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| Holdings Found : 100 | View All Holdings | Currently Viewing: ALL | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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IVV | iShares Core S&P 500 Etf | - | $510.77 | $157,273,000 | 329,278 | % | 25,785,000 | 23,087 | 0 | N/A | |
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SCHX | Schwab Strategic Trust | - | $60.28 | $91,256,000 | 1,618,011 | % | 10,694,000 | 25,877 | 0 | N/A | |
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IEFA | Ishares Core Msci Eafe | - | $0.00 | $77,733,000 | 1,104,952 | % | 3,107,000 | -54,731 | 0 | N/A | |
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IJH | iShares S&P MidCap 400 Index | - | $57.82 | $53,265,000 | 192,190 | % | 8,521,000 | 12,747 | 0 | N/A | |
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SCHM | Schwab U.S. Mid-Cap Etf | - | $77.33 | $44,229,000 | 587,211 | % | 4,366,000 | -1,774 | 0 | N/A | |
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IJR | iShares Core S&P Small-Cap | - | $105.65 | $35,661,000 | 329,435 | % | 5,906,000 | 13,996 | 0 | N/A | |
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SCHA | Schwab Strategic Trust | - | $46.59 | $28,136,000 | 595,587 | % | 3,449,000 | -420 | 0 | N/A | |
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MSFT | Microsoft Corp | - | $406.32 | $21,882,000 | 58,190 | % | 3,059,000 | -1,424 | 0 | N/A | |
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AAPL | Apple Inc | - | $169.30 | $21,702,000 | 112,722 | % | 3,104,000 | 4,098 | 0 | N/A | |
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MBB | iShares Barclays MBS Bond | - | $89.80 | $19,790,000 | 210,350 | % | -1,017,000 | -23,958 | 0 | N/A | |
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VCIT | Vanguard Intermediate-Term | - | $78.41 | $19,123,000 | 235,273 | % | 518,000 | -9,597 | 0 | N/A | |
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SCHG | Schwab Strategic Trust | - | $90.58 | $17,169,000 | 206,956 | % | 2,212,000 | 1,282 | 0 | N/A | |
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SCHF | Schwab Strategic Trust | - | $38.03 | $16,940,000 | 458,327 | % | 1,100,000 | -8,108 | 0 | N/A | |
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VMBS | Vanguard Mortgage-Backed S | - | $44.35 | $15,582,000 | 336,106 | % | 575,000 | -6,668 | 0 | N/A | |
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GOOGL | Alphabet Inc | - | $171.95 | $13,278,000 | 95,050 | % | 825,000 | -116 | 0 | N/A | |
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IEMG | Ishares Core Msci Emerging ... | - | $51.80 | $12,473,000 | 246,608 | % | 563,000 | -3,665 | 0 | N/A | |
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AMZN | Amazon.com Inc | - | $179.62 | $11,554,000 | 76,042 | % | 1,812,000 | -596 | 0 | N/A | |
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VGIT | Vanguard Intermediate -Ter | - | $57.22 | $11,524,000 | 194,261 | % | 537,000 | 2,005 | 0 | N/A | |
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IEI | iShares Barclays 3-7 Year T... | - | $113.58 | $11,465,000 | 97,882 | % | 1,348,000 | 8,476 | 0 | N/A | |
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COST | Costco Wholesale Corp | - | $729.18 | $11,280,000 | 17,089 | % | 3,266,000 | 2,904 | 0 | N/A | |
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AGZ | Ishares Barclays Agency Bon... | - | $106.63 | $10,086,000 | 93,017 | % | -280,000 | -4,962 | 0 | N/A | |
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SCHE | Schwab Emerging Markets Equ... | - | $25.57 | $9,211,000 | 371,555 | % | 247,000 | -2,874 | 0 | N/A | |
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MA | MasterCard Inc A | - | $462.42 | $9,039,000 | 21,192 | % | 455,000 | -490 | 0 | N/A | |
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IVW | ishares tr S&P 500 BARRA GR | - | $82.53 | $8,921,000 | 118,792 | % | 732,000 | -889 | 0 | N/A | |
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TMO | Thermo Fisher Scientific | - | $573.60 | $8,619,000 | 16,238 | % | 290,000 | -218 | 0 | N/A | |
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VO | Vanguard Mid Cap VIPERS | - | $240.39 | $7,873,000 | 33,841 | % | 801,000 | -118 | 0 | N/A | |
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NVO | Novo Nordisk A/S (ADR) | - | $126.85 | $7,728,000 | 74,698 | % | 899,000 | -394 | 0 | N/A | |
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NVDA | NVIDIA Corporation | - | $877.35 | $7,693,000 | 15,534 | % | 1,362,000 | 980 | 0 | N/A | |
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QLTA | Ishares Aaa A Rated Corpora... | - | $46.13 | $7,092,000 | 147,360 | % | 1,416,000 | 21,449 | 0 | N/A | |
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IVE | iShares S&P 500/BARRA Value | - | $180.15 | $6,787,000 | 39,028 | % | 580,000 | -1,322 | 0 | N/A | |
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SCHV | Schwab Strategic Trust | - | $73.13 | $6,010,000 | 85,741 | % | 306,000 | -2,750 | 0 | N/A | |
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UNP | Union Pacific Corp | - | $242.79 | $5,184,000 | 21,106 | % | 802,000 | -411 | 0 | N/A | |
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AGG | iShares Barclays Agency Bond | - | $95.33 | $4,589,000 | 46,239 | % | 275,000 | 368 | 0 | N/A | |
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SCHB | Schwab Strategic Trust | - | $59.11 | $4,347,000 | 78,087 | % | 401,000 | -1,076 | 0 | N/A | |
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ROP | Roper Industries Inc | - | $526.78 | $4,155,000 | 7,621 | % | 398,000 | -136 | 0 | N/A | |
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URI | United Rentals Inc | - | $690.80 | $4,148,000 | 7,234 | % | 982,000 | 112 | 0 | N/A | |
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SPY | Standard & Poors Depository... | - | $508.26 | $4,059,000 | 8,540 | % | 535,000 | 296 | 0 | N/A | |
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JNJ | Johnson & Johnson | - | $146.14 | $3,743,000 | 23,883 | % | 98,000 | 482 | 0 | N/A | |
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BRK.B | Berkshire Hathaway B | - | $402.10 | $3,613,000 | 10,129 | % | 499,000 | 1,240 | 0 | N/A | |
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VOO | Vanguard S&P 500 Etf | - | $467.21 | $3,549,000 | 8,125 | % | 348,000 | -25 | 0 | N/A | |
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SCHR | Schwab Intermediate-Term U.... | - | $47.92 | $3,517,000 | 70,735 | % | -235,000 | -7,531 | 0 | N/A | |
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CVX | Chevron Corp | - | $165.89 | $3,506,000 | 23,506 | % | -400,000 | 343 | 0 | N/A | |
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JPM | JP Morgan Chase & Co | - | $193.49 | $3,370,000 | 19,812 | % | 739,000 | 1,673 | 0 | N/A | |
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BX | Blackstone Group LP | - | $122.49 | $3,343,000 | 25,536 | % | 731,000 | 1,156 | 0.004 | Asset Management | |
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SCHZ | Schwab Us Aggregate Bond | - | $44.77 | $3,101,000 | 66,522 | % | 168,000 | 201 | 0 | N/A | |
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MCD | McDonalds Corp | - | $273.09 | $3,063,000 | 10,329 | % | 137,000 | -779 | 0 | N/A | |
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IWM | iShares Tr Russell 2000 Indx | - | $198.36 | $2,662,000 | 13,264 | % | 256,000 | -348 | 0 | N/A | |
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PG | Procter & Gamble Co | - | $161.29 | $2,618,000 | 17,863 | % | -52,000 | -445 | 0 | N/A | |
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TT | Trane Technologies (Ingerso... | - | $304.53 | $2,452,000 | 10,052 | % | 374,000 | -188 | 0 | N/A | |
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LHX | L3harris Technologies Inc | - | $214.54 | $2,417,000 | 11,474 | % | 57,000 | -2,079 | 0 | N/A | |
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ICE | Intercontinental Exchange Inc | - | $131.70 | $2,235,000 | 17,406 | % | 399,000 | 721 | 0 | N/A | |
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NKE | Nike Inc B | - | $94.12 | $2,189,000 | 20,165 | % | 172,000 | -927 | 0 | N/A | |
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BMY | Bristol-Myers Squibb Co | - | $44.85 | $2,132,000 | 41,553 | % | 75,000 | 6,109 | 0 | N/A | |
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ADP | Automatic Data Processing Inc | - | $243.07 | $2,089,000 | 8,965 | % | -176,000 | -449 | 0 | N/A | |
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PEP | Pepsico Inc | - | $175.58 | $2,072,000 | 12,202 | % | -22,000 | -157 | 0 | N/A | |
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FB | Meta Platforms Inc | - | $443.29 | $2,072,000 | 5,855 | % | 409,000 | 314 | 0 | N/A | |
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EOG | EOG Resources Inc | - | $135.70 | $1,874,000 | 15,493 | % | -21,000 | 540 | 0 | N/A | |
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HD | Home Depot Inc | - | $335.09 | $1,825,000 | 5,265 | % | 263,000 | 96 | 0 | N/A | |
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GD | General Dynamics Corp | - | $284.41 | $1,793,000 | 6,904 | % | 254,000 | -62 | 0 | N/A | |
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ITW | Illinois Tool Works Inc | - | $248.28 | $1,784,000 | 6,809 | % | 201,000 | -63 | 0 | N/A | |
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XOM | Exxon Mobil Corp | - | $117.96 | $1,774,000 | 17,741 | % | 462,000 | 6,584 | 0 | N/A | |
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LLY | Eli Lilly & Co | - | $733.51 | $1,751,000 | 3,004 | % | 1,192,000 | 1,964 | 0 | N/A | |
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TSLA | Tesla Motors Inc | - | $168.29 | $1,738,000 | 6,994 | % | 1,444,000 | 5,820 | 0 | N/A | |
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MU | Micron Technology Inc | - | $114.84 | $1,704,000 | 19,965 | % | 434,000 | 1,303 | 0 | N/A | |
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IBM | International Business Mach... | - | $167.13 | $1,582,000 | 9,672 | % | 193,000 | -225 | 0 | N/A | |
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AMT | American Tower Corp | - | $171.69 | $1,510,000 | 6,995 | % | 432,000 | 438 | 0 | N/A | |
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DHI | DR Horton Inc | - | $145.33 | $1,491,000 | 9,813 | % | 454,000 | 165 | 0 | N/A | |
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DHR | Danaher Corp | - | $246.58 | $1,444,000 | 6,242 | % | -54,000 | 206 | 0 | N/A | |
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BBT | Truist Financial Corp | - | $35.64 | $1,373,000 | 37,198 | % | 332,000 | 797 | 0.003 | Domestic Regional Banks | |
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HSY | Hershey Foods Corp | - | $186.16 | $1,367,000 | 7,331 | % | -92,000 | 37 | 0 | N/A | |
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MPB | Mid Penn Bancorp Inc | - | $20.86 | $1,341,000 | 55,230 | % | 229,000 | 0 | 0 | N/A | |
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WMT | Wal-Mart Stores Inc | - | $60.16 | $1,324,000 | 8,395 | % | -22,000 | -21 | 0 | N/A | |
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IWR | iShares Tr Rssll MidCap Indx | - | $80.52 | $1,240,000 | 15,950 | % | 224,000 | 1,272 | 0 | N/A | |
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MAA | Mid America Apartment Commu... | - | $129.23 | $1,144,000 | 8,510 | % | -46,000 | -739 | 0 | N/A | |
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USXF | Ishares Esg Advanced Msci U... | - | $0.00 | $1,141,000 | 28,664 | % | 258,000 | 3,189 | 0 | N/A | |
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EMN | Eastman Chemical Co | - | $95.56 | $1,138,000 | 12,666 | % | 149,000 | -222 | 0 | N/A | |
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MRK | Merck & Co Inc | - | $131.20 | $1,123,000 | 10,299 | % | 627,000 | 5,483 | 0 | Drug Manufacturers - ... | |
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ABBV | Abbvie Inc. | - | $159.62 | $1,112,000 | 7,177 | % | 265,000 | 1,494 | 0 | N/A | |
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MKL | Markel Corp | - | $1,436.52 | $1,105,000 | 778 | % | -42,000 | -1 | 0 | N/A | |
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CWI | streetTRACKS Spdr Ms | - | $27.92 | $1,099,000 | 40,654 | % | 59,000 | -1,125 | 0 | N/A | |
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UNH | Unitedhealth Group Inc | - | $495.35 | $1,096,000 | 2,082 | % | 53,000 | 14 | 0 | N/A | |
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USB | US Bancorp Delaware | - | $41.12 | $1,063,000 | 24,567 | % | 244,000 | -197 | 0 | N/A | |
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LMT | Lockheed Martin Corp | - | $461.29 | $977,000 | 2,155 | % | 97,000 | 3 | 0 | N/A | |
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IJK | iShares S&P mC400/BARRA GR | - | $87.00 | $947,000 | 11,956 | % | 71,000 | -174 | 0 | N/A | |
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VUG | Vanguard Growth VIPERS | - | $335.18 | $927,000 | 2,981 | % | 316,000 | 737 | 0 | N/A | |
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FULT | Fulton Financial Corp | - | $15.62 | $899,000 | 54,638 | % | 399,000 | 13,382 | 0 | N/A | |
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WHR | Whirlpool Corp | - | $104.67 | $824,000 | 6,763 | % | -73,000 | 57 | 0.011 | Appliances | |
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VXUS | Vanguard Total Internationa... | - | $59.34 | $815,000 | 14,058 | % | -32,000 | -1,759 | 0 | N/A | |
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VEA | Vanguard Europe Pacific ETF | - | $48.88 | $695,000 | 14,517 | % | 52,000 | -187 | 0.001 | Closed - End Fund - F... | |
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GOOG | Alphabet Inc | - | $173.69 | $662,000 | 4,696 | % | 11,000 | -243 | 0 | N/A | |
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HSIC | Henry Schein Inc | - | $73.13 | $629,000 | 8,314 | % | -202,000 | -2,881 | 0 | N/A | |
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MTB | M&T Bank Corp | - | $146.38 | $620,000 | 4,521 | % | 185,000 | 1,081 | 0 | N/A | |
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PNC | PNC Financial Services Grou... | New | $156.11 | $537,000 | 3,468 | % | 537,000 | 3,468 | 0 | N/A | |
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EFA | iShares TR MSCI EAFE Indx FD | - | $77.96 | $534,000 | 7,091 | % | 41,000 | -63 | 0 | N/A | |
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VBK | Vanguard Small Cap Gr VIPERS | - | $245.30 | $532,000 | 2,202 | % | 56,000 | -21 | 0 | N/A | |
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V | Visa Inc | - | $274.52 | $507,000 | 1,948 | % | 105,000 | 202 | 0 | N/A | |
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DE | Deere & Co | - | $393.33 | $502,000 | 1,257 | % | 43,000 | 40 | 0 | N/A | |
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IWV | iShares Tr Russell 3000 Indx | - | $290.72 | $486,000 | 1,776 | % | 54,000 | 14 | 0 | N/A | |
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PFE | Pfizer Inc | - | $25.40 | $482,000 | 16,745 | % | 180,000 | 7,652 | 0 | N/A | |
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T | AT&T Corp | - | $16.75 | $467,000 | 27,833 | % | 467,000 | 27,833 | 0 | N/A |
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