| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | DANAHER CORP DEL | 7,470 | 694,000 | 0.41% | ||
| 52 | ISHARES TR | 9,497 | 714,000 | 0.42% | ||
| 53 | JOHNSON & JOHNSON | 8,662 | 890,000 | 0.52% | ||
| 54 | PEPSICO INC | 8,972 | 896,000 | 0.53% | ||
| 55 | INTERNATIONAL BUSINESS MACHS | 6,574 | 905,000 | 0.53% | ||
| 56 | JPMORGAN CHASE & CO | 14,158 | 935,000 | 0.55% | ||
| 57 | ISHARES TR | 4,602 | 943,000 | 0.56% | ||
| 58 | WASHINGTONFIRST BANKSHARES I | 41,808 | 947,000 | 0.56% | ||
| 59 | FORD MTR CO DEL | 70,582 | 995,000 | 0.59% | ||
| 60 | MCCORMICK CO INC | 13,627 | 1,163,000 | 0.68% | ||
| 61 | PFIZER INC | 53,065 | 1,713,000 | 1.01% | ||
| 62 | APPLE INC | 16,459 | 1,732,000 | 1.02% | ||
| 63 | EXXON MOBIL CORP | 23,059 | 1,797,000 | 1.06% | ||
| 64 | GENERAL ELECTRIC CO | 68,288 | 2,127,000 | 1.25% | ||
| 65 | ISHARES TR | 19,371 | 2,182,000 | 1.29% | ||
| 66 | VANGUARD INDEX FDS | 34,837 | 2,778,000 | 1.64% | PRN | |
| 67 | VANGUARD WHITEHALL FDS | 47,827 | 3,192,000 | 1.88% | ||
| 68 | VANGUARD INDEX FDS | 30,400 | 3,651,000 | 2.15% | ||
| 69 | PIMCO ETF TR | 57,447 | 5,780,000 | 3.40% | ||
| 70 | VANGUARD TAX-MANAGED FDS | 158,899 | 5,835,000 | 3.44% | ||
| 71 | ISHARES TR | 56,935 | 6,269,000 | 3.69% | ||
| 72 | SCHWAB SHORT-TERM US TREASURY ETF | 142,669 | 7,196,000 | 4.24% | ||
| 73 | VANGUARD INDEX FDS | 88,704 | 16,581,000 | 9.77% | ||
| 74 | ISHARES TR | 155,242 | 21,628,000 | 12.74% | ||
| 75 | SPDR S&P 500 ETF TR | 112,223 | 22,879,000 | 13.47% | ||
| 76 | SCHWAB U.S. LARGE-CAP ETF | 800,572 | 38,884,000 | 22.90% |
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.
