Q4 2013 Holdings
Filed 2014-02-07 | 64 holdings | $972.5K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $559.0K | 2,000 | 57.5% |
| Carmax Inc(KMX) | COM | 143130102 | $335.0K | 7,120 | 34.4% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $14.9K | 80,301 | 1.5% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $11.9K | 284,844 | 1.2% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $8.9K | 135,452 | 0.9% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $4.7K | 54,014 | 0.5% |
| Stanley Furniture Co Inc | COM NEW | 854305208 | $2.5K | 658,180 | 0.3% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.4K | 61,201 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.2K | 21,821 | 0.2% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $2.0K | 29,290 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.8K | 21,682 | 0.2% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $1.4K | 26,858 | 0.1% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $1.2K | 18,268 | 0.1% |
| Magellan Midstream Prtnrs LP(WEP) | COM UNIT RP LP | 559080106 | $1.1K | 17,758 | 0.1% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.0K | 15,697 | 0.1% |
| Sunoco Logistics Prtnrs L P | COM UNITS | 86764L108 | $894 | 11,857 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $888 | 4,733 | 0.1% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $883 | 17,161 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $857 | 6,872 | 0.1% |
| Spectra Energy Partners LP | COM | 84756N109 | $800 | 17,532 | 0.1% |
| Buckeye Partners L P | UNIT LTD PARTN | 118230101 | $795 | 11,177 | 0.1% |
| General Electric Co | COM | 369604103 | $773 | 27,594 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $712 | 6,004 | 0.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $697 | 19,782 | 0.1% |
| Energy Transfer Equity L P(ET) | COM UT LTD PTN | 29273V100 | $627 | 7,669 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $613 | 1,055 | 0.1% |
| EL Paso Pipeline Partners L | COM UNIT LPI | 283702108 | $587 | 16,183 | 0.1% |
| Holly Energy Partners L P | COM UT LTD PTN | 435763107 | $572 | 17,690 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $570 | 19,802 | 0.1% |
| Oneok Partners LP | UNIT LTD PARTN | 68268N103 | $566 | 10,694 | 0.1% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $540 | 6,860 | 0.1% |
| Suntrust BKS Inc | COM | 867914103 | $506 | 13,758 | 0.1% |
| Targa Resources Partners LP | COM UNIT | 87611X105 | $494 | 9,462 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $494 | 5,399 | 0.1% |
| TC Pipelines LP | UT COM LTD PRT | 87233Q108 | $479 | 9,922 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $465 | 6,625 | 0.0% |
| TRI Contl Corp(TY) | COM | 895436103 | $454 | 22,735 | 0.0% |
| Williams Partners L P | COM UNIT L P | 96950F104 | $446 | 8,724 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $429 | 10,356 | 0.0% |
| Ishares(AGG) | CORE TOTUSBD ETF | 464287226 | $426 | 3,987 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $409 | 3,585 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $406 | 4,983 | 0.0% |
| Xenith Bankshares Inc | COM | 98410X105 | $401 | 68,135 | 0.0% |
| Kraft Foods Group Inc | COM | 50076Q106 | $394 | 7,320 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $387 | 16,534 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $385 | 687 | 0.0% |
| Ishares(IWP) | RUS MD CP GR ETF | 464287481 | $347 | 4,115 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $345 | 3,285 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $303 | 8,400 | 0.0% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $299 | 5,957 | 0.0% |