BETHESDA, MD
Allocation by class
Portfolio Concentration
Top 3 weight
20.0%
Top 10 weight
47.3%
Voting Authority Distribution
Total shares with voting rights: 22.45M
Full voting authority
22.45M
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 | 1.22M | SH | $212.13M 7.76% | 1.22M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 716.24K | SH | $181.77M 6.65% | 716.24K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 1.10M | SH | $152.15M 5.57% | 1.10M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 223K | SH | $133.25M 4.88% | 223K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 1.32M | SH | $131.23M 4.80% | 1.32M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 331.74K | SH | $122.80M 4.49% | 331.74K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 410.17K | SH | $117.95M 4.32% | 410.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 397.79K | SH | $82.85M 3.03% | 397.79K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 1.25M | SH | $80.10M 2.93% | 1.25M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 234.60K | SH | $79.28M 2.90% | 234.60K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 1.02M | SH | $71.14M 2.60% | 1.02M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 236.80K | SH | $67.93M 2.49% | 236.80K | 0.00 | 0.00 |
VANGUARD ADMIRAL FDS INCSOLE | MIDCP 400 IDX | 540K | SH | $61.73M 2.26% | 540K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 105.06K | SH | $60.11M 2.20% | 105.06K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 240.70K | SH | $58.84M 2.15% | 240.70K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 782K | SH | $57.59M 2.11% | 782K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 308.09K | SH | $52.27M 1.91% | 308.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 560K | SH | $50.70M 1.86% | 560K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 122.30K | SH | $45.47M 1.66% | 122.30K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 142.32K | SH | $44.05M 1.61% | 142.32K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | LONG TERM TREAS | 640K | SH | $35.43M 1.30% | 640K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 232.67K | SH | $30.47M 1.12% | 232.67K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 102.17K | SH | $30.05M 1.10% | 102.17K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INCSOLE | COM | 581.80K | SH | $29.21M 1.07% | 581.80K | 0.00 | 0.00 |
ISHARES TRSOLE | US TREAS BD ETF | 1.25M | SH | $28.64M 1.05% | 1.25M | 0.00 | 0.00 |