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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

MOTCO

Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0001306333-23-000004

Total Value
$1.47B
Positions
744
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MFS INTERNATIONAL INTRINSIC VALUE R65527463491,853,850$72.3M4.91%
2BROADWAY BANCSHARES INC TEX COM111434106222,030$65.8M4.47%
3BROADWAY BANCSHARES INC TEX COM11143412A200,150$59.3M4.03%
4ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H4852,771,907$46.7M3.18%
5DODGE COX INTERNATIONAL STOCK FUND256206103891,307$40.8M2.77%
6JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K6872,952,444$28.3M1.92%
7HARDING LOEVNER INTERNATIONAL EQUITY PORT4122951071,031,612$26.0M1.77%
8GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X4191,908,504$24.9M1.69%
9WCM FOCUSED EMERGING MARKETS FD INSTL46141P8341,811,726$24.1M1.64%
10HARTFORD INTERNATIONAL VALUE FUND CL Y41664M6491,326,585$22.1M1.50%
11LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ1,344,508$19.8M1.35%
12MICROSOFT CORPORATIONMSFT68,140$19.6M1.34%
13APPLE INC.AAPL117,035$19.3M1.31%
14BROADCOM INCAVGO29,161$18.7M1.27%
15JPMORGAN HEDGED EQUITY FUND ICAT671,959$17.6M1.20%
16MERCK & CO INCMRK164,220$17.5M1.19%
17MCDONALDS CORP.MCD58,747$16.4M1.12%
18T ROWE PRICE OVERSEAS STOCK-I77956H4351,327,394$15.6M1.06%
19JPMORGAN CHASE & COVYLD119,018$15.5M1.05%
20BLACKROCK EVENT DRIVEN EQUITY FUNDBLK1,558,055$15.2M1.03%
21JOHNSON & JOHNSONJNJ95,329$14.8M1.00%
22AMERICAN NEW WORLD FUND F3649280773196,721$13.9M0.95%
23COMCAST CORP. CLASS ACCZ353,646$13.4M0.91%
24NVIDIA CORPORATIONNVDA42,865$11.9M0.81%
25CROWN CASTLE INTL CORPCCI88,495$11.8M0.80%
26CHEVRON CORPORATIONCVX70,861$11.6M0.79%
27RUSH ENTERPRISES INC-CL ARUSHB204,900$11.2M0.76%
28FIRST TRUST MANAGED MUNICIPAL ETF33739N108215,051$11.0M0.74%
29BNY MELLON GLOBAL REAL RETURN FUND INSTL05587N828752,067$10.9M0.74%
30SPDR GOLD TRUSTGLD58,953$10.8M0.73%
31THERMO FISHER SCIENTIFIC INCTMO18,692$10.8M0.73%
32PALO ALTO NETWORKS INCPANW51,964$10.4M0.71%
33DIGITAL REALTY TRUST INC253868103103,573$10.2M0.69%
34VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES922907845942,730$9.9M0.67%
35AMPHENOL CORP - CLASS A032095101119,800$9.8M0.67%
36GATEWAY FUND367829884256,373$9.6M0.65%
37ALPHABET INC CL AGOOG90,133$9.3M0.64%
38COSTCO WHOLESALE CORP.22160K10518,781$9.3M0.63%
39CALAMOS MARKET NEUTRAL INCOME FUND I128119880652,589$9.2M0.63%
40MICROCHIP TECHNOLOGY INCMCHPP109,181$9.1M0.62%
41TJX COMPANIES INC872540109115,686$9.1M0.62%
42QUALCOMM INCQCOM70,770$9.0M0.61%
43UNITEDHEALTH GROUP INC.UNH18,681$8.8M0.60%
44MONDELEZ INTERNATIONAL INC-A609207105124,973$8.7M0.59%
45SALESFORCE INC.CRM43,384$8.7M0.59%
46WAL-MART, INC.WMT57,630$8.5M0.58%
47VISA INCV37,670$8.5M0.58%
48TEXAS INSTRUMENTS88250810445,051$8.4M0.57%
49WASTE MANAGEMENT INC (NEW)94106L10950,741$8.3M0.56%
50ROPER TECHNOLOGIES INCROP18,768$8.3M0.56%
51NIKE INC - CLASS BNKE67,241$8.2M0.56%
52T-MOBILE US INCTMUSZ56,717$8.2M0.56%
53BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTLBLK851,641$8.2M0.56%
54ACCENTURE PLCACN28,628$8.2M0.56%
55INTERCONTINENTAL EXCHANGE GROUP INC45866F10477,598$8.1M0.55%
56APOLLO GLOBAL MANAGEMENT INC03769M106125,433$7.9M0.54%
57HONEYWELL INTERNATIONAL INC43851610641,198$7.9M0.54%
58STARBUCKS CORPSBUX75,542$7.9M0.53%
59ZOETIS INCZTS46,768$7.8M0.53%
60COCA COLA CO.KO125,278$7.8M0.53%
61LOWE'S COS. INC.54866110738,809$7.8M0.53%
62UNION PACIFIC CORPORATIONUNP38,460$7.7M0.53%
63AIR PRODUCTS & CHEMICAL INCAIIR26,897$7.7M0.53%
64CISCO SYSTEMS INCCSCO147,580$7.7M0.52%
65ADOBE INCADBE19,827$7.6M0.52%
66AMAZON.COM INC.AMZN73,097$7.6M0.51%
67GENUINE PARTS CO.GPC45,060$7.5M0.51%
68INTUIT COMINTU16,798$7.5M0.51%
69CUMMINS INCCMI31,210$7.5M0.51%
70EMERSON ELECTRIC COMPANYEMR83,830$7.3M0.50%
71PEPSICO INC.PEP39,537$7.2M0.49%
72NEXTERA ENERGYNEE-PW92,247$7.1M0.48%
73EXXON MOBIL CORPORATIONXOM64,274$7.0M0.48%
74ASTRAZENECA PLC-SPONS ADRAZN101,287$7.0M0.48%
75GOLDMAN SACHS GROUP INCGSCE21,093$6.9M0.47%
76ESTEE LAUDER COMPANIES INC CL A51843910427,932$6.9M0.47%
77S&P GLOBAL INCSPGI19,918$6.9M0.47%
78ISHARES BIOTECHNOLOGY ETF46428755652,643$6.8M0.46%
79BRISTOL MYERS SQUIBBCELG-RI97,978$6.8M0.46%
80WALT DISNEY COMPANY25468710667,410$6.7M0.46%
81VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS922907886619,743$6.7M0.45%
82IQVIA HOLDINGS INCIQV33,487$6.7M0.45%
83AMGEN, INCAMGN26,962$6.5M0.44%
84UNITED PARCEL SERVICEUPS32,104$6.2M0.42%
85INVESCO DEVELOPING MARKETS FUND CL R6IVZ158,647$6.2M0.42%
86CIGNA GROUP12552310023,983$6.1M0.42%
87LOCKHEED MARTIN CORPORATIONLMT12,935$6.1M0.42%
88LINDE PLCLIN16,871$6.0M0.41%
89VERIZON COMMUNICATIONSVZ153,388$6.0M0.41%
90NESTLE SA-SPONS ADR64106940648,850$6.0M0.41%
91TARGET CORPTGT35,538$5.9M0.40%
92PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V273666,199$5.8M0.40%
93HOME DEPOT INCHD19,183$5.7M0.38%
94AMERICAN ELECTRIC POWER COMPANY02553710162,190$5.7M0.38%
95SUN LIFE FINANCIAL INCSUNFF121,100$5.7M0.38%
96BANK OF NEW YORK MELLON CORP064058100124,405$5.7M0.38%
97THE MERGER FUND INSTL589509207337,373$5.6M0.38%
98META PLATFORMS INC.META26,615$5.6M0.38%
99UNILEVER PLC-SPONS ADRUNLYF108,231$5.6M0.38%
100COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U106129,333$5.6M0.38%
101PUBLIC SERVICE ENTERPRISE GROUP INC.74457310688,495$5.5M0.38%
102CORNING INCORPORATEDGLW155,246$5.5M0.37%
103BLACKSTONE INCBX61,148$5.4M0.37%
104VODAFONE GROUP PLC92857W308480,493$5.3M0.36%
105CHARLES SCHWAB CORP NEWSCHW-PJ100,742$5.3M0.36%
106BCE INCBCPPF117,296$5.3M0.36%
107CME GROUP INCCME26,594$5.1M0.35%
108DIAMONDBACK ENERGY INCFANG35,303$4.8M0.32%
109ALTRIA GROUP INC.MO104,754$4.7M0.32%
110ALBEMARLE CORPORATIONALB-PA20,917$4.6M0.31%
111SPDR S&P MIDCAP 400 ETF TRUSTMDY10,079$4.6M0.31%
112US BANCORP DEL COM NEWUSB-PS121,466$4.4M0.30%
113DOMINION ENERGY INCD78,049$4.4M0.30%
114VICTORY MARKET NEUTRAL INCOME FUND I92647P654504,534$4.3M0.29%
115PNC FINANCIAL SERVICES GROUP, INC.69347510532,876$4.2M0.28%
116VANGUARD 500 INDEX FUND ADMIRAL SHS 54092290871010,885$4.1M0.28%
117RAYTHEON TECHNOLOGIES CORPRTX41,664$4.1M0.28%
118HASBRO, INC.HAS75,243$4.0M0.27%
119MFS INTERNATIONAL DIVERSIFICATION FD R6552743544179,555$3.9M0.27%
120AMERICAN WATER WORKS CO03042010325,358$3.7M0.25%
121SPOKE HOLLOW RANCH INC CERT UNKNOWNSPOK621,939$3.7M0.25%
122FIDELITY ADVISOR REAL ESTATE INCOME FUND Z316389311319,008$3.6M0.25%
123AMERICAN EUROPACIFIC GROWTH FD F329870611066,058$3.6M0.24%
124ENBRIDGE INCENNPF91,212$3.5M0.24%
125T ROWE PRICE INTERNATIONAL DISCOVERY INSTL77956H37753,277$3.2M0.22%
126ISHARES CORE SP 500 ETF4642872007,582$3.1M0.21%
127T ROWE PRICE MIDCAP VALUE FUND77957Y10692,949$2.7M0.18%
128ISHARES GOLD TRUSTIAU70,511$2.6M0.18%
129VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES922907878175,892$2.4M0.16%
130CALVERT EMERGING MARKETS EQUITY FD I131649774132,099$2.2M0.15%
131VANGUARD EQUITY INCOME FUND ADMIRAL SHARES92192130026,138$2.2M0.15%
132VICTORY 500 INDEX FUND MEMBER90328888439,442$2.1M0.14%
133T ROWE PRICE GROWTH STOCK FUND74147910928,648$2.0M0.14%
134VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL92290872820,287$2.0M0.14%
135VANGUARD FTSE DEVELOPED MARKETS ETF92194385844,087$2.0M0.14%
136MALITZ CONTRUCTION INC CLASS B NONVOTING553535997165,000$2.0M0.13%
137ISHARES MSCI EAFE ETF46428746525,322$1.8M0.12%
138BROADWAY BANCSHARES INC TEX COM11143413A6,102$1.8M0.12%
139PEAR TREE POLARIS FOREIGN VALUE FD INSTL70472Q80780,290$1.7M0.12%
140ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844861,176$1.7M0.11%
141VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD92194679426,468$1.6M0.11%
142MFS INTERNATIONAL INTRINSIC VALUE R655274634940,146$1.6M0.11%
143VANGUARD GROWTH ETF9229087366,178$1.5M0.10%
144BERKSHIRE HATHAWAY INC-CL BBRK-A4,837$1.5M0.10%
145PAYCHEX INC COMPAYX12,551$1.4M0.10%
146DEERE & COMPANYDE3,280$1.4M0.09%
147VANGUARD TOTAL BOND MKT INDEX #584-ADM SH921937603136,899$1.3M0.09%
148PFIZER INCPFE31,376$1.3M0.09%
149VANGUARD DIVIDEND APPRECIATION ETF9219088448,263$1.3M0.09%
150SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1093,570$1.2M0.08%
151DODGE COX STOCK FUND2562191065,340$1.2M0.08%
152VANGUARD FTSE EMERGING MARKET ETF92204285827,436$1.1M0.08%
153ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H48564,418$1.1M0.07%
154MFS EMERGING MARKETS DEBT FUND I55273E64092,991$1.1M0.07%
155HARDING LOEVNER INTERNATIONAL EQUITY PORT41229510739,188$989,1110.07%
156ALPHABET INC CL CGOOG9,435$981,2400.07%
157VANGUARD S/T BOND INDEX FD ADMIRAL SHARES92193770297,811$979,0830.07%
158SPDR S&P 500 ETF TRUSTSPY2,339$957,5630.07%
159HARTFORD INTERNATIONAL VALUE FUND CL Y41664M64956,194$934,5140.06%
160SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84822,728$932,5300.06%
161VANGUARD GNMA FUND ADMIRAL SHARES92203179497,513$912,7170.06%
162TELEDYNE TECHNOLOGIES INCTDY2,027$906,7990.06%
163VALERO ENERGY NEWVLO6,432$897,9070.06%
164PROCTER & GAMBLE CO.7427181095,921$880,3930.06%
165ELI LILLY & COLLY2,562$879,8420.06%
166FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND33738D10132,241$858,5780.06%
167SABINE ROYALTY TRUST78568810211,600$832,9960.06%
168VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES92290784578,357$821,9660.06%
169SPDR S&P BIOTECH ETF78464A8709,865$751,8120.05%
170BLACKROCK INCBLK1,056$706,5910.05%
171SPOKE HOLLOW RANCH, INC. CERT 72SPOK116,391$691,3630.05%
172AUTOMATIC DATA PROCESSINGADP3,007$669,4480.05%
173ISHARES CORE SP MID CAP ETF4642875072,612$653,4180.04%
174JPMORGAN HEDGED EQUITY FUND ICAT24,121$631,7180.04%
175FIRST TRUST MANAGED MUNICIPAL ETF33739N10812,131$617,9010.04%
176AMERICAN NEW PERSPECTIVE FUND F364801877811,817$616,6350.04%
177AT&T INC.T-PC31,600$608,3000.04%
178LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ41,291$608,2200.04%
179VANGUARD SHORT-TERM CORPORATE BOND ETF92206C4097,951$606,1050.04%
180VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8707,542$605,0190.04%
181ORACLE CORPORATIONORCL-PD6,398$594,5020.04%
182PIMCO COMMODITIES PLUS STRATEGY INST72201P17582,241$542,7890.04%
183TEXAS PACIFIC LAND CORPTPL300$510,3060.03%
184FIDELITY ADVISOR GROWTH OPP FUND3158078834,523$506,5710.03%
185GATEWAY FUND36782988413,393$499,1460.03%
186ISHARES CORE SP SMALL CAP ETF4642878044,977$481,2760.03%
187CINTAS CORPORATIONCTAS1,038$480,2620.03%
188GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X41936,719$478,4520.03%
189BERKSHIRE HATHAWAY INC CL ABRK-A1$465,6000.03%
190ISHARES RUSSELL 1000 GROWTH ETF4642876141,901$464,4710.03%
191BROADCOM INCAVGO721$462,5500.03%
192NVIDIA CORPORATIONNVDA1,641$455,8210.03%
193NEXTIER, INC.6290829913,600$454,8240.03%
194JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K68746,328$443,8250.03%
195VANGUARD HIGH YIELD CORPORATE FUND ADMVGES84,418$442,3510.03%
196EQUINIX INCEQIX602$434,0660.03%
197DODGE COX INTERNATIONAL STOCK FUND2562061039,212$421,5480.03%
198VANGUARD EQUITY INCOME FUND ADMIRAL SHARES9219213005,087$418,6450.03%
199MICROSOFT CORPORATIONMSFT1,441$415,4400.03%
200T ROWE PRICE OVERSEAS STOCK-I77956H43535,446$415,4230.03%
201MFS INTERNATIONAL INTRINSIC VALUE FD I55273E8229,916$411,3990.03%
202MERCK & CO INCMRK3,825$406,9420.03%
203BLACKROCK EVENT DRIVEN EQUITY FUNDBLK41,248$401,7540.03%
204APPLE INC.AAPL2,419$398,8930.03%
205WCM FOCUSED EMERGING MARKETS FD INSTL46141P83429,604$393,7300.03%
206T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD77990620518,307$389,9440.03%
207INVESCO DB COMMODITY INDEX TRACKING FUNDIVZ16,386$389,0040.03%
208MCDONALDS CORP.MCD1,356$379,1510.03%
209KLA CORPORATIONKLAC941$375,6190.03%
210COLGATE-PALMOLIVE COMPANYCL4,997$375,5250.03%
211AMERICAN TOWER CORP03027X1001,807$369,2420.03%
212ISHARES CORE MSCI EAFE ETF46432F8425,520$369,0120.03%
213JPMORGAN CHASE & COVYLD2,821$367,6050.02%
214PALO ALTO NETWORKS INCPANW1,824$364,3260.02%
215SCHWAB INTERNATIONAL SMALL EQUITY CAP80852488810,772$363,1240.02%
216EXXON MOBIL CORPORATIONXOM3,297$361,5490.02%
217MICROCHIP TECHNOLOGY INCMCHPP4,275$358,1600.02%
218PUBLIC STORAGEPSA-PS1,180$356,5250.02%
219INVESCO SENIOR FLOATING RATE FD RT-AIVZ54,070$353,0750.02%
220VANGUARD REAL ESTATE ETF9229085534,232$351,4250.02%
221PERKINELMER INCRVTY2,630$350,4740.02%
222AMPHENOL CORP - CLASS A0320951014,246$346,9830.02%
223COSTCO WHOLESALE CORP.22160K105683$339,3620.02%
224PROLOGIS INCPLDGP2,712$338,3760.02%
225TJX COMPANIES INC8725401094,309$337,6530.02%
226VISA INCV1,472$331,8770.02%
227DANAHER CORP DEL COM2358511021,305$328,9120.02%
228JOHNSON & JOHNSONJNJ2,110$327,0500.02%
229SALESFORCE INC.CRM1,627$325,0420.02%
230AMERICAN NEW WORLD FUND F36492807734,587$325,0410.02%
231UNITEDHEALTH GROUP INC.UNH682$322,3060.02%
232COMCAST CORP. CLASS ACCZ8,449$320,3020.02%
233THERMO FISHER SCIENTIFIC INCTMO549$316,4270.02%
234MONDELEZ INTERNATIONAL INC-A6092071054,530$315,8320.02%
235APOLLO GLOBAL MANAGEMENT INC03769M1064,967$313,7160.02%
236CLOROX COMPANYCLX1,969$311,5750.02%
237ACCENTURE PLCACN1,087$310,6750.02%
238ALPHABET INC CL AGOOG2,985$309,6340.02%
239INTERCONTINENTAL EXCHANGE GROUP INC45866F1042,938$306,4040.02%
240WAL-MART, INC.WMT2,073$305,6640.02%
241ROPER TECHNOLOGIES INCROP689$303,6350.02%
242CROWN CASTLE INTL CORPCCI2,197$294,0460.02%
243INTUIT COMINTU655$292,0190.02%
244ZOETIS INCZTS1,748$290,9370.02%
245DIMENSIONAL WORLD EX US CORE25434V88012,372$285,2980.02%
246WASTE MANAGEMENT INC (NEW)94106L1091,715$279,8370.02%
247LOWE'S COS. INC.5486611071,397$279,3580.02%
248ILLINOIS TOOL WORKS INC.4523081091,143$278,2630.02%
249NIKE INC - CLASS BNKE2,268$278,1480.02%
25033 1/3 MEMBERSHIP INT CORRAL CENTER LLC0011379991$276,4550.02%
251T-MOBILE US INCTMUSZ1,881$272,4440.02%
252JPMORGAN INTERNATIONAL BOND OPPORTUNITIES46641Q8525,752$272,4150.02%
253HONEYWELL INTERNATIONAL INC4385161061,418$271,0080.02%
254HARDING LOEVNER INTERNATIONAL EQUITY INST Z41229571910,702$270,0080.02%
255VANGUARD PRIMECAP FUND ADMIRAL SHARES9219362091,927$269,7700.02%
256UNION PACIFIC CORPORATIONUNP1,339$269,4870.02%
257SPOKE HOLLOW RANCH, INC. CERT 70SPOK44,900$266,7060.02%
258FEDERATED INTL STRATEGIC VALUE DIVIDEND31417236271,993$264,2160.02%
259ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND4642883725,514$263,0180.02%
260ADOBE INCADBE677$260,8950.02%
261GOLDMAN SACHS GROUP INCGSCE795$260,0520.02%
262CALVERT INTERNATIONAL EQUITY FUND CL I13164980811,095$254,0850.02%
263ABBVIE INCABBV1,593$253,8760.02%
264EATON CORP PLCETN1,468$251,5270.02%
265ISHARES BIOTECHNOLOGY ETF4642875561,947$251,4750.02%
266IQVIA HOLDINGS INCIQV1,263$251,1980.02%
267RANI THERAPEUTICS HOLDINGS-ARANI48,129$248,3460.02%
268TIAA CREF SOCIAL CHOICE INTERNATIONAL EQUITY87245R47420,382$248,2580.02%
269ESTEE LAUDER COMPANIES INC CL A5184391041,005$247,6920.02%
270BECTON DICKINSON & COBDX1,000$247,5400.02%
271ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878872,240$246,2660.02%
272DIGITAL REALTY TRUST INC2538681032,493$245,0870.02%
273S&P GLOBAL INCSPGI702$242,0290.02%
274NEXTERA ENERGYNEE-PW3,119$240,4130.02%
275STRYKER CORPSYK827$236,0840.02%
276AMAZON.COM INC.AMZN2,237$231,0600.02%
277MARTIN MARIETTA MATERIALS INC573284106650$230,7890.02%
278PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V27325,972$227,5190.02%
279WALT DISNEY COMPANY2546871062,267$226,9950.02%
280AMERICAN EXPRESS CO.AXP1,375$226,8060.02%
281LINDE PLCLIN634$225,3490.02%
282ISHARES RUSSELL 1000 VALUE INDEX FUND4642875981,461$222,4520.02%
283CHEVRON CORPORATIONCVX1,350$220,2660.01%
284IBMINTR1,674$219,4450.01%
285DIMENSIONAL US MARKETWIDE VA25434V7246,502$217,6870.01%
286WP CAREY INC92936U1092,805$217,2470.01%
287SOUTHERN CO.SOMN3,059$212,8450.01%
288ISHARES SP MID CAP 400 VALUE ETF4642877052,069$212,6310.01%
289SCHWAB U.S. LARGE-CAP ETF8085242014,298$207,8940.01%
290FIDELITY CONTRA FUND31607110915,530$206,3960.01%
291CHARLES SCHWAB CORP NEWSCHW-PJ3,934$206,0630.01%
292ISHARES SELECT DIVIDEND ETF4642871681,734$203,1900.01%
293BOEING COMPANYBA-PA953$202,4460.01%
294INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,999$202,2590.01%
295INVESCO DEVELOPING MARKETS FUND CL R6IVZ5,198$202,1160.01%
296PHILIP MORRIS INTERNATIONAL INC7181721092,058$200,1410.01%
297VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS92290788618,251$196,5670.01%
298ANALOG DEVICES INCADI987$194,6560.01%
299META PLATFORMS INC.META915$193,9250.01%
300VANGUARD MUN BD FDS92290780312,350$193,2830.01%
301PRINCIPAL DIVERSIFIED REAL ASSET INST74254V16617,441$193,2440.01%
302AMERICAN EUROPACIFIC GROWTH FUND F229875E1003,592$192,9730.01%
303COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U1064,437$191,9750.01%
304DIMENSIONAL US EQUITY ETF25434V4014,184$185,8950.01%
305MORGAN STANLEYMS-PQ2,084$182,9750.01%
306KIMBERLY CLARK CORPKMB1,357$182,1370.01%
307DIAMONDBACK ENERGY INCFANG1,345$181,8040.01%
308FIDELITY GROWTH COMPANY FUND3162001046,780$178,0500.01%
309WEC ENERGY GROUP INCWEC1,817$172,2330.01%
310ROSS STORES INCROST1,591$168,8530.01%
311FIDELITY LOW PRICED STOCK FUND3163453053,572$166,8650.01%
312GLACIER BANCORP INCGBCI3,950$165,9400.01%
313VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES92290787811,846$160,9930.01%
314MASTERCARD INCMA441$160,2640.01%
315PGIM GLOBAL REAL ESTATE CL Z7443365048,778$158,7960.01%
316FIDELITY ADVISOR REAL ESTATE INCOME FUND Z31638931113,904$157,5300.01%
317ATMOS ENERGY CORPORATIONATO1,390$156,1800.01%
318XCEL ENERGY, INC.XELLL2,266$152,8190.01%
319CULLEN FROST BANKERS INCCFR-PB1,397$147,1600.01%
320INVITATION HOMES INCINVH4,679$146,1250.01%
321INTEL CORPORATIONINTC4,424$144,5320.01%
322ALBEMARLE CORPORATIONALB-PA637$140,8020.01%
323VICTORY MARKET NEUTRAL INCOME FUND I92647P65416,474$140,1950.01%
324WELLTOWER INCWELL1,952$139,9390.01%
325AMERICAN WATER WORKS CO030420103939$137,5540.01%
326REALTY INCOME CORPORATIONO2,164$137,0240.01%
327TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803902$136,2110.01%
328ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,082$134,2380.01%
329FIRST TEXAS BANCORP, INC.336995105510$133,3290.01%
330AMERICAN CAPITAL WORLD GROWTH AND INCOME F31405431172,398$130,8290.01%
331EQUITY RESIDENTIALEQR2,121$127,2600.01%
332AMERICAN CENTURY DISCIPLINED CORE VALUE I02507M5014,168$125,9970.01%
333AVALONBAY COMMUNITIES INCAWX744$125,0370.01%
334CALVERT EMERGING MARKETS EQUITY FD I1316497747,433$122,0470.01%
3353M COMMM1,127$118,4590.01%
336CALAMOS MARKET NEUTRAL INCOME FUND I1281198808,260$117,0480.01%
337RAYTHEON TECHNOLOGIES CORPRTX1,194$116,9280.01%
338HEALTHPEAK OP, LLCDOC5,305$116,5510.01%
339SPDR S&P MIDCAP 400 ETF TRUSTMDY253$115,9780.01%
340SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)8288061091,024$114,6570.01%
341VANGUARD TOTAL STOCK MARKET ETF922908769561$114,5000.01%
342NORFOLK SOUTHERN CORP.655844108534$113,2080.01%
343T ROWE PRICE EQUITY INCOME FUND7795471083,482$112,5460.01%
344VICTORY TAX EXEMPT LONG TERM FUND RETAIL9032891069,041$108,5830.01%
345JANUS HENDERSON GROWTH INCOME FD CL T4710232001,608$106,0260.01%
346DIMENSIONAL US TARGET VALUE25434V6092,352$104,6640.01%
347BANK OF AMERICA CORP0605051043,579$102,3590.01%
348GENERAL DYNAMICS CORPGD435$99,2710.01%
349SBA COMMUNICATIONS CORPORATIONSBAC378$98,6840.01%
350PPL CORP COMPPLC3,547$98,5710.01%
351VICTORY GROWTH & TAX STRATEGY FD RETAIL9032874074,210$97,1250.01%
352BNY MELLON GLOBAL REAL RETURN FUND INSTL05587N8286,700$97,0840.01%
353ABBOTT LABORATORIESABLZF945$95,6910.01%
354VANGUARD TOTAL BOND MARKET ETF9219378351,290$95,2410.01%
355CLEVELAND-CLIFFS INCCLF5,000$91,6500.01%
356AIR PRODUCTS & CHEMICAL INCAIIR319$91,6200.01%
357ISHARES RUSSELL MID-CAP ETF4642874991,308$91,4550.01%
358HOST HOTELS AND RESORTS INCHST5,546$91,4540.01%
359PHILLIPS 66PSX901$91,3430.01%
360ISHARES RUSSELL 2000 ETF464287655495$88,3080.01%
361INVESCO OPPENHEIMER INTERNATIONAL GROWTHIVZ2,412$88,2630.01%
362FLEXSHARES MORNINGSTAR GLOBAL UPSTREAMFLEX2,081$88,0050.01%
363GABELLI UTILITY TRUST36240A10112,159$86,9370.01%
364SEMPRA COMSREA575$86,9170.01%
365TEXAS INSTRUMENTS882508104465$86,4950.01%
366ST LOUIS BANCSHARES, INC. COMMON STOCK78447799514,400$86,4000.01%
367STARBUCKS CORPSBUX816$84,9700.01%
368PRINCIPAL FINANCIAL GROUPPFG1,136$84,4280.01%
369QUALCOMM INCQCOM653$83,3100.01%
370ONEOK INC NEWOKE1,311$83,3010.01%
371ALEXANDRIA REAL ESTATE EQUITIES INC015271109662$83,1410.01%
372CUMMINS INCCMI348$83,1300.01%
373VANGUARD LARGE-CAP ETF922908637440$82,1960.01%
374FIRST TRUST NASDAQ CLEAN ENE-ETF33733E5001,541$80,4860.01%
375SOUTHWEST AIRLINES CO.8447411082,441$79,4300.01%
376ISHARES GOLD TRUSTIAU2,116$79,0750.01%
377GENUINE PARTS CO.GPC472$78,9700.01%
378EMERSON ELECTRIC COMPANYEMR902$78,6000.01%
379DFA EMERGING MKTS PRTFOLIO2332037852,959$78,4350.01%
380AMEREN CORPAEE900$77,7510.01%
381THE HERSHEY COMPANYHSY305$77,5950.01%
382PPG INDUSTRIES INC693506107570$76,1410.01%
383VENTAS INCVTR1,755$76,0790.01%
384INVESCO QQQ TRUST SERIES 1IVZ236$75,7390.01%
385FEDEX CORPORATIONFDX331$75,6300.01%
386ILLUMINA INCILMN325$75,5790.01%
387VANGUARD VALUE ETF922908744541$74,7180.01%
388COCA COLA CO.KO1,196$74,1880.01%
389PIONEER NATURAL RESOURCES COMPANY723787107361$73,7310.01%
390INVESCO DEVELOPING MARKETS FD YIVZ1,824$70,9790.00%
391PAYPAL HOLDINGS INCPYPL931$70,7000.00%
392TRACTOR SUPPLY COMPANYTSCO300$70,5120.00%
393ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,995$70,4240.00%
394CISCO SYSTEMS INCCSCO1,346$70,3620.00%
395SYSCO CORPORATIONSYY909$70,2020.00%
396PEPSICO INC.PEP380$69,2740.00%
397DFA L/C INTERNATIONAL PORTF2332038682,756$68,6880.00%
398UNITED PARCEL SERVICEUPS350$67,8970.00%
399TESLA INCTSLA327$67,8390.00%
400DUPONT DE NEMOURS INCDD937$67,2480.00%
401ISHARES SP 500 GROWTH ETF4642873091,046$66,8290.00%
402AMGEN, INCAMGN265$64,0640.00%
403ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,311$63,9640.00%
404TARGET CORPTGT384$63,6020.00%
405AMERIPRISE FINANCIAL INC.03076C106205$62,8330.00%
406ASTRAZENECA PLC-SPONS ADRAZN903$62,6770.00%
407UNILEVER PLC-SPONS ADRUNLYF1,206$62,6280.00%
408WASTE CONNECTIONS INCWCN450$62,5820.00%
409DODGE COX INCOME FUND2562101054,997$62,2660.00%
410ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V4491,923$62,1490.00%
411INVESCO WILDERHILL CLEAN ENE ETFIVZ1,526$61,6660.00%
412CIGNA GROUP125523100241$61,5830.00%
413PUTNAM MANAGED MUNI INCM TRS7468231039,900$60,6870.00%
414X-TRACKERS MSCI EAFE HEDGED EQUITY ETF2330512001,721$60,5790.00%
415DUKE ENERGY CORPDUKB627$60,4870.00%
416MCKESSON CORPORATIONMCK169$60,1720.00%
417BRISTOL MYERS SQUIBBCELG-RI868$60,1610.00%
418SPDR S&P DIVIDEND ETF78464A763485$59,9990.00%
419VANGUARD SHORT-TERM TREASURY92206C1021,014$59,3600.00%
420PUBLIC SERVICE ENTERPRISE GROUP INC.744573106944$58,9530.00%
421FORTUNE BRANDS INNOVATIONS INCFBIN1,000$58,7300.00%
422FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F31420B3006,906$58,4950.00%
423HOME DEPOT INCHD196$57,8440.00%
424ALTRIA GROUP INC.MO1,294$57,7380.00%
425CME GROUP INCCME301$57,6480.00%
426CROMWELL CENTERSQ RL EST-INV89156Y4075,676$57,3280.00%
427ENTERGY CORPORATION NEWENO530$57,1020.00%
428AMERICAN INTERNATIONAL GROWTH & INCOME F345956T7741,664$56,7310.00%
429VF CORPORATIONVFC2,465$56,4730.00%
430CONOCOPHILLIPSCOP568$56,3510.00%
431BANK OF NEW YORK MELLON CORP0640581001,240$56,3460.00%
432AMERICAN ELECTRIC POWER COMPANY025537101616$56,0500.00%
433CORNING INCORPORATEDGLW1,578$55,6720.00%
434SUN LIFE FINANCIAL INCSUNFF1,190$55,5730.00%
435MEDTRONIC PLCMDT684$55,1440.00%
436VANGUARD FTSE EMERGING MARKET ETF9220428581,353$54,6610.00%
437VANGUARD MID-CAP ETF922908629259$54,6280.00%
438SCHWAB US MID-CAP ETF808524508800$54,2800.00%
439QUANTA SERVICES, INC.74762E102322$53,6580.00%
440ROCKWELL AUTOMATION INCROK182$53,4080.00%
441WISDOMTREE US EFFICIENT COREWT1,519$53,2560.00%
442BURKE & HERBERT FINANCIAL SE12135Y108720$52,9200.00%
443AMERICAN FDS DEVELOPING WORLD G & I F302630F7795,376$52,5270.00%
444KKR & CO INCKKRT1,000$52,5200.00%
445CVS HEALTH CORPORATIONCVS703$52,2400.00%
446SPDR GOLD TRUSTGLD284$52,0340.00%
447BLACKSTONE INCBX588$51,6500.00%
448MARRIOTT INTERNATIONAL INC571903202311$51,6380.00%
449VANGUARD S/T INFLATION-PROTECTED SEC INDEX FD9220208051,079$51,5980.00%
450BCE INCBCPPF1,120$50,1650.00%
451APA CORPORATIONAPA1,385$49,9430.00%
452GENERAL MILLS INC370334104583$49,8230.00%
453SPDR BBG BARCLAYS SHORT TERM CORP BD ETF78464A4741,635$48,4450.00%
454VERIZON COMMUNICATIONSVZ1,244$48,3790.00%
455DOW INCDOW873$47,8580.00%
456NUVEEN ESG MID CAP GROWTH ETFNU1,248$47,7110.00%
457NESTLE SA-SPONS ADR641069406387$47,2170.00%
458VANGUARD EXTENDED MARKET ETF922908652334$46,8270.00%
459VODAFONE GROUP PLC92857W3084,241$46,8210.00%
460SCHWAB US SMALL-CAP ETF8085246071,106$46,3750.00%
461READY CAPITAL CORPORATIONRC-PE4,549$46,2630.00%
462MFS EMERGING MARKETS DEBT FUND I55273E6403,977$45,7700.00%
463PNC FINANCIAL SERVICES GROUP, INC.693475105360$45,7560.00%
464SHELL PLC SPONS ADRRYDAF794$45,6870.00%
465WARNER BROS DISCOVERY INCWBD3,017$45,5570.00%
466AMERICAN CENTURY INTL GROWTH FD CL I0250862083,817$45,2320.00%
467EIDP INC $3.5 PFD SERIES ACTA-PA700$45,1500.00%
468SPDR S&P 500 ETF TRUSTSPY110$45,0330.00%
469ISHARES ESG AWARE MSCI EM ETF46434G8631,403$44,1660.00%
470IDACORP INCIDA400$43,3320.00%
471INVESCO WATER RESOURCES ETFIVZ800$42,6800.00%
472VANGUARD SELECTED VALUE FUND INV9219461091,626$42,4430.00%
473ESSENTIAL UTILITIES, INC.29670G102969$42,2970.00%
474YUM! BRANDS INC.YUM320$42,2660.00%
475VANGUARD EXPLORER FUND ADMIRAL SHARES921926200454$42,2180.00%
476VANGUARD GROWTH ETF922908736167$41,6560.00%
477VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409545$41,5450.00%
478DOMINION ENERGY INCD737$41,2060.00%
479ISHARES TRUST RUSSELL 3000 ETF464287689175$41,1970.00%
480US BANCORP DEL COM NEWUSB-PS1,142$41,1690.00%
481VICTORY AGGRESSIVE GROWTH FD RETAIL903288405991$41,0860.00%
482L3 HARRIS TECHNOLOGIES INCLHX208$40,8180.00%
483VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870506$40,5910.00%
484VANGUARD MORTGAGE-BACKED SEC ETF92206C771861$40,0800.00%
485HASBRO, INC.HAS739$39,6770.00%
486ELEVANCE HEALTH, INCELV85$39,0840.00%
487HEALTHCARE REALTY TRUST INC42226K1052,000$38,6600.00%
488PACCAR INCPCAR525$38,4300.00%
489ENBRIDGE INCENNPF1,006$38,3790.00%
490AMERICAN EUROPACIFIC GROWTH FD F3298706110700$37,7730.00%
491THE TRAVELERS COMPANIES, INCTRV214$36,6820.00%
492VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407721$35,2710.00%
493ARTISAN INTERNATIONAL VALUE FUND04314H881804$34,0710.00%
494CARRIER GLOBAL CORPORATIONCARR732$33,4890.00%
495FLEXSHARES STOXX GLOBAL BROAD INFRASTRUCTUREFLEX636$33,0400.00%
496KINDER MORGAN INCEP-PC1,885$33,0060.00%
497T ROWE PRICE INTERNATIONAL DISCOVERY INSTL77956H377544$32,8550.00%
498CRANE NXT, COCXT285$32,3480.00%
499WESTERN ALLIANCE BANCORPWAL-PA904$32,1280.00%
500ISHARES ESG AWARE MSCI EAFE ETF46435G516446$32,0410.00%