Filling information for FIRST HAWAIIAN BANK as Treemap, investor disclosed 857 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | Amount previous period | Change in % | |
---|---|---|---|---|---|---|---|---|
038222105 | 038222105 | APPLIED MATERIALS | COM | 2468146 | 20094 | 0 | 100 | |
316773100 | 316773100 | 5TH THIRD BANCORP | COM | 648950 | 24360 | 0 | 100 | |
831865209 | 831865209 | A O Smith Corp | COM | 557280 | 8059 | 0 | 100 | |
000957100 | 000957100 | ABM Industries Inc | COM | 574783 | 12790 | 0 | 100 | |
004498101 | 004498101 | ACI WORLDWIDE INC | COM | 370193 | 13721 | 0 | 100 | |
005098108 | 005098108 | ACUSHNET HOLDINGS | COM | 489992 | 9619 | 0 | 100 | |
G0084W101 | G0084W101 | ADIENT PLC COM | ORD SHS | 472637 | 11539 | 0 | 100 | |
000899104 | 000899104 | ADMA Biologics Inc | COM | 621529 | 187773 | 0 | 100 | |
007903107 | 007903107 | ADVANCED MICRO DEV | COM | 1575315 | 16073 | 0 | 100 | |
007924103 | 007924103 | AEGON NV | NY REGISTRY SHS | 627525 | 145936 | 0 | 100 | |
00130H105 | 00130H105 | AES CORP | COM | 1197475 | 49729 | 0 | 100 | |
001084102 | 001084102 | AGCO CORP | COM | 217131 | 1606 | 0 | 100 | |
00846U101 | 00846U101 | AGILENT TECHS INC | COM | 1749724 | 12648 | 0 | 100 | |
934550203 | 934550203 | AI Entertainment Holdings LLC | COM CL A | 1469114 | 44025 | 0 | 100 | |
00922RAB1 | 00922RAB1 | AIR TRANSPORT SERVICES G | NOTE 1.125%10/1 | 92914 | 98000 | 0 | 100 | |
009066AB7 | 009066AB7 | AIRBNB INC. | NOTE 3/1 | 118058 | 135000 | 0 | 100 | |
012653101 | 012653101 | ALBEMARLE CORP | COM | 1564521 | 7078 | 0 | 100 | |
02043Q107 | 02043Q107 | ALNYLAM PHARMACEUTICALS | COM | 805887 | 4023 | 0 | 100 | |
02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 10975671 | 105810 | 0 | 100 | |
02156BAF0 | 02156BAF0 | ALTERYX INC | NOTE 1.000% 8/0 | 85935 | 102000 | 0 | 100 | |
02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 1341456 | 30064 | 0 | 100 | |
025816109 | 025816109 | AMER EXPRESS CO | COM | 3593930 | 21788 | 0 | 100 | |
026874784 | 026874784 | AMER INTL GRP | COM NEW | 1563930 | 31055 | 0 | 100 | |
02376RAF9 | 02376RAF9 | AMERICAN AIRLINES GROUP | NOTE 6.500% 7/0 | 64708 | 56000 | 0 | 100 | |
031100100 | 031100100 | AMETEK Inc | COM | 1115407 | 7675 | 0 | 100 | |
001744101 | 001744101 | AMN HEALTHCARE SVS | COM | 458188 | 5523 | 0 | 100 | |
032654105 | 032654105 | ANALOG DEVICES INC | COM | 2340607 | 11868 | 0 | 100 | |
04010LAW3 | 04010LAW3 | ARES CAPITAL CORP | NOTE 4.625% 3/0 | 642389 | 638000 | 0 | 100 | |
040413106 | 040413106 | ARISTA NETWORKS INC | COM | 270423 | 1611 | 0 | 100 | |
04271TAB6 | 04271TAB6 | ARRAY TECHNOLOGIES INC | None | 126704 | 115000 | 0 | 100 | |
N07059210 | N07059210 | ASML HOLDING NV | N Y REGISTRY SHS | 989752 | 1454 | 0 | 100 | |
00206R102 | 00206R102 | AT&T INC | COM | 2155057 | 111951 | 0 | 100 | |
01741RAK8 | 01741RAK8 | ATI INC | NOTE 3.500% 6/1 | 137350 | 53000 | 0 | 100 | |
053015103 | 053015103 | AUTOMATIC DATA PROCESSING | COM | 1210884 | 5439 | 0 | 100 | |
053332102 | 053332102 | AUTOZONE INC | COM | 2841621 | 1156 | 0 | 100 | |
053611109 | 053611109 | AVERY DENNISON CORP | COM | 4603690 | 25729 | 0 | 100 | |
00287Y109 | 00287Y109 | AbbVie Inc | COM | 6350257 | 39846 | 0 | 100 | |
002824100 | 002824100 | Abbott Laboratories | COM | 2367864 | 23384 | 0 | 100 | |
G1151C101 | G1151C101 | Accenture PLC | SHS CLASS A | 1853192 | 6484 | 0 | 100 | |
00507V109 | 00507V109 | Activision Blizzard Inc | COM | 3501830 | 40914 | 0 | 100 | |
00724F101 | 00724F101 | Adobe Inc | COM | 6941285 | 18012 | 0 | 100 | |
00751Y106 | 00751Y106 | Advance Auto Parts Inc | COM | 650370 | 5348 | 0 | 100 | |
00790R104 | 00790R104 | Advanced Drainage Systems Inc | COM | 261893 | 3110 | 0 | 100 | |
001055102 | 001055102 | Aflac Inc | COM | 442929 | 6865 | 0 | 100 | |
009158106 | 009158106 | Air Products and Chemicals Inc | COM | 1763756 | 6141 | 0 | 100 | |
00971T101 | 00971T101 | Akamai Technologies Inc | COM | 1704591 | 21770 | 0 | 100 | |
014491104 | 014491104 | Alexander & Baldwin Investment | COM | 1866171 | 98687 | 0 | 100 | |
015271109 | 015271109 | Alexandria Real Estate Equitie | COM | 845347 | 6731 | 0 | 100 | |
016255101 | 016255101 | Align Technology Inc | COM | 702362 | 2102 | 0 | 100 | |
018802108 | 018802108 | Alliant Energy Corp | COM | 1006750 | 18853 | 0 | 100 | |
G6331P104 | G6331P104 | Alpha & Omega Semiconductor Lt | SHS | 294833 | 10940 | 0 | 100 | |
02079K107 | 02079K107 | Alphabet Inc | CAP STK CL C | 12887264 | 123916 | 0 | 100 | |
023135106 | 023135106 | Amazon.com Inc | COM | 10752076 | 104096 | 0 | 100 | |
02553E106 | 02553E106 | American Eagle Outfitters Inc | COM | 386978 | 28793 | 0 | 100 | |
025537101 | 025537101 | American Electric Power Co Inc | COM | 273698 | 3008 | 0 | 100 | |
025676206 | 025676206 | American Equity Investment Lif | COM | 409308 | 11217 | 0 | 100 | |
02665T306 | 02665T306 | American Homes 4 Rent | CL A | 397214 | 12630 | 0 | 100 | |
749527107 | 749527107 | American Industrial Partners | COM | 419974 | 35027 | 0 | 100 | |
03027X100 | 03027X100 | American Tower Corp | COM | 1885650 | 9228 | 0 | 100 | |
030506109 | 030506109 | American Woodmark Corp | COM | 433795 | 8331 | 0 | 100 | |
03064D108 | 03064D108 | Americold Realty Trust Inc | COM | 1354248 | 47601 | 0 | 100 | |
03076C106 | 03076C106 | Ameriprise Financial Inc | COM | 1539243 | 5022 | 0 | 100 | |
03073E105 | 03073E105 | AmerisourceBergen Corp | COM | 777494 | 4856 | 0 | 100 | |
031162100 | 031162100 | Amgen Inc | COM | 3772025 | 15603 | 0 | 100 | |
032095101 | 032095101 | Amphenol Corp | CL A | 3009911 | 36832 | 0 | 100 | |
03524A108 | 03524A108 | Anheuser-Busch InBev SA/NV | SPONSORED ADR | 2101528 | 31493 | 0 | 100 | |
G0403H108 | G0403H108 | Aon PLC | SHS CL A | 1633833 | 5182 | 0 | 100 | |
03783C100 | 03783C100 | Appfolio Inc | COM CL A | 434435 | 3490 | 0 | 100 | |
037833100 | 037833100 | Apple Inc | COM | 24922491 | 151137 | 0 | 100 | |
03990B101 | 03990B101 | Ares Management Corp | CL A COM STK | 412277 | 4941 | 0 | 100 | |
339750101 | 339750101 | Ares Management LLC | CL A | 1497855 | 15250 | 0 | 100 | |
G0464B107 | G0464B107 | Argo Group International Holdi | COM | 447434 | 15276 | 0 | 100 | |
04247X102 | 04247X102 | Armstrong World Industries Inc | COM | 375292 | 5268 | 0 | 100 | |
363576109 | 363576109 | Arthur J Gallagher & Co | COM | 3344290 | 17481 | 0 | 100 | |
043436104 | 043436104 | Asbury Automotive Group Inc | COM | 2301600 | 10960 | 0 | 100 | |
045487105 | 045487105 | Associated Banc-Corp | COM | 915524 | 50919 | 0 | 100 | |
046353108 | 046353108 | AstraZeneca PLC | SPONSORED ADR | 1021438 | 14716 | 0 | 100 | |
04911A107 | 04911A107 | Atlantic Union Bankshares Corp | COM | 382151 | 10903 | 0 | 100 | |
049560105 | 049560105 | Atmos Energy Corp | COM | 857532 | 7632 | 0 | 100 | |
052769106 | 052769106 | Autodesk Inc | COM | 2401125 | 11535 | 0 | 100 | |
05352A100 | 05352A100 | Avantor Inc | COM | 366335 | 17329 | 0 | 100 | |
053807103 | 053807103 | Avnet Inc | COM | 1712673 | 37891 | 0 | 100 | |
G0750C108 | G0750C108 | Axalta Coating Systems Ltd | COM | 747194 | 24668 | 0 | 100 | |
G0692U109 | G0692U109 | Axis Capital Holdings Ltd | SHS | 1090073 | 19994 | 0 | 100 | |
05580M108 | 05580M108 | B. RILEY FINANCIAL INC | COM | 318451 | 11217 | 0 | 100 | |
05722G100 | 05722G100 | BAKER HUGHES INC | CL A | 2252235 | 78040 | 0 | 100 | |
058498106 | 058498106 | BALL CORP | COM | 936980 | 17002 | 0 | 100 | |
060505682 | 060505682 | BANK OF AMERICA CORP | 7.25%CNV PFD L | 253404 | 217 | 0 | 100 | |
071813109 | 071813109 | BAXTER INTL INC | COM | 260760 | 6429 | 0 | 100 | |
075887109 | 075887109 | BECTON DICKINSON | COM | 868617 | 3509 | 0 | 100 | |
075887406 | 075887406 | BECTON DICKINSON & CO | 6% DP CONV PFD B | 209818 | 4220 | 0 | 100 | |
08265TAB5 | 08265TAB5 | BENTLEY SYSTEMS INC | NOTE 0.125% 1/1 | 164769 | 174000 | 0 | 100 | |
084670108 | 084670108 | BERKSHIRE HATHAWAY | CL A | 465600 | 1 | 0 | 100 | |
086516101 | 086516101 | BEST BUY CO INC | COM | 640875 | 8188 | 0 | 100 | |
088606108 | 088606108 | BHP BILLITON LTD | SPONSORED ADS | 219779 | 3466 | 0 | 100 | |
12504L109 | 12504L109 | CBRE Group Inc | CL A | 1782098 | 24476 | 0 | 100 | |
090040AB2 | 090040AB2 | BILIBILI INC | NOTE 1.375% 4/0 | 144329 | 121000 | 0 | 100 | |
090043AB6 | 090043AB6 | BILL HOLDINGS INC | NOTE 12/0 | 187473 | 205000 | 0 | 100 | |
09061GAH4 | 09061GAH4 | BIOMARIN PHARMACEUTICAL | NOTE 0.599% 8/0 | 350885 | 342000 | 0 | 100 | |
05550J101 | 05550J101 | BJ's Wholesale Club Holdings I | COM | 1125304 | 14793 | 0 | 100 | |
060505104 | 060505104 | BK OF AMERICA CORP | COM | 4955636 | 173274 | 0 | 100 | |
064058100 | 064058100 | BK OF NY MELLON CP | COM | 3147856 | 69275 | 0 | 100 | |
46434V803 | 46434V803 | BLACKROCK FUND ADVISORS | HDG MSCI EAFE | 766838 | 26021 | 0 | 100 | |
097023105 | 097023105 | BOEING CO | COM | 1156256 | 5443 | 0 | 100 | |
09857LAN8 | 09857LAN8 | BOOKING HOLDINGS INC | NOTE 0.750% 5/0 | 2590502 | 1730000 | 0 | 100 | |
101137206 | 101137206 | BOSTON SCIENTIFIC CORP | 5.50% CNV PFD A | 294127 | 2430 | 0 | 100 | |
10316TAB0 | 10316TAB0 | BOX INC | NOTE 1/1 | 126931 | 109000 | 0 | 100 | |
055622104 | 055622104 | BP PLC | SPONSORED ADR | 677836 | 17866 | 0 | 100 | |
10922N103 | 10922N103 | BRIGHTHOUSE FINANCIAL INC. | COM | 534481 | 12117 | 0 | 100 | |
110122108 | 110122108 | BRISTOL-MYRS SQUIB | COM | 4731725 | 68269 | 0 | 100 | |
11133T103 | 11133T103 | BROADRIDGE FIN SOL | COM | 3371257 | 23001 | 0 | 100 | |
122017AB2 | 122017AB2 | BURLINGTON STORES INC | NOTE 2.250% 4/1 | 238811 | 208000 | 0 | 100 | |
05605H100 | 05605H100 | BWX Technologies Inc | COM | 618738 | 9815 | 0 | 100 | |
056752108 | 056752108 | Baidu Inc | SPON ADR REP A | 206308 | 1367 | 0 | 100 | |
05969A105 | 05969A105 | Bancorp Inc/The | COM | 210630 | 7563 | 0 | 100 | |
062540109 | 062540109 | Bank of Hawaii Corp | COM | 4370137 | 83912 | 0 | 100 | |
G0772R208 | G0772R208 | Bank of NT Butterfield & Son L | SHS NEW | 895374 | 33162 | 0 | 100 | |
077454106 | 077454106 | Belden Inc | COM | 1219900 | 14059 | 0 | 100 | |
084670702 | 084670702 | Berkshire Hathaway Inc | CL B NEW | 12596272 | 40795 | 0 | 100 | |
08579W103 | 08579W103 | Berry Global Group Inc | COM | 230888 | 3920 | 0 | 100 | |
090572207 | 090572207 | Bio-Rad Laboratories Inc | CL A | 370761 | 774 | 0 | 100 | |
09061G101 | 09061G101 | BioMarin Pharmaceutical Inc | COM | 1507220 | 15500 | 0 | 100 | |
092113109 | 092113109 | Black Hills Corp | COM | 306918 | 4864 | 0 | 100 | |
46434V407 | 46434V407 | BlackRock Fund Advisors | 0-5YR HI YL CP | 1819249 | 43648 | 0 | 100 | |
46432F859 | 46432F859 | BlackRock Fund Advisors | CORE 1 5 YR USD | 3915280 | 83030 | 0 | 100 | |
46434G103 | 46434G103 | BlackRock Fund Advisors | CORE MSCI EMKT | 62664119 | 1284364 | 0 | 100 | |
46435G326 | 46435G326 | BlackRock Fund Advisors | CORE MSCI INTL | 556324 | 9200 | 0 | 100 | |
46432F834 | 46432F834 | BlackRock Fund Advisors | CORE MSCI TOTAL | 15950638 | 257476 | 0 | 100 | |
464287507 | 464287507 | BlackRock Fund Advisors | CORE S&P MCP ETF | 82623345 | 330282 | 0 | 100 | |
464287804 | 464287804 | BlackRock Fund Advisors | CORE S&P SCP ETF | 21049173 | 217675 | 0 | 100 | |
464287150 | 464287150 | BlackRock Fund Advisors | CORE S&P TTL STK | 10187328 | 112505 | 0 | 100 | |
464287663 | 464287663 | BlackRock Fund Advisors | CORE S&P US VLU | 13819658 | 187309 | 0 | 100 | |
464288521 | 464288521 | BlackRock Fund Advisors | CRE U S REIT ETF | 3095417 | 61417 | 0 | 100 | |
464288448 | 464288448 | BlackRock Fund Advisors | INTL SEL DIV ETF | 619735 | 22544 | 0 | 100 | |
464288612 | 464288612 | BlackRock Fund Advisors | INTRM GOV CR ETF | 8350945 | 79921 | 0 | 100 | |
464288646 | 464288646 | BlackRock Fund Advisors | ISHS 1-5YR INVS | 556900 | 11019 | 0 | 100 | |
464287465 | 464287465 | BlackRock Fund Advisors | MSCI EAFE ETF | 20325841 | 284198 | 0 | 100 | |
46429B697 | 46429B697 | BlackRock Fund Advisors | MSCI USA MIN VOL | 25421757 | 349488 | 0 | 100 | |
46432F339 | 46432F339 | BlackRock Fund Advisors | MSCI USA QLT FCT | 2554374 | 20589 | 0 | 100 | |
464288687 | 464288687 | BlackRock Fund Advisors | PFD AND INCM SEC | 929638 | 29777 | 0 | 100 | |
464287622 | 464287622 | BlackRock Fund Advisors | RUS 1000 ETF | 6254637 | 27770 | 0 | 100 | |
464287499 | 464287499 | BlackRock Fund Advisors | RUS MID CAP ETF | 831419 | 11891 | 0 | 100 | |
464287689 | 464287689 | BlackRock Fund Advisors | RUSSELL 3000 ETF | 3537035 | 15025 | 0 | 100 | |
464287606 | 464287606 | BlackRock Fund Advisors | S&P MC 400GR ETF | 7352158 | 102813 | 0 | 100 | |
464287705 | 464287705 | BlackRock Fund Advisors | S&P MC 400VL ETF | 7809184 | 75987 | 0 | 100 | |
464288158 | 464288158 | BlackRock Fund Advisors | SHRT NAT MUN ETF | 2818090 | 26921 | 0 | 100 | |
09247X101 | 09247X101 | BlackRock Inc | COM | 211442 | 316 | 0 | 100 | |
09260D107 | 09260D107 | Blackstone Inc | COM | 1083682 | 12337 | 0 | 100 | |
094235108 | 094235108 | Bloomin' Brands Inc | COM | 486965 | 18985 | 0 | 100 | |
09739D100 | 09739D100 | Boise Cascade Co | COM | 387090 | 6120 | 0 | 100 | |
09857L108 | 09857L108 | Booking Holdings Inc | COM | 4233246 | 1596 | 0 | 100 | |
099502106 | 099502106 | Booz Allen Hamilton Holding Co | CL A | 3643458 | 39308 | 0 | 100 | |
101137107 | 101137107 | Boston Scientific Corp | COM | 442065 | 8836 | 0 | 100 | |
109641100 | 109641100 | Brinker International Inc | COM | 563654 | 14833 | 0 | 100 | |
11135F101 | 11135F101 | Broadcom Inc | COM | 4393907 | 6849 | 0 | 100 | |
11271J107 | 11271J107 | Brookfield Corp | None | 1305555 | 40060 | 0 | 100 | |
113004105 | 113004105 | Brookfield Corp | None | 413319 | 12632 | 0 | 100 | |
115236101 | 115236101 | Brown & Brown Inc | COM | 745024 | 12975 | 0 | 100 | |
117043109 | 117043109 | Brunswick Corp/DE | COM | 325048 | 3964 | 0 | 100 | |
118440106 | 118440106 | Buckle Inc/The | COM | 447196 | 12530 | 0 | 100 | |
12008R107 | 12008R107 | Builders FirstSource Inc | COM | 592163 | 6670 | 0 | 100 | |
122017106 | 122017106 | Burlington Stores Inc | COM | 705329 | 3490 | 0 | 100 | |
13645T100 | 13645T100 | CAN PACIFIC RYS | COM | 646450 | 8402 | 0 | 100 | |
14448C104 | 14448C104 | CARRIER GLOBAL CORP | COM | 853283 | 18651 | 0 | 100 | |
136385101 | 136385101 | CDN NAT RES | COM | 380642 | 6877 | 0 | 100 | |
12514G108 | 12514G108 | CDW Corp/DE | COM | 4568027 | 23439 | 0 | 100 | |
15136AAA0 | 15136AAA0 | CENTENNIAL RESOURCE DEV INC | NOTE 3.250% 4/0 | 62747 | 34000 | 0 | 100 | |
808524870 | 808524870 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | US TIPS ETF | 598448 | 11163 | 0 | 100 | |
163072AA9 | 163072AA9 | CHEESECAKE FACTORY (THE) | NOTE 0.375% 6/1 | 107575 | 130000 | 0 | 100 | |
16411R208 | 16411R208 | CHENIERE ENERGY IN | COM NEW | 2838848 | 18013 | 0 | 100 | |
H1467J104 | H1467J104 | CHUBB LIMITED COM | COM | 1462369 | 7531 | 0 | 100 | |
171779309 | 171779309 | CIENA CORP | COM NEW | 2149906 | 40935 | 0 | 100 | |
172908105 | 172908105 | CINTAS CORP | COM | 1279773 | 2766 | 0 | 100 | |
17275R102 | 17275R102 | CISCO SYSTEMS | COM | 4585302 | 87715 | 0 | 100 | |
18915MAC1 | 18915MAC1 | CLOUDFLARE INC | NOTE 8/1 | 371580 | 440000 | 0 | 100 | |
12572Q105 | 12572Q105 | CME Group Inc | COM | 785615 | 4102 | 0 | 100 | |
12621E103 | 12621E103 | CNO Financial Group Inc | COM | 1278211 | 57603 | 0 | 100 | |
192446102 | 192446102 | COGNIZANT TECHNOLO | CL A | 1739186 | 28544 | 0 | 100 | |
194162103 | 194162103 | COLGATE-PALMOLIVE | COM | 638399 | 8495 | 0 | 100 | |
20602D101 | 20602D101 | CONCENTRIX CORP | COM | 378264 | 3112 | 0 | 100 | |
20717MAB9 | 20717MAB9 | CONFLUENT INC | None | 141389 | 179000 | 0 | 100 | |
20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 4091421 | 41240 | 0 | 100 | |
219350105 | 219350105 | CORNING INC | COM | 1492662 | 42309 | 0 | 100 | |
12626K203 | 12626K203 | CRH PLC | ADR | 257809 | 5068 | 0 | 100 | |
126349109 | 126349109 | CSG Systems International Inc | COM | 222211 | 4138 | 0 | 100 | |
126408103 | 126408103 | CSX CORP | COM | 1054008 | 35204 | 0 | 100 | |
126501105 | 126501105 | CTS Corp | COM | 628241 | 12702 | 0 | 100 | |
231021106 | 231021106 | CUMMINS INC | COM | 1077349 | 4510 | 0 | 100 | |
126650100 | 126650100 | CVS Health Corp | COM | 4014301 | 54021 | 0 | 100 | |
23248VAB1 | 23248VAB1 | CYBERARK SOFTWARE LTD | NOTE 11/1 | 380457 | 340000 | 0 | 100 | |
12685J105 | 12685J105 | Cable One Inc | COM | 313092 | 446 | 0 | 100 | |
127387108 | 127387108 | Cadence Design Systems Inc | COM | 1485756 | 7072 | 0 | 100 | |
13765N107 | 13765N107 | Cannae Holdings Inc | COM | 276547 | 13704 | 0 | 100 | |
14040H105 | 14040H105 | Capital One Financial Corp | COM | 4093435 | 42569 | 0 | 100 | |
G1890L107 | G1890L107 | Capri Holdings Ltd | SHS | 530489 | 11287 | 0 | 100 | |
147528103 | 147528103 | Casey's General Stores Inc | COM | 1486214 | 6866 | 0 | 100 | |
14888U101 | 14888U101 | Catalyst Pharmaceuticals Inc | COM | 600859 | 36240 | 0 | 100 | |
149123101 | 149123101 | Caterpillar Inc | COM | 1147632 | 5015 | 0 | 100 | |
149150104 | 149150104 | Cathay General Bancorp | COM | 410443 | 11890 | 0 | 100 | |
12503M108 | 12503M108 | Cboe Global Markets Inc | COM | 706371 | 5262 | 0 | 100 | |
150870103 | 150870103 | Celanese Corp | COM | 888434 | 8159 | 0 | 100 | |
15101Q108 | 15101Q108 | Celestica Inc | SUB VTG SHS | 747826 | 57971 | 0 | 100 | |
15135U109 | 15135U109 | Cenovus Energy Inc | COM | 971422 | 55637 | 0 | 100 | |
15135B101 | 15135B101 | Centene Corp | COM | 1337777 | 21164 | 0 | 100 | |
15189T107 | 15189T107 | CenterPoint Energy Inc | COM | 300404 | 10197 | 0 | 100 | |
159864107 | 159864107 | Charles River Laboratories Int | COM | 2570581 | 12737 | 0 | 100 | |
808513105 | 808513105 | Charles Schwab Corp/The | COM | 5347736 | 102095 | 0 | 100 | |
808524508 | 808524508 | Charles Schwab Investment Management Inc | US MID-CAP ETF | 643354 | 9482 | 0 | 100 | |
808524607 | 808524607 | Charles Schwab Investment Management Inc | US SML CAP ETF | 440517 | 10506 | 0 | 100 | |
16115Q308 | 16115Q308 | Chart Industries Inc | COM | 633897 | 5055 | 0 | 100 | |
16119P108 | 16119P108 | Charter Communications Inc | CL A | 3551782 | 9932 | 0 | 100 | |
M22465104 | M22465104 | Check Point Software Technolog | ORD | 438750 | 3375 | 0 | 100 | |
165167735 | 165167735 | Chesapeake Energy Corp | COM | 503537 | 6622 | 0 | 100 | |
166764100 | 166764100 | Chevron Corp | COM | 7483170 | 45864 | 0 | 100 | |
169656105 | 169656105 | Chipotle Mexican Grill Inc | COM | 1042057 | 610 | 0 | 100 | |
169905106 | 169905106 | Choice Hotels International In | COM | 972677 | 8300 | 0 | 100 | |
171340102 | 171340102 | Church & Dwight Co Inc | COM | 1996121 | 22578 | 0 | 100 | |
125523100 | 125523100 | Cigna Group/The | COM | 4121699 | 16130 | 0 | 100 | |
172967424 | 172967424 | Citigroup Inc | COM NEW | 1049164 | 22375 | 0 | 100 | |
174610105 | 174610105 | Citizens Financial Group Inc | COM | 899255 | 29610 | 0 | 100 | |
184496107 | 184496107 | Clean Harbors Inc | COM | 229379 | 1609 | 0 | 100 | |
22160N109 | 22160N109 | CoStar Group Inc | COM | 701375 | 10187 | 0 | 100 | |
191216100 | 191216100 | Coca-Cola Co/The | COM | 1045887 | 16861 | 0 | 100 | |
G25839104 | G25839104 | Coca-Cola Europacific Partners | SHS | 294234 | 4971 | 0 | 100 | |
19239V302 | 19239V302 | Cogent Communications Holdings | COM NEW | 642489 | 10083 | 0 | 100 | |
19247G107 | 19247G107 | Coherent Corp | COM | 818987 | 21507 | 0 | 100 | |
192576106 | 192576106 | Cohu Inc | COM | 396185 | 10320 | 0 | 100 | |
197236102 | 197236102 | Columbia Banking System Inc | None | 382604 | 17862 | 0 | 100 | |
20030N101 | 20030N101 | Comcast Corp | CL A | 7770678 | 204977 | 0 | 100 | |
201723103 | 201723103 | Commercial Metals Co | COM | 596336 | 12195 | 0 | 100 | |
21036P108 | 21036P108 | Constellation Brands Inc | CL A | 1281926 | 5675 | 0 | 100 | |
21037T109 | 21037T109 | Constellation Energy Corp | COM | 460246 | 5863 | 0 | 100 | |
216648402 | 216648402 | Cooper Cos Inc/The | COM NEW | 1677133 | 4492 | 0 | 100 | |
P31076105 | P31076105 | Copa Holdings SA | CL A | 525933 | 5695 | 0 | 100 | |
217204106 | 217204106 | Copart Inc | COM | 3499897 | 46535 | 0 | 100 | |
22052L104 | 22052L104 | Corteva Inc | COM | 744648 | 12347 | 0 | 100 | |
22160K105 | 22160K105 | Costco Wholesale Corp | COM | 3659448 | 7365 | 0 | 100 | |
22788C105 | 22788C105 | Crowdstrike Holdings Inc | CL A | 712105 | 5188 | 0 | 100 | |
22822V101 | 22822V101 | Crown Castle Inc | COM | 1184484 | 8850 | 0 | 100 | |
231561101 | 231561101 | Curtiss-Wright Corp | COM | 894696 | 5076 | 0 | 100 | |
M2682V108 | M2682V108 | CyberArk Software Ltd | SHS | 484190 | 3272 | 0 | 100 | |
23804LAB9 | 23804LAB9 | DATADOG INC | NOTE 0.125% 6/1 | 242888 | 225000 | 0 | 100 | |
244199105 | 244199105 | DEERE & CO | COM | 939715 | 2276 | 0 | 100 | |
252131AK3 | 252131AK3 | DEXCOM INC | NOTE 0.250%11/1 | 789445 | 737000 | 0 | 100 | |
25402DAB8 | 25402DAB8 | DIGITALOCEAN HLDGS INC | None | 164119 | 209000 | 0 | 100 | |
254709108 | 254709108 | DISCOVER FINL SVCS | COM | 710066 | 7184 | 0 | 100 | |
25470M109 | 25470M109 | DISH Network Corp | CL A | 368535 | 39500 | 0 | 100 | |
25746U109 | 25746U109 | DOMINION RES(VIR) | COM | 1566990 | 28027 | 0 | 100 | |
23331A109 | 23331A109 | DR HORTON INC | COM | 2074643 | 21237 | 0 | 100 | |
26210CAD6 | 26210CAD6 | DROPBOX INC | NOTE 3/0 | 139814 | 161000 | 0 | 100 | |
26441C204 | 26441C204 | DUKE ENERGY CORP | COM NEW | 594544 | 6163 | 0 | 100 | |
235825205 | 235825205 | Dana Inc | COM | 725079 | 48178 | 0 | 100 | |
235851102 | 235851102 | Danaher Corp | COM | 3182761 | 12628 | 0 | 100 | |
237194105 | 237194105 | Darden Restaurants Inc | COM | 3394901 | 21880 | 0 | 100 | |
237266101 | 237266101 | Darling Ingredients Inc | COM | 286510 | 4906 | 0 | 100 | |
243537107 | 243537107 | Deckers Outdoor Corp | COM | 3598198 | 8004 | 0 | 100 | |
24703L202 | 24703L202 | Dell Technologies Inc | CL C | 1661397 | 41318 | 0 | 100 | |
252131107 | 252131107 | Dexcom Inc | COM | 1849934 | 15923 | 0 | 100 | |
252784301 | 252784301 | DiamondRock Hospitality Co | COM | 288363 | 35469 | 0 | 100 | |
25278X109 | 25278X109 | Diamondback Energy Inc | COM | 1621229 | 11994 | 0 | 100 | |
254543101 | 254543101 | Diodes Inc | COM | 2036082 | 21950 | 0 | 100 | |
256677105 | 256677105 | Dollar General Corp | COM | 3272442 | 15549 | 0 | 100 | |
258278100 | 258278100 | Dorman Products Inc | COM | 236870 | 2746 | 0 | 100 | |
260003108 | 260003108 | Dover Corp | COM | 1003564 | 6605 | 0 | 100 | |
26614N102 | 26614N102 | DuPont de Nemours Inc | COM | 1388390 | 19345 | 0 | 100 | |
26484T106 | 26484T106 | Dun & Bradstreet Holdings Inc | COM | 150119 | 12787 | 0 | 100 | |
278642103 | 278642103 | EBAY INC | COM | 959723 | 21630 | 0 | 100 | |
278865100 | 278865100 | ECOLAB INC | COM | 2706416 | 16350 | 0 | 100 | |
285512109 | 285512109 | ELECTRONIC ARTS | COM | 202717 | 1683 | 0 | 100 | |
29084Q100 | 29084Q100 | EMCOR Group Inc | COM | 1178778 | 7250 | 0 | 100 | |
291011104 | 291011104 | EMERSON ELECTRIC | COM | 341938 | 3924 | 0 | 100 | |
194014502 | 194014502 | ENOVIS CORPORATION | None | 468679 | 8762 | 0 | 100 | |
29355AAK3 | 29355AAK3 | ENPHASE ENERGY INC | NOTE 3/0 | 343177 | 331000 | 0 | 100 | |
26875P101 | 26875P101 | EOG Resources Inc | COM | 907640 | 7918 | 0 | 100 | |
29414B104 | 29414B104 | EPAM Systems Inc | COM | 206011 | 689 | 0 | 100 | |
26884LAK5 | 26884LAK5 | EQT CORP | NOTE 1.750% 5/0 | 1242154 | 564000 | 0 | 100 | |
29444U700 | 29444U700 | EQUINIX INC | COM | 1008014 | 1398 | 0 | 100 | |
518439104 | 518439104 | ESTEE LAUDER COS | CL A | 810360 | 3288 | 0 | 100 | |
29786AAL0 | 29786AAL0 | ETSY INC | NOTE 0.125% 9/0 | 666537 | 741000 | 0 | 100 | |
298736AL3 | 298736AL3 | EURONET WORLDWIDE INC | NOTE 0.750% 3/1 | 242550 | 252000 | 0 | 100 | |
30050BAD3 | 30050BAD3 | EVOLENT HEALTH INC | NOTE 1.500%10/1 | 145755 | 123000 | 0 | 100 | |
30063PAA3 | 30063PAA3 | EXACT SCIENCES CORP | NOTE 1.000% 1/1 | 104066 | 91000 | 0 | 100 | |
30161N101 | 30161N101 | EXELON CORP | COM | 234626 | 5601 | 0 | 100 | |
302130109 | 302130109 | EXPEDTRS INTL WASH | COM | 563484 | 5117 | 0 | 100 | |
27579R104 | 27579R104 | East West Bancorp Inc | COM | 702242 | 12653 | 0 | 100 | |
277276101 | 277276101 | EastGroup Properties Inc | COM | 754686 | 4565 | 0 | 100 | |
277432100 | 277432100 | Eastman Chemical Co | COM | 614754 | 7289 | 0 | 100 | |
G29183103 | G29183103 | Eaton Corp PLC | SHS | 1496655 | 8735 | 0 | 100 | |
28176E108 | 28176E108 | Edwards Lifesciences Corp | COM | 520289 | 6289 | 0 | 100 | |
28414H103 | 28414H103 | Elanco Animal Health Inc | COM | 916500 | 97500 | 0 | 100 | |
036752103 | 036752103 | Elevance Health Inc | COM | 3415009 | 7427 | 0 | 100 | |
532457108 | 532457108 | Eli Lilly & Co | COM | 3098335 | 9022 | 0 | 100 | |
29332G102 | 29332G102 | Encompass Health Corp | COM | 345038 | 24805 | 0 | 100 | |
292562105 | 292562105 | Encore Wire Corp | COM | 598616 | 3230 | 0 | 100 | |
559663109 | 559663109 | EnerVest Ltd | CL A | 783479 | 35808 | 0 | 100 | |
292765104 | 292765104 | Enerpac Tool Group Corp | CL A COM | 249518 | 9785 | 0 | 100 | |
29355A107 | 29355A107 | Enphase Energy Inc | COM | 567756 | 2700 | 0 | 100 | |
29358P101 | 29358P101 | Ensign Group Inc/The | COM | 940782 | 9847 | 0 | 100 | |
29362U104 | 29362U104 | Entegris Inc | COM | 1938962 | 23643 | 0 | 100 | |
29364G103 | 29364G103 | Entergy Corp | COM | 428482 | 3977 | 0 | 100 | |
293792107 | 293792107 | Enterprise Products Partners L | COM | 737684 | 28482 | 0 | 100 | |
29670E107 | 29670E107 | Essential Properties Realty Tr | COM | 486812 | 19590 | 0 | 100 | |
29786A106 | 29786A106 | Etsy Inc | COM | 690357 | 6201 | 0 | 100 | |
29977A105 | 29977A105 | Evercore Inc | CLASS A | 771892 | 6690 | 0 | 100 | |
30057T105 | 30057T105 | Evoqua Water Technologies Corp | COM | 750822 | 15101 | 0 | 100 | |
30212PBE4 | 30212PBE4 | Expedia Group Inc | NOTE 2/1 | 986577 | 1102000 | 0 | 100 | |
30231G102 | 30231G102 | Exxon Mobil Corp | COM | 4401204 | 40135 | 0 | 100 | |
30303M102 | 30303M102 | FACEBOOK INC | CL A | 5288115 | 24951 | 0 | 100 | |
31428X106 | 31428X106 | FEDEX CORP | COM | 4867294 | 21302 | 0 | 100 | |
337738108 | 337738108 | FISERV INC | COM | 7711246 | 68223 | 0 | 100 | |
338307AD3 | 338307AD3 | FIVE9 INC | NOTE 0.500% 6/0 | 156495 | 170000 | 0 | 100 | |
Y2573F102 | Y2573F102 | FLEXTRONICS INTL | ORD | 837564 | 36400 | 0 | 100 | |
302491303 | 302491303 | FMC Corp | COM NEW | 996215 | 8157 | 0 | 100 | |
345370CZ1 | 345370CZ1 | FORD MOTOR COMPANY | NOTE 3/1 | 337662 | 338000 | 0 | 100 | |
35671D857 | 35671D857 | FREEPORT-MCMOR C&G | CL B | 1710038 | 41800 | 0 | 100 | |
G3323L100 | G3323L100 | Fabrinet | SHS | 279324 | 2352 | 0 | 100 | |
303075105 | 303075105 | FactSet Research Systems Inc | COM | 1886169 | 4544 | 0 | 100 | |
303250104 | 303250104 | Fair Isaac Corp | COM | 1036468 | 1475 | 0 | 100 | |
311900104 | 311900104 | Fastenal Co | COM | 986778 | 18294 | 0 | 100 | |
314211103 | 314211103 | Federated Hermes Inc | CL B | 434716 | 10830 | 0 | 100 | |
31620R303 | 31620R303 | Fidelity National Financial In | FNF GROUP COM | 259425 | 7427 | 0 | 100 | |
31620M106 | 31620M106 | Fidelity National Information | COM | 1917578 | 35295 | 0 | 100 | |
31847R102 | 31847R102 | First American Financial Corp | COM | 444167 | 7980 | 0 | 100 | |
320209109 | 320209109 | First Financial Bancorp | COM | 478069 | 21960 | 0 | 100 | |
32051X108 | 32051X108 | First Hawaiian Inc | COM | 1014707 | 49186 | 0 | 100 | |
32054K103 | 32054K103 | First Industrial Realty Trust | COM | 325531 | 6119 | 0 | 100 | |
33738D101 | 33738D101 | First Trust Advisors LP | NO AMER ENERGY | 1358130 | 51000 | 0 | 100 | |
33739E108 | 33739E108 | First Trust Advisors LP | PFD SECS INC ETF | 1547960 | 96990 | 0 | 100 | |
33739Q200 | 33739Q200 | First Trust ETFs/USA | FST LOW OPPT EFT | 2188856 | 45725 | 0 | 100 | |
33739Q507 | 33739Q507 | First Trust ETFs/USA | SSI STRG ETF | 2474142 | 77535 | 0 | 100 | |
337932107 | 337932107 | FirstEnergy Corp | COM | 300450 | 7500 | 0 | 100 | |
339041105 | 339041105 | FleetCor Technologies Inc | COM | 926896 | 4396 | 0 | 100 | |
34354P105 | 34354P105 | Flowserve Corp | COM | 1044004 | 30706 | 0 | 100 | |
343412102 | 343412102 | Fluor Corp | COM | 618355 | 20005 | 0 | 100 | |
34959E109 | 34959E109 | Fortinet Inc | COM | 442225 | 6654 | 0 | 100 | |
34959J108 | 34959J108 | Fortive Corp | COM | 300493 | 4408 | 0 | 100 | |
35137L105 | 35137L105 | Fox Corp | CL A COM | 1670902 | 49072 | 0 | 100 | |
35137L204 | 35137L204 | Fox Corp | CL B COM | 422685 | 13500 | 0 | 100 | |
35138V102 | 35138V102 | Fox Factory Holding Corp | COM | 664501 | 5475 | 0 | 100 | |
366651107 | 366651107 | GARTNER INC | COM | 2166371 | 6650 | 0 | 100 | |
36266G107 | 36266G107 | GE HealthCare Technologies Inc | None | 1518540 | 18512 | 0 | 100 | |
369550108 | 369550108 | GEN DYNAMICS CORP | COM | 1619606 | 7097 | 0 | 100 | |
370334104 | 370334104 | GENERAL MILLS INC | COM | 418327 | 4895 | 0 | 100 | |
36168Q104 | 36168Q104 | GFL Environmental Inc | SUB VTG SHS | 236293 | 6861 | 0 | 100 | |
36251C103 | 36251C103 | GMS Inc | COM | 512790 | 8858 | 0 | 100 | |
38141G104 | 38141G104 | GOLDMAN SACHS GRP | COM | 5496429 | 16803 | 0 | 100 | |
393222AK0 | 393222AK0 | GREEN PLAINS INC | NOTE 2.250% 3/1 | 176809 | 147000 | 0 | 100 | |
37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 3167830 | 89034 | 0 | 100 | |
36262G101 | 36262G101 | GXO Logistics Inc | COMMON STOCK | 270718 | 5365 | 0 | 100 | |
36467J108 | 36467J108 | Gaming and Leisure Properties | COM | 473121 | 9088 | 0 | 100 | |
364760108 | 364760108 | Gap Inc/The | COM | 878560 | 87506 | 0 | 100 | |
668771108 | 668771108 | Gen Digital Inc | COM | 519399 | 30268 | 0 | 100 | |
369604301 | 369604301 | General Electric Co | COM NEW | 4218063 | 44122 | 0 | 100 | |
37045V100 | 37045V100 | General Motors Co | COM | 1112835 | 30339 | 0 | 100 | |
G3922B107 | G3922B107 | Genpact Ltd | SHS | 1379898 | 29855 | 0 | 100 | |
372460105 | 372460105 | Genuine Parts Co | COM | 869845 | 5199 | 0 | 100 | |
375558103 | 375558103 | Gilead Sciences Inc | COM | 3864411 | 46576 | 0 | 100 | |
37940X102 | 37940X102 | Global Payments Inc | COM | 961262 | 9134 | 0 | 100 | |
37959E102 | 37959E102 | Globe Life Inc | COM | 1356987 | 12334 | 0 | 100 | |
381430107 | 381430107 | Goldman Sachs Asset Management LP | ACTIVEBETA INT | 528268 | 17146 | 0 | 100 | |
381430438 | 381430438 | Goldman Sachs ETF Trust | EQUAL WEIGHT US | 2820228 | 46871 | 0 | 100 | |
384637104 | 384637104 | Graham Holdings Co | COM CL B | 337245 | 566 | 0 | 100 | |
388689101 | 388689101 | Graphic Packaging Holding Co | COM | 226657 | 8892 | 0 | 100 | |
389375106 | 389375106 | Gray Television Inc | COM | 267207 | 30643 | 0 | 100 | |
44332NAB2 | 44332NAB2 | H WORLD GROUP LTD | NOTE 3.000% 5/0 | 242812 | 181000 | 0 | 100 | |
405024AB6 | 405024AB6 | HAEMONETICS CORP | NOTE 3/0 | 131514 | 155000 | 0 | 100 | |
406216101 | 406216101 | HALLIBURTON | COM | 829347 | 26212 | 0 | 100 | |
40637HAD1 | 40637HAD1 | HALOZYME THERAPEUTICS INC | NOTE 0.250% 3/0 | 55088 | 65000 | 0 | 100 | |
359694106 | 359694106 | HB Fuller Co | COM | 417203 | 6095 | 0 | 100 | |
40412C101 | 40412C101 | HCA Healthcare Inc | COM | 468296 | 1776 | 0 | 100 | |
422806208 | 422806208 | HEICO Corp | CL A | 948718 | 6981 | 0 | 100 | |
422806109 | 422806109 | HEICO Corp | COM | 1051896 | 6150 | 0 | 100 | |
42330PAK3 | 42330PAK3 | HELIX ENERGY SOLUTIONS | NOTE 6.750% 2/1 | 140847 | 103000 | 0 | 100 | |
427866108 | 427866108 | HERSHEY CO (THE) | COM | 553851 | 2177 | 0 | 100 | |
436440101 | 436440101 | HOLOGIC INC | COM | 1298706 | 16093 | 0 | 100 | |
438128308 | 438128308 | HONDA MOTOR CO | AMERN SHS | 5161497 | 194847 | 0 | 100 | |
G46188101 | G46188101 | HORIZON THERAPEUTICS PLC | SHS | 466356 | 4273 | 0 | 100 | |
40434L105 | 40434L105 | HP Inc | COM | 2325988 | 79250 | 0 | 100 | |
443573100 | 443573100 | HUBSPOT INC | COM | 679998 | 1586 | 0 | 100 | |
443573AD2 | 443573AD2 | HUBSPOT INC | NOTE 0.375% 6/0 | 101504 | 64000 | 0 | 100 | |
444859102 | 444859102 | HUMANA INC | COM | 1283557 | 2644 | 0 | 100 | |
404609109 | 404609109 | Hackett Group Inc/The | COM | 722790 | 39112 | 0 | 100 | |
405024100 | 405024100 | Haemonetics Corp | COM | 325952 | 3939 | 0 | 100 | |
405552100 | 405552100 | Haleon PLC | SPON ADS | 1298941 | 159575 | 0 | 100 | |
40637H109 | 40637H109 | Halozyme Therapeutics Inc | COM | 631853 | 16545 | 0 | 100 | |
410867105 | 410867105 | Hanover Insurance Group Inc/Th | COM | 2418113 | 18818 | 0 | 100 | |
416515104 | 416515104 | Hartford Financial Services Gr | COM | 294301 | 4223 | 0 | 100 | |
419870100 | 419870100 | Hawaiian Electric Industries I | COM | 1367769 | 35619 | 0 | 100 | |
419879101 | 419879101 | Hawaiian Holdings Inc | COM | 109920 | 12000 | 0 | 100 | |
806407102 | 806407102 | Henry Schein Inc | COM | 317354 | 3892 | 0 | 100 | |
42809H107 | 42809H107 | Hess Corp | COM | 1536864 | 11613 | 0 | 100 | |
42824C109 | 42824C109 | Hewlett Packard Enterprise Co | COM | 1360422 | 85400 | 0 | 100 | |
428291108 | 428291108 | Hexcel Corp | COM | 1464508 | 21458 | 0 | 100 | |
43300A203 | 43300A203 | Hilton Worldwide Holdings Inc | COM | 250608 | 1779 | 0 | 100 | |
437076102 | 437076102 | Home Depot Inc/The | COM | 4446573 | 15067 | 0 | 100 | |
438516106 | 438516106 | Honeywell International Inc | COM | 1532209 | 8017 | 0 | 100 | |
439038100 | 439038100 | Hooker Furnishings Corp | COM | 234560 | 12895 | 0 | 100 | |
43940T109 | 43940T109 | Hope Bancorp Inc | COM | 561920 | 57222 | 0 | 100 | |
443201108 | 443201108 | Howmet Aerospace Inc | COM | 323876 | 7644 | 0 | 100 | |
443510607 | 443510607 | Hubbell Inc | COM | 1212900 | 4985 | 0 | 100 | |
446413106 | 446413106 | Huntington Ingalls Industries | COM | 643211 | 3107 | 0 | 100 | |
G4705A100 | G4705A100 | ICON PLC | SHS | 783662 | 3669 | 0 | 100 | |
451107106 | 451107106 | IDACORP Inc | COM | 614014 | 5668 | 0 | 100 | |
45167R104 | 45167R104 | IDEX CORP | COM | 3798365 | 16441 | 0 | 100 | |
452308109 | 452308109 | ILLINOIS TOOL WKS | COM | 293844 | 1207 | 0 | 100 | |
452327AK5 | 452327AK5 | ILLUMINA INC | NOTE 8/1 | 660034 | 677000 | 0 | 100 | |
453204AD1 | 453204AD1 | IMPINJ INC | None | 129161 | 91000 | 0 | 100 | |
456788108 | 456788108 | INFOSYS TECHNOLOGI | SPONSORED ADR | 291265 | 16701 | 0 | 100 | |
457669AB5 | 457669AB5 | INSMED INC | NOTE 0.750% 6/0 | 129772 | 168000 | 0 | 100 | |
45784PAK7 | 45784PAK7 | INSULET CORP | NOTE 0.375% 9/0 | 207597 | 139000 | 0 | 100 | |
45866F104 | 45866F104 | INTERCONTINENTAL EXCHANGE | COM | 1389768 | 13326 | 0 | 100 | |
459200101 | 459200101 | INTL BUSINESS MCHN | COM | 2043300 | 15587 | 0 | 100 | |
459506101 | 459506101 | INTL FLAVORS&FRAG | COM | 266224 | 2895 | 0 | 100 | |
462222AD2 | 462222AD2 | IONIS PHARMACEUTICALS IN | NOTE 4/0 | 128865 | 142000 | 0 | 100 | |
46266C105 | 46266C105 | IQVIA Holdings Inc | COM | 2046578 | 10290 | 0 | 100 | |
46432F842 | 46432F842 | ISHARES | CORE MSCI EAFE | 176983303 | 2647469 | 0 | 100 | |
464287200 | 464287200 | ISHARES | CORE S&P500 ETF | 690900055 | 1680695 | 0 | 100 | |
464288877 | 464288877 | ISHARES | EAFE VALUE ETF | 3739771 | 77061 | 0 | 100 | |
464287242 | 464287242 | ISHARES | IBOXX INV CP ETF | 2207874 | 20143 | 0 | 100 | |
464287655 | 464287655 | ISHARES | RUSSELL 2000 ETF | 15549166 | 87159 | 0 | 100 | |
464287309 | 464287309 | ISHARES | S&P 500 GRWT ETF | 42083385 | 658685 | 0 | 100 | |
464287408 | 464287408 | ISHARES | S&P 500 VAL ETF | 52031523 | 342854 | 0 | 100 | |
464287168 | 464287168 | ISHARES | SELECT DIVID ETF | 874397 | 7462 | 0 | 100 | |
464288679 | 464288679 | ISHARES | SHORT TREAS BD | 353158 | 3196 | 0 | 100 | |
464287879 | 464287879 | ISHARES | SP SMCP600VL ETF | 4150061 | 44343 | 0 | 100 | |
46435G516 | 46435G516 | ISHARES ETFS/USA | ESG AW MSCI EAFE | 871850 | 12136 | 0 | 100 | |
464285204 | 464285204 | ISHARES GOLD TRUST | ISHARES NEW | 838471 | 22437 | 0 | 100 | |
46428R107 | 46428R107 | ISHARES S&P GSCI | UNIT BEN INT | 261701 | 13007 | 0 | 100 | |
46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 5578526 | 110707 | 0 | 100 | |
464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 1103973 | 27977 | 0 | 100 | |
464287457 | 464287457 | ISHARES TRUST | 1 3 YR TREAS BD | 884945 | 10771 | 0 | 100 | |
464287598 | 464287598 | ISHARES TRUST | RUS 1000 VAL ETF | 2374495 | 15595 | 0 | 100 | |
464287176 | 464287176 | ISHARES TRUST | TIPS BD ETF | 1101067 | 9987 | 0 | 100 | |
464288414 | 464288414 | ISHARES/USA | NATIONAL MUN ETF | 2567875 | 23834 | 0 | 100 | |
464287614 | 464287614 | ISHARES/USA | RUS 1000 GRW ETF | 1034738 | 4235 | 0 | 100 | |
464287887 | 464287887 | ISHARES/USA | S&P SML 600 GWT | 3638794 | 33098 | 0 | 100 | |
465741AN6 | 465741AN6 | ITRON INC | NOTE 3/1 | 61235 | 74000 | 0 | 100 | |
45337C102 | 45337C102 | Incyte Corp | COM | 1554817 | 21514 | 0 | 100 | |
45688C107 | 45688C107 | Ingevity Corp | COM | 587179 | 8210 | 0 | 100 | |
45768S105 | 45768S105 | Innospec Inc | COM | 879882 | 8570 | 0 | 100 | |
45778Q107 | 45778Q107 | Insperity Inc | COM | 514643 | 4234 | 0 | 100 | |
457730109 | 457730109 | Inspire Medical Systems Inc | COM | 587048 | 2508 | 0 | 100 | |
45784P101 | 45784P101 | Insulet Corp | COM | 837270 | 2625 | 0 | 100 | |
458140100 | 458140100 | Intel Corp | COM | 710148 | 21737 | 0 | 100 | |
460690100 | 460690100 | Interpublic Group of Cos Inc/T | COM | 1054860 | 28326 | 0 | 100 | |
46116X101 | 46116X101 | Intra-Cellular Therapies Inc | COM | 373256 | 6893 | 0 | 100 | |
461202103 | 461202103 | Intuit Inc | COM | 5464092 | 12256 | 0 | 100 | |
46120E602 | 46120E602 | Intuitive Surgical Inc | COM NEW | 3693330 | 14457 | 0 | 100 | |
46137V597 | 46137V597 | Invesco Capital Management LLC | FTSE RAFI 1500 | 324269 | 1971 | 0 | 100 | |
46138E511 | 46138E511 | Invesco Capital Management LLC | PFD ETF | 3259470 | 283926 | 0 | 100 | |
46137V357 | 46137V357 | Invesco Capital Management LLC | S&P500 EQL WGT | 1180388 | 8162 | 0 | 100 | |
46090E103 | 46090E103 | Invesco Capital Management LLC | UNIT SER 1 | 1464404 | 4563 | 0 | 100 | |
46269C102 | 46269C102 | Iridium Communications Inc | COM | 534765 | 8635 | 0 | 100 | |
46333X108 | 46333X108 | Ironwood Pharmaceuticals Inc | COM CL A | 365360 | 34730 | 0 | 100 | |
466313103 | 466313103 | JABIL CIRCUIT INC | COM | 1198271 | 13592 | 0 | 100 | |
472145AF8 | 472145AF8 | JAZZ INVESTMENTS I LTD | NOTE 2.000% 6/1 | 363260 | 328000 | 0 | 100 | |
477839AB0 | 477839AB0 | JOHN BEAN TECHNOLOGIES CORP | NOTE 0.250% 5/1 | 110292 | 121000 | 0 | 100 | |
46641Q837 | 46641Q837 | JP Morgan ETFs/USA | ULTRA SHRT INC | 3654238 | 72620 | 0 | 100 | |
46625H100 | 46625H100 | JPMorgan Chase & Co | COM | 7234030 | 55514 | 0 | 100 | |
48203R104 | 48203R104 | JUNIPER NETWORKS | COM | 2347272 | 68195 | 0 | 100 | |
426281101 | 426281101 | Jack Henry & Associates Inc | COM | 1364016 | 9050 | 0 | 100 | |
46982L108 | 46982L108 | Jacobs Solutions Inc | COM | 974745 | 8295 | 0 | 100 | |
478160104 | 478160104 | Johnson & Johnson | COM | 4886530 | 31526 | 0 | 100 | |
G51502105 | G51502105 | Johnson Controls International | SHS | 3302766 | 54845 | 0 | 100 | |
48242WAB2 | 48242WAB2 | KBR INC | NOTE 2.500%11/0 | 121604 | 56000 | 0 | 100 | |
494368103 | 494368103 | KIMBERLY-CLARK CP | COM | 815521 | 6076 | 0 | 100 | |
48251W401 | 48251W401 | KKR & CO INC | 6% MCONV PFD C | 370548 | 5840 | 0 | 100 | |
482480100 | 482480100 | KLA Corp | COM NEW | 600751 | 1505 | 0 | 100 | |
500643200 | 500643200 | KORN/FERRY INTERNATIONAL | COM NEW | 412885 | 7980 | 0 | 100 | |
501044101 | 501044101 | KROGER | COM | 805225 | 16310 | 0 | 100 | |
49271V100 | 49271V100 | Keurig Dr Pepper Inc | COM | 828657 | 23488 | 0 | 100 | |
493267108 | 493267108 | KeyCorp | COM | 273449 | 21841 | 0 | 100 | |
49338L103 | 49338L103 | Keysight Technologies Inc | COM | 3301943 | 20448 | 0 | 100 | |
49428J109 | 49428J109 | Kimball Electronics Inc | COM | 853236 | 35404 | 0 | 100 | |
49456B101 | 49456B101 | Kinder Morgan Inc | COM | 955609 | 54575 | 0 | 100 | |
29446M102 | 29446M102 | Kingdom of Norway Ministry of | SPONSORED ADR | 605559 | 21300 | 0 | 100 | |
49714P108 | 49714P108 | Kinsale Capital Group Inc | COM | 1221010 | 4068 | 0 | 100 | |
502431109 | 502431109 | L3Harris Technologies Inc | COM | 949016 | 4836 | 0 | 100 | |
515098101 | 515098101 | LANDSTAR SYSTEMS | COM | 899527 | 5018 | 0 | 100 | |
52603BAD9 | 52603BAD9 | LENDINGTREE INC | None | 116345 | 156000 | 0 | 100 | |
531229AB8 | 531229AB8 | LIBERTY MEDIA CORP | NOTE 1.375%10/1 | 134478 | 124000 | 0 | 100 | |
538034109 | 538034109 | LIVE NAT ENTER INC | COM | 526400 | 7520 | 0 | 100 | |
501889208 | 501889208 | LKQ Corp | COM | 521057 | 9180 | 0 | 100 | |
546347105 | 546347105 | LOUISIANA PACIFIC | COM | 310949 | 5736 | 0 | 100 | |
548661107 | 548661107 | LOWE'S COS INC | COM | 551117 | 2756 | 0 | 100 | |
50212V100 | 50212V100 | LPL FINL HLDGS INC | COM | 2058206 | 10169 | 0 | 100 | |
550021109 | 550021109 | LULULEMON ATHLETIC | COM | 1131174 | 3106 | 0 | 100 | |
55024UAD1 | 55024UAD1 | LUMENTUM HOLDINGS INC | NOTE 0.500%12/1 | 205005 | 237000 | 0 | 100 | |
50540R409 | 50540R409 | Laboratory Corp of America Hol | COM NEW | 1669030 | 7275 | 0 | 100 | |
512807108 | 512807108 | Lam Research Corp | COM | 1115903 | 2105 | 0 | 100 | |
512816109 | 512816109 | Lamar Advertising Co | CL A | 748276 | 7491 | 0 | 100 | |
513847103 | 513847103 | Lancaster Colony Corp | COM | 612495 | 3019 | 0 | 100 | |
525327102 | 525327102 | Leidos Holdings Inc | COM | 211094 | 2293 | 0 | 100 | |
530307305 | 530307305 | Liberty Broadband Corp | COM SER C | 720022 | 8813 | 0 | 100 | |
531229607 | 531229607 | Liberty Media Corp | COM C SIRIUSXM | 665826 | 23788 | 0 | 100 | |
531229854 | 531229854 | Liberty Media Corp | COM SER C FRMLA | 1887213 | 25220 | 0 | 100 | |
896945201 | 896945201 | Liberty TripAdvisor Holdings I | COM | 398908 | 20086 | 0 | 100 | |
30041R108 | 30041R108 | Link Ventures LLLP | COM CL A | 682824 | 49124 | 0 | 100 | |
536797103 | 536797103 | Lithia Motors Inc | COM | 324394 | 1417 | 0 | 100 | |
G5509L101 | G5509L101 | LivaNova PLC | SHS | 220384 | 5057 | 0 | 100 | |
539830109 | 539830109 | Lockheed Martin Corp | COM | 1876738 | 3970 | 0 | 100 | |
126117100 | 126117100 | Loews Corp | COM | 211582 | 5421 | 0 | 100 | |
55024U109 | 55024U109 | Lumentum Holdings Inc | COM | 563108 | 10426 | 0 | 100 | |
N53745100 | N53745100 | LyondellBasell Industries NV | SHS - A - | 1821372 | 19399 | 0 | 100 | |
55261F104 | 55261F104 | M&T Bank Corp | COM | 712398 | 5958 | 0 | 100 | |
55405YAB6 | 55405YAB6 | M/A-COM TECH SOLUTIONS | NOTE 0.250% 3/1 | 120923 | 115000 | 0 | 100 | |
56087FAB0 | 56087FAB0 | MAKEMYTRIP LIMITED | NOTE 2/1 | 217436 | 229000 | 0 | 100 | |
57164YAD9 | 57164YAD9 | MARRIOTT VACATION WORLDW | NOTE 1/1 | 106480 | 110000 | 0 | 100 | |
57636Q104 | 57636Q104 | MASTERCARD INC | CL A | 5652116 | 15553 | 0 | 100 | |
579780206 | 579780206 | MCCORMICK & CO INC | COM NON VTG | 407896 | 4902 | 0 | 100 | |
580135101 | 580135101 | MCDONALD'S CORP | COM | 5023194 | 17965 | 0 | 100 | |
58155Q103 | 58155Q103 | MCKESSON CORP | COM | 2055476 | 5773 | 0 | 100 | |
552676108 | 552676108 | MDC Holdings Inc | COM | 709144 | 18244 | 0 | 100 | |
595017AU8 | 595017AU8 | MICROCHIP TECHNOLOGY INC | NOTE 0.125%11/1 | 513507 | 460000 | 0 | 100 | |
594918104 | 594918104 | MICROSOFT CORP | COM | 27855546 | 96620 | 0 | 100 | |
60871R209 | 60871R209 | MOLSON COORS BREWING CO | CL B | 1741616 | 33700 | 0 | 100 | |
617446448 | 617446448 | MORGAN STANLEY | COM NEW | 4383151 | 49922 | 0 | 100 | |
620076307 | 620076307 | MOTOROLA INC | COM NEW | 728773 | 2547 | 0 | 100 | |
55345K103 | 55345K103 | MRC Global Inc | COM | 880068 | 90542 | 0 | 100 | |
55354G100 | 55354G100 | MSCI Inc | COM | 2209097 | 3947 | 0 | 100 | |
624756102 | 624756102 | MUELLER INDUSTRIES INC | COM | 571674 | 7780 | 0 | 100 | |
56117J100 | 56117J100 | Malibu Boats Inc | COM CL A | 702972 | 12453 | 0 | 100 | |
56585A102 | 56585A102 | Marathon Petroleum Corp | COM | 2293863 | 17013 | 0 | 100 | |
567908108 | 567908108 | MarineMax Inc | COM | 272838 | 9490 | 0 | 100 | |
570535104 | 570535104 | Markel Corp | COM | 2897166 | 2268 | 0 | 100 | |
57060D108 | 57060D108 | MarketAxess Holdings Inc | COM | 832274 | 2127 | 0 | 100 | |
57164Y107 | 57164Y107 | Marriott Vacations Worldwide C | COM | 496959 | 3685 | 0 | 100 | |
573874104 | 573874104 | Marvell Technology Inc | COM | 437936 | 10114 | 0 | 100 | |
574599106 | 574599106 | Masco Corp | COM | 2049061 | 41212 | 0 | 100 | |
575385109 | 575385109 | Masonite International Corp | COM | 1376073 | 15160 | 0 | 100 | |
57638P104 | 57638P104 | Masterbrand Inc | None | 228408 | 28409 | 0 | 100 | |
57686G105 | 57686G105 | Matson Inc | COM | 3141924 | 52655 | 0 | 100 | |
58470H101 | 58470H101 | Medifast Inc | COM | 262285 | 2530 | 0 | 100 | |
58506Q109 | 58506Q109 | Medpace Holdings Inc | COM | 491751 | 2615 | 0 | 100 | |
G5960L103 | G5960L103 | Medtronic PLC | SHS | 2209633 | 27408 | 0 | 100 | |
58933Y105 | 58933Y105 | Merck & Co Inc | COM | 1865548 | 17535 | 0 | 100 | |
59156R108 | 59156R108 | MetLife Inc | COM | 4236110 | 73112 | 0 | 100 | |
591520200 | 591520200 | Methode Electronics Inc | COM | 483558 | 11020 | 0 | 100 | |
592688105 | 592688105 | Mettler-Toledo International I | COM | 2956365 | 1932 | 0 | 100 | |
595017104 | 595017104 | Microchip Technology Inc | COM | 4577487 | 54637 | 0 | 100 | |
595112103 | 595112103 | Micron Technology Inc | COM | 846691 | 14032 | 0 | 100 | |
596278101 | 596278101 | Middleby Corp/The | COM | 675872 | 4610 | 0 | 100 | |
600544100 | 600544100 | MillerKnoll Inc | COM | 376014 | 18387 | 0 | 100 | |
60786M105 | 60786M105 | Moelis & Co | CL A | 485343 | 12626 | 0 | 100 | |
609839105 | 609839105 | Monolithic Power Systems Inc | COM | 4384730 | 8760 | 0 | 100 | |
615394202 | 615394202 | Moog Inc | CL A | 439270 | 4360 | 0 | 100 | |
620071100 | 620071100 | Motorcar Parts of America Inc | COM | 109852 | 14765 | 0 | 100 | |
626755102 | 626755102 | Murphy USA Inc | COM | 475586 | 1843 | 0 | 100 | |
64110L106 | 64110L106 | NETFLIX INC | COM | 2805989 | 8122 | 0 | 100 | |
64125CAD1 | 64125CAD1 | NEUROCRINE BIOSCIENCES INC | NOTE 2.250% 5/1 | 110003 | 82000 | 0 | 100 | |
65158N102 | 65158N102 | NEWMARK GROUP INC | CL A | 258916 | 36570 | 0 | 100 | |
65339F101 | 65339F101 | NEXTERA ENERGY | COM | 426252 | 5530 | 0 | 100 | |
65339F713 | 65339F713 | NEXTERA ENERGY INC | None | 497567 | 10735 | 0 | 100 | |
654106103 | 654106103 | NIKE INC | CL B | 1952429 | 15920 | 0 | 100 | |
629209305 | 629209305 | NMI Holdings Inc | CL A | 314406 | 14080 | 0 | 100 | |
665859104 | 665859104 | NORTHERN TRUST CORP | COM | 696756 | 7906 | 0 | 100 | |
666807102 | 666807102 | NORTHROP GRUMMAN | COM | 863878 | 1871 | 0 | 100 | |
62955J103 | 62955J103 | NOV Inc | COM | 458400 | 24765 | 0 | 100 | |
629377508 | 629377508 | NRG Energy Inc | COM NEW | 284093 | 8285 | 0 | 100 | |
67066G104 | 67066G104 | NVIDIA Corp | COM | 4759034 | 17133 | 0 | 100 | |
62944T105 | 62944T105 | NVR Inc | COM | 1660512 | 298 | 0 | 100 | |
N6596X109 | N6596X109 | NXP Semiconductors NV | COM | 957177 | 5133 | 0 | 100 | |
64125C109 | 64125C109 | Neurocrine Biosciences Inc | COM | 1157248 | 11433 | 0 | 100 | |
649445103 | 649445103 | New York Community Bancorp Inc | COM | 375567 | 41545 | 0 | 100 | |
651587107 | 651587107 | NewMarket Corp | COM | 561339 | 1538 | 0 | 100 | |
65249B109 | 65249B109 | News Corp | CL A | 216272 | 12523 | 0 | 100 | |
655844108 | 655844108 | Norfolk Southern Corp | COM | 938736 | 4428 | 0 | 100 | |
66987V109 | 66987V109 | Novartis AG | SPONSORED ADR | 3113556 | 33843 | 0 | 100 | |
670100205 | 670100205 | Novo Holdings A/S | ADR | 483785 | 3040 | 0 | 100 | |
67103H107 | 67103H107 | O'Reilly Automotive Inc | COM | 3046140 | 3588 | 0 | 100 | |
674599162 | 674599162 | OCCIDENTAL PETROLEUM CORP | *W EXP 08/03/202 | 576466 | 14136 | 0 | 100 | |
682189105 | 682189105 | ON Semiconductor Corp | COM | 3149152 | 38255 | 0 | 100 | |
682680103 | 682680103 | ONEOK Inc | COM | 1124404 | 17696 | 0 | 100 | |
68389X105 | 68389X105 | ORACLE CORP | COM | 4961463 | 53395 | 0 | 100 | |
674599105 | 674599105 | Occidental Petroleum Corp | COM | 6563453 | 105133 | 0 | 100 | |
679580100 | 679580100 | Old Dominion Freight Line Inc | COM | 1421984 | 4172 | 0 | 100 | |
680033107 | 680033107 | Old National Bancorp/IN | COM | 509199 | 35312 | 0 | 100 | |
680223104 | 680223104 | Old Republic International Cor | COM | 368557 | 14760 | 0 | 100 | |
680665205 | 680665205 | Olin Corp | COM PAR $1 | 836718 | 15076 | 0 | 100 | |
47580P103 | 47580P103 | Onex Partners III LP | COM | 425528 | 33612 | 0 | 100 | |
L72967109 | L72967109 | Orion Engineered Carbons SA | COM | 855700 | 32798 | 0 | 100 | |
68902V107 | 68902V107 | Otis Worldwide Corp | COM | 863074 | 10226 | 0 | 100 | |
689648103 | 689648103 | Otter Tail Corp | COM | 527210 | 7295 | 0 | 100 | |
690732102 | 690732102 | Owens & Minor Inc | COM | 162087 | 11140 | 0 | 100 | |
691497309 | 691497309 | Oxford Industries Inc | COM | 600807 | 5690 | 0 | 100 | |
695127AF7 | 695127AF7 | PACIRA PHARMACEUTICALS | NOTE 0.750% 8/0 | 86866 | 95000 | 0 | 100 | |
69553PAB6 | 69553PAB6 | PAGERDUTY INC. | NOTE 1.250% 7/0 | 169342 | 151000 | 0 | 100 | |
697435AF2 | 697435AF2 | PALO ALTO NETWORKS | NOTE 0.375% 6/0 | 758204 | 376000 | 0 | 100 | |
701094104 | 701094104 | PARKER-HANNIFIN | COM | 766331 | 2280 | 0 | 100 | |
70202LAB8 | 70202LAB8 | PARSONS CORP | NOTE 0.250% 8/1 | 289826 | 263000 | 0 | 100 | |
70509VAA8 | 70509VAA8 | PEBBLEBROOK HOTEL TRUST | NOTE 1.750%12/1 | 168450 | 199000 | 0 | 100 | |
70932AAD5 | 70932AAD5 | PENNYMAC CORP | NOTE 5.500%11/0 | 208505 | 223000 | 0 | 100 | |
713448108 | 713448108 | PEPSICO INC | COM | 5694141 | 31235 | 0 | 100 | |
71375UAF8 | 71375UAF8 | PERFICIENT INC | None | 116790 | 147000 | 0 | 100 | |
69331C140 | 69331C140 | PG&E CORP | UNIT 08/16/2023 | 202109 | 1420 | 0 | 100 | |
718172109 | 718172109 | PHILIP MORRIS INTL | COM | 1331061 | 13687 | 0 | 100 | |
723787107 | 723787107 | PIONEER NATURAL RESOURCE | COM | 1532821 | 7505 | 0 | 100 | |
723787AP2 | 723787AP2 | PIONEER NATURAL RESOURCE | NOTE 0.250% 5/1 | 2685830 | 1258000 | 0 | 100 | |
693475105 | 693475105 | PNC Financial Services Group I | COM | 397442 | 3127 | 0 | 100 | |
693506107 | 693506107 | PPG Industries Inc | COM | 625555 | 4683 | 0 | 100 | |
743315103 | 743315103 | PROGRESSIVE CP(OH) | COM | 4105965 | 28701 | 0 | 100 | |
74348TAT9 | 74348TAT9 | PROSPECT CAPITAL CORP | NOTE 6.375% 3/0 | 116151 | 119000 | 0 | 100 | |
745867101 | 745867101 | PULTE HOMES INC | COM | 535885 | 9195 | 0 | 100 | |
693656100 | 693656100 | PVH Corp | COM | 461938 | 5181 | 0 | 100 | |
695127100 | 695127100 | Pacira BioSciences Inc | COM | 289751 | 7100 | 0 | 100 | |
697435105 | 697435105 | Palo Alto Networks Inc | COM | 1776487 | 8894 | 0 | 100 | |
70202L102 | 70202L102 | Parsons Corp | COM | 1123198 | 25105 | 0 | 100 | |
70450Y103 | 70450Y103 | PayPal Holdings Inc | COM | 635542 | 8369 | 0 | 100 | |
704326107 | 704326107 | Paychex Inc | COM | 1438677 | 12555 | 0 | 100 | |
70432V102 | 70432V102 | Paycom Software Inc | COM | 2924576 | 9620 | 0 | 100 | |
70438V106 | 70438V106 | Paylocity Holding Corp | COM | 518617 | 2609 | 0 | 100 | |
71377A103 | 71377A103 | Performance Food Group Co | COM | 683350 | 11325 | 0 | 100 | |
714046109 | 714046109 | PerkinElmer Inc | COM | 297170 | 2230 | 0 | 100 | |
G8473T100 | G8473T100 | STERIS PLC | SHS USD | 2381245 | 12449 | 0 | 100 | |
71424F105 | 71424F105 | Permian Resources Corp | None | 363101 | 34581 | 0 | 100 | |
98978V103 | 98978V103 | Pfizer Inc | CL A | 2532551 | 15216 | 0 | 100 | |
717081103 | 717081103 | Pfizer Inc | COM | 2042734 | 50067 | 0 | 100 | |
71742Q106 | 71742Q106 | Phibro Animal Health Corp | CL A COM | 270858 | 17680 | 0 | 100 | |
718546104 | 718546104 | Phillips 66 | COM | 1501945 | 14815 | 0 | 100 | |
719405102 | 719405102 | Photronics Inc | COM | 453960 | 27380 | 0 | 100 | |
720190206 | 720190206 | Piedmont Office Realty Trust I | COM CL A | 266238 | 36471 | 0 | 100 | |
72201R775 | 72201R775 | Pimco ETF Trust | ACTIVE BD ETF | 2919649 | 31477 | 0 | 100 | |
723484101 | 723484101 | Pinnacle West Capital Corp | COM | 446834 | 5639 | 0 | 100 | |
73278L105 | 73278L105 | Pool Corp | COM | 4191124 | 12239 | 0 | 100 | |
736508847 | 736508847 | Portland General Electric Co | COM NEW | 571329 | 11686 | 0 | 100 | |
74051N102 | 74051N102 | Premier Inc | CL A | 558868 | 17265 | 0 | 100 | |
741511109 | 741511109 | PriceSmart Inc | COM | 317872 | 4447 | 0 | 100 | |
742718109 | 742718109 | Procter & Gamble Co/The | COM | 2606387 | 17529 | 0 | 100 | |
74340W103 | 74340W103 | Prologis Inc | COM | 751240 | 6021 | 0 | 100 | |
74386T105 | 74386T105 | Provident Financial Services I | COM | 426180 | 22220 | 0 | 100 | |
744573106 | 744573106 | Public Service Enterprise Grou | COM | 302570 | 4845 | 0 | 100 | |
747525103 | 747525103 | QUALCOMM Inc | COM | 2625724 | 20581 | 0 | 100 | |
74758T303 | 74758T303 | Qualys Inc | COM | 2146890 | 16512 | 0 | 100 | |
74762E102 | 74762E102 | Quanta Services Inc | COM | 2089333 | 12538 | 0 | 100 | |
758750103 | 758750103 | REGAL-BELOIT CORP | COM | 753187 | 5352 | 0 | 100 | |
75886F107 | 75886F107 | REGENERON PHARMACEUTICALS | COM | 2983483 | 3631 | 0 | 100 | |
76131D103 | 76131D103 | RESTAURANT BRANDS INTERNATIONA | COM | 452591 | 6741 | 0 | 100 | |
761330AB5 | 761330AB5 | REVANCE THERAPEUTICS INC | NOTE 1.750% 2/1 | 195014 | 159000 | 0 | 100 | |
74967X103 | 74967X103 | RH | COM | 644190 | 2645 | 0 | 100 | |
773903109 | 773903109 | ROCKWELL AUTOMATION | COM | 735385 | 2506 | 0 | 100 | |
776696106 | 776696106 | ROPER INDUSTRIES INC | COM | 964671 | 2189 | 0 | 100 | |
V7780T103 | V7780T103 | ROYAL CARIBBEAN | COM | 629819 | 9645 | 0 | 100 | |
749660106 | 749660106 | RPC Inc | COM | 559524 | 72760 | 0 | 100 | |
750917106 | 750917106 | Rambus Inc | COM | 1010847 | 19720 | 0 | 100 | |
754730109 | 754730109 | Raymond James Financial Inc | COM | 2733744 | 29310 | 0 | 100 | |
75513E101 | 75513E101 | Raytheon Technologies Corp | COM | 6999841 | 71478 | 0 | 100 | |
G7496G103 | G7496G103 | RenaissanceRe Holdings Ltd | COM | 1048780 | 5235 | 0 | 100 | |
760759100 | 760759100 | Republic Services Inc | COM | 1577477 | 11666 | 0 | 100 | |
761152107 | 761152107 | ResMed Inc | COM | 2661166 | 12152 | 0 | 100 | |
767204100 | 767204100 | Rio Tinto PLC | SPONSORED ADR | 824984 | 12026 | 0 | 100 | |
767744105 | 767744105 | Ritchie Bros Auctioneers Inc | COM | 328508 | 5836 | 0 | 100 | |
778296103 | 778296103 | Ross Stores Inc | COM | 2911040 | 27429 | 0 | 100 | |
780287108 | 780287108 | Royal Gold Inc | COM | 516894 | 3985 | 0 | 100 | |
783549108 | 783549108 | Ryder System Inc | COM | 902573 | 10114 | 0 | 100 | |
78409V104 | 78409V104 | S&P Global Inc | COM | 3293932 | 9554 | 0 | 100 | |
79466L302 | 79466L302 | SALESFORCE.COM INC | COM | 2951749 | 14775 | 0 | 100 | |
803607AC4 | 803607AC4 | SAREPTA THERAPEUTICS INC | DEBT 1.250% 9/1 | 406661 | 339000 | 0 | 100 | |
78410G104 | 78410G104 | SBA Communications Corp | CL A | 1621767 | 6212 | 0 | 100 | |
81141RAF7 | 81141RAF7 | SEA LTD | NOTE 2.375%12/0 | 186186 | 153000 | 0 | 100 | |
81369Y209 | 81369Y209 | SELECT SECTOR SPDR | SBI HEALTHCARE | 256201 | 1979 | 0 | 100 | |
81369Y886 | 81369Y886 | SELECT SECTOR SPDR | SBI INT-UTILS | 211870 | 3130 | 0 | 100 | |
816851109 | 816851109 | SEMPRA ENERGY | COM | 1963719 | 12991 | 0 | 100 | |
82452JAB5 | 82452JAB5 | SHIFT4 PAYMENTS INC | NOTE 12/1 | 414853 | 355000 | 0 | 100 | |
826919AD4 | 826919AD4 | SILICON LABORATORIES INC | NOTE 0.625% 6/1 | 150875 | 101000 | 0 | 100 | |
828806109 | 828806109 | SIMON PROP GROUP | COM | 603407 | 5389 | 0 | 100 | |
78454L100 | 78454L100 | SM Energy Co | COM | 408320 | 14500 | 0 | 100 | |
832696405 | 832696405 | SMUCKER(JM)CO | COM NEW | 624917 | 3971 | 0 | 100 | |
83417M104 | 83417M104 | SOLAREDGE TECHNOLOGIES INC | COM | 252886 | 832 | 0 | 100 | |
844741BG2 | 844741BG2 | SOUTHWEST AIRLINES CO | NOTE 1.250% 5/0 | 3319392 | 2922000 | 0 | 100 | |
78467X109 | 78467X109 | SPDR DOW JONES IND | UT SER 1 | 586076 | 1762 | 0 | 100 | |
78463V107 | 78463V107 | SPDR GOLD TRUST | GOLD SHS | 389526 | 2126 | 0 | 100 | |
78464A359 | 78464A359 | SPDR SERIES TRUST | BBG CONV SEC ETF | 2383467 | 35537 | 0 | 100 | |
848637AD6 | 848637AD6 | SPLUNK INC | NOTE 1.125% 9/1 | 403502 | 417000 | 0 | 100 | |
85207H104 | 85207H104 | SPROTT ASSET MANAGEMENT LP/CAN | UNIT | 231900 | 15000 | 0 | 100 | |
78463M107 | 78463M107 | SPS Commerce Inc | COM | 2478074 | 16271 | 0 | 100 | |
852234AF0 | 852234AF0 | SQUARE INC | NOTE 0.125% 3/0 | 287606 | 301000 | 0 | 100 | |
78467J100 | 78467J100 | SS&C Technologies Holdings Inc | COM | 856368 | 15165 | 0 | 100 | |
78463X509 | 78463X509 | SSGA FUNDS MANAGEMENT INC | PORTFOLIO EMG MK | 1381890 | 40489 | 0 | 100 | |
78464A763 | 78464A763 | SSGA Funds Management Inc | S&P DIVID ETF | 1566663 | 12664 | 0 | 100 | |
78462F103 | 78462F103 | SSgA Funds Management Inc | TR UNIT | 142974357 | 349238 | 0 | 100 | |
85254J102 | 85254J102 | STAG Industrial Inc | COM | 694290 | 20529 | 0 | 100 | |
855244109 | 855244109 | STARBUCKS CORP | COM | 2772774 | 26628 | 0 | 100 | |
78467Y107 | 78467Y107 | STATE STREET ETF/USA | UTSER1 S&PDCRP | 27039314 | 58985 | 0 | 100 | |
86333MAA6 | 86333MAA6 | STRIDE INC | NOTE 1.125% 9/0 | 120875 | 122000 | 0 | 100 | |
866082AA8 | 866082AA8 | SUMMIT HOTEL PPTYS INC | NOTE 1.500% 2/1 | 235318 | 275000 | 0 | 100 | |
87166B102 | 87166B102 | SYNEOS HEALTH INC | CL A | 706879 | 19845 | 0 | 100 | |
78573L106 | 78573L106 | Sabra Health Care REIT Inc | COM | 232185 | 20190 | 0 | 100 | |
78709Y105 | 78709Y105 | Saia Inc | COM | 2135828 | 7850 | 0 | 100 | |
80105N105 | 80105N105 | Sanofi | SPONSORED ADR | 7238676 | 133015 | 0 | 100 | |
806037107 | 806037107 | ScanSource Inc | COM | 521955 | 17147 | 0 | 100 | |
806857108 | 806857108 | Schlumberger NV | COM STK | 2507734 | 51074 | 0 | 100 | |
81282V100 | 81282V100 | SeaWorld Entertainment Inc | COM | 457618 | 7464 | 0 | 100 | |
81211K100 | 81211K100 | Sealed Air Corp | COM | 494588 | 10773 | 0 | 100 | |
817565104 | 817565104 | Service Corp International/US | COM | 227180 | 3303 | 0 | 100 | |
81762P102 | 81762P102 | ServiceNow Inc | COM | 3414762 | 7348 | 0 | 100 | |
780259305 | 780259305 | Shell PLC | SPON ADS | 2322314 | 40360 | 0 | 100 | |
824348106 | 824348106 | Sherwin-Williams Co/The | COM | 1646665 | 7326 | 0 | 100 | |
83088M102 | 83088M102 | Skyworks Solutions Inc | COM | 1454457 | 12328 | 0 | 100 | |
83175M205 | 83175M205 | Smith & Nephew PLC | SPDN ADR NEW | 314657 | 11274 | 0 | 100 | |
833034101 | 833034101 | Snap-on Inc | COM | 531307 | 2152 | 0 | 100 | |
833635105 | 833635105 | Sociedad Quimica y Minera de C | SPON ADR SER B | 502248 | 6196 | 0 | 100 | |
835699307 | 835699307 | Sony Group Corp | SPONSORED ADR | 283644 | 3129 | 0 | 100 | |
842587107 | 842587107 | Southern Co/The | COM | 669569 | 9623 | 0 | 100 | |
844895102 | 844895102 | Southwest Gas Holdings Inc/New | COM | 306630 | 4910 | 0 | 100 | |
84790A105 | 84790A105 | Spectrum Brands Holdings Inc | COM | 350502 | 5293 | 0 | 100 | |
85207K107 | 85207K107 | Sprott Asset Management CEFs | TR UNIT | 100080 | 12000 | 0 | 100 | |
857477103 | 857477103 | State Street Corp | COM | 2962431 | 39139 | 0 | 100 | |
78463X434 | 78463X434 | State Street ETF/USA | MSCI EAFE STRTGC | 27403167 | 395314 | 0 | 100 | |
78468R812 | 78468R812 | State Street ETF/USA | MSCI USA STRTGIC | 13595575 | 117274 | 0 | 100 | |
78468R663 | 78468R663 | State Street Global Advisors Inc | BLOOMBERG 1-3 MO | 8135344 | 88601 | 0 | 100 | |
78463X475 | 78463X475 | State Street Global Advisors Inc | PORTFLI MSCI GBL | 3879786 | 77798 | 0 | 100 | |
78468R788 | 78468R788 | State Street Global Advisors Inc | PRTFLO S&P500 HI | 8154420 | 214590 | 0 | 100 | |
81369Y860 | 81369Y860 | State Street Global Advisors Inc | RL EST SEL SEC | 349503 | 9350 | 0 | 100 | |
858155203 | 858155203 | Steelcase Inc | CL A | 672438 | 79862 | 0 | 100 | |
860630102 | 860630102 | Stifel Financial Corp | COM | 815797 | 13806 | 0 | 100 | |
861896108 | 861896108 | StoneX Group Inc | COM | 416191 | 4020 | 0 | 100 | |
863667101 | 863667101 | Stryker Corp | COM | 3751076 | 13140 | 0 | 100 | |
866674104 | 866674104 | Sun Communities Inc | COM | 1935551 | 13739 | 0 | 100 | |
871607107 | 871607107 | Synopsys Inc | COM | 3916962 | 10141 | 0 | 100 | |
871829107 | 871829107 | Sysco Corp | COM | 2162980 | 28007 | 0 | 100 | |
74144T108 | 74144T108 | T Rowe Price Group Inc | COM | 738931 | 6545 | 0 | 100 | |
872590104 | 872590104 | T-Mobile US Inc | COM | 3094941 | 21368 | 0 | 100 | |
H84989104 | H84989104 | TE Connectivity Ltd | SHS | 3427211 | 26132 | 0 | 100 | |
88076W103 | 88076W103 | TERADATA CORP | COM | 875486 | 21735 | 0 | 100 | |
880779103 | 880779103 | TEREX CORP | COM | 617232 | 12758 | 0 | 100 | |
882508104 | 882508104 | TEXAS INSTRUMENTS | COM | 3464995 | 18628 | 0 | 100 | |
87241L109 | 87241L109 | TFI International Inc | COM | 761667 | 6385 | 0 | 100 | |
88688TAB6 | 88688TAB6 | TILRAY BRANDS INC | NOTE 5.000%10/0 | 88516 | 90000 | 0 | 100 | |
872540109 | 872540109 | TJX Cos Inc/The | COM | 2415682 | 30828 | 0 | 100 | |
892356106 | 892356106 | TRACTOR SUPPLY CO | COM | 2541957 | 10815 | 0 | 100 | |
893641100 | 893641100 | TRANSDIGM INC | COM | 1608243 | 2182 | 0 | 100 | |
893830BT5 | 893830BT5 | TRANSOCEAN INC | DEB 4.000%12/1 | 288304 | 196000 | 0 | 100 | |
874039100 | 874039100 | TSMC | SPONSORED ADS | 1230096 | 13224 | 0 | 100 | |
902252AB1 | 902252AB1 | TYLER TECHNOLOGIES INC | NOTE 0.250% 3/1 | 242570 | 254000 | 0 | 100 | |
874054109 | 874054109 | Take-Two Interactive Software | COM | 1382210 | 11586 | 0 | 100 | |
875465106 | 875465106 | Tanger Factory Outlet Centers | COM | 580067 | 29550 | 0 | 100 | |
876030107 | 876030107 | Tapestry Inc | COM | 1069817 | 24816 | 0 | 100 | |
87612E106 | 87612E106 | Target Corp | COM | 1103758 | 6664 | 0 | 100 | |
87874R100 | 87874R100 | TechTarget Inc | COM | 540175 | 14955 | 0 | 100 | |
879360105 | 879360105 | Teledyne Technologies Inc | COM | 3138678 | 7016 | 0 | 100 | |
88023U101 | 88023U101 | Tempur Sealy International Inc | COM | 1107892 | 28055 | 0 | 100 | |
88033G407 | 88033G407 | Tenet Healthcare Corp | COM NEW | 435549 | 7330 | 0 | 100 | |
88160R101 | 88160R101 | Tesla Inc | COM | 2477280 | 11941 | 0 | 100 | |
88262P102 | 88262P102 | Texas Pacific Land Corp | COM | 340204 | 200 | 0 | 100 | |
882681109 | 882681109 | Texas Roadhouse Inc | COM | 241190 | 2232 | 0 | 100 | |
883556102 | 883556102 | Thermo Fisher Scientific Inc | COM | 2812686 | 4880 | 0 | 100 | |
89151E109 | 89151E109 | TotalEnergies SE | SPONSORED ADS | 1106538 | 18739 | 0 | 100 | |
88339J105 | 88339J105 | Trade Desk Inc/The | COM CL A | 1765233 | 28981 | 0 | 100 | |
G8994E103 | G8994E103 | Trane Technologies PLC | SHS | 4122072 | 22405 | 0 | 100 | |
896215209 | 896215209 | TriMas Corp | COM NEW | 662344 | 23774 | 0 | 100 | |
896239100 | 896239100 | Trimble Inc | COM | 1395892 | 26629 | 0 | 100 | |
G9078F107 | G9078F107 | Triton International Ltd | CL A | 581624 | 9200 | 0 | 100 | |
89785X101 | 89785X101 | TrueBlue Inc | COM | 460308 | 25860 | 0 | 100 | |
89832Q109 | 89832Q109 | Truist Financial Corp | COM | 1460572 | 42832 | 0 | 100 | |
90353TAJ9 | 90353TAJ9 | UBER TECHNOLOGIES INC | NOTE 12/1 | 310562 | 353000 | 0 | 100 | |
H42097107 | H42097107 | UBS AG | SHS | 1414522 | 66285 | 0 | 100 | |
90278Q108 | 90278Q108 | UFP INDUSTRIES INC | COM | 213615 | 2688 | 0 | 100 | |
902973304 | 902973304 | US Bancorp | COM NEW | 1159693 | 32169 | 0 | 100 | |
912008109 | 912008109 | US Foods Holding Corp | COM | 289462 | 7836 | 0 | 100 | |
90328M107 | 90328M107 | USANA Health Sciences Inc | COM | 467536 | 7433 | 0 | 100 | |
911312106 | 911312106 | UTD PARCEL SERV | CL B | 2890645 | 14901 | 0 | 100 | |
90353T100 | 90353T100 | Uber Technologies Inc | COM | 455022 | 14354 | 0 | 100 | |
90353W103 | 90353W103 | Ubiquiti Inc | COM | 219254 | 807 | 0 | 100 | |
90384S303 | 90384S303 | Ulta Beauty Inc | COM | 2336559 | 4282 | 0 | 100 | |
90385V107 | 90385V107 | Ultra Clean Holdings Inc | COM | 352590 | 10633 | 0 | 100 | |
904708104 | 904708104 | UniFirst Corp/MA | COM | 330079 | 1873 | 0 | 100 | |
904767704 | 904767704 | Unilever PLC | SPON ADR NEW | 1664513 | 32053 | 0 | 100 | |
907818108 | 907818108 | Union Pacific Corp | COM | 2360579 | 11729 | 0 | 100 | |
911363109 | 911363109 | United Rentals Inc | COM | 1949910 | 4927 | 0 | 100 | |
91324P102 | 91324P102 | UnitedHealth Group Inc | COM | 8882802 | 18796 | 0 | 100 | |
913456109 | 913456109 | Universal Corp/VA | COM | 528318 | 9989 | 0 | 100 | |
915271100 | 915271100 | Univest Financial Corp | COM | 347649 | 14644 | 0 | 100 | |
91879QAN9 | 91879QAN9 | VAIL RESORTS INC | NOTE 1/0 | 150939 | 169000 | 0 | 100 | |
922908363 | 922908363 | VANGUARD | S&P 500 ETF SHS | 3837043 | 10203 | 0 | 100 | |
922042858 | 922042858 | VANGUARD ETF/USA | FTSE EMR MKT ETF | 3374370 | 83524 | 0 | 100 | |
92206C409 | 92206C409 | VANGUARD ETF/USA | SHRT TRM CORP BD | 920249 | 12072 | 0 | 100 | |
922020805 | 922020805 | VANGUARD ETF/USA | STRM INFPROIDX | 26698002 | 558302 | 0 | 100 | |
922908769 | 922908769 | VANGUARD ETF/USA | TOTAL STK MKT | 11883110 | 58222 | 0 | 100 | |
921909768 | 921909768 | VANGUARD ETF/USA | VG TL INTL STK F | 10575807 | 191556 | 0 | 100 | |
92206C680 | 92206C680 | VANGUARD ETF/USA | VNG RUS1000GRW | 52515917 | 835044 | 0 | 100 | |
92206C714 | 92206C714 | VANGUARD ETF/USA | VNG RUS1000VAL | 6160951 | 92216 | 0 | 100 | |
921937827 | 921937827 | VANGUARD GROUP | SHORT TRM BOND | 4897578 | 64029 | 0 | 100 | |
92203J407 | 92203J407 | VANGUARD GROUP INC/THE | TOTAL INT BD ETF | 5796971 | 118499 | 0 | 100 | |
921946406 | 921946406 | VANGUARD WHITEHALL | HIGH DIV YLD | 20072008 | 190256 | 0 | 100 | |
92343XAC4 | 92343XAC4 | VERINT SYSTEMS INC | NOTE 0.250% 4/1 | 249395 | 282000 | 0 | 100 | |
92343V104 | 92343V104 | VERIZON COMMUN | COM | 1959278 | 50380 | 0 | 100 | |
925652109 | 925652109 | VICI Properties Inc | COM | 1000586 | 30674 | 0 | 100 | |
92826C839 | 92826C839 | VISA INC | COM CL A | 6059913 | 26878 | 0 | 100 | |
928298AP3 | 928298AP3 | VISHAY INTERTECHNOLOGY | NOTE 2.250% 6/1 | 74444 | 75000 | 0 | 100 | |
928563402 | 928563402 | VMware Inc | CL A COM | 3470830 | 27800 | 0 | 100 | |
91912E105 | 91912E105 | Vale SA | SPONSORED ADS | 552032 | 34983 | 0 | 100 | |
91913Y100 | 91913Y100 | Valero Energy Corp | COM | 294556 | 2110 | 0 | 100 | |
92047W101 | 92047W101 | Valvoline Inc | COM | 676438 | 19360 | 0 | 100 | |
921910733 | 921910733 | Vanguard ETF/USA | ESG US STK ETF | 1577692 | 22001 | 0 | 100 | |
92204A702 | 92204A702 | Vanguard ETF/USA | INF TECH ETF | 493402 | 1280 | 0 | 100 | |
921937819 | 921937819 | Vanguard ETF/USA | INTERMED TERM | 4265746 | 55587 | 0 | 100 | |
921946794 | 921946794 | Vanguard ETF/USA | INTL HIGH ETF | 27658630 | 446467 | 0 | 100 | |
922908553 | 922908553 | Vanguard ETF/USA | REAL ESTATE ETF | 1399722 | 16856 | 0 | 100 | |
922908744 | 922908744 | Vanguard ETF/USA | VALUE ETF | 53016241 | 383870 | 0 | 100 | |
921943858 | 921943858 | Vanguard ETF/USA | VAN FTSE DEV MKT | 2704960 | 59884 | 0 | 100 | |
922908652 | 922908652 | Vanguard Group Inc/The | EXTEND MKT ETF | 1477428 | 10538 | 0 | 100 | |
922908637 | 922908637 | Vanguard Group Inc/The | LARGE CAP ETF | 13858500 | 74185 | 0 | 100 | |
92206C771 | 92206C771 | Vanguard Group Inc/The | MTG-BKD SECS ETF | 1743716 | 37459 | 0 | 100 | |
92206C664 | 92206C664 | Vanguard Group Inc/The | VNG RUS2000IDX | 1946088 | 26999 | 0 | 100 | |
92214X106 | 92214X106 | Varex Imaging Corp | COM | 204219 | 11227 | 0 | 100 | |
922475108 | 922475108 | Veeva Systems Inc | CL A COM | 626724 | 3410 | 0 | 100 | |
92337F107 | 92337F107 | Veracyte Inc | COM | 244854 | 10980 | 0 | 100 | |
92345Y106 | 92345Y106 | Verisk Analytics Inc | COM | 878144 | 4577 | 0 | 100 | |
92511U102 | 92511U102 | Verra Mobility Corp | CL A COM STK | 822803 | 48629 | 0 | 100 | |
92532F100 | 92532F100 | Vertex Pharmaceuticals Inc | COM | 1862063 | 5910 | 0 | 100 | |
92552V100 | 92552V100 | Viasat Inc | COM | 673788 | 19911 | 0 | 100 | |
928377100 | 928377100 | Vista Outdoor Inc | COM | 275437 | 9940 | 0 | 100 | |
92840M102 | 92840M102 | Vistra Corp | COM | 933192 | 38883 | 0 | 100 | |
928881101 | 928881101 | Vontier Corp | COM | 966824 | 35363 | 0 | 100 | |
929042109 | 929042109 | Vornado Realty Trust | SH BEN INT | 643557 | 41871 | 0 | 100 | |
929160109 | 929160109 | Vulcan Materials Co | COM | 940835 | 5484 | 0 | 100 | |
93627C101 | 93627C101 | WARRIOR MET COAL INC | COM | 398671 | 10860 | 0 | 100 | |
94106L109 | 94106L109 | WASTE MANAGEMENT | COM | 1140395 | 6989 | 0 | 100 | |
942622200 | 942622200 | WATSCO INC | COM | 2399245 | 7541 | 0 | 100 | |
949746101 | 949746101 | WELLS FARGO & CO | COM | 8007768 | 214226 | 0 | 100 | |
949746804 | 949746804 | WELLS FARGO & COMPANY | PERP PFD CNV A | 726923 | 618 | 0 | 100 | |
95040Q104 | 95040Q104 | WELLTOWER INC COM | COM | 368988 | 5147 | 0 | 100 | |
95082P105 | 95082P105 | WESCO International Inc | COM | 1261974 | 8166 | 0 | 100 | |
958102AP0 | 958102AP0 | WESTERN DIGITAL CORP | NOTE 1.500% 2/0 | 360536 | 374000 | 0 | 100 | |
971378104 | 971378104 | WILLSCOT MOBIL MINI HL | COM CL A | 1179360 | 25157 | 0 | 100 | |
97717W505 | 97717W505 | WISDOMTREE ASSET MANAGEMENT INC | US MIDCAP DIVID | 9745249 | 237805 | 0 | 100 | |
97717W406 | 97717W406 | WISDOMTREE ETFS/USA | US AI ENHANCED | 956839 | 10439 | 0 | 100 | |
97717W208 | 97717W208 | WISDOMTREE ETFS/USA | US HIGH DIVIDEND | 364209 | 4427 | 0 | 100 | |
98139AAB1 | 98139AAB1 | WORKIVA INC | None | 204114 | 145000 | 0 | 100 | |
929328102 | 929328102 | WSFS Financial Corp | COM | 394604 | 10492 | 0 | 100 | |
98156Q108 | 98156Q108 | WWE | CL A | 354637 | 3886 | 0 | 100 | |
931427108 | 931427108 | Walgreens Boots Alliance Inc | COM | 274220 | 7930 | 0 | 100 | |
931142103 | 931142103 | Walmart Inc | COM | 3213378 | 21793 | 0 | 100 | |
254687106 | 254687106 | Walt Disney Co/The | COM | 3822562 | 38176 | 0 | 100 | |
934423104 | 934423104 | Warner Bros Discovery Inc | COM SER A | 523019 | 34637 | 0 | 100 | |
938824109 | 938824109 | Washington Federal Inc | COM | 434632 | 14430 | 0 | 100 | |
941848103 | 941848103 | Waters Corp | COM | 531325 | 1716 | 0 | 100 | |
947890109 | 947890109 | Webster Financial Corp | COM | 493381 | 12516 | 0 | 100 | |
955306105 | 955306105 | West Pharmaceutical Services I | COM | 2322388 | 6703 | 0 | 100 | |
G9618E107 | G9618E107 | White Mountains Insurance Grou | COM | 787924 | 572 | 0 | 100 | |
969457100 | 969457100 | Williams Cos Inc/The | COM | 2904094 | 97257 | 0 | 100 | |
969904101 | 969904101 | Williams-Sonoma Inc | COM | 1256748 | 10330 | 0 | 100 | |
G96629103 | G96629103 | Willis Towers Watson PLC | SHS | 714569 | 3075 | 0 | 100 | |
98138H101 | 98138H101 | Workday Inc | CL A | 2878548 | 13937 | 0 | 100 | |
98139A105 | 98139A105 | Workiva Inc | COM CL A | 495153 | 4835 | 0 | 100 | |
98389B100 | 98389B100 | Xcel Energy Inc | COM | 885892 | 13136 | 0 | 100 | |
988498101 | 988498101 | YUM BRANDS INC | COM | 1110000 | 8404 | 0 | 100 | |
98954MAH4 | 98954MAH4 | ZILLOW GROUP INC | NOTE 2.750% 5/1 | 193158 | 189000 | 0 | 100 | |
98956P102 | 98956P102 | ZIMMER HLDGS INC | COM | 868741 | 6724 | 0 | 100 | |
98980GAB8 | 98980GAB8 | ZSCALER INC | NOTE 0.125% 7/0 | 153957 | 146000 | 0 | 100 | |
989207105 | 989207105 | Zebra Technologies Corp | CL A | 713274 | 2243 | 0 | 100 | |
464287440 | 464287440 | iShares ETFs/USA | 7-10 YR TRSY BD | 8083632 | 81554 | 0 | 100 | |
464287226 | 464287226 | iShares ETFs/USA | CORE US AGGBD ET | 29254902 | 293606 | 0 | 100 | |
46435U549 | 46435U549 | iShares ETFs/USA | ESG AWR US AGRGT | 1116818 | 23238 | 0 | 100 | |
464288281 | 464288281 | iShares ETFs/USA | JPMORGAN USD EMG | 16210373 | 187881 | 0 | 100 | |
464288240 | 464288240 | iShares ETFs/USA | MSCI ACWI EX US | 3132253 | 64225 | 0 | 100 | |
G6700G107 | G6700G107 | nVent Electric PLC | SHS | 1190554 | 27726 | 0 | 100 |