| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ISHARES TR | 203,062 | 44,178,000 | 6.88% | ||
| 2 | VANGUARD INDEX FDS | 216,046 | 42,926,000 | 6.69% | ||
| 3 | ISHARES TR | 231,040 | 28,698,000 | 4.47% | ||
| 4 | SCHWAB INTERNATIONAL EQUITY ETF | 784,300 | 22,580,000 | 3.52% | ||
| 5 | VANGUARD TAX-MANAGED FDS | 566,130 | 21,179,000 | 3.30% | ||
| 6 | SCHWAB U.S. LARGE-CAP ETF | 385,090 | 19,878,000 | 3.10% | ||
| 7 | ISHARES TR | 138,384 | 17,180,000 | 2.68% | ||
| 8 | SCHWAB U.S. SMALL-CAP ETF | 255,518 | 14,705,000 | 2.29% | ||
| 9 | SPDR S&P 500 ETF TR | 59,721 | 12,918,000 | 2.01% | ||
| 10 | FIRST TR EXCHANGE TRADED FD | 488,281 | 12,363,000 | 1.93% | ||
| 11 | EAGLE BANCORP INC MD | 193,180 | 9,530,000 | 1.49% | ||
| 12 | VERIZON COMMUNICATIONS INC | 143,015 | 7,434,000 | 1.16% | ||
| 13 | APPLE INC | 63,108 | 7,134,000 | 1.11% | ||
| 14 | VANGUARD INDEX FDS | 54,765 | 7,089,000 | 1.10% | ||
| 15 | VANGUARD INTL EQUITY INDEX F | 143,150 | 6,503,000 | 1.01% | ||
| 16 | ACCENTURE PLC IRELAND | 51,804 | 6,329,000 | 0.99% | ||
| 17 | ISHARES TR | 103,230 | 6,104,000 | 0.95% | ||
| 18 | MICROSOFT CORP | 105,467 | 6,075,000 | 0.95% | ||
| 19 | SCHWAB US AGGREGATE BOND ETF | 109,125 | 5,857,000 | 0.91% | ||
| 20 | SCHWAB EMERGING MARKETS EQUITY ETF | 230,219 | 5,309,000 | 0.83% | ||
| 21 | UNITED BANKSHARES INC WEST VA COM | 138,054 | 5,200,000 | 0.81% | ||
| 22 | VANGUARD SPECIALIZED FUNDS | 59,298 | 4,977,000 | 0.78% | ||
| 23 | ISHARES TR | 43,533 | 4,535,000 | 0.71% | ||
| 24 | VANGUARD INDEX FDS | 36,544 | 4,465,000 | 0.70% | ||
| 25 | PFIZER INC | 126,976 | 4,301,000 | 0.67% | ||
| 26 | BERKSHIRE HATHAWAY INC DEL | 29,287 | 4,231,000 | 0.66% | ||
| 27 | JOHNSON & JOHNSON | 35,758 | 4,224,000 | 0.66% | ||
| 28 | EXXON MOBIL CORP | 47,373 | 4,135,000 | 0.64% | ||
| 29 | SCHWAB US TIPS ETF | 72,255 | 4,124,000 | 0.64% | ||
| 30 | GENERAL ELECTRIC CO | 126,446 | 3,745,000 | 0.58% | ||
| 31 | ISHARES TR | 33,613 | 3,550,000 | 0.55% | ||
| 32 | JPMORGAN CHASE & CO | 49,916 | 3,324,000 | 0.52% | ||
| 33 | XCEL ENERGY INC | 72,329 | 2,976,000 | 0.46% | ||
| 34 | VSE CORP | 84,770 | 2,881,000 | 0.45% | ||
| 35 | VANGUARD INTL EQUITY INDEX F | 75,649 | 2,847,000 | 0.44% | ||
| 36 | PROCTER AND GAMBLE CO | 31,572 | 2,834,000 | 0.44% | ||
| 37 | COCA COLA CO | 66,924 | 2,832,000 | 0.44% | ||
| 38 | AT&T INC | 69,331 | 2,816,000 | 0.44% | ||
| 39 | ISHARES TR | 17,247 | 2,668,000 | 0.42% | ||
| 40 | ALPHABET INC | 3,263 | 2,623,000 | 0.41% | ||
| 41 | SPDR INDEX SHS FDS | 51,266 | 2,554,000 | 0.40% | ||
| 42 | MERCK & CO INC | 40,417 | 2,522,000 | 0.39% | ||
| 43 | MASTERCARD INCORPORATED | 23,086 | 2,349,000 | 0.37% | ||
| 44 | 3M CO | 13,260 | 2,337,000 | 0.36% | ||
| 45 | ISHARES TR | 24,582 | 2,334,000 | 0.36% | ||
| 46 | HENRY SCHEIN INC | 14,267 | 2,325,000 | 0.36% | ||
| 47 | BECTON DICKINSON & CO | 12,322 | 2,215,000 | 0.35% | ||
| 48 | ALPHABET INC | 2,779 | 2,160,000 | 0.34% | ||
| 49 | ISHARES RUSSELL 1000 ETF | 17,576 | 2,117,000 | 0.33% | ||
| 50 | PEPSICO INC | 19,454 | 2,116,000 | 0.33% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001144204-16-131731, filed 2016.11.04).
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.
