Q2 2020 Holdings
Filed 2020-07-08 | 50 holdings | $796.7K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $701.0K | 7,827 | 88.0% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $10.6K | 378,287 | 1.3% |
| Ishares U S ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $7.7K | 153,520 | 1.0% |
| Ishares TR(IGIB) | INTRM TR CRP ETF | 464288638 | $5.2K | 86,760 | 0.7% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.2K | 16,723 | 0.7% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $4.7K | 42,594 | 0.6% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $3.7K | 85,222 | 0.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.6K | 12,162 | 0.5% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $3.4K | 49,662 | 0.4% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $3.4K | 31,358 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.9K | 50,838 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.8K | 1,966 | 0.3% |
| Ishares TR(QUAL) | USA QUALITY FCTR | 46432F339 | $2.4K | 24,918 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.4K | 11,583 | 0.3% |
| Ishares TR(ESGU) | ESG MSCI USA ETF | 46435G425 | $2.3K | 32,718 | 0.3% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.1K | 25,667 | 0.3% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $2.0K | 20,784 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.8K | 40,625 | 0.2% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $1.8K | 10,775 | 0.2% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $1.8K | 12,390 | 0.2% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.7K | 20,887 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $1.7K | 7,425 | 0.2% |
| Lowes COS Inc(LOW) | COM | 548661107 | $1.6K | 12,088 | 0.2% |
| Ishares Inc(ESGE) | ESG MSCI EM ETF | 46434G863 | $1.4K | 43,615 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.4K | 7,047 | 0.2% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $1.2K | 12,195 | 0.2% |
| Enbridge Inc(ENB) | COM | 29250N105 | $1.2K | 40,131 | 0.2% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $1.2K | 756 | 0.2% |
| Ishares TR(AGZ) | AGENCY BOND ETF | 464288166 | $1.2K | 9,756 | 0.1% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.2K | 31,728 | 0.1% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $1.1K | 4,728 | 0.1% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $1.1K | 17,906 | 0.1% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $978 | 20,538 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $916 | 332 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $910 | 644 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $889 | 3,013 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $887 | 3,373 | 0.1% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $869 | 11,786 | 0.1% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $817 | 22,375 | 0.1% |
| Ishares TR(SIZE) | USA SIZE FACTOR | 46432F370 | $686 | 7,834 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $581 | 18,682 | 0.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $443 | 13,412 | 0.1% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $390 | 8,321 | 0.0% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $384 | 10,060 | 0.0% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $235 | 2,306 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $231 | 1,383 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $225 | 1,600 | 0.0% |
| Disney Walt Co(DIS) | COM DISNEY | 254687106 | $214 | 1,919 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $213 | 1,805 | 0.0% |
| Fidelity Covington TR(FTEC) | MSCI INFO TECH I | 316092808 | $207 | 2,521 | 0.0% |