CIK: 0001604723 · Show all filings
Period: Q1 2025 (← Previous) (Next →)
Filing Date: Apr 28, 2025
Total Value ($000): $1,061,210 (100.0% shares, 0.0% debt)
| Ticker | Issuer | Shares | Value ($000) | % | Est. Cost | Unrealized | Class | CUSIP |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 393,465 | $221,088 | 20.8% | $8868.34 | — | CORE S&P500 ETF | 464287200 |
| IEFA | ISHARES TR | 1,151,203 | $87,089 | 8.2% | $6575.73 | — | CORE MSCI EAFE | 46432F842 |
| IJH | ISHARES TR | 1,242,930 | $72,525 | 6.8% | $82.42 | — | CORE S&P MCP ETF | 464287507 |
| SCHX | SCHWAB STRATEGIC TR | 2,567,549 | $56,691 | 5.3% | $532.11 | — | US LRG CAP ETF | 808524201 |
| IJR | ISHARES TR | 407,010 | $42,561 | 4.0% | $1146.09 | — | CORE S&P SCP ETF | 464287804 |
| AAPL | APPLE INC | 134,012 | $29,768 | 2.8% | $132.10 | +74.7% | COM | 037833100 |
| SPMD | SPDR SER TR | 480,814 | $24,608 | 2.3% | $52.67 | — | PORTFOLIO S&P400 | 78464A847 |
| SCHM | SCHWAB STRATEGIC TR | 900,465 | $23,592 | 2.2% | $2300.23 | — | US MID-CAP ETF | 808524508 |
| MSFT | MICROSOFT CORP | 60,597 | $22,748 | 2.1% | $70.68 | +473.1% | COM | 594918104 |
| VGIT | VANGUARD SCOTTSDALE FDS | 370,882 | $22,030 | 2.1% | $5049.80 | — | INTER TERM TREAS | 92206C706 |
| SCHG | SCHWAB STRATEGIC TR | 798,253 | $19,988 | 1.9% | $40.87 | — | US LCAP GR ETF | 808524300 |
| MBB | ISHARES TR | 208,996 | $19,600 | 1.8% | $1542.98 | — | MBS ETF | 464288588 |
| VCIT | VANGUARD SCOTTSDALE FDS | 235,057 | $19,218 | 1.8% | $7961.80 | — | INT-TERM CORP | 92206C870 |
| IEMG | ISHARES INC | 334,123 | $18,033 | 1.7% | $1535.21 | — | CORE MSCI EMKT | 46434G103 |
| SPSM | SPDR SER TR | 411,535 | $16,774 | 1.6% | $42.33 | — | PORTFOLIO S&P600 | 78468R853 |
| VMBS | VANGUARD SCOTTSDALE FDS | 353,531 | $16,372 | 1.5% | $51.88 | — | MTG-BKD SECS ETF | 92206C771 |
| SCHF | SCHWAB STRATEGIC TR | 816,291 | $16,146 | 1.5% | $787.31 | — | INTL EQTY ETF | 808524805 |
| SCHA | SCHWAB STRATEGIC TR | 656,074 | $15,372 | 1.4% | $1792.40 | — | US SML CAP ETF | 808524607 |
| COST | COSTCO WHSL CORP NEW | 16,077 | $15,206 | 1.4% | $177.57 | +446.6% | COM | 22160K105 |
| AMZN | AMAZON COM INC | 75,319 | $14,330 | 1.4% | $121.64 | +78.4% | COM | 023135106 |
| GOOGL | ALPHABET INC | 91,144 | $14,094 | 1.3% | $106.36 | +69.9% | CAP STK CL A | 02079K305 |
| NVDA | NVIDIA CORPORATION | 122,909 | $13,321 | 1.3% | $92.69 | +36.7% | COM | 67066G104 |
| MA | MASTERCARD INCORPORATED | 19,229 | $10,540 | 1.0% | $73.65 | +635.9% | CL A | 57636Q104 |
| AGZ | ISHARES TR | 79,712 | $8,724 | 0.8% | $7756.83 | — | AGENCY BOND ETF | 464288166 |
| TMO | THERMO FISHER SCIENTIFIC INC | 14,870 | $7,399 | 0.7% | $114.90 | +369.8% | COM | 883556102 |
| SCHE | SCHWAB STRATEGIC TR | 259,626 | $7,158 | 0.7% | $3660.56 | — | EMRG MKTEQ ETF | 808524706 |
| VO | VANGUARD INDEX FDS | 27,475 | $7,106 | 0.7% | $147.56 | — | MID CAP ETF | 922908629 |
| IVW | ISHARES TR | 67,937 | $6,307 | 0.6% | $9790.60 | — | S&P 500 GRWT ETF | 464287309 |
| JPM | JPMORGAN CHASE & CO. | 25,456 | $6,244 | 0.6% | $120.69 | +107.9% | COM | 46625H100 |
| NVO | NOVO-NORDISK A S | 83,335 | $5,787 | 0.5% | $76.38 | — | ADR | 670100205 |
| IEI | ISHARES TR | 45,939 | $5,427 | 0.5% | $4730.80 | — | 3 7 YR TREAS BD | 464288661 |
| AGG | ISHARES TR | 51,146 | $5,059 | 0.5% | $103.18 | — | CORE US AGGBD ET | 464287226 |
| SPY | SPDR S&P 500 ETF TR | 8,837 | $4,944 | 0.5% | $4813.74 | — | TR UNIT | 78462F103 |
| CVX | CHEVRON CORP NEW | 29,264 | $4,896 | 0.5% | $95.82 | +57.0% | COM | 166764100 |
| QLTA | ISHARES TR | 98,290 | $4,672 | 0.4% | $2549.18 | — | A RATE CP BD ETF | 46429B291 |
| JNJ | JOHNSON & JOHNSON | 27,680 | $4,590 | 0.4% | $101.52 | +50.2% | COM | 478160104 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 8,589 | $4,574 | 0.4% | $199.54 | +143.6% | CL B NEW | 084670702 |
| SCHV | SCHWAB STRATEGIC TR | 169,813 | $4,514 | 0.4% | $37.79 | — | US LCAP VA ETF | 808524409 |
| URI | UNITED RENTALS INC | 7,126 | $4,466 | 0.4% | $141.67 | +381.5% | COM | 911363109 |
| UNP | UNION PAC CORP | 18,139 | $4,285 | 0.4% | $71.57 | +229.2% | COM | 907818108 |
| ROP | ROPER TECHNOLOGIES INC | 7,140 | $4,210 | 0.4% | $139.72 | +299.0% | COM | 776696106 |
| VOO | VANGUARD INDEX FDS | 8,096 | $4,160 | 0.4% | $311.69 | — | S&P 500 ETF SHS | 922908363 |
| BX | BLACKSTONE INC | 29,084 | $4,065 | 0.4% | $56.07 | +182.1% | COM | 09260D107 |
| IVE | ISHARES TR | 19,783 | $3,770 | 0.4% | $108.37 | — | S&P 500 VAL ETF | 464287408 |
| ICE | INTERCONTINENTAL EXCHANGE IN | 20,463 | $3,530 | 0.3% | $72.43 | +123.8% | COM | 45866F104 |
| IBM | INTERNATIONAL BUSINESS MACHS | 14,031 | $3,489 | 0.3% | $145.28 | +64.8% | COM | 459200101 |
| PG | PROCTER AND GAMBLE CO | 19,809 | $3,376 | 0.3% | $87.47 | +87.4% | COM | 742718109 |
| ABBV | ABBVIE INC | 15,991 | $3,350 | 0.3% | $139.66 | +35.6% | COM | 00287Y109 |
| META | META PLATFORMS INC | 5,751 | $3,315 | 0.3% | $216.98 | +196.5% | CL A | 30303M102 |
| TT | TRANE TECHNOLOGIES PLC | 9,422 | $3,174 | 0.3% | $91.54 | +292.2% | SHS | G8994E103 |
| SCHB | SCHWAB STRATEGIC TR | 145,266 | $3,128 | 0.3% | $38.40 | — | US BRD MKT ETF | 808524102 |
| CRWD | CROWDSTRIKE HLDGS INC | 8,521 | $3,004 | 0.3% | $286.63 | +32.9% | CL A | 22788C105 |
| MCD | MCDONALDS CORP | 9,584 | $2,994 | 0.3% | $111.73 | +162.2% | COM | 580135101 |
| SPYG | SPDR SER TR | 35,943 | $2,889 | 0.3% | $84.70 | — | PRTFLO S&P500 GW | 78464A409 |
| TSLA | TESLA INC | 10,749 | $2,786 | 0.3% | $229.83 | +45.0% | COM | 88160R101 |
| EOG | EOG RES INC | 21,285 | $2,730 | 0.3% | $80.53 | +55.4% | COM | 26875P101 |
| XOM | EXXON MOBIL CORP | 22,069 | $2,625 | 0.2% | $88.82 | +20.7% | COM | 30231G102 |
| WMT | WALMART INC | 29,250 | $2,568 | 0.2% | $55.21 | +68.4% | COM | 931142103 |
| VEA | VANGUARD TAX-MANAGED FDS | 49,396 | $2,511 | 0.2% | $47.46 | — | VAN FTSE DEV MKT | 921943858 |
| LHX | L3HARRIS TECHNOLOGIES INC | 11,568 | $2,421 | 0.2% | $216.35 | -4.8% | COM | 502431109 |
| ADP | AUTOMATIC DATA PROCESSING IN | 7,834 | $2,393 | 0.2% | $76.76 | +284.9% | COM | 053015103 |
| IWM | ISHARES TR | 11,962 | $2,386 | 0.2% | $160.41 | — | RUSSELL 2000 ETF | 464287655 |
| LLY | ELI LILLY & CO | 2,812 | $2,323 | 0.2% | $493.81 | +67.4% | COM | 532457108 |
| PM | PHILIP MORRIS INTL INC | 14,308 | $2,271 | 0.2% | $120.59 | +13.6% | COM | 718172109 |
| MU | MICRON TECHNOLOGY INC | 25,366 | $2,204 | 0.2% | $67.47 | +41.9% | COM | 595112103 |
| MO | ALTRIA GROUP INC | 36,523 | $2,192 | 0.2% | $48.56 | +5.1% | COM | 02209S103 |
| SCHZ | SCHWAB STRATEGIC TR | 93,052 | $2,155 | 0.2% | $39.85 | — | US AGGREGATE B | 808524839 |
| HD | HOME DEPOT INC | 5,860 | $2,147 | 0.2% | $260.65 | +46.1% | COM | 437076102 |
| PEP | PEPSICO INC | 13,878 | $2,081 | 0.2% | $110.18 | +30.2% | COM | 713448108 |
| GD | GENERAL DYNAMICS CORP | 7,512 | $2,048 | 0.2% | $186.02 | +37.5% | COM | 369550108 |
| ITW | ILLINOIS TOOL WKS INC | 7,487 | $1,857 | 0.2% | $146.84 | +70.7% | COM | 452308109 |
| SCHR | SCHWAB STRATEGIC TR | 70,004 | $1,740 | 0.2% | $45.12 | — | INT-TRM U.S TRES | 808524854 |
| UNH | UNITEDHEALTH GROUP INC | 3,273 | $1,714 | 0.2% | $291.89 | +71.1% | COM | 91324P102 |
| IWF | ISHARES TR | 4,701 | $1,697 | 0.2% | $401.62 | — | RUS 1000 GRW ETF | 464287614 |
| IWR | ISHARES TR | 19,896 | $1,693 | 0.2% | $2677.71 | — | RUS MID CAP ETF | 464287499 |
| IWD | ISHARES TR | 8,270 | $1,556 | 0.1% | $179.97 | — | RUS 1000 VAL ETF | 464287598 |
| CAT | CATERPILLAR INC | 4,462 | $1,472 | 0.1% | $303.30 | +16.0% | COM | 149123101 |
| MKL | MARKEL GROUP INC | 778 | $1,455 | 0.1% | $956.69 | +92.3% | COM | 570535104 |
| MPB | MID PENN BANCORP INC | 55,230 | $1,431 | 0.1% | $25.52 | +6.8% | COM | 59540G107 |
| PLD | PROLOGIS INC. | 12,473 | $1,394 | 0.1% | $111.87 | 0.0% | COM | 74340W103 |
| OKE | ONEOK INC NEW | 13,615 | $1,351 | 0.1% | $76.64 | +23.9% | COM | 682680103 |
| SPIB | SPDR SER TR | 39,907 | $1,327 | 0.1% | $32.98 | — | PORTFOLIO INTRMD | 78464A375 |
| EMN | EASTMAN CHEM CO | 14,834 | $1,307 | 0.1% | $66.89 | +35.2% | COM | 277432100 |
| SPTI | SPDR SER TR | 44,903 | $1,283 | 0.1% | $28.15 | — | PORTFLI INTRMDIT | 78464A672 |
| DGRW | WISDOMTREE TR | 15,985 | $1,277 | 0.1% | $80.93 | — | US QTLY DIV GRT | 97717X669 |
| IJK | ISHARES TR | 15,224 | $1,268 | 0.1% | $94.58 | — | S&P MC 400GR ETF | 464287606 |
| DHI | D R HORTON INC | 9,388 | $1,194 | 0.1% | $37.75 | +251.7% | COM | 23331A109 |
| MRK | MERCK & CO INC | 13,291 | $1,193 | 0.1% | $87.39 | +3.1% | COM | 58933Y105 |
| HSY | HERSHEY CO | 6,891 | $1,179 | 0.1% | $94.31 | +68.9% | COM | 427866108 |
| KO | COCA COLA CO | 15,043 | $1,077 | 0.1% | $61.21 | +6.1% | COM | 191216100 |
| FULT | FULTON FINL CORP PA | 56,606 | $1,024 | 0.1% | $12.13 | +54.5% | COM | 360271100 |
| USXF | ISHARES TR | 21,474 | $1,002 | 0.1% | $33.09 | — | ESG MSCI USA ETF | 46436E767 |
| T | AT&T INC | 34,349 | $971 | 0.1% | $18.70 | +30.2% | COM | 00206R102 |
| NKE | NIKE INC | 15,230 | $967 | 0.1% | $47.58 | +51.4% | CL B | 654106103 |
| COWZ | PACER FDS TR | 16,663 | $912 | 0.1% | $56.38 | — | US CASH COWS 100 | 69374H881 |
| VUG | VANGUARD INDEX FDS | 2,459 | $912 | 0.1% | $209.68 | — | GROWTH ETF | 922908736 |
| MAA | MID-AMER APT CMNTYS INC | 5,430 | $910 | 0.1% | $48.79 | +214.1% | COM | 59522J103 |
| VXUS | VANGUARD STAR FDS | 13,457 | $836 | 0.1% | $52.33 | — | VG TL INTL STK F | 921909768 |
| DHR | DANAHER CORPORATION | 4,067 | $834 | 0.1% | $246.25 | -11.9% | COM | 235851102 |
| SPYV | SPDR SER TR | 16,041 | $819 | 0.1% | $51.61 | — | PRTFLO S&P500 VL | 78464A508 |
| MTB | M & T BK CORP | 4,572 | $817 | 0.1% | $120.43 | +53.2% | COM | 55261F104 |
| GOOG | ALPHABET INC | 5,218 | $815 | 0.1% | $114.89 | +58.8% | CAP STK CL C | 02079K107 |
| V | VISA INC | 2,189 | $767 | 0.1% | $193.12 | +74.1% | COM CL A | 92826C839 |
| AVGO | BROADCOM INC | 4,301 | $720 | 0.1% | $156.10 | +34.4% | COM | 11135F101 |
| PPL | PPL CORP | 19,921 | $719 | 0.1% | $30.89 | +6.6% | COM | 69351T106 |
| KMI | KINDER MORGAN INC DEL | 24,928 | $711 | 0.1% | $24.88 | +7.3% | COM | 49456B101 |
| LMT | LOCKHEED MARTIN CORP | 1,529 | $683 | 0.1% | $159.56 | +180.9% | COM | 539830109 |
| BK | BANK NEW YORK MELLON CORP | 7,675 | $644 | 0.1% | $59.38 | +39.0% | COM | 064058100 |
| NUE | NUCOR CORP | 5,270 | $634 | 0.1% | $140.88 | -10.0% | COM | 670346105 |
| PNC | PNC FINL SVCS GROUP INC | 3,559 | $626 | 0.1% | $125.82 | +45.7% | COM | 693475105 |
| EFA | ISHARES TR | 7,544 | $617 | 0.1% | $71.84 | — | MSCI EAFE ETF | 464287465 |
| HON | HONEYWELL INTL INC | 2,783 | $589 | 0.1% | $196.15 | +1.2% | COM | 438516106 |
| WFC | WELLS FARGO CO NEW | 8,185 | $588 | 0.1% | $71.06 | +3.7% | COM | 949746101 |
| IWV | ISHARES TR | 1,801 | $572 | 0.1% | $166.87 | — | RUSSELL 3000 ETF | 464287689 |
| CEG | CONSTELLATION ENERGY CORP | 2,818 | $568 | 0.1% | $247.76 | +7.6% | COM | 21037T109 |
| DE | DEERE & CO | 1,205 | $565 | 0.1% | $208.94 | +120.9% | COM | 244199105 |
| TFC | TRUIST FINL CORP | 12,907 | $531 | 0.1% | $41.33 | +3.3% | COM | 89832Q109 |
| IXUS | ISHARES TR | 7,515 | $525 | 0.0% | $66.84 | — | CORE MSCI TOTAL | 46432F834 |
| HEI | HEICO CORP NEW | 1,929 | $515 | 0.0% | $105.50 | +130.8% | COM | 422806109 |
| ABT | ABBOTT LABS | 3,783 | $502 | 0.0% | $86.89 | +44.4% | COM | 002824100 |
| YORW | YORK WTR CO | 14,412 | $500 | 0.0% | $31.73 | 0.0% | COM | 987184108 |
| EMR | EMERSON ELEC CO | 4,541 | $498 | 0.0% | $119.02 | -0.2% | COM | 291011104 |
| VBK | VANGUARD INDEX FDS | 1,915 | $482 | 0.0% | $151.49 | — | SML CP GRW ETF | 922908595 |
| PLTR | PALANTIR TECHNOLOGIES INC | 5,539 | $467 | 0.0% | $31.42 | +179.5% | CL A | 69608A108 |
| CWI | SPDR INDEX SHS FDS | 15,544 | $460 | 0.0% | $31.62 | — | MSCI ACWI EXUS | 78463X848 |
| ESGU | ISHARES TR | 3,724 | $454 | 0.0% | $66.44 | — | ESG AWR MSCI USA | 46435G425 |
| CSX | CSX CORP | 15,304 | $450 | 0.0% | $33.68 | -7.1% | COM | 126408103 |
| VTWO | VANGUARD SCOTTSDALE FDS | 5,330 | $430 | 0.0% | $82.44 | — | VNG RUS2000IDX | 92206C664 |
| DIS | DISNEY WALT CO | 4,319 | $426 | 0.0% | $106.29 | 0.0% | COM | 254687106 |
| CSCO | CISCO SYS INC | 6,777 | $418 | 0.0% | $40.89 | +47.0% | COM | 17275R102 |
| ACNB | ACNB CORP | 10,098 | $416 | 0.0% | $35.18 | +11.9% | COM | 000868109 |
| DUK | DUKE ENERGY CORP NEW | 3,404 | $415 | 0.0% | $110.55 | 0.0% | COM NEW | 26441C204 |
| LOW | LOWES COS INC | 1,754 | $409 | 0.0% | $184.41 | +31.3% | COM | 548661107 |
| MAR | MARRIOTT INTL INC NEW | 1,716 | $409 | 0.0% | $110.40 | +144.0% | CL A | 571903202 |
| SCHD | SCHWAB STRATEGIC TR | 14,141 | $395 | 0.0% | $35.42 | — | US DIVIDEND EQ | 808524797 |
| GS | GOLDMAN SACHS GROUP INC | 716 | $391 | 0.0% | $475.08 | +24.3% | COM | 38141G104 |
| PFE | PFIZER INC | 14,888 | $377 | 0.0% | $25.72 | -3.9% | COM | 717081103 |
| HEI/A | HEICO CORP NEW | 1,786 | $377 | 0.0% | $119.94 | +61.4% | CL A | 422806208 |
| HSIC | HENRY SCHEIN INC | 5,466 | $374 | 0.0% | $56.09 | +31.6% | COM | 806407102 |
| ORRF | ORRSTOWN FINL SVCS INC | 12,305 | $369 | 0.0% | $22.24 | +45.2% | COM | 687380105 |
| ORCL | ORACLE CORP | 2,573 | $360 | 0.0% | $89.09 | +81.3% | COM | 68389X105 |
| F | FORD MTR CO | 35,229 | $353 | 0.0% | $9.63 | -4.0% | COM | 345370860 |
| KMB | KIMBERLY-CLARK CORP | 2,460 | $350 | 0.0% | $130.11 | -0.2% | COM | 494368103 |
| IWO | ISHARES TR | 1,353 | $346 | 0.0% | $287.91 | — | RUS 2000 GRW ETF | 464287648 |
| MMM | 3M CO | 2,279 | $335 | 0.0% | $144.58 | 0.0% | COM | 88579Y101 |
| FLXS | FLEXSTEEL INDS INC | 9,112 | $333 | 0.0% | $18.16 | +153.2% | COM | 339382103 |
| RTX | RTX CORPORATION | 2,490 | $330 | 0.0% | $118.27 | +5.5% | COM | 75513E101 |
| FRAF | FRANKLIN FINL SVCS CORP | 9,180 | $325 | 0.0% | $29.01 | +16.3% | COM | 353525108 |
| FE | FIRSTENERGY CORP | 7,524 | $304 | 0.0% | $39.95 | -3.7% | COM | 337932107 |
| NOW | SERVICENOW INC | 379 | $302 | 0.0% | $100.78 | +91.3% | COM | 81762P102 |
| BAC | BANK AMERICA CORP | 7,189 | $300 | 0.0% | $34.44 | +26.7% | COM | 060505104 |
| AMGN | AMGEN INC | 956 | $298 | 0.0% | $260.94 | +10.1% | COM | 031162100 |
| VTI | VANGUARD INDEX FDS | 1,070 | $294 | 0.0% | $232.91 | — | TOTAL STK MKT | 922908769 |
| VZ | VERIZON COMMUNICATIONS INC | 6,448 | $292 | 0.0% | $32.68 | +21.1% | COM | 92343V104 |
| GLPI | GAMING & LEISURE PPTYS INC | 5,730 | $292 | 0.0% | $48.43 | — | COM | 36467J108 |
| TJX | TJX COS INC NEW | 2,286 | $278 | 0.0% | $77.69 | +54.6% | COM | 872540109 |
| ITOT | ISHARES TR | 2,252 | $275 | 0.0% | $116.31 | — | CORE S&P TTL STK | 464287150 |
| GSK | GSK PLC | 7,083 | $274 | 0.0% | $36.69 | — | SPONSORED ADR | 37733W204 |
| NFLX | NETFLIX INC | 292 | $272 | 0.0% | $66.88 | +42.2% | COM | 64110L106 |
| DFAS | DIMENSIONAL ETF TRUST | 4,453 | $266 | 0.0% | $57.48 | — | US SMALL CAP ETF | 25434V500 |
| DFUV | DIMENSIONAL ETF TRUST | 6,288 | $259 | 0.0% | $33.48 | — | US MKTWIDE VALUE | 25434V724 |
| ACN | ACCENTURE PLC IRELAND | 784 | $245 | 0.0% | $299.34 | +16.7% | SHS CLASS A | G1151C101 |
| VEEV | VEEVA SYS INC | 1,042 | $241 | 0.0% | $197.66 | +15.6% | CL A COM | 922475108 |
| BIBL | NORTHERN LTS FD TR IV | 6,177 | $237 | 0.0% | $38.41 | — | INSPIRE 100 ETF | 66538H534 |
| C | CITIGROUP INC | 2,962 | $210 | 0.0% | $65.38 | +14.0% | COM NEW | 172967424 |
| MS | MORGAN STANLEY | 1,769 | $206 | 0.0% | $119.51 | +5.4% | COM NEW | 617446448 |
| SFL | SFL CORPORATION LTD | 25,000 | $205 | 0.0% | $11.13 | -13.2% | SHS | G7738W106 |
| MUB | ISHARES TR | 1,943 | $205 | 0.0% | $113.15 | — | NATIONAL MUN ETF | 464288414 |
| GE | GE AEROSPACE | 1,016 | $203 | 0.0% | $195.73 | 0.0% | COM NEW | 369604301 |