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

Roble, Belko & Company, Inc

Quarter ended Q3 2023 · Filed August 4, 2023 · Accession 0001642305-23-000008

Total Value
$504,041
Positions
321
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (321)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769328,263$72,31014.35%
2VANGUARD STAR FDS921909768654,345$36,6967.28%
3VANGUARD TAX-MANAGED FDS921943858632,285$29,1995.79%
4VANGUARD INTL EQUITY INDEX922042775459,902$25,0234.96%
5ISHARES TR BLACKROCK ULTRA46434V878454,431$22,8584.53%
6VANGUARD BD INDEX FDS921937835289,291$21,0294.17%
7SELECT SECTOR SPDR TR81369Y803109,174$18,9813.77%
8SPDR S&P 500 ETF TRSPY41,541$18,4143.65%
9VANGUARD WHITEHALL FDS921946406160,648$17,0403.38%
10SPDR SER TR S&P DIVID ETF78464A763137,444$16,8483.34%
11VANGUARD SCOTTSDALE92206C706264,233$15,5003.08%
12SCHWAB STRATEGIC TR808524102283,075$14,6352.90%
13ISHARES TR RUS 1000 GRW ETF46428761452,493$14,4452.87%
14VANGUARD INDEX FDS92290863767,108$13,6042.70%
15VANGUARD WHITEHALL FDS921946794204,651$12,9342.57%
16VANGUARD INDEX FDS922908553148,321$12,3942.46%
17VANGUARD INTL EQUITY INDEX922042858283,824$11,5462.29%
18VANGUARD BD INDEX FDS92203C303197,325$9,7001.92%
19ISHARES TR RUSSELL 3000 ETF46428768937,929$9,6521.91%
20TJX COS INC NEW872540109100,102$8,4881.68%
21VANGUARD MALVERN FDS922020805154,650$7,3341.46%
22ISHARES TR S&P 100 ETF46428710133,978$7,0361.40%
23VANGUARD SCOTTSDALE FDS92206C102103,941$6,0011.19%
24ISHARES TR CORE S&P TTL STK46428715061,160$5,9841.19%
25ISHARES TR CORE S&P SCP ETF46428780454,839$5,4651.08%
26ISHARES TR CORE MSCI EAFE46432F84266,376$4,4800.89%
27ISHARES TR RUS 1000 ETF46428762217,713$4,3170.86%
28VANGUARD INDEX FDS92290875117,371$3,4550.69%
29KKR REAL ESTATE FIN TR INCKKRT277,691$3,3800.67%
30ISHARES U S ETF TR BLACKROCK ST MAT46431W50761,399$3,0530.61%
31J P MORGAN EXCHANGE46641Q83753,767$2,6960.53%
32SCHWAB STRATEGIC TR80852480575,052$2,6760.53%
33ISHARES TR MSCI EAFE ETF46428746534,633$2,5110.50%
34SPDR SER TR PORTFOLI S&P150078464A80537,584$2,0460.41%
35ISHARES TR CORE MSCI TOTAL46432F83430,055$1,8820.37%
36VANGUARD INDEX FDS9229083634,456$1,8150.36%
37ISHARES TR S&P 500 VAL ETF46428740810,945$1,7640.35%
38APOLLO COML REAL EST FIN INC03762U105146,813$1,6620.33%
39PIMCO ETF TR72201R83316,648$1,6610.33%
40ISHARES INC CORE MSCI EMKT46434G10330,866$1,5210.30%
41ISHARES TR CORE S&P500 ETF4642872003,075$1,3710.27%
42MICROSOFT CORPMSFT3,285$1,1190.22%
43ISHARES TR IBONDS DEC24 ETF46434VBG442,336$1,0420.21%
44SCHWAB STRATEGIC TR80852470641,609$1,0250.20%
45VANGUARD INDEX FDS9229086526,636$9880.20%
46SELECT SECTOR SPDR TR81369Y2097,108$9430.19%
47ISHARES TR CRE U S REIT ETF46428852117,710$9100.18%
48ISHARES TR MSCI EMG MKT ETF46428723420,519$8120.16%
49INVESCO QQQ TRIVZ2,166$8000.16%
50ISHARES TR IBONDS DEC23 ETF46434VAX831,247$7900.16%
51ISHARES TR SHORT TREAS BD4642886797,082$7820.16%
52SELECT SECTOR SPDR TR81369Y30810,111$7500.15%
53APPLE INCAAPL3,366$6530.13%
54ISHARES TR RUS 1000 VAL ETF4642875984,046$6390.13%
55UNITED PARCEL SERVICE INCUPS3,432$6150.12%
56VANGUARD INTL EQUITY INDEX F9220427426,270$6080.12%
57EXXON MOBIL CORPXOM5,384$5770.11%
58VANGUARD WHITEHALL FDS9219468106,801$5110.10%
59ISHARES TR IBONDS DEC 2946436E20522,078$4960.10%
60ISHARES TR IBONDS DEC25 ETF46434VBD118,840$4590.09%
61ISHARES TR CORE S&P US VLU4642876635,864$4590.09%
62ORACLE CORPORCL-PD3,700$4410.09%
63BERKSHIRE HATHAWAY INC DELBRK-A1,260$4300.09%
64DUKE ENERGY CORP NEWDUKB4,364$3920.08%
65VANGUARD INTL EQUITY INDEX F9220427183,392$3750.07%
66MARSH & MCLENNAN COS INC5717481021,987$3740.07%
67TANGER FACTORY OUTLET CTRSSKT16,000$3530.07%
68AMAZON COM INCAMZN2,661$3470.07%
69PNC FINL SVCS GROUP INC6934751052,654$3340.07%
70ALPHABET INCGOOG2,715$3280.07%
71ISHARES TR RUS MID CAP ETF4642874994,488$3280.07%
72ACCENTURE PLC IRELANDACN937$2890.06%
73JOHNSON & JOHNSONJNJ1,718$2840.06%
74ISHARES TR IBDS DEC28 ETF46435U51511,117$2720.05%
75SCHWAB STRATEGIC TR80852484713,088$2560.05%
76GALLAGHER ARTHUR J & CO3635761091,162$2550.05%
77PROCTER AND GAMBLE CO7427181091,643$2490.05%
78ISHARES TR IBONDS DEC202646435GAA010,105$2370.05%
79ISHARES TR IBONDS 27 ETF46435UAA99,779$2300.05%
80ISHARES TR S&P 500 GRWT ETF4642873093,196$2250.04%
81QUALCOMM INCQCOM1,847$2200.04%
82JPMORGAN CHASE & COVYLD1,504$2190.04%
83ENBRIDGE INCENNPF5,890$2190.04%
84PFIZER INCPFE5,829$2140.04%
85O-I GLASS INCOI10,000$2130.04%
86SPDR INDEX SHS FDS78463X8896,392$2080.04%
87ISHARES TR IBONDS DEC 203046436E7269,707$2060.04%
88ISHARES TR4642877211,835$2000.04%
89CISCO SYS INCCSCO3,716$1920.04%
90CVS HEALTH CORPCVS2,700$1870.04%
91CITIGROUP INCC-PR4,000$1840.04%
92AUTOMATIC DATA PROCESSING INADP821$1800.04%
93DIMENSIONAL ETF TRUST25434V7086,477$1760.03%
94CORTEVA INCCTVA3,000$1720.03%
95DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V8075,184$1700.03%
96SERVICENOW INCNOW299$1680.03%
97ISHARES TR S&P SML 600 GWT4642878871,420$1630.03%
98ISHARES TR RUSSELL 2000 ETF464287655835$1560.03%
99CORNING INCGLW4,400$1540.03%
100LULULEMON ATHLETICA INCLULU407$1540.03%
101FEDEX CORPFDX579$1440.03%
102VANGUARD SPECIALIZED921908844880$1430.03%
103PHILIP MORRIS INTL INC7181721091,400$1370.03%
104VANGUARD ADMIRAL FDS INC9219328281,468$1350.03%
105MASTERCARD INCORPORATEDMA333$1310.03%
106VANGUARD WORLD FDS92204A3061,129$1270.03%
107MORGAN STANLEYMS-PQ1,453$1240.02%
108ALPHABET INCGOOG1,030$1230.02%
109VERTEX PHARMACEUTICALS INCVRTX342$1200.02%
110TESLA INCTSLA448$1170.02%
111VANGUARD WORLD FDS921910873742$1160.02%
112ALTRIA GROUP INCMO2,485$1130.02%
113PEPSICO INCPEP600$1110.02%
114SEMPRASREA691$1010.02%
115ISHARES TR CORE US AGGBD ET4642872261,034$1010.02%
116SCHWAB STRATEGIC TR8085247971,346$980.02%
117NUCOR CORPNUE598$980.02%
118SPDR INDEX78463X5092,802$960.02%
119BLACKROCK ENHANCED EQUITY DIBLK11,264$940.02%
120INVESCO EXCH TRADED FDIVZ3,435$900.02%
121INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELDIVZ6,159$840.02%
122HOME DEPOT INCHD264$820.02%
123VANGUARD INDEX FDS922908736279$790.02%
124INVESCO EXCH TRADED FDIVZ1,230$770.02%
125STEEL DYNAMICS INCSTLD703$770.02%
126VANGUARD BD INDEX FDS921937827993$750.01%
127PRICE T ROWE GROUP INCTROW660$740.01%
128FOSTER L B COFSTR5,000$710.01%
129VISA INCV295$700.01%
130UNITEDHEALTH GROUP INCUNH146$700.01%
131BOEING COBA-PA322$680.01%
132ISHARES TR CORE S&P MCP ETF464287507258$670.01%
133THERMO FISHER SCIENTIFIC INCTMO121$630.01%
134ABBVIE INCABBV443$600.01%
135EATON CORP PLCETN300$600.01%
136SCHLUMBERGER LTDSLB1,200$590.01%
137GOLDMAN SACHS ETF TRNVGLF677$590.01%
138META PLATFORMS INCMETA205$590.01%
139ISHARES TR464288661498$570.01%
140SELECT SECTOR SPDR TR81369Y407323$550.01%
141UNION PAC CORPUNP264$540.01%
142SPDR INDEX SHS FDS78463X7721,452$500.01%
143BROADRIDGE FINL SOLUTIONS IN11133T103295$490.01%
144ISHARES TR RUS 2000 VAL ETF464287630340$480.01%
145LOWES COS INC548661107206$470.01%
146PPG INDS INC693506107320$470.01%
147CLEVELAND-CLIFFS INC NEWCLF2,558$430.01%
148TAIWAN SEMICONDUCTOR MFG LTD874039100421$420.01%
149DOW INCDOW773$410.01%
150VEEVA SYS INCVEEV201$400.01%
151MICRON TECHNOLOGY INCMU624$390.01%
152AXON ENTERPRISE INCAXON200$390.01%
153VANGUARD WORLD FDS921910725710$380.01%
154VANGUARD WORLD FDS92204A504155$380.01%
155MICROCHIP TECHNOLOGY INC.MCHPP408$370.01%
156BANK AMERICA CORP0605051041,254$360.01%
157NOVO-NORDISK A SNONOF211$340.01%
158FREEPORT-MCMORAN INCFCX941$340.01%
159ISHARES INC MSCI464286608738$340.01%
160INTERNATIONAL BUSINESS MACHSINTR254$340.01%
161PAYCOM SOFTWARE INCPAYC102$330.01%
162NOVARTIS AGNVSEF320$320.01%
163CHEVRON CORP NEWCVX194$310.01%
164VANGUARD WORLD FDS921910733391$310.01%
165AT&T INCT-PC1,966$310.01%
166NEXTERA ENERGY INCNEE-PW412$310.01%
167FORTINET INCFTNT415$310.01%
168DIMENSIONAL ETF TRUST25434V8801,273$300.01%
169SPDR GOLD TRGLD166$300.01%
170ISHARES TR RUS MD CP GR ETF464287481286$280.01%
171INVESCO EXCH TRADED FDIVZ374$270.01%
172BOOKING HOLDINGS INCBKNG10$270.01%
173ISHARES GOLD TR ISHARES NEWIAU729$270.01%
174NORTHROP GRUMMAN CORPNOC54$250.00%
175ETSY INCETSY300$250.00%
176INVESCO DB COMMDY INDXIVZ1,106$250.00%
177UNILEVER PLCUNLYF480$250.00%
178GSK PLCGLAXF685$240.00%
179BLACKROCK INCBLK35$240.00%
180NUVEEN AMT FREE QLTY MUN INCNU2,078$230.00%
181BURLINGTON STORES INCBURL143$230.00%
182AMERIPRISE FINL INC03076C10669$230.00%
183U S SILICA HLDGS INC90346E1031,800$220.00%
184ASTRAZENECA PLCAZN314$220.00%
185MERCK & CO INCMRK192$220.00%
186MONSTER BEVERAGE CORP NEWMNST360$210.00%
187WALMART INCWMT126$200.00%
188VANGUARD WORLD FDS92204A70242$190.00%
189CME GROUP INCCME100$190.00%
190BLACKROCK MUNIHOLDINGS FD INBLK1,554$180.00%
191COGNIZANT TECHNOLOGY SOLUTIOCTSH270$180.00%
192GILEAD SCIENCES INCGILD218$170.00%
193HDFC BANK LTDHDB248$170.00%
194AMERICAN ELEC PWR CO INC025537101200$170.00%
195PAYLOCITY HLDG CORPPCTY89$160.00%
196WALKER & DUNLOP INCWD199$160.00%
197DISCOVER FINL SVCS254709108129$150.00%
198PHILLIPS 66PSX162$150.00%
199SELECT SECTOR SPDR TR81369Y506190$150.00%
200WASTE MGMT INC DEL94106L10984$150.00%
201STEREOTAXIS INCSTXS10,000$150.00%
202VIRTUS DIVIDEND INTEREST & PNFJ1,213$150.00%
203MARKETAXESS HLDGS INCMKTX55$140.00%
204BLACKSTONE MTG TR INCBX650$140.00%
205ATMOS ENERGY CORPATO120$140.00%
206AMERICAN WTR WKS CO INC NEW030420103100$140.00%
207BIOGEN INCBIIB50$140.00%
208DATADOG INCDDOG130$130.00%
209VALERO ENERGY CORPVLO100$120.00%
210HP INCHPQ400$120.00%
211VOYA GLBL ADV & PREM OPP FD92912R1041,460$120.00%
212KENNAMETAL INCKMT400$110.00%
213PLUG POWER INCPLUG1,035$110.00%
214CHESAPEAKE UTILS CORP16530310890$110.00%
215DISNEY WALT CO254687106107$100.00%
216HALEON PLCHLNCF1,177$100.00%
217INTEL CORPINTC260$90.00%
218MSA SAFETY INCMNESP50$90.00%
219NORFOLK SOUTHN CORP65584410840$90.00%
220ADOBE SYSTEMS INCORPORATEDADBE18$90.00%
221SPDR S&P MIDCAP 400 ETF TRMDY19$90.00%
222INTUITIVE SURGICAL INCISRG27$90.00%
223COMCAST CORP NEWCCZ220$90.00%
224CHENIERE ENERGY INCLNG50$80.00%
225SPDR SER TR78468R200260$80.00%
226RAYTHEON TECHNOLOGIES CORPRTX81$80.00%
227CROWN CASTLE INCCCI72$80.00%
228DOLLAR TREE INCDLTR52$70.00%
229HEWLETT PACKARD ENTERPRISE CHPE-PC400$70.00%
230PRUDENTIAL FINL INCPUKPF81$70.00%
231MARVELL TECHNOLOGY INCMRVL100$60.00%
232BRISTOL-MYERS SQUIBB COCELG-RI100$60.00%
233ISHARES TR CORE HIGH DV ETF46429B66360$60.00%
234OCCIDENTAL PETE CORP67459910584$50.00%
235SALESFORCE INCCRM26$50.00%
236VANGUARD INDEX FDS92290861128$50.00%
237CONOCOPHILLIPSCOP47$50.00%
238SPLUNK INC84863710449$50.00%
239ARES COML REAL ESTATE CORP04013V108493$50.00%
240BUTTERFLY NETWORK INCBFLY2,000$50.00%
241FORD MTR CO DEL345370860275$40.00%
242MARATHON OIL CORPMARA178$40.00%
243QUANTUMSCAPE CORPQS500$40.00%
244DEVON ENERGY CORP NEW25179M10373$40.00%
245CANADIAN NAT RES LTD13638510177$40.00%
246BROADCOM INCAVGO5$40.00%
247CAMPBELL SOUP COCPB86$40.00%
248HALLIBURTON COHAL134$40.00%
249COTERRA ENERGY INCCTRA154$40.00%
250HUNTINGTON BANCSHARES INCHBANP271$30.00%
251CATALYST PHARMACEUTICALS INCCPRX200$30.00%
252PAYPAL HLDGS INCPYPL51$30.00%
253ELECTRONIC ARTS INCEA20$30.00%
254GENERAL ELECTRIC CO36960430124$30.00%
255EATON VANCE MUN BD FDETN297$30.00%
256KRAFT HEINZKHC69$20.00%
257WARNER BROS DISCOVERY INCWBD192$20.00%
258PENUMBRA INCPEN5$20.00%
259MARRIOTT INTL INC NEW57190320211$20.00%
260ISHARES INC MSCI WORLD ETF46428639214$20.00%
261FUELCELL ENERGY INCFCELB1,000$20.00%
262ORASURE TECHNOLOGIES INCOSUR100$20.00%
263NORWEGIAN CRUISE LINE HLDG LNCLH100$20.00%
264INVESCO EXCH TRADED FDIVZ12$20.00%
265FIDELITY COVINGTON TRUST31609285724$10.00%
266LITHIUM AMERS CORP NEWLTUM39$10.00%
267DEXCOM INCDXCM10$10.00%
268ALIBABA GROUP HLDG LTDBBAAY17$10.00%
269VERIZON COMMUNICATIONSVZ25$10.00%
270ASML HOLDING N VASMLF1$10.00%
271BRIGHTHOUSE FINL INC10922N10313$10.00%
272GE HEALTHCARE TECHNOLOGIES IGEHC8$10.00%
273MATTEL INCMAT30$10.00%
274SELECT SECTOR SPDR TR81369Y60536$10.00%
275OGE ENERGY CORPOGE37$10.00%
276TORTOISE ENERGY INFRA CORPTYG39$10.00%
277NETFLIX INCNFLX3$10.00%
278STELLANTIS N.VSTLA30$10.00%
279NOVOCURE LTDNVCR20$10.00%
280SELECT SECTOR SPDR TR81369Y88612$10.00%
281ROYAL CARIBBEAN GROUPV7780T1035$10.00%
282VIATRIS INCVTRS84$10.00%
283FEDERATED HERMES INCFHI15$10.00%
284COINBASE GLOBAL INCCOIN15$10.00%
285ARK ETF TR00214Q10415$10.00%
286CHARGEPOINT HOLDINGS INCCHPT37$00.00%
287AURORA CANNABIS INCACB44$00.00%
288UNDER ARMOUR INCUA9$00.00%
289CELSIUS HLDGS INCCELH1$00.00%
290ECOLAB INCECL1$00.00%
291ISHARES TR GLOBAL ENERG ETF4642873411$00.00%
292NIKOLA CORPNODK1$00.00%
293SEA LTDSE1$00.00%
294SONY GROUP CORPORATIONSNEJF1$00.00%
295SYNOPSYS INCSNPS1$00.00%
296PANGAEA LOGISTICS SOLUTION LG6891L10510$00.00%
297NORTHWEST BANCSHARES INC MDNWBI20$00.00%
298ORGANON & COOGN19$00.00%
299ALGONQUIN PWR UTILS CORP01585710560$00.00%
300PENN ENTERTAINMENT INCPENN15$00.00%
301SILVERGATE CAP CORP82837P40814$00.00%
302BRIDGETOWN HOLDINGS LTDG1355U1131$00.00%
303AMERICAN TOWER CORP NEW03027X1001$00.00%
304ACTIVISION BLIZZARD INC00507V1091$00.00%
305UBER TECHNOLOGIES INCUBER3$00.00%
306STARBUCKS CORPSBUX3$00.00%
307PEAR THERAPEUTICS INC7047231054,502$00.00%
308LI AUTO INCLAAOF4$00.00%
309HASBRO INCHAS4$00.00%
310ENDAVA PLCDAVA4$00.00%
311BITFARMS LTDBITF200$00.00%
312BLOCK INCBSQKZ4$00.00%
313ABBOTT LABSABLZF4$00.00%
314VISHAY INTERTECHNOLOGY INCVSH5$00.00%
315RUMBLE INCRUMBW5$00.00%
316PALANTIR TECHNOLOGIES INCPLTR5$00.00%
317NIO INCNIOIF5$00.00%
318RIVIAN AUTOMOTIVE INCRIVN6$00.00%
319ARK ETF TR00214Q7086$00.00%
320INVESCO EXCH TRADED FDIVZ7$00.00%
321FIRSTENERGY CORPFE11$00.00%