| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 683,788 | 55,243,000 | 23.99% | SH | |
| 2 | VANGUARD WORLD FD | 699,329 | 53,387,000 | 23.18% | SH | |
| 3 | ISHARES TR | 135,967 | 30,591,000 | 13.28% | SH | |
| 4 | VANGUARD INDEX FDS | 282,620 | 28,932,000 | 12.56% | SH | |
| 5 | VANGUARD INDEX FDS | 115,490 | 13,318,000 | 5.78% | SH | |
| 6 | VANGUARD INDEX FDS | 74,636 | 9,824,000 | 4.27% | SH | |
| 7 | ISHARES TR | 34,485 | 5,702,000 | 2.48% | SH | |
| 8 | VANGUARD INTL EQUITY INDEX F | 123,506 | 5,457,000 | 2.37% | SH | |
| 9 | ALTRIA GROUP INC | 76,020 | 5,140,000 | 2.23% | SH | |
| 10 | PHILIP MORRIS INTL INC | 34,519 | 3,158,000 | 1.37% | SH | |
| 11 | CARMAX | 46,148 | 2,971,000 | 1.29% | SH | |
| 12 | DOMINION ENERGY INC | 21,308 | 1,632,000 | 0.71% | SH | |
| 13 | EXXON MOBIL CORP | 12,245 | 1,105,000 | 0.48% | SH | |
| 14 | LOWES COS INC | 14,983 | 1,066,000 | 0.46% | SH | |
| 15 | POLARIS INDS INC | 11,769 | 970,000 | 0.42% | SH | |
| 16 | HCA HOLDINGS INC | 12,553 | 929,000 | 0.40% | SH | |
| 17 | GENERAL ELECTRIC CO | 24,879 | 786,000 | 0.34% | SH | |
| 18 | APPLE INC | 5,937 | 688,000 | 0.30% | SH | |
| 19 | CAPITAL ONE FINL CORP | 7,837 | 684,000 | 0.30% | SH | |
| 20 | MAXIMUS INC | 10,191 | 569,000 | 0.25% | SH | |
| 21 | AT&T INC | 13,167 | 560,000 | 0.24% | SH | |
| 22 | JOHNSON & JOHNSON | 4,195 | 483,000 | 0.21% | SH | |
| 23 | INTERNATIONAL BUSINESS MACHS | 2,822 | 468,000 | 0.20% | SH | |
| 24 | MICROSOFT CORP | 6,319 | 393,000 | 0.17% | SH | |
| 25 | BERKSHIRE HATHAWAY INC DEL | 2,411 | 393,000 | 0.17% | SH | |
| 26 | ISHARES | 9,345 | 379,000 | 0.16% | SH | |
| 27 | UDR INC | 10,219 | 373,000 | 0.16% | SH | |
| 28 | PROCTER AND GAMBLE CO | 4,341 | 365,000 | 0.16% | SH | |
| 29 | VERIZON COMMUNICATIONS INC | 6,773 | 362,000 | 0.16% | SH | |
| 30 | VANGUARD INDEX FDS | 2,805 | 362,000 | 0.16% | SH | |
| 31 | BB&T CORP | 7,133 | 335,000 | 0.15% | SH | |
| 32 | BRANDYWINE RLTY TR SH BEN INT NEW | 19,645 | 324,000 | 0.14% | SH | |
| 33 | COCA COLA CO | 7,642 | 317,000 | 0.14% | SH | |
| 34 | PFIZER INC | 9,633 | 313,000 | 0.14% | SH | |
| 35 | DUKE ENERGY CORP NEW | 3,758 | 292,000 | 0.13% | SH | |
| 36 | MONDELEZ INTL INC | 6,429 | 285,000 | 0.12% | SH | |
| 37 | LAKELAND BANCORP INC COM | 14,147 | 276,000 | 0.12% | SH | |
| 38 | GRAINGER W W INC | 1,166 | 271,000 | 0.12% | SH | |
| 39 | CHEVRON CORP NEW | 2,305 | 271,000 | 0.12% | SH | |
| 40 | BANK AMER CORP | 11,629 | 257,000 | 0.11% | SH | |
| 41 | ISHARES TR | 5,451 | 257,000 | 0.11% | SH | |
| 42 | CISCO SYS INC | 6,886 | 208,000 | 0.09% | ||
| 43 | SPDR S&P 500 ETF TR | 923 | 206,000 | 0.09% | SH | |
| 44 | INTEL CORP | 5,655 | 205,000 | 0.09% | SH | |
| 45 | KRAFT HEINZ CO | 2,303 | 201,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001481714-17-000001, filed 2017.01.26).
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
