Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

FOSTER & MOTLEY INC

Quarter ended Q4 2023 · Filed October 24, 2023 · Accession 0001163902-23-000005

Total Value
$1.2M
Positions
351
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (351)

#IssuerTicker / CUSIPSharesValue% of Filing
1Schwab Fundamental Intl Lg Co ETF8085247552,158,146$68,3485.60%
2Schwab International Equity ETF8085248051,418,627$48,1773.95%
3Hartford Multifactor Developed Markets ETF5184161021,765,853$45,2943.71%
4Apple Computer IncAAPL253,604$43,4203.56%
5Schwab Fundamental Emerg Mkts Lg Co ETF8085247301,402,795$36,7813.02%
6Avantis Emerging Markets Equity ETF025072604566,429$29,9022.45%
7Schwab Intermediate-Term U.S. Trsy ETF808524854485,402$23,2701.91%
8Microsoft CorpMSFT62,219$19,6461.61%
9Tortoise North American Pipeline Fund56167N720694,518$16,9811.39%
10Schwab US TIPS ETF808524870329,696$16,6461.36%
11Schwab U.S. REIT ETF808524847925,834$16,4341.35%
12Janus Henderson Mortgage-Backed ETF47103U852369,530$16,0381.31%
13iShares Edge MSCI Multifactor Intl ETF46434V274610,270$15,7751.29%
14Vanguard Reit Index ETF922908553204,514$15,4741.27%
15Oracle CorporationORCL-PD136,001$14,4051.18%
16Alphabet Inc Class CGOOG100,841$13,2961.09%
17iShares MSCI EAFE ETF464287465181,988$12,5431.03%
18Cisco Systems IncCSCO222,234$11,9470.98%
19Schwab Fundamental US Small Company ETF808524763244,884$11,8740.97%
20Kroger CompanyKR237,070$10,6090.87%
21Pacer Benchmark Data & Infrastructure Real Estate ETF69374H741404,316$10,4680.86%
22Wal-Mart Stores IncWMT64,227$10,2720.84%
23Amgen IncorporatedAMGN37,493$10,0770.83%
24J P Morgan Chase & Co.VYLD68,207$9,8910.81%
25Procter & Gamble74271810967,504$9,8460.81%
26McKesson HBOC IncMCK21,797$9,4780.78%
27iShares Edge MSCI Multifactor USA ETF46434V282210,621$9,1240.75%
28Ameriprise Financial, Inc.03076C10626,786$8,8310.72%
29AFLAC IncAFL114,697$8,8030.72%
30AbbVie Inc.ABBV57,682$8,5980.70%
31Vanguard Tax-Exempt Bond Index ETF922907746170,199$8,1870.67%
32Toyota Motor CorporationTOYOF45,518$8,1820.67%
33HCA Holdings, Inc.HCA32,761$8,0590.66%
34Vanguard Interm-Tm Govt Bd Inx ETF92206C706136,706$7,8130.64%
35D R Horton Co23331A10972,171$7,7560.64%
36PACCAR IncPCAR90,033$7,6550.63%
37Omnicom Group IncOMC102,086$7,6030.62%
38Exxon Mobil CorporationXOM62,917$7,3980.61%
39Hartford Financial ServicesHIG-PG98,214$6,9640.57%
40iShares JPMorgan USD Emerg Markets Bond ETF46428828182,609$6,8170.56%
41Johnson & JohnsonJNJ43,273$6,7400.55%
42Hewlett Packard Enterprise CompHPE-PC385,798$6,7010.55%
43Pfizer IncorporatedPFE197,351$6,5460.54%
44Cummins IncCMI28,222$6,4480.53%
45iShares Natl Amt-Free Muni Bond ETF46428841461,374$6,2930.52%
46Meta Platforms, Inc.META20,421$6,1310.50%
47General Dynamics CorpGD26,823$5,9270.49%
48Jabil Circuit Inc.JBL46,446$5,8940.48%
49Cambria Emerging Shareholder Yield ETF132061706204,281$5,8590.48%
50Avnet, Inc.AVT120,698$5,8160.48%
51Lowes Companies Inc54866110727,328$5,6800.47%
52PulteGroup Inc74586710175,745$5,6090.46%
53Nexstar Media GroupNXST38,611$5,5360.45%
54iShares 20 Year Treasury Bond ETF46428743262,065$5,5050.45%
55Metlife IncMET-PF87,190$5,4850.45%
56Texas Instruments Inc88250810434,224$5,4420.45%
57LKQ Corp.LKQ109,860$5,4390.45%
58Unum GroupUNMA109,803$5,4010.44%
59EOG Resources, IncEOG41,298$5,2350.43%
60CDW CorporationCDW25,227$5,0900.42%
61Accenture Ltd Cl AACN16,249$4,9900.41%
62Quest Diagnostic IncDGX40,699$4,9600.41%
63JPMorgan Ultra-Short Income ETF46641Q83798,649$4,9500.41%
64Corning IncGLW162,405$4,9480.41%
65Schwab Fundamental US Large Company ETF80852477188,005$4,9260.40%
66Chevron CorpCVX29,039$4,8970.40%
67LyondellBasell Industrials NVLYB51,579$4,8850.40%
68Merck & Co IncMRK47,432$4,8830.40%
69Intl Business MachinesINTR34,713$4,8700.40%
70Dick's Sporting Goods Inc.25339310244,713$4,8550.40%
71Broadcom LimitedAVGO5,836$4,8470.40%
72Everest Group LtdEG12,861$4,7800.39%
73Manulife Financial Corporation56501R106253,469$4,6330.38%
74Nucor CorpNUE29,605$4,6290.38%
75Owens Corning Inc.OC33,935$4,6290.38%
76Verizon CommunicationsVZ142,753$4,6270.38%
77Caterpillar IncCAT16,896$4,6120.38%
78Vanguard Small Cap Value ETF92290861128,904$4,6100.38%
79Edison International28102010772,294$4,5760.38%
80Snap On IncSNA17,938$4,5750.38%
81C V S Caremark Corp.CVS65,278$4,5580.37%
82Vanguard Total Bond Market ETF92193783564,759$4,5190.37%
83Twenty-First Century Fox, Inc. Cl AFOX144,247$4,5010.37%
84Discover Financial Services25470910849,781$4,3130.35%
85HP Inc.HPQ162,956$4,1880.34%
86iShares Barclays TIPS Bond46428717640,332$4,1830.34%
87Cardinal Health IncCAH44,799$3,8890.32%
88Lockheed Martin CorpLMT9,248$3,7820.31%
89Invesco FTSE RAFI Emerging Markets ETFIVZ211,886$3,7760.31%
90Thermo Fisher Scientific Inc.TMO7,454$3,7730.31%
91SPDR Barclays Cap Interm Term Corp Bond ETF78464A375119,891$3,7710.31%
92Comcast CorpCCZ85,057$3,7710.31%
93Travelers Companies IncTRV22,837$3,7300.31%
94J M Smuckers Co83269640529,842$3,6680.30%
95Reliance Steel & Aluminum CoRS13,761$3,6090.30%
96UnitedHealth Group Inc.UNH7,070$3,5650.29%
97Eaton Corporation plcETN16,660$3,5530.29%
98Regions Financial Cp NewRF-PF205,591$3,5360.29%
99Equitable Holdings, Inc.EQH-PC123,960$3,5190.29%
100Allison Transmission Holdings, INc.ALSN59,550$3,5170.29%
101Best Buy IncBBY50,000$3,4740.28%
102Vanguard Russell 1000 ETF92206C73017,650$3,4360.28%
103Union PacificUNP16,796$3,4200.28%
104The Real Estate Select Sector SPDR Fund81369Y860100,179$3,4130.28%
105Goldman Sachs Group IncGSCE10,542$3,4110.28%
106PIMCO Intermediate Muni Bond Strgy ETF72201R86667,986$3,4040.28%
107Vishay Intertechnology Inc.VSH133,189$3,2920.27%
108iShares MBS Bond ETF46428858836,331$3,2260.26%
109United Rentals, Inc.URI7,191$3,1970.26%
110Archer-Daniels-Midland Co.ADM41,751$3,1490.26%
111Group 1 Automotive, Inc.GPI11,613$3,1200.26%
112Microchip Technology IncMCHPP39,399$3,0750.25%
113Prudential Financial IncPUKPF32,250$3,0600.25%
114Lennar Corp Cl ALEN-B26,326$2,9550.24%
115Petroleo Brasileiro71654V408190,619$2,8570.23%
116UGI Corporation New902681105123,333$2,8370.23%
117Belden IncBDC29,115$2,8110.23%
118Infosys LimitedINFY163,339$2,7950.23%
119iShares MSCI Emerging Markets Index ETF46428723473,420$2,7860.23%
120Honda Motor Co AdrHNDAF82,622$2,7790.23%
121Steel Dynamics, Inc.STLD25,697$2,7550.23%
122Patterson Companies Inc.70339510392,868$2,7530.23%
123Principal Financial Group Inc.PFG38,038$2,7410.22%
124Becton Dickinson & CoBDX10,359$2,6780.22%
125Network Appliance IncNTAP34,662$2,6300.22%
126Home Depot IncHD8,626$2,6060.21%
127Shell plcRYDAF40,151$2,5850.21%
128AutoZone IncAZO1,014$2,5760.21%
129MGIC Investment Corp552848103154,280$2,5750.21%
130Bristol-Myers Squibb CoCELG-RI44,093$2,5590.21%
131Marathon Petroleum CorporationMARA16,854$2,5510.21%
132Fidelity National Finl.FNF60,253$2,4880.20%
133TotalEnergies SETTE37,625$2,4740.20%
134iShares MSCI EAFE Min Volatility ETF46429B68935,954$2,3450.19%
135Morgan StanleyMS-PQ27,728$2,2650.19%
136iShares Emerging Markets Local Currency Bond ETF46428651763,700$2,2190.18%
137McDonald's Corp.MCD8,332$2,1950.18%
138ConAgra Brands, Inc.CAG78,311$2,1470.18%
139Amdocs Limited Common StockDOX25,259$2,1340.17%
140Cognizant Technology Solutions Corp.CTSH31,293$2,1200.17%
141Avantis US Small Cap Value ETF02507287727,170$2,1180.17%
142A T & T Inc.T-PC140,223$2,1060.17%
143Consol Energy, Inc.20854L10819,834$2,0810.17%
144Target CorporationTGT18,722$2,0700.17%
145TE Connectivity Ltd.TEL16,651$2,0570.17%
146Toronto-Dominion BankTORO33,068$1,9930.16%
147General Mills Inc37033410430,927$1,9790.16%
148Exelon CorporationEXC51,795$1,9570.16%
149First Trust Managed Municipal ETF33739N10839,020$1,9070.16%
150Honeywell International43851610610,011$1,8490.15%
151TJX Cos Inc87254010919,833$1,7630.14%
152Kinder Morgan, Inc.EP-PC104,238$1,7280.14%
153Reinsurance Group of America75935160411,587$1,6820.14%
154Camden Property Trust13313110217,533$1,6580.14%
155Automatic Data Processing, Inc.ADP6,839$1,6450.13%
156Constellation Energy CoCEG14,991$1,6350.13%
157Bunge Ltd.BG15,097$1,6340.13%
158Tyson Foods IncTSN32,087$1,6200.13%
159Plymouth Industrial REIT, Inc.72964010277,118$1,6160.13%
160ConocoPhillipsCOP13,084$1,5670.13%
161Valero Energy Corp NewVLO11,023$1,5620.13%
162Encompass Health CorpEHC23,264$1,5620.13%
163Omega Healthcare Investors Inc.68193610046,766$1,5510.13%
164Northrop Grumman CorpNOC3,409$1,5010.12%
165Canadian Natural Resources Limited13638510122,212$1,4360.12%
166Cencora, Inc.COR7,842$1,4110.12%
167SPDR Portfolio High Yield Bond ETF78468R60662,567$1,4030.12%
168The Kraft Heinz CompanyKHC41,201$1,3860.11%
169Lab Cp Of Amer Hldg New50540R4096,875$1,3820.11%
170Applied Materials Inc0382221059,793$1,3560.11%
171Williams SonomaWSM8,548$1,3280.11%
172Chubb LtdCB6,369$1,3260.11%
173Electronic Arts Inc.EA10,618$1,2780.10%
174Seagate Technology PLC FSE18,741$1,2360.10%
175Bank of Montreal06367110114,562$1,2290.10%
176Cabot CorporationCBT17,659$1,2230.10%
177CIGNA Corp1255231004,183$1,1970.10%
178Leidos Holdings IncLDOS12,839$1,1830.10%
179Civitas Resources, Inc.17888H10314,329$1,1590.10%
180PepsiCo IncorporatedPEP6,727$1,1400.09%
181Alphabet Inc Class AGOOG8,391$1,0980.09%
182Sprouts Farmers Market85208M10225,562$1,0940.09%
183Ford Motor Company34537086088,065$1,0940.09%
184iShares Edge MSCI Mltfct USA SmCp ETF46434V29020,845$1,0780.09%
185iShares Core MSCI EAFE ETF46432F84216,667$1,0730.09%
186Booz Allen Hamilton Holdings CorporationBAH9,649$1,0540.09%
187Deere & CoDE2,786$1,0510.09%
188Dimensional Emerging Core Equity Market ETF25434V30245,934$1,0370.09%
189Progressive Corp.7433151037,443$1,0370.09%
190Arrow Electronics, Inc.0427351008,281$1,0370.09%
191BP PLC AdrBPPFF25,969$1,0060.08%
192Visa, Inc.V4,364$1,0040.08%
193Oxford Industries, Inc.69149730910,411$1,0010.08%
194Diamondback Energy, Inc.FANG6,406$9920.08%
195Nutrien Ltd.NTR16,062$9920.08%
196Dell Inc.DELL14,231$9810.08%
197Entergy Corp NewENO10,606$9810.08%
198COPT Defense PropertiesCDP40,963$9760.08%
199Illinois Tool Works4523081094,218$9710.08%
200Potlatch Corporation73763010320,824$9450.08%
201VanEck Vectors High-Yield Muni ETF92189H40919,181$9410.08%
202Whirlpool CorpWHR-PA6,965$9310.08%
203FedEx Corp.FDX3,426$9080.07%
204Elevance Health Inc.ELV2,080$9060.07%
205American Tower Corporation03027X1005,458$8980.07%
206Interpublic Group of CompaniesINTR31,207$8940.07%
207Weyerhaeuser CoWY29,157$8940.07%
208DoubleLine Income Solutions FundDSL76,047$8910.07%
209Simon Ppty Group New8288061098,097$8750.07%
210iShares Trust - U.S. Treasury Bond ETF46429B26738,973$8590.07%
211BorgWarner IncBWA21,083$8510.07%
212MDU Resources Group, Inc.55269010943,418$8500.07%
213Kite Realty Group49803T30039,554$8470.07%
214Raytheon Technologies CoRTX11,564$8320.07%
215Schwab Emerging Mkts Equity ETF80852470634,681$8300.07%
216Extra Space Storage Inc.EXR6,735$8190.07%
217Expeditors International of Washington Inc.3021301097,105$8140.07%
218AES CorporationAES53,356$8110.07%
219Carrier Global CorpCARR14,523$8020.07%
220Vanguard Value ETF9229087445,809$8010.07%
221Lamar Advertising Co ALAMR9,600$8010.07%
222Armada Hoffler Properties, Inc.04208T10877,297$7920.06%
223Hasbro IncHAS11,751$7770.06%
224Otter Tail CorporationOTTR10,049$7630.06%
225Invesco FTSE RAFI Dev Mkts ex-US ETFIVZ17,271$7520.06%
226American Intl Group Inc02687478412,252$7420.06%
227CF Industries Holdings, Inc.1252691008,645$7410.06%
228Amkor Technology IncAMKR31,884$7210.06%
229Franklin Resources IncBEN28,909$7110.06%
230Iron Mountain Incorporated46284V10111,940$7100.06%
231Bank of America Corp06050510425,446$6970.06%
232Premier, Inc.PREM32,171$6920.06%
233Medtronic PLCMDT8,710$6830.06%
234Academy Sports and Outdoors, Inc.ASO14,347$6780.06%
235National Fuel Gas CoNFG13,036$6770.06%
236The Andersons Inc.ANDE13,063$6730.06%
237Patrick Industries Inc.7033431038,833$6630.05%
238Pioneer Natural Resources Co.7237871072,882$6610.05%
239SBA Communications CorporationSBAC3,280$6570.05%
240Popular IncBPOPM10,378$6540.05%
241Organon & Co. Common StockOGN36,971$6420.05%
242Masco CorporationMAS11,980$6400.05%
243Genuine Parts CoGPC4,291$6200.05%
244Juniper Networks Inc48203R10422,064$6130.05%
245United Parcel Service, Inc.UPS3,896$6070.05%
246Global X MLP & Energy Infrastructure ETF37954Y29314,148$6000.05%
247Whitestone REITWSR61,859$5960.05%
248Mastercard IncorporatedMA1,474$5840.05%
249Fifth Third BancorpFITBM22,953$5810.05%
250RLJ Lodging TrustRLJ-PA57,327$5610.05%
251Walgreens Boots Alliance Inc.93142710825,091$5580.05%
252Evercore Partners Inc.EVR4,021$5540.05%
253Murphy USA, IncMUSA1,612$5510.05%
254Sylvamo CorporationSLVM12,517$5500.05%
255CubeSmartCUBE14,372$5480.04%
256Host Hotels & Resorts Inc.HST34,023$5470.04%
257Ingredion IncorporatedINGR5,541$5450.04%
258Eli Lilly & CompanyLLY1,008$5410.04%
259Kimberly-Clark CorpKMB4,427$5350.04%
260ONEOK IncOKE8,376$5310.04%
261iShares Core S&P 500 ETF4642872001,214$5210.04%
262Canadian Natl RR Co.1363751024,788$5190.04%
263Novartis A G Spon AdrNVSEF5,090$5180.04%
264Coterra Energy Inc.CTRA19,011$5140.04%
265OGE Energy CorpOGE15,275$5090.04%
266CMS Energy CorpCMS-PC9,548$5070.04%
267iShares Short-Term National Muni Bond ETF4642881584,911$5050.04%
268Celanese CorporationCE4,018$5040.04%
269K L A Tencor CorpKLAC1,088$4990.04%
270Phillips 66PSX4,116$4950.04%
2713M CompanyMMM5,243$4910.04%
272US BancorpUSB-PS14,699$4860.04%
273Vanguard Total Stock Market ETF9229087692,283$4850.04%
274Schwab US Broad Mkt ETF8085241029,503$4740.04%
275Fidelity MSCI Real Estate Index ETF31609285720,734$4720.04%
276Invesco FTSE RAFI US 1000 ETFIVZ14,759$4700.04%
277STAG Industrial, Inc.85254J10213,476$4650.04%
278VanEck Vectors Junior Gold Miners ETF92189F79114,095$4540.04%
279Century Communities, Inc1565043006,802$4540.04%
280Fiserv, Inc.FISV4,002$4520.04%
281Sun Communities Inc8666741043,724$4410.04%
282JPMorgan Diversified Return U.S. Equity ETF46641Q4074,654$4370.04%
283Gilead Sciences IncGILD5,804$4350.04%
284Cincinnati Financial Cp1720621014,197$4290.04%
285Range Resources CorporationRRC12,965$4200.03%
286Danaher Corp Del2358511021,685$4180.03%
287Paychex IncPAYX3,610$4160.03%
288VanEck Vectors Intermediate Muni ETF92189H2019,418$4150.03%
289Polaris Industries Inc.PII3,981$4150.03%
290Knife River CorpKNF8,378$4090.03%
291Ziff Davis, Inc.ZD6,369$4060.03%
292Abbott LaboratoriesABLZF4,164$4030.03%
293Northern Oil and Gas, Inc.NOG9,989$4020.03%
294Americas Car-Mart Inc03062T1054,385$3990.03%
295Bloomin' Brands, Inc.BLMN15,999$3930.03%
296Berkshire Hathaway Cl BBRK-A1,102$3860.03%
297Chord Energy CorporationCHRD2,355$3820.03%
298Dover CorporationDOV2,731$3810.03%
299SPDR Portfolio Mortgage Backed Bond ETF78464A38318,332$3810.03%
300NexPoint Residential Trust, Inc.NXRT11,774$3790.03%
301First Industrial Rlty Trust32054K1037,931$3770.03%
302Select Medical Holdings Corp81619Q10514,586$3690.03%
303iShares S&P Mid-Cap 400 Value ETF4642877053,540$3570.03%
304Costco Whsl Corp New22160K105619$3500.03%
305iShares S&P Small-Cap ETF4642878043,661$3450.03%
306Louisiana-Pacific CorpLPX6,203$3430.03%
307Greif Inc Cl AGEF-B5,121$3420.03%
308VanEck Long Muni ETF92189F53620,199$3380.03%
309Emerson Electric CoEMR3,442$3320.03%
310Viatris IncVTRS32,879$3240.03%
311Schwab U.S. Dividend Equity ETF8085247974,561$3230.03%
312Zimmer Biomet Holdings, Inc.ZBH2,882$3230.03%
313EastGroup Properties Inc.2772761011,918$3190.03%
314Global Net Lease IncGNL-PE32,921$3160.03%
315Kellogg CompanyBEKE5,189$3090.03%
316SYNNEX Corp.SNX3,067$3060.03%
317Vistra Corp.VST9,219$3060.03%
318Taylor Morrison Home CorporationTMHC7,102$3030.02%
319Vanguard Dividend Appreciation ETF9219088441,938$3010.02%
320Dimensional Emerging Markets25434V73212,813$2990.02%
321iShares Core S&P Mid-Cap ETF4642875071,196$2980.02%
322Otis Worldwide CorpOTIS3,705$2980.02%
323iShares Russell 1000 ETF4642876221,253$2940.02%
324LPL Financial Hldgs Inc50212V1001,229$2920.02%
325Coca Cola CompanyKO5,180$2900.02%
326Vanguard S&P 500 ETF922908363732$2870.02%
327Xtrackers Muni Infra Rev Bond ETF23305170511,976$2840.02%
328ProLogisPLDGP2,526$2830.02%
329Crane CompanyCR4,919$2730.02%
330Amazon.com Inc.AMZN2,151$2730.02%
331iShares Russell 1000 Growth ETF4642876141,013$2690.02%
332Disney Walt Hldg Co2546871063,267$2650.02%
333iShares Russell Mid-cap Value ETF4642874732,528$2640.02%
334Qualcomm IncQCOM2,341$2600.02%
335American Financial Group0259321042,316$2590.02%
336Outfront Media IncOUT25,549$2580.02%
337Vanguard Emerging Markets Stock ETF9220428586,518$2560.02%
338iShares Core MSCI Emerging Markets ETF46434G1035,335$2540.02%
339Parker-Hannifin CorporationPH645$2510.02%
340Old Republic International Corporation6802231049,312$2510.02%
341iShares Global Clean Energy ETF46428822416,534$2420.02%
342Huntington Bancshares IncorporatedHBANP22,483$2340.02%
343NortonLifeLock Inc.GENVR13,261$2340.02%
344The Macerich CoMAC18,995$2070.02%
345Lexington Realty TrustLXP-PC23,021$2050.02%
346Invesco Emerging Mkts Sovereign Debt ETFIVZ10,526$1920.02%
347TEGNA, Inc.87901J10511,731$1710.01%
348Independence Realty Trust Inc.45378A10611,204$1580.01%
349First BanCorp.31867270610,696$1440.01%
350Uniti Group Inc.UNIT22,073$1040.01%
351Transocean LTD.RIG12,475$1020.01%