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 | (x$1000) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
AMAZON COM INC COM | Stock | 023135106 | 21,941 | 194,165 | SH | SOLE | 0 | 194,164 | 0 | 0 | |
JOHNSON & JOHNSON COM | Stock | 478160104 | 38,199 | 233,834 | SH | SOLE | 0 | 233,834 | 0 | 0 | |
VANGUARD TOTAL STOCK MARKET ETF | ETF | 922908769 | 1,218 | 6,787 | SH | SOLE | 0 | 6,786 | 0 | 0 | |
MEDTRONIC PLC SHS | Stock | G5960L103 | 22,419 | 277,629 | SH | SOLE | 0 | 277,628 | 0 | 0 | |
MERCK & CO INC COM | Stock | 58933Y105 | 20,200 | 234,559 | SH | SOLE | 0 | 234,559 | 0 | 0 | |
SPDR S&P 500 ETF TRUST | ETF | 78462F103 | 1,504 | 4,210 | SH | SOLE | 0 | 4,210 | 0 | 0 | |
NORDSON CORP COM | Stock | 655663102 | 31,757 | 149,606 | SH | SOLE | 0 | 149,605 | 0 | 0 | |
DIAGEO PLC SPON ADR NEW | ADR | 25243Q205 | 21,482 | 126,507 | SH | SOLE | 0 | 126,506 | 0 | 0 | |
VERIZON COMMUNICATIONS INC COM | Stock | 92343V104 | 11,046 | 290,909 | SH | SOLE | 0 | 290,909 | 0 | 0 | |
CHUBB LIMITED COM | Stock | H1467J104 | 20,485 | 112,630 | SH | SOLE | 0 | 112,630 | 0 | 0 | |
FEDEX CORP COM | Stock | 31428X106 | 15,820 | 106,556 | SH | SOLE | 0 | 106,555 | 0 | 0 | |
PEPSICO INC COM | Stock | 713448108 | 37,446 | 229,364 | SH | SOLE | 0 | 229,363 | 0 | 0 | |
KIMBERLY-CLARK CORP COM | Stock | 494368103 | 3,177 | 28,231 | SH | SOLE | 0 | 28,231 | 0 | 0 | |
HONEYWELL INTL INC COM | Stock | 438516106 | 28,663 | 171,665 | SH | SOLE | 0 | 171,665 | 0 | 0 | |
HOME DEPOT INC COM | Stock | 437076102 | 39,686 | 143,822 | SH | SOLE | 0 | 143,821 | 0 | 0 | |
AUTOMATIC DATA PROCESSING INC | Stock | 053015103 | 42,631 | 188,475 | SH | SOLE | 0 | 188,475 | 0 | 0 | |
UGI CORP NEW COM | Stock | 902681105 | 3,544 | 109,615 | SH | SOLE | 0 | 109,614 | 0 | 0 | |
SCHWAB U.S. LARGE-CAP GROWTH ETF | ETF | 808524300 | 334 | 5,978 | SH | SOLE | 0 | 5,978 | 0 | 0 | |
ADOBE SYSTEMS INCORPORATED COM | Stock | 00724F101 | 7,375 | 26,797 | SH | SOLE | 0 | 26,797 | 0 | 0 | |
ALPHABET INC CAP STK CL A | Stock | 02079K305 | 39,162 | 409,432 | SH | SOLE | 0 | 409,431 | 0 | 0 | |
CONSTELLATION BRANDS INC CL A | Stock | 21036P108 | 7,856 | 34,204 | SH | SOLE | 0 | 34,204 | 0 | 0 | |
MICROSOFT CORP COM | Stock | 594918104 | 61,745 | 265,115 | SH | SOLE | 0 | 265,115 | 0 | 0 | |
RPM INTL INC COM | Stock | 749685103 | 34,312 | 411,859 | SH | SOLE | 0 | 411,859 | 0 | 0 | |
V F CORP COM | Stock | 918204108 | 7,365 | 246,228 | SH | SOLE | 0 | 246,227 | 0 | 0 | |
EXPONENT INC COM | Stock | 30214U102 | 28,085 | 320,348 | SH | SOLE | 0 | 320,348 | 0 | 0 | |
BOEING CO COM | Stock | 097023105 | 9,916 | 81,900 | SH | SOLE | 0 | 81,899 | 0 | 0 | |
NEXTERA ENERGY INC COM | Stock | 65339F101 | 1,729 | 22,046 | SH | SOLE | 0 | 22,046 | 0 | 0 | |
AMPHENOL CORP NEW CL A | Stock | 032095101 | 12,172 | 181,782 | SH | SOLE | 0 | 181,781 | 0 | 0 | |
ALCON AG ORD SHS | Stock | H01301128 | 4,938 | 84,867 | SH | SOLE | 0 | 84,867 | 0 | 0 | |
SOUTH JERSEY INDS INC COM | Stock | 838518108 | 2,270 | 67,915 | SH | SOLE | 0 | 67,915 | 0 | 0 | |
AIR PRODS & CHEMS INC COM | Stock | 009158106 | 12,492 | 53,677 | SH | SOLE | 0 | 53,677 | 0 | 0 | |
VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 92206C680 | 2,131 | 39,309 | SH | SOLE | 0 | 39,309 | 0 | 0 | |
VANGUARD RUSSELL 1000 VALUE ETF | ETF | 92206C714 | 919 | 15,400 | SH | SOLE | 0 | 15,400 | 0 | 0 | |
VANGUARD RUSSELL 2000 GROWTH ETF | ETF | 92206C623 | 351 | 2,336 | SH | SOLE | 0 | 2,336 | 0 | 0 | |
PPL CORP COM | Stock | 69351T106 | 5,271 | 207,911 | SH | SOLE | 0 | 207,910 | 0 | 0 | |
ISHARES RUSSELL 2000 ETF | ETF | 464287655 | 296 | 1,795 | SH | SOLE | 0 | 1,795 | 0 | 0 | |
AFLAC INC COM | Stock | 001055102 | 22,494 | 400,250 | SH | SOLE | 0 | 400,249 | 0 | 0 | |
VANGUARD SMALL CAP VALUE ETF | ETF | 922908611 | 398 | 2,774 | SH | SOLE | 0 | 2,773 | 0 | 0 | |
VISA INC COM CL A | Stock | 92826C839 | 19,648 | 110,602 | SH | SOLE | 0 | 110,602 | 0 | 0 | |
ISHARES MSCI EAFE MIN VOL FACTOR ETF | ETF | 46429B689 | 256 | 4,498 | SH | SOLE | 0 | 4,498 | 0 | 0 | |
VANGUARD VALUE ETF | ETF | 922908744 | 849 | 6,876 | SH | SOLE | 0 | 6,876 | 0 | 0 | |
META PLATFORMS INC CL A | Stock | 30303M102 | 5,188 | 38,234 | SH | SOLE | 0 | 38,234 | 0 | 0 | |
JOHNSON CTLS INTL PLC SHS | Stock | G51502105 | 17,909 | 363,862 | SH | SOLE | 0 | 363,862 | 0 | 0 | |
ACCENTURE PLC IRELAND SHS CLASS A | Stock | G1151C101 | 14,956 | 58,127 | SH | SOLE | 0 | 58,126 | 0 | 0 | |
ARTESIAN RES CORP CL A | Stock | 043113208 | 5,131 | 106,632 | SH | SOLE | 0 | 106,632 | 0 | 0 | |
VANGUARD TOTAL BOND MARKET ETF | ETF | 921937835 | 411 | 5,767 | SH | SOLE | 0 | 5,766 | 0 | 0 | |
ISHARES RUSSELL 2000 GROWTH ETF | ETF | 464287648 | 381 | 1,846 | SH | SOLE | 0 | 1,846 | 0 | 0 | |
CHURCH & DWIGHT CO INC COM | Stock | 171340102 | 20,549 | 287,639 | SH | SOLE | 0 | 287,639 | 0 | 0 | |
STRYKER CORPORATION COM | Stock | 863667101 | 27,723 | 136,876 | SH | SOLE | 0 | 136,876 | 0 | 0 | |
SPDR SSGA US SMALL CAP LOW VOLATILITY INDEX ETF | ETF | 78468R887 | 730 | 7,391 | SH | SOLE | 0 | 7,391 | 0 | 0 | |
DISCOVER FINL SVCS COM | Stock | 254709108 | 666 | 7,328 | SH | SOLE | 0 | 7,328 | 0 | 0 | |
MCDONALDS CORP COM | Stock | 580135101 | 36,169 | 156,754 | SH | SOLE | 0 | 156,754 | 0 | 0 | |
AMETEK INC COM | Stock | 031100100 | 10,616 | 93,606 | SH | SOLE | 0 | 93,605 | 0 | 0 | |
SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | ETF | 78468R804 | 2,049 | 16,608 | SH | SOLE | 0 | 16,607 | 0 | 0 | |
AT&T INC COM | Stock | 00206R102 | 4,901 | 319,488 | SH | SOLE | 0 | 319,487 | 0 | 0 | |
VANGUARD INTERMEDIATE-TERM BOND ETF | ETF | 921937819 | 308 | 4,188 | SH | SOLE | 0 | 4,187 | 0 | 0 | |
SALESFORCE INC COM | Stock | 79466L302 | 9,821 | 68,278 | SH | SOLE | 0 | 68,278 | 0 | 0 | |
MCCORMICK & CO INC COM NON VTG | Stock | 579780206 | 25,579 | 358,902 | SH | SOLE | 0 | 358,902 | 0 | 0 | |
THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 | 15,697 | 30,950 | SH | SOLE | 0 | 30,949 | 0 | 0 | |
JPMORGAN CHASE & CO COM | Stock | 46625H100 | 30,797 | 294,710 | SH | SOLE | 0 | 294,710 | 0 | 0 | |
ISHARES NATIONAL MUNI BOND ETF | ETF | 464288414 | 983 | 9,586 | SH | SOLE | 0 | 9,585 | 0 | 0 | |
VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | 662 | 18,202 | SH | SOLE | 0 | 18,201 | 0 | 0 | |
DANAHER CORPORATION COM | Stock | 235851102 | 11,372 | 44,027 | SH | SOLE | 0 | 44,026 | 0 | 0 | |
TJX COS INC NEW COM | Stock | 872540109 | 7,914 | 127,405 | SH | SOLE | 0 | 127,405 | 0 | 0 | |
BK OF AMERICA CORP COM | Stock | 060505104 | 18,917 | 626,380 | SH | SOLE | 0 | 626,379 | 0 | 0 | |
INTERNATIONAL BUSINESS MACHS COM | Stock | 459200101 | 711 | 5,983 | SH | SOLE | 0 | 5,982 | 0 | 0 | |
TEXAS INSTRS INC COM | Stock | 882508104 | 39,522 | 255,341 | SH | SOLE | 0 | 255,341 | 0 | 0 | |
PFIZER INC COM | Stock | 717081103 | 1,153 | 26,351 | SH | SOLE | 0 | 26,350 | 0 | 0 | |
3M CO COM | Stock | 88579Y101 | 13,546 | 122,586 | SH | SOLE | 0 | 122,586 | 0 | 0 | |
ALPHABET INC CAP STK CL C | Stock | 02079K107 | 1,802 | 18,746 | SH | SOLE | 0 | 18,746 | 0 | 0 | |
AMERICAN EXPRESS CO COM | Stock | 025816109 | 25,805 | 191,275 | SH | SOLE | 0 | 191,275 | 0 | 0 | |
EXXON MOBIL CORP COM | Stock | 30231G102 | 2,579 | 29,536 | SH | SOLE | 0 | 29,535 | 0 | 0 | |
COLGATE PALMOLIVE CO COM | Stock | 194162103 | 3,219 | 45,818 | SH | SOLE | 0 | 45,818 | 0 | 0 | |
APPLE INC COM | Stock | 037833100 | 72,310 | 523,227 | SH | SOLE | 0 | 523,227 | 0 | 0 | |
DISNEY WALT CO COM | Stock | 254687106 | 22,265 | 236,031 | SH | SOLE | 0 | 236,030 | 0 | 0 |