Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	45,703	$30.59M	8.9%	$562.67	—	CORE S&P500 ETF	464287200
AAPL	APPLE INC	105,654	$26.9M	7.8%	$101.88	+121.4%	COM	037833100
GOOGL	ALPHABET INC	84,623	$20.57M	6.0%	$109.39	+91.2%	CAP STK CL A	02079K305
CAT	CATERPILLAR INC	41,555	$19.83M	5.8%	$130.41	+226.2%	COM	149123101
GS	GOLDMAN SACHS GROUP INC	24,460	$19.48M	5.7%	$197.36	+272.3%	COM	38141G104
WMT	WALMART INC	159,511	$16.44M	4.8%	$49.40	+100.9%	COM	931142103
WM	WASTE MGMT INC DEL	69,975	$15.45M	4.5%	$97.66	+129.0%	COM	94106L109
MCD	MCDONALDS CORP	41,789	$12.7M	3.7%	$177.26	+70.0%	COM	580135101
HDV	ISHARES TR	98,779	$12.1M	3.5%	$121.42	—	CORE HIGH DV ETF	46429B663
DGRO	ISHARES TR	177,203	$12.06M	3.5%	$66.27	—	CORE DIV GRWTH	46434V621
CMI	CUMMINS INC	28,475	$12.03M	3.5%	$140.80	+170.4%	COM	231021106
ACWX	ISHARES TR	183,958	$11.96M	3.5%	$64.19	—	MSCI ACWI EX US	464288240
MSFT	MICROSOFT CORP	21,625	$11.2M	3.3%	$344.72	+47.6%	COM	594918104
IWY	ISHARES TR	38,270	$10.47M	3.0%	$267.20	—	RUS TP200 GR ETF	464289438
DGX	QUEST DIAGNOSTICS INC	42,942	$8.184M	2.4%	$98.13	+80.0%	COM	74834L100
PG	PROCTER AND GAMBLE CO	50,480	$7.756M	2.3%	$91.40	+69.5%	COM	742718109
KO	COCA COLA CO	109,899	$7.289M	2.1%	$43.85	+54.9%	COM	191216100
JNJ	JOHNSON & JOHNSON	37,153	$6.889M	2.0%	$126.04	+34.5%	COM	478160104
ACN	ACCENTURE PLC IRELAND	26,925	$6.64M	1.9%	$182.57	+42.7%	SHS CLASS A	G1151C101
AOS	SMITH A O CORP	83,702	$6.145M	1.8%	$49.24	+43.9%	COM	831865209
LOW	LOWES COS INC	22,692	$5.703M	1.7%	$163.53	+49.3%	COM	548661107
ACWI	ISHARES TR	41,138	$5.687M	1.7%	$73.71	—	MSCI ACWI ETF	464288257
DIS	DISNEY WALT CO	35,945	$4.116M	1.2%	$111.46	+5.0%	COM	254687106
NVO	NOVO-NORDISK A S	71,447	$3.965M	1.2%	$71.30	—	ADR	670100205
USXF	ISHARES TR	68,225	$3.91M	1.1%	$40.95	—	ESG MSCI USA ETF	46436E767
DFAC	DIMENSIONAL ETF TRUST	72,911	$2.812M	0.8%	$23.30	—	US CORE EQUITY 2	25434V708
AGG	ISHARES TR	27,627	$2.77M	0.8%	$106.35	—	CORE US AGGBD ET	464287226
—	ISHARES TR	100,318	$2.688M	0.8%	$26.53	—	IBONDS DEC 25	46435U432
IBMO	ISHARES TR	98,810	$2.535M	0.7%	$25.28	—	IBONDS DEC 26	46435U259
DMXF	ISHARES TR	31,818	$2.41M	0.7%	$64.24	—	ESG EAFE ETF	46436E759
IBMP	ISHARES TR	82,104	$2.092M	0.6%	$25.02	—	IBONDS DEC 27	46435U283
NVDA	NVIDIA CORPORATION	9,498	$1.772M	0.5%	$96.83	+80.0%	COM	67066G104
PKG	PACKAGING CORP AMER	7,475	$1.629M	0.5%	$177.65	+14.8%	COM	695156109
AMZN	AMAZON COM INC	7,011	$1.539M	0.4%	$132.43	+70.9%	COM	023135106
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,054	$1.535M	0.4%	$282.37	+71.5%	CL B NEW	084670702
COR	CENCORA INC	3,791	$1.185M	0.3%	$115.50	+154.1%	COM	03073E105
MA	MASTERCARD INCORPORATED	2,074	$1.18M	0.3%	$230.15	+149.2%	CL A	57636Q104
GLD	SPDR GOLD TR	3,164	$1.125M	0.3%	$165.90	—	GOLD SHS	78463V107
ISRG	INTUITIVE SURGICAL INC	2,475	$1.107M	0.3%	$298.09	+61.0%	COM NEW	46120E602
VV	VANGUARD INDEX FDS	3,098	$954K	0.3%	$218.15	—	LARGE CAP ETF	922908637
CNI	CANADIAN NATL RY CO	9,547	$900K	0.3%	$83.72	+14.7%	COM	136375102
—	ISHARES TR	33,530	$845K	0.2%	$25.45	—	IBONDS DEC25 ETF	46434VBD1
RSP	INVESCO EXCHANGE TRADED FD T	4,150	$787K	0.2%	$174.44	—	S&P500 EQL WGT	46137V357
IBDR	ISHARES TR	32,397	$787K	0.2%	$24.51	—	IBONDS DEC2026	46435GAA0
LLY	ELI LILLY & CO	1,018	$777K	0.2%	$468.17	+58.5%	COM	532457108
TIP	ISHARES TR	6,573	$731K	0.2%	$118.87	—	TIPS BD ETF	464287176
VB	VANGUARD INDEX FDS	2,775	$706K	0.2%	$213.33	—	SMALL CP ETF	922908751
ABBV	ABBVIE INC	2,846	$659K	0.2%	$148.25	+36.2%	COM	00287Y109
META	META PLATFORMS INC	870	$639K	0.2%	$678.74	+9.5%	CL A	30303M102
NFLX	NETFLIX INC	530	$635K	0.2%	$122.05	0.0%	COM	64110L106
XOM	EXXON MOBIL CORP	5,368	$605K	0.2%	$55.39	+98.1%	COM	30231G102
IBIT	ISHARES BITCOIN TRUST ETF	9,066	$589K	0.2%	$61.39	—	SHS BEN INT	46438F101
JPM	JPMORGAN CHASE & CO.	1,861	$587K	0.2%	$145.48	+103.4%	COM	46625H100
TSM	TAIWAN SEMICONDUCTOR MFG LTD	2,047	$572K	0.2%	$138.03	—	SPONSORED ADS	874039100
FITB	FIFTH THIRD BANCORP	12,342	$550K	0.2%	$35.23	+22.2%	COM	316773100
SPY	SPDR S&P 500 ETF TR	750	$500K	0.1%	$530.70	—	TR UNIT	78462F103
HSY	HERSHEY CO	2,661	$498K	0.1%	$162.92	+10.3%	COM	427866108
IBDS	ISHARES TR	19,503	$475K	0.1%	$23.87	—	IBONDS 27 ETF	46435UAA9
QQQ	INVESCO QQQ TR	721	$433K	0.1%	$457.02	—	UNIT SER 1	46090E103
UNH	UNITEDHEALTH GROUP INC	1,201	$415K	0.1%	$298.94	0.0%	COM	91324P102
PEP	PEPSICO INC	2,667	$375K	0.1%	$124.46	+12.8%	COM	713448108
VEA	VANGUARD TAX-MANAGED FDS	6,121	$367K	0.1%	$47.90	—	VAN FTSE DEV MKT	921943858
DHR	DANAHER CORPORATION	1,724	$342K	0.1%	$225.46	-12.0%	COM	235851102
GOOG	ALPHABET INC	1,360	$331K	0.1%	$169.82	+23.6%	CAP STK CL C	02079K107
BR	BROADRIDGE FINL SOLUTIONS IN	1,386	$330K	0.1%	$232.40	+6.4%	COM	11133T103
STIP	ISHARES TR	3,124	$323K	0.1%	$103.00	—	0-5 YR TIPS ETF	46429B747
IAU	ISHARES GOLD TR	4,307	$313K	0.1%	$59.22	—	ISHARES NEW	464285204
IBMQ	ISHARES TR	11,899	$305K	0.1%	$25.43	—	IBONDS DEC 28	46435U325
VNQ	VANGUARD INDEX FDS	3,285	$300K	0.1%	$88.36	—	REAL ESTATE ETF	922908553
NVR	NVR INC	36	$289K	0.1%	$4593.50	+73.1%	COM	62944T105
CB	CHUBB LIMITED	1,010	$285K	0.1%	$213.74	+28.8%	COM	H1467J104
IBDT	ISHARES TR	11,148	$284K	0.1%	$25.12	—	IBDS DEC28 ETF	46435U515
IBM	INTERNATIONAL BUSINESS MACHS	1,004	$283K	0.1%	$188.97	+37.4%	COM	459200101
GD	GENERAL DYNAMICS CORP	752	$256K	0.1%	$255.81	+22.7%	COM	369550108
AXP	AMERICAN EXPRESS CO	756	$251K	0.1%	$280.06	+13.0%	COM	025816109
CVX	CHEVRON CORP NEW	1,608	$250K	0.1%	$93.51	+62.8%	COM	166764100
SBUX	STARBUCKS CORP	2,921	$247K	0.1%	$79.47	+11.4%	COM	855244109
CTVA	CORTEVA INC	3,304	$223K	0.1%	$61.25	+17.8%	COM	22052L104
MUB	ISHARES TR	2,094	$223K	0.1%	$110.83	—	NATIONAL MUN ETF	464288414
KLAC	KLA CORP	198	$214K	0.1%	$930.36	0.0%	COM NEW	482480100
IWF	ISHARES TR	442	$207K	0.1%	$468.41	—	RUS 1000 GRW ETF	464287614
FULT	FULTON FINL CORP PA	10,308	$192K	0.1%	$15.15	+22.5%	COM	360271100
AGL	AGILON HEALTH INC	98,788	$102K	0.0%	$3.48	-56.6%	COM	00857U107