| DFAC Dimensional US Core Equity 2 | 14.07% | 2,650,924 | $102.2M | Reduce -1.9% |
| SCHX Schwab US Large-Cap ETF | 12.38% | 3,414,766 | $89.9M | Add +15.8% |
| AGG iShares Core U.S. Aggregate | 11.85% | 859,168 | $86.1M | Add +4.3% |
| DFAU Dimensional US Core Equity M | 7.00% | 1,111,458 | $50.9M | Reduce -39.1% |
| IVW iShares S&P 500 Growth ETF | 4.29% | 258,036 | $31.2M | Add +56.6% |
| EFG iShares MSCI Eafe Growth ETF | 4.12% | 262,856 | $29.9M | Add +24.7% |
| DFAX Dimensional World Ex US Core | 4.08% | 945,802 | $29.7M | Reduce -0.5% |
| MBB iShares MBS ETF | 3.40% | 259,900 | $24.7M | Add +5.0% |
| IXUS iShares Core Intl Stock ETF | 3.35% | 295,180 | $24.4M | Add +5.2% |
| SCHB Schwab US Broad Market ETF | 3.18% | 897,719 | $23.1M | Add +1.8% |
| VLUE iShares MSCI USA Value Facto | 3.13% | 182,117 | $22.8M | Add +4.0% |
| QUAL iShares MSCI USA Quality Fac | 3.03% | 113,099 | $22.0M | Add +4.4% |
| MUB iShares National Muni Bond E | 2.93% | 200,095 | $21.3M | Reduce -3.9% |
| IEMG iShares Core MSCI Emerging | 2.58% | 284,727 | $18.8M | Add +16.7% |
| EFV iShares MSCI Eafe Value ETF | 2.19% | 234,655 | $15.9M | Add +40.5% |
| SCHO Schwab Short-Term US Treas | 1.67% | 498,390 | $12.2M | Add +6.0% |
| AAPL Apple Inc. | 1.35% | 38,455 | $9.8M | Reduce -4.3% |
| IWM iShares Russell 2000 ETF | 1.33% | 40,089 | $9.7M | Reduce -1.1% |
| PPG PPG Industries Inc. | 1.19% | 82,403 | $8.7M | Reduce -35.8% |
| SUB iShares Short-Term National | 1.11% | 75,349 | $8.0M | Reduce -4.8% |
| SCHM Schwab US Mid Cap ETF | 1.08% | 265,513 | $7.9M | Reduce -2.6% |
| IVV iShares Core S&P 500 ETF | 0.67% | 7,239 | $4.8M | Reduce -9.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.64% | 93,006 | $4.7M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 13,855 | $4.5M | No change |
| DFAS Dimensional US Small Cap ETF | 0.52% | 55,561 | $3.8M | Add +16.0% |
| MSFT Microsoft Corp. | 0.51% | 7,095 | $3.7M | Reduce -9.2% |
| NVDA Nvidia Corp. | 0.50% | 19,656 | $3.7M | Reduce -29.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.32% | 32,677 | $2.3M | Reduce -9.1% |
| HD Home Depot Inc. | 0.31% | 5,519 | $2.2M | Reduce -10.2% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,518 | $2.2M | Add +2.7% |
| META Meta Platforms Inc. Class A | 0.25% | 2,516 | $1.8M | Reduce -14.4% |
| GOOGL Alphabet Inc. Class A | 0.24% | 7,201 | $1.8M | Reduce -11.1% |
| AMZN Amazon.com Inc. | 0.24% | 7,818 | $1.7M | Reduce -10.9% |
| BND Vanguard Total Bond Market | 0.20% | 19,980 | $1.5M | Add +5.2% |
| VXUS Vanguard Total Intl Stock | 0.20% | 19,762 | $1.5M | Reduce -23.5% |
| ITOT iShares Core S&P Total U.S. | 0.20% | 9,918 | $1.4M | Reduce -5.4% |
| SCHD Schwab US DVD Equity ETF | 0.19% | 49,338 | $1.3M | Reduce -27.4% |
| AVGO Broadcom Inc. | 0.17% | 3,663 | $1.2M | Reduce -5.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.16% | 25,610 | $1.2M | Add +0.4% |
| TXN Texas Instruments Inc. | 0.16% | 6,245 | $1.1M | Reduce -3.5% |
| MRBK Meridian Corp. | 0.16% | 72,230 | $1.1M | Reduce -48.3% |
| JPM JPMorgan Chase & Co. | 0.13% | 2,969 | $936K | Reduce -45.2% |
| GOOG Alphabet Inc. Class C | 0.13% | 3,767 | $917K | Reduce -17.6% |
| GLD SPDR Gold Shares | 0.12% | 2,552 | $907K | No change |
| TSLA Tesla Inc. | 0.12% | 2,033 | $904K | Add +2.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.12% | 3,551 | $903K | Reduce -26.9% |
| SPGI S&P Global Inc. | 0.12% | 1,773 | $863K | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.10% | 1 | $754K | No change |
| XOM Exxon Mobil Corp. | 0.10% | 6,132 | $691K | Reduce -1.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 3,437 | $641K | Add +70.2% |
| CBU Community Financial System I | 0.09% | 10,927 | $641K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.09% | 2,233 | $628K | Reduce -2.3% |
| ABBV Abbvie Inc. | 0.08% | 2,650 | $614K | Reduce -47.1% |
| VXF Vanguard Extended Market ETF | 0.08% | 2,608 | $546K | No change |
| MCD McDonald's Corp. | 0.07% | 1,788 | $543K | Reduce -0.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.07% | 1,763 | $518K | Add +0.3% |
| FULT Fulton Financial Corp. | 0.07% | 27,520 | $513K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.07% | 11,410 | $495K | Reduce -8.3% |
| VMBS Vanguard Mortgage-Backed Sec | 0.07% | 10,305 | $484K | Add +6.5% |
| VGSH Vanguard Short-Term Treasury | 0.07% | 8,182 | $482K | Add +8.7% |
| WMT Walmart Inc. | 0.07% | 4,647 | $479K | Reduce -3.3% |
| V Visa Inc. Class A | 0.07% | 1,403 | $479K | Reduce -5.7% |
| SCHA Schwab US Small-Cap ETF | 0.07% | 17,104 | $477K | Reduce -0.3% |
| AMD Advanced Micro Devices | 0.06% | 2,862 | $463K | Reduce -25.7% |
| JNJ Johnson & Johnson | 0.06% | 2,486 | $461K | Reduce -6.2% |
| LOW Lowe's Cos Inc. | 0.06% | 1,791 | $450K | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 2,074 | $448K | Reduce -9.6% |
| LLY Eli Lilly & Co. | 0.06% | 576 | $439K | Reduce -13.8% |
| CNTA Centessa Pharmaceuticals Ltd. | 0.06% | 18,101 | $439K | Reduce -52.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.06% | 859 | $412K | Add +21.0% |
| IWB iShares Russell 1000 ETF | 0.06% | 1,111 | $406K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 606 | $404K | No change |
| VGVT Vanguard Govt Sec Active ETF | 0.05% | 5,141 | $393K | New |
| PG The Procter & Gamble Co. | 0.05% | 2,520 | $387K | Reduce -31.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.05% | 16,481 | $387K | Reduce -43.4% |
| NFLX Netflix Inc. | 0.05% | 317 | $380K | Reduce -6.8% |
| MA Mastercard Inc. Class A | 0.05% | 632 | $360K | Reduce -5.5% |
| VGT Vanguard Info Tech ETF | 0.05% | 467 | $349K | Add +47.3% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 5,799 | $347K | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.05% | 367 | $340K | Reduce -5.9% |
| RTX RTX Corp. | 0.05% | 2,007 | $336K | Reduce -5.0% |
| SCHR Schwab Intermediate-Term US | 0.05% | 13,329 | $335K | Add +1.0% |
| IAU iShares Gold Trust | 0.05% | 4,514 | $328K | Add +0.3% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 4,496 | $326K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 6,311 | $326K | Reduce -19.4% |
| PM Philip Morris International | 0.04% | 1,885 | $306K | Reduce -8.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 498 | $299K | New |
| ABT Abbott Laboratories | 0.04% | 2,198 | $294K | Reduce -34.5% |
| BA The Boeing Co. | 0.04% | 1,358 | $293K | Reduce -24.7% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.04% | 5,404 | $288K | Add +7.4% |
| UNH Unitedhealth Group Inc. | 0.04% | 817 | $282K | New |
| TEL Te Connectivity PLC | 0.04% | 1,262 | $277K | Reduce -1.0% |
| APP AppLovin Corp. Class A | 0.04% | 374 | $269K | New |
| ADP Automatic Data Processing | 0.04% | 891 | $262K | Reduce -3.6% |
| PNC PNC Financial Services Group | 0.04% | 1,279 | $257K | Reduce -1.8% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 1,402 | $256K | Reduce -59.9% |
| XLK SS Technology Select Sector | 0.04% | 903 | $254K | No change |
| IWV iShares Russell 3000 ETF | 0.03% | 650 | $246K | No change |
| PLD Prologis Inc. | 0.03% | 2,098 | $240K | Reduce -44.5% |
| VGIT Vanguard Intermediate-Term T | 0.03% | 3,801 | $228K | Reduce -12.1% |
| CMCSA Comcast Corp. Class A | 0.03% | 7,247 | $228K | Reduce -16.2% |
| DUK Duke Energy Corp. | 0.03% | 1,832 | $227K | Reduce -41.0% |
| VYM Vanguard High DVD Yield ETF | 0.03% | 1,600 | $226K | New |
| CSCO Cisco Systems Inc. | 0.03% | 3,270 | $224K | Reduce -4.4% |
| GS Goldman Sachs Group Inc. | 0.03% | 279 | $222K | Reduce -10.6% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 736 | $221K | New |
| MRK Merck & Co. Inc. | 0.03% | 2,597 | $218K | New |
| PEG Public Service Enterprise GP | 0.03% | 2,559 | $214K | Add +6.0% |
| WFC Wells Fargo & Co. | 0.03% | 2,544 | $213K | Reduce -71.1% |
| KO The Coca-Cola Co. | 0.03% | 3,163 | $210K | Reduce -9.0% |
| LIN Linde PLC | 0.03% | 439 | $209K | Reduce -3.5% |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 424 | $206K | New |
| WM Waste Management Inc. | 0.03% | 906 | $200K | Add +0.7% |