Disclosed positions
| ISHARES TR | IWB | RUS 1000 ETF | $45,653,423 | 111,486 | SH | None |
| VANGUARD BD INDEX FDS | BIV | INTERMED TERM | $28,036,842 | 365,539 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $19,794,333 | 126,119 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $14,558,154 | 66,802 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $12,207,101 | 40,272 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $11,350,059 | 109,261 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $11,011,246 | 215,695 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $5,466,049 | 79,901 | SH | None |
| ISHARES TR | IFRA | US INFRASTRUC | $4,151,585 | 65,856 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,864,803 | 19,315 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $3,591,493 | 41,694 | SH | None |
| QUALCOMM INC | QCOM | COM | $3,334,947 | 18,047 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $2,790,031 | 25,925 | SH | None |
| ISHARES TR | IDEV | CORE MSCI INTL | $2,688,043 | 30,199 | SH | None |
| MICROSOFT CORP | MSFT | COM | $2,620,110 | 7,024 | SH | None |
| APPLE INC | AAPL | COM | $2,203,649 | 7,616 | SH | None |
| META PLATFORMS INC | META | CL A | $2,135,462 | 3,791 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,470,987 | 4,116 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,419,587 | 2,973 | SH | None |
| VANGUARD INDEX FDS | VBR | SM CP VAL ETF | $1,226,503 | 5,048 | SH | None |
| AMAZON COM INC | AMZN | COM | $1,182,643 | 4,962 | SH | None |
| ISHARES TR | IGF | GLB INFRASTR ETF | $1,157,382 | 17,378 | SH | None |
| ROCKWELL AUTOMATION INC | ROK | COM | $1,096,805 | 2,215 | SH | None |
| MANULIFE FINL CORP | MFC | COM | $1,091,293 | 26,939 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $1,090,592 | 1,588 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $1,062,201 | 4,381 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTHR | VNG RUS3000IDX | $1,036,173 | 3,126 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $916,015 | 9,255 | SH | None |
| VANGUARD INDEX FDS | VBK | SML CP GRW ETF | $888,865 | 2,431 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $777,032 | 5,683 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $761,038 | 9,187 | SH | None |
| BROADCOM INC | AVGO | COM | $742,228 | 1,965 | SH | None |
| MVB FINL CORP | MVBF | COM | $689,405 | 23,764 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $670,976 | 899 | SH | None |
| ELI LILLY &CO | LLY | COM | $532,645 | 444 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $507,888 | 440 | SH | None |
| VANGUARD WORLD FD | VDE | ENERGY ETF | $495,088 | 3,298 | SH | None |
| PEPSICO INC | PEP | COM | $481,670 | 3,557 | SH | None |
| JPMORGAN CHASE &CO | JPM | COM | $475,476 | 1,453 | SH | None |
| MCDONALDS CORP | MCD | COM | $464,296 | 1,718 | SH | None |
| TESLA INC | TSLA | COM | $459,295 | 1,092 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $446,348 | 892 | SH | None |
| WALMART INC | WMT | COM | $435,135 | 3,842 | SH | None |
| JOHNSON &JOHNSON | JNJ | COM | $427,445 | 1,683 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $402,124 | 4,704 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $401,913 | 5,159 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $392,114 | 675 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $390,179 | 530 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $386,431 | 1,049 | SH | None |
| FIRST COMWLTH FINL CORP PA | FCF | COM | $385,313 | 18,953 | 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.