BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
18.6%
Top 10 weight
43.3%
Voting Authority Distribution
Total shares with voting rights: 19.36M
Full voting authority
19.36M
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 |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 821.23K | SH | $164.32M 6.50% | 821.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 530.06K | SH | $153.38M 6.07% | 530.06K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 223K | SH | $153.16M 6.06% | 223K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 326.52K | SH | $116.69M 4.62% | 326.52K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 429.79K | SH | $102.44M 4.05% | 429.79K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 248.65K | SH | $92.75M 3.67% | 248.65K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.25M | SH | $89.06M 3.52% | 1.25M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.02M | SH | $84.50M 3.34% | 1.02M | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 540K | SH | $70.42M 2.79% | 540K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 189.80K | SH | $67.06M 2.65% | 189.80K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 26.60K | SH | $60.48M 2.39% | 26.60K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 116.20K | SH | $55.49M 2.20% | 116.20K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 747K | SH | $54.84M 2.17% | 747K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 560K | SH | $54.08M 2.14% | 560K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 523K | SH | $51.77M 2.05% | 523K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 91.68K | SH | $51.64M 2.04% | 91.68K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 130.08K | SH | $49.14M 1.94% | 130.08K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 171.21K | SH | $43.48M 1.72% | 171.21K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 85.80K | SH | $36.09M 1.43% | 85.80K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 640K | SH | $35.32M 1.40% | 640K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 252.75K | SH | $34.56M 1.37% | 252.75K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 217.50K | SH | $34.14M 1.35% | 217.50K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 94.09K | SH | $30.80M 1.22% | 94.09K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 1.25M | SH | $28.48M 1.13% | 1.25M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 23.70K | SH | $27.36M 1.08% | 23.70K | 0.00 | 0.00 |