Q1 2020 Holdings
Filed 2020-05-05 | 42 holdings | $516.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $434.0K | 8,068 | 84.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $9.8K | 350,082 | 1.9% |
| Ishares U S ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $7.1K | 146,270 | 1.4% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.3K | 20,357 | 1.0% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $5.1K | 92,843 | 1.0% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $5.1K | 45,863 | 1.0% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $3.5K | 60,319 | 0.7% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $3.2K | 77,627 | 0.6% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $3.1K | 61,399 | 0.6% |
| Mastercard Inc(MA) | CL A | 57636Q104 | $3.0K | 12,313 | 0.6% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $2.9K | 30,463 | 0.6% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.3K | 2,020 | 0.5% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.1K | 27,550 | 0.4% |
| Microsoft Corp(MSFT) | COM | 594918104 | $1.9K | 12,227 | 0.4% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $1.9K | 11,519 | 0.4% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $1.9K | 22,956 | 0.4% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $1.8K | 31,873 | 0.4% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.8K | 20,544 | 0.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.6K | 20,689 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.6K | 42,380 | 0.3% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $1.3K | 12,434 | 0.3% |
| Facebook Inc(META) | CL A | 30303M102 | $1.3K | 7,752 | 0.3% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $1.2K | 22,175 | 0.2% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $1.2K | 42,988 | 0.2% |
| Enbridge Inc(ENB) | COM | 29250N105 | $1.2K | 39,857 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.2K | 7,135 | 0.2% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $1.1K | 12,380 | 0.2% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.1K | 12,452 | 0.2% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $1.1K | 5,757 | 0.2% |
| Booking Hldgs Inc(BKNG) | COM | 09857L108 | $1.0K | 752 | 0.2% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.0K | 24,848 | 0.2% |
| Anthem Inc(ELV) | COM | 036752103 | $789 | 3,477 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $772 | 664 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $765 | 3,066 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $704 | 361 | 0.1% |
| Ishares TR(SIZE) | USA SIZE FACTOR | 46432F370 | $570 | 7,992 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $529 | 18,938 | 0.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $355 | 13,230 | 0.1% |
| Baidu Inc(BIDUN) | SPON ADR REP A | 056752108 | $222 | 2,200 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $210 | 1,600 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $208 | 1,805 | 0.0% |
| Spdr Gold Trust(GLD) | GOLD SHS | 78463V107 | $205 | 1,383 | 0.0% |