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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 Q2 2023 · Filed May 16, 2023 · Accession 0001080628-23-000004

Total Value
$6.8M
Positions
782
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TRUST CORE MSCI TOTAL INTL STK E46432F8344,674,232$289,5694.36%
2VANGUARD S&P 500 ETF922908363696,824$262,0553.94%
3MICROSOFT CORPMSFT663,518$191,2922.88%
4BERKSHIRE HATHAWAY INCORPORATED CLASS ABRK-A407$189,4992.85%
5APPLE INCAAPL1,105,445$182,2882.74%
6VANGUARD DIVIDEND APPRECIATION921908844980,399$150,9912.27%
7VANGUARD HIGH DIVIDEND YIELD9219464061,352,477$142,6862.15%
8SPDR SER TR MSCI USA STRTGIC78468R8121,228,208$142,3862.14%
9ISHARES RUSSELL 1000 ETF464287622546,643$123,1201.85%
10VANGUARD TOTAL STOCK MARKET922908769502,125$102,4841.54%
11ISHARES TR IBONDS DEC 2024 TERM46436E8743,702,906$88,9071.34%
12PEPSICO INCPEP457,475$83,3981.25%
13ISHARES TR IBONDS DEC 2024 TERM MUNI BD ETF46435U6973,213,076$83,1221.25%
14JPMORGAN CHASE & COVYLD567,980$74,0131.11%
15ALPHABET INC CLASS AGOOG657,126$68,1641.03%
16RAYLIANT QUANTAMENTAL00774Q1973,934,992$67,9181.02%
17VANGUARD LRG CAP ETF US PRIME MKT 750922908637360,285$67,3051.01%
18Berkshire Hathaway Inc BBRK-A216,118$66,7311.00%
19UNITEDHEALTH GROUPUNH127,281$60,1520.90%
20CHEVRON CORPCVX349,338$56,9980.86%
21MERCK & CO INCMRK531,710$56,5690.85%
22ISHARES TR RUSSELL464287689238,268$56,0910.84%
23PROCTER & GAMBLE CO742718109356,137$52,9540.80%
24MASTERCARD INCMA140,132$50,9250.77%
25VANGUARD EXTENDED MARKET ETF S &P COMPL922908652361,758$50,7180.76%
26ISHARES CORE TOTAL US BOND MARKET464287226482,230$48,0490.72%
27AMAZON.COM INCAMZN458,377$47,3460.71%
28ISHARES S&P SMALLCAP 600464287804487,261$47,1180.71%
29VANGUARD INTL EQUITY INDEX FDS MSCI EMER9220428581,146,602$46,3230.70%
30VANGUARD FTSE DEVELOPED MKTS ETF9219438581,013,124$45,7630.69%
31VANGUARD INDEX VALUE922908744318,441$43,9800.66%
32PIMCO ENHANCED SHORT MATURITY72201R833438,827$43,5540.66%
33VANGUARD MID-CAP VALUE ETF922908512316,562$42,4410.64%
34LOWES COMPANIES548661107205,206$41,0350.62%
35SPDR S&P 500SPY99,591$40,7720.61%
36ISHARES CORE S&P 500 ETF46428720097,522$40,0890.60%
37INTUIT INCINTU87,813$39,1500.59%
38ACCENTUREACN135,514$38,7310.58%
39VANGUARD SMALL CAP VALUE ETF922908611243,349$38,6340.58%
40HOME DEPOT INCHD127,091$37,5070.56%
41SPDR GOLD TRUSTGLD197,351$36,1590.54%
42VERTEX PHARMACEUTCLS INCVRTX112,446$35,4280.53%
43ALPHABET INC CLASS CGOOG333,861$34,7220.52%
44ISHARES RUSSELL 1000 GROWTH ETF464287614140,618$34,3570.52%
45TJX COMPANIES INC872540109434,801$34,0710.51%
46NXP SEMICONDUCTORS N VNXPI172,946$32,2510.49%
47SCHWAB STRATEGIC TR INTL SMALL CAP EQUIT808524888947,067$31,9260.48%
48ISHARES S&P MIDCAP 400464287507119,869$29,9860.45%
49JOHNSON & JOHNSONJNJ193,443$29,9840.45%
50VANGUARD SMALL CAP GROWTH ETF922908595137,435$29,7420.45%
51MCDONALDS CORPMCD105,964$29,6290.45%
52NORTHROP GRUMMAN CORPNOC62,772$28,9830.44%
53iShares Core S&P U.S Value ETF464287663389,242$28,7180.43%
54CVS HEALTH CORPORATIONCVS384,663$28,5840.43%
55INTERCONTINENTAL EX45866F104273,202$28,4920.43%
56JACOBS ENGR GROUP INC COMJ242,205$28,4620.43%
57INVESCO S&P 500 EQUAL WEIGHT ETFIVZ195,705$28,3030.43%
58CISCO SYSTEMS INCCSCO530,606$27,7400.42%
59UNITED RENTALS INCURI69,836$27,6380.42%
60ISHARES MSCI EAFE INDEX464287465377,616$27,0070.41%
61SECTOR SPDR TECHNOLOGY ETF81369Y803175,448$26,4940.40%
62CDW CORP COM USD0.01CDW134,128$26,1400.39%
63AUTOZONE INC NEVAZO10,602$26,0610.39%
64BJS WHSL CLUB HLDGS INC COM05550J101341,127$25,9500.39%
65SYSCO CORPSYY332,189$25,6550.39%
66ABBVIE INCABBV159,136$25,3620.38%
67SPDR S&P DIVIDEND78464A763200,903$24,8540.37%
68LAM RESEARCH CORPORATIONLRCX46,796$24,8070.37%
69SUNCOR ENERGY COMSU787,266$24,4450.37%
70MOODY'S CORPMCO79,555$24,3450.37%
71AMERICAN TOWER CORPORATION03027X100118,335$24,1810.36%
72ISHARES SH TR CRPORT ETF464288646466,657$23,5850.35%
73ISHARES S&P NATL AMT FREE MUNI BND FND464288414216,660$23,3430.35%
74CATERPILLAR INCCAT99,234$22,7090.34%
75ISHARES EDGE MSCI MULTIFACTOR USA46434V282544,338$22,5570.34%
76JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206470,535$22,5290.34%
77SCH US DIV EQUITY ETF808524797305,378$22,3410.34%
78ORACLE CORPORATIONORCL-PD232,753$21,6270.33%
79ISHARES S&P 500 GROWTH INDEX464287309331,612$21,1870.32%
80EXXON MOBIL CORPXOM192,551$21,1150.32%
81VANGUARD RUSSELL 1000 VALUE INDEX ETF92206C714313,597$20,9510.32%
82AMERICAN EXPRESSAXP126,760$20,9090.31%
83DB X-TRACKERS MSCI EAFE HEDGED EQ233051200586,437$20,6430.31%
84SECTOR SPDR HEALTH CARE81369Y209157,960$20,4500.31%
85AUTOMATIC DATA PROCESSING INCADP90,885$20,2340.30%
86ISHARES CORE MSCI EAFE ETF46432F842301,985$20,1880.30%
87ISHARES CORE S&P TOTAL US STOCK MARKET E464287150222,314$20,1310.30%
88VANGUARD CORP BOND ETF92206C409262,296$19,9950.30%
89VANGUARD RUSSELL 1000 GROWTH ETF92206C680314,530$19,7810.30%
90VANGUARD TOTAL INTL ETF921909768355,958$19,6520.30%
91ISHARES MSCI EAFE GROWTH INDEX464288885209,101$19,5890.29%
92AIR PRODUCTS & CHEMAIIR67,562$19,4040.29%
93WALT DISNEY CO254687106193,584$19,3840.29%
94VISA INC COMV83,247$18,7690.28%
95SCHWAB US LARGE CAT ETF808524201387,763$18,7560.28%
96ISHARES MSCI EAFE SMALL CAP INDEX464288273312,976$18,6250.28%
97PFIZER INCPFE446,040$18,1980.27%
98GRAINGER W W INC38480210426,235$18,0710.27%
99PNC FINANCIAL SERVICES GROUP693475105140,239$17,8240.27%
100VANGUARD INDEX GROWTH92290873670,511$17,5880.26%
101VANGUARD INTERMEDIATE TERM CORP BOND92206C870218,010$17,4890.26%
102KKR & CO LPKKRT329,250$17,2920.26%
103ISHARES RUSSELL MID-CAP ETF464287499241,796$16,9060.25%
104ABBOTT LABORATORIESABLZF161,234$16,3270.25%
105RAYTHEON TECHNOLOGIES CORP COMRTX166,617$16,3170.25%
106BOEING COBA-PA76,565$16,2650.24%
107ISHARES TR RUSSELL464287630117,990$16,1670.24%
108AIRBNB INC COM CL AABNB128,296$15,9600.24%
109ISHARES S&P 500 VALUE INDEX464287408104,663$15,8840.24%
110DANAHER CORP23585110262,739$15,8130.24%
111HONEYWELL INTL INC43851610682,680$15,8020.24%
112SERVICE NOW INCNOW33,467$15,5530.23%
113QUALCOMM INCQCOM121,401$15,4880.23%
114ARAMARK HOLDINGS CORP COM USD0.01ARMK430,803$15,4230.23%
115TEXAS PACIFIC LAND TRUSTTPL8,887$15,1170.23%
116CAPITAL ONE FINANCIAL CORP14040H105157,048$15,1020.23%
117COSTCO WHOLESALE CORP22160K10530,244$15,0270.23%
118AMERICAN HOMES 4 RENTAMH-PG474,438$14,9210.22%
119BRISTOL MYERS SQUIBBCELG-RI213,324$14,7850.22%
120ELECTRONIC ARTSEA122,014$14,6970.22%
121TRIMBLE NAVIGATION LTDTRMB277,392$14,5410.22%
122CACI INTL INC CL A12719030446,975$13,9180.21%
123AT&T INCT-PC714,656$13,7570.21%
124INVESCO EXCH TRD SLF IDX FD TR BULSHS 2026 CBIVZ699,099$13,3950.20%
125CLAYMORE EXCHANGE TRD FD TR GUGENHIM 2025IVZ644,334$13,0670.20%
126AGILENT TECH INCA93,363$12,9160.19%
127BANK OF AMERICA060505104447,018$12,7850.19%
128ISHARES CORE US GROWTH ETF464287671142,207$12,6240.19%
129UNITED PARCEL SERVICES INCUPS64,433$12,4990.19%
130ISHARES RUSSELL 2000 ETF46428765570,060$12,4990.19%
131MC CORMICK & CO INCMKC-V149,866$12,3790.19%
132SCHWAB STRATEGIC TR 1000 INDEX ETF808524722303,193$11,9910.18%
133DFA T.A. U.S. CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS25434V708461,765$11,7660.18%
134L3HARRIS TECHNOLOGIES INC COMLHX58,261$11,4330.17%
135VEEVA SYS INC CL A COMVEEV60,832$11,1800.17%
136ISHARES MSCI USA MINIMUM VOLATILITY ETF46429B697153,139$11,1390.17%
137BROADCOM INCAVGO16,752$10,7470.16%
138ISHARES SHORT-TERM NATIONAL AM464288158101,917$10,6690.16%
139LILLY ELI & COMPANYLLY30,645$10,5240.16%
140WALGREENS BOOTS ALLIANCE INC COM ISIN #U931427108303,920$10,5100.16%
141THE ENSIGN GROUPENSG109,537$10,4650.16%
142INVESCO BULLETSHARESIVZ537,699$10,3830.16%
143SSGA ACTIVE ETF MULTI-ASSET REAL RETURN78467V103372,853$10,2830.15%
144VANECK VECTORS HIGH YLD MUNI92189H409195,169$10,0980.15%
145THERMO FISHER SCIENTIFIC INCTMO17,095$9,8530.15%
146NEXTERA ENERGY INCNEE-PW127,064$9,7940.15%
147PIONEER NATURAL RESOURCES CO72378710747,811$9,7650.15%
148ISHARES U S ETF TR46431W838192,522$9,6180.14%
149INVESCO QQQ TRUSTIVZ29,928$9,6050.14%
150UNION PACIFIC CORPUNP47,026$9,4640.14%
151MARKEL CORPORATIONMKL7,403$9,4570.14%
152LANTHEUS HOLDINGS INCLNTH114,237$9,4310.14%
153SPDR SER TR78468R739197,234$9,3780.14%
154BROADRIDGE FINANCIAL SOLUTIONS11133T10363,509$9,3090.14%
155COMCAST CORPCCZ238,136$9,0280.14%
156JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654177,012$8,9900.14%
157MCCORMICK & CO INCMKC-V107,628$8,9560.13%
158GENERAL MILLS INC370334104104,693$8,9470.13%
159FORTUNE BRANDS INNOVATIONS INCFBIN150,794$8,8560.13%
160LANDSTAR SYSTEM INC.LSTR49,032$8,7890.13%
161ISHARES MSCI ACWI ETF46428825795,380$8,6950.13%
162VANGUARD MUNI BOND TAX-EXEMPT ETF922907746170,690$8,6470.13%
163ISHARES S&P SMALLCAP 600 GROWTH46428788777,980$8,5730.13%
164GOLDMAN SACHS ETF TRNVGLF85,375$8,5490.13%
165ISHARES TR46436E71884,876$8,5370.13%
166FIRST TR EXCHNG TRADED FD VIII TCW UNCON33740F888349,943$8,4720.13%
167EMERSON ELECTRIC COEMR95,565$8,3280.13%
168TARGET CORPTGT50,226$8,3190.13%
169LINDE PLCLIN23,349$8,2990.12%
170ICON PLCICLR38,809$8,2890.12%
171PROLOGIS INCPLDGP65,790$8,2090.12%
172ISHARES MSCI EMERGING MARKETS464287234206,474$8,1470.12%
173ISHARES RUSSELL 1000 VALUE ETF46428759853,455$8,1390.12%
174JEFFERIES GROUP INC.47233W109256,375$8,1370.12%
175ISHARES MSCI EAFE VALUE INDEX464288877167,488$8,1280.12%
176EATON CORP PLC COMETN47,166$8,0810.12%
177ISHARES TRUST RUSSELL 2500 USD ETF46435G268146,676$8,0410.12%
178LKQ CORPLKQ139,851$7,9380.12%
179ELEVANCE HEALTH, INC.ELV17,026$7,8290.12%
180ECOLAB INCECL47,285$7,8270.12%
181DUKE ENERGY CORP COM USD0.001 ISIN #US26DUKB76,868$7,4150.11%
182PHILLIPS EDISON &CO INCPECO226,156$7,3770.11%
183BROOKFIELD INFRASTRUCTURE CORP COMBIPC159,239$7,3350.11%
1843M COMPANYMMM69,201$7,2740.11%
185GENUINE PARTS COGPC43,049$7,2030.11%
186COCA COLA COKO114,290$7,0890.11%
187ROPER INDS INCROP15,918$7,0150.11%
188INTERNATIONAL BUSINESS MACHINESINTR53,211$6,9750.10%
189VERIZON COMMUNICATIONSVZ179,337$6,9740.10%
190GOLUB CAP BDC INC38173M102513,239$6,9600.10%
191US BANCORPUSB-PS192,662$6,9450.10%
192VANGUARD RUSSELL 1000 ETF92206C73037,270$6,9450.10%
193ENBRIDGE INCENNPF179,669$6,8540.10%
194INVESCO BULLETSHARSIVZ340,327$6,8300.10%
195ISHARES BARCLAYS 1-3 YEAR TREASURY BOND46428745782,153$6,7500.10%
196NVIDIA CORPNVDA23,520$6,5330.10%
197CHENIERE ENERGY INC NEWLNG41,363$6,5190.10%
198PHILIP MORRIS INTERNATIONAL INC71817210966,989$6,5150.10%
199IShares DJ Financial Sector In46428778890,936$6,4690.10%
200MARSH & MCLENNAN COS57174810238,672$6,4410.10%
201PAYCHEX INCPAYX55,981$6,4150.10%
202GLOBE LIFE INC COMGL-PD57,517$6,3280.10%
203REPUBLIC SERVICES INC CL A76075910046,369$6,2700.09%
204EDISON INTERNATIONAL28102010788,770$6,2660.09%
205DOW CHEMICAL CODOW113,683$6,2320.09%
206AMGEN INCAMGN25,741$6,2230.09%
207ALAMOS GOLD INC.AGI506,551$6,1950.09%
208B C E INC NEWBCPPF135,677$6,0770.09%
209SPDR INDEX SHS FDS78463X889186,945$6,0050.09%
210NUSHARES ETF TR NUVEEN ESG USNU268,638$6,0040.09%
211BROOKFIELD RENEWABLE CORP COM CL ABEPC171,532$5,9950.09%
212MICROCHIP TECHNOLOGY INCMCHPP70,282$5,8880.09%
213BP PLC ADR (CNV INTO 6 ORD USD0.25 SHS)BPPFF154,691$5,8690.09%
214IQ HEDGE MULTI-STRATEGY TRACKER45409B107199,435$5,8250.09%
215ISHARES DOW JONES INTL SELECT DIV IDX464288448209,881$5,7700.09%
216BOOKING HLDGS INC COMBKNG2,173$5,7640.09%
217KINDER MORGAN INCEP-PC328,711$5,7560.09%
218ISHARES TRUST HIGH DIVIDEND ETF46429B66356,310$5,7240.09%
219NVENT ELECTRIC PLC COMNVT128,960$5,5380.08%
220CORNING INCGLW155,498$5,4860.08%
221BROOKFIELD ASSET MANAGEMENT INC LTD VTG11271J107167,311$5,4530.08%
222The Simplify Interest Rate Hed82889N85587,279$5,3200.08%
223OLD REPUBLIC INTERNATIONAL680223104210,797$5,2640.08%
224MEDTRONIC INCMDT64,834$5,2270.08%
225ACTIVISION BLIZZARD INC COM00507V10956,448$4,8310.07%
226ISHARES S&P NORTH AMERICAN TECHNOLOGY SO46428751515,519$4,7290.07%
227INVSC BLTSHRS 2029 CORPIVZ257,189$4,7040.07%
228GILEAD SCIENCES INCGILD56,693$4,7040.07%
229BECTON DICKINSONBDX18,897$4,6780.07%
230LINCOLN ELECTRIC HOLDINGS53390010627,366$4,6280.07%
231FIDELITY NATIONAL FINANCIAL INCFNF132,379$4,6240.07%
232NETFLIX COM INC COMNFLX13,299$4,5950.07%
233VANGUARD INDEX FDS VANGUARD SMALL CAP VI92290875124,042$4,5570.07%
234ENVISTA HOLDINGS CORPNVST111,302$4,5500.07%
235CYBERARK SOFTWARE LTD COMM2682V10830,131$4,4590.07%
236VANGUARD REIT INDEX ETF92290855353,354$4,4310.07%
237KEYSIGHT TECHNOLOGIES INC COM USD0.01 WDKEYS27,438$4,4310.07%
238CHECK POINT SOFTWARE TECHNOLOGIESM2246510434,032$4,4240.07%
239NEXSTAR BROADCASTING GPNXST25,252$4,3600.07%
240SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X848168,875$4,3450.07%
241SALESFORCE COM INCCRM21,475$4,2900.06%
242US FOOD HOLDING CORPUSFD115,744$4,2760.06%
243DIAGEO ADRDGEAF23,232$4,2090.06%
244NEUROCRINE BIOSCIENCES INNBIX41,424$4,1930.06%
245INTEL CORPINTC127,328$4,1600.06%
246FIRST INDUSTRIAL REALTY TRUST32054K10376,465$4,0680.06%
247VANGUARD MID-CAP ETF92290862919,247$4,0600.06%
248NMI HOLDINGS INC CLASS ANMIH181,675$4,0570.06%
249LIVE NATION ENTMTLYV57,719$4,0400.06%
250META PLATFORMS INC CL AMETA19,027$4,0330.06%
251ZIMMER BIOMET HLDGS INC COMZBH31,124$4,0210.06%
252AGCO CORPAGCO29,696$4,0150.06%
253DEERE & COMPANYDE9,596$3,9620.06%
254ASPEN TECHNOLOGY INC COM29109X10617,309$3,9620.06%
255SCHWAB LARGE CAP VALUE ETF80852440960,257$3,9520.06%
256VANGUARD MID CAP GRWTH INDEX I NTL US92290853819,994$3,8970.06%
257CLOROX COMPANYCLX24,604$3,8930.06%
258WISDOMTREE EQUITY INC FDWT47,277$3,8890.06%
259GENERAL MOTORS CO37045V100105,946$3,8860.06%
260WESCO INTERNATIONAL INC.95082P10524,803$3,8330.06%
261SPDR PORTFOLIO MID CAP ETF78464A84784,602$3,7170.06%
262AMPHENOL CORPORATION03209510145,453$3,7140.06%
263SPDR DOUBLELINE TOTAL RETURN TACT ETF78467V84890,286$3,7040.06%
264TRANSDIGM GROUP INCTDG5,001$3,6860.06%
265COLGATE-PALMOLIVE COCL48,714$3,6610.06%
266IDACORPIDA33,496$3,6290.05%
267CASEY'S GENERAL STORES INC14752810316,489$3,5690.05%
268BOOZ ALLEN HAMILTONBAH37,983$3,5210.05%
269KLA-TENCOR CORPORATIONKLAC8,810$3,5170.05%
270TOLL BROS INCTOL57,893$3,4750.05%
271STARBUCKS CORPSBUX32,800$3,4150.05%
272CANADIAN NATL RY CO13637510228,795$3,3970.05%
273WYNDHAM HOTELS &RESORTS INC COMWH49,911$3,3860.05%
274SCHWAB STRATEGIC TR INTL EQUITY ETF80852480596,454$3,3570.05%
275INTEGER HOLDINGS CORP COMITGR43,212$3,3490.05%
276VANGUARD SHORT-TERM BOND INDEX92193782743,104$3,2970.05%
277REGENERON PHARMACEUTICALS INCREGN4,013$3,2970.05%
278ACADEMY SPORTS & OUTDOORS INCASO50,207$3,2760.05%
279CLIFFS NATURAL RES INCCLF175,882$3,2240.05%
280ISHARES 20 YEAR TREASURY BOND ETF46428743230,213$3,2140.05%
281TESLA INCTSLA15,327$3,1800.05%
282LABORATORY CORP OF AMERICA50540R40913,698$3,1430.05%
283EXTRA SPACE STORAGE INCEXR18,980$3,0920.05%
284DUPONT DE NEMOURS INC COMDD43,012$3,0870.05%
285HALOZYME THERAPEUTICS INC COMHALO80,486$3,0740.05%
286ADVANCED MICRO DEVICES INCAMD31,039$3,0420.05%
287ARCH CAPITAL GROUPG0450A10544,207$3,0000.05%
288ANSYS INC03662Q1058,938$2,9750.04%
289VANGUARD SCOTTSDALE FDS VANGUARD RUSS3000 IDX FD ETF SHS92206C59916,212$2,9720.04%
290ISHARES CORE DIVIDEND GROWTH46434V62159,092$2,9540.04%
291EXTREME NETWORKS INC.EXTR153,939$2,9430.04%
292NOVO-NORDISK ADRNONOF18,176$2,8930.04%
293WESTERN ALLIANCE BANCORPORATIONWAL-PA80,781$2,8710.04%
294BOX INCBXCAP106,978$2,8660.04%
295QUANTA SERVICES INC74762E10216,997$2,8320.04%
296MODERNA INC COMMRNA18,390$2,8240.04%
297SCHLUMBERGER LIMITEDSLB57,384$2,8180.04%
298FLEXSHARES IBOXX 3YR TARGET TIPSFLEX113,769$2,7500.04%
299DBX ETF TR XTRACK USD HIGH23305143278,918$2,7420.04%
300IMPERIAL OIL COMIMO53,881$2,7380.04%
301YUM! BRANDS INCYUM20,500$2,7080.04%
302REALTY INCOME CORPORATIONO42,572$2,6960.04%
303ISHARES DOW JONES SELECT DIVIDEND INDEX46428716822,966$2,6910.04%
304AMERICAN FINANCIAL GROUP INC02593210422,009$2,6740.04%
305SM ENERGY COSM94,550$2,6630.04%
306SHELL ADR EACH REP 2 ORD WIRYDAF45,947$2,6440.04%
307DFA TAX MANAGED US EQUITY PORTFOLIO25434V40159,302$2,6350.04%
308ASML HOLDING NVASMLF3,863$2,6300.04%
309CAMDEN PROPERTY TRUST13313110225,069$2,6280.04%
310TRAVEL PLUS LEISURE CO COM89416410266,635$2,6120.04%
311MSCI INC.MSCI4,608$2,5790.04%
312WEBSTER FINANCIAL CORP94789010964,771$2,5530.04%
313LOCKHEED MARTIN CORPLMT5,344$2,5260.04%
314LITHIA MOTORS INC CL A53679710310,958$2,5090.04%
315SCHWAB US BROAD MARKET ETF80852410252,345$2,5050.04%
316Short S&P 500 Proshares74347B425166,189$2,4930.04%
317MONDELEZ INTL INC COM60920710535,617$2,4830.04%
318CORTEVA INC COMCTVA40,682$2,4540.04%
319DISCOVER FINL SVCS25470910824,520$2,4240.04%
320ISHARES BARCLAYS TIPS BOND46428717621,921$2,4170.04%
321FIDELITY TOTAL BOND ETF31618830952,084$2,3960.04%
322LIBERTY MEDIA CORPFWONB68,760$2,3780.04%
323ISHARES MSCI KLD 400 SOCIAL46428857030,462$2,3760.04%
324ISHARES MSCI USA ESG SELECT ETF46428880226,961$2,3660.04%
325LULULEMON ATHLETICA INC COM STK USD0.01LULU6,448$2,3480.04%
326BLACKROCK INCBLK3,351$2,2420.03%
327FEDERAL REALTY INVESTMENT TRUST31374510122,460$2,2200.03%
328ISHARES TR S&P US PFD STK INDEX FD46428868771,040$2,2180.03%
329PAYCOM SOFTWARE INC COMPAYC7,288$2,2160.03%
330BEIGENE LTD SPON ADS EACH REPR 13 ORDBEIGF10,187$2,1960.03%
331EPAM SYS INCEPAM7,327$2,1910.03%
332NIKE INCNKE17,743$2,1760.03%
333ISHARES DOW JONES US HOME CONSTRUCTION46428875230,871$2,1700.03%
334NORFOLK SOUTHERN CORP65584410810,218$2,1660.03%
335ISHARES GLOBAL INFRASTRUCTURE46428837245,394$2,1650.03%
336WATERS CORP9418481036,927$2,1450.03%
337WALMART STORES INCWMT14,463$2,1330.03%
338NORTHERN LTS FD TR IIINTRSO100,648$2,1320.03%
339BROOKFIELD ASSET MANAGEMENT INC11300410564,290$2,1040.03%
340ISHARES RUSSELL MIDCAP GROWTH INDEX46428748122,975$2,0920.03%
341VANGUARD TOTAL BOND MARKET ETF92193783528,317$2,0910.03%
342LISTED FD TR53656F84768,659$2,0480.03%
343ABRDN PHYSICAL GOLD SHARES ETF00326A104107,480$2,0280.03%
344VERADIGM INC01988P108154,141$2,0120.03%
345ISHARES GOLD TRUSTIAU53,394$1,9950.03%
346WASTE MANAGEMENT INC94106L10912,202$1,9910.03%
347SPDR BARCLAYS 1-3 MONTH T-BILL ETF78468R66321,666$1,9890.03%
348SNAP ON INCSNA8,019$1,9800.03%
349UNITED BANKSHARES INCUNTCW56,106$1,9750.03%
350VANGUARD INTERNATIONAL EQUITY INDEX92204277536,446$1,9490.03%
351ASTRAZENECA ADRAZN27,910$1,9370.03%
352HOLOGIC INCHOLX23,933$1,9310.03%
353ZOETIS INC COM USD0.01 CL AZTS11,589$1,9290.03%
354ADOBE SYSTEMS INCADBE4,979$1,9190.03%
355PRIVIA HEALTH GROUP INC COMPRVA69,448$1,9170.03%
356FIRST TRUST LONG SHORT EQUITY ETF33739P10337,311$1,8960.03%
357THE CHARLES SCHWAB CORPSCHW-PJ35,857$1,8780.03%
358VMWARE INC92856340214,997$1,8720.03%
359SPDR S&P 600 SMALL CAP GROWTH78464A20124,688$1,8210.03%
360VANGUARD RUSSELL 2000 ETF92206C66424,870$1,7930.03%
361HENRY SCHEIN INCHSIC21,905$1,7860.03%
362SAP AG SPON ADR EACH REP 1 ORD NPVSAPGF14,071$1,7810.03%
363SANOFI ADRSNYNF32,684$1,7790.03%
364METTLER-TOLEDO INTERNATIONAL INC.MTD1,140$1,7440.03%
365GENERAL ELECTRIC CO36960430118,159$1,7360.03%
366DESCARTES SYS GROUP24990610820,662$1,6660.03%
367IDEX CORPORATION45167R1047,198$1,6630.03%
368UNILEVER PLCUNLYF31,905$1,6570.02%
369D R HORTON INC23331A10916,740$1,6350.02%
370TEXAS INSTRUMENTS INC8825081048,772$1,6320.02%
371VANGUARD INTL EQUITY INDEX FDS TOTAL WOR92204274217,583$1,6190.02%
372ISHARES CORE MSCI EMERGING MARKETS ETF46434G10332,977$1,6090.02%
373TE CONNECTIVITY LTD COM CHF0.77TEL12,211$1,6010.02%
374ISHARES JP MORGAN EMERGING MARKETS BOND46428828118,331$1,5820.02%
375ABB LTD ADRABLZF46,101$1,5810.02%
376AMEX SPDR UTILITIES81369Y88623,154$1,5670.02%
377CBOE HOLDINGS, INC.12503M10811,427$1,5340.02%
378ISHARES 7-10 YEAR TREASURY BOND ETF46428744015,408$1,5270.02%
379HEICO CORPHEI-A8,846$1,5130.02%
380WISDOMTREE US QLTY DIV GRWTHWT24,144$1,5050.02%
381APOLLO GLOBAL MGMT INC COM CL A03769M10623,827$1,5050.02%
382CME GROUP INCCME7,697$1,4740.02%
383ISHARES EDGE MSCI MULTIFACTOR INTL46434V27454,850$1,4530.02%
384DEUTSCHE X-TRACKERS HARVEST CSI 300 CHIN23305187949,186$1,4500.02%
385SPDR NUVEEN BARCLAYS CAPITAL MUNI BOND78468R72130,890$1,4460.02%
386SONY GROUP CORPORATION SPON ADSSNEJF15,605$1,4150.02%
387ESTEE LAUDER COMPANIES INC CL A5184391045,651$1,3930.02%
388SPDR SERIES TRUST NUVEEN S&P HIGH YLD MU78464A28455,561$1,3910.02%
389TRAVELERS COMPANIESTRV8,015$1,3740.02%
390ROYAL BANK OF CANADA COM NPV ISIN #CA78078008710214,365$1,3730.02%
391PUBLIC STORAGEPSA-PS4,538$1,3710.02%
392NICE SYS LTD SPONSORED ADR ISIN #US65365NCSYF5,839$1,3360.02%
393C S X CORPCSX44,620$1,3360.02%
394FAIR ISAAC CORP COMFICO1,881$1,3220.02%
395KIMBERLY CLARK CORPKMB9,807$1,3160.02%
396CITIGROUP INCC-PR27,954$1,3110.02%
397MIDCAP SPDRMDY2,857$1,3100.02%
398ISHARES BARCLAYS SHORT TREAS BOND46428867911,539$1,2750.02%
399SPDR S&P 500 GROWTH78464A40922,949$1,2700.02%
400YETI HOLDINGS INCYETI31,649$1,2660.02%
401SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U80852477122,997$1,2630.02%
402READY CAPITAL CORPRC-PE122,711$1,2480.02%
403ISHARES TR BROAD USD HIGH46435U85334,823$1,2380.02%
404ISHARES MSCI EMERGING MARKETS ESG OPIMITZED ETF46434G86339,250$1,2360.02%
405OTIS WORLDWIDE CORP COMOTIS14,549$1,2280.02%
406APACHE CORPORATIONAPA34,025$1,2270.02%
407METLIFE INCMET-PF21,158$1,2260.02%
408SPDR Portfolio S&P 600 Sm Cap ETF78468R85332,467$1,2260.02%
409SCHWAB LARGE CAP GROWTH ETF80852430018,729$1,2210.02%
410TRANSCAT INC COMTRNS13,650$1,2200.02%
411WEC ENERGY GROUP INCWEC12,700$1,2040.02%
412BRITISH AMERICAN TOBACCO LVL II ADR EACH11044810734,262$1,2030.02%
413WISDOMTREE LARGECAP DIVIDENDWT19,120$1,1830.02%
414SOUTHERN COSOMN16,868$1,1740.02%
415EDWARDS LIFESCIENCES CORPEW14,051$1,1620.02%
416PAYPAL HOLDINGS INCOPYPL15,302$1,1620.02%
417ISHARES TR46428856216,417$1,1590.02%
418VANGUARD ESG US STOCK ETF92191073316,027$1,1490.02%
419FEDEX CORPFDX4,998$1,1420.02%
420CELANESE CORPORATIONCE10,467$1,1400.02%
421WELLTOWER INCWELL15,847$1,1360.02%
422FISERV INCFISV10,018$1,1320.02%
423ISHARES TR - 10-20 YR TRS ETF4642886539,874$1,1310.02%
424BARCLAYS ADRBCLYF155,801$1,1200.02%
425CONOCOPHILLIPSCOP11,261$1,1170.02%
426FORTINET INC COMFTNT16,704$1,1100.02%
427MCKESSON CORPORATIONMCK3,075$1,0950.02%
428ISHARES RUSSELL 2000 GROWTH INDEX FUND4642876484,736$1,0740.02%
429ALTRIA GROUP INCMO24,044$1,0730.02%
430GLOBAL X FDS37954Y34325,621$1,0660.02%
431ISHARES S&P SMALLCAP VALUE INDEX46428787911,306$1,0580.02%
432STERIS CORPORATIONSTE5,531$1,0580.02%
433SPDR S&P 500 VALUE78464A50825,482$1,0380.02%
434LAS VEGAS SANDS CORPLVS17,895$1,0280.02%
435ISHARES US ETF TR SHT MAT BD ETF46431W50720,144$9990.02%
436MICRON TECHNOLOGYMU16,462$9930.01%
437SCHWAB US REIT ETF80852484750,920$9930.01%
438NEWMONT MINING CORPNEMCL20,201$9900.01%
439BROADMARK RLTY CAP INC11135B100208,085$9780.01%
440APPLIED MATERIALS INC0382221057,951$9770.01%
441CADENCE DESIGN SYSTEMS INCCDNS4,646$9760.01%
442NVR INCNVR175$9750.01%
443AKAMAI TECHNOLOGIESAKAM12,414$9720.01%
444BWX TECHNOLOGIES INCBWXT15,355$9680.01%
445Vanguard Ultra Short92203C30319,613$9660.01%
446Gladstone Land Corp37654910157,272$9540.01%
447GARTNER INCIT2,883$9390.01%
448ILLINOIS TOOL WORKS4523081093,856$9390.01%
449HUNTINGTON BANCSHARES INC COMHBANP82,050$9190.01%
450ELME COMMUNITIES SH BEN INTELME51,291$9160.01%
451BLACKSTONE GROUP L P COM UNIT REPSTG LTDBX10,415$9150.01%
452ROCKWELL AUTOMATION INCROK3,119$9150.01%
453CARRIER GLOBAL CORPORATION COMCARR19,969$9140.01%
454MARATHON PETROLEUM CORPMARA6,629$8940.01%
455CROWN CASTLE INTERNATIONAL CORPCCI6,677$8940.01%
456Penske Automotive Group, Inc.70959W1036,297$8930.01%
457COLUMBIA DVRSFD FXD INCM19761L50849,719$8880.01%
458PINDUODUO INC SPON ADSPDD11,524$8750.01%
459IRON MOUNTAIN INC46284V10116,470$8710.01%
460ILLUMINA INCILMN3,739$8700.01%
461SCHWAB STRATEGIC TR FUNDAMENTAL INTL LAR80852475527,759$8680.01%
462HEWLETT-PACKARD COHPQ28,866$8470.01%
463WELLS FARGO & CO94974610122,602$8450.01%
464ANALOG DEVICES INCADI4,267$8420.01%
465AFLAC INCAFL13,005$8390.01%
466LAZARD LTDLAZ25,299$8380.01%
467MOTOROLA INC COMMSI2,920$8360.01%
468WISDOMTREE TRUST CURRNCY INT E Q ETFWT26,799$8280.01%
469AMETEK INCAME5,626$8180.01%
470CHURCH & DWIGHT INCCHD9,255$8180.01%
471SOFI TECHNOLOGIES INCSOFI134,187$8150.01%
472ANHEUSER-BUSCH ADRBUDFF12,124$8090.01%
473AMERICAN ELECTRIC POWER CO INC0255371018,876$8080.01%
474ISHARES S&P MIDCAP 400 GROWTH INDEX46428760611,285$8070.01%
475PHILLIPS 66 COMPSX7,844$7950.01%
476GENERAC HOLDINGS INC COMGNRC7,352$7940.01%
477ISHARES S&P MIDCAP 400 VALUE INDEX4642877057,700$7910.01%
478LIBERTY GLOBAL INC COM SER CLBTYK38,291$7800.01%
479GLOBAL PAYMENTS INC37940X1027,390$7780.01%
480TRUIST FINL CORP89832Q10922,711$7740.01%
481ISHARES TRUST ESG SCREENED S&P MID CAP ET46436E55122,720$7720.01%
482ROBERT HALF INTERNATIONAL INCRHI9,485$7640.01%
483PALO ALTO NETWORKS INCPANW3,809$7610.01%
484IDEXX LABS CORP45168D1041,522$7610.01%
485CSW Industrials, Inc.CSW5,430$7540.01%
486AMERICAN WATER WORKS0304201035,130$7510.01%
487S & P GLOBAL INCSPGI2,176$7500.01%
488CIGNA CORP1255231002,920$7460.01%
489VANGUARD SECTOR INDEX FDS VANGUARD HEALT92204A5043,098$7390.01%
490GLOBAL X FDS US INFR DEV ETF37954Y67326,071$7390.01%
491SCHWAB US SMALL CAP ETF80852460717,611$7380.01%
492SPDR SER TR BLOOMBERG INVT78468R20023,985$7300.01%
493DELL INCDELL18,099$7280.01%
494STRYKER CORPSYK2,543$7260.01%
495ENERGY SELECT SECTOR SPDR ETF81369Y5068,768$7260.01%
496TOWNE BANK89214P10927,158$7240.01%
497JD COM INC SPONSORED ADR REPSTG COM CL AJDCMF16,441$7220.01%
498ENTERPRISE PRODUCTS PARTNERS LP29379210727,602$7150.01%
499PARAMOUNT GLOBAL CLASS B COMMON STOCK92556H20631,925$7120.01%
500ISHARES TR ESG AWR US AGRGT46435U54914,727$7080.01%