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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

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

HALLMARK CAPITAL MANAGEMENT INC

Quarter ended Q1 2024 · Filed May 3, 2024 · Accession 0000924166-24-000004

Total Value
$1.33B
Positions
480
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (480)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD RUSSELL 1000 GROWTH ETF92206C680478,241$41.4M3.12%
2BROADCOM INC COMAVGO26,535$35.2M2.65%
3APPLE INC COMAAPL196,227$33.6M2.54%
4MICROSOFT CORP COMMSFT72,838$30.6M2.31%
5DELL TECHNOLOGIES INC CL CDELL228,329$26.1M1.96%
6PROGRESSIVE CORP COM743315103113,169$23.4M1.76%
7JABIL INC COMJBL173,655$23.3M1.75%
8HUBBELL INC COMHUBB55,965$23.2M1.75%
9CENCORA INC COMCOR94,809$23.0M1.74%
10ORACLE CORP COMORCL-PD179,287$22.5M1.70%
11VANGUARD VALUE ETF922908744133,349$21.7M1.64%
12METLIFE INC COMMET-PF287,497$21.3M1.61%
13VERTEX PHARMACEUTICALS INC COMVRTX49,698$20.8M1.57%
14ALPHABET INC CAP STK CL AGOOG136,645$20.6M1.55%
15AMGEN INC COMAMGN72,063$20.5M1.54%
16AMDOCS LTD SHSDOX221,707$20.0M1.51%
17MORGAN STANLEY COM NEWMS-PQ207,598$19.5M1.47%
18THE CIGNA GROUP COM12552310053,357$19.4M1.46%
19ROSS STORES INC COMROST131,780$19.3M1.46%
20VANECK MORNINGSTAR WIDE MOAT ETF92189F643214,474$19.3M1.45%
21ELEVANCE HEALTH INC COMELV36,604$19.0M1.43%
22CHEVRON CORP NEW COMCVX118,846$18.7M1.41%
23ACCENTURE PLC IRELAND SHS CLASS AACN54,053$18.7M1.41%
24TAPESTRY INC COMTPR388,418$18.4M1.39%
25CISCO SYS INC COMCSCO369,436$18.4M1.39%
26VERIZON COMMUNICATIONS INC COMVZ433,685$18.2M1.37%
27CVS HEALTH CORP COMCVS227,683$18.2M1.37%
28CACI INTL INC CL A12719030447,758$18.1M1.36%
29ASSURANT INC COMAIZN95,435$18.0M1.35%
30SONOCO PRODS CO COM835495102298,732$17.3M1.30%
31T-MOBILE US INC COMTMUSZ102,923$16.8M1.27%
32MAGNOLIA OIL & GAS CORP CL AMGY631,666$16.4M1.24%
33HONEYWELL INTL INC COM43851610677,713$16.0M1.20%
34DARDEN RESTAURANTS INC COMDRI95,055$15.9M1.20%
35PAYPAL HLDGS INC COMPYPL228,927$15.3M1.16%
36NATIONAL FUEL GAS CO COMNFG281,065$15.1M1.14%
37BJS WHSL CLUB HLDGS INC05550J101196,297$14.8M1.12%
38SS&C TECHNOLOGIES HLDGS INC COMSSNC227,722$14.7M1.10%
39LKQ CORP COMLKQ268,063$14.3M1.08%
40CONAGRA BRANDS INC COMCAG480,124$14.2M1.07%
41STARWOOD PPTY TR INC COMSTHO683,348$13.9M1.05%
42TARGET CORP COMTGT76,659$13.6M1.02%
43PFIZER INC COMPFE464,371$12.9M0.97%
44CONCENTRIX CORP COMCNXC188,975$12.5M0.94%
45JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q837222,950$11.2M0.85%
46ISHARES SEMICONDUCTOR ETF46428752345,182$10.2M0.77%
47NEWMONT CORP COMNEMCL284,560$10.2M0.77%
48INVESCO AEROSPACE & DEFENSE ETFIVZ80,790$8.2M0.62%
49GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y632224,952$7.6M0.58%
50HEALTH CARE SELECT SECTOR SPDR FUND81369Y20943,019$6.4M0.48%
51SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R55637,368$5.8M0.44%
52WISDOMTREE EUROPE HEDGED EQUITY FUNDWT112,138$5.4M0.41%
53VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40799,613$4.9M0.37%
54WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUNDWT138,948$4.5M0.34%
55MERCK & CO INC COMMRK33,718$4.4M0.34%
56QUALCOMM INC COMQCOM26,174$4.4M0.33%
57JPMORGAN CHASE & CO COMVYLD21,913$4.4M0.33%
58CATERPILLAR INC COMCAT11,746$4.3M0.32%
59ABBVIE INC COMABBV23,385$4.3M0.32%
60NETAPP INC COMNTAP40,071$4.2M0.32%
61BROADCOM INC COMAVGO3,074$4.1M0.31%
62FIRST TRUST CLOUD COMPUTING ETF33734X19241,936$4.0M0.30%
63ISHARES CORE MSCI PACIFIC ETF46434V69661,989$3.9M0.30%
64HOME DEPOT INC COMHD9,826$3.8M0.28%
65TRAVELERS COMPANIES INC COMTRV15,792$3.6M0.27%
66ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF46428751542,559$3.6M0.27%
67SPDR S&P DIVIDEND ETF78464A76327,609$3.6M0.27%
68ISHARES S&P 500 GROWTH ETF46428730942,603$3.6M0.27%
69US BANCORP DEL COM NEWUSB-PS80,213$3.6M0.27%
70GENERAL DYNAMICS CORP COMGD12,545$3.5M0.27%
71ISHARES U.S. MEDICAL DEVICES ETF46428881057,732$3.4M0.25%
72PROCTER AND GAMBLE CO COM74271810920,712$3.4M0.25%
73INTERNATIONAL BUSINESS MACHS COMINTR17,486$3.3M0.25%
74AMERICAN ELEC PWR CO INC COM02553710137,459$3.2M0.24%
75VANECK BIOTECH ETF92189F72619,308$3.2M0.24%
76MICROSOFT CORP COMMSFT7,488$3.2M0.24%
77PUBLIC SVC ENTERPRISE GRP INC COM74457310647,126$3.1M0.24%
78VANGUARD MID-CAP GROWTH ETF92290853813,329$3.1M0.24%
79ISHARES CORE U.S. AGGREGATE BOND ETF46428722631,813$3.1M0.23%
80STATE STR CORP COMSTT-PG39,891$3.1M0.23%
81FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X17622,776$3.1M0.23%
82STARBUCKS CORP COMSBUX33,580$3.1M0.23%
83CHEVRON CORP NEW COMCVX19,309$3.0M0.23%
84MSC INDL DIRECT INC CL A55353010631,237$3.0M0.23%
85EOG RES INC COMEOG23,682$3.0M0.23%
86LOCKHEED MARTIN CORP COMLMT6,643$3.0M0.23%
87ISHARES CORE S&P 500 ETF4642872005,738$3.0M0.23%
88GENERAL MLS INC COM37033410443,026$3.0M0.23%
89TARGET CORP COMTGT16,877$3.0M0.23%
90COMCAST CORP NEW CL ACCZ68,835$3.0M0.22%
91ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF30150570750,738$3.0M0.22%
92MCDONALDS CORP COMMCD10,531$3.0M0.22%
93JABIL INC COMJBL22,041$3.0M0.22%
94JOHNSON & JOHNSON COMJNJ18,663$3.0M0.22%
95PRUDENTIAL FINL INC COMPUKPF25,096$2.9M0.22%
96UNITED PARCEL SERVICE INC CL BUPS19,769$2.9M0.22%
97COCA COLA CO COMKO47,936$2.9M0.22%
98PEPSICO INC COMPEP16,754$2.9M0.22%
99MORGAN STANLEY COM NEWMS-PQ30,986$2.9M0.22%
100DELL TECHNOLOGIES INC CL CDELL25,446$2.9M0.22%
101VERIZON COMMUNICATIONS INC COMVZ68,779$2.9M0.22%
102APPLE INC COMAAPL16,792$2.9M0.22%
103HP INC COMHPQ95,097$2.9M0.22%
104VICI PPTYS INC COM92565210996,274$2.9M0.22%
105AMGEN INC COMAMGN10,079$2.9M0.22%
106KINDER MORGAN INC DEL COMEP-PC155,600$2.9M0.22%
107AT&T INC COMT-PC160,324$2.8M0.21%
108METLIFE INC COMMET-PF37,994$2.8M0.21%
109TEXAS INSTRS INC COM88250810416,113$2.8M0.21%
110LYONDELLBASELL INDUSTRIES N V SHS - A -LYB27,431$2.8M0.21%
111CISCO SYS INC COMCSCO56,109$2.8M0.21%
112REALTY INCOME CORP COMO51,356$2.8M0.21%
113BRISTOL-MYERS SQUIBB CO COMCELG-RI51,161$2.8M0.21%
114CVS HEALTH CORP COMCVS34,652$2.8M0.21%
115HUBBELL INC COMHUBB6,586$2.7M0.21%
116SONOCO PRODS CO COM83549510246,932$2.7M0.20%
117GILEAD SCIENCES INC COMGILD37,050$2.7M0.20%
118AMDOCS LTD SHSDOX29,569$2.7M0.20%
119AMAZON COM INC COMAMZN14,576$2.6M0.20%
120PRICE T ROWE GROUP INC COMTROW21,379$2.6M0.20%
121PROGRESSIVE CORP COM74331510312,385$2.6M0.19%
122VANGUARD MID-CAP VALUE ETF92290851215,689$2.4M0.18%
123ORACLE CORP COMORCL-PD19,156$2.4M0.18%
124PFIZER INC COMPFE86,636$2.4M0.18%
125VERTEX PHARMACEUTICALS INC COMVRTX5,505$2.3M0.17%
126SPDR S&P 500 ETF TRUSTSPY4,261$2.2M0.17%
127ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD184,599$2.1M0.16%
128CENCORA INC COMCOR8,634$2.1M0.16%
129CUMMINS INC COMCMI6,859$2.0M0.15%
130ASSURANT INC COMAIZN10,411$2.0M0.15%
131TAPESTRY INC COMTPR41,181$2.0M0.15%
132VANGUARD RUSSELL 1000 GROWTH ETF92206C68022,346$1.9M0.15%
133MAGNOLIA OIL & GAS CORP CL AMGY74,183$1.9M0.15%
134VANGUARD SHORT-TERM BOND ETF92193782725,072$1.9M0.14%
135ALPHABET INC CAP STK CL AGOOG12,695$1.9M0.14%
136GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF18,452$1.9M0.14%
137CACI INTL INC CL A1271903045,041$1.9M0.14%
138ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA080,007$1.9M0.14%
139ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG474,905$1.9M0.14%
140BJS WHSL CLUB HLDGS INC05550J10124,218$1.8M0.14%
141VANGUARD SMALL-CAP GROWTH ETF9229085956,795$1.8M0.13%
142ISHARES CORE MSCI EAFE ETF46432F84223,559$1.7M0.13%
143ELEVANCE HEALTH INC COMELV3,349$1.7M0.13%
144DARDEN RESTAURANTS INC COMDRI10,258$1.7M0.13%
145T-MOBILE US INC COMTMUSZ10,414$1.7M0.13%
146ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA971,016$1.7M0.13%
147PAYPAL HLDGS INC COMPYPL25,072$1.7M0.13%
148NATIONAL FUEL GAS CO COMNFG31,221$1.7M0.13%
149ACCENTURE PLC IRELAND SHS CLASS AACN4,806$1.7M0.13%
150JPMORGAN CHASE & CO COMVYLD8,210$1.6M0.12%
151THE CIGNA GROUP COM1255231004,484$1.6M0.12%
152LKQ CORP COMLKQ29,903$1.6M0.12%
153ROSS STORES INC COMROST10,733$1.6M0.12%
154VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40919,660$1.5M0.11%
155STARWOOD PPTY TR INC COMSTHO74,343$1.5M0.11%
156INTERNATIONAL BUSINESS MACHS COMINTR7,855$1.5M0.11%
157NVIDIA CORPORATION COMNVDA1,657$1.5M0.11%
158HONEYWELL INTL INC COM4385161067,175$1.5M0.11%
159CATERPILLAR INC COMCAT4,000$1.5M0.11%
160US BANCORP DEL COM NEWUSB-PS32,433$1.4M0.11%
161CUMMINS INC COMCMI4,914$1.4M0.11%
162CONAGRA BRANDS INC COMCAG47,876$1.4M0.11%
163MERCK & CO INC COMMRK10,584$1.4M0.11%
164ELI LILLY & CO COMLLY1,739$1.4M0.10%
165PROCTER AND GAMBLE CO COM7427181098,335$1.4M0.10%
166ABBVIE INC COMABBV7,363$1.3M0.10%
167GENERAL DYNAMICS CORP COMGD4,731$1.3M0.10%
168HOME DEPOT INC COMHD3,447$1.3M0.10%
169QUALCOMM INC COMQCOM7,661$1.3M0.10%
170TRAVELERS COMPANIES INC COMTRV5,499$1.3M0.10%
171VANGUARD FTSE EMERGING MARKETS ETF92204285830,087$1.3M0.09%
172NETAPP INC COMNTAP11,943$1.3M0.09%
173TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8035,929$1.2M0.09%
174EOG RES INC COMEOG9,476$1.2M0.09%
175GENERAL MLS INC COM37033410417,120$1.2M0.09%
176CONCENTRIX CORP COMCNXC17,911$1.2M0.09%
177ISHARES PREFERRED & INCOME SECURITIES ETF46428868736,434$1.2M0.09%
178STATE STR CORP COMSTT-PG15,016$1.2M0.09%
179COCA COLA CO COMKO18,956$1.2M0.09%
180PRUDENTIAL FINL INC COMPUKPF9,863$1.2M0.09%
181BRISTOL-MYERS SQUIBB CO COMCELG-RI21,180$1.1M0.09%
182AT&T INC COMT-PC65,240$1.1M0.09%
183FIDELITY TOTAL BOND ETF31618830925,114$1.1M0.09%
184ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51545,135$1.1M0.08%
185AMERICAN ELEC PWR CO INC COM02553710112,911$1.1M0.08%
186UNITED PARCEL SERVICE INC CL BUPS7,478$1.1M0.08%
187KINDER MORGAN INC DEL COMEP-PC60,420$1.1M0.08%
188STARBUCKS CORP COMSBUX11,988$1.1M0.08%
189VICI PPTYS INC COM92565210935,645$1.1M0.08%
190VANGUARD VALUE ETF9229087446,493$1.1M0.08%
191REALTY INCOME CORP COMO19,392$1.0M0.08%
192PEPSICO INC COMPEP5,958$1.0M0.08%
193SPDR S&P 500 ETF TRUSTSPY1,960$1.0M0.08%
194MSC INDL DIRECT INC CL A55353010610,433$1.0M0.08%
195MCDONALDS CORP COMMCD3,568$1.0M0.08%
196TEXAS INSTRS INC COM8825081045,765$1.0M0.08%
197SS&C TECHNOLOGIES HLDGS INC COMSSNC15,574$1.0M0.08%
198COMCAST CORP NEW CL ACCZ22,337$968,3090.07%
199LOCKHEED MARTIN CORP COMLMT2,074$943,4000.07%
200GILEAD SCIENCES INC COMGILD12,803$937,8200.07%
201VANECK IG FLOATING RATE ETF92189F48636,464$930,1970.07%
202SPDR S&P DIVIDEND ETF78464A7636,996$918,1550.07%
203VANECK MORNINGSTAR WIDE MOAT ETF92189F64310,061$904,4840.07%
204VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,629$854,1500.06%
205PUBLIC SVC ENTERPRISE GRP INC COM74457310612,580$840,0920.06%
206SPDR S&P 600 SMALL CAP VALUE ETF78464A3009,751$809,0400.06%
207JOHNSON & JOHNSON COMJNJ5,018$793,7970.06%
208ISHARES FALLEN ANGELS USD BOND ETF46435G47428,945$777,4630.06%
209VANGUARD S&P 500 ETF9229083631,617$777,1380.06%
210ISHARES RUSSELL 1000 GROWTH ETF4642876142,193$739,1510.06%
211SCHWAB US DIVIDEND EQUITY ETF8085247979,081$732,2010.06%
212VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8708,840$711,7080.05%
213ALPHABET INC CAP STK CL CGOOG4,488$683,3430.05%
214INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFIVZ37,500$679,8750.05%
215INVESCO QQQ TRUST SERIES IIVZ1,527$678,0030.05%
216HP INC COMHPQ21,680$655,1700.05%
217VANGUARD SHORT-TERM TREASURY ETF92206C10210,793$626,7500.05%
218ISHARES CORE S&P 500 ETF4642872001,167$613,5270.05%
219COSTCO WHSL CORP NEW COM22160K105837$613,4170.05%
220ARISTA NETWORKS INC COMANET2,084$604,3180.05%
221SYNOPSYS INC COMSNPS1,002$572,6430.04%
222MICROCHIP TECHNOLOGY INC. COMMCHPP6,227$558,6240.04%
223CHIPOTLE MEXICAN GRILL INC COMCMG190$552,2860.04%
224UNITEDHEALTH GROUP INC COMUNH1,104$546,1490.04%
225VISA INC COM CL AV1,948$543,6480.04%
226VANGUARD GROWTH ETF9229087361,549$533,1660.04%
227LYONDELLBASELL INDUSTRIES N V SHS - A -LYB4,958$507,1040.04%
228VANGUARD MID-CAP GROWTH ETF9229085382,118$499,4030.04%
229ADOBE INC COMADBE988$498,5450.04%
230FINANCIAL SELECT SECTOR SPDR FUND81369Y60511,656$490,9510.04%
231ISHARES S&P SMALL-CAP 600 VALUE ETF4642878794,755$488,6240.04%
232VANGUARD INFORMATION TECHNOLOGY ETF92204A702932$488,4830.04%
233APPLIED MATLS INC COM0382221052,360$486,7030.04%
234ISHARES S&P 500 GROWTH ETF4642873095,642$476,4100.04%
235ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E20520,493$467,6540.04%
236KLA CORP COM NEWKLAC663$463,1520.03%
237ISHARES CORE MSCI EAFE ETF46432F8426,234$462,6870.03%
238BOOZ ALLEN HAMILTON HLDG CORP CL ABAH3,068$455,4140.03%
239VALLEY NATL BANCORP COM91979410756,853$452,5500.03%
240ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,650$422,7070.03%
241LPL FINL HLDGS INC COM50212V1001,562$412,6800.03%
242VANGUARD MID-CAP VALUE ETF9229085122,619$408,3280.03%
243SHERWIN WILLIAMS CO COMSHW1,168$405,6810.03%
244INVESCO VARIABLE RATE PREFERRED ETFIVZ16,942$402,7110.03%
245OREILLY AUTOMOTIVE INC COM67103H107356$401,8810.03%
246CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y4072,141$393,7080.03%
247TJX COS INC NEW COM8725401093,879$393,4080.03%
248CDW CORP COMCDW1,537$393,1340.03%
249GRACO INC COMGGG4,197$392,2520.03%
250THERMO FISHER SCIENTIFIC INC COMTMO672$390,5730.03%
251HCA HEALTHCARE INC COMHCA1,169$389,8970.03%
252FAIR ISAAC CORP COMFICO311$388,6290.03%
253META PLATFORMS INC CL AMETA799$387,9780.03%
254FORTINET INC COMFTNT5,589$381,7850.03%
255DEERE & CO COMDE923$379,1130.03%
256SERVICENOW INC COMNOW485$369,7640.03%
257HERSHEY CO COMHSY1,882$366,0960.03%
258ISHARES SEMICONDUCTOR ETF4642875231,587$358,5350.03%
259ULTA BEAUTY INC COMULTA676$353,4670.03%
260NEWMONT CORP COMNEMCL9,724$348,5080.03%
261AUTOMATIC DATA PROCESSING INC COMADP1,379$344,3910.03%
262VANGUARD RUSSELL 1000 GROWTH ETF92206C6803,968$343,9070.03%
263LANDSTAR SYS INC COMLSTR1,759$339,0650.03%
264ABBOTT LABS COMABLZF2,926$332,5690.03%
265SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R5562,114$327,5220.02%
266VANGUARD SMALL-CAP GROWTH ETF9229085951,245$324,5960.02%
267ISHARES S&P 500 GROWTH ETF4642873093,756$317,1570.02%
268DANAHER CORPORATION COM2358511021,267$316,3950.02%
269ZOETIS INC CL AZTS1,858$314,3920.02%
270AON PLC SHS CL AAON935$312,0280.02%
271INVESCO AEROSPACE & DEFENSE ETFIVZ2,979$302,5770.02%
272HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,994$294,5740.02%
273VANGUARD VALUE ETF9229087441,749$284,8420.02%
274INTEL CORP COMINTC6,400$282,6880.02%
275WISDOMTREE EUROPE HEDGED EQUITY FUNDWT5,470$264,2010.02%
276COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8523,206$261,8020.02%
277BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A601$252,7330.02%
278SPDR PORTFOLIO AGGREGATE BOND ETF78464A6499,677$244,6350.02%
279WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUNDWT7,346$239,9530.02%
280GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y6326,992$237,4480.02%
281ENERGY SELECT SECTOR SPDR FUND81369Y5062,310$218,0870.02%
282PRICE T ROWE GROUP INC COMTROW1,768$215,5550.02%
283SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R4088,369$211,0660.02%
284JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q8374,162$209,9730.02%
285SPDR S&P DIVIDEND ETF78464A7631,563$205,1280.02%
286GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF1,943$201,6640.02%
287WALMART INC COMWMT3,249$195,5140.01%
288ISHARES S&P 500 VALUE ETF4642874081,026$191,6670.01%
289ISHARES CORE MSCI PACIFIC ETF46434V6962,862$181,1930.01%
290VANGUARD FTSE EMERGING MARKETS ETF9220428584,333$180,9890.01%
291SPDR S&P 600 SMALL CAP VALUE ETF78464A3002,077$172,3290.01%
292SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8894,701$168,4840.01%
293SHOPIFY INC CL ASHOP2,150$165,9160.01%
294INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,273$160,3470.01%
295PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND PIMCO SHORT TER72201R8743,192$159,2810.01%
296ISHARES RUSSELL 2000 ETF464287655757$159,1970.01%
297VANGUARD TOTAL BOND MARKET ETF9219378352,100$152,5230.01%
298COSTCO WHSL CORP NEW COM22160K105200$146,5260.01%
299ISHARES SELECT DIVIDEND ETF4642871681,173$144,4900.01%
300ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881581,292$135,3110.01%
301CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3081,625$124,0850.01%
302MATERIALS SELECT SECTOR SPDR FUND81369Y1001,255$116,5770.01%
303VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4072,297$112,9890.01%
304ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,079$110,8780.01%
305BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A250$105,1300.01%
306EXXON MOBIL CORP COMXOM900$104,6160.01%
307VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406861$104,1720.01%
308EATON CORP PLC SHSETN320$100,0580.01%
309SPDR S&P 500 ETF TRUSTSPY189$98,8600.01%
310BOOKING HOLDINGS INC COMBKNG27$97,9530.01%
311SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7392,058$97,6320.01%
312PROLOGIS INC. COMPLDGP736$95,8420.01%
313ABBOTT LABS COMABLZF800$90,9280.01%
314VANGUARD MID-CAP GROWTH ETF922908538378$89,1290.01%
315NVIDIA CORPORATION COMNVDA96$86,7420.01%
316ISHARES U.S. ENERGY ETF4642877961,639$80,9670.01%
317ZOETIS INC CL AZTS475$80,3750.01%
318VANGUARD MID-CAP VALUE ETF922908512510$79,5140.01%
319ISHARES CORE U.S. AGGREGATE BOND ETF464287226808$79,1360.01%
320SEMPRA COMSREA1,084$77,8640.01%
321ISHARES S&P 500 VALUE ETF464287408409$76,4050.01%
322ISHARES S&P SMALL-CAP 600 VALUE ETF464287879734$75,4260.01%
323BOEING CO COMBA-PA388$74,8800.01%
324JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q8371,475$74,4140.01%
325APPLE HOSPITALITY REIT INC COM NEWAPLE4,299$70,4180.01%
326ISHARES RUSSELL 2000 VALUE ETF464287630438$69,5590.01%
327SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R1012,390$69,1190.01%
328ISHARES RUSSELL 2000 ETF464287655327$68,7680.01%
329VANGUARD FTSE EMERGING MARKETS ETF9220428581,566$65,4120.00%
330ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886461,206$61,8440.00%
331ISHARES U.S. PHARMACEUTICALS ETF464288836900$61,1060.00%
332AFLAC INC COMAFL705$60,5310.00%
333UTILITIES SELECT SECTOR SPDR FUND81369Y886883$57,9690.00%
334BANK AMERICA CORP COM0605051041,500$56,8800.00%
335VANGUARD TAX-EXEMPT BOND ETF9229077461,064$53,8380.00%
336ISHARES NATIONAL MUNI BOND ETF464288414482$51,8630.00%
337ISHARES MSCI EAFE ETF464287465641$51,1900.00%
338ASTRAZENECA PLC SPONSORED ADRAZN750$50,8130.00%
339ALLSTATE CORP COMALL-PJ283$48,9620.00%
340ISHARES RUSSELL 1000 VALUE ETF464287598272$48,7180.00%
341ISHARES RUSSELL 2000 ETF464287655219$46,0560.00%
342FISERV INC COMFISV285$45,5490.00%
343EMERSON ELEC CO COMEMR400$45,3680.00%
344SPDR GOLD SHARESGLD218$44,8470.00%
345VANGUARD DIVIDEND APPRECIATION ETF921908844245$44,7390.00%
346BLACKROCK SHORT MATURITY MUNICIPAL BOND ETF46431W838846$42,4020.00%
347VANECK SHORT MUNI ETF92189F5282,407$40,9670.00%
348DISNEY WALT CO COM254687106325$39,7670.00%
349ISHARES MSCI USA ESG SELECT ETF464288802350$38,2100.00%
350GALLAGHER ARTHUR J & CO COM363576109143$35,7560.00%
351CALAMOS DYNAMIC CONV & INCOME COM12811V1051,500$32,7000.00%
352CONOCOPHILLIPS COMCOP250$31,8200.00%
353ISHARES CORE MSCI EMERGING MARKETS ETF46434G103614$31,6820.00%
354SPDR GOLD SHARESGLD148$30,4470.00%
355VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407616$30,3010.00%
356REAL ESTATE SELECT SECTOR SPDR FUND81369Y860750$29,6480.00%
357FEDEX CORP COMFDX100$28,9740.00%
358VANGUARD INFORMATION TECHNOLOGY ETF92204A70255$28,8390.00%
359NOVO-NORDISK A S ADRNONOF224$28,7620.00%
360INTEL CORP COMINTC650$28,7110.00%
361VANGUARD TOTAL STOCK MARKET ETF922908769110$28,5890.00%
362CONSTELLATION BRANDS INC CL ASTZ100$27,1760.00%
363KRAFT HEINZ CO COMKHC733$27,0480.00%
364LOWES COS INC COM548661107105$26,7470.00%
365ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158250$26,1830.00%
366VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409332$25,6670.00%
367AMERICAN EXPRESS CO COMAXP105$23,9070.00%
368MASCO CORP COMMAS300$23,6640.00%
369GABELLI DIVID & INCOME TR COM36242H1041,000$22,9800.00%
370UNITEDHEALTH GROUP INC COMUNH45$22,2620.00%
371STANLEY BLACK & DECKER INC COMSWK225$22,0340.00%
372AMAZON COM INC COMAMZN120$21,6460.00%
3733M CO COMMMM200$21,2140.00%
374SCHWAB U.S. LARGE-CAP GROWTH ETF808524300226$20,9550.00%
375VANGUARD INTERMEDIATE-TERM BOND ETF921937819262$19,7550.00%
376ISHARES U.S. REAL ESTATE ETF464287739210$18,8790.00%
377BLACKROCK SHORT DURATION BOND ETF46431W507359$18,1150.00%
378SCHWAB U.S. MID-CAP ETF808524508219$17,8330.00%
379ALTRIA GROUP INC COMMO407$17,7530.00%
380VANGUARD SMALL CAP VALUE ETF92290861190$17,2630.00%
381PHILLIPS 66 COMPSX100$16,3340.00%
382SPDR S&P 500SPY30$15,6920.00%
383SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V848383$15,3390.00%
384VANECK INTERMEDIATE MUNI ETF92189H201327$15,2090.00%
385VANGUARD TOTAL BOND MARKET ETF921937835199$14,4530.00%
386SPDR S&P REGIONAL BANKING ETF78464A698285$14,3300.00%
387VANECK IG FLOATING RATE ETF92189F486554$14,1330.00%
388SCHWAB U.S. BROAD MARKET ETF808524102216$13,1870.00%
389VALLEY NATL BANCORP COM9197941071,466$11,6690.00%
390ALPHABET INC CAP STK CL CGOOG75$11,4200.00%
391YUM BRANDS INC COMYUM80$11,0920.00%
392INVESCO VARIABLE RATE PREFERRED ETFIVZ463$11,0060.00%
393BROADRIDGE FINL SOLUTIONS INC COM11133T10352$10,6530.00%
394VANGUARD MEGA CAP VALUE ETF92191084087$10,3970.00%
395ISHARES 1-3 YEAR TREASURY BOND ETF464287457119$9,7320.00%
396VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771206$9,3960.00%
397COLGATE PALMOLIVE CO COMCL100$9,0050.00%
398SONY GROUP CORP SPONSORED ADRSNEJF100$8,5740.00%
399WARNER BROS DISCOVERY INC COM SER AWBD962$8,3980.00%
400ISHARES MBS ETF46428858887$8,0410.00%
401PEMBINA PIPELINE CORP COMPPLOF212$7,4920.00%
402ISHARES 1-3 YEAR TREASURY BOND ETF46428745790$7,3600.00%
403ISHARES 7-10 YEAR TREASURY BOND ETF46428744070$6,6260.00%
404MERCADOLIBRE INC COMMELI4$6,0480.00%
405ISHARES MBS ETF46428858865$6,0070.00%
406VANGUARD MID-CAP ETF92290862924$5,9970.00%
407ADVANCE AUTO PARTS INC COMAAP68$5,7860.00%
408VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87069$5,5550.00%
409ISHARES U.S. AEROSPACE & DEFENSE ETF46428876039$5,1450.00%
410NUVEEN NEW YORK AMT QLT MUNICP COMNU457$4,9680.00%
411VEEVA SYS INC CL A COMVEEV20$4,6340.00%
412MASTERCARD INCORPORATED CL AMA9$4,3340.00%
413ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864680$4,1020.00%
414MASIMO CORP COMMASI26$3,8180.00%
415KENVUE INC COMKVUE176$3,7770.00%
416ISHARES CORE MSCI EAFE ETF46432F84249$3,6370.00%
417FORD MTR CO DEL COM345370860250$3,3200.00%
418DUPONT DE NEMOURS INC COMDD43$3,2970.00%
419YUM CHINA HLDGS INC COMYUMC80$3,1830.00%
420SPDR S&P Div ETF78464A76320$2,6250.00%
421THE TRADE DESK INC COM CL A88339J10530$2,6230.00%
422TRACTOR SUPPLY CO COMTSCO10$2,6170.00%
423SPDR Doubleline78467V84864$2,5630.00%
424DOW INC COMDOW43$2,4910.00%
425CORTEVA INC COMCTVA43$2,4800.00%
426ISHARES 3-7 YEAR TREASURY BOND ETF46428866119$2,2000.00%
427SPDR S&P REGIONAL BANKING ETF78464A69841$2,0610.00%
428Ishares US Real Estate ETF46428773921$1,8880.00%
429ADVANCED MICRO DEVICES INC COMAMD10$1,8050.00%
430MCCORMICK & CO INC COM NON VTGMKC-V20$1,5360.00%
431WELLS FARGO CO NEW COM94974610126$1,5070.00%
432HALEON PLC SPON ADSHLNCF175$1,4860.00%
433C3 AI INC CL AAI50$1,3540.00%
434Vanguard Total Bond92193783517$1,2350.00%
435SPDR GOLD SHARESGLD6$1,2340.00%
436JD.COM INC SPON ADR CL AJDCMF44$1,2050.00%
437DUBUQUE CAPITAL, INC978978978100,000$1,0000.00%
438MATCH GROUP INC NEW COMMTCH23$8340.00%
439VERALTO CORP COM SHSVLTO9$7980.00%
440TERADATA CORP DEL COMTDC18$6960.00%
441Ishares Iboxx Inv Gr4642872426$6540.00%
442CHEMOURS CO COMCC20$5250.00%
443FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8468$4510.00%
444KYNDRYL HLDGS INC COMMON STOCKKD20$4350.00%
445FIRST TRUST INDXX INNOVATIVE TRANSACTION & PROCESS ETF33741X2019$3870.00%
446FIRST TRUST INDXX NEXTG ETF33737K2054$3170.00%
447FIRST TRUST NASDAQ ARTIFICIAL INTELLIGENCE & ROBOTICS ETF33738R7206$2710.00%
448SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R6485$2400.00%
449NCR VOYIX CORPORATION COMNCRRP18$2270.00%
450OCCIDENTAL PETE CORP WT EXP 0803276745991625$2160.00%
451FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND33733E5006$2080.00%
452NCR ATLEOS CORPORATION COM SHSNATL9$1780.00%
453CODEXIS INC COMCDXS50$1750.00%
454TRINITY INDS INC COM8965221096$1580.00%
455ZOOM VIDEO COMMUNICATIONS INC CL AZM2$1310.00%
456GLOBAL X U.S. PREFERRED ETF37954Y6576$1240.00%
457LIONS GATE ENTMNT CORP CL B NON VTG53591950011$1020.00%
458ISHARES TIPS BOND ETF4642871761$960.00%
459ISHARES 7-10 YEAR TREASURY BOND ETF4642874401$950.00%
460INGREDION INC COMINGR1$950.00%
461CELANESE CORP DEL COMCE1$860.00%
462WESTERN DIGITAL CORP. COMWDC1$580.00%
463ON SEMICONDUCTOR CORP COMON1$520.00%
464ZSCALER INC COMZS0$500.00%
465SCHWAB INTERNATIONAL EQUITY ETF8085248051$390.00%
466RPM INTL INC COM7496851030$330.00%
467LUMEN TECHNOLOGIES INC COMLUMN19$300.00%
468HANESBRANDS INC COM4103451024$230.00%
469GLOBAL X LITHIUM & BATTERY TECH ETF37954Y8550$210.00%
470SHELL PLC SPON ADSRYDAF0$180.00%
471CRISPR THERAPEUTICS AG NAMEN AKTCRSP0$150.00%
472GLOBAL X SUPERDIVIDEND US ETF37950E2911$120.00%
473ISHARES RUSSELL 2000 GROWTH ETF4642876480$110.00%
474ENERGOUS CORP COM NEWWATT5$100.00%
475SCHWAB U.S. LARGE-CAP ETF8085242010$80.00%
476SCHWAB U.S. SMALL-CAP ETF8085246070$70.00%
477LAS VEGAS SANDS CORP COMLVS0$70.00%
478MICRON TECHNOLOGY INC COMMU0$70.00%
479SIRIUS XM HOLDINGS INC COMSIRI1$30.00%
480PROSPERITY BANCSHARES INC COMPB0$00.00%