Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| VANGUARD INDEX FDS | 0 | 59,999 | +59,999 | 0 | 17 | 10.95% | +17 |
| VANGUARD INDEX FDS | 0 | 54,225 | +54,225 | 0 | 13 | 8.40% | +13 |
| VANGUARD INDEX FDS | 0 | 30,595 | +30,595 | 0 | 12 | 7.91% | +12 |
| VANGUARD INDEX FDS | 0 | 32,469 | +32,469 | 0 | 9 | 5.92% | +9 |
| VANGUARD WORLD FD | 0 | 25,655 | +25,655 | 0 | 7 | 4.31% | +7 |
| VANGUARD SPECIALIZED FUNDS | 0 | 24,459 | +24,459 | 0 | 6 | 4.29% | +6 |
| VANGUARD STAR FDS | 0 | 74,942 | +74,942 | 0 | 5 | 3.55% | +5 |
| APPLE INC(AAPL) | 0 | 18,058 | +18,058 | 0 | 5 | 3.13% | +5 |
| VANGUARD WORLD FD | 0 | 30,803 | +30,803 | 0 | 4 | 2.32% | +4 |
| ISHARES TR | 0 | 21,575 | +21,575 | 0 | 3 | 2.30% | +3 |
| VANGUARD WORLD FD | 0 | 9,415 | +9,415 | 0 | 3 | 2.23% | +3 |
| ISHARES TR | 0 | 7,133 | +7,133 | 0 | 3 | 2.21% | +3 |
| VANGUARD INDEX FDS | 0 | 9,373 | +9,373 | 0 | 2 | 1.65% | +2 |
| INVESCO QQQ TR | 0 | 6,808 | +6,808 | 0 | 2 | 1.24% | +2 |
| VANGUARD INDEX FDS | 0 | 9,486 | +9,486 | 0 | 2 | 1.13% | +2 |
| VANGUARD WHITEHALL FDS | 0 | 5,910 | +5,910 | 0 | 2 | 1.04% | +2 |
| MICROSOFT CORP(MSFT) | 0 | 5,001 | +5,001 | 0 | 1 | 0.84% | +1 |
| ISHARES TR | 0 | 3,207 | +3,207 | 0 | 1 | 0.83% | +1 |
| VANGUARD INTL EQUITY INDEX F | 0 | 21,055 | +21,055 | 0 | 1 | 0.74% | +1 |
| ISHARES TR | 0 | 1,740 | +1,740 | 0 | 1 | 0.69% | +1 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 3,861 | +3,861 | 0 | 1 | 0.69% | +1 |
| VANGUARD TAX-MANAGED FDS | 0 | 13,768 | +13,768 | 0 | 1 | 0.68% | +1 |
| VANGUARD INDEX FDS | 0 | 5,110 | +5,110 | 0 | 1 | 0.66% | +1 |
| VANGUARD INDEX FDS | 0 | 4,879 | +4,879 | 0 | 1 | 0.66% | +1 |
| ISHARES TR | 0 | 5,022 | +5,022 | 0 | 1 | 0.65% | +1 |
| VANGUARD INDEX FDS | 0 | 4,983 | +4,983 | 0 | 1 | 0.61% | +1 |
| VANGUARD INDEX FDS | 0 | 3,496 | +3,496 | 0 | 1 | 0.59% | +1 |
| PROCTER AND GAMBLE CO(PG) | 0 | 4,251 | +4,251 | 0 | 1 | 0.55% | +1 |
| VANGUARD WORLD FD | 0 | 12,858 | +12,858 | 0 | 1 | 0.52% | +1 |
| ISHARES TR | 0 | 5,777 | +5,777 | 0 | 1 | 0.47% | +1 |
| VANGUARD INTL EQUITY INDEX F | 0 | 9,961 | +9,961 | 0 | 1 | 0.42% | +1 |
| AMAZON COM INC(AMZN) | 0 | 2,411 | +2,411 | 0 | 1 | 0.40% | +1 |
| VANGUARD BD INDEX FDS VANGUARD ULTRA | 0 | 158,069 | +158,069 | 0 | 13 | 8.49% | +13 |
| ISHARES TR | 0 | 1,995 | +1,995 | 0 | 0 | 0.28% | 0 |
| ISHARES TR | 2,000 | 6,201 | +4,201 | 0 | 1 | 0.41% | 0 |
| PEPSICO INC(PEP) | 0 | 2,862 | +2,862 | 0 | 0 | 0.28% | 0 |
| WALMART INC(WMT) | 0 | 1,321 | +1,321 | 0 | 0 | 0.27% | 0 |
| HERSHEY CO(HSY) | 0 | 2,413 | +2,413 | 0 | 0 | 0.27% | 0 |
| VANGUARD SCOTTSDALE FDS SHORT TERM TREAS | 4,394 | 10,889 | +6,495 | 0 | 1 | 0.42% | 0 |
| DISNEY WALT CO(DIS) | 0 | 3,809 | +3,809 | 0 | 0 | 0.25% | 0 |
| VANGUARD INDEX FDS | 0 | 2,558 | +2,558 | 0 | 0 | 0.23% | 0 |
| ISHARES TR | 0 | 85 | +85 | 0 | 0 | 0.21% | 0 |
| ISHARES TR CORE 1 5 YR USD | 58,355 | 62,814 | +4,459 | 3 | 3 | 2.04% | 0 |
| ISHARES TR | 0 | 4,468 | +4,468 | 0 | 1 | 0.54% | +1 |
| VANGUARD WORLD FD | 0 | 2,182 | +2,182 | 0 | 0 | 0.18% | 0 |
| ISHARES TR | 0 | 2,818 | +2,818 | 0 | 0 | 0.18% | 0 |
| UNION PAC CORP(UNP) | 0 | 236 | +236 | 0 | 0 | 0.14% | 0 |
| JOHNSON & JOHNSON(JNJ) | 0 | 1,007 | +1,007 | 0 | 0 | 0.13% | 0 |
| AMGEN INC(AMGN) | 0 | 608 | +608 | 0 | 0 | 0.12% | 0 |
| VANGUARD INDEX FDS | 0 | 1,345 | +1,345 | 0 | 0 | 0.11% | 0 |
| COCA COLA CO(KO) | 0 | 2,321 | +2,321 | 0 | 0 | 0.11% | 0 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 1,779 | +1,779 | 0 | 0 | 0.09% | 0 |
| AUTOMATIC DATA PROCESSING IN | 0 | 448 | +448 | 0 | 0 | 0.09% | 0 |
| PFIZER INC(PFE) | 0 | 4,977 | +4,977 | 0 | 0 | 0.09% | 0 |
| NORFOLK SOUTHN CORP(NSC) | 0 | 236 | +236 | 0 | 0 | 0.09% | 0 |
| DIMENSIONAL ETF TRUST INTERNATIONAL | 0 | 3,764 | +3,764 | 0 | 0 | 0.09% | 0 |
| WSFS FINL CORP(WSFS) | 0 | 51 | +51 | 0 | 0 | 0.09% | 0 |
| VANGUARD INDEX FDS | 0 | 1,112 | +1,112 | 0 | 0 | 0.08% | 0 |
| DIMENSIONAL ETF TRUST US SMALL CAP ETF | 0 | 15,338 | +15,338 | 0 | 1 | 0.52% | +1 |
| F N B CORP(FNB) | 0 | 2,064 | +2,064 | 0 | 0 | 0.08% | 0 |
| ISHARES TR | 0 | 1,081 | +1,081 | 0 | 0 | 0.07% | 0 |
| INTERNATIONAL BUSINESS MACHS(IBM) | 0 | 842 | +842 | 0 | 0 | 0.07% | 0 |
| ANALOG DEVICES INC(ADI) | 0 | 525 | +525 | 0 | 0 | 0.07% | 0 |
| SCHWAB STRATEGIC TR | 0 | 254 | +254 | 0 | 0 | 0.07% | 0 |
| PHILLIPS 66(PSX) | 0 | 647 | +647 | 0 | 0 | 0.07% | 0 |
| STARBUCKS CORP(SBUX) | 0 | 299 | +299 | 0 | 0 | 0.07% | 0 |
| VANGUARD WHITEHALL FDS | 0 | 1,219 | +1,219 | 0 | 0 | 0.07% | 0 |
| TEXAS INSTRS INC(TXN) | 0 | 633 | +633 | 0 | 0 | 0.06% | 0 |
| FIFTH THIRD BANCORP(FITB) | 0 | 39 | +39 | 0 | 0 | 0.06% | 0 |
| ISHARES TR | 0 | 796 | +796 | 0 | 0 | 0.06% | 0 |
| MARSH & MCLENNAN COS INC(MRSH) | 0 | 244 | +244 | 0 | 0 | 0.05% | 0 |
| CATERPILLAR INC(CAT) | 0 | 331 | +331 | 0 | 0 | 0.05% | 0 |
| LOCKHEED MARTIN CORP(LMT) | 0 | 516 | +516 | 0 | 0 | 0.05% | 0 |
| TARGET CORP(TGT) | 0 | 763 | +763 | 0 | 0 | 0.05% | 0 |
| ISHARES TR | 0 | 157 | +157 | 0 | 0 | 0.05% | 0 |
| PRUDENTIAL FINL INC(PFH) | 0 | 674 | +674 | 0 | 0 | 0.05% | 0 |
| ISHARES TR | 0 | 63 | +63 | 0 | 0 | 0.04% | 0 |
| TOPBUILD CORP | 0 | 1,473 | +1,473 | 0 | 0 | 0.30% | 0 |
| VANGUARD BD INDEX FDS | 0 | 481 | +481 | 0 | 0 | 0.04% | 0 |
| ISHARES TR | 0 | 98 | +98 | 0 | 0 | 0.04% | 0 |
| AGNICO EAGLE MINES LTD(AEM) | 0 | 510 | +510 | 0 | 0 | 0.04% | 0 |
| CSX CORP(CSX) | 0 | 1,861 | +1,861 | 0 | 0 | 0.04% | 0 |
| VISA INC(V) | 164 | 1,205 | +1,041 | 0 | 0 | 0.07% | 0 |
| ISHARES TR | 0 | 251 | +251 | 0 | 0 | 0.03% | 0 |
| HUNTINGTON BANCSHARES INC(HBAN) | 0 | 15 | +15 | 0 | 0 | 0.03% | 0 |
| MARRIOTT INTL INC NEW(MAR) | 0 | 238 | +238 | 0 | 0 | 0.03% | 0 |
| SHELL PLC(SHEL) | 0 | 182 | +182 | 0 | 0 | 0.03% | 0 |
| THE CIGNA GROUP(CI) | 0 | 658 | +658 | 0 | 0 | 0.03% | 0 |
| BANK AMERICA CORP | 0 | 1,087 | +1,087 | 0 | 0 | 0.03% | 0 |
| RTX CORPORATION(RTX) | 0 | 337 | +337 | 0 | 0 | 0.03% | 0 |
| SPDR INDEX SHS FDS ST STR PO EX ETF | 0 | 17,089 | +17,089 | 0 | 1 | 0.45% | +1 |
| HOME DEPOT INC(HD) | 0 | 366 | +366 | 0 | 0 | 0.03% | 0 |
| GE AEROSPACE(GE) | 0 | 731 | +731 | 0 | 0 | 0.03% | 0 |
| ISHARES TR | 0 | 136 | +136 | 0 | 0 | 0.03% | 0 |
| ISHARES TR CORE MSCI EAFE | 122 | 483 | +361 | 0 | 0 | 0.03% | 0 |
| MCKESSON CORP(MCK) | 373 | 672 | +299 | 0 | 0 | 0.17% | 0 |
| PEMBINA PIPELINE CORP(PBA) | 0 | 40 | +40 | 0 | 0 | 0.02% | 0 |
| BANK NEW YORK MELLON CORP | 0 | 409 | +409 | 0 | 0 | 0.02% | 0 |
| AT&T INC(T) | 1,580 | 1,635 | +55 | 0 | 0 | 0.04% | 0 |
| EBAY INC.(EBAY) | 0 | 67 | +67 | 0 | 0 | 0.02% | 0 |