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 | FIGI | (to the nearest dollar) | PRN AMT | PRN | CALL | DISCRETION | MANAGER | SOLE | SHARED | NONE |
| AIR PRODS & CHEMS INC | COM | 009158106 | 20,723 | 73,658 | SH | SOLE | 73,658 | 0 | 0 | |||
| ALPHABET INC | CAP STK CL C | 02079K107 | 697 | 337 | SH | SOLE | 337 | 0 | 0 | |||
| AMAZON COM INC | COM | 023135106 | 1,318 | 426 | SH | SOLE | 376 | 0 | 50 | |||
| APPLE INC | COM | 037833100 | 4,225 | 34,593 | SH | SOLE | 31,533 | 0 | 3,060 | |||
| AT&T INC | COM | 00206R102 | 342 | 11,309 | SH | SOLE | 11,309 | 0 | 0 | |||
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | 6,254 | 24,482 | SH | SOLE | 22,027 | 0 | 2,455 | |||
| BK OF AMERICA CORP | COM | 060505104 | 203 | 5,246 | SH | SOLE | 5,246 | 0 | 0 | |||
| CHEVRON CORP NEW | COM | 166764100 | 223 | 2,131 | SH | SOLE | 2,131 | 0 | 0 | |||
| CMC MATERIALS INC | COM | 12571T100 | 865 | 4,895 | SH | SOLE | 4,895 | 0 | 0 | |||
| DISNEY WALT CO | COM | 254687106 | 842 | 4,561 | SH | SOLE | 3,971 | 0 | 590 | |||
| EATON VANCE TAX-MANAGED GLOB | COM | 27829C105 | 743 | 72,012 | SH | SOLE | 62,812 | 0 | 9,200 | |||
| ENERGY TRANSFER LP | COM UT LTD PTN | 29273V100 | 961 | 125,081 | SH | SOLE | 113,101 | 0 | 11,980 | |||
| ESSENTIAL UTILS INC | COM | 29670G102 | 530 | 11,853 | SH | SOLE | 11,853 | 0 | 0 | |||
| EXXON MOBIL CORP | COM | 30231G102 | 324 | 5,797 | SH | SOLE | 5,797 | 0 | 0 | |||
| FACEBOOK INC | CL A | 30303M102 | 343 | 1,165 | SH | SOLE | 1,165 | 0 | 0 | |||
| GLOBAL X FDS | US PFD ETF | 37954Y657 | 15,390 | 603,306 | SH | SOLE | 568,801 | 0 | 34,505 | |||
| HOME DEPOT INC | COM | 437076102 | 223 | 729 | SH | SOLE | 729 | 0 | 0 | |||
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 | 248 | 11,490 | SH | SOLE | 11,490 | 0 | 0 | |||
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | 735 | 5,185 | SH | SOLE | 4,545 | 0 | 640 | |||
| JPMORGAN CHASE & CO | COM | 46625H100 | 542 | 3,562 | SH | SOLE | 3,560 | 0 | 2 | |||
| MCDONALDS CORP | COM | 580135101 | 288 | 1,285 | SH | SOLE | 1,285 | 0 | 0 | |||
| MICROSOFT CORP | COM | 594918104 | 435 | 1,845 | SH | SOLE | 1,845 | 0 | 0 | |||
| NETFLIX INC | COM | 64110L106 | 206 | 395 | SH | SOLE | 365 | 0 | 30 | |||
| ORASURE TECHNOLOGIES INC | COM | 68554V108 | 410 | 35,172 | SH | SOLE | 35,172 | 0 | 0 | |||
| ORION ENGINEERED CARBONS S A | COM | L72967109 | 296 | 15,000 | SH | SOLE | 15,000 | 0 | 0 | |||
| PNC FINL SVCS GROUP INC | COM | 693475105 | 207 | 1,178 | SH | SOLE | 178 | 0 | 1,000 | |||
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | 366 | 2,820 | SH | SOLE | 2,820 | 0 | 0 | |||
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 | 310 | 4,170 | SH | SOLE | 4,170 | 0 | 0 | |||
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | 11,034 | 27,840 | SH | SOLE | 26,378 | 0 | 1,462 | |||
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 78467Y107 | 9,167 | 19,256 | SH | SOLE | 18,264 | 0 | 992 | |||
| SPDR SER TR | S&P 600 SMCP GRW | 78464A201 | 465 | 5,418 | SH | SOLE | 5,418 | 0 | 0 | |||
| TESLA INC | COM | 88160R101 | 237 | 355 | SH | SOLE | 135 | 0 | 220 | |||
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | 374 | 6,429 | SH | SOLE | 6,429 | 0 | 0 | |||
| VISA INC | COM CL A | 92826C839 | 507 | 2,394 | SH | SOLE | 1,464 | 0 | 930 | |||