Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

JPMORGAN CHASE & CO

Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000019617-23-000198

Total Value
$758.6M
Positions
26,794
Other Managers
16
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRUSTSPY38,782,974$14.8M2.82%
2MICROSOFT CORPMSFT57,892,405$13.9M2.64%
3APPLE INCAAPL88,963,737$11.6M2.20%
4VANGUARD TOTAL INTL BOND ETF92203J407155,384,911$7.4M1.40%
5UNITEDHEALTH GROUP INCUNH13,382,446$7.1M1.35%
6ABBVIE INCABBV41,554,227$6.7M1.28%
7SPDR S&P 500 ETF TRSPY14,942,400$5.7M1.09%
8AMAZON COM INCAMZN67,683,590$5.7M1.08%
9INVESCO QQQ TRIVZ20,389,600$5.4M1.03%
10VANGUARD TOTAL BOND MARKET92193783573,488,198$5.3M1.00%
11CONOCOPHILLIPSCOP43,193,560$5.1M0.97%
12BRISTOL-MYERS SQUIBB COCELG-RI62,805,695$4.5M0.86%
13DEERE & CODE9,975,062$4.3M0.81%
14SPDR S&P 500 ETF TRSPY10,928,200$4.2M0.79%
15COCA COLA COKO64,001,592$4.1M0.77%
16EXXON MOBIL CORPXOM36,693,618$4.0M0.77%
17ALPHABET INCGOOG43,575,776$3.9M0.74%
18NEXTERA ENERGY INCNEE-PW46,244,727$3.9M0.74%
19JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF46641Q13476,693,270$3.8M0.73%
20MASTERCARD INCORPORATEDMA10,522,581$3.7M0.70%
21REGENERON PHARMACEUTICALSREGN4,723,599$3.4M0.65%
22LILLY ELI & COLLY9,247,034$3.4M0.64%
23ALPHABET INCGOOG34,729,686$3.1M0.58%
24MORGAN STANLEYMS-PQ35,571,577$3.0M0.58%
25JPMORGAN BETABUILDERS JAPAN ETF46641Q21766,458,350$3.0M0.57%
26BANK AMERICA CORP06050510487,360,357$2.9M0.55%
27PROLOGIS INC.PLDGP25,664,983$2.9M0.55%
28LOWES COS INC54866110714,440,880$2.9M0.55%
29NXP SEMICONDUCTORS N VNXPI18,160,290$2.9M0.55%
30SPDR S&P 500 ETF TRUSTSPY7,473,106$2.9M0.54%
31MICROSOFT CORPMSFT11,571,251$2.8M0.53%
32UNITED PARCEL SERVICE INCUPS15,685,146$2.7M0.52%
33JOHNSON & JOHNSONJNJ15,334,189$2.7M0.52%
34AUTOZONE INCAZO1,085,747$2.7M0.51%
35RAYTHEON TECHNOLOGIES CORPRTX26,024,413$2.6M0.50%
36ISHARES S&P 500 VALUE ETF46428740818,043,650$2.6M0.50%
37ISHARES S&P 500 GROWTH ETF46428730944,702,444$2.6M0.50%
38JPMORGAN BETABUILDERS CANADA46641Q22544,540,782$2.6M0.49%
39PROGRESSIVE CORP74331510319,599,684$2.5M0.48%
40EATON CORP PLCETN16,177,974$2.5M0.48%
41TRANE TECHNOLOGIES PLCTT14,753,906$2.5M0.47%
42MCDONALDS CORPMCD9,298,916$2.5M0.47%
43PROCTER AND GAMBLE CO74271810915,931,457$2.4M0.46%
44SCHWAB CHARLES CORPSCHW-PJ28,128,365$2.3M0.45%
45JPM BETABUILDERS INTL EQTY46641Q37347,087,111$2.3M0.44%
46TESLA INCTSLA18,869,023$2.3M0.44%
47SPDR GOLD TRGLD13,637,300$2.3M0.44%
48WELLS FARGO CO NEW94974610155,839,139$2.3M0.44%
49SPDR GOLD TRGLD13,569,200$2.3M0.44%
50ANALOG DEVICES INCADI13,833,962$2.3M0.43%
51TEXAS INSTRS INC88250810413,641,430$2.3M0.43%
52ISHARES CORE S&P 500 ETF4642872005,822,162$2.2M0.43%
53ISHARES 7-10 YEAR TREASURY B46428744023,256,606$2.2M0.42%
54INVESCO QQQ TRIVZ8,331,100$2.2M0.42%
55EOG RES INCEOG17,061,506$2.2M0.42%
56CHEVRON CORP NEWCVX12,126,081$2.2M0.41%
57VANGUARD TAX-EXEMPT BOND ETF92290774643,593,131$2.2M0.41%
58NORFOLK SOUTHN CORP6558441088,612,944$2.1M0.40%
59VANGUARD S&P 500 ETF9229083636,002,423$2.1M0.40%
60NVIDIA CORPORATIONNVDA14,326,768$2.1M0.40%
61JPMORGAN BETABUILDERS DEVELO46641Q23342,280,436$2.1M0.39%
62US BANCORP DELUSB-PS45,849,899$2.0M0.38%
63COMCAST CORP NEWCCZ56,845,889$2.0M0.38%
64BERKSHIRE HATHAWAY INC DELBRK-A6,417,122$2.0M0.38%
65JPMORGAN BETABUILDERS JAPAN ETF46641Q21742,976,352$1.9M0.37%
66TRUIST FINL CORP89832Q10944,636,719$1.9M0.37%
67APPLE INCAAPL14,607,593$1.9M0.36%
68ISHARES MBS ETF46428858820,442,191$1.9M0.36%
69XCEL ENERGY INCXELLL26,914,335$1.9M0.36%
70CVS HEALTH CORPCVS20,200,304$1.9M0.36%
71ISHARES RUSSELL 1000 VALUE E46428759812,357,487$1.9M0.36%
72AIR PRODS & CHEMS INCAIIR6,067,004$1.9M0.36%
73ADVANCED MICRO DEVICES INCAMD28,086,485$1.8M0.35%
74VANGUARD TOTAL INTL BOND ETF92203J40738,155,161$1.8M0.34%
75TJX COS INC NEW87254010922,727,415$1.8M0.34%
76INTUITINTU4,638,025$1.8M0.34%
77ORACLE CORPORCL-PD22,024,223$1.8M0.34%
78PHILIP MORRIS INTL INC71817210917,470,804$1.8M0.34%
79S&P GLOBAL INCSPGI5,278,769$1.8M0.34%
80AMERICAN EXPRESS COAXP11,950,411$1.8M0.34%
81PPG INDS INC69350610713,709,116$1.7M0.33%
82MCKESSON CORPMCK4,532,327$1.7M0.32%
83HEALTH CARE SELECT SECTOR81369Y20912,334,832$1.7M0.32%
84JPMORGAN BETABUILDERS EUROPE ETF46641Q19134,257,098$1.7M0.32%
85GENERAL DYNAMICS CORPGD6,445,456$1.6M0.30%
86MICROSOFT CORPMSFT6,647,846$1.6M0.30%
87THERMO FISHER SCIENTIFIC INCTMO2,870,910$1.6M0.30%
88MICROSOFT CORPMSFT6,557,416$1.6M0.30%
89JPMORGAN BETABUILDERS CANADA46641Q22526,791,008$1.5M0.29%
90CME GROUP INCCME9,092,269$1.5M0.29%
91INTUITIVE SURGICAL INCISRG5,760,853$1.5M0.29%
92ISHARES US TREASURY BOND ETF46429B26767,119,642$1.5M0.29%
93HOME DEPOT INCHD4,826,161$1.5M0.29%
94BOSTON SCIENTIFIC CORPBSX32,521,108$1.5M0.29%
95META PLATFORMS INCMETA12,349,222$1.5M0.28%
96AMGEN INCAMGN5,626,841$1.5M0.28%
97INTERNATIONAL BUSINESS MACHSINTR10,448,977$1.5M0.28%
98ISHARES 7-10 YEAR TREASURY B46428744015,345,965$1.5M0.28%
99JPMORGAN ALERIAN MLP INDEXVYLD67,135,935$1.5M0.28%
100ISHARES TR4642879558,328,400$1.5M0.28%
101PEPSICO INCPEP7,988,417$1.4M0.27%
102MICROSOFT CORPMSFT5,962,910$1.4M0.27%
103DOVER CORPDOV10,467,489$1.4M0.27%
104UNITEDHEALTH GROUP INCUNH2,670,955$1.4M0.27%
105BLACKROCK INCBLK1,997,942$1.4M0.27%
106VANGUARD TOTAL BOND MARKET92193783518,994,736$1.4M0.26%
107MONDELEZ INTL INC60920710519,956,336$1.3M0.25%
108MERCK & CO INCMRK11,877,137$1.3M0.25%
109JPM BETABUILDERS US MID CAP46641Q34018,041,147$1.3M0.25%
110VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND92206C70622,337,286$1.3M0.25%
111SPDR S&P 500 ETF TRUSTSPY3,346,399$1.3M0.24%
112HONEYWELL INTL INC4385161065,867,757$1.3M0.24%
113SYNOPSYS INCSNPS3,851,369$1.2M0.23%
114NIKE INCNKE10,448,293$1.2M0.23%
115JPMORGAN BETABUILDERS DEVELO46641Q23324,859,502$1.2M0.23%
116TAIWAN SEMICONDUCTOR MFG LTD87403910016,289,902$1.2M0.23%
117TESLA INCTSLA9,841,600$1.2M0.23%
118VERIZON COMMUNICATIONS INCVZ30,746,233$1.2M0.23%
119FREEPORT-MCMORAN INCFCX31,828,894$1.2M0.23%
120VERTEX PHARMACEUTICALS INCVRTX4,177,705$1.2M0.23%
121NORTHROP GRUMMAN CORPNOC2,190,060$1.2M0.23%
122ISHARES 3-7 YEAR TREASURY BO46428866110,227,078$1.2M0.22%
123AMAZON COM INCAMZN13,968,677$1.2M0.22%
124ISHARES MSCI EAFE ETF46428746517,872,643$1.2M0.22%
125WALMART INCWMT8,180,336$1.2M0.22%
126APPLE INCAAPL8,900,928$1.2M0.22%
127BAKER HUGHES COMPANYBKR39,028,605$1.2M0.22%
128ISHARES RUSSELL 1000 GROWTH4642876145,310,286$1.1M0.22%
129MEDTRONIC PLCMDT14,509,753$1.1M0.21%
130LINDE PLCLIN3,451,844$1.1M0.21%
131MARRIOTT INTL INC NEW5719032027,431,816$1.1M0.21%
132ISHARES MSCI JAPAN ETF46434G82220,178,002$1.1M0.21%
133UNITEDHEALTH GROUP INCUNH2,059,520$1.1M0.21%
134CHUBB LIMITEDCB4,863,872$1.1M0.20%
135VANGUARD INFO TECH ETF92204A7023,329,295$1.1M0.20%
136VISA INCV5,117,962$1.1M0.20%
137CIGNA CORP NEW1255231003,202,213$1.1M0.20%
138HDFC BANK LTDHDB15,278,706$1.0M0.20%
139BOOKING HOLDINGS INCBKNG513,711$1.0M0.20%
140UNITEDHEALTH GROUP INCUNH1,947,226$1.0M0.20%
141ACCENTURE PLC IRELANDACN3,858,036$1.0M0.20%
142PUBLIC SVC ENTERPRISE GRP IN74457310616,716,398$1.0M0.19%
143ISHARES SILVER TRSLV46,006,600$1.0M0.19%
144UNION PAC CORPUNP4,885,397$1.0M0.19%
145PFIZER INCPFE19,563,529$1.0M0.19%
146CMS ENERGY CORPCMS-PC15,646,749$990,9090.19%
147PNC FINL SVCS GROUP INC6934751056,252,562$987,5300.19%
148HARTFORD FINL SVCS GROUP INCHIG-PG13,016,385$987,0320.19%
149LAM RESEARCH CORPLRCX2,299,626$966,5330.18%
150VANGUARD INT-TERM CORPORATE92206C87012,395,082$960,7430.18%
151ABBVIE INCABBV5,935,665$959,2630.18%
152CAPITAL ONE FINL CORP14040H10510,308,312$958,2610.18%
153VENTAS INCVTR21,250,573$957,3380.18%
154PARKER-HANNIFIN CORPPH3,277,861$953,8580.18%
155AUTOMATIC DATA PROCESSING INADP3,975,036$949,4770.18%
156HCA HEALTHCARE INCHCA3,953,160$948,6000.18%
157AMERISOURCEBERGEN CORPCOR5,655,231$937,1280.18%
158ISHARES TR4642879055,221,700$910,4560.17%
159CHIPOTLE MEXICAN GRILL INCCMG656,008$910,2050.17%
160ABBVIE INCABBV5,628,670$909,6490.17%
161AMERIPRISE FINL INC03076C1062,913,329$907,1230.17%
162SYSCO CORPSYY11,728,417$896,6380.17%
163BRISTOL-MYERS SQUIBB COCELG-RI12,357,170$889,0980.17%
164AMPHENOL CORP NEW03209510111,517,787$876,9640.17%
165DEXCOM INCDXCM7,666,343$868,1370.17%
166MERCADOLIBRE INCMELI1,013,245$857,4490.16%
167ABBOTT LABSABLZF7,794,453$855,7530.16%
168INVESCO QQQ TRUST SERIES 1IVZ3,201,349$852,4550.16%
169APPLE INCAAPL6,559,700$852,3020.16%
170MONSTER BEVERAGE CORP NEWMNST8,388,828$851,7180.16%
171UNITEDHEALTH GROUP INCUNH1,587,606$841,7170.16%
172MASTERCARD INCORPORATEDMA2,418,469$840,9740.16%
173ISHARES TR46428895311,376,500$837,6520.16%
174CHARTER COMMUNICATIONS INC N16119P1082,451,236$831,2140.16%
175ISHARES CORE S&P MIDCAP ETF4642875073,360,368$812,8390.15%
176VANGUARD SHORT-TERM TREASURY INDEX FUND92206C10214,031,821$811,3200.15%
177TRAVELERS COMPANIES INCTRV4,311,935$808,4450.15%
178T-MOBILE US INCTMUSZ5,708,286$799,2740.15%
179ASML HOLDING N VASMLF1,458,415$796,8780.15%
180AMAZON COM INCAMZN9,349,926$785,3940.15%
181DOLLAR GEN CORP NEW2566771053,119,441$768,1620.15%
182VANGUARD INFO TECH ETF92204A7022,390,141$763,4350.15%
183NEXTERA ENERGY INCNEE-PW9,126,542$762,9790.15%
184CENTENE CORP DELCNC9,276,266$760,7470.14%
185BEST BUY INCBBY9,459,510$758,7470.14%
186CONSTELLATION BRANDS INCSTZ3,246,292$752,3280.14%
187AMAZON COM INCAMZN8,906,389$748,1370.14%
188TESLA INCTSLA6,063,100$746,8530.14%
189ALPHABET INCGOOG8,418,776$742,7890.14%
190LOEWS CORPL12,705,588$741,1170.14%
191SPDR S&P 500 ETF TRUSTSPY1,931,341$738,6030.14%
192CITIGROUP INCC-PR16,297,292$737,1270.14%
193ALIBABA GROUP HLDG LTDBBAAY8,366,369$736,9930.14%
194QUANTA SVCS INC74762E1025,156,592$734,8140.14%
195CONOCOPHILLIPSCOP6,189,561$730,3680.14%
196UBER TECHNOLOGIES INCUBER29,481,106$729,0680.14%
197OREILLY AUTOMOTIVE INC67103H107849,466$716,9750.14%
198VANGUARD MID-CAP ETF9229086293,515,707$716,5360.14%
199ISHARES CORE MSCI EMERGING46434G10315,304,707$714,7300.14%
200CHENIERE ENERGY INCLNG4,763,158$714,2830.14%
201METLIFE INCMET-PF9,798,594$709,1240.13%
202M & T BK CORP55261F1044,882,997$708,3280.13%
203ISHARES NATIONAL MUNI BOND ETF4642884146,711,912$708,2410.13%
204GALLAGHER ARTHUR J & CO3635761093,734,937$704,1850.13%
205APPLE INCAAPL5,417,528$703,8990.13%
206UNITED PARCEL SERVICE INCUPS4,029,885$700,5550.13%
207ALPHABET INCGOOG7,894,756$700,5020.13%
208PRICE T ROWE GROUP INCTROW6,398,567$697,8280.13%
209LILLY ELI & COLLY1,902,079$695,8570.13%
210ABBVIE INCABBV4,286,842$692,7970.13%
211JOHNSON & JOHNSONJNJ3,902,080$689,3020.13%
212BRISTOL-MYERS SQUIBB COCELG-RI9,491,595$682,9200.13%
213VANGUARD FTSE EUROPE ETF92204287412,199,056$676,3160.13%
214TERADYNE INCTER7,678,135$670,6850.13%
215ALPHABET INCGOOG7,537,975$665,0760.13%
216ADOBE SYSTEMS INCORPORATEDADBE1,964,835$661,2260.13%
217JPMORGAN ACTIVEBUILDERS EMER46641Q26619,392,012$659,5220.13%
218MCDONALDS CORPMCD2,484,456$654,7290.12%
219BECTON DICKINSON & COBDX2,563,071$651,7890.12%
220FINANCIAL SELECT SECTOR SPDR81369Y60519,029,441$650,8070.12%
221INDUSTRIAL SELECT SECT SPDR81369Y7046,567,077$644,9530.12%
222NETFLIX INCNFLX2,166,082$638,7340.12%
223ELEVANCE HEALTH INCELV1,236,651$634,3650.12%
224VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND92206C70610,832,743$633,4990.12%
225BURLINGTON STORES INCBURL3,102,437$629,0500.12%
226EASTMAN CHEM COEMN7,693,159$626,5310.12%
227ISHARES US TREASURY BOND ETF46429B26727,544,848$625,8190.12%
228JOHNSON & JOHNSONJNJ3,517,150$621,3050.12%
229VANGUARD FTSE EUROPE ETF92204287411,142,741$617,7540.12%
230MASTERCARD INCORPORATEDMA1,773,046$616,5410.12%
231COSTCO WHSL CORP NEW22160K1051,339,920$611,6730.12%
232JP MORGAN INFLATION MGD BOND46654Q10413,230,712$606,6280.12%
233TORONTO DOMINION BK ONTTORO9,335,774$604,5850.12%
234TAIWAN SEMICONDUCTOR MFG LTD8740391008,112,296$604,2850.11%
235AMETEK INCAME4,321,272$603,7680.11%
236ALPHABET INCGOOG6,765,202$600,2760.11%
237COLGATE PALMOLIVE COCL7,606,347$599,3040.11%
238VANGUARD S&P 500 GROWTH ETF9219325052,833,441$597,6860.11%
239SEAGATE TECHNOLOGY HLDNGS PLSE11,311,900$595,1190.11%
240JPMORGAN REALTY INCOME ETF46641Q12614,382,494$590,8330.11%
241APPLE INCAAPL4,536,530$589,4310.11%
242PEPSICO INCPEP3,255,110$588,0680.11%
243JOHNSON & JOHNSONJNJ3,316,172$585,8020.11%
244SUN CMNTYS INC8666741044,093,131$585,3180.11%
245MARTIN MARIETTA MATLS INC5732841061,731,023$585,0340.11%
246HILTON WORLDWIDE HLDGS INCHLT4,618,420$583,5840.11%
247STARBUCKS CORPSBUX5,868,125$582,1180.11%
248HORIZON THERAPEUTICS PUB LG461881015,105,481$581,0040.11%
249ISHARES 1-3 YEAR TREASURY BO4642874577,152,329$580,5550.11%
250PG&E CORPPCG-PX35,476,794$576,8530.11%
251S&P GLOBAL INCSPGI1,717,452$575,2430.11%
252DIAMONDBACK ENERGY INCFANG4,190,487$573,1750.11%
253KEYSIGHT TECHNOLOGIES INCKEYS3,346,999$572,5710.11%
254ALNYLAM PHARMACEUTICALS INCALNY2,388,739$567,6840.11%
255HEALTH CARE SELECT SECTOR81369Y2094,160,805$565,2450.11%
256JPMORGAN MKT EXP ENH EQTY46641Q11812,212,145$562,3080.11%
257FIFTH THIRD BANCORPFITBM16,998,381$557,7170.11%
258YUM BRANDS INCYUM4,326,677$554,1610.11%
259TARGET CORPTGT3,708,594$552,7290.11%
260VULCAN MATLS CO9291601093,117,376$545,8840.10%
261DOMINION ENERGY INCD8,882,209$544,6570.10%
262EXXON MOBIL CORPXOM4,929,326$543,7050.10%
263INGERSOLL RAND INCIR10,378,042$542,2530.10%
264HUBBELL INCHUBB2,309,443$541,9800.10%
265COMCAST CORP NEWCCZ15,498,000$541,9650.10%
266TEXAS INSTRS INC8825081043,276,003$541,2610.10%
267FLEETCOR TECHNOLOGIES INC3390411052,930,798$538,3290.10%
268ISHARES CORE MSCI EUROPE ETF46434V73811,293,442$536,4380.10%
269LAUDER ESTEE COS INC5184391042,161,905$536,3900.10%
270JPMORGAN U.S. AGGREGATE BOND ETF46641Q24111,692,908$535,4180.10%
271ALPHABET INCGOOG6,026,270$534,7110.10%
272LEIDOS HOLDINGS INCLDOS5,069,027$533,2110.10%
273HORIZON THERAPEUTICS PUB LG461881014,611,459$524,7840.10%
274TAPESTRY INCTPR13,779,635$524,7290.10%
275JPMORGAN EQUITY PREMIUM INCO46641Q3329,606,375$523,4510.10%
276WEC ENERGY GROUP INCWEC5,522,860$517,8230.10%
277PIONEER NAT RES CO7237871072,241,063$511,8360.10%
278AMAZON COM INCAMZN6,089,898$511,5510.10%
279RAYMOND JAMES FINL INC7547301094,777,314$510,4560.10%
280VANGUARD TAX-EXEMPT BOND ETF92290774610,299,854$509,7400.10%
281HDFC BANK LTDHDB7,437,406$508,7930.10%
282SVB FINANCIAL GROUP78486Q1012,171,478$499,7440.10%
283REALTY INCOME CORPO7,810,883$495,4440.09%
284DEERE & CODE1,150,841$493,4350.09%
285HOME DEPOT INCHD1,551,924$490,1910.09%
286INFOSYS LTDINFY27,188,625$489,6670.09%
287ZIMMER BIOMET HOLDINGS INCZBH3,837,763$489,3150.09%
288ROYAL BK CDA SUSTAINABL7800871025,192,523$488,2010.09%
289KIMCO RLTY CORP49446R10923,047,788$488,1520.09%
290WEYERHAEUSER CO MTN BEWY15,702,568$486,7800.09%
291THERMO FISHER SCIENTIFIC INCTMO880,380$484,8160.09%
292AUTOMATIC DATA PROCESSING INADP2,018,103$482,0440.09%
293NIKE INCNKE4,103,778$480,1830.09%
294JPMORGAN BETABUILDERS EUROPE ETF46641Q1919,899,433$480,1230.09%
295SPDR S&P 500 ETF TRUSTSPY1,252,282$478,9100.09%
296BANK AMERICA CORP06050510414,452,462$478,6660.09%
297SALESFORCE INCCRM3,580,202$474,6990.09%
298EXXON MOBIL CORPXOM4,302,012$474,5120.09%
299ISHARES TR4642889036,421,600$472,8220.09%
300SCHWAB U.S. TIPS ETF8085248709,102,683$471,4280.09%
301SEMPRASREA3,030,254$468,2960.09%
302ITT INCITT5,762,351$467,3270.09%
303NXP SEMICONDUCTORS N VNXPI2,944,938$465,3890.09%
304SELECT SECTOR SPDR TR81369Y9065,300,900$463,6700.09%
305CHEVRON CORP NEWCVX2,574,589$462,1130.09%
306SBA COMMUNICATIONS CORP NEWSBAC1,647,853$461,9100.09%
307ISHARES MSCI CANADA ETF46428650914,104,838$461,6510.09%
308PALO ALTO NETWORKS INCPANW3,298,211$460,2320.09%
309PUBLIC STORAGEPSA-PS1,637,724$458,8740.09%
310COPART INCCPRT7,516,683$457,6910.09%
311ISHARES CORE S&P 500 ETF4642872001,190,597$457,4390.09%
312JPMORGAN BETABUILDERS US SC46641Q2908,776,741$457,1390.09%
313EPAM SYS INCEPAM1,394,275$456,9600.09%
314ISHARES CORE MSCI EAFE ETF46432F8427,395,316$455,8470.09%
315VERISK ANALYTICS INCVRSK2,583,078$455,7070.09%
316LABORATORY CORP AMER HLDGS50540R4091,933,672$455,3410.09%
317COMCAST CORP NEWCCZ13,018,800$455,2670.09%
318BRISTOL-MYERS SQUIBB COCELG-RI6,313,022$454,2220.09%
319INTUITINTU1,159,666$451,3650.09%
320QUALCOMM INCQCOM4,103,460$451,1340.09%
321INTERCONTINENTAL EXCHANGE IN45866F1044,389,461$450,3150.09%
322MICROSOFT CORPMSFT1,873,700$449,3510.09%
323EQUINIX INCEQIX679,106$444,8350.08%
324VANGUARD S&P 500 ETF9229083631,263,658$443,9740.08%
325BANK AMERICA CORP06050510413,381,801$443,2050.08%
326THE TRADE DESK INC88339J1059,858,056$441,9370.08%
327HERSHEY COHSY1,906,271$441,4350.08%
328CITIZENS FINL GROUP INCCIA11,193,368$440,6830.08%
329KIMBERLY-CLARK CORPKMB3,245,136$440,5270.08%
330NVIDIA CORPORATIONNVDA2,992,819$437,3710.08%
331BOSTON PROPERTIES INCBXP6,471,884$437,3700.08%
332MASTERCARD INCORPORATEDMA1,256,225$436,8270.08%
333LILLY ELI & COLLY1,193,474$436,6210.08%
334NEXTERA ENERGY INCNEE-PW5,213,526$435,8510.08%
335GLOBANT S AGLOB2,580,917$434,0070.08%
336NORTHERN TR CORPNTRSO4,891,334$432,8340.08%
337OLD DOMINION FREIGHT LINE INODFL1,523,772$432,4160.08%
338PROLOGIS INC.PLDGP3,826,325$431,3420.08%
339PEPSICO INCPEP2,382,995$430,5120.08%
340REPUBLIC SVCS INC7607591003,327,104$429,1630.08%
341ADVANCE AUTO PARTS INCAAP2,908,595$427,6510.08%
342META PLATFORMS INCMETA3,545,938$426,7180.08%
343VANGUARD S/T CORP BOND ETF92206C4095,657,596$425,3950.08%
344ALPHABET INCGOOG4,801,133$423,6040.08%
345CONOCOPHILLIPSCOP3,579,817$422,4180.08%
346REGENERON PHARMACEUTICALSREGN580,859$419,0840.08%
347JPMORGAN BETABUILDERS MSCI US REIT ETF46641Q7385,130,830$418,6760.08%
348PHILIP MORRIS INTL INC7181721094,136,514$418,6570.08%
349ENTERGY CORP NEWENO3,719,968$418,4960.08%
350CORNING INCGLW13,091,591$418,1450.08%
351BANK AMERICA CORP06050510412,543,831$415,4520.08%
352SPDR S&P 500 ETF TRUSTSPY1,082,753$414,0770.08%
353AVALONBAY CMNTYS INCAWX2,558,145$413,1920.08%
354NEXTERA ENERGY INCNEE-PW4,940,791$413,0500.08%
355CONOCOPHILLIPSCOP3,499,935$412,9920.08%
356BLACKSTONE INCBX5,549,254$411,6990.08%
357JPMORGAN BETABUILDERS US EQU46641Q3995,979,784$409,8540.08%
358DEERE & CODE949,801$407,2370.08%
359WILLIAMS COS INC96945710012,264,881$403,5150.08%
360LILLY ELI & COLLY1,097,977$401,6840.08%
361NXP SEMICONDUCTORS N VNXPI2,534,549$400,5350.08%
362TORO COTORO3,534,759$400,1350.08%
363ACCENTURE PLC IRELANDACN1,494,974$398,9190.08%
364JOHNSON & JOHNSONJNJ2,258,196$398,9100.08%
365TEXAS INSTRS INC8825081042,405,811$397,4880.08%
366YUM CHINA HLDGS INCYUMC7,271,291$397,3760.08%
367ISHARES TR46428790410,474,800$396,9950.08%
368DANAHER CORPORATION2358511021,489,769$395,4150.08%
369CANADIAN NATL RY CO1363751023,317,355$394,3670.08%
370LILLY ELI & COLLY1,072,371$392,3160.07%
371UNION PAC CORPUNP1,888,941$391,1430.07%
372WORKDAY INCWDAY2,322,708$388,6590.07%
373PACKAGING CORP AMER6951561093,035,960$388,3300.07%
374JAZZ PHARMACEUTICALS PLCJAZZ2,426,836$386,6190.07%
375META PLATFORMS INCMETA3,209,949$386,2850.07%
376LILLY ELI & COLLY1,055,002$385,9620.07%
377META PLATFORMS INCMETA3,205,600$385,7620.07%
378JOHNSON & JOHNSONJNJ2,179,036$384,9270.07%
379PFIZER INCPFE7,507,869$384,7030.07%
380MSCI INCMSCI819,586$381,2470.07%
381MOTOROLA SOLUTIONS INCMSI1,478,328$380,9800.07%
382SCHWAB INTERMEDIATE-TERM US8085248547,733,408$380,7160.07%
383AMEREN CORPAEE4,261,439$378,9270.07%
384ISHARES MSCI JAPAN ETF46434G8226,957,605$378,7720.07%
385COMCAST CORP NEWCCZ10,821,249$378,4190.07%
386MERCK & CO INCMRK3,388,840$375,9920.07%
387SELECT SECTOR SPDR TR81369Y9543,827,000$375,8500.07%
388SCHWAB U.S. TIPS ETF8085248707,256,073$375,7920.07%
389LINCOLN ELEC HLDGS INC5339001062,555,635$369,2640.07%
390iShares ESG Aware MSCI USA ETF46435G4254,337,128$367,5710.07%
391ENPHASE ENERGY INCENPH1,383,487$366,5690.07%
392TAKE-TWO INTERACTIVE SOFTWARTTWO3,509,677$365,4630.07%
393ISHARES 1-3 YEAR TREASURY BO4642874574,497,335$365,0490.07%
394SOLAREDGE TECHNOLOGIES INCSEDG1,284,463$363,8500.07%
395INTUITIVE SURGICAL INCISRG1,366,382$362,5690.07%
396NIKE INCNKE3,094,710$362,1120.07%
397ROSS STORES INCROST3,118,183$361,9280.07%
398HOME DEPOT INCHD1,142,312$360,8110.07%
399VANGUARD MORTGAGE-BACKED SEC92206C7717,922,109$360,6140.07%
400ANALOG DEVICES INCADI2,196,002$360,2100.07%
401EXXON MOBIL CORPXOM3,263,394$359,9520.07%
402MARSH & MCLENNAN COS INC5717481022,159,720$357,3910.07%
403MCDONALDS CORPMCD1,345,777$354,6530.07%
404TRACTOR SUPPLY COTSCO1,574,897$354,3050.07%
405ISHARES TR4642879549,342,400$354,0770.07%
406ALPHABET INCGOOG3,998,080$352,7510.07%
407FEDERAL RLTY INVT TR NEW3137451013,475,808$351,1960.07%
408METTLER TOLEDO INTERNATIONALMTD242,440$350,4350.07%
409BIOGEN INCBIIB1,264,525$350,1720.07%
410SCHWAB SHORT-TERM US TREAS8085248627,249,573$349,7190.07%
411INFOSYS LTDINFY19,347,357$348,4460.07%
412COCA COLA COKO5,453,205$346,8780.07%
413REGENERON PHARMACEUTICALSREGN479,792$346,1650.07%
414COGNIZANT TECHNOLOGY SOLUTIOCTSH6,028,305$344,7590.07%
415VANGUARD REAL ESTATE ETF9229085534,174,170$344,2860.07%
416PFIZER INCPFE6,708,314$343,7340.07%
417AON PLCAON1,140,402$342,2800.07%
418PROCTER AND GAMBLE CO7427181092,241,776$339,7640.06%
419SHERWIN WILLIAMS COSHW1,431,035$339,6280.06%
420MONGODB INCMDB1,721,176$338,7960.06%
421HUNTINGTON BANCSHARES INCHBANP23,989,416$338,2510.06%
422BERKSHIRE HATHAWAY INC DELBRK-A1,090,264$336,7830.06%
423TESLA INCTSLA2,727,303$335,9490.06%
424AMAZON COM INCAMZN3,983,100$334,5800.06%
425CSX CORPCSX10,791,950$334,3350.06%
426EQUIFAX INCEFX1,718,604$334,0280.06%
427BANK AMERICA CORP06050510410,076,016$333,7180.06%
428CADENCE DESIGN SYSTEM INCCDNS2,073,704$333,1200.06%
429CHEVRON CORP NEWCVX1,851,627$332,3490.06%
430ISHARES TRUST ISHARES ESG AWA RE MSCI USE ETF46435G4253,915,482$331,8370.06%
431ROCKWELL AUTOMATION INCROK1,285,446$331,0920.06%
432EATON CORP PLCETN2,104,517$330,3040.06%
433AMAZON COM INCAMZN3,924,500$329,6580.06%
434KINDER MORGAN INC DELEP-PC18,193,493$328,9380.06%
435SEAGEN INCSE2,558,858$328,8390.06%
436ACTIVISION BLIZZARD INC00507V9594,262,400$326,2870.06%
437COTERRA ENERGY INCCTRA13,270,364$326,0530.06%
438ISHARES TR4642879554,958,600$325,4830.06%
439INSULET CORPPODD1,100,233$323,8980.06%
440PHILIP MORRIS INTL INC7181721093,192,203$323,0830.06%
441UDR INCUDR8,286,161$320,9230.06%
442KEURIG DR PEPPER INCKDP8,997,511$320,8510.06%
443VICI PPTYS INC9256521099,902,005$320,8250.06%
444HUMANA INCHUM624,830$320,0320.06%
445SPDR PORTFOLIO S&P 500 ETF78464A8547,093,610$319,0710.06%
446WELLS FARGO CO NEW9497461017,717,023$318,6360.06%
447ISHARES CORE S&P 500 ETF464287200827,000$317,7420.06%
448BLACKROCK INCBLK447,957$317,4360.06%
449PGIM ULTRA SHORT BOND ETF69344A1076,455,708$316,9750.06%
450MORGAN STANLEYMS-PQ3,726,285$316,8090.06%
451INTEL CORPINTC11,978,900$316,6020.06%
452PROLOGIS INC.PLDGP2,768,099$312,0480.06%
453RAYTHEON TECHNOLOGIES CORPRTX3,090,773$311,9210.06%
454VISA INCV1,493,233$310,2340.06%
455SERVICENOW INCNOW796,562$309,2810.06%
456STATE STR CORPSTT-PG3,976,167$308,4310.06%
457VISA INCV1,482,727$308,0510.06%
458APPLE INCAAPL2,370,800$308,0380.06%
459FINANCIAL SELECT SECTOR SPDR81369Y6058,962,681$306,5240.06%
460ADVANCED MICRO DEVICES INCAMD4,730,143$306,3710.06%
461COOPER COS INC216648402924,772$305,7940.06%
462NVIDIA CORPORATIONNVDA2,091,896$305,7100.06%
463ANALOG DEVICES INCADI1,861,955$305,4160.06%
464PROGRESSIVE CORP7433151032,354,183$305,3610.06%
465DEERE & CODE708,301$303,6910.06%
466ACTIVISION BLIZZARD INC00507V1093,961,932$303,2860.06%
467VANGUARD SHORT-TERM BOND ETF9219378274,015,755$302,3060.06%
468ISHARES RUSSELL MID-CAP ETF4642874994,467,039$301,3020.06%
469EXACT SCIENCES CORP30063P1056,066,647$300,3600.06%
470ZOOM VIDEO COMMUNICATIONS INZM4,433,303$300,3120.06%
471AMAZON COM INCAMZN3,574,076$300,2220.06%
472WP CAREY INC92936U1093,826,579$299,0470.06%
473ARAMARKARMK7,231,481$298,9490.06%
474AGILENT TECHNOLOGIES INCA1,990,030$297,8080.06%
475JPMORGAN EQUITY PREMIUM INCO46641Q3325,448,274$296,8760.06%
476CANADIAN PAC RY LTD13645T1003,959,986$295,3750.06%
477ENERGY SELECT SECTOR SPDR81369Y5063,371,582$294,9120.06%
478LAM RESEARCH CORPLRCX701,307$294,7590.06%
479REGIONS FINANCIAL CORP NEWRF-PF13,639,212$294,0610.06%
480ISHARES TR46428790410,354,000$293,0180.06%
481ISHARES IBOXX INVESTMENT GRA4642872422,769,463$291,9840.06%
482MID-AMER APT CMNTYS INC59522J1031,854,415$291,1250.06%
483VANGUARD S/T CORP BOND ETF92206C4093,849,012$289,4070.06%
484MERCK & CO INCMRK2,590,841$287,4540.05%
485S&P GLOBAL INCSPGI857,112$287,0810.05%
486ENBRIDGE INCENNPF7,326,230$286,4560.05%
487SELECT SECTOR SPDR TR81369Y9563,272,500$286,2460.05%
488LIBERTY MEDIA CORP DELFWONB7,268,017$284,3980.05%
489LKQ CORPLKQ5,319,648$284,1220.05%
490MIDDLEBY CORPMIDD2,120,083$283,8790.05%
491FORTUNE BRANDS INNOVATIONS IFBIN4,958,951$283,2060.05%
492ISHARES CORE U.S. AGGREGATE4642872262,914,706$282,6970.05%
493ISHARES CORE S&P 500 ETF464287200735,653$282,6450.05%
494THERMO FISHER SCIENTIFIC INCTMO513,127$282,5740.05%
495VANGUARD FTSE EMERGING MARKE9220428587,224,522$281,6120.05%
496CBRE GROUP INCCBRE3,643,405$280,3960.05%
497VANGUARD SHORT-TERM BOND ETF9219378273,718,949$279,9620.05%
498RAYONIER INCRYN8,493,119$279,9330.05%
499HENRY SCHEIN INCHSIC3,502,120$279,7140.05%
500ALEXANDRIA REAL ESTATE EQ IN0152711091,913,904$278,7980.05%