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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
ADVANCED MICRO DEVICES INC | COM | 007903107 | 522,316 | 3,220 | SH | SOLE | 0 | 0 | 3,220 | |||
AGILON HEALTH INC | COM | 00857U107 | 105,503 | 16,132 | SH | SOLE | 0 | 0 | 16,132 | |||
ALPHABET INC | CAP STK CL A | 02079K305 | 241,534 | 1,326 | SH | SOLE | 0 | 0 | 1,326 | |||
AMAZON COM INC | COM | 023135106 | 393,264 | 2,035 | SH | SOLE | 0 | 0 | 2,035 | |||
APPLE INC | COM | 037833100 | 888,134 | 4,217 | SH | SOLE | 0 | 0 | 4,217 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 351,475 | 864 | SH | SOLE | 0 | 0 | 864 | |||
COCA COLA CO | COM | 191216100 | 245,067 | 3,850 | SH | SOLE | 0 | 0 | 3,850 | |||
DICKS SPORTING GOODS INC | COM | 253393102 | 319,237 | 1,486 | SH | SOLE | 0 | 0 | 1,486 | |||
ELI LILLY &CO | COM | 532457108 | 283,314 | 313 | SH | SOLE | 0 | 0 | 313 | |||
EXXON MOBIL CORP | COM | 30231G102 | 483,099 | 4,196 | SH | SOLE | 0 | 0 | 4,196 | |||
FIRST COMWLTH FINL CORP PA | COM | 319829107 | 245,763 | 17,796 | SH | SOLE | 0 | 0 | 17,796 | |||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 504,330 | 9,421 | SH | SOLE | 0 | 0 | 9,421 | |||
ISHARES TR | RUS 1000 ETF | 464287622 | 30,060,413 | 101,030 | SH | SOLE | 0 | 0 | 101,030 | |||
ISHARES TR | MSCI EAFE ETF | 464287465 | 8,347,271 | 106,565 | SH | SOLE | 0 | 0 | 106,565 | |||
ISHARES TR | FLTG RATE NT ETF | 46429B655 | 7,176,745 | 140,473 | SH | SOLE | 0 | 0 | 140,473 | |||
ISHARES TR | GLB INFRASTR ETF | 464288372 | 3,189,657 | 66,562 | SH | SOLE | 0 | 0 | 66,562 | |||
ISHARES TR | MSCI EMG MKT ETF | 464287234 | 3,064,952 | 71,964 | SH | SOLE | 0 | 0 | 71,964 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 2,517,285 | 23,625 | SH | SOLE | 0 | 0 | 23,625 | |||
ISHARES TR | CORE MSCI INTL | 46435G326 | 2,057,814 | 31,350 | SH | SOLE | 0 | 0 | 31,350 | |||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 772,301 | 4,427 | SH | SOLE | 0 | 0 | 4,427 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 289,176 | 2,979 | SH | SOLE | 0 | 0 | 2,979 | |||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 257,018 | 3,538 | SH | SOLE | 0 | 0 | 3,538 | |||
KIMBERLY-CLARK CORP | COM | 494368103 | 261,496 | 1,892 | SH | SOLE | 0 | 0 | 1,892 | |||
LINDE PLC | SHS | G54950103 | 231,900 | 528 | SH | SOLE | 0 | 0 | 528 | |||
MANULIFE FINL CORP | COM | 56501R106 | 809,225 | 30,399 | SH | SOLE | 0 | 0 | 30,399 | |||
MCDONALDS CORP | COM | 580135101 | 372,984 | 1,464 | SH | SOLE | 0 | 0 | 1,464 | |||
META PLATFORMS INC | CL A | 30303M102 | 999,710 | 1,983 | SH | SOLE | 0 | 0 | 1,983 | |||
MICROSOFT CORP | COM | 594918104 | 1,482,323 | 3,317 | SH | SOLE | 0 | 0 | 3,317 | |||
MVB FINL CORP | COM | 553810102 | 658,698 | 35,338 | SH | SOLE | 0 | 0 | 35,338 | |||
NVIDIA CORPORATION | COM | 67066G104 | 1,315,718 | 10,650 | SH | SOLE | 0 | 0 | 10,650 | |||
PEPSICO INC | COM | 713448108 | 531,864 | 3,225 | SH | SOLE | 0 | 0 | 3,225 | |||
QUALCOMM INC | COM | 747525103 | 3,373,834 | 16,939 | SH | SOLE | 0 | 0 | 16,939 | |||
ROCKWELL AUTOMATION INC | COM | 773903109 | 674,050 | 2,449 | SH | SOLE | 0 | 0 | 2,449 | |||
SPDR GOLD TR | GOLD SHS | 78463V107 | 251,562 | 1,170 | SH | SOLE | 0 | 0 | 1,170 | |||
SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 78463X749 | 404,028 | 9,729 | SH | SOLE | 0 | 0 | 9,729 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 228,245 | 419 | SH | SOLE | 0 | 0 | 419 | |||
SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | 387,066 | 7,941 | SH | SOLE | 0 | 0 | 7,941 | |||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 369,652 | 2,907 | SH | SOLE | 0 | 0 | 2,907 | |||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 11,199,407 | 149,545 | SH | SOLE | 0 | 0 | 149,545 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 8,067,690 | 50,294 | SH | SOLE | 0 | 0 | 50,294 | |||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 7,668,243 | 35,169 | SH | SOLE | 0 | 0 | 35,169 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 3,246,839 | 8,681 | SH | SOLE | 0 | 0 | 8,681 | |||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 824,922 | 4,520 | SH | SOLE | 0 | 0 | 4,520 | |||
VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 | 596,527 | 2,385 | SH | SOLE | 0 | 0 | 2,385 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 528,869 | 1,057 | SH | SOLE | 0 | 0 | 1,057 | |||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 427,788 | 1,714 | SH | SOLE | 0 | 0 | 1,714 | |||
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | 13,151,610 | 116,768 | SH | SOLE | 0 | 0 | 116,768 | |||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 375,886 | 4,864 | SH | SOLE | 0 | 0 | 4,864 | |||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 228,985 | 3,797 | SH | SOLE | 0 | 0 | 3,797 | |||
VANGUARD WORLD FD | ENERGY ETF | 92204A306 | 1,056,410 | 8,281 | SH | SOLE | 0 | 0 | 8,281 |