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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 2025 · Filed July 28, 2025 · Accession 0001812103-25-000004

Total Value
$430.0M
Positions
833
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805783,651$58.7M13.77%
2VANGUARD TOTAL STK MKT922908769156,264$47.5M11.14%
3JPMORGAN ULTRA-SHORT INCOME ETF46641Q837605,364$30.7M7.20%
4VANGUARD INTERMEDIATE-TERM BOND921937819375,078$29.0M6.80%
5VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870313,298$26.0M6.09%
6SCHWAB INTERNATIONAL EQUITY ETF808524805838,597$18.5M4.35%
7JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654220,644$11.2M2.64%
8SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889244,609$9.9M2.32%
9VANGUARD FTSE DEVELOPED MARKETS ETF921943858159,031$9.1M2.13%
10JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39964,336$7.2M1.69%
11SCHWAB U.S. LARGE-CAP ETF808524201290,332$7.1M1.66%
12SCHWAB SHORT-TERM US TREASURY ETF808524862242,658$5.9M1.39%
13VANGUARD HIGH DIVIDEND YIELD92194640639,605$5.3M1.24%
14ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V10093,515$4.7M1.11%
15SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66348,875$4.5M1.05%
16ISHARES CORE MSCI EMERGING MARKETS ETF46434G10371,114$4.3M1.00%
17SCHWAB U.S. BROAD MARKET ETF808524102157,823$3.8M0.88%
18MICROSOFTMSFT7,243$3.6M0.85%
19SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474118,228$3.6M0.84%
20NVIDIA CORPORATION COMNVDA21,635$3.4M0.80%
21JPMORGAN MUNICIPAL ETF46641Q64765,502$3.3M0.76%
22ISHARES AMT-FREE MUNI BOND ETF46428841427,331$2.9M0.67%
23APPLE INCAAPL11,889$2.4M0.57%
24VANGUARD SHORT TERM CORP BOND FD ETF92206C40925,840$2.1M0.48%
25ALPHABET INC CAP STK CL CGOOG11,426$2.0M0.48%
26SCHWAB 1-5 YEAR CORPORATE BOND ETF80852471481,616$2.0M0.47%
27VANGUARD SHORT-TERM BOND ETF92193782725,299$2.0M0.47%
28SPDR ICE PREFERRED SECURITIES ETF78464A29259,989$1.9M0.45%
29ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715013,153$1.8M0.42%
30JPMORGAN CHASE & CO. COMVYLD5,714$1.7M0.39%
31VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679420,552$1.6M0.39%
32BROADCOM INC COMAVGO5,497$1.5M0.36%
33VANGUARD FTSE EMERGING MARKETS ETF92204285829,771$1.5M0.35%
34SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40857,111$1.5M0.34%
35ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40731,868$1.4M0.32%
36EXXON MOBIL CORP COMXOM12,630$1.4M0.32%
37SPDR PORTFOLIO EMERGING MARKETS ETF78463X50929,545$1.3M0.30%
38ISHARES ESG AWARE MSCI USA ETF46435G4259,326$1.3M0.30%
39JPMORGAN CORE PLUS BOND ETF46641Q67025,002$1.2M0.28%
40TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391004,982$1.1M0.26%
41AMAZON COM INC COMAMZN4,931$1.1M0.25%
42WALMART INC COMWMT10,581$1.0M0.24%
43ISHARES SHORT TREASURY BOND ETF4642886799,119$1.0M0.24%
44ISHARES S&P U.S. PREFERRED STOCK ETF46428868731,222$957,8930.22%
45ISHARES SHORT-TERM NATIONAL MUNI BOND ETF4642881588,932$949,8290.22%
46BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,889$917,6200.22%
47META PLATFORMS INC CL AMETA1,223$902,6840.21%
48CONOCOPHILLIPS COMCOP9,665$867,3370.20%
49ISHARES SHORT DURATION BOND ACTIVE ETF46431W50716,523$844,3360.20%
50SPDR GOLD SHARESGLD2,763$842,2450.20%
51ORACLE CORP COMORCL-PD3,768$823,7980.19%
52ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882818,861$820,7490.19%
53ISHARES MBS ETF4642885888,568$804,4500.19%
54VANGUARD LONG TERM CORP BOND FD ETF92206C81310,565$801,8840.19%
55SCHWAB 5-10 YEAR CORPORATE BOND ETF80852469834,909$794,5290.19%
56ISHARES CMBS ETF46429B36616,084$783,6120.18%
57CHEVRON CORP NEW COMCVX5,273$754,9740.18%
58ABBVIE INC COMABBV3,889$721,9150.17%
59GOLDMAN SACHS GROUP INCGSCE1,005$711,2890.17%
60AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF03210840916,329$694,7990.16%
61ISHARES SILVER TRUSTSLV20,828$683,3670.16%
62COSTCO WHSL CORP NEW COM22160K105686$679,0990.16%
63VALERO ENERGY CORP COMVLO4,730$635,8070.15%
64SHELL PLC SPON ADSRYDAF9,026$635,4990.15%
65HOME DEPOT INC COMHD1,726$632,7470.15%
66MARATHON PETE CORP COMMARA3,769$626,0690.15%
67GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ3,424$622,2530.15%
68MCDONALDS CORP COMMCD2,111$616,7710.14%
69CATERPILLAR INC COMCAT1,551$602,1140.14%
70PHILLIPS 66 COMPSX5,047$602,1070.14%
71NETFLIX INC COMNFLX448$599,9300.14%
72SCHWAB EMERGING MARKETS EQUITY ETF80852470619,264$580,6170.14%
73COCA COLA CO COMKO7,898$558,7590.13%
74GE AEROSPACE COM NEW3696043012,162$556,3580.13%
75PROCTER AND GAMBLE CO COM7427181093,484$555,0340.13%
76VISA INC COM CL AV1,549$549,9720.13%
77INTERNATIONAL BUSINESS MACHS COMINTR1,836$541,3630.13%
78JOHNSON & JOHNSON COMJNJ3,438$525,1550.12%
79MORGAN STANLEY COM NEWMS-PQ3,721$524,1400.12%
80INVESCO QQQ TRUST SERIES IIVZ948$522,9550.12%
81ELI LILLY & CO COMLLY666$519,1670.12%
82ISHARES CORE MSCI EUROPE ETF46434V7387,837$518,8090.12%
83SCHWAB CHARLES CORP COMSCHW-PJ5,618$512,5860.12%
84ISHARES MSCI EAFE GROWTH ETF4642888854,545$509,0120.12%
85EATON CORP PLC SHSETN1,411$503,7130.12%
86SCHWAB US DIVIDEND EQUITY ETF80852479718,893$500,6650.12%
87LINDE PLC SHSLIN1,043$489,3550.11%
88THERMO FISHER SCIENTIFIC INC COMTMO1,166$472,9290.11%
89ISHARES CORE MSCI EAFE ETF46432F8425,259$439,0210.10%
90SOUTHERN CO COMSOMN4,772$438,2130.10%
91T-MOBILE US INC COMTMUSZ1,837$437,6840.10%
92NASDAQ INC COMNDAQ4,888$437,0850.10%
93MARRIOTT INTL INC NEW CL A5719032021,598$436,5900.10%
94TESLA INC COMTSLA1,364$433,2880.10%
95CISCO SYS INC COMCSCO6,159$427,2840.10%
96UNITEDHEALTH GROUP INC COMUNH1,351$421,5960.10%
97ALPHABET INC CAP STK CL AGOOG2,387$420,6610.10%
98BANK AMERICA CORP COM0605051048,873$419,8700.10%
99SAP SE SPON ADRSAPGF1,368$416,0090.10%
100PIMCO ENHANCED SHORT MATURITY ETF72201R8334,040$406,1610.10%
101AMERICAN EXPRESS CO COMAXP1,269$404,7860.09%
102PHILIP MORRIS INTL INC COM7181721092,221$404,5110.09%
103CITIGROUP INCC-PR4,750$404,3200.09%
104VERIZON COMMUNICATIONSVZ9,333$403,8200.09%
105RTX CORPORATION COMRTX2,747$401,1170.09%
106LOWES COS INC COM5486611071,797$398,7000.09%
107MERCK & CO INCMRK5,033$398,4120.09%
108VANGUARD S&P 500 ETF922908363701$398,1890.09%
109AT&T INC COMT-PC13,404$387,9230.09%
110EOG RES INC COMEOG3,188$381,3170.09%
111ISHARES AGGREGATE BOND ETF4642872263,840$380,9280.09%
112INTUIT COMINTU480$378,0620.09%
113LOCKHEED MARTIN CORP COMLMT805$372,8280.09%
114ONEOK INC NEW COMOKE4,544$370,9270.09%
115ISHARES GLOBAL TECH ETF4642872913,993$368,7510.09%
116FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928081,862$367,2240.09%
117SEMPRA COMSREA4,789$362,8630.09%
118STARBUCKS CORP COMSBUX3,957$362,6090.09%
119BOEING CO COMBA-PA1,730$362,4870.09%
120DUKE ENERGY CORP NEW COM NEWDUKB3,040$358,7120.08%
121TENET HEALTHCARE CORP COM NEWTHC2,000$352,0000.08%
122AMGEN INC COMAMGN1,253$349,8500.08%
123TRACTOR SUPPLY CO COMTSCO6,533$344,7460.08%
124KINDER MORGAN INC DEL COMEP-PC11,721$344,5970.08%
125WELLS FARGO CO NEW COM9497461014,278$342,7530.08%
126BLACKROCK INC COMBLK321$336,8090.08%
127ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,539$332,2060.08%
128HCA HEALTHCARE INC COMHCA866$331,7650.08%
129VANGUARD INFORMATION TECHNOLOGY ETF92204A702500$331,6400.08%
130CAPITAL ONE FINL CORP COM14040H1051,551$329,9910.08%
131ISHARES GOLD TRUSTIAU5,250$327,3900.08%
132UNION PAC CORP COMUNP1,421$326,8980.08%
133ICICI BANK LIMITED ADRIBN9,633$324,0540.08%
134SOUTHERN COPPER CORP COMSCCO3,200$323,7440.08%
135CHIPOTLE MEXICAN GRILL INC COMCMG5,749$322,8060.08%
136HONEYWELL INTL INC COM4385161061,380$321,3740.08%
137TOYOTA MOTOR CORP ADSTOYOF1,855$319,5420.07%
138SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF78468R7396,552$313,3820.07%
139SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A3759,284$311,7570.07%
140XCEL ENERGY INC COMXELLL4,557$310,3320.07%
141CARDINAL HEALTH INC COMCAH1,802$302,7360.07%
142COMCAST CORP NEW CL ACCZ8,470$302,3020.07%
143ISHARES MSCI INTL VALUE FACTOR ETF46435G4099,160$301,2720.07%
144TECHNOLOGY SELECT SECTOR SPDR81369Y8031,184$299,8240.07%
145TEXAS INSTRS INC COM8825081041,436$298,1420.07%
146ISHARES CORE S&P MID CAP ETF4642875074,761$295,2770.07%
147TJX COS INC NEW COM8725401092,376$293,4120.07%
148LAMAR ADVERTISING CO NEW CL ALAMR2,371$287,7450.07%
149BP PLC SPONSORED ADRBPPFF9,548$285,7650.07%
150PEPSICO INC COMPEP2,159$285,0740.07%
151PUBLIC SVC ENTERPRISE GRP INC COM7445731063,367$283,4130.07%
152COLGATE PALMOLIVE CO COMCL3,110$282,6990.07%
153QUALCOMM INC COMQCOM1,766$281,2530.07%
154GILEAD SCIENCES INC COMGILD2,522$279,6670.07%
155ISHARES SEMICONDUCTOR ETF4642875231,163$277,6080.07%
156ADVANCED MICRO DEVICES INC COMAMD1,936$274,7180.06%
157ISHARES S&P 500 INDEX464287200442$274,4380.06%
158ABBOTT LABS COMABLZF2,010$273,3800.06%
159STRYKER CORPORATION COMSYK678$268,2370.06%
160KKR & CO INC COMKKRT2,012$267,6560.06%
161FIDELITY MSCI ENERGY INDEX ETF31609240211,394$267,1890.06%
162KROGER CO COMKR3,717$266,6200.06%
163ASML HOLDING N V N Y REGISTRY SHSASMLF328$262,8560.06%
164NEXTERA ENERGY INC COMNEE-PW3,759$260,9500.06%
165BAKER HUGHES COMPANY CL ABKR6,794$260,4820.06%
166UNILEVER PLC SPON ADR NEWUNLYF4,240$259,3610.06%
167ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF4642865176,418$259,2380.06%
168ISHARES U.S. ENERGY ETF4642877965,727$258,9750.06%
169EMERSON ELEC CO COMEMR1,940$258,6600.06%
170ISHARES BITCOIN TRUST ETFIBIT4,191$256,5310.06%
171NOVO-NORDISK A S ADRNONOF3,716$256,4780.06%
172SONY GROUP CORP SPONSORED ADRSNEJF9,765$254,1830.06%
173PROLOGIS INC. COMPLDGP2,416$253,9700.06%
174NUCOR CORP COMNUE1,942$251,5670.06%
175KIMBERLY-CLARK CORP COMKMB1,941$250,2340.06%
176BOX INC CL ABXCAP7,204$246,1610.06%
177NIKE INC CL BNKE3,427$243,4540.06%
178MONDELEZ INTL INC CL A6092071053,571$240,8280.06%
179SHERWIN WILLIAMS CO COMSHW701$240,6950.06%
180ISHARES CORE S&P SMALL CAP ETF4642878042,151$235,0830.06%
181AFLAC INC COMAFL2,223$234,4380.05%
182TOTALENERGIES SE SPONSORED ADSTTE3,766$231,1950.05%
183OREILLY AUTOMOTIVE INC COM67103H1072,550$229,8320.05%
184FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3160922042,434$228,9660.05%
185ASTRAZENECA PLC SPONSORED ADRAZN3,257$227,5990.05%
186ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,241$226,8800.05%
187NORTHROP GRUMMAN CORP COMNOC448$223,9910.05%
188FIDELITY MSCI INDUSTRIAL INDEX ETF3160927092,886$223,7520.05%
189THE CIGNA GROUP COM125523100674$222,8110.05%
190ISHARES MSCI USA VALUE FACTOR ETF46432F3881,944$220,0800.05%
191SOFI TECHNOLOGIES INC COMSOFI12,026$218,9930.05%
192FIDELITY MSCI FINANCIALS INDEX ETF3160925012,928$216,7890.05%
193PARKER-HANNIFIN CORP COMPH310$216,5260.05%
194ELECTRONIC ARTS INC COMEA1,333$212,9440.05%
195NETEASE INC SPONSORED ADSNETTF1,572$211,5600.05%
196JPMORGAN HIGH YIELD MUNICIPAL ETF46654Q7994,239$211,0170.05%
197LOGITECH INTL S A SHSH504302322,339$210,8140.05%
198DEERE & CO COMDE414$210,5150.05%
199COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,930$209,4630.05%
200FIDELITY WISE ORIGIN BITCOIN FUNDFBTC2,219$208,5640.05%
201CONSTELLATION ENERGY CORP COMCEG637$205,5980.05%
202PAYCHEX INC COMPAYX1,406$204,5170.05%
203BANK NEW YORK MELLON CORP COM0640581002,215$201,8090.05%
204FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF3160928733,110$201,5590.05%
205CORTEVA INC COMCTVA2,698$201,0820.05%
206WISDOMTREE TR INDIA EARNINGS FDWT4,230$200,7980.05%
207BOSTON SCIENTIFIC CORP COMBSX1,863$200,1050.05%
208GENERAL DYNAMICS CORP COMGD679$198,0370.05%
209CME GROUP INC COMCME716$197,3440.05%
210HILTON WORLDWIDE HLDGS INC COMHLT738$196,5590.05%
211WASTE MGMT INC DEL COM94106L109851$194,7260.05%
212FEDEX CORP COMFDX852$193,6680.05%
213ISHARES EXPANDED TECH SECTOR ETF4642875491,722$193,4490.05%
214DANAHER CORPORATION COM235851102958$189,2430.04%
215TARGET CORP COMTGT1,912$188,5990.04%
216ACCENTURE PLC IRELAND SHS CLASS AACN628$187,7030.04%
217CONSOLIDATED EDISON INC COMED1,854$186,0490.04%
218ARAMARK COMARMK4,402$184,3120.04%
219MASTERCARD INCORPORATED CL AMA324$182,0690.04%
220MCKESSON CORP COMMCK248$181,7290.04%
221CSX CORP COMCSX5,528$180,3790.04%
222ISHARES RUSSELL 2000 ETF464287655830$179,1060.04%
223DOMINION ENERGY INC COMD3,160$178,6150.04%
224FIDELITY MSCI MATERIALS INDEX ETF3160928813,572$178,1360.04%
225BRISTOL-MYERS SQUIBB CO COMCELG-RI3,799$175,8580.04%
226INTUITIVE SURGICAL INC COM NEWISRG320$173,8910.04%
227DELL TECHNOLOGIES INC CL CDELL1,406$172,3760.04%
228GENERAL MTRS CO COM37045V1003,467$170,6110.04%
229GE VERNOVA INC COMGEV322$170,3860.04%
230VULCAN MATLS CO COM929160109648$169,0110.04%
231JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF46641Q8783,601$167,9510.04%
232ISHARES MSCI EAFE VALUE INDEX ETF4642888772,640$167,5870.04%
233FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302611$164,5610.04%
234AUTOZONE INC COMAZO44$163,3380.04%
235WABTEC COM929740108780$163,2930.04%
236JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF46641Q2413,499$161,5490.04%
237ATMOS ENERGY CORP COMATO1,039$160,1200.04%
238POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ7,834$160,0490.04%
239CUMMINS INC COMCMI488$159,8200.04%
240OMNICOM GROUP INC COMOMC2,209$158,9150.04%
241NOVARTIS AG SPONSORED ADRNVSEF1,307$158,1600.04%
242DIGITAL RLTY TR INC COM253868103906$157,9430.04%
243DUPONT DE NEMOURS INC COMDD2,293$157,2770.04%
244HSBC HLDGS PLC SPON ADR NEWHBCYF2,578$156,7170.04%
245AIR PRODS & CHEMS INC COMAIIR551$155,4150.04%
246LENNAR CORP CL ALEN-B1,381$152,7520.04%
247FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923032,986$152,7340.04%
248ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARCXF4,800$151,5840.04%
249FORD MTR CO COM34537086013,963$151,4990.04%
250EQT CORP COMEQT2,558$149,1830.03%
251AMERICAN ELEC PWR CO INC COM0255371011,433$148,6880.03%
252AMERICAN WTR WKS CO INC NEW COM0304201031,066$148,2910.03%
253SYSCO CORP COMSYY1,950$147,6930.03%
254DARDEN RESTAURANTS INC COMDRI674$146,9120.03%
255MICRON TECHNOLOGY INC COMMU1,186$146,1750.03%
256HESS CORP COMHESM1,050$145,4670.03%
257DIAMONDBACK ENERGY INC COMFANG1,055$144,9570.03%
258INFOSYS LTD SPONSORED ADRINFY7,815$144,8120.03%
259HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF4,971$143,3140.03%
260SL GREEN RLTY CORP COM78440X8872,313$143,1750.03%
261PALO ALTO NETWORKS INC COMPANW694$142,0200.03%
262SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW2,162$141,6540.03%
263ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,554$141,3830.03%
264FIDELITY MSCI HEALTH CARE INDEX ETF3160926002,208$141,2020.03%
265CANADIAN NATL RY CO COM1363751021,347$140,1420.03%
266ISHARES S&P MID-CAP 400 VALUE ETF4642877051,131$139,7690.03%
267NORFOLK SOUTHN CORP COM655844108542$138,7360.03%
268CARRIER GLOBAL CORPORATION COMCARR1,887$138,1100.03%
269MICROSTRATEGY INC CL A NEWSTRK341$137,8420.03%
270ISHARES MSCI CANADA INDEX4642865092,967$137,0750.03%
271PACCAR INC COMPCAR1,433$136,2210.03%
272RYANAIR HOLDINGS PLC SPONSORED ADRRYAOF2,350$135,5250.03%
273DISNEY WALT CO COM2546871061,093$135,5000.03%
274AUTOMATIC DATA PROCESSING INC COMADP438$135,0790.03%
275MARSH & MCLENNAN COS INC COM571748102611$133,5890.03%
2763M CO COMMMM875$133,2100.03%
277BOOKING HOLDINGS INC COMBKNG23$133,1530.03%
278GRAINGER W W INC COM384802104128$133,1510.03%
279SIMON PPTY GROUP INC NEW COM828806109824$132,4660.03%
280ECOLAB INC COMECL487$131,2170.03%
281CHARTER COMMUNICATIONS INC NEW CL A16119P108318$130,0020.03%
282HUNTINGTON INGALLS INDS INC COM446413106525$126,7670.03%
283KELLANOVA COMBEKE1,590$126,4530.03%
284EXELON CORP COMEXC2,912$126,4390.03%
285FIRST INDL RLTY TR INC COM32054K1032,611$125,6670.03%
286WATERS CORP COM941848103360$125,6540.03%
287FIFTH THIRD BANCORP COMFITBM3,051$125,4880.03%
288DEUTSCHE BANK A G NAMEN AKTD181908984,216$123,4440.03%
289PUBLIC STORAGE OPER CO COMPSA-PS416$122,0630.03%
290GENERAL MLS INC COM3703341042,340$121,2350.03%
291SPDR S&P 500 ETF TRUSTSPY195$120,4810.03%
292ISHARES INC MSCI AUSTRALIA INDEX FD4642861034,575$120,4140.03%
293HOST HOTELS & RESORTS INC COMHST7,802$119,8390.03%
294INVESCO LARGE CAP GROWTH ETFIVZ1,012$118,8490.03%
295SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4091,245$118,6730.03%
296ENERGY TRANSFER L P COM UT LTD PTNET-PI6,540$118,5700.03%
297ANALOG DEVICES INC COMADI494$117,5820.03%
298APA CORPORATION COMAPA6,397$117,0010.03%
299FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG537$116,9320.03%
300ALLSTATE CORP COMALL-PJ577$116,1560.03%
301KRAFT HEINZ CO COMKHC4,497$116,1130.03%
302BHP GROUP LTD SPONSORED ADSBHPLF2,406$115,7050.03%
303MOTOROLA SOLUTIONS INC COM NEWMSI275$115,6270.03%
304IRON MTN INC DEL COM46284V1011,125$115,3910.03%
305ISHARES RUSSELL TOP 200 GROWTH ETF464289438468$115,3670.03%
306ALCON AG ORD SHSALC1,294$114,1600.03%
307ZILLOW GROUP INC CL C CAP STKZ1,617$113,2710.03%
308ISHARES MSCI JAPAN ETF46434G8221,500$112,4550.03%
309PALANTIR TECHNOLOGIES INC CL APLTR822$112,0550.03%
310ROYAL BK CDA COM780087102846$111,2910.03%
311ISHARES CORE HIGH DIVIDEND ETF46429B663948$111,0770.03%
312DELTA AIR LINES INC DEL COM NEWDAL2,251$110,7040.03%
313COPT DEFENSE PROPERTIES SHS BEN INTCDP4,000$110,3200.03%
314ISHARES CORE S&P US VALUE ETF4642876631,136$107,5000.03%
315FIDELITY FUNDAMENTAL LARGE CAP CORE ETF3160923602,198$107,3940.03%
316GARMIN LTD SHSGRMN513$107,0730.03%
317KEURIG DR PEPPER INC COMKDP3,221$106,4860.02%
318WILLIAMS COS INC COM9694571001,657$104,0760.02%
319RELIANCE INC COMRS331$103,9010.02%
320GALLAGHER ARTHUR J & CO COM363576109324$103,7190.02%
321MID-AMER APT CMNTYS INC COM59522J103700$103,6070.02%
322ISHARES MSCI EAFE ETF4642874651,152$102,9770.02%
323OCCIDENTAL PETE CORP COM6745991052,443$102,6300.02%
324TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242096,108$102,3700.02%
325CHUBB LIMITED COMCB351$101,6920.02%
326ISHARES MSCI ACWI ETF464288257786$101,0800.02%
327PACKAGING CORP AMER COM695156109536$101,0090.02%
328TORONTO DOMINION BK ONT COM NEWTORO1,371$100,6650.02%
329CROWN CASTLE INC COMCCI965$99,1340.02%
330SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN1,835$98,3380.02%
331SCHLUMBERGER LTD COM STKSLB2,900$98,0200.02%
332WELLTOWER INC COMWELL633$97,3110.02%
333DROPBOX INC CL ADBX3,400$97,2400.02%
334ISHARES HIGH YIELD MUNI ACTIVE ETFBLK1,998$97,1630.02%
335GOODYEAR TIRE & RUBR CO COM3825501019,300$96,4410.02%
336ISHARES GLOBAL ENERGY ETF4642873412,452$96,3390.02%
337ISHARES RUSSELL 1000 GROWTH ETF464287614226$95,9550.02%
338BROOKFIELD CORP CL A LTD VT SH11271J1071,543$95,3520.02%
339CONSTELLATION BRANDS INC CL ASTZ586$95,3300.02%
340REALTY INCOME CORP COMO1,654$95,2870.02%
341ENBRIDGE INC COMENNPF2,104$95,2590.02%
342YETI HLDGS INC COMYETI3,000$94,5600.02%
343CANADIAN PACIFIC KANSAS CITY COMCP1,187$94,1140.02%
344ALCOA CORP COMAA3,176$93,7240.02%
345UBS GROUP AG SHSUBS2,748$92,9370.02%
346SPDR PORTFOLIO AGGREGATE BOND ETF78464A6493,617$92,5830.02%
347LEAR CORP COM NEWLEA974$92,5110.02%
348ALTRIA GROUP INC COMMO1,576$92,4010.02%
349MEDTRONIC PLC SHSMDT1,054$91,8770.02%
350ISHARES ESG AWARE MSCI EM ETF46434G8632,330$91,2660.02%
351YUM BRANDS INC COMYUM615$91,1310.02%
352MURPHY OIL CORP COMMUR4,000$90,0000.02%
353ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,301$89,4050.02%
354DOMINOS PIZZA INC COMDPZ198$89,2190.02%
355PINTEREST INC CL APINS2,478$88,8610.02%
356ADOBE INC COMADBE229$88,5960.02%
357WARNER MUSIC GROUP CORP COM CL AWMG3,250$88,5300.02%
358US FOODS HLDG CORP COMUSFD1,149$88,4840.02%
359PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B6801,071$87,3240.02%
360ROYAL GOLD INC COMRGLD486$86,4300.02%
361FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS344419106830$85,4730.02%
362AGNICO EAGLE MINES LTD COMAEM715$85,0350.02%
363SHOPIFY INC CL A SUB VTG SHSSHOP735$84,7820.02%
364LAM RESEARCH CORP COM NEWLRCX869$84,5880.02%
365WD 40 CO COMWDFC369$84,1650.02%
366TRANE TECHNOLOGIES PLC SHSTT192$83,9830.02%
367APPLIED MATLS INC COM038222105456$83,4800.02%
368SCHWAB U.S. LARGE-CAP VALUE ETF8085244093,000$83,0100.02%
369FREEPORT-MCMORAN INC CL BFCX1,909$82,7550.02%
370CBRE GROUP INC CL ACBRE578$80,9890.02%
371MAIN SECTOR ROTATION ETFNTRSO1,379$80,0790.02%
372PNC FINL SVCS GROUP INC COM693475105429$79,9740.02%
373SALESFORCE INC COMCRM292$79,6250.02%
374DAVITA INC COMDVA558$79,4870.02%
375SANOFI SPONSORED ADRSNYNF1,625$78,5040.02%
376BOISE CASCADE CO DEL COMBCC904$78,4850.02%
377SBA COMMUNICATIONS CORP NEW CL ASBAC332$77,9670.02%
378ISHARES MSCI EMERGING MARKETS ETF4642872341,608$77,5700.02%
379L3HARRIS TECHNOLOGIES INC COMLHX309$77,5100.02%
380BEST BUY INC COMBBY1,150$77,2000.02%
381ISHARES US FINANCIAL SERVICES ETF464287770900$77,0400.02%
382VERTEX PHARMACEUTICALS INC COMVRTX173$77,0200.02%
383UNITED PARCEL SERVICE INC CL BUPS759$76,6130.02%
384ISHARES GLOBAL 100 ETF464287572704$75,8980.02%
385BLACKSTONE INC COMBX503$75,2390.02%
386UNITED AIRLS HLDGS INC COMUNTCW935$74,4540.02%
387WYNN RESORTS LTD COMWYNN794$74,3740.02%
388TAKE-TWO INTERACTIVE SOFTWARE COMTTWO300$72,8550.02%
389PPG INDS INC COM693506107636$72,3450.02%
390PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN7265031053,888$71,2280.02%
391ULTA BEAUTY INC COMULTA152$71,1090.02%
392AON PLC SHS CL AAON199$70,9950.02%
393S&P GLOBAL INC COMSPGI134$70,6570.02%
394SPDR PORTFOLIO S&P 500 ETF78464A854970$70,5090.02%
395ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242636$69,7120.02%
396INTERACTIVE BROKERS GROUP INC COM CL A45841N1071,224$67,8220.02%
397BXP INC COMBXP1,000$67,4700.02%
398RESTAURANT BRANDS INTL INC COM76131D1031,000$66,2900.02%
399WILLIAMS SONOMA INC COMWSM395$64,5310.02%
400FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO8,859$64,3160.02%
401TYSON FOODS INC CL ATSN1,143$63,9390.01%
402ROBLOX CORP CL ARBLX606$63,7510.01%
403MOLINA HEALTHCARE INC COMMOH213$63,4530.01%
404PILGRIMS PRIDE CORP COMPPC1,372$61,7130.01%
405ZOETIS INC CL AZTS396$61,6940.01%
406AVALONBAY CMNTYS INC COMAWX303$61,6610.01%
407ALBEMARLE CORP COMALB-PA983$61,6050.01%
408BUNGE GLOBAL SA COM SHSBG766$61,4940.01%
409AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086071,071$61,1690.01%
410AVANTIS U.S. SMALL CAP VALUE ETF025072877667$60,7640.01%
411ENI S P A SPONSORED ADR26874R1081,871$60,6580.01%
412TEXTRON INC COMTXT750$60,2180.01%
413LULULEMON ATHLETICA INC COMLULU253$60,1080.01%
414GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC805$59,6280.01%
415ISHARES RUSSELL 1000 VALUE ETF464287598304$59,0460.01%
416JANUS HENDERSON AAA CLO ETF47103U8451,152$58,4640.01%
417SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2093,827$57,8260.01%
418ISHARES CORE DIVIDEND GROWTH ETF46434V621896$57,2900.01%
419VANGUARD REIT INDEX ETF922908553642$57,1770.01%
420ISHARES U.S. MEDICAL DEVICES ETF464288810911$57,0650.01%
421FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E1083,143$55,9450.01%
422ISHARES S&P 500 VALUE ETF464287408284$55,4990.01%
423NUTRIEN LTD COMNTR952$55,3700.01%
424VANGUARD GROWTH ETF922908736123$53,9230.01%
425ISHARES CORE DIVIDEND ETF46435U8611,066$53,6410.01%
426CHURCH & DWIGHT CO INC COMCHD550$52,8610.01%
427GSK PLC SPONSORED ADRGLAXF1,376$52,8380.01%
428INVESCO S&P GLOBAL WATER INDEX ETFIVZ838$52,3750.01%
429MERCADOLIBRE INC COMMELI20$52,2730.01%
430WEYERHAEUSER CO MTN BE COM NEWWY2,031$52,1760.01%
431VALVOLINE INC COMVVV1,363$51,6170.01%
432AGCO CORP COMAGCO500$51,5800.01%
433CACI INTL INC CL A127190304108$51,4840.01%
434KNIGHT-SWIFT TRANSN HLDGS INC CL A4990491041,160$51,3070.01%
435VONTIER CORPORATION COMVNT1,378$50,8480.01%
436HUNT J B TRANS SVCS INC COM445658107350$50,2600.01%
437HERSHEY CO COMHSY300$49,7850.01%
438ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513615$49,6000.01%
439ISHARES MSCI TAIWAN ETF46434G772863$49,5360.01%
440UNITED STATES GASOLINE FUND LPUNTCW814$49,0150.01%
441CONAGRA BRANDS INC COMCAG2,383$48,7800.01%
442SPDR S&P REGIONAL BANKING ETF78464A698820$48,7000.01%
443NXP SEMICONDUCTORS N V COMNXPI222$48,5050.01%
444ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887364$48,4270.01%
445SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X5331,270$48,4120.01%
446SEA LTD SPONSORD ADSSE298$47,6620.01%
447CAPITAL GROUP MUNICIPAL INCOME ETF14020Y2011,779$47,4820.01%
448EDISON INTL COM281020107918$47,3690.01%
449HOLOGIC INC COMHOLX726$47,3060.01%
450ISHARES GLOBAL REIT ETF46434V6471,902$46,9790.01%
451TARGA RES CORP COMTRGP269$46,8280.01%
452VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775685$46,0460.01%
453RESMED INC COMRSMDF176$45,4080.01%
454PROGRESSIVE CORP COM743315103168$44,8320.01%
455BECTON DICKINSON & CO COMBDX259$44,6130.01%
456ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764706$44,5770.01%
457EBAY INC. COMEBAY598$44,5270.01%
458VANGUARD FINANCIALS ETF92204A405345$43,9190.01%
459VANGUARD UTILITIES92204A876248$43,7740.01%
460VANGUARD COMMUNICATION SERVICES ETF92204A884255$43,6130.01%
461INVESCO NASDAQ 100 ETFIVZ190$43,1490.01%
462VANECK MORNINGSTAR WIDE MOAT ETF92189F643458$42,9560.01%
463SUN CMNTYS INC866674104333$42,1210.01%
464CVS HEALTH CORP COMCVS608$41,9090.01%
465INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ2,000$41,3600.01%
466PRUDENTIAL FINL INC COMPUKPF384$41,2620.01%
467PPL CORP COMPPLC1,216$41,2100.01%
468ISHARES FLOATING RATE BOND ETF46429B655800$40,8160.01%
469VANGUARD INDUSTRIALS ETF92204A603144$40,3300.01%
470CINCINNATI FINL CORP COM172062101267$39,7620.01%
471SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,277$39,3700.01%
472VISTRA CORP COMVST203$39,3430.01%
473CORNING INC COMGLW747$39,2850.01%
474ENERGY SELECT SECTOR SPDR FUND81369Y506462$39,2110.01%
475VANGUARD CONSUMER DISCRETIONARY ETF92204A108107$38,7680.01%
476COGENT COMMUNICATIONS HLDGS IN COM NEWCCOI798$38,4720.01%
477VAIL RESORTS INC COMMTN244$38,3400.01%
478AMERICAN TOWER CORP NEW COM03027X100173$38,2360.01%
479OVINTIV INC COMOVV1,000$38,0500.01%
480SPDR S&P DIVIDEND ETF78464A763278$37,7330.01%
481US BANCORP DEL COM NEWUSB-PS829$37,5120.01%
482WK KELLOGG CO COM SHS92942W1072,353$37,5070.01%
483MCCORMICK & CO INC COM NON VTGMKC-V493$37,3790.01%
484HEALTH CARE SELECT SECTOR SPDR FUND81369Y209277$37,3370.01%
485SMUCKER J M CO COM NEW832696405370$36,3340.01%
486VANGUARD CONSUMER STAPLES ETF92204A207165$36,1350.01%
487INTEL CORP COMINTC1,584$35,4820.01%
488VANGUARD TOTAL WORLD STOCK ETF922042742275$35,3430.01%
489VANGUARD SHORT-TERM TREASURY ETF92206C102592$34,7980.01%
490VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771748$34,6620.01%
491ALPS TRUST ETF ALERIAN MLP00162Q452707$34,5440.01%
492NEWMARKET CORP COMNEU50$34,5430.01%
493SCHWAB INTERMEDIATE-TERM US TREASURY ETF8085248541,373$34,3660.01%
494PFIZER INC COMPFE1,411$34,2030.01%
495STEEL DYNAMICS INC COMSTLD264$33,7950.01%
496ILLINOIS TOOL WKS INC COM452308109135$33,3790.01%
497VANECK URANIUM AND NUCLEAR ETF92189F601300$33,3540.01%
498DOW INC COMDOW1,229$32,5440.01%
499TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF2,104$32,5210.01%
500ISHARES U.S. BASIC MATERIALS ETF464287838230$32,2020.01%