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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

Bruce G. Allen Investments, LLC

Quarter ended Q1 2024 · Filed April 10, 2024 · Accession 0002005409-24-000002

Total Value
$121.6M
Positions
961
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES MSCI EAFE VALUE ETF464288877302,583$16.5M13.67%
2VANGUARD VALUE ETF92290874468,365$11.1M9.24%
3SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF808524755223,021$7.9M6.59%
4SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF808524771115,105$7.8M6.44%
5SCHWAB US DIVIDEND EQUITY ETF80852479789,953$7.3M6.02%
6VANGUARD MID-CAP VALUE ETF92290851225,769$4.0M3.34%
7SPROTT PHYSICAL GOLD TR UNITSII212,576$3.7M3.05%
8IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETNVXZ78,390$2.4M2.02%
9VANGUARD RUSSELL 1000 VALUE ETF92206C71420,694$1.6M1.35%
10APPLE INC COMAAPL9,284$1.6M1.32%
11PIMCO RAFI ESG U.S. ETF72201T34242,561$1.5M1.26%
12ISHARES RUSSELL 1000 VALUE ETF4642875988,426$1.5M1.25%
13VANGUARD FTSE EMERGING MARKETS ETF92204285830,900$1.3M1.07%
14SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETF80852473044,652$1.2M1.03%
15SPDR S&P 500 ETF TRUSTSPY2,339$1.2M1.02%
16ISHARES 20 YEAR TREASURY BOND ETF46428743210,270$971,7540.81%
17PROCTER AND GAMBLE CO COM7427181095,870$952,4080.79%
18ISHARES CORE MSCI EMERGING MARKETS ETF46434G10318,126$935,3020.78%
19WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT13,993$912,5130.76%
20NUVEEN TAXABLE MUNICPAL INM FD COMNU57,346$878,5360.73%
21GE AEROSPACE COM NEW3696043014,322$758,6410.63%
22MICROSOFT CORP COMMSFT1,794$754,7720.63%
23JPMORGAN CHASE & CO COMVYLD3,608$722,6820.60%
24ISHARES S&P SMALL-CAP 600 VALUE ETF4642878796,543$672,3730.56%
25BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,566$658,5340.55%
26ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF00326110432,492$642,3580.53%
27INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ45,210$627,0630.52%
28EXXON MOBIL CORP COMXOM5,387$626,1850.52%
29BROADCOM INC COMAVGO463$613,6650.51%
30VERIZON COMMUNICATIONS INC COMVZ13,773$577,9150.48%
31JOHNSON & JOHNSON COMJNJ3,630$574,2300.48%
32CHEVRON CORP NEW COMCVX3,364$530,6370.44%
33SHELL PLC SPON ADSRYDAF7,770$520,9010.43%
34MERCK & CO INC COMMRK3,924$517,7720.43%
35HOME DEPOT INC COMHD1,334$511,7220.42%
36ABBVIE INC COMABBV2,749$500,5930.42%
37ENERGY SELECT SECTOR SPDR FUND81369Y5065,222$492,9910.41%
38UNITEDHEALTH GROUP INC COMUNH938$464,0290.39%
39COLGATE PALMOLIVE CO COMCL4,993$449,6200.37%
40AT&T INC COMT-PC25,280$444,9280.37%
41ETRACS CMCI TOTAL RETURN ETN SERIES BUSML16,538$421,8080.35%
42COMCAST CORP NEW CL ACCZ9,372$406,2760.34%
43VANGUARD INTERMEDIATE-TERM BOND ETF9219378195,283$398,3060.33%
44COCA COLA CO COMKO6,454$394,8560.33%
45BANK AMERICA CORP COM06050510410,089$382,5750.32%
46CUMMINS INC COMCMI1,276$375,9730.31%
47SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF8085247635,976$340,7850.28%
48GSK PLC SPONSORED ADRGLAXF7,748$332,1570.28%
49UNION PAC CORP COMUNP1,309$321,8870.27%
50PEPSICO INC COMPEP1,808$316,4180.26%
51SANOFI SPONSORED ADRSNYNF6,347$308,4640.26%
52MCDONALDS CORP COMMCD1,092$307,8890.26%
53CAPITAL GROUP DIVIDEND VALUE ETF14020W1069,192$298,7400.25%
54WELLS FARGO CO NEW COM9497461015,105$295,8860.25%
55ISHARES RUSSELL MIDCAP ETF4642874993,439$289,1760.24%
56ELI LILLY & CO COMLLY360$280,0660.23%
57BLACKROCK INC COMBLK327$272,6200.23%
58NOVARTIS AG SPONSORED ADRNVSEF2,816$272,3920.23%
59SPDR GOLD SHARESGLD1,309$269,2870.22%
60LINDE PLC SHSLIN575$266,9840.22%
61BANK NEW YORK MELLON CORP COM0640581004,385$252,6640.21%
62CISCO SYS INC COMCSCO5,059$252,4950.21%
63ABBOTT LABS COMABLZF2,208$250,9610.21%
64VANGUARD DIVIDEND APPRECIATION ETF9219088441,368$249,8160.21%
65STARBUCKS CORP COMSBUX2,683$245,1990.20%
66INTEL CORP COMINTC5,376$237,4580.20%
67BANCO SANTANDER S.A. ADRBCDRF47,605$230,4080.19%
68NEXTERA ENERGY INC COMNEE-PW3,511$224,3880.19%
69BP PLC SPONSORED ADRBPPFF5,953$224,3090.19%
70VISA INC COM CL AV796$222,1480.18%
71GENERAL DYNAMICS CORP COMGD777$219,4950.18%
72MORGAN STANLEY COM NEWMS-PQ2,222$209,2240.17%
73HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF5,587$208,0040.17%
74CONOCOPHILLIPS COMCOP1,622$206,4480.17%
75HONEYWELL INTL INC COM438516106972$199,5030.17%
76INTERNATIONAL BUSINESS MACHS COMINTR1,018$194,3970.16%
77UNITED PARCEL SERVICE INC CL BUPS1,305$193,9620.16%
78SCHWAB CHARLES CORP COMSCHW-PJ2,676$193,5820.16%
79US BANCORP DEL COM NEWUSB-PS4,325$193,3280.16%
80PFIZER INC COMPFE6,942$192,6410.16%
81BRISTOL-MYERS SQUIBB CO COMCELG-RI3,485$188,9920.16%
82NORTHROP GRUMMAN CORP COMNOC391$187,1560.16%
83TJX COS INC NEW COM8725401091,844$187,0180.16%
84AMGEN INC COMAMGN655$186,2300.15%
85WALMART INC COMWMT3,058$184,0000.15%
86ACCENTURE PLC IRELAND SHS CLASS AACN525$181,9700.15%
87ISHARES 0-3 MONTH TREASURY BOND ETF46436E7181,758$177,0480.15%
88CHUBB LIMITED COMCB682$176,7270.15%
89PNC FINL SVCS GROUP INC COM6934751051,092$176,4670.15%
90INTERCONTINENTAL EXCHANGE INC COM45866F1041,237$170,0010.14%
91RAYMOND JAMES FINL INC COM7547301091,270$163,0930.14%
92MEDTRONIC PLC SHSMDT1,851$161,3150.13%
93LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF61,412$159,0570.13%
94UNILEVER PLC SPON ADR NEWUNLYF3,157$158,4500.13%
95GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC1,742$158,3650.13%
96SUN LIFE FINANCIAL INC. COMSUNFF2,899$158,2270.13%
97CVS HEALTH CORP COMCVS1,975$157,4890.13%
98HERSHEY CO COMHSY809$157,3510.13%
99MONDELEZ INTL INC CL A6092071052,236$156,5200.13%
100TOTALENERGIES SE SPONSORED ADSTTE2,253$155,0740.13%
101AMERICAN EXPRESS CO COMAXP661$150,5030.12%
102TEGNA INC COM87901J10510,002$149,4300.12%
103EATON CORP PLC SHSETN474$148,2100.12%
104APPLIED MATLS INC COM038222105718$148,0730.12%
105PROGRESSIVE CORP COM743315103711$147,0490.12%
106TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF10,565$146,7480.12%
107MARSH & MCLENNAN COS INC COM571748102706$145,4220.12%
108S&P GLOBAL INC COMSPGI332$141,2490.12%
109RTX CORPORATION COMRTX1,441$140,5410.12%
110PHILIP MORRIS INTL INC COM7181721091,531$140,2700.12%
111THE CIGNA GROUP COM125523100386$140,1910.12%
112PARKER-HANNIFIN CORP COMPH250$138,9480.12%
113TRUIST FINL CORP COM89832Q1093,549$138,3400.11%
114SONY GROUP CORP SPONSORED ADRSNEJF1,612$138,2130.11%
115ELEVANCE HEALTH INC COMELV266$137,9320.11%
116CSX CORP COMCSX3,719$137,8630.11%
117TRAVELERS COMPANIES INC COMTRV587$135,0920.11%
118SCHWAB U.S. LARGE-CAP VALUE ETF8085244091,759$133,6660.11%
119LOWES COS INC COM548661107522$132,9690.11%
120CME GROUP INC COMCME615$132,4030.11%
121CATERPILLAR INC COMCAT360$131,9150.11%
122D R HORTON INC COM23331A109793$130,4880.11%
123TARGET CORP COMTGT735$130,2490.11%
124TEXAS INSTRS INC COM882508104745$129,7860.11%
125DISNEY WALT CO COM2546871061,051$128,6000.11%
126PPG INDS INC COM693506107883$127,9470.11%
127ING GROEP N.V. SPONSORED ADRINGVF7,732$127,5010.11%
128UBS GROUP AG SHSUBS4,065$124,8770.10%
129THERMO FISHER SCIENTIFIC INC COMTMO214$124,3790.10%
130TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100913$124,2140.10%
131KONINKLIJKE PHILIPS N V NY REGIS SHS NEWRYLPF6,209$124,1800.10%
132MICROCHIP TECHNOLOGY INC. COMMCHPP1,382$123,9790.10%
133SYNOPSYS INC COMSNPS215$122,8730.10%
134ANALOG DEVICES INC COMADI610$120,6520.10%
135DIMENSIONAL EMERGING MARKETS VALUE ETF25434V7404,605$119,5430.10%
136TOYOTA MOTOR CORP ADSTOYOF460$115,7730.10%
137LOCKHEED MARTIN CORP COMLMT252$114,6270.10%
138SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF8085246724,714$114,3580.09%
139WPP PLC NEW ADRWPPGF2,407$114,0920.09%
140ISHARES GOLD TRUSTIAU2,709$113,8050.09%
141ALPHABET INC CAP STK CL AGOOG753$113,6500.09%
142GILEAD SCIENCES INC COMGILD1,541$112,8780.09%
143INGREDION INC COMINGR949$110,8910.09%
144DOLLAR GEN CORP NEW COM256677105707$110,3340.09%
145DANAHER CORPORATION COM235851102436$108,8780.09%
146KENVUE INC COMKVUE5,015$107,6220.09%
147FIDELITY NATL INFORMATION SVCS COM31620M1061,443$107,0420.09%
148META PLATFORMS INC CL AMETA220$106,8280.09%
149HARTFORD FINL SVCS GROUP INC COMHIG-PG1,035$106,6570.09%
150DOLLAR TREE INC COMDLTR784$104,3900.09%
151DOVER CORP COMDOV584$103,4790.09%
152AGILENT TECHNOLOGIES INC COMA703$102,2940.08%
153VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,028$101,7230.08%
154STRYKER CORPORATION COMSYK283$101,2770.08%
155DARDEN RESTAURANTS INC COMDRI605$101,1260.08%
156WILLIAMS COS INC COM9694571002,582$100,6210.08%
157COSTCO WHSL CORP NEW COM22160K105135$98,9050.08%
158ON SEMICONDUCTOR CORP COMON1,336$98,2630.08%
159NXP SEMICONDUCTORS N V COMNXPI393$97,3740.08%
160EOG RES INC COMEOG757$96,7750.08%
161AMERICAN TOWER CORP NEW COM03027X100484$95,6340.08%
162CMS ENERGY CORP COMCMS-PC1,582$95,4580.08%
163NORFOLK SOUTHN CORP COM655844108367$93,5370.08%
164ISHARES U.S. PHARMACEUTICALS ETF4642888361,374$93,2560.08%
165ROYAL CARIBBEAN GROUP COMV7780T103667$92,7200.08%
166QUALCOMM INC COMQCOM541$91,5910.08%
167CAPITAL ONE FINL CORP COM14040H105609$90,6740.08%
168VANGUARD SMALL CAP VALUE ETF922908611464$89,1210.07%
169PROLOGIS INC. COMPLDGP676$88,0290.07%
170SAP SE SPON ADRSAPGF444$86,5930.07%
171BROADRIDGE FINL SOLUTIONS INC COM11133T103418$85,6310.07%
172CHARLES RIV LABS INTL INC COM159864107315$85,3490.07%
173ZOETIS INC CL AZTS503$85,1130.07%
174AIR PRODS & CHEMS INC COMAIIR351$85,0370.07%
175BHP GROUP LTD SPONSORED ADSBHPLF1,466$84,5740.07%
176CLOROX CO DEL COMCLX544$83,2920.07%
177GOLDMAN SACHS GROUP INC COMGSCE199$83,1200.07%
178ORACLE CORP COMORCL-PD660$82,9030.07%
179CONSTELLATION ENERGY CORP COMCEG441$81,5190.07%
180ONEOK INC NEW COMOKE1,003$80,4110.07%
181SYSCO CORP COMSYY987$80,1250.07%
182REINSURANCE GRP OF AMERICA INC COM NEW759351604414$79,8520.07%
183METLIFE INC COMMET-PF1,073$79,5200.07%
184FLEX LTD ORDFLEX2,633$75,3300.06%
185FEDEX CORP COMFDX253$73,3040.06%
186KKR & CO INC COMKKRT723$72,7190.06%
187AMERICAN INTL GROUP INC COM NEW026874784928$72,5420.06%
188MASTERCARD INCORPORATED CL AMA149$71,7540.06%
189GLOBE LIFE INC COMGL-PD605$70,4040.06%
190MICRON TECHNOLOGY INC COMMU591$69,6730.06%
191PAYPAL HLDGS INC COMPYPL1,039$69,6030.06%
192FACTSET RESH SYS INC COM303075105153$69,5220.06%
193DUPONT DE NEMOURS INC COMDD897$68,7730.06%
194EMBRAER S.A. SPONSORED ADSEMBJ2,543$67,7460.06%
195BECTON DICKINSON & CO COMBDX271$67,0590.06%
196CITIGROUP INC COM NEWC-PR1,056$66,7810.06%
197FISERV INC COMFISV417$66,6450.06%
198VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF921946810813$66,3070.06%
199GENERAL MTRS CO COM37045V1001,455$65,9840.05%
200COTERRA ENERGY INC COMCTRA2,337$65,1560.05%
201EQUINIX INC COMEQIX78$64,3760.05%
202ASML HOLDING N V N Y REGISTRY SHSASMLF66$64,0510.05%
203VANGUARD S&P MID-CAP 400 VALUE ETF921932844695$63,1060.05%
204ALEXANDRIA REAL ESTATE EQ INC COM015271109485$62,5210.05%
205BOSTON PROPERTIES INC COMBXP955$62,3710.05%
206DEERE & CO COMDE151$62,0220.05%
207HSBC HLDGS PLC SPON ADR NEWHBCYF1,563$61,5200.05%
208AUTOMATIC DATA PROCESSING INC COMADP245$61,1860.05%
209DUKE ENERGY CORP NEW COM NEWDUKB621$60,0570.05%
210SEMPRA COMSREA831$59,6910.05%
211LABORATORY CORP AMER HLDGS COM NEW50540R409273$59,6400.05%
212GLOBAL PMTS INC COM37940X102441$58,9440.05%
213STIFEL FINL CORP COM860630102750$58,6280.05%
214NATIONAL GRID PLC SPONSORED ADR NENMPWP859$58,6010.05%
215BARRICK GOLD CORP COM0679011083,504$58,3070.05%
216SNAP ON INC COMSNA196$58,0590.05%
217NUTRIEN LTD COMNTR1,056$57,3510.05%
218LAM RESEARCH CORP COMLRCX59$57,3230.05%
219BLACKSTONE INC COMBX435$57,1460.05%
220CONAGRA BRANDS INC COMCAG1,921$56,9380.05%
221HUNTINGTON INGALLS INDS INC COM446413106193$56,2540.05%
222SOUTHERN CO COMSOMN779$55,8850.05%
223MARATHON PETE CORP COMMARA275$55,4130.05%
224BATH & BODY WORKS INC COMBBWI1,087$54,3720.05%
225VANGUARD S&P SMALL-CAP 600 VALUE ETF921932778613$54,1580.04%
226VORNADO RLTY TR SH BEN INT9290421091,878$54,0300.04%
227MASCO CORP COMMAS681$53,7170.04%
228CBRE GROUP INC CL ACBRE552$53,6760.04%
229CARDINAL HEALTH INC COMCAH479$53,6000.04%
230TORONTO DOMINION BK ONT COM NEWTORO870$52,5310.04%
231REAVES UTIL INCOME FD COM SH BEN INT7561581011,948$52,5290.04%
232EMERSON ELEC CO COMEMR463$52,5130.04%
233JONES LANG LASALLE INC COMJLL267$52,0890.04%
234PACCAR INC COMPCAR417$51,6620.04%
235ALBEMARLE CORP COMALB-PA391$51,5100.04%
236ATMOS ENERGY CORP COMATO431$51,2330.04%
237DOMINION ENERGY INC COMD1,039$51,1080.04%
238COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH687$50,3500.04%
239POPULAR INC COM NEWBPOPM568$50,0350.04%
240AXIS CAP HLDGS LTD SHSG0692U109768$49,9350.04%
241EXPEDIA GROUP INC COM NEWEXPE362$49,8660.04%
242HESS CORP COMHESM325$49,6080.04%
243NOV INC COMNOV2,538$49,5420.04%
244ALLSTATE CORP COMALL-PJ286$49,4810.04%
245L3HARRIS TECHNOLOGIES INC COMLHX230$49,0130.04%
246ASTRAZENECA PLC SPONSORED ADRAZN722$48,9160.04%
247SPDR S&P MIDCAP 400 ETF TRUSTMDY87$48,5900.04%
248RENAISSANCERE HLDGS LTD COMRNR-PG206$48,4160.04%
249EXPEDITORS INTL WASH INC COM302130109398$48,3850.04%
250WISDOMTREE FLOATING RATE TREASURY FUNDWT959$48,2060.04%
251CELANESE CORP DEL COMCE275$47,2620.04%
252ABRDN BLOOMBERG ALL COMMODITY LONGER DATED STRATEGY K-1 FREE ETF0032612031,486$46,8870.04%
253SCOTTS MIRACLE-GRO CO CL ASMG627$46,7680.04%
254REPUBLIC SVCS INC COM760759100242$46,3280.04%
255WP CAREY INC COM92936U109806$45,4910.04%
256PHILLIPS 66 COMPSX277$45,2450.04%
257BAXTER INTL INC COM0718131091,048$44,7920.04%
258CROWN CASTLE INC COMCCI423$44,7660.04%
259EASTMAN CHEM CO COMEMN446$44,6980.04%
260WEBSTER FINL CORP COM947890109880$44,6780.04%
261WEC ENERGY GROUP INC COMWEC543$44,5910.04%
262GALLAGHER ARTHUR J & CO COM363576109178$44,5070.04%
263GATX CORP COMGATX332$44,4980.04%
264SUNCOR ENERGY INC NEW COMSU1,199$44,2550.04%
265AGNC INVT CORP COM00123Q1044,416$43,7180.04%
266ICICI BANK LIMITED ADRIBN1,631$43,0750.04%
267MOTOROLA SOLUTIONS INC COM NEWMSI121$42,9530.04%
268AGNICO EAGLE MINES LTD COMAEM713$42,5300.04%
269AKAMAI TECHNOLOGIES INC COMAKAM391$42,5250.04%
270CENCORA INC COMCOR175$42,5230.04%
271LKQ CORP COMLKQ796$42,5140.04%
272PUBLIC SVC ENTERPRISE GRP INC COM744573106631$42,1380.03%
273JOHNSON CTLS INTL PLC SHSG51502105643$42,0010.03%
274HUMANA INC COMHUM121$41,9530.03%
275ESSEX PPTY TR INC COM297178105171$41,8630.03%
276PIONEER NAT RES CO COM723787107159$41,7380.03%
277CF INDS HLDGS INC COM125269100501$41,6880.03%
278AVNET INC COMAVT839$41,5980.03%
279PPL CORP COMPPLC1,508$41,5150.03%
280PRUDENTIAL FINL INC COMPUKPF352$41,3250.03%
281RELX PLC SPONSORED ADRRLXXF950$41,1260.03%
282AMAZON COM INC COMAMZN227$40,9460.03%
283SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M2093,440$40,4890.03%
284EXTRA SPACE STORAGE INC COMEXR274$40,2780.03%
285DOW INC COMDOW684$39,6240.03%
286GENUINE PARTS CO COMGPC254$39,3520.03%
287RIO TINTO PLC SPONSORED ADRRTNTF612$39,0090.03%
288YUM BRANDS INC COMYUM280$38,8220.03%
289NOMURA HLDGS INC SPONSORED ADRNRSCF5,839$37,4860.03%
290NORTHERN TR CORP COMNTRSO421$37,4350.03%
291NEXTRACKER INC CLASS A COMNXT664$37,3630.03%
292CORTEVA INC COMCTVA638$36,7930.03%
293AON PLC SHS CL AAON110$36,7090.03%
294LENNAR CORP CL ALEN-B212$36,4600.03%
295ISHARES ESG AWARE MSCI EAFE ETF46435G516455$36,3590.03%
296XCEL ENERGY INC COMXELLL667$35,8510.03%
297REGENERON PHARMACEUTICALS COMREGN37$35,6120.03%
298SIMON PPTY GROUP INC NEW COM828806109225$35,2100.03%
299KEURIG DR PEPPER INC COMKDP1,147$35,1780.03%
300DISCOVER FINL SVCS COM254709108268$35,1320.03%
301KIMBERLY-CLARK CORP COMKMB271$35,0540.03%
302CARRIER GLOBAL CORPORATION COMCARR596$34,6450.03%
303CANADIAN NAT RES LTD COM136385101453$34,5730.03%
304BORGWARNER INC COMBWA986$34,2540.03%
305BAKER HUGHES COMPANY CL ABKR1,008$33,7680.03%
306PINNACLE FINL PARTNERS INC COM72346Q104388$33,3210.03%
307DIGITAL RLTY TR INC COM253868103231$33,2730.03%
308ITAU UNIBANCO HLDG S A SPON ADR REP PFD4655621064,783$33,1460.03%
309BOSTON SCIENTIFIC CORP COMBSX482$33,0120.03%
310ILLINOIS TOOL WKS INC COM452308109123$33,0050.03%
311ALTRIA GROUP INC COMMO747$32,5840.03%
312MURPHY OIL CORP COMMUR712$32,5380.03%
313VALERO ENERGY CORP COMVLO189$32,2600.03%
314WELLTOWER INC COMWELL343$32,0500.03%
315NOVO-NORDISK A S ADRNONOF249$31,9720.03%
316FORD MTR CO DEL COM3453708602,395$31,8060.03%
317CHECK POINT SOFTWARE TECH LTD ORDM22465104193$31,6540.03%
318POSCO HOLDINGS INC SPONSORED ADRPKX403$31,6030.03%
319CORNING INC COMGLW958$31,5760.03%
320CONSOLIDATED EDISON INC COMED342$31,0570.03%
321STELLANTIS N.V SHSSTLA1,097$31,0450.03%
322KEYCORP COM4932671081,952$30,8610.03%
323SEALED AIR CORP NEW COMSE829$30,8390.03%
324SONOCO PRODS CO COM835495102532$30,7710.03%
325AFLAC INC COMAFL358$30,7380.03%
326BANK NOVA SCOTIA HALIFAX COM064149107585$30,2910.03%
327XYLEM INC COMXYL233$30,1130.03%
328FREEPORT-MCMORAN INC CL BFCX637$29,9520.02%
329REALTY INCOME CORP COMO552$29,8630.02%
330HCA HEALTHCARE INC COMHCA89$29,6840.02%
331STATE STR CORP COMSTT-PG379$29,3040.02%
332AMETEK INC COMAME160$29,2640.02%
333CANADIAN IMPERIAL BK COMM TORO COMCNDIF573$29,0630.02%
334MANULIFE FINL CORP COM56501R1061,156$28,8880.02%
335ISHARES CORE S&P SMALL CAP ETF464287804260$28,7090.02%
336EQUITY RESIDENTIAL SH BEN INTEQR454$28,6520.02%
337GENERAL MLS INC COM370334104407$28,4780.02%
338FRESENIUS MEDICAL CARE AG SPONSORED ADRFMCQF1,454$28,0330.02%
339MIZUHO FINANCIAL GROUP INC SPONSORED ADRMZHOF7,010$27,9000.02%
340MARVELL TECHNOLOGY INC COMMRVL391$27,7140.02%
341BOEING CO COMBA-PA143$27,5980.02%
342SCHNEIDER NATIONAL INC CL BSNDR1,210$27,3940.02%
343ROYAL BK CDA COM780087102271$27,3380.02%
344BERKLEY W R CORP COMWRB-PH308$27,2400.02%
345TE CONNECTIVITY LTD SHSTEL187$27,1600.02%
346ORIX CORP SPONSORED ADRORXCF242$26,6680.02%
347EDISON INTL COM281020107372$26,3120.02%
348CONSTELLATION BRANDS INC CL ASTZ95$25,8170.02%
349CENTENE CORP DEL COMCNC326$25,5840.02%
350KROGER CO COMKR446$25,4800.02%
351SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE273$25,4030.02%
352BANK MONTREAL QUE COM063671101259$25,2990.02%
353UNITED RENTALS INC COMURI35$25,2390.02%
354ROCKWELL AUTOMATION INC COMROK83$24,1800.02%
355RYANAIR HOLDINGS PLC SPONSORED ADSRYAOF166$24,1680.02%
356WESTERN DIGITAL CORP. COMWDC353$24,0890.02%
357HOLOGIC INC COMHOLX308$24,0120.02%
358INTERNATIONAL PAPER CO COM460146103599$23,3730.02%
359FIFTH THIRD BANCORP COMFITBM627$23,3310.02%
360TELEDYNE TECHNOLOGIES INC COMTDY54$23,1830.02%
361FORTIVE CORP COMFTV266$22,8810.02%
362ENBRIDGE INC COMENNPF627$22,6850.02%
363TECK RESOURCES LTD CL BTCKRF495$22,6610.02%
364TRANE TECHNOLOGIES PLC SHSTT75$22,5150.02%
365PUBLIC STORAGE COMPSA-PS77$22,3350.02%
366AMPHENOL CORP NEW CL A032095101193$22,2630.02%
367OWENS CORNING NEW COMOC128$21,3500.02%
368KINROSS GOLD CORP COMKGCRF3,460$21,2100.02%
369SCHWAB U.S. LARGE-CAP ETF808524201341$21,1670.02%
370BAIDU INC SPON ADR REP ABAIDF201$21,1610.02%
371BEST BUY INC COMBBY257$21,0820.02%
372VANGUARD FTSE EUROPE ETF922042874310$20,8550.02%
373NUCOR CORP COMNUE105$20,7800.02%
374VENTAS INC COMVTR476$20,7250.02%
375SALESFORCE INC COMCRM68$20,4800.02%
376MCKESSON CORP COMMCK38$20,4000.02%
377WASTE MGMT INC DEL COM94106L10995$20,2490.02%
378AMERICAN ELEC PWR CO INC COM025537101234$20,1470.02%
379FASTENAL CO COMFAST261$20,1340.02%
380EXELON CORP COMEXC535$20,1000.02%
381AMERICAN WTR WKS CO INC NEW COM030420103163$19,9200.02%
382OSISKO DEVELOPMENT CORP COM NEWOSDVF9,333$19,8790.02%
383MARKEL GROUP INC COMMKL13$19,7790.02%
384REGIONS FINANCIAL CORP NEW COMRF-PF933$19,6300.02%
385KRAFT HEINZ CO COMKHC523$19,2990.02%
386PRINCIPAL FINANCIAL GROUP INC COMPFG221$19,0750.02%
387PG&E CORP COMPCG-PX1,138$19,0730.02%
388EVERGY INC COMEVRG356$19,0030.02%
389ALPHABET INC CAP STK CL CGOOG124$18,8800.02%
390OMNICOM GROUP INC COMOMC193$18,6750.02%
391WEYERHAEUSER CO MTN BE COM NEWWY518$18,6010.02%
392TC ENERGY CORP COMTRPRF462$18,5720.02%
393GARMIN LTD SHSGRMN124$18,4600.02%
394HUNTINGTON BANCSHARES INC COMHBANP1,304$18,1910.02%
395AVALONBAY CMNTYS INC COMAWX98$18,1850.02%
396ECOLAB INC COMECL78$18,0100.01%
3973M CO COMMMM168$17,8200.01%
398HEALTHPEAK PROPERTIES INC COMDOC907$17,0060.01%
399CBOE GLOBAL MKTS INC COM12503M10891$16,7190.01%
400QUEST DIAGNOSTICS INC COMDGX125$16,6390.01%
401LYONDELLBASELL INDUSTRIES N V SHS - A -LYB161$16,4670.01%
402ROYALTY PHARMA PLC SHS CLASS ARPRX541$16,4300.01%
403QORVO INC COMQRVO143$16,4210.01%
404CENTERPOINT ENERGY INC COMCNP576$16,4100.01%
405NETFLIX INC COMNFLX27$16,3980.01%
406EVERSOURCE ENERGY COMES266$15,8990.01%
407BARCLAYS PLC ADRBCLYF1,681$15,8850.01%
408ZIMMER BIOMET HOLDINGS INC COMZBH120$15,8380.01%
409KINDER MORGAN INC DEL COMEP-PC859$15,7540.01%
410ROPER TECHNOLOGIES INC COMROP28$15,7040.01%
411BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF1,324$15,6760.01%
412BIO RAD LABS INC CL A09057220744$15,2180.01%
413PEARSON PLC SPONSORED ADRPSORF1,118$14,7130.01%
414T-MOBILE US INC COMTMUSZ89$14,5270.01%
415SCHWAB EMERGING MARKETS EQUITY ETF808524706571$14,4180.01%
416SOUTHWEST AIRLS CO COM844741108492$14,3610.01%
417BRITISH AMERN TOB PLC SPONSORED ADR110448107470$14,3350.01%
418ARCH CAP GROUP LTD ORDG0450A105155$14,3280.01%
419DIAMONDBACK ENERGY INC COMFANG71$14,0700.01%
420MAGNA INTL INC COM559222401256$13,9470.01%
421ESSENTIAL UTILS INC COM29670G102374$13,8570.01%
422M & T BK CORP COM55261F10495$13,8170.01%
423ROSS STORES INC COMROST94$13,7950.01%
424INTERACTIVE BROKERS GROUP INC COM CL A45841N107122$13,6290.01%
425ENI S P A SPONSORED ADR26874R108428$13,5760.01%
426INGERSOLL RAND INC COMIR142$13,4830.01%
427ICON PLC SHSICLR40$13,4380.01%
428ELECTRONIC ARTS INC COMEA101$13,4000.01%
429MOLSON COORS BEVERAGE CO CL BTAP-A194$13,0470.01%
430PRICE T ROWE GROUP INC COMTROW107$13,0450.01%
431PAYCHEX INC COMPAYX106$13,0170.01%
432NIKE INC CL BNKE138$12,9690.01%
433IDEX CORP COM45167R10453$12,9330.01%
434WILLIS TOWERS WATSON PLC LTD SHSWTW47$12,9250.01%
435MCCORMICK & CO INC COM NON VTGMKC-V168$12,9040.01%
436STERIS PLC SHS USDSTE57$12,8150.01%
437NUVEEN ESG MID-CAP VALUE ETFNU370$12,6540.01%
438DEVON ENERGY CORP NEW COM25179M103252$12,6450.01%
439BUNGE GLOBAL SA COM SHSBG123$12,6100.01%
440VANGUARD TOTAL WORLD STOCK ETF922042742113$12,5340.01%
441HP INC COMHPQ414$12,5110.01%
442SABRE CORP COMSABR5,143$12,4460.01%
443OREILLY AUTOMOTIVE INC COM67103H10711$12,4180.01%
444PACKAGING CORP AMER COM69515610965$12,3360.01%
445ANNALY CAPITAL MANAGEMENT INC COM NEWNLY-PJ620$12,2080.01%
446INTERPUBLIC GROUP COS INC COMINTR371$12,1060.01%
447DELL TECHNOLOGIES INC CL CDELL105$11,9820.01%
448REVVITY INC COMRVTY114$11,9700.01%
449ENTERGY CORP NEW COMENO113$11,9420.01%
450NISOURCE INC COMNI430$11,8940.01%
451HALLIBURTON CO COMHAL299$11,7870.01%
452JUNIPER NETWORKS INC COM48203R104318$11,7850.01%
453NASDAQ INC COMNDAQ182$11,4840.01%
454ADVANCED MICRO DEVICES INC COMAMD63$11,3710.01%
455EQUINOR ASA SPONSORED ADRSTOHF416$11,2440.01%
456COCA-COLA EUROPACIFIC PARTNERS SHSCCEP159$11,1220.01%
457MARTIN MARIETTA MATLS INC COM57328410618$11,0510.01%
458AMERIPRISE FINL INC COM03076C10625$10,9610.01%
459COINBASE GLOBAL INC COM CL ACOIN41$10,8700.01%
460STANLEY BLACK & DECKER INC COMSWK111$10,8700.01%
461SIRIUS XM HOLDINGS INC COMSIRI2,790$10,8250.01%
462BALL CORP COMBALL158$10,6430.01%
463SCHLUMBERGER LTD COM STKSLB192$10,5240.01%
464TEXTRON INC COMTXT109$10,4560.01%
465ANSYS INC COM03662Q10530$10,4150.01%
466OKTA INC CL AOKTA99$10,3570.01%
467TELEFONICA S A SPONSORED ADRTELFY2,312$10,1960.01%
468AVANTOR INC COMAVTR398$10,1770.01%
469LEAR CORP COM NEWLEA70$10,1420.01%
470FRANKLIN RESOURCES INC COMBEN360$10,1200.01%
471OVINTIV INC COMOVV193$10,0170.01%
472HARLEY DAVIDSON INC COMHOG229$10,0160.01%
473AMEREN CORP COMAEE135$9,9850.01%
474POTLATCHDELTIC CORPORATION COM737630103212$9,9680.01%
475CAMPBELL SOUP CO COMCPB223$9,9120.01%
476SMUCKER J M CO COM NEW83269640578$9,8180.01%
477INTUIT COMINTU15$9,7500.01%
478VIATRIS INC COMVTRS816$9,7430.01%
479COOPER COS INC COM21664850196$9,7400.01%
480DAKOTA GOLD CORP COMDC4,025$9,5390.01%
481ASSURANT INC COMAIZN50$9,4120.01%
482FIRSTENERGY CORP COMFE243$9,3850.01%
483APA CORPORATION COMAPA272$9,3510.01%
484CARLYLE GROUP INC COMCGABL199$9,3350.01%
485NORDSON CORP COMNDSN34$9,3340.01%
486DARLING INGREDIENTS INC COMDAR200$9,3020.01%
487BENTLEY SYS INC COM CL BBSY178$9,2950.01%
488POOL CORP COMPOOL23$9,2810.01%
489OTIS WORLDWIDE CORP COMOTIS93$9,2320.01%
490TERADYNE INC COMTER81$9,1390.01%
491GARTNER INC COMIT19$9,0570.01%
492VERISK ANALYTICS INC COMVRSK38$8,9580.01%
493MARATHON OIL CORP COMMARA312$8,8420.01%
494FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF166$8,8150.01%
495LENNOX INTL INC COM52610710718$8,7980.01%
496SHOPIFY INC CL ASHOP113$8,7200.01%
497HUBBELL INC COMHUBB21$8,7160.01%
498TRANSDIGM GROUP INC COMTDG7$8,6210.01%
499PEMBINA PIPELINE CORP COMPPLOF243$8,5880.01%
500DEUTSCHE BANK A G NAMEN AKTD18190898539$8,5000.01%