{"url":"https://nivawealth.com/firms/lifeguide-financial-advisors-284842","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/284842","regulatoryAum":562932363,"crd":"284842","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7408767","suffix":null,"lastName":"Althoff","firstName":"Ryan","middleName":"Benjamin"},{"crd":"7959913","suffix":null,"lastName":"Bruce","firstName":"Stephen","middleName":null},{"crd":"7922459","suffix":null,"lastName":"Colyer","firstName":"Ezekiel","middleName":"S"},{"crd":"4698387","suffix":null,"lastName":"DENLINGER","firstName":"DOUGLAS","middleName":"KIRT"},{"crd":"8304070","suffix":null,"lastName":"Gawne","firstName":"Hannah","middleName":"Rose"},{"crd":"7787122","suffix":null,"lastName":"Ginder","firstName":"Michael","middleName":"Tobias Emmanuel"},{"crd":"7904480","suffix":null,"lastName":"GRAY","firstName":"DELAINEY","middleName":null},{"crd":"7218560","suffix":null,"lastName":"Greenly","firstName":"Levi","middleName":"Mitchell"},{"crd":"4492498","suffix":null,"lastName":"LASSE","firstName":"BRIEN","middleName":"JON"},{"crd":"5355724","suffix":null,"lastName":"LUTZ","firstName":"DAVID","middleName":"ISAAC"},{"crd":"6020464","suffix":null,"lastName":"MOSLEY","firstName":"DEREK","middleName":"GLEN"},{"crd":"8034431","suffix":null,"lastName":"Ortale","firstName":"James","middleName":"Patrick"},{"crd":"7959895","suffix":null,"lastName":"Sekera","firstName":"Kristopher","middleName":null},{"crd":"7292570","suffix":null,"lastName":"Springer","firstName":"Noah","middleName":"Adam"},{"crd":"7451274","suffix":null,"lastName":"Wayne","firstName":"Brian","middleName":"John"},{"crd":"4919583","suffix":null,"lastName":"WHITMIRE","firstName":"HOLLY","middleName":"ANN"}],"total":16,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-28","regulatoryAum":267550006,"clients":703,"employees":17,"offices":2},{"filedOn":"2022-03-15","regulatoryAum":342045041,"clients":796,"employees":17,"offices":2},{"filedOn":"2023-08-01","regulatoryAum":315348297,"clients":854,"employees":21,"offices":2},{"filedOn":"2024-07-19","regulatoryAum":372527977,"clients":672,"employees":17,"offices":2},{"filedOn":"2025-06-10","regulatoryAum":455567293,"clients":736,"employees":25,"offices":3},{"filedOn":"2026-09-28","regulatoryAum":562932363,"clients":778,"employees":25,"offices":3}],"secFileNumber":"801-108442","legalName":"Lifeguide Financial Advisors, LLC","displayName":"LifeGuide Financial Advisors","slug":"lifeguide-financial-advisors-284842","website":"https://lifeguidefa.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/284842/4ca0dd60f5dd8dc0-r1.webp","tone":"light","width":808,"height":200,"sourceUrl":"https://lifeguidefa.com/","sourceLabel":"Lifeguide Financial Advisors, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/lifeguidefa","founded":"2013","organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"400 W Main St.","city":"Mechanicsburg","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"17055"},"tradeNames":[],"registration":{"secApproved":"28 September 2016","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":718157.0535248042,"staff":{"employees":25,"advisory":16,"brokerDealerReps":0,"insuranceAgents":0,"promoters":4},"aum":{"regulatory":562932363,"discretionary":560764491,"discretionaryAccounts":2684,"nonDiscretionary":2167872,"nonDiscretionaryAccounts":31,"wrapProgram":470401115,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":616,"regulatoryAum":208072913},{"label":"High-net-worth individuals","clients":150,"regulatoryAum":342035390},{"label":"Charitable organizations","clients":12,"regulatoryAum":8829830},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":3994230}],"feePrograms":[{"role":"main","program":"Fee on assets under direct management","feeBasis":"marginal","fee_tiers":[{"to":100000,"pct":1.6,"from":0},{"to":500000,"pct":1.3,"from":100000},{"to":1000000,"pct":0.93,"from":500000},{"to":5000000,"pct":0.6,"from":1000000},{"to":null,"pct":0.37,"from":5000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","versionId":1057834,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-14","documentName":"LIFEGUIDE DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS","fee_rate_low":0.37,"fee_rate_high":1.6,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":1800},{"role":"other","program":"Essentials initial plan fee","summary":"Essentials and Essentials+ programs carry a one-time fixed initial fee of up to $10,000 for the financial plan, which may be negotiable or waived.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","versionId":1057834,"submittedOn":"2026-09-14","documentName":"LIFEGUIDE DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Hourly financial advice","summary":"Advice beyond the annual review is charged hourly in addition to the asset fee, at a rate of up to $800 per hour, agreed before the work is performed.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","versionId":1057834,"submittedOn":"2026-09-14","documentName":"LIFEGUIDE DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"LifeGuide Hourly program","summary":"The LifeGuide Hourly program has a one-time initial project fee of up to $50,000 for the Financial LifePlan, then hourly services at up to $800 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","versionId":1057834,"submittedOn":"2026-09-14","documentName":"LIFEGUIDE DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS"},{"role":"other","program":"Project financial plan","summary":"A project-based financial plan beyond the annual review is quoted before the work and charged at a project fee of up to $20,000.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","versionId":1057834,"submittedOn":"2026-09-14","documentName":"LIFEGUIDE DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T07:19:25.029491+00:00","documents":[{"name":"LIFEGUIDE DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","versionId":1057834,"submittedOn":"2026-09-14"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"New York, NY","smaAssets":540967071}],"custodyNote":"LifeGuide Financial Advisors has custody of $248M in client assets for 476 clients.","leadership":[{"name":"David Lutz","title":"Managing Member and Chief Compliance Officer","crd":"5355724"},{"name":"Douglas Denlinger","title":"Managing Member","crd":"4698387"},{"name":"Brien Lasse","title":"Managing Member","crd":"4492498"},{"name":"Derek Mosley","title":"Managing Member","crd":"6020464"}],"ownership":[{"label":"David Lutz","detail":"Managing member and chief compliance officer in the 25% to 50% ownership band and a control person, since January 2014."},{"label":"Douglas Denlinger","detail":"Managing member in the 50% to 75% ownership band and a control person, since January 2014."},{"label":"Derek Mosley","detail":"Managing member in the 5% to 10% ownership band and a control person, since January 2022."},{"label":"Brien Lasse","detail":"Managing member in the 5% to 10% ownership band and a control person, since January 2024."}],"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Pennsylvania","offices":3,"addresses":[{"street":"400 W Main St.","city":"Mechanicsburg","headquarters":true},{"street":"1013 West Main Street","city":"Mount Joy"},{"street":"2011 W. Trindle Road","city":"Carlisle"}]}],"brochureServices":["education planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"717-796-1700","stateRegisteredReps":16,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"794","assetMix":[{"label":"Exchange-traded equity securities","percent":54},{"label":"Securities issued by registered investment companies or business development companies","percent":41},{"label":"Cash and cash equivalents","percent":4},{"label":"Other","percent":1,"detail":"Variable Annuities"}],"privateFunds":0},"sources":{"adv1FilingDate":"28 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/284842/PDF/284842.pdf","brochureDate":"14 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057834","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-26","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does LifeGuide Financial Advisors have?","answer":"LifeGuide Financial Advisors has 778 clients and manages $563 million for them, as of September 2026. They include 616 individual clients, 150 high-net-worth individuals and 12 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does LifeGuide Financial Advisors offer?","answer":"LifeGuide Financial Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does LifeGuide Financial Advisors charge?","answer":"LifeGuide Financial Advisors charges 0.37%–1.60% a year for its Fee on assets under direct management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $1,800 annual minimum.","source":"LIFEGUIDE DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS, filed 14 September 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does LifeGuide Financial Advisors use?","answer":"LifeGuide Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (New York, NY), with $541M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does LifeGuide Financial Advisors have?","answer":"LifeGuide Financial Advisors has 16 investment adviser representatives registered with state securities authorities, out of 25 employees, and 16 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does LifeGuide Financial Advisors invest in?","answer":"At the end of its last fiscal year, LifeGuide Financial Advisors’ separately managed accounts held 54% exchange-traded equities, 41% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 1% other. The 1% other category is described as: Variable Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns LifeGuide Financial Advisors?","answer":"LifeGuide Financial Advisors’ direct owners are David Lutz (25% to 50%), Douglas Denlinger (50% to 75%), Derek Mosley (5% to 10%) and Brien Lasse (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does LifeGuide Financial Advisors get paid?","answer":"LifeGuide Financial Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is LifeGuide Financial Advisors registered with the SEC?","answer":"Yes, LifeGuide Financial Advisors has been registered with the SEC as an investment adviser since 28 September 2016. Its CRD number is 284842 and its SEC file number is 801-108442.","source":"Form ADV Part 1A, Item 1, filed 28 September 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact LifeGuide Financial Advisors?","answer":"LifeGuide Financial Advisors’ main office is at 400 W Main St., Mechanicsburg, PA 17055. Its phone number is 717-796-1700. Its website is lifeguidefa.com.","source":"Form ADV Part 1A, Item 1.F, filed 28 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/lifeguide-financial-advisors-284842/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-09","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1908585/000195175726000965/0001951757-26-000965-index.html","totalValue":351160521,"positionCount":47,"top10Share":0.8634132878507718,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":75144369,"shares":2593868,"shareType":"SH","priorValue":66705702,"priorShares":2509620},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US TIPS ETF","cusip":"808524870","value":54921397,"shares":2072506,"shareType":"SH","priorValue":51664331,"priorShares":1941538},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":47875044,"shares":506239,"shareType":"SH","priorValue":44669632,"priorShares":468039},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":34510694,"shares":777969,"shareType":"SH","priorValue":29387908,"priorShares":756251},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":21378364,"shares":161663,"shareType":"SH","priorValue":17475067,"priorShares":155652},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":19140060,"shares":51724,"shareType":"SH","priorValue":16178153,"priorShares":50429},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":18536319,"shares":497486,"shareType":"SH","priorValue":16944415,"priorShares":476904},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":16528119,"shares":200730,"shareType":"SH","priorValue":14041724,"priorShares":195758},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":8437605,"shares":118423,"shareType":"SH","priorValue":7306268,"priorShares":114018},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":6724689,"shares":165470,"shareType":"SH","priorValue":5788481,"priorShares":167539}],"positionsListed":47,"positions":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"GLOBAL REAL EST","cusip":"25434V658","value":75144369,"shares":2593868,"shareType":"SH","priorValue":66705702,"priorShares":2509620},{"issuer":"SCHWAB STRATEGIC TR","titleOfClass":"US TIPS ETF","cusip":"808524870","value":54921397,"shares":2072506,"shareType":"SH","priorValue":51664331,"priorShares":1941538},{"issuer":"ISHARES TR","titleOfClass":"7-10 YR TRSY BD","cusip":"464287440","value":47875044,"shares":506239,"shareType":"SH","priorValue":44669632,"priorShares":468039},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":34510694,"shares":777969,"shareType":"SH","priorValue":29387908,"priorShares":756251},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG US STK ETF","cusip":"921910733","value":21378364,"shares":161663,"shareType":"SH","priorValue":17475067,"priorShares":155652},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"TOTAL STK MKT","cusip":"922908769","value":19140060,"shares":51724,"shareType":"SH","priorValue":16178153,"priorShares":50429},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":18536319,"shares":497486,"shareType":"SH","priorValue":16944415,"priorShares":476904},{"issuer":"VANGUARD WORLD FD","titleOfClass":"ESG INTL STK ETF","cusip":"921910725","value":16528119,"shares":200730,"shareType":"SH","priorValue":14041724,"priorShares":195758},{"issuer":"VANGUARD TAX-MANAGED FDS","titleOfClass":"VAN FTSE DEV MKT","cusip":"921943858","value":8437605,"shares":118423,"shareType":"SH","priorValue":7306268,"priorShares":114018},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"EMERGING MKTS CO","cusip":"25434V732","value":6724689,"shares":165470,"shareType":"SH","priorValue":5788481,"priorShares":167539},{"issuer":"PRAXIS FDS","titleOfClass":"IMPA LA VALU ETF","cusip":"74006E744","value":6003497,"shares":172356,"shareType":"SH","priorValue":5267763,"priorShares":169436},{"issuer":"PRAXIS FDS","titleOfClass":"IMPA LA GROW ETF","cusip":"74006E736","value":5781351,"shares":148164,"shareType":"SH","priorValue":4771864,"priorShares":145219},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"REAL ESTATE ETF","cusip":"922908553","value":4506452,"shares":46733,"shareType":"SH","priorValue":4206149,"priorShares":47420},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":3455657,"shares":5031,"shareType":"SH","priorValue":2607623,"priorShares":4364},{"issuer":"NORTHERN LTS FD TR IV","titleOfClass":"INSPIRE 500 ETF","cusip":"66537J796","value":3013219,"shares":10532,"shareType":"SH","priorValue":2642538,"priorShares":10547},{"issuer":"ISHARES TR","titleOfClass":"0-5 YR TIPS ETF","cusip":"46429B747","value":2604105,"shares":25490,"shareType":"SH","priorValue":2384802,"priorShares":23057},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"SHORT TERM TREAS","cusip":"92206C102","value":2579928,"shares":44329,"shareType":"SH","priorValue":2358448,"priorShares":40288},{"issuer":"APPLE INC","titleOfClass":"COM","cusip":"037833100","value":2493397,"shares":8617,"shareType":"SH","priorValue":2182543,"priorShares":8600},{"issuer":"VANGUARD INTL EQUITY INDEX F","titleOfClass":"FTSE EMR MKT ETF","cusip":"922042858","value":2291363,"shares":38388,"shareType":"SH","priorValue":1973796,"priorShares":36518},{"issuer":"NORTHERN LTS FD TR IV","titleOfClass":"INSPIRE INTL ETF","cusip":"66538H419","value":1986184,"shares":52090,"shareType":"SH","priorValue":1958127,"priorShares":52370},{"issuer":"INTERNATIONAL BUSINESS MACHS","titleOfClass":"COM","cusip":"459200101","value":1393735,"shares":4956,"shareType":"SH","priorValue":1201335,"priorShares":4956},{"issuer":"STATE STR SPDR S&P 500 ETF T","titleOfClass":"TR UNIT","cusip":"78462F103","value":1151229,"shares":1542,"shareType":"SH","priorValue":884860,"priorShares":1361},{"issuer":"EXXON MOBIL CORP","titleOfClass":"COM","cusip":"30231G102","value":872949,"shares":6385,"shareType":"SH","priorValue":1076307,"priorShares":6344},{"issuer":"MCCORMICK & CO INC","titleOfClass":"COM NON VTG","cusip":"579780206","value":853032,"shares":16919,"shareType":"SH","priorValue":845477,"priorShares":16762},{"issuer":"NORTHERN LTS FD TR IV","titleOfClass":"INSPIRE CORP BD","cusip":"66538H633","value":702292,"shares":29545,"shareType":"SH","priorValue":636779,"priorShares":26691},{"issuer":"WALMART INC","titleOfClass":"COM","cusip":"931142103","value":698927,"shares":6171,"shareType":"SH","priorValue":773146,"priorShares":6221},{"issuer":"SPDR GOLD TR","titleOfClass":"GOLD SHS","cusip":"78463V107","value":665294,"shares":1806,"shareType":"SH","priorValue":777104,"priorShares":1806},{"issuer":"VANGUARD SCOTTSDALE FDS","titleOfClass":"VNG RUS1000VAL","cusip":"92206C714","value":600801,"shares":5651,"shareType":"SH","priorValue":529752,"priorShares":5651},{"issuer":"BURKE HERBERT FINL SVCS CORP","titleOfClass":"COM","cusip":"12135Y108","value":541824,"shares":7540,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SMALL CP ETF","cusip":"922908751","value":498936,"shares":1646,"shareType":"SH","priorValue":431120,"priorShares":1646},{"issuer":"HERSHEY CO","titleOfClass":"COM","cusip":"427866108","value":473280,"shares":2698,"shareType":"SH","priorValue":556766,"priorShares":2678},{"issuer":"UNITED PARCEL SVCS INC","titleOfClass":"CL B","cusip":"911312106","value":448598,"shares":4173,"shareType":"SH","priorValue":434938,"priorShares":4421},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"MID CAP ETF","cusip":"922908629","value":439590,"shares":5456,"shareType":"SH","priorValue":391714,"priorShares":1364},{"issuer":"CATERPILLAR INC","titleOfClass":"COM","cusip":"149123101","value":406417,"shares":382,"shareType":"SH"},{"issuer":"AMAZON COM INC","titleOfClass":"COM","cusip":"023135106","value":391354,"shares":1642,"shareType":"SH","priorValue":322402,"priorShares":1548},{"issuer":"PNC FINL SVCS GROUP INC","titleOfClass":"COM","cusip":"693475105","value":375239,"shares":1524,"shareType":"SH","priorValue":315673,"priorShares":1517},{"issuer":"PPL CORP","titleOfClass":"COM","cusip":"69351T106","value":328006,"shares":9024,"shareType":"SH","priorValue":348940,"priorShares":9135},{"issuer":"MCDONALDS CORP","titleOfClass":"COM","cusip":"580135101","value":324372,"shares":1200,"shareType":"SH","priorValue":372948,"priorShares":1200},{"issuer":"MICROSOFT CORP","titleOfClass":"COM","cusip":"594918104","value":310353,"shares":832,"shareType":"SH","priorValue":299097,"priorShares":808},{"issuer":"META PLATFORMS INC","titleOfClass":"CL A","cusip":"30303M102","value":277139,"shares":492,"shareType":"SH","priorValue":270617,"priorShares":473},{"issuer":"ASTRAZENECA PLC","titleOfClass":"ORD","cusip":"G0593M107","value":251815,"shares":1328,"shareType":"SH"},{"issuer":"JOHNSON & JOHNSON","titleOfClass":"COM","cusip":"478160104","value":231077,"shares":910,"shareType":"SH","priorValue":222194,"priorShares":909},{"issuer":"BERKSHIRE HATHAWAY INC DEL","titleOfClass":"CL B NEW","cusip":"084670702","value":225176,"shares":450,"shareType":"SH","priorValue":215640,"priorShares":450},{"issuer":"CUMMINS INC","titleOfClass":"COM","cusip":"231021106","value":218242,"shares":306,"shareType":"SH"},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"SM CP VAL ETF","cusip":"922908611","value":205115,"shares":844,"shareType":"SH"},{"issuer":"HOME DEPOT INC","titleOfClass":"COM","cusip":"437076102","value":202005,"shares":573,"shareType":"SH","priorValue":204072,"priorShares":620},{"issuer":"DIREXION SHARES ETF TRUST","titleOfClass":"DAI REA BUL ETF","cusip":"25459W755","value":161911,"shares":15362,"shareType":"SH","priorValue":232412,"priorShares":27056}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}