| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 888,281 | 45,853,000 | 23.09% | ||
| 2 | ISHARES TR | 180,859 | 27,981,000 | 14.09% | ||
| 3 | SPDR S&P 500 ETF TR | 112,881 | 24,416,000 | 12.29% | ||
| 4 | VANGUARD INDEX FDS | 103,408 | 20,546,000 | 10.35% | ||
| 5 | SCHWAB SHORT-TERM US TREASURY ETF | 171,484 | 8,710,000 | 4.39% | ||
| 6 | PIMCO ETF TR | 71,518 | 7,253,000 | 3.65% | ||
| 7 | ISHARES TR | 55,748 | 6,921,000 | 3.48% | ||
| 8 | VANGUARD INDEX FDS | 42,468 | 5,497,000 | 2.77% | ||
| 9 | VANGUARD TAX-MANAGED FDS | 140,163 | 5,243,000 | 2.64% | ||
| 10 | ISHARES TR | 18,761 | 4,082,000 | 2.06% | ||
| 11 | VANGUARD WHITEHALL FDS | 46,105 | 3,326,000 | 1.67% | ||
| 12 | ISHARES TR | 20,804 | 2,584,000 | 1.30% | ||
| 13 | PFIZER INC | 62,388 | 2,113,000 | 1.06% | ||
| 14 | APPLE INC | 18,677 | 2,111,000 | 1.06% | ||
| 15 | EXXON MOBIL CORP | 24,131 | 2,106,000 | 1.06% | ||
| 16 | GENERAL ELECTRIC CO | 65,844 | 1,950,000 | 0.98% | ||
| 17 | AMAZON COM INC | 2,252 | 1,886,000 | 0.95% | ||
| 18 | VANGUARD INDEX FDS | 17,339 | 1,504,000 | 0.76% | PRN | |
| 19 | MCCORMICK CO INC | 13,627 | 1,365,000 | 0.69% | ||
| 20 | INTERNATIONAL BUSINESS MACHS | 6,775 | 1,076,000 | 0.54% | ||
| 21 | WASHINGTONFIRST BANKSHARES I | 41,808 | 1,029,000 | 0.52% | ||
| 22 | PEPSICO INC | 8,822 | 960,000 | 0.48% | ||
| 23 | ISHARES TR | 10,837 | 929,000 | 0.47% | ||
| 24 | JPMORGAN CHASE & CO | 11,104 | 739,000 | 0.37% | ||
| 25 | VERIZON COMMUNICATIONS INC | 12,572 | 653,000 | 0.33% | ||
| 26 | FORD MTR CO DEL | 53,682 | 648,000 | 0.33% | ||
| 27 | NEXTERA ENERGY INC | 5,175 | 633,000 | 0.32% | ||
| 28 | BERKSHIRE HATHAWAY INC DEL | 4,345 | 628,000 | 0.32% | ||
| 29 | SCHWAB U.S. SMALL-CAP ETF | 10,772 | 620,000 | 0.31% | ||
| 30 | DANAHER CORP DEL | 7,120 | 558,000 | 0.28% | ||
| 31 | JOHNSON & JOHNSON | 4,707 | 556,000 | 0.28% | ||
| 32 | LABORATORY CORP AMER HLDGS | 4,029 | 554,000 | 0.28% | ||
| 33 | NORFOLK SOUTHN CORP | 5,358 | 520,000 | 0.26% | ||
| 34 | MCDONALDS CORP | 4,419 | 510,000 | 0.26% | ||
| 35 | UNITED BANKSHARES INC WEST VA COM | 12,729 | 480,000 | 0.24% | ||
| 36 | COMCAST CORP NEW | 7,030 | 466,000 | 0.23% | ||
| 37 | ENTERPRISE PRODS PARTNERS L | 16,095 | 445,000 | 0.22% | ||
| 38 | ISHARES TR | 7,459 | 441,000 | 0.22% | ||
| 39 | ABBVIE INC | 6,826 | 431,000 | 0.22% | ||
| 40 | WELLS FARGO & CO NEW | 9,518 | 421,000 | 0.21% | ||
| 41 | ISHARES TR | 3,945 | 417,000 | 0.21% | ||
| 42 | ALPHABET INC | 496 | 399,000 | 0.20% | ||
| 43 | SPDR S&P MIDCAP 400 ETF TR | 1,279 | 361,000 | 0.18% | ||
| 44 | VANGUARD BD INDEX FDS | 4,405 | 356,000 | 0.18% | ||
| 45 | GENERAL MLS INC | 5,564 | 355,000 | 0.18% | ||
| 46 | MICROSOFT CORP | 6,028 | 347,000 | 0.17% | ||
| 47 | MARRIOTT INTL | 4,997 | 336,000 | 0.17% | ||
| 48 | CISCO SYS INC | 10,492 | 333,000 | 0.17% | ||
| 49 | GENERAL MTRS CO | 10,221 | 325,000 | 0.16% | ||
| 50 | INTEL CORP | 8,520 | 322,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-16-004072, filed 2016.11.01).
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.
