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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 Q1 2025 · Filed April 21, 2025 · Accession 0001999371-25-004444

Total Value
$406.9M
Positions
545
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CHEVRON COMCVX125,817$21.0M5.19%
2EXXON MOBIL CORPORATIONXOM153,688$18.3M4.50%
3APPLE COMPUTER INC. CMN.AAPL63,332$14.1M3.47%
4AUTOMATIC DATA PROCESSING INC - TAXABLEADP40,704$12.4M3.06%
5BERKSHIRE HATHAWAY INC DELBRK-A15$12.0M2.95%
6APPLE COMPUTER INC. CMN.AAPL50,258$11.2M2.75%
7JOHNSON & JOHNSON COMJNJ52,845$8.8M2.16%
8MICROSOFT COMMSFT22,462$8.4M2.08%
9LILLY ELI & COMPANYLLY7,183$5.9M1.46%
10AMAZON COM INC COMAMZN26,659$5.1M1.25%
11NVIDIA CORPNVDA44,093$4.8M1.18%
12BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A8,831$4.7M1.16%
13VERISK ANALYTICS INC CL AVRSK15,500$4.6M1.14%
14JP MORGAN CHASE & CO COMVYLD16,690$4.1M1.01%
15LILLY ELI & COMPANYLLY4,878$4.0M0.99%
16ISHARES TR S&P 500 INDEX4642872006,755$3.8M0.94%
17HOME DEPOT COMHD9,124$3.3M0.82%
18TARGET CORPORATIONTGT30,655$3.2M0.79%
19JP MORGAN CHASE & CO COMVYLD12,527$3.1M0.76%
20ALPHABET INC.GOOG19,490$3.0M0.75%
21EXXON MOBIL CORPORATIONXOM25,580$3.0M0.75%
22PROCTER & GAMBLE CO.74271810917,615$3.0M0.74%
23ALPHABET INC CAP STK CL AGOOG19,235$3.0M0.73%
24PROCTER & GAMBLE CO.74271810917,004$2.9M0.71%
25HOME DEPOT COMHD7,723$2.8M0.70%
26MICROSOFT COMMSFT7,438$2.8M0.69%
27VANGUARD INDEX FDS S&P 500 ETF SHS9229083635,379$2.8M0.68%
28JOHNSON & JOHNSON COMJNJ16,564$2.7M0.68%
29VISA INC COM CL AV7,630$2.7M0.66%
30FACEBOOK INC CL AMETA4,511$2.6M0.64%
31VISA INC COM CL AV7,405$2.6M0.64%
32WAL-MARTWMT28,792$2.5M0.62%
33BROADCOM INCAVGO14,900$2.5M0.61%
34VANGUARD INDEX FDS S&P 500 ETF SHS9229083634,404$2.3M0.56%
35DEERE & CO COMDE4,775$2.2M0.55%
36RTX CORPORATION COMRTX16,693$2.2M0.54%
37ISHARES TR CORE S&P TTL STK46428715016,830$2.1M0.51%
38SPDR TR UNIT SER 1SPY3,644$2.0M0.50%
39INVESCO QQQ TR UNIT SER 1IVZ4,067$1.9M0.47%
40MOODYS CORP COMMCO4,086$1.9M0.47%
41ALPHABET INC.GOOG11,861$1.9M0.46%
42MASTERCARD INCORPORATED CL AMA3,378$1.9M0.46%
43BROADCOM INCAVGO10,774$1.8M0.44%
44STRYKER CORPSYK4,827$1.8M0.44%
45WAL-MARTWMT19,857$1.7M0.43%
46VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385834,047$1.7M0.43%
47MCDONALDS CORP COMMCD5,494$1.7M0.42%
48TRANE TECHNOLOGIES PLCTT5,025$1.7M0.42%
49ABBVIE INC COMABBV8,015$1.7M0.41%
50PEPSICO INCPEP11,045$1.7M0.41%
51VANGUARD MID CAP ETF9229086296,206$1.6M0.40%
52MERCK & CO INCMRK17,649$1.6M0.39%
53VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70626,468$1.6M0.39%
54VANGUARD TOTAL STK MKT ETF9229087695,656$1.6M0.38%
55NETFLIX INC COMNFLX1,648$1.5M0.38%
56KIMBERLY - CLARK CORPKMB10,777$1.5M0.38%
57NORFOLK SOUTHERN CORP COM6558441086,195$1.5M0.36%
58ISHARES TR S&P 500 INDEX4642872002,608$1.5M0.36%
59CISCOCSCO23,064$1.4M0.35%
60AMAZON COM INC COMAMZN7,278$1.4M0.34%
61COSTCO WHSL CORP NEW COM22160K1051,452$1.4M0.34%
62INVESCO QQQ TR UNIT SER 1IVZ2,908$1.4M0.34%
63MERCK & CO INCMRK15,169$1.4M0.34%
64CATERPILLAR INC COMCAT3,920$1.3M0.32%
65SCHWAB CHARLES CORP NEW COMSCHW-PJ16,497$1.3M0.32%
66RTX CORPORATION COMRTX9,738$1.3M0.32%
67CHEVRON COMCVX7,536$1.3M0.31%
68JP MORGAN ETF ULTRA SHORT INCOME46641Q83723,863$1.2M0.30%
69ISHARES TR RUSSELL 20004642876555,984$1.2M0.29%
70INTL BUSINESS MACHINES COMINTR4,799$1.2M0.29%
71SPDR TR UNIT SER 1SPY2,125$1.2M0.29%
72COLGATE PALMOLIVE COCL12,671$1.2M0.29%
73VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464069,184$1.2M0.29%
74UNION PAC CORP COMUNP4,924$1.2M0.29%
75ABBVIE INC COMABBV5,509$1.2M0.28%
76BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,089$1.1M0.27%
77ISHARES DIVIDEND GROWTH ETF46434V62117,846$1.1M0.27%
78PEPSICO INCPEP7,033$1.1M0.26%
79UNITEDHEALTH GROUP INCUNH1,973$1.0M0.25%
80ACCENTURE PLC IRELAND SHS CLASS AACN3,296$1.0M0.25%
81VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325053,046$1.0M0.25%
82BLACKROCK INC COMBLK1,073$1.0M0.25%
83ADOBE INC COMADBE2,629$1.0M0.25%
84L3HARRIS TECHNOLOGIES INC COMLHX4,767$997,7770.25%
85ALPHABET INC CAP STK CL AGOOG6,375$985,8260.24%
86VANGUARD INDEX FDS SMALL CP ETF9229087514,442$985,0090.24%
87CVS CORP.CVS13,997$948,2930.23%
88AFLAC INC COMAFL8,511$946,3370.23%
89ISHARES TR INDEX RUSSELL1000GRW4642876142,620$946,0240.23%
90AMGEN INC COMAMGN2,992$932,1210.23%
91GENERAL DYNAMICS CORPORATIONGD3,381$921,5570.23%
92CHENIERE ENERGY INC COM NEWLNG3,963$917,0350.23%
93VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385818,028$916,3600.23%
94PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58736,675$909,1730.22%
95PALO ALTO NETWORKS INC COMPANW5,300$904,3890.22%
96GRAINGER W.W. INC384802104899$888,0580.22%
97AUTOMATIC DATA PROCESSING INC - TAXABLEADP2,904$887,2240.22%
98COCA COLA CO COMKO12,344$883,9450.22%
99VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C10214,932$876,2070.22%
100EATON CORP CMNETN3,215$873,8940.22%
101VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088444,499$872,7570.22%
102ISHARES TR S&P SMALL CAP 600 INDEX4642878048,168$854,1200.21%
103NEXTERA ENERGY INCNEE-PW12,028$852,5340.21%
104ISHARES TR S&P 500 GRWT ETF4642873099,055$840,5750.21%
105VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464066,497$837,8480.21%
106TESLA MTRS INC COMTSLA3,193$827,4610.20%
1073M COMPANY COMMMM5,584$820,0620.20%
108VANGUARD RUSSELL 1000 VALUE ETF92206C7149,695$800,2250.20%
109CUMMINS INC COMCMI2,553$800,2110.20%
110BERKSHIRE HATHAWAY INC DELBRK-A1$798,4410.20%
111INTL BUSINESS MACHINES COMINTR3,206$797,1970.20%
112ILLINOIS TOOL WKS INC COM4523081093,150$781,2280.19%
113SONOCO PRODS CO COM83549510216,531$780,9230.19%
114LOCKHEED MARTIN CORP COMLMT1,743$778,5910.19%
115WELLS FARGO & CO NEW COM94974610110,809$775,9770.19%
116ISHARES TR S&P SMALL CAP 600 INDEX4642878047,413$775,1730.19%
117ISHARES TR RUSSELL 20004642876553,862$770,4280.19%
118BLACKROCK INC COMBLK804$760,9530.19%
119GENERAL ELECTRIC CO COM NEW3696043013,752$750,9590.19%
120BRISTOL MYERS SQUIBBCELG-RI12,276$748,7070.18%
121ISHARES TR S&P 500 GRWT ETF4642873098,056$747,8370.18%
122SALESFORCE COM INC COMCRM2,781$746,2760.18%
123SOUTHERN COMPANYSOMN8,089$743,7800.18%
124COCA COLA CO COMKO10,261$734,7880.18%
125CISCOCSCO11,694$721,5130.18%
126HONEYWELL INTL INC COM4385161063,394$718,6780.18%
127VANGUARD INDEX FDS SMALL CP ETF9229087513,156$699,8410.17%
128CATERPILLAR INC COMCAT2,109$695,5240.17%
129LOCKHEED MARTIN CORP COMLMT1,540$687,9150.17%
130ECOLAB INC COMECL2,650$671,8260.17%
131GOLDMAN SACHSGSCE1,207$659,3560.16%
132ISHARES TR CORE MSCI EAFE46432F8428,666$655,5800.16%
133VANGUARD INDEX FDS VALUE ETF9229087443,785$653,8190.16%
134ISHARES TR S&P MIDCAP 40046428750711,176$652,0070.16%
135PALO ALTO NETWORKS INC COMPANW3,820$651,8430.16%
136CIGNA CORP NEW1255231001,975$649,7750.16%
137ORACLE CORPORATIONORCL-PD4,647$649,6880.16%
138MONDELEZ INTL INC CL A6092071059,507$645,0490.16%
139NIKE INC CL BNKE9,837$624,3520.15%
140PFIZER INC COMPFE24,349$616,9990.15%
141AMERICAN EXPRESSAXP2,203$592,6900.15%
142ISHARES TR INDEX RUSSELL MCP GR4642874815,043$592,5010.15%
143ISHARES TR S&P 500 VAL ETF4642874083,105$591,7480.15%
144MASTERCARD INCORPORATED CL AMA1,076$589,7620.15%
145FLEXSHARES TR ESG & CLM US LRGFLEX9,500$589,5700.15%
146UNION PAC CORP COMUNP2,437$575,7100.14%
147DANAHER CORPORATION2358511022,802$574,4100.14%
148ASML HOLDING NV NY REG SHSASMLF865$573,1710.14%
149ADOBE INC COMADBE1,471$564,1530.14%
150SALESFORCE COM INC COMCRM2,098$562,9960.14%
151GENERAL DYNAMICS CORPORATIONGD2,053$559,5800.14%
152VERIZON COMMUNICATIONSVZ12,261$556,1510.14%
153VANGUARD ADMIRAL FDS INC MIDCP 400 IDX9219328855,574$550,1530.14%
154WHITE MTNS INS GROUP LTD COMG9618E107284$546,9270.13%
155ISHARES TR INDEX MSCI EAFE IDX4642874656,689$546,6230.13%
156ABBOTT LABS COMABLZF4,103$544,2560.13%
157CUMMINS INC COMCMI1,735$543,8180.13%
158CONOCOPHILLIPS COMCOP5,140$539,8010.13%
159GOLDMAN SACHSGSCE978$534,2560.13%
160EATON CORP CMNETN1,963$533,5790.13%
161HONEYWELL INTL INC COM4385161062,504$530,2180.13%
162DUKE ENERGY CORP NEW COM NEWDUKB4,337$528,9810.13%
163MCDONALDS CORP COMMCD1,687$526,9480.13%
164STRYKER CORPSYK1,414$526,3590.13%
165ISHARES TR S&P MIDCAP 4004642875079,012$525,7580.13%
166TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR8740391003,154$523,5640.13%
167COMCAST CORP NEW CL ACCZ14,039$517,8950.13%
168EMERSON ELECTRICEMR4,704$515,7440.13%
169VANGUARD MID CAP ETF9229086291,981$512,3050.13%
170THERMO FISHER SCIENTIFIC INCTMO1,025$510,0240.13%
171VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325051,520$508,3920.13%
172ISHARES CORE S&P VALUE4642876635,494$507,0400.12%
173EMERSON ELECTRICEMR4,595$503,7950.12%
174NOVO-NORDISK A S ADRNONOF7,204$500,2450.12%
175WELLS FARGO & CO NEW COM9497461016,841$491,1090.12%
176DUPONT DE NEMOURS INC (NEW)DD6,484$484,2250.12%
177CHUBB LIMITED COMCB1,585$478,6340.12%
178QUALCOMM INC COMQCOM3,091$474,8020.12%
179ISHARES TR DJ US TECH SEC4642877213,345$469,7710.12%
180AT&T INC COMT-PC16,551$467,8910.12%
181ISHARES TR MSCI VAL IDX4642888777,912$466,2500.11%
182DISNEY WALT CO COM2546871064,719$465,7590.11%
183DISNEY WALT CO COM2546871064,662$460,1360.11%
184STARBUCKS CORP COMSBUX4,684$459,4450.11%
185ACCENTURE PLC IRELAND SHS CLASS AACN1,469$458,3680.11%
186PNC FINL SVCS GROUP INC COM6934751052,564$450,6690.11%
187ISHARES TR RUSSELL MIDCAP INDEX FD4642874995,295$450,3900.11%
188COLGATE PALMOLIVE COCL4,772$447,1350.11%
189CIGNA CORP NEW1255231001,357$446,4530.11%
190ORACLE CORPORATIONORCL-PD3,159$441,6560.11%
191VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088442,274$441,1310.11%
192J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6548,640$439,2570.11%
193VALERO ENERGY CORP NEW COMVLO3,301$435,9610.11%
194ALTRIA GROUP INCMO7,233$434,1230.11%
195PAYCHEX INC COMPAYX2,804$432,6010.11%
196VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8477,470$430,3460.11%
197CONOCOPHILLIPS COMCOP4,045$424,7970.10%
198SCHWAB STRATEGIC TR US DIVIDEND EQ80852479715,150$423,4410.10%
199DOVER CORPDOV2,400$421,6320.10%
200FLEXSHARES MORNINGSTAR USFLEX2,045$420,7170.10%
201AIR PRODS & CHEMS INC COMAIIR1,416$417,5870.10%
202SPDR GOLD TRUST GOLD SHSGLD1,441$415,1930.10%
203PHILIP MORRIS INTL INC COM7181721092,588$410,7900.10%
204SCHWAB CHARLES CORP NEW COMSCHW-PJ5,221$408,6950.10%
205ONEOK INC NEW COMOKE4,116$408,3880.10%
206UNITED PARCEL SERVICE CL B COMUPS3,700$406,9610.10%
207SERVICENOW INC COMNOW511$406,8220.10%
208DUKE ENERGY CORP NEW COM NEWDUKB3,286$400,7900.10%
209JP MORGAN ETF ULTRA SHORT INCOME46641Q8377,833$396,5820.10%
210FACEBOOK INC CL AMETA688$396,5250.10%
211SOUTHERN COMPANYSOMN4,204$386,5570.10%
212AMERICAN ELECTRIC POWER0255371013,537$386,4830.10%
213DANAHER CORPORATION2358511021,880$385,4000.09%
214BOEING CO COMBA-PA2,243$382,5420.09%
215GILEAD SCIENCES INCGILD3,359$376,3740.09%
216ISHARES TR INDEX RUSSELL1000GRW4642876141,042$376,2430.09%
217AMGEN INC COMAMGN1,200$373,8430.09%
218UBER TECHNOLOGIES INC COMUBER5,106$372,0190.09%
219KENVUE INC COMKVUE15,465$370,6960.09%
220THERMO FISHER SCIENTIFIC INCTMO740$368,2090.09%
221PHILLIPS 66 COMPSX2,968$366,4800.09%
222MORGAN STANLEY DEAN WITTERMS-PQ3,121$364,1200.09%
223INVESCO ETF S&P 500 EQUAL WEIGHTIVZ2,063$357,3720.09%
224FLEXSHARES TRUST INTERNATIONAL QUALITY DIVFLEX14,263$355,5760.09%
225INVESCO ETF S&P 500 EQUAL WEIGHTIVZ2,051$355,2920.09%
226INGERSOLL RAND INC COMIR4,412$353,0920.09%
227ASTRAZENECA PLC SPONSORED ADRAZN4,776$351,0330.09%
228ST PAUL TRAVELERS COSTRV1,318$348,5420.09%
229REALTY INCOME CORP COMO5,972$346,4310.09%
230COSTCO WHSL CORP NEW COM22160K105364$344,2600.08%
231PROSHARES TR S&P MDCP 400 DIV74347B6804,265$343,9720.08%
232ISHARES GOLD TRUSTIAU5,748$338,8420.08%
233LOWES COMPANIES5486611071,434$334,4460.08%
234SCHWAB STRATEGIC TR US LRG CAP ETF80852420115,042$331,9760.08%
235STATE STREET CORPSTT-PG3,700$331,2610.08%
236FREEPORT-MCMORAN COPPER & GOLD COMFCX8,674$328,3970.08%
237CROWDSTRIKE HLDGS INC CL ACRWD928$327,1830.08%
238BHP BILLITON LTD SPONSORED ADRBHPLF6,713$325,8480.08%
239BANK OF AMERICA CORP COM0605051047,753$323,4520.08%
240CITIGROUP INC COM NEWC-PR4,556$323,4250.08%
241BRISTOL MYERS SQUIBBCELG-RI5,228$318,8540.08%
242VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4094,039$318,8380.08%
243PHILLIPS 66 COMPSX2,581$318,7000.08%
244J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7245,307$316,7200.08%
245MARRIOTT INTL INC NEW CL A5719032021,307$311,3260.08%
246SPDR SER TR RUSSELL 1000 ETF78464A8544,717$310,1890.08%
247ILLINOIS TOOL WKS INC COM4523081091,250$310,0100.08%
248TJX COS INC NEW COM8725401092,544$309,8560.08%
249PFIZER INC COMPFE12,167$308,3070.08%
250ST PAUL TRAVELERS COSTRV1,158$306,2320.08%
251ISHARES TR RUSSELL1000VAL4642875981,625$305,7560.08%
252NOVO-NORDISK A S ADRNONOF4,388$304,7010.08%
253ISHARES INC CORE MSCI EMKT46434G1035,639$304,3320.07%
254SCHWAB STRATEGIC INTL EQUITYETF80852480515,201$300,5230.07%
255ISHARES TR INDEX DJ SEL DIV INX4642871682,231$299,6000.07%
256VANGUARD INDEX FDS MCAP VL IDXVIP9229085121,852$297,3130.07%
257PACKAGING CORP AMER COM6951561091,500$297,0300.07%
258GE VERNOVA INC COMGEV972$296,7190.07%
259HCA HLDGS INC COMHCA855$295,4360.07%
260ISHARES TR 0-3 MNTH TREASRY46436E7182,931$295,0630.07%
261AERCAP HOLDINGS NVAER2,885$294,7590.07%
262MARSH & MCLENNAN COS INC COM5717481021,207$294,5400.07%
263CLOROX CO DEL COMCLX2,000$294,5000.07%
264INTUIT COMINTU478$293,4780.07%
265LABORATORY CORP AMER HLDGS COM NEWLH1,256$292,3170.07%
266SCHWAB STRATEGIC TR US BRD MKT ETF80852410213,561$291,8320.07%
267INTUITIVE SURGICAL INC COM NEWISRG588$291,2100.07%
268FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF4,460$290,2550.07%
269EXELON CORP COMEXC6,281$289,3650.07%
270ISHARES TR MSCI ACWI INDX4642882572,473$287,8310.07%
271ABBOTT LABS COMABLZF2,160$286,5190.07%
272US BANCORP DEL COM NEWUSB-PS6,767$285,7010.07%
2733M COMPANY COMMMM1,944$285,4920.07%
274PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58711,478$284,5390.07%
275VERTEX PHARMACEUTICALS INC COMVRTX584$283,1320.07%
276FEDEX CORPFDX1,153$281,0760.07%
277NVIDIA CORPNVDA2,592$280,9170.07%
278NOVARTIS A G SPONSORED ADRNVSEF2,517$280,5940.07%
279SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF3,806$278,9020.07%
280TEXAS INSTRUMENTS8825081041,550$278,5310.07%
281ISHARES TR RUSSELL MIDCAP INDEX FD4642874993,268$277,9740.07%
282SCHLUMBERGER LTDSLB6,645$277,6920.07%
283VANGUARD TOTAL STK MKT ETF922908769997$274,0030.07%
284METLIFE INC COMMET-PF3,409$273,7050.07%
285ISHARES TR INDEX MSCI EAFE IDX4642874653,340$272,9410.07%
286UBER TECHNOLOGIES INC COMUBER3,713$270,5280.07%
287UNILEVER PLC SPON ADR NEWUNLYF4,515$268,8210.07%
288BOEING CO COMBA-PA1,561$266,2250.07%
289IRON MTN INC NEW COM46284V1013,081$265,0880.07%
290ARISTA NETWORKS INC COMANET3,373$261,3060.06%
291INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ3,482$260,1740.06%
292J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6545,105$259,5370.06%
293TEVA PHARMACEUTICAL INDUS. LTD ADR88162420916,770$257,7540.06%
294US BANCORP DEL COM NEWUSB-PS6,085$256,9080.06%
295CLEAR SECURE INC COM CL AYOU9,901$256,4350.06%
296CARRIER GLOBAL CORPORATION COMCARR4,018$254,7400.06%
297ISHARES GOLD TRUSTIAU4,312$254,1920.06%
298DEERE & CO COMDE540$253,4410.06%
299VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX9219328282,624$253,2420.06%
300PROSHARES TR S&P 500 DV ARIST74348A4672,466$251,9750.06%
301VANECK ETF TRUST MRNGSTR WDE MOAT92189F6432,861$251,7680.06%
302VANGUARD WELLINGTON FD SHORT TRM TAX EX9219358702,490$250,2690.06%
303T. ROWE PRICE GROUP INCTROW2,696$247,6800.06%
304ISHARES TR USA QUALITY FCTR46432F3391,441$246,2500.06%
305VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF92203J4075,044$246,1950.06%
306SPDR INDEX SHS FDS GLB NAT RESRCE78463X5414,623$246,1740.06%
307MCKESSON CORP COMMCK365$245,6340.06%
308CHESAPEAKE ENERGY CORP COMEXE2,204$245,3480.06%
309PROSHARES TR S&P 500 DV ARIST74348A4672,400$245,2320.06%
310UNITEDHEALTH GROUP INCUNH468$245,1130.06%
311FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION33738D80412,901$244,2140.06%
312BOSTON SCIENTIFIC CORP COMBSX2,409$243,0170.06%
313ISHARES TR CORE MSCI EAFE46432F8423,192$241,4710.06%
314QUALCOMM INC COMQCOM1,555$238,8600.06%
315CONSTELLATION ENERGY CORPCEG1,184$238,7290.06%
316DOVER CORPDOV1,358$238,5720.06%
317INTERCONTINENTALEXCHANGE INCCOM45866F1041,380$238,0490.06%
318ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND4642874731,883$237,1980.06%
319OGE ENERGY CORP COMOGE5,155$236,8720.06%
320WASTE MANAGEMENT INC DEL94106L1091,022$236,5990.06%
321OTIS WORLDWIDE CORP COMOTIS2,284$235,7080.06%
322I SHARES TR S&P 100 ETF464287101870$235,6130.06%
323CMS ENERGY CORPCMS-PC3,125$234,7120.06%
324BROOKFIELD ASSET MGMT INC11271J1074,475$234,4890.06%
325FLEXSHARES TR MORNSTAR UPSTRFLEX6,020$233,6340.06%
326ISHARES TR CORE HIGH DV ETF46429B6631,927$233,3950.06%
327ISHARES TR DJ PHARMA INDX4642888363,300$232,8480.06%
328NEXTERA ENERGY INCNEE-PW3,284$232,7680.06%
329VANGUARD INDEX FDS VALUE ETF9229087441,342$231,8160.06%
330BANK NEW YORK MELLON CORP COM0640581002,751$230,7240.06%
331UNITED PARCEL SERVICE CL B COMUPS2,095$230,4250.06%
332ADVANCED MICRO DEVICES INC COMAMD2,232$229,3130.06%
333VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428585,067$229,2800.06%
334PPG INDS INC COM6935061072,083$227,7740.06%
335BLACKSTONE GROUP INC COM CL ABX1,624$226,9990.06%
336TJX COS INC NEW COM8725401091,859$226,4230.06%
337VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428585,003$226,3850.06%
338AVERY DENNISON CORP COMAVY1,267$225,4870.06%
339SPDR SER TR PRTFLO S&P500 VL78464A5084,408$225,0710.06%
340ISHARES TR EXPANDED TECH4642875152,525$224,6980.06%
341WEC ENERGY GROUP INC COMWEC2,059$224,3840.06%
342NOVARTIS A G SPONSORED ADRNVSEF2,009$223,9620.06%
343ALLSTATE CORP COMALL-PJ1,079$223,4250.06%
344ADVANCED MICRO DEVICES INC COMAMD2,154$221,3010.05%
345CVS CORP.CVS3,266$221,2680.05%
346BP AMOCO PLC ADS (UK)BPPFF6,525$220,4780.05%
347PROLOGIS INC COMPLDGP1,967$219,8880.05%
348FREEPORT-MCMORAN COPPER & GOLD COMFCX5,800$219,5860.05%
349DIAGEO P L C SPON ADR NEWDGEAF2,093$219,3250.05%
350ALLEGION PUB LTD CO ORD SHSALLE1,676$218,6500.05%
351CANADIAN PAC RY LTD COMCP3,109$218,2510.05%
352PARKER HANNIFIN CORP COMPH359$218,2110.05%
353CORTEVA INC COMCTVA3,451$217,1700.05%
354ALTRIA GROUP INCMO3,617$217,0920.05%
355AMERICAN TOWER CORP NEW COM03027X100996$216,7270.05%
356RUSH ENTERPRISES INC CL ARUSHB4,050$216,2700.05%
357LAM RESEARCH CORP COMLRCX2,950$214,4640.05%
358VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8473,711$213,7900.05%
359TECHNOLOGY SELECT SECTOR81369Y8031,035$213,7050.05%
360SPDR SER TR PORTFOLIO SM ETF78468R8535,169$210,6300.05%
361BLACKSTONE GROUP INC COM CL ABX1,500$209,6700.05%
362GALLAGHER ARTHUR J & CO COM363576109607$209,5510.05%
363NORTHROP GRUMMAN CORP COMNOC407$208,3870.05%
364J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7243,490$208,2810.05%
365WISDOMTREE TRUST MIDCAP DIVI FDWT4,200$207,9840.05%
366NIKE INC CL BNKE3,274$207,7940.05%
367ISHARES TR RUSSELL1000VAL4642875981,104$207,7270.05%
368SHERWIN WILLIAMS CO COMSHW591$206,3680.05%
369L3HARRIS TECHNOLOGIES INC COMLHX985$206,1680.05%
370MEDTRONIC PLCMDT2,291$205,8680.05%
371WISDOMTREE TRUST SMLCAP EARN FDWT4,200$205,1280.05%
372BROADRIDGE FINL SOLUTIONS INCOM11133T103846$205,1180.05%
373SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF2,789$204,3770.05%
374BOOKING HLDGS INC.COMBKNG44$202,7020.05%
375LENNAR CORPLEN-B1,761$202,1260.05%
376ISHARES TR PHLX SEMICND ETF4642875231,074$202,0940.05%
377ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,528$202,0460.05%
378NORTHROP GRUMMAN CORP COMNOC392$200,7070.05%
379ISHARES TR MSCI GRW IDX4642888851,986$198,6000.05%
380KKR & CO INC COMKKRT1,691$195,4950.05%
381LINDE PLC COM EURO .001LIN419$195,0980.05%
382CHUBB LIMITED COMCB641$193,5660.05%
383TRANE TECHNOLOGIES PLCTT574$193,3840.05%
384ISHARES TR USD INV GRDE ETF4642886203,774$192,7740.05%
385CORNING INC COMGLW4,185$191,5440.05%
386SAP AKLENGESELLSCHAFT SPONSORED ADRSAPGF709$190,3210.05%
387CORNING INC COMGLW4,117$188,4320.05%
388ISHARES INC CORE MSCI EMKT46434G1033,474$187,4900.05%
389ASML HOLDING NV NY REG SHSASMLF282$186,8580.05%
390CONSTELLATION ENERGY CORPCEG925$186,5060.05%
391SPDR SER TR PROTFOLIO LN TSR78464A6646,812$185,6240.05%
392VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4092,342$184,8750.05%
393J P MORGAN EXCHANGE-TRADED FEQUITY PREMIUM46641Q3323,219$183,9000.05%
394ISHARES TR CORE 1 5 YR USD46432F8593,800$183,6910.05%
395MONDELEZ INTL INC CL A6092071052,704$183,4630.05%
396ISHARES TR S&P 500 VAL ETF464287408947$180,4790.04%
397FLUOR CORP. (NEW)FLR5,000$179,0500.04%
398VANGUARD BD INDEX FD INC INTERMED TERM9219378192,321$177,6930.04%
399AMERICAN EXPRESSAXP659$177,2960.04%
400I SHARES US TREASURY BOND ETF46429B2677,680$176,4860.04%
401TEXAS INSTRUMENTS882508104969$174,1260.04%
402WILLIAMS COS INC COM9694571002,895$173,0010.04%
403SPDR SERIES TRUST S&P DIVID ETF78464A7631,255$170,2780.04%
404VANGUARD INDEX FDS GROWTH ETF922908736453$167,9800.04%
405SPDR SER TRU PORTOLIO SH TSR78468R1015,711$166,9300.04%
406PACER FDS TR US CASH COWS 10069374H8813,044$166,6590.04%
407ARISTA NETWORKS INC COMANET2,128$164,8550.04%
408DOMINION ENERGY INC COMD2,934$164,4770.04%
409FORTINET INC COMFTNT1,705$164,1220.04%
410SPDR SER TR PORTFOLIO SM ETF78468R8533,987$162,4670.04%
411INTEL COMINTC6,938$157,4920.04%
412ISHARES TR INDEX BARCLY USAGG B4642872261,573$155,6000.04%
413CARRIER GLOBAL CORPORATION COMCARR2,440$154,6930.04%
414STARBUCKS CORP COMSBUX1,575$154,4890.04%
415CAPITAL ONE FINL CORP COM14040H105859$154,0150.04%
416KKR & CO INC COMKKRT1,326$153,2980.04%
417VERIZON COMMUNICATIONSVZ3,367$152,7260.04%
418SPDR GOLD TRUST GOLD SHSGLD528$152,1310.04%
419REALTY INCOME CORP COMO2,620$151,9840.04%
420ISHARES MBS ETF4642885881,580$148,1700.04%
421DUPONT DE NEMOURS INC (NEW)DD1,973$147,3430.04%
422HALEON PLC SPNSD ADRHLNCF14,158$145,6840.04%
423ECOLAB INC COMECL574$145,5180.04%
424NETFLIX INC COMNFLX156$145,4710.04%
425DOMINION ENERGY INC COMD2,548$142,8400.04%
426INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ3,525$142,4100.04%
427FLEXSHARES TR HIG YLD VL ETFFLEX3,500$141,3300.03%
428SPDR S & P MIDCAP ETFMDY264$140,8340.03%
429CITIGROUP INC COM NEWC-PR1,972$139,9890.03%
430VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7712,996$138,7440.03%
431FISERV INCFISV620$136,9130.03%
432PHILIP MORRIS INTL INC COM718172109855$135,7110.03%
433PAYCHEX INC COMPAYX860$132,6790.03%
434VANGUARD INDEX FDS MCAP VL IDXVIP922908512813$130,5180.03%
435BOSTON SCIENTIFIC CORP COMBSX1,285$129,6300.03%
436O REILLY AUTOMOTIVE INC NEW COM67103H10790$128,9290.03%
437SPDR SERIES TRUST S&P BIOTECH78464A8701,576$127,8130.03%
438IRON MTN INC NEW COM46284V1011,414$121,6580.03%
439AT&T INC COMT-PC4,273$120,7960.03%
440AVERY DENNISON CORP COMAVY674$119,9510.03%
441OTIS WORLDWIDE CORP COMOTIS1,159$119,6060.03%
442GILEAD SCIENCES INCGILD1,053$117,9870.03%
443AIR PRODS & CHEMS INC COMAIIR400$117,9630.03%
444FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF1,801$117,2090.03%
445TR AVANTIS0250728771,334$116,2840.03%
446TARGET CORPORATIONTGT1,095$114,2700.03%
447VANGUARD INDEX FDS GROWTH ETF922908736305$113,0990.03%
448FISERV INCFISV490$108,2050.03%
449SPDR SERIES TRUST S&P BIOTECH78464A8701,312$106,4030.03%
450PNC FINL SVCS GROUP INC COM693475105578$101,5930.03%
451SCHWAB STRATEGIC TR US LRG CAP ETF8085242014,500$99,3150.02%
452ISHARES TR INDEX DJ SEL DIV INX464287168731$98,1650.02%
453INGERSOLL RAND INC COMIR1,225$98,0330.02%
454WILLIAMS COS INC COM9694571001,639$97,9460.02%
455TR AVANTIS0250728771,100$95,8870.02%
456GRAINGER W.W. INC38480210496$94,8300.02%
457ISHARES TR INDEX BARCLY USAGG B464287226955$94,4680.02%
458INTEL COMINTC4,060$92,1620.02%
459VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7711,987$92,0150.02%
460BP AMOCO PLC ADS (UK)BPPFF2,666$90,0840.02%
461SPDR SERIES TRUST S&P DIVID ETF78464A763650$88,1920.02%
462KIMBERLY - CLARK CORPKMB619$88,0320.02%
463PACER FDS TR US CASH COWS 10069374H8811,586$86,8330.02%
464ISHARES MBS ETF464288588909$85,2450.02%
465O REILLY AUTOMOTIVE INC NEW COM67103H10759$84,5210.02%
466AMERICAN ELECTRIC POWER025537101759$82,9350.02%
467METLIFE INC COMMET-PF1,021$81,9750.02%
468AFLAC INC COMAFL728$80,9440.02%
469INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ2,000$80,8000.02%
470ISHARES TR CORE 1 5 YR USD46432F8591,670$80,7270.02%
471SPDR S & P MIDCAP ETFMDY151$80,5530.02%
472SERVICENOW INC COMNOW100$79,6100.02%
473LOWES COMPANIES548661107333$77,6640.02%
474SPDR SER TR PRTFLO S&P500 VL78464A5081,505$76,8450.02%
475GALLAGHER ARTHUR J & CO COM363576109222$76,6400.02%
476SCHWAB STRATEGIC TR US BRD MKT ETF8085241023,449$74,2220.02%
477WIPRO LTD SPONS ADRWIT24,324$74,1880.02%
478ASTRAZENECA PLC SPONSORED ADRAZN996$73,2050.02%
479ISHARES TR MSCI GRW IDX464288885710$71,0000.02%
480EXELON CORP COMEXC1,452$66,8920.02%
481LINDE PLC COM EURO .001LIN142$66,1180.02%
482ISHARES TR MSCI VAL IDX4642888771,066$62,8180.02%
483VANGUARD BD INDEX FD INC INTERMED TERM921937819820$62,7790.02%
484TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR874039100367$60,9220.02%
485ISHARES TR CORE HIGH DV ETF46429B663500$60,5600.01%
486FLEXSHARES TR HIG YLD VL ETFFLEX1,477$59,6410.01%
487BANK OF AMERICA CORP COM0605051041,400$58,4070.01%
488AMERICAN TOWER CORP NEW COM03027X100267$58,0980.01%
489WASTE MANAGEMENT INC DEL94106L109240$55,5610.01%
490SCHWAB STRATEGIC TR US DIVIDEND EQ8085247971,932$53,9980.01%
491VERTEX PHARMACEUTICALS INC COMVRTX107$51,8740.01%
492BHP BILLITON LTD SPONSORED ADRBHPLF1,051$51,0140.01%
493CAPITAL ONE FINL CORP COM14040H105284$50,9210.01%
494GENERAL ELECTRIC CO COM NEW369604301253$50,6370.01%
495MEDTRONIC PLCMDT563$50,5890.01%
496I SHARES US TREASURY BOND ETF46429B2672,191$50,3480.01%
497INTUITIVE SURGICAL INC COM NEWISRG99$49,0290.01%
498MARSH & MCLENNAN COS INC COM571748102193$47,0970.01%
499SCHLUMBERGER LTDSLB1,050$43,8790.01%
500FORTINET INC COMFTNT450$43,3170.01%