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 |
3M CO | COM | 88579Y101 | 234 | 1,199 | SH | SOLE | 0 | 0 | 1,199 | ||
ABBVIE INC | COM | 00287Y109 | 378 | 3,591 | SH | SOLE | 0 | 0 | 3,591 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 222 | 99 | SH | SOLE | 0 | 0 | 99 | ||
ALTRIA GROUP INC | COM | 02209S103 | 3,079 | 60,217 | SH | SOLE | 2,230 | 0 | 57,987 | ||
AMERICAN ELEC PWR CO INC | COM | 025537101 | 365 | 4,213 | SH | SOLE | 0 | 0 | 4,213 | ||
ANTHEM INC | COM | 036752103 | 835 | 2,370 | SH | SOLE | 0 | 0 | 2,370 | ||
APPLE INC | COM | 037833100 | 3,268 | 25,549 | SH | SOLE | 0 | 0 | 25,549 | ||
AT&T INC | COM | 00206R102 | 381 | 12,308 | SH | SOLE | 0 | 0 | 12,308 | ||
BALL CORP | COM | 058498106 | 517 | 5,971 | SH | SOLE | 0 | 0 | 5,971 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 614 | 2,329 | SH | SOLE | 0 | 0 | 2,329 | ||
BK OF AMERICA CORP | COM | 060505104 | 367 | 9,174 | SH | SOLE | 0 | 0 | 9,174 | ||
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 1,153 | 89,161 | SH | SOLE | 0 | 0 | 89,161 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 373 | 2,804 | SH | SOLE | 0 | 0 | 2,804 | ||
CARLOTZ INC | COM CL A | 142552108 | 475 | 60,395 | SH | SOLE | 0 | 0 | 60,395 | ||
CARMAX INC | COM | 143130102 | 2,246 | 17,815 | SH | SOLE | 0 | 0 | 17,815 | ||
COCA COLA CO | COM | 191216100 | 386 | 7,243 | SH | SOLE | 0 | 0 | 7,243 | ||
COMCAST CORP NEW | CL A | 20030N101 | 339 | 6,213 | SH | SOLE | 0 | 0 | 6,213 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 229 | 637 | SH | SOLE | 0 | 0 | 637 | ||
CSX CORP | COM | 126408103 | 1,172 | 12,086 | SH | SOLE | 0 | 0 | 12,086 | ||
DEERE & CO | COM | 244199105 | 249 | 665 | SH | SOLE | 0 | 0 | 665 | ||
DISNEY WALT CO | COM | 254687106 | 209 | 1,113 | SH | SOLE | 0 | 0 | 1,113 | ||
DOMINION ENERGY INC | COM | 25746U109 | 1,725 | 22,637 | SH | SOLE | 0 | 0 | 22,637 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 306 | 3,130 | SH | SOLE | 0 | 0 | 3,130 | ||
EXXON MOBIL CORP | COM | 30231G102 | 465 | 8,215 | SH | SOLE | 0 | 0 | 8,215 | ||
FACEBOOK INC | CL A | 30303M102 | 212 | 678 | SH | SOLE | 13 | 0 | 665 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 211 | 15,783 | SH | SOLE | 1,214 | 0 | 14,569 | ||
GRAINGER W W INC | COM | 384802104 | 234 | 587 | SH | SOLE | 0 | 0 | 587 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 1,344 | 7,194 | SH | SOLE | 0 | 0 | 7,194 | ||
HOME DEPOT INC | COM | 437076102 | 1,264 | 4,044 | SH | SOLE | 0 | 0 | 4,044 | ||
HONEYWELL INTL INC | COM | 438516106 | 359 | 1,643 | SH | SOLE | 0 | 0 | 1,643 | ||
INTEL CORP | COM | 458140100 | 352 | 5,312 | SH | SOLE | 0 | 0 | 5,312 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 255 | 1,892 | SH | SOLE | 0 | 0 | 1,892 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 25,886 | 223,659 | SH | SOLE | 1,425 | 0 | 222,234 | ||
ISHARES TR | RUS 2000 VAL ETF | 464287630 | 737 | 4,614 | SH | SOLE | 0 | 0 | 4,614 | ||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 57,590 | 806,589 | SH | SOLE | 6,357 | 0 | 800,232 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 415 | 10,650 | SH | SOLE | 0 | 0 | 10,650 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 1,852 | 34,153 | SH | SOLE | 0 | 0 | 34,153 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 1,771 | 11,500 | SH | SOLE | 0 | 0 | 11,500 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 1,329 | 19,563 | SH | SOLE | 0 | 0 | 19,563 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 5,437 | 20,608 | SH | SOLE | 208 | 0 | 20,400 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 812 | 3,224 | SH | SOLE | 0 | 0 | 3,224 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 28,704 | 70,335 | SH | SOLE | 717 | 0 | 69,618 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 1,230 | 27,996 | SH | SOLE | 406 | 0 | 27,590 | ||
ISHARES TR | SHORT TREAS BD | 464288679 | 210 | 1,898 | SH | SOLE | 0 | 0 | 1,898 | ||
JOHNSON & JOHNSON | COM | 478160104 | 754 | 4,611 | SH | SOLE | 0 | 0 | 4,611 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 415 | 2,676 | SH | SOLE | 0 | 0 | 2,676 | ||
LAKELAND BANCORP INC | COM | 511637100 | 185 | 10,773 | SH | SOLE | 0 | 0 | 10,773 | ||
LOWES COS INC | COM | 548661107 | 1,293 | 6,674 | SH | SOLE | 0 | 0 | 6,674 | ||
MAXIMUS INC | COM | 577933104 | 642 | 7,041 | SH | SOLE | 0 | 0 | 7,041 | ||
MCDONALDS CORP | COM | 580135101 | 506 | 2,175 | SH | SOLE | 0 | 0 | 2,175 | ||
MERCK & CO. INC | COM | 58933Y105 | 413 | 5,431 | SH | SOLE | 0 | 0 | 5,431 | ||
MICROSOFT CORP | COM | 594918104 | 2,502 | 10,013 | SH | SOLE | 0 | 0 | 10,013 | ||
MONDELEZ INTL INC | CL A | 609207105 | 542 | 9,149 | SH | SOLE | 0 | 0 | 9,149 | ||
NASDAQ INC | COM | 631103108 | 466 | 3,088 | SH | SOLE | 0 | 0 | 3,088 | ||
NIKE INC | CL B | 654106103 | 279 | 2,042 | SH | SOLE | 0 | 0 | 2,042 | ||
NORFOLK SOUTHN CORP | COM | 655844108 | 996 | 3,669 | SH | SOLE | 0 | 0 | 3,669 | ||
PEPSICO INC | COM | 713448108 | 432 | 3,014 | SH | SOLE | 0 | 0 | 3,014 | ||
PFIZER INC | COM | 717081103 | 559 | 15,565 | SH | SOLE | 0 | 0 | 15,565 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,870 | 32,512 | SH | SOLE | 0 | 0 | 32,512 | ||
POLARIS INC | COM | 731068102 | 468 | 3,400 | SH | SOLE | 0 | 0 | 3,400 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 436 | 3,185 | SH | SOLE | 0 | 0 | 3,185 | ||
SOUTHERN CO | COM | 842587107 | 367 | 5,850 | SH | SOLE | 0 | 0 | 5,850 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 910 | 2,238 | SH | SOLE | 0 | 0 | 2,238 | ||
TJX COS INC NEW | COM | 872540109 | 225 | 3,315 | SH | SOLE | 0 | 0 | 3,315 | ||
TRUIST FINL CORP | COM | 89832Q109 | 545 | 9,164 | SH | SOLE | 0 | 0 | 9,164 | ||
UDR INC | COM | 902653104 | 226 | 5,076 | SH | SOLE | 0 | 0 | 5,076 | ||
UNION PAC CORP | COM | 907818108 | 253 | 1,145 | SH | SOLE | 0 | 0 | 1,145 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 69,301 | 842,981 | SH | SOLE | 5,049 | 0 | 837,932 | ||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 5,817 | 68,543 | SH | SOLE | 219 | 0 | 68,324 | ||
VANGUARD CHARLOTTE FDS | INTL BD IDX ETF | 92203J407 | 4,690 | 81,986 | SH | SOLE | 3,708 | 0 | 78,278 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 38,458 | 202,175 | SH | SOLE | 1,162 | 0 | 201,013 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 370 | 1,387 | SH | SOLE | 0 | 0 | 1,387 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 478 | 1,724 | SH | SOLE | 0 | 0 | 1,724 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 602 | 6,386 | SH | SOLE | 0 | 0 | 6,386 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 9,123 | 40,414 | SH | SOLE | 207 | 0 | 40,207 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 1,501 | 6,945 | SH | SOLE | 0 | 0 | 6,945 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 131,754 | 622,596 | SH | SOLE | 3,881 | 0 | 618,715 | ||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 1,663 | 4,450 | SH | SOLE | 0 | 0 | 4,450 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 48,866 | 292,281 | SH | SOLE | 2,265 | 0 | 290,016 | ||
VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 922042676 | 260 | 4,601 | SH | SOLE | 0 | 0 | 4,601 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 98,867 | 1,604,977 | SH | SOLE | 9,213 | 0 | 1,595,764 | ||
VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | 12,713 | 246,326 | SH | SOLE | 1,083 | 0 | 245,243 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 604 | 4,035 | SH | SOLE | 0 | 0 | 4,035 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 312 | 4,890 | SH | SOLE | 0 | 0 | 4,890 | ||
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 38,860 | 269,525 | SH | SOLE | 1,348 | 0 | 268,177 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 449 | 7,615 | SH | SOLE | 0 | 0 | 7,615 | ||
WALMART INC | COM | 931142103 | 348 | 2,492 | SH | SOLE | 0 | 0 | 2,492 |