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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 Q4 2023 · Filed November 14, 2023 · Accession 0001080628-23-000008

Total Value
$6.7M
Positions
754
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TRUST CORE MSCI TOTAL INTL STK E46432F8345,240,510$314,3784.79%
2VANGUARD S&P 500 ETF922908363749,280$294,2424.48%
3Berkshire Hathaway Inc Class ABRK-A406$215,7803.29%
4MICROSOFT CORPMSFT646,720$204,2023.11%
5APPLE INCAAPL1,072,252$183,5802.80%
6SPDR SER TR MSCI USA STRTGIC78468R8121,444,586$174,3332.65%
7VANGUARD DIVIDEND APPRECIATION921908844854,648$132,7952.02%
8ISHARES RUSSELL 1000 ETF464287622539,374$126,7041.93%
9VANGUARD TOTAL STOCK MARKET922908769488,798$103,8261.58%
10ALPHABET INC CLASS AGOOG688,998$90,1621.37%
11JPMORGAN CHASE & COVYLD558,977$81,0631.23%
12PEPSICO INCPEP453,059$76,7661.17%
13BERKSHIRE HATHAWAY INC - Class BBRK-A211,363$74,0401.13%
14VANGUARD LARGE-CAP INDEX FUND922908637365,452$71,5151.09%
15VANGUARD EXTENDED MARKET ETF S &P COMPL922908652459,216$65,8191.00%
16ISHARES IBONDS DEC 2025 TERM ETF46436E8662,645,525$61,0590.93%
17UNITEDHEALTH GROUPUNH120,740$60,8760.93%
18CHEVRON CORPCVX357,301$60,2480.92%
19ISHARES TR RUSSELL464287689239,721$58,7460.89%
20ISHARES IBONDS DEC 2025 TERM MUNI BDS ETF46435U4322,201,352$57,4110.87%
21RAYLIANT QUANTAMENTAL00774Q1973,933,137$56,8730.87%
22AMAZON.COM INCAMZN446,772$56,7940.86%
23MASTERCARD INCMA138,770$54,9400.84%
24MERCK & CO INCMRK523,409$53,8850.82%
25PROCTER & GAMBLE CO742718109353,905$51,6210.79%
26VANGUARD INTL EQUITY INDEX FDS MSCI EMER9220428581,258,501$49,3460.75%
27VANGUARD FTSE DEVELOPED MKTS ETF9219438581,108,197$48,4500.74%
28INTUIT INCINTU85,247$43,5560.66%
29ALPHABET INC CLASS CGOOG327,609$43,1950.66%
30SPDR S&P 500SPY99,005$42,3230.64%
31ISHARES CORE S&P 500 ETF46428720096,772$41,5570.63%
32LOWES COMPANIES548661107199,397$41,4430.63%
33VANGUARD MID-CAP VALUE ETF922908512315,976$41,3800.63%
34ACCENTUREACN132,094$40,5670.62%
35TJX COMPANIES INC872540109429,333$38,1590.58%
36VERTEX PHARMACEUTCLS INCVRTX108,145$37,6060.57%
37ISHARES RUSSELL 1000 GROWTH ETF464287614140,330$37,3260.57%
38INVESCO S&P 500 EQUAL WEIGHT ETFIVZ263,084$37,2760.57%
39VANGUARD SMALL CAP VALUE ETF922908611232,171$37,0290.56%
40VANGUARD INDEX VALUE922908744268,256$37,0010.56%
41ISHARES S&P SMALLCAP 600464287804392,199$36,9960.56%
42HOME DEPOT INCHD121,153$36,6080.56%
43ISHARES CORE TOTAL US BOND MARKET464287226380,391$35,7720.54%
44iShares 0-3 Month Treasury Bond ETF46436E718347,276$34,9600.53%
45NXP SEMICONDUCTORS N VNXPI169,501$33,8870.52%
46JACOBS ENGR GROUP INC COMJ246,783$33,6860.51%
47PIMCO ENHANCED SHORT MATURITY72201R833334,708$33,5180.51%
48SPDR GOLD TRUSTGLD193,236$33,1300.50%
49ISHARES SH TR CRPORT ETF464288646643,157$32,0490.49%
50VANGUARD SMALL CAP GROWTH ETF922908595147,648$31,6230.48%
51INTERCONTINENTAL EX45866F104272,044$29,9300.46%
52SCHWAB STRATEGIC TR INTL SMALL CAP EQUIT808524888919,897$29,6670.45%
53ISHARES CORE S&P US VALUE ETF464287663393,153$29,3370.45%
54AIRBNB INC COM CL AABNB213,215$29,2550.45%
55ISHARES S&P MIDCAP 400464287507116,789$29,1210.44%
56JOHNSON & JOHNSONJNJ185,877$28,9500.44%
57LAM RESEARCH CORPORATIONLRCX46,180$28,9440.44%
58CDW CORP COMCDW138,334$27,9100.42%
59CISCO SYSTEMS INCCSCO518,925$27,8970.42%
60NORTHROP GRUMMAN CORPNOC63,044$27,7510.42%
61SUNCOR ENERGY COMSU798,393$27,4490.42%
62AUTOZONE INC NEVAZO10,668$27,0970.41%
63IQ HEDGE MULTI-STRATEGY TRACKER45409B107900,105$27,0300.41%
64MCDONALDS CORPMCD101,872$26,8370.41%
65MOODY'S CORPMCO80,027$25,3020.39%
66ISHARES MSCI EAFE SMALL CAP INDEX464288273439,121$24,7970.38%
67VANGUARD INDEX GROWTH92290873690,477$24,6380.38%
68SECTOR SPDR TECHNOLOGY ETF81369Y803149,300$24,4750.37%
69BJS WHOLESALE CLUB05550J101340,038$24,2690.37%
70CVS HEALTH CORPORATIONCVS343,658$23,9940.37%
71ISHARES EDGE MSCI MULTIFACTOR USA46434V282548,466$23,7600.36%
72ISHARES S&P NATL AMT FREE MUNI BND FND464288414228,082$23,3880.36%
73ORACLE CORPORATIONORCL-PD219,142$23,2120.35%
74ABBVIE INCABBV153,892$22,9390.35%
75SCHWAB US DIV EQUITY ETF808524797317,820$22,4890.34%
76VANGUARD HIGH DIVIDEND YIELD921946406216,847$22,4050.34%
77JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206473,346$22,3990.34%
78ISHARES MSCI EAFE INDEX464287465324,501$22,3650.34%
79SPDR S&P DIVIDEND78464A763193,984$22,3100.34%
80UNITED RENTALS INCURI49,754$22,1190.34%
81EXXON MOBIL CORPXOM186,664$21,9480.33%
82SYSCO CORPSYY331,070$21,8670.33%
83ISHARES S&P 500 GROWTH INDEX464287309318,562$21,7960.33%
84VANGUARD CORP BOND ETF92206C409289,747$21,7740.33%
85VANGUARD RUSSELL 1000 GROWTH ETF92206C680315,574$21,5980.33%
86AUTOMATIC DATA PROCESSING INCADP87,604$21,0760.32%
87AMERICAN TOWER CORPORATION03027X100127,573$20,9790.32%
88VANGUARD RUSSELL 1000 VALUE INDEX ETF92206C714314,297$20,9510.32%
89KKR & CO LPKKRT335,309$20,6550.31%
90ISHARES CORE S&P TOTAL US STOCK MARKET E464287150217,606$20,4960.31%
91ISHARES S&P 500 VALUE INDEX464287408126,318$19,4330.30%
92VANGUARD TOTAL INTL ETF921909768353,938$18,9430.29%
93VISA INC COMV81,856$18,8280.29%
94ISHARES MSCI EAFE GROWTH INDEX464288885217,715$18,7890.29%
95SERVICE NOW INCNOW33,531$18,7420.29%
96DB X-TRACKERS MSCI EAFE HEDGED EQ233051200535,825$18,7000.28%
97AIR PRODUCTS & CHEMAIIR65,929$18,6840.28%
98SCHWAB US LARGE CAT ETF808524201366,118$18,5260.28%
99ABBOTT LABORATORIESABLZF190,537$18,4540.28%
100AMERICAN EXPRESSAXP122,505$18,2770.28%
101VANGUARD INTERMEDIATE TERM CORP BOND92206C870239,689$18,2120.28%
102AMERICAN HOMES 4 RENTAMH-PG535,951$18,0560.27%
103MCKESSON CORPORATIONMCK41,429$18,0150.27%
104GRAINGER W W INC38480210426,035$18,0120.27%
105PNC FINANCIAL SERVICES GROUP693475105145,450$17,8570.27%
106ISHARES RUSSELL MID-CAP ETF464287499241,795$16,7440.25%
107COSTCO WHOLESALE CORP22160K10529,122$16,4530.25%
108LILLY ELI & COMPANYLLY29,460$15,8240.24%
109TEXAS PACIFIC LAND TRUSTTPL8,634$15,7450.24%
110ARAMARK HOLDINGS CORP COM USD0.01ARMK435,882$15,1250.23%
111DANAHER CORP23585110260,912$15,1120.23%
112HONEYWELL INTL INC43851610680,589$14,8880.23%
113CACI INTL INC CL A12719030446,684$14,6560.22%
114TRIMBLE NAVIGATION LTDTRMB269,955$14,5400.22%
115PFIZER INCPFE423,892$14,0600.21%
116ISHARES CORE US GROWTH ETF464287671143,654$13,6230.21%
117BOEING COBA-PA70,136$13,4440.20%
118ISHARES TR IBONDS DEC 2024 TERM46436E874555,546$13,2440.20%
119QUALCOMM INCQCOM117,990$13,1040.20%
120VEEVA SYS INC CL A COMVEEV64,115$13,0440.20%
121ISHARES RUSSELL 2000 ETF46428765572,074$12,7380.19%
122BRISTOL MYERS SQUIBBCELG-RI212,434$12,3300.19%
123DFA T.A. U.S. CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS25434V708455,627$11,9370.18%
124SCHWAB STRATEGIC TR 1000 INDEX ETF808524722288,221$11,9040.18%
125RAYTHEON TECHNOLOGIES CORP COMRTX163,807$11,7890.18%
126MC CORMICK & CO INCMKC-V148,066$11,6790.18%
127BANK OF AMERICA060505104423,100$11,5840.18%
128BROADCOM INCAVGO13,647$11,3350.17%
129ISHARES MSCI USA MINIMUM VOLATILITY ETF46429B697154,661$11,1940.17%
130INVESCO BULLETSHARES 2026 COIVZ587,913$11,0470.17%
131MARKEL CORPORATIONMKL7,297$10,7450.16%
132ISHARES CORE MSCI EAFE ETF46432F842166,449$10,7110.16%
133INVESCO BULLETSHARES 2025 COIVZ531,256$10,6840.16%
134INVESCO BULLETSHARES 2024 COIVZ513,122$10,6060.16%
135BROADRIDGE FINANCIAL SOLUTIONS11133T10358,240$10,4280.16%
136ISHARES MSCI ACWI ETF464288257112,173$10,3610.16%
137COMCAST CORPCCZ233,520$10,3540.16%
138PIONEER NATURAL RESOURCES CO72378710745,074$10,3470.16%
139INVESCO QQQ TRUSTIVZ28,790$10,3150.16%
140AGILENT TECH INCA91,113$10,1880.16%
141THE ENSIGN GROUPENSG108,120$10,0480.15%
142LANTHEUS HOLDINGS INCLNTH141,448$9,8280.15%
143L3HARRIS TECHNOLOGIES INC COMLHX56,071$9,7630.15%
144JEFFERIES GROUP INC.47233W109263,853$9,6650.15%
145INTUITIVE SURGICAL INC.ISRG31,958$9,3410.14%
146J P MORGAN EXCHANGE TRADED F46641Q654184,870$9,3270.14%
147VANECK VECTORS HIGH YLD MUNI92189H409187,491$9,2000.14%
148INVESCO BULLETSHARES 2027 COIVZ489,883$9,1800.14%
149UNITED PARCEL SERVICES INCUPS58,828$9,1700.14%
150ISHARES TR IBONDS DEC 2024 TERM MUNI BD ETF46435U697356,212$9,1510.14%
151ISHARES U S ETF TR46431W838183,190$9,1250.14%
152UNION PACIFIC CORPUNP44,564$9,0750.14%
153FORTUNE BRANDS INNOVATIONS INCFBIN145,358$9,0350.14%
154EMERSON ELECTRIC COEMR93,099$8,9910.14%
155ICON PLCICLR36,311$8,9420.14%
156ISHARES RUSSELL 2000 VALUE46428763065,289$8,8500.13%
157THERMO FISHER SCIENTIFIC INCTMO17,044$8,6270.13%
158ISHARES S&P SMALLCAP 600 GROWTH46428788777,443$8,4940.13%
159NVIDIA CORPNVDA19,524$8,4930.13%
160TARGET CORPTGT75,494$8,3470.13%
161LANDSTAR SYSTEM INC.LSTR45,612$8,0710.12%
162SSGA ACTIVE ETF MULTI-ASSET REAL RETURN78467V103298,622$8,0510.12%
163FIRST TR EXCHNG TRADED FD VIII TCW UNCON33740F888332,854$7,9550.12%
164WALT DISNEY CO25468710697,584$7,9090.12%
165ISHARES MSCI EMERGING MARKETS464287234206,871$7,8510.12%
166SPDR Nuveen Bloomberg Short Term Municipal Bond ETF78468R739166,631$7,7030.12%
167CATERPILLAR INCCAT28,213$7,7020.12%
168ISHARES RUSSELL 1000 VALUE ETF46428759850,441$7,6580.12%
169ROPER INDS INCROP15,637$7,5730.12%
170ECOLAB INCECL44,669$7,5670.12%
171INTERNATIONAL BUSINESS MACHINESINTR53,399$7,4920.11%
172NEXTERA ENERGY INCNEE-PW129,863$7,4400.11%
173MARSH & MCLENNAN COS57174810238,585$7,3430.11%
174AT&T INCT-PC488,176$7,3320.11%
175ELEVANCE HEALTH, INC.ELV16,832$7,3290.11%
176AMGEN INCAMGN27,144$7,2950.11%
177PROLOGIS INCPLDGP63,851$7,1650.11%
178SPDR INDEX SHS FDS78463X889230,122$7,1360.11%
179VANGUARD MUNI BOND TAX-EXEMPT ETF922907746148,149$7,1260.11%
180CHENIERE ENERGY INC NEWLNG42,722$7,0900.11%
181ISHARES TRUST RUSSELL 2500 USD ETF46435G268128,699$7,0150.11%
182DUKE ENERGY CORPDUKB77,810$6,8680.10%
183CME GROUP INCCME34,132$6,8340.10%
184VANGUARD RUSSELL 1000 ETF92206C73034,851$6,7840.10%
185ISHARES SHORT-TERM NATIONAL AM46428815864,912$6,6770.10%
186EATON CORP PLC COMETN30,982$6,6080.10%
187SIMPLIFY INTEREST RATE HEDGE82889N85569,029$6,5930.10%
188GENERAL MILLS INC370334104102,795$6,5780.10%
189BP PLC ADRBPPFF169,016$6,5440.10%
190LKQ CORPLKQ129,508$6,4120.10%
191PAYCHEX INCPAYX54,916$6,3330.10%
192REPUBLIC SERVICES INC CL A76075910044,093$6,2840.10%
193VANGUARD SHORT TERM92206C102108,936$6,2750.10%
194US BANCORPUSB-PS189,216$6,2550.10%
195PHILLIPS EDISON &CO INCPECO186,135$6,2430.10%
196PHILIP MORRIS INTERNATIONAL INC71817210966,904$6,1940.09%
1973M COMPANYMMM65,503$6,1320.09%
198ENBRIDGE INCENNPF180,960$6,0060.09%
199iShares Broad USD High Yield Corporate Bond ETF46435U853172,595$5,9910.09%
200DOW CHEMICAL CODOW115,881$5,9750.09%
201GLOBE LIFE INC COMGL-PD54,723$5,9500.09%
202GENUINE PARTS COGPC41,099$5,9340.09%
203OLD REPUBLIC INTERNATIONAL680223104216,136$5,8230.09%
204ALAMOS GOLD INC.AGI510,253$5,7610.09%
205MCCORMICK & CO INCMKC-V75,772$5,7310.09%
206EDISON INTERNATIONAL28102010790,092$5,7020.09%
207NUSHARES ETF TR NUVEEN ESG USNU268,947$5,6750.09%
208BROOKFIELD INFRASTRUCTURE CORP COMBIPC159,056$5,6210.09%
209NVENT ELECTRIC PLC COMNVT105,414$5,5860.09%
210FIDELITY NATIONAL FINANCIAL INCFNF133,867$5,5290.08%
211INVESCO BULLETSHARES 2028IVZ282,073$5,4640.08%
212KINDER MORGAN INCEP-PC329,172$5,4580.08%
213META PLATFORMS INC CL AMETA17,758$5,3310.08%
214COCA COLA COKO95,096$5,3230.08%
215B C E INC NEWBCPPF135,971$5,1900.08%
216ISHARES BARCLAYS 1-3 YEAR TREASURY BOND46428745762,991$5,1000.08%
217ISHARES S&P NORTH AMERICAN TECHNOLOGY SO46428751514,928$5,0940.08%
218NETFLIX COM INC COMNFLX13,336$5,0360.08%
219LINCOLN ELECTRIC HOLDINGS53390010627,519$5,0030.08%
220MEDTRONIC INCMDT62,680$4,9120.07%
221CYBERARK SOFTWARE LTD COMM2682V10829,872$4,8920.07%
222MICROCHIP TECHNOLOGY INCMCHPP61,149$4,7730.07%
223BECTON DICKINSONBDX18,396$4,7560.07%
224CORNING INCGLW154,522$4,7080.07%
225NMI HOLDINGS INC CLASS ANMIH170,845$4,6280.07%
226NEUROCRINE BIOSCIENCES INNBIX40,649$4,5730.07%
227LIVE NATION ENTMTLYV54,355$4,5140.07%
228INVESCO BULLETSHARES 2029 COIVZ252,394$4,4240.07%
229VERIZON COMMUNICATIONSVZ135,809$4,4020.07%
230US FOOD HOLDING CORPUSFD110,546$4,3890.07%
231VANGUARD INDEX FDS VANGUARD SMALL CAP VI92290875123,187$4,3840.07%
232CASEY'S GENERAL STORES INC14752810316,076$4,3650.07%
233CHECK POINT SOFTWARE TECHNOLOGIESM2246510432,716$4,3600.07%
234TOLL BROS INCTOL56,565$4,1840.06%
235GILEAD SCIENCES INCGILD55,632$4,1690.06%
236SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X848165,540$4,1200.06%
237TESLA INCTSLA16,335$4,0870.06%
238BROOKFIELD RENEWABLE CORP COM CL ABEPC169,247$4,0520.06%
239VANGUARD MID-CAP ETF92290862919,362$4,0320.06%
240TRANSDIGM GROUP INCTDG4,734$3,9910.06%
241INTEL CORPINTC110,578$3,9310.06%
242VANGUARD MID CAP GRWTH INDEX I NTL US92290853820,123$3,9190.06%
243AMPHENOL CORPORATION03209510145,520$3,8230.06%
244KLA-TENCOR CORPORATIONKLAC8,329$3,8200.06%
245SALESFORCE COM INCCRM18,806$3,8130.06%
246WESTERN ALLIANCE BANCORPORATIONWAL-PA82,849$3,8090.06%
247QUALYS INC COMQLYS24,533$3,7430.06%
248SPDR DOUBLELINE TOTAL RETURN TACT ETF78467V84895,388$3,6870.06%
249COLGATE-PALMOLIVE COCL51,833$3,6860.06%
250SPDR PORTFOLIO MID CAP ETF78464A84783,560$3,6590.06%
251SCHWAB LARGE CAP VALUE ETF80852440956,717$3,6560.06%
252EXTREME NETWORKS INC.EXTR150,923$3,6540.06%
253SM ENERGY COSM91,492$3,6280.06%
254WISDOMTREE EQUITY INC FDWT46,197$3,6060.05%
255ISHARES 20 YEAR TREASURY BOND ETF46428743240,652$3,6050.05%
256BOOZ ALLEN HAMILTONBAH32,926$3,5980.05%
257KEYSIGHT TECHNOLOGIES INCKEYS27,173$3,5950.05%
258FIRST INDUSTRIAL REALTY TRUST32054K10374,907$3,5650.05%
259WALMART STORES INCWMT22,267$3,5610.05%
260CROWN CASTLE INTERNATIONAL CORPCCI38,612$3,5530.05%
261NEXSTAR BROADCASTING GPNXST24,512$3,5140.05%
262ISHARES GLOBAL INFRASTRUCTURE46428837280,467$3,4830.05%
263AGCO CORPAGCO29,299$3,4650.05%
264WALGREENS BOOTS ALLIANCE INC931427108152,834$3,3990.05%
265VANGUARD MEGA CAP GROWTH INDEX ETF92191081614,879$3,3760.05%
266ARCH CAPITAL GROUPG0450A10541,983$3,3460.05%
267WYNDHAM HOTELS &RESORTS INC COMWH48,015$3,3390.05%
268ADVANCED MICRO DEVICES INCAMD31,765$3,2660.05%
269INTEGER HOLDINGS CORP COMITGR41,608$3,2630.05%
270NOVO-NORDISK ADRNONOF35,781$3,2540.05%
271CLOROX COMPANYCLX24,532$3,2150.05%
272VANGUARD TOTAL BOND MARKET ETF92193783546,045$3,2130.05%
273DUPONT DE NEMOURS INCDD42,772$3,1900.05%
274DEERE & COMPANYDE8,437$3,1840.05%
275JONES LANG LASALLE INC.JLL22,527$3,1800.05%
276IDACORPIDA33,948$3,1790.05%
277SCHWAB STRATEGIC TR INTL EQUITY ETF80852480591,741$3,1160.05%
278LITHIA MOTORS INC CL A53679710310,494$3,0990.05%
279VANGUARD SCOTTSDALE FDS VANGUARD RUSS3000 IDX FD ETF SHS92206C59916,225$3,0950.05%
280REGENERON PHARMACEUTICALS INCREGN3,747$3,0840.05%
281HALOZYME THERAPEUTICS INC COMHALO80,387$3,0710.05%
282SCHLUMBERGER LIMITEDSLB51,642$3,0110.05%
283SHELL ADR EACH REP 2 ORD WIRYDAF46,750$3,0100.05%
284ADOBE SYSTEMS INCADBE5,904$3,0100.05%
285DFA TAX MANAGED US EQUITY PORTFOLIO25434V40163,976$2,9780.05%
286DBX ETF TR XTRACK USD HIGH23305143284,605$2,8680.04%
287FEDEX CORPFDX10,403$2,7560.04%
288VANGUARD SHORT-TERM BOND INDEX92193782735,961$2,7030.04%
289LABORATORY CORP OF AMERICA50540R40913,192$2,6520.04%
290ANSYS INC03662Q1058,831$2,6280.04%
291WEBSTER FINANCIAL CORP94789010965,161$2,6270.04%
292SPDR GOLD MINISHARES TRUSTGLDW70,831$2,5970.04%
293CLIFFS NATURAL RES INCCLF165,984$2,5940.04%
294SCHWAB US BROAD MARKET ETF80852410251,784$2,5810.04%
295GENERAL MOTORS CO37045V10077,591$2,5580.04%
296CONOCOPHILLIPSCOP21,339$2,5560.04%
297QUANTA SERVICES INC74762E10213,621$2,5480.04%
298BOX INCBXCAP105,051$2,5430.04%
299CASELLA WASTE SYS INC CLCWST33,074$2,5240.04%
300EXTRA SPACE STORAGE INCEXR20,722$2,5190.04%
301YUM! BRANDS INCYUM20,112$2,5130.04%
302INMODE LTD COMINMD82,238$2,5050.04%
303FLEXSHARES IBOXX 3YR TARGET TIPSFLEX107,124$2,4840.04%
304AMERICAN FINANCIAL GROUP INC02593210422,222$2,4820.04%
305LULULEMON ATHLETICA INCLULU6,396$2,4660.04%
306TRAVEL PLUS LEISURE CO COM89416410266,150$2,4300.04%
307WESCO INTERNATIONAL INC.95082P10516,825$2,4200.04%
308MSCI INC.MSCI4,711$2,4170.04%
309READY CAPITAL CORPRC-PE235,721$2,3830.04%
310MODERNA INC COMMRNA22,889$2,3640.04%
311CAMDEN PROPERTY TRUST13313110224,878$2,3530.04%
312ACADEMY SPORTS & OUTDOORS INCASO49,782$2,3530.04%
313VANGUARD REIT INDEX ETF92290855330,847$2,3340.04%
314ISHARES MSCI KLD 400 SOCIAL46428857028,619$2,3300.04%
315ISHARES DOW JONES US HOME CONSTRUCTION46428875229,318$2,3010.04%
316ISHARES MSCI USA ESG SELECT ETF46428880225,264$2,2730.03%
317THE CHARLES SCHWAB CORPSCHW-PJ41,278$2,2660.03%
318APOLLO GLOBAL MGMT INC COM CL A03769M10625,077$2,2510.03%
319DISCOVER FINL SVCS25470910825,503$2,2090.03%
320ASML HOLDING NVASMLF3,747$2,2060.03%
321MONDELEZ INTL INC COM60920710531,066$2,1560.03%
322D R HORTON INC23331A10919,901$2,1390.03%
323REALTY INCOME CORPORATIONO42,114$2,1030.03%
324FIDELITY TOTAL BOND ETF31618830948,023$2,0920.03%
325CORTEVA INC COMCTVA40,567$2,0750.03%
326SNAP ON INCSNA8,019$2,0450.03%
327VERADIGM INC01988P108155,097$2,0380.03%
328VANECK VECTORS ETF TR SEMICONDUCTOR ET92189F67613,908$2,0160.03%
329BOOKING HLDGS INC COMBKNG653$2,0140.03%
330NORFOLK SOUTHERN CORP65584410810,183$2,0050.03%
331LOCKHEED MARTIN CORPLMT4,897$2,0030.03%
332ZOETIS INC COM USD0.01 CL AZTS11,458$1,9930.03%
333ISHARES RUSSELL MIDCAP GROWTH INDEX46428748121,777$1,9890.03%
334VANGUARD INTERNATIONAL EQUITY INDEX92204277538,298$1,9870.03%
335PAYCOM SOFTWARE INC COMPAYC7,640$1,9810.03%
336JPMorgan International Bond Opportunities ETF46641Q85242,768$1,9460.03%
337STARBUCKS CORPSBUX21,290$1,9430.03%
338FEDERAL REALTY INVESTMENT TRUST31374510121,234$1,9240.03%
339SCHWAB LARGE CAP GROWTH ETF80852430026,439$1,9230.03%
340DIAGEO ADRDGEAF12,823$1,9130.03%
341PROSHARES SHORT DOW3074347B23557,000$1,9000.03%
342SECTOR SPDR HEALTH CARE81369Y20914,743$1,8980.03%
343ASTRAZENECA ADRAZN27,927$1,8910.03%
344GENERAL ELECTRIC CO36960430117,027$1,8820.03%
345NORTHERN LTS FD TR IIINTRSO90,493$1,8710.03%
346iShares J.P. Morgan USD Emerging Markets Bond ETF46428828122,396$1,8480.03%
347BEIGENE LTD SPON ADS EACH REPR 13 ORDBEIGF10,188$1,8330.03%
348SPDR BARCLAYS 1-3 MONTH T-BILL ETF78468R66319,933$1,8300.03%
349SAP SE ADRSAPGF13,949$1,8040.03%
350WATERS CORP9418481036,537$1,7930.03%
351VANGUARD RUSSELL 2000 ETF92206C66424,870$1,7770.03%
352SANOFI ADRSNYNF32,948$1,7670.03%
353CBOE HOLDINGS, INC.12503M10811,149$1,7420.03%
354ABRDN PHYSICAL GOLD SHARES ETF00326A10498,342$1,7400.03%
355ISHARES GOLD TRUSTIAU49,726$1,7400.03%
356NIKE INCNKE18,041$1,7250.03%
357ACTIVISION BLIZZARD INC COM00507V10918,142$1,6990.03%
358SELECT SECTOR SPDR TR ENERGY81369Y50618,526$1,6750.03%
359ABB LTD ADR SPONSOREDABLZF46,571$1,6570.03%
360HENRY SCHEIN INCHSIC21,905$1,6260.02%
361SPDR S&P 600 SMALL CAP GROWTH78464A20122,155$1,6230.02%
362YETI HOLDINGS INCYETI33,404$1,6110.02%
363ISHARES CORE MSCI EMERGING MARKETS ETF46434G10333,574$1,5980.02%
364FAIR ISAAC CORP COMFICO1,836$1,5950.02%
365FIRST TRUST LONG SHORT EQUITY ETF33739P10329,818$1,5850.02%
366ISHARES 7-10 YEAR TREASURY BOND ETF46428744017,240$1,5790.02%
367UNITED BANKSHARES INCUNTCW56,106$1,5480.02%
368TE CONNECTIVITY LTDTEL12,511$1,5450.02%
369DESCARTES SYS GROUP24990610821,030$1,5430.02%
370PRIVIA HEALTH GROUP INC COMPRVA66,800$1,5360.02%
371HOLOGIC INCHOLX22,108$1,5340.02%
372BLACKROCK INCBLK2,368$1,5310.02%
373LISTED FD TR53656F84754,899$1,5150.02%
374WASTE MANAGEMENT INC94106L1099,887$1,5070.02%
375C S X CORPCSX48,786$1,5000.02%
376WISDOMTREE US QLTY DIV GRWTHWT23,566$1,4960.02%
377IDEX CORPORATION45167R1047,161$1,4900.02%
378VMWARE INC9285634028,850$1,4730.02%
379VALERO ENERGY CORPVLO10,257$1,4540.02%
380ISHARES DOW JONES SELECT DIVIDEND INDEX46428716813,494$1,4520.02%
381NOVOCURE LTD COMNVCR89,926$1,4520.02%
382HEICO CORPHEI-A8,846$1,4320.02%
383SPDR S&P 500 GROWTH78464A40924,096$1,4280.02%
384AKAMAI TECHNOLOGIESAKAM13,022$1,3870.02%
385FERRARI NVRACE4,691$1,3860.02%
386PINDUODUO INC SPON ADSPDD13,954$1,3680.02%
387VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF92204274214,584$1,3590.02%
388SPDR SERIES TRUST NUVEEN S&P HIGH YLD MU78464A28456,423$1,3440.02%
389TRANSCAT INC COMTRNS13,650$1,3370.02%
390INVESCO BULLETSHARES 2023 COIVZ62,595$1,3290.02%
391SONY GROUP CORPORATION SPON ADSSNEJF16,118$1,3280.02%
392ROYAL BANK OF CANADA COM NPV78008710214,990$1,3110.02%
393MIDCAP SPDRMDY2,849$1,3010.02%
394APACHE CORPORATIONAPA31,508$1,2950.02%
395UNILEVER PLCUNLYF26,200$1,2940.02%
396METLIFE INCMET-PF20,527$1,2910.02%
397MICRON TECHNOLOGYMU18,648$1,2690.02%
398VANGUARD ESG US STOCK ETF92191073316,807$1,2640.02%
399SPDR PORTFOLIO SMALL CAP ETF78468R85333,809$1,2480.02%
400STERIS CORPORATIONSTE5,639$1,2370.02%
401WELLTOWER INCWELL14,781$1,2110.02%
402SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U80852477121,628$1,2110.02%
403ISHARES EDGE MSCI MULTIFACTOR INTL46434V27446,299$1,1970.02%
404HASBRO INCHAS17,646$1,1670.02%
405BLACKSTONE GROUP L P COM UNIT REPSTG LTDBX10,865$1,1640.02%
406HUNTINGTON BANCSHARES INC COMHBANP111,605$1,1610.02%
407ISHARES MSCI EMERGING MARKETS ESG OPIMITZED ETF46434G86338,130$1,1550.02%
408CF INDUSTRIES HOLDINGS INC12526910013,432$1,1520.02%
409KIMBERLY CLARK CORPKMB9,478$1,1450.02%
410CARRIER GLOBAL CORPORATION COMCARR20,399$1,1260.02%
411SPDR S&P 500 VALUE78464A50827,259$1,1250.02%
412FISERV INCFISV9,885$1,1170.02%
413BWX TECHNOLOGIES INCBWXT14,776$1,1080.02%
414ISHARES CORE DIVIDEND GROWTH46434V62122,145$1,0970.02%
415CADENCE DESIGN SYSTEMS INCCDNS4,595$1,0770.02%
416iShares Residential and Multisector Real Estate ETF46428856216,282$1,0740.02%
417APPLIED MATERIALS INC0382221057,728$1,0700.02%
418iShares 10-20 Year Treasury Bond ETF46428865310,834$1,0670.02%
419METTLER-TOLEDO INTERNATIONAL INC.MTD963$1,0670.02%
420PENSKE AUTOMOTIVE GROUP70959W1036,363$1,0630.02%
421OTIS WORLDWIDE CORP COMOTIS13,188$1,0590.02%
422ILLINOIS TOOL WORKS4523081094,482$1,0320.02%
423ISHARES BARCLAYS TIPS BOND4642871769,837$1,0200.02%
424GENERAC HOLDINGS INC COMGNRC9,332$1,0170.02%
425IRON MOUNTAIN INC46284V10116,934$1,0070.02%
426WEC ENERGY GROUP INCWEC12,404$9990.02%
427ALTRIA GROUP INCMO23,294$9800.01%
428PHILLIPS 66 COMPSX8,137$9780.01%
429PALO ALTO NETWORKS INCPANW4,161$9760.01%
430CITIGROUP INCC-PR23,542$9680.01%
431NVR INCNVR162$9660.01%
432SCHWAB US REIT ETF80852484754,178$9620.01%
433SOFI TECHNOLOGIES INCSOFI120,196$9600.01%
434CSW INDUSTRIALS INCCSW5,430$9520.01%
435ISHARES MSCI EAFE VALUE INDEX46428887719,457$9520.01%
436SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R72121,644$9460.01%
437AFLAC INCAFL12,242$9400.01%
438TEXAS INSTRUMENTS INC8825081045,886$9360.01%
439GARTNER INCIT2,714$9330.01%
440EDWARDS LIFESCIENCES CORPEW13,398$9280.01%
441Vanguard Ultra Short92203C30318,805$9250.01%
442STRYKER CORPSYK3,374$9220.01%
443GLOBAL X FDS US INFR DEV ETF37954Y67330,309$9210.01%
444WISDOMTREE LARGECAP DIVIDENDWT14,935$9180.01%
445ISHARES RUSSELL 2000 GROWTH INDEX FUND4642876484,004$8970.01%
446LAS VEGAS SANDS CORPLVS19,553$8960.01%
447ISHARES S&P SMALLCAP VALUE INDEX46428787910,017$8940.01%
448FORTINET INC COMFTNT15,135$8880.01%
449VISTA OUTDOOR INC COM92837710026,709$8850.01%
450S & P GLOBAL INCSPGI2,396$8760.01%
451SCHWAB STRATEGIC TR FUNDAMENTAL INTL LAR80852475527,047$8570.01%
452CHURCH & DWIGHT INCCHD9,334$8550.01%
453SECTOR SPDR FINANCIAL ETF81369Y60525,551$8480.01%
454TRAVELERS COMPANIESTRV5,189$8470.01%
455NOMAD FOODS LIMITED ORD NPVNOMD55,265$8410.01%
456INVESCO BULLETSHARES 2024 MUIVZ34,040$8390.01%
457REVIVA PHARMACEUTICALS HOLDI76152G100171,000$8340.01%
458AMETEK INCAME5,621$8310.01%
459ISHARES IBONDS DEC 2026 TERM46435U25933,409$8290.01%
460SOUTHERN COSOMN12,741$8250.01%
461CONSOLIDATED EDISON INCED9,606$8220.01%
462INVESCO BULLETSHARES 2025 MUIVZ34,089$8180.01%
463DEUTSCHE X-TRACKERS HARVEST CSI 300 CHIN23305187931,361$8160.01%
464LPL FINL HLDGS INC COM50212V1003,403$8090.01%
465ISHARES IBONDS DEC 2028 MUNI46435U32533,085$8080.01%
466Global X MLP ETF37954Y34317,957$8010.01%
467NCR CORPORATIONNCRRP29,527$7960.01%
468ISHARES IBONDS DEC 2027 TERM46435U28332,407$7930.01%
469CROWDSTRIKE HLDGS INC CL A WHEN DISTRIBUCRWD4,695$7860.01%
470INVESCO BULLETSHARES 2026 MUIVZ34,131$7850.01%
471WELLS FARGO & CO94974610119,207$7850.01%
472INVESCO BULLETSHARES 2027 MUIVZ34,133$7810.01%
473DFA TAX-MANAGED US MARKE25434V72422,935$7800.01%
474ROCKWELL AUTOMATION INCROK2,714$7760.01%
475ISHARES S&P MIDCAP 400 VALUE INDEX4642877057,627$7700.01%
476INVESCO BULLETSHARES 2028 MUIVZ34,141$7690.01%
477COLUMBIA DVRSFD FXD INCM19761L50845,541$7670.01%
478IQ INDEX MERGER ARBITRAGE45409B80024,204$7650.01%
479CIGNA CORP1255231002,637$7540.01%
480ENTERPRISE PRODUCTS PARTNERS LP29379210727,510$7530.01%
481ISHARES S&P MIDCAP 400 GROWTH INDEX46428760610,408$7520.01%
482ZIMMER BIOMET HLDGS INC COMZBH6,675$7490.01%
483SPDR SER TR S&P BIOTECH ETF78464A87010,168$7420.01%
484LAZARD LTDLAZ23,835$7390.01%
485HEWLETT-PACKARD COHPQ28,637$7360.01%
486NOVARTIS ADRNVSEF7,121$7250.01%
487MARATHON PETROLEUM CORPMARA4,627$7000.01%
488MOTOROLA INC COMMSI2,567$6990.01%
489INDEXIQ CANDM ESG INTRTL45409B45327,157$6980.01%
490ROBERT HALF INTERNATIONAL INCRHI9,485$6950.01%
491ENVISTA HOLDINGS CORPNVST24,866$6930.01%
492LIBERTY GLOBAL INC COM SER CLBTYK37,074$6880.01%
493SECTOR SPDR TR SHS BEN INT INDUSTRIAL81369Y7046,786$6880.01%
494CHARTER COMMUNICATIONS INC16119P1081,552$6830.01%
495WISDOMTREE TRUST CURRNCY INT E Q ETFWT22,439$6830.01%
496WISDOMTREE EMERG MKTS EQUITY INCOME FUNDWT17,973$6740.01%
497INVESCO PREFERRED ETFIVZ61,500$6730.01%
498SCHWAB US SMALL CAP ETF80852460716,251$6730.01%
499IDEXX LABS CORP45168D1041,530$6690.01%
500ELME COMMUNITIES SH BEN INTELME48,852$6660.01%