Q3 2016 Holdings
Filed 2016-10-13 | 45 holdings | $3.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $2.6M | 47,826 | 85.3% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $218.0K | 6,881 | 7.3% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $56.2K | 668,087 | 1.9% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $52.9K | 716,730 | 1.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $29.5K | 135,699 | 1.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $26.0K | 262,598 | 0.9% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $12.2K | 109,371 | 0.4% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.9K | 76,693 | 0.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $5.6K | 122,951 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.4K | 34,619 | 0.2% |
| Altria Group Inc(MO) | COM | 02209S103 | $4.8K | 76,328 | 0.2% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.4K | 34,991 | 0.1% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.6K | 21,292 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.1K | 13,091 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.1K | 15,122 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $949 | 12,553 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $911 | 11,763 | 0.0% |
| General Electric Co | COM | 369604103 | $750 | 25,313 | 0.0% |
| Apple Inc | COM | 37833100 | $680 | 6,019 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $645 | 11,400 | 0.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $564 | 7,855 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $533 | 13,134 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $495 | 4,191 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $483 | 3,041 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $445 | 12,359 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $435 | 8,361 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $430 | 4,786 | 0.0% |
| Ishares(AOR) | GRWT ALLOCAT ETF | 464289867 | $388 | 9,421 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $364 | 6,311 | 0.0% |
| Berkshire Hathaway Inc del | CL B NEW | 84670702 | $348 | 2,411 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $346 | 2,829 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $329 | 7,764 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $326 | 9,632 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $307 | 3,830 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $305 | 6,954 | 0.0% |
| BB&T Corp | COM | 54937107 | $269 | 7,119 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $261 | 1,160 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $250 | 16,008 | 0.0% |
| Ishares(AOA) | AGGRES ALLOC ETF | 464289859 | $243 | 5,127 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $237 | 2,304 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $236 | 6,252 | 0.0% |
| Kraft Heinz Co(KHC) | COM | 500754106 | $212 | 2,366 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $207 | 1,902 | 0.0% |
| Lakeland Bancorp Inc(LBAIUSD) | COM | 511637100 | $197 | 14,065 | 0.0% |
| Bank Amer Corp | COM | 60505104 | $182 | 11,624 | 0.0% |