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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 Q3 2023 · Filed July 14, 2023 · Accession 0001703383-23-000004

Total Value
$292.5M
Positions
764
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Berkshire Hathaway Inc Del Cl ABRK-A139$72.0M24.80%
2Microsoft Corp ComMSFT24,260$8.3M2.85%
3Vanguard 500 Index Fund ETF92290836319,308$7.9M2.71%
4Apple Computer Inc ComAAPL34,044$6.6M2.28%
5Invesco S&p 500 Eql Wght Etf Invsc S P Equal WeightIVZ43,266$6.5M2.23%
6iShares Tr Midcap Index FD46428750722,507$5.9M2.03%
7VISA Inc Class A SharesV22,791$5.4M1.87%
8Berkshire Hathaway Inc Del Cl B NewBRK-A15,437$5.3M1.81%
9JP Morgan Chase & Co ComVYLD32,303$4.7M1.62%
10SPDR Tr Unit Ser 1SPY10,450$4.6M1.60%
11iShares Tr MSCI Eafe Idx46428746555,906$4.1M1.40%
12iShares S&P 500 Barra Value46428740823,571$3.8M1.31%
13Amazon Com IncAMZN26,038$3.4M1.17%
14Eli Lilly & Co ComLLY6,829$3.2M1.10%
15iShares Tr S&P 500 Index4642872007,090$3.2M1.09%
16Wells Fargo & Co New Com94974610170,666$3.0M1.04%
17Costco Whsl Corp New Com22160K1055,497$3.0M1.02%
18Procter & Gamble Co74271810919,217$2.9M1.00%
19Bank of America Corporation Com06050510496,984$2.8M0.96%
20Vanguard Total Bond Mkt92193783538,028$2.8M0.95%
21iShares S&P Nat Muni Bond Fund46428841425,796$2.8M0.95%
22Johnson & Johnson ComJNJ16,287$2.7M0.93%
23Vanguard Div Appreciation92190884416,219$2.6M0.91%
24Alphabet Inc Class AGOOG21,690$2.6M0.89%
25Vanguard Emerging Mkts ETF92204285862,444$2.5M0.88%
26Alphabet Inc Class CGOOG16,156$2.0M0.67%
27Abbvie Inc ComABBV14,382$1.9M0.67%
28iShares 400/Barra Value46428770517,998$1.9M0.66%
29Vanguard Ttl Stk Mkt ETF9229087698,626$1.9M0.65%
30iShares Tr S&P Smallcap 600 Index Fund46428780418,553$1.8M0.64%
31Chevrontexaco Corp ComCVX11,542$1.8M0.63%
32Union Pac Corp ComUNP8,220$1.7M0.58%
33Facebook Inc Cl-AMETA5,842$1.7M0.58%
34Vanguard Mega Cap 300 Value92191084015,906$1.7M0.57%
35Vanguard Index Fds Growth ETF9229087365,759$1.6M0.56%
36McDonalds Corp ComMCD5,232$1.6M0.54%
37Vanguard Mega Cap 300 Grwth9219108166,506$1.5M0.53%
38Proshares S&p 500 Dividend Aristocrats Etf Div Aristocrat74348A46715,871$1.5M0.52%
39Pepsico Inc ComPEP7,935$1.5M0.51%
40Invesco Qqq Trust Series 1 Invsc Srs EtfIVZ3,819$1.4M0.49%
41iShares Dow Jones Sel Index46428716812,208$1.4M0.48%
42Vanguard Sector Index Fds92290855316,198$1.4M0.47%
43iShares Tr Russell 2000 X FD4642876555,855$1.1M0.38%
44Vanguard Short Term Treasury Etf92206C10218,868$1.1M0.38%
45Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf92290774620,956$1.1M0.36%
46Pfizer Inc ComPFE28,462$1.0M0.36%
47iShares Core MSCI Eafe ETF46432F84215,205$1.0M0.35%
48Unitedhealth Group Inc ComUNH2,103$1.0M0.35%
49iShares US Aggregate Bd Fund ETF46428722610,203$999,3840.34%
50DFA Tax-Mng US Sml Cap ETF25434V50017,920$982,0020.34%
51Cisco Sys Inc ComCSCO18,382$951,0850.33%
52Pimco Trust 0-5 Yr Exchange72201R78310,345$943,3610.33%
53Accenture PLC Ireland Shs Class AACN3,027$934,0720.32%
54Coca Cola Co ComKO15,228$917,0300.32%
55Deutsche X-Trackers MSCI Eafe Hedged Equity ETF23305120025,922$916,8610.32%
56Exxon Mobil Corp ComXOM8,254$885,2420.31%
57US Bancorp IncUSB-PS25,316$836,4250.29%
58Honeywell Intl Inc Com4385161063,994$828,7550.29%
59DFA Tax Managed US Targeted Value Fund ETF25434V60917,681$820,2150.28%
60Lowes Cos Inc Com5486611073,573$806,4260.28%
61Schwab Strategic Tr US Dividend Eq80852479710,404$755,5380.26%
62Schwab U.S. REIT ETF80852484737,712$736,5150.25%
63Ishares Core Dividend Growth Etf46434V62114,293$736,5130.25%
64Vanguard Index Fds Mid Cap ETF9229086293,259$717,5010.25%
65Adobe Systems IncADBE1,451$709,5240.24%
66iShares Tr US Treas Inflatio4642871766,398$688,5530.24%
67Verizon Communications ComVZ18,415$684,8540.24%
68iShares S&P 500/Barra Grwth4642873099,506$669,9830.23%
69Automatic Data Processing IncomADP3,035$667,0630.23%
70Blackrock Inc Cl ABLK959$662,8030.23%
71Texas Instruments Inc8825081043,681$662,6540.23%
72Merck & Co Inc New ComMRK5,689$656,4540.23%
73Abbott Labs ComABLZF5,882$641,2560.22%
74Intel Corp ComINTC18,934$633,1530.22%
75Emerson Elec Co ComEMR6,839$618,1770.21%
76Travelers Cos (St Paul Cos)TRV3,520$611,2830.21%
77Nextera Energy Inc (FPL)NEE-PW8,074$599,0910.21%
78iShares Trust Russell Midcap4642874997,995$583,8750.20%
79Vanguard Value ETF9229087444,056$576,2900.20%
80Vanguard Scottsdale Funds Short-Term Corp Bd92206C4097,588$574,1080.20%
81JPMORGAN Ultra-short Income Etf Ultra Short46641Q83711,440$573,6020.20%
82Home Depot Inc ComHD1,793$556,9780.19%
83Vanguard Total Corporate Bond Etf92206C5737,185$543,6170.19%
84Zoetis Inc Cl AZTS3,150$542,4620.19%
85SPDR Barclarys Short-Term Corporate Bond FD78464A47418,114$533,2760.18%
86Starbucks Corp ComSBUX5,353$530,2680.18%
87iShares-Trks MSCI Mkt X46428723413,377$529,1940.18%
88Cadence Design System IncCDNS2,149$503,9830.17%
89iShares Tr Russell McP Vl4642874734,556$500,4310.17%
90Paychex Inc ComPAYX4,458$498,7160.17%
91Disney Walt Co Com Disney2546871065,580$498,1820.17%
92Vanguard Mid-Cap Growth ETF9229085382,358$485,2060.17%
93Vanguard FTSE Delevolped Markets92194385810,213$471,6360.16%
94SPDR DJ Wilshire Sm Cap78464A3006,073$468,7750.16%
95Schwab US Tips Etf8085248708,908$467,0460.16%
96Raytheon Technologies Corp COMMONRTX4,705$460,9020.16%
97Vanguard Small Cap9229087512,265$450,4860.16%
98General Dynamics Corp ComGD2,089$449,4480.15%
99IShares TR 0-5 YR Tips ETF46429B7474,578$446,8130.15%
100Ishares Ibonds Dec 2025 Term Corporate Etf Ishr Ibnd Trm46434VBD118,319$446,6170.15%
101iShares Barclays Gnma Bond46429B3339,739$426,9580.15%
102Consolidated Edison Inc ComED4,717$426,4170.15%
103Qualcomm Inc ComQCOM3,580$426,1630.15%
104Vanguard Mid-cap Value Index Fund Mid Cap Etf9229085123,055$422,7510.15%
105Invesco S&p 500 Pure Value Etf Invsc S PIVZ5,433$421,3290.15%
106Ishares Ibonds Dec 2024 Term Corporate Etf Trm46434VBG416,593$408,5200.14%
107Morgan StanleyMS-PQ4,658$397,7930.14%
108Wal Mart Stores Inc ComWMT2,526$397,0370.14%
109AFLAC Inc ComAFL5,662$395,2080.14%
110Vanguard Intermediate Term Treas Index92206C7066,633$389,0920.13%
111Salesforce Com IncCRM1,821$384,7040.13%
112Ishare Sector SPDR Energy81369Y5064,721$383,2040.13%
113Ishares Tr Msci Eafe Minimum Volatilityetf46429B6895,665$382,3880.13%
114AT&T Inc ComT-PC23,647$377,1700.13%
115Target CorpTGT2,810$370,6390.13%
116Philip Morris Intl Inc Com7181721093,777$368,7110.13%
117iShares Tr MSCI Eafe Value Index FD4642888777,470$365,5820.13%
118Cummins Inc ComCMI1,484$363,8170.13%
119Novartis A G Sponsored ADRNVSEF3,592$362,4690.12%
120Nike Inc Cl BNKE3,280$362,0140.12%
1213M CoMMM3,609$361,2250.12%
122Thermo Electron Corp ComTMO692$361,0510.12%
123Select Sector SPDR Tr Sbi Int-Tech81369Y8032,076$360,9330.12%
124SPDR Gold Trust Gold ShsGLD1,988$354,4010.12%
125Valmont Inds Inc Com9202531011,217$354,2080.12%
126Lamb Weston Hldgs Inc CommonLW3,015$346,5740.12%
127Marathon Pete Corp ComMARA2,959$345,0190.12%
128Vanguard Sh-Term Inf9220208057,215$342,1350.12%
129Masco Corp CommonMAS5,917$339,5170.12%
130Vanguard Sm Cap9229086112,044$338,0780.12%
131Ishares Core Total Usd Bond Market Etf46434V6137,365$334,8870.12%
132Alps Sector Div. Dogs00162Q8586,700$334,7970.12%
133iShares iBonds Dec 2026 Term Corporate46435GAA014,220$333,7430.12%
134iShares Tr Russell1000grw4642876141,204$331,3170.11%
135International Business MacHscomINTR2,449$327,7010.11%
136Invesco S&p Midcap Low Volatility Etf Invsc S PIVZ6,330$327,5780.11%
137Schwab US Broad Market Etf8085241026,260$323,6420.11%
138Ishares Msci Emerging Markets Min Vol Factor Etf Ishs Emerg Mrkt Fct4642865335,800$318,8840.11%
139iShares Tr Rusl 2000 Valu4642876302,250$316,8000.11%
140Vanguard Total World Stk9220427423,245$314,7000.11%
141Applied Matls Inc Com0382221052,168$313,3630.11%
142Mastercard Inc Cl AMA796$313,0670.11%
143First Trust Small Cap Value Alphadex Fund Tr Valu Etf33737M4096,700$308,6690.11%
144Southern Co ComSOMN4,381$307,7650.11%
145Vanguard Sm Cap Grwth ETF9229085951,333$306,2430.11%
146Intercontinental Exchange Incom45866F1042,694$304,6380.10%
147Coca-Cola European Partners PLC, London ShsCCEP4,707$303,2720.10%
148iShares Tr Russell1000val4642875981,918$302,7180.10%
149Altria Group Inc ComMO6,659$301,6530.10%
150Waste Mgmt Inc Del Com94106L1091,732$300,3630.10%
151Illinois Tool Wks Inc Com4523081091,197$299,4420.10%
152EOG RES Inc ComEOG2,615$299,2610.10%
153General Mtrs Co Com37045V1007,501$289,2390.10%
154ComcastCCZ6,885$286,0720.10%
155Northrop Grumman Corp ComNOC625$284,8750.10%
156Medtronic, Inc.MDT3,219$283,5630.10%
157Jacobs Solutions INC CORP COMMONJ2,373$282,1260.10%
158Servicenow Inc CommonNOW494$277,6130.10%
159Citigroup Inc Com NewC-PR6,003$276,3780.10%
160Kimberly Clark Corp ComKMB2,000$276,1200.10%
161Laboratory Corp of Amer Hldg50540R4091,120$270,2900.09%
162Becton Dickinson & Co ComBDX1,004$265,0660.09%
163Vanguard Total International Stock Index Fund Stk Etf9219097684,685$262,7350.09%
164Enbridge Inc ComENNPF6,872$255,2950.09%
165I Shares Silver TrustSLV12,200$254,8580.09%
166Ishares Ibonds Dec 2023 Term Corporate Etf46434VAX810,000$252,9000.09%
167iShares Core MSCI Emerging Markets ETF46434G1035,077$250,2450.09%
168Blackstone Secd Lending FBX8,895$243,3670.08%
169Conagra Foods Inc ComCAG7,215$243,2900.08%
170Materials Sel Sect SPDR81369Y1002,886$239,1630.08%
171Std&Poor MidcapMDY495$237,0600.08%
172Realty Income CorpO3,917$234,1970.08%
173CVS Corp ComCVS3,371$233,0370.08%
174United Parcel Service IncUPS1,300$233,0250.08%
175Vanguard International Equity Ftse9220427754,234$230,3720.08%
176 iShares iBonds Dec 2027 Term Corporate46435UAA99,470$222,3560.08%
177Oracle Corp ComORCL-PD1,867$222,3410.08%
178Bristol Myers Squibb Co ComCELG-RI3,464$221,5230.08%
179Fiserv INC CORP COMMONFISV1,743$219,8790.08%
180Hasbro IncHAS3,297$213,5470.07%
181Allstate Corp ComALL-PJ1,945$212,0830.07%
182Grainger W W Inc Com384802104266$209,7650.07%
183Enterprise Prods Partners L Com2937921077,940$209,2190.07%
184Vanguard Short Term Bond9219378272,756$208,2350.07%
185Intuitive Surgical IncISRG606$207,2160.07%
186Phillips 66 ComPSX2,144$204,4950.07%
187DFA Tax Managed International Value ETF25434V8076,208$203,9170.07%
188Paypal Hldgs IncPYPL3,011$200,9240.07%
189Ball Corp ComBALL3,400$197,9140.07%
190Deere & Co ComDE484$196,1120.07%
191Caterpillar Inc Del ComCAT797$196,1020.07%
192Albemarle CorpALB-PA873$194,7580.07%
193iShares Barclays 1-3 Yr Cr4642886463,854$193,3550.07%
194S&p Global INC CORP COMMONSPGI477$191,2250.07%
195General Mls Inc Com3703341042,493$191,2130.07%
196Sysco Corp ComSYY2,560$189,9520.07%
197Ecolab IncECL985$183,8900.06%
198Vanguard Mtg-Backed92206C7713,949$181,6150.06%
199Toronto Dominion BankTORO2,890$179,2090.06%
200American Elec Pwr Inc Com0255371012,121$178,5880.06%
201Vanguard Intermediate9219378192,365$177,8850.06%
202Baxter Intl Inc Com0718131093,897$177,5470.06%
203First Trust Emerging Markets Small Cap Aphadex ETF33737J3074,880$177,3880.06%
204First Tr Value Line Divid33734H1064,396$176,2530.06%
205Vanguard Intrmdiate-Term Bd92206C8702,221$175,5260.06%
206Amphenol Corp New Cl A0320951012,000$169,9000.06%
207Intuit ComINTU369$169,0720.06%
208Vanguard High Div Yield9219464061,538$163,1360.06%
209Vanguard S & P 500 Value9219327031,038$161,6170.06%
210Schwab Charles Corp New ComSCHW-PJ2,832$160,5180.06%
211Conocophillips ComCOP1,544$159,9740.06%
212Tesla IncTSLA608$159,1560.05%
213American Tower Corp Class A03027X100817$158,4490.05%
214Genuine Parts Co ComGPC929$157,2150.05%
215Nuveen Mun Value FD Inc ComNU18,000$156,6000.05%
216Duke Energy Corp New Com NewDUKB1,723$154,6220.05%
217Gilead Sciences StockGILD1,936$149,2080.05%
218SPDR Ser Tr S&P Divid ETF78464A7631,202$147,3410.05%
219Nvidia CorpNVDA347$146,7880.05%
220Vanguard Mega Cap 300 ETF921910873923$144,4130.05%
221Magellan Midstream Prtnrs Lpcom Unit RP LP5590801062,290$142,7130.05%
222Invesco Van Kampen MunIVZ15,000$141,9000.05%
223Taiwan Semiconductor Mfg Ltdsponsored ADR8740391001,398$141,0860.05%
224Healthpeak PropertiesDOC6,999$140,6800.05%
225Spdr Series Trust Portfolio Large Cap Etf78464A8542,670$139,1340.05%
226Prologis INC ReitPLDGP1,111$136,2420.05%
227Ishares Trust S & P 1500 Total US Stock Market Etf4642871501,379$134,9210.05%
228Palo Alto Networks Inc.PANW528$134,9090.05%
229Shell Plc ADRRYDAF2,222$134,1640.05%
230iShares Midcap 400/Barra4642876061,760$132,0000.05%
231Spdr Portfolio S&p 500 Value Etf78464A5083,034$131,0690.05%
232Vanguard Large-cap Index Fund Large Cap Etf922908637634$128,5240.04%
233Transdigm Group Inc CommonTDG143$127,8660.04%
234Broadcom IncAVGO147$127,5120.04%
235Schwab US Large-cap Growth Etf Large Cap8085243001,693$126,8900.04%
236BHP Billiton LTD Sponsored ADRBHPLF2,123$126,6790.04%
237Vanguard World Fds Inf Tech ETF92204A702271$119,8250.04%
238Marriott Intl Inc New Cl A571903202649$119,2150.04%
239Occidental Pete Corp Del Com6745991052,000$117,6000.04%
240Select Sector SPDR Tr Sbi Int-Finl81369Y6053,486$117,5130.04%
241Alliant Energy Corp ComLNT2,212$116,0860.04%
242Colgate Palmolive Co ComCL1,506$116,0220.04%
243DFA T.A. US Core Equity Fund ETF25434V7084,180$113,4920.04%
244Alerian MLP ETF00162Q4522,831$111,0040.04%
245State Str Corp ComSTT-PG1,488$108,8920.04%
246Mondelez Intl Inc Cl A6092071051,490$108,6810.04%
247Vanguard International Dividend Appreciation9219468101,447$108,6550.04%
248Dominion RES Inc VA New ComD2,082$107,8270.04%
249Schw Emg Mkt Eq ETF8085247064,329$106,6230.04%
250Dimensional US Markets ETF25434V7243,039$104,8460.04%
251Air Prods & Chems Inc ComAIIR344$103,0380.04%
252Eaton Corp PLC ShsETN512$102,9630.04%
253Cintas Corp COMMONCTAS207$102,8960.04%
254ATMOS Energy Corp ComATO881$102,4960.04%
255First Trust Morningstar3369171092,980$101,3330.03%
256Align Technology IncALGN286$101,1410.03%
257Schwab US Large Cap Value ETF8085244091,503$100,8360.03%
258TJX Cos Inc New Com8725401091,189$100,8150.03%
259XCEL Energy Inc ComXELLL1,617$100,5290.03%
260Vanguard Russell 1000 Growth Etf92206C6801,412$99,9130.03%
261Schw Intl Eq ETF8085248052,773$98,8570.03%
262Simon Ppty Group Inc New Common828806109852$98,3890.03%
263Microchip Technology Inc ComMCHPP1,094$98,0110.03%
264Invesco S&p 500 Pure Growth Portfolio Powershr EtfIVZ624$95,1970.03%
265Amgen Inc ComAMGN420$93,2480.03%
266Chubb LimitedCB483$93,0060.03%
267Lockheed Martin Corp ComLMT201$92,5360.03%
268iShares Iboxx Invt Grade Corp Bd Fund464287242850$91,9190.03%
269Williams Sonoma IncWSM720$90,1010.03%
270Vanguard Extended MKT ETF922908652605$90,0420.03%
271Ameren Corp ComAEE1,100$89,8370.03%
272Cons Staple Sector SPDR81369Y3081,209$89,6720.03%
273Vanguard Intl Equity Index9220428741,450$89,4650.03%
274Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre EtfWT2,057$88,6360.03%
275First Tr Exchange33740F8052,000$88,3400.03%
276Astrazeneca PLC Sponsored ADRAZN1,229$87,9600.03%
277Sherwin Williams CO Sherwin Williams CORP COMMONSHW331$87,8870.03%
278NXP Semiconductors NVNXPI428$87,6030.03%
279First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf33739Q2001,829$87,1880.03%
280Wisconsin Energy Corp.WEC982$86,6520.03%
281SPDR Dow Jones Indl Avrg ETF ut Ser 178467X109250$85,9630.03%
282Boeing Co ComBA-PA402$84,8860.03%
283Ishares MSCI Eafe Growth Index ETF464288885883$84,2470.03%
284iShares Trust High Divid Equ46429B663819$82,5070.03%
285Edwards Lifesciences Corp ComEW859$81,0290.03%
286Evergy INC CORP COMMONEVRG1,366$79,8020.03%
287Diageo P L C Spon ADR NewDGEAF455$78,9330.03%
288BP PLC Sponsored ADRBPPFF2,235$78,8730.03%
289Goldman Sachs Activebeta US Large Cap Equity Etf Actvbeta LrgNVGLF889$77,6100.03%
290First Trust Preferred Securities and Income FD33739E1084,783$76,3850.03%
291First Trust Enhanced Short Maturity Etf Mtrty33739Q4081,285$76,3420.03%
292Dupont De Nemours INC CORP COMMONDD1,066$76,1550.03%
293Anheuser Busch Inbev SA/NV Sponsored ADRBUDFF1,336$75,7780.03%
294Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf9220426761,883$75,6780.03%
295O'Reilly Automotive Inc67103H10779$75,4690.03%
296Rockwell Automation IncROK229$75,4440.03%
297Mid-America Apartment Communicties59522J103496$75,3230.03%
298Alcon Ag CORP COMMONALC912$74,8840.03%
299iShares Barclays Intermediate Cr Bd4642886381,470$74,3380.03%
300CME Group Inc Class ACME401$74,3010.03%
301Fidelity High Dividend ETF3160928401,850$73,5190.03%
302Oneok Inc New ComOKE1,191$73,5090.03%
303First Trust Capital Strength ETF33733E104974$73,1280.03%
304Freeport-McMoran CopperFCX1,825$73,0000.03%
305Fastenal Co ComFAST1,234$72,7940.03%
306Schwab US Small-cap Etf Small Cap8085246071,654$72,4450.02%
307Principal Financial Group IncomPFG951$72,1240.02%
308Keysight Technologies IncKEYS426$71,3340.02%
309Canadian Pac Ry LTD BDRCP882$71,2390.02%
310Ameriprise Finl Inc Com03076C106213$70,7500.02%
311Kimco Realty Corp49446R1093,581$70,6170.02%
312Vanguard 500 Grwth Index Fund #3341921932505277$70,3830.02%
313IShares Morningstar Mid Cap ETF4642882081,102$69,7460.02%
314iShares Tr Large Grwth4642871191,114$69,4480.02%
315Nuveen Municpal Credit ETFNU5,953$69,4120.02%
316Sanofi Aventis Sponsored ADRSNYNF1,287$69,3690.02%
317Relx Plc ADR Rep CORP COMMONRLXXF2,048$68,4650.02%
318IQ Merger Arbitrage Etc45409B8002,150$67,0800.02%
319Dover Corp ComDOV454$67,0330.02%
320SPDR DJ Wilshire Internationreal78463X8632,671$66,1610.02%
321iShares Tr Russell McP Gr464287481683$65,9980.02%
322Dow INC CORP COMMONDOW1,236$65,8290.02%
323Fidelity Total Bd ETF3161883091,449$65,8140.02%
324Metlife Inc ComMET-PF1,164$65,8010.02%
325Crown Castle Intl Co REITCCI577$65,7430.02%
326Markel Corp ComMKL47$65,0090.02%
327Invesco Total Return Bond Etf InvscIVZ1,398$64,9510.02%
328Nuveen Select Tax-Free Income PortfolioNU4,491$64,7150.02%
329First Trust Short Duration Managed Municipal Etf Durat Mang Mun33739P8303,228$63,7210.02%
330SPDR Doubleline Total Return Tactical ETF78467V8481,561$63,2990.02%
331Smucker J M Co Com New832696405420$62,0210.02%
332Dollar General Corp256677105364$61,8000.02%
333Firstenergy Corp CommonFE1,582$61,5080.02%
334Apache CorporationAPA1,800$61,5060.02%
335Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON344419106549$60,8510.02%
336Agilent Technologies Inc ComA500$60,1250.02%
337GE Healthcare Technologies INC CORP COMMONGEHC736$59,7930.02%
338Capital Group International Focus Equity Etf Intrtnl Foc Eqy14019W1092,540$59,7410.02%
339First Trust Nasdaq Cybersecurity Etf Cybrscrty33734X8461,312$59,5780.02%
340SPDR Series Tr Barclays Highyield78468R622644$59,2670.02%
341American Express Co ComAXP340$59,2280.02%
342Canadian Natl Railway Co136375102489$59,2030.02%
343iShares Rusell Top 200464289446552$58,8650.02%
344Broadridge Finl Solutions Incom11133T103354$58,6330.02%
345iShares Smallcap 600/Barra V464287887510$58,6140.02%
346Parker Hannifin CorpPH150$58,5060.02%
347Spdr S&p 400 Mid Cap Value Etf78464A839846$58,1880.02%
348Danaher Corp235851102240$57,6000.02%
349Advanced Micro Devices IncAMD501$57,0690.02%
350Boston Scientific Corp CommonBSX1,055$57,0650.02%
351Walgreens Boots Alliance Inc9314271081,996$56,8660.02%
352Leggett & Platt Inc ComLEG1,900$56,2780.02%
353FedEx Corp ComFDX227$56,2730.02%
354Truist Financial Corp COMMON89832Q1091,824$55,3580.02%
355Check Point Software Technologies Ltd Technologis CORP COMMONM22465104435$54,6450.02%
356Cardinal Health Inc ComCAH575$54,3780.02%
357Blackstone Group INC CLASS A CORP COMMONBX583$54,2020.02%
358Centene CorpCNC791$53,3530.02%
359Splunk Inc Common848637104502$53,2570.02%
360Sap Aktiengesellschaft Sponsored ADRSAPGF386$52,8090.02%
361Clorox Co Del ComCLX330$52,4830.02%
362Brookfield Corp CLASS A COMMON11271J1071,548$52,0900.02%
363Ingredion Inc ComINGR486$51,4920.02%
364Otis Worldwide Corp COMMONOTIS572$50,9140.02%
365Stryker Corp ComSYK165$50,3400.02%
366Church & Dwight Inc ComCHD500$50,1150.02%
367Ishares Ibonds Dec 2024 Term Treasury Etf46436E8742,086$49,6470.02%
368Delta Air Lines Inc.DAL1,040$49,4420.02%
369Roku IncROKU771$49,3130.02%
370Resmed Inc CommonRSMDF225$49,1630.02%
371Ishares Ibonds Dec 2025 Term Treasury Etf46436E8662,125$49,1510.02%
372Ishares Ibonds Dec 2026 Term Treasury Etf46436E8582,164$49,0150.02%
373KLA-Tencor Corp ComKLAC100$48,5020.02%
374Canon Inc ADRCAJFF1,836$48,2680.02%
375Pimco Total Return72201R775526$48,1920.02%
376Pimco Exch Traded Fund72201R833483$48,1840.02%
377iShares Tr S & P Pfd Stk Indx FD4642886871,550$47,9420.02%
378Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr46434V4561,343$47,8110.02%
379International Flavors & Fragrances Inc459506101600$47,7540.02%
380Ishares US Treasury Bond46429B2672,080$47,6320.02%
381Ryanair Holdings PLCRYAOF430$47,5580.02%
382Invesco S&p 500 Quality Etf Invsc S PIVZ936$47,2360.02%
383Stanley Black Decker IncSWK500$46,8550.02%
384GSK PLc Sponsored ADRGLAXF1,299$46,2960.02%
385V F Corp ComVFC2,421$46,2170.02%
386Lululemon Athletica IncLULU122$46,1770.02%
387Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs74347B698774$45,7740.02%
388Invesco S&p Smallcap Low Volatility Etf Invsc S P VolatiltyIVZ1,145$45,6050.02%
389L3harris Technologies INC CORP COMMONLHX230$45,0270.02%
390First Trust Dow Jones Globalselect Div33734X2002,100$45,0240.02%
391Vanguard Long-term Bond Index Fund Long Term Etf921937793600$44,9520.02%
392Ishares Trust Dj US Financial Financials Etf464287788601$44,8410.02%
393MDU RES Group Inc Com5526901092,132$44,6440.02%
394Hartford Finl Svcs Group InccomHIG-PG617$44,4360.02%
395Lauder Estee Cos Inc Cl A518439104225$44,1860.02%
396Ishares Tr Short-term Natl Mun Bd Etffd464288158423$44,0090.02%
397Novo Nordisk A/SNONOF271$43,8560.02%
398Invesco S & P 500IVZ479$43,4850.01%
399Fortune Brands Home & Sec IncomFBIN600$43,1700.01%
400Roper Inds Inc New ComROP89$42,7910.01%
401DNP Select Income Fund Inc23325P1044,051$42,4540.01%
402iShares Global Energy ETF4642873411,139$42,3940.01%
403McKesson Corp ComMCK98$41,8760.01%
404Equinor Asa ADR Rep CORP COMMONSTOHF1,428$41,7120.01%
405Capital One Finl Corp Com14040H105378$41,3420.01%
406iShares JP Morgan Em Bond FD464288281461$39,8950.01%
407Select Sector SPDR Tr Sbi Healthcare81369Y209300$39,8190.01%
408Carrier Global Corp COMMONCARR800$39,7680.01%
409iShares Lehman 7-10 Yr Index464287440410$39,6060.01%
410ICICI BK Limited ADR (India)IBN1,675$38,6590.01%
411Prudential Finl Inc ComPUKPF432$38,1110.01%
412Phillips Edison & CO INC And Company CORP COMMONPECO1,111$37,8630.01%
413IShares MSCI USA Qlty46432F339280$37,7640.01%
414First Trust Mid cap Rising Dividend ETF33741X1021,318$37,3130.01%
415BK Nova Scotia Halifax (Canada)064149107735$36,7790.01%
416Independence Realty Trust45378A1062,011$36,6400.01%
417First Trust Rising Dividend Achievers Etf Ft33738R506775$36,5030.01%
418Welltower IncWELL450$36,4010.01%
419Activision Blizzard Inc00507V109430$36,2490.01%
420Nucor Corp ComNUE220$36,0760.01%
421Uber Technologies INC CORP COMMONUBER830$35,8310.01%
422Goldman Sachs Group Inc ComGSCE111$35,8020.01%
423Ishares Core S&p US Growth Etf464287671366$35,7480.01%
424Humana Inc ComHUM79$35,3230.01%
425Corning Inc ComGLW1,000$35,0400.01%
426Clarivate PLC Ordinady SharesCLVT3,650$34,7850.01%
427Nuveen Bloomberg Municipal Bond ETF78468R721752$34,7110.01%
428Zimmer Hldgs Inc ComZBH238$34,6530.01%
429California Wtr Svc Group Com130788102670$34,5920.01%
430Ambev SA Sponsored ADRABEV10,873$34,5760.01%
431Dr Horton Inc23331A109281$34,1950.01%
432Compass Minerals Intl IncCOMP1,000$34,0000.01%
433Blackrock Municipal Income Quality Trust Incom CfBLK3,000$33,7500.01%
434Blackrock Muniyield Quality Fund INC Muniyld CfBLK2,900$33,5530.01%
435Berkley W R Corp CommonWRB-PH553$32,9370.01%
436Nuveen AMT-Free MunicipalNU3,000$32,7900.01%
437Ishares Lehman 20 Year Pls Treasury Bnd Etf464287432315$32,4260.01%
438Autodesk INC CORP COMMONADSK158$32,3280.01%
439Idex Corp45167R104150$32,2890.01%
440SPDR FD-Sh of Beneficial Int81369Y704300$32,1960.01%
441Takeda Pharmaceutical CO Ltd Pharmaceuticl ADR Rep 0.5 CORP COMMONTKPHF2,039$32,0280.01%
442Exact Sciensces Corp30063P105337$31,6440.01%
443Dun & Bradstreet 26484T1062,715$31,4130.01%
444Blackrock Muniholdings QTYBLK3,200$31,0720.01%
445Monster Beverage CorMNST540$31,0180.01%
446Dexcom Inc CommonDXCM241$30,9710.01%
447WisdomTree Floating Rate Treasury FdWT615$30,9470.01%
448Spdr Bloomberg 1-3 Month T-bill Etf 1 3 Mnth T Bll78468R663336$30,8520.01%
449Rio Tinto PLC Sponsored ADRRTNTF481$30,7070.01%
450Banco Bilbao Vizcaya Argentaria SABBVXF3,965$30,4510.01%
451Invesco S&P 500 Top 50 ETFIVZ87$30,2750.01%
452Fs Kkr Capital Corp COMMONFSK1,571$30,1320.01%
453Manulife Financial Corp 56501R1061,589$30,0480.01%
454Autozone INC CORP COMMONAZO12$29,9200.01%
455Corteva INC CORP COMMONCTVA518$29,6810.01%
456PPG Inds Inc Com693506107200$29,6600.01%
457Air BnB Ordinary Share Class AABNB229$29,3490.01%
458Centerpoint Energy Inc ComCNP987$28,7710.01%
459Motorola IncMSI98$28,7410.01%
460CDW CorpCDW155$28,4430.01%
461McCormick & Co Inc Com Non VtgMKC-V325$28,3500.01%
462Veeva Systems INC CLASS A CORP COMMONVEEV143$28,2750.01%
463Schwab Fundamental U.S. Large Company Index ETF808524771488$28,0940.01%
464Seagate Technology Holdings PLCSE449$27,7800.01%
465Ishares Ultra Short-term Bond Etf Short Term46434V878543$27,3130.01%
466Williams Cos Inc Del Com969457100832$27,1480.01%
467Invesco Cef Income Composite Etf InvscIVZ1,500$27,1200.01%
468Vanguard Charlotte Funds Total Intl Bd ETF92203J407554$27,0800.01%
469Shopify INC CLASS A Sub Vtg CORP COMMONSHOP417$26,9380.01%
470Netflix INC CORP COMMONNFLX61$26,8700.01%
471Flexshares International Quality Div Dyn Idx Flexshs Intl Qty Ind EtfFLEX997$26,3810.01%
472Public StoragePSA-PS90$26,2690.01%
473Alibaba Group Hldg LTD Spon ADRBBAAY315$26,2550.01%
474Sector XLX Utilities81369Y886400$26,1760.01%
475Blackrock Muni Inc ETFBLK2,247$25,7060.01%
476Chunghwa Telecom Co LTDCHT687$25,6180.01%
477Archer Daniels Midland CoADM336$25,3880.01%
478Invesco S&p 500 High Div Low Volatility Etf Invsc S P Lw VltltyIVZ614$25,3770.01%
479Pacer US Small Cap Cash Cows 100 Etf69374H857612$24,9020.01%
480Generac Holdings IncGNRC164$24,4570.01%
481Casey's General Stores Inc147528103100$24,3880.01%
482iShares Tr Russell 2000 Grw464287648100$24,2660.01%
483iShares Smallcap 600/Barra464287879248$23,5820.01%
484iShares Floating Rate Bond ETF46429B655459$23,3260.01%
485Norfolk Southern Corp Com655844108102$23,1300.01%
486Pimco 1-5 Year US Tips Index Exchange-traded Fund Etf72201R205455$22,8870.01%
487Nuveen Bloomberg High Yield Municipal Bond ETF78464A284896$22,3990.01%
488Copart INC CORP COMMONCPRT245$22,3460.01%
489Schlumberger LTD ComSLB454$22,3000.01%
490Reaves Utility Inc Trust756158101804$22,0460.01%
491Polaris Inds Inc ComPII180$21,7670.01%
492Wisdomtree Smallcap DividendfundWT735$21,1610.01%
493Kinder Morgan Inc Del ComEP-PC1,227$21,1290.01%
494SBA Communications Corp NewSBAC91$21,0900.01%
495Cigna Corp COMMON12552310075$21,0450.01%
496Chewy IncCHWY532$20,9980.01%
497Ishares US Tech Breakthrough Multisector Etf Brkthrgh Mltsctr46436E502553$20,9260.01%
498Spdr S&p Kensho New Economies Composite Etf Eco COMMON78468R648468$20,8730.01%
499Ares Cap Corp ComARCC1,100$20,6690.01%
500Pt Telekomunikasi Indonesia TBK715684106775$20,6690.01%