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CIK 0000701189 • 3 13F filings • May 1, 2025 – Nov 4, 2025
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Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALTRIA GROUP INC | COM | $222K | 0.1% | 3,358 SH | New |
| APPLE INC | COM | $1.7M | 0.5%Prev: 0.4% | 6,774 SH | Increased-173 SH |
| AT&T INC | COM | $275K | 0.1%Prev: 0.1% | 9,744 SH | Increased+451 SH |
| BANK AMERICA CORP | COM | $447K | 0.1%Prev: 0.1% | 8,655 SH | Increased+44 SH |
| BROADCOM INC | COM | $225K | 0.1% | 683 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $698K | 0.2%Prev: 0.2% | 3,680 SH | Increased+121 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $242K | 0.1%Prev: 0.1% | 3,730 SH | Increased |
| ISHARES TR | CORE 60/40 BALAN | $237K | 0.1%Prev: 0.1% | 3,682 SH | Increased-4 SH |
| ISHARES TR | CORE 80/20 AGGRE | $613K | 0.2%Prev: 0.2% | 6,951 SH | Decreased-926 SH |
| ISHARES TR | MSCI EAFE ETF | $569K | 0.2%Prev: 0.2% | 6,097 SH | Increased |
| ISHARES TR | MSCI USA MMENTM | $2.5M | 0.7%Prev: 0.7% | 9,685 SH | Increased-529 SH |
| ISHARES TR | NATIONAL MUN ETF | $1.5M | 0.4%Prev: 0.4% | 14,424 SH | Increased+1,514 SH |
| ISHARES TR | RUS 1000 ETF | $2.1M | 0.6%Prev: 0.6% | 5,755 SH | Increased-27 SH |
| ISHARES TR | RUS 1000 GRW ETF | $5.5M | 1.5%Prev: 1.5% | 11,769 SH | Increased+32 SH |
| ISHARES TR | RUS 1000 VAL ETF | $1.9M | 0.5%Prev: 0.5% | 9,167 SH | Increased-59 SH |
| ISHARES TR | RUS 2000 GRW ETF | $2.0M | 0.5%Prev: 0.5% | 6,128 SH | Increased+4 SH |
| ISHARES TR | RUS 2000 VAL ETF | $252K | 0.1%Prev: 0.1% | 1,427 SH | Increased+3 SH |
| ISHARES TR | RUS MD CP GR ETF | $1.0M | 0.3%Prev: 0.3% | 7,210 SH | Increased+129 SH |
| ISHARES TR | RUS MDCP VAL ETF | $478K | 0.1%Prev: 0.1% | 3,420 SH | Increased+125 SH |
| ISHARES TR | RUSSELL 2000 ETF | $985K | 0.3%Prev: 0.3% | 4,069 SH | Increased-57 SH |
| ISHARES TR | TIPS BD ETF | $1.5M | 0.4%Prev: 0.4% | 13,627 SH | Increased+1,386 SH |
| JOHNSON & JOHNSON | COM | $2.8M | 0.8%Prev: 0.7% | 15,094 SH | Increased-98 SH |
| JPMORGAN CHASE & CO. | COM | $401K | 0.1%Prev: 0.1% | 1,271 SH | Increased+56 SH |
| MEDTRONIC PLC | SHS | $212K | 0.1%Prev: 0.1% | 2,228 SH | Decreased-782 SH |
| META PLATFORMS INC | CL A | $425K | 0.1%Prev: 0.1% | 579 SH | Increased+6 SH |
| MICROSOFT CORP | COM | $573K | 0.2%Prev: 0.2% | 1,107 SH | Increased+15 SH |
| NEWAMSTERDAM PHARMA COMPANY | ORDINARY SHARES | $213K | 0.1% | 7,500 SH | New |
| PHILIP MORRIS INTL INC | COM | $498K | 0.1%Prev: 0.2% | 3,070 SH | Decreased-308 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $2.6M | 0.7%Prev: 0.7% | 78,180 SH | Increased-1,500 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $14.8M | 4.1%Prev: 4.2% | 635,810 SH | Increased-1,077 SH |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | $926K | 0.3%Prev: 0.3% | 20,339 SH | Increased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $5.0M | 1.4%Prev: 1.3% | 215,071 SH | Increased+24,494 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $19.2M | 5.3%Prev: 5.3% | 746,625 SH | Increased+7,573 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $33.8M | 9.3%Prev: 9.6% | 1,058,587 SH | Increased-38,318 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $31.5M | 8.7%Prev: 8.7% | 1,081,761 SH | Increased+31,043 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $34.2M | 9.4%Prev: 9.2% | 1,300,022 SH | Increased+47,103 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $18.1M | 5.0%Prev: 5.2% | 610,211 SH | Increased-13,666 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $20.1M | 5.5%Prev: 5.5% | 721,038 SH | Increased-7,981 SH |
| SCHWAB STRATEGIC TR | US TIPS ETF | $24.9M | 6.8%Prev: 7.1% | 923,169 SH | Increased+35,316 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $1.9M | 0.5%Prev: 0.5% | 38,713 SH | Increased+1,987 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $15.5M | 4.3%Prev: 4.3% | 32,257 SH | Increased-423 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $17.9M | 4.9%Prev: 5.0% | 60,898 SH | Increased+1,020 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $28.2M | 7.7%Prev: 7.0% | 46,006 SH | Increased+4,619 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $20.8M | 5.7%Prev: 5.7% | 81,738 SH | Increased+748 SH |
| VANGUARD INDEX FDS | VALUE ETF | $19.2M | 5.3%Prev: 5.4% | 102,828 SH | Increased+643 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $729K | 0.2%Prev: 0.2% | 13,454 SH | Increased-138 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $7.0M | 1.9%Prev: 1.5% | 83,351 SH | Increased+21,581 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $10.5M | 2.9%Prev: 3.0% | 175,655 SH | Increased-2,307 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $592K | 0.2%Prev: 0.2% | 4,203 SH | Increased-66 SH |
| VANGUARD WORLD FD | ESG INTL STK ETF | $2.0M | 0.5%Prev: 0.6% | 28,573 SH | Increased+54 SH |
| VANGUARD WORLD FD | ESG US STK ETF | $2.6M | 0.7%Prev: 0.7% | 22,241 SH | Increased+315 SH |
| VANGUARD WORLD FD | INF TECH ETF | $747K | 0.2%Prev: 0.2% | 1,000 SH | Increased+1 SH |
| WSFS FINL CORP | COM | $651K | 0.2%Prev: 0.2% | 12,075 SH | Decreased |
| 13F-HR |
| 0001221073-25-000048 |
| $317.9M |
| View |