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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

Essex Savings Bank

Quarter ended Q2 2024 · Filed July 23, 2024 · Accession 0001999371-24-008914

Total Value
$371.5M
Positions
495
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (495)

#IssuerTicker / CUSIPSharesValue% of Filing
1CHEVRON COMCVX127,103$19.9M5.35%
2EXXON MOBIL CORPORATIONXOM155,586$17.9M4.82%
3APPLE COMPUTER INC. CMN.AAPL65,394$13.8M3.71%
4AUTOMATIC DATA PROCESSING INC - TAXABLEADP40,830$9.7M2.62%
5BERKSHIRE HATHAWAY INC DELBRK-A15$9.2M2.47%
6APPLE COMPUTER INC. CMN.AAPL43,393$9.1M2.46%
7MICROSOFT COMMSFT18,564$8.3M2.23%
8JOHNSON & JOHNSON COMJNJ52,387$7.7M2.06%
9LILLY ELI & COMPANYLLY7,720$7.0M1.88%
10NVIDIA CORPNVDA53,905$6.7M1.79%
11VANGUARD INDEX FDS S&P 500 ETF SHS92290836312,231$6.1M1.65%
12TARGET CORPORATIONTGT31,308$4.6M1.25%
13AMAZON COM INC COMAMZN21,697$4.2M1.13%
14VERISK ANALYTICS INC CL AVRSK15,506$4.2M1.12%
15LILLY ELI & COMPANYLLY4,435$4.0M1.08%
16ALPHABET INC.GOOG20,970$3.8M1.04%
17ALPHABET INC CAP STK CL AGOOG18,279$3.3M0.90%
18MICROSOFT COMMSFT7,383$3.3M0.89%
19HOME DEPOT COMHD9,304$3.2M0.86%
20HOME DEPOT COMHD8,746$3.0M0.81%
21BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,333$3.0M0.80%
22PROCTER & GAMBLE CO.74271810917,976$3.0M0.80%
23JP MORGAN CHASE & CO COMVYLD13,635$2.8M0.74%
24EXXON MOBIL CORPORATIONXOM23,484$2.7M0.73%
25JOHNSON & JOHNSON COMJNJ18,131$2.7M0.71%
26JP MORGAN CHASE & CO COMVYLD12,381$2.5M0.67%
27BROADCOM INCAVGO1,464$2.4M0.63%
28MERCK & CO INCMRK18,345$2.3M0.61%
29ALPHABET INC.GOOG12,194$2.2M0.60%
30FACEBOOK INC CL AMETA4,423$2.2M0.60%
31VISA INC COM CL AV7,780$2.0M0.55%
32PROCTER & GAMBLE CO.74271810912,021$2.0M0.53%
33INVESCO QQQ TR UNIT SER 1IVZ4,111$2.0M0.53%
34VISA INC COM CL AV7,489$2.0M0.53%
35WAL-MARTWMT28,674$1.9M0.52%
36PEPSICO INCPEP11,216$1.8M0.50%
37VANGUARD INDEX FDS S&P 500 ETF SHS9229083633,687$1.8M0.50%
38DEERE & CO COMDE4,825$1.8M0.49%
39SPDR TR UNIT SER 1SPY3,254$1.8M0.48%
40BROADCOM INCAVGO1,091$1.8M0.47%
41MOODYS CORP COMMCO4,090$1.7M0.46%
42RTX CORPORATION COMRTX16,756$1.7M0.45%
43VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385833,612$1.7M0.45%
44TRANE TECHNOLOGIES PLCTT5,000$1.6M0.44%
45STRYKER CORPSYK4,827$1.6M0.44%
46AMAZON COM INC COMAMZN8,366$1.6M0.44%
47PEPSICO INCPEP9,633$1.6M0.43%
48ISHARES TR CORE S&P TTL STK46428715013,198$1.6M0.42%
49MERCK & CO INCMRK12,601$1.6M0.42%
50JP MORGAN ETF ULTRA SHORT INCOME46641Q83730,539$1.5M0.41%
51VANGUARD MID CAP ETF9229086296,257$1.5M0.41%
52ADOBE INC COMADBE2,701$1.5M0.40%
53KIMBERLY - CLARK CORPKMB10,777$1.5M0.40%
54INVESCO QQQ TR UNIT SER 1IVZ2,997$1.4M0.39%
55VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70623,304$1.4M0.37%
56NORFOLK SOUTHERN CORP COM6558441086,251$1.3M0.36%
57COSTCO WHSL CORP NEW COM22160K1051,535$1.3M0.35%
58ALPHABET INC CAP STK CL AGOOG7,153$1.3M0.35%
59ISHARES TR S&P MIDCAP 40046428750721,944$1.3M0.35%
60ISHARES TR S&P SMALL CAP 600 INDEX46428780411,974$1.3M0.34%
61SCHWAB CHARLES CORP NEW COMSCHW-PJ17,060$1.3M0.34%
62MASTERCARD INCORPORATED CL AMA2,824$1.2M0.34%
63CATERPILLAR INC COMCAT3,700$1.2M0.33%
64ABBVIE INC COMABBV7,130$1.2M0.33%
65MCDONALDS CORP COMMCD4,793$1.2M0.33%
66ISHARES TR RUSSELL 20004642876556,005$1.2M0.33%
67ISHARES TR S&P 500 INDEX4642872002,185$1.2M0.32%
68WAL-MARTWMT17,322$1.2M0.32%
69CHEVRON COMCVX7,440$1.2M0.31%
70CISCOCSCO23,743$1.1M0.30%
71SPDR TR UNIT SER 1SPY2,066$1.1M0.30%
72UNION PAC CORP COMUNP4,960$1.1M0.30%
73NETFLIX INC COMNFLX1,636$1.1M0.30%
74RTX CORPORATION COMRTX10,994$1.1M0.30%
75L3HARRIS TECHNOLOGIES INC COMLHX4,824$1.1M0.29%
76NOVO-NORDISK A S ADRNONOF7,161$1.0M0.28%
77ISHARES DIVIDEND GROWTH ETF46434V62117,631$1.0M0.27%
78BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,492$1.0M0.27%
79ACCENTURE PLC IRELAND SHS CLASS AACN3,301$1.0M0.27%
80UNITEDHEALTH GROUP INCUNH1,958$997,1250.27%
81GENERAL DYNAMICS CORPORATIONGD3,374$978,8970.26%
82VANGUARD INDEX FDS SMALL CP ETF9229087514,432$966,3510.26%
83VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325052,875$958,6670.26%
84ABBVIE INC COMABBV5,574$956,0440.26%
85ISHARES TR INDEX RUSSELL1000GRW4642876142,587$942,9820.25%
86PFIZER INC COMPFE33,268$930,5020.25%
87VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385818,312$904,7920.24%
88VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464067,625$904,3220.24%
89PALO ALTO NETWORKS INC COMPANW2,642$895,6620.24%
90VANGUARD TOTAL STK MKT ETF9229087693,343$894,2850.24%
91VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464067,525$892,4630.24%
92AMGEN INC COMAMGN2,840$887,3250.24%
93DISNEY WALT CO COM2546871068,818$875,5320.24%
94ISHARES TR S&P 500 INDEX4642872001,588$868,9840.23%
95CVS CORP.CVS14,592$861,8000.23%
96BLACKROCK INC COMBLK1,074$845,5770.23%
97SONOCO PRODS CO COM83549510216,531$838,4510.23%
98ISHARES TR S&P 500 GRWT ETF4642873099,055$837,9490.23%
99ISHARES TR S&P 500 GRWT ETF4642873098,956$828,7860.22%
100INTL BUSINESS MACHINES COMINTR4,749$821,3360.22%
101VANGUARD INDEX FDS VALUE ETF9229087445,110$819,6940.22%
102VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C10214,085$816,7880.22%
103GRAINGER W.W. INC384802104900$812,0050.22%
104VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088444,323$789,1600.21%
105COLGATE PALMOLIVE COCL8,131$789,0300.21%
106CATERPILLAR INC COMCAT2,358$785,4230.21%
107WELLS FARGO & CO NEW COM94974610113,071$776,1550.21%
108COMCAST CORP NEW CL ACCZ19,602$767,4110.21%
109AFLAC INC COMAFL8,518$760,7410.20%
110EMERSON ELECTRICEMR6,871$756,9090.20%
111ILLINOIS TOOL WKS INC COM4523081093,153$747,1340.20%
112HONEYWELL INTL INC COM4385161063,407$727,5290.20%
113ISHARES TR RUSSELL 20004642876553,566$723,5030.19%
114LOCKHEED MARTIN CORP COMLMT1,544$721,1840.19%
115EATON CORP CMNETN2,296$719,8840.19%
116DANAHER CORPORATION2358511022,867$716,3140.19%
117ISHARES TR S&P SMALL CAP 600 INDEX4642878046,594$703,3140.19%
118ISHARES TR NATIONAL MUN ETF4642884146,575$700,5650.19%
119ISHARES INC CORE MSCI EMKT46434G10312,893$690,0290.19%
120CIGNA CORP NEW1255231002,081$687,9140.19%
121ASML HOLDING NV NY REG SHSASMLF671$686,2410.18%
122ORACLE CORPORATIONORCL-PD4,646$656,0100.18%
123ADOBE INC COMADBE1,173$651,6300.18%
124BOEING CO COMBA-PA3,578$651,2280.18%
125CISCOCSCO13,623$647,0890.17%
126QUALCOMM INC COMQCOM3,219$641,1560.17%
127VANGUARD INDEX FDS SMALL CP ETF9229087512,933$639,5100.17%
128COCA COLA CO COMKO9,965$634,2690.17%
129CHENIERE ENERGY INC COM NEWLNG3,622$633,2300.17%
130LOCKHEED MARTIN CORP COMLMT1,352$631,4970.17%
131ECOLAB INC COMECL2,650$630,7000.17%
132GENERAL DYNAMICS CORPORATIONGD2,151$624,0640.17%
133MONDELEZ INTL INC CL A6092071059,450$618,4080.17%
134EMERSON ELECTRICEMR5,604$617,3360.17%
135BLACKROCK INC COMBLK783$616,4640.17%
136AUTOMATIC DATA PROCESSING INC - TAXABLEADP2,475$590,7540.16%
137TESLA MTRS INC COMTSLA2,973$588,2950.16%
138TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR8740391003,361$584,1720.16%
139CONOCOPHILLIPS COMCOP5,098$583,1080.16%
140SALESFORCE COM INC COMCRM2,267$582,8180.16%
141FLEXSHARES TR ESG & CLM US LRGFLEX9,500$581,9700.16%
142VANGUARD INDEX FDS VALUE ETF9229087443,594$576,5110.16%
143INTL BUSINESS MACHINES COMINTR3,282$567,6170.15%
144AMERICAN EXPRESSAXP2,417$559,6530.15%
145UNITED PARCEL SERVICE CL B COMUPS3,997$546,9870.15%
146THERMO FISHER SCIENTIFIC INCTMO988$546,3640.15%
147ISHARES TR INDEX RUSSELL MCP GR4642874814,908$541,5970.15%
148ISHARES CORE S&P VALUE4642876636,124$539,7060.15%
149PALO ALTO NETWORKS INC COMPANW1,582$536,3110.14%
150SALESFORCE COM INC COMCRM2,059$529,3460.14%
151VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088442,874$524,6470.14%
152DUPONT DE NEMOURS INC (NEW)DD6,484$521,8970.14%
153VALERO ENERGY CORP NEW COMVLO3,301$517,4630.14%
154WHITE MTNS INS GROUP LTD COMG9618E107284$516,1540.14%
155COCA COLA CO COMKO7,918$503,9770.14%
156HONEYWELL INTL INC COM4385161062,360$503,9480.14%
157DANAHER CORPORATION2358511021,991$497,4460.13%
158MASTERCARD INCORPORATED CL AMA1,108$488,7890.13%
159VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325051,462$487,5020.13%
160ISHARES TR CORE MSCI EAFE46432F8426,686$485,6020.13%
161ISHARES TR INDEX MSCI EAFE IDX4642874656,160$482,5110.13%
162CUMMINS INC COMCMI1,735$480,4560.13%
163VANGUARD MID CAP ETF9229086291,981$479,5980.13%
164PFIZER INC COMPFE17,132$479,1770.13%
165ORACLE CORPORATIONORCL-PD3,389$478,5260.13%
166VERIZON COMMUNICATIONSVZ11,533$475,4990.13%
167VANGUARD RUSSELL 1000 VALUE ETF92206C7146,209$475,3600.13%
168SCHWAB CHARLES CORP NEW COMSCHW-PJ6,348$467,7800.13%
169COLGATE PALMOLIVE COCL4,793$465,1110.13%
170FREEPORT-MCMORAN COPPER & GOLD COMFCX9,497$461,4570.12%
171MCDONALDS CORP COMMCD1,776$452,5920.12%
172CIGNA CORP NEW1255231001,363$450,5640.12%
173UNION PAC CORP COMUNP1,948$440,7480.12%
174SCHWAB STRATEGIC TR US BRD MKT ETF8085241027,000$440,0200.12%
175GOLDMAN SACHSGSCE972$439,6510.12%
176ISHARES TR RUSSELL MIDCAP INDEX FD4642874995,354$434,1000.12%
177DOVER CORPDOV2,400$433,0800.12%
178ACCENTURE PLC IRELAND SHS CLASS AACN1,427$432,9480.12%
179BRISTOL MYERS SQUIBBCELG-RI10,323$428,6030.12%
180VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8477,429$428,5040.12%
181ISHARES TR MSCI VAL IDX4642888778,003$424,4750.11%
182DUKE ENERGY CORP NEW COM NEWDUKB4,211$422,0650.11%
183INTEL COMINTC13,580$420,4300.11%
184CHUBB LIMITED COMCB1,646$419,8570.11%
185BANK OF AMERICA CORP COM06050510410,549$419,5310.11%
186PHILLIPS 66 COMPSX2,955$417,1520.11%
187PNC FINL SVCS GROUP INC COM6934751052,610$405,7970.11%
188ISHARES TR DJ US TECH SEC4642877212,680$403,3400.11%
189SOUTHERN COMPANYSOMN5,184$402,0680.11%
190CONOCOPHILLIPS COMCOP3,515$402,0390.11%
191INGERSOLL RAND INC COMIR4,412$400,7860.11%
192ISHARES TR INDEX RUSSELL1000GRW4642876141,097$399,8660.11%
193NIKE INC CL BNKE5,293$398,9260.11%
194NVIDIA CORPNVDA3,222$398,0440.11%
195STARBUCKS CORP COMSBUX5,061$393,9900.11%
196ADVANCED MICRO DEVICES INC COMAMD2,410$390,9230.11%
197NEXTERA ENERGY INCNEE-PW5,473$387,5400.10%
198ALTRIA GROUP INCMO8,449$384,7660.10%
199BHP BILLITON LTD SPONSORED ADRBHPLF6,713$383,2440.10%
200AMGEN INC COMAMGN1,219$380,8600.10%
2013M COMPANY COMMMM3,715$379,6330.10%
202SCHWAB STRATEGIC TR US DIVIDEND EQ8085247974,828$375,4240.10%
203SERVICENOW INC COMNOW473$372,0860.10%
204NEXTERA ENERGY INCNEE-PW5,201$368,2780.10%
205ISHARES TR CORE S&P TTL STK4642871503,100$368,2180.10%
206HERSHEY CO COMHSY1,996$366,9190.10%
207PHILLIPS 66 COMPSX2,588$365,3450.10%
208VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428588,344$365,0490.10%
209PHILIP MORRIS INTL INC COM7181721093,556$360,3240.10%
210AIR PRODS & CHEMS INC COMAIIR1,360$350,9300.09%
211FEDEX CORPFDX1,161$348,1000.09%
212FACEBOOK INC CL AMETA687$346,3890.09%
213INTUIT COMINTU526$345,6880.09%
214UNITED PARCEL SERVICE CL B COMUPS2,523$345,2670.09%
215SCHWAB STRATEGIC TR US LRG CAP ETF8085242015,351$343,8000.09%
216ISHARES TR INDEX MSCI EAFE IDX4642874654,381$343,1600.09%
217DISNEY WALT CO COM2546871063,451$342,6440.09%
218ASTRAZENECA PLC SPONSORED ADRAZN4,351$339,3280.09%
219STRYKER CORPSYK991$337,1860.09%
220WELLS FARGO & CO NEW COM9497461015,623$333,8890.09%
221NIKE INC CL BNKE4,428$333,7350.09%
222MARRIOTT INTL INC NEW CL A5719032021,379$333,4000.09%
223PAYCHEX INC COMPAYX2,808$332,9160.09%
224AERCAP HOLDINGS NVAER3,535$329,4620.09%
225SOUTHERN COMPANYSOMN4,204$326,0600.09%
226COSTCO WHSL CORP NEW COM22160K105383$325,5370.09%
227AT&T INC COMT-PC16,883$322,6310.09%
228UNITEDHEALTH GROUP INCUNH628$319,8120.09%
229UBER TECHNOLOGIES INC COMUBER4,388$318,9180.09%
230LAM RESEARCH CORP COMLRCX299$318,3880.09%
231LOWES COMPANIES5486611071,432$315,6940.08%
232DUKE ENERGY CORP NEW COM NEWDUKB3,134$314,1160.08%
233GOLDMAN SACHSGSCE686$310,2870.08%
234QUALCOMM INC COMQCOM1,549$308,5270.08%
235THERMO FISHER SCIENTIFIC INCTMO553$305,8090.08%
236HCA HLDGS INC COMHCA950$305,2060.08%
237DOVER CORPDOV1,687$304,4160.08%
238EATON CORP CMNETN957$300,0530.08%
239ISHARES TR MSCI ACWI INDX4642882572,635$296,1730.08%
240PROSHARES TR S&P MDCP 400 DIV74347B6804,020$295,9120.08%
241MORGAN STANLEY DEAN WITTERMS-PQ3,020$293,5080.08%
242IRON MTN INC NEW COM46284V1013,256$291,8010.08%
243GENERAL ELECTRIC CO COM NEW3696043011,831$291,0710.08%
244ARISTA NETWORKS INC COMANET826$289,4870.08%
245CROWDSTRIKE HLDGS INC CL ACRWD754$288,9230.08%
246TEXAS INSTRUMENTS8825081041,468$285,5640.08%
247PPG INDS INC COM6935061072,266$285,2640.08%
248ABBOTT LABS COMABLZF2,736$284,2920.08%
249SYSCO CORP COMSYY3,942$281,3750.08%
250KENVUE INC COMKVUE15,465$281,1530.08%
251ISHARES TR S&P MIDCAP 4004642875074,755$278,2620.07%
252FREEPORT-MCMORAN COPPER & GOLD COMFCX5,718$277,8350.07%
253INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,688$277,3030.07%
254AVERY DENNISON CORP COMAVY1,267$277,0280.07%
255ISHARES TR INDEX DJ SEL DIV INX4642871682,280$275,8340.07%
256PACKAGING CORP AMER COM6951561091,500$273,8400.07%
257STATE STREET CORPSTT-PG3,700$273,8000.07%
258METLIFE INC COMMET-PF3,899$273,6670.07%
259DIAGEO P L C SPON ADR NEWDGEAF2,170$273,5920.07%
260VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4093,539$273,4580.07%
261CLOROX CO DEL COMCLX2,000$272,9400.07%
262SCHWAB STRATEGIC INTL EQUITYETF8085248057,090$272,3260.07%
263LENNAR CORPLEN-B1,812$271,5630.07%
264VANECK ETF TRUST MRNGSTR WDE MOAT92189F6433,121$270,3090.07%
265MARSH & MCLENNAN COS INC COM5717481021,260$265,5030.07%
266ISHARES TR PHLX SEMICND ETF4642875231,074$264,8800.07%
267ISHARES TR RUSSELL1000VAL4642875981,497$261,1770.07%
268JP MORGAN ETF ULTRA SHORT INCOME46641Q8375,173$261,0800.07%
269CVS CORP.CVS4,419$260,9820.07%
270ISHARES TR USA MIN VOL ETF46429B6973,107$260,8630.07%
271ISHARES TR RUSSELL MIDCAP INDEX FD4642874993,154$255,7240.07%
272ISHARES TR USA QUALITY FCTR46432F3391,487$253,9180.07%
273CARRIER GLOBAL CORPORATION COMCARR4,018$253,4530.07%
274LABORATORY CORP AMER HLDGS COM NEWLH1,242$252,7560.07%
275NOVO-NORDISK A S ADRNONOF1,755$250,5080.07%
276ELEVANCE HEALTH INC COMELV454$245,9980.07%
277ADVANCED MICRO DEVICES INC COMAMD1,501$243,4760.07%
278TJX COS INC NEW COM8725401092,200$242,2170.07%
279DEERE & CO COMDE646$241,3610.06%
280TEVA PHARMACEUTICAL INDUS. LTD ADR88162420914,770$240,0120.06%
281US BANCORP DEL COM NEWUSB-PS6,005$238,3970.06%
282IRON MTN INC NEW COM46284V1012,658$238,2070.06%
283CANADIAN PAC RY LTD COMCP3,025$238,1280.06%
284PROSHARES TR S&P 500 DV ARIST74348A4672,466$237,0560.06%
285T. ROWE PRICE GROUP INCTROW2,050$236,3850.06%
286ST PAUL TRAVELERS COSTRV1,158$235,4660.06%
287ABBOTT LABS COMABLZF2,264$235,2490.06%
288ASML HOLDING NV NY REG SHSASMLF230$235,2250.06%
289SPDR GOLD TRUST GOLD SHSGLD1,094$235,2180.06%
290INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,430$234,9200.06%
291GILEAD SCIENCES INCGILD3,404$233,5460.06%
292UNILEVER PLC SPON ADR NEWUNLYF4,223$232,2200.06%
293ISHARES TR CORE MSCI EAFE46432F8423,189$231,6140.06%
294VERTEX PHARMACEUTICALS INC COMVRTX493$231,0710.06%
295PROSHARES TR S&P 500 DV ARIST74348A4672,400$230,7120.06%
296I SHARES TR S&P 100 ETF464287101870$229,9320.06%
297US BANCORP DEL COM NEWUSB-PS5,785$229,6640.06%
298TJX COS INC NEW COM8725401092,077$228,6760.06%
299INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETFIVZ2,215$227,6570.06%
300OTIS WORLDWIDE CORP COMOTIS2,361$227,2680.06%
301INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ3,482$226,1540.06%
302L3HARRIS TECHNOLOGIES INC COMLHX1,007$226,1500.06%
303BRISTOL MYERS SQUIBBCELG-RI5,428$225,3690.06%
304WASTE MANAGEMENT INC DEL94106L1091,055$225,0690.06%
305SPDR SER TR PRTFLO S&P500 VL78464A5084,584$223,4230.06%
306KKR & CO INC COMKKRT2,118$222,8960.06%
307VANGUARD TOTAL STK MKT ETF922908769832$222,5670.06%
308PROLOGIS INC COMPLDGP1,976$221,9220.06%
309VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428585,067$221,6800.06%
3103M COMPANY COMMMM2,169$221,6460.06%
311FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF4,460$220,3670.06%
312CONSTELLATION ENERGY CORPCEG1,100$220,2970.06%
313ISHARES TR EXPANDED TECH4642875152,525$219,4210.06%
314ISHARES TR DJ PHARMA INDX4642888363,300$218,8230.06%
315FLUOR CORP. (NEW)FLR5,000$217,7000.06%
316REALTY INCOME CORP COMO4,100$216,5150.06%
317BP AMOCO PLC ADS (UK)BPPFF5,979$215,7800.06%
318ISHARES TR MSCI GRW IDX4642888852,104$215,2330.06%
319VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8473,711$214,0500.06%
320FERGUSON PLC NEWG3421J1061,090$211,0770.06%
321J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6544,140$210,0630.06%
322JACOBS SOLUTIONS INC COMJ1,500$209,5650.06%
323KIMBERLY - CLARK CORPKMB1,511$208,8200.06%
324CUMMINS INC COMCMI752$208,2420.06%
325ISHARES GOLD TRUSTIAU4,700$206,4710.06%
326VANGUARD TOTAL BOND MARKET ETF9219378352,863$206,2470.06%
327TEXAS INSTRUMENTS8825081041,060$206,1970.06%
328VANGUARD BD INDEX FD INC SHORT TRM BOND9219378272,667$204,5580.06%
329SUPER MICRO COMPUTER INC COMSMCI249$204,0150.05%
330ILLINOIS TOOL WKS INC COM452308109860$203,7820.05%
331UNITED RENTALS INC COMURI315$203,7150.05%
332VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF92203J4074,177$203,2510.05%
333ISHARES TR RUSSELL1000VAL4642875981,164$203,0820.05%
334ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND4642874731,673$201,9940.05%
335BOEING CO COMBA-PA1,106$201,2980.05%
336DBX ETF TR XTRACKERS S&P2330511434,011$200,7900.05%
337NOVARTIS A G SPONSORED ADRNVSEF1,885$200,6760.05%
338SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF2,778$200,5140.05%
339MEDTRONIC PLCMDT2,539$199,8420.05%
340ISHARES INC CORE MSCI EMKT46434G1033,724$199,3080.05%
341LINDE PLC COM EURO .001LIN453$198,7730.05%
342ALLEGION PUB LTD CO ORD SHSALLE1,676$198,0180.05%
343MONDELEZ INTL INC CL A6092071053,023$197,8210.05%
344PARKER HANNIFIN CORP COMPH389$196,7530.05%
345IBB/ ISHARES NASDAQ BIOTECH INDEX FUND4642875561,422$195,1820.05%
346SPDR SER TR PORTFOLIO SM ETF78468R8534,659$193,4370.05%
347EXELON CORP COMEXC5,583$193,2270.05%
348ANALOG DEVICES INCADI846$193,1040.05%
349CMS ENERGY CORPCMS-PC3,234$192,4830.05%
350INTUITIVE SURGICAL INC COM NEWISRG429$190,8350.05%
351CITIGROUP INC COM NEWC-PR2,959$187,7450.05%
352NORTHROP GRUMMAN CORP COMNOC429$187,0190.05%
353ARISTA NETWORKS INC COMANET532$186,4490.05%
354TARGET CORPORATIONTGT1,259$186,3770.05%
355BROOKFIELD ASSET MGMT INC11271J1074,484$186,2650.05%
356TRANE TECHNOLOGIES PLCTT565$185,8380.05%
357BLACKSTONE GROUP INC COM CL ABX1,500$185,7000.05%
358AMERICAN ELECTRIC POWER0255371012,074$181,9700.05%
359INTEL COMINTC5,845$180,9590.05%
360ISHARES TR USD INV GRDE ETF4642886203,571$179,2630.05%
361DUPONT DE NEMOURS INC (NEW)DD2,173$174,9040.05%
362ISHARES TR S&P 500 VAL ETF464287408947$172,3620.05%
363CORNING INC COMGLW4,430$172,0570.05%
364SHERWIN WILLIAMS CO COMSHW571$170,3960.05%
365SCHLUMBERGER LTDSLB3,593$169,5170.05%
366CHUBB LIMITED COMCB651$166,0540.04%
367PACER FDS TR US CASH COWS 10069374H8813,044$165,8660.04%
368CORNING INC COMGLW4,263$165,5730.04%
369SPDR SERIES TRUST S&P DIVID ETF78464A7631,298$165,0790.04%
370DOW INC COMDOW3,069$162,7780.04%
371AMERICAN TOWER CORP NEW COM03027X100834$162,1080.04%
372STARBUCKS CORP COMSBUX2,077$161,6900.04%
373VANGUARD STAR FD VG TL INTL STK F9219097682,649$159,7060.04%
374ISHARES GOLD TRUSTIAU3,600$158,1480.04%
375NORTHROP GRUMMAN CORP COMNOC358$156,0690.04%
376CARRIER GLOBAL CORPORATION COMCARR2,446$154,2920.04%
377SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF2,134$154,0300.04%
378REALTY INCOME CORP COMO2,880$152,0890.04%
379ALTRIA GROUP INCMO3,317$151,0540.04%
380AVERY DENNISON CORP COMAVY674$147,3690.04%
381VANGUARD BD INDEX FD INC INTERMED TERM9219378191,941$145,3390.04%
382ECOLAB INC COMECL610$145,1800.04%
383I SHARES US TREASURY BOND ETF46429B2676,403$144,4500.04%
384SPDR S & P MIDCAP ETFMDY264$141,2600.04%
385VERIZON COMMUNICATIONSVZ3,416$140,8390.04%
386UBER TECHNOLOGIES INC COMUBER1,914$139,1080.04%
387DOW INC COMDOW2,596$137,6900.04%
388AMERICAN EXPRESSAXP594$137,5400.04%
389KKR & CO INC COMKKRT1,300$136,8120.04%
390DOMINION ENERGY INC COMD2,657$130,1930.04%
391NETFLIX INC COMNFLX188$126,8740.03%
392TR AVANTIS0250728771,334$119,6860.03%
393VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4091,514$116,9840.03%
394HALEON PLC SPNSD ADRHLNCF14,118$116,6130.03%
395SPDR GOLD TRUST GOLD SHSGLD540$116,1030.03%
396AMERICAN ELECTRIC POWER0255371011,303$114,3240.03%
397CITIGROUP INC COM NEWC-PR1,724$109,3860.03%
398INGERSOLL RAND INC COMIR1,202$109,1870.03%
399ISHARES TR INDEX DJ SEL DIV INX464287168887$107,3080.03%
400SPDR S & P MIDCAP ETFMDY200$107,0160.03%
401BHP BILLITON LTD SPONSORED ADRBHPLF1,860$106,1860.03%
402BOSTON SCIENTIFIC CORP COMBSX1,375$105,8880.03%
403OTIS WORLDWIDE CORP COMOTIS1,091$105,0170.03%
404AIR PRODS & CHEMS INC COMAIIR400$103,2160.03%
405CHENIERE ENERGY INC COM NEWLNG584$102,1000.03%
406PAYCHEX INC COMPAYX860$101,9590.03%
407BP AMOCO PLC ADS (UK)BPPFF2,752$99,3180.03%
408BOSTON SCIENTIFIC CORP COMBSX1,285$98,9570.03%
409J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6541,903$96,5580.03%
410SCHWAB STRATEGIC TR US LRG CAP ETF8085242011,500$96,3750.03%
411PNC FINL SVCS GROUP INC COM693475105578$89,8670.02%
412TR AVANTIS0250728771,000$89,7200.02%
413FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF1,801$88,9870.02%
414ST PAUL TRAVELERS COSTRV434$88,2480.02%
415SERVICENOW INC COMNOW112$88,1020.02%
416GRAINGER W.W. INC38480210496$86,6130.02%
417PACER FDS TR US CASH COWS 10069374H8811,586$86,4210.02%
418ASTRAZENECA PLC SPONSORED ADRAZN1,097$85,5520.02%
419INTUIT COMINTU128$84,1210.02%
420SHERWIN WILLIAMS CO COMSHW280$83,5550.02%
421WIPRO LTD SPONS ADRWIT13,655$83,2950.02%
422NOVARTIS A G SPONSORED ADRNVSEF778$82,8250.02%
423SPDR SERIES TRUST S&P DIVID ETF78464A763650$82,6670.02%
424GILEAD SCIENCES INCGILD1,203$82,5340.02%
425AT&T INC COMT-PC4,273$81,6540.02%
426ISHARES TR MSCI GRW IDX464288885793$81,1220.02%
427SPDR SER TR PORTFOLIO SM ETF78468R8531,872$77,7240.02%
428DOMINION ENERGY INC COMD1,548$75,8520.02%
429I SHARES US TREASURY BOND ETF46429B2673,342$75,3950.02%
430PHILIP MORRIS INTL INC COM718172109740$74,9810.02%
431ISHARES TR S&P 500 VAL ETF464287408400$72,8040.02%
432LINDE PLC COM EURO .001LIN164$71,9610.02%
433METLIFE INC COMMET-PF1,021$71,6620.02%
434LOWES COMPANIES548661107324$71,4280.02%
435FEDEX CORPFDX237$71,0570.02%
436HERSHEY CO COMHSY384$70,5890.02%
437VANGUARD TOTAL BOND MARKET ETF921937835966$69,5890.02%
438BLACKSTONE GROUP INC COM CL ABX560$69,3270.02%
439CONSTELLATION ENERGY CORPCEG333$66,6890.02%
440MEDTRONIC PLCMDT816$64,2250.02%
441KENVUE INC COMKVUE3,485$63,3530.02%
442BANK OF AMERICA CORP COM0605051041,569$62,3970.02%
443VANGUARD BD INDEX FD INC INTERMED TERM921937819820$61,3990.02%
444AFLAC INC COMAFL686$61,2650.02%
445DIAGEO P L C SPON ADR NEWDGEAF477$60,1380.02%
446VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C7061,032$60,0830.02%
447SCHLUMBERGER LTDSLB1,250$58,9750.02%
448COMCAST CORP NEW CL ACCZ1,505$58,9200.02%
449TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR874039100333$57,8780.02%
450INTUITIVE SURGICAL INC COM NEWISRG120$53,3800.01%
451DNP SELECT INCOME FUND23325P1046,450$53,0190.01%
452AMERICAN TOWER CORP NEW COM03027X100269$52,2860.01%
453WASTE MANAGEMENT INC DEL94106L109240$51,2000.01%
454VERTEX PHARMACEUTICALS INC COMVRTX109$51,0890.01%
455SPDR SER TR PRTFLO S&P500 VL78464A5081,010$49,2270.01%
456EXELON CORP COMEXC1,380$47,7610.01%
457NORFOLK SOUTHERN CORP COM655844108222$47,6590.01%
458VANGUARD STAR FD VG TL INTL STK F921909768740$44,6130.01%
459MARSH & MCLENNAN COS INC COM571748102193$40,6680.01%
460VERISK ANALYTICS INC CL AVRSK139$37,4620.01%
461ISHARES TR USD INV GRDE ETF464288620730$36,6460.01%
462ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND464287473287$34,6520.01%
463FLUOR CORP. (NEW)FLR768$33,4380.01%
464ANALOG DEVICES INCADI144$32,8690.01%
465GENERAL ELECTRIC CO COM NEW369604301198$31,4760.01%
466SCHWAB STRATEGIC TR US BRD MKT ETF808524102497$31,2400.01%
467DNP SELECT INCOME FUND23325P1043,750$30,8250.01%
468PARKER HANNIFIN CORP COMPH55$27,8180.01%
469IBB/ ISHARES NASDAQ BIOTECH INDEX FUND464287556198$27,1770.01%
470SCHWAB STRATEGIC TR US DIVIDEND EQ808524797349$27,1380.01%
471BROOKFIELD ASSET MGMT INC11271J107600$24,9240.01%
472ISHARES TR MSCI VAL IDX464288877450$23,8680.01%
473SYSCO CORP COMSYY325$23,1970.01%
474T. ROWE PRICE GROUP INCTROW197$22,7150.01%
475TESLA MTRS INC COMTSLA111$21,9630.01%
476ISHARES TR INDEX RUSSELL MCP GR464287481191$21,0760.01%
477CROWDSTRIKE HLDGS INC CL ACRWD53$20,3080.01%
478VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C102345$20,0060.01%
479CMS ENERGY CORPCMS-PC334$19,8780.01%
480PROSHARES TR S&P MDCP 400 DIV74347B680244$17,9600.00%
481MORGAN STANLEY DEAN WITTERMS-PQ172$16,7160.00%
482INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ217$14,0940.00%
483CLOROX CO DEL COMCLX100$13,6470.00%
484VANGUARD RUSSELL 1000 VALUE ETF92206C714173$13,2440.00%
485SONOCO PRODS CO COM835495102257$13,0350.00%
486MOODYS CORP COMMCO30$12,6260.00%
487PACKAGING CORP AMER COM69515610963$11,5010.00%
488VANGUARD BD INDEX FD INC SHORT TRM BOND921937827128$9,8170.00%
489VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF92203J407192$9,3420.00%
490AERCAP HOLDINGS NVAER100$9,3200.00%
491UNILEVER PLC SPON ADR NEWUNLYF169$9,2930.00%
492HALEON PLC SPNSD ADRHLNCF901$7,4410.00%
493ALLEGION PUB LTD CO ORD SHSALLE44$5,1970.00%
494PPG INDS INC COM69350610739$4,9090.00%
495MARRIOTT INTL INC NEW CL A57190320217$4,1100.00%