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 |
ALPHABET INC | CAP STK CL A | 02079K305 | 497,264 | 5,636 | SH | SOLE | 0 | 0 | 5,636 | |||
AMAZON COM INC | COM | 023135106 | 279,387 | 3,326 | SH | SOLE | 0 | 0 | 3,326 | |||
ANNOVIS BIO INC | COM | 03615A108 | 558,782 | 41,607 | SH | SOLE | 0 | 0 | 41,607 | |||
APPLE INC | COM | 037833100 | 8,465,675 | 65,156 | SH | SOLE | 0 | 0 | 65,156 | |||
AUTOMATIC DATA PROCESSING IN | COM | 053015103 | 539,107 | 2,257 | SH | SOLE | 0 | 0 | 2,257 | |||
BANK AMERICA CORP | COM | 060505104 | 487,295 | 14,713 | SH | SOLE | 0 | 0 | 14,713 | |||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 1,011,030 | 3,273 | SH | SOLE | 0 | 0 | 3,273 | |||
BRISTOL-MYERS SQUIBB CO | COM | 110122108 | 209,096 | 2,906 | SH | SOLE | 0 | 0 | 2,906 | |||
CHEVRON CORP NEW | COM | 166764100 | 252,051 | 1,404 | SH | SOLE | 0 | 0 | 1,404 | |||
CIGNA CORP NEW | COM | 125523100 | 203,138 | 613 | SH | SOLE | 0 | 0 | 613 | |||
COCA COLA CO | COM | 191216100 | 389,441 | 6,122 | SH | SOLE | 0 | 0 | 6,122 | |||
CVS HEALTH CORP | COM | 126650100 | 564,452 | 6,057 | SH | SOLE | 0 | 0 | 6,057 | |||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | 365,951 | 16,942 | SH | SOLE | 0 | 0 | 16,942 | |||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | 1,830,863 | 73,118 | SH | SOLE | 0 | 0 | 73,118 | |||
DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | 9,034,460 | 188,966 | SH | SOLE | 0 | 0 | 188,966 | |||
DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | 328,849 | 13,406 | SH | SOLE | 0 | 0 | 13,406 | |||
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | 612,776 | 22,679 | SH | SOLE | 0 | 0 | 22,679 | |||
DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | 2,856,994 | 130,159 | SH | SOLE | 0 | 0 | 130,159 | |||
DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | 302,564 | 13,623 | SH | SOLE | 0 | 0 | 13,623 | |||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | 30,970,647 | 925,049 | SH | SOLE | 0 | 0 | 925,049 | |||
DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | 406,558 | 18,438 | SH | SOLE | 0 | 0 | 18,438 | |||
DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | 2,391,042 | 46,746 | SH | SOLE | 0 | 0 | 46,746 | |||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | 12,291,124 | 404,313 | SH | SOLE | 0 | 0 | 404,313 | |||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | 201,229 | 4,366 | SH | SOLE | 0 | 0 | 4,366 | |||
DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | 3,830,336 | 178,072 | SH | SOLE | 0 | 0 | 178,072 | |||
DISNEY WALT CO | COM | 254687106 | 245,523 | 2,826 | SH | SOLE | 0 | 0 | 2,826 | |||
EFFECTOR THERAPEUTICS INC | COM | 28202V108 | 17,342 | 40,556 | SH | SOLE | 0 | 0 | 40,556 | |||
EMPIRE ST RLTY OP L P | UNIT LTD PRT 60 | 292102209 | 108,728 | 16,474 | SH | SOLE | 0 | 0 | 16,474 | |||
EMPIRE ST RLTY OP L P | UNIT LTD PRTNSP | 292102100 | 107,144 | 16,408 | SH | SOLE | 0 | 0 | 16,408 | |||
EMPIRE ST RLTY TR INC | CL A | 292104106 | 721,200 | 107,003 | SH | SOLE | 0 | 0 | 107,003 | |||
ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 | 429,499 | 36,184 | SH | SOLE | 0 | 0 | 36,184 | |||
EXXON MOBIL CORP | COM | 30231G102 | 568,451 | 5,154 | SH | SOLE | 0 | 0 | 5,154 | |||
FS KKR CAP CORP | COM | 302635206 | 192,422 | 10,996 | SH | SOLE | 0 | 0 | 10,996 | |||
GOLDMAN SACHS GROUP INC | COM | 38141G104 | 1,126,286 | 3,280 | SH | SOLE | 0 | 0 | 3,280 | |||
HERSHEY CO | COM | 427866108 | 868,924 | 3,752 | SH | SOLE | 0 | 0 | 3,752 | |||
HUNTINGTON BANCSHARES INC | COM | 446150104 | 199,220 | 14,129 | SH | SOLE | 0 | 0 | 14,129 | |||
INVESCO EXCH TRADED FD TR II | FNDMNTL HY CRP | 46138E719 | 330,225 | 19,289 | SH | SOLE | 0 | 0 | 19,289 | |||
INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | 46137V738 | 335,028 | 7,119 | SH | SOLE | 0 | 0 | 7,119 | |||
INVESCO EXCHANGE TRADED FD T | S&P500 EQL MAT | 46137V316 | 202,235 | 1,275 | SH | SOLE | 0 | 0 | 1,275 | |||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | 34,371,813 | 129,081 | SH | SOLE | 0 | 0 | 129,081 | |||
ISHARES GOLD TR | ISHARES NEW | 464285204 | 604,668 | 17,481 | SH | SOLE | 0 | 0 | 17,481 | |||
ISHARES INC | MSCI EMERG MRKT | 464286533 | 309,172 | 5,828 | SH | SOLE | 0 | 0 | 5,828 | |||
ISHARES INC | ESG AWR MSCI EM | 46434G863 | 1,124,377 | 37,392 | SH | SOLE | 0 | 0 | 37,392 | |||
ISHARES INC | CORE MSCI EMKT | 46434G103 | 2,628,920 | 56,294 | SH | SOLE | 0 | 0 | 56,294 | |||
ISHARES INC | MSCI EMERG MKT | 46434G889 | 513,196 | 12,505 | SH | SOLE | 0 | 0 | 12,505 | |||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | 623,938 | 9,491 | SH | SOLE | 0 | 0 | 9,491 | |||
ISHARES TR | S&P 500 GRWT ETF | 464287309 | 2,332,494 | 39,872 | SH | SOLE | 0 | 0 | 39,872 | |||
ISHARES TR | SHRT NAT MUN ETF | 464288158 | 6,516,099 | 62,493 | SH | SOLE | 0 | 0 | 62,493 | |||
ISHARES TR | RUS 1000 GRW ETF | 464287614 | 3,764,634 | 17,572 | SH | SOLE | 0 | 0 | 17,572 | |||
ISHARES TR | ISHARES BIOTECH | 464287556 | 396,782 | 3,022 | SH | SOLE | 0 | 0 | 3,022 | |||
ISHARES TR | ISHS 5-10YR INVT | 464288638 | 958,120 | 19,352 | SH | SOLE | 0 | 0 | 19,352 | |||
ISHARES TR | CORE MSCI TOTAL | 46432F834 | 3,223,410 | 55,691 | SH | SOLE | 0 | 0 | 55,691 | |||
ISHARES TR | CORE 1 5 YR USD | 46432F859 | 3,502,467 | 75,419 | SH | SOLE | 0 | 0 | 75,419 | |||
ISHARES TR | CORE S&P TTL STK | 464287150 | 1,520,202 | 17,927 | SH | SOLE | 0 | 0 | 17,927 | |||
ISHARES TR | S&P 500 VAL ETF | 464287408 | 3,217,852 | 22,181 | SH | SOLE | 0 | 0 | 22,181 | |||
ISHARES TR | RUSSELL 2000 ETF | 464287655 | 327,252 | 1,877 | SH | SOLE | 0 | 0 | 1,877 | |||
ISHARES TR | INTL EQTY FACTOR | 46434V274 | 1,285,544 | 52,256 | SH | SOLE | 0 | 0 | 52,256 | |||
ISHARES TR | CORE MSCI INTL | 46435G326 | 232,412 | 4,152 | SH | SOLE | 0 | 0 | 4,152 | |||
ISHARES TR | MSCI EAFE MIN VL | 46429B689 | 542,380 | 8,530 | SH | SOLE | 0 | 0 | 8,530 | |||
ISHARES TR | USD INV GRDE ETF | 464288620 | 391,679 | 7,976 | SH | SOLE | 0 | 0 | 7,976 | |||
ISHARES TR | RUS 1000 VAL ETF | 464287598 | 497,226 | 3,279 | SH | SOLE | 0 | 0 | 3,279 | |||
ISHARES TR | CORE S&P US GWT | 464287671 | 530,203 | 6,504 | SH | SOLE | 0 | 0 | 6,504 | |||
ISHARES TR | NATIONAL MUN ETF | 464288414 | 1,577,515 | 14,950 | SH | SOLE | 0 | 0 | 14,950 | |||
ISHARES TR | MSCI USA ESG SLC | 464288802 | 829,456 | 10,076 | SH | SOLE | 0 | 0 | 10,076 | |||
ISHARES TR | MSCI USA SML CP | 46434V290 | 927,854 | 18,684 | SH | SOLE | 0 | 0 | 18,684 | |||
ISHARES TR | CORE US AGGBD ET | 464287226 | 37,517,504 | 386,818 | SH | SOLE | 0 | 0 | 386,818 | |||
ISHARES TR | U S EQUITY FACTR | 46434V282 | 4,261,522 | 109,242 | SH | SOLE | 0 | 0 | 109,242 | |||
ISHARES TR | EAFE SML CP ETF | 464288273 | 1,589,025 | 28,134 | SH | SOLE | 0 | 0 | 28,134 | |||
ISHARES TR | RUS 1000 ETF | 464287622 | 23,827,443 | 113,184 | SH | SOLE | 0 | 0 | 113,184 | |||
ISHARES TR | MSCI ACWI ETF | 464288257 | 1,275,005 | 15,021 | SH | SOLE | 0 | 0 | 15,021 | |||
ISHARES TR | CORE S&P SCP ETF | 464287804 | 4,015,994 | 42,434 | SH | SOLE | 0 | 0 | 42,434 | |||
ISHARES TR | RUS MDCP VAL ETF | 464287473 | 28,789,647 | 273,302 | SH | SOLE | 0 | 0 | 273,302 | |||
ISHARES TR | S&P MC 400VL ETF | 464287705 | 370,874 | 3,679 | SH | SOLE | 0 | 0 | 3,679 | |||
ISHARES TR | CORE MSCI EAFE | 46432F842 | 12,181,736 | 197,627 | SH | SOLE | 0 | 0 | 197,627 | |||
ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | 3,679,406 | 154,792 | SH | SOLE | 0 | 0 | 154,792 | |||
ISHARES TR | ESG AWR US AGRGT | 46435U549 | 727,742 | 15,570 | SH | SOLE | 0 | 0 | 15,570 | |||
ISHARES TR | CORE S&P500 ETF | 464287200 | 25,124,168 | 65,392 | SH | SOLE | 0 | 0 | 65,392 | |||
ISHARES TR | US TREAS BD ETF | 46429B267 | 342,153 | 15,060 | SH | SOLE | 0 | 0 | 15,060 | |||
ISHARES TR | 1 3 YR TREAS BD | 464287457 | 1,877,745 | 23,133 | SH | SOLE | 0 | 0 | 23,133 | |||
ISHARES TR | ESG AWARE MSCI | 46435U663 | 1,060,120 | 32,242 | SH | SOLE | 0 | 0 | 32,242 | |||
ISHARES TR | 0-5YR INVT GR CP | 46434V100 | 2,864,994 | 59,862 | SH | SOLE | 0 | 0 | 59,862 | |||
ISHARES TR | MSCI USA MIN VOL | 46429B697 | 2,466,358 | 34,207 | SH | SOLE | 0 | 0 | 34,207 | |||
ISHARES TR | CORE S&P MCP ETF | 464287507 | 5,722,057 | 23,656 | SH | SOLE | 0 | 0 | 23,656 | |||
ISHARES TR | ISHS 1-5YR INVS | 464288646 | 1,891,913 | 37,975 | SH | SOLE | 0 | 0 | 37,975 | |||
ISHARES U S ETF TR | BLACKROCK ST MAT | 46431W507 | 989,391 | 20,081 | SH | SOLE | 0 | 0 | 20,081 | |||
J P MORGAN EXCHANGE TRADED F | INTL BD OPP ETF | 46641Q852 | 203,166 | 4,418 | SH | SOLE | 0 | 0 | 4,418 | |||
JOHNSON & JOHNSON | COM | 478160104 | 1,826,978 | 10,342 | SH | SOLE | 0 | 0 | 10,342 | |||
JPMORGAN CHASE & CO | COM | 46625H100 | 248,096 | 1,850 | SH | SOLE | 0 | 0 | 1,850 | |||
KATAPULT HOLDINGS INC | COM | 485859102 | 21,206 | 22,166 | SH | SOLE | 0 | 0 | 22,166 | |||
LAS VEGAS SANDS CORP | COM | 517834107 | 312,936 | 6,510 | SH | SOLE | 0 | 0 | 6,510 | |||
LOCKHEED MARTIN CORP | COM | 539830109 | 1,030,872 | 2,119 | SH | SOLE | 0 | 0 | 2,119 | |||
MARRIOTT INTL INC NEW | CL A | 571903202 | 907,066 | 6,092 | SH | SOLE | 0 | 0 | 6,092 | |||
MERCK & CO INC | COM | 58933Y105 | 16,490,909 | 148,634 | SH | SOLE | 0 | 0 | 148,634 | |||
META PLATFORMS INC | CL A | 30303M102 | 423,837 | 3,522 | SH | SOLE | 0 | 0 | 3,522 | |||
MICROSOFT CORP | COM | 594918104 | 906,553 | 3,780 | SH | SOLE | 0 | 0 | 3,780 | |||
NIKE INC | CL B | 654106103 | 204,339 | 1,746 | SH | SOLE | 0 | 0 | 1,746 | |||
NORTHROP GRUMMAN CORP | COM | 666807102 | 309,361 | 567 | SH | SOLE | 0 | 0 | 567 | |||
NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | 414,658 | 16,072 | SH | SOLE | 0 | 0 | 16,072 | |||
NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | 275,769 | 8,054 | SH | SOLE | 0 | 0 | 8,054 | |||
NUSHARES ETF TR | NUVEEN ESG SMLCP | 67092P607 | 1,102,100 | 32,244 | SH | SOLE | 0 | 0 | 32,244 | |||
NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | 400,605 | 8,194 | SH | SOLE | 0 | 0 | 8,194 | |||
OLD REP INTL CORP | COM | 680223104 | 874,665 | 36,218 | SH | SOLE | 0 | 0 | 36,218 | |||
ORGANON & CO | COMMON STOCK | 68622V106 | 520,032 | 18,619 | SH | SOLE | 0 | 0 | 18,619 | |||
PAYONEER GLOBAL INC | COM | 70451X104 | 191,198 | 34,954 | SH | SOLE | 0 | 0 | 34,954 | |||
PFIZER INC | COM | 717081103 | 290,385 | 5,667 | SH | SOLE | 0 | 0 | 5,667 | |||
PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 | 323,168 | 6,582 | SH | SOLE | 0 | 0 | 6,582 | |||
PROCTER AND GAMBLE CO | COM | 742718109 | 3,549,699 | 23,421 | SH | SOLE | 0 | 0 | 23,421 | |||
RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 | 220,308 | 2,183 | SH | SOLE | 0 | 0 | 2,183 | |||
REE AUTOMOTIVE LTD | CLASS A ORD SHS | M8287R103 | 49,522 | 127,404 | SH | SOLE | 0 | 0 | 127,404 | |||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | 237,636 | 5,303 | SH | SOLE | 0 | 0 | 5,303 | |||
SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | 337,742 | 10,486 | SH | SOLE | 0 | 0 | 10,486 | |||
SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 808524771 | 778,538 | 14,568 | SH | SOLE | 0 | 0 | 14,568 | |||
SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 4,100,533 | 62,499 | SH | SOLE | 0 | 0 | 62,499 | |||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 378,956 | 6,821 | SH | SOLE | 0 | 0 | 6,821 | |||
SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 | 349,849 | 2,811 | SH | SOLE | 0 | 0 | 2,811 | |||
SPDR GOLD TR | GOLD SHS | 78463V107 | 225,427 | 1,329 | SH | SOLE | 0 | 0 | 1,329 | |||
SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 488,179 | 1,277 | SH | SOLE | 0 | 0 | 1,277 | |||
SPDR SER TR | S&P TRANSN ETF | 78464A532 | 223,945 | 3,332 | SH | SOLE | 0 | 0 | 3,332 | |||
SPDR SER TR | S&P DIVID ETF | 78464A763 | 1,280,611 | 10,236 | SH | SOLE | 0 | 0 | 10,236 | |||
SPDR SER TR | PORTFOLIO SH TSR | 78468R101 | 9,805,506 | 339,408 | SH | SOLE | 0 | 0 | 339,408 | |||
SPDR SER TR | PORTFOLIO SHORT | 78464A474 | 3,857,550 | 131,298 | SH | SOLE | 0 | 0 | 131,298 | |||
SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | 2,084,634 | 46,346 | SH | SOLE | 0 | 0 | 46,346 | |||
SPDR SER TR | SPDR S&P1500VL | 78464A128 | 212,069 | 1,517 | SH | SOLE | 0 | 0 | 1,517 | |||
SPDR SER TR | PORTFOLIO INTRMD | 78464A375 | 522,884 | 16,427 | SH | SOLE | 0 | 0 | 16,427 | |||
SYSCO CORP | COM | 871829107 | 280,342 | 3,667 | SH | SOLE | 0 | 0 | 3,667 | |||
TEMPLETON GLOBAL INCOME FD | COM | 880198106 | 72,153 | 16,664 | SH | SOLE | 0 | 0 | 16,664 | |||
TESLA INC | COM | 88160R101 | 245,621 | 1,994 | SH | SOLE | 0 | 0 | 1,994 | |||
TRANE TECHNOLOGIES PLC | SHS | G8994E103 | 382,741 | 2,277 | SH | SOLE | 0 | 0 | 2,277 | |||
UNILEVER PLC | SPON ADR NEW | 904767704 | 558,079 | 11,084 | SH | SOLE | 0 | 0 | 11,084 | |||
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 | 1,253,336 | 7,232 | SH | SOLE | 0 | 0 | 7,232 | |||
VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | 3,051,100 | 41,054 | SH | SOLE | 0 | 0 | 41,054 | |||
VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | 4,761,025 | 63,244 | SH | SOLE | 0 | 0 | 63,244 | |||
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | 255,900 | 3,562 | SH | SOLE | 0 | 0 | 3,562 | |||
VANGUARD INDEX FDS | GROWTH ETF | 922908736 | 5,433,395 | 25,496 | SH | SOLE | 0 | 0 | 25,496 | |||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | 8,073,652 | 39,614 | SH | SOLE | 0 | 0 | 39,614 | |||
VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | 20,715,502 | 58,961 | SH | SOLE | 0 | 0 | 58,961 | |||
VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | 1,157,213 | 7,287 | SH | SOLE | 0 | 0 | 7,287 | |||
VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 | 2,179,774 | 16,118 | SH | SOLE | 0 | 0 | 16,118 | |||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | 1,325,128 | 6,931 | SH | SOLE | 0 | 0 | 6,931 | |||
VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | 845,939 | 4,609 | SH | SOLE | 0 | 0 | 4,609 | |||
VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | 650,866 | 3,736 | SH | SOLE | 0 | 0 | 3,736 | |||
VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 | 231,519 | 1,288 | SH | SOLE | 0 | 0 | 1,288 | |||
VANGUARD INDEX FDS | VALUE ETF | 922908744 | 5,235,985 | 37,301 | SH | SOLE | 0 | 0 | 37,301 | |||
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | 322,786 | 8,281 | SH | SOLE | 0 | 0 | 8,281 | |||
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | 608,848 | 12,143 | SH | SOLE | 0 | 0 | 12,143 | |||
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | 338,429 | 4,366 | SH | SOLE | 0 | 0 | 4,366 | |||
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | 1,857,165 | 32,120 | SH | SOLE | 0 | 0 | 32,120 | |||
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | 18,415,967 | 244,926 | SH | SOLE | 0 | 0 | 244,926 | |||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | 5,668,348 | 109,597 | SH | SOLE | 0 | 0 | 109,597 | |||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | 2,773,866 | 66,092 | SH | SOLE | 0 | 0 | 66,092 | |||
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 | 634,284 | 5,862 | SH | SOLE | 0 | 0 | 5,862 | |||
VANGUARD WORLD FD | MEGA CAP INDEX | 921910873 | 847,328 | 6,400 | SH | SOLE | 0 | 0 | 6,400 | |||
VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | 423,577 | 2,462 | SH | SOLE | 0 | 0 | 2,462 | |||
VERIZON COMMUNICATIONS INC | COM | 92343V104 | 209,059 | 5,306 | SH | SOLE | 0 | 0 | 5,306 | |||
WEJO GROUP LIMITED | COMMON SHARES | G9525W109 | 6,083 | 12,646 | SH | SOLE | 0 | 0 | 12,646 | |||
WESBANCO INC | COM | 950810101 | 308,154 | 8,333 | SH | SOLE | 0 | 0 | 8,333 | |||
WISDOMTREE TR | INTL SMCAP DIV | 97717W760 | 1,023,948 | 17,666 | SH | SOLE | 0 | 0 | 17,666 |