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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

COLONY GROUP LLC

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001080628-23-000002

Total Value
$7.1M
Positions
832
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TRUST CORE MSCI TOTAL INTL STK E46432F8344,123,037$238,6413.43%
2BERKSHIRE HATHAWAY INCORPORATED CLASS ABRK-A505$236,6993.40%
3VANGUARD S&P 500 ETF922908363648,672$227,9043.27%
4MICROSOFT CORPMSFT712,226$170,8062.45%
5APPLE INCAAPL1,251,931$162,6632.34%
6VANGUARD DIVIDEND APPRECIATION9219088441,069,231$162,3632.33%
7VANGUARD HIGH DIVIDEND YIELD9219464061,279,466$138,4511.99%
8SPDR SER TR MSCI USA STRTGIC78468R8121,165,425$128,5581.85%
9ISHARES RUSSELL 1000 ETF464287622559,194$117,7221.69%
10VANGUARD TOTAL STOCK MARKET922908769500,676$95,7241.37%
11VANGUARD SMALL CAP GROWTH ETF922908595457,902$91,8281.32%
12ISHARES TR IBONDS DEC 2024 TERM46436E8743,610,272$86,1051.24%
13PEPSICO INCPEP469,360$84,7951.22%
14JPMORGAN CHASE & COVYLD619,619$83,0911.19%
15VANGUARD MID-CAP VALUE ETF922908512602,747$81,5161.17%
16VANGUARD INTL EQUITY INDEX FDS MSCI EMER9220428581,920,564$74,8641.08%
17ISHARES TR IBONDS DEC 2024 TERM MUNI BD ETF46435U6972,900,363$74,6841.07%
18BERKSHIRE HATHAWAYBRK-A236,896$73,1771.05%
19UNITEDHEALTH GROUPUNH137,229$72,7561.05%
20ISHARES CORE TOTAL US BOND MARKET464287226692,052$67,1220.96%
21CHEVRON CORPCVX359,124$64,4590.93%
22VANGUARD LRG CAP ETF US PRIME MKT 750922908637355,750$61,9720.89%
23MERCK & CO INCMRK552,559$61,3060.88%
24RAYLIANT QUANTAMENTAL00774Q1973,526,623$60,2700.87%
25ALPHABET INC CLASS AGOOG653,056$57,6190.83%
26PROCTER & GAMBLE CO742718109365,011$55,3210.79%
27ISHARES S&P NATL AMT FREE MUNI BND FND464288414464,946$49,0610.70%
28MASTERCARD INCMA140,683$48,9200.70%
29SPDR S&P 500SPY127,454$48,7420.70%
30VANGUARD INDEX VALUE922908744347,176$48,7330.70%
31ISHARES S&P SMALLCAP 600464287804512,324$48,4860.70%
32ISHARES TR RUSSELL464287689209,744$46,2860.66%
33VANGUARD FTSE DEVELOPED MKTS ETF9219438581,088,166$45,6700.66%
34VANGUARD EXTENDED MARKET ETF S &P COMPL922908652342,350$45,4850.65%
35LOWES COMPANIES548661107224,575$44,7440.64%
36DUPONT DE NEMOURS INC COMDD3,031,455$44,1710.63%
37HOME DEPOT INCHD138,016$43,5940.63%
38AMAZON.COM INCAMZN515,753$43,3230.62%
39ISHARES BARCLAYS SHORT TREAS BOND464288679385,786$42,4060.61%
40JOHNSON & JOHNSONJNJ236,818$41,8340.60%
41VANGUARD SMALL CAP VALUE ETF922908611259,826$41,2600.59%
42CVS HEALTH CORPORATIONCVS419,640$39,1060.56%
43ISHARES CORE S&P 500 ETF464287200101,474$38,9870.56%
44PIMCO ENHANCED SHORT MATURITY72201R833367,667$36,2700.52%
45NORTHROP GRUMMAN CORPNOC65,102$35,5200.51%
46TJX COMPANIES INC872540109442,047$35,1870.51%
47ACCENTUREACN131,135$34,9920.50%
48ALPHABET INC CLASS CGOOG386,239$34,2710.49%
49NVIDIA CORPNVDA230,272$33,6520.48%
50SPDR GOLD TRUSTGLD198,350$33,6480.48%
51SSGA ACTIVE ETF MULTI-ASSET REAL RETURN78467V1031,213,729$33,4260.48%
52ISHARES S&P MIDCAP 400464287507138,106$33,4060.48%
53ISHARES MSCI EAFE INDEX464287465503,182$33,0290.47%
54SCHWAB STRATEGIC TR INTL SMALL CAP EQUIT8085248881,004,358$31,6070.45%
55INTUIT INCINTU79,610$30,9860.45%
56ISHARES RUSSELL 1000 GROWTH ETF464287614142,701$30,5720.44%
57MCDONALDS CORPMCD113,497$29,9100.43%
58GUGGENHEIM S&P 500 EQUAL WEIGHT ETFIVZ196,571$27,7660.40%
59NXP SEMICONDUCTORS N VNXPI173,307$27,3880.39%
60ABBVIE INCABBV169,308$27,3620.39%
61CATERPILLAR INCCAT113,641$27,2240.39%
62INTERCONTINENTAL EX45866F104265,280$27,2150.39%
63VERTEX PHARMACEUTCLS INCVRTX93,995$27,1440.39%
64JACOBS ENGR GROUP INC COMJ222,974$26,7720.38%
65AUTOZONE INC NEVAZO10,774$26,5710.38%
66UNITED RENTALS INCURI73,773$26,2200.38%
67CISCO SYSTEMS INCCSCO550,340$26,2180.38%
68AMERICAN TOWER CORPORATION03027X100123,319$26,1260.38%
69iShares Core S&P U.S Value ETF464287663358,711$25,3360.36%
70SUNCOR ENERGY COMSU790,707$25,0890.36%
71SECTOR SPDR TECHNOLOGY ETF81369Y803198,729$24,7300.36%
72CDW CORP COM USD0.01CDW138,233$24,6860.35%
73TEXAS PACIFIC LAND TRUSTTPL10,489$24,5890.35%
74SCH US DIV EQUITY ETF808524797322,302$24,3470.35%
75SECTOR SPDR HEALTH CARE81369Y209172,624$23,4510.34%
76BJS WHSL CLUB HLDGS INC COM05550J101348,158$23,0340.33%
77EXXON MOBIL CORPXOM204,087$22,5110.32%
78ISHARES SH TR CRPORT ETF464288646451,705$22,5040.32%
79ISHARES CORE MSCI EAFE ETF46432F842362,800$22,3630.32%
80AUTOMATIC DATA PROCESSING INCADP93,133$22,2460.32%
81MOODY'S CORPMCO79,317$22,0990.32%
82BOOKING HLDGS INC COMBKNG10,957$22,0810.32%
83PNC FINANCIAL SERVICES GROUP693475105139,425$22,0210.32%
84ISHARES EDGE MSCI MULTIFACTOR USA46434V282563,307$21,9750.32%
85JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206459,894$21,4030.31%
86ARAMARK HOLDINGS CORP COM USD0.01ARMK514,988$21,2900.31%
87AIR PRODUCTS & CHEMAIIR68,806$21,2100.30%
88VANGUARD RUSSELL 1000 VALUE INDEX ETF92206C714312,960$20,8370.30%
89VANGUARD INTERMEDIATE TERM CORP BOND92206C870268,208$20,7890.30%
90VISA INC COMV98,988$20,5660.30%
91ORACLE CORPORATIONORCL-PD245,531$20,0700.29%
92ISHARES S&P 500 GROWTH INDEX464287309341,889$20,0010.29%
93ABBOTT LABORATORIESABLZF177,547$19,4930.28%
94RAYTHEON TECHNOLOGIES CORP COMRTX192,723$19,4500.28%
95HONEYWELL INTL INC43851610690,561$19,4070.28%
96IQ HEDGE MULTI-STRATEGY TRACKER45409B107681,527$19,3960.28%
97LAM RESEARCH CORPORATIONLRCX45,476$19,1140.27%
98AMERICAN EXPRESSAXP128,760$19,0240.27%
99DB X-TRACKERS MSCI EAFE HEDGED EQ233051200584,180$18,8280.27%
100DANAHER CORP23585110270,894$18,8170.27%
101BANK OF AMERICA060505104566,972$18,7780.27%
102VANGUARD CORP BOND ETF92206C409248,810$18,7080.27%
103PFIZER INCPFE361,584$18,5280.27%
104VANGUARD TOTAL INTL ETF921909768353,698$18,2930.26%
105SCHWAB US LARGE CAT ETF808524201401,342$18,1210.26%
106WALT DISNEY CO254687106203,399$17,6710.25%
107ELECTRONIC ARTSEA143,338$17,5130.25%
108ISHARES MSCI EAFE SMALL CAP INDEX464288273309,572$17,4850.25%
109ISHARES MSCI EAFE GROWTH INDEX464288885208,461$17,4610.25%
110BRISTOL MYERS SQUIBBCELG-RI231,642$16,6670.24%
111VANGUARD RUSSELL 1000 GROWTH ETF92206C680294,233$16,2180.23%
112ISHARES RUSSELL MID-CAP ETF464287499234,495$15,8170.23%
113VANGUARD US FINLS92204A405187,184$15,4860.22%
114ISHARES TR RUSSELL464287630110,984$15,3900.22%
115ISHARES S&P 500 VALUE INDEX464287408106,023$15,3810.22%
116QUALCOMM INCQCOM137,616$15,1300.22%
117COSTCO WHOLESALE CORP22160K10533,085$15,1030.22%
118SYSCO CORPSYY197,383$15,0900.22%
119BOEING COBA-PA77,447$14,7530.21%
120GRAINGER W W INC38480210426,335$14,6490.21%
121KKR & CO LPKKRT313,365$14,5460.21%
122MIDCAP SPDRMDY32,447$14,3670.21%
123TRIMBLE NAVIGATION LTDTRMB283,104$14,3140.21%
124CAPITAL ONE FINANCIAL CORP14040H105151,599$14,0930.20%
125AGILENT TECH INCA93,842$14,0430.20%
126CACI INTL INC CL A12719030446,557$13,9950.20%
127FIRST TR EXCHNG TRADED FD VIII TCW UNCON33740F888579,175$13,9640.20%
128ISHARES SHORT-TERM NATIONAL AM464288158131,845$13,7470.20%
129SERVICE NOW INCNOW35,223$13,6760.20%
130VANGUARD MUNI BOND TAX-EXEMPT ETF922907746258,598$12,7980.18%
131VANGUARD INDEX GROWTH92290873659,784$12,7410.18%
132AT&T INCT-PC680,853$12,5350.18%
133MC CORMICK & CO INCMKC-V150,166$12,3390.18%
134AMERICAN HOMES 4 RENTAMH-PG405,786$12,2300.18%
135LILLY ELI & COMPANYLLY33,390$12,2150.18%
136L3HARRIS TECHNOLOGIES INC COMLHX57,876$12,0500.17%
137MARKEL CORPORATIONMKL9,122$12,0180.17%
138ISHARES RUSSELL 2000 ETF46428765568,674$11,9740.17%
139THERMO FISHER SCIENTIFIC INCTMO21,380$11,7740.17%
140ISHARES CORE US GROWTH ETF464287671142,612$11,6260.17%
141ISHARES MSCI USA MINIMUM VOLATILITY ETF46429B697161,058$11,6120.17%
142UNITED PARCEL SERVICES INCUPS66,571$11,5730.17%
143SCHWAB STRATEGIC TR 1000 INDEX ETF808524722310,963$11,4840.16%
144SPDR SER TR78468R739237,079$11,1380.16%
145AVAGO TECHNOLOGIES LTD COMAVGO19,774$11,0560.16%
146NEXTERA ENERGY INCNEE-PW131,613$11,0030.16%
147VANECK VECTORS HIGH YLD MUNI92189H409217,639$11,0020.16%
148UNION PACIFIC CORPUNP49,655$10,2820.15%
149ELEVANCE HEALTH, INC.ELV19,127$9,8120.14%
150COMCAST CORPCCZ280,259$9,8010.14%
151ISHARES MSCI EMERGING MARKETS464287234248,299$9,4110.14%
152COCA COLA COKO146,953$9,3480.13%
1533M COMPANYMMM76,251$9,1440.13%
154VEEVA SYS INC CL A COMVEEV56,490$9,1160.13%
155MCCORMICK & CO INCMKC-V109,919$9,1110.13%
156EMERSON ELECTRIC COEMR94,497$9,0770.13%
157ISHARES S&P SMALLCAP 600 GROWTH46428788783,862$9,0630.13%
158US BANCORPUSB-PS207,292$9,0400.13%
159WALGREENS BOOTS ALLIANCE INC COM ISIN #U931427108238,340$8,9040.13%
160POWERSHS QQQ TRUST SERIVZ33,389$8,8910.13%
161J P MORGAN EXCHANGE TRADED F46641Q654174,253$8,8050.13%
162GLOBAL X FDS RENEWABLE ENERGY37954Y707670,323$8,7950.13%
163EATON CORP PLC COMETN55,835$8,7630.13%
164GENERAL MILLS INC370334104104,147$8,7330.13%
165SPDR S&P DIVIDEND78464A76369,458$8,6900.12%
166ISHARES CORE S&P TOTAL US STOCK MARKET E464287150102,236$8,6700.12%
167PIONEER NATURAL RESOURCES CO72378710737,815$8,6370.12%
168BROADRIDGE FINANCIAL SOLUTIONS11133T10363,832$8,5620.12%
169BECTON DICKINSONBDX33,107$8,4190.12%
170NEXSTAR BROADCASTING GPNXST47,778$8,3630.12%
171JEFFERIES GROUP INC.47233W109243,575$8,3500.12%
172ISHARES U S ETF TR46431W838166,625$8,2850.12%
173LINDE PLCLIN25,305$8,2540.12%
174PHILLIPS EDISON &CO INCPECO252,568$8,0420.12%
175DUKE ENERGY CORP COM USD0.001 ISIN #US26DUKB77,901$8,0230.12%
176ISHARES RUSSELL 1000 VALUE ETF46428759852,529$7,9660.11%
177TARGET CORPTGT52,721$7,8580.11%
178INTERNATIONAL BUSINESS MACHINESINTR54,741$7,7120.11%
179FIDELITY TOTAL BOND ETF316188309171,205$7,7080.11%
180GOLDMAN SACHS ETF TRNVGLF77,102$7,6880.11%
181GENUINE PARTS COGPC44,189$7,6670.11%
182PHILIP MORRIS INTERNATIONAL INC71817210975,531$7,6440.11%
183LANDSTAR SYSTEM INC.LSTR46,742$7,6140.11%
184NOVOCURE LTD COMNVCR103,763$7,6110.11%
185The Simplify Interest Rate Hed82889N855105,964$7,5880.11%
186ISHARES MSCI EAFE VALUE INDEX464288877163,923$7,5210.11%
187ISHARES TRUST RUSSELL 2500 USD ETF46435G268140,927$7,4890.11%
188LKQ CORPLKQ139,746$7,4640.11%
189THE ENSIGN GROUPENSG78,532$7,4300.11%
190DFA T.A. U.S. CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS25434V708305,398$7,4150.11%
191PROLOGIS INCPLDGP65,691$7,4050.11%
192SPDR DOUBLELINE TOTAL RETURN TACT ETF78467V848183,108$7,3320.11%
193VERIZON COMMUNICATIONSVZ185,435$7,3060.10%
194GOLUB CAP BDC INC38173M102554,714$7,3000.10%
195ISHARES DOW JONES US FINANCIAL SECTOR46428778896,386$7,2740.10%
196AMGEN INCAMGN27,562$7,2390.10%
197ENBRIDGE INCENNPF183,879$7,1900.10%
198ECOLAB INCECL49,396$7,1900.10%
199GLOBE LIFE INC COMGL-PD58,237$7,0200.10%
200ROPER INDS INCROP16,025$6,9240.10%
201MARSH & MCLENNAN COS57174810241,613$6,8860.10%
202VANGUARD RUSSELL 1000 ETF92206C73038,596$6,7260.10%
203PAYCHEX INCPAYX57,626$6,6590.10%
204ISHARES BARCLAYS 1-3 YEAR TREASURY BOND46428745780,773$6,5560.09%
205MEDTRONIC INCMDT83,739$6,5080.09%
206ISHARES TR 0-3 MNTH TREASRY46436E71861,948$6,2030.09%
207BROOKFIELD INFRASTRUCTURE CORP COMBIPC158,482$6,1650.09%
208Invesco BulletShares 2026 CorpIVZ318,117$6,0220.09%
209B C E INC NEWBCPPF135,451$5,9530.09%
210Invesco BulletShares 2025 CorpIVZ294,480$5,9310.09%
211VANGUARD MID-CAP ETF92290862929,071$5,9250.09%
212SECTOR SPDR FINANCIAL ETF81369Y605173,081$5,9190.09%
213REPUBLIC SERVICES INC CL A76075910045,670$5,8910.08%
214VANGUARD REIT INDEX ETF92290855370,123$5,7840.08%
215ISHARES TRUST HIGH DIVIDEND ETF46429B66355,439$5,7790.08%
216ISHARES DOW JONES INTL SELECT DIV IDX464288448205,020$5,5680.08%
217GILEAD SCIENCES INCGILD64,501$5,5370.08%
218DEUTSCHE X-TRACKERS HARVEST CSI 300 CHIN233051879197,275$5,5280.08%
219CORNING INCGLW172,435$5,5080.08%
220SPDR INDEX SHS FDS78463X889184,366$5,4830.08%
221ZIMMER BIOMET HLDGS INC COMZBH42,644$5,4370.08%
222ISHARES JP MORGAN EMERGING MARKETS BOND46428828161,616$5,2120.07%
223EDISON INTERNATIONAL28102010781,674$5,1960.07%
224BROOKFIELD ASSET MANAGEMENT INC LTD VTG11271J107164,763$5,1830.07%
225NUSHARES ETF TR NUVEEN ESG USNU237,930$5,1800.07%
226OLD REPUBLIC INTERNATIONAL680223104212,581$5,1340.07%
227NVENT ELECTRIC PLC COMNVT132,573$5,1000.07%
228COLGATE-PALMOLIVE COCL64,271$5,0640.07%
229FIDELITY NATIONAL FINANCIAL INCFNF134,377$5,0550.07%
230CROWN CASTLE INTERNATIONAL CORPCCI36,948$5,0120.07%
231ACTIVISION BLIZZARD INC COM00507V10965,091$4,9830.07%
232SCHWAB US REIT ETF808524847255,222$4,9230.07%
233KEYSIGHT TECHNOLOGIES INC COM USD0.01 WDKEYS28,693$4,9090.07%
234CHENIERE ENERGY INC NEWLNG32,484$4,8710.07%
235DEERE & COMPANYDE11,239$4,8190.07%
236MICROCHIP TECHNOLOGY INCMCHPP68,572$4,8170.07%
237VANGUARD MID CAP GRWTH INDEX I NTL US92290853826,527$4,7680.07%
238NETFLIX COM INC COMNFLX16,119$4,7530.07%
239ISHARES S&P NORTH AMERICAN TECHNOLOGY SO46428751518,409$4,7100.07%
240BROOKFIELD RENEWABLE CORP COM CL ABEPC170,717$4,7020.07%
241BOOZ ALLEN HAMILTONBAH44,456$4,6470.07%
242HALOZYME THERAPEUTICS INC COMHALO81,578$4,6420.07%
243GENERAL MOTORS CO37045V100137,770$4,6350.07%
244VANGUARD INDEX FDS VANGUARD SMALL CAP VI92290875125,051$4,5980.07%
245Invesco BulletShares 2024 CorpIVZ222,607$4,5610.07%
246WASTE MANAGEMENT INC94106L10928,905$4,5350.07%
247KRANESHARES TR QUADRTC INT RT500767736192,955$4,3630.06%
248CHECK POINT SOFTWARE TECHNOLOGIESM2246510434,432$4,3440.06%
249BP PLC ADR (CNV INTO 6 ORD USD0.25 SHS)BPPFF123,192$4,3030.06%
250BLACKROCK INCBLK6,067$4,2990.06%
251DIAGEO ADRDGEAF23,900$4,2590.06%
252SCHWAB LARGE CAP VALUE ETF80852440963,445$4,1890.06%
253AGCO CORPAGCO30,169$4,1840.06%
254SPDR PORTFOLIO MID CAP ETF78464A84797,730$4,1540.06%
255STARBUCKS CORPSBUX41,622$4,1290.06%
256LIVE NATION ENTMTLYV58,319$4,0670.06%
257SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X848168,432$4,0520.06%
258ALAMOS GOLD INC.AGI397,796$4,0220.06%
259US FOOD HOLDING CORPUSFD117,584$4,0000.06%
260AMERICAN FINANCIAL GROUP INC02593210429,012$3,9830.06%
261INTEL CORPINTC150,474$3,9770.06%
262KLA-TENCOR CORPORATIONKLAC10,271$3,8720.06%
263SCHLUMBERGER LIMITEDSLB72,114$3,8550.06%
264CYBERARK SOFTWARE LTDM2682V10829,539$3,8300.06%
265LINCOLN ELECTRIC HOLDINGS53390010626,374$3,8110.05%
266BOX INCBXCAP121,987$3,7970.05%
267SALESFORCE COM INCCRM28,402$3,7660.05%
268CASEY'S GENERAL STORES INC14752810316,757$3,7590.05%
269ICON PLCICLR19,319$3,7530.05%
270ISHARES MSCI ACWI ETF46428825743,927$3,7290.05%
271FIRST INDUSTRIAL REALTY TRUST32054K10377,189$3,7250.05%
272ISHARES 20 YEAR TREASURY BOND ETF46428743236,860$3,6700.05%
273ADOBE SYSTEMS INCADBE10,887$3,6640.05%
274ASPEN TECHNOLOGY INC COM29109X10617,764$3,6490.05%
275WYNDHAM HOTELS &RESORTS INC COMWH50,918$3,6310.05%
276ROSS STORES INCROST31,189$3,6200.05%
277IDACORPIDA33,532$3,6160.05%
278AMPHENOL CORPORATION03209510147,404$3,6090.05%
279NORFOLK SOUTHERN CORP65584410814,433$3,5570.05%
280MONDELEZ INTL INC COM60920710553,365$3,5570.05%
281WISDOMTREE EQUITY INC FDWT41,192$3,5450.05%
282DISCOVER FINL SVCS25470910835,839$3,5060.05%
283DOW CHEMICAL CODOW69,375$3,4960.05%
284SPDR S&P 500 GROWTH78464A40968,665$3,4790.05%
285TRANSDIGM GROUP INCTDG5,525$3,4790.05%
286CLOROX COMPANYCLX24,615$3,4540.05%
287WESCO INTERNATIONAL INC.95082P10526,956$3,3750.05%
288FORTUNE BRANDS INNOVATIONS INCFBIN59,060$3,3730.05%
289Invesco BulletShares 2023 CorpIVZ159,805$3,3530.05%
290VANGUARD SHORT-TERM BOND INDEX92193782744,260$3,3320.05%
291ISHARES IBOXX INVESTOP INVESTMENT GRAD46428724230,941$3,2620.05%
292SCHWAB STRATEGIC TR INTL EQUITY ETF808524805101,149$3,2580.05%
293QUANTA SERVICES INC74762E10222,736$3,2400.05%
294WESTERN ALLIANCE BANCORPORATIONWAL-PA54,361$3,2380.05%
295ISHARES MSCI KLD 400 SOCIAL46428857044,930$3,2260.05%
296META PLATFORMS INC CLASS A COMMON STOCKMETA26,742$3,2180.05%
297LABORATORY CORP OF AMERICA50540R40913,632$3,2100.05%
298NMI HOLDINGS INC CLASS ANMIH152,620$3,1900.05%
299WEBSTER FINANCIAL CORP94789010966,687$3,1570.05%
300CITIGROUP INCC-PR69,505$3,1440.05%
301NIKE INCNKE26,702$3,1240.04%
302ARCH CAPITAL GROUPG0450A10549,617$3,1150.04%
303COMMUNICATION SERVICES SPDR ETF81369Y85263,649$3,0550.04%
304WALMART STORES INCWMT21,444$3,0410.04%
305LOCKHEED MARTIN CORPLMT6,191$3,0120.04%
306ISHARES GLOBAL INFRASTRUCTURE46428837265,517$3,0030.04%
307REALTY INCOME CORPORATIONO47,129$2,9890.04%
308APOLLO GLOBAL MGMT INC COM CL A03769M10646,842$2,9880.04%
309INTEGER HOLDINGS CORP COMITGR43,529$2,9800.04%
310REGENERON PHARMACEUTICALS INCREGN4,101$2,9590.04%
311VANGUARD S&P 500 VALUE ETF92193270321,056$2,9490.04%
312VMWARE INC92856340223,907$2,9350.04%
313LANTHEUS HOLDINGS INCLNTH57,376$2,9240.04%
314Invesco BulletShares 2027 CorpIVZ153,231$2,9110.04%
315NOVO-NORDISK ADRNONOF21,099$2,8560.04%
316EXTRA SPACE STORAGE INCEXR19,385$2,8530.04%
317CAMDEN PROPERTY TRUST13313110225,083$2,8060.04%
318LYONDELLBASELL INDUSTRIES NVLYB33,598$2,7900.04%
319ISHARES CORE DIVIDEND GROWTH46434V62155,386$2,7690.04%
320Invesco BulletShares 2028 CorpIVZ140,822$2,7630.04%
321PAYPAL HOLDINGS INCOPYPL38,783$2,7620.04%
322YUM! BRANDS INCYUM21,234$2,7200.04%
323FLEXSHARES IBOXX 3YR TARGET TIPSFLEX114,469$2,6920.04%
324FIRST REPUBLIC BANK33616C10021,971$2,6780.04%
325Short S&P 500 Proshares74347B425163,368$2,6190.04%
326SHELL ADR EACH REP 2 ORD WIRYDAF45,803$2,6080.04%
327VANGUARD SCOTTSDALE FDS VANGUARD RUSS3000 IDX FD ETF SHS92206C59915,084$2,5910.04%
328ASML HOLDING NVASMLF4,739$2,5890.04%
329APACHE CORPORATIONAPA53,674$2,5060.04%
330ISHARES GOLD TRUSTIAU72,014$2,4910.04%
331WATERS CORP9418481037,259$2,4870.04%
332COLUMBIA DVRSFD FXD INCM19761L508143,641$2,4840.04%
333ISHARES MSCI EMERGING MARKETS ESG OPIMITZED ETF46434G86382,342$2,4760.04%
334DFA TAX MANAGED US EQUITY PORTFOLIO25434V40159,278$2,4670.04%
335HOLOGIC INCHOLX32,637$2,4420.04%
336ISHARES CORE MSCI EMERGING MARKETS ETF46434G10351,769$2,4180.03%
337EPAM SYS INCEPAM7,371$2,4160.03%
338ISHARES TR ESG AWR US AGRGT46435U54951,415$2,4030.03%
339SM ENERGY COSM68,772$2,3950.03%
340METLIFE INCMET-PF33,086$2,3940.03%
341CORTEVA INC COMCTVA40,660$2,3900.03%
342FEDERAL REALTY INVESTMENT TRUST31374510123,630$2,3880.03%
343ISHARES MSCI USA ESG SELECT ETF46428880228,824$2,3730.03%
344ISHARES RUSSELL MIDCAP GROWTH INDEX46428748128,308$2,3670.03%
345TEXAS INSTRUMENTS INC88250810414,293$2,3610.03%
346ISHARES TR S&P US PFD STK INDEX FD46428868777,062$2,3530.03%
347ISHARES BARCLAYS TIPS BOND46428717621,890$2,3300.03%
348ADVANCED MICRO DEVICES INCAMD35,698$2,3120.03%
349FORD MOTOR CO345370860197,838$2,3010.03%
350GLADSTONE LD CORP COM376549101124,666$2,2880.03%
351LULULEMON ATHLETICA INC COM STK USD0.01LULU7,123$2,2820.03%
352TESLA MOTORS INC COM USD0.001TSLA18,506$2,2800.03%
353UNITED BANKSHARES INCUNTCW56,106$2,2720.03%
354THE CHARLES SCHWAB CORPSCHW-PJ27,081$2,2550.03%
355BEIGENE LTD SPON ADS EACH REPR 13 ORDBEIGF10,187$2,2410.03%
356PAYCOM SOFTWARE INC COMPAYC7,195$2,2330.03%
357LITHIA MOTORS INC CL A53679710310,867$2,2250.03%
358LISTED FD TR53656F84769,506$2,2050.03%
359FEDEX CORPFDX12,683$2,1970.03%
360ANALOG DEVICES INCADI13,359$2,1910.03%
361BLACKSTONE GROUP L P COM UNIT REPSTG LTDBX29,537$2,1910.03%
362ENVISTA HOLDINGS CORPNVST65,008$2,1890.03%
363VANECK VECTORS ETF TR SEMICONDUCTOR ET92189F67610,763$2,1840.03%
364ANSYS INC03662Q1058,994$2,1730.03%
365GENERAL ELECTRIC CO36960430125,626$2,1470.03%
366MSCI INC.MSCI4,581$2,1310.03%
367ASTRAZENECA ADRAZN31,143$2,1110.03%
368DBX ETF TR XTRACK USD HIGH23305143261,743$2,0810.03%
369UNILEVER PLCUNLYF41,053$2,0670.03%
370AMERICAN ELECTRIC POWER CO INC02553710121,702$2,0610.03%
371GENERAL DYNAMICSGD8,261$2,0500.03%
372VANGUARD SECTOR INDEX FDS VANGUARD HEALT92204A5048,258$2,0480.03%
373NORTHERN LTS FD TR IIINTRSO97,551$2,0480.03%
374IDEX CORPORATION45167R1048,890$2,0300.03%
375VANGUARD TOTAL BOND MARKET ETF92193783528,042$2,0150.03%
376ISHARES TRUST ESG SCREENED S&P MID CAP ET46436E55161,343$2,0120.03%
377ALLSCRIPTS HEALTHCARE SOLUTIONS INC01988P108114,030$2,0110.03%
378SPDR BARCLAYS 1-3 MONTH T-BILL ETF78468R66321,843$1,9980.03%
379VANGUARD RUSSELL 2000 ETF92206C66428,058$1,9740.03%
380FIRST TRUST LONG SHORT EQUITY ETF33739P10340,373$1,9730.03%
381CLIFFS NATURAL RES INCCLF121,983$1,9650.03%
382ZOETIS INC COM USD0.01 CL AZTS13,376$1,9600.03%
383CONOCOPHILLIPSCOP16,581$1,9570.03%
384CANADIAN PACIFIC RAILWAYS COM NPV ISIN #13645T10026,172$1,9520.03%
385CBOE HOLDINGS, INC.12503M10815,400$1,9320.03%
386ISHARES DOW JONES US HOME CONSTRUCTION46428875231,657$1,9190.03%
387SPDR PORTFOLIO SHORT TERM CORPORATE BOND78464A47465,037$1,9110.03%
388SPDR S&P 600 SMALL CAP GROWTH78464A20126,257$1,8970.03%
389ILLUMINA INCILMN9,300$1,8800.03%
390TRAVELERS COMPANIESTRV10,026$1,8800.03%
391SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL80852474859,917$1,8730.03%
392SCHWAB US BROAD MARKET ETF80852410241,628$1,8650.03%
393VANGUARD INTERNATIONAL EQUITY INDEX92204277537,118$1,8610.03%
394SNAP ON INCSNA8,000$1,8280.03%
395Imperial Oil LtdIMO37,410$1,8230.03%
396ILLINOIS TOOL WORKS4523081098,194$1,8050.03%
397ADVANCE AUTO PARTS INCAAP12,244$1,8000.03%
398HENRY SCHEIN INCHSIC21,905$1,7500.03%
399BARCLAYS HIGH YIELD BOND78468R62218,918$1,7030.02%
400SOUTHERN COSOMN23,804$1,7000.02%
401C S X CORPCSX54,536$1,6900.02%
402AMEX SPDR UTILITIES81369Y88623,891$1,6840.02%
403MCKESSON CORPORATIONMCK4,485$1,6820.02%
404SCHWAB LARGE CAP GROWTH ETF80852430030,231$1,6800.02%
405MODERNA INC COMMRNA9,339$1,6770.02%
406KIMBERLY CLARK CORPKMB12,323$1,6730.02%
407ISHARES DOW JONES SELECT DIVIDEND INDEX46428716813,728$1,6560.02%
408METTLER-TOLEDO INTERNATIONAL INC.MTD1,140$1,6480.02%
409HEICO CORPHEI-A10,515$1,6160.02%
410ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS00326A10491,909$1,6060.02%
411PRIVIA HEALTH GROUP INC COMPRVA70,724$1,6060.02%
412SPDR S&P 500 VALUE78464A50841,084$1,5980.02%
413AKAMAI TECHNOLOGIESAKAM18,785$1,5840.02%
414TRUIST FINL CORP89832Q10936,768$1,5820.02%
415NICE SYS LTD SPONSORED ADR ISIN #US65365NCSYF8,207$1,5780.02%
416SANOFI ADRSNYNF31,964$1,5480.02%
417MORGAN STANLEYMS-PQ18,062$1,5360.02%
418CME GROUP INCCME9,038$1,5200.02%
419AES CORPAES52,548$1,5110.02%
420TE CONNECTIVITY LTD COM CHF0.77TEL13,131$1,5070.02%
421SPDR SER TR S&P HOMEBUILDERS ETF78464A88824,952$1,5050.02%
422SPDR NUVEEN BARCLAYS CAPITAL MUNI BOND78468R72132,825$1,4970.02%
423ALTRIA GROUP INCMO32,617$1,4910.02%
424GARTNER INCIT4,401$1,4790.02%
425CONSTELLATION BRANDS INC CL ASTZ6,340$1,4690.02%
426SAP AG SPON ADR EACH REP 1 ORD NPVSAPGF14,187$1,4640.02%
427DESCARTES SYS GROUP24990610820,946$1,4590.02%
428WISDOMTREE US QLTY DIV GRWTHWT24,144$1,4570.02%
429UNITED STATES STEEL CORPUNTCW57,885$1,4500.02%
430ANHEUSER-BUSCH ADRBUDFF23,977$1,4400.02%
431OTIS WORLDWIDE CORP COMOTIS18,360$1,4380.02%
432ABB LTD ADRABLZF47,027$1,4320.02%
433ISHARES EDGE MSCI MULTIFACTOR INTL46434V27457,590$1,4170.02%
434D R HORTON INC23331A10915,643$1,3940.02%
435YETI HOLDINGS INCYETI33,606$1,3880.02%
436BRITISH AMERICAN TOBACCO LVL II ADR EACH11044810734,512$1,3800.02%
437SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U80852477125,800$1,3790.02%
438LAS VEGAS SANDS CORPLVS28,687$1,3790.02%
439BWX TECHNOLOGIES INCBWXT23,548$1,3680.02%
440ROYAL BANK OF CANADA COM NPV ISIN #CA78078008710214,403$1,3540.02%
441VANGUARD INTERNATIONAL BOND INDEX92203J40728,548$1,3540.02%
442CONAGRA FOODS INCCAG34,908$1,3510.02%
443SPDR Portfolio S&P 600 Sm Cap ETF78468R85336,330$1,3430.02%
444AON PLCAON4,431$1,3300.02%
445SPDR SERIES TRUST NUVEEN S&P HIGH YLD MU78464A28427,097$1,3270.02%
446SPDR DOW JONES INDL AVERAGE ETF TR UNIT78467X1093,991$1,3220.02%
447ISHARES S&P SMALLCAP VALUE INDEX46428787914,264$1,3020.02%
448VALERO ENERGY CORPVLO10,248$1,3000.02%
449LAZARD LTDLAZ37,308$1,2930.02%
450SECTOR SPDR ENERGY81369Y50614,621$1,2790.02%
451GOLDMAN SACHS GROUPGSCE3,585$1,2310.02%
452S & P GLOBAL INCSPGI3,635$1,2180.02%
453PHILLIPS 66 COMPSX11,567$1,2040.02%
454READY CAPITAL CORPRC-PE107,566$1,1980.02%
455WELLCARE MGMT GROUP INCWELL18,276$1,1980.02%
456ISHARES RUSSELL 2000 GROWTH INDEX FUND4642876485,566$1,1940.02%
457TOLL BROS INCTOL23,856$1,1910.02%
458ALPS ETF00162Q45230,635$1,1660.02%
459WISCONSIN ENERGYWEC12,400$1,1630.02%
460FAIR ISAAC CORP COMFICO1,930$1,1550.02%
461ISHARES MT GOV/CORP46428861211,188$1,1460.02%
462SONY GROUP CORPORATION SPON ADSSNEJF14,978$1,1430.02%
463PINDUODUO INCPDD13,970$1,1390.02%
464CATALENT INC COM14880610225,132$1,1310.02%
465WELLS FARGO & CO94974610127,311$1,1280.02%
466EDWARDS LIFESCIENCES CORPEW14,763$1,1010.02%
467EVERSOURCE ENERGYES13,117$1,1000.02%
468BARCLAYS ADRBCLYF140,683$1,0970.02%
469LIBERTY GLOBAL INC COM SER CLBTYK56,169$1,0910.02%
470CARRIER GLOBAL CORPORATION COMCARR26,336$1,0860.02%
471ISHARES MSCI ACWI EX US46428824023,723$1,0790.02%
472ISHARES TR RESIDENTIAL MULT46428856215,495$1,0590.02%
473VANGUARD ESG US STOCK ETF92191073316,027$1,0560.02%
474WISDOMTREE LARGECAP DIVIDENDWT17,018$1,0540.02%
475SECTOR SPDR TR SHS BEN INT INDUSTRIAL81369Y70410,737$1,0540.02%
476APPLIED MATERIALS INC03822210510,797$1,0510.02%
477INTUITIVE SURGICAL INC.ISRG3,957$1,0500.02%
478STERIS CORPORATIONSTE5,633$1,0400.01%
479FISERV INCFISV10,183$1,0290.01%
480BROOKFIELD ASSET MANAGEMENT INC11300410535,696$1,0230.01%
481BAR HARBOR BANKSHARES06684910031,846$1,0200.01%
482PRUDENTIAL FINANCIAL INCPUKPF10,240$1,0180.01%
483First Long Island Corp.32073410656,270$1,0130.01%
484GLOBAL X FDS37954Y34324,296$1,0030.01%
485NEUROCRINE BIOSCIENCES INNBIX8,355$9980.01%
486ISHARES US ETF TR SHT MAT BD ETF46431W50720,144$9920.01%
487VANGUARD INTL EQUITY INDEX FDS TOTAL WOR92204274211,374$9800.01%
488BAXTER INTERNATIONAL07181310919,164$9770.01%
489Blackrock Ultra Short Term Bon46434V87819,500$9760.01%
490E O G RESOURCES INCEOG7,479$9690.01%
491TRANSCAT INC COMTRNS13,650$9670.01%
492SPDR Portfolio Aggreagte Bond78464A64937,500$9420.01%
493ELME COMMUNITIES SH BEN INTELME52,391$9330.01%
494AFLAC INCAFL12,950$9320.01%
495ISHARES 7-10 YEAR TREASURY BOND ETF4642874409,700$9290.01%
496TRAVEL PLUS LEISURE CO COM89416410225,535$9290.01%
497CIGNA CORP1255231002,801$9280.01%
498ENPHASE ENERGY INCENPH3,497$9270.01%
499ALPS ETF TR CLEAN ENERGY00162Q46020,364$9260.01%
500BOSTON SCIENTIFIC CORPBSX19,965$9240.01%