Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Invesco Exch Traded Fd Tr IiRAFI DVLPD MRKTS RAFI DVLPD MRKTS | 366,105 | 366,369 | +264 | $21.0K | $22.41M | 10.27% | +$22.39M |
| Invesco Exchange Traded Fd TRAFI US 1500 RAFI US 1500 | 231,883 | 237,310 | +5,427 | $9.4K | $10.78M | 4.94% | +$10.77M |
| Hartford Fds Exchange TradedMUN OPORTUNITE MUN OPORTUNITE | 215,286 | 245,689 | +30,403 | $8.2K | $9.57M | 4.39% | +$9.57M |
| Ishares TrINTL SEL DIV ETF | 241,627 | 258,137 | +16,510 | $8.3K | $9.43M | 4.32% | +$9.43M |
| Schwab Strategic TrUS DIVIDEND EQ | 292,611 | 308,820 | +16,209 | $7.8K | $8.43M | 3.86% | +$8.42M |
| Vanguard Charlotte FdsTOTAL INT BD ETF TOTAL INT BD ETF | 162,725 | 157,548 | -5,177 | $8.1K | $7.79M | 3.57% | +$7.78M |
| NVIDIA Corporation(NVDA) | 43,250 | 41,741 | -1,509 | $6.8K | $7.79M | 3.57% | +$7.78M |
| Ishares TrCORE DIV GRWTH CORE DIV GRWTH | 107,041 | 110,650 | +3,609 | $6.8K | $7.53M | 3.45% | +$7.53M |
| Invesco Exch Traded Fd Tr IiRAFI EMRGNG MRKT RAFI EMRGNG MRKT | 269,519 | 275,017 | +5,498 | $6.3K | $6.99M | 3.20% | +$6.98M |
| Pimco Etf TrMULTISECTOR BD MULTISECTOR BD | 215,188 | 254,024 | +38,836 | $5.7K | $6.82M | 3.12% | +$6.81M |
| Invesco Exch Traded Fd Tr IiS P INTL LOW | 169,052 | 170,001 | +949 | $5.6K | $5.70M | 2.61% | +$5.69M |
| Invesco Exchange Traded Fd TRAFI US 1000 ETF RAFI US 1000 ETF | 119,189 | 121,329 | +2,140 | $5.0K | $5.49M | 2.51% | +$5.48M |
| Apple Inc.(AAPL) | 20,948 | 20,918 | -30 | $4.3K | $5.33M | 2.44% | +$5.32M |
| Broadcom Inc.(AVGO) | 16,394 | 15,271 | -1,123 | $4.5K | $5.04M | 2.31% | +$5.03M |
| Invesco Exchange Traded Fd TS P 500 GARP ETF S&P 500 GARP ETF | 40,681 | 41,808 | +1,127 | $4.4K | $4.75M | 2.18% | +$4.75M |
| Spdr Series TrustS P DIVID ETF ST STR SP DIV | 32,950 | 32,760 | -190 | $4.5K | $4.59M | 2.10% | +$4.58M |
| Spdr Index Shs FdsMSCI EAFE STRTGC ST STR MSCI EAFE | 44,282 | 43,792 | -490 | $3.8K | $3.85M | 1.76% | +$3.85M |
| Listed Fds TrSHARES FOREIGN SHARES FOREIGN | 124,891 | 123,527 | -1,364 | $3.5K | $3.58M | 1.64% | +$3.58M |
| Invesco Exch Traded Fd Tr IiS P500 LOW VOL S&P500 LOW VOL | 47,221 | 47,752 | +531 | $3.4K | $3.51M | 1.61% | +$3.51M |
| Microsoft Corporation(MSFT) | 5,837 | 5,795 | -42 | $2.9K | $3.00M | 1.37% | +$3.00M |
| Ishares TrMSCI EAFE ETF | 31,541 | 30,842 | -699 | $2.8K | $2.88M | 1.32% | +$2.88M |
| JPMorgan Chase & Co.(JPM) | 8,291 | 8,128 | -163 | $2.4K | $2.56M | 1.17% | +$2.56M |
| Vanguard Whitehall FdsINTL DVD ETF | 25,449 | 28,468 | +3,019 | $2.3K | $2.55M | 1.17% | +$2.55M |
| Amazon.com, Inc.(AMZN) | 9,117 | 10,041 | +924 | $2.0K | $2.20M | 1.01% | +$2.20M |
| Invesco Exch Traded Fd Tr IiS P MIDCP LOW | 32,992 | 33,428 | +436 | $2.0K | $2.12M | 0.97% | +$2.12M |
| Ishares TrCORE S P500 ETF | 3,085 | 3,079 | -6 | $1.9K | $2.06M | 0.94% | +$2.06M |
| Vanguard World FdEXTENDED DUR | 43,991 | 28,857 | -15,134 | $3.0K | $1.98M | 0.90% | +$1.97M |
| Ishares IncMSCI Emerging Markets | 30,536 | 30,753 | +217 | $1.9K | $1.96M | 0.90% | +$1.96M |
| The Home Depot, Inc.(HD) | 4,609 | 4,640 | +31 | $1.7K | $1.88M | 0.86% | +$1.88M |
| Listed Fds TrSHARES LAG CAP SHARES LAG CAP | 34,357 | 34,257 | -100 | $1.7K | $1.79M | 0.82% | +$1.79M |
| Exxon Mobil Corp | 16,010 | 15,865 | -145 | $1.7K | $1.79M | 0.82% | +$1.79M |
| Bank America Corp | 34,715 | 34,155 | -560 | $1.6K | $1.76M | 0.81% | +$1.76M |
| Spdr Series TrustSSGA US SMAL ETF ST STR R2K LOWV | 13,361 | 13,468 | +107 | $1.7K | $1.75M | 0.80% | +$1.75M |
| Schwab Strategic TrFUNDAMENTAL EMER | 44,607 | 45,909 | +1,302 | $1.5K | $1.66M | 0.76% | +$1.66M |
| Listed Fds TrSHARES SML CAP SHARES SML CAP | 44,819 | 45,552 | +733 | $1.5K | $1.62M | 0.74% | +$1.62M |
| Johnson & Johnson(JNJ) | 8,430 | 8,458 | +28 | $1.3K | $1.57M | 0.72% | +$1.57M |
| Ishares TrMSCI Emerging Markets ETF | 26,774 | 26,374 | -400 | $1.3K | $1.41M | 0.65% | +$1.41M |
| GE Aerospace(GE) | 4,350 | 4,282 | -68 | $1.1K | $1.29M | 0.59% | +$1.29M |
| Ishares TrCORE S P MCP ETF | 18,893 | 19,249 | +356 | $1.2K | $1.26M | 0.58% | +$1.25M |
| UnitedHealth Group Incorporated(UNH) | 2,118 | 3,494 | +1,376 | $661 | $1.21M | 0.55% | +$1.21M |
| State Street SPDR S&P 500 ETF TrustTR UNIT(SPY) | 1,779 | 1,780 | +1 | $1.1K | $1.19M | 0.54% | +$1.18M |
| Vanguard Intl Equity Index FTT WRLD ST ETF | 8,403 | 8,328 | -75 | $1.1K | $1.15M | 0.53% | +$1.15M |
| Alphabet Inc.CL A(GOOG) | 4,121 | 4,641 | +520 | $726 | $1.13M | 0.52% | +$1.13M |
| AbbVie Inc.(ABBV) | 5,694 | 4,720 | -974 | $1.1K | $1.09M | 0.50% | +$1.09M |
| International Business Machines Corporation(IBM) | 4,037 | 3,866 | -171 | $1.2K | $1.09M | 0.50% | +$1.09M |
| Mastercard IncorporatedCL A(MA) | 1,897 | 1,897 | 0 | $1.1K | $1.08M | 0.49% | +$1.08M |
| Grayscale Bitcoin Mini Trust ETFSHS NEW(BTC) | 18,598 | 20,624 | +2,026 | $888 | $1.04M | 0.48% | +$1.04M |
| J P Morgan Exchange Traded FNASDAQ EQT PREM NASDAQ EQT PREM | 16,578 | 16,444 | -134 | $902 | $945.8K | 0.43% | +$944.9K |
| The Coca-Cola Company(KO) | 14,238 | 14,165 | -73 | $1.0K | $939.5K | 0.43% | +$938.4K |
| Amgen Inc.(AMGN) | 2,199 | 3,230 | +1,031 | $614 | $911.6K | 0.42% | +$911.0K |
| Cisco Systems, Inc.(CSCO) | 13,642 | 13,239 | -403 | $946 | $905.8K | 0.41% | +$904.8K |
| The Procter & Gamble Company(PG) | 5,601 | 5,716 | +115 | $892 | $878.3K | 0.40% | +$877.4K |
| Merck & Co., Inc.(MRK) | 9,827 | 10,416 | +589 | $778 | $874.2K | 0.40% | +$873.5K |
| Morgan Stanley(MS) | 5,428 | 5,458 | +30 | $765 | $867.5K | 0.40% | +$866.8K |
| Berkshire Hathaway Inc DelCL B | 1,866 | 1,716 | -150 | $906 | $862.7K | 0.40% | +$861.8K |
| Ishares TrRUSSELL 2000 ETF | 3,504 | 3,537 | +33 | $756 | $855.7K | 0.39% | +$855.0K |
| Altria Group, Inc.(MO) | 12,620 | 12,550 | -70 | $740 | $829.1K | 0.38% | +$828.3K |
| Palantir Technologies Inc.CL A(PLTR) | 4,000 | 4,475 | +475 | $545 | $816.3K | 0.37% | +$815.8K |
| NextEra Energy, Inc.(NEE) | 10,140 | 10,192 | +52 | $704 | $769.4K | 0.35% | +$768.7K |
| PepsiCo, Inc.(PEP) | 5,680 | 5,388 | -292 | $750 | $756.6K | 0.35% | +$755.9K |
| McDonald's Corporation(MCD) | 2,397 | 2,444 | +47 | $700 | $742.9K | 0.34% | +$742.2K |
| Invesco Qqq TrUNIT SER 1 | 1,227 | 1,226 | -1 | $677 | $736.1K | 0.34% | +$735.4K |
| Ssga Active Etf TrGLOBL ALLO ETF ST STR GLOBA ETF | 14,525 | 14,610 | +85 | $683 | $717.6K | 0.33% | +$717.0K |
| The York Water Company(YORW) | 23,920 | 22,493 | -1,427 | $756 | $684.2K | 0.31% | +$683.5K |
| Verizon Communications Inc.(VZ) | 8,512 | 15,238 | +6,726 | $368 | $669.7K | 0.31% | +$669.4K |
| Meta Platforms, Inc.CL A(META) | 598 | 798 | +200 | $441 | $586.1K | 0.27% | +$585.6K |
| Walmart Inc.(WMT) | 5,592 | 5,593 | +1 | $547 | $576.4K | 0.26% | +$575.9K |
| Phillips 66(PSX) | 4,234 | 4,235 | +1 | $505 | $576.0K | 0.26% | +$575.5K |
| Chevron Corporation(CVX) | 3,721 | 3,705 | -16 | $533 | $575.4K | 0.26% | +$574.9K |
| Vanguard Index FdsTotal Stock Market | 1,746 | 1,728 | -18 | $531 | $567.1K | 0.26% | +$566.5K |
| Grayscale Ethereum Mini Trust ETFSHS NEW(ETH) | 13,452 | 14,164 | +712 | $319 | $554.9K | 0.25% | +$554.6K |
| Analog Devices, Inc.(ADI) | 1,352 | 2,252 | +900 | $322 | $553.3K | 0.25% | +$553.0K |
| J P Morgan Exchange Traded FEQUITY PREMIUM EQUITY PREMIUM | 9,370 | 9,667 | +297 | $533 | $552.0K | 0.25% | +$551.4K |
| GE Vernova Inc.(GEV) | 864 | 865 | +1 | $457 | $531.9K | 0.24% | +$531.5K |
| Advanced Micro Devices, Inc.(AMD) | 0 | 3,019 | +3,019 | $0 | $488.4K | 0.22% | +$488.4K |
| Virtus Etf Tr IiALPHASIMPLEX MNG ALPHASIMPLEX MNG | 19,682 | 19,424 | -258 | $444 | $451.5K | 0.21% | +$451.1K |
| Mondelez International, Inc.CL A(MDLZ) | 6,767 | 7,169 | +402 | $456 | $447.8K | 0.21% | +$447.4K |
| Lemonade, Inc.(LMND) | 6,656 | 8,081 | +1,425 | $292 | $432.6K | 0.20% | +$432.3K |
| Tesla, Inc.(TSLA) | 970 | 970 | 0 | $308 | $431.4K | 0.20% | +$431.1K |
| Orrstown Financial Services, Inc.(ORRF) | 12,445 | 12,457 | +12 | $396 | $423.3K | 0.19% | +$422.9K |
| Wells Fargo & Company(WFC) | 4,474 | 4,496 | +22 | $358 | $376.8K | 0.17% | +$376.5K |
| American Tower Corporation(AMT) | 1,953 | 1,953 | 0 | $432 | $375.7K | 0.17% | +$375.2K |
| Pfizer Inc.(PFE) | 0 | 14,421 | +14,421 | $0 | $367.5K | 0.17% | +$367.5K |
| United Parcel Service, Inc.CL B(UPS) | 2,340 | 4,240 | +1,900 | $236 | $354.2K | 0.16% | +$354.0K |
| Eaton Vance Tax Advt Div Inc COM | 14,351 | 14,344 | -7 | $346 | $350.7K | 0.16% | +$350.4K |
| Vanguard Star FdsVG TL INTL STK F | 4,604 | 4,613 | +9 | $318 | $338.9K | 0.16% | +$338.6K |
| Vanguard World FdINF TECH ETF INF TECH ETF | 447 | 447 | 0 | $296 | $333.7K | 0.15% | +$333.4K |
| DENTSPLY SIRONA Inc.(XRAY) | 25,572 | 25,572 | 0 | $406 | $324.5K | 0.15% | +$324.1K |
| Marsh & McLennan Companies, Inc.(MRSH) | 1,520 | 1,520 | 0 | $332 | $306.3K | 0.14% | +$306.0K |
| Visa Inc.CL A(V) | 897 | 886 | -11 | $319 | $302.5K | 0.14% | +$302.1K |
| Costco Wholesale Corporation(COST) | 325 | 325 | 0 | $322 | $300.8K | 0.14% | +$300.5K |
| Nuveen Pennsylvania Qlt Mun | 22,181 | 22,387 | +206 | $249 | $268.6K | 0.12% | +$268.4K |
| Philip Morris International Inc.(PM) | 1,649 | 1,649 | 0 | $300 | $267.5K | 0.12% | +$267.2K |
| Targa Resources Corp.(TRGP) | 1,534 | 1,534 | 0 | $267 | $257.0K | 0.12% | +$256.7K |
| Zscaler, Inc.(ZS) | 853 | 853 | 0 | $268 | $255.6K | 0.12% | +$255.3K |
| PayPal Holdings, Inc.(PYPL) | 4,469 | 3,604 | -865 | $332 | $241.7K | 0.11% | +$241.4K |
| Ishares TrRussell 1000 Growth ETF | 515 | 515 | 0 | $219 | $241.2K | 0.11% | +$241.0K |
| Seagate Technology Hldngs Pl ORD SHS | 0 | 1,018 | +1,018 | $0 | $240.3K | 0.11% | +$240.3K |
| Western Digital Corporation(WDC) | 0 | 2,000 | +2,000 | $0 | $240.1K | 0.11% | +$240.1K |
| Lucid Group, Inc.(LCID) | 0 | 10,000 | +10,000 | $0 | $237.9K | 0.11% | +$237.9K |