0001214659-23-005629.txt : 20230419 0001214659-23-005629.hdr.sgml : 20230419 20230419121732 ACCESSION NUMBER: 0001214659-23-005629 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230419 DATE AS OF CHANGE: 20230419 EFFECTIVENESS DATE: 20230419 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Atwater Malick LLC CENTRAL INDEX KEY: 0001769288 IRS NUMBER: 263193438 STATE OF INCORPORATION: PA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19445 FILM NUMBER: 23829375 BUSINESS ADDRESS: STREET 1: 3004 HEMPLAND ROAD STREET 2: SUITE 1 CITY: LANCASTER STATE: PA ZIP: 17601 BUSINESS PHONE: 717-400-1505 MAIL ADDRESS: STREET 1: 3004 HEMPLAND ROAD STREET 2: SUITE 1 CITY: LANCASTER STATE: PA ZIP: 17601 FORMER COMPANY: FORMER CONFORMED NAME: Awater Malick LLC DATE OF NAME CHANGE: 20190227 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001769288 XXXXXXXX 03-31-2023 03-31-2023 false Atwater Malick LLC

3004 HEMPLAND ROAD SUITE 1 LANCASTER PA 17601

13F HOLDINGS REPORT 028-19445 N Benjamin H. Atwater 717-201-9504 /s/ Benjamin H. Atwater Lancaster PA 04-18-2023 0 58 213248026 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 259295 1627 SH SOLE 0 0 1627 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 9862585 34507 SH SOLE 0 0 34507 ALPHABET INC CAP STK CL A 02079K305 8351302 80510 SH SOLE 0 0 80510 AMAZON COM INC COM 023135106 576358 5580 SH SOLE 0 0 5580 AMERISOURCEBERGEN CORP COM 03073E105 586963 3666 SH SOLE 0 0 3666 APPLE INC COM 037833100 17112756 103777 SH SOLE 0 0 103777 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 699673 2266 SH SOLE 0 0 2266 BOXLIGHT CORP COM CL A 103197109 9563 25000 SH SOLE 0 0 25000 CANADIAN NATL RY CO COM 136375102 7876411 66766 SH SOLE 0 0 66766 CATERPILLAR INC COM 149123101 9349938 40858 SH SOLE 0 0 40858 CHEVRON CORP NEW COM 166764100 449506 2755 SH SOLE 0 0 2755 COCA COLA CO COM 191216100 7835099 126311 SH SOLE 0 0 126311 COMCAST CORP NEW CL A 20030N101 4233134 111663 SH SOLE 0 0 111663 CUMMINS INC COM 231021106 8090297 33868 SH SOLE 0 0 33868 CVS HEALTH CORP COM 126650100 5648973 76019 SH SOLE 0 0 76019 DANAHER CORPORATION COM 235851102 426452 1692 SH SOLE 0 0 1692 DIAGEO PLC SPON ADR NEW 25243Q205 7219424 39847 SH SOLE 0 0 39847 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2160420 84789 SH SOLE 0 0 84789 DISNEY WALT CO COM 254687106 5818876 58113 SH SOLE 0 0 58113 EXXON MOBIL CORP COM 30231G102 605666 5523 SH SOLE 0 0 5523 FULTON FINL CORP PA COM 360271100 206084 14912 SH SOLE 0 0 14912 GOLDMAN SACHS GROUP INC COM 38141G104 7883978 24102 SH SOLE 0 0 24102 HERSHEY CO COM 427866108 669607 2632 SH SOLE 0 0 2632 ISHARES TR TIPS BD ETF 464287176 1024002 9288 SH SOLE 0 0 9288 ISHARES TR CORE S&P500 ETF 464287200 1068348 2599 SH SOLE 0 0 2599 ISHARES TR CORE US AGGBD ET 464287226 2010133 20174 SH SOLE 0 0 20174 ISHARES TR MSCI ACWI ETF 464288257 3627963 39798 SH SOLE 0 0 39798 ISHARES TR NATIONAL MUN ETF 464288414 225608 2094 SH SOLE 0 0 2094 ISHARES TR CORE HIGH DV ETF 46429B663 308030 3030 SH SOLE 0 0 3030 ISHARES TR 0-5 YR TIPS ETF 46429B747 326665 3292 SH SOLE 0 0 3292 ISHARES TR CORE DIV GRWTH 46434V621 331934 6640 SH SOLE 0 0 6640 ISHARES TR IBONDS DEC23 ETF 46434VAX8 317092 12588 SH SOLE 0 0 12588 ISHARES TR IBONDS DEC25 ETF 46434VBD1 504656 20573 SH SOLE 0 0 20573 ISHARES TR IBONDS DEC24 ETF 46434VBG4 439768 17884 SH SOLE 0 0 17884 ISHARES TR IBONDS DEC2023 46435G318 333718 13123 SH SOLE 0 0 13123 ISHARES TR IBONDS DEC2026 46435GAA0 337773 14234 SH SOLE 0 0 14234 ISHARES TR IBONDS DEC 26 46435U259 309577 12126 SH SOLE 0 0 12126 ISHARES TR IBONDS DEC 27 46435U283 312267 12265 SH SOLE 0 0 12265 ISHARES TR IBONDS DEC 25 46435U432 458677 17237 SH SOLE 0 0 17237 ISHARES TR IBONDS DEC 46435U697 452259 17482 SH SOLE 0 0 17482 JOHNSON & JOHNSON COM 478160104 7124395 45964 SH SOLE 0 0 45964 LOWES COS INC COM 548661107 4809400 24051 SH SOLE 0 0 24051 MASTERCARD INCORPORATED CL A 57636Q104 675943 1860 SH SOLE 0 0 1860 MCDONALDS CORP COM 580135101 10000637 35766 SH SOLE 0 0 35766 MICROSOFT CORP COM 594918104 267542 928 SH SOLE 0 0 928 NOVO-NORDISK A S ADR 670100205 13947155 87641 SH SOLE 0 0 87641 NVR INC COM 62944T105 345476 62 SH SOLE 0 0 62 PEPSICO INC COM 713448108 462131 2535 SH SOLE 0 0 2535 PFIZER INC COM 717081103 6372624 156192 SH SOLE 0 0 156192 PROCTER AND GAMBLE CO COM 742718109 8458179 56885 SH SOLE 0 0 56885 QUEST DIAGNOSTICS INC COM 74834L100 7127383 50377 SH SOLE 0 0 50377 SMITH A O CORP COM 831865209 7057159 102056 SH SOLE 0 0 102056 SPDR GOLD TR GOLD SHS 78463V107 494694 2700 SH SOLE 0 0 2700 STARBUCKS CORP COM 855244109 270946 2602 SH SOLE 0 0 2602 UNITED PARCEL SERVICE INC CL B 911312106 5324894 27449 SH SOLE 0 0 27449 VERIZON COMMUNICATIONS INC COM 92343V104 4309610 110815 SH SOLE 0 0 110815 WALMART INC COM 931142103 7470548 50665 SH SOLE 0 0 50665 WASTE MGMT INC DEL COM 94106L109 10408480 63789 SH SOLE 0 0 63789