The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 1,035,565 | 5,579 | SH | SOLE | 0 | 0 | 5,579 | ||
AFLAC INC | COM | 001055102 | 592,133 | 5,615 | SH | SOLE | 0 | 0 | 5,615 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 4,638,599 | 40,901 | SH | SOLE | 0 | 0 | 40,901 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 9,855,129 | 55,922 | SH | SOLE | 0 | 0 | 55,922 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 1,469,137 | 8,282 | SH | SOLE | 0 | 0 | 8,282 | ||
ALTRIA GROUP INC | COM | 02209S103 | 13,542,544 | 230,983 | SH | SOLE | 0 | 0 | 230,983 | ||
AMAZON COM INC | COM | 023135106 | 9,590,396 | 43,714 | SH | SOLE | 0 | 0 | 43,714 | ||
AMERICAN ELEC PWR CO INC | COM | 025537101 | 296,757 | 2,860 | SH | SOLE | 0 | 0 | 2,860 | ||
AMERICAN EXPRESS CO | COM | 025816109 | 231,306 | 725 | SH | SOLE | 0 | 0 | 725 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 6,601,327 | 29,866 | SH | SOLE | 0 | 0 | 29,866 | ||
AMERIPRISE FINL INC | COM | 03076C106 | 404,740 | 758 | SH | SOLE | 0 | 0 | 758 | ||
AMGEN INC | COM | 031162100 | 6,038,828 | 21,628 | SH | SOLE | 0 | 0 | 21,628 | ||
APPLE INC | COM | 037833100 | 26,931,106 | 131,262 | SH | SOLE | 0 | 0 | 131,262 | ||
ARES CAPITAL CORP | COM | 04010L103 | 701,141 | 31,928 | SH | SOLE | 0 | 0 | 31,928 | ||
ARMADA HOFFLER PPTYS INC | COM | 04208T108 | 318,260 | 46,326 | SH | SOLE | 0 | 0 | 46,326 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 6,296,406 | 7,857 | SH | SOLE | 0 | 0 | 7,857 | ||
ASTRAZENECA PLC | SPONSORED ADR | 046353108 | 260,412 | 3,727 | SH | SOLE | 0 | 0 | 3,727 | ||
AT&T INC | COM | 00206R102 | 7,120,336 | 246,038 | SH | SOLE | 0 | 0 | 246,038 | ||
ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | 1,658,456 | 53,020 | SH | SOLE | 0 | 0 | 53,020 | ||
AXON ENTERPRISE INC | COM | 05464C101 | 264,941 | 320 | SH | SOLE | 0 | 0 | 320 | ||
BANK AMERICA CORP | COM | 060505104 | 207,447 | 4,384 | SH | SOLE | 0 | 0 | 4,384 | ||
BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | 2,915,200 | 4 | SH | SOLE | 0 | 0 | 4 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 13,451,661 | 27,691 | SH | SOLE | 0 | 0 | 27,691 | ||
BLACKROCK INCOME TR INC | COM NEW | 09247F209 | 190,031 | 16,173 | SH | SOLE | 0 | 0 | 16,173 | ||
BLACKROCK VA MUN BD TR | COM | 092481100 | 425,990 | 41,000 | SH | SOLE | 0 | 0 | 41,000 | ||
BLACKSTONE INC | COM | 09260D107 | 13,353,129 | 89,271 | SH | SOLE | 0 | 0 | 89,271 | ||
BROADCOM INC | COM | 11135F101 | 16,359,727 | 59,350 | SH | SOLE | 0 | 0 | 59,350 | ||
BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | 5,088,299 | 92,046 | SH | SOLE | 0 | 0 | 92,046 | ||
BROOKFIELD CORP | CL A LTD VT SH | 11271J107 | 285,871 | 4,622 | SH | SOLE | 0 | 0 | 4,622 | ||
CADENCE DESIGN SYSTEM INC | COM | 127387108 | 3,727,075 | 12,095 | SH | SOLE | 0 | 0 | 12,095 | ||
CALAMOS STRATEGIC TOTAL RETU | COM SH BEN INT | 128125101 | 349,018 | 19,135 | SH | SOLE | 0 | 0 | 19,135 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 1,772,240 | 8,330 | SH | SOLE | 0 | 0 | 8,330 | ||
CATERPILLAR INC | COM | 149123101 | 620,987 | 1,600 | SH | SOLE | 0 | 0 | 1,600 | ||
CHARGEPOINT HOLDINGS INC | COM CL A | 15961R105 | 10,550 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
CHEVRON CORP NEW | COM | 166764100 | 1,204,061 | 8,409 | SH | SOLE | 0 | 0 | 8,409 | ||
CISCO SYS INC | COM | 17275R102 | 1,041,847 | 15,017 | SH | SOLE | 0 | 0 | 15,017 | ||
COCA COLA CO | COM | 191216100 | 1,573,772 | 22,244 | SH | SOLE | 0 | 0 | 22,244 | ||
COLGATE PALMOLIVE CO | COM | 194162103 | 386,053 | 4,247 | SH | SOLE | 0 | 0 | 4,247 | ||
CONOCOPHILLIPS | COM | 20825C104 | 393,198 | 4,382 | SH | SOLE | 0 | 0 | 4,382 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 264,221 | 2,633 | SH | SOLE | 0 | 0 | 2,633 | ||
CORTEVA INC | COM | 22052L104 | 452,893 | 6,077 | SH | SOLE | 0 | 0 | 6,077 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 870,792 | 880 | SH | SOLE | 0 | 0 | 880 | ||
CRH PLC | ORD | G25508105 | 5,997,478 | 65,332 | SH | SOLE | 0 | 0 | 65,332 | ||
CSX CORP | COM | 126408103 | 461,157 | 14,133 | SH | SOLE | 0 | 0 | 14,133 | ||
DANAHER CORPORATION | COM | 235851102 | 3,283,315 | 16,621 | SH | SOLE | 0 | 0 | 16,621 | ||
DEVON ENERGY CORP NEW | COM | 25179M103 | 5,354,275 | 168,320 | SH | SOLE | 0 | 0 | 168,320 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 259,979 | 6,070 | SH | SOLE | 0 | 0 | 6,070 | ||
DOMINION ENERGY INC | COM | 25746U109 | 6,767,463 | 119,736 | SH | SOLE | 0 | 0 | 119,736 | ||
DOW INC | COM | 260557103 | 239,726 | 9,053 | SH | SOLE | 0 | 0 | 9,053 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 253,019 | 2,144 | SH | SOLE | 0 | 0 | 2,144 | ||
DUPONT DE NEMOURS INC | COM | 26614N102 | 564,743 | 8,234 | SH | SOLE | 0 | 0 | 8,234 | ||
EA SERIES TRUST | BURNEY US FCTR | 02072L649 | 1,648,878 | 36,520 | SH | SOLE | 0 | 0 | 36,520 | ||
ELEVANCE HEALTH INC | COM | 036752103 | 816,354 | 2,099 | SH | SOLE | 0 | 0 | 2,099 | ||
ELI LILLY & CO | COM | 532457108 | 1,323,663 | 1,698 | SH | SOLE | 0 | 0 | 1,698 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 290,127 | 9,356 | SH | SOLE | 0 | 0 | 9,356 | ||
EXXON MOBIL CORP | COM | 30231G102 | 7,141,664 | 66,249 | SH | SOLE | 0 | 0 | 66,249 | ||
FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | 8,180,645 | 37,568 | SH | SOLE | 0 | 0 | 37,568 | ||
FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 33740F755 | 313,008 | 9,843 | SH | SOLE | 0 | 0 | 9,843 | ||
FS CREDIT OPPORTUNITIES CORP | COMMON STOCK | 30290Y101 | 177,555 | 24,456 | SH | SOLE | 0 | 0 | 24,456 | ||
GENERAL MTRS CO | COM | 37045V100 | 370,998 | 7,539 | SH | SOLE | 0 | 0 | 7,539 | ||
GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | 1,124,072 | 11,224 | SH | SOLE | 0 | 0 | 11,224 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 364,189 | 515 | SH | SOLE | 0 | 0 | 515 | ||
GRAB HOLDINGS LIMITED | CLASS A ORD | G4124C109 | 551,600 | 109,662 | SH | SOLE | 0 | 0 | 109,662 | ||
GRAINGER W W INC | COM | 384802104 | 3,914,293 | 3,763 | SH | SOLE | 0 | 0 | 3,763 | ||
GRAYSCALE BITCOIN TRUST ETF | SHS REP COM UT | 389637109 | 216,826 | 2,556 | SH | SOLE | 0 | 0 | 2,556 | ||
GSK PLC | SPONSORED ADR | 37733W204 | 322,944 | 8,410 | SH | SOLE | 0 | 0 | 8,410 | ||
GUGGENHEIM STRATEGIC OPPORTU | COM SBI | 40167F101 | 64,253 | 64,252 | SH | SOLE | 0 | 0 | 64,252 | ||
HOME DEPOT INC | COM | 437076102 | 6,402,870 | 17,464 | SH | SOLE | 0 | 0 | 17,464 | ||
INSTEEL INDS INC | COM | 45774W108 | 858,967 | 23,084 | SH | SOLE | 0 | 0 | 23,084 | ||
INTUIT | COM | 461202103 | 7,518,639 | 9,546 | SH | SOLE | 0 | 0 | 9,546 | ||
INTUITIVE SURGICAL INC | COM NEW | 46120E602 | 4,383,146 | 8,066 | SH | SOLE | 0 | 0 | 8,066 | ||
INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 46090F100 | 1,402,105 | 107,523 | SH | SOLE | 0 | 0 | 107,523 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 5,100,739 | 9,246 | SH | SOLE | 0 | 0 | 9,246 | ||
INVESTORS TITLE CO NC | COM | 461804106 | 211,753 | 1,002 | SH | SOLE | 0 | 0 | 1,002 | ||
ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | 303,969 | 4,966 | SH | SOLE | 0 | 0 | 4,966 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | 450,578 | 7,136 | SH | SOLE | 0 | 0 | 7,136 | ||
ISHARES TR | 3 7 YR TREAS BD | 464288661 | 15,467,520 | 129,881 | SH | SOLE | 0 | 0 | 129,881 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | 3,638,190 | 37,989 | SH | SOLE | 0 | 0 | 37,989 | ||
ISHARES TR | CORE 60/40 BALAN | 464289867 | 311,761 | 5,064 | SH | SOLE | 0 | 0 | 5,064 | ||
ISHARES TR | CORE 80/20 AGGRE | 464289859 | 3,124,308 | 37,462 | SH | SOLE | 0 | 0 | 37,462 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 354,933 | 4,252 | SH | SOLE | 0 | 0 | 4,252 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 7,800,520 | 125,774 | SH | SOLE | 0 | 0 | 125,774 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 7,998,498 | 73,186 | SH | SOLE | 0 | 0 | 73,186 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 15,378,384 | 24,768 | SH | SOLE | 0 | 0 | 24,768 | ||
ISHARES TR | CORE US AGGBD ET | 464287226 | 3,670,051 | 36,996 | SH | SOLE | 0 | 0 | 36,996 | ||
ISHARES TR | EUROPE ETF | 464287861 | 451,566 | 7,139 | SH | SOLE | 0 | 0 | 7,139 | ||
ISHARES TR | EXPANDED TECH | 464287515 | 430,883 | 3,935 | SH | SOLE | 0 | 0 | 3,935 | ||
ISHARES TR | IBOXX INV CP ETF | 464287242 | 19,109,158 | 174,338 | SH | SOLE | 0 | 0 | 174,338 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 272,151 | 5,642 | SH | SOLE | 0 | 0 | 5,642 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 6,426,063 | 15,135 | SH | SOLE | 0 | 0 | 15,135 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 396,583 | 2,042 | SH | SOLE | 0 | 0 | 2,042 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 533,539 | 2,472 | SH | SOLE | 0 | 0 | 2,472 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 8,999,212 | 29,569 | SH | SOLE | 0 | 0 | 29,569 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 477,490 | 4,337 | SH | SOLE | 0 | 0 | 4,337 | ||
ISHARES TR | U.S. TECH ETF | 464287721 | 516,613 | 2,982 | SH | SOLE | 0 | 0 | 2,982 | ||
JOHNSON & JOHNSON | COM | 478160104 | 7,596,715 | 49,733 | SH | SOLE | 0 | 0 | 49,733 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 13,211,937 | 45,573 | SH | SOLE | 0 | 0 | 45,573 | ||
KINSALE CAP GROUP INC | COM | 49714P108 | 4,541,339 | 9,385 | SH | SOLE | 0 | 0 | 9,385 | ||
KKR & CO INC | COM | 48251W104 | 5,638,459 | 42,385 | SH | SOLE | 0 | 0 | 42,385 | ||
LITMAN GREGORY FDS TR | IMGP DBI MANAGED | 53700T827 | 2,379,286 | 92,471 | SH | SOLE | 0 | 0 | 92,471 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 499,993 | 1,080 | SH | SOLE | 0 | 0 | 1,080 | ||
LOWES COS INC | COM | 548661107 | 359,715 | 1,621 | SH | SOLE | 0 | 0 | 1,621 | ||
MARKEL GROUP INC | COM | 570535104 | 389,486 | 195 | SH | SOLE | 0 | 0 | 195 | ||
MARTIN MARIETTA MATLS INC | COM | 573284106 | 4,204,694 | 7,659 | SH | SOLE | 0 | 0 | 7,659 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 1,171,928 | 2,086 | SH | SOLE | 0 | 0 | 2,086 | ||
MCDONALDS CORP | COM | 580135101 | 368,552 | 1,261 | SH | SOLE | 0 | 0 | 1,261 | ||
META PLATFORMS INC | CL A | 30303M102 | 777,626 | 1,054 | SH | SOLE | 0 | 0 | 1,054 | ||
MICROSOFT CORP | COM | 594918104 | 26,211,312 | 52,696 | SH | SOLE | 0 | 0 | 52,696 | ||
MICROSTRATEGY INC | CL A NEW | 594972408 | 980,662 | 2,426 | SH | SOLE | 0 | 0 | 2,426 | ||
MIDDLEBY CORP | COM | 596278101 | 288,000 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
MONDELEZ INTL INC | CL A | 609207105 | 603,858 | 8,954 | SH | SOLE | 0 | 0 | 8,954 | ||
NETFLIX INC | COM | 64110L106 | 3,798,100 | 2,836 | SH | SOLE | 0 | 0 | 2,836 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 579,799 | 2,265 | SH | SOLE | 0 | 0 | 2,265 | ||
NORTHROP GRUMMAN CORP | COM | 666807102 | 217,898 | 436 | SH | SOLE | 0 | 0 | 436 | ||
NOVARTIS AG | SPONSORED ADR | 66987V109 | 416,858 | 3,445 | SH | SOLE | 0 | 0 | 3,445 | ||
NOVO-NORDISK A S | ADR | 670100205 | 877,728 | 12,717 | SH | SOLE | 0 | 0 | 12,717 | ||
NUCOR CORP | COM | 670346105 | 389,960 | 3,010 | SH | SOLE | 0 | 0 | 3,010 | ||
NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | 200,678 | 2,136 | SH | SOLE | 0 | 0 | 2,136 | ||
NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | 302,892 | 13,607 | SH | SOLE | 0 | 0 | 13,607 | ||
NUVEEN VIRGINIA QLTY MUNCPL | COM | 67064R102 | 171,715 | 15,250 | SH | SOLE | 0 | 0 | 15,250 | ||
NVIDIA CORPORATION | COM | 67066G104 | 13,212,962 | 83,631 | SH | SOLE | 0 | 0 | 83,631 | ||
OLD DOMINION FREIGHT LINE IN | COM | 679580100 | 64,715,561 | 398,740 | SH | SOLE | 0 | 0 | 398,740 | ||
OMNICOM GROUP INC | COM | 681919106 | 5,611,781 | 78,003 | SH | SOLE | 0 | 0 | 78,003 | ||
ORACLE CORP | COM | 68389X105 | 419,646 | 1,919 | SH | SOLE | 0 | 0 | 1,919 | ||
OREILLY AUTOMOTIVE INC | COM | 67103H107 | 4,920,197 | 54,590 | SH | SOLE | 0 | 0 | 54,590 | ||
PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | 623,256 | 4,572 | SH | SOLE | 0 | 0 | 4,572 | ||
PALO ALTO NETWORKS INC | COM | 697435105 | 8,574,621 | 41,901 | SH | SOLE | 0 | 0 | 41,901 | ||
PFIZER INC | COM | 717081103 | 401,673 | 16,571 | SH | SOLE | 0 | 0 | 16,571 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 17,955,567 | 98,584 | SH | SOLE | 0 | 0 | 98,584 | ||
PHILLIPS 66 | COM | 718546104 | 315,271 | 2,643 | SH | SOLE | 0 | 0 | 2,643 | ||
PIMCO ETF TR | ENHAN SHRT MA AC | 72201R833 | 251,841 | 2,505 | SH | SOLE | 0 | 0 | 2,505 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 1,236,291 | 6,632 | SH | SOLE | 0 | 0 | 6,632 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 494,811 | 3,106 | SH | SOLE | 0 | 0 | 3,106 | ||
PROSHARES TR | ULTRAPRO QQQ | 74347X831 | 1,489,850 | 17,950 | SH | SOLE | 0 | 0 | 17,950 | ||
PROSHARES TR | ULTRPRO DOW30 | 74347X823 | 847,892 | 8,980 | SH | SOLE | 0 | 0 | 8,980 | ||
QUALCOMM INC | COM | 747525103 | 7,808,503 | 49,030 | SH | SOLE | 0 | 0 | 49,030 | ||
REALTY INCOME CORP | COM | 756109104 | 6,597,275 | 114,516 | SH | SOLE | 0 | 0 | 114,516 | ||
RTX CORPORATION | COM | 75513E101 | 654,412 | 4,482 | SH | SOLE | 0 | 0 | 4,482 | ||
SCHWAB CHARLES CORP | COM | 808513105 | 296,895 | 3,254 | SH | SOLE | 0 | 0 | 3,254 | ||
SCHWAB STRATEGIC TR | MUN BD ETF | 808524649 | 270,005 | 10,723 | SH | SOLE | 0 | 0 | 10,723 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 277,994 | 11,375 | SH | SOLE | 0 | 0 | 11,375 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 532,434 | 2,103 | SH | SOLE | 0 | 0 | 2,103 | ||
SERVICENOW INC | COM | 81762P102 | 3,865,273 | 3,760 | SH | SOLE | 0 | 0 | 3,760 | ||
SMURFIT WESTROCK PLC | SHS | G8267P108 | 246,842 | 5,721 | SH | SOLE | 0 | 0 | 5,721 | ||
SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 | 204,108 | 463 | SH | SOLE | 0 | 0 | 463 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 1,556,158 | 5,105 | SH | SOLE | 0 | 0 | 5,105 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | 785,384 | 19,397 | SH | SOLE | 0 | 0 | 19,397 | ||
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 | 742,715 | 17,378 | SH | SOLE | 0 | 0 | 17,378 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 2,484,687 | 4,022 | SH | SOLE | 0 | 0 | 4,022 | ||
SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 512,665 | 905 | SH | SOLE | 0 | 0 | 905 | ||
SPDR SERIES TRUST | BLOOMBERG HIGH Y | 78468R622 | 3,699,036 | 38,029 | SH | SOLE | 0 | 0 | 38,029 | ||
SPDR SERIES TRUST | S&P DIVID ETF | 78464A763 | 1,130,388 | 8,328 | SH | SOLE | 0 | 0 | 8,328 | ||
SSGA ACTIVE ETF TR | BLACKSTONE SENR | 78467V608 | 5,554,681 | 133,558 | SH | SOLE | 0 | 0 | 133,558 | ||
SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | 14,297,608 | 356,460 | SH | SOLE | 0 | 0 | 356,460 | ||
SUN CMNTYS INC | COM | 866674104 | 340,231 | 2,690 | SH | SOLE | 0 | 0 | 2,690 | ||
TALKSPACE INC | COM | 87427V103 | 41,700 | 15,000 | SH | SOLE | 0 | 0 | 15,000 | ||
TESLA INC | COM | 88160R101 | 789,386 | 2,485 | SH | SOLE | 0 | 0 | 2,485 | ||
TRUIST FINL CORP | COM | 89832Q109 | 691,790 | 16,092 | SH | SOLE | 0 | 0 | 16,092 | ||
UNION PAC CORP | COM | 907818108 | 221,366 | 962 | SH | SOLE | 0 | 0 | 962 | ||
UNITED BANKSHARES INC WEST V | COM | 909907107 | 294,404 | 8,081 | SH | SOLE | 0 | 0 | 8,081 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 438,963 | 1,407 | SH | SOLE | 0 | 0 | 1,407 | ||
VALERO ENERGY CORP | COM | 91913Y100 | 550,294 | 4,094 | SH | SOLE | 0 | 0 | 4,094 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 277,951 | 3,775 | SH | SOLE | 0 | 0 | 3,775 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 295,922 | 5,977 | SH | SOLE | 0 | 0 | 5,977 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 980,263 | 2,236 | SH | SOLE | 0 | 0 | 2,236 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 297,568 | 1,043 | SH | SOLE | 0 | 0 | 1,043 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 200,918 | 718 | SH | SOLE | 0 | 0 | 718 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 461,636 | 5,183 | SH | SOLE | 0 | 0 | 5,183 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 7,686,421 | 13,532 | SH | SOLE | 0 | 0 | 13,532 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 863,700 | 4,429 | SH | SOLE | 0 | 0 | 4,429 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,853,658 | 7,822 | SH | SOLE | 0 | 0 | 7,822 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 608,955 | 2,004 | SH | SOLE | 0 | 0 | 2,004 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 231,930 | 1,312 | SH | SOLE | 0 | 0 | 1,312 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 588,442 | 8,754 | SH | SOLE | 0 | 0 | 8,754 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 360,091 | 7,280 | SH | SOLE | 0 | 0 | 7,280 | ||
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | 1,712,858 | 37,115 | SH | SOLE | 0 | 0 | 37,115 | ||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 2,047,896 | 34,840 | SH | SOLE | 0 | 0 | 34,840 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 876,581 | 4,283 | SH | SOLE | 0 | 0 | 4,283 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 2,456,646 | 43,091 | SH | SOLE | 0 | 0 | 43,091 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 335,219 | 2,515 | SH | SOLE | 0 | 0 | 2,515 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 427,999 | 645 | SH | SOLE | 0 | 0 | 645 | ||
VEEVA SYS INC | CL A COM | 922475108 | 230,384 | 800 | SH | SOLE | 0 | 0 | 800 | ||
VERISIGN INC | COM | 92343E102 | 224,747 | 778 | SH | SOLE | 0 | 0 | 778 | ||
VISA INC | COM CL A | 92826C839 | 7,431,138 | 20,930 | SH | SOLE | 0 | 0 | 20,930 | ||
VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | 272,278 | 5,695 | SH | SOLE | 0 | 0 | 5,695 | ||
WALMART INC | COM | 931142103 | 11,064,384 | 113,156 | SH | SOLE | 0 | 0 | 113,156 | ||
WATSCO INC | COM | 942622200 | 5,403,663 | 12,236 | SH | SOLE | 0 | 0 | 12,236 | ||
XYLEM INC | COM | 98419M100 | 213,253 | 1,649 | SH | SOLE | 0 | 0 | 1,649 |