The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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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
AIR PRODS & CHEMS INC COM 009158106 20,316 66,771 SH   SOLE   66,771 0 0
ALPHABET INC CAP STK CL A 02079K305 473 163 SH   SOLE   163 0 0
ALPHABET INC CAP STK CL C 02079K107 539 186 SH   SOLE   186 0 0
AMAZON COM INC COM 023135106 1,787 536 SH   SOLE   466 0 70
APPLE INC COM 037833100 6,660 37,505 SH   SOLE   34,245 0 3,260
AT&T INC COM 00206R102 314 12,773 SH   SOLE   12,773 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 5,546 18,547 SH   SOLE   16,917 0 1,630
BK OF AMERICA CORP COM 060505104 227 5,098 SH   SOLE   5,098 0 0
C3 AI INC CL A 12468P104 3,160 101,127 SH   SOLE   0 0 101,127
CMC MATERIALS INC COM 12571T100 858 4,475 SH   SOLE   4,475 0 0
COMCAST CORP NEW CL A 20030N101 217 4,306 SH   SOLE   4,306 0 0
DISNEY WALT CO COM 254687106 874 5,642 SH   SOLE   5,052 0 590
EATON VANCE TAX-MANAGED GLOB COM 27829C105 957 85,485 SH   SOLE   76,285 0 9,200
ENBRIDGE INC COM 29250N105 202 5,160 SH   SOLE   5,160 0 0
ENERGY TRANSFER L P COM UT LTD PTN 29273V100 1,002 121,702 SH   SOLE   109,722 0 11,980
ESSENTIAL UTILS INC COM 29670G102 636 11,853 SH   SOLE   11,853 0 0
EXXON MOBIL CORP COM 30231G102 273 4,465 SH   SOLE   4,465 0 0
FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 377 18,545 SH   SOLE   10,045 0 8,500
GLOBAL X FDS US PFD ETF 37954Y657 17,857 693,200 SH   SOLE   650,915 0 42,285
HOME DEPOT INC COM 437076102 299 720 SH   SOLE   720 0 0
HP INC COM 40434L105 207 5,496 SH   SOLE   5,496 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 TEC 46137V282 258 795 SH   SOLE   795 0 0
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 932 5,726 SH   SOLE   5,086 0 640
ISHARES TR CORE MSCI TOTAL 46432F834 15,903 224,172 SH   SOLE   209,723 0 14,449
ISHARES TR CORE S&P500 ETF 464287200 415 870 SH   SOLE   710 0 160
ISHARES TR RUS 1000 GRW ETF 464287614 246 806 SH   SOLE   806 0 0
JOHNSON & JOHNSON COM 478160104 256 1,498 SH   SOLE   1,498 0 0
JPMORGAN CHASE & CO COM 46625H100 568 3,586 SH   SOLE   3,584 0 2
MCDONALDS CORP COM 580135101 317 1,181 SH   SOLE   1,181 0 0
META PLATFORMS INC CL A 30303M102 431 1,281 SH   SOLE   1,281 0 0
MICROSOFT CORP COM 594918104 712 2,118 SH   SOLE   2,118 0 0
NETFLIX INC COM 64110L106 238 395 SH   SOLE   365 0 30
NVIDIA CORPORATION COM 67066G104 248 844 SH   SOLE   844 0 0
ORASURE TECHNOLOGIES INC COM 68554V108 306 35,172 SH   SOLE   35,172 0 0
ORION ENGINEERED CARBONS S A COM L72967109 275 15,000 SH   SOLE   15,000 0 0
PFIZER INC COM 717081103 689 11,668 SH   SOLE   11,668 0 0
PNC FINL SVCS GROUP INC COM 693475105 354 1,764 SH   SOLE   764 0 1,000
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 246 8,309 SH   SOLE   6,309 0 2,000
SCHWAB STRATEGIC TR US AGGREGATE B 808524839 217 4,025 SH   SOLE   4,025 0 0
SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 462 2,820 SH   SOLE   2,820 0 0
SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 6,900 85,791 SH   SOLE   79,862 0 5,929
SCHWAB STRATEGIC TR US SML CAP ETF 808524607 7,438 72,633 SH   SOLE   67,536 0 5,097
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 224 2,910 SH   SOLE   2,910 0 0
SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 5,616 32,302 SH   SOLE   29,472 0 2,830
SPDR S&P 500 ETF TR TR UNIT 78462F103 17,577 37,007 SH   SOLE   34,597 0 2,410
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 12,518 24,181 SH   SOLE   22,744 0 1,437
SPDR SER TR PRTFLO S&P500 HI 78468R788 5,309 126,260 SH   SOLE   116,878 0 9,382
SPDR SER TR S&P 600 SMCP GRW 78464A201 438 4,718 SH   SOLE   4,718 0 0
TESLA INC COM 88160R101 658 622 SH   SOLE   402 0 220
VANGUARD INDEX FDS VALUE ETF 922908744 6,640 45,134 SH   SOLE   40,480 0 4,654
VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 7,959 116,633 SH   SOLE   108,060 0 8,573
VANGUARD STAR FDS VG TL INTL STK F 921909768 211 3,315 SH   SOLE   1,015 0 2,300
VERIZON COMMUNICATIONS INC COM 92343V104 414 7,975 SH   SOLE   7,975 0 0
VISA INC COM CL A 92826C839 503 2,321 SH   SOLE   1,391 0 930