Q4 2020 Holdings
Filed 2021-02-04 | 48 holdings | $793.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Carmax Inc(KMX) | COM | 143130102 | $677.0K | 7,164 | 85.3% |
| Ishares TR(GOVT) | US TREAS BD ETF | 46429B267 | $13.0K | 476,086 | 1.6% |
| Ishares TR(IGSB) | ISHS 1-5YR INVS | 464288646 | $10.1K | 182,659 | 1.3% |
| Spdr SER TR(SPIB) | PORTFOLIO INTRMD | 78464A375 | $7.2K | 192,335 | 0.9% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $6.7K | 78,352 | 0.8% |
| Spdr SER TR(SPLB) | PORTFOLIO LN COR | 78464A367 | $6.1K | 183,981 | 0.8% |
| Spdr SER TR(SPYM) | PORTFOLIO S&P500 | 78464A854 | $5.5K | 125,627 | 0.7% |
| Ishares TR(SHYG) | 0-5YR HI YL CP | 46434V407 | $5.0K | 110,610 | 0.6% |
| Ishares U S ETF TR(NEAR) | BLACKROCK ST MAT | 46431W507 | $4.5K | 89,069 | 0.6% |
| Ishares TR(USHY) | BROAD USD HIGH | 46435U853 | $3.9K | 94,108 | 0.5% |
| Ishares TR(IEF) | BARCLAYS 7 10 YR | 464287440 | $3.8K | 31,553 | 0.5% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $3.4K | 9,462 | 0.4% |
| Alphabet Inc(GOOGL) | CAP STK CL A | 02079K305 | $3.2K | 1,852 | 0.4% |
| Ishares TR(EFG) | EAFE GRWTH ETF | 464288885 | $2.8K | 27,566 | 0.4% |
| Lattice Strategies TR(RODM) | HARTFORD MLT ETF | 518416102 | $2.5K | 87,063 | 0.3% |
| Microsoft Corp(MSFT) | COM | 594918104 | $2.4K | 10,694 | 0.3% |
| Wisdomtree TR(XSOE) | EM EX ST-OWNED | 97717X578 | $2.2K | 56,566 | 0.3% |
| Iqvia Hldgs Inc(IQV) | COM | 46266C105 | $2.1K | 11,577 | 0.3% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.0K | 48,262 | 0.3% |
| Lowes COS Inc(LOW) | COM | 548661107 | $2.0K | 12,193 | 0.2% |
| Facebook Inc(META) | CL A | 30303M102 | $1.9K | 6,953 | 0.2% |
| Ishares TR(SIZE) | MSCI USA SZE FT | 46432F370 | $1.7K | 15,538 | 0.2% |
| Ishares TR(VLUE) | MSCI USA VALUE | 46432F388 | $1.7K | 19,809 | 0.2% |
| Ishares TR(EMB) | JPMORGAN USD EMG | 464288281 | $1.7K | 14,712 | 0.2% |
| Booking Holdings Inc(BKNG) | COM | 09857L108 | $1.5K | 693 | 0.2% |
| Visa Inc(V) | COM CL A | 92826C839 | $1.5K | 6,647 | 0.2% |
| Fidelity Covington Trust(FTEC) | MSCI INFO TECH I | 316092808 | $1.4K | 13,372 | 0.2% |
| Ishares TR(IHI) | U.S. MED DVC ETF | 464288810 | $1.3K | 3,999 | 0.2% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $1.2K | 701 | 0.2% |
| Amerisourcebergen Corp(COR) | COM | 03073E105 | $1.2K | 12,355 | 0.2% |
| Ishares TR(IYG) | U.S. FIN SVC ETF | 464287770 | $1.2K | 7,978 | 0.2% |
| Taiwan Semiconductor MFG LTD(TSM) | SPONSORED ADS | 874039100 | $1.2K | 10,647 | 0.1% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $1.1K | 344 | 0.1% |
| Enbridge Inc(ENB) | COM | 29250N105 | $1.1K | 34,193 | 0.1% |
| Netflix Inc(NFLX) | COM | 64110L106 | $1.0K | 1,892 | 0.1% |
| Vanguard Scottsdale FDS(VCSH) | SHRT TRM CORP BD | 92206C409 | $1.0K | 12,131 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $981 | 2,799 | 0.1% |
| Anthem Inc(ELV) | COM | 036752103 | $977 | 3,042 | 0.1% |
| Ishares TR(USMV) | MSCI USA MIN VOL | 46429B697 | $831 | 12,239 | 0.1% |
| Uber Technologies Inc(UBER) | COM | 90353T100 | $789 | 15,468 | 0.1% |
| Lyft Inc(LYFT) | CL A COM | 55087P104 | $518 | 10,543 | 0.1% |
| Vanguard Scottsdale FDS(VCIT) | INT-TERM CORP | 92206C870 | $500 | 5,152 | 0.1% |
| Disney Walt Co(DIS) | COM | 254687106 | $447 | 2,467 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $334 | 890 | 0.0% |
| Ishares TR(IGIB) | ISHS 5-10YR INVT | 464288638 | $262 | 4,244 | 0.0% |
| Spdr Gold TR(GLD) | GOLD SHS | 78463V107 | $247 | 1,383 | 0.0% |
| Starbucks Corp(SBUX) | COM | 855244109 | $245 | 2,288 | 0.0% |
| Ishares TR(AGG) | CORE US AGGBD ET | 464287226 | $213 | 1,805 | 0.0% |