RICHMOND, VA
Allocation by class
Portfolio Concentration
Top 3 weight
47.8%
Top 10 weight
73.2%
Voting Authority Distribution
Total shares with voting rights: 1.48M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
1.48M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 114.66K | SH | $36.78M 22.72% | 0.00 | 0.00 | 114.66K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 358.86K | SH | $27.67M 17.09% | 0.00 | 0.00 | 358.86K |
NVIDIA CORPORATIONSOLE | COM | 74.43K | SH | $12.98M 8.02% | 0.00 | 0.00 | 74.43K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 101.19K | SH | $6.48M 4.00% | 0.00 | 0.00 | 101.19K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 82.04K | SH | $6.04M 3.73% | 0.00 | 0.00 | 82.04K |
EXXON MOBIL CORPSOLE | COM | 35.49K | SH | $6.02M 3.72% | 0.00 | 0.00 | 35.49K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 13.04K | SH | $5.70M 3.52% | 0.00 | 0.00 | 13.04K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 117.99K | SH | $5.67M 3.50% | 0.00 | 0.00 | 117.99K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 28.69K | SH | $5.63M 3.48% | 0.00 | 0.00 | 28.69K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 70.36K | SH | $5.52M 3.41% | 0.00 | 0.00 | 70.36K |
ISHARES TRSOLE | CORE MSCI TOTAL | 63.52K | SH | $5.50M 3.40% | 0.00 | 0.00 | 63.52K |
VANGUARD MALVERN FDSSOLE | STRM INFPROIDX | 105.90K | SH | $5.29M 3.27% | 0.00 | 0.00 | 105.90K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 57.23K | SH | $3.09M 1.91% | 0.00 | 0.00 | 57.23K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 35.69K | SH | $2.75M 1.70% | 0.00 | 0.00 | 35.69K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 42.30K | SH | $2.11M 1.30% | 0.00 | 0.00 | 42.30K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 7.09K | SH | $1.86M 1.15% | 0.00 | 0.00 | 7.09K |
CAPITAL ONE FINL CORPSOLE | COM | 9.29K | SH | $1.70M 1.05% | 0.00 | 0.00 | 9.29K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 10.54K | SH | $1.46M 0.90% | 0.00 | 0.00 | 10.54K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.43K | SH | $1.45M 0.90% | 0.00 | 0.00 | 2.43K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 4.84K | SH | $1.45M 0.89% | 0.00 | 0.00 | 4.84K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 2.71K | SH | $917.5K 0.57% | 0.00 | 0.00 | 2.71K |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 35.96K | SH | $890.0K 0.55% | 0.00 | 0.00 | 35.96K |
APPLE INCSOLE | COM | 3.50K | SH | $887.8K 0.55% | 0.00 | 0.00 | 3.50K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 1.36K | SH | $884.6K 0.55% | 0.00 | 0.00 | 1.36K |
CARPENTER TECHNOLOGY CORPSOLE | COM | 2.17K | SH | $854.5K 0.53% | 0.00 | 0.00 | 2.17K |