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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 Q4 2025 · Filed February 2, 2026 · Accession 0001999371-26-002300

Total Value
$461.4M
Positions
572
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1CHEVRON COMCVX127,175$19.4M4.22%
2EXXON MOBIL CORPORATIONXOM153,915$18.5M4.04%
3APPLE COMPUTER INC. CMN.AAPL61,523$16.7M3.64%
4APPLE COMPUTER INC. CMN.AAPL48,957$13.3M2.90%
5BERKSHIRE HATHAWAY INC DELBRK-A15$11.3M2.47%
6JOHNSON & JOHNSON COMJNJ52,846$10.9M2.38%
7AUTOMATIC DATA PROCESSING INC - TAXABLEADP40,607$10.4M2.28%
8MICROSOFT COMMSFT20,385$9.9M2.15%
9NVIDIA CORPNVDA43,327$8.1M1.76%
10LILLY ELI & COMPANYLLY6,870$7.4M1.61%
11ALPHABET INC.GOOG19,959$6.3M1.36%
12AMAZON COM INC COMAMZN26,598$6.1M1.34%
13ALPHABET INC CAP STK CL AGOOG18,757$5.9M1.28%
14BROADCOM INCAVGO14,701$5.1M1.11%
15JP MORGAN CHASE & CO COMVYLD15,664$5.0M1.10%
16ALPHABET INC.GOOG14,834$4.7M1.01%
17BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A8,663$4.4M0.95%
18LILLY ELI & COMPANYLLY3,951$4.2M0.93%
19ISHARES TR S&P 500 INDEX4642872006,050$4.1M0.90%
20JP MORGAN CHASE & CO COMVYLD12,696$4.1M0.89%
21MICROSOFT COMMSFT7,890$3.8M0.83%
22VANGUARD INDEX FDS S&P 500 ETF SHS9229083635,807$3.6M0.79%
23SPDR TR UNIT SER 1SPY5,101$3.5M0.76%
24BROADCOM INCAVGO9,863$3.4M0.74%
25JOHNSON & JOHNSON COMJNJ15,611$3.2M0.70%
26WAL-MARTWMT28,839$3.2M0.70%
27RTX CORPORATION COMRTX16,591$3.0M0.66%
28TARGET CORPORATIONTGT30,490$3.0M0.65%
29HOME DEPOT COMHD8,547$2.9M0.64%
30ISHARES TR CORE S&P TTL STK46428715019,361$2.9M0.63%
31FACEBOOK INC CL AMETA4,303$2.8M0.62%
32EXXON MOBIL CORPORATIONXOM22,743$2.7M0.60%
33VERISK ANALYTICS INC CL AVRSK12,232$2.7M0.60%
34VISA INC COM CL AV7,762$2.7M0.59%
35ALPHABET INC CAP STK CL AGOOG8,665$2.7M0.59%
36PROCTER & GAMBLE CO.74271810918,052$2.6M0.56%
37VISA INC COM CL AV7,075$2.5M0.54%
38INVESCO QQQ TR UNIT SER 1IVZ4,006$2.5M0.54%
39VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70640,574$2.4M0.53%
40VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385835,619$2.2M0.48%
41DEERE & CO COMDE4,775$2.2M0.48%
42PROCTER & GAMBLE CO.74271810914,915$2.1M0.47%
43MOODYS CORP COMMCO4,060$2.1M0.45%
44ISHARES TR S&P 500 INDEX4642872003,006$2.1M0.45%
45WAL-MARTWMT18,475$2.1M0.45%
46AMAZON COM INC COMAMZN8,662$2.0M0.44%
47VANGUARD TOTAL STK MKT ETF9229087695,956$2.0M0.44%
48TRANE TECHNOLOGIES PLCTT5,025$2.0M0.43%
49MASTERCARD INCORPORATED CL AMA3,396$1.9M0.42%
50VANGUARD INDEX FDS S&P 500 ETF SHS9229083633,068$1.9M0.42%
51ABBVIE INC COMABBV8,265$1.9M0.41%
52MERCK & CO INCMRK17,590$1.9M0.40%
53CATERPILLAR INC COMCAT3,230$1.9M0.40%
54JP MORGAN ETF ULTRA SHORT INCOME46641Q83736,075$1.8M0.40%
55VANGUARD MID CAP ETF9229086296,196$1.8M0.39%
56NORFOLK SOUTHERN CORP COM6558441086,095$1.8M0.38%
57CISCOCSCO22,776$1.8M0.38%
58STRYKER CORPSYK4,827$1.7M0.37%
59INVESCO QQQ TR UNIT SER 1IVZ2,720$1.7M0.36%
60SCHWAB CHARLES CORP NEW COMSCHW-PJ16,497$1.6M0.36%
61SPDR TR UNIT SER 1SPY2,366$1.6M0.35%
62PEPSICO INCPEP11,006$1.6M0.34%
63VANGUARD TAX-MANAGED FD EUROPE PAC ETF92194385823,850$1.5M0.32%
64ISHARES TR RUSSELL 20004642876555,975$1.5M0.32%
65RTX CORPORATION COMRTX7,947$1.5M0.32%
66NETFLIX INC COMNFLX15,270$1.4M0.31%
67INTL BUSINESS MACHINES COMINTR4,799$1.4M0.31%
68ISHARES TR INDEX RUSSELL1000GRW4642876142,981$1.4M0.31%
69TECHNOLOGY SELECT SECTOR81369Y8039,750$1.4M0.31%
70L3HARRIS TECHNOLOGIES INC COMLHX4,770$1.4M0.31%
71MERCK & CO INCMRK13,138$1.4M0.30%
72TESLA MTRS INC COMTSLA3,029$1.4M0.30%
73VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464069,184$1.3M0.29%
74ISHARES DIVIDEND GROWTH ETF46434V62118,821$1.3M0.28%
75VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325052,928$1.3M0.28%
76CUMMINS INC COMCMI2,540$1.3M0.28%
77COSTCO WHSL CORP NEW COM22160K1051,440$1.2M0.27%
78HOME DEPOT COMHD3,600$1.2M0.27%
79ABBVIE INC COMABBV5,421$1.2M0.27%
80BLACKROCK INC COMBLK1,075$1.2M0.25%
81CATERPILLAR INC COMCAT2,004$1.1M0.25%
82UNION PAC CORP COMUNP4,904$1.1M0.25%
83ISHARES TR S&P 500 GRWT ETF4642873099,055$1.1M0.24%
84VANGUARD INDEX FDS SMALL CP ETF9229087514,292$1.1M0.24%
85GENERAL DYNAMICS CORPORATIONGD3,274$1.1M0.24%
86KIMBERLY - CLARK CORPKMB10,884$1.1M0.24%
87CVS CORP.CVS13,676$1.1M0.24%
88ADOBE INC COMADBE3,091$1.1M0.24%
89EATON CORP CMNETN3,358$1.1M0.23%
90GOLDMAN SACHSGSCE1,205$1.1M0.23%
91VANGUARD INDEX FD LARGE CAP ETF9229086373,349$1.1M0.23%
92BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A2,068$1.0M0.23%
93WELLS FARGO & CO NEW COM94974610110,809$1.0M0.22%
94PIMCO ETF TR ENHAN SHRT MA AC72201R8339,936$996,9780.22%
95CHEVRON COMCVX6,490$989,1310.22%
96GENERAL ELECTRIC CO COM NEW3696043013,209$988,4320.22%
97PALO ALTO NETWORKS INC COMPANW5,303$976,8100.21%
98PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58738,471$962,1580.21%
99MCDONALDS CORP COMMCD3,136$958,4460.21%
100VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088444,349$955,8210.21%
101COLGATE PALMOLIVE COCL12,031$950,6880.21%
102VANGUARD INDEX FDS SMALL CP ETF9229087513,650$941,4770.21%
103ISHARES TR S&P 500 GRWT ETF4642873097,593$935,9110.20%
104AFLAC INC COMAFL8,445$931,2290.20%
105ASML HOLDING NV NY REG SHSASMLF868$928,6260.20%
106GRAINGER W.W. INC384802104900$908,1350.20%
107ACCENTURE PLC IRELAND SHS CLASS AACN3,335$894,7430.19%
108GOLDMAN SACHSGSCE1,015$892,1850.19%
109CUMMINS INC COMCMI1,735$885,6300.19%
110TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR8740391002,876$873,9560.19%
1113M COMPANY COMMMM5,442$871,2630.19%
112COCA COLA CO COMKO12,396$866,4730.19%
113CISCOCSCO11,158$859,4890.19%
114J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q65416,592$845,0300.18%
115ORACLE CORPORATIONORCL-PD4,327$843,3700.18%
116VANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF9219464065,859$840,8800.18%
117BLACKROCK INC COMBLK777$831,6470.18%
118NEXTERA ENERGY INCNEE-PW10,131$813,3080.18%
119ISHARES TR RUSSELL 20004642876553,300$812,3260.18%
120VANGUARD MID CAP ETF9229086292,690$780,6610.17%
121VANGUARD RUSSELL 1000 VALUE ETF92206C7148,385$773,9350.17%
122ILLINOIS TOOL WKS INC COM4523081093,131$771,1640.17%
123NVIDIA CORPNVDA4,106$765,7670.17%
124ISHARES TR S&P MIDCAP 40046428750711,478$757,5480.17%
125LOCKHEED MARTIN CORP COMLMT1,561$754,9880.16%
126BERKSHIRE HATHAWAY INC DELBRK-A1$754,8000.16%
127AMERICAN EXPRESSAXP2,026$749,5120.16%
128LOCKHEED MARTIN CORP COMLMT1,542$745,8020.16%
129FACEBOOK INC CL AMETA1,117$737,3050.16%
130ISHARES INC CORE MSCI EMKT46434G10310,937$735,1810.16%
131VANGUARD INDEX FDS VALUE ETF9229087443,785$722,8940.16%
132FINANCIAL SELECT SECTOR SPDR81369Y60513,182$721,9760.16%
133ISHARES TR CORE MSCI EAFE46432F8428,058$720,8640.16%
134VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325051,620$720,2180.16%
135ECOLAB INC COMECL2,730$716,6470.16%
136SONOCO PRODS CO COM83549510216,411$716,0100.16%
137UNITEDHEALTH GROUP INCUNH2,164$714,3300.16%
138ISHARES TR S&P SMALL CAP 600 INDEX4642878045,943$714,2270.16%
139COCA COLA CO COMKO10,156$709,9010.15%
140SOUTHERN COMPANYSOMN8,089$705,3590.15%
141PALO ALTO NETWORKS INC COMPANW3,827$704,9310.15%
142FLEXSHARES TR ESG & CLM US LRGFLEX9,396$699,7200.15%
143ISHARES TR INDEX RUSSELL MCP GR4642874815,043$690,5860.15%
144GENERAL DYNAMICS CORPORATIONGD2,004$674,6410.15%
145CHENIERE ENERGY INC COM NEWLNG3,464$673,3640.15%
146ISHARES TR DJ US TECH SEC4642877213,345$667,9290.15%
147INTL BUSINESS MACHINES COMINTR2,245$664,9650.14%
148HONEYWELL INTL INC COM4385161063,389$661,1580.14%
149UNION PAC CORP COMUNP2,831$654,8590.14%
150GE VERNOVA INC COMGEV969$633,3050.14%
151DANAHER CORPORATION2358511022,766$633,1900.14%
152SPDR GOLD TRUST GOLD SHSGLD1,587$628,9260.14%
153EMERSON ELECTRICEMR4,714$625,6410.14%
154EATON CORP CMNETN1,956$623,0020.14%
155THERMO FISHER SCIENTIFIC INCTMO1,064$616,5290.13%
156PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE72201R58522,895$610,8380.13%
157BANK OF AMERICA CORP COM06050510411,098$610,3900.13%
158SALESFORCE COM INC COMCRM2,297$608,4690.13%
159ISHARES CORE S&P VALUE4642876635,824$597,1910.13%
160NIKE INC CL BNKE9,350$595,5950.13%
161ISHARES TR S&P MIDCAP 4004642875079,012$594,7920.13%
162VANGUARD SPECIALIZED PORT DIVD APPREC INDX ETF9219088442,700$593,4030.13%
163ADVANCED MICRO DEVICES INC COMAMD2,746$588,0810.13%
164MASTERCARD INCORPORATED CL AMA1,020$582,2940.13%
165WHITE MTNS INS GROUP LTD COMG9618E107275$571,4570.12%
166CONSUMER DISCRETIONARY SLCT81369Y4074,778$570,5400.12%
167FREEPORT-MCMORAN COPPER & GOLD COMFCX11,195$568,5940.12%
168PEPSICO INCPEP3,949$566,7530.12%
169CHUBB LIMITED COMCB1,782$556,1750.12%
170ORACLE CORPORATIONORCL-PD2,846$554,7100.12%
171ISHARES TR S&P SMALL CAP 600 INDEX4642878044,539$545,4940.12%
172MORGAN STANLEY DEAN WITTERMS-PQ3,055$542,3460.12%
173SELECT SECTOR SPDR TR SBI INT-INDS81369Y7043,487$540,9030.12%
174SELECT SECTOR SPDR COMMUNICATIONS INDX81369Y8524,584$539,6260.12%
175ISHARES TR MSCI VAL IDX4642888777,555$539,4240.12%
176HONEYWELL INTL INC COM4385161062,755$537,4670.12%
177SALESFORCE COM INC COMCRM2,028$537,2160.12%
178AUTOMATIC DATA PROCESSING INC - TAXABLEADP2,078$534,4990.12%
179QUALCOMM INC COMQCOM3,091$528,7090.12%
180SELECT SECTOR SPDR TR STATE STREET HEA81369Y2093,387$524,3060.11%
181ABBOTT LABS COMABLZF4,175$523,0780.11%
182DISNEY WALT CO COM2546871064,593$522,5390.11%
183SCHWAB CHARLES CORP NEW COMSCHW-PJ5,184$517,9280.11%
184BRISTOL MYERS SQUIBBCELG-RI9,557$515,4030.11%
185MONDELEZ INTL INC CL A6092071059,535$513,2680.11%
186MCDONALDS CORP COMMCD1,665$508,8680.11%
187FLEXSHARES MORNINGSTAR USFLEX2,045$508,5500.11%
188DUKE ENERGY CORP NEW COM NEWDUKB4,329$507,3970.11%
189VALERO ENERGY CORP NEW COMVLO3,105$505,4620.11%
190VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4096,230$496,6550.11%
191BOEING CO COMBA-PA2,253$489,1700.11%
192ADOBE INC COMADBE1,397$488,9160.11%
193WELLS FARGO & CO NEW COM9497461015,239$488,2710.11%
194INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ10,389$487,3470.11%
195FLEXSHARES TRUST INTERNATIONAL QUALITY DIVFLEX16,006$486,4220.11%
196EMERSON ELECTRICEMR3,646$483,8970.11%
197CONOCOPHILLIPS COMCOP5,162$483,2120.11%
198DISNEY WALT CO COM2546871064,243$482,7200.11%
199DANAHER CORPORATION2358511022,104$481,6430.10%
200ISHARES TR RUSSELL MIDCAP INDEX FD4642874994,979$479,3260.10%
201ISHARES TR S&P 500 VAL ETF4642874082,244$475,8830.10%
202ISHARES TR INDEX MSCI EAFE IDX4642874654,938$474,1940.10%
203ISHARES TR INDEX RUSSELL1000GRW464287614994$470,4490.10%
204STATE STREET CORPSTT-PG3,635$468,9500.10%
205DOVER CORPDOV2,400$468,5760.10%
206TEVA PHARMACEUTICAL INDUS. LTD ADR88162420914,770$460,8240.10%
207ISHARES GOLD TRUSTIAU5,553$450,7360.10%
208LAM RESEARCH CORP COMLRCX2,603$445,5780.10%
209PALANTIR TECHNOLOGIES INC CL APLTR2,498$444,0170.10%
210AMGEN INC COMAMGN1,350$441,8500.10%
211VANGUARD WORLD FDS INF TECH ETF92204A702576$434,1700.09%
212ARISTA NETWORKS INC COMANET3,310$433,7070.09%
213ADVANCED MICRO DEVICES INC COMAMD2,020$432,6010.09%
214CONSTELLATION ENERGY CORPCEG1,217$429,9160.09%
215PHILIP MORRIS INTL INC COM7181721092,667$427,7830.09%
216VERIZON COMMUNICATIONSVZ10,483$426,8610.09%
217SPDR SER TR RUSSELL 1000 ETF78464A8545,234$419,8700.09%
218ISHARES GOLD TRUSTIAU5,146$417,6990.09%
219DUKE ENERGY CORP NEW COM NEWDUKB3,553$416,4400.09%
220ISHARES INC CORE MSCI EMKT46434G1036,171$414,8090.09%
221CIGNA CORP NEW1255231001,496$411,7250.09%
222AMPHENOL CORP NEW0320951013,033$409,8780.09%
223THERMO FISHER SCIENTIFIC INCTMO699$405,0310.09%
224SERVICENOW INC COMNOW2,628$402,5780.09%
225HCA HLDGS INC COMHCA855$399,1550.09%
226GILEAD SCIENCES INCGILD3,232$396,6940.09%
227SCHWAB STRATEGIC TR US DIVIDEND EQ80852479714,406$395,1560.09%
228AMERICAN ELECTRIC POWER0255371013,421$394,4710.09%
229AERCAP HOLDINGS NVAER2,742$394,1890.09%
230INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50IVZ6,645$393,8470.09%
231AMGEN INC COMAMGN1,186$388,1730.08%
232J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7245,807$385,7580.08%
233NOVARTIS A G SPONSORED ADRNVSEF2,789$384,5170.08%
234INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,983$379,8620.08%
235CONOCOPHILLIPS COMCOP4,040$378,1790.08%
236PHILLIPS 66 COMPSX2,894$373,4390.08%
237COLGATE PALMOLIVE COCL4,690$370,6020.08%
238MARRIOTT INTL INC NEW CL A5719032021,191$369,4830.08%
239TJX COS INC NEW COM8725401092,391$367,2760.08%
240SOUTHERN COMPANYSOMN4,204$366,5880.08%
241CIGNA CORP NEW1255231001,331$366,3160.08%
242SCHWAB STRATEGIC INTL EQUITYETF80852480515,201$365,4310.08%
243UBER TECHNOLOGIES INC COMUBER4,472$365,4040.08%
244ST PAUL TRAVELERS COSTRV1,248$361,9800.08%
245NOVO-NORDISK A S ADRNONOF7,070$359,7210.08%
246VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428586,692$359,6930.08%
247CORNING INC COMGLW4,105$359,4300.08%
248ASTRAZENECA PLC SPONSORED ADRAZN3,889$357,5130.08%
249SCHWAB STRATEGIC TR US LRG CAP ETF80852420113,198$355,0240.08%
250MICRON TECHNOLOGY INC COMMU1,228$350,4680.08%
251ISHARES TR MSCI ACWI INDX4642882572,473$349,9040.08%
252INGERSOLL RAND INC COMIR4,412$349,5180.08%
253ISHARES TR RUSSELL1000VAL4642875981,659$348,9490.08%
254COMCAST CORP NEW CL ACCZ11,667$348,6070.08%
255LOWES COMPANIES5486611071,436$346,2990.08%
256CITIGROUP INC COM NEWC-PR2,929$341,7810.07%
257CORNING INC COMGLW3,890$340,6070.07%
258INVESCO ETF S&P 500 EQUAL WEIGHTIVZ1,774$339,8260.07%
259PNC FINL SVCS GROUP INC COM6934751051,625$339,1830.07%
260BROOKFIELD ASSET MGMT INC11271J1077,372$338,2260.07%
261ST PAUL TRAVELERS COSTRV1,158$335,8770.07%
262SCHWAB STRATEGIC TR US BRD MKT ETF80852410212,771$334,8550.07%
263VANGUARD TOTAL STK MKT ETF922908769997$334,2530.07%
264PHILLIPS 66 COMPSX2,574$332,1470.07%
265ALTRIA GROUP INCMO5,733$330,5050.07%
266INTUITIVE SURGICAL INC COM NEWISRG583$330,1770.07%
267ACCENTURE PLC IRELAND SHS CLASS AACN1,230$329,9910.07%
268CONSTELLATION ENERGY CORPCEG925$326,7640.07%
269PROSHARES TR S&P MDCP 400 DIV74347B6803,865$325,5100.07%
270PFIZER INC COMPFE13,072$325,3580.07%
271US BANCORP DEL COM NEWUSB-PS6,093$325,1210.07%
272ISHARES TR PHLX SEMICND ETF4642875231,074$323,4240.07%
273BOEING CO COMBA-PA1,488$323,0720.07%
274VANGUARD INDEX FDS MCAP VL IDXVIP9229085121,817$322,2730.07%
275SPDR SER TR PORTFOLIO SM ETF78468R8536,789$318,1310.07%
276VANGUARD SCOTTSDALE FDS S/T CORP BD INDEX ETF92206C4093,988$317,9200.07%
277BANK NEW YORK MELLON CORP COM0640581002,730$316,9220.07%
278CAPITAL ONE FINL CORP COM14040H1051,290$312,6390.07%
279VANGUARD ADMIRAL FDS INC MIDCP 400 IDX9219328852,791$312,0330.07%
280ISHARES TR INDEX DJ SEL DIV INX4642871682,210$311,9180.07%
281PROFESIONALLY MANAGED PORTFOCONGRESS INTERME74316P58712,394$309,9730.07%
282PAYCHEX INC COMPAYX2,760$309,6160.07%
283COSTCO WHSL CORP NEW COM22160K105359$309,5760.07%
284PACKAGING CORP AMER COM6951561091,500$309,3450.07%
285ISHARES TR INDEX MSCI EAFE IDX4642874653,178$305,1790.07%
286ISHARES TR RUSSELL MIDCAP INDEX FD4642874993,168$304,9810.07%
287PIMCO ETF TR SHTRM MUN BD ACT72201R8745,950$300,0580.07%
288STRYKER CORPSYK852$299,4410.07%
289J P MORGAN EXCHANGE-TRADED FULTRA SHT MUNCPL46641Q6545,869$298,9070.07%
290I SHARES TR S&P 100 ETF464287101870$298,3750.07%
291BLACKSTONE GROUP INC COM CL ABX1,934$298,1010.06%
292CLEAR SECURE INC COM CL AYOU8,475$297,2180.06%
293INTUIT COMINTU444$294,1070.06%
2943M COMPANY COMMMM1,835$293,7820.06%
295ISHARES TR CORE MSCI EAFE46432F8423,275$292,9790.06%
296LABORATORY CORP AMER HLDGS COM NEWLH1,143$286,7550.06%
297PARKER HANNIFIN CORP COMPH326$286,5390.06%
298ILLINOIS TOOL WKS INC COM4523081091,163$286,4440.06%
299ISHARES TR DJ PHARMA INDX4642888363,300$279,9390.06%
300NOVARTIS A G SPONSORED ADRNVSEF2,023$278,9080.06%
301BNY MELLON ETF TRUST II DYNAMIC VALUE05613H1009,557$277,3410.06%
302ASML HOLDING NV NY REG SHSASMLF259$277,0880.06%
303AT&T INC COMT-PC11,127$276,3910.06%
304ISHARES FLOATING RATE BOND ETF46429B6555,410$275,1520.06%
305L3HARRIS TECHNOLOGIES INC COMLHX935$274,4860.06%
306QUALCOMM INC COMQCOM1,597$273,1630.06%
307FEDEX CORPFDX945$272,9620.06%
308EXELON CORP COMEXC6,250$272,4350.06%
309VANGUARD INTL EQUITY INDEX FEMR MKT ETF9220428585,067$272,3500.06%
310ARISTA NETWORKS INC COMANET2,073$271,6230.06%
311ISHARES TR RUSSELL1000VAL4642875981,291$271,5470.06%
312KLA-TENCOR CORP COMKLAC223$270,9600.06%
313BRISTOL MYERS SQUIBBCELG-RI5,024$270,9430.06%
314TJX COS INC NEW COM8725401091,749$268,6620.06%
315AIR PRODS & CHEMS INC COMAIIR1,086$268,2600.06%
316ALLEGION PUB LTD CO ORD SHSALLE1,677$267,0110.06%
317SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF3,633$266,9140.06%
318ISHARES TR EXPANDED TECH4642875152,525$266,8660.06%
319KENVUE INC COMKVUE15,465$266,7710.06%
320ISHARES TR RUSSELL MIDCAP VALUE INDEX FUND4642874731,883$265,5930.06%
321QNITY ELECTRONICS INC COMQ3,242$264,7080.06%
322VERTEX PHARMACEUTICALS INC COMVRTX580$262,9390.06%
323DUPONT DE NEMOURS INC (NEW)DD6,534$262,6660.06%
324ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,789$262,2300.06%
325PFIZER INC COMPFE10,523$261,9140.06%
326INTEL COMINTC7,078$261,1040.06%
327ABBOTT LABS COMABLZF2,084$261,1010.06%
328WASTE MANAGEMENT INC DEL94106L1091,184$260,1330.06%
329VANGUARD INDEX FDS VALUE ETF9229087441,342$256,3070.06%
330IRON MTN INC NEW COM46284V1013,081$255,5660.06%
331FLEXSHARES TR MORNSTAR UPSTRFLEX5,537$253,8130.06%
332ISHARES TR GLB INFRASTR ETF4642883724,123$252,9870.06%
333VANGUARD WELLINGTON FD SHORT TRM TAX EX9219358702,490$252,9090.06%
334DEERE & CO COMDE542$252,3350.05%
335BLACKSTONE GROUP INC COM CL ABX1,626$250,6300.05%
336INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ3,482$248,6830.05%
337INTERCONTINENTALEXCHANGE INCCOM45866F1041,534$248,4440.05%
338NORTHROP GRUMMAN CORP COMNOC435$248,0350.05%
339FIRST TR EXCHANGE TRADED FD IV LIMITED DURATION33738D80412,901$247,4390.05%
340NEXTERA ENERGY INCNEE-PW3,078$247,1000.05%
341SPDR SERIES TRUST STATE STREET SPD78464A5084,342$246,6670.05%
342VANGUARD CHARLOTTE FDS TOTALINTL BD INDEX FD ETF92203J4075,042$243,5770.05%
343ISHARES TR USA QUALITY FCTR46432F3391,222$242,7120.05%
344FIDELITY NATIONAL FINANCIAL COM SHSFNF4,442$242,4860.05%
345BECTON DICKINSON & COBDX1,247$242,0050.05%
346T. ROWE PRICE GROUP INCTROW2,347$240,2850.05%
347TEXAS INSTRUMENTS8825081041,379$239,2370.05%
348WISDOMTREE TRUST SMLCAP EARN FDWT4,200$239,1060.05%
349DOVER CORPDOV1,221$238,3870.05%
350AMERISOURCE BERGEN CORPCOR700$236,4250.05%
351CHESAPEAKE ENERGY CORP COMEXE2,141$236,2790.05%
352BOOKING HLDGS INC.COMBKNG44$235,6310.05%
353ISHARES TR CORE HIGH DV ETF46429B6631,927$234,3380.05%
354ISHARES TR ESG AW MSCI EAFE46435G5162,458$233,7310.05%
355SHOPIFY INC CL ASHOP1,444$232,4360.05%
356J P MORGAN EXCHANGE TRADED FHEDGED EQUITY LA46654Q7243,480$231,1730.05%
357AVERY DENNISON CORP COMAVY1,267$230,4410.05%
358AMERICAN EXPRESSAXP615$227,5170.05%
359BOSTON SCIENTIFIC CORP COMBSX2,386$227,5030.05%
360S & P GLOBAL INCSPGI428$223,6630.05%
361NORTHROP GRUMMAN CORP COMNOC392$223,5170.05%
362OGE ENERGY CORP COMOGE5,215$222,6800.05%
363MEDTRONIC PLCMDT2,307$221,6090.05%
364JP MORGAN ETF ULTRA SHORT INCOME46641Q8374,373$221,2280.05%
365SPDR SER TR PORTFOLIO SM ETF78468R8534,704$220,4230.05%
366PROSHARES TR S&P 500 DV ARIST74348A4672,100$218,5470.05%
367RUSH ENTERPRISES INC CL ARUSHB4,050$218,4160.05%
368UBER TECHNOLOGIES INC COMUBER2,666$217,8370.05%
369WILLIAMS COS INC COM9694571003,621$217,6560.05%
370MCKESSON CORP COMMCK265$217,3730.05%
371WISDOMTREE TRUST MIDCAP DIVI FDWT4,200$216,6780.05%
372STARBUCKS CORP COMSBUX2,559$215,4890.05%
373ALLSTATE CORP COMALL-PJ1,031$214,5990.05%
374REALTY INCOME CORP COMO3,787$213,4350.05%
375UNILEVER PLC SPON ADR NEWUNLYF3,260$213,2020.05%
376CITIGROUP INC COM NEWC-PR1,821$212,4910.05%
377HEICO CORP NEWHEI-A648$209,6790.05%
378SPDR GOLD TRUST GOLD SHSGLD528$209,2450.05%
379ALTRIA GROUP INCMO3,617$208,5180.05%
380VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C8473,711$207,0360.05%
381MARSH & MCLENNAN COS INC COM5717481021,116$207,0360.05%
382ANALOG DEVICES INCADI760$206,0990.04%
383CORTEVA INC COMCTVA3,066$205,4820.04%
384SPDR INDEX SHS FDS GLB NAT RESRCE78463X5413,304$205,2770.04%
385SCHLUMBERGER LTDSLB5,347$205,2160.04%
386PROLOGIS INC COMPLDGP1,603$204,6330.04%
387SHELL PLC SPONSORED ADR REPRESENTING B SHRSRYDAF2,784$204,5390.04%
388CMS ENERGY CORPCMS-PC2,917$203,9810.04%
389BWX TECHNOLOGIES INC COMBWXT1,178$203,6030.04%
390CROWDSTRIKE HLDGS INC CL ACRWD434$203,4390.04%
391VANGUARD BD INDEX FD INC SHORT TRM BOND9219378272,577$203,0930.04%
392ISHARES TR MSCI GRW IDX4642888851,782$203,0010.04%
393CLOROX CO DEL COMCLX2,000$201,6600.04%
394ISHARES TR S&P 500 VAL ETF464287408947$200,8290.04%
395WEC ENERGY GROUP INC COMWEC1,899$200,2650.04%
396OTIS WORLDWIDE CORP COMOTIS2,262$197,5840.04%
397SIMON PPTY GROUP INC NEW COM8288061091,055$195,2880.04%
398CHUBB LIMITED COMCB613$191,3200.04%
399REGENERON PHARMACEUTICALS COMREGN246$189,8740.04%
400KKR & CO INC COMKKRT1,484$189,1800.04%
401BP AMOCO PLC ADS (UK)BPPFF5,426$188,3890.04%
402ISHARES TR CORE 1 5 YR USD46432F8593,800$185,2490.04%
403SHERWIN WILLIAMS CO COMSHW564$182,7430.04%
404VANGUARD BD INDEX FD INC INTERMED TERM9219378192,321$180,7570.04%
405DIAGEO P L C SPON ADR NEWDGEAF2,093$180,5630.04%
406AMPHENOL CORP NEW0320951011,307$176,6260.04%
407KROGER CO COMKR2,815$175,8480.04%
408TEXAS INSTRUMENTS8825081041,010$175,2180.04%
409CARRIER GLOBAL CORPORATION COMCARR3,297$174,2130.04%
410VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7713,696$173,9700.04%
411SPDR SERIES TRUST S&P DIVID ETF78464A7631,248$173,6710.04%
412PIMCO ETF TR ENHAN SHRT MA AC72201R8331,702$170,7780.04%
413AGNICO EAGLE MINES LTD COMAEM1,000$169,5300.04%
414KKR & CO INC COMKKRT1,327$169,1650.04%
415ISHARES INTL SELECT DIVIDENDETF4642884484,233$166,9890.04%
416LINDE PLC COM EURO .001LIN385$164,1550.04%
417SCHWAB STRATEGIC TR US SML CAP ETF8085246075,744$163,5310.04%
418TR AVANTIS0250728771,588$161,9440.04%
419CVS CORP.CVS2,017$160,0650.03%
420TRANE TECHNOLOGIES PLCTT410$159,5710.03%
421METLIFE INC COMMET-PF1,959$154,6410.03%
422PIMCO ETF TR MTG BKD SECS ACT72201R5693,096$153,8400.03%
423SPDR S & P MIDCAP ETFMDY254$153,2290.03%
424ROYAL BK CDA MONTREAL QUE COM780087102897$152,9290.03%
425ECOLAB INC COMECL574$150,6770.03%
426ISHARES MBS ETF4642885881,580$150,4440.03%
427VANGUARD INDEX FDS GROWTH ETF922908736305$148,7930.03%
428NOVO-NORDISK A S ADRNONOF2,857$145,3640.03%
429VANGUARD INDEX FDS MCAP VL IDXVIP922908512813$144,2010.03%
430DOMINION ENERGY INC COMD2,443$143,1310.03%
431FLEXSHARES TR HIG YLD VL ETFFLEX3,500$142,5550.03%
432O REILLY AUTOMOTIVE INC NEW COM67103H1071,549$141,2800.03%
433FREEPORT-MCMORAN COPPER & GOLD COMFCX2,746$139,4680.03%
434MONDELEZ INTL INC CL A6092071052,585$139,1430.03%
435VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF9219467941,545$139,0500.03%
436ROYAL CARIBBEAN CRUISES LTD COMV7780T103497$138,6150.03%
437ISHARES TR INDEX BARCLY USAGG B4642872261,375$137,3340.03%
438PHILIP MORRIS INTL INC COM718172109856$137,3010.03%
439NUVEEN QUALITY MUNCP INCOME COMNU11,086$133,2530.03%
440NETFLIX INC COMNFLX1,400$131,2610.03%
441SPDR S & P MIDCAP ETFMDY213$128,4950.03%
442HALEON PLC SPNSD ADRHLNCF12,492$126,2930.03%
443AVERY DENNISON CORP COMAVY674$122,5870.03%
444AMERICAN ELECTRIC POWER0255371011,054$121,5350.03%
445SCHWAB STRATEGIC TR US LRG CAP ETF8085242014,500$121,0500.03%
446GILEAD SCIENCES INCGILD983$120,6520.03%
447PNC FINL SVCS GROUP INC COM693475105578$120,6440.03%
448BOSTON SCIENTIFIC CORP COMBSX1,263$120,4250.03%
449IRON MTN INC NEW COM46284V1011,414$117,2880.03%
450REALTY INCOME CORP COMO2,060$116,1000.03%
451VERIZON COMMUNICATIONSVZ2,839$115,6020.03%
452INTEL COMINTC3,120$115,0960.03%
453TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR874039100378$114,8650.03%
454DOMINION ENERGY INC COMD1,948$114,1330.02%
455ASTRAZENECA PLC SPONSORED ADRAZN1,234$113,4400.02%
456NIKE INC CL BNKE1,777$113,1930.02%
457TR AVANTIS0250728771,100$112,1780.02%
458ROYAL CARIBBEAN CRUISES LTD COMV7780T103400$111,5640.02%
459AT&T INC COMT-PC4,396$109,1940.02%
460PIMCO ETF TRUST MULTISECTOR BOND ACTIVE EXCHANGE72201R5854,049$108,0260.02%
461VANGUARD INDEX FDS GROWTH ETF922908736218$106,3510.02%
462NUVEEN MUN VALUE FD INC COMNU11,520$104,3710.02%
463PROSHARES TR S&P 500 DV ARIST74348A4671,000$104,0700.02%
464ISHARES TR INDEX DJ SEL DIV INX464287168716$101,0550.02%
465INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50IVZ1,679$99,5130.02%
466AIR PRODS & CHEMS INC COMAIIR400$98,8080.02%
467INGERSOLL RAND INC COMIR1,243$98,4680.02%
468FIDELITY NATIONAL FINANCIAL COM SHSFNF1,801$98,3160.02%
469VANGUARD SCOTTSDALE FDS MORTG-BACK SEC92206C7712,087$98,2340.02%
470PAYCHEX INC COMPAYX853$95,6860.02%
471ISHARES TR INDEX BARCLY USAGG B464287226955$95,3850.02%
472GRAINGER W.W. INC38480210493$93,8400.02%
473INVESCO EXCHANGE TRADED FD TRAFI US 1000 ETFIVZ2,000$93,8200.02%
474BP AMOCO PLC ADS (UK)BPPFF2,666$92,5630.02%
475SPDR SERIES TRUST S&P DIVID ETF78464A763650$90,4540.02%
476ISHARES MBS ETF464288588947$90,1710.02%
477VANGUARD WHITEHALL INTL HIGHDIVIDEND YIELD ETF9219467941,000$90,0000.02%
478AFLAC INC COMAFL785$86,5600.02%
479SPDR SERIES TRUST STATE STREET SPD78464A5081,505$85,4990.02%
480GENERAL ELECTRIC CO COM NEW369604301272$83,7810.02%
481QNITY ELECTRONICS INC COMQ1,025$83,6890.02%
482WILLIAMS COS INC COM9694571001,375$82,6500.02%
483DUPONT DE NEMOURS INC (NEW)DD2,052$82,4900.02%
484BANK OF AMERICA CORP COM0605051041,495$82,2250.02%
485ISHARES TR CORE 1 5 YR USD46432F8591,670$81,4120.02%
486US BANCORP DEL COM NEWUSB-PS1,492$79,6130.02%
487KIMBERLY - CLARK CORPKMB777$78,3900.02%
488SCHLUMBERGER LTDSLB2,032$77,9880.02%
489S & P GLOBAL INCSPGI149$77,8630.02%
490LOWES COMPANIES548661107319$76,9300.02%
491UNITEDHEALTH GROUP INCUNH232$76,5800.02%
492ISHARES TR MSCI VAL IDX4642888771,066$76,1120.02%
493O REILLY AUTOMOTIVE INC NEW COM67103H107811$73,9690.02%
494BECTON DICKINSON & COBDX379$73,5510.02%
495LINDE PLC COM EURO .001LIN165$70,3520.02%
496TESLA MTRS INC COMTSLA151$67,9040.01%
497TARGET CORPORATIONTGT689$67,3480.01%
498STARBUCKS CORP COMSBUX792$66,6930.01%
499SIMON PPTY GROUP INC NEW COM828806109351$64,9710.01%
500VANGUARD BD INDEX FD INC INTERMED TERM921937819820$63,8590.01%