Q3 2020 Holdings
Filed 2020-11-05 | 53 holdings | $806.2K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $703.0K | 7,651 | 87.2% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $11.2K | 401,872 | 1.4% |
| Ishares U S ETF TR(NEAR) | SHT MAT BD ETF | 46431W507 | $7.7K | 153,158 | 1.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $5.3K | 15,694 | 0.7% |
| Ishares TR(IGIB) | ISHS 5-10YR INVT | 464288638 | $5.0K | 82,959 | 0.6% |
| Ishares TR(MBB) | MBS ETF | 464288588 | $4.4K | 39,893 | 0.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $4.0K | 11,953 | 0.5% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $4.0K | 91,565 | 0.5% |
| Ishares TR(ITOT) | CORE S&P TTL STK | 464287150 | $3.5K | 46,289 | 0.4% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $3.4K | 30,883 | 0.4% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $2.9K | 37,987 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $2.9K | 1,956 | 0.4% |
| Ishares TR(IEFA) | CORE MSCI EAFE | 46432F842 | $2.9K | 47,455 | 0.4% |
| Ishares TR(QUAL) | MSCI USA QLT FCT | 46432F339 | $2.5K | 23,883 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.4K | 11,550 | 0.3% |
| Ishares TR(HYG) | IBOXX HI YD ETF | 464288513 | $2.0K | 24,152 | 0.3% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $2.0K | 23,911 | 0.2% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.0K | 11,853 | 0.2% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $1.9K | 20,327 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $1.9K | 7,419 | 0.2% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $1.9K | 12,180 | 0.2% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $1.7K | 43,224 | 0.2% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $1.7K | 45,131 | 0.2% |
| Ishares TR(TLT) | 20 YR TR BD ETF | 464287432 | $1.6K | 10,032 | 0.2% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $1.6K | 29,233 | 0.2% |
| Ishares Inc(ESGE) | ESG AWR MSCI EM | 46434G863 | $1.5K | 41,637 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.4K | 6,945 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.4K | 39,629 | 0.2% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $1.3K | 741 | 0.2% |
| Ishares TR(AGZ) | AGENCY BOND ETF | 464288166 | $1.2K | 9,843 | 0.1% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $1.2K | 12,246 | 0.1% |
| Ishares TR(IXN) | GLOBAL TECH ETF | 464287291 | $1.2K | 4,470 | 0.1% |
| Enbridge Inc(ENB) | COM | 29250N105 | $1.2K | 39,591 | 0.1% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $1.1K | 17,867 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.0K | 333 | 0.1% |
| Ishares Inc(IEMG) | CORE MSCI EMKT | 46434G103 | $1.0K | 19,195 | 0.1% |
| Ishares TR(ACWI) | MSCI ACWI ETF | 464288257 | $961 | 12,021 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $936 | 3,003 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $926 | 630 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $898 | 3,345 | 0.1% |
| Ishares TR(SIZE) | MSCI USA SZE FT | 46432F370 | $797 | 8,505 | 0.1% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $766 | 19,412 | 0.1% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $698 | 21,968 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $678 | 18,598 | 0.1% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $417 | 3,427 | 0.1% |
| Spdr SER TR(SPTL) | PORTFOLIO LN TSR | 78464A664 | $390 | 8,348 | 0.0% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $355 | 12,892 | 0.0% |
| Fidelity Covington Trust(FTEC) | MSCI INFO TECH I | 316092808 | $312 | 3,385 | 0.0% |
| Spdr SER TR(LGLV) | SSGA US LRG ETF | 78468R804 | $253 | 2,331 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $245 | 1,383 | 0.0% |