Q3 2019 Holdings
Filed 2019-10-15 | 66 holdings | $4.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $3.8M | 42,917 | 82.6% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $247.0K | 857 | 5.4% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $245.0K | 3,242 | 5.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $84.8K | 561,493 | 1.9% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $75.5K | 934,918 | 1.7% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $32.2K | 312,503 | 0.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $30.1K | 220,470 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $23.8K | 79,829 | 0.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.4K | 44,286 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $5.4K | 107,732 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.0K | 26,002 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $3.3K | 80,977 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $2.3K | 30,247 | 0.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $2.0K | 23,203 | 0.0% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.8K | 22,812 | 0.0% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.6K | 34,318 | 0.0% |
| Microsoft Corp(MSFT) | CL A | 594918104 | $1.4K | 10,237 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.3K | 5,815 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $1.2K | 81,350 | 0.0% |
| Nasdaq Inc(NDAQ) | COM | 631103108 | $1.2K | 12,324 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.1K | 20,744 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $1.1K | 9,360 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.1K | 27,214 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.1K | 9,616 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $894 | 3,853 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $783 | 11,088 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $685 | 2,852 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $664 | 2,236 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $641 | 7,281 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $557 | 4,308 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $531 | 6,877 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $523 | 14,564 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $492 | 12,999 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $486 | 2,338 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $481 | 2,241 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $462 | 2,570 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $453 | 9,351 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $419 | 2,723 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $417 | 7,656 | 0.0% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $415 | 11,641 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $393 | 6,510 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $393 | 3,162 | 0.0% |
| American Elec PWR Inc(AEP) | COM | 025537101 | $384 | 4,098 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $374 | 3,903 | 0.0% |
| Southern Co(SO) | COM | 842587107 | $361 | 5,837 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $353 | 1,187 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $329 | 4,750 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $319 | 2,486 | 0.0% |
| Mondelez Intl Inc(MDLZ) | COM | 609207105 | $313 | 5,653 | 0.0% |
| Walmart Inc(WMT) | COM | 931142103 | $287 | 2,422 | 0.0% |