Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 767,095 | 769,046 | +1,951 | 74,331 | 76,074 | 12.14% | +1,743 |
| ISHARES TR CORE MSCI TOTAL | 0 | 265,571 | +265,571 | 0 | 18,540 | 2.96% | +18,540 |
| ISHARES TR | 0 | 166,753 | +166,753 | 0 | 9,828 | 1.57% | +9,828 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 1 | +1 | 0 | 798 | 0.13% | +798 |
| COMMUNITY FINANCIAL SYSTEM I(CBU) | 0 | 10,934 | +10,934 | 0 | 622 | 0.10% | +622 |
| ISHARES TR | 0 | 231,123 | +231,123 | 0 | 21,675 | 3.46% | +21,675 |
| ISHARES TR | 0 | 207,289 | +207,289 | 0 | 20,729 | 3.31% | +20,729 |
| ISHARES INC CORE MSCI EMKT | 0 | 240,951 | +240,951 | 0 | 13,004 | 2.08% | +13,004 |
| ISHARES TR MSCI USA VALUE | 167,139 | 168,703 | +1,564 | 17,652 | 17,992 | 2.87% | +341 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 36,901 | 43,886 | +6,985 | 2,402 | 2,622 | 0.42% | +221 |
| WASTE MGMT INC DEL(WM) | 0 | 889 | +889 | 0 | 206 | 0.03% | +206 |
| LINDE PLC(LIN) | 0 | 438 | +438 | 0 | 204 | 0.03% | +204 |
| SCHWAB STRATEGIC TR | 60,549 | 65,819 | +5,270 | 1,654 | 1,840 | 0.29% | +186 |
| SPDR GOLD TR(GLD) | 2,552 | 2,552 | 0 | 618 | 735 | 0.12% | +117 |
| ABBVIE INC(ABBV) | 5,219 | 4,937 | -282 | 927 | 1,034 | 0.17% | +107 |
| PHILIP MORRIS INTL INC(PM) | 1,781 | 1,998 | +217 | 214 | 317 | 0.05% | +103 |
| VANGUARD STAR FDS | 25,730 | 26,009 | +279 | 1,516 | 1,615 | 0.26% | +99 |
| SCHWAB STRATEGIC TR | 449,114 | 447,392 | -1,722 | 10,806 | 10,890 | 1.74% | +84 |
| VANGUARD BD INDEX FDS | 18,149 | 18,371 | +222 | 1,305 | 1,349 | 0.22% | +44 |
| ABBOTT LABS | 3,410 | 3,235 | -175 | 386 | 429 | 0.07% | +43 |
| BLACKROCK ETF TRUST II | 3,915 | 4,595 | +680 | 204 | 241 | 0.04% | +37 |
| DUKE ENERGY CORP NEW(DUK) | 3,171 | 3,087 | -84 | 342 | 377 | 0.06% | +35 |
| VISA INC(V) | 1,507 | 1,412 | -95 | 476 | 495 | 0.08% | +19 |
| EXXON MOBIL CORP | 7,262 | 6,716 | -546 | 781 | 799 | 0.13% | +18 |
| SCHWAB STRATEGIC TR | 29,622 | 29,737 | +115 | 672 | 689 | 0.11% | +16 |
| COSTCO WHSL CORP NEW(COST) | 408 | 412 | +4 | 374 | 390 | 0.06% | +16 |
| MCDONALDS CORP(MCD) | 1,853 | 1,770 | -83 | 537 | 553 | 0.09% | +16 |
| VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | 9,489 | 9,615 | +126 | 430 | 445 | 0.07% | +15 |
| PROLOGIS INC.(PLD) | 3,909 | 3,830 | -79 | 413 | 428 | 0.07% | +15 |
| RTX CORPORATION(RTX) | 2,231 | 2,062 | -169 | 258 | 273 | 0.04% | +15 |
| BOEING CO(BA) | 1,446 | 1,548 | +102 | 256 | 264 | 0.04% | +8 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | 7,428 | 7,496 | +68 | 432 | 440 | 0.07% | +8 |
| SCHWAB STRATEGIC TR | 13,155 | 13,162 | +7 | 320 | 327 | 0.05% | +8 |
| JOHNSON & JOHNSON(JNJ) | 2,919 | 2,578 | -341 | 422 | 428 | 0.07% | +5 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 4,324 | 4,300 | -24 | 251 | 255 | 0.04% | +5 |
| WELLS FARGO CO NEW(WFC) | 0 | 8,770 | +8,770 | 0 | 630 | 0.10% | +630 |
| ELI LILLY & CO(LLY) | 672 | 625 | -47 | 519 | 516 | 0.08% | -3 |
| S&P GLOBAL INC(SPGI) | 1,833 | 1,788 | -45 | 913 | 909 | 0.15% | -4 |
| SPDR S&P 500 ETF TR(SPY) | 615 | 635 | +20 | 360 | 355 | 0.06% | -5 |
| AUTOMATIC DATA PROCESSING IN | 977 | 908 | -69 | 286 | 277 | 0.04% | -9 |
| NETFLIX INC(NFLX) | 353 | 325 | -28 | 315 | 303 | 0.05% | -12 |
| CISCO SYS INC(CSCO) | 3,609 | 3,267 | -342 | 214 | 202 | 0.03% | -12 |
| DIMENSIONAL ETF TRUST US EQUI MARK ETF | 4,496 | 4,496 | 0 | 287 | 272 | 0.04% | -15 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 442 | 430 | -12 | 230 | 214 | 0.03% | -16 |
| S & T BANCORP INC(STBA) | 14,252 | 14,256 | +4 | 545 | 528 | 0.08% | -17 |
| ISHARES TR | 1,111 | 1,111 | 0 | 358 | 341 | 0.05% | -17 |
| LOWES COS INC(LOW) | 1,872 | 1,894 | +22 | 462 | 442 | 0.07% | -20 |
| ISHARES TR | 680 | 650 | -30 | 227 | 207 | 0.03% | -21 |
| COCA COLA CO(KO) | 4,265 | 3,346 | -919 | 266 | 240 | 0.04% | -26 |
| JPMORGAN CHASE & CO.(JPM) | 3,382 | 3,188 | -194 | 811 | 782 | 0.12% | -29 |
| UNITEDHEALTH GROUP INC(UNH) | 875 | 789 | -86 | 442 | 413 | 0.07% | -29 |
| PNC FINL SVCS GROUP INC(PNC) | 1,342 | 1,293 | -49 | 259 | 227 | 0.04% | -32 |
| FULTON FINL CORP PA(FULT) | 27,581 | 27,581 | 0 | 532 | 499 | 0.08% | -33 |
| ISHARES INC ESG AWR MSCI EM | 14,221 | 12,422 | -1,799 | 475 | 434 | 0.07% | -41 |
| BANK AMERICA CORP | 8,450 | 7,915 | -535 | 371 | 330 | 0.05% | -41 |
| COMCAST CORP NEW(CCZ) | 8,791 | 7,728 | -1,063 | 330 | 285 | 0.05% | -45 |
| VANGUARD MUN BD FDS | 0 | 94,648 | +94,648 | 0 | 4,696 | 0.75% | +4,696 |
| NEW JERSEY RES CORP(NJR) | 5,454 | 4,143 | -1,311 | 254 | 203 | 0.03% | -51 |
| MASTERCARD INCORPORATED(MA) | 778 | 650 | -128 | 410 | 356 | 0.06% | -53 |
| ADVANCED MICRO DEVICES INC(AMD) | 0 | 2,983 | +2,983 | 0 | 306 | 0.05% | +306 |
| VANGUARD INDEX FDS | 2,287 | 1,905 | -382 | 387 | 329 | 0.05% | -58 |
| VANGUARD INDEX FDS | 1,940 | 1,753 | -187 | 512 | 453 | 0.07% | -59 |
| DIMENSIONAL ETF TRUST WORLD EX US CORE | 0 | 948,582 | +948,582 | 0 | 24,853 | 3.97% | +24,853 |
| ISHARES TR | 11,378 | 11,480 | +102 | 1,463 | 1,401 | 0.22% | -63 |
| VANGUARD SPECIALIZED FUNDS | 2,901 | 2,562 | -339 | 568 | 497 | 0.08% | -71 |
| TEXAS INSTRS INC(TXN) | 6,886 | 6,780 | -106 | 1,291 | 1,218 | 0.19% | -73 |
| MERCK & CO INC(MRK) | 2,967 | 2,374 | -593 | 295 | 213 | 0.03% | -82 |
| WALMART INC(WMT) | 5,482 | 4,705 | -777 | 495 | 413 | 0.07% | -82 |
| VANGUARD INDEX FDS | 867 | 732 | -135 | 356 | 271 | 0.04% | -84 |
| ORACLE CORP(ORCL) | 2,407 | 2,265 | -142 | 401 | 317 | 0.05% | -84 |
| CHEVRON CORP NEW(CVX) | 2,154 | 1,306 | -848 | 312 | 219 | 0.03% | -93 |
| META PLATFORMS INC(META) | 2,678 | 2,525 | -153 | 1,568 | 1,456 | 0.23% | -113 |
| SCHWAB STRATEGIC TR | 19,492 | 16,562 | -2,930 | 504 | 388 | 0.06% | -116 |
| PROCTER AND GAMBLE CO(PG) | 4,564 | 3,657 | -907 | 765 | 623 | 0.10% | -142 |
| ALPHABET INC(GOOG) | 4,068 | 3,844 | -224 | 775 | 601 | 0.10% | -174 |
| HOME DEPOT INC(HD) | 6,241 | 6,111 | -130 | 2,428 | 2,240 | 0.36% | -188 |
| VANGUARD INDEX FDS | 3,618 | 3,423 | -195 | 1,949 | 1,759 | 0.28% | -190 |
| PEPSICO INC(PEP) | 1,315 | 0 | -1,315 | 200 | 0 | — | -200 |
| PUBLIC SVC ENTERPRISE GRP IN(PEG) | 2,436 | 0 | -2,436 | 206 | 0 | — | -206 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 904 | 0 | -904 | 210 | 0 | — | -210 |
| ISHARES TR CORE UNIVRSL USD | 30,924 | 25,454 | -5,470 | 1,398 | 1,173 | 0.19% | -225 |
| DISNEY WALT CO(DIS) | 2,073 | 0 | -2,073 | 231 | 0 | — | -231 |
| VANGUARD INDEX FDS | 5,662 | 5,078 | -584 | 1,360 | 1,126 | 0.18% | -234 |
| SERVICENOW INC(NOW) | 223 | 0 | -223 | 236 | 0 | — | -236 |
| VANGUARD INTL EQUITY INDEX F | 0 | 37,462 | +37,462 | 0 | 2,272 | 0.36% | +2,272 |
| VANGUARD INDEX FDS | 3,902 | 2,926 | -976 | 741 | 504 | 0.08% | -237 |
| MERIDIAN CORPORATION | 143,834 | 120,380 | -23,454 | 1,972 | 1,733 | 0.28% | -238 |
| BROADCOM INC(AVGO) | 3,854 | 3,866 | +12 | 894 | 647 | 0.10% | -246 |
| SALESFORCE INC(CRM) | 834 | 0 | -834 | 279 | 0 | — | -279 |
| TESLA INC(TSLA) | 2,261 | 2,262 | +1 | 913 | 586 | 0.09% | -327 |
| VANGUARD TAX-MANAGED FDS | 12,141 | 4,586 | -7,555 | 581 | 233 | 0.04% | -347 |
| MORGAN STANLEY(MS) | 2,949 | 0 | -2,949 | 371 | 0 | — | -371 |
| ALPHABET INC(GOOG) | 8,441 | 7,358 | -1,083 | 1,598 | 1,138 | 0.18% | -460 |
| ISHARES TR | 81,190 | 76,082 | -5,108 | 8,564 | 8,034 | 1.28% | -530 |
| VANGUARD INDEX FDS | 15,032 | 13,922 | -1,110 | 4,356 | 3,826 | 0.61% | -530 |
| MICROSOFT CORP(MSFT) | 7,546 | 7,045 | -501 | 3,180 | 2,645 | 0.42% | -536 |
| ISHARES TR | 8,726 | 8,181 | -545 | 5,137 | 4,597 | 0.73% | -540 |
| AMAZON COM INC(AMZN) | 9,067 | 7,411 | -1,656 | 1,989 | 1,410 | 0.23% | -579 |
| SCHWAB STRATEGIC TR | 272,555 | 264,817 | -7,738 | 7,553 | 6,938 | 1.11% | -614 |
| NVIDIA CORPORATION(NVDA) | 22,794 | 20,233 | -2,561 | 3,061 | 2,193 | 0.35% | -868 |