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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

Private Ocean, LLC

Quarter ended Q3 2023 · Filed July 21, 2023 · Accession 0001601742-23-000004

Total Value
$789.5M
Positions
579
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Dimensional U.S. Core Equity 2 ETF25434V7085,640,457$153.1M19.40%
2SPDR Blmbg Barclays High Yield Bd ETF78468R622625,307$57.5M7.29%
3Vanguard Short-Term Corporate Bond ETF92206C409743,870$56.3M7.13%
4iShares Total US Bond ETF46434V613857,270$39.0M4.94%
5SPDR Nuveen S&P High Yield Municipal Bond78464A2841,473,806$36.9M4.67%
6iShares MSCI USA Quality Factor ETF46432F339244,859$33.0M4.18%
7iShares ESG U.S. Aggregate Bond ETF46435U549584,407$27.6M3.49%
8Powershares Emerging Markets Debt ETFIVZ1,200,493$23.4M2.96%
9iShares ESG 1-5 Year USD Corp Bd ETF46435G243889,972$21.3M2.70%
10iShares MSCI EAFE ESG ETF46435G516262,151$19.1M2.42%
11Market Vectors High Yield Muni ETF92189H409362,240$18.6M2.36%
12Dimensional Global Real Estate ETF25434V658724,239$17.7M2.24%
13Vanguard Tax Exempt Bond ETF922907746326,280$16.4M2.08%
14Dimensional U.S. Core Equity Market ETF25434V104501,021$15.5M1.97%
15iShares Russell 1000 Index46428762261,195$14.9M1.89%
16Dimensional Emerging Core Equity Mkt ETF25434V302595,976$14.0M1.77%
17iShares MSCI Emerging Markets ESG ETF46434G863420,005$13.3M1.68%
18Dimensional International Equity Mkt ETF25434V203482,039$13.2M1.67%
19iShares S&P National AMT-Free Muni464288414118,136$12.6M1.60%
20Invesco Taxable Municipal Bond ETFIVZ400,735$10.6M1.35%
21Vanguard REIT Index ETF922908553111,400$9.3M1.18%
22Microsoft CorpMSFT26,122$8.9M1.13%
23iShares Core S&P 500 ETF46428720018,753$8.4M1.06%
24DFA Dimensional US Marketwide Value ETF25434V724226,228$7.8M0.99%
25Powershares FTSE RAFI US 1000IVZ46,315$7.6M0.96%
26iShares ESG Aware MSCI USA ETF46435G42573,841$7.2M0.91%
27Vanguard Total Stock Market ETF92290876931,132$6.9M0.87%
28Apple IncAAPL28,093$5.4M0.69%
29iShares Short-Term National Muni Bd ETF46428815851,467$5.4M0.68%
30Vanguard MSCI EAFE ETF92194385895,001$4.4M0.56%
31SPDR S&P 500 ETF TrustSPY9,239$4.1M0.52%
32iShares Barclays Aggregate Bond46428722633,050$3.2M0.41%
33Powershares FTSE RAFI 1500IVZ17,107$2.9M0.37%
34DFA Tax-Managed International Value25434V80783,681$2.7M0.35%
35iShares Russell 1000 Value Index46428759816,566$2.6M0.33%
36iShares Core MSCI Emerging Markets ETF46434G10348,858$2.4M0.31%
37Vanguard Value ETF92290874416,621$2.4M0.30%
38Amazon.com IncAMZN18,060$2.4M0.30%
39Vanguard Total Intl Stock Idx ETF92190976836,636$2.1M0.26%
40Powershares FTSE RAFI Dev Markets ex-USIVZ43,786$2.0M0.25%
41iShares Core S&P Small-Cap ETF46428780419,501$1.9M0.25%
42Dimensional U.S. Small Cap ETF25434V50035,159$1.9M0.24%
43iShares MSCI EAFE ETF46428746524,786$1.8M0.23%
44Vanguard FTSE Emerging Markets ETF92204285843,794$1.8M0.23%
45Schwab US Dividend Equity80852479721,756$1.6M0.20%
46Berkshire Hathaway Cl BBRK-A4,299$1.5M0.19%
47iShares 1-5 yr Inv Grd Corp ETF46428864628,093$1.4M0.18%
48Vanguard Midcap ETF9229086296,340$1.4M0.18%
49iShares MSCI Emerging Markets ex China ETF46434G76425,325$1.3M0.17%
50Nvidia CorpNVDA3,012$1.3M0.16%
51FlexShares Morningstar U.S. Market Factors Tilt ETFFLEX7,545$1.3M0.16%
52JPMorgan US Quality Factor ETF46641Q76127,187$1.2M0.15%
53Costco Wholesale Corp22160K1052,156$1.2M0.15%
54Johnson & JohnsonJNJ6,921$1.1M0.15%
55iShares Calif Amt Free46428835619,909$1.1M0.14%
56iShares Russell 2000 Index4642876555,887$1.1M0.14%
57Vanguard Large Cap ETF9229086375,089$1.0M0.13%
58iShares ESG MSCI USA Leaders ETF46435U21812,549$971,5060.12%
59Vanguard FTSE All-Wld ex-US ETF92204277517,502$952,2860.12%
60McDonalds CorpMCD3,177$948,0490.12%
61Realty Income CorpO15,690$938,1050.12%
62iShares S&P Midcap 400/BARRA Value4642877058,756$937,9970.12%
63Vanguard Small Cap ETF9229087514,544$903,6910.11%
64First Trust North American Energy Infrastructure ETF33738D10133,332$899,9660.11%
65Alphabet Inc Class CGOOG7,050$852,8390.11%
66iShares Russell 1000 Growth4642876142,875$791,1310.10%
67Vanguard Bond Index ETF92193783510,780$783,5980.10%
68StarbucksSBUX7,618$754,5900.10%
69iShares S&P 100 Index4642871013,630$751,7270.10%
70SPDR S&P Intl Small Cap ETF78463X87124,135$736,3740.09%
71Invesco QQQ TrustIVZ1,967$726,4730.09%
72iShares iBoxx USD High Yield Corporate Bond4642885139,247$694,1720.09%
73Alphabet Inc Class AGOOG5,674$679,1780.09%
74Oracle CorpORCL-PD5,696$678,3370.09%
75Procter & Gamble Co7427181094,454$675,9110.09%
76Arthur J Gallagher & Co3635761092,967$651,4220.08%
77UnitedHealth Group IncUNH1,272$611,6110.08%
78Merck IncMRK5,173$596,9120.08%
79American Express CoAXP3,295$573,9050.07%
80Mid Cap SPDR TrustMDY1,197$573,1460.07%
81Meta Platforms IncMETA1,966$564,2030.07%
82Market Vectors Intermediate Muni ETF92189H20111,601$534,4580.07%
83Vanguard S&P 500 ETF9229083631,281$521,6600.07%
84iShares Dow Jones Select Dividend4642871684,568$517,5540.07%
85Chestnut Str Exchang Fd Sh Partnership N166668103538$509,1470.06%
86Nike IncNKE4,583$505,8260.06%
87Home Depot IncHD1,610$500,1300.06%
88Exxon Mobil CorpXOM4,477$480,1580.06%
89iShares Trust - iShares Core U.S. Value ETF4642876636,120$478,9180.06%
90Eli Lilly & CoLLY1,009$473,2010.06%
91iShares Russell Midcap Blend4642874996,479$473,1910.06%
92Matterport, Inc.577096100150,000$472,5000.06%
93Chevron Texaco CorpCVX2,967$466,7930.06%
94Vanguard Large Growth ETF9229087361,634$462,3570.06%
95iShares SP 500 Growth Index4642873096,364$448,5350.06%
96Accenture PLC Class AACN1,394$430,1610.05%
97Ishares Tr Cohen & Steer4642875647,508$417,2200.05%
98PepsiCo IncPEP2,250$416,7450.05%
99iShares JP Morgan EM Bond4642882814,721$408,5550.05%
100Charles Schwab CorpSCHW-PJ6,913$391,8290.05%
101AbbVie IncABBV2,894$389,9090.05%
102Union Pacific CorpUNP1,805$369,3390.05%
103Blackstone Group LpBX3,875$360,2590.05%
104Regal Rexnord Corp Com Stk Usd0.01RRX2,277$350,4140.04%
105Walt Disney2546871063,853$343,9960.04%
106SPDR Dow Jones REIT78464A6073,655$330,5210.04%
107iShares Core Msci Totl46432F8345,206$326,0250.04%
108Amphenol Corp03209510145$314,8240.04%
109Amgen IncAMGN1,746$309,4160.04%
110Cisco Systems IncCSCO5,728$296,3670.04%
111Schwab US Broad Market ETF8085241025,725$296,0030.04%
112Bristol-Myers Squibb CoCELG-RI4,619$295,3850.04%
113Ishares Tr Msci Kld400 Soc4642885703,470$292,0700.04%
114Schwab International Equity ETF8085248058,032$286,3410.04%
115Adobe Systems IncADBE570$278,7240.04%
116WisdomTree International Small CapWT4,559$271,0600.03%
117iShares Russell Microcap Index4642888692,475$270,5440.03%
118TechnologySelect Sector SPDR Fund81369Y8031,556$270,4510.03%
119Danaher Corp2358511021,078$258,7200.03%
120Boeing CoBA-PA1,225$258,6710.03%
121Vanguard Extended Market9229086521,722$256,2840.03%
122Pfizer IncPFE6,734$247,0030.03%
123iShares S&P Midcap 400 Index464287507941$246,0550.03%
124Schwab Emerging Market Equities ETF8085247069,755$240,2620.03%
125Powershares Nasdaq InternetIVZ1,536$240,1610.03%
126T-Mobile US IncTMUSZ1,662$230,8520.03%
127iShares Core MSCI EAFE ETF46432F8423,401$229,5680.03%
128Vanguard Info Technology ETF92204A702504$222,7810.03%
129Visa IncV935$222,0440.03%
130iShares MSCI EAFE Value ETF4642888774,507$220,5730.03%
131Thermo Electron CorpTMO422$220,3660.03%
132Wisdomtree Large Cap DivWT3,420$217,5120.03%
133US BancorpUSB-PS6,574$217,2050.03%
134iShares Core US REIT ETF4642885214,000$205,6400.03%
135Norfolk Southern Corp655844108893$202,4420.03%
136Lockheed Martin CorpLMT429$197,5030.03%
137Schwab US Large Cap8085243002,569$192,5360.02%
138Hershey Foods CorpHSY762$190,1900.02%
139Vanguard Small Cap Growth922908595820$188,4510.02%
140Novo Nordisk A/S ADRNONOF1,150$186,0980.02%
141Wal-Mart Stores IncWMT1,167$183,4290.02%
142JP Morgan Chase & CoVYLD1,251$181,9450.02%
143Consolidated Edison IncED1,964$177,5790.02%
144International Business MachinesINTR1,277$170,9190.02%
145Comcast Corp ACCZ4,064$168,8590.02%
146Invesco S&P 500 Equal Weight Tech ETFIVZ565$166,2690.02%
147Caterpillar IncCAT672$165,3460.02%
148Franks InternationalFISV1,305$164,6260.02%
149American Eagle OutfittersAEO13,791$162,7340.02%
150Ishares Global Reit Etf46434V6477,078$162,5820.02%
151Vanguard Dividend Appreciation ETF921908844985$159,9130.02%
152Tesla Motors IncTSLA604$158,1090.02%
153Mastercard IncMA402$158,1070.02%
154Vanguard High Dividend9219464061,485$157,5020.02%
155Schwab US Large-Cap ETF8085242013,001$157,1860.02%
156Linde plcLIN412$157,0050.02%
157Coca Cola CoKO2,607$156,9940.02%
158iShares Russell 3000 Index464287689614$156,1600.02%
159Enterprise Products Partners2937921075,894$155,3070.02%
160Spdr S&P 600 Small Cap78464A2011,995$153,5690.02%
161PIMCO 15plus Year TIPS72201R3042,507$150,5200.02%
1623M CoMMM1,489$149,0340.02%
163Fortinet IncFTNT1,930$145,8890.02%
164Paccar IncPCAR1,743$145,8020.02%
165Elevance Health, Inc.ELV327$145,3930.02%
166iShares Gold TrustIAU3,983$144,9410.02%
167Vanguard Small Cap Value ETF922908611869$143,7330.02%
168Honeywell International438516106692$143,5900.02%
169Abbott LaboratoriesABLZF1,315$143,3610.02%
170Vanguard Scottsdale Fds Vanguard Russell92206C6802,015$142,5580.02%
171Fidelity MSCI Information Tech ETF3160928081,089$142,2080.02%
172Nucor CorpNUE854$140,0390.02%
173Rockwell Automation IncROK419$138,0400.02%
174SPDR Dow Jones Global RE78463X7493,299$135,5020.02%
175Vanguard Global ex-US Real Est ETF9220426763,324$133,5770.02%
176iShares Dow Jones US Real Estate4642877391,501$129,8680.02%
177Spdr Ser Tr S&P Biotech Etf78464A8701,528$127,1310.02%
178iShares S&P 500/BARRA Value Index464287408777$125,2450.02%
179Lowes Companies Inc548661107541$122,2000.02%
180NextEra Energy IncNEE-PW1,628$120,8050.02%
181Colgate-Palmolive CoCL1,533$118,1020.01%
182Sherwin Williams CoSHW444$117,8910.01%
183Edwards Lifesciences CpEW1,200$113,1960.01%
184First Trust Energy Infrastructure Fund33738C1037,584$111,4920.01%
185Hercules Technology Growth CapitalHCXY7,505$111,0740.01%
186Lululemon AthleticaLULU293$110,9010.01%
187Spdr S&P 600 Small Cap78464A3001,415$109,2130.01%
188Air Products & Chemicals IncAIIR364$109,0290.01%
189Morgan StanleyMS-PQ1,268$108,2870.01%
190Analog Devices IncADI549$106,9240.01%
191Fidelity Msci Matls Index Etf3160928812,255$105,2110.01%
192Automatic Data ProcessingADP468$102,8620.01%
193SPDR Nuveen Barclays ST Muni Bond ETF78468R7392,168$101,9970.01%
194Dimensional U.S. Targeted Value ETF25434V6092,188$101,5010.01%
195Spdr S&P 500 Growth Etf78464A4091,646$100,4150.01%
196Broadcom IncAVGO115$99,7540.01%
197Blackrock IncBLK144$99,5240.01%
198American States Water Co0298991011,101$95,7870.01%
199iShares MSCI USA Min Vol Factor ETF46429B6971,277$94,9190.01%
200Fidelity Total Bond Etf3161883092,085$94,7010.01%
201Raytheon Technologies CoRTX946$92,6700.01%
202Intuit IncINTU201$92,1190.01%
203DFA TA World ex US Core Equity I25434V8803,795$88,4630.01%
204Stryker CorpSYK287$87,5610.01%
205iShares Lehman Tips464287176807$86,8490.01%
206Microchip Technology IncMCHPP965$86,4860.01%
207Autodesk IncADSK416$85,1180.01%
208iShares Core High Dividend ETF46429B663832$83,8160.01%
209Fubotv IncFUBO40,000$83,2000.01%
210Iqvia Holdings IncIQV369$82,9400.01%
211TJX Companies Inc872540109964$81,7380.01%
212Intel CorpINTC2,428$81,2030.01%
213Vanguard Short-Term Infl-Prot Secs ETF9220208051,699$80,5710.01%
214Becton Dickinson & CoBDX300$79,2030.01%
215Welltower IncWELL948$76,6840.01%
216iShares Core S&P Total US Stock Market E464287150765$74,8080.01%
217Pioneer Natural Resources Co723787107359$74,3780.01%
218iShares S&P 400 Growth464287606990$74,2500.01%
219NetApp, IncNTAP954$72,8760.01%
220Powershares DB Commodity IndexIVZ3,208$72,8220.01%
221AmerisourceBergen CorpCOR375$72,1610.01%
222SEI Investments Co7841171031,200$71,5440.01%
223iShares Barclays MBS Bond Fund464288588767$71,5340.01%
224Synopsys IncSNPS164$71,4070.01%
225iShares S&P 600 Growth464287887620$71,2570.01%
226Spdr Small Cap Etf78468R8531,720$66,8150.01%
227iShares S&P Smallcap 600/BARRA Value Index464287879699$66,4520.01%
228ConocoPhillipsCOP630$65,2740.01%
229Allstate CorpALL-PJ586$63,8970.01%
230SPDR DJ Wilshire International RE78463X8632,557$63,3370.01%
231Estee Lauder Companies Inc518439104319$62,6450.01%
232Yum BrandsYUM445$61,7010.01%
233Public Service Enterprise Group744573106976$61,1070.01%
234Noble International74348A467625$58,9250.01%
235L3Harris Technologies IncLHX300$58,7310.01%
236Church & Dwight Company IncCHD580$58,1330.01%
237First Tr Exchange Traded Fd Ny Arca Biot33733E203369$56,5090.01%
238United Parcel Service BUPS314$56,2970.01%
239Consumer Staples Select Sector SPDR ETF81369Y308758$56,2210.01%
240State Street CorpSTT-PG757$55,4010.01%
241Bank Marin Corte Madera Ca0634251023,089$54,5880.01%
242Schwab Fundamental US Large Company ETF808524771948$54,5760.01%
243SPDR Portfolio S&P 500 Value ETF78464A5081,263$54,5690.01%
244iShares Core 10plus Year USD Bond ETF4642894791,028$54,0630.01%
245BannerBANR1,211$52,8770.01%
246Verizon CommunicationsVZ1,416$52,6610.01%
247Schwab Fundamental Int'l Lg Co ETF8085247551,611$52,0190.01%
248Carnival CorpCUKPF2,748$51,7450.01%
249Iron Mountain Inc46284V101900$51,1380.01%
250Corteva IncCTVA888$50,8650.01%
251iShares MSCI EAFE Growth ETF464288885514$49,0410.01%
252Essex Properties Trust Inc297178105207$48,5000.01%
253Zimmer Holdings IncZBH330$48,0480.01%
254Clorox CoCLX300$47,7120.01%
255Fedex CorpFDX189$46,8530.01%
256Wisdomtree Tr US Smallcap DivdWT1,626$46,8130.01%
257Ecolab IncECL245$45,7390.01%
258Zoetis IncZTS264$45,4630.01%
259Vail Resorts IncMTN180$45,3170.01%
260iShares MSCI Canada Index4642865091,295$45,3120.01%
261Cigna Corp125523100159$44,6150.01%
262iShares Barclays 20plus Year Treasury Bond464287432433$44,5730.01%
263Crown Castle International CorpCCI391$44,5510.01%
264Health Care Select Sector SPDR ETF81369Y209331$43,9340.01%
265Ameriprise Financial Inc03076C106132$43,9100.01%
266Techne CorpTECH536$43,7540.01%
267iShares 3-7 Year Trery464288661379$43,6840.01%
268iShares MSCI Emerging Markets4642872341,099$43,4640.01%
269Invesco Water Resources ETFIVZ765$43,1380.01%
270Ascendis Pharma A/S Spon Adr Each Rep 1ASND481$42,9290.01%
271iShares MSCI EAFE Small-Cap ETF464288273724$42,7020.01%
272Schwab US Mid Cap Etf808524508599$42,5470.01%
273Principal Financial GroupPFG554$42,0150.01%
274VMware Inc928563402292$41,9570.01%
275Expedia IncEXPE382$41,7870.01%
276iShares Russell 2000 Value Index464287630295$41,4750.01%
277Cdw CorpCDW225$41,2880.01%
278iShares MSCI USA Value Factor ETF46432F388435$40,7990.01%
279Illinois Tool Works Inc452308109162$40,5260.01%
280Schwab U.S. TIPS808524870732$38,3790.00%
281Franklin Resources IncBEN1,405$37,5280.00%
282Vanguard Consumer92204A207192$37,2780.00%
283Servicenow Inc ComNOW66$37,0900.00%
284Avery Dennison CorpAVY215$36,9370.00%
285General Electric Co369604301335$36,8000.00%
286Advanced Micro DevicesAMD320$36,4510.00%
287Consumer Discret Sel Sect SPDR ETF81369Y407214$36,3390.00%
288Dell IncDELL663$35,8750.00%
289Financial Select Sector SPDR ETF81369Y6051,027$34,6200.00%
290SPDR Nuveen Blmbg Barclays Muni Bd ETF78468R721750$34,6200.00%
291Vanguard FTSE All-World ex US Small ETF922042718313$34,5800.00%
292Global X Fds Rbtcs Artfl Inte37954Y7151,200$34,4880.00%
293Bank of America Corp0605051041,181$33,8830.00%
294Constellation Brands ASTZ134$32,9810.00%
295SPDR S&P Dividend78464A763267$32,7620.00%
296Kimberly-Clark CorpKMB234$32,3060.00%
297Philip Morris International718172109329$32,1170.00%
298Skyworks Solutions IncSWKS288$31,8790.00%
299PowerShares National AMT-Free MuniBd ETFIVZ1,342$31,6710.00%
300Hewlett-Packard CoHPQ1,031$31,6620.00%
301McCormick & Co IncMKC-V362$31,5770.00%
302iShares Edge MSCI Min Vol USA Small-Cap ETF46435G433915$31,3660.00%
303Industrial Select Sector SPDR ETF81369Y704289$31,0150.00%
304America Movil Sa L ADRAMXOF1,419$30,7120.00%
305AT&T CorpT-PC1,912$30,5040.00%
306Deere & CoDE75$30,3890.00%
307Communication Services Sel Sect SPDRETF81369Y852466$30,3270.00%
308Laboratory Corp Of America Holdings50540R409125$30,1660.00%
309Phillips IncPSX315$30,0450.00%
310Affirm Holdings Inc Ordinary Shares - Class AAFRM1,911$29,2960.00%
311SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375872$28,0000.00%
312PNC Financial Services Group Inc693475105222$27,9610.00%
313CSX CorpCSX812$27,6890.00%
314Quest Diagnostic IncDGX195$27,4090.00%
315Broadridge Financial Solutions11133T103164$27,1630.00%
316iShares Dow Jones464287721245$26,6730.00%
317Netflix IncNFLX60$26,4290.00%
318T Rowe Price Group IncTROW233$26,1010.00%
319SPDR S&P Global Dividend ETF78463X459449$25,8010.00%
320Novartis AG ADRNVSEF255$25,7320.00%
321Qualcomm IncQCOM209$24,8690.00%
322Arista Networks IncANET152$24,6330.00%
323Wells Fargo & Co949746101570$24,3160.00%
324Palantir Technologies Inc Ordinary Shares - Class APLTR1,576$24,1600.00%
325American Tower Corp A03027X100124$24,1000.00%
326Iac/Interactive CorpIAC382$23,9900.00%
327Vanguard Total World Stock ETF922042742243$23,5420.00%
328Utilities Select Sector SPDR ETF81369Y886358$23,4020.00%
329Macys Inc55616P1041,453$23,3210.00%
330Emerson Electric CoEMR253$22,8690.00%
331Powershares Info Tech ETFIVZ150$22,1060.00%
332iShares Treasury Floating Rate Bond ETF46434V860435$22,0410.00%
333Magellan Midstream Partners LP559080106350$21,8120.00%
334abrdn Blmb AllCmdStrK1Fr ETF0032611041,067$21,5110.00%
335Ishares Russell Top 200 Growth ETF464289438135$21,4060.00%
336SPDR Gold SharesGLD120$21,3920.00%
337Schwab US Aggregate Bond ETF808524839456$21,0610.00%
338Discover Financial Services LLC254709108180$21,0330.00%
339Ford Motor Co3453708601,341$20,2860.00%
340Schwab 1000 ETF808524722457$19,5610.00%
341Northrop Grumman CorpNOC42$19,1440.00%
342Salesforce.comCRM88$18,5910.00%
343General Mills Inc370334104242$18,5610.00%
344Materials Select Sector SPDR ETF81369Y100223$18,4800.00%
345Schwab US REIT ETF808524847946$18,4720.00%
346Edgewell Pers Care Co Com28035Q102441$18,2180.00%
347Ishares Russell Top 200 ETF464289446170$18,1290.00%
348Powershares S&P 500 HighIVZ435$17,9780.00%
349iShares NASDAQ Biotech464287556140$17,8120.00%
350Altria Group IncMO385$17,4410.00%
351Waste Management Inc94106L109100$17,3420.00%
352Schwab Fundamental Intl808524748521$17,2920.00%
353SPDR TIPs ETF78464A656645$16,6670.00%
354Equity ResidentialEQR250$16,4930.00%
355Schwab US Small Cap ETF808524607376$16,4690.00%
356Best Buy IncBBY200$16,3900.00%
357Micron Technology IncMU255$16,0850.00%
358Kroger CoKR340$15,9800.00%
359Vanguard Mid Cap Growth92290853876$15,7080.00%
360iShares US Healthcare ETF46428882861$15,5740.00%
361Cardinal Health IncCAH163$15,4150.00%
362Schwab Fund US Small ETF808524763305$15,3870.00%
363Worthington Industries IncWOR220$15,2830.00%
364Energizer Holding IncENR441$14,8090.00%
365SPDR Ser Bloomberg ST HY78468R408585$14,4500.00%
366Edison International281020107200$13,8900.00%
367Ishares Msci Intl Value46435G409540$13,7430.00%
368Cardiol Therapeutics Inc Class ACRDL15,151$13,4840.00%
369Liberty Media CorporationFWONB173$13,0230.00%
370SPDR Portfolio Developed Wld ex-US ETF78463X889396$12,8910.00%
371iShares MSCI Intl Quality Factor46434V456357$12,7090.00%
372Simon Property Group Inc828806109109$12,5870.00%
373Shell ADRRYDAF207$12,4990.00%
374VICI Properties Inc Ordinary Shares925652109393$12,3520.00%
375Sempra EnergySREA83$12,0840.00%
376W P Carey Inc92936U109178$12,0260.00%
377Agilent Technologies IncA96$11,5440.00%
378AES CorpAES556$11,5260.00%
379American Water Works Co.03042010380$11,4200.00%
380Duke Energy CorpDUKB123$11,0380.00%
381Stag Industrial Inc85254J102305$10,9430.00%
382American Electric Power Company Inc025537101129$10,8620.00%
383Baxter International Inc071813109231$10,5240.00%
384Schwab Funda Emg Mkts808524730390$10,4400.00%
385SPDR Portfolio Emerging Markets ETF78463X509303$10,4260.00%
386Paypal Hldgs Inc ComPYPL155$10,3430.00%
387Avista CorpAVA263$10,3280.00%
388UnumProvident CorpUNMA209$9,9690.00%
389Core LaboratoriesCLB420$9,7650.00%
390iShares Global Tech ETF464287291157$9,7640.00%
391Jacobs Engineering Group46981410782$9,7490.00%
392SoftBank Group CorpJ75963108200$9,3720.00%
393Sanofi-Aventis ADRSNYNF172$9,2710.00%
394Cummins IncCMI37$9,0710.00%
395General Dynamics CorpGD42$9,0360.00%
396Crane CoCR98$8,7340.00%
397Whirlpool CorpWHR-PA58$8,6300.00%
398Paychex Inc.PAYX74$8,2780.00%
399Hecla Mining Company4227041061,600$8,2400.00%
400First National Bank Alaska32112J10641$8,0380.00%
401Equity Lifestyle Properties Inc29472R108120$8,0270.00%
402Royal Bank of Canada78008710284$8,0230.00%
403IntercontinentalExchange45866F10470$7,9160.00%
404JP Morgan Chase & Co48128B655307$7,7180.00%
405Fortive CorporationFTV100$7,4770.00%
406ABB LtdABLZF190$7,4580.00%
407Johnson Controls International plcG51502105106$7,2230.00%
408Guggenheim S&P 500 Equal WeightIVZ48$7,1830.00%
409Bank of America Corp Pfrd Srs 4060505591352$7,1490.00%
410Dupont De Nemours IncDD100$7,1440.00%
411Targa Resources CorpTRGP93$7,0850.00%
412Lamar Advertising CoLAMR70$6,9480.00%
413Voya Finl, InVOYA-PB307$6,8370.00%
414PrologisPLDGP55$6,7450.00%
415Bank of Montreal06367110173$6,5930.00%
416Telefonica SATELFY1,618$6,5210.00%
417Ishares Msci Usa46434V290119$6,3810.00%
418Cdn Imperial Bk CommCNDIF149$6,3590.00%
419AstraZeneca PLC ADRAZN88$6,2980.00%
420Haemonetics CorpHAE72$6,1300.00%
421iShares US Infrastructure ETF46435U713154$6,0180.00%
422Gap IncGAP646$5,7690.00%
423First Solar IncFSLR30$5,7030.00%
424GE HealthCare Technologies Inc.GEHC70$5,6870.00%
425Evergy IncEVRG96$5,6080.00%
426Dentsply International IncXRAY140$5,6030.00%
427Fidelity National Financial IncFNF153$5,5080.00%
428Healthpeak Pptys IncDOC271$5,4470.00%
429Southwest Airlines Co.844741108150$5,4320.00%
430British American Tobacco110448107163$5,4120.00%
431CVS Caremark CorpCVS78$5,3920.00%
432Lam Research CorpLRCX8$5,2500.00%
433Hewlett Packard EnteHPE-PC308$5,1740.00%
434General Moly3703731022,190$5,1250.00%
435ASML Holding NVASMLF7$5,0730.00%
436Aegon NVAEFC964$4,8870.00%
437Citigroup IncC-PR106$4,8800.00%
438Keysight Technologies Inc ComKEYS29$4,8560.00%
439Invesco FTSE RAFI EMIVZ260$4,8460.00%
440Schw Intl Scap Etf808524888143$4,8290.00%
441Prudential Financial IncPUKPF54$4,7640.00%
442Physicians Realty Trust71943U104340$4,7570.00%
443MP Materials Corp.MP200$4,5760.00%
444Center Point EnergyCNP156$4,5470.00%
445Citizens Finl Group Inc ComCIA173$4,5120.00%
446Hubspot IncHUBS8$4,2570.00%
447Schlumberger NVSLB86$4,2240.00%
448Southern CoSOMN60$4,2150.00%
449Humana IncHUM9$4,0240.00%
450Schwab 5-10 Yr Corp Bond ETF80852469890$3,9650.00%
451Rogers Communications IncRCIAF86$3,9250.00%
452Teradyne IncTER35$3,9230.00%
453Siemens AG82619750147$3,9200.00%
454Kraft Heinz Co Com StkKHC107$3,7990.00%
455Sonoco Products Co83549510264$3,7770.00%
456HSBC Holdings ADRHBCYF95$3,7640.00%
457Unilever Plc Adr NewUNLYF71$3,7010.00%
458FS KKR Capital CorpFSK188$3,6060.00%
459Schwab Intermediate-Term US Trs ETF80852485472$3,5480.00%
460JPMorgan Divers Ret US Small Cap Eq ETF46641Q84585$3,4820.00%
461Robert Half International IncRHI46$3,4600.00%
462Booz Allen Hamilton IncBAH31$3,4270.00%
463SPDR Index Shares Fund MSCI ACWI Ex-Us ETF78463X848131$3,4230.00%
464Enphase Energy IncENPH20$3,3500.00%
465MGC Communications Inc6098391056$3,2780.00%
466Texas Instruments Inc88250810418$3,2400.00%
467Keycorp Inc493267108322$2,9750.00%
468Mongodb IncMDB7$2,8770.00%
469Host Hotels & Resorts IncHST168$2,8270.00%
470Deutsche Telekom AGDTEGF127$2,7750.00%
471Booking Holdings IncBKNG1$2,7000.00%
472Vanguard Emerging Markets Govt Bond ETF92194688543$2,6780.00%
473Entegris IncENTG24$2,6760.00%
474Zim Integrated Shippin Ltd Ordinary SharesZIM214$2,6510.00%
475International Paper Co46014610383$2,6400.00%
476DexCom IncDXCM20$2,5700.00%
477Capital One Financial Corp14040H10523$2,5160.00%
478iShares 1-3 Year Treasury Bond ETF46428745731$2,5130.00%
479JM Smuckers Co83269640517$2,5100.00%
480Take Two Interactive SoftwareTTWO17$2,5020.00%
481Workday Inc Cl AWDAY11$2,4850.00%
482IShares Intermediate-Term Corp Bd ETF46428863849$2,4780.00%
483Entergy CorpENO25$2,4340.00%
484Invesco NASDAQ 100 ETFIVZ16$2,4320.00%
485Equinix IncEQIX3$2,3970.00%
486Metlife IncMET-PF42$2,3740.00%
487MercadolibreMELI2$2,3690.00%
488Marvell Technology Group LtdMRVL39$2,3490.00%
489Dow Chemical CoDOW44$2,3430.00%
490Invesco PLCIVZ134$2,2530.00%
491Xtrackers International Real Estate ETF233051846106$2,1330.00%
492Newmont Mining CorpNEMCL49$2,0900.00%
493Electronics ArtsEA16$2,0750.00%
494Capital Group Growth ETF14020G10180$2,0180.00%
495JPMorgan Equity Premium Income ETF46641Q33236$1,9920.00%
496MKS Instruments IncMKSI18$1,9720.00%
497Huhtamaki OyjX3375210060$1,9680.00%
498Snowflake Inc Ordinary Shares - Class ASNOW11$1,9360.00%
499Zscaler IncZS13$1,9020.00%
500Ventas IncVTR40$1,8910.00%