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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
3M CO | COM | 88579Y101 | 221 | 1,484 | SH | SOLE | 0 | 0 | 1,484 | ||
ABBOTT LABS | COM | 002824100 | 289 | 2,442 | SH | SOLE | 0 | 0 | 2,442 | ||
ABBVIE INC | COM | 00287Y109 | 430 | 2,654 | SH | SOLE | 0 | 0 | 2,654 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 951 | 342 | SH | SOLE | 0 | 0 | 342 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 1,005 | 360 | SH | SOLE | 0 | 0 | 360 | ||
ALTRIA GROUP INC | COM | 02209S103 | 436 | 8,354 | SH | SOLE | 0 | 0 | 8,354 | ||
AMAZON COM INC | COM | 023135106 | 1,470 | 451 | SH | SOLE | 0 | 0 | 451 | ||
AMGEN INC | COM | 031162100 | 678 | 2,803 | SH | SOLE | 0 | 0 | 2,803 | ||
ANSYS INC | COM | 03662Q105 | 1,673 | 5,268 | SH | SOLE | 0 | 0 | 5,268 | ||
APPLE INC | COM | 037833100 | 5,876 | 33,650 | SH | SOLE | 0 | 0 | 33,650 | ||
ARCH CAP GROUP LTD | ORD | G0450A105 | 266 | 5,498 | SH | SOLE | 0 | 0 | 5,498 | ||
AT&T INC | COM | 00206R102 | 295 | 12,496 | SH | SOLE | 0 | 0 | 12,496 | ||
ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | 819 | 22,330 | SH | SOLE | 0 | 0 | 22,330 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 309 | 1,359 | SH | SOLE | 0 | 0 | 1,359 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 19,368 | 54,881 | SH | SOLE | 0 | 0 | 54,881 | ||
BK OF AMERICA CORP | COM | 060505104 | 292 | 7,088 | SH | SOLE | 0 | 0 | 7,088 | ||
BLACKROCK INC | COM | 09247X101 | 274 | 358 | SH | SOLE | 0 | 0 | 358 | ||
BLACKSTONE INC | COM | 09260D107 | 205 | 1,612 | SH | SOLE | 0 | 0 | 1,612 | ||
BOEING CO | COM | 097023105 | 211 | 1,104 | SH | SOLE | 0 | 0 | 1,104 | ||
BOOZ ALLEN HAMILTON HLDG COR | CL A | 099502106 | 49,674 | 565,508 | SH | SOLE | 0 | 0 | 565,508 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 406 | 5,564 | SH | SOLE | 0 | 0 | 5,564 | ||
CARRIER GLOBAL CORPORATION | COM | 14448C104 | 225 | 4,915 | SH | SOLE | 0 | 0 | 4,915 | ||
CHARTER COMMUNICATIONS INC N | CL A | 16119P108 | 356 | 652 | SH | SOLE | 0 | 0 | 652 | ||
CHEVRON CORP NEW | COM | 166764100 | 828 | 5,086 | SH | SOLE | 0 | 0 | 5,086 | ||
CISCO SYS INC | COM | 17275R102 | 1,122 | 20,124 | SH | SOLE | 0 | 0 | 20,124 | ||
CITIGROUP INC | COM NEW | 172967424 | 211 | 3,944 | SH | SOLE | 0 | 0 | 3,944 | ||
COCA COLA CO | COM | 191216100 | 362 | 5,844 | SH | SOLE | 0 | 0 | 5,844 | ||
CONSOLIDATED EDISON INC | COM | 209115104 | 214 | 2,265 | SH | SOLE | 0 | 0 | 2,265 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 530 | 921 | SH | SOLE | 0 | 0 | 921 | ||
DOMINION ENERGY INC | COM | 25746U109 | 639 | 7,516 | SH | SOLE | 0 | 0 | 7,516 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,084 | 13,125 | SH | SOLE | 0 | 0 | 13,125 | ||
FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 | 477 | 8,800 | SH | SOLE | 0 | 0 | 8,800 | ||
FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | 316092600 | 552 | 8,400 | SH | SOLE | 0 | 0 | 8,400 | ||
FIDELITY COVINGTON TRUST | MSCI INDL INDX | 316092709 | 355 | 6,600 | SH | SOLE | 0 | 0 | 6,600 | ||
FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | 800 | 6,500 | SH | SOLE | 0 | 0 | 6,500 | ||
FORD MTR CO DEL | COM | 345370860 | 231 | 13,663 | SH | SOLE | 0 | 0 | 13,663 | ||
GARTNER INC | COM | 366651107 | 219 | 736 | SH | SOLE | 0 | 0 | 736 | ||
HOME DEPOT INC | COM | 437076102 | 360 | 1,204 | SH | SOLE | 0 | 0 | 1,204 | ||
HONEYWELL INTL INC | COM | 438516106 | 418 | 2,148 | SH | SOLE | 0 | 0 | 2,148 | ||
HP INC | COM | 40434L105 | 249 | 6,847 | SH | SOLE | 0 | 0 | 6,847 | ||
INFOSYS LTD | SPONSORED ADR | 456788108 | 202 | 8,129 | SH | SOLE | 0 | 0 | 8,129 | ||
INTEL CORP | COM | 458140100 | 401 | 8,088 | SH | SOLE | 0 | 0 | 8,088 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 333 | 2,563 | SH | SOLE | 0 | 0 | 2,563 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 330 | 2,093 | SH | SOLE | 0 | 0 | 2,093 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 11,566 | 31,903 | SH | SOLE | 0 | 0 | 31,903 | ||
IRONNET INC | COM | 46323Q105 | 95 | 25,000 | SH | SOLE | 0 | 0 | 25,000 | ||
ISHARES INC | MSCI EMRG CHN | 46434G764 | 673 | 11,576 | SH | SOLE | 0 | 0 | 11,576 | ||
ISHARES TR | ASIA 50 ETF | 464288430 | 71,191 | 1,037,321 | SH | SOLE | 0 | 0 | 1,037,321 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 31,827 | 595,899 | SH | SOLE | 0 | 0 | 595,899 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 380 | 10,429 | SH | SOLE | 0 | 0 | 10,429 | ||
J P MORGAN EXCHANGE-TRADED F | EQUITY PREMIUM | 46641Q332 | 4,203 | 68,445 | SH | SOLE | 0 | 0 | 68,445 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,360 | 7,673 | SH | SOLE | 0 | 0 | 7,673 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 219 | 1,606 | SH | SOLE | 0 | 0 | 1,606 | ||
LILLY ELI & CO | COM | 532457108 | 399 | 1,392 | SH | SOLE | 0 | 0 | 1,392 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 1,463 | 3,314 | SH | SOLE | 0 | 0 | 3,314 | ||
LOWES COS INC | COM | 548661107 | 694 | 3,430 | SH | SOLE | 0 | 0 | 3,430 | ||
MARRIOTT INTL INC NEW | CL A | 571903202 | 1,543 | 8,780 | SH | SOLE | 0 | 0 | 8,780 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 383 | 1,073 | SH | SOLE | 0 | 0 | 1,073 | ||
MCDONALDS CORP | COM | 580135101 | 380 | 1,538 | SH | SOLE | 0 | 0 | 1,538 | ||
MERCK & CO INC | COM | 58933Y105 | 225 | 2,740 | SH | SOLE | 0 | 0 | 2,740 | ||
META PLATFORMS INC | CL A | 30303M102 | 297 | 1,334 | SH | SOLE | 0 | 0 | 1,334 | ||
MICROSOFT CORP | COM | 594918104 | 3,037 | 9,850 | SH | SOLE | 0 | 0 | 9,850 | ||
MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 60687Y109 | 66 | 25,703 | SH | SOLE | 0 | 0 | 25,703 | ||
MONDELEZ INTL INC | CL A | 609207105 | 245 | 3,904 | SH | SOLE | 0 | 0 | 3,904 | ||
NIKE INC | CL B | 654106103 | 302 | 2,244 | SH | SOLE | 0 | 0 | 2,244 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 403 | 1,414 | SH | SOLE | 0 | 0 | 1,414 | ||
NOVO-NORDISK A S | ADR | 670100205 | 243 | 2,184 | SH | SOLE | 0 | 0 | 2,184 | ||
NVIDIA CORPORATION | COM | 67066G104 | 529 | 1,938 | SH | SOLE | 0 | 0 | 1,938 | ||
ORACLE CORP | COM | 68389X105 | 553 | 6,684 | SH | SOLE | 0 | 0 | 6,684 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 256 | 2,214 | SH | SOLE | 0 | 0 | 2,214 | ||
PEPSICO INC | COM | 713448108 | 580 | 3,465 | SH | SOLE | 0 | 0 | 3,465 | ||
PFIZER INC | COM | 717081103 | 423 | 8,179 | SH | SOLE | 0 | 0 | 8,179 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 629 | 6,698 | SH | SOLE | 0 | 0 | 6,698 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | 8,902 | 87,459 | SH | SOLE | 0 | 0 | 87,459 | ||
PLANET LABS PBC | COM CL A | 72703X106 | 85 | 16,663 | SH | SOLE | 0 | 0 | 16,663 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 770 | 5,038 | SH | SOLE | 0 | 0 | 5,038 | ||
PROSHARES TR II | ULTA BLMBG 2017 | 74347Y888 | 615 | 4,010 | SH | SOLE | 0 | 0 | 4,010 | ||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 536 | 5,409 | SH | SOLE | 0 | 0 | 5,409 | ||
SKYWORKS SOLUTIONS INC | COM | 83088M102 | 213 | 1,600 | SH | SOLE | 0 | 0 | 1,600 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 2,209 | 12,228 | SH | SOLE | 0 | 0 | 12,228 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 632 | 1,398 | SH | SOLE | 0 | 0 | 1,398 | ||
SPDR SER TR | BLOOMBERG SHT TE | 78468R408 | 18,357 | 699,585 | SH | SOLE | 0 | 0 | 699,585 | ||
SPIRIT AEROSYSTEMS HLDGS INC | COM CL A | 848574109 | 1,250 | 25,563 | SH | SOLE | 0 | 0 | 25,563 | ||
STARBUCKS CORP | COM | 855244109 | 282 | 3,098 | SH | SOLE | 0 | 0 | 3,098 | ||
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 | 202 | 1,934 | SH | SOLE | 0 | 0 | 1,934 | ||
TESLA INC | COM | 88160R101 | 1,365 | 1,267 | SH | SOLE | 0 | 0 | 1,267 | ||
TETRA TECH INC NEW | COM | 88162G103 | 2,069 | 12,545 | SH | SOLE | 0 | 0 | 12,545 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | 207 | 1,134 | SH | SOLE | 0 | 0 | 1,134 | ||
TRUIST FINL CORP | COM | 89832Q109 | 225 | 3,977 | SH | SOLE | 0 | 0 | 3,977 | ||
TURKCELL ILETISIM HIZMETLERI | SPON ADR NEW | 900111204 | 43 | 10,940 | SH | SOLE | 0 | 0 | 10,940 | ||
UNION PAC CORP | COM | 907818108 | 409 | 1,497 | SH | SOLE | 0 | 0 | 1,497 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 26,700 | 52,356 | SH | SOLE | 0 | 0 | 52,356 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 4,567 | 11,000 | SH | SOLE | 0 | 0 | 11,000 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 31,309 | 147,324 | SH | SOLE | 0 | 0 | 147,324 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 49,919 | 219,262 | SH | SOLE | 0 | 0 | 219,262 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 219 | 1,484 | SH | SOLE | 0 | 0 | 1,484 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 4,094 | 88,743 | SH | SOLE | 0 | 0 | 88,743 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 505 | 6,464 | SH | SOLE | 0 | 0 | 6,464 | ||
VANGUARD TAX-MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 20,845 | 434,005 | SH | SOLE | 0 | 0 | 434,005 | ||
VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 | 1,220 | 6,225 | SH | SOLE | 0 | 0 | 6,225 | ||
VANGUARD WORLD FDS | ENERGY ETF | 92204A306 | 305 | 2,848 | SH | SOLE | 0 | 0 | 2,848 | ||
VANGUARD WORLD FDS | FINANCIALS ETF | 92204A405 | 746 | 7,992 | SH | SOLE | 0 | 0 | 7,992 | ||
VANGUARD WORLD FDS | HEALTH CAR ETF | 92204A504 | 1,895 | 7,450 | SH | SOLE | 0 | 0 | 7,450 | ||
VANGUARD WORLD FDS | INDUSTRIAL ETF | 92204A603 | 620 | 3,187 | SH | SOLE | 0 | 0 | 3,187 | ||
VANGUARD WORLD FDS | INF TECH ETF | 92204A702 | 987 | 2,370 | SH | SOLE | 0 | 0 | 2,370 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 211 | 4,152 | SH | SOLE | 0 | 0 | 4,152 | ||
VISA INC | COM CL A | 92826C839 | 671 | 3,025 | SH | SOLE | 0 | 0 | 3,025 | ||
WALMART INC | COM | 931142103 | 501 | 3,365 | SH | SOLE | 0 | 0 | 3,365 | ||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 1,147 | 16,713 | SH | SOLE | 0 | 0 | 16,713 |