Q4 2023 Holdings
Filed 2024-01-17 | 79 holdings | $3.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Tesla Inc(TSLA) | COM | 88160R101 | $216 | 871 | 0.0% |
| Vanguard World FDS(VGT) | INF TECH ETF | 92204A702 | $219 | 453 | 0.0% |
| Eaton Vance TAX Advt DIV Inc(XEVTX) | COM | 27828G107 | $219 | 9,823 | 0.0% |
| Visa Inc(V) | COM CL A | 92826C839 | $235 | 904 | 0.0% |
| Vanguard Star FDS(VXUS) | VG TL INTL STK F | 921909768 | $235 | 4,057 | 0.0% |
| Paychex Inc(PAYX) | COM | 704326107 | $237 | 1,994 | 0.0% |
| Nuveen Pennsylvania QLT MUN(NQP) | COM | 670972108 | $238 | 20,521 | 0.0% |
| Codorus VY Bancorp Inc | COM | 192025104 | $248 | 9,656 | 0.0% |
| Disney Walt Co(DIS) | COM | 254687106 | $257 | 2,852 | 0.0% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $258 | 5,249 | 0.0% |
| Bio-Techne Corp(TECH) | COM | 09073M104 | $263 | 3,412 | 0.0% |
| Analog Devices Inc(ADI) | COM | 032654105 | $268 | 1,352 | 0.0% |
| Amgen Inc(AMGN) | COM | 031162100 | $288 | 1,000 | 0.0% |
| Marsh & Mclennan COS Inc(MRSH) | COM | 571748102 | $288 | 1,519 | 0.0% |
| National Storage Affiliates(NSA) | COM SHS BEN IN | 637870106 | $290 | 7,000 | 0.0% |
| Artesian RES Corp(ARTNA) | CL A | 043113208 | $311 | 7,511 | 0.0% |
| Sherwin Williams Co(SHW) | COM | 824348106 | $316 | 1,013 | 0.0% |
| Mondelez Intl Inc(MDLZ) | CL A | 609207105 | $327 | 4,520 | 0.0% |
| Intel Corp(INTC) | COM | 458140100 | $332 | 6,606 | 0.0% |
| American Tower Corp New(AMT) | COM | 03027X100 | $406 | 1,882 | 0.0% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $441 | 1,857 | 0.0% |
| International Business Machs(IBM) | COM | 459200101 | $462 | 2,823 | 0.0% |
| Invesco QQQ TR(QQQ) | UNIT SER 1 | 46090E103 | $468 | 1,143 | 0.0% |
| United Parcel Service Inc(UPS) | CL B | 911312106 | $472 | 3,005 | 0.0% |
| Bristol-Myers Squibb Co(BMY) | COM | 110122108 | $473 | 9,221 | 0.0% |
| General Electric Co(GE) | COM NEW | 369604301 | $485 | 3,801 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $548 | 12,494 | 0.0% |
| Ishares TR(IWM) | RUSSELL 2000 ETF | 464287655 | $548 | 2,728 | 0.0% |
| Listed FD TR(OVS) | SHARES SML CAP | 53656F888 | $567 | 17,324 | 0.0% |
| Phillips 66(PSX) | COM | 718546104 | $580 | 4,354 | 0.0% |
| Listed FD TR(OVL) | SHARES LAG CAP | 53656F805 | $583 | 15,471 | 0.0% |
| Coca Cola Co(KO) | COM | 191216100 | $638 | 10,822 | 0.0% |
| Procter and Gamble Co(PG) | COM | 742718109 | $702 | 4,792 | 0.0% |
| Chevron Corp New(CVX) | COM | 166764100 | $741 | 4,969 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $759 | 4,471 | 0.0% |
| Unitedhealth Group Inc(UNH) | COM | 91324P102 | $769 | 1,461 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $784 | 1,649 | 0.0% |
| Ishares TR(EEM) | MSCI EMG MKT ETF | 464287234 | $788 | 19,602 | 0.0% |
| Mastercard Incorporated(MA) | CL A | 57636Q104 | $799 | 1,872 | 0.0% |
| Ishares TR(IJH) | CORE S&P MCP ETF | 464287507 | $845 | 3,048 | 0.0% |
| Merck & Co Inc(MRK) | COM | 58933Y105 | $854 | 7,832 | 0.0% |
| Dentsply Sirona Inc(XRAY) | COM | 24906P109 | $911 | 25,604 | 0.0% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $949 | 9,487 | 0.0% |
| Bank America Corp(BAC) | COM | 060505104 | $1.0K | 30,574 | 0.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $1.1K | 6,911 | 0.0% |
| Listed FD TR(OVF) | SHARES FOREIGN | 53656F870 | $1.1K | 47,715 | 0.0% |
| York WTR Co(YORW) | COM | 987184108 | $1.1K | 29,666 | 0.0% |
| JPMorgan Chase & Co(JPM) | COM | 46625H100 | $1.2K | 7,332 | 0.0% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $1.3K | 2,652 | 0.0% |
| Home Depot Inc(HD) | COM | 437076102 | $1.4K | 3,953 | 0.0% |