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
Adobe Systems Inc
Stock
$5,001 to $50,000
Air Products & Chemicals Inc
(APD)
Stock
$5,001 to $50,000
Amazon
Stock
$5,001 to $50,000
American Tower Corp
Stock
$5,001 to $50,000
Anheuser-Busch
Stock
$5,001 to $50,000
AON
Stock
$5,001 to $50,000
Apple Inc
(AAPL)
Stock
$5,001 to $50,000
Bank of America
Stock
$5,001 to $50,000
Berkshire Hathaway
Stock
$5,001 to $50,000
Booking Holdings Inc
Stock
$5,001 to $50,000
Broadcom Corp
(BRCM)
Stock
$5,001 to $50,000
Capital One
Stock
$5,001 to $50,000
Carmax Auto Superstores Inc
Stock
$5,001 to $50,000
Constellation Brands
Stock
$5,001 to $50,000
Costco Wholesale Club
(COST)
Stock
$5,001 to $50,000
Danaher Corp
(DHR)
Stock
$5,001 to $50,000
Electronic Arts
(ERTS)
Stock
$5,001 to $50,000
Google/Alphabet
(GOOG)
Stock
$5,001 to $50,000
Harding Loevner
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
Intuit
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
Martin Marietta
Stock
$5,001 to $50,000
Mastercard
Stock
$5,001 to $50,000
Microsoft Corp
Stock
$5,001 to $50,000
Moody's Corp
Stock
$5,001 to $50,000
Novo Nordisk
Stock
$5,001 to $50,000
Pioneer Natural Resources USA Inc
Stock
$5,001 to $50,000
Sherwin Williams
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
UnitedHealth Group
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
Accenture PLC Ireland Class A New
Mutual Fund
$5,001 to $50,000
American Mutual A
Mutual Fund
$5,001 to $50,000
American Mutual Fund 529-A
Mutual Fund
$5,001 to $50,000
Capital Income Builder
Mutual Fund
$5,001 to $50,000
Capital World Bond Fund
Mutual Fund
$5,001 to $50,000
Capital World Growth & Income -529A
Mutual Fund
$5,001 to $50,000
Carillon Eagle Small Cap Growth CL A
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
Fidelity Advisor New Insights
Mutual Fund
$50,001 - $250,000
Fidelity MSCI Utilities
Mutual Fund
$5,001 to $50,000
Franklin Income A
Mutual Fund
$50,001 - $250,000
Fuller & Thaler Beh Small Cap Equ
Mutual Fund
$50,001 - $250,000
Growth Fund of America 529A
Mutual Fund
$5,001 to $50,000
Healthcare Select SPDR
Mutual Fund
$5,001 to $50,000
Invesco Discovery A
Mutual Fund
$50,001 - $250,000
IShares 20+ year
Mutual Fund
$5,001 to $50,000
IShares Edge MSCI
Mutual Fund
$5,001 to $50,000
IShares Edge MSCI Min
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 Russel Midcap V ETF
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
Lord Abbett Short Duration Income CL F
Mutual Fund
$50,001 - $250,000
MFS International Diversification CL A
Mutual Fund
$5,001 to $50,000
MFS Intl Diversification Fund Class I
Mutual Fund
$50,001 - $250,000
Schwab Short Term US
Mutual Fund
$5,001 to $50,000
Schwab Small Cap
Mutual Fund
$5,001 to $50,000
Sector SPDR Energy
Mutual Fund
$5,001 to $50,000
SPDR US financial Sector
Mutual Fund
$5,001 to $50,000
T- C Lfcycle Idx 2035-Rtmt
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
Vanguard Balance Index Ins
Mutual Fund
$5,001 to $50,000
Vanguard Consumer
Mutual Fund
$5,001 to $50,000
Vanguard Emerging Markets Stock Index
Mutual Fund
$5,001 to $50,000
Vanguard Industrial
Mutual Fund
$5,001 to $50,000
Vanguard Information
Mutual Fund
$5,001 to $50,000
Vanguard Intermediate Term Bond Index
Mutual Fund
$50,001 - $250,000
Vanguard Mid Cap Index Fund
Mutual Fund
$50,001 - $250,000
Vanguard Short Term
Mutual Fund
$5,001 to $50,000
Vanguard Short Term Investment Grade
Mutual Fund
$50,001 - $250,000
Vanguard Small Cap
Mutual Fund
$5,001 to $50,000