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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

Westside Investment Management, Inc.

Quarter ended Q2 2023 · Filed May 17, 2023 · Accession 0001538383-23-000002

Total Value
$340.6M
Positions
1,059
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL66,605$11.0M3.29%
2VANGUARD TOTAL92290876953,142$10.8M3.25%
3INVESCO QQQIVZ32,259$10.4M3.10%
4VANGUARD HIGH92194640691,571$9.7M2.89%
5ISHARES CORE46432F842114,613$7.7M2.30%
6MICROSOFT CORPMSFT23,715$6.8M2.05%
7ISHARES CORE46428722662,111$6.2M1.85%
8APPLE INCAAPL37,096$6.1M1.83%
9PIMCO EHNANCED72201R83359,191$5.9M1.76%
10SPDR SERIES78464A76346,648$5.8M1.73%
11VANGUARD DIVIDEND92190884433,211$5.1M1.53%
12SPDR GOLDGLD27,590$5.1M1.51%
13ISHARES CORE46434V613109,492$5.1M1.51%
14VANGUARD CONSUMER92204A10817,816$4.5M1.35%
15UBER TECHNOLOGIESUBER135,550$4.3M1.29%
16AMAZON COMAMZN38,727$4.0M1.20%
17ALPHABET INCGOOG38,136$4.0M1.19%
18CVS HEALTHCVS51,930$3.9M1.16%
19FIRST TRUST33739P86371,100$3.5M1.05%
20SECTOR TECHNOLOGY81369Y80322,999$3.5M1.04%
21NORTHROP GRUMMAN CONOC7,434$3.4M1.03%
22PIMCO SHORT72201R87467,100$3.3M1.00%
23HARROW HEALTHHROW150,609$3.2M0.95%
24FIRST TRUST33739N10861,450$3.1M0.94%
25JPMORGAN46641Q83761,400$3.1M0.93%
26META PLATFORMSMETA13,856$2.9M0.88%
27UNITED RENTALSURI7,223$2.9M0.86%
28PITNEY BOWESPBI-PB683,714$2.7M0.80%
29ABBVIE INCABBV16,604$2.6M0.79%
30BRINKS COMPANYBCO37,903$2.5M0.76%
31ALPHABET INCGOOG24,145$2.5M0.75%
32QUALCOMM INCQCOM19,183$2.4M0.73%
33ISHARES 1-3YR46428745729,575$2.4M0.73%
34SPDR NUVEEN78468R73950,571$2.4M0.72%
35TUTOR PERINITPC368,015$2.3M0.68%
36BLACKSTONE INCBX25,153$2.2M0.66%
37SECTOR FINANCIAL81369Y60567,120$2.2M0.65%
38ISHARES CORE46428780421,697$2.1M0.63%
39ISHARES MSCI46428887743,229$2.1M0.63%
40GILEAD SCIENCESGILD25,055$2.1M0.62%
41AMGEN INCAMGN8,339$2.0M0.60%
42ETON PHARMACEUTICALSETON516,801$2.0M0.60%
43PIMCO INTERMEDIATE72201R86637,793$2.0M0.59%
44ALIBABA GROUPBBAAY19,222$2.0M0.59%
45ISHARES CORE46434G10339,208$1.9M0.57%
46ISHARES NATIONAL46428841417,496$1.9M0.56%
47VANGUARD TOTAL92193783525,504$1.9M0.56%
48VANGUARD HEALTH92204A5047,889$1.9M0.56%
49SHOPIFY INCSHOP38,920$1.9M0.56%
50NORTHROP GRUMMANNOC3,802$1.8M0.53%
51WISDOMTREE U SWT18,969$1.7M0.52%
52PERKINELMER INCRVTY12,238$1.6M0.49%
53SPDR S&PSPY3,973$1.6M0.49%
54ISHARES CALIFORNIA46428835628,302$1.6M0.49%
55VANGUARD CONSUMER92204A2078,268$1.6M0.48%
56BOEING COMPANYBA-PA7,525$1.6M0.48%
57VANGUARD TOTAL92190976828,679$1.6M0.47%
58ISHARES BIOTECHNOLOGY46428755612,093$1.6M0.47%
59ISHARES 20 PLUS46428743214,180$1.5M0.45%
60SECTOR HEALTHCARE81369Y20911,255$1.5M0.44%
61VANGUARD FSTE92204285835,813$1.4M0.43%
62VANGUARD SMALL9229087517,611$1.4M0.43%
63COHERENT CORPCOHR37,826$1.4M0.43%
64COLUMBIA INTL19761L20152,295$1.4M0.41%
65SPDR PORTFOLIO78464A80527,075$1.4M0.41%
66VANECK HIGH92189H40925,206$1.3M0.39%
67ALPS ALERIAN00162Q45233,704$1.3M0.39%
68FEDEX CORPFDX5,696$1.3M0.39%
69FIRST TRUST33740F80528,017$1.3M0.38%
70AMAZON COM INCAMZN12,050$1.2M0.37%
71GOLDMAN SACHSNVGLF12,395$1.2M0.37%
72ORACLE CORPORCL-PD13,356$1.2M0.37%
73WALT DISNEY25468710612,128$1.2M0.36%
74DRAFTKINGS INCDKNG62,670$1.2M0.36%
75ALPHABET INC CLASS CGOOG11,600$1.2M0.36%
76PAYPAL HOLDINGSPYPL15,883$1.2M0.36%
77FIRST TRUST33733E3028,124$1.2M0.36%
78HEWLETT PACKARDHPE-PC73,663$1.2M0.35%
79CIGNA GROUP1255231004,586$1.2M0.35%
80UNITEDHEALTH GROUPUNH2,403$1.1M0.34%
81VANECK SHORT92189F52866,378$1.1M0.34%
82MOTOROLA SOLUTIONSMSI3,870$1.1M0.33%
83DELUXE CORPDLX68,430$1.1M0.33%
84FIDELITY ADVISOR INTERM MUNI INC I31638R808105,590$1.1M0.32%
85MEDTRONIC PLCMDT12,941$1.0M0.31%
86ISHARES CORE46428715011,366$1.0M0.31%
87CATALENT INC14880610214,483$951,6840.29%
88CISCO SYSTEMSCSCO17,759$928,4060.28%
89MICROSOFT CORPMSFT3,170$913,9110.27%
90INVESCO MULTIIVZ44,612$911,4470.27%
91ELI LILLYLLY2,638$905,9430.27%
92BANK AMERICA06050510431,401$898,0680.27%
93BROADCOM INCAVGO1,368$878,1640.26%
94ISHARES MSCI4642888029,983$876,2290.26%
95APPLIED MATERIALS0382221057,125$875,1640.26%
96SECTOR ENERGY81369Y50610,539$873,0250.26%
97VANECK SEMICONDUCTOR92189F6763,278$862,7500.26%
98ISHARES GOLDIAU22,580$843,8140.25%
99HP INCHPQ28,532$837,4170.25%
100PIMCO ACTIVE72201R7758,927$828,0270.25%
101SECTOR CONSUMER81369Y30811,078$827,6720.25%
102ADOBE INCADBE2,115$815,0580.24%
103CHARTER COMMUNICATIONS16119P1082,194$784,5910.24%
104SALESFORCE INCCRM3,830$765,1600.23%
105UBER TECHNOLOGIES INCUBER23,750$752,8750.23%
106FIRST TRUST33734H10617,817$715,5310.21%
107CROWDSTRIKE HOLDINGSCRWD5,209$714,9920.21%
108VANGUARD REAL9229085538,492$705,2220.21%
109STARBUCKS CORPSBUX6,765$704,4420.21%
110BERKSHIRE HATHAWAYBRK-A2,242$692,2650.21%
111VANGUARD CA INTERM-TERM TAX-EXEMPT ADM92202140761,077$692,0100.21%
112INVESCO NASDAQIVZ5,238$691,4670.21%
113QUALCOMM INCQCOM5,410$690,2070.21%
114STERIS PLCSTE3,416$653,4130.20%
115VANGUARD TOTAL92203J40713,296$650,4890.19%
116SNOWFLAKE INCSNOW4,140$638,7650.19%
117JPMORGAN CHASEVYLD4,879$635,7850.19%
118TECHNOLOGY SELECT SECTORSPDR ETF81369Y8034,068$614,3080.18%
119INVESCO LIMITED TERM CA MUNICIPAL YIVZ194,728$609,5000.18%
120VANGUARD CONSUMER DISCRETIONARY ETF92204A1082,360$596,0180.18%
121MICRON TECHNOLOGY INCMU9,840$593,7630.18%
122BROADCOM INCAVGO900$577,3860.17%
123AMGEN INCAMGN2,342$566,1780.17%
124LOCKHEED MARTINLMT1,188$561,6030.17%
125ISHARES MSCI46429B6977,711$560,9160.17%
126GILEAD SCIENCES INCGILD6,750$560,0470.17%
127AMERICAN CENTURY02507250511,000$553,8500.17%
128VANGUARD INFORMATION92204A7021,410$543,5130.16%
129ISHARES TECHNOLOGY4642877215,780$536,5000.16%
130TESLA INCTSLA2,584$536,0790.16%
131VANGUARD FINANCIALS92204A4056,860$534,3280.16%
132INVSC QQQ TRUST SRS 1 ETFIVZ1,645$527,9290.16%
133JOHNSON & JOHNSONJNJ3,379$523,8040.16%
134STARBUCKS CORPSBUX4,970$517,5260.16%
135ALPHABET INC CLASS AGOOG4,920$510,3510.15%
136ISHARES 7-10YR4642874405,091$504,6320.15%
137ISHARES IBOXX4642885136,675$504,3000.15%
138SPDR SERIES78464A8706,420$489,2770.15%
139CITIGROUP INCC-PR10,384$486,9090.15%
140SHOPIFY INC FCLASS ASHOP9,900$474,6060.14%
141LAM RESEARCH CORPORATIONLRCX895$474,4570.14%
142BRISTOL MYERSCELG-RI6,745$467,5250.14%
143INVESCO HIGHIVZ21,700$467,4180.14%
144NVIDIA CORPNVDA1,680$466,6530.14%
145SPDR BLOOMBERG78468R6224,786$444,2850.13%
146ISHARES COHEN4642875647,984$443,4630.13%
147ROCKWELL AUTOMATIONROK1,500$440,1750.13%
148EXXON MOBILXOM4,007$439,4070.13%
149VANGUARD DIVIDEND APPRECIATION ETF9219088442,850$438,9280.13%
150PROCTER & GAMBLE7427181092,914$433,2880.13%
151PEPSICO INCPEP2,370$432,0510.13%
152INTL FLAVOR & FRAGRANCE4595061014,625$425,3140.13%
153ISHARES SEMICONDUCTOR464287523950$422,8210.13%
154HOME DEPOTHD1,364$402,6170.12%
155CVS HEALTH CORPCVS5,400$401,2740.12%
156META PLATFORMS INC CLASS AMETA1,890$400,5660.12%
157SELECT STR FINANCIAL SELECT SPDR ETF81369Y60512,274$394,6090.12%
158SELECT UTILITIES81369Y8865,819$393,8910.12%
159AMERICAN FUNDS TAX-EXEMPT BOND F287690260231,935$391,8530.12%
160INTEL CORPINTC11,835$386,6500.12%
161CHEVRON CORPCVX2,369$386,5270.12%
162ATOMERA INCATOM60,565$385,8070.12%
163WALMART INCWMT2,587$381,6010.11%
164COMCAST CORPCCZ10,054$381,1530.11%
165FIDELITY COVINGTON3160928248,015$380,5530.11%
166INTERDIGITAL INCIDCC5,180$377,6230.11%
167PULSE BIOSCIENCESPLSE111,101$373,2980.11%
168SKYWORKS SOLUTIONSSWKS3,106$366,4460.11%
169TRANSAMERICA INTERMEDIATE MUNI I89355J58133,575$358,2540.11%
170SPDR BLOOMBERG78468R6633,890$357,1800.11%
171WHIRLPOOL CORPWHR-PA2,665$351,8330.11%
172ISHARES TIPS4642871763,154$347,7320.10%
173VANECK GOLD92189F10610,686$345,7050.10%
174FRST TR CLFRNA MNCPL HGHINCM ETF33739P8637,000$344,6100.10%
175MERCK & COMPANYMRK3,230$343,7080.10%
176DWS GLOBAL MACRO S25156G60835,011$339,6080.10%
177BIOGEN INCBIIB1,194$331,9690.10%
178PHILIP MORRIS7181721093,350$325,7880.10%
179ALPS CLEAN00162Q4606,995$325,2070.10%
180PIMCO ACTIVE BOND ETF72201R7753,500$324,6420.10%
181PRUDENTIAL FINANCIALPUKPF3,900$322,6860.10%
182PFIZER INCPFE7,860$320,6920.10%
183PUTNAM CA TAX EXEMPT INCOME Y74644930542,840$311,8780.09%
184ADVANCED MICROAMD3,166$310,3010.09%
185PENN ENTERTAINMENTPENN10,452$310,0070.09%
186ISHARES CORE46434V6216,160$307,9750.09%
187SNOWFLAKE INC CLASS ASNOW1,950$300,8650.09%
188ISHARES U S4642886879,485$296,1420.09%
189AMARIN CORPAMRN196,735$295,1030.09%
190US TREASU NT 1 625 10/23UST NOTE DUE 10/31/23UNTCW300,000$294,6560.09%
191CRISPR THERAPEUTICSCRSP6,470$292,6410.09%
192COSTCO WHOLESALE22160K105576$286,6890.09%
193MICRON TECHNOLOGYMU4,740$286,0110.09%
194VANGUARD MUNICIPAL9229077465,616$284,5070.09%
195VANGUARD SMALL CAP ETF9229087511,500$284,3400.09%
196ENPHASE ENERGYENPH1,350$283,8780.09%
197RAYTHEON TECHNOLOGIESRTX2,856$279,6880.08%
198NIKE INCNKE2,269$278,3260.08%
199BERKSHIRE HATHAWAY CLASS BBRK-A900$277,8930.08%
200FIRST TRUST33738R5066,171$276,8920.08%
201ALIBABA GROUP HLDG LTD FADR 1 ADR REPS 8 ORD SHSBBAAY2,680$273,8420.08%
202VANGUARD GROWTH9229087361,086$271,0950.08%
203FIDELITY ADVISOR NEW INSIGHTS I3160716049,330$269,6380.08%
204CHURCH & DWIGHTCHD3,000$265,2300.08%
205BANK OF AMERICA CORP0605051049,100$260,2600.08%
206ABBOTT LABORATORIESABLZF2,505$253,6560.08%
207WALT DISNEY CO2546871062,500$250,3250.07%
208BIOGEN INCBIIB900$250,2270.07%
209SPDR PORTFOLIO78464A8545,191$249,9460.07%
210BLACKROCK STRATEGIC INCOME OPPS INSTLBLK26,911$248,9350.07%
211TURTLE BEACHTBCH24,500$245,4900.07%
212ABBVIE INCABBV1,525$243,0390.07%
213RIVERNORTH OPPORTUNITIES76881Y10921,200$240,8320.07%
214INMUNE BIOINMB37,105$239,7030.07%
215AVANTIS U S0250728773,217$238,2510.07%
216MONDELEZ INTERNATIONAL6092071053,379$235,5860.07%
217ISHARES CORE464287200572$235,3800.07%
218APPLE INC AAPL1,750$227,3770.07%
219PROCTER AND GAMBLE CO 7427181091,500$227,3400.07%
220INVESCO SOLARIVZ2,928$227,3210.07%
221FORD MOTOR34537086017,900$225,5400.07%
222REALTY INCOMEO3,560$225,4190.07%
223FIRST TRUST TCW OPPORTUNISTIC FI ETF33740F8055,000$225,3000.07%
224AMERICAN CENTURY INTERMTRM TX-FR BD I02493484620,288$219,1180.07%
225PIMCO SHORT TERM MUNI BOND ACTV ETF72201R8744,400$219,0320.07%
226VANGUARD S&P922908363580$218,1620.07%
227CHARGEPOINT HOLDINGSCHPT20,270$212,2280.06%
228ISHARES TOTAL USD BOND MARKET ETF46434V6134,580$211,3670.06%
229NIKE INC CLASS BNKE1,700$208,4880.06%
230ADVANCED MICRO DEVICES IAMD2,120$207,7810.06%
231NETFLIX INCNFLX594$205,2150.06%
232SEAGATE TECHNOLOGYSE3,100$204,9720.06%
233DEERE & CODE494$204,1570.06%
234ISHARES MSCI4642874652,844$203,4710.06%
235GARMIN LTDGRMN2,000$201,8400.06%
236JPMORGAN ULTRA SHORT INCOME ETF46641Q8374,000$201,2800.06%
237COCA COLA COMPANYKO3,176$197,0360.06%
238GENWORTH FINANCIAL37247D10639,200$196,7840.06%
239DFA US CORE EQUITY 2 I2332033976,894$196,2200.06%
240WISDOMTREE TRUSTWT2,378$195,4960.06%
241LOWES COMPANIES548661107966$193,3690.06%
242VICTORYSHARES US92647N7662,788$191,6630.06%
243VANGUARD WHITEHALL FDS INC HIGH DIV 9219464061,750$189,3670.06%
244NVIDIA CORPNVDA680$188,8890.06%
245BLACKROCK CALIFORNIA MUNI OPPS INSTLBLK15,841$187,7220.06%
246FIDELITY COVINGTON3160928404,925$187,5440.06%
247BOEING COBA-PA877$186,3010.06%
248GENERAL MOTORS37045V1005,073$186,0780.06%
249PACIFIC FUNDS STRATEGIC INCOME I-269447T73018,015$183,9390.06%
250UNITED PARCELUPS946$183,5160.05%
251ISHARES MORNINGSTAR4642883073,168$182,3500.05%
252FIRST TR DJ INTERNT IDX 33733E3021,465$180,4140.05%
253SALESFORCE INCCRM900$179,8020.05%
254VANGUARD MID922908629851$179,4940.05%
255FREEPORT-MCMORAN INC FCX4,700$178,6000.05%
256SPDR DOUBLELINE78467V8484,300$176,4290.05%
257ALTRIA GROUPMO3,950$176,2490.05%
258BIOMARIN PHARMACEUTICALBMRN1,810$176,0040.05%
259SOUTHERN COMPANYSOMN2,510$174,6460.05%
260VANGUARD REAL ESTATE ETF9229085532,100$174,3840.05%
261MCDONALDS CORPMCD614$171,8830.05%
262NEXTERA ENERGYNEE-PW2,207$170,1160.05%
263VANGUARD HEALTH CARE ETF92204A504700$166,9220.05%
264HENRY SCHEINHSIC2,000$163,0800.05%
265INVESCO CURRENCYSHARES EURO EURO FXE1,650$163,0200.05%
266ALLEGIANT TRAVELALGT1,750$160,9650.05%
267DFA INVESTMENT GRADE I23320G44816,154$160,8990.05%
268FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1064,000$160,6400.05%
269MARATHON PETROLEUMMARA1,191$160,5830.05%
270JOHNSON & JOHNSONJNJ1,034$160,2700.05%
271ISHARES EXPANDED464287549472$160,1590.05%
272BANK AMER CORP 0605051044,800$158,9760.05%
273TARGET CORPTGT957$158,5080.05%
274ISHARES PREFERRED INCOMESEC ETF4642886875,000$156,1000.05%
275VISA INCV692$156,0660.05%
276SPDR DOUBLELINE TTL RTRNTTCL ETF78467V8483,800$155,9140.05%
277PHILLIPS 66PSX1,534$155,5170.05%
278HARTFORD EQUITY INCOME I4166497057,869$153,6920.05%
279VANGUARD FTSE EMERGING MARKETS ETF9220428583,800$153,5200.05%
280WORKDAY INCWDAY720$148,7090.04%
281AMERICAN WATER0304201031,000$146,4900.04%
282ISHARES U S4642877541,460$146,2340.04%
283ISHARES MSCI4642885701,850$144,2820.04%
284JPMORGAN LARGE CAP GROWTH I4812C05302,946$143,8600.04%
285MADISON SQUARE55825T103719$140,0980.04%
286ORACLE CORPORCL-PD1,500$139,3800.04%
287ENTERGY CORPENO1,251$134,7830.04%
288FIDELITY ADVISOR INVESTMENT GR BD I31614686918,481$133,9930.04%
289BAIRD CORE INTERMEDIATE MUNICPL BD INSTL05707165613,095$133,9700.04%
290NETFLIX INC NFLX445$131,2210.04%
291PIMCO DYNAMIC72201Y1017,218$130,0680.04%
292GILEAD SCIENCES INC GILD1,500$128,7750.04%
293T ROWE PRICE HEALTH SCIENCES7414801071,467$128,7520.04%
294FIRST TRUST MANAGED MUNICIPAL ETF33739N1082,500$127,3390.04%
295ISHARES TR CORE US AGGBD 4642872261,300$126,0870.04%
296RAYTHEON TECHNOLOGIES CORTX1,275$124,8600.04%
297ETFMG ALTERNATIVE26924G50835,300$124,2560.04%
298NOVO NORDISKNONOF779$123,9700.04%
299HONEYWELL INTL438516106643$122,8910.04%
300LUMINAR TECHNOLOGIESLAZRQ18,850$122,3370.04%
301FORD MTR CO DEL 34537086010,500$122,1150.04%
302AMERICAN ELECTRIC0255371011,337$121,6540.04%
303LENNAR CORPLEN-B1,152$121,1460.04%
304TOUCHSTONE MID CAP A89155H6292,761$118,8190.04%
305ISHARES FLOATING46429B6552,353$118,5670.04%
306ISHARES US TECHNOLOGY ETF4642877211,276$118,4250.04%
307EBAY INCEBAY2,660$118,0360.04%
308VANGUARD MATERIALS92204A801663$118,0060.04%
309VANGUARD CONSUMER STAPLES ETF92204A207600$116,1120.03%
310DFA US LARGE COMPANY I25434D8234,124$115,4720.03%
311SCHWAB S&P 500 INDEX8085098551,816$114,7530.03%
312AIRBNB INCABNB920$114,4480.03%
313BOEING CO BA-PA600$114,2940.03%
314PIMCO ENHANCED SHRT MATURTY ACTV ETF72201R8331,150$114,1370.03%
315ISHARES TR IBOXX HI YD 4642885131,550$114,1260.03%
316GENERAL ELECTRIC3696043011,174$112,3100.03%
317DUPONT DEDD1,547$111,0280.03%
318VANECK INTERMEDIATE92189H2012,350$109,2050.03%
319AT&T INCT-PC5,485$105,5880.03%
320SPDR S&PMDY230$105,4350.03%
321OGE ENERGY CORPOGE2,760$103,9420.03%
322VANGUARD VALUE922908744750$103,5820.03%
323VANGUARD HIGH DIVIDEND YIELD ETF921946406980$103,3900.03%
324ISHARES CORE464287507410$102,6090.03%
325DWS ESG CORE EQUITY S25159G8865,845$102,3510.03%
326HAWAIIAN ELEC INDS INC4198701002,665$102,3360.03%
327ANHEUSER BUSCH INBEV SA/NV BUDFF1,700$102,0680.03%
328PFIZER INCPFE2,500$102,0000.03%
329PROLOGIS INCPLDGP815$101,6870.03%
330MAGNA INTERNATIONAL5592224011,894$101,4620.03%
331SPDR S&P MIDCAP 400 ETFMDY220$100,8500.03%
332KRANESHARES ELECTRIC5007678273,275$100,4770.03%
333FIRST EAGLE GLOBAL I32008F6061,608$99,3780.03%
334EDWARDS LIFESCIENCESEW1,200$99,2760.03%
335CONOCOPHILLIPSCOP1,000$99,2100.03%
336ILLINOIS TOOL452308109406$98,8410.03%
337ISHARES RUSSELL464287622430$96,8490.03%
338ROYAL BANK7800871021,000$95,5800.03%
339ISHARES TR CORE MSCI 46432F8421,550$95,5420.03%
340VANGUARD WHITEHALL FDS EMERG MKT BD 9219468851,550$94,5190.03%
341DFA US LARGE CAP VALUE I2332038272,268$94,0630.03%
342CATERPILLAR INCCAT409$93,6810.03%
343VERIZON COMMUNICATIONSVZ2,320$90,2260.03%
344CONSUMER DISCRETIONARY81369Y407600$89,7240.03%
345SPDR PORTFOLIO78463X8892,793$89,7110.03%
346ISHARES U S464287846885$88,5620.03%
347SELECT SECTOR HEALTH CARE SPDR ETF81369Y209680$88,0320.03%
348SPDR PORTFOLIO78464A4742,950$87,4090.03%
349COSTCO WHOLESALE CO22160K105175$86,9520.03%
350DISNEY WALT CO 2546871061,000$86,8800.03%
351ANHEUSER BUSCHBUDFF1,300$86,7490.03%
352FEDEX CORP FDX500$86,6000.03%
353BAKER HUGHESBKR3,000$86,5800.03%
354DOUBLELINE TOTAL RETURN BOND I2586201039,512$85,3250.03%
355PALO ALTOPANW424$84,6900.03%
356FIRST TRUST33739P3011,800$84,4020.03%
357STARBUCKS CORP SBUX850$84,3200.03%
358EOG RESOURCESEOG721$82,6480.02%
359SOLAREDGE TECHNOLOGIESSEDG270$82,0670.02%
360GOLDMAN SACHSGSCE250$81,7780.02%
361MFS MASSACHUSETTS INV GR STK A5757191092,294$81,6970.02%
362CORNING INCGLW2,288$80,7300.02%
363INVESCO WATERIVZ1,510$80,5910.02%
364DOORDASH INC CLASS ADASH1,250$79,4500.02%
365SIGNET JEWELERSSIG1,018$79,1800.02%
366DOW INCDOW1,444$79,1600.02%
367SERVICE NOW INCNOW170$79,0020.02%
368VANECK AGRIBUSINESS92189F700909$78,9780.02%
369VANGUARD INDEX FDS SMALL CP 922908751430$78,9220.02%
370FREEPORT MCMORANFCX1,912$78,2300.02%
371SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y8861,100$77,5500.02%
372ISHARES MSCI4642863501,838$77,3250.02%
373SPDR PORTFOLIO78464A5081,875$76,3510.02%
374VANGUARD SHORT92206C4091,000$76,2300.02%
375SPDR S&P BIOTECH ETF78464A8701,000$76,2100.02%
376AT&T INC T-PC4,100$75,4810.02%
377ISHARES NATIONAL MUNI BOND ETF464288414700$75,4180.02%
378ALPS TR CLEAN ENERGY 00162Q4601,650$75,0580.02%
379THE COCA-COLA COKO1,200$74,4360.02%
380BANK AMERICA COR 6 PFDPFD SER GG0605052293,000$73,8300.02%
381ISHARES 0-546429B747737$73,1330.02%
382GENERAL DYNAMICSGD319$72,8000.02%
383INVESCO S&PIVZ500$72,3100.02%
384EVERGY INCEVRG1,174$71,7550.02%
385WELLTOWER INC REITWELL1,000$71,6900.02%
386AMAZON COM INC AMZN850$71,4000.02%
387SPDR PORTFOLIO78464A6492,733$70,4840.02%
388ARK ETF TR INNOVATION 00214Q1042,250$70,2900.02%
389ACCENTURE PLCACN245$70,0240.02%
390WELLS FARGO & 5 85 PFDPFD SER QWFC-PZ3,000$69,7800.02%
391BP PLCBPPFF1,811$68,7120.02%
392CATERPILLAR INCCAT300$68,6520.02%
393BLOCK INCBSQKZ982$67,4160.02%
394PARAMOUNT GLOBAL92556H2063,020$67,3770.02%
395ISHARES RUSSELL464287655375$66,9000.02%
396FIRST TRUST INTERNET INDEX CF ETF33733E302450$66,5320.02%
397HCA HEALTHCAREHCA252$66,4470.02%
398TARGET CORPTGT400$66,2520.02%
399INVESCO NASDAQ 100 ETFIVZ500$66,0050.02%
400SELECT SECTOR SPDR TR SBI INT-FINL 81369Y6051,900$64,9800.02%
401MICRON TECHNOLOGY INC MU1,300$64,9740.02%
402AMERICAN CENTURY INTERMTRM TX-FR BD INV0249345075,996$64,7660.02%
403DUKE ENERGYDUKB671$64,7310.02%
404REX AMERICANREX2,250$64,3280.02%
405GOLDMAN SACHSGSBD4,700$64,1550.02%
406NEXTERA ENERGYNEE-PW1,050$63,7880.02%
407NEUBERGER BERMAN REAL ESTATE I6412247954,968$62,9000.02%
408MFS MID CAP VALUE A55272P6382,277$62,4000.02%
409NETFLIX INCNFLX180$62,1860.02%
410AMERICAN FUNDS INVMT CO OF AMER A4613081081,413$61,7970.02%
411PFIZER INC PFE1,200$61,4880.02%
412ISHARES RUSSELL464287598400$60,9040.02%
413ISHARES U S464287762222$60,8050.02%
414HUNTINGTON BANCSHARESHBANP5,353$59,9540.02%
415ISHARES CORE S&P SMALL CAP ETF464287804620$59,9540.02%
416TEXAS INSTRUMENTS882508104322$59,8950.02%
417VALERO ENERGYVLO428$59,8660.02%
418ALBEMARLE CORPALB-PA270$59,6810.02%
419AMERICAN EXPRESS CO AXP400$59,1000.02%
420DFA US SMALL CAP VALUE I2332038191,493$58,3980.02%
421UNION PACIFIC CORPUNP290$58,3660.02%
422UNILEVER PLCUNLYF1,123$58,3170.02%
423STRYKER CORPSYK203$57,9510.02%
424INTL BUSINESSINTR438$57,4180.02%
425TRAVELERS COSTRV334$57,2520.02%
426ISHARES MSCI4642872341,441$56,8880.02%
427ISHARES RUSSELL464287630415$56,8630.02%
428WAL-MART STORES INC WMT400$56,7160.02%
429VANGUARD EMERGING921946885905$56,3910.02%
430EXTRA SPACEEXR345$56,2110.02%
431WALGREENS BOOTS9314271081,620$56,0200.02%
432SOUTHWEST AIRLINES8447411081,702$55,3840.02%
433UPSTART HOLDINGSUPST3,465$55,0640.02%
434SPDR GOLD SHARES ETFGLD300$54,9660.02%
435JPMORGAN CORE BOND I4812C03815,189$53,8130.02%
436INVESCO QQQ TR IVZ200$53,2560.02%
437PLUG POWERPLUG4,535$53,1500.02%
438ETF SER26922A8422,825$52,6300.02%
439ARK NEXT00214Q401961$51,5190.02%
440ELECTRONIC ARTSEA425$51,1920.02%
441SECTOR INDUSTRIAL81369Y704505$51,0960.02%
442LORD ABBETT INTERMEDIATE TAX FREE F5439127945,013$50,9360.02%
443ONEOK INCOKE800$50,8320.02%
444DFA INTERNATIONAL CORE EQUITY I2332033713,471$50,3420.02%
445VANGUARD FTSE922042775929$49,6740.01%
446BECTON DICKINSONBDX198$49,0130.01%
447AMERICAN EXPRESSAXP293$48,3300.01%
448AMERICAN FUNDS NEW WORLD F1649280401684$48,1490.01%
449RESMED INCRSMDF219$48,1320.01%
450ISHARES MSCI46432F396346$48,1080.01%
451SPLUNK INC848637104500$47,9400.01%
452ISHARES CORE US AGGREGATE BOND ETF464287226480$47,8270.01%
453ISHARES MSCI46429B689705$47,6940.01%
454LOCKHEED MARTIN CORPLMT100$47,2730.01%
455CVS HEALTH CORP CVS500$46,5950.01%
456HARTFORD SHORT41653L6021,200$45,8100.01%
457MADISON SQUARESPHR772$45,6020.01%
458TEVA PHARMACEUTICAL INDS LTD 8816242095,000$45,6000.01%
459COINBASE GLOBALCOIN671$45,3420.01%
460FRANKLIN LIBERTY353506108500$45,1900.01%
461KLA CORPKLAC113$45,1060.01%
462TILRAY BRANDSTLRY17,750$44,9080.01%
463SPDR FUND CONSUMER DISCRE SELECT ETF81369Y407300$44,8620.01%
464HARTFORD FINANCIALHIG-PG637$44,3920.01%
465ISHARES MSCI46434V464300$44,3820.01%
466ETF MANAGERS TR PRIME CYBR 26924G2011,000$44,0500.01%
467UNITED STATESUNTCW662$43,9840.01%
468INTEL CORPINTC1,344$43,9080.01%
469DFA EMERGING MARKETS CORE EQUITY I2332034212,065$43,8650.01%
470ANALOG DEVICESADI222$43,7830.01%
471WASTE MANAGEMENT94106L109267$43,6770.01%
472SEA LTD FUNADR 1 ADR REPS 1 ORD SHSSE500$43,2750.01%
473SCOTTS MIRACLE-GROSMG609$42,4840.01%
474FRANKLIN USFGDL2,000$42,4600.01%
475INTERNATIONAL BUSINESS MACHS INTR300$42,2670.01%
476VANGUARD HIGH DIVIDEND YIELD ETF921946406400$42,2000.01%
477ISHARES SELF46435U3661,100$42,1960.01%
478ASTRAZENECA PLCAZN597$41,4380.01%
479WORKDAY INC CLASS AWDAY200$41,3080.01%
480COLUMBIA MULTI19761L6072,000$41,2400.01%
481REGENERON PHARMACEUTICALREGN50$41,0840.01%
482ISHARES CORE46429B663400$40,6640.01%
483INVESCO AEROSPACEIVZ500$40,2750.01%
484ISHARES CALIFORNIA MUNI BOND ETF464288356700$40,1940.01%
485MDU RESOURCES GROUP5526901091,318$40,1720.01%
486GLOBAL X37954Y855630$40,0370.01%
487PALO ALTO NETWORKSPANW200$39,9480.01%
488FISERV INCFISV351$39,6740.01%
489CHESAPEAKE ENERGYEXE520$39,5410.01%
490HARTFORD SCHRODERS41653L4042,000$39,2210.01%
491ABBOTT LABORATORIESABLZF384$38,8830.01%
492ISHARES GLOBAL4642882241,950$38,5710.01%
493VANGUARD INFORMATION TECHNOLOGY ETF92204A702100$38,5470.01%
494ISHARES U S464287697460$38,5070.01%
495CAPITAL ONE14040H105400$38,4640.01%
496JPMORGAN EQUITY PREMIUM INCOME I46645V6752,837$38,3300.01%
497BLACKROCK INCBLK57$38,1400.01%
498UPSTART HLDGS INCUPST2,400$38,1360.01%
499ZIMMER BIOMETZBH295$38,1140.01%
500SPROUTS FARMERS85208M1021,075$37,6570.01%