BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
19.8%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 11.33M
Full voting authority
11.33M
shares
Joint voting authority
0.00
shares
No voting authority
0.00
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 231.53K | SH | $151.24M 9.87% | 231.53K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.19M | SH | $76.43M 4.99% | 1.19M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 299.90K | SH | $76.11M 4.96% | 299.90K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 178.23K | SH | $65.97M 4.30% | 178.23K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 222.78K | SH | $64.06M 4.18% | 222.78K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 894K | SH | $60.37M 3.94% | 894K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 439.61K | SH | $54.65M 3.56% | 439.61K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 160.80K | SH | $54.34M 3.54% | 160.80K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 228.94K | SH | $47.68M 3.11% | 228.94K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 260.42K | SH | $45.42M 2.96% | 260.42K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 398.23K | SH | $39.53M 2.58% | 398.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 267.06K | SH | $35.84M 2.34% | 267.06K | 0.00 | 0.00 |
ISHARES TRSOLE | USD INV GRDE ETF | 653.84K | SH | $33.50M 2.18% | 653.84K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 340.94K | SH | $31.60M 2.06% | 340.94K | 0.00 | 0.00 |
HOWMET AEROSPACE INCSOLE | COM | 126.53K | SH | $29.16M 1.90% | 126.53K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 30.56K | SH | $28.11M 1.83% | 30.56K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 83.86K | SH | $25.35M 1.65% | 83.86K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 45.14K | SH | $22.38M 1.46% | 45.14K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 139.65K | SH | $22.30M 1.45% | 139.65K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 109.98K | SH | $21.80M 1.42% | 109.98K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 225.97K | SH | $20.99M 1.37% | 225.97K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 14.58K | SH | $19.26M 1.26% | 14.58K | 0.00 | 0.00 |
LOWES COS INCSOLE | COM | 78.75K | SH | $18.61M 1.21% | 78.75K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 83.03K | SH | $18.06M 1.18% | 83.03K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 56.94K | SH | $17.62M 1.15% | 56.94K | 0.00 | 0.00 |