Q4 2017 Holdings
Filed 2018-01-29 | 52 holdings | $3.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $2.8M | 43,526 | 84.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $257.0K | 2,655 | 7.7% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $66.5K | 484,212 | 2.0% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $63.9K | 783,577 | 1.9% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $34.8K | 379,518 | 1.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $32.4K | 263,921 | 1.0% |
| Ishares(AOR) | GRWT ALLOCAT ETF | 464289867 | $23.3K | 86,626 | 0.7% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.8K | 50,261 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $6.5K | 119,191 | 0.2% |
| Altria Group Inc(MO) | COM | 02209S103 | $6.3K | 88,525 | 0.2% |
| Ishares(AOM) | MODERT ALLOC ETF | 464289875 | $5.0K | 26,200 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.5K | 33,460 | 0.1% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.6K | 19,618 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $1.5K | 11,787 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.3K | 14,028 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $1.3K | 71,216 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.0K | 12,233 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $909 | 10,350 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $828 | 4,894 | 0.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $763 | 7,661 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $676 | 9,442 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $622 | 16,007 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $549 | 6,528 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $532 | 3,811 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $528 | 9,795 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $477 | 10,621 | 0.0% |
| Microsoft Corp(MSFT) | CL A | 594918104 | $470 | 5,496 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $467 | 12,288 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $457 | 2,305 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $437 | 3,492 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $432 | 2,926 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $423 | 7,993 | 0.0% |
| General Electric Co | COM | 369604103 | $414 | 23,704 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $397 | 7,976 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $373 | 10,291 | 0.0% |
| Ishares(AOA) | AGGRES ALLOC ETF | 464289859 | $342 | 2,751 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $319 | 6,952 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $316 | 10,712 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $302 | 7,848 | 0.0% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $293 | 1,098 | 0.0% |
| 3M Co(MMM) | COM | 88579Y101 | $278 | 1,182 | 0.0% |
| Mondelez Intl Inc(MDLZ) | COM | 609207105 | $273 | 6,389 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $271 | 1,149 | 0.0% |
| Wisdomtree TR(DEW) | GLB HIGH DIV FD | 97717W877 | $254 | 5,246 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $253 | 5,263 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $229 | 1,300 | 0.0% |
| Lakeland Bancorp Inc(LBAIUSD) | COM | 511637100 | $228 | 11,857 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $227 | 1,480 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $214 | 2,327 | 0.0% |
| Spdr Series Trust(SDY) | S&P DIVID ETF | 78464A763 | $209 | 2,215 | 0.0% |