Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q1 2025 · Filed May 14, 2025 · Accession 0001062993-25-009319

Total Value
$1.73B
Positions
4,005
Other Managers
59
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1PACCAR IncPCAR462,963$45.1M3.35%
2NVIDIA CorpNVDA270,133$29.3M2.18%
3iShares S&P 100 ETF464287101106,805$28.9M2.15%
4Microsoft CORPMSFT71,183$26.7M1.99%
5Fiserv IncFISV103,977$23.0M1.71%
6Eli Lilly & CoLLY23,825$19.7M1.46%
7UnitedHealth Group INCUNH33,835$17.7M1.32%
8Graco IncGGG200,280$16.7M1.24%
9Amazon.com IncAMZN82,797$15.8M1.17%
10Alphabet IncGOOG98,440$15.4M1.14%
11Microsoft CORPMSFT35,352$13.3M0.99%
12Eli Lilly & CoLLY15,973$13.2M0.98%
13iShares Core S&P 500 ETF46428720023,222$13.0M0.97%
14Visa INCV36,536$12.8M0.95%
15Apple IncAAPL56,318$12.5M0.93%
16NVIDIA CorpNVDA112,582$12.2M0.91%
17JPMorgan Chase & CoVYLD48,733$12.0M0.89%
18Engine NO. 1 Transform 500 ETF29287L106182,749$11.9M0.89%
19US BancorpUSB-PS282,783$11.9M0.89%
20Ecolab IncECL44,720$11.3M0.84%
21Fastenal CoFAST145,931$11.3M0.84%
22Toro Co/TheTORO153,320$11.2M0.83%
23iShares MSCI ACWI ETF46428825788,979$10.4M0.77%
24Abbott LaboratoriesABLZF77,358$10.3M0.76%
25Alliant Energy CorpLNT156,690$10.1M0.75%
26Home Depot Inc/TheHD27,426$10.1M0.75%
27Apple IncAAPL45,203$10.0M0.75%
28Solventum CorpSOLV123,559$9.4M0.70%
29Microsoft CORPMSFT24,957$9.4M0.70%
30Apple IncAAPL41,786$9.3M0.69%
31Johnson & JohnsonJNJ54,753$9.1M0.67%
32Vanguard Information Technology ETF92204A70215,498$8.4M0.62%
33Bio-Techne CorpTECH142,865$8.4M0.62%
34Freshworks IncFRSH589,520$8.3M0.62%
35iShares Russell 1000 Growth ETF46428761422,100$8.0M0.59%
36International Business Machines CorpINTR32,000$8.0M0.59%
37Qualcomm INCQCOM50,684$7.8M0.58%
38US BancorpUSB-PS184,281$7.8M0.58%
39Littelfuse IncLFUS38,717$7.6M0.57%
40Hormel Foods CorpHRL241,487$7.5M0.56%
41iShares Core S&P 500 ETF46428720013,081$7.4M0.55%
42Honeywell International Inc43851610634,189$7.2M0.54%
43Wells Fargo & Co94974610198,791$7.1M0.53%
44Microsoft CORPMSFT18,810$7.1M0.52%
45Vanguard S&P 500 ETF92290836313,714$7.0M0.52%
46iShares Core S&P 500 ETF46428720012,514$7.0M0.52%
47Chipotle Mexican Grill IncCMG139,944$7.0M0.52%
48NVIDIA CorpNVDA63,862$6.9M0.51%
49SPDR S&P 500 ETF TrustSPY12,215$6.8M0.51%
50Verizon Communications IncVZ148,768$6.7M0.50%
51JPMorgan Chase & CoVYLD27,374$6.7M0.50%
52Vanguard Total Stock Market ETF92290876924,393$6.7M0.50%
53SPDR S&P 500 ETF TrustSPY11,450$6.4M0.48%
54Qualcomm INCQCOM41,037$6.3M0.47%
55Sherwin-Williams Co/TheSHW17,975$6.3M0.47%
56Rockwell Automation IncROK23,833$6.2M0.46%
57Motorola Solutions IncMSI14,038$6.1M0.46%
58Amazon.com IncAMZN30,789$5.9M0.44%
59Charles Schwab Corp/TheSCHW-PJ72,441$5.7M0.42%
60iShares Core S&P 500 ETF4642872009,935$5.6M0.41%
61Vanguard Large-Cap ETF92290863721,363$5.5M0.41%
62iShares MSCI EAFE Value ETF46428887790,721$5.3M0.40%
63Vanguard FTSE Developed Markets ETF921943858102,535$5.2M0.39%
64Financial Select Sector SPDR Fund81369Y60599,232$4.9M0.37%
65Vanguard S&P 500 ETF9229083639,580$4.9M0.37%
66iShares S&P 100 ETF46428710117,920$4.9M0.36%
67American Express CoAXP17,786$4.8M0.36%
68Alphabet IncGOOG30,023$4.6M0.35%
69Badger Meter IncBMI24,390$4.6M0.34%
70Amazon.com IncAMZN23,994$4.6M0.34%
71iShares Core MSCI EAFE ETF46432F84260,263$4.6M0.34%
72Entegris IncENTG51,944$4.5M0.34%
73Alphabet IncGOOG29,025$4.5M0.34%
74CH Robinson Worldwide IncCHRW44,109$4.5M0.34%
75HB Fuller CoFUL79,958$4.5M0.33%
76Tennant CoTNC55,991$4.5M0.33%
77iShares Core MSCI Emerging Markets ETF46434G10380,795$4.4M0.32%
78Principal Financial Group IncPFG50,500$4.3M0.32%
79iShares MSCI EAFE Growth ETF46428888542,199$4.2M0.31%
80Meta Platforms IncMETA7,317$4.2M0.31%
81nVent Electric PLCNVT80,267$4.2M0.31%
82Vanguard Total Stock Market ETF92290876915,100$4.2M0.31%
83Vanguard Total International Stock ETF92190976865,000$4.0M0.30%
84Goldman Sachs Equal Weight US Large Cap Equity ETFNVGLF52,608$4.0M0.30%
85Apple IncAAPL17,948$4.0M0.30%
86Vanguard Total World Stock ETF92204274233,600$3.9M0.29%
87Alphabet IncGOOG24,986$3.9M0.29%
88Donaldson Co IncDCI57,506$3.9M0.29%
89Alphabet IncGOOG24,713$3.8M0.28%
90iShares Core S&P Mid-Cap ETF46428750765,276$3.8M0.28%
91Alphabet IncGOOG23,843$3.7M0.28%
92SPDR S&P 500 ETF TrustSPY6,547$3.7M0.27%
93American Express CoAXP13,065$3.5M0.26%
94Medtronic PLCMDT38,815$3.5M0.26%
95iShares MSCI USA Quality Factor ETF46432F33920,270$3.5M0.26%
96Blackstone Secured Lending FundBX106,961$3.5M0.26%
97Vanguard FTSE All-World ex-US ETF92204277556,752$3.4M0.26%
98Meta Platforms IncMETA5,911$3.4M0.25%
99iShares U.S. Treasury Bond ETF46429B267147,750$3.4M0.25%
100Procter & Gamble CO/THE74271810919,734$3.4M0.25%
101Visa INCV9,538$3.3M0.25%
102iShares MSCI USA Quality Factor ETF46432F33919,400$3.3M0.25%
103Health Care Select Sector SPDR Fund81369Y20922,486$3.3M0.24%
104Vanguard High Dividend Yield ETF92194640624,802$3.2M0.24%
105Walt Disney Co/The25468710632,357$3.2M0.24%
106iShares Core S&P Total US Stock Market ETF46428715025,652$3.1M0.23%
107JPMorgan BetaBuilders Canada ETF46641Q22543,572$3.1M0.23%
108Amgen IncAMGN9,894$3.1M0.23%
109Automatic Data Processing IncADP10,075$3.1M0.23%
110Invesco S&P 500 Equal Weight ETFIVZ17,416$3.0M0.22%
111Invesco S&P 500 Equal Weight ETFIVZ17,353$3.0M0.22%
112Texas Instruments Inc88250810416,512$3.0M0.22%
113iShares Russell 1000 Growth ETF4642876148,192$3.0M0.22%
114Consumer Discretionary Select Sector SPDR Fund81369Y40714,777$2.9M0.22%
115Wec Energy Group IncWEC26,700$2.9M0.22%
116Vanguard Tax-Exempt Bond Index ETF92290774658,313$2.9M0.22%
117JPMorgan Chase & CoVYLD11,720$2.9M0.21%
118Eli Lilly & CoLLY3,445$2.8M0.21%
119Target CorpTGT27,176$2.8M0.21%
120iShares S&P 500 Growth ETF46428730930,478$2.8M0.21%
121iShares Russell 1000 Growth ETF4642876147,803$2.8M0.21%
122Tesla IncTSLA10,850$2.8M0.21%
123Eli Lilly & CoLLY3,345$2.8M0.21%
124Vanguard Intermediate-Term Treasury ETF92206C70646,491$2.8M0.21%
125Apple IncAAPL12,346$2.7M0.20%
126iShares MSCI USA Value Factor ETF46432F38825,175$2.7M0.20%
127JPMorgan Chase & CoVYLD10,868$2.7M0.20%
128iShares S&P 500 Value ETF46428740813,949$2.7M0.20%
129iShares Russell Mid-Cap ETF46428749931,210$2.7M0.20%
130iShares MSCI Intl Quality Factor ETF46434V45666,440$2.6M0.20%
131Berkshire Hathaway IncBRK-A4,916$2.6M0.19%
132Costco Wholesale Corp22160K1052,735$2.6M0.19%
133Vanguard S&P 500 Growth ETF9219325057,664$2.6M0.19%
134Vanguard Tax-Exempt Bond Index ETF92290774651,248$2.5M0.19%
135Salesforce IncCRM9,215$2.5M0.18%
136Apple IncAAPL11,035$2.5M0.18%
137Vanguard Short-Term Inflation-Protected Securities ETF92202080549,000$2.4M0.18%
138Broadcom INCAVGO14,569$2.4M0.18%
139Lowe's Cos Inc54866110710,400$2.4M0.18%
140SPDR S&P 500 ETF TrustSPY4,328$2.4M0.18%
141Vanguard Total Stock Market ETF9229087698,772$2.4M0.18%
142iShares Core S&P Small-Cap ETF46428780423,039$2.4M0.18%
143iShares Russell 1000 Value ETF46428759812,775$2.4M0.18%
144iShares Russell 2000 ETF46428765511,839$2.4M0.18%
145Microsoft CORPMSFT6,268$2.4M0.17%
146RTX CorpRTX17,623$2.3M0.17%
147Vanguard High Dividend Yield ETF92194640617,900$2.3M0.17%
148SPDR S&P 500 ETF TrustSPY4,094$2.3M0.17%
149iShares ESG Aware MSCI EAFE ETF46435G51628,000$2.3M0.17%
150iShares Core MSCI Europe ETF46434V73837,337$2.2M0.17%
151Alphabet IncGOOG14,195$2.2M0.16%
152Berkshire Hathaway IncBRK-A4,153$2.2M0.16%
153Amazon.com IncAMZN11,570$2.2M0.16%
154Mastercard IncMA3,997$2.2M0.16%
155JPMorgan BetaBuilders Europe ETF46641Q19135,243$2.2M0.16%
156Vanguard Total Stock Market ETF9229087697,817$2.1M0.16%
157Apple IncAAPL9,550$2.1M0.16%
158Visa INCV6,027$2.1M0.16%
159iShares Core S&P Small-Cap ETF46428780419,858$2.1M0.15%
160Tesla IncTSLA7,978$2.1M0.15%
161Workiva IncWK27,189$2.1M0.15%
162iShares Russell 1000 Growth ETF4642876145,700$2.1M0.15%
163AbbVie INCABBV9,782$2.0M0.15%
164iShares Russell 2000 Growth ETF4642876488,020$2.0M0.15%
165Vanguard Dividend Appreciation ETF92190884410,525$2.0M0.15%
166Procter & Gamble CO/THE74271810911,845$2.0M0.15%
167iShares Russell 2000 Value ETF46428763013,283$2.0M0.15%
168Intel CorpINTC88,000$2.0M0.15%
169NVIDIA CorpNVDA18,084$2.0M0.15%
170Invesco S&P 500 Equal Weight ETFIVZ11,270$2.0M0.15%
171iShares Core MSCI International Developed Markets ETF46435G32628,330$2.0M0.15%
172Costco Wholesale Corp22160K1052,063$2.0M0.15%
173Vanguard Total World Stock ETF92204274216,705$1.9M0.14%
174Qualcomm INCQCOM12,575$1.9M0.14%
175Vanguard Information Technology ETF92204A7023,524$1.9M0.14%
176Honeywell International Inc4385161069,012$1.9M0.14%
177FlexShares STOXX Global Broad Infrastructure Index FundFLEX32,686$1.9M0.14%
178Broadcom INCAVGO11,178$1.9M0.14%
179Netflix IncNFLX2,006$1.9M0.14%
180Apple IncAAPL8,375$1.9M0.14%
181Consumer Staples Select Sector SPDR Fund81369Y30822,668$1.9M0.14%
182Microsoft CORPMSFT4,782$1.8M0.13%
183iShares MSCI EAFE ETF46428746521,959$1.8M0.13%
184iShares 1-3 Year Treasury Bond ETF46428745721,686$1.8M0.13%
185iShares Core S&P Small-Cap ETF46428780416,714$1.7M0.13%
186Home Depot Inc/TheHD4,711$1.7M0.13%
187Vanguard Tax-Exempt Bond Index ETF92290774634,680$1.7M0.13%
188JPMorgan Chase & CoVYLD7,015$1.7M0.13%
189NVIDIA CorpNVDA15,791$1.7M0.13%
190Taiwan Semiconductor Manufacturing Co Ltd87403910010,130$1.7M0.12%
191UnitedHealth Group INCUNH3,150$1.6M0.12%
192Vanguard Communication Services ETF92204A88411,041$1.6M0.12%
193Sysco CorpSYY21,492$1.6M0.12%
194iShares MBS ETF46428858817,000$1.6M0.12%
195JPMorgan Chase & CoVYLD6,490$1.6M0.12%
196AbbVie INCABBV7,574$1.6M0.12%
197Procter & Gamble CO/THE7427181099,206$1.6M0.12%
198Ameriprise Financial Inc03076C1063,240$1.6M0.12%
199Vanguard S&P 500 ETF9229083633,023$1.6M0.12%
200Kraft Heinz Co/TheKHC50,680$1.5M0.11%
201Vanguard High Dividend Yield ETF92194640611,780$1.5M0.11%
202PepsiCo IncPEP10,094$1.5M0.11%
203Home Depot Inc/TheHD4,125$1.5M0.11%
204Microsoft CORPMSFT4,000$1.5M0.11%
205New Mountain Finance Corp647551100135,462$1.5M0.11%
206Vanguard Value ETF9229087448,556$1.5M0.11%
207Automatic Data Processing IncADP4,825$1.5M0.11%
208Vanguard Value ETF9229087448,486$1.5M0.11%
209PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R83314,395$1.4M0.11%
210Exxon Mobil CorpXOM12,172$1.4M0.11%
211Vanguard FTSE Developed Markets ETF92194385828,465$1.4M0.11%
212Alphabet IncGOOG9,221$1.4M0.11%
213iShares Core S&P Mid-Cap ETF46428750724,687$1.4M0.11%
214Berkshire Hathaway IncBRK-A2,694$1.4M0.11%
215NextEra Energy IncNEE-PW20,099$1.4M0.11%
216Abbott LaboratoriesABLZF10,685$1.4M0.11%
217iShares Russell 1000 Value ETF4642875987,473$1.4M0.10%
218Walmart IncWMT16,016$1.4M0.10%
219Industrial Select Sector SPDR Fund81369Y70410,636$1.4M0.10%
220Vanguard Industrials ETF92204A6035,600$1.4M0.10%
221Hawkins IncHWKN13,000$1.4M0.10%
222Visa INCV3,915$1.4M0.10%
223UnitedHealth Group INCUNH2,604$1.4M0.10%
224Merck & Co IncMRK14,963$1.3M0.10%
225Ulta Beauty IncULTA3,655$1.3M0.10%
226Vanguard Total Stock Market ETF9229087694,849$1.3M0.10%
227Alphabet IncGOOG8,600$1.3M0.10%
228American Express CoAXP4,940$1.3M0.10%
229Vanguard Mid-Cap ETF9229086295,116$1.3M0.10%
230iShares Core S&P 500 ETF4642872002,322$1.3M0.10%
231iShares Core S&P Mid-Cap ETF46428750722,256$1.3M0.10%
232Johnson & JohnsonJNJ7,785$1.3M0.10%
233Home Depot Inc/TheHD3,480$1.3M0.09%
234iShares Russell Mid-Cap ETF46428749914,971$1.3M0.09%
235United Parcel Service IncUPS11,520$1.3M0.09%
236Energy Select Sector SPDR Fund81369Y50613,397$1.3M0.09%
237Bank of America Corp 7.25 percent0605056821,011$1.2M0.09%
238Vanguard Information Technology ETF92204A7022,300$1.2M0.09%
239Texas Roadhouse IncTXRH7,445$1.2M0.09%
240Johnson & JohnsonJNJ7,449$1.2M0.09%
241Nordson CorpNDSN6,000$1.2M0.09%
242iShares Core U.S. Aggregate Bond ETF46428722612,228$1.2M0.09%
243Vanguard Ultra Short Bond ETF92203C30324,212$1.2M0.09%
244Abbott LaboratoriesABLZF8,970$1.2M0.09%
245Progressive Corp/The7433151034,175$1.2M0.09%
246Oracle CORPORCL-PD8,450$1.2M0.09%
247Colgate-Palmolive CoCL12,570$1.2M0.09%
248Apple IncAAPL5,300$1.2M0.09%
249ASML Holding NVASMLF1,771$1.2M0.09%
250iShares Russell 3000 ETF4642876893,676$1.2M0.09%
251Invesco Nasdaq 100 ETFIVZ6,027$1.2M0.09%
252Walt Disney Co/The25468710611,750$1.2M0.09%
253Meta Platforms IncMETA2,000$1.2M0.09%
254Bank of America Corp06050510427,442$1.1M0.09%
255WisdomTree US LargeCap Dividend FundWT14,404$1.1M0.08%
256iShares Core MSCI Emerging Markets ETF46434G10321,114$1.1M0.08%
257Vanguard Growth ETF9229087363,069$1.1M0.08%
258Honeywell International Inc4385161065,367$1.1M0.08%
259Piper Sandler CosPIPR4,588$1.1M0.08%
260McDonald's CORPMCD3,620$1.1M0.08%
261Cintas CorpCTAS5,499$1.1M0.08%
262Netflix IncNFLX1,199$1.1M0.08%
263Walmart IncWMT12,728$1.1M0.08%
264DuPont de Nemours IncDD14,961$1.1M0.08%
265Financial Select Sector SPDR Fund81369Y60522,376$1.1M0.08%
266Coca-Cola Co/TheKO15,426$1.1M0.08%
267United Parcel Service IncUPS10,000$1.1M0.08%
268American Express CoAXP4,086$1.1M0.08%
269T-Mobile US INCTMUSZ4,119$1.1M0.08%
270ConocoPhillipsCOP10,425$1.1M0.08%
271Palo Alto Networks IncPANW6,410$1.1M0.08%
272SPDR S&P 500 ETF TrustSPY1,952$1.1M0.08%
273SPDR S&P 500 ETF TrustSPY1,950$1.1M0.08%
274Johnson & JohnsonJNJ6,555$1.1M0.08%
275Phillips 66PSX8,742$1.1M0.08%
276SPDR S&P 500 ETF TrustSPY1,924$1.1M0.08%
277Vanguard Total International Stock ETF92190976817,321$1.1M0.08%
278Berkshire Hathaway IncBRK-A2,000$1.1M0.08%
279NIKE IncNKE16,692$1.1M0.08%
280PACCAR IncPCAR10,874$1.1M0.08%
281Advanced Micro Devices IncAMD10,278$1.1M0.08%
282Vanguard FTSE Developed Markets ETF92194385820,745$1.1M0.08%
283Mastercard IncMA1,919$1.1M0.08%
284Vanguard FTSE Emerging Markets ETF92204285823,000$1.0M0.08%
285Marriott International Inc/MD5719032024,360$1.0M0.08%
286iShares S&P 500 Value ETF4642874085,422$1.0M0.08%
287Oracle CORPORCL-PD7,378$1.0M0.08%
288JPMorgan Municipal ETF46641Q64720,515$1.0M0.08%
289McDonald's CORPMCD3,283$1.0M0.08%
290Abbott LaboratoriesABLZF7,699$1.0M0.08%
291Corteva IncCTVA16,184$1.0M0.08%
292Vanguard Short-Term Bond ETF92193782713,000$1.0M0.08%
293iShares Core S&P 500 ETF4642872001,803$1.0M0.08%
294Corning IncGLW22,048$1.0M0.08%
295iShares MSCI USA Quality Factor ETF46432F3395,904$1.0M0.07%
296Micron Technology IncMU11,553$1.0M0.07%
297Chevron CORPCVX5,976$999,7250.07%
298Vanguard Russell 2000 ETF92206C66412,365$997,2370.07%
299Vanguard S&P 500 ETF9229083631,940$996,9850.07%
300Accenture PLCACN3,194$996,6560.07%
301Amazon.com IncAMZN5,236$996,2010.07%
302AstraZeneca PLCAZN13,508$992,8380.07%
303iShares MSCI Japan ETF46434G82214,374$985,4810.07%
304Microsoft CORPMSFT2,606$978,2660.07%
305AbbVie INCABBV4,667$977,8300.07%
306Progressive Corp/The7433151033,448$975,8180.07%
307Microsoft CORPMSFT2,587$971,1340.07%
308PepsiCo IncPEP6,474$970,7120.07%
309Cadence Design Systems INCCDNS3,802$966,9630.07%
310Roper Technologies IncROP1,620$955,1200.07%
311SPDR S&P MidCap 400 ETF TrustMDY1,790$954,9290.07%
312iShares Russell 3000 ETF4642876893,000$952,9200.07%
313Costco Wholesale Corp22160K1051,000$945,7800.07%
314Vanguard FTSE Developed Markets ETF92194385818,587$944,7770.07%
315Vanguard Real Estate ETF92290855310,413$942,7930.07%
316Alphabet IncGOOG6,020$940,5050.07%
317Cisco Systems IncCSCO15,168$936,0170.07%
318Casey's General Stores Inc1475281032,155$935,3560.07%
319Automatic Data Processing IncADP3,025$924,2280.07%
320Vanguard Growth ETF9229087362,475$917,7800.07%
3213M CoMMM6,240$916,4060.07%
322Qualcomm INCQCOM5,897$905,8380.07%
323Blackrock IncBLK949$898,2100.07%
324Salesforce IncCRM3,338$895,7860.07%
325Jacobs Solutions IncJ7,380$892,1680.07%
326Generac Holdings IncGNRC7,010$887,8170.07%
327Amazon.com IncAMZN4,665$887,5630.07%
328iShares MSCI USA Equal Weighted ETF4642866819,422$881,8050.07%
329iShares TIPS Bond ETF4642871767,900$877,6110.07%
330iShares Russell 1000 Growth ETF4642876142,430$877,4490.07%
331iShares S&P 500 Growth ETF4642873099,423$874,7370.07%
332PepsiCo IncPEP5,827$873,7000.06%
333iShares Russell 1000 ETF4642876222,840$871,1420.06%
334Xcel Energy IncXELLL12,282$869,4430.06%
335Novartis AGNVSEF7,792$868,6520.06%
336Alphabet IncGOOG5,617$868,6130.06%
337SPDR Portfolio Developed World ex-US ETF78463X88923,782$865,9030.06%
338Vanguard FTSE Emerging Markets ETF92204285819,109$864,8730.06%
339Walt Disney Co/The2546871068,722$860,8610.06%
340Piper Sandler CosPIPR3,433$850,2170.06%
341Amgen IncAMGN2,723$848,3510.06%
342Marsh & McLennan COS INC5717481023,474$847,7600.06%
343Alphabet IncGOOG5,425$847,5480.06%
344Dimensional International Value ETF25434V80721,516$846,8700.06%
345Elevance Health IncELV1,945$845,9970.06%
346Cisco Systems IncCSCO13,588$838,5150.06%
347Vanguard FTSE Europe ETF92204287411,924$837,1840.06%
348Vanguard Financials ETF92204A4057,000$836,2900.06%
349Adobe IncADBE2,165$830,3420.06%
350Linde PLCLIN1,773$825,5800.06%
351American Superconductor CorpAMSC45,300$821,7420.06%
352International Business Machines CorpINTR3,287$817,3450.06%
353Best Buy Co IncBBY11,100$817,0710.06%
354Ecolab IncECL3,215$815,0670.06%
355iShares Core S&P U.S. Growth ETF4642876716,400$813,3120.06%
356Invesco RAFI US 1000 ETFIVZ20,000$808,2000.06%
357Merck & Co IncMRK9,003$808,1090.06%
358AstraZeneca PLCAZN10,962$805,7070.06%
359American Express CoAXP2,987$803,6520.06%
360JPMorgan BetaBuilders Japan ETF46641Q21714,279$801,4800.06%
361Schwab International Equity ETF80852480540,388$798,8750.06%
362Berkshire Hathaway IncBRK-A1$798,4420.06%
363Comcast CorpCCZ21,585$796,4870.06%
364JPMorgan Chase & CoVYLD3,245$795,9990.06%
365iShares Russell 1000 Growth ETF4642876142,200$794,3980.06%
366Vanguard S&P 500 Growth ETF9219325052,365$791,0450.06%
367Oracle CORPORCL-PD5,657$790,9050.06%
368iShares Russell 2000 ETF4642876553,948$787,5870.06%
369Salesforce IncCRM2,933$787,1000.06%
370iShares National Muni Bond ETF4642884147,453$785,8440.06%
371AT&T IncT-PC27,660$782,2250.06%
372Advanced Micro Devices IncAMD7,593$780,1050.06%
373Air Products and Chemicals IncAIIR2,645$780,0630.06%
374iShares Russell 1000 ETF4642876222,538$778,5060.06%
375Novo Nordisk A/SNONOF11,201$777,7970.06%
376Vanguard Consumer Staples ETF92204A2073,550$776,8110.06%
377AbbVie INCABBV3,704$776,0620.06%
378Chevron CORPCVX4,631$774,7200.06%
379Microsoft CORPMSFT2,050$769,5500.06%
380Union Pacific CorpUNP3,243$766,1260.06%
381Intuit IncINTU1,245$764,4180.06%
382Bank of America Corp06050510418,283$762,9500.06%
383iShares MSCI KLD 400 Social ETF4642885707,416$759,4730.06%
384Vanguard FTSE Emerging Markets ETF92204285816,731$757,2450.06%
385Vanguard FTSE Developed Markets ETF92194385814,878$756,2490.06%
386Home Depot Inc/TheHD2,061$755,3360.06%
387DuPont de Nemours IncDD10,081$752,8490.06%
388Schwab Fundamental U.S. Small Company ETF80852476327,462$752,1840.06%
389Walmart IncWMT8,543$749,9900.06%
390Wells Fargo & Co94974610110,394$746,1850.06%
391Dow IncDOW21,320$744,4940.06%
392HSBC Holdings PLCHBCYF12,953$743,8910.06%
393Thermo Fisher Scientific IncTMO1,494$743,4140.06%
394iShares Core MSCI Emerging Markets ETF46434G10313,772$743,2750.06%
395Shell PLCRYDAF10,115$741,2270.06%
396Amgen IncAMGN2,378$740,8660.06%
397ConocoPhillipsCOP7,020$737,2400.05%
398VanEck High Yield Muni ETF92189H40914,377$735,8150.05%
399iShares MSCI EAFE Small-Cap ETF46428827311,528$732,3740.05%
400SAP SESAPGF2,726$731,7670.05%
401Vanguard International Dividend Appreciation ETF9219468108,800$729,8720.05%
402Berkshire Hathaway IncBRK-A1,370$729,6350.05%
403iShares Currency Hedged MSCI EAFE ETF46434V80320,000$725,8000.05%
404General Mills Inc37033410412,115$724,3560.05%
405Vanguard FTSE Emerging Markets ETF92204285816,000$724,1600.05%
406Intuitive Surgical IncISRG1,458$722,1040.05%
407Vanguard FTSE All World ex-US Small-Cap ETF9220427186,242$721,5750.05%
408Microsoft CORPMSFT1,922$721,5000.05%
409Exxon Mobil CorpXOM6,058$720,4780.05%
410iShares Russell 2000 ETF4642876553,610$720,1590.05%
411Vanguard Value ETF9229087444,167$719,8080.05%
412Goldman Sachs Community Municipal Bond ETFNVGLF14,639$719,5130.05%
413Berkshire Hathaway IncBRK-A1,350$718,9830.05%
414Honeywell International Inc4385161063,371$713,8090.05%
415McDonald's CORPMCD2,263$706,8930.05%
416ConocoPhillipsCOP6,730$706,7850.05%
417Alphabet IncGOOG4,570$706,7050.05%
418Honeywell International Inc4385161063,325$704,0690.05%
419Eaton Corp PLCETN2,590$704,0400.05%
420Invesco QQQ Trust Series 1IVZ1,498$702,4420.05%
421Dimensional US Large Cap Value ETF25434V66622,963$701,9790.05%
422Apple IncAAPL3,154$700,5980.05%
423Vanguard Growth ETF9229087361,881$697,5120.05%
424Caterpillar IncCAT2,105$694,2290.05%
425iShares Core MSCI EAFE ETF46432F8429,156$692,6510.05%
426Apple IncAAPL3,118$692,6010.05%
427iShares Russell 1000 Growth ETF4642876141,916$691,8480.05%
428Labcorp Holdings IncLH2,955$687,7470.05%
429Movano Inc62459M206375,338$686,8690.05%
430iShares Core MSCI Emerging Markets ETF46434G10312,666$683,5840.05%
431S&P Global IncSPGI1,344$682,8860.05%
432Adobe IncADBE1,775$680,7660.05%
433Lowe's Cos Inc5486611072,908$678,2330.05%
434Enterprise Products Partners LP29379210719,811$676,3480.05%
435Thermo Fisher Scientific IncTMO1,355$674,2480.05%
436Caterpillar IncCAT2,040$672,7920.05%
437Communication Services Select Sector SPDR Fund81369Y8526,944$669,7490.05%
438Emerson Electric CoEMR6,098$668,5850.05%
439Vanguard Small-Cap ETF9229087513,007$666,8020.05%
440JPMorgan Chase & CoVYLD2,715$665,9900.05%
441Church & Dwight Co IncCHD6,037$664,6130.05%
442Sony Group CorpSNEJF25,990$659,8860.05%
443Dimensional US Marketwide Value ETF25434V72416,000$659,3600.05%
444NXP Semiconductors NVNXPI3,465$658,5580.05%
445iShares National Muni Bond ETF4642884146,240$657,9460.05%
446Vanguard Dividend Appreciation ETF9219088443,390$657,6260.05%
447Hershey Co/TheHSY3,845$657,6100.05%
448iShares iBonds Dec 2028 Term Corporate ETF46435U51526,000$656,7600.05%
449Abbott LaboratoriesABLZF4,937$654,8930.05%
450RTX CorpRTX4,936$653,8230.05%
451Wells Fargo & Co9497461019,061$650,4890.05%
452Intuitive Surgical IncISRG1,313$650,2900.05%
453Merck & Co IncMRK7,235$649,4140.05%
454Health Care Select Sector SPDR Fund81369Y2094,430$646,8240.05%
455American Tower Corp03027X1002,935$638,6560.05%
456Novartis AGNVSEF5,727$638,4460.05%
457US BancorpUSB-PS15,115$638,1550.05%
458iShares MSCI USA Min Vol Factor ETF46429B6976,800$636,8880.05%
459AutoZone IncAZO167$636,7340.05%
460Qualcomm INCQCOM4,143$636,4060.05%
461Vanguard Health Care ETF92204A5042,400$635,3520.05%
462NextEra Energy IncNEE-PW8,962$635,3160.05%
463UnitedHealth Group INCUNH1,210$633,7380.05%
464Granite Construction IncGVA8,372$631,2490.05%
465Texas Instruments Inc8825081043,511$630,9270.05%
466Walt Disney Co/The2546871066,387$630,3970.05%
467iShares iBonds Dec 2026 Term Corporate ETF46435GAA026,000$629,4600.05%
468iShares iBonds Dec 2027 Term Corporate ETF46435UAA926,000$628,6800.05%
469RTX CorpRTX4,729$626,4030.05%
470Fiserv IncFISV2,836$626,2740.05%
471Novo Nordisk A/SNONOF9,017$626,1400.05%
472iShares MSCI USA Quality Factor ETF46432F3393,662$625,7990.05%
473iShares Core MSCI Emerging Markets ETF46434G10311,547$623,1920.05%
474Adobe IncADBE1,617$620,1680.05%
475Sumitomo Mitsui Financial Group Inc86562M20940,037$618,9720.05%
476Alaska Air Group IncALK12,491$614,8070.05%
477Qualcomm INCQCOM4,000$614,4400.05%
478Accenture PLCACN1,963$612,5350.05%
479Eli Lilly & CoLLY740$611,1730.05%
480SAP SESAPGF2,275$610,7010.05%
481Motorola Solutions IncMSI1,392$609,4320.05%
482Dimensional US Targeted Value ETF25434V60911,833$609,2810.05%
483Morgan StanleyMS-PQ5,222$609,2510.05%
484Sony Group CorpSNEJF23,820$604,7900.04%
485RTX CorpRTX4,562$604,2830.04%
486Visa INCV1,724$604,1930.04%
487ServiceNow IncNOW758$603,4740.04%
488Wells Fargo & Co9497461018,395$602,6770.04%
489Gilead Sciences IncGILD5,372$601,9330.04%
490iShares iBonds Dec 2029 Term Corporate ETF46436E20526,000$601,3800.04%
491Target CorpTGT5,735$598,5050.04%
492Deere & CoDE1,273$597,4830.04%
493Chubb LtdCB1,971$595,2220.04%
494Invesco National AMT-Free Municipal Bond ETFIVZ25,774$593,8330.04%
495Ecolab IncECL2,340$593,2370.04%
496AbbVie INCABBV2,825$591,8940.04%
497Broadcom INCAVGO3,533$591,5300.04%
498iShares Russell 1000 Value ETF4642875983,141$591,0110.04%
499Philip Morris International Inc7181721093,721$590,6340.04%
500Johnson & JohnsonJNJ3,556$589,7270.04%