TYSONS CORNER, VA
Allocation by class
Portfolio Concentration
Top 3 weight
10.4%
Top 10 weight
28.2%
Voting Authority Distribution
Total shares with voting rights: 4.97M
Full voting authority
4.97M
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 |
|---|---|---|---|---|---|---|---|
BROADCOM INCSOLE | COM | 51.74K | SH | $20.69M 3.77% | 51.74K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 58.33K | SH | $18.39M 3.35% | 58.33K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 15.23K | SH | $18.10M 3.30% | 15.23K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 38.55K | SH | $17.76M 3.23% | 38.55K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM NEW | 43.19K | SH | $15.13M 2.76% | 43.19K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 152.46K | SH | $14.82M 2.70% | 152.46K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 43.63K | SH | $14.68M 2.67% | 43.63K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 39.38K | SH | $13.98M 2.55% | 39.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.84K | SH | $10.72M 1.95% | 27.84K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 42.13K | SH | $10.34M 1.88% | 42.13K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 28.12K | SH | $9.81M 1.79% | 28.12K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 43.03K | SH | $9.08M 1.65% | 43.03K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 GRW ETF | 65.58K | SH | $8.13M 1.48% | 65.58K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 29.28K | SH | $7.23M 1.32% | 29.28K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 19.34K | SH | $6.91M 1.26% | 19.34K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 21.06K | SH | $6.86M 1.25% | 21.06K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 82.65K | SH | $6.72M 1.22% | 82.65K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 20.38K | SH | $6.61M 1.20% | 20.38K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 19.10K | SH | $6.56M 1.19% | 19.10K | 0.00 | 0.00 |
AMPHENOL CORPSOLE | CL A | 38.74K | SH | $6.16M 1.12% | 38.74K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 31.02K | SH | $6.08M 1.11% | 31.02K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 6.49K | SH | $5.94M 1.08% | 6.49K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 8.72K | SH | $5.84M 1.06% | 8.72K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 22.51K | SH | $5.80M 1.06% | 22.51K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 28.86K | SH | $5.09M 0.93% | 28.86K | 0.00 | 0.00 |