Fund HoldingsWharton Business Group, LLC

Total Portfolio Value
$1.99M
Total Bought
$188.6K
Total Sold
$108.7K
Net Transaction
+$80.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES INC1,542,9602,094,415+551,455821165.86%+34
ISHARES TR
MSCI EAFE MIN VL
1,605,0741,998,105+393,0311051396.97%+34
INVESCO EXCH TRADED FD TR II1,227,0741,648,222+421,14849814.08%+32
ISHARES TR
MSCI USA QLT FCT
01,285,376+1,285,37601899.52%+189
SELECT SECTOR SPDR TR
ST STR INDL ETF
122,727232,577+109,85012271.33%+14
ISHARES TR
MSCI USA VALUE
1,206,7371,208,647+1,9101091226.15%+13
VANGUARD WHITEHALL FDS735,464772,987+37,52376864.34%+10
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0304,200+304,2000592.95%+59
APPLE INC(AAPL)0452,629+452,6290874.38%+87
SELECT SECTOR SPDR TR
ST STR FINL ETF
424,898519,588+94,69014200.98%+5
SELECT SECTOR SPDR TR
ST STR CARE ETF
0262,104+262,1040361.80%+36
JPMORGAN CHASE & CO(JPM)198,872199,128+25629341.70%+5
ISHARES TR096,380+96,3800462.32%+46
ISHARES TR0225,814+225,8140401.99%+40
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
233,490234,459+96933371.86%+4
ISHARES INC
CORE MSCI EMKT
01,481,004+1,481,0040753.77%+75
SPDR SER TR
ST STR SP BANK
439,481431,631-7,85016201.00%+4
GOLDMAN SACHS GROUP INC(GS)59,32758,712-61519231.14%+3
VANGUARD BD INDEX FDS
VANGUARD ULTRA
4,327,7944,357,674+29,88021321510.84%+3
UNION PAC CORP(UNP)40,80041,734+9348100.52%+2
CATERPILLAR INC(CAT)54,02856,322+2,29415170.84%+2
INVESCO EXCHANGE TRADED FD T
RAFI US 1000 ETF
0561,725+561,7250200.99%+20
VANGUARD SPECIALIZED FUNDS0113,088+113,0880190.97%+19
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
170,724170,724012130.67%+2
QUANTA SVCS INC56,35756,332-2511120.61%+2
ISHARES TR
MSCI INTL QUALTY
386,005386,225+22013150.73%+2
ISHARES TR
CYBERSECURITY
200,110202,015+1,905890.46%+1
BLACKROCK ETF TRUST II593,850598,005+4,15530311.57%+1
ISHARES TR084,935+84,9350110.54%+11
VANGUARD INDEX FDS065,411+65,4110120.59%+12
CUMMINS INC(CMI)57,66959,603+1,93413140.72%+1
ISHARES TR067,110+67,1100180.89%+18
MICROSOFT CORP(MSFT)019,252+19,252070.36%+7
ISHARES TR0486,030+486,0300150.76%+15
GENERAL MTRS CO(GM)107,850121,075+13,225440.22%+1
CSX CORP(CSX)114,680119,855+5,175440.21%+1
ISHARES TR030,264+30,264070.34%+7
TEXTRON INC(TXT)46,48552,320+5,835440.21%+1
CITIGROUP INC(C)042,868+42,868020.11%+2
ISHARES TR
MSCI USA MIN ETF
084,958+84,958070.33%+7
BERKSHIRE HATHAWAY INC DEL73,46373,493+3026261.32%0
ISHARES INC0168,947+168,9470110.56%+11
VANGUARD INTL EQUITY INDEX F0460,974+460,9740190.95%+19
ASML HOLDING N V
N Y REGISTRY SHS
02,575+2,575020.10%+2
ISHARES TR010,949+10,949030.17%+3
MID PENN BANCORP INC(MPB)080,841+80,841020.10%+2
ISHARES TR89,19089,1900330.16%0
ISHARES TR
CORE MSCI EAFE
031,213+31,213020.11%+2
HUNT J B TRANS SVCS INC(JBHT)31,34331,087-256660.31%0
ISHARES TR042,480+42,480040.19%+4
ISHARES TR
FUTU AI TECH ETF
0205,877+205,877070.36%+7
AMAZON COM INC(AMZN)10,33810,3380120.08%0
ISHARES TR
US SML CAP EQT
30,11530,089-26220.09%0
INVESCO QQQ TR0511+511000.01%0
ISHARES TR
FUTU EXPO TE ETF
027,355+27,355020.08%+2
ISHARES TR02,396+2,396000.01%0
VISA INC(V)0778+778000.01%0
ISHARES TR
MSCI USA SZE FT
012,810+12,810020.08%+2
ALPHABET INC(GOOG)42,74741,267-1,480660.29%0
ISHARES TR114,940114,9400660.30%0
S & T BANCORP INC(STBA)25,71925,786+67110.04%0
WELLS FARGO CO NEW(WFC)18,00017,700-300110.04%0
META PLATFORMS INC(META)2,4242,4240110.04%0
ADOBE INC(ADBE)2,5582,393-165110.07%0
INTUIT(INTU)1,0351,0350110.03%0
SPDR SER TR
ST STR SP PHARMA
43,07543,845+770220.09%0
BLACKROCK INC(BLK)6386380010.03%0
INTEL CORP(INTC)19,93516,141-3,794110.04%0
ISHARES TR33,83533,8350110.05%0
FEDEX CORP(FDX)17,36618,531+1,165550.24%0
PNC FINL SVCS GROUP INC(PNC)2,6562,6560000.02%0
LOCKHEED MARTIN CORP(LMT)01,619+1,619010.04%+1
WISDOMTREE TR(WT)10,34510,3450110.04%0
MORGAN STANLEY(MS)5,9395,9390010.03%0
ISHARES TR7,9857,9850010.03%0
INTERCONTINENTAL EXCHANGE IN(ICE)3,4853,4850000.02%0
ACCENTURE PLC IRELAND
SHS CLASS A
1,3501,3500000.02%0
AUTODESK INC1,4451,4450000.02%0
ISHARES TR
ESG MSCI LEADR
05,480+5,480000.02%0
WISDOMTREE TR(WT)6,7106,7100000.02%0
BANK NEW YORK MELLON CORP4,7804,7800000.01%0
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
4,6604,6600000.02%0
ISHARES INC
CUR HD MSCI EM
40,59540,5950110.05%0
FIRST COMWLTH FINL CORP PA(FCF)11,68511,6850000.01%0
JACOBS SOLUTIONS INC(J)82,45586,990+4,53511110.57%0
ISHARES TR
LOW CA OP MS ETF
1,9501,9500000.02%0
ALPHABET INC(GOOG)3,2603,2600000.02%0
ISHARES INC
ESG AWR MSCI EM
016,225+16,225010.03%+1
DISNEY WALT CO(DIS)3,0033,0030000.01%0
ISHARES INC7,5627,5620000.02%0
ELI LILLY & CO(LLY)5755750000.02%0
ISHARES INC8,8608,8600000.01%0
INVESCO EXCH TRADED FD TR II5,2305,2300000.01%0
AMGEN INC(AMGN)1,1241,1240000.02%0
SNOWFLAKE INC(SNOW)2,2001,800-400000.02%0
VANGUARD INDEX FDS1,8581,8580000.01%0
WELLTOWER INC(WELL)2,5552,5550000.01%0
THE CIGNA GROUP(CI)1,5011,5010000.02%0
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
2,8302,8300000.01%0
ISHARES TR5,9605,9600000.02%0
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