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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 (Amended)

Old North State Trust, LLC

Quarter ended Q2 2023 · Filed May 24, 2023 · Accession 0001760444-23-000003

Total Value
$144,467
Positions
456
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (456)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Core 1-5 Year USD Bond ETF46432F859331,003$15,60810.80%
2Apple IncAAPL46,247$7,6265.28%
3FNB Corp/PA302520101651,123$7,5535.23%
4SPDR Blmbg Barclays Convert Secs ETF78464A35980,338$5,3883.73%
5SPDR S&P 500 ETFSPY12,178$4,9863.45%
6Microsoft CorpMSFT14,553$4,1962.90%
7Royal Bank of Canada78008710238,989$3,7272.58%
8Duke Energy CorpDUKB26,614$2,5671.78%
9Eli Lilly & CoLLY7,459$2,5621.77%
10iShares Edge MSCI Min Vol USA ETF46429B69727,802$2,0221.40%
11Arthur J Gallagher & Co36357610910,514$2,0111.39%
12Procter & Gamble Co/The74271810911,684$1,7371.20%
13iShares Select Dividend ETF46428716813,382$1,5681.09%
14Southern Co/TheSOMN21,994$1,5301.06%
15Invesco S&P 500 Low Volatility ETFIVZ24,376$1,5211.05%
16Truist Financial Corp89832Q10943,274$1,4761.02%
17iShares Core S&P Mid-Cap ETF4642875075,811$1,4541.01%
18Johnson & JohnsonJNJ9,273$1,4370.99%
19Cisco Systems IncCSCO27,367$1,4310.99%
20Home Depot Inc/TheHD4,774$1,4090.98%
21iShares Core Total USD Bond Market ETF46434V61330,417$1,4040.97%
22AbbVie IncABBV8,234$1,3120.91%
23Bristol-Myers Squibb CoCELG-RI18,309$1,2690.88%
24iShares Core S&P Small-Cap ETF46428780413,105$1,2670.88%
25Coca-Cola Co/TheKO19,964$1,2380.86%
26Pfizer IncPFE29,969$1,2230.85%
27iShares Russell 2000 ETF4642876556,768$1,2070.84%
28Verizon Communications IncVZ29,559$1,1500.80%
29Vanguard Total Stock Market ETF9229087695,485$1,1190.77%
30Merck & Co IncMRK10,476$1,1150.77%
31NVIDIA CorpNVDA3,952$1,0980.76%
32McDonald's CorpMCD3,803$1,0630.74%
33Genuine Parts CoGPC6,240$1,0440.72%
34Costco Wholesale Corp22160K1052,021$1,0040.69%
351/100 BERKSHIRE HTWY CLA 100 SBRK-A200$9310.64%
36PepsiCo IncPEP4,907$8950.62%
37Berkshire Hathaway Inc Class BBRK-A2,788$8610.60%
38Intel CorpINTC24,488$8000.55%
39Amazon.com IncAMZN7,660$7910.55%
40Wells Fargo & Co94974610121,041$7870.54%
41Exxon Mobil CorpXOM7,069$7750.54%
42Target CorpTGT4,609$7630.53%
43Walmart IncWMT5,094$7510.52%
44Mondelez International Inc60920710510,307$7190.50%
45Bank of America Corp06050510423,584$6750.47%
46Vanguard Mid-Cap ETF9229086293,156$6660.46%
47SPDR S&P MidCap 400 ETFMDY1,451$6650.46%
48Vanguard FTSE All-World ex-US ETF92204277512,041$6440.45%
49Ameriprise Financial Inc03076C1061,993$6110.42%
50Walt Disney Co/The2546871065,886$5890.41%
51Vanguard FTSE Developed Markets ETF92194385813,019$5880.41%
52Automatic Data Processing IncADP2,630$5860.41%
53Chipotle Mexican Grill INCCMG335$5720.40%
54JPMorgan Chase & CoVYLD4,303$5610.39%
55Unilever PLCUNLYF10,452$5430.38%
56S&T Holdings LLCSTBA78,496$5340.37%
57International Business MachineINTR4,022$5270.36%
58Blackstone GroupBX5,966$5240.36%
59Honeywell International Inc4385161062,726$5210.36%
60Enbridge IncENNPF13,564$5170.36%
61Accenture PLCACN1,803$5150.36%
62NIKE IncNKE4,102$5030.35%
63NextEra Energy IncNEE-PW6,304$4860.34%
64Mastercard IncMA1,336$4860.34%
65AT&T IncT-PC25,065$4830.33%
66Chevron CorpCVX2,940$4800.33%
67Alphabet Inc Class CGOOG4,610$4790.33%
68Archer-Daniels-Midland CoADM5,864$4670.32%
69Union Pacific CorpUNP2,262$4550.31%
70Kimberly-Clark CorpKMB3,354$4500.31%
71Invesco QQQ TrustIVZ1,384$4440.31%
72Valero Energy CorpVLO2,978$4160.29%
73Alphabet Inc Class AGOOG3,820$3960.27%
74T-Mobile US INC TMUSZ2,724$3950.27%
75Financial Select Sector SPDR ETF81369Y60512,196$3920.27%
76Abbott LaboratoriesABLZF3,761$3810.26%
77Estee Lauder Cos Inc/The5184391041,504$3710.26%
78iShares S&P 500 Growth ETF4642873095,790$3700.26%
79Kinder Morgan Inc/DEEP-PC20,843$3650.25%
80BCE IncBCPPF8,053$3610.25%
81MetLife IncMET-PF6,164$3570.25%
82Amgen IncAMGN1,434$3470.24%
83SanofiSNYNF6,361$3460.24%
84Kraft Heinz Co/TheKHC8,822$3410.24%
85ABB LtdABLZF9,847$3380.23%
86Ishares Trust S & P 1500 Total US Stock Market Etf4642871503,687$3340.23%
87Lockheed Martin CorpLMT698$3300.23%
88UnitedHealth Group IncUNH688$3250.22%
89Tractor Supply CoTSCO1,340$3150.22%
90Zoetis IncZTS1,889$3140.22%
91Waste Management Inc94106L1091,910$3120.22%
92Becton Dickinson and CoBDX1,251$3100.21%
93Weyerhaeuser CoWY10,304$3100.21%
94Lululemon Athletica INC CORP COMMONLULU850$3100.21%
95Microchip Technology IncMCHPP3,634$3040.21%
96Sysco CorpSYY3,844$2970.21%
97iShares Russell Mid-Cap Growth ETF4642874813,239$2950.20%
98AllianceBernstein Holding LP01881G1068,035$2940.20%
99Dominion Energy IncD5,257$2940.20%
100HINES GLOBAL INCOME TRUS T INC43324340927,131$2920.20%
101CVS Health CorpCVS3,846$2860.20%
102Technology Select Sector SPDR ETF81369Y8031,897$2860.20%
103Facebook IncMETA1,351$2860.20%
104Prudential Financial IncPUKPF3,446$2850.20%
105Norfolk Southern Corp6558441081,342$2850.20%
106McKesson CorpMCK788$2810.19%
107iShares S&P 500 Value ETF4642874081,837$2790.19%
108American Tower Corp03027X1001,355$2770.19%
109Taiwan Semiconductor8740391002,964$2760.19%
110Nucor CorpNUE1,787$2760.19%
111Northrop Grumman CorpNOC598$2760.19%
112First Citizens BancShares Inc/NC31946M103278$2710.19%
113Invesco Variable Rate Preferred ETFIVZ11,868$2630.18%
114Altria Group IncMO5,671$2530.18%
115Citigroup IncC-PR5,226$2450.17%
116Bank of Nova Scotia/The0641491074,872$2450.17%
117Deere & CoDE581$2400.17%
118Pioneer Natural Resources CO Resource CORP COMMON7237871071,177$2400.17%
119ELEVANCE HEALTH INCELV513$2360.16%
120Enterprise Products Partners LP2937921078,955$2320.16%
121LyondellBasell Industries NVLYB2,446$2300.16%
122United Parcel Service IncUPS1,180$2290.16%
123Medtronic PLCMDT2,834$2280.16%
124iShares Core S&P 500 ETF464287200550$2260.16%
125Crown Castle International CorpCCI1,667$2230.15%
126Energy Transfer LPET-PI17,739$2210.15%
127Vanguard Real Estate ETF9229085532,645$2200.15%
128Aflac IncAFL3,415$2200.15%
129Lowe's Cos Inc5486611071,102$2200.15%
130Visa IncV972$2190.15%
1313M CoMMM2,061$2170.15%
132Sonoco Products Co8354951023,395$2070.14%
133Advanced Micro Devices IncAMD2,068$2030.14%
134Emerson Electric CoEMR2,311$2010.14%
135Jacobs Solutions INC CORP COMMONJ1,697$1990.14%
136Philip Morris International In7181721092,016$1960.14%
137Leggett & Platt IncLEG5,995$1910.13%
138Morgan StanleyMS-PQ2,169$1900.13%
139DuPont de Nemours IncDD2,637$1890.13%
140Pembina Pipeline CorpPPLOF5,790$1880.13%
141Vanguard Short-Term Inflation-Protected Securities ETF9220208053,932$1880.13%
142NUVEEN HIGH YIELD MUNICI PAL BNU12,133$1840.13%
143Rio Tinto Plc ADR Rep One CORP COMMONRTNTF2,689$1840.13%
144TRP INTEGRATED US SMALL- CAP G7799171034,931$1830.13%
145Marvell Technology INC CORP COMMONMRVL4,133$1790.12%
146Boeing Co/TheBA-PA834$1770.12%
147Astrazeneca Plc ADR Rep 0.5 CORP COMMONAZN2,495$1730.12%
148Danaher Corp235851102682$1720.12%
149iShares Edge MSCI Min Vol EAFE ETF46429B6892,527$1710.12%
150M&T Bank Corp55261F1041,418$1700.12%
151Broadcom incAVGO257$1650.11%
152Vanguard Dividend Appreciation ETF9219088441,074$1650.11%
153Cummins IncCMI686$1640.11%
154Goldman Sachs Group Inc/TheGSCE492$1610.11%
155Chubb LtdCB827$1610.11%
156Gsk Plc ADR Rep 2 CORP COMMONGLAXF4,506$1600.11%
157Dow IncDOW2,849$1560.11%
158Raytheon Technologies Corp COMMONRTX1,504$1470.10%
159Analog Devices IncADI697$1370.09%
160Entergy CorpENO1,270$1370.09%
161General Mills Inc3703341041,552$1330.09%
162Thermo Fisher Scientific IncTMO230$1330.09%
163Kla Corp COMMONKLAC326$1300.09%
164Colgate-Palmolive CoCL1,721$1290.09%
165CSX CorpCSX4,200$1260.09%
166NXP Semiconductors NVNXPI664$1240.09%
167Netflix IncNFLX357$1230.09%
168ConocoPhillipsCOP1,196$1190.08%
169Parker-Hannifin CorpPH346$1160.08%
170DIGITAL REALT 5.85 PFD PFD SE2538688305,000$1160.08%
171PGIM HIGH YIELD Z74440Y80125,022$1150.08%
172BlackRock IncBLK170$1140.08%
173FirstEnergy CorpFE2,794$1120.08%
174Magellan Midstream Partners Limited Partnership5590801062,000$1090.08%
175WisdomTree Emerging Markets High Div ETFWT2,872$1090.08%
176Electronic Arts IncEA897$1080.07%
177Goldman Sachs ActiveBeta US LgCp Eq ETFNVGLF1,301$1060.07%
178Starbucks CorpSBUX1,021$1060.07%
179iShares S&P Mid-Cap 400 Value ETF4642877051,017$1050.07%
180Caterpillar IncCAT460$1050.07%
181JPMORGAN CHASE & 6 PFD PFD SEVYLD4,150$1040.07%
182Clorox Co/TheCLX645$1020.07%
183Air Products & Chemicals IncAIIR354$1020.07%
184Public Service Enterprise Group Inc7445731061,620$1010.07%
185First Trust Technology AlphaDEX ETF33734X176964$1010.07%
186British American Tobacco PLCBritish American Tobacco PLC1104481072,852$1000.07%
187Comcast CorpCCZ2,612$990.07%
188TOTALENERGIES SE F SPONSORED ATTE1,648$970.07%
189Newmont CorporationNEMCL1,971$970.07%
190Chemours Co/TheCC3,231$970.07%
191PNC Financial Services Group Inc/The693475105745$950.07%
192Eversource EnergyES1,198$940.07%
193Novartis AGNVSEF1,015$930.06%
194Discover Financial Services254709108934$920.06%
195PIMCO PREFERRED AND CAPI TAL S72202E66611,116$910.06%
196Marriott International Inc/MD571903202541$900.06%
197Lincoln National Corp5341871093,923$880.06%
198Texas Instruments Inc882508104472$880.06%
199Quanta Services Inc74762E102523$870.06%
200MARSH & MC LENNAN CO571748102522$870.06%
201Corning IncGLW2,447$860.06%
202Masco CorpMAS1,732$860.06%
203Vanguard Consumer Staples ETF92204A207429$830.06%
204Eaton Corp PLCETN483$830.06%
205Applied Materials Inc038222105658$810.06%
206Sap SESAPGF640$810.06%
207ISHARES SHORT MATURITY BOND ETF46431W5071,603$800.06%
208Srh Total Return Fund INC CfSTEW6,400$790.05%
209Simon Property Group INC 828806109708$790.05%
210Yum! Brands IncYUM600$790.05%
211Warner Bros Discovery INC Bros. Srs A CORP COMMONWBD5,067$770.05%
212Capital One Financial Corp14040H105791$760.05%
213Shell Plc ADR Each Rep 2 CORP COMMONRYDAF1,302$750.05%
214Humana IncHUM154$750.05%
215Vanguard Value ETF922908744541$750.05%
216Micron TechnologiesMU1,204$730.05%
217Kroger Co/TheKR1,456$720.05%
218Hormel Foods Corp COMMONHRL1,812$720.05%
219Catalent INC 1488061021,081$710.05%
220Allstate Corp/TheALL-PJ644$710.05%
221Novo Nordisk A/s ADR Repsg 1 CORP COMMONNONOF443$700.05%
222iShares Russell Mid-Cap ETF464287499995$700.05%
223PRINCIPAL FINANCIAL GROUP INCPFG922$690.05%
224Occidental Petroleum Corp6745991051,112$690.05%
225Edwards Lifesciences CorpEW840$690.05%
226Vanguard Mid-Cap Value ETF922908512500$670.05%
227TRANE TECHNOLOGIES PLC FTT366$670.05%
228Qorvo IncQRVO650$660.05%
229iShares Edge MSCI Min Vol USA Sm-Cp ETF46435G4331,875$650.04%
230BP PLCBPPFF1,714$650.04%
231Real Estate Select Sector SPDR81369Y8601,739$650.04%
232TJX Cos Inc/The872540109796$620.04%
233L3Harris Technologies IncLHX318$620.04%
234Oracle CorpORCL-PD644$600.04%
235Expedia Group IncEXPE609$590.04%
236Stryker CorpSYK203$580.04%
237Illinois Tool Works Inc452308109233$570.04%
238HCA Healthcare IncHCA216$570.04%
239Charles Schwab Corp/TheSCHW-PJ1,092$570.04%
240PPL CorpPPLC2,013$560.04%
241Phillips 66PSX552$560.04%
242American Electric Power Co Inc025537101618$560.04%
243Motorola Solutions IncMSI192$550.04%
244Zimmer Biomet Holdings IncZBH424$550.04%
245Ecolab IncECL332$550.04%
246Avery Dennison CorpAVY303$540.04%
247Linde Plc CORP COMMONLIN150$530.04%
248Sun Life Financial IncSUNFF1,129$530.04%
249Carrier Global Corp COMMONCARR1,128$520.04%
250General Dynamics CorpGD229$520.04%
251Avalonbay Communities INC Reit CORP COMMONAWX301$510.04%
252Realty Income CorpO803$510.04%
253Fastenal CoFAST924$500.03%
254UNIV AK 423 PUB EDUC DUE 10/0914046XT950,000$500.03%
255QUALCOMM IncQCOM377$480.03%
256Invesco LtdIVZ2,930$480.03%
257Dover CorpDOV309$470.03%
258ISHARES FLOATING RATE BOND ETF46429B655909$460.03%
259Nasdaq IncNDAQ804$440.03%
260Public StoragePSA-PS145$440.03%
261Travelers Cos Inc/TheTRV258$440.03%
262WEC Energy Group IncWEC466$440.03%
263KEYCORP 5.625 PFD PFD SER GBEKE2,000$440.03%
264Tyson Foods IncTSN726$430.03%
265Otis Worldwide Corp COMMONOTIS507$430.03%
266iShares National Muni Bond ETF464288414400$430.03%
267Spdr Nuveen Bloomberg Short Term Mun Bond Etf Nuven Blm Sht Tm Mpl Bnd78468R739900$430.03%
268EOG Resources IncEOG366$420.03%
269Ford Motor Co3453708603,325$420.03%
270LA SALLE COUNTY ILL 429 GO UT504381AX240,000$420.03%
271Global PMTS Inc37940X102399$420.03%
272Intercontinental Exchange Inc45866F104388$400.03%
273Laboratory Corp of America Hol50540R409174$400.03%
274Haleon Plc ADR Rep 2 CORP COMMONHLNCF4,891$400.03%
275Paychex IncPAYX335$380.03%
276General Electric CO CORP COMMON369604301397$380.03%
277Gen Digital INC CORP COMMONGENVR2,186$380.03%
278SPDR INDEX SHARES EMERG MARKT78463X5091,084$370.03%
279Church & Dwight Co IncCHD422$370.03%
280SPDR Gold SharesGLD195$360.02%
281AMEREN CORPAEE402$350.02%
282VANGUARD 500 INDEX ADMIRAL92290871090$340.02%
283Hewlett Packard Enterprise CoHPE-PC2,111$340.02%
284ASML HOLDING N V F SPONSORED AASMLF50$340.02%
285QVC, INC. 6.375PFD DUE 09/13/QVCC4,000$340.02%
286Yum China Holdings IncYUMC500$320.02%
287Lear CorpLEA232$320.02%
288Vertex Pharmaceuticals IncVRTX100$320.02%
289Interpublic Group of Cos Inc/TheINTR823$310.02%
290HP IncHPQ1,060$310.02%
291Vanguard Long-term Bond Index Fund Long Term Etf921937793380$290.02%
292Campbell Soup CoCPB520$290.02%
293ASTOR MACRO ALTERNATIVE I66538B5522,795$290.02%
294Seagate Technology Holdings Plc CORP COMMONSE426$280.02%
295Baxter International Inc071813109681$280.02%
296Assurant IncAIZN226$270.02%
297Xcel Energy IncXELLL400$270.02%
298Constellation Brands IncSTZ120$270.02%
299IQVIA Holdings IncIQV135$270.02%
300COLUMBUS OH 425 GO UTX DUE 08199492QR325,000$260.02%
301MD ST DEPT TRANS 427 COMB TAX574204D4225,000$260.02%
302AMERICAN MUTUAL FUND F1027681402530$260.02%
303TEXTRON INCTXT347$250.02%
304FMC CorpFMC200$240.02%
305PayPal Holdings IncPYPL310$240.02%
306salesforce.com IncCRM114$230.02%
307MI ST HSG RNTL 2.3530 MULT HS59465M6G525,000$230.02%
308Vanguard Short-Term Bond ETF921937827282$220.02%
309Schlumberger LtdSLB432$210.01%
310iShares MSCI EAFE ETF464287465300$210.01%
311Marathon Petroleum CorpMARA154$210.01%
312Exelon CorpEXC467$200.01%
313iShares 1-3 Year Treasury Bond ETF464287457248$200.01%
314International Paper Co460146103568$200.01%
315Host Hotels & Resorts IncHST1,200$200.01%
316iShares Russell Mid-Cap Value ETF464287473180$190.01%
317Viatris INC CORP COMMONVTRS1,936$190.01%
318CARLSBERG AS F SPONSORED ADR 1142795202570$180.01%
319Boston Beer Co Inc/TheSAM55$180.01%
320Conagra Brands IncCAG475$180.01%
321US BancorpUSB-PS493$180.01%
322SAFRAN F SPONSORED ADR 1 ADR R786584102484$180.01%
323PAWTUCKET RI 527 GO UTX DUE 07041653B315,000$170.01%
324BRIDGEPORT CT 528 VP DUE 08/11081516Z915,000$160.01%
325Darden Restaurants IncDRI106$160.01%
326ESSILOR INTL S A F SPONSORED A297284200174$160.01%
327PERNOD RICARD S A F SPONSORED714264306358$160.01%
328SAUK VILLAGE IL 428 DB UTX DU804382HQ515,000$160.01%
329VANGUARD S&P SMALL CAP 600 VAL921932778200$160.01%
330VANECK MORNINGSTAR WIDE MOAT E92189F643200$150.01%
331VERANO HLDGS CORP FVRNO5,000$150.01%
332Omnicom Group IncOMC158$150.01%
333WY CDA HSG 330 SING HSG DUE 098322QSU215,000$150.01%
334Canadian Pacific Railway Ltd CORP COMMON13645T100200$150.01%
335LONDON STOCK EXCHANGE F SPONSO54211N101624$150.01%
336AIRBUS SE F SPONSORED ADR 1 ADAIIR430$140.01%
337Organon & CO CORP COMMONOGN587$140.01%
338Diageo PLCDGEAF75$140.01%
339Snap INC CLASS A CORP COMMONSNAP1,252$140.01%
340General Motors Co37045V100385$140.01%
341Lamb Weston Holdings IncLW123$130.01%
342US TREASURY STRIP 026 DUE 05/912833LZ115,000$130.01%
343WD-40 CoWDFC72$130.01%
344Invesco Buyback Achievers Etf InvscIVZ145$120.01%
345MURATA MFG CO LTD F SPONSORED626425102795$120.01%
346CORTEVA INCCTVA197$120.01%
347CME Group IncCME65$120.01%
348First Bancorp/Southern Pines NC318910106301$110.01%
349Digital Realty Trust Inc253868103116$110.01%
350CHARTER COMMUNICATN CLASS A16119P10832$110.01%
351WisdomTree US LargeCap Dividend ETFWT176$110.01%
352Arista Networks INC CORP COMMONANET63$110.01%
353VF CorpVFC498$110.01%
354IBERDROLA S A F SPONSORED ADR450737101195$100.01%
355Splunk INC CORP COMMON848637104100$100.01%
356UNICHARM CORP F SPONSORED ADR90460M2041,216$100.01%
357Cardinal Health IncCAH129$100.01%
358Regions Financial CorpRF-PF564$100.01%
359ENEL-SOCIETA PER AZION F SPONS29265W2071,467$90.01%
360KeyCorp493267108693$90.01%
361SPDR S&P Dividend ETF78464A76371$90.01%
362MIDCAP FINL INVESTMENT C03761U502833$90.01%
363Coca-Cola European Partners PLCCCEP144$90.01%
364S&P Global IncSPGI22$80.01%
365HDFC BK LTD F SPONSORED ADR 1HDB116$80.01%
366Western Union Co/TheWU760$80.01%
367AMG RIVER ROAD SMALL-MID CAP V00171A878910$80.01%
368Dte Energy CO CORP COMMONDTK74$80.01%
369Check Point Software TechnologyM2246510464$80.01%
370Intuit IncINTU16$70.00%
371Ashland Global Holdings IncASH66$70.00%
372Crispr Therapeutics Ag CORP COMMONCRSP150$70.00%
373MERCADOLIBRE INCMELI5$70.00%
374NiSource IncNI246$70.00%
375iShares JP Morgan USD Em Mkts Bd ETF46428828183$70.00%
376DSV A/S F SPONSORED ADR 1 ADR26251A10876$70.00%
377Southwest Airlines Co844741108192$60.00%
378WisdomTree Emerging Markets SmCp Div ETFWT122$60.00%
379THE CIGNA GROUP12552310024$60.00%
380NIDEC CORP F SPONSORED ADR 1 ANODK470$60.00%
381AON PLC F CLASS AAON18$60.00%
382ASSA ABLOY AB F SPONSORED ADR045387107483$60.00%
383United Airlines Holdings IncUNTCW139$60.00%
384VANGUARD INFLATION-PROTE CTED922031745571$60.00%
385Embecta Corp COMMONEMBC186$50.00%
386SAMSONITE INTERNTNL SA F SPONSSMSOF349$50.00%
387First Horizon National CorpFHN-PH262$50.00%
388Wyndham Hotels & Resorts IncWH80$50.00%
389Kellogg CoBEKE75$50.00%
390JARDINE MATHESON HLD F SPONSOR47111540295$50.00%
391Vanguard Small-Cap Value ETF92290861134$50.00%
392ISHARES CORE MSCI EMERGING ETF46434G103101$50.00%
393iShares Edge MSCI Min Vol Emerg Mkts ETF46428653392$50.00%
394DANONE F SPONSORED ADR 1 ADR R23636T100426$50.00%
395SONOVA HOLDING A G F SPONSORED83569C10277$50.00%
396MASTERBRAND INCMBC466$40.00%
397AIR LIQUIDE F SPONSORED ADR 1AIIR110$40.00%
398CANADIAN NATL RAILWY F13637510236$40.00%
399INTERCONTL HTLS F UNSPONSORED45857P80654$40.00%
400SVENSKA HANDELSBANKEN F SPONSO86959C103852$40.00%
401Prologis INC ReitPLDGP36$40.00%
402BEIGENE LTD F SPONSORED ADR 1BEIGF19$40.00%
403Activision Blizzard Inc00507V10944$40.00%
404THE MOSAIC COMOS80$40.00%
405GIVAUDAN SA F SPONSORED ADR 137636P10869$40.00%
406Johnson Controls InternationalG5150210572$40.00%
407Ge Healthcare Technologies INC CORP COMMONGEHC46$40.00%
408DXC Technology CoDXC162$40.00%
409American International Group Inc02687478468$30.00%
410Walgreens Boots Alliance Inc93142710890$30.00%
411Alcon IncALC44$30.00%
412iShares Russell 1000 Value ETF46428759819$30.00%
413Amerisourcebergen Corp COMMONCOR19$30.00%
414DNB BANK ASA F SPONSORED ADR 123341C103165$30.00%
415TWO HARBORS INVESTMENTS90187B804175$30.00%
416MOODYS CORPMCO6$20.00%
417PacWest Bancorp695263103233$20.00%
418Dell Technologies IncDELL45$20.00%
419MSCI INCMSCI3$20.00%
420Utilities Select Sector SPDR ETF81369Y88636$20.00%
421Snowflake IncSNOW10$20.00%
422iShares Russell 1000 Growth ETF4642876147$20.00%
423Hershey Co/TheHSY8$20.00%
424Gilead Sciences IncGILD30$20.00%
425OBSIDIAN ENERGY LIMITE FOBE357$20.00%
426LLOYDS BANKING GROUP F SPONSORLLOBF668$20.00%
427LPL FINL HLDGS50212V10012$20.00%
428KOSE CORP F UNSPONSORED ADR 150067910592$20.00%
429DOUBLELINE TOTAL RETURN BOND I258620103240$20.00%
430COPART INCCPRT24$20.00%
431BAKER HUGHES CO. CLASS ABKR84$20.00%
432ADOBE INCADBE4$20.00%
433ACV AUCTIONS INC CLASS AACVA170$20.00%
434Cincinnati Financial Corp17206210112$10.00%
435BLACKROCK HIGH YIELD BON D KBLK152$10.00%
436AUTODESK INCADSK7$10.00%
437LIBERTY MEDIA CORP SERIES A LIFWONB16$10.00%
438Kontoor Brands IncKTB23$10.00%
439TAPESTRY INCTPR31$10.00%
440RYOHIN KEIKAKU CO F SPONSORED78392U10574$10.00%
441Airbnb INCABNB6$10.00%
442PROSUS N V F SPONSORED ADR 1 A74365P10855$10.00%
443PALO ALTO NETWORKSPANW6$10.00%
444CLEVELAND-CLIFFS INCCLF39$10.00%
445INCYTE CORPINCY20$10.00%
446ECHOSTAR CORP CLASS ASATS50$10.00%
447Carnival CorpCUKPF100$10.00%
448VIAVI SOLUTIONS INCVIAV62$10.00%
449LAM RESEARCH CORPLRCX2$10.00%
450ZIONS BANCORP N A98970110722$10.00%
451Zimvie INC CORP COMMON98888T10729$00.00%
452Orion Office Reit INC CORP COMMONONL53$00.00%
453HORIZON BANCORP INCHBNC38$00.00%
454Sylvamo Corp COMMONSLVM7$00.00%
455Canaan INC ADR Rep 15 CORP COMMONCAN29$00.00%
456WABTEC CORP9297401081$00.00%