CHEVY CHASE, MD
Allocation by class
Portfolio Concentration
Top 3 weight
26.0%
Top 10 weight
45.4%
Voting Authority Distribution
Total shares with voting rights: 715.78K
Full voting authority
0.00
shares
Joint voting authority
0.00
shares
No voting authority
715.78K
shares
Investment Discretion (by position count)
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 19.99K | SH | $9.9K 14.85% | 0.00 | 0.00 | 19.99K |
SEI INVTS COSOLE | COM | 50.20K | SH | $4.5K 6.74% | 0.00 | 0.00 | 50.20K |
WALMART INCSOLE | COM | 30.17K | SH | $3.0K 4.41% | 0.00 | 0.00 | 30.17K |
LOWES COS INCSOLE | COM | 13.07K | SH | $2.9K 4.33% | 0.00 | 0.00 | 13.07K |
TEXAS INSTRS INCSOLE | COM | 11.80K | SH | $2.5K 3.66% | 0.00 | 0.00 | 11.80K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.35K | SH | $2.2K 3.33% | 0.00 | 0.00 | 7.35K |
NOVARTIS AGSOLE | SPONSORED ADR | 14.14K | SH | $1.7K 2.56% | 0.00 | 0.00 | 14.14K |
MONDELEZ INTL INCSOLE | CL A | 21.02K | SH | $1.4K 2.12% | 0.00 | 0.00 | 21.02K |
JOHNSON & JOHNSONSOLE | COM | 7.93K | SH | $1.2K 1.81% | 0.00 | 0.00 | 7.93K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 21.54K | SH | $1.1K 1.59% | 0.00 | 0.00 | 21.54K |
PEPSICO INCSOLE | COM | 7.50K | SH | $990.00 1.48% | 0.00 | 0.00 | 7.50K |
WESTERN DIGITAL CORPSOLE | COM | 13.20K | SH | $845.00 1.26% | 0.00 | 0.00 | 13.20K |
MCDONALDS CORPSOLE | COM | 2.82K | SH | $825.00 1.23% | 0.00 | 0.00 | 2.82K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 14.80K | SH | $775.00 1.16% | 0.00 | 0.00 | 14.80K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 9.81K | SH | $772.00 1.15% | 0.00 | 0.00 | 9.81K |
VERIZON COMMUNICATIONS INCSOLE | COM | 15.27K | SH | $661.00 0.99% | 0.00 | 0.00 | 15.27K |
SPDR GOLD TRSOLE | GOLD SHS | 2.15K | SH | $657.00 0.98% | 0.00 | 0.00 | 2.15K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 3.64K | SH | $644.00 0.96% | 0.00 | 0.00 | 3.64K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 1.04K | SH | $641.00 0.96% | 0.00 | 0.00 | 1.04K |
AT&T INCSOLE | COM | 21.98K | SH | $636.00 0.95% | 0.00 | 0.00 | 21.98K |
INTEL CORPSOLE | COM | 27.12K | SH | $607.00 0.91% | 0.00 | 0.00 | 27.12K |
NIO INCSOLE | SPON ADS | 17.65K | SH | $605.00 0.90% | 0.00 | 0.00 | 17.65K |
MARSH & MCLENNAN COS INCSOLE | COM | 2.76K | SH | $603.00 0.90% | 0.00 | 0.00 | 2.76K |
INNOVATIVE INDL PPTYS INCSOLE | COM | 4.66K | SH | $602.00 0.90% | 0.00 | 0.00 | 4.66K |
HOME DEPOT INCSOLE | COM | 4.79K | SH | $601.00 0.90% | 0.00 | 0.00 | 4.79K |