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 |
ABBVIE INC | COM | 00287Y109 | 383 | 2,500 | SH | SOLE | 0 | 0 | 2,500 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 416 | 191 | SH | SOLE | 0 | 0 | 191 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 343 | 157 | SH | SOLE | 0 | 0 | 157 | ||
AMAZON COM INC | COM | 023135106 | 508 | 4,780 | SH | SOLE | 0 | 0 | 4,780 | ||
APPLE INC | COM | 037833100 | 2,050 | 14,991 | SH | SOLE | 0 | 0 | 14,991 | ||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 225 | 1,070 | SH | SOLE | 0 | 0 | 1,070 | ||
BECTON DICKINSON & CO | COM | 075887109 | 355 | 1,438 | SH | SOLE | 0 | 0 | 1,438 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 791 | 2,896 | SH | SOLE | 0 | 0 | 2,896 | ||
CHEVRON CORP NEW | COM | 166764100 | 278 | 1,918 | SH | SOLE | 0 | 0 | 1,918 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | 382 | 796 | SH | SOLE | 0 | 0 | 796 | ||
CUMBERLAND PHARMACEUTICALS I | COM | 230770109 | 46 | 22,031 | SH | SOLE | 0 | 0 | 22,031 | ||
DEERE & CO | COM | 244199105 | 543 | 1,814 | SH | SOLE | 0 | 0 | 1,814 | ||
DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | 265 | 6,015 | SH | SOLE | 0 | 0 | 6,015 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 470 | 16,284 | SH | SOLE | 0 | 0 | 16,284 | ||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 539 | 25,607 | SH | SOLE | 0 | 0 | 25,607 | ||
DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | 279 | 12,346 | SH | SOLE | 0 | 0 | 12,346 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,031 | 12,038 | SH | SOLE | 0 | 0 | 12,038 | ||
GENERAL DYNAMICS CORP | COM | 369550108 | 253 | 1,143 | SH | SOLE | 0 | 0 | 1,143 | ||
GUINNESS ATKINSON FDS | SMARTETFS DIVID | 402031835 | 272 | 11,706 | SH | SOLE | 0 | 0 | 11,706 | ||
HOME DEPOT INC | COM | 437076102 | 350 | 1,275 | SH | SOLE | 0 | 0 | 1,275 | ||
INNOVATOR ETFS TR | US EQT ACC 9 BFR | 45783Y780 | 305 | 14,337 | SH | SOLE | 0 | 0 | 14,337 | ||
INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C508 | 528 | 17,585 | SH | SOLE | 0 | 0 | 17,585 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 320 | 2,269 | SH | SOLE | 0 | 0 | 2,269 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 1,267 | 8,548 | SH | SOLE | 0 | 0 | 8,548 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | 854 | 5,571 | SH | SOLE | 0 | 0 | 5,571 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 453 | 3,373 | SH | SOLE | 0 | 0 | 3,373 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 1,193 | 4,256 | SH | SOLE | 0 | 0 | 4,256 | ||
ISHARES GOLD TR | ISHARES NEW | 464285204 | 9,353 | 272,616 | SH | SOLE | 0 | 0 | 272,616 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 4,760 | 21,041 | SH | SOLE | 0 | 0 | 21,041 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 1,660 | 17,966 | SH | SOLE | 0 | 0 | 17,966 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 4,573 | 12,061 | SH | SOLE | 0 | 0 | 12,061 | ||
ISHARES TR | EAFE GRWTH ETF | 464288885 | 2,290 | 28,451 | SH | SOLE | 0 | 0 | 28,451 | ||
ISHARES TR | EAFE SML CP ETF | 464288273 | 904 | 16,552 | SH | SOLE | 0 | 0 | 16,552 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 4,397 | 161,896 | SH | SOLE | 0 | 0 | 161,896 | ||
ISHARES TR | JPMORGAN USD EMG | 464288281 | 534 | 6,264 | SH | SOLE | 0 | 0 | 6,264 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 449 | 4,019 | SH | SOLE | 0 | 0 | 4,019 | ||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 325 | 3,054 | SH | SOLE | 0 | 0 | 3,054 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 630 | 19,164 | SH | SOLE | 0 | 0 | 19,164 | ||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 7,921 | 131,255 | SH | SOLE | 0 | 0 | 131,255 | ||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 3,667 | 26,679 | SH | SOLE | 0 | 0 | 26,679 | ||
ISHARES TR | S&P MC 400GR ETF | 464287606 | 8,082 | 126,813 | SH | SOLE | 0 | 0 | 126,813 | ||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 9,542 | 101,075 | SH | SOLE | 0 | 0 | 101,075 | ||
ISHARES TR | S&P SML 600 GWT | 464287887 | 8,061 | 76,540 | SH | SOLE | 0 | 0 | 76,540 | ||
ISHARES TR | SELECT DIVID ETF | 464287168 | 256 | 2,172 | SH | SOLE | 0 | 0 | 2,172 | ||
ISHARES TR | SP SMCP600VL ETF | 464287879 | 7,829 | 87,933 | SH | SOLE | 0 | 0 | 87,933 | ||
ISHARES TR | TIPS BD ETF | 464287176 | 515 | 4,518 | SH | SOLE | 0 | 0 | 4,518 | ||
ISHARES TR | U.S. MED DVC ETF | 464288810 | 242 | 4,792 | SH | SOLE | 0 | 0 | 4,792 | ||
ISHARES TR | US TREAS BD ETF | 46429B267 | 2,728 | 114,141 | SH | SOLE | 0 | 0 | 114,141 | ||
JOHNSON & JOHNSON | COM | 478160104 | 2,175 | 12,253 | SH | SOLE | 0 | 0 | 12,253 | ||
LAKELAND BANCORP INC | COM | 511637100 | 1,001 | 68,483 | SH | SOLE | 0 | 0 | 68,483 | ||
LILLY ELI & CO | COM | 532457108 | 276 | 851 | SH | SOLE | 0 | 0 | 851 | ||
LOWES COS INC | COM | 548661107 | 252 | 1,445 | SH | SOLE | 0 | 0 | 1,445 | ||
MCDONALDS CORP | COM | 580135101 | 464 | 1,878 | SH | SOLE | 0 | 0 | 1,878 | ||
MERCK & CO INC | COM | 58933Y105 | 220 | 2,413 | SH | SOLE | 0 | 0 | 2,413 | ||
META PLATFORMS INC | CL A | 30303M102 | 276 | 1,710 | SH | SOLE | 0 | 0 | 1,710 | ||
MICROSOFT CORP | COM | 594918104 | 726 | 2,827 | SH | SOLE | 0 | 0 | 2,827 | ||
PEPSICO INC | COM | 713448108 | 489 | 2,936 | SH | SOLE | 0 | 0 | 2,936 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 337 | 2,341 | SH | SOLE | 0 | 0 | 2,341 | ||
REALTY INCOME CORP | COM | 756109104 | 640 | 9,374 | SH | SOLE | 0 | 0 | 9,374 | ||
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | 460 | 18,115 | SH | SOLE | 0 | 0 | 18,115 | ||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 5,472 | 107,496 | SH | SOLE | 0 | 0 | 107,496 | ||
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 808524748 | 2,340 | 76,965 | SH | SOLE | 0 | 0 | 76,965 | ||
SELECTIVE INS GROUP INC | COM | 816300107 | 1,240 | 14,258 | SH | SOLE | 0 | 0 | 14,258 | ||
SPDR GOLD TR | GOLD SHS | 78463V107 | 3,128 | 18,568 | SH | SOLE | 0 | 0 | 18,568 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 1,051 | 2,787 | SH | SOLE | 0 | 0 | 2,787 | ||
SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | 321 | 12,169 | SH | SOLE | 0 | 0 | 12,169 | ||
SPDR SER TR | S&P 400 MDCP VAL | 78464A839 | 309 | 5,115 | SH | SOLE | 0 | 0 | 5,115 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 208 | 1,756 | SH | SOLE | 0 | 0 | 1,756 | ||
TORONTO DOMINION BK ONT | COM NEW | 891160509 | 315 | 4,800 | SH | SOLE | 0 | 0 | 4,800 | ||
UNION PAC CORP | COM | 907818108 | 216 | 1,014 | SH | SOLE | 0 | 0 | 1,014 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 684 | 3,749 | SH | SOLE | 0 | 0 | 3,749 | ||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 1,128 | 14,524 | SH | SOLE | 0 | 0 | 14,524 | ||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 498 | 6,483 | SH | SOLE | 0 | 0 | 6,483 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 2,008 | 40,525 | SH | SOLE | 0 | 0 | 40,525 | ||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 317 | 1,424 | SH | SOLE | 0 | 0 | 1,424 | ||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 1,523 | 8,682 | SH | SOLE | 0 | 0 | 8,682 | ||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 2,265 | 17,489 | SH | SOLE | 0 | 0 | 17,489 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 533 | 2,704 | SH | SOLE | 0 | 0 | 2,704 | ||
VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | 3,056 | 33,538 | SH | SOLE | 0 | 0 | 33,538 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 2,125 | 14,186 | SH | SOLE | 0 | 0 | 14,186 | ||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 1,501 | 7,620 | SH | SOLE | 0 | 0 | 7,620 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 750 | 18,018 | SH | SOLE | 0 | 0 | 18,018 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 261 | 3,422 | SH | SOLE | 0 | 0 | 3,422 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 625 | 4,358 | SH | SOLE | 0 | 0 | 4,358 | ||
VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | 921943858 | 3,388 | 83,040 | SH | SOLE | 0 | 0 | 83,040 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 4,245 | 41,740 | SH | SOLE | 0 | 0 | 41,740 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 258 | 5,093 | SH | SOLE | 0 | 0 | 5,093 | ||
WEBSTER FINL CORP | COM | 947890109 | 251 | 5,955 | SH | SOLE | 0 | 0 | 5,955 | ||
WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 | 1,518 | 33,998 | SH | SOLE | 0 | 0 | 33,998 |