Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Invesco Exch Traded Fd Tr IiRAFI DVLPD MRKTS RAFI DVLPD MRKTS | 362,994 | 366,105 | +3,111 | $18.9K | $21.0K | 10.59% | +$2.1K |
| Invesco Exchange Traded Fd TRAFI US 1500 RAFI US 1500 | 229,594 | 231,883 | +2,289 | $8.7K | $9.4K | 4.75% | +$739 |
| Ishares TrINTL SEL DIV ETF | 231,276 | 241,627 | +10,351 | $7.2K | $8.3K | 4.20% | +$1.2K |
| Hartford Fds Exchange TradedMUN OPORTUNITE MUN OPORTUNITE | 203,861 | 215,286 | +11,425 | $7.8K | $8.2K | 4.15% | +$403 |
| Vanguard Charlotte FdsTOTAL INT BD ETF TOTAL INT BD ETF | 159,957 | 162,725 | +2,768 | $7.8K | $8.1K | 4.06% | +$247 |
| Schwab Strategic TrUS DIVIDEND EQ | 276,378 | 292,611 | +16,233 | $7.7K | $7.8K | 3.91% | +$26 |
| Ishares TrCORE DIV GRWTH CORE DIV GRWTH | 99,391 | 107,041 | +7,650 | $6.1K | $6.8K | 3.45% | +$704 |
| NVIDIA Corporation(NVDA) | 43,544 | 43,250 | -294 | $4.7K | $6.8K | 3.44% | +$2.1K |
| Invesco Exch Traded Fd Tr IiRAFI EMRGNG MRKT RAFI EMRGNG MRKT | 269,640 | 269,519 | -121 | $5.9K | $6.3K | 3.18% | +$442 |
| Pimco Etf TrMULTISECTOR BD MULTISECTOR BD | 102,677 | 215,188 | +112,511 | $2.7K | $5.7K | 2.88% | +$3.0K |
| Invesco Exch Traded Fd Tr IiS P INTL LOW | 166,109 | 169,052 | +2,943 | $5.0K | $5.6K | 2.82% | +$563 |
| Invesco Exchange Traded Fd TRAFI US 1000 ETF RAFI US 1000 ETF | 118,875 | 119,189 | +314 | $4.8K | $5.0K | 2.54% | +$234 |
| Broadcom Inc.(AVGO) | 16,896 | 16,394 | -502 | $2.8K | $4.5K | 2.28% | +$1.7K |
| Spdr Series TrustS P DIVID ETF ST STR SP DIV | 33,969 | 32,950 | -1,019 | $4.6K | $4.5K | 2.25% | -$137 |
| Invesco Exchange Traded Fd TS P 500 GARP ETF S&P 500 GARP ETF | 40,222 | 40,681 | +459 | $4.0K | $4.4K | 2.21% | +$364 |
| Apple Inc.(AAPL) | 21,049 | 20,948 | -101 | $4.7K | $4.3K | 2.16% | -$378 |
| Spdr Index Shs FdsMSCI EAFE STRTGC ST STR MSCI EAFE | 45,867 | 44,282 | -1,585 | $3.6K | $3.8K | 1.90% | +$158 |
| Listed Fds TrSHARES FOREIGN SHARES FOREIGN | 130,826 | 124,891 | -5,935 | $3.2K | $3.5K | 1.75% | +$237 |
| Invesco Exch Traded Fd Tr IiS P500 LOW VOL S&P500 LOW VOL | 45,894 | 47,221 | +1,327 | $3.4K | $3.4K | 1.73% | +$10 |
| Vanguard World FdEXTENDED DUR | 48,625 | 43,991 | -4,634 | $3.5K | $3.0K | 1.49% | -$497 |
| Microsoft Corporation(MSFT) | 5,939 | 5,837 | -102 | $2.2K | $2.9K | 1.46% | +$675 |
| Ishares TrMSCI EAFE ETF | 31,079 | 31,541 | +462 | $2.5K | $2.8K | 1.42% | +$279 |
| JPMorgan Chase & Co.(JPM) | 8,362 | 8,291 | -71 | $2.1K | $2.4K | 1.21% | +$353 |
| Vanguard Whitehall FdsINTL DVD ETF | 23,529 | 25,449 | +1,920 | $2.0K | $2.3K | 1.15% | +$341 |
| Invesco Exch Traded Fd Tr IiS P MIDCP LOW | 32,020 | 32,992 | +972 | $2.0K | $2.0K | 1.03% | +$59 |
| Amazon.com, Inc.(AMZN) | 8,952 | 9,117 | +165 | $1.7K | $2.0K | 1.01% | +$297 |
| Ishares IncMSCI Emerging Markets | 29,381 | 30,536 | +1,155 | $1.7K | $1.9K | 0.97% | +$204 |
| Ishares TrCORE S P500 ETF | 3,063 | 3,085 | +22 | $1.7K | $1.9K | 0.97% | +$195 |
| Exxon Mobil Corp | 12,268 | 16,010 | +3,742 | $1.5K | $1.7K | 0.87% | +$267 |
| The Home Depot, Inc.(HD) | 4,618 | 4,609 | -9 | $1.7K | $1.7K | 0.85% | -$3 |
| Spdr Series TrustSSGA US SMAL ETF ST STR R2K LOWV | 12,936 | 13,361 | +425 | $1.6K | $1.7K | 0.84% | +$83 |
| Listed Fds TrSHARES LAG CAP SHARES LAG CAP | 35,837 | 34,357 | -1,480 | $1.6K | $1.7K | 0.84% | +$91 |
| Bank America Corp | 34,705 | 34,715 | +10 | $1.4K | $1.6K | 0.83% | +$195 |
| Schwab Strategic TrFUNDAMENTAL EMER | 0 | 44,607 | +44,607 | $0 | $1.5K | 0.74% | +$1.5K |
| Listed Fds TrSHARES SML CAP SHARES SML CAP | 45,821 | 44,819 | -1,002 | $1.4K | $1.5K | 0.74% | +$34 |
| Ishares TrMSCI Emerging Markets ETF | 26,218 | 26,774 | +556 | $1.1K | $1.3K | 0.65% | +$146 |
| Johnson & Johnson(JNJ) | 8,453 | 8,430 | -23 | $1.4K | $1.3K | 0.65% | -$114 |
| International Business Machines Corporation(IBM) | 4,259 | 4,037 | -222 | $1.1K | $1.2K | 0.60% | +$131 |
| Ishares TrCORE S P MCP ETF | 18,431 | 18,893 | +462 | $1.1K | $1.2K | 0.59% | +$97 |
| GE Aerospace(GE) | 4,350 | 4,350 | 0 | $871 | $1.1K | 0.56% | +$249 |
| State Street SPDR S&P 500 ETF TrustTR UNIT(SPY) | 1,874 | 1,779 | -95 | $1.0K | $1.1K | 0.55% | +$51 |
| Vanguard Intl Equity Index FTT WRLD ST ETF | 8,166 | 8,403 | +237 | $947 | $1.1K | 0.54% | +$133 |
| Mastercard IncorporatedCL A(MA) | 1,909 | 1,897 | -12 | $1.0K | $1.1K | 0.54% | +$20 |
| AbbVie Inc.(ABBV) | 5,717 | 5,694 | -23 | $1.2K | $1.1K | 0.53% | -$141 |
| The Coca-Cola Company(KO) | 14,290 | 14,238 | -52 | $1.0K | $1.0K | 0.51% | -$16 |
| Cisco Systems, Inc.(CSCO) | 13,914 | 13,642 | -272 | $859 | $946 | 0.48% | +$87 |
| Berkshire Hathaway Inc DelCL B | 1,902 | 1,866 | -36 | $1.0K | $906 | 0.46% | -$107 |
| J P Morgan Exchange Traded FNASDAQ EQT PREM NASDAQ EQT PREM | 16,464 | 16,578 | +114 | $853 | $902 | 0.45% | +$49 |
| The Procter & Gamble Company(PG) | 5,796 | 5,601 | -195 | $988 | $892 | 0.45% | -$96 |
| Grayscale Bitcoin Mini Trust ETFSHS NEW(BTC) | 9,424 | 18,598 | +9,174 | $344 | $888 | 0.45% | +$544 |
| Merck & Co., Inc.(MRK) | 9,834 | 9,827 | -7 | $883 | $778 | 0.39% | -$105 |
| Morgan Stanley(MS) | 4,847 | 5,428 | +581 | $565 | $765 | 0.39% | +$200 |
| The York Water Company(YORW) | 25,262 | 23,920 | -1,342 | $876 | $756 | 0.38% | -$120 |
| Ishares TrRUSSELL 2000 ETF | 3,430 | 3,504 | +74 | $684 | $756 | 0.38% | +$72 |
| PepsiCo, Inc.(PEP) | 5,730 | 5,680 | -50 | $859 | $750 | 0.38% | -$109 |
| Altria Group, Inc.(MO) | 12,619 | 12,620 | +1 | $757 | $740 | 0.37% | -$17 |
| Alphabet Inc.CL A(GOOG) | 3,841 | 4,121 | +280 | $594 | $726 | 0.37% | +$132 |
| NextEra Energy, Inc.(NEE) | 9,751 | 10,140 | +389 | $691 | $704 | 0.35% | +$13 |
| McDonald's Corporation(MCD) | 2,292 | 2,397 | +105 | $716 | $700 | 0.35% | -$16 |
| Ssga Active Etf TrGLOBL ALLO ETF ST STR GLOBA ETF | 11,874 | 14,525 | +2,651 | $532 | $683 | 0.34% | +$151 |
| Invesco Qqq TrUNIT SER 1 | 1,248 | 1,227 | -21 | $585 | $677 | 0.34% | +$92 |
| UnitedHealth Group Incorporated(UNH) | 1,798 | 2,118 | +320 | $942 | $661 | 0.33% | -$281 |
| Amgen Inc.(AMGN) | 2,070 | 2,199 | +129 | $645 | $614 | 0.31% | -$31 |
| Walmart Inc.(WMT) | 5,574 | 5,592 | +18 | $489 | $547 | 0.28% | +$58 |
| Palantir Technologies Inc.CL A(PLTR) | 4,000 | 4,000 | 0 | $338 | $545 | 0.27% | +$207 |
| Chevron Corporation(CVX) | 3,967 | 3,721 | -246 | $664 | $533 | 0.27% | -$131 |
| J P Morgan Exchange Traded FEQUITY PREMIUM EQUITY PREMIUM | 7,499 | 9,370 | +1,871 | $428 | $533 | 0.27% | +$105 |
| Vanguard Index FdsTotal Stock Market | 1,744 | 1,746 | +2 | $479 | $531 | 0.27% | +$52 |
| Phillips 66(PSX) | 4,234 | 4,234 | 0 | $523 | $505 | 0.25% | -$18 |
| GE Vernova Inc.(GEV) | 929 | 864 | -65 | $284 | $457 | 0.23% | +$173 |
| Mondelez International, Inc.CL A(MDLZ) | 6,766 | 6,767 | +1 | $459 | $456 | 0.23% | -$3 |
| Virtus Etf Tr IiALPHASIMPLEX MNG ALPHASIMPLEX MNG | 0 | 19,682 | +19,682 | $0 | $444 | 0.22% | +$444 |
| Meta Platforms, Inc.CL A(META) | 598 | 598 | 0 | $345 | $441 | 0.22% | +$96 |
| American Tower Corporation(AMT) | 1,952 | 1,953 | +1 | $425 | $432 | 0.22% | +$7 |
| DENTSPLY SIRONA Inc.(XRAY) | 25,572 | 25,572 | 0 | $382 | $406 | 0.20% | +$24 |
| Orrstown Financial Services, Inc.(ORRF) | 9,222 | 12,445 | +3,223 | $277 | $396 | 0.20% | +$119 |
| Verizon Communications Inc.(VZ) | 8,124 | 8,512 | +388 | $369 | $368 | 0.19% | -$1 |
| Wells Fargo & Company(WFC) | 4,450 | 4,474 | +24 | $319 | $358 | 0.18% | +$39 |
| Eaton Vance Tax Advt Div Inc COM | 9,719 | 14,351 | +4,632 | $226 | $346 | 0.17% | +$120 |
| PayPal Holdings, Inc.(PYPL) | 4,469 | 4,469 | 0 | $292 | $332 | 0.17% | +$40 |
| Marsh & McLennan Companies, Inc.(MRSH) | 1,520 | 1,520 | 0 | $371 | $332 | 0.17% | -$39 |
| Analog Devices, Inc.(ADI) | 1,374 | 1,352 | -22 | $277 | $322 | 0.16% | +$45 |
| Costco Wholesale Corporation(COST) | 325 | 325 | 0 | $307 | $322 | 0.16% | +$15 |
| Visa Inc.CL A(V) | 921 | 897 | -24 | $323 | $319 | 0.16% | -$4 |
| Grayscale Ethereum Mini Trust ETFSHS NEW(ETH) | 21,115 | 13,452 | -7,663 | $364 | $319 | 0.16% | -$45 |
| Vanguard Star FdsVG TL INTL STK F | 4,590 | 4,604 | +14 | $285 | $318 | 0.16% | +$33 |
| Tesla, Inc.(TSLA) | 1,970 | 970 | -1,000 | $511 | $308 | 0.16% | -$203 |
| Philip Morris International Inc.(PM) | 1,678 | 1,649 | -29 | $266 | $300 | 0.15% | +$34 |
| Vanguard World FdINF TECH ETF INF TECH ETF | 447 | 447 | 0 | $242 | $296 | 0.15% | +$54 |
| Lemonade, Inc.(LMND) | 6,656 | 6,656 | 0 | $209 | $292 | 0.15% | +$83 |
| Zscaler, Inc.(ZS) | 0 | 853 | +853 | $0 | $268 | 0.13% | +$268 |
| Targa Resources Corp.(TRGP) | 0 | 1,534 | +1,534 | $0 | $267 | 0.13% | +$267 |
| Nuveen Pennsylvania Qlt Mun | 21,982 | 22,181 | +199 | $247 | $249 | 0.13% | +$2 |
| United Parcel Service, Inc.CL B(UPS) | 2,524 | 2,340 | -184 | $278 | $236 | 0.12% | -$42 |
| Paychex, Inc.(PAYX) | 1,559 | 1,559 | 0 | $241 | $227 | 0.11% | -$14 |
| Artesian Res CorpCL A | 7,140 | 6,649 | -491 | $233 | $223 | 0.11% | -$10 |
| Palo Alto Networks, Inc.(PANW) | 0 | 1,078 | +1,078 | $0 | $221 | 0.11% | +$221 |
| Ishares TrRussell 1000 Growth ETF | 0 | 515 | +515 | $0 | $219 | 0.11% | +$219 |
| The Sherwin-Williams Company(SHW) | 624 | 621 | -3 | $218 | $213 | 0.11% | -$5 |
| Rivian Automotive, Inc.CL A(RIVN) | 10,000 | 10,000 | 0 | $125 | $137 | 0.07% | +$12 |