Q3 2024 Holdings
Filed 2024-11-01 | 161 holdings | $1.1B | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Acnb Corp(ACNB) | COM | 000868109 | $441.0K | 10,098 | 0.0% |
| Orrstown Finl Svcs Inc(ORRF) | COM | 687380105 | $441.8K | 12,286 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $443.0K | 3,885 | 0.0% |
| Oracle Corp(ORCL) | COM | 68389X105 | $446.3K | 2,619 | 0.0% |
| Ishares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $458.5K | 2,416 | 0.0% |
| Ishares TR(ESGU) | ESG AWR MSCI USA | 46435G425 | $467.2K | 3,703 | 0.0% |
| Vanguard Scottsdale FDS(VTWO) | VNG RUS2000IDX | 92206C664 | $473.1K | 5,294 | 0.0% |
| Henry Schein Inc(HSIC) | COM | 806407102 | $477.1K | 6,544 | 0.0% |
| Flexsteel Inds Inc(FLXS) | COM | 339382103 | $492.2K | 11,112 | 0.0% |
| Vanguard Index FDS(VBK) | SML CP GRW ETF | 922908595 | $511.9K | 1,915 | 0.0% |
| Heico Corp New(HEI) | COM | 422806109 | $512.0K | 1,958 | 0.0% |
| Lowes COS Inc(LOW) | COM | 548661107 | $512.9K | 1,894 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $561.5K | 2,042 | 0.1% |
| Deere & Co(DE) | COM | 244199105 | $561.6K | 1,346 | 0.1% |
| Ishares TR(IWV) | RUSSELL 3000 ETF | 464287689 | $585.1K | 1,791 | 0.1% |
| Caterpillar Inc(CAT) | COM | 149123101 | $608.9K | 1,557 | 0.1% |
| Ishares TR(EFA) | MSCI EAFE ETF | 464287465 | $615.3K | 7,357 | 0.1% |
| Vanguard Tax-Managed FDS(VEA) | VAN FTSE DEV MKT | 921943858 | $682.5K | 12,924 | 0.1% |
| Broadcom Inc(AVGO) | COM | 11135F101 | $704.0K | 4,081 | 0.1% |
| PNC Finl Svcs Group Inc(PNC) | COM | 693475105 | $731.8K | 3,959 | 0.1% |
| Spdr Index SHS FDS(CWI) | MSCI ACWI EXUS | 78463X848 | $799.0K | 26,250 | 0.1% |
| M & T BK Corp(MTB) | COM | 55261F104 | $810.4K | 4,550 | 0.1% |
| Alphabet Inc(GOOG) | CAP STK CL C | 02079K107 | $864.5K | 5,170 | 0.1% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $881.6K | 13,618 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.0M | 1,756 | 0.1% |
| Spdr SER TR(SPSM) | PORTFOLIO S&P600 | 78468R853 | $1.0M | 22,640 | 0.1% |
| Fulton Finl Corp PA(FULT) | COM | 360271100 | $1.0M | 56,972 | 0.1% |
| Mid-Amer APT Cmntys Inc(MAA) | COM | 59522J103 | $1.1M | 6,611 | 0.1% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $1.1M | 13,262 | 0.1% |
| Oneok Inc New(OKE) | COM | 682680103 | $1.1M | 12,241 | 0.1% |
| Ishares TR(IJK) | S&P MC 400GR ETF | 464287606 | $1.1M | 12,184 | 0.1% |
| Vanguard Index FDS(VUG) | GROWTH ETF | 922908736 | $1.1M | 2,949 | 0.1% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $1.2M | 10,361 | 0.1% |
| Markel Group Inc(MKL) | COM | 570535104 | $1.2M | 778 | 0.1% |
| Danaher Corporation(DHR) | COM | 235851102 | $1.3M | 4,499 | 0.1% |
| Ishares TR(IWR) | RUS MID CAP ETF | 464287499 | $1.3M | 14,563 | 0.1% |
| Ishares TR(USXF) | ESG MSCI USA ETF | 46436E767 | $1.3M | 26,697 | 0.1% |
| Hershey Co(HSY) | COM | 427866108 | $1.4M | 7,194 | 0.1% |
| American Tower Corp New(AMT) | COM | 03027X100 | $1.4M | 6,048 | 0.1% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $1.4M | 2,466 | 0.1% |
| Eastman Chem Co(EMN) | COM | 277432100 | $1.5M | 13,576 | 0.1% |
| Nike Inc(NKE) | CL B | 654106103 | $1.6M | 17,976 | 0.1% |
| Mid Penn Bancorp Inc(MPB) | COM | 59540G107 | $1.6M | 55,230 | 0.1% |
| D R Horton Inc(DHI) | COM | 23331A109 | $1.8M | 9,642 | 0.2% |
| Illinois Tool WKS Inc(ITW) | COM | 452308109 | $1.9M | 7,237 | 0.2% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $2.1M | 18,046 | 0.2% |
| Pepsico Inc(PEP) | COM | 713448108 | $2.2M | 12,936 | 0.2% |
| Spdr SER TR(SPMD) | PORTFOLIO S&P400 | 78464A847 | $2.2M | 40,337 | 0.2% |
| General Dynamics Corp(GD) | COM | 369550108 | $2.2M | 7,304 | 0.2% |
| International Business Machs(IBM) | COM | 459200101 | $2.2M | 10,135 | 0.2% |