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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

LifeSteps Financial, Inc.

Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001801373-24-000002

Total Value
$132.5M
Positions
441
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (441)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO QQQ TRUST SERIES IIVZ40,159$17.8M13.46%
2SPDR S&P 500 ETF TRUSTSPY31,460$16.5M12.42%
3APPLE INC COMAAPL33,876$5.8M4.38%
4MICROSOFT CORP COMMSFT13,772$5.8M4.37%
5ISHARES CORE S&P MID-CAP ETF46428750776,067$4.6M3.49%
6SPDR S&P DIVIDEND ETF78464A76333,776$4.4M3.35%
7NVIDIA CORPORATION COMNVDA4,653$4.2M3.17%
8VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640632,564$3.9M2.97%
9TECHNOLOGY SELECT SECTOR SPDR FUND81369Y80315,705$3.3M2.47%
10ISHARES RUSSELL 2000 ETF46428765513,619$2.9M2.16%
11VANGUARD VALUE ETF92290874415,485$2.5M1.90%
12ISHARES S&P SMALL-CAP 600 VALUE ETF46428787922,324$2.3M1.73%
13US BANCORP DEL COM NEWUSB-PS50,817$2.3M1.71%
14SCHWAB US DIVIDEND EQUITY ETF80852479725,662$2.1M1.56%
15SCHWAB U.S. MID-CAP ETF80852450824,969$2.0M1.53%
16JPMORGAN CHASE & CO COMVYLD10,021$2.0M1.51%
17HOME DEPOT INC COMHD4,899$1.9M1.42%
18VANGUARD GROWTH ETF9229087365,262$1.8M1.37%
19AMAZON COM INC COMAMZN9,710$1.8M1.32%
20EXXON MOBIL CORP COMXOM12,558$1.5M1.10%
21BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,372$1.4M1.07%
22ABBVIE INC COMABBV7,365$1.3M1.01%
23CVB FINL CORP COM12660010570,056$1.2M0.94%
24VANGUARD MEGA CAP GROWTH ETF9219108163,883$1.1M0.84%
25AUTOMATIC DATA PROCESSING INC COMADP4,279$1.1M0.81%
26COSTCO WHSL CORP NEW COM22160K1051,443$1.1M0.80%
27ISHARES S&P 500 GROWTH ETF46428730911,767$993,6050.75%
28NOVO-NORDISK A S ADRNONOF7,411$951,5720.72%
29WELLS FARGO CO NEW COM94974610114,402$834,7400.63%
30JOHNSON & JOHNSON COMJNJ5,260$832,0830.63%
31COCA COLA CO COMKO13,444$822,5040.62%
32CHEVRON CORP NEW COMCVX5,127$808,6730.61%
33PROCTER AND GAMBLE CO COM7427181094,516$732,7750.55%
34ILLINOIS TOOL WKS INC COM4523081092,720$729,7570.55%
35EMERSON ELEC CO COMEMR6,201$703,3120.53%
36PEPSICO INC COMPEP4,004$700,7980.53%
37CATERPILLAR INC COMCAT1,779$651,8790.49%
38SCHWAB U.S. LARGE-CAP GROWTH ETF8085243006,930$642,5820.48%
39FIDELITY MSCI HEALTH CARE INDEX ETF3160926008,843$616,9760.47%
40MASTERCARD INCORPORATED CL AMA1,277$614,9470.46%
41NEXTERA ENERGY INC COMNEE-PW9,577$612,0660.46%
42DISNEY WALT CO COM2546871064,774$584,1550.44%
43ISHARES CORE S&P SMALL CAP ETF4642878045,096$563,2100.43%
44QUALCOMM INC COMQCOM3,288$556,6580.42%
45ALPHABET INC CAP STK CL CGOOG3,456$526,2110.40%
46ISHARES MSCI USA MIN VOL FACTOR ETF46429B6976,119$511,4260.39%
47WALMART INC COMWMT7,937$477,5600.36%
48VANGUARD S&P 500 ETF922908363969$465,7980.35%
49ASML HOLDING N V N Y REGISTRY SHSASMLF472$458,0620.35%
50TESLA INC COMTSLA2,306$405,3720.31%
51ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3962,161$404,8630.31%
52META PLATFORMS INC CL AMETA830$403,0310.30%
53MCDONALDS CORP COMMCD1,415$398,8610.30%
54SCHWAB U.S. LARGE-CAP VALUE ETF8085244095,080$385,9460.29%
55AMGEN INC COMAMGN1,328$377,5770.28%
56ALPHABET INC CAP STK CL AGOOG2,400$362,2320.27%
57VANGUARD HEALTH CARE ETF92204A5041,297$350,8380.26%
58ISHARES CORE S&P 500 ETF464287200627$329,6330.25%
59KIMBERLY-CLARK CORP COMKMB2,525$326,6090.25%
60FINANCIAL SELECT SECTOR SPDR FUND81369Y6057,749$326,3880.25%
61GE AEROSPACE COM NEW3696043011,806$317,0070.24%
62VERIZON COMMUNICATIONS INC COMVZ7,444$312,3300.24%
63CISCO SYS INC COMCSCO6,061$302,5060.23%
64INTUIT COMINTU454$295,1000.22%
65GENELUX CORPORATION COMGNLX44,309$284,9070.21%
66VISA INC COM CL AV1,004$280,1960.21%
67SEMPRA COMSREA3,732$268,0700.20%
68BROADCOM INC COMAVGO197$261,1060.20%
69UNITEDHEALTH GROUP INC COMUNH526$260,2120.20%
70SCHWAB U.S. SMALL-CAP ETF8085246075,265$259,2680.20%
71SCHWAB U.S. BROAD MARKET ETF8085241024,183$255,3460.19%
72TRACTOR SUPPLY CO COMTSCO957$250,5940.19%
73INTERNATIONAL BUSINESS MACHS COMINTR1,278$243,9740.18%
74EDISON INTL COM2810201073,344$236,5510.18%
75ELI LILLY & CO COMLLY299$232,6100.18%
76APPLIED MATLS INC COM0382221051,120$230,9780.17%
77LOCKHEED MARTIN CORP COMLMT485$220,7270.17%
78ABBOTT LABS COMABLZF1,921$218,3410.16%
79FLEXSHARES QUALITY DIVIDEND INDEX FUND FLEXSHARES QUALITY DIVIDEND INDEX FUFLEX3,305$217,8330.16%
80SERVISFIRST BANCSHARES INC COMSFBS3,200$212,3520.16%
81SCHWAB U.S. LARGE-CAP ETF8085242013,412$211,7490.16%
82LAM RESEARCH CORP COMLRCX209$203,0580.15%
83SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109510$202,8580.15%
84BOEING CO COMBA-PA986$190,2890.14%
85ISHARES US TRANSPORTATION ETF4642871922,660$187,2640.14%
86NORTHROP GRUMMAN CORP COMNOC382$182,8480.14%
87VANGUARD S&P MID-CAP 400 ETF9219328851,716$176,7650.13%
88PFIZER INC COMPFE6,314$175,2140.13%
89PULTE GROUP INC COM7458671011,446$174,4680.13%
90VANGUARD EXTENDED MARKET ETF922908652956$167,5580.13%
91WASTE MGMT INC DEL COM94106L109750$159,8630.12%
92NETFLIX INC COMNFLX261$158,5130.12%
93VANGUARD MATERIALS ETF92204A801753$153,9360.12%
94ISHARES RUSSELL 1000 ETF464287622520$149,7760.11%
95MONDELEZ INTL INC CL A6092071052,029$142,0300.11%
96BANK AMERICA CORP COM0605051043,466$131,4310.10%
97ISHARES RUSSELL 1000 GROWTH ETF464287614389$131,1120.10%
98UNITED PARCEL SERVICE INC CL BUPS881$130,9430.10%
99FORD MTR CO DEL COM3453708609,629$127,8690.10%
100ISHARES S&P 500 VALUE ETF464287408673$125,7230.09%
101CROWDSTRIKE HLDGS INC CL ACRWD373$119,5800.09%
102OLD DOMINION FREIGHT LINE INC COMODFL540$118,4270.09%
103DUKE ENERGY CORP NEW COM NEWDUKB1,209$116,9220.09%
104HONEYWELL INTL INC COM438516106556$114,2150.09%
105VANGUARD FTSE EMERGING MARKETS ETF9220428582,679$111,9200.08%
106ISHARES SELECT DIVIDEND ETF464287168881$108,5220.08%
107BK OF AMERICA CORP 7.25CNV PFD L06050568290$107,5440.08%
108EDWARDS LIFESCIENCES CORP COMEW1,107$105,7850.08%
109GENERAL DYNAMICS CORP COMGD372$105,0860.08%
110MERCK & CO INC COMMRK775$102,2610.08%
111STARBUCKS CORP COMSBUX1,055$96,4160.07%
112RTX CORPORATION COMRTX970$94,6040.07%
113CONSOLIDATED EDISON INC COMED1,037$94,1980.07%
114VANGUARD DIVIDEND APPRECIATION ETF921908844467$85,3650.06%
115SHOPIFY INC CL ASHOP1,080$83,3440.06%
116BRISTOL-MYERS SQUIBB CO COMCELG-RI1,532$83,0800.06%
117NUVEEN PFD & INCOME OPPORTUNIT COMNU11,520$82,8290.06%
118ORACLE CORP COMORCL-PD658$82,6880.06%
119TRANE TECHNOLOGIES PLC SHSTT265$79,5530.06%
120SOUTHWEST AIRLS CO COM8447411082,689$78,4920.06%
121FERRARI N V COMRACE180$78,4690.06%
122LOWES COS INC COM548661107306$77,9720.06%
123SALESFORCE INC COMCRM253$76,1990.06%
124UNILEVER PLC SPON ADR NEWUNLYF1,505$75,5360.06%
125UNIVERSAL HLTH SVCS INC CL B913903100400$72,9840.06%
126SCHWAB U.S. REIT ETF8085248473,593$72,9420.06%
127CUMMINS INC COMCMI243$71,6000.05%
128CARDINAL HEALTH INC COMCAH637$71,2800.05%
129ADVANCED MICRO DEVICES INC COMAMD393$70,9330.05%
130ISHARES U.S. TECHNOLOGY ETF464287721520$70,2310.05%
131PINNACLE WEST CAP CORP COMPNW916$68,4530.05%
132WILLIAMS COS INC COM9694571001,748$68,1200.05%
133DOMINION ENERGY INC COMD1,364$67,0950.05%
134ALASKA AIR GROUP INC COMALK1,521$65,3880.05%
135BLACKSTONE INC COMBX487$63,9780.05%
136SCHWAB US AGGREGATE BOND ETF8085248391,365$62,7900.05%
137SCHWAB INTERNATIONAL EQUITY ETF8085248051,600$62,4320.05%
138MARRIOTT INTL INC NEW CL A571903202247$62,3210.05%
139VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427751,058$62,0520.05%
140VANGUARD MID-CAP ETF922908629248$61,9410.05%
141ENTERPRISE PRODS PARTNERS L P COM2937921072,119$61,8280.05%
142VANGUARD TOTAL STOCK MARKET ETF922908769237$61,5960.05%
143VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,016$61,2650.05%
144DIMENSIONAL US MARKETWIDE VALUE ETF25434V7241,467$60,0000.05%
145BANC OF CALIFORNIA INC COMBANC-PF3,941$59,9430.05%
146MORGAN STANLEY COM NEWMS-PQ621$58,4730.04%
147TARGET CORP COMTGT317$56,2050.04%
148AT&T INC COMT-PC3,164$55,6950.04%
149DEVON ENERGY CORP NEW COM25179M1031,100$55,1980.04%
150INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704410$51,6440.04%
151AMERICAN EXPRESS CO COMAXP225$51,2300.04%
152ENERGY SELECT SECTOR SPDR FUND81369Y506542$51,1700.04%
153NUCOR CORP COMNUE255$50,4650.04%
154ISHARES NATIONAL MUNI BOND ETF464288414448$48,2050.04%
155TRAVELERS COMPANIES INC COMTRV209$48,0990.04%
156VANGUARD SMALL-CAP ETF922908751208$47,5470.04%
157ADOBE INC COMADBE94$47,4320.04%
158VANGUARD REAL ESTATE ETF922908553542$46,8720.04%
159AIRBNB INC COM CL AABNB280$46,1890.03%
160CANADIAN NAT RES LTD COM136385101600$45,7920.03%
161NATIONAL FUEL GAS CO COMNFG850$45,6620.03%
162INTEL CORP COMINTC1,024$45,2390.03%
163OREILLY AUTOMOTIVE INC COM67103H10740$45,1550.03%
164ISHARES TIPS BOND ETF464287176418$44,8970.03%
165VANGUARD FTSE DEVELOPED MARKETS ETF921943858879$44,0990.03%
166SPDR PORTFOLIO S&P 500 ETF78464A854711$43,7480.03%
167MUELLER INDS INC COM624756102800$43,1440.03%
168GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC460$41,8190.03%
169DIMENSIONAL INTERNATIONAL VALUE ETF25434V8071,116$41,0130.03%
170CARRIER GLOBAL CORPORATION COMCARR703$40,8650.03%
171ISHARES RUSSELL 2000 VALUE ETF464287630255$40,4970.03%
172FIDELITY HIGH DIVIDEND ETF316092840870$39,4200.03%
173ANALOG DEVICES INC COMADI197$38,9650.03%
174EOG RES INC COMEOG300$38,3520.03%
175ISHARES RUSSELL MID-CAP VALUE ETF464287473303$37,9750.03%
176VIKING THERAPEUTICS INC COMVKTX451$36,9820.03%
177VANGUARD SMALL CAP VALUE ETF922908611192$36,8410.03%
178MAIN STR CAP CORP COM56035L104729$34,5050.03%
179OCCIDENTAL PETE CORP COM674599105526$34,1970.03%
180GOLDMAN SACHS GROUP INC COMGSCE80$33,4150.03%
181HCA HEALTHCARE INC COMHCA100$33,3530.03%
182ATKORE INC COMATKR175$33,3130.03%
183RIO TINTO PLC SPONSORED ADRRTNTF523$33,3100.03%
184DRAFTKINGS INC NEW COM CL ADKNG730$33,1490.03%
185ISHARES GLOBAL TECH ETF464287291438$32,7670.02%
186CORTEVA INC COMCTVA567$32,7170.02%
187BROADRIDGE FINL SOLUTIONS INC COM11133T103155$31,7530.02%
188UNION PAC CORP COMUNP126$30,9870.02%
189ISHARES U.S. HEALTHCARE ETF464287762500$30,9500.02%
190OTIS WORLDWIDE CORP COMOTIS311$30,8730.02%
191THERMO FISHER SCIENTIFIC INC COMTMO53$30,8040.02%
192NRG ENERGY INC COM NEWNRG451$30,5280.02%
193NXP SEMICONDUCTORS N V COMNXPI122$30,2280.02%
194TORONTO DOMINION BK ONT COM NEWTORO500$30,1900.02%
195PPG INDS INC COM693506107200$28,9800.02%
196FIDELITY INTERNATIONAL MULTIFACTOR ETF3160925351,028$28,2850.02%
197DUPONT DE NEMOURS INC COMDD367$28,1380.02%
198ISHARES CORE DIVIDEND GROWTH ETF46434V621471$27,3460.02%
199TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100200$27,2100.02%
200VANGUARD CONSUMER STAPLES ETF92204A207132$26,9460.02%
201MEDTRONIC PLC SHSMDT307$26,7550.02%
202ISHARES MSCI EAFE GROWTH ETF464288885256$26,5700.02%
203NUVEEN S&P 500 BUY-WRITE INCOM COMNU2,000$26,4600.02%
204STEEL DYNAMICS INC COMSTLD175$25,9400.02%
205ONEOK INC NEW COMOKE322$25,8150.02%
206WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT527$25,7020.02%
207GENERAL MTRS CO COM37045V100556$25,2150.02%
208LOUISIANA PAC CORP COMLPX300$25,1730.02%
209EATON CORP PLC SHSETN80$25,0140.02%
210ISHARES RUSSELL MIDCAP ETF464287499292$24,5540.02%
211ISHARES U.S. INFRASTRUCTURE ETF46435U713565$24,4980.02%
212LEXICON PHARMACEUTICALS INC COM NEWLXRX10,000$24,0000.02%
2133M CO COMMMM226$23,9720.02%
214JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND46641Q837470$23,7120.02%
215AMERICAN TOWER CORP NEW COM03027X100120$23,7110.02%
216TRUIST FINL CORP COM89832Q109600$23,3880.02%
217UBER TECHNOLOGIES INC COMUBER300$23,0970.02%
218ALBEMARLE CORP COMALB-PA175$23,0550.02%
219SERVICENOW INC COMNOW30$22,8720.02%
220NIKE INC CL BNKE242$22,7430.02%
221VANGUARD MID-CAP GROWTH ETF92290853895$22,4000.02%
222FORTUNE BRANDS INNOVATIONS INC COMFBIN264$22,3530.02%
223FIDELITY ENHANCED MID CAP ETF31609A503721$22,0190.02%
224KROGER CO COMKR380$21,7090.02%
225DOW INC COMDOW367$21,2600.02%
226PALO ALTO NETWORKS INC COMPANW72$20,4570.02%
227ISHARES S&P 100 ETF46428710182$20,2880.02%
228CANADIAN NATL RY CO COM136375102150$19,7570.01%
229BAXTER INTL INC COM071813109455$19,4470.01%
230THE TRADE DESK INC COM CL A88339J105220$19,2320.01%
231STRYKER CORPORATION COMSYK53$18,9670.01%
232ISHARES RUSSELL 2000 GROWTH ETF46428764869$18,6850.01%
233HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF500$18,6150.01%
234VANGUARD TOTAL BOND MARKET ETF921937835255$18,5210.01%
235TJX COS INC NEW COM872540109180$18,2560.01%
236NORFOLK SOUTHN CORP COM65584410870$17,8410.01%
237CHESAPEAKE ENERGY CORP COMEXE200$17,7660.01%
238COMMERCIAL METALS CO COMCMC300$17,6310.01%
239CONOCOPHILLIPS COMCOP137$17,4620.01%
240AIR PRODS & CHEMS INC COMAIIR72$17,4430.01%
241TEXAS INSTRS INC COM882508104100$17,4210.01%
242VANGUARD INFORMATION TECHNOLOGY ETF92204A70233$17,3030.01%
243ALLSTATE CORP COMALL-PJ100$17,3010.01%
244VANGUARD MID-CAP VALUE ETF922908512109$16,9940.01%
245CVS HEALTH CORP COMCVS212$16,9090.01%
246KINDER MORGAN INC DEL COMEP-PC922$16,9090.01%
247GENERAL MLS INC COM370334104240$16,7930.01%
248RIVIAN AUTOMOTIVE INC COM CL ARIVN1,516$16,6000.01%
249PHILLIPS 66 COMPSX100$16,3340.01%
250MODERNA INC COMMRNA152$16,1970.01%
251CHENIERE ENERGY INC COM NEWLNG100$16,1280.01%
252FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108931$16,1250.01%
253VANGUARD LARGE-CAP ETF92290863767$16,0640.01%
254ISHARES RUSSELL 1000 VALUE ETF46428759889$15,9410.01%
255UTILITIES SELECT SECTOR SPDR FUND81369Y886241$15,8220.01%
256LKQ CORP COMLKQ295$15,7560.01%
257SIMON PPTY GROUP INC NEW COM828806109100$15,6490.01%
258SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R788384$15,6330.01%
259BANK NOVA SCOTIA HALIFAX COM064149107300$15,5340.01%
260PRUDENTIAL FINL INC COMPUKPF130$15,2620.01%
261SIGNET JEWELERS LIMITED SHSSIG150$15,0110.01%
262VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409191$14,7750.01%
263FIDELITY TOTAL BOND ETF316188309326$14,7710.01%
264DENISON MINES CORP COMDNN7,500$14,6250.01%
265INVESCO MSCI SUSTAINABLE FUTURE ETFIVZ345$14,5800.01%
266ARES CAPITAL CORP COMARCC700$14,5740.01%
267SCHWAB CHARLES CORP COMSCHW-PJ200$14,4680.01%
268SPDR GOLD SHARESGLD70$14,4000.01%
269BLOCK INC CL ABSQKZ170$14,3790.01%
270APPIAN CORP CL AAPPN359$14,3420.01%
271VANGUARD SMALL-CAP GROWTH ETF92290859555$14,3400.01%
272POTLATCHDELTIC CORPORATION COM737630103300$14,1060.01%
273SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854281$13,7830.01%
274CLOUDFLARE INC CL A COMNET142$13,7500.01%
275ISHARES S&P MID-CAP 400 GROWTH ETF464287606144$13,1400.01%
276MICROCHIP TECHNOLOGY INC. COMMCHPP146$13,0980.01%
277PNC FINL SVCS GROUP INC COM69347510580$12,9280.01%
278MCCORMICK & CO INC COM NON VTGMKC-V168$12,9170.01%
279DARDEN RESTAURANTS INC COMDRI75$12,5360.01%
280PAYCHEX INC COMPAYX102$12,5260.01%
281BANK NEW YORK MELLON CORP COM064058100214$12,3310.01%
282DEERE & CO COMDE30$12,3220.01%
283ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281135$12,1050.01%
284ANSYS INC COM03662Q10534$11,8030.01%
285ALERIAN MLP ETF00162Q452241$11,4380.01%
286HP INC COMHPQ375$11,3330.01%
287COTERRA ENERGY INC COMCTRA400$11,1520.01%
288INTERNATIONAL PAPER CO COM460146103282$11,0040.01%
289ARCHER DANIELS MIDLAND CO COMADM175$10,9920.01%
290ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF464288851100$10,6970.01%
291COMCAST CORP NEW CL ACCZ244$10,5770.01%
292PHILIP MORRIS INTL INC COM718172109114$10,4450.01%
293ATI INC COMATI200$10,2340.01%
294DICKS SPORTING GOODS INC COM25339310245$10,1190.01%
295HERSHEY CO COMHSY51$9,9200.01%
296WISDOMTREE JAPAN HEDGED EQUITY FUNDWT91$9,8740.01%
297ALTRIA GROUP INC COMMO225$9,8150.01%
298GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF93$9,6520.01%
299ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY133$9,6240.01%
300TOLL BROTHERS INC COMTOL74$9,5730.01%
301MARSH & MCLENNAN COS INC COM57174810246$9,4750.01%
302DANAHER CORPORATION COM23585110237$9,2400.01%
303DTE ENERGY CO COMDTK82$9,1950.01%
304SCHWAB US TIPS ETF808524870172$8,9720.01%
305VICI PPTYS INC COM925652109300$8,9370.01%
306IONIS PHARMACEUTICALS INC COMIONS200$8,6700.01%
307ZSCALER INC COMZS44$8,4760.01%
308BLACKROCK INC COMBLK10$8,3370.01%
309INVESCO S&P 500 EQUAL WEIGHT ETFIVZ49$8,2990.01%
310MONSTER BEVERAGE CORP NEW COMMNST138$8,1810.01%
311VALE S A SPONSORED ADSVALE670$8,1670.01%
312ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646158$8,1020.01%
313REPUBLIC SVCS INC COM76075910041$7,8490.01%
314DOLLAR GEN CORP NEW COM25667710550$7,8030.01%
315GRAYSCALE BITCOIN TRUSTGBTC123$7,7700.01%
316ROYAL BK CDA COM78008710277$7,7680.01%
317ACCENTURE PLC IRELAND SHS CLASS AACN22$7,6250.01%
318ARK INNOVATION ETF00214Q104151$7,5620.01%
319VANECK AGRIBUSINESS ETF92189F700100$7,5130.01%
320SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF808524755209$7,4420.01%
321CSX CORP COMCSX200$7,4140.01%
322FIFTH THIRD BANCORP COMFITBM198$7,3680.01%
323KLA CORP COM NEWKLAC10$6,9860.01%
324AMERICAN AIRLS GROUP INC COM02376R102450$6,9080.01%
325WEC ENERGY GROUP INC COMWEC82$6,7340.01%
326COINBASE GLOBAL INC COM CL ACOIN25$6,6280.01%
327ISHARES MSCI EAFE ETF46428746583$6,6280.01%
328NOVARTIS AG SPONSORED ADRNVSEF67$6,4810.00%
329SPDR S&P KENSHO NEW ECONOMIES COMPOSITE ETF78468R648132$6,3470.00%
330OKTA INC CL AOKTA60$6,2770.00%
331VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407124$6,1000.00%
332VIATRIS INC COMVTRS486$5,8030.00%
333M/I HOMES INC COMMHO42$5,7240.00%
334UNITED BANKSHARES INC WEST VA COMUNTCW158$5,6550.00%
335ROPER TECHNOLOGIES INC COMROP10$5,6080.00%
336SHORE BANCSHARES INC COMSHBI459$5,2790.00%
337VANGUARD RUSSELL 1000 VALUE ETF92206C71467$5,2690.00%
338ISHARES CORE MSCI EAFE ETF46432F84269$5,1210.00%
339AMBARELLA INC SHSAMBA100$5,0770.00%
340MASTERBRAND INC COMMON STOCKMBC264$4,9470.00%
341FUTU HLDGS LTD SPON ADS CL AFUTU90$4,8740.00%
342CROWN CASTLE INC COMCCI46$4,8680.00%
343SCHWAB 1-5 YEAR CORPORATE BOND ETF808524714100$4,8330.00%
344BECTON DICKINSON & CO COMBDX19$4,7020.00%
345PPL CORP COMPPLC165$4,5420.00%
346MERCADOLIBRE INC COMMELI3$4,5360.00%
347INVESCO S&P 500 PURE VALUE ETFIVZ51$4,5100.00%
348FLAHERTY & CRUMRINE PFD SECS I COM338478100300$4,4550.00%
349NOVANTA INC COMNOVTU25$4,3690.00%
350LONGBOARD PHARMACEUTICALS INC COM54300N103200$4,3200.00%
351TEXTRON INC COMTXT45$4,3170.00%
352DIMENSIONAL U.S. TARGETED VALUE ETF25434V60978$4,2460.00%
353BP PLC SPONSORED ADRBPPFF109$4,1070.00%
354WABTEC COM92974010828$4,0790.00%
355QORVO INC COMQRVO35$4,0190.00%
356CONAGRA BRANDS INC COMCAG132$3,9160.00%
357TRI POINTE HOMES INC COMTPH101$3,9050.00%
358VANGUARD RUSSELL 1000 GROWTH ETF92206C68045$3,9000.00%
359REAL ESTATE SELECT SECTOR SPDR FUND81369Y86094$3,7160.00%
360BOOKING HOLDINGS INC COMBKNG1$3,6280.00%
361FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND33734510219$3,6230.00%
362ISHARES CORE 1-5 YEAR USD BOND ETF46432F85976$3,6050.00%
363HEALTH CARE SELECT SECTOR SPDR FUND81369Y20924$3,5460.00%
364CINCINNATI FINL CORP COM17206210128$3,4770.00%
365T-MOBILE US INC COMTMUSZ21$3,4280.00%
366WARNER BROS DISCOVERY INC COM SER AWBD388$3,3870.00%
367NOKIA CORP SPONSORED ADRNOKBF954$3,3770.00%
368INGERSOLL RAND INC COMIR35$3,3230.00%
369FIRSTENERGY CORP COMFE86$3,3210.00%
370DIAMONDBACK ENERGY INC COMFANG16$3,1710.00%
371LAMB WESTON HLDGS INC COMLW30$3,1660.00%
372CAPITAL ONE FINL CORP COM14040H10521$3,1270.00%
373BURLINGTON STORES INC COMBURL13$3,0180.00%
374CONSTELLATION BRANDS INC CL ASTZ11$2,9890.00%
375ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF46428751535$2,9840.00%
376ISHARES U.S. TREASURY BOND ETF46429B267129$2,9370.00%
377INSULET CORP COMPODD17$2,9140.00%
378VANGUARD RUSSELL 2000 ETF92206C66433$2,8070.00%
379SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF808524730101$2,8040.00%
380INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ47$2,6510.00%
381ZIMMER BIOMET HOLDINGS INC COMZBH20$2,6400.00%
382ISHARES MSCI USA QUALITY FACTOR ETF46432F33916$2,6300.00%
383ARCADIUM LITHIUM PLC COM SHSG0508H110601$2,5900.00%
384CME GROUP INC COMCME12$2,5830.00%
385DT MIDSTREAM INC COMMON STOCKDTM41$2,5050.00%
386INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ43$2,3750.00%
387CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y40712$2,2070.00%
388LEMONADE INC COMLMND132$2,1660.00%
389AMEREN CORP COMAEE29$2,1450.00%
390DISCOVER FINL SVCS COM25470910815$1,9660.00%
391CMS ENERGY CORP COMCMS-PC31$1,8710.00%
392TWO HBRS INVT CORP COM90187B804141$1,8670.00%
393ZIONS BANCORPORATION N A COM98970110743$1,8660.00%
394METLIFE INC COMMET-PF25$1,8530.00%
395ISHARES RUSSELL MID-CAP GROWTH ETF46428748116$1,8260.00%
396VANGUARD MEGA CAP VALUE ETF92191084014$1,6730.00%
397COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y85220$1,6330.00%
398KYNDRYL HLDGS INC COMMON STOCKKD75$1,6320.00%
399PALANTIR TECHNOLOGIES INC CL APLTR70$1,6110.00%
400CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30820$1,5270.00%
401INVESCO S&P 500 PURE GROWTH ETFIVZ41$1,5060.00%
402FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X17611$1,4830.00%
403ISHARES 0-3 MONTH TREASURY BOND ETF46436E71814$1,4100.00%
404ISHARES 20 YEAR TREASURY BOND ETF46428743213$1,2300.00%
405FRONTLINE PLC COMFRO50$1,1690.00%
406AGENUS INC COM NEWAGEN2,000$1,1600.00%
407ALCON AG ORD SHSALC13$1,0830.00%
408SNAP INC CL ASNAP93$1,0680.00%
409LYONDELLBASELL INDUSTRIES N V SHS - A -LYB10$1,0230.00%
410VERALTO CORP COM SHSVLTO11$9750.00%
411PAN AMERN SILVER CORP COM69790010857$8600.00%
412AVANOS MED INC COMAVNS40$7960.00%
413ISHARES SHORT TREASURY BOND ETF4642886797$7740.00%
414CLEARFIELD INC COMCLFD25$7710.00%
415UPSTART HLDGS INC COMUPST27$7260.00%
416GLOBAL X URANIUM ETF37954Y87125$7210.00%
417PIEDMONT LITHIUM INC COM72016P10553$7060.00%
418MATERIALS SELECT SECTOR SPDR FUND81369Y1007$6500.00%
419ORGANON & CO COMMON STOCKOGN34$6390.00%
420SPRINKLR INC CL ACXM50$6140.00%
421KRAFT HEINZ CO COMKHC14$5170.00%
422CENTERPOINT ENERGY INC COMCNP18$5130.00%
423SYLVAMO CORP COMMON STOCKSLVM7$4320.00%
424VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF92189H30017$4170.00%
425HEICO CORP NEW COMHEI-A2$3820.00%
42610X GENOMICS INC CL A COMTXG10$3750.00%
427HERTZ GLOBAL HLDGS INC WT EXP 063051HTZWW81$3600.00%
428ALBERTSONS COS INC COMMON STOCK01309110311$2260.00%
429CANOPY GROWTH CORP COM NEWCGC26$2240.00%
4303-D SYS CORP DEL COM NEW88554D20537$1640.00%
431GRANITE PT MTG TR INC COM38741L10731$1480.00%
432PAYPAL HLDGS INC COMPYPL2$1340.00%
433GALERA THERAPEUTICS INC COMGRTX870$1220.00%
434HERTZ GLOBAL HLDGS INC COM NEWHTZWW11$860.00%
435ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501$580.00%
436TILRAY BRANDS INC COMTLRY21$520.00%
437ZIMVIE INC COM98888T1072$330.00%
438AURORA CANNABIS INC COMACB6$260.00%
439MINK THERAPEUTICS INC COMINKT28$250.00%
440FIRST REP BK SAN FRANCISCO CAL COM33616C100200$80.00%
441CHINA NORTH EAST PETE HLDGS LTD16941G1022,000$00.00%