| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 871,730 | 43,386,000 | 22.66% | ||
| 2 | ISHARES TR | 161,484 | 24,124,000 | 12.60% | ||
| 3 | SPDR S&P 500 ETF TR | 114,478 | 23,980,000 | 12.53% | ||
| 4 | VANGUARD INDEX FDS | 103,067 | 19,809,000 | 10.35% | ||
| 5 | SCHWAB SHORT-TERM US TREASURY ETF | 162,119 | 8,262,000 | 4.32% | ||
| 6 | ISHARES TR | 56,246 | 6,536,000 | 3.41% | ||
| 7 | PIMCO ETF TR | 63,963 | 6,471,000 | 3.38% | ||
| 8 | VANGUARD TAX-MANAGED FDS | 178,634 | 6,316,000 | 3.30% | ||
| 9 | VANGUARD INDEX FDS | 41,993 | 5,192,000 | 2.71% | ||
| 10 | ISHARES TR | 16,600 | 3,494,000 | 1.82% | ||
| 11 | VANGUARD WHITEHALL FDS | 46,763 | 3,342,000 | 1.75% | ||
| 12 | ISHARES TR | 21,259 | 2,444,000 | 1.28% | ||
| 13 | EXXON MOBIL CORP | 24,223 | 2,271,000 | 1.19% | ||
| 14 | GENERAL ELECTRIC CO | 69,969 | 2,203,000 | 1.15% | ||
| 15 | PFIZER INC | 62,360 | 2,196,000 | 1.15% | ||
| 16 | VANGUARD INDEX FDS | 24,198 | 2,146,000 | 1.12% | PRN | |
| 17 | APPLE INC | 19,385 | 1,853,000 | 0.97% | ||
| 18 | AMAZON COM INC | 2,302 | 1,647,000 | 0.86% | ||
| 19 | MCCORMICK CO INC | 13,627 | 1,446,000 | 0.76% | ||
| 20 | INTERNATIONAL BUSINESS MACHS | 6,841 | 1,038,000 | 0.54% | ||
| 21 | PEPSICO INC | 9,122 | 966,000 | 0.50% | ||
| 22 | ISHARES TR | 10,837 | 924,000 | 0.48% | ||
| 23 | WASHINGTONFIRST BANKSHARES I | 41,808 | 903,000 | 0.47% | ||
| 24 | BT GROUP PLC ADR | 27,190 | 757,000 | 0.40% | ||
| 25 | DANAHER CORP DEL | 7,170 | 724,000 | 0.38% | ||
| 26 | BERKSHIRE HATHAWAY INC DEL | 4,882 | 707,000 | 0.37% | ||
| 27 | VERIZON COMMUNICATIONS INC | 12,404 | 693,000 | 0.36% | ||
| 28 | JPMORGAN CHASE & CO | 11,082 | 689,000 | 0.36% | ||
| 29 | NEXTERA ENERGY INC | 5,175 | 675,000 | 0.35% | ||
| 30 | FORD MTR CO DEL | 53,680 | 675,000 | 0.35% | ||
| 31 | MCDONALDS CORP | 5,002 | 602,000 | 0.31% | ||
| 32 | SCHWAB U.S. SMALL-CAP ETF | 10,774 | 582,000 | 0.30% | ||
| 33 | JOHNSON & JOHNSON | 4,707 | 571,000 | 0.30% | ||
| 34 | LABORATORY CORP AMER HLDGS | 4,197 | 547,000 | 0.29% | ||
| 35 | COMCAST CORP NEW | 7,995 | 521,000 | 0.27% | ||
| 36 | UNITED BANKSHARES INC WEST VA COM | 12,729 | 477,000 | 0.25% | ||
| 37 | ENTERPRISE PRODS PARTNERS L | 16,095 | 471,000 | 0.25% | ||
| 38 | NORFOLK SOUTHN CORP | 5,358 | 456,000 | 0.24% | ||
| 39 | ISHARES TR | 8,134 | 454,000 | 0.24% | ||
| 40 | WELLS FARGO & CO NEW | 9,309 | 441,000 | 0.23% | ||
| 41 | ABBVIE INC | 6,826 | 423,000 | 0.22% | ||
| 42 | AT&T INC | 9,674 | 418,000 | 0.22% | ||
| 43 | ISHARES TR | 3,945 | 407,000 | 0.21% | ||
| 44 | GENERAL MLS INC | 5,564 | 397,000 | 0.21% | ||
| 45 | ALPHABET INC | 515 | 362,000 | 0.19% | ||
| 46 | VANGUARD BD INDEX FDS | 4,405 | 357,000 | 0.19% | ||
| 47 | SPDR S&P MIDCAP 400 ETF TR | 1,279 | 348,000 | 0.18% | ||
| 48 | MAGELLAN MIDSTREAM PRTNRS LP | 4,364 | 332,000 | 0.17% | ||
| 49 | STARBUCKS CORP | 5,782 | 330,000 | 0.17% | ||
| 50 | TJX COS INC NEW | 3,970 | 307,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-003646, filed 2016.08.03).
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.
