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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 HOLDINGS REPORT

JONES FINANCIAL COMPANIES LLLP

Quarter ended Q3 2023 · Filed August 9, 2023 · Accession 0000950123-23-007006

Total Value
$62.73B
Positions
611
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE US AGGREGATE BOND46428722685,856,735$8.41B13.41%
2VANGUARD INDEX TR92290874452,920,520$7.52B11.99%
3VANGUARD INDEX TR92290873618,214,016$5.15B8.22%
4ISHARES TRUST CORE MSCI EAFE46432F84269,780,071$4.71B7.51%
5VANGUARD FTSE DEVELOPED92194385872,975,241$3.37B5.37%
6VANGUARD INDEX TRUST92290863716,459,805$3.34B5.32%
7VANGUARD TOTAL BD MARKET ETF92193783542,153,798$3.06B4.88%
8VANGUARD MID CAP ETF9229086299,510,711$2.09B3.34%
9ISHARES46428827333,059,811$1.95B3.11%
10ISHARES RUSSELL 10004642876227,991,213$1.95B3.11%
11ISHARES RUSSELL 1000 VALUE4642875988,637,620$1.36B2.17%
12ISHARES RUSSELL MIDCAP46428749917,914,272$1.31B2.09%
13ISHARES RUSSELL 20004642876556,791,267$1.27B2.03%
14VANGUARD INDEX TRUST9229087516,381,511$1.27B2.02%
15ISHARES S&P 500 GROWTH46428730917,773,270$1.25B2.00%
16VANGUARD FTSE ALL-WORLD EX US92204271811,319,734$1.25B1.99%
17VANGUARD INTERNATIONAL EQUITY92204277520,487,428$1.11B1.78%
18ISHARES CORE TOTAL USD BOND46434V61323,940,580$1.09B1.74%
19ISHARES MSCI EAFE FUND46428746511,454,533$830.5M1.32%
20ISHARES TR4642888858,093,486$772.2M1.23%
21ISHARES TR MSCI EAFE VALUE46428887715,513,004$759.2M1.21%
22ISHARES RUSSELL MIDCAP VALUE4642874736,877,938$755.5M1.20%
23ISHARES CORE S&P U.S. GROWTH4642876717,043,393$687.7M1.10%
24VANGUARD SMALL CAP GROWTH ETF9229085952,672,522$614.0M0.98%
25VANGUARD SMALL CAP VALUE ETF9229086113,302,314$546.2M0.87%
26ISHARES S&P 100 FUND4642871011,999,513$414.0M0.66%
27VANGUARD S&P 500 ETF922908363993,645$404.7M0.65%
28VANGUARD FTSE EMERGING MARKETS9220428589,317,907$379.1M0.60%
29ISHARES RUSSELL MIDCAP GROWTH4642874813,723,351$359.8M0.57%
30ISHARES TRUST RUSSELL 20004642876302,116,954$298.1M0.48%
31VANGUARD INDEX TR9229085121,873,818$259.3M0.41%
32ISHARES CORE INTERNATIONAL46435G6724,270,264$210.5M0.34%
33ISHARES46432F8422,556,181$172.5M0.28%
34ISHARES CORE S&P U.S VALUE4642876632,069,700$162.0M0.26%
35SSgA Funds Management IncSPY345,992$153.4M0.24%
36VANGUARD INDEX TR922908538654,528$134.7M0.21%
37VANGUARD9219464061,021,665$108.4M0.17%
38BlackRock Fund Advisors4642874991,272,780$93.0M0.15%
39VANGUARD922908363226,820$92.4M0.15%
40VANGUARD RUSSELL 2000 ETF92206C6641,205,764$91.2M0.15%
41Vanguard ETF/USA9219438581,869,521$86.3M0.14%
42iShares ETFs/USA464287226863,602$84.6M0.13%
43VANGUARD SHORT TERM BD ETF9219378271,110,500$83.9M0.13%
44ISHARES CORE S&P 500 ETF464287200187,124$83.4M0.13%
45Vanguard Group Inc/The9229077461,627,534$81.7M0.13%
46VANGUARD ETF/USA9220428581,945,779$79.2M0.13%
47VANGUARD INTER TERM BD ETF921937819942,432$70.9M0.11%
48BlackRock Fund Advisors464287507266,965$69.8M0.11%
49MICROSOFT CORPMSFT186,118$63.4M0.10%
50Apple IncAAPL325,646$63.2M0.10%
51VANGUARD DIVIDEND APPRECIATION921908844362,368$58.9M0.09%
52ISHARES/USA464288414533,470$56.9M0.09%
53BlackRock Fund Advisors464287804561,654$56.0M0.09%
54Vanguard ETF/USA922908512342,413$47.4M0.08%
55BlackRock Fund Advisors464288273784,040$46.2M0.07%
56ISHARES RUSSELL 1000 GROWTH464287614165,248$45.5M0.07%
57Vanguard ETF/USA922908629205,542$45.3M0.07%
58ISHARES NATIONAL MUNI BOND ETF464288414384,756$41.1M0.07%
59SPDR S&P 500 ETF TR UNIT SER ISPY91,070$40.4M0.06%
60ISHARES CORE S&P MID CAP ETF464287507152,069$39.8M0.06%
61ISHARES CORE S&P SMALL CAP ETF464287804374,772$37.3M0.06%
62iShares ETFs/USA464287465494,771$35.9M0.06%
63ALPHABET INCGOOG295,528$35.4M0.06%
64ISHARES RUSSELL 3000464287689128,520$32.7M0.05%
65ISHARES TRUST CORE 1-5 YEAR46432F859697,101$32.5M0.05%
66VANGUARD INDEX TRUST922908769145,636$32.1M0.05%
67ISHARES464288877640,172$31.3M0.05%
68Broadcom IncAVGO35,668$30.9M0.05%
69VANGUARD TAX EXEMPT BOND INDEX922907746596,111$29.9M0.05%
70VISA INCV121,097$28.8M0.05%
71ISHARES464287655150,937$28.3M0.05%
72Vanguard ETF/USA922908744196,041$27.9M0.04%
73Amazon.com IncAMZN211,813$27.6M0.04%
74Berkshire Hathaway IncBRK-A79,323$27.0M0.04%
75Vanguard ETF/USA92290873694,003$26.6M0.04%
76BlackRock Fund Advisors46432F834397,307$24.9M0.04%
77CHARLES SCHWAB INVESTMENT MANAGEMENT INC808524706999,730$24.6M0.04%
78Charles Schwab Investment Management Inc808524805683,399$24.4M0.04%
79ISHARES CORE DIVIDEND GROWTH46434V621467,803$24.1M0.04%
80SPDR DOW JONES INDL AVERAGE78467X10967,809$23.3M0.04%
81ISHARES TR S&P SMALLCAP464287879244,604$23.3M0.04%
82TJX Cos Inc/The872540109246,852$20.9M0.03%
83LOWE'S COS INC54866110792,692$20.9M0.03%
84ISHARES S&P 500 VALUE464287408125,479$20.2M0.03%
85JPMorgan Chase & CoVYLD137,342$20.0M0.03%
86Merck & Co IncMRK172,950$20.0M0.03%
87Abbott LaboratoriesABLZF180,886$19.7M0.03%
88BlackRock Fund Advisors46434G103379,747$18.7M0.03%
89Johnson & JohnsonJNJ112,559$18.6M0.03%
90Vanguard ETF/USA92290875189,016$17.7M0.03%
91Thermo Fisher Scientific IncTMO33,833$17.7M0.03%
92Chevron CorpCVX104,747$16.5M0.03%
93VANGUARD ETF/USA921937819218,676$16.5M0.03%
94DEERE & CODE40,591$16.4M0.03%
95Procter & Gamble Co/The742718109106,393$16.1M0.03%
96BlackRock IncBLK21,663$15.0M0.02%
97KRAFT FOODS INC609207105196,514$14.3M0.02%
98Raytheon Technologies CorpRTX144,147$14.1M0.02%
99PEPSICO INCPEP75,269$13.9M0.02%
100Vanguard Group Inc/The922042718123,513$13.6M0.02%
101Pfizer IncPFE372,003$13.6M0.02%
102Vanguard ETF/USA922042775247,941$13.5M0.02%
103Vanguard Group Inc/The921937835183,161$13.3M0.02%
104Charles Schwab Investment Management Inc808524508186,788$13.3M0.02%
105NVIDIA CorpNVDA30,020$12.7M0.02%
106SALESFORCE.COM INCCRM58,402$12.3M0.02%
107Linde PLCLIN31,865$12.1M0.02%
108TotalEnergies SETTE207,655$12.0M0.02%
109Comcast CorpCCZ277,562$11.5M0.02%
110American Tower Corp03027X10058,435$11.3M0.02%
111Medtronic PLCMDT128,373$11.3M0.02%
112GEN DYNAMICS CORPGD52,391$11.3M0.02%
113VANGUARD ETF/USA92290876949,746$11.0M0.02%
114BlackRock Fund Advisors46434V613227,617$10.3M0.02%
115ISHARES46428720023,112$10.3M0.02%
116VANGUARD INTERNATIONAL HIGH921946794162,030$10.2M0.02%
117CSX CORPCSX293,246$10.0M0.02%
118ServiceNow IncNOW17,565$9.9M0.02%
119BK OF AMERICA CORP060505104342,851$9.8M0.02%
120VANGUARD WHITEHALL92194640692,516$9.8M0.02%
121MCDONALD'S CORPMCD32,111$9.6M0.02%
122Walt Disney Co/The254687106106,134$9.5M0.02%
123Marathon Petroleum CorpMARA79,613$9.3M0.01%
124VANGUARD INTERNATIONAL921946810122,509$9.2M0.01%
125NEXTERA ENERGYNEE-PW123,482$9.2M0.01%
126UnitedHealth Group IncUNH19,016$9.1M0.01%
127ISHARES S&P MIDCAP 400 GROWTH464287606120,049$9.0M0.01%
128Booking Holdings IncBKNG3,302$8.9M0.01%
129ANALOG DEVICES INCADI45,483$8.9M0.01%
130ISHARES S&P SMALLCAP 60046428788774,927$8.6M0.01%
131STARBUCKS CORPSBUX84,234$8.3M0.01%
132Lockheed Martin CorpLMT17,996$8.3M0.01%
133Adobe IncADBE16,911$8.3M0.01%
134BlackRock Fund Advisors46428888583,917$8.0M0.01%
135DUKE ENERGY CORPDUKB84,781$7.6M0.01%
136SCHWAB US AGGREGATE BOND808524839159,510$7.4M0.01%
137FMC CorpFMC69,541$7.3M0.01%
138ISHARES RUSSELL 2000 GROWTH46428764828,988$7.0M0.01%
139Honeywell International Inc43851610633,663$7.0M0.01%
140SSGA Funds Management Inc78464A76356,364$6.9M0.01%
141ISHARES S&P MIDCAP 400 VALUE46428770563,736$6.8M0.01%
142Allstate Corp/TheALL-PJ62,405$6.8M0.01%
143ISHARES/USA46428761424,198$6.7M0.01%
144Charles Schwab Investment Management Inc808524201124,948$6.5M0.01%
145Charles Schwab Investment Management Inc808524607148,342$6.5M0.01%
146ISHARES TRUST HIGH DIVIDEND46429B66362,938$6.3M0.01%
147SCHWAB INTERNATIONAL808524805175,016$6.2M0.01%
148Vanguard Group Inc/The92206C706105,947$6.2M0.01%
149SPDR INDEX SHS FDS78463X749149,146$6.1M0.01%
150VANGUARD TOTAL INTERNATIONAL92203J407124,160$6.1M0.01%
151VANGUARD GROUP92193782778,109$5.9M0.01%
152GENERAL MILLS INC37033410476,032$5.8M0.01%
153FACEBOOK INCMETA20,227$5.8M0.01%
154VANGUARD WORLD FD92191073369,897$5.5M0.01%
155ISHARES TRUST CORE MSCI46432F83487,337$5.5M0.01%
156AbbVie IncABBV38,401$5.2M0.01%
157ISHARES ESG AWARE MSCI EAFE46435G51668,275$5.0M0.01%
158Costco Wholesale Corp22160K1059,179$4.9M0.01%
159FISERV INCFISV38,047$4.8M0.01%
160ISHARES CORE S&P TOTAL U S STK46428715047,864$4.7M0.01%
161ORACLE CORPORCL-PD39,037$4.6M0.01%
162Novartis AGNVSEF45,625$4.6M0.01%
163ISHARES CORE MSCI46434G10392,495$4.6M0.01%
164SCHWAB STRATEGIC TR808524847233,431$4.6M0.01%
165ISHARES46428730962,807$4.4M0.01%
166Charles Schwab Investment Management Inc808524888124,223$4.2M0.01%
167ISHARES TR ESG ADVANCED TOTAL46436E61996,315$4.1M0.01%
168iShares ETFs/USA46428767139,777$3.9M0.01%
169Truist Financial Corp89832Q109125,742$3.8M0.01%
170SPDR PORTFOLIO AGGREGATE BOND78464A649149,167$3.8M0.01%
171SELECT SECTOR SPDR81369Y80321,545$3.7M0.01%
172Eli Lilly & CoLLY7,932$3.7M0.01%
173Union Pacific CorpUNP17,960$3.7M0.01%
174Fortis Inc/CanadaFTRSF82,702$3.6M0.01%
175BlackRock Fund Advisors46428770531,903$3.4M0.01%
176SCHWAB EMERGING MARKETS808524706136,483$3.4M0.01%
177Exxon Mobil CorpXOM31,146$3.3M0.01%
178BlackRock Fund Advisors46428747330,052$3.3M0.01%
179ISHARES 5-10 YR INVESTMENT46428863864,775$3.3M0.01%
180PayPal Holdings IncPYPL48,312$3.2M0.01%
181Pfizer IncZTS18,501$3.2M0.01%
182Accenture PLCACN10,224$3.2M0.01%
183ISHARES TRUST46428759819,975$3.2M0.01%
184ILLINOIS TOOL WKS45230810912,475$3.1M0.00%
185Walmart IncWMT19,846$3.1M0.00%
186Activision Blizzard Inc00507V10934,879$2.9M0.00%
187VANGUARD EXTENDED MARKET92290865219,523$2.9M0.00%
188Alliant Energy CorpLNT54,743$2.9M0.00%
189Vanguard ETF/USA92204A7026,491$2.9M0.00%
190VANGUARD ETF/USA92190884417,374$2.8M0.00%
191SCHWAB INTERNATIONAL80852488883,341$2.8M0.00%
192Vanguard Group Inc/The92290863713,873$2.8M0.00%
193SCHWAB US LARGE CAP80852420153,086$2.8M0.00%
194Fortinet IncFTNT36,417$2.8M0.00%
195Vanguard ETF/USA92290853813,313$2.7M0.00%
196Home Depot Inc/TheHD8,029$2.5M0.00%
197ISHARES46428740815,241$2.5M0.00%
198VANGUARD ETF/USA92290861114,761$2.4M0.00%
199VANGUARD INTERMEDIATE TERM92206C87030,237$2.4M0.00%
200PHILIP MORRIS INTL71817210923,522$2.3M0.00%
201BlackRock Fund Advisors46428748123,453$2.3M0.00%
202WISDOMTREE US MIDCAP DIVIDENDWT53,883$2.3M0.00%
203EMERSON ELECTRICEMR24,445$2.2M0.00%
204INTL BUSINESS MCHNINTR16,059$2.1M0.00%
205VANGUARD WORLD FD92191072539,410$2.1M0.00%
206ISHARES BROAD USD HIGH YIELD46435U85359,187$2.1M0.00%
207ISHARES ESG AWARE MSCI EM46434G86363,868$2.0M0.00%
208DIAGEODGEAF11,601$2.0M0.00%
209VERIZON COMMUNVZ54,017$2.0M0.00%
210VANGUARD INTL EQUITY INDEX FDS92204274220,227$2.0M0.00%
211ESTEE LAUDER COS5184391049,667$1.9M0.00%
212SCHWAB STRATEGIC TR80852450826,098$1.9M0.00%
213Prologis IncPLDGP14,685$1.8M0.00%
214Vanguard ETF/USA9229085957,658$1.8M0.00%
215Vanguard ETF/USA92194679427,334$1.7M0.00%
216ISHARES TR46435U54934,875$1.6M0.00%
217PNC Financial Services Group I69347510512,789$1.6M0.00%
218Citigroup IncC-PR34,717$1.6M0.00%
219AMER EXPRESS COAXP8,791$1.5M0.00%
220SCHWAB US SMALL-CAP80852460733,715$1.5M0.00%
221VANGUARD ETF/USA92204A88413,388$1.4M0.00%
222ISHARES4642871016,830$1.4M0.00%
223CISCO SYSTEMSCSCO27,147$1.4M0.00%
224ISHARES46428787914,423$1.4M0.00%
225ISHARES INTERNATIONAL TREASURY46428811733,144$1.3M0.00%
226Coca-Cola Co/TheKO21,738$1.3M0.00%
227BlackRock Fund Advisors46428766316,658$1.3M0.00%
228VANGUARD RUSSELL 1000 ETF92206C7306,460$1.3M0.00%
229SPDR S&P 600 SMALL CAP GROWTH78464A20116,901$1.3M0.00%
230Charles Schwab Investment Management Inc80852483927,831$1.3M0.00%
231WISDOMTREE SMALLCAP DIV ETFWT44,458$1.3M0.00%
232SCHWAB INTERMEDIATE TERM US80852485424,843$1.2M0.00%
233iShares ETFs/USA46428828113,793$1.2M0.00%
234BlackRock Fund Advisors46428760615,669$1.2M0.00%
235SELECT SECTOR SPDR81369Y4076,716$1.1M0.00%
236TEXAS INSTRUMENTS8825081046,331$1.1M0.00%
237SCHWAB US BROAD MARKET80852410221,966$1.1M0.00%
238BP PLCBPPFF31,678$1.1M0.00%
239ENBRIDGE INCENNPF29,545$1.1M0.00%
240SSgA Funds Management Inc78464A83914,722$1.0M0.00%
241American Water Works Co Inc0304201036,992$998,1080.00%
242Jacobs Solutions IncJ8,174$971,8070.00%
243NUSHARES ETF TRNU24,409$952,6830.00%
244Alphabet IncGOOG7,787$941,9930.00%
245VANGUARD INTERMEDIATE-TERM92206C70616,042$941,0240.00%
246SPDR S&P 400 MID CAP VALUE ETF78464A83913,608$935,9580.00%
247Invesco Capital Management LLCIVZ2,456$907,2960.00%
248NUSHARES ETF TRNU30,412$901,1080.00%
249ISHARES TRUST46429B6638,293$835,8510.00%
250ISHARES TR46435U66323,352$829,4630.00%
251Check Point Software TechnologM224651046,588$827,5850.00%
252SELECT SECTOR SPDR81369Y60524,461$824,5800.00%
253BRISTOL-MYRS SQUIBCELG-RI12,771$816,7050.00%
254ISHARES/USA4642878876,954$799,2230.00%
255MASTERCARD INCMA2,022$795,2530.00%
256ISHARES4642882819,114$788,7260.00%
257iShares ETFs/USA46434V62115,216$784,0800.00%
258SPDR S&P 400 MID CAP GROWTH78464A82110,873$779,0500.00%
259SPDR S&P 600 SMALL CAP VALUE78464A3009,725$750,6730.00%
260NUSHARES ETF TRNU20,120$744,2390.00%
261BlackRock Fund Advisors4642871507,451$729,0060.00%
262SPDR BLOOMBERG INTL TREASURY78464A51631,026$699,6360.00%
263CVS Health CorpCVS9,703$670,7680.00%
264Target CorpTGT5,040$664,7760.00%
265Stryker CorpSYK2,173$662,9610.00%
266WELLS FARGO & CO94974610115,232$650,1020.00%
267CONOCOPHILLIPSCOP6,274$650,0490.00%
268State Street CorpSTT-PG8,827$645,9600.00%
269SELECT SECTOR SPDR81369Y2094,851$643,8730.00%
270SOUTHWEST AIRLINES84474110817,637$638,6360.00%
271Caterpillar IncCAT2,516$619,0620.00%
272BOEING COBA-PA2,902$612,7860.00%
2733M CoMMM6,032$603,7430.00%
274UTD PARCEL SERVUPS3,297$590,9870.00%
275Aflac IncAFL8,317$580,5270.00%
276MORGAN STANLEYMS-PQ6,634$566,5440.00%
277Dollar General Corp2566771053,282$557,2180.00%
278BlackRock Fund Advisors46432F85911,622$542,0500.00%
279NIKE INCNKE4,851$535,4050.00%
280BlackRock Fund Advisors4642876482,194$532,3960.00%
281Tesla IncTSLA2,012$526,6810.00%
282VANGUARD92204A4056,386$518,7990.00%
283AT&T INCT-PC31,445$501,5480.00%
284Amgen IncAMGN2,164$480,4510.00%
285KELLOGG COBEKE7,095$478,2030.00%
286Vanguard ETF/USA92204A5041,893$463,4440.00%
287ISHARES GLOBAL REIT ETF46434V64720,008$459,5840.00%
288WISDOMTREE ASSET MANAGEMENT INCWT10,905$458,5550.00%
289Valero Energy CorpVLO3,698$433,7750.00%
290TRACTOR SUPPLY COTSCO1,950$431,1450.00%
291WELLTOWER INC COMWELL5,317$430,0920.00%
292Vanguard Group Inc/The92206C7719,162$421,3600.00%
293iShares ETFs/USA4642885884,500$419,6930.00%
294AUTOMATIC DATA PROCESSINGADP1,804$396,5010.00%
295BlackRock Fund Advisors4642876221,620$394,8590.00%
296BlackRock Fund Advisors4642876891,533$390,1180.00%
297Norfolk Southern Corp6558441081,684$381,8640.00%
298DOMINION RES(VIR)D7,267$376,3580.00%
299Sysco CorpSYY5,014$372,0390.00%
300FEDEX CORPFDX1,491$369,6190.00%
301VANGUARD EMERGING MKT GOVT9219468855,802$361,2910.00%
302Vanguard ETF/USA92204A1081,252$354,5660.00%
303General Electric Co3696043013,225$354,2660.00%
304Corteva IncCTVA6,156$352,7390.00%
305STATE STREET ETF/USA78464A64913,695$347,4420.00%
306Cigna Group/The1255231001,230$345,1380.00%
307COLGATE-PALMOLIVECL4,418$340,3630.00%
308HERSHEY CO (THE)HSY1,291$322,3630.00%
309ALTRIA GROUP INCMO6,793$307,7230.00%
310O'Reilly Automotive Inc67103H107317$302,8300.00%
311WISDOMTREE ASSET MANAGEMENT INCWT10,464$301,2590.00%
312ZIMMER HLDGS INCZBH2,057$299,4990.00%
313Intel CorpINTC8,655$289,4230.00%
314State Street Global Advisors Inc81369Y7042,670$286,5440.00%
315SPDR DOW JONES IND78467X109830$285,3960.00%
316US BancorpUSB-PS8,565$282,9880.00%
317Southern Co/TheSOMN3,961$278,2600.00%
318Capital One Financial Corp14040H1052,530$276,7060.00%
319Vanguard ETF/USA9229085533,301$275,8320.00%
320PARKER-HANNIFINPH705$274,9780.00%
321Xcel Energy IncXELLL4,411$274,2320.00%
322REALTY INCOME CORPO4,566$273,0010.00%
323Charles Schwab Investment Management Inc8085243003,574$267,8710.00%
324CHARLES SCHWAB INVESTMENT MANAGEMENT INC8085247973,685$267,6050.00%
325ONEOK IncOKE4,303$265,5810.00%
326Snap-on IncSNA887$255,6250.00%
327SELECT SECTOR SPDR81369Y5063,110$252,4390.00%
328KIMBERLY-CLARK CPKMB1,771$244,5040.00%
329ISHARES4642876301,621$228,2370.00%
330VF CorpVFC11,952$228,1640.00%
331American Electric Power Co Inc0255371012,682$225,8240.00%
332BECTON DICKINSONBDX848$223,8800.00%
333AMETEK IncAME1,351$218,7000.00%
334WEC Energy Group IncWEC2,468$217,7760.00%
335OMNICOM GROUP INCOMC2,264$215,4200.00%
336Regions Financial CorpRF-PF11,686$208,2450.00%
337CARRIER GLOBAL CORPCARR4,100$203,8110.00%
338Johnson Controls InternationalG515021052,983$203,2620.00%
339Public StoragePSA-PS679$198,1870.00%
340BCE IncBCPPF4,337$197,7240.00%
341Phillips 66PSX2,059$196,3870.00%
342WisdomTree Asset Management IncWT2,900$193,3140.00%
343Ulta Beauty IncULTA404$190,1200.00%
344Danaher Corp235851102788$189,1200.00%
345Amphenol Corp0320951012,126$180,6040.00%
346Trimble IncTRMB3,403$180,1550.00%
347Shell PLCRYDAF2,773$167,4340.00%
348Essential Utilities Inc29670G1024,142$165,3070.00%
349FORD MOTOR CO34537086010,900$164,9170.00%
350PROGRESSIVE CP(OH)7433151031,210$160,1680.00%
351Dow IncDOW2,968$158,0760.00%
352Walgreens Boots Alliance Inc9314271085,457$155,4700.00%
353Tapestry IncTPR3,625$155,1500.00%
354MCKESSON CORPMCK341$145,7130.00%
355ROPER INDUSTRIES INCROP290$139,4320.00%
356SELECT SECTOR SPDR81369Y3081,864$138,2530.00%
357SELECT SECTOR SPDR81369Y1001,663$137,8130.00%
358GOLDMAN SACHS GRPGSCE426$137,4020.00%
359NXP Semiconductors NVNXPI669$136,9310.00%
360Charles Schwab Corp/TheSCHW-PJ2,388$135,3520.00%
361APPLIED MATERIALS038222105925$133,7000.00%
362Kraft Heinz Co/TheKHC3,679$130,6050.00%
363DuPont de Nemours IncDD1,813$129,5210.00%
364AMEREN CORPAEE1,565$127,8140.00%
365ISHARES GOLD TRUSTIAU3,506$127,5830.00%
366ECOLAB INCECL683$127,5090.00%
367MDU RES GROUP INC5526901095,968$124,9700.00%
368Palo Alto Networks IncPANW478$122,1340.00%
369iShares ETFs/USA46435U8533,452$121,8560.00%
370Vanguard ETF/USA9219468101,600$120,1440.00%
371Dimensional ETF Trust25434V7243,444$118,8180.00%
372Eversource EnergyES1,649$116,9470.00%
3735TH THIRD BANCORPFITBM4,455$116,7660.00%
374HCA Healthcare IncHCA379$115,0190.00%
375Intuit IncINTU250$114,5480.00%
376QUALCOMM IncQCOM961$114,3970.00%
377Nutrien LtdNTR1,858$109,7150.00%
378First Trust Advisors LP3373441051,019$108,9310.00%
379Church & Dwight Co IncCHD1,080$108,2480.00%
380MANULIFE FINL CORP56501R1065,662$107,0680.00%
381BAXTER INTL INC0718131092,329$106,1090.00%
382NETFLIX INCNFLX239$105,2770.00%
383Sherwin-Williams Co/TheSHW396$105,1460.00%
384BlackRock Fund Advisors4642885701,205$101,4250.00%
385CDN NATL RAILWAYS136375102832$100,7300.00%
386First Trust ETFs/USA33733E7082,295$96,7900.00%
387Elevance Health IncELV216$95,9670.00%
388CHENIERE ENERGY INLNG623$94,9200.00%
389Digital Realty Trust Inc253868103832$94,7400.00%
390CUMMINS INCCMI376$92,1800.00%
391Invesco Capital Management LLCIVZ591$88,4370.00%
392Evergy IncEVRG1,509$88,1560.00%
393CHUBB LIMITED COMCB451$86,8450.00%
394Old National Bancorp/IN6800331076,201$86,4420.00%
395United Community Banks Inc/GAUNTCW3,450$86,2160.00%
396Invesco Capital Management LLCIVZ1,494$84,2470.00%
397General Motors Co37045V1002,184$84,2150.00%
398GE HealthCare Technologies IncGEHC1,021$82,9460.00%
399BlackRock Fund Advisors46435G6721,672$82,4130.00%
400Keysight Technologies IncKEYS492$82,3850.00%
401Fastenal CoFAST1,363$80,4030.00%
402T-Mobile US IncTMUSZ573$79,5900.00%
403Spire IncSRJN1,227$77,8410.00%
404SELECT SECTOR SPDR81369Y8861,185$77,5460.00%
405ISHARES4642885211,479$76,0350.00%
406Clorox Co/TheCLX473$75,2260.00%
407Dover CorpDOV500$73,8250.00%
408WASTE MANAGEMENT94106L109423$73,3570.00%
409AstraZeneca PLCAZN1,010$72,2860.00%
410DR HORTON INC23331A109592$72,0400.00%
411Atmos Energy CorpATO619$72,0140.00%
412Gilead Sciences IncGILD928$71,5210.00%
413EQUINIX INCEQIX90$70,5550.00%
414ISHARES464287721643$70,0030.00%
415Dimensional ETF Trust25434V6091,434$66,5230.00%
416CONAGRA FOODS INCCAG1,963$66,1920.00%
417ISHARES TRUST4642882243,594$66,1300.00%
418DISCOVER FINL SVCS254709108564$65,9030.00%
419CINTAS CORPCTAS130$64,6200.00%
420S&P Global IncSPGI161$64,5430.00%
421BlackRock Fund Advisors4642881171,607$63,6210.00%
422LPL FINL HLDGS INC50212V100292$63,4900.00%
423Hormel Foods CorpHRL1,562$62,8240.00%
424MOODYS CORPMCO179$62,2420.00%
425EXELON CORPEXC1,524$62,0880.00%
426ALPS Advisors Inc00162Q205591$61,6770.00%
427NORTHROP GRUMMANNOC135$61,5330.00%
428Equity ResidentialEQR920$60,6920.00%
429CDW Corp/DECDW329$60,3720.00%
430Anheuser-Busch InBev SA/NVBUDFF1,027$58,2510.00%
431Vanguard Group Inc/The92206C664752$56,8660.00%
432SYNCHRONY FINANCIALSYF-PB1,665$56,4770.00%
433First Trust Advisors LP33734H1061,386$55,5650.00%
434WW Grainger Inc38480210469$54,4130.00%
435EOG Resources IncEOG470$53,7870.00%
436Shockwave Medical Inc82489T104185$52,8010.00%
437Warner Bros Discovery IncWBD4,161$52,1790.00%
438STATE STREET ETF/USAMDY108$51,7220.00%
439iShares ETFs/USA46434G764988$51,3560.00%
440Dimensional ETF Trust25434V7732,237$51,0480.00%
441OGE Energy CorpOGE1,417$50,8840.00%
442Dimensional ETF Trust25434V8151,957$50,2950.00%
443Consolidated Edison IncED550$49,7200.00%
444MOLSON COORS BREWING COTAP-A738$48,5900.00%
445Etsy IncETSY570$48,2280.00%
446Williams Cos Inc/The9694571001,430$46,6610.00%
447TRAVELERS CO INCTRV267$46,3670.00%
448YUM BRANDS INCYUM323$44,7520.00%
449CME Group IncCME235$43,5430.00%
450Kinder Morgan IncEP-PC2,492$42,9120.00%
451HP IncHPQ1,375$42,2260.00%
452COGNIZANT TECHNOLOCTSH643$41,9750.00%
453Old Dominion Freight Line IncODFL109$40,3030.00%
454Invesco Capital Management LLCIVZ637$40,0100.00%
455Entergy CorpENO389$37,8770.00%
456First Trust Advisors LP33738D309836$37,8710.00%
457Edwards Lifesciences CorpEW394$37,1660.00%
458Air Products and Chemicals IncAIIR123$36,8420.00%
459Garmin LtdGRMN353$36,8140.00%
460SUNCOR ENERGY INCSU1,195$35,0370.00%
461American States Water Co029899101400$34,8000.00%
462BROADRIDGE FIN SOL11133T103210$34,7820.00%
463MARSH & MCLENNAN571748102184$34,6070.00%
464TSMC874039100333$33,6060.00%
465KROGERKR697$32,7590.00%
466Public Service Enterprise Grou744573106522$32,6820.00%
467Sprouts Farmers Market Inc85208M102859$31,5510.00%
468ISHARES ETFS/USA46435G516425$30,9950.00%
469AXON ENTERPRISE INCAXON153$29,8530.00%
470Trane Technologies PLCTT156$29,8370.00%
471Quanta Services Inc74762E102150$29,4680.00%
472Energy Transfer LPET-PI2,309$29,3240.00%
473GSK PLCGLAXF818$29,1540.00%
474Magna International Inc559222401503$28,3890.00%
475Nuveen Closed-End Funds/USANU3,261$28,3710.00%
476American Century ETF Trust025072877363$28,1720.00%
477MCCORMICK & CO INCMKC-V319$27,8260.00%
478Constellation Energy CorpCEG300$27,4650.00%
479United Rentals IncURI61$27,1680.00%
480ISHARES464287739313$27,0870.00%
481Hartford Financial Services GrHIG-PG375$27,0080.00%
482EDISON INTERNATIONAL281020107385$26,7380.00%
483BANK OF AMERICA CORP06050568222$25,7800.00%
484AMERICAN CENTY ETF TR AVANTIS025072604476$25,6140.00%
485MOTOROLA INCMSI86$25,2220.00%
486MetLife IncMET-PF444$25,0990.00%
487Fomento Economico Mexicano SAB344419106225$24,9390.00%
488KONTOOR BRANDS INC COM NPV WIKTB589$24,7970.00%
489Vanguard ETF/USA92204A207123$23,9170.00%
490DIMENSIONAL ETF TR25434V7731,042$23,7780.00%
491ONE Gas IncOGS300$23,0430.00%
492SSGA Funds Management78463X749556$22,8350.00%
493Airbnb IncABNB173$22,1720.00%
494TORONTO-DOMINIONTORO356$22,0760.00%
495ASML HOLDING NVASMLF30$21,7430.00%
496VANGUARD ETF/USA92206C870275$21,7330.00%
497Universal Display CorpOLED150$21,6200.00%
498Crown Castle IncCCI189$21,5350.00%
499PPL CORPPPLC790$20,9030.00%
500Ross Stores IncROST186$20,8560.00%