EASTON, MD
Allocation by class
Portfolio Concentration
Top 3 weight
11.5%
Top 10 weight
26.0%
Voting Authority Distribution
Total shares with voting rights: 3.72M
Full voting authority
3.72M
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 |
|---|---|---|---|---|---|---|---|
BANK AMERICA CORPSOLE | COM | 286.76K | SH | $13.98M 4.64% | 286.76K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 16.10K | SH | $10.51M 3.49% | 16.10K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 39.94K | SH | $10.14M 3.36% | 39.94K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 25.18K | SH | $9.32M 3.09% | 25.18K | 0.00 | 0.00 |
JOHNSON & JOHNSONSOLE | COM | 29.55K | SH | $7.22M 2.40% | 29.55K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 32.17K | SH | $6.70M 2.22% | 32.17K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 20.65K | SH | $5.92M 1.97% | 20.65K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 30.03K | SH | $5.24M 1.74% | 30.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 10.33K | SH | $4.95M 1.64% | 10.33K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 15.11K | SH | $4.44M 1.48% | 15.11K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 13.24K | SH | $4.25M 1.41% | 13.24K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 24.01K | SH | $4.07M 1.35% | 24.01K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.39K | SH | $3.85M 1.28% | 13.39K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 12.29K | SH | $3.80M 1.26% | 12.29K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 68.50K | SH | $3.70M 1.23% | 68.50K | 0.00 | 0.00 |
GOLUB CAP BDC INCSOLE | COM | 247.20K | SH | $3.13M 1.04% | 247.20K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.29K | SH | $3.03M 1.00% | 3.29K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 39.73K | SH | $2.98M 0.99% | 39.73K | 0.00 | 0.00 |
NEXTERA ENERGY INCSOLE | COM | 31.23K | SH | $2.90M 0.96% | 31.23K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 8.95K | SH | $2.70M 0.90% | 8.95K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 5.31K | SH | $2.61M 0.87% | 5.31K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 24.72K | SH | $2.54M 0.84% | 24.72K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 3.96K | SH | $2.37M 0.79% | 3.96K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOINSOLE | SHS | 40.06K | SH | $2.36M 0.78% | 40.06K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 4.01K | SH | $2.30M 0.76% | 4.01K | 0.00 | 0.00 |