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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

Ellevest, Inc.

Quarter ended Q1 2023 · Filed February 3, 2023 · Accession 0001839882-23-002927

Total Value
$1.19B
Positions
1,868
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL STOCK MARKET INDEX FUND9229087691,209,353$231.2M19.81%
2VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,752,587$115.5M9.90%
3ISHARES NATIONAL MUNI BOND ETF464288414624,862$65.9M5.65%
4VANGUARD FTSE EMERGING MARKETS ETF9220428581,315,393$51.3M4.39%
5ISHARES ESG AWARE MSCI EAFE ETF46435G516672,311$44.2M3.79%
6ISHARES ESG AWARE MSCI EM ETF46434G8631,309,095$39.4M3.37%
7ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158347,760$36.3M3.11%
8VANGUARD TOTAL STOCK MARKET ETF922908769183,565$35.1M3.01%
9VANGUARD VALUE INDEX FUND922908744248,083$34.8M2.98%
10VANGUARD FTSE DEVELOPED MARKETS ETF921943858563,337$23.6M2.03%
11VANGUARD TOTAL BOND MARKET INDEX FUND921937835327,309$23.5M2.01%
12VANGUARD SMALL-CAP INDEX FUND922908751124,304$22.8M1.95%
13ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158218,621$22.8M1.95%
14VANGUARD MID-CAP INDEX FUND92290862997,630$19.9M1.70%
15ISHARES MSCI USA ESG SELECT ETF464288802208,958$17.2M1.47%
16VANGUARD FTSE EMERGING MARKETS ETF922042858391,267$15.3M1.31%
17APPLE INC COMAAPL102,914$13.4M1.15%
18ISHARES NATIONAL MUNI BOND ETF464288414119,938$12.7M1.08%
19VANGUARD MID-CAP VALUE INDEX FUND92290851288,135$11.9M1.02%
20VANGUARD TOTAL BOND MARKET ETF921937835151,439$10.9M0.93%
21SCHWAB U.S. BROAD MARKET ETF808524102228,355$10.2M0.88%
22VANGUARD SMALL-CAP VALUE INDEX FUND92290861159,344$9.4M0.81%
23VANGUARD VALUE ETF92290874465,657$9.2M0.79%
24VANGUARD SHORT-TERM BOND INDEX FUND921937827114,215$8.6M0.74%
25VANECK HIGH YIELD MUNI ETF92189H409164,629$8.3M0.71%
26ISHARES CORE MSCI EAFE ETF46432F842122,682$7.6M0.65%
27WISDOMTREE FLOATING RATE TREASURY FUNDWT149,105$7.5M0.64%
28VANGUARD REAL ESTATE ETF92290855388,402$7.3M0.62%
29Vanguard Global ex-U.S. Real Estate Index Fund ETF Shares922042676167,170$6.9M0.59%
30VANGUARD SHORT-TERM BOND ETF92193782786,300$6.5M0.56%
31MICROSOFT CORP COMMSFT25,960$6.2M0.53%
32ISHARES CORE S&P 500 ETF46428720015,155$5.8M0.50%
33META PLATFORMS INC CL AMETA44,639$5.4M0.46%
34VANGUARD SMALL-CAP ETF92290875126,899$4.9M0.42%
35OAK STR HEALTH INC COM67181A107219,685$4.7M0.40%
36VANGUARD MID-CAP ETF92290862921,611$4.4M0.38%
37INVESCO FTSE RAFI US 1000 ETFIVZ27,403$4.3M0.36%
38VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF92189H300174,932$4.2M0.36%
39SPDR S&P 500 ETF TRUSTSPY10,852$4.2M0.36%
40SPDR BLOOMBERG HIGH YIELD BOND ETF78468R62244,688$4.0M0.34%
41ISHARES CORE MSCI EMERGING MARKETS ETF46434G10381,774$3.8M0.33%
42NETFLIX INC COMNFLX12,857$3.8M0.32%
43ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828144,490$3.8M0.32%
44ISHARES MSCI USA ESG SELECT ETF46428880240,143$3.3M0.28%
45VANGUARD SMALL CAP VALUE ETF92290861117,896$2.8M0.24%
46SCHWAB U.S. TIPS ETF80852487046,760$2.4M0.21%
47AMAZON COM INC COMAMZN28,324$2.4M0.20%
48ISHARES CORE S&P MID-CAP ETF4642875079,158$2.2M0.19%
49ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U85364,153$2.2M0.19%
50VANGUARD MID-CAP VALUE ETF92290851215,703$2.1M0.18%
51ISHARES CORE S&P SMALL CAP ETF46428780422,166$2.1M0.18%
52ALPHABET INC CAP STK CL AGOOG22,656$2.0M0.17%
53VANGUARD GROWTH ETF9229087368,862$1.9M0.16%
54ISHARES RUSSELL MIDCAP ETF46428749927,901$1.9M0.16%
55ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF46428828121,615$1.8M0.16%
56UNITEDHEALTH GROUP INC COMUNH3,404$1.8M0.15%
57MERCK & CO INC COMMRK15,155$1.7M0.14%
58ISHARES RUSSELL 1000 VALUE ETF46428759810,154$1.5M0.13%
59SCHWAB US TIPS ETF80852487026,274$1.4M0.12%
60DOORDASH INC CL ADASH27,640$1.3M0.12%
61NOVO-NORDISK A S ADRNONOF9,691$1.3M0.11%
62ALPHABET INC CAP STK CL CGOOG14,462$1.3M0.11%
63VANGUARD REAL ESTATE ETF92290855315,411$1.3M0.11%
64ADOBE SYSTEMS INCORPORATED COMADBE3,752$1.3M0.11%
65VISA INC COM CL AV5,841$1.2M0.10%
66EDISON INTL COM28102010717,733$1.1M0.10%
67AFFIRM HLDGS INC COM CL AAFRM115,259$1.1M0.10%
68SAP SE SPON ADRSAPGF10,603$1.1M0.09%
69GENERAL MLS INC COM37033410412,344$1.0M0.09%
70HUBSPOT INC COMHUBS3,545$1.0M0.09%
71VANGUARD S&P 500 ETF9229083632,896$1.0M0.09%
72AMGEN INC COMAMGN3,758$987,0010.08%
73BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,152$973,6530.08%
74ASTRAZENECA PLC SPONSORED ADRAZN14,352$973,0660.08%
75SPDR PORTFOLIO S&P 500 VALUE ETF78464A50824,927$969,4210.08%
76MASTERCARD INCORPORATED CL AMA2,775$964,9510.08%
77GILEAD SCIENCES INC COMGILD10,973$942,0320.08%
78LAUDER ESTEE COS INC CL A5184391043,785$939,0960.08%
79NOVARTIS AG SPONSORED ADRNVSEF10,325$936,6840.08%
80AUTOMATIC DATA PROCESSING INC COMADP3,918$935,7480.08%
81SONY GROUP CORPORATION SPONSORED ADRSNEJF12,219$932,0650.08%
82HOME DEPOT INC COMHD2,925$923,8820.08%
83BRISTOL-MYERS SQUIBB CO COMCELG-RI12,774$919,1070.08%
84ATMOS ENERGY CORP COMATO8,183$917,0690.08%
85LILLY ELI & CO COMLLY2,495$912,7800.08%
86VERIZON COMMUNICATIONS INC COMVZ22,431$883,7870.08%
87COPA HOLDINGS SA CL ACPA10,538$876,4450.08%
88MONDELEZ INTL INC CL A60920710512,631$841,8300.07%
89VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267619,501$806,1890.07%
90RELIANCE STEEL & ALUMINUM CO COMRS3,955$800,6500.07%
91VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277515,857$795,0570.07%
92THERMO FISHER SCIENTIFIC INC COMTMO1,402$772,1180.07%
93S&P GLOBAL INC COMSPGI2,299$769,9490.07%
94DIAGEO PLC SPON ADR NEWDGEAF4,248$756,9510.06%
95GOLDMAN SACHS GROUP INC COMGSCE2,204$756,6870.06%
96DT MIDSTREAM INC COMMON STOCKDTM13,571$749,9330.06%
97ABBOTT LABS COMABLZF6,691$734,6360.06%
98PFIZER INC COMPFE14,188$726,9970.06%
99ISHARES RUSSELL 1000 ETF4642876223,382$711,9790.06%
100AGILENT TECHNOLOGIES INC COMA4,721$706,4980.06%
101THE TRADE DESK INC COM CL A88339J10515,624$700,4240.06%
102KIMBERLY-CLARK CORP COMKMB5,049$685,4090.06%
103MICROCHIP TECHNOLOGY INC. COMMCHPP9,717$682,6190.06%
104MSCI INC COMMSCI1,461$679,6130.06%
105TJX COS INC NEW COM8725401098,312$661,6730.06%
106SCHWAB CHARLES CORP COMSCHW-PJ7,925$659,8360.06%
107ACCENTURE PLC IRELAND SHS CLASS AACN2,466$658,0270.06%
108MARSH & MCLENNAN COS INC COM5717481023,973$657,4520.06%
109SPDR PORTFOLIO EMERGING MARKETS ETF78463X50919,400$639,4240.05%
110MAGNOLIA OIL & GAS CORP CL AMGY26,955$632,0950.05%
111DANAHER CORPORATION COM2358511022,378$631,1690.05%
112KLA CORP COM NEWKLAC1,670$629,6400.05%
113ELEVANCE HEALTH INC COMELV1,220$625,8230.05%
114NIKE INC CL BNKE5,209$609,5050.05%
115INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ29,622$606,8150.05%
116INVESCO BULLETSHARES 2023 CORPORATE BOND ETFIVZ28,763$603,4570.05%
117INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ29,582$595,7880.05%
118RELX PLC SPONSORED ADRRLXXF21,291$590,1870.05%
119CIGNA CORP NEW COM1255231001,781$590,1170.05%
120PROLOGIS INC. COMPLDGP5,117$576,8390.05%
121INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ30,181$571,1720.05%
122COMCAST CORP NEW CL ACCZ16,247$568,1410.05%
123EDWARDS LIFESCIENCES CORP COMEW7,534$562,1120.05%
124DISNEY WALT CO COM2546871066,447$560,1150.05%
125ING GROEP N.V. SPONSORED ADRINGVF45,532$554,1240.05%
126METLIFE INC COMMET-PF7,649$553,5580.05%
127ISHARES RUSSELL 1000 GROWTH ETF4642876142,555$547,3870.05%
128QUANTA SVCS INC COM74762E1023,837$546,7730.05%
129SANOFI SPONSORED ADRSNYNF11,148$539,8980.05%
130FULLER H B CO COMFUL7,487$536,2190.05%
131AT&T INC COMT-PC28,725$528,8210.05%
132INTUITIVE SURGICAL INC COM NEWISRG1,978$524,8620.04%
133SITIO ROYALTIES CORP CLASS A COM82983N10818,073$521,4060.04%
134CINTAS CORP COMCTAS1,151$519,8150.04%
135GARTNER INC COMIT1,534$515,6390.04%
136NUCOR CORP COMNUE3,902$514,3230.04%
137PRUDENTIAL FINL INC COMPUKPF5,093$506,5500.04%
138COSTCO WHSL CORP NEW COM22160K1051,104$503,8650.04%
139INTUIT COMINTU1,286$500,5370.04%
140SM ENERGY CO COMSM14,356$500,0190.04%
141SPX TECHNOLOGIES INC COMSPXC7,555$495,9860.04%
142INTERNATIONAL FLAVORS&FRAGRANC COM4595061014,680$490,6510.04%
143DEERE & CO COMDE1,141$489,1310.04%
144PEPSICO INC COMPEP2,707$489,0750.04%
145INTERNATIONAL BUSINESS MACHS COMINTR3,470$488,8880.04%
146IDEX CORP COM45167R1042,128$485,8860.04%
147OTIS WORLDWIDE CORP COMOTIS6,047$473,5410.04%
148INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ24,925$473,4540.04%
149INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ23,796$466,7490.04%
150INVESCO BULLETSHARES 2029 CORPORATE BOND ETFIVZ25,970$461,6220.04%
151DUPONT DE NEMOURS INC COMDD6,723$461,3990.04%
152REGIONS FINANCIAL CORP NEW COMRF-PF21,386$461,0820.04%
153FORTIVE CORP COMFTV7,116$457,2030.04%
154SOUTH JERSEY INDS INC COM83851810812,745$452,8300.04%
155MARVELL TECHNOLOGY INC COMMRVL12,211$452,2950.04%
156AMERICAN EXPRESS CO COMAXP3,060$452,1150.04%
157PNC FINL SVCS GROUP INC COM6934751052,855$450,9190.04%
158TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF28,903$450,8870.04%
159NVENT ELECTRIC PLC SHSNVT11,694$449,8680.04%
160REALTY INCOME CORP COMO7,063$448,0060.04%
161HUBBELL INC COMHUBB1,900$445,8920.04%
162ISHARES MSCI FRONTIER AND SELECT EM ETF46428614517,393$442,9990.04%
163GSK PLC SPONSORED ADRGLAXF12,531$440,3390.04%
164PRINCIPAL FINANCIAL GROUP INC COMPFG5,242$439,9090.04%
165VANGUARD ESG U.S. STOCK ETF9219107336,664$438,8710.04%
166D R HORTON INC COM23331A1094,919$438,4800.04%
167ITT INC COMITT5,337$432,8310.04%
168INVESCO BULLETSHARES 2030 CORPORATE BOND ETFIVZ27,071$432,2250.04%
169VERISK ANALYTICS INC COMVRSK2,448$431,8200.04%
170BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF71,814$431,6020.04%
171PATTERSON-UTI ENERGY INC COMPTEN25,626$431,5420.04%
172CDW CORP COMCDW2,413$430,9140.04%
173LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF195,398$429,8760.04%
174INVESCO BULLETSHARES 2031 CORPORATE BOND ETFIVZ27,224$428,7760.04%
175GRAINGER W W INC COM384802104767$426,6440.04%
176AFLAC INC COMAFL5,926$426,3160.04%
177AMERICAN INTL GROUP INC COM NEW0268747846,604$417,6370.04%
178DHT HOLDINGS INC SHS NEWDHT46,915$416,6050.04%
179BOSTON SCIENTIFIC CORP COMBSX8,964$414,7640.04%
180ROYAL GOLD INC COMRGLD3,678$414,5840.04%
181PAYCHEX INC COMPAYX3,581$413,8200.04%
182INTERPUBLIC GROUP COS INC COMINTR12,353$411,4780.04%
183SERVICENOW INC COMNOW1,052$408,4600.03%
184DOLLAR GEN CORP NEW COM2566771051,651$406,5590.03%
185KEYCORP COM49326710823,151$403,2900.03%
186BLOCK INC CL ABSQKZ6,347$398,8450.03%
187LATTICE SEMICONDUCTOR CORP COMLSCC6,134$397,9740.03%
188DEXCOM INC COMDXCM3,498$396,1140.03%
189AVERY DENNISON CORP COMAVY2,187$395,8470.03%
190PROGRESSIVE CORP COM7433151033,038$394,0590.03%
191UBER TECHNOLOGIES INC COMUBER15,933$394,0230.03%
192PROCTER AND GAMBLE CO COM7427181092,594$393,1690.03%
193T-MOBILE US INC COMTMUSZ2,794$391,1600.03%
194FISERV INC COMFISV3,867$390,8380.03%
195ISHARES MSCI EAFE ETF4642874655,940$389,9090.03%
196TARGET CORP COMTGT2,604$388,1010.03%
197BANK NEW YORK MELLON CORP COM0640581008,498$386,8290.03%
198ALEXANDRIA REAL ESTATE EQ INC COM0152711092,611$380,3440.03%
199HUNT J B TRANS SVCS INC COM4456581072,180$380,1050.03%
200HP INC COMHPQ13,978$375,5890.03%
201PRUDENTIAL PLC ADRPUKPF13,548$372,2990.03%
202WILLSCOT MOBIL MINI HLDNG CORP COM CL AWSC8,225$371,5230.03%
203INVESCO BULLETSHARES 2032 CORPORATE BOND ETFIVZ18,648$370,9090.03%
204BIOGEN INC COMBIIB1,337$370,2420.03%
205MKS INSTRS INC COMMKSI4,368$370,1010.03%
206MCDONALDS CORP COMMCD1,402$369,3740.03%
207PAYPAL HLDGS INC COMPYPL5,176$368,6350.03%
208SALESFORCE INC COMCRM2,777$368,2020.03%
209JABIL INC COMJBL5,375$366,5750.03%
210AECOM COMACM4,312$366,2180.03%
211CORNING INC COMGLW11,433$365,1820.03%
212CROWN CASTLE INC COMCCI2,684$364,0270.03%
213OMNICOM GROUP INC COMOMC4,449$362,8720.03%
214VANGUARD SMALL-CAP GROWTH ETF9229085951,809$362,7770.03%
215CHUBB LIMITED COMCB1,642$362,2250.03%
216WPP PLC NEW ADRWPPGF7,318$359,7530.03%
217ISHARES MSCI EMERGING MARKETS ETF4642872349,465$358,7140.03%
218SCHWAB U.S. SMALL-CAP ETF8085246078,744$354,2170.03%
219CAMPBELL SOUP CO COMCPB6,200$351,8500.03%
220ISHARES S&P 500 VALUE ETF4642874082,423$351,4720.03%
221MCCORMICK & CO INC COM NON VTGMKC-V4,229$350,5420.03%
222SCORPIO TANKERS INC SHSSTNG6,498$349,3970.03%
223VERTEX PHARMACEUTICALS INC COMVRTX1,196$345,3810.03%
224BOOKING HOLDINGS INC COMBKNG170$342,5980.03%
225ISHARES RUSSELL 2000 ETF4642876551,913$333,5930.03%
226LULULEMON ATHLETICA INC COMLULU1,041$333,5160.03%
227CHAMPIONX CORPORATION COM15872M10411,417$330,9790.03%
228AXALTA COATING SYS LTD COMAXTA12,727$324,1570.03%
229COLGATE PALMOLIVE CO COMCL4,023$316,9720.03%
230ISHARES S&P SMALL-CAP 600 VALUE ETF4642878793,462$316,0760.03%
231SYSCO CORP COMSYY4,132$315,8910.03%
232HUNTINGTON BANCSHARES INC COMHBANP22,399$315,8260.03%
233CHECK POINT SOFTWARE TECH LTD ORDM224651042,502$315,6520.03%
234STRYKER CORPORATION COMSYK1,291$315,6370.03%
235SCHWAB US DIVIDEND EQUITY ETF8085247974,165$314,5970.03%
236HUMANA INC COMHUM612$313,4600.03%
237IDEXX LABS INC COM45168D104766$312,4970.03%
238EXPEDITORS INTL WASH INC COM3021301092,997$311,4480.03%
239YUM CHINA HLDGS INC COMYUMC5,619$307,0780.03%
240ZOETIS INC CL AZTS2,093$306,7290.03%
241MOODYS CORP COMMCO1,097$305,7120.03%
242EQUIFAX INC COMEFX1,566$304,3680.03%
243STANLEY BLACK & DECKER INC COMSWK4,047$304,0110.03%
244GALLAGHER ARTHUR J & CO COM3635761091,612$303,9260.03%
245VALARIS LIMITED CL AVAL-WT4,485$303,2760.03%
246LOCKHEED MARTIN CORP COMLMT618$300,8240.03%
247ARROW ELECTRS INC COM0427351002,874$300,5340.03%
248APPLIED MATLS INC COM0382221053,081$300,0280.03%
249AON PLC SHS CL AAON989$296,8380.03%
250ABBVIE INC COMABBV1,835$296,5560.03%
251EPAM SYS INC COMEPAM901$295,2940.03%
252REGENERON PHARMACEUTICALS COMREGN408$294,3680.03%
253FINANCIAL SELECT SECTOR SPDR FUND81369Y6058,478$289,9510.02%
254ALLSTATE CORP COMALL-PJ2,138$289,9130.02%
255COPART INC COMCPRT4,751$289,2880.02%
256CHURCH & DWIGHT CO INC COMCHD3,572$287,9300.02%
257HCA HEALTHCARE INC COMHCA1,196$286,9920.02%
258SNAP ON INC COMSNA1,248$285,1560.02%
259CBRE GROUP INC CL ACBRE3,681$283,2900.02%
260PHILLIPS EDISON & CO INC COMMON STOCKPECO8,854$281,9110.02%
261SEMTECH CORP COMSMTC9,749$279,6990.02%
262GENMAB A/S SPONSORED ADSGNMSF6,568$278,3520.02%
263PACTIV EVERGREEN INC COM69526K10524,200$274,9120.02%
264CONAGRA BRANDS INC COMCAG7,040$272,4480.02%
265REGAL REXNORD CORPORATION COMRRX2,267$271,9950.02%
266TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8032,175$270,6570.02%
267COMSTOCK RES INC COMLODE19,440$266,5220.02%
268ADIENT PLC ORD SHSADNT7,621$264,3720.02%
269SUN CMNTYS INC COM8666741041,844$263,6920.02%
270BECTON DICKINSON & CO COMBDX1,034$262,9400.02%
271EBAY INC. COMEBAY6,332$262,5880.02%
272HEWLETT PACKARD ENTERPRISE CO COMHPE-PC16,374$261,3290.02%
273ALNYLAM PHARMACEUTICALS INC COMALNY1,099$261,1770.02%
274POWER INTEGRATIONS INC COMPOWI3,599$258,1200.02%
275SFL CORPORATION LTD SHSSFL27,821$256,5100.02%
276REGENCY CTRS CORP COM7588491034,046$252,8750.02%
277EXCELERATE ENERGY INC CL A COMEE9,961$249,5230.02%
278TORO CO COMTORO2,190$247,9080.02%
279CHESAPEAKE UTILS CORP COM1653031082,092$247,2330.02%
280SYNCHRONY FINANCIAL COMSYF-PB7,490$246,1210.02%
281AUTODESK INC COMADSK1,314$245,5470.02%
282ISHARES U.S. TECHNOLOGY ETF4642877213,255$242,4650.02%
283HOST HOTELS & RESORTS INC COMHST14,935$239,7070.02%
284SITEONE LANDSCAPE SUPPLY INC COMSITE2,035$238,7460.02%
285NASDAQ INC COMNDAQ3,860$236,8110.02%
286CHIPOTLE MEXICAN GRILL INC COMCMG169$234,4860.02%
287EQUITY RESIDENTIAL SH BEN INTEQR3,952$233,1680.02%
288CAPITAL ONE FINL CORP COM14040H1052,482$230,7270.02%
289NATWEST GROUP PLC SPONS ADRRBSPF35,652$230,3120.02%
290CERIDIAN HCM HLDG INC COM15677J1083,551$227,7970.02%
291GRACO INC COMGGG3,373$226,8680.02%
292WALMART INC COMWMT1,592$225,6640.02%
293WATSCO INC COMWSO-B900$224,4600.02%
294ISHARES TIPS BOND ETF4642871762,100$223,5240.02%
295NORDSON CORP COMNDSN937$222,7440.02%
296CIENA CORP COM NEWCIEN4,306$219,5200.02%
297ETSY INC COMETSY1,827$218,8380.02%
298NVIDIA CORPORATION COMNVDA1,494$218,3330.02%
299ORANGE SPONSORED ADRORANY22,023$217,5870.02%
300ISHARES RUSSELL MID-CAP VALUE ETF4642874732,062$217,2470.02%
301METTLER TOLEDO INTERNATIONAL COMMTD150$216,8180.02%
302ISHARES CORE S&P U.S. GROWTH ETF4642876712,654$216,3540.02%
303VEEVA SYS INC CL A COMVEEV1,333$215,1200.02%
304FIDELITY NATL INFORMATION SVCS COM31620M1063,156$214,1350.02%
305TRACTOR SUPPLY CO COMTSCO951$213,9460.02%
306TELEFONICA S A SPONSORED ADRTELFY59,342$211,8510.02%
307EXPEDIA GROUP INC COM NEWEXPE2,417$211,7290.02%
308NORTHERN TR CORP COMNTRSO2,392$211,6680.02%
309GENTEX CORP COMGNTX7,752$211,3970.02%
310OKTA INC CL AOKTA3,040$207,7230.02%
311FORTUNE BRANDS INNOVATIONS INC COMFBIN3,635$207,5950.02%
312CHOICE HOTELS INTL INC COM1699051061,839$207,1450.02%
313FIRST REP BK SAN FRANCISCO CAL COM33616C1001,685$205,3850.02%
314ABB LTD SPONSORED ADRABLZF6,737$205,2090.02%
315SYNAPTICS INC COMSYNA2,155$205,0700.02%
316FIFTH THIRD BANCORP COMFITBM6,248$204,9970.02%
317LOWES COS INC COM5486611071,024$204,0220.02%
318ASML HOLDING N V N Y REGISTRY SHSASMLF373$203,8070.02%
319WEST PHARMACEUTICAL SVSC INC COM955306105853$200,7540.02%
320JPMORGAN CHASE & CO COMVYLD1,481$198,6040.02%
321MODERNA INC COMMRNA1,088$195,4270.02%
322CONSTELLATION BRANDS INC CL ASTZ837$193,9750.02%
323EXTRA SPACE STORAGE INC COMEXR1,310$192,8060.02%
324MID-AMER APT CMNTYS INC COM59522J1031,227$192,6270.02%
325ULTRA CLEAN HLDGS INC COMUCTT5,791$191,9720.02%
326WERNER ENTERPRISES INC COMWERN4,766$191,8790.02%
327INTERCONTINENTAL EXCHANGE INC COM45866F1041,862$191,0230.02%
328ISHARES S&P MID-CAP 400 GROWTH ETF4642876062,751$187,8850.02%
329COCA COLA CO COMKO2,939$186,9400.02%
3302U INC COM90214J10129,774$186,6830.02%
331IRON MTN INC DEL COM46284V1013,711$184,9930.02%
332HILTON GRAND VACATIONS INC COMHGV4,795$184,7990.02%
333SPOTIFY TECHNOLOGY S A SHSSPOT2,333$184,1900.02%
334AERCAP HOLDINGS NV SHSAER3,141$183,1830.02%
335TRANSUNION COMTRU3,220$182,7350.02%
336GLOBALFOUNDRIES INC ORDINARY SHARESGFS3,365$181,3400.02%
337AEGON N V NY REGISTRY SHSAEFC35,776$180,3110.02%
338ZEBRA TECHNOLOGIES CORPORATION CL AZBRA699$179,2310.02%
339WP CAREY INC COM92936U1092,275$177,7910.02%
340MATERION CORP COMMTRN2,023$177,0330.02%
341DIMENSIONAL U.S. EQUITY ETF25434V4014,184$174,1050.01%
342PACCAR INC COMPCAR1,753$173,4940.01%
343INVITATION HOMES INC COMINVH5,806$172,0900.01%
344MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP5590801063,420$171,7180.01%
345VANGUARD TOTAL INTERNATIONAL BOND ETF92203J4073,620$171,6780.01%
346UDR INC COMUDR4,409$170,7610.01%
347AMERICAN TOWER CORP NEW COM03027X100796$168,7180.01%
348ZOOM VIDEO COMMUNICATIONS INC CL AZM2,482$168,1310.01%
349VISTEON CORP COM NEWVC1,284$167,9860.01%
350PACWEST BANCORP DEL COM6952631037,314$167,8560.01%
351M & T BK CORP COM55261F1041,153$167,2540.01%
352BOSTON PROPERTIES INC COMBXP2,451$165,6390.01%
353LAMB WESTON HLDGS INC COMLW1,836$164,0650.01%
354GOLAR LNG LTD SHSGLNG7,173$163,4730.01%
355NXP SEMICONDUCTORS N V COMNXPI1,032$163,0870.01%
356ALIGN TECHNOLOGY INC COMALGN771$162,6040.01%
357SPDR S&P MIDCAP 400 ETF TRUSTMDY367$162,5040.01%
358INTEL CORP COMINTC6,107$161,4180.01%
359ZIMMER BIOMET HOLDINGS INC COMZBH1,239$157,9730.01%
360JOHNSON & JOHNSON COMJNJ886$156,5210.01%
361AIRBNB INC COM CL AABNB1,823$155,8670.01%
362DONALDSON INC COMDCI2,643$155,5930.01%
363ISHARES S&P 500 GROWTH ETF4642873092,600$152,1000.01%
364MATCH GROUP INC NEW COMMTCH3,653$151,5630.01%
365VODAFONE GROUP PLC NEW SPONSORED ADR92857W30814,938$151,1730.01%
366INSULET CORP COMPODD513$151,0220.01%
367VENTAS INC COMVTR3,349$150,8720.01%
368CHEVRON CORP NEW COMCVX840$150,7720.01%
369CADENCE DESIGN SYSTEM INC COMCDNS938$150,6800.01%
370STATE STR CORP COMSTT-PG1,940$150,4860.01%
371PINTEREST INC CL APINS6,168$149,7590.01%
372NOBLE CORP PLC ORD SHS ANE-WT3,963$149,4450.01%
373PERKINELMER INC COMRVTY1,060$148,6330.01%
374YORK WTR CO COM9871841083,273$147,2200.01%
375PARK AEROSPACE CORP COMPKE10,895$146,1020.01%
376ILLINOIS TOOL WKS INC COM452308109659$145,0750.01%
377BROWN FORMAN CORP CL BBF-B2,189$143,7740.01%
378SBA COMMUNICATIONS CORP NEW CL ASBAC511$143,2380.01%
379FRANKLIN ELEC INC COMFELE1,792$142,9120.01%
380PULTE GROUP INC COM7458671013,124$142,2360.01%
381TRUIST FINL CORP COM89832Q1093,299$141,9510.01%
382RESMED INC COMRSMDF677$140,9040.01%
383ISHARES S&P MID-CAP 400 VALUE ETF4642877051,394$140,5510.01%
384SCIENCE 37 HOLDINGS INC COM808644108337,408$140,0920.01%
385TRAVELERS COMPANIES INC COMTRV747$140,0550.01%
386EQUITABLE HLDGS INC COMEQH-PC4,763$136,6980.01%
387ILLUMINA INC COMILMN675$136,4850.01%
388SERVICE CORP INTL COM8175651041,974$136,4820.01%
389CROWDSTRIKE HLDGS INC CL ACRWD1,294$136,2450.01%
390MORGAN STANLEY COM NEWMS-PQ1,601$136,1170.01%
391AXON ENTERPRISE INC COMAXON810$134,4030.01%
392BLACKSTONE INC COMBX1,811$134,3580.01%
393ORACLE CORP COMORCL-PD1,641$134,1350.01%
394TAPESTRY INC COMTPR3,515$133,8510.01%
395SMITH & NEPHEW PLC SPDN ADR NEWSNNUF4,972$133,6970.01%
396AUTOZONE INC COMAZO54$133,1740.01%
397STARBUCKS CORP COMSBUX1,338$132,6950.01%
398EATON CORP PLC SHSETN837$131,3670.01%
399ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,547$131,1970.01%
400CISCO SYS INC COMCSCO2,744$130,7050.01%
401VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C7712,861$130,2330.01%
402OIL STS INTL INC COM67802610517,394$129,7590.01%
403INVESCO S&P 500 PURE VALUE ETFIVZ1,659$129,3690.01%
404HF SINCLAIR CORP COMDINO2,474$128,3760.01%
405ICHOR HOLDINGS SHSICHR4,757$127,5830.01%
406SVB FINANCIAL GROUP COM78486Q101554$127,4980.01%
407FIRST HORIZON CORPORATION COMFHN-PH5,081$124,4850.01%
408PBF ENERGY INC CL APBF3,024$123,3190.01%
409UNITED PARCEL SERVICE INC CL BUPS709$123,2100.01%
410GENUINE PARTS CO COMGPC706$122,4980.01%
411PEARSON PLC SPONSORED ADRPSORF10,855$122,3360.01%
412MIDDLEBY CORP COMMIDD913$122,2510.01%
413VANGUARD ESG INTERNATIONAL STOCK ETF9219107252,455$120,7810.01%
414TRAVEL PLUS LEISURE CO COM8941641023,318$120,7750.01%
415HARTFORD FINL SVCS GROUP INC COMHIG-PG1,592$120,7210.01%
416WILLIS TOWERS WATSON PLC LTD SHSWTW492$120,3330.01%
417ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396823$120,1250.01%
418ISHARES MORNINGSTAR MID-CAP ETF4642882082,037$119,4820.01%
419SNOWFLAKE INC CL ASNOW828$118,8510.01%
420WISDOMTREE U.S. HIGH DIVIDEND FUNDWT1,378$118,5910.01%
421LIGHT & WONDER INC COMLAWIL2,014$118,0200.01%
422ATLASSIAN CORPORATION CL ATEAM912$117,3560.01%
423FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND3369171093,176$116,1150.01%
424MEDTRONIC PLC SHSMDT1,494$116,1140.01%
425ALLEGION PLC ORD SHSALLE1,099$115,6810.01%
426FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF33738R6052,474$115,1650.01%
427SEAGEN INC COMSE896$115,1450.01%
428BROADCOM INC COMAVGO204$114,0630.01%
429EQUINOR ASA SPONSORED ADRSTOHF3,079$110,2590.01%
430SOUTHWEST GAS HLDGS INC COMSWX1,767$109,3420.01%
431CITIZENS FINL GROUP INC COMCIA2,771$109,0940.01%
432ISHARES CORE HIGH DIVIDEND ETF46429B6631,044$108,8270.01%
433COMERICA INC COM2003401071,623$108,4980.01%
434GLOBAL PMTS INC COM37940X1021,088$108,0600.01%
435NEW JERSEY RES CORP COMNJR2,174$107,8740.01%
436DIMENSIONAL US CORE EQUITY 2 ETF25434V7084,410$107,0750.01%
437CLOUDFLARE INC CL A COMNET2,350$106,2440.01%
438SEMPRA COMSREA681$105,2420.01%
439MEDICAL PPTYS TRUST INC COM58463J3049,390$104,6050.01%
440HOLOGIC INC COMHOLX1,397$104,5100.01%
441INNOSPEC INC COMIOSP1,013$104,1970.01%
442VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406962$104,1440.01%
443INVESCO WATER RESOURCES ETFIVZ2,000$103,0800.01%
444GENPACT LIMITED SHSG2,223$102,9690.01%
445VANGUARD INFORMATION TECHNOLOGY ETF92204A702321$102,5310.01%
446XTRACKERS MSCI EAFE HEDGED EQUITY ETF2330512003,161$101,8790.01%
447DOMINOS PIZZA INC COMDPZ294$101,8420.01%
448INTERNATIONAL GAME TECHNOLOGY SHS USDINTR4,488$101,7880.01%
449CARRIER GLOBAL CORPORATION COMCARR2,462$101,5580.01%
450HELMERICH & PAYNE INC COMHP2,038$101,0240.01%
451VALMONT INDS INC COM920253101302$99,8620.01%
452BURLINGTON STORES INC COMBURL490$99,3520.01%
453MOSAIC CO NEW COMMOS2,261$99,1900.01%
454GENTHERM INC COMTHRM1,518$99,1100.01%
455VANGUARD INDUSTRIALS ETF92204A603542$98,9910.01%
456GRAB HOLDINGS LIMITED CLASS A ORDGRABW30,657$98,7160.01%
457CURTISS WRIGHT CORP COMCW591$98,6910.01%
458YUM BRANDS INC COMYUM768$98,3280.01%
459SENSIENT TECHNOLOGIES CORP COMSXT1,347$98,2230.01%
460KONINKLIJKE PHILIPS N V NY REGIS SHS NEWRYLPF6,550$98,1850.01%
461FEDERAL RLTY INVT TR NEW SH BEN INT NEW313745101970$98,0090.01%
462VAALCO ENERGY INC COM NEWEGY21,489$97,9900.01%
463SPIRE INC COMSRJN1,418$97,6430.01%
464BILL COM HLDGS INC COMBILL895$97,5190.01%
465ALLY FINL INC COM02005N1003,966$96,9690.01%
466ARDMORE SHIPPING CORP COMASC6,644$95,7400.01%
467GODADDY INC CL AGDDY1,270$95,0210.01%
468SCHWAB INTERMEDIATE-TERM US TREASURY ETF8085248541,919$94,4720.01%
469EMCOR GROUP INC COMEME637$94,3460.01%
470ULTA BEAUTY INC COMULTA201$94,2830.01%
471VANGUARD DIVIDEND APPRECIATION ETF921908844619$93,9430.01%
472DECKERS OUTDOOR CORP COMDECK234$93,4030.01%
473CME GROUP INC COMCME553$93,0690.01%
474UNILEVER PLC SPON ADR NEWUNLYF1,838$92,5430.01%
475CINCINNATI FINL CORP COM172062101902$92,3180.01%
476NACCO INDS INC CL A6295791032,424$92,1120.01%
477UNIVAR SOLUTIONS INC COM91336L1072,893$91,9970.01%
478LINCOLN NATL CORP IND COM5341871092,989$91,8220.01%
479ZIFF DAVIS INC COMZD1,159$91,6770.01%
480UFP INDUSTRIES INC COMUFPI1,155$91,5340.01%
481TD SYNNEX CORPORATION COMSNX966$91,4900.01%
482TRANSDIGM GROUP INC COMTDG145$91,2990.01%
483RAYMOND JAMES FINL INC COM754730109853$91,1430.01%
484GXO LOGISTICS INCORPORATED COMMON STOCKGXO2,128$90,8440.01%
485BANK AMERICA CORP COM0605051042,734$90,5500.01%
486VANGUARD MID-CAP GROWTH ETF922908538500$89,8800.01%
487TWILIO INC CL ATWLO1,825$89,3520.01%
488EMERSON ELEC CO COMEMR924$88,7720.01%
489INVESCO LTD SHSIVZ4,899$88,1330.01%
490JONES LANG LASALLE INC COMJLL551$87,8130.01%
491UNITED RENTALS INC COMURI247$87,7890.01%
492TOYOTA MOTOR CORP ADSTOYOF642$87,6840.01%
493KULICKE & SOFFA INDS INC COM5012421011,981$87,6790.01%
494SIGNATURE BK NEW YORK N Y COM82669G104759$87,4520.01%
495SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF8085247711,622$86,6800.01%
496INGERSOLL RAND INC COMIR1,653$86,3690.01%
497GRAFTECH INTL LTD COM38431350818,130$86,2990.01%
498US FOODS HLDG CORP COMUSFD2,529$86,0370.01%
499WEBSTER FINL CORP COM9478901091,809$85,6380.01%
500STEEL DYNAMICS INC COMSTLD876$85,5850.01%