0001128213-21-000004.txt : 20211108 0001128213-21-000004.hdr.sgml : 20211108 20211108154427 ACCESSION NUMBER: 0001128213-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211108 DATE AS OF CHANGE: 20211108 EFFECTIVENESS DATE: 20211108 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: 211387756 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 09-30-2021 09-30-2021 PETTYJOHN, WOOD & WHITE, INC

1925 ATHERHOLT ROAD LYNCHBURG VA 24501

13F HOLDINGS REPORT 028-05957 N Annette A Bradley 4348451266 Annette A Bradley Lynchburg VA 11-08-2021 0 159 450270 false INFORMATION TABLE 2 inftable.xml 2021Q3FILING ALPHABET INC CAP STK CL C 02079K107 1005 377 SH SOLE 377 0 0 COSTCO WHSL CORP NEW COM 22160K105 383 852 SH SOLE 852 0 0 LOCKHEED MARTIN CORP COM 539830109 316 917 SH SOLE 917 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 535 936 SH SOLE 936 0 0 VANGUARD ADMIRAL FDS INC SMLCP 600 GRTH 921932794 211 940 SH SOLE 940 0 0 ROCKWELL AUTOMATION INC COM 773903109 289 982 SH SOLE 982 0 0 VANGUARD WORLD FD MEGA GRWTH IND 921910816 308 1310 SH SOLE 1310 0 0 SKYWORKS SOLUTIONS INC COM 83088M102 219 1327 SH SOLE 1327 0 0 TEXAS INSTRS INC COM 882508104 257 1339 SH SOLE 1339 0 0 ISHARES TR ISHARES BIOTECH 464287556 229 1415 SH SOLE 1415 0 0 EXPEDIA GROUP INC COM NEW 30212P303 237 1448 SH SOLE 1448 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 407 1486 SH SOLE 1486 0 0 AMERICAN EXPRESS CO COM 025816109 254 1519 SH SOLE 1519 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 444 1529 SH SOLE 1529 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 387 1636 SH SOLE 1636 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 229 1689 SH SOLE 1689 0 0 AMAZON COM INC COM 023135106 5867 1786 SH SOLE 1786 0 0 ISHARES TR TIPS BD ETF 464287176 234 1835 SH SOLE 1835 0 0 LILLY ELI & CO COM 532457108 438 1896 SH SOLE 1896 0 0 ISHARES TR SELECT DIVID ETF 464287168 225 1965 SH SOLE 1965 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 257 2020 SH SOLE 2020 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 329 2100 SH SOLE 2100 0 0 ISHARES TR US INDUSTRIALS 464287754 227 2120 SH SOLE 2120 0 0 APPLIED MATLS INC COM 038222105 283 2200 SH SOLE 2200 0 0 AMGEN INC COM 031162100 475 2235 SH SOLE 2235 0 0 PAYPAL HLDGS INC COM 70450Y103 584 2243 SH SOLE 2243 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 212 2245 SH SOLE 2245 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 499 2281 SH SOLE 2281 0 0 VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 921932828 490 2430 SH SOLE 2430 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 501 2494 SH SOLE 2494 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 560 2523 SH SOLE 2523 0 0 SHERWIN WILLIAMS CO COM 824348106 723 2583 SH SOLE 2583 0 0 ISHARES TR US AER DEF ETF 464288760 271 2595 SH SOLE 2595 0 0 BECTON DICKINSON & CO COM 075887109 669 2723 SH SOLE 2723 0 0 GENERAL ELECTRIC CO COM NEW 369604301 282 2740 SH SOLE 2740 0 0 CONSOLIDATED EDISON INC COM 209115104 203 2800 SH SOLE 2800 0 0 ISHARES TR MSCI EAFE ETF 464287465 221 2831 SH SOLE 2831 0 0 CARMAX INC COM 143130102 393 3075 SH SOLE 3075 0 0 ISHARES TR S&P MC 400VL ETF 464287705 317 3080 SH SOLE 3080 0 0 EMERSON ELEC CO COM 291011104 309 3284 SH SOLE 3284 0 0 ISHARES TR CORE S&P500 ETF 464287200 1433 3327 SH SOLE 3327 0 0 CANADIAN NATL RY CO COM 136375102 410 3541 SH SOLE 3541 0 0 ISHARES TR NATIONAL MUN ETF 464288414 420 3612 SH SOLE 3612 0 0 NIKE INC CL B 654106103 530 3647 SH SOLE 3647 0 0 CINCINNATI FINL CORP COM 172062101 417 3650 SH SOLE 3650 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 813 3716 SH SOLE 3716 0 0 US BANCORP DEL COM NEW 902973304 227 3825 SH SOLE 3825 0 0 LOWES COS INC COM 548661107 790 3896 SH SOLE 3896 0 0 3M CO COM 88579Y101 701 3995 SH SOLE 3995 0 0 ISHARES TR 1 3 YR TREAS BD 464287457 363 4217 SH SOLE 4217 0 0 ALPHABET INC CAP STK CL A 02079K305 11568 4327 SH SOLE 4327 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 429 4380 SH SOLE 4380 0 0 NEXTERA ENERGY INC COM 65339F101 380 4840 SH SOLE 4840 0 0 AMERICAN ELEC PWR CO INC COM 025537101 405 4992 SH SOLE 4992 0 0 LINCOLN NATL CORP IND COM 534187109 344 4998 SH SOLE 4998 0 0 WELLTOWER INC COM 95040Q104 414 5027 SH SOLE 5027 0 0 ANTHEM INC COM 036752103 1904 5108 SH SOLE 5108 0 0 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 228 5125 SH SOLE 5125 0 0 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 922042775 332 5438 SH SOLE 5438 0 0 ISHARES TR US CONSUM DISCRE 464287580 435 5628 SH SOLE 5628 0 0 ATLANTIC UN BANKSHARES CORP COM 04911A107 211 5725 SH SOLE 5725 0 0 ISHARES TR MSCI USA MIN VOL 46429B697 427 5806 SH SOLE 5806 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 823 5922 SH SOLE 5922 0 0 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 325 6183 SH SOLE 6183 0 0 MCDONALDS CORP COM 580135101 1508 6255 SH SOLE 6255 0 0 AFLAC INC COM 001055102 328 6294 SH SOLE 6294 0 0 UNITED PARCEL SERVICE INC CL B 911312106 1158 6361 SH SOLE 6361 0 0 ISHARES TR IBOXX INV CP ETF 464287242 865 6500 SH SOLE 6500 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 3779 6564 SH SOLE 6564 0 0 ISHARES TR US REGNL BKS ETF 464288778 400 6600 SH SOLE 6600 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 409 6909 SH SOLE 6909 0 0 ISHARES TR INTRM GOV CR ETF 464288612 811 7047 SH SOLE 7047 0 0 AMERICAN TOWER CORP NEW COM 03027X100 1876 7069 SH SOLE 7069 0 0 GENERAL MLS INC COM 370334104 446 7450 SH SOLE 7450 0 0 FACEBOOK INC CL A 30303M102 2641 7781 SH SOLE 7781 0 0 MONDELEZ INTL INC CL A 609207105 457 7852 SH SOLE 7852 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3134 7946 SH SOLE 7946 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1213 8124 SH SOLE 8124 0 0 V F CORP COM 918204108 596 8903 SH SOLE 8903 0 0 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1627 9065 SH SOLE 9065 0 0 UNION PAC CORP COM 907818108 1794 9153 SH SOLE 9153 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 368 9805 SH SOLE 9805 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 1077 10352 SH SOLE 10352 0 0 SYNOVUS FINL CORP COM NEW 87161C501 456 10392 SH SOLE 10392 0 0 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 1131 11298 SH SOLE 11298 0 0 ISHARES TR U.S. MED DVC ETF 464288810 722 11500 SH SOLE 11500 0 0 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 742 11615 SH SOLE 11615 0 0 BOEING CO COM 097023105 2619 11906 SH SOLE 11906 0 0 BARNES GROUP INC COM 067806109 519 12434 SH SOLE 12434 0 0 WELLS FARGO CO NEW COM 949746101 596 12837 SH SOLE 12837 0 0 ISHARES TR CORE HIGH DV ETF 46429B663 1276 13538 SH SOLE 13538 0 0 PHILIP MORRIS INTL INC COM 718172109 1284 13541 SH SOLE 13541 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 1590 13845 SH SOLE 13845 0 0 ALTRIA GROUP INC COM 02209S103 682 14987 SH SOLE 14987 0 0 SCHWAB CHARLES CORP COM 808513105 1118 15352 SH SOLE 15352 0 0 ISHARES TR FLTG RATE NT ETF 46429B655 789 15525 SH SOLE 15525 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 989 15638 SH SOLE 15638 0 0 GENERAL MTRS CO COM 37045V100 887 16836 SH SOLE 16836 0 0 STARBUCKS CORP COM 855244109 1879 17032 SH SOLE 17032 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 1787 18315 SH SOLE 18315 0 0 COCA COLA CO COM 191216100 962 18333 SH SOLE 18333 0 0 KIMBERLY-CLARK CORP COM 494368103 2458 18560 SH SOLE 18560 0 0 ISHARES TR US HLTHCARE ETF 464287762 5556 20138 SH SOLE 20138 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 7221 20174 SH SOLE 20174 0 0 ORACLE CORP COM 68389X105 1879 21562 SH SOLE 21562 0 0 FEDEX CORP COM 31428X106 4873 22222 SH SOLE 22222 0 0 MERCK & CO INC COM 58933Y105 1727 22996 SH SOLE 22996 0 0 VENTAS INC COM 92276F100 1278 23150 SH SOLE 23150 0 0 CSX CORP COM 126408103 710 23875 SH SOLE 23875 0 0 ISHARES TR CORE S&P MCP ETF 464287507 6431 24445 SH SOLE 24445 0 0 NORFOLK SOUTHN CORP COM 655844108 6443 26931 SH SOLE 26931 0 0 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 03524A108 1527 27077 SH SOLE 27077 0 0 ISHARES TR CORE S&P SCP ETF 464287804 3072 28133 SH SOLE 28133 0 0 INTEL CORP COM 458140100 1643 30830 SH SOLE 30830 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 9095 33322 SH SOLE 33322 0 0 HONEYWELL INTL INC COM 438516106 7126 33567 SH SOLE 33567 0 0 HOME DEPOT INC COM 437076102 11529 35121 SH SOLE 35121 0 0 MEDTRONIC PLC SHS G5960L103 4506 35944 SH SOLE 35944 0 0 ISHARES TR ISHS 5-10YR INVT 464288638 2195 36540 SH SOLE 36540 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 2036 39095 SH SOLE 39095 0 0 SPDR SER TR S&P DIVID ETF 78464A763 4639 39460 SH SOLE 39460 0 0 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3492 40861 SH SOLE 40861 0 0 ISHARES TR U.S. TECH ETF 464287721 4156 41040 SH SOLE 41040 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 18480 43064 SH SOLE 43064 0 0 VISA INC COM CL A 92826C839 9935 44603 SH SOLE 44603 0 0 ISHARES TR U.S. FINLS ETF 464287788 3825 46335 SH SOLE 46335 0 0 SOUTHERN CO COM 842587107 2924 47180 SH SOLE 47180 0 0 WALMART INC COM 931142103 6593 47304 SH SOLE 47304 0 0 CHEVRON CORP NEW COM 166764100 4855 47855 SH SOLE 47855 0 0 ABBVIE INC COM 00287Y109 5217 48366 SH SOLE 48366 0 0 DISNEY WALT CO COM 254687106 8979 53074 SH SOLE 53074 0 0 PFIZER INC COM 717081103 2318 53898 SH SOLE 53898 0 0 ISHARES TR CORE US AGGBD ET 464287226 6274 54637 SH SOLE 54637 0 0 ABBOTT LABS COM 002824100 6536 55326 SH SOLE 55326 0 0 JOHNSON & JOHNSON COM 478160104 9112 56419 SH SOLE 56419 0 0 RAYTHEON TECHNOLOGIES CORP COM 75513E101 5256 61145 SH SOLE 61145 0 0 PEPSICO INC COM 713448108 9268 61615 SH SOLE 61615 0 0 JPMORGAN CHASE & CO COM 46625H100 10522 64280 SH SOLE 64280 0 0 MICROSOFT CORP COM 594918104 19802 70239 SH SOLE 70239 0 0 AT&T INC COM 00206R102 1903 70438 SH SOLE 70438 0 0 DOMINION ENERGY INC COM 25746U109 5263 72073 SH SOLE 72073 0 0 ENBRIDGE INC COM 29250N105 2934 73719 SH SOLE 73719 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 11434 74437 SH SOLE 74437 0 0 NUVEEN MUN VALUE FD INC COM 670928100 861 76044 SH SOLE 76044 0 0 PROCTER AND GAMBLE CO COM 742718109 11185 80005 SH SOLE 80005 0 0 TRUIST FINL CORP COM 89832Q109 4847 82647 SH SOLE 82647 0 0 CVS HEALTH CORP COM 126650100 7349 86596 SH SOLE 86596 0 0 VANGUARD BD INDEX FDS VANGUARD ULTRA 92203C303 4437 88500 SH SOLE 88500 0 0 ISHARES TR PFD AND INCM SEC 464288687 3737 96290 SH SOLE 96290 0 0 COMCAST CORP NEW CL A 20030N101 5812 103920 SH SOLE 103920 0 0 EXXON MOBIL CORP COM 30231G102 6474 110058 SH SOLE 110058 0 0 CISCO SYS INC COM 17275R102 6174 113422 SH SOLE 113422 0 0 APPLE INC COM 037833100 17613 124474 SH SOLE 124474 0 0 SPDR SER TR PORTFOLIO SHORT 78464A474 4830 154560 SH SOLE 154560 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 8721 161476 SH SOLE 161476 0 0 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 13501 163828 SH SOLE 163828 0 0 BANK OF THE JAMES FINL GP IN COM 470299108 2572 176147 SH SOLE 176147 0 0 ISHARES TR 0-5YR INVT GR CP 46434V100 9110 176281 SH SOLE 176281 0 0 BK OF AMERICA CORP COM 060505104 8902 209702 SH SOLE 209702 0 0