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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 2025 · Filed November 10, 2025 · Accession 0001812103-25-000006

Total Value
$462.6M
Positions
804
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805774,963$62.5M13.60%
2VANGUARD TOTAL STK MKT922908769145,917$47.9M10.42%
3JPMORGAN ULTRA-SHORT INCOME ETF46641Q837658,650$33.4M7.27%
4VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870389,175$32.7M7.12%
5VANGUARD INTERMEDIATE-TERM BOND921937819374,082$29.2M6.36%
6SCHWAB INTERNATIONAL EQUITY ETF808524805881,775$20.5M4.47%
7JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654253,719$12.9M2.82%
8SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889240,457$10.3M2.24%
9VANGUARD FTSE DEVELOPED MARKETS ETF921943858157,604$9.4M2.05%
10JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39965,664$7.9M1.72%
11SCHWAB U.S. LARGE-CAP ETF808524201287,158$7.6M1.65%
12SCHWAB SHORT-TERM US TREASURY ETF808524862307,549$7.5M1.63%
13JPMORGAN MUNICIPAL ETF46641Q647112,791$5.7M1.24%
14VANGUARD HIGH DIVIDEND YIELD92194640639,230$5.5M1.20%
15ISHARES CORE MSCI EMERGING MARKETS ETF46434G10374,740$4.9M1.07%
16ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V10093,409$4.7M1.03%
17NVIDIA CORPORATION COMNVDA22,726$4.2M0.92%
18STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R66345,062$4.1M0.90%
19SCHWAB U.S. BROAD MARKET ETF808524102156,548$4.0M0.88%
20MICROSOFTMSFT7,283$3.8M0.82%
21STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A474117,270$3.6M0.77%
22APPLE INCAAPL11,926$3.0M0.66%
23ALPHABET INC CAP STK CL CGOOG11,489$2.8M0.61%
24ISHARES AMT-FREE MUNI BOND ETF46428841425,255$2.7M0.59%
25STATE STREET SPDR ICE PREFERRED SECURITIES ETF78464A29279,790$2.6M0.57%
26VANGUARD SHORT TERM CORP BOND FD ETF92206C40926,555$2.1M0.46%
27SCHWAB 1-5 YEAR CORPORATE BOND ETF80852471481,624$2.0M0.44%
28VANGUARD SHORT-TERM BOND ETF92193782723,606$1.9M0.41%
29BROADCOM INC COMAVGO5,497$1.8M0.39%
30VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF92194679421,273$1.8M0.39%
31JPMORGAN CHASE & CO. COMVYLD5,662$1.8M0.39%
32ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715012,230$1.8M0.39%
33ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40739,352$1.7M0.37%
34JPMORGAN CORE PLUS BOND ETF46641Q67034,824$1.7M0.36%
35STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF78468R40863,190$1.6M0.35%
36VANGUARD FTSE EMERGING MARKETS ETF92204285829,741$1.6M0.35%
37EXXON MOBIL CORP COMXOM12,561$1.4M0.31%
38ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828114,866$1.4M0.31%
39TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391004,980$1.4M0.30%
40SPDR PORTFOLIO EMERGING MARKETS ETF78463X50928,860$1.4M0.29%
41ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815812,068$1.3M0.28%
42ISHARES ESG AWARE MSCI USA ETF46435G4257,876$1.1M0.25%
43WALMART INC COMWMT10,712$1.1M0.24%
44AMAZON COM INC COMAMZN4,930$1.1M0.24%
45ORACLE CORP COMORCL-PD3,768$1.1M0.23%
46CHEVRON CORP NEW COMCVX6,671$1.0M0.23%
47ISHARES S&P U.S. PREFERRED STOCK ETF46428868732,643$1.0M0.22%
48SPDR GOLD SHARESGLD2,863$1.0M0.22%
49ISHARES SHORT TREASURY BOND ETF4642886799,119$1.0M0.22%
50BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,959$984,8680.21%
51ISHARES MBS ETF46428858810,132$964,0600.21%
52ISHARES CMBS ETF46429B36619,104$937,4330.20%
53CONOCOPHILLIPS COMCOP9,793$926,3200.20%
54META PLATFORMS INC CL AMETA1,229$902,5530.20%
55ABBVIE INC COMABBV3,889$900,5080.20%
56ISHARES SILVER TRUSTSLV21,178$897,3120.20%
57GOLDMAN SACHS GROUP INCGSCE1,023$814,6660.18%
58SCHWAB 5-10 YEAR CORPORATE BOND ETF80852469834,933$806,2540.18%
59VALERO ENERGY CORP COMVLO4,730$805,3300.18%
60VANGUARD LONG TERM CORP BOND FD ETF92206C81310,345$803,2890.17%
61CATERPILLAR INC COMCAT1,600$763,4400.17%
62ISHARES SHORT DURATION BOND ACTIVE ETF46431W50714,873$762,6980.17%
63MARATHON PETE CORP COMMARA3,769$726,4370.16%
64HOME DEPOT INC COMHD1,742$705,8410.15%
65PHILLIPS 66 COMPSX5,047$686,4930.15%
66JOHNSON & JOHNSON COMJNJ3,546$657,4990.14%
67SCHWAB US DIVIDEND EQUITY ETF80852479723,732$647,8840.14%
68SHELL PLC SPON ADSRYDAF9,026$645,6080.14%
69SCHWAB EMERGING MARKETS EQUITY ETF80852470619,264$642,8400.14%
70COSTCO WHSL CORP NEW COM22160K105694$642,3870.14%
71GE AEROSPACE COM NEW3696043012,134$641,8100.14%
72MCDONALDS CORP COMMCD2,061$626,3170.14%
73GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ3,273$620,8620.14%
74TESLA INC COMTSLA1,364$606,5980.13%
75STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A37517,535$594,2610.13%
76MORGAN STANLEY COM NEWMS-PQ3,721$591,4900.13%
77ALPHABET INC CAP STK CL AGOOG2,387$580,2800.13%
78INVESCO QQQ TRUST SERIES IIVZ948$569,1510.12%
79NETFLIX INC COMNFLX448$537,1160.12%
80SCHWAB CHARLES CORP COMSCHW-PJ5,618$536,3500.12%
81EATON CORP PLC SHSETN1,427$534,0550.12%
82VISA INC COM CL AV1,549$528,7980.12%
83INTERNATIONAL BUSINESS MACHS COMINTR1,836$518,1870.11%
84THERMO FISHER SCIENTIFIC INC COMTMO1,054$511,2110.11%
85CITIGROUP INCC-PR4,956$503,0340.11%
86ISHARES MSCI EAFE GROWTH ETF4642888854,392$500,1320.11%
87PROCTER AND GAMBLE CO COM7427181093,217$494,2560.11%
88ELI LILLY & CO COMLLY641$489,0830.11%
89ISHARES CORE MSCI EUROPE ETF46434V7387,066$481,3360.10%
90LINDE PLC SHSLIN1,013$481,1750.10%
91COCA COLA CO COMKO7,132$472,9720.10%
92RTX CORPORATION COMRTX2,816$471,2010.10%
93UNITEDHEALTH GROUP INC COMUNH1,359$469,2630.10%
94BANK AMERICA CORP COM0605051048,873$457,7580.10%
95SOUTHERN CO COMSOMN4,824$457,1700.10%
96SEMPRA COMSREA5,075$456,6490.10%
97ISHARES CORE MSCI EAFE ETF46432F8425,074$443,0110.10%
98T-MOBILE US INC COMTMUSZ1,844$441,4170.10%
99LOWES COS INC COM5486611071,707$428,9860.09%
100VERIZON COMMUNICATIONSVZ9,753$428,6250.09%
101LOCKHEED MARTIN CORP COMLMT853$425,8260.09%
102AMERICAN EXPRESS CO COMAXP1,279$424,8330.09%
103NASDAQ INC COMNDAQ4,785$423,2330.09%
104AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF0321084099,412$419,4930.09%
105MERCK & CO INCMRK4,993$419,0620.09%
106CISCO SYS INC COMCSCO6,088$416,5410.09%
107MARRIOTT INTL INC NEW CL A5719032021,598$416,1830.09%
108FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928081,862$413,6810.09%
109PIMCO ENHANCED SHORT MATURITY ETF72201R8334,046$407,3920.09%
110TENET HEALTHCARE CORP COM NEWTHC2,000$406,0800.09%
111ISHARES GLOBAL TECH ETF4642872913,856$397,9980.09%
112AT&T INC COMT-PC13,921$393,1400.09%
113SOUTHERN COPPER CORP COMSCCO3,220$390,7790.09%
114ISHARES GOLD TRUSTIAU5,250$382,0430.08%
115TRACTOR SUPPLY CO COMTSCO6,625$376,7640.08%
116PHILIP MORRIS INTL INC COM7181721092,322$376,6280.08%
117DUKE ENERGY CORP NEW COM NEWDUKB3,040$376,1910.08%
118BLACKROCK INC COMBLK321$374,2440.08%
119BOEING CO COMBA-PA1,730$373,3860.08%
120VANGUARD INFORMATION TECHNOLOGY ETF92204A702500$373,3150.08%
121VANGUARD S&P 500 ETF922908363607$371,7150.08%
122HCA HEALTHCARE INC COMHCA866$369,0890.08%
123TOYOTA MOTOR CORP ADSTOYOF1,886$360,3960.08%
124WELLS FARGO CO NEW COM9497461014,278$358,5820.08%
125TJX COS INC NEW COM8725401092,437$352,2440.08%
126AMGEN INC COMAMGN1,248$352,1860.08%
127SAP SE SPON ADRSAPGF1,294$345,7700.08%
128KINDER MORGAN INC DEL COMEP-PC12,095$342,4090.07%
129EOG RES INC COMEOG3,018$338,3780.07%
130INTUIT COMINTU494$337,3580.07%
131BAKER HUGHES COMPANY CL ABKR6,794$331,0040.07%
132CAPITAL ONE FINL CORP COM14040H1051,551$329,7120.07%
133BP PLC SPONSORED ADRBPPFF9,548$329,0170.07%
134TECHNOLOGY SELECT SECTOR SPDR81369Y8031,167$328,9310.07%
135ISHARES MSCI INTL VALUE FACTOR ETF46435G4099,160$324,9970.07%
136UNION PAC CORP COMUNP1,367$323,1180.07%
137SOFI TECHNOLOGIES INC COMSOFI12,026$317,7270.07%
138ASML HOLDING N V N Y REGISTRY SHSASMLF328$317,5340.07%
139STARBUCKS CORP COMSBUX3,750$317,2770.07%
140STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF78468R7396,552$315,9370.07%
141ISHARES SEMICONDUCTOR ETF4642875231,163$315,3130.07%
142ADVANCED MICRO DEVICES INC COMAMD1,936$313,2250.07%
143KKR & CO INC COMKKRT2,372$308,2410.07%
144ISHARES AGGREGATE BOND ETF4642872263,069$307,6670.07%
145QUALCOMM INC COMQCOM1,827$303,9400.07%
146ONEOK INC NEW COMOKE4,119$300,5630.07%
147NEXTERA ENERGY INC COMNEE-PW3,942$297,5820.06%
148ISHARES S&P 500 INDEX464287200442$295,8310.06%
149ICICI BANK LIMITED ADRIBN9,633$291,2060.06%
150PUBLIC SVC ENTERPRISE GRP INC COM7445731063,487$291,0040.06%
151LAMAR ADVERTISING CO NEW CL ALAMR2,371$290,2580.06%
152XCEL ENERGY INC COMXELLL3,551$286,3880.06%
153ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,006$285,9910.06%
154HONEYWELL INTL INC COM4385161061,358$285,8590.06%
155SONY GROUP CORP SPONSORED ADRSNEJF9,844$283,4090.06%
156ABBOTT LABS COMABLZF2,112$282,8810.06%
157CARDINAL HEALTH INC COMCAH1,802$282,8420.06%
158FIDELITY MSCI ENERGY INDEX ETF31609240211,394$281,6600.06%
159GILEAD SCIENCES INC COMGILD2,522$279,9950.06%
160ELECTRONIC ARTS INC COMEA1,387$279,7580.06%
161PROLOGIS INC. COMPLDGP2,416$276,6800.06%
162ISHARES HIGH YIELD MUNI ACTIVE ETFBLK5,607$275,8080.06%
163OREILLY AUTOMOTIVE INC COM67103H1072,550$274,9160.06%
164NORTHROP GRUMMAN CORP COMNOC448$272,9750.06%
165ISHARES BITCOIN TRUST ETFIBIT4,191$272,4150.06%
166ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF4642865176,572$270,8480.06%
167ISHARES U.S. ENERGY ETF4642877965,546$263,5460.06%
168NUCOR CORP COMNUE1,942$263,0050.06%
169LOGITECH INTL S A SHSH504302322,339$256,5420.06%
170UNILEVER PLC SPON ADR NEWUNLYF4,324$256,3270.06%
171EMERSON ELEC CO COMEMR1,940$254,4890.06%
172STRYKER CORPORATION COMSYK678$250,6360.05%
173FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF3160922042,434$250,3860.05%
174AFLAC INC COMAFL2,223$248,3090.05%
175ASTRAZENECA PLC SPONSORED ADRAZN3,214$246,5780.05%
176KROGER CO COMKR3,654$246,3160.05%
177SHERWIN WILLIAMS CO COMSHW709$245,4980.05%
178BANK NEW YORK MELLON CORP COM0640581002,215$241,3460.05%
179ISHARES CORE S&P SMALL CAP ETF4642878042,025$240,6310.05%
180ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,235$240,2080.05%
181NETEASE INC SPONSORED ADSNETTF1,572$238,9280.05%
182FIDELITY MSCI INDUSTRIAL INDEX ETF3160927092,886$236,4790.05%
183PARKER-HANNIFIN CORP COMPH310$235,0270.05%
184BOX INC CL ABXCAP7,204$232,4730.05%
185GENERAL DYNAMICS CORP COMGD679$231,5390.05%
186TEXAS INSTRS INC COM8825081041,247$229,1110.05%
187COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y8521,930$228,4540.05%
188NIKE INC CL BNKE3,235$225,5770.05%
189TOTALENERGIES SE SPONSORED ADSTTE3,766$224,7930.05%
190FIDELITY MSCI FINANCIALS INDEX ETF3160925012,928$223,5240.05%
191FIDELITY WISE ORIGIN BITCOIN FUNDFBTC2,219$221,4780.05%
192FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF3160928733,110$220,7170.05%
193ISHARES CORE S&P MID CAP ETF4642875073,370$219,9260.05%
194ISHARES EXPANDED TECH SECTOR ETF4642875491,722$216,8860.05%
195CHIPOTLE MEXICAN GRILL INC COMCMG5,500$215,5450.05%
196JPMORGAN HIGH YIELD MUNICIPAL ETF46654Q7994,239$214,0270.05%
197GENERAL MTRS CO COM37045V1003,467$211,3830.05%
198VULCAN MATLS CO COM929160109685$210,7200.05%
199CONSTELLATION ENERGY CORP COMCEG637$209,6180.05%
200SYSCO CORP COMSYY2,514$207,0030.05%
201NOVO-NORDISK A S ADRNONOF3,716$206,2010.04%
202CUMMINS INC COMCMI488$206,1170.04%
203PEPSICO INC COMPEP1,454$204,2000.04%
204ISHARES MSCI USA VALUE FACTOR ETF46432F3881,620$202,5810.04%
205DUPONT DE NEMOURS INC COMDD2,566$199,8910.04%
206DELL TECHNOLOGIES INC CL CDELL1,406$199,3290.04%
207MICRON TECHNOLOGY INC COMMU1,186$198,4420.04%
208FEDEX CORP COMFDX831$195,9580.04%
209CME GROUP INC COMCME716$193,4560.04%
210DOMINION ENERGY INC COMD3,160$193,3100.04%
211MASTERCARD INCORPORATED CL AMA338$192,2580.04%
212MCKESSON CORP COMMCK248$191,5900.04%
213HILTON WORLDWIDE HLDGS INC COMHLT738$191,4670.04%
214THE CIGNA GROUP COM125523100664$191,3980.04%
215CORTEVA INC COMCTVA2,797$189,1610.04%
216AUTOZONE INC COMAZO44$188,7710.04%
217CSX CORP COMCSX5,310$188,5580.04%
218WASTE MGMT INC DEL COM94106L109851$187,9260.04%
219FIDELITY MSCI MATERIALS INDEX ETF3160928813,572$187,2800.04%
220CONSOLIDATED EDISON INC COMED1,854$186,3640.04%
221GE VERNOVA INC COMGEV301$185,0850.04%
222ISHARES RUSSELL 2000 ETF464287655764$184,8570.04%
223HSBC HLDGS PLC SPON ADR NEWHBCYF2,578$182,9860.04%
224BOSTON SCIENTIFIC CORP COMBSX1,863$181,8850.04%
225WISDOMTREE TR INDIA EARNINGS FDWT4,094$180,9550.04%
226DEERE & CO COMDE390$178,3310.04%
227PAYCHEX INC COMPAYX1,406$178,2250.04%
228ATMOS ENERGY CORP COMATO1,039$177,4090.04%
229HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF5,676$174,8210.04%
230ISHARES MSCI EAFE VALUE INDEX ETF4642888772,576$174,7300.04%
231MONDELEZ INTL INC CL A6092071052,794$174,5410.04%
232POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ8,065$173,8810.04%
233ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARCXF4,800$173,5200.04%
234NOVARTIS AG SPONSORED ADRNVSEF1,342$172,0980.04%
235AMERICAN ELEC PWR CO INC COM0255371011,525$171,5630.04%
236FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302611$170,9820.04%
237JPMORGAN BETABUILDERS USD HIGH YIELD CORPORATE BOND ETF46641Q8783,601$169,2470.04%
238ARAMARK COMARMK4,402$169,0370.04%
239FORD MTR CO COM34537086013,963$166,9970.04%
240SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW2,162$165,2850.04%
241NORFOLK SOUTHN CORP COM655844108542$162,8220.04%
242OMNICOM GROUP INC COMOMC1,933$157,5970.03%
243DIGITAL RLTY TR INC COM253868103906$156,6290.03%
244WABTEC COM929740108780$156,3670.03%
245APA CORPORATION COMAPA6,397$155,3190.03%
246ACCENTURE PLC IRELAND SHS CLASS AACN628$154,8650.03%
247DIAMONDBACK ENERGY INC COMFANG1,081$154,6910.03%
248SIMON PPTY GROUP INC NEW COM828806109824$154,6400.03%
249HUNTINGTON INGALLS INDS INC COM446413106525$151,1530.03%
250PALANTIR TECHNOLOGIES INC CL APLTR822$149,9490.03%
251DEUTSCHE BANK A G NAMEN AKTD181908984,216$149,2890.03%
252ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,554$149,0130.03%
253FIDELITY MSCI CONSUMER STAPLES INDEX ETF3160923032,986$148,8220.03%
254AIR PRODS & CHEMS INC COMAIIR545$148,6320.03%
255FIDELITY MSCI HEALTH CARE INDEX ETF3160926002,208$147,6490.03%
256ISHARES S&P MID-CAP 400 VALUE ETF4642877051,131$146,7130.03%
257ISHARES MSCI CANADA INDEX4642865092,893$146,2410.03%
258JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF46641Q2413,123$145,7500.03%
259RYANAIR HOLDINGS PLC SPONSORED ADRRYAOF2,350$141,5170.03%
260PALO ALTO NETWORKS INC COMPANW694$141,3120.03%
261PACCAR INC COMPCAR1,433$140,8930.03%
262LENNAR CORP CL ALEN-B1,107$139,5260.03%
263EQT CORP COMEQT2,558$139,2320.03%
264SL GREEN RLTY CORP COM78440X8872,313$138,3410.03%
265FIFTH THIRD BANCORP COMFITBM3,051$135,9220.03%
2663M CO COMMMM875$135,7830.03%
267FIRST INDL RLTY TR INC COM32054K1032,611$134,3880.03%
268BHP GROUP LTD SPONSORED ADSBHPLF2,406$134,1350.03%
269ECOLAB INC COMECL487$133,3700.03%
270HOST HOTELS & RESORTS INC COMHST7,802$132,7900.03%
271KELLANOVA COMBEKE1,590$130,4120.03%
272STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4091,245$130,1150.03%
273SPDR S&P 500 ETF TRUSTSPY195$129,9050.03%
274AMERICAN WTR WKS CO INC NEW COM030420103927$129,0290.03%
275DANAHER CORPORATION COM235851102649$128,6710.03%
276DARDEN RESTAURANTS INC COMDRI674$128,3030.03%
277DELTA AIR LINES INC DEL COM NEWDAL2,251$127,7440.03%
278CANADIAN NATL RY CO COM1363751021,347$127,0220.03%
279INVESCO LARGE CAP GROWTH ETFIVZ1,012$126,9250.03%
280INTUITIVE SURGICAL INC COM NEWISRG283$126,5660.03%
281GARMIN LTD SHSGRMN513$126,3110.03%
282AUTOMATIC DATA PROCESSING INC COMADP430$126,2050.03%
283MOTOROLA SOLUTIONS INC COM NEWMSI275$125,7550.03%
284ROYAL BK CDA COM780087102846$124,6330.03%
285ZILLOW GROUP INC CL C CAP STKZ1,617$124,5900.03%
286BOOKING HOLDINGS INC COMBKNG23$124,1830.03%
287DISNEY WALT CO COM2546871061,083$123,9640.03%
288ALLSTATE CORP COMALL-PJ577$123,8530.03%
289TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242096,108$123,3820.03%
290MARSH & MCLENNAN COS INC COM571748102611$123,1350.03%
291INFOSYS LTD SPONSORED ADRINFY7,507$122,1390.03%
292GRAINGER W W INC COM384802104128$121,9790.03%
293ANALOG DEVICES INC COMADI494$121,3760.03%
294FERGUSON ENTERPRISES INC COMMON STOCK NEWFERG537$120,5990.03%
295ISHARES MSCI JAPAN ETF46434G8221,500$120,3150.03%
296PUBLIC STORAGE OPER CO COMPSA-PS416$120,1620.03%
297APPLIED MATLS INC COM038222105585$119,7730.03%
298ISHARES RUSSELL TOP 200 GROWTH ETF464289438429$117,3960.03%
299PACKAGING CORP AMER COM695156109536$116,8100.03%
300LAM RESEARCH CORP COM NEWLRCX869$116,3590.03%
301COPT DEFENSE PROPERTIES SHS BEN INTCDP4,000$116,2400.03%
302ISHARES CORE HIGH DIVIDEND ETF46429B663948$116,0830.03%
303OCCIDENTAL PETE CORP COM6745991052,443$115,4320.03%
304ISHARES INC MSCI AUSTRALIA INDEX FD4642861034,272$115,3440.03%
305IRON MTN INC DEL COM46284V1011,122$114,3770.02%
306MURPHY OIL CORP COMMUR4,000$113,6400.02%
307UBS GROUP AG SHSUBS2,748$112,6680.02%
308CARRIER GLOBAL CORPORATION COMCARR1,887$112,6540.02%
309ISHARES CORE S&P US VALUE ETF4642876631,119$111,8440.02%
310WARNER MUSIC GROUP CORP COM CL AWMG3,250$110,6950.02%
311EXELON CORP COMEXC2,457$110,5900.02%
312WILLIAMS SONOMA INC COMWSM563$110,0380.02%
313WARNER BROS DISCOVERY INC COM SER AWBD5,627$109,8950.02%
314STRATEGY INC CL A NEWSTRK341$109,8740.02%
315TORONTO DOMINION BK ONT COM NEWTORO1,371$109,5740.02%
316SHOPIFY INC CL A SUB VTG SHSSHOP735$109,2280.02%
317ISHARES MSCI ACWI ETF464288257786$108,6570.02%
318TARGET CORP COMTGT1,193$107,0120.02%
319ISHARES MSCI EAFE ETF4642874651,144$106,8150.02%
320ISHARES RUSSELL 1000 GROWTH ETF464287614226$105,8610.02%
321BROOKFIELD CORP CL A LTD VT SH11271J1071,543$105,8190.02%
322AGNICO EAGLE MINES LTD COMAEM626$105,5190.02%
323WILLIAMS COS INC COM9694571001,657$104,9710.02%
324ALCOA CORP COMAA3,176$104,4590.02%
325ALTRIA GROUP INC COMMO1,576$104,1110.02%
326DROPBOX INC CL ADBX3,400$102,7140.02%
327LIVE NATION ENTERTAINMENT INC COMLYV626$102,2880.02%
328ENBRIDGE INC COMENNPF2,027$102,2820.02%
329WYNN RESORTS LTD COMWYNN794$101,8460.02%
330ISHARES ESG AWARE MSCI EM ETF46434G8632,330$101,1690.02%
331MEDTRONIC PLC SHSMDT1,054$100,3830.02%
332GALLAGHER ARTHUR J & CO COM363576109324$100,3560.02%
333YETI HLDGS INC COMYETI3,000$99,5400.02%
334CHUBB LIMITED COMCB351$99,0700.02%
335ISHARES GLOBAL ENERGY ETF4642873412,370$98,9480.02%
336WATERS CORP COM941848103330$98,9370.02%
337KIMBERLY-CLARK CORP COMKMB795$98,8500.02%
338FREEPORT-MCMORAN INC CL BFCX2,514$98,5990.02%
339LEAR CORP COM NEWLEA974$97,9940.02%
340ROYAL GOLD INC COMRGLD486$97,4820.02%
341KRAFT HEINZ CO COMKHC3,679$95,8010.02%
342L3HARRIS TECHNOLOGIES INC COMLHX309$94,3720.02%
343YUM BRANDS INC COMYUM615$93,4800.02%
344RELIANCE INC COMRS331$92,9550.02%
345ENERGY TRANSFER L P COM UT LTD PTNET-PI5,382$92,3550.02%
346CBRE GROUP INC CL ACBRE578$91,0700.02%
347UNITED AIRLS HLDGS INC COMUNTCW935$90,2280.02%
348COMCAST CORP NEW CL ACCZ2,867$90,0880.02%
349CANADIAN PACIFIC KANSAS CITY COMCP1,187$88,4200.02%
350US FOODS HLDG CORP COMUSFD1,149$88,0360.02%
351SANOFI SA SPONSORED ADRSNYNF1,864$87,9810.02%
352WELLTOWER INC COMWELL491$87,4670.02%
353SCHWAB U.S. LARGE-CAP VALUE ETF8085244093,000$87,3300.02%
354BEST BUY INC COMBBY1,150$86,9630.02%
355BLACKSTONE INC COMBX503$85,9380.02%
356STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF78464A6493,284$84,8790.02%
357ISHARES GLOBAL 100 ETF464287572704$84,4870.02%
358INTERACTIVE BROKERS GROUP INC COM CL A45841N1071,224$84,2230.02%
359ROBLOX CORP CL ARBLX606$83,9430.02%
360ULTA BEAUTY INC COMULTA152$83,1060.02%
361ALCON AG ORD SHSALC1,107$82,4830.02%
362ISHARES MSCI EMERGING MARKETS ETF4642872341,521$81,2210.02%
363REALTY INCOME CORP COMO1,329$80,7900.02%
364ISHARES US FINANCIAL SERVICES ETF464287770900$80,6760.02%
365PINTEREST INC CL APINS2,478$79,7170.02%
366ALBEMARLE CORP COMALB-PA971$78,7290.02%
367ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF1,301$77,5530.02%
368MAIN SECTOR ROTATION ETFNTRSO1,230$77,5150.02%
369TAKE-TWO INTERACTIVE SOFTWARE COMTTWO300$77,5080.02%
370FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS344419106758$74,7620.02%
371ADOBE INC COMADBE211$74,4300.02%
372BXP INC COMBXP1,000$74,3400.02%
373DAVITA INC COMDVA558$74,1410.02%
374MID-AMER APT CMNTYS INC COM59522J103530$74,0570.02%
375S&P GLOBAL INC COMSPGI152$73,9800.02%
376WD 40 CO COMWDFC369$72,9140.02%
377AMPLIFY BLOCKCHAIN TECHNOLOGY ETF0321086071,071$71,8040.02%
378STATE STREET SPDR PORTFOLIO S&P 500 ETF78464A854913$71,5240.02%
379AON PLC SHS CL AAON199$70,9590.02%
380ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF464287242636$70,8950.02%
381PNC FINL SVCS GROUP INC COM693475105349$70,1250.02%
382BOISE CASCADE CO DEL COMBCC904$69,8970.02%
383COLGATE PALMOLIVE CO COMCL863$68,9880.02%
384VERTEX PHARMACEUTICALS INC COMVRTX173$67,7540.01%
385AVANTIS U.S. SMALL CAP VALUE ETF025072877667$66,3870.01%
386ENI S P A SPONSORED ADR26874R1081,871$65,3910.01%
387TERAWULF INC COMWULF5,667$64,7170.01%
388RESTAURANT BRANDS INTL INC COM76131D1031,000$64,1400.01%
389SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2093,827$64,0640.01%
390SALESFORCE INC COMCRM268$63,5160.01%
391TEXTRON INC COMTXT750$63,3680.01%
392BUNGE GLOBAL SA COM SHSBG766$62,2380.01%
393ISHARES RUSSELL 1000 VALUE ETF464287598304$61,8910.01%
394CORNING INC COMGLW747$61,2760.01%
395FS CREDIT OPPORTUNITIES CORP COMMON STOCKFSCO8,859$61,2160.01%
396ISHARES CORE DIVIDEND GROWTH ETF46434V621896$61,0000.01%
397INTEL CORP COMINTC1,782$59,7860.01%
398GSK PLC SPONSORED ADRGLAXF1,376$59,3880.01%
399VANGUARD GROWTH ETF922908736123$58,9920.01%
400VANGUARD REIT INDEX ETF922908553642$58,6920.01%
401TYSON FOODS INC CL ATSN1,080$58,6440.01%
402EASTGROUP PPTYS INC COM277276101345$58,3950.01%
403VONTIER CORPORATION COMVNT1,378$57,8350.01%
404ISHARES S&P 500 VALUE ETF464287408280$57,8230.01%
405FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E1083,143$57,3280.01%
406HERSHEY CO COMHSY300$56,1150.01%
407NUTRIEN LTD COMNTR952$55,8920.01%
408ISHARES MSCI TAIWAN ETF46434G772863$54,9040.01%
409ISHARES U.S. MEDICAL DEVICES ETF464288810911$54,7330.01%
410EBAY INC. COMEBAY598$54,3880.01%
411CACI INTL INC CL A127190304108$53,8680.01%
412AGCO CORP COMAGCO500$53,5350.01%
413SEA LTD SPONSORD ADSSE298$53,2620.01%
414UNITED STATES GASOLINE FUND LPUNTCW814$52,4930.01%
415SLB LIMITED COM STKSLB1,518$52,1740.01%
416STATE STREET SPDR S&P REGIONAL BANKING ETF78464A698820$51,9060.01%
417HUNT J B TRANS SVCS INC COM445658107386$51,7900.01%
418TRANE TECHNOLOGIES PLC SHSTT122$51,4790.01%
419ENERGY SELECT SECTOR SPDR FUND81369Y506575$51,4010.01%
420ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513630$51,1500.01%
421ZOETIS INC CL AZTS348$50,9190.01%
422NXP SEMICONDUCTORS N V COMNXPI222$50,5560.01%
423SPDR S&P EMERGING MARKETS DIVIDEND ETF78463X5331,270$49,3400.01%
424HOLOGIC INC COMHOLX726$48,9980.01%
425VANGUARD FTSE ALL-WORLD EX-US INDEX FUND922042775685$48,8880.01%
426DOLLAR TREE INC COMDLTR516$48,6950.01%
427ISHARES GLOBAL REIT ETF46434V6471,902$48,6150.01%
428CHURCH & DWIGHT CO INC COMCHD550$48,1970.01%
429RESMED INC COMRSMDF176$48,1760.01%
430GOLD FIELDS LTD SPONSORED ADRGFIOF1,146$48,0860.01%
431VANGUARD COMMUNICATION SERVICES ETF92204A884255$47,8710.01%
432VALVOLINE INC COMVVV1,330$47,7600.01%
433ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764702$47,3920.01%
434VANGUARD UTILITIES92204A876248$46,9740.01%
435INVESCO NASDAQ 100 ETFIVZ190$46,9530.01%
436MERCADOLIBRE INC COMMELI20$46,7390.01%
437CVS HEALTH CORP COMCVS608$45,8040.01%
438VANECK MORNINGSTAR WIDE MOAT ETF92189F643458$45,3920.01%
439VANGUARD FINANCIALS ETF92204A405345$45,2780.01%
440PPL CORP COMPPLC1,216$45,1870.01%
441TARGA RES CORP COMTRGP269$45,0680.01%
442CAPITAL GROUP MUNICIPAL INCOME ETF14020Y2011,628$44,4280.01%
443SUN CMNTYS INC866674104333$42,9570.01%
444VANGUARD INDUSTRIALS ETF92204A603144$42,6660.01%
445VANGUARD CONSUMER DISCRETIONARY ETF92204A108107$42,3880.01%
446CINCINNATI FINL CORP COM172062101267$42,2130.01%
447RIO TINTO PLC SPONSORED ADRRTNTF630$41,5860.01%
448NEWMARKET CORP COMNEU50$41,4110.01%
449INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ2,000$41,3800.01%
450ISHARES FLOATING RATE BOND ETF46429B655800$40,8680.01%
451TE CONNECTIVITY PLC ORD SHSTEL186$40,8330.01%
452AVALONBAY CMNTYS INC COMAWX210$40,5660.01%
453OVINTIV INC COMOVV1,000$40,3800.01%
454VISTRA CORP COMVST203$39,7720.01%
455STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R2001,277$39,4080.01%
456STATE STREET SPDR S&P DIVIDEND ETF78464A763278$38,9340.01%
457MOHAWK INDS INC COM608190104300$38,6760.01%
458HEALTH CARE SELECT SECTOR SPDR FUND81369Y209277$38,5500.01%
459ILLINOIS TOOL WKS INC COM452308109147$38,3320.01%
460PROGRESSIVE CORP COM743315103155$38,2770.01%
461PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF74347B680446$38,0620.01%
462VANGUARD TOTAL WORLD STOCK ETF922042742275$37,8950.01%
463BECTON DICKINSON & CO COMBDX202$37,8080.01%
464STEEL DYNAMICS INC COMSTLD264$36,8100.01%
465VAIL RESORTS INC COMMTN244$36,4950.01%
466ORMAT TECHNOLOGIES INC COMORA376$36,1900.01%
467VANGUARD CONSUMER STAPLES ETF92204A207165$35,2650.01%
468VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771748$35,1260.01%
469VANGUARD SHORT-TERM TREASURY ETF92206C102592$34,8390.01%
470SCHWAB INTERMEDIATE-TERM US TREASURY ETF8085248541,373$34,5030.01%
471ISHARES U.S. BASIC MATERIALS ETF464287838230$34,0880.01%
472REGENERON PHARMACEUTICALS COMREGN60$33,7360.01%
473SOUNDHOUND AI INC CLASS A COMSOUNW2,044$32,8680.01%
474PRUDENTIAL FINL INC COMPUKPF313$32,4760.01%
475US BANCORP DEL COM NEWUSB-PS668$32,2840.01%
476BARRICK MNG CORP COM SHS06849F108978$32,0490.01%
477BRITISH AMERN TOB PLC SPONSORED ADR110448107602$31,9540.01%
478GENERAL MLS INC COM370334104630$31,7650.01%
479BARCLAYS PLC ADRBCLYF1,534$31,7080.01%
480SUNCOR ENERGY INC NEW COMSU757$31,6500.01%
481LIBERTY MEDIA CORP DEL COM LBTY ONE S AFWONB330$31,4230.01%
482BRISTOL-MYERS SQUIBB CO COMCELG-RI696$31,3920.01%
483TRUIST FINL CORP COM89832Q109668$30,5220.01%
484NEBIUS GROUP N.V. SHS CLASS ANBIS268$30,0880.01%
485WEYERHAEUSER CO MTN BE COM NEWWY1,206$29,8970.01%
486VANGUARD RUSSELL 2000 ETF92206C664303$29,6390.01%
487DOLBY LABORATORIES INC COM CL ADLB408$29,5270.01%
488WEC ENERGY GROUP INC COMWEC252$28,8770.01%
489VANGUARD VALUE ETF922908744154$28,7190.01%
490ARISTA NETWORKS INC COM SHSANET194$28,2680.01%
491DOW INC COMDOW1,229$28,1810.01%
492APOLLO GLOBAL MGMT INC COM03769M106210$27,9870.01%
493EDWARDS LIFESCIENCES CORP COMEW357$27,7640.01%
494FOX CORP CL A COMFOX439$27,6830.01%
495ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887194$27,4510.01%
496GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETFNVGLF320$27,2130.01%
497SMUCKER J M CO COM NEW832696405250$27,1500.01%
498VALE S A SPONSORED ADSVALE2,483$26,9650.01%
499INVESCO S&P GLOBAL WATER INDEX ETFIVZ411$26,4030.01%
500WASTE CONNECTIONS INC COMWCN150$26,3700.01%