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 |
ABBOTT LABS | COM | 002824100 | 214 | 2,550 | SH | SOLE | 2,550 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 203 | 2,786 | SH | SOLE | 2,786 | 0 | 0 | ||
ALTRIA GROUP INC | COM | 02209S103 | 3,858 | 81,485 | SH | SOLE | 77,196 | 0 | 4,289 | ||
AMERICAN ELEC PWR INC | COM | 025537101 | 356 | 4,049 | SH | SOLE | 4,049 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 827 | 2,929 | SH | SOLE | 2,929 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,122 | 5,670 | SH | SOLE | 4,897 | 0 | 773 | ||
AT&T INC | COM | 00206R102 | 481 | 14,358 | SH | SOLE | 13,674 | 0 | 684 | ||
BALL CORP | COM | 058498106 | 224 | 3,200 | SH | SOLE | 3,200 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 282 | 9,718 | SH | SOLE | 9,718 | 0 | 0 | ||
BB&T CORP | COM | 054937107 | 315 | 6,415 | SH | SOLE | 6,415 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 389 | 1,826 | SH | SOLE | 1,826 | 0 | 0 | ||
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 1,165 | 81,350 | SH | SOLE | 81,350 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 391 | 4,307 | SH | SOLE | 4,307 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 3,650 | 42,033 | SH | SOLE | 42,033 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 314 | 2,527 | SH | SOLE | 2,527 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 310 | 6,083 | SH | SOLE | 6,083 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 294 | 3,800 | SH | SOLE | 3,800 | 0 | 0 | ||
DOMINION RES INC VA NEW | COM | 25746U109 | 1,854 | 23,974 | SH | SOLE | 23,974 | 0 | 0 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 355 | 4,019 | SH | SOLE | 4,019 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 815 | 10,634 | SH | SOLE | 10,634 | 0 | 0 | ||
FACEBOOK INC | CL A | 30303M102 | 205 | 1,062 | SH | SOLE | 796 | 0 | 266 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 140 | 13,368 | SH | SOLE | 12,532 | 0 | 836 | ||
GRAINGER W W INC | COM | 384802104 | 317 | 1,181 | SH | SOLE | 1,181 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 1,265 | 9,360 | SH | SOLE | 9,360 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 218 | 1,048 | SH | SOLE | 1,048 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 200 | 1,454 | SH | SOLE | 1,454 | 0 | 0 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 5,236 | 26,952 | SH | SOLE | 26,952 | 0 | 0 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 24,007 | 81,448 | SH | SOLE | 81,448 | 0 | 0 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 314 | 2,470 | SH | SOLE | 2,470 | 0 | 0 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 1,153 | 29,557 | SH | SOLE | 29,021 | 0 | 536 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 419 | 11,851 | SH | SOLE | 11,395 | 0 | 456 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 1,547 | 33,627 | SH | SOLE | 33,211 | 0 | 416 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,123 | 20,362 | SH | SOLE | 18,882 | 0 | 1,480 | ||
JOHNSON & JOHNSON | COM | 478160104 | 585 | 4,203 | SH | SOLE | 4,203 | 0 | 0 | ||
LAKELAND BANCORP INC | COM | 511637100 | 163 | 10,096 | SH | SOLE | 10,096 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 986 | 9,766 | SH | SOLE | 9,766 | 0 | 0 | ||
MAXIMUS INC | COM | 577933104 | 499 | 6,877 | SH | SOLE | 6,877 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 282 | 1,359 | SH | SOLE | 1,359 | 0 | 0 | ||
MICROSOFT CORP | CL A | 594918104 | 598 | 4,463 | SH | SOLE | 4,463 | 0 | 0 | ||
MONDELEZ INTL INC | COM | 609207105 | 248 | 4,594 | SH | SOLE | 4,594 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 512 | 2,567 | SH | SOLE | 2,567 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 631 | 14,569 | SH | SOLE | 14,569 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,265 | 28,839 | SH | SOLE | 28,839 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 664 | 7,281 | SH | SOLE | 7,281 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 240 | 2,193 | SH | SOLE | 2,193 | 0 | 0 | ||
SOUTHERN CO | COM | 842587107 | 323 | 5,834 | SH | SOLE | 5,834 | 0 | 0 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 202 | 688 | SH | SOLE | 688 | 0 | 0 | ||
UDR INC | COM | 902653104 | 420 | 9,351 | SH | SOLE | 9,351 | 0 | 0 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 69,196 | 859,259 | SH | SOLE | 849,360 | 0 | 9,899 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 6,956 | 83,736 | SH | SOLE | 82,185 | 0 | 1,551 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 81,770 | 544,808 | SH | SOLE | 536,086 | 0 | 8,722 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 7,619 | 45,577 | SH | SOLE | 45,382 | 0 | 195 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 363 | 2,319 | SH | SOLE | 2,087 | 0 | 232 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 205 | 1,253 | SH | SOLE | 1,253 | 0 | 0 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 30,721 | 228,034 | SH | SOLE | 225,965 | 0 | 2,069 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 5,694 | 111,673 | SH | SOLE | 109,245 | 0 | 2,428 | ||
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 32,727 | 323,234 | SH | SOLE | 321,882 | 0 | 1,352 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 379 | 6,626 | SH | SOLE | 6,626 | 0 | 0 |