Q3 2017 Holdings
Filed 2017-11-03 | 47 holdings | $3.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $3.4M | 45,366 | 87.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $239.0K | 2,687 | 6.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $62.2K | 758,376 | 1.6% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $60.3K | 465,497 | 1.5% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $33.7K | 390,383 | 0.9% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $30.9K | 267,732 | 0.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $22.0K | 87,125 | 0.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.3K | 49,876 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $6.4K | 120,477 | 0.2% |
| Altria Group Inc(MO) | COM | 02209S103 | $5.4K | 84,867 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.5K | 25,065 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.6K | 32,480 | 0.1% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.8K | 23,732 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $1.2K | 71,216 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $1.2K | 11,783 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.1K | 14,072 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.0K | 12,740 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $824 | 10,350 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $775 | 19,795 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $769 | 4,988 | 0.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $662 | 7,819 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $619 | 9,602 | 0.0% |
| General Electric Co | COM | 369604103 | $561 | 23,210 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $484 | 3,726 | 0.0% |
| Ishares(AOR) | GRWT ALLOCAT ETF | 464289867 | $463 | 10,326 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $450 | 5,358 | 0.0% |
| Microsoft Corp(MSFT) | CL A | 594918104 | $427 | 5,738 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $423 | 2,305 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $421 | 2,977 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $410 | 2,824 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $410 | 3,492 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $374 | 7,966 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $367 | 10,290 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $353 | 7,131 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $329 | 7,314 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $324 | 2,737 | 0.0% |
| Ishares(AOA) | AGGRES ALLOC ETF | 464289859 | $299 | 5,581 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $298 | 7,848 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $291 | 11,484 | 0.0% |
| Spdr S&P 500 ETF(SPY) | S&P DIVID ETF | 78462F103 | $285 | 1,134 | 0.0% |
| Ishares(AOM) | MODERT ALLOC ETF | 464289875 | $277 | 7,303 | 0.0% |
| Lakeland Bancorp Inc(LBAIUSD) | COM | 511637100 | $241 | 11,798 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $232 | 1,746 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $224 | 1,309 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $222 | 2,445 | 0.0% |
| Mondelez Intl Inc(MDLZ) | COM | 609207105 | $219 | 5,385 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $205 | 1,142 | 0.0% |