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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 Q3 2024 · Filed October 28, 2024 · Accession 0001812103-24-000004

Total Value
$382.2M
Positions
835
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STK MKT922908769157,212$44.5M11.74%
2SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805594,864$41.7M10.99%
3JPMORGAN ULTRA-SHORT INCOME ETF46641Q837601,785$30.5M8.05%
4VANGUARD INTERMEDIATE-TERM BOND921937819365,628$28.7M7.56%
5VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870249,172$20.9M5.50%
6SCHWAB INTERNATIONAL EQUITY ETF808524805326,530$13.4M3.54%
7VANGUARD FTSE DEVELOPED MARKETS ETF921943858158,308$8.4M2.20%
8SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889215,839$8.1M2.14%
9JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654155,690$7.9M2.09%
10SCHWAB U.S. LARGE-CAP ETF808524201102,561$7.0M1.84%
11SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66370,595$6.5M1.71%
12SCHWAB SHORT-TERM US TREASURY ETF808524862132,184$6.5M1.71%
13ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100107,720$5.4M1.43%
14VANGUARD HIGH DIVIDEND YIELD92194640635,813$4.6M1.21%
15SCHWAB U.S. BROAD MARKET ETF80852410266,422$4.4M1.17%
16SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474136,217$4.1M1.09%
17ISHARES CORE MSCI EMERGING MARKETS ETF46434G10360,314$3.5M0.91%
18MICROSOFTMSFT7,856$3.4M0.89%
19ISHARES AMT-FREE MUNI BOND ETF46428841428,483$3.1M0.82%
20VANGUARD SHORT TERM CORP BOND FD ETF92206C40936,483$2.9M0.76%
21SCHWAB 1-5 YEAR CORPORATE BOND ETF80852471455,550$2.8M0.73%
22VANGUARD SHORT-TERM BOND ETF92193782734,558$2.7M0.72%
23APPLE INCAAPL11,277$2.6M0.69%
24JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39924,495$2.5M0.67%
25NVIDIA CORPORATION COMNVDA20,203$2.5M0.65%
26ALPHABET INC CAP STK CL CGOOG11,724$2.0M0.52%
27ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715015,391$1.9M0.51%
28SPDR ICE PREFERRED SECURITIES ETF78464A29251,623$1.8M0.49%
29ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815816,522$1.8M0.46%
30VANGUARD FTSE EMERGING MARKETS ETF92204285832,332$1.5M0.41%
31SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40858,020$1.5M0.39%
32VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679418,534$1.4M0.36%
33EXXON MOBIL CORP COMXOM11,241$1.3M0.35%
34ISHARES ESG AWARE MSCI USA ETF46435G4259,724$1.2M0.32%
35SPDR PORTFOLIO EMERGING MARKETS ETF78463X50927,995$1.2M0.30%
36JPMORGAN CHASE & CO. COMVYLD5,443$1.1M0.30%
37CONOCOPHILLIPS COMCOP10,736$1.1M0.30%
38FTAI AVIATION LTD SHSFTAIN8,158$1.1M0.29%
39ISHARES SHORT TREASURY BOND ETF4642886799,290$1.0M0.27%
40JPMORGAN CORE PLUS BOND ETF46641Q67020,807$1.0M0.26%
41BROADCOM INC COMAVGO5,798$1.0M0.26%
42JPMORGAN MUNICIPAL ETF46641Q64719,394$994,3300.26%
43ISHARES SHORT DURATION BOND ACTIVE ETF46431W50718,433$944,5180.25%
44VANGUARD LONG TERM CORP BOND FD ETF92206C81311,227$911,9690.24%
45ISHARES S&P U.S. PREFERRED STOCK ETF46428868727,149$902,1640.24%
46ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40720,676$897,7520.24%
47CHEVRON CORP NEW COMCVX5,963$878,1710.23%
48BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,851$851,9410.22%
49WALMART INC COMWMT10,428$842,0610.22%
50AMAZON COM INC COMAMZN4,468$832,5220.22%
51PHILLIPS 66 COMPSX5,993$787,7800.21%
52SPDR GOLD SHARESGLD3,240$787,5140.21%
53TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391004,410$765,8850.20%
54HOME DEPOT INC COMHD1,860$753,5910.20%
55GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ4,089$732,5610.19%
56ISHARES MBS ETF4642885887,522$720,6830.19%
57ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882817,630$714,0590.19%
58ORACLE CORP COMORCL-PD4,127$703,2410.19%
59MCDONALDS CORP COMMCD2,241$682,4070.18%
60PIMCO ENHANCED SHORT MATURITY ETF72201R8336,750$679,6580.18%
61META PLATFORMS INC CL AMETA1,157$662,3130.17%
62SHELL PLC SPON ADSRYDAF9,897$652,6870.17%
63COSTCO WHSL CORP NEW COM22160K105723$640,9540.17%
64VALERO ENERGY CORP COMVLO4,698$634,3710.17%
65ISHARES CMBS ETF46429B36612,929$632,6160.17%
66SCHWAB EMERGING MARKETS EQUITY ETF80852470621,590$629,9960.17%
67ELI LILLY & CO COMLLY674$597,1240.16%
68MARATHON PETE CORP COMMARA3,642$593,3180.16%
69ABBVIE INC COMABBV2,987$589,8730.16%
70ISHARES SILVER TRUSTSLV20,619$585,7860.15%
71JOHNSON & JOHNSON COMJNJ3,319$537,8770.14%
72PROCTER AND GAMBLE CO COM7427181093,042$526,8340.14%
73LOCKHEED MARTIN CORP COMLMT886$517,9200.14%
74ISHARES MSCI EAFE GROWTH ETF4642888854,785$515,0780.14%
75UNITEDHEALTH GROUP INC COMUNH878$513,5830.14%
76GOLDMAN SACHS GROUP INCGSCE1,029$509,4680.13%
77LINDE PLC SHSLIN1,062$506,4250.13%
78ISHARES CORE MSCI EUROPE ETF46434V7388,002$487,5620.13%
79SCHWAB US DIVIDEND EQUITY ETF8085247975,710$482,6660.13%
80CATERPILLAR INC COMCAT1,182$462,3040.12%
81NOVO-NORDISK A S ADRNONOF3,812$453,8950.12%
82VISA INC COM CL AV1,636$449,8180.12%
83TARGET CORP COMTGT2,787$434,3510.11%
84ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF46428651711,268$433,3820.11%
85SOUTHERN CO COMSOMN4,742$427,6340.11%
86INTERNATIONAL BUSINESS MACHS COMINTR1,920$424,5840.11%
87ISHARES CORE MSCI EAFE ETF46432F8425,253$409,9970.11%
88MERCK & CO INCMRK3,590$407,6800.11%
89COCA COLA CO COMKO5,573$400,4510.11%
90LOWES COS INC COM5486611071,455$394,0870.10%
91ISHARES AGGREGATE BOND ETF4642872263,883$393,2310.10%
92TESLA INC COMTSLA1,501$392,7070.10%
93MORGAN STANLEY COM NEWMS-PQ3,748$390,6920.10%
94NASDAQ INC COMNDAQ5,239$382,4990.10%
95INVESCO QQQ TRUST SERIES IIVZ771$376,3020.10%
96ONEOK INC NEW COMOKE4,119$375,3640.10%
97HCA HEALTHCARE INC COMHCA914$371,4770.10%
98BANK AMERICA CORP COM0605051049,348$370,9290.10%
99TRACTOR SUPPLY CO COMTSCO1,266$368,3170.10%
100T-MOBILE US INC COMTMUSZ1,783$367,9400.10%
101ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,994$364,6920.10%
102NUCOR CORP COMNUE2,425$364,5750.10%
103ICICI BANK LIMITED ADRIBN12,057$359,9010.09%
104MARRIOTT INTL INC NEW CL A5719032021,443$358,7300.09%
105ISHARES U.S. ENERGY ETF4642877967,716$357,5590.09%
106THERMO FISHER SCIENTIFIC INC COMTMO575$355,9250.09%
107SCHWAB CHARLES CORP COMSCHW-PJ5,428$351,7890.09%
108EOG RES INC COMEOG2,837$348,7520.09%
109CHIPOTLE MEXICAN GRILL INC COMCMG6,000$345,7200.09%
110CISCO SYS INC COMCSCO6,469$344,2590.09%
111BP PLC SPONSORED ADRBPPFF10,865$341,0460.09%
112TOYOTA MOTOR CORP ADSTOYOF1,909$340,8900.09%
113UNION PAC CORP COMUNP1,379$339,8470.09%
114ALPHABET INC CAP STK CL AGOOG2,048$339,6610.09%
115SEMPRA COMSREA4,031$337,1130.09%
116EATON CORP PLC SHSETN1,015$336,4120.09%
117LAMAR ADVERTISING CO NEW CL ALAMR2,489$332,5300.09%
118TENET HEALTHCARE CORP COM NEWTHC2,000$332,4000.09%
119VANGUARD INFORMATION TECHNOLOGY ETF92204A702564$330,7970.09%
120ISHARES GLOBAL TECH ETF4642872913,993$329,5750.09%
121NETFLIX INC COMNFLX463$328,3920.09%
122ADVANCED MICRO DEVICES INC COMAMD1,992$326,8470.09%
123FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928081,862$324,9190.09%
124ISHARES TIPS BOND ETF4642871762,913$321,7990.08%
125SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7396,552$315,4130.08%
126DUKE ENERGY CORP NEW COM NEWDUKB2,672$308,0730.08%
127VERIZON COMMUNICATIONSVZ6,788$304,8290.08%
128INTUIT COMINTU490$304,2900.08%
129AMERICAN EXPRESS CO COMAXP1,116$302,6590.08%
130TEXAS INSTRS INC COM8825081041,452$299,9400.08%
131VANGUARD S&P 500 ETF922908363565$298,1340.08%
132NEXTERA ENERGY INC COMNEE-PW3,525$297,9680.08%
133BLACKROCK INC COMBLK311$295,2980.08%
134MONDELEZ INTL INC CL A6092071054,000$294,6800.08%
135AMGEN INC COMAMGN912$293,8560.08%
136TJX COS INC NEW COM8725401092,482$291,7340.08%
137OMNICOM GROUP INC COMOMC2,797$289,1820.08%
138GENERAL MLS INC COM3703341043,891$287,3500.08%
139FEDEX CORP COMFDX1,035$283,2590.07%
140OCCIDENTAL PETE CORP COM6745991055,399$278,2640.07%
141FIDELITY MSCI ENERGY INDEX ETF31609240211,394$274,3680.07%
142AFLAC INC COMAFL2,451$274,0220.07%
143RTX CORPORATION COMRTX2,249$272,4890.07%
144ISHARES MSCI INTL VALUE FACTOR ETF46435G4099,224$272,3850.07%
145STARBUCKS CORP COMSBUX2,783$271,3450.07%
146ISHARES U.S. TREASURY BOND ETF46429B26711,485$269,3280.07%
147ENERGY SELECT SECTOR SPDR FUND81369Y5063,048$267,6440.07%
148TECHNOLOGY SELECT SECTOR SPDR81369Y8031,184$267,3000.07%
149XCEL ENERGY INC COMXELLL4,088$266,9460.07%
150AMERICAN ELEC PWR CO INC COM0255371012,592$265,9390.07%
151BOX INC CL ABXCAP8,119$265,7350.07%
152JPMORGAN EQUITY PREMIUM INCOME ETF46641Q3324,430$263,6290.07%
153ISHARES MSCI USA VALUE FACTOR ETF46432F3882,408$262,5680.07%
154TOTALENERGIES SE SPONSORED ADSTTE4,045$261,3880.07%
155ISHARES GOLD TRUSTIAU5,250$260,9250.07%
156ISHARES S&P 500 INDEX464287200442$254,9540.07%
157ISHARES CORE S&P SMALL CAP ETF4642878042,175$254,3880.07%
158DANAHER CORPORATION COM235851102915$254,3880.07%
159PROLOGIS INC. COMPLDGP2,002$252,8130.07%
160SAP SE SPON ADRSAPGF1,100$252,0100.07%
161ISHARES SEMICONDUCTOR ETF4642875231,080$249,0370.07%
162CITIGROUP INCC-PR3,969$248,4590.07%
163QUALCOMM INC COMQCOM1,424$242,1510.06%
164WASTE MGMT INC DEL COM94106L1091,166$242,0620.06%
165COMCAST CORP NEW CL ACCZ5,789$241,8160.06%
166CSX CORP COMCSX6,891$237,9460.06%
167HONEYWELL INTL INC COM4385161061,150$237,7170.06%
168KRAFT HEINZ CO COMKHC6,669$234,1490.06%
169SPDR PORTFOLIO AGGREGATE BOND ETF78464A6498,869$231,8440.06%
170PUBLIC SVC ENTERPRISE GRP INC COM7445731062,562$228,5330.06%
171BAKER HUGHES COMPANY CL ABKR6,296$227,6000.06%
172KINDER MORGAN INC DEL COMEP-PC10,281$227,1070.06%
173NORTHROP GRUMMAN CORP COMNOC430$227,0700.06%
174ASML HOLDING N V N Y REGISTRY SHSASMLF269$224,1440.06%
175WISDOMTREE TR INDIA EARNINGS FDWT4,435$223,7900.06%
176BOEING CO COMBA-PA1,458$221,7360.06%
177STRYKER CORPORATION COMSYK613$221,4520.06%
178CONSTELLATION BRANDS INC CL ASTZ858$221,0980.06%
179CAPITAL ONE FINL CORP COM14040H1051,471$220,2530.06%
180SOUTHERN COPPER CORP COMSCCO1,903$220,1200.06%
181VANGUARD ENERGY ETF92204A3061,779$217,8740.06%
182FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3160922042,434$215,2630.06%
183DELL TECHNOLOGIES INC CL CDELL1,809$214,4390.06%
184LENNAR CORP CL ALEN-B1,138$213,3520.06%
185ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,182$211,9330.06%
186INFOSYS LTD SPONSORED ADRINFY9,425$209,8950.06%
187LOGITECH INTL S A SHSH504302322,339$209,8780.06%
188GENERAL DYNAMICS CORP COMGD691$208,8200.06%
189FIDELITY MSCI INDUSTRIAL INDEX ETF3160927092,886$208,2830.05%
190PEPSICO INC COMPEP1,212$206,1010.05%
191ARAMARK COMARMK5,217$202,0540.05%
192EMERSON ELEC CO COMEMR1,837$200,9130.05%
193VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427753,121$196,6230.05%
194CARDINAL HEALTH INC COMCAH1,770$195,6200.05%
195AUTOZONE INC COMAZO62$195,3020.05%
196POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ9,041$194,3820.05%
197KKR & CO INC COMKKRT1,485$193,9110.05%
198FIDELITY MSCI MATERIALS INDEX ETF3160928813,572$193,6080.05%
199ACCENTURE PLC IRELAND SHS CLASS AACN538$190,1720.05%
200PHILIP MORRIS INTL INC COM7181721091,562$189,6270.05%
201CONSOLIDATED EDISON INC COMED1,815$188,9960.05%
202ABBOTT LABS COMABLZF1,653$188,4590.05%
203FIDELITY MSCI FINANCIALS INDEX ETF3160925012,928$186,9680.05%
204ISHARES CORE S&P MID CAP ETF4642875073,000$186,9600.05%
205THE CIGNA GROUP COM125523100532$184,3060.05%
206GILEAD SCIENCES INC COMGILD2,168$181,8050.05%
207ISHARES RUSSELL 2000 ETF464287655807$178,2580.05%
208JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF46641Q8783,742$177,2210.05%
209COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,930$174,4720.05%
210FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF3160928733,110$171,2990.05%
211HILTON WORLDWIDE HLDGS INC COMHLT738$170,1090.04%
212SCHLUMBERGER LTD COM STKSLB4,049$169,8560.04%
213INTUITIVE SURGICAL INC COM NEWISRG345$169,4880.04%
214ISHARES U.S. MEDICAL DEVICES ETF4642888102,833$167,7700.04%
215NIKE INC CL BNKE1,893$167,3410.04%
216BHP GROUP LTD SPONSORED ADSBHPLF2,682$166,5790.04%
217PAYCHEX INC COMPAYX1,234$165,5900.04%
218ISHARES MSCI EAFE VALUE INDEX ETF4642888772,874$165,3410.04%
219ISHARES EXPANDED TECH SECTOR ETF4642875491,722$165,2090.04%
220CORTEVA INC COMCTVA2,762$162,3780.04%
221ADOBE INC COMADBE312$161,5470.04%
222DOW INC COMDOW2,957$161,5410.04%
223OREILLY AUTOMOTIVE INC COM67103H107140$161,2240.04%
224SL GREEN RLTY CORP COM78440X8872,313$161,0080.04%
225FIDELITY MSCI HEALTH CARE INDEX ETF3160926002,208$160,7420.04%
226DOMINION ENERGY INC COMD2,775$160,3800.04%
227JPMORGAN HIGH YIELD MUNICIPAL ETF46654Q7993,131$159,7440.04%
228ANALOG DEVICES INC COMADI694$159,7380.04%
229SONY GROUP CORP SPONSORED ADRSNEJF1,638$158,1820.04%
230GE AEROSPACE COM NEW369604301838$157,9430.04%
231CANADIAN NATL RY CO COM1363751021,348$157,9180.04%
232ATMOS ENERGY CORP COMATO1,134$157,2970.04%
233APA CORPORATION COMAPA6,397$156,4710.04%
234KROGER CO COMKR2,718$155,7410.04%
235SHERWIN WILLIAMS CO COMSHW407$155,3400.04%
236FIRST INDL RLTY TR INC COM32054K1032,765$154,7850.04%
237FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923032,986$152,4350.04%
238NETEASE INC SPONSORED ADSNETTF1,629$152,3280.04%
239ISHARES MSCI EAFE ETF4642874651,817$151,9560.04%
240CONSTELLATION ENERGY CORP COMCEG584$151,8520.04%
241NOVARTIS AG SPONSORED ADRNVSEF1,314$151,1360.04%
242PARKER-HANNIFIN CORP COMPH238$150,3730.04%
243ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7642,442$149,2310.04%
244CME GROUP INC COMCME664$146,5120.04%
245FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302690$146,1630.04%
246WELLS FARGO CO NEW COM9497461012,573$145,3490.04%
247BANK NEW YORK MELLON CORP COM0640581002,006$144,1510.04%
248MARSH & MCLENNAN COS INC COM571748102644$143,6700.04%
249ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,554$142,8590.04%
250HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF4,473$141,9280.04%
251UNITED PARCEL SERVICE INC CL BUPS1,038$141,5210.04%
252KIMBERLY-CLARK CORP COMKMB985$140,1460.04%
253ISHARES S&P MID-CAP 400 VALUE ETF4642877051,131$139,8140.04%
254SIMON PPTY GROUP INC NEW COM828806109823$139,1030.04%
255HUNTINGTON INGALLS INDS INC COM446413106525$138,8000.04%
256HESS CORP COMHESM1,013$137,5650.04%
257WABTEC COM929740108744$135,2370.04%
258AUTOMATIC DATA PROCESSING INC COMADP488$135,0440.04%
259MURPHY OIL CORP COMMUR4,000$134,9600.04%
260DEERE & CO COMDE322$134,3800.04%
261PACCAR INC COMPCAR1,355$133,7110.04%
262ALCOA CORP COMAA3,452$133,1780.04%
263GRAINGER W W INC COM384802104128$132,9680.04%
264WATERS CORP COM941848103367$132,0800.03%
265BOSTON SCIENTIFIC CORP COMBSX1,572$131,7340.03%
266ISHARES ESG AWARE MSCI EM ETF46434G8633,605$131,2580.03%
267INTERPUBLIC GROUP COS INC COMINTR4,136$130,8220.03%
268FREEPORT-MCMORAN INC CL BFCX2,603$129,9420.03%
269FIFTH THIRD BANCORP COMFITBM3,000$128,5200.03%
270BOISE CASCADE CO DEL COMBCC904$127,4460.03%
271ISHARES INC MSCI AUSTRALIA INDEX FD4642861034,651$126,0890.03%
272ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARCXF4,800$126,0480.03%
273ISHARES MSCI CANADA INDEX4642865093,023$125,5150.03%
274MOTOROLA SOLUTIONS INC COM NEWMSI275$123,6480.03%
275DELTA AIR LINES INC DEL COM NEWDAL2,429$123,3690.03%
276AIR PRODS & CHEMS INC COMAIIR414$123,2640.03%
277FIDELITY WISE ORIGIN BITCOIN FUNDFBTC2,219$123,2210.03%
278MICRON TECHNOLOGY INC COMMU1,186$123,0000.03%
279ROYAL BK CDA COM780087102976$121,7360.03%
280MASTERCARD INCORPORATED CL AMA245$120,9810.03%
281ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872421,068$120,6630.03%
282ASTRAZENECA PLC SPONSORED ADRAZN1,540$119,9810.03%
283ISHARES GLOBAL ENERGY ETF4642873412,940$119,0110.03%
284PUBLIC STORAGE OPER CO COMPSA-PS327$118,9850.03%
285PALO ALTO NETWORKS INC COMPANW348$118,9460.03%
286VULCAN MATLS CO COM929160109474$118,7040.03%
287CANADIAN PACIFIC KANSAS CITY COMCP1,376$117,7830.03%
288SYSCO CORP COMSYY1,484$115,8410.03%
289PACKAGING CORP AMER COM695156109536$115,4540.03%
290ELECTRONIC ARTS INC COMEA799$114,6660.03%
291CELANESE CORP DEL COMCE839$114,0700.03%
292ECOLAB INC COMECL444$113,3670.03%
293WELLTOWER INC COMWELL883$113,0500.03%
294ISHARES MSCI JAPAN ETF46434G8221,580$113,0330.03%
295NORFOLK SOUTHN CORP COM655844108453$112,5710.03%
296BEST BUY INC COMBBY1,088$112,3900.03%
297ALCON AG ORD SHSALC1,116$111,5750.03%
298ISHARES CORE HIGH DIVIDEND ETF46429B663948$111,5040.03%
299AT&T INC COMT-PC5,065$111,4390.03%
300DIAMONDBACK ENERGY INC COMFANG645$111,1980.03%
301RIO TINTO PLC SPONSORED ADRRTNTF1,559$110,9540.03%
302DARDEN RESTAURANTS INC COMDRI676$110,9520.03%
303MID-AMER APT CMNTYS INC COM59522J103698$110,9120.03%
304ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF4642885131,379$110,7340.03%
305WEYERHAEUSER CO MTN BE COM NEWWY3,266$110,5870.03%
306TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242096,108$110,0660.03%
307KELLANOVA COMBEKE1,362$109,9270.03%
308ALLSTATE CORP COMALL-PJ577$109,4280.03%
309GSK PLC SPONSORED ADRGLAXF2,650$108,3320.03%
310DIAGEO PLC SPON ADR NEWDGEAF770$108,0620.03%
311SANOFI SPONSORED ADRSNYNF1,868$107,6530.03%
312ALBEMARLE CORP COMALB-PA1,135$107,4960.03%
313ZOETIS INC CL AZTS549$107,1850.03%
314CACI INTL INC CL A127190304212$106,9670.03%
315RYANAIR HOLDINGS PLC SPONSORED ADRRYAOF2,365$106,8510.03%
316FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG535$106,2350.03%
317ISHARES RUSSELL 1000 GROWTH ETF464287614283$106,2330.03%
318HSBC HLDGS PLC SPON ADR NEWHBCYF2,345$105,9710.03%
319FTAI INFRASTRUCTURE INC COMMON STOCKFIP11,314$105,8990.03%
320WARNER MUSIC GROUP CORP COM CL AWMG3,250$101,7250.03%
321YUM BRANDS INC COMYUM726$101,4290.03%
322VANGUARD REIT INDEX ETF9229085531,030$100,3430.03%
323INVESCO LARGE CAP GROWTH ETFIVZ1,012$99,8660.03%
324ISHARES 0-5 YEAR TIPS BOND ETF46429B747984$99,6990.03%
325ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,502$99,5680.03%
326TORONTO DOMINION BK ONT COM NEWTORO1,567$99,0990.03%
327DISNEY WALT CO COM2546871061,018$97,8880.03%
328PPG INDS INC COM693506107739$97,8880.03%
329RELIANCE INC COMRS331$95,7290.03%
330WD 40 CO COMWDFC369$95,1580.03%
331SOFI TECHNOLOGIES INC COMSOFI12,026$94,5240.02%
332EQT CORP COMEQT2,565$93,9820.02%
333BOOKING HOLDINGS INC COMBKNG22$92,6670.02%
334BROOKFIELD CORP CL A LTD VT SH11271J1071,734$92,1880.02%
335L3HARRIS TECHNOLOGIES INC COMLHX387$92,0560.02%
336COLGATE PALMOLIVE CO COMCL884$91,7680.02%
337DAVITA INC COMDVA558$91,4730.02%
338GALLAGHER ARTHUR J & CO COM363576109324$91,1640.02%
339GARMIN LTD SHSGRMN503$88,5430.02%
340EXELON CORP COMEXC2,182$88,4800.02%
3413M CO COMMMM641$87,6260.02%
342ZILLOW GROUP INC CL C CAP STKZ1,372$87,6020.02%
343APPLIED MATLS INC COM038222105428$86,4770.02%
344DROPBOX INC CL ADBX3,400$86,4620.02%
345UNILEVER PLC SPON ADR NEWUNLYF1,323$85,9420.02%
346ISHARES BITCOIN TRUST ETFIBIT2,350$84,9060.02%
347CHUNGHWA TELECOM CO LTD SPON ADR NEW11CHT2,120$84,1000.02%
348CONAGRA BRANDS INC COMCAG2,550$82,9260.02%
349ELEVANCE HEALTH INC COMELV159$82,6800.02%
350ISHARES S&P 500 VALUE ETF464287408416$82,0230.02%
351CVS HEALTH CORP COMCVS1,304$81,9680.02%
352CNH INDL N V SHSN209441097,368$81,7850.02%
353DEUTSCHE BANK A G NAMEN AKTD181908984,703$81,4090.02%
354UBS GROUP AG SHSUBS2,624$81,1080.02%
355BXP INC COMBXP1,000$80,4600.02%
356SCHWAB U.S. LARGE-CAP VALUE ETF8085244091,000$80,3700.02%
357SMUCKER J M CO COM NEW832696405663$80,2890.02%
358PINTEREST INC CL APINS2,478$80,2130.02%
359EDISON INTL COM281020107918$79,9490.02%
360BUNGE GLOBAL SA COM SHSBG822$79,4380.02%
361CUMMINS INC COMCMI242$78,3570.02%
362WYNN RESORTS LTD COMWYNN794$76,1290.02%
363ISHARES MSCI EMERGING MARKETS ETF4642872341,660$76,1280.02%
364LULULEMON ATHLETICA INC COMLULU278$75,4350.02%
365TRANE TECHNOLOGIES PLC SHSTT192$74,6360.02%
366DUPONT DE NEMOURS INC COMDD828$73,7830.02%
367ALPS TRUST ETF ALERIAN MLP00162Q4521,545$72,8160.02%
368HERSHEY CO COMHSY378$72,4930.02%
369RESTAURANT BRANDS INTL INC COM76131D1031,000$72,1200.02%
370CBRE GROUP INC CL ACBRE578$71,9490.02%
371BARRICK GOLD CORP COM0679011083,586$71,3260.02%
372VERTEX PHARMACEUTICALS INC COMVRTX152$70,6920.02%
373HOST HOTELS & RESORTS INC COMHST4,002$70,4350.02%
374DEVON ENERGY CORP NEW COM25179M1031,787$69,9070.02%
375VALE S A SPONSORED ADSVALE5,983$69,8810.02%
376AON PLC SHS CL AAON201$69,5440.02%
377REGENERON PHARMACEUTICALS COMREGN66$69,3820.02%
378ROYAL GOLD INC COMRGLD486$68,1860.02%
379ISHARES SELECT DIVIDEND ETF464287168500$67,5350.02%
380MOLINA HEALTHCARE INC COMMOH196$67,5340.02%
381MARATHON OIL CORP COMMARA2,508$66,7880.02%
382AMERICAN TOWER CORP NEW COM03027X100287$66,7450.02%
383COPT DEFENSE PROPERTIES SHS BEN INTCDP2,200$66,7260.02%
384STELLANTIS N.V SHSSTLA4,709$65,4890.02%
385SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2095,146$64,9940.02%
386ISHARES MSCI BRAZIL INDEX FD ETF4642864002,200$64,8780.02%
387SPDR PORTFOLIO S&P 500 ETF78464A854958$64,6750.02%
388ISHARES US FINANCIAL SERVICES ETF464287770900$63,9180.02%
389ISHARES RUSSELL 1000 VALUE ETF464287598335$63,5830.02%
390AGCO CORP COMAGCO643$62,9240.02%
391KNIGHT-SWIFT TRANSN HLDGS INC CL A4990491041,160$62,5820.02%
392S&P GLOBAL INC COMSPGI120$61,9940.02%
393ENI S P A SPONSORED ADR26874R1082,031$61,5600.02%
394DOVER CORP COMDOV319$61,1650.02%
395COGENT COMMUNICATIONS HLDGS IN COM NEWCCOI798$60,5840.02%
396ULTA BEAUTY INC COMULTA153$59,5350.02%
397HOLOGIC INC COMHOLX726$59,1400.02%
398VALVOLINE INC COMVVV1,411$59,0500.02%
399HUMANA INC COMHUM186$58,9140.02%
400BLACKSTONE INC COMBX384$58,8020.02%
401ISHARES FLOATING RATE BOND ETF46429B6551,129$57,6240.02%
402AGNICO EAGLE MINES LTD COMAEM715$57,6000.02%
403CHURCH & DWIGHT CO INC COMCHD550$57,5960.02%
404FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS344419106582$57,4490.02%
405INTEL CORP COMINTC2,443$57,3140.02%
406FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E1083,143$56,8880.02%
407FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO8,859$56,2550.01%
408BORGWARNER INC COMBWA1,550$56,2500.01%
409ISHARES CORE DIVIDEND GROWTH ETF46434V621896$56,1700.01%
410ROSS STORES INC COMROST372$55,9900.01%
411BLOCK INC CL ABSQKZ830$55,7180.01%
412MEDTRONIC PLC SHSMDT608$54,7380.01%
413FORD MTR CO COM3453708605,159$54,4790.01%
414ILLINOIS TOOL WKS INC COM452308109207$54,2480.01%
415ISHARES MSCI TAIWAN ETF46434G7721,002$53,9780.01%
416US BANCORP DEL COM NEWUSB-PS1,170$53,5040.01%
417NXP SEMICONDUCTORS N V COMNXPI222$53,2820.01%
418NOV INC COMNOV3,314$52,9250.01%
419BRISTOL-MYERS SQUIBB CO COMCELG-RI1,011$52,3120.01%
420ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887375$52,3090.01%
421HALLIBURTON CO COMHAL1,785$51,8540.01%
422GENUINE PARTS CO COMGPC371$51,8210.01%
423ISHARES GLOBAL REIT ETF46434V6471,921$51,2710.01%
424LAM RESEARCH CORP COM NEWLRCX62$50,5970.01%
425DOLLAR TREE INC COMDLTR714$50,2080.01%
426SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6641,726$50,1750.01%
427VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF9220208051,008$49,7040.01%
428ALTRIA GROUP INC COMMO968$49,4070.01%
429BAXTER INTL INC COM0718131091,300$49,3610.01%
430PNC FINL SVCS GROUP INC COM693475105265$48,9850.01%
431MOHAWK INDS INC COM608190104300$48,2040.01%
432CHUBB LIMITED COMCB167$48,1610.01%
433UNITED STATES GASOLINE FUND LPUNTCW814$47,5620.01%
434GE VERNOVA INC COMGEV185$47,1710.01%
435PRUDENTIAL FINL INC COMPUKPF384$46,5080.01%
436VONTIER CORPORATION COMVNT1,378$46,4940.01%
437VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771984$46,4550.01%
438SPDR S&P REGIONAL BANKING ETF78464A698820$46,4120.01%
439NUTRIEN LTD COMNTR961$46,2350.01%
440TAKE-TWO INTERACTIVE SOFTWARE COMTTWO300$46,1130.01%
441AMERICAN WTR WKS CO INC NEW COM030420103310$45,3340.01%
442JPMORGAN ACTIVE VALUE ETF46641Q167707$45,2970.01%
443ISHARES S&P 500 GROWTH ETF464287309472$45,1940.01%
444SUN CMNTYS INC866674104332$44,8700.01%
445VANGUARD SHORT-TERM TREASURY ETF92206C102758$44,7370.01%
446BECTON DICKINSON & CO COMBDX185$44,6040.01%
447NATIONAL GRID PLC SPONSORED ADR NENMPWP629$43,8240.01%
448UNITED AIRLS HLDGS INC COMUNTCW768$43,8220.01%
449GENERAL MTRS CO COM37045V100966$43,3150.01%
450VANGUARD UTILITIES92204A876248$43,1640.01%
451ISHARES RUSSELL 1000 ETF464287622136$42,7570.01%
452VAIL RESORTS INC COMMTN244$42,5270.01%
453INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ2,000$42,2400.01%
454AGILENT TECHNOLOGIES INC COMA284$42,1680.01%
455RLJ LODGING TR COMRLJ-PA4,500$41,3100.01%
456INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ2,000$41,3000.01%
457LAMB WESTON HLDGS INC COMLW637$41,2390.01%
458MERCADOLIBRE INC COMMELI20$41,0390.01%
459ZIMMER BIOMET HOLDINGS INC COMZBH380$41,0210.01%
460SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3751,204$40,5870.01%
461AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086071,071$40,1870.01%
462SPDR S&P DIVIDEND ETF78464A763278$39,4870.01%
463SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,277$39,3950.01%
464INTERACTIVE BROKERS GROUP INC COM CL A45841N107280$39,0210.01%
465VANGUARD GROWTH ETF922908736101$38,7770.01%
466OVINTIV INC COMOVV1,000$38,3100.01%
467VANGUARD FINANCIALS ETF92204A405345$37,9190.01%
468VANGUARD INDUSTRIALS ETF92204A603144$37,4500.01%
469VANGUARD MATERIALS ETF92204A801177$37,4300.01%
470VANGUARD COMMUNICATION SERVICES ETF92204A884255$37,0740.01%
471PFIZER INC COMPFE1,269$36,7250.01%
472SHOPIFY INC CL ASHOP455$36,4640.01%
473BUILDERS FIRSTSOURCE INC COMBLDR188$36,4460.01%
474VANGUARD CONSUMER DISCRETIONARY ETF92204A108107$36,4310.01%
475CINCINNATI FINL CORP COM172062101267$36,3440.01%
476PROGRESSIVE CORP COM743315103143$36,2880.01%
477CDW CORP COMCDW160$36,2080.01%
478CHEMOURS CO COMCC1,780$36,1700.01%
479VANGUARD CONSUMER STAPLES ETF92204A207165$36,0490.01%
480ARCHER DANIELS MIDLAND CO COMADM599$35,7840.01%
481ISHARES RUSSELL TOP 200 GROWTH ETF464289438162$35,6480.01%
482MICROSTRATEGY INC CL A NEWSTRK210$35,4060.01%
483FORTIVE CORP COMFTV448$35,3610.01%
484ISHARES 20 YR TREASURY ETF464287432357$35,0220.01%
485VANGUARD TOTAL WORLD STOCK ETF922042742290$34,7130.01%
486INTERCONTINENTAL EXCHANGE INC COM45866F104215$34,5380.01%
487ISHARES U.S. BASIC MATERIALS ETF464287838230$34,5360.01%
488PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V4082,391$34,4540.01%
489VANGUARD HEALTH CARE ETF92204A504122$34,4280.01%
490SUNCOR ENERGY INC NEW COMSU931$34,3730.01%
491WILLIAMS COS INC COM969457100752$34,3290.01%
492WILLIAMS SONOMA INC COMWSM218$33,7730.01%
493ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF46434V878650$32,9810.01%
494FOX CORP CL A COMFOX767$32,4670.01%
495VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768500$32,3700.01%
496ENERGY TRANSFER L P COM UT LTD PTNET-PI2,000$32,1000.01%
497VANGUARD TAX-EXEMPT BOND ETF922907746610$31,1830.01%
498REALTY INCOME CORP COMO491$31,1390.01%
499CROWN CASTLE INC COMCCI262$31,0810.01%
500PRICE T ROWE GROUP INC COMTROW284$30,9360.01%