The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ABBVIE INC | COM | 00287Y109 | 288 | 3,253 | SH | SOLE | 3,253 | 0 | 0 | ||
ALTRIA GROUP INC | COM | 02209S103 | 4,236 | 84,876 | SH | SOLE | 82,582 | 0 | 2,294 | ||
AMERICAN ELEC PWR INC | COM | 025537101 | 384 | 4,067 | SH | SOLE | 4,067 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 838 | 2,775 | SH | SOLE | 2,775 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,735 | 5,909 | SH | SOLE | 5,909 | 0 | 0 | ||
AT&T INC | COM | 00206R102 | 514 | 13,148 | SH | SOLE | 13,148 | 0 | 0 | ||
BALL CORP | COM | 058498106 | 208 | 3,221 | SH | SOLE | 3,221 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 331 | 9,406 | SH | SOLE | 9,406 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 534 | 2,359 | SH | SOLE | 2,359 | 0 | 0 | ||
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 888 | 56,350 | SH | SOLE | 56,350 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 282 | 2,739 | SH | SOLE | 2,739 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 3,740 | 42,657 | SH | SOLE | 42,657 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 240 | 1,994 | SH | SOLE | 1,994 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 420 | 7,585 | SH | SOLE | 7,585 | 0 | 0 | ||
COMCAST CORP NEW | CL A | 20030N101 | 258 | 5,748 | SH | SOLE | 5,748 | 0 | 0 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 252 | 857 | SH | SOLE | 857 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 349 | 4,825 | SH | SOLE | 4,825 | 0 | 0 | ||
DOMINION RES INC VA NEW | COM | 25746U109 | 1,882 | 22,724 | SH | SOLE | 22,724 | 0 | 0 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 363 | 3,980 | SH | SOLE | 3,980 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 775 | 11,100 | SH | SOLE | 11,100 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 206 | 1,002 | SH | SOLE | 751 | 0 | 251 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 137 | 12,249 | SH | SOLE | 11,483 | 0 | 766 | ||
GRAINGER W W INC | COM | 384802104 | 404 | 1,192 | SH | SOLE | 1,192 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 1,220 | 8,253 | SH | SOLE | 8,253 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 852 | 3,900 | SH | SOLE | 3,900 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 285 | 1,608 | SH | SOLE | 1,608 | 0 | 0 | ||
INTEL CORP | COM | 458140100 | 321 | 5,362 | SH | SOLE | 5,362 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 243 | 1,813 | SH | SOLE | 1,813 | 0 | 0 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 4,779 | 23,218 | SH | SOLE | 23,006 | 0 | 212 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 24,261 | 75,055 | SH | SOLE | 74,334 | 0 | 721 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 403 | 2,955 | SH | SOLE | 2,955 | 0 | 0 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 1,418 | 13,419 | SH | SOLE | 13,419 | 0 | 0 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 1,112 | 27,715 | SH | SOLE | 27,348 | 0 | 367 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 411 | 11,336 | SH | SOLE | 10,902 | 0 | 434 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 1,634 | 34,152 | SH | SOLE | 33,391 | 0 | 761 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 1,262 | 21,758 | SH | SOLE | 21,474 | 0 | 284 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 2,895 | 46,776 | SH | SOLE | 46,776 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 639 | 4,382 | SH | SOLE | 4,382 | 0 | 0 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 250 | 1,792 | SH | SOLE | 0 | 0 | 1,792 | ||
LAKELAND BANCORP INC | COM | 511637100 | 178 | 10,256 | SH | SOLE | 10,256 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 1,161 | 9,696 | SH | SOLE | 9,696 | 0 | 0 | ||
MAXIMUS INC | COM | 577933104 | 485 | 6,526 | SH | SOLE | 6,526 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 440 | 2,225 | SH | SOLE | 2,225 | 0 | 0 | ||
MERCK & CO INC | COM | 58933Y105 | 277 | 3,047 | SH | SOLE | 3,047 | 0 | 0 | ||
MICROSOFT CORP | CL A | 594918104 | 1,618 | 10,262 | SH | SOLE | 10,262 | 0 | 0 | ||
MONDELEZ INTL INC | COM | 609207105 | 505 | 9,160 | SH | SOLE | 9,160 | 0 | 0 | ||
NASDAQ INC | COM | 631103108 | 684 | 6,388 | SH | SOLE | 6,388 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 521 | 2,683 | SH | SOLE | 2,683 | 0 | 0 | ||
PEPSICO INC | COM | 713448108 | 270 | 1,978 | SH | SOLE | 1,978 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 578 | 14,742 | SH | SOLE | 14,742 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,985 | 35,076 | SH | SOLE | 35,076 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 709 | 6,975 | SH | SOLE | 6,975 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 398 | 3,189 | SH | SOLE | 3,189 | 0 | 0 | ||
SOUTHERN CO | COM | 842587107 | 372 | 5,839 | SH | SOLE | 5,839 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 701 | 2,179 | SH | SOLE | 2,179 | 0 | 0 | ||
TRUIST FINL CORP | COM | 89832Q109 | 473 | 8,400 | SH | SOLE | 8,400 | 0 | 0 | ||
UDR INC | COM | 902653104 | 427 | 9,145 | SH | SOLE | 9,145 | 0 | 0 | ||
UNION PACIFIC CORP | COM | 907818108 | 220 | 1,218 | SH | SOLE | 1,218 | 0 | 0 | ||
VALERO ENERGY CORP NEW | COM | 91913Y100 | 204 | 2,178 | SH | SOLE | 2,178 | 0 | 0 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 76,205 | 945,358 | SH | SOLE | 935,868 | 0 | 9,490 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 2,251 | 26,848 | SH | SOLE | 26,848 | 0 | 0 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 653 | 11,534 | SH | SOLE | 11,534 | 0 | 0 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 94,462 | 577,326 | SH | SOLE | 570,930 | 0 | 6,396 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 7,677 | 43,087 | SH | SOLE | 42,886 | 0 | 201 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,954 | 14,257 | SH | SOLE | 14,257 | 0 | 0 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 216 | 2,324 | SH | SOLE | 2,324 | 0 | 0 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 937 | 5,656 | SH | SOLE | 5,656 | 0 | 0 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 222 | 1,217 | SH | SOLE | 1,217 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 31,524 | 213,233 | SH | SOLE | 212,203 | 0 | 1,030 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 5,817 | 108,219 | SH | SOLE | 105,866 | 0 | 2,353 | ||
VANGUARD STAR FD | VG TL INTL STK F | 921909768 | 221 | 3,968 | SH | SOLE | 3,968 | 0 | 0 | ||
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 33,693 | 301,582 | SH | SOLE | 300,172 | 0 | 1,410 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 390 | 6,351 | SH | SOLE | 6,351 | 0 | 0 | ||
WALMART INC | COM | 931142103 | 283 | 2,381 | SH | SOLE | 2,381 | 0 | 0 |