Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AAPL	APPLE INC	122,171	$27.14M	5.2%	$91.96	+151.0%	COM	037833100
MSFT	MICROSOFT CORP	68,825	$25.84M	5.0%	$59.49	+581.0%	COM	594918104
SPY	SPDR S&P 500 ETF TR	44,857	$25.09M	4.8%	$299.46	—	TR UNIT	78462F103
BRK/B	BERKSHIRE HATHAWAY INC DEL	32,168	$17.13M	3.3%	$152.77	+218.2%	CL B NEW	084670702
JPM	JPMORGAN CHASE & CO.	64,397	$15.8M	3.0%	$85.29	+194.2%	COM	46625H100
PG	PROCTER AND GAMBLE CO	81,936	$13.96M	2.7%	$64.09	+155.8%	COM	742718109
GOOGL	ALPHABET INC	89,680	$13.87M	2.7%	$108.03	+67.3%	CAP STK CL A	02079K305
WMT	WALMART INC	154,771	$13.59M	2.6%	$49.82	+86.5%	COM	931142103
VIG	VANGUARD SPECIALIZED FUNDS	66,974	$12.99M	2.5%	$86.03	—	DIV APP ETF	921908844
HD	HOME DEPOT INC	35,438	$12.99M	2.5%	$115.02	+231.0%	COM	437076102
XOM	EXXON MOBIL CORP	106,285	$12.64M	2.4%	$59.71	+79.6%	COM	30231G102
QQQ	INVESCO QQQ TR	24,079	$11.29M	2.2%	$382.21	—	UNIT SER 1	46090E103
ABBV	ABBVIE INC	46,665	$9.777M	1.9%	$65.01	+191.3%	COM	00287Y109
JNJ	JOHNSON & JOHNSON	58,586	$9.716M	1.9%	$116.20	+31.2%	COM	478160104
BAC	BANK AMERICA CORP	227,671	$9.501M	1.8%	$19.56	+123.0%	COM	060505104
AMZN	AMAZON COM INC	49,837	$9.482M	1.8%	$127.54	+70.1%	COM	023135106
PEP	PEPSICO INC	59,873	$8.977M	1.7%	$60.69	+136.4%	COM	713448108
RTX	RTX CORPORATION	62,573	$8.288M	1.6%	$56.91	+119.2%	COM	75513E101
CVX	CHEVRON CORP NEW	47,205	$7.897M	1.5%	$74.43	+102.2%	COM	166764100
ABT	ABBOTT LABS	58,962	$7.821M	1.5%	$46.48	+170.0%	COM	002824100
CSCO	CISCO SYS INC	125,791	$7.763M	1.5%	$37.26	+61.3%	COM	17275R102
IJH	ISHARES TR	131,990	$7.702M	1.5%	$77.45	—	CORE S&P MCP ETF	464287507
HON	HONEYWELL INTL INC	35,416	$7.499M	1.4%	$75.00	+164.5%	COM	438516106
VOO	VANGUARD INDEX FDS	12,618	$6.485M	1.2%	$320.73	—	S&P 500 ETF SHS	922908363
NSC	NORFOLK SOUTHN CORP	26,471	$6.27M	1.2%	$88.53	+170.4%	COM	655844108
VZ	VERIZON COMMUNICATIONS INC	134,220	$6.088M	1.2%	$34.28	+15.5%	COM	92343V104
FDX	FEDEX CORP	23,917	$5.83M	1.1%	$203.75	+24.5%	COM	31428X106
META	META PLATFORMS INC	9,152	$5.275M	1.0%	$236.65	+171.8%	CL A	30303M102
IJR	ISHARES TR	47,060	$4.921M	0.9%	$92.09	—	CORE S&P SCP ETF	464287804
DIS	DISNEY WALT CO	49,539	$4.889M	0.9%	$131.48	-19.2%	COM	254687106
SDY	SPDR SER TR	35,272	$4.786M	0.9%	$105.48	—	S&P DIVID ETF	78464A763
IYH	ISHARES TR	75,710	$4.61M	0.9%	$75.51	—	US HLTHCARE ETF	464287762
IYW	ISHARES TR	32,625	$4.582M	0.9%	$85.20	—	U.S. TECH ETF	464287721
RSP	INVESCO EXCHANGE TRADED FD T	25,737	$4.458M	0.9%	$159.70	—	S&P500 EQL WGT	46137V357
ORCL	ORACLE CORP	31,473	$4.4M	0.8%	$65.91	+145.1%	COM	68389X105
CVS	CVS HEALTH CORP	64,128	$4.345M	0.8%	$54.17	+7.1%	COM	126650100
IYF	ISHARES TR	34,955	$3.945M	0.8%	$73.64	—	U.S. FINLS ETF	464287788
XLE	SELECT SECTOR SPDR TR	42,039	$3.929M	0.8%	$42.65	—	ENERGY	81369Y506
BOTJ	BANK OF THE JAMES FINL GP IN	257,046	$3.799M	0.7%	$8.99	+46.3%	COM	470299108
ADP	AUTOMATIC DATA PROCESSING IN	12,258	$3.745M	0.7%	$230.01	+28.4%	COM	053015103
ADBE	ADOBE INC	8,700	$3.337M	0.6%	$281.17	+52.5%	COM	00724F101
SBUX	STARBUCKS CORP	33,338	$3.27M	0.6%	$76.86	+31.4%	COM	855244109
VTI	VANGUARD INDEX FDS	11,783	$3.238M	0.6%	$259.94	—	TOTAL STK MKT	922908769
BRK/A	BERKSHIRE HATHAWAY INC DEL	4	$3.194M	0.6%	$729330.75	0.0%	CL A	084670108
EFA	ISHARES TR	38,079	$3.112M	0.6%	$63.58	—	MSCI EAFE ETF	464287465
AVGO	BROADCOM INC	18,168	$3.042M	0.6%	$154.47	+35.8%	COM	11135F101
ICE	INTERCONTINENTAL EXCHANGE IN	17,568	$3.03M	0.6%	$94.51	+71.5%	COM	45866F104
SO	SOUTHERN CO	32,145	$2.956M	0.6%	$28.68	+193.3%	COM	842587107
CMCSA	COMCAST CORP NEW	79,680	$2.94M	0.6%	$33.78	+3.7%	CL A	20030N101
IVV	ISHARES TR	5,128	$2.881M	0.6%	$330.75	—	CORE S&P500 ETF	464287200
TFC	TRUIST FINL CORP	67,332	$2.771M	0.5%	$39.81	+7.3%	COM	89832Q109
MRK	MERCK & CO INC	29,155	$2.617M	0.5%	$55.11	+63.5%	COM	58933Y105
GOOG	ALPHABET INC	16,567	$2.588M	0.5%	$111.90	+63.1%	CAP STK CL C	02079K107
SHEL	SHELL PLC	34,802	$2.55M	0.5%	$60.66	—	SPON ADS	780259305
AGG	ISHARES TR	25,682	$2.54M	0.5%	$104.62	—	CORE US AGGBD ET	464287226
XLK	SELECT SECTOR SPDR TR	11,819	$2.44M	0.5%	$156.97	—	TECHNOLOGY	81369Y803
ENB	ENBRIDGE INC	54,797	$2.428M	0.5%	$23.89	+73.3%	COM	29250N105
KMB	KIMBERLY-CLARK CORP	16,525	$2.35M	0.5%	$78.94	+64.4%	COM	494368103
V	VISA INC	6,646	$2.329M	0.4%	$104.86	+220.7%	COM CL A	92826C839
NVDA	NVIDIA CORPORATION	21,345	$2.313M	0.4%	$105.13	+20.5%	COM	67066G104
UNP	UNION PAC CORP	9,224	$2.179M	0.4%	$87.89	+168.0%	COM	907818108
XLY	SELECT SECTOR SPDR TR	9,629	$1.901M	0.4%	$169.59	—	SBI CONS DISCR	81369Y407
SCHW	SCHWAB CHARLES CORP	23,680	$1.854M	0.4%	$53.19	+46.0%	COM	808513105
VCIT	VANGUARD SCOTTSDALE FDS	22,493	$1.839M	0.4%	$79.38	—	INT-TERM CORP	92206C870
SCHX	SCHWAB STRATEGIC TR	81,951	$1.809M	0.3%	$33.88	—	US LRG CAP ETF	808524201
MDT	MEDTRONIC PLC	20,021	$1.799M	0.3%	$76.05	+14.9%	SHS	G5960L103
ELV	ELEVANCE HEALTH INC	3,991	$1.736M	0.3%	$263.22	+49.8%	COM	036752103
DUK	DUKE ENERGY CORP NEW	14,087	$1.718M	0.3%	$61.53	+79.7%	COM NEW	26441C204
MCD	MCDONALDS CORP	5,477	$1.711M	0.3%	$100.20	+192.3%	COM	580135101
KO	COCA COLA CO	23,703	$1.698M	0.3%	$44.48	+46.1%	COM	191216100
LLY	ELI LILLY & CO	1,978	$1.634M	0.3%	$176.57	+368.2%	COM	532457108
SHW	SHERWIN WILLIAMS CO	4,670	$1.631M	0.3%	$251.25	+38.6%	COM	824348106
IBM	INTERNATIONAL BUSINESS MACHS	6,517	$1.621M	0.3%	$126.88	+88.7%	COM	459200101
IWM	ISHARES TR	7,811	$1.558M	0.3%	$178.91	—	RUSSELL 2000 ETF	464287655
UBER	UBER TECHNOLOGIES INC	21,140	$1.54M	0.3%	$71.72	+0.5%	COM	90353T100
PM	PHILIP MORRIS INTL INC	9,382	$1.489M	0.3%	$75.83	+80.6%	COM	718172109
IDCC	INTERDIGITAL INC	6,600	$1.365M	0.3%	$97.21	+107.1%	COM	45867G101
SCHA	SCHWAB STRATEGIC TR	58,108	$1.361M	0.3%	$43.69	—	US SML CAP ETF	808524607
PFF	ISHARES TR	44,300	$1.361M	0.3%	$37.37	—	PFD AND INCM SEC	464288687
CGGR	CAPITAL GROUP GROWTH ETF	39,131	$1.34M	0.3%	$24.03	—	SHS CREATION UNI	14020G101
AMT	AMERICAN TOWER CORP NEW	6,138	$1.336M	0.3%	$123.04	+54.0%	COM	03027X100
BA	BOEING CO	7,602	$1.297M	0.2%	$159.61	+8.4%	COM	097023105
HDV	ISHARES TR	10,351	$1.254M	0.2%	$71.26	—	CORE HIGH DV ETF	46429B663
DVY	ISHARES TR	9,064	$1.217M	0.2%	$124.28	—	SELECT DIVID ETF	464287168
D	DOMINION ENERGY INC	21,087	$1.182M	0.2%	$53.79	-2.0%	COM	25746U109
XLU	SELECT SECTOR SPDR TR	12,952	$1.021M	0.2%	$22.90	—	SBI INT-UTILS	81369Y886
MDY	SPDR S&P MIDCAP 400 ETF TR	1,790	$955K	0.2%	$535.08	—	UTSER1 S&PDCRP	78467Y107
CARR	CARRIER GLOBAL CORPORATION	14,948	$948K	0.2%	$54.46	+20.8%	COM	14448C104
LOW	LOWES COS INC	3,966	$925K	0.2%	$121.99	+98.4%	COM	548661107
T	AT&T INC	32,249	$912K	0.2%	$16.06	+51.6%	COM	00206R102
XLC	SELECT SECTOR SPDR TR	9,319	$899K	0.2%	$57.68	—	COMMUNICATION	81369Y852
URI	UNITED RENTALS INC	1,368	$857K	0.2%	$682.18	0.0%	COM	911363109
VCSH	VANGUARD SCOTTSDALE FDS	10,803	$853K	0.2%	$82.79	—	SHRT TRM CORP BD	92206C409
GLD	SPDR GOLD TR	2,950	$850K	0.2%	$191.17	—	GOLD SHS	78463V107
AFL	AFLAC INC	7,580	$843K	0.2%	$47.07	+121.1%	COM	001055102
XLV	SELECT SECTOR SPDR TR	5,745	$839K	0.2%	$131.75	—	SBI HEALTHCARE	81369Y209
COST	COSTCO WHSL CORP NEW	850	$804K	0.2%	$344.58	+181.7%	COM	22160K105
XLI	SELECT SECTOR SPDR TR	5,847	$766K	0.1%	$103.12	—	INDL	81369Y704
WFC	WELLS FARGO CO NEW	10,575	$759K	0.1%	$37.03	+99.0%	COM	949746101
HSY	HERSHEY CO	4,410	$754K	0.1%	$180.72	-11.9%	COM	427866108
IWP	ISHARES TR	6,384	$750K	0.1%	$112.00	—	RUS MD CP GR ETF	464287481
PFE	PFIZER INC	28,666	$726K	0.1%	$22.92	+7.8%	COM	717081103
AMGN	AMGEN INC	2,315	$721K	0.1%	$148.17	+93.9%	COM	031162100
IWO	ISHARES TR	2,760	$705K	0.1%	$262.53	—	RUS 2000 GRW ETF	464287648
AEP	AMERICAN ELEC PWR CO INC	6,101	$667K	0.1%	$52.23	+88.5%	COM	025537101
VB	VANGUARD INDEX FDS	3,005	$666K	0.1%	$162.65	—	SMALL CP ETF	922908751
COF	CAPITAL ONE FINL CORP	3,635	$652K	0.1%	$135.00	+38.4%	COM	14040H105
XLF	SELECT SECTOR SPDR TR	12,880	$642K	0.1%	$35.75	—	FINANCIAL	81369Y605
VXUS	VANGUARD STAR FDS	10,125	$629K	0.1%	$48.66	—	VG TL INTL STK F	921909768
FLOT	ISHARES TR	11,716	$598K	0.1%	$50.77	—	FLTG RATE NT ETF	46429B655
MO	ALTRIA GROUP INC	9,942	$597K	0.1%	$40.65	+25.5%	COM	02209S103
IWF	ISHARES TR	1,573	$568K	0.1%	$128.61	—	RUS 1000 GRW ETF	464287614
CSX	CSX CORP	19,275	$567K	0.1%	$24.68	+26.8%	COM	126408103
GE	GE AEROSPACE	2,808	$562K	0.1%	$61.47	+218.4%	COM NEW	369604301
DIA	SPDR DOW JONES INDL AVERAGE	1,335	$561K	0.1%	$391.13	—	UT SER 1	78467X109
CINF	CINCINNATI FINL CORP	3,750	$554K	0.1%	$36.34	+278.8%	COM	172062101
VV	VANGUARD INDEX FDS	2,082	$535K	0.1%	$94.94	—	LARGE CAP ETF	922908637
VUG	VANGUARD INDEX FDS	1,400	$519K	0.1%	$127.22	—	GROWTH ETF	922908736
WELL	WELLTOWER INC	3,374	$517K	0.1%	$48.54	+189.0%	COM	95040Q104
USMV	ISHARES TR	5,467	$512K	0.1%	$44.23	—	MSCI USA MIN VOL	46429B697
VTIP	VANGUARD MALVERN FDS	10,083	$503K	0.1%	$49.96	—	STRM INFPROIDX	922020805
BDX	BECTON DICKINSON & CO	2,188	$501K	0.1%	$162.98	+39.5%	COM	075887109
AMAT	APPLIED MATLS INC	3,445	$500K	0.1%	$112.83	+47.7%	COM	038222105
VO	VANGUARD INDEX FDS	1,928	$499K	0.1%	$181.43	—	MID CAP ETF	922908629
IYC	ISHARES TR	5,500	$486K	0.1%	$89.33	—	US CONSUM DISCRE	464287580
—	SYNOVUS FINL CORP	10,392	$486K	0.1%	$30.02	—	COM NEW	87161C501
LMT	LOCKHEED MARTIN CORP	1,069	$478K	0.1%	$331.47	+35.2%	COM	539830109
IHI	ISHARES TR	7,560	$455K	0.1%	$84.34	—	U.S. MED DVC ETF	464288810
GIS	GENERAL MLS INC	7,601	$454K	0.1%	$41.32	+40.3%	COM	370334104
BBY	BEST BUY INC	6,167	$454K	0.1%	$68.31	+14.6%	COM	086516101
UPS	UNITED PARCEL SERVICE INC	4,058	$446K	0.1%	$83.56	+34.8%	CL B	911312106
IWD	ISHARES TR	2,360	$444K	0.1%	$119.77	—	RUS 1000 VAL ETF	464287598
VIOO	VANGUARD ADMIRAL FDS INC	4,570	$441K	0.1%	$95.23	—	SMLLCP 600 IDX	921932828
AXP	AMERICAN EXPRESS CO	1,603	$431K	0.1%	$182.42	+60.3%	COM	025816109
VTR	VENTAS INC	6,250	$430K	0.1%	$42.58	+45.9%	COM	92276F100
TMO	THERMO FISHER SCIENTIFIC INC	859	$427K	0.1%	$355.30	+51.9%	COM	883556102
SLQD	ISHARES TR	8,090	$407K	0.1%	$51.98	—	0-5YR INVT GR CP	46434V100
GVI	ISHARES TR	3,741	$397K	0.1%	$109.45	—	INTRM GOV CR ETF	464288612
BWXT	BWX TECHNOLOGIES INC	4,012	$396K	0.1%	$70.38	+53.1%	COM	05605H100
QQQM	INVESCO EXCH TRADED FD TR II	2,050	$396K	0.1%	$188.86	—	NASDAQ 100 ETF	46138G649
VBR	VANGUARD INDEX FDS	2,120	$395K	0.1%	$150.00	—	SM CP VAL ETF	922908611
VOOV	VANGUARD ADMIRAL FDS INC	2,090	$385K	0.1%	$146.45	—	500 VAL IDX FD	921932703
TT	TRANE TECHNOLOGIES PLC	1,114	$375K	0.1%	$207.78	+72.8%	SHS	G8994E103
MGK	VANGUARD WORLD FD	1,187	$367K	0.1%	$163.70	—	MEGA GRWTH IND	921910816
CAT	CATERPILLAR INC	1,065	$351K	0.1%	$263.75	+33.4%	COM	149123101
MDLZ	MONDELEZ INTL INC	5,144	$349K	0.1%	$44.29	+34.9%	CL A	609207105
ACN	ACCENTURE PLC IRELAND	1,088	$340K	0.1%	$274.05	+27.5%	SHS CLASS A	G1151C101
ITA	ISHARES TR	2,155	$330K	0.1%	$168.51	—	US AER DEF ETF	464288760
EMR	EMERSON ELEC CO	2,993	$328K	0.1%	$58.84	+101.9%	COM	291011104
PCAR	PACCAR INC	3,352	$326K	0.1%	$60.33	+70.7%	COM	693718108
MMM	3M CO	2,198	$323K	0.1%	$140.80	+2.7%	COM	88579Y101
BMY	BRISTOL-MYERS SQUIBB CO	5,029	$307K	0.1%	$37.52	+47.9%	COM	110122108
NEE	NEXTERA ENERGY INC	4,308	$305K	0.1%	$62.17	+10.4%	COM	65339F101
IJJ	ISHARES TR	2,500	$299K	0.1%	$123.21	—	S&P MC 400VL ETF	464287705
CI	THE CIGNA GROUP	905	$298K	0.1%	$242.30	+22.0%	COM	125523100
IGIB	ISHARES TR	5,650	$297K	0.1%	$80.45	—	ISHS 5-10YR INVT	464288638
VEU	VANGUARD INTL EQUITY INDEX F	4,881	$296K	0.1%	$44.78	—	ALLWRLD EX US	922042775
NOC	NORTHROP GRUMMAN CORP	555	$284K	0.1%	$434.37	+8.2%	COM	666807102
ITW	ILLINOIS TOOL WKS INC	1,100	$273K	0.1%	$222.41	+12.7%	COM	452308109
RSG	REPUBLIC SVCS INC	1,125	$272K	0.1%	$173.59	+27.8%	COM	760759100
CNI	CANADIAN NATL RY CO	2,740	$267K	0.1%	$42.84	+132.0%	COM	136375102
FISV	FISERV INC	1,200	$265K	0.1%	$164.95	+32.7%	COM	337738108
BUD	ANHEUSER BUSCH INBEV SA/NV	4,190	$258K	0.0%	$65.44	—	SPONSORED ADR	03524A108
NKE	NIKE INC	4,052	$257K	0.0%	$64.28	+12.1%	CL B	654106103
UNH	UNITEDHEALTH GROUP INC	486	$255K	0.0%	$480.50	+3.9%	COM	91324P102
ROK	ROCKWELL AUTOMATION INC	982	$254K	0.0%	$219.91	+24.8%	COM	773903109
AUB	ATLANTIC UN BANKSHARES CORP	8,025	$250K	0.0%	$30.60	+10.7%	COM	04911A107
ADI	ANALOG DEVICES INC	1,224	$247K	0.0%	$178.18	+19.5%	COM	032654105
LH	LABCORP HOLDINGS INC	1,005	$234K	0.0%	$199.50	+20.4%	COM SHS	504922105
COP	CONOCOPHILLIPS	2,214	$233K	0.0%	$91.17	+6.2%	COM	20825C104
KMI	KINDER MORGAN INC DEL	8,077	$230K	0.0%	$19.86	+34.5%	COM	49456B101
VTV	VANGUARD INDEX FDS	1,333	$230K	0.0%	$138.74	—	VALUE ETF	922908744
PSX	PHILLIPS 66	1,863	$230K	0.0%	$103.33	+15.4%	COM	718546104
TXN	TEXAS INSTRS INC	1,280	$230K	0.0%	$134.60	+35.4%	COM	882508104
WTW	WILLIS TOWERS WATSON PLC LTD	680	$230K	0.0%	$203.98	+58.0%	SHS	G96629103
CMI	CUMMINS INC	730	$229K	0.0%	$247.59	+39.8%	COM	231021106
VUSB	VANGUARD BD INDEX FDS	4,538	$226K	0.0%	$50.08	—	VANGUARD ULTRA	92203C303
BLK	BLACKROCK INC	236	$223K	0.0%	$991.05	-2.9%	COM	09290D101
BK	BANK NEW YORK MELLON CORP	2,657	$223K	0.0%	$82.56	0.0%	COM	064058100
FNDX	SCHWAB STRATEGIC TR	9,400	$222K	0.0%	$23.61	—	FUNDAMENTAL US L	808524771
QCOM	QUALCOMM INC	1,441	$221K	0.0%	$135.52	+17.8%	COM	747525103
XLRE	SELECT SECTOR SPDR TR	5,158	$216K	0.0%	$40.06	—	RL EST SEL SEC	81369Y860
VEA	VANGUARD TAX-MANAGED FDS	4,156	$211K	0.0%	$50.83	—	VAN FTSE DEV MKT	921943858
SHY	ISHARES TR	2,525	$209K	0.0%	$80.97	—	1 3 YR TREAS BD	464287457
GEV	GE VERNOVA INC	684	$209K	0.0%	$311.89	+11.6%	COM	36828A101
GD	GENERAL DYNAMICS CORP	756	$206K	0.0%	$255.81	0.0%	COM	369550108
IYJ	ISHARES TR	1,570	$204K	0.0%	$133.67	—	US INDUSTRIALS	464287754
ETN	EATON CORP PLC	746	$203K	0.0%	$273.60	+12.8%	SHS	G29183103