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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 Q2 2023 · Filed May 10, 2023 · Accession 0001642305-23-000006

Total Value
$489,380
Positions
320
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (320)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769345,023$70,41914.39%
2VANGUARD STAR FDS921909768594,209$32,8066.70%
3VANGUARD TAX-MANAGED FDS921943858645,937$29,1775.96%
4VANGUARD INTL EQUITY INDEX F922042775482,035$25,7745.27%
5ISHARES TR46434V878385,225$19,3583.96%
6SPDR SER TR78464A763148,164$18,3293.75%
7VANGUARD WHITEHALL FDS921946406165,903$17,5033.58%
8SPDR S&P 500 ETF TRSPY42,532$17,4123.56%
9SELECT SECTOR SPDR TR81369Y803110,022$16,6143.39%
10SCHWAB STRATEGIC TR808524102334,678$16,0143.27%
11VANGUARD WHITEHALL FDS921946810196,715$14,4942.96%
12VANGUARD INDEX FDS92290863769,707$13,0222.66%
13ISHARES TR46428761452,988$12,9472.65%
14VANGUARD INDEX FDS922908553145,769$12,1052.47%
15VANGUARD BD INDEX FDS921937835161,639$11,9342.44%
16VANGUARD INTL EQUITY INDEX F922042858294,500$11,8982.43%
17VANGUARD SCOTTSDALE FDS92206C706180,292$10,8102.21%
18VANGUARD BD INDEX FDS92203C303197,361$9,7181.99%
19VANGUARD MALVERN FDS922020805196,269$9,3861.92%
20ISHARES TR46428768937,929$8,9291.82%
21TJX COS INC NEW872540109100,102$7,8441.60%
22ISHARES TR46428715083,213$7,5351.54%
23ISHARES TR46428710137,895$7,0881.45%
24ISHARES TR46428780461,502$5,9471.22%
25ISHARES TR46432F84266,438$4,4410.91%
26ISHARES TR46428762218,101$4,0770.83%
27KKR REAL ESTATE FIN TR INCKKRT295,176$3,3620.69%
28VANGUARD INDEX FDS92290875117,530$3,3230.68%
29SCHWAB STRATEGIC TR80852480595,411$3,3200.68%
30BLACKSTONE MTG TR INCBX179,583$3,2060.66%
31ISHARES U S ETF TR46431W50760,781$3,0150.62%
32J P MORGAN EXCHANGE TRADED F46641Q83756,428$2,8390.58%
33SPDR SER TR78464A80552,893$2,6670.54%
34ISHARES TR46428746534,633$2,4770.51%
35VANGUARD SCOTTSDALE FDS92206C10242,222$2,4720.51%
36PIMCO ETF TR72201R83321,331$2,1170.43%
37ISHARES TR46432F83428,948$1,7930.37%
38VANGUARD INDEX FDS9229083634,661$1,7530.36%
39SCHWAB STRATEGIC TR80852470669,327$1,7000.35%
40ISHARES TR46428740810,945$1,6610.34%
41ISHARES INC46434G10330,865$1,5060.31%
42MICROSOFT CORPMSFT5,065$1,4600.30%
43APOLLO COML REAL EST FIN INC03762U105156,557$1,4580.30%
44ISHARES TR4642872003,385$1,3920.28%
45ARES COML REAL ESTATE CORP04013V108144,406$1,3130.27%
46APPLE INCAAPL6,794$1,1200.23%
47ISHARES TR46428818216,366$1,1110.23%
48VANGUARD INDEX FDS9229086527,604$1,0660.22%
49SELECT SECTOR SPDR TR81369Y2097,485$9690.20%
50ISHARES TR46428852118,598$9370.19%
51ISHARES TR46434VBG433,800$8310.17%
52ISHARES TR46428723420,519$8100.17%
53ISHARES TR4642886797,081$7820.16%
54SELECT SECTOR SPDR TR81369Y30810,111$7550.15%
55ISHARES TR46434VAX828,865$7270.15%
56INVESCO QQQ TRIVZ2,166$6950.14%
57UNITED PARCEL SERVICE INCUPS3,432$6660.14%
58ISHARES TR4642875984,046$6160.13%
59EXXON MOBIL CORPXOM5,330$5840.12%
60VANGUARD INTL EQUITY INDEX F9220427426,270$5770.12%
61MCDONALDS CORPMCD1,815$5080.10%
62PFIZER INCPFE11,822$4820.10%
63ISHARES TR46434VBD118,840$4620.09%
64ISHARES TR4642876635,864$4330.09%
65DUKE ENERGY CORP NEWDUKB4,364$4210.09%
66WASTE MGMT INC DEL94106L1092,557$4170.09%
67BERKSHIRE HATHAWAY INC DELBRK-A1,260$3890.08%
68VANGUARD INTL EQUITY INDEX F9220427183,293$3600.07%
69ORACLE CORPORCL-PD3,700$3440.07%
70PNC FINL SVCS GROUP INC6934751052,654$3370.07%
71ALPHABET INCGOOG3,220$3350.07%
72MARSH & MCLENNAN COS INC5717481021,987$3310.07%
73TANGER FACTORY OUTLET CTRS ISKT16,000$3140.06%
74ISHARES TR4642874994,488$3140.06%
75AMAZON COM INCAMZN2,881$2980.06%
76BLACKROCK ENHANCED EQUITY DIBLK33,809$2900.06%
77MERCK & CO INCMRK2,578$2740.06%
78SCHWAB STRATEGIC TR80852484713,757$2680.05%
79ACCENTURE PLC IRELANDACN937$2680.05%
80JOHNSON & JOHNSONJNJ1,718$2660.05%
81NEXTERA ENERGY INCNEE-PW3,350$2580.05%
82PROCTER AND GAMBLE CO7427181091,643$2440.05%
83ISHARES TR46435GAA010,105$2400.05%
84QUALCOMM INCQCOM1,847$2360.05%
85ISHARES TR46435UAA99,779$2330.05%
86SPDR S&P MIDCAP 400 ETF TRMDY506$2320.05%
87ISHARES TR46435U5159,096$2270.05%
88ENBRIDGE INCENNPF5,890$2250.05%
89GALLAGHER ARTHUR J & CO3635761091,162$2220.05%
90CISCO SYS INCCSCO4,134$2160.04%
91SPDR INDEX SHS FDS78463X8896,392$2050.04%
92ISHARES TR4642873093,196$2040.04%
93CVS HEALTH CORPCVS2,700$2010.04%
94INVESCO ACTVELY MNGD ETC FDIVZ13,805$1960.04%
95JPMORGAN CHASE & COVYLD1,504$1960.04%
96CITIGROUP INCC-PR4,000$1880.04%
97VANGUARD ADMIRAL FDS INC9219328852,192$1860.04%
98AUTOMATIC DATA PROCESSING INADP821$1830.04%
99FEDEX CORPFDX800$1830.04%
100CORTEVA INCCTVA3,000$1810.04%
101ISHARES TR46436E2057,548$1730.04%
102HEICO CORP NEWHEI-A1,249$1700.03%
103ISHARES TR4642877211,835$1700.03%
104DIMENSIONAL ETF TRUST25434V8075,184$1670.03%
105DIMENSIONAL ETF TRUST25434V7086,477$1650.03%
106ISHARES TR4642878871,420$1560.03%
107CORNING INCGLW4,400$1550.03%
108ISHARES TR464287655835$1490.03%
109LULULEMON ATHLETICA INCLULU407$1480.03%
110SERVICENOW INCNOW299$1390.03%
111MASTERCARD INCORPORATEDMA383$1390.03%
112PHILIP MORRIS INTL INC7181721091,400$1360.03%
113VANGUARD SPECIALIZED FUNDS921908844880$1360.03%
114ISHARES TR4642882402,712$1320.03%
115VANGUARD ADMIRAL FDS INC9219328281,468$1300.03%
116VANGUARD WORLD FDS92204A3061,129$1290.03%
117MORGAN STANLEYMS-PQ1,453$1280.03%
118ALTRIA GROUP INCMO2,485$1110.02%
119PEPSICO INCPEP600$1090.02%
120VERTEX PHARMACEUTICALS INCVRTX342$1080.02%
121ALPHABET INCGOOG1,030$1070.02%
122SCHWAB STRATEGIC TR8085247971,466$1070.02%
123VANGUARD WORLD FD921910873742$1060.02%
124SEMPRASREA691$1040.02%
125STEEL DYNAMICS INCSTLD885$1000.02%
126SPDR INDEX SHS FDS78463X5092,802$960.02%
127TESLA INCTSLA448$930.02%
128GENERAL MTRS CO37045V1002,500$920.02%
129NUCOR CORPNUE596$920.02%
130META PLATFORMS INCMETA420$890.02%
131INVESCO EXCH TRADED FD TR IIIVZ3,457$880.02%
132INTERNATIONAL BUSINESS MACHSINTR602$790.02%
133HOME DEPOT INCHD264$780.02%
134INVESCO EXCH TRADED FD TR IIIVZ1,230$770.02%
135VANGUARD BD INDEX FDS921937827993$760.02%
136PRICE T ROWE GROUP INCTROW660$750.02%
137ABBVIE INCABBV443$710.01%
138WISDOMTREE TRWT768$700.01%
139THERMO FISHER SCIENTIFIC INCTMO121$700.01%
140VANGUARD INDEX FDS922908736279$700.01%
141UNITEDHEALTH GROUP INCUNH146$690.01%
142BOEING COBA-PA322$680.01%
143VISA INCV295$670.01%
144ISHARES TR464287507257$640.01%
145SCHLUMBERGER LTDSLB1,200$590.01%
146FOSTER L B COFSTR5,000$570.01%
147GOLDMAN SACHS ETF TRNVGLF677$550.01%
148UNION PAC CORPUNP264$530.01%
149EATON CORP PLCETN300$510.01%
150DOW INCDOW916$500.01%
151SELECT SECTOR SPDR TR81369Y407323$480.01%
152CLEVELAND-CLIFFS INC NEWCLF2,558$470.01%
153ISHARES TR464287630340$470.01%
154AXON ENTERPRISE INCAXON200$450.01%
155BROADRIDGE FINL SOLUTIONS IN11133T103295$430.01%
156PPG INDS INC693506107320$430.01%
157LOWES COS INC548661107206$410.01%
158MICRON TECHNOLOGY INCMU679$410.01%
159BLACKROCK MUNICIPAL INCOMEBLK3,478$410.01%
160TAIWAN SEMICONDUCTOR MFG LTD874039100421$390.01%
161AT&T INCT-PC1,966$380.01%
162VANGUARD WORLD FDS92204A504155$370.01%
163VEEVA SYS INCVEEV201$370.01%
164VANGUARD WORLD FD921910725710$370.01%
165BANK AMERICA CORP0605051041,254$360.01%
166ISHARES TR464288661305$360.01%
167MICROCHIP TECHNOLOGY INC.MCHPP408$340.01%
168NOVO-NORDISK A SNONOF211$340.01%
169ISHARES INC464286608738$330.01%
170ETSY INCETSY300$330.01%
171CAMPBELL SOUP COCPB579$320.01%
172PAYCOM SOFTWARE INCPAYC102$310.01%
173VANGUARD WORLD FD921910733430$310.01%
174KINSALE CAP GROUP INC49714P108100$300.01%
175SPDR GOLD TRGLD166$300.01%
176NOVARTIS AGNVSEF320$290.01%
177BURLINGTON STORES INCBURL143$290.01%
178DIMENSIONAL ETF TRUST25434V8801,273$290.01%
179VANGUARD WHITEHALL FDS921946794465$290.01%
180INVESCO EXCH TRADED FD TR IIIVZ374$290.01%
181ISHARES TR464287226287$290.01%
182FORTINET INCFTNT415$280.01%
183BOOKING HOLDINGS INCBKNG10$270.01%
184ISHARES GOLD TRIAU729$270.01%
185CHEVRON CORP NEWCVX165$270.01%
186INVESCO DB COMMDY INDX TRCKIVZ1,106$260.01%
187ISHARES TR464287481286$260.01%
188NORTHROP GRUMMAN CORPNOC54$250.01%
189UNILEVER PLCUNLYF480$250.01%
190NVIDIA CORPORATIONNVDA88$240.00%
191GSK PLCGLAXF685$240.00%
192BLACKROCK INCBLK35$230.00%
193NUVEEN AMT FREE QLTY MUN INCNU2,078$230.00%
194ASTRAZENECA PLCAZN314$220.00%
195MARKETAXESS HLDGS INCMKTX55$220.00%
196U S SILICA HLDGS INC90346E1031,800$210.00%
197AMERIPRISE FINL INC03076C10669$210.00%
198KIMBERLY-CLARK CORPKMB151$200.00%
199CME GROUP INCCME100$190.00%
200BLACKROCK MUNIHOLDINGS FD INBLK1,554$190.00%
201MONSTER BEVERAGE CORP NEWMNST360$190.00%
202GILEAD SCIENCES INCGILD218$180.00%
203AMERICAN ELEC PWR CO INC025537101200$180.00%
204PAYLOCITY HLDG CORPPCTY89$180.00%
205WALMART INCWMT119$180.00%
206HDFC BANK LTDHDB248$170.00%
207COGNIZANT TECHNOLOGY SOLUTIOCTSH270$160.00%
208SELECT SECTOR SPDR TR81369Y506190$160.00%
209VANGUARD WORLD FDS92204A70242$160.00%
210WALKER & DUNLOP INCWD199$150.00%
211AMERICAN WTR WKS CO INC NEW030420103100$150.00%
212BIOGEN INCBIIB50$140.00%
213VIRTUS DIVIDEND INTEREST & PNFJ1,213$140.00%
214VALERO ENERGY CORPVLO100$140.00%
215DISCOVER FINL SVCS254709108129$130.00%
216ATMOS ENERGY CORPATO120$130.00%
217CHESAPEAKE UTILS CORP16530310890$120.00%
218HP INCHPQ400$120.00%
219PLUG POWER INCPLUG1,035$120.00%
220VOYA GLBL ADV & PREM OPP FD92912R1041,460$120.00%
221MFS MUN INCOME TR5527381062,112$110.00%
222KENNAMETAL INCKMT400$110.00%
223PHILLIPS 66PSX110$110.00%
224DISNEY WALT CO254687106107$110.00%
225MFS INVT GRADE MUN TR59318B1081,312$100.00%
226CROWN CASTLE INCCCI72$100.00%
227HALEON PLCHLNCF1,177$100.00%
228ADVANCED MICRO DEVICES INCAMD102$100.00%
229DATADOG INCDDOG130$90.00%
230CHENIERE ENERGY INCLNG50$80.00%
231COMCAST CORP NEWCCZ220$80.00%
232RAYTHEON TECHNOLOGIES CORPRTX81$80.00%
233NORFOLK SOUTHN CORP65584410840$80.00%
234INTEL CORPINTC260$80.00%
235SPDR SER TR78468R200260$80.00%
236PRUDENTIAL FINL INCPUKPF81$70.00%
237BRISTOL-MYERS SQUIBB COCELG-RI100$70.00%
238MSA SAFETY INCMNESP50$70.00%
239DOLLAR TREE INCDLTR52$70.00%
240INTUITIVE SURGICAL INCISRG27$70.00%
241ADOBE SYSTEMS INCORPORATEDADBE18$70.00%
242ISHARES TR46429B66360$60.00%
243HEWLETT PACKARD ENTERPRISE CHPE-PC400$60.00%
244SONY GROUP CORPORATIONSNEJF54$50.00%
2453M COMMM49$50.00%
246INVESCO MUN OPPORTUNITY TRIVZ492$50.00%
247SPLUNK INC84863710449$50.00%
248SALESFORCE INCCRM26$50.00%
249LAM RESEARCH CORPLRCX7$40.00%
250BED BATH & BEYOND INCBBBY-WT9,600$40.00%
251ABBOTT LABSABLZF38$40.00%
252QUANTUMSCAPE CORPQS500$40.00%
253PAYPAL HLDGS INCPYPL51$40.00%
254BUTTERFLY NETWORK INCBFLY2,000$40.00%
255KRAFT HEINZ COKHC69$30.00%
256VANGUARD WORLD FDS92204A40540$30.00%
257EATON VANCE MUN BD FDETN297$30.00%
258FUELCELL ENERGY INCFCELB1,000$30.00%
259WARNER BROS DISCOVERY INCWBD192$30.00%
260HUNTINGTON BANCSHARES INCHBANP271$30.00%
261BROADCOM INCAVGO5$30.00%
262FORD MTR CO DEL345370860275$30.00%
263ISHARES INC46428639214$20.00%
264INVESCO EXCH TRADED FD TR IIIVZ12$20.00%
265ELECTRONIC ARTS INCEA20$20.00%
266ALIBABA GROUP HLDG LTDBBAAY17$20.00%
267GENERAL ELECTRIC CO36960430124$20.00%
268MARRIOTT INTL INC NEW5719032024$10.00%
269LITHIUM AMERS CORP NEWLTUM39$10.00%
270COINBASE GLOBAL INCCOIN15$10.00%
271SELECT SECTOR SPDR TR81369Y88612$10.00%
272KYNDRYL HLDGS INCKD39$10.00%
273PENUMBRA INCPEN5$10.00%
274STELLANTIS N.VSTLA30$10.00%
275PEAR THERAPEUTICS INC7047231054,502$10.00%
276BRIGHTHOUSE FINL INC10922N10313$10.00%
277TORTOISE ENERGY INFRA CORPTYG39$10.00%
278GE HEALTHCARE TECHNOLOGIESGEHC8$10.00%
279OGE ENERGY CORPOGE37$10.00%
280MATTEL INCMAT30$10.00%
281ASML HOLDING N VASMLF1$10.00%
282ARK ETF TR00214Q10415$10.00%
283NOVOCURE LTDNVCR20$10.00%
284ALGONQUIN PWR UTILS CORP01585710560$10.00%
285VERIZON COMMUNICATIONS INCVZ25$10.00%
286VIATRIS INCVTRS84$10.00%
287FEDERATED HERMES INCFHI15$10.00%
288NETFLIX INCNFLX3$10.00%
289FIDELITY COVINGTON TRUST31609285724$10.00%
290RUMBLE INCRUMBW5$00.00%
291SEA LTDSE1$00.00%
292INVESCO EXCHANGE TRADED FD TIVZ7$00.00%
293ARK ETF TR00214Q7086$00.00%
294VISHAY INTERTECHNOLOGY INCVSH5$00.00%
295UNDER ARMOUR INCUA9$00.00%
296AMERICAN TOWER CORP NEW03027X1001$00.00%
297NORTHWEST BANCSHARES INC MDNWBI20$00.00%
298UBER TECHNOLOGIES INCUBER3$00.00%
299LI AUTO INCLAAOF4$00.00%
300SYNOPSYS INCSNPS1$00.00%
301PENN ENTERTAINMENT INCPENN5$00.00%
302FIRSTENERGY CORPFE11$00.00%
303STARBUCKS CORPSBUX3$00.00%
304CELSIUS HLDGS INCCELH1$00.00%
305CHARGEPOINT HOLDINGS INCCHPT37$00.00%
306NIO INCNIOIF5$00.00%
307NIKOLA CORPNODK1$00.00%
308SILVERGATE CAP CORP82837P40814$00.00%
309ECOLAB INCECL1$00.00%
310ORGANON & COOGN19$00.00%
311BLOCK INCBSQKZ4$00.00%
312ENDAVA PLCDAVA4$00.00%
313ACTIVISION BLIZZARD INC00507V1091$00.00%
314PALANTIR TECHNOLOGIES INCPLTR5$00.00%
315OCCIDENTAL PETE CORP6745991055$00.00%
316PANGAEA LOGISTICS SOLUTION LG6891L10510$00.00%
317ISHARES TR4642873411$00.00%
318AURORA CANNABIS INCACB44$00.00%
319HASBRO INCHAS4$00.00%
320BRIDGETOWN HOLDINGS LTDG1355U1131$00.00%