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 | 200 | 2,502 | SH | SOLE | 2,502 | 0 | 0 | ||
ABBVIE INC | COM | 00287Y109 | 212 | 2,632 | SH | SOLE | 2,632 | 0 | 0 | ||
ALTRIA GROUP INC | COM | 02209S103 | 4,677 | 81,437 | SH | SOLE | 77,464 | 0 | 3,973 | ||
AMERICAN ELEC PWR INC | COM | 025537101 | 281 | 3,350 | SH | SOLE | 3,350 | 0 | 0 | ||
ANTHEM INC | COM | 036752103 | 872 | 3,039 | SH | SOLE | 3,039 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 871 | 4,583 | SH | SOLE | 4,230 | 0 | 353 | ||
AT&T INC | COM | 00206R102 | 450 | 14,355 | SH | SOLE | 14,355 | 0 | 0 | ||
BANK AMER CORP | COM | 060505104 | 277 | 10,044 | SH | SOLE | 10,044 | 0 | 0 | ||
BB&T CORP | COM | 054937107 | 304 | 6,531 | SH | SOLE | 6,531 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 347 | 1,726 | SH | SOLE | 1,726 | 0 | 0 | ||
BRANDYWINE RLTY TR | SH BEN INT NEW | 105368203 | 967 | 60,951 | SH | SOLE | 60,951 | 0 | 0 | ||
CAPITAL ONE FINL CORP | COM | 14040H105 | 241 | 2,954 | SH | SOLE | 2,954 | 0 | 0 | ||
CARMAX INC | COM | 143130102 | 2,940 | 42,124 | SH | SOLE | 42,124 | 0 | 0 | ||
CHEVRON CORP NEW | COM | 166764100 | 318 | 2,580 | SH | SOLE | 2,580 | 0 | 0 | ||
COCA COLA CO | COM | 191216100 | 282 | 6,008 | SH | SOLE | 6,008 | 0 | 0 | ||
CSX CORP | COM | 126408103 | 217 | 2,900 | SH | SOLE | 2,900 | 0 | 0 | ||
DOMINION RES INC VA NEW | COM | 25746U109 | 1,796 | 23,428 | SH | SOLE | 23,428 | 0 | 0 | ||
DUKE ENERGY CORP NEW | COM NEW | 26441C204 | 383 | 4,255 | SH | SOLE | 4,255 | 0 | 0 | ||
EXXON MOBIL CORP | COM | 30231G102 | 770 | 9,524 | SH | SOLE | 9,524 | 0 | 0 | ||
GENERAL ELECTRIC CO | COM | 369604103 | 133 | 13,363 | SH | SOLE | 12,472 | 0 | 891 | ||
GRAINGER W W INC | COM | 384802104 | 353 | 1,174 | SH | SOLE | 1,174 | 0 | 0 | ||
HCA HEALTHCARE INC | COM | 40412C101 | 1,220 | 9,360 | SH | SOLE | 9,360 | 0 | 0 | ||
HOME DEPOT INC | COM | 437076102 | 203 | 1,060 | SH | SOLE | 1,060 | 0 | 0 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 224 | 1,586 | SH | SOLE | 1,586 | 0 | 0 | ||
ISHARES TR | CONSER ALLOC ETF | 464289883 | 421 | 12,208 | SH | SOLE | 11,796 | 0 | 412 | ||
ISHARES TR | GRWT ALLOCAT ETF | 464289867 | 1,397 | 31,250 | SH | SOLE | 31,250 | 0 | 0 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 303 | 2,456 | SH | SOLE | 2,456 | 0 | 0 | ||
ISHARES TR | AGGRES ALLOC ETF | 464289859 | 1,067 | 19,935 | SH | SOLE | 19,373 | 0 | 562 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 5,053 | 26,680 | SH | SOLE | 26,024 | 0 | 656 | ||
ISHARES TR | MODERT ALLOC ETF | 464289875 | 1,097 | 28,818 | SH | SOLE | 28,818 | 0 | 0 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 23,410 | 82,267 | SH | SOLE | 80,065 | 0 | 2,202 | ||
JOHNSON & JOHNSON | COM | 478160104 | 606 | 4,337 | SH | SOLE | 4,337 | 0 | 0 | ||
LAKELAND BANCORP INC | COM | 511637100 | 150 | 10,019 | SH | SOLE | 10,019 | 0 | 0 | ||
LOWES COS INC | COM | 548661107 | 1,062 | 9,702 | SH | SOLE | 9,702 | 0 | 0 | ||
MAXIMUS INC | COM | 577933104 | 511 | 7,202 | SH | SOLE | 7,202 | 0 | 0 | ||
MCDONALDS CORP | COM | 580135101 | 228 | 1,203 | SH | SOLE | 1,203 | 0 | 0 | ||
MICROSOFT CORP | CL A | 594918104 | 506 | 4,290 | SH | SOLE | 4,290 | 0 | 0 | ||
MONDELEZ INTL INC | COM | 609207105 | 231 | 4,624 | SH | SOLE | 4,624 | 0 | 0 | ||
NORFOLK SOUTHERN CORP | COM | 655844108 | 240 | 1,282 | SH | SOLE | 1,282 | 0 | 0 | ||
PFIZER INC | COM | 717081103 | 452 | 10,646 | SH | SOLE | 10,646 | 0 | 0 | ||
PHILIP MORRIS INTL INC | COM | 718172109 | 2,576 | 29,140 | SH | SOLE | 29,140 | 0 | 0 | ||
POLARIS INDS INC | COM | 731068102 | 615 | 7,281 | SH | SOLE | 7,281 | 0 | 0 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 245 | 2,359 | SH | SOLE | 2,359 | 0 | 0 | ||
SOUTHERN CO | COM | 842587107 | 301 | 5,832 | SH | SOLE | 5,832 | 0 | 0 | ||
UDR INC | COM | 902653104 | 425 | 9,351 | SH | SOLE | 9,351 | 0 | 0 | ||
VANGUARD BD INDEX FD INC | SHORT TRM BOND | 921937827 | 52,923 | 664,943 | SH | SOLE | 658,475 | 0 | 6,468 | ||
VANGUARD BD INDEX FD INC | TOTAL BND MRKT | 921937835 | 19,426 | 239,295 | SH | SOLE | 234,932 | 0 | 4,363 | ||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 30,248 | 233,034 | SH | SOLE | 232,000 | 0 | 1,034 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 7,313 | 45,496 | SH | SOLE | 45,305 | 0 | 191 | ||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 383 | 2,508 | SH | SOLE | 2,257 | 0 | 251 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 75,162 | 519,399 | SH | SOLE | 512,045 | 0 | 7,354 | ||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 5,647 | 112,599 | SH | SOLE | 110,178 | 0 | 2,421 | ||
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 32,020 | 327,767 | SH | SOLE | 326,396 | 0 | 1,371 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 390 | 6,594 | SH | SOLE | 6,594 | 0 | 0 |