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 |
AMAZON COM INC COM | Stock | 023135106 | 25,361 | 7,720 | SH | SOLE | 0 | 7,720 | 0 | 0 | |
JOHNSON & JOHNSON COM | Stock | 478160104 | 37,671 | 233,259 | SH | SOLE | 0 | 233,259 | 0 | 0 | |
VANGUARD TOTAL STOCK MARKET INDEX FUND | ETF | 922908769 | 1,528 | 6,881 | SH | SOLE | 0 | 6,880 | 0 | 0 | |
MEDTRONIC PLC SHS | Stock | G5960L103 | 33,627 | 268,264 | SH | SOLE | 0 | 268,263 | 0 | 0 | |
MERCK & CO INC COM | Stock | 58933Y105 | 17,411 | 231,808 | SH | SOLE | 0 | 231,808 | 0 | 0 | |
SPDR S&P 500 ETF | ETF | 78462F103 | 1,805 | 4,205 | SH | SOLE | 0 | 4,204 | 0 | 0 | |
NORDSON CORP COM | Stock | 655663102 | 35,349 | 148,430 | SH | SOLE | 0 | 148,430 | 0 | 0 | |
DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | 24,615 | 127,541 | SH | SOLE | 0 | 127,540 | 0 | 0 | |
VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | 15,716 | 290,989 | SH | SOLE | 0 | 290,989 | 0 | 0 | |
CHUBB LIMITED COM | Stock | H1467J104 | 17,480 | 100,759 | SH | SOLE | 0 | 100,759 | 0 | 0 | |
FEDEX CORP COM | Stock | 31428X106 | 20,883 | 95,230 | SH | SOLE | 0 | 95,229 | 0 | 0 | |
PEPSICO INC COM | Stock | 713448108 | 34,913 | 232,119 | SH | SOLE | 0 | 232,119 | 0 | 0 | |
KIMBERLY-CLARK CORP COM | Stock | 494368103 | 9,837 | 74,277 | SH | SOLE | 0 | 74,276 | 0 | 0 | |
HONEYWELL INTL INC COM | Stock | 438516106 | 35,687 | 168,115 | SH | SOLE | 0 | 168,115 | 0 | 0 | |
HOME DEPOT INC COM | Stock | 437076102 | 48,519 | 147,808 | SH | SOLE | 0 | 147,807 | 0 | 0 | |
AUTOMATIC DATA PROCESSING INC | Stock | 053015103 | 39,825 | 199,206 | SH | SOLE | 0 | 199,206 | 0 | 0 | |
UGI CORP NEW COM | Stock | 902681105 | 5,824 | 136,644 | SH | SOLE | 0 | 136,643 | 0 | 0 | |
SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | 396 | 2,672 | SH | SOLE | 0 | 2,672 | 0 | 0 | |
ADOBE SYSTEMS INCORPORATED COM | Stock | 00724F101 | 11,204 | 19,460 | SH | SOLE | 0 | 19,460 | 0 | 0 | |
ALPHABET INC CAP STK CL A | Stock | 02079K305 | 54,489 | 20,381 | SH | SOLE | 0 | 20,381 | 0 | 0 | |
CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | 7,194 | 34,144 | SH | SOLE | 0 | 34,143 | 0 | 0 | |
MICROSOFT CORP COM | Stock | 594918104 | 77,994 | 276,654 | SH | SOLE | 0 | 276,653 | 0 | 0 | |
RPM INTL INC COM | Stock | 749685103 | 32,544 | 419,109 | SH | SOLE | 0 | 419,108 | 0 | 0 | |
V F CORP COM | Stock | 918204108 | 16,589 | 247,639 | SH | SOLE | 0 | 247,638 | 0 | 0 | |
EXPONENT INC COM | Stock | 30214U102 | 35,743 | 315,895 | SH | SOLE | 0 | 315,894 | 0 | 0 | |
BOEING CO COM | Stock | 097023105 | 19,703 | 89,585 | SH | SOLE | 0 | 89,585 | 0 | 0 | |
NEXTERA ENERGY INC COM | Stock | 65339F101 | 2,424 | 30,867 | SH | SOLE | 0 | 30,866 | 0 | 0 | |
AMPHENOL CORP NEW CL A | Stock | 032095101 | 10,322 | 140,951 | SH | SOLE | 0 | 140,951 | 0 | 0 | |
ALCON AG ORD SHS | Stock | H01301128 | 6,825 | 84,815 | SH | SOLE | 0 | 84,815 | 0 | 0 | |
SOUTH JERSEY INDS INC COM | Stock | 838518108 | 12,264 | 576,875 | SH | SOLE | 0 | 576,875 | 0 | 0 | |
AIR PRODS & CHEMS INC COM | Stock | 009158106 | 9,186 | 35,868 | SH | SOLE | 0 | 35,867 | 0 | 0 | |
VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | 2,993 | 42,476 | SH | SOLE | 0 | 42,476 | 0 | 0 | |
VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 | 1,040 | 15,129 | SH | SOLE | 0 | 15,128 | 0 | 0 | |
VANGUARD RUSSELL 2000 GROWTH ETF | ETF | 92206C623 | 499 | 2,331 | SH | SOLE | 0 | 2,331 | 0 | 0 | |
PPL CORP COM | Stock | 69351T106 | 5,931 | 212,741 | SH | SOLE | 0 | 212,740 | 0 | 0 | |
ISHARES RUSSELL 2000 ETF | ETF | 464287655 | 396 | 1,811 | SH | SOLE | 0 | 1,811 | 0 | 0 | |
AFLAC INC COM | Stock | 001055102 | 22,156 | 425,012 | SH | SOLE | 0 | 425,011 | 0 | 0 | |
VANGUARD SMALL-CAP VALUE INDEX FUND | ETF | 922908611 | 460 | 2,717 | SH | SOLE | 0 | 2,717 | 0 | 0 | |
VISA INC COM CL A | Stock | 92826C839 | 21,890 | 98,272 | SH | SOLE | 0 | 98,272 | 0 | 0 | |
ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 46429B689 | 527 | 6,994 | SH | SOLE | 0 | 6,993 | 0 | 0 | |
VANGUARD VALUE INDEX FUND | ETF | 922908744 | 880 | 6,500 | SH | SOLE | 0 | 6,499 | 0 | 0 | |
META PLATFORMS INC CL A | Stock | 30303M102 | 13,489 | 39,744 | SH | SOLE | 0 | 39,744 | 0 | 0 | |
JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | 22,058 | 324,000 | SH | SOLE | 0 | 324,000 | 0 | 0 | |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | 16,061 | 50,202 | SH | SOLE | 0 | 50,201 | 0 | 0 | |
ARTESIAN RES CORP CL A | Stock | 043113208 | 3,919 | 102,671 | SH | SOLE | 0 | 102,671 | 0 | 0 | |
VANGUARD TOTAL BOND MARKET INDEX FUND | ETF | 921937835 | 343 | 4,016 | SH | SOLE | 0 | 4,015 | 0 | 0 | |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 464287648 | 538 | 1,834 | SH | SOLE | 0 | 1,833 | 0 | 0 | |
CHURCH & DWIGHT INC COM | Stock | 171340102 | 23,316 | 282,376 | SH | SOLE | 0 | 282,375 | 0 | 0 | |
STRYKER CORPORATION COM | Stock | 863667101 | 35,680 | 135,295 | SH | SOLE | 0 | 135,295 | 0 | 0 | |
SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF | ETF | 78468R887 | 837 | 7,458 | SH | SOLE | 0 | 7,457 | 0 | 0 | |
DISCOVER FINL SVCS COM | Stock | 254709108 | 1,010 | 8,222 | SH | SOLE | 0 | 8,221 | 0 | 0 | |
MCDONALDS CORP COM | Stock | 580135101 | 37,899 | 157,187 | SH | SOLE | 0 | 157,187 | 0 | 0 | |
AMETEK INC COM | Stock | 031100100 | 8,613 | 69,451 | SH | SOLE | 0 | 69,451 | 0 | 0 | |
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | ETF | 78468R804 | 2,266 | 16,988 | SH | SOLE | 0 | 16,987 | 0 | 0 | |
AT&T INC COM | Stock | 00206R102 | 13,659 | 505,707 | SH | SOLE | 0 | 505,707 | 0 | 0 | |
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | ETF | 921937819 | 339 | 3,789 | SH | SOLE | 0 | 3,789 | 0 | 0 | |
SALESFORCE COM INC COM | Stock | 79466L302 | 15,317 | 56,476 | SH | SOLE | 0 | 56,476 | 0 | 0 | |
MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | 31,257 | 385,743 | SH | SOLE | 0 | 385,742 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | 16,860 | 29,510 | SH | SOLE | 0 | 29,510 | 0 | 0 | |
JPMORGAN CHASE & CO COM | Stock | 46625H100 | 47,756 | 291,748 | SH | SOLE | 0 | 291,747 | 0 | 0 | |
ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | 1,169 | 10,065 | SH | SOLE | 0 | 10,064 | 0 | 0 | |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | 927 | 18,362 | SH | SOLE | 0 | 18,362 | 0 | 0 | |
DANAHER CORPORATION COM | Stock | 235851102 | 12,110 | 39,779 | SH | SOLE | 0 | 39,779 | 0 | 0 | |
TJX COS INC NEW COM | Stock | 872540109 | 6,452 | 97,793 | SH | SOLE | 0 | 97,792 | 0 | 0 | |
BK OF AMERICA CORP COM | Stock | 060505104 | 25,545 | 601,760 | SH | SOLE | 0 | 601,760 | 0 | 0 | |
INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | 943 | 6,789 | SH | SOLE | 0 | 6,789 | 0 | 0 | |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | 214 | 4,288 | SH | SOLE | 0 | 4,287 | 0 | 0 | |
TEXAS INSTRS INC COM | Stock | 882508104 | 49,031 | 255,092 | SH | SOLE | 0 | 255,091 | 0 | 0 | |
PFIZER INC COM | Stock | 717081103 | 1,157 | 26,906 | SH | SOLE | 0 | 26,906 | 0 | 0 | |
3M CO COM | Stock | 88579Y101 | 22,817 | 130,068 | SH | SOLE | 0 | 130,068 | 0 | 0 | |
ALPHABET INC CAP STK CL C | Stock | 02079K107 | 2,390 | 897 | SH | SOLE | 0 | 896 | 0 | 0 | |
AMERICAN EXPRESS CO COM | Stock | 025816109 | 32,171 | 192,029 | SH | SOLE | 0 | 192,028 | 0 | 0 | |
EXXON MOBIL CORP COM | Stock | 30231G102 | 2,245 | 38,160 | SH | SOLE | 0 | 38,160 | 0 | 0 | |
COLGATE PALMOLIVE CO COM | Stock | 194162103 | 20,209 | 267,382 | SH | SOLE | 0 | 267,381 | 0 | 0 | |
APPLE INC COM | Stock | 037833100 | 78,413 | 554,158 | SH | SOLE | 0 | 554,157 | 0 | 0 | |
DISNEY WALT CO COM | Stock | 254687106 | 37,907 | 224,078 | SH | SOLE | 0 | 224,078 | 0 | 0 |