CIK: 0001481714
Total reported value
$1.1B
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGC | Vanguard Mega Cap ETF | ETF-Other | 26.69% | -0.07% | — | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 25.88% | +0.09% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.73% | -0.03% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.04% | -0.02% | — | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 5.20% | — | — | |
| 6 | ELD | Wisdomtree Emrg Mkts Debt | ETF-Other | 2.75% | — | — | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.70% | +0.02% | — | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.56% | — | — | |
| 9 | RDOG | Alps Reit Dividend Dogs ETF | ETF-Other | 2.10% | — | — | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 1.70% | -0.05% | — | |
| 11 | RWO | State Street Spdr Dow Jones | ETF-Other | 1.64% | — | — | |
| 12 | KMX | Carmax INC | Stock-Consumer Disc | 1.59% | -0.02% | EXIT | |
| 13 | MO | Altria Group INC | Stock-Consumer Staples | 1.07% | — | — | |
| 14 | MMS | Maximus INC | Stock-Industrials | 0.96% | -0.02% | EXIT | |
| 15 | XOM | Exxon Mobil CORP | Stock-Energy | 0.72% | +0.01% | — | |
| 16 | PII | Polaris INC | Stock-Consumer Disc | 0.66% | — | — | |
| 17 | D | Dominion Energy INC | Stock-Utilities | 0.54% | — | — | |
| 18 | AEP | American Electric Power Company, Inc. | Stock-Utilities | 0.37% | — | — | |
| 19 | LNC | Lincoln National CORP | Stock-Financials | 0.31% | — | — | |
| 20 | COF | Capital One Financial CORP | Stock-Financials | 0.31% | — | — | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.24% | — | — | |
| 22 | T | At&t INC | Stock-Comm Services | 0.24% | — | — | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.23% | — | — | |
| 24 | PFE | Pfizer INC | Stock-Healthcare | 0.20% | — | — | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | — | |
| 26 | BBTUSD | Bb&t CORP | Stock-Other | 0.18% | — | — | |
| 27 | VZ | Verizon Communications INC | Stock-Comm Services | 0.17% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | — | |
| 29 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | -0.09% | — | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.15% | — | — | |
| 31 | AAPL | Apple INC | Stock-Tech | 0.15% | — | — | |
| 32 | CSCO | Cisco Systems INC | Stock-Tech | 0.14% | — | — | |
| 33 | GPC | Genuine Parts Co | Stock-Consumer Disc | 0.13% | — | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.13% | — | — | |
| 35 | VV | Vanguard Large-cap ETF | ETF-Other | 0.13% | -0.03% | — | |
| 36 | WFC | Wells Fargo & Co | Stock-Financials | 0.13% | — | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.13% | — | — | |
| 38 | INTC | Intel CORP | Stock-Tech | 0.12% | — | — | |
| 39 | DUK | Duke Energy CORP | Stock-Utilities | 0.12% | — | — | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | -0.03% | — | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.10% | — | — | |
| 42 | BAC | Bank Of America CORP | Stock-Financials | 0.09% | — | — | |
| 43 | LBAIUSD | Lakeland Bancorp INC | Stock-Other | 0.07% | — | — | |
| 44 | LRADUSD | Lrad CORP | Stock-Other | 0.02% | — | — |