The Securities and Exchange Commission has not necessarily
reviewed the information in this filing and has not determined
if it is accurate and complete.
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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 |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 54,179 | 893,152 | SH | SOLE | 0 | 0 | 893,152 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | 5,455 | 34,226 | SH | SOLE | 0 | 0 | 34,226 | ||
ALPHABET INC | CAP STK CL C | 02079K107 | 576 | 3,690 | SH | SOLE | 0 | 0 | 3,690 | ||
ISHARES TR | CHINA LG-CAP ETF | 464287184 | 1,215 | 38,953 | SH | SOLE | 0 | 0 | 38,953 | ||
META PLATFORMS INC | CL A | 30303M102 | 1,397 | 2,424 | SH | SOLE | 0 | 0 | 2,424 | ||
SNOWFLAKE INC | CL A | 833445109 | 229 | 1,570 | SH | SOLE | 0 | 0 | 1,570 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 43,869 | 82,370 | SH | SOLE | 0 | 0 | 82,370 | ||
ADOBE INC | COM | 00724F101 | 915 | 2,387 | SH | SOLE | 0 | 0 | 2,387 | ||
AMAZON COM INC | COM | 023135106 | 2,051 | 10,781 | SH | SOLE | 0 | 0 | 10,781 | ||
AMGEN INC | COM | 031162100 | 366 | 1,176 | SH | SOLE | 0 | 0 | 1,176 | ||
APPLE INC | COM | 037833100 | 97,054 | 436,540 | SH | SOLE | 0 | 0 | 436,540 | ||
AUTODESK INC | COM | 052769106 | 378 | 1,445 | SH | SOLE | 0 | 0 | 1,445 | ||
BANK NEW YORK MELLON CORP | COM | 064058100 | 401 | 4,780 | SH | SOLE | 0 | 0 | 4,780 | ||
BANK AMERICA CORP | COM | 060505104 | 16,757 | 401,546 | SH | SOLE | 0 | 0 | 401,546 | ||
BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 | 163 | 19,004 | SH | SOLE | 0 | 0 | 19,004 | ||
BLACKROCK INC | COM | 09290D101 | 312 | 330 | SH | SOLE | 0 | 0 | 330 | ||
CISCO SYS INC | COM | 17275R102 | 8,645 | 140,084 | SH | SOLE | 0 | 0 | 140,084 | ||
CONOCOPHILLIPS | COM | 20825C104 | 322 | 3,065 | SH | SOLE | 0 | 0 | 3,065 | ||
FEDEX CORP | COM | 31428X106 | 4,283 | 17,571 | SH | SOLE | 0 | 0 | 17,571 | ||
GE VERNOVA INC | COM | 36828A101 | 347 | 1,138 | SH | SOLE | 0 | 0 | 1,138 | ||
GENERAL MTRS CO | COM | 37045V100 | 5,678 | 120,725 | SH | SOLE | 0 | 0 | 120,725 | ||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 37,550 | 68,736 | SH | SOLE | 0 | 0 | 68,736 | ||
INNOVATIVE SOLUTIONS & SUPPO | COM | 45769N105 | 122 | 19,395 | SH | SOLE | 0 | 0 | 19,395 | ||
INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | 597 | 3,460 | SH | SOLE | 0 | 0 | 3,460 | ||
JACOBS SOLUTIONS INC | COM | 46982L108 | 7,878 | 65,170 | SH | SOLE | 0 | 0 | 65,170 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | 52,840 | 215,408 | SH | SOLE | 0 | 0 | 215,408 | ||
MID PENN BANCORP INC | COM | 59540G107 | 2,185 | 84,338 | SH | SOLE | 0 | 0 | 84,338 | ||
NVIDIA CORPORATION | COM | 67066G104 | 1,534 | 14,151 | SH | SOLE | 0 | 0 | 14,151 | ||
ORACLE CORP | COM | 68389X105 | 602 | 4,308 | SH | SOLE | 0 | 0 | 4,308 | ||
QUANTA SVCS INC | COM | 74762E102 | 13,803 | 54,305 | SH | SOLE | 0 | 0 | 54,305 | ||
UNITEDHEALTH GROUP INC | COM | 91324P102 | 264 | 504 | SH | SOLE | 0 | 0 | 504 | ||
WELLTOWER INC | COM | 95040Q104 | 391 | 2,555 | SH | SOLE | 0 | 0 | 2,555 | ||
CATERPILLAR INC | COM | 149123101 | 17,366 | 52,538 | SH | SOLE | 0 | 0 | 52,538 | ||
CHEVRON CORP NEW | COM | 166764100 | 371 | 2,219 | SH | SOLE | 0 | 0 | 2,219 | ||
CINCINNATI FINL CORP | COM | 172062101 | 337 | 2,282 | SH | SOLE | 0 | 0 | 2,282 | ||
CSX CORP | COM | 126408103 | 3,728 | 126,685 | SH | SOLE | 0 | 0 | 126,685 | ||
CUMMINS INC | COM | 231021106 | 17,634 | 56,101 | SH | SOLE | 0 | 0 | 56,101 | ||
DANAHER CORPORATION | COM | 235851102 | 435 | 2,120 | SH | SOLE | 0 | 0 | 2,120 | ||
DISNEY WALT CO | COM | 254687106 | 268 | 2,713 | SH | SOLE | 0 | 0 | 2,713 | ||
ELI LILLY & CO | COM | 532457108 | 549 | 665 | SH | SOLE | 0 | 0 | 665 | ||
FIRST COMWLTH FINL CORP PA | COM | 319829107 | 182 | 11,685 | SH | SOLE | 0 | 0 | 11,685 | ||
HUNT J B TRANS SVCS INC | COM | 445658107 | 1,427 | 9,326 | SH | SOLE | 0 | 0 | 9,326 | ||
INTEL CORP | COM | 458140100 | 312 | 13,751 | SH | SOLE | 0 | 0 | 13,751 | ||
INTUIT | COM | 461202103 | 635 | 1,035 | SH | SOLE | 0 | 0 | 1,035 | ||
JOHNSON & JOHNSON | COM | 478160104 | 466 | 2,810 | SH | SOLE | 0 | 0 | 2,810 | ||
LOCKHEED MARTIN CORP | COM | 539830109 | 668 | 1,495 | SH | SOLE | 0 | 0 | 1,495 | ||
MICROSOFT CORP | COM | 594918104 | 6,567 | 17,495 | SH | SOLE | 0 | 0 | 17,495 | ||
NANOVIRICIDES INC | COM | 630087302 | 18 | 15,736 | SH | SOLE | 0 | 0 | 15,736 | ||
PAYCHEX INC | COM | 704326107 | 573 | 3,715 | SH | SOLE | 0 | 0 | 3,715 | ||
PNC FINL SVCS GROUP INC | COM | 693475105 | 467 | 2,656 | SH | SOLE | 0 | 0 | 2,656 | ||
S & T BANCORP INC | COM | 783859101 | 965 | 26,050 | SH | SOLE | 0 | 0 | 26,050 | ||
TEXAS INSTRS INC | COM | 882508104 | 308 | 1,715 | SH | SOLE | 0 | 0 | 1,715 | ||
TEXTRON INC | COM | 883203101 | 3,780 | 52,320 | SH | SOLE | 0 | 0 | 52,320 | ||
THE CIGNA GROUP | COM | 125523100 | 494 | 1,501 | SH | SOLE | 0 | 0 | 1,501 | ||
UNION PAC CORP | COM | 907818108 | 6,196 | 26,226 | SH | SOLE | 0 | 0 | 26,226 | ||
WELLS FARGO CO NEW | COM | 949746101 | 1,270 | 17,695 | SH | SOLE | 0 | 0 | 17,695 | ||
ZIONS BANCORPORATION N A | COM | 989701107 | 222 | 4,460 | SH | SOLE | 0 | 0 | 4,460 | ||
VISA INC | COM CL A | 92826C839 | 254 | 724 | SH | SOLE | 0 | 0 | 724 | ||
CITIGROUP INC | COM NEW | 172967424 | 3,684 | 51,888 | SH | SOLE | 0 | 0 | 51,888 | ||
MORGAN STANLEY | COM NEW | 617446448 | 739 | 6,334 | SH | SOLE | 0 | 0 | 6,334 | ||
NEXTNAV INC | COMMON STOCK | 65345N106 | 686 | 56,360 | SH | SOLE | 0 | 0 | 56,360 | ||
ISHARES TR | CORE HIGH DV ETF | 46429B663 | 20,691 | 170,827 | SH | SOLE | 0 | 0 | 170,827 | ||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 2,155 | 28,483 | SH | SOLE | 0 | 0 | 28,483 | ||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 78,549 | 1,456,604 | SH | SOLE | 0 | 0 | 1,456,604 | ||
ISHARES TR | CORE S&P500 ETF | 464287200 | 53,180 | 94,644 | SH | SOLE | 0 | 0 | 94,644 | ||
ISHARES INC | CUR HD MSCI EM | 46434G509 | 1,140 | 40,595 | SH | SOLE | 0 | 0 | 40,595 | ||
ISHARES TR | CYBERSECURITY | 46435U135 | 14,958 | 318,390 | SH | SOLE | 0 | 0 | 318,390 | ||
VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | 22,386 | 115,398 | SH | SOLE | 0 | 0 | 115,398 | ||
ISHARES TR | EAFE VALUE ETF | 464288877 | 351 | 5,960 | SH | SOLE | 0 | 0 | 5,960 | ||
ISHARES INC | EM MKTS DIV ETF | 464286319 | 304 | 11,140 | SH | SOLE | 0 | 0 | 11,140 | ||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 209 | 5,975 | SH | SOLE | 0 | 0 | 5,975 | ||
ISHARES TR | ESG AWRE USD ETF | 46435G193 | 232 | 10,045 | SH | SOLE | 0 | 0 | 10,045 | ||
ISHARES TR | ESG MSCI LEADR | 46435U218 | 371 | 3,875 | SH | SOLE | 0 | 0 | 3,875 | ||
ISHARES TR | ESG SELECT SCRE | 46436E569 | 3,232 | 75,555 | SH | SOLE | 0 | 0 | 75,555 | ||
ISHARES TR | EXPONENTIAL TECH | 46434V381 | 4,027 | 69,970 | SH | SOLE | 0 | 0 | 69,970 | ||
SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 | 21,121 | 424,023 | SH | SOLE | 0 | 0 | 424,023 | ||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 19,574 | 433,653 | SH | SOLE | 0 | 0 | 433,653 | ||
ISHARES TR | FUTURE AI & TECH | 46435U556 | 26,806 | 852,322 | SH | SOLE | 0 | 0 | 852,322 | ||
ISHARES TR | GENOMICS IMMUN | 46435U192 | 5,849 | 285,472 | SH | SOLE | 0 | 0 | 285,472 | ||
ISHARES TR | GLOB HLTHCRE ETF | 464287325 | 219 | 2,396 | SH | SOLE | 0 | 0 | 2,396 | ||
ISHARES TR | GLOB INDSTRL ETF | 464288729 | 12,313 | 84,695 | SH | SOLE | 0 | 0 | 84,695 | ||
VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | 1,199 | 4,529 | SH | SOLE | 0 | 0 | 4,529 | ||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 114,841 | 890,518 | SH | SOLE | 0 | 0 | 890,518 | ||
SELECT SECTOR SPDR TR | INDL | 81369Y704 | 16,048 | 122,440 | SH | SOLE | 0 | 0 | 122,440 | ||
ISHARES TR | INTL SEL DIV ETF | 464288448 | 982 | 31,670 | SH | SOLE | 0 | 0 | 31,670 | ||
BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | 81,208 | 1,550,365 | SH | SOLE | 0 | 0 | 1,550,365 | ||
ISHARES TR | ISHARES SEMICDTR | 464287523 | 3,040 | 16,154 | SH | SOLE | 0 | 0 | 16,154 | ||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 6,744 | 128,780 | SH | SOLE | 0 | 0 | 128,780 | ||
ISHARES TR | JPMORGAN USD EMG | 464288281 | 3,791 | 42,170 | SH | SOLE | 0 | 0 | 42,170 | ||
INVESCO EXCH TRADED FD TR II | KBW BK ETF | 46138E628 | 112,808 | 1,796,164 | SH | SOLE | 0 | 0 | 1,796,164 | ||
INVESCO EXCHANGE TRADED FD T | LARGE CAP GROWTH | 46137V746 | 16,223 | 167,819 | SH | SOLE | 0 | 0 | 167,819 | ||
INVESCO EXCHANGE TRADED FD T | LARGE CAP VALUE | 46137V738 | 10,659 | 179,107 | SH | SOLE | 0 | 0 | 179,107 | ||
VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | 697 | 5,410 | SH | SOLE | 0 | 0 | 5,410 | ||
ISHARES TR | MORNINGSTAR GRWT | 464287119 | 599 | 7,400 | SH | SOLE | 0 | 0 | 7,400 | ||
ISHARES TR | MSCI CHINA A | 46434V514 | 1,224 | 43,675 | SH | SOLE | 0 | 0 | 43,675 | ||
GLOBAL X FDS | MSCI CHINA CNSMR | 37950E408 | 2,201 | 98,567 | SH | SOLE | 0 | 0 | 98,567 | ||
ISHARES TR | MSCI CHINA ETF | 46429B671 | 9,152 | 168,235 | SH | SOLE | 0 | 0 | 168,235 | ||
ISHARES TR | MSCI EAFE MIN VL | 46429B689 | 131,318 | 1,688,681 | SH | SOLE | 0 | 0 | 1,688,681 | ||
ISHARES INC | MSCI EM ASIA ETF | 464286426 | 1,325 | 17,892 | SH | SOLE | 0 | 0 | 17,892 | ||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 133,491 | 2,288,150 | SH | SOLE | 0 | 0 | 2,288,150 | ||
ISHARES TR | MSCI INTL QUALTY | 46434V456 | 29,998 | 755,800 | SH | SOLE | 0 | 0 | 755,800 | ||
ISHARES INC | MSCI PAC JP ETF | 464286665 | 333 | 7,562 | SH | SOLE | 0 | 0 | 7,562 | ||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 6,548 | 71,467 | SH | SOLE | 0 | 0 | 71,467 | ||
ISHARES TR | MSCI USA QLT FCT | 46432F339 | 213,971 | 1,251,388 | SH | SOLE | 0 | 0 | 1,251,388 | ||
ISHARES TR | MSCI USA VALUE | 46432F388 | 138,812 | 1,301,911 | SH | SOLE | 0 | 0 | 1,301,911 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | 1,551 | 2,340 | SH | SOLE | 0 | 0 | 2,340 | ||
FIRST TR EXCHANGE-TRADED FD | NY ARCA BIOTECH | 33733E203 | 204 | 1,200 | SH | SOLE | 0 | 0 | 1,200 | ||
ISHARES TR | PFD AND INCM SEC | 464288687 | 879 | 28,590 | SH | SOLE | 0 | 0 | 28,590 | ||
INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 | 19,928 | 493,135 | SH | SOLE | 0 | 0 | 493,135 | ||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 3,354 | 9,289 | SH | SOLE | 0 | 0 | 9,289 | ||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 271 | 1,441 | SH | SOLE | 0 | 0 | 1,441 | ||
ISHARES TR | RUS TP200 GR ETF | 464289438 | 41,324 | 195,904 | SH | SOLE | 0 | 0 | 195,904 | ||
ISHARES TR | S&P 100 ETF | 464287101 | 7,465 | 27,564 | SH | SOLE | 0 | 0 | 27,564 | ||
INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 46137V431 | 283 | 2,830 | SH | SOLE | 0 | 0 | 2,830 | ||
SPDR SER TR | S&P BK ETF | 78464A797 | 21,564 | 406,051 | SH | SOLE | 0 | 0 | 406,051 | ||
SPDR INDEX SHS FDS | S&P GBLINF ETF | 78463X855 | 15,423 | 248,765 | SH | SOLE | 0 | 0 | 248,765 | ||
SPDR SER TR | S&P PHARMAC | 78464A722 | 2,111 | 48,205 | SH | SOLE | 0 | 0 | 48,205 | ||
INVESCO EXCH TRADED FD TR II | S&P SMLCP INFO | 46138E115 | 210 | 5,230 | SH | SOLE | 0 | 0 | 5,230 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 49,065 | 283,238 | SH | SOLE | 0 | 0 | 283,238 | ||
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 | 34,357 | 235,889 | SH | SOLE | 0 | 0 | 235,889 | ||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 643 | 8,145 | SH | SOLE | 0 | 0 | 8,145 | ||
SMURFIT WESTROCK PLC | SHS | G8267P108 | 2,278 | 48,952 | SH | SOLE | 0 | 0 | 48,952 | ||
ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | 421 | 1,350 | SH | SOLE | 0 | 0 | 1,350 | ||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 11,597 | 62,250 | SH | SOLE | 0 | 0 | 62,250 | ||
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | 251 | 1,900 | SH | SOLE | 0 | 0 | 1,900 | ||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 58,780 | 283,818 | SH | SOLE | 0 | 0 | 283,818 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 210 | 765 | SH | SOLE | 0 | 0 | 765 | ||
ISHARES TR | U.S. MED DVC ETF | 464288810 | 15,743 | 262,205 | SH | SOLE | 0 | 0 | 262,205 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 200 | 426 | SH | SOLE | 0 | 0 | 426 | ||
ISHARES TR | US HLTHCR PR ETF | 464288828 | 17,690 | 335,030 | SH | SOLE | 0 | 0 | 335,030 | ||
ISHARES TR | US INFRASTRUC | 46435U713 | 74,675 | 1,656,875 | SH | SOLE | 0 | 0 | 1,656,875 | ||
WISDOMTREE TR | US QTLY DIV GRT | 97717X669 | 826 | 10,345 | SH | SOLE | 0 | 0 | 10,345 | ||
ISHARES TR | US SML CAP EQT | 46434V290 | 1,375 | 22,125 | SH | SOLE | 0 | 0 | 22,125 | ||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 321 | 1,858 | SH | SOLE | 0 | 0 | 1,858 | ||
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | 69,051 | 1,385,239 | SH | SOLE | 0 | 0 | 1,385,239 | ||
VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | 432 | 4,660 | SH | SOLE | 0 | 0 | 4,660 | ||
WISDOMTREE TR | WISDOMTREE US VA | 97717W547 | 401 | 4,885 | SH | SOLE | 0 | 0 | 4,885 |