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
Abbott Laboratories
Stock
$5,001 to $50,000
Accenture
(Class A New )
Stock
$5,001 to $50,000
Adobe Systems Inc
Stock
$5,001 to $50,000
Air Products & Chemicals Inc
(APD)
Stock
$5,001 to $50,000
Alibaba
Stock
$5,001 to $50,000
Amazon
Stock
$5,001 to $50,000
Anheuser-Busch
Stock
$5,001 to $50,000
AON
(Class A )
Stock
$5,001 to $50,000
Apple Inc
(AAPL)
Stock
$5,001 to $50,000
Ball Corp
Stock
$5,001 to $50,000
Bank of America
Stock
$5,001 to $50,000
Berkshire Hathaway
(CL B New )
Stock
$5,001 to $50,000
Broadcom Corp
(BRCM)
Stock
$5,001 to $50,000
Brookfield
(Voting Shares CL A )
Stock
$5,001 to $50,000
Capital One
Stock
$5,001 to $50,000
Carmax Auto Superstores Inc
Stock
$5,001 to $50,000
Charles Schwab
Stock
$5,001 to $50,000
Constellation Brands
(Cl A )
Stock
$5,001 to $50,000
Danaher Corp
(DHR)
Stock
$5,001 to $50,000
Fleet Corp Technologies
Stock
$5,001 to $50,000
Google/Alphabet
(GOOG)
(Class C )
Stock
$5,001 to $50,000
Google/Alphabet
(GOOG)
(Class A )
Stock
$5,001 to $50,000
Home Depot
Stock
$5,001 to $50,000
Honeywell Inc
Stock
$5,001 to $50,000
Huntington BancShares
Stock
$5,001 to $50,000
Illumina Inc
Stock
$5,001 to $50,000
Johnson & Johnson
Stock
$5,001 to $50,000
JP Morgan Chase
(JPM)
Stock
$50,001 - $250,000
Liberty Broadband
Stock
$5,001 to $50,000
Markel Corp
Stock
$5,001 to $50,000
Martin Marietta
Stock
$5,001 to $50,000
Mastercard
(Cl A )
Stock
$5,001 to $50,000
Medtronic
(MDT)
Stock
$5,001 to $50,000
Mercadolibre
Stock
$5,001 to $50,000
Microsoft Corp
Stock
$5,001 to $50,000
Moody's Corp
Stock
$5,001 to $50,000
Nestle USA Inc
Stock
$5,001 to $50,000
Nike Inc
Stock
$5,001 to $50,000
Sherwin Williams
Stock
$5,001 to $50,000
Sony
Stock
$5,001 to $50,000
TJX Cos
Stock
$5,001 to $50,000
T-Mobile
Stock
$5,001 to $50,000
Union Pacific Corp
Stock
$5,001 to $50,000
Verizon
(VZ)
Stock
$5,001 to $50,000
VISA USA Inc
Stock
More than $250,000
Walgreens Co
Stock
$50,001 - $250,000
Walt Disney Co
Stock
$5,001 to $50,000
Woodlands Co
Stock
$50,001 - $250,000
America Mutual CLC
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
Blackrock Liquidity Fund
Mutual Fund
$5,001 to $50,000
Capital Income Builder
Mutual Fund
$5,001 to $50,000
Comm Services Select
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
$50,001 - $250,000
Davenport Equity Opptys
Mutual Fund
$50,001 - $250,000
Eagle Small Cap Growth
Mutual Fund
$50,001 - $250,000
Fidelity Advisor New Insights
Mutual Fund
$50,001 - $250,000
First Trust Cloud
Mutual Fund
$5,001 to $50,000
First Trust Dow Jones
Mutual Fund
$5,001 to $50,000
Fuller & Thaler Beh Small Cap Equ
Mutual Fund
$50,001 - $250,000
Growth Fund of America
Mutual Fund
$5,001 to $50,000
Healthcare Select SPDR
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
$50,001 - $250,000
Janus Henderson Mid Cap Value Cl C
Mutual Fund
$5,001 to $50,000
Lord Abbett Short Duration Income CL F
Mutual Fund
$50,001 - $250,000
MFS International
Mutual Fund
$5,001 to $50,000
MFS Intl New Discovery I
Mutual Fund
$5,001 to $50,000
SPDR US financial Sector
Mutual Fund
$5,001 to $50,000
TIAA CREF Lifecycle Idx 2035-Retirement
Mutual Fund
$5,001 to $50,000
TIAA Real Estate
Mutual Fund
$5,001 to $50,000
TIAA Traditional
Mutual Fund
$5,001 to $50,000
Touchstone Sands Cap Emerging Markets Growth CL Y
Mutual Fund
$50,001 - $250,000
Vang Balanced Inx Ins
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 Mid Cap Index Admiral CL
Mutual Fund
$5,001 to $50,000
Vanguard Short Term
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
$50,001 - $250,000
Vanguard Small Cap
Mutual Fund
$5,001 to $50,000