LYNCHBURG, VA
Allocation by class
Portfolio Concentration
Top 3 weight
14.6%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 4.33M
Full voting authority
4.33M
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 |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 132.20K | SH | $33.55M 5.34% | 132.20K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 47.62K | SH | $30.97M 4.93% | 47.62K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 93.85K | SH | $26.99M 4.30% | 93.85K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 70.87K | SH | $26.23M 4.18% | 70.87K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 158.54K | SH | $19.70M 3.14% | 158.54K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 63.83K | SH | $18.78M 2.99% | 63.83K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 107.01K | SH | $18.16M 2.89% | 107.01K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.48K | SH | $15.57M 2.48% | 32.48K | 0.00 | 0.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 26.94K | SH | $15.55M 2.48% | 26.94K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 58.06K | SH | $14.19M 2.26% | 58.06K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 64.67K | SH | $13.91M 2.22% | 64.67K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 63.63K | SH | $12.27M 1.95% | 63.63K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 84.39K | SH | $12.19M 1.94% | 84.39K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 55.73K | SH | $11.61M 1.85% | 55.73K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 33.38K | SH | $10.98M 1.75% | 33.38K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 47.62K | SH | $10.36M 1.65% | 47.62K | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 48.98K | SH | $10.13M 1.61% | 48.98K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 64.29K | SH | $9.98M 1.59% | 64.29K | 0.00 | 0.00 |
BANK AMERICA CORPSOLE | COM | 197.61K | SH | $9.63M 1.53% | 197.61K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 123.70K | SH | $9.60M 1.53% | 123.70K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P MCP ETF | 136.31K | SH | $9.20M 1.47% | 136.31K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 13.84K | SH | $8.27M 1.32% | 13.84K | 0.00 | 0.00 |
HONEYWELL INTL INCSOLE | COM | 35.40K | SH | $8.00M 1.27% | 35.40K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 45.77K | SH | $7.98M 1.27% | 45.77K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 26.62K | SH | $7.64M 1.22% | 26.62K | 0.00 | 0.00 |