Q2 2020 Holdings
Filed 2020-07-31 | 76 holdings | $4.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $3.7M | 41,340 | 78.1% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $317.0K | 3,225 | 6.7% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $260.0K | 857 | 5.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $94.0K | 600,305 | 2.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $76.7K | 922,298 | 1.6% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $76.3K | 1,602,324 | 1.6% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $38.5K | 705,694 | 0.8% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $31.7K | 290,062 | 0.7% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $29.0K | 202,814 | 0.6% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $27.7K | 258,660 | 0.6% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $23.0K | 74,163 | 0.5% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $8.0K | 98,666 | 0.2% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $6.8K | 41,456 | 0.1% |
| Vanguard Charlotte FDS(BNDX) | INTL BD IDX ETF | 92203J407 | $4.2K | 73,073 | 0.1% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $4.0K | 22,681 | 0.1% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $3.3K | 37,508 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.6K | 65,074 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $2.4K | 34,924 | 0.1% |
| Apple Inc(AAPL) | COM | 037833100 | $2.2K | 5,922 | 0.0% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.0K | 9,812 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.8K | 22,535 | 0.0% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.6K | 33,956 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.2K | 9,014 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.1K | 20,868 | 0.0% |
| Vanguard Scottsdale FDS(VGSH) | SHORT TERM TREAS | 92206C102 | $1.1K | 17,560 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.1K | 26,881 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $992 | 3,958 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $927 | 6,360 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $858 | 12,310 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $839 | 77,005 | 0.0% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $802 | 8,261 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $694 | 2,640 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $674 | 2,185 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $611 | 4,348 | 0.0% |
| Nasdaq Inc(NDAQ) | COM | 631103108 | $596 | 4,989 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $547 | 6,964 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $487 | 14,900 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $465 | 2,650 | 0.0% |
| Maximus Inc(MMS) | COM | 577933104 | $460 | 6,526 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $458 | 8,948 | 0.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $444 | 4,554 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $421 | 2,359 | 0.0% |
| Ishares TR(AOK) | CONSER ALLOC ETF | 464289883 | $417 | 11,450 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $406 | 2,201 | 0.0% |
| UDR Inc(UDR) | COM | 902653104 | $400 | 10,713 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $396 | 3,316 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $388 | 8,676 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $378 | 1,204 | 0.0% |
| Polaris Inc(PII) | COM | 731068102 | $359 | 3,875 | 0.0% |
| AT&T Inc(T) | COM | 00206R102 | $358 | 11,857 | 0.0% |