Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SPDR SER TR ST STR P400MID | 204,818 | 480,814 | +275,996 | 11,201 | 24,608 | 2.32% | +13,407 |
| SPDR SER TR ST STR SP600 SML | 151,830 | 411,535 | +259,705 | 6,820 | 16,774 | 1.58% | +9,954 |
| ISHARES TR CORE MSCI EAFE | 1,113,764 | 1,151,203 | +37,439 | 78,275 | 87,089 | 8.21% | +8,813 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 318,482 | 370,882 | +52,400 | 18,472 | 22,030 | 2.08% | +3,558 |
| ISHARES INC CORE MSCI EMKT | 308,309 | 334,123 | +25,814 | 16,100 | 18,033 | 1.70% | +1,933 |
| PROLOGIS INC.(PLD) | 0 | 12,473 | +12,473 | 0 | 1,394 | 0.13% | +1,394 |
| SCHWAB STRATEGIC TR | 825,170 | 816,291 | -8,879 | 15,266 | 16,146 | 1.52% | +881 |
| VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | 344,507 | 353,531 | +9,024 | 15,620 | 16,372 | 1.54% | +752 |
| BERKSHIRE HATHAWAY INC DEL | 8,541 | 8,589 | +48 | 3,871 | 4,574 | 0.43% | +703 |
| COCA COLA CO(KO) | 7,584 | 15,043 | +7,459 | 472 | 1,077 | 0.10% | +605 |
| ABBVIE INC(ABBV) | 15,655 | 15,991 | +336 | 2,782 | 3,350 | 0.32% | +569 |
| YORK WTR CO(YORW) | 0 | 14,412 | +14,412 | 0 | 500 | 0.05% | +500 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 20,473 | 20,463 | -10 | 3,051 | 3,530 | 0.33% | +479 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 13,821 | 14,031 | +210 | 3,038 | 3,489 | 0.33% | +451 |
| JPMORGAN CHASE & CO.(JPM) | 24,183 | 25,456 | +1,273 | 5,797 | 6,244 | 0.59% | +447 |
| ROPER TECHNOLOGIES INC(ROP) | 7,241 | 7,140 | -101 | 3,764 | 4,210 | 0.40% | +446 |
| DISNEY WALT CO(DIS) | 0 | 4,319 | +4,319 | 0 | 426 | 0.04% | +426 |
| DUKE ENERGY CORP NEW(DUK) | 0 | 3,404 | +3,404 | 0 | 415 | 0.04% | +415 |
| VANGUARD SCOTTSDALE FDS INT-TERM CORP | 234,318 | 235,057 | +739 | 18,809 | 19,218 | 1.81% | +410 |
| ISHARES TR | 48,122 | 51,146 | +3,024 | 4,663 | 5,059 | 0.48% | +396 |
| PROCTER AND GAMBLE CO(PG) | 17,836 | 19,809 | +1,973 | 2,990 | 3,376 | 0.32% | +386 |
| WELLS FARGO CO NEW(WFC) | 3,072 | 8,185 | +5,113 | 216 | 588 | 0.06% | +372 |
| 3M CO(MMM) | 0 | 2,279 | +2,279 | 0 | 335 | 0.03% | +335 |
| SPDR SER TR ST STR P500GRW | 29,412 | 35,943 | +6,531 | 2,585 | 2,889 | 0.27% | +303 |
| ISHARES TR | 210,859 | 208,996 | -1,863 | 19,332 | 19,600 | 1.85% | +268 |
| COSTCO WHSL CORP NEW(COST) | 16,303 | 16,077 | -226 | 14,938 | 15,206 | 1.43% | +268 |
| NORTHERN LTS FD TR IV INSPIRE 100 ETF | 0 | 6,177 | +6,177 | 0 | 237 | 0.02% | +237 |
| MASTERCARD INCORPORATED(MA) | 19,589 | 19,229 | -360 | 10,315 | 10,540 | 0.99% | +225 |
| ELI LILLY & CO(LLY) | 2,726 | 2,812 | +86 | 2,104 | 2,323 | 0.22% | +218 |
| AT&T INC(T) | 33,568 | 34,349 | +781 | 764 | 971 | 0.09% | +207 |
| GE AEROSPACE(GE) | 0 | 1,016 | +1,016 | 0 | 203 | 0.02% | +203 |
| VANGUARD TAX-MANAGED FDS | 48,450 | 49,396 | +946 | 2,317 | 2,511 | 0.24% | +194 |
| ISHARES TR | 1,160,849 | 1,242,930 | +82,081 | 72,332 | 72,525 | 6.83% | +192 |
| EOG RES INC(EOG) | 20,921 | 21,285 | +364 | 2,565 | 2,730 | 0.26% | +165 |
| MERCK & CO INC(MRK) | 10,361 | 13,291 | +2,930 | 1,031 | 1,193 | 0.11% | +162 |
| PHILIP MORRIS INTL INC(PM) | 17,538 | 14,308 | -3,230 | 2,111 | 2,271 | 0.21% | +160 |
| MCDONALDS CORP(MCD) | 9,841 | 9,584 | -257 | 2,853 | 2,994 | 0.28% | +141 |
| CROWDSTRIKE HLDGS INC(CRWD) | 8,402 | 8,521 | +119 | 2,875 | 3,004 | 0.28% | +130 |
| SPDR SER TR ST STR P500VAL | 13,490 | 16,041 | +2,551 | 690 | 819 | 0.08% | +129 |
| VISA INC(V) | 2,030 | 2,189 | +159 | 641 | 767 | 0.07% | +126 |
| ISHARES TR CORE MSCI TOTAL | 6,083 | 7,515 | +1,432 | 402 | 525 | 0.05% | +122 |
| MICRON TECHNOLOGY INC(MU) | 24,804 | 25,366 | +562 | 2,088 | 2,204 | 0.21% | +117 |
| CISCO SYS INC(CSCO) | 5,156 | 6,777 | +1,621 | 305 | 418 | 0.04% | +113 |
| MARKEL GROUP INC(MKL) | 778 | 778 | 0 | 1,343 | 1,455 | 0.14% | +112 |
| JOHNSON & JOHNSON(JNJ) | 31,025 | 27,680 | -3,345 | 4,487 | 4,590 | 0.43% | +104 |
| UNION PAC CORP(UNP) | 18,361 | 18,139 | -222 | 4,187 | 4,285 | 0.40% | +98 |
| SPDR SER TR ST INTER BD ETF | 37,539 | 39,907 | +2,368 | 1,230 | 1,327 | 0.12% | +97 |
| GENERAL DYNAMICS CORP(GD) | 7,409 | 7,512 | +103 | 1,952 | 2,048 | 0.19% | +96 |
| SPDR SER TR ST INTER ETF | 42,636 | 44,903 | +2,267 | 1,189 | 1,283 | 0.12% | +95 |
| ABBOTT LABS | 3,773 | 3,783 | +10 | 427 | 502 | 0.05% | +75 |
| PPL CORP(PPL) | 19,913 | 19,921 | +8 | 646 | 719 | 0.07% | +73 |
| HEICO CORP NEW(HEI) | 1,928 | 1,929 | +1 | 458 | 515 | 0.05% | +57 |
| BANK NEW YORK MELLON CORP | 7,669 | 7,675 | +6 | 589 | 644 | 0.06% | +54 |
| PEPSICO INC(PEP) | 13,343 | 13,878 | +535 | 2,029 | 2,081 | 0.20% | +52 |
| AUTOMATIC DATA PROCESSING IN | 7,999 | 7,834 | -165 | 2,342 | 2,393 | 0.23% | +52 |
| FRANKLIN FINL SVCS CORP(FRAF) | 9,166 | 9,180 | +14 | 274 | 325 | 0.03% | +51 |
| VERIZON COMMUNICATIONS INC(VZ) | 6,043 | 6,448 | +405 | 242 | 292 | 0.03% | +51 |
| ISHARES TR | 7,496 | 7,544 | +48 | 567 | 617 | 0.06% | +50 |
| AMGEN INC(AMGN) | 953 | 956 | +3 | 249 | 298 | 0.03% | +49 |
| HEICO CORP NEW | 1,785 | 1,786 | +1 | 332 | 377 | 0.04% | +45 |
| ONEOK INC NEW(OKE) | 13,064 | 13,615 | +551 | 1,312 | 1,351 | 0.13% | +39 |
| SCHWAB STRATEGIC TR | 13,106 | 14,141 | +1,035 | 358 | 395 | 0.04% | +37 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 5,689 | 5,539 | -150 | 430 | 467 | 0.04% | +37 |
| BANK AMERICA CORP | 6,102 | 7,189 | +1,087 | 268 | 300 | 0.03% | +32 |
| VANGUARD STAR FDS | 13,722 | 13,457 | -265 | 809 | 836 | 0.08% | +27 |
| MID-AMER APT CMNTYS INC(MAA) | 5,722 | 5,430 | -292 | 884 | 910 | 0.09% | +26 |
| PACER FDS TR US CASH COWS 100 | 15,709 | 16,663 | +954 | 887 | 912 | 0.09% | +25 |
| VEEVA SYS INC(VEEV) | 1,042 | 1,042 | 0 | 219 | 241 | 0.02% | +22 |
| GAMING & LEISURE PPTYS INC(GLPI) | 5,654 | 5,730 | +76 | 272 | 292 | 0.03% | +19 |
| RTX CORPORATION(RTX) | 2,698 | 2,490 | -208 | 312 | 330 | 0.03% | +18 |
| HERSHEY CO(HSY) | 6,877 | 6,891 | +14 | 1,165 | 1,179 | 0.11% | +14 |
| ACNB CORP | 10,098 | 10,098 | 0 | 402 | 416 | 0.04% | +13 |
| NETFLIX INC(NFLX) | 292 | 292 | 0 | 260 | 272 | 0.03% | +12 |
| FORD MTR CO(F) | 34,724 | 35,229 | +505 | 344 | 353 | 0.03% | +10 |
| ILLINOIS TOOL WKS INC(ITW) | 7,288 | 7,487 | +199 | 1,848 | 1,857 | 0.17% | +9 |
| TJX COS INC NEW(TJX) | 2,236 | 2,286 | +50 | 270 | 278 | 0.03% | +8 |
| DEERE & CO(DE) | 1,320 | 1,205 | -115 | 559 | 565 | 0.05% | +6 |
| GSK PLC(GSK) | 8,024 | 7,083 | -941 | 271 | 274 | 0.03% | +3 |
| DIMENSIONAL ETF TRUST US MKTWIDE VALUE | 6,288 | 6,288 | 0 | 257 | 259 | 0.02% | +2 |
| CITIGROUP INC(C) | 2,962 | 2,962 | 0 | 208 | 210 | 0.02% | +2 |
| EASTMAN CHEM CO(EMN) | 14,300 | 14,834 | +534 | 1,306 | 1,307 | 0.12% | +1 |
| ISHARES TR | 1,933 | 1,943 | +10 | 206 | 205 | 0.02% | -1 |
| KINDER MORGAN INC DEL(KMI) | 26,243 | 24,928 | -1,315 | 719 | 711 | 0.07% | -8 |
| LOWES COS INC(LOW) | 1,698 | 1,754 | +56 | 419 | 409 | 0.04% | -10 |
| NUCOR CORP(NUE) | 5,550 | 5,270 | -280 | 648 | 634 | 0.06% | -14 |
| ISHARES TR | 2,252 | 2,252 | 0 | 290 | 275 | 0.03% | -15 |
| MORGAN STANLEY(MS) | 1,767 | 1,769 | +2 | 222 | 206 | 0.02% | -16 |
| L3HARRIS TECHNOLOGIES INC(LHX) | 11,593 | 11,568 | -25 | 2,438 | 2,421 | 0.23% | -16 |
| WISDOMTREE TR(WT) | 15,985 | 15,985 | 0 | 1,294 | 1,277 | 0.12% | -17 |
| GOLDMAN SACHS GROUP INC(GS) | 715 | 716 | +1 | 410 | 391 | 0.04% | -19 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 4,453 | 4,453 | 0 | 290 | 266 | 0.03% | -24 |
| ISHARES TR ESG AWR MSCI USA | 3,714 | 3,724 | +10 | 478 | 454 | 0.04% | -24 |
| ISHARES TR | 1,796 | 1,801 | +5 | 600 | 572 | 0.05% | -28 |
| TRUIST FINL CORP(TFC) | 12,904 | 12,907 | +3 | 560 | 531 | 0.05% | -29 |
| HENRY SCHEIN INC(HSIC) | 5,840 | 5,466 | -374 | 404 | 374 | 0.04% | -30 |
| ACCENTURE PLC IRELAND SHS CLASS A | 795 | 784 | -11 | 280 | 245 | 0.02% | -35 |
| M & T BK CORP(MTB) | 4,559 | 4,572 | +13 | 857 | 817 | 0.08% | -40 |
| CSX CORP(CSX) | 15,303 | 15,304 | +1 | 494 | 450 | 0.04% | -43 |
| VANGUARD SCOTTSDALE FDS VNG RUS2000IDX | 5,314 | 5,330 | +16 | 475 | 430 | 0.04% | -45 |
| SPDR INDEX SHS FDS ST STR ACWI ETF | 18,101 | 15,544 | -2,557 | 506 | 460 | 0.04% | -46 |