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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 Q4 2023 · Filed November 1, 2023 · Accession 0001642305-23-000010

Total Value
$489,026
Positions
327
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (327)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS 922908769327,344$69,53114.22%
2VANGUARD STAR FDS 921909768603,127$32,2796.60%
3VANGUARD TAX-MANAGED FDS 921943858728,762$31,8616.52%
4VANGUARD INTL EQUITY INDEX 922042775450,723$23,3794.78%
5ISHARES TR BLACKROCK ULTRA 46434V878459,407$23,1454.73%
6SPDR S&P 500 ETF TR SPY41,859$17,8943.66%
7SELECT SECTOR SPDR TR81369Y803106,127$17,3973.56%
8VANGUARD WHITEHALL FDS 921946406159,284$16,4573.37%
9SPDR SER TR S&P DIVID ETF78464A763135,967$15,6383.20%
10VANGUARD INDEX FDS 92290863773,964$14,4742.96%
11VANGUARD BD INDEX FDS 921937835206,028$14,3772.94%
12ISHARES TR RUS 1000 GRW ETF 46428761452,468$13,9562.85%
13SCHWAB STRATEGIC TR 808524102276,880$13,8022.82%
14VANGUARD INTL EQUITY INDEX 922042858324,705$12,7322.60%
15VANGUARD WHITEHALL FDS 921946794203,003$12,5642.57%
16VANGUARD INDEX FDS 922908553146,709$11,1002.27%
17VANGUARD BD INDEX FDS 92203C303201,596$9,9162.03%
18ISHARES TR RUSSELL 3000 ETF 46428768937,929$9,2951.90%
19TJX COS INC NEW 872540109100,102$8,8971.82%
20VANGUARD SCOTTSDALE 92206C706132,922$7,5961.55%
21VANGUARD MALVERN FDS 922020805156,453$7,3971.51%
22VANGUARD SCOTTSDALE FDS 92206C102125,022$7,2011.47%
23ISHARES TR S&P 100 ETF 46428710133,811$6,7841.39%
24ISHARES TR US TREAS BD ETF46429B267260,646$5,7451.17%
25ISHARES TR CORE S&P TTL STK 46428715060,747$5,7221.17%
26ISHARES TR CORE S&P SCP ETF 46428780454,499$5,1411.05%
27ISHARES TR CORE MSCI EAFE 46432F84266,376$4,2710.87%
28ISHARES TR RUS 1000 ETF 46428762217,493$4,1090.84%
29ISHARES TR 7-10 YR TRSY BD46428744041,822$3,8300.78%
30ISHARES TR 46428866133,812$3,8260.78%
31VANGUARD INDEX FDS 92290875118,867$3,5670.73%
32KKR REAL ESTATE FIN TR INC KKRT276,857$3,2860.67%
33ISHARES U S ETF TR BLACKROCK ST MAT 46431W50758,262$2,9070.59%
34J P MORGAN EXCHANGE46641Q83750,238$2,5210.52%
35SCHWAB STRATEGIC TR80852480574,043$2,5150.51%
36ISHARES TR MSCI EAFE ETF 46428746534,633$2,3870.49%
37SPDR SER TR PORTFOLI S&P150078464A80537,125$1,9490.40%
38ISHARES TR CORE MSCI TOTAL 46432F83429,970$1,7980.37%
39VANGUARD INDEX FDS 9229083634,415$1,7340.35%
40ISHARES TR S&P 500 VAL ETF 46428740811,181$1,7200.35%
41PIMCO ETF TR 72201R83316,648$1,6670.34%
42ISHARES INC CORE MSCI EMKT 46434G10330,866$1,4690.30%
43ISHARES TR CORE S&P500 ETF 4642872003,075$1,3210.27%
44ISHARES TR CRE U S REIT ETF 46428852124,048$1,1350.23%
45MICROSOFT CORP MSFT3,254$1,0280.21%
46SCHWAB STRATEGIC TR80852470640,872$9780.20%
47VANGUARD INDEX FDS 9229086526,403$9180.19%
48SELECT SECTOR SPDR TR81369Y2097,108$9150.19%
49ISHARES TR IBONDS DEC24 ETF 46434VBG434,181$8450.17%
50ISHARES TR SHORT TREAS BD 4642886797,082$7820.16%
51ISHARES TR MSCI EMG MKT ETF 46428723420,519$7790.16%
52INVESCO QQQ TR IVZ2,119$7590.16%
53SELECT SECTOR SPDR TR81369Y30810,111$6960.14%
54ISHARES TR IBONDS DEC 2030 46436E72634,007$6930.14%
55EXXON MOBIL CORP XOM5,317$6250.13%
56ISHARES TR IBONDS DEC23 ETF 46434VAX823,222$5890.12%
57APPLE INC AAPL3,422$5860.12%
58ISHARES TR RUS 1000 VAL ETF 4642875983,850$5850.12%
59VANGUARD INTL EQUITY INDEX F 9220427426,270$5840.12%
60ISHARES TR IBONDS DEC25 ETF 46434VBD122,321$5440.11%
61UNITED PARCEL SERVICE INC UPS3,432$5350.11%
62ISHARES TR IBONDS DEC 29 46436E20523,408$5130.10%
63VANGUARD WHITEHALL FDS 9219468106,802$4850.10%
64ISHARES TR CORE S&P US VLU 4642876635,864$4380.09%
65ORACLE CORP ORCL-PD3,700$3920.08%
66DUKE ENERGY CORP NEW DUKB4,364$3850.08%
67MARSH & MCLENNAN COS INC 5717481021,987$3780.08%
68TANGER FACTORY OUTLET CTRS SKT16,000$3620.07%
69ALPHABET INC GOOG2,665$3510.07%
70PNC FINL SVCS GROUP INC 6934751052,654$3260.07%
71AMAZON COM INC AMZN2,561$3260.07%
72ISHARES TR IBONDS DEC2026 46435GAA013,937$3250.07%
73ISHARES TR RUS MID CAP ETF 4642874994,488$3110.06%
74ISHARES TR IBDS DEC28 ETF 46435U51512,335$2960.06%
75ISHARES TR IBONDS 27 ETF 46435UAA912,114$2800.06%
76ACCENTURE PLC IRELAND ACN889$2730.06%
77GALLAGHER ARTHUR J & CO 3635761091,162$2650.05%
78JOHNSON & JOHNSON JNJ1,662$2590.05%
79PROCTER AND GAMBLE CO 7427181091,643$2400.05%
80SCHWAB STRATEGIC TR80852484713,096$2320.05%
81ISHARES TR S&P 500 GRWT ETF 4642873093,196$2190.04%
82JPMORGAN CHASE & CO VYLD1,504$2180.04%
83VANGUARD INTL EQUITY INDEX F 9220427181,953$2070.04%
84QUALCOMM INC QCOM1,847$2050.04%
85AUTOMATIC DATA PROCESSING IN ADP821$1980.04%
86ENBRIDGE INC ENNPF5,890$1980.04%
87SPDR INDEX SHS FDS 78463X8896,392$1980.04%
88CISCO SYS INC CSCO3,617$1940.04%
89ISHARES TR 4642877211,835$1930.04%
90CVS HEALTH CORP CVS2,700$1890.04%
91PFIZER INC PFE5,252$1740.04%
92DIMENSIONAL ETF TRUST 25434V7086,477$1700.03%
93DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V8075,184$1690.03%
94O-I GLASS INC OI10,000$1670.03%
95CITIGROUP INC C-PR4,000$1650.03%
96ISHARES TR RUSSELL 2000 ETF 464287655927$1640.03%
97SERVICENOW INC NOW280$1570.03%
98LULULEMON ATHLETICA INC LULU407$1570.03%
99ISHARES TR S&P SML 600 GWT 4642878871,420$1560.03%
100FEDEX CORP FDX579$1530.03%
101CORTEVA INC CTVA3,000$1530.03%
102VANGUARD WORLD FDS 92204A3061,129$1430.03%
103VANGUARD SPECIALIZED 921908844880$1370.03%
104BERKSHIRE HATHAWAY INC DEL BRK-A1,037$1340.03%
105HEICO CORP NEWHEI-A1,037$1340.03%
106CORNING INC GLW4,400$1340.03%
107MASTERCARD INCORPORATED MA333$1320.03%
108PHILIP MORRIS INTL INC 7181721091,400$1300.03%
109VANGUARD ADMIRAL FDS INC 9219328281,468$1280.03%
110ISHARES TR 1 3 YR TREAS BD4642874571,572$1270.03%
111ALPHABET INC GOOG930$1220.02%
112VERTEX PHARMACEUTICALS INC VRTX342$1190.02%
113MORGAN STANLEY MS-PQ1,405$1150.02%
114TESLA INC TSLA450$1130.02%
115VANGUARD WORLD FDS 921910873742$1130.02%
116BLACKROCK ENHANCED EQUITY DI BLK14,421$1100.02%
117SCHWAB STRATEGIC TR INT-TRM U.S TRES8085248542,212$1060.02%
118PEPSICO INC PEP621$1050.02%
119ALTRIA GROUP INC MO2,485$1040.02%
120SPDR INDEX SHS FDS S&P INTL ETF78463X7723,011$990.02%
121ISHARES TR CORE US AGGBD ET 4642872261,040$980.02%
122SCHWAB STRATEGIC TR8085247971,378$980.02%
123FOSTER L B CO FSTR5,000$950.02%
124SPDR INDEX 78463X5092,802$940.02%
125SEMPRA SREA1,382$940.02%
126INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELDIVZ6,296$940.02%
127INVESCO EXCH TRADED FD IVZ3,700$910.02%
128NUCOR CORP NUE555$870.02%
129HOME DEPOT INC HD264$800.02%
130STEEL DYNAMICS INC STLD706$760.02%
131VANGUARD BD INDEX FDS 921937827993$750.02%
132UNITEDHEALTH GROUP INC UNH146$740.02%
133INVESCO EXCH TRADED FD IVZ1,230$720.01%
134SCHLUMBERGER LTD SLB1,200$700.01%
135PRICE T ROWE GROUP INC TROW660$690.01%
136VISA INC V295$680.01%
137EATON CORP PLC ETN300$640.01%
138META PLATFORMS INC META205$620.01%
139BOEING CO BA-PA322$620.01%
140ABBVIE INC ABBV406$610.01%
141THERMO FISHER SCIENTIFIC INC TMO121$610.01%
142GOLDMAN SACHS ETF TR NVGLF677$570.01%
143UNION PAC CORP UNP264$540.01%
144BROADRIDGE FINL SOLUTIONS IN 11133T103295$530.01%
145SELECT SECTOR SPDR TR81369Y407323$520.01%
146ISHARES TR CORE S&P MCP ETF 464287507190$470.01%
147ISHARES TR RUS 2000 VAL ETF 464287630340$460.01%
148LOWES COS INC 548661107206$430.01%
149PPG INDS INC 693506107320$420.01%
150MICRON TECHNOLOGY INC MU624$420.01%
151VEEVA SYS INC VEEV201$410.01%
152CLEVELAND-CLIFFS INC NEW CLF2,558$400.01%
153AXON ENTERPRISE INC AXON200$400.01%
154NOVO-NORDISK A S NONOF426$390.01%
155TAIWAN SEMICONDUCTOR MFG LTD 874039100421$370.01%
156VANGUARD WORLD FDS 92204A504155$360.01%
157INTERNATIONAL BUSINESS MACHS INTR254$360.01%
158BANK AMERICA CORP 0605051041,254$340.01%
159DOW INC DOW648$330.01%
160NOVARTIS AG NVSEF320$330.01%
161CHEVRON CORP NEW CVX194$330.01%
162MICROCHIP TECHNOLOGY INC. MCHPP408$320.01%
163ISHARES INC MSCI 464286608738$310.01%
164DIMENSIONAL ETF TRUST 25434V8801,273$290.01%
165VANGUARD WORLD FDS 921910733391$290.01%
166VANGUARD WORLD FDS 921910725563$280.01%
167INVESCO DB COMMDY INDX IVZ1,106$280.01%
168SPDR GOLD TR GLD166$280.01%
169ISHARES GOLD TR ISHARES NEWIAU729$260.01%
170ISHARES TR RUS MD CP GR ETF 464287481286$260.01%
171PAYCOM SOFTWARE INC PAYC102$260.01%
172U S SILICA HLDGS INC 90346E1031,800$250.01%
173GSK PLC GLAXF685$250.01%
174UNILEVER PLC UNLYF480$240.00%
175NORTHROP GRUMMAN CORP NOC54$240.00%
176AMERIPRISE FINL INC 03076C10669$230.00%
177BLACKROCK INC BLK35$230.00%
178ASTRAZENECA PLC AZN314$210.00%
179MERCK & CO INC MRK192$200.00%
180NUVEEN AMT FREE QLTY MUN INC NU2,078$200.00%
181CME GROUP INC CME100$200.00%
182WALMART INC WMT126$200.00%
183BURLINGTON STORES INC BURL143$190.00%
184PHILLIPS 66 PSX162$190.00%
185MONSTER BEVERAGE CORP NEW MNST360$190.00%
186ETSY INC ETSY300$190.00%
187INVESCO EXCH TRADED FD IVZ374$190.00%
188COGNIZANT TECHNOLOGY SOLUTIO CTSH270$180.00%
189SELECT SECTOR SPDR TR81369Y506190$170.00%
190VANGUARD WORLD FDS 92204A70242$170.00%
191GILEAD SCIENCES INC GILD218$160.00%
192BLACKROCK MUNIHOLDINGS FD IN BLK1,554$160.00%
193PAYLOCITY HLDG CORP PCTY89$160.00%
194STEREOTAXIS INC STXS10,000$160.00%
195DATADOG INC DDOG172$160.00%
196AMERICAN ELEC PWR CO INC 025537101200$150.00%
197HDFC BANK LTD HDB248$150.00%
198VANGUARD INDEX FDS SM CP VAL ETF92290861192$150.00%
199WALKER & DUNLOP INC WD199$150.00%
200BOOKING HOLDINGS INC BKNG5$150.00%
201VALERO ENERGY CORP VLO100$140.00%
202BIOGEN INC BIIB50$130.00%
203WASTE MGMT INC DEL 94106L10984$130.00%
204ATMOS ENERGY CORP ATO120$130.00%
205AMERICAN WTR WKS CO INC NEW 030420103100$120.00%
206AT&T INC T-PC805$120.00%
207VOYA GLBL ADV & PREM OPP FD 92912R1041,460$120.00%
208MARKETAXESS HLDGS INC MKTX55$120.00%
209DISCOVER FINL SVCS 254709108129$110.00%
210MOLINA HEALTHCARE INCMOH30$100.00%
211COMCAST CORP NEW CCZ220$100.00%
212HALEON PLC HLNCF1,177$100.00%
213KENNAMETAL INC KMT400$100.00%
214HP INC HPQ400$100.00%
215VANGUARD INDEX FDS SML CP GRW ETF92290859543$90.00%
216CHESAPEAKE UTILS CORP 16530310890$90.00%
217KENVUE INCKVUE448$90.00%
218DISNEY WALT CO 254687106107$90.00%
219INTEL CORP INTC260$90.00%
220SPDR S&P MIDCAP 400 ETF TR MDY19$90.00%
221ADOBE SYSTEMS INCORPORATED ADBE18$90.00%
222SPDR SER TR 78468R200260$80.00%
223CHENIERE ENERGY INC LNG50$80.00%
224MSA SAFETY INC MNESP50$80.00%
225PRUDENTIAL FINL INC PUKPF81$80.00%
226NORFOLK SOUTHN CORP 65584410840$80.00%
227PLUG POWER INC PLUG1,035$80.00%
228INTUITIVE SURGICAL INC ISRG27$80.00%
229SPLUNK INC 84863710449$70.00%
230HEWLETT PACKARD ENTERPRISE C HPE-PC400$70.00%
231CROWN CASTLE INC CCI72$70.00%
232RAYTHEON TECHNOLOGIES CORP RTX81$60.00%
233ISHARES TR CORE HIGH DV ETF 46429B66360$60.00%
234BRISTOL-MYERS SQUIBB CO CELG-RI100$60.00%
235DOLLAR TREE INC DLTR52$60.00%
236CONOCOPHILLIPS COP47$60.00%
237SALESFORCE INC CRM26$50.00%
238CANADIAN NAT RES LTD 13638510177$50.00%
239HALLIBURTON CO HAL134$50.00%
240OCCIDENTAL PETE CORP 67459910584$50.00%
241MARATHON OIL CORP MARA178$50.00%
242COTERRA ENERGY INC CTRA154$40.00%
243CAMPBELL SOUP CO CPB86$40.00%
244IQVIA HLDGS INCIQV20$40.00%
245GENERAL ELECTRIC CO 36960430124$30.00%
246HUNTINGTON BANCSHARES INC HBANP271$30.00%
247QUANTUMSCAPE CORP QS500$30.00%
248FORD MTR CO DEL 345370860275$30.00%
249PAYPAL HLDGS INC PYPL51$30.00%
250ACADIA HEALTHCARE COMPANY INACHC40$30.00%
251EATON VANCE MUN BD FD ETN297$30.00%
252DEVON ENERGY CORP NEW 25179M10373$30.00%
253ELECTRONIC ARTS INC EA20$20.00%
254WARNER BROS DISCOVERY INC WBD170$20.00%
255KRAFT HEINZ KHC69$20.00%
256MARRIOTT INTL INC NEW 57190320211$20.00%
257NORWEGIAN CRUISE LINE HLDG L NCLH100$20.00%
258BUTTERFLY NETWORK INC BFLY2,000$20.00%
259INVESCO EXCH TRADED FD IVZ12$20.00%
260ISHARES INC MSCI WORLD ETF 46428639214$20.00%
261CENTENE CORP DELCNC30$20.00%
262GENERAC HLDGS INCGNRC7$10.00%
263SELECT SECTOR SPDR TR 81369Y88612$10.00%
264LITHIUM AMERS CORP NEW LTUM39$10.00%
265COINBASE GLOBAL INC COIN15$10.00%
266SYNOPSYS INC SNPS2$10.00%
267FIDELITY COVINGTON TRUST 31609285725$10.00%
268DEXCOM INC DXCM10$10.00%
269ASML HOLDING N V ASMLF1$10.00%
270ARK ETF TR 00214Q10415$10.00%
271TORTOISE ENERGY INFRA CORP TYG39$10.00%
272BRIGHTHOUSE FINL INC 10922N10313$10.00%
273MATTEL INC MAT30$10.00%
274ARK ETF TR NEXT GNRTN INTER00214Q40110$10.00%
275VIATRIS INC VTRS84$10.00%
276VERIZON COMMUNICATIONS VZ25$10.00%
277GE HEALTHCARE TECHNOLOGIES I GEHC8$10.00%
278FEDERATED HERMES INC FHI15$10.00%
279NETFLIX INC NFLX3$10.00%
280FUELCELL ENERGY INC FCELB1,000$10.00%
281STELLANTIS N.V STLA30$10.00%
282SELECT SECTOR SPDR TR FINANCIAL81369Y60536$10.00%
283OGE ENERGY CORP OGE37$10.00%
284PENUMBRA INC PEN5$10.00%
285BLOCK INC BSQKZ4$00.00%
286BLACKSTONE MTG TR INC BX8$00.00%
287ISHARES TR GLOBAL ENERG ETF 4642873411$00.00%
288PEAR THERAPEUTICS INC 7047231054,502$00.00%
289UNDER ARMOUR INC UA9$00.00%
290UBER TECHNOLOGIES INC UBER3$00.00%
291SILVERGATE CAP CORP 82837P40814$00.00%
292NORTHWEST BANCSHARES INC MD NWBI20$00.00%
293ALGONQUIN PWR UTILS CORP 01585710560$00.00%
294AMERICAN TOWER CORP NEW 03027X1001$00.00%
295DOLLAR GEN CORP NEW2566771050$00.00%
296COSTCO WHSL CORP NEW 22160K1050$00.00%
297ECOLAB INC ECL1$00.00%
298HASBRO INC HAS4$00.00%
299INVESCO EXCH TRADED FD IVZ7$00.00%
300AURORA CANNABIS INC ACB44$00.00%
301VISHAY INTERTECHNOLOGY INC VSH5$00.00%
302FIRSTENERGY CORP FE11$00.00%
303PANGAEA LOGISTICS SOLUTION L G6891L10510$00.00%
304ORGANON & CO OGN19$00.00%
305ARK ETF TR 00214Q7086$00.00%
306PENN ENTERTAINMENT INC PENN15$00.00%
307TARGET CORPTGT0$00.00%
308PALANTIR TECHNOLOGIES INC PLTR5$00.00%
309BRIDGETOWN HOLDINGS LTD G1355U1131$00.00%
310NVIDIA CORPORATION NVDA0$00.00%
311NOVOCURE LTD NVCR20$00.00%
312NIKOLA CORP NODK1$00.00%
313NIO INC NIOIF5$00.00%
314CELSIUS HLDGS INC CELH1$00.00%
315ROYAL CARIBBEAN GROUP V7780T1035$00.00%
316RIVIAN AUTOMOTIVE INC RIVN6$00.00%
317APOLLO COML REAL EST FIN INC 03762U1057$00.00%
318RUMBLE INC RUMBW5$00.00%
319STARBUCKS CORP SBUX3$00.00%
320SEA LTD SE1$00.00%
321POWELL INDS INC7391281066$00.00%
322CHARGEPOINT HOLDINGS INC CHPT37$00.00%
323ARES COML REAL ESTATE CORP 04013V1086$00.00%
324SONY GROUP CORPORATION SNEJF1$00.00%
325LI AUTO INC LAAOF4$00.00%
326COCA COLA CO KO0$00.00%
327ACTIVISION BLIZZARD INC 00507V1091$00.00%