VIRGINIA BEACH, VA
Allocation by class
Portfolio Concentration
Top 3 weight
12.3%
Top 10 weight
34.7%
Voting Authority Distribution
Total shares with voting rights: 2.59M
Full voting authority
2.59M
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 |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 12.00 | SH | $8.62M 4.61% | 12.00 | 0.00 | 0.00 |
CHEVRON CORPORATIONSOLE | COM | 34.84K | SH | $7.21M 3.86% | 34.84K | 0.00 | 0.00 |
KINDER MORGAN INC DELSOLE | COM | 213.15K | SH | $7.15M 3.83% | 213.15K | 0.00 | 0.00 |
PHILLIPS 66SOLE | COM | 37.66K | SH | $6.86M 3.67% | 37.66K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 22.95K | SH | $6.75M 3.61% | 22.95K | 0.00 | 0.00 |
CHUBB LTD SWITZSOLE | COM | 18.29K | SH | $5.96M 3.19% | 18.29K | 0.00 | 0.00 |
CISCO SYS INCSOLE | COM | 75.08K | SH | $5.83M 3.12% | 75.08K | 0.00 | 0.00 |
PEPSICO INCSOLE | COM | 36.45K | SH | $5.66M 3.03% | 36.45K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 21.28K | SH | $5.40M 2.89% | 21.28K | 0.00 | 0.00 |
SOUTHERN COSOLE | COM | 55.46K | SH | $5.35M 2.87% | 55.46K | 0.00 | 0.00 |
DARDEN RESTAURANTS INCSOLE | COM | 26.87K | SH | $5.27M 2.82% | 26.87K | 0.00 | 0.00 |
DUKE ENERGY CORP NEWSOLE | COM NEW | 39.89K | SH | $5.22M 2.80% | 39.89K | 0.00 | 0.00 |
ISHARES TRSOLE | IBDS DEC28 ETF | 199.62K | SH | $5.06M 2.71% | 199.62K | 0.00 | 0.00 |
BLACKROCK INCSOLE | COM | 5.09K | SH | $4.90M 2.62% | 5.09K | 0.00 | 0.00 |
TARGET CORPSOLE | COM | 40.01K | SH | $4.85M 2.60% | 40.01K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS 27 ETF | 199.62K | SH | $4.84M 2.59% | 199.62K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC2026 | 199.62K | SH | $4.84M 2.59% | 199.62K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 12.60K | SH | $4.67M 2.50% | 12.60K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 29 | 199.12K | SH | $4.63M 2.48% | 199.12K | 0.00 | 0.00 |
AFLAC INCSOLE | COM | 42.21K | SH | $4.63M 2.48% | 42.21K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 22.27K | SH | $4.63M 2.48% | 22.27K | 0.00 | 0.00 |
BLACKSTONE INCSOLE | COM | 39.22K | SH | $4.51M 2.41% | 39.22K | 0.00 | 0.00 |
ISHARES TRSOLE | IBONDS DEC 2030 | 199.39K | SH | $4.36M 2.34% | 199.39K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 34.02K | SH | $4.23M 2.26% | 34.02K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 13.40K | SH | $4.16M 2.23% | 13.40K | 0.00 | 0.00 |