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PalanorPalanor

Congressional stock trades · Member

Daniel S. Goldman

Representative · NY-10 · Democrat

1,307 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 3 annual reports are below.

Current committees: House Committee on Homeland Security; House Committee on the Judiciary.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2025-03-282025-02-1145MemberSPGIS&P Global Inc. Common StockSale$15,001 - $50,000Clerk →
2023-09-172023-08-0345MemberSIG GROUP AG UNSP/ADRSale$1,001 - $15,000Clerk →
2023-09-172023-08-0345MemberWTKWYWolters Kluwer N V Ord American Depositary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1925MemberNOCNorthrop Grumman CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1430MemberTHOThor Industries, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberTELTE Connectivity Ltd. New Switzerland Registered SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberTAT&T Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberAPTVAptiv PLC Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberVTRVentas, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberKOCoca-Cola CompanySale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberCOINCoinbase Global, Inc. - Class ASale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberJNJJohnson & JohnsonSale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberTSNTyson Foods, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberTMUST-Mobile US, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberABBVAbbVie Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberFFord Motor CompanySale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberMOAltria Group, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberDARDarling Ingredients Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberMRKMerck & Company, Inc. Common StockSale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberPLDProLogis, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1430MemberZTSZoetis Inc. Class ASale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPKPark Hotels & Resorts Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberBMYBristol-Myers Squibb CompanySale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberCIENCiena CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberLMTLockheed Martin CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberCNCCentene CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberESSEssex Property Trust, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberAAPAdvance Auto Parts Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberLHXL3Harris Technologies, Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberKLICKulicke and Soffa Industries, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberMRKMerck & Company, Inc. Common StockSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEIXEdison InternationalSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberUDRUDR, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberAREAlexandria Real Estate Equities, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberJAZZJazz Pharmaceuticals plc - Ordinary SharesSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberABBVAbbVie Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberRWTRedwood Trust, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPLDProLogis, Inc.Sale$100,001 - $250,000Clerk →
2023-08-132023-07-1232MemberSBACSBA Communications Corporation - Class ASale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberVZVerizon Communications Inc.Sale$100,001 - $250,000Clerk →
2023-08-132023-07-1232MemberRLAYRelay Therapeutics, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberCBUCommunity Bank System, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberBELFBBel Fuse Inc. - Class BSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEQIXEquinix, Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberMOHMolina Healthcare IncSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberCHPTChargePoint Holdings, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberDRHDiamondrock Hospitality CompanySale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEquity Residential Common Shares of Beneficial InterestSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberIOTSamsara Inc. Class ASale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberBeiGene, Ltd. - American Depositary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberAlexander & Baldwin, Inc. Common Stock REIT Holding CompanySale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberSTTState Street CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberCFGCitizens Financial Group, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberAvalonBay Communities, Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberIRTIndependence Realty Trust, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberTFCTruist Financial CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberUEUrban Edge Properties Common Shares of Beneficial InterestSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberFERGFerguson plc Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberCLVTClarivate Plc Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberADCAgree Realty CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPYPLPayPal Holdings, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberURIUnited Rentals, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberBFSSaul Centers, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberQDELQuidelOrtho CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberMAAMid-America Apartment Communities, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberDGDollar General CorporationSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberANETArista Networks, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberINNSummit Hotel Properties, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEXCExelon CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberKHCThe Kraft Heinz CompanySale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEPREPR PropertiesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberSMART Global Holdings, Inc. - Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEPRTEssential Properties Realty Trust, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberSCHWCharles Schwab CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberPGRProgressive CorporationSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberMTBM&T Bank CorporationSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberNXRTNexPoint Residential Trust, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberSYYSysco CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberMELIMercadoLibre, Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberTMUST-Mobile US, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberNVONovo Nordisk A/SSale$100,001 - $250,000Clerk →
2023-08-132023-07-1232MemberFNFabrinet Ordinary SharesSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberHSTHost HotelsSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberTAT&T Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberFCPTFour Corners Property Trust, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPLTKPlaytika Holding Corp.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberLBTYALiberty Global plc - Class A Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPDPagerDuty, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPHINPHINIA Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberTEAMAtlassian Corporation - Class ASale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberCTRECareTrust REIT, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberMMM3M CompanySale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberTFXTeleflex IncorporatedSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberPODDInsulet CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberUSBU.S. BancorpSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberDLTRDollar Tree, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberDDominion Energy, Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberPECOPhillips Edison & Company, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberSBGISinclair, Inc. - Class ASale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberGTYGetty Realty CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberIIPRInnovative Industrial Properties, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberCUBECubeSmart Common SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEPAMEPAM Systems, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberNational Storage Affiliates Trust Common Shares of Beneficial InterestSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberKDPKeurig Dr Pepper Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberAMCXAMC Networks Inc. - Class ASale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberHEI.AHeico CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberCAGConAgra Brands, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberUrstadt Biddle Properties Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberSLGSL Green Realty CorpSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberCCICrown Castle Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberICHRIchor Holdings - Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberESEversource EnergySale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberBEPCBrookfield Renewable Corporation Class A Subordinate Voting SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberLBTYKLiberty Global plc - Class C Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberJBGSJBG SMITH Properties Common SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberKRGKite Realty Group TrustSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberOGSONE Gas, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberRetail Opportunity Investments Corp.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberRLJRLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par valueSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberFISFidelity National Information Services, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberPSAPublic StorageSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberCBChubb LimitedSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberYUMCYum China Holdings, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberCadence BankSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberUNHUnitedHealth Group Incorporated Common StockSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberSTXSeagate Technology Holdings PLC - Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPEBPebblebrook Hotel Trust Common Shares of Beneficial InterestSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberKRKroger CompanySale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberRTXRTX CorporationSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberSKTTanger Factory Outlet Centers, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberFNFFNF Group of Fidelity National Financial, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberParamount Global - Class ASale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberAMTAmerican Tower CorporationSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberSHOSunstone Hotel Investors, Inc. Sunstone Hotel Investors, Inc. Common SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberTNDMTandem Diabetes Care, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberPFEPfizer, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberBXPBoston Properties, Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberAVTRAvantor, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberHHHHoward Hughes CorporationSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberAMCRAmcor plc Ordinary SharesSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberIRMIron Mountain IncorporatedSale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberWPMWheaton Precious Metals Corp Common SharesSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberLife Storage, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberMKTXMarketAxess Holdings, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberAlteryx, Inc. Class ASale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberKRCKilroy Realty CorporationSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberDOCHealthpeak Properties, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberTMOThermo Fisher Scientific IncSale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberWELLWelltower Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberMOSMosaic CompanySale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberEverbridge, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberGILDGilead Sciences, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberUPSUnited Parcel Service, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberKOCoca-Cola CompanySale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberADMArcher-Daniels-Midland CompanySale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberEXRExtra Space Storage IncSale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberMRNAModerna, Inc.Sale$50,001 - $100,000Clerk →
2023-08-132023-07-1232MemberTRIPTripAdvisor, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberIFFInternational Flavors & Fragrances, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberMOAltria Group, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberRBARB Global, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberLVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary ReceiptSale$100,001 - $250,000Clerk →
2023-08-132023-07-1232MemberINVHInvitation Homes Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberSRSpire Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1232MemberHALOHalozyme Therapeutics, Inc.Sale$15,001 - $50,000Clerk →
2023-08-132023-07-1232MemberENTAEnanta Pharmaceuticals, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1133MemberN Y S ENV FACS CORP REV 5% 05/15/26 MN REVOLVING FDS BDS 2023 A GREEN BOND BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberNY ST ENV FACS CORP ST REV 5.0000% 06/15/28-CA JD CLEAN WTR& DRINKG WTR SUB- REVOLVING FDS-SER ASale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberNEW YORK ST DORM AUTH SALES REV 5% 03/15/24 MS TAX REV ST SUPPORTEDDEBT REV BDS 2017 A SR LIENSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberN Y CITY MUN WTR FIN AUTH WTR SWR SYS REV 5% 06/15/28-CA JD WATER AND SEWER SYSTEM SECOND GEN RESOLUTION BEO SUB LIENSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberNEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2021 E BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberN Y CITY TRANSITIONAL FIN AUTH REV 5% 08/01/27 FA FUTURE TAX SECURED TAX-EXEMPT SUBORDINATE BONDS BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberN Y S DORM AUTH REVS NON ST SU REV 5% 10/01/26 AO SCH DISTS BD FING PROGRAM BDS 2023 A INS BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberNEW YORK ST DORM AUTH ST PERS REV 5% 03/15/28 MS INCOME TAX REV GEN PURP BDS 2022 A BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberLEE CNTY FLA WTR & SWR REV REV 5% 10/01/38 AO REV BDS A PRERE 10/01/23 BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberN Y S DORM AUTH REVS NON ST SU REV 5% 10/01/29 AO SCH DISTS FING PROGRAM BDS 2022 A BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberNEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25 JJ FIN AUTH BLDG AIDREV FISCAL 2023-SER S-1-SUBSER BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberNY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MS TX ISSUS DTD PR TO 10/14/11 GEN PURP-SER A BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberN Y CITY TRANSITIONAL FIN AUTH REV 5% 11/01/30 MN FUTURE TAX SECURED SUBORDINATE BONDS FISCAL 2021 BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberN Y ST ENV FACS CORP REV 5% 06/15/25 JD REVOLVNG FD SUB SRF BDS BEO SUB LIENSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberN Y S DORM AUTH REVS NON ST SU REV 5% 10/01/28 AO SCH DIST FING PROGRAM BDS 2022C BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberN Y CITY MUN WTR FIN AUTH REV 5.0000% 06/15/31 JD WATER AND SEWER SYSTEM SECOND GENERAL RESOLUTION BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberWEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JD DIST BDS 2023 UT BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberNEW YORK N Y GO 5% 08/01/27 FA GO BDS FISCAL 2023 C UT BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberN Y ST ENV FACS CORP REV 5% 09/15/28-CA MS ST REVOLVING FDS-SER D GREEN BONDS BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberNEW YORK N Y CITY TRANSITIONAL REV 5.0000% 07/15/27 JJ FIN AUTH BLDG AIDREV BDS 2019 S-3A GUA BEO TX EXMPT BDSSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberNEW YORK N Y GO 5% 08/01/29-CA FA GO BDS A-2 UT BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberSCHENECTADY N Y GO 4% 05/01/26 MN PUB IMPT BDS 2023 UT INS BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberHICKSVILLE N Y WTR DIST GO 5% 03/01/27 MS BDS 2022 UT BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberLUMNLumen Technologies, Inc.Sale$1,001 - $15,000Clerk →
2023-08-132023-07-1133MemberTHE CITY OF NEW YORK GO 5.0000% 08/01/28-CA FA GENERAL OBLIGATION BONDS FISCAL 2018 SERIES ASale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberDORM AUTH OF THE STATE OF NY REV 5.0000% 10/01/26 AO SCH DISTS REV BD FING PROG REV BONDS SER 2017ASale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberNEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2022 A BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberUPPER MOHAWK VY REGL WTR FIN REV 5% 04/01/30 AO AUTH NY WTR SYS REV BDS 2023 GREEN BOND INS BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberN Y N Y CITY TRANSITIONAL FIN REV 5% 11/01/30 MN FUTURE TAX SECD SUB BDS FISCAL 2023 SUB E1 BEO SUB LIENSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberCOLONIE N Y GO 4% 03/08/24 MS BD ANTIC NTS 2023 B UT BEOSale$250,001 - $500,000Clerk →
2023-08-132023-07-1133MemberLOCKPORT CITY N Y SCH DIST GO 5% 04/15/28 AO BDS 2023 UT BNK QUAL BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberWILLIAM FLOYD UN FREE SCH DIST GO 5% 06/15/25 JD N Y MASTICS-MORICHES-SHIRLEY LIBR BDS 2023 UT BEOSale$100,001 - $250,000Clerk →
2023-08-132023-07-1133MemberHEMPSTEAD N Y UN FREE SCH DIST GO 4% 04/19/24 AO GO BD ANTIC NTS 2023 A UT BEOSale$250,001 - $500,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2023 report.

1,682 assets with a value on the report filed 2024-08-13, 1133 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
12 West Capital Fund LPOtherMember$500,001 - $1,000,000
378 Greenwich Restaurant LLCOtherMember$100,001 - $250,000
Cypress Point Technology Fund LPOtherMember$100,001 - $250,000
Exchange Place (Equity Only) All Cap LPOtherMember$1,000,001 - $5,000,000
EXCHANGE PLACE (EQUITY ONLY): ALL CAP LPOtherMember$500,001 - $1,000,000
Gilder Gagnon Howe & Co, (J.D.)OtherMember$1,000,001 - $5,000,000
Jottshots!OtherMember$500,001 - $1,000,000
Schwab - Money Market FundOtherMember$1,001 - $15,000
WBF Southampton LLCOtherMember$15,001 - $50,000
Wishbone Farm Ventures, LLCOtherMember$15,001 - $50,000
ABTAbbott LaboratoriesStockMemberNone
ABBVAbbVie Inc.StockMemberNone
ACNAccenture plc Class A Ordinary SharesStockMemberNone
ADBEAdobe Inc.StockMemberNone
AAPAdvance Auto Parts Inc.StockMemberNone
ASIXAdvanSix Inc. Common StockStockMemberNone
AFRMAffirm Holdings, Inc. - Class A Common StockStockMemberNone
AGNCAGNC Investment Corp.StockMemberNone
Altice USA, Inc. Class AStockMemberNone
AMZNAmazon.com, Inc.StockMemberNone
AMTAmerican Tower CorporationStockMemberNone
AMGNAmgen Inc.StockMemberNone
NLYAnnaly Capital Management Inc.StockMemberNone
APLEApple Hospitality REIT, Inc. Common SharesStockMemberNone
AAPLApple Inc.StockMemberNone
ADMArcher-Daniels-Midland CompanyStockMemberNone
ADSKAutodesk, Inc.StockMemberNone
ADPAutomatic Data Processing, Inc.StockMemberNone
CARAvis Budget Group, Inc. - Common StockStockMemberNone
BKRBaker Hughes CompanyStockMemberNone
BDXBecton, Dickinson and CompanyStockMemberNone
BRK.BBerkshire Hathaway Inc. NewStockMemberNone
BLKBlackRock, Inc.StockMemberNone
BABoeing CompanyStockMemberNone
BKNGBooking Holdings Inc.StockMemberNone
AVGOBroadcom Inc.StockMemberNone
KMXCarMax IncStockMemberNone
CenturyLink, Inc.StockMemberNone
CFCF Industries Holdings, Inc.StockMemberNone
ChampionX CorporationStockMemberNone
CHPTChargePoint Holdings, Inc.StockMemberNone
Chart Industries, Inc.StockMemberNone
CHTRCharter Communications, Inc. - Class AStockMemberNone
CLFCleveland-Cliffs Inc.StockMemberNone
CTSHCognizant Technology Solutions Corporation - Class AStockMemberNone
COINCoinbase Global, Inc. - Class AStockMemberNone
CMCSAComcast Corporation - Class AStockMemberNone
CEGConstellation Energy Corporation - Common StockStockMemberNone
CTVACorteva, Inc.StockMemberNone
COSTCostco Wholesale CorporationStockMemberNone
DHRDanaher CorporationStockMemberNone
SREDBA SempraStockMemberNone
DBRGDigitalBridge Group, Inc.StockMemberNone
DISH Network Corporation - Class AStockMemberNone
DDominion Energy, Inc.StockMemberNone
DEIDouglas Emmett, Inc.StockMemberNone
DOWDow Inc.StockMemberNone
ECLEcolab Inc.StockMemberNone
ELVElevance Health, Inc.StockMemberNone
LLYEli Lilly and CompanyStockMemberNone
ESRTEmpire State Realty Trust, Inc. Class AStockMemberNone
FSLRFirst Solar, Inc.StockMemberNone
FFord Motor CompanyStockMemberNone
FTVFortive CorporationStockMemberNone
GDGeneral Dynamics CorporationStockMemberNone
GMGeneral Motors CompanyStockMemberNone
GLGlobe Life Inc.StockMemberNone
HALHalliburton CompanyStockMemberNone
HONHoneywell International Inc.StockMemberNone
HPPHudson Pacific Properties, Inc.StockMemberNone
HUMHumana Inc.StockMemberNone
HUNHuntsman CorporationStockMemberNone
ITWIllinois Tool Works Inc.StockMemberNone
IRIngersoll Rand Inc.StockMemberNone
INTUIntuit Inc.StockMemberNone
IVZInvesco LtdStockMemberNone
JNJJohnson & JohnsonStockMemberNone
KIMKimco Realty CorporationStockMemberNone
KSSKohl's CorporationStockMemberNone
LNCLincoln National CorporationStockMemberNone
LMTLockheed Martin CorporationStockMemberNone
LOWLowe's Companies, Inc.StockMemberNone
LCIDLucid Group, Inc.StockMemberNone
LUMNLumen Technologies, Inc. Common StockStockMemberNone
LYBLyondellBasell Industries NV Ordinary Shares Class AStockMemberNone
MACMacerich CompanyStockMemberNone
MMacy's IncStockMemberNone
MRSHMarsh & McLennan Companies, Inc.StockMemberNone
MAMastercard IncorporatedStockMemberNone
MPTMedical Properties Trust, Inc. common stockStockMemberNone
MCHPMicrochip Technology IncorporatedStockMemberNone
MSFTMicrosoft CorporationStockMemberNone
TAPMolson Coors Beverage Company Class BStockMemberNone
MDLZMondelez International, Inc. - Class AStockMemberNone
MOSMosaic CompanyStockMemberNone
NFGNational Fuel Gas CompanyStockMemberNone
NFLXNetflix, Inc.StockMemberNone
New York Community Bancorp, Inc.StockMemberNone
NEMNewmont CorporationStockMemberNone
NEENextEra Energy, Inc.StockMemberNone
NKENike, Inc.StockMemberNone
NOVNOV Inc.StockMemberNone
NRGNRG Energy, Inc.StockMemberNone
NUSNu Skin Enterprises, Inc.StockMemberNone
NVTnVent Electric plc Ordinary SharesStockMemberNone
NVDANVIDIA CorporationStockMemberNone
Olaplex Holdings, Inc.StockMemberNone
OGSONE Gas, Inc.StockMemberNone
OPENOpendoor Technologies Inc - Common StockStockMemberNone
Paramount Global - Class BStockMemberNone
PKPark Hotels & Resorts Inc.StockMemberNone
PTENPatterson-UTI Energy, Inc.StockMemberNone
PEBPebblebrook Hotel Trust Common Shares of Beneficial InterestStockMemberNone
PAGPenske Automotive Group, Inc.StockMemberNone
PPGPPG Industries, Inc.StockMemberNone
QSQuantumScape Corporation Class A Common StockStockMemberNone
RGAReinsurance Group of America, Incorporated Common StockStockMemberNone
RNRRenaissanceRe Holdings Ltd.StockMemberNone
RITMRithm Capital Corp.StockMemberNone
SPGIS&P Global Inc. Common StockStockMemberNone
SBRASabra Health Care REIT, Inc. - Common StockStockMemberNone
CRMSalesforce, Inc.StockMemberNone
SBHSally Beauty Holdings, Inc.StockMemberNone
SLBSchlumberger N.V.StockMemberNone
Schwab - Money Market FundOtherMemberNone
SLGSL Green Realty CorpStockMemberNone
SWXSouthwest Gas Holdings, Inc. Common StockStockMemberNone
SRSpire Inc. Common StockStockMemberNone
SBUXStarbucks CorporationStockMemberNone
SYKStryker CorporationStockMemberNone
RUNSunrun Inc.StockMemberNone
Taylor Morrison Home CorporationStockMemberNone
TELTE Connectivity Ltd. New Switzerland Registered SharesStockMemberNone
TEXTerex Corporation Common StockStockMemberNone
TSLATesla, Inc. - Common StockStockMemberNone
TXNTexas Instruments IncorporatedStockMemberNone
GTThe Goodyear Tire & Rubber CompanyStockMemberNone
KHCThe Kraft Heinz CompanyStockMemberNone
TMOThermo Fisher Scientific IncStockMemberNone
THOThor Industries, Inc.StockMemberNone
TJXTJX Companies, Inc.StockMemberNone
TOLToll Brothers, Inc.StockMemberNone
TTTrane Technologies plcStockMemberNone
UGIUGI CorporationStockMemberNone
UNPUnion Pacific CorporationStockMemberNone
UALUnited Airlines Holdings, Inc. - Common StockStockMemberNone
United States Steel CorporationStockMemberNone
UNHUnitedHealth Group Incorporated Common StockStockMemberNone
UNMUnum GroupStockMemberNone
UWMCUWM Holdings Corporation Class AStockMemberNone
VALValaris Limited Common SharesStockMemberNone
VVisa Inc.StockMemberNone
VNTVontier Corporation Common StockStockMemberNone
VNOVornado Realty Trust Common StockStockMemberNone
DISWalt Disney CompanyStockMemberNone
WWayfair Inc. Class AStockMemberNone
Amount owed to the filer (debtor not shown)OtherMemberNone
BBR Equity Long/Short (QP), LP - Class COtherMemberNone
Amount owed to the filer (debtor not shown)OtherMember$1,001 - $15,000
BBR Fixed Income Opportunities Fund, LPOtherMember$100,001 - $250,000
Charles Schwab - CashOtherMember$1,001 - $15,000
AVTRAvantor, Inc.StockMember$15,001 - $50,000
Lazydays Holdings, Inc.StockMember$1,001 - $15,000
Monte Vista Real Estate Fund I LLCOtherMember$100,001 - $250,000
Northern Trust - Money MarketOtherMember$15,001 - $50,000
Village Roadshow Entertainment GroupOtherMember$1,001 - $15,000
Monte Vista Opportunity Fund I LPOtherMember$1,000,001 - $5,000,000
Presidio NCD III LPOtherMember$15,001 - $50,000
Presidio Northgate PEP II LPOtherMember$15,001 - $50,000
Presidio Telegraph Hill II LPOtherMemberNone
Stevenson Street H.I.G. II LPOtherMember$50,001 - $100,000
Stevenson Street Matpat II, LPOtherMember$1,001 - $15,000
Stevenson Street New Mountain SadeOtherMemberNone
Vantagepoint Venture Ptrs IV, LPOtherMember$1,001 - $15,000
Alabama St Pub Sch & College A 5.000% Due 02-01-26BondMemberNone
California St 5.000% Due 12-01-30BondMemberNone
City of Ocoee FL 5.000% Due 10-01-30BondMemberNone
Clark Cnty Nev Passenger Fac C 5.000% Due 07-01-26BondMemberNone
Colorado St Higher Ed Cap Cons 5.000% Due 11-01-26BondMemberNone
Columbus Ohio 5.000% Due 07-01-26BondMemberNone
Columbus Ohio 5.000% Due 08-15-23BondMemberNone
Florida St Dept Environmental 5.000% Due 07-01-28BondMemberNone
Horry Cnty S C Sch Dist 5.000% Due 03-01-26BondMemberNone
Hurst Euless Bedford Tex Indpt 5.000% Due 08-15-26BondMemberNone
Iowa Fin Auth Rev 5.000% Due 08-01-28BondMemberNone
Miami-Dade Cnty Fla 5.000% Due 07-01-25BondMemberNone
Nevada St 5.000% Due 04-01-27BondMemberNone
New York N Y City Transitional 5.000% Due 08-01-28BondMemberNone
New York St Dorm Auth St Pers 5.000% Due 03-15-33BondMemberNone
NORTH CHARLESTON SC LTD OBLIG 5.000% Due 10-01- 30BondMemberNone
Northern Trust - Money MarketOtherMember$1,001 - $15,000
Pell City Ala 5.000% Due 02-01-25BondMemberNone
Pennsylvania St Tpk Commn Tpk 5.000% Due 12-01-25BondMemberNone
Private Colleges & Univs Auth 5.000% Due 09-01-33BondMemberNone
Prosper Tex 5.000% Due 02-15-27BondMemberNone
Texas A & M Univ Rev 5.000% Due 05-15-31BondMemberNone
University Ala Gen Rev 5.000% Due 07-01-28BondMemberNone
EXCHANGE PLACE (EQUITY ONLY): ALL CAP LPOtherMember$100,001 - $250,000
BBR Absolute Return (QP), LPOtherMember$1,000,001 - $5,000,000
BBR Absolute Return Long Duration III, LPOtherMember$500,001 - $1,000,000
BBR Absolute Return Long Duration IV, LPOtherMember$250,001 - $500,000
BBR ALO Fund, LLCOtherMember$5,000,001 - $25,000,000
BBR Equity Long/Short (QP), LPOtherMember$1,000,001 - $5,000,000
BBR Equity Long/Short (QP), LP - Class COtherMemberNone
Amount owed to the filer (debtor not shown)OtherMember$15,001 - $50,000
BBR Private Investment Fund-Series I, LPOtherMember$1,000,001 - $5,000,000
BBR Private Investment Fund-Series K, LPOtherMember$1,000,001 - $5,000,000
BBR Private Investment Fund-Series L, LPOtherMember$250,001 - $500,000
BBR Real Assets Fund II, LPOtherMember$250,001 - $500,000
BBR Real Assets Fund III, LPOtherMember$500,001 - $1,000,000
BBR Real Assets Fund IV, LPOtherMember$1,000,001 - $5,000,000
BBR Real Assets Fund VI LPOtherMember$500,001 - $1,000,000
BBR Real Assets Fund VII, LPOtherMember$250,001 - $500,000
EXCHANGE PLACE (EQUITY ONLY): ALL CAP LPOtherMember$1,000,001 - $5,000,000
GOLDMAN SACHS BANK USA DEPOSITOtherMember$500,001 - $1,000,000
SPGIS&P Global Inc.StockMember$15,001 - $50,000
ABBVAbbVie Inc.StockMemberNone
ADBEAdobe Inc.StockMemberNone
AMDAdvanced Micro Devices, Inc.StockMemberNone
AAgilent Technologies, Inc.StockMemberNone
APDAir Products and Chemicals, Inc.StockMemberNone
GOOGLAlphabet Inc. - Class AStockMemberNone
GOOGAlphabet Inc. - Class C Capital StockStockMemberNone
MOAltria Group, Inc.StockMemberNone
AMZNAmazon.com, Inc.StockMemberNone
CORAmerisourceBergen CorporationStockMemberNone
AMGNAmgen Inc.StockMemberNone
AAPLApple Inc.StockMemberNone
AMATApplied Materials, Inc.StockMemberNone
APTVAptiv PLC Ordinary SharesStockMemberNone
TAT&T Inc.StockMemberNone
BACBank of America CorporationStockMemberNone
BDXBecton, Dickinson and CompanyStockMemberNone
BRK.BBerkshire Hathaway Inc. NewStockMemberNone
BABoeing CompanyStockMemberNone
BKNGBooking Holdings Inc.StockMemberNone
BMYBristol-Myers Squibb CompanyStockMemberNone
AVGOBroadcom Inc.StockMemberNone
CPBCampbell Soup CompanyStockMemberNone
COFCapital One Financial CorporationStockMemberNone
KMXCarMax IncStockMemberNone
CARRCarrier Global CorporationStockMemberNone
Catalent, Inc. Common StockStockMemberNone
CFCF Industries Holdings, Inc.StockMemberNone
CHTRCharter Communications, Inc. - Class AStockMemberNone
KOCoca-Cola CompanyStockMemberNone
CTSHCognizant Technology Solutions Corporation - Class AStockMemberNone
COINCoinbase Global, Inc. - Class A Common StockStockMemberNone
CMCSAComcast Corporation - Class AStockMemberNone
CAGConAgra Brands, Inc.StockMemberNone
COSTCostco Wholesale CorporationStockMemberNone
CSXCSX CorporationStockMemberNone
DHRDanaher CorporationStockMemberNone
Discover Financial ServicesStockMemberNone
DDominion Energy, Inc.StockMemberNone
LLYEli Lilly and CompanyStockMemberNone
ENPHEnphase Energy, Inc.StockMemberNone
ELEstee Lauder Companies, Inc.StockMemberNone
FASTFastenal CompanyStockMemberNone
FDXFedEx CorporationStockMemberNone
FAFFirst American CorporationStockMemberNone
FSLRFirst Solar, Inc. - Common StockStockMemberNone
FFord Motor Company Common StockStockMemberNone
FTVFortive CorporationStockMemberNone
FTREFortrea Holdings Inc. - Common StockStockMemberNone
GDGeneral Dynamics CorporationStockMemberNone
GILDGilead Sciences, Inc.StockMemberNone
Goldman Sachs - Money Market FundOtherMemberNone
Goldman Sachs BankOtherMemberNone
HOGHarley-Davidson, Inc.StockMemberNone
HDHome Depot, Inc.StockMemberNone
HONHoneywell International Inc.StockMemberNone
HOPEHope Bancorp, Inc.StockMemberNone
INTUIntuit Inc.StockMemberNone
ISRGIntuitive Surgical, Inc.StockMemberNone
JNJJohnson & JohnsonStockMemberNone
JCIJohnson Controls International plc Ordinary ShareStockMemberNone
KEYSKeysight Technologies Inc.StockMemberNone
LHLaboratory Corporation of America HoldingsStockMemberNone
LWLamb Weston Holdings, Inc.StockMemberNone
Liberty Media Corporation - Series C Liberty SiriusXMStockMemberNone
LOWLowe's Companies, Inc.StockMemberNone
MAMastercard IncorporatedStockMemberNone
MCDMcDonald's CorporationStockMemberNone
MCKMcKesson CorporationStockMemberNone
MRKMerck & Company, Inc. Common StockStockMemberNone
METAMeta Platforms, Inc. - Class AStockMemberNone
MUMicron Technology, Inc.StockMemberNone
MSFTMicrosoft CorporationStockMemberNone
MRNAModerna, Inc.StockMemberNone
TAPMolson Coors Beverage Company Class BStockMemberNone
MNSTMonster Beverage CorporationStockMemberNone
MCOMoody's CorporationStockMemberNone
MSIMotorola Solutions, Inc.StockMemberNone
NFLXNetflix, Inc.StockMemberNone
NEENextEra Energy, Inc.StockMemberNone
NKENike, Inc.StockMemberNone
NUENucor CorporationStockMemberNone
NVDANVIDIA CorporationStockMemberNone
ODFLOld Dominion Freight Line, Inc.StockMemberNone
OHIOmega Healthcare Investors, Inc.StockMemberNone
ORCLOracle CorporationStockMemberNone
OTISOtis Worldwide CorporationStockMemberNone
PCARPACCAR Inc.StockMemberNone
PYPLPayPal Holdings, Inc.StockMemberNone
PFEPfizer, Inc.StockMemberNone
PMPhilip Morris International IncStockMemberNone
PNCPNC Financial Services Group, Inc.StockMemberNone
PPGPPG Industries, Inc.StockMemberNone
PRIPrimerica, Inc.StockMemberNone
PLDProLogis, Inc.StockMemberNone
QCOMQUALCOMM IncorporatedStockMemberNone
RTXRaytheon Technologies CorporationStockMemberNone
ROSTRoss Stores, Inc.StockMemberNone
SPGIS&P Global Inc.StockMemberNone
CRMSalesforce, Inc.StockMemberNone
SBUXStarbucks CorporationStockMemberNone
SYYSysco CorporationStockMemberNone
TROWT. Rowe Price Group, Inc.StockMemberNone
TELTE Connectivity Ltd. New Switzerland Registered SharesStockMemberNone
TSLATesla, Inc. - Common StockStockMemberNone
CIThe Cigna GroupStockMemberNone
KHCThe Kraft Heinz CompanyStockMemberNone
TMOThermo Fisher Scientific IncStockMemberNone
THOThor Industries, Inc. Common StockStockMemberNone
TJXTJX Companies, Inc.StockMemberNone
TMUST-Mobile US, Inc.StockMemberNone
UNPUnion Pacific CorporationStockMemberNone
UNHUnitedHealth Group Incorporated Common StockStockMemberNone
VTRVentas, Inc.StockMemberNone
VVisa Inc.StockMemberNone
DISWalt Disney CompanyStockMemberNone
WBDWarner Bros. Discovery, Inc. - Series AStockMemberNone
WBSWebster Financial CorporationStockMemberNone
YUMYum! Brands, Inc.StockMemberNone
ZTSZoetis Inc. Class A Common StockStockMemberNone
Financial Square Government Fund FST SharesFundMemberNone
Exchange Place (Equity Only): All Cap LPOtherMemberOver $50,000,000
Goldman Sachs - CashOtherMember$1,001 - $15,000
LEVILevi Strauss & Co Class AStockMember$1,000,001 - $5,000,000
Aristotle Floating Rate Income Fund Class IFundMember$500,001 - $1,000,000
BAIN CAPITAL SENIOR LOAN SELECT LLCCLASS A SERIES 1OtherMember$1,000,001 - $5,000,000
DFA International Sustainability Core 1 PortfolioFundMember$5,000,001 - $25,000,000
EXCHANGE PLACE (EQUITY ONLY): CLASS AOtherMember$1,000,001 - $5,000,000
Financial Square Government Fund FST SharesFundMember$100,001 - $250,000
Goldman Sachs GQG Partners International Opportunities Fund Class P SharesFundMember$1,000,001 - $5,000,000
Goldman Sachs Short-Term Conservative Income Fund Institutional ClassFundMember$5,000,001 - $25,000,000
iShares ESG Aware MSCI USA ETFFundMember$1,000,001 - $5,000,000
PACIFIC FUNDS FLOATING RATE INCOME CLASS IFundMemberNone
Patient Square Equity Partners Access LLCOtherMember$250,001 - $500,000
REDBIRD CAPITAL PARTNERS IV ACOtherMember$500,001 - $1,000,000
Tiger Global Crossover Access LLCOtherMember$500,001 - $1,000,000
VINTAGE IX B/VINTAGE REAL ESTATE PARTNERS III ACCESS LPOtherMember$100,001 - $250,000
Financial Square Government Fund FST SharesFundMember$250,001 - $500,000
Goldman Sachs - CashOtherMember$50,001 - $100,000
Altaba Inc.StockMemberNone
Exchange Place: Class AOtherMemberNone
Financial Square Government Fund FST SharesFundMember$15,001 - $50,000
Goldman Sachs - CashOtherMember$1 - $1,000
SIG COMBIBLOC GROUP AG ADR CMNOtherMemberNone
WTKWYWolters Kluwer N V Ord American Depositary SharesStockMemberNone
AUSTIN AFFORDABLE PFC INC TEX REV 0.4200% 12/01/40-CABondMemberNone
BLAINE MINN DB 5% 02/01/23 FA GO IMPT BDS 2020 A UTBondMemberNone
CHERRY HILL TWP N J SCH DIST GO 3% 08/01/29 FA BRD OFBondMemberNone
EWING TWP N J GO 4% 11/15/25 MN GEN IMPT BDS 2022 UTBondMemberNone
Financial Square Government Fund FST SharesFundMemberNone
GUAM GOVT WTRWKS AUTH WTR & REV 5.5000% 07/01/43BondMemberNone
HOFFMAN ESTATES ILL GO 4% 12/01/36-CA JD GO REF BDSBondMemberNone
HOOVER ALA GO 4% 07/01/36 JJ GO WTS 2016 PREREBondMemberNone
LEE CNTY FLA WTR & SWR REV REV 5% 10/01/38 AO REV BDSBondMemberNone
MANHATTAN KANS DB 1.1250% 06/15/23-CA JD GO TEMPBondMemberNone
MANSFIELD TWP N J BURLINGTON GO 5% 11/01/28 MNBondMemberNone
MIAMI-DADE CNTY FLA SCH DIST GO 5% 03/15/38-CA MS GOBondMemberNone
MONMOUTH CNTY N J IMPT AUTH REV 5% 08/15/29 FABondMemberNone
N J ECONOMIC DEV AUTH REV 5% 03/01/27 MS SCH FACSBondMemberNone
N J ENV INFRASTRUCTURE TR REV 4% 09/01/27-CA MSBondMemberNone
N J HEALTH CARE FACS FING REV 5.0000% 07/01/30-CA JJBondMemberNone
N Y ST ENV FACS CORP REV 5% 05/15/26 MNBondMemberNone
N Y ST ENV FACS CORP REV 5% 06/15/25 JDBondMemberNone
N Y ST ENV FACS CORP REV 5% 09/15/28-CA MSBondMemberNone
NEW JERSEY (STATE OF) GO 5% 06/01/24 JD OBLIGATIONBondMemberNone
NEW JERSEY (STATE OF) GO 5% 06/01/28 JD OBLIGATIONBondMemberNone
NEW JERSEY ECONOMIC DEV AUTH REV 5% 06/15/29 JD REVBondMemberNone
NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/29 JJ BDSBondMemberNone
NEW JERSEY ST TPK AUTH TPK REV REV 5% 01/01/30- CA JJBondMemberNone
NEW YORK N Y CITY HEALTH & REV 5% 02/15/24 FABondMemberNone
NEW YORK N Y CITY TRANSITIONAL REV 5% 07/15/25 JJBondMemberNone
NEW YORK N Y CITY TRANSITIONAL REV 5.0000%07/15/27 JJBondMemberNone
NEW YORK N Y GO 5% 08/01/27 FABondMemberNone
NEW YORK N Y GO 5% 08/01/29-CA FABondMemberNone
NEW YORK ST DORM AUTH SALES REV 5% 03/15/24 MSBondMemberNone
NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2021 E BEOBondMemberNone
NEW YORK ST DORM AUTH ST PERS REV 5% 03/15/30 MS INCOME TAX REV GEN PURP BDS 2022 A BEOBondMemberNone
NEW YORK ST DORM AUTH STPERS REV 5% 03/15/28 MSBondMemberNone
NY ST DORM AUTH ST PERS INC REV 5.0000% 03/15/25 MSBondMemberNone
NY ST ENV FACS CORP ST REV 5.0000% 06/15/28-CA JDBondMemberNone
OMAHA NEB GO 4% 04/15/33-CA AO VAR PURP AND REF BDSBondMemberNone
PASSAIC CNTY N J GO 2% 11/01/23 MN GO IMPT COLL CNTYBondMemberNone
SCHENECTADY N Y GO 4% 05/01/26 MNBondMemberNone
SOUTH ORANGE VLG TWP N J GO 4% 01/15/27 JJ GO REFBondMemberNone
TENNESSEE HSG DEV AGY REV 3.0000% 07/01/39-CA JJBondMemberNone
THE CITY OF NEW YORK GO5.0000% 08/01/28-CA FABondMemberNone
TRIBOROUGH BRDG & TUNL AUTH REV 5% 11/15/28 MNBondMemberNone
UPPER MOHAWK VY REGL WTRFIN REV 5% 04/01/30 AOBondMemberNone
WEST HEMPSTEAD N Y UN FREE SCH GO 5% 06/01/29 JDBondMemberNone
WILLIAM FLOYD UN FREE SCHDIST GO 5% 06/15/25 JDBondMemberNone
AMXAmerica Movil, S.A.B. de C.V. American Depositary SharesStockMemberNone
Artisan: Dynamic Equity (Non-US Equity) [Series]OtherMember$1,000,001 - $5,000,000
CT Swap Rec 1M-USD-SOFR CME Term Pay 1M-FIXED- 1.685000% Exp Mar 07, 2027OtherMemberNone
Financial Square Government Fund FST SharesFundMemberNone
TXG10x Genomics, Inc.StockMemberNone
DDD3D Systems CorporationStockMemberNone
MMM3M CompanyStockMemberNone
AOSA.O. Smith CorporationStockMemberNone
AIRAAR Corp.StockMemberNone
ABTAbbott LaboratoriesStockMemberNone
ABBVAbbVie Inc.StockMemberNone
ANFAbercrombie & Fitch CompanyStockMemberNone
ACADACADIA Pharmaceuticals Inc.StockMemberNone
AKRAcadia Realty TrustStockMemberNone
ACNAccenture plc Class A Ordinary SharesStockMemberNone
Activision Blizzard, IncStockMemberNone
ACVAACV Auctions Inc. - Class AStockMemberNone
ADBEAdobe Inc.StockMemberNone
ADTNADTRAN Holdings, Inc.StockMemberNone
AAPAdvance Auto Parts Inc.StockMemberNone
AEISAdvanced Energy Industries, Inc.StockMemberNone
AMDAdvanced Micro Devices, Inc.StockMemberNone
ASIXAdvanSix Inc.StockMemberNone
Aerojet Rocketdyne Holdings, Inc.StockMemberNone
AVAVAeroVironment, Inc.StockMemberNone
AFLAFLAC IncorporatedStockMemberNone
AAgilent Technologies, Inc.StockMemberNone
Agiliti, Inc.StockMemberNone
AGYSAgilysys, Inc.StockMemberNone
ADCAgree Realty CorporationStockMemberNone
APDAir Products and Chemicals, Inc.StockMemberNone
ABNBAirbnb, Inc. - Class A Common StockStockMemberNone
AKAMAkamai Technologies, Inc.StockMemberNone
ALGAlamo Group, Inc.StockMemberNone
ALRMAlarm.com Holdings, Inc.StockMemberNone
AINAlbany International CorporationStockMemberNone
ALBAlbemarle CorporationStockMemberNone
Alexander & Baldwin, Inc. Common Stock REIT Holding CompanyStockMemberNone
AREAlexandria Real Estate Equities, Inc.StockMemberNone
ALGNAlign Technology, Inc.StockMemberNone
ALLAllstate CorporationStockMemberNone
ALLYAlly Financial Inc. Common StockStockMemberNone
ALNYAlnylam Pharmaceuticals, Inc.StockMemberNone
GOOGLAlphabet Inc. - Class AStockMemberNone
GOOGAlphabet Inc. - Class C Capital StockStockMemberNone
Alteryx, Inc. Class AStockMemberNone
MOAltria Group, Inc.StockMemberNone
AMZNAmazon.com, Inc.StockMemberNone
AMCAMC Entertainment Holdings, Inc. Class AStockMemberNone
AMCXAMC Networks Inc. - Class AStockMemberNone
AMCRAmcor plc Ordinary SharesStockMemberNone
DOXAmdocs Limited - Ordinary SharesStockMemberNone
AATAmerican Assets Trust, Inc.StockMemberNone
American Axle & Manufacturing Holdings, Inc.StockMemberNone
American Equity Investment Life Holding CompanyStockMemberNone
AXPAmerican Express CompanyStockMemberNone
AIGAmerican International Group, Inc. NewStockMemberNone
AWRAmerican States Water CompanyStockMemberNone
AMTAmerican Tower CorporationStockMemberNone
AWKAmerican Water Works Company, Inc.StockMemberNone
AMPAmeriprise Financial, Inc.StockMemberNone
CORAmerisourceBergen CorporationStockMemberNone
AMGNAmgen Inc.StockMemberNone
Amicus Therapeutics, Inc.StockMemberNone
AMNAMN Healthcare Services Inc AMN Healthcare Services IncStockMemberNone
AMPHAmphastar Pharmaceuticals, Inc.StockMemberNone
APHAmphenol CorporationStockMemberNone
ADIAnalog Devices, Inc.StockMemberNone
ANGOAngioDynamics, Inc.StockMemberNone
NLYAnnaly Capital Management Inc.StockMemberNone
ANSYS, Inc.StockMemberNone
Anywhere Real Estate Inc. Common Stock,StockMemberNone
AONAon plc Class A Ordinary SharesStockMemberNone
APOGApogee Enterprises, Inc.StockMemberNone
APOApollo Global Management, Inc.StockMemberNone
AAPLApple Inc.StockMemberNone
AITApplied Industrial Technologies, Inc.StockMemberNone
AMATApplied Materials, Inc.StockMemberNone
APTVAptiv PLC Ordinary SharesStockMemberNone
ARCBArcBest CorporationStockMemberNone
ACGLArch Capital Group Ltd.StockMemberNone
ADMArcher-Daniels-Midland CompanyStockMemberNone
ACAArcosa, Inc.StockMemberNone
ARCTArcturus Therapeutics Holdings Inc.StockMemberNone
ARESAres Management Corporation Class AStockMemberNone
ANETArista Networks, Inc.StockMemberNone
ARLOArlo Technologies, Inc.StockMemberNone
ARRYArray Technologies, Inc.StockMemberNone
ARWRArrowhead Pharmaceuticals, Inc.StockMemberNone
AJGArthur J. Gallagher & Co.StockMemberNone
ABGAsbury Automotive Group IncStockMemberNone
AIZAssurant, Inc.StockMemberNone
AGOAssured Guaranty Ltd.StockMemberNone
TAT&T Inc.StockMemberNone
ATIATI Inc.StockMemberNone
Atlas Air Worldwide HoldingsStockMemberNone
TEAMAtlassian Corporation - Class AStockMemberNone
ATOAtmos Energy CorporationStockMemberNone
ADSKAutodesk, Inc.StockMemberNone
ADPAutomatic Data Processing, Inc.StockMemberNone
ANAutoNation, Inc.StockMemberNone
AZOAutoZone, Inc.StockMemberNone
AvalonBay Communities, Inc.StockMemberNone
AVTRAvantor, Inc.StockMemberNone
AVYAvery Dennison CorporationStockMemberNone
ACLSAxcelis Technologies, Inc.StockMemberNone
AXSAxis Capital Holdings LimitedStockMemberNone
AXONAxon Enterprise, Inc.StockMemberNone
AXAxos Financial, Inc.StockMemberNone
AZTAAzenta, Inc.StockMemberNone
AZZAZZ Inc.StockMemberNone
BGSB&G Foods, Inc. B&G Foods, Inc.StockMemberNone
BMIBadger Meter, Inc.StockMemberNone
BCPCBalchem CorporationStockMemberNone
BALLBall CorporationStockMemberNone
BACBank of America CorporationStockMemberNone
BAXBaxter International Inc.StockMemberNone
BDXBecton, Dickinson and CompanyStockMemberNone
BeiGene, Ltd. - American Depositary SharesStockMemberNone
BELFBBel Fuse Inc. - Class BStockMemberNone
BRK.BBerkshire Hathaway Inc. NewStockMemberNone
Berkshire Hills Bancorp, Inc.StockMemberNone
BBYBest Buy Co., Inc.StockMemberNone
Big Lots, Inc.StockMemberNone
BILLBILL Holdings, Inc.StockMemberNone
BIIBBiogen Inc.StockMemberNone
BMRNBioMarin Pharmaceutical Inc.StockMemberNone
TECHBio-Techne CorpStockMemberNone
BLKBlackRock, Inc.StockMemberNone
BLNKBlink Charging Co.StockMemberNone
XYZBlock, Inc. Class A Common Stock,StockMemberNone
BLMNBloomin' Brands, Inc.StockMemberNone
Blucora, Inc.StockMemberNone
Blueprint Medicines CorporationStockMemberNone
BABoeing CompanyStockMemberNone
BCCBoise Cascade, L.L.C.StockMemberNone
BKNGBooking Holdings Inc.StockMemberNone
BOOTBoot Barn Holdings, Inc.StockMemberNone
BWABorgWarner Inc.StockMemberNone
BXPBoston Properties, Inc.StockMemberNone
BSXBoston Scientific CorporationStockMemberNone
BRCBrady CorporationStockMemberNone
BFHBread Financial Holdings, Inc. Common StockStockMemberNone
BMYBristol-Myers Squibb CompanyStockMemberNone
AVGOBroadcom Inc.StockMemberNone
BRBroadridge Financial Solutions, Inc.StockMemberNone
BEPCBrookfield Renewable Corporation Class A Subordinate Voting SharesStockMemberNone
BROBrown & Brown, Inc.StockMemberNone
BF.ABrown Forman Inc Class AStockMemberNone
BF.BBrown Forman Inc Class BStockMemberNone
BKEBuckle, Inc.StockMemberNone
BLDRBuilders FirstSource, Inc.StockMemberNone
BGBunge Limited Bunge LimitedStockMemberNone
CACICACI International, Inc. Class AStockMemberNone
Cadence BankStockMemberNone
CDNSCadence Design Systems, Inc.StockMemberNone
CALCaleres, Inc.StockMemberNone
CWTCalifornia Water Service GroupStockMemberNone
CPTCamden Property TrustStockMemberNone
COFCapital One Financial CorporationStockMemberNone
CPRICapri Holdings Limited Ordinary SharesStockMemberNone
CAHCardinal Health, Inc.StockMemberNone
CDNACareDx, Inc.StockMemberNone
CTRECareTrust REIT, Inc.StockMemberNone
CARGCarGurus, Inc. - Class AStockMemberNone
CRSCarpenter Technology CorporationStockMemberNone
CARRCarrier Global CorporationStockMemberNone
CASYCaseys General Stores, Inc.StockMemberNone
Catalent, Inc.StockMemberNone
CATCaterpillar, Inc.StockMemberNone
CVCOCavco Industries, Inc.StockMemberNone
CBRECBRE Group Inc Common Stock Class AStockMemberNone
CECelanese Corporation Celanese CorporationStockMemberNone
CELHCelsius Holdings, Inc.StockMemberNone
CNCCentene CorporationStockMemberNone
CNPCenterPoint Energy, IncStockMemberNone
CENTCentral Garden & Pet CompanyStockMemberNone
CENTACentral Garden & Pet Company - Class A Common Stock NonvotingStockMemberNone
CENXCentury Aluminum CompanyStockMemberNone
Ceridian HCM Holding Inc.StockMemberNone
CEVACEVA, Inc.StockMemberNone
CFCF Industries Holdings, Inc.StockMemberNone
CHPTChargePoint Holdings, Inc. Common StockStockMemberNone
SCHWCharles Schwab CorporationStockMemberNone
Chart Industries, Inc.StockMemberNone
CHTRCharter Communications, Inc. - Class AStockMemberNone
CHEChemed CorpStockMemberNone
CBChubb LimitedStockMemberNone
Chuy's Holdings, Inc.StockMemberNone
CIENCiena CorporationStockMemberNone
CINFCincinnati Financial CorporationStockMemberNone
CNKCinemark Holdings Inc Cinemark Holdings, Inc.StockMemberNone
CTASCintas CorporationStockMemberNone
CIRCOR International, Inc.StockMemberNone
CSCOCisco Systems, Inc.StockMemberNone
CCitigroup, Inc.StockMemberNone
CFGCitizens Financial Group, Inc. Common StockStockMemberNone
CLVTClarivate Plc Ordinary SharesStockMemberNone
YOUClear Secure, Inc. Class AStockMemberNone
CLWClearwater Paper CorporationStockMemberNone
CLFCleveland-Cliffs Inc.StockMemberNone
CLXClorox CompanyStockMemberNone
NETCloudflare, Inc. Class AStockMemberNone
CMECME Group Inc. - Class AStockMemberNone
KOCoca-Cola CompanyStockMemberNone
COKECoca-Cola Consolidated, Inc.StockMemberNone
CTSHCognizant Technology Solutions Corporation - Class A Common StockStockMemberNone
COHUCohu, Inc.StockMemberNone
COINCoinbase Global, Inc. - Class AStockMemberNone
CLColgate-Palmolive CompanyStockMemberNone
COLBColumbia Banking System, Inc. - Common StockStockMemberNone
CMCSAComcast Corporation - Class AStockMemberNone
Comerica IncorporatedStockMemberNone
FIXComfort Systems USA, Inc.StockMemberNone
CBUCommunity Bank System, Inc.StockMemberNone
CAGConAgra Brands, Inc.StockMemberNone
Confluent, Inc. - Class AStockMemberNone
CNMDCONMED CorporationStockMemberNone
Conn's, Inc.StockMemberNone
Consolidated Communications Holdings, Inc.StockMemberNone
EDConsolidated Edison, Inc.StockMemberNone
STZConstellation Brands, Inc.StockMemberNone
CEGConstellation Energy CorporationStockMemberNone
CPRTCopart, Inc.StockMemberNone
CORTCorcept Therapeutics IncorporatedStockMemberNone
GLWCorning IncorporatedStockMemberNone
CTVACorteva, Inc.StockMemberNone
CRVLCorVel Corp.StockMemberNone
CSGPCoStar Group, Inc.StockMemberNone
COSTCostco Wholesale CorporationStockMemberNone
COTYCoty Inc. Class AStockMemberNone
Coupa Software IncorporatedStockMemberNone
CROXCrocs, Inc.StockMemberNone
CRWDCrowdStrike Holdings, Inc. - Class AStockMemberNone
CCICrown Castle Inc.StockMemberNone
CSG Systems International, Inc.StockMemberNone
CSXCSX CorporationStockMemberNone
CTSCTS CorporationStockMemberNone
CUBECubeSmart Common SharesStockMemberNone
CMICummins Inc.StockMemberNone
CWKCushman & Wakefield plc Ordinary SharesStockMemberNone
CUBICustomers Bancorp, IncStockMemberNone
Cutera, Inc.StockMemberNone
CVSCVS Health CorporationStockMemberNone
CYTKCytokinetics, IncorporatedStockMemberNone
DHID.R. Horton, Inc.StockMemberNone
DHRDanaher CorporationStockMemberNone
DRIDarden Restaurants, Inc.StockMemberNone
DDOGDatadog, Inc. - Class AStockMemberNone
PLAYDave & Buster's Entertainment, Inc.StockMemberNone
SREDBA SempraStockMemberNone
DEDeere & CompanyStockMemberNone
DALDelta Air Lines, Inc. Common StockStockMemberNone
DBIDesigner Brands Inc. Class AStockMemberNone
DXCMDexCom, Inc.StockMemberNone
DRHDiamondrock Hospitality CompanyStockMemberNone
DGIIDigi International Inc.StockMemberNone
DLRDigital Realty Trust, Inc.StockMemberNone
APPSDigital Turbine, Inc.StockMemberNone
DINDine Brands Global, Inc.StockMemberNone
DIODDiodes IncorporatedStockMemberNone
Discover Financial ServicesStockMemberNone
DOCUDocuSign, Inc.StockMemberNone
DGDollar General Corporation Common StockStockMemberNone
DLTRDollar Tree, Inc. - Common StockStockMemberNone
DDominion Energy, Inc.StockMemberNone
DFINDonnelley Financial Solutions, Inc.StockMemberNone
DORMDorman Products, Inc.StockMemberNone
DEIDouglas Emmett, Inc.StockMemberNone
DOVDover CorporationStockMemberNone
DOWDow Inc.StockMemberNone
MCODun & Bradstreet Holdings, Inc.StockMemberNone
DDDuPont de Nemours, Inc.StockMemberNone
DXCDXC Technology CompanyStockMemberNone
DXPEDXP Enterprises, Inc.StockMemberNone
DTDynatrace, Inc.StockMemberNone
SSPE.W. Scripps CompanyStockMemberNone
EWBCEast West Bancorp, Inc. - Common StockStockMemberNone
EMNEastman Chemical CompanyStockMemberNone
ETNEaton Corporation, PLC Ordinary SharesStockMemberNone
EBAYeBay Inc.StockMemberNone
ECLEcolab Inc.StockMemberNone
EIXEdison InternationalStockMemberNone
EDITEditas Medicine, Inc.StockMemberNone
EWEdwards Lifesciences CorporationStockMemberNone
ELANElanco Animal Health IncorporatedStockMemberNone
ESTCElastic N.V. Ordinary SharesStockMemberNone
EAElectronic Arts Inc.StockMemberNone
ELVElevance Health, Inc.StockMemberNone
LLYEli Lilly and CompanyStockMemberNone
EMREmerson Electric CompanyStockMemberNone
EIGEmployers Holdings IncStockMemberNone
ENTAEnanta Pharmaceuticals, Inc.StockMemberNone
ECPGEncore Capital Group IncStockMemberNone
Encore Wire CorporationStockMemberNone
ENVAEnova International, Inc.StockMemberNone
ENVXEnovix CorporationStockMemberNone
ENPHEnphase Energy, Inc.StockMemberNone
NPOEnpro Industries IncStockMemberNone
ETREntergy CorporationStockMemberNone
EPAMEPAM Systems, Inc. Common StockStockMemberNone
PLUSePlus inc.StockMemberNone
EPREPR PropertiesStockMemberNone
EFXEquifax, Inc.StockMemberNone
EQIXEquinix, Inc.StockMemberNone
Equity Residential Common Shares of Beneficial InterestStockMemberNone
ESEESCO Technologies Inc.StockMemberNone
EPRTEssential Properties Realty Trust, Inc.StockMemberNone
ESSEssex Property Trust, Inc.StockMemberNone
ELEstee Lauder Companies, Inc.StockMemberNone
ETSYEtsy, Inc.StockMemberNone
Everbridge, Inc.StockMemberNone
EGEverest Re Group, Ltd.StockMemberNone
ESEversource EnergyStockMemberNone
Exact Sciences CorporationStockMemberNone
EXCExelon CorporationStockMemberNone
EXLSExlService Holdings, Inc.StockMemberNone
EXPEExpedia Group, Inc.StockMemberNone
EXPOExponent, Inc.StockMemberNone
EXRExtra Space Storage IncStockMemberNone
EXTRExtreme Networks, Inc.StockMemberNone
FNFabrinet Ordinary SharesStockMemberNone
FASTFastenal CompanyStockMemberNone
FATEFate Therapeutics, Inc.StockMemberNone
FSSFederal Signal CorporationStockMemberNone
FDXFedEx CorporationStockMemberNone
FERGFerguson plc Ordinary SharesStockMemberNone
FISFidelity National Information Services, Inc.StockMemberNone
FITBFifth Third BancorpStockMemberNone
Financial Square Government Fund FST SharesFundMemberNone
FCNCAFirst Citizens BancShares, Inc. - Class A Common StockStockMemberNone
FIBKFirst Interstate BancSystem, Inc.StockMemberNone
FIRST REPUBLIC BANKStockMemberNone
FSLRFirst Solar, Inc.StockMemberNone
FISVFiserv, Inc.StockMemberNone
FIVNFive9, Inc.StockMemberNone
FLOFlowers Foods, Inc. Common StockStockMemberNone
FLSFlowserve CorporationStockMemberNone
FMCFMC CorporationStockMemberNone
FNFFNF Group of Fidelity National Financial, Inc.StockMemberNone
FFord Motor CompanyStockMemberNone
FORMFormFactor, Inc.StockMemberNone
FTNTFortinet, Inc.StockMemberNone
FTVFortive CorporationStockMemberNone
FBINFortune Brands Innovations, Inc.StockMemberNone
FWRDForward Air CorporationStockMemberNone
FCPTFour Corners Property Trust, Inc.StockMemberNone
FOXFFox Factory Holding Corp.StockMemberNone
FELEFranklin Electric Co., Inc.StockMemberNone
BENFranklin Resources, Inc.StockMemberNone
FCXFreeport-McMoRan, Inc.StockMemberNone
FCELFuelCell Energy, Inc.StockMemberNone
GMEGamestop CorporationStockMemberNone
GNRCGenerac Holdlings Inc.StockMemberNone
GDGeneral Dynamics CorporationStockMemberNone
GEGeneral Electric CompanyStockMemberNone
GISGeneral Mills, Inc.StockMemberNone
GMGeneral Motors CompanyStockMemberNone
GCOGenesco Inc.StockMemberNone
THRMGentherm IncStockMemberNone
GPCGenuine Parts CompanyStockMemberNone
GTYGetty Realty CorporationStockMemberNone
ROCKGibraltar Industries, Inc.StockMemberNone
GIIIG-III Apparel Group, LTD.StockMemberNone
GILDGilead Sciences, Inc.StockMemberNone
GTLBGitLab Inc. - Class AStockMemberNone
GKOSGlaukos CorporationStockMemberNone
GPNGlobal Payments Inc.StockMemberNone
GLGlobe Life Inc.StockMemberNone
GMEDGlobus Medical, Inc. Class AStockMemberNone
GMS Inc.StockMemberNone
GTNGray Television, Inc.StockMemberNone
GBXGreenbrier Companies, Inc.StockMemberNone
GFFGriffon CorporationStockMemberNone
GOGrocery Outlet Holding Corp.StockMemberNone
GPIGroup 1 Automotive, Inc.StockMemberNone
Guess?, Inc.StockMemberNone
HRBH&R Block, Inc.StockMemberNone
FULH. B. Fuller CompanyStockMemberNone
HALOHalozyme Therapeutics, Inc.StockMemberNone
HAFCHanmi Financial CorporationStockMemberNone
HOGHarley-Davidson, Inc.StockMemberNone
HIGHartford Financial Services Group, Inc.StockMemberNone
HVTHaverty Furniture Companies, Inc.StockMemberNone
HEHawaiian Electric Industries, Inc.StockMemberNone
HWKNHawkins, Inc.StockMemberNone
HCAHCA Healthcare, Inc.StockMemberNone
HCIHCI Group, Inc.StockMemberNone
HQYHealthEquity, Inc.StockMemberNone
DOCHealthpeak Properties, Inc.StockMemberNone
HEI.AHeico CorporationStockMemberNone
Heidrick & Struggles International, Inc.StockMemberNone
HFWAHeritage Financial CorporationStockMemberNone
HPEHewlett Packard Enterprise CompanyStockMemberNone
Hillenbrand IncStockMemberNone
HLTHilton Worldwide Holdings Inc.StockMemberNone
Hologic, Inc.StockMemberNone
HDHome Depot, Inc.StockMemberNone
Horizon Therapeutics Public Limited Company - Ordinary SharesStockMemberNone
HRLHormel Foods Corporation Common StockStockMemberNone
HSTHost HotelsStockMemberNone
Hostess Brands, Inc. - Class AStockMemberNone
HLIHoulihan Lokey, Inc. Class AStockMemberNone
HHHHoward Hughes CorporationStockMemberNone
HWMHowmet Aerospace Inc.StockMemberNone
HPQHP Inc.StockMemberNone
HUBGHub Group, Inc. - Class AStockMemberNone
HUBSHubSpot, Inc.StockMemberNone
HPPHudson Pacific Properties, Inc.StockMemberNone
HUMHumana Inc.StockMemberNone
HBANHuntington Bancshares IncorporatedStockMemberNone
HUNHuntsman Corporation Common StockStockMemberNone
IAA, Inc.StockMemberNone
ICHRIchor Holdings - Ordinary SharesStockMemberNone
IDXXIDEXX Laboratories, Inc.StockMemberNone
ITWIllinois Tool Works Inc.StockMemberNone
ILMNIllumina, Inc.StockMemberNone
IBRXImmunityBio, Inc.StockMemberNone
INCYIncyte CorporationStockMemberNone
IRTIndependence Realty Trust, Inc.StockMemberNone
IRIngersoll Rand Inc.StockMemberNone
IIPRInnovative Industrial Properties, Inc.StockMemberNone
NSITInsight Enterprises, Inc.StockMemberNone
INSPInspire Medical Systems, Inc.StockMemberNone
IBPInstalled Building Products, Inc.StockMemberNone
IIINInsteel Industries, Inc.StockMemberNone
PODDInsulet CorporationStockMemberNone
ITGRInteger Holdings CorporationStockMemberNone
INTCIntel CorporationStockMemberNone
NTLAIntellia Therapeutics, Inc.StockMemberNone
IPARInter Parfums, Inc.StockMemberNone
ICEIntercontinental Exchange Inc.StockMemberNone
IBMInternational Business Machines CorporationStockMemberNone
IFFInternational Flavors & Fragrances, Inc.StockMemberNone
IPInternational Paper CompanyStockMemberNone
Interpublic Group of Companies, Inc.StockMemberNone
INTUIntuit Inc.StockMemberNone
ISRGIntuitive Surgical, Inc.StockMemberNone
INVHInvitation Homes Inc.StockMemberNone
IONSIonis Pharmaceuticals, Inc.StockMemberNone
IOVAIovance Biotherapeutics, Inc.StockMemberNone
IQVIQVIA Holdings, Inc.StockMemberNone
IRDMIridium Communications IncStockMemberNone
IRMIron Mountain IncorporatedStockMemberNone
ITRIItron, Inc.StockMemberNone
JBHTJ.B. Hunt Transport Services, Inc.StockMemberNone
SJMJ.M. Smucker CompanyStockMemberNone
JBLJabil Inc.StockMemberNone
JKHYJack Henry & Associates, Inc.StockMemberNone
JAZZJazz Pharmaceuticals plc - Ordinary SharesStockMemberNone
JBGSJBG SMITH Properties Common SharesStockMemberNone
John Bean Technologies CorporationStockMemberNone
JNJJohnson & JohnsonStockMemberNone
JCIJohnson Controls International plc Ordinary ShareStockMemberNone
JLLJones Lang LaSalle IncorporatedStockMemberNone
JPMJP Morgan Chase & Co.StockMemberNone
Karuna Therapeutics, Inc.StockMemberNone
Kellogg CompanyStockMemberNone
KELYAKelly Services, Inc. - Class AStockMemberNone
KDPKeurig Dr Pepper Inc.StockMemberNone
KEYKeyCorpStockMemberNone
KEYSKeysight Technologies Inc.StockMemberNone
KRCKilroy Realty Corporation Common StockStockMemberNone
KMBKimberly-Clark CorporationStockMemberNone
KIMKimco Realty CorporationStockMemberNone
KNSLKinsale Capital Group, Inc.StockMemberNone
KRGKite Realty Group TrustStockMemberNone
KKRKKR & Co. Inc.StockMemberNone
KLACKLA CorporationStockMemberNone
KNKnowles CorporationStockMemberNone
KSSKohl's CorporationStockMemberNone
KTBKontoor Brands, Inc.StockMemberNone
KOPKoppers Holdings Inc. Koppers Holdings Inc.StockMemberNone
KFYKorn FerryStockMemberNone
KRKroger CompanyStockMemberNone
KLICKulicke and Soffa Industries, Inc.StockMemberNone
KYMRKymera Therapeutics, Inc.StockMemberNone
KDKyndryl Holdings, Inc.StockMemberNone
LHXL3Harris Technologies, Inc.StockMemberNone
LRCXLam Research CorporationStockMemberNone
LWLamb Weston Holdings, Inc.StockMemberNone
LCIILCI IndustriesStockMemberNone
Leggett & Platt, IncorporatedStockMemberNone
LDOSLeidos Holdings, Inc.StockMemberNone
LMATLeMaitre Vascular, Inc.StockMemberNone
LendingClub CorporationStockMemberNone
LENLennar Corporation Class AStockMemberNone
LGIHLGI Homes, Inc.StockMemberNone
LBRDKLiberty Broadband Corporation - Class CStockMemberNone
LBTYALiberty Global plc - Class A Ordinary SharesStockMemberNone
LBTYKLiberty Global plc - Class C Ordinary SharesStockMemberNone
FWONKLiberty Media Corporation - Series C Liberty Formula One Common StockStockMemberNone
Life Storage, Inc.StockMemberNone
LNCLincoln National CorporationStockMemberNone
LINLinde plc Ordinary SharesStockMemberNone
LQDTLiquidity Services, Inc.StockMemberNone
LADLithia Motors, Inc.StockMemberNone
LYVLive Nation Entertainment, Inc.StockMemberNone
Livent CorporationStockMemberNone
LivePerson, Inc.StockMemberNone
LMTLockheed Martin CorporationStockMemberNone
LLoews CorporationStockMemberNone
LPXLouisiana-Pacific CorporationStockMemberNone
LOWLowe's Companies, Inc.StockMemberNone
LCIDLucid Group, Inc. - Common StockStockMemberNone
LUMNLumen Technologies, Inc.StockMemberNone
LITELumentum Holdings Inc.StockMemberNone
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary ReceiptStockMemberNone
MTBM&T Bank CorporationStockMemberNone
M.D.C. Holdings, Inc.StockMemberNone
MHOM/I Homes, Inc.StockMemberNone
MMacy's IncStockMemberNone
MDGLMadrigal Pharmaceuticals, Inc.StockMemberNone
MRVIMaravai LifeSciences Holdings, Inc. - Class A common stockStockMemberNone
HZOMarineMax, Inc.StockMemberNone
MKTXMarketAxess Holdings, Inc.StockMemberNone
MARMarriott International - Class AStockMemberNone
VACMarriott Vacations Worldwide CorporationStockMemberNone
MRSHMarsh & McLennan Companies, Inc.StockMemberNone
MRTNMarten Transport, Ltd.StockMemberNone
MLMMartin Marietta Materials, Inc.StockMemberNone
MRVLMarvell Technology, Inc.StockMemberNone
MASMasco CorporationStockMemberNone
MAMastercard IncorporatedStockMemberNone
MTRNMaterion CorporationStockMemberNone
MATXMatson, Inc.StockMemberNone
Maxar Technologies Inc.StockMemberNone
MXLMaxLinear, IncStockMemberNone
MKCMcCormick & Company, IncorporatedStockMemberNone
MCDMcDonald's CorporationStockMemberNone
MPTMedical Properties Trust, Inc. common stockStockMemberNone
MEDMEDIFAST INCStockMemberNone
MEDPMedpace Holdings, Inc.StockMemberNone
MDTMedtronic plc. Ordinary SharesStockMemberNone
MELIMercadoLibre, Inc.StockMemberNone
MRKMerck & Company, Inc. Common StockStockMemberNone
Meridian Bioscience Inc.StockMemberNone
MMSIMerit Medical Systems, Inc.StockMemberNone
MTHMeritage Homes CorporationStockMemberNone
METAMeta Platforms, Inc. - Class AStockMemberNone
MEIMethode Electronics, Inc.StockMemberNone
METMetLife, Inc.StockMemberNone
MTDMettler-Toledo International, Inc.StockMemberNone
MGPIMGP Ingredients, Inc.StockMemberNone
MUMicron Technology, Inc.StockMemberNone
MSFTMicrosoft CorporationStockMemberNone
MSTRMicroStrategy Incorporated - Class AStockMemberNone
MAAMid-America Apartment Communities, Inc.StockMemberNone
MLKNMillerKnoll, Inc.StockMemberNone
Mirati Therapeutics, Inc.StockMemberNone
MRNAModerna, Inc.StockMemberNone
ModivCare Inc.StockMemberNone
MOHMolina Healthcare Inc Common StockStockMemberNone
TAPMolson Coors Beverage Company Class BStockMemberNone
Momentive Global Inc.StockMemberNone
MDLZMondelez International, Inc. - Class AStockMemberNone
MDBMongoDB, Inc. - Class AStockMemberNone
MNSTMonster Beverage CorporationStockMemberNone
MCOMoody's CorporationStockMemberNone
MSMorgan StanleyStockMemberNone
MOSMosaic CompanyStockMemberNone
MSIMotorola Solutions, Inc.StockMemberNone
Mr. Cooper Group Inc.StockMemberNone
MSCIMSCI Inc.StockMemberNone
MLIMueller Industries, Inc.StockMemberNone
MYRGMYR Group, Inc.StockMemberNone
MYGNMyriad Genetics, Inc.StockMemberNone
NDAQNasdaq, Inc.StockMemberNone
NTRANatera, Inc.StockMemberNone
FIZZNational Beverage Corp.StockMemberNone
NFGNational Fuel Gas CompanyStockMemberNone
National Storage Affiliates Trust Common Shares of Beneficial InterestStockMemberNone
NAVINavient CorporationStockMemberNone
NEONeoGenomics, Inc.StockMemberNone
NTAPNetApp, Inc.StockMemberNone
NFLXNetflix, Inc.StockMemberNone
New York Mortgage Trust, Inc.StockMemberNone
NWLNewell Brands Inc.StockMemberNone
NEMNewmont CorporationStockMemberNone
NWSANews Corporation - Class AStockMemberNone
NWSNews Corporation - Class BStockMemberNone
NXRTNexPoint Residential Trust, Inc.StockMemberNone
NEENextEra Energy, Inc.StockMemberNone
NKENike, Inc.StockMemberNone
Nordstrom, Inc.StockMemberNone
NSCNorfolk Southern CorporationStockMemberNone
NOCNorthrop Grumman CorporationStockMemberNone
NVONovo Nordisk A/SStockMemberNone
NRGNRG Energy, Inc.StockMemberNone
NUENucor CorporationStockMemberNone
NTNXNutanix, Inc. - Class AStockMemberNone
NVDANVIDIA CorporationStockMemberNone
OKTAOkta, Inc. - Class AStockMemberNone
ORIOld Republic International CorporationStockMemberNone
Olympic Steel, Inc.StockMemberNone
OMCLOmnicell, Inc.StockMemberNone
OMCOmnicom Group Inc.StockMemberNone
ONON Semiconductor CorporationStockMemberNone
OGSONE Gas, Inc.StockMemberNone
ONTOOnto Innovation Inc.StockMemberNone
ORCLOracle CorporationStockMemberNone
ORLYO'Reilly Automotive, Inc.StockMemberNone
OGNOrganon & Co.StockMemberNone
OFIXOrthofix Medical Inc. - Common StockStockMemberNone
OUTOUTFRONT Media Inc.StockMemberNone
Owens & Minor, Inc.StockMemberNone
OCOwens Corning Inc Common Stock NewStockMemberNone
OXMOxford Industries, Inc.StockMemberNone
PCARPACCAR Inc.StockMemberNone
PACBPacific Biosciences of California, Inc.StockMemberNone
Pacific Gas & Electric Co.StockMemberNone
PCRXPacira BioSciences, Inc.StockMemberNone
PKGPackaging Corporation of AmericaStockMemberNone
PacWest BancorpStockMemberNone
PDPagerDuty, Inc.StockMemberNone
PLTRPalantir Technologies Inc. Class AStockMemberNone
PANWPalo Alto Networks, Inc.StockMemberNone
Paramount Global - Class AStockMemberNone
Paramount Global - Class BStockMemberNone
PKPark Hotels & Resorts Inc.StockMemberNone
PHParker-Hannifin Corporation Common StockStockMemberNone
CASHPathward Financial, Inc.StockMemberNone
PATKPatrick Industries, Inc.StockMemberNone
PAYXPaychex, Inc.StockMemberNone
PAYCPaycom Software, Inc.StockMemberNone
PYPLPayPal Holdings, Inc.StockMemberNone
PDFSPDF Solutions, Inc.StockMemberNone
PEBPebblebrook Hotel Trust Common Shares of Beneficial InterestStockMemberNone
PEGAPegasystems Inc.StockMemberNone
PEPPepsico, Inc.StockMemberNone
Perficient, Inc.StockMemberNone
PFGCPerformance Food Group CompanyStockMemberNone
RVTYPerkinElmer, Inc.StockMemberNone
PFEPfizer, Inc.StockMemberNone
PGT Innovations, Inc.StockMemberNone
PMPhilip Morris International IncStockMemberNone
PECOPhillips Edison & Company, Inc.StockMemberNone
PHINPHINIA Inc. Common StockStockMemberNone
PLABPhotronics, Inc.StockMemberNone
PINSPinterest, Inc. Class AStockMemberNone
PIPRPiper Sandler CompaniesStockMemberNone
PBIPitney Bowes Inc.StockMemberNone
PLNTPlanet Fitness, Inc.StockMemberNone
PLTKPlaytika Holding Corp.StockMemberNone
PLXSPlexus Corp.StockMemberNone
PLUGPlug Power, Inc. - Common StockStockMemberNone
PNCPNC Financial Services Group, Inc.StockMemberNone
POWIPower Integrations, Inc.StockMemberNone
PPGPPG Industries, Inc.StockMemberNone
PSMTPriceSmart, Inc.StockMemberNone
PFGPrincipal Financial Group IncStockMemberNone
PGProcter & Gamble CompanyStockMemberNone
PRGSProgress Software CorporationStockMemberNone
PGRProgressive CorporationStockMemberNone
PLDProLogis, Inc.StockMemberNone
Prometheus Biosciences, Inc.StockMemberNone
PFSProvident Financial Services, IncStockMemberNone
PRUPrudential Financial, Inc.StockMemberNone
PEGPublic Service Enterprise Group IncorporatedStockMemberNone
PSAPublic StorageStockMemberNone
PHMPulteGroup, Inc.StockMemberNone
QTWOQ2 Holdings, Inc.StockMemberNone
QRVOQorvo, Inc.StockMemberNone
QCOMQUALCOMM IncorporatedStockMemberNone
NXQuanex Building Products CorporationStockMemberNone
DGXQuest Diagnostics IncorporatedStockMemberNone
QDELQuidelOrtho CorporationStockMemberNone
RLRalph Lauren CorporationStockMemberNone
RMBSRambus, Inc.StockMemberNone
RPDRapid7, Inc.StockMemberNone
RJFRaymond James Financial, Inc. Common StockStockMemberNone
RTXRaytheon Technologies CorporationStockMemberNone
RBARB Global, Inc. Common StockStockMemberNone
RWTRedwood Trust, Inc.StockMemberNone
REGNRegeneron Pharmaceuticals, Inc.StockMemberNone
RFRegions Financial CorporationStockMemberNone
RLAYRelay Therapeutics, Inc.StockMemberNone
RSReliance Steel & Aluminum Co. Common StockStockMemberNone
Rent-A-Center Inc.StockMemberNone
RSGRepublic Services, Inc.StockMemberNone
RMDResMed Inc.StockMemberNone
Retail Opportunity Investments Corp.StockMemberNone
RNGRingcentral, Inc. Class AStockMemberNone
RIVNRivian Automotive, Inc. - Class A Common StockStockMemberNone
RLJRLJ Lodging Trust Common Shares of Beneficial Interest $0.01 par valueStockMemberNone
RHIRobert Half International Inc.StockMemberNone
HOODRobinhood Markets, Inc. - Class AStockMemberNone
RBLXRoblox Corporation Class A Common StockStockMemberNone
RKTRocket Companies, Inc. Class AStockMemberNone
ROKRockwell Automation, Inc.StockMemberNone
ROGRogers CorporationStockMemberNone
ROKURoku, Inc. - Class A Common StockStockMemberNone
ROPRoper Technologies, Inc.StockMemberNone
RPMRPM International Inc.StockMemberNone
RPT RealtyStockMemberNone
Ruth's Hospitality Group, Inc.StockMemberNone
RRyder System, Inc.StockMemberNone
S&P Global Inc.FundMemberNone
SAIASaia, Inc.StockMemberNone
CRMSalesforce, Inc.StockMemberNone
IOTSamsara Inc. Class AStockMemberNone
SANMSanmina CorporationStockMemberNone
SRPTSarepta Therapeutics, Inc.StockMemberNone
BFSSaul Centers, Inc.StockMemberNone
SBACSBA Communications Corporation - Class A Common StockStockMemberNone
SCHLScholastic CorporationStockMemberNone
SBCFSeacoast Banking Corporation of FloridaStockMemberNone
STXSeagate Technology Holdings PLC - Ordinary SharesStockMemberNone
Seagen Inc.StockMemberNone
Sealed Air CorporationStockMemberNone
Select Medical Holdings CorporationStockMemberNone
STSensata Technologies Holding plc Ordinary SharesStockMemberNone
SSentinelOne, Inc. Class AStockMemberNone
SCIService Corporation InternationalStockMemberNone
NOWServiceNow, Inc.StockMemberNone
SFBSServisFirst Bancshares, Inc.StockMemberNone
SHAKShake Shack, Inc. Class AStockMemberNone
SHWSherwin-Williams CompanyStockMemberNone
SHLSShoals Technologies Group, Inc. - Class AStockMemberNone
ShockWave Medical, Inc.StockMemberNone
Shoe Carnival, Inc.StockMemberNone
Signature BankStockMemberNone
SIGSignet Jewelers Limited Common SharesStockMemberNone
Silk Road Medical, Inc.StockMemberNone
SPGSimon Property Group, Inc.StockMemberNone
SSDSimpson Manufacturing Company, Inc.StockMemberNone
SBGISinclair, Inc. - Class AStockMemberNone
Skillz Inc. Class AStockMemberNone
SWKSSkyworks Solutions, Inc.StockMemberNone
SLGSL Green Realty Corp Common StockStockMemberNone
SNBRQSleep Number CorporationStockMemberNone
SLMSLM CorporationStockMemberNone
SMART Global Holdings, Inc. - Ordinary SharesStockMemberNone
Smartsheet Inc. Class AStockMemberNone
SNASnap-On IncorporatedStockMemberNone
SNOWSnowflake Inc. Class AStockMemberNone
SAHSonic Automotive, Inc.StockMemberNone
South Jersey Industries, Inc.StockMemberNone
SCCOSouthern Copper CorporationStockMemberNone
LUVSouthwest Airlines CompanyStockMemberNone
SpartanNash CompanyStockMemberNone
SRSpire Inc.StockMemberNone
Spirit Aerosystems Holdings, Inc.StockMemberNone
Splunk Inc.StockMemberNone
SPOTSpotify Technology S.A. Ordinary SharesStockMemberNone
SPSCSPS Commerce, Inc.StockMemberNone
SPXCSPX Technologies, Inc.StockMemberNone
SSNCSS&C Technologies Holdings, Inc.StockMemberNone
JOESt. Joe CompanyStockMemberNone
SWKStanley Black & Decker, Inc.StockMemberNone
SBUXStarbucks CorporationStockMemberNone
STTState Street CorporationStockMemberNone
STLDSteel Dynamics, Inc.StockMemberNone
SCLStepan CompanyStockMemberNone
SNEXStoneX Group Inc.StockMemberNone
SYKStryker CorporationStockMemberNone
INNSummit Hotel Properties, Inc.StockMemberNone
SXCSunCoke Energy, Inc.StockMemberNone
SPWRSunPower CorporationStockMemberNone
SHOSunstone Hotel Investors, Inc. Sunstone Hotel Investors, Inc. Common SharesStockMemberNone
SUPNSupernus Pharmaceuticals, Inc.StockMemberNone
SurModics, Inc.StockMemberNone
SVB Financial GroupStockMemberNone
SLVMSylvamo CorporationStockMemberNone
SYFSynchrony FinancialStockMemberNone
Syneos Health, Inc. - Class AStockMemberNone
SNPSSynopsys, Inc.StockMemberNone
SYYSysco CorporationStockMemberNone
TROWT. Rowe Price Group, Inc.StockMemberNone
TTWOTake-Two Interactive Software, Inc.StockMemberNone
TNDMTandem Diabetes Care, Inc.StockMemberNone
SKTTanger Factory Outlet Centers, Inc.StockMemberNone
TPRTapestry, Inc.StockMemberNone
TGTTarget CorporationStockMemberNone
TTGTTechTarget, Inc.StockMemberNone
TEGNA IncStockMemberNone
TDOCTeladoc Health, Inc.StockMemberNone
TFXTeleflex Incorporated Common StockStockMemberNone
THCTenet Healthcare CorporationStockMemberNone
TDCTeradata CorporationStockMemberNone
TSLATesla, Inc.StockMemberNone
TXNTexas Instruments IncorporatedStockMemberNone
TXTTextron Inc.StockMemberNone
TGTXTG Therapeutics, Inc.StockMemberNone
ANDEThe Andersons, Inc.StockMemberNone
The AZEK Company Inc. Class AStockMemberNone
BNYThe Bank of New York Mellon CorporationStockMemberNone
CGThe Carlyle Group Inc.StockMemberNone
CHEFThe Chefs' Warehouse, Inc.StockMemberNone
CIThe Cigna GroupStockMemberNone
COOThe Cooper Companies, Inc.StockMemberNone
ENSGThe Ensign Group, Inc.StockMemberNone
GTThe Goodyear Tire & Rubber CompanyStockMemberNone
HSYThe Hershey CompanyStockMemberNone
KHCThe Kraft Heinz CompanyStockMemberNone
The ODP CorporationStockMemberNone
PNTGThe Pennant Group, Inc.StockMemberNone
TTDThe Trade Desk, Inc. - Class A Common StockStockMemberNone
TRVThe Travelers Companies, Inc.StockMemberNone
TMOThermo Fisher Scientific IncStockMemberNone
TKRTimken CompanyStockMemberNone
TJXTJX Companies, Inc.StockMemberNone
TMUST-Mobile US, Inc.StockMemberNone
TOSTToast, Inc. Class AStockMemberNone
TopBuild Corp.StockMemberNone
Topgolf Callaway Brands Corp.StockMemberNone
TSCOTractor Supply CompanyStockMemberNone
TTTrane Technologies plcStockMemberNone
TDGTransdigm Group IncorporatedStockMemberNone
TRUTransUnionStockMemberNone
TNLTravel Leisure Co. Common StockStockMemberNone
TREXTrex Company, Inc.StockMemberNone
TRIPTripAdvisor, Inc.StockMemberNone
Triumph Group, Inc.StockMemberNone
TBITrueBlue, Inc.StockMemberNone
TFCTruist Financial CorporationStockMemberNone
TTECTTEC Holdings, Inc.StockMemberNone
TTMITTM Technologies, Inc.StockMemberNone
Tupperware Brands CorporationStockMemberNone
TWLOTwilio Inc. Class AStockMemberNone
TSNTyson Foods, Inc.StockMemberNone
USBU.S. BancorpStockMemberNone
UBERUber Technologies, Inc.StockMemberNone
UDRUDR, Inc.StockMemberNone
UFPIUFP Industries, Inc.StockMemberNone
UGIUGI CorporationStockMemberNone
PATHUiPath, Inc. Class AStockMemberNone
UCTTUltra Clean Holdings, Inc.StockMemberNone
UNFUnifirst CorporationStockMemberNone
UNPUnion Pacific CorporationStockMemberNone
UALUnited Airlines Holdings, Inc.StockMemberNone
UNFIUnited Natural Foods, Inc.StockMemberNone
UPSUnited Parcel Service, Inc.StockMemberNone
URIUnited Rentals, Inc.StockMemberNone
UTHRUnited Therapeutics CorporationStockMemberNone
UNHUnitedHealth Group Incorporated Common StockStockMemberNone
UUnity Software Inc.StockMemberNone
UNMUnum GroupStockMemberNone
UPBDUpbound Group, Inc. - Common StockStockMemberNone
UPSTUpstart Holdings, Inc. - Common stockStockMemberNone
UEUrban Edge Properties Common Shares of Beneficial InterestStockMemberNone
Urstadt Biddle Properties Inc.StockMemberNone
VFCV.F. CorporationStockMemberNone
VREXVarex Imaging CorporationStockMemberNone
VRNSVaronis Systems, Inc.StockMemberNone
VECOVeeco Instruments Inc.StockMemberNone
VEEVVeeva Systems Inc. Class AStockMemberNone
VTRVentas, Inc.StockMemberNone
VCYTVeracyte, Inc.StockMemberNone
Veradigm Inc. - common stockStockMemberNone
VRSNVeriSign, Inc.StockMemberNone
VRSKVerisk Analytics, Inc.StockMemberNone
Veritiv CorporationStockMemberNone
VZVerizon Communications Inc.StockMemberNone
VRTVertiv Holdings, LLC Class AStockMemberNone
VTRSViatris Inc.StockMemberNone
VICRVicor Corporation - Common StockStockMemberNone
VRTSVirtus Investment Partners, Inc.StockMemberNone
VVisa Inc.StockMemberNone
Vista Outdoor Inc.StockMemberNone
VCVisteon CorporationStockMemberNone
VNTVontier Corporation Common StockStockMemberNone
VNOVornado Realty TrustStockMemberNone
VMCVulcan Materials CompanyStockMemberNone
GWWW.W. Grainger, Inc.StockMemberNone
Walgreens Boots Alliance, Inc.StockMemberNone
WDWalker & Dunlop, IncStockMemberNone
DISWalt Disney CompanyStockMemberNone
WBDWarner Bros. Discovery, Inc. - Series AStockMemberNone
WMWaste Management, Inc.StockMemberNone
WATWaters CorporationStockMemberNone
WSOWatsco, Inc.StockMemberNone
WTSWatts Water Technologies, Inc. Class AStockMemberNone
WDFCWD-40 CompanyStockMemberNone
WBSWebster Financial Corporation Common StockStockMemberNone
WFCWells Fargo & CompanyStockMemberNone
WELLWelltower Inc.StockMemberNone
WSTWest Pharmaceutical Services, Inc.StockMemberNone
WALWestern Alliance Bancorporation Common StockStockMemberNone
WDCWestern Digital CorporationStockMemberNone
WUWestern Union CompanyStockMemberNone
WYWeyerhaeuser CompanyStockMemberNone
WPMWheaton Precious Metals Corp Common SharesStockMemberNone
WHRWhirlpool CorporationStockMemberNone
WSMWilliams-Sonoma, Inc. Common StockStockMemberNone
WTWWillis Towers Watson Public Limited Company - Ordinary SharesStockMemberNone
WINGWingstop Inc.StockMemberNone
WGOWinnebago Industries, Inc.StockMemberNone
WTWisdomTree, Inc.StockMemberNone
WWDWoodward, Inc.StockMemberNone
WDAYWorkday, Inc. - Class AStockMemberNone
WRLDWorld Acceptance CorporationStockMemberNone
WHWyndham Hotels & Resorts, Inc.StockMemberNone
XYLXylem Inc. Common Stock NewStockMemberNone
YETIYETI Holdings, Inc.StockMemberNone
YUMCYum China Holdings, Inc.StockMemberNone
YUMYum! Brands, Inc.StockMemberNone
ZZillow Group, Inc. - Class C Capital StockStockMemberNone
ZBHZimmer Biomet Holdings, Inc.StockMemberNone
ZIONZions Bancorporation N.A.StockMemberNone
ZTSZoetis Inc. Class AStockMemberNone
ZMZoom Video Communications, Inc. - Class AStockMemberNone
ZSZscaler, Inc.StockMemberNone
A.P. Moller-Maersk A/S Unsponsored American Depository ReceiptStockMemberNone
ABBNYABB LTD SPONS ADRStockMemberNone
ABN AMRO BANK N.V. ADR CMNOtherMemberNone
Adecco SA Unsponsored ADRStockMemberNone
adidas AG Sponsored ADRStockMemberNone
ADVANTEST CORPORATION SPONSORED ADR CMNOtherMemberNone
ADYEN N.V. ADR CMNOtherMemberNone
AEGAEGON N.V.StockMemberNone
AENA SME SA ADR CMNOtherMemberNone
Aeon Co Ltd American Depositary SharesStockMemberNone
AIA Group, Ltd. Sponsored American Depository ReceiptStockMemberNone
Airbus Group Unsponsored ADRStockMemberNone
Ajinomoto Company, Inc. American Depositary SharesStockMemberNone
AKZOYAkzo Nobel N.V. American Depositary SharesStockMemberNone
ALCAlcon Inc. Ordinary SharesStockMemberNone
Alfa-Laval Ab Unsponsored ADRStockMemberNone
ALLEAllegion plc Ordinary SharesStockMemberNone
ALLIANZ SE ADR CMNOtherMemberNone
Amadeus IT Holding SA Unsponsored American Depository SharesStockMemberNone
ANGLO AMERICAN PLC SPONSORED ADR CMNOtherMemberNone
BUDAnheuser-Busch Inbev SA Sponsored ADRStockMemberNone
ANZ GROUP HLDGS LTD S/ADRStockMemberNone
AONAon plc Class A Ordinary SharesStockMemberNone
ARGXargenx SE - American Depositary SharesStockMemberNone
Arkema Sponsored ADRStockMemberNone
Asahi Kaisai Corporation American Depositary SharesStockMemberNone
Ashtead Group Plc Unsponsored ADRStockMemberNone
ASMLASML Holding N.V. - New York Registry SharesStockMemberNone
Assa Abloy AB Unsponsored ADRStockMemberNone
Astellas Pharma Inc Unsponsored ADRStockMemberNone
AZNAstraZeneca PLC - American Depositary SharesStockMemberNone
Atlas Copco Ab Sponsored ADR repstg Class AStockMemberNone
AVIVA PLC ADR CMNOtherMemberNone
AXA SA Sponsored ADRStockMemberNone
B&M EUROPEAN VALUE RETAIL S.A. ADR CMNOtherMemberNone
BAESYBAE SYSTEMS plc Sponsored ADRStockMemberNone
BBVABanco Bilbao Vizcaya Argentaria S.A.StockMemberNone
SANBanco Santander, S.A. Sponsored ADRStockMemberNone
BCSBarclays PLCStockMemberNone
Bayer Aktiengesellschaft American Depositary SharesStockMemberNone
Beiersdorf A G Unsponsored ADRStockMemberNone
BeiGene, Ltd. - American Depositary SharesStockMemberNone
BNP Paribas American Depositary SharesStockMemberNone
BOC Hong KongStockMemberNone
BRAMBLES LIMITED SPONSORED ADR CMNOtherMemberNone
Brenntag AG, Muehleim/Ruhr Unsponsored American Depository ReceiptStockMemberNone
Bridgestone Corp OrdStockMemberNone
Burberry Group Plc Sponsored ADRStockMemberNone
BUREAU VERITAS ADR CMNOtherMemberNone
CAJPYCANON INC S/ADRStockMemberNone
Cap Gemini SA American Depositary SharesStockMemberNone
Capcom Co Ltd Unsponsored ADRStockMemberNone
CELLNEX TELECOM SA ADR CMNOtherMemberNone
Central Japan Railway Co Unsponsored ADRStockMemberNone
Chugai Pharmaceutical Ltd Unsponsored ADRStockMemberNone
Cochlear Ord Plc A$ 0.10 Par Unsponsored ADRStockMemberNone
Coloplast AS Unsponsored ADRStockMemberNone
Commerzbank Junge Shs American Depositary SharesStockMemberNone
Commonwealth Bank Of Australia Sponsored ADRStockMemberNone
Compagnie de Saint Gobain Unsponsored ADRStockMemberNone
Compass Group Plc American Depositary SharesStockMemberNone
Computershare Ltd Sponsored ADRStockMemberNone
Credit Agricole SA Unsponsored ADRStockMemberNone
CRHCRH PLC American Depositary SharesStockMemberNone
Dai Nippon Printing Limited Japan Sponsored ADRStockMemberNone
DAIFUKU CO., LTD. ADR CMNOtherMemberNone
DAI-ICHI LIFE HLDGS U/ADRStockMemberNone
Daiichi Sankyo Co Limited Sponsored ADRStockMemberNone
Daikin Inds Ltd Unsponsored ADRStockMemberNone
DAIMLER TRUCK HOLDING AG SPONSORED ADR CMNOtherMemberNone
Daiwa House Ind Ltd American Depositary SharesStockMemberNone
Danone Sponsored ADRStockMemberNone
Dassault Systemes, S.A. American Depositary SharesStockMemberNone
Dbs Group Holdings Ltd Ord American Depositary SharesStockMemberNone
Denso Corp Ltd Ord American Depositary SharesStockMemberNone
Dentsu Inc Tokyo Unsponsored ADRStockMemberNone
DBDeutsche Bank AGStockMemberNone
Deutsche Boerse Ag Unsponsored ADRStockMemberNone
DEUTSCHE POST AG S/ADRStockMemberNone
DTEGYDeutsche Telekom AGStockMemberNone
DISCO CORP ADR CMNOtherMemberNone
DNB BANK ASA SPONSORED ADR CMNOtherMemberNone
DR. ING. H.C. F. PORSCHE AKTIE ADR CMNOtherMemberNone
DSV A/S Unsponsored ADRStockMemberNone
ETNEaton Corporation, PLC Ordinary SharesStockMemberNone
Eisai Co Ltd American Depositary SharesStockMemberNone
Enel Societa Per Azioni Unsponsored ADRStockMemberNone
EDPFYEnergias De Portugal, S.A.StockMemberNone
ENGIE SPONSORED ADR CMNOtherMemberNone
ERICEricsson - American Depositary Shares each representing 1 underlying Class B shareStockMemberNone
Erste Group Bank AG Sponsored ADRStockMemberNone
Essilor International SA ADRStockMemberNone
Fanuc Corporation Unsponsored ADRStockMemberNone
Fast Retailing Co Ltd Unsponsored ADRStockMemberNone
FERGFerguson plc Ordinary SharesStockMemberNone
RACEFerrari N.V. Common SharesStockMemberNone
Ferrovial SA Unsponsored ADRStockMemberNone
Financial Square Government Fund FST SharesFundMemberNone
FBPFirst BanCorp. NewStockMemberNone
Fortescue Metal Group Ltd American Depositary SharesStockMemberNone
FMSFresenius Medical Care AGStockMemberNone
FUJIFILM Holdings Corporation American Depositary SharesStockMemberNone
Fujitsu Ltd ADRStockMemberNone
Gas Natural Sdg Sa Unsponsored ADRStockMemberNone
Geberit Ag Jona Unsponsored ADRStockMemberNone
GMABGenmab A/S - American Depositary SharesStockMemberNone
Givaudan SA Unsponsored ADRStockMemberNone
GSKGSK plc American Depositary SharesStockMemberNone
HLNHaleon plc American Depositary SharesStockMemberNone
Hannover Rueckversicherung SE American Depositary SharesStockMemberNone
HDBHDFC Bank LimitedStockMemberNone
HeidelbergCement Ag Unsponsored ADRStockMemberNone
Heineken Nv Sponsored ADRStockMemberNone
Henkel AG and Co. KGAA Sponsored ADR representing Preferred SharesStockMemberNone
Hermes Intl S A Unsponsored ADRStockMemberNone
Hexagon AB American Depositary SharesStockMemberNone
HTHIYHitachi, Ltd. American Depositary SharesStockMemberNone
Holcim Limited Unsponsored ADR representing Namen AKTStockMemberNone
HMCHonda Motor Company, Ltd.StockMemberNone
Hong Kong Exchanges & Clearing Ltd Unsponsored ADRStockMemberNone
HSTHost HotelsStockMemberNone
Hoya Corp Sponsored ADRStockMemberNone
HSBCHSBC Holdings, plc.StockMemberNone
Husqvarna AB Sponsored ADR representing 2 Class B sharesStockMemberNone
Iberdrola Sa Sponsored ADRStockMemberNone
ICLICL Group Ltd. Ordinary SharesStockMemberNone
Imperial Brands PLCStockMemberNone
Industria De Diseno Textil Inditex Sa Unsponsored ADRStockMemberNone
IFNNYInfineon Technologies AGStockMemberNone
Informa PLC Sponsored ADRStockMemberNone
INGING Group, N.V.StockMemberNone
IHGIntercontinental Hotels Group American Depositary SharesStockMemberNone
Intesa Sanpaolo S.P.A. Sponsored ADRStockMemberNone
Isuzu Motors Ltd Ord American Depositary SharesStockMemberNone
Itochu Techno-Solutions Corp Unsponsored ADRStockMemberNone
J Sainsbury Plc Sponsored ADR NEWStockMemberNone
JHXJames Hardie Industries plc American Depositary SharesStockMemberNone
Japan Tobacco Unsponsored American Depository ReceiptStockMemberNone
Jeronimo Martins SGPS SA Unsponsored ADRStockMemberNone
KBC Group NV Unsponsored ADRStockMemberNone
KDDI Corporation Unsponsored ADRStockMemberNone
Kering Unsponsored ADRStockMemberNone
Kerry Group Plc Sponsored ADRStockMemberNone
KIMKimco Realty CorporationStockMemberNone
Kingfisher plc Sponsored American Depositary ReceiptStockMemberNone
Kingspan Group Plc Unsponsored ADRStockMemberNone
KNORR-BREMSE AG ADR CMNOtherMemberNone
Komatsu Ltd Ord American Depositary SharesStockMemberNone
KONINKLIJKE AHOLD N.V. SPONSORED ADR CMNOtherMemberNone
PHGKoninklijke Philips N.V. NY Registry SharesStockMemberNone
Kubota CorporationStockMemberNone
Kuehne & Nagel International Ag Schindellegi Unsponsored ADRStockMemberNone
L'Air Liquide Ord American Depositary SharesStockMemberNone
LEGRAND SA Unsponsored ADRStockMemberNone
LYGLloyds Banking Group Plc American Depositary SharesStockMemberNone
LOGILogitech International S.A. - Registered SharesStockMemberNone
Lonza Group Ag Zuerich Unsponsored ADRStockMemberNone
L'Oreal Co. American Depositary SharesStockMemberNone
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary ReceiptStockMemberNone
Macquarie Group, Ltd. Sponsored ADRStockMemberNone
Makita Corp. American Depositary SharesStockMemberNone
Mazda Motor Corp Unsponsored ADRStockMemberNone
Mediobanca - Banca Di Credito Finanziario SPA Unsponsored ADRStockMemberNone
MELIMercadoLibre, Inc.StockMemberNone
MERCEDES-BENZ GROUP AG ADR CMNOtherMemberNone
MERCK KGAA SPONSORED ADR CMNOtherMemberNone
Michelin Compagnie Generale des Etablissements Michelin Unsponsored ADR representing Nom SharesStockMemberNone
Minebea Ltd Ord American Depositary SharesStockMemberNone
Mitsubishi Electric Corp ADRStockMemberNone
MUFGMitsubishi UFJ Financial Group, Inc.StockMemberNone
Mitsui Fudosan Co Ltd Unsponsored ADRStockMemberNone
MFGMizuho Financial Group, Inc. Sponosred ADRStockMemberNone
MS&AD Insurance Group Holdings, Inc. Unsponsored ADRStockMemberNone
MTU Aero Engines AG Unsponsored ADRStockMemberNone
Muenchener Re Group AG Unsponsored ADRStockMemberNone
Murata Manufacturing Co Ltd Unsponsored ADRStockMemberNone
Namco Bandai Holdings Inc Hamamatsu American Depositary SharesStockMemberNone
National Australia Bank LimitedStockMemberNone
NGGNational Grid Transco, PLC National Grid PLCStockMemberNone
Nestle SA Sponsored ADR representing Registered Shares Series BStockMemberNone
NTESNetEase, Inc. - American Depositary Shares, each representing 5 ordinary sharesStockMemberNone
Newcrest Mining Ltd Sponsored American Depositary SharesStockMemberNone
NICENICE Ltd - American Depositary Shares each representing one Ordinary ShareStockMemberNone
NIDEC CORP ADRStockMemberNone
Nikon Corp American Depositary SharesStockMemberNone
Nintendo Co Ltd ADRStockMemberNone
NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMNOtherMemberNone
Nissan Motor Co., Ltd. American Depositary SharesStockMemberNone
Nitto Denko Corporation American Depositary SharesStockMemberNone
NN GROUP NV ADR CMNOtherMemberNone
NMRNomura Holdings Inc ADR American Depositary SharesStockMemberNone
Nomura Resh Inst Ltd ADRStockMemberNone
NORDEA BANK ABP SPONSORED ADR CMNOtherMemberNone
NVSNovartis AGStockMemberNone
NVONovo Nordisk A/SStockMemberNone
OCADO GROUP PLC SPONSORED ADR CMNOtherMemberNone
OLYMPUS CORP U/ADRStockMemberNone
Omron Corporation Sponsored American Depositary SharesStockMemberNone
Oriental Land Co Ltd Unsponsored ADRStockMemberNone
ORSTED A/S UNSP/ADRStockMemberNone
Otsuka Holdings Co. Ltd, Tokyo Unsponsored ADRStockMemberNone
Oversea-Chinese Banking Corporation Ltd Unsponsored ADRStockMemberNone
PAN PAC INT HLDG UNSP/ADRStockMemberNone
PANDORA A/S SPONSORED ADR CMNOtherMemberNone
PSOPearson, PlcStockMemberNone
PERNOD RICARD SPONSORED ADR CMNOtherMemberNone
PROSUS NV SPONSORED ADR CMNOtherMemberNone
PUKPrudential Public Limited CompanyStockMemberNone
Prysmian S.P.A., Milano Unsponsored ADRStockMemberNone
PSAPublic StorageStockMemberNone
PUBLICIS GROUPE S.A. SPONSORED ADR CMNOtherMemberNone
QBE Insurance Group Ltd Sponsored American Depository ReceiptStockMemberNone
Randstad Holdings NV Unsponsored ADRStockMemberNone
RELXRELX PLC PLC American Depositary SharesStockMemberNone
RTORentokil Initial plc American Depositary SharesStockMemberNone
Rheinmetall Ag Unsponsored ADRStockMemberNone
RIORio Tinto PlcStockMemberNone
Royal DSM NV Sponsored ADRStockMemberNone
Royal KPN N.V.StockMemberNone
Safran S.A. Unsponsored ADRStockMemberNone
SALMAR ASA UNSP/ADRStockMemberNone
Sampo OYJ Unsponsored ADR representing A sharesStockMemberNone
Sandvik A B Sponsored ADRStockMemberNone
SNYSanofi - American Depositary SharesStockMemberNone
SAPSAP SE ADSStockMemberNone
Schneider Electric SE Unsponsored ADRStockMemberNone
Sekisui House Ltd American Depositary SharesStockMemberNone
Seven & I Holdings Co Ltd Unsponsored ADRStockMemberNone
SGS SA ADRStockMemberNone
SHIMANO INC. ADR CMNOtherMemberNone
Shin-Etsu Chemical Co Ltd Unsponsored ADRStockMemberNone
Shiseido Co Ltd Ord American Depositary SharesStockMemberNone
Siemens AG American Depositary SharesStockMemberNone
SIEMENS HEALTHINEERS AG ADR CMNOtherMemberNone
SIKA AG American Depositary ShareStockMemberNone
Singapore Airlines Ltd Unsponsored ADRStockMemberNone
Singapore Exchange Ltd Unsponsored ADRStockMemberNone
SKF AB American Depositary SharesStockMemberNone
SMC Corp Japan SPONSORED ADRStockMemberNone
SNNSmith & Nephew SNATS, Inc.StockMemberNone
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Societe Generale France Sponsored ADRStockMemberNone
Softbank Corp Unsponsored ADRStockMemberNone
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Sonova Holding AG Unsponsored ADRStockMemberNone
SONYSony Group Corporation American Depositary SharesStockMemberNone
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STMSTMicroelectronics N.V.StockMemberNone
Stora Enso OyjStockMemberNone
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SMFGSumitomo Mitsui Financial Group Inc Unsponsored American Depositary SharesStockMemberNone
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Suzuki Motor Corp Unsponsored ADRStockMemberNone
Svenska Handelsbanken Unsponsored ADR representing A SharesStockMemberNone
Swedbank AB Sponsored ADRStockMemberNone
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Swire Pacific Ltd Sponsored ADR representing 1 Class A ShareStockMemberNone
Swiss Re Ltd Sponsored ADRStockMemberNone
SCMWYSwisscom AGStockMemberNone
Symrise Ag Unsponsored ADRStockMemberNone
Sysmex Corporation Unsponsored ADRStockMemberNone
TSMTaiwan Semiconductor Manufacturing Company Ltd.StockMemberNone
TAKTakeda Pharmaceutical Company Limited American Depositary SharesStockMemberNone
TDK CorporationStockMemberNone
TELTE Connectivity Ltd. New Switzerland Registered SharesStockMemberNone
Techtronic Industries Company Ltd American Depositary SharesStockMemberNone
Telefonica SAStockMemberNone
TELSTRA GROUP LTD ADR CMNOtherMemberNone
Temenos Group AG SPONSORED ADRStockMemberNone
Tencent Holdings Limited Unsponsored ADR Representing B SharesStockMemberNone
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Terumo Corp Unsponsored ADRStockMemberNone
THYSSENKRUPP AG S/ADRStockMemberNone
TKOMYTokio Marine Holdings, Inc. Sponsored ADRStockMemberNone
Tokyo Electron Ltd Unsponsored ADRStockMemberNone
Toray Industries Inc ADRStockMemberNone
TMToyota Motor CorporationStockMemberNone
TTTrane Technologies plcStockMemberNone
Treasury Wine Estates Ltd. Sponsored American Depository ReceiptStockMemberNone
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VAT GROUP AG UNSP/ADRStockMemberNone
VEOLIA ENVIRONNEMENT SPONSORED ADR CMNOtherMemberNone
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WORLDLINE SA ADR CMNOtherMemberNone
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Zurich Insurance Group Limited Sponsored American Depositary SharesStockMemberNone
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HIGHVISTA INTERNATIONAL PARTNERS, L.P.OtherMember$50,001 - $100,000
HIGHVISTA PRIVATE EQUITY III, L.P.OtherMember$100,001 - $250,000
HIGHVISTA PRIVATE EQUITY VIII, L.P.OtherMember$1,000,001 - $5,000,000
HIGHVISTA VENTURE CAPITAL IX, L.P.OtherMember$1,000,001 - $5,000,000
HIGHVISTA VENTURE CAPITAL VIII, L.P.OtherMember$1,000,001 - $5,000,000
HIGHVISTA VENTURE CAPITAL X, L.P.OtherMember$1,000,001 - $5,000,000
HIGHVISTA VENTURE CAPITAL XII, LPOtherMember$1,000,001 - $5,000,000
LUXOR CAPITAL PARTNERS LIQUIDATING SPV, LLCOtherMember$1,001 - $15,000
LUXOR CAPITAL PARTNERS, LPOtherMember$15,001 - $50,000
NYES LEDGE CAPITAL PARTNERS, L POtherMemberNone
STEPSTONE VC GLOBAL PARTNERS VIII-B, L.P.OtherMember$500,001 - $1,000,000
Stepstone VC Opportunities VI, L.P.OtherMember$1,000,001 - $5,000,000
UNICORN PARTNERS FUND III, LPOtherMember$1,000,001 - $5,000,000
WAVE EQUITY FUND II LPOtherMember$500,001 - $1,000,000
AMGAffiliated Managers Group, Inc.StockSpouse$1,001 - $15,000
ALLEAllegion plc Ordinary SharesStockSpouse$1,001 - $15,000
BACBank of America CorporationStockSpouse$1,001 - $15,000
CCitigroup, Inc.StockSpouse$1,001 - $15,000
ETEnergy Transfer LP Common UnitsStockSpouse$1,001 - $15,000
IRIngersoll Rand Inc.StockSpouse$1,001 - $15,000
METAMeta Platforms, Inc. - Class AStockSpouse$15,001 - $50,000
MDLZMondelez International, Inc. - Class AStockSpouse$1,001 - $15,000
MSMorgan StanleyStockSpouse$1,001 - $15,000
Morgan Stanley Bank NAOtherSpouse$15,001 - $50,000
HSYThe Hershey CompanyStockSpouse$1,001 - $15,000
TTTrane Technologies plcStockSpouse$1,001 - $15,000
WMTWalmart Inc.StockSpouse$1,001 - $15,000
Vanguard Target Retirement 2035 FundFundSpouse$100,001 - $250,000
The AB Portfolios - AB Balanced Wealth Strategy - Class AFundSpouse$1,001 - $15,000
BBR ALO Fund, LLCOtherDependent$50,001 - $100,000
BlackRock Strategic Income Opportunities Portfolio - InstitutionalFundDependent$1,001 - $15,000
Fidelity Japan FundFundDependent$1,001 - $15,000
Ishares MSCI World Index FundFundDependentNone
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundDependent$15,001 - $50,000
Schwab-CashOtherDependent$1,001 - $15,000
SPYSPDR S&P 500FundDependent$50,001 - $100,000
Vanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundDependent$1,001 - $15,000
Vanguard Limited-Term Tax-Exempt Fd Admiral ShsFundDependent$1,001 - $15,000
BBR ALO Fund, LLCOtherDependent$50,001 - $100,000
BlackRock Strategic Income Opportunities Portfolio - InstitutionalFundDependent$1,001 - $15,000
Fidelity Japan FundFundDependent$1,001 - $15,000
Ishares MSCI World Index FundFundDependentNone
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundDependent$15,001 - $50,000
Schwab-CashOtherDependent$1,001 - $15,000
SPYSPDR S&P 500FundDependent$50,001 - $100,000
Vanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundDependent$1,001 - $15,000
Vanguard Limited-Term Tax-Exempt Fd Admiral ShsFundDependent$1,001 - $15,000
BBR ALO Fund, LLCOtherDependent$100,001 - $250,000
BlackRock Strategic Income Opportunities Portfolio - InstitutionalFundDependent$1,001 - $15,000
Fidelity Japan FundFundDependent$1,001 - $15,000
Ishares MSCI World Index FundFundDependentNone
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundDependent$15,001 - $50,000
Schwab-CashOtherDependent$1,001 - $15,000
SPYSPDR S&P 500FundDependent$50,001 - $100,000
Vanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundDependent$1,001 - $15,000
Vanguard Limited-Term Tax-Exempt Fd Admiral ShsFundDependent$1,001 - $15,000
BBR ALO Fund, LLCOtherDependent$250,001 - $500,000
BlackRock Strategic Income Opportunities Portfolio - InstitutionalFundDependent$15,001 - $50,000
Fidelity Japan FundFundDependent$1,001 - $15,000
Ishares MSCI World Index FundFundDependentNone
Morgan Stanley Institutional Fund - Asia Opportunity Portfolio Class IFundDependent$50,001 - $100,000
Schwab-CashOtherDependent$1,001 - $15,000
SPYSPDR S&P 500FundDependent$250,001 - $500,000
Vanguard Intermediate-Term Tax-Exempt Fd Admiral ShsFundDependent$15,001 - $50,000
Vanguard Limited-Term Tax-Exempt Fd Admiral ShsFundDependent$15,001 - $50,000

How reports are read: holdings methodology.