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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 (Amended)

JONES FINANCIAL COMPANIES LLLP

Quarter ended Q1 2025 · Filed May 28, 2025 · Accession 0000950123-25-005907

Total Value
$111.61B
Positions
4,412
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE US AGGREGATE BOND464287226137,543,117$13.58B12.36%
2VANGUARD INDEX TR92290873632,161,970$11.91B10.84%
3VANGUARD INDEX TR92290874453,867,676$9.20B8.37%
4ISHARES CORE S&P 500 ETF46428720014,257,287$7.96B7.24%
5ISHARES TRUST CORE MSCI EAFE46432F84286,694,654$6.62B6.03%
6ISHARES RUSSELL MIDCAP46428749964,849,747$5.49B4.99%
7VANGUARD S&P 500 ETF92290836310,444,473$5.34B4.85%
8VANGUARD MID CAP ETF92290862918,077,480$4.65B4.23%
9VANGUARD INDEX TRUST92290863716,117,787$4.12B3.75%
10ISHARES RUSSELL 100046428762210,237,878$3.12B2.84%
11ISHARES CORE TOTAL USD BOND46434V61362,176,091$2.86B2.60%
12VANGUARD FTSE DEVELOPED92194385852,221,026$2.68B2.44%
13SPDR PORTFOLIO LARGE CAP ETF78464A85431,074,010$2.03B1.85%
14ISHARES RUSSELL 20004642876557,780,122$1.56B1.42%
15VANGUARD INDEX TRUST9229087516,567,462$1.46B1.32%
16ISHARES RUSSELL MIDCAP VALUE46428747310,030,993$1.25B1.14%
17VANGUARD EMERGING MKT GOVT92194688514,355,794$919.6M0.84%
18ISHARES CORE S&P U.S. GROWTH4642876716,054,578$769.1M0.70%
19ISHARES BROAD USD HIGH YIELD46435U85320,806,995$765.1M0.70%
20ISHARES4642882817,729,579$698.7M0.64%
21ISHARES4642882739,856,916$633.9M0.58%
22ISHARES RUSSELL MIDCAP GROWTH4642874814,819,414$566.9M0.52%
23VANGUARD RUSSELL 2000 ETF92206C6646,859,378$555.8M0.51%
24ISHARES TR MSCI EAFE VALUE4642888779,249,569$550.1M0.50%
25ISHARES S&P 100 FUND4642871011,973,496$531.3M0.48%
26ISHARES TR4642888855,234,358$527.8M0.48%
27ISHARES RUSSELL 1000 VALUE4642875982,519,641$469.3M0.43%
28ISHARES CORE S&P U.S VALUE4642876634,814,090$440.1M0.40%
29AMERICAN CENTY ETF TR0250728026,189,139$436.5M0.40%
30DIMENSIONAL ETF TR25434V77316,082,163$421.2M0.38%
31ISHARES S&P 500 GROWTH4642873094,440,663$411.0M0.37%
32ISHARES CORE DIVIDEND GROWTH46434V6215,817,854$355.8M0.32%
33AMAZON COM INCAMZN1,811,977$349.2M0.32%
34MICROSOFT CORPMSFT910,695$345.0M0.31%
35APPLE INCAAPL1,579,858$344.3M0.31%
36VANGUARD INDEX TR9229085122,130,840$339.0M0.31%
37ISHARES TRUST RUSSELL 20004642876302,058,541$311.3M0.28%
38NVIDIA CORPNVDA2,707,630$296.9M0.27%
39INVESCO EXCHANGE-TRADED FD TRIVZ1,261,084$243.5M0.22%
40VANGUARD SMALL CAP VALUE ETF9229086111,297,362$240.8M0.22%
41VANGUARD TOTAL BD MARKET ETF9219378353,236,470$237.3M0.22%
42ALPHABET INCGOOG1,531,465$236.4M0.22%
43VANGUARD9219464061,814,211$231.4M0.21%
44ISHARES MSCI EAFE FUND4642874652,781,281$229.3M0.21%
45VANGUARD DIVIDEND APPRECIATION9219088441,076,810$206.7M0.19%
46SPDR S&P 500 ETF TR UNIT SER ISPY364,241$202.4M0.18%
47ISHARES TR46432F8422,540,534$192.2M0.17%
48ISHARES CORE S&P MID CAP ETF4642875073,170,424$184.6M0.17%
49SPDR S&P 500 ETF TRSPY319,663$178.8M0.16%
50VANGUARD INDEX TR922908538708,779$173.0M0.16%
51VANGUARD SMALL CAP GROWTH ETF922908595638,268$161.5M0.15%
52BROADCOM INCAVGO949,406$160.6M0.15%
53JPMORGAN CHASE & COVYLD655,027$159.1M0.14%
54ISHARES CORE S&P SMALL CAP ETF4642878041,412,396$146.9M0.13%
55ISHARES CORE INTERNATIONAL46435G6722,809,790$140.4M0.13%
56ISHARES TR4642874991,647,607$140.2M0.13%
57CAPITAL GROUP DIVID VALUE ETF14020W1063,948,492$140.1M0.13%
58META PLATFORMS INCMETA241,403$139.2M0.13%
59VANGUARD INTERNATIONAL EQUITY9220427752,214,730$135.1M0.12%
60VISA INC CL AV382,413$131.1M0.12%
61ISHARES RUSSELL 1000 GROWTH464287614352,638$127.1M0.12%
62BERKSHIRE HATHAWAY INC DELBRK-A235,941$124.2M0.11%
63VANGUARD INDEX FDS922908363240,767$123.7M0.11%
64INVESCO QQQ TRIVZ250,116$117.3M0.11%
65VANGUARD INTER TERM BD ETF9219378191,501,647$114.7M0.10%
66CAPITAL GROUP GROWTH ETF14020G1013,305,289$113.4M0.10%
67ISHARES NATIONAL MUNI BOND ETF4642884141,060,337$111.5M0.10%
68ELI LILLY & COLLY132,725$109.2M0.10%
69ISHARES TR4642872261,082,807$107.1M0.10%
70VANGUARD TAX EXEMPT BOND INDEX9229077462,033,583$100.7M0.09%
71CHEVRON CORPCVX596,278$99.0M0.09%
72VANGUARD INDEX TRUST922908769358,882$98.1M0.09%
73VANGUARD TAX-MANAGED FDS9219438581,900,326$96.6M0.09%
74PROCTER & GAMBLE CO742718109567,839$95.4M0.09%
75VANGUARD SHORT TERM BD ETF9219378271,125,104$88.0M0.08%
76CAPITAL GROUP CORE EQUITY ETF14020V1082,604,613$86.7M0.08%
77AMERICAN CENTY ETF TR AVANTIS0250726041,421,378$85.9M0.08%
78VANGUARD INTL EQUITY INDEX F9220428581,869,550$84.6M0.08%
79ISHARES TR4642875071,354,654$79.0M0.07%
80INVESCO EXCHANGE-TRADED FD TRIVZ1,193,604$78.4M0.07%
81PACER US CASH COWS 10069374H8811,431,184$77.8M0.07%
82SALESFORCE INCCRM286,802$77.4M0.07%
83VANECK ETF TR92189F643882,771$77.4M0.07%
84APPLE INCAAPL346,582$77.0M0.07%
85VANGUARD MUN BD FDS9229077461,495,514$74.2M0.07%
86ISHARES TR464287804709,402$74.2M0.07%
87COSTCO WHOLESALE CORP22160K10578,977$73.4M0.07%
88JOHNSON & JOHNSONJNJ439,615$72.0M0.07%
89VANGUARD INDEX FDS922908629275,413$71.2M0.06%
90DUKE ENERGY CORP NEWDUKB590,937$70.6M0.06%
91MICROSOFT CORPMSFT186,919$70.2M0.06%
92J P MORGAN EXCHANGE-TRADED FD46654Q609944,747$69.6M0.06%
93LOWES COMPANIES INC548661107300,386$68.6M0.06%
94RTX CORPRTX517,559$68.2M0.06%
95VANGUARD INTERNATIONAL HIGH921946794903,907$66.9M0.06%
96SCHWAB STRATEGIC TR8085246492,568,819$65.1M0.06%
97SPDR DOW JONES INDL AVERAGE78467X109152,180$63.2M0.06%
98TESLA INCTSLA236,413$62.3M0.06%
99PFIZER INCPFE2,458,306$62.0M0.06%
100DEERE & CODE132,034$61.4M0.06%
101VANGUARD INTERNATIONAL921946810737,244$61.4M0.06%
102SCHWAB INTERNATIONAL8085248053,038,087$60.6M0.06%
103DIMENSIONAL ETF TRUST25434V7732,329,191$60.2M0.05%
104BLACKROCK INC NEWBLK61,497$58.2M0.05%
105ISHARES S&P 500 VALUE464287408306,105$57.8M0.05%
106SCHWAB STRATEGIC TRUST US8085247972,082,694$57.4M0.05%
107PEPSICO INCPEP383,497$57.2M0.05%
108VANGUARD FTSE EMERGING MARKETS9220428581,260,944$57.1M0.05%
109ISHARES TRUST HIGH DIVIDEND46429B663467,230$55.8M0.05%
110CAPITAL GROUP GLOBAL GROWTH14020X1041,963,222$55.8M0.05%
111VANGUARD RUSSELL 1000 GROWTH92206C680600,503$55.7M0.05%
112PGIM ETF TR69344A1071,116,276$55.5M0.05%
113MERCK & CO INCMRK621,225$55.4M0.05%
114VANGUARD FTSE ALL-WORLD EX US922042718468,115$54.5M0.05%
115ENBRIDGE INCENNPF1,218,866$54.2M0.05%
116VANGUARD INDEX FDS922908512323,186$51.9M0.05%
117BLACKROCK ETF TR IIBLK1,043,548$51.6M0.05%
118PGIM ETF TR69344A834995,431$51.0M0.05%
119ISHARES TRUST46429B697534,735$49.6M0.05%
120INVESCO EXCHANGE-TRADED FD TRIVZ531,383$48.6M0.04%
121MEDTRONIC PLCMDT554,832$48.6M0.04%
122VERIZON COMMUNICATIONSVZ1,063,369$47.8M0.04%
123ISHARES TR464288414450,613$47.5M0.04%
124MCDONALDS CORPMCD151,758$46.6M0.04%
125ISHARES CORE S&P TOTAL U S STK464287150375,929$45.6M0.04%
126JOHN HANCOCK EXCHANGE TRADED47804J206796,302$45.3M0.04%
127TRUIST FINL CORP89832Q1091,117,411$45.2M0.04%
128ALPHABET INCGOOG283,494$43.8M0.04%
129NVIDIA CORPORATIONNVDA401,884$43.6M0.04%
130ISHARES CORE MSCI46434G103797,945$43.2M0.04%
131REALTY INCOME CORPO749,266$42.4M0.04%
132J P MORGAN ULTRA-SHORT INCOME46641Q837834,658$42.3M0.04%
133BROADCOM INCAVGO248,773$41.7M0.04%
134AMAZON COM INCAMZN217,734$41.4M0.04%
135LOCKHEED MARTIN CORPLMT93,596$41.3M0.04%
136VANGUARD INDEX FDS922908736110,131$40.8M0.04%
137ISHARES TR46432F339240,428$40.8M0.04%
138ADVANCED MICRO DEVICES INCAMD389,519$40.2M0.04%
139ISHARES TRUST CORE 1-5 YEAR46432F859829,052$40.1M0.04%
140FIRST TRUST RISING DIVIDEND33738R506688,084$39.9M0.04%
141SPDR SER TR78464A763293,995$39.5M0.04%
142EXXON MOBIL CORPXOM333,491$39.3M0.04%
143HOME DEPOT INCHD109,369$39.2M0.04%
144SERVICENOW INCNOW48,790$38.9M0.04%
145LINDE PLCLIN84,740$38.9M0.04%
146VISA INCV110,191$38.6M0.04%
147FIRST TRUST CAPITAL STRENGTH33733E104430,137$38.1M0.03%
148NEXTERA ENERGY INCNEE-PW539,078$38.0M0.03%
149J P MORGAN EXCHANGE-TRADED FD46641Q332668,517$37.9M0.03%
150DOLLAR GENERAL CORP NEW256677105429,443$37.0M0.03%
151WELLS FARGO & CO949746101522,819$37.0M0.03%
152IBMINTR151,039$36.9M0.03%
153VANGUARD INDEX FDS922908744212,676$36.7M0.03%
154ISHARES TR464287465449,380$36.7M0.03%
155WAL-MART INCWMT425,538$36.2M0.03%
156FORTINET INCFTNT369,928$35.7M0.03%
157INVESCO EXCHANGE-TRADED FD TRIVZ359,417$35.4M0.03%
158COCA-COLA COKO502,062$35.3M0.03%
159SPDR GOLD TRGLD122,952$34.9M0.03%
160THERMO FISHER SCIENTIFIC INCTMO69,472$34.7M0.03%
161BERKSHIRE HATHAWAY INC DELBRK-A65,024$34.6M0.03%
162MARATHON PETE CORPMARA239,083$34.5M0.03%
163ABBVIE INCORPORATEDABBV166,498$34.2M0.03%
164ISHARES TR464288877572,990$33.8M0.03%
165UNITED PARCEL SERVICE INC CL BUPS307,492$33.7M0.03%
166BANK OF AMERICA CORP060505104817,424$33.7M0.03%
167ISHARES 5-10 YR INVESTMENT464288638638,229$33.5M0.03%
168UNION PACIFIC CORPUNP143,877$33.4M0.03%
169WALT DISNEY CO254687106331,307$32.5M0.03%
170INVESCO EXCHANGE-TRADED FD TRIVZ188,755$32.4M0.03%
171UNITEDHEALTH GROUP INCUNH62,656$32.3M0.03%
172ABBOTT LABORATORIESABLZF239,210$31.3M0.03%
173SCHWAB STRATEGIC TR8085245081,194,643$31.3M0.03%
174NETFLIX COM INCNFLX33,393$31.2M0.03%
175CAPITAL GROUP FIXED INCOME14020Y1021,389,360$31.1M0.03%
176EMERSON ELECTRIC COEMR286,432$31.1M0.03%
177STARBUCKS CORPSBUX316,203$30.9M0.03%
178PALANTIR TECHNOLOGIES INCPLTR359,897$30.9M0.03%
179CISCO SYSTEMS INCCSCO506,367$30.8M0.03%
180COMCAST CORP CL ACCZ833,028$30.5M0.03%
181HONEYWELL INTERNATIONAL INC438516106143,173$30.1M0.03%
182WISDOMTREE US MIDCAP DIVIDENDWT596,426$29.3M0.03%
183VANGUARD INTERMEDIATE TERM92206C870349,449$28.5M0.03%
184JPMORGAN CHASE & CO.VYLD114,969$28.2M0.03%
185PACER FDS TR69374H360909,941$28.1M0.03%
186PACER FDS TR US SMALL CAP CASH69374H857747,849$28.0M0.03%
187SECTOR SPDR TRUST TECHNOLOGY81369Y803132,621$27.4M0.02%
188DIMENSIONAL ETF TR25434V807682,357$27.1M0.02%
189ISHARES TR464287655135,159$27.0M0.02%
190ISHARES RUSSELL 300046428768983,905$26.5M0.02%
191ISHARES TR S&P SMALLCAP464287879269,112$26.2M0.02%
192ISHARES TRUST CORE MSCI46432F834361,115$25.4M0.02%
193NIKE INC CL BNKE394,974$25.0M0.02%
194VANGUARD EXTENDED MARKET922908652143,941$24.9M0.02%
195AT&T INCT-PC880,542$24.8M0.02%
196SECTOR SPDR TRUST FINANCIAL81369Y605502,093$24.7M0.02%
197FMC CORPORATION NEWFMC583,323$24.6M0.02%
198J P MORGAN EXCHANGE-TRADED FD46654Q203473,330$24.5M0.02%
199ISHARES S&P MIDCAP 400 GROWTH464287606291,828$24.3M0.02%
200META PLATFORMS INCMETA42,078$24.3M0.02%
201SCHWAB US LARGE CAP8085242011,102,825$24.2M0.02%
202CAPITAL GROUP INTL FOCUS14019W109969,533$24.1M0.02%
203TJX COS INC NEW872540109195,751$23.8M0.02%
204MASTERCARD INC CL AMA44,004$23.8M0.02%
205ONEOK INC NEWOKE241,322$23.8M0.02%
206TRACTOR SUPPLY COTSCO439,670$23.5M0.02%
207SCHWAB STRATEGIC TR8085248051,183,445$23.4M0.02%
208CROWDSTRIKE HLDGS INCCRWD65,099$23.2M0.02%
209INVESCO EXCHANGE-TRADED FD TRIVZ204,237$23.1M0.02%
210ISHARES TR TREASURE FLOATING46434V860455,739$23.1M0.02%
211ALPHABET INCGOOG145,379$22.7M0.02%
212CATERPILLAR INCCAT67,843$22.4M0.02%
213GENERAL DYNAMICS CORPGD82,825$22.3M0.02%
214ISHARES TR46432F396109,819$22.1M0.02%
215T ROWE PRICE EXCHANGE-TRADED87283Q867684,277$22.0M0.02%
216FIRST TR MORNINGSTAR DIVID ETF336917109512,551$21.9M0.02%
217LOWES COS INC54866110793,622$21.8M0.02%
218J P MORGAN EXCHANGE-TRADED FD46641Q167343,345$21.6M0.02%
219AMERICAN TOWER CORP NEW REIT03027X10099,994$21.6M0.02%
220QUALCOMM INCQCOM139,606$21.3M0.02%
221SCHWAB STRATEGIC TR808524706771,198$21.3M0.02%
222VANGUARD SECTOR INDEX FDS92204A70239,040$21.2M0.02%
223RTX CORPORATIONRTX159,877$21.2M0.02%
224ISHARES TR464288273333,205$21.2M0.02%
225ORACLE CORPORCL-PD149,945$21.1M0.02%
226O REILLY AUTOMOTIVE INC67103H10714,781$20.8M0.02%
227BLACKROCK ISHARES U S EQUITYBLK421,982$20.5M0.02%
228FISERV INCFISV94,326$20.4M0.02%
229MONDELEZ INTERNATIONAL INC609207105300,425$20.3M0.02%
230SCHWAB US AGGREGATE BOND808524839876,016$20.3M0.02%
231ISHARES TR46432F834290,022$20.2M0.02%
232VANGUARD INDEX FDS92290875190,146$20.0M0.02%
233JOHNSON & JOHNSONJNJ119,962$19.9M0.02%
234ILLINOIS TOOL WORKS INC45230810979,086$19.5M0.02%
235INTUITIVE SURGICAL INC NEWISRG39,605$19.5M0.02%
236CAPITAL GROUP FXD INCOME14020Y300708,957$19.4M0.02%
237PHILIP MORRIS INTL INC718172109124,368$19.3M0.02%
238DEERE & CODE41,015$19.3M0.02%
239ISHARES RUSSELL 2000 GROWTH46428764874,496$19.2M0.02%
240PROCTER AND GAMBLE CO742718109112,067$19.1M0.02%
241BOOKING HOLDINGS INCBKNG4,120$19.1M0.02%
242T ROWE PRICE EXCHANGE TRADED87283Q107499,627$19.0M0.02%
243ZIMMER BIOMET HOLDINGS INCZBH169,360$19.0M0.02%
244ISHARES INC46434G103350,349$18.9M0.02%
245ANALOG DEVICES INCADI93,669$18.9M0.02%
246ISHARES S&P SMALLCAP 600464287887152,153$18.8M0.02%
247PACER GLOBAL CASH COWS69374H709503,155$18.7M0.02%
248MANULIFE FINANCIAL CORP56501R106590,613$18.2M0.02%
249ISHARES S&P MIDCAP 400 VALUE464287705151,920$18.1M0.02%
250ISHARES DOW JONES US464287721128,164$18.0M0.02%
251BLACKROCK INCBLK18,944$17.9M0.02%
252LEGG MASON ETF INVT TR52468L505549,126$17.9M0.02%
253SPDR PORTFOLIO AGGREGATE BOND78464A649699,122$17.8M0.02%
254ALLSTATE CORPALL-PJ86,112$17.8M0.02%
255VANECK ETF TR92189F67683,697$17.8M0.02%
256DANAHER CORP23585110285,345$17.6M0.02%
257SCHWAB US SMALL-CAP808524607746,734$17.5M0.02%
258CAPITAL GROUP FXD INCOME14020Y201654,073$17.5M0.02%
259TJX COMPANIES INC NEW872540109146,603$17.3M0.02%
260ADOBE INCADBE44,678$17.2M0.02%
261THERMO FISHER SCIENTIFIC INCTMO34,511$17.2M0.02%
262SECTOR SPDR TRUST81369Y704130,871$17.0M0.02%
263ISHARES SEMICONDUCTOR ETF46428752389,925$17.0M0.02%
264WISDOM TREE US QUALITYWT213,838$16.9M0.02%
265TAIWAN SEMICONDUCTOR874039100102,089$16.9M0.02%
266CHEVRON CORP NEWCVX100,733$16.9M0.02%
267VANGUARD INTL EQUITY INDEX FDS922042742143,980$16.7M0.02%
268UBER TECHNOLOGIES INCUBER227,875$16.6M0.02%
269HARTFORD FDS EXCHANGE TRADED41653L305488,609$16.5M0.02%
270AMETEK INCORPORATED NEWAME96,701$16.5M0.01%
271VANGUARD INDEX FDS92290876959,390$16.3M0.01%
272CHECK POINT SOFTWAREM2246510470,746$16.2M0.01%
273VANGUARD WORLD FD921910733163,143$15.9M0.01%
274FIRST TR EXHCANGE-TRADED FD VI33741X102475,185$15.9M0.01%
275MERCK & CO INCMRK176,683$15.9M0.01%
276ISHARES TR46428943874,690$15.7M0.01%
277VALERO ENERGY CORPVLO118,752$15.6M0.01%
278SALESFORCE INCCRM58,085$15.6M0.01%
279V F CORPVFC992,539$15.6M0.01%
280AMERICAN TOWER CORP NEW03027X10070,994$15.4M0.01%
281DIGITAL REALTY TRUST INC253868103108,614$15.4M0.01%
282SELECT SECTOR SPDR FUND81369Y209105,834$15.3M0.01%
283SERVICENOW INCNOW19,136$15.2M0.01%
284BLACKROCK ETF TR IIBLK290,108$15.2M0.01%
285PALO ALTO NETWORKS INCPANW87,800$15.2M0.01%
286S&P GLOBAL INCSPGI30,134$15.1M0.01%
287SPDR PORTFOLIO S&P 500 VALUE78464A508297,082$15.0M0.01%
288GENERAL MILLS INC370334104250,295$14.8M0.01%
289PROSHARES S&P 500 DIVIDEND74348A467146,440$14.8M0.01%
290J P MORGAN EXCHANGE-TRADED FD46654Q781232,625$14.7M0.01%
291ABBOTT LABSABLZF109,642$14.5M0.01%
292REGIONS FINANCIAL CORPRF-PF677,380$14.5M0.01%
293INVESCO EXCHANGE-TRADED SELF -IVZ274,792$14.5M0.01%
294INVESCO EXCHANGE-TRADED FD TRIVZ315,657$14.5M0.01%
295ZOETIS INCORPORATEDZTS88,604$14.5M0.01%
296FIRST TRUST VALUE LINE33734H106325,927$14.4M0.01%
297CONOCOPHILLIPSCOP140,532$14.4M0.01%
298VANGUARD TOTAL INTERNATIONAL92203J407294,501$14.4M0.01%
299SECTOR SPDR TRUST ENERGY81369Y506155,169$14.3M0.01%
300ISHARES TR46428720025,196$14.2M0.01%
301NOVARTIS AG ADRNVSEF125,441$14.1M0.01%
302STATE STREET CORPSTT-PG158,538$14.1M0.01%
303CVS HEALTH CORPORATIONCVS209,252$14.0M0.01%
304ELI LILLY & COLLY16,962$14.0M0.01%
305MONDELEZ INTL INC609207105206,392$14.0M0.01%
306AMERICAN EXPRESS COAXP52,551$14.0M0.01%
307ALTRIA GROUP INCMO239,708$13.9M0.01%
308PAYPAL HOLDINGS INCPYPL213,482$13.9M0.01%
309FRANKLIN TEMPLETON ETF TRFGDL646,516$13.9M0.01%
310VANGUARD INTL EQUITY INDEX F922042775228,185$13.8M0.01%
311SPDR PORTFOLIO S&P 500 GROWTH78464A409172,709$13.8M0.01%
312AMPHENOL CORP CL A032095101206,505$13.8M0.01%
313SCHWAB US BROAD MARKET808524102639,455$13.7M0.01%
314ELEVANCE HEALTH INCELV31,653$13.7M0.01%
315NUTRIEN LIMITEDNTR272,518$13.7M0.01%
316LINDE PLCLIN29,197$13.6M0.01%
317SCHWAB STRATEGIC TR US808524300541,266$13.5M0.01%
318WISDOMTREE TRWT268,196$13.5M0.01%
319ALLSTATE CORPALL-PJ64,334$13.3M0.01%
320UNITEDHEALTH GROUP INCUNH25,305$13.3M0.01%
321GOLDMAN SACHS GROUP INCGSCE23,870$13.0M0.01%
322BLACKSTONE INCBX93,461$12.9M0.01%
323STRYKER CORPSYK35,344$12.9M0.01%
324ULTA BEAUTY INCULTA35,548$12.8M0.01%
325CIGNA GROUP12552310039,249$12.8M0.01%
326CAPITAL ONE FINL CORP14040H10573,319$12.7M0.01%
327SPDR S&P 400 MID CAP GROWTH78464A821159,872$12.7M0.01%
328TOTALENERGIES SETTE197,139$12.6M0.01%
329CSX CORPCSX428,367$12.5M0.01%
330DIMENSIONAL ETF TR25434V740455,373$12.3M0.01%
331ISHARES ESG AWARE MSCI EAFE46435G516149,219$12.3M0.01%
332DIMENSIONAL ETF TR25434V609236,993$12.2M0.01%
333MEDTRONIC PLCMDT135,287$12.2M0.01%
334SCHWAB STRATEGIC TR808524508463,559$12.1M0.01%
335PROLOGIS INCPLDGP109,453$12.1M0.01%
336J P MORGAN EXCHANGE-TRADED FD46641Q134187,637$12.1M0.01%
337TEXAS INSTRUMENTS INC88250810468,354$12.1M0.01%
338VANGUARD BD INDEX FDS921937819157,333$12.0M0.01%
339TARGET CORPTGT115,809$12.0M0.01%
340BOEING COBA-PA69,232$12.0M0.01%
341AMERICAN CENTY ETF TR025072877137,510$12.0M0.01%
342SCHWAB INTERNATIONAL808524888330,840$12.0M0.01%
343CITIGROUP INCC-PR169,912$11.9M0.01%
344WELLTOWER INC REITWELL77,600$11.9M0.01%
345SOUTHWEST AIRLINES CO844741108353,190$11.9M0.01%
346PARKER HANNIFIN CORPPH19,518$11.7M0.01%
347INVESCO EXCHANGE-TRADED FD TRIVZ158,316$11.7M0.01%
348VANGUARD INTL EQUITY INDEX F922042718100,335$11.6M0.01%
349INTUITINTU19,085$11.4M0.01%
350BANK AMERICA CORP060505104273,830$11.4M0.01%
351SCHWAB EMERGING MARKETS808524706412,832$11.4M0.01%
352J P MORGAN EXCHANGE-TRADED FD46641Q118203,711$11.4M0.01%
353SPDR S&P 600 SMALL CAP GROWTH78464A201137,352$11.3M0.01%
354WISDOMTREE SMALLCAP DIV ETFWT351,474$11.2M0.01%
355ISHARES BARCLAYS 20PLUS YEAR464287432124,388$11.2M0.01%
356BRISTOL-MYERS SQUIBB COCELG-RI186,478$11.2M0.01%
357PEPSICO INCPEP73,320$11.0M0.01%
358INVESCO EXCHANGE-TRADED FD TRIVZ106,454$10.9M0.01%
359ISHARES GOLD TRIAU186,089$10.8M0.01%
360CAPITAL GROUP FXD INCOME14020Y409417,160$10.8M0.01%
361TC ENERGY CORPTRPRF223,439$10.7M0.01%
362TAPESTRY INCTPR152,261$10.7M0.01%
363SOUTHERN COSOMN117,370$10.7M0.01%
364FISERV INCFISV48,311$10.7M0.01%
365SOUTHWEST AIRLS CO844741108316,908$10.6M0.01%
366DUKE ENERGY CORP NEWDUKB86,987$10.6M0.01%
367ACCENTURE PLC IRELANDACN34,823$10.6M0.01%
368AMERICAN ELECTRIC POWER CO02553710198,675$10.6M0.01%
369LOCKHEED MARTIN CORPLMT23,467$10.5M0.01%
370KENVUE INCKVUE432,591$10.3M0.01%
371J P MORGAN EXCHANGE-TRADED FD46641Q670217,280$10.2M0.01%
372EATON CORPORATION PLCETN36,980$10.1M0.01%
373AFLAC INCAFL92,317$10.1M0.01%
374KEYSIGHT TECHNOLOGIES INCKEYS67,396$10.1M0.01%
375EQUITY RESIDENTIALEQR141,589$10.1M0.01%
376INVESCO EXCHANGE-TRADED FD TRIVZ101,797$10.1M0.01%
377CSX CORPCSX337,400$9.9M0.01%
378JACOBS SOLUTIONS INCJ81,899$9.9M0.01%
379ISHARES S&P US PFD STOCK INDEX464288687321,791$9.9M0.01%
380VANGUARD INTERMEDIATE-TERM92206C706167,032$9.9M0.01%
381SECTOR SPDR TRUST UTILITIES81369Y886126,671$9.9M0.01%
382TOTALENERGIES SETTE152,164$9.8M0.01%
383CAPITAL GROUP CORE BALANCED14021D107316,833$9.8M0.01%
384ESTEE LAUDER COMPANIES INC CL518439104149,017$9.7M0.01%
385NEXTERA ENERGY INCNEE-PW136,885$9.7M0.01%
386ISHARES TR ESG ADVANCED TOTAL46436E619221,583$9.6M0.01%
387VANGUARD TOTAL INTERNATIONAL921909768152,070$9.5M0.01%
388ISHARES TR46434V613206,050$9.5M0.01%
389US BANCORPUSB-PS224,605$9.5M0.01%
390DBX X-TRACKERS MSCI EAFE233051200217,502$9.5M0.01%
391STARBUCKS CORPSBUX95,825$9.4M0.01%
392COMCAST CORP NEWCCZ254,651$9.4M0.01%
393ISHARES DOW JONES US46428876060,865$9.3M0.01%
394INVESCO EXCHANGE-TRADED FD TRIVZ79,668$9.3M0.01%
395ROPER TECHNOLOGIES INCROP15,745$9.2M0.01%
396INVESCO ACTIVELY MANAGEDIVZ195,460$9.1M0.01%
397ASML HOLDING NVASMLF13,453$9.1M0.01%
398ISHARES BARCLAYS 1-3 YEAR464287457109,511$9.1M0.01%
399MERCADOLIBRE INCMELI4,378$9.0M0.01%
400EVERGY INCEVRG130,482$8.9M0.01%
401FORTINET INCFTNT91,595$8.8M0.01%
402VANGUARD WHITEHALL FDS92194640668,348$8.8M0.01%
403SHELL PLCRYDAF120,260$8.7M0.01%
404ONEOK INC NEWOKE87,847$8.7M0.01%
405ECOLAB INCECL34,709$8.7M0.01%
406VANGUARD WORLD FDS92204A50432,683$8.6M0.01%
407VANGUARD ADMIRAL FDS INC92193250525,717$8.6M0.01%
408COSTCO WHSL CORP NEW22160K1058,947$8.5M0.01%
409ISHARES DOW JONES US464288810139,561$8.3M0.01%
410CARRIER GLOBAL CORPCARR130,701$8.3M0.01%
411INVESCO EXCHANGE-TRADED FD TRIVZ166,679$8.3M0.01%
412GE AEROSPACE36960430141,297$8.3M0.01%
413VANGUARD BD INDEX FDS921937835109,984$8.1M0.01%
414J P MORGAN EXCHANGE-TRADED FD46654Q716150,614$8.0M0.01%
415T ROWE PRICE EXCHANGE-TRADED87283Q404200,537$8.0M0.01%
416PUBLIC STORAGE INCPSA-PS27,155$8.0M0.01%
417FORD MOTOR CO DEL345370860818,864$8.0M0.01%
418ARDELYX INCARDX1,605,098$7.9M0.01%
419MARATHON PETE CORPMARA54,231$7.9M0.01%
420SCHWAB INTERMEDIATE TERM US808524854318,376$7.9M0.01%
421BOOKING HOLDINGS INCBKNG1,700$7.8M0.01%
422SPDR SER TR SPDR BLOOMBERG78468R66385,105$7.8M0.01%
423BECTON DICKINSON & COBDX33,528$7.6M0.01%
424AMGEN INCAMGN24,773$7.6M0.01%
425SNAP ON TOOL INCSNA23,004$7.6M0.01%
426ESSENTIAL UTILS INC29670G102192,743$7.6M0.01%
427T-MOBILE US INCTMUSZ28,569$7.6M0.01%
428SECTOR SPDR TRUST CONSUMER81369Y30893,691$7.5M0.01%
429ALPS ETF TR00162Q452144,614$7.5M0.01%
430ISHARES TR46429B68996,171$7.5M0.01%
431SELECT SECTOR SPDR FUND81369Y40738,090$7.5M0.01%
432ACCENTURE PLC IRELANDACN24,023$7.5M0.01%
433VERTIV HLDGS LLCVRT100,748$7.5M0.01%
434NOVO NORDISK A SNONOF104,696$7.3M0.01%
435PROGRESSIVE CORPORATION74331510325,705$7.2M0.01%
436ISHARES S&P GLOBAL 100 INDEX46428757274,218$7.1M0.01%
437J P MORGAN EXCHANGE-TRADED FD46641Q654140,244$7.1M0.01%
438VANGUARD RUSSELL 1000 ETF92206C73028,216$7.1M0.01%
439SHOPIFY INCSHOP73,033$7.1M0.01%
440FIDELITY MERRIMACK STREET316188309154,840$7.0M0.01%
441GILEAD SCIENCES INCGILD62,907$7.0M0.01%
442SPDR S&P 400 MID CAP VALUE ETF78464A83991,450$7.0M0.01%
443BCE INCBCPPF304,661$7.0M0.01%
444SHERWIN WILLIAMS COSHW20,557$7.0M0.01%
445ANALOG DEVICES INCADI34,630$7.0M0.01%
446ENERGY TRANSFER L PET-PI373,135$7.0M0.01%
447KINDER MORGAN INCEP-PC245,119$7.0M0.01%
448FRANKLIN TEMPLETON ETF TRFGDL130,970$6.9M0.01%
449MCDONALDS CORPMCD22,024$6.9M0.01%
450J P MORGAN EXCHANGE-TRADED FD46641Q761122,504$6.9M0.01%
451INVESCO EXCHANGE-TRADED FD TRIVZ357,062$6.8M0.01%
452ISHARES TR46428761418,683$6.7M0.01%
453INVESCO EXCHANGE-TRADED FD TRIVZ63,813$6.7M0.01%
454ISHARES SILVER TRSLV210,768$6.5M0.01%
455SIMON PPTY GROUP INC NEW82880610939,117$6.5M0.01%
456INVESCO EXCHANGE-TRADED SELFIVZ313,490$6.5M0.01%
457MOTOROLA SOLUTIONS INCMSI14,883$6.4M0.01%
458ISHARES TR46428888564,393$6.4M0.01%
459DISNEY WALT CO25468710665,220$6.4M0.01%
460ROSS STORES INCROST50,714$6.4M0.01%
461APPLIED MATERIALS INC03822210543,813$6.4M0.01%
462GENERAL DYNAMICS CORPGD23,108$6.3M0.01%
463ISHARES S&P GLOBAL TECHNOLOGY46428729182,837$6.3M0.01%
464ISHARES DOW JONES US46428778856,072$6.3M0.01%
465NISOURCE INCNI154,103$6.2M0.01%
466CAPITAL GROUP DIVID14021L109198,091$6.1M0.01%
467INVESCO EXCHANGE-TRADED FD TRIVZ100,675$6.1M0.01%
468ISHARES U S EQUITY FACTOR ETF46434V282106,108$6.1M0.01%
469PACER DEVELOPED MARKETS69374H873191,741$6.1M0.01%
470SCHWAB STRATEGIC SCHWAB808524771258,752$6.0M0.01%
471MOLSON COORS BEVERAGE COTAP-A99,513$6.0M0.01%
472SELECT SECTOR SPDR TR81369Y85261,936$5.9M0.01%
473SPDR INDEX SHS FDS78463X749136,457$5.9M0.01%
474BECTON DICKINSON & COBDX25,728$5.9M0.01%
475EXXON MOBIL CORPXOM49,498$5.9M0.01%
476FIRST TR DJ INTERNET INDEX ETF33733E30226,283$5.9M0.01%
477CUMMINS INCCMI18,652$5.9M0.01%
478ISHARES BARCLAYS 7-10 YEAR46428744061,411$5.8M0.01%
479STANLEY BLACK & DECKER INCSWK76,396$5.8M0.01%
480VANECK ETF TR92189F437202,501$5.8M0.01%
481SCHWAB STRATEGIC TR808524201262,363$5.8M0.01%
482KELLANOVABEKE69,877$5.8M0.01%
483HARTFORD FDS EXCHANGE TRADED41653L404302,503$5.8M0.01%
484S&P GLOBAL INCSPGI11,321$5.8M0.01%
485ISHARES TRUST BARCLAYS 10-2046428865355,165$5.7M0.01%
486ZOETIS INCZTS34,452$5.7M0.01%
487VANECK ETF TR92189F106123,169$5.6M0.01%
488AXON ENTERPRISE INCAXON10,491$5.6M0.01%
489OMNICOM GROUP INCOMC69,836$5.6M0.01%
490JOHN HANCOCK MULTIFACTOR DEV47804J859159,099$5.6M0.01%
491SCHWAB STRATEGIC TR808524607238,264$5.6M0.01%
492SCHWAB STRATEGIC TR808524847259,878$5.5M0.01%
493INVESCO EXCHANGE-TRADED FD TRIVZ90,148$5.5M0.01%
494CAPITAL GROUP FXD INCOME14020Y508210,300$5.5M0.01%
495GOLDMAN SACHS ETF ACTIVEBETANVGLF50,359$5.5M0.01%
496ISHARES DOW JONES US46428776290,746$5.5M0.00%
497FEDEX CORPFDX22,590$5.5M0.00%
498VANGUARD WORLD FD92191072591,617$5.4M0.00%
499COLUMBIA ETF TR I19761L706162,882$5.4M0.00%
500VANGUARD MEGA CAP ETF92191087326,727$5.4M0.00%