| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 800,572 | 38,884,000 | 22.90% | ||
| 2 | SPDR S&P 500 ETF TR | 112,223 | 22,879,000 | 13.47% | ||
| 3 | ISHARES TR | 155,242 | 21,628,000 | 12.74% | ||
| 4 | VANGUARD INDEX FDS | 88,704 | 16,581,000 | 9.77% | ||
| 5 | SCHWAB SHORT-TERM US TREASURY ETF | 142,669 | 7,196,000 | 4.24% | ||
| 6 | ISHARES TR | 56,935 | 6,269,000 | 3.69% | ||
| 7 | VANGUARD TAX-MANAGED FDS | 158,899 | 5,835,000 | 3.44% | ||
| 8 | PIMCO ETF TR | 57,447 | 5,780,000 | 3.40% | ||
| 9 | VANGUARD INDEX FDS | 30,400 | 3,651,000 | 2.15% | ||
| 10 | VANGUARD WHITEHALL FDS | 47,827 | 3,192,000 | 1.88% | ||
| 11 | VANGUARD INDEX FDS | 34,837 | 2,778,000 | 1.64% | PRN | |
| 12 | ISHARES TR | 19,371 | 2,182,000 | 1.29% | ||
| 13 | GENERAL ELECTRIC CO | 68,288 | 2,127,000 | 1.25% | ||
| 14 | EXXON MOBIL CORP | 23,059 | 1,797,000 | 1.06% | ||
| 15 | APPLE INC | 16,459 | 1,732,000 | 1.02% | ||
| 16 | PFIZER INC | 53,065 | 1,713,000 | 1.01% | ||
| 17 | MCCORMICK CO INC | 13,627 | 1,163,000 | 0.68% | ||
| 18 | FORD MTR CO DEL | 70,582 | 995,000 | 0.59% | ||
| 19 | WASHINGTONFIRST BANKSHARES I | 41,808 | 947,000 | 0.56% | ||
| 20 | ISHARES TR | 4,602 | 943,000 | 0.56% | ||
| 21 | JPMORGAN CHASE & CO | 14,158 | 935,000 | 0.55% | ||
| 22 | INTERNATIONAL BUSINESS MACHS | 6,574 | 905,000 | 0.53% | ||
| 23 | PEPSICO INC | 8,972 | 896,000 | 0.53% | ||
| 24 | JOHNSON & JOHNSON | 8,662 | 890,000 | 0.52% | ||
| 25 | ISHARES TR | 9,497 | 714,000 | 0.42% | ||
| 26 | DANAHER CORP DEL | 7,470 | 694,000 | 0.41% | ||
| 27 | BERKSHIRE HATHAWAY INC DEL | 5,143 | 679,000 | 0.40% | ||
| 28 | AMAZON COM INC | 900 | 608,000 | 0.36% | ||
| 29 | VERIZON COMMUNICATIONS INC | 12,686 | 586,000 | 0.35% | ||
| 30 | MCDONALDS CORP | 4,169 | 493,000 | 0.29% | ||
| 31 | ABBVIE INC | 8,066 | 478,000 | 0.28% | ||
| 32 | WELLS FARGO & CO NEW | 8,748 | 476,000 | 0.28% | ||
| 33 | NORFOLK SOUTHN CORP | 5,596 | 473,000 | 0.28% | ||
| 34 | UNITED BANKSHARES INC WEST VA COM | 12,587 | 466,000 | 0.27% | ||
| 35 | ISHARES TR | 7,749 | 455,000 | 0.27% | ||
| 36 | COMCAST CORP NEW | 7,995 | 451,000 | 0.27% | ||
| 37 | ENTERPRISE PRODS PARTNERS L | 16,632 | 425,000 | 0.25% | ||
| 38 | NEXTERA ENERGY INC | 4,075 | 423,000 | 0.25% | ||
| 39 | LABORATORY CORP AMER HLDGS | 3,397 | 420,000 | 0.25% | ||
| 40 | ISHARES TR | 4,127 | 404,000 | 0.24% | ||
| 41 | ALPHABET INC | 506 | 394,000 | 0.23% | ||
| 42 | STARBUCKS CORP | 5,942 | 357,000 | 0.21% | ||
| 43 | GENERAL MLS INC | 6,064 | 350,000 | 0.21% | ||
| 44 | PROSHARES TR | 6,955 | 343,000 | 0.20% | ||
| 45 | AT&T INC | 9,672 | 333,000 | 0.20% | ||
| 46 | SPDR S&P MIDCAP 400 ETF TR | 1,279 | 325,000 | 0.19% | ||
| 47 | PROCTER AND GAMBLE CO | 4,076 | 324,000 | 0.19% | ||
| 48 | MAGELLAN MIDSTREAM PRTNRS LP | 4,638 | 315,000 | 0.19% | ||
| 49 | INTEL CORP | 8,806 | 303,000 | 0.18% | ||
| 50 | MICROSOFT CORP | 5,413 | 300,000 | 0.18% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-002436, filed 2016.02.05).
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.
