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 | 27,235 | 8,354 | SH | SOLE | 0 | 8,354 | 0 | 0 | |
JOHNSON & JOHNSON COM | Stock | 478160104 | 41,816 | 235,940 | SH | SOLE | 0 | 235,940 | 0 | 0 | |
VANGUARD TOTAL STOCK MARKET INDEX FUND | ETF | 922908769 | 1,520 | 6,675 | SH | SOLE | 0 | 6,674 | 0 | 0 | |
MEDTRONIC PLC SHS | Stock | G5960L103 | 30,032 | 270,677 | SH | SOLE | 0 | 270,676 | 0 | 0 | |
MERCK & CO INC COM | Stock | 58933Y105 | 19,851 | 241,942 | SH | SOLE | 0 | 241,941 | 0 | 0 | |
SPDR S&P 500 ETF | ETF | 78462F103 | 1,902 | 4,211 | SH | SOLE | 0 | 4,210 | 0 | 0 | |
NORDSON CORP COM | Stock | 655663102 | 33,873 | 149,167 | SH | SOLE | 0 | 149,166 | 0 | 0 | |
DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | 25,938 | 127,684 | SH | SOLE | 0 | 127,684 | 0 | 0 | |
VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | 14,856 | 291,638 | SH | SOLE | 0 | 291,637 | 0 | 0 | |
CHUBB LIMITED COM | Stock | H1467J104 | 22,993 | 107,494 | SH | SOLE | 0 | 107,494 | 0 | 0 | |
FEDEX CORP COM | Stock | 31428X106 | 23,604 | 102,008 | SH | SOLE | 0 | 102,007 | 0 | 0 | |
PEPSICO INC COM | Stock | 713448108 | 38,917 | 232,507 | SH | SOLE | 0 | 232,507 | 0 | 0 | |
KIMBERLY-CLARK CORP COM | Stock | 494368103 | 6,994 | 56,788 | SH | SOLE | 0 | 56,787 | 0 | 0 | |
HONEYWELL INTL INC COM | Stock | 438516106 | 32,852 | 168,836 | SH | SOLE | 0 | 168,836 | 0 | 0 | |
HOME DEPOT INC COM | Stock | 437076102 | 42,836 | 143,108 | SH | SOLE | 0 | 143,107 | 0 | 0 | |
AUTOMATIC DATA PROCESSING INC | Stock | 053015103 | 44,335 | 194,846 | SH | SOLE | 0 | 194,846 | 0 | 0 | |
UGI CORP NEW COM | Stock | 902681105 | 4,143 | 114,380 | SH | SOLE | 0 | 114,379 | 0 | 0 | |
SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | 400 | 5,344 | SH | SOLE | 0 | 5,344 | 0 | 0 | |
ADOBE SYSTEMS INCORPORATED COM | Stock | 00724F101 | 10,638 | 23,349 | SH | SOLE | 0 | 23,349 | 0 | 0 | |
ALPHABET INC CAP STK CL A | Stock | 02079K305 | 56,209 | 20,209 | SH | SOLE | 0 | 20,209 | 0 | 0 | |
CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | 7,974 | 34,622 | SH | SOLE | 0 | 34,622 | 0 | 0 | |
MICROSOFT CORP COM | Stock | 594918104 | 81,642 | 264,804 | SH | SOLE | 0 | 264,804 | 0 | 0 | |
RPM INTL INC COM | Stock | 749685103 | 33,415 | 410,301 | SH | SOLE | 0 | 410,301 | 0 | 0 | |
V F CORP COM | Stock | 918204108 | 14,561 | 256,092 | SH | SOLE | 0 | 256,092 | 0 | 0 | |
EXPONENT INC COM | Stock | 30214U102 | 34,449 | 318,821 | SH | SOLE | 0 | 318,820 | 0 | 0 | |
BOEING CO COM | Stock | 097023105 | 16,139 | 84,278 | SH | SOLE | 0 | 84,278 | 0 | 0 | |
NEXTERA ENERGY INC COM | Stock | 65339F101 | 2,370 | 27,978 | SH | SOLE | 0 | 27,978 | 0 | 0 | |
AMPHENOL CORP NEW CL A | Stock | 032095101 | 12,229 | 162,301 | SH | SOLE | 0 | 162,300 | 0 | 0 | |
ALCON AG ORD SHS | Stock | H01301128 | 6,747 | 85,052 | SH | SOLE | 0 | 85,052 | 0 | 0 | |
SOUTH JERSEY INDS INC COM | Stock | 838518108 | 5,468 | 158,264 | SH | SOLE | 0 | 158,264 | 0 | 0 | |
AIR PRODS & CHEMS INC COM | Stock | 009158106 | 11,119 | 44,493 | SH | SOLE | 0 | 44,493 | 0 | 0 | |
VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | 2,794 | 39,159 | SH | SOLE | 0 | 39,158 | 0 | 0 | |
VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 | 1,115 | 15,320 | SH | SOLE | 0 | 15,319 | 0 | 0 | |
VANGUARD RUSSELL 2000 GROWTH ETF | ETF | 92206C623 | 436 | 2,341 | SH | SOLE | 0 | 2,341 | 0 | 0 | |
PPL CORP COM | Stock | 69351T106 | 6,063 | 212,296 | SH | SOLE | 0 | 212,295 | 0 | 0 | |
ISHARES RUSSELL 2000 ETF | ETF | 464287655 | 376 | 1,831 | SH | SOLE | 0 | 1,831 | 0 | 0 | |
AFLAC INC COM | Stock | 001055102 | 26,196 | 406,839 | SH | SOLE | 0 | 406,839 | 0 | 0 | |
VANGUARD SMALL-CAP VALUE INDEX FUND | ETF | 922908611 | 482 | 2,738 | SH | SOLE | 0 | 2,738 | 0 | 0 | |
VISA INC COM CL A | Stock | 92826C839 | 23,610 | 106,464 | SH | SOLE | 0 | 106,463 | 0 | 0 | |
ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 46429B689 | 423 | 5,864 | SH | SOLE | 0 | 5,863 | 0 | 0 | |
VANGUARD VALUE INDEX FUND | ETF | 922908744 | 1,007 | 6,817 | SH | SOLE | 0 | 6,817 | 0 | 0 | |
META PLATFORMS INC CL A | Stock | 30303M102 | 10,326 | 46,438 | SH | SOLE | 0 | 46,438 | 0 | 0 | |
JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | 22,379 | 341,295 | SH | SOLE | 0 | 341,295 | 0 | 0 | |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | 17,865 | 52,977 | SH | SOLE | 0 | 52,976 | 0 | 0 | |
ARTESIAN RES CORP CL A | Stock | 043113208 | 5,162 | 106,315 | SH | SOLE | 0 | 106,315 | 0 | 0 | |
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | ETF | 464288646 | 457 | 8,832 | SH | SOLE | 0 | 8,832 | 0 | 0 | |
VANGUARD TOTAL BOND MARKET INDEX FUND | ETF | 921937835 | 582 | 7,319 | SH | SOLE | 0 | 7,318 | 0 | 0 | |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 464287648 | 471 | 1,841 | SH | SOLE | 0 | 1,841 | 0 | 0 | |
CHURCH & DWIGHT CO INC COM | Stock | 171340102 | 27,972 | 281,463 | SH | SOLE | 0 | 281,463 | 0 | 0 | |
STRYKER CORPORATION COM | Stock | 863667101 | 36,128 | 135,136 | SH | SOLE | 0 | 135,135 | 0 | 0 | |
SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF | ETF | 78468R887 | 835 | 7,316 | SH | SOLE | 0 | 7,316 | 0 | 0 | |
DISCOVER FINL SVCS COM | Stock | 254709108 | 788 | 7,151 | SH | SOLE | 0 | 7,150 | 0 | 0 | |
MCDONALDS CORP COM | Stock | 580135101 | 39,037 | 157,864 | SH | SOLE | 0 | 157,863 | 0 | 0 | |
AMETEK INC COM | Stock | 031100100 | 10,880 | 81,691 | SH | SOLE | 0 | 81,691 | 0 | 0 | |
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | ETF | 78468R804 | 2,380 | 16,563 | SH | SOLE | 0 | 16,562 | 0 | 0 | |
AT&T INC COM | Stock | 00206R102 | 7,694 | 325,607 | SH | SOLE | 0 | 325,607 | 0 | 0 | |
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND | ETF | 921937819 | 363 | 4,433 | SH | SOLE | 0 | 4,432 | 0 | 0 | |
SALESFORCE INC COM | Stock | 79466L302 | 13,453 | 63,361 | SH | SOLE | 0 | 63,361 | 0 | 0 | |
MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | 35,539 | 356,101 | SH | SOLE | 0 | 356,101 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | 17,809 | 30,152 | SH | SOLE | 0 | 30,151 | 0 | 0 | |
JPMORGAN CHASE & CO COM | Stock | 46625H100 | 38,900 | 285,359 | SH | SOLE | 0 | 285,359 | 0 | 0 | |
ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | 1,061 | 9,677 | SH | SOLE | 0 | 9,677 | 0 | 0 | |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | 851 | 17,711 | SH | SOLE | 0 | 17,711 | 0 | 0 | |
DANAHER CORPORATION COM | Stock | 235851102 | 12,514 | 42,663 | SH | SOLE | 0 | 42,663 | 0 | 0 | |
TJX COS INC NEW COM | Stock | 872540109 | 7,088 | 116,996 | SH | SOLE | 0 | 116,996 | 0 | 0 | |
BK OF AMERICA CORP COM | Stock | 060505104 | 24,766 | 600,835 | SH | SOLE | 0 | 600,835 | 0 | 0 | |
INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | 821 | 6,316 | SH | SOLE | 0 | 6,316 | 0 | 0 | |
VANGUARD FTSE EMERGING MARKETS ETF | ETF | 922042858 | 203 | 4,403 | SH | SOLE | 0 | 4,403 | 0 | 0 | |
TEXAS INSTRS INC COM | Stock | 882508104 | 46,792 | 255,023 | SH | SOLE | 0 | 255,023 | 0 | 0 | |
PFIZER INC COM | Stock | 717081103 | 1,380 | 26,660 | SH | SOLE | 0 | 26,659 | 0 | 0 | |
3M CO COM | Stock | 88579Y101 | 18,980 | 127,488 | SH | SOLE | 0 | 127,488 | 0 | 0 | |
ALPHABET INC CAP STK CL C | Stock | 02079K107 | 2,427 | 869 | SH | SOLE | 0 | 869 | 0 | 0 | |
AMERICAN EXPRESS CO COM | Stock | 025816109 | 35,218 | 188,332 | SH | SOLE | 0 | 188,331 | 0 | 0 | |
EXXON MOBIL CORP COM | Stock | 30231G102 | 2,495 | 30,213 | SH | SOLE | 0 | 30,212 | 0 | 0 | |
COLGATE PALMOLIVE CO COM | Stock | 194162103 | 7,371 | 97,204 | SH | SOLE | 0 | 97,203 | 0 | 0 | |
APPLE INC COM | Stock | 037833100 | 93,124 | 533,329 | SH | SOLE | 0 | 533,328 | 0 | 0 | |
DISNEY WALT CO COM | Stock | 254687106 | 31,196 | 227,441 | SH | SOLE | 0 | 227,441 | 0 | 0 |