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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 Q1 2024 · Filed April 19, 2024 · Accession 0001538383-24-000002

Total Value
$417.2M
Positions
1,138
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD HIGH921946406118,707$14.4M3.52%
2VANGUARD TOTAL92290876954,893$14.3M3.49%
3INVESCO QQQIVZ29,386$13.0M3.19%
4APPLE INCAAPL54,109$9.3M2.27%
5UBER TECHNOLOGIESUBER119,255$9.2M2.25%
6MICROSOFT CORPMSFT21,380$9.0M2.20%
7ISHARES CORE46432F842108,113$8.0M1.96%
8AMAZON COMAMZN37,604$6.8M1.66%
9ISHARES CORE46428722668,683$6.7M1.65%
10JPMORGAN46641Q837120,001$6.1M1.48%
11APPLE INCAAPL35,602$6.1M1.48%
12VANGUARD CONSUMER92204A10818,776$6.0M1.46%
13META PLATFORMSMETA12,137$5.9M1.44%
14ALPHABET INCGOOG38,382$5.8M1.42%
15VANGUARD DIVIDEND92190884431,004$5.7M1.39%
16PIMCO EHNANCED72201R83350,452$5.1M1.24%
17ISHARES CORE46434V613110,912$5.1M1.24%
18SPDR GOLDGLD22,144$4.6M1.11%
19TUTOR PERINITPC314,915$4.6M1.11%
20CVS HEALTHCVS55,198$4.4M1.08%
21SECTOR TECHNOLOGY81369Y80320,920$4.4M1.07%
22SPDR SERIES78464A76331,132$4.1M1.00%
23UNITED RENTALSURI5,148$3.7M0.91%
24FIRST TRUST33739P86373,850$3.7M0.90%
25PIMCO SHORT72201R87471,750$3.6M0.88%
26NORTHROP GRUMMAN CONOC7,428$3.5M0.86%
27ALPHABET INCGOOG21,357$3.3M0.80%
28QUALCOMM INCQCOM18,906$3.2M0.78%
29FIRST TRUST33739N10858,900$3.0M0.74%
30BRINKS COMPANYBCO32,070$3.0M0.73%
31ABBVIE INCABBV15,880$2.9M0.71%
32PITNEY BOWESPBI-PB655,264$2.8M0.69%
33SECTOR FINANCIAL81369Y60566,455$2.8M0.69%
34HARROW INCHROW210,079$2.8M0.68%
35SHOPIFY INCSHOP34,740$2.7M0.66%
36AMAZON COM INCAMZN14,409$2.6M0.64%
37ISHARES CORE46434G10349,492$2.6M0.63%
38SECTOR HEALTHCARE81369Y20917,230$2.5M0.62%
39SPDR S&PSPY4,841$2.5M0.62%
40VANGUARD HEALTH92204A5049,226$2.5M0.61%
41ISHARES 1-3YR46428745730,308$2.5M0.61%
42AMGEN INCAMGN8,216$2.3M0.57%
43NVIDIA CORPNVDA2,619$2.3M0.56%
44ISHARES CORE46428780420,498$2.3M0.55%
45ISHARES CALIFORNIA46428835638,520$2.2M0.54%
46ETON PHARMACEUTICALSETON573,460$2.2M0.53%
47ISHARES NATIONAL46428841419,718$2.1M0.52%
48PIMCO INTERMEDIATE72201R86636,793$1.9M0.47%
49VANGUARD CONSUMER92204A2079,428$1.9M0.47%
50FIRST TRUST33740F80543,397$1.9M0.46%
51VANGUARD TOTAL92193783525,408$1.8M0.45%
52VANGUARD TOTAL92190976830,191$1.8M0.45%
53CIGNA GROUP1255231004,966$1.8M0.44%
54SPDR PORTFOLIO78464A80528,013$1.8M0.44%
55COHERENT CORPCOHR29,623$1.8M0.44%
56ISHARES BIOTECHNOLOGY46428755612,968$1.8M0.44%
57WISDOMTREE U SWT17,428$1.8M0.43%
58ELI LILLYLLY2,276$1.8M0.43%
59BROADCOM INCAVGO1,335$1.8M0.43%
60ALPHABET INC CLASS CGOOG11,111$1.7M0.43%
61VANGUARD SMALL9229087517,585$1.7M0.42%
62BLACKSTONE INCBX12,970$1.7M0.42%
63BROADCOM INCAVGO1,243$1.7M0.41%
64ORACLE CORPORCL-PD13,336$1.7M0.41%
65AVANTIS U S02507287717,642$1.7M0.40%
66UBER TECHNOLOGIES INCUBER21,453$1.6M0.40%
67DRAFTKINGS INCDKNG35,905$1.6M0.40%
68FIRST TRUST33733E3027,942$1.6M0.40%
69NORTHROP GRUMMANNOC3,377$1.6M0.40%
70VANECK SEMICONDUCTOR92189F6767,044$1.6M0.39%
71COLUMBIA INTL19761L20151,515$1.6M0.39%
72GILEAD SCIENCESGILD21,174$1.6M0.38%
73ISHARES 20 PLUS46428743216,358$1.5M0.38%
74VANGUARD FSTE92204285836,813$1.5M0.38%
75REVVITY INCRVTY14,465$1.5M0.37%
76CHARTER COMMUNICATIONS16119P1085,212$1.5M0.37%
77MEDTRONIC PLCMDT16,907$1.5M0.36%
78INVESCO NASDAQIVZ8,063$1.5M0.36%
79ISHARES CORE46428715012,517$1.4M0.35%
80SPDR NUVEEN78468R73930,071$1.4M0.35%
81FEDEX CORPFDX4,699$1.4M0.33%
82BOEING COMPANYBA-PA6,976$1.3M0.33%
83MICROSOFT CORPMSFT3,140$1.3M0.33%
84TRIMBLE INCTRMB20,695$1.3M0.33%
85APPLIED MATERIALS0382221056,335$1.3M0.32%
86SECTOR CONSUMER81369Y30817,070$1.3M0.32%
87ALPS ALERIAN00162Q45226,614$1.3M0.31%
88VANGUARD TOTAL92203J40723,831$1.2M0.29%
89FIDELITY ADVISOR INTERM MUNI INC I31638R808115,494$1.2M0.29%
90BANK AMERICA06050510430,831$1.2M0.29%
91JPMORGAN ULTRA SHORT INCOME ETF46641Q83721,849$1.1M0.28%
92SALESFORCE INCCRM3,790$1.1M0.28%
93VANECK SHORT92189F52866,504$1.1M0.28%
94HEWLETT PACKARDHPE-PC62,738$1.1M0.27%
95CROWDSTRIKE HOLDINGSCRWD3,433$1.1M0.27%
96DELUXE CORPDLX53,110$1.1M0.27%
97MOTOROLA SOLUTIONSMSI3,063$1.1M0.27%
98MICRON TECHNOLOGY INCMU9,201$1.1M0.27%
99CATALENT INC14880610219,023$1.1M0.26%
100PAYPAL HOLDINGSPYPL15,860$1.1M0.26%
101ADOBE INCADBE2,095$1.1M0.26%
102ISHARES MSCI46428887719,362$1.1M0.26%
103FIRST TRUST33734H10624,657$1.0M0.25%
104JPMORGAN CHASEVYLD5,166$1.0M0.25%
105VANECK HIGH92189H40919,451$1.0M0.25%
106ISHARES MSCI4642888029,265$1.0M0.25%
107FIRST TRUST33740J10450,000$1.0M0.25%
108GOLDMAN SACHSNVGLF9,921$1.0M0.24%
109ALIBABA GROUPBBAAY13,780$997,1170.24%
110UNITEDHEALTH GROUPUNH1,983$980,9950.24%
111BERKSHIRE HATHAWAYBRK-A2,311$971,8210.24%
112BLACKROCK SHORT46431W50719,000$958,7400.23%
113META PLATFORMS INC CLASS AMETA1,927$946,8310.23%
114NVIDIA CORPNVDA992$896,3730.22%
115ISHARES GOLDIAU21,068$885,0670.22%
116CISCO SYSTEMSCSCO17,677$882,2810.22%
117HP INCHPQ28,992$876,1380.21%
118PIMCO ACTIVE72201R7759,252$849,8900.21%
119SECTOR ENERGY81369Y5068,995$849,2930.21%
120QUALCOMM INCQCOM4,843$831,6390.20%
121VANGUARD CONSUMER DISCRETIONARY ETF92204A1082,530$798,7710.20%
122FIDELITY COVINGTON31609282414,175$796,4030.19%
123CAPITAL GROUP14021D10727,330$795,5790.19%
124WALT DISNEY2546871066,468$791,4750.19%
125SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES808515696782,085$782,0850.19%
126SELECT UTILITIES81369Y88611,844$777,5680.19%
127VANGUARD FINANCIALS92204A4057,493$767,2450.19%
128STERIS PLCSTE3,382$760,3410.19%
129ISHARES TECHNOLOGY4642877215,625$759,7870.19%
130TECHNOLOGY SELECT SECTORSPDR ETF81369Y8033,633$758,7520.19%
131VANECK INTERMEDIATE92189H20116,120$749,7420.18%
132AMERICAN CENTURY02507250514,800$748,1400.18%
133LAM RESEARCH CORPORATIONLRCX760$738,3930.18%
134SHOPIFY INC FCLASS ASHOP9,300$727,1670.18%
135VANGUARD CA INTERM-TERM TAX-EXEMPT ADM92202140761,875$704,1470.17%
136ALPHABET INC CLASS AGOOG4,520$702,8140.17%
137SNOWFLAKE INCSNOW4,330$699,7280.17%
138STARBUCKS CORPSBUX7,078$646,8610.16%
139INVSC QQQ TRUST SRS 1 ETF IVIVZ1,445$642,9520.16%
140CITIGROUP INCC-PR9,959$629,8060.15%
141ISHARES SEMICONDUCTOR4642875232,778$627,6050.15%
142SUPER MICRO COMPUTERSMCI605$627,4750.15%
143FRST TR CLFRNA MNCPL HGHINCM ETF33739P86312,000$594,8400.15%
144MICRON TECHNOLOGYMU4,771$593,0350.15%
145VANECK LONG92189F53632,800$590,7300.14%
146SPDR BLOOMBERG78468R6226,160$586,4790.14%
147SELECT STR FINANCIAL SELECT SPDR ETF81369Y60513,974$585,3700.14%
148SPDR SERIES78464A8705,970$566,4980.14%
149FIDELITY COVINGTON31609284012,465$564,8370.14%
150VANGUARD HIGH DIVIDEND YIELD ETF9219464064,628$557,8120.14%
151LOCKHEED MARTINLMT1,175$534,4720.13%
152AMGEN INCAMGN1,842$521,3590.13%
153ATOMERA INCATOM84,570$520,9520.13%
154ADVANCED MICROAMD2,874$518,7310.13%
155TESLA INCTSLA2,921$513,4870.13%
156INTERDIGITAL INCIDCC4,768$507,6010.12%
157HARTFORD TOTAL41653L30515,000$506,1000.12%
158INTEL CORPINTC11,270$497,7960.12%
159ISHARES U S TR BLACKROCK ST MAT46431W5079,700$489,4620.12%
160PIMCO SHORT TERM MUNI BOND ACTV ETF72201R8748,100$488,1380.12%
161INVESCO HIGHIVZ21,700$484,9950.12%
162JOHNSON & JOHNSONJNJ3,060$484,1240.12%
163HARTFORD MUN41653L50312,250$475,7900.12%
164HOME DEPOTHD1,226$470,5620.12%
165EXXON MOBILXOM4,007$465,7740.11%
166VANGUARD DIVIDEND APPRECIATION ETF9219088442,549$462,7190.11%
167CHEVRON CORPCVX2,924$461,2320.11%
168CRISPR THERAPEUTICSCRSP6,733$458,9210.11%
169STARBUCKS CORPSBUX4,920$450,3270.11%
170VANGUARD REAL9229085535,171$447,2280.11%
171VANGUARD S&P922908363912$438,7570.11%
172ROCKWELL AUTOMATIONROK1,500$436,9950.11%
173WALMART INCWMT7,242$435,7650.11%
174ISHARES COHEN4642875647,479$431,5690.11%
175VANGUARD GROWTH9229087361,245$428,5450.10%
176COSTCO WHOLESALE22160K105577$423,1730.10%
177PRUDENTIAL FINANCIALPUKPF3,600$422,6400.10%
178PROCTER & GAMBLE7427181092,603$422,3420.10%
179ISHARES 7-10YR4642874404,385$415,1410.10%
180TURTLE BEACHTBCH23,600$406,8640.10%
181INMUNE BIOINMB34,390$404,0840.10%
182AMERICAN FUNDS TAX-EXEMPT BOND F287690260232,571$402,9130.10%
183PIMCO ACTIVE BOND ETF72201R7754,399$399,5610.10%
184PEPSICO INCPEP2,280$399,0230.10%
185ADVANCED MICRO DEVICE INAMD2,174$398,5810.10%
186MERCK & COMPANYMRK3,012$397,5240.10%
187HARTFORD MUNICIPAL OPPORTNITS ETF41653L50310,000$387,6000.09%
188COSTCO WHOLESALE CO22160K105525$378,6510.09%
189VANGUARD INFORMATION92204A702715$374,9030.09%
190TRANSAMERICA INTERMEDIATE MUNI I89355J58134,318$368,2420.09%
191SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES808515605365,035$365,0350.09%
192VANGUARD SMALL CAP ETF IV9229087511,583$358,7550.09%
193BERKSHIRE HATHAWAY CLASS BBRK-A850$357,1700.09%
194VANGUARD WHITEHALL FDS INC HIGH DIV9219464062,950$356,9200.09%
195BRISTOL MYERSCELG-RI6,561$355,8540.09%
196DWS GLOBAL MACRO S25156G60835,011$354,3130.09%
197INVESCO LIMITED TERM CA MUNICIPAL YIVZ125,486$352,7730.09%
198CVS HEALTH CORPCVS4,400$350,0640.09%
199FIRST TRUST33738R5066,171$346,6250.08%
200FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1068,000$335,0400.08%
201ISHARES CORE464287200630$331,2270.08%
202SKYWORKS SOLUTIONSSWKS3,055$330,9180.08%
203AMERICAN CENTURY INTERMTRM TX-FR BD I02493484630,569$330,1530.08%
204PUTNAM CA TAX EXEMPT INCOME Y74644930544,303$326,9600.08%
205SNOWFLAKE INC CLASS ASNOW2,018$323,9290.08%
206ISHARES CORE46434V6215,519$320,4610.08%
207PENN ENTERTAINMENTPENN17,274$314,5600.08%
208CHURCH & DWIGHTCHD3,000$312,9300.08%
209PHILIP MORRIS7181721093,350$306,9270.08%
210WISDOMTREE FLOATINGWT6,100$306,7690.08%
211ISHARES U S4642878462,345$300,3720.07%
212ISHARES MSCI46429B6973,585$299,6910.07%
213HARBOR CORE PLUS INSTITUTIONAL41151110829,818$298,7830.07%
214GARMIN LTDGRMN2,000$297,7400.07%
215INVESCO QQQ TRIVZ670$297,4860.07%
216FIDELITY ADVISOR NEW INSIGHTS I3160716047,478$295,5650.07%
217PIMCO ENHANCED SHRT MATURTY ACTV ETF72201R8332,950$295,3830.07%
218SELECT SECTOR HEALTH CARE SPDR ETF81369Y2091,990$291,4750.07%
219SEAGATE TECHNOLOGYSE3,100$288,4550.07%
220SPDR PORTFOLIO78464A8544,636$285,2530.07%
221GILEAD SCIENCES INCGILD3,900$284,2320.07%
222VANGUARD MUNICIPAL9229077465,616$284,1700.07%
223PULSE BIOSCIENCESPLSE32,160$280,1150.07%
224SALESFORCE INCCRM922$278,6830.07%
225ABBOTT LABORATORIESABLZF2,451$278,5800.07%
226FIRST TRUST MANAGED MUNICIPAL ETF IV33739N1085,366$274,9530.07%
227ABBVIE INCABBV1,519$274,5740.07%
228APPLE INCAAPL1,600$274,3680.07%
229ISHARES TOTAL USD BOND MARKET ETF46434V6136,030$272,1940.07%
230ISHARES MORGSTAR MID CAPGRO ETF4642883073,863$270,9890.07%
231WHIRLPOOL CORPWHR-PA2,245$268,5710.07%
232FIRST TRUST TCW OPPORTUNISTIC FI ETF33740F8056,200$268,0880.07%
233BANK OF AMERICA CORP0605051047,100$266,3920.07%
234FIRST TRUST33739Q4084,421$263,5800.06%
235VANGUARD HEALTH CARE ETF92204A504970$260,1340.06%
236COMCAST CORPCCZ5,994$259,8440.06%
237BIOGEN INCBIIB1,204$259,6200.06%
238RIVERNORTH OPPORTUNITIES76881Y10921,200$255,2480.06%
239VANGUARD MID9229086291,009$252,1100.06%
240KRANESHARES TR5007673069,375$246,1020.06%
241DFA US CORE EQUITY 2 I2332033976,894$244,5510.06%
242JPMORGAN ACTIVE GROWTH ETF46654Q6093,469$244,1480.06%
243ISHARES EXPANDED4642875492,832$244,0620.06%
244PFIZER INCPFE8,750$242,8220.06%
245MARATHON PETROLEUMMARA1,191$239,9870.06%
246TFF PHARMACEUTICALS87241J20339,225$236,9200.06%
247PHILLIPS 66PSX1,434$234,2290.06%
248VANECK GOLD92189F1067,286$230,4110.06%
249MONDELEZ INTERNATIONAL6092071053,263$228,4100.06%
250PROCTER AND GAMBLE CO7427181091,400$227,1500.06%
251VICTORYSHARES US92647N7662,788$226,8320.06%
252ISHARES MORNINGSTAR4642883073,169$224,0000.05%
253JPMORGAN ACTIVE VALUE ETF46641Q1673,731$222,6280.05%
254LOWES COMPANIES548661107866$220,6870.05%
255WISDOMTREE TRUSTWT4,556$220,0540.05%
256RTX CORPRTX2,256$220,0270.05%
257WORKDAY INCWDAY780$212,7460.05%
258AVANTIS US SMALL CAP VALUE ETF0250728772,250$209,2270.05%
259GENERAL ELECTRIC3696043011,175$206,2850.05%
260ISHARES GLOBAL46428822414,650$204,8070.05%
261BIOGEN INCBIIB950$204,0880.05%
262DEERE & CODE495$203,6390.05%
263NIKE INCNKE2,132$200,3770.05%
264ARISTOTLE STRATEGIC INCOME I-204045F63419,037$198,7470.05%
265HARTFORD EQUITY INCOME I4166497059,648$197,8970.05%
266VISA INCV708$197,5890.05%
267BLACKROCK CALIFORNIA MUNI OPPS INSTLBLK16,342$195,6160.05%
268SELECT SECTOR SPDR TR SBI INT-UTILS81369Y8862,950$193,6670.05%
269LENNAR CORPLEN-B1,121$192,7900.05%
270REALTY INCOMEO3,560$192,5960.05%
271SPDR DOUBLELINE78467V8484,800$192,2400.05%
272HARTFORD TOTAL RETURN ETF41653L3055,700$190,9500.05%
273NETFLIX INCNFLX314$190,7030.05%
274ORACLE CORPORCL-PD1,519$190,6040.05%
275INVESCO SOLARIVZ4,181$189,7150.05%
276FIRST EAGLE GLOBAL I32008F6062,795$188,9550.05%
277TARGET CORPTGT1,061$188,0800.05%
278ISHARES MSCI4642874652,338$186,7610.05%
279ISHARES MSCI4642885701,850$186,4990.05%
280INVESCO MULTIIVZ7,514$186,0640.05%
281COCA COLA COMPANYKO3,028$185,2620.05%
282ISHARES U S4642877541,460$183,5370.04%
283NOVO NORDISKNONOF1,428$183,3550.04%
284VANGUARD VALUE9229087441,118$182,1970.04%
285ISHARES TIPS4642871761,681$180,5570.04%
286PACER TRENDPILOT69374H1053,750$178,9500.04%
287SOUTHERN COMPANYSOMN2,453$175,9780.04%
288MCDONALDS CORPMCD614$173,3880.04%
289ISHARES US TECHNOLOGY ETF4642877211,276$172,9610.04%
290VANGUARD FTSE EMERGING MARKETS ETF9220428583,999$167,7180.04%
291CATERPILLAR INCCAT449$164,6640.04%
292ENPHASE ENERGYENPH1,350$163,3230.04%
293JOHNSON & JOHNSONJNJ1,034$163,1440.04%
294BANK AMER CORP0605051044,300$163,0560.04%
295VANGUARD CONSUMER STAPLES ETF92204A207800$161,9440.04%
296ALTRIA GROUPMO3,650$159,2130.04%
297CONSUMER DISCRETIONARY81369Y407865$159,0690.04%
298NIKE INC CLASS BNKE1,700$157,3520.04%
299FREEPORT MCMORANFCX3,335$156,8380.04%
300ISHARES TR CORE US AGGBD4642872261,600$156,7040.04%
301GENERAL MOTORS37045V1003,428$155,4600.04%
302ISHARES BIOTECHNOLOGY ETF4642875561,130$154,5950.04%
303HENRY SCHEINHSIC2,000$151,0400.04%
304EBAY INCEBAY2,813$148,5160.04%
305LOCKHEED MARTIN CORPLMT320$144,8920.04%
306COLUMBIA MULTI19761L6077,000$144,6200.04%
307COLUMBIA MULTI SECTOR MUNIC INCM ETF19761L6077,000$144,1300.04%
308DFA US LARGE COMPANY I25434D8234,124$143,4330.04%
309INVESCO WATERIVZ2,120$141,1510.03%
310DFA INVESTMENT GRADE I23320G44814,142$140,2930.03%
311BOEING COBA-PA740$140,2300.03%
312PIMCO DYNAMIC72201Y1017,218$139,2350.03%
313BAIRD CORE INTERMEDIATE MUNICPL BD INSTL05707165613,517$138,6930.03%
314T ROWE PRICE HEALTH SCIENCES7414801071,467$137,9960.03%
315TOUCHSTONE MID CAP A89155H6292,439$135,4650.03%
316NXP SEMICONDUCTORS FNXPI550$135,4540.03%
317AMAZON COM INCAMZN750$135,2850.03%
318RBB FD INC US TREAS 374933W4522,700$135,0810.03%
319SERVICE NOW INCNOW175$134,4640.03%
320MADISON SQUARE55825T103719$132,6700.03%
321ENTERGY CORPENO1,251$132,2060.03%
322REX AMERICANREX2,250$132,0980.03%
323SPDR S&PMDY230$127,9720.03%
324CONOCOPHILLIPSCOP1,000$127,2800.03%
325UNITED PARCELUPS856$127,2280.03%
326AT&T INCT-PC7,142$125,7080.03%
327INVESCO S AND P MIDCAP QUALTY ETFIVZ1,141$125,0530.03%
328CADENCE DESIGN SYSCDNS400$124,8520.03%
329RTX CORPRTX1,275$124,6440.03%
330ISHARES RUSSELL464287622430$123,8530.03%
331NEXTERA ENERGYNEE-PW1,919$122,6440.03%
332AMERICAN WATER0304201031,000$122,2100.03%
333SPDR S&P MIDCAP 400 ETFMDY220$121,5230.03%
334PALO ALTOPANW424$120,4720.03%
335FIRST TRUST33739P3012,500$120,4500.03%
336ISHARES FLOATING46429B6552,353$120,1450.03%
337NETFLIX INCNFLX195$119,7900.03%
338AIRBNB INCABNB721$118,9360.03%
339DUPONT DEDD1,547$118,6090.03%
340FREEPORT-MCMORAN INCFCX2,500$118,3250.03%
341MICRON TECHNOLOGY INCMU1,000$117,8900.03%
342ALBEMARLE CORPALB-PA890$117,2490.03%
343FIDELITY NASDAQ3159128081,800$115,9200.03%
344BOEING COBA-PA600$115,7940.03%
345GLOBAL X37954Y6323,400$115,4640.03%
346AMERICAN ELECTRIC0255371011,337$115,1150.03%
347EDWARDS LIFESCIENCESEW1,200$114,6720.03%
348DFA US LARGE CAP VALUE I2332038272,268$111,4880.03%
349EOG RESOURCES INCEOG850$110,2960.03%
350CATERPILLAR INCCAT300$109,1220.03%
351VANGUARD INDEX FDS SMALL CP922908751470$107,4370.03%
352TARGET CORPTGT600$106,3260.03%
353BIOMARIN PHARMACEUTICALBMRN1,210$105,6810.03%
354GOLDMAN SACHSGSCE250$104,4230.03%
355UBER TECHNOLOGIES INCUBER1,350$103,9360.03%
356MAGNA INTERNATIONAL5592224011,894$103,1850.03%
357SPDR PORTFOLIO78464A4743,450$102,7070.03%
358ARISTOTLE CORE INCOME I-204045F69110,545$101,3460.02%
359ROYAL BANK7800871021,000$100,8800.02%
360FIDELITY 500 INDEX315911750550$100,6000.02%
361BAKER HUGHESBKR3,000$100,5000.02%
362ISHARES CORE4642875071,651$100,3210.02%
363SPDR PORTFOLIO78463X8892,793$100,1020.02%
364INVSC BULLETSHARES 2025 CRP BND ETFIVZ4,875$99,5960.02%
365INVSC BULLETSHARES 2027 CRP BND ETFIVZ5,116$98,4310.02%
366WALGREENS BOOTS9314271084,530$98,2740.02%
367FORD MOTOR3453708607,400$98,2720.02%
368JPMORGAN LARGE CAP GROWTH I4812C05301,399$97,9420.02%
369INVSC BLTSHRS 2029 CORP BND ETFIVZ5,380$97,9160.02%
370VALERO ENERGYVLO572$97,7470.02%
371SCHWAB S&P 500 INDEX8085098551,198$96,6350.02%
372SPDR S&P 500 ETFSPY185$96,5990.02%
373GILEAD SCIENCES INCGILD1,300$95,2250.02%
374OGE ENERGY CORPOGE2,760$94,6680.02%
375EOG RESOURCESEOG740$94,6020.02%
376BLOCK INCBSQKZ1,114$94,2230.02%
377PROLOGIS INCPLDGP717$93,3680.02%
378FIRST TRUST ETF INDEX CF ETF33733E302450$92,5560.02%
379SPDR PORTFOLIO78464A3673,982$92,5520.02%
380WELLTOWER INC REITWELL1,000$91,9900.02%
381INVESCO NASDAQ 100 ETFIVZ500$91,5550.02%
382AMERICAN EXPRESS COAXP400$91,0760.02%
383VANGUARD MATERIALS92204A801441$90,2970.02%
384GENERAL DYNAMICSGD319$90,1140.02%
385JPMORGAN CHASE & COVYLD450$89,5230.02%
386VANGUARD WHITEHALL FDS EMERG MKT BD9219468851,400$89,3900.02%
387ISHARES RUSSELL464287630560$88,9340.02%
388ISHARES U S4642886872,708$87,2800.02%
389FIRST TRUST TCW OPPORTUNISTIC FI ETF33740F8052,000$86,4800.02%
390THE COCA-COLA COKO1,410$85,5580.02%
391INVESCO S&PIVZ500$84,6850.02%
392TESLA MTRS INCTSLA480$84,3790.02%
393VANGUARD HIGH DIVIDEND YIELD ETF921946406700$84,3710.02%
394ISHARES RUSSELL464287655400$84,1200.02%
395HCA HEALTHCAREHCA252$84,0500.02%
396DOW INCDOW1,444$83,6500.02%
397INTL BUSINESSINTR438$83,6410.02%
398DOORDASH INCDASH600$82,6320.02%
399DOUBLELINE TOTAL RETURN BOND I2586201039,512$82,3770.02%
400JPMORGAN CORE BOND I4812C03818,091$81,7250.02%
401COINBASE GLOBALCOIN306$81,1270.02%
402ISHARES MSCI46432F339476$78,2310.02%
403ENERGY SELECT SECTOR SPDR ETF81369Y506810$77,0390.02%
404BANK AMERICA COR 6 PFDPFD SER GG0605052293,000$75,6000.02%
405CORNING INCGLW2,288$75,4210.02%
406ISHARES NATIONAL MUNI BOND ETF464288414700$74,9140.02%
407T ROWE87283Q8672,475$74,8210.02%
408ISHARES CORE MSCI EAFE ETF46432F842999$73,8160.02%
409MFS MID CAP VALUE A55272P6382,277$73,4220.02%
410ISHARES 0-546429B747737$73,2800.02%
411KRANESHARES ELECTRIC5007678273,250$72,9960.02%
412ANHEUSER BUSCHBUDFF1,200$72,9360.02%
413STRYKER CORPSYK203$72,6480.02%
414WAL-MART STORES INCWMT1,200$72,2040.02%
415PFIZER INCPFE2,600$72,1500.02%
416CVS HEALTH CORPCVS900$71,7840.02%
417ISHARES RUSSELL464287598400$71,6440.02%
418MFS MASSACHUSETTS INV GR STK A5757191091,686$71,6260.02%
419ISHARES MSCI4642863501,838$70,7630.02%
420TEVA PHARMACEUTICAL INDS LTD8816242095,000$70,5500.02%
421GOLDMAN SACHSGSBD4,700$70,4060.02%
422DFA US SMALL CAP VALUE I2332038191,493$69,5830.02%
423SPROUTS FARMERS85208M1021,075$69,3160.02%
424VANGUARD INFORMATION TECHNOLOGY ETF92204A702130$68,3040.02%
425BP PLCBPPFF1,811$68,2410.02%
426AT&T INCT-PC3,800$66,8800.02%
427AMERICAN EXPRESSAXP293$66,7130.02%
428HONEYWELL INTL438516106325$66,7070.02%
429GQG PARTNERS EMERGING MARKETS EQUITYINST00771X4193,780$66,5300.02%
430FORD MTR CO DEL3453708605,000$66,4000.02%
431VANGUARD TOTAL922042742600$66,3000.02%
432WALGREENS BOOTS ALLIANCE INC9314271083,050$66,1540.02%
433UPSTART HOLDINGSUPST2,450$65,8850.02%
434SPDR DOW78467X109165$65,6310.02%
435UNION PACIFIC CORPUNP265$65,1710.02%
436DUKE ENERGYDUKB671$64,8920.02%
437ISHARES MSCI46432F396346$64,8240.02%
438VANECK AGRIBUSINESS92189F700862$64,8000.02%
439AMERICAN CENTURY INTERMTRM TX-FR BD INV0249345075,996$64,7060.02%
440CONOCOPHILLIPSCOP500$64,3400.02%
441ONEOK INCOKE800$64,1360.02%
442STARBUCKS CORPSBUX700$63,9730.02%
443PAYPAL HLDGS INCPYPL950$63,6400.02%
444INDUSTRIAL SELECT81369Y704505$63,6090.02%
445SPDR PORTFOLIO78464A5081,257$62,9770.02%
446EVERGY INCEVRG1,174$62,6680.02%
447JPMORGAN EQUITY ETF INCOME I46645V6754,360$62,3500.02%
448SPDR GOLD SHARES ETFGLD300$62,3460.02%
449WORKDAY INC CLASS AWDAY224$61,0260.01%
450TRANSDIGM GROUP INCTDG50$60,6970.01%
451JPMORGAN ULTRA SHORT INCOME ETF46641Q8371,200$60,2760.01%
452SPDR FUND CONSUMER DISCRE SELECT ETF81369Y407328$59,8660.01%
453CAPITAL ONE14040H105400$59,5560.01%
454ISHARES TR CORE MSCI46432F842800$59,3760.01%
455ETF SER26922A8422,825$59,3530.01%
456SELECT SECTOR SPDR TR SBI INT-FINL81369Y6051,400$58,9680.01%
457FIDELITY ADVISOR BALANCED A3158078182,082$58,5320.01%
458AFFIRM HOLDINGSAFRM1,561$58,1640.01%
459PALO ALTO NETWORKSPANW208$58,1190.01%
460AMARIN CORPAMRN65,235$58,1110.01%
461FEDEX CORPFDX200$57,9480.01%
462AMERICAN FUNDS INVMT CO OF AMER A4613081081,044$57,9210.01%
463VANGUARD EMERGING921946885905$57,7840.01%
464GOLDMAN SACHS GQG PTNRS INTL OPPS INSTLNVGLF2,554$57,6630.01%
465CHIPOTLE MEXICAN GRLCMG20$57,5400.01%
466WASTE MANAGEMENT94106L109269$57,3710.01%
467INTERNATIONAL BUSINESS MACHSINTR300$57,2880.01%
468ZACKS SMALL MID CAP ETF98888G2041,822$57,2570.01%
469ISHARES CALIFORNIA MUNI BOND ETF4642883561,000$57,2400.01%
470NUVEEN ESGNU1,325$57,1890.01%
471ELECTRONIC ARTSEA425$56,3850.01%
472UNILEVER PLCUNLYF1,123$56,3630.01%
473FISERV INCFISV351$56,0960.01%
474ACCENTURE PLCACN160$55,4580.01%
475DFA INTERNATIONAL CORE EQUITY I2332033713,471$55,3070.01%
476EATON CORPETN175$54,7190.01%
477AMERICAN FUNDS NEW WORLD F1649280401693$54,3170.01%
478ISHARES MSCI46434V464300$53,8470.01%
479MCKESSON CORPMCK100$53,6850.01%
480MCKESSON CORPMCK100$53,6850.01%
481US TREASURY BILL24U S T BILL DUE 10/31/24912797HE055,000$53,3960.01%
482VANGUARD FTSE922042775909$53,3130.01%
483AXON ENTERPRISE INCAXON170$52,9320.01%
484KRANESHARES TR CSI CHI5007673062,000$52,5000.01%
485SPDR PORTFOLIO78464A6492,069$52,3040.01%
486PIMCO INTRMEDIATE MUNI BOND ACTV ETF72201R866999$52,1470.01%
487QUANTA SERVICES74762E102200$51,9600.01%
488INVESCO NASDAQIVZ1,300$51,8570.01%
489LORD ABBETT INTERMEDIATE TAX FREE F5439127945,013$51,3370.01%
490INVESCO AEROSPACEIVZ500$50,7850.01%
491TILRAY BRANDSTLRY20,550$50,7590.01%
492EXTRA SPACEEXR345$50,7150.01%
493RBB US74933W4521,000$50,0300.01%
494FIRST TRUST3369171091,300$50,0240.01%
495AMAZON COM INCAMZN276$49,9470.01%
496TELADOC HEALTH INCTDOC3,300$49,8300.01%
497AVANTIS EMERGING025072604840$48,6860.01%
498REGENERON PHARMACEUTICALREGN50$48,1250.01%
499DFA EMERGING MARKETS CORE EQUITY I2332034212,065$47,5620.01%
500ARK NEXT00214Q401570$47,4810.01%