Q1 2014 Holdings
Filed 2014-05-05 | 66 holdings | $1.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Biogen Idec Inc(BIIB) | COM | 09062X103 | $612.0K | 2,000 | 59.8% |
| Carmax Inc(KMX) | COM | 143130102 | $326.0K | 6,976 | 31.9% |
| Ishares(IVV) | CORE S&P500 ETF | 464287200 | $17.3K | 91,788 | 1.7% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $12.9K | 312,844 | 1.3% |
| Ishares(IWS) | RUS MDCP VAL ETF | 464287473 | $8.2K | 119,724 | 0.8% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $5.3K | 64,604 | 0.5% |
| Schwab Strategic TR(SCHP) | US TIPS ETF | 808524870 | $3.2K | 59,917 | 0.3% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.7K | 71,851 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.1K | 21,821 | 0.2% |
| Ishares(EFA) | MSCI EAFE ETF | 464287465 | $2.0K | 29,088 | 0.2% |
| Stanley Furniture Co Inc | COM NEW | 854305208 | $1.8K | 658,180 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $1.5K | 18,339 | 0.1% |
| Enterprise Prods Partners L(EPD) | COM | 293792107 | $1.4K | 20,513 | 0.1% |
| Magellan Midstream Prtnrs LP(WEP) | COM UNIT RP LP | 559080106 | $1.1K | 16,398 | 0.1% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.1K | 15,397 | 0.1% |
| Plains All Amern Pipeline L(PAA) | UNIT LTD PARTN | 726503105 | $1.1K | 19,779 | 0.1% |
| Sunoco Logistics Prtnrs L P | COM UNITS | 86764L108 | $953 | 10,485 | 0.1% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $937 | 27,151 | 0.1% |
| International Business Machs(IBM) | COM | 459200101 | $902 | 4,683 | 0.1% |
| Buckeye Partners L P | UNIT LTD PARTN | 118230101 | $873 | 11,582 | 0.1% |
| Regency Energy Partners L P | COM UNITS L P | 75885Y107 | $849 | 31,277 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $829 | 6,973 | 0.1% |
| Oneok Partners LP | UNIT LTD PARTN | 68268N103 | $811 | 15,190 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $791 | 27,288 | 0.1% |
| Energy Transfer Equity L P(ET) | COM UT LTD PTN | 29273V100 | $762 | 16,306 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $749 | 6,004 | 0.1% |
| General Electric Co | COM | 369604103 | $698 | 27,014 | 0.1% |
| Markel Corp(MKL) | COM | 570535104 | $629 | 1,055 | 0.1% |
| Spectra Energy Partners LP | COM | 84756N109 | $596 | 12,253 | 0.1% |
| NGL Energy Partners LP(NGL) | COM UNIT REPST | 62913M107 | $594 | 15,914 | 0.1% |
| Tesoro Logistics LP | COM UNIT LP | 88160T107 | $590 | 9,847 | 0.1% |
| Targa Resources Partners LP | COM UNIT | 87611X105 | $582 | 10,389 | 0.1% |
| Kraft Foods Group Inc | COM | 50076Q106 | $549 | 9,776 | 0.1% |
| Suntrust BKS Inc | COM | 867914103 | $548 | 13,758 | 0.1% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $530 | 5,400 | 0.1% |
| Wal-Mart Stores Inc(WMT) | COM | 931142103 | $524 | 6,860 | 0.1% |
| Williams Partners L P | COM UNIT L P | 96950F104 | $515 | 10,090 | 0.1% |
| Ishares(AGG) | CORE TOTUSBD ETF | 464287226 | $500 | 4,616 | 0.0% |
| TRI Contl Corp(TY) | COM | 895436103 | $457 | 22,735 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $434 | 3,520 | 0.0% |
| Emerson Elec Co(EMR) | COM | 291011104 | $429 | 6,425 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $419 | 16,211 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $400 | 10,356 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $369 | 687 | 0.0% |
| Ishares(IWP) | RUS MD CP GR ETF | 464287481 | $353 | 4,115 | 0.0% |
| Xenith Bankshares Inc | COM | 98410X105 | $347 | 58,135 | 0.0% |
| Merck & Co Inc New(MRK) | COM | 58933Y105 | $340 | 5,968 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $329 | 4,083 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $319 | 3,285 | 0.0% |
| EQT Midstream Partners LP | UNIT LTD PARTN | 26885B100 | $302 | 4,238 | 0.0% |