0001214659-23-013523.txt : 20231017 0001214659-23-013523.hdr.sgml : 20231017 20231017094449 ACCESSION NUMBER: 0001214659-23-013523 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231017 DATE AS OF CHANGE: 20231017 EFFECTIVENESS DATE: 20231017 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: 231328638 BUSINESS ADDRESS: STREET 1: 201 GRANITE RUN DR STREET 2: SUITE 290 CITY: LANCASTER STATE: PA ZIP: 17601 BUSINESS PHONE: 717-400-1505 MAIL ADDRESS: STREET 1: 201 GRANITE RUN DR STREET 2: SUITE 290 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 09-30-2023 09-30-2023 false Atwater Malick LLC

201 Granite Run Dr Suite 290 LANCASTER PA 17601

13F HOLDINGS REPORT 028-19445 N Benjamin H. Atwater 717-201-9504 /s/ Benjamin H. Atwater Lancaster PA 10-12-2023 0 62 227184417 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 318541 2137 SH SOLE 0 0 2137 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 10893546 35471 SH SOLE 0 0 35471 ALPHABET INC CAP STK CL A 02079K305 10787444 82435 SH SOLE 0 0 82435 AMAZON COM INC COM 023135106 709330 5580 SH SOLE 0 0 5580 APPLE INC COM 037833100 18409896 107528 SH SOLE 0 0 107528 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 793780 2266 SH SOLE 0 0 2266 CANADIAN NATL RY CO COM 136375102 7553404 69726 SH SOLE 0 0 69726 CATERPILLAR INC COM 149123101 11470168 42015 SH SOLE 0 0 42015 CENCORA INC COM 03073E105 659770 3666 SH SOLE 0 0 3666 CHEVRON CORP NEW COM 166764100 464548 2755 SH SOLE 0 0 2755 COCA COLA CO COM 191216100 7328039 130905 SH SOLE 0 0 130905 COMCAST CORP NEW CL A 20030N101 5165283 116493 SH SOLE 0 0 116493 CUMMINS INC COM 231021106 8001761 35025 SH SOLE 0 0 35025 CVS HEALTH CORP COM 126650100 5690850 81507 SH SOLE 0 0 81507 DANAHER CORPORATION COM 235851102 386292 1557 SH SOLE 0 0 1557 DIAGEO PLC SPON ADR NEW 25243Q205 6159554 41289 SH SOLE 0 0 41289 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 2237069 85384 SH SOLE 0 0 85384 DISNEY WALT CO COM 254687106 5011159 61828 SH SOLE 0 0 61828 ELI LILLY & CO COM 532457108 479153 892 SH SOLE 0 0 892 EXXON MOBIL CORP COM 30231G102 649425 5523 SH SOLE 0 0 5523 FULTON FINL CORP PA COM 360271100 301684 24912 SH SOLE 0 0 24912 GOLDMAN SACHS GROUP INC COM 38141G104 7996323 24713 SH SOLE 0 0 24713 HERSHEY CO COM 427866108 526611 2632 SH SOLE 0 0 2632 ISHARES TR TIPS BD ETF 464287176 963351 9288 SH SOLE 0 0 9288 ISHARES TR CORE S&P500 ETF 464287200 1007954 2347 SH SOLE 0 0 2347 ISHARES TR CORE US AGGBD ET 464287226 1773971 18864 SH SOLE 0 0 18864 ISHARES TR MSCI ACWI ETF 464288257 3678483 39823 SH SOLE 0 0 39823 ISHARES TR NATIONAL MUN ETF 464288414 214719 2094 SH SOLE 0 0 2094 ISHARES TR CORE HIGH DV ETF 46429B663 299637 3030 SH SOLE 0 0 3030 ISHARES TR 0-5 YR TIPS ETF 46429B747 319061 3292 SH SOLE 0 0 3292 ISHARES TR CORE DIV GRWTH 46434V621 341757 6900 SH SOLE 0 0 6900 ISHARES TR IBONDS DEC23 ETF 46434VAX8 349664 13788 SH SOLE 0 0 13788 ISHARES TR IBONDS DEC25 ETF 46434VBD1 531339 21803 SH SOLE 0 0 21803 ISHARES TR IBONDS DEC24 ETF 46434VBG4 472689 19114 SH SOLE 0 0 19114 ISHARES TR IBONDS DEC2023 46435G318 1213127 47527 SH SOLE 0 0 47527 ISHARES TR IBONDS DEC2026 46435GAA0 451276 19339 SH SOLE 0 0 19339 ISHARES TR IBONDS DEC 26 46435U259 1090995 43974 SH SOLE 0 0 43974 ISHARES TR IBONDS DEC 27 46435U283 1035088 42283 SH SOLE 0 0 42283 ISHARES TR IBONDS DEC 25 46435U432 1424750 54630 SH SOLE 0 0 54630 ISHARES TR IBONDS DEC 46435U697 1434144 55825 SH SOLE 0 0 55825 ISHARES TR IBONDS 27 ETF 46435UAA9 202012 8730 SH SOLE 0 0 8730 ISHARES TR ESG EAFE ETF 46436E759 1071294 18765 SH SOLE 0 0 18765 ISHARES TR ESG MSCI USA ETF 46436E767 1213308 35006 SH SOLE 0 0 35006 ISHARES TR IBONDS 24 TRM TS 46436E874 569490 23888 SH SOLE 0 0 23888 JOHNSON & JOHNSON COM 478160104 7631940 49001 SH SOLE 0 0 49001 LOWES COS INC COM 548661107 5363117 25804 SH SOLE 0 0 25804 MASTERCARD INCORPORATED CL A 57636Q104 795779 2010 SH SOLE 0 0 2010 MCDONALDS CORP COM 580135101 9532193 36184 SH SOLE 0 0 36184 MICROSOFT CORP COM 594918104 4464088 14138 SH SOLE 0 0 14138 NOVO-NORDISK A S ADR 670100205 15695556 172592 SH SOLE 0 0 172592 NVIDIA CORPORATION COM 67066G104 268824 618 SH SOLE 0 0 618 NVR INC COM 62944T105 286238 48 SH SOLE 0 0 48 PEPSICO INC COM 713448108 405639 2394 SH SOLE 0 0 2394 PFIZER INC COM 717081103 5500885 165839 SH SOLE 0 0 165839 PROCTER AND GAMBLE CO COM 742718109 8571459 58765 SH SOLE 0 0 58765 QUEST DIAGNOSTICS INC COM 74834L100 6425198 52726 SH SOLE 0 0 52726 SMITH A O CORP COM 831865209 7022916 106199 SH SOLE 0 0 106199 SPDR GOLD TR GOLD SHS 78463V107 462915 2700 SH SOLE 0 0 2700 STARBUCKS CORP COM 855244109 237485 2602 SH SOLE 0 0 2602 UNITED PARCEL SERVICE INC CL B 911312106 4645803 29806 SH SOLE 0 0 29806 WALMART INC COM 931142103 8223185 51417 SH SOLE 0 0 51417 WASTE MGMT INC DEL COM 94106L109 9999458 65596 SH SOLE 0 0 65596