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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 COMBINATION REPORT

Dorsey & Whitney Trust CO LLC

Quarter ended Q2 2024 · Filed August 7, 2024 · Accession 0001062993-24-014550

Total Value
$1.44B
Positions
3,467
Other Managers
57
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA314,905$38.9M3.37%
2iShares S&P 100 ETF464287101106,805$28.2M2.44%
3Microsoft CorpMSFT61,891$27.7M2.39%
4Alphabet IncGOOG137,660$25.2M2.18%
5Eli Lilly & CoLLY26,625$24.1M2.09%
6Fiserv IncFISV113,171$16.9M1.46%
7UnitedHealth Group IncUNH31,545$16.1M1.39%
8Graco IncGGG192,040$15.2M1.32%
9Amazon.com IncAMZN71,661$13.8M1.20%
10Toro Co/TheTORO144,660$13.5M1.17%
11Ecolab IncECL54,714$13.0M1.13%
12Engine NO. 1 Transform 500 ETF29287L106186,849$11.9M1.03%
13Vanguard Information Technology ETF92204A70219,908$11.5M0.99%
14Honeywell International Inc43851610652,715$11.3M0.97%
15Home Depot Inc/TheHD31,939$11.0M0.95%
16Bio-Techne CorpTECH150,380$10.8M0.93%
17Microsoft CorpMSFT23,791$10.6M0.92%
18Medtronic PLCMDT133,367$10.5M0.91%
19iShares Core S&P 500 ETF46428720019,006$10.4M0.90%
20Fastenal CoFAST160,633$10.1M0.87%
21iShares MSCI ACWI ETF46428825789,269$10.0M0.87%
22Johnson & JohnsonJNJ68,466$10.0M0.87%
23JPMorgan Chase & CoVYLD49,311$10.0M0.86%
24US BancorpUSB-PS246,541$9.8M0.85%
25Qualcomm IncQCOM48,477$9.7M0.84%
26SPDR S&P 500 ETF TrustSPY17,656$9.6M0.83%
27Abbott LaboratoriesABLZF91,288$9.5M0.82%
28Apple IncAAPL44,429$9.4M0.81%
29NVIDIA CorpNVDA75,440$9.3M0.81%
30Littelfuse IncLFUS35,234$9.0M0.78%
31Microsoft CorpMSFT19,423$8.7M0.75%
32iShares Russell 1000 Growth ETF46428761423,000$8.4M0.73%
33Visa IncV31,514$8.3M0.72%
34Apple IncAAPL37,159$7.8M0.68%
35Vanguard S&P 500 ETF92290836315,369$7.7M0.67%
36Freshworks IncFRSH589,520$7.5M0.65%
37NVIDIA CorpNVDA59,770$7.4M0.64%
38Alliant Energy CorpLNT144,700$7.4M0.64%
39Hormel Foods CorpHRL235,495$7.2M0.62%
40iShares Core S&P 500 ETF46428720013,022$7.1M0.62%
41Wells Fargo & Co949746101117,813$7.0M0.61%
42Apple IncAAPL33,187$7.0M0.60%
43SPDR S&P 500 ETF TrustSPY12,838$7.0M0.60%
44iShares Core S&P 500 ETF46428720012,532$6.9M0.59%
45nVent Electric PLCNVT86,474$6.6M0.57%
46Charles Schwab CorpSCHW-PJ87,468$6.4M0.56%
47Rockwell Automation IncROK23,406$6.4M0.56%
48Solventum CorpSOLV117,897$6.2M0.54%
49Jp Morgan Etf Trust Betabuilders Europe Usd46641Q191105,256$6.2M0.54%
50Motorola Solutions IncMSI15,362$5.9M0.51%
51Financial Select Sector SPDR Fund81369Y605144,150$5.9M0.51%
52Entegris IncENTG43,379$5.9M0.51%
53Vanguard Total Stock Market ETF92290876921,503$5.8M0.50%
54iShares Core S&P 500 ETF4642872009,935$5.4M0.47%
55Badger Meter IncBMI29,025$5.4M0.47%
56Vanguard Large-Cap ETF92290863721,476$5.4M0.46%
57American Express CoAXP22,953$5.3M0.46%
58Donaldson Co IncDCI73,908$5.3M0.46%
59HB Fuller CoFUL68,188$5.2M0.45%
60Principal Financial Group IncPFG65,205$5.1M0.44%
61Sherwin-Williams CoSHW16,309$4.9M0.42%
62iShares S&P 100 ETF46428710118,244$4.8M0.42%
63iShares MSCI EAFE Value ETF46428887790,721$4.8M0.42%
64Vanguard S&P 500 ETF9229083639,580$4.8M0.41%
65Tennant CoTNC47,547$4.7M0.41%
66SPDR S&P 500 ETF TrustSPY8,250$4.5M0.39%
67Health Care Select Sector SPDR Fund81369Y20930,467$4.4M0.38%
68Sysco CorpSYY61,714$4.4M0.38%
69Verizon Communications IncVZ105,521$4.4M0.38%
70iShares MSCI EAFE Growth ETF46428888542,199$4.3M0.37%
71Target CorpTGT28,492$4.2M0.36%
72Alphabet IncGOOG22,682$4.1M0.36%
73Vanguard Total Stock Market ETF92290876915,100$4.0M0.35%
74JPMorgan BetaBuilders Canada ETF46641Q22561,567$4.0M0.35%
75Goldman Sachs Equal Weight US Large Cap Equity ETFNVGLF55,868$4.0M0.34%
76Amazon.com IncAMZN20,509$4.0M0.34%
77Vanguard Total International Stock ETF92190976865,000$3.9M0.34%
78Apple IncAAPL18,573$3.9M0.34%
79iShares Core MSCI Europe ETF46434V73868,401$3.9M0.34%
80iShares S&P 500 Growth ETF46428730941,422$3.8M0.33%
81Procter & Gamble Co/The74271810923,127$3.8M0.33%
82iShares Russell 1000 Growth ETF46428761410,437$3.8M0.33%
83Vanguard Total World Stock ETF92204274233,600$3.8M0.33%
84CH Robinson Worldwide IncCHRW42,648$3.8M0.33%
85iShares Core S&P Mid-Cap ETF46428750764,140$3.8M0.32%
86Vanguard S&P 500 Growth ETF92193250510,899$3.6M0.31%
87Vanguard Intermediate-Term Treasury ETF92206C70661,610$3.6M0.31%
88iShares Core MSCI EAFE ETF46432F84249,292$3.6M0.31%
89iShares S&P 500 Value ETF46428740819,404$3.5M0.31%
90Walt Disney Co/The25468710635,369$3.5M0.30%
91Texas Instruments Inc88250810417,935$3.5M0.30%
92Alphabet IncGOOG18,655$3.4M0.29%
93iShares MSCI USA Quality Factor ETF46432F33919,400$3.3M0.29%
94Blackstone Secured Lending FundBX106,961$3.3M0.28%
95Amazon.com IncAMZN16,881$3.3M0.28%
96iShares MSCI EAFE ETF46428746540,732$3.2M0.28%
97iShares Russell 1000 Growth ETF4642876148,608$3.1M0.27%
98iShares U.S. Treasury Bond ETF46429B267134,000$3.0M0.26%
99Vanguard High Dividend Yield ETF92194640625,148$3.0M0.26%
100Invesco S&P 500 Equal Weight ETFIVZ17,353$2.9M0.25%
101Eli Lilly & CoLLY3,132$2.8M0.25%
102iShares MSCI USA Value Factor ETF46432F38827,175$2.8M0.24%
103Microsoft CorpMSFT6,268$2.8M0.24%
104iShares Russell 1000 Value ETF46428759815,916$2.8M0.24%
105United Parcel Service IncUPS20,260$2.8M0.24%
106SPDR S&P 500 ETF TrustSPY4,905$2.7M0.23%
107Salesforce IncCRM10,302$2.6M0.23%
108Alphabet IncGOOG14,195$2.6M0.23%
109Vanguard FTSE Emerging Markets ETF92204285859,256$2.6M0.22%
110iShares Core S&P Mid-Cap ETF46428750744,153$2.6M0.22%
111Meta Platforms IncMETA5,064$2.6M0.22%
112Qualcomm IncQCOM12,575$2.5M0.22%
113Alphabet IncGOOG13,557$2.5M0.22%
114Vanguard Tax-Exempt Bond Index ETF92290774648,642$2.4M0.21%
115Vanguard High Dividend Yield ETF92194640620,500$2.4M0.21%
116Apple IncAAPL11,414$2.4M0.21%
117Automatic Data Processing IncADP10,025$2.4M0.21%
118Vanguard Total Stock Market ETF9229087698,930$2.4M0.21%
119iShares TIPS Bond ETF46428717622,000$2.3M0.20%
120SPDR S&P 500 ETF TrustSPY4,282$2.3M0.20%
121iShares Core S&P Small-Cap ETF46428780421,740$2.3M0.20%
122Industrial Select Sector SPDR Fund81369Y70418,564$2.3M0.20%
123Amazon.com IncAMZN11,570$2.2M0.19%
124Microsoft CorpMSFT4,955$2.2M0.19%
125iShares Russell 2000 Growth ETF4642876488,020$2.1M0.18%
126iShares Core S&P Small-Cap ETF46428780419,726$2.1M0.18%
127iShares MSCI EAFE ETF46428746526,747$2.1M0.18%
128iShares Russell 2000 Value ETF46428763013,283$2.0M0.18%
129NVIDIA CorpNVDA16,246$2.0M0.17%
130iShares ESG Aware MSCI EAFE ETF46435G51625,000$2.0M0.17%
131Vanguard Communication Services ETF92204A88414,117$2.0M0.17%
132SPDR S&P 500 ETF TrustSPY3,499$1.9M0.16%
133Workiva IncWK25,982$1.9M0.16%
134Meta Platforms IncMETA3,751$1.9M0.16%
135Vanguard Total World Stock ETF92204274216,705$1.9M0.16%
136Berkshire Hathaway IncBRK-A4,565$1.9M0.16%
137iShares MSCI KLD 400 Social ETF46428857017,722$1.8M0.16%
138iShares 1-3 Year Treasury Bond ETF46428745722,432$1.8M0.16%
139JPMorgan BetaBuilders Japan ETF46641Q21732,419$1.8M0.16%
140Vanguard Value ETF92290874411,382$1.8M0.16%
141JPMorgan Chase & CoVYLD8,979$1.8M0.16%
142Microsoft CorpMSFT4,000$1.8M0.15%
143Apple IncAAPL8,375$1.8M0.15%
144Eli Lilly & CoLLY1,935$1.8M0.15%
145PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R83317,326$1.7M0.15%
146Visa IncV6,474$1.7M0.15%
147iShares Core S&P Mid-Cap ETF46428750728,940$1.7M0.15%
148Consumer Discretionary Select Sector SPDR Fund81369Y4079,281$1.7M0.15%
149Apple IncAAPL7,952$1.7M0.14%
150Advanced Micro Devices IncAMD10,278$1.7M0.14%
151ASML Holding NVASMLF1,592$1.6M0.14%
152Broadcom IncAVGO1,007$1.6M0.14%
153Visa IncV6,027$1.6M0.14%
154Movano Inc62459M1075,630,084$1.5M0.13%
155Novo Nordisk A/SNONOF10,840$1.5M0.13%
156iShares Russell 1000 Growth ETF4642876144,200$1.5M0.13%
157Alphabet IncGOOG8,260$1.5M0.13%
158iShares S&P 500 Growth ETF46428730916,352$1.5M0.13%
159Vanguard S&P 500 ETF9229083633,023$1.5M0.13%
160iShares Russell 1000 Value ETF4642875988,415$1.5M0.13%
161Vanguard Tax-Exempt Bond Index ETF92290774628,898$1.4M0.13%
162Vanguard Growth ETF9229087363,829$1.4M0.12%
163Vanguard Value ETF9229087448,890$1.4M0.12%
164Home Depot Inc/TheHD4,125$1.4M0.12%
165JPMorgan Chase & CoVYLD7,015$1.4M0.12%
166Energy Select Sector SPDR Fund81369Y50615,509$1.4M0.12%
167Vanguard FTSE Developed Markets ETF92194385828,477$1.4M0.12%
168iShares Core MSCI International Developed Markets ETF46435G32621,420$1.4M0.12%
169Alphabet IncGOOG7,691$1.4M0.12%
170Nordson CorpNDSN6,000$1.4M0.12%
171NXP Semiconductors NVNXPI5,165$1.4M0.12%
172SPDR S&P 500 ETF TrustSPY2,550$1.4M0.12%
173Novo Nordisk A/SNONOF9,628$1.4M0.12%
174Vanguard Industrials ETF92204A6035,800$1.4M0.12%
175Tesla IncTSLA6,826$1.4M0.12%
176Vanguard FTSE Developed Markets ETF92194385827,200$1.3M0.12%
177JPMorgan Chase & CoVYLD6,572$1.3M0.12%
178Vanguard Information Technology ETF92204A7022,300$1.3M0.11%
179iShares Core S&P 500 ETF4642872002,409$1.3M0.11%
180iShares MSCI Japan ETF46434G82219,171$1.3M0.11%
181Vanguard Total Stock Market ETF9229087694,886$1.3M0.11%
182Ulta Beauty IncULTA3,365$1.3M0.11%
183AbbVie INCABBV7,508$1.3M0.11%
184Tesla IncTSLA6,501$1.3M0.11%
185Vanguard Health Care ETF92204A5044,800$1.3M0.11%
186Apple IncAAPL6,060$1.3M0.11%
187iShares Core S&P 500 ETF4642872002,327$1.3M0.11%
188Berkshire Hathaway IncBRK-A3,125$1.3M0.11%
189Procter & Gamble Co/The7427181097,687$1.3M0.11%
190Costco Wholesale Corp22160K1051,485$1.3M0.11%
191Polaris IncPII16,086$1.3M0.11%
192iShares Global 100 ETF46428757212,899$1.2M0.11%
193Vanguard Growth ETF9229087363,255$1.2M0.11%
194Vanguard Total Stock Market ETF9229087694,495$1.2M0.10%
195Vanguard Ultra Short Bond ETF92203C30324,212$1.2M0.10%
196Piper Sandler CosPIPR5,190$1.2M0.10%
197Oracle CorpORCL-PD8,450$1.2M0.10%
198iShares S&P 500 Value ETF4642874086,536$1.2M0.10%
199Vanguard Consumer Staples ETF92204A2075,850$1.2M0.10%
200Hawkins IncHWKN13,000$1.2M0.10%
201SPDR S&P 500 ETF TrustSPY2,172$1.2M0.10%
202Vanguard Total International Stock ETF92190976819,539$1.2M0.10%
203Home Depot Inc/TheHD3,420$1.2M0.10%
204Procter & Gamble Co/The7427181096,993$1.2M0.10%
205Mastercard IncMA2,613$1.2M0.10%
206Automatic Data Processing IncADP4,825$1.2M0.10%
207iShares Core S&P Small-Cap ETF46428780410,778$1.1M0.10%
208American Express CoAXP4,940$1.1M0.10%
209JPMorgan Chase & CoVYLD5,644$1.1M0.10%
210iShares MSCI EAFE ETF46428746514,488$1.1M0.10%
211iShares Core MSCI Emerging Markets ETF46434G10321,114$1.1M0.10%
212PACCAR IncPCAR10,874$1.1M0.10%
213Cintas CorpCTAS1,590$1.1M0.10%
214Johnson & JohnsonJNJ7,559$1.1M0.10%
215Broadcom IncAVGO680$1.1M0.09%
216Bank of America Corp06050510427,442$1.1M0.09%
217Palo Alto Networks IncPANW3,205$1.1M0.09%
218SPDR S&P MidCap 400 ETF TrustMDY2,020$1.1M0.09%
219PepsiCo IncPEP6,474$1.1M0.09%
220Church & Dwight Co IncCHD10,296$1.1M0.09%
221iShares J.P. Morgan USD Emerging Markets Bond ETF46428828112,036$1.1M0.09%
222Generac Holdings IncGNRC8,025$1.1M0.09%
223Vanguard Mid-Cap ETF9229086294,374$1.1M0.09%
224Home Depot Inc/TheHD3,063$1.1M0.09%
225Elevance Health IncELV1,945$1.1M0.09%
226Qualcomm IncQCOM5,282$1.1M0.09%
227WisdomTree US LargeCap Dividend FundWT14,404$1.0M0.09%
228UnitedHealth Group IncUNH2,040$1.0M0.09%
229Vanguard FTSE Developed Markets ETF92194385820,745$1.0M0.09%
230Alphabet IncGOOG5,620$1.0M0.09%
231Costco Wholesale Corp22160K1051,196$1.0M0.09%
232Amazon.com IncAMZN5,250$1.0M0.09%
233iShares MBS ETF46428858811,000$1.0M0.09%
234Vanguard FTSE Emerging Markets ETF92204285823,000$1.0M0.09%
235Vanguard Financials ETF92204A40510,000$998,8000.09%
236Alphabet IncGOOG5,425$995,0540.09%
237ASML Holding NVASMLF966$987,9570.09%
238Adobe IncADBE1,775$986,0840.09%
239Berkshire Hathaway IncBRK-A2,398$975,5060.08%
240Vanguard Short-Term Bond ETF92193782712,500$958,7500.08%
241Johnson & JohnsonJNJ6,555$958,0790.08%
242Adobe IncADBE1,719$954,9730.08%
243Communication Services Select Sector SPDR Fund81369Y85211,146$954,7660.08%
244UnitedHealth Group IncUNH1,866$950,2790.08%
245Microsoft CorpMSFT2,115$945,2990.08%
246Abbott LaboratoriesABLZF8,970$932,0730.08%
247McDonald's CorpMCD3,620$922,5210.08%
248Roper Technologies IncROP1,620$913,1290.08%
249Microsoft CorpMSFT2,025$905,0740.08%
250Advanced Micro Devices IncAMD5,529$896,8590.08%
251Merck & Co IncMRK7,235$895,6930.08%
252Technology Select Sector SPDR Fund81369Y8033,957$895,1920.08%
253Vanguard Tax-Exempt Bond Index ETF92290774617,802$892,0580.08%
254Merck & Co IncMRK7,135$883,3130.08%
255iShares Russell 2000 ETF4642876554,335$879,5280.08%
256Chevron CorpCVX5,606$876,8910.08%
257Vanguard Dividend Appreciation ETF9219088444,753$867,6600.08%
258Novo Nordisk A/SNONOF6,000$856,4400.07%
259Jacobs Solutions IncJ6,130$856,4220.07%
260Comcast CorpCCZ21,785$853,1010.07%
261iShares Russell 1000 ETF4642876222,840$845,0140.07%
262Casey's General Stores Inc1475281032,210$843,2480.07%
263Visa IncV3,186$836,2290.07%
264Invesco S&P 500 Equal Weight ETFIVZ5,038$827,6430.07%
265iShares Russell Mid-Cap ETF46428749910,196$826,6920.07%
266SPDR Portfolio Developed World ex-US ETF78463X88923,530$825,4320.07%
267Walmart IncWMT12,122$820,7810.07%
268Berkshire Hathaway IncBRK-A2,000$813,6000.07%
269Qualcomm IncQCOM4,000$796,7200.07%
270Vanguard FTSE Europe ETF92204287411,924$796,1650.07%
271Apple IncAAPL3,715$782,4530.07%
272Novartis AGNVSEF7,317$778,9680.07%
273General Mills Inc37033410412,300$778,0980.07%
274Adobe IncADBE1,400$777,7560.07%
275Netflix IncNFLX1,152$777,4620.07%
276Schwab International Equity ETF80852480520,194$775,8530.07%
277JPMorgan BetaBuilders Japan ETF46641Q21713,576$766,0940.07%
278Ecolab IncECL3,215$765,1700.07%
279AstraZeneca PLCAZN9,777$762,5080.07%
280BlackRock IncBLK960$755,8270.07%
281iShares Core MSCI Emerging Markets ETF46434G10314,090$754,2380.07%
282Schwab Fundamental U.S. Small Company ETF80852476313,731$754,1070.07%
283Vanguard Russell 2000 ETF92206C6649,086$744,7790.06%
284Amgen IncAMGN2,362$738,0070.06%
285Thermo Fisher Scientific IncTMO1,329$734,9370.06%
286Vanguard FTSE All World ex-US Small-Cap ETF9220427186,242$733,3730.06%
287Vanguard Tax-Exempt Bond Index ETF92290774614,490$726,0940.06%
288Home Depot Inc/TheHD2,097$721,8710.06%
289Mastercard IncMA1,636$721,7380.06%
290Bank of America Corp06050510418,144$721,5870.06%
291Invesco QQQ Trust Series 1IVZ1,498$717,7070.06%
292iShares MSCI EAFE Small-Cap ETF46428827311,528$710,5860.06%
293Honeywell International Inc4385161063,325$710,0200.06%
294Vanguard Growth ETF9229087361,881$703,5130.06%
295PepsiCo IncPEP4,236$698,6430.06%
296Caterpillar IncCAT2,091$696,5120.06%
297iShares Core MSCI EAFE ETF46432F8429,585$696,2540.06%
298iShares Russell 1000 ETF4642876222,336$695,0530.06%
299Apple IncAAPL3,290$692,9400.06%
300Microsoft CorpMSFT1,549$692,3260.06%
301American Express CoAXP2,971$687,9350.06%
302Dimensional International Value ETF25434V80719,122$687,2450.06%
303Microsoft CorpMSFT1,536$686,5150.06%
304AbbVie INCABBV3,992$684,7080.06%
305Air Products and Chemicals IncAIIR2,645$682,5420.06%
306iShares Core MSCI Emerging Markets ETF46434G10312,666$678,0110.06%
307Walmart IncWMT9,959$674,3240.06%
308Eli Lilly & CoLLY742$671,7920.06%
309Netflix IncNFLX991$668,8060.06%
310Vanguard Value ETF9229087444,167$668,4280.06%
311iShares National Muni Bond ETF4642884146,240$664,8720.06%
312SHELL ADR EACH REP 2 ORDRYDAF9,179$662,5400.06%
313Best Buy Co IncBBY7,855$662,0980.06%
314Costco Wholesale Corp22160K105775$658,7420.06%
315Honeywell International Inc4385161063,071$655,7810.06%
316JPMorgan Chase & CoVYLD3,241$655,5250.06%
317Goldman Sachs Community Municipal Bond ETFNVGLF13,310$655,5180.06%
318Exxon Mobil CorpXOM5,670$652,7300.06%
319Moderna IncMRNA5,475$650,1560.06%
320Cisco Systems IncCSCO13,588$645,5660.06%
321iShares iBonds Dec 2028 Term Corporate ETF46435U51526,000$644,0200.06%
322iShares National Muni Bond ETF4642884146,039$643,4550.06%
323Costco Wholesale Corp22160K105757$643,4420.06%
324Xcel Energy IncXELLL11,925$636,9140.06%
325Walt Disney Co/The2546871066,387$634,1650.05%
326Technology Select Sector SPDR Fund81369Y8032,800$633,4440.05%
327Linde PLCLIN1,438$631,0090.05%
328Abbott LaboratoriesABLZF6,059$629,5910.05%
329Merck & Co IncMRK5,074$628,1610.05%
330Emerson Electric CoEMR5,698$627,6920.05%
331NVIDIA CorpNVDA5,080$627,5830.05%
332McDonald's CorpMCD2,438$621,3000.05%
333iShares iBonds Dec 2026 Term Corporate ETF46435GAA026,000$619,3200.05%
334iShares Russell 3000 ETF4642876892,000$617,3400.05%
335iShares iBonds Dec 2027 Term Corporate ETF46435UAA926,000$616,9800.05%
336NextEra Energy IncNEE-PW8,697$615,8350.05%
337Dimensional US Targeted Value ETF25434V60911,833$613,7780.05%
338Berkshire Hathaway IncBRK-A1$612,2410.05%
339US BancorpUSB-PS15,377$610,4670.05%
340iShares MSCI Canada ETF46428650916,444$609,9080.05%
341McDonald's CorpMCD2,384$607,5390.05%
342Accenture PLCACN2,001$607,1230.05%
343Hershey Co/TheHSY3,300$606,6390.05%
344Walmart IncWMT8,942$605,4630.05%
345Toyota Motor CorpTOYOF2,950$604,6620.05%
346McDonald's CorpMCD2,363$602,1870.05%
347Labcorp Holdings IncLH2,955$601,3720.05%
348Granite Construction IncGVA9,688$600,3650.05%
349Dimensional Emerging Markets Value ETF25434V74021,719$597,2720.05%
350Berkshire Hathaway IncBRK-A1,465$595,9620.05%
351Novartis AGNVSEF5,594$595,5370.05%
352Vanguard Small-Cap ETF9229087512,722$593,5050.05%
353Microsoft CorpMSFT1,323$591,3150.05%
354iShares iBonds Dec 2029 Term Corporate ETF46436E20526,000$589,4200.05%
355Cambria Shareholder Yield ETF1320612018,620$588,5740.05%
356UnitedHealth Group IncUNH1,155$588,1950.05%
357Accenture PLCACN1,934$586,7950.05%
358Vanguard Intermediate-Term Treasury ETF92206C70610,047$585,0370.05%
359Vanguard FTSE Developed Markets ETF92194385811,808$583,5510.05%
360Microsoft CorpMSFT1,300$581,0350.05%
361Vanguard FTSE Emerging Markets ETF92204285813,271$580,7390.05%
362iShares Broad USD High Yield Corporate Bond ETF46435U85316,000$580,4800.05%
363JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF46641Q23311,978$579,4960.05%
364Johnson & JohnsonJNJ3,960$578,7940.05%
365Merck & Co IncMRK4,670$578,1460.05%
366Invesco National AMT-Free Municipal Bond ETFIVZ24,349$576,5840.05%
367iShares MSCI Global Min Vol Factor ETF4642865255,500$575,5200.05%
368Advanced Micro Devices IncAMD3,520$570,9790.05%
369American Tower Corp03027X1002,935$570,5050.05%
370JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF46641Q23311,792$570,4970.05%
371iShares Core MSCI Emerging Markets ETF46434G10310,599$567,3640.05%
372Broadcom IncAVGO353$566,7520.05%
373AbbVie INCABBV3,304$566,7020.05%
374Jp Morgan Etf Trust Betabuilders Europe Usd46641Q1919,535$561,4210.05%
375Oracle CorpORCL-PD3,951$557,8810.05%
376Salesforce IncCRM2,161$555,5930.05%
377iShares iBonds Dec 2030 Term Corporate ETF46436E72626,000$552,7600.05%
378Ecolab IncECL2,313$550,4940.05%
379Alphabet IncGOOG3,020$550,0930.05%
380Dimensional US Marketwide Value ETF25434V72414,000$549,7800.05%
381Berkshire Hathaway IncBRK-A1,350$549,1800.05%
382Pfizer IncPFE19,586$548,0160.05%
383Coca-Cola CoKO8,605$547,7080.05%
384AstraZeneca PLCAZN7,022$547,6460.05%
385Home Depot Inc/TheHD1,590$547,3420.05%
386iShares iBonds Dec 2025 Term Corporate ETF46434VBD122,000$546,9200.05%
387Vanguard Small-Cap ETF9229087512,508$546,8440.05%
388Alphabet IncGOOG3,000$546,4500.05%
389Amazon.com IncAMZN2,817$544,3850.05%
390Wells Fargo & Co9497461019,162$544,1310.05%
391Marvell Technology IncMRVL7,770$543,1230.05%
392iShares Core MSCI EAFE ETF46432F8427,456$541,6040.05%
393Oracle CorpORCL-PD3,826$540,2310.05%
394Intuit IncINTU822$540,2270.05%
395iShares ESG Aware MSCI USA Small-Cap ETF46435U66314,000$539,0000.05%
396Salesforce IncCRM2,095$538,6240.05%
397Sumitomo Mitsui Financial Group Inc86562M20939,820$533,9860.05%
398iShares Currency Hedged MSCI EAFE ETF46434V80315,000$533,3250.05%
399Schwab International Equity ETF80852480513,872$532,9620.05%
400iShares Core S&P Mid-Cap ETF4642875079,106$532,8830.05%
401Caterpillar IncCAT1,593$530,6280.05%
402Micron Technology IncMU4,029$529,9340.05%
403MasTec IncMTZ4,917$526,0700.05%
404Danaher Corp2358511022,100$524,6850.05%
405iShares Fallen Angels USD Bond ETF46435G47420,000$523,8000.05%
406Merck & Co IncMRK4,230$523,6740.05%
407Motorola Solutions IncMSI1,355$523,0980.05%
408Analog Devices IncADI2,291$522,9440.05%
409Eaton Corp PLCETN1,655$518,9250.04%
410Cisco Systems IncCSCO10,881$516,9560.04%
411Walt Disney Co/The2546871065,185$514,8190.04%
412Danaher Corp2358511022,056$513,6920.04%
413Marriott International Inc/MD5719032022,120$512,5520.04%
414HSBC Holdings PLCHBCYF11,755$511,3420.04%
415iShares Russell 1000 Growth ETF4642876141,400$510,3140.04%
416SAP SESAPGF2,518$507,9060.04%
417JPMorgan BetaBuilders Canada ETF46641Q2257,811$507,4810.04%
418iShares Russell 2000 ETF4642876552,500$507,2250.04%
419Schwab International Small-Cap Equity ETF80852488814,255$507,1930.04%
420Honeywell International Inc4385161062,371$506,3030.04%
421Amazon.com IncAMZN2,618$505,9280.04%
422Schwab Short-Term U.S. Treasury ETF80852486210,503$505,5090.04%
423Applied Materials Inc0382221052,142$505,4910.04%
424Coca-Cola CoKO7,934$504,9990.04%
425Intuitive Surgical IncISRG1,135$504,9050.04%
426Vanguard Small-Cap ETF9229087512,309$503,4540.04%
427iShares iBonds Dec 2024 Term Corporate ETF46434VBG420,000$502,6000.04%
428Applied Materials Inc0382221052,129$502,4230.04%
429T-Mobile US IncTMUSZ2,847$501,5840.04%
430Cisco Systems IncCSCO10,555$501,4680.04%
431Chipotle Mexican Grill IncCMG8,000$501,2000.04%
432Agilent Technologies IncA3,865$501,0200.04%
433iShares Russell 2000 ETF4642876552,466$500,3270.04%
434PepsiCo IncPEP3,032$500,0680.04%
435Caterpillar IncCAT1,500$499,6500.04%
436Wells Fargo & Co9497461018,395$498,5790.04%
437Amgen IncAMGN1,592$497,4200.04%
438Schwab U.S. Large-Cap Growth ETF8085243004,930$497,1410.04%
439Apple IncAAPL2,359$496,8530.04%
440Vanguard FTSE Pacific ETF9220428666,694$496,5610.04%
441Intuit IncINTU755$496,1940.04%
442Marvell Technology IncMRVL7,092$495,7310.04%
443iShares Core MSCI EAFE ETF46432F8426,785$492,8620.04%
444Apple IncAAPL2,330$490,7450.04%
445Alphabet IncGOOG2,688$489,6190.04%
446Microsoft CorpMSFT1,089$486,7290.04%
447Emerson Electric CoEMR4,400$484,7040.04%
448AbbVie INCABBV2,825$484,5440.04%
449SPDR S&P 500 ETF TrustSPY890$484,3560.04%
450Vanguard FTSE Emerging Markets ETF92204285811,044$483,2850.04%
451Graco IncGGG6,077$481,7850.04%
452iShares MSCI USA Min Vol Factor ETF46429B6975,715$479,8310.04%
453Principal Financial Group IncPFG6,106$479,0160.04%
454Landsea Homes Corporation51509P10352,038$478,2290.04%
455Dycom Industries Inc2674751012,832$477,9280.04%
456Vanguard Small-Cap Value ETF9229086112,612$476,7420.04%
457Walt Disney Co/The2546871064,791$475,6980.04%
458Apple IncAAPL2,256$475,1590.04%
459Exxon Mobil CorpXOM4,125$474,8700.04%
460GE HealthCare Technologies IncGEHC6,093$474,7670.04%
461Alphabet IncGOOG2,605$474,5010.04%
462Honeywell International Inc4385161062,215$472,9910.04%
463Chevron CorpCVX3,015$471,6060.04%
464Charles Schwab CorpSCHW-PJ6,396$471,3210.04%
465Schwab U.S. Large-Cap Value ETF8085244096,360$471,1490.04%
466Johnson & JohnsonJNJ3,215$469,9040.04%
467Amphenol Corp0320951016,960$468,8950.04%
468Costco Wholesale Corp22160K105550$467,4940.04%
469Walmart IncWMT6,876$465,5740.04%
470iShares Core S&P 500 ETF464287200850$465,1460.04%
471Boeing CoBA-PA2,550$464,1260.04%
472Sysco CorpSYY6,500$464,0350.04%
473ONEOK IncOKE5,686$463,6930.04%
474NVIDIA CorpNVDA3,750$463,2750.04%
475Microsoft CorpMSFT1,036$463,0400.04%
476iShares Russell 3000 ETF4642876891,500$463,0050.04%
477iShares Core MSCI Emerging Markets ETF46434G1038,620$461,4290.04%
478Bank of America Corp06050510411,550$459,3440.04%
479JPMorgan Chase & CoVYLD2,265$458,1190.04%
480Abbott LaboratoriesABLZF4,390$456,1650.04%
481Toyota Motor CorpTOYOF2,223$455,6480.04%
482SAP SESAPGF2,256$455,0580.04%
483Qualcomm IncQCOM2,283$454,7280.04%
484Super Micro Computer IncSMCI553$453,1010.04%
485Mastercard IncMA1,025$452,1890.04%
486RTX CorpRTX4,492$450,9520.04%
487Vanguard Mid-Cap ETF9229086291,860$450,3060.04%
488iShares MSCI USA Quality Factor ETF46432F3392,632$449,4400.04%
489Cisco Systems IncCSCO9,450$448,9700.04%
490Global X MLP ETF37954Y3439,253$448,7710.04%
491Verizon Communications IncVZ10,833$446,7530.04%
492Alaska Air Group IncALK11,027$445,4910.04%
493Unilever PLCUNLYF8,088$444,7590.04%
494Schwab US Small-Cap ETF8085246079,360$444,1320.04%
495Microsoft CorpMSFT985$440,2460.04%
496iShares Russell 2000 ETF4642876552,166$439,4600.04%
497Texas Instruments Inc8825081042,258$439,2490.04%
498Vanguard FTSE Emerging Markets ETF92204285810,000$437,6000.04%
499Fiserv IncFISV2,930$436,6870.04%
500Bank of Montreal0636711015,200$436,0200.04%