RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
33.8%
Top 10 weight
51.4%
Voting Authority Distribution
Total shares with voting rights: 3.36M
Full voting authority
3.36M
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 |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSDFND | TOTAL STK MKT | 326.31K | SH | $120.75M 16.01% | 326.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 163.79K | SH | $112.49M 14.91% | 163.79K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 84.46K | SH | $21.45M 2.84% | 84.46K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 65.27K | SH | $21.36M 2.83% | 65.27K | 0.00 | 0.00 |
WALMART INCDFND | COM | 183.56K | SH | $20.79M 2.76% | 183.56K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 68.31K | SH | $20.36M 2.70% | 68.31K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 105.31K | SH | $19.05M 2.53% | 105.31K | 0.00 | 0.00 |
APPLE INCDFND | COM | 62.02K | SH | $17.95M 2.38% | 62.02K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 49.28K | SH | $16.91M 2.24% | 49.28K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 33.03K | SH | $16.53M 2.19% | 33.03K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 38.51K | SH | $16.01M 2.12% | 38.51K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 167.37K | SH | $15.44M 2.05% | 167.37K | 0.00 | 0.00 |
WABTECDFND | COM | 57.28K | SH | $15.44M 2.05% | 57.28K | 0.00 | 0.00 |
AMGEN INCDFND | COM | 42.08K | SH | $15.24M 2.02% | 42.08K | 0.00 | 0.00 |
MCKESSON CORPDFND | COM | 18.98K | SH | $14.34M 1.90% | 18.98K | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 64.69K | SH | $14.13M 1.87% | 64.69K | 0.00 | 0.00 |
GRAINGER W W INCDFND | COM | 10.15K | SH | $13.80M 1.83% | 10.15K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 38.38K | SH | $13.53M 1.79% | 38.38K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWDFND | CL A | 36.16K | SH | $13.40M 1.78% | 36.16K | 0.00 | 0.00 |
HEICO CORP NEWDFND | CL A | 51.56K | SH | $13.30M 1.76% | 51.56K | 0.00 | 0.00 |
BANK OF NY MELLON CORPDFND | COM | 90.06K | SH | $13.02M 1.73% | 90.06K | 0.00 | 0.00 |
STEEL DYNAMICS INCDFND | COM | 56.26K | SH | $12.91M 1.71% | 56.26K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 34.04K | SH | $12.70M 1.68% | 34.04K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 53.12K | SH | $12.66M 1.68% | 53.12K | 0.00 | 0.00 |
PACCAR INCDFND | COM | 104.53K | SH | $12.56M 1.66% | 104.53K | 0.00 | 0.00 |