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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

Roble, Belko & Company, Inc

Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001642305-23-000003

Total Value
$470,266
Positions
344
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (344)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769354,250$67,72914.40%
2VANGUARD STAR FDS921909768596,534$30,8536.56%
3VANGUARD TAX-MANAGED FDS921943858617,893$25,9335.51%
4VANGUARD INTL EQUITY INDEX F922042775490,812$24,6095.23%
5SPDR SER TR78464A763157,383$19,6904.19%
6VANGUARD WHITEHALL FDS921946406167,288$18,1023.85%
7SPDR S&P 500 ETF TRSPY43,273$16,5493.52%
8SCHWAB STRATEGIC TR808524102359,916$16,1283.43%
9SELECT SECTOR SPDR TR81369Y803111,595$13,8872.95%
10VANGUARD WHITEHALL FDS921946810195,343$13,6022.89%
11VANGUARD INDEX FDS922908553144,366$11,9072.53%
12ISHARES TR46428761453,326$11,4252.43%
13VANGUARD INDEX FDS92290863764,236$11,1902.38%
14VANGUARD INTL EQUITY INDEX F922042858282,305$11,0042.34%
15VANGUARD BD INDEX FDS921937835152,338$10,9442.33%
16VANGUARD SCOTTSDALE FDS92206C706175,198$10,2462.18%
17ISHARES TR46434V878199,507$9,9832.12%
18VANGUARD MALVERN FDS922020805193,167$9,0231.92%
19ISHARES TR46428768937,929$8,3701.78%
20VANGUARD BD INDEX FDS92203C303169,567$8,3091.77%
21TJX COS INC NEW872540109100,102$7,9681.69%
22INVESCO ACTVELY MNGD ETC FDIVZ489,838$7,2401.54%
23ISHARES TR46428715083,579$7,0871.51%
24ISHARES TR46428710139,538$6,7441.43%
25ISHARES TR46428780459,180$5,6011.19%
26ISHARES TR46432F84268,466$4,2200.90%
27SPDR SER TR78464A80586,353$4,0840.87%
28KKR REAL ESTATE FIN TR INCKKRT284,246$3,9680.84%
29ISHARES TR46428762218,428$3,8790.82%
30BLACKSTONE MTG TR INCBX177,186$3,7510.80%
31SCHWAB STRATEGIC TR808524805104,412$3,3630.72%
32VANGUARD INDEX FDS92290875116,646$3,0550.65%
33ISHARES U S ETF TR46431W50759,458$2,9300.62%
34VANGUARD SCOTTSDALE FDS92206C10245,743$2,6450.56%
35J P MORGAN EXCHANGE TRADED F46641Q83748,469$2,4300.52%
36ISHARES TR46428746534,699$2,2780.48%
37PIMCO ETF TR72201R83321,412$2,1120.45%
38VANGUARD INDEX FDS9229083635,250$1,8450.39%
39SCHWAB STRATEGIC TR80852470675,030$1,7760.38%
40ISHARES TR46432F83429,340$1,6980.36%
41APOLLO COML REAL EST FIN INC03762U105152,765$1,6440.35%
42MICROSOFT CORPMSFT6,751$1,6190.34%
43ISHARES TR46428740810,945$1,5880.34%
44ARES COML REAL ESTATE CORP04013V108143,226$1,4740.31%
45ISHARES INC46434G10330,865$1,4410.31%
46ISHARES TR4642872003,519$1,3520.29%
47APPLE INCAAPL9,696$1,2600.27%
48VANGUARD INDEX FDS9229086528,188$1,0880.23%
49SELECT SECTOR SPDR TR81369Y2097,613$1,0340.22%
50ISHARES TR46428818215,743$1,0200.22%
51MCDONALDS CORPMCD3,631$9570.20%
52PFIZER INCPFE17,834$9140.19%
53WASTE MGMT INC DEL94106L1095,030$7890.17%
54ISHARES TR46428723420,519$7780.17%
55ISHARES TR46434VBG431,696$7740.16%
56ISHARES TR4642886797,033$7730.16%
57SELECT SECTOR SPDR TR81369Y30810,111$7540.16%
58ISHARES TR4642875984,046$6140.13%
59UNITED PARCEL SERVICE INCUPS3,432$5970.13%
60EXXON MOBIL CORPXOM5,330$5880.13%
61INVESCO QQQ TRIVZ2,165$5760.12%
62ISHARES TR46428852111,172$5520.12%
63MERCK & CO INCMRK4,964$5510.12%
64NEXTERA ENERGY INCNEE-PW6,497$5430.12%
65VANGUARD INTL EQUITY INDEX F9220427426,270$5400.11%
66MARSH & MCLENNAN COS INC5717481023,077$5090.11%
67BLACKROCK ENHANCED EQUITY DIBLK53,998$4870.10%
68ISHARES TR46434VBD118,840$4580.10%
69DUKE ENERGY CORP NEWDUKB4,364$4490.10%
70SPDR S&P MIDCAP 400 ETF TRMDY994$4400.09%
71ISHARES TR46434VAX816,930$4240.09%
72ISHARES TR4642876635,864$4140.09%
73BERKSHIRE HATHAWAY INC DELBRK-A1,315$4060.09%
74ISHARES TR4642874995,262$3550.08%
75VANGUARD INTL EQUITY INDEX F9220427183,231$3320.07%
76SCHWAB STRATEGIC TR80852484717,060$3290.07%
77AMAZON COM INCAMZN3,701$3110.07%
78JOHNSON & JOHNSONJNJ1,748$3090.07%
79ORACLE CORPORCL-PD3,700$3020.06%
80TANGER FACTORY OUTLET CTRS ISKT16,000$2870.06%
81ALPHABET INCGOOG3,220$2860.06%
82CVS HEALTH CORPCVS3,000$2800.06%
83ACCENTURE PLC IRELANDACN937$2500.05%
84PROCTER AND GAMBLE CO7427181091,643$2490.05%
85GALLAGHER ARTHUR J & CO3635761091,297$2450.05%
86INTERNATIONAL BUSINESS MACHSINTR1,708$2410.05%
87ISHARES TR46435GAA010,105$2360.05%
88ENBRIDGE INCENNPF5,890$2300.05%
89ISHARES TR46435UAA99,779$2290.05%
90ISHARES TR46435U5159,096$2210.05%
91AUTOMATIC DATA PROCESSING INADP906$2160.05%
92VANGUARD INDEX FDS9229085381,193$2140.05%
93QUALCOMM INCQCOM1,847$2030.04%
94JPMORGAN CHASE & COVYLD1,504$2020.04%
95CISCO SYS INCCSCO4,134$1970.04%
96SPDR INDEX SHS FDS78463X8896,392$1900.04%
97ISHARES TR4642873093,196$1870.04%
98CITIGROUP INCC-PR4,000$1810.04%
99VANGUARD ADMIRAL FDS INC9219328851,096$1790.04%
100CORTEVA INCCTVA3,000$1760.04%
101VANGUARD SCOTTSDALE FDS92206C6642,401$1690.04%
102HEICO CORP NEWHEI-A1,362$1630.03%
103DIMENSIONAL ETF TRUST25434V8075,184$1580.03%
104DIMENSIONAL ETF TRUST25434V7086,477$1570.03%
105ISHARES TR4642878871,420$1530.03%
106ISHARES TR464287655835$1460.03%
107PHILIP MORRIS INTL INC7181721091,400$1420.03%
108CORNING INCGLW4,400$1410.03%
109FEDEX CORPFDX800$1390.03%
110VANGUARD WORLD FDS92204A3061,129$1370.03%
111ISHARES TR4642877211,835$1370.03%
112ALTRIA GROUP INCMO2,941$1340.03%
113VANGUARD SPECIALIZED FUNDS921908844880$1340.03%
114MASTERCARD INCORPORATEDMA383$1330.03%
115ISHARES TR4642882402,854$1300.03%
116LULULEMON ATHLETICA INCLULU407$1300.03%
117VANGUARD ADMIRAL FDS INC921932828734$1270.03%
118MORGAN STANLEYMS-PQ1,453$1240.03%
119SERVICENOW INCNOW299$1160.02%
120ISHARES TR4642874401,169$1120.02%
121SCHWAB STRATEGIC TR8085247971,466$1110.02%
122PEPSICO INCPEP600$1080.02%
123SEMPRASREA691$1070.02%
124ISHARES TR464287507437$1060.02%
125ALPHABET INCGOOG1,163$1030.02%
126VERTEX PHARMACEUTICALS INCVRTX342$990.02%
127DIMENSIONAL ETF TRUST25434V8804,540$980.02%
128VANGUARD WORLD FD921910873742$980.02%
129PNC FINL SVCS GROUP INC693475105602$950.02%
130ISHARES TR46436E2054,185$930.02%
131SPDR INDEX SHS FDS78463X5092,802$920.02%
1323M COMMM725$870.02%
133STEEL DYNAMICS INCSTLD883$860.02%
134GENERAL MTRS CO37045V1002,500$840.02%
135HOME DEPOT INCHD264$830.02%
136INVESCO EXCH TRADED FD TR IIIVZ1,230$790.02%
137NUCOR CORPNUE595$780.02%
138UNITEDHEALTH GROUP INCUNH146$770.02%
139ABBVIE INCABBV474$770.02%
140VANGUARD BD INDEX FDS921937827993$750.02%
141PRICE T ROWE GROUP INCTROW660$720.02%
142WISDOMTREE TRWT768$710.02%
143THERMO FISHER SCIENTIFIC INCTMO121$670.01%
144VISA INCV311$650.01%
145SCHLUMBERGER LTDSLB1,200$640.01%
146BOEING COBA-PA323$610.01%
147ETSY INCETSY500$600.01%
148TESLA INCTSLA462$570.01%
149ASTRAZENECA PLCAZN834$570.01%
150UNION PAC CORPUNP264$550.01%
151META PLATFORMS INCMETA440$530.01%
152GOLDMAN SACHS ETF TRNVGLF677$520.01%
153FOSTER L B COFSTR5,000$480.01%
154ISHARES TR464287630340$470.01%
155EATON CORP PLCETN300$470.01%
156NOVARTIS AGNVSEF505$460.01%
157DOW INCDOW916$460.01%
158WP CAREY INC92936U109559$440.01%
159PPG INDS INC693506107350$440.01%
160ISHARES TR464287481526$440.01%
161BANK AMERICA CORP0605051041,291$430.01%
162ISHARES TR464287648200$430.01%
163SELECT SECTOR SPDR TR81369Y407323$420.01%
164CLEVELAND-CLIFFS INC NEWCLF2,558$410.01%
165LOWES COS INC548661107206$410.01%
166VANGUARD WORLD FD921910725808$400.01%
167BROADRIDGE FINL SOLUTIONS IN11133T103295$400.01%
168BLACKROCK MUNICIPAL INCOMEBLK3,478$390.01%
169VANGUARD WORLD FDS92204A504155$380.01%
170AT&T INCT-PC1,966$360.01%
171ISHARES TR464288661305$350.01%
172WESTERN ASSET MANAGED MUNS F95766M1053,434$350.01%
173MICRON TECHNOLOGY INCMU679$340.01%
174INVESCO EXCH TRADED FD TR IIIVZ1,382$330.01%
175AXON ENTERPRISE INCAXON200$330.01%
176CAMPBELL SOUP COCPB579$330.01%
177CELANESE CORP DELCE310$320.01%
178VEEVA SYS INCVEEV201$320.01%
179PAYCOM SOFTWARE INCPAYC102$320.01%
180TAIWAN SEMICONDUCTOR MFG LTD874039100421$310.01%
181CHEVRON CORP NEWCVX165$300.01%
182NORTHROP GRUMMAN CORPNOC54$290.01%
183BURLINGTON STORES INCBURL143$290.01%
184ISHARES INC464286608738$290.01%
185MICROCHIP TECHNOLOGY INC.MCHPP408$290.01%
186NOVO-NORDISK A SNONOF211$290.01%
187SPDR GOLD TRGLD166$280.01%
188VANGUARD WORLD FD921910733430$280.01%
189ISHARES TR464287226285$280.01%
190MODERNA INCMRNA150$270.01%
191INVESCO EXCH TRADED FD TR IIIVZ374$270.01%
192INVESCO DB COMMDY INDX TRCKIVZ1,106$270.01%
193KINSALE CAP GROUP INC49714P108100$260.01%
194BLACKROCK INCBLK35$250.01%
195ISHARES GOLD TRIAU729$250.01%
196UNILEVER PLCUNLYF480$240.01%
197NUVEEN AMT FREE QLTY MUN INCNU2,078$240.01%
198VANGUARD INDEX FDS922908736111$240.01%
199BED BATH & BEYOND INCBBBY-WT9,600$240.01%
200GSK PLCGLAXF685$240.01%
201U S SILICA HLDGS INC90346E1031,800$230.00%
202VANGUARD INDEX FDS922908744162$230.00%
203FIRST TR VALUE LINE DIVID IN33734H106559$220.00%
204FIVE BELOW INCFIVE118$210.00%
205NVIDIA CORPORATIONNVDA141$210.00%
206AMERIPRISE FINL INC03076C10669$210.00%
207FIRST REP BK SAN FRANCISCO C33616C100170$210.00%
208FORTINET INCFTNT415$200.00%
209EATON VANCE FLTING RATE INCETN1,769$200.00%
210KIMBERLY-CLARK CORPKMB151$200.00%
211BOOKING HOLDINGS INCBKNG10$200.00%
212ADOBE SYSTEMS INCORPORATEDADBE57$190.00%
213BRISTOL-MYERS SQUIBB COCELG-RI260$190.00%
214BLACKROCK MUNIHOLDINGS FD INBLK1,554$190.00%
215DELTA AIR LINES INC DELDAL580$190.00%
216GILEAD SCIENCES INCGILD218$190.00%
217AMERICAN ELEC PWR CO INC025537101200$190.00%
218MONSTER BEVERAGE CORP NEWMNST180$180.00%
219WALMART INCWMT119$170.00%
220HDFC BANK LTDHDB248$170.00%
221CME GROUP INCCME100$170.00%
222PAYLOCITY HLDG CORPPCTY89$170.00%
223BLACKROCK ENHANCED GLOBAL DIBLK1,820$170.00%
224SELECT SECTOR SPDR TR81369Y506190$170.00%
225WALKER & DUNLOP INCWD199$160.00%
226VANGUARD WORLD FDS92204A405193$160.00%
227CADENCE DESIGN SYSTEM INCCDNS100$160.00%
228AMERICAN WTR WKS CO INC NEW030420103100$150.00%
229COGNIZANT TECHNOLOGY SOLUTIOCTSH270$150.00%
230MARKETAXESS HLDGS INCMKTX55$150.00%
231BECTON DICKINSON & COBDX55$140.00%
232BIOGEN INCBIIB50$140.00%
233SELECT SECTOR SPDR TR81369Y605395$140.00%
234VIRTUS DIVIDEND INTEREST & PNFJ1,213$140.00%
235INTEL CORPINTC480$130.00%
236VALERO ENERGY CORPVLO100$130.00%
237DISCOVER FINL SVCS254709108129$130.00%
238VANGUARD WORLD FDS92204A70242$130.00%
239VANGUARD WHITEHALL FDS921946794217$130.00%
240PLUG POWER INCPLUG1,035$130.00%
241ATMOS ENERGY CORPATO120$130.00%
242WALGREENS BOOTS ALLIANCE INC931427108348$130.00%
243VOYA GLBL ADV & PREM OPP FD92912R1041,460$130.00%
244LIVE OAK BANCSHARES INCLOB-PA401$120.00%
245STARBUCKS CORPSBUX125$120.00%
246SPIRIT AIRLS INC848577102630$120.00%
247CHESAPEAKE UTILS CORP16530310890$110.00%
248PHILLIPS 66PSX110$110.00%
249HP INCHPQ400$110.00%
250MFS MUN INCOME TR5527381062,112$110.00%
251SEAGEN INCSE85$110.00%
252NORFOLK SOUTHN CORP65584410840$100.00%
253CROWN CASTLE INCCCI72$100.00%
254KENNAMETAL INCKMT400$100.00%
255DATADOG INCDDOG130$100.00%
256DISNEY WALT CO254687106106$90.00%
257HALEON PLCHLNCF1,177$90.00%
258MFS INVT GRADE MUN TR59318B1081,312$90.00%
259SHOPIFY INCSHOP222$80.00%
260SPDR SER TR78468R200260$80.00%
261PRUDENTIAL FINL INCPUKPF81$80.00%
262COMCAST CORP NEWCCZ220$80.00%
263RAYTHEON TECHNOLOGIES CORPRTX81$80.00%
264ADVANCED MICRO DEVICES INCAMD102$70.00%
265CHENIERE ENERGY INCLNG50$70.00%
266DOLLAR TREE INCDLTR52$70.00%
267INTUITIVE SURGICAL INCISRG27$70.00%
268MSA SAFETY INCMNESP50$70.00%
269ISHARES TR46429B66360$60.00%
270HEWLETT PACKARD ENTERPRISE CHPE-PC400$60.00%
271INVESCO MUN OPPORTUNITY TRIVZ492$50.00%
272IMMUNOGEN INC45253H1011,000$50.00%
273BUTTERFLY NETWORK INCBFLY2,000$50.00%
274PEAR THERAPEUTICS INC7047231054,502$50.00%
275ABBOTT LABSABLZF38$40.00%
276ALIBABA GROUP HLDG LTDBBAAY43$40.00%
277HUNTINGTON BANCSHARES INCHBANP271$40.00%
278PAYPAL HLDGS INCPYPL51$40.00%
279SPLUNK INC84863710449$40.00%
280SONY GROUP CORPORATIONSNEJF54$40.00%
281VERIZON COMMUNICATIONS INCVZ89$40.00%
282EATON VANCE MUN BD FDETN297$30.00%
283BROADCOM INCAVGO5$30.00%
284KRAFT HEINZ COKHC69$30.00%
285LAM RESEARCH CORPLRCX7$30.00%
286FORD MTR CO DEL345370860275$30.00%
287FUELCELL ENERGY INCFCELB1,000$30.00%
288SALESFORCE INCCRM26$30.00%
289QUANTUMSCAPE CORPQS500$30.00%
290GENERAL ELECTRIC CO36960430124$20.00%
291S&P GLOBAL INCSPGI7$20.00%
292ELECTRONIC ARTS INCEA20$20.00%
293WARNER BROS DISCOVERY INCWBD192$20.00%
294KYNDRYL HLDGS INCKD179$20.00%
295DIODES INCDIOD22$20.00%
296ISHARES INC46428639214$20.00%
297MARRIOTT INTL INC NEW5719032024$10.00%
298ASML HOLDING N VASMLF1$10.00%
299SELECT SECTOR SPDR TR81369Y88612$10.00%
300PENUMBRA INCPEN5$10.00%
301ORGANON & COOGN19$10.00%
302OGE ENERGY CORPOGE37$10.00%
303NOVOCURE LTDNVCR20$10.00%
304TORTOISE ENERGY INFRA CORPTYG39$10.00%
305NETFLIX INCNFLX3$10.00%
306MATTEL INCMAT30$10.00%
307LITHIUM AMERS CORP NEWLTUM39$10.00%
308INVESCO EXCH TRADED FD TR IIIVZ12$10.00%
309VIATRIS INCVTRS84$10.00%
310FIDELITY COVINGTON TRUST31609285724$10.00%
311FEDERATED HERMES INCFHI15$10.00%
312UNDER ARMOUR INCUA9$00.00%
313ISHARES TR4642873411$00.00%
314UBER TECHNOLOGIES INCUBER3$00.00%
315NORTHWEST BANCSHARES INC MDNWBI20$00.00%
316OCCIDENTAL PETE CORP6745991055$00.00%
317INVESCO EXCHANGE TRADED FD TIVZ7$00.00%
318CHARGEPOINT HOLDINGS INCCHPT37$00.00%
319ALGONQUIN PWR UTILS CORP01585710560$00.00%
320PALANTIR TECHNOLOGIES INCPLTR5$00.00%
321SYNOPSYS INCSNPS1$00.00%
322VISHAY INTERTECHNOLOGY INCVSH5$00.00%
323CELSIUS HLDGS INCCELH1$00.00%
324STELLANTIS N.VSTLA30$00.00%
325PANGAEA LOGISTICS SOLUTION LG6891L10510$00.00%
326PENN ENTERTAINMENT INCPENN5$00.00%
327HASBRO INCHAS4$00.00%
328RUMBLE INCRUMBW5$00.00%
329SEA LTDSE1$00.00%
330SILVERGATE CAP CORP82837P40813$00.00%
331FIRSTENERGY CORPFE11$00.00%
332ARK ETF TR00214Q10415$00.00%
333BLOCK INCBSQKZ4$00.00%
334ENDAVA PLCDAVA4$00.00%
335EMBECTA CORPEMBC11$00.00%
336ACTIVISION BLIZZARD INC00507V1091$00.00%
337ECOLAB INCECL1$00.00%
338ARK ETF TR00214Q7086$00.00%
339BRIDGETOWN HOLDINGS LTDG1355U1131$00.00%
340AURORA CANNABIS INCACB44$00.00%
341COINBASE GLOBAL INCCOIN10$00.00%
342LI AUTO INCLAAOF4$00.00%
343NIKOLA CORPNODK1$00.00%
344NIO INCNIOIF5$00.00%