Q4 2019 Holdings
Filed 2020-01-21 | 74 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 | $3.7M | 42,657 | 81.2% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $288.0K | 3,253 | 6.3% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $252.0K | 857 | 5.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $94.5K | 577,326 | 2.1% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $76.2K | 945,358 | 1.7% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $33.7K | 301,582 | 0.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $31.5K | 213,233 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $24.3K | 75,055 | 0.5% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $7.7K | 43,087 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $5.8K | 108,219 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.8K | 23,218 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $4.2K | 84,876 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.0K | 35,076 | 0.1% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $2.9K | 46,776 | 0.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $2.3K | 26,848 | 0.0% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $2.0K | 14,257 | 0.0% |
| Dominion RES Inc VA New(D) | COM | 25746U109 | $1.9K | 22,724 | 0.0% |
| Apple Inc(AAPL) | COM | 037833100 | $1.7K | 5,909 | 0.0% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.6K | 34,152 | 0.0% |
| Microsoft Corp(MSFT) | CL A | 594918104 | $1.6K | 10,262 | 0.0% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $1.4K | 13,419 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.3K | 21,758 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $1.2K | 8,253 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.2K | 9,696 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.1K | 27,715 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $937 | 5,656 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $888 | 56,350 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $852 | 3,900 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $838 | 2,775 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $775 | 11,100 | 0.0% |
| Polaris Inds Inc(PII) | COM | 731068102 | $709 | 6,975 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $701 | 2,179 | 0.0% |
| Nasdaq Inc(NDAQ) | COM | 631103108 | $684 | 6,388 | 0.0% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $653 | 11,534 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $639 | 4,382 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $578 | 14,742 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $534 | 2,359 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $521 | 2,683 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $514 | 13,148 | 0.0% |
| Mondelez Intl Inc(MDLZ) | COM | 609207105 | $505 | 9,160 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $485 | 6,526 | 0.0% |
| Truist Finl Corp(TFC) | COM | 89832Q109 | $473 | 8,400 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $440 | 2,225 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $427 | 9,145 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $420 | 7,585 | 0.0% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $411 | 11,336 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $404 | 1,192 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $403 | 2,955 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $398 | 3,189 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $390 | 6,351 | 0.0% |