Disclosed positions
| ISHARES TR | IVV | CORE S&P500 ETF | $80,956,740 | 108,102 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $37,026,246 | 122,211 | SH | None |
| INVESCO EXCH TRADED FD TR II | RWL | S&P 500 REVENUE | $29,844,435 | 233,598 | SH | None |
| INVESCO EXCH TRD SLF IDX FD | IMFL | INTL DEV DYNAMIC | $19,470,025 | 566,978 | SH | None |
| ISHARES TR | SUSA | ESG OPTIMIZED | $19,341,351 | 125,349 | SH | None |
| SPDR SERIES TRUST | SPAB | ST STR AGGRE ETF | $18,516,313 | 725,561 | SH | None |
| INVESCO EXCH TRADED FD TR II | GOVI | EQUAL WEGT 0-30 | $16,125,863 | 593,954 | SH | None |
| INVESCO ACTIVELY MANAGED EXC | GTO | TOTAL RETURN | $14,280,712 | 304,688 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $13,559,107 | 190,303 | SH | None |
| WISDOMTREE TR | WTMF | FUTRE STRAT FD | $11,905,242 | 291,438 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $11,088,476 | 114,918 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $10,714,027 | 211,823 | SH | None |
| VANGUARD WORLD FD | VSGX | ESG INTL STK ETF | $8,482,337 | 103,016 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPLV | S&P500 LOW VOL | $8,091,386 | 108,029 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQMG | ESG NASDAQ 100 | $7,422,817 | 144,892 | SH | None |
| INVESCO EXCH TRADED FD TR II | PZA | NATL AMT MUNI | $7,420,673 | 315,505 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMEE | SMALL & MID CAP | $7,007,250 | 89,802 | SH | None |
| INVESCO EXCH TRADED FD TR II | RSPE | ESG S&P 500 EQL | $6,493,494 | 191,492 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMST | ULTRA SHT MUNCPL | $6,079,188 | 119,200 | SH | None |
| SPDR SERIES TRUST | SPMD | ST STR P400MID | $5,600,017 | 82,890 | SH | None |
| SCHWAB STRATEGIC TR | SCHC | INTL SCEQT ETF | $5,513,421 | 114,576 | SH | None |
| INVESCO ACTIVELY MANAGED EXC | ICLO | AAA CLO FLTNG RT | $5,346,169 | 208,998 | SH | None |
| ISHARES TR | EAGG | ESG AWR US AGRGT | $5,321,448 | 112,243 | SH | None |
| BLACKROCK ETF TRUST | PMMF | ISHA PR MONE ETF | $5,102,469 | 50,867 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMHI | HIGH YIELD MUNI | $4,659,383 | 92,022 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $4,261,932 | 84,278 | SH | None |
| ISHARES TR | EUSB | ESG ADVAN ETF | $3,783,669 | 87,081 | SH | None |
| PIMCO ETF TR | EMNT | ENHANCD SHORT | $3,729,978 | 37,700 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $3,429,055 | 46,711 | SH | None |
| VANECK ETF TRUST | ANGL | FALLEN ANGEL HG | $3,218,430 | 110,069 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $3,053,371 | 110,230 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $2,482,672 | 73,365 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $2,379,507 | 68,357 | SH | None |
| APPLE INC | AAPL | COM | $2,350,182 | 8,122 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $2,339,616 | 55,428 | SH | None |
| VANGUARD WORLD FD | VCEB | ESG US CORP BD | $2,315,405 | 36,893 | SH | None |
| NUSHARES ETF TR | NUHY | ESG HI TLD CRP | $2,299,633 | 107,283 | SH | None |
| PACER FDS TR | FLRT | ARIST HIGH ETF | $2,105,540 | 45,154 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,095,743 | 10,474 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,755,578 | 2,384 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $1,584,378 | 17,800 | SH | None |
| NUSHARES ETF TR | NUSC | NUVEEN ESG SMLCP | $1,580,747 | 30,329 | SH | None |
| FULTON FINL CORP PA | FULT | COM | $1,578,978 | 65,274 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $1,574,026 | 17,337 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,508,459 | 4,221 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $1,499,225 | 30,957 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $1,392,310 | 15,843 | SH | None |
| ISHARES TR | SUB | SHRT NAT MUN ETF | $1,365,584 | 12,826 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $1,350,629 | 30,447 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,300,348 | 3,486 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.