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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

LINCOLN NATIONAL CORP

Quarter ended Q4 2023 · Filed November 6, 2023 · Accession 0001085146-23-004097

Total Value
$4.96B
Positions
1,741
Other Managers
3
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087691,326,707$281.8M6.07%
2VANGUARD BD INDEX FDS9219378273,002,514$225.7M4.86%
3VANGUARD WORLD FD921910816983,043$223.1M4.80%
4VANGUARD WORLD FD9219108401,921,202$194.8M4.20%
5SPDR SER TR78464A6567,827,778$194.4M4.19%
6VANGUARD CHARLOTTE FDS92203J4073,497,691$167.3M3.60%
7VANGUARD INTL EQUITY INDEX F9220427752,861,870$148.4M3.20%
8VANGUARD TAX-MANAGED FDS9219438583,010,509$131.6M2.84%
9VANGUARD BD INDEX FDS9219377931,927,728$129.3M2.78%
10VANGUARD SCOTTSDALE FDS92206C7712,944,943$128.9M2.78%
11VANGUARD BD INDEX FDS9219378191,701,067$123.0M2.65%
12APPLE INCAAPL626,897$107.3M2.31%
13ISHARES INC46434G1031,878,945$89.4M1.93%
14VANGUARD SPECIALIZED FUNDS921908844530,629$82.4M1.78%
15VANGUARD INTL EQUITY INDEX F9220428661,165,656$78.0M1.68%
16VANGUARD INTL EQUITY INDEX F9220428581,838,964$72.1M1.55%
17VANGUARD INTL EQUITY INDEX F9220428741,211,928$70.2M1.51%
18MICROSOFT CORPMSFT178,045$56.2M1.21%
19SPDR S&P 500 ETF TRSPY119,411$51.0M1.10%
20ISHARES TR46428720097,352$41.8M0.90%
21DIMENSIONAL ETF TRUST25434V7081,360,039$35.6M0.77%
22PROCTER AND GAMBLE CO742718109241,546$35.2M0.76%
23INVESCO QQQ TRIVZ97,468$34.9M0.75%
24VANGUARD INDEX FDS922908538177,513$34.6M0.74%
25VANGUARD INDEX FDS922908512260,604$34.1M0.74%
26VANGUARD INDEX FDS922908611200,327$32.0M0.69%
27VANGUARD SPECIALIZED FUNDS921908844204,463$31.8M0.68%
28VANGUARD INDEX FDS922908595147,671$31.6M0.68%
29J P MORGAN EXCHANGE TRADED F46641Q837580,834$29.1M0.63%
30AMAZON COM INCAMZN221,023$28.1M0.61%
31VANGUARD INTL EQUITY INDEX F922042718258,580$27.5M0.59%
32INNOVATOR ETFS TRINHD765,424$26.6M0.57%
33ISHARES TR46434V803874,242$26.3M0.57%
34BERKSHIRE HATHAWAY INC DELBRK-A74,974$26.3M0.57%
35VANGUARD INTL EQUITY INDEX F922042676567,540$22.1M0.48%
36SCHWAB STRATEGIC TR808524771391,829$21.9M0.47%
37VANGUARD INDEX FDS92290836354,569$21.4M0.46%
38NVIDIA CORPORATIONNVDA46,687$20.3M0.44%
39ISHARES TR464287465288,108$19.9M0.43%
40ALPHABET INCGOOG144,723$19.1M0.41%
41ISHARES TR46434V621347,133$17.2M0.37%
42VANGUARD TAX-MANAGED FDS921943858391,639$17.1M0.37%
43VANGUARD INDEX FDS922908744122,809$16.9M0.36%
44EXXON MOBIL CORPXOM143,822$16.9M0.36%
45VANGUARD INDEX FDS92290873661,001$16.6M0.36%
46ISHARES TR46428761461,907$16.5M0.35%
47ALPHABET INCGOOG122,707$16.1M0.35%
48SCHWAB STRATEGIC TR808524763311,565$15.1M0.33%
49SCHWAB STRATEGIC TR808524755462,924$14.7M0.32%
50EATON CORP PLCETN67,941$14.5M0.31%
51JPMORGAN CHASE & COVYLD97,766$14.2M0.31%
52CAPITAL GROUP GROWTH ETF14020G101573,088$14.0M0.30%
53SCHWAB STRATEGIC TR808524797194,925$13.8M0.30%
54JOHNSON & JOHNSONJNJ83,688$13.0M0.28%
55VANGUARD WHITEHALL FDS921946406124,427$12.9M0.28%
56VANGUARD INDEX FDS92290862961,582$12.8M0.28%
57APPLE INCAAPL74,383$12.7M0.27%
58ISHARES TR464287226134,267$12.6M0.27%
59COSTCO WHSL CORP NEW22160K10522,146$12.5M0.27%
60ISHARES TR46428761446,450$12.4M0.27%
61CHEVRON CORP NEWCVX73,110$12.3M0.27%
62INNOVATOR ETFS TRINHD380,661$11.6M0.25%
63ISHARES TR46428765562,300$11.0M0.24%
64CAPITAL GROUP DIVIDEND VALUE14020W106410,857$10.9M0.23%
65VISA INCV44,743$10.3M0.22%
66VANGUARD INDEX FDS92290876946,824$9.9M0.21%
67TESLA INCTSLA39,279$9.8M0.21%
68ISHARES TR464287804102,724$9.7M0.21%
69ISHARES TR46428841487,894$9.0M0.19%
70META PLATFORMS INCMETA29,975$9.0M0.19%
71VANGUARD INDEX FDS922908553116,670$8.8M0.19%
72CAPITAL GRP FIXED INCM ETF T14020Y102408,583$8.8M0.19%
73ISHARES TR46428759857,703$8.8M0.19%
74SCHWAB STRATEGIC TR808524748271,097$8.7M0.19%
75ISHARES TR46428750734,807$8.7M0.19%
76ABBVIE INCABBV57,477$8.6M0.18%
77CAPITAL GRP FIXED INCM ETF T14020Y300331,715$8.5M0.18%
78SCHWAB STRATEGIC TR808524730318,176$8.3M0.18%
79SPDR SER TR78464A854164,336$8.3M0.18%
80INNOVATOR ETFS TRINHD297,246$8.1M0.18%
81HOME DEPOT INCHD26,841$8.1M0.17%
82VANGUARD INDEX FDS92290875141,260$7.8M0.17%
83CAPITAL GRP FIXED INCM ETF T14020Y409307,743$7.7M0.17%
84INVESCO EXCHANGE TRADED FD TIVZ51,409$7.3M0.16%
85MERCK & CO INCMRK70,683$7.3M0.16%
86ISHARES TR46435G42577,062$7.2M0.16%
87VANGUARD INDEX FDS92290861144,998$7.2M0.15%
88INNOVATOR ETFS TRINHD221,130$7.2M0.15%
89CAPITAL GROUP GBL GROWTH EQT14020X104310,434$7.1M0.15%
90VANGUARD INDEX FDS92290851254,327$7.1M0.15%
91FIRST TR EXCHANGE-TRADED FD33733E10496,217$7.1M0.15%
92FIDELITY COVINGTON TRUST316092840181,410$7.0M0.15%
93ISHARES TR464287234182,187$6.9M0.15%
94ELI LILLY & COLLY12,847$6.9M0.15%
95UNITEDHEALTH GROUP INCUNH13,626$6.9M0.15%
96STARBUCKS CORPSBUX73,558$6.7M0.14%
97BROADCOM INCAVGO7,786$6.5M0.14%
9810X GENOMICS INCTXG150,205$6.2M0.13%
99AMAZON COM INCAMZN48,619$6.2M0.13%
100ISHARES TR46428759840,437$6.1M0.13%
101MCDONALDS CORPMCD23,140$6.1M0.13%
102VANGUARD INDEX FDS92290863731,069$6.1M0.13%
103J P MORGAN EXCHANGE TRADED F46641Q332112,358$6.0M0.13%
104INVESCO EXCH TRD SLF IDX FDIVZ130,106$6.0M0.13%
105VANGUARD INTL EQUITY INDEX F922042858150,925$5.9M0.13%
106AIM ETF PRODUCTS TRUST00888H869240,919$5.9M0.13%
107SPDR SER TR78464A76351,285$5.9M0.13%
108CAPITAL GROUP CORE EQUITY ET14020V108233,784$5.9M0.13%
109INVESCO QQQ TRIVZ16,223$5.8M0.13%
110INNOVATOR ETFS TRINHD228,057$5.8M0.13%
111FIRST TR VALUE LINE DIVID IN33734H106153,059$5.7M0.12%
112ISHARES TR464287341136,284$5.6M0.12%
113MICROSOFT CORPMSFT17,773$5.6M0.12%
114SPDR S&P 500 ETF TRSPY13,046$5.6M0.12%
115PACER FDS TR69374H881110,371$5.5M0.12%
116LOCKHEED MARTIN CORPLMT13,255$5.4M0.12%
117CAPITAL GROUP INTL FOCUS EQT14019W109238,305$5.2M0.11%
118DIMENSIONAL ETF TRUST25434V708195,210$5.1M0.11%
119INNOVATOR ETFS TRINHD171,610$5.1M0.11%
120SPDR S&P MIDCAP 400 ETF TRMDY10,910$5.0M0.11%
121PROLOGIS INC.PLDGP43,854$4.9M0.11%
122NIKE INCNKE51,274$4.9M0.11%
123INNOVATOR ETFS TRINHD157,553$4.9M0.11%
124SELECT SECTOR SPDR TR81369Y50654,044$4.9M0.11%
125INNOVATOR ETFS TRINHD175,469$4.9M0.11%
126ABBOTT LABSABLZF50,039$4.8M0.10%
127DISNEY WALT CO25468710659,770$4.8M0.10%
128FIDELITY COVINGTON TRUST31609282499,193$4.8M0.10%
129SPDR GOLD TRGLD27,698$4.7M0.10%
130CISCO SYS INCCSCO88,208$4.7M0.10%
131PEPSICO INCPEP27,898$4.7M0.10%
132NORTHROP GRUMMAN CORPNOC10,721$4.7M0.10%
133BELPOINTE PREP LLCOZ55,000$4.7M0.10%
134FIDELITY COVINGTON TRUST316092618102,531$4.7M0.10%
135INNOVATOR ETFS TRINHD142,742$4.6M0.10%
136ISHARES TR46428744049,959$4.6M0.10%
137INVESCO EXCH TRADED FD TR IIIVZ30,090$4.4M0.10%
138VANGUARD INDEX FDS92290855358,566$4.4M0.10%
139SPDR SER TR78464A76337,883$4.4M0.09%
140INVESCO EXCHANGE TRADED FD TIVZ86,659$4.3M0.09%
141INNOVATOR ETFS TRINHD129,147$4.3M0.09%
142INTERNATIONAL BUSINESS MACHSINTR30,535$4.3M0.09%
143ISHARES TR46434V61397,960$4.3M0.09%
144ISHARES TR46428857051,946$4.2M0.09%
145SHERWIN WILLIAMS COSHW16,464$4.2M0.09%
146POOL CORPPOOL11,744$4.2M0.09%
147BANK AMERICA CORP060505104152,192$4.2M0.09%
148ORACLE CORPORCL-PD38,798$4.1M0.09%
149ISHARES INC46434G76482,369$4.1M0.09%
150ALPHABET INCGOOG30,950$4.1M0.09%
151MASTERCARD INCORPORATEDMA10,189$4.0M0.09%
152SELECT SECTOR SPDR TR81369Y80323,837$3.9M0.08%
153GENERAL DYNAMICS CORPGD17,640$3.9M0.08%
154FIRST TR EXCHANGE-TRADED FD33738R50683,962$3.9M0.08%
155INNOVATOR ETFS TRINHD124,873$3.8M0.08%
156FIDELITY COMWLTH TR31591280873,431$3.8M0.08%
157FIRST TR VALUE LINE DIVID IN33734H106101,634$3.8M0.08%
158ADOBE INCADBE7,438$3.8M0.08%
159MORGAN STANLEYMS-PQ46,610$3.8M0.08%
160FIRST TR EXCHANGE TRADED FD33734X14338,896$3.8M0.08%
161SCHWAB STRATEGIC TR80852420174,650$3.8M0.08%
162ISHARES TR46428815836,265$3.7M0.08%
163BERKSHIRE HATHAWAY INC DELBRK-A7$3.7M0.08%
164VERIZON COMMUNICATIONS INCVZ113,882$3.7M0.08%
165SALESFORCE INCCRM18,195$3.7M0.08%
166DEERE & CODE9,714$3.7M0.08%
167INNOVATOR ETFS TRINHD113,775$3.6M0.08%
168VANGUARD INDEX FDS9229083638,946$3.5M0.08%
169INTEL CORPINTC97,717$3.5M0.07%
170COCA COLA COKO61,950$3.5M0.07%
171ISHARES TR464288687113,914$3.4M0.07%
172PFIZER INCPFE103,322$3.4M0.07%
173CATERPILLAR INCCAT12,545$3.4M0.07%
174CAPITAL GRP FIXED INCM ETF T14020Y201131,750$3.4M0.07%
175WALMART INCWMT21,137$3.4M0.07%
176FIRST TR EXCHNG TRADED FD VI33740U81099,280$3.4M0.07%
177SPROTT PHYSICAL GOLD TRSII233,187$3.3M0.07%
178THERMO FISHER SCIENTIFIC INCTMO6,591$3.3M0.07%
179DIMENSIONAL ETF TRUST25434V87281,714$3.3M0.07%
180ISHARES TR46428835660,042$3.3M0.07%
181ISHARES TR46428756465,088$3.3M0.07%
182INVESCO EXCHANGE TRADED FD TIVZ32,047$3.2M0.07%
183HCA HEALTHCARE INCHCA13,141$3.2M0.07%
184FIRST TR EXCHNG TRADED FD VI33740F649142,519$3.2M0.07%
185BRISTOL-MYERS SQUIBB COCELG-RI53,961$3.1M0.07%
186AMPLIFY ETF TR03210840989,900$3.1M0.07%
187ISHARES TR46428881064,373$3.1M0.07%
188ISHARES TR46428749943,583$3.0M0.07%
189ARISTA NETWORKS INCANET16,220$3.0M0.06%
190ISHARES TR46434V62160,032$3.0M0.06%
191SCHWAB STRATEGIC TR80852480585,864$2.9M0.06%
192ABBVIE INCABBV19,483$2.9M0.06%
193VANGUARD INDEX FDS92290862913,877$2.9M0.06%
194FEDEX CORPFDX10,757$2.8M0.06%
195INNOVATOR ETFS TRINHD85,460$2.8M0.06%
196SELECT SECTOR SPDR TR81369Y60585,148$2.8M0.06%
197SOUTHERN COSOMN43,572$2.8M0.06%
198FIRST TR EXCHNG TRADED FD VI33740U78685,527$2.8M0.06%
199ISHARES TR4642872006,506$2.8M0.06%
200SCHWAB STRATEGIC TR80852430038,097$2.8M0.06%
201INNOVATOR ETFS TRINHD81,912$2.8M0.06%
202ISHARES TR46436E882111,120$2.8M0.06%
203FIDELITY COVINGTON TRUST31609230363,837$2.7M0.06%
204ISHARES TR46436E874113,576$2.7M0.06%
205ISHARES TR46436E866116,447$2.7M0.06%
206VANGUARD INTL EQUITY INDEX F92204277551,488$2.7M0.06%
207NETFLIX INCNFLX7,063$2.7M0.06%
208PHILIP MORRIS INTL INC71817210928,128$2.6M0.06%
209VANGUARD MUN BD FDS92290774653,983$2.6M0.06%
210VANGUARD BD INDEX FDS92193783536,950$2.6M0.06%
211AMGEN INCAMGN9,544$2.6M0.06%
212DIMENSIONAL ETF TRUST25434V83196,305$2.5M0.05%
213ISHARES TR46428888528,596$2.5M0.05%
214INVESCO EXCHANGE TRADED FD TIVZ17,256$2.4M0.05%
215ALTRIA GROUP INCMO57,998$2.4M0.05%
216THE CIGNA GROUP1255231008,482$2.4M0.05%
217TESLA INCTSLA9,679$2.4M0.05%
218ISHARES TR46429B69733,256$2.4M0.05%
219KROGER COKR52,890$2.4M0.05%
220VANGUARD INDEX FDS92290853811,924$2.3M0.05%
221SPDR SER TR78468R40894,409$2.3M0.05%
222ISHARES TR46432F84235,863$2.3M0.05%
223EXXON MOBIL CORPXOM19,500$2.3M0.05%
224COMCAST CORP NEWCCZ51,707$2.3M0.05%
225DANAHER CORPORATION2358511029,178$2.3M0.05%
226DIMENSIONAL ETF TRUST25434V81589,727$2.3M0.05%
227ISHARES TR46435U13558,888$2.3M0.05%
228VANGUARD INDEX FDS92290859510,552$2.3M0.05%
229SCHWAB STRATEGIC TR80852479731,840$2.3M0.05%
230RTX CORPORATIONRTX31,291$2.3M0.05%
231BOEING COBA-PA11,713$2.2M0.05%
232AMERICAN TOWER CORP NEW03027X10013,651$2.2M0.05%
233DIMENSIONAL ETF TRUST25434V79995,685$2.2M0.05%
234ISHARES TR46428944621,411$2.2M0.05%
235GENERAL MLS INC37033410434,479$2.2M0.05%
236CONOCOPHILLIPSCOP18,148$2.2M0.05%
237VANGUARD INDEX FDS92290874415,674$2.2M0.05%
238INNOVATOR ETFS TRINHD61,299$2.1M0.05%
239ISHARES TR46428770521,212$2.1M0.05%
240ISHARES TR46428887743,610$2.1M0.05%
241PROCTER AND GAMBLE CO74271810914,564$2.1M0.05%
242ADVANCED MICRO DEVICES INCAMD20,633$2.1M0.05%
243VANGUARD SCOTTSDALE FDS92206C66429,427$2.1M0.05%
244ASTRAZENECA PLCAZN30,894$2.1M0.05%
245HONEYWELL INTL INC43851610611,270$2.1M0.04%
246ISHARES INC46434G10343,474$2.1M0.04%
247SCHWAB STRATEGIC TR80852450830,400$2.1M0.04%
248VERIZON COMMUNICATIONS INCVZ63,441$2.1M0.04%
249AUTOMATIC DATA PROCESSING INADP8,520$2.0M0.04%
250MCCORMICK & CO INCMKC-V25,897$2.0M0.04%
251VANGUARD SCOTTSDALE FDS92206C40927,060$2.0M0.04%
252AB ACTIVE ETFS INC00039J20282,574$2.0M0.04%
253ISHARES TR4642876228,647$2.0M0.04%
254ISHARES TR46428717619,555$2.0M0.04%
255AT&T INCT-PC134,857$2.0M0.04%
256VANECK ETF TRUST92189F64326,656$2.0M0.04%
257PNC FINL SVCS GROUP INC69347510516,449$2.0M0.04%
258VANGUARD WORLD FDS92204A20711,011$2.0M0.04%
259SPROTT PHYSICAL GOLD & SILVESII115,257$2.0M0.04%
260ISHARES TR46428876018,684$2.0M0.04%
261J P MORGAN EXCHANGE TRADED F46654Q60936,619$2.0M0.04%
262NEXTERA ENERGY INCNEE-PW34,344$2.0M0.04%
263VICTORY PORTFOLIOS II92647N86535,610$1.9M0.04%
264ISHARES TR46428858821,592$1.9M0.04%
265VANGUARD SCOTTSDALE FDS92206C40925,438$1.9M0.04%
266STRYKER CORPORATIONSYK6,964$1.9M0.04%
267SPDR GOLD TRGLD11,063$1.9M0.04%
268INNOVATOR ETFS TRINHD70,801$1.9M0.04%
269SELECT SECTOR SPDR TR81369Y20914,626$1.9M0.04%
270GOLDMAN SACHS GROUP INCGSCE5,805$1.9M0.04%
271BLACKSTONE INCBX17,521$1.9M0.04%
272INNOVATOR ETFS TRINHD55,091$1.9M0.04%
273SEMPRASREA27,262$1.9M0.04%
274INVESCO EXCHANGE TRADED FD TIVZ53,818$1.8M0.04%
275FIDELITY COVINGTON TRUST31609250139,040$1.8M0.04%
276TARGET CORPTGT16,430$1.8M0.04%
277FIRST TR EXCHANGE TRADED FD33734X13547,911$1.8M0.04%
278SERVICENOW INCNOW3,214$1.8M0.04%
279ISHARES TR4642878129,628$1.8M0.04%
280VANECK ETF TRUST92189H6075,186$1.8M0.04%
281NVIDIA CORPORATIONNVDA4,096$1.8M0.04%
282ISHARES TR46428748119,261$1.8M0.04%
283LEIDOS HOLDINGS INCLDOS19,088$1.8M0.04%
284VANGUARD SCOTTSDALE FDS92206C10230,519$1.8M0.04%
285UNION PAC CORPUNP8,609$1.8M0.04%
286VANGUARD INDEX FDS9229087519,271$1.8M0.04%
287ALTRIA GROUP INCMO41,518$1.7M0.04%
288ISHARES TR46428747316,643$1.7M0.04%
289INNOVATOR ETFS TRINHD52,520$1.7M0.04%
290WELLS FARGO CO NEW94974610142,385$1.7M0.04%
291FIDELITY COVINGTON TRUST31609287343,600$1.7M0.04%
292AON PLCAON5,297$1.7M0.04%
293VANGUARD CHARLOTTE FDS92203J40735,880$1.7M0.04%
294SSGA ACTIVE ETF TR78467V60840,810$1.7M0.04%
295DIMENSIONAL ETF TRUST25434V84936,646$1.7M0.04%
296ISHARES TR46432F39612,125$1.7M0.04%
297MCCORMICK & CO INCMKC-V22,389$1.7M0.04%
298WORLD GOLD TRGLDW46,147$1.7M0.04%
299INNOVATOR ETFS TRINHD69,999$1.7M0.04%
300FIRST TR EXCHANGE TRADED FD33734X84637,027$1.7M0.04%
301VICI PPTYS INC92565210957,610$1.7M0.04%
302INVESCO EXCH TRADED FD TR IIIVZ21,420$1.7M0.04%
303DIMENSIONAL ETF TRUST25434V86436,033$1.7M0.04%
304AUTOZONE INCAZO652$1.7M0.04%
305INNOVATOR ETFS TRINHD48,850$1.6M0.04%
306AMERICAN CENTY ETF TR02507281026,079$1.6M0.04%
307ISHARES TR46428722617,371$1.6M0.04%
308AMERICAN EXPRESS COAXP10,931$1.6M0.04%
309INTUITINTU3,158$1.6M0.03%
310CADENCE DESIGN SYSTEM INCCDNS6,833$1.6M0.03%
311JOHNSON & JOHNSONJNJ10,267$1.6M0.03%
312NOVO-NORDISK A SNONOF17,438$1.6M0.03%
313CINTAS CORPCTAS3,288$1.6M0.03%
314BERKSHIRE HATHAWAY INC DELBRK-A4,505$1.6M0.03%
315J P MORGAN EXCHANGE TRADED F46641Q33229,434$1.6M0.03%
316JPMORGAN CHASE & COVYLD10,832$1.6M0.03%
317ISHARES TR4642877625,806$1.6M0.03%
318MARATHON PETE CORPMARA10,342$1.6M0.03%
319ENTERPRISE PRODS PARTNERS L29379210757,087$1.6M0.03%
320CONSOLIDATED EDISON INCED18,126$1.6M0.03%
321FIDELITY COVINGTON TRUST31609279031,307$1.5M0.03%
322TORONTO DOMINION BK ONTTORO25,574$1.5M0.03%
323GENERAL ELECTRIC CO36960430113,891$1.5M0.03%
324ACCENTURE PLC IRELANDACN4,977$1.5M0.03%
325VANGUARD WORLD FDS92204A7023,664$1.5M0.03%
326ISHARES TR46435G26827,797$1.5M0.03%
327VANGUARD INDEX FDS9229087697,131$1.5M0.03%
328ISHARES TR4642874089,790$1.5M0.03%
329INVESCO EXCH TRADED FD TR IIIVZ25,556$1.5M0.03%
330PHILLIPS 66PSX12,498$1.5M0.03%
331UNITED PARCEL SERVICE INCUPS9,630$1.5M0.03%
332ISHARES TR46428715015,933$1.5M0.03%
333CVS HEALTH CORPCVS21,463$1.5M0.03%
334VANGUARD BD INDEX FDS92193781920,713$1.5M0.03%
335TRUIST FINL CORP89832Q10952,159$1.5M0.03%
336ISHARES GOLD TRIAU42,645$1.5M0.03%
337ROBLOX CORPRBLX51,307$1.5M0.03%
338VANECK ETF TRUST92189F67610,169$1.5M0.03%
339VANGUARD WORLD FDS92204A30611,631$1.5M0.03%
340HOME DEPOT INCHD4,813$1.5M0.03%
341TEXAS INSTRS INC8825081049,084$1.4M0.03%
342PIMCO ETF TR72201R83314,332$1.4M0.03%
343VANGUARD SCOTTSDALE FDS92206C68020,873$1.4M0.03%
344FIDELITY COVINGTON TRUST31609252744,103$1.4M0.03%
345US BANCORP DELUSB-PS42,628$1.4M0.03%
346DIMENSIONAL ETF TRUST25434V79960,097$1.4M0.03%
347STARBOARD INVT TRSTHO61,697$1.4M0.03%
348UBER TECHNOLOGIES INCUBER30,414$1.4M0.03%
349VANGUARD WHITEHALL FDS92194640613,528$1.4M0.03%
350SPDR SER TR78464A85427,679$1.4M0.03%
351VANGUARD BD INDEX FDS92193782718,482$1.4M0.03%
352ENERGY TRANSFER L PET-PI98,773$1.4M0.03%
353SPDR SER TR78464A63112,314$1.4M0.03%
354ENERGY TRANSFER L PET-PI98,195$1.4M0.03%
355FIDELITY COVINGTON TRUST31609220419,646$1.4M0.03%
356CHUBB LIMITEDCB6,577$1.4M0.03%
357PPG INDS INC69350610710,544$1.4M0.03%
358INNOVATOR ETFS TRINHD56,318$1.4M0.03%
359CSX CORPCSX43,963$1.4M0.03%
360LOWES COS INC5486611076,491$1.3M0.03%
361ISHARES TR46429B66313,602$1.3M0.03%
362INNOVATOR ETFS TRINHD38,071$1.3M0.03%
363SPDR SER TR78464A40922,411$1.3M0.03%
364ISHARES TR46429B26760,080$1.3M0.03%
365ENBRIDGE INCENNPF39,882$1.3M0.03%
366PALO ALTO NETWORKS INCPANW5,644$1.3M0.03%
367AMERICAN ELEC PWR CO INC02553710117,562$1.3M0.03%
368INTUITIVE SURGICAL INCISRG4,518$1.3M0.03%
369STRATEGY SHSSTRD38,680$1.3M0.03%
370ISHARES TR46432F33910,004$1.3M0.03%
371VANGUARD SPECIALIZED FUNDS9219088448,476$1.3M0.03%
372ELEVANCE HEALTH INCELV3,011$1.3M0.03%
373FREEPORT-MCMORAN INCFCX35,090$1.3M0.03%
374TRAVELERS COMPANIES INCTRV8,003$1.3M0.03%
375BROADCOM INCAVGO1,572$1.3M0.03%
376SPDR SER TR78464A84729,774$1.3M0.03%
377SCHWAB STRATEGIC TR80852483929,417$1.3M0.03%
378CONSTELLATION ENERGY CORPCEG11,868$1.3M0.03%
379ISHARES TR46428767113,593$1.3M0.03%
380FIRST TR EXCHANGE-TRADED FD33738D30928,148$1.3M0.03%
381VANGUARD CHARLOTTE FDS92203J40726,800$1.3M0.03%
382VANGUARD MALVERN FDS92202080527,009$1.3M0.03%
383EXELON CORPEXC33,731$1.3M0.03%
384AMERICAN CENTY ETF TR02507276028,493$1.3M0.03%
385FIDELITY COVINGTON TRUST31609260020,807$1.3M0.03%
386CAMBRIA ETF TR13206150846,626$1.3M0.03%
387PFIZER INCPFE37,657$1.2M0.03%
388DUKE ENERGY CORP NEWDUKB14,130$1.2M0.03%
389INTERCONTINENTAL EXCHANGE IN45866F10411,282$1.2M0.03%
390GLOBAL X FDS37954Y48373,622$1.2M0.03%
391FIRST TR EXCHNG TRADED FD VI33740F55755,851$1.2M0.03%
392INNOVATOR ETFS TRINHD39,139$1.2M0.03%
393VANGUARD WORLD FDS92204A5045,171$1.2M0.03%
394J P MORGAN EXCHANGE TRADED F46641Q16723,655$1.2M0.03%
395NORFOLK SOUTHN CORP6558441086,111$1.2M0.03%
396ETF SER SOLUTIONS26922A38851,315$1.2M0.03%
397WASTE MGMT INC DEL94106L1097,812$1.2M0.03%
3983M COMMM12,701$1.2M0.03%
399REALTY INCOME CORPO23,699$1.2M0.03%
400FORD MTR CO DEL34537086094,858$1.2M0.03%
401CROWDSTRIKE HLDGS INCCRWD6,992$1.2M0.03%
402ZOETIS INCZTS6,697$1.2M0.03%
403ISHARES TR46435G51616,751$1.2M0.02%
404PACER FDS TR69374H49349,768$1.2M0.02%
405FIDELITY COVINGTON TRUST3160928089,339$1.1M0.02%
406ALPHABET INCGOOG8,669$1.1M0.02%
407FIRST TR EXCHANGE-TRADED FD33738R30855,700$1.1M0.02%
408KIMBERLY-CLARK CORPKMB9,333$1.1M0.02%
409DOW INCDOW21,614$1.1M0.02%
410GOLDMAN SACHS ETF TRNVGLF18,146$1.1M0.02%
411DEVON ENERGY CORP NEW25179M10323,075$1.1M0.02%
412INNOVATOR ETFS TRINHD31,704$1.1M0.02%
413FIRST TR EXCHANGE TRADED FD33734X11918,025$1.1M0.02%
414SPDR SER TR78464A64944,547$1.1M0.02%
415ISHARES TR46428716810,066$1.1M0.02%
416CAMBRIA ETF TR13206183944,302$1.1M0.02%
417CHEVRON CORP NEWCVX6,419$1.1M0.02%
418PALANTIR TECHNOLOGIES INCPLTR67,522$1.1M0.02%
419ISHARES TR46428766314,456$1.1M0.02%
420SELECT SECTOR SPDR TR81369Y50611,913$1.1M0.02%
421SCHLUMBERGER LTDSLB18,436$1.1M0.02%
422VANGUARD WORLD FDS92204A8768,395$1.1M0.02%
423INVESCO EXCHANGE TRADED FD TIVZ38,007$1.1M0.02%
424VANGUARD WHITEHALL FDS92194679417,276$1.1M0.02%
425ISHARES TR46429B74711,004$1.1M0.02%
426INNOVATOR ETFS TRINHD31,785$1.1M0.02%
427J P MORGAN EXCHANGE TRADED F46641Q67023,704$1.1M0.02%
428ISHARES TR46428865310,748$1.1M0.02%
429FIRST TR EXCH TRADED FD III33739P10319,860$1.1M0.02%
430ELI LILLY & COLLY1,950$1.0M0.02%
431ISHARES TR46435UAA945,192$1.0M0.02%
432MONDELEZ INTL INC60920710514,997$1.0M0.02%
433VANGUARD SCOTTSDALE FDS92206C5995,452$1.0M0.02%
434LINCOLN NATL CORP IND53418710942,055$1.0M0.02%
435ISHARES TR46435GAA044,461$1.0M0.02%
436HANCOCK JOHN FINL OPPTYS FD40973520639,250$1.0M0.02%
437INNOVATOR ETFS TRINHD31,435$1.0M0.02%
438LINDE PLCLIN2,762$1.0M0.02%
439ISHARES TR46434VBD141,694$1.0M0.02%
440KLA CORPKLAC2,213$1.0M0.02%
441SELECT SECTOR SPDR TR81369Y88617,014$1.0M0.02%
442LOWES COS INC5486611074,818$1.0M0.02%
443SPDR DOW JONES INDL AVERAGE78467X1092,979$997,8350.02%
444PHILLIPS 66PSX8,298$996,9980.02%
445VANGUARD TAX-MANAGED FDS92194385822,717$993,1670.02%
446ISHARES TR46428880211,014$990,9710.02%
447AB ACTIVE ETFS INC00039J10319,715$989,7150.02%
448ABBOTT LABSABLZF10,197$987,5970.02%
449RTX CORPORATIONRTX13,662$983,2670.02%
450SPDR SER TR78468R78827,988$981,5220.02%
451INVESCO EXCHANGE TRADED FD TIVZ69,425$976,1140.02%
452VANGUARD SCOTTSDALE FDS92206C87012,818$973,9200.02%
453ILLINOIS TOOL WKS INC4523081094,219$971,6540.02%
454ISHARES TR46434VBG439,263$970,9830.02%
455QUALCOMM INCQCOM8,620$957,3610.02%
456SCHWAB STRATEGIC TR80852485419,853$951,7440.02%
457ISHARES TR46434VAX837,454$949,8260.02%
458AMERICAN CENTY ETF TR02507287712,173$948,8970.02%
459VANGUARD INDEX FDS9229087363,476$946,4440.02%
460BLACKROCK INCBLK1,462$945,0630.02%
461ISHARES U S ETF TR46431W83818,908$941,8290.02%
462INVESCO EXCH TRADED FD TR IIIVZ6,359$937,3620.02%
463BECTON DICKINSON & COBDX3,605$932,0320.02%
464INTUITIVE SURGICAL INCISRG3,187$931,5280.02%
465FIDELITY COVINGTON TRUST31609288120,995$927,7890.02%
466SMUCKER J M CO8326964057,524$924,7840.02%
467ISHARES TR4642876306,786$919,8490.02%
468FIDELITY COVINGTON TRUST31609230321,518$916,2430.02%
469PACER FDS TR69374H10522,866$913,7380.02%
470FIRST TR EXCHNG TRADED FD VI33740U84427,553$912,6990.02%
471DIMENSIONAL ETF TRUST25434V78138,311$911,0460.02%
472EDWARDS LIFESCIENCES CORPEW13,114$908,5380.02%
473PRICE T ROWE GROUP INCTROW8,645$906,6120.02%
474APPLIED MATLS INC0382221056,513$901,7230.02%
475PARKER-HANNIFIN CORPPH2,308$898,8380.02%
476SPDR SER TR78464A28437,608$895,8250.02%
477ISHARES TR46428730913,072$894,3620.02%
478DIMENSIONAL ETF TRUST25434V76538,562$894,2610.02%
479ISHARES TR46428985914,015$889,7830.02%
480INNOVATOR ETFS TRINHD35,438$886,6590.02%
481ALIBABA GROUP HLDG LTDBBAAY10,222$886,6560.02%
482CAMBRIA ETF TR13206120114,326$886,2060.02%
483WALMART INCWMT5,536$885,3280.02%
484LAM RESEARCH CORPLRCX1,408$882,4050.02%
485VANGUARD MUN BD FDS92290774618,204$875,5920.02%
486INTEL CORPINTC24,485$870,4350.02%
487ISHARES TR4642872428,503$867,4720.02%
488UNITED PARCEL SERVICE INCUPS5,559$866,5580.02%
489MERCK & CO INCMRK8,377$862,3860.02%
490CROWN CASTLE INCCCI9,302$856,0540.02%
491J P MORGAN EXCHANGE TRADED F46654Q20318,231$855,5800.02%
492VISA INCV3,711$853,5730.02%
493ISHARES TR46436E61920,858$852,0670.02%
494THE TRADE DESK INC88339J10510,870$849,4910.02%
495J P MORGAN EXCHANGE TRADED F46641Q84521,619$849,3970.02%
496BP PLCBPPFF21,879$847,1460.02%
497PACER FDS TR69374H69126,031$843,2870.02%
498BLACKSTONE INCBX7,820$837,8780.02%
499INVESCO EXCH TRD SLF IDX FDIVZ18,257$836,8790.02%
500PRUDENTIAL FINL INCPUKPF8,815$836,4750.02%