Q2 2024 Holdings
Filed 2024-07-23 | 388 holdings | $18.5M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Skyworks Solutions Inc(SWKS) | COM | 83088M102 | $181 | 1,702 | 0.0% |
| Sysco Corp(SYY) | COM | 871829107 | $182 | 2,545 | 0.0% |
| IShares Tr(EFG) | EAFE GRWTH ETF | 464288885 | $182 | 1,782 | 0.0% |
| iShares Tr(FLOT) | FLTG RATE NT ETF | 46429B655 | $188 | 3,677 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $189 | 250 | 0.0% |
| Orrstown Finl Svcs Inc(ORRF) | COM | 687380105 | $190 | 6,942 | 0.0% |
| Reliance Inc(RS) | COM | 759509102 | $191 | 670 | 0.0% |
| Berkshire Hathaway Inc Del(BRK/B) | CL B NEW | 084670702 | $194 | 477 | 0.0% |
| Vanguard World Fd(VGT) | INF TECH ETF | 92204A702 | $202 | 350 | 0.0% |
| Verizon Communications Inc(VZ) | COM | 92343V104 | $208 | 5,052 | 0.0% |
| iShares Tr(IWO) | RUS 2000 GRW ETF | 464287648 | $209 | 797 | 0.0% |
| iShares Tr(IJR) | CORE S&P SCP ETF | 464287804 | $210 | 1,972 | 0.0% |
| Blackrock Tax Municpal Bd Tr(BBN) | SHS | 09248X100 | $211 | 12,882 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $219 | 6,341 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $227 | 2,264 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $237 | 3,965 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $249 | 1,440 | 0.0% |
| Digital Rlty Tr Inc(DLR) | COM | 253868103 | $255 | 1,675 | 0.0% |
| Vulcan Matls Co(VMC) | COM | 929160109 | $267 | 1,075 | 0.0% |
| Vanguard Index Fds(VO) | MID CAP ETF | 922908629 | $272 | 1,125 | 0.0% |
| Steel Dynamics Inc(STLD) | COM | 858119100 | $278 | 2,150 | 0.0% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $279 | 2,384 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $285 | 611 | 0.0% |
| Norfolk Southn Corp(NSC) | COM | 655844108 | $290 | 1,350 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $296 | 2,925 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $299 | 588 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $301 | 682 | 0.0% |
| iShares Tr(ITOT) | CORE S&P TTL STK | 464287150 | $302 | 2,540 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $304 | 2,198 | 0.0% |
| iShares Tr(IWP) | RUS MD CP GR ETF | 464287481 | $306 | 2,769 | 0.0% |
| iShares Tr(IVV) | CORE S&P500 ETF | 464287200 | $347 | 635 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $362 | 2,087 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $370 | 2,706 | 0.0% |
| Franklin Finl Svcs Corp(FRAF) | COM | 353525108 | $376 | 13,285 | 0.0% |
| Lowes Cos Inc(LOW) | COM | 548661107 | $384 | 1,744 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $388 | 3,347 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $416 | 4,002 | 0.0% |
| iShares Tr(IWD) | RUS 1000 VAL ETF | 464287598 | $439 | 2,514 | 0.0% |
| Waste Mgmt Inc Del(WM) | COM | 94106L109 | $479 | 2,245 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $497 | 8,414 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $499 | 1,451 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $509 | 1,010 | 0.0% |
| iShares Tr(IWR) | RUS MID CAP ETF | 464287499 | $519 | 6,396 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $544 | 601 | 0.0% |
| Spdr Ser Tr(SPYG) | PRTFLO S&P500 GW | 78464A409 | $544 | 6,794 | 0.0% |
| Spdr Ser Tr(SPYV) | PRTFLO S&P500 VL | 78464A508 | $634 | 13,015 | 0.0% |
| FMC Corp(FMC) | COM NEW | 302491303 | $655 | 11,384 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $732 | 9,305 | 0.0% |
| iShares Tr(IWF) | RUS 1000 GRW ETF | 464287614 | $768 | 2,106 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $797 | 12,528 | 0.0% |