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 Q4 2023 · Filed November 3, 2023 · Accession 0001552564-23-000005

Total Value
$680.0M
Positions
806
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD S&P 500 ETF922908363933,578$61.1M9.01%
2VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,346,037$59.8M8.82%
3ISHARES GLOBAL INFRASTRUCTURE ETF4642883721,622,507$55.9M8.23%
4ISHARES TR RUSSELL 1000 INDEX ETF464287622194,427$45.7M6.73%
5ISHARES NATIONAL MUNI BOND ETF464288414425,485$43.6M6.43%
6VANGUARD FTSE ALL-WORLD EX-US922042775694,502$36.0M5.31%
7ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834538,117$32.3M4.76%
8VANGUARD SMALL-CAP ETF922908751284,623$28.4M4.19%
9ISHARES HIGH YIELD BOND FACTOR ETF46435G250691,365$25.8M3.80%
10VANGUARD LARGE CAP922908637106,798$20.9M3.08%
11PROLOGIS SHARE BENEFICIAL INTPLDGP158,777$17.8M2.62%
12SCHWAB ETFS- US BROAD MARKET ETF808524102302,882$15.1M2.22%
13ELI LILLY & CO COMLLY783,826$14.4M2.12%
14ABBOTT LABS COMABLZF112,891$10.9M1.61%
15ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158103,271$10.6M1.56%
16ISHARES MSCI ACWI EX US464288240212,465$10.0M1.47%
17DIMENSIONAL U.S. SMALL CAP ETF25434V500271,337$9.0M1.32%
18VANGUARD FTSE EMERGING MARKETS ETF922042858324,460$8.9M1.31%
19POWERSHARES QQQ TRIVZ22,470$8.1M1.19%
20ISHARES S&P SMALLCAP 600 ETF46428780476,267$7.2M1.06%
21VANGUARD SHORT TERM CORP BOND FD ETF92206C409765,232$6.7M0.98%
22TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80332,862$5.4M0.79%
23ISHARES U.S. INFRASTRUCTURE ETF46435U713146,774$5.4M0.79%
24APPLE INCAAPL112,113$5.0M0.74%
25BERRY PLASTICS GROUPINC COM08579W10374,141$4.6M0.68%
26BLACKBAUD INCBLKB65,068$4.6M0.67%
27ISHARES MSCI USA QUALITY FACTOR ETF46432F33928,186$3.7M0.55%
28VANGUARD TOTAL STOCK MARKET ETF922908769430,084$3.6M0.53%
29VANGUARD SMALL CAP VALUE ETF92290861121,859$3.5M0.51%
30ISHARES RUSSELL 2000 ETF46428765519,673$3.5M0.51%
31VANGUARD SHORT-TERM TREASURY ETF92206C10253,129$3.1M0.45%
32PROCTER AND GAMBLE CO COM74271810920,282$3.0M0.44%
33MICROSOFTMSFT8,624$2.7M0.40%
34PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R83326,020$2.6M0.38%
35VANGUARD SHORT TERM INFL-PROTECTED922020805463,389$2.5M0.37%
36ISHARES CORE S&P 500 ETF4642872005,526$2.4M0.35%
37ISHARES 0-5 YEAR TIPS BOND ETF46429B74721,530$2.1M0.31%
38AMAZON.COM INCAMZN66,381$2.1M0.31%
39SWEETGREEN INC COM CL ASG170,475$2.0M0.30%
40VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF92194688533,478$2.0M0.29%
41SPDR HIGH YIELD BOND ETF78468R62221,597$2.0M0.29%
42VANGUARD FTSE DEVELOPED MARKETS ETF921943858361,494$1.9M0.28%
43SPDR S&P 500 ETFSPY3,871$1.7M0.24%
44JOHNSON & JOHNSON COMJNJ10,263$1.6M0.24%
45DIMENSIONAL GLOBAL REAL ESTATE ETF25434V65867,852$1.5M0.22%
46ISHARES CORE MSCI EMERGING MARKETS ETF46434G10331,246$1.5M0.22%
47ISHARES TRUST RUSSELL 3000 INDEX FD4642876896,065$1.5M0.22%
48GOOGLE INCGOOG11,204$1.5M0.22%
49ISHARES 1-3 YEAR TREASURY BOND ETF46428745717,223$1.4M0.21%
50JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33226,000$1.4M0.21%
51SCHWAB U.S. LARGE-CAP ETF80852420127,398$1.4M0.20%
52VISA INCV5,785$1.3M0.20%
53BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A742,948$1.3M0.19%
54CALUMET SPCLTY PRDCTS PRTNRS13147610365,010$1.2M0.18%
55DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V20347,114$1.2M0.18%
56FISERV INCFISV10,757$1.2M0.18%
57STRIVE 500 ETFSATA43,483$1.2M0.18%
58ISHARES SEMICONDUCTOR ETF4642875232,500$1.2M0.17%
59INVESCO SENIOR LOAN ETFIVZ54,923$1.2M0.17%
60DIMENSIONAL INTERNATIONAL SMALL CAP ETF25434V77351,213$1.1M0.17%
61DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73247,544$1.1M0.16%
62NVIDIA CORPNVDA2,412$1.0M0.15%
63JPMORGAN CHASE & CO COMVYLD7,054$1.0M0.15%
64ALPHABET INC CAP STK CL CGOOG7,528$992,5910.15%
65ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF46428851313,452$991,6810.15%
66KBW REGIONAL BANKINGETF78464A69822,300$931,4710.14%
67MERCK & CO INCMRK8,699$895,5720.13%
68CBIZ INC COMCBZ14,786$767,3930.11%
69MCDONALDS CORP COMMCD2,878$758,1800.11%
70ISHARES RUSSELL 1000 GROWTH ETF4642876142,727$725,3550.11%
71TUTOR PERINI CORP COMTPC91,025$712,7260.11%
72ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882818,496$701,0530.10%
73SCHWAB MUNICIPAL BOND ETF80852464913,876$687,9030.10%
74LAKELAND FINANCIAL CORP 51165610013,474$639,4980.09%
75ISHARES MSCI EAFE ETF4642874659,206$634,4780.09%
76UNITEDHEALTH GROUPUNH1,254$632,0240.09%
77SERVICE NOW INC NOW1,115$623,2400.09%
78GENUINE PARTS CO COMGPC3,877$559,7610.08%
79SCHWAB 1000 INDEX ETF80852472213,448$555,4210.08%
80VANGUARD SHORT TERM BOND9219378277,252$545,1290.08%
81SPDR S&P DIVIDEND ETF78464A7634,600$529,0460.08%
82HOME DEPOTHD1,715$518,1720.08%
83ELEVANCE HEALTH INC COMELV1,187$516,8210.08%
84SPDR BLACKSTONE SENIOR LOAN ETF78467V60812,000$503,1600.07%
85NETFLIX COM INCNFLX1,281$483,7060.07%
86ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886469,516$474,1820.07%
87ORACLE CORPORATIONORCL-PD4,471$473,5770.07%
88ISHARES S&P 500 GROWTH ETF4642873096,566$449,2460.07%
89VANGUARD REIT INDEX ETF9229085535,899$446,3460.07%
90DEXCOM INC COMDXCM4,617$430,7660.06%
91META PLATFORMS INC CL AMETA1,433$430,1980.06%
92ADOBE SYS INCADBE842$429,3400.06%
93GENTEX CORPGNTX12,769$415,5030.06%
94INTL BUSINESS MACHINESINTR2,961$415,3710.06%
95SCHWAB INTERNATIONAL EQUITY ETF80852480512,175$413,4700.06%
96STRIVE U.S. ENERGY ETF02072L72213,425$403,8240.06%
97VANGUARD INTERMEDIATE-TERM BOND ETF9219378195,369$388,2320.06%
98TESLA MOTORS INC TSLA1,527$382,0860.06%
99DEERE & CO COMDE1,002$378,1350.06%
100GENMAB A/S SPONSORED ADSGNMSF10,680$376,6840.06%
101DIMENSIONAL US CORE EQUITY MARKET ETF25434V10412,522$375,0340.06%
102ISHARES U.S. MEDICAL DEVICES ETF4642888107,289$353,5170.05%
103ATLASSIAN CORPORATION CL ATEAM1,739$350,4260.05%
104DISNEY WALT CO COM2546871064,181$338,8920.05%
105SCHWAB US DIVIDEND EQUITY ETF8085247974,788$338,8280.05%
106ISHARES CORE S&P MID CAP ETF4642875071,260$314,0730.05%
107BANK AMERICA CORP COM06050510411,184$306,2090.05%
108IMGP DBI MANAGED FUTURES STRATEGY ETF53700T82710,449$301,9760.04%
109SHOPIFY INC CL ASHOP5,514$300,8990.04%
110UBER TECHNOLOGIES INC COMUBER6,531$300,3610.04%
111COSTAR GROUP INC COMCSGP3,868$297,4110.04%
112SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4094,914$291,3020.04%
113ROCKWELL AUTOMATION INC COMROK1,015$290,1580.04%
114ANALOG DEVICES INC COMADI1,657$290,1240.04%
115LAM RESEARCH CORPLRCX462$289,5680.04%
116VANGUARD MEGA CAP VALUE ETF9219108402,757$279,5600.04%
117CHEVRON CORP NEW COMCVX1,652$278,5700.04%
118ENERGY SELECT SECTOR SPDR81369Y5063,032$274,0620.04%
119KIMBERLY-CLARK CORP COMKMB2,205$266,4740.04%
120DATADOG INC CL A COMDDOG2,877$262,0660.04%
121ABBVIE INC COMABBV1,733$258,3930.04%
122VANGUARD ESG INTERNATIONAL STOCK ETF9219107255,111$257,7990.04%
123ISHARES S&P 500 VALUE ETF4642874081,667$256,4510.04%
124PHYSICIANS RLTY TR COM71943U10420,886$254,6000.04%
125BROADCOM INC COMAVGO305$253,3270.04%
126COSTCO WHOLESALE CORP22160K105447$252,7000.04%
127PFIZER INC COMPFE18,641$251,9890.04%
128SCHWAB ETFS- US SMALL-CAP ETF8085246076,047$250,4670.04%
129JPMORGAN ULTRA-SHORT INCOME ETF46641Q8374,989$250,3480.04%
130DIGITAL REALTY TRUST INC2538681032,000$242,0400.04%
131SNOWFLAKE INC CL ASNOW1,580$241,3770.04%
132BLOCK INC CL ABSQKZ5,357$237,1010.03%
133PEPSICO INC COMPEP1,395$236,3370.03%
134ISHARES MSCI EMERGING MARKETS ETF46428723449,259$225,9420.03%
135ISHARES MSCI USA EQUAL WEIGHTED ETF4642866812,999$225,5550.03%
136ENTEGRIS INCENTG2,384$223,8790.03%
137AFLAC INC COMAFL2,898$222,4220.03%
138EXXON MOBIL CORP COMXOM1,884$221,5560.03%
139ISHARES CORE MSCI EAFE ETF46432F8423,382$217,6320.03%
140DOORDASH INC CL ADASH2,642$209,9600.03%
141BERKLEY W R CORP COMWRB-PH3,285$208,5650.03%
142VERIZON COMMUNICATIONSVZ6,286$203,7450.03%
143UNILEVER PLC SPON ADR NEWUNLYF4,065$200,8110.03%
144AIRBNB INC COM CL AABNB1,455$199,6410.03%
145HONEYWELL INTL INC4385161061,071$197,8520.03%
146WALMART INC COMWMT1,235$197,5190.03%
147MGE ENERGY INC COMMGEE2,850$195,2540.03%
148ISHARES TR DOW JONES U S HEALTHCARE464287762711$192,0200.03%
149ISHARES ESG AWARE MSCI EM ETF46434G8636,290$190,4610.03%
150STRYKER CORPSYK674$184,0860.03%
151DOMINION RESOURCES INCD4,000$178,6800.03%
152KITE REALTY GROUP TRUST49803T3008,341$178,6640.03%
153LOWES COS INC COM548661107855$177,7670.03%
154CISCO SYS INCCSCO3,289$176,8170.03%
155CUMMINS INC COMCMI753$172,0300.03%
156CARLISLE COS INC COM142339100657$170,3340.03%
157ISHARES RUSSELL 1000 VALUE ETF4642875981,120$170,0670.03%
158AT&T INC COMT-PC11,221$168,5360.02%
159MARATHON PETE CORPMARA1,110$167,9870.02%
160SPDR GOLD ETFGLD925$158,5910.02%
161VANGUARD ENERGY ETF92204A3061,235$156,5240.02%
162KELLANOVA COMBEKE2,600$154,7260.02%
163DUKE ENERGY CORP NEW COM NEWDUKB1,741$153,6810.02%
164HOLOGIC INCHOLX2,200$152,6800.02%
165WELLS FARGO CO NEW COM9497461013,730$152,4010.02%
166O REILLY AUTOMOTIVE INC67103H107166$150,8710.02%
167TEXAS INSTRS INC COM882508104946$150,4230.02%
168DANAHER CORP 235851102591$146,6270.02%
169MONSTER BEVERAGE CORPMNST2,762$146,2480.02%
170SCHWAB EMERGING MARKET EQ ETF 8085247066,090$145,7980.02%
171MARKEL CORP HOLDING COMKL99$145,7770.02%
172FLOOR & DECOR HLDGS INC CL AFND1,606$145,3430.02%
173ACCENTURE LTD BERMUDA CL AACN473$145,2630.02%
174MATCH GROUP INC NEW COMMTCH3,707$145,2220.02%
175WASTE MANAGEMENT INC94106L109952$145,1230.02%
176TJX COS INC NEW COM8725401091,620$143,9860.02%
177YUM! BRANDS INCYUM1,143$142,7590.02%
178CLOUDFLARE INC CL A COMNET2,249$141,7770.02%
179US BANCORP DEL COM NEWUSB-PS4,276$141,3680.02%
180ISHARES GOLD TRUST ETF IAU4,040$141,3600.02%
181INTEL CORP COMINTC3,974$141,2920.02%
182AMERICAN WATER WORKS CO 0304201031,130$139,9280.02%
183MARSH & MCLENNAN COS INC COM571748102723$137,5870.02%
184BROWN & BROWN INCBRO1,917$133,8830.02%
185MORNINGSTAR INCMORN569$133,2830.02%
186MASTERCARD INC MA336$133,1590.02%
187MOTOROLA SOLUTIONS INC COM NEWMSI473$128,7960.02%
188CACI INTL INC CL A127190304410$128,7110.02%
189ALIGN TECHNOLOGY INCALGN419$127,9290.02%
190BECTON DICKINSON & CO COMBDX493$127,4550.02%
191TELEFLEX INCORPORATED COMTFX648$127,2740.02%
192LANDSTAR SYSTEMS INCLSTR711$125,8040.02%
193ILLINOIS TOOL WKS INC COM452308109536$123,4460.02%
194COCA COLA CO COMKO2,182$122,1210.02%
195CHUBB LIMITED COMCB582$121,1610.02%
196ARAMARK COMARMK3,479$120,7210.02%
197EMERSON ELEC CO COMEMR1,250$120,7130.02%
198SEA LTD SPONSORD ADSSE2,719$119,5000.02%
199SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7392,551$117,9330.02%
200APTARGROUP INCATR943$117,9130.02%
201MODERNA INC COMMRNA117,112$117,1120.02%
202DOLBY LABORATORIES INC DLB1,462$115,8780.02%
203INTERCONTINENTALEXCHINTL45866F1041,052$115,7410.02%
204SEI INVESTMENTS CO7841171031,811$109,0770.02%
205ARCH CAP GROUP LTD ORDG0450A1051,367$108,9640.02%
206NIOCORP DEVS LTD COM NEW65448410430,000$108,9000.02%
20710X GENOMICS INC CL A COMTXG2,638$108,8180.02%
208FINANCIAL SELECT SECTOR SPDR FUND81369Y6053,271$108,4990.02%
209LKQ CORP COMLKQ2,179$107,8820.02%
210GODADDY INC CL AGDDY1,434$106,8040.02%
211BOOZ ALLEN HAMILTON HLDG CORP CL ABAH975$106,5380.02%
212VANGUARD DIVIDEND APPRECIATION ETF921908844684$106,3130.02%
213LENNOX INTL INC COM526107107281$105,2180.02%
214SOUTHERN CO COMSOMN1,606$103,9310.02%
215SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109310$103,8350.02%
216SPDR S&P HOMEBUILDERETF78464A8881,348$103,2160.02%
217CVS HEALTH CORP COMCVS1,464$102,2160.02%
218JB HUNT TRANSPORT SERVICES445658107535$100,8580.01%
219NEXTERA ENERGY INC COMNEE-PW1,760$100,8300.01%
220EDWARDS LIFESCIENCES CORP COMEW1,422$98,5160.01%
221UNION PAC CORP COMUNP481$97,9460.01%
222SPDR PORTFOLIO S&P 400 MID CAP ETF78464A8472,226$97,4770.01%
223AUTOMATIC DATA PROCESSING INC COMADP404$97,1940.01%
224CROWDSTRIKE HLDGS INC CL ACRWD580$97,0820.01%
225RPM INTL INC COM7496851031,021$96,8010.01%
226CHOICE HOTELS INTL INC COM169905106790$96,7830.01%
227PROGRESSIVE CORP COM743315103688$95,8380.01%
228AFFILIATED MANAGERS GROUP INCMGRE722$94,1050.01%
229WEX INC COMWEX500$94,0450.01%
230ENVISTA HOLDINGS CORPORATION COMNVST3,366$93,8440.01%
231TRIMBLE NAV LTDTRMB1,736$93,5010.01%
232BLACKROCK SCIENCE & TECHNOLOGY SHSBLK2,976$93,4760.01%
233HEXCEL CORP NEW COM4282911081,431$93,2150.01%
234PINTEREST INC CL APINS3,386$91,5240.01%
235ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6632,713$91,2850.01%
236EOG RESOURCES INCEOG720$91,2670.01%
237KIRBY CORPORATION KEX1,100$91,0800.01%
238QUALCOMM INCQCOM816$90,6260.01%
239CASEYS GEN STORES INC147528103332$90,1450.01%
240VANGUARD FTSE ALL WORLD EX-US ETF922042718841$89,3140.01%
241ISHARES TR S&P 100 INDEX FUND464287101445$89,2850.01%
242AIR PRODS & CHEMS INC COMAIIR314$88,9880.01%
243CHICAGO MERCANTILE HLDGS INCCME444$88,8980.01%
244LOCKHEED MARTIN CORPLMT216$88,3350.01%
245LIBERTY BROADBAND CORP COM SER CLBRDP964$88,0320.01%
246CATERPILLAR INC COMCAT320$87,3600.01%
247THE TRADE DESK INC COM CL A88339J1051,116$87,2150.01%
248ISHARES AGGREGATE BOND ETF464287226917$86,2350.01%
249WEC ENERGY GROUP INC COMWEC1,056$85,0610.01%
250VANGUARD INFORMATION TECHNOLOGY ETF92204A702198$82,1500.01%
251CITIGROUP INCC-PR1,986$81,6840.01%
252FIRST INTERNET BANCORP COMINBKZ5,028$81,5110.01%
253AMERICAN ELEC PWR CO INC COM0255371011,075$80,8620.01%
254RTX CORPORATION COMRTX1,119$80,5340.01%
255PARKER-HANNIFIN CORP COMPH206$80,2410.01%
256INCYTE CORPINCY1,385$80,0110.01%
257CHARLES SCHWAB CORPSCHW-PJ1,452$79,7150.01%
258PACCAR INC COMPCAR928$78,8990.01%
259PUBLIC SVC ENTERPRISE GRP INC COM7445731061,348$76,7150.01%
260ALCON AG ORD SHSALC994$76,5980.01%
261DNP SELECT INCOME FD INC23325P1048,000$76,1600.01%
262ISHARES MORNINGSTAR MID-CAP ETF4642882081,264$75,4990.01%
263COLUMBIA SPORTSWEAR COCOLM996$73,8040.01%
264GENERAL DYNAMICS CORP COMGD333$73,5830.01%
265ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF46435G4411,667$71,9770.01%
266NISOURCE INC COMNI2,900$71,5720.01%
267TARGET CORP COMTGT645$71,3180.01%
268BURLINGTON STORES INC COMBURL525$71,0330.01%
269O S I SYSTEMS INC OSIS600$70,8240.01%
270TORO CO COMTORO848$70,4690.01%
271OLD NATL BANCORP IND6800331074,746$69,0070.01%
272VANGUARD TOTAL WORLD STOCK ETF922042742736$68,6090.01%
273XYLEM INCXYL750$68,2730.01%
274IQVIA HLDGS INC COMIQV346$68,0760.01%
275COMCAST CORP NEW CL ACCZ1,505$66,7260.01%
276SPDR S&P AEROSPACE & DEFENSE ETF78464A631595$66,7000.01%
277MIDDLESEX WTR CO COM5966801081,000$66,2500.01%
278IDEX CORP 45167R104317$65,9420.01%
279EATON CORP PLC SHSETN307$65,4770.01%
280ISHARES MSCI INDIA SMALL CAP ETF46429B6141,036$65,3920.01%
281BROADRIDGE FIN SOL11133T103365$65,3530.01%
282ROYAL DUTCH SHELL PLC-ADRRYDAF1,010$65,0240.01%
283SALESFORCE COM CRM320$64,8900.01%
284NOVO-NORDISK A/S ADR ADR CMNNONOF712$64,7490.01%
285NORDSON CORPNDSN290$64,7190.01%
286ONEOK INC NEW COMOKE1,017$64,5080.01%
287AMERICAN TOWER CORP03027X100390$64,1360.01%
288DOVER CORP COMDOV456$63,6170.01%
289YUM CHINA HLDGS INC COMYUMC1,130$62,9640.01%
290NORTHERN TR CORP COMNTRSO900$62,5320.01%
291FEDEX CORPFDX235$62,2560.01%
292EATON VANCE ENHANCED EQUITY IN COMETN3,885$61,5770.01%
293DECKERS OUTDOORDECK119$61,1770.01%
294ULTRAGENYX PHARMACEUTICAL INC COMRARE1,704$60,7480.01%
295TRANSDIGM GROUP INC COM DELAWARETDG72$60,7050.01%
296EQUINIX INC COMEQIX83$60,2800.01%
297LULULEMON ATHLETICA INCLULU155$59,7700.01%
298COPART INCCPRT1,380$59,4640.01%
299ALLIANT ENERGY CORP COMLNT1,212$58,7210.01%
300UNITED PARCEL SERVICE INCUPS376$58,5810.01%
301ENPHASE ENERGY INC COM USD0.00001ENPH480$57,6720.01%
302FTI CONSULTING INCFCN320$57,0910.01%
303AON CORPAON176$57,0630.01%
304AVERY DENNISON CORP COMAVY311$56,8100.01%
305ISHARES 0-3 MONTH TREASURY BOND ETF46436E718562$56,5770.01%
306VANGUARD EXTENDED MARKET ETF922908652394$56,4720.01%
307TYLER TECHNOLOGIES INC COMTYL146$56,3760.01%
308ULTA SALON COSMETICS & FRAGRANCE INC COMULTA139$55,5240.01%
309DOLLAR TREE STORES INCDLTR517$55,0350.01%
310CARNIVAL CORPCUKPF4,000$54,8800.01%
311DISCOVERY HLDG CO WBD5,049$54,8320.01%
312NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG667211NCLH3,325$54,7960.01%
313MANHATTAN ASSOCIATES INC COMMANH277$54,7520.01%
314NOVARTIS AG ADRNVSEF535$54,4950.01%
315CORTEVA INC COMCTVA1,051$53,7690.01%
316CHARTER COMMUNICATIONS INC NEW CL A16119P108122$53,6580.01%
317GALLAGHER ARTHUR J &CO363576109233$53,1080.01%
318JONES LANG LASALLE INCJLL374$52,8010.01%
319GENERAL MLS INC COM370334104816$52,2160.01%
320THERMO FISHER SCIENTIFIC INC COMTMO102$51,6290.01%
321ISHARES RUSSELL 2000 VALUE ETF464287630375$50,8300.01%
322TRANE TECHNOLOGIES PLC SHSTT250$50,7280.01%
323BP PLC SPONSORED ADRBPPFF1,300$50,3270.01%
324BIO-TECHNE CORP COMTECH728$49,5550.01%
325RELX PLC SPONSORED ADRRLXXF1,467$49,4380.01%
326HERSHEY CO COMHSY246$49,3020.01%
327ISHARES NASDAQ BIOTECHNOLOGY464287556401$49,0380.01%
328VANGUARD TOTAL BOND MARKET ETF921937835701$48,9060.01%
329AMERICAN INTL GROUP INC COM NEW026874784796$48,2380.01%
330SCHWAB U.S. LARGE-CAP GROWTH ETF808524300657$47,8100.01%
331POOL CORP COMPOOL134$47,7170.01%
332ASML HOLDING N V N Y REGISTRY SHSASMLF81$47,6810.01%
333FACTSET RESEARCH SYS INC303075105107$46,7870.01%
334ISHARES CORE DIVIDEND GROWTH ETF46434V621936$46,3600.01%
335HARBOR SCIENTIFIC ALPHA HIGH-YIELD ETF41151J1091,074$46,1210.01%
336BOSTON SCIENTIFIC CORPBSX872$46,0420.01%
337ISHARES MSCI EAFE SMALL-CAP ETF464288273773$43,6510.01%
338FIRST TRUST NASDAQ-100 EQUAL WEIGHTED INDEX FUND337344105416$43,2600.01%
339XENIA HOTELS & RESORTS INC COMXHR3,650$42,9970.01%
340NXP SEMICONDUCTORS NV COMNXPI214$42,7830.01%
341CAPITAL ONE FINANCIAL CORP14040H105433$42,0230.01%
342M/I HOMES INC COMMHO500$42,0200.01%
343GRACO INC COMGGG561$40,8860.01%
344PALO ALTO NETWORKS INC COMPANW174$40,7910.01%
345BRISTOL-MYERS SQUIBB CO COMCELG-RI700$40,6280.01%
346ORGANON & CO COMMON STOCKOGN2,336$40,5540.01%
347ALLSCRIPTS HEALTHCARE01988P1083,080$40,4710.01%
348KKR & CO INC COMKKRT651$40,1020.01%
349SPDR EURO STOXX 50 ETF78463X202945$39,6990.01%
350HSBC HOLDINGS PLC SPONS ADRHBCYF1,006$39,6970.01%
351HENRY JACK & ASSOC INC426281101254$38,3900.01%
352SCHLUMBERGER LTD COM STKSLB648$37,7780.01%
353CARRIER GLOBAL CORPORATION COMCARR682$37,6460.01%
354DIMENSIONAL US HIGH PROFITABILITY ETF25434V8311,465$37,6360.01%
355PROSPERITY BANCSHARES INCPB688$37,5510.01%
356YORK WTR CO COM9871841081,000$37,4900.01%
357BROOKFIELD ASSET MGMT INC COM VOTING11271J1071,182$36,9610.01%
358TRANSUNION COMTRU514$36,9000.01%
359TOYOTA MOTOR CORP ADSTOYOF205$36,8490.01%
360AGILENT TECH INCA327$36,5650.01%
361NIKE INC CLASS BNKE380$36,3360.01%
362ISHARES RUSSELL 2000 GROWTH ETF464287648161$36,0880.01%
363VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706630$36,0050.01%
364AMER STATES WTR CO COM029899101450$35,4060.01%
365NICE SYSTEMS LTD ADRNCSYF207$35,1900.01%
366CANADIAN PAC RAILWAYLTDCP472$35,1220.01%
367CARLYLE GROUP INC COMCGABL1,154$34,8050.01%
368SEALED AIR CORP NEW COMSE1,050$34,5030.01%
369CARDINAL HEALTH INCCAH393$34,1200.01%
370ESTEE LAUDER COMPANIES INC518439104236$34,1140.01%
371FERGUSON PLC NEW SHSG3421J106206$33,8810.00%
372SCHWAB U.S. REIT ETF8085248471,908$33,8670.00%
373SERVICE CORP INTL COM817565104576$32,9130.00%
374SYNCHRONY FINANCIAL COMSYF-PB1,073$32,8020.00%
375VANGUARD FINANCIALS ETF92204A405408$32,7710.00%
376PNC FINL SVCS GROUP INC COM693475105266$32,6820.00%
377MONDELEZ INTL INC CL A609207105460$31,9240.00%
378KENVUE INC COMKVUE1,580$31,7260.00%
379HENRY SCHEIN INCHSIC427$31,7050.00%
380ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887288$31,5880.00%
381INTERPUBLIC GROUP COS INC COMINTR1,090$31,2390.00%
382FRANKLIN ELEC INC COMFELE350$31,2310.00%
383HOULIHAN LOKEY INC CL AHLI290$31,0650.00%
384CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407190$30,5860.00%
385BOEING CO COMBA-PA157$30,0940.00%
386HEALTH CARE SELECT SECTOR SPDR FUND81369Y209232$29,8680.00%
387AMETEK INC COMAME200$29,5520.00%
388ALLSTATE CORPALL-PJ264$29,4120.00%
389MCKESSON CORPMCK67$29,1350.00%
390ZOETIS INC CL AZTS167$29,0550.00%
391CALIFORNIA WTR SVC GROUP COM130788102611$28,9060.00%
392CBRE GROUP INC ACBRE387$28,5840.00%
393SAP AKTIENGESELLSCHAFT ADRSAPGF221$28,5800.00%
394COLUMBIA BANKING SYSTEM INC1972361021,405$28,5220.00%
395S&P GLOBAL INC COMSPGI78$28,5020.00%
396COLGATE PALMOLIVE CO COMCL400$28,4440.00%
397DIMENSIONAL US SMALL CAP VALUE ETF25434V8151,115$28,2540.00%
398GABELLI DIV AND INC TR 36242H1041,450$28,1880.00%
399BOOKING HOLDINGS INC COMBKNG9$27,7840.00%
400ADVANCED MICRO DEVICES INC COMAMD270$27,7610.00%
401AMERICAN EXPRESS CO COMAXP186$27,7490.00%
402ISHARES MSCI EUROZONE ETF464286608656$27,7090.00%
403SONY GROUP CORP SPONSORED ADRSNEJF330$27,1950.00%
404GILEAD SCIENCES INCGILD362$27,1280.00%
405GENERAL MOTORS CORP37045V100815$26,8710.00%
406DOLLAR GEN CORP256677105251$26,5560.00%
407SCHWAB US AGGREGATE BOND ETF808524839600$26,5380.00%
408SYSCO CORP COMSYY400$26,4200.00%
409VANGUARD MID-CAP ETF922908629121$25,1970.00%
410SUNCOR ENERGY COM NPV ISIN CA8672291066 SEDOL 2861142EXCHANGED FOR ONE SHARSU714$24,5470.00%
411MORGAN STANLEYMS-PQ298$24,3380.00%
412ACUITY BRANDS INCAYI142$24,1840.00%
413COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852361$23,6970.00%
414ISHARES DJ SELECT DIVIDEND464287168216$23,2500.00%
415HELMERICH & PAYNE INC COMHP550$23,1880.00%
416ADVANCED DRAIN SYS INC DEL COM00790R104203$23,1070.00%
417STMICROELECTRONICS N V NY REGISTRYSTMEF534$23,0470.00%
418T-MOBILE US INC COMTMUSZ161$22,5480.00%
419BORG WARNER AUTOMOTIVE INCBWA549$22,1630.00%
420GARTNER INC CL AIT64$21,9910.00%
421GATX CORP COMGATX200$21,7660.00%
422SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M2092,192$21,5910.00%
423SCHWAB US MID-CAP ETF 808524508318$21,5220.00%
424RYANAIR HLDGS PLC ADR F 1 ADR REP 5 ORDRYAOF216$20,9970.00%
425VANGUARD MID-CAP GROWTH ETF922908538107$20,8400.00%
426CRACKER BARREL INC22410J106307$20,6300.00%
427APPLIED MATLS INC COM038222105146$20,2140.00%
428TRUIST FINL CORP COM89832Q109705$20,1700.00%
429CONOCOPHILLIPS COMCOP168$20,1260.00%
430VANGUARD ESG U.S. CORPORATE BOND ETF921910691336$19,9710.00%
431STARBUCKS CORPSBUX218$19,8970.00%
432ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR236$19,8610.00%
433VERTEX PHARMACEUTICALS INVRTX57$19,8210.00%
434MDU RES GROUP INC COM5526901091,012$19,8150.00%
435LINDE PLC SHSLIN53$19,7350.00%
436DIAGEO PLCDGEAF131$19,5430.00%
437HEICO CORP NEW CL AHEI-A150$19,3830.00%
438ASTRAZENECA PLC- SPONS ADRAZN286$19,3680.00%
439DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF25434V765830$19,2480.00%
440OMEGA HEALTHCARE INVESTORS INC681936100574$19,0340.00%
441METLIFE INC COMMET-PF300$18,8730.00%
442TOAST INC CL ATOST1,000$18,7300.00%
4433M CO COMMMM200$18,7240.00%
444ICON PLC SHSICLR75$18,4690.00%
445DUPONT DE NEMOURS INC COMDD244$18,2000.00%
446CHARLES RIVER LABS HLDG 15986410791$17,8340.00%
447CRANE COMPANY COMMON STOCKCR200$17,7680.00%
448MADISON SQUARE GRDN SPRT CORP CL A55825T103100$17,6300.00%
449SKYWATER TECHNOLOGY INC COMSKYT2,900$17,4580.00%
450UPSTART HLDGS INC COMUPST610$17,4090.00%
451WATTS WATER TECHNOLOGIES CL AWTS100$17,2820.00%
452CONSOLIDATED EDISON INC COMED200$17,1060.00%
453SIMON PROPERTY GROUP INC828806109157$17,0110.00%
454VANGUARD INDUSTRIALS ETF92204A60387$16,9630.00%
455NBT BANCORP INCNBTB527$16,7120.00%
456GAYLORD ENTERTAINMENT CO NEW78377T107200$16,6560.00%
457OTIS WORLDWIDE CORP COMOTIS207$16,6240.00%
458NORFOLK SOUTHERN CRP65584410884$16,5420.00%
459STERIS CORPSTE75$16,4570.00%
460SYNOVUS FINL CORP87161C501588$16,3460.00%
461HALLIBURTON CO COMHAL400$16,2000.00%
462ARISTA NETWORKS INC COMANET88$16,1860.00%
463GERMAN AMERN BANCORP INC COM373865104596$16,1570.00%
464FIDELITY DIVIDEND ETF FOR RISING RATES316092832402$15,9880.00%
465ECOLAB INC COMECL93$15,7540.00%
466INTER PARFUMS INC COMINTR117$15,7180.00%
467ZIVO BIOSCIENCE INC COM NEWZIVOW12,000$15,6000.00%
468HOWARD HUGHES HOLDINGS INC COMHHH210$15,5670.00%
469ISHARES CYBERSECURITY & TECH ETF46435U135400$15,4040.00%
470STANDEX INTL CORP COM854231107105$15,2970.00%
471PIONEER NATURAL RESOURCES CO72378710766$15,1500.00%
472PAYPAL HLDGS INC COMPYPL259$15,1410.00%
473ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY171$14,8330.00%
474NORTHERN OIL & GAS INC COMNOG367$14,7640.00%
475COCA COLA ENTERPRISEINCCCEP236$14,7450.00%
476FREEPORT MCMORAN COPPER FCX391$14,5800.00%
477BHP GROUP LTD SPONSORED ADSBHPLF250$14,2200.00%
478CHORD ENERGY CORPORATION COM NEWCHRD87$14,1000.00%
479WORKDAY INC CL AWDAY65$13,9650.00%
480KINSALE CAP GROUP INC COM49714P10833$13,6700.00%
481FEDERAL AGRIC MTG CORP CL C31314830688$13,5780.00%
482CSX CORPCSX441$13,5610.00%
483SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359200$13,5600.00%
484FIRST FINL CORP IND COM320218100400$13,5240.00%
485AMPHENOL CORP CL A032095101160$13,4380.00%
486SANOFI SASNYNF249$13,3560.00%
487ISHARES MSCI JAPAN ETF46434G822220$13,2640.00%
488L3HARRIS TECHNOLOGIES INC COMLHX75$13,0590.00%
489FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808106$13,0310.00%
490JOHNSON CTLS INCG51502105244$12,9830.00%
491CIVITAS RESOURCES INC COM NEW17888H103160$12,9390.00%
492BANK NEW YORK MELLON CORP COM064058100300$12,7950.00%
493MOLSON COORS BEVERAGE CO CL BTAP-A200$12,7180.00%
494VANGUARD RUSSELL 1000 GROWTH ETF92206C680185$12,6610.00%
495MATERION CORP COMMTRN122$12,4330.00%
496KNIFE RIVER CORP COMMON STOCKKNF253$12,3540.00%
497NUTRIEN LTD COMNTR200$12,3520.00%
498ISHARES SILVER TRUSTSLV600$12,2040.00%
499WINGSTOP INC COMWING67$12,0490.00%
500HORIZON THERAPEUTICS PUB L SHSG46188101104$12,0320.00%