TYSONS CORNER, VA
Allocation by class
Portfolio Concentration
Top 3 weight
10.1%
Top 10 weight
27.4%
Voting Authority Distribution
Total shares with voting rights: 5.06M
Full voting authority
5.06M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 58.07K | SH | $19.34M 3.53% | 58.07K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 51.83K | SH | $18.20M 3.32% | 51.83K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 15.23K | SH | $17.62M 3.21% | 15.23K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 153.68K | SH | $14.89M 2.71% | 153.68K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 43.78K | SH | $14.48M 2.64% | 43.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.82K | SH | $14.27M 2.60% | 27.82K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 42.80K | SH | $14.06M 2.56% | 42.80K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 38.57K | SH | $13.57M 2.47% | 38.57K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 39.44K | SH | $13.44M 2.45% | 39.44K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.23K | SH | $10.52M 1.92% | 42.23K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.23K | SH | $10.14M 1.85% | 28.23K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 43.20K | SH | $9.88M 1.80% | 43.20K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 21.13K | SH | $8.39M 1.53% | 21.13K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 65.58K | SH | $8.21M 1.50% | 65.58K | 0.00 | 0.00 |
EXXONMOBIL HOLDINGS CORPSOLE | COM SHS | 49.84K | SH | $8.11M 1.48% | 49.84K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 28.93K | SH | $7.17M 1.31% | 28.93K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 83.84K | SH | $6.80M 1.24% | 83.84K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.27K | SH | $6.63M 1.21% | 19.27K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 77.60K | SH | $6.54M 1.19% | 77.60K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.82K | SH | $6.40M 1.17% | 8.82K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.58K | SH | $5.99M 1.09% | 6.58K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 28.86K | SH | $5.89M 1.07% | 28.86K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 20.36K | SH | $5.86M 1.07% | 20.36K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 31.18K | SH | $5.79M 1.06% | 31.18K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.31K | SH | $5.49M 1.00% | 19.31K | 0.00 | 0.00 |