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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 Q4 2023 · Filed November 14, 2023 · Accession 0000950123-23-011003

Total Value
$60.82B
Positions
772
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE US AGGREGATE BOND46428722688,366,597$8.31B13.66%
2VANGUARD INDEX TR92290874453,503,252$7.38B12.13%
3VANGUARD INDEX TR92290873617,842,574$4.86B7.99%
4ISHARES TRUST CORE MSCI EAFE46432F84270,656,516$4.55B7.48%
5VANGUARD FTSE DEVELOPED92194385874,352,371$3.25B5.34%
6VANGUARD INDEX TRUST92290863716,505,828$3.23B5.31%
7VANGUARD TOTAL BD MARKET ETF92193783542,471,437$2.96B4.87%
8VANGUARD MID CAP ETF9229086299,645,520$2.01B3.30%
9ISHARES RUSSELL 10004642876228,148,957$1.91B3.15%
10ISHARES46428827333,503,152$1.89B3.11%
11ISHARES RUSSELL 1000 VALUE4642875988,715,465$1.32B2.18%
12ISHARES RUSSELL MIDCAP46428749918,422,079$1.28B2.10%
13ISHARES RUSSELL 20004642876556,957,519$1.23B2.02%
14ISHARES S&P 500 GROWTH46428730917,911,591$1.23B2.01%
15VANGUARD INDEX TRUST9229087516,426,464$1.22B2.00%
16VANGUARD FTSE ALL-WORLD EX US92204271811,432,933$1.21B2.00%
17VANGUARD INTERNATIONAL EQUITY92204277520,854,392$1.08B1.78%
18ISHARES CORE TOTAL USD BOND46434V61324,597,048$1.08B1.77%
19ISHARES MSCI EAFE FUND46428746511,188,612$771.1M1.27%
20ISHARES TR MSCI EAFE VALUE46428887715,492,291$758.0M1.25%
21ISHARES RUSSELL MIDCAP VALUE4642874737,150,532$746.1M1.23%
22ISHARES TR4642888858,171,296$705.2M1.16%
23ISHARES CORE S&P U.S. GROWTH4642876717,218,821$684.6M1.13%
24VANGUARD SMALL CAP GROWTH ETF9229085952,619,810$561.1M0.92%
25VANGUARD SMALL CAP VALUE ETF9229086113,263,146$520.4M0.86%
26VANGUARD S&P 500 ETF922908363997,165$391.6M0.64%
27ISHARES S&P 100 FUND4642871011,926,724$386.6M0.64%
28VANGUARD FTSE EMERGING MARKETS9220428589,543,449$374.2M0.62%
29ISHARES RUSSELL MIDCAP GROWTH4642874813,799,359$347.1M0.57%
30ISHARES TRUST RUSSELL 20004642876302,174,093$294.7M0.48%
31VANGUARD INDEX TR9229085121,866,168$244.4M0.40%
32ISHARES CORE INTERNATIONAL46435G6724,373,593$213.3M0.35%
33ISHARES CORE S&P U.S VALUE4642876632,367,209$176.6M0.29%
34ISHARES46432F8422,575,365$165.7M0.27%
35State Street ETF/USASPY337,092$144.1M0.24%
36VANGUARD INDEX TR922908538641,968$125.0M0.21%
37VANGUARD9219464061,008,172$104.2M0.17%
38VANGUARD RUSSELL 2000 ETF92206C6641,439,609$102.8M0.17%
39BlackRock Fund Advisors4642874991,282,298$88.8M0.15%
40VANGUARD922908363225,956$88.7M0.15%
41iShares ETFs/USA464287226905,479$85.2M0.14%
42ISHARES CORE S&P 500 ETF464287200193,773$83.2M0.14%
43Vanguard ETF/USA9219438581,834,007$80.2M0.13%
44Vanguard Group Inc/The9229077461,647,587$79.2M0.13%
45VANGUARD SHORT TERM BD ETF9219378271,034,883$77.8M0.13%
46VANGUARD ETF/USA9220428581,895,120$74.3M0.12%
47VANGUARD INTER TERM BD ETF921937819953,071$68.9M0.11%
48BlackRock Fund Advisors464287507254,352$63.4M0.10%
49MICROSOFT CORPMSFT182,160$57.5M0.09%
50VANGUARD DIVIDEND APPRECIATION921908844367,072$57.0M0.09%
51Apple IncAAPL324,990$55.6M0.09%
52BlackRock Fund Advisors464287804569,467$53.7M0.09%
53ISHARES/USA464288414512,830$52.6M0.09%
54BlackRock Fund Advisors464288273860,556$48.6M0.08%
55ISHARES RUSSELL 1000 GROWTH464287614168,383$44.8M0.07%
56Vanguard ETF/USA922908512334,260$43.8M0.07%
57Vanguard ETF/USA922908629205,602$42.8M0.07%
58ISHARES NATIONAL MUNI BOND ETF464288414401,894$41.2M0.07%
59SPDR S&P 500 ETF TR UNIT SER ISPY96,398$41.2M0.07%
60ISHARES CORE S&P MID CAP ETF464287507163,437$40.8M0.07%
61ALPHABET INCGOOG285,815$37.4M0.06%
62ISHARES CORE S&P SMALL CAP ETF464287804388,040$36.6M0.06%
63BlackRock Fund Advisors464287465486,478$33.5M0.06%
64VANGUARD INDEX TRUST922908769150,054$31.9M0.05%
65ISHARES RUSSELL 3000464287689126,630$31.0M0.05%
66ISHARES464288877631,728$30.9M0.05%
67VANGUARD TAX EXEMPT BOND INDEX922907746632,353$30.4M0.05%
68ISHARES CORE DIVIDEND GROWTH46434V621593,017$29.4M0.05%
69ISHARES TRUST CORE 1-5 YEAR46432F859631,611$29.3M0.05%
70Broadcom IncAVGO32,637$27.1M0.04%
71Vanguard ETF/USA922908744196,337$27.1M0.04%
72Berkshire Hathaway IncBRK-A76,229$26.7M0.04%
73Amazon.com IncAMZN209,125$26.6M0.04%
74VISA INCV114,993$26.4M0.04%
75ISHARES464287655149,473$26.4M0.04%
76Vanguard ETF/USA92290873694,312$25.7M0.04%
77Charles Schwab Investment Management Inc808524805691,658$23.5M0.04%
78CHARLES SCHWAB INVESTMENT MANAGEMENT INC808524706955,592$22.9M0.04%
79SPDR DOW JONES INDL AVERAGE78467X10967,588$22.6M0.04%
80ISHARES TR S&P SMALLCAP464287879238,864$21.3M0.04%
81BlackRock Fund Advisors46432F834347,445$20.8M0.03%
82TJX Cos Inc/The872540109233,404$20.7M0.03%
83ISHARES S&P 500 VALUE464287408124,005$19.1M0.03%
84JPMorgan Chase & CoVYLD129,281$18.7M0.03%
85LOWE'S COS INC54866110788,036$18.3M0.03%
86BlackRock Fund Advisors46434G103374,245$17.8M0.03%
87Merck & Co IncMRK171,226$17.6M0.03%
88Abbott LaboratoriesABLZF179,128$17.3M0.03%
89Johnson & JohnsonJNJ109,430$17.0M0.03%
90Chevron CorpCVX100,610$17.0M0.03%
91Thermo Fisher Scientific IncTMO32,949$16.7M0.03%
92Vanguard ETF/USA92290875184,923$16.1M0.03%
93Procter & Gamble Co/The742718109103,724$15.1M0.02%
94VANGUARD ETF/USA921937819206,258$14.9M0.02%
95DEERE & CODE39,210$14.8M0.02%
96NVIDIA CorpNVDA33,754$14.7M0.02%
97Vanguard Group Inc/The922042718129,959$13.8M0.02%
98TotalEnergies SETTE208,592$13.7M0.02%
99BlackRock IncBLK20,491$13.2M0.02%
100KRAFT FOODS INC609207105190,306$13.2M0.02%
101Vanguard ETF/USA922042775243,117$12.6M0.02%
102Pfizer IncPFE378,775$12.6M0.02%
103Vanguard Group Inc/The921937835180,033$12.6M0.02%
104PEPSICO INCPEP72,209$12.2M0.02%
105Comcast CorpCCZ274,993$12.2M0.02%
106Charles Schwab Investment Management Inc808524508180,045$12.2M0.02%
107VANGUARD INTERNATIONAL HIGH921946794187,333$11.6M0.02%
108Marathon Petroleum CorpMARA75,483$11.4M0.02%
109Linde PLCLIN30,291$11.3M0.02%
110SALESFORCE.COM INCCRM55,069$11.2M0.02%
111RTX CorpRTX142,399$10.2M0.02%
112VANGUARD INTERNATIONAL921946810142,088$10.1M0.02%
113VANGUARD ETF/USA92290876947,444$10.1M0.02%
114American Tower Corp03027X10061,158$10.1M0.02%
115BlackRock Fund Advisors46434V613228,860$10.0M0.02%
116Medtronic PLCMDT127,355$10.0M0.02%
117UnitedHealth Group IncUNH19,752$10.0M0.02%
118ServiceNow IncNOW17,616$9.8M0.02%
119Booking Holdings IncBKNG3,143$9.7M0.02%
120ISHARES46428720022,151$9.5M0.02%
121VANGUARD WHITEHALL92194640685,956$8.9M0.01%
122CSX CORPCSX281,854$8.7M0.01%
123BK OF AMERICA CORP060505104314,446$8.6M0.01%
124ISHARES S&P MIDCAP 400 GROWTH464287606118,989$8.6M0.01%
125Walt Disney Co/The254687106105,004$8.5M0.01%
126FACEBOOK INCMETA27,331$8.2M0.01%
127ISHARES S&P SMALLCAP 60046428788774,767$8.2M0.01%
128SCHWAB US AGGREGATE BOND808524839181,119$8.0M0.01%
129MCDONALD'S CORPMCD30,402$8.0M0.01%
130STARBUCKS CORPSBUX85,245$7.8M0.01%
131Adobe IncADBE15,000$7.6M0.01%
132DUKE ENERGY CORPDUKB86,374$7.6M0.01%
133Lockheed Martin CorpLMT18,445$7.5M0.01%
134ANALOG DEVICES INCADI40,997$7.2M0.01%
135NEXTERA ENERGYNEE-PW122,557$7.0M0.01%
136GEN DYNAMICS CORPGD31,569$7.0M0.01%
137Allstate Corp/TheALL-PJ62,603$7.0M0.01%
138SCHWAB INTERNATIONAL808524805203,107$6.9M0.01%
139ISHARES S&P MIDCAP 400 VALUE46428770566,106$6.7M0.01%
140ISHARES RUSSELL 2000 GROWTH46428764829,620$6.6M0.01%
141ISHARES/USA46428761424,814$6.6M0.01%
142BlackRock Fund Advisors46428888576,326$6.6M0.01%
143VANGUARD TOTAL INTERNATIONAL92203J407137,556$6.6M0.01%
144ISHARES TRUST HIGH DIVIDEND46429B66366,315$6.6M0.01%
145Charles Schwab Investment Management Inc808524201124,751$6.3M0.01%
146SSGA Funds Management Inc78464A76353,334$6.1M0.01%
147ISHARES TRUST CORE MSCI46432F83499,502$6.0M0.01%
148ISHARES CORE S&P TOTAL U S STK46428715063,199$6.0M0.01%
149VANGUARD GROUP92193782777,865$5.9M0.01%
150Vanguard Group Inc/The92206C706101,639$5.8M0.01%
151Honeywell International Inc43851610630,635$5.7M0.01%
152Charles Schwab Investment Management Inc808524607135,117$5.6M0.01%
153SPDR INDEX SHS FDS78463X749144,033$5.5M0.01%
154VANGUARD WORLD FD92191073373,040$5.5M0.01%
155Costco Wholesale Corp22160K1059,489$5.4M0.01%
156ORACLE CORPORCL-PD49,785$5.3M0.01%
157ISHARES ESG AWARE MSCI EAFE46435G51674,327$5.1M0.01%
158FISERV INCFISV42,474$4.8M0.01%
159ISHARES CORE MSCI46434G10399,665$4.7M0.01%
160FMC CorpFMC70,184$4.7M0.01%
161Accenture PLCACN14,989$4.6M0.01%
162SOUTHWEST AIRLINES844741108165,154$4.5M0.01%
163AbbVie IncABBV29,426$4.4M0.01%
164ISHARES 5-10 YR INVESTMENT46428863889,726$4.4M0.01%
165ISHARES46428730962,894$4.3M0.01%
166SPDR PORTFOLIO AGGREGATE BOND78464A649174,484$4.2M0.01%
167ISHARES TR ESG ADVANCED TOTAL46436E619103,362$4.2M0.01%
168Novartis AGNVSEF40,800$4.2M0.01%
169Charles Schwab Investment Management Inc808524888128,538$4.1M0.01%
170Pfizer IncZTS23,189$4.0M0.01%
171SCHWAB STRATEGIC TR808524847224,346$4.0M0.01%
172Eli Lilly & CoLLY7,057$3.8M0.01%
173SCHWAB US LARGE CAP80852420174,627$3.8M0.01%
174BlackRock Fund Advisors46428767139,236$3.7M0.01%
175GENERAL MILLS INC37033410457,259$3.7M0.01%
176Exxon Mobil CorpXOM30,587$3.6M0.01%
177Fortinet IncFTNT60,968$3.6M0.01%
178Union Pacific CorpUNP17,098$3.5M0.01%
179SCHWAB EMERGING MARKETS808524706143,025$3.4M0.01%
180VANGUARD EXTENDED MARKET92290865223,313$3.3M0.01%
181SELECT SECTOR SPDR81369Y80319,786$3.2M0.01%
182BlackRock Fund Advisors46428770531,617$3.2M0.01%
183Alliant Energy CorpLNT65,119$3.2M0.01%
184SCHWAB INTERNATIONAL80852488896,401$3.1M0.01%
185ISHARES TRUST46428759819,782$3.0M0.00%
186VANGUARD INTERMEDIATE TERM92206C87039,049$3.0M0.00%
187BlackRock Fund Advisors46428747326,736$2.8M0.00%
188VANGUARD ETF/USA92190884417,433$2.7M0.00%
189Home Depot Inc/TheHD8,929$2.7M0.00%
190Vanguard Group Inc/The92290863713,718$2.7M0.00%
191Vanguard ETF/USA92290853813,576$2.6M0.00%
192ILLINOIS TOOL WKS45230810910,621$2.4M0.00%
193Fortis Inc/CanadaFTRSF64,148$2.4M0.00%
194BlackRock Fund Advisors46428748126,621$2.4M0.00%
195ISHARES BROAD USD HIGH YIELD46435U85367,648$2.3M0.00%
196ISHARES46428740815,027$2.3M0.00%
197VANGUARD INTL EQUITY INDEX FDS92204274224,033$2.2M0.00%
198SCHWAB STRATEGIC TR80852450832,982$2.2M0.00%
199EMERSON ELECTRICEMR22,942$2.2M0.00%
200INTL BUSINESS MCHNINTR15,469$2.2M0.00%
201WISDOMTREE US MIDCAP DIVIDENDWT52,605$2.2M0.00%
202PHILIP MORRIS INTL71817210923,270$2.2M0.00%
203VANGUARD ETF/USA92204A7025,059$2.1M0.00%
204VANGUARD WORLD FD92191072540,962$2.1M0.00%
205Walmart IncWMT12,711$2.0M0.00%
206VANGUARD ETF/USA92290861112,561$2.0M0.00%
207Dimensional ETF Trust25434V77388,978$2.0M0.00%
208Truist Financial Corp89832Q10963,104$1.8M0.00%
209ISHARES ESG AWARE MSCI EM46434G86357,820$1.8M0.00%
210ISHARES TR46435U54938,329$1.7M0.00%
211SCHWAB INTERMEDIATE TERM US80852485435,466$1.7M0.00%
212Vanguard ETF/USA92194679427,218$1.7M0.00%
213Vanguard ETF/USA9229085957,787$1.7M0.00%
214VANGUARD RUSSELL 1000 ETF92206C7308,490$1.7M0.00%
215SCHWAB US SMALL-CAP80852460738,936$1.6M0.00%
216Dollar General Corp25667710514,835$1.6M0.00%
217Coca-Cola Co/TheKO26,994$1.5M0.00%
218CISCO SYSTEMSCSCO28,106$1.5M0.00%
219ISHARES INTERNATIONAL TREASURY46428811740,137$1.5M0.00%
220Prologis IncPLDGP13,278$1.5M0.00%
221SPDR S&P 600 SMALL CAP GROWTH78464A20119,880$1.5M0.00%
222DIAGEODGEAF9,752$1.5M0.00%
223ISHARES4642871016,753$1.4M0.00%
224BlackRock Fund Advisors46428766317,270$1.3M0.00%
225SCHWAB US BROAD MARKET80852410225,772$1.3M0.00%
226WISDOMTREE SMALLCAP DIV ETFWT45,188$1.3M0.00%
227VANGUARD INTERMEDIATE-TERM92206C70622,087$1.3M0.00%
228BP PLCBPPFF31,810$1.2M0.00%
229ESTEE LAUDER COS5184391048,217$1.2M0.00%
230VANGUARD ETF/USA92204A88411,282$1.2M0.00%
231PayPal Holdings IncPYPL19,780$1.2M0.00%
232PNC Financial Services Group I6934751059,177$1.1M0.00%
233VERIZON COMMUNVZ34,159$1.1M0.00%
234Jacobs Solutions IncJ7,954$1.1M0.00%
235Tesla IncTSLA4,303$1.1M0.00%
236CVS Health CorpCVS14,935$1.0M0.00%
237BlackRock Fund Advisors46428760614,362$1.0M0.00%
238ISHARES46428787911,293$1.0M0.00%
239NUSHARES ETF TRNU28,171$980,9140.00%
240NUSHARES ETF TRNU33,862$962,6970.00%
241Alphabet IncGOOG7,257$956,8350.00%
242SSgA Funds Management Inc78464A83914,722$954,8690.00%
243CONOCOPHILLIPSCOP7,822$937,0760.00%
244BRISTOL-MYRS SQUIBCELG-RI16,112$935,1400.00%
245SELECT SECTOR SPDR81369Y4075,803$934,1670.00%
246NUSHARES ETF TRNU25,391$930,8340.00%
247Invesco ETFs/USAIVZ2,511$899,6160.00%
248SPDR S&P 400 MID CAP VALUE ETF78464A83913,702$888,7120.00%
249iShares ETFs/USA46428828110,480$864,8100.00%
250SPDR S&P 400 MID CAP GROWTH78464A82112,477$862,6440.00%
251ISHARES TR46435U66325,530$859,0850.00%
252BlackRock Fund Advisors4642876223,606$847,0850.00%
253Check Point Software TechnologM224651046,350$846,3280.00%
254BlackRock Fund Advisors4642871508,559$806,1720.00%
255MASTERCARD INCMA2,033$804,8850.00%
256SPDR S&P 600 SMALL CAP VALUE78464A30010,970$793,8730.00%
257TEXAS INSTRUMENTS8825081044,893$778,0360.00%
258BlackRock Fund Advisors4642885888,665$769,4520.00%
259ISHARES/USA4642878876,954$762,7150.00%
260ISHARES4642882819,236$762,1700.00%
261ISHARES TRUST46429B6637,693$760,7610.00%
262SELECT SECTOR SPDR81369Y60522,902$759,6590.00%
263ENBRIDGE INCENNPF22,880$759,3870.00%
264iShares ETFs/USA46434V62114,969$741,4150.00%
265American Water Works Co Inc0304201035,960$738,0270.00%
266Citigroup IncC-PR17,551$721,8730.00%
267Caterpillar IncCAT2,548$695,6040.00%
268Charles Schwab Investment Management Inc80852483915,413$681,7170.00%
269Innovator ETF TrustINHD19,883$675,2270.00%
270AMER EXPRESS COAXP4,277$638,0860.00%
271CAPITAL GROUP CORE EQUITY ETF14020V10824,763$621,8000.00%
272Stryker CorpSYK2,173$593,8160.00%
273SPDR BLOOMBERG INTL TREASURY78464A51627,588$585,9690.00%
274Intel CorpINTC16,372$582,0250.00%
275BOEING COBA-PA2,927$561,0470.00%
276Vanguard Group Inc/The92206C77112,466$545,7610.00%
277SELECT SECTOR SPDR81369Y2094,085$525,9030.00%
278Amgen IncAMGN1,913$514,1380.00%
279Target CorpTGT4,614$510,1700.00%
280State Street CorpSTT-PG7,583$507,7580.00%
281Valero Energy CorpVLO3,571$506,0460.00%
282BlackRock Fund Advisors46432F85910,585$490,9320.00%
283BlackRock Fund Advisors4642876482,184$489,5440.00%
284WISDOMTREE ASSET MANAGEMENT INCWT11,927$488,5300.00%
285CAPITAL GROUP GROWTH ETF14020G10119,376$474,7120.00%
286WELLS FARGO & CO94974610111,257$459,9610.00%
287Aflac IncAFL5,990$459,7330.00%
288WELLTOWER INC COMWELL5,564$455,8030.00%
2893M CoMMM4,577$428,4990.00%
290FEDEX CORPFDX1,614$427,5810.00%
291ISHARES GLOBAL REIT ETF46434V64719,781$418,7710.00%
292Vanguard ETF/USA92204A5041,739$408,8390.00%
293AUTOMATIC DATA PROCESSINGADP1,633$392,8670.00%
294AT&T INCT-PC26,036$391,0610.00%
295VANGUARD EMERGING MKT GOVT9219468856,495$384,2440.00%
296WISDOMTREE ASSET MANAGEMENT INCWT13,492$380,4740.00%
297UTD PARCEL SERVUPS2,427$378,2960.00%
298BlackRock Fund Advisors4642876891,508$369,5500.00%
299TRACTOR SUPPLY COTSCO1,800$365,4900.00%
300General Electric Co3696043013,229$356,9660.00%
301AMETEK IncAME2,324$343,3940.00%
302Norfolk Southern Corp6558441081,718$338,3260.00%
303NIKE INCNKE3,536$338,1120.00%
304Vanguard ETF/USA92204A1081,252$337,2510.00%
305Cigna Group/The1255231001,175$336,1320.00%
306COLGATE-PALMOLIVECL4,651$330,7330.00%
307SPDR DOW JONES IND78467X109922$308,8240.00%
308O'Reilly Automotive Inc67103H107322$292,6530.00%
309First Trust Advisors LP33733E5006,838$291,5040.00%
310Corteva IncCTVA5,693$291,2540.00%
311VANGUARD92204A4053,524$283,0480.00%
312Southern Co/TheSOMN4,353$281,7260.00%
313US BancorpUSB-PS8,381$277,0760.00%
314MORGAN STANLEYMS-PQ3,370$275,2280.00%
315State Street Global Advisors Inc81369Y7042,669$270,5830.00%
316Sysco CorpSYY3,998$264,0680.00%
317HERSHEY CO (THE)HSY1,293$258,7030.00%
318PARKER-HANNIFINPH662$257,8620.00%
319KROGERKR5,697$254,9410.00%
320Xcel Energy IncXELLL4,395$251,4820.00%
321ALTRIA GROUP INCMO5,642$237,2460.00%
322ISHARES4642876301,748$236,9410.00%
323Phillips 66PSX1,970$236,6960.00%
324Snap-on IncSNA892$227,5140.00%
325DOMINION RES(VIR)D5,045$225,3600.00%
326Ulta Beauty IncULTA561$224,0910.00%
327DIMENSIONAL ETF TR25434V77310,148$222,6470.00%
328SELECT SECTOR SPDR81369Y5062,450$221,4560.00%
329CARRIER GLOBAL CORPCARR3,992$220,3580.00%
330BECTON DICKINSONBDX850$219,7510.00%
331ONEOK IncOKE3,408$216,1690.00%
332ZIMMER HLDGS INCZBH1,920$215,4620.00%
333Danaher Corp235851102855$212,1260.00%
334Vanguard ETF/USA9229085532,787$210,8640.00%
335KIMBERLY-CLARK CPKMB1,657$200,2480.00%
336WEC Energy Group IncWEC2,475$199,3610.00%
337UMB Financial Corp9027881083,200$198,5600.00%
338American Electric Power Co Inc0255371012,607$196,0990.00%
339REALTY INCOME CORPO3,923$195,9150.00%
340Capital One Financial Corp14040H1051,977$191,8680.00%
341Amphenol Corp0320951012,265$190,2370.00%
342Charles Schwab Investment Management Inc8085243002,582$187,7630.00%
343WisdomTree Asset Management IncWT2,900$184,1210.00%
344Trimble IncTRMB3,418$184,0930.00%
345Walgreens Boots Alliance Inc9314271088,079$179,6770.00%
346Shell PLCRYDAF2,746$176,7870.00%
347PROGRESSIVE CP(OH)7433151031,252$174,4040.00%
348Public StoragePSA-PS645$169,9700.00%
349MANULIFE FINL CORP56501R1069,213$168,4140.00%
350KELLOGG COBEKE2,822$167,9370.00%
351OMNICOM GROUP INCOMC2,215$164,9730.00%
352Regions Financial CorpRF-PF9,553$164,3120.00%
353AMEREN CORPAEE2,135$159,7620.00%
354Johnson Controls InternationalG515021052,987$158,9380.00%
355Vanguard Group Inc/The92206C6642,218$158,4540.00%
356AMERICAN CENTY ETF TR AVANTIS0250726042,974$156,9970.00%
357Canadian Pacific Kansas City LCP2,085$155,1450.00%
358CHUBB LIMITED COMCB739$153,8450.00%
359MCKESSON CORPMCK348$151,3280.00%
360VF CorpVFC8,414$148,6750.00%
361AMERICAN CENTY ETF TR0250728022,558$147,9800.00%
362Intuit IncINTU289$147,6620.00%
363ROPER INDUSTRIES INCROP304$147,2210.00%
364NXP Semiconductors NVNXPI702$140,3440.00%
365Dow IncDOW2,689$138,6450.00%
366DuPont de Nemours IncDD1,846$137,6930.00%
367FORD MOTOR CO34537086010,670$132,5210.00%
368SELECT SECTOR SPDR81369Y1001,663$130,6290.00%
369APPLIED MATERIALS038222105912$126,2660.00%
370CORNING INCGLW4,000$121,8800.00%
371AMERICAN CENTY ETF TR0250728771,550$120,8230.00%
372Kraft Heinz Co/TheKHC3,546$119,2870.00%
373Dimensional ETF Trust25434V7243,444$117,1650.00%
374ECOLAB INCECL683$115,7000.00%
375Vanguard ETF/USA9219468101,600$114,1280.00%
376Activision Blizzard Inc00507V1091,215$113,7600.00%
377Palo Alto Networks IncPANW478$112,0620.00%
378Sherwin-Williams Co/TheSHW424$108,1410.00%
379KeyCorp49326710810,047$108,1060.00%
380SELECT SECTOR SPDR81369Y3081,570$108,0320.00%
381BlackRock Fund Advisors46434G7642,150$107,1350.00%
382First Trust Advisors LP3373441051,019$105,9660.00%
383Evergy IncEVRG2,085$105,7100.00%
384BCE IncBCPPF2,657$101,4180.00%
385Digital Realty Trust Inc253868103832$100,6890.00%
386BlackRock Fund Advisors4642885701,205$98,0990.00%
387First Trust ETFs/USA33733E7082,295$96,3140.00%
388ROCKWELL AUTOMATIONROK335$95,7660.00%
389QUALCOMM IncQCOM861$95,6230.00%
390Elevance Health IncELV218$94,9220.00%
391CUMMINS INCCMI409$93,4400.00%
392HCA Healthcare IncHCA379$93,2260.00%
393WASTE MANAGEMENT94106L109600$91,4640.00%
394Old National Bancorp/IN6800331076,201$90,1630.00%
395SUNCOR ENERGY INCSU2,617$89,9720.00%
396BAXTER INTL INC0718131092,377$89,7080.00%
397CDN NATL RAILWAYS136375102818$88,6140.00%
398United Community Banks Inc/GAUNTCW3,382$85,9370.00%
399Nutrien LtdNTR1,382$85,3520.00%
400NETFLIX INCNFLX216$81,5620.00%
401BlackRock Fund Advisors46435G6721,672$81,5600.00%
402T-MOBILE US INCTMUSZ573$80,2490.00%
403Invesco Capital Management LLCIVZ1,494$79,4510.00%
404Invesco Capital Management LLCIVZ1,704$79,2700.00%
405MDU RES GROUP INC5526901093,915$76,6560.00%
406S&P Global IncSPGI205$74,9090.00%
407Eaton Corp PLCETN351$74,8610.00%
408Fastenal CoFAST1,363$74,4740.00%
409ISHARES4642885211,572$74,1520.00%
410EOG Resources IncEOG571$72,3800.00%
411Dover CorpDOV500$69,7550.00%
412Gilead Sciences IncGILD928$69,5440.00%
413BorgWarner IncBWA1,712$69,1130.00%
414CDW Corp/DECDW339$68,3970.00%
415CHARLES SCHWAB INVESTMENT MANAGEMENT INC808524797953$67,4340.00%
416GOLDMAN SACHS GRPGSCE203$65,6850.00%
417Dimensional ETF Trust25434V6091,434$65,5190.00%
418EQUINIX INCEQIX90$65,3630.00%
419DR HORTON INC23331A109601$64,5890.00%
420SELECT SECTOR SPDR81369Y8861,090$64,2340.00%
421Tapestry IncTPR2,233$64,1990.00%
422CINTAS CORPCTAS130$62,5310.00%
423GE HealthCare Technologies IncGEHC916$62,3250.00%
424Clorox Co/TheCLX470$61,5980.00%
425Kinder Morgan IncEP-PC3,710$61,5120.00%
426COGNIZANT TECHNOLOCTSH898$60,8310.00%
427BlackRock Fund Advisors4642881171,607$59,7320.00%
428Hormel Foods CorpHRL1,562$59,4030.00%
429Spire IncSRJN1,036$58,6170.00%
430Keysight Technologies IncKEYS443$58,6130.00%
431KONTOOR BRANDS INC COM NPV WIKTB1,304$57,2590.00%
432MOODYS CORPMCO181$57,2270.00%
433NORTHROP GRUMMANNOC129$56,7850.00%
434Eversource EnergyES935$54,3700.00%
435Equity ResidentialEQR920$54,0130.00%
436ISHARES TRUST4642882243,654$53,4210.00%
437MARSH & MCLENNAN571748102277$52,7130.00%
438CONAGRA FOODS INCCAG1,913$52,4540.00%
439First Trust Advisors LP33734H1061,386$51,8230.00%
440SYNCHRONY FINANCIALSYF-PB1,665$50,8990.00%
441Woodbridge Co Ltd/TheTMSOF416$50,8850.00%
442Williams Cos Inc/The9694571001,479$49,8280.00%
443Dimensional ETF Trust25434V8151,957$49,5900.00%
444STATE STREET ETF/USAMDY108$49,3170.00%
445Old Dominion Freight Line IncODFL120$49,0970.00%
446Domino's Pizza IncDPZ129$48,8640.00%
447GSK PLCGLAXF1,327$48,1040.00%
448WW Grainger Inc38480210469$47,7370.00%
449Microchip Technology IncMCHPP610$47,6110.00%
450OGE Energy CorpOGE1,417$47,2290.00%
451Consolidated Edison IncED550$47,0420.00%
452BROADRIDGE FIN SOL11133T103251$44,9420.00%
453Atmos Energy CorpATO424$44,9140.00%
454TSMC874039100507$44,0580.00%
455Novo Holdings A/SNONOF480$43,6510.00%
456TRAVELERS CO INCTRV267$43,6040.00%
457Warner Bros Discovery IncWBD3,943$42,8210.00%
458MOLSON COORS BREWING COTAP-A666$42,3510.00%
459YUM BRANDS INCYUM323$40,3560.00%
460Celanese CorpCE310$38,9110.00%
461General Motors Co37045V1001,143$37,6850.00%
462Etsy IncETSY581$37,5210.00%
463Invesco Capital Management LLCIVZ637$37,4490.00%
464CME Group IncCME186$37,2410.00%
465Shockwave Medical Inc82489T104185$36,8340.00%
466Essential Utilities Inc29670G1021,041$35,7380.00%
467Lam Research CorpLRCX55$34,4720.00%
468HP IncHPQ1,335$34,3100.00%
469PIONEER NATURAL RESOURCE723787107148$33,9730.00%
470Ventas IncVTR796$33,5350.00%
471Quanta Services Inc74762E102175$32,7370.00%
472DIMENSIONAL ETF TR25434V609711$32,4860.00%
473Energizer Holdings IncENR1,000$32,0400.00%
474Trane Technologies PLCTT156$31,6540.00%
475INVESCOIVZ2,179$31,6390.00%
476American States Water Co029899101400$31,4720.00%
477TE Connectivity LtdTEL243$30,0180.00%
478Barclays PLCBCLYF3,833$29,8590.00%
479iShares ETFs/USA46435U853853$29,6080.00%
480Hartford Financial Services GrHIG-PG415$29,4280.00%
481ISHARES ETFS/USA46435G516425$29,3800.00%
482EXELON CORPEXC773$29,2120.00%
483Entergy CorpENO304$28,1200.00%
484MetLife IncMET-PF444$27,9320.00%
485Unilever PLCUNLYF552$27,2690.00%
486Air Products and Chemicals IncAIIR96$27,2060.00%
487United Rentals IncURI61$27,1190.00%
488INTERCONTINENTAL EXCHANGE45866F104235$25,8550.00%
489Garmin LtdGRMN235$24,7220.00%
490Fomento Economico Mexicano SAB344419106225$24,5590.00%
491BANK OF AMERICA CORP06050568222$24,4690.00%
492Magna International Inc559222401455$24,3930.00%
493EDISON INTERNATIONAL281020107385$24,3670.00%
494Aptiv PLCAPTV242$23,8590.00%
495Airbnb IncABNB173$23,7370.00%
496ADVANCED MICRO DEVAMD230$23,6490.00%
497Universal Display CorpOLED150$23,5490.00%
498John Hancock Exchange-Traded F47804J206497$23,5180.00%
499Ross Stores IncROST208$23,4940.00%
500Edwards Lifesciences CorpEW334$23,1400.00%