Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST US CORE EQT MKT | 0 | 1,824,109 | +1,824,109 | 0 | 77,269 | 11.20% | +77,269 |
| SCHWAB STRATEGIC TR | 0 | 2,949,522 | +2,949,522 | 0 | 72,086 | 10.45% | +72,086 |
| DIMENSIONAL ETF TRUST US COR EQU 2 ETF | 0 | 2,702,281 | +2,702,281 | 0 | 96,850 | 14.04% | +96,850 |
| ISHARES TR | 769,046 | 824,036 | +54,990 | 76,074 | 81,744 | 11.85% | +5,670 |
| ISHARES TR CORE MSCI TOTAL | 265,571 | 280,487 | +14,916 | 18,540 | 21,684 | 3.14% | +3,145 |
| DIMENSIONAL ETF TRUST WORLD EX US CORE | 948,582 | 950,768 | +2,186 | 24,853 | 27,924 | 4.05% | +3,071 |
| ISHARES TR | 207,289 | 210,816 | +3,527 | 20,729 | 23,611 | 3.42% | +2,882 |
| ISHARES TR | 0 | 164,750 | +164,750 | 0 | 18,139 | 2.63% | +18,139 |
| SCHWAB STRATEGIC TR | 0 | 881,493 | +881,493 | 0 | 21,006 | 3.05% | +21,006 |
| NVIDIA CORPORATION(NVDA) | 20,233 | 27,726 | +7,493 | 2,193 | 4,380 | 0.64% | +2,188 |
| ISHARES TR MSCI USA VALUE | 168,703 | 175,147 | +6,444 | 17,992 | 19,828 | 2.87% | +1,836 |
| ISHARES INC CORE MSCI EMKT | 240,951 | 244,076 | +3,125 | 13,004 | 14,652 | 2.12% | +1,648 |
| ISHARES TR | 231,123 | 247,604 | +16,481 | 21,675 | 23,248 | 3.37% | +1,573 |
| ISHARES TR MSCI USA QLT FCT | 0 | 108,297 | +108,297 | 0 | 19,799 | 2.87% | +19,799 |
| MICROSOFT CORP(MSFT) | 7,045 | 7,817 | +772 | 2,645 | 3,888 | 0.56% | +1,244 |
| JPMORGAN CHASE & CO.(JPM) | 3,188 | 5,417 | +2,229 | 782 | 1,571 | 0.23% | +789 |
| ISHARES TR | 166,753 | 167,007 | +254 | 9,828 | 10,602 | 1.54% | +773 |
| ISHARES TR | 0 | 40,545 | +40,545 | 0 | 8,749 | 1.27% | +8,749 |
| ISHARES TR | 0 | 208,214 | +208,214 | 0 | 21,754 | 3.15% | +21,754 |
| META PLATFORMS INC(META) | 2,525 | 2,938 | +413 | 1,456 | 2,169 | 0.31% | +713 |
| SCHWAB STRATEGIC TR | 264,817 | 272,675 | +7,858 | 6,938 | 7,649 | 1.11% | +710 |
| SCHWAB STRATEGIC TR | 447,392 | 470,193 | +22,801 | 10,890 | 11,463 | 1.66% | +574 |
| AMAZON COM INC(AMZN) | 7,411 | 8,772 | +1,361 | 1,410 | 1,924 | 0.28% | +514 |
| CENTESSA PHARMACEUTICALS PLC | 0 | 38,101 | +38,101 | 0 | 501 | 0.07% | +501 |
| PPG INDS INC(PPG) | 0 | 128,440 | +128,440 | 0 | 14,610 | 2.12% | +14,610 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 3,497 | +3,497 | 0 | 477 | 0.07% | +477 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 43,886 | 47,885 | +3,999 | 2,622 | 3,051 | 0.44% | +429 |
| BROADCOM INC(AVGO) | 3,866 | 3,878 | +12 | 647 | 1,069 | 0.15% | +422 |
| VANGUARD INDEX FDS | 13,922 | 13,855 | -67 | 3,826 | 4,211 | 0.61% | +385 |
| ISHARES TR | 76,082 | 79,141 | +3,059 | 8,034 | 8,416 | 1.22% | +382 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 0 | 1,584 | +1,584 | 0 | 359 | 0.05% | +359 |
| ISHARES TR | 8,181 | 7,980 | -201 | 4,597 | 4,955 | 0.72% | +358 |
| GE VERNOVA INC(GEV) | 0 | 597 | +597 | 0 | 316 | 0.05% | +316 |
| ALPHABET INC(GOOG) | 7,358 | 8,097 | +739 | 1,138 | 1,427 | 0.21% | +289 |
| ISHARES GOLD TR(IAU) | 0 | 4,499 | +4,499 | 0 | 281 | 0.04% | +281 |
| ADVANCED MICRO DEVICES INC(AMD) | 2,983 | 3,850 | +867 | 306 | 546 | 0.08% | +240 |
| SERVICENOW INC(NOW) | 0 | 229 | +229 | 0 | 235 | 0.03% | +235 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 0 | 903 | +903 | 0 | 229 | 0.03% | +229 |
| ISHARES TR | 0 | 1,310 | +1,310 | 0 | 227 | 0.03% | +227 |
| GOLDMAN SACHS GROUP INC(GS) | 0 | 312 | +312 | 0 | 221 | 0.03% | +221 |
| TE CONNECTIVITY PLC(TEL) | 0 | 1,275 | +1,275 | 0 | 215 | 0.03% | +215 |
| DISNEY WALT CO(DIS) | 0 | 1,727 | +1,727 | 0 | 214 | 0.03% | +214 |
| ALPHABET INC(GOOG) | 3,844 | 4,573 | +729 | 601 | 811 | 0.12% | +211 |
| VANGUARD WORLD FD INF TECH ETF | 0 | 317 | +317 | 0 | 210 | 0.03% | +210 |
| PUBLIC SVC ENTERPRISE GRP IN(PEG) | 0 | 2,414 | +2,414 | 0 | 203 | 0.03% | +203 |
| VANGUARD INDEX FDS | 3,423 | 3,425 | +2 | 1,759 | 1,946 | 0.28% | +186 |
| ORACLE CORP(ORCL) | 2,265 | 2,285 | +20 | 317 | 500 | 0.07% | +183 |
| VANGUARD STAR FDS | 26,009 | 25,821 | -188 | 1,615 | 1,784 | 0.26% | +169 |
| NETFLIX INC(NFLX) | 325 | 340 | +15 | 303 | 455 | 0.07% | +152 |
| VANGUARD INTL EQUITY INDEX F | 37,462 | 35,954 | -1,508 | 2,272 | 2,417 | 0.35% | +144 |
| TEXAS INSTRS INC(TXN) | 6,780 | 6,468 | -312 | 1,218 | 1,343 | 0.19% | +125 |
| BOEING CO(BA) | 1,548 | 1,803 | +255 | 264 | 378 | 0.05% | +114 |
| VANGUARD TAX-MANAGED FDS | 4,586 | 5,851 | +1,265 | 233 | 334 | 0.05% | +100 |
| WELLS FARGO CO NEW(WFC) | 8,770 | 8,809 | +39 | 630 | 706 | 0.10% | +76 |
| MERIDIAN CORPORATION | 120,380 | 139,726 | +19,346 | 1,733 | 1,801 | 0.26% | +68 |
| PHILIP MORRIS INTL INC(PM) | 1,998 | 2,060 | +62 | 317 | 375 | 0.05% | +58 |
| WALMART INC(WMT) | 4,705 | 4,804 | +99 | 413 | 470 | 0.07% | +57 |
| ISHARES INC ESG AWR MSCI EM | 12,422 | 12,441 | +19 | 434 | 487 | 0.07% | +53 |
| VANGUARD BD INDEX FDS | 18,371 | 18,995 | +624 | 1,349 | 1,399 | 0.20% | +49 |
| TESLA INC(TSLA) | 2,262 | 1,994 | -268 | 586 | 633 | 0.09% | +47 |
| SCHWAB STRATEGIC TR | 16,562 | 17,160 | +598 | 388 | 434 | 0.06% | +46 |
| SPDR GOLD TR(GLD) | 2,552 | 2,552 | 0 | 735 | 778 | 0.11% | +43 |
| BANK AMERICA CORP | 7,915 | 7,825 | -90 | 330 | 370 | 0.05% | +40 |
| VANGUARD INDEX FDS | 732 | 710 | -22 | 271 | 311 | 0.05% | +40 |
| VANGUARD INDEX FDS | 1,753 | 1,758 | +5 | 453 | 492 | 0.07% | +39 |
| ISHARES TR | 1,111 | 1,111 | 0 | 341 | 377 | 0.05% | +36 |
| CISCO SYS INC(CSCO) | 3,267 | 3,419 | +152 | 202 | 237 | 0.03% | +36 |
| S&P GLOBAL INC(SPGI) | 1,788 | 1,790 | +2 | 909 | 944 | 0.14% | +35 |
| RTX CORPORATION(RTX) | 2,062 | 2,112 | +50 | 273 | 308 | 0.04% | +35 |
| VISA INC(V) | 1,412 | 1,488 | +76 | 495 | 528 | 0.08% | +33 |
| DIMENSIONAL ETF TRUST US EQUI MARK ETF | 4,496 | 4,496 | 0 | 272 | 301 | 0.04% | +29 |
| VANGUARD INDEX FDS | 1,905 | 2,019 | +114 | 329 | 357 | 0.05% | +28 |
| ABBOTT LABS | 3,235 | 3,356 | +121 | 429 | 456 | 0.07% | +27 |
| BLACKROCK ETF TRUST II | 4,595 | 5,033 | +438 | 241 | 266 | 0.04% | +25 |
| VANGUARD INDEX FDS | 5,078 | 4,858 | -220 | 1,126 | 1,151 | 0.17% | +25 |
| COMCAST CORP NEW(CCZ) | 7,728 | 8,647 | +919 | 285 | 309 | 0.04% | +23 |
| ISHARES TR | 650 | 650 | 0 | 207 | 228 | 0.03% | +22 |
| MASTERCARD INCORPORATED(MA) | 650 | 669 | +19 | 356 | 376 | 0.05% | +20 |
| SPDR S&P 500 ETF TR(SPY) | 635 | 606 | -29 | 355 | 374 | 0.05% | +19 |
| PNC FINL SVCS GROUP INC(PNC) | 1,293 | 1,302 | +9 | 227 | 243 | 0.04% | +15 |
| ISHARES TR | 11,480 | 10,483 | -997 | 1,401 | 1,416 | 0.21% | +15 |
| HOME DEPOT INC(HD) | 6,111 | 6,143 | +32 | 2,240 | 2,252 | 0.33% | +13 |
| S & T BANCORP INC(STBA) | 14,256 | 14,252 | -4 | 528 | 539 | 0.08% | +11 |
| LINDE PLC(LIN) | 438 | 455 | +17 | 204 | 214 | 0.03% | +10 |
| AUTOMATIC DATA PROCESSING IN | 908 | 924 | +16 | 277 | 285 | 0.04% | +8 |
| COCA COLA CO(KO) | 3,346 | 3,475 | +129 | 240 | 246 | 0.04% | +6 |
| ISHARES TR CORE UNIVRSL USD | 25,454 | 25,502 | +48 | 1,173 | 1,179 | 0.17% | +6 |
| ELI LILLY & CO(LLY) | 625 | 668 | +43 | 516 | 520 | 0.08% | +5 |
| VANGUARD SCOTTSDALE FDS INTER TERM TREAS | 4,300 | 4,325 | +25 | 255 | 259 | 0.04% | +3 |
| SCHWAB STRATEGIC TR | 13,162 | 13,200 | +38 | 327 | 330 | 0.05% | +3 |
| VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | 9,615 | 9,672 | +57 | 445 | 448 | 0.06% | +3 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | 7,496 | 7,525 | +29 | 440 | 442 | 0.06% | +2 |
| WASTE MGMT INC DEL(WM) | 889 | 900 | +11 | 206 | 206 | 0.03% | 0 |
| COMMUNITY FINANCIAL SYSTEM I(CBU) | 10,934 | 10,934 | 0 | 622 | 622 | 0.09% | 0 |
| VANGUARD INDEX FDS | 2,926 | 2,608 | -318 | 504 | 503 | 0.07% | -1 |
| FULTON FINL CORP PA(FULT) | 27,581 | 27,520 | -61 | 499 | 496 | 0.07% | -2 |
| COSTCO WHSL CORP NEW(COST) | 412 | 390 | -22 | 390 | 386 | 0.06% | -4 |
| DUKE ENERGY CORP NEW(DUK) | 3,087 | 3,107 | +20 | 377 | 367 | 0.05% | -10 |
| SCHWAB STRATEGIC TR | 29,737 | 29,132 | -605 | 689 | 677 | 0.10% | -12 |
| JOHNSON & JOHNSON(JNJ) | 2,578 | 2,650 | +72 | 428 | 405 | 0.06% | -23 |