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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

Montecito Bank & Trust

Quarter ended Q4 2025 · Filed January 9, 2026 · Accession 0001422508-26-000001

Total Value
$627.3M
Positions
441
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (441)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL 1000 GROWTH ETF46428761469,683$33.0M5.26%
2NVIDIA CORPNVDA161,485$30.1M4.80%
3ISHARES CORE S&P 500 ETF46428720024,978$17.1M2.73%
4MICROSOFT CORPMSFT32,789$15.9M2.53%
5ISHARES CORE U.S. AGGREGATE BON464287226138,546$13.8M2.21%
6VANGUARD INTERMEDIATE-TERM BOND921937819174,539$13.6M2.17%
7SPDR S&P 500 ETF TRUSTSPY17,525$12.0M1.91%
8ISHARES CORE S&P MID-CAP ETF464287507175,763$11.6M1.85%
9VANGUARD SHORT-TERM TREASURY ET92206C102195,440$11.5M1.83%
10ISHARES MSCI USA QUALITY FACTOR46432F33955,104$10.9M1.74%
11ISHARES U.S. TREASURY BOND ETF46429B267472,958$10.9M1.74%
12ALPHABET INC-CL AGOOG34,392$10.8M1.72%
13ISHARES CORE MSCI EAFE ETF46432F842112,749$10.1M1.61%
14ISHARES RUSSELL 1000 VALUE ETF46428759847,002$9.9M1.58%
15ELI LILLY & COLLY8,439$9.1M1.45%
16VANGUARD INTL DIVIDEND APPRECIA92194681089,084$8.1M1.30%
17VANGUARD S&P 500 ETF92290836312,971$8.1M1.30%
18COCA-COLA CO/THEKO104,232$7.3M1.16%
19JPMORGAN CHASE & COVYLD20,739$6.7M1.07%
20ISHARES MSCI EAFE VALUE ETF46428887793,340$6.7M1.06%
21COSTCO WHOLESALE CORP22160K1057,647$6.6M1.05%
22VANGUARD SHORT-TERM CORPORATE B92206C40979,059$6.3M1.00%
23ABBVIE INCABBV27,555$6.3M1.00%
24ISHARES CORE S&P SMALL-CAP ETF46428780448,894$5.9M0.94%
25ISHARES TREASURY FLOATING RATE46434V860111,333$5.6M0.90%
26ISHARES U.S. TECHNOLOGY ETF46428772126,626$5.3M0.85%
27INVESCO QQQ TRUST SERIES 1IVZ8,641$5.3M0.85%
28VANGUARD INTERMEDIATE-TERM TREA92206C70683,523$5.0M0.80%
29ISHARES MSCI EMERGING MARKETS E46434G76466,625$4.8M0.77%
30MICROSOFT CORPMSFT9,870$4.8M0.76%
31BROADCOM INCAVGO13,469$4.7M0.74%
32BLACKROCK SHORT DURATION BOND E46431W50789,010$4.5M0.73%
33CHEVRON CORPCVX29,213$4.5M0.71%
34VISA INC-CLASS A SHARESV12,695$4.5M0.71%
35SPDR MSCI ACWI EX-US ETF78463X848116,470$4.2M0.67%
36ISHARES CORE S&P TOTAL U.S. STO46428715025,854$3.8M0.61%
37ISHARES RUSSELL 2000 GROWTH ETF46428764811,498$3.7M0.59%
38VANGUARD INTL HIGH DIVIDEND YIE92194679439,995$3.6M0.57%
39ISHARES MSCI USA MIN VOL FACTOR46429B69735,866$3.4M0.54%
40VANGUARD FTSE DEVELOPED MARKETS92194385852,775$3.3M0.53%
41ISHARES S&P 500 GROWTH ETF46428730925,789$3.2M0.51%
42PROCTER & GAMBLE CO/THE74271810921,285$3.1M0.49%
43VANGUARD DIVIDEND APPRECIATION92190884413,841$3.0M0.48%
44TAIWAN SEMICONDUCTOR-SP ADR8740391009,828$3.0M0.48%
45JPMORGAN INCOME ETF46641Q15964,333$3.0M0.47%
46ALPHABET INC-CL AGOOG9,331$2.9M0.47%
47ISHARES CORE TOTAL USD BOND MAR46434V61361,913$2.9M0.46%
48VANGUARD HIGH DIVIDEND YIELD ET92194640619,358$2.8M0.44%
49JOHNSON & JOHNSONJNJ12,618$2.6M0.42%
50ISHARES MSCI EAFE ETF46428746527,019$2.6M0.41%
51NVIDIA CORPNVDA13,856$2.6M0.41%
52CISCO SYSTEMS INCCSCO32,664$2.5M0.40%
53GOLDMAN SACHS GROUP INCGSCE2,799$2.5M0.39%
54ALPHABET INC-CL CGOOG7,822$2.5M0.39%
55MASTERCARD INC - AMA4,240$2.4M0.39%
56ISHARES TR 0-5 YR TIPS ETF46429B74723,550$2.4M0.38%
57ALPHABET INC-CL CGOOG7,676$2.4M0.38%
58META PLATFORMS INC-CLASS AMETA3,534$2.3M0.37%
59TRANE TECHNOLOGIES PLCTT5,918$2.3M0.37%
60WALT DISNEY CO/THE25468710619,772$2.2M0.36%
61AMERIPRISE FINANCIAL INC03076C1064,392$2.2M0.34%
62ISHARES RUSSELL 1000 GROWTH ETF4642876144,533$2.1M0.34%
63SPDR GOLD SHARESGLD5,355$2.1M0.34%
64INTL BUSINESS MACHINES CORPINTR7,046$2.1M0.33%
65VANGUARD SHORT-TERM TREASURY ET92206C10235,408$2.1M0.33%
66VANGUARD FTSE EUROPE ETF92204287424,496$2.0M0.33%
67SPDR BLOOMBERG CONVERTIBLE SECU78464A35921,828$1.9M0.31%
68EXXON MOBIL CORPXOM16,104$1.9M0.31%
69WALMART INCWMT17,054$1.9M0.30%
70VANGUARD FTSE ALL-WORLD EX-US E92204277525,366$1.9M0.30%
71TJX COMPANIES INC87254010911,942$1.8M0.29%
72UNION PACIFIC CORPUNP7,816$1.8M0.29%
73ECOLAB INCECL6,868$1.8M0.29%
74HEALTH CARE SELECT SECTOR SPDR81369Y20911,637$1.8M0.29%
75KLA CORPKLAC1,475$1.8M0.29%
76ISHARES ESG AWARE MSCI USA ETF46435G42511,997$1.8M0.28%
77CARLISLE COS INC1423391005,565$1.8M0.28%
78ISHARES 5-10 YEAR INVEST GRADE46428863832,807$1.8M0.28%
79JPMORGAN CHASE & COVYLD5,469$1.8M0.28%
80ISHARES RUSSELL 2000 ETF4642876557,084$1.7M0.28%
81ISHARES CORE MSCI EAFE ETF46432F84219,284$1.7M0.28%
82THERMO FISHER SCIENTIFIC INCTMO2,936$1.7M0.27%
83LOWES COS INC5486611076,874$1.7M0.26%
84CONSUMER DISCRETIONARY SECTOR S81369Y40713,798$1.6M0.26%
85ISHARES IBONDS DEC 2026 TERM CO46435GAA067,586$1.6M0.26%
86ISHARES IBONDS DEC 2026 TERM TR46436E85871,010$1.6M0.26%
87CATERPILLAR INCCAT2,830$1.6M0.26%
88SCHWAB (CHARLES) CORPSCHW-PJ16,177$1.6M0.26%
89WISDOMTREE EM EX-STATE-OWNED ENWT40,945$1.6M0.25%
90WW GRAINGER INC3848021041,580$1.6M0.25%
91BLACKROCK INCBLK1,483$1.6M0.25%
92ORACLE CORPORCL-PD7,975$1.6M0.25%
93MCKESSON CORPMCK1,884$1.5M0.25%
94MERCK & CO. INC.MRK14,651$1.5M0.25%
95ISHARES RUSSELL MID-CAP ETF46428749915,931$1.5M0.24%
96MCDONALDS CORPMCD5,018$1.5M0.24%
97MICRON TECHNOLOGY INCMU5,357$1.5M0.24%
98ISHARES IBONDS DEC 2027 TERM TR46436E84167,555$1.5M0.24%
99ISHARES IBONDS DEC 2027 TERM CO46435UAA962,294$1.5M0.24%
100VANGUARD FTSE PACIFIC ETF92204286616,716$1.5M0.24%
101BOOKING HOLDINGS INCBKNG279$1.5M0.24%
102BROADCOM INCAVGO4,311$1.5M0.24%
103SPDR S&P 500 ETF TRUSTSPY2,147$1.5M0.23%
104PALO ALTO NETWORKS INCPANW7,912$1.5M0.23%
105VANGUARD REAL ESTATE ETF92290855316,408$1.5M0.23%
106ILLINOIS TOOL WORKS4523081095,593$1.4M0.22%
107ISHARES RUSSELL 1000 ETF4642876223,590$1.3M0.21%
108ISHARES U.S. MEDICAL DEVICES ET46428881021,343$1.3M0.21%
109ISHARES IBONDS DEC 2028 TERM TR46436E83358,696$1.3M0.21%
110SPDR S&P MIDCAP 400 ETF TRUSTMDY2,161$1.3M0.21%
111EXXON MOBIL CORPXOM10,799$1.3M0.21%
112BLACKROCK SHORT DURATION BOND E46431W50725,234$1.3M0.21%
113ISHARES MSCI ACWI ETF4642882579,060$1.3M0.20%
114ISHARES S&P 500 VALUE ETF4642874086,033$1.3M0.20%
115CONOCOPHILLIPSCOP13,516$1.3M0.20%
116CUMMINS INCCMI2,433$1.2M0.20%
117EATON CORP PLCETN3,848$1.2M0.20%
118VANGUARD VALUE ETF9229087446,416$1.2M0.20%
119VERIZON COMMUNICATIONS INCVZ30,064$1.2M0.20%
120LAM RESEARCH CORPLRCX7,118$1.2M0.19%
121ISHARES CORE S&P 500 ETF4642872001,767$1.2M0.19%
122EMERSON ELECTRIC COEMR9,057$1.2M0.19%
123ISHARES IBONDS DEC 2029 TERM TR46436E82554,649$1.2M0.19%
124VANGUARD MID-CAP ETF9229086294,105$1.2M0.19%
125ASTRAZENECA PLC-SPONS ADRAZN12,898$1.2M0.19%
126PROCTER & GAMBLE CO/THE7427181098,155$1.2M0.19%
127HOME DEPOT INCHD3,271$1.1M0.18%
128ISHARES IBONDS DEC 2028 TERM CO46435U51543,895$1.1M0.18%
129VANGUARD SHORT-TERM CORPORATE B92206C40913,983$1.1M0.18%
130GOLDMAN ACTIVEBETA U.S. LARGE CNVGLF8,350$1.1M0.18%
131VANGUARD INTERMEDIATE-TERM BOND92193781914,063$1.1M0.17%
132ISHARES CORE TOTAL USD BOND MAR46434V61323,435$1.1M0.17%
133ISHARES MBS ETF46428858811,101$1.1M0.17%
134ISHARES MSCI USA MIN VOL FACTOR46429B69710,960$1.0M0.16%
135ARISTA NETWORKS INCANET7,740$1.0M0.16%
136ISHARES IBONDS DEC 2031 TERM CO46436E48647,104$996,2500.16%
137ISHARES ESG AWARE MSCI EAFE ETF46435G51610,384$987,4150.16%
138JOHNSON & JOHNSONJNJ4,732$979,2870.16%
139INVESCO S&P SMALLCAP HEALTH CARIVZ21,981$968,3800.15%
140SALESFORCE INCCRM3,642$964,8020.15%
141ISHARES 3-7 YEAR TREASURY BOND4642886618,014$956,4710.15%
142ABBVIE INCABBV4,184$956,0020.15%
143ISHARES IBONDS DEC 2030 TERM CO46436E72643,106$951,3490.15%
144PARKER HANNIFIN CORPPH1,060$931,6980.15%
145QUALCOMM INCQCOM5,409$925,2090.15%
146NETFLIX INCNFLX9,787$917,6290.15%
147DEERE & CODE1,921$894,3600.14%
148ISHARES PREFERRED AND INCOME SE46428868728,322$876,8490.14%
149ISHARES IBONDS DEC 2029 TERM CO46436E20537,450$876,5170.14%
150ISHARES SHORT TREASURY BOND ETF4642886797,935$874,0400.14%
151WISDOMTREE US SMALLCAP DIVIDENDWT26,050$871,3730.14%
152INTL BUSINESS MACHINES CORPINTR2,920$864,9330.14%
153FINANCIAL SELECT SECTOR SPDR FU81369Y60515,787$864,6540.14%
154ISHARES CORE S&P TOTAL U.S. STO4642871505,774$858,5360.14%
155ELI LILLY & COLLY797$856,5200.14%
156ISHARES CORE MSCI EMERGING MARK46434G10312,731$855,7780.14%
157ISHARES IBONDS DEC 2032 TERM CO46436E31233,400$852,7020.14%
158MERCK & CO. INC.MRK8,085$851,0270.14%
159VANGUARD S&P 500 ETF9229083631,331$834,7100.13%
160NEXTERA ENERGY INCNEE-PW10,292$826,2420.13%
161BLACKSTONE INCBX5,313$818,9460.13%
162TOYOTA MOTOR CORP -SPON ADRTOYOF3,776$808,2910.13%
163COLGATE-PALMOLIVE COCL10,200$806,0040.13%
164CITIGROUP INCC-PR6,884$803,2940.13%
165SOUTHERN CO/THESOMN8,986$783,5790.12%
166WELLS FARGO & CO9497461018,197$763,9600.12%
167ISHARES IBOXX $ INVEST GRADE CO4642872426,908$761,1930.12%
168ISHARES BROAD USD INVEST GRADE46428862014,627$757,2400.12%
169VANGUARD FTSE EMERGING MARKETS92204285813,979$751,5110.12%
170CHUBB LTDCB2,396$747,8400.12%
171ISHARES MSCI KLD 400 SOCIAL ETF4642885705,798$746,9560.12%
172T-MOBILE US INCTMUSZ3,647$740,4870.12%
173DANAHER CORP2358511023,192$730,7130.12%
174PEPSICO INCPEP5,090$730,5170.12%
175ISHARES SELECT DIVIDEND ETF4642871685,162$728,5650.12%
176HONEYWELL INTERNATIONAL INC4385161063,706$723,0040.12%
177ENBRIDGE INCENNPF15,095$721,9940.12%
178CAPITAL ONE FINANCIAL CORP14040H1052,950$714,9620.11%
179OREILLY AUTOMOTIVE INC67103H1077,793$710,8000.11%
180ISHARES GLOBAL TECH ETF4642872916,660$699,3000.11%
181UTILITIES SELECT SECTOR SPDR FU81369Y88616,240$693,2860.11%
182PEPSICO INCPEP4,812$690,6180.11%
183STRYKER CORPSYK1,953$686,4210.11%
184SABRA HEALTH CARE REIT INCSBRA36,000$681,8400.11%
185ISHARES IBONDS DEC 2033 TERM CO46436E13025,598$669,1320.11%
186PHILLIPS 66PSX5,160$665,8460.11%
187PFIZER INCPFE26,729$665,5520.11%
188DIGITAL REALTY TRUST INC2538681034,295$664,4790.11%
189PUBLIC SERVICE ENTERPRISE GP7445731068,273$664,3220.11%
190WASTE MANAGEMENT INC94106L1093,011$661,5470.11%
191PHILIP MORRIS INTERNATIONAL7181721094,064$651,8660.10%
192FEDEX CORPFDX2,255$651,3790.10%
193ISHARES IBONDS DEC 2034 TERM CO46438G65324,662$650,3370.10%
194ISHARES NATIONAL MUNI BOND ETF4642884146,060$649,0870.10%
195ISHARES IBONDS DEC 2030 TERM TR46436E59332,557$646,0940.10%
196VANGUARD SMALL-CAP ETF9229087512,436$628,3660.10%
197COSTCO WHOLESALE CORP22160K105727$626,9210.10%
198GILEAD SCIENCES INCGILD5,069$622,1690.10%
199MASCO CORPMAS9,767$619,8140.10%
200FEDEX CORPFDX2,136$617,0050.10%
201ISHARES U.S. TREASURY BOND ETF46429B26725,467$586,3780.09%
202VALERO ENERGY CORPVLO3,579$582,6250.09%
203ACCENTURE PLC-CL AACN2,166$581,1380.09%
204CF INDUSTRIES HOLDINGS INC1252691007,433$574,8680.09%
205VANGUARD SHORT-TERM BOND ETF9219378277,103$559,7870.09%
206VERTEX PHARMACEUTICALS INCVRTX1,227$556,2730.09%
207GLOBAL X S&P 500 CATHOLIC VALUE37954Y8896,765$556,2640.09%
208WISDOMTREE EM HIGH DIVIDEND ETFWT11,735$548,1420.09%
209VANGUARD VALUE ETF9229087442,870$548,1410.09%
210ISHARES 0-5 YEAR HIGH YIELD COR46434V40712,470$534,5890.09%
211ISHARES IBONDS DEC 2031 TERM TR46436E46025,970$533,0340.08%
212ISHARES MSCI USA VALUE FACTOR E46432F3883,892$532,1530.08%
213WISDOMTREE U.S. QUALITY DIVIDENWT5,877$525,5800.08%
214DR HORTON INC23331A1093,647$525,2770.08%
215EATON CORP PLCETN1,649$525,2230.08%
216CISCO SYSTEMS INCCSCO6,787$522,8030.08%
217VANGUARD TOTAL STOCK MARKET ETF9229087691,555$521,3450.08%
218VANGUARD EXTENDED MARKET ETF9229086522,490$520,7090.08%
219ISHARES AAA - A RATED CORPORATE46429B29110,783$518,5540.08%
220EOG RESOURCES INCEOG4,932$517,9090.08%
221TRANE TECHNOLOGIES PLCTT1,319$513,3550.08%
222SERVICENOW INCNOW3,320$508,5910.08%
223WALMART INCWMT4,434$493,9920.08%
224ISHARES IBOXX $ INVEST GRADE CO4642872424,460$491,4470.08%
225GENERAL DYNAMICS CORPGD1,458$490,8500.08%
226VANECK SEMICONDUCTOR ETF92189F6761,353$487,2560.08%
227SPDR S&P BANK ETF78464A7977,950$482,4860.08%
228ISHARES S&P MID-CAP 400 GROWTH4642876064,910$475,6810.08%
229SPDR S&P BIOTECH ETF78464A8703,900$475,5270.08%
230ISHARES S&P SMALL-CAP 600 GROWT4642878873,339$471,3330.08%
231Calvert US Mid-Cap Core ResponsMS-PQ7,345$471,0350.08%
232ISHARES GLOBAL INFRASTRUCTURE E4642883727,627$467,9930.07%
233ISHARES MSCI EAFE SMALL-CAP ETF4642882735,897$457,1940.07%
234ISHARES MSCI EAFE GROWTH ETF4642888853,999$455,5660.07%
235NIKE INC -CL BNKE7,107$452,7870.07%
236PHILIP MORRIS INTERNATIONAL7181721092,821$452,4880.07%
237VANGUARD HIGH DIVIDEND YIELD ET9219464063,135$449,9350.07%
238ISHARES 7-10 YEAR TREASURY BOND4642874404,642$446,3750.07%
239METLIFE INCMET-PF5,616$443,3270.07%
240ISHARES CORE S&P MID-CAP ETF4642875076,565$433,2900.07%
241QUEST DIAGNOSTICS INCDGX2,474$429,3130.07%
242NEXTERA ENERGY INCNEE-PW5,160$414,2450.07%
243CSX CORPCSX11,371$412,1990.07%
244SEAGATE TECHNOLOGY HOLDINGSSE1,491$410,6060.07%
245VANGUARD GROWTH ETF922908736820$400,0450.06%
246ISHARES MSCI EMERGING MARKETS E46434G7645,439$395,3070.06%
247EXELON CORPEXC9,032$393,7050.06%
248PUBLIC STORAGEPSA-PS1,504$390,2880.06%
249ISHARES TREASURY FLOATING RATE46434V8607,725$389,8040.06%
250ISHARES RUSSELL 1000 VALUE ETF4642875981,837$386,3950.06%
251BRISTOL-MYERS SQUIBB COCELG-RI7,138$385,0240.06%
252MOTOROLA SOLUTIONS INCMSI990$379,4870.06%
253DTE ENERGY COMPANYDTK2,931$378,0400.06%
254JPMORGAN NASDAQ EQUITY PREMIUM46654Q2036,470$376,0360.06%
255ISHARES J.P. MORGAN USD EM BOND4642882813,864$372,0260.06%
256ISHARES ESG AWARE MSCI EM ETF46434G8638,314$367,2290.06%
257ISHARES 1-3 YEAR TREASURY BOND4642874574,335$359,0250.06%
258ISHARES RUSSELL 2000 ETF4642876551,444$355,4550.06%
259ISHARES S&P MID-CAP 400 VALUE E4642877052,630$346,0820.06%
260STARBUCKS CORPSBUX4,095$344,8400.05%
2613M COMMM2,151$344,3750.05%
262CARRIER GLOBAL CORPCARR6,468$341,7690.05%
263KIMCO REALTY CORPORATION49446R10916,860$341,7520.05%
264ISHARES ESG SCREENED S&P 500 ET46436E5696,364$335,3830.05%
265INVESCO S&P 500 EQUAL WEIGHT ETIVZ1,744$334,0810.05%
266ISHARES MSCI USA QUALITY FACTOR46432F3391,675$332,6890.05%
267UTILITIES SELECT SECTOR SPDR FU81369Y8867,738$330,3350.05%
268ROPER TECHNOLOGIES INCROP742$330,2860.05%
269ALTRIA GROUP INCMO5,713$329,4120.05%
270ISHARES CORE U.S. AGGREGATE BON4642872263,280$327,6060.05%
271JPMORGAN ULTRA-SHORT INCOME ETF46641Q8376,453$326,4570.05%
272ANALOG DEVICES INCADI1,203$326,2540.05%
273TEXAS INSTRUMENTS INC8825081041,865$323,5590.05%
274MATERIALS SELECT SECTOR SPDR FU81369Y1007,104$322,1660.05%
275ISHARES RUSSELL MID-CAP ETF4642874993,346$322,1190.05%
276SHOPIFY INC - CLASS ASHOP2,000$321,9400.05%
277ISHARES PREFERRED AND INCOME SE46428868710,322$319,5690.05%
278VANGUARD FTSE EUROPE ETF9220428743,800$317,7180.05%
279VANGUARD FTSE PACIFIC ETF9220428663,500$316,4000.05%
280SPDR MSCI ACWI EX-US ETF78463X8488,621$309,6660.05%
281MONDELEZ INTERNATIONAL INC-A6092071055,669$305,1620.05%
282CATERPILLAR INCCAT532$304,7670.05%
283MARVELL TECHNOLOGY INCMRVL3,585$304,6530.05%
284DICKS SPORTING GOODS INC2533931021,535$303,8840.05%
285ISHARES S&P SMALL-CAP 600 GROWT4642878872,124$299,8240.05%
286ISHARES S&P MID-CAP 400 GROWTH4642876063,052$295,6780.05%
287HP INCHPQ13,043$290,5980.05%
288LOCKHEED MARTIN CORPLMT593$286,8160.05%
289MEDTRONIC PLCMDT2,985$286,7390.05%
290JPMORGAN INCOME ETF46641Q1596,140$284,2210.05%
291ISHARES 0-5 YEAR HIGH YIELD COR46434V4076,600$282,9420.05%
292AMERICAN TOWER CORP03027X1001,610$282,6680.05%
293ORACLE CORPORCL-PD1,449$282,4250.05%
294ISHARES CORE MSCI EMERGING MARK46434G1034,200$282,3240.05%
2953M COMMM1,755$280,9760.04%
296CHEVRON CORPCVX1,830$278,9100.04%
297BRISTOL-MYERS SQUIBB COCELG-RI5,118$276,0650.04%
298JOHNSON CONTROLS INTERNATIONG515021052,305$276,0240.04%
299PUBLIC STORAGEPSA-PS1,050$272,4750.04%
300CONSUMER STAPLES SELECT SECTOR81369Y3083,482$270,4820.04%
301TOLL BROTHERS INCTOL1,998$270,1700.04%
302VANGUARD INTERMEDIATE-TERM TREA92206C7064,500$269,6850.04%
303DEERE & CODE558$259,7880.04%
304THE CIGNA GROUP125523100940$258,7160.04%
305ROCKWELL AUTOMATION INCROK663$257,9530.04%
306VISA INC-CLASS A SHARESV732$256,7200.04%
307ENBRIDGE INCENNPF5,341$255,4600.04%
308EMERSON ELECTRIC COEMR1,858$246,5940.04%
309ISHARES S&P MID-CAP 400 VALUE E4642877051,860$244,7570.04%
310REGENERON PHARMACEUTICALSREGN317$244,6830.04%
311COGNIZANT TECH SOLUTIONS-ACTSH2,943$244,2690.04%
312VANGUARD INTL DIVIDEND APPRECIA9219468102,628$240,3310.04%
313ISHARES U.S. AEROSPACE & DEFENS4642887601,096$235,3000.04%
314KROGER COKR3,750$234,3000.04%
315VANGUARD TOTAL BOND MARKET ETF9219378353,097$229,3950.04%
316SHELL PLC-ADRRYDAF3,120$229,2580.04%
317JACOBS SOLUTIONS INCJ1,706$225,9770.04%
318JOHNSON CONTROLS INTERNATIONG515021051,885$225,7290.04%
319COCA-COLA CO/THEKO3,174$221,8940.04%
320BLACKROCK INCBLK206$220,4900.04%
321ENERGY SELECT SECTOR SPDR FUND81369Y5064,912$219,6160.04%
322ISHARES S&P SMALL-CAP 600 VALUE4642878791,900$216,0680.03%
323ELECTRONIC ARTS INCEA1,057$215,9770.03%
324AMPLIFY CYBERSECURITY ETF0321086642,680$215,3920.03%
325FIDELITY NATIONAL INFO SERV31620M1063,235$214,9980.03%
326ISHARES 5-10 YEAR INVEST GRADE4642886383,928$211,6410.03%
327ISHARES AGENCY BOND ETF4642881661,917$211,3490.03%
328CONSOLIDATED EDISON INCED2,056$204,2020.03%
329COMMUNICATION SERVICES SECTOR S81369Y8521,730$203,6560.03%
330VANGUARD TOTAL STOCK MARKET ETF922908769600$201,1620.03%
331ALTRIA GROUP INCMO3,406$196,3900.03%
332INVESCO QQQ TRUST SERIES 1IVZ319$195,9650.03%
333OTIS WORLDWIDE CORPOTIS2,240$195,6640.03%
334WELLS FARGO & CO9497461012,040$190,1280.03%
335ADOBE INCADBE539$188,6450.03%
336UNION PACIFIC CORPUNP808$186,9070.03%
337WALT DISNEY CO/THE2546871061,625$184,8760.03%
338ISHARES GLOBAL CLEAN ENERGY ETF46428822411,149$183,1780.03%
339ISHARES RUSSELL MID-CAP VALUE E4642874731,291$182,0960.03%
340ALTA PROPERTIES, INC.86301254424,544$181,6260.03%
341HONEYWELL INTERNATIONAL INC438516106929$181,2390.03%
342INVITATION HOMES INCINVH6,327$175,8270.03%
343KKR & CO INCKKRT1,373$175,0300.03%
344MCDONALDS CORPMCD565$172,6810.03%
345ISHARES MSCI EAFE GROWTH ETF4642888851,500$170,8800.03%
346VERIZON COMMUNICATIONS INCVZ4,189$170,6180.03%
347MONDELEZ INTERNATIONAL INC-A6092071053,141$169,0800.03%
348ISHARES CORE S&P SMALL-CAP ETF4642878041,396$167,7710.03%
349SOUTHERN CO/THESOMN1,880$163,9360.03%
350VANGUARD FTSE DEVELOPED MARKETS9219438582,513$156,9870.03%
351ISHARES 1-3 YEAR TREASURY BOND4642874571,888$156,3640.02%
352ISHARES GOLD TRUSTIAU1,921$155,9280.02%
353ISHARES GLOBAL TECH ETF4642872911,465$153,8250.02%
354VANGUARD REAL ESTATE ETF9229085531,736$153,6190.02%
355ISHARES S&P SMALL-CAP 600 VALUE4642878791,325$150,6790.02%
356ISHARES U.S. TECHNOLOGY ETF464287721747$149,1610.02%
357ISHARES 10-20 YEAR TREASURY BON4642886531,400$142,3380.02%
358ISHARES GOLD TRUSTIAU1,709$138,7200.02%
359HOME DEPOT INCHD379$130,4140.02%
360TEXAS INSTRUMENTS INC882508104732$126,9950.02%
361VANGUARD INTL HIGH DIVIDEND YIE9219467941,406$126,5400.02%
362ISHARES IBONDS DEC 2028 TERM CO46435U5154,495$114,4200.02%
363ISHARES IBONDS DEC 2027 TERM CO46435UAA94,680$113,6300.02%
364ENERGY SELECT SECTOR SPDR FUND81369Y5062,540$113,5630.02%
365ISHARES IBONDS DEC 2026 TERM CO46435GAA04,655$112,7910.02%
366HEALTH CARE SELECT SECTOR SPDR81369Y209725$112,2300.02%
367ISHARES GLOBAL INFRASTRUCTURE E4642883721,779$109,1590.02%
368TAIWAN SEMICONDUCTOR-SP ADR874039100346$105,1460.02%
369ISHARES MBS ETF4642885881,100$104,7420.02%
370ISHARES ESG AWARE MSCI USA ETF46435G425700$104,2860.02%
371MATERIALS SELECT SECTOR SPDR FU81369Y1002,200$99,7700.02%
372INVITATION HOMES INCINVH3,550$98,6550.02%
373AMPLIFY CYBERSECURITY ETF0321086641,210$97,2480.02%
374ISHARES RUSSELL 2000 GROWTH ETF464287648300$96,9030.02%
375ADOBE INCADBE275$96,2470.02%
376WISDOMTREE U.S. QUALITY DIVIDENWT1,044$93,3650.01%
377QUALCOMM INCQCOM530$90,6570.01%
378PFIZER INCPFE3,622$90,1880.01%
379THE CIGNA GROUP125523100324$89,1750.01%
380LOWES COS INC548661107369$88,9880.01%
381ISHARES 3-7 YEAR TREASURY BOND464288661739$88,2000.01%
382VANGUARD EXTENDED MARKET ETF922908652410$85,7390.01%
383ISHARES 10-20 YEAR TREASURY BON464288653790$80,3190.01%
384META PLATFORMS INC-CLASS AMETA120$79,2110.01%
385SABRA HEALTH CARE REIT INCSBRA4,000$75,7600.01%
386ISHARES RUSSELL MID-CAP VALUE E464287473520$73,3460.01%
387VANGUARD DIVIDEND APPRECIATION921908844320$70,3300.01%
388WISDOMTREE EM EX-STATE-OWNED ENWT1,800$70,2360.01%
389COMMUNICATION SERVICES SECTOR S81369Y852588$69,2190.01%
390LOCKHEED MARTIN CORPLMT142$68,6810.01%
391ACCENTURE PLC-CL AACN251$67,3430.01%
392ISHARES U.S. MEDICAL DEVICES ET4642888101,000$62,1500.01%
393MOTOROLA SOLUTIONS INCMSI162$62,0980.01%
394GILEAD SCIENCES INCGILD495$60,7560.01%
395ISHARES SELECT DIVIDEND ETF464287168420$59,2790.01%
396PUBLIC SERVICE ENTERPRISE GP744573106701$56,2900.01%
397VANGUARD FTSE EMERGING MARKETS9220428581,000$53,7600.01%
398VALERO ENERGY CORPVLO330$53,7210.01%
399PARKER HANNIFIN CORPPH61$53,6170.01%
400ISHARES IBONDS DEC 2029 TERM TR46436E8252,330$51,1320.01%
401ISHARES IBONDS DEC 2029 TERM CO46436E2052,170$50,7890.01%
402ISHARES IBONDS DEC 2028 TERM TR46436E8332,270$50,7690.01%
403ISHARES IBONDS DEC 2027 TERM TR46436E8412,250$50,5580.01%
404ISHARES IBONDS DEC 2026 TERM TR46436E8582,190$50,0960.01%
405ISHARES MSCI EAFE VALUE ETF464288877699$49,9160.01%
406ISHARES IBONDS DEC 2030 TERM TR46436E5932,515$49,9100.01%
407ISHARES IBONDS DEC 2030 TERM CO46436E7262,260$49,8780.01%
408CARRIER GLOBAL CORPCARR854$45,1250.01%
409KKR & CO INCKKRT350$44,6180.01%
410VANGUARD MID-CAP ETF922908629150$43,5330.01%
411PHILLIPS 66PSX317$40,9060.01%
412WW GRAINGER INC38480210440$40,3620.01%
413NETFLIX INCNFLX400$37,5040.01%
414MICRON TECHNOLOGY INCMU130$37,1030.01%
415OTIS WORLDWIDE CORPOTIS400$34,9400.01%
416SPDR BLOOMBERG CONVERTIBLE SECU78464A359373$33,2720.01%
417SPDR S&P BANK ETF78464A797540$32,7730.01%
418DIGITAL REALTY TRUST INC253868103180$27,8480.00%
419CUMMINS INCCMI49$25,0120.00%
420CHUBB LTDCB80$24,9700.00%
421ISHARES 7-10 YEAR TREASURY BOND464287440259$24,9050.00%
422WASTE MANAGEMENT INC94106L109111$24,3880.00%
423CAPITAL ONE FINANCIAL CORP14040H105100$24,2360.00%
424ILLINOIS TOOL WORKS45230810973$17,9800.00%
425ISHARES J.P. MORGAN USD EM BOND464288281182$17,5230.00%
426VANGUARD SHORT-TERM BOND ETF921937827210$16,5500.00%
427GOLDMAN SACHS GROUP INCGSCE18$15,8220.00%
428ISHARES RUSSELL 1000 ETF46428762234$12,6970.00%
429CONSUMER STAPLES SELECT SECTOR81369Y308130$10,0980.00%
430MEDTRONIC PLCMDT104$9,9900.00%
431MCKESSON CORPMCK12$9,8430.00%
432ASTRAZENECA PLC-SPONS ADRAZN85$7,8140.00%
433T-MOBILE US INCTMUSZ34$6,9030.00%
434ISHARES AGENCY BOND ETF46428816661$6,7250.00%
435CONOCOPHILLIPSCOP55$5,1490.00%
436CONSOLIDATED EDISON INCED48$4,7670.00%
437BLACKSTONE INCBX30$4,6240.00%
438ISHARES MSCI EAFE ETF46428746542$4,0330.00%
439MASTERCARD INC - AMA7$3,9960.00%
440STRYKER CORPSYK10$3,5150.00%
441THERMO FISHER SCIENTIFIC INCTMO6$3,4770.00%