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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

ORG Partners LLC

Quarter ended Q3 2023 · Filed July 25, 2023 · Accession 0001979372-23-000001

Total Value
$616.2M
Positions
24,076
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TRUST FALN ANGLS USD ETF46435G474673,524$17.1M5.60%
2BERKSHIRE HATHAWAY INC COM CL ABRK-A22$11.4M3.73%
3BERKSHIRE HATHAWAY INC COM CL BBRK-A23,297$7.9M2.60%
4SPDR SERIES TRUST SPDR NUVEEN BLMBRG HIGH YLD78464A284285,436$7.1M2.34%
5UNITED STATES TREASURY BILLS BILLUNTCW5,971$6.0M1.95%
6TESLA INCTSLA19,305$5.4M1.77%
7UNITED STATES TREASURY BILLS BILLUNTCW5,013$5.0M1.63%
8GILEAD SCIENCES INCGILD63,334$4.9M1.59%
9UNITED STATES TREASURY BILLS BILLUNTCW4,587$4.5M1.49%
10ABBOTT LABORATORIES COMABLZF36,342$4.0M1.30%
11ENERGY TRANSFER LP COM UNITS REP LTD PTN INTET-PI288,117$3.7M1.20%
12EXXON MOBIL CORPORATION COMXOM33,695$3.6M1.18%
13UNITED STATES TREASURY BILLS BILLUNTCW3,624$3.6M1.18%
14UNITED STATES TREASURY BILLS BILLUNTCW3,421$3.4M1.10%
15UNITED STATES TREASURY BILLS BILLUNTCW3,264$3.3M1.07%
16ISHARES TRUST NATIONAL MUN ETF46428841429,675$3.2M1.04%
17ISHARES TRUST CORE TOTAL USD ETF46434V61366,691$3.0M0.99%
18APPLE INC COMAAPL14,206$2.8M0.90%
19APPLE INCAAPL14,040$2.7M0.89%
20SPROTT PHYSICAL GOLD TRUST UNITSII176,268$2.6M0.86%
21VANGUARD VNG RUS1000GRW ETF92206C68035,219$2.5M0.82%
22NORTHROP GRUMMAN CORP COMNOC5,147$2.3M0.77%
23AMAZON COM INC COMAMZN16,868$2.2M0.72%
24ISHARES TRUST US TREAS BD ETF46429B26793,703$2.1M0.70%
25PACER FDS TR WEALTHSHIELD ETF69374H84077,913$2.1M0.70%
26UNITED STATES TREASURY BILLS BILLUNTCW2,150$2.1M0.69%
27DIREXION SHARES ETF TRUST 20YR TRES BULL ETF25459W540254,437$2.0M0.65%
28MICROSOFT CORP COMMSFT5,793$2.0M0.65%
29UNITED STATES TREASURY BILLS BILLUNTCW1,986$2.0M0.64%
30WALMART INCWMT11,360$1.8M0.59%
31ABBVIE INC COMABBV13,010$1.8M0.57%
32UNITED STATES TREASURY BILLS BILLUNTCW1,549$1.5M0.51%
33KRANESHARES TR CSI CHI INTERNET ETF50076730656,668$1.5M0.50%
34KRANESHARES TR KFA MOUNT LUCAS MNGED FUTRE50076765246,989$1.4M0.47%
35PROSHARES TRUST S&P 500 DV ARIST ETF74348A46714,497$1.4M0.45%
36ENTERPRISE PRODS PARTNERS L P COM UNITS REP LIM PART INT29379210751,306$1.4M0.44%
37SIMPLIFY EXCHANGE TRADED FDS MANAGED FUTURES STRATEGY ETF82889N69951,806$1.3M0.43%
38CATHAY GENERAL BANCORP COM14915010440,353$1.3M0.43%
39ALTRIA GROUP INC COMMO28,346$1.3M0.42%
40PACER FDS TR TRENDPILOT US BD ETF69374H64261,709$1.2M0.40%
41UNITED STATES TREASURY BILLS BILLUNTCW1,237$1.2M0.40%
42UNITED STATES TREASURY BILLS BILLUNTCW1,228$1.2M0.40%
43ALPHABET INC COM CL CGOOG9,688$1.2M0.38%
44ISHARES TRUST SHRT NAT MUN ETF46428815810,760$1.1M0.37%
45AMGEN INC.AMGN4,640$1.0M0.34%
46UNITED STATES TREASURY NOTES NOTE91282CDR91,052$1.0M0.34%
47NVIDIA CORP COMNVDA2,403$1.0M0.33%
48CARDINAL HEALTH INC COMCAH10,470$990,0000.32%
49MCDONALD'S CORPORATION COMMCD3,281$979,0000.32%
50PIMCO ETF TRUST INTER MUN BD ACT ETF72201R86618,866$978,0000.32%
51WALMART INC COMWMT6,143$966,0000.32%
52TESLA INCTSLA3,450$965,3790.32%
53ISHARES TRUST CORE S&P US GWT ETF4642876719,849$962,0000.32%
54VANGUARD INTER TERM TREAS ETF92206C70616,378$961,0000.31%
55ISHARES TOTAL USD BOND46434V61320,961$947,6470.31%
56ISHARES RUSSELL 10004642876223,830$934,3670.31%
57ROPER TECHNOLOGIES INC COMROP1,934$930,0000.30%
58UNITED STATES TREASURY BILLS BILLUNTCW930$929,0000.30%
59GRAINGER W W INC COM3848021041,169$922,0000.30%
60MASTERCARD INCORPORATED COM CL AMA2,315$910,0000.30%
61ISHARES TRUST CORE DIV GRWTH ETF46434V62117,187$886,0000.29%
62UNITED STATES TREASURY BILLS BILLUNTCW879$874,0000.29%
63CHEVRON CORPORATION COMCVX5,538$871,0000.29%
64ISHARES TRUST CORE US AGGBD ET ETF4642872268,868$869,0000.28%
65ILLINOIS TOOL WORKS INC COM4523081093,469$868,0000.28%
66LINDE PLC COMLIN2,275$867,0000.28%
67UNITED STATES TREASURY BILLS BILLUNTCW881$866,0000.28%
68UNITED STATES TREASURY NOTES NOTEUNTCW1,050$866,0000.28%
69VANGUARD INTRMDIAT TRM92206C70614,566$850,0720.28%
70CINTAS CORP COMCTAS1,685$838,0000.27%
71NUCOR CORP COMNUE4,983$817,0000.27%
72UNITED STATES TREASURY BILLS BILL912796ZD4813$795,0000.26%
73NEWMONT CORPORATION COMNEMCL18,481$788,0000.26%
74REAVES UTILITY INCOME FD COM SH BEN INT75615810128,749$788,0000.26%
75VANGUARD INTRMDIAT TRM92206C70613,038$760,8980.25%
76VALMONT INDUSTRIES9202531012,600$759,6420.25%
77VALMONT INDUSTRIES9202531012,600$759,6420.25%
78ALPHABET INC.GOOG6,259$754,6300.25%
79COLGATE-PALMOLIVE CO COMCL9,793$754,0000.25%
80ISHARES CORE DIVIDEND46434V62114,400$743,1840.24%
81VANGUARD SHORT TERM TREAS ETF92206C10212,640$730,0000.24%
82VANGUARD FTSE DEVELOPED MKTS ETF92194385815,806$730,0000.24%
83PIMCO ETF TRUST ACTIVE BD ETF72201R7757,901$724,0000.24%
84UNITED STATES TREASURY BILLS BILLUNTCW725$712,0000.23%
85SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF78463X88921,377$696,0000.23%
86QUALCOMM INC COMQCOM5,813$692,0000.23%
87ALIBABA GROUP HOLDING LTD ADR SPONSOREDBBAAY8,208$684,0000.22%
88PACER FDS TR TRENDP US LAR CP ETF69374H10516,337$675,0000.22%
89BERKSHIRE HATHAWAYBRK-A1,943$664,5060.22%
90JOHNSON & JOHNSON COMJNJ4,013$664,0000.22%
91ISHARES TRUST MSCI USA QUALITY FACTOR ETF46432F3394,805$648,0000.21%
92ISHARES MSCI USA MIN VOL46429B6978,600$638,5500.21%
93ISHARES TRUST TIPS BD ETF4642871765,884$633,0000.21%
94NETFLIX INC COMNFLX1,426$628,0000.21%
95AMERICAN AIRLINES INC CMO 2016-1 B02376YAA51,375$627,0000.21%
96PACER FDS TR TRENDP US MID CP ETF69374H20418,987$625,0000.20%
97SCHWAB US LARGE CAP ETF80852420111,722$615,4050.20%
98UNITED STATES TREASURY BILLS BILLUNTCW615$612,0000.20%
99PHILIP MORRIS INTL7181721096,199$610,4780.20%
100ISHARES TOTAL USD BOND46434V61313,355$603,7800.20%
101TESLA INC COMTSLA2,250$589,0000.19%
102ALPHABET INC COM CL AGOOG4,917$589,0000.19%
103VANGUARD S&P 500 ETF SHS9229083631,425$580,0000.19%
104SELECT SECTOR SPDR TRUST SBI INT-UTILS ETF81369Y8868,852$579,0000.19%
105PROCTER & GAMBLE CO COM7427181093,796$576,0000.19%
106FRANCO NEVADA CORP COMFNV3,966$566,0000.19%
107ADOBE INC COMADBE1,124$550,0000.18%
108ISHARES TRUST CHINA LG-CAP ETF46428718420,000$544,0000.18%
109ROCHE HOLDINGS AG ADR SPONSORED77119510414,167$541,0000.18%
110VANGUARD INTRMDIAT TRM92206C7069,183$535,9200.18%
111PEPSICO INC COMPEP2,887$535,0000.18%
112LOWE'S COMPANIES INC COM5486611072,356$532,0000.17%
113ISHARES RUSSELL 10004642876222,160$526,9540.17%
114VANGUARD VALUE ETF9229087443,671$522,0000.17%
115UNITED STATES TREASURY BILLS BILLUNTCW525$512,0000.17%
116ISHARES CORE S&P 5004642872001,145$511,0710.17%
117VANGUARD GROWTH ETF9229087361,807$511,0000.17%
118SCHWAB US DIVIDEND8085247976,949$507,6240.17%
119SPDR S&P 500 ETFSPY1,139$505,4770.17%
120SALESFORCE INC COMCRM2,373$501,0000.16%
121SPDR BLOOMBERG 1 3 MNTH78468R6635,400$493,9380.16%
122CAMPBELL SOUP CO COMCPB10,751$491,0000.16%
123BARRICK GOLD CORPORATION COM06790110828,844$488,0000.16%
124UNITED STATES TREASURY NOTES NOTEUNTCW500$488,0000.16%
125PHILIP MORRIS INTL INC COM7181721094,983$486,0000.16%
126AUTOMATIC DATA PROCESSING INC COMADP2,183$480,0000.16%
127DEVON ENERGY CORP COM25179M1039,902$479,0000.16%
128ISHARES MSCI USA MIN VOL46429B6976,448$478,7610.16%
129ELI LILLY AND COMPANY COMLLY1,014$476,0000.16%
130ISHARES TRUST 1 3 YR TREAS BD ETF4642874575,843$474,0000.16%
131DELTA AIR LINES PASS THRU TRUS CMO 2015-1 BDAL950$472,0000.15%
132VALMONT INDUSTRIES9202531011,600$467,4720.15%
133PENTAIR PLC COMPNR7,117$460,0000.15%
134AIR PRODUCTS & CHEMICALS INC COMAIIR1,528$458,0000.15%
135ISHARES TRUST IBOXX INV CP ETF4642872424,226$457,0000.15%
136UNION PACIFIC CORP COMUNP2,208$452,0000.15%
137PPG INDUSTRIES INC COM6935061073,041$451,0000.15%
138AMERICAN ELECTRIC POWER CO INC COM0255371015,344$450,0000.15%
139KEURIG DR PEPPER INC COMKDP14,315$448,0000.15%
140AFLAC INC COMAFL6,379$445,0000.15%
141COCA-COLA CO COMKO7,393$445,0000.15%
142TELEDYNE TECHNOLOGIES INC COMTDY1,077$443,0000.15%
143EXPEDTRS INTL WASH COM3021301093,650$442,0000.14%
144CHURCH & DWIGHT COMCHD4,395$441,0000.14%
145ISHARES TRUST 3 7 YR TREAS BD ETF4642886613,828$441,0000.14%
146ISHARES CORE S&P MID-CAP4642875071,676$439,4510.14%
147ORIGIN BANCORP INC COMOBK14,866$436,0000.14%
148SPDR NUVEEN BLMG HG YL78464A28417,384$435,4690.14%
149EMERSON ELECTRIC CO COMEMR4,813$435,0000.14%
150ONEOK INC COMOKE7,014$433,0000.14%
151SCHWAB US DIVIDEND8085247975,864$428,3650.14%
152AMTRUST FINANCIAL SERVICES INC NOTE M/W CLBL032359AE1430$427,0000.14%
153SHERWIN-WILLIAMS CO COMSHW1,602$425,0000.14%
154WEST PHARMA SERVICES INC COM9553061051,105$423,0000.14%
155FOSTER (LB) & CO COMFSTR29,542$422,0000.14%
156SCHWAB (CHARLES) CORP NOTE PERP M/W QTRLY CLBL808513BD6440$421,0000.14%
157THE CIGNA GROUP COM1255231001,500$421,0000.14%
158BERKSHIRE HATHAWAYBRK-A1,230$420,6600.14%
159UNITED STATES TREASURY NOTES NOTEUNTCW421$420,0000.14%
160SABRA HEALTH CARE REIT INC COM USD0.01SBRA35,328$416,0000.14%
161EXXON MOBIL CORPXOM3,860$414,7960.14%
162UNITED STATES TREASURY BILLS BILLUNTCW415$414,0000.14%
163APPLE INCAAPL2,150$413,7890.14%
164ISHARES CORE DIVIDEND46434V6218,000$412,8800.14%
165DOVER CORP COMDOV2,790$412,0000.13%
166VANGUARD S&P 500 ETF9229083631,005$410,2040.13%
167VANGUARD S&P 500 ETF922908363998$407,2890.13%
168BROWN & BROWN INC COMBRO5,912$407,0000.13%
169UNITED STATES TREASURY BILLS BILL912797FR3406$406,0000.13%
170ANNALY CAPITAL MANAGEMENT INC COM USD0.01(POST REV SPLT)NLY-PJ20,233$405,0000.13%
171ECOLAB INC COMECL2,172$405,0000.13%
172SERVICENOW INC COMNOW718$403,0000.13%
173MEDTRONIC PLC COMMDT4,573$403,0000.13%
174MCCORMICK & COMPANY INC COMMKC-V4,611$402,0000.13%
175SMITH A O CORP COMAOS5,514$401,0000.13%
176CATERPILLAR INC COMCAT1,630$401,0000.13%
177STANLEY BLACK & DECKER INC COMSWK4,273$400,0000.13%
178UNITED STATES TREASURY NOTES NOTEUNTCW410$399,0000.13%
179KIMBERLY CLARK CORP COMKMB2,885$398,0000.13%
180CLOROX CO COMCLX2,501$398,0000.13%
181ALBEMARLE CORP COMALB-PA1,782$398,0000.13%
182BECTON DICKINSON & CO COMBDX1,508$398,0000.13%
183ISHARES SHORT TERM NTNL4642881583,821$396,8110.13%
184BROWN-FORMAN CORP COM CL BBF-B5,916$395,0000.13%
185CLARK CNTY NEV GO LTD TAX STADIUM IM REV CLBL180848XJ7375$395,0000.13%
186UNITED STATES TREASURY NOTES NOTEUNTCW405$395,0000.13%
187IMPERIAL BRANDS PLC ADR SPONSORED45262P10217,548$394,0000.13%
188UNITEDHEALTH GROUP INC COMUNH814$391,0000.13%
189INTERNATIONAL BUS MACH CORP COMINTR2,917$390,0000.13%
190UNILEVER PLC ADR SPONSOREDUNLYF7,479$390,0000.13%
191SMUCKER (JM) CO COM8326964052,636$389,0000.13%
192ESSEX PROPERTY TRUST INC COM USD0.00012971781051,655$388,0000.13%
193LEANDER TEX INDPT SCH DIST UNLTD BLDG TAX BDS CLBL521841H58360$388,0000.13%
194ATMOS ENERGY CORP COMATO3,277$381,0000.12%
195APPLE INCAAPL1,979$380,9730.12%
196SCHWAB US DIVIDEND8085247975,163$377,1570.12%
197VANGUARD FTSE DEVELOPED9219438588,136$376,3710.12%
198SCHWAB US DIVIDEND8085247975,149$376,1340.12%
199UNITED STATES TREASURY NOTES NOTEUNTCW377$376,0000.12%
200HOME DEPOT INC COMHD1,201$373,0000.12%
201UNITED STATES TREASURY BILLS BILL912797LL9386$372,0000.12%
202ISHARES MSCI USA MIN VOL46429B6975,000$371,2500.12%
203MICROSOFT CORPMSFT1,093$369,3050.12%
204GENUINE PARTS CO COMGPC2,182$369,0000.12%
205GENERAL MOTORS FIN CO INC NOTE M/W CLBLGM370$368,0000.12%
206CONOCOPHILLIPSCOP3,513$366,2030.12%
207DUKE ENERGY CORP COMDUKB4,008$360,0000.12%
208ALTRIA GROUP INCMO7,808$358,5430.12%
209LABORATORY CORP AMER HLDGS COM50540R4091,472$355,0000.12%
210BERKSHIRE HATHAWAYBRK-A1,036$354,3120.12%
211SPDR NUVEEN BLMG HG YL78464A28414,135$354,0820.12%
212VANGUARD LONG-TERM TREASURY ETF92206C8475,577$354,0000.12%
213S&P GLOBAL INC COMSPGI882$354,0000.12%
214META PLATFORMS INC COM CL AMETA1,216$349,0000.11%
215ISHARES TRUST CORE S&P500 ETF464287200782$348,0000.11%
216ARCHER-DANIELS-MIDLAND CO COMADM4,605$348,0000.11%
217ISHARES RUSSELL 10004642876221,426$347,8870.11%
218PIONEER NATURAL RES7237871071,654$343,5300.11%
219VISA INC COM CL AV1,431$340,0000.11%
220AMAZON.COM INCAMZN2,600$338,5720.11%
221ISHARES MBS ETF4642885883,637$337,1860.11%
222SPDR S&P 500 ETFSPY753$334,1740.11%
223UNITED STATES TREASURY NOTES NOTEUNTCW335$331,0000.11%
224CONSOLIDATED EDISON INC COMED3,623$328,0000.11%
225NETFLIX INCNFLX739$326,2240.11%
226VANGUARD S&P 500 ETF922908363796$324,8160.11%
227ISHARES TOTAL USD BOND46434V6137,183$324,7430.11%
228BAYTOWN TEX COMBINATION TAX AND REV C CLBL073186SP4315$323,0000.11%
229VANGUARD S&P 500 ETF922908363790$322,3670.11%
230QUEST DIAGNOSTICS INC COMDGX2,292$322,0000.11%
231BOEING CO NOTE M/W CLBLBA-PA327$322,0000.11%
232SPDR SERIES TRUST S&P HOMEBUILD ETF78464A8883,980$320,0000.10%
233ISHARES US TREASURY BOND46429B26713,955$318,3140.10%
234BOEING CO COMBA-PA1,507$318,0000.10%
235MICROSOFT CORPMSFT933$315,3450.10%
236VANGUARD TOTAL STK MKT ETF9229087691,428$315,0000.10%
237UNITED STATES TREASURY BILLS BILLUNTCW320$314,0000.10%
238SCHWAB US DIVIDEND8085247974,298$313,9690.10%
239UNION PACIFIC CORPUNP1,520$313,3180.10%
240ISHARES TOTAL USD BOND46434V6136,924$313,0340.10%
241CHUBB LIMITED COMCB1,617$311,0000.10%
242SYSCO CORP COMSYY4,162$309,0000.10%
243ISHARES CORE S&P 500464287200689$307,5350.10%
244ISHARES 20 PLS YEAR4642874323,000$306,2400.10%
245ISHARES CORE US4642872263,134$305,8160.10%
246SCHWAB US DIVIDEND8085247974,165$304,2530.10%
247WILLIS TOWERS WATSON P FWTW1,301$303,7570.10%
248ISHARES TOTAL USD BOND46434V6136,697$302,7710.10%
249ISHARES TOTAL USD BOND46434V6136,697$302,7710.10%
250MA COM TECH SOLUTN55405Y1004,624$301,2540.10%
251EXXON MOBIL CORPXOM2,788$299,5980.10%
252UNITED STATES TREASURY NOTES NOTEUNTCW300$299,0000.10%
253VANGUARD S&P 500 ETF922908363730$297,8840.10%
254UNITED STATES TREASURY BILLS BILLUNTCW300$297,0000.10%
255NEXTERA ENERGY INC COMNEE-PW3,999$297,0000.10%
256ISHARES CORE S&P TOTAL4642871502,994$293,5320.10%
257HINES GLOBAL INCOME TRUS43324370627,857$291,6600.10%
258VANGUARD INTRMDIAT TRM92206C7064,990$291,2160.10%
259GENERAL DYNAMICS CORP COMGD1,346$290,0000.10%
260ISHARES NATIONAL MUNI4642884142,696$287,2050.09%
261HORMEL FOODS CORP COMHRL7,140$287,0000.09%
262ISHARES DIVIDEND GROWTH46435G5244,600$285,6770.09%
263SCHWAB US DIVIDEND8085247973,903$285,1140.09%
264VANGUARD INTRMDIAT TRM92206C7064,779$278,9020.09%
265VANGUARD INTRMDIAT TRM92206C7064,772$278,4940.09%
266ENERGY TRANSFER L P LPET-PI21,600$277,5600.09%
267SCHWAB US DIVIDEND8085247973,790$276,8600.09%
268INFRACAP EQUITY INCOME81752T61911,655$276,7480.09%
269BERKSHIRE HATHAWAYBRK-A800$273,6000.09%
270TYSON FOODS INC COM CL ATSN5,344$273,0000.09%
271VANGUARD INTRMDIAT TRM92206C7064,676$272,8910.09%
272PACER US CASH COWS 10069374H8815,671$272,6620.09%
273RIVIAN AUTOMOTIVE INCRIVN13,866$271,2190.09%
274TEXAS WTR DEV BRD REV ST IMPLEMENTATION FD REV CLBL88285ABK3250$271,0000.09%
275ISHARES NATIONAL MUNI4642884142,537$270,2670.09%
276VANGUARD INTRMDIAT TRM92206C7064,628$270,0900.09%
277KINDER MORGAN INC COMEP-PC15,663$270,0000.09%
278APPLE INCAAPL1,400$269,4440.09%
279ACCENTURE PLC COMACN866$267,0000.09%
280GARTNER INC COMIT758$266,0000.09%
281PACER TRENDPILOT US69374H1056,400$264,5120.09%
282ISHARES RUSSELL 10004642876221,079$263,2330.09%
283KAYNE ANDERSON ENERGY INFRA FD COM48660610632,271$263,0000.09%
284DALLAS FORT WORTH TEX INTL ARP JOINT REV IMPT BDS CLBL2350362Q2260$261,0000.09%
285AMPLIFY CWP ENHANCED DIV0321084097,250$260,6380.09%
286AMAZON.COM INCAMZN2,000$260,4400.09%
287JP MORGAN CHASE & CO COMVYLD1,791$260,0000.09%
288INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGT ETFIVZ1,739$260,0000.09%
289IBM CORPINTR1,940$259,3200.08%
290MICROSOFT CORPMSFT766$258,8080.08%
291BERKSHIRE HATHAWAYBRK-A755$258,2100.08%
292SELECT SECTOR SPDR TRUST TECHNOLOGY ETF81369Y8031,480$257,0000.08%
293REALTY INCOME CORP COMO4,292$257,0000.08%
294ISHARES MSCI USA MIN VOL46429B6973,454$256,4660.08%
295PAYPAL HOLDINGS INC COMPYPL3,836$256,0000.08%
296PACER TRENDPILOT69374H6839,306$255,6360.08%
297INVESCO EXCHANGE TRADED FUND T S&P500 LOW VOL ETFIVZ4,060$255,0000.08%
298ORACLE CORPORCL-PD2,175$254,8010.08%
299AIRBNB INC COM CL AABNB1,978$254,0000.08%
300CINCINNATI FINANCIAL CORP COM1720621012,613$254,0000.08%
301WESTERN ASSET MUNICIPAL95766N10338,600$253,5980.08%
302PIONEER NATURAL RES7237871071,220$253,4430.08%
303APPLE INCAAPL1,316$253,2770.08%
304COLUMBIA ETF TR I DIVERSIFID FXD ETF19761L50814,395$253,0000.08%
305OHIO ST WTR DEV AUTH LN FD BDS REV CLBL67766WZD7235$253,0000.08%
306AMCOR PLC COMAMCCF25,294$252,0000.08%
307T-MOBILE NOTE M/W CLBL85207UAH8250$252,0000.08%
308PROSHARES S&P 500 DIV74348A4672,668$251,7690.08%
309HCA INC DEBENTURE - UNSECURED197679AB9250$251,0000.08%
310AERCAP IRELAND CAPITAL DAC NOTE M/W CLBL00774MAN5250$251,0000.08%
311CARNIVAL CORP DEBENTURE - UNSECUREDCUKPF250$250,0000.08%
312SCHWAB STRATEGIC TR US TIPS ETF8085248704,753$249,0000.08%
313MIAMI-DADE COUNTY FLORIDA GO BDS CLBL59333FWN6235$248,0000.08%
314ALLY FINANCIAL INC NT PERP M/W QTRLY CLBL VARALLY350$247,0000.08%
315TRANSOCEAN LIMITED COMRIG35,148$246,0000.08%
316VANGUARD SHORT TRM BOND ETF9219378273,253$246,0000.08%
317BERKSHIRE HATHAWAYBRK-A715$244,5300.08%
318TEXAS WATER DEV BRD REV REV BDS CLBL882854YK2235$244,0000.08%
319VISA INCV1,022$243,2050.08%
320ISHARES 0-5 YEAR TIPS46429B7472,500$243,0000.08%
321FIFTH THIRD BANCORP NOTE PERP M/W QTRLY CLBL VARFITBM270$242,0000.08%
322SPDR S&P 500 HIGH78468R7886,448$241,3490.08%
323CITIGROUP INC NOTE PERP M/W QTRLY CLBL VARC-PR240$241,0000.08%
324AMPLIFY CWP ENHANCED DIV0321084096,703$240,9810.08%
325PNC FINANCIAL SERVICES GROUP NOTE PERP M/W QTRLY CLBL VARPNC240$240,0000.08%
326GLOBAL X US INFRA37954Y6737,607$239,3160.08%
327VANGUARD FTSE DEVELOPED9219438585,149$238,1930.08%
328BANK OF AMERICA CORPORATION COM0605051048,291$238,0000.08%
329KRANESHARES TR QUADRTC INT RT ETF50076773611,532$237,0000.08%
330ISHARES CORE S&P 500464287200530$236,5660.08%
331ISHARES RUSSELL 1000464287622969$236,3970.08%
332TRUIST FINANCIAL CORPORATION NOTE PERP M/W CLBLTFC-PR255$236,0000.08%
333AMAZON.COM INCAMZN1,800$234,3960.08%
334ISHARES TR SELECT DIVID ETF FD4642871682,063$233,7380.08%
335THERMO FISHER SCNTFCTMO450$233,6000.08%
336ISHARES NATIONAL MUNI4642884142,191$233,4070.08%
337WELLS FARGO & COMPANY NOTE PERP M/W QTRLY CLBL949746TD3265$233,0000.08%
338TOLL BROS INC COMTOL2,949$233,0000.08%
339BLACKROCK NY MUNICIPAL IBLK22,457$232,6570.08%
340ISHARES NATIONAL MUNI4642884142,181$232,3420.08%
341ISHARES CORE DIVIDEND46434V6214,500$232,2450.08%
342SPDR SP 1500 VALUE TILT78464A1281,557$232,1980.08%
343GENERAL MOTORS FIN CO INC NOTE M/W CLBLGM260$232,0000.08%
344SPDR S&P OIL & GAS EXPL78468R5561,797$231,8310.08%
345T-MOBILE NOTE M/W CLBL85207UAF2230$231,0000.08%
346ISHARES TRUST 20 YR TR BD ETF4642874322,230$230,0000.08%
347ISHARES CORE S&P 500464287200514$229,4240.08%
348HONEYWELL INTL INC4385161061,100$229,1300.08%
349LTC PROPERTIES INC COM USD0.015021751026,935$229,0000.08%
350VANECK VIDO GAMIN ESPO92189F1144,047$227,1580.07%
351INVSC VARIABLE RTIVZ9,112$227,0710.07%
352SCHWAB US DIVIDEND8085247973,105$226,8200.07%
353FIRST TRUST MERGER33740J20311,337$226,3990.07%
354HCA INC NOTE M/W CLBLHCA225$225,0000.07%
355DALLAS TEXAS REF BDS REV CLBL2354166Y5220$224,0000.07%
356VANGUARD INTRMDIAT TRM92206C7063,829$223,4600.07%
357SPDR S&P 500 ETFSPY502$222,7830.07%
358ACTIVISION BLIZZARD INC COM00507V1092,635$222,0000.07%
359ISHARES NATIONAL MUNI4642884142,082$221,7950.07%
360DREAM FINDERS HOMES INC COM CL ADFH8,937$220,0000.07%
361SPDR SP 1500 VALUE TILT78464A1281,472$219,5220.07%
362ISHARES TRUST RUS 1000 GRW ETF464287614796$219,0000.07%
363WALT DISNEY COMPANY (THE) NOTEDIS210$218,0000.07%
364VANGUARD S&P 500 ETF922908363532$217,0880.07%
365UNITED STATES TREASURY BILLS BILLUNTCW219$217,0000.07%
366GENERAL MOTORS FIN CO INC NOTE PERP M/W CLBLGM265$216,0000.07%
367ISHARES MSCI USA QLTY46432F3391,603$215,9080.07%
368ISHARES MBS ETF4642885882,313$214,4380.07%
369LEIDOS HOLDINGS INCLDOS2,421$214,0650.07%
370SCHWAB US DIVIDEND8085247972,918$213,1600.07%
371NVIDIA CORPNVDA500$212,0650.07%
372VANGUARD S&P 500 ETF922908363516$210,5590.07%
373SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF78463X5096,106$210,0000.07%
374TESLA INCTSLA750$209,8650.07%
375VANGUARD RUSSELL 100092206C6802,958$209,3670.07%
376SCHWAB US DIVIDEND8085247972,853$208,4120.07%
377ISHARES CORE DIVIDEND46434V6214,028$207,9010.07%
378EDISON INTERNTNL2810201073,000$207,2700.07%
379MAGELLAN MIDSTREAM PA LP5590801063,300$206,4150.07%
380ISHARES CORE S&P TOTAL4642871502,100$205,8840.07%
381PACER TRENDPILOT69374H6837,484$205,5850.07%
382ISHARES TOTAL USD BOND46434V6134,546$205,5250.07%
383VANECK COMMODITY92189H7714,342$205,5130.07%
384ISHARES CORE S&P TOTAL4642871502,077$203,6290.07%
385ISHARES US TREASURY BOND46429B2678,902$203,0550.07%
386UNITED STATES TREASURY BILLS BILLUNTCW204$203,0000.07%
387ISHARES NATIONAL MUNI4642884141,900$202,4070.07%
388ISHARES TRUST CORE S&P SCP ETF4642878042,027$202,0000.07%
389PROSPERITY BANCSHAREPB3,500$201,7400.07%
390UNITED STATES TREASURY BILLS BILLUNTCW205$201,0000.07%
391VANGUARD S&P 500 ETF922908363491$200,3570.07%
392ISHARES TOTAL USD BOND46434V6134,431$200,3260.07%
393RADIAN GROUP INC NOTE M/W CLBLRDN200$200,0000.07%
394UNITED STATES TREASURY BILLS BILLUNTCW205$200,0000.07%
395LOCKHEED MARTIN CORPLMT431$199,1510.07%
396APPLE INCAAPL1,032$198,6190.07%
397KANSAS CITY SOUTHERN NOTE M/W CLBL485170AR5200$198,0000.06%
398UNITED STATES TREASURY NOTES NOTEUNTCW200$198,0000.06%
399ISHARES TRUST GLOBAL REIT ETF46434V6478,594$197,0000.06%
400ISHARES TOTAL USD BOND46434V6134,350$196,6640.06%
401BARCLAYS PLC NOTE PERP M/W CONV QTRLY CLBLBCLYF200$196,0000.06%
402AERCAP IRELAND CAPITAL DAC NOTE M/W CLBL00774MAQ8200$196,0000.06%
403CATERPILLAR INCCAT792$195,8850.06%
404HINES GLOBAL INCOME TRUS43324370618,677$195,5460.06%
405PIONEER NATURAL RES723787107939$195,1580.06%
406KRANESHARES TR CHINA INTERNET & COVRD CALL50076747010,465$195,0000.06%
407UNITED STATES TREASURY NOTES NOTE91282CEK3200$195,0000.06%
408VANGUARD INTRMDIAT TRM92206C7063,334$194,5720.06%
409HINES GLOBAL INCOME TRUS43324370618,571$194,4400.06%
410HINES GLOBAL INCOME TRUS43324370618,515$193,8520.06%
411ISHARES NATIONAL MUNI4642884141,809$192,7010.06%
412VANGUARD S&P 500 ETF922908363471$192,1960.06%
413ISHARES FALLEN ANGELS46435G4747,611$192,0260.06%
414ISHARES NATIONAL MUNI4642884141,800$191,7540.06%
415VANGUARD INTRMDIAT TRM92206C7063,278$191,3040.06%
416SELECT SECTOR SPDR TRUST SBI CONS DISCR ETF81369Y4071,126$191,0000.06%
417ISHARES CORE S&P TOTAL4642871501,945$190,6880.06%
418ISHARES TOTAL USD BOND46434V6134,214$190,5150.06%
419ISHARES FALLEN ANGELS46435G4747,521$189,7550.06%
420ARK INNOVATION ETF00214Q1044,200$189,5040.06%
421ISHARES TOTAL USD BOND46434V6134,184$189,1590.06%
422GOOSE CREEK TEX CONS INDPT SCH UNLTD TAX BLDG BDS CLBL3826043U8185$189,0000.06%
423ALPHABET INC.GOOG1,560$188,0740.06%
424ISHARES CORE S&P 500464287200420$187,4670.06%
425INVESCO S&P 500 HIGHIVZ4,500$187,4250.06%
426SPDR S&P 500 ETFSPY422$187,2790.06%
427DALLAS TEXAS REF BDS REV CLBL2354166T6180$187,0000.06%
428FORD MOTOR CREDIT CO LLC NOTE M/W CLBLF-PD200$187,0000.06%
429ISHARES CORE S&P 500464287200417$186,1280.06%
430WALT DISNEY CO2546871062,044$184,9820.06%
431VERIZON COMMUNICATIONS COMVZ4,944$184,0000.06%
432VANGUARD INTRMDIAT TRM92206C7063,148$183,7170.06%
433ISHARES NATIONAL MUNI4642884141,722$183,4450.06%
434LVMH MOET HENNESSY LOU F502441306981$183,2410.06%
435ISHARES NATIONAL MUNI4642884141,715$182,6990.06%
436VANGUARD INTRMDIAT TRM92206C7063,127$182,4920.06%
437HOME DEPOT INCHD588$182,2920.06%
438ISHARES NATIONAL MUNI4642884141,705$181,6340.06%
439ZOETIS INC COM CL AZTS1,052$181,0000.06%
440PIONEER NATURAL RES723787107863$179,3090.06%
441VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS9219464061,688$179,0460.06%
442SCHWAB US DIVIDEND8085247972,448$178,8260.06%
443VANGUARD INTRMDIAT TRM92206C7063,063$178,7570.06%
444TESLA INCTSLA636$177,9660.06%
445VANGUARD RUSSELL 100092206C730880$177,4780.06%
446KRANESHARES TR MSCI ALL CHINA ETF5007678018,899$177,0000.06%
447ISHARES TOTAL USD BOND46434V6133,898$176,2290.06%
448INVESCO DB COMMODITYIVZ7,750$175,9250.06%
449SCHWAB US DIVIDEND8085247972,398$175,1740.06%
450VANGUARD INTRMDIAT TRM92206C7063,001$175,1380.06%
451UNITED STATES TREASURY BILLS BILLUNTCW176$175,0000.06%
452VANGUARD S&P 500 ETF922908363428$174,6980.06%
453VANGUARD S&P 500 ETF922908363428$174,6500.06%
454SEMPRASREA1,200$174,2160.06%
455CHEVRON CORPCVX1,108$174,1890.06%
456ROCKWELL AUTOMATION INC COMROK527$174,0000.06%
457ISHARES TOTAL USD BOND46434V6133,848$173,9680.06%
458GILEAD SCIENCES INCGILD2,246$172,3020.06%
459MPLX LP COM UNIT REPSTG LTD PARTNERMPLXP5,081$172,0000.06%
460ISHARES RUSSELL 1000464287622704$171,7480.06%
461BERKSHIRE HATHAWAYBRK-A500$171,0000.06%
462BERKSHIRE HATHAWAYBRK-A500$171,0000.06%
463QUALCOMM INCQCOM1,421$170,6480.06%
464INVESCO S&P 500 LOWIVZ2,712$170,6390.06%
465VANGUARD INTRMDIAT TRM92206C7062,916$170,1780.06%
466GOLDMAN SACHS GROUP INC NOTE PERP M/W CLBL38144GAG6220$170,0000.06%
467NVIDIA CORPNVDA400$169,6520.06%
468VANGUARD INTRMDIAT TRM92206C7062,905$169,5360.06%
469COSTCO WHOLESALE CO22160K105313$169,3460.06%
470ALTRIA GROUP INCMO3,686$169,2610.06%
471ANHEUSER-BUSCH INBEV SA/NV ADR SPONSOREDBUDFF2,976$169,0000.06%
472UNITED STATES TREASURY NOTES NOTEUNTCW170$169,0000.06%
473VANGUARD S&P 500 ETF922908363413$168,5290.06%
474ISHARES CORE S&P 500464287200377$168,2740.06%
475HUNTINGTON BANCSHARES INC NOTE M/W CLBLHBANP175$168,0000.06%
476VANGUARD S&P 500 ETF922908363410$167,3050.05%
477VANGUARD S&P 500 ETF922908363410$167,3050.05%
478ISHARES CORE S&P4642878041,665$166,9780.05%
479ISHARES TOTAL USD BOND46434V6133,693$166,9610.05%
480EDISON INTERNTNL2810201072,400$165,8160.05%
481ISHARES TOTAL USD BOND46434V6133,665$165,6950.05%
482SCHWAB US AGGREGATE BOND8085248393,590$164,7810.05%
483ISHARES NATIONAL MUNI4642884141,538$163,8430.05%
484ISHARES TOTAL USD BOND46434V6133,623$163,8000.05%
485WASHINGTON ST GO VAR PURP BDS CLBL93974EER3150$163,0000.05%
486ISHARES CORE DIVIDEND46434V6213,153$162,7260.05%
487VANGUARD S&P 500 ETF922908363398$162,4080.05%
488PFIZER INC COMPFE4,429$162,0000.05%
489SPDR SP 1500 VALUE TILT78464A1281,085$161,8080.05%
490ISHARES TOTAL USD BOND46434V6133,578$161,7610.05%
491PACER US CASH COWS 10069374H8813,358$161,4530.05%
4923M COMMM1,596$161,4240.05%
493ISHARES MSCI EAFE GROWTH4642888851,700$161,3130.05%
494AUTODESK INC COMADSK787$161,0000.05%
495FIRST TRUST VALUE33734H1064,000$160,8800.05%
496FIRST TRUST VALUE33734H1064,000$160,8800.05%
497AMERIPRISE FINL03076C106480$160,8380.05%
498ISHARES NATIONAL MUNI4642884141,500$159,7950.05%
499SYSCO CORPSYY2,112$159,0340.05%
500SPDR S&P GLOBAL DIVIDEND78463X4592,749$158,8300.05%