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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

Pinnacle Bancorp, Inc.

Quarter ended Q2 2023 · Filed April 14, 2023 · Accession 0001703383-23-000003

Total Value
$272.4M
Positions
797
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Berkshire Hathaway Inc Del Cl ABRK-A139$64.7M23.98%
2Vanguard 500 Index Fund ETF92290836319,139$7.2M2.67%
3Microsoft Corp ComMSFT24,342$7.0M2.60%
4Invesco S&p 500 Eql Wght Etf Invsc S P Equal WeightIVZ43,048$6.2M2.31%
5Apple Computer Inc ComAAPL34,782$5.7M2.13%
6iShares Tr Midcap Index FD46428750722,262$5.6M2.06%
7VISA Inc Class A SharesV22,727$5.1M1.90%
8Berkshire Hathaway Inc Del Cl B NewBRK-A15,346$4.7M1.76%
9SPDR Tr Unit Ser 1SPY10,499$4.3M1.59%
10JP Morgan Chase & Co ComVYLD32,031$4.2M1.55%
11iShares Tr MSCI Eafe Idx46428746556,391$4.0M1.49%
12iShares S&P 500 Barra Value46428740824,353$3.7M1.37%
13iShares Tr S&P 500 Index4642872006,845$2.8M1.04%
14Procter & Gamble Co74271810918,904$2.8M1.04%
15Costco Whsl Corp New Com22160K1055,552$2.8M1.02%
16iShares S&P Nat Muni Bond Fund46428841425,548$2.8M1.02%
17Bank of America Corporation Com06050510495,509$2.7M1.01%
18Amazon Com IncAMZN26,071$2.7M1.00%
19Wells Fargo & Co New Com94974610171,086$2.7M0.98%
20Vanguard Total Bond Mkt92193783535,789$2.6M0.98%
21Vanguard Emerging Mkts ETF92204285862,321$2.5M0.93%
22Johnson & Johnson ComJNJ16,034$2.5M0.92%
23Vanguard Div Appreciation92190884415,971$2.5M0.91%
24Eli Lilly & Co ComLLY6,844$2.4M0.87%
25Alphabet Inc Class AGOOG21,626$2.2M0.83%
26Abbvie Inc ComABBV13,920$2.2M0.82%
27iShares 400/Barra Value46428770518,047$1.9M0.69%
28Chevrontexaco Corp ComCVX11,198$1.8M0.68%
29iShares Tr S&P Smallcap 600 Index Fund46428780418,227$1.8M0.65%
30Alphabet Inc Class CGOOG16,156$1.7M0.62%
31Vanguard Ttl Stk Mkt ETF9229087698,131$1.7M0.61%
32Union Pac Corp ComUNP8,224$1.7M0.61%
33Vanguard Mega Cap 300 Value92191084015,907$1.6M0.60%
34McDonalds Corp ComMCD5,195$1.5M0.54%
35Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrat74348A46715,871$1.4M0.54%
36Pepsico Inc ComPEP7,909$1.4M0.53%
37Vanguard Index Fds Growth ETF9229087365,654$1.4M0.52%
38iShares Dow Jones Sel Index46428716812,005$1.4M0.52%
39Vanguard Mega Cap 300 Grwth9219108166,724$1.4M0.51%
40Vanguard Sector Index Fds92290855315,625$1.3M0.48%
41Facebook Inc Cl-AMETA5,842$1.2M0.46%
42Vanguard Short Term Treasury Etf92206C10220,869$1.2M0.45%
43Invesco Qqq Trust Series 1 Invsc Srs EtfIVZ3,693$1.2M0.44%
44Pfizer Inc ComPFE26,727$1.1M0.40%
45Unitedhealth Group Inc ComUNH2,132$1.0M0.37%
46iShares Tr Russell 2000 X FD4642876555,523$985,3030.37%
47iShares Core MSCI Eafe ETF46432F84214,602$976,1440.36%
48Cisco Sys Inc ComCSCO18,648$974,8240.36%
49Coca Cola Co ComKO15,228$944,5930.35%
50DFA Tax-Mng US Sml Cap ETF25434V50017,919$944,3290.35%
51Pimco Trust 0-5 Yr Exchange72201R78310,334$943,5980.35%
52Exxon Mobil Corp ComXOM8,329$913,3580.34%
53Deutsche X-Trackers MSCI Eafe Hedged Equity ETF23305120025,922$912,4540.34%
54iShares US Aggregate Bd Fund ETF4642872268,938$890,5820.33%
55US Bancorp IncUSB-PS24,104$868,9640.32%
56Accenture PLC Ireland Shs Class AACN2,949$842,8540.31%
57DFA Tax Managed US Targeted Value Fund ETF25434V60917,679$786,7030.29%
58Schwab Strategic Tr US Dividend Eq80852479710,429$762,9860.28%
59Lowes Cos Inc Com5486611073,730$745,8880.28%
60Honeywell Intl Inc Com4385161063,875$740,5900.27%
61Schwab U.S. REIT ETF80852484737,582$732,8490.27%
62iShares Tr US Treas Inflatio4642871766,398$705,3800.26%
63Ishares Tr Iboxx4642885139,328$704,7300.26%
64Verizon Communications ComVZ17,568$683,2200.25%
65Automatic Data Processing IncomADP3,035$675,6820.25%
66Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf92290774613,331$675,3480.25%
67Vanguard Index Fds Mid Cap ETF9229086293,168$668,1950.25%
68Texas Instruments Inc8825081043,524$655,4990.24%
69Nextera Energy Inc (FPL)NEE-PW8,074$622,3440.23%
70Intel Corp ComINTC18,985$620,2400.23%
71Abbott Labs ComABLZF6,050$612,6230.23%
72iShares S&P 500/Barra Grwth4642873099,545$609,8300.23%
73Blackrock Inc Cl ABLK911$609,5680.23%
74Travelers Cos (St Paul Cos)TRV3,520$603,3630.22%
75Merck & Co Inc New ComMRK5,406$575,1440.21%
76Home Depot Inc ComHD1,918$566,0400.21%
77JPMORGAN Ultra-short Income Etf Ultra Short46641Q83711,140$560,5650.21%
78Emerson Elec Co ComEMR6,410$558,5670.21%
79Vanguard Total Corporate Bond Etf92206C5737,185$550,5870.20%
80Ishares Trust S & P 1500 Total US Stock Market Etf4642871506,050$547,8280.20%
81SPDR Barclarys Short-Term Corporate Bond FD78464A47418,314$542,6440.20%
82Adobe Systems IncADBE1,406$541,8300.20%
83Disney Walt Co Com Disney2546871065,402$540,9020.20%
84Starbucks Corp ComSBUX5,041$524,9190.19%
85Zoetis Inc Cl AZTS3,087$513,8000.19%
86Vanguard Value ETF9229087443,710$512,3880.19%
87iShares-Trks MSCI Mkt X46428723412,638$498,6950.18%
88Paychex Inc ComPAYX4,285$491,0180.18%
89iShares Trust Russell Midcap4642874996,998$489,3000.18%
90iShares Tr Russell McP Vl4642874734,539$482,0420.18%
91Vanguard Mid-Cap Growth ETF9229085382,431$473,7780.18%
92SPDR DJ Wilshire Sm Cap78464A3006,164$469,5740.17%
93General Dynamics Corp ComGD2,048$467,3740.17%
94Target CorpTGT2,810$465,4200.17%
95Raytheon Technologies Corp COMMONRTX4,750$465,1680.17%
96Qualcomm Inc ComQCOM3,590$458,0120.17%
97Consolidated Edison Inc ComED4,717$451,2750.17%
98Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trm46434VBD118,319$449,3650.17%
99Vanguard FTSE Delevolped Markets9219438589,934$448,7190.17%
100iShares Barclays Gnma Bond46429B3339,739$432,9960.16%
101Cadence Design System IncCDNS2,049$430,4740.16%
102AT&T Inc ComT-PC21,847$420,5550.16%
103Schwab US Tips Etf8085248707,714$413,5480.15%
104Invesco S&p 500 Pure Value Etf Invsc S PIVZ5,448$413,5030.15%
105Northrop Grumman Corp ComNOC894$412,7780.15%
106Vanguard Small Cap9229087512,155$408,5020.15%
107Nike Inc Cl BNKE3,330$408,3910.15%
108Ishares Ibonds Dec 2024 Term Corporate Etf Trm46434VBG416,593$408,0220.15%
109Marathon Pete Corp ComMARA2,959$398,9620.15%
110Vanguard Intermediate Term Treas Index92206C7066,648$398,6140.15%
111Ishare Sector SPDR Energy81369Y5064,762$394,4360.15%
112Vanguard Mid-cap Value Index Fund Mid Cap Etf9229085122,924$392,0210.15%
113Morgan StanleyMS-PQ4,398$386,1440.14%
114Valmont Inds Inc Com9202531011,206$385,0520.14%
115Ishares Tr Msci Eafe Minimum Volatilityetf46429B6895,665$383,2370.14%
116Thermo Electron Corp ComTMO660$380,4040.14%
1173M CoMMM3,544$372,5100.14%
118Wal Mart Stores Inc ComWMT2,526$372,4590.14%
119Salesforce Com IncCRM1,860$371,5910.14%
120iShares Tr MSCI Eafe Value Index FD4642888777,594$368,5370.14%
121AFLAC Inc ComAFL5,662$365,3120.14%
122SPDR Gold Trust Gold ShsGLD1,988$364,2410.13%
123Vanguard Sh-Term Inf9220208057,366$352,2420.13%
124Philip Morris Intl Inc Com7181721093,554$345,6270.13%
125Alps Sector Div. Dogs00162Q8586,700$343,0400.13%
126Vanguard Scottsdale Funds Short-Term Corp Bd92206C4094,463$340,2140.13%
127Novartis A G Sponsored ADRNVSEF3,678$338,3760.13%
128iShares iBonds Dec 2026 Term Corporate46435GAA014,220$337,4410.13%
129Cummins Inc ComCMI1,400$334,4320.12%
130Invesco S&p Midcap Low Volatility Etf Invsc S PIVZ6,330$331,6920.12%
131Ishares Core Total Usd Bond Market Etf46434V6137,131$329,0960.12%
132International Business MacHscomINTR2,449$321,0390.12%
133IShares TR 0-5 YR Tips ETF46429B7473,193$316,8410.12%
134Ishares Msci Emerging Markets Min Vol Factor Etf Ishs Emerg Mrkt Fct4642865335,800$316,5060.12%
135Lamb Weston Hldgs Inc CommonLW3,015$315,1280.12%
136iShares Tr Rusl 2000 Valu4642876302,250$308,2950.11%
137First Trust Small Cap Value Alphadex Fund Tr Valu Etf33737M4096,700$306,1230.11%
138Schwab US Broad Market Etf8085241026,260$299,5410.11%
139Vanguard Total World Stk9220427423,230$297,4510.11%
140Southern Co ComSOMN4,258$296,2720.11%
141iShares Tr Russell1000grw4642876141,208$295,1510.11%
142Select Sector SPDR Tr Sbi Int-Tech81369Y8031,950$294,4700.11%
143Illinois Tool Wks Inc Com4523081091,197$291,4100.11%
144Masco Corp CommonMAS5,846$290,6630.11%
145Mastercard Inc Cl AMA796$289,2740.11%
146Vanguard Sm Cap9229086111,821$289,1020.11%
147Altria Group Inc ComMO6,414$286,1930.11%
148Vanguard Sm Cap Grwth ETF9229085951,295$280,2510.10%
149Coca-Cola European Partners PLC, London ShsCCEP4,707$278,6070.10%
150I Shares Silver TrustSLV12,307$272,2310.10%
151iShares Tr Russell1000val4642875981,780$271,0230.10%
152Conagra Foods Inc ComCAG7,215$270,9950.10%
153Vanguard Short Term Bond9219378273,536$270,4330.10%
154Kimberly Clark Corp ComKMB2,000$268,4400.10%
155EOG RES Inc ComEOG2,338$268,0050.10%
156Intercontinental Exchange Incom45866F1042,537$264,5840.10%
157General Mtrs Co Com37045V1007,158$262,5550.10%
158Waste Mgmt Inc Del Com94106L1091,607$262,2140.10%
159First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf33739Q2005,462$261,4660.10%
160Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta LrgNVGLF3,218$261,3660.10%
161ComcastCCZ6,867$260,3280.10%
162Jacobs Solutions INC CORP COMMONJ2,199$258,4040.10%
163Laboratory Corp of Amer Hldg50540R4091,120$256,9500.10%
164Vanguard Total International Stock Index Fund Stk Etf9219097684,615$254,7940.09%
165Enbridge Inc ComENNPF6,635$253,1250.09%
166Ishares Ibonds Dec 2023 Term Corporate Etf46434VAX810,000$251,9000.09%
167Medtronic, Inc.MDT3,102$250,0550.09%
168Becton Dickinson & Co ComBDX1,004$248,5300.09%
169Realty Income CorpO3,917$248,0240.09%
170CVS Corp ComCVS3,298$245,0740.09%
171United Parcel Service IncUPS1,244$241,3240.09%
172Citigroup Inc Com NewC-PR5,081$238,2480.09%
173iShares Core MSCI Emerging Markets ETF46434G1034,861$237,1680.09%
174Ishares Tr Short-term Natl Mun Bd Etffd4642881582,264$236,9960.09%
175Bristol Myers Squibb Co ComCELG-RI3,364$233,1590.09%
176Servicenow Inc CommonNOW494$229,5720.09%
177Oracle Corp ComORCL-PD2,466$229,1410.08%
178Std&Poor MidcapMDY495$226,9130.08%
179Fiserv INC CORP COMMONFISV1,993$225,2690.08%
180Blackstone Secd Lending FBX8,895$221,7520.08%
181Vanguard International Equity Ftse9220427754,122$220,4030.08%
182Deere & Co ComDE528$218,0010.08%
183Phillips 66 ComPSX2,144$217,3590.08%
184Paypal Hldgs IncPYPL2,858$217,0370.08%
185Applied Matls Inc Com0382221051,759$216,0580.08%
186Allstate Corp ComALL-PJ1,945$215,5250.08%
187Materials Sel Sect SPDR81369Y1002,583$208,3450.08%
188Grainger W W Inc Com384802104301$207,3320.08%
189Enterprise Prods Partners L Com2937921077,940$205,6460.08%
190DFA Tax Managed International Value ETF25434V8076,356$204,8620.08%
191Albemarle CorpALB-PA913$201,8100.07%
192Vanguard Mtg-Backed92206C7714,314$200,8170.07%
193Vanguard High Div Yield9219464061,896$200,0280.07%
194Vanguard Intrmdiate-Term Bd92206C8702,471$198,2240.07%
195iShares Barclays 1-3 Yr Cr4642886463,914$197,8130.07%
196Sysco Corp ComSYY2,560$197,7090.07%
197Duke Energy Corp New Com NewDUKB1,992$192,1680.07%
198General Mls Inc Com3703341042,195$187,5850.07%
199Ball Corp ComBALL3,400$187,3740.07%
200First Trust Emerging Markets Small Cap Aphadex ETF33737J3074,880$181,5850.07%
201American Elec Pwr Inc Com0255371011,932$175,7930.07%
202American Tower Corp Class A03027X100847$173,0760.06%
203Hasbro IncHAS3,216$172,6670.06%
204Intuitive Surgical IncISRG667$170,3980.06%
205S&p Global INC CORP COMMONSPGI485$167,2130.06%
206Caterpillar Inc Del ComCAT718$164,3070.06%
207Amphenol Corp New Cl A0320951012,000$163,4400.06%
208Ecolab IncECL985$163,0470.06%
209Nuveen Mun Value FD Inc ComNU18,000$158,5800.06%
210Baxter Intl Inc Com0718131093,897$158,0620.06%
211Invesco Municipal Trust CfVKQ15,500$153,7600.06%
212Vanguard S & P 500 Value9219327031,046$153,4480.06%
213Conocophillips ComCOP1,544$153,1800.06%
214First Tr Value Line Divid33734H1063,753$150,7180.06%
215SPDR Ser Tr S&P Divid ETF78464A7631,202$148,6990.06%
216State Str Corp ComSTT-PG1,834$138,8150.05%
217Prologis INC ReitPLDGP1,111$138,6190.05%
218Vanguard Intermediate9219378191,780$136,5630.05%
219BHP Billiton LTD Sponsored ADRBHPLF2,123$134,6190.05%
220Genuine Parts Co ComGPC803$134,3500.05%
221Healthpeak PropertiesDOC6,059$133,1160.05%
222Vanguard Mega Cap 300 ETF921910873923$132,1180.05%
223Toronto Dominion BankTORO2,190$131,1810.05%
224Schwab US Large-cap Growth Etf Large Cap8085243002,009$130,9270.05%
225Spdr Series Trust Portfolio Large Cap Etf78464A8542,670$128,5610.05%
226Shell Plc ADRRYDAF2,222$127,8540.05%
227Taiwan Semiconductor Mfg Ltdsponsored ADR8740391001,369$127,3440.05%
228Intuit ComINTU285$127,0620.05%
229Ishares Esg Aware Msci Usa Etf46435G4251,402$126,8110.05%
230Tesla IncTSLA608$126,1360.05%
231iShares Midcap 400/Barra4642876061,760$125,8580.05%
232Occidental Pete Corp Del Com6745991052,000$124,8600.05%
233Magellan Midstream Prtnrs Lpcom Unit RP LP5590801062,290$124,2550.05%
234Palo Alto Networks Inc.PANW600$119,8440.04%
235Vanguard Large-cap Index Fund Large Cap Etf922908637634$118,4380.04%
236Alliant Energy Corp ComLNT2,212$118,1210.04%
237Dominion RES Inc VA New ComD2,044$114,2800.04%
238Colgate Palmolive Co ComCL1,506$113,1760.04%
239Air Prods & Chems Inc ComAIIR394$113,1610.04%
240Select Sector SPDR Tr Sbi Int-Finl81369Y6053,486$112,0750.04%
241Schwab Charles Corp New ComSCHW-PJ2,132$111,6740.04%
242Alerian MLP ETF00162Q4522,831$109,4180.04%
243XCEL Energy Inc ComXELLL1,617$109,0500.04%
244Amgen Inc ComAMGN445$107,5790.04%
245DFA T.A. US Core Equity Fund ETF25434V7084,180$106,5110.04%
246Transdigm Group Inc CommonTDG143$105,3980.04%
247Schw Emg Mkt Eq ETF8085247064,274$104,7980.04%
248Mondelez Intl Inc Cl A6092071051,490$103,8830.04%
249Dimensional US Markets ETF25434V7243,039$101,7460.04%
250SPDR Doubleline Total Return Tactical ETF78467V8482,455$100,7290.04%
251Vanguard World Fds Inf Tech ETF92204A702257$99,0660.04%
252Schw Intl Eq ETF8085248052,846$99,0410.04%
253ATMOS Energy Corp ComATO881$98,9890.04%
254Broadcom IncAVGO152$97,5140.04%
255TJX Cos Inc New Com8725401091,234$96,6960.04%
256Nvidia CorpNVDA347$96,3860.04%
257Cintas Corp COMMONCTAS207$95,7750.04%
258Align Technology IncALGN286$95,5640.04%
259Simon Ppty Group Inc New Common828806109852$95,3980.04%
260iShares Iboxx Invt Grade Corp Bd Fund464287242870$95,3610.04%
261Ameren Corp ComAEE1,100$95,0290.04%
262Vanguard International Dividend Appreciation9219468101,273$93,7950.03%
263Chubb LimitedCB483$93,7890.03%
264Wisconsin Energy Corp.WEC982$93,0840.03%
265Schwab US Large Cap Value ETF8085244091,413$92,6650.03%
266Cons Staple Sector SPDR81369Y3081,209$90,3240.03%
267First Tr Exchange33740F8052,000$90,1200.03%
268Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre EtfWT2,057$89,8700.03%
269Anheuser Busch Inbev SA/NV Sponsored ADRBUDFF1,336$89,1510.03%
270Vanguard Russell 1000 Growth Etf92206C6801,412$88,8010.03%
271Vanguard Intl Equity Index9220428741,450$88,3780.03%
272Eaton Corp PLC ShsETN512$87,7260.03%
273Williams Sonoma IncWSM720$87,5950.03%
274First Trust Morningstar3369171092,411$85,6020.03%
275Boeing Co ComBA-PA402$85,3970.03%
276Astrazeneca PLC Sponsored ADRAZN1,229$85,3050.03%
277Vanguard Extended MKT ETF922908652605$84,8210.03%
278BP PLC Sponsored ADRBPPFF2,235$84,7960.03%
279Evergy INC CORP COMMONEVRG1,366$83,4900.03%
280iShares Trust High Divid Equ46429B663819$83,2190.03%
281SPDR Dow Jones Indl Avrg ETF ut Ser 178467X109250$83,1550.03%
282Metlife Inc ComMET-PF1,432$82,9700.03%
283Ishares MSCI Eafe Growth Index ETF464288885883$82,7190.03%
284Diageo P L C Spon ADR NewDGEAF455$82,4370.03%
285Walgreens Boots Alliance Inc9314271082,376$82,1620.03%
286CME Group Inc Class ACME426$81,5880.03%
287O'Reilly Automotive Inc67103H10796$81,5020.03%
288IQ Merger Arbitrage Etc45409B8002,527$79,9290.03%
289NXP Semiconductors NVNXPI428$79,8110.03%
290Sherwin Williams CO Sherwin Williams CORP COMMONSHW353$79,3440.03%
291Invesco S&p 500 Pure Growth Portfolio Powershr EtfIVZ521$78,7440.03%
292Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf9220426761,905$77,2860.03%
293Lockheed Martin Corp ComLMT162$76,5820.03%
294Dupont De Nemours INC CORP COMMONDD1,066$76,5070.03%
295First Trust Enhanced Short Maturity Etf Mtrty33739Q4081,285$76,4700.03%
296First Trust Preferred Securities and Income FD33739E1084,783$76,3370.03%
297Oneok Inc New ComOKE1,191$75,6760.03%
298iShares iBonds 2025 Term High Yield and Income ETF46435U1683,295$75,4880.03%
299iShares Barclays Intermediate Cr Bd4642886381,470$75,3820.03%
300Ameriprise Finl Inc Com03076C106245$75,0930.03%
301Gilead Sciences StockGILD897$74,4240.03%
302Nuveen Municpal Credit ETFNU5,953$71,1380.03%
303Edwards Lifesciences Corp ComEW859$71,0650.03%
304Principal Financial Group IncomPFG951$70,6780.03%
305Fidelity High Dividend ETF3160928401,850$70,4480.03%
306Rockwell Automation IncROK240$70,4280.03%
307SPDR DJ Wilshire Internationreal78463X8632,671$70,1940.03%
308Sanofi Aventis Sponsored ADRSNYNF1,287$70,0390.03%
309Kimco Realty Corp49446R1093,586$70,0350.03%
310Spdr Portfolio S&p 500 Value Etf78464A5081,707$69,5090.03%
311Agilent Technologies Inc ComA500$69,1700.03%
312Dover Corp ComDOV454$68,9810.03%
313Keysight Technologies IncKEYS426$68,7900.03%
314Schwab US Small-cap Etf Small Cap8085246071,631$68,3880.03%
315Canadian Pac Ry LTD Com13645T100882$67,8610.03%
316IShares Morningstar Mid Cap ETF4642882081,102$66,8250.02%
317Fidelity Total Bd ETF3161883091,449$66,6540.02%
318Fastenal Co ComFAST1,234$66,5620.02%
319Relx Plc ADR Rep CORP COMMONRLXXF2,048$66,4370.02%
320Smucker J M Co Com New832696405420$66,0950.02%
321Danaher Corp235851102261$65,7820.02%
322MDU RES Group Inc Com5526901092,134$65,0440.02%
323Apache CorporationAPA1,800$64,9080.02%
324Vanguard 500 Grwth Index Fund #3341921932505280$64,5340.02%
325Alcon Ag CORP COMMONALC912$64,3320.02%
326Nuveen Select Tax-Free Income PortfolioNU4,491$64,2660.02%
327First Trust Short Duration Managed Municipal Etf Durat Mang Mun33739P8303,228$64,1730.02%
328Crown Castle Intl Co REITCCI465$62,2360.02%
329iShares Tr Russell McP Gr464287481683$62,1870.02%
330iShares Tr Large Grwth4642871191,121$62,0570.02%
331American Express Co ComAXP370$61,0320.02%
332Leggett & Platt Inc ComLEG1,900$60,5720.02%
333Microchip Technology Inc ComMCHPP721$60,4050.02%
334GE Healthcare Technologies INC CORP COMMONGEHC736$60,3740.02%
335Markel Corp ComMKL47$60,0380.02%
336SPDR Series Tr Barclays Highyield78468R622644$59,7760.02%
337Freeport-McMoran CopperFCX1,448$59,2380.02%
338Capital Group International Focus Equity Etf Intrtnl Foc Eqy14019W1092,540$58,9030.02%
339Boston Scientific Corp CommonBSX1,167$58,3850.02%
340Lauder Estee Cos Inc Cl A518439104235$57,9180.02%
341Canadian Natl Railway Co136375102489$57,6870.02%
342Check Point Software Technologies Ltd Technologis CORP COMMONM22465104435$56,5500.02%
343First Trust Nasdaq Cybersecurity Etf Cybrscrty33734X8461,312$56,0880.02%
344iShares Smallcap 600/Barra V464287887510$56,0690.02%
345V F Corp ComVFC2,421$55,4650.02%
346iShares Rusell Top 200464289446552$53,7150.02%
347Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON344419106549$52,2590.02%
348Clorox Co Del ComCLX330$52,2190.02%
349Broadridge Finl Solutions Incom11133T103354$51,8860.02%
350FedEx Corp ComFDX227$51,8670.02%
351Firstenergy Corp CommonFE1,279$51,2370.02%
352Dollar General Corp256677105243$51,1420.02%
353First Trust Capital Strength ETF33733E104700$51,0580.02%
354 iShares iBonds Dec 2027 Term Corporate46435UAA92,135$50,8560.02%
355Dow INC CORP COMMONDOW926$50,7630.02%
356Roku IncROKU771$50,7470.02%
357Mid-America Apartment Communicties59522J103334$50,4470.02%
358Parker Hannifin CorpPH150$50,4170.02%
359Centene CorpCNC782$49,4300.02%
360Resmed Inc CommonRSMDF225$49,2730.02%
361Brookfield Corp CLASS A COMMON11271J1071,500$48,8850.02%
362Sap Aktiengesellschaft Sponsored ADRSAPGF386$48,8480.02%
363Ishares US Treasury Bond46429B2672,080$48,6300.02%
364Invesco S&p Smallcap Low Volatility Etf Invsc S P VolatiltyIVZ1,145$48,4910.02%
365iShares Tr S & P Pfd Stk Indx FD4642886871,550$48,3910.02%
366Otis Worldwide Corp COMMONOTIS572$48,2770.02%
367Splunk Inc Common848637104502$48,1320.02%
368Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr46434V4561,343$47,4080.02%
369Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs74347B698774$47,2450.02%
370Stryker Corp ComSYK165$47,1030.02%
371First Trust Dow Jones Globalselect Div33734X2002,100$46,4310.02%
372GSK PLc Sponsored ADRGLAXF1,299$46,2180.02%
373Vanguard Long-term Bond Index Fund Long Term Etf921937793600$45,9840.02%
374L3harris Technologies INC CORP COMMONLHX230$45,1350.02%
375DNP Select Income Fund Inc23325P1044,051$44,6420.02%
376Lululemon Athletica IncLULU122$44,4310.02%
377Truist Financial Corp COMMON89832Q1091,298$44,2620.02%
378Church & Dwight Inc ComCHD500$44,2050.02%
379Invesco S&p 500 Quality Etf Invsc S PIVZ933$44,1350.02%
380Cardinal Health Inc ComCAH575$43,4130.02%
381Nuveen Intermediate Duration Municipal Term Fund Int Dur Mun Trm Nav CfNU3,215$43,1450.02%
382Novo Nordisk A/SNONOF271$43,1270.02%
383Hartford Finl Svcs Group InccomHIG-PG617$42,9990.02%
384Ishares Trust Dj US Financial Financials Etf464287788601$42,7550.02%
385iShares Global Energy ETF4642873411,124$42,4420.02%
386International Flavors & Fragrances Inc459506101450$41,3820.02%
387Canon Inc ADRCAJFF1,836$40,8510.02%
388Invesco S & P 500IVZ478$40,7590.02%
389iShares Lehman 7-10 Yr Index464287440410$40,6390.02%
390Equinor Asa ADR Rep CORP COMMONSTOHF1,428$40,5980.02%
391Ryanair Holdings PLCRYAOF430$40,5450.02%
392KLA-Tencor Corp ComKLAC100$39,9170.01%
393iShares JP Morgan Em Bond FD464288281461$39,7750.01%
394Roper Inds Inc New ComROP89$39,2210.01%
395California Wtr Svc Group Com130788102670$38,9940.01%
396Air BnB Ordinary Share Class AABNB313$38,9370.01%
397Select Sector SPDR Tr Sbi Healthcare81369Y209300$38,8380.01%
398Humana Inc ComHUM79$38,3510.01%
399TE Connectivity LTD Reg ShsTEL288$37,7710.01%
400IShares MSCI USA Qlty46432F339304$37,7160.01%
401BK Nova Scotia Halifax (Canada)064149107735$37,0150.01%
402Activision Blizzard Inc00507V109430$36,8040.01%
403Carrier Global Corp COMMONCARR800$36,6000.01%
404Capital One Finl Corp Com14040H105378$36,3480.01%
405Delta Air Lines Inc.DAL1,040$36,3170.01%
406Goldman Sachs Group Inc ComGSCE111$36,3090.01%
407Phillips Edison & CO INC And Company CORP COMMONPECO1,111$36,2410.01%
408ICICI BK Limited ADR (India)IBN1,675$36,1470.01%
409Ingredion Inc ComINGR355$36,1140.01%
410Fortune Brands Home & Sec IncomFBIN600$35,2380.01%
411First Trust Mid cap Rising Dividend ETF33741X1021,318$35,1260.01%
412McKesson Corp ComMCK98$34,8930.01%
413Idex Corp45167R104150$34,6550.01%
414Berkley W R Corp CommonWRB-PH553$34,4300.01%
415Vanguard FTSE All WO X US922042718315$34,4110.01%
416Blackrock Muniyield Quality Fund INC Muniyld CfBLK2,900$34,3360.01%
417Blackrock Municipal Income Quality Trust Incom CfBLK3,000$34,3200.01%
418Compass Minerals Intl IncCOMP1,000$34,2900.01%
419Nucor Corp ComNUE220$33,9830.01%
420Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMONTKPHF2,039$33,5980.01%
421Nuveen AMT-Free MunicipalNU3,000$33,3600.01%
422Rio Tinto PLC Sponsored ADRRTNTF481$32,9970.01%
423Autodesk INC CORP COMMONADSK158$32,8890.01%
424Vanguard Charlotte Funds Total Intl Bd ETF92203J407672$32,8740.01%
425Ishares Core S&p US Growth Etf464287671366$32,5010.01%
426Spdr Bloomberg 1-3 Month T-bill Etf 1 3 Mnth T Bll78468R663353$32,4120.01%
427Welltower IncWELL450$32,2610.01%
428Independence Realty Trust45378A1062,011$32,2360.01%
429Alibaba Group Hldg LTD Spon ADRBBAAY315$32,1870.01%
430WisdomTree Floating Rate Treasury FdWT640$32,1730.01%
431Blackrock Muniholdings QTYBLK3,200$32,1280.01%
432Dun & Bradstreet 26484T1062,715$31,8740.01%
433Corning Inc ComGLW900$31,7520.01%
434Corteva INC CORP COMMONCTVA518$31,2410.01%
435Zimmer Hldgs Inc ComZBH238$30,7500.01%
436T-mobile US INC T Mobile CORP COMMONTMUSZ212$30,7060.01%
437Ambev SA Sponsored ADRABEV10,873$30,6620.01%
438Omnicom Group Inc ComOMC323$30,4720.01%
439SPDR FD-Sh of Beneficial Int81369Y704300$30,3540.01%
440CDW CorpCDW155$30,2080.01%
441iShares Smallcap 600/Barra464287879319$29,8550.01%
442SPDr Blackstone GSO Sr Loan78467V608715$29,6440.01%
443Autozone INC CORP COMMONAZO12$29,4980.01%
444Manulife Financial Corp 56501R1061,589$29,1740.01%
445Monster Beverage CorMNST540$29,1650.01%
446Fs Kkr Capital Corp COMMONFSK1,571$29,0640.01%
447RENTOKIL INITIAL PLCRKLIF794$28,9890.01%
448Clarivate PLC Ordinady SharesCLVT3,068$28,8090.01%
449Motorola IncMSI98$28,0410.01%
450Dexcom Inc CommonDXCM241$27,9990.01%
451Banco Bilbao Vizcaya Argentaria SABBVXF3,965$27,9530.01%
452iShares US Energy ETF464287796638$27,9130.01%
453Centerpoint Energy Inc ComCNP944$27,8100.01%
454Dr Horton Inc23331A109281$27,4510.01%
455Invesco Cef Income Composite Etf InvscIVZ1,500$27,3300.01%
456Ishares Ultra Short-term Bond Etf Short Term46434V878543$27,2860.01%
457Sector XLX Utilities81369Y886400$27,0760.01%
458McCormick & Co Inc Com Non VtgMKC-V325$27,0430.01%
459First Trust Portfolios Mid Cap33735B108300$26,9880.01%
460Chunghwa Telecom Co LTDCHT687$26,8620.01%
461Invesco S&P 500 Top 50 ETFIVZ86$26,8290.01%
462Schwab Fundamental U.S. Large Company Index ETF808524771488$26,8010.01%
463Archer Daniels Midland CoADM336$26,7660.01%
464PPG Inds Inc Com693506107200$26,7160.01%
465Uber Technologies INC CORP COMMONUBER830$26,3110.01%
466Veeva Systems INC CLASS A CORP COMMONVEEV143$26,2820.01%
467Blackrock Muni Inc ETFBLK2,247$26,2450.01%
468Flexshares International Quality Div Dyn Idx Flexshs Intl Qty Ind EtfFLEX997$26,1970.01%
469Invesco S&p 500 High Div Low Volatility Etf Invsc S P Lw VltltyIVZ607$25,6180.01%
470Williams Cos Inc Del Com969457100832$24,8440.01%
471Pimco Exch Traded Fund72201R833250$24,8130.01%
472Stanley Black Decker IncSWK300$24,1740.01%
473SBA Communications Corp NewSBAC91$23,7570.01%
474Vanguard Industrials Etf92204A603124$23,6230.01%
475Pimco 1-5 Year US Tips Index Exchange-traded Fund Etf72201R205455$23,2230.01%
476iShares Floating Rate Bond ETF46429B655459$23,1290.01%
477Exact Sciensces Corp30063P105337$22,8520.01%
478iShares Tr Russell 2000 Grw464287648100$22,6820.01%
479Ishares US Tech Breakthrough Multisector Etf Brkthrgh Mltsctr46436E502679$22,5630.01%
480Prudential Finl Inc ComPUKPF270$22,3400.01%
481Schlumberger LTD ComSLB454$22,2910.01%
482Casey's General Stores Inc147528103100$21,6460.01%
483Norfolk Southern Corp Com655844108102$21,6240.01%
484Pt Telekomunikasi Indonesia TBK715684106775$21,1340.01%
485Netflix INC CORP COMMONNFLX61$21,0740.01%
486Wisdomtree Smallcap DividendfundWT735$20,9920.01%
487IShares MSCI Emerging Mrkts Multifactor ETF46434G889497$20,6350.01%
488Advanced Micro Devices IncAMD208$20,3860.01%
489Ishares Esg Aware Msci Em Etf46434G863645$20,3050.01%
490DRIVEN BRANDS HLDGS INC COMDRVN669$20,2770.01%
491Ares Cap Corp ComARCC1,100$20,1030.01%
492Campbell Soup Co ComCPB364$20,0130.01%
493Marathon Oil Corp ComMARA835$20,0070.01%
494Shopify INC CLASS A Sub Vtg CORP COMMONSHOP417$19,9910.01%
495AEROVIRONMENT INC COM USD0.0001AVAV218$19,9820.01%
496Polaris Inds Inc ComPII180$19,9130.01%
497Chewy IncCHWY532$19,8860.01%
498Spdr S&p Kensho New Economies Composite Etf Eco COMMON78468R648464$19,8130.01%
499Spdr Dj Wilshire Mid Cap Value Etf S&p 40078464A839299$19,7580.01%
500Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd DvrsIVZ1,382$19,6520.01%