| # | % | |||||
|---|---|---|---|---|---|---|
| 51 | MICROSOFT CORP | 5,636 | 371,000 | 0.17% | ||
| 52 | 3M CO | 1,999 | 382,000 | 0.17% | ||
| 53 | GENERAL MLS INC | 6,719 | 396,000 | 0.18% | ||
| 54 | SPDR S&P MIDCAP 400 ETF TR | 1,274 | 398,000 | 0.18% | ||
| 55 | ISHARES TR | 6,684 | 416,000 | 0.19% | ||
| 56 | AT&T INC | 10,133 | 421,000 | 0.19% | ||
| 57 | INTEL CORP | 11,962 | 431,000 | 0.19% | ||
| 58 | ENTERPRISE PRODS PARTNERS L | 16,095 | 444,000 | 0.20% | ||
| 59 | ISHARES TR | 3,945 | 453,000 | 0.20% | ||
| 60 | ABBVIE INC | 7,546 | 492,000 | 0.22% | ||
| 61 | MCDONALDS CORP | 3,889 | 504,000 | 0.23% | ||
| 62 | GENERAL MTRS CO | 14,576 | 515,000 | 0.23% | ||
| 63 | COMCAST CORP NEW | 13,910 | 523,000 | 0.23% | ||
| 64 | MAGELLAN MIDSTREAM PRTNRS LP | 7,264 | 559,000 | 0.25% | ||
| 65 | PNC FINL SVCS GROUP INC | 4,819 | 579,000 | 0.26% | ||
| 66 | NORFOLK SOUTHERN CORP | 5,218 | 584,000 | 0.26% | ||
| 67 | DANAHER CORP DEL | 6,930 | 593,000 | 0.27% | ||
| 68 | UNITED BANKSHARES INC WEST VA COM | 14,479 | 612,000 | 0.27% | ||
| 69 | MARRIOTT INTL INC NEW | 6,531 | 615,000 | 0.28% | ||
| 70 | FORD MTR CO DEL | 53,686 | 625,000 | 0.28% | ||
| 71 | VERIZON COMMUNICATIONS INC | 13,726 | 669,000 | 0.30% | ||
| 72 | JOHNSON & JOHNSON | 5,484 | 683,000 | 0.31% | ||
| 73 | LABORATORY CORP AMER HLDGS | 5,066 | 727,000 | 0.33% | ||
| 74 | SCHWAB U.S. SMALL-CAP ETF | 11,516 | 737,000 | 0.33% | ||
| 75 | ALPHABET INC | 890 | 755,000 | 0.34% | ||
| 76 | NEXTERA ENERGY INC | 6,340 | 814,000 | 0.36% | ||
| 77 | VANGUARD INDEX FDS | 11,600 | 958,000 | 0.43% | PRN | |
| 78 | ISHARES TR | 10,718 | 976,000 | 0.44% | ||
| 79 | BERKSHIRE HATHAWAY INC DEL | 6,222 | 1,037,000 | 0.46% | ||
| 80 | PEPSICO INC | 9,608 | 1,075,000 | 0.48% | ||
| 81 | INTERNATIONAL BUSINESS MACHS | 6,675 | 1,162,000 | 0.52% | ||
| 82 | WASHINGTONFIRST BANKSHARES I | 43,715 | 1,224,000 | 0.55% | ||
| 83 | JPMORGAN CHASE & CO | 14,065 | 1,235,000 | 0.55% | ||
| 84 | MCCORMICK CO INC | 13,232 | 1,290,000 | 0.58% | ||
| 85 | VANGUARD TAX-MANAGED FDS | 33,441 | 1,314,000 | 0.59% | ||
| 86 | EXXON MOBIL CORP | 24,406 | 2,002,000 | 0.90% | ||
| 87 | GENERAL ELECTRIC CO | 70,754 | 2,108,000 | 0.94% | ||
| 88 | PFIZER INC | 62,938 | 2,153,000 | 0.96% | ||
| 89 | AMAZON COM INC | 2,432 | 2,156,000 | 0.97% | ||
| 90 | ISHARES TR | 20,599 | 2,832,000 | 1.27% | ||
| 91 | VANGUARD WHITEHALL FDS | 39,268 | 3,049,000 | 1.37% | ||
| 92 | APPLE INC | 23,032 | 3,309,000 | 1.48% | ||
| 93 | ISHARES TR | 20,001 | 4,746,000 | 2.12% | ||
| 94 | VANGUARD INDEX FDS | 41,905 | 5,835,000 | 2.61% | ||
| 95 | ISHARES TR | 99,481 | 6,880,000 | 3.08% | ||
| 96 | SCHWAB SHORT-TERM US TREASURY ETF | 156,568 | 7,900,000 | 3.54% | ||
| 97 | PIMCO ETF TR | 79,773 | 8,109,000 | 3.63% | ||
| 98 | VANGUARD INDEX FDS | 102,415 | 22,158,000 | 9.92% | ||
| 99 | SPDR S&P 500 ETF TR | 107,014 | 25,227,000 | 11.29% | ||
| 100 | ISHARES TR | 193,365 | 33,112,000 | 14.83% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001172661-17-000988, filed 2017.05.10).
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.
