| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 112,996 | 22,116,000 | 19.13% | ||
| 2 | ISHARES TR | 124,776 | 17,853,000 | 15.45% | ||
| 3 | SCHWAB U.S. LARGE-CAP ETF | 353,662 | 16,562,000 | 14.33% | ||
| 4 | ISHARES TR | 44,230 | 4,958,000 | 4.29% | ||
| 5 | SCHWAB US DIVIDEND EQUITY ETF | 122,225 | 4,678,000 | 4.05% | ||
| 6 | VANGUARD WHITEHALL FDS | 67,099 | 4,450,000 | 3.85% | ||
| 7 | PIMCO ETF TR | 39,938 | 4,050,000 | 3.50% | ||
| 8 | ISHARES TR | 27,908 | 3,316,000 | 2.87% | ||
| 9 | EXXON MOBIL CORP | 26,630 | 2,681,000 | 2.32% | ||
| 10 | PFIZER INC | 52,716 | 1,565,000 | 1.35% | ||
| 11 | APPLE INC | 15,951 | 1,482,000 | 1.28% | ||
| 12 | GENERAL ELECTRIC CO | 55,720 | 1,464,000 | 1.27% | ||
| 13 | INTERNATIONAL BUSINESS MACHS | 7,362 | 1,334,000 | 1.15% | ||
| 14 | MCCORMICK CO INC | 13,627 | 971,000 | 0.84% | ||
| 15 | JOHNSON & JOHNSON | 8,893 | 930,000 | 0.80% | ||
| 16 | MCDONALDS CORP | 9,164 | 923,000 | 0.80% | ||
| 17 | ISHARES TR | 11,583 | 892,000 | 0.77% | ||
| 18 | FORD MTR CO DEL | 50,105 | 864,000 | 0.75% | ||
| 19 | DANAHER CORP DEL | 10,473 | 825,000 | 0.71% | ||
| 20 | PEPSICO INC | 8,638 | 772,000 | 0.67% | ||
| 21 | JPMORGAN CHASE & CO | 12,714 | 733,000 | 0.63% | ||
| 22 | ISHARES TR | 10,657 | 729,000 | 0.63% | ||
| 23 | CHEVRON CORP NEW | 4,688 | 612,000 | 0.53% | ||
| 24 | ISHARES TR | 7,710 | 587,000 | 0.51% | ||
| 25 | NORFOLK SOUTHN CORP | 5,616 | 579,000 | 0.50% | ||
| 26 | VERIZON COMMUNICATIONS INC | 11,679 | 571,000 | 0.49% | ||
| 27 | PROSHARES TR | 6,015 | 571,000 | 0.49% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 4,362 | 552,000 | 0.48% | ||
| 29 | COMCAST CORP NEW | 10,110 | 543,000 | 0.47% | ||
| 30 | GENERAL MLS INC | 10,187 | 535,000 | 0.46% | ||
| 31 | NEXTERA ENERGY INC | 5,001 | 513,000 | 0.44% | ||
| 32 | ENTERPRISE PRODS PARTNERS L | 6,454 | 505,000 | 0.44% | ||
| 33 | EMERSON ELEC CO | 7,474 | 496,000 | 0.43% | ||
| 34 | PROCTER AND GAMBLE CO | 6,275 | 493,000 | 0.43% | ||
| 35 | DUKE ENERGY CORP NEW | 6,638 | 492,000 | 0.43% | ||
| 36 | ISHARES TR | 2,434 | 479,000 | 0.41% | ||
| 37 | INTEL CORP | 14,600 | 451,000 | 0.39% | ||
| 38 | WISDOMTREE TR | 6,230 | 436,000 | 0.38% | ||
| 39 | BB&T CORP | 10,943 | 431,000 | 0.37% | ||
| 40 | WASHINGTONFIRST BANKSHARES I | 27,716 | 413,000 | 0.36% | ||
| 41 | MICROSOFT CORP | 9,895 | 413,000 | 0.36% | ||
| 42 | CISCO SYS INC | 16,595 | 412,000 | 0.36% | ||
| 43 | UNITED BANKSHARES INC WEST VA COM | 12,587 | 407,000 | 0.35% | ||
| 44 | ISHARES TR | 3,945 | 400,000 | 0.35% | ||
| 45 | DOMINION ENERGY INC | 5,433 | 389,000 | 0.34% | ||
| 46 | ABBVIE INC | 6,847 | 386,000 | 0.33% | ||
| 47 | MAGELLAN MIDSTREAM PRTNRS LP | 4,434 | 373,000 | 0.32% | ||
| 48 | SPDR INDEX SHS FDS | 10,568 | 373,000 | 0.32% | ||
| 49 | CONOCOPHILLIPS | 4,336 | 372,000 | 0.32% | ||
| 50 | SIGMA ALDRICH | 3,657 | 371,000 | 0.32% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-14-001314, filed 2014.08.06).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
