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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

Rosenberg Matthew Hamilton

Quarter ended Q2 2024 · Filed July 26, 2024 · Accession 0001812103-24-000003

Total Value
$338.6M
Positions
808
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STK MKT922908769141,439$37.9M11.27%
2SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805525,349$34.9M10.37%
3JPMORGAN ULTRA-SHORT INCOME ETF46641Q837544,890$27.4M8.14%
4VANGUARD INTERMEDIATE-TERM BOND921937819342,979$25.5M7.57%
5VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870210,613$16.7M4.97%
6SCHWAB INTERNATIONAL EQUITY ETF808524805271,658$10.4M3.11%
7JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654164,858$8.3M2.48%
8SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66381,837$7.5M2.22%
9SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889206,993$7.3M2.16%
10VANGUARD FTSE DEVELOPED MARKETS ETF921943858140,137$6.9M2.06%
11SCHWAB U.S. LARGE-CAP ETF808524201100,782$6.5M1.93%
12SCHWAB SHORT-TERM US TREASURY ETF808524862119,601$5.7M1.70%
13ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V10092,482$4.5M1.35%
14VANGUARD HIGH DIVIDEND YIELD92194640637,559$4.4M1.32%
15SCHWAB U.S. BROAD MARKET ETF80852410266,211$4.2M1.24%
16SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474128,683$3.8M1.13%
17MICROSOFTMSFT6,627$3.0M0.90%
18ISHARES AMT-FREE MUNI BOND ETF46428841427,423$2.9M0.87%
19ISHARES CORE MSCI EMERGING MARKETS ETF46434G10354,104$2.9M0.86%
20SCHWAB 1-5 YEAR CORPORATE BOND ETF80852471456,038$2.7M0.80%
21VANGUARD SHORT TERM CORP BOND FD ETF92206C40932,669$2.5M0.75%
22NVIDIA CORPORATION COMNVDA19,686$2.4M0.73%
23APPLE INCAAPL11,127$2.4M0.72%
24ALPHABET INC CAP STK CL CGOOG11,366$2.1M0.62%
25VANGUARD SHORT-TERM BOND ETF92193782726,605$2.0M0.60%
26ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715014,847$1.8M0.53%
27JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39917,729$1.7M0.52%
28ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815816,544$1.7M0.51%
29SPDR ICE PREFERRED SECURITIES ETF78464A29247,144$1.6M0.47%
30VANGUARD FTSE EMERGING MARKETS ETF92204285829,853$1.3M0.39%
31SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40852,329$1.3M0.39%
32VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679418,686$1.3M0.38%
33CONOCOPHILLIPS COMCOP10,446$1.2M0.36%
34EXXON MOBIL CORP COMXOM10,219$1.2M0.35%
35ISHARES ESG AWARE MSCI USA ETF46435G4259,724$1.2M0.35%
36JPMORGAN CHASE & CO. COMVYLD5,291$1.1M0.32%
37JPMORGAN MUNICIPAL ETF46641Q64721,155$1.1M0.32%
38ISHARES SHORT TREASURY BOND ETF4642886799,290$1.0M0.30%
39SPDR PORTFOLIO EMERGING MARKETS ETF78463X50927,067$1.0M0.30%
40BROADCOM INC COMAVGO574$941,8190.28%
41CHEVRON CORP NEW COMCVX5,904$924,0940.27%
42BLACKROCK SHORT DURATION BOND ETF46431W50717,261$864,5780.26%
43JPMORGAN CORE PLUS BOND ETF46641Q67018,731$859,0970.26%
44FTAI AVIATION LTD SHSFTAIN8,158$856,5900.25%
45AMAZON COM INC COMAMZN4,318$851,5100.25%
46ISHARES S&P U.S. PREFERRED STOCK ETF46428868726,199$819,3760.24%
47PHILLIPS 66 COMPSX5,787$815,5620.24%
48VANGUARD LONG TERM CORP BOND FD ETF92206C8139,987$747,5270.22%
49BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,816$735,8250.22%
50SHELL PLC SPON ADSRYDAF9,897$721,1720.21%
51ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40717,046$715,0800.21%
52VALERO ENERGY CORP COMVLO4,521$714,2280.21%
53PIMCO ENHANCED SHORT MATURITY ETF72201R8337,074$708,8860.21%
54SPDR GOLD SHARESGLD3,240$698,4470.21%
55WALMART INC COMWMT9,999$674,7330.20%
56TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391003,886$669,6740.20%
57ISHARES TIPS BOND ETF4642871765,887$623,5510.19%
58MARATHON PETE CORP COMMARA3,549$620,3300.18%
59HOME DEPOT INC COMHD1,831$615,4970.18%
60ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882816,989$613,3260.18%
61ELI LILLY & CO COMLLY654$597,9980.18%
62COSTCO WHSL CORP NEW COM22160K105702$593,6600.18%
63META PLATFORMS INC CL AMETA1,157$583,9150.17%
64SCHWAB EMERGING MARKETS EQUITY ETF80852470621,702$577,7070.17%
65ORACLE CORP COMORCL-PD3,997$571,9310.17%
66MCDONALDS CORP COMMCD2,215$553,7280.16%
67ISHARES SILVER TRUSTSLV20,619$553,6200.16%
68NOVO-NORDISK A S ADRNONOF3,718$540,6720.16%
69ISHARES MBS ETF4642885885,879$534,1070.16%
70ISHARES MSCI EAFE GROWTH ETF4642888854,985$508,9930.15%
71ABBVIE INC COMABBV2,950$502,5920.15%
72PROCTER AND GAMBLE CO COM7427181092,961$481,7760.14%
73ISHARES CMBS ETF46429B36610,278$479,0580.14%
74GOLDMAN SACHS GROUP INCGSCE1,008$467,3690.14%
75VISA INC COM CL AV1,679$441,9800.13%
76MERCK & CO INCMRK3,429$438,5690.13%
77ISHARES CORE MSCI EUROPE ETF46434V7387,642$437,5050.13%
78LINDE PLC SHSLIN1,013$434,5160.13%
79JOHNSON & JOHNSON COMJNJ2,945$431,2660.13%
80UNITEDHEALTH GROUP INC COMUNH847$419,1660.12%
81LOCKHEED MARTIN CORP COMLMT875$408,1350.12%
82ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF46428651711,439$407,2420.12%
83BP PLC SPONSORED ADRBPPFF11,060$402,9080.12%
84TARGET CORP COMTGT2,740$399,2980.12%
85SCHWAB CHARLES CORP COMSCHW-PJ5,332$391,4750.12%
86ISHARES MSCI USA MIN VOL FACTOR ETF46429B6974,640$388,6460.12%
87ISHARES U.S. ENERGY ETF4642877968,005$383,9200.11%
88CATERPILLAR INC COMCAT1,157$380,7460.11%
89ISHARES CORE MSCI EAFE ETF46432F8425,196$377,9570.11%
90ALPHABET INC CAP STK CL AGOOG2,048$374,7640.11%
91INVESCO QQQ TRUST SERIES IIVZ771$371,5600.11%
92CHIPOTLE MEXICAN GRILL INC COMCMG6,000$370,8600.11%
93SOUTHERN CO COMSOMN4,785$368,4450.11%
94TOYOTA MOTOR CORP ADSTOYOF1,803$367,2890.11%
95BANK AMERICA CORP COM0605051049,157$366,3720.11%
96EOG RES INC COMEOG2,881$364,5620.11%
97SCHWAB US DIVIDEND EQUITY ETF8085247974,707$364,3690.11%
98MORGAN STANLEY COM NEWMS-PQ3,652$362,1320.11%
99NUCOR CORP COMNUE2,298$360,7860.11%
100ISHARES MSCI USA VALUE FACTOR ETF46432F3883,424$353,1510.11%
101OCCIDENTAL PETE CORP COM6745991055,457$343,1360.10%
102ICICI BANK LIMITED ADRIBN11,854$341,5140.10%
103TRACTOR SUPPLY CO COMTSCO1,266$338,9590.10%
104ISHARES GLOBAL TECH ETF4642872914,052$338,8620.10%
105VANGUARD INFORMATION TECHNOLOGY ETF92204A702580$337,7050.10%
106INTERNATIONAL BUSINESS MACHS COMINTR1,920$336,2790.10%
107MARRIOTT INTL INC NEW CL A5719032021,392$333,3980.10%
108COCA COLA CO COMKO5,166$326,8830.10%
109FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928081,862$322,3680.10%
110T-MOBILE US INC COMTMUSZ1,783$319,3000.09%
111ONEOK INC NEW COMOKE3,890$317,8910.09%
112LOWES COS INC COM5486611071,479$315,8550.09%
113TESLA INC COMTSLA1,501$315,0000.09%
114NASDAQ INC COMNDAQ5,239$311,6160.09%
115UNION PAC CORP COMUNP1,379$310,0370.09%
116INTUIT COMINTU475$309,1160.09%
117FEDEX CORP COMFDX1,032$308,2380.09%
118SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7396,552$308,0100.09%
119THERMO FISHER SCIENTIFIC INC COMTMO564$305,7470.09%
120ADVANCED MICRO DEVICES INC COMAMD1,917$302,2920.09%
121EATON CORP PLC SHSETN966$301,7490.09%
122CISCO SYS INC COMCSCO6,294$299,0720.09%
123LAMAR ADVERTISING CO NEW CL ALAMR2,489$293,6520.09%
124QUALCOMM INC COMQCOM1,462$292,4440.09%
125NETFLIX INC COMNFLX433$291,6730.09%
126SEMPRA COMSREA3,868$289,9840.09%
127HCA HEALTHCARE INC COMHCA914$288,0200.09%
128FIDELITY MSCI ENERGY INDEX ETF31609240211,394$285,6480.08%
129AMGEN INC COMAMGN912$283,6410.08%
130TEXAS INSTRS INC COM8825081041,452$282,5590.08%
131ISHARES S&P 500 INDEX464287200514$281,8830.08%
132ENERGY SELECT SECTOR SPDR FUND81369Y5063,048$278,0090.08%
133TOTALENERGIES SE SPONSORED ADSTTE4,045$277,5270.08%
134TJX COS INC NEW COM8725401092,482$274,4600.08%
135TECHNOLOGY SELECT SECTOR SPDR81369Y8031,184$269,8810.08%
136ISHARES U.S. TREASURY BOND ETF46429B26711,981$268,1390.08%
137TENET HEALTHCARE CORP COM NEWTHC2,000$266,6000.08%
138ISHARES SEMICONDUCTOR ETF4642875231,080$266,3500.08%
139ASML HOLDING N V N Y REGISTRY SHSASMLF257$265,6070.08%
140VERIZON COMMUNICATIONSVZ6,316$263,6110.08%
141AMERICAN EXPRESS CO COMAXP1,116$260,9320.08%
142DELL TECHNOLOGIES INC CL CDELL1,809$258,3610.08%
143MONDELEZ INTL INC CL A6092071053,902$254,5660.08%
144ISHARES MSCI INTL VALUE FACTOR ETF46435G4099,224$254,4900.08%
145BOEING CO COMBA-PA1,358$253,6150.08%
146DUKE ENERGY CORP NEW COM NEWDUKB2,530$251,3490.07%
147CITIGROUP INCC-PR3,901$247,4400.07%
148NEXTERA ENERGY INC COMNEE-PW3,525$246,3980.07%
149GENERAL MLS INC COM3703341043,880$245,6040.07%
150WASTE MGMT INC DEL COM94106L1091,166$244,1140.07%
151GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ1,495$243,5880.07%
152BLACKROCK INC COMBLK311$243,2860.07%
153ISHARES CORE S&P SMALL CAP ETF4642878042,279$241,1870.07%
154HONEYWELL INTL INC COM4385161061,131$238,5840.07%
155OMNICOM GROUP INC COMOMC2,711$237,7280.07%
156SPDR PORTFOLIO AGGREGATE BOND ETF78464A6499,511$236,4510.07%
157CSX CORP COMCSX7,035$236,3060.07%
158VANGUARD ENERGY ETF92204A3061,847$235,6030.07%
159ISHARES GOLD TRUSTIAU5,250$231,3150.07%
160DANAHER CORPORATION COM235851102934$228,3720.07%
161AMERICAN ELEC PWR CO INC COM0255371012,592$226,2300.07%
162PROLOGIS INC. COMPLDGP2,002$224,1240.07%
163VANGUARD S&P 500 ETF922908363445$223,0700.07%
164RTX CORPORATION COMRTX2,203$219,3090.07%
165COMCAST CORP NEW CL ACCZ5,724$218,4930.06%
166AFLAC INC COMAFL2,451$218,2860.06%
167XCEL ENERGY INC COMXELLL4,151$217,6370.06%
168LOGITECH INTL S A SHSH504302322,211$213,3840.06%
169BAKER HUGHES COMPANY CL ABKR6,060$211,7360.06%
170SAP SE SPON ADRSAPGF1,048$208,9920.06%
171KRAFT HEINZ CO COMKHC6,556$208,8740.06%
172ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,220$207,9250.06%
173CONSTELLATION BRANDS INC CL ASTZ808$207,0820.06%
174STRYKER CORPORATION COMSYK613$206,2750.06%
175CAPITAL ONE FINL CORP COM14040H1051,471$205,4990.06%
176STARBUCKS CORP COMSBUX2,634$203,1850.06%
177WISDOMTREE TR INDIA EARNINGS FDWT4,165$202,4190.06%
178SOUTHERN COPPER CORP COMSCCO1,857$201,7440.06%
179EMERSON ELEC CO COMEMR1,837$198,4880.06%
180FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3160922042,434$197,0810.06%
181APA CORPORATION COMAPA6,397$189,5430.06%
182PUBLIC SVC ENTERPRISE GRP INC COM7445731062,562$188,6210.06%
183ADOBE INC COMADBE335$187,6030.06%
184FIDELITY MSCI INDUSTRIAL INDEX ETF3160927092,886$186,2340.06%
185SCHLUMBERGER LTD COM STKSLB3,991$185,9010.06%
186ISHARES CORE S&P MID CAP ETF4642875073,200$185,5040.06%
187BOX INC CL ABXCAP6,960$183,7440.05%
188PEPSICO INC COMPEP1,128$183,7400.05%
189VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427753,121$183,2960.05%
190KINDER MORGAN INC DEL COMEP-PC9,223$182,5230.05%
191NORTHROP GRUMMAN CORP COMNOC419$182,2650.05%
192GENERAL DYNAMICS CORP COMGD622$179,0550.05%
193AUTOZONE INC COMAZO62$175,6330.05%
194FIDELITY MSCI MATERIALS INDEX ETF3160928813,572$173,9740.05%
195ARAMARK COMARMK5,217$173,6220.05%
196THE CIGNA GROUP COM125523100532$173,5760.05%
197INFOSYS LTD SPONSORED ADRINFY9,141$171,4850.05%
198JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF46641Q8783,742$169,9990.05%
199FIDELITY MSCI FINANCIALS INDEX ETF3160925012,928$169,8530.05%
200ISHARES MSCI EAFE VALUE INDEX ETF4642888773,173$169,1530.05%
201LENNAR CORP CL ALEN-B1,138$166,0680.05%
202COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,930$164,6290.05%
203MURPHY OIL CORP COMMUR4,000$164,2800.05%
204ISHARES EXPANDED TECH SECTOR ETF4642875491,722$163,4690.05%
205ISHARES RUSSELL 2000 ETF464287655807$162,3600.05%
206FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF3160928733,110$161,8760.05%
207ISHARES U.S. MEDICAL DEVICES ETF4642888102,918$161,0440.05%
208CARDINAL HEALTH INC COMCAH1,625$158,8600.05%
209ABBOTT LABS COMABLZF1,538$158,7220.05%
210PHILIP MORRIS INTL INC COM7181721091,562$158,1530.05%
211HILTON WORLDWIDE HLDGS INC COMHLT738$158,1020.05%
212CONSOLIDATED EDISON INC COMED1,776$157,7270.05%
213CANADIAN NATL RY CO COM1363751021,348$157,2980.05%
214NETEASE INC SPONSORED ADSNETTF1,629$157,1330.05%
215ACCENTURE PLC IRELAND SHS CLASS AACN519$157,0230.05%
216ANALOG DEVICES INC COMADI694$156,2750.05%
217MICRON TECHNOLOGY INC COMMU1,186$155,9830.05%
218WELLS FARGO CO NEW COM9497461012,573$155,8980.05%
219DOW INC COMDOW2,957$155,6270.05%
220POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ7,761$154,2890.05%
221BHP GROUP LTD SPONSORED ADSBHPLF2,665$153,7970.05%
222NIKE INC CL BNKE1,995$153,2760.05%
223FIDELITY MSCI HEALTH CARE INDEX ETF3160926002,208$150,7620.04%
224HESS CORP COMHESM1,013$150,0460.04%
225UNITED PARCEL SERVICE INC CL BUPS1,096$149,0010.04%
226GILEAD SCIENCES INC COMGILD2,168$148,8440.04%
227CORTEVA INC COMCTVA2,762$146,5790.04%
228ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7642,442$144,5910.04%
229PAYCHEX INC COMPAYX1,234$144,3780.04%
230INTUITIVE SURGICAL INC COM NEWISRG329$143,5230.04%
231OREILLY AUTOMOTIVE INC COM67103H107140$142,2850.04%
232CME GROUP INC COMCME727$142,1290.04%
233FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302690$141,9470.04%
234FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923032,986$140,7000.04%
235HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF4,270$140,3120.04%
236PACCAR INC COMPCAR1,355$137,9930.04%
237KKR & CO INC COMKKRT1,303$136,1770.04%
238KIMBERLY-CLARK CORP COMKMB985$135,7530.04%
239ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,554$135,4470.04%
240MARSH & MCLENNAN COS INC COM571748102644$135,4010.04%
241KROGER CO COMKR2,638$133,3770.04%
242DOMINION ENERGY INC COMD2,775$133,2380.04%
243SONY GROUP CORP SPONSORED ADRSNEJF1,560$133,0840.04%
244DIAMONDBACK ENERGY INC COMFANG645$131,3930.04%
245FIRST INDL RLTY TR INC COM32054K1032,726$128,4760.04%
246ISHARES S&P MID-CAP 400 VALUE ETF4642877051,131$127,3280.04%
247NOVARTIS AG SPONSORED ADRNVSEF1,188$126,5700.04%
248FREEPORT-MCMORAN INC CL BFCX2,603$126,0110.04%
249ISHARES 0-5 YEAR TIPS BOND ETF46429B7471,258$124,5290.04%
250ISHARES GLOBAL ENERGY ETF4642873412,974$123,8970.04%
251FIDELITY WISE ORIGIN BITCOIN FUNDFBTC2,219$122,6660.04%
252ISHARES ESG AWARE MSCI EM ETF46434G8633,621$121,4120.04%
253MASTERCARD INCORPORATED CL AMA276$120,7800.04%
254SHERWIN WILLIAMS CO COMSHW407$120,3870.04%
255BOSTON SCIENTIFIC CORP COMBSX1,572$120,1170.04%
256ASTRAZENECA PLC SPONSORED ADRAZN1,540$120,0280.04%
257SIMON PPTY GROUP INC NEW COM828806109817$119,7070.04%
258HUNTINGTON INGALLS INDS INC COM446413106485$119,6930.04%
259COLGATE PALMOLIVE CO COMCL1,250$119,4250.04%
260ATMOS ENERGY CORP COMATO1,029$119,3430.04%
261SL GREEN RLTY CORP COM78440X8872,169$119,2730.04%
262PARKER-HANNIFIN CORP COMPH238$119,2400.04%
263ALCOA CORP COMAA2,993$118,8220.04%
264WABTEC COM929740108741$115,2630.03%
265AUTOMATIC DATA PROCESSING INC COMADP488$115,0070.03%
266GRAINGER W W INC COM384802104128$114,7120.03%
267DEERE & CO COMDE316$114,0730.03%
268DELTA AIR LINES INC DEL COM NEWDAL2,429$113,9690.03%
269VULCAN MATLS CO COM929160109457$111,3800.03%
270DIAGEO PLC SPON ADR NEWDGEAF884$111,2690.03%
271INTEL CORP COMINTC3,607$111,2420.03%
272CONSTELLATION ENERGY CORP COMCEG542$111,1370.03%
273ALBEMARLE CORP COMALB-PA1,135$110,5600.03%
274CELANESE CORP DEL COMCE839$110,4800.03%
275ELECTRONIC ARTS INC COMEA799$109,7740.03%
276ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARCXF4,800$109,5840.03%
277FIFTH THIRD BANCORP COMFITBM3,000$108,8100.03%
278PALO ALTO NETWORKS INC COMPANW318$108,4060.03%
279RYANAIR HOLDINGS PLC SPONSORED ADSRYAOF946$107,8630.03%
280CANADIAN PACIFIC KANSAS CITY COMCP1,376$107,1870.03%
281ISHARES MSCI JAPAN ETF46434G8221,580$107,1080.03%
282PINTEREST INC CL APINS2,478$106,7520.03%
283BOISE CASCADE CO DEL COMBCC904$106,3920.03%
284MOTOROLA SOLUTIONS INC COM NEWMSI275$106,2520.03%
285INTERPUBLIC GROUP COS INC COMINTR3,771$105,8900.03%
286PPG INDS INC COM693506107848$105,1350.03%
287GE AEROSPACE COM NEW369604301660$104,8460.03%
288ECOLAB INC COMECL444$104,5620.03%
289ISHARES RUSSELL 1000 GROWTH ETF464287614283$104,1240.03%
290RIO TINTO PLC SPONSORED ADRRTNTF1,559$103,5330.03%
291ISHARES CORE HIGH DIVIDEND ETF46429B663948$102,8010.03%
292HSBC HLDGS PLC SPON ADR NEWHBCYF2,345$102,7340.03%
293AIR PRODS & CHEMS INC COMAIIR414$102,3990.03%
294FERGUSON PLC NEW SHSG3421J106535$101,6550.03%
295SYSCO CORP COMSYY1,432$100,0680.03%
296TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242096,108$99,8050.03%
297WATERS CORP COM941848103349$98,6620.03%
298ALCON AG ORD SHSALC1,116$98,6360.03%
299MID-AMER APT CMNTYS INC COM59522J103698$98,5440.03%
300FTAI INFRASTRUCTURE INC COMMON STOCKFIP11,314$98,3190.03%
301WARNER MUSIC GROUP CORP COM CL AWMG3,250$98,3130.03%
302BANK NEW YORK MELLON CORP COM0640581001,632$98,1000.03%
303ISHARES INC MSCI AUSTRALIA INDEX FD4642861034,000$97,3600.03%
304PACKAGING CORP AMER COM695156109536$96,5120.03%
305INVESCO LARGE CAP GROWTH ETFIVZ1,012$95,6340.03%
306GSK PLC SPONSORED ADRGLAXF2,486$95,4130.03%
307ROYAL BK CDA COM780087102896$94,9580.03%
308ZOETIS INC CL AZTS549$94,6770.03%
309YUM BRANDS INC COMYUM726$94,1620.03%
310EQT CORP COMEQT2,565$94,1100.03%
311VANGUARD REIT INDEX ETF9229085531,124$93,2580.03%
312RELIANCE INC COMRS331$92,6730.03%
313SANOFI SPONSORED ADRSNYNF1,868$92,6340.03%
314ALLSTATE CORP COMALL-PJ577$92,6320.03%
315ISHARES MSCI CANADA INDEX4642865092,500$92,3250.03%
316NORFOLK SOUTHN CORP COM655844108428$91,6180.03%
317APPLIED MATLS INC COM038222105383$90,9280.03%
318ISHARES MSCI EMERGING MARKETS ETF4642872342,129$90,8870.03%
319BEST BUY INC COMBBY1,104$90,8480.03%
320DISNEY WALT CO COM254687106923$90,4570.03%
321DARDEN RESTAURANTS INC COMDRI607$90,0360.03%
322WEYERHAEUSER CO MTN BE COM NEWWY3,266$90,0110.03%
323PUBLIC STORAGE OPER CO COMPSA-PS311$88,0530.03%
324STELLANTIS N.V SHSSTLA4,345$86,7130.03%
325NUVEEN QUALITY MUNCP INCOME FD COMNU7,352$86,2390.03%
326L3HARRIS TECHNOLOGIES INC COMLHX387$85,8990.03%
327BOOKING HOLDINGS INC COMBKNG22$85,4670.03%
328TORONTO DOMINION BK ONT COM NEWTORO1,567$85,4380.03%
329ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242805$85,4020.03%
330DEVON ENERGY CORP NEW COM25179M1031,787$85,2940.03%
331ELEVANCE HEALTH INC COMELV159$84,9930.03%
332LULULEMON ATHLETICA INC COMLULU278$84,0560.02%
333WELLTOWER INC COMWELL808$84,0320.02%
334GALLAGHER ARTHUR J & CO COM363576109324$83,9870.02%
335BLACKROCK MUN INCOME QUALITY T COMBLK7,308$83,3480.02%
336BUNGE GLOBAL SA COM SHSBG770$82,6360.02%
337CACI INTL INC CL A127190304193$82,5580.02%
338CHUNGHWA TELECOM CO LTD SPON ADR NEW11CHT2,120$82,2140.02%
339ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,401$81,7480.02%
340GARMIN LTD SHSGRMN503$81,0330.02%
341WD 40 CO COMWDFC369$79,8810.02%
342JPMORGAN HIGH YIELD MUNICIPAL ETF46654Q7991,606$79,6980.02%
343FORD MTR CO DEL COM3453708606,180$78,8570.02%
344DEUTSCHE BANK A G NAMEN AKTD181908984,703$78,1170.02%
345DAVITA INC COMDVA558$77,3440.02%
346KELLANOVA COMBEKE1,362$77,2530.02%
347DROPBOX INC CL ADBX3,400$76,6020.02%
348ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513990$75,9530.02%
349ISHARES MSCI EAFE ETF464287465967$75,8800.02%
350HUMANA INC COMHUM203$75,8180.02%
351ISHARES AGGREGATE BOND ETF464287226786$75,6530.02%
352EXELON CORP COMEXC2,182$75,3880.02%
353ISHARES S&P 500 VALUE ETF464287408416$75,3210.02%
354DOLLAR TREE INC COMDLTR697$74,7530.02%
355SCHWAB U.S. LARGE-CAP VALUE ETF8085244091,000$73,7100.02%
356SMUCKER J M CO COM NEW832696405663$73,2680.02%
357UNILEVER PLC SPON ADR NEWUNLYF1,323$72,3680.02%
358CONAGRA BRANDS INC COMCAG2,550$72,1650.02%
359MARATHON OIL CORP COMMARA2,508$72,0050.02%
360VALE S A SPONSORED ADSVALE6,423$71,9380.02%
361CNH INDL N V SHSN209441097,368$71,9120.02%
362VERTEX PHARMACEUTICALS INC COMVRTX152$71,6300.02%
363BROOKFIELD CORP CL A LTD VT SH11271J1071,734$71,3010.02%
364HOST HOTELS & RESORTS INC COMHST4,002$70,5550.02%
365RESTAURANT BRANDS INTL INC COM76131D1031,000$70,2900.02%
366REGENERON PHARMACEUTICALS COMREGN66$69,7630.02%
367WYNN RESORTS LTD COMWYNN794$69,6100.02%
368SOFI TECHNOLOGIES INC COMSOFI10,800$69,4440.02%
369SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2095,146$69,2140.02%
370HERSHEY CO COMHSY378$68,9660.02%
371VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208051,434$68,9180.02%
372UBS GROUP AG SHSUBS2,269$67,9340.02%
373CUMMINS INC COMCMI242$65,8940.02%
374CVS HEALTH CORP COMCVS1,132$65,8000.02%
375LAM RESEARCH CORP COMLRCX62$65,7590.02%
376DUPONT DE NEMOURS INC COMDD828$65,6360.02%
377EDISON INTL COM281020107918$65,3520.02%
378ISHARES RUSSELL 1000 VALUE ETF464287598374$64,8370.02%
379AT&T INC COMT-PC3,386$64,2740.02%
380FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS344419106582$63,0830.02%
381ZILLOW GROUP INC CL C CAP STKZ1,372$62,6180.02%
382AGCO CORP COMAGCO643$61,4580.02%
383SPDR PORTFOLIO S&P 500 ETF78464A854958$61,4460.02%
384NOV INC COMNOV3,314$61,2760.02%
385ROYAL GOLD INC COMRGLD486$60,7550.02%
386BXP INC COMBXP1,000$60,6900.02%
387ISHARES SELECT DIVIDEND ETF464287168500$60,1550.02%
388ISHARES MSCI BRAZIL INDEX FD ETF4642864002,200$59,7080.02%
389ALTRIA GROUP INC COMMO1,297$59,7010.02%
390BARRICK GOLD CORP COM0679011083,586$59,3840.02%
391VALVOLINE INC COMVVV1,411$59,3750.02%
392AON PLC SHS CL AAON201$58,9910.02%
393ISHARES US FINANCIAL SERVICES ETF464287770900$58,8630.02%
394ULTA BEAUTY INC COMULTA153$58,8150.02%
395KNIGHT-SWIFT TRANSN HLDGS INC CL A4990491041,162$58,2860.02%
396CHURCH & DWIGHT CO INC COMCHD550$57,6790.02%
397ISHARES FLOATING RATE BOND ETF46429B6551,129$57,4210.02%
398FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO8,859$57,3180.02%
399ISHARES BITCOIN TRUST REGISTEREDIBIT1,589$57,2040.02%
4003M CO COMMMM568$57,1480.02%
401DOVER CORP COMDOV319$56,4600.02%
402ENI S P A SPONSORED ADR26874R1081,802$56,1680.02%
403COPT DEFENSE PROPERTIES SHS BEN INTCDP2,200$55,1100.02%
404FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E1083,143$54,5620.02%
405ISHARES MSCI TAIWAN ETF46434G7721,002$54,1580.02%
406ROSS STORES INC COMROST372$54,0290.02%
407HOLOGIC INC COMHOLX726$53,7970.02%
408S&P GLOBAL INC COMSPGI120$53,5580.02%
409ISHARES CORE DIVIDEND GROWTH ETF46434V621922$52,9870.02%
410BLOCK INC CL ABSQKZ830$52,9870.02%
411LAMB WESTON HLDGS INC COMLW637$52,7050.02%
412HALLIBURTON CO COMHAL1,576$52,6860.02%
413VAIL RESORTS INC COMMTN300$52,6290.02%
414MOLINA HEALTHCARE INC COMMOH180$52,5890.02%
415VONTIER CORPORATION COMVNT1,378$52,2120.02%
416BECTON DICKINSON & CO COMBDX221$50,6690.02%
417AMERICAN TOWER CORP NEW COM03027X100260$50,4450.02%
418CBRE GROUP INC CL ACBRE578$49,6910.01%
419GENUINE PARTS CO COMGPC371$49,6580.01%
420BORGWARNER INC COMBWA1,550$48,8100.01%
421NUTRIEN LTD COMNTR961$48,5640.01%
422TRANE TECHNOLOGIES PLC SHSTT151$48,5250.01%
423NXP SEMICONDUCTORS N V COMNXPI182$48,3520.01%
424ILLINOIS TOOL WKS INC COM452308109207$48,3160.01%
425ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887375$47,8760.01%
426SILA REALTY TRUST INC COMMON STOCKSILA2,281$47,0340.01%
427OVINTIV INC COMOVV1,000$46,9400.01%
428MEDTRONIC PLC SHSMDT608$46,8890.01%
429ISHARES S&P 500 GROWTH ETF464287309499$46,5220.01%
430AGNICO EAGLE MINES LTD COMAEM715$46,5040.01%
431TAKE-TWO INTERACTIVE SOFTWARE COMTTWO300$46,2870.01%
432SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6641,726$46,0670.01%
433VANGUARD UTILITIES92204A876308$45,1650.01%
434PRUDENTIAL FINL INC COMPUKPF384$45,1370.01%
435GENERAL MTRS CO COM37045V100966$45,0930.01%
436COGENT COMMUNICATIONS HLDGS IN COM NEWCCOI798$44,0820.01%
437VANGUARD COMMUNICATION SERVICES ETF92204A884318$43,7920.01%
438ISHARES GLOBAL REIT ETF46434V6471,895$43,7180.01%
439BAXTER INTL INC COM0718131091,300$42,9780.01%
440VANGUARD FINANCIALS ETF92204A405429$42,9340.01%
441CHUBB LIMITED COMCB167$42,5550.01%
442RLJ LODGING TR COMRLJ-PA4,500$42,2550.01%
443INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ2,000$42,1400.01%
444VANGUARD CONSUMER DISCRETIONARY ETF92204A108134$41,8500.01%
445VANGUARD INDUSTRIALS ETF92204A603180$41,7820.01%
446VANGUARD MATERIALS ETF92204A801220$41,7760.01%
447BRISTOL-MYERS SQUIBB CO COMCELG-RI1,011$41,7560.01%
448JPMORGAN ACTIVE VALUE ETF46641Q167707$41,6210.01%
449VANGUARD CONSUMER STAPLES ETF92204A207206$41,5650.01%
450PNC FINL SVCS GROUP INC COM693475105265$41,3770.01%
451ARCHER DANIELS MIDLAND CO COMADM681$41,2960.01%
452VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771917$41,1730.01%
453INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ2,000$40,9400.01%
454VANGUARD HEALTH CARE ETF92204A504153$40,5070.01%
455ZIMMER BIOMET HOLDINGS INC COMZBH380$40,2650.01%
456CHEMOURS CO COMCC1,780$40,2640.01%
457SPDR S&P REGIONAL BANKING ETF78464A698820$40,0730.01%
458SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,300$39,9100.01%
459US BANCORP DEL COM NEWUSB-PS1,014$39,7890.01%
460AMERICAN WTR WKS CO INC NEW COM030420103310$39,6060.01%
461SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,204$38,9610.01%
462AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086071,071$38,7300.01%
463UNITED AIRLS HLDGS INC COMUNTCW768$37,1170.01%
464PFIZER INC COMPFE1,269$35,8110.01%
465SUNCOR ENERGY INC NEW COMSU931$35,5830.01%
466INTERACTIVE BROKERS GROUP INC COM CL A45841N107280$35,4900.01%
467ISHARES RUSSELL 1000 ETF464287622119$35,4800.01%
468SUN CMNTYS INC866674104298$35,3900.01%
469CDW CORP COMCDW160$35,0700.01%
470SPDR S&P DIVIDEND ETF78464A763278$35,0140.01%
471MOHAWK INDS INC COM608190104300$32,9700.01%
472ENERGY TRANSFER L P COM UT LTD PTNET-PI2,000$32,7200.01%
473PRICE T ROWE GROUP INC COMTROW284$32,3330.01%
474FORTIVE CORP COMFTV448$32,3100.01%
475ISHARES 20 YR TREASURY ETF464287432357$32,0980.01%
476MERCADOLIBRE INC COMMELI20$31,9520.01%
477CINCINNATI FINL CORP COM172062101267$31,8240.01%
478ISHARES U.S. BASIC MATERIALS ETF464287838230$31,7930.01%
479NATIONAL GRID PLC SPONSORED ADR NENMPWP555$31,7140.01%
480AGILENT TECHNOLOGIES INC COMA242$30,8310.01%
481BLACKSTONE INC COMBX252$30,8020.01%
482ISHARES 1-3 YR CREDIT BOND ETF464288646601$30,6600.01%
483VANGUARD TAX-EXEMPT BOND ETF922907746610$30,4570.01%
484VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768500$30,1850.01%
485WILLIAMS SONOMA INC COMWSM109$30,1810.01%
486PROGRESSIVE CORP COM743315103143$29,9530.01%
487INTERCONTINENTAL EXCHANGE INC COM45866F104215$29,4400.01%
488MICROCHIP TECHNOLOGY INC. COMMCHPP318$29,1260.01%
489MICROSTRATEGY INC CL A NEWSTRK21$28,6850.01%
490INGERSOLL RAND INC COMIR309$27,6680.01%
491TE CONNECTIVITY LTD SHSTEL185$27,4670.01%
492TYSON FOODS INC CL ATSN478$27,4180.01%
493PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775295$26,5530.01%
494FACTSET RESH SYS INC COM30307510564$26,1780.01%
495FOX CORP CL A COMFOX767$26,1700.01%
496WASTE CONNECTIONS INC COMWCN150$26,0880.01%
497NEWMARKET CORP COMNEU50$26,0280.01%
498ORMAT TECHNOLOGIES INC COMORA376$26,0190.01%
499AVALONBAY CMNTYS INC COMAWX124$25,3360.01%
500ISHARES U.S. TECHNOLOGY ETF464287721166$25,2350.01%