Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DIMENSIONAL ETF TRUST US COR EQU 2 ETF | 0 | 3,055,719 | +3,055,719 | 0 | 89,319 | 17.05% | +89,319 |
| SCHWAB STRATEGIC TR | 1,059,541 | 1,052,104 | -7,437 | 53,613 | 59,339 | 11.33% | +5,726 |
| DIMENSIONAL ETF TRUST US CORE EQT MKT | 1,899,194 | 1,874,439 | -24,755 | 56,881 | 62,325 | 11.90% | +5,444 |
| ISHARES TR | 494,811 | 497,576 | +2,765 | 46,532 | 49,384 | 9.43% | +2,852 |
| SCHWAB STRATEGIC TR | 345,430 | 346,540 | +1,110 | 17,220 | 19,292 | 3.68% | +2,072 |
| VANGUARD MUN BD FDS | 26,771 | 61,512 | +34,741 | 1,288 | 3,140 | 0.60% | +1,853 |
| ISHARES TR MSCI USA QLT FCT | 117,283 | 117,193 | -90 | 15,457 | 17,244 | 3.29% | +1,787 |
| ISHARES TR MSCI USA VALUE | 136,231 | 138,895 | +2,664 | 12,359 | 14,051 | 2.68% | +1,692 |
| DIMENSIONAL ETF TRUST WORLD EX US CORE | 1,078,675 | 1,058,564 | -20,111 | 24,292 | 25,850 | 4.93% | +1,558 |
| ISHARES TR CORE MSCI TOTAL | 231,338 | 233,942 | +2,604 | 13,878 | 15,190 | 2.90% | +1,312 |
| ISHARES TR | 165,805 | 169,095 | +3,290 | 14,723 | 15,908 | 3.04% | +1,185 |
| ISHARES TR | 45,738 | 45,745 | +7 | 8,084 | 9,181 | 1.75% | +1,098 |
| MERIDIAN CORPORATION | 191,369 | 190,255 | -1,114 | 1,874 | 2,645 | 0.50% | +770 |
| ISHARES TR CORE UNIVRSL USD | 8,300 | 23,595 | +15,295 | 363 | 1,087 | 0.21% | +724 |
| APPLE INC(AAPL) | 32,075 | 32,179 | +104 | 5,492 | 6,195 | 1.18% | +704 |
| SCHWAB STRATEGIC TR | 98,316 | 97,267 | -1,049 | 6,654 | 7,326 | 1.40% | +672 |
| ISHARES TR | 9,575 | 9,814 | +239 | 4,112 | 4,687 | 0.89% | +576 |
| ISHARES INC CORE MSCI EMKT | 130,616 | 133,512 | +2,896 | 6,216 | 6,753 | 1.29% | +537 |
| VERTEX INC(VERX) | 125,865 | 125,865 | 0 | 2,907 | 3,391 | 0.65% | +483 |
| MICROSOFT CORP(MSFT) | 7,056 | 7,194 | +138 | 2,228 | 2,705 | 0.52% | +477 |
| VANGUARD INDEX FDS | 16,406 | 16,288 | -118 | 3,485 | 3,864 | 0.74% | +379 |
| WELLS FARGO CO NEW(WFC) | 41,395 | 41,935 | +540 | 1,691 | 2,064 | 0.39% | +373 |
| VANGUARD INTL EQUITY INDEX F | 45,973 | 49,086 | +3,113 | 2,385 | 2,756 | 0.53% | +371 |
| ISHARES TR | 0 | 3,008 | +3,008 | 0 | 297 | 0.06% | +297 |
| HOME DEPOT INC(HD) | 6,131 | 6,196 | +65 | 1,853 | 2,147 | 0.41% | +294 |
| ADVANCED MICRO DEVICES INC(AMD) | 2,985 | 4,040 | +1,055 | 307 | 596 | 0.11% | +289 |
| SELECT SECTOR SPDR TR ST STR TECHN ETF | 0 | 1,485 | +1,485 | 0 | 286 | 0.05% | +286 |
| AMAZON COM INC(AMZN) | 8,483 | 8,972 | +489 | 1,078 | 1,363 | 0.26% | +285 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 0 | 1,591 | +1,591 | 0 | 251 | 0.05% | +251 |
| BANK AMERICA CORP | 0 | 7,199 | +7,199 | 0 | 242 | 0.05% | +242 |
| NVIDIA CORPORATION(NVDA) | 2,662 | 2,803 | +141 | 1,158 | 1,388 | 0.27% | +230 |
| AMGEN INC(AMGN) | 0 | 751 | +751 | 0 | 216 | 0.04% | +216 |
| ESSENTIAL UTILS INC(WTRG) | 0 | 5,690 | +5,690 | 0 | 213 | 0.04% | +213 |
| INTEL CORP(INTC) | 0 | 4,221 | +4,221 | 0 | 212 | 0.04% | +212 |
| VANGUARD INDEX FDS | 0 | 1,379 | +1,379 | 0 | 206 | 0.04% | +206 |
| SALESFORCE INC(CRM) | 0 | 762 | +762 | 0 | 201 | 0.04% | +201 |
| VANGUARD INDEX FDS | 6,067 | 6,288 | +221 | 1,147 | 1,341 | 0.26% | +194 |
| SCHWAB STRATEGIC TR | 344,685 | 344,667 | -18 | 16,507 | 16,699 | 3.19% | +192 |
| META PLATFORMS INC(META) | 2,973 | 3,062 | +89 | 893 | 1,084 | 0.21% | +191 |
| LAKELAND BANCORP INC | 0 | 11,685 | +11,685 | 0 | 173 | 0.03% | +173 |
| VANGUARD INDEX FDS | 3,786 | 3,785 | -1 | 1,487 | 1,653 | 0.32% | +167 |
| ALPHABET INC(GOOG) | 8,295 | 8,867 | +572 | 1,085 | 1,239 | 0.24% | +153 |
| VANGUARD STAR FDS | 23,110 | 23,923 | +813 | 1,237 | 1,387 | 0.26% | +150 |
| S&P GLOBAL INC(SPGI) | 1,776 | 1,792 | +16 | 649 | 790 | 0.15% | +141 |
| JPMORGAN CHASE & CO(JPM) | 3,624 | 3,869 | +245 | 525 | 658 | 0.13% | +133 |
| ISHARES TR | 12,594 | 12,444 | -150 | 1,186 | 1,309 | 0.25% | +123 |
| VANGUARD BD INDEX FDS | 18,249 | 18,879 | +630 | 1,273 | 1,389 | 0.27% | +115 |
| COMMUNITY BK SYS INC(CBU) | 10,903 | 10,923 | +20 | 460 | 569 | 0.11% | +109 |
| BROADCOM INC(AVGO) | 258 | 289 | +31 | 214 | 322 | 0.06% | +108 |
| SCHWAB STRATEGIC TR | 22,342 | 22,125 | -217 | 1,581 | 1,684 | 0.32% | +103 |
| VANGUARD TAX-MANAGED FDS | 10,687 | 11,817 | +1,130 | 467 | 566 | 0.11% | +99 |
| BOEING CO(BA) | 1,330 | 1,336 | +6 | 255 | 348 | 0.07% | +93 |
| S & T BANCORP INC(STBA) | 14,252 | 14,252 | 0 | 386 | 476 | 0.09% | +90 |
| SCHWAB STRATEGIC TR | 10,480 | 11,066 | +586 | 434 | 523 | 0.10% | +89 |
| VANGUARD INDEX FDS | 4,997 | 4,853 | -144 | 716 | 798 | 0.15% | +82 |
| FULTON FINL CORP PA(FULT) | 18,579 | 18,574 | -5 | 225 | 306 | 0.06% | +81 |
| ISHARES INC ESG AWR MSCI EM | 14,562 | 16,158 | +1,596 | 441 | 518 | 0.10% | +77 |
| PROLOGIS INC.(PLD) | 4,141 | 4,054 | -87 | 465 | 540 | 0.10% | +76 |
| TEXAS INSTRS INC(TXN) | 6,566 | 6,560 | -6 | 1,044 | 1,118 | 0.21% | +74 |
| ABBOTT LABS | 2,834 | 3,096 | +262 | 275 | 341 | 0.07% | +66 |
| MCDONALDS CORP(MCD) | 1,766 | 1,789 | +23 | 465 | 531 | 0.10% | +65 |
| VISA INC(V) | 1,393 | 1,450 | +57 | 320 | 377 | 0.07% | +57 |
| VANGUARD INDEX FDS | 2,226 | 2,234 | +8 | 464 | 520 | 0.10% | +56 |
| VANGUARD SPECIALIZED FUNDS | 3,708 | 3,697 | -11 | 576 | 630 | 0.12% | +54 |
| ALPHABET INC(GOOG) | 3,690 | 3,824 | +134 | 487 | 539 | 0.10% | +52 |
| UNITEDHEALTH GROUP INC(UNH) | 687 | 750 | +63 | 346 | 395 | 0.08% | +48 |
| DISNEY WALT CO(DIS) | 2,644 | 2,903 | +259 | 214 | 262 | 0.05% | +48 |
| ELI LILLY & CO(LLY) | 575 | 607 | +32 | 309 | 354 | 0.07% | +45 |
| ABBVIE INC(ABBV) | 4,633 | 4,715 | +82 | 691 | 731 | 0.14% | +40 |
| ADOBE INC(ADBE) | 448 | 449 | +1 | 228 | 268 | 0.05% | +40 |
| SPDR GOLD TR(GLD) | 1,844 | 1,844 | 0 | 316 | 353 | 0.07% | +36 |
| GRAB HOLDINGS LIMITED CLASS A ORD | 0 | 10,758 | +10,758 | 0 | 36 | 0.01% | +36 |
| DUKE ENERGY CORP NEW(DUK) | 3,243 | 3,306 | +63 | 286 | 321 | 0.06% | +35 |
| COSTCO WHSL CORP NEW(COST) | 392 | 385 | -7 | 222 | 254 | 0.05% | +32 |
| ISHARES TR | 1,111 | 1,111 | 0 | 261 | 291 | 0.06% | +30 |
| GENERAL ELECTRIC CO(GE) | 1,919 | 1,892 | -27 | 212 | 242 | 0.05% | +29 |
| MASTERCARD INCORPORATED(MA) | 769 | 778 | +9 | 304 | 332 | 0.06% | +28 |
| NUCOR CORP(NUE) | 1,390 | 1,406 | +16 | 217 | 245 | 0.05% | +27 |
| LOWES COS INC(LOW) | 1,825 | 1,817 | -8 | 379 | 404 | 0.08% | +25 |
| DIMENSIONAL ETF TRUST US EQUI MARK ETF | 4,496 | 4,496 | 0 | 209 | 233 | 0.04% | +24 |
| VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF | 8,485 | 8,485 | 0 | 371 | 393 | 0.08% | +22 |
| NEW JERSEY RES CORP(NJR) | 5,470 | 5,452 | -18 | 222 | 243 | 0.05% | +21 |
| JOHNSON & JOHNSON(JNJ) | 2,681 | 2,790 | +109 | 418 | 437 | 0.08% | +20 |
| SCHWAB STRATEGIC TR | 15,860 | 15,201 | -659 | 701 | 709 | 0.14% | +7 |
| STARBUCKS CORP(SBUX) | 2,322 | 2,270 | -52 | 212 | 218 | 0.04% | +6 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | 6,648 | 6,648 | 0 | 383 | 388 | 0.07% | +5 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 485 | 450 | -35 | 246 | 239 | 0.05% | -7 |
| TESLA INC(TSLA) | 1,988 | 1,972 | -16 | 497 | 490 | 0.09% | -7 |
| WALMART INC(WMT) | 1,902 | 1,852 | -50 | 304 | 292 | 0.06% | -12 |
| MERCK & CO INC(MRK) | 2,826 | 2,551 | -275 | 291 | 278 | 0.05% | -13 |
| COMCAST CORP NEW(CCZ) | 8,743 | 8,504 | -239 | 388 | 373 | 0.07% | -15 |
| PROCTER AND GAMBLE CO(PG) | 3,665 | 3,536 | -129 | 535 | 518 | 0.10% | -16 |
| ORACLE CORP(ORCL) | 2,658 | 2,477 | -181 | 282 | 261 | 0.05% | -20 |
| CISCO SYS INC(CSCO) | 4,325 | 4,145 | -180 | 233 | 209 | 0.04% | -23 |
| PEPSICO INC(PEP) | 2,245 | 2,081 | -164 | 380 | 353 | 0.07% | -27 |
| CHEVRON CORP NEW(CVX) | 2,106 | 1,950 | -156 | 355 | 291 | 0.06% | -64 |
| SPDR S&P 500 ETF TR(SPY) | 824 | 590 | -234 | 352 | 280 | 0.05% | -72 |
| PFIZER INC(PFE) | 10,589 | 8,883 | -1,706 | 351 | 256 | 0.05% | -96 |
| FORD MTR CO DEL(F) | 10,446 | 0 | -10,446 | 130 | 0 | — | -130 |
| ALTRIA GROUP INC(MO) | 4,824 | 0 | -4,824 | 203 | 0 | — | -203 |