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 |
ABBOTT LABS | COM | 002824100 | 7,464,734 | 65,676 | SH | SOLE | 65,676 | 0 | 0 | ||
ABBVIE INC CMN | COM | 00287y109 | 6,785,775 | 37,264 | SH | SOLE | 37,264 | 0 | 0 | ||
AMAZON COM INC | COM | 023135106 | 397,557 | 2,204 | SH | SOLE | 2,204 | 0 | 0 | ||
AMERICAN INTL GROUP INC | COM | 026874784 | 6,833,856 | 87,423 | SH | SOLE | 87,423 | 0 | 0 | ||
APPLE INC | COM | 037833100 | 1,172,752 | 6,839 | SH | SOLE | 6,839 | 0 | 0 | ||
BERKSHIRE HATHAWAY INC DEL | COM | 084670702 | 787,633 | 1,873 | SH | SOLE | 1,873 | 0 | 0 | ||
BLACKROCK INC | COM | 09247x101 | 298,465 | 358 | SH | SOLE | 358 | 0 | 0 | ||
CATERPILLAR INC | COM | 149123101 | 260,165 | 710 | SH | SOLE | 710 | 0 | 0 | ||
CENCORA INC | COM | 03073E105 | 429,120 | 1,766 | SH | SOLE | 1,766 | 0 | 0 | ||
CONOCOPHILLIPS | COM | 20825c104 | 392,786 | 3,086 | SH | SOLE | 3,086 | 0 | 0 | ||
CRONOS GROUP INC | COM | 22717L101 | 39,150 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | ||
CUMMINS INC | COM | 231021106 | 415,456 | 1,410 | SH | SOLE | 1,410 | 0 | 0 | ||
CUSTOMERS BANCORP, INC. CMN | COM | 23204g100 | 289,283 | 5,452 | SH | SOLE | 5,452 | 0 | 0 | ||
CYBERARK SOFTWARE LTD. CMN | COM | m2682v108 | 218,613 | 823 | SH | SOLE | 823 | 0 | 0 | ||
DANAHER CORPORATION | COM | 235851102 | 584,095 | 2,339 | SH | SOLE | 2,339 | 0 | 0 | ||
HAIN CELESTIAL GROUP INC | COM | 405217100 | 272,678 | 37,559 | SH | SOLE | 37,559 | 0 | 0 | ||
HEICO CORP NEW | COM | 422806208 | 538,790 | 3,500 | SH | SOLE | 3,500 | 0 | 0 | ||
HONEYWELL INTL INC | COM | 438516106 | 1,272,139 | 6,198 | SH | SOLE | 6,198 | 0 | 0 | ||
JOHNSON & JOHNSON | COM | 478160104 | 641,777 | 4,057 | SH | SOLE | 4,057 | 0 | 0 | ||
L3HARRIS TECHNOLOGIES INC | COM | 502431109 | 494,605 | 2,321 | SH | SOLE | 2,321 | 0 | 0 | ||
MANULIFE FINL F | COM | 56501r106 | 1,075,770 | 43,048 | SH | SOLE | 43,048 | 0 | 0 | ||
MICROSOFT CORP | COM | 594918104 | 1,000,472 | 2,378 | SH | SOLE | 2,378 | 0 | 0 | ||
NVIDIA CORP | COM | 67066g104 | 660,502 | 731 | SH | SOLE | 731 | 0 | 0 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 1,018,565 | 6,303 | SH | SOLE | 6,303 | 0 | 0 | ||
PRINCIPAL FINL | COM | 74251v102 | 222,421 | 2,577 | SH | SOLE | 2,577 | 0 | 0 | ||
S & T BANCORP INC | COM | 783859101 | 960,828 | 29,951 | SH | SOLE | 29,951 | 0 | 0 | ||
SELECT MEDICAL HOLDINGS CORP C | COM | 81619q105 | 989,312 | 32,813 | SH | SOLE | 32,813 | 0 | 0 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 1,093,048 | 3,147 | SH | SOLE | 3,147 | 0 | 0 | ||
TESLA, INC. CMN | COM | 88160r101 | 3,023,764 | 17,201 | SH | SOLE | 17,201 | 0 | 0 | ||
TJX COS INC NEW | COM | 872540109 | 989,352 | 9,755 | SH | SOLE | 9,755 | 0 | 0 | ||
TRAVELERS COMPANIES | COM | 89417e109 | 229,679 | 998 | SH | SOLE | 998 | 0 | 0 | ||
WSFS FINL CORP | COM | 929328102 | 640,130 | 14,181 | SH | SOLE | 14,181 | 0 | 0 | ||
YORK WTR CO | COM | 987184108 | 495,339 | 13,657 | SH | SOLE | 13,657 | 0 | 0 | ||
ALERIAN MLP ETF | ETF | 00162q452 | 2,179,933 | 45,932 | SH | SOLE | 45,932 | 0 | 0 | ||
DIMENSIONAL EMERG CORE EQY MRK | ETF | 25434v302 | 4,317,793 | 174,668 | SH | SOLE | 174,668 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | ETF | 25434V732 | 9,759,330 | 382,869 | SH | SOLE | 382,869 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | ETF | 25434V500 | 61,336,700 | 983,906 | SH | SOLE | 983,906 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | ETF | 25434V799 | 16,651,554 | 622,488 | SH | SOLE | 622,488 | 0 | 0 | ||
DIMENSIONAL ETF TRUST | ETF | 25434V625 | 2,829,863 | 48,250 | SH | SOLE | 48,250 | 0 | 0 | ||
DIMENSIONAL US CORE EQUITY MAR | ETF | 25434v104 | 4,234,474 | 115,886 | SH | SOLE | 115,886 | 0 | 0 | ||
ENERGY SELECT SECTOR SPDR ETF | ETF | 81369y506 | 590,251 | 6,252 | SH | SOLE | 6,252 | 0 | 0 | ||
FLEXSHARES TR | COM | 33939L860 | 1,955,154 | 29,664 | SH | SOLE | 29,664 | 0 | 0 | ||
GLOBAL X FDS | ETF | 37954Y293 | 2,046,508 | 41,774 | SH | SOLE | 41,774 | 0 | 0 | ||
GLOBAL X FDS | ETF | 37950E101 | 430,069 | 17,530 | SH | SOLE | 17,530 | 0 | 0 | ||
INNOVATOR ETFS TR | ETF | 45782C664 | 1,926,792 | 49,050 | SH | SOLE | 49,050 | 0 | 0 | ||
INNOVATOR S&P 500 POWER BUFFER | ETF | 45782c680 | 15,570,809 | 440,102 | SH | SOLE | 440,102 | 0 | 0 | ||
INNOVATOR ETFS TR | ETF | 45782C649 | 1,923,598 | 58,388 | SH | SOLE | 58,388 | 0 | 0 | ||
INVESCO EXCHANGE TRADED FD T | ETF | 46137V357 | 13,588,724 | 80,231 | SH | SOLE | 80,231 | 0 | 0 | ||
ISHARES TR | ETF | 464287200 | 16,083,658 | 30,593 | SH | SOLE | 30,593 | 0 | 0 | ||
ISHARES TR | ETF | 464287804 | 22,261,381 | 201,424 | SH | SOLE | 201,424 | 0 | 0 | ||
ISHARES TR | ETF | 464288257 | 194,721,955 | 1,768,110 | SH | SOLE | 1,768,110 | 0 | 0 | ||
ISHARES TR | ETF | 464288240 | 84,164,476 | 1,576,409 | SH | SOLE | 1,576,409 | 0 | 0 | ||
ISHARES TR | ETF | 464287465 | 2,621,325 | 32,824 | SH | SOLE | 32,824 | 0 | 0 | ||
ISHARES TR | ETF | 464287234 | 1,040,556 | 25,330 | SH | SOLE | 25,330 | 0 | 0 | ||
ISHARES TR | ETF | 464287622 | 4,566,140 | 15,853 | SH | SOLE | 15,853 | 0 | 0 | ||
ISHARES TR | ETF | 464287655 | 22,692,001 | 107,903 | SH | SOLE | 107,903 | 0 | 0 | ||
ISHARES TR | ETF | 464287168 | 2,713,163 | 22,026 | SH | SOLE | 22,026 | 0 | 0 | ||
ISHARES TR | ETF | 464287507 | 271,811 | 4,475 | SH | SOLE | 4,475 | 0 | 0 | ||
ISHARES TR | ETF | 464287309 | 655,592 | 7,764 | SH | SOLE | 7,764 | 0 | 0 | ||
FLEXSHARES TR | COM | 33939L100 | 498,349 | 2,512 | SH | SOLE | 2,512 | 0 | 0 | ||
SELECT SECTOR SPDR TR | COM | 81369Y886 | 418,059 | 6,368 | SH | SOLE | 6,368 | 0 | 0 | ||
SPDR S&P 500 ETF TRUST | ETF | 78462f103 | 163,907,123 | 313,356 | SH | SOLE | 313,356 | 0 | 0 | ||
SPDR SER TR | ETF | 78464A763 | 619,059 | 4,717 | SH | SOLE | 4,717 | 0 | 0 | ||
SPDR S&P MIDCAP 400 ETF TRUST | ETF | 78467y107 | 5,289,138 | 9,506 | SH | SOLE | 9,506 | 0 | 0 | ||
VANGUARD SPECIALIZED FUNDS | ETF | 921908844 | 370,333 | 2,028 | SH | SOLE | 2,028 | 0 | 0 | ||
VANGUARD WORLD FD | ETF | 921910725 | 1,395,372 | 24,280 | SH | SOLE | 24,280 | 0 | 0 | ||
VANGUARD WORLD FD | ETF | 921910733 | 2,834,840 | 30,420 | SH | SOLE | 30,420 | 0 | 0 | ||
VANGUARD TAX-MANAGED FDS | ETF | 921943858 | 34,289,890 | 683,474 | SH | SOLE | 683,474 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ETF | 922042858 | 4,706,477 | 112,676 | SH | SOLE | 112,676 | 0 | 0 | ||
VANGUARD WHITEHALL FDS | ETF | 921946406 | 5,413,940 | 44,747 | SH | SOLE | 44,747 | 0 | 0 | ||
VANGUARD WHITEHALL FDS | ETF | 921946794 | 45,279,138 | 658,127 | SH | SOLE | 658,127 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908363 | 107,504,709 | 223,642 | SH | SOLE | 223,642 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908611 | 4,299,839 | 22,409 | SH | SOLE | 22,409 | 0 | 0 | ||
VANGUARD STAR FDS | ETF | 921909768 | 203,469,445 | 3,374,286 | SH | SOLE | 3,374,286 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908769 | 335,212,522 | 1,289,775 | SH | SOLE | 1,289,775 | 0 | 0 | ||
VANGUARD INTL EQUITY INDEX F | ETF | 922042742 | 67,091,843 | 607,166 | SH | SOLE | 607,166 | 0 | 0 | ||
VANGUARD INDEX FDS | ETF | 922908744 | 34,586,904 | 212,372 | SH | SOLE | 212,372 | 0 | 0 |