| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD BD INDEX FDS | 716,542 | 58,097,000 | 23.83% | ||
| 2 | VANGUARD WORLD FD | 536,719 | 43,286,000 | 17.76% | ||
| 3 | VANGUARD INDEX FDS | 299,509 | 36,336,000 | 14.91% | ||
| 4 | VANGUARD INDEX FDS | 272,608 | 29,466,000 | 12.09% | ||
| 5 | ISHARES TR | 109,398 | 25,957,000 | 10.65% | ||
| 6 | VANGUARD INDEX FDS | 60,663 | 8,447,000 | 3.47% | ||
| 7 | VANGUARD INTL EQUITY INDEX F | 121,324 | 5,803,000 | 2.38% | ||
| 8 | ALTRIA GROUP INC | 77,580 | 5,541,000 | 2.27% | ||
| 9 | ISHARES TR | 28,732 | 4,920,000 | 2.02% | ||
| 10 | PHILIP MORRIS INTL INC | 34,454 | 3,890,000 | 1.60% | ||
| 11 | CARMAX INC | 45,903 | 2,718,000 | 1.12% | ||
| 12 | DOMINION ENERGY INC | 20,896 | 1,621,000 | 0.67% | ||
| 13 | LOWES COS INC | 14,146 | 1,163,000 | 0.48% | ||
| 14 | EXXON MOBIL CORP | 13,809 | 1,133,000 | 0.46% | ||
| 15 | POLARIS INDS INC | 11,774 | 987,000 | 0.40% | ||
| 16 | HCA HOLDINGS INC | 10,350 | 921,000 | 0.38% | ||
| 17 | APPLE INC | 5,416 | 778,000 | 0.32% | ||
| 18 | GENERAL ELECTRIC CO | 24,743 | 737,000 | 0.30% | ||
| 19 | AT&T INC | 16,531 | 687,000 | 0.28% | ||
| 20 | CAPITAL ONE FINL CORP | 7,842 | 680,000 | 0.28% | ||
| 21 | MAXIMUS INC | 10,018 | 623,000 | 0.26% | ||
| 22 | INTERNATIONAL BUSINESS MACHS | 2,823 | 492,000 | 0.20% | ||
| 23 | JOHNSON & JOHNSON | 3,807 | 474,000 | 0.19% | ||
| 24 | UDR INC | 12,793 | 464,000 | 0.19% | ||
| 25 | DUKE ENERGY CORP NEW | 5,448 | 447,000 | 0.18% | ||
| 26 | MICROSOFT CORP | 6,314 | 416,000 | 0.17% | ||
| 27 | CHEVRON CORP NEW | 3,827 | 411,000 | 0.17% | ||
| 28 | ISHARES TR | 9,475 | 402,000 | 0.16% | ||
| 29 | BERKSHIRE HATHAWAY INC DEL | 2,411 | 402,000 | 0.16% | ||
| 30 | PROCTER AND GAMBLE CO | 4,284 | 385,000 | 0.16% | ||
| 31 | VANGUARD INDEX FDS | 2,742 | 365,000 | 0.15% | ||
| 32 | BB&T CORP | 7,942 | 355,000 | 0.15% | ||
| 33 | VERIZON COMMUNICATIONS INC | 7,271 | 354,000 | 0.15% | ||
| 34 | ISHARES TR | 2,869 | 330,000 | 0.14% | ||
| 35 | PFIZER INC | 9,634 | 330,000 | 0.14% | ||
| 36 | COCA COLA CO | 7,642 | 324,000 | 0.13% | ||
| 37 | BRANDYWINE RLTY TR | 19,645 | 319,000 | 0.13% | ||
| 38 | ALBEMARLE CORP | 2,725 | 288,000 | 0.12% | ||
| 39 | ISHARES TR | 5,641 | 282,000 | 0.12% | ||
| 40 | SPDR S&P 500 ETF TR | 1,185 | 279,000 | 0.11% | ||
| 41 | GRAINGER W W INC | 1,172 | 273,000 | 0.11% | ||
| 42 | MONDELEZ INTL INC | 6,219 | 268,000 | 0.11% | ||
| 43 | BANK AMER CORP | 11,052 | 261,000 | 0.11% | ||
| 44 | 3M CO | 1,313 | 251,000 | 0.10% | ||
| 45 | ISHARES TR | 6,893 | 251,000 | 0.10% | ||
| 46 | CINTAS CORP | 1,980 | 251,000 | 0.10% | ||
| 47 | LAKELAND BANCORP INC COM | 11,674 | 229,000 | 0.09% | ||
| 48 | CISCO SYS INC | 6,516 | 220,000 | 0.09% | ||
| 49 | SPDR SER TR | 2,466 | 217,000 | 0.09% | ||
| 50 | COSTCO WHSL CORP NEW | 1,285 | 215,000 | 0.09% |
Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001481714-17-000002, filed 2017.04.12).
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.
