Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q3 2023 · Filed August 14, 2023 · Accession 0001398344-23-014758

Total Value
$417.4M
Positions
941
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL133,525$25.9M6.29%
2MICROSOFT CORP COMMSFT53,150$18.1M4.39%
3ISHARES CORE S&P 500 ETF46428720020,523$9.1M2.22%
4LILLY ELI & CO COMLLY19,001$8.9M2.16%
5JOHNSON & JOHNSON COMJNJ45,636$7.6M1.83%
6AMAZON COM INC COMAMZN52,024$6.8M1.65%
7HOME DEPOT INC COMHD21,720$6.7M1.64%
8UNITEDHEALTH GROUP INC COMUNH13,933$6.7M1.63%
9ISHARES CORE DIVIDEND GROWTH ETF46434V621129,375$6.7M1.62%
10VISA INC COM CL AV28,000$6.6M1.61%
11PEPSICO INC COMPEP33,115$6.1M1.49%
12ORACLE CORP COMORCL-PD49,866$5.9M1.44%
13ALPHABET INC CAP STK CL AGOOG48,357$5.8M1.40%
14JPMORGAN CHASE & CO COMVYLD38,732$5.6M1.37%
15CHEVRON CORP NEW COMCVX32,967$5.2M1.26%
16COSTCO WHSL CORP NEW COM22160K1059,385$5.1M1.23%
17ACCENTURE PLC IRELAND SHS CLASS AACN16,333$5.0M1.22%
18PROCTER AND GAMBLE CO COM74271810932,942$5.0M1.21%
19JPMORGAN ULTRA-SHORT INCOME ETF46641Q83798,047$4.9M1.19%
20UNION PAC CORP COMUNP23,899$4.9M1.19%
21PALO ALTO NETWORKS INC COMPANW18,742$4.8M1.16%
22EATON CORP PLC SHSETN23,076$4.6M1.13%
23WASTE MGMT INC DEL COM94106L10925,961$4.5M1.09%
24AIR PRODS & CHEMS INC COMAIIR14,824$4.4M1.08%
25ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V10090,166$4.3M1.06%
26DUKE ENERGY CORP NEW COM NEWDUKB47,951$4.3M1.04%
27ISHARES FLOATING RATE BOND ETF46429B65584,458$4.3M1.04%
28BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,638$4.0M0.96%
29APPLIED MATLS INC COM03822210526,831$3.9M0.94%
30ISHARES S&P MIDCAP FUND46428750714,603$3.8M0.93%
31CONOCOPHILLIPS COMCOP36,141$3.7M0.91%
32HUMANA INC COMHUM7,908$3.5M0.86%
33COCA COLA CO COMKO58,325$3.5M0.85%
34STRYKER CORPORATION COMSYK11,326$3.5M0.84%
35ALPHABET INC CAP STK CL CGOOG28,086$3.4M0.82%
36WALMART INC COMWMT21,539$3.4M0.82%
37TEXAS INSTRS INC COM88250810418,109$3.3M0.79%
38PHILLIPS 66 COMPSX33,144$3.2M0.77%
39GOLDMAN SACHS GROUP INC COMGSCE9,763$3.1M0.76%
40NVIDIA CORPORATION COMNVDA7,373$3.1M0.76%
41BLACKSTONE GROUP INC COMBX33,395$3.1M0.75%
42CINTAS CORP COMCTAS6,128$3.0M0.74%
43NIKE INC CL BNKE27,190$3.0M0.73%
44ISHARES MSCI INTL QUALITY FACTOR ETF46434V45684,003$3.0M0.73%
45CISCO SYS INC COMCSCO56,842$2.9M0.71%
46COMCAST CORP NEW CL ACCZ68,033$2.8M0.69%
47SPDR S&P 500 ETFSPY6,371$2.8M0.69%
48WALT DISNEY CO25468710631,170$2.8M0.68%
49TRANE TECHNOLOGIES PLC SHSTT14,404$2.8M0.67%
50META PLATFORMS INC CL AMETA9,300$2.7M0.65%
51TJX COS INC NEW COM87254010930,267$2.6M0.62%
52LOWES COS INC COM54866110711,261$2.5M0.62%
53LOCKHEED MARTIN CORP COMLMT5,251$2.4M0.59%
54EXXON MOBIL CORP COMXOM21,842$2.3M0.57%
55ABBOTT LABS COMABLZF21,277$2.3M0.56%
56VERIZON COMMUNICATIONS INC COMVZ61,828$2.3M0.56%
57HERSHEY CO COMHSY8,452$2.1M0.51%
58PFIZER INC COMPFE56,876$2.1M0.51%
59AMERICAN EXPRESS CO COMAXP11,323$2.0M0.48%
60STERIS PLC SHS USDSTE8,652$1.9M0.47%
61ISHARES CORE MSCI EMERGING MARKETS ETF46434G10337,689$1.9M0.45%
62SCHWAB CHARLES CORP COMSCHW-PJ31,621$1.8M0.44%
63DIAGEO PLC SPON ADR NEWDGEAF9,774$1.7M0.41%
64ISHARES RUSSELL 1000 GROWTH ETF4642876145,999$1.7M0.40%
65ISHARES CORE MSCI EAFE ETF46432F84224,252$1.6M0.40%
66MERCK & CO. INC COMMRK13,860$1.6M0.39%
67VANGUARD MID-CAP GROWTH INDEX FUND9229085387,750$1.6M0.39%
68FEDEX CORP COMFDX6,418$1.6M0.39%
69ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755612,443$1.6M0.38%
70BORGWARNER INC COMBWA31,528$1.5M0.37%
71ZOETIS INC CL AZTS8,874$1.5M0.37%
72EOG RES INC COMEOG13,208$1.5M0.37%
73TRUIST FINL CORP COM89832Q10948,751$1.5M0.36%
74WP CAREY INC COM92936U10921,699$1.5M0.36%
75ISHARES S&P SMALL-CAP FUND46428780413,927$1.4M0.34%
76ISHARES RUSSELL 1000 VALUE ETF4642875988,453$1.3M0.32%
77PUBLIC STORAGE COMPSA-PS4,274$1.2M0.30%
78ECOLAB INC COMECL6,675$1.2M0.30%
79MCDONALDS CORP COMMCD4,126$1.2M0.30%
80RAYTHEON TECHNOLOGIES CORP COMRTX12,243$1.2M0.29%
81DEERE & CO COMDE2,924$1.2M0.29%
82ABBVIE INC COMABBV8,619$1.2M0.28%
83AMERICAN WTR WKS CO INC NEW COM0304201037,861$1.1M0.27%
84UNITED PARCEL SERVICE INC CL BUPS6,260$1.1M0.27%
85INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ52,337$1.1M0.26%
86ADOBE SYSTEMS INCORPORATED COMADBE2,187$1.1M0.26%
87CME GROUP INC COMCME5,479$1.0M0.25%
88ISHARES CORE 1-5 YEAR USD BOND ETF46432F85921,596$1.0M0.24%
89INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ49,653$999,5150.24%
90INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ50,027$947,7620.23%
91LULULEMON ATHLETICA INC COMLULU2,416$914,4560.22%
92REALTY INCOME CORP COMO15,047$899,6600.22%
93PAYPAL HLDGS INC COMPYPL13,246$883,9060.21%
94S&P GLOBAL INC COMSPGI2,180$873,9400.21%
95INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ45,260$861,0940.21%
96CATERPILLAR INC COMCAT3,238$796,7100.19%
97SENSATA TECHNOLOGIES HLDG PLC SHSST17,694$796,0530.19%
98BLACKROCK INC COMBLK1,134$783,7530.19%
99REGIONS FINANCIAL CORP NEW COMRF-PF43,484$774,8900.19%
100CSX CORP COMCSX22,598$770,5920.19%
101THERMO FISHER SCIENTIFIC INC COMTMO1,464$763,8420.19%
102ISHARES RUSSELL MID-CAP VALUE ETF4642874736,733$739,5880.18%
103QUEST DIAGNOSTICS INC COMDGX5,199$730,7710.18%
104CIGNA CORP NEW COM1255231002,599$729,2790.18%
105MEDTRONIC PLC SHSMDT8,190$721,5390.18%
106AMERICAN ELEC PWR CO INC COM0255371018,465$712,7530.17%
107KIMBERLY-CLARK CORP COMKMB5,080$701,3450.17%
108SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88921,334$694,2080.17%
109ISHARES RUSSELL MID-CAP GROWTH ETF4642874817,142$690,1240.17%
110ISHARES MSCI EAFE ETF4642874659,394$681,0930.17%
111BRISTOL-MYERS SQUIBB CO COMCELG-RI10,647$680,8760.17%
112VANGUARD TOTAL BOND MARKET INDEX FUND9219378359,301$676,0900.16%
113MASTEC INC COMMTZ5,651$666,6480.16%
114VANGUARD MID-CAP VALUE INDEX FUND9229085124,685$648,3100.16%
115MARTIN MARIETTA MATLS INC COM5732841061,387$640,3640.16%
116BOOKING HOLDINGS INC COMBKNG236$637,2780.15%
117AUTOMATIC DATA PROCESSING INC COMADP2,793$613,8730.15%
118SPDR GOLD SHARESGLD3,429$611,2880.15%
119INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ30,685$605,8750.15%
120NORFOLK SOUTHN CORP COM6558441082,670$605,4490.15%
121FIDELITY HIGH DIVIDEND ETF31609284014,442$565,8380.14%
122BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410517,024$555,4930.13%
123VANGUARD VALUE INDEX FUND9229087443,888$552,4850.13%
124ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864610,952$549,4620.13%
125QUALCOMM INC COMQCOM4,495$535,0850.13%
126ISHARES CORE S&P U.S. GROWTH ETF4642876715,372$524,4930.13%
127BECTON DICKINSON & CO COMBDX1,985$523,9500.13%
128YUM BRANDS INC COMYUM3,777$523,3030.13%
129AMGEN INC COMAMGN2,302$511,0900.12%
130AFLAC INC COMAFL7,258$506,6090.12%
131NEXTERA ENERGY INC COMNEE-PW6,820$506,0440.12%
132INTERNATIONAL BUSINESS MACHS COMINTR3,724$498,3080.12%
133VANGUARD SMALL-CAP INDEX FUND9229087512,482$493,7190.12%
134ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885136,547$491,4830.12%
135VANGUARD GROWTH INDEX FUND9229087361,731$489,8040.12%
136ANALOG DEVICES INC COMADI2,513$489,5580.12%
137DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70817,949$487,3150.12%
138ISHARES RUSSELL 2000 GROWTH ETF4642876481,924$466,8780.11%
139VANGUARD MID-CAP INDEX FUND9229086292,101$462,6320.11%
140BROADCOM INC COMAVGO529$459,1950.11%
141DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88019,492$454,3470.11%
142GENERAL ELECTRIC CO COM3696043014,050$444,8930.11%
143ISHARES RUSSELL 2000 VALUE ETF4642876303,160$444,7700.11%
144GENERAL DYNAMICS CORP COMGD2,051$441,2270.11%
145ISHARES RUSSELL 2000 ETF4642876552,337$437,5770.11%
146HONEYWELL INTL INC COM4385161062,092$434,0900.11%
147BK OF AMERICA CORP COM06050510415,057$431,9920.10%
148DOMINION ENERGY INC COMD8,257$427,6050.10%
149DIMENSIONAL US MARKETWIDE VALUE ETF25434V72412,178$420,1410.10%
150ISHARES MBS ETF4642885884,464$416,3350.10%
151ANTHEM INC COMELV925$410,9680.10%
152GENUINE PARTS CO COMGPC2,365$400,2290.10%
153ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871504,059$397,1330.10%
154NASDAQ INC COMNDAQ7,885$393,0670.10%
155SCHLUMBERGER LTD COMSLB8,000$392,9600.10%
156PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8333,799$378,9880.09%
157INVESCO QQQ TRUSTIVZ991$366,0950.09%
158CORNING INC COMGLW10,264$359,6510.09%
159ISHARES COMEX GOLD TRUSTIAU9,865$358,7660.09%
160SPDR S&P MIDCAP 400 ETFMDY748$358,3270.09%
161ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4078,640$358,1280.09%
162ISHARES CORE U.S. AGGREGATE BOND ETF4642872263,628$355,3630.09%
163FISERV INC COMFISV2,791$352,0850.09%
164CVS HEALTH CORP COMCVS5,076$350,9040.09%
165CARLISLE COS INC COM1423391001,352$346,8290.08%
166VANGUARD S&P 500 ETF922908363838$341,3010.08%
167ENBRIDGE INC COMENNPF9,035$335,6500.08%
168FIDELITY MSCI REAL ESTATE INDEX ETF31609285713,219$331,6650.08%
169ISHARES PREFERRED AND INCOME SECURITIES ETF46428868710,630$328,7860.08%
170BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,946$328,7740.08%
171NOVARTIS AG SPONSORED ADRNVSEF3,187$321,6000.08%
172PAYCHEX INC COMPAYX2,796$312,7890.08%
173UNILEVER PLC SPON ADR NEWUNLYF5,999$312,7280.08%
174INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ16,247$312,1050.08%
175ALTRIA GROUP INC COMMO6,850$310,3050.08%
176ROYAL BK CDA COM7800871023,194$305,0590.07%
177ZIMMER BIOMET HOLDINGS INC COMZBH2,088$304,0130.07%
178DANAHER CORPORATION COM2358511021,264$303,3600.07%
179HALLIBURTON CO COMHAL9,125$301,0340.07%
180ISHARES MSCI USA MIN VOL FACTOR ETF46429B6974,030$299,5500.07%
181MASTERCARD INCORPORATED CL AMA755$296,9420.07%
182AMERIPRISE FINL INC COM03076C106875$290,1410.07%
183DIMENSIONAL NATIONAL MUNICIPAL BOND ETF25434V8496,088$289,9600.07%
184SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF78468R40811,700$288,9930.07%
185ISHARES CORE S&P US VALUE ETF4642876633,689$288,7010.07%
186FIDELITY QUALITY FACTOR ETF3160927905,770$288,6690.07%
187FERGUSON PLC NEW SHSG3421J1061,807$282,1450.07%
188OCCIDENTAL PETE CORP COM6745991054,771$280,5450.07%
189MARSH & MCLENNAN COS INC COM5717481021,490$277,0360.07%
190STARBUCKS CORP COMSBUX2,739$271,3550.07%
191ISHARES MSCI JAPAN ETF46434G8224,398$270,5210.07%
192NUCOR CORP COMNUE1,643$269,4190.07%
193AVANTIS U.S. SMALL CAP VALUE ETF0250728773,460$268,5310.07%
194PACKAGING CORP AMER COM6951561092,025$267,6240.06%
195GLAXOSMITHKLINE PLC SPONSORED ADRGLAXF7,231$257,7130.06%
196PNC FINL SVCS GROUP INC COM6934751052,037$256,5410.06%
197VANGUARD SMALL-CAP VALUE INDEX FUND9229086111,503$248,5960.06%
198ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8037,972$247,1320.06%
199TRAVELERS COMPANIES INC COMTRV1,415$245,7290.06%
200SEMPRA ENERGY COMSREA1,685$245,3190.06%
201ISHARES U.S. TREASURY BOND ETF46429B26710,710$245,0450.06%
202DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y2073,181$244,8730.06%
203VULCAN MATLS CO COM9291601091,068$240,7700.06%
204AVERY DENNISON CORP COMAVY1,421$238,7140.06%
205AT&T INC COMT-PC14,548$232,0410.06%
206METLIFE INC COMMET-PF4,080$230,6420.06%
207VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND92206C4093,042$230,1580.06%
208HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,728$229,4070.06%
209L3HARRIS TECHNOLOGIES INC COMLHX1,167$228,4640.06%
210INTUIT COMINTU490$224,5130.05%
211JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3324,060$223,1640.05%
212ROYAL CARIBBEAN GROUP COMV7780T1032,135$221,4850.05%
213VANGUARD FTSE EMERGING MARKETS ETF9220428585,444$221,4620.05%
214VANGUARD REAL ESTATE ETF9229085532,626$219,4290.05%
2153M CO COMMMM2,177$217,8960.05%
216ISHARES U.S. TECHNOLOGY ETF4642877212,000$217,7400.05%
217BROOKFIELD ASSET MGMT INC CL A LTD VT SH11271J1076,464$217,5200.05%
218TESLA INC COMTSLA828$216,7460.05%
219TARGET CORP COMTGT1,643$216,7120.05%
220ISHARES SELECT DIVIDEND ETF4642871681,878$212,7530.05%
221VANGUARD SHORT-TERM BOND INDEX FUND9219378272,801$211,6720.05%
222BROADRIDGE FINL SOLUTIONS INC COM11133T1031,269$210,1840.05%
223MONDELEZ INTL INC CL A6092071052,861$208,6730.05%
224INTEL CORP COMINTC6,145$205,4890.05%
225VANGUARD INTERMEDIATE-TERM BOND INDEX FUND9219378192,721$204,2650.05%
226CARRIER GLOBAL CORPORATION COMCARR4,101$203,8610.05%
227FASTENAL CO COMFAST3,449$203,4570.05%
228SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X109590$202,8720.05%
229DOLLAR GEN CORP NEW COM2566771051,184$201,0200.05%
230CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3082,706$200,7040.05%
231VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,229$200,5390.05%
232CUBESMART COMCUBE4,466$200,2550.05%
233CHURCH & DWIGHT CO INC COMCHD1,970$197,4530.05%
234GENERAL MLS INC COM3703341042,562$196,5050.05%
235SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8535,000$194,2000.05%
236VMWARE INC CL A COM9285634021,320$189,6710.05%
237EBAY INC. COMEBAY4,185$187,0280.05%
238LABORATORY CORP AMER HLDGS COM NEW50540R409768$185,3410.04%
239TE CONNECTIVITY LTD REG SHSTEL1,316$184,4510.04%
240VANGUARD MATERIALS INDEX FUND92204A8011,000$181,9700.04%
241HUNT J B TRANS SVCS INC COM4456581071,000$181,0300.04%
242EMCOR GROUP INC COMEME975$180,1610.04%
243CARDINAL HEALTH INC COMCAH1,878$177,6020.04%
244HOLOGIC INC COMHOLX2,183$176,7580.04%
245LITTELFUSE INC COMLFUS605$176,2430.04%
246OTIS WORLDWIDE CORP COMOTIS1,976$175,8840.04%
247SYNOPSYS INC COMSNPS400$174,1640.04%
248VANGUARD TOTAL STOCK MARKET INDEX FUND922908769775$170,7170.04%
249GLOBAL X MLP ETF37954Y3434,000$170,4680.04%
250MOTOROLA SOLUTIONS INC COM NEWMSI580$170,1020.04%
251TORONTO DOMINION BK ONT COM NEWTORO2,740$169,9070.04%
252CHUBB LIMITED COMCB882$169,8380.04%
253CAMECO CORP COMCCJ5,380$168,5550.04%
254CROWN CASTLE INTL CORP NEW COMCCI1,477$168,2890.04%
255CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W1097,153$168,2390.04%
256ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515486$168,1120.04%
257PRICE T ROWE GROUP INC COMTROW1,500$168,0300.04%
258VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,597$166,1090.04%
259ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,449$165,3080.04%
260ISHARES S&P 500 GROWTH ETF4642873092,342$165,0640.04%
261RIO TINTO PLC SPONSORED ADRRTNTF2,585$165,0260.04%
262WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT3,927$164,4230.04%
263PULTE GROUP INC COM7458671012,114$164,1800.04%
264ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872421,517$164,0480.04%
265NOVO-NORDISK A S ADRNONOF1,010$163,4480.04%
266CLOROX CO DEL COMCLX1,026$163,1750.04%
267FIDELITY LOW DURATION BOND FACTOR ETF3161884083,275$162,8660.04%
268COLGATE PALMOLIVE CO COMCL2,097$161,5530.04%
269BCE INC COM NEWBCPPF3,508$159,9300.04%
270MARATHON PETE CORP COMMARA1,370$159,7420.04%
271ALLSTATE CORP COMALL-PJ1,462$159,4160.04%
272CONSTELLATION BRANDS INC CL ASTZ646$159,0000.04%
273REPUBLIC SVCS INC COM7607591001,011$154,8550.04%
274SALESFORCE COM INC COMCRM728$153,7970.04%
275WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT5,304$153,0730.04%
276MICROCHIP TECHNOLOGY INC. COMMCHPP1,698$152,1240.04%
277VANGUARD CONSUMER STAPLES INDEX FUND92204A207775$150,6990.04%
278DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V7326,265$150,6730.04%
279ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8342,404$150,5380.04%
280WATERS CORP COM941848103560$149,2620.04%
281TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803855$148,6500.04%
282MDU RES GROUP INC COM5526901097,050$147,6270.04%
283STANLEY BLACK & DECKER INC COMSWK1,575$147,5930.04%
284FIRST CTZNS BANCSHARES INC N C CL A31946M103114$146,3130.04%
285SOUTHERN CO COMSOMN2,066$145,1370.04%
286VANGUARD HIGH DIVIDEND YIELD ETF9219464061,368$145,1040.04%
287XCEL ENERGY INC COMXELLL2,321$142,2540.03%
288ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G5242,308$141,3880.03%
289BAXTER INTL INC COM0718131093,098$141,1450.03%
290MCKESSON CORP COMMCK325$138,8760.03%
291TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,371$138,3610.03%
292JOHNSON CTLS INTL PLC SHSG515021051,941$132,2600.03%
293LIVE NATION ENTERTAINMENT INC COMLYV1,450$132,1100.03%
294CORTEVA INC COMCTVA2,299$131,7330.03%
295INTERPUBLIC GROUP COS INC COMINTR3,406$131,4030.03%
296ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396910$131,2680.03%
297DNP SELECT INCOME FD INC COM23325P10412,497$130,9690.03%
298TRACTOR SUPPLY CO COMTSCO592$130,8910.03%
299ARCHER DANIELS MIDLAND CO COMADM1,708$129,0560.03%
300WALGREENS BOOTS ALLIANCE INC COM9314271084,500$128,2050.03%
301SCHWAB EMERGING MARKETS EQUITY ETF8085247065,200$128,0760.03%
302DARLING INGREDIENTS INC COMDAR2,000$127,5800.03%
303BIOGEN INC COMBIIB441$125,6190.03%
304CLEARSHARES OCIO ETF26922A7274,234$125,1000.03%
305SPDR S&P BIOTECH ETF78464A8701,500$124,8000.03%
306SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4092,045$124,7650.03%
307ISHARES RUSSELL TOP 200 GROWTH ETF464289438781$123,8350.03%
308PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4671,318$123,1280.03%
309CHECK POINT SOFTWARE TECH LTD ORDM22465104975$122,4800.03%
310CENTERPOINT ENERGY INC COMCNP4,200$122,4300.03%
311NORTHROP GRUMMAN CORP COMNOC268$122,1540.03%
312ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF46434V2902,275$121,9860.03%
313SPDR PORTFOLIO S&P 500 VALUE ETF78464A5082,800$119,7840.03%
314AGILENT TECHNOLOGIES INC COMA995$119,6490.03%
315WEYERHAEUSER CO MTN BE COM NEWWY3,540$118,6250.03%
316MPLX LP COM UNIT REP LTDMPLXP3,492$118,5180.03%
317NXG CUSHING MIDSTREAM ENERGY COM NEWSRV3,148$117,7670.03%
318INTERNATIONAL FLAVORS&FRAGRANC COM4595061011,439$114,5300.03%
319ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,200$114,1080.03%
320ISHARES U.S. MEDICAL DEVICES ETF4642888102,011$113,5410.03%
321EATON VANCE ENHANCED EQUITY IN COMETN7,000$113,4000.03%
322BANK NEW YORK MELLON CORP COM0640581002,500$111,3000.03%
323CMS ENERGY CORP COMCMS-PC1,894$111,2730.03%
324SKYWORKS SOLUTIONS INC COMSWKS1,002$110,9110.03%
325ISHARES S&P 500 VALUE ETF464287408684$110,2540.03%
326ISHARES MSCI EMERGING MARKETS ETF4642872342,785$110,1750.03%
327LOEWS CORP COML1,843$109,4370.03%
328GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,338$108,6990.03%
329EQUITABLE HLDGS INC COMEQH-PC4,000$108,6400.03%
330BENTLEY SYS INC COM CL BBSY2,000$108,4600.03%
331ANSYS INC COM03662Q105327$107,9980.03%
332HUBBELL INC COMHUBB324$107,4250.03%
333VIRTUS DIVIDEND INTEREST & PR COMNFJ8,863$107,2420.03%
334WATSCO INC COMWSO-B277$105,6670.03%
335VANGUARD SMALL-CAP GROWTH INDEX FUND922908595458$105,2210.03%
336PHILIP MORRIS INTL INC COM7181721091,076$105,0390.03%
337VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8701,319$104,2410.03%
338BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK5,000$103,9000.03%
339WELLS FARGO CO NEW COM9497461012,414$103,0300.03%
340VANGUARD INDUSTRIALS INDEX FUND92204A603500$102,7650.02%
341RELX PLC SPONSORED ADRRLXXF3,071$102,6640.02%
342LIBERTY MEDIA CORP DEL COM A BRAVES GRPBATRB2,500$102,3000.02%
343POOL CORP COMPOOL273$102,2770.02%
344CLEARSHARES ULTRA-SHORT MATURITY ETF26922A4531,017$101,9440.02%
345ASTRAZENECA PLC SPONSORED ADRAZN1,421$100,6780.02%
346VANGUARD LARGE-CAP INDEX FUND922908637495$100,3460.02%
347ISHARES 20 YEAR TREASURY BOND ETF464287432967$99,5430.02%
348RAYONIER INC COMRYN3,150$98,9100.02%
349BLACKROCK ENHANCD CAP & INM FD COMBLK5,392$98,8890.02%
350FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R1181,700$98,7020.02%
351CLEAN HARBORS INC COMCLH600$98,6580.02%
352WILLIAMS SONOMA INC COMWSM785$98,2350.02%
353DUPONT DE NEMOURS INC COMDD1,370$97,8730.02%
354NETAPP INC COMNTAP1,281$97,8680.02%
355ROCKWELL AUTOMATION INC COMROK300$97,2720.02%
356ISHARES RUSSELL TOP 200 VALUE ETF4642894201,435$96,7760.02%
357GENTEX CORP COMGNTX3,280$95,9730.02%
358ISHARES CORE HIGH DIVIDEND ETF46429B663952$95,9520.02%
359CUMMINS INC COMCMI390$95,6120.02%
360LINDE PLC SHSLIN250$95,2700.02%
361MCGRATH RENTCORP COMMGRC1,020$94,3300.02%
362ROYAL DUTCH SHELL PLC SPONS ADR ARYDAF1,551$93,6490.02%
363DOW INC COMDOW1,754$93,4180.02%
364ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W7051,000$92,9480.02%
365ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886201,857$92,5340.02%
366ISHARES MSCI USA MULTIFACTOR ETF46434V2822,056$91,6150.02%
367FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND3159128081,693$91,5570.02%
368FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808700$91,4480.02%
369PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6801,300$91,3510.02%
370ISHARES RUSSELL MID-CAP ETF4642874991,250$91,2880.02%
371MAIN STR CAP CORP COM56035L1042,260$90,4680.02%
372VANECK VECTORS GOLD MINERS ETF92189F1063,000$90,3300.02%
373FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING33734X1921,200$90,0840.02%
374SPDR GOLD MINISHARES TRUSTGLDW2,363$90,0070.02%
375AKAMAI TECHNOLOGIES INC COMAKAM1,000$89,8700.02%
376ENTERPRISE PRODS PARTNERS L P COM2937921073,409$89,8270.02%
377ISHARES MSCI USA QUALITY FACTOR ETF46432F339665$89,6890.02%
378BOEING CO COMBA-PA417$88,0540.02%
379COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH1,342$87,6060.02%
380CELANESE CORP DEL COMCE756$87,5000.02%
381ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,897$86,2570.02%
382SOURCE CAP INC COMSOR2,241$85,8790.02%
383VANGUARD TAX-EXEMPT BOND ETF9229077461,705$85,6250.02%
384F5 NETWORKS INC COMFFIV585$85,5620.02%
385JEFFERIES FINL GROUP INC COM47233W1092,578$85,5120.02%
386SHERWIN WILLIAMS CO COMSHW322$85,4970.02%
387SPROTT PHYSICAL GOLD TR UNITSII5,716$85,2830.02%
388WHITE MTNS INS GROUP LTD COMG9618E10761$84,7240.02%
389COOPER COS INC COM NEW216648402220$84,3550.02%
390ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF46434G5093,431$84,1970.02%
391AMERISOURCEBERGEN CORP COMCOR440$83,8290.02%
392GLOBAL PMTS INC COM37940X102844$83,1510.02%
393ILLINOIS TOOL WKS INC COM452308109332$83,0530.02%
394GENERAL MTRS CO COM37045V1002,151$82,9430.02%
395EVEREST GROUP LTD COMEG242$82,7300.02%
396COPART INC COMCPRT900$82,0890.02%
397VANGUARD FINANCIALS ETF92204A4051,000$81,2400.02%
398DOLLAR TREE INC COMDLTR566$81,2210.02%
399ISHARES CORE DIVIDEND ETF46435U8612,149$81,1610.02%
400ISHARES 7-10 YEAR TREASURY BOND ETF464287440832$80,3710.02%
401U HAUL HOLDING COMPANY COM SER NUHAL-B1,586$80,3400.02%
402ROPER TECHNOLOGIES INC COMROP165$79,3320.02%
403DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V2032,870$78,4080.02%
404WILLIAMS COS INC COM9694571002,376$77,5290.02%
405VANGUARD S&P MID-CAP 400 ETF921932885880$77,3870.02%
406DOVER CORP COMDOV520$76,7780.02%
407PROLOGIS INC. COMPLDGP626$76,7660.02%
408KNIFE RIVER CORP COMMON STOCKKNF1,762$76,6470.02%
409EASTMAN CHEM CO COMEMN911$76,2690.02%
410SHOPIFY INC CL ASHOP1,169$75,5170.02%
411YUM CHINA HLDGS INC COMYUMC1,330$74,9990.02%
412FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,200$74,1620.02%
413SPDR S&P DIVIDEND ETF78464A763605$74,1610.02%
414BROOKFIELD INFRAST PARTNERS LP LP INT UNITG162521012,025$73,9130.02%
415VANECK VECTORS AGRIBUSINESS ETF92189F700900$73,5570.02%
416ISHARES IBONDS DEC 2023 TERM TREASURY ETF46436E8822,963$73,5120.02%
417ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E8743,067$72,9950.02%
418MORGAN STANLEY COM NEWMS-PQ851$72,6750.02%
419PACER TRENDPILOT US LARGE CAP ETF69374H1051,773$72,4090.02%
420PORTLAND GEN ELEC CO COM NEW7365088471,544$72,3060.02%
421YETI HLDGS INC COMYETI1,855$72,0480.02%
422ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E8663,090$71,4720.02%
423LAMB WESTON HLDGS INC COMLW615$70,6940.02%
424NUTRIEN LTD COMNTR1,174$69,3250.02%
425COHEN & STEERS QUALITY INCOME COM19247L1066,000$69,1200.02%
426CITIGROUP INC COM NEWC-PR1,485$68,3690.02%
427FOX CORP CL B COMFOX2,000$68,0000.02%
428ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865331,213$66,6910.02%
429ISHARES 1-3 YEAR TREASURY BOND ETF464287457822$66,6480.02%
430TIMKEN CO COMTKR722$66,0850.02%
431KROGER CO COMKR1,400$65,8000.02%
432ADVANCED MICRO DEVICES INC COMAMD573$65,2700.02%
433ISHARES EXPANDED TECH SECTOR ETF464287549165$64,8240.02%
434CENTENE CORP DEL COMCNC956$64,4820.02%
435VONTIER CORPORATION COMVNT2,000$64,4200.02%
436CIENA CORP COM NEWCIEN1,515$64,3720.02%
437THOMSON REUTERS CORP. COM NEWTMSOF481$64,0460.02%
438ACUSHNET HLDGS CORP COMGOLF1,171$64,0300.02%
439FEDERAL SIGNAL CORP COMFSS1,000$64,0300.02%
440APTIV PLC SHSAPTV620$63,2960.02%
441ON SEMICONDUCTOR CORP COMON666$62,9900.02%
442WEC ENERGY GROUP INC COMWEC713$62,9150.02%
443FMC CORP COM NEWFMC600$62,6040.02%
444ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,100$62,3920.02%
445GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6732,000$62,3800.02%
446OREILLY AUTOMOTIVE INC COM67103H10765$62,0950.02%
447CAPITAL ONE FINL CORP COM14040H105561$61,2950.01%
448TYSON FOODS INC CL ATSN1,200$61,2480.01%
449ISHARES TIPS BOND ETF464287176561$60,1110.01%
450VANGUARD UTILITIES INDEX FUND92204A876420$59,7110.01%
451INVESCO BULLETSHARES 2023 CORPORATE BOND ETFIVZ2,816$59,6150.01%
452NETFLIX INC COMNFLX135$59,4660.01%
453SANOFI SPONSORED ADRSNYNF1,101$59,3440.01%
454XYLEM INC COMXYL526$59,2380.01%
455KORNIT DIGITAL LTD SHSKRNT2,000$58,7400.01%
456NXP SEMICONDUCTORS N V COMNXPI286$58,5380.01%
457SPDR PORTFOLIO S&P 500 ETF78464A8541,119$58,3110.01%
458IDEX CORP COM45167R104267$57,4740.01%
459DIMENSIONAL CORE FIXED INCOME ETF25434V8721,372$57,2540.01%
460AIRBNB INC COM CL AABNB440$56,4250.01%
461VIDENT CORE U.S. BOND STRATEGY ETF26922A6021,308$56,3430.01%
462ZEBRA TECHNOLOGIES CORPORATION CL AZBRA190$56,2080.01%
463FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET316092204759$55,6500.01%
464VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4071,137$55,4970.01%
465LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF25,000$55,0000.01%
466VANGUARD SHORT-TERM GOVERNMENT BOND ETF92206C102951$54,9010.01%
467DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V7992,262$54,8990.01%
468GROCERY OUTLET HLDG CORP COMGO1,788$54,7310.01%
469US BANCORP DEL COM NEWUSB-PS1,631$53,8880.01%
470PROGRESSIVE CORP COM743315103406$53,7420.01%
471ESSENTIAL UTILS INC COM29670G1021,345$53,6790.01%
472VANGUARD DIVIDEND APPRECIATION INDEX FUND921908844323$52,4650.01%
473OWENS CORNING NEW COMOC400$52,2000.01%
474COLUMBUS MCKINNON CORP N Y COMCMCO1,273$51,7470.01%
475INGERSOLL RAND INC COMIR794$51,1340.01%
476ACTIVISION BLIZZARD INC COM00507V109613$50,9280.01%
477DIMENSIONAL U.S. SMALL CAP ETF25434V500924$50,6350.01%
478LIBERTY GLOBAL PLC SHS CL ALBTYK3,000$50,5800.01%
479GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF575$49,6050.01%
480ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764950$49,3810.01%
481ISHARES U.S. UTILITIES ETF464287697600$49,0500.01%
482D R HORTON INC COM23331A109400$48,6760.01%
483INTERCONTINENTAL EXCHANGE INC COM45866F104426$48,1720.01%
484V F CORP COMVFC2,520$48,1070.01%
485SONY GROUP CORPORATION SPONSORED ADRSNEJF534$48,0810.01%
486AES CORP COMAES2,318$48,0520.01%
487T-MOBILE US INC COMTMUSZ344$47,7820.01%
488ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND46428752393$47,1750.01%
489SYSCO CORP COMSYY630$46,7460.01%
490INVESCO DB COMMODITY INDEX TRACKING FUNDIVZ2,052$46,5800.01%
491ISHARES U.S. BASIC MATERIALS ETF464287838350$46,5680.01%
492DIMENSIONAL U.S. TARGETED VALUE ETF25434V6091,000$46,3900.01%
493FIDELITY MSCI UTILITIES INDEX ETF3160928651,093$46,2120.01%
494PERKINELMER INC COMRVTY400$46,0960.01%
495GROUP 1 AUTOMOTIVE INC COMGPI175$45,1680.01%
496NUVEEN SELECT MAT MUN FD SH BEN INTNU5,000$45,0000.01%
497IQVIA HLDGS INC COMIQV199$44,7290.01%
498X-TRACKERS MSCI EUROPE HEDGED EQUITY ETF2330518531,227$44,4660.01%
499UNITED RENTALS INC COMURI99$44,0920.01%
500SERVICENOW INC COMNOW80$43,8460.01%