| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 823,586 | 37,687,000 | 22.59% | ||
| 2 | ISHARES TR | 161,068 | 22,004,000 | 13.19% | ||
| 3 | SPDR S&P 500 ETF TR | 112,084 | 21,479,000 | 12.87% | ||
| 4 | VANGUARD INDEX FDS | 146,428 | 11,061,000 | 6.63% | PRN | |
| 5 | JPMORGAN CHASE & CO | 228,773 | 6,952,000 | 4.17% | PRN | |
| 6 | VANGUARD TAX-MANAGED FDS | 171,176 | 6,101,000 | 3.66% | ||
| 7 | ISHARES TR | 56,633 | 6,035,000 | 3.62% | ||
| 8 | SCHWAB SHORT-TERM US TREASURY ETF | 115,004 | 5,842,000 | 3.50% | ||
| 9 | PIMCO ETF TR | 55,795 | 5,621,000 | 3.37% | ||
| 10 | VANGUARD WHITEHALL FDS | 73,854 | 4,627,000 | 2.77% | ||
| 11 | VANGUARD INTL EQUITY INDEX F | 68,769 | 2,276,000 | 1.36% | ||
| 12 | ISHARES TR | 20,628 | 2,253,000 | 1.35% | ||
| 13 | APPLE INC | 17,442 | 1,924,000 | 1.15% | ||
| 14 | PFIZER INC | 55,377 | 1,739,000 | 1.04% | ||
| 15 | EXXON MOBIL CORP | 22,845 | 1,699,000 | 1.02% | ||
| 16 | GENERAL ELECTRIC CO | 61,690 | 1,556,000 | 0.93% | ||
| 17 | MCCORMICK CO INC | 13,627 | 1,118,000 | 0.67% | ||
| 18 | FORD MTR CO DEL | 73,652 | 999,000 | 0.60% | ||
| 19 | INTERNATIONAL BUSINESS MACHS | 6,860 | 995,000 | 0.60% | ||
| 20 | JPMORGAN CHASE & CO | 15,659 | 955,000 | 0.57% | ||
| 21 | PEPSICO INC | 9,927 | 936,000 | 0.56% | ||
| 22 | VANGUARD INDEX FDS | 5,202 | 914,000 | 0.55% | ||
| 23 | JOHNSON & JOHNSON | 9,493 | 886,000 | 0.53% | ||
| 24 | BERKSHIRE HATHAWAY INC DEL | 6,289 | 820,000 | 0.49% | ||
| 25 | ISHARES TR | 10,966 | 798,000 | 0.48% | ||
| 26 | ENTERPRISE PRODS PARTNERS L | 31,249 | 778,000 | 0.47% | ||
| 27 | ISHARES TR | 3,811 | 734,000 | 0.44% | ||
| 28 | WASHINGTONFIRST BANKSHARES I | 36,021 | 664,000 | 0.40% | ||
| 29 | VERIZON COMMUNICATIONS INC | 15,165 | 660,000 | 0.40% | ||
| 30 | DANAHER CORP DEL | 7,470 | 637,000 | 0.38% | ||
| 31 | COMCAST CORP NEW | 10,360 | 589,000 | 0.35% | ||
| 32 | ABBVIE INC | 9,981 | 543,000 | 0.33% | ||
| 33 | UNITED BANKSHARES INC WEST VA COM | 12,587 | 478,000 | 0.29% | ||
| 34 | ISHARES TR | 8,069 | 463,000 | 0.28% | ||
| 35 | AMAZON COM INC | 885 | 453,000 | 0.27% | ||
| 36 | GENERAL MLS INC | 7,764 | 436,000 | 0.26% | ||
| 37 | MCDONALDS CORP | 4,089 | 403,000 | 0.24% | ||
| 38 | PROCTER AND GAMBLE CO | 5,588 | 402,000 | 0.24% | ||
| 39 | NEXTERA ENERGY INC | 4,075 | 398,000 | 0.24% | ||
| 40 | MAGELLAN MIDSTREAM PRTNRS LP | 6,480 | 390,000 | 0.23% | ||
| 41 | ISHARES TR | 4,127 | 385,000 | 0.23% | ||
| 42 | FLEXSHARES QUALITY DIVIDEND INDEX FUND | 11,020 | 368,000 | 0.22% | ||
| 43 | NORFOLK SOUTHN CORP | 4,808 | 367,000 | 0.22% | ||
| 44 | CISCO SYS INC | 13,898 | 365,000 | 0.22% | ||
| 45 | LABORATORY CORP AMER HLDGS | 3,347 | 363,000 | 0.22% | ||
| 46 | ENERGY TRANSFER PRTNRS L P | 8,789 | 361,000 | 0.22% | PRN | |
| 47 | INTEL CORP | 11,802 | 356,000 | 0.21% | ||
| 48 | SCHWAB U.S. MID-CAP ETF | 8,964 | 349,000 | 0.21% | ||
| 49 | MICROSOFT CORP | 7,813 | 346,000 | 0.21% | ||
| 50 | WELLS FARGO & CO NEW | 6,708 | 344,000 | 0.21% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-15-001852, filed 2015.11.03).
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.
