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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

Colonial Trust Co / SC

Quarter ended Q2 2023 · Filed May 11, 2023 · Accession 0001398344-23-009513

Total Value
$393.4M
Positions
898
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL138,129$22.8M5.86%
2MICROSOFT CORP COMMSFT55,102$15.9M4.09%
3ISHARES CORE S&P 500 ETF46428720020,529$8.4M2.17%
4JOHNSON & JOHNSON COMJNJ44,459$6.9M1.77%
5LILLY ELI & CO COMLLY19,663$6.8M1.74%
6UNITEDHEALTH GROUP INC COMUNH13,730$6.5M1.67%
7ISHARES CORE DIVIDEND GROWTH ETF46434V621129,149$6.5M1.66%
8HOME DEPOT INC COMHD21,786$6.4M1.65%
9VISA INC COM CL AV27,539$6.2M1.60%
10PEPSICO INC COMPEP32,854$6.0M1.54%
11CHEVRON CORP NEW COMCVX33,178$5.4M1.39%
12AMAZON COM INC COMAMZN51,200$5.3M1.36%
13ALPHABET INC CAP STK CL AGOOG47,890$5.0M1.28%
14JPMORGAN CHASE & CO COMVYLD38,085$5.0M1.28%
15JPMORGAN ULTRA-SHORT INCOME ETF46641Q83797,543$4.9M1.26%
16PROCTER AND GAMBLE CO COM74271810932,770$4.9M1.25%
17COSTCO WHSL CORP NEW COM22160K1059,761$4.9M1.25%
18UNION PAC CORP COMUNP23,220$4.7M1.20%
19ORACLE CORP COMORCL-PD49,759$4.6M1.19%
20DUKE ENERGY CORP NEW COM NEWDUKB47,843$4.6M1.19%
21ACCENTURE PLC IRELAND SHS CLASS AACN15,987$4.6M1.18%
22WASTE MGMT INC DEL COM94106L10926,108$4.3M1.10%
23AIR PRODS & CHEMS INC COMAIIR14,816$4.3M1.09%
24ISHARES FLOATING RATE BOND ETF46429B65582,564$4.2M1.07%
25EATON CORP PLC SHSETN24,025$4.1M1.06%
26ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V10083,901$4.1M1.05%
27ISHARES S&P MIDCAP FUND46428750716,093$4.0M1.04%
28HUMANA INC COMHUM7,819$3.8M0.98%
29PALO ALTO NETWORKS INC COMPANW18,942$3.8M0.97%
30CONOCOPHILLIPS COMCOP35,867$3.6M0.92%
31COCA COLA CO COMKO56,987$3.5M0.91%
32PHILLIPS 66 COMPSX32,971$3.3M0.86%
33BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A10,818$3.3M0.86%
34APPLIED MATLS INC COM03822210526,911$3.3M0.85%
35TEXAS INSTRS INC COM88250810417,704$3.3M0.85%
36NIKE INC CL BNKE26,181$3.2M0.83%
37STRYKER CORPORATION COMSYK11,055$3.2M0.81%
38GOLDMAN SACHS GROUP INC COMGSCE9,591$3.1M0.81%
39WALMART INC COMWMT21,245$3.1M0.81%
40ALPHABET INC CAP STK CL CGOOG30,064$3.1M0.80%
41WALT DISNEY CO25468710630,903$3.1M0.80%
42CISCO SYS INC COMCSCO58,985$3.1M0.79%
43ISHARES MSCI INTL QUALITY FACTOR ETF46434V45683,358$2.9M0.76%
44BLACKSTONE GROUP INC COMBX33,239$2.9M0.75%
45CINTAS CORP COMCTAS6,133$2.8M0.73%
46TRANE TECHNOLOGIES PLC SHSTT14,576$2.7M0.69%
47SPDR S&P 500 ETFSPY6,377$2.6M0.67%
48COMCAST CORP NEW CL ACCZ66,016$2.5M0.64%
49VERIZON COMMUNICATIONS INC COMVZ63,739$2.5M0.64%
50LOCKHEED MARTIN CORP COMLMT5,211$2.5M0.63%
51EXXON MOBIL CORP COMXOM21,709$2.4M0.61%
52PFIZER INC COMPFE55,700$2.3M0.58%
53TJX COS INC NEW COM87254010928,318$2.2M0.57%
54LOWES COS INC COM54866110710,855$2.2M0.56%
55ABBOTT LABS COMABLZF21,170$2.1M0.55%
56HERSHEY CO COMHSY8,372$2.1M0.55%
57NVIDIA CORPORATION COMNVDA7,483$2.1M0.53%
58ISHARES CORE MSCI EAFE ETF46432F84230,601$2.0M0.53%
59ISHARES CORE MSCI EMERGING MARKETS ETF46434G10341,084$2.0M0.52%
60META PLATFORMS INC CL AMETA9,011$1.9M0.49%
61AMERICAN EXPRESS CO COMAXP10,839$1.8M0.46%
62DIAGEO PLC SPON ADR NEWDGEAF9,333$1.7M0.43%
63WP CAREY INC COM92936U10921,474$1.7M0.43%
64ISHARES S&P SMALL-CAP FUND46428780417,025$1.6M0.42%
65TRUIST FINL CORP COM89832Q10947,995$1.6M0.42%
66ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755612,363$1.6M0.41%
67STERIS PLC SHS USDSTE8,317$1.6M0.41%
68VANGUARD MID-CAP GROWTH INDEX FUND9229085387,800$1.5M0.39%
69MERCK & CO. INC COMMRK14,135$1.5M0.39%
70ISHARES RUSSELL 1000 GROWTH ETF4642876146,066$1.5M0.38%
71ZOETIS INC CL AZTS8,897$1.5M0.38%
72DEERE & CO COMDE3,554$1.5M0.38%
73BORGWARNER INC COMBWA29,553$1.5M0.37%
74EOG RES INC COMEOG12,608$1.4M0.37%
75SCHWAB CHARLES CORP COMSCHW-PJ27,191$1.4M0.37%
76FEDEX CORP COMFDX6,123$1.4M0.36%
77ABBVIE INC COMABBV8,219$1.3M0.34%
78DIGITAL RLTY TR INC COM25386810313,300$1.3M0.34%
79ISHARES RUSSELL 1000 VALUE ETF4642875988,453$1.3M0.33%
80SPDR GOLD SHARESGLD6,744$1.2M0.32%
81UNITED PARCEL SERVICE INC CL BUPS5,921$1.1M0.30%
82MCDONALDS CORP COMMCD4,055$1.1M0.29%
83ISHARES CORE 1-5 YEAR USD BOND ETF46432F85923,847$1.1M0.29%
84AMERICAN WTR WKS CO INC NEW COM0304201037,606$1.1M0.29%
85ECOLAB INC COMECL6,710$1.1M0.29%
86RAYTHEON TECHNOLOGIES CORP COMRTX10,762$1.1M0.27%
87PAYPAL HLDGS INC COMPYPL13,028$989,3460.25%
88REALTY INCOME CORP COMO15,058$953,4730.25%
89INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ44,322$912,5900.23%
90LULULEMON ATHLETICA INC COMLULU2,427$883,8890.23%
91SENSATA TECHNOLOGIES HLDG PLC SHSST17,294$865,0460.22%
92INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ40,922$829,8980.21%
93CME GROUP INC COMCME4,299$823,3440.21%
94REGIONS FINANCIAL CORP NEW COMRF-PF43,984$816,3490.21%
95INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ41,522$795,5620.20%
96BRISTOL-MYERS SQUIBB CO COMCELG-RI11,388$789,3020.20%
97VANGUARD VALUE INDEX FUND9229087445,436$750,7660.19%
98CATERPILLAR INC COMCAT3,233$739,8400.19%
99QUEST DIAGNOSTICS INC COMDGX5,224$739,0920.19%
100BLACKROCK INC COMBLK1,091$730,0100.19%
101INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ37,671$727,2390.19%
102VANGUARD TOTAL BOND MARKET INDEX FUND9219378359,738$718,9570.18%
103S&P GLOBAL INC COMSPGI2,084$718,5010.18%
104ISHARES RUSSELL MID-CAP VALUE ETF4642874736,733$715,0790.18%
105AMERICAN ELEC PWR CO INC COM0255371017,765$706,5370.18%
106SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88921,852$701,8860.18%
107CSX CORP COMCSX22,910$685,9250.18%
108KIMBERLY-CLARK CORP COMKMB5,080$681,8380.18%
109ISHARES CORE S&P U.S. GROWTH ETF4642876717,572$672,1660.17%
110MEDTRONIC PLC SHSMDT8,316$670,4360.17%
111ISHARES COMEX GOLD TRUSTIAU17,864$668,1080.17%
112VANGUARD MID-CAP VALUE INDEX FUND9229085124,880$654,2620.17%
113ISHARES RUSSELL MID-CAP GROWTH ETF4642874817,142$650,2720.17%
114ISHARES MSCI USA VALUE FACTOR ETF46432F3886,936$634,2970.16%
115DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70824,530$625,0240.16%
116THERMO FISHER SCIENTIFIC INC COMTMO1,075$619,5980.16%
117CIGNA CORP NEW COM1255231002,349$600,2400.15%
118ISHARES MSCI USA QUALITY FACTOR ETF46432F3394,677$580,2520.15%
119BK OF AMERICA CORP COM06050510420,245$579,0140.15%
120INVESCO BULLETSHARES 2023 CORPORATE BOND ETFIVZ27,350$576,5380.15%
121NORFOLK SOUTHN CORP COM6558441082,713$575,1560.15%
122QUALCOMM INC COMQCOM4,494$573,3450.15%
123STARBUCKS CORP COMSBUX5,444$566,8840.15%
124FIDELITY HIGH DIVIDEND ETF31609284014,442$545,7330.14%
125ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864610,784$545,0230.14%
126MASTEC INC COMMTZ5,651$533,6800.14%
127TARGET CORP COMTGT3,161$523,5560.13%
128ISHARES MSCI USA MIN VOL FACTOR ETF46429B6977,161$520,8910.13%
129ISHARES MSCI EAFE ETF4642874657,282$520,8360.13%
130NEXTERA ENERGY INC COMNEE-PW6,743$519,7500.13%
131BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410515,789$516,6160.13%
132VANGUARD GROWTH INDEX FUND9229087362,070$516,3410.13%
133YUM BRANDS INC COMYUM3,777$498,8660.13%
134VANGUARD SMALL-CAP INDEX FUND9229087512,617$496,0580.13%
135ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885136,545$494,4750.13%
136AUTOMATIC DATA PROCESSING INC COMADP2,218$493,7930.13%
137BOOKING HOLDINGS INC COMBKNG184$488,0430.13%
138ANALOG DEVICES INC COMADI2,471$487,3310.13%
139GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF5,992$479,7790.12%
140ISHARES SELECT DIVIDEND ETF4642871684,063$476,0770.12%
141ISHARES RUSSELL 2000 GROWTH ETF4642876482,055$466,1150.12%
142DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88019,922$459,4010.12%
143ISHARES RUSSELL 2000 VALUE ETF4642876303,410$459,0200.12%
144INTERNATIONAL BUSINESS MACHS COMINTR3,482$456,4550.12%
145DOMINION ENERGY INC COMD7,949$444,4550.11%
146AFLAC INC COMAFL6,861$442,6990.11%
147VANGUARD MID-CAP INDEX FUND9229086292,084$439,4800.11%
148MARTIN MARIETTA MATLS INC COM5732841061,237$439,2090.11%
149DANAHER CORPORATION COM2358511021,711$431,2400.11%
150DIMENSIONAL US MARKETWIDE VALUE ETF25434V72412,688$424,7940.11%
151ANTHEM INC COMELV920$423,0250.11%
152HONEYWELL INTL INC COM4385161062,187$417,9790.11%
153ISHARES RUSSELL 2000 ETF4642876552,337$416,8390.11%
154ADOBE SYSTEMS INCORPORATED COMADBE1,081$416,5850.11%
155GENERAL DYNAMICS CORP COMGD1,810$413,0600.11%
156SCHLUMBERGER LTD COMSLB8,293$407,1860.10%
157ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3962,840$394,8740.10%
158BROADCOM INC COMAVGO613$393,2640.10%
159GENERAL ELECTRIC CO COM3696043014,087$390,7170.10%
160OCCIDENTAL PETE CORP COM6745991056,206$387,4550.10%
161ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4079,140$380,9550.10%
162PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8333,764$373,5770.10%
163ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871504,059$367,5420.09%
164CORNING INC COMGLW10,264$362,1140.09%
165CHURCH & DWIGHT CO INC COMCHD3,930$347,4510.09%
166FIDELITY MSCI REAL ESTATE INDEX ETF31609285713,793$343,5840.09%
167CHUBB LIMITED COMCB1,767$343,1160.09%
168SPDR S&P MIDCAP 400 ETFMDY748$342,9880.09%
169ENBRIDGE INC COMENNPF8,957$341,7100.09%
170HEALTH CARE SELECT SECTOR SPDR FUND81369Y2092,621$339,3630.09%
171GENUINE PARTS CO COMGPC1,948$325,9200.08%
172INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ16,247$319,7410.08%
173CARLISLE COS INC COM1423391001,414$319,6630.08%
174VANGUARD TAX-EXEMPT BOND ETF9229077466,226$315,4090.08%
175BECTON DICKINSON & CO COMBDX1,266$313,2620.08%
176VANGUARD S&P 500 ETF922908363824$309,8820.08%
177ROYAL BK CDA COM7800871023,194$305,2830.08%
178WATERS CORP COM941848103985$304,9860.08%
179PNC FINL SVCS GROUP INC COM6934751052,379$302,3710.08%
180FIRST CTZNS BANCSHARES INC N C CL A31946M103309$300,6880.08%
181CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3083,952$295,2540.08%
182NOVARTIS AG SPONSORED ADRNVSEF3,207$295,0440.08%
183DIMENSIONAL NATIONAL MUNICIPAL BOND ETF25434V8496,087$294,0800.08%
184FISERV INC COMFISV2,591$292,8610.08%
185ISHARES CORE U.S. AGGREGATE BOND ETF4642872262,917$290,6500.07%
186SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF78468R40811,700$290,6310.07%
187PACKAGING CORP AMER COM6951561092,025$281,1310.07%
188MOTOROLA SOLUTIONS INC COM NEWMSI982$280,9800.07%
189ISHARES MBS ETF4642885882,963$280,6850.07%
190CVS HEALTH CORP COMCVS3,770$280,1490.07%
191AT&T INC COMT-PC14,345$276,1410.07%
192BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,956$273,9920.07%
193ISHARES CORE S&P US VALUE ETF4642876633,689$272,1740.07%
194TRAVELERS COMPANIES INC COMTRV1,576$270,1480.07%
195ISHARES MSCI JAPAN ETF46434G8224,646$269,3750.07%
196DOLLAR GEN CORP NEW COM2566771051,275$268,3370.07%
197PAYCHEX INC COMPAYX2,341$268,2550.07%
198HALLIBURTON CO COMHAL8,243$260,8090.07%
199SCHWAB U.S. TIPS ETF8085248704,850$260,0090.07%
200EMCOR GROUP INC COMEME1,575$256,0790.07%
201SEMPRA ENERGY COMSREA1,676$253,3440.07%
202ISHARES U.S. TREASURY BOND ETF46429B26710,911$253,2990.07%
203CROWN CASTLE INTL CORP NEW COMCCI1,854$248,1390.06%
204AVERY DENNISON CORP COMAVY1,421$247,4810.06%
205VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND92206C4093,242$247,1380.06%
206AMGEN INC COMAMGN1,022$247,0690.06%
207MARSH & MCLENNAN COS INC COM5717481021,490$245,6710.06%
208MASTERCARD INCORPORATED CL AMA675$245,3020.06%
209INTEL CORP COMINTC7,437$242,9710.06%
210VANGUARD SMALL-CAP VALUE INDEX FUND9229086111,507$239,2510.06%
211FERGUSON PLC NEW SHSG3421J1061,807$237,6570.06%
212METLIFE INC COMMET-PF4,057$235,0630.06%
213ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8037,972$234,9350.06%
214F5 NETWORKS INC COMFFIV1,584$230,7730.06%
2153M CO COMMMM2,169$227,9840.06%
216INTUIT COMINTU510$227,3730.06%
217BROADRIDGE FINL SOLUTIONS INC COM11133T1031,514$221,9070.06%
218POOL CORP COMPOOL648$221,9010.06%
219VANGUARD REAL ESTATE ETF9229085532,632$218,5610.06%
220VANGUARD FTSE EMERGING MARKETS ETF9220428585,387$217,6350.06%
221GENERAL MLS INC COM3703341042,538$216,8970.06%
222MDU RES GROUP INC COM5526901097,050$214,8840.06%
223ZIMMER BIOMET HOLDINGS INC COMZBH1,646$212,6630.05%
224INVESCO QQQ TRUSTIVZ657$210,8510.05%
225CELANESE CORP DEL COMCE1,902$207,0840.05%
226MARKEL CORP COMMKL162$206,9400.05%
227NUCOR CORP COMNUE1,338$206,6810.05%
228VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,253$203,3780.05%
229CUBESMART COMCUBE4,466$203,2920.05%
230ISHARES GLOBAL TECH ETF4642872913,775$202,5670.05%
231UNILEVER PLC SPON ADR NEWUNLYF3,826$198,6840.05%
232SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X109590$196,2460.05%
233TORONTO DOMINION BK ONT COM NEWTORO3,171$189,9430.05%
234SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8535,000$188,8500.05%
235MARATHON PETE CORP COMMARA1,395$188,0880.05%
236VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8702,319$186,0300.05%
237ISHARES U.S. TECHNOLOGY ETF4642877212,000$185,6200.05%
238ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,743$185,5640.05%
239FASTENAL CO COMFAST3,403$183,5580.05%
240ALTRIA GROUP INC COMMO4,112$183,4770.05%
241L3HARRIS TECHNOLOGIES INC COMLHX920$180,5410.05%
242VULCAN MATLS CO COM9291601091,044$179,1090.05%
243VANGUARD MATERIALS INDEX FUND92204A8011,000$177,8200.05%
244CARRIER GLOBAL CORPORATION COMCARR3,861$176,6410.05%
245TESLA INC COMTSLA850$176,3410.05%
246HUNT J B TRANS SVCS INC COM4456581071,000$175,4600.05%
247SOUTHERN CO COMSOMN2,482$172,6750.04%
248MONDELEZ INTL INC CL A6092071052,476$172,6280.04%
249BROOKFIELD ASSET MGMT INC CL A LTD VT SH11271J1075,288$172,3420.04%
250GLOBAL X MLP ETF37954Y3434,000$166,5200.04%
251XCEL ENERGY INC COMXELLL2,476$165,6690.04%
252VMWARE INC CL A COM9285634021,320$164,8020.04%
253EBAY INC. COMEBAY3,735$164,0040.04%
254CLOROX CO DEL COMCLX1,033$163,4620.04%
255ISHARES PREFERRED AND INCOME SECURITIES ETF4642886875,223$163,0620.04%
256LITTELFUSE INC COMLFUS605$162,1940.04%
257ALLSTATE CORP COMALL-PJ1,462$162,0040.04%
258ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8342,602$161,1940.04%
259VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,541$159,9470.04%
260WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT3,927$158,4150.04%
261VANGUARD TOTAL STOCK MARKET INDEX FUND922908769775$158,1780.04%
262PINNACLE WEST CAP CORP COMPNW1,992$157,8270.04%
263WALGREENS BOOTS ALLIANCE INC COM9314271084,493$155,3680.04%
264BCE INC COM NEWBCPPF3,454$154,7050.04%
265VANGUARD SHORT-TERM BOND INDEX FUND9219378272,016$154,2040.04%
266CENTERPOINT ENERGY INC COMCNP5,213$153,5610.04%
267ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872421,400$153,4540.04%
268OTIS WORLDWIDE CORP COMOTIS1,806$152,4260.04%
269VANGUARD CONSUMER STAPLES INDEX FUND92204A207775$149,9780.04%
270ISHARES S&P 500 GROWTH ETF4642873092,342$149,6300.04%
271WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT5,304$148,9360.04%
272GLAXOSMITHKLINE PLC SPONSORED ADRGLAXF4,181$148,7600.04%
273ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515486$148,0840.04%
274DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V7326,265$147,7910.04%
275VANGUARD INTERMEDIATE-TERM BOND INDEX FUND9219378191,928$147,1260.04%
276HOLOGIC INC COMHOLX1,800$145,2600.04%
277SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6631,568$143,9740.04%
278MICROCHIP TECHNOLOGY INC. COMMCHPP1,712$143,4310.04%
279CARDINAL HEALTH INC COMCAH1,878$141,7890.04%
280ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G5242,308$139,0820.04%
281ROYAL CARIBBEAN GROUP COMV7780T1032,110$137,7830.04%
282DNP SELECT INCOME FD INC COM23325P10412,497$137,7170.04%
283AGILENT TECHNOLOGIES INC COMA995$137,6480.04%
284ARCHER DANIELS MIDLAND CO COMADM1,723$137,2540.04%
285RIO TINTO PLC SPONSORED ADRRTNTF1,986$136,2400.04%
286ISHARES S&P 500 VALUE ETF464287408895$135,8250.03%
287ISHARES 7-10 YEAR TREASURY BOND ETF4642874401,356$134,4070.03%
288CAMECO CORP COMCCJ5,130$134,2520.03%
289DIMENSIONAL U.S. SMALL CAP ETF25434V5002,527$133,1730.03%
290STANLEY BLACK & DECKER INC COMSWK1,647$132,7150.03%
291CLEARSHARES ULTRA-SHORT MATURITY ETF26922A4531,321$132,3240.03%
292ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF46434V2902,525$129,4320.03%
293SCHWAB EMERGING MARKETS EQUITY ETF8085247065,200$127,5040.03%
294INTERPUBLIC GROUP COS INC COMINTR3,406$126,8390.03%
295CHECK POINT SOFTWARE TECH LTD ORDM22465104975$126,7500.03%
296NASDAQ INC COMNDAQ2,301$125,7960.03%
297BAXTER INTL INC COM0718131093,098$125,6550.03%
298FIDELITY CORPORATE BOND ETF3161881012,745$125,6110.03%
299INTERNATIONAL FLAVORS&FRAGRANC COM4595061011,363$125,3410.03%
300PORTLAND GEN ELEC CO COM NEW7365088472,554$124,8410.03%
301TE CONNECTIVITY LTD REG SHSTEL941$123,4120.03%
302VANGUARD SMALL-CAP GROWTH INDEX FUND922908595569$123,1370.03%
303JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3322,260$122,5370.03%
304CLEARSHARES OCIO ETF26922A7274,234$120,7910.03%
305MPLX LP COM UNIT REP LTDMPLXP3,492$120,2990.03%
306DUPONT DE NEMOURS INC COMDD1,663$119,3540.03%
307PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4671,318$118,4090.03%
308HUBBELL INC COMHUBB484$117,7620.03%
309CONSTELLATION BRANDS INC CL ASTZ521$117,6890.03%
310LABORATORY CORP AMER HLDGS COM NEW50540R409512$117,4630.03%
311SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4092,100$116,2560.03%
312CMS ENERGY CORP COMCMS-PC1,892$116,1310.03%
313ANSYS INC COM03662Q105347$115,4820.03%
314SPDR S&P BIOTECH ETF78464A8701,500$114,3150.03%
315PRICE T ROWE GROUP INC COMTROW1,000$112,9000.03%
316CORTEVA INC COMCTVA1,871$112,8400.03%
317ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,200$112,3080.03%
318WILLIAMS SONOMA INC COMWSM915$111,3190.03%
319GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,346$110,4120.03%
320VANGUARD HIGH DIVIDEND YIELD ETF9219464061,033$108,9820.03%
321BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK5,000$108,6000.03%
322ISHARES U.S. MEDICAL DEVICES ETF4642888102,011$108,5540.03%
323ISHARES MSCI EMERGING MARKETS ETF4642872342,710$106,9370.03%
324LOEWS CORP COML1,843$106,9310.03%
325ISHARES RUSSELL TOP 200 GROWTH ETF464289438781$106,7780.03%
326BLACKROCK ENHANCD CAP & INM FD COMBLK5,971$105,9260.03%
327EATON VANCE ENHANCED EQUITY IN COMETN7,000$105,9100.03%
328SALESFORCE COM INC COMCRM530$105,8830.03%
329DAVITA INC COMDVA1,300$105,4430.03%
330ASTRAZENECA PLC SPONSORED ADRAZN1,517$105,2950.03%
331AVANTIS U.S. SMALL CAP VALUE ETF0250728771,415$104,7950.03%
332RAYONIER INC COMRYN3,150$104,7690.03%
333BANK NEW YORK MELLON CORP COM0640581002,300$104,5120.03%
334FIDELITY QUALITY FACTOR ETF3160927902,219$103,8760.03%
335VIRTUS DIVIDEND INTEREST & PR COMNFJ8,863$102,6340.03%
336PHILIP MORRIS INTL INC COM7181721091,047$101,8210.03%
337LIVE NATION ENTERTAINMENT INC COMLYV1,450$101,5000.03%
338NUTRIEN LTD COMNTR1,365$100,8050.03%
339RELX PLC SPONSORED ADRRLXXF3,069$99,5580.03%
340FIDELITY LOW DURATION BOND FACTOR ETF3161884082,000$99,1400.03%
341ISHARES TIPS BOND ETF464287176902$98,9490.03%
342FIDELITY NATL INFORMATION SVCS COM31620M1061,887$98,4450.03%
343WEYERHAEUSER CO MTN BE COM NEWWY3,240$97,6210.03%
344VANECK VECTORS GOLD MINERS ETF92189F1063,000$97,0500.02%
345FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND3159128081,993$95,5640.02%
346VANGUARD INDUSTRIALS INDEX FUND92204A603500$95,2550.02%
347ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886201,857$93,4260.02%
348LINDE PLC SHSLIN262$93,1250.02%
349VANGUARD LARGE-CAP INDEX FUND922908637495$92,4710.02%
350ISHARES 20 YEAR TREASURY BOND ETF464287432869$92,4360.02%
351ISHARES RUSSELL TOP 200 VALUE ETF4642894201,435$92,4000.02%
352PROLOGIS INC. COMPLDGP738$92,0800.02%
353PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6801,300$91,9750.02%
354ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W7051,000$91,6340.02%
355FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R1181,700$90,8650.02%
356GLOBAL PMTS INC COM37940X102844$88,8230.02%
357SPROTT PHYSICAL GOLD TR UNITSII5,716$88,3690.02%
358ENTERPRISE PRODS PARTNERS L P COM2937921073,409$88,2930.02%
359DARLING INGREDIENTS INC COMDAR1,500$87,6000.02%
360ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,897$87,5470.02%
361ISHARES RUSSELL MID-CAP ETF4642874991,250$87,4000.02%
362LIBERTY MEDIA CORP DEL COM A BRAVES GRPFWONB2,500$86,4500.02%
363ROCKWELL AUTOMATION INC COMROK300$86,2590.02%
364BENTLEY SYS INC COM CL BBSY2,000$85,9800.02%
365CLEAN HARBORS INC COMCLH600$85,5360.02%
366ROYAL DUTCH SHELL PLC SPONS ADR ARYDAF1,485$85,4470.02%
367ISHARES MSCI USA MULTIFACTOR ETF46434V2822,056$85,2010.02%
368CAPITAL ONE FINL CORP COM14040H105886$85,1980.02%
369EVEREST RE GROUP LTD COMEG236$84,4930.02%
370WHITE MTNS INS GROUP LTD COMG9618E10761$84,0270.02%
371YUM CHINA HLDGS INC COMYUMC1,330$83,7770.02%
372SOURCE CAP INC COMSOR2,208$83,4580.02%
373ADVANCED MICRO DEVICES INC COMAMD847$83,0140.02%
374PULTE GROUP INC COM7458671011,417$82,5830.02%
375WELLS FARGO CO NEW COM9497461012,207$82,4980.02%
376ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF46434G5093,431$82,4810.02%
377JEFFERIES FINL GROUP INC COM47233W1092,578$81,8260.02%
378NETAPP INC COMNTAP1,281$81,7920.02%
379NXG CUSHING MIDSTREAM ENERGY COM NEWSRV2,495$81,7110.02%
380JOHNSON CTLS INTL PLC SHSG515021051,341$80,7550.02%
381FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808700$79,7650.02%
382COLGATE PALMOLIVE CO COMCL1,061$79,7340.02%
383DOW INC COMDOW1,453$79,6530.02%
384V F CORP COMVFC3,434$78,6730.02%
385MCGRATH RENTCORP COMMGRC840$78,3800.02%
386AKAMAI TECHNOLOGIES INC COMAKAM1,000$78,3000.02%
387VANECK VECTORS AGRIBUSINESS ETF92189F700900$78,1740.02%
388VANGUARD FINANCIALS ETF92204A4051,000$77,8900.02%
389FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING33734X1921,200$77,8200.02%
390DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V2032,870$77,3470.02%
391EQUITABLE HLDGS INC COMEQH-PC3,040$77,1860.02%
392SPDR S&P DIVIDEND ETF78464A763617$76,3290.02%
393PROGRESSIVE CORP COM743315103531$75,9650.02%
394GENERAL MTRS CO COM37045V1002,035$74,6440.02%
395ESSENTIAL UTILS INC COM29670G1021,705$74,4230.02%
396PACER TRENDPILOT US LARGE CAP ETF69374H1051,963$73,6520.02%
397FMC CORP COM NEWFMC600$73,2780.02%
398WILLIAMS COS INC COM9694571002,424$72,3810.02%
399COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH1,187$72,3240.02%
400EASTMAN CHEM CO COMEMN854$72,0260.02%
401DOLLAR TREE INC COMDLTR500$71,7750.02%
402MCKESSON CORP COMMCK200$71,2100.02%
403TYSON FOODS INC CL ATSN1,200$71,1840.02%
404AMERISOURCEBERGEN CORP COMCOR440$70,1100.02%
405FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET3160922041,069$69,9980.02%
406COHEN & STEERS QUALITY INCOME COM19247L1066,000$69,8400.02%
407CIENA CORP COM NEWCIEN1,323$69,4840.02%
408KROGER CO COMKR1,400$69,1180.02%
409BROOKFIELD INFRAST PARTNERS LP LP INT UNITG162521012,025$68,3840.02%
410ENERGY SELECT SECTOR SPDR FUND81369Y506825$68,3350.02%
411US BANCORP DEL COM NEWUSB-PS1,895$68,3150.02%
412FOX CORP CL B COMFOX2,000$68,1000.02%
413WEC ENERGY GROUP INC COMWEC713$67,5850.02%
414ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,000$66,7300.02%
415BIOGEN INC COMBIIB241$66,3060.02%
416ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865331,213$66,1930.02%
417FIRST CMNTY CORP S C COM3198351043,269$65,3800.02%
418MORGAN STANLEY COM NEWMS-PQ742$65,1480.02%
419THOMSON REUTERS CORP. COM NEWTMSOF500$64,5950.02%
420FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,000$64,3000.02%
421LAMB WESTON HLDGS INC COMLW615$64,2800.02%
422NORTHROP GRUMMAN CORP COMNOC139$64,0760.02%
423ISHARES 1-3 YEAR TREASURY BOND ETF464287457779$64,0030.02%
424VANGUARD SHORT-TERM GOVERNMENT BOND ETF92206C1021,071$62,6960.02%
425VANGUARD UTILITIES INDEX FUND92204A876420$61,9580.02%
426IDEX CORP COM45167R104267$61,6850.02%
427ZEBRA TECHNOLOGIES CORPORATION CL AZBRA193$61,3740.02%
428VANECK HIGH YIELD MUNI ETF92189H4091,177$60,5800.02%
429CENTENE CORP DEL COMCNC956$60,4290.02%
430SPDR PORTFOLIO S&P 500 VALUE ETF78464A5081,500$60,2550.02%
431CITIGROUP INC COM NEWC-PR1,285$60,2540.02%
432APTIV PLC SHSAPTV537$60,2460.02%
433SKYWORKS SOLUTIONS INC COMSWKS511$59,9510.02%
434ACUSHNET HLDGS CORP COMGOLF1,171$59,6510.02%
435FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923031,314$59,3270.02%
436TIMKEN CO COMTKR722$59,0020.02%
437LIBERTY GLOBAL PLC SHS CL ALBTYK3,000$58,5000.02%
438DIMENSIONAL CORE FIXED INCOME ETF25434V8721,372$58,3100.01%
439LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF25,000$58,0000.01%
440PARKER-HANNIFIN CORP COMPH172$57,8110.01%
441BOEING CO COMBA-PA271$57,5690.01%
442VIDENT CORE U.S. BOND STRATEGY ETF26922A6021,308$57,2770.01%
443AES CORP COMAES2,375$57,1900.01%
444SERVICENOW INC COMNOW130$57,1520.01%
445LEGGETT & PLATT INC COMLEG1,775$56,5870.01%
446XYLEM INC COMXYL538$56,3290.01%
447FIDELITY MSCI UTILITIES INDEX ETF3160928651,283$56,2210.01%
448T-MOBILE US INC COMTMUSZ388$56,1980.01%
449ISHARES EXPANDED TECH SECTOR ETF464287549165$55,9880.01%
450CUMMINS INC COMCMI230$54,9420.01%
451VONTIER CORPORATION COMVNT2,000$54,6800.01%
452NXP SEMICONDUCTORS N V COMNXPI292$54,4510.01%
453DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V7992,262$54,4350.01%
454FEDERAL SIGNAL CORP COMFSS1,000$54,2100.01%
455AIRBNB INC COM CL AABNB434$53,9900.01%
456SPDR PORTFOLIO S&P 500 ETF78464A8541,119$53,8800.01%
457PERKINELMER INC COMRVTY400$53,3040.01%
458SPDR S&P METALS & MINING ETF78464A7551,000$53,1600.01%
459ACTIVISION BLIZZARD INC COM00507V109613$52,0380.01%
460FIDELITY MSCI HEALTH CARE INDEX ETF316092600846$52,0040.01%
461GROCERY OUTLET HLDG CORP COMGO1,836$51,8850.01%
462ISHARES U.S. UTILITIES ETF464287697600$50,2260.01%
463LOUISIANA PAC CORP COMLPX900$48,7890.01%
464INVESCO DB COMMODITY INDEX TRACKING FUNDIVZ2,052$48,7140.01%
465COLUMBUS MCKINNON CORP N Y COMCMCO1,302$48,3820.01%
466ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8531,800$48,1680.01%
467VANGUARD DIVIDEND APPRECIATION INDEX FUND921908844312$48,0510.01%
468NOVO-NORDISK A S ADRNONOF296$47,1050.01%
469UTILITIES SELECT SECTOR SPDR FUND81369Y886700$47,0400.01%
470ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764950$46,8640.01%
471NETFLIX INC COMNFLX135$46,6400.01%
472ISHARES U.S. BASIC MATERIALS ETF464287838350$46,3860.01%
473NUVEEN SELECT MAT MUN FD SH BEN INTNU5,000$46,1500.01%
474MODERNA INC COMMRNA300$46,0740.01%
475VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407933$45,5210.01%
476INGERSOLL RAND INC COMIR794$45,5200.01%
477KINDER MORGAN INC DEL COMEP-PC2,588$45,3160.01%
478PRUDENTIAL FINL INC COMPUKPF547$45,2230.01%
479X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF2330518531,227$44,9330.01%
480SPDR S&P INTERNATIONAL DIVIDEND ETF78463X7721,299$44,5560.01%
481DIMENSIONAL U.S. TARGETED VALUE ETF25434V6091,000$44,5000.01%
482EATON VANCE ENHANCED EQUITY IN COMETN2,764$44,5000.01%
483DOVER CORP COMDOV300$44,4450.01%
484INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETFIVZ3,122$43,9890.01%
485SANOFI SPONSORED ADRSNYNF799$43,4820.01%
486SPDR GOLD MINISHARES TRUSTGLDW1,078$42,1610.01%
487SMUCKER J M CO COM NEW832696405267$42,0630.01%
488WISDOMTREE U.S. HIGH DIVIDEND FUNDWT500$41,1350.01%
489SHERWIN WILLIAMS CO COMSHW183$41,1330.01%
490COOPER COS INC COM NEW216648402110$41,0700.01%
491PPL CORP COMPPLC1,442$40,0730.01%
492MARATHON OIL CORP COMMARA1,667$39,9410.01%
493INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ1,979$39,7170.01%
494TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803261$39,4140.01%
495VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768712$39,1480.01%
496SONY GROUP CORPORATION SPONSORED ADRSNEJF431$39,0700.01%
497KORNIT DIGITAL LTD SHSKRNT2,000$38,7200.01%
498VANGUARD INFORMATION TECHNOLOGY ETF92204A702100$38,5470.01%
499CANADIAN PAC RY LTD COMCP500$38,4700.01%
500FIRSTENERGY CORP COMFE965$38,1950.01%