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CIK 0001781942 • 6 13F filings • May 13, 2025 – Aug 12, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $230K | 0.0%Prev: 0.0% | 1,833 SH | Decreased-365 SH |
| ABBVIE INC | COM | $589K | 0.1%Prev: 0.1% | 2,577 SH | Decreased-73 SH |
| ADVANCED MICRO DEVICES INC | COM | $616K | 0.1%Prev: 0.1% | 2,877 SH | Increased+15 SH |
| ALPHABET INC | CAP STK CL A | $1.7M | 0.2%Prev: 0.2% | 5,322 SH | Decreased-1,879 SH |
| ALPHABET INC | CAP STK CL C | $1.1M | 0.2%Prev: 0.1% | 3,596 SH | Increased-171 SH |
| AMAZON COM INC | COM | $1.7M | 0.2%Prev: 0.2% | 7,473 SH | Increased-345 SH |
| AMERICAN EXPRESS CO | COM | $216K | 0.0% | 584 SH | New |
| APPLE INC | COM | $10.0M | 1.4%Prev: 1.3% | 36,956 SH | Increased-1,499 SH |
| APPLOVIN CORP | COM CL A | $249K | 0.0%Prev: 0.0% | 370 SH | Decreased-4 SH |
| AUTOMATIC DATA PROCESSING IN | COM | $215K | 0.0%Prev: 0.0% | 837 SH | Decreased-54 SH |
| BANK AMERICA CORP | COM | $365K | 0.1%Prev: 0.0% | 6,645 SH | Increased+334 SH |
| BERKSHIRE HATHAWAY INC DEL | CL A | $755K | 0.1%Prev: 0.1% | 1 SH | Increased |
| BOEING CO | COM | $362K | 0.0%Prev: 0.0% | 1,667 SH | Increased+309 SH |
| BROADCOM INC | COM | $1.3M | 0.2%Prev: 0.2% | 3,647 SH | Increased-16 SH |
| CATERPILLAR INC | COM | $214K | 0.0% | 374 SH | New |
| CENTESSA PHARMACEUTICALS PLC | SPONSORED ADS | $453K | 0.1%Prev: 0.1% | 18,101 SH | Increased |
| CISCO SYS INC | COM | $364K | 0.1%Prev: 0.0% | 4,726 SH | Increased+1,456 SH |
| COCA COLA CO | COM | $226K | 0.0%Prev: 0.0% | 3,238 SH | Increased+75 SH |
| COMCAST CORP NEW | CL A | $231K | 0.0%Prev: 0.0% | 7,738 SH | Increased+491 SH |
| COMMUNITY FINANCIAL SYSTEM I | COM | $626K | 0.1%Prev: 0.1% | 10,890 SH | Decreased-37 SH |
| COSTCO WHSL CORP NEW | COM | $295K | 0.0%Prev: 0.0% | 342 SH | Decreased-25 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $50.5M | 7.0%Prev: 7.0% | 1,078,128 SH | Decreased-33,330 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $98.5M | 13.6%Prev: 14.1% | 2,487,016 SH | Decreased-163,908 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $305K | 0.0%Prev: 0.0% | 4,109 SH | Decreased-387 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $4.6M | 0.6%Prev: 0.5% | 65,703 SH | Increased+10,142 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $29.0M | 4.0%Prev: 4.1% | 884,890 SH | Decreased-60,912 SH |
| DUKE ENERGY CORP NEW | COM NEW | $218K | 0.0%Prev: 0.0% | 1,857 SH | Decreased+25 SH |
| ELI LILLY & CO | COM | $601K | 0.1%Prev: 0.1% | 560 SH | Increased-16 SH |
| EXXON MOBIL CORP | COM | $663K | 0.1%Prev: 0.1% | 5,510 SH | Decreased-622 SH |
| FULTON FINL CORP PA | COM | $532K | 0.1%Prev: 0.1% | 27,520 SH | Increased |
| GE AEROSPACE | COM NEW | $218K | 0.0%Prev: 0.0% | 709 SH | Decreased-27 SH |
| GOLDMAN SACHS GROUP INC | COM | $250K | 0.0%Prev: 0.0% | 284 SH | Increased+5 SH |
| HOME DEPOT INC | COM | $1.9M | 0.3%Prev: 0.3% | 5,462 SH | Decreased-57 SH |
| INVESCO QQQ TR | UNIT SER 1 | $306K | 0.0%Prev: 0.0% | 498 SH | Increased |
| ISHARES GOLD TR | ISHARES NEW | $370K | 0.1%Prev: 0.0% | 4,554 SH | Increased+40 SH |
| ISHARES INC | CORE MSCI EMKT | $18.9M | 2.6%Prev: 2.6% | 281,328 SH | Increased-3,399 SH |
| ISHARES INC | ESG AWR MSCI EM | $455K | 0.1%Prev: 0.1% | 10,298 SH | Decreased-1,112 SH |
| ISHARES TR | CORE MSCI TOTAL | $27.3M | 3.8%Prev: 3.4% | 322,208 SH | Increased+27,028 SH |
| ISHARES TR | CORE S&P TTL STK | $1.4M | 0.2%Prev: 0.2% | 9,561 SH | Decreased-357 SH |
| ISHARES TR | CORE S&P500 ETF | $4.8M | 0.7%Prev: 0.7% | 6,987 SH | Decreased-252 SH |
| ISHARES TR | CORE UNIVRSL USD | $995K | 0.1% | 21,390 SH | New |
| ISHARES TR | CORE US AGGBD ET | $90.4M | 12.5%Prev: 11.9% | 905,119 SH | Increased+45,951 SH |
| ISHARES TR | EAFE GRWTH ETF | $30.6M | 4.2%Prev: 4.1% | 268,250 SH | Increased+5,394 SH |
| ISHARES TR | EAFE VALUE ETF | $16.5M | 2.3%Prev: 2.2% | 231,096 SH | Increased-3,559 SH |
| ISHARES TR | MBS ETF | $25.5M | 3.5%Prev: 3.4% | 268,260 SH | Increased+8,360 SH |
| ISHARES TR | MSCI USA QLT FCT | $22.0M | 3.0%Prev: 3.0% | 110,775 SH | Increased-2,324 SH |
| ISHARES TR | MSCI USA VALUE | $25.1M | 3.5%Prev: 3.1% | 183,699 SH | Increased+1,582 SH |
| ISHARES TR | NATIONAL MUN ETF | $18.5M | 2.6%Prev: 2.9% | 172,905 SH | Decreased-27,190 SH |
| ISHARES TR | RUS 1000 ETF | $415K | 0.1%Prev: 0.1% | 1,111 SH | Increased |
| ISHARES TR | RUS 1000 GRW ETF | $213K | 0.0% | 449 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $9.4M | 1.3%Prev: 1.3% | 38,021 SH | Decreased-2,068 SH |
| ISHARES TR | RUSSELL 3000 ETF | $334K | 0.0%Prev: 0.0% | 863 SH | Increased+213 SH |
| ISHARES TR | S&P 500 GRWT ETF | $32.0M | 4.4%Prev: 4.3% | 259,483 SH | Increased+1,447 SH |
| ISHARES TR | SHRT NAT MUN ETF | $7.5M | 1.0%Prev: 1.1% | 70,474 SH | Decreased-4,875 SH |
| JOHNSON & JOHNSON | COM | $517K | 0.1%Prev: 0.1% | 2,496 SH | Increased+10 SH |
| JPMORGAN CHASE & CO. | COM | $916K | 0.1%Prev: 0.1% | 2,843 SH | Decreased-126 SH |
| LOWES COS INC | COM | $422K | 0.1%Prev: 0.1% | 1,750 SH | Decreased-41 SH |
| MASTERCARD INCORPORATED | CL A | $344K | 0.0%Prev: 0.0% | 602 SH | Decreased-30 SH |
| MCDONALDS CORP | COM | $545K | 0.1%Prev: 0.1% | 1,784 SH | Increased-4 SH |
| MERCK & CO INC | COM | $230K | 0.0%Prev: 0.0% | 2,188 SH | Increased-409 SH |
| MERIDIAN CORPORATION | COM | $1.2M | 0.2%Prev: 0.2% | 66,839 SH | Increased-5,391 SH |
| META PLATFORMS INC | CL A | $1.2M | 0.2%Prev: 0.3% | 1,818 SH | Decreased-698 SH |
| MICROSOFT CORP | COM | $3.3M | 0.5%Prev: 0.5% | 6,868 SH | Decreased-227 SH |
| MORGAN STANLEY | COM NEW | $214K | 0.0% | 1,203 SH | New |
| NETFLIX INC | COM | $301K | 0.0%Prev: 0.1% | 3,206 SH | Decreased+2,889 SH |
| NVIDIA CORPORATION | COM | $3.6M | 0.5%Prev: 0.5% | 19,037 SH | Decreased-619 SH |
| ORACLE CORP | COM | $416K | 0.1%Prev: 0.1% | 2,133 SH | Decreased-100 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $228K | 0.0%Prev: 0.0% | 1,281 SH | Decreased-121 SH |
| PHILIP MORRIS INTL INC | COM | $277K | 0.0%Prev: 0.0% | 1,726 SH | Decreased-159 SH |
| PNC FINL SVCS GROUP INC | COM | $266K | 0.0%Prev: 0.0% | 1,274 SH | Increased-5 SH |
| PPG INDS INC | COM | $8.3M | 1.1%Prev: 1.2% | 80,687 SH | Decreased-1,716 SH |
| PROCTER AND GAMBLE CO | COM | $303K | 0.0%Prev: 0.1% | 2,116 SH | Decreased-404 SH |
| PROLOGIS INC. | COM | $204K | 0.0%Prev: 0.0% | 1,601 SH | Decreased-497 SH |
| PUBLIC SVC ENTERPRISE GRP IN | COM | $201K | 0.0%Prev: 0.0% | 2,505 SH | Decreased-54 SH |
| ROCKET LAB CORP | COM | $283K | 0.0% | 4,051 SH | New |
| RTX CORPORATION | COM | $357K | 0.0%Prev: 0.0% | 1,947 SH | Increased-60 SH |
| S&P GLOBAL INC | COM | $926K | 0.1%Prev: 0.1% | 1,772 SH | Increased-1 SH |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $12.7M | 1.7%Prev: 1.7% | 520,155 SH | Increased+21,765 SH |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $359K | 0.0%Prev: 0.1% | 15,376 SH | Decreased-1,105 SH |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $23.5M | 3.2%Prev: 3.2% | 895,438 SH | Increased-2,281 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $975K | 0.1%Prev: 0.2% | 35,532 SH | Decreased-13,806 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $91.6M | 12.6%Prev: 12.4% | 3,405,743 SH | Increased-9,023 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $7.3M | 1.0%Prev: 1.1% | 242,388 SH | Decreased-23,125 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $377K | 0.1%Prev: 0.1% | 13,250 SH | Decreased-3,854 SH |
| SELECT SECTOR SPDR TR | STATE STREET TEC | $260K | 0.0% | 1,805 SH | New |
| SPDR GOLD TR | GOLD SHS | $968K | 0.1%Prev: 0.1% | 2,442 SH | Increased-110 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $413K | 0.1%Prev: 0.1% | 606 SH | Increased |
| TE CONNECTIVITY PLC | ORD SHS | $284K | 0.0%Prev: 0.0% | 1,250 SH | Increased-12 SH |
| TESLA INC | COM | $894K | 0.1%Prev: 0.1% | 1,987 SH | Decreased-46 SH |
| TEXAS INSTRS INC | COM | $1.0M | 0.1%Prev: 0.2% | 5,971 SH | Decreased-274 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $244K | 0.0%Prev: 0.0% | 421 SH | Increased-3 SH |
| UNITEDHEALTH GROUP INC | COM | $258K | 0.0%Prev: 0.0% | 781 SH | Decreased-36 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $1.5M | 0.2%Prev: 0.2% | 20,065 SH | Increased+85 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $545K | 0.1%Prev: 0.1% | 2,608 SH | Decreased |
| VANGUARD INDEX FDS | GROWTH ETF | $419K | 0.1%Prev: 0.1% | 859 SH | Increased |
| VANGUARD INDEX FDS | MID CAP ETF | $543K | 0.1%Prev: 0.1% | 1,871 SH | Increased+108 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $1.8M | 0.2%Prev: 0.3% | 2,838 SH | Decreased-680 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $867K | 0.1%Prev: 0.1% | 3,360 SH | Decreased-191 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.9M | 0.3%Prev: 0.6% | 5,657 SH | Decreased-8,198 SH |
| VANGUARD INDEX FDS | VALUE ETF | $608K | 0.1%Prev: 0.1% | 3,185 SH | Decreased-252 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $2.3M | 0.3%Prev: 0.3% | 31,433 SH | Decreased-1,244 SH |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $2.1M | 0.3%Prev: 0.6% | 41,165 SH | Decreased-51,841 SH |
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | $487K | 0.1%Prev: 0.1% | 10,354 SH | Increased+49 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $490K | 0.1%Prev: 0.1% | 8,344 SH | Increased+162 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $571K | 0.1%Prev: 0.1% | 2,596 SH | Increased+522 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $1.5M | 0.2%Prev: 0.2% | 19,806 SH | Increased+44 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $315K | 0.0%Prev: 0.0% | 5,040 SH | Decreased-759 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $244K | 0.0%Prev: 0.0% | 1,700 SH | Increased+100 SH |
| VANGUARD WORLD FD | INF TECH ETF | $461K | 0.1%Prev: 0.0% | 612 SH | Increased+145 SH |
| VISA INC | COM CL A | $478K | 0.1%Prev: 0.1% | 1,362 SH | Decreased-41 SH |
| WALMART INC | COM | $499K | 0.1%Prev: 0.1% | 4,477 SH | Increased-170 SH |
| WASTE MGMT INC DEL | COM | $200K | 0.0%Prev: 0.0% | 910 SH | Decreased+4 SH |
| WELLS FARGO CO NEW | COM | $233K | 0.0%Prev: 0.0% | 2,501 SH | Increased-43 SH |
| 13F-HR |
| 0001951757-26-001239 |
| $826.1M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001074 | $689.7M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000860 | $728.6M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000551 | $626.6M | View |