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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)

Pensionmark Financial Group, LLC

Quarter ended Q3 2024 · Filed November 25, 2024 · Accession 0001062993-24-019612

Total Value
$3.19B
Positions
1,189
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL513,775$119.7M4.02%
2VANGUARD INDEX FDS922908363194,776$102.8M3.45%
3WISDOMTREE TRWT726,113$60.4M2.03%
4CHURCH & DWIGHT CO INCCHD556,754$58.3M1.96%
5FRANKLIN TEMPLETON ETF TRFGDL781,002$45.4M1.53%
6MICROSOFT CORPMSFT97,517$42.0M1.41%
7ISHARES TR46434V100804,475$40.6M1.36%
8JPMORGAN CHASE & CO.VYLD190,752$40.2M1.35%
9AMAZON COM INCAMZN214,305$39.9M1.34%
10ISHARES TR464287879361,713$39.1M1.31%
11META PLATFORMS INCMETA64,960$37.2M1.25%
12ISHARES TR464287226302,245$30.6M1.03%
13VANGUARD INDEX FDS922908611152,393$30.6M1.03%
14ALPHABET INCGOOG181,209$30.1M1.01%
15ISHARES TR464288414246,387$26.8M0.90%
16VISA INCV91,877$25.3M0.85%
17ALPHABET INCGOOG149,907$25.1M0.84%
18AMERICAN CENTY ETF TR025072885256,985$24.5M0.82%
19UNITEDHEALTH GROUP INCUNH41,575$24.3M0.82%
20MICROSOFT CORPMSFT56,166$24.2M0.81%
21ISHARES TR464288802195,307$23.5M0.79%
22ISHARES TR46435G268346,924$23.5M0.79%
23ISHARES TR464287309239,981$23.0M0.77%
24BROADCOM INCAVGO131,500$22.7M0.76%
25ISHARES TR46432F834306,843$22.4M0.75%
26ISHARES TR464287705176,952$22.0M0.74%
27INVESCO QQQ TRIVZ43,898$21.4M0.72%
28ISHARES TR464287408106,776$21.1M0.71%
29VANGUARD INDEX FDS92290862978,485$20.7M0.70%
30SPDR S&P 500 ETF TRSPY35,946$20.6M0.69%
31VANGUARD INDEX FDS922908512107,923$18.1M0.61%
32NVIDIA CORPORATIONNVDA148,326$18.0M0.61%
33ISHARES TR46429B697191,915$17.5M0.59%
34SCHWAB STRATEGIC TR808524409217,084$17.4M0.59%
35WALMART INCWMT210,395$17.0M0.57%
36SCHWAB STRATEGIC TR808524862345,600$16.9M0.57%
37BERKSHIRE HATHAWAY INC DELBRK-A36,707$16.9M0.57%
38EATON CORP PLCETN50,303$16.7M0.56%
39ISHARES TR46428720028,612$16.5M0.55%
40HOME DEPOT INCHD40,263$16.3M0.55%
41SCHWAB STRATEGIC TR808524805387,014$15.9M0.53%
42MOTOROLA SOLUTIONS INCMSI35,092$15.8M0.53%
43VANGUARD TAX-MANAGED FDS921943858287,561$15.2M0.51%
44ISHARES TR464287804127,549$14.9M0.50%
45MERCK & CO INCMRK131,233$14.9M0.50%
46SALESFORCE INCCRM54,446$14.9M0.50%
47IQVIA HLDGS INCIQV61,749$14.6M0.49%
48SPDR SER TR78464A854216,607$14.6M0.49%
49EXXON MOBIL CORPXOM124,285$14.6M0.49%
50VANGUARD BD INDEX FDS921937827184,267$14.5M0.49%
51TRANE TECHNOLOGIES PLCTT34,581$13.4M0.45%
52VANGUARD INDEX FDS92290836325,245$13.3M0.45%
53HARTFORD FDS EXCHANGE TRADED41653L503336,596$13.3M0.45%
54BOOKING HOLDINGS INCBKNG3,076$13.0M0.44%
55ISHARES TR46434V613263,508$12.4M0.42%
56ORACLE CORPORCL-PD71,159$12.1M0.41%
57ELI LILLY & COLLY13,590$12.0M0.40%
58WISDOMTREE TRWT333,173$11.9M0.40%
59AIR PRODS & CHEMS INCAIIR38,423$11.4M0.38%
60MEDTRONIC PLCMDT126,314$11.4M0.38%
61MARATHON PETE CORPMARA69,759$11.4M0.38%
62LATTICE STRATEGIES TR518416102366,271$11.2M0.38%
63INVESCO EXCHANGE TRADED FD TIVZ269,843$11.0M0.37%
64VANGUARD SCOTTSDALE FDS92206C706181,371$11.0M0.37%
65BLACKSTONE INCBX69,523$10.6M0.36%
66COSTCO WHSL CORP NEW22160K10512,008$10.6M0.36%
67COMCAST CORP NEWCCZ254,545$10.6M0.36%
68ISHARES TR46435U861212,387$10.3M0.35%
69AMERICAN CENTY ETF TR025072703152,502$10.2M0.34%
70FIDELITY COVINGTON TRUST316092840201,266$10.2M0.34%
71VANGUARD INDEX FDS92290876935,925$10.2M0.34%
72PEPSICO INCPEP59,692$10.2M0.34%
73ISHARES TR464288588105,772$10.1M0.34%
74ADVANCED MICRO DEVICES INCAMD61,505$10.1M0.34%
75ANALOG DEVICES INCADI42,180$9.7M0.33%
76ABBVIE INCABBV48,390$9.6M0.32%
77FISERV INCFISV52,311$9.4M0.32%
78TAIWAN SEMICONDUCTOR MFG LTD87403910053,551$9.3M0.31%
79CHUBB LIMITEDCB32,183$9.3M0.31%
80PACER FDS TR69374H881160,023$9.3M0.31%
81ISHARES TR46435U549190,296$9.2M0.31%
82ADOBE INCADBE17,704$9.2M0.31%
83MASTERCARD INCORPORATEDMA18,516$9.1M0.31%
84SCHWAB CHARLES CORPSCHW-PJ140,769$9.1M0.31%
85ISHARES TR464288638168,980$9.1M0.31%
86THERMO FISHER SCIENTIFIC INCTMO14,625$9.0M0.30%
87ISHARES TR46434V282153,014$9.0M0.30%
88SPDR S&P MIDCAP 400 ETF TRMDY15,694$8.9M0.30%
89ELEVANCE HEALTH INCELV17,028$8.9M0.30%
90ISHARES TR46432F842111,809$8.7M0.29%
91S&P GLOBAL INCSPGI16,880$8.7M0.29%
92VERIZON COMMUNICATIONS INCVZ189,527$8.5M0.29%
93INTERCONTINENTAL EXCHANGE IN45866F10452,946$8.5M0.29%
94JOHNSON & JOHNSONJNJ52,014$8.4M0.28%
95J P MORGAN EXCHANGE TRADED F46641Q332140,665$8.4M0.28%
96POTLATCHDELTIC CORPORATION737630103183,728$8.3M0.28%
97INVESCO EXCHANGE TRADED FD TIVZ173,221$8.2M0.28%
98INVESCO ACTIVELY MANAGED EXCIVZ164,622$8.0M0.27%
99FIDELITY MERRIMACK STR TR316188309167,841$7.8M0.26%
100CME GROUP INCCME34,514$7.6M0.26%
101VANGUARD INDEX FDS92290875131,142$7.4M0.25%
102VANGUARD SCOTTSDALE FDS92206C40992,706$7.4M0.25%
103TJX COS INC NEW87254010962,511$7.3M0.25%
104CISCO SYS INCCSCO137,503$7.3M0.25%
105PACER FDS TR69374H360247,500$7.1M0.24%
106ALPS ETF TR00162Q346265,971$7.0M0.24%
107ISHARES TR46428780459,445$7.0M0.23%
108CARMAX INCKMX89,707$6.9M0.23%
109NXP SEMICONDUCTORS N VNXPI28,909$6.9M0.23%
110NEXTERA ENERGY INCNEE-PW79,783$6.7M0.23%
111FIRST TR VALUE LINE DIVID IN33734H106147,346$6.7M0.23%
112ZOETIS INCZTS34,236$6.7M0.22%
113VANGUARD INDEX FDS92290863725,359$6.7M0.22%
114STARBUCKS CORPSBUX68,463$6.7M0.22%
115VANECK ETF TRUST92189F64368,548$6.6M0.22%
116INNOVATOR ETFS TRUSTINHD163,672$6.6M0.22%
117INVESCO EXCH TRADED FD TR IIIVZ32,298$6.5M0.22%
118ABRDN SILVER ETF TRUSTSIVR218,011$6.5M0.22%
119ISHARES TR46428745777,743$6.5M0.22%
120SCHWAB STRATEGIC TR80852430061,336$6.4M0.21%
121ALLSTATE CORPALL-PJ33,530$6.4M0.21%
122FIRST TR EXCHANGE-TRADED FD33738R506103,969$6.2M0.21%
123SPDR S&P 500 ETF TRSPY10,700$6.1M0.21%
124FRANKLIN TEMPLETON ETF TRFGDL199,840$6.1M0.20%
125PROSHARES TR74348A46756,065$6.0M0.20%
126FIDELITY NATL INFORMATION SV31620M10670,971$5.9M0.20%
127VANGUARD SCOTTSDALE FDS92206C84796,110$5.9M0.20%
128CHEVRON CORP NEWCVX40,054$5.9M0.20%
129SCHWAB STRATEGIC TR80852479769,681$5.9M0.20%
130DBX ETF TR233051200140,134$5.9M0.20%
131ISHARES TR46436E551139,072$5.9M0.20%
132SERVICENOW INCNOW6,549$5.9M0.20%
133DEVON ENERGY CORP NEW25179M103149,437$5.8M0.20%
134LOWES COS INC54866110721,353$5.8M0.19%
135ISHARES TR46428943825,806$5.7M0.19%
136DARDEN RESTAURANTS INCDRI34,151$5.6M0.19%
137HARBOR ETF TRUST41151J885191,996$5.6M0.19%
138TESLA INCTSLA21,219$5.6M0.19%
139CHECK POINT SOFTWARE TECH LTM2246510428,763$5.5M0.19%
140DIAGEO PLCDGEAF39,264$5.5M0.19%
141PHILIP MORRIS INTL INC71817210945,187$5.5M0.18%
142WISDOMTREE TRWT87,703$5.5M0.18%
143SSGA ACTIVE ETF TR78467V848129,771$5.4M0.18%
144QUALCOMM INCQCOM31,581$5.4M0.18%
145JOHNSON CTLS INTL PLCG5150210569,080$5.4M0.18%
146L3HARRIS TECHNOLOGIES INCLHX22,417$5.3M0.18%
147VANGUARD WORLD FD92204A7029,088$5.3M0.18%
148MONDELEZ INTL INC60920710571,932$5.3M0.18%
149PAYPAL HLDGS INCPYPL67,871$5.3M0.18%
150BEST BUY INCBBY50,667$5.2M0.18%
151ISHARES TR46428750783,495$5.2M0.17%
152STERIS PLCSTE21,321$5.2M0.17%
153INVESTMENT MANAGERS SER TR I46144X107133,167$5.1M0.17%
154INVESCO EXCHANGE TRADED FD TIVZ49,962$5.1M0.17%
155FIRST TR EXCHANGE-TRADED FD33733E10456,413$5.1M0.17%
156ABBOTT LABSABLZF44,734$5.1M0.17%
157T ROWE PRICE ETF INC87283Q867153,160$5.1M0.17%
158VANGUARD INDEX FDS92290862919,209$5.1M0.17%
159FIRST TR EXCHANGE-TRADED FD33733E30223,611$5.0M0.17%
160JOHNSON & JOHNSONJNJ30,722$5.0M0.17%
161ISHARES TR46432F33927,737$5.0M0.17%
162RTX CORPORATIONRTX40,809$4.9M0.17%
163VANGUARD TAX-MANAGED FDS92194385890,369$4.8M0.16%
164EDWARDS LIFESCIENCES CORPEW72,277$4.8M0.16%
165DISNEY WALT CO25468710648,656$4.7M0.16%
166GERON CORPGERN1,029,453$4.7M0.16%
167BANK AMERICA CORP060505104116,951$4.6M0.16%
168CONOCOPHILLIPSCOP43,928$4.6M0.16%
169INVESCO EXCHANGE TRADED FD TIVZ43,488$4.6M0.15%
170SPDR SER TR78468R408176,079$4.5M0.15%
171VANECK ETF TRUST92189F67618,327$4.5M0.15%
172ISHARES TR46428815842,347$4.5M0.15%
173CHIPOTLE MEXICAN GRILL INCCMG78,019$4.5M0.15%
174VANGUARD INDEX FDS92290865224,669$4.5M0.15%
175EA SERIES TRUST02072L581132,936$4.5M0.15%
176UNION PAC CORPUNP18,107$4.5M0.15%
177UNION PAC CORPUNP17,474$4.3M0.14%
178JANUS DETROIT STR TR47103U84584,098$4.3M0.14%
179METTLER TOLEDO INTERNATIONALMTD2,843$4.3M0.14%
180TIDAL TR II88636J105233,623$4.2M0.14%
181INVESCO EXCH TRADED FD TR IIIVZ42,608$4.2M0.14%
182PUBLIC SVC ENTERPRISE GRP IN74457310645,967$4.1M0.14%
183ISHARES U S ETF TR46431W50779,648$4.1M0.14%
184CENCORA INCCOR18,090$4.1M0.14%
185ISHARES INC46428653364,235$4.0M0.14%
186VANGUARD INDEX FDS92290876914,172$4.0M0.13%
187ACCENTURE PLC IRELANDACN11,320$4.0M0.13%
188SCHWAB STRATEGIC TR80852430038,273$4.0M0.13%
189HOME DEPOT INCHD9,836$4.0M0.13%
190FIRST TR NASDAQ 100 TECH IND33734510220,714$4.0M0.13%
191DIAMONDBACK ENERGY INCFANG22,823$3.9M0.13%
192FIRST TR EXCHNG TRADED FD VI33740F80586,965$3.9M0.13%
193WELLS FARGO CO NEW94974610169,487$3.9M0.13%
194AUTODESK INCADSK14,241$3.9M0.13%
195ILLINOIS TOOL WKS INC45230810914,907$3.9M0.13%
196SELECT SECTOR SPDR TR81369Y70428,842$3.9M0.13%
197COLUMBIA ETF TR I19761L706114,835$3.9M0.13%
198ROPER TECHNOLOGIES INCROP6,996$3.9M0.13%
199NOVARTIS AGNVSEF33,671$3.9M0.13%
200AT&T INCT-PC174,118$3.8M0.13%
201INNOVATOR ETFS TRUSTINHD153,058$3.8M0.13%
202SPDR GOLD TRGLD15,479$3.8M0.13%
203GENERAL DYNAMICS CORPGD12,287$3.7M0.12%
204CAPITAL GRP FIXED INCM ETF T14020Y201134,741$3.7M0.12%
205SPDR SER TR78464A76325,703$3.7M0.12%
206EA SERIES TRUST02072L56531,919$3.6M0.12%
207INVESCO EXCHANGE TRADED FD TIVZ20,276$3.6M0.12%
208ISHARES TR46428827353,507$3.6M0.12%
209AMGEN INCAMGN11,083$3.6M0.12%
210VANGUARD WHITEHALL FDS92194681040,245$3.6M0.12%
211PACER FDS TR69374H85776,065$3.5M0.12%
212ISHARES TR46429B66330,049$3.5M0.12%
213VANGUARD WORLD FD92204A10810,340$3.5M0.12%
214PROCTER AND GAMBLE CO74271810920,280$3.5M0.12%
215PROSHARES TR74347B68042,860$3.5M0.12%
216INNOVATOR ETFS TRUSTINHD112,075$3.5M0.12%
217VANGUARD WORLD FD92204A60313,091$3.4M0.11%
218WALMART INCWMT41,887$3.4M0.11%
219BECTON DICKINSON & COBDX13,943$3.4M0.11%
220NIKE INCNKE37,080$3.3M0.11%
221TIDAL TR II88636J816133,416$3.3M0.11%
222INNOVATOR ETFS TRUSTINHD88,068$3.2M0.11%
223SPDR SER TR78464A86213,140$3.2M0.11%
224SCHWAB STRATEGIC TR80852420146,280$3.1M0.11%
225PROCTER AND GAMBLE CO74271810918,054$3.1M0.11%
226CAPITAL GROUP DIVIDEND VALUE14020W10685,516$3.1M0.10%
227RAYMOND JAMES FINL INC75473010925,383$3.1M0.10%
228ISHARES TR46428861228,908$3.1M0.10%
229MICROCHIP TECHNOLOGY INC.MCHPP38,425$3.1M0.10%
230ISHARES TR46428730931,992$3.1M0.10%
231FIRST TR EXCHANGE TRADED FD33734X10148,339$3.1M0.10%
232ISHARES TR46436E528130,545$3.1M0.10%
233INVESCO EXCH TRD SLF IDX FDIVZ60,239$3.0M0.10%
234PACER FDS TR69374H81660,963$3.0M0.10%
235UNILEVER PLCUNLYF46,161$3.0M0.10%
236INDEPENDENT BK CORP MASS45383610850,500$3.0M0.10%
237MARSH & MCLENNAN COS INC57174810213,317$3.0M0.10%
238FEDEX CORPFDX10,836$3.0M0.10%
239SPDR DOW JONES INDL AVERAGE78467X1097,006$3.0M0.10%
240VANGUARD INDEX FDS92290874416,941$3.0M0.10%
241VANGUARD CHARLOTTE FDS92203J40758,576$2.9M0.10%
242INNOVATOR ETFS TRUSTINHD118,814$2.9M0.10%
243PIMCO ETF TR72201R83328,944$2.9M0.10%
244EBAY INC.EBAY44,231$2.9M0.10%
245MARVELL TECHNOLOGY INCMRVL39,806$2.9M0.10%
246DANAHER CORPORATION23585110210,303$2.9M0.10%
247PALO ALTO NETWORKS INCPANW8,327$2.8M0.10%
248EA SERIES TRUST02072L68075,941$2.8M0.09%
249SANOFISNYNF48,430$2.8M0.09%
250SELECT SECTOR SPDR TR81369Y88634,547$2.8M0.09%
251BERKSHIRE HATHAWAY INC DELBRK-A4$2.8M0.09%
252DIMENSIONAL ETF TRUST25434V10469,600$2.8M0.09%
253VANGUARD INDEX FDS9229087367,127$2.7M0.09%
254SELECT SECTOR SPDR TR81369Y80312,011$2.7M0.09%
255COCA COLA COKO37,627$2.7M0.09%
256ISHARES TR4642872004,684$2.7M0.09%
257VANGUARD INTL EQUITY INDEX F92204285856,362$2.7M0.09%
258SSGA ACTIVE ETF TR78467V60864,487$2.7M0.09%
259FIRST TR EXCHANGE-TRADED FD33738R11833,436$2.7M0.09%
260ISHARES TR46428851333,408$2.7M0.09%
261INVESCO EXCH TRADED FD TR IIIVZ214,102$2.6M0.09%
262KKR & CO INCKKRT20,196$2.6M0.09%
263BANK NEW YORK MELLON CORP06405810036,425$2.6M0.09%
264VANGUARD INDEX FDS92290875111,031$2.6M0.09%
265ALPS ETF TR00162Q45255,266$2.6M0.09%
266VANECK ETF TRUST92189F43787,340$2.6M0.09%
267NORFOLK SOUTHN CORP65584410810,172$2.5M0.08%
268VANGUARD INTL EQUITY INDEX F92204285852,465$2.5M0.08%
269INNOVATOR ETFS TRUSTINHD99,196$2.5M0.08%
270DOUBLELINE YIELD OPPORTUNITIDLY149,130$2.5M0.08%
271PFIZER INCPFE84,770$2.5M0.08%
272LOCKHEED MARTIN CORPLMT4,171$2.4M0.08%
273L3HARRIS TECHNOLOGIES INCLHX10,163$2.4M0.08%
274ISHARES TR46428844879,578$2.4M0.08%
275SELECT SECTOR SPDR TR81369Y20915,417$2.4M0.08%
276WATERS CORP9418481036,518$2.3M0.08%
277ECOLAB INCECL9,152$2.3M0.08%
278ISHARES INC46434G76438,089$2.3M0.08%
279ISHARES TR46434V62137,058$2.3M0.08%
280US BANCORP DELUSB-PS50,773$2.3M0.08%
281DEXCOM INCDXCM34,531$2.3M0.08%
282QUALCOMM INCQCOM13,585$2.3M0.08%
283BLACKROCK INCBLK2,405$2.3M0.08%
284SPDR SER TR78468R62223,325$2.3M0.08%
285ISHARES TR46428863842,316$2.3M0.08%
286ISHARES TR46435G47482,422$2.3M0.08%
287INNOVATOR ETFS TRUSTINHD71,277$2.3M0.08%
288MCKESSON CORPMCK4,509$2.2M0.07%
289CAPITAL GROUP GROWTH ETF14020G10163,562$2.2M0.07%
290WISDOMTREE TRWT41,698$2.2M0.07%
291TRUST FOR PROFESSIONAL MANAG89834G72961,724$2.2M0.07%
292VANGUARD WHITEHALL FDS92194640616,957$2.2M0.07%
293VANGUARD INDEX FDS92290855322,313$2.2M0.07%
294VEEVA SYS INCVEEV10,155$2.1M0.07%
295INNOVATOR ETFS TRUSTINHD70,325$2.1M0.07%
296BRISTOL-MYERS SQUIBB COCELG-RI40,962$2.1M0.07%
297STRYKER CORPORATIONSYK5,852$2.1M0.07%
298ETFS GOLD TR00326A10483,792$2.1M0.07%
299GOLDMAN SACHS GROUP INCGSCE4,185$2.1M0.07%
300AUTOMATIC DATA PROCESSING INADP7,466$2.1M0.07%
301SPDR S&P 500 ETF TRSPY3,600$2.1M0.07%
302BLACKROCK ETF TRUSTBLK41,725$2.1M0.07%
303VANGUARD SCOTTSDALE FDS92206C71424,488$2.0M0.07%
304ISHARES TR46434V78788,930$2.0M0.07%
305VANGUARD SCOTTSDALE FDS92206C10234,368$2.0M0.07%
306WEC ENERGY GROUP INCWEC21,075$2.0M0.07%
307PROSPERITY BANCSHARES INCPB27,833$2.0M0.07%
308APPLIED MATLS INC0382221059,845$2.0M0.07%
309SPDR SER TR78464A12810,672$2.0M0.07%
310CARVANA COCVNA11,296$2.0M0.07%
311WASTE MGMT INC DEL94106L1099,413$2.0M0.07%
312ISHARES TR46434V44948,151$1.9M0.07%
313ISHARES TR46435U85351,528$1.9M0.07%
314NETFLIX INCNFLX2,735$1.9M0.07%
315GE AEROSPACE36960430110,208$1.9M0.06%
316NUCOR CORPNUE12,757$1.9M0.06%
317TRUST FOR PROFESSIONAL MANAG89834G75262,669$1.9M0.06%
318CADENCE DESIGN SYSTEM INCCDNS7,014$1.9M0.06%
319ISHARES TR46428744019,352$1.9M0.06%
320PEPSICO INCPEP10,914$1.9M0.06%
321INNOVATOR ETFS TRUSTINHD71,646$1.8M0.06%
322VANGUARD WORLD FD9219108165,508$1.8M0.06%
323BIO-TECHNE CORPTECH21,957$1.8M0.06%
324OMNICOM GROUP INCOMC16,922$1.7M0.06%
325SPDR SER TR78464A14458,261$1.7M0.06%
326ISHARES TR46436E71817,304$1.7M0.06%
327SERVICE CORP INTL81756510421,600$1.7M0.06%
328ISHARES TR46428760617,929$1.6M0.06%
329HONEYWELL INTL INC4385161067,972$1.6M0.06%
330ADAMS DIVERSIFIED EQUITY FD00621210476,141$1.6M0.06%
331CINTAS CORPCTAS7,967$1.6M0.06%
332KEYSIGHT TECHNOLOGIES INCKEYS10,252$1.6M0.05%
333SPDR SER TR78464A82118,482$1.6M0.05%
334SPDR SER TR78464A69828,623$1.6M0.05%
335GILEAD SCIENCES INCGILD19,246$1.6M0.05%
336FIRST TR EXCHANGE-TRADED FD33738R60527,615$1.6M0.05%
3373M COMMM11,768$1.6M0.05%
338ISHARES TR46428820820,971$1.6M0.05%
339ISHARES SILVER TRSLV42,324$1.6M0.05%
340SELECT SECTOR SPDR TR81369Y60534,673$1.6M0.05%
341ISHARES TR46432F3967,739$1.6M0.05%
342SPDR SER TR78464A66453,889$1.6M0.05%
343SPDR SER TR78464A6319,838$1.5M0.05%
344UNITED PARCEL SERVICE INCUPS11,338$1.5M0.05%
345SPDR SER TR78464A40918,580$1.5M0.05%
346ISHARES TR46428715012,213$1.5M0.05%
347FIRST TR EXCHNG TRADED FD VI33740F61541,000$1.5M0.05%
348WISDOMTREE TRWT16,308$1.5M0.05%
349INVESCO EXCH TRADED FD TR IIIVZ70,577$1.5M0.05%
350LAUDER ESTEE COS INC51843910415,215$1.5M0.05%
351SCHWAB STRATEGIC TR80852483931,844$1.5M0.05%
352INTERNATIONAL BUSINESS MACHSINTR6,838$1.5M0.05%
353ISHARES TR46428864628,112$1.5M0.05%
354SPDR INDEX SHS FDS78463X88939,340$1.5M0.05%
355ISHARES TR46428887725,578$1.5M0.05%
356VANGUARD INDEX FDS9229085386,019$1.5M0.05%
357VANGUARD BD INDEX FDS92193783519,476$1.5M0.05%
358VANGUARD INTL EQUITY INDEX F92204287420,489$1.5M0.05%
359ISHARES TR4642876308,720$1.5M0.05%
360ISHARES TR46428744014,755$1.4M0.05%
361ISHARES TR4642877219,536$1.4M0.05%
362ISHARES TR46428716810,607$1.4M0.05%
363SCHWAB CHARLES FAMILY FDSCHW-PJ1,430,822$1.4M0.05%
364ISHARES TR46428722614,107$1.4M0.05%
365SPDR SER TR78464A20115,279$1.4M0.05%
366EMERSON ELEC COEMR12,959$1.4M0.05%
367ISHARES TR46428888513,117$1.4M0.05%
368ISHARES TR46428788710,105$1.4M0.05%
369CATERPILLAR INCCAT3,595$1.4M0.05%
370INVESCO ACTIVELY MANAGED EXCIVZ61,505$1.4M0.05%
371BLACKROCK ETF TRUSTBLK22,209$1.4M0.05%
372BONDBLOXX ETF TRUST09789C86127,788$1.4M0.05%
373CAPITAL GROUP CORE BALANCED14021D10744,462$1.4M0.05%
374ZEBRA TECHNOLOGIES CORPORATIZBRA3,680$1.4M0.05%
375PIMCO ACCESS INCOME FUNDPAXS81,700$1.4M0.05%
376ISHARES TR46428743213,795$1.4M0.05%
377ISHARES TR46428745716,160$1.3M0.05%
378LOCKHEED MARTIN CORPLMT2,297$1.3M0.05%
379ISHARES TR46434V40730,567$1.3M0.04%
380VANGUARD BD INDEX FDS92193783517,626$1.3M0.04%
381CUBESMARTCUBE24,554$1.3M0.04%
382CAPITAL ONE FINL CORP14040H1058,795$1.3M0.04%
383ISHARES TR46435G21928,184$1.3M0.04%
384UNITED RENTALS INCURI1,615$1.3M0.04%
385MCDONALDS CORPMCD4,283$1.3M0.04%
386CVS HEALTH CORPCVS20,712$1.3M0.04%
387INNOVATOR ETFS TRUSTINHD30,335$1.3M0.04%
388AMERICAN EXPRESS COAXP4,765$1.3M0.04%
389INTERNATIONAL BUSINESS MACHSINTR5,755$1.3M0.04%
390ENERGY TRANSFER L PET-PI78,806$1.3M0.04%
391FIRST TR EXCH TRADED FD III33739P10319,846$1.3M0.04%
392BLACKROCK ETF TRUST IIBLK23,373$1.3M0.04%
393LATTICE STRATEGIES TR51841620148,950$1.3M0.04%
394INVESCO EXCH TRADED FD TR IIIVZ27,139$1.2M0.04%
395VANGUARD INDEX FDS9229086116,174$1.2M0.04%
396FIRST TR EXCHANGE TRADED FD33734X14311,077$1.2M0.04%
397GUARANTY BANCSHARES INC TEX40076410635,922$1.2M0.04%
398PFIZER INCPFE42,495$1.2M0.04%
399VANGUARD ADMIRAL FDS INC9219327036,439$1.2M0.04%
400COCA COLA COKO17,033$1.2M0.04%
401ASSURANT INCAIZN6,107$1.2M0.04%
402NOVO-NORDISK A SNONOF10,137$1.2M0.04%
403HANCOCK JOHN FINL OPPTYS FD40973520635,943$1.2M0.04%
404INVESCO EXCH TRADED FD TR IIIVZ11,229$1.2M0.04%
405ISHARES TR46428828112,605$1.2M0.04%
406SPDR SER TR78464A64944,960$1.2M0.04%
407ISHARES INC46434G10320,468$1.2M0.04%
408PROSHARES TR74347X83115,987$1.2M0.04%
409PULTE GROUP INC7458671018,030$1.2M0.04%
410ISHARES TR4642887607,694$1.2M0.04%
411VANGUARD BD INDEX FDS92193781914,646$1.1M0.04%
412CITIGROUP INCC-PR18,196$1.1M0.04%
413COMFORT SYS USA INC1999081042,912$1.1M0.04%
414REALTY INCOME CORPO17,881$1.1M0.04%
415VANGUARD SPECIALIZED FUNDS9219088445,722$1.1M0.04%
416ISHARES TR46428867910,157$1.1M0.04%
417BIOGEN INCBIIB5,766$1.1M0.04%
418ISHARES TR4642876555,031$1.1M0.04%
419GRAINGER W W INC3848021041,063$1.1M0.04%
420CHEVRON CORP NEWCVX7,489$1.1M0.04%
421TJX COS INC NEW8725401099,326$1.1M0.04%
422SPDR SER TR78464A35914,289$1.1M0.04%
423BOOZ ALLEN HAMILTON HLDG CORBAH6,719$1.1M0.04%
424VANGUARD SCOTTSDALE FDS92206C5994,305$1.1M0.04%
425ISHARES TR4642874085,527$1.1M0.04%
426ALIBABA GROUP HLDG LTDBBAAY10,252$1.1M0.04%
427PROSHARES TR74347G60614,070$1.1M0.04%
428DARDEN RESTAURANTS INCDRI6,590$1.1M0.04%
429INNOVATOR ETFS TRUSTINHD29,849$1.1M0.04%
430FIRST TR EXCHANGE-TRADED FD33741X10229,203$1.1M0.04%
431ISHARES TR4642886618,791$1.1M0.04%
432ISHARES TR4642876893,166$1.0M0.03%
433MORGAN STANLEYMS-PQ9,871$1.0M0.03%
434TRUST FOR PROFESSIONAL MANAG89834G73733,421$1.0M0.03%
435TARGET CORPTGT6,585$1.0M0.03%
436DUKE ENERGY CORP NEWDUKB8,897$1.0M0.03%
437J P MORGAN EXCHANGE TRADED F46641Q76118,119$1.0M0.03%
438SHOPIFY INCSHOP12,751$1.0M0.03%
439INVESCO ACTIVELY MANAGED EXCIVZ20,333$1.0M0.03%
440ISHARES TR46435G4258,065$1.0M0.03%
441ISHARES TR4642876142,748$1.0M0.03%
442INVESCO ADVANTAGE MUN INCOMEIVZ108,462$1.0M0.03%
443ISHARES TR46428757210,067$998,1970.03%
444VANGUARD INDEX FDS92290855310,237$997,3340.03%
445PROLOGIS INC.PLDGP7,831$988,8990.03%
446SPDR SER TR78468R85321,721$988,5410.03%
447NETAPP INCNTAP7,998$987,8330.03%
448ISHARES TR46434V73816,019$976,0470.03%
449MERCADOLIBRE INCMELI475$974,6810.03%
450ISHARES GOLD TRIAU17,060$972,2810.03%
451OMNICOM GROUP INCOMC9,389$970,7290.03%
452THE TRADE DESK INC88339J1058,849$970,2930.03%
453ALTRIA GROUP INCMO18,777$958,3560.03%
454WISDOMTREE TRWT19,015$954,9350.03%
455INNOVATOR ETFS TRUSTINHD38,507$953,8120.03%
456ECOLAB INCECL3,734$953,4020.03%
457ISHARES TR4642885708,715$948,0610.03%
458AMERICAN HEALTHCARE REIT INCAHR36,238$945,8120.03%
459PACER FDS TR69374H70925,864$943,7760.03%
460AMERICAN TOWER CORP NEW03027X1004,045$940,6520.03%
461DISNEY WALT CO2546871069,711$934,1130.03%
462VANGUARD WORLD FD9219108734,501$930,0170.03%
463SCHWAB STRATEGIC TR80852460718,043$929,2130.03%
464ISHARES TR46436E76718,911$928,1270.03%
465ISHARES TR4642875984,859$922,2800.03%
466ISHARES INC46434G82212,865$920,3620.03%
467VANGUARD WHITEHALL FDS92194679412,509$918,3790.03%
468SCHWAB STRATEGIC TR80852470631,345$914,6600.03%
469SPDR SER TR78464A29225,606$913,1100.03%
470PACER FDS TR69374H87328,848$912,4530.03%
471VANGUARD SCOTTSDALE FDS92206C87010,887$911,7760.03%
472ISHARES TR46428723419,870$911,2380.03%
473BROADRIDGE FINL SOLUTIONS IN11133T1034,229$909,3620.03%
474SSGA ACTIVE TR78470P84631,394$901,1650.03%
475ISHARES TR46428746510,746$898,6880.03%
476ISHARES TR46435G19337,390$889,5080.03%
477UBER TECHNOLOGIES INCUBER11,773$884,8590.03%
478ENTERPRISE PRODS PARTNERS L29379210730,147$877,5740.03%
479VANGUARD SPECIALIZED FUNDS9219088444,428$876,9970.03%
480AVERY DENNISON CORPAVY3,953$872,6640.03%
481MARSH & MCLENNAN COS INC5717481023,906$871,3900.03%
482ISHARES TR4642874999,851$868,2440.03%
483ENBRIDGE INCENNPF21,373$868,1800.03%
484WISDOMTREE TRWT25,066$864,5170.03%
485UNITED PARCEL SERVICE INCUPS6,337$864,0010.03%
486SS&C TECHNOLOGIES HLDGS INCSSNC11,578$859,2030.03%
487HARBOR ETF TRUST41151J50537,845$855,4860.03%
488APOLLO GLOBAL MGMT INC03769M1066,823$852,2040.03%
489J P MORGAN EXCHANGE TRADED F46654Q78112,994$851,5020.03%
490INVESCO EXCHANGE TRADED FD TIVZ12,831$849,2840.03%
491INNOVATOR ETFS TRUSTINHD31,725$846,4230.03%
492INVESCO EXCHANGE TRADED FD TIVZ12,511$841,6090.03%
493INVESCO DB COMMDY INDX TRCKIVZ37,206$828,5710.03%
494STRYKER CORPORATIONSYK2,290$827,2850.03%
495ISHARES TR4642876068,990$826,4510.03%
496KINDER MORGAN INC DELEP-PC37,391$825,9670.03%
497ISHARES GOLD TRIAU16,605$825,2680.03%
498DIMENSIONAL ETF TRUST25434V70824,017$823,5390.03%
499BOEING COBA-PA5,381$818,1940.03%
500ISHARES TR4642886537,466$816,2580.03%