Q1 2020 Holdings
Filed 2020-04-09 | 66 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $2.2M | 41,340 | 72.8% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $261.0K | 3,432 | 8.5% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $244.0K | 857 | 8.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $76.7K | 933,306 | 2.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $76.6K | 594,400 | 2.5% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $31.9K | 679,306 | 1.0% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $26.5K | 291,088 | 0.9% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $23.4K | 197,751 | 0.8% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $19.2K | 74,341 | 0.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $12.1K | 136,490 | 0.4% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $6.4K | 87,689 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $5.5K | 41,456 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $5.3K | 128,373 | 0.2% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $4.1K | 72,189 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $3.3K | 22,818 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $3.3K | 84,260 | 0.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $3.0K | 35,279 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $2.5K | 34,934 | 0.1% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.6K | 22,690 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.6K | 9,886 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 5,915 | 0.0% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.4K | 33,785 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.3K | 21,148 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.1K | 22,123 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $988 | 26,890 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $764 | 8,879 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $742 | 8,253 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $736 | 3,943 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $683 | 5,918 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $633 | 2,788 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $607 | 57,731 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $581 | 4,430 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $562 | 2,182 | 0.0% |
| Nasdaq Inc(NDAQ) | COM | 631103108 | $532 | 5,599 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $487 | 14,919 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $448 | 8,948 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $431 | 2,359 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $422 | 11,124 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $392 | 2,687 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $391 | 10,713 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $382 | 13,107 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $380 | 6,526 | 0.0% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $378 | 11,187 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $373 | 5,338 | 0.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $372 | 4,533 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $364 | 2,201 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $357 | 6,644 | 0.0% |
| Procter & Gamble Co(PG) | COM | 742718109 | $353 | 3,208 | 0.0% |
| Polaris Inc(PII) | COM | 731068102 | $336 | 6,975 | 0.0% |
| American Elec PWR Co Inc(AEP) | COM | 025537101 | $334 | 4,177 | 0.0% |