RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
32.9%
Top 10 weight
51.3%
Voting Authority Distribution
Total shares with voting rights: 3.14M
Full voting authority
3.14M
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 | $104.68M 16.78% | 326.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSDFND | S&P 500 ETF SHS | 132.80K | SH | $79.36M 12.72% | 132.80K | 0.00 | 0.00 |
WALMART INCDFND | COM | 168.26K | SH | $20.91M 3.35% | 168.26K | 0.00 | 0.00 |
JOHNSON & JOHNSONDFND | COM | 77K | SH | $18.82M 3.02% | 77K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 108.34K | SH | $18.38M 2.95% | 108.34K | 0.00 | 0.00 |
JPMORGAN CHASE & CODFND | COM | 59.20K | SH | $17.41M 2.79% | 59.20K | 0.00 | 0.00 |
WILLIAMS COS INCDFND | COM | 217.62K | SH | $15.84M 2.54% | 217.62K | 0.00 | 0.00 |
PHILIP MORRIS INTL INCDFND | COM | 95.60K | SH | $15.81M 2.53% | 95.60K | 0.00 | 0.00 |
MCKESSON CORPDFND | COM | 17.15K | SH | $14.84M 2.38% | 17.15K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 150.47K | SH | $14.14M 2.27% | 150.47K | 0.00 | 0.00 |
APPLE INCDFND | COM | 55.43K | SH | $14.07M 2.25% | 55.43K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 29.34K | SH | $14.06M 2.25% | 29.34K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 43.89K | SH | $13.27M 2.13% | 43.89K | 0.00 | 0.00 |
AMGEN INCDFND | COM | 37.51K | SH | $13.20M 2.12% | 37.51K | 0.00 | 0.00 |
WABTECDFND | COM | 52.68K | SH | $13.17M 2.11% | 52.68K | 0.00 | 0.00 |
TEXAS INSTRS INCDFND | COM | 61.93K | SH | $12.02M 1.93% | 61.93K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB CODFND | COM | 190.86K | SH | $11.58M 1.86% | 190.86K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 31.06K | SH | $11.50M 1.84% | 31.06K | 0.00 | 0.00 |
MCDONALDS CORPDFND | COM | 36.88K | SH | $11.46M 1.84% | 36.88K | 0.00 | 0.00 |
PROGRESSIVE CORPDFND | COM | 57.36K | SH | $11.37M 1.82% | 57.36K | 0.00 | 0.00 |
HOME DEPOT INCDFND | COM | 33.50K | SH | $11.02M 1.77% | 33.50K | 0.00 | 0.00 |
CHEVRON CORP NEWDFND | COM | 53.16K | SH | $11.00M 1.76% | 53.16K | 0.00 | 0.00 |
PACCAR INCDFND | COM | 93.82K | SH | $10.84M 1.74% | 93.82K | 0.00 | 0.00 |
MARRIOTT INTL INC NEWDFND | CL A | 32.46K | SH | $10.62M 1.70% | 32.46K | 0.00 | 0.00 |
GRAINGER W W INCDFND | COM | 9.11K | SH | $9.93M 1.59% | 9.11K | 0.00 | 0.00 |