Q1 2024 Holdings
Filed 2024-04-26 | 432 holdings | $12.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Vanguard World FD(VGT) | INF TECH ETF | 92204A702 | $184 | 350 | 0.0% |
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $184 | 1,702 | 0.0% |
| Orrstown Finl Svcs Inc(ORRF) | COM | 687380105 | $194 | 7,242 | 0.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $195 | 2,374 | 0.0% |
| McDonalds Corp(MCD) | COM | 580135101 | $200 | 708 | 0.0% |
| Berkshire Hathaway Inc Del(BRK/B) | CL B NEW | 084670702 | $201 | 477 | 0.0% |
| Blackrock Tax Municipal Bd Tr(BBN) | SHS | 09248X100 | $210 | 12,882 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $211 | 256 | 0.0% |
| Accenture Plc Ireland(ACN) | SHS CLASS A | G1151C101 | $212 | 612 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $217 | 2,672 | 0.0% |
| iShares TR(IJR) | CORE S&P SCP ETF | 464287804 | $218 | 1,972 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $219 | 2,264 | 0.0% |
| Union Pac Corp(UNP) | COM | 907818108 | $222 | 904 | 0.0% |
| Digital Rlty Tr Inc(DLR) | COM | 253868103 | $223 | 1,550 | 0.0% |
| Reliance Inc(RS) | COM | 759509102 | $224 | 670 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $228 | 3,965 | 0.0% |
| Franklin Finl Svcs Corp(FRAF) | COM | 353525108 | $241 | 9,195 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $263 | 7,007 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $278 | 611 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $279 | 563 | 0.0% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $280 | 2,384 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $284 | 2,198 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $284 | 1,487 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $292 | 3,183 | 0.0% |
| iShares TR(ITOT) | CORE S&P TTL STK | 464287150 | $293 | 2,540 | 0.0% |
| iShares TR(IWP) | RUS MD CP GR ETF | 464287481 | $311 | 2,727 | 0.0% |
| Steel Dynamics Inc(STLD) | COM | 858119100 | $319 | 2,150 | 0.0% |
| iShares TR(IVV) | CORE S&P500 ETF | 464287200 | $334 | 635 | 0.0% |
| Norfolk Southern Corp(NSC) | COM | 655844108 | $360 | 1,412 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $384 | 3,347 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $406 | 2,014 | 0.0% |
| Lowes Cos Inc(LOW) | COM | 548661107 | $440 | 1,727 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $442 | 910 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $468 | 601 | 0.0% |
| Spdr SER TR(SPYG) | PRTFLO S&P500 GW | 78464A409 | $483 | 6,599 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $496 | 4,368 | 0.0% |
| Waste Mgmt Inc Del(WM) | COM | 94106L109 | $509 | 2,388 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $536 | 1,396 | 0.0% |
| iShares TR(IWR) | RUS MID CAP ETF | 464287499 | $538 | 6,396 | 0.0% |
| Vanguard Index FDS(VO) | MID CAP ETF | 922908629 | $636 | 2,545 | 0.0% |
| Spdr SER TR(SPYV) | PRTFLO S&P500 VL | 78464A508 | $638 | 12,731 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $731 | 11,946 | 0.0% |
| FMC Corp(FMC) | COM NEW | 302491303 | $754 | 11,836 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $831 | 9,534 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $845 | 6,401 | 0.0% |
| WisdomTree TR(DGS) | EMG MKTS SMCAP | 97717W281 | $886 | 17,417 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $952 | 5,829 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $972 | 4,715 | 0.0% |
| Select Sector Spdr TR(XLB) | SBI MATERIALS | 81369Y100 | $1.1K | 11,715 | 0.0% |
| Spdr SER TR(XTL) | S&P TELECOM | 78464A540 | $1.1K | 15,279 | 0.0% |