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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 Q4 2023 · Filed November 7, 2023 · Accession 0001306333-23-000008

Total Value
$1.46B
Positions
989
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MFS INTERNATIONAL INTRINSIC VALUE R65527463491,945,186$74.5M5.11%
2BROADWAY BANCSHARES INC TEX COM111434106222,030$67.6M4.63%
3BROADWAY BANCSHARES INC TEX COM11143412A200,150$60.9M4.18%
4ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H4852,825,618$44.1M3.03%
5DODGE COX INTERNATIONAL STOCK FUND256206103921,651$43.4M2.98%
6GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X4192,211,262$32.3M2.21%
7AMERICAN NEW WORLD FUND F3649280773446,078$31.6M2.17%
8JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K6872,892,007$26.7M1.83%
9HARTFORD INTERNATIONAL VALUE FUND CL Y41664M6491,386,669$23.8M1.63%
10HARDING LOEVNER INTERNATIONAL EQUITY PORT412295107833,667$20.0M1.37%
11MICROSOFT CORPORATIONMSFT62,926$19.9M1.36%
12BROADCOM INCAVGO23,403$19.4M1.33%
13LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ1,356,071$19.0M1.31%
14APPLE INC.AAPL109,702$18.8M1.29%
15JPMORGAN HEDGED EQUITY FUND ICAT681,047$18.3M1.25%
16JPMORGAN CHASE & COVYLD114,397$16.6M1.14%
17COMCAST CORP. CLASS ACCZ360,512$16.0M1.10%
18BLACKROCK EVENT DRIVEN EQUITY FUNDBLK1,547,565$15.2M1.04%
19MERCK & CO INCMRK145,452$15.0M1.03%
20MCDONALDS CORP.MCD55,787$14.7M1.01%
21JOHNSON & JOHNSONJNJ94,014$14.6M1.00%
22DIGITAL REALTY TRUST INC253868103108,881$13.2M0.90%
23VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES9229078451,290,973$12.8M0.88%
24RUSH ENTERPRISES INC-CL ARUSHB311,466$12.7M0.87%
25ALPHABET INC CL AGOOG84,092$11.0M0.75%
26CHEVRON CORPORATIONCVX64,125$10.8M0.74%
27FIRST TRUST MANAGED MUNICIPAL ETF33739N108211,977$10.4M0.71%
28PALO ALTO NETWORKS INCPANW44,002$10.3M0.71%
29COSTCO WHOLESALE CORP.22160K10518,235$10.3M0.71%
30APOLLO GLOBAL MANAGEMENT INC03769M106114,456$10.3M0.70%
31CROWN CASTLE INTL CORPCCI109,021$10.0M0.69%
32SPDR GOLD TRUSTGLD57,800$9.9M0.68%
33AMPHENOL CORP - CLASS A032095101117,112$9.8M0.67%
34BNY MELLON GLOBAL REAL RETURN FUND INSTL05587N828692,629$9.8M0.67%
35GATEWAY FUND367829884253,157$9.8M0.67%
36ADOBE INCADBE19,089$9.7M0.67%
37TJX COMPANIES INC872540109108,963$9.7M0.66%
38THERMO FISHER SCIENTIFIC INCTMO18,962$9.6M0.66%
39CALAMOS MARKET NEUTRAL INCOME FUND I128119880648,666$9.4M0.65%
40NVIDIA CORPORATIONNVDA21,450$9.3M0.64%
41AMAZON.COM INC.AMZN72,508$9.2M0.63%
42UNITEDHEALTH GROUP INC.UNH17,982$9.1M0.62%
43ROPER TECHNOLOGIES INCROP18,522$9.0M0.62%
44WAL-MART, INC.WMT55,484$8.9M0.61%
45ACCENTURE PLCACN28,385$8.7M0.60%
46INTUIT COMINTU17,029$8.7M0.60%
47INTERCONTINENTAL EXCHANGE GROUP INC45866F10477,379$8.5M0.58%
48HONEYWELL INTERNATIONAL INC43851610645,819$8.5M0.58%
49SALESFORCE INC.CRM41,020$8.3M0.57%
50VISA INCV35,772$8.2M0.56%
51MICROCHIP TECHNOLOGY INCMCHPP105,082$8.2M0.56%
52MONDELEZ INTERNATIONAL INC-A609207105118,166$8.2M0.56%
53ZOETIS INCZTS47,089$8.2M0.56%
54T ROWE PRICE OVERSEAS STOCK-I77956H435704,214$8.2M0.56%
55LOWE'S COS. INC.54866110738,781$8.1M0.55%
56UNION PACIFIC CORPORATIONUNP39,443$8.0M0.55%
57EMERSON ELECTRIC COMPANYEMR81,480$7.9M0.54%
58T-MOBILE US INCTMUSZ56,037$7.8M0.54%
59WASTE MANAGEMENT INC (NEW)94106L10950,748$7.7M0.53%
60CISCO SYSTEMS INCCSCO143,142$7.7M0.53%
61GOLDMAN SACHS GROUP INCGSCE22,703$7.3M0.50%
62S&P GLOBAL INCSPGI20,040$7.3M0.50%
63AIR PRODUCTS & CHEMICAL INCAIIR25,110$7.1M0.49%
64TEXAS INSTRUMENTS88250810444,539$7.1M0.49%
65COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U106175,414$7.0M0.48%
66EXXON MOBIL CORPORATIONXOM59,180$7.0M0.48%
67NIKE INC - CLASS BNKE72,771$7.0M0.48%
68BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTLBLK703,885$6.9M0.47%
69COCA COLA CO.KO121,749$6.8M0.47%
70IQVIA HOLDINGS INCIQV34,628$6.8M0.47%
71BLACKSTONE INCBX63,231$6.8M0.46%
72STARBUCKS CORPSBUX74,087$6.8M0.46%
73CUMMINS INCCMI29,348$6.7M0.46%
74ISHARES BIOTECHNOLOGY ETF46428755654,275$6.6M0.46%
75THE HERSHEY COMPANYHSY32,821$6.6M0.45%
76CHARLES SCHWAB CORP NEWSCHW-PJ117,211$6.4M0.44%
77PEPSICO INC.PEP37,737$6.4M0.44%
78QUALCOMM INCQCOM56,779$6.3M0.43%
79WALT DISNEY COMPANY25468710677,462$6.3M0.43%
80META PLATFORMS INC.META20,907$6.3M0.43%
81LINDE PLCLIN16,577$6.2M0.42%
82VODAFONE GROUP PLC92857W308643,246$6.1M0.42%
83GENUINE PARTS CO.GPC41,861$6.0M0.41%
84CIGNA GROUP12552310021,107$6.0M0.41%
85ASTRAZENECA PLC-SPONS ADRAZN88,409$6.0M0.41%
86PFIZER INCPFE177,062$5.9M0.40%
87BRISTOL MYERS SQUIBBCELG-RI100,453$5.8M0.40%
88HASBRO, INC.HAS86,479$5.7M0.39%
89HOME DEPOT INCHD18,803$5.7M0.39%
90THE MERGER FUND INSTL589509207329,343$5.6M0.39%
91SUN LIFE FINANCIAL INCSUNFF115,141$5.6M0.39%
92PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V273682,273$5.6M0.39%
93NXP SEMICONDUCTORS NVNXPI27,971$5.6M0.38%
94NESTLE SA-SPONS ADR64106940649,233$5.6M0.38%
95NEXTERA ENERGYNEE-PW96,761$5.5M0.38%
96VERIZON COMMUNICATIONSVZ168,906$5.5M0.38%
97AMERICAN ELECTRIC POWER COMPANY02553710172,336$5.4M0.37%
98CORNING INCORPORATEDGLW176,731$5.4M0.37%
99CME GROUP INCCME26,802$5.4M0.37%
100BANK OF NEW YORK MELLON CORP064058100123,449$5.3M0.36%
101UNILEVER PLC-SPONS ADRUNLYF106,186$5.2M0.36%
102LOCKHEED MARTIN CORPORATIONLMT12,697$5.2M0.36%
103DIAMONDBACK ENERGY INCFANG33,295$5.2M0.35%
104VICTORY MARKET NEUTRAL INCOME FUND CLASS I92647P654583,425$5.0M0.34%
105UNITED PARCEL SERVICEUPS31,910$5.0M0.34%
106PIONEER NATURAL RESOURCES COMPANY72378710720,168$4.6M0.32%
107NORTHROP GRUMMAN CORPNOC10,492$4.6M0.32%
108PNC FINANCIAL SERVICES GROUP, INC.69347510537,320$4.6M0.31%
109US BANCORP DEL COM NEWUSB-PS137,531$4.5M0.31%
110PUBLIC SERVICE ENTERPRISE GROUP INC.74457310679,043$4.5M0.31%
111BRITISH AMERICAN TOB SP ADR110448107142,603$4.5M0.31%
112BCE INCBCPPF116,670$4.5M0.31%
113SPDR S&P MIDCAP 400 ETF TRUSTMDY9,468$4.3M0.30%
114SPOKE HOLLOW RANCH INC CERT UNKNOWNSPOK621,939$4.2M0.29%
115INVESCO DEVELOPING MARKETS FUND CL R6IVZ114,154$4.2M0.28%
116ISHARES CORE SP 500 ETF4642872009,586$4.1M0.28%
117TARGET CORPTGT36,839$4.1M0.28%
118VANGUARD 500 INDEX FUND ADMIRAL SHS 54092290871010,148$4.0M0.28%
119MFS INTERNATIONAL DIVERSIFICATION FD R6552743544175,867$3.7M0.26%
120WCM FOCUSED EMERGING MARKETS FD INSTL46141P834293,310$3.6M0.25%
121ALBEMARLE CORPORATIONALB-PA20,547$3.5M0.24%
122AMERICAN WATER WORKS CO03042010326,760$3.3M0.23%
123AMERICAN EUROPACIFIC GROWTH FD F329870611059,917$3.1M0.21%
124ENBRIDGE INCENNPF90,296$3.0M0.21%
125T ROWE PRICE INTERNATIONAL DISCOVERY INSTL77956H37747,163$2.7M0.19%
126VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS922907886250,960$2.6M0.18%
127ISHARES GOLD TRUSTIAU71,719$2.5M0.17%
128VANGUARD FTSE DEVELOPED MARKETS ETF92194385852,702$2.3M0.16%
129T ROWE PRICE GROWTH STOCK FUND74147910928,611$2.3M0.16%
130VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL92290872820,287$2.1M0.14%
131VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES922907878155,168$2.0M0.14%
132MALITZ CONTRUCTION INC CLASS B NONVOTING553535997165,000$2.0M0.13%
133BERKSHIRE HATHAWAY INC-CL BBRK-A5,344$1.9M0.13%
134VICTORY 500 INDEX FUND MEMBER90328888434,003$1.9M0.13%
135BROADWAY BANCSHARES INC TEX COM11143413A6,102$1.9M0.13%
136MFS INTERNATIONAL INTRINSIC VALUE R655274634947,979$1.8M0.13%
137FIDELITY ADVISOR REAL ESTATE INCOME FUND Z316389311165,037$1.8M0.12%
138VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD92194679429,245$1.8M0.12%
139VANGUARD EQUITY INCOME FUND ADMIRAL SHARES92192130021,031$1.7M0.12%
140ISHARES MSCI EAFE ETF46428746524,998$1.7M0.12%
141T ROWE PRICE MIDCAP VALUE FUND77957Y10654,673$1.6M0.11%
142VANGUARD GROWTH ETF9229087365,665$1.5M0.11%
143ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844858,484$1.5M0.10%
144HARTFORD INTERNATIONAL VALUE FUND CL Y41664M64981,436$1.4M0.10%
145ELI LILLY & COLLY2,486$1.3M0.09%
146VANGUARD FTSE EMERGING MARKET ETF92204285833,136$1.3M0.09%
147VANGUARD DIVIDEND APPRECIATION ETF9219088448,184$1.3M0.09%
148ALPHABET INC CL CGOOG9,248$1.2M0.08%
149VANGUARD TOTAL BOND MKT INDEX #584-ADM SH921937603132,289$1.2M0.08%
150DEERE & COMPANYDE3,218$1.2M0.08%
151DODGE COX STOCK FUND2562191065,105$1.2M0.08%
152SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1093,403$1.1M0.08%
153ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H48570,529$1.1M0.08%
154PROCTER & GAMBLE CO.7427181097,412$1.1M0.07%
155SPDR S&P 500 ETF TRUSTSPY2,242$958,4100.07%
156SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84823,962$926,1310.06%
157VALERO ENERGY NEWVLO6,455$914,7380.06%
158FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND33738D10132,241$851,8070.06%
159VANGUARD GNMA FUND ADMIRAL SHARES92203179496,167$847,2310.06%
160ISHARES CORE SP MID CAP ETF4642875073,325$829,0890.06%
161TELEDYNE TECHNOLOGIES INCTDY2,027$828,1920.06%
162JOHN HANCOCK DIVERSIFIED MACRO FD I47803N51381,054$797,5680.05%
163VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES92290784578,696$781,4550.05%
164SPOKE HOLLOW RANCH, INC. CERT 72SPOK116,391$780,9840.05%
165AMERICAN NEW WORLD FUND F364928077310,966$777,0820.05%
166ORACLE CORPORATIONORCL-PD7,298$773,0040.05%
167SABINE ROYALTY TRUST78568810211,600$764,4400.05%
168GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X41951,751$755,0480.05%
169CALVERT EMERGING MARKETS EQUITY FD I13164977449,064$753,1380.05%
170AUTOMATIC DATA PROCESSINGADP2,999$721,4990.05%
171SPDR S&P BIOTECH ETF78464A8709,851$719,3200.05%
172VANGUARD BOND INDEX SHORT-TERM BOND ETF9219378279,341$702,1630.05%
173VANGUARD INTERMEDIATE-TERM BOND ETF9219378199,400$679,7140.05%
174MFS EMERGING MARKETS DEBT FUND I55273E64060,795$675,4350.05%
175JPMORGAN HEDGED EQUITY FUND ICAT23,842$639,4450.04%
176AMERICAN NEW PERSPECTIVE FUND F364801877811,956$634,1290.04%
177BLACKROCK INCBLK948$612,8730.04%
178VANGUARD S/T BOND INDEX FD ADMIRAL SHARES92193770262,008$610,1540.04%
179PIMCO COMMODITIES PLUS STRATEGY INST72201P17582,241$588,8440.04%
180LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ41,781$586,6120.04%
181HARDING LOEVNER INTERNATIONAL EQUITY PORT41229510723,837$572,7980.04%
182FIRST TRUST MANAGED MUNICIPAL ETF33739N10811,691$571,4560.04%
183ISHARES CORE SP SMALL CAP ETF4642878046,057$571,3570.04%
184FIDELITY ADVISOR GROWTH OPP FUND3158078834,523$558,9060.04%
185FIDELITY CONTRA FUND31607110936,966$550,8000.04%
186KLA CORPORATIONKLAC1,120$513,6990.04%
187GATEWAY FUND36782988413,267$513,1670.04%
188ISHARES RUSSELL 1000 GROWTH ETF4642876141,899$505,1150.03%
189CINTAS CORPORATIONCTAS1,037$498,8070.03%
190PEAR TREE POLARIS FOREIGN VALUE FD INSTL70472Q80723,595$496,6790.03%
191NEXTIER, INC.6290829913,600$492,9480.03%
192DODGE COX INTERNATIONAL STOCK FUND25620610310,344$487,2050.03%
193SCHWAB INTERNATIONAL SMALL EQUITY CAP80852488814,286$460,7240.03%
194BROADCOM INCAVGO553$459,3110.03%
195TEXAS PACIFIC LAND CORPTPL250$455,8900.03%
196JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K68745,720$421,5410.03%
197VANGUARD EQUITY INCOME FUND ADMIRAL SHARES9219213005,087$417,0170.03%
198MICROSOFT CORPORATIONMSFT1,316$415,5270.03%
199JPMORGAN CHASE & COVYLD2,845$412,5820.03%
200INVESCO DB COMMODITY INDEX TRACKING FUNDIVZ16,386$408,9950.03%
201COMCAST CORP. CLASS ACCZ9,172$406,6860.03%
202BLACKROCK EVENT DRIVEN EQUITY FUNDBLK40,014$393,3410.03%
203APOLLO GLOBAL MANAGEMENT INC03769M1064,262$382,5570.03%
204PAYCHEX INC COMPAYX3,281$378,3980.03%
205EXXON MOBIL CORPORATIONXOM3,211$377,5490.03%
206MERCK & CO INCMRK3,614$372,0610.03%
207VANGUARD REAL ESTATE ETF9229085534,909$371,4150.03%
208DIGITAL REALTY TRUST INC2538681033,065$370,9260.03%
209JOHNSON & JOHNSONJNJ2,364$368,1930.03%
210UNITEDHEALTH GROUP INC.UNH721$363,5210.02%
211INVESCO SENIOR FLOATING RATE FD RT-AIVZ54,070$362,8070.02%
212COLGATE-PALMOLIVE COMPANYCL5,098$362,5190.02%
213ALPHABET INC CL AGOOG2,763$361,5660.02%
214TJX COMPANIES INC8725401094,055$360,4080.02%
215AMPHENOL CORP - CLASS A0320951014,254$357,2930.02%
216COSTCO WHOLESALE CORP.22160K105629$355,3600.02%
217VANGUARD HIGH YIELD CORPORATE FUND ADMVGES69,127$354,6230.02%
218MCDONALDS CORP.MCD1,345$354,3270.02%
219EQUINIX INCEQIX484$351,5100.02%
220APPLE INC.AAPL2,053$351,4940.02%
221PALO ALTO NETWORKS INCPANW1,494$350,2530.02%
222NOVO-NORDISK A/S - SPONS ADRNONOF3,834$348,6640.02%
223NVIDIA CORPORATIONNVDA787$342,3370.02%
224ACCENTURE PLCACN1,107$339,9710.02%
225INTERCONTINENTAL EXCHANGE GROUP INC45866F1043,077$338,5320.02%
226ADOBE INCADBE663$338,0640.02%
227ROPER TECHNOLOGIES INCROP695$336,5750.02%
228WAL-MART, INC.WMT2,091$334,4140.02%
229VISA INCV1,434$329,8340.02%
230ZOETIS INCZTS1,870$325,3430.02%
231MONDELEZ INTERNATIONAL INC-A6092071054,660$323,4040.02%
232ICON PLC COMICLR1,291$317,9090.02%
233INTUIT COMINTU621$317,2940.02%
234SALESFORCE INC.CRM1,558$315,9310.02%
235MICROCHIP TECHNOLOGY INCMCHPP4,041$315,4000.02%
236PUBLIC STORAGEPSA-PS1,180$310,9540.02%
237DANAHER CORP DEL COM2358511021,252$310,6210.02%
238UNION PACIFIC CORPORATIONUNP1,523$310,1280.02%
239GOLDMAN SACHS GROUP INCGSCE956$309,3330.02%
240ISHARES CORE MSCI EAFE ETF46432F8424,751$305,7270.02%
241AMAZON.COM INC.AMZN2,404$305,5960.02%
242THERMO FISHER SCIENTIFIC INCTMO602$304,7140.02%
243PROLOGIS INCPLDGP2,715$304,6500.02%
244T-MOBILE US INCTMUSZ2,161$302,6480.02%
245LOWE'S COS. INC.5486611071,456$302,6150.02%
246SPOKE HOLLOW RANCH, INC. CERT 70SPOK44,900$301,2790.02%
247AMERICAN TOWER CORP03027X1001,808$297,3260.02%
248VANGUARD PRIMECAP FUND ADMIRAL SHARES9219362091,927$293,9380.02%
249ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND4642883726,784$293,6790.02%
250CROWN CASTLE INTL CORPCCI3,167$291,4590.02%
251REVVITY INCRVTY2,630$291,1410.02%
252T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD77990620513,246$291,0190.02%
253JPMORGAN INTERNATIONAL BOND OPPORTUNITIES46641Q8526,363$289,4530.02%
254HONEYWELL INTERNATIONAL INC4385161061,560$288,1940.02%
255THE HERSHEY COMPANYHSY1,433$286,7150.02%
256FIDELITY LOW PRICED STOCK FUND3163453056,759$279,6350.02%
257DIMENSIONAL WORLD EX US CORE25434V88012,372$278,6170.02%
258CHARLES SCHWAB CORP NEWSCHW-PJ5,072$278,4530.02%
25933 1/3 MEMBERSHIP INT CORRAL CENTER LLC0011379991$276,4550.02%
260WASTE MANAGEMENT INC (NEW)94106L1091,809$275,7640.02%
261ASML HOLDINGS NV NY REG SHS 2012ASMLF466$274,3160.02%
262IQVIA HOLDINGS INCIQV1,376$270,7280.02%
263ISHARES BIOTECHNOLOGY ETF4642875562,210$270,2610.02%
264MARTIN MARIETTA MATERIALS INC573284106650$266,8120.02%
265S&P GLOBAL INCSPGI727$265,6530.02%
266ILLINOIS TOOL WORKS INC.4523081091,144$263,4750.02%
267NIKE INC - CLASS BNKE2,720$260,0860.02%
268BECTON DICKINSON & COBDX1,000$258,5300.02%
269WALT DISNEY COMPANY2546871063,188$258,3870.02%
270CLOROX COMPANYCLX1,949$255,4360.02%
271ABBVIE INCABBV1,693$252,3590.02%
272FEDERATED INTL STRATEGIC VALUE DIVIDEND31417236271,993$251,2570.02%
273HARDING LOEVNER INTERNATIONAL EQUITY INST Z41229571910,347$248,6290.02%
274LINDE PLCLIN657$244,6340.02%
275T ROWE PRICE OVERSEAS STOCK-I77956H43520,925$243,1500.02%
276EATON CORP PLCETN1,118$238,4470.02%
277CHEVRON CORPORATIONCVX1,404$236,7420.02%
278LVMH MOET HENNESSY LOUIS VUITTON SA ADR5024413061,551$235,2830.02%
279IBMINTR1,675$235,0030.02%
280TIAA CREF SOCIAL CHOICE INTERNATIONAL EQUITY87245R47419,477$233,3360.02%
281CALVERT INTERNATIONAL EQUITY FUND CL I13164980810,758$229,6800.02%
282STRYKER CORPSYK829$226,5410.02%
283PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V27326,885$221,2630.02%
284DIMENSIONAL US MARKETWIDE VA25434V7246,502$221,1980.02%
285NXP SEMICONDUCTORS NVNXPI1,102$220,3120.02%
286SAFRAN SA UNSPON ADR7865841025,564$218,9060.02%
287SCHWAB U.S. LARGE-CAP ETF8085242014,298$217,4790.01%
288COMPASS GROUP PLC-SPON ADRCOMP8,885$216,8930.01%
289DIAMONDBACK ENERGY INCFANG1,380$213,7340.01%
290ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,942$212,9990.01%
291ISHARES SP MID CAP 400 VALUE ETF4642877052,105$212,4580.01%
292ISHARES RUSSELL 1000 VALUE INDEX FUND4642875981,392$211,3330.01%
293NOVARTIS AG-ADRNVSEF2,059$209,7300.01%
294NEXTERA ENERGYNEE-PW3,660$209,6810.01%
295TAIWAN SEMICONDUCTOR MFG LTD-ADR8740391002,404$208,9080.01%
296SHELL PLC SPONS ADRRYDAF3,242$208,7200.01%
297ISHARES NATIONAL MUNI BOND ETF4642884142,015$206,6180.01%
298NORTHERN INTERNATIONAL EQUITY INDEX FDNTRSO16,018$206,4760.01%
299INVESCO QQQ TRUST SERIES 1IVZ574$205,6470.01%
300LUMINAR TECHOLOGIES INCLAZRQ45,171$205,5280.01%
301AMERICAN EXPRESS CO.AXP1,376$205,2850.01%
302FIDELITY GROWTH COMPANY FUND3162001047,067$205,0960.01%
303COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U1065,066$202,9060.01%
304INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,999$202,6590.01%
305NORTHROP GRUMMAN CORPNOC459$202,0470.01%
306BOEING COMPANYBA-PA1,046$200,4970.01%
307SOUTHERN CO.SOMN3,064$198,3020.01%
308AMGEN, INCAMGN735$197,5390.01%
309DIMENSIONAL US EQUITY ETF25434V4014,184$194,7650.01%
310ATLAS COPCO AB-SPONS ADR A04925570613,977$189,4400.01%
311SKF AB SPONSORED ADR78437540411,295$189,3730.01%
312META PLATFORMS INC.META629$188,8320.01%
313ISHARES SELECT DIVIDEND ETF4642871681,734$186,6480.01%
314MORGAN STANLEYMS-PQ2,259$184,4930.01%
315ERSTE GROUP BANK AG29603630410,501$182,4450.01%
316PRINCIPAL DIVERSIFIED REAL ASSET INST74254V16617,328$180,3790.01%
317ROSS STORES INCROST1,591$179,7030.01%
318MASTERCARD INCMA448$177,3680.01%
319KIMBERLY CLARK CORPKMB1,463$176,8040.01%
320ANALOG DEVICES INCADI998$174,7400.01%
321MASON BANCSHARES, INC.553666998418$169,2900.01%
322AMBEV SA ADRABEV62,166$160,3880.01%
323WELLTOWER INCWELL1,953$159,9900.01%
324ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,180$155,5120.01%
325WP CAREY INC92936U1092,805$151,6940.01%
326ROCHE HOLDINGS LTD-SPONS ADR7711951044,426$151,4670.01%
327INVITATION HOMES INCINVH4,679$148,2780.01%
328TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803902$147,8650.01%
329ATMOS ENERGY CORPORATIONATO1,390$147,2430.01%
330XCEL ENERGY, INC.XELLL2,517$144,0230.01%
331VICTORY MARKET NEUTRAL INCOME FUND CLASS I92647P65416,474$141,1840.01%
332KONE OYJ UNSPONSORED ADR50048H1016,595$139,3700.01%
3333M COMMM1,484$138,9320.01%
334INTEL CORPORATIONINTC3,846$136,7250.01%
335SPDR S&P DIVIDEND ETF78464A7631,173$134,9070.01%
336FIRST TEXAS BANCORP, INC.336995105510$133,3290.01%
337AMERICAN WATER WORKS CO0304201031,072$132,7460.01%
338AT&T INC.T-PC8,811$132,3410.01%
339FIDELITY ADVISOR REAL ESTATE INCOME FUND Z31638931112,039$132,0700.01%
340VANGUARD SHORT-TERM TREASURY92206C1022,272$130,8670.01%
341WESTPAC BANKING CORPORATIONWBKCY9,529$129,5940.01%
342MARRIOTT INTERNATIONAL INC571903202656$128,9430.01%
343AVALONBAY COMMUNITIES INCAWX745$127,9460.01%
344CULLEN FROST BANKERS INCCFR-PB1,397$127,4200.01%
345AMERICAN CENTURY DISCIPLINED CORE VALUE I02507M5014,116$124,5970.01%
346EQUITY RESIDENTIALEQR2,121$124,5240.01%
347AMERICAN CAPITAL WORLD GROWTH AND INCOME F31405431172,236$122,8600.01%
348APPLIED MATERIALS INC038222105846$117,1290.01%
349RTX CORPORATIONRTX1,626$117,0230.01%
350DOMINION ENERGY INCD2,599$116,0970.01%
351CALAMOS MARKET NEUTRAL INCOME FUND I1281198807,970$115,9560.01%
352VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS92290788610,971$115,5220.01%
353BANK OF NOVA SCOTIA0641491072,491$113,5650.01%
354GLACIER BANCORP INCGBCI3,950$112,5750.01%
355SPDR S&P MIDCAP 400 ETF TRUSTMDY246$112,3330.01%
356WEC ENERGY GROUP INCWEC1,386$111,6420.01%
357T ROWE PRICE EQUITY INCOME FUND7795471083,482$111,2230.01%
358SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)8288061091,027$110,9470.01%
359ALBEMARLE CORPORATIONALB-PA647$110,0160.01%
360REALTY INCOME CORPORATIONO2,164$108,0700.01%
361DIMENSIONAL US TARGET VALUE25434V6092,352$107,4630.01%
362NORFOLK SOUTHERN CORP.655844108535$105,3580.01%
363RANI THERAPEUTICS HOLDINGS-ARANI48,129$104,6810.01%
364CATERPILLAR INC.CAT382$104,2860.01%
365ABBOTT LABORATORIESABLZF1,072$103,8230.01%
366AMERIPRISE FINANCIAL INC.03076C106313$103,1900.01%
367VICTORY TAX EXEMPT LONG TERM FUND RETAIL9032891069,041$101,2600.01%
368PHILLIPS 66PSX834$100,2050.01%
369HEALTHPEAK OP, LLCDOC5,308$97,4550.01%
370GENERAL DYNAMICS CORPGD441$97,4480.01%
371VICTORY GROWTH & TAX STRATEGY FD RETAIL9032874074,210$95,8620.01%
372PGIM GLOBAL REAL ESTATE CL Z7443365045,618$95,7860.01%
373INVESCO DEVELOPING MARKETS FUND CL R6IVZ2,621$95,3870.01%
374FIRST TRUST NASDAQ CLEAN ENE-ETF33733E5002,194$93,5300.01%
375VANGUARD ULTRA SHORT TERM TAX EXEMPT ADM9229078035,940$92,1310.01%
376BNY MELLON GLOBAL REAL RETURN FUND INSTL05587N8286,489$91,9460.01%
377VANGUARD SELECTED VALUE FUND INV9219461093,361$91,1500.01%
378ISHARES RUSSELL MID-CAP ETF4642874991,308$90,5790.01%
379ISHARES RUSSELL 2000 ETF464287655511$90,3140.01%
380ENERGY TRANSFER EQUITY LPET-PI6,425$90,1430.01%
381FEDEX CORPORATIONFDX340$90,0730.01%
382TESLA INCTSLA357$89,3290.01%
383HOST HOTELS AND RESORTS INCHST5,546$89,1240.01%
384AMERICAN CAPITAL INCOME BUILDER-A1401931031,430$87,9770.01%
385BANK OF AMERICA CORP0605051043,207$87,8080.01%
386PIMCO INTL BND USD HGD -A6933912459,330$87,6060.01%
387EMERSON ELECTRIC COMPANYEMR902$87,1060.01%
388ST LOUIS BANCSHARES, INC. COMMON STOCK78447799514,400$86,4000.01%
389VANGUARD LARGE-CAP ETF922908637440$86,1040.01%
390FLEXSHARES MORNINGSTAR GLOBAL UPSTREAMFLEX2,081$84,1560.01%
391PPL CORP COMPPLC3,549$83,6140.01%
392PHILIP MORRIS INTERNATIONAL INC718172109891$82,4890.01%
393ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,716$81,6640.01%
394ALTRIA GROUP INC.MO1,935$81,3670.01%
395AIR PRODUCTS & CHEMICAL INCAIIR284$80,4860.01%
396VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES9229078786,088$79,1380.01%
397CLEVELAND-CLIFFS INCCLF5,000$78,1500.01%
398DUPONT DE NEMOURS INCDD1,032$76,9770.01%
399DFA EMERGING MKTS PRTFOLIO2332037852,959$76,6300.01%
400SBA COMMUNICATIONS CORPORATIONSBAC379$75,8640.01%
401INVESCO WILDERHILL CLEAN ENE ETFIVZ2,410$75,7460.01%
402NORTHERN EMERGING MARKETS EQUITY INDEXNTRSO7,276$75,1590.01%
403CUMMINS INCCMI328$74,9350.01%
404ALLSPRING GLOBAL LONG/SHORT EQUITY FD I01988X5076,615$74,7500.01%
405ISHARES GOLD TRUSTIAU2,116$74,0390.01%
406VENTAS INCVTR1,757$74,0220.01%
407PPG INDUSTRIES INC693506107570$73,9860.01%
408TEXAS INSTRUMENTS882508104465$73,9400.01%
409SEMPRA COMSREA1,082$73,6080.01%
410VANGUARD TOTAL STOCK MARKET ETF922908769344$73,0690.01%
411BLACKSTONE INCBX679$72,7480.00%
412MARSH & MCLENNAN COMPANIES INC571748102372$70,7920.00%
413QUALCOMM INCQCOM630$69,9680.00%
414NATIONAL INSTRUMENTS CORPORATION6365181021,167$69,5770.00%
415DIAGEO PLC-SPONSORED ADRDGEAF466$69,5180.00%
416CIGNA GROUP125523100241$68,9430.00%
417CONOCOPHILLIPSCOP573$68,6450.00%
418STARBUCKS CORPSBUX742$67,7220.00%
419AMEREN CORPAEE900$67,3470.00%
420ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,995$67,0520.00%
421COCA COLA CO.KO1,196$66,9520.00%
422DFA L/C INTERNATIONAL PORTF2332038682,756$66,5930.00%
423ALEXANDRIA REAL ESTATE EQUITIES INC015271109662$66,2660.00%
424MEDTRONIC PLCMDT844$66,1360.00%
425VANGUARD TOTAL BOND MARKET ETF921937835944$65,8720.00%
426ISHARES SHORT-TERM NATIONAL464288158637$65,5220.00%
427CISCO SYSTEMS INCCSCO1,218$65,4800.00%
428JANUS HENDERSON HIGH-YIELD FD T4710237629,459$65,1700.00%
429GABELLI UTILITY TRUST36240A10112,159$64,4430.00%
430ISHARES SP 500 GROWTH ETF464287309920$62,9460.00%
431GENUINE PARTS CO.GPC431$62,2280.00%
432FORTUNE BRANDS INNOVATIONS INCFBIN1,000$62,1600.00%
433ONEOK INC NEWOKE979$62,0980.00%
434VANGUARD VALUE ETF922908744450$62,0690.00%
435KKR & CO INCKKRT1,000$61,6000.00%
436TRACTOR SUPPLY COMPANYTSCO300$60,9150.00%
437PEPSICO INC.PEP359$60,8290.00%
438ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V4491,923$60,5360.00%
439WASTE CONNECTIONS INCWCN450$60,4350.00%
440CME GROUP INCCME301$60,2660.00%
441X-TRACKERS MSCI EAFE HEDGED EQUITY ETF2330512001,721$60,0630.00%
442SYSCO CORPORATIONSYY909$60,0390.00%
443APA CORPORATIONAPA1,442$59,2660.00%
444HOME DEPOT INCHD196$59,2230.00%
445HASBRO, INC.HAS880$58,2030.00%
446SUN LIFE FINANCIAL INCSUNFF1,190$58,0720.00%
447BANK OF NEW YORK MELLON CORP0640581001,342$57,2360.00%
448PIONEER NATURAL RESOURCES COMPANY723787107249$57,1580.00%
449ASTRAZENECA PLC-SPONS ADRAZN841$56,9530.00%
450UNILEVER PLC-SPONS ADRUNLYF1,115$55,0810.00%
451DUKE ENERGY CORPDUKB624$55,0740.00%
452AMERICAN INTERNATIONAL GROWTH & INCOME F345956T7741,664$54,7010.00%
453UNITED PARCEL SERVICEUPS350$54,5550.00%
454SCHWAB US MID-CAP ETF808524508800$54,1440.00%
455VODAFONE GROUP PLC92857W3085,671$53,7610.00%
456PUBLIC SERVICE ENTERPRISE GROUP INC.744573106944$53,7230.00%
457JANUS HENDERSON GROWTH INCOME FD CL T471023200803$53,5920.00%
458VANGUARD FTSE EMERGING MARKET ETF9220428581,353$53,0510.00%
459LOCKHEED MARTIN CORPORATIONLMT129$52,7560.00%
460ROCKWELL AUTOMATION INCROK183$52,3140.00%
461PNC FINANCIAL SERVICES GROUP, INC.693475105424$52,0540.00%
462US BANCORP DEL COM NEWUSB-PS1,567$51,8050.00%
463VERIZON COMMUNICATIONSVZ1,595$51,6940.00%
464AMERICAN FDS DEVELOPING WORLD G & I F302630F7795,376$51,6130.00%
465PFIZER INCPFE1,551$51,4470.00%
466BRITISH AMERICAN TOB SP ADR1104481071,629$51,1670.00%
467BRISTOL MYERS SQUIBBCELG-RI868$50,3790.00%
468VANGUARD MID-CAP ETF922908629240$49,9780.00%
469DODGE COX INCOME FUND2562101054,201$49,9090.00%
470FEDERATED INSTITUTIONAL HIGH YIELD BOND CL F31420B3005,922$49,8060.00%
471ENTERGY CORPORATION NEWENO530$49,0250.00%
472CORNING INCORPORATEDGLW1,578$48,0820.00%
473SCHLUMBERGER LIMITEDSLB823$47,9810.00%
474SPDR BBG BARCLAYS SHORT TERM CORP BD ETF78464A4741,630$47,7920.00%
475PACCAR INCPCAR558$47,4410.00%
476FIDELITY ADVISOR INTERNATIONAL GROWTH FD31618H4652,811$47,0870.00%
477SPDR S&P 500 ETF TRUSTSPY110$47,0230.00%
478INTRUM AB UNSP ADR46123T1017,902$46,5500.00%
479AMERICAN ELECTRIC POWER COMPANY025537101616$46,3360.00%
480SPDR GOLD TRUSTGLD270$46,2920.00%
481READY CAPITAL CORPORATIONRC-PE4,549$45,9900.00%
482SCHWAB US SMALL-CAP ETF8085246071,106$45,8110.00%
483NUVEEN ESG MID CAP GROWTH ETFNU1,248$45,7520.00%
484ILLUMINA INCILMN326$44,7530.00%
485CARRIER GLOBAL CORPORATIONCARR807$44,5460.00%
486NESTLE SA-SPONS ADR641069406387$43,8870.00%
487VANECK VECTORS HIGH YIELD MUNI INDEX ETF92189H409893$43,8200.00%
488VF CORPORATIONVFC2,467$43,5920.00%
489ISHARES TRUST RUSSELL 3000 ETF464287689175$42,8860.00%
490BCE INCBCPPF1,120$42,7500.00%
491GENERAL MILLS INC370334104665$42,5530.00%
492INVESCO WATER RESOURCES ETFIVZ800$42,5440.00%
493ISHARES ESG AWARE MSCI EM ETF46434G8631,403$42,4830.00%
494TARGET CORPTGT384$42,4590.00%
495VANGUARD EXPLORER FUND ADMIRAL SHARES921926200454$41,7230.00%
496T ROWE PRICE REAL ESTATE FUND7799191093,677$41,6560.00%
497WESTERN ALLIANCE BANCORPWAL-PA904$41,5570.00%
498YUM! BRANDS INC.YUM331$41,3550.00%
499VANGUARD GROWTH ETF922908736150$40,8470.00%
500ELEVANCE HEALTH, INCELV92$40,0590.00%