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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

City State Bank

Quarter ended Q1 2024 · Filed April 11, 2024 · Accession 0001910666-24-000002

Total Value
$226,495
Positions
711
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple INC CORP COMMONAAPL57,036$9,7814.33%
2Vanguard Intermediate Term Bond Etf92193781986,769$6,5422.90%
3Vanguard Short-term Bond Index Fund Etf92193782778,689$6,0332.67%
4Vanguard High Dividend Yield Etf92194640646,280$5,5992.48%
5Ishares 0-5 Year Tips Bond Etf46429B74756,154$5,5832.47%
6Berkshire Hathaway INC CLASS B CORP COMMONBRK-A13,075$5,4982.44%
7MicrosoftMSFT13,040$5,4862.43%
8Vanguard Dividend Appreciation Index Fund Etf92190884429,048$5,3042.35%
9Ishares Core US Aggregate Bond Etf46428722653,170$5,2072.31%
10Vanguard Total International Bond Index Fund Bnd Etf92203J407104,953$5,1632.29%
11Vanguard Total Bond Market Etf92193783568,658$4,9872.21%
12Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf92194688576,624$4,8922.17%
13Dimensional U S Targeted Value Etf25434V60974,201$4,0391.79%
14Spdr Bloomberg Emerging Markets Local Bond Etf Bloombg Emg Mrkt Lcl Bnd78464A391188,954$3,8741.72%
15Alliant Energy Corp COMMONLNT70,952$3,5761.58%
16Nvidia Corp COMMONNVDA3,633$3,2831.45%
17Vanguard Financials Index Fund Etf92204A40529,215$2,9911.33%
18Amazon.com INC Amazon COMMON CORPAMZN15,500$2,7961.24%
19Vanguard Value Index Fund Etf92290874416,837$2,7421.22%
20Eli Lilly And CO CORP COMMONLLY3,245$2,5241.12%
21Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf92206C77151,159$2,3331.03%
22Vanguard Health Care Index Fund Etf92204A5048,051$2,1780.97%
23Ishares 5-10 Yr Investment Grade Corporate Bd Etf Trt Is Inv Gr Cr46428863841,175$2,1250.94%
24Spdr S&p 500 Etf TrustSPY4,051$2,1190.94%
25Alphabet INC CLASS C CORP COMMONGOOG13,487$2,0540.91%
26Vanguard Growth Index Fund Etf9229087365,916$2,0360.90%
27Vanguard Mid-cap Index Fund Mid Cap Etf9229086298,094$2,0220.90%
28Vanguard Small Cap Value Etf92290861110,259$1,9680.87%
29IShares US Treasury Inflation Protected46428717618,074$1,9410.86%
30Johnson & JohnsonJNJ12,197$1,9290.85%
31Abbvie INC CORP COMMONABBV9,990$1,8190.81%
32JPMorgan Chase & Co.VYLD9,075$1,8180.81%
33Vanguard Emerging Markets Stock Index Fund Ftse Etf92204285840,656$1,6980.75%
34Costco Wholesale Corp COMMON22160K1052,300$1,6850.75%
35Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt25434V30265,734$1,6250.72%
36Merck & CO INC CORP COMMONMRK12,154$1,6040.71%
37Vanguard Small-cap Index Fund Small Cap Etf9229087516,761$1,5450.68%
38Vanguard Information Technology Index Fund Etf92204A7022,845$1,4920.66%
39Caterpiller, Inc DELCAT3,959$1,4510.64%
40Verizon CommunicationsVZ34,322$1,4400.64%
41Rtx Corp COMMONRTX13,974$1,3630.60%
42Deere & Co.DE3,078$1,2640.56%
43Pfizer IncPFE43,022$1,1940.53%
44Micron Technology INC CORP COMMONMU10,128$1,1940.53%
45Lowes Cos, Inc.5486611074,679$1,1920.53%
46Vanguard Ftse All World Ex US Index Fund Investor Shares Etf92204277520,129$1,1810.52%
47Automatic Data ProcessingADP4,714$1,1770.52%
48Fifth Third Bancorp CORP COMMONFITBM31,511$1,1730.52%
49Ishares Biotechnology Etf4642875568,511$1,1680.52%
50Spdr Portfolio Tips Etf78464A65645,355$1,1620.51%
51Coca Cola CoKO18,288$1,1190.50%
52Dimensional U S Core Equity 2 Etf25434V70834,357$1,0980.49%
53Dfa Dimensional International Core Equity Market Intern Eqt Mkt Etf25434V20336,303$1,0970.49%
54Ishares JPMORGAN Usd Emerging Markets Bond Etf Mts46428828110,771$9660.43%
55Chevron CommonCVX6,046$9540.42%
56Procter & Gamble CO CORP COMMON7427181095,776$9370.42%
57Nextera Energy INC CORP COMMONNEE-PW14,520$9280.41%
58Applied Materials INC Material CORP COMMON0382221054,487$9250.41%
59Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd46435G67217,550$8770.39%
60Lockheed Martin Corp.LMT1,904$8660.38%
61Vanguard Materials Viper92204A8014,109$8400.37%
62Meta Platforms INC CLASS A CORP COMMONMETA1,730$8400.37%
63Alibaba Group Holding Ltd ADR Rep 8 CORP COMMONBBAAY11,561$8370.37%
64IBM CommonINTR4,304$8220.36%
65Taiwan Semiconductor Manufacturing LTD8740391005,845$7950.35%
66Walmart IncWMT13,143$7910.35%
67Unitedhealth Group CommonUNH1,580$7820.35%
68Vanguard Utilities Index Fund Etf92204A8765,461$7790.35%
69Vanguard Tax Managed Fund Ftse Developed Markets Etf92194385815,253$7650.34%
70IShares Trust Goldman Sacsh $ Investop Corp Bond Fund4642872426,910$7530.33%
71Dimensional International Value Etf Val25434V80720,440$7510.33%
72Vanguard 500 Index Fund S&p Etf9229083631,509$7250.32%
73Ishares Preferred And Income Securities Etf Sec46428868722,415$7220.32%
74Exxonmobil Corp.XOM6,121$7120.32%
75Principal Financial GroupPFG8,216$7090.31%
76Medtronic Plc CORP COMMONMDT8,122$7080.31%
77Amgen, Inc.AMGN2,475$7040.31%
78Vanguard Industrials Index Fund Etf92204A6032,852$6960.31%
79Chubb Ltd CORP COMMONCB2,654$6880.30%
80United Parcel Service, Inc.UPS4,620$6870.30%
81Honeywell International INC CORP COMMON4385161063,312$6800.30%
82Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt78463X50918,616$6740.30%
83Invesco Nasdaq 100 EtfIVZ3,660$6690.30%
84Home Depot, Inc.HD1,684$6460.29%
85Bristol-Myers Squibb Co.CELG-RI11,885$6450.29%
86Texas Instruments, Inc.8825081043,617$6300.28%
87Visa INC CLASS A CORP COMMONV2,211$6170.27%
88Union Pacific Corp COMMONUNP2,480$6100.27%
89Bank of America Corp.06050510415,934$6040.27%
90Vanguard Large-cap Index Fund Large Cap Etf9229086372,485$5960.26%
91Starbucks Corp.SBUX6,314$5770.26%
92Netapp INC CORP COMMONNTAP5,415$5680.25%
93Snowflake Inc. CLASS A CORP COMMONSNOW3,399$5490.24%
94Ishares Core S&p Mid-cap Etf Mid Cap4642875078,910$5410.24%
95Ishares Core S&p 500 Etf4642872001,011$5320.24%
96Travelers Companies INC CORP COMMONTRV2,296$5280.23%
97Abbott LabsABLZF4,617$5250.23%
98McDonalds Corp.MCD1,844$5200.23%
99Devon Energy Corp COMMON25179M10310,151$5090.23%
100Southern Co.SOMN7,076$5080.23%
101Advanced Micro Devices INC CORP COMMONAMD2,792$5040.22%
102Altria Group Inc.MO11,522$5030.22%
103Discover Financial Services CORP COMMON2547091083,782$4960.22%
104Goldman Sachs Group INC CORP COMMONGSCE1,183$4940.22%
105Vanguard Short-term Corporate Bond Idx Fund Etf92206C4096,345$4910.22%
106Wec Energy Group INC CORP COMMONWEC5,953$4890.22%
107Becton Dickinson And CO CORP COMMONBDX1,971$4880.22%
108Ishares Core Dividend Growth Etf46434V6218,195$4760.21%
109US Bancorp DELUSB-PS10,559$4720.21%
110Am Electric Common0255371015,405$4650.21%
111Caseys General Stores Inc1475281031,446$4600.20%
112Marvell Technology INC CORP COMMONMRVL6,163$4370.19%
1133M CO CORP COMMONMMM4,119$4370.19%
114Consolidated Edison, Inc.ED4,607$4180.19%
115Ford Motor Company Common34537086031,237$4150.18%
116Waste Management INC CORP COMMON94106L1091,942$4140.18%
117Dover Corp COMMONDOV2,319$4110.18%
118Ishares Core Total Usd Bond Market Etf46434V6138,805$4010.18%
119Vanguard Intl Dividend Appreciation Index Fund Aprectn Etf9219468104,901$4000.18%
120AT&T, Inc.T-PC21,885$3850.17%
121Intel Corp.INTC8,709$3850.17%
122Crowdstrike Holdings INC CLASS A CORP COMMONCRWD1,193$3820.17%
123Ishares Russell 1000 Growth Etf4642876141,126$3800.17%
124Conocophillips CORP COMMONCOP2,927$3730.17%
125Kimberly-clark Corp Kimberly Clark COMMONKMB2,760$3570.16%
126Enbridge INC CORP COMMONENNPF9,833$3560.16%
127Dfa Dimensional US Core Equity Market Etf Markt25434V1049,367$3420.15%
128Ishares Cybersecurity And Tech Etf46435U1357,260$3400.15%
129Cigna Group CORP COMMON125523100928$3370.15%
130Cummins INC CORP COMMONCMI1,127$3320.15%
131Salesforce INC CORP COMMONCRM1,079$3250.14%
132Ishares Core Msci Emerging Markets Etf46434G1036,250$3230.14%
133Invesco High Yield Equity Dividend Achvrs Etf InvscIVZ15,400$3180.14%
134Boeing Co CommonBA-PA1,648$3180.14%
135Mastercard INC CLASS A CORP COMMONMA657$3160.14%
136Morgan Stanley CORP COMMONMS-PQ3,342$3150.14%
137Ishares Mbs Etf4642885883,334$3080.14%
138S&p Global INC CORPSPGI717$3050.14%
139Ishares Floating Rate Bond Etf46429B6555,900$3010.13%
140Martin Marietta Materials INC CORP COMMON573284106481$2950.13%
141Dfa Dimensional Core Fixed Income Etf25434V8727,000$2940.13%
142PepsiCo, Inc.PEP1,667$2920.13%
143Gilead Sciences, Inc.GILD3,959$2900.13%
144Ishares Russell 2000 Etf4642876551,367$2870.13%
145Ishares Core Msci International Developed Mkt Etf Intrl Dvlp46435G3264,255$2860.13%
146PPG Industries INC CORP COMMON6935061071,950$2830.13%
147American Express Co.AXP1,245$2830.13%
148Vanguard Mid-cap Value Index Fund Mid Cap Etf9229085121,790$2790.12%
149Gsk Plc ADR Rep 2 CORP COMMONGLAXF6,499$2790.12%
150Wynn Resorts Ltd CORP COMMONWYNN2,655$2710.12%
151General Dynamics Corp.GD942$2660.12%
152CVS Health Corp COMMONCVS3,317$2650.12%
153General Electric CO Ge Aerospace CORP COMMON3696043011,507$2650.12%
154Disney Walt Co.2546871062,144$2620.12%
155Ishares Core S&p Small-cap Etf Small Cap4642878042,358$2610.12%
156Dupont De Nemours INC CORP COMMONDD3,403$2610.12%
157Valero Energy Corp COMMONVLO1,515$2590.11%
158Metlife INC CORP COMMONMET-PF3,463$2570.11%
159Zimmer Biomet Holdings INC CORPZBH1,922$2540.11%
160Paychex INC CORP COMMONPAYX2,038$2500.11%
161Vanguard Mid-cap Growth Index Fund Mid Cap Etf9229085381,047$2470.11%
162Ishares Core Msci Eafe Etf46432F8423,325$2470.11%
163Ishares Currency Hedged Msci Eafe Etf Hedg46434V8036,900$2410.11%
164Dfa Dimensional Short-duration Fixed Income Etf Shrt Drt Fxd Incm25434V8645,000$2350.10%
165Invesco Qqq Trust Series 1 Invsc Srs EtfIVZ527$2340.10%
166Nutrien Ltd CORP COMMONNTR4,265$2320.10%
167Blackstone INC CORP COMMONBX1,747$2300.10%
168Alphabet INC CLASS A CORP COMMONGOOG1,520$2290.10%
169Marathon Petroleum Corp COMMONMARA1,128$2270.10%
170Cisco Systems, Inc.CSCO4,527$2260.10%
171Vanguard Mega Cap Growth Index Fund Etf921910816790$2260.10%
172Adobe INC CORP COMMONADBE444$2240.10%
173Dfa Dimensional US High Profitability Etf Proftblty25434V8317,000$2210.10%
174Tesla INC CORP COMMONTSLA1,245$2190.10%
175Fiserv, Inc.FISV1,345$2150.10%
176Philip Morris International INC CORP COMMON7181721092,333$2140.09%
177Fedex Corp COMMONFDX736$2130.09%
178Rockwell Automation INC Automat CORP COMMONROK730$2130.09%
179Dollar General Corp COMMON2566771051,367$2130.09%
180Wells Fargo & Co. Common Stock9497461013,629$2100.09%
181Invesco Emerging Markets Sovereign Debt Etf Invsc Markt SovrgnIVZ10,250$2100.09%
182Mondelez International INC CLASS A CORP COMMON6092071052,963$2070.09%
183Spdr Gold Shares EtfGLD936$1930.09%
184Duke Energy Hldg CommonDUKB1,951$1890.08%
185Ishares US Treasury Bond Etf46429B2678,122$1850.08%
186Dow INC CORP COMMONDOW3,173$1840.08%
187Ishares Msci Eafe Etf4642874652,296$1830.08%
188Ishares Trust Russell 1000 Value Etf4642875981,018$1820.08%
189Vanguard Consumer Staples Index Fund Etf92204A207893$1820.08%
190Axon Enterprise INC CORP COMMONAXON580$1810.08%
191Biogen INC CORP COMMONBIIB832$1790.08%
192Vanguard Long-term Bond Index Fund Long Term Etf9219377932,470$1790.08%
193Broadcom INC CORP COMMONAVGO134$1780.08%
194BPBPPFF4,681$1760.08%
195Vanguard Ftse All-world Ex-us Small-cap Index Vgrd All Wrld Ex US Sml Cap Etf9220427181,481$1730.08%
196Conagra FoodsCAG5,660$1680.07%
197Northrop Grumman Corp COMMONNOC342$1640.07%
198Citigroup INC CORP COMMONC-PR2,557$1620.07%
199Charles Schwab Corp COMMONSCHW-PJ2,210$1600.07%
200Phillips 66 CORP COMMONPSX977$1600.07%
201Diamondback Energy INC CORP COMMONFANG800$1590.07%
202Ishares Russell 2000 Value Etf464287630966$1530.07%
203Vanguard Energy Index Fund Etf92204A3061,159$1530.07%
204Humana INC CORP COMMONHUM440$1530.07%
205Corteva INC CORP COMMONCTVA2,648$1530.07%
206Ishares Morningstar Mid Growth Index Fund Morgstar Cap Gro Etf4642883072,148$1520.07%
207Ishares Russell 1000 Index Fund Etf464287622525$1510.07%
208Weyerhaeuser CO ReitWY4,140$1490.07%
209Pathward Financial INC CORP COMMONCASH2,890$1460.06%
210Novo Nordisk A/SNONOF1,130$1450.06%
211West BancorporationWTBA7,895$1410.06%
212Prudential Financial INC CORP COMMONPUKPF1,189$1400.06%
213General Mills Inc.3703341042,003$1400.06%
214Dimensional U S Equity Etf25434V4012,462$1400.06%
215Bank of New York Mellon Corp0640581002,387$1380.06%
216Vanguard Russell 2000 Growth Etf92206C623700$1380.06%
217Ft Vest US Eqty Buff & Prem INC Etf - Sept Vst Eqt Br Rpm33740F3754,500$1380.06%
218Trane Technologies Plc CORP COMMONTT451$1350.06%
219Ishares Morningstar Small Value Index Fund Morn Cap Etf4642887032,196$1340.06%
220First Trust Consumer Staples Alphadex Fund Tr Consumr Stapls Etf33734X1191,945$1330.06%
221Lam Research Corp COMMONLRCX134$1300.06%
222Viatris INC CORP COMMONVTRS10,842$1290.06%
223Archer-daniels-midland CO Archer Daniels Midland CORP COMMONADM2,060$1290.06%
224Carrier Global Corp COMMONCARR2,208$1280.06%
225Dimensional World Ex U S Core Equity 2 Etf Wld US Cr Eq25434V8805,000$1270.06%
226Cencora INC CORP COMMONCOR518$1260.06%
227Progressive Corp COMMON743315103611$1260.06%
228Ishares S&p 500 Value Etf464287408676$1260.06%
229Ferrari Nv CORP COMMONRACE285$1240.05%
230Oracle Corp.ORCL-PD972$1220.05%
231PNC Financial Services Group, Inc.693475105756$1220.05%
232Marathon Oil CommonMARA4,303$1220.05%
233Ishares Silver Trust EtfSLV5,366$1220.05%
234Lantheus Holdings INC CORP COMMONLNTH1,945$1210.05%
235Constellation Brands INC CLASS A CORP COMMONSTZ439$1190.05%
236Colgate Polmolive Co.CL1,284$1160.05%
237Nike INC CLASS B CORP COMMONNKE1,167$1100.05%
238Consumer Staples Select Sector Spdr Fund Etf81369Y3081,425$1090.05%
239Invesco S&p 500 Eql Wght Etf Invsc S P Equal WeightIVZ629$1070.05%
240Ishares S&p Global Financials Sector Index Fund Etf4642873331,225$1060.05%
241Netflix INC CORP COMMONNFLX173$1050.05%
242Otis Worldwide Corp COMMONOTIS1,048$1040.05%
243Analog Devices INC CORP COMMONADI522$1030.05%
244Cloudflare INC CLASS A CORP COMMONNET1,035$1000.04%
245Welltower INC CORP COMMONWELL1,058$990.04%
246Packaging Corp Amer Common695156109524$990.04%
247Paypal Holdings INC CORP COMMONPYPL1,481$990.04%
248Blade Air Mobility INC CLASS A CORP COMMONSRTAW34,400$980.04%
249Qualcomm, Inc.QCOM570$970.04%
250Ishares Msci Emerging Markets Etf4642872342,330$960.04%
251Public Service Enterprise Group INC CORP COMMON7445731061,401$940.04%
252Lyondellbasell Industries Nv CLASS A CORP COMMONLYB905$930.04%
253Roblox Corp CLASS A COMMONRBLX2,428$930.04%
254Ishares Morningstar US Equity Etf4642871271,268$920.04%
255Spdr Kbw Regional Banking (Etf) S&p Etf78464A6981,800$910.04%
256Sysco Corp.SYY1,116$910.04%
257Kimco Realty Corp Reit COMMON49446R1094,443$870.04%
258Realty Income Corp Reit COMMONO1,600$870.04%
259Delta Air Lines INC CORP COMMONDAL1,795$860.04%
260Ishares Dow Jones US Aerospace And Defense Index Fund Etf464288760650$860.04%
261Vanguard Real Estate Index Fund Etf922908553985$850.04%
262Novartis Ag ADR Repsg 1 CORP COMMONNVSEF855$830.04%
263Zevra Therapeutics INC CORP COMMONZVRA14,224$820.04%
264Ishares Russell 2000 Growth Etf464287648300$810.04%
265Primerica INC CORP COMMONPRI318$800.04%
266Intuitive Surgical INC CORP COMMONISRG198$790.04%
267Newmont Corporation CORP COMMONNEMCL2,170$780.03%
268Block INC CLASS A CORP COMMONBSQKZ925$780.03%
269Allstate CommonALL-PJ448$780.03%
270Genpact Ltd CORP COMMONG2,300$760.03%
271Anthem, IncELV145$750.03%
272Edwards Lifesciences Corp COMMONEW787$750.03%
273West Pharmaceutical Services INC Pharm Svc CORP COMMON955306105187$740.03%
274First Trust Dow Jones Internet Index Fund Cf Etf33733E302361$740.03%
275Xcel Energy CommonXELLL1,316$710.03%
276Umb Financial Corp COMMON902788108800$700.03%
277Seagate Technology Holdings Plc CORP COMMONSE755$700.03%
278Constellation Energy Corp COMMONCEG371$690.03%
279Vanguard Small-cap Growth Index Fund Small Cap Etf922908595260$680.03%
280Equifax INC CORP COMMONEFX250$670.03%
281Vanguard Consumer Discretionary Etf92204A108207$660.03%
282Accenture Plc CLASS A CORP COMMONACN191$660.03%
283First Trust Health Care Alphadex Fund Etf33734X143593$650.03%
284Zoetis INC CLASS A CORP COMMONZTS386$650.03%
285Target Corp.TGT368$650.03%
286Ishares Select Dividend Etf464287168530$650.03%
287Datadog INC CLASS A CORP COMMONDDOG523$650.03%
288Kroger CO CORP COMMONKR1,116$640.03%
289Williams Companies INC CORP COMMON9694571001,614$630.03%
290Vanguard Mega Cap Index Fund Etf921910873332$620.03%
291Chipotle Mexican Grill INC CORP COMMONCMG21$610.03%
292Safety Insurance Group INC CORP COMMON78648T100725$600.03%
293Firstenergy CommonFE1,560$600.03%
294Federated Hermes INC CLASS B CORP COMMONFHI1,674$600.03%
295Comcast Corp CLASS A COMMONCCZ1,370$590.03%
296Docusign INC CORP COMMONDOCU999$590.03%
297Cboe Global Markets INC CORP COMMON12503M108314$580.03%
298Shell Plc ADR Each Rep 2 CORP COMMONRYDAF822$550.02%
299Centene Corp COMMONCNC700$550.02%
300Clorox CO CORP COMMONCLX350$540.02%
301Capri Holdings Ltd CORP COMMONCPRI1,200$540.02%
302Vanguard Russell 1000 Value Etf92206C714676$530.02%
303Vanguard Russell 1000 Growth Etf92206C680600$520.02%
304Middlesex Water CO CORP COMMON596680108967$510.02%
305Ishares Morningstar Value Etf464288109668$510.02%
306Jd.com INC ADR Rep 2 CLASS A CORP COMMONJDCMF1,840$500.02%
307Church & Dwight CO INC And CORP COMMONCHD479$500.02%
308Ishares US Regional Banks Etf4642887781,150$500.02%
309Cohen & Steers INC CORP COMMONCNS641$490.02%
310Exelon Corp COMMONEXC1,301$490.02%
311British American Tobacco Plc ADR Rep CORP COMMON1104481071,535$470.02%
312Dominion Energy INC CORP COMMOND964$470.02%
313Mgm Resorts International CORP COMMONMGM1,000$470.02%
314Plains All American Pipeline Lp Unt7265031052,550$450.02%
315Ge Healthcare Technologies INC CORP COMMONGEHC494$450.02%
316Zillow Group INC CLASS C CORP COMMONZ915$450.02%
317Evergy INC CORP COMMONEVRG835$450.02%
318Spdr S&p Dividend Etf78464A763338$440.02%
319Albemarle Corp COMMONALB-PA336$440.02%
320Ufp Industries INC CORP COMMONUFPI350$430.02%
321Green Plains INC CORP COMMONGPRE1,856$430.02%
322Parker-hannifin Corp Parker Hannifin COMMONPH75$420.02%
323Eaton Corporation Plc CORP COMMONETN133$420.02%
324Idexx Laboratories INC CORP COMMON45168D10478$420.02%
325Ishares Msci Usa Quality Factor Etf Qlty Fact46432F339255$420.02%
326Moody's Corp Moodys COMMONMCO106$420.02%
327Keycorp CORP COMMON4932671082,600$410.02%
328Southwest Airlines CO CORP COMMON8447411081,405$410.02%
329Sprott Physical Silver Trust EtvSII5,000$410.02%
330Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf921946794600$410.02%
331Diageo Plc ADR Rep 4 CORP COMMONDGEAF269$400.02%
332Invesco S And P Midcap Momentum Etf MomntmIVZ350$400.02%
333Oneok INC CORP COMMONOKE500$400.02%
334Ciena Corp COMMONCIEN800$400.02%
335Dollar Tree INC CORP COMMONDLTR300$400.02%
336Ishares Msci Eafe Small Cap Index Fund Etf464288273619$390.02%
337Arch Capital Group Ltd CORP COMMONG0450A105424$390.02%
338Federal Agricultural Mortgage Corp Agricultur CLASS C COMMON313148306200$390.02%
339Ishares Msci China A Etf46434V5141,500$390.02%
340Restaurant Brands International INC Intrnational CORP COMMON76131D103490$390.02%
341State Street Corp COMMONSTT-PG500$390.02%
342Ingersoll Rand INC CORP COMMONIR397$380.02%
343Wp Carey INC W P Reit CORP COMMON92936U109682$380.02%
344Ishares Msci All Country Asia Ex Japan Etf Count Asa Jp464288182565$380.02%
345Gallagher, Arthur J. & Co.363576109150$380.02%
346Halliburton CO CORP COMMONHAL965$380.02%
347Warner Bros Discovery INC Bros. Srs A CORP COMMONWBD4,188$370.02%
348Vanguard Communication Services Index Fund Etf92204A884285$370.02%
349Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd78464A3751,131$370.02%
350Huntington Bancshares INC CORP COMMONHBANP2,634$370.02%
351American Water Works Company INC CORP COMMON030420103300$370.02%
352Ollie's Bargain Outlet Holdings INC Ollies Hldg CORP COMMON681116109450$360.02%
353Ishares National Muni Bond Etf464288414332$360.02%
354DNP Select Income Fund Inc.23325P1044,000$360.02%
355Carnival Corp COMMONCUKPF2,197$360.02%
356Digital Realty Trust INC Reit CORP COMMON253868103240$350.02%
357Bj's Wholesale Club Holdings INC Bjs Hold CORP COMMON05550J101450$340.02%
358Intuit INC CORP COMMONINTU50$330.01%
359Juniper Networks Common48203R104900$330.01%
360L3harris Technologies INC CORP COMMONLHX153$330.01%
361Prosperity Bancshares INC CORP COMMONPB500$330.01%
362Uranium Energy Corp COMMONUEC4,960$330.01%
363Haleon Plc ADR Rep 2 CORP COMMONHLNCF3,933$330.01%
364Occidental Petroleum Corp COMMON674599105488$320.01%
365Hess Corp COMMONHESM211$320.01%
366Ishares Msci United Kingdom Etf Kingdome46435G334913$310.01%
367Hormel Foods Corp COMMONHRL887$310.01%
368Ishares Russell Mid-cap Value Etf Mid Cap464287473240$300.01%
369Vanguard Total Stock Market Index Fund Etf922908769113$290.01%
370Omnicom Group INC CORP COMMONOMC300$290.01%
371Healthpeak Properties INC CORP COMMONDOC1,535$290.01%
372Lamb Weston Holdings INC CORP COMMONLW267$280.01%
373Dte Energy CO CORP COMMONDTK250$280.01%
374Okta INC CLASS A CORP COMMONOKTA260$270.01%
375Peoples Bancorp INC People CORP COMMONPEBO900$270.01%
376Utilities Select Sector Spdr Fund Uti Etf81369Y886405$270.01%
377First Trust Consumer Discretionary Alphadex Fund Tr Cons Dscrtnry Etf33734X101425$270.01%
378Expedia Group INC CORP COMMONEXPE193$270.01%
379Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd DvrsIVZ1,946$270.01%
380Lennar Corp CLASS A COMMONLEN-B150$260.01%
381Vanguard Extended Markets Index Fund Market Etf922908652146$260.01%
382Vanguard Total International Stock Index Fund Stk Etf921909768427$260.01%
383Unilever Plc ADR Rep 1 CORP COMMONUNLYF517$260.01%
384Tjx Companies INC CORP COMMON872540109246$250.01%
385Toyota Motor Corp - AdrTOYOF100$250.01%
386Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf922042676600$250.01%
387Northern Oil And Gas INC CORP COMMONNOG625$250.01%
388Amplify Junior Silver Miners Etf0321086492,515$250.01%
389Vanguard Russell 1000 Index Fund Etf92206C730100$240.01%
390Trinity Industries INC CORP COMMON896522109850$240.01%
391Technology Select Sector Spdr Fund Etf81369Y803115$240.01%
392Medical Properties Trust INC Reit CORP COMMON58463J3045,020$240.01%
393Invesco S&p Midcap Low Volatility Etf Invsc S PIVZ427$240.01%
394Vanguard Russell 3000 Etf92206C599100$230.01%
395Vanguard Pacific Stock Index Fund Ftse Etf922042866300$230.01%
396Tyson Foods INC CLASS A CORP COMMONTSN400$230.01%
397Paramount Global CLASS B CORP COMMON92556H2061,933$230.01%
398Nuveen Quality Municipal Income Fund Incm CfNU1,969$230.01%
399Kinder Morgan INC CLASS P CORP COMMONEP-PC1,253$230.01%
400Ishares U.s. Healthcare Providers Etf US Pro464288828425$230.01%
401Schwab US Dividend Equity Etf808524797270$220.01%
402Rpm International INC CORP COMMON749685103186$220.01%
403Mdu Resources Group INC CORP COMMON552690109885$220.01%
404Centerpoint Energy INC CORP COMMONCNP750$210.01%
405Ennis INC CORP COMMONEBF1,000$210.01%
406Franco-nevada Corp Franco Nevada COMMONFNV177$210.01%
407Vertex Pharmaceuticals INC CORP COMMONVRTX50$210.01%
408Illinois Tool Works INC CORP COMMON45230810973$200.01%
409Cardinal Health INC CORP COMMONCAH180$200.01%
410Moelis & CO CLASS A CORP COMMONMC350$200.01%
411Wheaton Precious Metals Corp COMMONWPM400$190.01%
412Silgan Holdings INC CORP COMMONSLGN400$190.01%
413Invesco S&p Smallcap Low Volatility Etf Invsc S P VolatiltyIVZ426$190.01%
414Vanguard S&p 500 Value Index Fund Etf921932703100$180.01%
415Truist Financial Corp COMMON89832Q109453$180.01%
416Tractor Supply CO CORP COMMONTSCO64$170.01%
417Timken CO CORP COMMONTKR200$170.01%
418Royal Caribbean Cruises Ltd Group CORP COMMONV7780T103120$170.01%
419Pinnacle West Capital Corp COMMONPNW233$170.01%
420Nexgen Energy Ltd CORP COMMONNXE2,185$170.01%
421Knife River Corp COMMONKNF212$170.01%
422First Solar INC CORP COMMONFSLR100$170.01%
423Dfa Dimensional US Large Cap Value Etf Dimensionl25434V666570$170.01%
424Danaher Corp.23585110270$170.01%
425Blackrock INC CORP COMMONBLK20$170.01%
426Biomarin Pharmaceutical INC CORP COMMONBMRN200$170.01%
427Avangrid INC CORP COMMON05351W103455$170.01%
428Aflac INC CORP COMMONAFL193$170.01%
429Sempra CORP COMMONSREA222$160.01%
430Global X Silver Miners Etf37954Y848570$160.01%
431Corning Inc.GLW476$160.01%
432Bok Financial Corp COMMON05561Q201176$160.01%
433Vanguard US Momentum Factor Etf921935508100$150.01%
434Shopify INC CLASS A Sub Vtg CORP COMMONSHOP200$150.01%
435Sherwin-williams CO Sherwin Williams CORP COMMONSHW42$150.01%
436Mosaic CO CORP COMMONMOS460$150.01%
437Fastenal CO CORPFAST200$150.01%
438Eog Resources INC CORP COMMONEOG115$150.01%
439Coeur Mining INC CORP COMMON1921085044,000$150.01%
440Walgreens Boots Alliance INC Walgreen CORP COMMON931427108632$140.01%
441Vanguard US Quality Factor Etf921935706100$140.01%
442United Bankshares INC CORP COMMONUNTCW400$140.01%
443Spdr S&p Midcap 400 EtfMDY25$140.01%
444Palantir Technologies INC CLASS A CORP COMMONPLTR600$140.01%
445Franklin Resources INC CORP COMMONBEN500$140.01%
446Essential Utilities INC CORP COMMON29670G102380$140.01%
447Darden Restaurants INC CORP COMMONDRI82$140.01%
448Airbnb INC CLASS A CORP COMMONABNB84$140.01%
449Coinbase Global INC CLASS A CORP COMMONCOIN52$140.01%
450Las Vegas Sands Corp COMMONLVS245$130.01%
451Trump Media & Technology Group Corp COMMONDJTWW210$130.01%
452Stanley Black & Decker INC And CORP COMMONSWK133$130.01%
453Southstate Corp COMMONSSB150$130.01%
454Pioneer Natural Resources CO Resource CORP COMMON72378710750$130.01%
455International Paper CO CORP COMMON460146103325$130.01%
456Fmc Corp COMMONFMC197$130.01%
457Cme Group INC CLASS A CORP COMMONCME60$130.01%
458Lazard INC CORP COMMONLAZ275$120.01%
459Norwegian Cruise Line Holdings Ltd CORP COMMONNCLH550$120.01%
460Vanguard Mega Cap Value Index Fund Etf921910840100$120.01%
461Chemours CO CORP COMMONCC475$120.01%
462Verisk Analytics INC CORP COMMONVRSK50$120.01%
463Copart INC CORP COMMONCPRT200$120.01%
464Hf Sinclair Corp COMMONDINO200$120.01%
465Ingredion INC CORP COMMONINGR100$120.01%
466York Water CO CORP COMMON987184108340$120.01%
467Vanguard Total World Stock Index Fund Etf922042742100$110.00%
468Norfolk Southern Corp COMMON65584410844$110.00%
469Booking Holdings INC CORP COMMONBKNG3$110.00%
470Vanguard US Minimum Volatility Etf Volatilty921935409100$110.00%
471Dick's Sporting Goods INC Dicks CORP COMMON25339310250$110.00%
472Eversource Energy CORP COMMONES187$110.00%
473Modivcare INC CORP COMMON60783X104475$110.00%
474Stmicroelectronics Nv ADRSTMEF260$110.00%
475Vanguard S&p Mid-cap 400 Growth Index Fund Mid Cap Etf921932869100$110.00%
476General Motors CO CORP COMMON37045V100219$100.00%
477Campbell Soup CO CORP COMMONCPB215$100.00%
478Ameren CorpAEE132$100.00%
479Amplify Cybersecurity Etf032108664160$100.00%
480Bank Of Montreal CORP COMMON063671101100$100.00%
481Vanguard S&p Mid-cap 400 Index Fund Mid Cap Etf921932885100$100.00%
482Vanguard S&p Small-cap 600 Index Fund Small Cap Etf921932828100$100.00%
483Vaneck Semiconductor Etf92189F67645$100.00%
484Tfs Financial Corp COMMON87240R107800$100.00%
485Pure Storage INC CLASS A CORP COMMON74624M102200$100.00%
486Oceanfirst Financial Corp COMMON675234108600$100.00%
487Magna International INC CORP COMMON559222401188$100.00%
488Kkr Real Estate Finance Trust INC CORP COMMONKKRT1,000$100.00%
489Howmet Aerospace INC CORP COMMONHWM141$100.00%
490Garmin Ltd CORP COMMONGRMN68$100.00%
491Thermo Fisher Scientific INC CORP COMMONTMO15$90.00%
492Equinox Gold Corp COMMONEQX1,530$90.00%
493Agnico Eagle Mines Ltd (Ontario) CORP COMMONAEM159$90.00%
494Barrick Gold Corp COMMON067901108570$90.00%
495Blackrock Short Duration Bond Etf Duratn Bnd46431W507174$90.00%
496Mercadolibre INC CORP COMMONMELI6$90.00%
497Omega Healthcare Investors INC Reit CORP COMMON681936100270$90.00%
498Rumbleon INC CLASS B CORP COMMONRUMBW1,330$90.00%
499Schwab International Equity Etf808524805225$90.00%
500Silvercrest Metals INC CORP COMMON8283631011,420$90.00%