RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
16.4%
Top 10 weight
34.3%
Voting Authority Distribution
Total shares with voting rights: 16.91M
Full voting authority
16.91M
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 258.78K | SH | $169.04M 8.43% | 258.78K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 641.23K | SH | $88.73M 4.42% | 641.23K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 279.89K | SH | $71.03M 3.54% | 279.89K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI TOTAL | 735.45K | SH | $63.72M 3.18% | 735.45K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 913.24K | SH | $58.52M 2.92% | 913.24K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 150.53K | SH | $55.72M 2.78% | 150.53K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 483.70K | SH | $48.02M 2.39% | 483.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 157.52K | SH | $45.19M 2.25% | 157.52K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 1.55M | SH | $45.06M 2.25% | 1.55M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 641.67K | SH | $43.33M 2.16% | 641.67K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 138.47K | SH | $40.73M 2.03% | 138.47K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 220.11K | SH | $38.39M 1.91% | 220.11K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P SCP ETF | 264.60K | SH | $32.89M 1.64% | 264.60K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 193.04K | SH | $32.75M 1.63% | 193.04K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 449.41K | SH | $31.35M 1.56% | 449.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 143.50K | SH | $29.89M 1.49% | 143.50K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 131.17K | SH | $27.14M 1.35% | 131.17K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US LRG CAP ETF | 926.42K | SH | $23.75M 1.18% | 926.42K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 76.72K | SH | $23.74M 1.18% | 76.72K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | SHORT TERM TREAS | 397.84K | SH | $23.29M 1.16% | 397.84K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 39.52K | SH | $22.61M 1.13% | 39.52K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 78K | SH | $22.43M 1.12% | 78K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | VANGUARD ULTRA | 435K | SH | $21.66M 1.08% | 435K | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 29.45K | SH | $20.55M 1.02% | 29.45K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 263.81K | SH | $20.47M 1.02% | 263.81K | 0.00 | 0.00 |