| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IBDS | Exit | ISHARES TRibonds 27 etf | $0 | – | -8,730 | -100.0% | -0.09% | – |
| MUB | Exit | ISHARES TRnational mun etf | $0 | – | -2,094 | -100.0% | -0.10% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -2,602 | -100.0% | -0.10% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -618 | -100.0% | -0.12% | – |
| NVR | Exit | NVR INC | $0 | – | -48 | -100.0% | -0.13% | – |
| HDV | Exit | ISHARES TRcore high dv etf | $0 | – | -3,030 | -100.0% | -0.13% | – |
| FULT | Exit | FULTON FINL CORP PA | $0 | – | -24,912 | -100.0% | -0.13% | – |
| STIP | Exit | ISHARES TR0-5 yr tips etf | $0 | – | -3,292 | -100.0% | -0.14% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -2,137 | -100.0% | -0.14% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -6,900 | -100.0% | -0.15% | – |
| IBDO | Exit | ISHARES TRibonds dec23 etf | $0 | – | -13,788 | -100.0% | -0.15% | – |
| DHR | Exit | DANAHER CORPORATION | $0 | – | -1,557 | -100.0% | -0.17% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -2,394 | -100.0% | -0.18% | – |
| IBDR | Exit | ISHARES TRibonds dec2026 | $0 | – | -19,339 | -100.0% | -0.20% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -2,700 | -100.0% | -0.20% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -2,755 | -100.0% | -0.20% | – |
| IBDP | Exit | ISHARES TRibonds dec24 etf | $0 | – | -19,114 | -100.0% | -0.21% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -892 | -100.0% | -0.21% | – |
| HSY | Exit | HERSHEY CO | $0 | – | -2,632 | -100.0% | -0.23% | – |
| IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -21,803 | -100.0% | -0.23% | – |
| IBTE | Exit | ISHARES TRibonds 24 trm ts | $0 | – | -23,888 | -100.0% | -0.25% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -5,523 | -100.0% | -0.29% | – |
| ABC | Exit | CENCORA INC | $0 | – | -3,666 | -100.0% | -0.29% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -5,580 | -100.0% | -0.31% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -2,266 | -100.0% | -0.35% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -2,010 | -100.0% | -0.35% | – |
| TIP | Exit | ISHARES TRtips bd etf | $0 | – | -9,288 | -100.0% | -0.42% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -2,347 | -100.0% | -0.44% | – |
| IBMP | Exit | ISHARES TRibonds dec 27 | $0 | – | -42,283 | -100.0% | -0.46% | – |
| DMXF | Exit | ISHARES TResg eafe etf | $0 | – | -18,765 | -100.0% | -0.47% | – |
| IBMO | Exit | ISHARES TRibonds dec 26 | $0 | – | -43,974 | -100.0% | -0.48% | – |
| USXF | Exit | ISHARES TResg msci usa etf | $0 | – | -35,006 | -100.0% | -0.53% | – |
| IBML | Exit | ISHARES TRibonds dec2023 | $0 | – | -47,527 | -100.0% | -0.53% | – |
| IBMN | Exit | ISHARES TRibonds dec 25 | $0 | – | -54,630 | -100.0% | -0.63% | – |
| IBMM | Exit | ISHARES TRibonds dec | $0 | – | -55,825 | -100.0% | -0.63% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -18,864 | -100.0% | -0.78% | – |
| DFAC | Exit | DIMENSIONAL ETF TRUSTus core equity 2 | $0 | – | -85,384 | -100.0% | -0.98% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -39,823 | -100.0% | -1.62% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -14,138 | -100.0% | -1.96% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -29,806 | -100.0% | -2.04% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -61,828 | -100.0% | -2.21% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -116,493 | -100.0% | -2.27% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -25,804 | -100.0% | -2.36% | – |
| PFE | Exit | PFIZER INC | $0 | – | -165,839 | -100.0% | -2.42% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -81,507 | -100.0% | -2.50% | – |
| DEO | Exit | DIAGEO PLCspon adr new | $0 | – | -41,289 | -100.0% | -2.71% | – |
| DGX | Exit | QUEST DIAGNOSTICS INC | $0 | – | -52,726 | -100.0% | -2.83% | – |
| AOS | Exit | SMITH A O CORP | $0 | – | -106,199 | -100.0% | -3.09% | – |
| KO | Exit | COCA COLA CO | $0 | – | -130,905 | -100.0% | -3.23% | – |
| CNI | Exit | CANADIAN NATL RY CO | $0 | – | -69,726 | -100.0% | -3.32% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -49,001 | -100.0% | -3.36% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -24,713 | -100.0% | -3.52% | – |
| CMI | Exit | CUMMINS INC | $0 | – | -35,025 | -100.0% | -3.52% | – |
| WMT | Exit | WALMART INC | $0 | – | -51,417 | -100.0% | -3.62% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -58,765 | -100.0% | -3.77% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -36,184 | -100.0% | -4.20% | – |
| WM | Exit | WASTE MGMT INC DEL | $0 | – | -65,596 | -100.0% | -4.40% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -82,435 | -100.0% | -4.75% | – |
| ACN | Exit | ACCENTURE PLC IRELAND | $0 | – | -35,471 | -100.0% | -4.80% | – |
| CAT | Exit | CATERPILLAR INC | $0 | – | -42,015 | -100.0% | -5.05% | – |
| NVO | Exit | NOVO-NORDISK A Sadr | $0 | – | -172,592 | -100.0% | -6.91% | – |
| AAPL | Exit | APPLE INC | $0 | – | -107,528 | -100.0% | -8.10% | – |
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 20 | Q3 2023 | 9.0% |
| ACCENTURE PLC IRELAND | 20 | Q3 2023 | 5.9% |
| WASTE MGMT INC DEL | 20 | Q3 2023 | 5.6% |
| MCDONALDS CORP | 20 | Q3 2023 | 5.5% |
| NOVO-NORDISK A S | 20 | Q3 2023 | 6.9% |
| PROCTER & GAMBLE CO | 20 | Q3 2023 | 5.2% |
| CATERPILLAR INC DEL | 20 | Q3 2023 | 5.0% |
| CANADIAN NATL RY CO | 20 | Q3 2023 | 4.4% |
| JOHNSON & JOHNSON | 20 | Q3 2023 | 4.4% |
| CUMMINS INC | 20 | Q3 2023 | 4.4% |
View Atwater Malick LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-16 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-07-21 |
| 13F-HR | 2022-04-08 |
| 13F-HR | 2022-01-21 |
View Atwater Malick LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.