Q4 2019 Holdings
Filed 2020-02-14 | 243 holdings | $870.8K | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Boeing Co(BA) | COM | 097023105 | $366.0K | 1,124 | 42.0% |
| Alibaba Group Hldg LTD(BABA) | SPONSORED ADS | 01609W102 | $148.0K | 696 | 17.0% |
| Cisco SYS Inc(CSCO) | COM | 17275R102 | $142.0K | 2,965 | 16.3% |
| Adobe Inc(ADBE) | COM | 00724F101 | $55.0K | 168 | 6.3% |
| Schwab Strategic TR(SCHO) | SHT TM US TRES | 808524862 | $25.1K | 498,027 | 2.9% |
| Schwab Strategic TR(SCHX) | US LRG CAP ETF | 808524201 | $19.3K | 250,999 | 2.2% |
| Ishares TR(MUB) | NATIONAL MUN ETF | 464288414 | $19.0K | 166,843 | 2.2% |
| Ishares TR(IXUS) | CORE MSCI TOTAL | 46432F834 | $11.3K | 182,877 | 1.3% |
| Schwab Strategic TR(SCHB) | US BRD MKT ETF | 808524102 | $10.6K | 137,665 | 1.2% |
| Schwab Strategic TR(SCHF) | INTL EQTY ETF | 808524805 | $9.9K | 295,374 | 1.1% |
| Schwab Strategic TR(SCHM) | US MID-CAP ETF | 808524508 | $8.2K | 137,087 | 0.9% |
| Ishares TR(USMV) | MSCI MIN VOL ETF | 46429B697 | $7.6K | 115,152 | 0.9% |
| Vanguard Intl Equity Index F(VWO) | FTSE EMR MKT ETF | 922042858 | $5.9K | 133,277 | 0.7% |
| Schwab Strategic TR(SCHE) | EMRG MKTEQ ETF | 808524706 | $3.2K | 117,999 | 0.4% |
| Vanguard Index FDS(VTI) | TOTAL STK MKT | 922908769 | $2.6K | 15,982 | 0.3% |
| Ishares TR(SUB) | SHRT NAT MUN ETF | 464288158 | $2.5K | 23,866 | 0.3% |
| Wells Fargo Co New(WFC) | COM | 949746101 | $2.2K | 40,203 | 0.2% |
| Apple Inc(AAPL) | COM | 037833100 | $1.5K | 5,037 | 0.2% |
| Vanguard Intl Equity Index F(VEU) | ALLWRLD EX US | 922042775 | $1.3K | 23,676 | 0.1% |
| Exxon Mobil Corp(XOM) | COM | 30231G102 | $1.2K | 17,407 | 0.1% |
| Lockheed Martin Corp(LMT) | COM | 539830109 | $1.2K | 3,078 | 0.1% |
| Meridian BK Paoli PA(MRBK) | COM | 58958P104 | $1.1K | 56,924 | 0.1% |
| Home Depot Inc(HD) | COM | 437076102 | $1.1K | 4,929 | 0.1% |
| Schwab Strategic TR(SCHD) | US DIVIDEND EQ | 808524797 | $841 | 14,521 | 0.1% |
| Texas Instrs Inc(TXN) | COM | 882508104 | $824 | 6,423 | 0.1% |
| Community BK SYS Inc(CBU) | COM | 203607106 | $770 | 10,853 | 0.1% |
| Berkshire Hathaway Inc del(BRK/B) | CL B NEW | 084670702 | $747 | 3,295 | 0.1% |
| Vanguard TAX Managed Intl FD(VEA) | FTSE DEV MKT ETF | 921943858 | $723 | 16,402 | 0.1% |
| Schwab Strategic TR(SCHA) | US SML CAP ETF | 808524607 | $716 | 9,467 | 0.1% |
| Abbott Labs(ABT) | COM | 002824100 | $665 | 7,660 | 0.1% |
| Vanguard BD Index FD Inc(BND) | TOTAL BND MRKT | 921937835 | $645 | 7,693 | 0.1% |
| Microsoft Corp(MSFT) | COM | 594918104 | $591 | 3,747 | 0.1% |
| Ishares TR(IVV) | CORE S&P500 ETF | 464287200 | $475 | 1,469 | 0.1% |
| AT&T Inc(T) | COM | 00206R102 | $447 | 11,421 | 0.1% |
| S&P Global Inc(SPGI) | COM | 78409V104 | $437 | 1,600 | 0.1% |
| Procter & Gamble Co(PG) | COM | 742718109 | $399 | 3,199 | 0.0% |
| Vanguard Star FD(VXUS) | VG TL INTL STK F | 921909768 | $336 | 6,041 | 0.0% |
| Spdr Series Trust(JNK) | BLOOMBERG BRCLYS | 78468R622 | $326 | 2,979 | 0.0% |
| Schwab Strategic TR(SCHZ) | US AGGREGATE B | 808524839 | $315 | 5,899 | 0.0% |
| Colgate Palmolive Co(CL) | COM | 194162103 | $306 | 4,451 | 0.0% |
| Comcast Corp New(CMCSA) | CL A | 20030N101 | $303 | 6,750 | 0.0% |
| Fulton Finl Corp PA(FULT) | COM | 360271100 | $302 | 17,325 | 0.0% |
| Facebook Inc(META) | CL A | 30303M102 | $302 | 1,471 | 0.0% |
| Pepsico Inc(PEP) | COM | 713448108 | $298 | 2,181 | 0.0% |
| Vanguard BD Index FD Inc(BSV) | SHORT TRM BOND | 921937827 | $287 | 3,560 | 0.0% |
| Spdr S&P 500 ETF TR(SPY) | TR UNIT | 78462F103 | $283 | 880 | 0.0% |
| Mcdonalds Corp(MCD) | COM | 580135101 | $275 | 1,390 | 0.0% |
| Amazon COM Inc(AMZN) | COM | 023135106 | $270 | 146 | 0.0% |
| Vanguard Index FDS(VOO) | S&P 500 ETF SHS | 922908363 | $264 | 894 | 0.0% |
| Pfizer Inc(PFE) | COM | 717081103 | $263 | 6,713 | 0.0% |