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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 (Amended)

PATHSTONE FAMILY OFFICE, LLC

Quarter ended Q4 2023 · Filed October 24, 2023 · Accession 0001085146-23-003870

Total Value
$4.54B
Positions
1,060
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,130,542$428.6M9.82%
2VANGUARD INDEX FDS9229086371,034,302$178.3M4.08%
3COCA COLA COKO2,729,137$171.7M3.93%
4VANGUARD TAX-MANAGED INTL FD9219438583,759,151$153.4M3.51%
5APPLE INCAAPL879,211$120.2M2.75%
6ISHARES TR4642878041,079,192$99.7M2.28%
7ISHARES TR4642886461,972,493$99.7M2.28%
8SPDR INDEX SHS FDS78463X8893,349,267$96.6M2.21%
9SPDR S&P 500 ETF TRSPY255,806$96.5M2.21%
10TESLA INCTSLA133,659$90.0M2.06%
11LOWES COS INC548661107497,814$87.0M1.99%
12VANGUARD INDEX FDS922908769438,884$82.8M1.90%
13DIMENSIONAL ETF TRUST25434V8803,460,856$74.2M1.70%
14MICROSOFT CORPMSFT283,503$72.8M1.67%
15ASGN INCASGN737,962$66.6M1.53%
16VANGUARD INDEX FDS922908751371,903$65.5M1.50%
17SILICON LABORATORIES INCSLAB438,030$61.4M1.41%
18DIMENSIONAL ETF TRUST25434V1042,316,624$61.2M1.40%
19VANGUARD INDEX FDS922908629308,822$60.8M1.39%
20ISHARES TR464287507267,310$60.5M1.39%
21BERKSHIRE HATHAWAY INC DELBRK-A142$58.1M1.33%
22ISHARES TR46432F842968,185$57.0M1.31%
23ISHARES TR464287457641,121$53.1M1.22%
24PLAINS ALL AMERN PIPELINE L7265031055,189,237$51.0M1.17%
25VANGUARD INDEX FDS922908736226,736$50.5M1.16%
26VANGUARD INDEX FDS922908744365,086$48.1M1.10%
27ISHARES TR464287598316,883$45.9M1.05%
28DIMENSIONAL ETF TRUST25434V7241,411,389$44.6M1.02%
29INVESCO EXCH TRADED FD TR IIIVZ2,067,351$41.9M0.96%
30VANGUARD INDEX FDS922908363117,066$40.6M0.93%
31DIMENSIONAL ETF TRUST25434V2031,675,300$40.4M0.93%
32ISHARES TR464288414355,981$37.9M0.87%
33ISHARES INC46434G103733,258$36.0M0.82%
34ISHARES TR464288158309,691$32.4M0.74%
35AMAZON COM INCAMZN287,093$30.5M0.70%
36VANGUARD SPECIALIZED FUNDS921908844210,967$30.3M0.69%
37VANGUARD INDEX FDS922908553311,057$28.3M0.65%
38ISHARES TR464287150328,424$27.5M0.63%
39ISHARES TR46429B366569,033$27.4M0.63%
40SPDR INDEX SHS FDS78463X509776,462$27.0M0.62%
41ALPHABET INCGOOG11,687$25.5M0.58%
42MARRIOTT INTL INC NEW571903202174,728$23.8M0.54%
43DIMENSIONAL ETF TRUST25434V807809,208$23.4M0.54%
44AMERICAN CENTY ETF TR025072877330,697$22.6M0.52%
45VANGUARD CHARLOTTE FDS92203J407438,542$21.7M0.50%
46UNITEDHEALTH GROUP INCUNH37,887$19.5M0.45%
47ALPHABET INCGOOG8,731$19.1M0.44%
48ISHARES TR464287234460,574$18.5M0.42%
49MERCK & CO INCMRK194,955$17.8M0.41%
50MARRIOTT VACATIONS WORLDWIDEVAC152,352$17.7M0.41%
51VANGUARD INTL EQUITY INDEX F922042858414,895$17.3M0.40%
52ISHARES TR464287465267,705$16.7M0.38%
53ROBERT HALF INTL INCRHI207,077$15.5M0.36%
54ISHARES TR464288588157,223$15.3M0.35%
55HOME DEPOT INCHD54,984$15.1M0.35%
56INVESCO EXCHANGE TRADED FD TIVZ105,204$14.1M0.32%
57DIMENSIONAL ETF TRUST25434V609350,772$14.1M0.32%
58TJX COS INC NEW872540109229,392$12.8M0.29%
59ISHARES INC464286756396,493$12.1M0.28%
60DIMENSIONAL ETF TRUST25434V302516,607$12.0M0.27%
61VISA INCV57,106$11.2M0.26%
62ISHARES INC464286103527,539$11.2M0.26%
63ISHARES INC464286749259,140$10.8M0.25%
64NVIDIA CORPORATIONNVDA69,559$10.5M0.24%
65ISHARES TR464288257121,678$10.2M0.23%
66DISNEY WALT CO254687106106,933$10.1M0.23%
67INVESCO EXCHANGE TRADED FD TIVZ64,512$9.6M0.22%
68ISHARES TR46432F388104,866$9.5M0.22%
69EASTGROUP PPTYS INC27727610161,329$9.5M0.22%
70PROCTER AND GAMBLE CO74271810964,400$9.3M0.21%
71ISHARES TR464288273167,226$9.1M0.21%
72VANGUARD STAR FDS921909768169,940$8.8M0.20%
73OLO INC68134L109881,475$8.7M0.20%
74ROYAL BK CDA78008710289,033$8.6M0.20%
75NLIGHT INCLASR814,928$8.3M0.19%
76VANGUARD WHITEHALL FDS92194640679,431$8.1M0.19%
77COSTCO WHSL CORP NEW22160K10516,736$8.0M0.18%
78JOHNSON & JOHNSONJNJ45,157$8.0M0.18%
79CVS HEALTH CORPCVS85,971$8.0M0.18%
80PEPSICO INCPEP46,471$7.7M0.18%
81ISHARES TR46428765545,521$7.7M0.18%
82VERIZON COMMUNICATIONS INCVZ147,103$7.5M0.17%
83VANGUARD INTL EQUITY INDEX F92204271869,636$7.2M0.16%
84MASTERCARD INCORPORATEDMA22,652$7.1M0.16%
85DIMENSIONAL ETF TRUST25434V708300,276$7.0M0.16%
86SCHWAB STRATEGIC TR808524409108,412$6.8M0.16%
87ISHARES TR46428762231,732$6.6M0.15%
88BERKSHIRE HATHAWAY INC DELBRK-A24,145$6.6M0.15%
89INVESCO QQQ TRIVZ23,488$6.6M0.15%
90LPL FINL HLDGS INC50212V10035,631$6.6M0.15%
91VACASA INC91854V1072,245,135$6.5M0.15%
92META PLATFORMS INCMETA38,874$6.3M0.14%
93ISHARES TR46428710134,693$6.0M0.14%
94ABBVIE INCABBV38,557$5.9M0.14%
95INTERNATIONAL BUSINESS MACHSINTR40,695$5.7M0.13%
96ORACLE CORPORCL-PD81,931$5.7M0.13%
97INVESCO ACTVELY MNGD ETC FDIVZ310,886$5.6M0.13%
98TARGET CORPTGT38,307$5.4M0.12%
99TEXAS INSTRS INC88250810434,741$5.3M0.12%
100BURFORD CAP LTDBUR525,310$5.3M0.12%
101ATHIRA PHARMA INC04746L1041,688,840$5.2M0.12%
102SALESFORCE INCCRM30,926$5.1M0.12%
103BK OF AMERICA CORP060505104163,759$5.1M0.12%
104AMERICAN TOWER CORP NEW03027X10019,775$5.1M0.12%
105NIKE INCNKE48,364$5.0M0.11%
106ENERGY TRANSFER L PET-PI491,164$4.9M0.11%
107UNION PAC CORPUNP22,917$4.9M0.11%
108ELEVANCE HEALTH INCELV9,882$4.8M0.11%
109VANGUARD ADMIRAL FDS INC92193270335,437$4.7M0.11%
110COGNITION THERAPEUTICS INCCGTX2,210,377$4.7M0.11%
111EXXON MOBIL CORPXOM54,046$4.6M0.11%
112ACCENTURE PLC IRELANDACN16,464$4.6M0.10%
113LILLY ELI & COLLY14,041$4.6M0.10%
114TRAVELERS COMPANIES INCTRV26,849$4.5M0.10%
115ISHARES TR46428744044,143$4.5M0.10%
116DEERE & CODE14,813$4.4M0.10%
117AMERICAN EXPRESS COAXP31,286$4.3M0.10%
118TAIWAN SEMICONDUCTOR MFG LTD87403910052,840$4.3M0.10%
119BROADCOM INCAVGO8,864$4.3M0.10%
120INTEL CORPINTC112,138$4.2M0.10%
121LINDE PLCLIN14,578$4.2M0.10%
122PFIZER INCPFE79,279$4.2M0.10%
123UNITED PARCEL SERVICE INCUPS22,682$4.1M0.09%
124AT&T INCT-PC195,068$4.1M0.09%
125AMCOR PLCAMCCF323,750$4.0M0.09%
126QUALCOMM INCQCOM31,272$4.0M0.09%
127VANGUARD INDEX FDS92290859520,232$4.0M0.09%
128SOUTHERN COSOMN55,260$3.9M0.09%
129ADOBE SYSTEMS INCORPORATEDADBE10,574$3.9M0.09%
130PNC FINL SVCS GROUP INC69347510524,466$3.9M0.09%
131MATADOR RES COMTDR82,000$3.8M0.09%
132KINSALE CAP GROUP INC49714P10816,619$3.8M0.09%
133VANGUARD INDEX FDS92290861125,253$3.8M0.09%
134AUTOMATIC DATA PROCESSING INADP17,792$3.8M0.09%
135STARBUCKS CORPSBUX48,433$3.7M0.08%
136JPMORGAN CHASE & COVYLD32,767$3.7M0.08%
137ISHARES GOLD TRIAU107,302$3.7M0.08%
138WISDOMTREE TRWT98,358$3.7M0.08%
139CISCO SYS INCCSCO85,639$3.7M0.08%
140MCCORMICK & CO INCMKC-V42,792$3.6M0.08%
141COMCAST CORP NEWCCZ90,229$3.5M0.08%
142CIGNA CORP NEW12552310013,143$3.5M0.08%
143GRAHAM HLDGS COGHM5,909$3.3M0.08%
144ANALOG DEVICES INCADI22,429$3.3M0.08%
145VANGUARD WORLD FD92191073348,880$3.2M0.07%
146SERVICENOW INCNOW6,799$3.2M0.07%
147S&P GLOBAL INCSPGI9,307$3.1M0.07%
148SCHWAB STRATEGIC TR80852479743,422$3.1M0.07%
149MCDONALDS CORPMCD12,525$3.1M0.07%
150PRUDENTIAL FINL INCPUKPF32,124$3.1M0.07%
151CHUBB LIMITEDCB15,378$3.0M0.07%
152ABBOTT LABSABLZF27,411$3.0M0.07%
153BECTON DICKINSON & COBDX12,027$3.0M0.07%
154ALIBABA GROUP HLDG LTDBBAAY25,992$3.0M0.07%
155ENTERPRISE PRODS PARTNERS L293792107120,352$2.9M0.07%
156INTUITINTU7,531$2.9M0.07%
157AMERICAN WTR WKS CO INC NEW03042010319,361$2.9M0.07%
158SYSCO CORPSYY33,813$2.9M0.07%
159PROLOGIS INC.PLDGP24,424$2.9M0.07%
160INVESTMENT MANAGERS SER TR I46144X107109,552$2.9M0.07%
161DANAHER CORPORATION23585110211,312$2.9M0.07%
162BLACKSTONE INCBX31,410$2.9M0.07%
163EMERSON ELEC COEMR35,496$2.8M0.06%
164YUM BRANDS INCYUM24,691$2.8M0.06%
165MORGAN STANLEYMS-PQ36,784$2.8M0.06%
166VANECK ETF TRUST92189F106101,444$2.8M0.06%
167L3HARRIS TECHNOLOGIES INCLHX11,291$2.7M0.06%
168GLOBAL PMTS INC37940X10224,518$2.7M0.06%
169SENTINELONE INCS114,712$2.7M0.06%
170WALMART INCWMT21,987$2.7M0.06%
171SCHWAB CHARLES CORPSCHW-PJ42,014$2.7M0.06%
172EATON CORP PLCETN20,736$2.6M0.06%
173CHEVRON CORP NEWCVX18,036$2.6M0.06%
174AFLAC INCAFL46,065$2.5M0.06%
175LOEWS CORPL42,123$2.5M0.06%
176PALO ALTO NETWORKS INCPANW5,053$2.5M0.06%
177ISHARES TR46434V647102,448$2.5M0.06%
178TRUIST FINL CORP89832Q10952,117$2.5M0.06%
179KROGER COKR52,184$2.5M0.06%
180CROWN CASTLE INTL CORP NEWCCI14,501$2.4M0.06%
181CSX CORPCSX83,732$2.4M0.06%
182DOCUSIGN INCDOCU42,229$2.4M0.06%
183MGM RESORTS INTERNATIONALMGM83,621$2.4M0.06%
184CATERPILLAR INCCAT13,478$2.4M0.06%
185AMERICAN CENTY ETF TR02507270347,023$2.4M0.05%
186APPLIED MATLS INC03822210526,210$2.4M0.05%
187THERMO FISHER SCIENTIFIC INCTMO4,367$2.4M0.05%
188CARMAX INCKMX26,198$2.4M0.05%
189BROWN FORMAN CORPBF-B33,719$2.4M0.05%
190BLACKROCK INCBLK3,810$2.3M0.05%
191US BANCORP DELUSB-PS49,671$2.3M0.05%
192ISHARES TR46428748128,700$2.3M0.05%
193EQUINIX INCEQIX3,426$2.3M0.05%
194ILLINOIS TOOL WKS INC45230810912,293$2.3M0.05%
195HDFC BANK LTDHDB40,461$2.2M0.05%
196PAYPAL HLDGS INCPYPL31,786$2.2M0.05%
197DOLLAR GEN CORP NEW2566771059,040$2.2M0.05%
198MEDTRONIC PLCMDT24,639$2.2M0.05%
199NOVO-NORDISK A SNONOF19,702$2.2M0.05%
200MCKESSON CORPMCK6,683$2.2M0.05%
201ROCKWELL AUTOMATION INCROK10,870$2.2M0.05%
202BOEING COBA-PA15,797$2.2M0.05%
203ASML HOLDING N VASMLF4,528$2.2M0.05%
204SPDR SER TR78468R66323,545$2.2M0.05%
205TRANE TECHNOLOGIES PLCTT16,371$2.1M0.05%
206ISHARES TR46428747320,865$2.1M0.05%
207ISHARES TR4642876149,687$2.1M0.05%
208SPDR SER TR78464A76317,593$2.1M0.05%
209AUTODESK INCADSK12,050$2.1M0.05%
210COLGATE PALMOLIVE COCL25,840$2.1M0.05%
211PACCAR INCPCAR25,112$2.1M0.05%
212PROGRESSIVE CORP74331510317,578$2.0M0.05%
213BLOCK INCBSQKZ33,045$2.0M0.05%
214T-MOBILE US INCTMUSZ15,032$2.0M0.05%
215VANGUARD WORLD FDS92204A7026,174$2.0M0.05%
216BOOKING HOLDINGS INCBKNG1,146$2.0M0.05%
217LOCKHEED MARTIN CORPLMT4,657$2.0M0.05%
218MARSH & MCLENNAN COS INC57174810212,795$2.0M0.05%
219NETFLIX INCNFLX11,209$2.0M0.04%
220HUMANA INCHUM4,165$2.0M0.04%
221VANGUARD SCOTTSDALE FDS92206C40925,334$1.9M0.04%
222UNILEVER PLCUNLYF41,821$1.9M0.04%
223DIGITAL RLTY TR INC25386810314,742$1.9M0.04%
224CME GROUP INCCME9,292$1.9M0.04%
225LAM RESEARCH CORPLRCX4,410$1.9M0.04%
226ADVANCED MICRO DEVICES INCAMD24,156$1.8M0.04%
227ABB LTDABLZF67,820$1.8M0.04%
228PRIMERICA INCPRI15,117$1.8M0.04%
229INTERCONTINENTAL EXCHANGE IN45866F10419,242$1.8M0.04%
230AON PLCAON6,638$1.8M0.04%
231TRACTOR SUPPLY COTSCO9,027$1.7M0.04%
232SHERWIN WILLIAMS COSHW7,744$1.7M0.04%
233MICRON TECHNOLOGY INCMU30,815$1.7M0.04%
234ACTIVISION BLIZZARD INC00507V10921,853$1.7M0.04%
235ROPER TECHNOLOGIES INCROP4,238$1.7M0.04%
2363M COMMM12,884$1.7M0.04%
237ASTRAZENECA PLCAZN25,163$1.7M0.04%
238MAGELLAN MIDSTREAM PRTNRS LP55908010634,447$1.6M0.04%
239EDWARDS LIFESCIENCES CORPEW17,204$1.6M0.04%
240BRISTOL-MYERS SQUIBB COCELG-RI21,097$1.6M0.04%
241METLIFE INCMET-PF25,611$1.6M0.04%
242M & T BK CORP55261F10410,065$1.6M0.04%
243CONOCOPHILLIPSCOP17,644$1.6M0.04%
244SEACOAST BKG CORP FLASE47,805$1.6M0.04%
245FIRST SOLAR INCFSLR23,183$1.6M0.04%
246ENPHASE ENERGY INCENPH8,060$1.6M0.04%
247XYLEM INCXYL19,980$1.6M0.04%
248ARK ETF TR00214Q10438,991$1.6M0.04%
249GRAINGER W W INC3848021043,394$1.5M0.04%
250ISHARES INC46428670750,976$1.5M0.04%
251RAYTHEON TECHNOLOGIES CORPRTX15,856$1.5M0.03%
252ECOLAB INCECL9,864$1.5M0.03%
253NEXTERA ENERGY INCNEE-PW19,488$1.5M0.03%
254HUNT J B TRANS SVCS INC4456581079,514$1.5M0.03%
255HP INCHPQ45,415$1.5M0.03%
256BROOKLINE BANCORP INC DEL11373M107112,328$1.5M0.03%
257QUANTA SVCS INC74762E10211,883$1.5M0.03%
258FIDELITY NATL INFORMATION SV31620M10616,110$1.5M0.03%
259KEYCORP49326710885,623$1.5M0.03%
260MONDELEZ INTL INC60920710523,527$1.5M0.03%
261BJS WHSL CLUB HLDGS INC05550J10123,345$1.5M0.03%
262GOLDMAN SACHS GROUP INCGSCE4,884$1.5M0.03%
263FEDEX CORPFDX6,363$1.4M0.03%
264CONSTELLATION BRANDS INCSTZ6,180$1.4M0.03%
265AMERICOLD REALTY TRUST INCCOLD47,835$1.4M0.03%
266ALLSTATE CORPALL-PJ11,196$1.4M0.03%
267FIRST REP BK SAN FRANCISCO C33616C1009,888$1.4M0.03%
268AMERISOURCEBERGEN CORPCOR10,049$1.4M0.03%
269NOVARTIS AGNVSEF16,715$1.4M0.03%
270DATADOG INCDDOG14,656$1.4M0.03%
271KAYNE ANDERSON ENERGY INFRST486606106166,565$1.4M0.03%
272WASTE MGMT INC DEL94106L1099,083$1.4M0.03%
273PLAINS GP HLDGS L PPAGP134,577$1.4M0.03%
274DEVON ENERGY CORP NEW25179M10325,187$1.4M0.03%
275SOLAREDGE TECHNOLOGIES INCSEDG5,036$1.4M0.03%
276OMNICELL COMOMCL12,078$1.4M0.03%
277LKQ CORPLKQ27,876$1.4M0.03%
278IDEXX LABS INC45168D1043,897$1.4M0.03%
279FORD MTR CO DEL345370860122,306$1.4M0.03%
280CADENCE DESIGN SYSTEM INCCDNS9,014$1.4M0.03%
281QUEST DIAGNOSTICS INCDGX10,145$1.3M0.03%
282INVESCO DB MULTI-SECTOR COMMIVZ73,801$1.3M0.03%
283DECKERS OUTDOOR CORPDECK5,241$1.3M0.03%
284HONEYWELL INTL INC4385161067,665$1.3M0.03%
285DOLLAR TREE INCDLTR8,509$1.3M0.03%
286EXPEDITORS INTL WASH INC30213010913,474$1.3M0.03%
287TE CONNECTIVITY LTDTEL11,605$1.3M0.03%
288MONSTER BEVERAGE CORP NEWMNST14,038$1.3M0.03%
289HERSHEY COHSY6,034$1.3M0.03%
290MOODYS CORPMCO4,770$1.3M0.03%
291TIDAL ETF TR88636460366,300$1.3M0.03%
292PROSHARES TR74347B20149,165$1.3M0.03%
293ELECTRONIC ARTS INCEA10,488$1.3M0.03%
294SONY GROUP CORPORATIONSNEJF15,529$1.3M0.03%
295WELLTOWER INCWELL15,392$1.3M0.03%
296WOLFSPEED INCWOLF19,862$1.3M0.03%
297VERTEX PHARMACEUTICALS INCVRTX4,471$1.3M0.03%
298WELLS FARGO CO NEW94974610131,699$1.2M0.03%
299FLOWERS FOODS INCFLO47,122$1.2M0.03%
300ISHARES TR46434V87824,681$1.2M0.03%
301SVB FINANCIAL GROUP78486Q1013,100$1.2M0.03%
302VANGUARD SCOTTSDALE FDS92206C68021,730$1.2M0.03%
303WABTEC92974010814,891$1.2M0.03%
304LHC GROUP INC50187A1077,828$1.2M0.03%
305TIDAL ETF TR88636487684,451$1.2M0.03%
306TWITTER INC90184L10232,121$1.2M0.03%
307AMGEN INCAMGN4,927$1.2M0.03%
308LINCOLN ELEC HLDGS INC5339001069,563$1.2M0.03%
309FORTINET INCFTNT20,852$1.2M0.03%
310ISHARES INC46428625127,343$1.2M0.03%
311FISERV INCFISV13,041$1.2M0.03%
312AMERIPRISE FINL INC03076C1064,877$1.2M0.03%
313AMERICAN CENTY ETF TR02507260422,158$1.2M0.03%
314AMPHENOL CORP NEW03209510117,503$1.1M0.03%
315UBS GROUP AGUBS70,075$1.1M0.03%
316AIR PRODS & CHEMS INCAIIR4,666$1.1M0.03%
317PACKAGING CORP AMER6951561098,099$1.1M0.03%
318GSK PLCGLAXF25,362$1.1M0.03%
319ISHARES TR46434V62123,145$1.1M0.03%
320INTERNATIONAL FLAVORS&FRAGRA4595061019,212$1.1M0.03%
321SMUCKER J M CO8326964058,573$1.1M0.03%
322AMICUS THERAPEUTICS INCFOLD101,911$1.1M0.03%
323MICROCHIP TECHNOLOGY INC.MCHPP18,825$1.1M0.03%
324VANGUARD SCOTTSDALE FDS92206C66415,826$1.1M0.02%
325STRYKER CORPORATIONSYK5,426$1.1M0.02%
326DISCOVER FINL SVCS25470910811,381$1.1M0.02%
327ILLUMINA INCILMN5,835$1.1M0.02%
328WEYERHAEUSER CO MTN BEWY32,416$1.1M0.02%
329NORFOLK SOUTHN CORP6558441084,714$1.1M0.02%
330HANNON ARMSTRONG SUST INFR C41068X10028,297$1.1M0.02%
331ISHARES TR46428880213,230$1.1M0.02%
332MOSAIC CO NEWMOS22,558$1.1M0.02%
333AFFILIATED MANAGERS GROUP INMGRE9,073$1.1M0.02%
334HSBC HLDGS PLCHBCYF32,304$1.1M0.02%
335PARKER-HANNIFIN CORPPH4,273$1.1M0.02%
336STERIS PLCSTE5,013$1.0M0.02%
337DOMINION ENERGY INCD12,898$1.0M0.02%
338VANGUARD SCOTTSDALE FDS92206C7305,974$1.0M0.02%
339SOFI TECHNOLOGIES INCSOFI193,660$1.0M0.02%
340UBER TECHNOLOGIES INCUBER49,855$1.0M0.02%
341MOLSON COORS BEVERAGE COTAP-A18,630$1.0M0.02%
342ANSYS INC03662Q1054,205$1.0M0.02%
343ZOETIS INCZTS5,842$1.0M0.02%
344IQVIA HLDGS INCIQV4,626$1.0M0.02%
345SONOCO PRODS CO83549510217,394$992,1540.02%
346FIVE BELOW INCFIVE8,745$991,8320.02%
347PHILIP MORRIS INTL INC7181721099,985$985,5490.02%
348SELECT SECTOR SPDR TR81369Y8037,712$980,2290.02%
349TRANSDIGM GROUP INCTDG1,822$977,8130.02%
350ZENDESK INC98936J10113,147$973,6500.02%
351VANGUARD BD INDEX FDS92193783512,916$972,0410.02%
352SIMON PPTY GROUP INC NEW8288061099,993$960,9200.02%
353EOG RES INCEOG8,693$960,1530.02%
354AZENTA INCAZTA13,233$954,0990.02%
355PALANTIR TECHNOLOGIES INCPLTR104,530$948,0870.02%
356TERADYNE INCTER10,567$946,6940.02%
357PERMIAN BASIN RTY TR71423610656,820$940,0000.02%
358HENRY JACK & ASSOC INC4262811015,208$937,0830.02%
359CORNING INCGLW29,691$935,1690.02%
360PARAMOUNT GLOBAL92556H20637,609$934,6900.02%
361WEST PHARMACEUTICAL SVSC INC9553061053,077$930,5700.02%
362CAMPBELL SOUP COCPB19,302$927,4610.02%
363AMERICAN INTL GROUP INC02687478417,892$914,4690.02%
364RIVIAN AUTOMOTIVE INCRIVN35,442$912,6850.02%
365ARISTA NETWORKS INCANET9,735$912,0990.02%
366COCA-COLA EUROPACIFIC PARTNECCEP17,629$909,8320.02%
367SUNRUN INCRUN38,867$907,9320.02%
368ULTA BEAUTY INCULTA2,349$905,4930.02%
369AVALONBAY CMNTYS INCAWX4,623$904,4200.02%
370NORTHROP GRUMMAN CORPNOC1,887$903,3400.02%
371ALTRIA GROUP INCMO21,598$901,6850.02%
372INVESCO EXCH TRADED FD TR IIIVZ45,793$897,5510.02%
373LUMEN TECHNOLOGIES INCLUMN82,178$896,3800.02%
374CITRIX SYS INC1773761009,178$892,3260.02%
375MINERALS TECHNOLOGIES INCMTX14,539$891,8220.02%
376SK TELECOM LTDSKM39,515$881,9750.02%
377VANGUARD SCOTTSDALE FDS92206C71413,813$877,5430.02%
378ORMAT TECHNOLOGIES INCORA11,195$877,1280.02%
379BANK NEW YORK MELLON CORP06405810021,012$876,0480.02%
380ALEXANDRIA REAL ESTATE EQ IN0152711095,992$875,2260.02%
381DIMENSIONAL ETF TRUST25434V50018,227$874,8960.02%
382V F CORPVFC19,737$872,0610.02%
383CROWDSTRIKE HLDGS INCCRWD5,171$871,6240.02%
384ISHARES TR46435U85325,041$866,9220.02%
385UMPQUA HLDGS CORP90421410351,466$863,0850.02%
386LAMB WESTON HLDGS INCLW12,058$861,5840.02%
387ATMOS ENERGY CORPATO7,684$861,5340.02%
388CUMMINS INCCMI4,445$860,7270.02%
389WEBSTER FINL CORP94789010920,409$860,5550.02%
390CABLE ONE INCCABO665$857,3220.02%
391AKAMAI TECHNOLOGIES INCAKAM9,383$856,7890.02%
392TWILIO INCTWLO10,070$843,9650.02%
393ISHARES TR4642876306,167$839,8140.02%
394KB HOMEKBH29,385$836,7360.02%
395SCHWAB STRATEGIC TR80852420118,695$834,9380.02%
396GLOBAL X FDS37954Y87144,617$828,0840.02%
397ISHARES TR46428749912,769$825,6430.02%
398KILROY RLTY CORP49427F10815,570$821,8850.02%
399LUMENTUM HLDGS INCLITE10,337$821,2130.02%
400BOSTON SCIENTIFIC CORPBSX22,009$820,3110.02%
401FORTIVE CORPFTV15,021$816,4860.02%
402SPDR S&P MIDCAP 400 ETF TRMDY1,962$811,2670.02%
403EBAY INC.EBAY19,435$810,1840.02%
404BAIN CAP SPECIALTY FIN INC05684B10759,487$809,6190.02%
405NXP SEMICONDUCTORS N VNXPI5,404$802,9490.02%
406ACUITY BRANDS INCAYI5,159$794,6920.02%
407CARRIER GLOBAL CORPORATIONCARR22,157$791,2530.02%
408CENTENE CORP DELCNC9,344$790,4280.02%
409TOPBUILD CORPBLD4,685$783,2730.02%
410ATLASSIAN CORP PLCTEAM4,178$782,9740.02%
411DIMENSIONAL ETF TRUST25434V87217,909$781,1910.02%
412VALLEY NATL BANCORP91979410774,671$777,3250.02%
413YUM CHINA HLDGS INCYUMC16,016$776,6410.02%
414APTARGROUP INCATR7,519$776,2710.02%
415TETRA TECH INC NEWTTEK5,656$772,4070.02%
416SPROUTS FMRS MKT INC85208M10230,329$767,9320.02%
417DIMENSIONAL ETF TRUST25434V84915,969$767,6300.02%
418MEDIFAST INCMED4,248$766,8060.02%
419WEX INCWEX4,918$765,0440.02%
420KIMBERLY-CLARK CORPKMB5,641$764,8140.02%
421JINKOSOLAR HLDG CO LTDJKS10,979$759,5270.02%
422TREX CO INCTREX13,807$751,3770.02%
423VANGUARD WORLD FD92191072515,304$751,0000.02%
424SYNEOS HEALTH INC87166B10210,403$746,0960.02%
425LITTELFUSE INCLFUS2,934$745,2560.02%
426APTIV PLCAPTV8,326$741,4300.02%
427EAST WEST BANCORP INCEWBC11,435$740,7360.02%
428MONOLITHIC PWR SYS INC6098391051,910$735,2550.02%
429VALMONT INDS INC9202531013,265$734,7840.02%
430EXELON CORPEXC16,167$732,6660.02%
431MIDDLEBY CORPMIDD5,840$732,1020.02%
432ELDORADO GOLD CORP NEW284902509114,435$731,2420.02%
433POOL CORPPOOL2,080$730,2080.02%
434EPAM SYS INCEPAM2,476$729,6220.02%
435BADGER METER INCBMI8,904$720,2030.02%
436POWER INTEGRATIONS INCPOWI9,588$718,8930.02%
437SKYWORKS SOLUTIONS INCSWKS7,738$717,1920.02%
438AVANGRID INC05351W10315,383$715,7660.02%
439PERFICIENT INC71375U1017,805$715,6410.02%
440HEXCEL CORP NEW42829110813,614$712,2700.02%
441UMB FINL CORP9027881088,236$712,1670.02%
442CITIGROUP INCC-PR15,450$710,0710.02%
443U S PHYSICAL THERAPYUSPH6,477$707,2880.02%
444SYNOPSYS INCSNPS2,314$702,4580.02%
445IRON MTN INC NEW46284V10114,256$702,0180.02%
446MERCADOLIBRE INCMELI1,102$702,0100.02%
447ISHARES TR4642876483,397$700,8480.02%
448SEAGATE TECHNOLOGY HLDNGS PLSE9,783$700,8440.02%
449LULULEMON ATHLETICA INCLULU2,567$699,7010.02%
450SEAGEN INCSE3,952$699,2680.02%
451GARMIN LTDGRMN7,095$697,4620.02%
452KEYSIGHT TECHNOLOGIES INCKEYS5,043$694,6950.02%
453ETF SER SOLUTIONS26922A4536,937$694,5830.02%
454SPDR SER TR78468R72115,144$694,5040.02%
455PREMIER INCPREM19,457$694,2250.02%
456INTUITIVE SURGICAL INCISRG3,421$686,7550.02%
457NEW YORK TIMES CONYT24,578$685,6940.02%
458VANGUARD INTL EQUITY INDEX F9220427428,028$684,9850.02%
459REGENERON PHARMACEUTICALSREGN1,153$681,1960.02%
460VENTAS INCVTR13,124$679,8210.02%
461PUBLIC STORAGEPSA-PS2,171$678,6070.02%
462BAXTER INTL INC07181310910,524$677,6910.02%
463VORNADO RLTY TR92904210923,643$676,1940.02%
464EVERSOURCE ENERGYES7,959$672,7050.02%
465STMICROELECTRONICS N VSTMEF21,272$669,4300.02%
466ISHARES TR4642886796,080$669,4080.02%
467DOVER CORPDOV5,513$668,8920.02%
468PAYCHEX INCPAYX5,815$662,1530.02%
469LAUDER ESTEE COS INC5184391042,593$659,8190.02%
470HASBRO INCHAS8,048$659,2810.02%
471CANADIAN PAC RY LTD13645T1009,432$658,8320.02%
472SUNPOWER CORPSPWRW41,494$656,0200.02%
473FIRST TR EXCHANGE TRADED FD33734X84616,244$653,6590.01%
474DOMINOS PIZZA INCDPZ1,677$653,5950.01%
475GENERAL MLS INC3703341048,650$652,4750.01%
476EXLSERVICE HOLDINGS INCEXLS4,412$650,0200.01%
477NOKIA CORPNOKBF140,285$646,3140.01%
478HILTON WORLDWIDE HLDGS INCHLT5,786$644,5080.01%
479BROOKFIELD RENEWABLE CORPBEPC18,085$644,1000.01%
480BP PLCBPPFF22,704$643,3330.01%
481PHYSICIANS RLTY TR71943U10436,788$642,2430.01%
482NIO INCNIOIF29,517$641,1090.01%
483RELIANCE STEEL & ALUMINUM CORS3,764$639,8210.01%
484CASELLA WASTE SYS INCCWST8,736$634,9320.01%
485WISDOMTREE TRWT12,607$634,5100.01%
486CHEMED CORP NEWCHE1,351$633,6770.01%
487FASTENAL COFAST12,688$633,1570.01%
488UNIVERSAL DISPLAY CORPOLED6,260$633,1360.01%
489LATTICE SEMICONDUCTOR CORPLSCC13,023$631,6160.01%
490MOLINA HEALTHCARE INCMOH2,257$630,9860.01%
491CAMDEN PPTY TR1331311024,648$629,0570.01%
492SOUTHWEST GAS HLDGS INCSWX7,204$627,3130.01%
493SELECTIVE INS GROUP INC8163001077,215$627,0120.01%
494ARES CAPITAL CORPARCC34,699$622,1470.01%
495GILEAD SCIENCES INCGILD9,974$616,8200.01%
496DIAGEO PLCDGEAF3,519$612,7470.01%
497HANOVER INS GROUP INC4108671054,177$611,3560.01%
498AECOMACM9,374$610,9810.01%
499XPENG INCXPNGF19,201$609,4410.01%
500BOX INCBXCAP24,069$605,0950.01%