Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Column Capital Advisors, LLC

Quarter ended Q3 2023 · Filed August 8, 2023 · Accession 0001552564-23-000004

Total Value
$711.3M
Positions
822
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF9229083631,253,496$61.4M8.65%
2ISHARES GLOBAL INFRASTRUCTURE ETF4642883721,412,847$59.3M8.35%
3VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,295,085$59.2M8.34%
4ISHARES TR RUSSELL 1000 INDEX ETF464287622198,599$48.4M6.82%
5ISHARES NATIONAL MUNI BOND ETF464288414428,924$45.8M6.45%
6VANGUARD FTSE ALL-WORLD EX-US922042775717,069$39.0M5.50%
7ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834543,957$34.1M4.80%
8VANGUARD SMALL-CAP ETF922908751291,036$29.8M4.19%
9ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158238,256$24.8M3.49%
10ISHARES HIGH YIELD BOND FACTOR ETF46435G250657,970$24.7M3.48%
11VANGUARD LARGE CAP922908637108,512$22.0M3.10%
12PROLOGIS SHARE BENEFICIAL INTPLDGP160,767$19.7M2.78%
13SCHWAB ETFS- US BROAD MARKET ETF808524102288,473$14.9M2.10%
14LILLY ELI & CO COMLLY787,836$14.6M2.05%
15ABBOTT LABS COMABLZF112,903$12.3M1.73%
16ISHARES MSCI ACWI EX US464288240215,122$10.6M1.49%
17VANGUARD FTSE EMERGING MARKETS ETF922042858334,846$9.5M1.34%
18DIMENSIONAL U.S. SMALL CAP ETF25434V500275,749$9.4M1.32%
19ISHARES S&P SMALLCAP 600 ETF46428780478,374$7.8M1.10%
20POWERSHARES QQQ TRIVZ20,756$7.7M1.08%
21VANGUARD SHORT TERM CORP BOND FD ETF92206C409782,479$7.7M1.08%
22APPLE INCAAPL112,786$5.8M0.82%
23ISHARES U.S. INFRASTRUCTURE ETF46435U713125,975$4.9M0.69%
24BERRY PLASTICS GROUPINC COM08579W10374,141$4.8M0.67%
25BLACKBAUD INCBLKB65,105$4.6M0.65%
26TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80324,886$4.3M0.61%
27ISHARES MSCI USA QUALITY FACTOR ETF46432F33928,185$3.8M0.54%
28ISHARES RUSSELL 2000 ETF46428765519,342$3.6M0.51%
29VANGUARD SMALL CAP VALUE ETF92290861121,859$3.6M0.51%
30VANGUARD TOTAL STOCK MARKET ETF922908769429,688$3.6M0.51%
31VANGUARD SHORT-TERM TREASURY ETF92206C10255,742$3.2M0.45%
32MICROSOFTMSFT9,253$3.2M0.44%
33PROCTER AND GAMBLE CO COM74271810919,076$2.9M0.41%
34VANGUARD SHORT TERM INFL-PROTECTED922020805464,934$2.6M0.36%
35VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF92194688538,375$2.4M0.34%
36ISHARES CORE S&P 500 ETF4642872005,153$2.3M0.32%
37VANGUARD FTSE DEVELOPED MARKETS ETF921943858538,908$2.3M0.32%
38SWEETGREEN INC COM CL ASG170,475$2.2M0.31%
39AMAZON.COM INCAMZN66,437$2.1M0.30%
40SPDR HIGH YIELD BOND ETF78468R62220,808$1.9M0.27%
41ISHARES 0-5 YEAR TIPS BOND ETF46429B74718,804$1.8M0.26%
42SPDR S&P 500 ETFSPY3,881$1.7M0.24%
43ISHARES CORE MSCI EMERGING MARKETS ETF46434G10334,129$1.7M0.24%
44ISHARES TRUST RUSSELL 3000 INDEX FD4642876896,065$1.5M0.22%
45JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33226,000$1.4M0.20%
46SCHWAB U.S. LARGE-CAP ETF80852420127,397$1.4M0.20%
47DIMENSIONAL GLOBAL REAL ESTATE ETF25434V65857,431$1.4M0.20%
48JOHNSON & JOHNSON COMJNJ8,266$1.4M0.19%
49FISERV INCFISV10,756$1.4M0.19%
50GOOGLE INCGOOG11,230$1.3M0.19%
51ISHARES 1-3 YEAR TREASURY BOND ETF46428745716,228$1.3M0.19%
52BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A742,948$1.3M0.18%
53DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V20346,397$1.3M0.18%
54INVESCO SENIOR LOAN ETFIVZ54,923$1.2M0.16%
55DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73247,916$1.2M0.16%
56DIMENSIONAL INTERNATIONAL SMALL CAP ETF25434V77348,305$1.1M0.16%
57JPMORGAN CHASE & CO COMVYLD7,380$1.1M0.15%
58VISA INCV4,473$1.1M0.15%
59NVIDIA CORPNVDA2,449$1.0M0.15%
60CALUMET SPCLTY PRDCTS PRTNRS13147610365,000$1.0M0.15%
61ALPHABET INC CAP STK CL CGOOG8,271$1.0M0.14%
62KBW REGIONAL BANKINGETF78464A69822,300$910,5090.13%
63MCDONALDS CORP COMMCD2,878$858,8240.12%
64CBIZ INC COMCBZ14,786$787,7980.11%
65ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882819,010$779,7280.11%
66ISHARES SEMICONDUCTOR ETF4642875231,500$760,8900.11%
67ISHARES RUSSELL 1000 GROWTH ETF4642876142,727$750,4160.11%
68STRIVE 500 ETFSATA25,583$725,0220.10%
69SCHWAB MUNICIPAL BOND ETF80852464913,876$719,2070.10%
70GENUINE PARTS CO COMGPC4,052$685,7200.10%
71ISHARES MSCI EAFE ETF4642874659,206$667,4350.09%
72LAKELAND FINANCIAL CORP 51165610013,518$655,9140.09%
73TUTOR PERINI CORP COMTPC91,025$650,8290.09%
74UNITEDHEALTH GROUPUNH1,313$631,3410.09%
75VANGUARD SHORT TERM BOND9219378278,348$630,8780.09%
76SERVICE NOW INC NOW1,115$626,5970.09%
77SCHWAB 1000 INDEX ETF80852472213,445$575,3240.08%
78NETFLIX COM INCNFLX1,286$566,4700.08%
79SPDR S&P DIVIDEND ETF78464A7634,600$563,8680.08%
80MERCK & CO INCMRK4,819$556,1460.08%
81ORACLE CORPORATIONORCL-PD4,469$532,3280.07%
82ELEVANCE HEALTH INC COMELV1,192$529,8800.07%
83HOME DEPOTHD1,689$524,7680.07%
84VANGUARD REIT INDEX ETF9229085536,213$519,1930.07%
85DEXCOM INC COMDXCM4,030$517,8950.07%
86ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF4642885136,752$506,8730.07%
87ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886469,516$477,4180.07%
88ISHARES S&P 500 GROWTH ETF4642873096,566$462,7720.07%
89ADOBE SYS INCADBE916$447,9150.06%
90SCHWAB INTERNATIONAL EQUITY ETF80852480512,175$434,0460.06%
91DEERE & CO COMDE1,051$425,8550.06%
92META PLATFORMS INC CL AMETA1,446$414,9730.06%
93VANGUARD INTERMEDIATE-TERM BOND ETF9219378195,427$408,3040.06%
94GENMAB A/S SPONSORED ADSGNMSF10,680$405,9470.06%
95TESLA MOTORS INC TSLA1,393$364,6460.05%
96BLOCK INC CL ABSQKZ5,357$356,6150.05%
97SHOPIFY INC CL ASHOP5,514$356,2040.05%
98COSTAR GROUP INC COMCSGP3,868$344,2520.05%
99INTL BUSINESS MACHINESINTR2,545$340,6550.05%
100ROCKWELL AUTOMATION INC COMROK1,018$335,3800.05%
101BANK AMERICA CORP COM06050510411,445$328,3800.05%
102ANALOG DEVICES INC COMADI1,661$323,5790.05%
103DISNEY WALT CO COM2546871063,568$318,5750.04%
104KIMBERLY-CLARK CORP COMKMB2,205$304,4220.04%
105SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4094,914$299,8030.04%
106LAM RESEARCH CORPLRCX462$297,0010.04%
107PHYSICIANS RLTY TR COM71943U10420,886$292,1950.04%
108ATLASSIAN CORPORATION CL ATEAM1,739$291,8220.04%
109VANGUARD MEGA CAP VALUE ETF9219108402,757$286,0660.04%
110PEPSICO INC COMPEP1,537$284,8330.04%
111UBER TECHNOLOGIES INC COMUBER6,571$283,6700.04%
112DATADOG INC CL A COMDDOG2,877$283,0390.04%
113SNOWFLAKE INC CL ASNOW1,580$278,0480.04%
114PFIZER INC COMPFE18,625$276,8620.04%
115ISHARES U.S. MEDICAL DEVICES ETF4642888104,848$273,7180.04%
116VANGUARD ESG INTERNATIONAL STOCK ETF9219107255,111$271,4450.04%
117BROADCOM INC COMAVGO311$269,7710.04%
118ISHARES S&P 500 VALUE ETF4642874081,667$268,7040.04%
119STRIVE U.S. ENERGY ETF02072L7229,700$265,3920.04%
120SCHWAB ETFS- US SMALL-CAP ETF8085246076,047$264,8590.04%
121ENTEGRIS INCENTG2,383$264,1800.04%
122CHEVRON CORP NEW COMCVX1,647$259,1760.04%
123JPMORGAN ULTRA-SHORT INCOME ETF46641Q8374,989$250,1480.04%
124ENERGY SELECT SECTOR SPDR81369Y5063,032$246,1070.03%
125ISHARES CORE S&P MID CAP ETF464287507917$239,9260.03%
126ISHARES MSCI EMERGING MARKETS ETF46428723451,145$235,5270.03%
127ABBVIE INC COMABBV1,740$234,5560.03%
128VERIZON COMMUNICATIONSVZ6,286$233,7950.03%
129COSTCO WHOLESALE CORP22160K105433$233,2190.03%
130ISHARES CORE MSCI EAFE ETF46432F8423,382$228,2850.03%
131DIGITAL REALTY TRUST INC2538681032,000$227,7400.03%
132MGE ENERGY INC COMMGEE2,850$225,4640.03%
133HONEYWELL INTL INC4385161061,075$223,0630.03%
134EXXON MOBIL CORP COMXOM1,976$211,9580.03%
135UNILEVER PLC SPON ADR NEWUNLYF4,065$211,9080.03%
136CUMMINS INC COMCMI862$211,3280.03%
137DOMINION RESOURCES INCD4,000$207,1600.03%
138STRYKER CORPSYK677$206,7190.03%
139CARLISLE COS INC COM142339100798$204,7110.03%
140BERKLEY W R CORP COMWRB-PH3,415$203,3970.03%
141AFLAC INC COMAFL2,910$203,1180.03%
142DOORDASH INC CL ADASH2,642$201,9020.03%
143ISHARES TR DOW JONES U S HEALTHCARE464287762711$199,2590.03%
144ISHARES ESG AWARE MSCI EM ETF46434G8636,290$198,9530.03%
145ISHARES MSCI USA EQUAL WEIGHTED ETF4642866812,493$196,4460.03%
146WALMART INC COMWMT1,235$194,1170.03%
147LOWES COS INC COM548661107854$192,8110.03%
148MONSTER BEVERAGE CORPMNST3,314$190,3560.03%
149ALIGN TECHNOLOGY INCALGN532$188,1360.03%
150AIRBNB INC COM CL AABNB1,455$186,4730.03%
151HOLOGIC INCHOLX2,200$178,1340.03%
152ISHARES RUSSELL 1000 VALUE ETF4642875981,120$176,7990.02%
153KELLOGG CO COMBEKE2,600$175,2400.02%
154CISCO SYS INCCSCO3,289$170,1730.02%
155FLOOR & DECOR HLDGS INC CL AFND1,606$166,9600.02%
156WASTE MANAGEMENT INC94106L109952$165,0960.02%
157SPDR GOLD ETFGLD925$164,9000.02%
158AT&T INC COMT-PC10,143$161,7880.02%
159AMERICAN WATER WORKS CO 0304201031,132$161,5930.02%
160WELLS FARGO CO NEW COM9497461013,729$159,1890.02%
161O REILLY AUTOMOTIVE INC67103H107166$158,5800.02%
162DIMENSIONAL US CORE EQUITY MARKET ETF25434V1045,066$156,9950.02%
163SEA LTD SPONSORD ADSSE2,701$156,7660.02%
164ARAMARK COMARMK3,625$156,0560.02%
165MATCH GROUP INC NEW COMMTCH3,707$155,1380.02%
166NIOCORP DEVS LTD COM NEW65448410430,000$150,9000.02%
167SCHWAB EMERGING MARKET EQ ETF 8085247066,090$150,0000.02%
16810X GENOMICS INC CL A COMTXG2,638$147,3060.02%
169TEXAS INSTRS INC COM882508104818$147,2560.02%
170CLOUDFLARE INC CL A COMNET2,249$147,0170.02%
171ISHARES GOLD TRUST ETF IAU4,040$147,0160.02%
172PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R8331,461$145,8480.02%
173CACI INTL INC CL A127190304427$145,5390.02%
174DANAHER CORP 235851102606$145,4400.02%
175ACCENTURE LTD BERMUDA CL AACN463$142,8730.02%
176LANDSTAR SYSTEMS INCLSTR736$141,7090.02%
177US BANCORP DEL COM NEWUSB-PS4,251$140,4830.02%
178VANGUARD ENERGY ETF92204A3061,235$139,4190.02%
179IMGP DBI MANAGED FUTURES STRATEGY ETF53700T8275,037$139,1720.02%
180MOTOROLA SOLUTIONS INC COM NEWMSI473$138,7500.02%
181TJX COS INC NEW COM8725401091,635$138,6320.02%
182TELEFLEX INCORPORATED COMTFX567$137,2310.02%
183MARSH & MCLENNAN COS INC COM571748102726$136,5460.02%
184EDWARDS LIFESCIENCES CORP COMEW1,422$134,1370.02%
185ILLINOIS TOOL WKS INC COM452308109536$134,0860.02%
186MASTERCARD INC MA339$133,4460.02%
187MARKEL CORP HOLDING COMKL96$132,7850.02%
188NEXTERA ENERGY INC COMNEE-PW1,770$131,3340.02%
189COCA COLA CO COMKO2,177$131,1560.02%
190BROWN & BROWN INCBRO1,901$130,8650.02%
191BECTON DICKINSON & CO COMBDX493$130,1570.02%
192MARATHON PETE CORPMARA1,110$129,4260.02%
193DUKE ENERGY CORP NEW COM NEWDUKB1,441$129,3150.02%
194VANGUARD DIVIDEND APPRECIATION ETF921908844763$124,0780.02%
195SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7392,551$120,0250.02%
196INTERCONTINENTALEXCHINTL45866F1041,049$118,6210.02%
197MODERNA INC COMMRNA117,112$117,1120.02%
198MORNINGSTAR INCMORN597$117,0540.02%
199RPM INTL INC COM7496851031,304$117,0080.02%
200APTARGROUP INCATR995$115,2810.02%
201ENVISTA HOLDINGS CORPORATION COMNVST3,366$113,9050.02%
202EMERSON ELEC CO COMEMR1,250$112,9880.02%
203SOUTHERN CO COMSOMN1,605$112,8120.02%
204LOCKHEED MARTIN CORPLMT245$112,7930.02%
205AFFILIATED MANAGERS GROUP INCMGRE751$112,5670.02%
206BOOZ ALLEN HAMILTON HLDG CORP CL ABAH1,006$112,2700.02%
207SEI INVESTMENTS CO7841171031,880$112,0860.02%
208CHUBB LIMITED COMCB582$112,0700.02%
209HEXCEL CORP NEW COM4282911081,455$110,6090.02%
210RTX CORPORATION COMRTX1,119$109,6170.02%
211LKQ CORP COMLKQ1,867$108,7900.02%
212GODADDY INC CL AGDDY1,447$108,7130.02%
213OMNICELL INCOMCL1,450$106,8220.02%
214SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109310$106,5940.02%
215JB HUNT TRANSPORT SERVICES445658107571$103,3680.01%
216BLACKROCK SCIENCE & TECHNOLOGY SHSBLK2,976$102,4930.01%
217ARCH CAP GROUP LTD ORDG0450A1051,367$102,3200.01%
218SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8472,226$102,1510.01%
219DOLBY LABORATORIES INC DLB1,217$101,8390.01%
220CVS HEALTH CORP COMCVS1,464$101,2060.01%
221UNION PAC CORP COMUNP491$100,4680.01%
222INTEL CORP COMINTC3,002$100,3970.01%
223LENNOX INTL INC COM526107107300$97,8210.01%
224ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6632,712$96,3580.01%
225WEC ENERGY GROUP INC COMWEC1,091$96,2700.01%
226WEX INC COMWEX523$95,2230.01%
227AIR PRODS & CHEMS INC COMAIIR317$94,9510.01%
228UNITED PARCEL SERVICE INCUPS522$93,6630.01%
229VANGUARD FTSE ALL WORLD EX-US ETF922042718843$93,1350.01%
230CHOICE HOTELS INTL INC COM169905106790$92,8410.01%
231PINTEREST INC CL APINS3,386$92,5730.01%
232ISHARES TR S&P 100 INDEX FUND464287101445$92,1420.01%
233PROGRESSIVE CORP COM743315103689$91,2030.01%
234AMERICAN ELEC PWR CO INC COM0255371011,075$90,5150.01%
235ISHARES AGGREGATE BOND ETF464287226917$89,8200.01%
236AUTOMATIC DATA PROCESSING INC COMADP404$88,7950.01%
237VANGUARD INFORMATION TECHNOLOGY ETF92204A702198$87,5480.01%
238KIRBY CORPORATION KEX1,135$87,3380.01%
239INCYTE CORPINCY1,385$86,2160.01%
240TORO CO COMTORO848$86,1990.01%
241TARGET CORP COMTGT645$85,0760.01%
242XYLEM INCXYL750$84,4650.01%
243PUBLIC SVC ENTERPRISE GRP INC COM7445731061,348$84,3980.01%
244CASEYS GEN STORES INC147528103345$84,1390.01%
245DNP SELECT INCOME FD INC23325P1048,000$83,8400.01%
246THE TRADE DESK INC COM CL A88339J1051,084$83,7060.01%
247CHICAGO MERCANTILE HLDGS INCCME449$83,1950.01%
248CHARLES SCHWAB CORPSCHW-PJ1,467$83,1500.01%
249BURLINGTON STORES INC COMBURL525$82,6300.01%
250EOG RESOURCES INCEOG720$82,3970.01%
251ALCON AG ORD SHSALC994$81,6170.01%
252BROADRIDGE FIN SOL11133T103489$80,9930.01%
253MIDDLESEX WTR CO COM5966801081,000$80,6600.01%
254ENPHASE ENERGY INC COM USD0.00001ENPH480$80,3900.01%
255PARKER-HANNIFIN CORP COMPH206$80,3480.01%
256CATERPILLAR INC COMCAT326$80,2120.01%
257TRIMBLE NAV LTDTRMB1,512$80,0450.01%
258ISHARES MORNINGSTAR MID-CAP ETF4642882081,264$79,9990.01%
259GENTEX CORPGNTX2,697$78,9140.01%
260ULTRAGENYX PHARMACEUTICAL INC COMRARE1,704$78,6060.01%
261PACCAR INC COMPCAR928$77,6270.01%
262LIBERTY BROADBAND CORP COM SER CLBRDP964$77,2260.01%
263COLUMBIA SPORTSWEAR COCOLM996$76,9310.01%
264AMERICAN TOWER CORP03027X100390$75,6370.01%
265CARNIVAL CORPCUKPF4,000$75,3200.01%
266DOLLAR TREE STORES INCDLTR519$74,4770.01%
267FIRST INTERNET BANCORP COMINBKZ5,011$74,4170.01%
268YUM! BRANDS INCYUM528$73,2410.01%
269NORDSON CORPNDSN295$73,2130.01%
270CROWDSTRIKE HLDGS INC CL ACRWD496$72,8480.01%
271NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN BMG667211NCLH3,325$72,3850.01%
272ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF46435G4411,640$72,3300.01%
273SPDR S&P AEROSPACE & DEFENSE ETF78464A631595$72,3100.01%
274GENERAL DYNAMICS CORP COMGD333$71,6450.01%
275VANGUARD TOTAL WORLD STOCK ETF922042742736$71,3910.01%
276NIKE INC CLASS BNKE646$71,2990.01%
277O S I SYSTEMS INC OSIS600$70,6980.01%
278KKR & CO INC COMKKRT1,241$69,4960.01%
279SALESFORCE COM CRM327$69,0820.01%
280IDEX CORP 45167R104317$68,2370.01%
281DOVER CORP COMDOV460$67,9190.01%
282BLACK KNIGHT INC COM09215C1051,135$67,7940.01%
283DECKERS OUTDOORDECK127$67,0130.01%
284NORTHERN TR CORP COMNTRSO900$66,7260.01%
285HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF41151J1091,532$66,6270.01%
286OLD NATL BANCORP IND6800331074,746$66,1590.01%
287EQUINIX INC COMEQIX83$65,0670.01%
288TRANSDIGM GROUP INC COM DELAWARETDG72$64,3800.01%
289COMCAST CORP NEW CL ACCZ1,542$64,1060.01%
290FTI CONSULTING INCFCN337$64,0970.01%
291EATON VANCE ENHANCED EQUITY IN COMETN3,885$64,0640.01%
292ALLIANT ENERGY CORP COMLNT1,212$63,6060.01%
293JONES LANG LASALLE INCJLL408$63,5660.01%
294COPART INCCPRT690$62,9350.01%
295ONEOK INC NEW COMOKE1,017$62,7690.01%
296GENERAL MLS INC COM370334104816$62,5870.01%
297EATON CORP PLC SHSETN307$61,7380.01%
298HERSHEY CO COMHSY246$61,4570.01%
299AON CORPAON176$60,7550.01%
300ISHARES MSCI INDIA SMALL CAP ETF46429B6141,036$60,2020.01%
301SCHWAB US DIVIDEND EQUITY ETF808524797825$59,9310.01%
302IQVIA HLDGS INC COMIQV266$59,7890.01%
303BIO-TECHNE CORP COMTECH732$59,7530.01%
304M/I HOMES INC COMMHO684$59,6380.01%
305FEDEX CORPFDX240$59,4960.01%
306MANHATTAN ASSOCIATES INC COMMANH297$59,3640.01%
307QUALCOMM INCQCOM496$59,0440.01%
308ASML HOLDING N V N Y REGISTRY SHSASMLF81$58,7050.01%
309LULULEMON ATHLETICA INCLULU155$58,6680.01%
310ULTA SALON COSMETICS & FRAGRANCE INC COMULTA124$58,3540.01%
311JACOBS SOLUTIONS INC COMJ471$55,9970.01%
312BP PLC SPONSORED ADRBPPFF1,544$54,5150.01%
313NOVARTIS AG ADRNVSEF535$53,9870.01%
314THERMO FISHER SCIENTIFIC INC COMTMO102$53,2190.01%
315POOL CORP COMPOOL142$53,1990.01%
316TE CONNECTIVITY LTDTEL379$53,1210.01%
317CITIGROUP INCC-PR1,150$52,9460.01%
318ISHARES RUSSELL 2000 VALUE ETF464287630374$52,7990.01%
319GALLAGHER ARTHUR J &CO363576109233$51,1600.01%
320VANGUARD TOTAL BOND MARKET ETF921937835700$50,9260.01%
321ROYAL DUTCH SHELL PLC-ADRRYDAF842$50,8400.01%
322GRACO INC COMGGG588$50,7740.01%
323DISCOVERY HLDG CO WBD3,986$49,9840.01%
324ACUITY BRANDS INCAYI306$49,9020.01%
325SCHWAB U.S. LARGE-CAP GROWTH ETF808524300657$49,2530.01%
326RELX PLC SPONSORED ADRRLXXF1,467$49,0420.01%
327NOVO-NORDISK A/S ADR ADR CMNNONOF299$48,3870.01%
328ISHARES CORE DIVIDEND GROWTH ETF46434V621936$48,2320.01%
329TRANE TECHNOLOGIES PLC SHSTT250$47,8150.01%
330CAPITAL ONE FINANCIAL CORP14040H105437$47,7950.01%
331BOSTON SCIENTIFIC CORPBSX872$47,1660.01%
332FACTSET RESEARCH SYS INC303075105116$46,4750.01%
333ESTEE LAUDER COMPANIES INC518439104236$46,3460.01%
334CHARTER COMMUNICATIONS INC NEW CL A16119P108126$46,2890.01%
335AMERICAN INTL GROUP INC COM NEW026874784796$45,8020.01%
336ISHARES MSCI EAFE SMALL-CAP ETF464288273773$45,5920.01%
337XENIA HOTELS & RESORTS INC COMXHR3,650$44,9320.01%
338BRISTOL-MYERS SQUIBB CO COMCELG-RI700$44,7650.01%
339FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND337344105416$44,4700.01%
340PALO ALTO NETWORKS INC COMPANW174$44,4590.01%
341NXP SEMICONDUCTORS NV COMNXPI214$43,8020.01%
342TRANSUNION COMTRU555$43,4730.01%
343SPDR EURO STOXX 50 ETF78463X202945$43,4510.01%
344NICE SYSTEMS LTD ADRNCSYF207$42,7460.01%
345DOLLAR GEN CORP256677105251$42,6150.01%
346HENRY JACK & ASSOC INC426281101254$42,5020.01%
347VANGUARD GROWTH ETF922908736149$42,2820.01%
348INTERPUBLIC GROUP COS INC COMINTR1,090$42,0520.01%
349YORK WTR CO COM9871841081,000$41,2700.01%
350PROSPERITY BANCSHARES INCPB729$41,1740.01%
351TYLER TECHNOLOGIES INC COMTYL97$40,3980.01%
352HSBC HOLDINGS PLC SPONS ADRHBCYF1,006$39,8580.01%
353BROOKFIELD ASSET MGMT INC COM VOTING11271J1071,182$39,7740.01%
354ALLSCRIPTS HEALTHCARE01988P1083,080$38,8080.01%
355SERVICE CORP INTL COM817565104594$38,3660.01%
356CANADIAN PAC RAILWAYLTDCP472$38,1230.01%
357FORD MOTOR COMPANY3453708602,500$37,8250.01%
358SCHWAB U.S. REIT ETF8085248471,908$37,2630.01%
359CARDINAL HEALTH INCCAH393$37,1660.01%
360VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706630$36,9560.01%
361CARLYLE GROUP INC COMCGABL1,154$36,8700.01%
362SYNCHRONY FINANCIAL COMSYF-PB1,073$36,3960.01%
363FRANKLIN ELEC INC COMFELE350$36,0150.01%
364HENRY SCHEIN INCHSIC440$35,6840.01%
365AMERICAN EXPRESS CO COMAXP198$34,4920.00%
366BOEING CO COMBA-PA162$34,2080.00%
367CARRIER GLOBAL CORPORATION COMCARR682$33,9020.00%
368MONDELEZ INTL INC CL A609207105460$33,5520.00%
369PNC FINL SVCS GROUP INC COM693475105265$33,4510.00%
370VANGUARD FINANCIALS ETF92204A405408$33,1460.00%
371ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887288$33,1000.00%
372TOYOTA MOTOR CORP ADSTOYOF205$32,9540.00%
373FERGUSON PLC NEW SHSG3421J106206$32,4060.00%
374AMETEK INC COMAME200$32,3760.00%
375CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407190$32,2640.00%
376ADVANCED MICRO DEVICES INC COMAMD282$32,1230.00%
377CBRE GROUP INC ACBRE396$31,9610.00%
378SCHLUMBERGER LTD COM STKSLB648$31,8300.00%
379CORTEVA INC COMCTVA555$31,8020.00%
380CALIFORNIA WTR SVC GROUP COM130788102611$31,5460.00%
381GENERAL MOTORS CORP37045V100815$31,4260.00%
382S&P GLOBAL INC COMSPGI78$31,2690.00%
383COLGATE PALMOLIVE CO COMCL400$30,8160.00%
384HEALTH CARE SELECT SECTOR SPDR FUND81369Y209232$30,7930.00%
385MCKESSON CORPMCK72$30,7660.00%
386GABELLI DIV AND INC TR 36242H1041,450$30,6390.00%
387ISHARES MSCI EUROZONE ETF464286608656$30,0580.00%
388SONY GROUP CORP SPONSORED ADRSNEJF330$29,7130.00%
389SYSCO CORP COMSYY400$29,6800.00%
390WORKDAY INC CL AWDAY130$29,3660.00%
391ALLSTATE CORPALL-PJ267$29,1140.00%
392ZIVO BIOSCIENCE INC COM NEWZIVOW12,000$29,0400.00%
393NEXSTAR MEDIA GROUP INC COMMON STOCKNXST174$28,9800.00%
394ZOETIS INC CL AZTS168$28,9310.00%
395GILEAD SCIENCES INCGILD373$28,7470.00%
396YUM CHINA HLDGS INC COMYUMC508$28,7020.00%
397DIMENSIONAL US SMALL CAP VALUE ETF25434V8151,115$28,6560.00%
398CRACKER BARREL INC22410J106307$28,6060.00%
399HOULIHAN LOKEY INC CL AHLI290$28,5100.00%
400COLUMBIA BANKING SYSTEM INC1972361021,405$28,4930.00%
401SCHWAB US AGGREGATE BOND ETF808524839600$27,6960.00%
402BORG WARNER AUTOMOTIVE INCBWA549$26,8520.00%
403STMICROELECTRONICS N V NY REGISTRYSTMEF534$26,6950.00%
404ISHARES 0-3 MONTH TREASURY BOND ETF46436E718265$26,6670.00%
405VANGUARD MID-CAP ETF922908629121$26,6390.00%
406SEALED AIR CORP NEW COMSE665$26,6000.00%
407CONOCOPHILLIPS COMCOP255$26,4210.00%
408DIMENSIONAL US HIGH PROFITABILITY ETF25434V831995$26,4070.00%
409MORGAN STANLEYMS-PQ304$25,9620.00%
410GATX CORP COMGATX200$25,7480.00%
411FIDELITY DIVIDEND ETF FOR RISING RATES316092832600$25,0440.00%
412BOOKING HOLDINGS INC COMBKNG9$24,3030.00%
413VANGUARD VALUE ETF922908744169$24,1300.00%
414RYANAIR HLDGS PLC ADR F 1 ADR REP 5 ORDRYAOF216$23,8900.00%
415COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852360$23,4610.00%
416ADVANCED DRAIN SYS INC DEL COM00790R104203$23,0970.00%
417DIAGEO PLCDGEAF131$22,7260.00%
418SKYWATER TECHNOLOGY INC COMSKYT2,400$22,6080.00%
419SCHWAB US MID-CAP ETF 808524508318$22,5880.00%
420TOAST INC CL ATOST1,000$22,5700.00%
421GARTNER INC CL AIT64$22,4200.00%
422PIONEER NATURAL RESOURCES CO723787107108$22,3750.00%
423T-MOBILE US INC COMTMUSZ161$22,3630.00%
424AVERY DENNISON CORP COMAVY130$22,3340.00%
425ICON PLC SHSICLR89$22,2680.00%
426VANGUARD MID-CAP GROWTH ETF922908538107$22,0170.00%
427UPSTART HLDGS INC COMUPST610$21,8440.00%
428STARBUCKS CORPSBUX218$21,5950.00%
429TRUIST FINL CORP COM89832Q109706$21,4270.00%
430MDU RES GROUP INC COM5526901091,012$21,1910.00%
431APPLIED MATLS INC COM038222105146$21,1030.00%
432HEICO CORP NEW CL AHEI-A150$21,0900.00%
433SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARSU714$20,9340.00%
434VANGUARD ESG U.S. CORPORATE BOND ETF921910691333$20,6410.00%
435ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR236$20,4750.00%
436ASTRAZENECA PLC- SPONS ADRAZN286$20,4690.00%
437LINDE PLC SHSLIN53$20,1970.00%
438VERTEX PHARMACEUTICALS INVRTX57$20,0590.00%
4393M CO COMMMM200$20,0180.00%
440ISHARES INC MSCI PACIFIC EX-JAPAN464286665473$19,9800.00%
441ORGANON & CO COMMON STOCKOGN939$19,5500.00%
442NORFOLK SOUTHERN CRP65584410886$19,5010.00%
443HELMERICH & PAYNE INC COMHP550$19,4980.00%
444CHARLES RIVER LABS HLDG 15986410791$19,1330.00%
445VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406180$19,0930.00%
446MADISON SQUARE GRDN SPRT CORP CL A55825T103100$18,8050.00%
447EXACT SCIENCES CORP COM30063P105200$18,7800.00%
448GAYLORD ENTERTAINMENT CO NEW78377T107200$18,5840.00%
449ISHARES MSCI JAPAN ETF46434G822300$18,5700.00%
450OTIS WORLDWIDE CORP COMOTIS207$18,4250.00%
451WATTS WATER TECHNOLOGIES CL AWTS100$18,3730.00%
452CONSOLIDATED EDISON INC COMED200$18,0800.00%
453SIMON PROPERTY GROUP INC828806109155$17,9020.00%
454VANGUARD INDUSTRIALS ETF92204A60387$17,8810.00%
455CRANE COMPANY COMMON STOCKCR200$17,8240.00%
456SYNOVUS FINL CORP87161C501588$17,7870.00%
457OMEGA HEALTHCARE INVESTORS INC681936100574$17,6160.00%
458DUPONT DE NEMOURS INC COMDD244$17,4310.00%
459ECOLAB INC COMECL93$17,3620.00%
460PAYPAL HLDGS INC COMPYPL260$17,3500.00%
461HCA HEALTHCARE INC COMHCA57$17,2980.00%
462METLIFE INC COMMET-PF300$16,9590.00%
463STERIS CORPSTE75$16,8740.00%
464NBT BANCORP INCNBTB522$16,6320.00%
465JOHNSON CTLS INCG51502105244$16,6260.00%
466HOWARD HUGHES CORP COMHHH210$16,5730.00%
467GERMAN AMERN BANCORP INC COM373865104591$16,0710.00%
468INTER PARFUMS INC COMINTR117$15,8220.00%
469FREEPORT MCMORAN COPPER FCX391$15,6400.00%
470COCA COLA ENTERPRISEINCCCEP237$15,2700.00%
471ISHARES CYBERSECURITY & TECH ETF46435U135400$15,1280.00%
472CSX CORPCSX441$15,0380.00%
473BHP GROUP LTD SPONSORED ADSBHPLF250$14,9180.00%
474STANDEX INTL CORP COM854231107105$14,8540.00%
475VASCO DATA SECURITY INTL OSPN1,000$14,8400.00%
476L3HARRIS TECHNOLOGIES INC COMLHX75$14,6830.00%
477ARISTA NETWORKS INC COMANET88$14,2610.00%
478ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY171$14,2530.00%
479SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359200$13,9900.00%
480MATERION CORP COMMTRN122$13,9320.00%
481FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808106$13,8480.00%
482SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN US86562M209886562M2091,594$13,7080.00%
483SAP AKTIENGESELLSCHAFT ADRSAPGF100$13,6810.00%
484AMPHENOL CORP CL A032095101160$13,5920.00%
485VIRGIN GALACTIC HOLDINGS INC COMSPCE3,500$13,5800.00%
486VANGUARD EUROPEAN 922042874218$13,4530.00%
487SANOFI SASNYNF249$13,4210.00%
488WINGSTOP INC COMWING67$13,4110.00%
489CHORD ENERGY CORPORATION COM NEWCHRD87$13,3810.00%
490BANK NEW YORK MELLON CORP COM064058100300$13,3560.00%
491HOME BANCSHARES INCHOMB582$13,2700.00%
492HALLIBURTON CO COMHAL400$13,1960.00%
493MOLSON COORS BEVERAGE CO CL BTAP-A200$13,1680.00%
494LIBERTY MEDIA CORP DEL COM C SIRIUSXMFWONB400$13,0920.00%
495VANGUARD RUSSELL 1000 GROWTH ETF92206C680185$13,0910.00%
496FIRST FINL CORP IND COM320218100400$12,9880.00%
497SOUTHWEST AIRLS CO COM844741108357$12,9380.00%
498EATON VANCE TAX-MANAGED BUY- W COMETN1,000$12,7800.00%
499FEDERAL AGRIC MTG CORP CL C31314830688$12,6490.00%
500NORTHERN OIL & GAS INC COMNOG367$12,5950.00%