Securities ▲▼ | Shares | Value | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ISHARES TR | 105,962 | 115,172 | +9,210 | $22.37M | $26.15M | 12.11% | +$3.78M |
| VANGUARD SPECIALIZED FUNDS | 69,009 | 67,945 | -1,064 | $14.84M | $16.08M | 7.45% | +$1.24M |
| J P MORGAN EXCHANGE TRADED F INCOME ETF | 229,934 | 334,845 | +104,911 | $10.59M | $15.42M | 7.14% | +$4.83M |
| SCHWAB STRATEGIC TR | 485,048 | 459,308 | -25,740 | $14.88M | $14.56M | 6.75% | -$316.6K |
| VICTORY PORTFOLIOS II CORE BD ETF | 298,691 | 303,886 | +5,195 | $14.04M | $14.23M | 6.59% | +$189.9K |
| Apple Inc.(AAPL) | 42,845 | 33,856 | -8,989 | $10.87M | $9.80M | 4.54% | -$1.08M |
| VANGUARD WORLD FD | 44,376 | 41,638 | -2,738 | $6.43M | $6.81M | 3.15% | +$373.5K |
| VANGUARD INDEX FDS | 20,690 | 22,040 | +1,350 | $5.32M | $6.75M | 3.13% | +$1.43M |
| VANGUARD INTL EQUITY INDEX F | 38,584 | 38,436 | -148 | $5.34M | $6.03M | 2.79% | +$695.6K |
| ISHARES TR | 37,635 | 38,614 | +979 | $4.68M | $5.73M | 2.65% | +$1.05M |
| FIDELITY MERRIMACK STR TR | 119,909 | 110,473 | -9,436 | $6.00M | $5.54M | 2.56% | -$465.7K |
| VANGUARD INDEX FDS | 10,240 | 60,338 | +50,098 | $4.47M | $5.20M | 2.41% | +$724.7K |
| ISHARES TR CORE 1 5 YR USD | 95,634 | 105,786 | +10,152 | $4.63M | $5.10M | 2.36% | +$469.7K |
| VANGUARD BD INDEX FDS | 81,713 | 61,633 | -20,080 | $6.41M | $4.80M | 2.22% | -$1.61M |
| J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM | 61,915 | 69,044 | +7,129 | $3.51M | $3.90M | 1.81% | +$390.2K |
| VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD | 52,859 | 48,059 | -4,800 | $4.19M | $3.80M | 1.76% | -$392.0K |
| J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM | 49,190 | 55,104 | +5,914 | $2.73M | $3.39M | 1.57% | +$655.6K |
| SPDR SERIES TRUST ST STR SP DIV | 17,873 | 18,714 | +841 | $2.61M | $2.85M | 1.32% | +$239.6K |
| ISHARES TR | 14,862 | 14,559 | -303 | $2.31M | $2.74M | 1.27% | +$433.2K |
| ISHARES U S ETF TR SHOR DURA BD ETF | 41,769 | 46,706 | +4,937 | $2.12M | $2.37M | 1.10% | +$242.8K |
| APPLIED MATLS INC | 3,256 | 3,259 | +3 | $1.11M | $2.36M | 1.09% | +$1.24M |
| NVIDIA Corporation(NVDA) | 15,844 | 10,565 | -5,279 | $2.76M | $2.11M | 0.98% | -$649.2K |
| VANGUARD INDEX FDS | 10,110 | 9,457 | -653 | $1.98M | $2.06M | 0.95% | +$77.4K |
| VANGUARD INDEX FDS | 6,350 | 21,966 | +15,616 | $1.82M | $1.77M | 0.82% | -$53.8K |
| J P MORGAN EXCHANGE TRADED F INTRNL RES EQT | 19,687 | 19,116 | -571 | $1.49M | $1.58M | 0.73% | +$85.8K |
| ISHARES TR 0-5YR HI YL CP | 34,459 | 35,255 | +796 | $1.46M | $1.50M | 0.69% | +$37.2K |
| VANGUARD INDEX FDS | 6,139 | 5,999 | -140 | $1.33M | $1.46M | 0.68% | +$124.0K |
| ISHARES INC | 11,406 | 11,278 | -128 | $1.36M | $1.36M | 0.63% | -$7.2K |
| VANGUARD INDEX FDS | 6,922 | 6,635 | -287 | $1.28M | $1.31M | 0.61% | +$35.4K |
| Amazon.com, Inc.(AMZN) | 6,528 | 5,477 | -1,051 | $1.36M | $1.31M | 0.60% | -$54.2K |
| SELECT SECTOR SPDR TR ST STR STAPL ETF | 15,687 | 14,704 | -983 | $1.29M | $1.22M | 0.57% | -$64.6K |
| Microsoft Corporation(MSFT) | 3,451 | 3,232 | -219 | $1.28M | $1.21M | 0.56% | -$72.1K |
| VANGUARD INDEX FDS | 2,332 | 1,683 | -649 | $1.39M | $1.16M | 0.54% | -$237.1K |
| Coherent Corp.(COHR) | 2,900 | 2,900 | 0 | $690.8K | $1.14M | 0.53% | +$453.2K |
| ISHARES TR | 6,771 | 6,548 | -223 | $999.1K | $1.09M | 0.51% | +$92.1K |
| SPDR SERIES TRUST ST STR SP AERO | 3,172 | 3,706 | +534 | $805.6K | $1.05M | 0.49% | +$246.0K |
| Dell Technologies Inc.(DELL) | 2,448 | 2,405 | -43 | $401.8K | $1.04M | 0.48% | +$635.9K |
| J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF | 20,066 | 20,250 | +184 | $1.00M | $1.03M | 0.48% | +$22.7K |
| VANGUARD WORLD FD INF TECH ETF | 315 | 7,208 | +6,893 | $219.8K | $861.5K | 0.40% | +$641.8K |
| ISHARES TR | 3,262 | 3,347 | +85 | $713.5K | $811.5K | 0.38% | +$98.0K |
| VANGUARD INDEX FDS | 2,850 | 2,591 | -259 | $746.4K | $785.4K | 0.36% | +$39.1K |
| VANGUARD WORLD FD HEALTH CAR ETF | 2,993 | 2,618 | -375 | $815.0K | $782.9K | 0.36% | -$32.1K |
| VANGUARD SCOTTSDALE FDS INT-TERM CORP | 8,773 | 8,881 | +108 | $726.0K | $734.0K | 0.34% | +$8.0K |
| Palo Alto Networks, Inc.(PANW) | 2,150 | 2,150 | 0 | $344.7K | $733.2K | 0.34% | +$388.5K |
| VANGUARD WHITEHALL FDS | 4,479 | 7,765 | +3,286 | $396.2K | $725.1K | 0.34% | +$328.9K |
| ISHARES TR | 2,756 | 2,930 | +174 | $589.0K | $710.2K | 0.33% | +$121.3K |
| Walmart Inc.(WMT) | 5,897 | 5,917 | +20 | $732.9K | $670.2K | 0.31% | -$62.7K |
| VANGUARD MUN BD FDS | 12,640 | 12,746 | +106 | $630.6K | $644.7K | 0.30% | +$14.1K |
| Alphabet Inc.(GOOG) | 1,685 | 1,706 | +21 | $484.6K | $609.7K | 0.28% | +$125.2K |
| SELECT SECTOR SPDR TR ST STR UTIL ETF | 12,914 | 13,130 | +216 | $592.6K | $595.3K | 0.28% | +$2.7K |
| EXXON MOBIL CORP | 4,196 | 4,198 | +2 | $711.8K | $573.9K | 0.27% | -$138.0K |
| ISHARES TR | 8,792 | 8,348 | -444 | $541.9K | $559.4K | 0.26% | +$17.5K |
| Constellation Energy Corporation(CEG) | 2,547 | 2,103 | -444 | $711.3K | $522.4K | 0.24% | -$188.9K |
| VANGUARD INTL EQUITY INDEX F | 7,115 | 8,673 | +1,558 | $384.6K | $517.7K | 0.24% | +$133.1K |
| Coinbase Global, Inc.(COIN) | 3,528 | 3,528 | 0 | $616.0K | $515.8K | 0.24% | -$100.3K |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL STP | 21,610 | 17,188 | -4,422 | $637.5K | $515.3K | 0.24% | -$122.2K |
| Caterpillar Inc.(CAT) | 472 | 472 | 0 | $334.2K | $503.1K | 0.23% | +$168.9K |
| WSFS Financial Corporation(WSFS) | 6,525 | 6,544 | +19 | $427.1K | $502.1K | 0.23% | +$74.9K |
| VANGUARD INDEX FDS | 1,358 | 1,341 | -17 | $410.4K | $490.5K | 0.23% | +$80.0K |
| VANGUARD STAR FDS | 6,158 | 5,488 | -670 | $474.8K | $469.2K | 0.22% | -$5.7K |
| State Street SPDR S&P 500 ETF Trust(SPY) | 626 | 627 | +1 | $407.3K | $467.9K | 0.22% | +$60.6K |
| ISHARES TR | 2,712 | 2,791 | +79 | $395.3K | $459.4K | 0.21% | +$64.0K |
| Deere & Company(DE) | 716 | 718 | +2 | $403.4K | $455.5K | 0.21% | +$52.1K |
| ISHARES TR | 1,830 | 1,786 | -44 | $331.9K | $450.5K | 0.21% | +$118.6K |
| VANGUARD WORLD FD | 1,031 | 5,060 | +4,029 | $378.7K | $444.8K | 0.21% | +$66.1K |
| SCHWAB STRATEGIC TR | 13,305 | 12,011 | -1,294 | $386.9K | $434.0K | 0.20% | +$47.0K |
| Astera Labs, Inc.(ALAB) | 0 | 875 | +875 | $0 | $422.6K | 0.20% | +$422.6K |
| GLOBAL X FDS US INFR DEV ETF | 6,992 | 6,992 | 0 | $355.3K | $412.0K | 0.19% | +$56.7K |
| ISHARES TR | 3,982 | 3,987 | +5 | $386.0K | $403.1K | 0.19% | +$17.1K |
| ISHARES TR MSCI USA MIN ETF | 4,730 | 4,053 | -677 | $438.7K | $391.0K | 0.18% | -$47.7K |
| VANGUARD BD INDEX FDS VANGUARD ULTRA | 7,290 | 7,713 | +423 | $362.9K | $383.9K | 0.18% | +$21.0K |
| McDonald's Corporation(MCD) | 1,383 | 1,389 | +6 | $429.8K | $375.5K | 0.17% | -$54.3K |
| BERKSHIRE HATHAWAY INC DEL | 744 | 744 | 0 | $356.5K | $372.3K | 0.17% | +$15.8K |
| J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR | 4,145 | 6,871 | +2,726 | $216.3K | $358.6K | 0.17% | +$142.3K |
| FIDELITY COVINGTON TRUST | 5,144 | 5,857 | +713 | $284.1K | $353.1K | 0.16% | +$69.0K |
| INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 1,809 | 1,952 | +143 | $299.7K | $344.9K | 0.16% | +$45.2K |
| VICTORY PORTFOLIOS II SHORT TRM BD ETF | 6,692 | 6,768 | +76 | $338.5K | $342.6K | 0.16% | +$4.1K |
| VANGUARD WHITEHALL FDS | 2,124 | 2,137 | +13 | $314.5K | $337.7K | 0.16% | +$23.2K |
| Lam Research Corporation(LRCX) | 0 | 775 | +775 | $0 | $335.9K | 0.16% | +$335.9K |
| ROUNDHILL ETF TRUST ROUNDHILL S&P500 | 5,752 | 6,077 | +325 | $280.6K | $324.8K | 0.15% | +$44.2K |
| Marvell Technology, Inc.(MRVL) | 0 | 1,080 | +1,080 | $0 | $321.7K | 0.15% | +$321.7K |
| VANGUARD BD INDEX FDS | 3,777 | 3,909 | +132 | $291.5K | $299.8K | 0.14% | +$8.3K |
| The Home Depot, Inc.(HD) | 844 | 845 | +1 | $277.6K | $297.9K | 0.14% | +$20.3K |
| NextEra Energy, Inc.(NEE) | 3,077 | 3,384 | +307 | $285.8K | $297.0K | 0.14% | +$11.1K |
| ISHARES TR | 1,796 | 1,800 | +4 | $255.8K | $295.8K | 0.14% | +$40.0K |
| ISHARES TR | 3,333 | 3,786 | +453 | $225.1K | $291.9K | 0.14% | +$66.9K |
| Loar Holdings Inc.(LOAR) | 3,572 | 3,572 | 0 | $204.6K | $287.9K | 0.13% | +$83.3K |
| FIDELITY MERRIMACK STR TR | 6,646 | 6,712 | +66 | $286.1K | $287.5K | 0.13% | +$1.4K |
| Norfolk Southern Corporation(NSC) | 903 | 907 | +4 | $259.2K | $285.3K | 0.13% | +$26.1K |
| ISHARES TR | 0 | 372 | +372 | $0 | $278.3K | 0.13% | +$278.3K |
| FIRST TR EXCHANGE-TRADED FD SHS | 8,966 | 5,609 | -3,357 | $421.7K | $270.3K | 0.13% | -$151.4K |
| Lowe's Companies, Inc.(LOW) | 1,196 | 1,202 | +6 | $282.6K | $265.0K | 0.12% | -$17.6K |
| ACNB CORP | 4,433 | 4,433 | 0 | $212.2K | $263.2K | 0.12% | +$51.0K |
| International Business Machines Corporation(IBM) | 1,056 | 927 | -129 | $256.1K | $260.7K | 0.12% | +$4.7K |
| Palantir Technologies Inc.(PLTR) | 1,903 | 2,178 | +275 | $278.4K | $254.1K | 0.12% | -$24.3K |
| JPMorgan Chase & Co.(JPM) | 708 | 712 | +4 | $208.3K | $233.0K | 0.11% | +$24.6K |
| NUSHARES ETF TR NUVEEN ESG LRGCP | 0 | 1,943 | +1,943 | $0 | $227.5K | 0.11% | +$227.5K |
| American Express Company(AXP) | 0 | 671 | +671 | $0 | $227.0K | 0.11% | +$227.0K |
| PepsiCo, Inc.(PEP) | 1,612 | 1,626 | +14 | $250.3K | $220.1K | 0.10% | -$30.2K |
| HCA Healthcare, Inc.(HCA) | 558 | 558 | 0 | $263.9K | $217.4K | 0.10% | -$46.5K |