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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

COUNTRY TRUST BANK

Quarter ended Q3 2024 · Filed October 8, 2024 · Accession 0001104659-24-106910

Total Value
$4.09B
Positions
376
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (376)

#IssuerTicker / CUSIPSharesValue% of Filing
1FIDELITY TOTAL BOND ETF3161883095,960,102$278.6M6.81%
2VANGUARD MSCI EAFE ETF9219438584,429,577$233.9M5.72%
3APPLE COMPUTER COMMONAAPL876,572$204.2M4.99%
4NVIDIA CORP COMMONNVDA1,590,861$193.2M4.72%
5MICROSOFT CORPORATION COMMONMSFT425,965$183.3M4.48%
6ISHARES CORE TOTAL US BOND4642872261,189,746$120.5M2.94%
7AMAZON.COM INC. COMMONAMZN634,185$118.2M2.89%
8VANGUARD S&P 500 INDEX ETF922908363219,540$115.8M2.83%
9ELI LILLY & CO. COMMONLLY95,627$84.7M2.07%
10META PLATFORMS INC COMMONMETA143,369$82.1M2.01%
11ISHARES CORE S&P 500 INDEX ETF464287200134,812$77.8M1.90%
12ISHARES IBOXX INV GR CORP BOND464287242682,866$77.2M1.89%
13ALPHABET INC CLASS C COMMONGOOG458,361$76.6M1.87%
14VISA INC COMMONV270,906$74.5M1.82%
15VANGUARD EMERGING MARKETS ETF9220428581,474,905$70.6M1.72%
16OVERLAY LARGE CAP EQUITY ETF53656F8051,359,906$63.2M1.54%
17ASML HOLDING NV ADRASMLF75,312$62.8M1.53%
18ALPHABET INC CLASS A COMMONGOOG369,581$61.3M1.50%
19AMPHENOL CORP COMMON CLASS A032095101887,170$57.8M1.41%
20FISERV INC. COMMONFISV298,179$53.6M1.31%
21HONEYWELL INTERNATIONAL, INC.438516106254,099$52.5M1.28%
22ISHARES RUSSELL MIDCAP INDEX464287499586,682$51.7M1.26%
23PROCTER & GAMBLE COMMON742718109293,924$50.9M1.24%
24JP MORGAN CHASE & CO. COMMONVYLD240,069$50.6M1.24%
25IQVIA HOLDINGS INC COMMONIQV213,221$50.5M1.23%
26VANGUARD TOTAL INTERNATIONAL92203J407988,207$49.7M1.21%
27AVANTOR INC COMMONAVTR1,839,612$47.6M1.16%
28WAL-MART STORES COMMONWMT560,119$45.2M1.11%
29T MOBILE US INC COMMONTMUSZ219,018$45.2M1.10%
30VERTEX PHARMACEUTICALS INCVRTX94,091$43.8M1.07%
31BOOKING HOLDINGS INC COMMONBKNG10,364$43.7M1.07%
32NORTHROP GRUMMAN CORP. COMMONNOC82,420$43.5M1.06%
33CHUBB LIMITED COMMONCB149,426$43.1M1.05%
34DATADOG INC CLASS A COMMONDDOG338,977$39.0M0.95%
35ADOBE SYSTEMS INCORPORATEDADBE75,194$38.9M0.95%
36CATERPILLAR INC. COMMONCAT93,780$36.7M0.90%
37EQUINIX INC COMMONEQIX40,241$35.7M0.87%
38MARKEL GROUP INC COMMONMKL21,647$34.0M0.83%
39LOWE'S COMPANIES COMMON548661107124,011$33.6M0.82%
40INSIGHT ENTERPRISES INC COMMONNSIT155,853$33.6M0.82%
41SYSCO CORPORATION COMMONSYY419,977$32.8M0.80%
42JOHNSON & JOHNSON COMMONJNJ201,872$32.7M0.80%
43KNIGHT-SWIFT TRANSPORTATION499049104599,849$32.4M0.79%
44AMERICAN EXPRESS COMMONAXP119,173$32.3M0.79%
45MASTEC INC. COMMONMTZ259,611$32.0M0.78%
46FORTINET INC COMMONFTNT407,407$31.6M0.77%
47VANGUARD SMALL CAP ETF922908751132,475$31.4M0.77%
48WEC ENERGY GROUP COMMONWEC324,761$31.2M0.76%
49AMERICAN WATER WORKS COMPANY030420103206,965$30.3M0.74%
50SPDR INDUSTRIAL SELECT SECT ETF81369Y704223,045$30.2M0.74%
51VALERO ENERGY CORP. COMMONVLO216,661$29.3M0.71%
52ISHARES JPMORGAN USD EMERGING464288281310,822$29.1M0.71%
53SPDR HEALTHCARE SECTOR ETF81369Y209187,618$28.9M0.71%
54BLACKROCK INC COMMONBLK29,684$28.2M0.69%
55BLACKSTONE INC COMMONBX177,275$27.1M0.66%
56CONOCOPHILLIPS COMMONCOP257,253$27.1M0.66%
57CHEVRON CORPORATION COMMONCVX182,890$26.9M0.66%
58GENTEX CORPORATION COMMONGNTX904,867$26.9M0.66%
59ALIGN TECHNOLOGY INC COMMONALGN103,538$26.3M0.64%
60LINDE PLC NEW COMMONLIN53,838$25.7M0.63%
61FIRST TRUST PREFERRED SECURITIES33739E1081,377,679$24.9M0.61%
62ISHARES RUSSELL 2000 ETF464287655109,125$24.1M0.59%
63CVS CAREMARK CORPORATION COMMONCVS383,339$24.1M0.59%
64VANGUARD MID CAP ETF92290862986,995$23.0M0.56%
65PEPSICO, INC. COMMONPEP131,428$22.3M0.55%
66FIVE BELOW INC COMMONFIVE246,320$21.8M0.53%
67SPDR REAL ESTATE SELECT SECTOR81369Y860426,005$19.0M0.46%
68ISHARES GLOBAL INFRASTRUCTURE464288372348,160$19.0M0.46%
69ISHARES S&P US PREFERRED STOCK464288687568,984$18.9M0.46%
70SPDR MATERIALS SELECT SECTOR ETF81369Y100173,961$16.8M0.41%
71SPDR CONSUMER DISCRETIONARY ETF81369Y40778,962$15.8M0.39%
72SPDR BLACKSTONE GSO SENIOR LOAN78467V608309,520$12.9M0.32%
73ISHARES FALLEN ANGELS USD BOND46435G474306,000$8.4M0.20%
74ISHARES IBOXX HIGH YIELD CORP46428851398,600$7.9M0.19%
75VANGUARD INTERMEDIATE-TERM CORP92206C87086,500$7.2M0.18%
76VANGUARD REIT VIPERS ETF92290855370,313$6.8M0.17%
77VANGUARD LONG-TERM BOND INDEX92193779383,558$6.3M0.15%
78VANGUARD GLOBAL EX US REAL922042676133,373$6.3M0.15%
79VANGUARD INTERMEDIATE-TERM BOND92193781977,000$6.0M0.15%
80FIRST TRUST MANAGED MUNICIPAL33739N10898,222$5.1M0.12%
81ISHARES S&P NATIONAL MUNI BOND46428841443,422$4.7M0.12%
82INVESCO TAXABLE MUNICIPAL BONDIVZ140,000$3.9M0.09%
83SPDR TECHNOLOGY SECTOR ETF81369Y80311,322$2.6M0.06%
84ISHARES MSCI EAFE INDEX ETF FUND46428746528,135$2.4M0.06%
85MARATHON PETROLEUM CORP COMMONMARA14,213$2.3M0.06%
86SPDR S&P 500 ETF TRUSTSPY3,455$2.0M0.05%
87SPDR COMMUNICATION SERVICES81369Y85218,373$1.7M0.04%
88BERKSHIRE HATHAWAY INC. CLASS BBRK-A2,672$1.2M0.03%
89PIMCO DYNAMIC INCOME STRATEGYPDX46,722$1.1M0.03%
90MARRIOTT INTERNATIONAL INC CLASS5719032023,484$866,1220.02%
91FIRST TRUST MUNICIPAL HIGH33739P30116,789$829,3770.02%
92INVESCO QQQ TRUST SERIES 1 ETFIVZ1,668$814,1010.02%
93NEXTERA ENERGY INC. COMMONNEE-PW9,296$785,7910.02%
94VANGUARD GROWTH ETF9229087361,781$683,8550.02%
953M CO COMMONMMM4,735$647,2750.02%
96SOUTHERN COMPANY COMMONSOMN7,138$643,7050.02%
97TESLA MOTORS INC COMMONTSLA2,401$628,1740.02%
98IBM COMMONINTR2,713$599,7900.01%
99SPDR FINANCIAL SELECT ETF81369Y60511,569$524,3070.01%
100BROADCOM INC COMMON (NEW)AVGO2,840$489,9000.01%
101EMERSON ELECTRIC COMMONEMR4,170$456,0730.01%
102ABBOTT LABORATORIES COMMONABLZF3,762$428,9060.01%
103HOME DEPOT COMMONHD1,051$425,8650.01%
104DANAHER CORP. COMMON2358511021,479$411,1920.01%
105BOSTON SCIENTIFIC CORP. COMMONBSX4,565$382,5470.01%
106ISHARES RUSSELL 1000 GROWTH ETF464287614993$372,7520.01%
107COCA-COLA COMMONKO5,065$364,0000.01%
108UNITED PARCEL SERVICE INC CL BUPS2,622$357,4830.01%
109AMGEN INC. COMMONAMGN1,029$331,5540.01%
110MARATHON OIL CORP. COMMONMARA12,320$328,0820.01%
111INTERCONTINENTAL EXCHANGE GRP45866F1042,000$321,2800.01%
112AMERICAN ELECTRIC POWER COMMON0255371013,000$307,8000.01%
113EXXON MOBIL CORP. COMMONXOM2,576$301,9590.01%
114RTX CORP COMMONRTX2,446$296,3570.01%
115ISHARES CORE MSCI EMERGING MKTS46434G1035,017$288,0260.01%
116UNITEDHEALTH GROUP INC COMMONUNH451$263,6910.01%
117VERIZON COMMUNICATIONS COMMONVZ5,677$254,9540.01%
118PIMCO DYNAMIC INCOME CEF72201Y10112,277$248,8550.01%
119EATON CORP NEW COMMONETN719$238,3050.01%
120VISTRA CORP COMMONVST1,998$236,8430.01%
121ILLINOIS TOOL WORKS COMMON452308109892$233,7660.01%
122DUKE ENERGY CORP. NEW COMMONDUKB2,015$232,3300.01%
123MERCK & CO INC COMMON (NEW)MRK1,935$219,7390.01%
124STIFEL FINANCIAL CORP COMMON8606301022,250$211,2750.01%
125ORACLE CORPORATION COMMONORCL-PD1,231$209,7620.01%
126CSX CORPORATION COMMONCSX6,000$207,1800.01%
127SPDR ENERGY SELECT ETF81369Y5062,354$206,6810.01%
128NORTHERN TRUST CORP. COMMONNTRSO2,200$198,0660.00%
129ISHARES RUSSELLL MID CAP VALUE4642874731,430$189,1180.00%
130ABBVIE INC COMMONABBV951$187,8030.00%
131MONDELEZ INT'L INC. A COMMON6092071052,401$176,8820.00%
132ACCENTURE PLC COMMONACN482$170,3770.00%
133DEERE & COMPANY COMMONDE400$166,9320.00%
134HCA HEALTHCARE INC COMMONHCA400$162,5720.00%
135AT&T INC. NEW COMMONT-PC7,330$161,2600.00%
136REPUBLIC SERVICES INC COMMON760759100736$147,8180.00%
137MCDONALD'S CORPORATION COMMONMCD476$144,9470.00%
138PFIZER, INC. COMMONPFE4,700$136,0180.00%
139FIRST FINANCIAL CORP COMMON3202181003,000$131,5500.00%
140ISHARES S&P SMALL CAP 6004642878041,037$121,2880.00%
141SPDR UTILITIES SELECT SECTOR ETF81369Y8861,469$118,6660.00%
142ISHARES S&P SMALL CAP 600 GROWTH464287887849$118,4270.00%
143CISCO SYSTEMS, INC. COMMONCSCO2,090$111,2300.00%
144RLI CORP. COMMONRLI700$108,4860.00%
145FULCRUM THERAPEUTICS INC COMMONFULC30,186$107,7640.00%
146ISHARES DJ SELECT DIVIDEND ETF464287168785$106,0300.00%
147CORTEVA INC COMMONCTVA1,605$94,3580.00%
148CASEY'S GENERAL STORES COMMON147528103250$93,9280.00%
149VANGUARD VALUE ETF922908744506$88,3320.00%
150MEDTRONIC PLC COMMONMDT981$88,3190.00%
151AMEREN CORPORATION COMMONAEE1,000$87,4600.00%
152SPDR CONSUMER STAPLES ETF81369Y3081,013$84,0790.00%
153SOLVENTUM CORP COMMONSOLV1,184$82,5480.00%
154COMCAST CORP CLASS A COMMONCCZ1,967$82,1620.00%
155VANGUARD HEALTH CARE ETF92204A504274$77,3230.00%
156PPG INDUSTRIES COMMON693506107583$77,2240.00%
157COSTCO WHOLESALE CORP COMMON22160K10586$76,2410.00%
158CAPITAL ONE FINANCIAL CORP14040H105500$74,8650.00%
159ISHARES S&P SMALLCAP 600 VALUE464287879659$70,9480.00%
160WALT DISNEY COMMON254687106736$70,7960.00%
161DOW CORPORATION COMMONDOW1,218$66,5390.00%
162ADVANCED MICRO DEVICES COMMONAMD397$65,1400.00%
163PUBLIC SERVICE ENTERPRISE GROUP744573106703$62,7150.00%
164STARBUCKS CORPORATION COMMONSBUX622$60,6390.00%
165FEDEX CORPORATIONFDX220$60,2100.00%
166UNION PACIFIC COMMONUNP240$59,1550.00%
167VANGUARD MEGACAP 300 ETF921910873280$57,8590.00%
168ONEOK INC COMMON (NEW)OKE625$56,9560.00%
169SPDR S&P DIVIDEND ETF78464A763390$55,3960.00%
170CIGNA GROUP NEW COMMON125523100156$54,0450.00%
171VERALTO CORP COMMONVLTO483$54,0280.00%
172MASTERCARD INC COMMONMA107$52,8370.00%
173ISHARES 10-20 YEAR TREASURY BOND464288653451$49,3080.00%
174WASTE MANAGEMENT INC. COMMON94106L109225$46,7100.00%
175CME GROUP INC COMMONCME200$44,1300.00%
176WELLS FARGO COMPANY COMMON949746101778$43,9490.00%
177CHIPOTLE MEXICAN GRILL INCCMG750$43,2150.00%
178ENBRIDGE INC COMMONENNPF1,044$42,3970.00%
179AFLAC INC. COMMONAFL374$41,8130.00%
180BANK OF AMERICA CORP. COMMON0605051041,053$41,7830.00%
181TRAVELERS COMPANIES INC. COMMONTRV175$40,9710.00%
182CARRIER GLOBAL CORP COMMONCARR500$40,2450.00%
183ECOLAB INC COMMONECL150$38,3000.00%
184GOLDMAN SACHS GROUP INC COMMONGSCE75$37,1330.00%
185GENERAL MILLS COMMON370334104500$36,9250.00%
186UNILEVER PLC SPONSORED ADRUNLYF563$36,5720.00%
187HALLIBURTON COMPANY COMMONHAL1,250$36,3130.00%
188DIAGEO PLC COMMONDGEAF250$35,0850.00%
189EDISON INTERNATIONAL COMMON281020107400$34,8360.00%
190ISHARES GLOBAL HEALTHCARE ETF464287325350$34,3560.00%
191SEMPRA ENERGY COMMONSREA402$33,6190.00%
192CLOROX COMPANY COMMONCLX206$33,5590.00%
193LAM RESEARCH CORP. COMMONLRCX40$32,6430.00%
194AMERIPRISE FINANCIAL INC. COMMON03076C10669$32,4170.00%
195TRACTOR SUPPLY COMPANY COMMONTSCO109$31,7110.00%
196WYNDHAM HOTELS & RESORTS INCWH400$31,2560.00%
197BECTON DICKINSON & CO COMMONBDX128$30,8610.00%
198PNC FINANCIAL SERVICES GROUP693475105158$29,2060.00%
199DUTCH BROS INC CLASS A COMMONBROS900$28,8270.00%
200WALGREEN BOOTS ALLIANCE INC9314271083,117$27,9280.00%
201PAYPAL HOLDINGS INC. COMMONPYPL357$27,8570.00%
202FLEXSHARES INTERNATIONAL QUALITYFLEX993$26,1060.00%
203ISHARES MSCI EMERGING MARKETS EX46434G764424$25,9110.00%
204ISHARES 1-5 YEAR INVESTMENT464288646483$25,4350.00%
205PROSHARES S&P MIDCAP 40074347B680311$25,4340.00%
206ARCHER DANIELS MIDLAND COMMONADM420$25,0910.00%
207ISHARES S&P 100 ETF46428710188$24,3550.00%
208ENERGY TRANSFER EQUITY LP COMMONET-PI1,500$24,0750.00%
209ENTERPRISE PRODUCTS PARTNERS293792107825$24,0160.00%
210COCA COLA CONSOLIDATED COMMONCOKE18$23,6950.00%
211THERMO FISHER SCIENTIFIC INCTMO38$23,5060.00%
212CRISPR THERAPEUTICS AG COMMONCRSP500$23,4900.00%
213SCHWAB (CHARLES) CORPORATIONSCHW-PJ350$22,6840.00%
214NOVARTIS AG ADRNVSEF194$22,3140.00%
215ALPS O'SHARES US SMALL CAP00162Q395495$22,3100.00%
216CINTAS CORP COMMONCTAS108$22,2350.00%
217MONOLITHIC POWER SYSTEMS INC60983910524$22,1880.00%
218THOR INDUSTRIES INC. COMMON885160101200$21,9780.00%
219VANGUARD HIGH DIVIDEND YIELD ETF921946406167$21,4090.00%
220SPDR GOLD TRUST ETFGLD88$21,3890.00%
221MODERNA INC COMMONMRNA318$21,2520.00%
222ARM HOLDINGS PLC ADR042068205147$21,0220.00%
223FIRST BUSEY CORP CLASS A COMMONBUSEP800$20,8160.00%
224DUPONT DE NEMOURS INC COMMONDD226$20,1390.00%
225KLA CORPORATION COMMONKLAC26$20,1350.00%
226VANGUARD DIVIDEND APPRECIATION921908844102$20,1200.00%
227ISHARES CORE DIVIDEND GROWTH ETF46434V621320$20,0610.00%
228SKYWORKS SOLUTIONS INC COMMONSWKS200$19,7540.00%
229ISHARES MSCI USA QUALITY FACTOR46432F339110$19,7230.00%
230FIRST CITIZENS BANCSHARES CL A31946M10310$18,4100.00%
231XCEL ENERGY INC. COMMONXELLL276$18,0230.00%
232SERVICENOW INC COMMONNOW20$17,8880.00%
233XPO INC COMMONXPO163$17,5240.00%
234INVESCO S&P 500 QUALITY ETFIVZ258$17,3560.00%
235BOEING CO COMMONBA-PA114$17,3330.00%
236PHILIP MORRIS INTERNATIONAL INC.718172109140$16,9960.00%
237JPMORGAN US QUALITY FACTOR ETF46641Q761300$16,9710.00%
238AMPLIFY CWP ENHANCED DIVIDEND032108409400$16,4760.00%
239GLOBAL X US INFRASTRUCTURE37954Y673390$16,0520.00%
240FREEPORT-MCMORAN COPPER COMMONFCX300$14,9760.00%
241STRYKER CORP. COMMONSYK41$14,8120.00%
242STANDARD BIOTOOLS INC COMMONLAB7,552$14,5750.00%
243BLOCK INC CLASS A COMMONBSQKZ200$13,4260.00%
244EVERGY INC COMMONEVRG200$12,4020.00%
245ISHARES BIOTECHNOLOGY ETF46428755685$12,3760.00%
246HORMEL FOODS CORP. COMMONHRL390$12,3630.00%
247MICRON TECHNOLOGY, INC. COMMONMU118$12,2380.00%
248AIR PRODUCTS & CHEMICALS COMMONAIIR41$12,2070.00%
249GLOBAL X MLP ETF37954Y343253$12,1390.00%
250SUPER MICRO COMPUTER INC COMMONSMCI29$12,0760.00%
251KYNDRYL HOLDINGS INC COMMONKD521$11,9730.00%
252ONE GAS INC COMMONOGS156$11,6100.00%
253VANGUARD MID CAP VALUE ETF92290851268$11,4020.00%
254ANALOG DEVICES INC COMMONADI48$11,0480.00%
255GE AEROSPACE NEW COMMON36960430157$10,7490.00%
256PORTILLOS INC CLASS A COMMON73642K106770$10,3720.00%
257ALPS MLP ETF00162Q452220$10,3690.00%
258ISHARES BARCLAYS US TREASURY46428717689$9,8320.00%
259NIKE INC. CLASS B COMMONNKE111$9,8120.00%
260WARNER BROS DISCOVERY INC COMMONWBD1,085$8,9510.00%
261AUTOMATIC DATA PROCESSING COMMONADP32$8,8550.00%
262DOLLAR GENERAL CORP COMMON256677105100$8,4570.00%
263KRAFT HEINZ COMPANY COMMONKHC223$7,8300.00%
264ISHARES CORE S&P MID-CAP ETF464287507122$7,6030.00%
265GENERAL DYNAMICS COMMONGD25$7,5550.00%
266L3HARRIS TECHNOLOGIES INC COMMONLHX28$6,6600.00%
267FOOT LOCKER INC COMMON344849104255$6,5890.00%
268MCKESSON HBOC INC. COMMONMCK13$6,4270.00%
269EMPIRE STATE REALTY OP LP292102100600$6,3480.00%
270ISHARES 7-10 YR TREAS BOND FUND46428744061$5,9850.00%
271PRUDENTIAL FINANCIAL INC. COMMONPUKPF49$5,9340.00%
272INVESCO EQUAL WEIGHT 0-30 YEARIVZ200$5,8160.00%
273VIATRIS INC COMMONVTRS500$5,8050.00%
274ISHARES US TECHNOLOGY ETF46428772138$5,7620.00%
275GLOBAL X LITHIUM AND BATTERY37954Y855132$5,7540.00%
276SPDR PORTFOLIO S&P 500 ETF78464A85485$5,7380.00%
277ISHARES GLOBAL ENERGY ETF464287341141$5,7080.00%
278ALTRIA GROUP INC. COMMONMO110$5,6140.00%
279MARAVAI LIFESCIENCES HLDGS INCMARA651$5,4100.00%
280PEABODY ENERGY CORP COMMONBTU200$5,3080.00%
281GRAINGER (W.W.) INC. COMMON3848021045$5,1940.00%
282KIMBERLY CLARK COMPANY COMMONKMB34$4,8380.00%
283ISHARES CORE MSCI EAFE ETF46432F84260$4,6830.00%
284KINROSS GOLD CORP NEW COMMONKGCRF500$4,6800.00%
285TRANE TECHNOLOGIES PLC COMMMONTT12$4,6650.00%
286FACTSET RESEARCH SYSTEMS INC30307510510$4,5990.00%
287RXO INC COMMONRXO163$4,5640.00%
288NOVO-NORDISK A/S SPONSORED ADRNONOF38$4,5250.00%
289LUCID GROUP INC COMMONLCID1,200$4,2360.00%
290REALTY INCOME CORPORATION COMMONO62$3,9320.00%
291CHEMOURS COMPANY COMMONCC191$3,8810.00%
292MANULIFE FINANCIAL INC. COMMON56501R106129$3,8120.00%
293RIVIAN AUTOMOTIVE INC CLASS ARIVN310$3,4780.00%
294GE VERNOVA LLC COMMONGEV13$3,3150.00%
295NASDAQ INC COMMONNDAQ42$3,0660.00%
296TERADATA CORP COMMONTDC100$3,0340.00%
297ALIBABA GROUP HOLDING ADRBBAAY28$2,9710.00%
298COGNEX CORPORATION COMMON STOCKCGNX73$2,9570.00%
299ISHARES US TREASURY BOND ETF46429B267120$2,8140.00%
300AON PLC COMMONAON8$2,7680.00%
301S&P GLOBAL INC COMMONSPGI5$2,5830.00%
302PHILLIPS 66 COMMONPSX19$2,4980.00%
303SPDR PORTFOLIO S&P 400 MID CAP78464A84743$2,3510.00%
304ULTA BEAUTY INC COMMONULTA6$2,3350.00%
305PAYCHEX INC COMMONPAYX16$2,1470.00%
306NORFOLK SOUTHERN COMMON6558441088$1,9880.00%
307WEYERHAEUSER COMPANY COMMONWY57$1,9300.00%
308VOYAGER THERAPEUTICS INC COMMONVYGR300$1,7550.00%
309ISHARES MSCI EAFE VALUE ETF46428887730$1,7260.00%
310GE HEALTHCARE TECHNOLOGIES INCGEHC18$1,6890.00%
311ALPINE 4 HOLDINGS INC COMMON02083E2044,375$1,5610.00%
312TARGET CORP. COMMONTGT9$1,4030.00%
313MARSH & MCLENNAN COMMON5717481026$1,3390.00%
314AVANTIS US SMALL CAP VALUE ETF02507287712$1,1510.00%
315COLGATE-PALMOLIVE COMMONCL11$1,1420.00%
316SYNOPSYS INC COMMONSNPS2$1,0130.00%
317PULTE HOMES INC COMMON7458671017$1,0050.00%
318U.S. BANCORP NEW COMMONUSB-PS21$9600.00%
319AMERICAN TOWER REIT03027X1004$9300.00%
320EVERSOURCE ENERGY COMMONES13$8850.00%
321ISHARES ESG AWARE MSCI USA ETF46435G4257$8830.00%
322NETFLIX INC COMMONNFLX1$7090.00%
323AVANTIS INTERNATIONAL SMALL CAP02507280210$7070.00%
324PALO ALTO NETWORKS INC COMMONPANW2$6840.00%
325METLIFE INC. COMMONMET-PF8$6600.00%
326ISHARES MSCI EAFE GROWTH ETF4642888856$6460.00%
327NCR ATLEOS CORP COMMONNATL22$6280.00%
328TEXAS INSTRUMENTS COMMON8825081043$6200.00%
329NCR VOYIX CORP COMMONNCRRP44$5970.00%
330VERTIV HOLDINGS CO CLASS AVRT6$5970.00%
331MANHATTAN ASSOCIATES INC COMMONMANH2$5630.00%
332ROYAL CARIBBEAN GROUP LTD COMMONV7780T1033$5320.00%
333TRUIST FINANCIAL CORP COMMON89832Q10912$5130.00%
334JABIL INC COMMONJBL4$4790.00%
335MID AMERICAN APARTMENT CMTY INC59522J1033$4770.00%
336MOODY'S CORP COMMONMCO1$4750.00%
337TETRA TECH INC COMMONTTEK10$4720.00%
338PURE STORAGE CLASS A COMMON74624M1029$4520.00%
339LABCORP HOLDINGS INC COMMONLH2$4470.00%
340ISHARES SHORT-TERM NATIONAL MUNI4642881584$4250.00%
341ORGANON & CO COMMONOGN20$3830.00%
342UBER TECHNOLOGIES INC COMMONUBER5$3760.00%
343SPOTIFY TECHNOLOGY SA COMMONSPOT1$3690.00%
344MOLINA HEALTHCARE INC COMMONMOH1$3450.00%
345W.R. BERKLEY CORPORATION COMMONWRB-PH6$3400.00%
346ARCH CAPITAL GROUP LTD ADRG0450A1053$3360.00%
347ITRON INC COMMONITRI3$3200.00%
348PACCAR INC. COMMONPCAR3$2960.00%
349TAYLOR MORRISON HOME CORP COMMONTMHC4$2810.00%
350ISHARES MSCI USA MIN VOL FACTOR46429B6973$2740.00%
351MGM RESORTS INTERNATIONAL COMMONMGM7$2740.00%
352VAXART INC COMMONVXRT300$2550.00%
353PROLOGIS INC COMMONPLDGP2$2530.00%
354GILEAD SCIENCES INC COMMONGILD3$2520.00%
355MICROCHIP TECHNOLOGY, INC.MCHPP3$2410.00%
356SPROUTS FARMERS MARKET INC85208M1022$2210.00%
357WINTRUST FINANCIAL CORP COMMON97650W1082$2170.00%
358SLB COMMONSLB5$2100.00%
359ZOOM VIDEO COMMUNICATIONS INCZM3$2090.00%
360TOAST INC CLASS A COMMONTOST7$1980.00%
361BUILDERS FIRSTSOURCE INC COMMONBLDR1$1940.00%
362PORTLAND GENERAL ELECTRIC COMMON7365088474$1920.00%
363DR HORTON INC COMMON23331A1091$1910.00%
364LENNAR CORP CLASS A COMMONLEN-B1$1870.00%
365EXTRA SPACE STORAGE INC REITEXR1$1800.00%
366OWENS CORNING INC COMMONOC1$1770.00%
367DIAMONDBACK ENERGY INC COMMONFANG1$1720.00%
368CNX RESOURCES CORP COMMONCNX5$1630.00%
369SCIENCE APPLICATIONS INTL CORP8086251071$1390.00%
370JPMORGAN INTERNATIONAL RESEARCH46641Q1342$1320.00%
371EXPEDITORS INTL OF WASHINGTON3021301091$1310.00%
372TJX COMPANIES INC. COMMON8725401091$1180.00%
373MGIC INVESTMENT CORPORATION5528481034$1020.00%
374ISHARES S&P 500 GROWTH ETF4642873091$960.00%
375GOLD RESOURCE CORP COMMONGORO200$700.00%
376ORION OFFICE REIT INC COMMONONL6$240.00%