MCLEAN, VA
Allocation by class
Portfolio Concentration
Top 3 weight
11.9%
Top 10 weight
23.1%
Voting Authority Distribution
Total shares with voting rights: 0.00
Full voting authority
0.00
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 |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 227.47K | SH | $170.35M 5.15% | 0.00 | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 581.45K | SH | $116.33M 3.51% | 0.00 | 0.00 | 0.00 |
APPLE INCSOLE | COM | 366.11K | SH | $105.95M 3.20% | 0.00 | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 314.18K | SH | $74.89M 2.26% | 0.00 | 0.00 | 0.00 |
VANGUARD WORLD FDSOLE | INF TECH ETF | 569.07K | SH | $68.02M 2.05% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 168.62K | SH | $60.26M 1.82% | 0.00 | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.26K | SH | $48.97M 1.48% | 0.00 | 0.00 | 0.00 |
SPDR S P 500 ETF TRSOLE | TR UNIT | 59.07K | SH | $44.11M 1.33% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 868.48K | SH | $40.08M 1.21% | 0.00 | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 98.27K | SH | $37.11M 1.12% | 0.00 | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 97.26K | SH | $34.36M 1.04% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 633.75K | SH | $33.91M 1.02% | 0.00 | 0.00 | 0.00 |
ELI LILLY COSOLE | COM | 27.94K | SH | $33.51M 1.01% | 0.00 | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 45.08K | SH | $30.96M 0.94% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE US AGGBD ET | 303.86K | SH | $30.08M 0.91% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 303.23K | SH | $29.29M 0.88% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 209.01K | SH | $28.74M 0.87% | 0.00 | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 39.39K | SH | $28.46M 0.86% | 0.00 | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 30K | SH | $28.06M 0.85% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | TECHNOLOGY | 146.89K | SH | $27.98M 0.85% | 0.00 | 0.00 | 0.00 |
KLA CORPSOLE | COM NEW | 89.62K | SH | $27.04M 0.82% | 0.00 | 0.00 | 0.00 |
PROSHARES TRSOLE | PSHS ULT S&P 500 | 381.99K | SH | $25.74M 0.78% | 0.00 | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 111.99K | SH | $25.43M 0.77% | 0.00 | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | CORE PLUS BD ETF | 524.50K | SH | $24.62M 0.74% | 0.00 | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 457.56K | SH | $24.53M 0.74% | 0.00 | 0.00 | 0.00 |