Location: Charlottesville, VA
CIK: 0001224890 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: May 15, 2025
Total Value: $626M (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value | % | Share Price | Est. Cost/Share | Unrealized @ Report Date | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 109,820 | $58.49M | 9.3% | $532.58 | $141.16 | +277.3% | CL B NEW | 084670702 |
| AAPL | APPLE INC | 186,663 | $41.46M | 6.6% | $222.13 | $82.27 | +169.1% | COM | 037833100 |
| MSFT | MICROSOFT CORP | 85,748 | $32.19M | 5.1% | $375.39 | $29.59 | +1162.0% | COM | 594918104 |
| JPM | JPMORGAN CHASE & CO. | 117,892 | $28.92M | 4.6% | $245.30 | $52.65 | +358.6% | COM | 46625H100 |
| GS | GOLDMAN SACHS GROUP INC | 27,610 | $15.08M | 2.4% | $546.30 | $153.79 | +249.8% | COM | 38141G104 |
| ABBV | ABBVIE INC | 70,414 | $14.75M | 2.4% | $209.52 * | $34.78 | +487.6% | COM | 00287Y109 |
| IWR | ISHARES TR | 171,251 | $14.57M | 2.3% | $85.07 | $47.80 | +78.0% | RUS MID CAP ETF | 464287499 |
| MCK | MCKESSON CORP | 21,060 | $14.17M | 2.3% | $672.99 | $130.44 | +414.3% | COM | 58155Q103 |
| CAT | CATERPILLAR INC | 41,751 | $13.77M | 2.2% | $329.80 | $84.16 | +287.5% | COM | 149123101 |
| JNJ | JOHNSON & JOHNSON | 75,596 | $12.54M | 2.0% | $165.84 * | $72.43 | +123.9% | COM | 478160104 |
| ABT | ABBOTT LABS | 92,763 | $12.3M | 2.0% | $132.65 | $35.57 | +267.9% | COM | 002824100 |
| MCD | MCDONALDS CORP | 37,903 | $11.84M | 1.9% | $312.37 | $75.93 | +304.4% | COM | 580135101 |
| DE | DEERE & CO | 24,185 | $11.35M | 1.8% | $469.35 | $123.30 | +276.8% | COM | 244199105 |
| CMI | CUMMINS INC | 35,716 | $11.19M | 1.8% | $313.44 | $99.41 | +210.6% | COM | 231021106 |
| VTI | VANGUARD INDEX FDS | 40,354 | $11.09M | 1.8% | $274.84 | $155.16 | +77.1% | TOTAL STK MKT | 922908769 |
| ORCL | ORACLE CORP | 78,473 | $10.97M | 1.8% | $139.81 | $32.89 | +321.9% | COM | 68389X105 |
| GOOG | ALPHABET INC | 69,268 | $10.82M | 1.7% | $156.23 | $107.44 | +45.0% | CAP STK CL C | 02079K107 |
| PG | PROCTER AND GAMBLE CO | 62,419 | $10.64M | 1.7% | $170.42 | $62.56 | +167.0% | COM | 742718109 |
| CVX | CHEVRON CORP NEW | 63,395 | $10.61M | 1.7% | $167.29 * | $93.08 | +73.7% | COM | 166764100 |
| PEP | PEPSICO INC | 67,794 | $10.17M | 1.6% | $149.94 * | $68.90 | +111.1% | COM | 713448108 |
| VB | VANGUARD INDEX FDS | 38,898 | $8.626M | 1.4% | $221.75 | $167.97 | +32.0% | SMALL CP ETF | 922908751 |
| XOM | EXXON MOBIL CORP | 72,498 | $8.622M | 1.4% | $118.93 * | $55.04 | +110.3% | COM | 30231G102 |
| BSV | VANGUARD BD INDEX FDS | 102,411 | $8.017M | 1.3% | $78.28 | $79.42 | -1.4% | SHORT TRM BOND | 921937827 |
| IWM | ISHARES TR | 39,193 | $7.819M | 1.2% | $199.49 | $113.70 | +75.5% | RUSSELL 2000 ETF | 464287655 |
| APD | AIR PRODS & CHEMS INC | 26,350 | $7.771M | 1.2% | $294.91 * | $116.85 | +145.8% | COM | 009158106 |
| FDX | FEDEX CORP | 31,831 | $7.76M | 1.2% | $243.78 | $123.58 | +93.8% | COM | 31428X106 |
| ADP | AUTOMATIC DATA PROCESSING IN | 24,872 | $7.599M | 1.2% | $305.53 | $82.76 | +263.1% | COM | 053015103 |
| V | VISA INC | 21,389 | $7.496M | 1.2% | $350.46 | $159.85 | +118.1% | COM CL A | 92826C839 |
| CSCO | CISCO SYS INC | 105,656 | $6.52M | 1.0% | $61.71 * | $19.25 | +213.0% | COM | 17275R102 |
| VGT | VANGUARD WORLD FD | 12,020 | $6.519M | 1.0% | $542.38 * | $16.63 | +307.8% | INF TECH ETF | 92204A702 |
| UNH | UNITEDHEALTH GROUP INC | 11,804 | $6.182M | 1.0% | $523.75 | $262.92 | +95.2% | COM | 91324P102 |
| VO | VANGUARD INDEX FDS | 23,532 | $6.086M | 1.0% | $258.62 * | $45.55 | +41.9% | MID CAP ETF | 922908629 |
| GOOGL | ALPHABET INC | 36,320 | $5.617M | 0.9% | $154.64 | $115.91 | +33.0% | CAP STK CL A | 02079K305 |
| TRV | TRAVELERS COMPANIES INC | 20,623 | $5.454M | 0.9% | $264.46 | $145.85 | +79.1% | COM | 89417E109 |
| MDLZ | MONDELEZ INTL INC | 79,639 | $5.404M | 0.9% | $67.85 * | $28.97 | +128.6% | CL A | 609207105 |
| AMZN | AMAZON COM INC | 27,777 | $5.285M | 0.8% | $190.26 | $123.94 | +53.5% | COM | 023135106 |
| WFC | WELLS FARGO CO NEW | 71,276 | $5.117M | 0.8% | $71.79 | $37.58 | +87.9% | COM | 949746101 |
| OEF | ISHARES TR | 18,342 | $4.968M | 0.8% | $270.83 | $125.89 | +115.1% | S&P 100 ETF | 464287101 |
| VUG | VANGUARD INDEX FDS | 12,984 | $4.815M | 0.8% | $370.82 * | $25.91 | +138.5% | GROWTH ETF | 922908736 |
| BN | BROOKFIELD CORP | 91,011 | $4.77M | 0.8% | $52.41 * | $23.72 | +46.7% | CL A LTD VT SH | 11271J107 |
| TXN | TEXAS INSTRS INC | 25,944 | $4.662M | 0.7% | $179.70 * | $85.42 | +105.3% | COM | 882508104 |
| USB | US BANCORP DEL | 107,811 | $4.552M | 0.7% | $42.22 * | $37.08 | +10.4% | COM NEW | 902973304 |
| VGSH | VANGUARD SCOTTSDALE FDS | 76,561 | $4.493M | 0.7% | $58.69 | $59.22 | -0.9% | SHORT TERM TREAS | 92206C102 |
| EOG | EOG RES INC | 32,515 | $4.17M | 0.7% | $128.24 * | $81.18 | +53.8% | COM | 26875P101 |
| GLW | CORNING INC | 91,021 | $4.167M | 0.7% | $45.78 | $15.30 | +195.4% | COM | 219350105 |
| VTV | VANGUARD INDEX FDS | 23,654 | $4.086M | 0.7% | $172.74 | $117.90 | +46.5% | VALUE ETF | 922908744 |
| VBR | VANGUARD INDEX FDS | 19,826 | $3.693M | 0.6% | $186.29 | $146.55 | +27.1% | SM CP VAL ETF | 922908611 |
| VYM | VANGUARD WHITEHALL FDS | 28,053 | $3.618M | 0.6% | $128.96 | $87.56 | +47.3% | HIGH DIV YLD | 921946406 |
| BAC | BANK AMERICA CORP | 82,802 | $3.455M | 0.6% | $41.73 | $32.30 | +27.1% | COM | 060505104 |
| UPS | UNITED PARCEL SERVICE INC | 29,876 | $3.286M | 0.5% | $109.99 * | $84.13 | +24.1% | CL B | 911312106 |
| VCSH | VANGUARD SCOTTSDALE FDS | 41,617 | $3.285M | 0.5% | $78.94 | $79.32 | -0.5% | SHRT TRM CORP BD | 92206C409 |
| EES | WISDOMTREE TR | 63,374 | $3.095M | 0.5% | $48.84 | $33.12 | +47.5% | US SMALLCAP FUND | 97717W562 |
| IBM | INTERNATIONAL BUSINESS MACHS | 12,105 | $3.01M | 0.5% | $248.67 | $119.30 | +104.5% | COM | 459200101 |
| MS | MORGAN STANLEY | 25,794 | $3.009M | 0.5% | $116.67 * | $51.25 | +122.9% | COM NEW | 617446448 |
| HSY | HERSHEY CO | 16,567 | $2.833M | 0.5% | $171.03 * | $155.12 | +7.7% | COM | 427866108 |
| C | CITIGROUP INC | 39,479 | $2.803M | 0.4% | $70.99 * | $47.89 | +45.2% | COM NEW | 172967424 |
| MKL | MARKEL GROUP INC | 1,480 | $2.767M | 0.4% | $1869.61 | $1649.37 | +13.4% | COM | 570535104 |
| EZM | WISDOMTREE TR | 46,368 | $2.764M | 0.4% | $59.60 | $35.50 | +67.9% | US MIDCAP FUND | 97717W570 |
| MTB | M & T BK CORP | 15,328 | $2.74M | 0.4% | $178.75 * | $136.01 | +28.5% | COM | 55261F104 |
| VZ | VERIZON COMMUNICATIONS INC | 56,177 | $2.548M | 0.4% | $45.36 * | $37.69 | +14.6% | COM | 92343V104 |
| MMM | 3M CO | 16,816 | $2.47M | 0.4% | $146.86 | $71.82 | +101.7% | COM | 88579Y101 |
| CVS | CVS HEALTH CORP | 35,620 | $2.413M | 0.4% | $67.75 * | $43.96 | +49.7% | COM | 126650100 |
| IJR | ISHARES TR | 21,646 | $2.264M | 0.4% | $104.57 | $96.90 | +7.9% | CORE S&P SCP ETF | 464287804 |
| VOE | VANGUARD INDEX FDS | 13,630 | $2.188M | 0.3% | $160.54 | $121.59 | +32.0% | MCAP VL IDXVIP | 922908512 |
| T | AT&T INC | 74,671 | $2.112M | 0.3% | $28.28 * | $14.22 | +92.7% | COM | 00206R102 |
| CLX | CLOROX CO DEL | 14,197 | $2.091M | 0.3% | $147.25 * | $137.06 | +4.3% | COM | 189054109 |
| DIS | DISNEY WALT CO | 20,941 | $2.067M | 0.3% | $98.70 | $114.75 | -14.9% | COM | 254687106 |
| COF | CAPITAL ONE FINL CORP | 11,315 | $2.029M | 0.3% | $179.30 | $89.76 | +97.8% | COM | 14040H105 |
| VXUS | VANGUARD STAR FDS | 32,545 | $2.021M | 0.3% | $62.10 | $60.08 | +3.4% | VG TL INTL STK F | 921909768 |
| TFC | TRUIST FINL CORP | 48,963 | $2.015M | 0.3% | $41.15 * | $40.73 | -2.6% | COM | 89832Q109 |
| BND | VANGUARD BD INDEX FDS | 27,409 | $2.013M | 0.3% | $73.45 | $83.73 | -12.3% | TOTAL BND MRKT | 921937835 |
| GIS | GENERAL MLS INC | 32,182 | $1.924M | 0.3% | $59.79 * | $38.69 | +49.2% | COM | 370334104 |
| SBUX | STARBUCKS CORP | 19,473 | $1.91M | 0.3% | $98.09 * | $49.46 | +94.3% | COM | 855244109 |
| VOO | VANGUARD INDEX FDS | 3,668 | $1.885M | 0.3% | $513.91 | $286.73 | +79.2% | S&P 500 ETF SHS | 922908363 |
| DLN | WISDOMTREE TR | 22,860 | $1.814M | 0.3% | $79.37 | $48.11 | +65.0% | US LARGECAP DIVD | 97717W307 |
| AGG | ISHARES TR | 18,030 | $1.784M | 0.3% | $98.92 | $109.62 | -9.8% | CORE US AGGBD ET | 464287226 |
| SPY | SPDR S&P 500 ETF TR | 2,996 | $1.676M | 0.3% | $559.39 | $288.75 | +93.7% | TR UNIT | 78462F103 |
| VTEB | VANGUARD MUN BD FDS | 32,700 | $1.623M | 0.3% | $49.62 | $50.35 | -1.4% | TAX EXEMPT BD | 922907746 |
| ERIE | ERIE INDTY CO | 3,762 | $1.576M | 0.3% | $419.05 | $76.43 | +441.9% | CL A | 29530P102 |
| HD | HOME DEPOT INC | 4,202 | $1.54M | 0.2% | $366.49 | $191.94 | +87.5% | COM | 437076102 |
| MA | MASTERCARD INCORPORATED | 2,795 | $1.532M | 0.2% | $548.12 | $294.43 | +85.4% | CL A | 57636Q104 |
| DON | WISDOMTREE TR | 30,851 | $1.528M | 0.2% | $49.52 | $31.44 | +57.5% | US MIDCAP DIVID | 97717W505 |
| DVN | DEVON ENERGY CORP NEW | 39,756 | $1.487M | 0.2% | $37.40 * | $39.55 | -7.4% | COM | 25179M103 |
| IJH | ISHARES TR | 21,869 | $1.276M | 0.2% | $58.35 | $54.79 | +6.5% | CORE S&P MCP ETF | 464287507 |
| KO | COCA COLA CO | 17,446 | $1.249M | 0.2% | $71.62 * | $48.82 | +43.5% | COM | 191216100 |
| PFF | ISHARES TR | 36,430 | $1.119M | 0.2% | $30.73 | $36.97 | -16.9% | PFD AND INCM SEC | 464288687 |
| SJM | SMUCKER J M CO | 9,387 | $1.112M | 0.2% | $118.41 * | $87.20 | +31.8% | COM NEW | 832696405 |
| AXP | AMERICAN EXPRESS CO | 3,913 | $1.053M | 0.2% | $269.05 | $123.84 | +115.0% | COM | 025816109 |
| JCI | JOHNSON CTLS INTL PLC | 13,117 | $1.051M | 0.2% | $80.11 | $63.64 | +25.4% | SHS | G51502105 |
| LOW | LOWES COS INC | 4,148 | $967K | 0.2% | $233.23 | $144.26 | +59.2% | COM | 548661107 |
| UNP | UNION PAC CORP | 3,940 | $931K | 0.1% | $236.24 | $193.94 | +19.6% | COM | 907818108 |
| RSP | INVESCO EXCHANGE TRADED FD T | 5,113 | $886K | 0.1% | $173.23 | $176.72 | -2.0% | S&P500 EQL WGT | 46137V357 |
| D | DOMINION ENERGY INC | 15,350 | $861K | 0.1% | $56.07 * | $40.78 | +32.8% | COM | 25746U109 |
| IVV | ISHARES TR | 1,404 | $789K | 0.1% | $561.90 | $301.53 | +86.3% | CORE S&P500 ETF | 464287200 |
| IWN | ISHARES TR | 5,211 | $787K | 0.1% | $150.98 | $99.31 | +52.0% | RUS 2000 VAL ETF | 464287630 |
| WMT | WALMART INC | 8,839 | $776K | 0.1% | $87.79 | $52.41 | +66.4% | COM | 931142103 |
| STT | STATE STR CORP | 8,422 | $754K | 0.1% | $89.52 * | $53.20 | +63.4% | COM | 857477103 |
| IVW | ISHARES TR | 7,372 | $684K | 0.1% | $92.83 | $54.84 | +69.3% | S&P 500 GRWT ETF | 464287309 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | 14,105 | $683K | 0.1% | $48.45 * | $27.10 | +74.6% | CL A LMT VTG SHS | 113004105 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 5,998 | $679K | 0.1% | $113.18 | $95.21 | +18.0% | COM | 98956P102 |
| COST | COSTCO WHSL CORP NEW | 710 | $672K | 0.1% | $945.78 | $317.90 | +196.3% | COM | 22160K105 |
| ADBE | ADOBE INC | 1,733 | $665K | 0.1% | $383.53 | $431.54 | -11.1% | COM | 00724F101 |
| LLY | ELI LILLY & CO | 753 | $622K | 0.1% | $825.91 | $694.14 | +18.3% | COM | 532457108 |
| AMGN | AMGEN INC | 1,922 | $599K | 0.1% | $311.55 * | $219.59 | +38.5% | COM | 031162100 |
| EFA | ISHARES TR | 7,158 | $585K | 0.1% | $81.73 | $61.53 | +32.8% | MSCI EAFE ETF | 464287465 |
| BIL | SPDR SER TR | 6,330 | $581K | 0.1% | $91.73 | $91.59 | +0.2% | BLOOMBERG 1-3 MO | 78468R663 |
| — | KELLANOVA | 6,617 | $546K | 0.1% | $82.49 * | $41.05 | +96.7% | COM | 487836108 |
| VIG | VANGUARD SPECIALIZED FUNDS | 2,757 | $535K | 0.1% | $193.99 | $120.54 | +60.9% | DIV APP ETF | 921908844 |
| PFE | PFIZER INC | 21,042 | $533K | 0.1% | $25.34 * | $30.56 | -21.4% | COM | 717081103 |
| SLB | SCHLUMBERGER LTD | 12,264 | $513K | 0.1% | $41.80 * | $34.91 | +16.9% | COM STK | 806857108 |
| ITOT | ISHARES TR | 3,695 | $451K | 0.1% | $122.01 | $63.01 | +93.7% | CORE S&P TTL STK | 464287150 |
| QQQ | INVESCO QQQ TR | 937 | $439K | 0.1% | $468.92 | $245.14 | +91.3% | UNIT SER 1 | 46090E103 |
| VCIT | VANGUARD SCOTTSDALE FDS | 5,000 | $409K | 0.1% | $81.76 | $89.40 | -8.5% | INT-TERM CORP | 92206C870 |
| VUSB | VANGUARD BD INDEX FDS | 7,495 | $374K | 0.1% | $49.85 | $49.49 | +0.7% | VANGUARD ULTRA | 92203C303 |
| KVUE | KENVUE INC | 14,800 | $355K | 0.1% | $23.98 * | $18.64 | +24.7% | COM | 49177J102 |
| SCHB | SCHWAB STRATEGIC TR | 15,000 | $323K | 0.1% | $21.53 | $21.68 | -0.7% | US BRD MKT ETF | 808524102 |
| VOT | VANGUARD INDEX FDS | 1,190 | $291K | 0.0% | $244.64 | $232.88 | +5.1% | MCAP GR IDXVIP | 922908538 |
| KHC | KRAFT HEINZ CO | 9,450 | $288K | 0.0% | $30.43 * | $33.61 | -13.5% | COM | 500754106 |
| MKC/V | MCCORMICK & CO INC | 3,185 | $262K | 0.0% | $82.31 * | $62.69 | +27.6% | COM VTG | 579780107 |
| LSTR | LANDSTAR SYS INC | 1,700 | $255K | 0.0% | $150.20 | $125.29 | — | COM | 515098101 |
| BX | BLACKSTONE INC | 1,800 | $252K | 0.0% | $139.78 * | $102.08 | +34.0% | COM | 09260D107 |
| MOAT | VANECK ETF TRUST | 2,701 | $238K | 0.0% | $88.00 | $95.64 | -8.0% | MRNGSTR WDE MOAT | 92189F643 |
| DWM | WISDOMTREE TR | 3,695 | $215K | 0.0% | $58.15 | $56.30 | +3.3% | INTL EQUITY FD | 97717W703 |
| — | LIBERTY MEDIA CORP DEL | 40,000 | $10,545 | 0.0% | $0.26 | $0.78 | — | DEB 4.000%11/1 | 530715AG6 |