Q3 2024 Holdings
Filed 2024-10-18 | 378 holdings | $22.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| iShares Tr(FLOT) | FLTG RATE NT ETF | 46429B655 | $213 | 4,181 | 0.0% |
| M & T Bk Corp(MTB) | COM | 55261F104 | $213 | 1,196 | 0.0% |
| Exelon Corp(EXC) | COM | 30161N101 | $215 | 5,296 | 0.0% |
| Franklin Finl Svcs Corp(FRAF) | COM | 353525108 | $220 | 7,316 | 0.0% |
| WEC Energy Group Inc(WEC) | COM | 92939U106 | $221 | 2,300 | 0.0% |
| Equinix Inc(EQIX) | COM | 29444U700 | $222 | 250 | 0.0% |
| Blackrock Tax Municipal Bd Tr(BBN) | SHS | 09248X100 | $230 | 12,882 | 0.0% |
| iShares TR(IJR) | CORE S&P SCP ETF | 464287804 | $231 | 1,972 | 0.0% |
| iShares Tr(EFG) | EAFE GRWTH ETF | 464288885 | $250 | 2,321 | 0.0% |
| Orrstown Finl Svcs(ORRF) | COM | 687380105 | $250 | 6,942 | 0.0% |
| Digital Rlty Tr Inc(DLR) | COM | 253868103 | $251 | 1,550 | 0.0% |
| Duke Energy Corp New(DUK) | COM NEW | 26441C204 | $261 | 2,264 | 0.0% |
| Steel Dynamics Inc(STLD) | COM | 858119100 | $271 | 2,150 | 0.0% |
| Bank New York Mellon Corp(BK) | COM | 064058100 | $285 | 3,965 | 0.0% |
| Vanguard Index Fds(VO) | MID CAP ETF | 922908629 | $297 | 1,125 | 0.0% |
| Prudential Finl Inc(PRU) | COM | 744320102 | $303 | 2,502 | 0.0% |
| Marathon Pete Corp(MPC) | COM | 56585A102 | $304 | 1,864 | 0.0% |
| Kimberly-Clark Corp(KMB) | COM | 494368103 | $313 | 2,198 | 0.0% |
| iShares TR(ITOT) | CORE S&P TTL STK | 464287150 | $314 | 2,500 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $318 | 1,440 | 0.0% |
| Norfolk Southn Corp(NSC) | COM | 655844108 | $335 | 1,350 | 0.0% |
| Qorvo Inc(QRVO) | COM | 74736K101 | $346 | 3,347 | 0.0% |
| Philip Morris Intl Inc(PM) | COM | 718172109 | $355 | 2,925 | 0.0% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $357 | 611 | 0.0% |
| FMC Corp(FMC) | COM NEW | 302491303 | $360 | 5,465 | 0.0% |
| iShares TR(IVV) | CORE S&P500 ETF | 464287200 | $366 | 635 | 0.0% |
| iShares TR(IWD) | RUS 1000 VAL ETF | 464287598 | $392 | 2,064 | 0.0% |
| Lowes Cos Inc(LOW) | COM | 548661107 | $418 | 1,544 | 0.0% |
| Abbott Labs(ABT) | COM | 002824100 | $428 | 3,752 | 0.0% |
| iShares TR(IWP) | RUS MD CP GR ETF | 464287481 | $430 | 3,668 | 0.0% |
| Waste Mgmt Inc Del(WM) | COM | 94106L109 | $435 | 2,095 | 0.0% |
| CVS Health Corp(CVS) | COM | 126650100 | $480 | 7,637 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $516 | 1,273 | 0.0% |
| Eli Lilly & Co(LLY) | COM | 532457108 | $532 | 601 | 0.0% |
| iShares TR(IWR) | RUS MID CAP ETF | 464287499 | $564 | 6,396 | 0.0% |
| Spdr Ser Tr(SPYV) | PRTFLO S&P500 VL | 78464A508 | $661 | 12,513 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $667 | 5,872 | 0.0% |
| Meta Platforms Inc(META) | CL A | 30303M102 | $693 | 1,210 | 0.0% |
| Spdr Ser Tr(SPYG) | PRTFLO S&P500 GW | 78464A409 | $701 | 8,448 | 0.0% |
| WisdomTree Tr(DGS) | EMG MKTS SMCAP | 97717W281 | $731 | 13,616 | 0.0% |
| Medtronic PLC(MDT) | SHS | G5960L103 | $740 | 8,214 | 0.0% |
| iShares TR(IWF) | RUS 1000 GRW ETF | 464287614 | $791 | 2,106 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $807 | 11,228 | 0.0% |
| UnitedHealth Group Inc(UNH) | COM | 91324P102 | $878 | 1,501 | 0.0% |
| Applied Matls Inc(AMAT) | COM | 038222105 | $924 | 4,575 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.1K | 9,534 | 0.0% |
| General Mls Inc(GIS) | COM | 370334104 | $1.2K | 16,008 | 0.0% |
| Blackrock Inc(BLKCHF) | COM | 09247X101 | $1.2K | 1,269 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $1.2K | 9,212 | 0.0% |
| iShares TR(EFA) | MSCI EAFE ETF | 464287465 | $1.3K | 15,164 | 0.0% |