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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 Q1 2024 · Filed May 9, 2024 · Accession 0001306333-24-000004

Total Value
$1.67B
Positions
835
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MFS INTERNATIONAL INTRINSIC VALUE R65527463491,873,233$75.3M4.52%
2BROADWAY BANCSHARES INC TEX COM111434106222,030$68.7M4.12%
3BROADWAY BANCSHARES INC TEX COM11143412A200,150$62.0M3.72%
4ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H4852,848,606$51.5M3.09%
5DODGE COX INTERNATIONAL STOCK FUND256206103884,081$44.8M2.69%
6AMERICAN NEW WORLD FUND F3649280773503,983$39.8M2.39%
7GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X4192,273,363$39.8M2.38%
8JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K6872,894,833$27.9M1.67%
9HARTFORD INTERNATIONAL VALUE FUND CL Y41664M6491,477,115$27.9M1.67%
10MICROSOFT CORPORATIONMSFT59,686$25.1M1.51%
11BROADCOM INCAVGO18,866$25.0M1.50%
12SPDR S&P 500 ETF TRUSTSPY47,147$24.7M1.48%
13FEDERATED TOTAL RETURN BOND FUND31428Q1012,527,036$23.8M1.43%
14JPMORGAN CHASE & COVYLD103,888$20.8M1.25%
15LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ1,278,207$20.0M1.20%
16JPMORGAN HEDGED EQUITY FUND ICAT664,157$19.8M1.19%
17HARDING LOEVNER INTERNATIONAL EQUITY PORT412295107717,444$18.9M1.13%
18APPLE INC.AAPL108,417$18.6M1.12%
19MERCK & CO INCMRK136,810$18.1M1.08%
20RUSH ENTERPRISES INC-CL ARUSHB311,466$16.7M1.00%
21MCDONALDS CORP.MCD53,790$15.2M0.91%
22JOHNSON & JOHNSONJNJ95,085$15.0M0.90%
23COMCAST CORP. CLASS ACCZ339,965$14.7M0.88%
24CHEVRON CORPORATIONCVX90,621$14.3M0.86%
25BLACKROCK EVENT DRIVEN EQUITY FUNDBLK1,381,822$13.9M0.83%
26AMAZON.COM INC.AMZN73,409$13.2M0.79%
27AMPHENOL CORP - CLASS A032095101113,908$13.1M0.79%
28VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES9229078451,202,116$12.9M0.77%
29ALPHABET INC CL AGOOG82,962$12.5M0.75%
30COSTCO WHOLESALE CORP.22160K10516,979$12.4M0.75%
31NVIDIA CORPORATIONNVDA13,158$11.9M0.71%
32GOLDMAN SACHS GQG PARTNERS INTL INSTL SHSNVGLF526,177$11.8M0.71%
33APOLLO GLOBAL MANAGEMENT INC03769M106104,943$11.8M0.71%
34SPDR GOLD TRUSTGLD56,604$11.6M0.70%
35THERMO FISHER SCIENTIFIC INCTMO19,647$11.4M0.68%
36SALESFORCE INC.CRM37,697$11.4M0.68%
37WASTE MANAGEMENT INC (NEW)94106L10951,831$11.0M0.66%
38TJX COMPANIES INC872540109108,539$11.0M0.66%
39PALO ALTO NETWORKS INCPANW38,613$11.0M0.66%
40INTERCONTINENTAL EXCHANGE GROUP INC45866F10477,499$10.7M0.64%
41INTUIT COMINTU16,217$10.5M0.63%
42ROPER TECHNOLOGIES INCROP18,460$10.4M0.62%
43GATEWAY FUND367829884243,936$10.4M0.62%
44WAL-MART, INC.WMT169,911$10.2M0.61%
45LOWE'S COS. INC.54866110739,663$10.1M0.61%
46WALT DISNEY COMPANY25468710682,553$10.1M0.61%
47VISA INCV35,427$9.9M0.59%
48FIRST TRUST MANAGED MUNICIPAL ETF33739N108192,114$9.9M0.59%
49AON PLC COMAON29,563$9.9M0.59%
50UNION PACIFIC CORPORATIONUNP39,991$9.8M0.59%
51MICROCHIP TECHNOLOGY INCMCHPP107,932$9.7M0.58%
52ACCENTURE PLCACN27,866$9.7M0.58%
53GOLDMAN SACHS GROUP INCGSCE23,119$9.7M0.58%
54HONEYWELL INTERNATIONAL INC43851610646,850$9.6M0.58%
55ADOBE INCADBE18,831$9.5M0.57%
56T-MOBILE US INCTMUSZ56,848$9.3M0.56%
57IQVIA HOLDINGS INCIQV36,272$9.2M0.55%
58CALAMOS MARKET NEUTRAL INCOME FUND I128119880630,730$9.1M0.55%
59UNITEDHEALTH GROUP INC.UNH18,243$9.0M0.54%
60CHARLES SCHWAB CORP NEWSCHW-PJ123,636$8.9M0.54%
61AMERICAN BEACON AHL MGD FUTURES STRATEGY024525677836,650$8.9M0.53%
62S&P GLOBAL INCSPGI20,731$8.8M0.53%
63ULTA BEAUTY INCULTA16,842$8.8M0.53%
64MONDELEZ INTERNATIONAL INC-A609207105123,648$8.7M0.52%
65META PLATFORMS INC.META17,684$8.6M0.52%
66ZOETIS INCZTS49,434$8.4M0.50%
67QUALCOMM INCQCOM48,720$8.2M0.49%
68COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U106173,687$8.0M0.48%
69NIKE INC - CLASS BNKE82,893$7.8M0.47%
70LINDE PLCLIN16,576$7.7M0.46%
71EMERSON ELECTRIC COMPANYEMR66,958$7.6M0.46%
72THE HERSHEY COMPANYHSY38,522$7.5M0.45%
73CUMMINS INCCMI24,802$7.3M0.44%
74NEXTERA ENERGYNEE-PW113,188$7.2M0.43%
75EXXON MOBIL CORPORATIONXOM60,906$7.1M0.42%
76NXP SEMICONDUCTORS NVNXPI28,174$7.0M0.42%
77ELI LILLY & COLLY8,956$7.0M0.42%
78BLACKSTONE INCBX52,347$6.9M0.41%
79T ROWE PRICE OVERSEAS STOCK-I77956H435522,069$6.8M0.41%
80COCA COLA CO.KO108,257$6.6M0.40%
81TEXAS INSTRUMENTS88250810437,508$6.5M0.39%
82DIAMONDBACK ENERGY INCFANG32,454$6.4M0.39%
83CIGNA GROUP12552310017,340$6.3M0.38%
84VERIZON COMMUNICATIONSVZ144,654$6.1M0.36%
85PEPSICO INC.PEP34,211$6.0M0.36%
86CISCO SYSTEMS INCCSCO119,490$6.0M0.36%
87BANK OF NEW YORK MELLON CORP064058100101,724$5.9M0.35%
88PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V273636,598$5.8M0.35%
89STARBUCKS CORPSBUX62,660$5.7M0.34%
90GENUINE PARTS CO.GPC36,864$5.7M0.34%
91TARGET CORPTGT31,935$5.7M0.34%
92AMERICAN ELECTRIC POWER COMPANY02553710164,235$5.5M0.33%
93AIR PRODUCTS & CHEMICAL INCAIIR22,230$5.4M0.32%
94ISHARES CORE SP 500 ETF46428720010,175$5.3M0.32%
95SUN LIFE FINANCIAL INCSUNFF96,707$5.3M0.32%
96US BANCORP DEL COM NEWUSB-PS117,613$5.3M0.32%
97PIONEER NATURAL RESOURCES COMPANY72378710719,834$5.2M0.31%
98THE MERGER FUND INSTL589509207304,166$5.2M0.31%
99SPDR S&P MIDCAP 400 ETF TRUSTMDY9,325$5.2M0.31%
100NORTHROP GRUMMAN CORPNOC10,835$5.2M0.31%
101DARDEN RESTAURANTS, INC.DRI30,802$5.1M0.31%
102ASTRAZENECA PLC-SPONS ADRAZN75,691$5.1M0.31%
103CME GROUP INCCME23,648$5.1M0.31%
104VICTORY MARKET NEUTRAL INCOME FUND CLASS I92647P654601,896$5.1M0.30%
105LOCKHEED MARTIN CORPORATIONLMT10,985$5.0M0.30%
106PNC FINANCIAL SERVICES GROUP, INC.69347510530,827$5.0M0.30%
107NESTLE SA-SPONS ADR64106940646,778$5.0M0.30%
108WEC ENERGY GROUP INCWEC59,883$4.9M0.29%
109UNILEVER PLC-SPONS ADRUNLYF96,765$4.9M0.29%
110CORNING INCORPORATEDGLW146,602$4.8M0.29%
111VANGUARD 500 INDEX FUND ADMIRAL SHS 5409229087109,548$4.6M0.28%
112VICI PROPERTIES INC925652109152,562$4.5M0.27%
113PUBLIC SERVICE ENTERPRISE GROUP INC.74457310666,830$4.5M0.27%
114SANOFI-AVENTIS - ADRSNYNF91,179$4.4M0.27%
115UNITED PARCEL SERVICEUPS29,266$4.3M0.26%
116BRISTOL MYERS SQUIBBCELG-RI80,195$4.3M0.26%
117PFIZER INCPFE150,604$4.2M0.25%
118SPOKE HOLLOW RANCH INC CERT UNKNOWNSPOK621,939$4.2M0.25%
119GENERAL MILLS INC37033410458,906$4.1M0.25%
120VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS922907886370,477$4.0M0.24%
121INVESCO DEVELOPING MARKETS FUND CL R6IVZ98,668$3.9M0.23%
122AMERICAN WATER WORKS CO03042010330,451$3.7M0.22%
123BRITISH AMERICAN TOB SP ADR110448107110,952$3.4M0.20%
124MFS INTERNATIONAL DIVERSIFICATION FD R6552743544144,741$3.4M0.20%
125ALBEMARLE CORPORATIONALB-PA25,091$3.3M0.20%
126ENBRIDGE INCENNPF88,586$3.2M0.19%
127BCE INCBCPPF91,839$3.1M0.19%
128T ROWE PRICE INTERNATIONAL DISCOVERY INSTL77956H37746,700$3.1M0.18%
129AMERICAN EUROPACIFIC GROWTH FD F329870611051,728$3.0M0.18%
130VANGUARD GROWTH ETF9229087368,795$3.0M0.18%
131ISHARES GOLD TRUSTIAU70,341$3.0M0.18%
132BERKSHIRE HATHAWAY INC-CL BBRK-A6,802$2.9M0.17%
133T ROWE PRICE GROWTH STOCK FUND74147910928,920$2.8M0.17%
134VANGUARD FTSE DEVELOPED MARKETS ETF92194385854,391$2.7M0.16%
135VANGUARD TOTAL STOCK MARKET INDEX- ADMIRAL92290872820,287$2.6M0.15%
136ISHARES MSCI EAFE ETF46428746528,754$2.3M0.14%
137MALITZ CONTRUCTION INC CLASS B NONVOTING553535997192,500$2.3M0.14%
138VICTORY 500 INDEX FUND MEMBER90328888430,917$2.1M0.12%
139T ROWE PRICE MIDCAP VALUE FUND77957Y10658,345$2.0M0.12%
140ALPHABET INC CL CGOOG13,281$2.0M0.12%
141MFS INTERNATIONAL INTRINSIC VALUE R655274634950,140$2.0M0.12%
142VANGUARD EQUITY INCOME FUND ADMIRAL SHARES92192130022,320$2.0M0.12%
143VANGUARD INTL HIGH DIVIDEND YIELD INDEX FD92194679427,984$1.9M0.12%
144BROADWAY BANCSHARES INC TEX COM11143413A6,102$1.9M0.11%
145VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES922907878134,609$1.8M0.11%
146FIDELITY ADVISOR REAL ESTATE INCOME FUND Z316389311147,588$1.7M0.10%
147HOME DEPOT INCHD4,353$1.7M0.10%
148HARTFORD INTERNATIONAL VALUE FUND CL Y41664M64984,302$1.6M0.10%
149SCHWAB US DVD EQUITY ETF80852479719,195$1.5M0.09%
150VANGUARD DIVIDEND APPRECIATION ETF9219088448,097$1.5M0.09%
151ASML HOLDINGS NV NY REG SHS 2012ASMLF1,434$1.4M0.08%
152VANGUARD FTSE EMERGING MARKET ETF92204285833,207$1.4M0.08%
153NOVO-NORDISK A/S - SPONS ADRNONOF10,421$1.3M0.08%
154DODGE COX STOCK FUND2562191065,091$1.3M0.08%
155ICON PLC COMICLR3,882$1.3M0.08%
156JOHN HANCOCK DIVERSIFIED MACRO FD I47803N513128,263$1.3M0.08%
157ARTISAN INTERNATIONAL SMALL MID ADVISOR04314H48571,712$1.3M0.08%
158PROCTER & GAMBLE CO.7427181097,962$1.3M0.08%
159SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X1093,198$1.3M0.08%
160FIRST TRUST NORTH AMERICAN ENERGY INFRA FUND33738D10142,415$1.3M0.08%
161DEERE & COMPANYDE3,017$1.2M0.07%
162ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844843,337$1.2M0.07%
163MASTERCARD INCMA2,455$1.2M0.07%
164VALERO ENERGY NEWVLO6,592$1.1M0.07%
165ISHARES CORE SP MID CAP ETF46428750716,152$981,0720.06%
166TAIWAN SEMICONDUCTOR MFG LTD-ADR8740391007,210$980,9210.06%
167SAFRAN SA UNSPON ADR78658410216,861$956,2430.06%
168SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84823,024$922,1110.06%
169AMERICAN NEW WORLD FUND F364928077311,657$919,8310.06%
170GQG PARTNERS EMERGING MKTS EQUITY INSTL00771X41952,591$919,8180.06%
171VANGUARD GNMA FUND ADMIRAL SHARES92203179496,167$881,8510.05%
172VANGUARD HIGH YIELD TAX EXEMPT ADMIRAL SHARES92290784578,696$841,2640.05%
173FEDERATED TOTAL RETURN BOND FUND31428Q10188,784$837,2360.05%
174IBMINTR4,289$819,0270.05%
175BNY MELLON GLOBAL REAL RETURN FUND INSTL05587N82850,504$793,4220.05%
176BLACKROCK INCBLK948$790,3480.05%
177COMPASS GROUP PLC-SPON ADRCOMP26,926$790,1520.05%
178SPOKE HOLLOW RANCH, INC. CERT 72SPOK116,391$780,9840.05%
179AMERICAN NEW PERSPECTIVE FUND F364801877812,720$771,3420.05%
180LVMH MOET HENNESSY LOUIS VUITTON SA ADR5024413064,265$768,0340.05%
181NUSTAR ENERGY LPNU32,976$767,3520.05%
182BANK OF NOVA SCOTIA06414910714,437$747,5480.04%
183AUTOMATIC DATA PROCESSINGADP2,974$742,7270.04%
184FIDELITY ADVISOR GROWTH OPP FUND3158078834,523$740,8350.04%
185VANGUARD BOND INDEX SHORT-TERM BOND ETF9219378279,657$740,4020.04%
186ATLAS COPCO AB-SPONS ADR A04925570643,753$739,8150.04%
187ERSTE GROUP BANK AG29603630433,092$738,0140.04%
188SABINE ROYALTY TRUST78568810211,600$737,6440.04%
189SKF AB SPONSORED ADR78437540436,082$737,3250.04%
190VANGUARD INTERMEDIATE-TERM BOND ETF9219378199,755$735,5270.04%
191FIDELITY CONTRA FUND31607110937,987$720,6190.04%
192CINTAS CORPORATIONCTAS1,036$711,7630.04%
193JPMORGAN HEDGED EQUITY FUND ICAT23,809$710,2310.04%
194ISHARES SP MID CAP 400 VALUE ETF4642877055,603$662,7790.04%
195BROADCOM INCAVGO500$662,7050.04%
196STRYKER CORPSYK1,827$653,8280.04%
197ISHARES RUSSELL 1000 GROWTH ETF4642876141,866$628,9350.04%
198MFS EMERGING MARKETS DEBT FUND I55273E64052,241$627,9360.04%
199ISHARES CORE SP SMALL CAP ETF4642878045,647$624,1060.04%
200ORACLE CORPORATIONORCL-PD4,963$623,4020.04%
201MOODY'S CORPORATIONMCO1,577$619,8080.04%
202BECTON DICKINSON & COBDX2,500$618,6250.04%
203ROCHE HOLDINGS LTD-SPONS ADR77119510418,932$603,5140.04%
204COPART INCCPRT10,392$601,9050.04%
205FIRST TRUST MANAGED MUNICIPAL ETF33739N10811,691$600,4500.04%
206BLACKROCK SYSTEMATIC MULTI-STRATEGY FD INSTLBLK58,318$596,5930.04%
207LAZARD GLOBAL LISTED INFRASTRUCTURE PORTFOLIOLAZ38,050$595,8620.04%
208HARDING LOEVNER INTERNATIONAL EQUITY PORT41229510722,584$595,5440.04%
209PIMCO COMMODITIES PLUS STRATEGY INST72201P17582,241$584,7320.04%
210GATEWAY FUND36782988413,043$553,5570.03%
211DODGE COX INTERNATIONAL STOCK FUND25620610310,831$549,1100.03%
212SCHWAB INTERNATIONAL SMALL EQUITY CAP80852488815,125$541,4750.03%
213CALVERT EMERGING MARKETS EQUITY FD I13164977432,434$539,7010.03%
214JPMORGAN CHASE & COVYLD2,688$538,4060.03%
215SHELL PLC SPONS ADRRYDAF7,932$531,7610.03%
216MICROSOFT CORPORATIONMSFT1,254$527,5830.03%
217COLGATE-PALMOLIVE COMPANYCL5,851$526,8830.03%
218PEAR TREE POLARIS FOREIGN VALUE FD INSTL70472Q80721,947$521,4530.03%
219NOVARTIS AG-ADRNVSEF5,202$503,1890.03%
220WESTPAC BANKING CORPORATIONWBKCY29,128$495,9040.03%
221NEXTIER, INC.6290829913,600$492,9480.03%
222MERCK & CO INCMRK3,735$492,8330.03%
223CBRE GROUP INCCBRE5,024$488,5340.03%
224KONE OYJ UNSPONSORED ADR50048H10120,769$483,8240.03%
225VANGUARD EQUITY INCOME FUND ADMIRAL SHARES9219213005,271$476,1060.03%
226AMPHENOL CORP - CLASS A0320951013,981$459,2080.03%
227NVIDIA CORPORATIONNVDA505$456,2980.03%
228VANGUARD LONG TERM TAX EXEMPT ADMIRAL SHARES92290786041,350$450,7150.03%
229MFC ISHARES TR RUSSELL MID-CAP GR ETF4642874813,879$442,7490.03%
230KLA CORPORATIONKLAC633$442,1950.03%
231VANGUARD REAL ESTATE ETF9229085535,104$441,3940.03%
232EMCOR GROUP INCEME1,227$429,6950.03%
233SALESFORCE INC.CRM1,425$429,1820.03%
234COSTCO WHOLESALE CORP.22160K105578$423,4600.03%
235COMCAST CORP. CLASS ACCZ9,663$418,8910.03%
236PALO ALTO NETWORKS INCPANW1,468$417,1030.03%
237INTERCONTINENTAL EXCHANGE GROUP INC45866F1043,022$415,3130.02%
238APOLLO GLOBAL MANAGEMENT INC03769M1063,689$414,8280.02%
239AMAZON.COM INC.AMZN2,279$411,0860.02%
240TJX COMPANIES INC8725401094,047$410,4470.02%
241JPMORGAN GLOBAL BOND OPPORTUNITIES FD46637K68742,399$408,7280.02%
242JOHNSON & JOHNSONJNJ2,574$407,1810.02%
243MCDONALDS CORP.MCD1,441$406,2900.02%
244BLACKROCK EVENT DRIVEN EQUITY FUNDBLK40,219$404,6060.02%
245PAYCHEX INC COMPAYX3,281$402,9070.02%
246MARTIN MARIETTA MATERIALS INC573284106650$399,0610.02%
247ALPHABET INC CL AGOOG2,642$398,7570.02%
248GOLDMAN SACHS GROUP INCGSCE950$396,8060.02%
249VANGUARD TOTAL BOND MKT INDEX #584-ADM SH92193760341,153$393,0140.02%
250MICROCHIP TECHNOLOGY INCMCHPP4,340$389,3410.02%
251CHEVRON CORPORATIONCVX2,467$389,1450.02%
252LOWE'S COS. INC.5486611071,522$387,6990.02%
253ROPER TECHNOLOGIES INCROP684$383,6150.02%
254EXXON MOBIL CORPORATIONXOM3,285$381,8480.02%
255WALT DISNEY COMPANY2546871063,105$379,9280.02%
256AMBEV SA ADRABEV153,152$379,8170.02%
257EATON CORP PLCETN1,213$379,2810.02%
258APPLE INC.AAPL2,211$379,1420.02%
259EQUINIX INCEQIX458$378,0010.02%
260WASTE MANAGEMENT INC (NEW)94106L1091,773$377,9150.02%
261VISA INCV1,351$377,0370.02%
262INVESCO DB COMMODITY INDEX TRACKING FUNDIVZ16,386$376,3860.02%
263UNITEDHEALTH GROUP INC.UNH758$374,9830.02%
264UNION PACIFIC CORPORATIONUNP1,521$374,0600.02%
265VANGUARD HIGH YIELD CORPORATE FUND ADMVGES69,059$371,5390.02%
266WAL-MART, INC.WMT6,157$370,4670.02%
267AON PLC COMAON1,105$368,7610.02%
268INTUIT COMINTU567$368,5500.02%
269ABBVIE INCABBV2,016$367,1140.02%
270ULTA BEAUTY INCULTA702$367,0620.02%
271CHARLES SCHWAB CORP NEWSCHW-PJ5,055$365,6790.02%
272ACCENTURE PLCACN1,046$362,5540.02%
273INVESCO SENIOR FLOATING RATE FD RT-AIVZ54,070$361,7260.02%
274THERMO FISHER SCIENTIFIC INCTMO620$360,3500.02%
275VANGUARD S/T BOND INDEX FD ADMIRAL SHARES92193770235,875$360,1860.02%
276AMERICAN TOWER CORP03027X1001,801$355,8600.02%
277T-MOBILE US INCTMUSZ2,178$355,4930.02%
278HONEYWELL INTERNATIONAL INC4385161061,723$353,6460.02%
279INVESCO BULLETSHARES 2024 COIVZ16,845$353,2400.02%
280PUBLIC STORAGEPSA-PS1,216$352,7130.02%
281INVESCO BULLETSHARES 2025 COIVZ17,205$351,4980.02%
282MONDELEZ INTERNATIONAL INC-A6092071055,021$351,4700.02%
283IQVIA HOLDINGS INCIQV1,389$351,2640.02%
284ADOBE INCADBE688$347,1650.02%
285CLOROX COMPANYCLX2,261$346,1820.02%
286INVESCO BULLETSHARES 2026 COIVZ18,020$346,1640.02%
287PROLOGIS INCPLDGP2,627$342,0880.02%
28833 1/3 MEMBERSHIP INT CORRAL CENTER LLC0011379991$339,6920.02%
289MARSH & MCLENNAN COMPANIES INC5717481021,636$336,9830.02%
290BANK OF AMERICA CORP0605051048,865$336,1610.02%
291ZOETIS INCZTS1,978$334,6970.02%
292T ROWE PRICE SPECTRUM DIVERSIFIED EQUITY FD77990620513,071$332,0060.02%
293AUTOZONE INCAZO105$330,9230.02%
294CANADIAN PACIFIC KANSAS CITYCP3,735$329,3150.02%
295VANGUARD PRIMECAP FUND ADMIRAL SHARES9219362091,927$328,9580.02%
296S&P GLOBAL INCSPGI768$326,7460.02%
297REPUBLIC SERVICES INC7607591001,694$324,2990.02%
298HARTFORD WORLD BOND FUND41664M23532,223$321,5830.02%
299ISHARES CORE MSCI EAFE ETF46432F8424,255$315,8060.02%
300DIMENSIONAL WORLD EX US CORE25434V88012,372$314,7440.02%
301THE HERSHEY COMPANYHSY1,614$313,9230.02%
302AMERICAN EXPRESS CO.AXP1,375$313,0740.02%
303DANAHER CORP DEL COM2358511021,252$312,6490.02%
304ILLINOIS TOOL WORKS INC.4523081091,143$306,7010.02%
305SPOKE HOLLOW RANCH, INC. CERT 70SPOK44,900$301,2790.02%
306NIKE INC - CLASS BNKE3,186$299,4200.02%
307LINDE PLCLIN628$291,5930.02%
308VANGUARD SMALL-CAP ETF9229087511,250$285,7380.02%
309TIAA CREF SOCIAL CHOICE INTERNATIONAL EQUITY87245R47421,113$285,0210.02%
310NEXTERA ENERGYNEE-PW4,459$284,9750.02%
311REVVITY INCRVTY2,630$276,1500.02%
312NXP SEMICONDUCTORS NVNXPI1,107$274,2810.02%
313VISTRA CORPVST3,924$273,3070.02%
314COSTAR GROUP INCCSGP2,808$271,2530.02%
315FIDELITY GROWTH COMPANY FUND3162001047,338$270,3180.02%
316T ROWE PRICE OVERSEAS STOCK-I77956H43520,722$269,5980.02%
317SCHWAB U.S. LARGE-CAP ETF8085242014,298$266,7340.02%
318DIMENSIONAL US MARKETWIDE VA25434V7246,502$265,9320.02%
319JPMORGAN INTERNATIONAL BOND OPPORTUNITIES46641Q8525,430$258,5770.02%
320MARATHON PETROLEUM CORPORATIONMARA1,265$254,8980.02%
321INVESCO QQQ TRUST SERIES 1IVZ574$254,8620.02%
322FLEXSHARES MORNINGSTAR GLOBAL UPSTREAMFLEX6,150$252,5810.02%
323INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7041,999$251,7940.02%
324DIAMONDBACK ENERGY INCFANG1,270$251,6760.02%
325PROGRESSIVE CORP-OHIO7433151031,205$249,2180.01%
326CALVERT INTERNATIONAL EQUITY FUND CL I13164980810,123$248,6290.01%
327ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUND4642883725,197$247,4810.01%
328META PLATFORMS INC.META497$241,3330.01%
329DIMENSIONAL US EQUITY ETF25434V4014,184$238,4040.01%
330ISHARES RUSSELL 1000 VALUE INDEX FUND4642875981,328$237,8580.01%
331COLLIERS INTL GR-SUBORD VOT1946931071,942$237,3710.01%
332HARDING LOEVNER INTERNATIONAL EQUITY INST Z4122957198,969$236,3280.01%
333ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878871,796$234,7910.01%
334ROSS STORES INCROST1,591$233,4950.01%
335PRINCIPAL GLOBAL REAL ESTATE SECURITES74254V27325,514$232,9420.01%
3363M COMMM2,184$231,6570.01%
337NORTHROP GRUMMAN CORPNOC479$229,2780.01%
338COHEN & STEERS INSTITUTIONAL REALTY SHARES19247U1064,969$227,9060.01%
339LOREAL SA UNSP ADR5021172032,321$219,9100.01%
340ISHARES SELECT DIVIDEND ETF4642871681,775$218,6450.01%
341SPDR S&P BIOTECH ETF78464A8702,268$215,2110.01%
342MASTEC INCMTZ2,299$214,3820.01%
343ELI LILLY & COLLY265$206,1590.01%
344SOUTHERN CO.SOMN2,805$201,2310.01%
345MORGAN STANLEYMS-PQ2,112$198,8660.01%
346DOLLAR TREE INCDLTR1,481$197,1950.01%
347BOEING COMPANYBA-PA1,019$196,6570.01%
348ANALOG DEVICES INCADI987$195,2190.01%
349ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,180$193,9330.01%
350PRINCIPAL DIVERSIFIED REAL ASSET INST74254V16617,328$193,7220.01%
351ESTEE LAUDER COMPANIES INC CL A5184391041,245$191,9170.01%
352AT&T INC.T-PC10,774$189,6220.01%
353TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803902$187,8600.01%
354WELLTOWER INCWELL1,913$178,7510.01%
355FIDELITY LOW PRICED STOCK FUND3163453053,710$177,0680.01%
356MARKEL CORPORATIONMKL115$174,9700.01%
357FROST CREDIT FUND CL I35924682418,518$172,9610.01%
358KIMBERLY CLARK CORPKMB1,326$171,5180.01%
359WP CAREY INC92936U1093,037$171,4080.01%
360MASON BANCSHARES, INC.553666998418$169,2900.01%
361INVITATION HOMES INCINVH4,744$168,9340.01%
362ABBOTT LABORATORIESABLZF1,480$168,2170.01%
363ATMOS ENERGY CORPORATIONATO1,390$165,2290.01%
364SIMON PPTY GROUP (PREV SIMON DEBARTOLO GRP)8288061091,024$160,2460.01%
365MSCI INCMSCI284$159,1680.01%
366GLACIER BANCORP INCGBCI3,950$159,1060.01%
367AMERICAN WATER WORKS CO0304201031,298$158,6290.01%
368CULLEN FROST BANKERS INCCFR-PB1,397$157,2600.01%
369AMGEN, INCAMGN544$154,6700.01%
370VICTORY MARKET NEUTRAL INCOME FUND CLASS I92647P65418,247$153,4590.01%
371RANI THERAPEUTICS HOLDINGS-ARANI48,129$149,6810.01%
372AMERICAN CAPITAL WORLD GROWTH AND INCOME F31405431172,273$147,2490.01%
373FIRST TEXAS BANCORP, INC.336995105510$145,3500.01%
374RTX CORPORATIONRTX1,475$143,8570.01%
375AVALONBAY COMMUNITIES INCAWX770$142,8810.01%
376EQUITY RESIDENTIALEQR2,220$140,1040.01%
377CATERPILLAR INC.CAT382$139,9760.01%
378SS&C TECHNOLOGIES HOLDINGS, INC.SSNC2,159$138,9750.01%
379DIGITAL REALTY TRUST INC253868103959$138,1340.01%
380INTEL CORPORATIONINTC3,113$137,5010.01%
381NORFOLK SOUTHERN CORP.655844108534$136,1010.01%
382TEXAS PACIFIC LAND CORPTPL235$135,9500.01%
383XCEL ENERGY, INC.XELLL2,517$135,2890.01%
384SPDR S&P MIDCAP 400 ETF TRUSTMDY243$135,2050.01%
385FIDELITY ADVISOR REAL ESTATE INCOME FUND Z31638931111,367$132,6500.01%
386INNOSPEC INCIOSP1,024$132,0350.01%
387DIMENSIONAL US TARGET VALUE25434V6092,352$128,0190.01%
388DOMINION ENERGY INCD2,599$127,8450.01%
389T ROWE PRICE EQUITY INCOME FUND7795471083,491$127,4360.01%
390ALBEMARLE CORPORATIONALB-PA956$125,9430.01%
391VOYA FINANCIAL INCVOYA-PB1,696$125,3680.01%
392GENERAL DYNAMICS CORPGD441$124,5780.01%
393VANGUARD LIMITED TERM TAX EXEMPT ADMIRAL SHS92290788610,971$118,5940.01%
394PHILLIPS 66PSX726$118,5850.01%
395REALTY INCOME CORPORATIONO2,149$116,2610.01%
396THE BRINKS CO.BCO1,252$115,6600.01%
397HOST HOTELS AND RESORTS INCHST5,585$115,4980.01%
398CLEVELAND-CLIFFS INCCLF5,000$113,7000.01%
399CALAMOS MARKET NEUTRAL INCOME FUND I1281198807,770$112,0370.01%
400HEALTHPEAK OP, LLCDOC5,934$111,2630.01%
401VICTORY GROWTH & TAX STRATEGY FD RETAIL9032874074,210$110,5130.01%
402ISHARES RUSSELL MID-CAP ETF4642874991,308$109,9900.01%
403VICTORY TAX EXEMPT LONG TERM FUND RETAIL9032891069,041$109,2160.01%
404TRI-CONTINENTAL CORPORATION8954361033,511$108,1390.01%
405AMERICAN BEACON AHL MGD FUTURES STRATEGY02452567710,095$107,5100.01%
406ISHARES RUSSELL 2000 ETF464287655511$107,4630.01%
407QUALCOMM INCQCOM630$106,6590.01%
408VISTEON CORPVC902$106,0840.01%
409VANGUARD LARGE-CAP ETF922908637440$105,4940.01%
410INVESCO DEVELOPING MARKETS FUND CL R6IVZ2,621$103,2770.01%
411EMERSON ELECTRIC COMPANYEMR902$102,3050.01%
412INVESCO WILDERHILL CLEAN ENE ETFIVZ4,426$102,0190.01%
413ENERGY TRANSFER EQUITY LPET-PI6,425$101,0650.01%
414KKR & CO INCKKRT1,000$100,5800.01%
415BROOKFIELD CORP11271J1072,350$98,3950.01%
416PPL CORP COMPPLC3,547$97,6490.01%
417CUMMINS INCCMI328$96,6450.01%
418FEDEX CORPORATIONFDX331$95,9040.01%
419ALIGHT INC-CLASS AALIT9,630$94,8560.01%
420VANGUARD ULTRA SHORT TERM TAX EXEMPT ADM9229078035,940$93,4380.01%
421ALEXANDRIA REAL ESTATE EQUITIES INC015271109724$93,3310.01%
422COINBASE GLOBAL INC-CLASS ACOIN350$92,7920.01%
423PGIM GLOBAL REAL ESTATE CL Z7443365044,737$91,7080.01%
424SPDR S&P DIVIDEND ETF78464A763688$90,2930.01%
425AMERIPRISE FINANCIAL INC.03076C106205$89,8800.01%
426VANGUARD TOTAL STOCK MARKET ETF922908769344$89,4060.01%
427BLACKSTONE INCBX679$89,2000.01%
428LUMINAR TECHOLOGIES INCLAZRQ45,171$88,9870.01%
429ISHARES GOLD TRUSTIAU2,116$88,8930.01%
430SBA COMMUNICATIONS CORPORATIONSBAC406$87,9800.01%
431CIGNA GROUP125523100241$87,5290.01%
432ST LOUIS BANCSHARES, INC. COMMON STOCK78447799514,400$86,4000.01%
433AMERICAN CENTURY DISCIPLINED CORE VALUE I02507M5012,387$86,2930.01%
434FORTUNE BRANDS INNOVATIONS INCFBIN1,000$84,6700.01%
435ALTRIA GROUP INC.MO1,935$84,4050.01%
436ISHARES NATIONAL MUNI BOND ETF464288414774$83,2820.00%
437VANGUARD INTER TERM T/EXEMPT ADMIRAL SHARES9229078786,088$83,0950.00%
438API GROUP CORPAPG2,105$82,6630.00%
439PPG INDUSTRIES INC693506107570$82,5930.00%
440ISHARES CORE MSCI EMERGING MARKETS ETF46434G1031,575$81,2700.00%
441CANADIAN NATIONAL RAILWAY CO136375102617$81,2650.00%
442TEXAS INSTRUMENTS882508104465$81,0080.00%
443ISHARES MSCI INTL QUALITY FACTOR ETF46434V4561,995$79,1220.00%
444DUPONT DE NEMOURS INCDD1,027$78,7400.00%
445TRACTOR SUPPLY COMPANYTSCO300$78,5160.00%
446MARRIOTT INTERNATIONAL INC571903202311$78,4680.00%
447VENTAS INCVTR1,795$78,1540.00%
448ISHARES SP 500 GROWTH ETF464287309920$77,6850.00%
449SEMPRA COMSREA1,078$77,4330.00%
450WASTE CONNECTIONS INCWCN450$77,4050.00%
451DFA EMERGING MKTS PRTFOLIO2332037852,742$77,3390.00%
452BANK OF NEW YORK MELLON CORP0640581001,342$77,3260.00%
453VANGUARD SHORT-TERM TREASURY92206C1021,325$76,9430.00%
454DFA L/C INTERNATIONAL PORTF2332038682,756$76,5980.00%
455ISHARES MSCI INTL MOMENTUM FACTOR ETF46434V4491,923$75,4390.00%
456DARDEN RESTAURANTS, INC.DRI447$74,7160.00%
457FIRST TRUST NASDAQ CLEAN ENE-ETF33733E5002,144$74,3540.00%
458STRIDE INCLRN1,172$73,8950.00%
459SYSCO CORPORATIONSYY909$73,7930.00%
460VANGUARD VALUE ETF922908744450$73,2870.00%
461COCA COLA CO.KO1,196$73,1710.00%
462CONOCOPHILLIPSCOP569$72,4220.00%
463X-TRACKERS MSCI EAFE HEDGED EQUITY ETF2330512001,721$70,4410.00%
464US BANCORP DEL COM NEWUSB-PS1,567$70,0450.00%
465GXO LOGISTICS INCGXO1,292$69,4580.00%
466AIR PRODUCTS & CHEMICAL INCAIIR284$68,8050.00%
467PNC FINANCIAL SERVICES GROUP, INC.693475105424$68,5180.00%
468TARGET CORPTGT384$68,0490.00%
469STARBUCKS CORPSBUX742$67,8110.00%
470VERIZON COMMUNICATIONSVZ1,595$66,9260.00%
471GENUINE PARTS CO.GPC431$66,7750.00%
472ISHARES SHORT-TERM NATIONAL464288158637$66,7130.00%
473AMEREN CORPAEE900$66,5640.00%
474PIONEER NATURAL RESOURCES COMPANY723787107249$65,3630.00%
475SCHWAB US MID-CAP ETF808524508800$65,1440.00%
476PACCAR INCPCAR525$65,0420.00%
477SUN LIFE FINANCIAL INCSUNFF1,190$64,9500.00%
478CME GROUP INCCME301$64,8020.00%
479GENERAL MILLS INC370334104916$64,0930.00%
480PUBLIC SERVICE ENTERPRISE GROUP INC.744573106944$63,0400.00%
481PEPSICO INC.PEP359$62,8290.00%
482AMERICAN INTERNATIONAL GROWTH & INCOME F345956T7741,664$62,8050.00%
483CISCO SYSTEMS INCCSCO1,218$60,7900.00%
484SANOFI-AVENTIS - ADRSNYNF1,242$60,3610.00%
485ISHARES MBS ETF464288588650$60,0730.00%
486VANGUARD MID-CAP ETF922908629240$59,9660.00%
487MEDTRONIC PLCMDT684$59,6110.00%
488LOCKHEED MARTIN CORPORATIONLMT129$58,6780.00%
489FIDELITY ADVISOR INTERNATIONAL GROWTH FD31618H4652,811$58,2470.00%
490SPDR S&P 500 ETF TRUSTSPY110$57,5380.00%
491AMERICAN FDS DEVELOPING WORLD G & I F302630F7795,376$57,0430.00%
492ASTRAZENECA PLC-SPONS ADRAZN841$56,9780.00%
493VICI PROPERTIES INC9256521091,884$56,1240.00%
494ENTERGY CORPORATION NEWENO530$56,0100.00%
495UNILEVER PLC-SPONS ADRUNLYF1,115$55,9620.00%
496WEC ENERGY GROUP INCWEC677$55,5950.00%
497SPDR GOLD TRUSTGLD270$55,5440.00%
498NUVEEN ESG MID CAP GROWTH ETFNU1,248$55,5110.00%
499VANGUARD FTSE EMERGING MARKET ETF9220428581,306$54,5520.00%
500VERALTO CORPVLTO610$54,0830.00%