Q4 2021 Holdings
Filed 2022-01-19 | 95 holdings | $3.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $1.9M | 14,452 | 54.6% |
| Abbvie Inc(ABBV) | COM | 00287Y109 | $451.0K | 3,330 | 13.1% |
| Costco Whsl Corp New(COST) | COM | 22160K105 | $362.0K | 637 | 10.5% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $149.0K | 617,196 | 4.3% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $99.7K | 1,626,437 | 2.9% |
| Vanguard Charlotte FDS(BNDX) | TOTAL INT BD ETF | 92203J407 | $67.5K | 1,222,848 | 2.0% |
| Vanguard BD Index FDS(BSV) | SHORT TRM BOND | 921937827 | $64.0K | 792,204 | 1.9% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $61.4K | 865,457 | 1.8% |
| Vanguard Index FDS(VBR) | SM CP VAL ETF | 922908611 | $50.7K | 283,369 | 1.5% |
| Vanguard World FD(MGC) | MEGA CAP INDEX | 921910873 | $43.5K | 258,960 | 1.3% |
| Vanguard Index FDS(VV) | LARGE CAP ETF | 922908637 | $42.9K | 194,251 | 1.2% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $32.5K | 68,185 | 0.9% |
| Ishares TR(DVY) | SELECT DIVID ETF | 464287168 | $28.4K | 231,815 | 0.8% |
| Vanguard Malvern FDS(VTIP) | STRM INFPROIDX | 922020805 | $26.6K | 517,977 | 0.8% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $9.6K | 37,681 | 0.3% |
| Vanguard BD Index FDS(BND) | TOTAL BND MRKT | 921937835 | $6.5K | 77,279 | 0.2% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $5.7K | 11,971 | 0.2% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $5.6K | 19,667 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $4.5K | 25,599 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $3.4K | 9,987 | 0.1% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $3.1K | 33,042 | 0.1% |
| Altria Group Inc(MO) | COM | 02209S103 | $2.9K | 60,833 | 0.1% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $1.9K | 4,458 | 0.1% |
| Ishares TR(AOR) | GRWT ALLOCAT ETF | 464289867 | $1.8K | 32,334 | 0.1% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $1.8K | 10,958 | 0.1% |
| HCA Healthcare Inc(HCA) | COM | 40412C101 | $1.8K | 6,834 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.7K | 3,976 | 0.0% |
| Dominion Energy Inc(D) | COM | 25746U109 | $1.6K | 20,496 | 0.0% |
| Vanguard Index FDS(VB) | SMALL CP ETF | 922908751 | $1.5K | 6,553 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.4K | 5,385 | 0.0% |
| Ishares TR(AOA) | AGGRES ALLOC ETF | 464289859 | $1.4K | 18,931 | 0.0% |
| CSX Corp(CSX) | COM | 126408103 | $1.3K | 35,413 | 0.0% |
| Ishares TR(AOM) | MODERT ALLOC ETF | 464289875 | $1.2K | 26,377 | 0.0% |
| Norfolk Southn Corp(NSC) | COM | 655844108 | $1.1K | 3,731 | 0.0% |
| Dimensional ETF Trust(DFAX) | WORLD EX US CORE | 25434V880 | $1.1K | 40,940 | 0.0% |
| Brandywine Rlty TR(BDN) | SH BEN INT NEW | 105368203 | $1.1K | 79,494 | 0.0% |
| Anthem Inc(ELV) | COM | 036752103 | $1.0K | 2,207 | 0.0% |
| Ishares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $921 | 3,013 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $911 | 15,425 | 0.0% |
| Dimensional ETF Trust(DFAS) | US SMALL CAP ETF | 25434V500 | $843 | 14,046 | 0.0% |
| Ishares TR(IWN) | RUS 2000 VAL ETF | 464287630 | $811 | 4,886 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $808 | 4,721 | 0.0% |
| Vanguard Specialized Funds(VIG) | DIV APP ETF | 921908844 | $746 | 4,343 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $726 | 4,181 | 0.0% |
| Vanguard Index FDS(VNQ) | REAL ESTATE ETF | 922908553 | $708 | 6,102 | 0.0% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $640 | 2,139 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $607 | 9,151 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $602 | 2,244 | 0.0% |
| Grainger W W Inc(GWW) | COM | 384802104 | $588 | 1,134 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $587 | 9,600 | 0.0% |