Q2 2019 Holdings
Filed 2019-08-13 | 219 holdings | $176.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc(KMX) | COM | 143130102 | $132.0M | 1,519,806 | 75.0% |
| Cisco Systems Inc(CSCO) | COM | 17275R102 | $30.3M | 553,750 | 17.2% |
| Costco Wholesale Corp(COST) | COM | 22160K105 | $7.1M | 26,922 | 4.0% |
| Adobe Inc(ADBE) | COM | 00724F101 | $919.0K | 3,120 | 0.5% |
| Cbre Group Inc(CBRE) | CL A | 12504L109 | $236.0K | 4,595 | 0.1% |
| Dollar Tree Inc.(DLTR) | COM | 256746108 | $127.4K | 1,186,128 | 0.1% |
| Vanguard Short-Term Corporate(VCSH) | SHRT TRM CORP BD | 92206C409 | $121.9K | 1,511,122 | 0.1% |
| Brookfield Asset Management In | CL A LTD VT SH | 112585104 | $116.7K | 2,441,797 | 0.1% |
| Schwab Intermediate-Term U.S.(SCHR) | INTRM TRM TRES | 808524854 | $113.3K | 2,062,042 | 0.1% |
| U.S. Bancorp(USB) | COM | 902973304 | $104.6K | 1,996,597 | 0.1% |
| Jacobs Engineering Group Inc(JECUSD) | COM | 469814107 | $102.9K | 1,219,882 | 0.1% |
| Copart Inc(CPRT) | COM | 217204106 | $98.6K | 1,318,646 | 0.1% |
| CDW Corp(CDW) | COM | 12514G108 | $98.3K | 885,791 | 0.1% |
| Progressive Corp(PGR) | COM | 743315103 | $96.9K | 1,212,019 | 0.1% |
| Vanguard Ftse All-World ex-US(VEU) | ALLWRLD EX US | 922042775 | $91.2K | 1,789,070 | 0.1% |
| Arch Capital Group Ltd(ACGL) | COM | G0450A105 | $87.6K | 2,363,088 | 0.0% |
| TE Connectivity Ltd(TEL) | REG SHS | H84989104 | $87.4K | 911,981 | 0.0% |
| Berkshire Hathaway Inc(BRK/B) | CL B | 084670702 | $82.3K | 386,054 | 0.0% |
| Lowe's Cos Inc(LOW) | COM | 548661107 | $80.1K | 794,140 | 0.0% |
| Novartis AG(NVSN) | SPONSORED ADR | 66987V109 | $78.5K | 859,967 | 0.0% |
| Liberty Broadband Corp(LBRDK) | COM SER C | 530307305 | $78.2K | 750,700 | 0.0% |
| iShares Core S&P 500 ETF(IVV) | CORE S&P500 ETF | 464287200 | $76.9K | 260,970 | 0.0% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $76.2K | 70,539 | 0.0% |
| iShares Edge Msci Min Vol Eafe(EFAV) | MIN VOL EAFE ETF | 46429B689 | $75.9K | 1,044,821 | 0.0% |
| iShares 20 Year Treasury Bond(TLT) | 20 YR TR BD ETF | 464287432 | $75.4K | 567,719 | 0.0% |
| Linde PLC(LIN) | COM | G5494J103 | $72.6K | 361,732 | 0.0% |
| TJX Cos Inc(TJX) | COM | 872540109 | $72.3K | 1,367,854 | 0.0% |
| Spdr S&P 500 ETF Trust(SPY) | TR UNIT | 78462F103 | $71.6K | 244,275 | 0.0% |
| PPG Industries Inc(PPG) | COM | 693506107 | $71.5K | 612,338 | 0.0% |
| Markel Corp(MKL) | COM | 570535104 | $71.1K | 65,230 | 0.0% |
| Schwab US Tips ETF(SCHP) | US TIPS ETF | 808524870 | $69.7K | 1,238,617 | 0.0% |
| Fastenal Co(FAST) | COM | 311900104 | $62.1K | 1,906,167 | 0.0% |
| Brown & Brown Inc.(BRO) | COM | 115236101 | $61.6K | 1,838,984 | 0.0% |
| IHS Markit Ltd(IHS) | SHS | G47567105 | $60.7K | 953,005 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $59.9K | 345,051 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $58.6K | 518,864 | 0.0% |
| O'Reilly Automotive Inc(ORLY) | COM | 67103H107 | $57.6K | 156,014 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $55.0K | 717,987 | 0.0% |
| Laboratory Corp of America Hol | COM | 50540R409 | $54.6K | 315,667 | 0.0% |
| Danaher Corp(DHR) | COM | 235851102 | $53.6K | 375,068 | 0.0% |
| iShares Core S&P Mid-Cap ETF(IJH) | CORE S&P MCP ETF | 464287507 | $53.6K | 275,907 | 0.0% |
| Axalta Coating Systems Ltd(AXTA) | COM | G0750C108 | $53.3K | 1,789,724 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $52.4K | 468,928 | 0.0% |
| Cognizant Technology Solutions(CTSH) | CL A | 192446102 | $51.2K | 807,755 | 0.0% |
| Accenture PLC(ACN) | COM | G1151C101 | $49.8K | 269,328 | 0.0% |
| Ross Stores Inc(ROST) | COM | 778296103 | $49.3K | 497,602 | 0.0% |
| Vanguard Total Bond Market ETF(BND) | TOTAL BND MRKT | 921937835 | $49.0K | 589,277 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $48.5K | 849,675 | 0.0% |
| Vanguard Large-Cap ETF(VV) | LARGE CAP ETF | 922908637 | $47.7K | 354,282 | 0.0% |
| Paccar Inc.(PCAR) | COM | 693718108 | $44.7K | 623,553 | 0.0% |