The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. | |||||||||||||||||||||
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F INFORMATION TABLE |
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COLUMN 1 | COLUMN 2 | COLUMN 3 | COLUMN 4 | COLUMN 5 | COLUMN 6 | COLUMN 7 | COLUMN 8 | ||||
VALUE | SHRS OR | SH/ | PUT/ | INVESTMENT | OTHER | VOTING AUTHORITY | |||||
NAME OF ISSUER | TITLE OF CLASS | CUSIP | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ISHARES TR | CORE S&P MCP ETF | 464287507 | 307 | 1,492 | SH | SOLE | 0 | 0 | 1,492 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 6,785 | 32,967 | SH | SOLE | 0 | 0 | 32,967 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 147 | 1,752 | SH | SOLE | 0 | 0 | 1,752 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 3,420 | 40,793 | SH | SOLE | 0 | 0 | 40,793 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 343 | 1,061 | SH | SOLE | 0 | 0 | 1,061 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 9,154 | 28,320 | SH | SOLE | 0 | 0 | 28,320 | ||
ADOBE INC | COM | 00724F101 | 206 | 624 | SH | SOLE | 0 | 0 | 624 | ||
AMAZON COM INC | COM | 023135106 | 353 | 191 | SH | SOLE | 0 | 0 | 191 | ||
AMAZON COM INC | COM | 023135106 | 11,821 | 6,397 | SH | SOLE | 0 | 0 | 6,397 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 40 | 177 | SH | SOLE | 0 | 0 | 177 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 843 | 3,722 | SH | SOLE | 0 | 0 | 3,722 | ||
ERICSSON | ADR B SEK 10 | 294821608 | 158 | 18,000 | SH | SOLE | 0 | 0 | 18,000 | ||
REALTY INCOME CORP | COM | 756109104 | 287 | 3,901 | SH | SOLE | 0 | 0 | 3,901 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 130 | 900 | SH | SOLE | 0 | 0 | 900 | ||
DISNEY WALT CO | COM DISNEY | 254687106 | 176 | 1,220 | SH | SOLE | 0 | 0 | 1,220 | ||
JOHNSON & JOHNSON | COM | 478160104 | 899 | 6,166 | SH | SOLE | 0 | 0 | 6,166 | ||
MICROSOFT CORP | COM | 594918104 | 184 | 1,168 | SH | SOLE | 0 | 0 | 1,168 | ||
MICROSOFT CORP | COM | 594918104 | 12,661 | 80,286 | SH | SOLE | 0 | 0 | 80,286 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 89 | 950 | SH | SOLE | 0 | 0 | 950 | ||
PRUDENTIAL FINL INC | COM | 744320102 | 173 | 1,850 | SH | SOLE | 0 | 0 | 1,850 | ||
PEPSICO INC | COM | 713448108 | 220 | 1,609 | SH | SOLE | 0 | 0 | 1,609 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 18 | 143 | SH | SOLE | 0 | 0 | 143 | ||
VANGUARD GROUP | DIV APP ETF | 921908844 | 733 | 5,877 | SH | SOLE | 0 | 0 | 5,877 | ||
STARBUCKS CORP | COM | 855244109 | 335 | 3,815 | SH | SOLE | 0 | 0 | 3,815 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 372 | 2,181 | SH | SOLE | 0 | 0 | 2,181 | ||
EXXON MOBIL CORP | COM | 30231G102 | 145 | 2,078 | SH | SOLE | 0 | 0 | 2,078 | ||
EXXON MOBIL CORP | COM | 30231G102 | 533 | 7,638 | SH | SOLE | 0 | 0 | 7,638 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 470 | 1,600 | SH | SOLE | 0 | 0 | 1,600 | ||
DOMINION ENERGY INC | COM | 25746U109 | 255 | 3,081 | SH | SOLE | 0 | 0 | 3,081 | ||
MERCK & CO INC | COM | 58933Y105 | 30 | 333 | SH | SOLE | 0 | 0 | 333 | ||
MERCK & CO INC | COM | 58933Y105 | 644 | 7,076 | SH | SOLE | 0 | 0 | 7,076 | ||
RAYTHEON CO | COM NEW | 755111507 | 804 | 3,657 | SH | SOLE | 0 | 0 | 3,657 | ||
FULTON FINL CORP PA | COM | 360271100 | 880 | 50,508 | SH | SOLE | 0 | 0 | 50,508 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 209 | 1,500 | SH | SOLE | 0 | 0 | 1,500 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 290 | 2,080 | SH | SOLE | 0 | 0 | 2,080 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 44 | 270 | SH | SOLE | 0 | 0 | 270 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 791 | 4,834 | SH | SOLE | 0 | 0 | 4,834 | ||
NEXTERA ENERGY INC | COM | 65339F101 | 761 | 3,142 | SH | SOLE | 0 | 0 | 3,142 | ||
APPLE INC | COM | 037833100 | 1,346 | 4,585 | SH | SOLE | 0 | 0 | 4,585 | ||
APPLE INC | COM | 037833100 | 10,717 | 36,495 | SH | SOLE | 0 | 0 | 36,495 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 353 | 2,000 | SH | SOLE | 0 | 0 | 2,000 | ||
CHESAPEAKE ENERGY CORP | COM | 165167107 | 9 | 10,450 | SH | SOLE | 0 | 0 | 10,450 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 261 | 9,280 | SH | SOLE | 0 | 0 | 9,280 | ||
ENTERPRISE PRODS PARTNERS L | COM | 293792107 | 3,046 | 108,160 | SH | SOLE | 0 | 0 | 108,160 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 1,278 | 954 | SH | SOLE | 0 | 0 | 954 | ||
VULCAN MATLS CO | COM | 929160109 | 544 | 3,780 | SH | SOLE | 0 | 0 | 3,780 | ||
VULCAN MATLS CO | COM | 929160109 | 3,232 | 22,448 | SH | SOLE | 0 | 0 | 22,448 | ||
CENTENE CORP DEL | COM | 15135B101 | 826 | 13,132 | SH | SOLE | 0 | 0 | 13,132 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 260 | 800 | SH | SOLE | 0 | 0 | 800 | ||
THERMO FISHER SCIENTIFIC INC | COM | 883556102 | 322 | 992 | SH | SOLE | 0 | 0 | 992 | ||
CITIZENS & NORTHN CORP | COM | 172922106 | 3,661 | 129,608 | SH | SOLE | 0 | 0 | 129,608 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 105 | 8,179 | SH | SOLE | 0 | 0 | 8,179 | ||
ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 1,048 | 81,653 | SH | SOLE | 0 | 0 | 81,653 | ||
WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | 225 | 5,905 | SH | SOLE | 0 | 0 | 5,905 | ||
HERSHA HOSPITALITY TR | PR SHS BEN INT | 427825500 | 207 | 14,200 | SH | SOLE | 0 | 0 | 14,200 | ||
ERIE INDTY CO | CL A | 29530P102 | 423 | 2,550 | SH | SOLE | 0 | 0 | 2,550 | ||
ISHARES TR | MSCI KLD400 SOC | 464288570 | 409 | 3,406 | SH | SOLE | 0 | 0 | 3,406 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 41 | 940 | SH | SOLE | 0 | 0 | 940 | ||
VANGUARD TAX MANAGED INTL FD | FTSE DEV MKT ETF | 921943858 | 1,466 | 33,278 | SH | SOLE | 0 | 0 | 33,278 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 880 | 7,729 | SH | SOLE | 0 | 0 | 7,729 | ||
BANK AMER CORP | 7.25%CNV PFD L | 060505682 | 319 | 220 | SH | SOLE | 0 | 0 | 220 | ||
WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 138 | 95 | SH | SOLE | 0 | 0 | 95 | ||
WELLS FARGO CO NEW | PERP PFD CNV A | 949746804 | 1,223 | 844 | SH | SOLE | 0 | 0 | 844 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 297 | 3,859 | SH | SOLE | 0 | 0 | 3,859 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 125 | 3,728 | SH | SOLE | 0 | 0 | 3,728 | ||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 1,913 | 56,879 | SH | SOLE | 0 | 0 | 56,879 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | 1,140 | 14,836 | SH | SOLE | 0 | 0 | 14,836 | ||
SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | 583 | 7,709 | SH | SOLE | 0 | 0 | 7,709 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 112 | 4,106 | SH | SOLE | 0 | 0 | 4,106 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 2,553 | 93,261 | SH | SOLE | 0 | 0 | 93,261 | ||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 1,309 | 21,754 | SH | SOLE | 0 | 0 | 21,754 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 164 | 2,840 | SH | SOLE | 0 | 0 | 2,840 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 4,398 | 75,929 | SH | SOLE | 0 | 0 | 75,929 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | 169 | 5,522 | SH | SOLE | 0 | 0 | 5,522 | ||
ISHARES TR | HDG MSCI EAFE | 46434V803 | 3,653 | 119,703 | SH | SOLE | 0 | 0 | 119,703 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 540 | 404 | SH | SOLE | 0 | 0 | 404 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 286 | 1,347 | SH | SOLE | 0 | 0 | 1,347 | ||
TACTILE SYS TECHNOLOGY INC | COM | 87357P100 | 226 | 3,346 | SH | SOLE | 0 | 0 | 3,346 |