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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

OARSMAN CAPITAL, INC.

Quarter ended Q3 2024 · Filed November 8, 2024 · Accession 0001569667-24-000005

Total Value
$543.2M
Positions
918
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409381,706$31.7M5.89%
2VANGUARD VALUE ETF922908744159,558$27.9M5.18%
3SCHWAB INTERNATIONAL EQUITY ETF808524805638,648$26.3M4.88%
4ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF464288612228,862$24.5M4.56%
5ISHARES CORE TOTAL USD BOND MARKET ETF46434V613502,675$23.7M4.40%
6ISHARES CORE S&P 500 ETF46428720033,085$19.1M3.55%
7INVESCO S&P 500 EQUAL WEIGHT ETFIVZ104,877$18.8M3.49%
8ALPHABET INC CAP STK CL CGOOG83,544$14.0M2.60%
9SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853267,431$12.2M2.26%
10MICROSOFT CORP COMMSFT27,289$11.7M2.18%
11JPMORGAN ULTRA-SHORT INCOME ETF46641Q837229,531$11.6M2.17%
12APPLE INC COMAAPL40,420$9.4M1.75%
13ISHARES RUSSELL 1000 GROWTH ETF46428761423,819$8.9M1.66%
14ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764143,029$8.7M1.63%
15FISERV INC COMFISV47,884$8.6M1.60%
16NVIDIA CORPORATION COMNVDA62,619$7.6M1.41%
17VANGUARD TOTAL STOCK MARKET ETF92290876926,683$7.6M1.40%
18SPDR PORTFOLIO S&P 500 ETF78464A854105,538$7.1M1.32%
19PACER US SMALL CAP CASH COWS 100 ETF69374H857130,620$6.1M1.13%
20SPDR PORTFOLIO S&P 400 MID CAP ETF78464A847109,141$6.0M1.11%
21BROADCOM INC COMAVGO28,468$4.9M0.91%
22ISHARES CORE U.S. AGGREGATE BOND ETF46428722643,415$4.4M0.82%
23BERKSHIRE HATHAWAY INC DEL CL BBRK-A9,245$4.3M0.79%
24INVESCO EQUAL WEIGHT ENERGY ETFIVZ53,593$4.1M0.76%
25GOLDMAN SACHS PHYSICAL GOLD ETF38150K103157,677$4.1M0.76%
26AMAZON COM INC COMAMZN21,795$4.1M0.76%
27ISHARES RUSSELL 1000 VALUE ETF46428759820,073$3.8M0.71%
28ABBVIE INC COMABBV19,088$3.8M0.70%
29INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ276,762$3.7M0.69%
30WALMART INC COMWMT45,044$3.6M0.68%
31ALPHABET INC CAP STK CL AGOOG21,083$3.5M0.65%
32JPMORGAN CORE PLUS BOND ETF46641Q67066,529$3.2M0.60%
33ISHARES MBS ETF46428858831,617$3.0M0.56%
34SCHWAB US AGGREGATE BOND ETF80852483960,943$2.9M0.54%
35ISHARES S&P SMALL-CAP 600 VALUE ETF46428787925,888$2.8M0.52%
36CATERPILLAR INC COMCAT7,122$2.8M0.52%
37JOHNSON & JOHNSON COMJNJ16,960$2.7M0.51%
38META PLATFORMS INC CL AMETA4,772$2.7M0.51%
39ISHARES 3-7 YEAR TREASURY BOND ETF46428866122,600$2.7M0.50%
40ADOBE INC COMADBE5,043$2.6M0.49%
41GOLDMAN SACHS GROUP INC COMGSCE5,220$2.6M0.48%
42VANGUARD S&P 500 ETF9229083634,869$2.6M0.48%
43MEDTRONIC PLC SHSMDT28,047$2.5M0.47%
44ISHARES S&P SMALL-CAP 600 GROWTH ETF46428788717,885$2.5M0.46%
45VANGUARD FTSE DEVELOPED MARKETS ETF92194385845,889$2.4M0.45%
46UNITEDHEALTH GROUP INC COMUNH4,094$2.4M0.45%
47QUALCOMM INC COMQCOM14,041$2.4M0.44%
48FREEPORT-MCMORAN INC CL BFCX47,617$2.4M0.44%
49TYLER TECHNOLOGIES INCTYL3,950$2.3M0.43%
50AMPHENOL CORP NEW CL A03209510135,179$2.3M0.43%
51MGIC INVT CORP WIS COM55284810387,607$2.2M0.42%
52KROGER CO COMKR38,405$2.2M0.41%
53INTERNATIONAL BUSINESS MACHS COMINTR9,899$2.2M0.41%
54WELLS FARGO CO NEW COM94974610137,769$2.1M0.40%
55ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83428,258$2.1M0.38%
56TARGET CORP COMTGT12,810$2.0M0.37%
57GRAINGER W W INC COM3848021041,898$2.0M0.37%
58VERTEX PHARMACEUTICALSVRTX4,123$1.9M0.36%
59JPMORGAN CHASE & CO. COMVYLD8,552$1.8M0.34%
60ELI LILLY & CO COMLLY2,032$1.8M0.33%
61SPDR GOLD SHARESGLD7,347$1.8M0.33%
62JOHNSON CTLS INTL PLC SHSG5150210522,866$1.8M0.33%
63TJX COS INC87254010915,040$1.8M0.33%
64BANK AMERICA CORP COM06050510444,414$1.8M0.33%
65SPDR S&P 500 ETF TRUSTSPY2,981$1.7M0.32%
66ORACLE CORP COMORCL-PD9,792$1.7M0.31%
67HUNTINGTON BANCSHARES INC COMHBANP113,433$1.7M0.31%
68PEPSICO INC COMPEP9,783$1.7M0.31%
69ASTRAZENECA PLC SPONSORED ADRAZN21,130$1.6M0.31%
70AT&T INC COMT-PC74,260$1.6M0.30%
71TESLA INC COMTSLA5,995$1.6M0.29%
72O-I GLASS INC COMOI117,976$1.5M0.29%
73BLUE OWL CAPITAL CORPORATION COMOWL103,768$1.5M0.28%
74ISHARES CORE S&P MID-CAP ETF46428750723,885$1.5M0.28%
75CISCO SYS INC COMCSCO27,307$1.5M0.27%
76ISHARES CORE 1-5 YEAR USD BOND ETF46432F85929,537$1.4M0.27%
77GLOBAL X CYBERSECURITY ETF37954Y38445,724$1.4M0.26%
78GENERAC HLDGS INC COMGNRC8,486$1.3M0.25%
79BRISTOL-MYERS SQUIBB CO COMCELG-RI25,876$1.3M0.25%
80ISHARES GOLD TRUST MICRO ETF OF BENEF INTERESTIAU50,457$1.3M0.25%
81RAYMOND JAMES FINL INC75473010910,331$1.3M0.24%
82CUMMINS INC COMCMI3,883$1.3M0.23%
83OLIN CORPOLN25,600$1.2M0.23%
84VERIZON COMMUNICATIONSVZ27,347$1.2M0.23%
85RPM INTL INC COM7496851039,976$1.2M0.22%
86ALPHABET INC CAP STK CL CGOOG7,200$1.2M0.22%
87INTUIT COMINTU1,926$1.2M0.22%
88ISHARES NATIONAL MUNI BOND ETF46428841410,741$1.2M0.22%
89COSTCO WHSL CORP NEW COM22160K1051,309$1.2M0.22%
90CITIGROUP INC COM NEWC-PR18,482$1.2M0.22%
91SCHWAB U.S. SMALL-CAP ETF80852460720,127$1.0M0.19%
92PFIZER INC COMPFE34,528$999,2500.19%
93WISDOMTREE INTERNATIONAL EQUITY FUNDWT17,007$978,8490.18%
94COMCAST CORP NEW CL ACCZ23,434$978,8420.18%
95COHEN & STEERS REIT & PFD & IN COM19247X10041,000$970,4700.18%
96PARKER-HANNIFIN CORP COMPH1,522$961,5260.18%
97ACCENTURE PLC IRELAND SHS CLASS AACN2,601$919,4010.17%
98SCHWAB US DIVIDEND EQUITY ETF80852479710,779$911,1730.17%
99AMGEN INC COMAMGN2,811$905,7320.17%
100PROCTER AND GAMBLE CO COM7427181095,190$898,9080.17%
101MCDONALDS CORP COMMCD2,943$896,1730.17%
102CHEVRON CORP NEW COMCVX5,938$874,4180.16%
103SCHWAB U.S. BROAD MARKET ETF80852410211,959$795,5450.15%
104VANGUARD TOTAL BOND MARKET ETF92193783510,356$777,8390.14%
105INGERSOLL RAND INC COMIR7,840$769,5740.14%
106SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488819,754$761,1140.14%
107INVESCO QQQ TRUST SERIES IIVZ1,529$746,1020.14%
108COTERRA ENERGY INC COMCTRA30,797$737,5910.14%
109GENERAL DYNAMICS CORP COMGD2,326$702,9170.13%
110INTUITIVE SURGICAL INC COM NEWISRG1,423$699,0770.13%
111SCHWAB U.S. LARGE-CAP GROWTH ETF8085243006,641$691,8590.13%
112BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$691,1800.13%
113ISHARES RUSSELL MID-CAP GROWTH ETF4642874815,817$682,2760.13%
114NOVARTIS AG SPONSORED ADRNVSEF5,827$670,2220.12%
115COSTAR GROUP INCCSGP8,738$659,1950.12%
116COPART INC COMCPRT12,489$654,4240.12%
117AXON ENTERPRISE INC COMAXON1,570$627,3720.12%
118ABBOTT LABS COMABLZF5,475$624,2050.12%
119HOME DEPOT INC COMHD1,515$613,8930.11%
120ISHARES MSCI EAFE ETF4642874657,195$601,7180.11%
121SCHWAB U.S. LARGE-CAP ETF8085242018,825$598,7760.11%
122ISHARES S&P 500 VALUE ETF4642874083,034$598,2140.11%
123MASTERCARD INCORPORATED CL AMA1,183$584,1650.11%
124THERMO FISHER SCIENTIFIC INC COMTMO911$563,5470.10%
125FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H10123,475$556,1240.10%
126FASTENAL CO COMFAST7,750$553,5050.10%
127ALLIANT ENERGY CORP COMLNT8,919$541,2940.10%
128XCEL ENERGY INC COMXELLL8,272$540,1620.10%
129EXXON MOBIL CORP COMXOM4,600$539,2120.10%
130SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R78811,481$524,1160.10%
131VANGUARD FTSE EMERGING MARKETS ETF92204285810,801$516,8410.10%
132ISHARES CORE S&P SMALL CAP ETF4642878044,389$513,3370.10%
133KIMBERLY-CLARK CORP COMKMB3,606$513,1140.10%
134ISHARES RUSSELL 1000 ETF4642876221,631$512,7700.10%
135PROGRESSIVE CORP COM7433151031,929$489,5030.09%
136WEC ENERGY GROUP INC COMWEC4,982$479,1690.09%
137OREILLY AUTOMOTIVE INC COM67103H107411$473,3080.09%
138SPDR PORTFOLIO S&P 500 VALUE ETF78464A5088,845$467,5210.09%
139VISA INC COM CL AV1,665$457,7110.09%
140MARCUS CORP DEL COMMCS30,175$454,7370.08%
141WD 40 CO COMWDFC1,758$453,3530.08%
142MARVELL TECHNOLOGY INC COMMRVL5,969$430,4840.08%
143MGE ENERGY INC COMMGEE4,705$430,2720.08%
144ISHARES CORE MSCI EAFE ETF46432F8425,494$428,8070.08%
145ALPHABET INC CAP STK CL CGOOG2,500$417,9750.08%
146GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y2937,642$415,9540.08%
147ISHARES MSCI ACWI EX U.S. ETF4642882407,047$403,2290.07%
148VANGUARD MEGA CAP GROWTH ETF9219108161,245$400,8280.07%
149KOHLS CORP COMKSS18,846$397,6510.07%
150API GROUP CORP COM STKAPG12,014$396,7020.07%
151COLGATE PALMOLIVE CO COMCL3,710$385,1350.07%
152WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUNDWT8,747$384,9550.07%
153ISHARES CORE S&P U.S. GROWTH ETF4642876712,918$384,9130.07%
154US BANCORP DEL COM NEWUSB-PS8,357$382,1660.07%
155WARNER BROS DISCOVERY SER AWBD45,478$375,1940.07%
156PRUDENTIAL FINL INC COMPUKPF3,070$371,7770.07%
157ADVANCED DRAIN SYS INC DEL COM00790R1042,278$358,0100.07%
158HILTON WORLDWIDE HLDGS INC COMHLT1,543$355,6620.07%
159BLACKROCK MUNIASSETS FD INC COMBLK28,647$355,2230.07%
160ISHARES S&P 500 GROWTH ETF4642873093,703$354,5620.07%
161UBER TECHNOLOGIES INC COMUBER4,662$350,3960.07%
162REGAL REXNORD CORPORATION COMRRX2,104$349,0120.06%
163CASEYS GEN STORES INC COM147528103925$347,5320.06%
164TRANSDIGM GROUP INC COMTDG243$346,7930.06%
165ZOETIS INC CL AZTS1,770$345,8230.06%
166DANAHER CORPORATION2358511021,236$343,6330.06%
167BLACKROCK MUNICIPAL INCOME COMBLK27,250$342,8050.06%
168S&P GLOBAL INC COMSPGI660$340,9690.06%
169ISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF4642881824,316$338,5900.06%
170AUTODESK INC COMADSK1,224$337,1880.06%
171BUNGE GLOBAL SA COM SHSBG3,455$333,8910.06%
172ISHARES MSCI JAPAN ETF46434G8224,634$331,5160.06%
173HEICO CORP NEW CL AHEI-A1,617$329,4800.06%
174PAYCHEX INC COMPAYX2,418$324,4710.06%
175UNITED AIRLS HLDGS INC COMUNTCW5,678$323,9870.06%
176SERVICENOW INC COMNOW362$323,7690.06%
177VERISK ANALYTICS INC COMVRSK1,182$316,7290.06%
178MERCK & CO INC COMMRK2,787$316,4920.06%
179ISHARES MSCI EMERGING MARKETS ETF4642872346,832$313,3160.06%
180THE CIGNA GROUP COM125523100895$310,0640.06%
181SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF8085247309,578$309,0820.06%
182SCHWAB CHARLES CORP COMSCHW-PJ4,633$300,2650.06%
183SALESFORCE INC COMCRM1,082$296,2220.06%
184APPLIED MATLS INC COM0382221051,444$291,7600.05%
185KENVUE INC COMKVUE12,568$290,6980.05%
186UNION PAC CORP COMUNP1,170$288,2840.05%
187SCHWAB U.S. LARGE-CAP VALUE ETF8085244093,522$283,0630.05%
188LOWES COS INC COM5486611071,035$280,3300.05%
189INTERCONTINENTAL EXCHANGE INC COM45866F1041,727$277,4250.05%
190GARTNER INC COMIT537$272,1300.05%
191CADENCE DESIGN SYSTEM INC COMCDNS1,004$272,1140.05%
192UNILEVER PLC SPON ADR NEWUNLYF4,133$268,4800.05%
193CHURCH & DWIGHT CO INC COMCHD2,546$266,6170.05%
194ISHARES RUSSELL MID-CAP VALUE ETF4642874732,016$266,6160.05%
195PAYPAL HLDGS INC COMPYPL3,368$262,8050.05%
196ISHARES CORE DIVIDEND GROWTH ETF46434V6214,187$262,4830.05%
197CINTAS CORP COMCTAS1,272$261,8790.05%
198VANGUARD SMALL-CAP ETF9229087511,103$261,6280.05%
199XCEL ENERGY INC COMXELLL4,000$261,2000.05%
200SANOFI SPONSORED ADRSNYNF4,527$260,8910.05%
201T. ROWE PRICE EQUITY INCOME ETF87283Q2066,211$259,4430.05%
202ROPER TECHNOLOGIES INC COMROP463$257,6320.05%
203ISHARES SILVER TRUSTSLV9,060$257,3950.05%
204ISHARES CORE MSCI EMERGING MARKETS ETF46434G1034,444$255,1300.05%
205DEERE & CO COMDE608$253,9300.05%
206VERALTO CORP COM SHSVLTO2,261$252,9150.05%
207STERIS PLC SHS USDSTE1,039$251,9990.05%
208ULTA BEAUTY INCULTA645$250,9820.05%
209TOTALENERGIES SE SPONSORED ADSTTE3,863$249,6270.05%
210ANSYS INC COM03662Q105783$249,4870.05%
211ATI INC COMATI3,720$248,9050.05%
212ISHARES BITCOIN TRUST ETFIBIT6,855$247,6710.05%
213IDEXX LABS INC COM45168D104489$247,0530.05%
214MICROCHIP TECHNOLOGY INC. COMMCHPP3,052$245,0450.05%
215RANGE RES CORP COMRRC7,925$243,7730.05%
216TEXAS ROADHOUSE INC COMTXRH1,318$232,7590.04%
217AMERICAN EXPRESS CO COMAXP856$232,1470.04%
218FIDELITY NATL INFORMATION SVCS31620M1062,762$231,3180.04%
219INVESCO S&P 500 TOP 50 ETFIVZ4,824$229,2850.04%
220MGM RESORTS INTERNATIONAL COMMGM5,799$226,6830.04%
221VANGUARD MID-CAP ETF922908629855$225,6530.04%
222WATSCO INC COMWSO-B453$222,8220.04%
223ZIMMER BIOMET HOLDINGS INC COMZBH2,061$222,4850.04%
224KINDER MORGAN INC DEL COMEP-PC10,045$221,8940.04%
225VANGUARD FTSE ALL-WORLD EX-US ETF9220427753,477$219,0470.04%
226EXPEDIA GROUP INC COM NEWEXPE1,466$216,9970.04%
227WORKDAY INC CL AWDAY877$214,3480.04%
228ISHARES 0-3 MONTH TREASURY BOND ETF46436E7182,128$214,3320.04%
229SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X8895,630$211,4630.04%
230NXP SEMICONDUCTORS N V COMNXPI865$207,6090.04%
231GSK PLC SPONSORED ADRGLAXF5,078$207,5890.04%
232TRAVELERS COMPANIES INC COMTRV877$205,3230.04%
233DOLLAR TREE INC COMDLTR2,877$202,3110.04%
234PUBLIC STORAGE OPER CO COMPSA-PS554$201,5840.04%
235POOL CORP COMPOOL534$201,2110.04%
236BROADRIDGE FINL SOLUTIONS INC COM11133T103935$201,0530.04%
237PHILIP MORRIS INTL INC COM7181721091,654$200,7960.04%
238IDEX CORP45167R104929$199,2710.04%
239UNITED RENTALS INC COMURI246$199,1940.04%
240VANGUARD LARGE-CAP ETF922908637750$197,4680.04%
241SPDR S&P MIDCAP 400 ETF TRUSTMDY340$193,6840.04%
242INGREDION INC COMINGR1,395$191,7150.04%
243ISHARES MSCI EAFE VALUE ETF4642888773,329$191,5070.04%
244BANK MONTREAL QUE COM0636711012,118$191,0440.04%
245COCA COLA CO COMKO2,650$190,4240.04%
246NETFLIX INC COMNFLX268$190,0840.04%
247TREX CO INCTREX2,844$189,3540.04%
248CONOCOPHILLIPS COMCOP1,798$189,2590.04%
249NIKE INC CL BNKE2,133$188,5570.04%
250WISDOMTREE JAPAN HEDGED EQUITY FUNDWT1,775$188,1500.03%
251ISHARES S&P US PREFERRED STOCK ETF4642886875,657$187,9840.03%
252L3HARRIS TECHNOLOGIES INC COMLHX770$183,1600.03%
253WILLIAMS COS INC COM9694571003,955$180,5460.03%
254ISHARES RUSSELL 2000 GROWTH ETF464287648630$178,9200.03%
255BIO-TECHNE CORP COMTECH2,234$178,5640.03%
256GLOBE LIFE INC COMGL-PD1,680$177,9290.03%
257GRAYSCALE BITCOIN TRUSTGBTC3,523$177,9120.03%
258VANGUARD INTERMEDIATE-TERM BOND ETF9219378192,268$177,7790.03%
259EATON CORP PLC SHSETN536$177,6520.03%
260HUBSPOT INC COMHUBS333$177,0230.03%
261PPG INDS INC COM6935061071,327$175,7740.03%
262VEEVA SYS INC CL A COMVEEV831$174,4020.03%
263GENUINE PARTS CO COMGPC1,240$173,2030.03%
264TECHNOLOGY SELECT SECTOR SPDR FUND81369Y803761$171,8030.03%
265BOEING CO COMBA-PA1,116$169,6770.03%
266ALIGN TECHNOLOGY INC COMALGN659$167,5970.03%
267ALPHABET INC CAP STK CL CGOOG1,000$167,1900.03%
268ALPHABET INC CAP STK CL CGOOG1,000$167,1900.03%
269EMERSON ELEC CO COMEMR1,520$166,2420.03%
270BURLINGTON STORES INC COMBURL629$165,7290.03%
271EDWARDS LIFESCIENCES CORPEW2,505$165,3050.03%
272PNC FINL SVCS GROUP INC COM693475105894$165,2560.03%
273BARRICK GOLD CORP COM0679011088,194$162,9790.03%
274GE AEROSPACE COM NEW369604301862$162,5860.03%
275GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,711$160,5780.03%
276ISHARES GLOBAL TIMBER & FORESTRY ETF4642881741,842$158,7250.03%
277INVESCO MSCI GLOBAL TIMBER ETFIVZ4,352$155,6590.03%
278OSHKOSH CORP COMOSK1,534$153,7270.03%
279NUVEEN ESG SMALL-CAP ETFNU3,579$153,3240.03%
280RIVIAN AUTOMOTIVE INC COM CL ARIVN13,478$151,2230.03%
281KEYSIGHT TECHNOLOGIES INC COMKEYS945$150,1890.03%
282WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDWT3,275$149,6680.03%
283TRUIST FINL CORP COM89832Q1093,473$148,5400.03%
284ISHARES RUSSELL 2000 VALUE ETF464287630889$148,3650.03%
285ECOLAB INC COMECL579$147,8360.03%
286SHELL PLC SPON ADSRYDAF2,236$147,4640.03%
287MOTOROLA SOLUTIONS INC COM NEWMSI327$147,0290.03%
288APA CORPORATION COMAPA5,957$145,7080.03%
289BADGER METER INC COMBMI659$143,9320.03%
290ISHARES RUSSELL 2000 ETF464287655651$143,7990.03%
291GENERAL MLS INC COM3703341041,945$143,6380.03%
292STARWOOD PPTY TR INC COMSTHO7,000$142,6600.03%
293NEXTERA ENERGY INC COMNEE-PW1,672$141,3340.03%
294WP CAREY INC COM92936U1092,250$140,1750.03%
295ISHARES GOLD TRUSTIAU2,746$136,4760.03%
296JONES LANG LASALLE INC COMJLL500$134,9050.03%
297CAPITAL GROUP GLOBAL GROWTH EQUITY ETF14020X1044,465$134,6090.03%
298AIR PRODS & CHEMS INC COMAIIR450$133,9830.02%
299VANGUARD CONSUMER STAPLES ETF92204A207610$133,2730.02%
300VANGUARD SHORT-TERM BOND ETF9219378271,675$131,8060.02%
301SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X8634,750$130,9580.02%
302FIFTH THIRD BANCORP COMFITBM3,049$130,6190.02%
303SOUTHERN CO COMSOMN1,434$129,3180.02%
304DOLLAR GEN CORP NEW COM2566771051,518$128,3770.02%
305HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF3,975$126,1270.02%
306YUM BRANDS INC COMYUM899$125,5990.02%
307ISHARES COHEN & STEERS REIT ETF4642875641,905$125,5590.02%
308PALANTIR TECHNOLOGIES INC CL APLTR3,350$124,6200.02%
309CAPITAL GROUP DIVIDEND VALUE ETF14020W1063,384$123,3280.02%
310TRANE TECHNOLOGIES PLC SHSTT317$123,2270.02%
311CONSOLIDATED EDISON INC COMED1,175$122,3530.02%
312VALERO ENERGY CORP COMVLO891$120,3120.02%
313DISNEY WALT CO COM2546871061,237$118,9870.02%
314VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8701,411$118,1710.02%
315NOVO-NORDISK A S ADRNONOF992$118,1170.02%
316UNITED PARCEL SERVICE INC CL BUPS866$118,0700.02%
317ALPHABET INC CAP STK CL CGOOG700$117,0330.02%
318ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8033,296$116,7440.02%
319REPUBLIC SVCS INC COM760759100575$115,4830.02%
320WISDOMTREE EMERGING MARKETS EX-CHINA FUNDWT3,482$114,8400.02%
321WASTE MGMT INC DEL COM94106L109551$114,3880.02%
322AGNC INVT CORP COM00123Q10410,877$113,7730.02%
323JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3321,893$112,6500.02%
324MODINE MFG CO COM607828100839$111,4110.02%
325SPDR PORTFOLIO EMERGING MARKETS ETF78463X5092,694$111,2080.02%
326WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUNDWT2,059$110,5680.02%
327WEST PHARMACEUTICAL SVSC INC COM955306105368$110,4590.02%
3283M CO COMMMM805$110,0440.02%
329VANGUARD GROWTH ETF922908736285$109,3840.02%
330MORGAN STANLEY COM NEWMS-PQ1,047$109,1390.02%
331XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF2330516304,059$109,1380.02%
332NNN REIT INC COMNNN2,250$109,1030.02%
333RTX CORPORATION COMRTX895$108,4380.02%
334ALTRIA GROUP INC COMMO2,095$106,9290.02%
335VANGUARD SMALL CAP VALUE ETF922908611531$106,6650.02%
336VANGUARD SMALL-CAP GROWTH ETF922908595395$105,6110.02%
337HARTFORD FINL SVCS GROUP INC COMHIG-PG879$103,3790.02%
338EATON VANCE LTD DURATION INCOM COMETN9,828$103,2920.02%
339SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A4743,379$102,3160.02%
340ISHARES EUROPE ETF4642878611,754$102,2060.02%
341REPLIGEN CORP COMRGEN685$101,9420.02%
342DELTA AIR LINES INC DEL COM NEWDAL2,003$101,7320.02%
343NUVEEN AMT FREE MUN CR INC FD COMNU7,558$101,2020.02%
344BRADY CORP CL ABRC1,307$100,1790.02%
345THE TRADE DESK INC COM CL A88339J105913$100,1100.02%
346MONDELEZ INTL INC CL A6092071051,357$99,9700.02%
347NATIONAL FUEL GAS CO COMNFG1,600$96,9760.02%
348INTEL CORP COMINTC4,119$96,6320.02%
349HCA HEALTHCARE INC COMHCA235$95,5110.02%
350HEICO CORP NEW COMHEI-A365$95,4400.02%
351ISHARES MSCI PACIFIC EX-JAPAN ETF4642866651,940$94,7500.02%
352TRIMBLE INC COMTRMB1,524$94,6250.02%
353BLOCK INC CL ABSQKZ1,408$94,5190.02%
354CAPITAL GROUP CORE EQUITY ETF14020V1082,750$94,2700.02%
355PHILLIPS 66 COMPSX717$94,2180.02%
356LULULEMON ATHLETICA INC COMLULU347$94,1580.02%
357VANGUARD ESG INTERNATIONAL STOCK ETF9219107251,529$94,0750.02%
358GLOBAL PMTS INC COM37940X102918$94,0220.02%
359ARK INNOVATION ETF00214Q1041,969$93,5870.02%
360COOPER COS INC COM216648501848$93,5680.02%
361INVESCO CEF INCOME COMPOSITE ETFIVZ4,707$92,7720.02%
362ADVANCED MICRO DEVICES INC COMAMD560$91,8850.02%
363HONEYWELL INTL INC COM438516106443$91,5910.02%
364AMERIPRISE FINL INC COM03076C106194$91,1430.02%
365VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,402$90,7840.02%
366CVS HEALTH CORP COMCVS1,433$90,1070.02%
367EPAM SYS INC COMEPAM442$87,9710.02%
368WEYERHAEUSER CO MTN BE COM NEWWY2,531$85,7000.02%
369ALCON AG ORD SHSALC855$85,5600.02%
370BLACKROCK INC COMBLK89$84,5060.02%
371MICROSTRATEGY INC CL A NEWSTRK500$84,3000.02%
372NUVEEN ESG HIGH YIELD CORPORATE BOND ETFNU3,866$83,8920.02%
373ALPHABET INC CAP STK CL CGOOG500$83,5950.02%
374ALPHABET INC CAP STK CL CGOOG500$83,5950.02%
375ASSOCIATED BANC CORP COMASBA3,875$83,4680.02%
376CONSTRUCTION PARTNERS INC COM CL AROAD1,188$82,9220.02%
377SCHLUMBERGER LTD COM STKSLB1,954$81,9630.02%
378ONTO INNOVATION INC COMONTO394$81,7790.02%
379PIMCO CORPORATE & INCOME OPPOR COMPTY5,683$81,7780.02%
380COMFORT SYS USA INC COM199908104209$81,6870.02%
381STRYKER CORPORATION COMSYK224$80,9220.02%
382HANESBRANDS INC COM41034510211,000$80,8500.02%
383HEALTHEQUITY INC COMHQY946$77,4300.01%
384MONOLITHIC PWR SYS INC COM60983910583$76,7340.01%
385WESTERN DIGITAL CORP COMWDC1,120$76,4850.01%
386FORD MTR CO COM3453708607,229$76,3380.01%
387ELEVANCE HEALTH INC COMELV144$74,8800.01%
388NEWMONT CORP COMNEMCL1,399$74,7770.01%
389SPDR S&P AEROSPACE & DEFENSE ETF78464A631475$74,7370.01%
390AAON INC COM PAR $0.004AAON693$74,7330.01%
391SPDR PORTFOLIO AGGREGATE BOND ETF78464A6492,853$74,5770.01%
392TEXTRON INC COMTXT837$74,1410.01%
393KLA CORP COM NEWKLAC95$73,5690.01%
394CALAMOS CONV & HIGH INCOME FD COM SHS12811P1086,150$73,3700.01%
395ISHARES ESG AWARE MSCI USA ETF46435G425581$73,3110.01%
396MARATHON PETE CORP COMMARA450$73,3100.01%
397PAYCOM SOFTWARE INCPAYC435$72,4580.01%
398BROOKFIELD CORP CL A LTD VT SH11271J1071,345$71,4870.01%
399NUCOR CORP COMNUE470$70,6600.01%
400REV GROUP INC COM7495271072,500$70,1500.01%
401AUTOMATIC DATA PROCESSING INC COMADP250$69,1830.01%
402Q2 HLDGS INC COMQTWO865$69,0010.01%
403NVR INC COMNVR7$68,6830.01%
404EXACT SCIENCES CORP COM30063P1051,000$68,1200.01%
405ONEOK INC NEW COMOKE744$67,8010.01%
406DOW INC COMDOW1,211$66,1570.01%
407FORTUNE BRANDS INNOVATIONS INC COMFBIN734$65,7150.01%
408EPLUS INC COMPLUS668$65,6910.01%
409CAMBRIA TAIL RISK ETF1320618625,450$65,6730.01%
410DUPONT DE NEMOURS INC COMDD736$65,5850.01%
411KKR & CO INC COMKKRT502$65,5510.01%
412XCEL ENERGY INC COMXELLL1,000$65,3000.01%
413LIQUIDITY SVCS INC COM53635B1072,850$64,9800.01%
414ARLO TECHNOLOGIES INC COMARLO5,273$63,8560.01%
415ICF INTL INC COM44925C103379$63,2130.01%
416BOOKING HOLDINGS INC COMBKNG15$63,1820.01%
417PALOMAR HLDGS INC COMPLMR667$63,1450.01%
418NUVEEN MUN VALUE FD INC COMNU7,000$63,1400.01%
419VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7711,337$63,1200.01%
420DOMINION ENERGY INC COMD1,086$62,7600.01%
421LENNAR CORP CL ALEN-B334$62,6180.01%
422TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100354$61,4790.01%
423CLOUDFLARE INC CL A COMNET760$61,4760.01%
424LEMAITRE VASCULAR INC COMLMAT658$61,1220.01%
425AUTOZONE INC COMAZO19$59,8510.01%
426PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467560$59,7640.01%
427DELL TECHNOLOGIES INC CL CDELL501$59,3890.01%
428SEMTECH CORP COMSMTC1,295$59,1300.01%
429FAIR ISAAC CORP COMFICO30$58,3060.01%
430VANGUARD REAL ESTATE ETF922908553598$58,2570.01%
431CDW CORP COMCDW256$57,9330.01%
432SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF78468R7211,230$57,6010.01%
433NAPCO SEC TECHNOLOGIES INC COM6304021051,418$57,3720.01%
434KINSALE CAP GROUP INC COM49714P108123$57,2650.01%
435CLEARPOINT NEURO INC COMCLPT5,000$56,0500.01%
436DONALDSON INC COMDCI752$55,4220.01%
437ISHARES TIPS BOND ETF464287176500$55,2350.01%
438INVESCO S&P 500 QUALITY ETFIVZ821$55,2290.01%
439NORDSTROM INC COM6556641002,450$55,1010.01%
440SPDR S&P DIVIDEND ETF78464A763387$55,0300.01%
441RYAN SPECIALTY HOLDINGS INC CL ARYAN826$54,8380.01%
442VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706907$54,8010.01%
443ISHARES RUSSELL MIDCAP ETF464287499611$53,8540.01%
444CHUBB LIMITED COMCB186$53,6410.01%
445VANGUARD DIVIDEND APPRECIATION ETF921908844270$53,4760.01%
446INVESCO S&P 500 PURE GROWTH ETFIVZ1,356$53,2500.01%
447BRIGHT HORIZONS FAM SOLUTIONS109194100380$53,2490.01%
448ILLINOIS TOOL WKS INC COM452308109200$52,4140.01%
449AXOS FINANCIAL INC COMAX831$52,2530.01%
450CORTEVA INC COMCTVA886$52,0880.01%
451ADAM NAT RES FD INC COM00548F1052,242$52,0590.01%
452CARMAX INC COMKMX665$51,4580.01%
453ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2432,045$51,4490.01%
454CAPITAL GROUP CORE BALANCED ETF14021D1071,656$51,4190.01%
455SHOPIFY INC CL ASHOP639$51,2090.01%
456ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646970$51,0800.01%
457RBC BEARINGS INC COMRBC169$50,5950.01%
458BROWN & BROWN INC COMBRO486$50,3500.01%
459ARK FINTECH INNOVATION ETF00214Q7081,673$49,8890.01%
460INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAYINHD1,400$49,3410.01%
461CARDINAL HEALTH INC COMCAH445$49,1810.01%
462CALVERT INTERNATIONAL RESPONSIBLE INDEX ETFMS-PQ820$49,1240.01%
463ISHARES MSCI EAFE SMALL-CAP ETF464288273720$48,7780.01%
464JABIL INC COMJBL403$48,2910.01%
465QUANTA SVCS INC COM74762E102160$47,7040.01%
466WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT1,380$47,5960.01%
467SPS COMM INC COMSPSC239$46,4070.01%
468GRAYSCALE ETHEREUM TRUST (ETH)3896381072,117$46,3410.01%
469SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,373$46,2840.01%
470CARRIER GLOBAL CORPORATION COMCARR575$46,2820.01%
471CHIPOTLE MEXICAN GRILL INC COMCMG800$46,0960.01%
472ISHARES MSCI USA MIN VOL FACTOR ETF46429B697502$45,8090.01%
473SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739950$45,7330.01%
474APOLLO GLOBAL MGMT INC COM03769M106364$45,4670.01%
475SAP SE SPON ADRSAPGF197$45,1330.01%
476DICKS SPORTING GOODS INC COM253393102216$45,0790.01%
477VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406351$44,9980.01%
478ENERGY SELECT SECTOR SPDR FUND81369Y506506$44,4530.01%
479SOUTHWEST AIRLS CO COM8447411081,500$44,4450.01%
480EASTMAN CHEM CO COMEMN397$44,4440.01%
481DORMAN PRODS INC COM258278100390$44,1170.01%
482JACOBS SOLUTIONS INC COMJ337$44,1130.01%
483SYLVAMO CORP COMMON STOCKSLVM500$42,9250.01%
484PIMCO ENH SH MAT ESG ETF72201R643431$42,6560.01%
485FIRST SOLAR INC COMFSLR170$42,4050.01%
486VULCAN MATLS CO COM929160109169$42,3230.01%
487TAPESTRY INC COMTPR897$42,1410.01%
488JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203750$41,1980.01%
489GILEAD SCIENCES INC COMGILD491$41,1650.01%
490SPROTT PHYSICAL GOLD & SILVER TR UNITSII1,654$40,5060.01%
491LIVE NATION ENTERTAINMENT INC COMLYV364$39,8540.01%
492OLLIES BARGAIN OUTLET HLDGS IN COM681116109408$39,6580.01%
493STARBUCKS CORP COMSBUX401$39,0930.01%
494AKAMAI TECHNOLOGIES INC COMAKAM386$38,9670.01%
495ATLASSIAN CORPORATION CL ATEAM243$38,5910.01%
496BALCHEM CORP COMBCPC219$38,5440.01%
497ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V407885$38,4270.01%
498WEATHERFORD INTL PLC ORD SHSG48833118450$38,2140.01%
499GE VERNOVA INC COMGEV148$37,7370.01%
500METLIFE INC COMMET-PF457$37,6930.01%