| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | NORFOLK SOUTHERN CORP | 5,358 | 579,000 | 0.28% | ||
| 52 | UNITED BANKSHARES INC WEST VA COM | 12,729 | 589,000 | 0.29% | ||
| 53 | NEXTERA ENERGY INC | 5,175 | 618,000 | 0.30% | ||
| 54 | VERIZON COMMUNICATIONS INC | 11,641 | 621,000 | 0.30% | ||
| 55 | FORD MTR CO DEL | 53,684 | 651,000 | 0.32% | ||
| 56 | SCHWAB U.S. SMALL-CAP ETF | 10,956 | 674,000 | 0.33% | ||
| 57 | BERKSHIRE HATHAWAY INC DEL | 4,282 | 698,000 | 0.34% | ||
| 58 | PEPSICO INC | 8,527 | 892,000 | 0.44% | ||
| 59 | ISHARES TR | 10,713 | 949,000 | 0.46% | ||
| 60 | JPMORGAN CHASE & CO | 11,105 | 958,000 | 0.47% | ||
| 61 | VANGUARD INDEX FDS | 12,520 | 1,033,000 | 0.51% | PRN | |
| 62 | INTERNATIONAL BUSINESS MACHS | 6,675 | 1,108,000 | 0.54% | ||
| 63 | MCCORMICK CO INC | 13,457 | 1,253,000 | 0.61% | ||
| 64 | VANGUARD TAX-MANAGED FDS | 34,345 | 1,255,000 | 0.61% | ||
| 65 | WASHINGTONFIRST BANKSHARES I | 43,715 | 1,267,000 | 0.62% | ||
| 66 | AMAZON COM INC | 2,237 | 1,677,000 | 0.82% | ||
| 67 | PFIZER INC | 61,234 | 1,989,000 | 0.97% | ||
| 68 | GENERAL ELECTRIC CO | 65,324 | 2,064,000 | 1.01% | ||
| 69 | APPLE INC | 18,404 | 2,132,000 | 1.04% | ||
| 70 | EXXON MOBIL CORP | 24,031 | 2,169,000 | 1.06% | ||
| 71 | ISHARES TR | 20,734 | 2,796,000 | 1.37% | ||
| 72 | VANGUARD WHITEHALL FDS | 43,917 | 3,328,000 | 1.63% | ||
| 73 | ISHARES TR | 19,541 | 4,396,000 | 2.15% | ||
| 74 | VANGUARD INDEX FDS | 42,468 | 5,590,000 | 2.73% | ||
| 75 | ISHARES TR | 53,327 | 7,334,000 | 3.59% | ||
| 76 | PIMCO ETF TR | 76,358 | 7,737,000 | 3.79% | ||
| 77 | SCHWAB SHORT-TERM US TREASURY ETF | 163,604 | 8,249,000 | 4.04% | ||
| 78 | VANGUARD INDEX FDS | 103,254 | 21,199,000 | 10.37% | ||
| 79 | SPDR S&P 500 ETF TR | 109,409 | 24,456,000 | 11.97% | ||
| 80 | ISHARES TR | 193,066 | 31,921,000 | 15.62% | ||
| 81 | SCHWAB U.S. LARGE-CAP ETF | 917,786 | 48,881,000 | 23.92% |
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.
