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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 Q1 2025 · Filed April 28, 2025 · Accession 0001812103-25-000003

Total Value
$398.8M
Positions
823
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805685,690$46.6M11.78%
2VANGUARD TOTAL STK MKT922908769150,537$41.4M10.45%
3JPMORGAN ULTRA-SHORT INCOME ETF46641Q837658,768$33.4M8.43%
4VANGUARD INTERMEDIATE-TERM BOND921937819402,513$30.8M7.79%
5VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870315,333$25.8M6.51%
6SCHWAB INTERNATIONAL EQUITY ETF808524805781,332$15.5M3.91%
7JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654208,159$10.6M2.67%
8SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889232,670$8.5M2.14%
9VANGUARD FTSE DEVELOPED MARKETS ETF921943858162,661$8.3M2.09%
10SCHWAB SHORT-TERM US TREASURY ETF808524862307,630$7.5M1.89%
11SCHWAB U.S. LARGE-CAP ETF808524201299,659$6.6M1.67%
12SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66364,445$5.9M1.49%
13ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V100104,210$5.2M1.32%
14VANGUARD HIGH DIVIDEND YIELD92194640639,043$5.0M1.27%
15SCHWAB U.S. BROAD MARKET ETF808524102196,920$4.2M1.07%
16SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474126,808$3.8M0.96%
17ISHARES CORE MSCI EMERGING MARKETS ETF46434G10370,413$3.8M0.96%
18ISHARES AMT-FREE MUNI BOND ETF46428841434,131$3.6M0.91%
19JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39929,061$2.9M0.74%
20MICROSOFTMSFT7,582$2.8M0.72%
21VANGUARD SHORT TERM CORP BOND FD ETF92206C40935,994$2.8M0.72%
22APPLE INCAAPL12,049$2.7M0.68%
23VANGUARD SHORT-TERM BOND ETF92193782732,044$2.5M0.63%
24SCHWAB 1-5 YEAR CORPORATE BOND ETF80852471497,456$2.4M0.61%
25NVIDIA CORPORATION COMNVDA21,604$2.3M0.59%
26SPDR ICE PREFERRED SECURITIES ETF78464A29261,823$2.0M0.51%
27JPMORGAN MUNICIPAL ETF46641Q64737,524$1.9M0.47%
28ALPHABET INC CAP STK CL CGOOG11,200$1.7M0.44%
29ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715014,059$1.7M0.43%
30EXXON MOBIL CORP COMXOM13,412$1.6M0.40%
31VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679420,170$1.5M0.38%
32SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40858,675$1.5M0.37%
33JPMORGAN CHASE & CO. COMVYLD5,941$1.5M0.37%
34ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815813,735$1.5M0.37%
35VANGUARD FTSE EMERGING MARKETS ETF92204285831,266$1.4M0.36%
36ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40730,033$1.3M0.32%
37JPMORGAN CORE PLUS BOND ETF46641Q67025,699$1.2M0.31%
38ISHARES ESG AWARE MSCI USA ETF46435G4259,326$1.1M0.29%
39SPDR PORTFOLIO EMERGING MARKETS ETF78463X50927,758$1.1M0.28%
40CONOCOPHILLIPS COMCOP9,967$1.0M0.26%
41ISHARES SHORT TREASURY BOND ETF4642886799,309$1.0M0.26%
42BROADCOM INC COMAVGO5,948$995,8740.25%
43BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,861$991,1310.25%
44ISHARES S&P U.S. PREFERRED STOCK ETF46428868731,833$978,2300.25%
45SPDR GOLD SHARESGLD3,240$933,5740.24%
46WALMART INC COMWMT10,547$925,9210.23%
47ISHARES SHORT DURATION BOND ACTIVE ETF46431W50718,019$916,6370.23%
48AMAZON COM INC COMAMZN4,770$907,5400.23%
49ISHARES MBS ETF4642885889,543$894,9430.23%
50ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882819,643$873,6020.22%
51VANGUARD LONG TERM CORP BOND FD ETF92206C81311,342$860,9710.22%
52ISHARES CMBS ETF46429B36617,655$847,4400.21%
53CHEVRON CORP NEW COMCVX4,699$786,0180.20%
54TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391004,647$771,4020.19%
55ABBVIE INC COMABBV3,439$720,5830.18%
56UNITEDHEALTH GROUP INC COMUNH1,366$715,6520.18%
57GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ3,951$684,4080.17%
58PIMCO ENHANCED SHORT MATURITY ETF72201R8336,738$677,9780.17%
59PHILLIPS 66 COMPSX5,475$676,0530.17%
60MCDONALDS CORP COMMCD2,163$675,6560.17%
61COSTCO WHSL CORP NEW COM22160K105699$661,1000.17%
62SHELL PLC SPON ADSRYDAF8,914$653,1950.17%
63ISHARES SILVER TRUSTSLV20,828$645,4600.16%
64META PLATFORMS INC CL AMETA1,091$628,8090.16%
65VALERO ENERGY CORP COMVLO4,588$605,9370.15%
66HOME DEPOT INC COMHD1,652$605,3680.15%
67AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF03210840914,818$604,1300.15%
68PROCTER AND GAMBLE CO COM7427181093,542$603,5880.15%
69ORACLE CORP COMORCL-PD4,107$574,2000.15%
70GOLDMAN SACHS GROUP INCGSCE1,024$559,4010.14%
71VISA INC COM CL AV1,566$548,8200.14%
72SCHWAB EMERGING MARKETS EQUITY ETF80852470619,436$535,8510.14%
73ELI LILLY & CO COMLLY642$530,2340.13%
74MARATHON PETE CORP COMMARA3,565$519,3850.13%
75INTERNATIONAL BUSINESS MACHS COMINTR2,011$500,1790.13%
76JOHNSON & JOHNSON COMJNJ2,989$495,6960.13%
77T-MOBILE US INC COMTMUSZ1,850$493,4140.12%
78MORGAN STANLEY COM NEWMS-PQ4,174$486,9810.12%
79LINDE PLC SHSLIN1,043$485,6630.12%
80ISHARES CORE MSCI EUROPE ETF46434V7388,001$481,2600.12%
81ISHARES MSCI EAFE GROWTH ETF4642888854,703$470,2750.12%
82THERMO FISHER SCIENTIFIC INC COMTMO937$466,4500.12%
83CATERPILLAR INC COMCAT1,412$465,6780.12%
84SOUTHERN CO COMSOMN4,994$459,1980.12%
85COCA COLA CO COMKO6,406$458,7730.12%
86ISHARES AGGREGATE BOND ETF4642872264,631$458,0990.12%
87SCHWAB US DIVIDEND EQUITY ETF80852479715,141$423,3420.11%
88SCHWAB CHARLES CORP COMSCHW-PJ5,403$422,9470.11%
89CISCO SYS INC COMCSCO6,839$422,0100.11%
90LOCKHEED MARTIN CORP COMLMT917$409,6330.10%
91NETFLIX INC COMNFLX439$409,3810.10%
92ONEOK INC NEW COMOKE4,119$408,6870.10%
93BANK AMERICA CORP COM0605051049,740$406,4500.10%
94RTX CORPORATION COMRTX2,834$375,3920.09%
95NASDAQ INC COMNDAQ4,888$370,8040.09%
96ALPHABET INC CAP STK CL AGOOG2,393$370,0540.09%
97EOG RES INC COMEOG2,884$369,8440.09%
98MARRIOTT INTL INC NEW CL A5719032021,529$364,2080.09%
99ISHARES CORE MSCI EAFE ETF46432F8424,805$363,4980.09%
100SAP SE SPON ADRSAPGF1,334$358,0990.09%
101INVESCO QQQ TRUST SERIES IIVZ763$357,7860.09%
102TESLA INC COMTSLA1,364$353,4940.09%
103VANGUARD S&P 500 ETF922908363671$344,8340.09%
104ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF4642865179,114$341,4250.09%
105TRACTOR SUPPLY CO COMTSCO6,145$338,5900.09%
106VERIZON COMMUNICATIONSVZ7,441$337,5040.09%
107LOWES COS INC COM5486611071,437$335,1520.08%
108ISHARES U.S. ENERGY ETF4642877966,769$333,7120.08%
109ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,539$331,4630.08%
110MERCK & CO INCMRK3,684$330,6760.08%
111TOYOTA MOTOR CORP ADSTOYOF1,868$329,7580.08%
112STARBUCKS CORP COMSBUX3,347$328,3380.08%
113DUKE ENERGY CORP NEW COM NEWDUKB2,682$327,1150.08%
114AMERICAN EXPRESS CO COMAXP1,214$326,6270.08%
115BP PLC SPONSORED ADRBPPFF9,625$325,2210.08%
116KINDER MORGAN INC DEL COMEP-PC11,244$320,7910.08%
117UNION PAC CORP COMUNP1,338$316,0420.08%
118HCA HEALTHCARE INC COMHCA914$315,8330.08%
119INTUIT COMINTU513$314,9770.08%
120ICICI BANK LIMITED ADRIBN9,958$313,8760.08%
121BAKER HUGHES COMPANY CL ABKR7,141$313,8470.08%
122SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7396,552$311,8750.08%
123ISHARES GOLD TRUSTIAU5,250$309,5400.08%
124AMGEN INC COMAMGN989$308,1230.08%
125VANGUARD INFORMATION TECHNOLOGY ETF92204A702564$305,9020.08%
126CHIPOTLE MEXICAN GRILL INC COMCMG6,057$304,1220.08%
127ISHARES GLOBAL TECH ETF4642872913,993$302,4600.08%
128TJX COS INC NEW COM8725401092,482$302,3080.08%
129FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928081,862$300,2850.08%
130SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3759,010$299,4920.08%
131SEMPRA COMSREA4,123$294,2170.07%
132BLACKROCK INC COMBLK310$293,4090.07%
133FIDELITY MSCI ENERGY INDEX ETF31609240211,394$291,1170.07%
134CITIGROUP INCC-PR4,025$285,7350.07%
135ENERGY SELECT SECTOR SPDR FUND81369Y5063,048$284,8670.07%
136LAMAR ADVERTISING CO NEW CL ALAMR2,492$283,5400.07%
137WASTE MGMT INC DEL COM94106L1091,212$280,5900.07%
138EATON CORP PLC SHSETN1,030$279,9850.07%
139ISHARES MSCI INTL VALUE FACTOR ETF46435G4099,224$279,5790.07%
140GE AEROSPACE COM NEW3696043011,397$279,5170.07%
141NUCOR CORP COMNUE2,313$278,3460.07%
142CAPITAL ONE FINL CORP COM14040H1051,546$277,1980.07%
143PHILIP MORRIS INTL INC COM7181721091,744$276,8250.07%
144TENET HEALTHCARE CORP COM NEWTHC2,000$269,0000.07%
145NOVO-NORDISK A S ADRNONOF3,812$264,7050.07%
146AMERICAN ELEC PWR CO INC COM0255371012,355$257,3310.07%
147ISHARES MSCI USA VALUE FACTOR ETF46432F3882,399$255,8530.06%
148QUALCOMM INC COMQCOM1,662$255,3000.06%
149TEXAS INSTRS INC COM8825081041,420$255,1740.06%
150ISHARES CORE S&P SMALL CAP ETF4642878042,410$252,0140.06%
151HONEYWELL INTL INC COM4385161061,185$250,9240.06%
152ISHARES S&P 500 INDEX464287200445$250,0460.06%
153THE CIGNA GROUP COM125523100759$249,7110.06%
154BOX INC CL ABXCAP8,073$249,1330.06%
155GILEAD SCIENCES INC COMGILD2,218$248,5800.06%
156CARDINAL HEALTH INC COMCAH1,802$248,2620.06%
157AFLAC INC COMAFL2,223$247,1750.06%
158TECHNOLOGY SELECT SECTOR SPDR81369Y8031,184$244,4720.06%
159OREILLY AUTOMOTIVE INC COM67103H107170$243,5390.06%
160SONY GROUP CORP SPONSORED ADRSNEJF9,323$236,7110.06%
161UNILEVER PLC SPON ADR NEWUNLYF3,972$236,5330.06%
162TOTALENERGIES SE SPONSORED ADSTTE3,639$235,4070.06%
163ASML HOLDING N V N Y REGISTRY SHSASMLF354$234,5710.06%
164ABBOTT LABS COMABLZF1,762$233,7290.06%
165SPDR PORTFOLIO AGGREGATE BOND ETF78464A6499,076$231,8090.06%
166ISHARES SEMICONDUCTOR ETF4642875231,231$231,6370.06%
167OMNICOM GROUP INC COMOMC2,786$230,9870.06%
168NEXTERA ENERGY INC COMNEE-PW3,256$230,8180.06%
169VANGUARD ENERGY ETF92204A3061,779$230,7540.06%
170GENERAL MLS INC COM3703341043,828$228,8760.06%
171FEDEX CORP COMFDX938$228,6660.06%
172STRYKER CORPORATION COMSYK595$221,4890.06%
173EMERSON ELEC CO COMEMR2,017$221,1440.06%
174AUTOZONE INC COMAZO58$221,1410.06%
175TARGET CORP COMTGT2,109$220,0740.06%
176PAYCHEX INC COMPAYX1,406$216,9180.05%
177KROGER CO COMKR3,198$216,4730.05%
178NORTHROP GRUMMAN CORP COMNOC418$214,0200.05%
179CSX CORP COMCSX7,248$213,3090.05%
180ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,241$212,0740.05%
181AT&T INC COMT-PC7,456$210,8670.05%
182PUBLIC SVC ENTERPRISE GRP INC COM7445731062,562$210,8320.05%
183FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3160922042,434$205,6970.05%
184ADVANCED MICRO DEVICES INC COMAMD2,000$205,4800.05%
185KIMBERLY-CLARK CORP COMKMB1,436$204,2280.05%
186FIDELITY MSCI FINANCIALS INDEX ETF3160925012,928$203,5550.05%
187DANAHER CORPORATION COM235851102975$199,8750.05%
188PROLOGIS INC. COMPLDGP1,786$199,6570.05%
189FIDELITY MSCI INDUSTRIAL INDEX ETF3160927092,886$197,6040.05%
190LOGITECH INTL S A SHSH504302322,339$197,4350.05%
191ISHARES BITCOIN TRUST ETFIBIT4,191$196,1810.05%
192ACCENTURE PLC IRELAND SHS CLASS AACN626$195,3370.05%
193WELLS FARGO CO NEW COM9497461012,694$193,4020.05%
194WISDOMTREE TR INDIA EARNINGS FDWT4,345$189,9200.05%
195BOSTON SCIENTIFIC CORP COMBSX1,863$187,9390.05%
196CONSOLIDATED EDISON INC COMED1,688$186,6760.05%
197COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,930$186,1490.05%
198GENERAL DYNAMICS CORP COMGD676$184,2640.05%
199POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ9,101$183,5670.05%
200XCEL ENERGY INC COMXELLL2,586$183,0630.05%
201SOUTHERN COPPER CORP COMSCCO1,955$182,7140.05%
202MONDELEZ INTL INC CL A6092071052,689$182,4490.05%
203PEPSICO INC COMPEP1,199$179,7780.05%
204ISHARES CORE S&P MID CAP ETF4642875073,010$175,6340.04%
205FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF3160928733,110$174,9690.04%
206FIDELITY MSCI MATERIALS INDEX ETF3160928813,572$172,5990.04%
207CME GROUP INC COMCME640$169,7860.04%
208CORTEVA INC COMCTVA2,698$169,7850.04%
209ISHARES MSCI EAFE VALUE INDEX ETF4642888772,879$169,6880.04%
210SHERWIN WILLIAMS CO COMSHW483$168,6590.04%
211VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427752,775$168,3320.04%
212HILTON WORLDWIDE HLDGS INC COMHLT738$167,9320.04%
213JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF46641Q8783,601$165,8260.04%
214BANK NEW YORK MELLON CORP COM0640581001,973$165,4760.04%
215COLGATE PALMOLIVE CO COMCL1,730$162,1010.04%
216LENNAR CORP CL ALEN-B1,412$162,0690.04%
217ELECTRONIC ARTS INC COMEA1,121$162,0650.04%
218NETEASE INC SPONSORED ADSNETTF1,572$161,7900.04%
219ISHARES RUSSELL 2000 ETF464287655807$160,9880.04%
220PALO ALTO NETWORKS INC COMPANW942$160,7430.04%
221ATMOS ENERGY CORP COMATO1,039$160,6090.04%
222MASTERCARD INCORPORATED CL AMA292$160,0510.04%
223FIDELITY WISE ORIGIN BITCOIN FUNDFBTC2,219$159,7010.04%
224DELL TECHNOLOGIES INC CL CDELL1,752$159,6950.04%
225OCCIDENTAL PETE CORP COM6745991053,234$159,6300.04%
226INTUITIVE SURGICAL INC COM NEWISRG321$158,9820.04%
227JPMORGAN HIGH YIELD MUNICIPAL ETF46654Q7993,131$158,1000.04%
228PARKER-HANNIFIN CORP COMPH260$158,0410.04%
229COMCAST CORP NEW CL ACCZ4,252$156,9070.04%
230ARAMARK COMARMK4,535$156,5480.04%
231BOEING CO COMBA-PA917$156,3940.04%
232ISHARES EXPANDED TECH SECTOR ETF4642875491,722$156,1340.04%
233DOMINION ENERGY INC COMD2,749$154,1490.04%
234FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302690$153,2840.04%
235FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923032,986$152,6740.04%
236FIDELITY MSCI HEALTH CARE INDEX ETF3160926002,208$150,8510.04%
237MARSH & MCLENNAN COS INC COM571748102611$149,1020.04%
238AUTOMATIC DATA PROCESSING INC COMADP488$149,0990.04%
239ISHARES MSCI EAFE ETF4642874651,817$148,5030.04%
240DEERE & CO COMDE316$148,3150.04%
241INFOSYS LTD SPONSORED ADRINFY8,089$147,6240.04%
242NOVARTIS AG SPONSORED ADRNVSEF1,307$145,7040.04%
243ISHARES U.S. MEDICAL DEVICES ETF4642888102,411$145,1180.04%
244IRON MTN INC DEL COM46284V1011,680$144,5470.04%
245VULCAN MATLS CO COM929160109610$142,3130.04%
246WABTEC COM929740108780$141,4530.04%
247FIRST INDL RLTY TR INC COM32054K1032,611$140,8900.04%
248HSBC HLDGS PLC SPON ADR NEWHBCYF2,446$140,4740.04%
249SCHLUMBERGER LTD COM STKSLB3,356$140,2810.04%
250DARDEN RESTAURANTS INC COMDRI674$140,0300.04%
251SOFI TECHNOLOGIES INC COMSOFI12,026$139,8620.04%
252SYSCO CORP COMSYY1,860$139,5740.04%
253ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARCXF4,800$138,4800.03%
254EQT CORP COMEQT2,558$136,6740.03%
255KKR & CO INC COMKKRT1,172$135,4950.03%
256ISHARES S&P MID-CAP 400 VALUE ETF4642877051,131$135,4150.03%
257WELLTOWER INC COMWELL883$135,2840.03%
258KRAFT HEINZ CO COMKHC4,440$135,1090.03%
259APA CORPORATION COMAPA6,397$134,4650.03%
260HESS CORP COMHESM838$133,8540.03%
261SL GREEN RLTY CORP COM78440X8872,313$133,4600.03%
262WATERS CORP COM941848103360$132,6850.03%
263PACCAR INC COMPCAR1,355$131,9360.03%
264ISHARES U.S. TREASURY BOND ETF46429B2675,702$131,0600.03%
265DISNEY WALT CO COM2546871061,314$129,6580.03%
266ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,554$129,4170.03%
267CONSTELLATION ENERGY CORP COMCEG637$128,4380.03%
268SIMON PPTY GROUP INC NEW COM828806109769$127,7160.03%
269GRAINGER W W INC COM384802104128$126,4420.03%
270CONSTELLATION BRANDS INC CL ASTZ680$124,7940.03%
271ISHARES MSCI CANADA INDEX4642865093,023$123,1870.03%
272ALCON AG ORD SHSALC1,294$121,8970.03%
273MOTOROLA SOLUTIONS INC COM NEWMSI275$120,3980.03%
274FIFTH THIRD BANCORP COMFITBM3,051$119,5990.03%
275ALLSTATE CORP COMALL-PJ577$119,4790.03%
276SPDR GOLD MINISHARES TRUSTGLDW1,913$118,3960.03%
277DIAMONDBACK ENERGY INC COMFANG740$118,3110.03%
278MID-AMER APT CMNTYS INC COM59522J103700$117,3060.03%
279FREEPORT-MCMORAN INC CL BFCX3,092$117,0630.03%
280FIDELITY FUNDAMENTAL LARGE CAP CORE ETF3160923602,677$116,4500.03%
281HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF4,287$116,3060.03%
282WARNER MUSIC GROUP CORP COM CL AWMG3,705$116,1520.03%
283ISHARES CORE HIGH DIVIDEND ETF46429B663948$114,8220.03%
284MCKESSON CORP COMMCK169$113,7350.03%
285PUBLIC STORAGE OPER CO COMPSA-PS380$113,7300.03%
286MURPHY OIL CORP COMMUR4,000$113,6000.03%
287CANADIAN NATL RY CO COM1363751021,165$113,5410.03%
288EXELON CORP COMEXC2,457$113,2190.03%
289AIR PRODS & CHEMS INC COMAIIR382$112,6590.03%
290ECOLAB INC COMECL444$112,5630.03%
291KELLANOVA COMBEKE1,362$112,3510.03%
292DEUTSCHE BANK A G NAMEN AKTD181908984,703$112,0720.03%
293GALLAGHER ARTHUR J & CO COM363576109324$111,8580.03%
294MICRON TECHNOLOGY INC COMMU1,287$111,8270.03%
295ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872421,026$111,5160.03%
2963M CO COMMMM758$111,3200.03%
297ZILLOW GROUP INC CL C CAP STKZ1,617$110,8620.03%
298ANALOG DEVICES INC COMADI549$110,7170.03%
299SPDR S&P 500 ETF TRUSTSPY195$109,0810.03%
300ISHARES INC MSCI AUSTRALIA INDEX FD4642861034,651$109,0190.03%
301ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF4642885131,379$108,7890.03%
302GARMIN LTD SHSGRMN500$108,5650.03%
303HUNTINGTON INGALLS INDS INC COM446413106525$107,1210.03%
304PACKAGING CORP AMER COM695156109536$106,1390.03%
305CHUBB LIMITED COMCB351$105,9980.03%
306ALCOA CORP COMAA3,452$105,2860.03%
307NORFOLK SOUTHN CORP COM655844108442$104,6880.03%
308ISHARES GLOBAL ENERGY ETF4642873412,452$103,1560.03%
309ISHARES MSCI JAPAN ETF46434G8221,500$102,8400.03%
310CHARTER COMMUNICATIONS INC NEW CL A16119P108276$101,7140.03%
311BOOKING HOLDINGS INC COMBKNG22$101,3520.03%
312BHP GROUP LTD SPONSORED ADSBHPLF2,082$101,0600.03%
313GE VERNOVA INC COMGEV330$100,7420.03%
314SANOFI SPONSORED ADRSNYNF1,812$100,4940.03%
315BRISTOL-MYERS SQUIBB CO COMCELG-RI1,646$100,3930.03%
316RYANAIR HOLDINGS PLC SPONSORED ADRRYAOF2,350$99,5700.03%
317ROYAL BK CDA COM780087102882$99,4190.03%
318ADOBE INC COMADBE259$99,3340.03%
319ISHARES RUSSELL TOP 200 GROWTH ETF464289438468$98,7200.02%
320MICROSTRATEGY INC CL A NEWSTRK341$98,3000.02%
321DELTA AIR LINES INC DEL COM NEWDAL2,251$98,1440.02%
322INVESCO LARGE CAP GROWTH ETFIVZ1,012$97,1920.02%
323UNITED PARCEL SERVICE INC CL BUPS883$97,1210.02%
324RELIANCE INC COMRS331$95,5760.02%
325BROOKFIELD CORP CL A LTD VT SH11271J1071,804$94,4610.02%
326TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242096,108$93,8800.02%
327VANGUARD REIT INDEX ETF9229085531,030$93,2560.02%
328ENBRIDGE INC COMENNPF2,104$93,1430.02%
329SCHWAB 5-10 YEAR CORPORATE BOND ETF8085246984,131$92,7820.02%
330MEDTRONIC PLC SHSMDT1,025$92,1070.02%
331BEST BUY INC COMBBY1,243$91,4970.02%
332ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7641,655$91,1740.02%
333JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF46641Q2411,977$91,1590.02%
334DROPBOX INC CL ADBX3,400$90,8140.02%
335ASTRAZENECA PLC SPONSORED ADRAZN1,228$90,2580.02%
336WD 40 CO COMWDFC369$90,0360.02%
337SALESFORCE INC COMCRM333$89,3640.02%
338YUM BRANDS INC COMYUM567$89,2230.02%
339BOISE CASCADE CO DEL COMBCC904$88,6730.02%
340FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG537$86,0440.02%
341DAVITA INC COMDVA558$85,3570.02%
342CANADIAN PACIFIC KANSAS CITY COMCP1,187$83,3090.02%
343TORONTO DOMINION BK ONT COM NEWTORO1,371$82,1500.02%
344ISHARES RUSSELL 1000 GROWTH ETF464287614226$81,6060.02%
345ISHARES ESG AWARE MSCI EM ETF46434G8632,330$81,4340.02%
346UBS GROUP AG SHSUBS2,624$80,3730.02%
347ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,301$80,0900.02%
348SCHWAB U.S. LARGE-CAP VALUE ETF8085244093,000$79,7400.02%
349ALTRIA GROUP INC COMMO1,326$79,5870.02%
350ROYAL GOLD INC COMRGLD486$79,4660.02%
351AON PLC SHS CL AAON199$79,4190.02%
352LULULEMON ATHLETICA INC COMLULU279$78,9740.02%
353AGNICO EAGLE MINES LTD COMAEM715$77,5130.02%
354REALTY INCOME CORP COMO1,329$77,0950.02%
355PINTEREST INC CL APINS2,478$76,8180.02%
356CUMMINS INC COMCMI242$75,8520.02%
357PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B680940$75,8110.02%
358CBRE GROUP INC CL ACBRE578$75,5910.02%
359ALPS TRUST ETF ALERIAN MLP00162Q4521,441$74,8460.02%
360FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS344419106758$73,9660.02%
361VERTEX PHARMACEUTICALS INC COMVRTX152$73,6930.02%
362TYSON FOODS INC CL ATSN1,143$72,9350.02%
363GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC895$72,2380.02%
364MAIN SECTOR ROTATION ETFNTRSO1,388$70,8710.02%
365ALBEMARLE CORP COMALB-PA983$70,7960.02%
366ISHARES US FINANCIAL SERVICES ETF464287770900$70,6950.02%
367DOW INC COMDOW2,021$70,5730.02%
368ISHARES MSCI EMERGING MARKETS ETF4642872341,608$70,2700.02%
369MOLINA HEALTHCARE INC COMMOH213$70,1600.02%
370PPG INDS INC COM693506107636$69,5470.02%
371DUPONT DE NEMOURS INC COMDD917$68,4820.02%
372S&P GLOBAL INC COMSPGI134$68,0850.02%
373ROSS STORES INC COMROST526$67,2180.02%
374BXP INC COMBXP1,000$67,1900.02%
375ISHARES SELECT DIVIDEND ETF464287168500$67,1450.02%
376RESTAURANT BRANDS INTL INC COM76131D1031,000$66,6400.02%
377WYNN RESORTS LTD COMWYNN794$66,2990.02%
378NIKE INC CL BNKE1,035$65,7020.02%
379PNC FINL SVCS GROUP INC COM693475105373$65,5620.02%
380BLACKSTONE INC COMBX469$65,5570.02%
381AMERICAN WTR WKS CO INC NEW COM030420103441$65,0560.02%
382TRANE TECHNOLOGIES PLC SHSTT192$64,6890.02%
383L3HARRIS TECHNOLOGIES INC COMLHX309$64,6770.02%
384CONAGRA BRANDS INC COMCAG2,383$63,5550.02%
385WILLIAMS COS INC COM9694571001,060$63,3460.02%
386AGILENT TECHNOLOGIES INC COMA541$63,2860.02%
387SPDR PORTFOLIO S&P 500 ETF78464A854958$62,9980.02%
388FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO8,859$62,4560.02%
389WILLIAMS SONOMA INC COMWSM395$62,4500.02%
390TAKE-TWO INTERACTIVE SOFTWARE COMTTWO300$62,1750.02%
391GSK PLC SPONSORED ADRGLAXF1,565$60,6280.02%
392CHURCH & DWIGHT CO INC COMCHD550$60,5500.02%
393COPT DEFENSE PROPERTIES SHS BEN INTCDP2,200$59,9940.02%
394ARES CAPITAL CORP COMARCC2,704$59,9210.02%
395ISHARES S&P 500 VALUE ETF464287408313$59,6520.02%
396WEYERHAEUSER CO MTN BE COM NEWWY2,031$59,4680.02%
397SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2093,827$59,1650.01%
398BUNGE GLOBAL SA COM SHSBG766$58,5380.01%
399CACI INTL INC CL A127190304159$58,3400.01%
400ENI S P A SPONSORED ADR26874R1081,871$57,8700.01%
401SHOPIFY INC CL A SUB VTG SHSSHOP601$57,3830.01%
402ISHARES RUSSELL 1000 VALUE ETF464287598304$57,2010.01%
403HOST HOTELS & RESORTS INC COMHST4,002$56,8680.01%
404ENERGY TRANSFER L P COM UT LTD PTNET-PI3,050$56,7000.01%
405UNITED AIRLS HLDGS INC COMUNTCW819$56,5520.01%
406ZOETIS INC CL AZTS343$56,4090.01%
407DOVER CORP COMDOV319$56,0420.01%
408CAPITAL GROUP MUNICIPAL INCOME ETF14020Y2012,082$55,8390.01%
409ULTA BEAUTY INC COMULTA152$55,7140.01%
410ISHARES CORE DIVIDEND GROWTH ETF46434V621896$55,3550.01%
411FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E1083,143$55,2850.01%
412LAM RESEARCH CORP COM NEWLRCX749$54,4520.01%
413EDISON INTL COM281020107918$54,0890.01%
414US BANCORP DEL COM NEWUSB-PS1,279$53,9990.01%
415TARGA RES CORP COMTRGP269$53,9260.01%
416JANUS HENDERSON AAA CLO ETF47103U8451,062$53,8540.01%
417RESMED INC COMRSMDF238$53,2760.01%
418UNITED STATES GASOLINE FUND LPUNTCW814$52,2990.01%
419ISHARES CORE DIVIDEND ETF46435U8611,066$51,7220.01%
420PFIZER INC COMPFE2,029$51,4150.01%
421HERSHEY CO COMHSY300$51,3090.01%
422INTERACTIVE BROKERS GROUP INC COM CL A45841N107306$50,6710.01%
423KNIGHT-SWIFT TRANSN HLDGS INC CL A4990491041,160$50,4480.01%
424BLOCK INC CL ABSQKZ925$50,2550.01%
425VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7711,075$49,7830.01%
426WARNER BROS DISCOVERY INC COM SER AWBD4,578$49,1220.01%
427VALVOLINE INC COMVVV1,411$49,1170.01%
428COGENT COMMUNICATIONS HLDGS IN COM NEWCCOI798$48,9250.01%
429BECTON DICKINSON & CO COMBDX207$47,4150.01%
430NUTRIEN LTD COMNTR952$47,2460.01%
431ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887375$46,6880.01%
432SPDR S&P REGIONAL BANKING ETF78464A698820$46,6170.01%
433ISHARES GLOBAL REIT ETF46434V6471,921$46,6030.01%
434AGCO CORP COMAGCO500$46,2850.01%
435SPDR PORTFOLIO LONG TERM TREASURY ETF78464A6641,684$45,9060.01%
436APPLIED MATLS INC COM038222105316$45,8580.01%
437GENERAL MTRS CO COM37045V100966$45,4310.01%
438VONTIER CORPORATION COMVNT1,378$45,2670.01%
439HOLOGIC INC COMHOLX726$44,8450.01%
440VANECK MORNINGSTAR WIDE MOAT ETF92189F643508$44,7040.01%
441VANGUARD SHORT-TERM TREASURY ETF92206C102758$44,4870.01%
442ALPS O'SHARES US SMALL-CAP QUALITY DIVIDEND ETF00162Q3951,050$44,1210.01%
443PPL CORP COMPPLC1,216$43,9100.01%
444SMUCKER J M CO COM NEW832696405370$43,8120.01%
445FOX CORP CL A COMFOX767$43,4120.01%
446PRUDENTIAL FINL INC COMPUKPF384$42,8910.01%
447SUN CMNTYS INC866674104333$42,8370.01%
448OVINTIV INC COMOVV1,000$42,8000.01%
449VANGUARD UTILITIES92204A876248$42,3610.01%
450NXP SEMICONDUCTORS N V COMNXPI222$42,1930.01%
451INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ2,000$41,3600.01%
452VANGUARD FINANCIALS ETF92204A405345$41,2170.01%
453ISHARES MSCI TAIWAN ETF46434G772863$40,9750.01%
454ISHARES FLOATING RATE BOND ETF46429B655800$40,8400.01%
455MCCORMICK & CO INC COM NON VTGMKC-V493$40,5790.01%
456EBAY INC. COMEBAY598$40,5030.01%
457HEALTH CARE SELECT SECTOR SPDR FUND81369Y209277$40,4450.01%
458ILLINOIS TOOL WKS INC COM452308109161$39,9300.01%
459AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086071,071$39,5010.01%
460CINCINNATI FINL CORP COM172062101267$39,4410.01%
461SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,277$39,3570.01%
462VAIL RESORTS INC COMMTN244$39,0450.01%
463MERCADOLIBRE INC COMMELI20$39,0170.01%
464SEA LTD SPONSORD ADSSE298$38,8860.01%
465REGENERON PHARMACEUTICALS COMREGN60$38,0540.01%
466VANGUARD COMMUNICATION SERVICES ETF92204A884255$37,8390.01%
467MOHAWK INDS INC COM608190104331$37,7940.01%
468SPDR S&P DIVIDEND ETF78464A763278$37,7190.01%
469VANGUARD GROWTH ETF922908736101$37,4530.01%
470AVALONBAY CMNTYS INC COMAWX174$37,3440.01%
471PALANTIR TECHNOLOGIES INC CL APLTR436$36,7980.01%
472VANGUARD CONSUMER STAPLES ETF92204A207165$36,1050.01%
473SUNCOR ENERGY INC NEW COMSU931$36,0480.01%
474VANGUARD INDUSTRIALS ETF92204A603144$35,6470.01%
475ROBLOX CORP CL ARBLX606$35,3240.01%
476VANGUARD CONSUMER DISCRETIONARY ETF92204A108107$34,8300.01%
477FORD MTR CO COM3453708603,471$34,8140.01%
478CORNING INC COMGLW747$34,1980.01%
479SCHWAB INTERMEDIATE-TERM US TREASURY ETF8085248541,373$34,1330.01%
480FINANCIAL SELECT SECTOR SPDR FUND81369Y605685$34,1200.01%
481VANGUARD MATERIALS ETF92204A801177$33,4190.01%
482FORTIVE CORP COMFTV448$32,7850.01%
483VANGUARD HEALTH CARE ETF92204A504122$32,2970.01%
484PROGRESSIVE CORP COM743315103114$32,2630.01%
485VANGUARD TOTAL WORLD STOCK ETF922042742278$32,2340.01%
486INTERPUBLIC GROUP COS INC COMINTR1,183$32,1300.01%
487TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF2,104$31,2800.01%
488VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768500$31,0500.01%
489ISHARES U.S. BASIC MATERIALS ETF464287838230$31,0040.01%
490WASTE CONNECTIONS INC COMWCN150$29,2790.01%
491FACTSET RESH SYS INC COM30307510564$28,9470.01%
492ENTERPRISE PRODS PARTNERS L P COM293792107836$28,5410.01%
493LYONDELLBASELL INDUSTRIES N V SHS - A -LYB405$28,5120.01%
494NEWMARKET CORP COMNEU50$28,3230.01%
495ISHARES MORNINGSTAR MID-CAP GROWTH ETF464288307395$28,2150.01%
496JPMORGAN ACTIVE VALUE ETF46641Q167440$27,9580.01%
497TRUIST FINL CORP COM89832Q109668$27,4710.01%
498WEC ENERGY GROUP INC COMWEC252$27,4630.01%
499PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V4081,908$27,3610.01%
500PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R775295$27,2790.01%