Q1 2018 Holdings
Filed 2018-04-23 | 50 holdings | $3.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $2.7M | 43,526 | 84.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $248.0K | 2,618 | 7.7% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $66.7K | 834,919 | 2.1% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $64.0K | 471,414 | 2.0% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $32.4K | 357,346 | 1.0% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $29.5K | 243,040 | 0.9% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $22.4K | 84,341 | 0.7% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.3K | 47,451 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $6.2K | 114,803 | 0.2% |
| Altria Group Inc(MO) | COM | 02209S103 | $5.2K | 83,206 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.9K | 25,871 | 0.2% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.2K | 32,081 | 0.1% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.5K | 22,681 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $1.2K | 10,731 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $1.1K | 71,216 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.1K | 12,095 | 0.0% |
| HCA Holdings Inc(HCA) | COM | 40412C101 | $1.0K | 10,350 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $879 | 11,778 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $765 | 4,561 | 0.0% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $679 | 15,236 | 0.0% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $615 | 6,416 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $603 | 11,279 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $597 | 8,946 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $563 | 15,786 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $533 | 14,115 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $514 | 4,011 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $453 | 2,269 | 0.0% |
| Microsoft Corp(MSFT) | CL A | 594918104 | $452 | 4,948 | 0.0% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $416 | 7,988 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $409 | 2,783 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $389 | 3,412 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $376 | 7,856 | 0.0% |
| Bank Amer Corp(BAC) | COM | 060505104 | $371 | 12,385 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $366 | 4,721 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $365 | 10,292 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $338 | 7,579 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $332 | 2,766 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $326 | 1,155 | 0.0% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $323 | 1,229 | 0.0% |
| General Electric Co | COM | 369604103 | $292 | 21,670 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $280 | 7,848 | 0.0% |
| Mondelez Intl Inc(MDLZ) | COM | 609207105 | $254 | 6,091 | 0.0% |
| Wisdomtree TR(DEW) | GLB HIGH DIV FD | 97717W877 | $244 | 5,246 | 0.0% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $243 | 7,095 | 0.0% |
| Lakeland Bancorp Inc(LBAIUSD) | COM | 511637100 | $237 | 11,916 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $236 | 5,443 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $222 | 3,980 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $222 | 1,448 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $217 | 987 | 0.0% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $207 | 1,458 | 0.0% |