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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

Planned Solutions, Inc.

Quarter ended Q3 2024 · Filed October 9, 2024 · Accession 0001831332-24-000007

Total Value
$249.1M
Positions
662
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANECK MORNINGSTAR WIDE MOAT ETF92189F643297,069$28.8M11.57%
2SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF808524771344,981$24.8M9.95%
3ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150146,775$18.4M7.41%
4JPMORGAN INCOME ETF46641Q159313,172$14.5M5.84%
5VANGUARD INTERMEDIATE-TERM BOND ETF921937819158,108$12.4M4.98%
6JP MORGAN US VALUE FACTOR ETF46641Q753249,306$10.9M4.36%
7INVESCO S&P 500 GARP ETFIVZ103,766$10.9M4.36%
8VANGUARD FTSE DEVELOPED MARKETS ETF921943858202,381$10.7M4.29%
9INVESCO QQQ TRUST SERIES IIVZ18,289$8.9M3.59%
10ISHARES CORE MSCI EAFE ETF46432F84287,292$6.8M2.74%
11SCHWAB U.S. SMALL-CAP ETF808524607117,190$6.0M2.42%
12APPLE INC COMAAPL20,142$4.7M1.89%
13ELASTIC N V ORD SHSESTC54,740$4.2M1.69%
14INVESCO S&P 500 PURE VALUE ETFIVZ45,422$4.0M1.62%
15ILLINOIS TOOL WKS INC COM45230810913,000$3.4M1.37%
16ISHARES MSCI GLOBAL ENERGY PRODUCERS ETF464286343112,175$2.8M1.12%
17ELI LILLY & CO COMLLY2,913$2.6M1.04%
18SCHWAB U.S. BROAD MARKET ETF80852410236,308$2.4M0.97%
19ILLINOIS TOOL WKS INC COM4523081098,157$2.1M0.86%
20MICROSOFT CORP COMMSFT4,443$1.9M0.77%
21ISHARES RUSSELL 2000 ETF4642876556,999$1.5M0.62%
22NVIDIA CORPORATION COMNVDA11,865$1.4M0.58%
23META PLATFORMS INC CL AMETA1,906$1.1M0.44%
24ISHARES EDGE MSCI USA MOMENTUM FACTOR ETF46432F3965,353$1.1M0.44%
25SCHWAB INTERNATIONAL EQUITY ETF80852480525,996$1.1M0.43%
26ISHARES U.S. EQUITY FACTOR ETF46434V28217,970$1.1M0.42%
27ISHARES SELECT DIVIDEND ETF4642871687,763$1.0M0.42%
28ISHARES S&P 500 GROWTH ETF4642873099,696$928,3920.37%
29BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,915$881,3980.35%
30ISHARES CORE S&P 500 ETF4642872001,489$859,0030.35%
31INTERNATIONAL BUSINESS MACHS COMINTR3,767$832,7990.33%
32PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND72201R8338,253$830,9900.33%
33SCHWAB SHORT-TERM US TREASURY ETF80852486216,215$794,2300.32%
34VANECK MORNINGSTAR INTERNATIONAL MOAT ETF92189F59322,498$788,4450.32%
35ISHARES TIPS BOND ETF4642871767,098$784,1160.32%
36ISHARES GNMA BOND ETF46429B33317,335$776,4330.31%
37ALPHABET INC CAP STK CL CGOOG4,273$714,4030.29%
38JOHNSON & JOHNSON COMJNJ4,370$708,1340.28%
39ISHARES CORE S&P MID-CAP ETF46428750710,890$678,6760.27%
40PROCTER AND GAMBLE CO COM7427181093,838$664,7220.27%
41ISHARES INTERNATIONAL SELECT DIVIDEND ETF46428844820,947$633,2130.25%
42ISHARES CORE U.S. AGGREGATE BOND ETF4642872266,176$625,4360.25%
43VANGUARD VALUE ETF9229087443,563$621,9930.25%
44MCDONALDS CORP COMMCD2,015$613,5880.25%
45ISHARES 0-3 MONTH TREASURY BOND ETF46436E7185,961$600,3920.24%
46SCHWAB US DIVIDEND EQUITY ETF8085247976,493$548,8380.22%
47ISHARES S&P MID-CAP 400 GROWTH ETF4642876065,884$540,9160.22%
48COSTCO WHSL CORP NEW COM22160K105584$517,4810.21%
49ARISTA NETWORKS INC COMANET1,331$510,8640.21%
50JPMORGAN CHASE & CO. COMVYLD2,343$494,0450.20%
51WALMART INC COMWMT6,040$487,7610.20%
52D R HORTON INC COM23331A1092,554$487,2270.20%
53VANGUARD DIVIDEND APPRECIATION ETF9219088442,423$479,9140.19%
54EXXON MOBIL CORP COMXOM4,089$479,3130.19%
55SPDR S&P 500 ETF TRUSTSPY833$478,0850.19%
56CHEVRON CORP NEW COMCVX3,196$470,6660.19%
57AXON ENTERPRISE INC COMAXON1,171$467,9320.19%
58VISA INC COM CL AV1,672$459,6150.18%
59MERCK & CO INC COMMRK4,001$454,3540.18%
60ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872423,942$445,3670.18%
61PULTE GROUP INC COM7458671013,057$438,7710.18%
62INTUIT COMINTU672$417,3120.17%
63CISCO SYS INC COMCSCO6,872$365,7280.15%
64SANOFI SPONSORED ADRSNYNF6,218$358,3430.14%
65THERMO FISHER SCIENTIFIC INC COMTMO567$350,7290.14%
66ADOBE INC COMADBE669$346,3950.14%
67PUBLIC STORAGE OPER CO COMPSA-PS947$344,5850.14%
68NUCOR CORP COMNUE2,144$322,3290.13%
69TEXAS INSTRS INC COM8825081041,538$317,7050.13%
70SCHWAB EMERGING MARKETS EQUITY ETF80852470610,509$306,6520.12%
71BANK AMERICA CORP COM0605051047,698$305,4700.12%
72CAL MAINE FOODS INC COM NEWCALM4,060$303,8500.12%
73GOLDMAN SACHS GROUP INC COMGSCE600$297,0660.12%
74WELLTOWER INC COMWELL2,307$295,3650.12%
75ISHARES DOW JONES U.S. ETF4642878462,106$293,9770.12%
76NOVO-NORDISK A S ADRNONOF2,429$289,2210.12%
77ISHARES S&P 100 ETF4642871011,042$288,3840.12%
78ISHARES MSCI USA QUALITY FACTOR ETF46432F3391,606$287,9560.12%
79SPDR BLACKSTONE SENIOR LOAN ETF78467V6086,877$287,1690.12%
80CF INDS HLDGS INC COM1252691003,279$281,3380.11%
81APPLIED MATLS INC COM0382221051,365$275,7980.11%
82MCKESSON CORP COMMCK553$273,4140.11%
83GARMIN LTD SHSGRMN1,549$272,6700.11%
84ABBOTT LABS COMABLZF2,356$268,6080.11%
85INTEL CORP COMINTC11,444$268,4690.11%
86GILEAD SCIENCES INC COMGILD3,157$264,6830.11%
87TESLA INC COMTSLA1,003$262,4150.11%
88SNAP ON INC COMSNA900$260,7390.10%
89CINCINNATI FINL CORP COM1720621011,909$259,8530.10%
90CATERPILLAR INC COMCAT659$257,7480.10%
91CHUBB LIMITED COMCB893$257,5320.10%
92PACKAGING CORP AMER COM6951561091,188$255,8950.10%
93RIO TINTO PLC SPONSORED ADRRTNTF3,587$255,2870.10%
94VENTAS INC COMVTR3,977$255,0450.10%
95REGENERON PHARMACEUTICALS COMREGN241$253,3490.10%
96VANGUARD HEALTH CARE ETF92204A504895$252,5690.10%
97VERIZON COMMUNICATIONS INC COMVZ5,569$250,1040.10%
98ISHARES S&P 500 VALUE ETF4642874081,267$249,8140.10%
99REGIONS FINANCIAL CORP NEW COMRF-PF10,084$235,2600.09%
100TOTALENERGIES SE SPONSORED ADSTTE3,540$228,7550.09%
101GREEN BRICK PARTNERS INC COMGRBK-PA2,710$226,3390.09%
102VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427753,587$225,9810.09%
103AMERICAN ELEC PWR CO INC COM0255371012,186$224,2840.09%
104TOLL BROTHERS INC COMTOL1,444$223,1070.09%
105JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF47103U8454,319$219,7510.09%
106ISHARES MSCI EAFE ETF4642874652,554$213,5910.09%
107DUKE ENERGY CORP NEW COM NEWDUKB1,852$213,5360.09%
108BHP GROUP LTD SPONSORED ADSBHPLF3,371$209,3730.08%
109VANGUARD INFORMATION TECHNOLOGY ETF92204A702354$207,5020.08%
110REALTY INCOME CORP COMO3,245$205,7980.08%
111MASTERCARD INCORPORATED CL AMA414$204,4330.08%
112EVERCORE INC CLASS AEVR800$202,6720.08%
113HARTFORD FINL SVCS GROUP INC COMHIG-PG1,695$199,3490.08%
114TOYOTA MOTOR CORP ADSTOYOF1,100$196,4270.08%
115VANGUARD TAX-EXEMPT BOND ETF9229077463,835$196,0450.08%
116MERITAGE HOMES CORP COMMTH945$193,7910.08%
117VANGUARD MID-CAP GROWTH ETF922908538793$193,0720.08%
118FASTENAL CO COMFAST2,700$192,8340.08%
119SIMPSON MFG INC COM829073105990$189,3570.08%
120AMAZON COM INC COMAMZN1,015$189,1250.08%
121CONOCOPHILLIPS COMCOP1,786$188,0290.08%
122ISHARES CALIFORNIA MUNI BOND ETF4642883563,200$185,9520.07%
123CADENCE DESIGN SYSTEM INC COMCDNS685$185,6560.07%
124SYNCHRONY FINANCIAL COMSYF-PB3,690$184,0570.07%
125EOG RES INC COMEOG1,470$180,7070.07%
126BLACKSTONE INC COMBX1,166$178,5950.07%
127WELLS FARGO CO NEW COM9497461013,144$177,6050.07%
128PUBLIC SVC ENTERPRISE GRP INC COM7445731061,975$176,1900.07%
129STEEL DYNAMICS INC COMSTLD1,388$174,9990.07%
130ISHARES U.S. HOME CONSTRUCTION ETF4642887521,370$174,1270.07%
131VALERO ENERGY CORP COMVLO1,269$171,3530.07%
132ISHARES MSCI USA VALUE FACTOR ETF46432F3881,570$171,1930.07%
133SHELL PLC SPON ADSRYDAF2,565$169,1620.07%
134SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF8085247632,816$167,7490.07%
135QUALCOMM INC COMQCOM985$167,5640.07%
136STARBUCKS CORP COMSBUX1,682$164,0210.07%
137ALPHABET INC CAP STK CL AGOOG979$162,3670.07%
138AFLAC INC COMAFL1,450$162,1100.07%
139BUCKLE INC COMBKE3,645$160,2710.06%
140SCHWAB U.S. LARGE-CAP VALUE ETF8085244091,960$157,5250.06%
141CONSTELLATION ENERGY CORP COMCEG604$157,0520.06%
142CBOE GLOBAL MKTS INC COM12503M108760$155,7010.06%
143DIMENSIONAL US CORE EQUITY MARKET ETF25434V1043,909$155,1480.06%
144ESSENT GROUP LTD COMESNT2,385$153,3320.06%
145ISHARES RUSSELL 2000 VALUE ETF464287630913$152,3070.06%
146WILLIAMS SONOMA INC COMWSM960$148,7230.06%
147HOLOGIC INC COMHOLX1,814$147,7680.06%
148QUEST DIAGNOSTICS INC COMDGX950$147,4880.06%
149TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100843$146,4040.06%
150MATSON INC COMMATX1,020$145,4720.06%
151TRI POINTE HOMES INC COMTPH3,200$144,9920.06%
152INGREDION INC COMINGR1,055$144,9890.06%
153FINANCIAL SELECT SECTOR SPDR FUND81369Y6053,190$144,5710.06%
154MDU RES GROUP INC COM5526901095,250$143,9030.06%
155ELEVANCE HEALTH INC COMELV275$143,0000.06%
156LOCKHEED MARTIN CORP COMLMT237$138,5410.06%
157CITIZENS FINL GROUP INC COMCIA3,353$137,7080.06%
158UNITED MICROELECTRONICS CORP SPON ADR NEWUMC16,250$136,8250.05%
159AGNICO EAGLE MINES LTD COMAEM1,688$135,9850.05%
160MORGAN STANLEY COM NEWMS-PQ1,295$134,9910.05%
161MICRON TECHNOLOGY INC COMMU1,300$134,8230.05%
162VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8701,604$134,3350.05%
163ISHARES U.S. TECHNOLOGY ETF464287721878$133,1220.05%
164COCA COLA CO COMKO1,850$132,9410.05%
165INVESCO S&P ULTRA DIVIDEND REVENUE ETFIVZ2,646$132,1360.05%
166NOVARTIS AG SPONSORED ADRNVSEF1,145$131,6980.05%
167PHILLIPS 66 COMPSX980$128,8210.05%
168NVR INC COMNVR13$127,5530.05%
169HOST HOTELS & RESORTS INC COMHST7,175$126,2800.05%
170EASTMAN CHEM CO COMEMN1,100$123,1450.05%
171TOPBUILD CORP COMBLD300$122,0430.05%
172STATE STR CORP COMSTT-PG1,375$121,6460.05%
173NETFLIX INC COMNFLX171$121,2850.05%
174CRH PLC ORDCRH1,300$120,5620.05%
175SOUTHERN COPPER CORP COMSCCO1,040$120,2970.05%
176PERDOCEO ED CORP COMPRDO5,405$120,2070.05%
177ASML HOLDING N V N Y REGISTRY SHSASMLF144$119,9880.05%
178ORACLE CORP COMORCL-PD700$119,2800.05%
179SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF8085247553,159$118,0520.05%
180VANGUARD TOTAL CORPORATE BOND ETF92206C5731,478$117,2050.05%
181LENNAR CORP CL BLEN-B675$116,7350.05%
182ACCENTURE PLC IRELAND SHS CLASS AACN330$116,6480.05%
183JPMORGAN ULTRA-SHORT INCOME ETF46641Q8372,260$114,6720.05%
184HOULIHAN LOKEY INC CL AHLI722$114,0900.05%
185VANGUARD SMALL-CAP ETF922908751478$113,3860.05%
186COPART INC COMCPRT2,160$113,1840.05%
187ROPER TECHNOLOGIES INC COMROP203$112,9570.05%
188FIRST FINL BANCORP OH COM3202091094,415$111,3900.04%
189PEPSICO INC COMPEP649$110,3620.04%
190UNITED RENTALS INC COMURI135$109,3140.04%
191SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF8085247891,535$108,0180.04%
192PVH CORPORATION COMPVH1,065$107,3840.04%
193LYONDELLBASELL INDUSTRIES N V SHS - A -LYB1,115$106,9290.04%
194ISHARES MSCI EMERGING MARKETS ETF4642872342,325$106,6250.04%
195INVESCO LARGE CAP VALUE ETFIVZ1,825$106,4360.04%
196SYNOPSYS INC COMSNPS210$106,3420.04%
197SCHWAB U.S. LARGE-CAP ETF8085242011,555$105,5070.04%
198WEYERHAEUSER CO MTN BE COM NEWWY3,065$103,7810.04%
199URBAN EDGE PPTYS COM91704F1044,815$102,9930.04%
200ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6721,978$102,4990.04%
201CLEVELAND-CLIFFS INC NEW COMCLF8,000$102,1600.04%
202JUNIPER NETWORKS INC COM48203R1042,600$101,3480.04%
203SKYWORKS SOLUTIONS INC COMSWKS1,025$101,2390.04%
204FACTSET RESH SYS INC COM303075105220$101,1670.04%
205CAPITAL ONE FINL CORP COM14040H105675$101,0680.04%
206PNC FINL SVCS GROUP INC COM693475105544$100,5580.04%
207BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF9,259$100,3680.04%
208JACKSON FINANCIAL INC COM CL AJXN-PA1,100$100,3530.04%
209PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND72201R8661,872$99,1790.04%
210FIFTH THIRD BANCORP COMFITBM2,300$98,5320.04%
211BANCO SANTANDER S.A. ADRBCDRF19,298$98,4200.04%
212VANGUARD SMALL-CAP GROWTH ETF922908595365$97,5900.04%
213WP CAREY INC COM92936U1091,543$96,1290.04%
214INTUITIVE SURGICAL INC COM NEWISRG195$95,7980.04%
215PACCAR INC COMPCAR965$95,2260.04%
216COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH1,230$94,9310.04%
217ISHARES U.S. INSURANCE ETF464288786731$94,3360.04%
218RELIANCE INC COMRS320$92,5470.04%
219MERCADOLIBRE INC COMMELI45$92,3380.04%
220MYR GROUP INC DEL COMMYRG900$92,0070.04%
221UFP INDUSTRIES INC COMUFPI700$91,8470.04%
222KEYCORP COM4932671085,465$91,5390.04%
223ARCHER DANIELS MIDLAND CO COMADM1,530$91,4020.04%
224HOME DEPOT INC COMHD225$91,1700.04%
225OWENS CORNING NEW COMOC515$90,9080.04%
226ESSEX PPTY TR INC COM297178105305$90,1030.04%
227TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS8816242095,000$90,1000.04%
228VANGUARD S&P 500 ETF922908363170$89,7040.04%
229EAGLE MATLS INC COM26969P108305$87,7330.04%
230MGIC INVT CORP WIS COM5528481033,400$87,0400.03%
231HSBC HLDGS PLC SPON ADR NEWHBCYF1,925$86,9910.03%
232DATADOG INC CL A COMDDOG750$86,2950.03%
233ALLY FINL INC COM02005N1002,380$84,7040.03%
234WESTAMERICA BANCORPORATION COMWABC1,690$83,5200.03%
235SPDR GOLD SHARESGLD338$82,1540.03%
236COMMERCIAL METALS CO COMCMC1,450$79,6920.03%
237SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A8051,129$79,0980.03%
238ISHARES GOLD TRUSTIAU1,591$79,0730.03%
239EAST WEST BANCORP INC COMEWBC955$79,0170.03%
240PHILIP MORRIS INTL INC COM718172109650$78,9100.03%
241VANGUARD GROWTH ETF922908736204$78,3220.03%
242AMPHENOL CORP NEW CL A0320951011,200$78,1920.03%
243PRICE T ROWE GROUP INC COMTROW710$77,3400.03%
244KINDER MORGAN INC DEL COMEP-PC3,499$77,2930.03%
245CENCORA INC COMCOR341$76,7520.03%
246ISHARES COHEN & STEERS REIT ETF4642875641,164$76,6880.03%
247BROADCOM INC COMAVGO440$75,9000.03%
248ISHARES CORE S&P SMALL CAP ETF464287804647$75,6250.03%
249SKECHERS U S A INC CL A8305661051,130$75,6200.03%
250AGCO CORP COMAGCO770$75,3520.03%
251MONDELEZ INTL INC CL A6092071051,011$74,4800.03%
252EQUITY RESIDENTIAL SH BEN INTEQR1,000$74,4600.03%
253ISHARES MSCI USA MIN VOL FACTOR ETF46429B697809$73,8700.03%
254EXELON CORP COMEXC1,814$73,5580.03%
255ISHARES US FINANCIAL SERVICES ETF4642877701,026$72,8860.03%
256KNIFE RIVER CORP COMMON STOCKKNF806$72,0480.03%
257VICI PPTYS INC COM9256521092,154$71,7630.03%
258ALLSTATE CORP COMALL-PJ378$71,6880.03%
259ROYAL CARIBBEAN GROUP COMV7780T103400$70,9440.03%
260VANGUARD CONSUMER STAPLES ETF92204A207321$70,1320.03%
261CBRE GROUP INC CL ACBRE563$70,0820.03%
262MOTLEY FOOL GLOBAL OPPORTUNITIES ETF74933W6352,123$67,3310.03%
263SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF8085247302,056$66,3470.03%
264CME GROUP INC COMCME300$66,1950.03%
265M & T BK CORP COM55261F104370$65,9040.03%
266CORCEPT THERAPEUTICS INC COMCORT1,400$64,7920.03%
267MARATHON OIL CORP COMMARA2,414$64,2850.03%
268AIRBNB INC COM CL AABNB503$63,7850.03%
269SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF78464A1512,072$63,4030.03%
270BADGER METER INC COMBMI290$63,3390.03%
271GROUP 1 AUTOMOTIVE INC COMGPI165$63,2020.03%
272CUMMINS INC COMCMI195$63,1390.03%
273ISHARES S&P SMALL-CAP 600 VALUE ETF464287879586$63,1230.03%
274GENPACT LIMITED SHSG1,605$62,9320.03%
275DORIAN LPG LTD SHS USDLPG1,815$62,4720.03%
276PFIZER INC COMPFE2,149$62,1840.02%
277NEXTERA ENERGY INC COMNEE-PW732$61,8760.02%
278VICTORY CAP HLDGS INC COM CL A92645B1031,110$61,4940.02%
279DANAOS CORPORATION SHSDAC700$60,7180.02%
280BOISE CASCADE CO DEL COMBCC430$60,6210.02%
281REPUBLIC SVCS INC COM760759100300$60,2520.02%
282INFOSYS LTD SPONSORED ADRINFY2,700$60,1290.02%
283QUANTA SVCS INC COM74762E102200$59,6300.02%
284AIR PRODS & CHEMS INC COMAIIR200$59,5480.02%
285GENERAL MLS INC COM370334104800$59,0800.02%
286UNILEVER PLC SPON ADR NEWUNLYF900$58,4640.02%
287ISHARES S&P GLOBAL CLEAN ENERGY INDEX4642882243,944$57,9430.02%
288THOR INDS INC COM885160101525$57,6920.02%
289ANTERO RESOURCES CORP COMAR2,000$57,3000.02%
290DISNEY WALT CO COM254687106582$55,9830.02%
291HIGHWOODS PPTYS INC COM4312841081,665$55,7940.02%
292COLUMBIA SPORTSWEAR CO COMCOLM670$55,7370.02%
293ISHARES RUSSELL MID-CAP VALUE ETF464287473420$55,5450.02%
294ISHARES U.S. ENERGY ETF4642877961,195$55,3760.02%
295ISHARES U.S. MEDICAL DEVICES ETF464288810900$53,2980.02%
296GLOBAL PMTS INC COM37940X102515$52,7460.02%
297PAYPAL HLDGS INC COMPYPL671$52,3580.02%
298MICROCHIP TECHNOLOGY INC. COMMCHPP650$52,1890.02%
299CITIGROUP INC COM NEWC-PR832$52,0830.02%
300FRANKLIN RESOURCES INC COMBEN2,524$50,8590.02%
301UNITED PARCEL SERVICE INC CL BUPS370$50,4460.02%
302STANDARD MTR PRODS INC COM8536661051,510$50,1320.02%
303BANK OZK LITTLE ROCK ARK COMOZKAP1,163$49,9970.02%
304WORKDAY INC CL AWDAY200$48,8820.02%
305RESMED INC COMRSMDF200$48,8240.02%
306VANGUARD EXTENDED MARKET ETF922908652267$48,5910.02%
307NETAPP INC COMNTAP385$47,5510.02%
308ENERGY TRANSFER L P COM UT LTD PTNET-PI2,931$47,0430.02%
309CARRIER GLOBAL CORPORATION COMCARR580$46,6840.02%
310SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF8085247481,220$46,5430.02%
311FEDERATED HERMES INC CL BFHI1,240$45,5950.02%
312ROBERT HALF INC. COMRHI675$45,5020.02%
313SEMPRA COMSREA540$45,1600.02%
314HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF1,380$43,7870.02%
315HEALTH CARE SELECT SECTOR SPDR FUND81369Y209283$43,5520.02%
316KRAFT HEINZ CO COMKHC1,231$43,2200.02%
317RTX CORPORATION COMRTX356$43,1330.02%
318TEREX CORP NEW COMTEX800$42,3280.02%
319ISHARES RUSSELL 1000 GROWTH ETF464287614112$42,1510.02%
320PROLOGIS INC. COMPLDGP331$41,7820.02%
321SHUTTERSTOCK INC COMSSTK1,165$41,2060.02%
322PG&E CORP COMPCG-PX2,076$41,0430.02%
323KEYSIGHT TECHNOLOGIES INC COMKEYS255$40,5270.02%
324ON SEMICONDUCTOR CORP COMON550$39,9360.02%
325PROSPERITY BANCSHARES INC COMPB550$39,6390.02%
326FS KKR CAP CORP COMFSK2,000$39,4600.02%
327INVESCO WATER RESOURCES ETFIVZ553$39,0090.02%
328TAYLOR MORRISON HOME CORP COMTMHC555$38,9940.02%
329MOSAIC CO NEW COMMOS1,455$38,9650.02%
330BIOGEN INC COMBIIB200$38,7680.02%
331HUNTINGTON BANCSHARES INC COMHBANP2,625$38,5880.02%
332ENBRIDGE INC COMENNPF945$38,3760.02%
333EXPEDITORS INTL WASH INC COM302130109290$38,1060.02%
334DEFIANCE CONNECTIVE TECHNOLOGIES ETF26922A289878$38,0880.02%
335VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409473$37,5660.02%
336ISHARES CORE MSCI EMERGING MARKETS ETF46434G103642$36,8570.01%
337HEALTHPEAK PROPERTIES INC COMDOC1,590$36,3630.01%
338LABCORP HOLDINGS INC COM SHSLH162$36,2040.01%
339VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407718$36,1010.01%
340UNITED STS LIME & MINERALS INC COMUNTCW365$35,6460.01%
341METLIFE INC COMMET-PF432$35,5970.01%
342FEDEX CORP COMFDX126$34,4840.01%
343INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704250$33,8600.01%
344ISHARES U.S. REGIONAL BANKS ETF464288778711$33,8010.01%
345AMERICAN EXPRESS CO COMAXP124$33,6290.01%
346AMGEN INC COMAMGN104$33,5100.01%
347ISHARES FLOATING RATE BOND ETF46429B655649$33,1250.01%
348ISHARES GLOBAL TECH ETF464287291401$33,0950.01%
349WEST PHARMACEUTICAL SVSC INC COM955306105110$33,0180.01%
350ABBVIE INC COMABBV167$32,9790.01%
351IDEX CORP COM45167R104150$32,1750.01%
352DISCOVER FINL SVCS COM254709108226$31,7060.01%
353AKAMAI TECHNOLOGIES INC COMAKAM310$31,2950.01%
354INVESCO S&P 500 PURE GROWTH ETFIVZ780$30,6310.01%
355TIMBERLAND BANCORP INC COMTSBK1,000$30,2600.01%
356AFFIRM HLDGS INC COM CL AAFRM737$30,0840.01%
357INVESCO S&P 500 EQUAL WEIGHT ETFIVZ166$29,7410.01%
358MEDICAL PPTYS TRUST INC COM58463J3045,015$29,3380.01%
359SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A3911,355$28,8210.01%
360ISHARES CORE TOTAL USD BOND MARKET ETF46434V613603$28,4130.01%
361CINTAS CORP COMCTAS136$28,0000.01%
362ETHAN ALLEN INTERIORS INC COMETD860$27,4250.01%
363CARNIVAL CORP PAIRED CTFCUKPF1,452$26,8390.01%
364AT&T INC COMT-PC1,199$26,3840.01%
365ALTRIA GROUP INC COMMO500$25,5200.01%
366ATKORE INC COMATKR295$24,9980.01%
367NORFOLK SOUTHN CORP COM655844108100$24,8500.01%
368CHART INDS INC COM16115Q308200$24,8280.01%
369DIAGEO PLC SPON ADR NEWDGEAF175$24,5600.01%
370AVANTIS U.S. SMALL CAP VALUE ETF025072877255$24,4670.01%
371ENTERPRISE PRODS PARTNERS L P COM293792107828$24,1030.01%
372INVESCO VARIABLE RATE PREFERRED ETFIVZ983$24,0440.01%
373GLOBAL SHIP LEASE INC NEW COM CL AGSL-PB900$23,9850.01%
374COMMUNITY TR BANCORP INC COM204149108455$22,5950.01%
375KNIGHT-SWIFT TRANSN HLDGS INC CL A499049104418$22,5510.01%
376VANGUARD TOTAL BOND MARKET ETF921937835298$22,3830.01%
377JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF46654Q724358$21,8880.01%
378ISHARES EMERGING MARKETS DIVIDEND ETF464286319756$21,6970.01%
379OFG BANCORP COMOFG480$21,5620.01%
380VANGUARD TOTAL STOCK MARKET ETF92290876976$21,5200.01%
381RYERSON HLDG CORP COMRYZ1,075$21,4030.01%
382BROOKFIELD CORP CL A LTD VT SH11271J107400$21,2600.01%
383CONSOL ENERGY INC NEW COM20854L108200$20,9300.01%
384GALLAGHER ARTHUR J & CO COM36357610974$20,8210.01%
385STRYKER CORPORATION COMSYK57$20,5920.01%
386FLEX LNG LTD SHSFLNG800$20,3520.01%
387SOUTHERN CO COMSOMN222$20,0200.01%
388LIQUIDIA CORPORATION COM NEWLQDA2,000$20,0000.01%
389KENVUE INC COMKVUE864$19,9840.01%
390COMCAST CORP NEW CL ACCZ473$19,7570.01%
391KYNDRYL HLDGS INC COMMON STOCKKD849$19,5100.01%
392OTIS WORLDWIDE CORP COMOTIS186$19,3340.01%
393SONOCO PRODS CO COM835495102353$19,2840.01%
394ENI S P A SPONSORED ADR26874R108635$19,2470.01%
395ATLAS ENERGY SOLUTIONS INC COM NEWAESI875$19,0750.01%
396ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN01881G106541$18,8750.01%
397CLEANSPARK INC COM NEWCLSKW2,000$18,6800.01%
398SCHWAB U.S. LARGE-CAP GROWTH ETF808524300179$18,6480.01%
399INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ353$18,4020.01%
400SPROTT PHYSICAL GOLD & SILVER TR UNITSII750$18,3680.01%
401BLACKROCK INC COMBLK19$18,0410.01%
402ZIM INTEGRATED SHIPPING SERV SHSZIM700$17,9620.01%
403STAG INDL INC COM85254J102450$17,5910.01%
404STELLANTIS N.V SHSSTLA1,201$16,8740.01%
405GARTNER INC COMIT33$16,7230.01%
406INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ758$16,6380.01%
407CNA FINL CORP COM126117100335$16,3950.01%
408GSK PLC SPONSORED ADRGLAXF399$16,3110.01%
409BROOKFIELD INFRAST PARTNERS LP LP INT UNITG16252101450$15,7680.01%
410SEABOARD CORP DEL COMSE5$15,6850.01%
411ISHARES U.S. TELECOMMUNICATIONS ETF464287713597$15,0710.01%
412SPDR PORTFOLIO S&P 500 VALUE ETF78464A508276$14,5890.01%
413BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS113004105300$14,1870.01%
414COSTAMARE INC SHSCMRE-PC900$14,1480.01%
415FIVE BELOW INC COMFIVE160$14,1360.01%
416PONCE FINANCIAL GROUP INC COMMON STOCKPDLB1,203$14,0630.01%
417ASPEN AEROGELS INC COMASPN500$13,8450.01%
418US BANCORP DEL COM NEWUSB-PS300$13,7190.01%
419AEROVIRONMENT INC COMAVAV67$13,4340.01%
420XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF233051630491$13,2030.01%
421FIVE STAR BANCORP COMFSBC440$13,0810.01%
422IRON MTN INC DEL COM46284V101107$12,7150.01%
423FRANCO NEV CORP COMFNV102$12,6740.01%
424ISHARES U.S. REAL ESTATE ETF464287739124$12,6320.01%
425PPL CORP COMPPLC381$12,6030.01%
426SHERWIN WILLIAMS CO COMSHW33$12,5950.01%
427NUVEEN PFD & INCOME OPPORTUNIT COMNU1,545$12,4680.01%
428NNN REIT INC COMNNN256$12,4130.00%
429VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771256$12,0860.00%
430MSC INDL DIRECT INC CL A553530106140$12,0480.00%
431VANECK VECTORS GOLD MINERS ETF92189F106298$11,8660.00%
432ETRACS ALERIAN MLP INDEX ETN CLASS BUSML659$11,8380.00%
433TRACTOR SUPPLY CO COMTSCO40$11,6370.00%
434WALGREENS BOOTS ALLIANCE INC COM9314271081,291$11,5670.00%
435ISHARES US TRANSPORTATION ETF464287192166$11,4700.00%
436NEXTRACKER INC CLASS A COMNXT300$11,2440.00%
437YUM BRANDS INC COMYUM80$11,1770.00%
438GEN DIGITAL INC COMGENVR400$10,9720.00%
439CRESCENT ENERGY COMPANY CL A COMCRGY1,000$10,9500.00%
440VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF92189H300427$10,8460.00%
441SCHWAB 5-10 YEAR CORPORATE BOND ETF808524698234$10,8010.00%
442ZIMMER BIOMET HOLDINGS INC COMZBH100$10,7950.00%
443REGENXBIO INC COMRGNX1,000$10,4900.00%
444CARLISLE COS INC COM14233910023$10,3440.00%
445BLACKROCK ENHANCED EQUITY DIVI COMBLK1,185$10,2500.00%
446SYNOVUS FINL CORP COM NEW87161C501229$10,1840.00%
447CORECARD CORPORATION COM45816D100700$10,1640.00%
448MATERIALS SELECT SECTOR SPDR FUND81369Y100105$10,1200.00%
449GENERAL DYNAMICS CORP COMGD33$9,9730.00%
450HERSHEY CO COMHSY52$9,9730.00%
451VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271878$9,8250.00%
452CALUMET INC COMCLMT550$9,8010.00%
453CENTERPOINT ENERGY INC COMCNP330$9,7090.00%
454INVESCO FTSE RAFI US 1000 ETFIVZ235$9,5480.00%
455SCHWAB US TIPS ETF808524870176$9,4390.00%
456EATON VANCE ENHANCED EQUITY IN COMETN461$9,3260.00%
457NEWMONT CORP COMNEMCL169$9,0330.00%
458ZOETIS INC CL AZTS46$8,9870.00%
459VANGUARD MID-CAP ETF92290862934$8,9700.00%
460PERMA-FIX ENVIRONMENTAL SVCS COM NEW714157203700$8,5890.00%
461TARGET CORP COMTGT55$8,5720.00%
462VALARIS LTD CL AVAL-WT152$8,4740.00%
463INVESCO SENIOR LOAN ETFIVZ390$8,2000.00%
464RITHM CAPITAL CORP COM NEWRITM-PF700$7,9450.00%
465UNION PAC CORP COMUNP32$7,7990.00%
466ADVANCE AUTO PARTS INC COMAAP200$7,7980.00%
467FIRST HORIZON CORPORATION COMFHN-PH500$7,7650.00%
468BERRY CORP COM08579X1011,500$7,7100.00%
469ISHARES PREFERRED & INCOME SECURITIES ETF464288687230$7,6430.00%
470FIRST BANCORP P R COM NEW318672706350$7,4100.00%
471VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768114$7,3800.00%
472VANGUARD TOTAL WORLD STOCK ETF92204274261$7,3020.00%
473WHEATON PRECIOUS METALS CORP COMWPM118$7,2070.00%
474INVENTRUST PPTYS CORP COM NEW46124J201249$7,0640.00%
475PROG HOLDINGS INC COM NPVPRG145$7,0310.00%
476WOLFSPEED INC COMWOLF700$6,7900.00%
477MOTOROLA SOLUTIONS INC COM NEWMSI14$6,2950.00%
478NIKE INC CL BNKE71$6,2760.00%
479PUTNAM MASTER INTER INCOME TR SH BEN INT7469091001,839$6,2330.00%
480INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ149$6,1910.00%
481PEABODY ENERGY CORP COMBTU231$6,1310.00%
482BARRICK GOLD CORP COM067901108306$6,0860.00%
483INVESCO VALUE MUN INCOME TR COMIVZ464$5,9760.00%
484LULULEMON ATHLETICA INC COMLULU22$5,9700.00%
485TYSON FOODS INC CL ATSN100$5,9560.00%
486ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620112$5,8890.00%
487SEABRIDGE GOLD INC COMSA350$5,8770.00%
488HALLIBURTON CO COMHAL200$5,8100.00%
489ISHARES 7-10 YEAR TREASURY BOND ETF46428744058$5,6910.00%
490STRIVE U.S. ENERGY ETF02072L722200$5,6180.00%
491FREEPORT-MCMORAN INC CL BFCX112$5,5710.00%
492ENERGY FUELS INC COM NEWUUUU1,000$5,4900.00%
493OGE ENERGY CORP COMOGE133$5,4560.00%
494HEWLETT PACKARD ENTERPRISE CO COMHPE-PC263$5,3810.00%
495HONEYWELL INTL INC COM43851610626$5,3740.00%
496SUNOCO LP/SUNOCO FIN CORP COM UT REP LPSUN100$5,3680.00%
497GE VERNOVA INC COMGEV21$5,3550.00%
498LENZ THERAPEUTICS INC COMLENZ217$5,1520.00%
499DBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF233051846220$5,1440.00%
500APPLIED INDL TECHNOLOGIES INC COM03820C10523$5,1320.00%