Q4 2018 Holdings
Filed 2019-01-08 | 51 holdings | $278.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $72.1K | 481,752 | 25.9% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $69.2K | 878,648 | 24.8% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $33.8K | 336,834 | 12.1% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $29.8K | 223,165 | 10.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $24.1K | 82,159 | 8.6% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.5K | 45,676 | 2.7% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $5.9K | 113,957 | 2.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.2K | 26,057 | 1.9% |
| Altria Group Inc(MO) | COM | 02209S103 | $4.9K | 81,106 | 1.8% |
| Carmax Inc(KMX) | COM | 143130102 | $3.2K | 43,300 | 1.2% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $2.4K | 29,812 | 0.9% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.6K | 22,874 | 0.6% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $1.4K | 10,350 | 0.5% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.3K | 11,095 | 0.5% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.1K | 23,805 | 0.4% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $958 | 60,951 | 0.3% |
| Apple Inc(AAPL) | COM | 037833100 | $947 | 4,197 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $909 | 10,693 | 0.3% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $808 | 21,313 | 0.3% |
| Polaris Inds Inc(PII) | COM | 731068102 | $735 | 7,281 | 0.3% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $729 | 13,353 | 0.3% |
| Capital One Finl Corp(COF) | COM | 14040H105 | $598 | 6,295 | 0.2% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $521 | 3,769 | 0.2% |
| Maximus Inc(MMS) | COM | 577933104 | $492 | 7,564 | 0.2% |
| AT&T Inc(T) | COM | 00206R102 | $491 | 14,621 | 0.2% |
| Microsoft Corp(MSFT) | CL A | 594918104 | $460 | 4,022 | 0.2% |
| Pfizer Inc(PFE) | COM | 717081103 | $454 | 10,294 | 0.2% |
| Grainger W W Inc(GWW) | COM | 384802104 | $416 | 1,164 | 0.1% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $412 | 7,716 | 0.1% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $400 | 2,461 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $383 | 1,791 | 0.1% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $354 | 1,218 | 0.1% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $349 | 10,203 | 0.1% |
| BB&T Corp(BBTUSD) | COM | 054937107 | $343 | 7,071 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $327 | 2,584 | 0.1% |
| Chevron Corp New(CVX) | COM | 166764100 | $320 | 2,621 | 0.1% |
| UDR Inc(UDR) | COM | 902653104 | $317 | 7,848 | 0.1% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $312 | 3,905 | 0.1% |
| Bank Amer Corp(BAC) | COM | 060505104 | $301 | 10,224 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $265 | 969 | 0.1% |
| Southern Co(SO) | COM | 842587107 | $261 | 5,976 | 0.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $248 | 2,624 | 0.1% |
| Coca Cola Co(KO) | COM | 191216100 | $238 | 5,145 | 0.1% |
| CSX Corp(CSX) | COM | 126408103 | $237 | 3,200 | 0.1% |
| Mondelez Intl Inc(MDLZ) | COM | 609207105 | $229 | 5,330 | 0.1% |
| American Elec PWR Inc(AEP) | COM | 025537101 | $225 | 3,181 | 0.1% |
| General Electric Co | COM | 369604103 | $220 | 19,498 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $217 | 1,048 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $214 | 1,326 | 0.1% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $207 | 1,150 | 0.1% |