Jan 01, 2022 - Dec 31, 2022
Jan 01, 2021 - Dec 31, 2021
Jan 01, 2020 - Dec 31, 2020
Jan 01, 2019 - Dec 31, 2019
Jan 01, 2018 - Dec 31, 2018
Jan 01, 2017 - Dec 31, 2017
May 01, 2016 - Dec 31, 2016
Nov 01, 2015 - Apr 30, 2016
May 01, 2015 - Oct 31, 2015
Dec 16, 2013 - Oct 31, 2014
Dec 16, 2012 - Dec 15, 2013
Investment
Type
Value
Adobe Systems Inc
Stock
$5,001 to $50,000
American Tower Corp
Stock
$5,001 to $50,000
Anheuser-Busch
Stock
$5,001 to $50,000
Bank of America
Stock
$5,001 to $50,000
Berkshire Hathaway
Stock
$5,001 to $50,000
Brookfield
Stock
$5,001 to $50,000
Capital One
Stock
$5,001 to $50,000
Danaher Corp
(DHR)
Stock
$5,001 to $50,000
FMI
Stock
$5,001 to $50,000
Huntington BancShares
Stock
$5,001 to $50,000
Johnson & Johnson
Stock
$5,001 to $50,000
JP Morgan Chase
(JPM)
Stock
$50,001 - $250,000
Markel Corp
Stock
$5,001 to $50,000
Merck & Co
(MRK)
Stock
$5,001 to $50,000
Verizon
(VZ)
Stock
$5,001 to $50,000
VISA USA Inc
Stock
$5,001 to $50,000
VISA USA Inc
Stock
More than $250,000
Walgreens Co
Stock
$50,001 - $250,000
Woodlands Co
Stock
$5,001 to $50,000
Accenture PLC Ireland Class A New
Mutual Fund
$5,001 to $50,000
America Mutual CLC
Mutual Fund
$5,001 to $50,000
AMERICAN BEACON INTL EQUITY CL C
Mutual Fund
$5,001 to $50,000
American Funds
Mutual Fund
$5,001 to $50,000
American Mutual C
Mutual Fund
$5,001 to $50,000
Capital Income Builder
Mutual Fund
$5,001 to $50,000
Consumer Discretionary SPDR
Mutual Fund
$5,001 to $50,000
CREF Global Equities R3
Mutual Fund
$5,001 to $50,000
CREF Stock R3
Mutual Fund
$5,001 to $50,000
Davenport Equity Opptys
Mutual Fund
$50,001 - $250,000
Dodge & Cox
Mutual Fund
$5,001 to $50,000
Eagle Small Cap Growth
Mutual Fund
$50,001 - $250,000
Fidelity Advisor New Insights
Mutual Fund
$50,001 - $250,000
First Trust Dow Jones
Mutual Fund
$5,001 to $50,000
Franklin Income A
Mutual Fund
$5,001 to $50,000
Growth Fund of America
Mutual Fund
$5,001 to $50,000
Health Care Select SPDR
Mutual Fund
$5,001 to $50,000
iShares
Mutual Fund
$5,001 to $50,000
ISHARES 3-7 YEAR
Mutual Fund
$5,001 to $50,000
ISHARES IBOXX $
Mutual Fund
$5,001 to $50,000
ISHARES INC Core MSCI
Mutual Fund
$5,001 to $50,000
ISHARES MBS ETF
Mutual Fund
$5,001 to $50,000
ISHARES NASDAQ Biotech
Mutual Fund
$5,001 to $50,000
ISHARES TR CORE MSCI EAF
Mutual Fund
$5,001 to $50,000
JANUS HENDERSON MID CAP VALUE CL C
Mutual Fund
$5,001 to $50,000
John Hancock Small Cap Value CL I
Mutual Fund
$5,001 to $50,000
MFS International
Mutual Fund
$5,001 to $50,000
MFS Intl New Discovery I
Mutual Fund
$5,001 to $50,000
Mutual Global Discovery
Mutual Fund
$50,001 - $250,000
NUVEEN SMALL CAP VALUE CL C
Mutual Fund
$5,001 to $50,000
Oppenheimer Funds
Mutual Fund
$50,001 - $250,000
Real Estate Select
Mutual Fund
$5,001 to $50,000
Ridgeworth Small Cap Value
Mutual Fund
$5,001 to $50,000
SPDR US financial Sector
Mutual Fund
$5,001 to $50,000
TIAA Mutual
Mutual Fund
$5,001 to $50,000
TIAA Real Estate
Mutual Fund
$5,001 to $50,000
Touchstone Sands Cap Emerging Markets Growth CL Y
Mutual Fund
$5,001 to $50,000
Vanguard Balanced INS IDX
Mutual Fund
$5,001 to $50,000
Vanguard Consumer
Mutual Fund
$5,001 to $50,000
Vanguard Emerging Markets Stock Index Admiral CL
Mutual Fund
$5,001 to $50,000
Vanguard Industrial ETF
Mutual Fund
$5,001 to $50,000
Vanguard Information
Mutual Fund
$5,001 to $50,000
Vanguard Intermediate
Mutual Fund
$5,001 to $50,000
Vanguard Intermediate Term Invest Grade Admiral C
Mutual Fund
$5,001 to $50,000
Vanguard Materials ETF
Mutual Fund
$5,001 to $50,000
Vanguard Mid Cap Index Admiral CL
Mutual Fund
$5,001 to $50,000
Vanguard Short Term Bond
Mutual Fund
$5,001 to $50,000
Vanguard Short Term Investment Grade Admiral CL
Mutual Fund
$5,001 to $50,000
WASHINGTON MUTUAL INVESTORS CL C
Mutual Fund
$5,001 to $50,000