The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||
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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 739,292 | 4,820 | SH | SOLE | 0 | 0 | 4,820 | ||
APPLE INC | COM | 037833100 | BBG001S5N8V8 | 2,042,516 | 10,551 | SH | SOLE | 0 | 0 | 10,551 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 759,122 | 2,123 | SH | SOLE | 0 | 0 | 2,123 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | BBG001T91S76 | 1,777,049 | 13,976 | SH | SOLE | 0 | 0 | 13,976 | ||
BOWMAN CONSULTING GROUP LTD | COM | 103002101 | BBG003BPV1R9 | 467,220 | 13,000 | SH | SOLE | 0 | 0 | 13,000 | ||
DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | BBG011DXXNJ2 | 10,488,088 | 201,694 | SH | SOLE | 0 | 0 | 201,694 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | BBG0177CTQC7 | 212,876 | 5,698 | SH | SOLE | 0 | 0 | 5,698 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | BBG011DXY0L8 | 2,291,608 | 43,336 | SH | SOLE | 0 | 0 | 43,336 | ||
DOMINION ENERGY INC | COM | 25746U109 | BBG001S5QCP3 | 267,106 | 5,676 | SH | SOLE | 0 | 0 | 5,676 | ||
FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 316188309 | BBG0078X1341 | 5,158,452 | 111,897 | SH | SOLE | 0 | 0 | 111,897 | ||
GLADSTONE COMMERCIAL CORP | COM | 376536108 | BBG001SK8138 | 779,702 | 58,100 | SH | SOLE | 0 | 0 | 58,100 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | BBG001S9GN63 | 520,295 | 1,265 | SH | SOLE | 0 | 0 | 1,265 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | BBG00D7BDH70 | 566,709 | 17,682 | SH | SOLE | 0 | 0 | 17,682 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | BBG00H5VLN77 | 537,906 | 9,692 | SH | SOLE | 0 | 0 | 9,692 | ||
ISHARES TR | 7-10 YR TRSY BD | 464287440 | BBG001S80936 | 3,039,947 | 31,460 | SH | SOLE | 0 | 0 | 31,460 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | BBG001SFB7R6 | 439,722 | 918 | SH | SOLE | 0 | 0 | 918 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | BBG00D7BBRS7 | 1,505,066 | 19,932 | SH | SOLE | 0 | 0 | 19,932 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | BBG00FFPFTS4 | 1,893,764 | 17,993 | SH | SOLE | 0 | 0 | 17,993 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | BBG001SZV978 | 929,434 | 8,567 | SH | SOLE | 0 | 0 | 8,567 | ||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | BBG001SLS4Q3 | 220,603 | 2,093 | SH | SOLE | 0 | 0 | 2,093 | ||
J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | BBG00M8D2458 | 307,577 | 6,069 | SH | SOLE | 0 | 0 | 6,069 | ||
LEIDOS HOLDINGS INC | COM | 525327102 | BBG001SKW6M9 | 307,522 | 2,849 | SH | SOLE | 0 | 0 | 2,849 | ||
MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 432,613 | 1,153 | SH | SOLE | 0 | 0 | 1,153 | ||
MOODYS CORP | COM | 615369105 | BBG001S5VP87 | 829,767 | 2,124 | SH | SOLE | 0 | 0 | 2,124 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | BBG001S5TQJ6 | 239,132 | 1,011 | SH | SOLE | 0 | 0 | 1,011 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | BBG001T6L7D9 | 6,099,542 | 246,945 | SH | SOLE | 0 | 0 | 246,945 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | BBG001T5XQT9 | 551,984 | 9,873 | SH | SOLE | 0 | 0 | 9,873 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | BBG0025RWLM4 | 3,926,889 | 51,453 | SH | SOLE | 0 | 0 | 51,453 | ||
SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | BBG001T9F777 | 3,641,390 | 69,705 | SH | SOLE | 0 | 0 | 69,705 | ||
SCIENCE APPLICATIONS INTL CO | COM | 808625107 | BBG003BW05L5 | 203,110 | 1,628 | SH | SOLE | 0 | 0 | 1,628 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | BBG001S7TCZ5 | 249,833 | 1,294 | SH | SOLE | 0 | 0 | 1,294 | ||
SMARTRENT INC | COM CL A | 83193G107 | BBG00Z0H9PZ1 | 101,030 | 31,086 | SH | SOLE | 0 | 0 | 31,086 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | BBG001SCPX28 | 297,353 | 1,553 | SH | SOLE | 0 | 0 | 1,553 | ||
SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | BBG001SRXRJ1 | 266,696 | 7,844 | SH | SOLE | 0 | 0 | 7,844 | ||
SPDR SER TR | PORTFOLI S&P1500 | 78464A805 | BBG001SG6843 | 686,909 | 11,712 | SH | SOLE | 0 | 0 | 11,712 | ||
TENABLE HLDGS INC | COM | 88025T102 | BBG00LBLCDR3 | 352,125 | 7,500 | SH | SOLE | 0 | 0 | 7,500 | ||
TESLA INC | COM | 88160R101 | BBG001SQKGD7 | 221,786 | 876 | SH | SOLE | 0 | 0 | 876 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 26,917,041 | 351,857 | SH | SOLE | 0 | 0 | 351,857 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | BBG001ST39Q2 | 12,275,620 | 159,486 | SH | SOLE | 0 | 0 | 159,486 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | BBG001SK7DK4 | 1,377,184 | 18,680 | SH | SOLE | 0 | 0 | 18,680 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | BBG001SRN7W1 | 9,755,400 | 67,047 | SH | SOLE | 0 | 0 | 67,047 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | BBG001SHVTS1 | 1,180,317 | 5,045 | SH | SOLE | 0 | 0 | 5,045 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | BBG001TC6MC1 | 549,653 | 1,255 | SH | SOLE | 0 | 0 | 1,255 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | BBG001SHVTR2 | 7,260,187 | 39,904 | SH | SOLE | 0 | 0 | 39,904 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | BBG001SHTTV0 | 432,403 | 2,004 | SH | SOLE | 0 | 0 | 2,004 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | BBG001SHTB03 | 54,709,720 | 229,747 | SH | SOLE | 0 | 0 | 229,747 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | BBG001SHVR78 | 26,303,263 | 175,566 | SH | SOLE | 0 | 0 | 175,566 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 5,326,081 | 94,922 | SH | SOLE | 0 | 0 | 94,922 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | BBG001SHTTZ6 | 3,273,420 | 79,859 | SH | SOLE | 0 | 0 | 79,859 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | BBG009THVRX1 | 3,813,927 | 74,695 | SH | SOLE | 0 | 0 | 74,695 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | BBG001TJR1D8 | 1,633,118 | 28,196 | SH | SOLE | 0 | 0 | 28,196 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | BBG001SSPWL4 | 29,510,149 | 615,950 | SH | SOLE | 0 | 0 | 615,950 |