Q3 2020 Holdings
Filed 2020-11-09 | 19 holdings | $4.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗
Sign in to see sub-manager breakdown
| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| CarMax Inc.(KMX) | COM | 143130102 | $3.2M | 34,735 | 72.3% |
| Costco Wholesale(COST) | COM | 22160K105 | $852.0K | 2,400 | 19.3% |
| Arrow Electronics Inc.(ARW) | COM | 042735100 | $275.0K | 3,500 | 6.2% |
| Berkshire Hathaway B(BRK/B) | COM | 084670702 | $29.5K | 138,314 | 0.7% |
| Apple Inc.(AAPL) | COM | 037833100 | $11.3K | 97,678 | 0.3% |
| Lennar Corp A(LEN) | COM | 526057104 | $9.9K | 121,475 | 0.2% |
| Micron Technology Inc.(MU) | COM | 595112103 | $6.1K | 130,650 | 0.1% |
| Whirlpool Corp(WHR) | COM | 963320106 | $5.7K | 31,175 | 0.1% |
| Liberty Global C | COM | G5480U120 | $5.0K | 243,000 | 0.1% |
| BankAmerica Corp.(BAC) | COM | 060505104 | $4.6K | 189,610 | 0.1% |
| Bank of NY Mellon(BK) | COM | 064058100 | $3.8K | 111,230 | 0.1% |
| Williams Companies(WMB) | COM | 969457100 | $3.7K | 186,885 | 0.1% |
| WisdomTree Emerging Mkt Small(DGS) | ETF | 97717W281 | $3.2K | 76,610 | 0.1% |
| Vanguard Developed Markets Ind(VEA) | ETF | 921943858 | $3.2K | 77,300 | 0.1% |
| Vanguard Emerging Markets Inde(VWO) | ETF | 922042858 | $3.1K | 71,575 | 0.1% |
| Wells Fargo & Co(WFC) | COM | 949746101 | $2.5K | 105,780 | 0.1% |
| General Electric | COM | 369604103 | $1.5K | 241,532 | 0.0% |
| Dover Corporation | COM | 260137104 | $271 | 2,500 | 0.0% |
| Shaw Comm Cl B | COM | 82028K200 | $182 | 10,000 | 0.0% |