Live Markets
Saturday, September 12, 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 Q3 2025 · Filed November 13, 2025 · Accession 0001062993-25-016736

Total Value
$1.89B
Positions
4,286
Other Managers
58
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CorpNVDA258,675$48.3M3.27%
2Microsoft CORPMSFT75,612$39.2M2.65%
3iShares S&P 100 ETF464287101106,805$35.5M2.41%
4Voyager Technologies IncVOYG1,060,040$31.6M2.14%
5PACCAR IncPCAR305,541$30.0M2.03%
6Amazon.com IncAMZN104,672$23.0M1.56%
7Alphabet IncGOOG88,795$21.6M1.46%
8NVIDIA CorpNVDA99,706$18.6M1.26%
9Eli Lilly & CoLLY23,574$18.0M1.22%
10Graco IncGGG200,876$17.1M1.16%
11Microsoft CORPMSFT31,473$16.3M1.10%
12iShares Core S&P 500 ETF46428720023,188$15.5M1.05%
13Engine NO. 1 Transform 500 ETF29287L106188,372$14.8M1.00%
14JPMorgan Chase & CoVYLD45,856$14.5M0.98%
15UnitedHealth Group INCUNH40,415$14.0M0.94%
16Fiserv IncFISV107,022$13.8M0.93%
17Fastenal CoFAST279,920$13.7M0.93%
18Visa IncV37,256$12.7M0.86%
19Ecolab IncECL44,797$12.3M0.83%
20iShares MSCI ACWI ETF46428825788,091$12.2M0.82%
21Apple IncAAPL47,570$12.1M0.82%
22NVIDIA CorpNVDA63,786$11.9M0.81%
23Toro Co/TheTORO154,910$11.8M0.80%
24Vanguard Information Technology ETF92204A70215,364$11.5M0.78%
25Apple IncAAPL42,149$10.7M0.73%
26Microsoft CORPMSFT20,640$10.7M0.72%
27Home Depot Inc/TheHD25,673$10.4M0.70%
28Littelfuse IncLFUS40,014$10.4M0.70%
29Alliant Energy CorpLNT153,545$10.4M0.70%
30Apple IncAAPL39,880$10.2M0.69%
31iShares Russell 1000 Growth ETF46428761421,450$10.0M0.68%
32Johnson & JohnsonJNJ52,765$9.8M0.66%
33Solventum CorpSOLV123,559$9.0M0.61%
34Vanguard S&P 500 ETF92290836314,589$8.9M0.60%
35SPDR S&P 500 ETF TrustSPY13,300$8.9M0.60%
36Abbott LaboratoriesABLZF65,639$8.8M0.59%
37iShares Core S&P 500 ETF46428720013,081$8.8M0.59%
38Vanguard Total Stock Market ETF92290876926,298$8.6M0.58%
39Rockwell Automation IncROK24,148$8.4M0.57%
40iShares Core S&P 500 ETF46428720012,514$8.4M0.57%
41Wells Fargo & Co94974610199,326$8.3M0.56%
42Bio-Techne CorpTECH147,960$8.2M0.56%
43SPDR S&P 500 ETF TrustSPY12,215$8.1M0.55%
44nVent Electric PLCNVT81,862$8.1M0.55%
45Alphabet IncGOOG29,132$7.1M0.48%
46Freshworks IncFRSH589,520$6.9M0.47%
47Qualcomm INCQCOM41,661$6.9M0.47%
48iShares Core S&P 500 ETF46428720010,026$6.7M0.45%
49Wec Energy Group IncWEC57,935$6.6M0.45%
50Vanguard Large-Cap ETF92290863721,363$6.6M0.45%
51Motorola Solutions IncMSI13,908$6.4M0.43%
52Sherwin-Williams CoSHW17,901$6.2M0.42%
53Honeywell International Inc43851610629,418$6.2M0.42%
54iShares MSCI EAFE Value ETF46428887790,721$6.2M0.42%
55Taiwan Semiconductor Manufacturing Co Ltd87403910021,880$6.1M0.41%
56Amazon.com IncAMZN27,582$6.1M0.41%
57Verizon Communications IncVZ137,303$6.0M0.41%
58CH Robinson Worldwide IncCHRW45,119$6.0M0.40%
59iShares S&P 100 ETF46428710117,920$6.0M0.40%
60Vanguard FTSE Developed Markets ETF92194385898,831$5.9M0.40%
61Hormel Foods CorpHRL238,152$5.9M0.40%
62Vanguard S&P 500 ETF9229083639,580$5.9M0.40%
63Alphabet IncGOOG23,575$5.7M0.39%
64Alphabet IncGOOG22,848$5.6M0.38%
65Financial Select Sector SPDR Fund81369Y605100,759$5.4M0.37%
66iShares Core MSCI Emerging Markets ETF46434G10381,241$5.4M0.36%
67iShares Core MSCI EAFE ETF46432F84260,263$5.3M0.36%
68HB Fuller CoFUL87,973$5.2M0.35%
69SPDR S&P 500 ETF TrustSPY7,786$5.2M0.35%
70Amazon.com IncAMZN23,524$5.2M0.35%
71Alphabet IncGOOG20,960$5.1M0.35%
72Alphabet IncGOOG20,716$5.0M0.34%
73Vanguard Total Stock Market ETF92290876915,100$5.0M0.34%
74Entegris IncENTG53,374$4.9M0.33%
75iShares MSCI EAFE Growth ETF46428888542,199$4.8M0.33%
76Tesla IncTSLA10,795$4.8M0.32%
77Meta Platforms IncMETA6,503$4.8M0.32%
78Vanguard Total International Stock ETF92190976865,000$4.8M0.32%
79Vanguard Total World Stock ETF92204274233,600$4.6M0.31%
80Tennant CoTNC56,671$4.6M0.31%
81Apple IncAAPL17,948$4.6M0.31%
82Meta Platforms IncMETA6,178$4.5M0.31%
83Goldman Sachs Equal Weight US Large Cap Equity ETFNVGLF52,608$4.5M0.30%
84SPDR S&P 500 ETF TrustSPY6,547$4.4M0.30%
85Microsoft CORPMSFT8,330$4.3M0.29%
86Meta Platforms IncMETA5,872$4.3M0.29%
87Broadcom INCAVGO13,006$4.3M0.29%
88Broadcom INCAVGO12,735$4.2M0.28%
89Badger Meter IncBMI22,697$4.1M0.27%
90Vanguard FTSE All-World ex-US ETF92204277556,752$4.1M0.27%
91iShares Core S&P Mid-Cap ETF46428750762,007$4.0M0.27%
92iShares MSCI USA Quality Factor ETF46432F33920,270$3.9M0.27%
93JPMorgan BetaBuilders Canada ETF46641Q22545,014$3.9M0.27%
94iShares Russell 1000 Growth ETF4642876148,160$3.8M0.26%
95iShares MSCI USA Quality Factor ETF46432F33919,400$3.8M0.26%
96iShares Core S&P Total US Stock Market ETF46428715025,652$3.7M0.25%
97Consumer Discretionary Select Sector SPDR Fund81369Y40715,481$3.7M0.25%
98iShares Russell 1000 Growth ETF4642876147,803$3.7M0.25%
99iShares S&P 500 Growth ETF46428730929,846$3.6M0.24%
100JPMorgan BetaBuilders Europe ETF46641Q19151,548$3.6M0.24%
101American Express CoAXP10,585$3.5M0.24%
102Donaldson Co IncDCI42,834$3.5M0.24%
103Vanguard High Dividend Yield ETF92194640624,802$3.5M0.24%
104NVIDIA CorpNVDA18,614$3.5M0.24%
105Alphabet IncGOOG14,195$3.5M0.23%
106Apple IncAAPL13,550$3.5M0.23%
107iShares Core MSCI Europe ETF46434V73850,543$3.4M0.23%
108JPMorgan Chase & CoVYLD10,704$3.4M0.23%
109Invesco S&P 500 Equal Weight ETFIVZ17,416$3.3M0.22%
110Tesla IncTSLA7,412$3.3M0.22%
111Invesco S&P 500 Equal Weight ETFIVZ17,353$3.3M0.22%
112Eli Lilly & CoLLY4,306$3.3M0.22%
113Vanguard S&P 500 Growth ETF9219325057,474$3.3M0.22%
114US BancorpUSB-PS67,240$3.2M0.22%
115Microsoft CORPMSFT6,268$3.2M0.22%
116iShares U.S. Treasury Bond ETF46429B267139,750$3.2M0.22%
117Apple IncAAPL12,478$3.2M0.22%
118Health Care Select Sector SPDR Fund81369Y20922,647$3.2M0.21%
119NVIDIA CorpNVDA16,742$3.1M0.21%
120Walt Disney Co/The25468710626,866$3.1M0.21%
121iShares MSCI USA Value Factor ETF46432F38824,175$3.0M0.20%
122iShares Russell Mid-Cap ETF46428749931,210$3.0M0.20%
123Charles Schwab CorpSCHW-PJ31,257$3.0M0.20%
124RTX CorpRTX17,813$3.0M0.20%
125Intel CorpINTC88,756$3.0M0.20%
126iShares ESG Aware MSCI EAFE ETF46435G51632,000$3.0M0.20%
127iShares MSCI Intl Quality Factor ETF46434V45666,440$2.9M0.20%
128JPMorgan Chase & CoVYLD9,305$2.9M0.20%
129Berkshire Hathaway IncBRK-A5,835$2.9M0.20%
130Principal Financial Group IncPFG35,021$2.9M0.20%
131Texas Instruments Inc88250810415,791$2.9M0.20%
132Vanguard Total Stock Market ETF9229087698,831$2.9M0.20%
133SPDR S&P 500 ETF TrustSPY4,328$2.9M0.20%
134iShares Russell 2000 ETF46428765511,839$2.9M0.19%
135iShares S&P 500 Value ETF46428740813,757$2.8M0.19%
136Visa IncV8,261$2.8M0.19%
137Kraft Heinz Co/TheKHC106,145$2.8M0.19%
138iShares Core S&P Small-Cap ETF46428780423,039$2.7M0.19%
139SPDR S&P 500 ETF TrustSPY4,094$2.7M0.18%
140Salesforce IncCRM11,486$2.7M0.18%
141Microsoft CORPMSFT5,086$2.6M0.18%
142Vanguard Information Technology ETF92204A7023,524$2.6M0.18%
143Lowe's Companies Inc54866110710,448$2.6M0.18%
144iShares Russell 1000 Value ETF46428759812,775$2.6M0.18%
145iShares Russell 2000 Growth ETF4642876488,020$2.6M0.17%
146Costco Wholesale Corp22160K1052,752$2.5M0.17%
147Amazon.com IncAMZN11,570$2.5M0.17%
148Vanguard Total Stock Market ETF9229087697,726$2.5M0.17%
149Procter & Gamble CO/THE74271810916,456$2.5M0.17%
150Vanguard Short-Term Inflation-Protected Securities ETF92202080549,000$2.5M0.17%
151Eli Lilly & CoLLY3,212$2.5M0.17%
152iShares Russell 1000 Growth ETF4642876145,200$2.4M0.16%
153Apple IncAAPL9,550$2.4M0.16%
154iShares Russell Mid-Cap ETF46428749924,916$2.4M0.16%
155Invesco S&P 500 Equal Weight ETFIVZ12,662$2.4M0.16%
156Workiva IncWK27,819$2.4M0.16%
157Automatic Data Processing IncADP8,146$2.4M0.16%
158Vanguard High Dividend Yield ETF92194640616,900$2.4M0.16%
159Oracle CORPORCL-PD8,450$2.4M0.16%
160Hawkins IncHWKN13,000$2.4M0.16%
161iShares Russell 2000 Value ETF46428763013,283$2.3M0.16%
162Vanguard Dividend Appreciation ETF92190884410,759$2.3M0.16%
163Vanguard Total World Stock ETF92204274216,705$2.3M0.16%
164iShares Core MSCI International Developed Markets ETF46435G32628,330$2.3M0.15%
165iShares Russell 3000 ETF4642876895,907$2.2M0.15%
166JPMorgan Core Plus Bond ETF46641Q67046,589$2.2M0.15%
167JPMorgan Chase & CoVYLD6,915$2.2M0.15%
168iShares Russell 1000 Growth ETF4642876144,630$2.2M0.15%
169Berkshire Hathaway IncBRK-A4,300$2.2M0.15%
170Berkshire Hathaway IncBRK-A4,261$2.1M0.14%
171Oracle CORPORCL-PD7,595$2.1M0.14%
172Microsoft CORPMSFT4,099$2.1M0.14%
173Dell Technologies IncDELL14,815$2.1M0.14%
174Alphabet IncGOOG8,600$2.1M0.14%
175Netflix IncNFLX1,721$2.1M0.14%
176FlexShares STOXX Global Broad Infrastructure Index FundFLEX32,686$2.1M0.14%
177Vanguard Communication Services ETF92204A88410,948$2.1M0.14%
178JPMorgan Chase & CoVYLD6,500$2.1M0.14%
179Apple IncAAPL8,005$2.0M0.14%
180Qualcomm INCQCOM12,175$2.0M0.14%
181iShares MSCI EAFE ETF46428746521,624$2.0M0.14%
182Visa IncV5,877$2.0M0.14%
183Microsoft CORPMSFT3,840$2.0M0.13%
184Eli Lilly & CoLLY2,581$2.0M0.13%
185Vanguard S&P 500 ETF9229083633,210$2.0M0.13%
186AbbVie INCABBV8,338$1.9M0.13%
187Honeywell International Inc4385161069,016$1.9M0.13%
188Alphabet IncGOOG7,744$1.9M0.13%
189Home Depot Inc/TheHD4,591$1.9M0.13%
190iShares Core S&P Small-Cap ETF46428780415,597$1.9M0.13%
191Mastercard IncMA3,182$1.8M0.12%
192JPMorgan Chase & CoVYLD5,731$1.8M0.12%
193Palo Alto Networks IncPANW8,826$1.8M0.12%
194Consumer Staples Select Sector SPDR Fund81369Y30822,600$1.8M0.12%
195AbbVie INCABBV7,638$1.8M0.12%
196iShares MBS ETF46428858818,500$1.8M0.12%
197iShares Core S&P Small-Cap ETF46428780414,691$1.7M0.12%
198Alphabet IncGOOG7,063$1.7M0.12%
199Vanguard FTSE Developed Markets ETF92194385828,465$1.7M0.12%
200Home Depot Inc/TheHD4,125$1.7M0.11%
201Advanced Micro Devices IncAMD10,278$1.7M0.11%
202Vanguard High Dividend Yield ETF92194640611,780$1.7M0.11%
203American Express CoAXP4,940$1.6M0.11%
204Industrial Select Sector SPDR Fund81369Y70410,602$1.6M0.11%
205Target CorpTGT18,196$1.6M0.11%
206Ameriprise Financial Inc03076C1063,304$1.6M0.11%
207Vanguard Value ETF9229087448,680$1.6M0.11%
208Medtronic PLCMDT16,970$1.6M0.11%
209Piper Sandler CosPIPR4,643$1.6M0.11%
210Invesco Nasdaq 100 ETFIVZ6,470$1.6M0.11%
211Costco Wholesale Corp22160K1051,723$1.6M0.11%
212Vanguard Total Stock Market ETF9229087694,708$1.5M0.10%
213NextEra Energy IncNEE-PW20,307$1.5M0.10%
214iShares Russell 1000 Value ETF4642875987,473$1.5M0.10%
215Johnson & JohnsonJNJ8,203$1.5M0.10%
216iShares Core S&P Mid-Cap ETF46428750723,185$1.5M0.10%
217JPMorgan Chase & CoVYLD4,728$1.5M0.10%
218IDACORP IncIDA11,255$1.5M0.10%
219American Express CoAXP4,450$1.5M0.10%
220Meta Platforms IncMETA2,000$1.5M0.10%
221Alphabet IncGOOG6,020$1.5M0.10%
222Palo Alto Networks IncPANW7,140$1.5M0.10%
223Netflix IncNFLX1,207$1.4M0.10%
224Procter & Gamble CO/THE7427181099,323$1.4M0.10%
225Home Depot Inc/TheHD3,527$1.4M0.10%
226iShares Core S&P 500 ETF4642872002,116$1.4M0.10%
227Automatic Data Processing IncADP4,825$1.4M0.10%
228Bank of America Corp06050510427,442$1.4M0.10%
229Vanguard FTSE Developed Markets ETF92194385823,580$1.4M0.10%
230Walmart IncWMT13,597$1.4M0.09%
231Johnson & JohnsonJNJ7,556$1.4M0.09%
232Robinhood Markets Inc7707001029,780$1.4M0.09%
233iShares Core MSCI Emerging Markets ETF46434G10321,114$1.4M0.09%
234Vanguard FTSE Emerging Markets ETF92204285825,594$1.4M0.09%
235Walt Disney Co/The25468710611,894$1.4M0.09%
236Nordson CorpNDSN6,000$1.4M0.09%
237Vanguard FTSE Emerging Markets ETF92204285825,000$1.4M0.09%
238Microsoft CORPMSFT2,587$1.3M0.09%
239Cadence Design Systems INCCDNS3,807$1.3M0.09%
240Walmart IncWMT12,845$1.3M0.09%
241Alphabet IncGOOG5,425$1.3M0.09%
242SPDR S&P 500 ETF TrustSPY1,952$1.3M0.09%
243ASML Holding NVASMLF1,339$1.3M0.09%
244Vanguard Total International Stock ETF92190976817,472$1.3M0.09%
245American Superconductor CorpAMSC21,611$1.3M0.09%
246JPMorgan Mortgage-Backed Securities ETF46654Q57524,895$1.3M0.09%
247WisdomTree US LargeCap Dividend FundWT14,404$1.3M0.08%
248Amazon.com IncAMZN5,686$1.2M0.08%
249ARM Holdings PLC0420682058,775$1.2M0.08%
250Energy Select Sector SPDR Fund81369Y50613,836$1.2M0.08%
251American Express CoAXP3,717$1.2M0.08%
252Vanguard Tax-Exempt Bond Index ETF92290774624,644$1.2M0.08%
253Vanguard Information Technology ETF92204A7021,650$1.2M0.08%
254Exxon Mobil CorpXOM10,916$1.2M0.08%
255Vanguard Industrials ETF92204A6034,150$1.2M0.08%
256iShares Core U.S. Aggregate Bond ETF46428722612,228$1.2M0.08%
257Apple IncAAPL4,800$1.2M0.08%
258Casey's General Stores Inc1475281032,155$1.2M0.08%
259Abbott LaboratoriesABLZF9,088$1.2M0.08%
260Johnson & JohnsonJNJ6,555$1.2M0.08%
261Vanguard Ultra Short Bond ETF92203C30324,212$1.2M0.08%
262Broadcom INCAVGO3,655$1.2M0.08%
263Financial Select Sector SPDR Fund81369Y60522,376$1.2M0.08%
264Abbott LaboratoriesABLZF8,970$1.2M0.08%
265PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R83311,918$1.2M0.08%
266Procter & Gamble CO/THE7427181097,796$1.2M0.08%
267Visa IncV3,505$1.2M0.08%
268SPDR S&P 500 ETF TrustSPY1,789$1.2M0.08%
269Piper Sandler CosPIPR3,433$1.2M0.08%
270Vanguard S&P 500 ETF9229083631,940$1.2M0.08%
271Vanguard Tax-Exempt Bond Index ETF92290774623,479$1.2M0.08%
272Generac Holdings IncGNRC7,010$1.2M0.08%
273Oracle CORPORCL-PD4,163$1.2M0.08%
274Marriott International Inc/MD5719032024,489$1.2M0.08%
275Advanced Micro Devices IncAMD7,079$1.1M0.08%
276iShares MSCI EAFE ETF46428746512,220$1.1M0.08%
277Vanguard FTSE Emerging Markets ETF92204285821,000$1.1M0.08%
278iShares S&P 500 Growth ETF4642873099,423$1.1M0.08%
279iShares MSCI Japan ETF46434G82213,964$1.1M0.08%
280Alphabet IncGOOG4,570$1.1M0.08%
281Jacobs Solutions IncJ7,380$1.1M0.07%
282Vanguard FTSE Developed Markets ETF92194385818,416$1.1M0.07%
283Berkshire Hathaway IncBRK-A2,194$1.1M0.07%
284McDonald's CORPMCD3,620$1.1M0.07%
285Vanguard Growth ETF9229087362,280$1.1M0.07%
286AstraZeneca PLCAZN14,147$1.1M0.07%
287New Mountain Finance Corp647551100112,410$1.1M0.07%
288PACCAR IncPCAR10,874$1.1M0.07%
289SPDR S&P MidCap 400 ETF TrustMDY1,790$1.1M0.07%
290JPMorgan BetaBuilders Japan ETF46641Q21716,008$1.1M0.07%
291Microsoft CORPMSFT2,035$1.1M0.07%
292Honeywell International Inc4385161064,983$1.0M0.07%
293Progressive Corp7433151034,224$1.0M0.07%
294Abbott LaboratoriesABLZF7,778$1.0M0.07%
295iShares Russell 1000 ETF4642876222,840$1.0M0.07%
296JPMorgan Municipal ETF46641Q64720,550$1.0M0.07%
297BlackRock IncBLK889$1.0M0.07%
298Amazon.com IncAMZN4,680$1.0M0.07%
299Vanguard FTSE All World ex-US Small-Cap ETF9220427187,185$1.0M0.07%
300SPDR Portfolio Developed World ex-US ETF78463X88923,782$1.0M0.07%
301Caterpillar IncCAT2,114$1.0M0.07%
302Palantir Technologies IncPLTR5,518$1.0M0.07%
303Dimensional US High Profitability ETF25434V83126,404$997,2790.07%
304American Express CoAXP2,996$995,1510.07%
305Vanguard Russell 2000 ETF92206C66410,163$994,1450.07%
306Coca-Cola CoKO14,943$991,0200.07%
307Vanguard International Dividend Appreciation ETF92194681011,000$985,2700.07%
308Mastercard IncMA1,726$981,7660.07%
309Xcel Energy IncXELLL12,159$980,6230.07%
310iShares National Muni Bond ETF4642884149,170$976,5130.07%
311iShares MSCI USA Quality Factor ETF46432F3395,003$973,0840.07%
312iShares MSCI USA Equal Weighted ETF4642866819,422$970,1830.07%
3133M CoMMM6,243$968,7890.07%
314Dimensional International Value ETF25434V80720,828$960,5870.07%
315iShares MSCI USA Quality Factor ETF46432F3394,933$959,4680.06%
316Bank of America Corp06050510418,587$958,9030.06%
317iShares Core S&P 500 ETF4642872001,432$958,4380.06%
318Vanguard Financials ETF92204A4057,300$958,0520.06%
319Vanguard Real Estate ETF92290855310,413$951,9560.06%
320Cisco Systems IncCSCO13,910$951,7220.06%
321Vanguard FTSE Europe ETF92204287411,924$951,5350.06%
322AbbVie INCABBV4,094$947,9250.06%
323Palantir Technologies IncPLTR5,163$941,8340.06%
324Schwab International Equity ETF80852480540,388$940,2330.06%
325Cintas CorpCTAS4,539$931,6750.06%
326Cisco Systems IncCSCO13,588$929,6910.06%
327Chevron CORPCVX5,976$928,0130.06%
328iShares Russell 1000 ETF4642876222,538$927,5880.06%
329Costco Wholesale Corp22160K1051,000$925,6300.06%
330iShares Russell 2000 ETF4642876553,806$920,9000.06%
331Granite Construction IncGVA8,372$917,9900.06%
332nLight IncLASR30,905$915,7150.06%
333Automatic Data Processing IncADP3,110$912,6630.06%
334PepsiCo IncPEP6,474$909,2090.06%
335Vanguard FTSE Emerging Markets ETF92204285816,731$906,4860.06%
336Berkshire Hathaway IncBRK-A1,800$904,9320.06%
337Invesco RAFI US 1000 ETFIVZ20,000$904,2000.06%
338Vanguard Growth ETF9229087361,881$902,1460.06%
339Invesco QQQ Trust Series 1IVZ1,498$899,3540.06%
340iShares Russell 1000 Growth ETF4642876141,916$897,4740.06%
341GE Aerospace3696043012,979$896,1430.06%
342Qualcomm INCQCOM5,385$895,8490.06%
343Vanguard FTSE Developed Markets ETF92194385814,777$885,4380.06%
344iShares MSCI EAFE Small-Cap ETF46428827311,528$884,4280.06%
345Dimensional International High Profitability ETF25434V76529,045$882,8230.06%
346VanEck Gold Miners ETF/USA92189F10611,538$881,5030.06%
347Ecolab IncECL3,215$880,4600.06%
348Walmart IncWMT8,543$880,4420.06%
349iShares TIPS Bond ETF4642871767,900$878,6380.06%
350JPMorgan Chase & CoVYLD2,784$878,1570.06%
351iShares Russell 2000 ETF4642876553,610$873,4760.06%
352Wells Fargo & Co94974610110,394$871,2250.06%
353iShares S&P 500 Value ETF4642874084,211$869,6140.06%
354ASML Holding NVASMLF897$868,3770.06%
355Tesla IncTSLA1,934$860,0880.06%
356Vanguard Intermediate-Term Treasury ETF92206C70614,318$859,5100.06%
357Schwab Fundamental U.S. Small Company ETF80852476327,462$855,7160.06%
358RTX CorpRTX5,088$851,3750.06%
359Walt Disney Co/The2546871067,424$850,0480.06%
360SPDR Gold SharesGLD2,371$842,8190.06%
361Berkshire Hathaway IncBRK-A1,670$839,5760.06%
362Home Depot Inc/TheHD2,061$835,0970.06%
363iShares Core MSCI Emerging Markets ETF46434G10312,666$834,9430.06%
364Microsoft CORPMSFT1,612$834,9350.06%
365Bank of America Corp 7.25 percent060505682652$834,0800.06%
366Vanguard Mid-Cap ETF9229086292,819$828,0530.06%
367McDonald's CORPMCD2,722$827,1890.06%
368Dycom Industries Inc2674751012,832$826,2640.06%
369UnitedHealth Group INCUNH2,384$823,1950.06%
370Communication Services Select Sector SPDR Fund81369Y8526,944$821,9610.06%
371Dell Technologies IncDELL5,772$818,2960.06%
372Morgan StanleyMS-PQ5,147$818,1670.06%
373Novartis AGNVSEF6,358$815,3500.06%
374HSBC Holdings PLCHBCYF11,464$813,7150.06%
375Roper Technologies IncROP1,620$807,8780.05%
376SPDR Portfolio S&P 400 Mid Cap ETF78464A84714,024$802,0330.05%
377Chevron CORPCVX5,160$801,2890.05%
378Emerson Electric CoEMR6,098$799,9360.05%
379Cloudflare IncNET3,710$796,1290.05%
380iShares Currency Hedged MSCI EAFE ETF46434V80320,000$792,2000.05%
381Labcorp Holdings IncLH2,755$790,8500.05%
382Technology Select Sector SPDR Fund81369Y8032,800$789,2080.05%
383NXP Semiconductors NVNXPI3,465$789,0840.05%
384iShares MSCI KLD 400 Social ETF4642885706,265$789,0770.05%
385iShares ESG Aware MSCI USA Small-Cap ETF46435U66317,500$788,9000.05%
386Corning IncGLW9,599$787,4060.05%
387O'Reilly Automotive Inc67103H1077,272$784,0030.05%
388Dimensional US Large Cap Value ETF25434V66623,815$783,5140.05%
389Alphabet IncGOOG3,212$782,2830.05%
390Vanguard Value ETF9229087444,167$777,1040.05%
391RTX CorpRTX4,620$773,0650.05%
392US BancorpUSB-PS15,915$769,1720.05%
393Wells Fargo & Co9497461019,174$768,9650.05%
394Amgen IncAMGN2,723$768,4310.05%
395Apple IncAAPL3,007$765,6720.05%
396Vanguard Small-Cap ETF9229087513,007$764,6200.05%
397Caterpillar IncCAT1,598$762,4860.05%
398Goldman Sachs Group Inc/TheGSCE948$754,9400.05%
399Apple IncAAPL2,954$752,1770.05%
400Goldman Sachs Access Municipal Bond ETFNVGLF14,839$747,9600.05%
401Salesforce IncCRM3,138$743,7060.05%
402PepsiCo IncPEP5,295$743,6300.05%
403Intuit IncINTU1,086$741,6400.05%
404Eaton Corp PLCETN1,969$736,8980.05%
405Novartis AGNVSEF5,730$734,8150.05%
406Alphabet IncGOOG3,020$734,1620.05%
407VanEck High Yield Muni ETF92189H40914,377$731,7890.05%
408SPDR S&P 500 ETF TrustSPY1,095$729,4670.05%
409Alphabet IncGOOG3,000$729,3000.05%
410International Business Machines CorpINTR2,568$724,5870.05%
411Air Products and Chemicals IncAIIR2,645$721,3440.05%
412Micron Technology IncMU4,301$719,6430.05%
413JPMorgan Chase & CoVYLD2,279$718,8650.05%
414Goldman Sachs Group Inc/TheGSCE901$717,5110.05%
415Linde PLCLIN1,507$715,8250.05%
416AstraZeneca PLCAZN9,326$715,4910.05%
417Dimensional US Marketwide Value ETF25434V72416,000$715,0400.05%
418Morgan StanleyMS-PQ4,496$714,6840.05%
419Adobe IncADBE2,010$709,0280.05%
420Merck & Co IncMRK8,439$708,2850.05%
421Exxon Mobil CorpXOM6,234$702,8840.05%
422iShares National Muni Bond ETF4642884146,595$702,3020.05%
423NVIDIA CorpNVDA3,761$701,7270.05%
424Mastercard IncMA1,233$701,3430.05%
425iShares National Muni Bond ETF4642884146,573$699,9590.05%
426Honeywell International Inc4385161063,325$699,9120.05%
427Apple IncAAPL2,739$697,4320.05%
428Booking Hldgs IncBKNG129$696,5060.05%
429MasTec IncMTZ3,265$694,8250.05%
430Dimensional Emerging Markets Value ETF25434V74021,719$692,6190.05%
431Alphabet IncGOOG2,843$692,4130.05%
432Dimensional US Targeted Value ETF25434V60911,833$688,7990.05%
433McDonald's CORPMCD2,263$687,7030.05%
434T-Mobile US INCTMUSZ2,868$686,5420.05%
435Lowe's Companies Inc5486611072,730$686,0760.05%
436Sony Group CorpSNEJF23,780$684,6260.05%
437Microsoft CORPMSFT1,311$679,0320.05%
438Bank of Montreal0636711015,200$677,3000.05%
439iShares National Muni Bond ETF4642884146,345$675,6790.05%
440Bank of America Corp06050510413,093$675,4680.05%
441Progressive Corp7433151032,735$675,4080.05%
442AbbVie INCABBV2,904$672,3920.05%
443Microsoft CORPMSFT1,298$672,2990.05%
444Coca-Cola CoKO10,128$671,6890.05%
445Sumitomo Mitsui Financial Group Inc86562M20940,037$670,2190.05%
446NextEra Energy IncNEE-PW8,818$665,6710.05%
447Qualcomm INCQCOM4,000$665,4400.05%
448GE Vernova IncGEV1,080$664,0920.04%
449JPMorgan Chase & CoVYLD2,105$663,9800.04%
450Amgen IncAMGN2,352$663,7340.04%
451iShares iBonds Dec 2028 Term Corporate ETF46435U51526,000$663,5200.04%
452Abbott LaboratoriesABLZF4,915$658,3150.04%
453RTX CorpRTX3,913$654,7620.04%
454AbbVie INCABBV2,825$654,1000.04%
455iShares Core MSCI Emerging Markets ETF46434G1039,922$654,0580.04%
456Marvell Technology IncMRVL7,770$653,2240.04%
457Natwest Group Adr Rep 2 OrdRBSPF45,988$650,7300.04%
458iShares Core MSCI Emerging Markets ETF46434G1039,846$649,0480.04%
459Union Pacific CorpUNP2,745$648,8360.04%
460iShares MSCI USA Min Vol Factor ETF46429B6976,800$646,9520.04%
461Cisco Systems IncCSCO9,450$646,5690.04%
462Wells Fargo & Co9497461017,710$646,2520.04%
463ServiceNow IncNOW700$644,1960.04%
464Charles Schwab CorpSCHW-PJ6,742$643,6590.04%
465Ecolab IncECL2,344$641,9280.04%
466Charles Schwab CorpSCHW-PJ6,721$641,6540.04%
467Bloom Energy CorpBE7,582$641,2100.04%
468Motorola Solutions IncMSI1,401$640,6630.04%
469Cisco Systems IncCSCO9,333$638,5640.04%
470Enterprise Products Partners LP29379210720,403$638,0020.04%
471Home Depot Inc/TheHD1,570$636,1480.04%
472iShares iBonds Dec 2027 Term Corporate ETF46435UAA926,000$632,8400.04%
473iShares iBonds Dec 2026 Term Corporate ETF46435GAA026,000$631,8000.04%
474Alibaba Group Holding LtdBBAAY3,530$630,9170.04%
475Lennar CorpLEN-B5,005$630,8300.04%
476Schwab U.S. Large-Cap Growth ETF80852430019,720$629,2650.04%
477Elevance Health IncELV1,945$628,4680.04%
478Adobe IncADBE1,775$626,1310.04%
479Alaska Air Group IncALK12,491$621,8020.04%
480Visa IncV1,814$619,2630.04%
481Walt Disney Co/The2546871065,387$616,8120.04%
482SAP SESAPGF2,308$616,7210.04%
483Health Care Select Sector SPDR Fund81369Y2094,430$616,5230.04%
484Philip Morris International Inc7181721093,791$614,9000.04%
485Medtronic PLCMDT6,444$613,7270.04%
486Alphabet IncGOOG2,517$611,8830.04%
487iShares iBonds Dec 2029 Term Corporate ETF46436E20526,000$610,2200.04%
488FlexShares iBoxx 3-Year Target Duration TIPS Index FundFLEX25,000$608,2500.04%
489Sony Group CorpSNEJF21,115$607,9010.04%
490Merck & Co IncMRK7,235$607,2340.04%
491SAP SESAPGF2,265$605,2310.04%
492iShares Russell 2000 ETF4642876552,500$604,9000.04%
493Broadcom INCAVGO1,833$604,6060.04%
494iShares Broad USD High Yield Corporate Bond ETF46435U85316,000$604,4800.04%
495American Express CoAXP1,815$602,8700.04%
496Johnson & JohnsonJNJ3,245$601,6880.04%
497Sysco CorpSYY7,306$601,5760.04%
498General Mills Inc37033410411,915$600,7540.04%
499Norfolk Southern Corp6558441081,994$599,0180.04%
500Vanguard Consumer Staples ETF92204A2072,800$598,4440.04%