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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

WHITTIER TRUST CO

Quarter ended Q1 2023 · Filed January 25, 2023 · Accession 0001387131-23-000540

Total Value
$5.14B
Positions
2,028
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE COMPUTER INC COMAAPL1,617,130$210.1M4.23%
2MICROSOFT CORP COMMSFT766,203$183.8M3.70%
3SPDR TR S&P 500SPY445,440$170.3M3.43%
4ISHARES S&P 500 INDEX464287200412,118$158.3M3.18%
5BERKSHIRE HATHAWAY INC DEL CL ABRK-A264$123.7M2.49%
6ALPHABET INC CL CGOOG1,240,247$110.0M2.21%
7ISHARES S&P MIDCAP 400 INDEX464287507411,433$99.5M2.00%
8VISA INC COM CL AV422,328$87.7M1.76%
9J P MORGAN CHASE & CO COMVYLD587,985$78.8M1.59%
10AMAZON COM INC COMAMZN916,741$77.0M1.55%
11MIDCAP SPDR TR UNIT SER 1MDY162,519$72.0M1.45%
12JOHNSON & JOHNSON COMJNJ376,422$66.5M1.34%
13ISHARES S&P SMALL CAP 600464287804697,336$66.0M1.33%
14CHEVRON CORP COMCVX363,065$65.2M1.31%
15NVIDIA CORP COMNVDA429,908$62.8M1.26%
16BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A185,820$57.4M1.15%
17ISHARES RUSSELL 2000 INDEX464287655306,131$53.4M1.07%
18HONEYWELL INTL INC COM438516106246,546$52.8M1.06%
19ELEVANCE HEALTH INCELV101,233$51.9M1.04%
20NIKE INC CL BNKE431,643$50.5M1.02%
21VANGUARD FTSE DEVELOPED MARKETS9219438581,198,087$50.3M1.01%
22TJX COS INC NEW COM872540109588,861$46.9M0.94%
23MERCK & CO INC COMMRK422,110$46.8M0.94%
24UNITEDHEALTH GROUP INC COMUNH83,224$44.1M0.89%
25THERMO FISHER SCIENTIFIC INCCOMTMO80,057$44.1M0.89%
26ABBOTT LABS COMABLZF380,655$41.8M0.84%
27PEPSICO INC COMPEP229,610$41.5M0.83%
28ISHARES INC CORE MSCI EMKT46434G103876,201$40.9M0.82%
29APPLIED MATLS INC COM038222105411,501$40.1M0.81%
30ISHARES RUSSELL 2000 VALUE464287630275,992$38.3M0.77%
31NORFOLK SOUTHERN CORP COM655844108154,365$38.0M0.76%
32VANGUARD EMERGING MARKET EQUITY ETF922042858966,700$37.7M0.76%
33EATON CORP PLC SHSETN231,092$36.3M0.73%
34SHERWIN WILLIAMS CO COMSHW138,396$32.8M0.66%
35PROCTER & GAMBLE CO COM742718109214,410$32.5M0.65%
36BROADCOM INCAVGO54,904$30.7M0.62%
37VALERO ENERGY CORP NEW COMVLO238,519$30.3M0.61%
38LINDE PLC SHSLIN91,980$30.0M0.60%
39DANAHER CORP DEL COM235851102111,765$29.7M0.60%
40RAYTHEON TECHNOLOGIES CORP COMRTX283,044$28.6M0.57%
41VANGUARD INTERM CORP92206C870366,251$28.4M0.57%
42DISNEY WALT CO COM DISNEY254687106312,775$27.2M0.55%
43COSTCO WHSL CORP NEW COM22160K10557,008$26.0M0.52%
44ACCENTURE PLC IRELAND SHS CLASS AACN94,790$25.3M0.51%
45PFIZER INC COMPFE491,415$25.2M0.51%
46ABBVIE INC COMABBV155,427$25.1M0.51%
47EOG RES INC COMEOG188,780$24.5M0.49%
48PHILIP MORRIS INTL INC COM718172109240,871$24.4M0.49%
49ISHARES TR CORE MSCI EAFE46432F842376,778$23.2M0.47%
50GOLDMAN SACHS GROUP INC COMGSCE67,194$23.1M0.46%
51SCHWAB CHARLES CORP NEW COMSCHW-PJ271,190$22.6M0.45%
52UNITED RENTALS INC COMURI61,706$21.9M0.44%
53LILLY ELI & CO COMLLY59,248$21.7M0.44%
54HOME DEPOT INC COMHD68,279$21.6M0.43%
55BLACKSTONE INC COMBX283,881$21.1M0.42%
56MARSH & MCLENNAN COS INC COM571748102125,360$20.7M0.42%
57ISHARES TR RUSSELL 100046428762296,932$20.4M0.41%
58SPDR SERIES TRUST S&P BIOTECH78464A870245,468$20.4M0.41%
59META PLATFORMS INC CL AMETA168,083$20.2M0.41%
60TEXAS INSTRS INC COM882508104121,151$20.0M0.40%
61MONDELEZ INTL INC CL A609207105300,065$20.0M0.40%
62VANGUARD INDEX FDS MID CAP ETF92290862997,978$20.0M0.40%
63SPDR TR S&P 500SPY52,102$19.9M0.40%
64MCDONALDS CORP COMMCD75,398$19.9M0.40%
65ALPHABET INC CL AGOOG223,538$19.7M0.40%
66FORTIVE CORP COMFTV300,017$19.3M0.39%
67PIMCO ETF TR ENHAN SHRT MAT72201R833187,531$18.5M0.37%
68VGRD FTSE ALL WORLD ETF922042775359,893$18.0M0.36%
69AMERICAN TOWER CORP NEW COM03027X10084,289$17.9M0.36%
70BLACKROCK INC CL ABLK24,704$17.5M0.35%
71S&P GLOBAL INC.SPGI51,868$17.4M0.35%
72CHIPOTLE MEXICAN GRILL INC COMCMG11,952$16.6M0.33%
73ASML HOLDING N V N Y REGISTRY SHSASMLF29,996$16.4M0.33%
74IQVIA HLDGS INC COMIQV78,865$16.2M0.32%
75VANGUARD SHRT-TERM CORP92206C409211,751$15.9M0.32%
76LAUDER ESTEE COS INC CL A51843910464,115$15.9M0.32%
77LOWE'S COS54866110779,593$15.9M0.32%
78CISCO SYS INC COMCSCO332,482$15.8M0.32%
79AES CORP COMAES548,856$15.8M0.32%
80WAL MART STORES INC COMWMT109,807$15.6M0.31%
81ADOBE SYS INC COMADBE46,192$15.5M0.31%
82TRUIST FINL CORP COM89832Q109360,346$15.5M0.31%
83EXXON MOBIL CORP COMXOM133,883$14.8M0.30%
84SUN COMMUNITIES INC866674104101,978$14.6M0.29%
85FIRST REP BK SAN FRANCISCO CCOM33616C100114,784$14.0M0.28%
86CVS CORP COMCVS148,409$13.8M0.28%
87MONOLITHIC PWR SYS INC COM60983910538,345$13.6M0.27%
88O REILLY AUTOMOTIVE INC NEW COM67103H10715,984$13.5M0.27%
89INTUIT COMINTU34,390$13.4M0.27%
90SPDR SER TR S&P DIVID ETF78464A763106,546$13.3M0.27%
91COPART INC COMCPRT218,491$13.3M0.27%
92OLD DOMINION FGHT LINES INC COMODFL46,599$13.2M0.27%
93COMCAST CORPCCZ367,596$12.9M0.26%
94VANGUARD INDEX FDS SMALL CP ETF92290875167,310$12.4M0.25%
95SERVICENOW INC COMNOW31,469$12.2M0.25%
96COCA COLA CO COMKO190,192$12.1M0.24%
97TRAVELERS COMPANIES, INC COMTRV64,387$12.1M0.24%
98ORACLE CORP COMORCL-PD145,264$11.9M0.24%
99KEYSIGHT TECHNOLOGIES INC COMKEYS68,594$11.7M0.24%
100VANGUARD DIVIDEND APPRECIATION ETF92190884477,186$11.7M0.24%
101AMERICAN WTR WKS CO INC NEW COM03042010375,525$11.5M0.23%
102CATERPILLAR INC DEL COMCAT47,106$11.3M0.23%
103BOEING CO COMBA-PA58,811$11.2M0.23%
104CONSTELLATION BRANDS INCSTZ47,762$11.1M0.22%
105MICROSOFT CORP COMMSFT46,057$11.0M0.22%
106ISHARES MSCI EAFE INDEX FUND464287465167,757$11.0M0.22%
107INVESCO QQQ TR UNIT SER 1IVZ41,236$11.0M0.22%
108MASTERCARD INC CL AMA31,563$11.0M0.22%
109VERIZON COMMUNICATIONS COMVZ274,717$10.8M0.22%
110RBC BEARINGS INC COMRBC49,866$10.4M0.21%
111AMERICAN EXPRESS CO COMAXP70,452$10.4M0.21%
112INVESCO EXCH TRADED FD TR IIVAR RATE PFDIVZ460,867$10.3M0.21%
113KINDER MORGAN INC DEL COMEP-PC569,948$10.3M0.21%
114TELEDYNE TECHNOLOGIES INC COMTDY24,967$10.0M0.20%
115DEERE & CO COMDE22,784$9.8M0.20%
116AMGEN INC COMAMGN36,798$9.7M0.19%
117ISHARES SHORT-TERM CORPORATEBOND ETF464288646192,734$9.6M0.19%
118APPLE COMPUTER INC COMAAPL73,867$9.6M0.19%
119UNITY SOFTWARE INC COMU333,635$9.5M0.19%
120STRYKER CORP COMSYK38,217$9.3M0.19%
121GRACO INC COMGGG138,277$9.3M0.19%
122SALESFORCE COM INC COMCRM69,894$9.3M0.19%
123BROWN-FORMAN CORPBF-B140,459$9.2M0.19%
124VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640684,930$9.2M0.18%
125CME GROUP INC COMCME54,629$9.2M0.18%
126EMERSON ELEC CO COMEMR95,298$9.2M0.18%
127ISHARES RUSSELL MIDCAP INDEX464287499135,087$9.1M0.18%
128AMPHENOL CORP NEW CL A032095101119,478$9.1M0.18%
129AIRBNB INC COM CL AABNB105,282$9.0M0.18%
130HENRY JACK & ASSOC INC COM42628110150,417$8.9M0.18%
131DIAMONDS TR UNIT SER 178467X10926,493$8.8M0.18%
132RLI CORP COMRLI66,484$8.7M0.18%
133ILLINOIS TOOL WKS INC COM45230810939,477$8.7M0.17%
134TESLA MTRS INC COMTSLA69,676$8.6M0.17%
135AMERICAN ELEC PWR INC COM02553710189,073$8.5M0.17%
136DOMINOS PIZZA INC COMDPZ24,238$8.4M0.17%
137SCHWAB STRATEGIC TR US DIVIDEND EQ808524797111,082$8.4M0.17%
1383M COMMM68,474$8.2M0.17%
139VANGUARD INDEX FDS REIT ETF92290855399,494$8.2M0.17%
140ISHARES LEHMAN AGGREGATE BONDS46428722684,410$8.2M0.16%
141STARBUCKS CORP COMSBUX80,968$8.0M0.16%
142PDC ENERGY INC COM69327R101124,963$7.9M0.16%
143CIGNA CORP NEW COM12552310022,746$7.5M0.15%
144ADVANCED MICRO DEVICES INC COMAMD116,029$7.5M0.15%
145BUILDERS FIRSTSOURCE INC COMBLDR115,057$7.5M0.15%
146CURTISS WRIGHT CORP COMCW44,522$7.4M0.15%
147STERIS PLC SHS USDSTE39,960$7.4M0.15%
148WEST PHARMACEUTICAL SVSC INCCOM95530610531,042$7.3M0.15%
149SIMON PPTY GROUP INC NEW COM82880610962,107$7.3M0.15%
150EAST WEST BANCORP INC COMEWBC108,857$7.2M0.14%
151BRISTOL MYERS SQUIBB CO COMCELG-RI99,151$7.1M0.14%
152SECTOR SPDR TR TECHNOLOGY81369Y80356,031$7.0M0.14%
153FAIR ISAAC & CO INCFICO11,590$6.9M0.14%
154EQT CORP COMEQT202,869$6.9M0.14%
155SPDR MSCI ACWI X U.S.78463X848280,241$6.7M0.14%
156SIMPSON MANUFACTURING CO INCCOM82907310572,846$6.5M0.13%
157UNION PAC CORP COMUNP31,029$6.4M0.13%
158EAGLE MATERIALS INC COM26969P10847,728$6.3M0.13%
159ALTRIA GROUP INCMO137,968$6.3M0.13%
160ISHARES TR 3 7 YR TREAS BD46428866154,384$6.2M0.13%
161AUTOMATIC DATA PROCESSING INCOMEADP25,709$6.1M0.12%
162INVITATION HOMES INC COMINVH207,202$6.1M0.12%
163ISHARES RUSSELL 1000 GROWTH46428761428,379$6.1M0.12%
164TARGET CORP COMTGT40,448$6.0M0.12%
165ISHARES RUSSELL 2000 GROWTH46428764827,960$6.0M0.12%
166ISHARES RUSSELL 1000 VALUE46428759839,471$6.0M0.12%
167PROCTER & GAMBLE CO COM74271810938,365$5.8M0.12%
168BJS WHSL CLUB HLDGS INC COM05550J10187,625$5.8M0.12%
169ISHARES NON-US STOCKS464288240127,305$5.8M0.12%
170FACTSET RESH SYS INC COM30307510514,434$5.8M0.12%
171GRAPHIC PACKAGING HLDG CO COMGPK259,587$5.8M0.12%
172VANGUARD INDEX FDS S&P 500 ETF SHS92290836316,415$5.8M0.12%
173INTERNATIONAL BUSINESS MACHSCOMINTR40,825$5.8M0.12%
174MCKESSON CORP COMMCK15,139$5.7M0.11%
175ISHARES TR INTRM GOV CR ETF46428861254,856$5.6M0.11%
176UNITED PARCEL SERVICE INC CL BUPS31,997$5.6M0.11%
177ISHARES TR RUSSELL 300046428768925,026$5.5M0.11%
178OLLIES BARGAIN OUTLT HLDGS ICOM681116109115,397$5.4M0.11%
179PROLOGIS INC COMPLDGP47,658$5.4M0.11%
180WD-40 CO COMWDFC32,784$5.3M0.11%
181NUVEEN CA QUALTY MUN INCOME COMNU459,952$5.1M0.10%
182BROWN & BROWN INC COMBRO89,287$5.1M0.10%
183COINBASE GLOBAL INC COM CL ACOIN142,901$5.1M0.10%
184BOOT BARN HLDGS INC COMBOOT80,324$5.0M0.10%
185ISHARES MSCI EMERGING MKTS464287234131,384$5.0M0.10%
186DIMENSIONAL ETF TRUST US SMALL CAP ETF25434V50096,040$4.9M0.10%
187VANGUARD SHORT-TERM TREASURY ETF92206C10283,652$4.8M0.10%
188HESS CORP COMHESM33,943$4.8M0.10%
189J P MORGAN CHASE & CO COMVYLD35,389$4.7M0.10%
190WELLS FARGO & CO NEW COM949746101113,913$4.7M0.09%
191MONGODB INC CL AMDB23,508$4.6M0.09%
192NEXTERA ENERGY INC COMNEE-PW55,267$4.6M0.09%
193ISHARES MSCI EAFE VALUE INDX46428887798,893$4.5M0.09%
194J & J SNACK FOODS CORP COMJJSF30,215$4.5M0.09%
195CITIGROUP INC COM NEWC-PR97,077$4.4M0.09%
196TOPBUILD CORP COMBLD27,565$4.3M0.09%
197SVB FINANCIAL GROUP COM78486Q10118,627$4.3M0.09%
198VISA INC COM CL AV20,489$4.3M0.09%
199JOHNSON & JOHNSON COMJNJ23,994$4.2M0.09%
200VANGUARD INDEX FDS LARGE CAP ETF92290863724,228$4.2M0.08%
201ALPHABET INC CL CGOOG47,195$4.2M0.08%
202VANGUARD BD INDEX FD INC SHORT TRM BOND92193782755,417$4.2M0.08%
203VANGUARD INDEX FDS SM CP VAL ETF92290861125,979$4.1M0.08%
204SPDR HEALTH CARE SEL81369Y20930,091$4.1M0.08%
205ISHARES S&P CAL AMT-FREE MUNIS46428835672,263$4.1M0.08%
206GILEAD SCIENCES INC COMGILD46,264$4.0M0.08%
207ISHARES S&P NATIONAL MUNIS AMT-FREE46428841437,466$4.0M0.08%
208PORTLAND GEN ELEC CO COM NEW73650884780,257$3.9M0.08%
209ALEXANDRIA REAL ESTATE EQ INCOM01527110926,592$3.9M0.08%
210BANK OF AMERICA CORPORATION COM060505104115,238$3.8M0.08%
211HYATT HOTELS CORP COM CL AH41,814$3.8M0.08%
212GENUINE PARTS CO COMGPC21,478$3.7M0.07%
213WINGSTOP INC COMWING26,886$3.7M0.07%
214NOVARTIS A G SPONSORED ADRNVSEF40,698$3.7M0.07%
215TERADYNE INC COMTER42,191$3.7M0.07%
216FOX FACTORY HLDG CORP COMFOXF40,299$3.7M0.07%
217GENTEX CORPGNTX133,703$3.6M0.07%
218ISHARES RUSSELL 2000 INDEX46428765520,832$3.6M0.07%
219OTTER TAIL CORP COMOTTR61,864$3.6M0.07%
220DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807119,178$3.6M0.07%
221INTEL CORP COMINTC132,966$3.5M0.07%
222PROGRESS SOFTWARE CORP COM74331210067,947$3.4M0.07%
223VANGUARD EMERGING MARKET EQUITY ETF92204285887,144$3.4M0.07%
224COLGATE PALMOLIVE CO COMCL42,975$3.4M0.07%
225SPDR GOLD TRUST GOLD SHSGLD19,872$3.4M0.07%
226VANGUARD INDEX FDS STK MRK ETF92290876917,401$3.3M0.07%
227APTIV PLC SHSAPTV35,542$3.3M0.07%
228HF SINCLAIR CORP COMDINO63,501$3.3M0.07%
229ROBLOX CORP CL ARBLX115,748$3.3M0.07%
230NORTHROP GRUMMAN CORPNOC5,942$3.2M0.07%
231RPM INTERNATIONAL INC (DELA)74968510333,034$3.2M0.06%
232SPDR SERIES TRUST BARC CAPTL ETF78464A474107,166$3.1M0.06%
233DIAGEO P L C SPNSRD ADR NEWDGEAF17,646$3.1M0.06%
234ISHARES DJ SELECT DIVIDEND INDEX46428716826,042$3.1M0.06%
235CHUBB LTDCB14,082$3.1M0.06%
236ISHARES GLOBAL INTERMEDIATE CREDIT INDEX46428863862,689$3.1M0.06%
237QUALCOMM INC COMQCOM28,177$3.1M0.06%
238NXP SEMICONDUCTORS N V COMNXPI19,588$3.1M0.06%
239LAM RESEARCH CORP COMLRCX7,358$3.1M0.06%
240CHEVRON CORP COMCVX16,986$3.0M0.06%
241CSX CORP COMCSX98,433$3.0M0.06%
242AMN HEALTHCARE SERVICES INC COM00174410128,998$3.0M0.06%
243LOCKHEED MARTIN CORP COMLMT6,098$3.0M0.06%
244STARWOOD PPTY TR INC COMSTHO160,626$2.9M0.06%
245AVANTOR INC COMAVTR137,851$2.9M0.06%
246PROCORE TECHNOLOGIES INC COMPCOR58,892$2.8M0.06%
247ABBVIE INC COMABBV17,149$2.8M0.06%
248ISHR S&P U.S. PRD STK46428868790,578$2.8M0.06%
249VANGUARD INDEX FDS GROWTH ETF92290873612,937$2.8M0.06%
250SELECT SECTOR SPDR TR SBI CONS DISCR81369Y40720,913$2.7M0.05%
251HOME DEPOT INC COMHD8,539$2.7M0.05%
252DATADOG INC CL A COMDDOG36,355$2.7M0.05%
253PEPSICO INC COMPEP14,782$2.7M0.05%
254POOL CORPORATION COMPOOL8,760$2.6M0.05%
255ISHARES GOLD TR ISHARES NEWIAU74,857$2.6M0.05%
256NUSHARES ETF TR NUVEEN ESG MIDCPNU72,993$2.6M0.05%
257INVESCO VARIABLE RATE INVESTIVZ103,876$2.6M0.05%
258SPDR BBG BARC HIGH YIELD BND78468R62228,392$2.6M0.05%
259NOVO-NORDISK A S ADRNONOF18,724$2.5M0.05%
260ETF S&P 500 GROWTH46428730942,849$2.5M0.05%
261ABBOTT LABS COMABLZF22,798$2.5M0.05%
262SELECT SECTOR SPDR TR FINANCIALS81369Y60573,021$2.5M0.05%
263TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910033,515$2.5M0.05%
264BLOCK INC CL ABSQKZ39,130$2.5M0.05%
265GALLAGHER ARTHUR J & CO COM36357610913,014$2.5M0.05%
266INTUITIVE SURGICAL INCISRG8,927$2.4M0.05%
267SPS COMM INC COMSPSC18,301$2.4M0.05%
268ATMOS ENERGY CORP COMATO20,788$2.3M0.05%
269MCDONALDS CORP COMMCD8,816$2.3M0.05%
270RENAISSANCERE HLDGS LTD COMRNR-PG12,531$2.3M0.05%
271GENERAL DYNAMICS CORP COMGD9,295$2.3M0.05%
272SPDR SERIES TRUST INTR TRM CORP BD78464A37572,194$2.3M0.05%
273PAYCHEX INC COMPAYX19,763$2.3M0.05%
274DANAHER CORP DEL COM2358511028,584$2.3M0.05%
275NUSHARES ETF TR NUVEEN ESG SMLCPNU66,640$2.3M0.05%
276AMAZON COM INC COMAMZN27,033$2.3M0.05%
277VANGUARD FTSE DEVELOPED MARKETS92194385853,923$2.3M0.05%
278SELECT SECTOR SPDR TR COMMUNICATION81369Y85246,988$2.3M0.05%
279UNILEVER PLC SPON ADR NEWUNLYF44,472$2.2M0.05%
280KIMBERLY CLARK CORP COMKMB16,388$2.2M0.04%
281MERCK & CO INC COMMRK19,929$2.2M0.04%
282ACTIVISION BLIZZARD INC COM00507V10928,602$2.2M0.04%
283STARBUCKS CORP COMSBUX21,888$2.2M0.04%
284ARES CAPITAL CORP COMARCC116,964$2.2M0.04%
285HOULIHAN LOKEY INC CL AHLI24,706$2.2M0.04%
286CONOCOPHILLIPSCOP18,072$2.1M0.04%
287MIDCAP SPDR TR UNIT SER 1MDY4,759$2.1M0.04%
288UBER TECHNOLOGIES INC COMUBER84,978$2.1M0.04%
289FIVE BELOW INC COMFIVE11,858$2.1M0.04%
290DOW INC COMDOW41,605$2.1M0.04%
291GUIDEWIRE SOFTWARE INC COMGWRE32,205$2.0M0.04%
292ISHARES RUSSELL MIDCAP VALUE46428747319,081$2.0M0.04%
293WASTE MGMT INC DEL COM94106L10912,657$2.0M0.04%
294INMODE LTD SHSINMD54,967$2.0M0.04%
295VANGUARD WORLD FD ESG US STK ETF92191073329,014$1.9M0.04%
296EMERSON ELEC CO COMEMR19,756$1.9M0.04%
297SPDR INDUSTRIAL IDX81369Y70419,259$1.9M0.04%
298DARDEN RESTAURANTS INC COMDRI13,659$1.9M0.04%
299SIGNATURE BANK82669G10416,320$1.9M0.04%
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301RETAIL OPPORTUNITY INVTS CORCOM76131N101122,672$1.8M0.04%
302AT&T INC COMT-PC99,637$1.8M0.04%
303CANADIAN PAC RY LTD COM13645T10024,539$1.8M0.04%
304TJX COS INC NEW COM87254010922,710$1.8M0.04%
305BROADRIDGE FINL SOLUTIONS INCOM11133T10313,353$1.8M0.04%
306INVESCO EXCHNG TRADED FD TR TAXABLE MUN BDIVZ68,817$1.8M0.04%
307ROPER INDS INC NEW COMROP4,070$1.8M0.04%
308SCHWAB STRATEGIC TR US SML CAP ETF80852460742,976$1.7M0.04%
309ENERGY SELECT SECTOR SPDR81369Y50619,880$1.7M0.03%
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312HONEYWELL INTL INC COM4385161068,001$1.7M0.03%
313MARSH & MCLENNAN COS INC COM57174810210,360$1.7M0.03%
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315PFIZER INC COMPFE32,472$1.7M0.03%
316CORTEVA INC COMCTVA28,302$1.7M0.03%
317ISHARES S&P MIDCAP 400 INDEX4642875076,841$1.7M0.03%
318MCCORMICK & CO INC COM NON VTGMKC-V19,921$1.7M0.03%
319BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A5,334$1.6M0.03%
320NEXTERA ENERGY INC COMNEE-PW19,644$1.6M0.03%
321DISNEY WALT CO COM DISNEY25468710618,818$1.6M0.03%
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323UNITEDHEALTH GROUP INC COMUNH3,055$1.6M0.03%
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325VANGUARD BD INDEX FD INC TOTAL BND MRKT92193783522,076$1.6M0.03%
326OSHKOSH CORP COMOSK17,828$1.6M0.03%
327AMERISOURCEBERGEN CORP COMCOR9,470$1.6M0.03%
328BECTON DICKINSON & CO COMBDX6,136$1.6M0.03%
329GSK PLC SPONSORED ADRGLAXF44,170$1.6M0.03%
330SPDR SER TR PORTFOLIO S&P50078464A85433,769$1.5M0.03%
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332PACCAR INC COMPCAR14,763$1.5M0.03%
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334VANGUARD WORLD FDS INF TECH ETF92204A7024,436$1.4M0.03%
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336ISHARES S&P MIDCAP 400 GROWTH46428760620,660$1.4M0.03%
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338PAYPAL HLDGS INC COMPYPL19,280$1.4M0.03%
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343ISHARES TR CORE MSCI EAFE46432F84221,434$1.3M0.03%
344NETFLIX INC COMNFLX4,458$1.3M0.03%
345CATERPILLAR INC DEL COMCAT5,473$1.3M0.03%
346VANGUARD INDEX FDS MID CAP ETF9229086296,429$1.3M0.03%
347AIR PRODS & CHEMS INC COMAIIR4,250$1.3M0.03%
348TYLER TECHNOLOGIES INC COMTYL4,057$1.3M0.03%
349NUSHARES ETF TR NUVEEN ESG MIDCPNU36,900$1.3M0.03%
350ISHARES TR U.S. AER&DEF ETF46428876011,524$1.3M0.03%
351EVEREST REINSURANCE GROUP LTDEG3,841$1.3M0.03%
352ASTRAZENECA PLC SPONSORED ADRAZN18,538$1.3M0.03%
3533M COMMM10,427$1.3M0.03%
354INTERNATIONAL FLAVORS&FRAGRACOM45950610111,888$1.2M0.03%
355GENERAL MLS INC COM37033410414,767$1.2M0.02%
356UNITED PARCEL SERVICE INC CL BUPS7,110$1.2M0.02%
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358ISHARES S&P SMCAP 600 GROWTH46428788711,308$1.2M0.02%
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360M & T BK CORP COM55261F1048,330$1.2M0.02%
361DIGITAL TURBINE INC COM NEWAPPS79,256$1.2M0.02%
362NORFOLK SOUTHERN CORP COM6558441084,899$1.2M0.02%
363EXXON MOBIL CORP COMXOM10,930$1.2M0.02%
364RAYTHEON TECHNOLOGIES CORP COMRTX11,750$1.2M0.02%
365XYLEM INC COMXYL10,704$1.2M0.02%
366ISHARES INC MSCI EMRG CHN46434G76424,873$1.2M0.02%
367BLACKROCK INC CL ABLK1,640$1.2M0.02%
368MORGAN STANLEY DEAN WITTER & CO NEWMS-PQ13,593$1.2M0.02%
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370INTERPUBLIC GROUP COS INC COMINTR34,525$1.1M0.02%
371NVIDIA CORP COMNVDA7,834$1.1M0.02%
372TE CONNECTIVITY LTD SHSTEL9,967$1.1M0.02%
373ISHARES TR FLTG RATE BD ETF46429B65522,605$1.1M0.02%
374ELEVANCE HEALTH INCELV2,211$1.1M0.02%
375LIBERTY BROADBAND CORP COM SER CLBRDP14,823$1.1M0.02%
376KEMPER CORP DEL COMKMPB22,931$1.1M0.02%
377ACCENTURE PLC IRELAND SHS CLASS AACN4,192$1.1M0.02%
378ESSENTIAL UTILS INC COM29670G10223,133$1.1M0.02%
379AMERICAN WTR WKS CO INC NEW COM0304201037,232$1.1M0.02%
380ARES COML REAL ESTATE CORP COM04013V108105,550$1.1M0.02%
381FIRST SOLAR INC COMFSLR7,250$1.1M0.02%
382ISHARES TR MSCI USA MIN VOL46429B69715,051$1.1M0.02%
383ILLINOIS TOOL WKS INC COM4523081094,902$1.1M0.02%
384CB RICHARD ELLIS GROUP INC.CBRE14,026$1.1M0.02%
385VANGUARD WORLD FDS ENERGY ETF92204A3068,863$1.1M0.02%
386COCA COLA CO COMKO16,897$1.1M0.02%
387RIO TINTO PLC SPONSORED ADRRTNTF14,956$1.1M0.02%
388CARRIER GLOBAL CORPORATION COMCARR25,797$1.1M0.02%
389BIOGEN IDEC INCBIIB3,835$1.1M0.02%
390VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325055,034$1.1M0.02%
391CACI INTL INC CL A1271903043,525$1.1M0.02%
392CHUBB LTDCB4,800$1.1M0.02%
393SEMPRA ENERGY COMSREA6,838$1.1M0.02%
394INTERNATIONAL BUSINESS MACHSCOMINTR7,389$1.0M0.02%
395MARKEL CORP COMMKL776$1.0M0.02%
396SPDR SER TR PORTFOLIO AGRGTE78464A64940,580$1.0M0.02%
397VANGUARD WORLD FDS HEALTH CAR ETF92204A5044,088$1.0M0.02%
398AON PLC SHS CL AAON3,369$1.0M0.02%
399COOPER COS INC COM NEW2166484023,041$1.0M0.02%
400BOOKING HOLDINGS INCBKNG498$1.0M0.02%
401WELLS FARGO & CO NEW COM94974610124,295$1.0M0.02%
402SPDR SERIES TRUST S&P BIOTECH78464A87012,066$1.0M0.02%
403LINDE PLC SHSLIN3,046$993,5080.02%
404ALPHABET INC CL AGOOG11,240$991,7000.02%
405VANGUARD INDEX FDS MCAP VL IDXVIP9229085127,325$990,6280.02%
406MARATHON PETE CORP COMMARA8,500$989,3120.02%
407USCF ETF TR MIDSTREAM ENERGY90290T88229,115$974,4780.02%
408GILEAD SCIENCES INC COMGILD11,307$970,7020.02%
409AMGEN INC COMAMGN3,694$970,1540.02%
410INVESCO S&P 500 EQUAL WEIGHTIVZ6,864$969,5380.02%
411WESTERN UN CO COMWU70,189$966,5000.02%
412SCHWAB STRATEGIC TR US MID-CAP ETF80852450814,726$966,1640.02%
413PHILIP MORRIS INTL INC COM7181721099,520$963,5120.02%
414AUTOMATIC DATA PROCESSING INCOMEADP3,991$953,2890.02%
415VANGUARD SCOTTSDALE FDS VNG RUS3000IDX92206C5995,549$953,0400.02%
416ISHARES RUSSEL MIDCAP GROWTH46428748111,378$951,2000.02%
417ASSURANT INC COMAIZN7,582$948,2040.02%
418DUKE ENERGY CORP NEW COM NEWDUKB9,172$944,6150.02%
419SYNCHRONY FINANCIAL COMSYF-PB28,708$943,3090.02%
420AFLAC INC COMAFL13,044$938,3790.02%
421INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ21,200$932,8000.02%
422SHELL PLC SPON ADSRYDAF16,347$930,9550.02%
423VANGUARD WORLD FDS CONSUM DIS ETF92204A1084,210$922,0720.02%
424IDEXX LABS INC COM45168D1042,258$921,1480.02%
425EDWARDS LIFESCIENCES CORP COMEW12,281$916,2810.02%
426ISHARES TR MSCI KLD400 SOC46428857012,742$914,7470.02%
427KRAFT HEINZ CO COMKHC22,183$902,8430.02%
428EOG RES INC COMEOG6,953$900,5480.02%
429TETRA TECH INCTTEK6,200$900,1780.02%
430ISHARES TR MSCI EAFE ESG OP46435G51613,664$898,2690.02%
431AGILENT TECHNOLOGIES INC COMA5,901$883,0800.02%
432NUSHARES ETF TR NUVEEN ESG INTLNU33,945$875,4410.02%
433ARCHER DANIELS MIDLAND CO COMADM9,380$870,9310.02%
434SCHWAB CHARLES CORP NEW COMSCHW-PJ10,459$870,8130.02%
435MEDTRONIC PLC SHSMDT11,204$870,7660.02%
436TOTAL FINA S A SPONSORED ADRTTE13,911$863,5850.02%
437TEXAS PACIFIC LAND CORPORATICOMTPL366$857,9870.02%
438AMCOR PLC ORDAMCCF71,056$846,2570.02%
439GOLDMAN SACHS GROUP INC COMGSCE2,459$844,3650.02%
440OTIS WORLDWIDE CORP COMOTIS10,668$835,3730.02%
441TYSON FOODS INC CL ATSN13,414$834,9990.02%
442QUALCOMM INC COMQCOM7,548$829,8250.02%
443ISHARES TR ESG AWARE MSCI46435U66325,000$822,0000.02%
444BRITISH AMERN TOB PLC SPONSORED ADR11044810720,499$819,3410.02%
445ISHARES INVEST. GRADE CORP BONDS4642872427,746$816,6560.02%
446EATON CORP PLC SHSETN5,193$815,0350.02%
447VGRD EUROPE ETF92204287414,695$814,5330.02%
448ISHARES TR RUSEL 2500 ETF46435G26815,309$813,3660.02%
449VANGUARD MUN BD FDS TAX EXEMPT BD92290774616,422$812,7200.02%
450VANGUARD WELLINGTON FD US VALUE FACTR9219358058,233$812,3490.02%
451SYSCO CORP COMSYY10,480$801,1920.02%
452CHIPOTLE MEXICAN GRILL INC COMCMG573$795,0270.02%
453SCHWAB STRATEGIC TR EMRG MKTEQ ETF80852470633,596$794,8810.02%
454FEDEX CORP COMFDX4,566$790,8300.02%
455EVERSOURCE ENERGY COMES9,309$780,4530.02%
456BRISTOL MYERS SQUIBB CO COMCELG-RI10,780$775,6200.02%
457CABLE ONE INC COMCABO1,089$775,1950.02%
458JACOBS SOLUTIONS INC COMJ6,438$773,0100.02%
459VALERO ENERGY CORP NEW COMVLO6,085$771,9400.02%
460WEYERHAEUSER CO COMWY24,810$769,1100.02%
461BROADCOM INCAVGO1,375$768,7990.02%
462DOUBLELINE INCOME SOLUTIONS COMDSL68,717$762,0450.02%
463GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF26,616$753,2250.02%
464T-MOBILE US INC COMTMUSZ5,374$752,3600.02%
465PALO ALTO NETWORKS INC COMPANW5,376$750,1620.02%
466NOVARTIS A G SPONSORED ADRNVSEF8,122$736,8270.01%
467BANK NEW YORK MELLON CORP COM06405810016,180$736,5130.01%
468ISHARE BIOTECH4642875565,602$735,4660.01%
469REXFORD INDL RLTY INC COM76169C10013,362$729,9560.01%
470MONDELEZ INTL INC CL A60920710510,808$720,3460.01%
471VANGUARD INDEX FDS EXTEND MKT ETF9229086525,358$711,8520.01%
472MERCADOLIBRE INC COMMELI838$709,1360.01%
473AMERICAN EXPRESS CO COMAXP4,668$689,6920.01%
474ISHARES NATIONAL 0-5 YR MUNIS4642881586,608$689,0120.01%
475APOLLO GLOBAL MGMT INC COM03769M10610,776$687,4000.01%
476CORNING INC COMGLW21,469$685,5000.01%
477LEGGETT & PLATT INC COMLEG21,113$680,2440.01%
478ISHARES INC MSCI EM ESG OPZ46434G86322,540$677,5500.01%
479ORACLE CORP COMORCL-PD8,218$671,7380.01%
480CLOROX CO DEL COMCLX4,777$670,3510.01%
481NUSHARES ETF TR NUVEEN ESG MIDVLNU22,523$670,0580.01%
482BHP BILLITON LTD SPONSORED ADRBHPLF10,732$665,8050.01%
483ISHARES SHORT-TERM CORPORATEBOND ETF46428864613,282$661,5710.01%
484GUGGENHEIM TAXABLE MUNI BD& INVST GRADE DEBIT TR40166410740,228$658,1260.01%
485CELANESE CORP DEL COMCE6,432$657,6060.01%
486ISHARES RUSSELL 3000 GROWTH4642876718,000$652,1600.01%
487CVS CORP COMCVS6,983$650,7400.01%
488ENTERPRISE PRODS PARTNERS L COM29379210726,859$647,5690.01%
489ISHARES TR MSCI ACWI INDX4642882577,619$646,6960.01%
490SPDR SER TR SHT TRM HGH YLD78468R40826,569$643,7590.01%
491AMERICAN TOWER CORP NEW COM03027X1003,033$642,5640.01%
492YUM BRANDS INCYUM5,016$642,4410.01%
493ISHARESTR 1-3 YR TRS BD4642874577,834$635,8780.01%
494INTEL CORP COMINTC24,057$635,8230.01%
495SONY CORP ADR NEWSNEJF8,300$633,1160.01%
496DOMINION RES INC VA NEW COMD10,322$632,8350.01%
497NUVEEN QUALITY PFD INCOME FDCOMNU91,763$623,9850.01%
498DUPONT DE NEMOURS INC COMDD9,031$619,7660.01%
499TORONTO DOMINION BK ONT COM NEWTORO9,556$618,8420.01%
500SHERWIN WILLIAMS CO COMSHW2,592$615,1530.01%