CHESAPEAKE, VA
Allocation by class
Portfolio Concentration
Top 3 weight
53.1%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 2.68M
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
2.68M
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 689.63K | SH | $52.78M 23.57% | 0.00 | 0.00 | 689.63K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 482.04K | SH | $37.30M 16.65% | 0.00 | 0.00 | 482.04K |
ISHARES TRSOLE | CORE MSCI EAFE | 319.96K | SH | $28.97M 12.93% | 0.00 | 0.00 | 319.96K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 38.83K | SH | $25.25M 11.27% | 0.00 | 0.00 | 38.83K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 384.05K | SH | $22.34M 9.98% | 0.00 | 0.00 | 384.05K |
J P MORGAN EXCHANGE TRADED FSOLE | US QUALTY FCTR | 336.45K | SH | $20.63M 9.21% | 0.00 | 0.00 | 336.45K |
VANGUARD WHITEHALL FDSSOLE | INTL HIGH ETF | 179.02K | SH | $16.87M 7.53% | 0.00 | 0.00 | 179.02K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 133.91K | SH | $7.24M 3.23% | 0.00 | 0.00 | 133.91K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 47.82K | SH | $1.47M 0.66% | 0.00 | 0.00 | 47.82K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 2.72K | SH | $1.16M 0.52% | 0.00 | 0.00 | 2.72K |
NVIDIA CORPORATIONSOLE | COM | 6.06K | SH | $1.06M 0.47% | 0.00 | 0.00 | 6.06K |
NORFOLK SOUTHN CORPSOLE | COM | 3.45K | SH | $989.6K 0.44% | 0.00 | 0.00 | 3.45K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 1.60K | SH | $957.0K 0.43% | 0.00 | 0.00 | 1.60K |
APPLE INCSOLE | COM | 3.39K | SH | $860.9K 0.38% | 0.00 | 0.00 | 3.39K |
MICROSOFT CORPSOLE | COM | 1.66K | SH | $614.0K 0.27% | 0.00 | 0.00 | 1.66K |
TESLA INCSOLE | COM | 1.61K | SH | $597.0K 0.27% | 0.00 | 0.00 | 1.61K |
AMAZON COM INCSOLE | COM | 2.82K | SH | $586.5K 0.26% | 0.00 | 0.00 | 2.82K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 988.00 | SH | $473.4K 0.21% | 0.00 | 0.00 | 988.00 |
ISHARES TRSOLE | GLOBAL TECH ETF | 4.67K | SH | $466.7K 0.21% | 0.00 | 0.00 | 4.67K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 14.26K | SH | $415.4K 0.19% | 0.00 | 0.00 | 14.26K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 5.80K | SH | $371.5K 0.17% | 0.00 | 0.00 | 5.80K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 3.57K | SH | $340.6K 0.15% | 0.00 | 0.00 | 3.57K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 948.00 | SH | $304.1K 0.14% | 0.00 | 0.00 | 948.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.02K | SH | $293.9K 0.13% | 0.00 | 0.00 | 1.02K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 1.33K | SH | $272.0K 0.12% | 0.00 | 0.00 | 1.33K |