CHARLOTTESVILLE, VA
Allocation by class
Portfolio Concentration
Top 3 weight
50.2%
Top 10 weight
83.3%
Voting Authority Distribution
Total shares with voting rights: 5.04M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
5.04M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 910.22K | SH | $74.98M 22.18% | 0.00 | 0.00 | 910.22K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 125.18K | SH | $59.35M 17.55% | 0.00 | 0.00 | 125.18K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US S | 1.03M | SH | $35.57M 10.52% | 0.00 | 0.00 | 1.03M |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL INTL | 570.28K | SH | $29.35M 8.68% | 0.00 | 0.00 | 570.28K |
SCHWAB STRATEGIC TRSOLE | FUNDAMENTAL US L | 935.71K | SH | $27.14M 8.03% | 0.00 | 0.00 | 935.71K |
FIRST TR EXCHANGE-TRADED FDSOLE | FT VEST S&P 500 | 272.01K | SH | $13.37M 3.96% | 0.00 | 0.00 | 272.01K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 215.23K | SH | $12.00M 3.55% | 0.00 | 0.00 | 215.23K |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST LADDERED | 288K | SH | $10.14M 3.00% | 0.00 | 0.00 | 288K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 38.13K | SH | $10.01M 2.96% | 0.00 | 0.00 | 38.13K |
FIRST TR EXCHANGE TRAD FD VISOLE | FST TR GLB FD | 336.34K | SH | $9.65M 2.85% | 0.00 | 0.00 | 336.34K |
ABRDN PRECIOUS METALS BASKETSOLE | PHYSCL PRECS MET | 40.24K | SH | $9.13M 2.70% | 0.00 | 0.00 | 40.24K |
APPLE INCSOLE | COM | 19.52K | SH | $5.20M 1.54% | 0.00 | 0.00 | 19.52K |
EXXON MOBIL CORPSOLE | COM | 34.37K | SH | $5.12M 1.51% | 0.00 | 0.00 | 34.37K |
NVIDIA CORPORATIONSOLE | COM | 23.24K | SH | $4.62M 1.37% | 0.00 | 0.00 | 23.24K |
CHEVRON CORPORATIONSOLE | COM | 24.88K | SH | $4.60M 1.36% | 0.00 | 0.00 | 24.88K |
JPMORGAN CHASE & COSOLE | COM | 13.59K | SH | $4.16M 1.23% | 0.00 | 0.00 | 13.59K |
AMERICAN EXPRESS COSOLE | COM | 8.47K | SH | $2.79M 0.82% | 0.00 | 0.00 | 8.47K |
MARKEL GROUP INCSOLE | COM | 1.36K | SH | $2.71M 0.80% | 0.00 | 0.00 | 1.36K |
AMERICAN ELEC PWR CO INCSOLE | COM | 18.36K | SH | $2.47M 0.73% | 0.00 | 0.00 | 18.36K |
BROADCOM INCSOLE | COM | 5.73K | SH | $2.27M 0.67% | 0.00 | 0.00 | 5.73K |
ALPHABET INCSOLE | CAP STK CL C | 5.55K | SH | $1.86M 0.55% | 0.00 | 0.00 | 5.55K |
TESLA INCSOLE | COM | 4.10K | SH | $1.61M 0.48% | 0.00 | 0.00 | 4.10K |
CITIGROUP INCSOLE | COM NEW | 10.19K | SH | $1.34M 0.40% | 0.00 | 0.00 | 10.19K |
ALPHABET INCSOLE | CAP STK CL A | 3.85K | SH | $1.30M 0.38% | 0.00 | 0.00 | 3.85K |
US BANCORPSOLE | COM NEW | 21.16K | SH | $1.19M 0.35% | 0.00 | 0.00 | 21.16K |