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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 Q4 2023 · Filed November 13, 2023 · Accession 0001398344-23-020466

Total Value
$404.6M
Positions
951
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL128,597$22.0M5.52%
2MICROSOFT CORP COMMSFT50,602$16.0M4.01%
3LILLY ELI & CO COMLLY17,541$9.4M2.36%
4ISHARES CORE S&P 500 ETF46428720020,182$8.7M2.17%
5ISHARES CORE DIVIDEND GROWTH ETF46434V621138,063$6.8M1.71%
6UNITEDHEALTH GROUP INC COMUNH13,477$6.8M1.70%
7JOHNSON & JOHNSON COMJNJ43,625$6.8M1.70%
8AMAZON COM INC COMAMZN51,993$6.6M1.66%
9HOME DEPOT INC COMHD21,315$6.4M1.61%
10VISA INC COM CL AV26,941$6.2M1.55%
11ALPHABET INC CAP STK CL AGOOG46,767$6.1M1.53%
12JPMORGAN CHASE & CO COMVYLD38,490$5.6M1.40%
13ISHARES FLOATING RATE BOND ETF46429B655107,773$5.5M1.38%
14PEPSICO INC COMPEP32,039$5.4M1.36%
15CHEVRON CORP NEW COMCVX31,716$5.3M1.34%
16COSTCO WHSL CORP NEW COM22160K1058,912$5.0M1.26%
17ORACLE CORP COMORCL-PD47,314$5.0M1.26%
18ACCENTURE PLC IRELAND SHS CLASS AACN16,007$4.9M1.23%
19UNION PAC CORP COMUNP23,464$4.8M1.20%
20ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V10098,754$4.7M1.19%
21EATON CORP PLC SHSETN22,056$4.7M1.18%
22JPMORGAN ULTRA-SHORT INCOME ETF46641Q83793,172$4.7M1.17%
23PROCTER AND GAMBLE CO COM74271810930,789$4.5M1.13%
24PALO ALTO NETWORKS INC COMPANW18,573$4.4M1.09%
25CONOCOPHILLIPS COMCOP36,168$4.3M1.09%
26AIR PRODS & CHEMS INC COMAIIR14,709$4.2M1.05%
27DUKE ENERGY CORP NEW COM NEWDUKB45,891$4.1M1.02%
28PHILLIPS 66 COMPSX33,474$4.0M1.01%
29BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A11,363$4.0M1.00%
30HUMANA INC COMHUM7,915$3.9M0.97%
31WASTE MGMT INC DEL COM94106L10925,258$3.9M0.97%
32ALPHABET INC CAP STK CL CGOOG28,047$3.7M0.93%
33ISHARES S&P MIDCAP FUND46428750714,561$3.6M0.91%
34BLACKSTONE GROUP INC COMBX32,934$3.5M0.88%
35WALMART INC COMWMT21,747$3.5M0.87%
36APPLIED MATLS INC COM03822210525,053$3.5M0.87%
37NVIDIA CORPORATION COMNVDA7,551$3.3M0.82%
38COCA COLA CO COMKO58,394$3.3M0.82%
39GOLDMAN SACHS GROUP INC COMGSCE9,596$3.1M0.78%
40COMCAST CORP NEW CL ACCZ68,165$3.0M0.76%
41STRYKER CORPORATION COMSYK11,007$3.0M0.75%
42CISCO SYS INC COMCSCO55,249$3.0M0.74%
43CINTAS CORP COMCTAS6,090$2.9M0.73%
44TEXAS INSTRS INC COM88250810418,228$2.9M0.73%
45META PLATFORMS INC CL AMETA9,618$2.9M0.72%
46TRANE TECHNOLOGIES PLC SHSTT13,754$2.8M0.70%
47ISHARES MSCI INTL QUALITY FACTOR ETF46434V45680,609$2.7M0.68%
48SPDR S&P 500 ETFSPY6,335$2.7M0.68%
49NIKE INC CL BNKE27,616$2.6M0.66%
50TJX COS INC NEW COM87254010929,242$2.6M0.65%
51WALT DISNEY CO25468710630,271$2.5M0.62%
52EXXON MOBIL CORP COMXOM20,710$2.4M0.61%
53LOWES COS INC COM54866110711,335$2.4M0.59%
54LOCKHEED MARTIN CORP COMLMT5,364$2.2M0.55%
55ABBOTT LABS COMABLZF21,631$2.1M0.53%
56STERIS PLC SHS USDSTE8,880$1.9M0.49%
57PFIZER INC COMPFE57,755$1.9M0.48%
58HERSHEY CO COMHSY9,569$1.9M0.48%
59VERIZON COMMUNICATIONS INC COMVZ58,473$1.9M0.48%
60FEDEX CORP COMFDX6,791$1.8M0.45%
61SCHWAB CHARLES CORP COMSCHW-PJ32,474$1.8M0.45%
62AMERICAN EXPRESS CO COMAXP11,378$1.7M0.43%
63EOG RES INC COMEOG13,018$1.7M0.41%
64ZOETIS INC CL AZTS9,149$1.6M0.40%
65BORGWARNER INC COMBWA38,727$1.6M0.39%
66ISHARES CORE MSCI EAFE ETF46432F84223,569$1.5M0.38%
67VANGUARD MID-CAP GROWTH INDEX FUND9229085387,750$1.5M0.38%
68NEXTERA ENERGY INC COMNEE-PW25,818$1.5M0.37%
69ISHARES RUSSELL 1000 GROWTH ETF4642876145,518$1.5M0.37%
70DIAGEO PLC SPON ADR NEWDGEAF9,839$1.5M0.37%
71ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755611,710$1.4M0.36%
72MERCK & CO. INC COMMRK13,791$1.4M0.36%
73ISHARES S&P SMALL-CAP FUND46428780414,324$1.4M0.34%
74ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76426,927$1.3M0.34%
75ABBVIE INC COMABBV8,697$1.3M0.33%
76ISHARES RUSSELL 1000 VALUE ETF4642875988,453$1.3M0.32%
77TRUIST FINL CORP COM89832Q10944,216$1.3M0.32%
78CME GROUP INC COMCME5,998$1.2M0.30%
79WP CAREY INC COM92936U10922,206$1.2M0.30%
80PUBLIC STORAGE COMPSA-PS4,529$1.2M0.30%
81ADOBE SYSTEMS INCORPORATED COMADBE2,237$1.1M0.29%
82ECOLAB INC COMECL6,683$1.1M0.28%
83INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ53,841$1.1M0.28%
84INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ55,206$1.1M0.28%
85MCDONALDS CORP COMMCD4,212$1.1M0.28%
86RAYTHEON TECHNOLOGIES CORP COMRTX15,192$1.1M0.27%
87DEERE & CO COMDE2,884$1.1M0.27%
88INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ56,610$1.1M0.27%
89INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ52,800$989,2080.25%
90ISHARES CORE 1-5 YEAR USD BOND ETF46432F85921,279$986,9200.25%
91UNITED PARCEL SERVICE INC CL BUPS6,305$982,7600.25%
92CATERPILLAR INC COMCAT3,251$887,5230.22%
93BOOKING HOLDINGS INC COMBKNG285$878,9260.22%
94LULULEMON ATHLETICA INC COMLULU2,235$861,8380.22%
95S&P GLOBAL INC COMSPGI2,228$814,2180.20%
96AMERICAN ELEC PWR CO INC COM02553710110,688$803,9510.20%
97CIGNA CORP NEW COM1255231002,764$790,6970.20%
98PAYPAL HLDGS INC COMPYPL13,467$787,2810.20%
99MEDTRONIC PLC SHSMDT9,650$756,1610.19%
100REGIONS FINANCIAL CORP NEW COMRF-PF43,597$749,8740.19%
101REALTY INCOME CORP COMO15,003$749,2500.19%
102THERMO FISHER SCIENTIFIC INC COMTMO1,471$744,5760.19%
103BLACKROCK INC COMBLK1,151$744,1100.19%
104SENSATA TECHNOLOGIES HLDG PLC SHSST19,033$719,8280.18%
105AUTOMATIC DATA PROCESSING INC COMADP2,919$702,2530.18%
106VANGUARD TOTAL BOND MARKET INDEX FUND9219378359,951$694,3810.17%
107ISHARES RUSSELL MID-CAP VALUE ETF4642874736,649$693,7900.17%
108INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ35,685$691,0400.17%
109CSX CORP COMCSX22,384$688,3080.17%
110BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS11300410520,615$687,3110.17%
111ISHARES CORE MSCI EMERGING MARKETS ETF46434G10314,065$669,3580.17%
112SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88921,334$661,5670.17%
113ISHARES MSCI EAFE ETF4642874659,551$658,2810.17%
114MARTIN MARIETTA MATLS INC COM5732841061,592$653,4840.16%
115ISHARES RUSSELL MID-CAP GROWTH ETF4642874816,758$644,8410.16%
116QUEST DIAGNOSTICS INC COMDGX5,149$627,4570.16%
117AMGEN INC COMAMGN2,310$620,8360.16%
118BRISTOL-MYERS SQUIBB CO COMCELG-RI10,347$600,5400.15%
119KIMBERLY-CLARK CORP COMKMB4,941$597,1200.15%
120VANGUARD MID-CAP VALUE INDEX FUND9229085124,500$589,3200.15%
121AFLAC INC COMAFL7,292$559,6850.14%
122SPDR GOLD SHARESGLD3,229$553,6120.14%
123QUALCOMM INC COMQCOM4,831$536,5120.13%
124BECTON DICKINSON & CO COMBDX2,061$532,7840.13%
125ISHARES CORE S&P U.S. GROWTH ETF4642876715,576$528,7330.13%
126INTERNATIONAL BUSINESS MACHS COMINTR3,724$522,4770.13%
127NORFOLK SOUTHN CORP COM6558441082,584$508,8670.13%
128ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886469,852$490,9250.12%
129VANGUARD VALUE INDEX FUND9229087443,532$487,1690.12%
130GENERAL DYNAMICS CORP COMGD2,189$483,5970.12%
131BROADCOM INC COMAVGO580$481,5250.12%
132VANGUARD GROWTH INDEX FUND9229087361,755$477,9040.12%
133ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885136,412$472,6930.12%
134DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70817,949$470,2640.12%
135VANGUARD SMALL-CAP INDEX FUND9229087512,475$467,8920.12%
136HALLIBURTON CO COMHAL11,400$461,7000.12%
137MASTEC INC COMMTZ6,393$460,1040.12%
138YUM BRANDS INC COMYUM3,666$458,0090.11%
139GENERAL ELECTRIC CO COM3696043014,124$455,9080.11%
140ISHARES CORE U.S. AGGREGATE BOND ETF4642872264,811$452,4260.11%
141ANALOG DEVICES INC COMADI2,582$452,0820.11%
142ISHARES RUSSELL 2000 VALUE ETF4642876303,160$444,1060.11%
143VANGUARD MID-CAP INDEX FUND9229086292,094$435,9670.11%
144DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V88019,234$433,1560.11%
145ISHARES RUSSELL 2000 GROWTH ETF4642876481,924$431,2650.11%
146VANGUARD HIGH DIVIDEND YIELD ETF9219464064,144$428,1580.11%
147ARCHER DANIELS MIDLAND CO COMADM5,673$427,8580.11%
148ANTHEM INC COMELV975$424,5350.11%
149KENVUE INC COMKVUE21,119$424,0680.11%
150BK OF AMERICA CORP COM06050510415,325$419,6050.11%
151NASDAQ INC COMNDAQ8,446$410,3910.10%
152UNILEVER PLC SPON ADR NEWUNLYF7,997$395,0520.10%
153ISHARES RUSSELL 2000 ETF4642876552,219$392,1170.10%
154HONEYWELL INTL INC COM4385161062,087$385,5760.10%
155DIMENSIONAL US MARKETWIDE VALUE ETF25434V72411,016$374,7640.09%
156ISHARES S&P SMALL-CAP 600 VALUE ETF4642878794,200$374,7240.09%
157JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3326,603$364,0890.09%
158DOMINION ENERGY INC COMD8,114$362,4450.09%
159CVS HEALTH CORP COMCVS5,054$352,8700.09%
160CARLISLE COS INC COM1423391001,352$350,6440.09%
161SPDR S&P MIDCAP 400 ETFMDY748$341,6640.09%
162GENUINE PARTS CO COMGPC2,365$341,4590.09%
163ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V4078,290$340,1390.09%
164INVESCO QQQ TRUSTIVZ945$338,5650.08%
165VANGUARD S&P 500 ETF922908363830$325,9410.08%
166INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETFIVZ16,247$325,4270.08%
167PAYCHEX INC COMPAYX2,820$325,2310.08%
168L3HARRIS TECHNOLOGIES INC COMLHX1,860$323,9050.08%
169BOOZ ALLEN HAMILTON HLDG CORP CL ABAH2,941$321,3630.08%
170NOVARTIS AG SPONSORED ADRNVSEF3,127$318,5160.08%
171FISERV INC COMFISV2,791$315,2710.08%
172FIDELITY MSCI REAL ESTATE INDEX ETF31609285713,819$314,3820.08%
173ISHARES COMEX GOLD TRUSTIAU8,955$313,3210.08%
174MASTERCARD INCORPORATED CL AMA790$312,7700.08%
175CORNING INC COMGLW10,264$312,7440.08%
176SCHLUMBERGER LTD COMSLB5,344$311,5550.08%
177MARSH & MCLENNAN COS INC COM5717481021,549$303,1390.08%
178AMERIPRISE FINL INC COM03076C106875$297,9030.07%
179PACKAGING CORP AMER COM6951561091,925$295,5840.07%
180SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R8538,000$295,2000.07%
181ISHARES MSCI USA MIN VOL FACTOR ETF46429B6974,030$291,6910.07%
182ISHARES MBS ETF4642885883,267$290,1100.07%
183ALTRIA GROUP INC COMMO6,850$288,0430.07%
184ENBRIDGE INC COMENNPF8,603$285,5340.07%
185DANAHER CORPORATION COM2358511021,135$281,5940.07%
186ROYAL BK CDA COM7800871023,194$279,2830.07%
187FERGUSON PLC NEW SHSG3421J1061,807$277,4650.07%
188ISHARES CORE S&P US VALUE ETF4642876633,689$275,2730.07%
189PNC FINL SVCS GROUP INC COM6934751052,234$274,2680.07%
190ISHARES MSCI JAPAN ETF46434G8224,398$273,6880.07%
191AVANTIS U.S. SMALL CAP VALUE ETF0250728773,460$269,7070.07%
192GLAXOSMITHKLINE PLC SPONSORED ADRGLAXF7,431$269,3740.07%
193DIMENSIONAL NATIONAL MUNICIPAL BOND ETF25434V8495,741$266,7800.07%
194STARBUCKS CORP COMSBUX2,863$261,3030.07%
195AVERY DENNISON CORP COMAVY1,421$259,2050.06%
196METLIFE INC COMMET-PF4,120$259,1890.06%
197NUCOR CORP COMNUE1,643$256,8830.06%
198ISHARES PREFERRED AND INCOME SECURITIES ETF4642886878,259$249,0090.06%
199ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8038,233$247,8130.06%
200ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872422,364$241,1750.06%
201VANGUARD SMALL-CAP VALUE INDEX FUND9229086111,503$239,7130.06%
202TRAVELERS COMPANIES INC COMTRV1,464$239,0260.06%
203DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX SHARES25459Y2073,181$237,8430.06%
204CARRIER GLOBAL CORPORATION COMCARR4,248$234,4900.06%
205ZIMMER BIOMET HOLDINGS INC COMZBH2,079$233,3050.06%
206VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND92206C4093,042$228,6060.06%
207AT&T INC COMT-PC15,041$225,9160.06%
208INTEL CORP COMINTC6,343$225,4940.06%
209VULCAN MATLS CO COM9291601091,115$225,2520.06%
210HEALTH CARE SELECT SECTOR SPDR FUND81369Y2091,728$222,5110.06%
211ISHARES INTERNATIONAL DIVIDEND GROWTH ETF46435G5243,567$217,9790.05%
212MONDELEZ INTL INC CL A6092071053,105$215,4600.05%
213TESLA INC COMTSLA860$215,1890.05%
214CENTENE CORP DEL COMCNC3,109$214,1480.05%
215REPUBLIC SVCS INC COM7607591001,498$213,4800.05%
216VANGUARD FTSE EMERGING MARKETS ETF9220428585,404$211,8910.05%
217CAMECO CORP COMCCJ5,333$211,4000.05%
218BROOKFIELD ASSET MGMT INC CL A LTD VT SH11271J1076,739$210,7340.05%
219ISHARES U.S. TECHNOLOGY ETF4642877212,000$209,8400.05%
220VANGUARD SHORT-TERM BOND INDEX FUND9219378272,784$209,2730.05%
221MARATHON PETE CORP COMMARA1,370$207,3360.05%
222FASTENAL CO COMFAST3,761$205,5010.05%
223INTUIT COMINTU402$205,3980.05%
224EMCOR GROUP INC COMEME975$205,1300.05%
225NORTHROP GRUMMAN CORP COMNOC465$204,6880.05%
226ISHARES U.S. TREASURY BOND ETF46429B2679,144$204,6430.05%
227ISHARES SELECT DIVIDEND ETF4642871681,878$202,1250.05%
228VANGUARD INTERMEDIATE-TERM BOND INDEX FUND9219378192,711$199,3130.05%
229VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208054,196$198,3870.05%
230SPDR DOW JONES INDUSTRIAL AVERAGE ETF78467X109590$197,6210.05%
231SYNOPSYS INC COMSNPS430$197,3570.05%
232ROYAL CARIBBEAN GROUP COMV7780T1032,135$196,7190.05%
233VANGUARD REAL ESTATE ETF9229085532,592$196,1110.05%
234BROADRIDGE FINL SOLUTIONS INC COM11133T1031,067$191,0460.05%
235AMERICAN TOWER CORP NEW COM03027X1001,154$189,7040.05%
236HUNT J B TRANS SVCS INC COM4456581071,000$188,5200.05%
237SEMPRA ENERGY COMSREA2,744$186,6740.05%
238CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y3082,706$186,2000.05%
2393M CO COMMMM1,973$184,7120.05%
240EBAY INC. COMEBAY4,185$184,5170.05%
241TARGET CORP COMTGT1,662$183,7670.05%
242CHURCH & DWIGHT CO INC COMCHD1,994$182,7100.05%
243GENERAL MLS INC COM3703341042,799$179,1080.04%
244VANGUARD MATERIALS INDEX FUND92204A8011,000$178,9000.04%
245STANLEY BLACK & DECKER INC COMSWK2,115$176,7720.04%
246CUBESMART COMCUBE4,572$174,3300.04%
247CONSTELLATION BRANDS INC CL ASTZ670$168,3910.04%
248PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6802,500$166,8500.04%
249SALESFORCE COM INC COMCRM822$166,6850.04%
250ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF464287515486$165,8520.04%
251CHUBB LIMITED COMCB796$165,7110.04%
252BCE INC COM NEWBCPPF4,341$165,6960.04%
253SANOFI SPONSORED ADRSNYNF3,088$165,6400.04%
254TORONTO DOMINION BK ONT COM NEWTORO2,740$165,1120.04%
255WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT3,927$164,7380.04%
256VANGUARD TOTAL STOCK MARKET INDEX FUND922908769775$164,6180.04%
257RIO TINTO PLC SPONSORED ADRRTNTF2,585$164,5090.04%
258CARDINAL HEALTH INC COMCAH1,889$164,0030.04%
259ALLSTATE CORP COMALL-PJ1,462$162,8810.04%
260FIDELITY LOW DURATION BOND FACTOR ETF3161884083,275$162,7680.04%
261TE CONNECTIVITY LTD REG SHSTEL1,316$162,5650.04%
262PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8331,611$161,3260.04%
263ISHARES S&P 500 GROWTH ETF4642873092,342$160,2400.04%
264PULTE GROUP INC COM7458671012,164$160,2100.04%
265ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B6892,449$159,7240.04%
266LABORATORY CORP AMER HLDGS COM NEW50540R409794$159,6340.04%
267PRICE T ROWE GROUP INC COMTROW1,520$159,4020.04%
268ENTERGY CORP NEW COMENO1,716$158,7300.04%
269OTIS WORLDWIDE CORP COMOTIS1,976$158,6930.04%
270COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH2,342$158,6470.04%
271FIRST CTZNS BANCSHARES INC N C CL A31946M103114$157,3310.04%
272CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W1097,153$155,5060.04%
273VANGUARD FTSE DEVELOPED MARKETS ETF9219438583,547$155,0750.04%
274HOLOGIC INC COMHOLX2,233$154,9700.04%
275WATERS CORP COM941848103560$153,5580.04%
276LITTELFUSE INC COMLFUS620$153,3380.04%
277WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT5,304$152,7020.04%
278COLGATE PALMOLIVE CO COMCL2,128$151,3220.04%
279CLEARSHARES ULTRA-SHORT MATURITY ETF26922A4531,500$150,5930.04%
280ALLIANT ENERGY CORP COMLNT3,085$149,4680.04%
281DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V7326,265$146,0370.04%
282GLOBAL PMTS INC COM37940X1021,244$143,5450.04%
283VANGUARD CONSUMER STAPLES INDEX FUND92204A207775$141,5690.04%
284MCKESSON CORP COMMCK325$141,3260.04%
285TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803855$140,1600.04%
286NOVO-NORDISK A S ADRNONOF1,528$138,9790.03%
287MOTOROLA SOLUTIONS INC COM NEWMSI508$138,2980.03%
288JPMORGAN INCOME ETF46641Q1593,075$137,1140.03%
289CLOROX CO DEL COMCLX1,041$136,4330.03%
290XCEL ENERGY INC COMXELLL2,362$133,6890.03%
291ISHARES GNMA BOND ETF46429B3333,104$132,9130.03%
292MICROCHIP TECHNOLOGY INC. COMMCHPP1,698$132,5290.03%
293ISHARES MSCI USA SMALL-CAP MULTIFACTOR ETF46434V2902,525$130,6180.03%
294TRACTOR SUPPLY CO COMTSCO642$130,3580.03%
295CHECK POINT SOFTWARE TECH LTD ORDM22465104975$129,9480.03%
296ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396910$127,1270.03%
297CLEARSHARES OCIO ETF26922A7274,234$125,4990.03%
298TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,435$124,7020.03%
299SCHWAB EMERGING MARKETS EQUITY ETF8085247065,200$124,4880.03%
300ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,320$124,3310.03%
301MPLX LP COM UNIT REP LTDMPLXP3,492$124,2100.03%
302LIVE NATION ENTERTAINMENT INC COMLYV1,494$124,0620.03%
303PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4671,318$122,7720.03%
304WILLIAMS SONOMA INC COMWSM785$121,9890.03%
305SPDR PORTFOLIO S&P 500 VALUE ETF78464A5082,800$120,5680.03%
306ISHARES RUSSELL TOP 200 GROWTH ETF464289438781$120,1410.03%
307DNP SELECT INCOME FD INC COM23325P10412,497$118,9710.03%
308SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4091,996$118,3230.03%
309BAXTER INTL INC COM0718131093,129$118,0880.03%
310DOLLAR GEN CORP NEW COM2566771051,112$117,6500.03%
311LOEWS CORP COML1,853$117,3130.03%
312U HAUL HOLDING COMPANY COMUHAL-B2,140$116,7800.03%
313NXG CUSHING MIDSTREAM ENERGY COM NEWSRV3,148$114,4930.03%
314EATON VANCE ENHANCED EQUITY IN COMETN7,000$114,3800.03%
315EQUITABLE HLDGS INC COMEQH-PC4,000$113,5600.03%
316WATSCO INC COMWSO-B300$113,3160.03%
317FIDELITY QUALITY FACTOR ETF3160927902,207$112,8540.03%
318CENTERPOINT ENERGY INC COMCNP4,200$112,7700.03%
319AGILENT TECHNOLOGIES INC COMA995$111,2610.03%
320CORTEVA INC COMCTVA2,162$110,5830.03%
321LINDE PLC SHSLIN296$110,2160.03%
322SPDR S&P BIOTECH ETF78464A8701,500$109,5300.03%
323SOUTHERN CO COMSOMN1,692$109,5060.03%
324GENERAC HLDGS INC COMGNRC1,000$108,9600.03%
325VIRTUS DIVIDEND INTEREST & PR COMNFJ8,863$108,5720.03%
326JOHNSON CTLS INTL PLC SHSG515021052,029$107,9450.03%
327WELLS FARGO CO NEW COM9497461012,635$107,6660.03%
328SKYWORKS SOLUTIONS INC COMSWKS1,089$107,3650.03%
329GENTEX CORP COMGNTX3,280$106,7310.03%
330PHILIP MORRIS INTL INC COM7181721091,151$106,5600.03%
331AKAMAI TECHNOLOGIES INC COMAKAM1,000$106,5400.03%
332ISHARES S&P 500 VALUE ETF464287408684$105,2270.03%
333ANSYS INC COM03662Q105352$104,7380.03%
334DARLING INGREDIENTS INC COMDAR2,000$104,4000.03%
335RELX PLC SPONSORED ADRRLXXF3,071$103,4930.03%
336VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8701,357$103,1050.03%
337POOL CORP COMPOOL289$102,9130.03%
338CMS ENERGY CORP COMCMS-PC1,931$102,5550.03%
339MCGRATH RENTCORP COMMGRC1,020$102,2450.03%
340DUPONT DE NEMOURS INC COMDD1,370$102,1880.03%
341LIBERTY MEDIA CORP DEL COM A BRAVES GRPBATRB2,500$101,8750.03%
342HUBBELL INC COMHUBB321$100,6050.03%
343ASTRAZENECA PLC SPONSORED ADRAZN1,478$100,5040.03%
344PARKER-HANNIFIN CORP COMPH258$100,4960.03%
345CLEAN HARBORS INC COMCLH600$100,4160.03%
346BENTLEY SYS INC COM CL BBSY2,000$100,3200.03%
347VANGUARD SMALL-CAP GROWTH INDEX FUND922908595468$100,2360.03%
348SBA COMMUNICATIONS CORP NEW CL ASBAC500$100,0850.03%
349PACER TRENDPILOT 100 ETF69374H3031,627$99,9630.03%
350FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R1181,700$99,9600.03%
351ISHARES SHORT TREASURY BOND ETF464288679902$99,6440.02%
352WEYERHAEUSER CO MTN BE COM NEWWY3,240$99,3380.02%
353ISHARES U.S. OIL EQUIPMENT & SERVICES ETF4642888444,128$99,2370.02%
354UBER TECHNOLOGIES INC COMUBER2,140$98,4190.02%
355BANK NEW YORK MELLON CORP COM0640581002,300$98,0950.02%
356SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6631,067$97,9720.02%
357INTERPUBLIC GROUP COS INC COMINTR3,406$97,6160.02%
358ISHARES U.S. MEDICAL DEVICES ETF4642888102,011$97,5340.02%
359VANGUARD INDUSTRIALS INDEX FUND92204A603500$97,4900.02%
360INTERNATIONAL FLAVORS&FRAGRANC COM4595061011,430$97,4830.02%
361FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING33734X1921,200$97,2840.02%
362NETAPP INC COMNTAP1,281$97,2020.02%
363BLACKROCK MUN TARGET TERM TR COM SHS BEN INBLK5,000$97,0500.02%
364VANGUARD LARGE-CAP INDEX FUND922908637495$96,8670.02%
365F5 NETWORKS INC COMFFIV600$96,6840.02%
366ROYAL DUTCH SHELL PLC SPONS ADR ARYDAF1,477$95,0890.02%
367CROWN CASTLE INTL CORP NEW COMCCI1,027$94,5150.02%
368JEFFERIES FINL GROUP INC COM47233W1092,578$94,4320.02%
369ISHARES CORE HIGH DIVIDEND ETF46429B663952$94,1430.02%
370ISHARES RUSSELL TOP 200 VALUE ETF4642894201,435$93,8060.02%
371WILLIAMS COS INC COM9694571002,753$92,7490.02%
372ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF46431W7051,000$92,5500.02%
373MAIN STR CAP CORP COM56035L1042,260$91,8240.02%
374ROCKWELL AUTOMATION INC COMROK300$91,3320.02%
375WHITE MTNS INS GROUP LTD COMG9618E10761$91,2370.02%
376GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,338$91,0380.02%
377ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF4642886201,857$90,8820.02%
378EVEREST GROUP LTD COMEG244$90,6870.02%
379SHERWIN WILLIAMS CO COMSHW352$89,7780.02%
380RAYONIER INC COMRYN3,150$89,6490.02%
381SPDR GOLD MINISHARES TRUSTGLDW2,397$89,6070.02%
382YETI HLDGS INC COMYETI1,855$89,4480.02%
383CUMMINS INC COMCMI390$89,0990.02%
384SCHWAB INTERNATIONAL EQUITY ETF8085248052,600$88,2960.02%
385BOEING CO COMBA-PA460$88,1730.02%
386SOURCE CAP INC COMSOR2,277$87,8740.02%
387ISHARES MSCI USA QUALITY FACTOR ETF46432F339665$87,6400.02%
388ISHARES RUSSELL MID-CAP ETF4642874991,250$86,5630.02%
389ILLINOIS TOOL WKS INC COM452308109371$85,4450.02%
390ISHARES 20 YEAR TREASURY BOND ETF464287432955$84,6990.02%
391U HAUL HOLDING COMPANY COM SER NUHAL-B1,587$83,1330.02%
392ISHARES CORE TOTAL USD BOND MARKET ETF46434V6131,897$82,9270.02%
393DOW INC COMDOW1,590$81,9900.02%
394SPROTT PHYSICAL GOLD TR UNITSII5,716$81,8530.02%
395ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8341,364$81,8260.02%
396VANGUARD SHORT-TERM GOVERNMENT BOND ETF92206C1021,413$81,3890.02%
397ISHARES MSCI USA MULTIFACTOR ETF46434V2821,873$81,1380.02%
398VANECK VECTORS GOLD MINERS ETF92189F1063,000$80,7300.02%
399ISHARES 7-10 YEAR TREASURY BOND ETF464287440881$80,6910.02%
400VANGUARD FINANCIALS ETF92204A4051,000$80,3200.02%
401ROPER TECHNOLOGIES INC COMROP165$79,9060.02%
402AMERISOURCEBERGEN CORP COMCOR440$78,3990.02%
403FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK FUND3159128081,493$77,6210.02%
404COPART INC COMCPRT1,800$77,5620.02%
405FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,320$76,9540.02%
406VANGUARD S&P MID-CAP 400 ETF921932885880$76,7710.02%
407FIDELITY MSCI HEALTH CARE INDEX ETF3160926001,261$76,3910.02%
408DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V2032,870$74,9360.02%
409ISHARES IBONDS DEC 2023 TERM TREASURY ETF46436E8822,963$73,5420.02%
410ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E8743,067$73,1170.02%
411DOVER CORP COMDOV520$72,5450.02%
412NUTRIEN LTD COMNTR1,174$72,5060.02%
413CIENA CORP COM NEWCIEN1,515$71,5990.02%
414ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E8663,090$71,3170.02%
415VANECK VECTORS AGRIBUSINESS ETF92189F700900$70,8300.02%
416BIOGEN INC COMBIIB273$70,1640.02%
417COOPER COS INC COM NEW216648402220$69,9620.02%
418EASTMAN CHEM CO COMEMN911$69,8920.02%
419MORGAN STANLEY COM NEWMS-PQ851$69,5010.02%
420PACER TRENDPILOT US LARGE CAP ETF69374H1051,677$69,4110.02%
421PROLOGIS INC. COMPLDGP618$69,3460.02%
422YUM CHINA HLDGS INC COMYUMC1,330$69,1870.02%
423BLUEPRINT CHESAPEAKE MULTI-ASSET TREND ETF88636J8732,716$68,6600.02%
424GENERAL MTRS CO COM37045V1002,067$68,1490.02%
425SPDR S&P DIVIDEND ETF78464A763590$67,8560.02%
426FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808550$67,6120.02%
427ON SEMICONDUCTOR CORP COMON727$67,5750.02%
428COHEN & STEERS QUALITY INCOME COM19247L1066,000$67,4400.02%
429PROSHARES K-1 FREE CRUDE OIL STRATEGY ETF74347G8041,344$66,8770.02%
430CITIGROUP INC COM NEWC-PR1,585$65,1910.02%
431ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865331,213$64,7140.02%
432WEC ENERGY GROUP INC COMWEC789$63,5540.02%
433GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6732,000$63,1200.02%
434ISHARES EXPANDED TECH SECTOR ETF464287549165$63,0600.02%
435KROGER CO COMKR1,400$62,6500.02%
436ACUSHNET HLDGS CORP COMGOLF1,171$62,1100.02%
437SERVICENOW INC COMNOW103$61,9860.02%
438VONTIER CORPORATION COMVNT2,000$61,8400.02%
439THOMSON REUTERS CORP. COM NEWTMSOF481$61,7650.02%
440CAPITAL ONE FINL CORP COM14040H105617$61,6510.02%
441NXP SEMICONDUCTORS N V COMNXPI307$61,4320.02%
442TYSON FOODS INC CL ATSN1,200$60,5880.02%
443AIRBNB INC COM CL AABNB440$60,4090.02%
444DOLLAR TREE INC COMDLTR566$60,2510.02%
445APTIV PLC SHSAPTV609$60,0410.02%
446SPDR PORTFOLIO TIPS ETF78464A6562,399$59,5910.01%
447BROOKFIELD INFRAST PARTNERS LP LP INT UNITG162521012,025$59,5350.01%
448FIDELITY CLOUD COMPUTING ETF3160922463,117$59,1740.01%
449OREILLY AUTOMOTIVE INC COM67103H10765$59,0760.01%
450MDU RES GROUP INC COM5526901093,000$58,7400.01%
451COCA COLA CONS INC COMCOKE92$58,5410.01%
452ISHARES TIPS BOND ETF464287176561$58,1870.01%
453DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V7992,491$58,1650.01%
454INCYTE CORP COMINCY1,000$57,7700.01%
455ALKERMES PLC SHSALKS2,032$56,9160.01%
456ISHARES RUSSELL 1000 ETF464287622241$56,6130.01%
457PROGRESSIVE CORP COM743315103406$56,5560.01%
458ACTIVISION BLIZZARD INC COM00507V109613$56,4020.01%
459SPDR PORTFOLIO S&P 500 ETF78464A8541,119$56,2410.01%
460T-MOBILE US INC COMTMUSZ401$56,1910.01%
461KEURIG DR PEPPER INC COMKDP1,757$55,4680.01%
462INGERSOLL RAND INC COMIR794$55,2230.01%
463VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4071,137$55,0190.01%
464OWENS CORNING NEW COMOC400$54,5640.01%
465VIDENT CORE U.S. BOND STRATEGY ETF26922A6021,308$54,5330.01%
466PORTLAND GEN ELEC CO COM NEW7365088471,344$54,4050.01%
467NETFLIX INC COMNFLX142$53,6190.01%
468VANGUARD UTILITIES INDEX FUND92204A876420$53,5670.01%
469TRANSOCEAN LTD REG SHSRIG6,500$53,3650.01%
470LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF25,000$53,2500.01%
471TIMKEN CO COMTKR722$53,0600.01%
472FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ET316092204759$53,0240.01%
473VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF921946794854$52,8540.01%
474INTERCONTINENTAL EXCHANGE INC COM45866F104474$52,1490.01%
475LIBERTY GLOBAL PLC SHS CL ALBTYK3,000$51,7800.01%
476GROCERY OUTLET HLDG CORP COMGO1,788$51,5840.01%
477GILEAD SCIENCES INC COMGILD681$51,0520.01%
478GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF575$50,2720.01%
479VANGUARD DIVIDEND APPRECIATION INDEX FUND921908844323$50,1880.01%
480INVESCO BULLETSHARES 2023 CORPORATE BOND ETFIVZ2,344$49,7630.01%
481DIMENSIONAL U.S. SMALL CAP ETF25434V500924$48,5010.01%
482DELL TECHNOLOGIES INC CL CDELL700$48,2300.01%
483XYLEM INC COMXYL525$47,7910.01%
484WALGREENS BOOTS ALLIANCE INC COM9314271082,125$47,2600.01%
485GROUP 1 AUTOMOTIVE INC COMGPI175$47,0240.01%
486ESSENTIAL UTILS INC COM29670G1021,345$46,1740.01%
487LAMB WESTON HLDGS INC COMLW499$46,1380.01%
488DIMENSIONAL U.S. TARGETED VALUE ETF25434V6091,000$45,6900.01%
489WEST PHARMACEUTICAL SVSC INC COM955306105112$45,2320.01%
490SONY GROUP CORPORATION SPONSORED ADRSNEJF546$44,9960.01%
491ZEBRA TECHNOLOGIES CORPORATION CL AZBRA190$44,9410.01%
492VANGUARD TAX-EXEMPT BOND ETF922907746929$44,6850.01%
493MARATHON OIL CORP COMMARA1,667$44,5920.01%
494COLUMBUS MCKINNON CORP N Y COMCMCO1,273$44,4400.01%
495ISHARES U.S. BASIC MATERIALS ETF464287838350$44,2120.01%
496ISHARES U.S. UTILITIES ETF464287697600$44,1480.01%
497ISHARES PHLX SOX SEMICONDUCTOR SECTOR INDEX FUND46428752393$44,0490.01%
498UNITED RENTALS INC COMURI99$44,0120.01%
499COSTAR GROUP INC COMCSGP525$43,9010.01%
500WELLTOWER INC COMWELL531$43,5000.01%