WASHINGTON, DC, DC
Allocation by class
Portfolio Concentration
Top 3 weight
12.8%
Top 10 weight
33.3%
Voting Authority Distribution
Total shares with voting rights: 3.07M
Full voting authority
2.14M
shares
Joint voting authority
647.14K
shares
No voting authority
285.49K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO S&P 500 QUALITY ETFSOLE | ETF | 145.46K | SH | $10.94M 5.23% | 145.46K | 0.00 | 0.00 |
ISHARES INTL DIVIDEND GROWTH ETFDFND | ETF | 97.21K | SH | $8.14M 3.89% | 95.81K | 1.40K | 0.00 |
ISHARES CORE S&P MID-CAP ETFSOLE | ETF | 115.33K | SH | $7.79M 3.72% | 115.33K | 0.00 | 0.00 |
SPDR GOLD SHARES ETFDFND | ETF | 16.81K | SH | $7.23M 3.46% | 13.01K | 3.80K | 0.00 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 64.65K | SH | $6.85M 3.28% | 64.65K | 0.00 | 0.00 |
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTSOLE | ETF | 72.23K | SH | $6.69M 3.20% | 71.69K | 0.00 | 534.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 166.56K | SH | $6.49M 3.10% | 166.56K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 25.43K | SH | $6.45M 3.08% | 25.09K | 239.00 | 92.00 |
AKRE FOCUS ETFSOLE | ETF | 89.14K | SH | $4.71M 2.25% | 89.14K | 0.00 | 0.00 |
SPDR S&P 500 ETFSOLE | ETF | 6.67K | SH | $4.34M 2.07% | 6.67K | 0.00 | 0.00 |
FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUNDSOLE | ETF | 133.31K | SH | $4.26M 2.03% | 133.30K | 0.00 | 0.00 |
ISHARES GOLD TRUSTSOLE | ETF | 47.82K | SH | $4.22M 2.01% | 17.69K | 30.13K | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 14.05K | SH | $4.04M 1.93% | 13.82K | 175.00 | 48.00 |
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETFSOLE | ETF | 62.76K | SH | $3.72M 1.78% | 62.76K | 0.00 | 0.00 |
VANGUARD CORE BOND ETFSOLE | ETF | 44.83K | SH | $3.47M 1.66% | 44.83K | 0.00 | 0.00 |
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFSOLE | ETF | 69.78K | SH | $3.46M 1.65% | 69.78K | 0.00 | 0.00 |
MICROSOFT CORP COMOTR | Stock | 9.28K | SH | $3.44M 1.64% | 9.05K | 152.00 | 79.00 |
AMAZON COM INC COMDFND | Stock | 15.09K | SH | $3.14M 1.50% | 14.74K | 250.00 | 102.00 |
VANGUARD FTSE DEV MKTS ETF (VEA)SOLE | ETF | 48.79K | SH | $3.13M 1.49% | 19.50K | 0.00 | 29.29K |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 13.55K | SH | $2.91M 1.39% | 13.55K | 0.00 | 0.00 |
VANGUARD INTERMEDIATE-TERM BOND ETFSOLE | ETF | 36.14K | SH | $2.79M 1.33% | 36.14K | 0.00 | 0.00 |
VANGUARD HIGH DIVIDEND YIELD INDEX ETFDFND | ETF | 18.82K | SH | $2.79M 1.33% | 17.98K | 844.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 5.58K | SH | $2.67M 1.28% | 5.45K | 101.00 | 29.00 |
MASTERCARD INCORPORATED CL ASOLE | Stock | 5.13K | SH | $2.56M 1.22% | 5.13K | 0.00 | 2.00 |
SCHWAB U.S. LARGE-CAP ETFSOLE | ETF | 95.32K | SH | $2.44M 1.17% | 50.01K | 0.00 | 45.31K |