0001128213-20-000004.txt : 20201026 0001128213-20-000004.hdr.sgml : 20201026 20201026102903 ACCESSION NUMBER: 0001128213-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201026 DATE AS OF CHANGE: 20201026 EFFECTIVENESS DATE: 20201026 FILER: COMPANY DATA: COMPANY CONFORMED NAME: PETTYJOHN, WOOD & WHITE, INC CENTRAL INDEX KEY: 0001128213 IRS NUMBER: 541071683 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05957 FILM NUMBER: 201259439 BUSINESS ADDRESS: STREET 1: 1925 ATHERHOLT ROAD STREET 2: PO BOX 310 CITY: LYNCHBURG STATE: VA ZIP: 24505 BUSINESS PHONE: 4348451266 MAIL ADDRESS: STREET 1: 1925 ATHERHOLT ROAD CITY: LYNCHBURG STATE: VA ZIP: 24501 FORMER COMPANY: FORMER CONFORMED NAME: PETTYJOHN CO DATE OF NAME CHANGE: 20001114 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001128213 XXXXXXXX 09-30-2020 09-30-2020 PETTYJOHN, WOOD & WHITE, INC

1925 ATHERHOLT ROAD LYNCHBURG VA 24501

13F HOLDINGS REPORT 028-05957 N Charles B White 4348451266 Charles B White Lynchburg VA 10-26-2020 0 141 342064 false INFORMATION TABLE 2 inftable.xml 2020Q3 PWW 13F HOLDINGS GENERAL ELECTRIC CO COM 369604103 121 19402 SH SOLE 19402 0 0 NORDSTROM INC COM 655664100 146 12275 SH SOLE 12275 0 0 ISHARES TR MSCI EAFE ETF 464287465 202 3181 SH SOLE 3181 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 211 2390 SH SOLE 2390 0 0 CONSOLIDATED EDISON INC COM 209115104 218 2800 SH SOLE 2800 0 0 EMERSON ELEC CO COM 291011104 219 3341 SH SOLE 3341 0 0 SYNOVUS FINL CORP COM NEW 87161C501 220 10392 SH SOLE 10392 0 0 ISHARES TR MSCI EAFE MIN VL 46429B689 224 3283 SH SOLE 3283 0 0 COLGATE PALMOLIVE CO COM 194162103 226 2927 SH SOLE 2927 0 0 AFLAC INC COM 001055102 232 6377 SH SOLE 6377 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 233 1975 SH SOLE 1975 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 235 3435 SH SOLE 3435 0 0 ROCKWELL AUTOMATION INC COM 773903109 242 1095 SH SOLE 1095 0 0 PAYPAL HLDGS INC COM 70450Y103 246 1250 SH SOLE 1250 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 247 4832 SH SOLE 4832 0 0 COSTCO WHSL CORP NEW COM 22160K105 249 702 SH SOLE 702 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 250 1350 SH SOLE 1350 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 258 5107 SH SOLE 5107 0 0 LILLY ELI & CO COM 532457108 261 1766 SH SOLE 1766 0 0 ISHARES TR US REGNL BKS ETF 464288778 262 8000 SH SOLE 8000 0 0 SOUTHWEST AIRLS CO COM 844741108 270 7200 SH SOLE 7200 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 277 1573 SH SOLE 1573 0 0 ISHARES TR S&P MC 400VL ETF 464287705 281 2085 SH SOLE 2085 0 0 CINCINNATI FINL CORP COM 172062101 285 3650 SH SOLE 3650 0 0 EXPEDIA GROUP INC COM NEW 30212P303 289 3150 SH SOLE 3150 0 0 ISHARES TR EUROPE ETF 464287861 290 6916 SH SOLE 6916 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 299 1998 SH SOLE 1998 0 0 WELLS FARGO CO NEW COM 949746101 324 13797 SH SOLE 13797 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 325 2519 SH SOLE 2519 0 0 ISHARES TR US AER DEF ETF 464288760 327 2065 SH SOLE 2065 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 330 1521 SH SOLE 1521 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 339 3921 SH SOLE 3921 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 349 791 SH SOLE 791 0 0 ISHARES TR U.S. CNSM SV ETF 464287580 352 1407 SH SOLE 1407 0 0 LOCKHEED MARTIN CORP COM 539830109 354 923 SH SOLE 923 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 354 1554 SH SOLE 1554 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 370 5806 SH SOLE 5806 0 0 WELLTOWER INC COM 95040Q104 392 7112 SH SOLE 7112 0 0 NEXTERA ENERGY INC COM 65339F101 414 1492 SH SOLE 1492 0 0 AMERICAN ELEC PWR CO INC COM 025537101 428 5237 SH SOLE 5237 0 0 CARMAX INC COM 143130102 432 4700 SH SOLE 4700 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 440 7301 SH SOLE 7301 0 0 CANADIAN NATL RY CO COM 136375102 444 4166 SH SOLE 4166 0 0 GENERAL MLS INC COM 370334104 450 7300 SH SOLE 7300 0 0 MONDELEZ INTL INC CL A 609207105 463 8059 SH SOLE 8059 0 0 ISHARES TR NATIONAL MUN ETF 464288414 465 4012 SH SOLE 4012 0 0 NIKE INC CL B 654106103 497 3957 SH SOLE 3957 0 0 ISHARES TR INTRM GOV CR ETF 464288612 509 4321 SH SOLE 4321 0 0 BARNES GROUP INC COM 067806109 554 15502 SH SOLE 15502 0 0 BECTON DICKINSON & CO COM 075887109 564 2423 SH SOLE 2423 0 0 ALPHABET INC CAP STK CL C 02079K107 583 397 SH SOLE 397 0 0 COCA COLA CO COM 191216100 587 11890 SH SOLE 11890 0 0 CSX CORP COM 126408103 590 7600 SH SOLE 7600 0 0 LOWES COS INC COM 548661107 593 3578 SH SOLE 3578 0 0 ALTRIA GROUP INC COM 02209S103 610 15798 SH SOLE 15798 0 0 SHERWIN WILLIAMS CO COM 824348106 643 923 SH SOLE 923 0 0 V F CORP COM 918204108 647 9210 SH SOLE 9210 0 0 SCHWAB CHARLES CORP COM 808513105 650 17927 SH SOLE 17927 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 654 4182 SH SOLE 4182 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 655 4257 SH SOLE 4257 0 0 ISHARES TR U.S. MED DVC ETF 464288810 664 2215 SH SOLE 2215 0 0 OTIS WORLDWIDE CORP COM 68902V107 667 10683 SH SOLE 10683 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 695 11707 SH SOLE 11707 0 0 AMGEN INC COM 031162100 768 3023 SH SOLE 3023 0 0 3M CO COM 88579Y101 790 4930 SH SOLE 4930 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 807 10009 SH SOLE 10009 0 0 NUVEEN MUN VALUE FD INC COM 670928100 817 76654 SH SOLE 76654 0 0 ISHARES TR IBOXX INV CP ETF 464287242 845 6275 SH SOLE 6275 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 846 6955 SH SOLE 6955 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 850 16298 SH SOLE 16298 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 919 18125 SH SOLE 18125 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 994 5839 SH SOLE 5839 0 0 ORACLE CORP COM 68389X105 1008 16877 SH SOLE 16877 0 0 PHILIP MORRIS INTL INC COM 718172109 1045 13930 SH SOLE 13930 0 0 ISHARES TR CORE S&P500 ETF 464287200 1061 3157 SH SOLE 3157 0 0 STARBUCKS CORP COM 855244109 1098 12783 SH SOLE 12783 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1101 11919 SH SOLE 11919 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1132 14070 SH SOLE 14070 0 0 MCDONALDS CORP COM 580135101 1149 5236 SH SOLE 5236 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1151 6906 SH SOLE 6906 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1176 11750 SH SOLE 11750 0 0 ANTHEM INC COM 036752103 1249 4649 SH SOLE 4649 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1336 24800 SH SOLE 24800 0 0 VENTAS INC COM 92276F100 1498 35700 SH SOLE 35700 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 1596 163662 SH SOLE 163662 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1676 18930 SH SOLE 18930 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1689 6987 SH SOLE 6987 0 0 FACEBOOK INC CL A 30303M102 1707 6518 SH SOLE 6518 0 0 BOEING CO COM 097023105 1801 10898 SH SOLE 10898 0 0 UNION PAC CORP COM 907818108 1829 9292 SH SOLE 9292 0 0 ISHARES TR CORE S&P SCP ETF 464287804 1945 27692 SH SOLE 27692 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 2022 6571 SH SOLE 6571 0 0 ENBRIDGE INC COM 29250N105 2101 71963 SH SOLE 71963 0 0 MERCK & CO. INC COM 58933Y105 2168 26140 SH SOLE 26140 0 0 KIMBERLY CLARK CORP COM 494368103 2286 15480 SH SOLE 15480 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 2468 40580 SH SOLE 40580 0 0 AT&T INC COM 00206R102 2476 86853 SH SOLE 86853 0 0 SOUTHERN CO COM 842587107 2710 49989 SH SOLE 49989 0 0 INTEL CORP COM 458140100 2793 53934 SH SOLE 53934 0 0 ISHARES TR U.S. FINLS ETF 464287788 2911 25655 SH SOLE 25655 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 2973 6063 SH SOLE 6063 0 0 ISHARES TR PFD AND INCM SEC 464288687 2989 82005 SH SOLE 82005 0 0 PFIZER INC COM 717081103 3105 84614 SH SOLE 84614 0 0 ABBVIE INC COM 00287Y109 3203 36570 SH SOLE 36570 0 0 TRUIST FINL CORP COM 89832Q109 3272 85989 SH SOLE 85989 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 3285 57087 SH SOLE 57087 0 0 ISHARES TR U.S. TECH ETF 464287721 3450 11460 SH SOLE 11460 0 0 MEDTRONIC PLC SHS G5960L103 3566 34312 SH SOLE 34312 0 0 CHEVRON CORP NEW COM 166764100 3652 50727 SH SOLE 50727 0 0 EXXON MOBIL CORP COM 30231G102 4024 117204 SH SOLE 117204 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 4274 82005 SH SOLE 82005 0 0 CISCO SYS INC COM 17275R102 4325 109803 SH SOLE 109803 0 0 AMAZON COM INC COM 023135106 4399 1397 SH SOLE 1397 0 0 ISHARES TR CORE S&P MCP ETF 464287507 4531 24451 SH SOLE 24451 0 0 COMCAST CORP NEW CL A 20030N101 4558 98526 SH SOLE 98526 0 0 CVS HEALTH CORP COM 126650100 4786 81954 SH SOLE 81954 0 0 BK OF AMERICA CORP COM 060505104 5036 209032 SH SOLE 209032 0 0 ISHARES TR US HLTHCARE ETF 464287762 5272 23205 SH SOLE 23205 0 0 HONEYWELL INTL INC COM 438516106 5577 33882 SH SOLE 33882 0 0 FEDEX CORP COM 31428X106 5607 22293 SH SOLE 22293 0 0 ABBOTT LABS COM 002824100 5612 51566 SH SOLE 51566 0 0 WALMART INC COM 931142103 5765 41207 SH SOLE 41207 0 0 DOMINION ENERGY INC COM 25746U109 5778 73207 SH SOLE 73207 0 0 JPMORGAN CHASE & CO COM 46625H100 5898 61267 SH SOLE 61267 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 6043 21751 SH SOLE 21751 0 0 NORFOLK SOUTHN CORP COM 655844108 6186 28910 SH SOLE 28910 0 0 DISNEY WALT CO COM DISNEY 254687106 6312 50870 SH SOLE 50870 0 0 ALPHABET INC CAP STK CL A 02079K305 6613 4512 SH SOLE 4512 0 0 ISHARES TR CORE US AGGBD ET 464287226 6666 56460 SH SOLE 56460 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 6953 32653 SH SOLE 32653 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 7699 92928 SH SOLE 92928 0 0 JOHNSON & JOHNSON COM 478160104 8232 55295 SH SOLE 55295 0 0 PEPSICO INC COM 713448108 8239 59446 SH SOLE 59446 0 0 VISA INC COM CL A 92826C839 8819 44103 SH SOLE 44103 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 9543 160411 SH SOLE 160411 0 0 HOME DEPOT INC COM 437076102 9798 35280 SH SOLE 35280 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 9818 76310 SH SOLE 76310 0 0 PROCTER AND GAMBLE CO COM 742718109 11230 80797 SH SOLE 80797 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 13156 39285 SH SOLE 39285 0 0 APPLE INC COM 037833100 15383 132828 SH SOLE 132828 0 0 MICROSOFT CORP COM 594918104 16412 78030 SH SOLE 78030 0 0