Atwater Malick LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IBMR	ISHARES TR	12,787	$325	0.1%	$25.43	—	IBONDS DEC 2029	46436E163
IBDU	ISHARES TR	12,673	$297	0.1%	$23.41	—	IBONDS DEC 29	46436E205
GVI	ISHARES TR	2,431	$261	0.1%	$107.35	—	INTRM GOV CR ETF	464288612
GILD	GILEAD SCIENCES INC	2,078	$255	0.1%	$120.88	0.0%	COM	375558103
CSCO	CISCO SYS INC	2,909	$224	0.1%	$73.79	0.0%	COM	17275R102
RTX	RTX CORPORATION	1,136	$208	0.1%	$173.32	0.0%	COM	75513E101
NFLX	NETFLIX INC	20	$27	0.0%	$109.23	-1.3%	PUT	64110L106
AAPL	APPLE INC	16	$13	0.0%	$101.88	+163.4%	PUT	037833100
COR	CENCORA INC	4	$7	0.0%	$115.50	+194.9%	PUT	03073E105
META	META PLATFORMS INC	1	$7	0.0%	$678.74	-1.7%	PUT	30303M102

Increased Positions (25)

IVV ISHARES TR 9.6%

Value ($000) $34,868 (+14.0%) Shares 50,906 (+11.4%) Est. Cost $575.17 Unrealized —

ACWX ISHARES TR 4.2%

Value ($000) $15,226 (+27.3%) Shares 226,820 (+23.3%) Est. Cost $64.74 Unrealized —

DGRO ISHARES TR 4.2%

Value ($000) $15,308 (+26.9%) Shares 220,509 (+24.4%) Est. Cost $66.89 Unrealized —

IWY ISHARES TR 3.7%

Value ($000) $13,558 (+29.5%) Shares 48,958 (+27.9%) Est. Cost $269.32 Unrealized —

HDV ISHARES TR 4.1%

Value ($000) $14,827 (+22.6%) Shares 121,921 (+23.4%) Est. Cost $121.45 Unrealized —

IBMQ ISHARES TR 0.7%

Value ($000) $2,434 (+697.8%) Shares 95,171 (+699.8%) Est. Cost $25.56 Unrealized —

AGG ISHARES TR 1.1%

Value ($000) $3,853 (+39.1%) Shares 38,580 (+39.6%) Est. Cost $104.51 Unrealized —

MCD MCDONALDS CORP 3.6%

Value ($000) $13,192 (+3.9%) Shares 43,162 (+3.3%) Est. Cost $181.33 Unrealized +68.3%

MSFT MICROSOFT CORP 3.0%

Value ($000) $10,860 (-3.0%) Shares 22,455 (+3.8%) Est. Cost $350.48 Unrealized +42.8%

IBMP ISHARES TR 0.7%

Value ($000) $2,370 (+13.3%) Shares 93,331 (+13.7%) Est. Cost $25.06 Unrealized —

NFLX NETFLIX INC 0.1%

Value ($000) $497 (-21.8%) Shares 5,300 (+900.0%) Est. Cost $109.23 Unrealized -1.3%

IBDT ISHARES TR 0.1%

Value ($000) $416 (+46.4%) Shares 16,357 (+46.7%) Est. Cost $25.23 Unrealized —

IBDS ISHARES TR 0.2%

Value ($000) $605 (+27.4%) Shares 24,902 (+27.7%) Est. Cost $23.96 Unrealized —

RSP INVESCO EXCHANGE TRADED FD 0.3%

Value ($000) $914 (+16.0%) Shares 4,769 (+14.9%) Est. Cost $176.66 Unrealized —

IBM INTERNATIONAL BUSINESS 0.1%

Value ($000) $403 (+42.1%) Shares 1,359 (+35.4%) Est. Cost $217.65 Unrealized +37.3%

IAU ISHARES GOLD TR 0.1%

Value ($000) $425 (+35.5%) Shares 5,232 (+21.5%) Est. Cost $63.10 Unrealized —

IBMO ISHARES TR 0.7%

Value ($000) $2,616 (+3.2%) Shares 102,050 (+3.3%) Est. Cost $25.29 Unrealized —

ABBV ABBVIE INC 0.2%

Value ($000) $740 (+12.2%) Shares 3,237 (+13.7%) Est. Cost $157.82 Unrealized +44.2%

GD GENERAL DYNAMICS CORP 0.1%

Value ($000) $324 (+26.4%) Shares 963 (+28.1%) Est. Cost $274.45 Unrealized +24.2%

AGL AGILON HEALTH INC 0.0%

Value ($000) $136 (+33.7%) Shares 197,576 (+100.0%) Est. Cost $2.13 Unrealized -63.6%

IBDR ISHARES TR 0.2%

Value ($000) $816 (+3.7%) Shares 33,677 (+4.0%) Est. Cost $24.50 Unrealized —

PEP PEPSICO INC 0.1%

Value ($000) $400 (+6.7%) Shares 2,784 (+4.4%) Est. Cost $125.36 Unrealized +16.4%

JPM JPMORGAN CHASE & CO. 0.2%

Value ($000) $606 (+3.2%) Shares 1,880 (+1.0%) Est. Cost $147.14 Unrealized +110.4%

DMXF ISHARES TR 0.7%

Value ($000) $2,426 (+0.7%) Shares 32,273 (+1.4%) Est. Cost $64.39 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.1%

Value ($000) $401 (-3.3%) Shares 1,215 (+1.2%) Est. Cost $299.38 Unrealized +12.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
IVV	ISHARES TR	50,906 (+11.4%)	$34,868 (+14.0%)	9.6%	$575.17	—	CORE S&P500 ETF	464287200
ACWX	ISHARES TR	226,820 (+23.3%)	$15,226 (+27.3%)	4.2%	$64.74	—	MSCI ACWI EX US	464288240
DGRO	ISHARES TR	220,509 (+24.4%)	$15,308 (+26.9%)	4.2%	$66.89	—	CORE DIV GRWTH	46434V621
IWY	ISHARES TR	48,958 (+27.9%)	$13,558 (+29.5%)	3.7%	$269.32	—	RUS TP200 GR ETF	464289438
HDV	ISHARES TR	121,921 (+23.4%)	$14,827 (+22.6%)	4.1%	$121.45	—	CORE HIGH DV ETF	46429B663
IBMQ	ISHARES TR	95,171 (+699.8%)	$2,434 (+697.8%)	0.7%	$25.56	—	IBONDS DEC 28	46435U325
AGG	ISHARES TR	38,580 (+39.6%)	$3,853 (+39.1%)	1.1%	$104.51	—	CORE US AGGBD ET	464287226
MCD	MCDONALDS CORP	43,162 (+3.3%)	$13,192 (+3.9%)	3.6%	$181.33	+68.3%	COM	580135101
MSFT	MICROSOFT CORP	22,455 (+3.8%)	$10,860 (-3.0%)	3.0%	$350.48	+42.8%	COM	594918104
IBMP	ISHARES TR	93,331 (+13.7%)	$2,370 (+13.3%)	0.7%	$25.06	—	IBONDS DEC 27	46435U283
NFLX	NETFLIX INC	5,300 (+900.0%)	$497 (-21.8%)	0.1%	$109.23	-1.3%	COM	64110L106
IBDT	ISHARES TR	16,357 (+46.7%)	$416 (+46.4%)	0.1%	$25.23	—	IBDS DEC28 ETF	46435U515
IBDS	ISHARES TR	24,902 (+27.7%)	$605 (+27.4%)	0.2%	$23.96	—	IBONDS 27 ETF	46435UAA9
RSP	INVESCO EXCHANGE TRADED FD	4,769 (+14.9%)	$914 (+16.0%)	0.3%	$176.66	—	S&P500 EQL WGT	46137V357
IBM	INTERNATIONAL BUSINESS	1,359 (+35.4%)	$403 (+42.1%)	0.1%	$217.65	+37.3%	COM	459200101
IAU	ISHARES GOLD TR	5,232 (+21.5%)	$425 (+35.5%)	0.1%	$63.10	—	ISHARES NEW	464285204
IBMO	ISHARES TR	102,050 (+3.3%)	$2,616 (+3.2%)	0.7%	$25.29	—	IBONDS DEC 26	46435U259
ABBV	ABBVIE INC	3,237 (+13.7%)	$740 (+12.2%)	0.2%	$157.82	+44.2%	COM	00287Y109
GD	GENERAL DYNAMICS CORP	963 (+28.1%)	$324 (+26.4%)	0.1%	$274.45	+24.2%	COM	369550108
AGL	AGILON HEALTH INC	197,576 (+100.0%)	$136 (+33.7%)	0.0%	$2.13	-63.6%	COM	00857U107
IBDR	ISHARES TR	33,677 (+4.0%)	$816 (+3.7%)	0.2%	$24.50	—	IBONDS DEC2026	46435GAA0
PEP	PEPSICO INC	2,784 (+4.4%)	$400 (+6.7%)	0.1%	$125.36	+16.4%	COM	713448108
JPM	JPMORGAN CHASE & CO.	1,880 (+1.0%)	$606 (+3.2%)	0.2%	$147.14	+110.4%	COM	46625H100
DMXF	ISHARES TR	32,273 (+1.4%)	$2,426 (+0.7%)	0.7%	$64.39	—	ESG EAFE ETF	46436E759
UNH	UNITEDHEALTH GROUP INC	1,215 (+1.2%)	$401 (-3.3%)	0.1%	$299.38	+12.6%	COM	91324P102

Exited Positions (3)

— ISHARES TR 0.7%

Value ($000) $2,688 Shares 100,318 Est. Cost $26.53 Unrealized —

— ISHARES TR 0.2%

Value ($000) $845 Shares 33,530 Est. Cost $25.45 Unrealized —

FULT FULTON FINL CORP PA 0.1%

Value ($000) $192 Shares 10,308 Est. Cost $15.15 Unrealized +20.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	ISHARES TR	100,318	$2,688	0.7%	$26.53	—	—	46435U432
—	ISHARES TR	33,530	$845	0.2%	$25.45	—	—	46434VBD1
FULT	FULTON FINL CORP PA	10,308	$192	0.1%	$15.15	+20.3%	—	360271100

Decreased Positions (32)

GOOGL ALPHABET INC 6.9%

Value ($000) $24,872 (+20.9%) Shares 79,464 (-6.1%) Est. Cost $109.39 Unrealized +161.1%

CAT CATERPILLAR INC 6.3%

Value ($000) $22,723 (+14.6%) Shares 39,666 (-4.5%) Est. Cost $130.41 Unrealized +326.0%

AOS SMITH A O CORP 1.1%

Value ($000) $4,017 (-34.6%) Shares 60,069 (-28.2%) Est. Cost $49.24 Unrealized +37.0%

DGX QUEST DIAGNOSTICS INC 1.7%

Value ($000) $6,131 (-25.1%) Shares 35,333 (-17.7%) Est. Cost $98.13 Unrealized +85.5%

PG PROCTER AND GAMBLE CO 1.7%

Value ($000) $6,039 (-22.1%) Shares 42,137 (-16.5%) Est. Cost $91.40 Unrealized +61.0%

GS GOLDMAN SACHS GROUP INC 5.7%

Value ($000) $20,743 (+6.5%) Shares 23,598 (-3.5%) Est. Cost $197.36 Unrealized +312.1%

LOW LOWES COS INC 1.2%

Value ($000) $4,466 (-21.7%) Shares 18,520 (-18.4%) Est. Cost $163.53 Unrealized +46.7%

DIS DISNEY WALT CO 0.8%

Value ($000) $2,942 (-28.5%) Shares 25,858 (-28.1%) Est. Cost $111.46 Unrealized -1.7%

ACN ACCENTURE PLC IRELAND 1.5%

Value ($000) $5,609 (-15.5%) Shares 20,907 (-22.4%) Est. Cost $182.57 Unrealized +39.2%

AAPL APPLE INC 7.7%

Value ($000) $27,794 (+3.3%) Shares 102,236 (-3.2%) Est. Cost $101.88 Unrealized +163.4%

WMT WALMART INC 4.8%

Value ($000) $17,291 (+5.2%) Shares 155,199 (-2.7%) Est. Cost $49.40 Unrealized +117.0%

KO COCA COLA CO 1.8%

Value ($000) $6,492 (-10.9%) Shares 92,863 (-15.5%) Est. Cost $43.85 Unrealized +58.3%

NVO NOVO-NORDISK A S 0.9%

Value ($000) $3,301 (-16.7%) Shares 64,886 (-9.2%) Est. Cost $71.30 Unrealized —

PKG PACKAGING CORP AMER 0.3%

Value ($000) $1,143 (-29.8%) Shares 5,542 (-25.9%) Est. Cost $177.65 Unrealized +13.9%

JNJ JOHNSON & JOHNSON 1.8%

Value ($000) $6,542 (-5.0%) Shares 31,611 (-14.9%) Est. Cost $126.04 Unrealized +56.3%

CMI CUMMINS INC 3.4%

Value ($000) $12,264 (+2.0%) Shares 24,025 (-15.6%) Est. Cost $140.80 Unrealized +231.2%

ACWI ISHARES TR 1.5%

Value ($000) $5,560 (-2.2%) Shares 39,296 (-4.5%) Est. Cost $73.71 Unrealized —

TIP ISHARES TR 0.2%

Value ($000) $659 (-9.9%) Shares 5,993 (-8.8%) Est. Cost $118.87 Unrealized —

GOOG ALPHABET INC 0.1%

Value ($000) $395 (+19.2%) Shares 1,258 (-7.5%) Est. Cost $169.82 Unrealized +68.6%

COR CENCORA INC 0.3%

Value ($000) $1,247 (+5.2%) Shares 3,691 (-2.6%) Est. Cost $115.50 Unrealized +194.9%

STIP ISHARES TR 0.1%

Value ($000) $280 (-13.3%) Shares 2,734 (-12.5%) Est. Cost $103.00 Unrealized —

NVR NVR INC 0.1%

Value ($000) $255 (-11.8%) Shares 35 (-2.8%) Est. Cost $4593.50 Unrealized +62.8%

NVDA NVIDIA CORPORATION 0.5%

Value ($000) $1,738 (-1.9%) Shares 9,321 (-1.9%) Est. Cost $96.83 Unrealized +92.2%

BR BROADRIDGE FINL SOLUTIONS 0.1%

Value ($000) $301 (-8.8%) Shares 1,349 (-2.7%) Est. Cost $232.40 Unrealized -2.2%

SBUX STARBUCKS CORP 0.1%

Value ($000) $229 (-7.3%) Shares 2,719 (-6.9%) Est. Cost $79.47 Unrealized +5.8%

DHR DANAHER CORPORATION 0.1%

Value ($000) $359 (+5.0%) Shares 1,568 (-9.0%) Est. Cost $225.46 Unrealized -2.6%

AXP AMERICAN EXPRESS CO 0.1%

Value ($000) $267 (+6.5%) Shares 723 (-4.4%) Est. Cost $280.06 Unrealized +27.5%

CVX CHEVRON CORP NEW 0.1%

Value ($000) $235 (-6.0%) Shares 1,540 (-4.2%) Est. Cost $93.51 Unrealized +61.9%

KLAC KLA CORP 0.1%

Value ($000) $226 (+5.8%) Shares 186 (-6.1%) Est. Cost $930.36 Unrealized +26.0%

XOM EXXON MOBIL CORP 0.2%

Value ($000) $614 (+1.4%) Shares 5,100 (-5.0%) Est. Cost $55.39 Unrealized +108.5%

AMZN AMAZON COM INC 0.4%

Value ($000) $1,536 (-0.2%) Shares 6,656 (-5.1%) Est. Cost $132.43 Unrealized +72.8%

CNI CANADIAN NATL RY CO 0.2%

Value ($000) $902 (+0.2%) Shares 9,121 (-4.5%) Est. Cost $83.72 Unrealized +14.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	79,464 (-6.1%)	$24,872 (+20.9%)	6.9%	$109.39	+161.1%	CAP STK CL A	02079K305
CAT	CATERPILLAR INC	39,666 (-4.5%)	$22,723 (+14.6%)	6.3%	$130.41	+326.0%	COM	149123101
AOS	SMITH A O CORP	60,069 (-28.2%)	$4,017 (-34.6%)	1.1%	$49.24	+37.0%	COM	831865209
DGX	QUEST DIAGNOSTICS INC	35,333 (-17.7%)	$6,131 (-25.1%)	1.7%	$98.13	+85.5%	COM	74834L100
PG	PROCTER AND GAMBLE CO	42,137 (-16.5%)	$6,039 (-22.1%)	1.7%	$91.40	+61.0%	COM	742718109
GS	GOLDMAN SACHS GROUP INC	23,598 (-3.5%)	$20,743 (+6.5%)	5.7%	$197.36	+312.1%	COM	38141G104
LOW	LOWES COS INC	18,520 (-18.4%)	$4,466 (-21.7%)	1.2%	$163.53	+46.7%	COM	548661107
DIS	DISNEY WALT CO	25,858 (-28.1%)	$2,942 (-28.5%)	0.8%	$111.46	-1.7%	COM	254687106
ACN	ACCENTURE PLC IRELAND	20,907 (-22.4%)	$5,609 (-15.5%)	1.5%	$182.57	+39.2%	SHS CLASS A	G1151C101
AAPL	APPLE INC	102,236 (-3.2%)	$27,794 (+3.3%)	7.7%	$101.88	+163.4%	COM	037833100
WMT	WALMART INC	155,199 (-2.7%)	$17,291 (+5.2%)	4.8%	$49.40	+117.0%	COM	931142103
KO	COCA COLA CO	92,863 (-15.5%)	$6,492 (-10.9%)	1.8%	$43.85	+58.3%	COM	191216100
NVO	NOVO-NORDISK A S	64,886 (-9.2%)	$3,301 (-16.7%)	0.9%	$71.30	—	ADR	670100205
PKG	PACKAGING CORP AMER	5,542 (-25.9%)	$1,143 (-29.8%)	0.3%	$177.65	+13.9%	COM	695156109
JNJ	JOHNSON & JOHNSON	31,611 (-14.9%)	$6,542 (-5.0%)	1.8%	$126.04	+56.3%	COM	478160104
CMI	CUMMINS INC	24,025 (-15.6%)	$12,264 (+2.0%)	3.4%	$140.80	+231.2%	COM	231021106
ACWI	ISHARES TR	39,296 (-4.5%)	$5,560 (-2.2%)	1.5%	$73.71	—	MSCI ACWI ETF	464288257
TIP	ISHARES TR	5,993 (-8.8%)	$659 (-9.9%)	0.2%	$118.87	—	TIPS BD ETF	464287176
GOOG	ALPHABET INC	1,258 (-7.5%)	$395 (+19.2%)	0.1%	$169.82	+68.6%	CAP STK CL C	02079K107
COR	CENCORA INC	3,691 (-2.6%)	$1,247 (+5.2%)	0.3%	$115.50	+194.9%	COM	03073E105
STIP	ISHARES TR	2,734 (-12.5%)	$280 (-13.3%)	0.1%	$103.00	—	0-5 YR TIPS ETF	46429B747
NVR	NVR INC	35 (-2.8%)	$255 (-11.8%)	0.1%	$4593.50	+62.8%	COM	62944T105
NVDA	NVIDIA CORPORATION	9,321 (-1.9%)	$1,738 (-1.9%)	0.5%	$96.83	+92.2%	COM	67066G104
BR	BROADRIDGE FINL SOLUTIONS	1,349 (-2.7%)	$301 (-8.8%)	0.1%	$232.40	-2.2%	COM	11133T103
SBUX	STARBUCKS CORP	2,719 (-6.9%)	$229 (-7.3%)	0.1%	$79.47	+5.8%	COM	855244109
DHR	DANAHER CORPORATION	1,568 (-9.0%)	$359 (+5.0%)	0.1%	$225.46	-2.6%	COM	235851102
AXP	AMERICAN EXPRESS CO	723 (-4.4%)	$267 (+6.5%)	0.1%	$280.06	+27.5%	COM	025816109
CVX	CHEVRON CORP NEW	1,540 (-4.2%)	$235 (-6.0%)	0.1%	$93.51	+61.9%	COM	166764100
KLAC	KLA CORP	186 (-6.1%)	$226 (+5.8%)	0.1%	$930.36	+26.0%	COM NEW	482480100
XOM	EXXON MOBIL CORP	5,100 (-5.0%)	$614 (+1.4%)	0.2%	$55.39	+108.5%	COM	30231G102
AMZN	AMAZON COM INC	6,656 (-5.1%)	$1,536 (-0.2%)	0.4%	$132.43	+72.8%	COM	023135106
CNI	CANADIAN NATL RY CO	9,121 (-4.5%)	$902 (+0.2%)	0.2%	$83.72	+14.8%	COM	136375102

Unchanged Positions (23)

LLY ELI LILLY & CO 0.3%

Value ($000) $1,098 Shares 1,022 Est. Cost $468.17 Unrealized +104.1%

ISRG INTUITIVE SURGICAL INC 0.4%

Value ($000) $1,408 Shares 2,486 Est. Cost $298.09 Unrealized +78.6%

IBIT ISHARES BITCOIN TRUST ETF 0.1%

Value ($000) $449 Shares 9,051 Est. Cost $61.39 Unrealized —

GLD SPDR GOLD TR 0.3%

Value ($000) $1,254 Shares 3,164 Est. Cost $165.90 Unrealized —

WM WASTE MGMT INC DEL 4.2%

Value ($000) $15,371 Shares 69,961 Est. Cost $97.66 Unrealized +117.6%

DFAC DIMENSIONAL ETF TRUST 0.8%

Value ($000) $2,893 Shares 73,075 Est. Cost $23.30 Unrealized —

META META PLATFORMS INC 0.2%

Value ($000) $574 Shares 870 Est. Cost $678.74 Unrealized -1.7%

TSM TAIWAN SEMICONDUCTOR MFG 0.2%

Value ($000) $622 Shares 2,047 Est. Cost $138.03 Unrealized —

FITB FIFTH THIRD BANCORP 0.2%

Value ($000) $582 Shares 12,442 Est. Cost $35.23 Unrealized +23.9%

CB CHUBB LIMITED 0.1%

Value ($000) $315 Shares 1,010 Est. Cost $213.74 Unrealized +36.8%

VV VANGUARD INDEX FDS 0.3%

Value ($000) $975 Shares 3,098 Est. Cost $218.15 Unrealized —

USXF ISHARES TR 1.1%

Value ($000) $3,928 Shares 68,225 Est. Cost $40.95 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 0.1%

Value ($000) $382 Shares 6,121 Est. Cost $47.90 Unrealized —

HSY HERSHEY CO 0.1%

Value ($000) $484 Shares 2,661 Est. Cost $162.92 Unrealized +11.8%

SPY SPDR S&P 500 ETF TR 0.1%

Value ($000) $511 Shares 750 Est. Cost $530.70 Unrealized —

VB VANGUARD INDEX FDS 0.2%

Value ($000) $716 Shares 2,775 Est. Cost $213.33 Unrealized —

QQQ INVESCO QQQ TR 0.1%

Value ($000) $443 Shares 721 Est. Cost $457.02 Unrealized —

VNQ VANGUARD INDEX FDS 0.1%

Value ($000) $291 Shares 3,285 Est. Cost $88.36 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value ($000) $1,530 Shares 3,043 Est. Cost $282.37 Unrealized +76.2%

IWF ISHARES TR 0.1%

Value ($000) $209 Shares 442 Est. Cost $468.41 Unrealized —

CTVA CORTEVA INC 0.1%

Value ($000) $221 Shares 3,304 Est. Cost $61.25 Unrealized +5.4%

MUB ISHARES TR 0.1%

Value ($000) $224 Shares 2,094 Est. Cost $110.83 Unrealized —

MA MASTERCARD INCORPORATED 0.3%

Value ($000) $1,179 Shares 2,066 Est. Cost $230.15 Unrealized +142.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LLY	ELI LILLY & CO	1,022	$1,098	0.3%	$468.17	+104.1%	COM	532457108
ISRG	INTUITIVE SURGICAL INC	2,486	$1,408	0.4%	$298.09	+78.6%	COM NEW	46120E602
IBIT	ISHARES BITCOIN TRUST ETF	9,051	$449	0.1%	$61.39	—	SHS BEN INT	46438F101
GLD	SPDR GOLD TR	3,164	$1,254	0.3%	$165.90	—	GOLD SHS	78463V107
WM	WASTE MGMT INC DEL	69,961	$15,371	4.2%	$97.66	+117.6%	COM	94106L109
DFAC	DIMENSIONAL ETF TRUST	73,075	$2,893	0.8%	$23.30	—	US CORE EQUITY 2	25434V708
META	META PLATFORMS INC	870	$574	0.2%	$678.74	-1.7%	CL A	30303M102
TSM	TAIWAN SEMICONDUCTOR MFG	2,047	$622	0.2%	$138.03	—	SPONSORED ADS	874039100
FITB	FIFTH THIRD BANCORP	12,442	$582	0.2%	$35.23	+23.9%	COM	316773100
CB	CHUBB LIMITED	1,010	$315	0.1%	$213.74	+36.8%	COM	H1467J104
VV	VANGUARD INDEX FDS	3,098	$975	0.3%	$218.15	—	LARGE CAP ETF	922908637
USXF	ISHARES TR	68,225	$3,928	1.1%	$40.95	—	ESG MSCI USA ETF	46436E767
VEA	VANGUARD TAX-MANAGED FDS	6,121	$382	0.1%	$47.90	—	VAN FTSE DEV MKT	921943858
HSY	HERSHEY CO	2,661	$484	0.1%	$162.92	+11.8%	COM	427866108
SPY	SPDR S&P 500 ETF TR	750	$511	0.1%	$530.70	—	TR UNIT	78462F103
VB	VANGUARD INDEX FDS	2,775	$716	0.2%	$213.33	—	SMALL CP ETF	922908751
QQQ	INVESCO QQQ TR	721	$443	0.1%	$457.02	—	UNIT SER 1	46090E103
VNQ	VANGUARD INDEX FDS	3,285	$291	0.1%	$88.36	—	REAL ESTATE ETF	922908553
BRK/B	BERKSHIRE HATHAWAY INC DEL	3,043	$1,530	0.4%	$282.37	+76.2%	CL B NEW	084670702
IWF	ISHARES TR	442	$209	0.1%	$468.41	—	RUS 1000 GRW ETF	464287614
CTVA	CORTEVA INC	3,304	$221	0.1%	$61.25	+5.4%	COM	22052L104
MUB	ISHARES TR	2,094	$224	0.1%	$110.83	—	NATIONAL MUN ETF	464288414
MA	MASTERCARD INCORPORATED	2,066	$1,179	0.3%	$230.15	+142.9%	CL A	57636Q104