RESTON, VA
Allocation by class
Portfolio Concentration
Top 3 weight
46.5%
Top 10 weight
64.3%
Voting Authority Distribution
Total shares with voting rights: 2.11M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.11M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PUTNAM ETF TRUSTSOLE | FOCUSED LAR CAP | 1.19M | SH | $54.27M 32.44% | 0.00 | 0.00 | 1.19M |
ISHARES TRSOLE | CORE S&P500 ETF | 20.26K | SH | $13.88M 8.29% | 0.00 | 0.00 | 20.26K |
J P MORGAN EXCHANGE TRADED FSOLE | U S TECH LEADERS | 107.85K | SH | $9.71M 5.81% | 0.00 | 0.00 | 107.85K |
ISHARES TRSOLE | GLOBAL TECH ETF | 67.54K | SH | $7.09M 4.24% | 0.00 | 0.00 | 67.54K |
APPLE INCSOLE | COM | 20.46K | SH | $5.56M 3.33% | 0.00 | 0.00 | 20.46K |
MICROSOFT CORPSOLE | COM | 8.12K | SH | $3.93M 2.35% | 0.00 | 0.00 | 8.12K |
J P MORGAN EXCHANGE TRADED FSOLE | JPMORGAN INTL VL | 47.98K | SH | $3.85M 2.30% | 0.00 | 0.00 | 47.98K |
ISHARES TRSOLE | U.S. TECH ETF | 15.94K | SH | $3.18M 1.90% | 0.00 | 0.00 | 15.94K |
ISHARES TRSOLE | CORE DIV GRWTH | 44.78K | SH | $3.11M 1.86% | 0.00 | 0.00 | 44.78K |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 61.99K | SH | $2.94M 1.75% | 0.00 | 0.00 | 61.99K |
ISHARES TRSOLE | MSCI USA MIN VOL | 27.74K | SH | $2.61M 1.56% | 0.00 | 0.00 | 27.74K |
AMAZON COM INCSOLE | COM | 10.33K | SH | $2.38M 1.42% | 0.00 | 0.00 | 10.33K |
BLACKSTONE INCSOLE | COM | 15.38K | SH | $2.37M 1.42% | 0.00 | 0.00 | 15.38K |
JPMORGAN CHASE & COSOLE | COM | 7.29K | SH | $2.35M 1.40% | 0.00 | 0.00 | 7.29K |
NVIDIA CORPORATIONSOLE | COM | 10.86K | SH | $2.03M 1.21% | 0.00 | 0.00 | 10.86K |
PROFESIONALLY MANAGED PORTFOSOLE | AKRE FOCUS ETF | 30.50K | SH | $2.00M 1.19% | 0.00 | 0.00 | 30.50K |
ISHARES TRSOLE | CORE S&P TTL STK | 12.92K | SH | $1.92M 1.15% | 0.00 | 0.00 | 12.92K |
ISHARES TRSOLE | ESG AWR MSCI USA | 12.31K | SH | $1.83M 1.10% | 0.00 | 0.00 | 12.31K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.61K | SH | $1.81M 1.08% | 0.00 | 0.00 | 3.61K |
ISHARES TRSOLE | CORE MSCI EAFE | 18.47K | SH | $1.65M 0.99% | 0.00 | 0.00 | 18.47K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 4.91K | SH | $1.65M 0.98% | 0.00 | 0.00 | 4.91K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 7.75K | SH | $1.63M 0.97% | 0.00 | 0.00 | 7.75K |
ALPHABET INCSOLE | CAP STK CL C | 5.04K | SH | $1.58M 0.94% | 0.00 | 0.00 | 5.04K |
ALLIED GOLD CORPSOLE | COM NEW | 68.46K | SH | $1.57M 0.94% | 0.00 | 0.00 | 68.46K |
J P MORGAN EXCHANGE TRADED FSOLE | FLEXIBLE DEBT ET | 28.45K | SH | $1.43M 0.85% | 0.00 | 0.00 | 28.45K |