CHEVY CHASE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
16.3%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 8.70M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
8.70M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCSOLE | COM | 351.42K | SH | $101.69M 8.44% | 0.00 | 0.00 | 351.42K |
ALPHABET INCSOLE | CAP STK CL A | 138.20K | SH | $49.39M 4.10% | 0.00 | 0.00 | 138.20K |
ALPHABET INCSOLE | CAP STK CL C | 127.83K | SH | $45.16M 3.75% | 0.00 | 0.00 | 127.83K |
AMAZON COM INCSOLE | COM | 170.45K | SH | $40.62M 3.37% | 0.00 | 0.00 | 170.45K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 435.07K | SH | $37.48M 3.11% | 0.00 | 0.00 | 435.07K |
LAM RESEARCH CORPSOLE | COM NEW | 70.83K | SH | $30.71M 2.55% | 0.00 | 0.00 | 70.83K |
JPMORGAN CHASE & COSOLE | COM | 87.44K | SH | $28.62M 2.37% | 0.00 | 0.00 | 87.44K |
MICROSOFT CORPSOLE | COM | 73.30K | SH | $27.34M 2.27% | 0.00 | 0.00 | 73.30K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 35.18K | SH | $24.16M 2.00% | 0.00 | 0.00 | 35.18K |
ISHARES TRSOLE | U.S. TECH ETF | 93.85K | SH | $23.67M 1.96% | 0.00 | 0.00 | 93.85K |
NVIDIA CORPORATIONSOLE | COM | 115.89K | SH | $23.19M 1.92% | 0.00 | 0.00 | 115.89K |
VISA INCSOLE | COM CL A | 58.07K | SH | $19.92M 1.65% | 0.00 | 0.00 | 58.07K |
XPO INCSOLE | COM | 93.06K | SH | $19.10M 1.58% | 0.00 | 0.00 | 93.06K |
JOHNSON & JOHNSONSOLE | COM | 74.44K | SH | $18.91M 1.57% | 0.00 | 0.00 | 74.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 20.82K | SH | $15.59M 1.29% | 0.00 | 0.00 | 20.82K |
DOVER CORPSOLE | COM | 67.69K | SH | $15.18M 1.26% | 0.00 | 0.00 | 67.69K |
WALMART INCSOLE | COM | 128.12K | SH | $14.51M 1.20% | 0.00 | 0.00 | 128.12K |
BROADSTONE NET LEASE INCSOLE | COM | 675.65K | SH | $14.16M 1.17% | 0.00 | 0.00 | 675.65K |
MASTERCARD INCORPORATEDSOLE | CL A | 26.95K | SH | $13.84M 1.15% | 0.00 | 0.00 | 26.95K |
TJX COS INC NEWSOLE | COM | 83.30K | SH | $12.62M 1.05% | 0.00 | 0.00 | 83.30K |
SELECT SECTOR SPDR TRSOLE | ST STR INDL ETF | 66.68K | SH | $12.35M 1.02% | 0.00 | 0.00 | 66.68K |
DANAHER CORPORATIONSOLE | COM | 63.24K | SH | $12.07M 1.00% | 0.00 | 0.00 | 63.24K |
SELECT SECTOR SPDR TRSOLE | ST STR TECHN ETF | 60.50K | SH | $11.53M 0.96% | 0.00 | 0.00 | 60.50K |
INTUITIVE SURGICAL INCSOLE | COM NEW | 28.22K | SH | $11.22M 0.93% | 0.00 | 0.00 | 28.22K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 208K | SH | $11.15M 0.92% | 0.00 | 0.00 | 208K |