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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

Focus Partners Wealth

Quarter ended Q1 2024 · Filed May 16, 2024 · Accession 0001542153-24-000006

Total Value
$12.3M
Positions
981
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT1,123,252$472,5753.93%
2VANGUARD S&P 500 ETF922908363962,808$462,8223.85%
3ISHARES TRUST CORE MSCI TOTAL INTL STK E46432F8345,394,335$366,0603.05%
4APPLE INCAAPL1,861,768$319,2562.66%
5BERKSHIRE HATHAWAY INCORPORATED CLASS ABRK-A411$260,7552.17%
6SPDR SER TR MSCI USA STRTGIC78468R8121,713,065$249,4742.08%
7ISHARES RUSSELL 1000 GROWTH ETF464287614666,939$224,7921.87%
8ISHARES RUSSELL 1000 ETF464287622773,651$222,8351.85%
9ISHARES CORE S&P 500 ETF464287200391,835$205,9991.71%
10JPMORGAN CHASE & COVYLD814,860$163,2171.36%
11WISDOMTREE LARGECAP DIVIDENDWT2,191,223$158,1841.32%
12PROCTER & GAMBLE CO742718109864,473$140,2611.17%
13AMAZON.COM INCAMZN777,285$140,2071.17%
14VANGUARD TOTAL STOCK MARKET ETF922908769511,688$132,9881.11%
15ALPHABET INC CLASS AGOOG878,446$132,5841.10%
16VANGUARD DIVIDEND APPRECIATION921908844651,818$119,0290.99%
17BERKSHIRE HATHAWAY INC BBRK-A273,482$115,0050.96%
18SPDR S&P 500SPY219,520$114,8240.96%
19VANGUARD FTSE DEVELOPED MKTS ETF9219438582,131,318$106,9280.89%
20ACCENTUREACN304,665$105,6000.88%
21VANGUARD EXTENDED MARKET ETF S &P COMPL922908652599,179$105,0180.87%
22MERCK & CO INCMRK794,288$104,8060.87%
23ALPHABET INC CLASS CGOOG667,451$101,6260.85%
24PEPSICO INCPEP552,057$96,6160.80%
25INVESCO QQQ TRUSTIVZ214,865$95,4020.79%
26VANECK VECTORS HIGH YLD MUNI92189H4091,806,215$94,3930.79%
27ISHARES TR RUSSELL464287689302,778$90,8580.76%
28VANGUARD LARGE-CAP INDEX FUND922908637376,502$90,2700.75%
29EXXON MOBIL CORPXOM767,987$89,2710.74%
30ISHARES MSCI USA MINIMUM VOLATILITY ETF46429B697935,665$78,2030.65%
31MASTERCARD INCMA161,647$77,8440.65%
32ISHARES S&P SMALLCAP 600464287804704,094$77,8170.65%
33CHEVRON CORPCVX474,916$74,9130.62%
34UNITEDHEALTH GROUPUNH146,912$72,6770.60%
35ISHARES S&P MIDCAP 4004642875071,166,166$70,8330.59%
36VANGUARD INTL EQUITY INDEX FDS MSCI EMER9220428581,680,873$70,2100.58%
37PIMCO ENHANCED SHORT MATURITY72201R833696,394$70,0150.58%
38JOHNSON & JOHNSONJNJ437,591$69,2230.58%
39HOME DEPOT INCHD171,989$65,9750.55%
40ISHARES BARCLAYS 1-3 YEAR TREASURY BOND464287457797,668$65,2330.54%
41NVIDIA CORPNVDA71,082$64,2270.53%
42ISHARES S&P 500 GROWTH INDEX464287309752,896$63,5750.53%
43SECTOR SPDR TECHNOLOGY ETF81369Y803298,903$62,2520.52%
44ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E8662,586,368$60,0810.50%
45LOWES COMPANIES548661107235,179$59,9070.50%
46ISHARES RUSSELL 1000 VALUE ETF464287598334,297$59,8760.50%
47BROADCOM INCAVGO45,046$59,7040.50%
48ISHARES IBONDS DEC 2025 TERM MUNI BD ETF46435U4322,253,383$59,6250.50%
49ISHARES CORE TOTAL US BOND MARKET464287226606,828$59,4330.49%
50ISHARES S&P 500 VALUE INDEX464287408301,894$56,3970.47%
51INTUIT INCINTU85,809$55,7760.46%
52ISHARES 7-10 YEAR TREASURY BOND ETF464287440585,874$55,4590.46%
53SPDR GOLD TRUSTGLD256,370$52,7400.44%
54INVESCO S&P 500 EQUAL WEIGHT ETFIVZ308,845$52,3090.44%
55TJX COMPANIES INC872540109498,646$50,5730.42%
56VERTEX PHARMACEUTCLS INCVRTX118,477$49,5250.41%
57VANGUARD SMALL CAP GROWTH ETF922908595189,667$49,4500.41%
58LAM RESEARCH CORPORATIONLRCX50,544$49,1070.41%
59CVS HEALTH CORPORATIONCVS595,280$47,4800.40%
60Pacer Fds Tr Us Cash Cows 10069374H881866,726$47,0030.39%
61QUALCOMM INCQCOM274,275$46,4350.39%
62ISHARES DOW JONES SELECT DIVIDEND INDEX464287168372,659$45,9040.38%
63NXP SEMICONDUCTORS N VNXPI184,836$45,7970.38%
64VANGUARD SMALL CAP VALUE ETF922908611234,010$44,9020.37%
65CISCO SYSTEMS INCCSCO882,262$44,0340.37%
66ISHARES RUSSELL MIDCAP GROWTH INDEX464287481382,184$43,6220.36%
67ISHARES 0 TO 3 MNTH TREASURY BND ETF46436E718429,714$43,2760.36%
68HONEYWELL INTL INC438516106202,323$41,5270.35%
69JACOBS ENGR GROUP INC COMJ270,109$41,5240.35%
70INTERCONTINENTAL EX45866F104299,802$41,2020.34%
71VANGUARD MID-CAP VALUE ETF922908512259,345$40,4350.34%
72VANGUARD INDEX VALUE922908744245,849$40,0390.33%
73SPDR S&P EMERGING MARKETS ETF78463X5091,101,188$39,8520.33%
74ABBVIE INCABBV218,408$39,7720.33%
75LINDE PLCLIN85,319$39,6150.33%
76ISHARES MSCI EAFE SMALL CAP INDEX464288273623,300$39,4740.33%
77AIRBNB INC COM CL AABNB236,650$39,0380.32%
78ISHARES MSCI EAFE INDEX464287465472,051$37,6980.31%
79ISHARES S&P NATL AMT FREE MUNI BND FND464288414349,757$37,6340.31%
80CDW CORP COMCDW145,082$37,1090.31%
81VISA INC COMV131,488$36,6960.31%
82MCDONALDS CORPMCD129,863$36,6150.30%
83VANGUARD INTERMEDIATE TERM CORP BOND92206C870453,659$36,5240.30%
84AUTOZONE INC NEVAZO11,570$36,4650.30%
85KKR & CO LPKKRT361,990$36,4090.30%
86LILLY ELI & COMPANYLLY46,791$36,4010.30%
87AMERICAN EXPRESSAXP157,767$35,9220.30%
88COSTCO WHOLESALE CORP22160K10548,050$35,2030.29%
89ORACLE CORPORATIONORCL-PD270,646$33,9960.28%
90ISHARES RUSSELL 2000 VALUE464287630213,873$33,9650.28%
91WASTE MANAGEMENT INC94106L109159,011$33,8930.28%
92ISHARES CORE S&P US VALUE ETF464287663373,172$33,7500.28%
93UNITED RENTALS INCURI46,769$33,7260.28%
94VANGUARD S&P 500 GROWTH ETF921932505110,454$33,6560.28%
95NORTHROP GRUMMAN CORPNOC70,237$33,6190.28%
96ISHARES MSCI EAFE GROWTH INDEX464288885317,446$32,9480.27%
97MOODY'S CORPMCO83,306$32,7420.27%
98SCHWAB STRATEGIC TR INTL SMALL CAP EQUIT808524888914,229$32,7290.27%
99VANGUARD TOTAL BOND MARKET ETF921937835437,037$31,7420.26%
100COCA COLA COKO517,114$31,6370.26%
101SUNCOR ENERGY COMSU855,932$31,5920.26%
102VANGUARD INDEX GROWTH92290873691,427$31,4690.26%
103EVERSOURCE ENERGYES515,981$30,8400.26%
104MCKESSON CORPORATIONMCK57,380$30,8040.26%
105ISHARES IBOXX INVESTOP INVESTMENT GRAD464287242280,082$30,5060.25%
106AMGEN INCAMGN105,678$30,0460.25%
107DOORDASH INC CL ADASH218,015$30,0250.25%
108TOAST INC CL ATOST1,176,919$29,3290.24%
109NU HOLDINGS LTDNU2,453,989$29,2760.24%
110BJS WHOLESALE CLUB05550J101386,771$29,2590.24%
111IQ HEDGE MULTI-STRATEGY TRACKER45409B107921,857$28,4760.24%
112NEXTERA ENERGY INCNEE-PW445,250$28,4560.24%
113ISHARES EDGE MSCI MULTIFACTOR USA46434V282528,442$28,4350.24%
114ISHARES GLOBAL ENERGY464287341659,444$28,3230.24%
115META PLATFORMS INC CLASS A COMMON STOCKMETA58,319$28,3180.24%
116SERVICE NOW INCNOW37,051$28,2470.24%
117UNITED PARCEL SERVICES INCUPS187,245$27,8300.23%
118AUTOMATIC DATA PROCESSING INCADP111,331$27,8040.23%
119AMERICAN TOWER CORPORATION03027X100137,567$27,1820.23%
120COMCAST CORPCCZ622,394$26,9810.22%
121PNC FINANCIAL SERVICES GROUP693475105166,471$26,9020.22%
122ISHARES CORE S&P TOTAL US STOCK MARKET E464287150232,864$26,8490.22%
123JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206463,463$26,5940.22%
124ABBOTT LABORATORIESABLZF231,284$26,2880.22%
125BANK OF AMERICA060505104683,395$25,9140.22%
126GRAINGER W W INC38480210425,400$25,8390.22%
127SCHWAB US LARGE CAT ETF808524201414,622$25,7310.21%
128BLACKROCK INCBLK30,425$25,3650.21%
129SCHWAB US DIV EQUITY ETF808524797310,316$25,0210.21%
130ISHARES CORE US GROWTH ETF464287671211,126$24,7460.21%
131Klaviyo IncKVYO1,086,139$24,5470.20%
132ISHARES CORE MSCI EAFE ETF46432F842330,026$24,4940.20%
133DB X-TRACKERS MSCI EAFE HEDGED EQ233051200597,291$24,4470.20%
134STARBUCKS CORPSBUX266,021$24,3120.20%
135ISHARES RUSSELL MID-CAP ETF464287499277,931$23,3710.19%
136RAYTHEON TECHNOLOGIES CORP COMRTX237,030$23,1180.19%
137GENERAL DYNAMICSGD80,481$22,7350.19%
138AMERICAN HOMES 4 RENTAMH-PG617,828$22,7240.19%
139VANGUARD RUSSELL 1000 VALUE INDEX ETF92206C714282,276$22,1980.18%
140VANGUARD TOTAL INTL ETF921909768366,557$22,1030.18%
141Jpmorgan Active Growth ETF46654Q609329,743$21,9610.18%
142ROYAL BANK OF CANADA COM NPV780087102217,301$21,9210.18%
143FIDELITY TOTAL BOND ETF316188309482,892$21,8800.18%
144EXTRA SPACE STORAGE INCEXR148,158$21,7790.18%
145VEEVA SYS INC CL A COMVEEV91,618$21,2270.18%
146TRANSDIGM GROUP INCTDG17,057$21,0070.17%
147BOSTON SCIENTIFIC CORPBSX303,450$20,7830.17%
148CACI INTL INC CL A12719030454,574$20,6740.17%
149VANGUARD HIGH DIVIDEND YIELD921946406170,508$20,6300.17%
150DFA T.A. U.S. CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS25434V708597,744$19,0980.16%
151ISHARES S&P SMALLCAP 600 GROWTH464287887144,205$18,8520.16%
152MANULIFE FINANCIAL CORP56501R106749,519$18,7300.16%
153ARAMARK HOLDINGS CORP COM USD0.01ARMK573,947$18,6650.16%
154ISHARES RUSSELL 2000 ETF46428765586,868$18,2680.15%
155GOLDMAN SACHS GROUPGSCE43,221$18,0530.15%
156INTERNATIONAL BUSINESS MACHINESINTR94,381$18,0230.15%
157WALT DISNEY CO254687106146,449$17,9200.15%
158AIR PRODUCTS & CHEMAIIR73,870$17,8960.15%
159PFIZER INCPFE642,178$17,8200.15%
160SOUTHERN COSOMN247,525$17,7570.15%
161ISHARES IBOXX HIGH YIELD CORP BOND464288513225,131$17,4990.15%
162TRIMBLE NAVIGATION LTDTRMB268,224$17,2630.14%
163ISHARES RUSSELL 2000 GROWTH INDEX FUND46428764863,267$17,1330.14%
164ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF464288604363,932$16,9480.14%
165RAYLIANT QUANTAMENTAL00774Q1971,257,519$16,9260.14%
166DANAHER CORP23585110266,273$16,5500.14%
167ISHARES SH TR CRPORT ETF464288646316,889$16,2500.14%
168UNION PACIFIC CORPUNP63,663$15,6570.13%
169MEDTRONIC INCMDT175,727$15,3150.13%
170TEXAS PACIFIC LAND TRUSTTPL26,383$15,2630.13%
171PINTEREST INC CL APINS435,031$15,0830.13%
172ISHARES RUSSELL MIDCAP VALUE INDEX464287473119,532$14,9810.12%
173VANGUARD CORP BOND ETF92206C409193,192$14,9360.12%
174PHILLIPS 66 COMPSX90,862$14,8410.12%
175SYSCO CORPSYY179,529$14,5740.12%
176INTUITIVE SURGICAL INC.ISRG36,219$14,4540.12%
177THERMO FISHER SCIENTIFIC INCTMO24,094$14,0040.12%
178ISHARES MSCI ACWI ETF464288257125,627$13,8350.12%
179FIRST TR EXCHNG TRADED FD VIII TCW UNCON33740F888561,037$13,8020.11%
180PALO ALTO NETWORKS INCPANW48,489$13,7770.11%
181MARKEL CORPORATIONMKL8,939$13,6010.11%
182TARGET CORPTGT76,245$13,5110.11%
183VANGUARD RUSSELL 1000 GROWTH ETF92206C680154,645$13,4030.11%
184AGILENT TECH INCA91,161$13,2650.11%
185KIMBERLY CLARK CORPKMB102,474$13,2550.11%
186SCHWAB STRATEGIC TR 1000 INDEX ETF808524722261,509$13,2510.11%
187BROADRIDGE FINANCIAL SOLUTIONS11133T10363,567$13,0220.11%
188FORTUNE BRANDS INNOVATIONS INCFBIN153,493$12,9960.11%
189SHOPIFY INCSHOP167,020$12,8890.11%
190MORGAN STANLEYMS-PQ136,367$12,8400.11%
191ICON PLCICLR38,133$12,8110.11%
192ISHARES TRUST RUSSELL 2500 USD ETF46435G268193,951$12,7250.11%
193SALESFORCE COM INCCRM42,036$12,6600.11%
194GRAYSCALE BITCOIN TRUST (BTC)GBTC199,399$12,5960.10%
195EMERSON ELECTRIC COEMR109,541$12,4240.10%
196L3HARRIS TECHNOLOGIES INC COMLHX58,283$12,4200.10%
197CRH SPON ADR EA REPR 1 ORD SHS EUR0.32CRH143,902$12,4130.10%
198NETFLIX COM INC COMNFLX19,636$11,9260.10%
199JEFFERIES GROUP INC.47233W109267,322$11,7890.10%
200ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E874480,246$11,4970.10%
201JPMorgan Active Value ETF46641Q167197,138$11,3690.09%
202VERIZON COMMUNICATIONSVZ269,858$11,3230.09%
203BRISTOL MYERS SQUIBBCELG-RI207,521$11,2540.09%
204INVESCO BULLETSHARES 2026 COIVZ578,163$11,1070.09%
205MC CORMICK & CO INCMKC-V142,166$11,0060.09%
206WALMART STORES INCWMT182,317$10,9700.09%
207VANGUARD RUSSELL 1000 ETF92206C73045,981$10,9580.09%
208LANTHEUS HOLDINGS INCLNTH173,902$10,8240.09%
209ECOLAB INCECL45,790$10,5730.09%
210SPDR S&P DIVIDEND78464A76378,623$10,3180.09%
211INVESCO BULLETSHARES 2025 COIVZ504,656$10,3100.09%
212Grid Dynamics HoldingsGDYN1,036,542$10,2720.09%
213INVESCO BULLETSHARES 2024 COIVZ487,679$10,2270.09%
214Fidelity Blue Chip Growth ETF316092352275,888$10,1830.08%
215AT&T INCT-PC569,098$10,0160.08%
216MCCORMICK & CO INCMKC-V129,709$9,9630.08%
217MARSH & MCLENNAN COS57174810247,461$9,7760.08%
218ELEVANCE HEALTH, INC.ELV18,826$9,7620.08%
219ISHARES MSCI EMERGING MARKETS464287234232,637$9,5570.08%
220INTEL CORPINTC216,285$9,5530.08%
221LANDSTAR SYSTEM INC.LSTR49,121$9,4680.08%
222US BANCORPUSB-PS211,632$9,4600.08%
223Invesco S&P SmallCap 600 Revenue ETFIVZ238,091$9,4590.08%
2243M COMPANYMMM105,881$9,3900.08%
225SPDR DOW JONES INDL AVERAGE ETF TR UNIT78467X10923,587$9,3820.08%
226NVENT ELECTRIC PLC COMNVT124,255$9,3690.08%
227INVESCO BULLETSHARES 2027 COIVZ485,275$9,3610.08%
228ISHARES U S ETF TR46431W838185,992$9,3220.08%
229J P MORGAN EXCHANGE TRADED F46641Q654183,462$9,3090.08%
230CYBERARK SOFTWARE LTD COMM2682V10834,067$9,0490.08%
231GENERAL MILLS INC370334104127,595$8,9280.07%
232PROLOGIS INCPLDGP68,085$8,8660.07%
233PIONEER NATURAL RESOURCES CO72378710733,440$8,7780.07%
234DUKE ENERGY CORPDUKB90,462$8,7490.07%
235ROPER INDS INCROP15,447$8,6630.07%
236SECTOR SPDR FINANCIAL ETF81369Y605204,709$8,6220.07%
237THE ENSIGN GROUPENSG68,927$8,5760.07%
238ISHARES BARCLAYS TIPS BOND46428717679,823$8,5740.07%
239REPUBLIC SERVICES INC CL A76075910044,782$8,5730.07%
240EATON CORP PLC COMETN26,853$8,3960.07%
241WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT165,882$8,0900.07%
242SPDR DOUBLELINE TOTAL RETURN TACT ETF78467V848200,990$8,0500.07%
243SECTOR SPDR HEALTH CARE81369Y20954,166$8,0020.07%
244ISHARES TR S&P US PFD STK INDEX FD464288687245,889$7,9250.07%
245SCHWAB STRATEGIC TR SCHWAB FUNDAMENTAL U808524771116,481$7,8500.07%
246CME GROUP INCCME35,929$7,7350.06%
247COLGATE-PALMOLIVE COCL85,861$7,7320.06%
248HUBSPOT INC COMHUBS12,219$7,6560.06%
249ALAMOS GOLD INC.AGI519,004$7,6550.06%
250LKQ CORPLKQ141,952$7,5820.06%
251NOVO-NORDISK ADRNONOF58,258$7,4800.06%
252ISHARES GLOBAL INFRASTRUCTURE464288372156,813$7,4670.06%
253CORNING INCGLW218,892$7,2150.06%
254KLA-TENCOR CORPORATIONKLAC10,321$7,2100.06%
255ZOETIS INC COM USD0.01 CL AZTS42,578$7,2050.06%
256BROOKFIELD ASSET MANAGEMENT INC LTD VTG11271J107171,943$7,1990.06%
257CATERPILLAR INCCAT19,276$7,0630.06%
258VANGUARD INDEX FDS VANGUARD SMALL CAP VI92290875130,822$7,0460.06%
259DOW CHEMICAL CODOW121,016$7,0100.06%
260PHILIP MORRIS INTERNATIONAL INC71817210976,383$6,9980.06%
261ISHARES S&P MIDCAP 400 GROWTH INDEX46428760676,316$6,9640.06%
262ADVANCED MICRO DEVICES INCAMD38,550$6,9580.06%
263VANGUARD MUNI BOND TAX-EXEMPT ETF922907746136,962$6,9300.06%
264Jp Morgan Divsfd Ret Emrg Mkts Eqty Etf46641Q308126,986$6,9020.06%
265SSGA ACTIVE ETF MULTI-ASSET REAL RETURN78467V103245,611$6,8650.06%
266WISDOMTREE EQUITY INC FDWT78,836$6,8320.06%
267GLOBE LIFE INC COMGL-PD58,700$6,8310.06%
268FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK315912808106,050$6,8300.06%
269FEDEX CORPFDX23,523$6,8160.06%
270BP PLC ADRBPPFF180,722$6,8100.06%
271VANGUARD REIT INDEX ETF92290855378,535$6,7920.06%
272LINCOLN ELECTRIC HOLDINGS53390010626,369$6,7360.06%
273ISHARES S&P NORTH AMERICAN TECHNOLOGY SO46428751578,390$6,6840.06%
274PAYCHEX INCPAYX54,293$6,6670.06%
275BLACKSTONE GROUP L P COM UNIT REPSTG LTDBX50,709$6,6620.06%
276GENUINE PARTS COGPC42,265$6,5480.05%
277LOCKHEED MARTIN CORPLMT14,139$6,4310.05%
278FIDELITY NATIONAL FINANCIAL INCFNF120,054$6,3750.05%
279NUSHARES ETF TR NUVEEN ESG USNU288,482$6,3380.05%
280ENBRIDGE INCENNPF174,944$6,3290.05%
281NEUROCRINE BIOSCIENCES INNBIX45,479$6,2720.05%
282AMPHENOL CORPORATION03209510154,320$6,2660.05%
283KINDER MORGAN INCEP-PC339,673$6,2300.05%
284SHARKNINJA INCSN99,485$6,1970.05%
285WESTERN ALLIANCE BANCORPORATIONWAL-PA96,285$6,1810.05%
286INVESCO BULLETSHARES 2028IVZ305,423$6,1300.05%
287US FOOD HOLDING CORPUSFD113,056$6,1020.05%
288ISHARES IBONDS DEC 2024 TERM MUNI BD ETF46435U697235,149$6,1020.05%
289EDISON INTERNATIONAL28102010786,264$6,1010.05%
290ISHARES S&P SMALLCAP VALUE INDEX46428787959,073$6,0700.05%
291OLD REPUBLIC INTERNATIONAL680223104197,533$6,0680.05%
292ISHARES S&P MIDCAP 400 VALUE INDEX46428770551,176$6,0540.05%
293IRON MOUNTAIN INC46284V10174,722$5,9930.05%
294TOLL BROS INCTOL45,775$5,9220.05%
295MICROCHIP TECHNOLOGY INCMCHPP65,811$5,9040.05%
296LIVE NATION ENTMTLYV55,090$5,8270.05%
297ISHARES TR PHLX SEMICONDUCTOR ETF46428752325,723$5,8110.05%
298ADOBE SYSTEMS INCADBE11,500$5,8030.05%
299ISHARES SHORT-TERM NATIONAL AM46428815855,308$5,7920.05%
300NMI HOLDINGS INC CLASS ANMIH177,659$5,7450.05%
301BOOZ ALLEN HAMILTONBAH38,161$5,6650.05%
302APPLIED MATERIALS INC03822210527,304$5,6310.05%
3032023 Etf Series Trust Ii Gmo Us Quality Etf90139K100193,963$5,5730.05%
304NIKE INCNKE59,117$5,5560.05%
305BROOKFIELD INFRASTRUCTURE CORP COMBIPC154,069$5,5530.05%
306JP Morgan Diversified Return International Equity46641Q209101,102$5,5390.05%
307CASEY'S GENERAL STORES INC14752810317,374$5,5330.05%
308WASTE CONNECTIONS INC.WCN31,875$5,4830.05%
309TESLA INCTSLA30,932$5,4370.05%
310INVESCO BULLETSHARES 2029 COIVZ296,427$5,4250.05%
311KENVUE ORDKVUE252,177$5,4120.05%
312VANGUARD MEGA CAP GROWTH INDEX ETF92191081618,844$5,4010.04%
313SPDR S&P Aerospace & Defense78464A63139,067$5,3470.04%
314INTEGER HOLDINGS CORP COMITGR45,380$5,2950.04%
315VANGUARD MID-CAP ETF92290862920,980$5,2420.04%
316iShares Broad USD High Yield Corporate Bond ETF46435U853142,450$5,2120.04%
317BOOKING HLDGS INC COMBKNG1,434$5,2010.04%
318abrdn Physical Precious Metals Basket Shares ETFGLTR52,012$5,1750.04%
319ASML HOLDING NVASMLF5,300$5,1440.04%
320CHECK POINT SOFTWARE TECHNOLOGIESM2246510431,241$5,1240.04%
321SM ENERGY COSM100,974$5,0340.04%
322JONES LANG LASALLE INC.JLL25,776$5,0290.04%
323ISHARES MSCI KLD 400 SOCIAL46428857049,338$4,9740.04%
324NEXSTAR BROADCASTING GPNXST28,556$4,9200.04%
325SHELL ADR EACH REP 2 ORD WIRYDAF72,385$4,8530.04%
326DBX ETF TR XTRACK USD HIGH233051432135,557$4,8410.04%
327BECTON DICKINSONBDX19,501$4,8260.04%
328REGENERON PHARMACEUTICALS INCREGN4,993$4,8060.04%
329WELLS FARGO & CO94974610182,913$4,8060.04%
330FISERV INCFISV30,004$4,7950.04%
331ISHARES MSCI EAFE VALUE INDEX46428887786,369$4,6980.04%
332SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X848164,930$4,6840.04%
333WR BERKLEY CORPWRB-PH52,537$4,6460.04%
334GILEAD SCIENCES INCGILD62,685$4,5920.04%
335ARCH CAPITAL GROUPG0450A10549,651$4,5900.04%
336QUANTA SERVICES INC74762E10217,533$4,5550.04%
337GENERAL ELECTRIC CO36960430132,539$4,5500.04%
338QUALYS INC COMQLYS27,090$4,5210.04%
339FIRST INDUSTRIAL REALTY TRUST32054K10384,785$4,4550.04%
340CHENIERE ENERGY INC NEWLNG27,613$4,4530.04%
341SCHWAB STRATEGIC TR INTL EQUITY ETF808524805112,516$4,3900.04%
342SPDR PORTFOLIO MID CAP ETF78464A84782,194$4,3840.04%
343ISHARES GOLD TRUSTIAU104,255$4,3800.04%
344VANGUARD MID CAP GRWTH INDEX I NTL US92290853818,559$4,3760.04%
345CROWN CASTLE INTERNATIONAL CORPCCI41,188$4,3590.04%
346AGCO CORPAGCO35,324$4,3460.04%
347KEYSIGHT TECHNOLOGIES INCKEYS27,780$4,3440.04%
348VANGUARD SCOTTSDALE FDS VANGUARD RUSS3000 IDX FD ETF SHS92206C59918,612$4,3360.04%
349VESTIS CORPORATIONVSTS225,005$4,3360.04%
350POWERSHARES ETF US1500 SMALL MIDIVZ110,120$4,3260.04%
351BOEING COBA-PA22,370$4,3170.04%
352GENERAL MOTORS CO37045V10094,432$4,2820.04%
353DEERE & COMPANYDE10,419$4,2800.04%
354ILLINOIS TOOL WORKS45230810915,669$4,2050.03%
355CAPITAL ONE FINANCIAL CORP14040H10528,214$4,2010.03%
356D R HORTON INC23331A10925,349$4,1710.03%
357T Rowe Price Dividend Growth ETF87283Q404113,307$4,1560.03%
358MIDCAP SPDRMDY7,451$4,1460.03%
359WYNDHAM HOTELS &RESORTS INC COMWH53,721$4,1230.03%
360INMODE LTD COMINMD190,567$4,1180.03%
361TEXAS INSTRUMENTS INC88250810423,555$4,1030.03%
362SCHWAB LARGE CAP VALUE ETF80852440953,333$4,0520.03%
363VANECK VECTORS ETF TR SEMICONDUCTOR ET92189F67617,880$4,0230.03%
364CLOROX COMPANYCLX26,200$4,0110.03%
365SPDR NUVEEN BARCLAY EFT78468R73983,965$3,9830.03%
366BROOKFIELD RENEWABLE CORP COM CL ABEPC161,267$3,9620.03%
367PERMIAN RESOURCES CORP CLASS APR223,510$3,9470.03%
368DUPONT DE NEMOURS INCDD51,431$3,9430.03%
369VALERO ENERGY CORPVLO22,981$3,9230.03%
370VERALTO CORPVLTO42,878$3,8020.03%
371WEBSTER FINANCIAL CORP94789010974,365$3,7760.03%
372ACADEMY SPORTS & OUTDOORS INCASO55,759$3,7660.03%
373ISHARES TRUST MSCI USA ESG OPTIMIZED ETF46435G42532,605$3,7480.03%
374HALOZYME THERAPEUTICS INC COMHALO91,345$3,7160.03%
375ATLANTA BRAVES HOLDINGS IN-ABATRB88,462$3,7070.03%
376CASELLA WASTE SYS INC CLCWST37,105$3,6690.03%
377ISHARES CORE MSCI EMERGING MARKETS ETF46434G10370,959$3,6610.03%
378SHERWIN WILLIAMS COSHW10,523$3,6550.03%
379SAP SE ADRSAPGF18,694$3,6460.03%
380DFA TAX MANAGED US EQUITY PORTFOLIO25434V40163,950$3,6440.03%
381LITHIA MOTORS INC CL A53679710311,933$3,5900.03%
382COMMUNICATION SERVICES SPDR ETF81369Y85243,936$3,5880.03%
383REALTY INCOME CORPORATIONO66,225$3,5830.03%
384SCHLUMBERGER LIMITEDSLB65,199$3,5740.03%
385SCHWAB US BROAD MARKET ETF80852410258,531$3,5730.03%
386GLOBAL X FDS US INFR DEV ETF37954Y67389,425$3,5600.03%
387EDWARDS LIFESCIENCES CORPEW37,068$3,5420.03%
388SNOWFLAKE INC.SNOW21,887$3,5370.03%
389SCHWAB STRATEGIC TR FUNDAMENTAL INTL LAR80852475598,287$3,5000.03%
390ISHARES DOW JONES US HOME CONSTRUCTION46428875230,189$3,4950.03%
391WALGREENS BOOTS ALLIANCE INC931427108160,489$3,4810.03%
392SPDR BARCLAYS 1-3 MONTH T-BILL ETF78468R66337,920$3,4810.03%
393NORFOLK SOUTHERN CORP65584410813,609$3,4690.03%
394AMERICAN FINANCIAL GROUP INC02593210425,367$3,4620.03%
395DISCOVER FINL SVCS25470910826,231$3,4390.03%
396CENTENE CORPORATIONCNC43,347$3,4020.03%
397CIGNA CORP1255231009,363$3,4010.03%
398STRYKER CORPSYK9,501$3,4000.03%
399MODERNA INC COMMRNA31,842$3,3930.03%
400SPDR GOLD MINISHARES TRUSTGLDW76,494$3,3700.03%
401CONSOLIDATED EDISON INCED36,706$3,3330.03%
402MONDELEZ INTL INC COM60920710547,555$3,3290.03%
403BOX INCBXCAP117,545$3,3290.03%
404SELECT SECTOR SPDR TR ENERGY81369Y50635,143$3,3180.03%
405WESCO INTERNATIONAL INC.95082P10519,340$3,3130.03%
406APPLOVIN CORP ORDINARY SHARES - CLASS AAPP47,744$3,3050.03%
407STATE STREET CORPSTT-PG42,664$3,2990.03%
408YUM! BRANDS INCYUM23,220$3,2190.03%
409ISHARES DOW JONES INTL SELECT DIV IDX464288448113,935$3,1950.03%
410FIRST TRUST CLOUD COMPUTING ETF33734X19233,357$3,1890.03%
411UNILEVER PLCUNLYF62,948$3,1590.03%
412COLUMBIA EM CORE19762B202100,878$3,1370.03%
413LULULEMON ATHLETICA INCLULU7,982$3,1180.03%
414IDACORPIDA32,868$3,0530.03%
415APOLLO GLOBAL MGMT INC COM CL A03769M10627,095$3,0470.03%
416POWERSHARES FTSE RAFI US 1000IVZ78,850$3,0330.03%
417MSCI INC.MSCI5,356$3,0010.02%
418FERRARI NVRACE6,844$2,9840.02%
419CHIPOTLE MEXICAN GRILL INCCMG1,023$2,9740.02%
420LABORATORY CORP OF AMERICA50540R40913,550$2,9600.02%
421CHUBB CORPCB11,392$2,9520.02%
422S & P GLOBAL INCSPGI6,931$2,9490.02%
423CAVA GROUP INC COMCAVA42,060$2,9460.02%
424SPDR S&P 500 GROWTH78464A40940,114$2,9340.02%
425NOVARTIS ADRNVSEF30,173$2,9190.02%
426PAYPAL HOLDINGS INCOPYPL43,522$2,9160.02%
427CORTEVA INC COMCTVA50,482$2,9110.02%
428SCHWAB US SMALL CAP ETF80852460759,009$2,9060.02%
429CONOCOPHILLIPSCOP22,317$2,8410.02%
430BROOKFIELD ASSET MANAGEMENT INC11300410566,117$2,7780.02%
431AXCELIS TECHNOLOGIES INC COM NEWACLS24,802$2,7660.02%
432ISHARES GROWTH ALLOC46428986748,903$2,7220.02%
433DESCARTES SYS GROUP24990610829,716$2,7200.02%
434TE CONNECTIVITY LTDTEL18,430$2,6770.02%
435ASTRAZENECA ADRAZN39,444$2,6720.02%
436FAIR ISAAC CORP COMFICO2,120$2,6490.02%
437AMEX SPDR UTILITIES81369Y88640,278$2,6440.02%
438ISHARES BARCLAYS 20 YEAR TREAS BOND FD46428743227,720$2,6230.02%
439KITE REALTY GROUP TRUST49803T300120,173$2,6050.02%
440ISHARES NASDAQ BIOTECHNOLOGY INDEX FD46428755618,745$2,5720.02%
441EXTREME NETWORKS INC.EXTR220,794$2,5480.02%
442C S X CORPCSX67,651$2,5080.02%
443AMERIPRISE FINANCIAL INC03076C1065,642$2,4740.02%
444CBOE HOLDINGS, INC.12503M10813,437$2,4690.02%
445VERT GLOBAL SUSTNBLE RL ESTE ETF56170L695251,686$2,4670.02%
446FLEXSHARES IBOXX 3YR TARGET TIPSFLEX103,843$2,4660.02%
447EXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETF30150570740,870$2,3970.02%
448ISHARES CORE DIVIDEND GROWTH46434V62141,081$2,3850.02%
449SNAP ON INCSNA8,025$2,3770.02%
450SCHWAB LARGE CAP GROWTH ETF80852430025,577$2,3710.02%
451HEICO CORPHEI-A12,384$2,3650.02%
452Nutanix Inc Cl ANTNX38,075$2,3270.02%
453ISHARES MSCI USA ESG SELECT ETF46428880221,186$2,3130.02%
454SANOFI ADRSNYNF47,357$2,3020.02%
455BURFORD CAPITAL LTDBUR143,277$2,2880.02%
456VIATRIS INC COMVTRS187,824$2,2430.02%
457VANGUARD FTSE ALL-WORLD EX-US ETF92204277538,193$2,2400.02%
458THE CHARLES SCHWAB CORPSCHW-PJ30,654$2,2180.02%
459FORD MOTOR CO345370860166,589$2,2120.02%
460WATERS CORP9418481036,413$2,2080.02%
461ALPS ETF00162Q45245,953$2,1810.02%
462READY CAPITAL CORPRC-PE238,678$2,1790.02%
463MICRON TECHNOLOGYMU18,339$2,1620.02%
464Proshares Ultra QQQ74347R20627,625$2,1590.02%
465KEURIG DR PEPPER INCKDP70,219$2,1540.02%
466iShares Dow Jones US Basic Materials Sector Index46428783815,283$2,1530.02%
467Compass Inc ACOMP684,368$2,1420.02%
468DELTA AIR LINES INC NEWDAL44,577$2,1340.02%
469VANGUARD RUSSELL 2000 ETF92206C66424,870$2,1150.02%
470HUMANAHUM6,095$2,1130.02%
471CROWDSTRIKE HLDGS INC CL A WHEN DISTRIBUCRWD6,548$2,0990.02%
472FEDERAL REALTY INVESTMENT TRUST31374510120,450$2,0880.02%
473MGM RESORTS INTERNATIONALMGM43,601$2,0580.02%
474SONY GROUP CORPORATION SPON ADSSNEJF23,982$2,0560.02%
475SPDR S&P 500 VALUE78464A50841,004$2,0540.02%
476ABRDN PHYSICAL GOLD SHARES ETF00326A10495,765$2,0340.02%
477UNITED BANKSHARES INCUNTCW56,840$2,0340.02%
478TAIWAN SEMICONDUCTOR MFG LTD ADR87403910014,939$2,0320.02%
479IDEX CORPORATION45167R1048,317$2,0300.02%
480ALTRIA GROUP INCMO46,458$2,0270.02%
481SPDR S&P 600 SMALL CAP GROWTH78464A20123,042$2,0100.02%
482INVESCO BULLETSHARES 2028 MUIVZ85,342$2,0040.02%
483INVESCO BULLETSHARES 2025 MUIVZ82,229$2,0010.02%
484HOLOGIC INCHOLX25,599$1,9960.02%
485BWX TECHNOLOGIES INCBWXT19,338$1,9840.02%
486METLIFE INCMET-PF26,528$1,9660.02%
487CADENCE DESIGN SYSTEMS INCCDNS6,306$1,9630.02%
488CARRIER GLOBAL CORPORATION COMCARR33,615$1,9540.02%
489OTIS WORLDWIDE CORP COMOTIS19,467$1,9320.02%
490HINGHAM INSTITUTIONAL SAVINGS43332310211,069$1,9310.02%
491MARRIOTT INTL INC CL A5719032027,648$1,9300.02%
492iShares Residential and Multisector Real Estate ETF46428856226,718$1,9260.02%
493DELL INCDELL16,781$1,9150.02%
494VANGUARD INFO TECH INDEX92204A7023,641$1,9090.02%
495INVESCO BULLETSHARES 2027 MUIVZ80,240$1,8980.02%
496SPDR PORTFOLIO SMALL CAP ETF78468R85344,009$1,8940.02%
497VANGUARD INTL EQUITY INDEX FDS TT WRLD ST ETF92204274216,973$1,8760.02%
498INVESCO BULLETSHARES 2026 MUIVZ79,439$1,8720.02%
499BANK NEW YORK MELLON06405810031,715$1,8270.02%
500ANALOG DEVICES INCADI9,204$1,8210.02%