| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCHWAB U.S. LARGE-CAP ETF | 917,786 | 48,881,000 | 23.92% | ||
| 2 | ISHARES TR | 193,066 | 31,921,000 | 15.62% | ||
| 3 | SPDR S&P 500 ETF TR | 109,409 | 24,456,000 | 11.97% | ||
| 4 | VANGUARD INDEX FDS | 103,254 | 21,199,000 | 10.37% | ||
| 5 | SCHWAB SHORT-TERM US TREASURY ETF | 163,604 | 8,249,000 | 4.04% | ||
| 6 | PIMCO ETF TR | 76,358 | 7,737,000 | 3.79% | ||
| 7 | ISHARES TR | 53,327 | 7,334,000 | 3.59% | ||
| 8 | VANGUARD INDEX FDS | 42,468 | 5,590,000 | 2.73% | ||
| 9 | ISHARES TR | 19,541 | 4,396,000 | 2.15% | ||
| 10 | VANGUARD WHITEHALL FDS | 43,917 | 3,328,000 | 1.63% | ||
| 11 | ISHARES TR | 20,734 | 2,796,000 | 1.37% | ||
| 12 | EXXON MOBIL CORP | 24,031 | 2,169,000 | 1.06% | ||
| 13 | APPLE INC | 18,404 | 2,132,000 | 1.04% | ||
| 14 | GENERAL ELECTRIC CO | 65,324 | 2,064,000 | 1.01% | ||
| 15 | PFIZER INC | 61,234 | 1,989,000 | 0.97% | ||
| 16 | AMAZON COM INC | 2,237 | 1,677,000 | 0.82% | ||
| 17 | WASHINGTONFIRST BANKSHARES I | 43,715 | 1,267,000 | 0.62% | ||
| 18 | VANGUARD TAX-MANAGED FDS | 34,345 | 1,255,000 | 0.61% | ||
| 19 | MCCORMICK CO INC | 13,457 | 1,253,000 | 0.61% | ||
| 20 | INTERNATIONAL BUSINESS MACHS | 6,675 | 1,108,000 | 0.54% | ||
| 21 | VANGUARD INDEX FDS | 12,520 | 1,033,000 | 0.51% | PRN | |
| 22 | JPMORGAN CHASE & CO | 11,105 | 958,000 | 0.47% | ||
| 23 | ISHARES TR | 10,713 | 949,000 | 0.46% | ||
| 24 | PEPSICO INC | 8,527 | 892,000 | 0.44% | ||
| 25 | BERKSHIRE HATHAWAY INC DEL | 4,282 | 698,000 | 0.34% | ||
| 26 | SCHWAB U.S. SMALL-CAP ETF | 10,956 | 674,000 | 0.33% | ||
| 27 | FORD MTR CO DEL | 53,684 | 651,000 | 0.32% | ||
| 28 | VERIZON COMMUNICATIONS INC | 11,641 | 621,000 | 0.30% | ||
| 29 | NEXTERA ENERGY INC | 5,175 | 618,000 | 0.30% | ||
| 30 | UNITED BANKSHARES INC WEST VA COM | 12,729 | 589,000 | 0.29% | ||
| 31 | NORFOLK SOUTHN CORP | 5,358 | 579,000 | 0.28% | ||
| 32 | JOHNSON & JOHNSON | 4,707 | 542,000 | 0.27% | ||
| 33 | DANAHER CORP DEL | 6,930 | 539,000 | 0.26% | ||
| 34 | LABORATORY CORP AMER HLDGS | 3,829 | 492,000 | 0.24% | ||
| 35 | COMCAST CORP NEW | 7,030 | 485,000 | 0.24% | ||
| 36 | MCDONALDS CORP | 3,889 | 473,000 | 0.23% | ||
| 37 | ISHARES TR | 3,945 | 442,000 | 0.22% | ||
| 38 | ENTERPRISE PRODS PARTNERS L | 16,095 | 435,000 | 0.21% | ||
| 39 | ABBVIE INC | 6,826 | 427,000 | 0.21% | ||
| 40 | MARRIOTT INTL | 4,997 | 413,000 | 0.20% | ||
| 41 | ISHARES TR | 6,684 | 386,000 | 0.19% | ||
| 42 | SPDR S&P MIDCAP 400 ETF TR | 1,279 | 386,000 | 0.19% | ||
| 43 | PNC FINL SVCS GROUP INC | 3,228 | 378,000 | 0.18% | ||
| 44 | MICROSOFT CORP | 5,871 | 365,000 | 0.18% | ||
| 45 | ALPHABET INC | 448 | 355,000 | 0.17% | ||
| 46 | VANGUARD BD INDEX FDS | 4,405 | 350,000 | 0.17% | ||
| 47 | GENERAL MTRS CO | 9,941 | 346,000 | 0.17% | ||
| 48 | GENERAL MLS INC | 5,564 | 344,000 | 0.17% | ||
| 49 | MAGELLAN MIDSTREAM PRTNRS LP | 4,364 | 330,000 | 0.16% | ||
| 50 | AT&T INC | 7,632 | 325,000 | 0.16% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000229, filed 2017.02.01).
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.
