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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TIAA TRUST, NATIONAL ASSOCIATION

Quarter ended Q2 2025 · Filed August 5, 2025 · Accession 0000930413-25-002382

Total Value
$38.40B
Positions
959
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR CORE MSCI EAFE ETF46432F84225,626,605$2.13B5.57%
2ISHARES CORE MSCI EAFE ETF46432F84221,162,967$1.77B4.61%
3VANGUARD GROWTH ETF9229087363,618,281$1.59B4.14%
4ISHARES RUSSELL TOP 200 GROW4642894386,102,300$1.50B3.92%
5ISHARES INC CORE MSCI EMERGING MKTS46434G10320,190,829$1.21B3.15%
6ISHARES TR MBS ETF46428858812,653,538$1.18B3.09%
7VANGUARD VALUE ETF9229087446,538,952$1.16B3.01%
8VANGUARD FTSE DEVELOPED ETF92194385819,851,667$1.13B2.95%
9ISHARES RUSSELL TOP 200 VALU46428942012,631,293$1.06B2.77%
10ISHARES MBS ETF46428858811,311,371$1.06B2.77%
11ISHARES TR MSCI EAFE SMALL CAP ETF46428827310,982,807$795.2M2.07%
12ISHARES CORE MSCI EMERGING46434G10312,902,905$774.6M2.02%
13ISHARES TR BROAD USD INBD ETFVT GRADE46428862014,268,979$731.1M1.91%
14ISHARES TR ESG AWARE MSCI USA ETF46435G4255,141,138$690.6M1.80%
15ISHARES CORE U.S. AGGREGATE4642872266,271,551$622.1M1.62%
16VANGUARD TAX-EXEMPT BOND ETF92290774612,416,103$608.8M1.59%
17SPDR PORTFOLIO DEVELOPED WOR78463X88913,580,167$549.9M1.43%
18ISHARES NATIONAL MUNI BOND E4642884145,248,670$548.4M1.43%
19VANGUARD RUSSELL 1000 GROWTH92206C6804,788,728$522.9M1.36%
20ISHARES TR RUSSELL 1000 GROWTH ETF4642876141,192,380$502.8M1.31%
21VANGUARD FTSE EMERGING MARKE9220428589,526,003$471.2M1.23%
22ISHARES TR U S TREAS BD ETF46429B26720,252,141$463.8M1.21%
23ISHARES BROAD USD INVESTMENT4642886208,908,971$458.3M1.20%
24ISHARES RUSSELL MID-CAP VALU4642874733,369,507$445.2M1.16%
25VANGUARD S&P 500 ETF922908363773,422$439.3M1.15%
26VANGUARD MID-CAP ETF9229086291,523,435$426.3M1.11%
27ISHARES CORE S&P 500 ETF464287200646,582$401.5M1.05%
28APPLE INCAAPL1,843,928$378.3M0.99%
29VANGUARD RUSSELL 1000 VALUE92206C7144,400,842$375.0M0.98%
30ISHARES SHORT-TERM NATIONAL4642881583,412,248$362.9M0.95%
31MICROSOFT CORPMSFT723,462$359.9M0.94%
32ISHARES RUSSELL MID-CAP GROW4642874812,468,131$342.3M0.89%
33ISHARES RUSSELL 1000 GROWTH464287614788,511$334.8M0.87%
34ISHARES RUSSELL MID-CAP ETF4642874993,567,221$328.1M0.86%
35VANGUARD LARGE-CAP ETF9229086371,122,490$320.2M0.84%
36ISHARES MSCI EAFE SMALL-CAP4642882733,825,075$278.0M0.73%
37VANGUARD MID-CAP VALUE ETF9229085121,674,330$275.4M0.72%
38ISHARES TR RUSSELL 2000 VALUE ETF4642876301,704,602$268.8M0.70%
39ISHARES TR ESG AWARE MSCI EAFE ETF46435G5162,905,012$258.7M0.67%
40VANGUARD TOTAL STOCK MKT ETF922908769818,022$248.6M0.65%
41ISHARES US TREASURY BOND ETF46429B26710,498,946$241.3M0.63%
42NUVEEN ESG LRG-CAP GRW ETFNU2,512,786$236.1M0.62%
43NVIDIA CORPNVDA1,491,562$235.7M0.61%
44ISHARES TR RUSSELL 2000 GROWTH ETF464287648787,182$224.4M0.59%
45VANGUARD SMALL-CAP ETF922908751942,062$223.2M0.58%
46ISHARES TR BROAD USD HIGH YIELD CORPORATE46435U8535,905,273$220.9M0.58%
47ISHARES MSCI INTERNATIONAL Q46434V4565,038,993$217.8M0.57%
48SPDR PORTFOLIO EMERGING MARK78463X5094,954,516$211.8M0.55%
49SPDR PORT S&P 500 VALUE78464A5083,823,232$200.1M0.52%
50AMAZON.COM INCAMZN892,011$195.7M0.51%
51SPDR PORTFOLIO S&P 500 GROWT78464A4092,030,896$193.6M0.50%
52FLEXSHARES TR QUALITY DIVID INDEXFLEX2,616,060$190.6M0.50%
53ISHARES TR CORE U S AGGREGATE BD ETF4642872261,881,630$185.9M0.48%
54VANGUARD MID-CAP GROWTH ETF922908538653,335$185.8M0.48%
55VANGUARD INTERMEDIATE-TERM B9219378192,372,485$183.5M0.48%
56VANGUARD TOTAL BOND MARKET9219378352,470,057$181.9M0.47%
57NUVEEN ESG LARGE-CAP VAL ETFNU4,292,766$179.9M0.47%
58ALPHABET INC-CL AGOOG1,019,675$179.7M0.47%
59SPDR S&P 500 ETF TRUSTSPY287,757$177.8M0.46%
60ISHARES RUSSELL 2000 GROWTH464287648588,495$168.2M0.44%
61ISHARES ESG AWARE MSCI USA46435G4251,133,534$153.4M0.40%
62ISHARES RUSSELL 2000 VALUE E464287630968,029$152.7M0.40%
63VANGUARD SMALL-CAP VALUE ETF922908611782,153$152.5M0.40%
64SCHWAB INTL SMALL-CAP EQUITY8085248883,418,557$145.6M0.38%
65ISHARES MSCI EAFE VALUE ETF4642888772,269,601$144.1M0.38%
66META PLATFORMS INC-CLASS AMETA194,735$143.7M0.37%
67JPMORGAN CHASE & COVYLD481,235$139.5M0.36%
68VANGUARD SMALL-CAP GRWTH ETF922908595492,902$136.5M0.36%
69ISHARES INC ESG AWARE MSCI EM ETF46434G8633,417,292$133.5M0.35%
70ISHARES TR RUSSELL 1000 VALUE ETF464287598688,362$133.1M0.35%
71ISHARES RUSSELL 2000 ETF464287655582,429$125.7M0.33%
72ISHARES JP MORGAN USD EMERGI4642882811,349,016$124.9M0.33%
73BERKSHIRE HATHAWAY INC-CL BBRK-A229,272$111.4M0.29%
74ISHARES BROAD USD HIGH YIELD46435U8532,962,863$111.1M0.29%
75FLEXSHARES QUALITY DIVIDENDFLEX1,431,992$104.8M0.27%
76VANGUARD TOTAL INTL BOND ETF92203J4072,007,061$99.4M0.26%
77BROADCOM INCAVGO344,567$95.0M0.25%
78ISHARES TR RUSSELL 1000 ETF464287622281,194$94.9M0.25%
79ISHARES TRUST ISHARES ESG AW46435G5161,059,170$94.5M0.25%
80ISHARES RUSSELL 1000 ETF464287622277,753$94.3M0.25%
81ISHARES RUSSELL 1000 VALUE E464287598484,496$94.1M0.25%
82ISHARES MSCI USA QUALITY FAC46432F339434,628$79.5M0.21%
83NUVEEN ESG INTL DEVEL MRK EQNU2,146,017$76.2M0.20%
84ISHARES MSCI EAFE GROWTH ETF464288885668,262$74.8M0.20%
85ISHARES CORE S&P MIDCAP ETF4642875071,161,977$72.1M0.19%
86VISA INC-CLASS A SHARESV193,500$68.7M0.18%
87ELI LILLY & COLLY82,159$64.0M0.17%
88NUVEEN ESG SMALL-CAP ETFNU1,467,595$59.8M0.16%
89ISHARES TR ESG MSCI USA SMALL-CAP ETF46435U6631,431,662$59.1M0.15%
90BERKSHIRE HATHAWAY INC-CL ABRK-A81$59.0M0.15%
91UNITEDHEALTH GROUP INCUNH189,184$59.0M0.15%
92ISHARES CORE S&P SMALL-CAP E464287804514,816$56.3M0.15%
93ALPHABET INC-CL CGOOG312,974$55.5M0.14%
94EXXON MOBIL CORPXOM507,744$54.7M0.14%
95WALMART INCWMT548,223$53.6M0.14%
96JOHNSON & JOHNSONJNJ341,008$52.1M0.14%
97THERMO FISHER SCIENTIFIC INCTMO123,943$50.3M0.13%
98ORACLE CORPORCL-PD222,329$48.6M0.13%
99MASTERCARD INC - AMA82,750$46.5M0.12%
100ISHARES MSCI EMR MRK EX CHNA46434G764730,193$46.1M0.12%
101JPMORGAN MUNICIPAL ETF46641Q647910,262$45.2M0.12%
102ISHARES NEW YORK MUNI BOND E464288323855,370$44.6M0.12%
103SPDR S&P 400 MID CAP VALUE E78464A839555,840$44.2M0.12%
104SERVICENOW INCNOW41,710$42.9M0.11%
105WELLS FARGO & CO949746101515,226$41.3M0.11%
106ISHARES CALIFORNIA MUNI BOND464288356731,421$40.8M0.11%
107UTILITIES SELECT SECTOR SPDR81369Y886494,546$40.4M0.11%
108ISHARES INC ISHARES ESG AWAR46434G8631,017,206$39.8M0.10%
109NUVEEN ESG EMERGING MARKETSNU1,180,714$39.2M0.10%
110ISHARES GOLD TRUSTIAU627,414$39.1M0.10%
111SNOWFLAKE INCSNOW172,746$38.7M0.10%
112BANK OF AMERICA CORP060505104797,269$37.7M0.10%
113INTUIT INCINTU47,858$37.7M0.10%
114PEPSICO INCPEP282,025$37.2M0.10%
115NUVEEN ESG MID-CAP VALUE ETFNU1,004,386$36.2M0.09%
116NETFLIX INCNFLX26,958$36.1M0.09%
117HOME DEPOT INCHD96,992$35.6M0.09%
118ISHA CURR HEDGED MSCI EAFE46434V803936,302$35.5M0.09%
119PROCTER & GAMBLE CO/THE742718109215,055$34.3M0.09%
120INTL BUSINESS MACHINES CORPINTR112,422$33.1M0.09%
121RTX CORPRTX226,904$33.1M0.09%
122VANECK HIGH YIELD MUNI ETF92189H409641,370$32.2M0.08%
123ISHARES ESG AWARE MSCI USA S46435U663768,413$31.8M0.08%
124GE AEROSPACE COM369604301122,729$31.6M0.08%
125SALESFORCE INCCRM114,659$31.3M0.08%
126BOEING CO/THEBA-PA144,941$30.4M0.08%
127ABBVIE INCABBV161,981$30.1M0.08%
128SPDR SER TR BLOOMBERG BARCLAYS78464A474975,060$29.4M0.08%
129AMERICAN EXPRESS COAXP92,113$29.4M0.08%
130TESLA INCTSLA92,286$29.3M0.08%
131ALPS ETF TR ALERIAN MLP ETF NEW00162Q452597,385$29.2M0.08%
132VANGUARD INFO TECH ETF92204A70243,451$28.8M0.08%
133KKR & CO INCKKRT214,823$28.6M0.07%
134BOSTON SCIENTIFIC CORPBSX263,156$28.3M0.07%
135CHEVRON CORPCVX197,133$28.2M0.07%
136PALO ALTO NETWORKS INCPANW134,836$27.6M0.07%
137CISCO SYSTEMS INCCSCO390,652$27.1M0.07%
138EATON CORP PLCETN73,315$26.2M0.07%
139ISHARES RUSSELL 3000 ETF46428768974,331$26.1M0.07%
140CROWDSTRIKE HOLDINGS INC - ACRWD50,382$25.7M0.07%
141PHILIP MORRIS INTERNATIONAL718172109139,396$25.4M0.07%
142TJX COMPANIES INC872540109201,169$24.8M0.06%
143NUVEEN ESG MID-CAP GROW ETFNU498,599$24.2M0.06%
144TAIWAN SEMICONDUCTOR-SP ADR874039100102,259$23.2M0.06%
145DANAHER CORP235851102115,792$22.9M0.06%
146TECHNOLOGY SELECT SECT SPDR81369Y80389,594$22.7M0.06%
147ISHARES CRNCY HEDGD MSCI EM46434G509739,414$22.3M0.06%
148SPDR BLOOMBERG INVESTMENT GR78468R200718,081$22.1M0.06%
149VANECK JPM EM LOCAL CURR BND92189H300868,662$22.0M0.06%
150CONSUMER STAPLES SPDR81369Y308267,561$21.7M0.06%
151GE VERNOVA INCGEV40,682$21.5M0.06%
152ISHARES 20 YEAR TREASURY BD464287432239,271$21.1M0.06%
153MERCADOLIBRE INCMELI8,022$21.0M0.05%
154COSTCO WHOLESALE CORP22160K10521,062$20.9M0.05%
155MORGAN STANLEYMS-PQ145,780$20.5M0.05%
156PALANTIR TECHNOLOGIES INC-APLTR150,034$20.5M0.05%
157MCKESSON CORPMCK27,710$20.3M0.05%
158ATLASSIAN CORP-CL ATEAM97,570$19.8M0.05%
159SPOTIFY TECHNOLOGY SASPOT25,464$19.5M0.05%
160ARISTA NETWORKS INCANET190,742$19.5M0.05%
161LOWE'S COS INC54866110786,746$19.2M0.05%
162WELLTOWER INCWELL124,040$19.1M0.05%
163ALERIAN MLP ETF00162Q452385,300$18.8M0.05%
164DUKE ENERGY CORPDUKB158,945$18.8M0.05%
165ACCENTURE PLC-CL AACN62,317$18.6M0.05%
166CME GROUP INCCME66,673$18.4M0.05%
167ABBOTT LABORATORIESABLZF133,214$18.1M0.05%
168SOUTHERN CO/THESOMN190,737$17.5M0.05%
169LINDE PLCLIN35,721$16.8M0.04%
170CLOUDFLARE INC - CLASS ANET85,523$16.7M0.04%
171QUANTA SERVICES INC74762E10243,009$16.3M0.04%
172COCA-COLA CO/THEKO229,199$16.2M0.04%
173ISHARES MSCI EAFE ETF464287465177,865$15.9M0.04%
174SPDR S&P 600 SMALL CAP GROWT78464A201179,135$15.9M0.04%
175INTUITIVE SURGICAL INCISRG28,926$15.7M0.04%
176UBER TECHNOLOGIES INCUBER168,308$15.7M0.04%
177NOVO-NORDISK A/S-SPONS ADRNONOF227,375$15.7M0.04%
178ISHARES 7-10 YEAR TREASURY B464287440155,872$14.9M0.04%
179INVESCO QQQ TRUST SERIES 1IVZ26,891$14.8M0.04%
180AIRBNB INC-CLASS AABNB109,731$14.5M0.04%
181ISHARES INTL AGGREGATE BOND46435G672283,235$14.5M0.04%
182ISHARES 0-5 YR INV GRD CORP46434V100284,941$14.4M0.04%
183EQT CORPEQT245,690$14.3M0.04%
184FREEPORT-MCMORAN INCFCX329,176$14.3M0.04%
185MCDONALD'S CORPMCD48,497$14.2M0.04%
186CONSTELLATION BRANDS INC-ASTZ85,127$13.8M0.04%
187PARKER HANNIFIN CORPPH19,623$13.7M0.04%
188SPDR S&P 600 SMALL CAP VALUE78464A300169,883$13.5M0.04%
189REALTY INCOME CORPO233,692$13.5M0.04%
190S&P GLOBAL INCSPGI25,520$13.5M0.04%
191VANGUARD REAL ESTATE ETF922908553146,928$13.1M0.03%
192MERCK & CO. INC.MRK163,799$13.0M0.03%
193AUTOMATIC DATA PROCESSINGADP41,752$12.9M0.03%
194STRYKER CORPSYK32,531$12.9M0.03%
195COMM SERV SELECT SECTOR SPDR81369Y852118,575$12.9M0.03%
196HONEYWELL INTERNATIONAL INC43851610654,842$12.8M0.03%
197PIMCO 1-5 YEAR US TIPS INDEX72201R205235,926$12.7M0.03%
198CYBERARK SOFTWARE LTD/ISRAELM2682V10831,016$12.6M0.03%
199ADOBE INCADBE32,213$12.5M0.03%
200AMGEN INCAMGN43,135$12.0M0.03%
201TEXAS PACIFIC LAND CORPTPL11,103$11.7M0.03%
202SPDR S&P INTL SMALL CAP78463X871306,589$11.4M0.03%
203PPL CORPPPLC330,184$11.2M0.03%
204PAYPAL HOLDINGS INCPYPL149,393$11.1M0.03%
205SPDR S&P 400 MID CAPGROWTH E78464A821125,994$10.9M0.03%
206TRAVELERS COS INC/THETRV40,736$10.9M0.03%
207SPROTT PHYSICAL GOLD AND SILSII362,035$10.9M0.03%
208SPDR PORT SHRT TRM CORP BND78464A474359,301$10.8M0.03%
209ISHARES S&P 500 GROWTH ETF46428730994,045$10.4M0.03%
210UNION PACIFIC CORPUNP43,631$10.0M0.03%
211ISHARES TR RUSSELL MID-CAP GROWTH ETF46428748172,666$10.0M0.03%
212SPROTT PHYSICAL SILVER TRUSTSII810,456$9.9M0.03%
213ISHARES 1-3 YEAR TREASURY BO464287457116,165$9.6M0.03%
214WALT DISNEY CO/THE25468710675,930$9.4M0.02%
215NEXTERA ENERGY INCNEE-PW129,986$9.0M0.02%
216LOCKHEED MARTIN CORPLMT19,200$8.9M0.02%
217CATERPILLAR INCCAT22,758$8.8M0.02%
218AT&T INCT-PC297,637$8.6M0.02%
219SPROTT PHYSICAL GOLD TRUSTSII338,085$8.6M0.02%
220SPDR S&P MIDCAP 400 ETF TRSTMDY14,545$8.2M0.02%
221NORTHROP GRUMMAN CORPNOC16,392$8.2M0.02%
222APPLIED MATERIALS INC03822210543,971$8.0M0.02%
223PFIZER INCPFE327,994$8.0M0.02%
224COMCAST CORP-CLASS ACCZ222,143$7.9M0.02%
225ENTERGY CORPENO91,073$7.6M0.02%
226DEERE & CODE14,732$7.5M0.02%
227QUALCOMM INCQCOM46,773$7.4M0.02%
2283M COMMM48,295$7.4M0.02%
229GOLDMAN SACHS GROUP INCGSCE10,205$7.2M0.02%
230VANGUARD SHORT-TERM BOND ETF92193782790,614$7.1M0.02%
231VERTIV HOLDINGS CO-AVRT54,061$6.9M0.02%
232SCHWAB (CHARLES) CORPSCHW-PJ75,046$6.8M0.02%
233ISHARES MSCI EMERGING MARKET464287234140,167$6.8M0.02%
234ILLINOIS TOOL WORKS45230810927,309$6.8M0.02%
235SPDR PORTFOLIO TIPS ETF78464A656251,083$6.5M0.02%
236DUTCH BROS INC-CLASS ABROS95,574$6.5M0.02%
237ISHARES SELECT U.S. REIT ETF464287564103,070$6.3M0.02%
238TEXAS INSTRUMENTS INC88250810429,947$6.2M0.02%
239AVANTIS US SMALL CAP VALUE02507287765,196$5.9M0.02%
240COLGATE-PALMOLIVE COCL64,490$5.9M0.02%
241O'REILLY AUTOMOTIVE INC67103H10763,218$5.7M0.01%
242VERIZON COMMUNICATIONS INCVZ129,374$5.6M0.01%
243CONOCOPHILLIPSCOP61,645$5.5M0.01%
244VANGUARD DIVIDEND APPREC ETF92190884426,998$5.5M0.01%
245FINANCIAL SELECT SECTOR SPDR81369Y605105,381$5.5M0.01%
246NORFOLK SOUTHERN CORP65584410820,616$5.3M0.01%
247CAPITAL ONE FINANCIAL CORP14040H10524,747$5.3M0.01%
248MONDELEZ INTERNATIONAL INC-A60920710577,231$5.2M0.01%
249VANGUARD TOTAL INTL STOCK92190976874,373$5.1M0.01%
250BRISTOL-MYERS SQUIBB COCELG-RI107,663$5.0M0.01%
251STARBUCKS CORPSBUX53,196$4.9M0.01%
252ANALOG DEVICES INCADI19,237$4.6M0.01%
253ISHARES TIPS BOND ETF46428717641,335$4.5M0.01%
254ISHARES CORE S&P U.S. GROWTH46428767129,163$4.4M0.01%
255SHERWIN-WILLIAMS CO/THESHW12,723$4.4M0.01%
256WASTE MANAGEMENT INC94106L10919,048$4.4M0.01%
257SYNOPSYS INCSNPS8,266$4.2M0.01%
258EMERSON ELECTRIC COEMR31,713$4.2M0.01%
259CSX CORPCSX129,115$4.2M0.01%
260ISHARES 3-7 YEAR TREASURY BO46428866134,883$4.2M0.01%
261BLACKSTONE INCBX27,513$4.1M0.01%
262VANGUARD FTSE ALL-WORLD EX-U92204277560,666$4.1M0.01%
263VANGUARD HEALTH CARE ETF92204A50415,889$3.9M0.01%
264MARVELL TECHNOLOGY INCMRVL50,036$3.9M0.01%
265AIR PRODUCTS & CHEMICALS INCAIIR13,242$3.7M0.01%
266AMETEK INCAME20,540$3.7M0.01%
267CONSUMER DISCRETIONARY SELT81369Y40717,080$3.7M0.01%
268MARSH & MCLENNAN COS57174810216,939$3.7M0.01%
269THE CIGNA GROUP12552310011,004$3.6M0.01%
270TARGET CORPTGT36,317$3.6M0.01%
271KIMBERLY-CLARK CORPKMB27,066$3.5M0.01%
272APPLOVIN CORP-CLASS AAPP9,920$3.5M0.01%
273ISHARES S&P 500 VALUE ETF46428740817,669$3.5M0.01%
274ALTRIA GROUP INCMO58,795$3.4M0.01%
275BOOKING HOLDINGS INCBKNG588$3.4M0.01%
276VANGUARD MORTGAGE-BACKED SEC92206C77173,248$3.4M0.01%
277VANGUARD HIGH DVD YIELD ETF92194640625,240$3.4M0.01%
278AMERICAN ELECTRIC POWER02553710132,345$3.4M0.01%
279LAM RESEARCH CORPLRCX34,412$3.3M0.01%
280PNC FINANCIAL SERVICES GROUP69347510517,911$3.3M0.01%
281CHUBB LTDCB11,207$3.2M0.01%
282DIMENSIONAL US MARKETWIDE VA25434V72475,617$3.2M0.01%
283ASML HOLDING NV-NY REG SHSASMLF3,988$3.2M0.01%
284CENCORA INCCOR10,634$3.2M0.01%
285MOODY'S CORPMCO6,227$3.1M0.01%
286ISHARES TR RUSSELL MID-CAP VALUE ETF46428747323,506$3.1M0.01%
287ISHARES CORE S&P TOTAL U.S.46428715022,696$3.1M0.01%
288AFLAC INCAFL28,722$3.0M0.01%
289NIKE INC -CL BNKE42,589$3.0M0.01%
290ZOETIS INCZTS18,995$3.0M0.01%
291BLACKROCK INCBLK2,818$3.0M0.01%
292FORTUNA MINING CORP349942102436,540$2.9M0.01%
293SCHWAB US LARGE-CAP ETF808524201116,681$2.9M0.01%
294GILEAD SCIENCES INCGILD24,558$2.7M0.01%
295ADVANCED MICRO DEVICESAMD19,143$2.7M0.01%
296CHIPOTLE MEXICAN GRILL INCCMG47,754$2.7M0.01%
297ELEVANCE HEALTH INCELV6,795$2.6M0.01%
298DIMENSIONAL US CORE EQUITY 225434V70873,686$2.6M0.01%
299ALLSTATE CORPALL-PJ13,004$2.6M0.01%
300HEALTH CARE SELECT SECTOR81369Y20919,101$2.6M0.01%
301SCHWAB US BROAD MARKET ETF808524102107,914$2.6M0.01%
302BECTON DICKINSON AND COBDX14,736$2.5M0.01%
303INTEL CORPINTC110,751$2.5M0.01%
304VERTEX PHARMACEUTICALS INCVRTX5,402$2.4M0.01%
305BANK OF HAWAII CORP06254010935,153$2.4M0.01%
306TRANE TECHNOLOGIES PLCTT5,307$2.3M0.01%
307CONSOLIDATED EDISON INCED23,007$2.3M0.01%
308DIMENSIONAL US EQ MKT ETF25434V40134,347$2.3M0.01%
309BANK OF NEW YORK MELLON CORP06405810025,097$2.3M0.01%
310AMERICAN TOWER CORP03027X10010,222$2.3M0.01%
311US BANCORPUSB-PS49,294$2.2M0.01%
312PUBLIC SERVICE ENTERPRISE GP74457310626,430$2.2M0.01%
313INDUSTRIAL SELECT SECT SPDR81369Y70414,644$2.2M0.01%
314CARRIER GLOBAL CORPCARR29,515$2.2M0.01%
315INVESCO S&P 500 EQUAL WEIGHTIVZ11,865$2.2M0.01%
316COPART INCCPRT43,672$2.1M0.01%
317ROCKWELL AUTOMATION INCROK6,326$2.1M0.01%
318DOMINION RESOURCES INC/VAD36,993$2.1M0.01%
319PHILLIPS 66PSX17,413$2.1M0.01%
320SPDR S&P DIVIDEND ETF78464A76315,293$2.1M0.01%
321CONSTELLATION ENERGYCEG6,370$2.1M0.01%
322ISHARES CMBS ETF46429B36641,898$2.0M0.01%
323PPG INDUSTRIES INC69350610717,838$2.0M0.01%
324KLA CORPKLAC2,230$2.0M0.01%
325SYSCO CORPSYY26,317$2.0M0.01%
326VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX92290774639,647$1.9M0.01%
327CITIGROUP INCC-PR22,792$1.9M0.01%
328VERISK ANALYTICS INCVRSK6,221$1.9M0.01%
329PROGRESSIVE CORP7433151037,236$1.9M0.01%
330FISERV INCFISV11,091$1.9M0.00%
331MOTOROLA SOLUTIONS INCMSI4,514$1.9M0.00%
332CVS HEALTH CORPCVS27,108$1.9M0.00%
333ENERGY SELECT SECTOR SPDR81369Y50622,009$1.9M0.00%
334GENERAL DYNAMICS CORPGD6,391$1.9M0.00%
335INTERCONTINENTAL EXCHANGE IN45866F10410,158$1.9M0.00%
336MARRIOTT INTERNATIONAL -CL A5719032026,758$1.8M0.00%
337HUBBELL INCHUBB4,511$1.8M0.00%
338VANGUARD S&P 500 GROWTH ETF9219325054,429$1.8M0.00%
339ISHARES ESG OPTIMIZED MSCI U46428880213,844$1.8M0.00%
340T-MOBILE US INCTMUSZ7,364$1.8M0.00%
341VANGUARD UTILITIES ETF92204A8769,904$1.7M0.00%
342ISHARES TR NATL MUN BD ETF FD46428841416,464$1.7M0.00%
343ECOLAB INCECL6,211$1.7M0.00%
344DIMENSIONAL US SMALL CAP ETF25434V50026,192$1.7M0.00%
345VANGUARD EXTENDED MARKET ETF9229086528,630$1.7M0.00%
346SPDR DJIA TRUST78467X1093,747$1.7M0.00%
347MARATHON PETROLEUM CORP COMMARA9,888$1.6M0.00%
348ISHARES SELECT DIVIDEND ETF46428716812,255$1.6M0.00%
349AMERIPRISE FINANCIAL INC03076C1062,992$1.6M0.00%
350INGERSOLL RAND INCIR18,393$1.5M0.00%
351ISHARES S&P 100 ETF4642871015,016$1.5M0.00%
352SCHWAB US LARGE-CAP GROWTH80852430051,726$1.5M0.00%
353UNITED RENTALS INCURI1,991$1.5M0.00%
354STATE STREET CORPSTT-PG14,085$1.5M0.00%
355ROYAL BANK OF CANADA78008710211,354$1.5M0.00%
356YUM BRANDS INCYUM9,984$1.5M0.00%
357EQUINIX INCEQIX1,816$1.4M0.00%
358CARLISLE COS INC1423391003,848$1.4M0.00%
359HESS CORPHESM10,339$1.4M0.00%
360FEDEX CORPFDX6,283$1.4M0.00%
361WEC ENERGY GROUP INCWEC13,651$1.4M0.00%
362VANGUARD CONSUMER DISCRE ETF92204A1083,912$1.4M0.00%
363GENERAL MILLS INC37033410427,238$1.4M0.00%
364SCHWAB INTL EQUITY ETF80852480563,730$1.4M0.00%
365M & T BANK CORP55261F1047,140$1.4M0.00%
366CINTAS CORPCTAS6,181$1.4M0.00%
367REAL ESTATE SELECT SECT SPDR81369Y86032,120$1.3M0.00%
368JOHNSON CONTROLS INTERNATIONG5150210512,489$1.3M0.00%
369OTIS WORLDWIDE CORPOTIS13,108$1.3M0.00%
370AXON ENTERPRISE INCAXON1,536$1.3M0.00%
371KROGER COKR17,699$1.3M0.00%
372FASTENAL COFAST29,980$1.3M0.00%
373JEFFERIES FINANCIAL GROUP IN47233W10922,995$1.3M0.00%
374DOVER CORPDOV6,857$1.3M0.00%
375SCHWAB US DVD EQUITY ETF80852479747,284$1.3M0.00%
376WORTHINGTON ENTERPRISES INCWOR19,651$1.3M0.00%
377BROOKFIELD CORP11271J10720,191$1.2M0.00%
378UNITED PARCEL SERVICE-CL BUPS12,283$1.2M0.00%
379CUMMINS INCCMI3,750$1.2M0.00%
380FORTINET INCFTNT11,282$1.2M0.00%
381TRUIST FINANCIAL CORP89832Q10927,412$1.2M0.00%
382ISHARES S&P SMALL-CAP 600 VA46428787911,624$1.2M0.00%
383IDEXX LABORATORIES INC45168D1042,149$1.2M0.00%
384DIMENSIONAL US TARGET VALUE25434V60921,173$1.1M0.00%
385VANGUARD COMMUNICATION SERVI92204A8846,680$1.1M0.00%
386ISHARES MSCI USA MIN VOL FAC46429B69712,169$1.1M0.00%
387MEDTRONIC PLCMDT12,926$1.1M0.00%
388ISHARES DOW JONES U.S. ETF4642878467,380$1.1M0.00%
389ISHARES S&P MID-CAP 400 VALU4642877058,953$1.1M0.00%
390BROADRIDGE FINANCIAL SOLUTIO11133T1034,545$1.1M0.00%
391REPUBLIC SERVICES INC7607591004,443$1.1M0.00%
392EOG RESOURCES INCEOG9,026$1.1M0.00%
393ROPER TECHNOLOGIES INCROP1,895$1.1M0.00%
394WORKDAY INC-CLASS AWDAY4,311$1.0M0.00%
395NORTHERN TRUST CORPNTRSO8,121$1.0M0.00%
396FRANKLIN RESOURCES INCBEN43,000$1.0M0.00%
397PAYCHEX INCPAYX7,034$1.0M0.00%
398LABCORP HOLDINGS INCLH3,885$1.0M0.00%
399ROSS STORES INCROST7,983$1.0M0.00%
400AMEREN CORPORATIONAEE10,531$1.0M0.00%
401NOVARTIS AG-SPONSORED ADRNVSEF8,282$1.0M0.00%
402WOODWARD INCWWD4,065$996,2910.00%
403ENBRIDGE INCENNPF21,901$992,5530.00%
404FIDELITY NATIONAL INFO SERV31620M10612,145$988,7240.00%
405ISHARES S&P SMALL-CAP 600 GR4642878877,418$986,8910.00%
406DUPONT DE NEMOURS INCDD14,326$982,6200.00%
407ISHARES USTECHNOLOGY ETF4642877215,590$968,5790.00%
408VANGUARD FINANCIALS ETF92204A4057,586$965,6980.00%
409FLEXSHARES MORNINGSTAR US MAFLEX4,243$950,4690.00%
410ENTERPRISE PRODUCTS PARTNERS29379210730,576$948,1620.00%
411REGENERON PHARMACEUTICALSREGN1,802$946,0500.00%
412L3HARRIS TECHNOLOGIES INCLHX3,766$944,6630.00%
413CORTEVA INCCTVA12,659$943,4750.00%
414GOLDMAN SACHS ACCESS TREASURNVGLF9,352$936,6030.00%
415HERSHEY CO/THEHSY5,637$935,4600.00%
416PEO ALPHAQUEST THEMATIC PE45259A55549,627$925,8560.00%
417AON PLC-CLASS AAON2,568$916,1600.00%
418WATERS CORP9418481032,598$906,8060.00%
419DELL TECHNOLOGIES -CDELL7,372$903,8070.00%
420ISHARES S&P MID-CAP 400 GROW4642876069,800$891,6040.00%
421WORTHINGTON STEEL INC98210410129,316$874,4960.00%
422SCHWAB US SMALL-CAP ETF80852460734,188$864,9560.00%
423WW GRAINGER INC384802104831$864,4390.00%
424EXELON CORPEXC19,786$859,1080.00%
425AEROVIRONMENT INCAVAV3,012$858,2690.00%
426METLIFE INCMET-PF10,611$853,3370.00%
427BUNGE GLOBAL SABG10,623$852,8140.00%
428MICROCHIP TECHNOLOGY INCMCHPP12,076$849,7880.00%
429EDWARDS LIFESCIENCES CORPEW10,865$849,7520.00%
430PROLOGIS INCPLDGP8,000$840,9600.00%
431AMPHENOL CORP-CL A0320951018,330$822,5880.00%
432ASTRAZENECA PLC-SPONS ADRAZN11,698$817,4560.00%
433XCEL ENERGY INCXELLL11,775$801,8780.00%
434AUTODESK INCADSK2,573$796,5240.00%
435ATMOS ENERGY CORPATO5,107$787,0400.00%
436MCCORMICK & CO-NON VTG SHRSMKC-V10,275$779,0500.00%
437NRG ENERGY INCNRG4,757$763,8790.00%
438CORNING INCGLW13,954$733,8410.00%
439ARTHUR J GALLAGHER & CO3635761092,224$711,9470.00%
440XPO INCXPO5,560$702,1720.00%
441TRACTOR SUPPLY COMPANYTSCO13,239$698,6220.00%
442CANADIAN PACIFIC KANSAS CITYCP8,813$698,6070.00%
443AUTOZONE INCAZO188$697,8990.00%
444CADENCE DESIGN SYS INCCDNS2,206$679,7790.00%
445ISHARES CORE S&P U.S. VALUE4642876637,178$679,2540.00%
446SHELL PLC-ADRRYDAF9,426$663,6850.00%
447WESTERN DIGITAL CORPWDC9,984$638,8760.00%
448OGE ENERGY CORPOGE14,389$638,5840.00%
449GE HEALTHCARE TECHNOLOGYGEHC8,590$636,2610.00%
450MATERIALS SELECT SECTOR SPDR81369Y1007,195$631,7930.00%
451ESSEX PROPERTY TRUST INC2971781052,223$629,9980.00%
452VANGUARD INDEX FDS VANGUARD GROWTH ETF9229087361,442$629,0400.00%
453BANK OF MONTREAL0636711015,655$625,6130.00%
454BROOKFIELD INFRASTRUCTURE PAG1625210118,552$621,4920.00%
455BP PLC-SPONS ADRBPPFF20,657$618,2640.00%
456SPDR MSCI ACWI EX-US78463X84818,879$616,5880.00%
457SOUTHSTATE CORPSSB6,697$616,3250.00%
458COGNIZANT TECH SOLUTIONS-ACTSH7,879$614,7980.00%
459SPDR PORTFOLIO S&P 1500 COMP78464A8058,189$613,2740.00%
460CHENIERE ENERGY INCLNG2,509$610,9920.00%
461SPDR GOLD SHARESGLD1,972$601,1250.00%
462TE CONNECTIVITY PLCTEL3,553$599,2850.00%
463VANGUARD ENERGY ETF92204A3064,963$591,1930.00%
464VANGUARD CONSUMER STAPLE ETF92204A2072,665$583,6350.00%
465TRANSDIGM GROUP INCTDG378$574,8020.00%
466ISHARES MSCI USA MOMENTUM FA46432F3962,362$567,6360.00%
467SCHWAB FNDMNTL US LRG CO ETF80852477123,054$565,7450.00%
468SNAP-ON INCSNA1,818$565,7250.00%
469INVESCO S&P GLOBAL WATER INDIVZ9,012$563,2500.00%
470AMERICAN INTERNATIONAL GROUP0268747846,572$562,4970.00%
471VANGUARD INDUSTRIALS ETF92204A6032,008$562,3810.00%
472BIOGEN INCBIIB4,443$557,9960.00%
473MICRON TECHNOLOGY INCMU4,483$552,5300.00%
474BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,130$548,5100.00%
475MARKEL GROUP INCMKL274$547,2770.00%
476ZIMMER BIOMET HOLDINGS INCZBH5,992$546,5300.00%
477FIRST TRUST DJ INTERNET IND33733E3022,011$541,6230.00%
478SEMPRASREA7,142$541,1490.00%
479ROYAL CARIBBEAN CRUISES LTDV7780T1031,705$533,9040.00%
480UNILEVER PLC-SPONSORED ADRUNLYF8,686$531,3230.00%
481FIRST TRUST CAPITAL STRENGTH33733E1045,834$530,2520.00%
482SPDR PORTFOLIO S&P 500 ETF78464A8547,282$529,3290.00%
483VANGUARD MEGA CAP GROWTH ETF9219108161,440$527,2850.00%
484VALERO ENERGY CORPVLO3,904$524,7760.00%
485ISHARES CORE DIVIDEND GROWTH46434V6218,149$521,0470.00%
486ISHARES ESG MSCI KLD 400 ETF4642885704,475$519,8160.00%
487ALLIANT ENERGY CORPLNT8,457$511,3950.00%
488ONEOK INCOKE6,230$508,5550.00%
489WISDOMTREE U.S. QUALITY DIVIWT6,021$504,1990.00%
490ISHARES BITCOIN TRUST ETFIBIT8,184$500,9430.00%
491ISHARES 10-20 YEAR TREASURY4642886534,832$490,9310.00%
492SHOPIFY INC - CLASS ASHOP4,172$481,2400.00%
493HOWMET AEROSPACE INCHWM2,570$478,3540.00%
494EVERSOURCE ENERGYES7,486$476,2590.00%
495VANGUARD INTL FD FTSE DEVELOPED MKTS9219438588,214$466,7970.00%
496FORD MOTOR CO34537086042,912$465,5950.00%
497APPLE INC COMAAPL2,311$464,6440.00%
498VERALTO CORPVLTO4,599$464,2690.00%
499MICROSOFT CORP COMMSFT936$463,9280.00%
500CLOROX COMPANYCLX3,834$460,3480.00%