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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 Q3 2024 · Filed November 12, 2024 · Accession 0001062993-24-018838

Total Value
$1.88B
Positions
3,773
Other Managers
56
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1PACCAR IncPCAR1,722,166$169.9M11.34%
2NVIDIA CorpNVDA288,027$35.0M2.33%
3iShares S&P 100 ETF464287101106,805$29.6M1.97%
4Microsoft CorpMSFT60,050$25.8M1.72%
5Eli Lilly & CoLLY25,036$22.2M1.48%
6Alphabet IncGOOG128,870$21.5M1.44%
7Fiserv IncFISV112,267$20.2M1.35%
8UnitedHealth Group IncUNH32,969$19.3M1.29%
9Graco IncGGG204,275$17.9M1.19%
10Amazon.com IncAMZN70,556$13.1M0.88%
11Toro Co/TheTORO149,244$12.9M0.86%
12US BancorpUSB-PS282,783$12.9M0.86%
13Ecolab IncECL49,972$12.8M0.85%
14Home Depot Inc/TheHD31,035$12.6M0.84%
15Engine NO. 1 Transform 500 ETF29287L106185,506$12.4M0.83%
16Microsoft CorpMSFT28,369$12.2M0.81%
17Bio-Techne CorpTECH148,125$11.8M0.79%
18Vanguard Information Technology ETF92204A70219,732$11.6M0.77%
19Microsoft CorpMSFT26,845$11.6M0.77%
20iShares Core S&P 500 ETF46428720019,902$11.5M0.77%
21Fastenal CoFAST157,753$11.3M0.75%
22Johnson & JohnsonJNJ65,973$10.7M0.71%
23iShares MSCI ACWI ETF46428825789,269$10.7M0.71%
24Apple IncAAPL44,675$10.4M0.69%
25JPMorgan Chase & CoVYLD48,866$10.3M0.69%
26NVIDIA CorpNVDA84,186$10.2M0.68%
27SPDR S&P 500 ETF TrustSPY17,650$10.1M0.68%
28Abbott LaboratoriesABLZF88,534$10.1M0.67%
29Visa IncV36,466$10.0M0.67%
30Apple IncAAPL42,902$10.0M0.67%
31Honeywell International Inc43851610648,346$10.0M0.67%
32Alliant Energy CorpLNT164,380$10.0M0.67%
33Medtronic PLCMDT106,647$9.6M0.64%
34Littelfuse IncLFUS35,569$9.4M0.63%
35Apple IncAAPL39,615$9.2M0.62%
36US BancorpUSB-PS198,879$9.1M0.61%
37Eli Lilly & CoLLY9,833$8.7M0.58%
38Solventum CorpSOLV123,659$8.6M0.58%
39iShares Russell 1000 Growth ETF46428761422,700$8.5M0.57%
40Chipotle Mexican Grill IncCMG142,406$8.2M0.55%
41Qualcomm IncQCOM47,399$8.1M0.54%
42Vanguard S&P 500 ETF92290836315,077$8.0M0.53%
43Microsoft CorpMSFT18,370$7.9M0.53%
44Hormel Foods CorpHRL243,912$7.7M0.52%
45NVIDIA CorpNVDA60,739$7.4M0.49%
46iShares Core S&P 500 ETF46428720012,779$7.4M0.49%
47iShares Core S&P 500 ETF46428720012,522$7.2M0.48%
48International Business Machines CorpINTR32,000$7.1M0.47%
49SPDR S&P 500 ETF TrustSPY12,210$7.0M0.47%
50Qualcomm IncQCOM40,537$6.9M0.46%
51Sherwin-Williams CoSHW18,035$6.9M0.46%
52Motorola Solutions IncMSI15,177$6.8M0.46%
53Freshworks IncFRSH589,520$6.8M0.45%
54Rockwell Automation IncROK24,036$6.5M0.43%
55Badger Meter IncBMI28,930$6.3M0.42%
56JPMorgan Chase & CoVYLD29,944$6.3M0.42%
57Wells Fargo & Co949746101110,763$6.3M0.42%
58Verizon Communications IncVZ138,739$6.2M0.42%
59Vanguard Total Stock Market ETF92290876921,503$6.1M0.41%
60HB Fuller CoFUL76,132$6.0M0.40%
61nVent Electric PLCNVT85,074$6.0M0.40%
62SPDR S&P 500 ETF TrustSPY10,150$5.8M0.39%
63Financial Select Sector SPDR Fund81369Y605127,477$5.8M0.39%
64iShares Core S&P 500 ETF4642872009,935$5.7M0.38%
65Charles Schwab CorpSCHW-PJ86,808$5.6M0.38%
66Vanguard Large-Cap ETF92290863721,363$5.6M0.38%
67Entegris IncENTG49,494$5.6M0.37%
68Alphabet IncGOOG32,057$5.4M0.36%
69American Express CoAXP19,399$5.3M0.35%
70American Express CoAXP19,248$5.2M0.35%
71iShares MSCI EAFE Value ETF46428887790,721$5.2M0.35%
72Principal Financial Group IncPFG60,471$5.2M0.35%
73Vanguard S&P 500 ETF9229083639,580$5.1M0.34%
74Tennant CoTNC52,631$5.1M0.34%
75iShares S&P 100 ETF46428710117,956$5.0M0.33%
76Donaldson Co IncDCI66,353$4.9M0.33%
77Jp Morgan Etf Trust Betabuilders Europe Usd46641Q19176,745$4.8M0.32%
78Sysco CorpSYY60,574$4.7M0.32%
79CH Robinson Worldwide IncCHRW41,988$4.6M0.31%
80iShares MSCI EAFE Growth ETF46428888542,199$4.5M0.30%
81Alphabet IncGOOG26,808$4.4M0.30%
82Target CorpTGT28,041$4.4M0.29%
83Apple IncAAPL18,573$4.3M0.29%
84Vanguard Total Stock Market ETF92290876915,100$4.3M0.29%
85Vanguard Total International Stock ETF92190976865,000$4.2M0.28%
86iShares Core MSCI Europe ETF46434V73867,701$4.1M0.28%
87Goldman Sachs Equal Weight US Large Cap Equity ETFNVGLF52,610$4.1M0.27%
88iShares Core S&P Mid-Cap ETF46428750765,018$4.1M0.27%
89iShares Core MSCI EAFE ETF46432F84251,535$4.0M0.27%
90Vanguard Total World Stock ETF92204274233,600$4.0M0.27%
91Health Care Select Sector SPDR Fund81369Y20926,102$4.0M0.27%
92iShares Russell 1000 Growth ETF46428761410,437$3.9M0.26%
93JPMorgan BetaBuilders Canada ETF46641Q22554,106$3.9M0.26%
94Texas Instruments Inc88250810418,859$3.9M0.26%
95iShares S&P 500 Growth ETF46428730940,277$3.9M0.26%
96Procter & Gamble Co/The74271810922,142$3.8M0.26%
97iShares S&P 500 Value ETF46428740819,371$3.8M0.25%
98Amazon.com IncAMZN20,349$3.8M0.25%
99DuPont de Nemours IncDD42,441$3.8M0.25%
100SPDR S&P 500 ETF TrustSPY6,547$3.8M0.25%
101NVIDIA CorpNVDA30,835$3.7M0.25%
102Vanguard S&P 500 Growth ETF92193250510,558$3.6M0.24%
103Amazon.com IncAMZN19,472$3.6M0.24%
104iShares MSCI USA Quality Factor ETF46432F33919,400$3.5M0.23%
105Alphabet IncGOOG20,567$3.4M0.23%
106Alphabet IncGOOG20,360$3.4M0.23%
107Walt Disney Co/The25468710634,409$3.3M0.22%
108Meta Platforms IncMETA5,659$3.2M0.22%
109iShares Russell 1000 Growth ETF4642876148,608$3.2M0.22%
110Vanguard High Dividend Yield ETF92194640625,148$3.2M0.22%
111Amgen IncAMGN9,894$3.2M0.21%
112iShares U.S. Treasury Bond ETF46429B267134,000$3.1M0.21%
113Blackstone Secured Lending FundBX106,961$3.1M0.21%
114Lowe's Companies Inc54866110711,551$3.1M0.21%
115Invesco S&P 500 Equal Weight ETFIVZ17,353$3.1M0.21%
116iShares Russell 1000 Value ETF46428759815,916$3.0M0.20%
117iShares Core S&P Mid-Cap ETF46428750748,324$3.0M0.20%
118Eli Lilly & CoLLY3,378$3.0M0.20%
119Vanguard Intermediate-Term Treasury ETF92206C70649,365$3.0M0.20%
120iShares MSCI USA Value Factor ETF46432F38827,175$3.0M0.20%
121Automatic Data Processing IncADP10,396$2.9M0.19%
122Salesforce IncCRM10,157$2.8M0.19%
123iShares TIPS Bond ETF46428717624,500$2.7M0.18%
124Microsoft CorpMSFT6,268$2.7M0.18%
125Apple IncAAPL11,421$2.7M0.18%
126Alphabet IncGOOG15,859$2.7M0.18%
127Vanguard High Dividend Yield ETF92194640620,500$2.6M0.18%
128iShares Core S&P Small-Cap ETF46428780422,203$2.6M0.17%
129Meta Platforms IncMETA4,480$2.6M0.17%
130Vanguard Total Stock Market ETF9229087698,961$2.5M0.17%
131United Parcel Service IncUPS18,545$2.5M0.17%
132Industrial Select Sector SPDR Fund81369Y70418,564$2.5M0.17%
133SPDR S&P 500 ETF TrustSPY4,328$2.5M0.17%
134RTX CorpRTX20,222$2.5M0.16%
135Dow IncDOW44,104$2.4M0.16%
136Alphabet IncGOOG14,195$2.4M0.16%
137JPMorgan Chase & CoVYLD11,133$2.3M0.16%
138iShares ESG Aware MSCI EAFE ETF46435G51627,500$2.3M0.15%
139iShares Russell 2000 Growth ETF4642876488,020$2.3M0.15%
140iShares MSCI EAFE ETF46428746526,747$2.2M0.15%
141Costco Wholesale Corp22160K1052,516$2.2M0.15%
142Apple IncAAPL9,550$2.2M0.15%
143Tesla IncTSLA8,504$2.2M0.15%
144iShares Russell 2000 Value ETF46428763013,283$2.2M0.15%
145SPDR S&P 500 ETF TrustSPY3,854$2.2M0.15%
146Berkshire Hathaway IncBRK-A4,727$2.2M0.15%
147Amazon.com IncAMZN11,570$2.2M0.14%
148Corteva IncCTVA36,514$2.1M0.14%
149PepsiCo IncPEP12,597$2.1M0.14%
150Qualcomm IncQCOM12,575$2.1M0.14%
151Microsoft CorpMSFT4,952$2.1M0.14%
152Workiva IncWK26,714$2.1M0.14%
153Vanguard Dividend Appreciation ETF92190884410,525$2.1M0.14%
154Intel CorpINTC88,000$2.1M0.14%
155Honeywell International Inc4385161069,954$2.1M0.14%
156Visa IncV7,459$2.1M0.14%
157Broadcom IncAVGO11,800$2.0M0.14%
158Movano Inc62459M1075,630,084$2.0M0.13%
159Vanguard Communication Services ETF92204A88413,874$2.0M0.13%
160Vanguard Total World Stock ETF92204274216,705$2.0M0.13%
161Vanguard Tax-Exempt Bond Index ETF92290774638,760$2.0M0.13%
162Vanguard Value ETF92290874411,309$2.0M0.13%
163NVIDIA CorpNVDA16,222$2.0M0.13%
164iShares Core S&P Small-Cap ETF46428780416,718$2.0M0.13%
165Apple IncAAPL8,375$2.0M0.13%
166Eli Lilly & CoLLY2,199$1.9M0.13%
167Tesla IncTSLA7,356$1.9M0.13%
168iShares Russell 1000 Growth ETF4642876145,000$1.9M0.13%
169Consumer Discretionary Select Sector SPDR Fund81369Y4079,253$1.9M0.12%
170AbbVie INCABBV9,204$1.8M0.12%
171Vanguard Tax-Exempt Bond Index ETF92290774634,680$1.8M0.12%
172Microsoft CorpMSFT4,000$1.7M0.11%
173Progressive Corp7433151036,739$1.7M0.11%
174Advanced Micro Devices IncAMD10,278$1.7M0.11%
175Apple IncAAPL7,232$1.7M0.11%
176Merck & Co IncMRK14,753$1.7M0.11%
177Home Depot Inc/TheHD4,125$1.7M0.11%
178Visa IncV6,027$1.7M0.11%
179Hawkins IncHWKN13,000$1.7M0.11%
180iShares 1-3 Year Treasury Bond ETF46428745719,903$1.7M0.11%
181Alphabet IncGOOG9,820$1.6M0.11%
182iShares Russell 1000 Value ETF4642875988,415$1.6M0.11%
183Vanguard S&P 500 ETF9229083633,023$1.6M0.11%
184UnitedHealth Group IncUNH2,710$1.6M0.11%
185Nordson CorpNDSN6,000$1.6M0.11%
186Procter & Gamble Co/The7427181099,074$1.6M0.10%
187iShares S&P 500 Growth ETF46428730916,352$1.6M0.10%
188PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R83315,465$1.6M0.10%
189ConocoPhillipsCOP14,788$1.6M0.10%
190Berkshire Hathaway IncBRK-A3,375$1.6M0.10%
191Broadcom IncAVGO8,979$1.5M0.10%
192NIKE IncNKE17,488$1.5M0.10%
193iShares Core S&P Mid-Cap ETF46428750724,690$1.5M0.10%
194JPMorgan Chase & CoVYLD7,248$1.5M0.10%
195Ameriprise Financial Inc03076C1063,240$1.5M0.10%
196Costco Wholesale Corp22160K1051,712$1.5M0.10%
197iShares Core MSCI International Developed Markets ETF46435G32621,420$1.5M0.10%
198Vanguard FTSE Developed Markets ETF92194385828,603$1.5M0.10%
199Vanguard Industrials ETF92204A6035,800$1.5M0.10%
200AbbVie INCABBV7,630$1.5M0.10%
201Vanguard Total Stock Market ETF9229087695,321$1.5M0.10%
202Home Depot Inc/TheHD3,708$1.5M0.10%
203Mastercard IncMA3,018$1.5M0.10%
204JPMorgan Chase & CoVYLD7,015$1.5M0.10%
205Ulta Beauty IncULTA3,780$1.5M0.10%
206SPDR S&P 500 ETF TrustSPY2,550$1.5M0.10%
207Vanguard Growth ETF9229087363,806$1.5M0.10%
208JPMorgan BetaBuilders Japan ETF46641Q21724,418$1.4M0.10%
209Oracle CorpORCL-PD8,450$1.4M0.10%
210Piper Sandler CosPIPR5,065$1.4M0.10%
211Alphabet IncGOOG8,600$1.4M0.10%
212Vanguard Value ETF9229087448,131$1.4M0.09%
213Berkshire Hathaway IncBRK-A3,070$1.4M0.09%
214Apple IncAAPL6,060$1.4M0.09%
215Home Depot Inc/TheHD3,483$1.4M0.09%
216Consumer Staples Select Sector SPDR Fund81369Y30816,917$1.4M0.09%
217JPMorgan Chase & CoVYLD6,490$1.4M0.09%
218United Parcel Service IncUPS10,000$1.4M0.09%
219Energy Select Sector SPDR Fund81369Y50615,509$1.4M0.09%
220Vanguard Tax-Exempt Bond Index ETF92290774626,617$1.4M0.09%
221Marriott International Inc/MD5719032025,450$1.4M0.09%
222Vanguard Information Technology ETF92204A7022,300$1.3M0.09%
223iShares Core S&P 500 ETF4642872002,323$1.3M0.09%
224American Express CoAXP4,940$1.3M0.09%
225Automatic Data Processing IncADP4,825$1.3M0.09%
226Texas Roadhouse IncTXRH7,415$1.3M0.09%
227ASML Holding NVASMLF1,564$1.3M0.09%
228Colgate-Palmolive CoCL12,537$1.3M0.09%
229Novo Nordisk A/SNONOF10,895$1.3M0.09%
230iShares S&P 500 Value ETF4642874086,536$1.3M0.09%
231iShares MSCI Japan ETF46434G82218,007$1.3M0.09%
232iShares Core S&P Small-Cap ETF46428780410,778$1.3M0.08%
233iShares MSCI KLD 400 Social ETF46428857011,480$1.2M0.08%
234SPDR S&P 500 ETF TrustSPY2,172$1.2M0.08%
235Procter & Gamble Co/The7427181097,169$1.2M0.08%
236NXP Semiconductors NVNXPI5,165$1.2M0.08%
237Vanguard Growth ETF9229087363,190$1.2M0.08%
238Cintas CorpCTAS5,944$1.2M0.08%
239iShares Core MSCI Emerging Markets ETF46434G10321,114$1.2M0.08%
240iShares MSCI EAFE ETF46428746514,488$1.2M0.08%
241Vanguard Ultra Short Bond ETF92203C30324,212$1.2M0.08%
242Johnson & JohnsonJNJ7,424$1.2M0.08%
243UnitedHealth Group IncUNH2,057$1.2M0.08%
244iShares Russell 3000 ETF4642876893,676$1.2M0.08%
245Thermo Fisher Scientific IncTMO1,884$1.2M0.08%
246Novo Nordisk A/SNONOF9,783$1.2M0.08%
247Vanguard Mid-Cap ETF9229086294,374$1.2M0.08%
248SPDR S&P MidCap 400 ETF TrustMDY2,020$1.2M0.08%
249Abbott LaboratoriesABLZF10,089$1.2M0.08%
250Meta Platforms IncMETA2,000$1.1M0.08%
251Target CorpTGT7,340$1.1M0.08%
252Vanguard Total International Stock ETF92190976817,553$1.1M0.08%
253WisdomTree US LargeCap Dividend FundWT14,404$1.1M0.08%
254Phillips 66PSX8,602$1.1M0.08%
255Generac Holdings IncGNRC7,065$1.1M0.07%
256AstraZeneca PLCAZN14,319$1.1M0.07%
257Vanguard Total Stock Market ETF9229087693,923$1.1M0.07%
258Amazon.com IncAMZN5,921$1.1M0.07%
259McDonald's CorpMCD3,620$1.1M0.07%
260PepsiCo IncPEP6,474$1.1M0.07%
261Vanguard FTSE Emerging Markets ETF92204285823,000$1.1M0.07%
262Vanguard FTSE Developed Markets ETF92194385820,745$1.1M0.07%
263Palo Alto Networks IncPANW3,205$1.1M0.07%
264Bank of America Corp06050510427,442$1.1M0.07%
265Alphabet IncGOOG6,495$1.1M0.07%
266PACCAR IncPCAR10,874$1.1M0.07%
267Church & Dwight Co IncCHD10,191$1.1M0.07%
268Visa IncV3,875$1.1M0.07%
269Qualcomm IncQCOM6,256$1.1M0.07%
270Oracle CorpORCL-PD6,238$1.1M0.07%
271Johnson & JohnsonJNJ6,555$1.1M0.07%
272iShares MBS ETF46428858811,000$1.1M0.07%
273Walt Disney Co/The25468710610,900$1.0M0.07%
274Pacer US Cash Cows 100 ETF69374H88118,060$1.0M0.07%
275SPDR Portfolio Developed World ex-US ETF78463X88927,758$1.0M0.07%
276Vanguard FTSE Developed Markets ETF92194385819,579$1.0M0.07%
277Cadence Design Systems INCCDNS3,802$1.0M0.07%
278Walmart IncWMT12,734$1.0M0.07%
279iShares Core S&P 500 ETF4642872001,780$1.0M0.07%
280Abbott LaboratoriesABLZF8,970$1.0M0.07%
281Costco Wholesale Corp22160K1051,150$1.0M0.07%
282iShares iBonds Dec 2026 Term Treasury ETF46436E85844,083$1.0M0.07%
283Elevance Health IncELV1,945$1.0M0.07%
284Communication Services Select Sector SPDR Fund81369Y85211,146$1.0M0.07%
285Alphabet IncGOOG6,020$1.0M0.07%
286iShares iBonds Dec 2025 Term Treasury ETF46436E86642,938$1.0M0.07%
287Advanced Micro Devices IncAMD6,100$1.0M0.07%
288iShares Russell 2000 ETF4642876554,492$992,2380.07%
289Microsoft CorpMSFT2,294$987,1080.07%
290Vanguard Short-Term Bond ETF92193782712,500$983,6250.07%
291Piper Sandler CosPIPR3,433$974,3200.07%
292Amazon.com IncAMZN5,176$964,4440.06%
293Mastercard IncMA1,918$947,1080.06%
294Adobe IncADBE1,823$943,9130.06%
295Alphabet IncGOOG5,622$932,4090.06%
296iShares J.P. Morgan USD Emerging Markets Bond ETF4642882819,844$921,2020.06%
297Berkshire Hathaway IncBRK-A2,000$920,5200.06%
298Adobe IncADBE1,775$919,0600.06%
299Microsoft CorpMSFT2,115$910,0840.06%
300Comcast CorpCCZ21,785$909,9590.06%
301Adobe IncADBE1,757$909,7390.06%
302Alphabet IncGOOG5,425$907,0060.06%
303iShares Broad USD High Yield Corporate Bond ETF46435U85324,012$904,0520.06%
304Roper Technologies IncROP1,620$901,4330.06%
305iShares Russell Mid-Cap ETF46428749910,196$898,6750.06%
306Technology Select Sector SPDR Fund81369Y8033,957$893,3320.06%
307iShares Russell 1000 ETF4642876222,840$892,8680.06%
308T-Mobile US IncTMUSZ4,316$890,6500.06%
309Meta Platforms IncMETA1,550$887,2820.06%
310Accenture PLCACN2,508$886,5280.06%
311Merck & Co IncMRK7,778$883,2700.06%
312Invesco S&P 500 Equal Weight ETFIVZ4,925$882,3630.06%
313Chevron CorpCVX5,976$880,0860.06%
314Vanguard Financials ETF92204A4058,000$879,2800.06%
315Netflix IncNFLX1,239$878,7860.06%
316Oracle CorpORCL-PD5,136$875,1740.06%
317iShares Russell 2000 ETF4642876553,951$872,7360.06%
318Vanguard Consumer Staples ETF92204A2073,950$862,9960.06%
319VanEck High Yield Muni ETF92189H40916,250$862,3880.06%
320BlackRock IncBLK904$858,3570.06%
321Vanguard FTSE Emerging Markets ETF92204285817,828$853,0700.06%
322Best Buy Co IncBBY8,255$852,7420.06%
323Netflix IncNFLX1,201$851,8330.06%
324iShares Russell 3000 ETF4642876892,600$849,4980.06%
325Exxon Mobil CorpXOM7,233$847,8520.06%
326Vanguard FTSE Europe ETF92204287411,924$847,7960.06%
327iShares Core S&P U.S. Growth ETF4642876716,400$844,2240.06%
328Novartis AGNVSEF7,323$842,2910.06%
329Automatic Data Processing IncADP3,025$837,1080.06%
330General Mills Inc37033410411,335$837,0900.06%
331Polaris IncPII10,051$836,6450.06%
332Home Depot Inc/TheHD2,061$835,1170.06%
333Schwab International Equity ETF80852480520,194$830,3770.06%
334Microsoft CorpMSFT1,922$827,0370.06%
335Xcel Energy IncXELLL12,651$826,1100.06%
336Caterpillar IncCAT2,108$824,4810.06%
337Merck & Co IncMRK7,235$821,6070.05%
338Vanguard Dividend Appreciation ETF9219088444,146$821,1570.05%
339Ecolab IncECL3,215$820,8860.05%
340Schwab Fundamental U.S. Small Company ETF80852476313,731$817,9560.05%
341Invesco FTSE RAFI US 1000 ETFIVZ20,000$812,6000.05%
342Vanguard Russell 2000 ETF92206C6649,086$811,9250.05%
343Apple IncAAPL3,482$811,3060.05%
344iShares Core MSCI Emerging Markets ETF46434G10314,114$810,2850.05%
345American Express CoAXP2,986$809,8030.05%
346Casey's General Stores Inc1475281032,155$809,6550.05%
347Salesforce IncCRM2,937$803,8860.05%
348Jacobs Solutions IncJ6,130$802,4170.05%
349Vanguard FTSE Emerging Markets ETF92204285816,731$800,5780.05%
350Broadcom IncAVGO4,586$791,0850.05%
351Vanguard Health Care ETF92204A5042,800$790,1600.05%
352AbbVie INCABBV3,992$788,3400.05%
353Air Products and Chemicals IncAIIR2,645$787,5220.05%
354Vanguard FTSE All World ex-US Small-Cap ETF9220427186,242$786,2420.05%
355PepsiCo IncPEP4,592$780,8700.05%
356iShares MSCI EAFE Small-Cap ETF46428827311,528$780,4460.05%
357JPMorgan BetaBuilders Japan ETF46641Q21713,028$772,3000.05%
358McDonald's CorpMCD2,530$770,4100.05%
359Granite Construction IncGVA9,688$768,0650.05%
360Apple IncAAPL3,290$766,5700.05%
361Accenture PLCACN2,168$766,3450.05%
362NextEra Energy IncNEE-PW8,977$758,8260.05%
363AstraZeneca PLCAZN9,703$755,9610.05%
364iShares Core MSCI EAFE ETF46432F8429,639$752,3240.05%
365Amgen IncAMGN2,323$748,4940.05%
366Linde PLCLIN1,560$743,9020.05%
367Walmart IncWMT9,187$741,8500.05%
368AbbVie INCABBV3,752$740,9450.05%
369Vanguard Tax-Exempt Bond Index ETF92290774614,490$740,7290.05%
370Intuitive Surgical IncISRG1,499$736,4140.05%
371Advanced Micro Devices IncAMD4,485$735,8990.05%
372iShares Russell 1000 ETF4642876222,336$734,4150.05%
373Honeywell International Inc4385161063,545$732,7870.05%
374Invesco QQQ Trust Series 1IVZ1,498$731,1290.05%
375Vanguard Value ETF9229087444,167$727,4330.05%
376iShares Core MSCI Emerging Markets ETF46434G10312,666$727,1550.05%
377Bank of America Corp06050510418,299$726,1040.05%
378ASML Holding NVASMLF871$725,7610.05%
379Pacer US Small Cap Cash Cows 100 ETF69374H85715,586$725,0610.05%
380Cisco Systems IncCSCO13,588$723,1530.05%
381Vanguard Growth ETF9229087361,881$722,1720.05%
382Johnson & JohnsonJNJ4,453$721,6530.05%
383iShares MSCI USA Quality Factor ETF46432F3394,000$717,2000.05%
384Honeywell International Inc4385161063,464$716,0430.05%
385Novo Nordisk A/SNONOF6,000$714,4200.05%
386Emerson Electric CoEMR6,498$710,6860.05%
387Dimensional US Marketwide Value ETF25434V72417,000$708,7300.05%
388Caterpillar IncCAT1,810$707,9270.05%
389UnitedHealth Group IncUNH1,210$707,4630.05%
390iShares Russell 1000 Growth ETF4642876141,875$703,8380.05%
391Walmart IncWMT8,698$702,3640.05%
392Vanguard Small-Cap ETF9229087512,925$693,8390.05%
393US BancorpUSB-PS15,115$691,2090.05%
394Berkshire Hathaway IncBRK-A1$691,1800.05%
395McDonald's CorpMCD2,263$689,1060.05%
396Abbott LaboratoriesABLZF6,030$687,4800.05%
397Honeywell International Inc4385161063,325$687,3110.05%
398Illinois Tool Works Inc4523081092,614$685,0510.05%
399JPMorgan Chase & CoVYLD3,245$684,2410.05%
400iShares MSCI Canada ETF46428650916,444$682,7550.05%
401American Tower Corp03027X1002,935$682,5640.05%
402Walt Disney Co/The2546871067,077$680,7370.05%
403Qualcomm IncQCOM4,000$680,2000.05%
404iShares National Muni Bond ETF4642884146,240$677,8510.05%
405Intuitive Surgical IncISRG1,375$675,4960.05%
406UnitedHealth Group IncUNH1,155$675,3050.05%
407Costco Wholesale Corp22160K105757$671,0960.04%
408Goldman Sachs Community Municipal Bond ETFNVGLF13,310$668,6580.04%
409Pfizer IncPFE23,095$668,3690.04%
410Microsoft CorpMSFT1,549$666,5350.04%
411Coca-Cola CoKO9,258$665,2800.04%
412iShares iBonds Dec 2028 Term Corporate ETF46435U51526,000$663,7800.04%
413Labcorp Holdings IncLH2,955$660,3830.04%
414Dimensional US Targeted Value ETF25434V60911,833$658,2700.04%
415Eli Lilly & CoLLY741$656,4820.04%
416Novartis AGNVSEF5,670$652,1630.04%
417Dimensional International Value ETF25434V80717,093$650,9010.04%
418iShares National Muni Bond ETF4642884145,970$648,5210.04%
419Home Depot Inc/TheHD1,590$644,2680.04%
420Landsea Homes Corporation51509P10352,038$642,6690.04%
421JPMorgan BetaBuilders Developed Asia Pacific-ex Japan ETF46641Q23311,792$637,1220.04%
422Cisco Systems IncCSCO11,953$636,1390.04%
423iShares iBonds Dec 2027 Term Corporate ETF46435UAA926,000$633,6200.04%
424Hershey Co/TheHSY3,300$632,8740.04%
425Technology Select Sector SPDR Fund81369Y8032,800$632,1280.04%
426iShares iBonds Dec 2026 Term Corporate ETF46435GAA026,000$631,8000.04%
427Berkshire Hathaway IncBRK-A1,370$630,5560.04%
428iShares National Muni Bond ETF4642884145,797$629,7280.04%
429Amgen IncAMGN1,954$629,5980.04%
430Microsoft CorpMSFT1,461$628,6680.04%
431Motorola Solutions IncMSI1,392$625,8850.04%
432Cambria Shareholder Yield ETF1320612018,620$623,8290.04%
433Pfizer IncPFE21,538$623,3100.04%
434Berkshire Hathaway IncBRK-A1,350$621,3510.04%
435iShares MSCI USA Min Vol Factor ETF46429B6976,800$620,9080.04%
436Dimensional Emerging Markets Value ETF25434V74021,719$618,1230.04%
437SAP SESAPGF2,695$617,4240.04%
438Walt Disney Co/The2546871066,387$614,3660.04%
439iShares iBonds Dec 2029 Term Corporate ETF46436E20526,000$611,2600.04%
440iShares Core MSCI Emerging Markets ETF46434G10310,599$608,4890.04%
441Abbott LaboratoriesABLZF5,328$607,4450.04%
442SHELL ADR EACH REP 2 ORDRYDAF9,189$606,0150.04%
443iShares Core MSCI Emerging Markets ETF46434G10310,544$605,3310.04%
444MasTec IncMTZ4,917$605,2830.04%
445Broadcom IncAVGO3,500$603,7500.04%
446Danaher Corp2358511022,167$602,4690.04%
447iShares Broad USD High Yield Corporate Bond ETF46435U85316,000$602,4000.04%
448Ecolab IncECL2,340$597,4720.04%
449Vanguard Small-Cap ETF9229087512,508$594,9230.04%
450Jp Morgan Etf Trust Betabuilders Europe Usd46641Q1919,535$594,4120.04%
451Invesco National AMT-Free Municipal Bond ETFIVZ24,349$588,0280.04%
452iShares ESG Aware MSCI USA Small-Cap ETF46435U66314,000$585,4800.04%
453Coca-Cola CoKO8,146$585,3720.04%
454Danaher Corp2358511022,100$583,8420.04%
455JPMorgan BetaBuilders Canada ETF46641Q2258,046$581,6450.04%
456Intuit IncINTU936$581,2560.04%
457Union Pacific CorpUNP2,343$577,5030.04%
458iShares iBonds Dec 2030 Term Corporate ETF46436E72626,000$576,4200.04%
459S&P Global IncSPGI1,111$573,9650.04%
460Agilent Technologies IncA3,865$573,8750.04%
461PepsiCo IncPEP3,370$573,0680.04%
462GE HealthCare Technologies IncGEHC6,093$571,8280.04%
463Salesforce IncCRM2,087$571,2330.04%
464Schwab International Equity ETF80852480513,872$570,4170.04%
465Microsoft CorpMSFT1,323$569,2870.04%
466SPDR S&P 500 ETF TrustSPY990$568,0220.04%
467Thermo Fisher Scientific IncTMO914$565,3730.04%
468Vanguard FTSE Developed Markets ETF92194385810,696$564,8560.04%
469Alaska Air Group IncALK12,491$564,7180.04%
470Lowe's Companies Inc5486611072,071$560,9300.04%
471Marvell Technology IncMRVL7,770$560,3720.04%
472Microsoft CorpMSFT1,300$559,3900.04%
473Costco Wholesale Corp22160K105630$558,5080.04%
474Dycom Industries Inc2674751012,832$558,1870.04%
475AbbVie INCABBV2,825$557,8810.04%
476Eaton Corp PLCETN1,680$556,8190.04%
477Prologis IncPLDGP4,399$555,5060.04%
478AstraZeneca PLCAZN7,125$555,1090.04%
479Merck & Co IncMRK4,882$554,4000.04%
480RTX CorpRTX4,575$554,3070.04%
481iShares Russell 2000 ETF4642876552,500$552,2250.04%
482iShares iBonds Dec 2025 Term Corporate ETF46434VBD122,000$552,2000.04%
483Eaton Corp PLCETN1,665$551,8480.04%
484Progressive Corp7433151032,174$551,6740.04%
485iShares MSCI Emerging Markets ex China ETF46434G7649,000$549,9900.04%
486Schwab International Small-Cap Equity ETF80852488814,255$549,2450.04%
487iShares Fallen Angels USD Bond ETF46435G47420,000$546,8000.04%
488International Business Machines CorpINTR2,473$546,7310.04%
489Apple IncAAPL2,342$545,6860.04%
490GE Aerospace Com3696043012,892$545,3730.04%
491iShares Russell 2000 ETF4642876552,466$544,7150.04%
492Analog Devices IncADI2,362$543,6620.04%
493Apple IncAAPL2,330$542,8900.04%
494UnitedHealth Group IncUNH920$537,9060.04%
495Unilever PLCUNLYF8,226$534,3610.04%
496iShares Core S&P Small-Cap ETF4642878044,550$532,1680.04%
497Toyota Motor CorpTOYOF2,980$532,1390.04%
498McKesson CorpMCK1,076$531,9960.04%
499Graco IncGGG6,077$531,7980.04%
500HSBC Holdings PLCHBCYF11,761$531,4800.04%