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 | 989 | 5,431 | SH | SOLE | 0 | 0 | 5,431 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 391 | 2,589 | SH | SOLE | 0 | 0 | 2,589 | ||
ALTRIA GROUP INC | COM | 02209S103 | 200 | 4,577 | SH | SOLE | 0 | 0 | 4,577 | ||
AMAZON COM INC | COM | 023135106 | 1,323 | 7,337 | SH | SOLE | 0 | 0 | 7,337 | ||
AMERICAN TOWER CORP NEW | COM | 03027X100 | 385 | 1,949 | SH | SOLE | 0 | 0 | 1,949 | ||
AMGEN INC | COM | 031162100 | 284 | 1,000 | SH | SOLE | 0 | 0 | 1,000 | ||
ANALOG DEVICES INC | COM | 032654105 | 270 | 1,363 | SH | SOLE | 0 | 0 | 1,363 | ||
APPLE INC | COM | 037833100 | 3,409 | 19,883 | SH | SOLE | 0 | 0 | 19,883 | ||
ARTESIAN RES CORP | CL A | 043113208 | 279 | 7,511 | SH | SOLE | 0 | 0 | 7,511 | ||
BANK AMERICA CORP | COM | 060505104 | 1,238 | 32,639 | SH | SOLE | 0 | 0 | 32,639 | ||
BIO-TECHNE CORP | COM | 09073M104 | 240 | 3,412 | SH | SOLE | 0 | 0 | 3,412 | ||
BLOCK INC | CL A | 852234103 | 256 | 3,022 | SH | SOLE | 0 | 0 | 3,022 | ||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 642 | 11,833 | SH | SOLE | 0 | 0 | 11,833 | ||
BROADCOM INC | COM | 11135F101 | 2,094 | 1,580 | SH | SOLE | 0 | 0 | 1,580 | ||
CHEVRON CORP NEW | COM | 166764100 | 935 | 5,928 | SH | SOLE | 0 | 0 | 5,928 | ||
CISCO SYS INC | COM | 17275R102 | 567 | 11,361 | SH | SOLE | 0 | 0 | 11,361 | ||
COCA COLA CO | COM | 191216100 | 745 | 12,179 | SH | SOLE | 0 | 0 | 12,179 | ||
CODORUS VY BANCORP INC | COM | 192025104 | 225 | 9,892 | SH | SOLE | 0 | 0 | 9,892 | ||
COMCAST CORP NEW | CL A | 20030N101 | 567 | 13,084 | SH | SOLE | 0 | 0 | 13,084 | ||
DENTSPLY SIRONA INC | COM | 24906P109 | 850 | 25,604 | SH | SOLE | 0 | 0 | 25,604 | ||
DISNEY WALT CO | COM | 254687106 | 440 | 3,592 | SH | SOLE | 0 | 0 | 3,592 | ||
EATON VANCE TAX ADVT DIV INC | COM | 27828G107 | 231 | 9,791 | SH | SOLE | 0 | 0 | 9,791 | ||
EXXON MOBIL CORP | COM | 30231G102 | 1,184 | 10,186 | SH | SOLE | 0 | 0 | 10,186 | ||
GENERAL ELECTRIC CO | COM NEW | 369604301 | 714 | 4,067 | SH | SOLE | 0 | 0 | 4,067 | ||
GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 389637109 | 620 | 9,810 | SH | SOLE | 0 | 0 | 9,810 | ||
HOME DEPOT INC | COM | 437076102 | 1,611 | 4,200 | SH | SOLE | 0 | 0 | 4,200 | ||
INTEL CORP | COM | 458140100 | 361 | 8,174 | SH | SOLE | 0 | 0 | 8,174 | ||
INTERNATIONAL BUSINESS MACHS | COM | 459200101 | 701 | 3,670 | SH | SOLE | 0 | 0 | 3,670 | ||
INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 46138E354 | 2,983 | 45,281 | SH | SOLE | 0 | 0 | 45,281 | ||
INVESCO EXCH TRADED FD TR II | S&P MIDCP LOW | 46138E198 | 1,761 | 31,224 | SH | SOLE | 0 | 0 | 31,224 | ||
INVESCO EXCH TRADED FD TR II | FTSE RAFI DEV | 46138E743 | 13,061 | 263,061 | SH | SOLE | 0 | 0 | 263,061 | ||
INVESCO EXCH TRADED FD TR II | S&P INTL LOW | 46138E230 | 4,368 | 155,622 | SH | SOLE | 0 | 0 | 155,622 | ||
INVESCO EXCH TRADED FD TR II | FTSE RAFI EMNG | 46138E727 | 3,913 | 201,078 | SH | SOLE | 0 | 0 | 201,078 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 46137V597 | 6,625 | 168,673 | SH | SOLE | 0 | 0 | 168,673 | ||
INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 46137V613 | 3,518 | 91,458 | SH | SOLE | 0 | 0 | 91,458 | ||
INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | 3,138 | 29,466 | SH | SOLE | 0 | 0 | 29,466 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 484 | 1,091 | SH | SOLE | 0 | 0 | 1,091 | ||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 1,530 | 27,028 | SH | SOLE | 0 | 0 | 27,028 | ||
ISHARES TR | MSCI EAFE ETF | 464287465 | 2,223 | 27,836 | SH | SOLE | 0 | 0 | 27,836 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 1,554 | 2,957 | SH | SOLE | 0 | 0 | 2,957 | ||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 1,005 | 24,453 | SH | SOLE | 0 | 0 | 24,453 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 5,069 | 180,778 | SH | SOLE | 0 | 0 | 180,778 | ||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 1,050 | 17,281 | SH | SOLE | 0 | 0 | 17,281 | ||
ISHARES TR | CORE DIV GRWTH | 46434V621 | 4,507 | 77,620 | SH | SOLE | 0 | 0 | 77,620 | ||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 662 | 3,149 | SH | SOLE | 0 | 0 | 3,149 | ||
JOHNSON & JOHNSON | COM | 478160104 | 1,222 | 7,727 | SH | SOLE | 0 | 0 | 7,727 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | 1,520 | 7,590 | SH | SOLE | 0 | 0 | 7,590 | ||
LISTED FD TR | SHARES SML CAP | 53656F888 | 770 | 22,455 | SH | SOLE | 0 | 0 | 22,455 | ||
LISTED FD TR | SHARES FOREIGN | 53656F870 | 1,554 | 62,593 | SH | SOLE | 0 | 0 | 62,593 | ||
LISTED FD TR | SHARES LAG CAP | 53656F805 | 795 | 18,656 | SH | SOLE | 0 | 0 | 18,656 | ||
LOWES COS INC | COM | 548661107 | 219 | 861 | SH | SOLE | 0 | 0 | 861 | ||
MARSH & MCLENNAN COS INC | COM | 571748102 | 313 | 1,519 | SH | SOLE | 0 | 0 | 1,519 | ||
MASTERCARD INCORPORATED | CL A | 57636Q104 | 919 | 1,908 | SH | SOLE | 0 | 0 | 1,908 | ||
MERCK & CO INC | COM | 58933Y105 | 1,070 | 8,112 | SH | SOLE | 0 | 0 | 8,112 | ||
META PLATFORMS INC | CL A | 30303M102 | 203 | 418 | SH | SOLE | 0 | 0 | 418 | ||
MICROSOFT CORP | COM | 594918104 | 2,264 | 5,380 | SH | SOLE | 0 | 0 | 5,380 | ||
MONDELEZ INTL INC | CL A | 609207105 | 316 | 4,521 | SH | SOLE | 0 | 0 | 4,521 | ||
NATIONAL STORAGE AFFILIATES | COM SHS BEN IN | 637870106 | 274 | 7,000 | SH | SOLE | 0 | 0 | 7,000 | ||
NUVEEN PENNSYLVANIA QLT MUN | COM | 670972108 | 243 | 20,578 | SH | SOLE | 0 | 0 | 20,578 | ||
NVIDIA CORPORATION | COM | 67066G104 | 5,259 | 5,821 | SH | SOLE | 0 | 0 | 5,821 | ||
PAYCHEX INC | COM | 704326107 | 225 | 1,829 | SH | SOLE | 0 | 0 | 1,829 | ||
PAYPAL HLDGS INC | COM | 70450Y103 | 299 | 4,469 | SH | SOLE | 0 | 0 | 4,469 | ||
PELOTON INTERACTIVE INC | CL A COM | 70614W100 | 43 | 10,000 | SH | SOLE | 0 | 0 | 10,000 | ||
PEPSICO INC | COM | 713448108 | 841 | 4,804 | SH | SOLE | 0 | 0 | 4,804 | ||
PHILLIPS 66 | COM | 718546104 | 732 | 4,480 | SH | SOLE | 0 | 0 | 4,480 | ||
PROCTER AND GAMBLE CO | COM | 742718109 | 821 | 5,058 | SH | SOLE | 0 | 0 | 5,058 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | 5,986 | 74,235 | SH | SOLE | 0 | 0 | 74,235 | ||
SHERWIN WILLIAMS CO | COM | 824348106 | 218 | 628 | SH | SOLE | 0 | 0 | 628 | ||
SPDR INDEX SHS FDS | MSCI EAFE STRTGC | 78463X434 | 4,706 | 61,847 | SH | SOLE | 0 | 0 | 61,847 | ||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 867 | 1,657 | SH | SOLE | 0 | 0 | 1,657 | ||
SPDR SER TR | SSGA US SMAL ETF | 78468R887 | 1,875 | 16,737 | SH | SOLE | 0 | 0 | 16,737 | ||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 7,107 | 54,150 | SH | SOLE | 0 | 0 | 54,150 | ||
UNITED PARCEL SERVICE INC | CL B | 911312106 | 608 | 4,094 | SH | SOLE | 0 | 0 | 4,094 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 758 | 1,532 | SH | SOLE | 0 | 0 | 1,532 | ||
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | 6,681 | 135,811 | SH | SOLE | 0 | 0 | 135,811 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 506 | 1,949 | SH | SOLE | 0 | 0 | 1,949 | ||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 1,941 | 17,568 | SH | SOLE | 0 | 0 | 17,568 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 271 | 4,500 | SH | SOLE | 0 | 0 | 4,500 | ||
VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | 1,746 | 21,416 | SH | SOLE | 0 | 0 | 21,416 | ||
VANGUARD WORLD FD | INF TECH ETF | 92204A702 | 238 | 453 | SH | SOLE | 0 | 0 | 453 | ||
VANGUARD WORLD FD | EXTENDED DUR | 921910709 | 2,800 | 36,556 | SH | SOLE | 0 | 0 | 36,556 | ||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 211 | 5,030 | SH | SOLE | 0 | 0 | 5,030 | ||
VISA INC | COM CL A | 92826C839 | 252 | 904 | SH | SOLE | 0 | 0 | 904 | ||
WALMART INC | COM | 931142103 | 223 | 3,709 | SH | SOLE | 0 | 0 | 3,709 | ||
WELLS FARGO CO NEW | COM | 949746101 | 257 | 4,436 | SH | SOLE | 0 | 0 | 4,436 | ||
YORK WTR CO | COM | 987184108 | 1,076 | 29,670 | SH | SOLE | 0 | 0 | 29,670 |