Q1 2018 Holdings
Filed 2018-04-17 | 393 holdings | $171.4K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Cisco SYS Inc COM(CSCO) | COM | 17275R102 | $21.0K | 492 | 12.3% |
| Spdr S&P Midcap 400 ETF(MDY) | UTSER1 S&PDCRP | 78467Y107 | $17.1K | 49,936 | 10.0% |
| Costco Whsl Corp New COM(COST) | COM | 22160K105 | $15.0K | 79 | 8.8% |
| Spdr S&P 500 ETF(SPY) | TR UNIT | 78462F103 | $7.9K | 29,789 | 4.6% |
| Customers Bancorp Inc COM(CUBI) | COM | 23204G100 | $5.5K | 188,808 | 3.2% |
| Aqua America Inc COM | COM | 03836W103 | $5.0K | 151,073 | 2.9% |
| Vanguard Short-Term Bond Index Fund(BSV) | SHORT TRM BOND | 921937827 | $5.0K | 63,627 | 2.9% |
| Vanguard Intermediate-Term Corporate Bond ETF(VCIT) | INT-TERM CORP | 92206C870 | $4.9K | 57,410 | 2.8% |
| Vanguard Total International Stock ETF(VXUS) | VG TL INTL STK F | 921909768 | $4.5K | 78,975 | 2.6% |
| Ishares Core S&P 500 ETF(IVV) | CORE S&P500 ETF | 464287200 | $4.5K | 16,821 | 2.6% |
| Vanguard S&P 500 ETF(VOO) | S&P 500 ETF SHS | 922908363 | $4.3K | 17,587 | 2.5% |
| Fulton Finl Corp PA COM(FULT) | COM | 360271100 | $4.3K | 242,887 | 2.5% |
| Axis Capital Holdings LTD SHS(AXS) | SHS | G0692U109 | $3.5K | 61,341 | 2.0% |
| Powershares Senior Loan Portfolio | SENIOR LN PORT | 73936Q769 | $2.7K | 117,077 | 1.6% |
| Ishares Iboxx High Yield Corporate Bond ETF(HYG) | IBOXX HI YD ETF | 464288513 | $2.7K | 30,831 | 1.6% |
| Alibaba Group Hldg LTD Sponsored ADS(BABA) | SPONSORED ADS | 01609W102 | $2.7K | 15,414 | 1.5% |
| Facebook Inc CL A(META) | CL A | 30303M102 | $2.1K | 12,763 | 1.2% |
| Johnson & Johnson COM(JNJ) | COM | 478160104 | $2.1K | 15,925 | 1.2% |
| Ishares Russell 1000 Growth ETF(IWF) | RUS 1000 GRW ETF | 464287614 | $2.0K | 14,667 | 1.2% |
| Powershares QQQ Trust | UNIT SER 1 | 73935A104 | $2.0K | 12,315 | 1.2% |
| Ishares Russell 1000 ETF(IWB) | RUS 1000 ETF | 464287622 | $1.8K | 12,001 | 1.0% |
| Reinsurance Group Amer Inc COM New(RGA) | COM NEW | 759351604 | $1.7K | 11,512 | 1.0% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | CL B NEW | 084670702 | $1.7K | 8,767 | 1.0% |
| Chevron Corp New COM(CVX) | COM | 166764100 | $1.6K | 12,990 | 0.9% |
| Xcel Brands Inc COM New | COM NEW | 98400M101 | $1.5K | 549,725 | 0.9% |
| Disney Walt Co COM Disney(DIS) | COM DISNEY | 254687106 | $1.5K | 15,332 | 0.9% |
| Technology Select Sector Spdr Fund(XLK) | TECHNOLOGY | 81369Y803 | $1.5K | 22,556 | 0.9% |
| Consumer Staples Select Sector Spdr Fund(XLP) | SBI CONS STPLS | 81369Y308 | $1.5K | 28,364 | 0.9% |
| V F Corp COM(VFC) | COM | 918204108 | $1.5K | 19,064 | 0.9% |
| CNO Finl Group Inc COM(CNO) | COM | 12621E103 | $1.4K | 64,624 | 0.8% |
| Exxon Mobil Corp COM(XOM) | COM | 30231G102 | $1.4K | 17,481 | 0.8% |
| Ishares Russell 1000 Value ETF(IWD) | RUS 1000 VAL ETF | 464287598 | $1.3K | 10,753 | 0.8% |
| Apple Inc COM(AAPL) | COM | 037833100 | $1.2K | 6,992 | 0.7% |
| Ishares Russell 2000 ETF(IWM) | RUSSELL 2000 ETF | 464287655 | $1.1K | 7,252 | 0.7% |
| UBS Group AG SHS(UBS) | SHS | H42097107 | $954 | 54,660 | 0.6% |
| Equifax Inc COM(EFX) | COM | 294429105 | $907 | 7,823 | 0.5% |
| Stonemor Partners L P COM Units INT | COM UNITS INT | 86183Q100 | $837 | 135,848 | 0.5% |
| Vanguard Ftse Europe ETF(VGK) | FTSE EUROPE ETF | 922042874 | $833 | 13,983 | 0.5% |
| Boeing Co COM(BA) | COM | 097023105 | $827 | 2,511 | 0.5% |
| Time Warner Inc COM New | COM NEW | 887317303 | $750 | 7,755 | 0.4% |
| United Parcel Service Inc CL B(UPS) | CL B | 911312106 | $701 | 6,533 | 0.4% |
| Vanguard High Dividend Yield Index Fund(VYM) | HIGH DIV YLD | 921946406 | $680 | 8,171 | 0.4% |
| Vanguard Russell 2000 ETF(VTWO) | VNG RUS2000IDX | 92206C664 | $657 | 5,312 | 0.4% |
| Vipshop Hldgs LTD Sponsored ADR(VIPS) | SPONSORED ADR | 92763W103 | $644 | 40,000 | 0.4% |
| Health Care Select Sector Spdr Fund(XLV) | SBI HEALTHCARE | 81369Y209 | $641 | 7,825 | 0.4% |
| Comcast Corp New CL A(CMCSA) | CL A | 20030N101 | $590 | 17,873 | 0.3% |
| Gildan Activewear Inc COM(GIL) | COM | 375916103 | $520 | 17,750 | 0.3% |
| Vanguard Ftse Emerging Markets ETF(VWO) | FTSE EMR MKT ETF | 922042858 | $504 | 10,835 | 0.3% |
| Spdr DOW Jones Industrial Average ETF(DIA) | UT SER 1 | 78467X109 | $497 | 2,042 | 0.3% |
| Servicenow Inc COM(NOW) | COM | 81762P102 | $486 | 2,914 | 0.3% |