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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

PATHSTONE FAMILY OFFICE, LLC

Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001085146-23-004209

Total Value
$13.12B
Positions
1,659
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TRSPY2,390,409$1.02B8.22%
2ISHARES TR4642872002,280,752$979.3M7.88%
3MICROSOFT CORPMSFT1,462,153$583.1M4.69%
4VANGUARD INDEX FDS9229083631,323,617$519.8M4.18%
5SPDR S&P MIDCAP 400 ETF TRMDY963,113$439.8M3.54%
6APPLE INCAAPL2,300,589$360.7M2.90%
7ISHARES TR4642875071,437,089$358.3M2.88%
8ISHARES TR4642876221,170,028$274.9M2.21%
9VANGUARD TAX-MANAGED FDS9219438584,732,735$206.9M1.66%
10SPDR S&P 500 ETF TRSPY472,800$202.1M1.63%
11ISHARES TR4642878042,016,088$190.2M1.53%
12VANGUARD INDEX FDS922908637938,044$183.6M1.48%
13COCA COLA COKO3,006,906$168.4M1.35%
14BERKSHIRE HATHAWAY INC DELBRK-A304$161.6M1.30%
15ISHARES TR464287655893,233$157.9M1.27%
16VANGUARD WHITEHALL FDS9219464061,502,345$155.2M1.25%
17ISHARES TR4642874992,053,275$142.2M1.14%
18VANGUARD INDEX FDS922908769630,727$134.0M1.08%
19VANGUARD INDEX FDS922908629592,998$123.5M0.99%
20LOWES COS INC548661107528,852$110.0M0.88%
21AMAZON COM INCAMZN855,736$108.8M0.88%
22BERKSHIRE HATHAWAY INC DELBRK-A304,682$107.2M0.86%
23SPDR INDEX SHS FDS78463X8893,339,433$103.5M0.83%
24KEURIG DR PEPPER INCKDP3,159,283$99.7M0.80%
25TESLA INCTSLA367,636$92.8M0.75%
26SPDR SER TR78464A763801,808$92.2M0.74%
27ALPHABET INCGOOG629,210$83.1M0.67%
28NVIDIA CORPORATIONNVDA188,560$82.2M0.66%
29DIMENSIONAL ETF TRUST25434V7993,456,831$80.7M0.65%
30ALPHABET INCGOOG584,201$76.6M0.62%
31ASGN INCASGN919,155$75.1M0.60%
32DIMENSIONAL ETF TRUST25434V8803,273,413$73.7M0.59%
33VANGUARD INDEX FDS922908751389,142$73.5M0.59%
34ISHARES TR464288653717,295$70.6M0.57%
35DIMENSIONAL ETF TRUST25434V6662,842,817$70.5M0.57%
36VANGUARD INDEX FDS922908736248,947$67.8M0.55%
37INVESCO QQQ TRIVZ178,400$63.9M0.51%
38ISHARES INC46434G1031,301,672$61.9M0.50%
39PLAINS ALL AMERN PIPELINE L7265031053,867,152$59.2M0.48%
40TJX COS INC NEW872540109663,369$59.0M0.47%
41COSTCO WHSL CORP NEW22160K10598,573$56.2M0.45%
42ISHARES TR4642888771,086,522$53.2M0.43%
43ISHARES TR4642874653,863,471$53.0M0.43%
44PROGRESSIVE CORP743315103379,628$52.9M0.43%
45SILICON LABORATORIES INCSLAB438,779$50.8M0.41%
46PROCTER AND GAMBLE CO742718109345,155$50.5M0.41%
47UBER TECHNOLOGIES INCUBER1,054,754$48.5M0.39%
48COMCAST CORP NEWCCZ1,088,505$48.3M0.39%
49ISHARES TR46434V4071,116,401$45.8M0.37%
50QUEST DIAGNOSTICS INCDGX336,521$41.0M0.33%
51ISHARES TR4642875985,038,517$40.3M0.32%
52DIMENSIONAL ETF TRUST25434V8721,318,428$39.5M0.32%
53DIMENSIONAL ETF TRUST25434V7241,159,533$39.4M0.32%
54HOME DEPOT INCHD128,747$39.1M0.31%
55MERCK & CO INCMRK374,273$38.7M0.31%
56ISHARES TR464288646775,356$38.6M0.31%
57VANGUARD SPECIALIZED FUNDS921908844248,418$38.6M0.31%
58MASTERCARD INCORPORATEDMA92,436$37.4M0.30%
59JOHNSON & JOHNSONJNJ231,738$36.3M0.29%
60ISHARES TR4642876145,713,590$36.0M0.29%
61META PLATFORMS INCMETA119,138$36.0M0.29%
62MARRIOTT INTL INC NEW571903202182,496$35.9M0.29%
63SELECT SECTOR SPDR TR81369Y803217,131$35.6M0.29%
64ISHARES TR464287457437,915$35.5M0.29%
65JPMORGAN CHASE & COVYLD236,172$34.5M0.28%
66ISHARES TR464287630476,802$33.5M0.27%
67ISHARES TR46432F842518,567$33.4M0.27%
68VISA INCV141,217$32.9M0.27%
69UNITEDHEALTH GROUP INCUNH62,932$32.2M0.26%
70MARSH & MCLENNAN COS INC571748102164,564$31.3M0.25%
71DIMENSIONAL ETF TRUST25434V8311,124,693$28.3M0.23%
72SPDR INDEX SHS FDS78463X509831,978$27.9M0.22%
73VANGUARD INTL EQUITY INDEX F9220428581,044,267$27.7M0.22%
74DIMENSIONAL ETF TRUST25434V8151,076,334$27.3M0.22%
75VANGUARD SCOTTSDALE FDS92206C714407,398$27.2M0.22%
76VANGUARD INDEX FDS922908553352,772$26.7M0.21%
77ISHARES TR464288158258,386$26.6M0.21%
78EXXON MOBIL CORPXOM222,922$26.3M0.21%
79ELI LILLY & COLLY48,177$26.2M0.21%
80ISHARES TR464287226277,487$26.1M0.21%
81PEPSICO INCPEP153,525$26.1M0.21%
82ISHARES TR464287705255,717$25.8M0.21%
83ISHARES TR46436E718253,306$25.5M0.21%
84ABBVIE INCABBV169,603$25.3M0.20%
85INVESCO QQQ TRIVZ70,079$25.1M0.20%
86ADOBE INCADBE39,876$25.0M0.20%
87SPDR SER TR78468R721572,522$25.0M0.20%
88CHEVRON CORP NEWCVX143,563$24.3M0.20%
89VANGUARD INDEX FDS922908595103,922$22.3M0.18%
90MCDONALDS CORPMCD83,853$22.2M0.18%
91SELECT SECTOR SPDR TR81369Y605666,255$22.1M0.18%
92CISCO SYS INCCSCO394,478$21.4M0.17%
93ISHARES TR46429B366469,881$21.2M0.17%
94ISHARES TR464287648391,767$20.7M0.17%
95ISHARES TR464287150220,064$20.7M0.17%
96BROADCOM INCAVGO24,719$20.5M0.17%
97DISNEY WALT CO254687106250,976$20.5M0.17%
98ISHARES TR464287101101,889$20.4M0.16%
99ISHARES TR464287309295,480$20.2M0.16%
100SCHWAB STRATEGIC TR808524797283,444$20.1M0.16%
101VANGUARD WORLD FDS92204A70244,055$19.8M0.16%
102ORACLE CORPORCL-PD180,718$19.4M0.16%
103NETFLIX INCNFLX50,848$19.2M0.15%
104ISHARES TR464287408123,712$19.0M0.15%
105ROYAL BK CDA780087102216,847$19.0M0.15%
106ISHARES TR464288588208,202$18.5M0.15%
107VANGUARD SCOTTSDALE FDS92206C102319,294$18.4M0.15%
108SELECT SECTOR SPDR TR81369Y886305,433$18.0M0.14%
109ISHARES TR464287739225,058$17.6M0.14%
110SELECT SECTOR SPDR TR81369Y407108,671$17.5M0.14%
111DIMENSIONAL ETF TRUST25434V609381,555$17.4M0.14%
112SELECT SECTOR SPDR TR81369Y506191,621$17.3M0.14%
113PROSHARES TR74347R206289,499$17.2M0.14%
114STARBUCKS CORPSBUX148,650$17.0M0.14%
115KORNIT DIGITAL LTDKRNT886,701$16.8M0.13%
116ISHARES TR46435U663496,345$16.7M0.13%
117VANGUARD SCOTTSDALE FDS92206C706291,191$16.6M0.13%
118CHUBB LIMITEDCB79,497$16.6M0.13%
119BANK AMERICA CORP060505104594,111$16.4M0.13%
120MARRIOTT VACATIONS WORLDWIDEVAC155,718$15.7M0.13%
121ACCENTURE PLC IRELANDACN50,141$15.4M0.12%
122VANGUARD INDEX FDS92290861196,149$15.3M0.12%
123PFIZER INCPFE453,685$15.2M0.12%
124PROSHARES TR74347G416408,933$15.2M0.12%
125PHILIP MORRIS INTL INC718172109158,678$14.7M0.12%
126ROBERT HALF INC.RHI193,757$14.2M0.11%
127NORDSTROM INC655664100935,028$14.1M0.11%
128ABBOTT LABSABLZF143,541$13.9M0.11%
129UNION PAC CORPUNP68,178$13.9M0.11%
130AMGEN INCAMGN49,135$13.8M0.11%
131WISDOMTREE TRWT354,908$13.7M0.11%
132DIMENSIONAL ETF TRUST25434V500369,982$13.7M0.11%
133DOMINION ENERGY INCD303,404$13.6M0.11%
134AMCOR PLCAMCCF1,413,338$13.5M0.11%
135EVEREST GROUP LTDEG36,432$13.5M0.11%
136VANGUARD INDEX FDS92290874497,407$13.4M0.11%
137ISHARES TR464287234354,030$13.4M0.11%
138SALESFORCE INCCRM66,260$13.4M0.11%
139AUTOMATIC DATA PROCESSING INADP53,842$13.1M0.11%
140VANGUARD SCOTTSDALE FDS92206C73066,823$13.0M0.10%
141VANGUARD WHITEHALL FDS921946794206,798$12.8M0.10%
142DIMENSIONAL ETF TRUST25434V807383,084$12.5M0.10%
143VANGUARD STAR FDS921909768231,666$12.4M0.10%
144CATERPILLAR INCCAT45,394$12.4M0.10%
145THERMO FISHER SCIENTIFIC INCTMO24,349$12.3M0.10%
146NIKE INCNKE118,984$12.3M0.10%
147ISHARES TR464287564244,521$12.3M0.10%
148INTERNATIONAL BUSINESS MACHSINTR86,789$12.2M0.10%
149INTEL CORPINTC337,964$12.2M0.10%
150EVERTEC INCEVTC319,935$11.9M0.10%
151SPDR SER TR78468R796339,240$11.8M0.09%
152ISHARES TR464288273208,677$11.7M0.09%
153AMERICAN CENTY ETF TR025072877177,677$11.7M0.09%
154TEXAS INSTRS INC88250810472,242$11.7M0.09%
155APPLIED MATLS INC03822210582,882$11.6M0.09%
156WALMART INCWMT71,817$11.6M0.09%
157ISHARES INC46434G764230,522$11.5M0.09%
158UPSTART HLDGS INCUPST397,061$11.3M0.09%
159DEERE & CODE28,933$11.3M0.09%
160BOEING COBA-PA57,007$11.1M0.09%
161LINDE PLCLIN29,605$11.0M0.09%
162ENERGY TRANSFER L PET-PI777,462$10.9M0.09%
163UNITED PARCEL SERVICE INCUPS64,568$10.8M0.09%
164AMERICAN EXPRESS COAXP72,002$10.8M0.09%
165VERIZON COMMUNICATIONS INCVZ328,044$10.6M0.09%
166BRISTOL-MYERS SQUIBB COCELG-RI181,425$10.6M0.09%
167DANAHER CORPORATION23585110241,600$10.6M0.09%
168ISHARES TR464288257113,322$10.5M0.08%
169SCHWAB STRATEGIC TR808524706436,004$10.4M0.08%
170ISHARES TR464288885120,237$10.4M0.08%
171SELECT SECTOR SPDR TR81369Y20979,421$10.2M0.08%
172EASTGROUP PPTYS INC27727610160,495$10.1M0.08%
173INVESCO EXCHANGE TRADED FD TIVZ70,167$9.9M0.08%
174CVS HEALTH CORPCVS141,150$9.9M0.08%
175INVESCO EXCHANGE TRADED FD TIVZ306,195$9.7M0.08%
176ELEVANCE HEALTH INCELV22,208$9.7M0.08%
177MORGAN STANLEYMS-PQ117,925$9.6M0.08%
178DIMENSIONAL ETF TRUST25434V104552,181$9.6M0.08%
179S&P GLOBAL INCSPGI26,202$9.6M0.08%
180HONEYWELL INTL INC43851610650,330$9.3M0.07%
181ISHARES TR46428816687,450$9.3M0.07%
182BOOKING HOLDINGS INCBKNG2,988$9.2M0.07%
183CONOCOPHILLIPSCOP76,724$9.2M0.07%
184ILLINOIS TOOL WKS INC45230810939,487$9.1M0.07%
185ISHARES TR464287481611,166$9.1M0.07%
186SPDR SER TR78464A854177,570$8.9M0.07%
187VANGUARD ADMIRAL FDS INC921932885105,293$8.9M0.07%
188QUALCOMM INCQCOM78,609$8.9M0.07%
189SCHWAB STRATEGIC TR808524672377,242$8.7M0.07%
190INTUITINTU15,583$8.6M0.07%
191VANGUARD INTL EQUITY INDEX F922042775165,080$8.6M0.07%
192LPL FINL HLDGS INC50212V10035,920$8.5M0.07%
193DIMENSIONAL ETF TRUST25434V203462,114$8.5M0.07%
194TARGET CORPTGT77,057$8.5M0.07%
195ISHARES TR46428841482,842$8.5M0.07%
196ENTERPRISE PRODS PARTNERS L293792107303,622$8.3M0.07%
197ISHARES TR46428716876,474$8.2M0.07%
198ISHARES TR46434V803271,460$8.2M0.07%
199SWEETGREEN INCSG694,102$8.2M0.07%
200RTX CORPORATIONRTX113,221$8.1M0.07%
201T-MOBILE US INCTMUSZ39,644$8.0M0.06%
202ADVANCED MICRO DEVICES INCAMD76,927$7.9M0.06%
203GOLDMAN SACHS GROUP INCGSCE24,318$7.9M0.06%
204BLACKSTONE INCBX73,429$7.9M0.06%
205DIMENSIONAL ETF TRUST25434V708298,470$7.8M0.06%
206NEXTERA ENERGY INCNEE-PW135,856$7.8M0.06%
207SPDR SER TR78468R62285,142$7.7M0.06%
208SELECT SECTOR SPDR TR81369Y70475,259$7.6M0.06%
209BLACKROCK INCBLK11,621$7.5M0.06%
210AT&T INCT-PC488,268$7.4M0.06%
211LAM RESEARCH CORPLRCX11,446$7.3M0.06%
212VANGUARD WORLD FD92191073396,787$7.3M0.06%
213SERVICENOW INCNOW12,875$7.2M0.06%
214EOG RES INCEOG56,653$7.2M0.06%
215THE CIGNA GROUP12552310024,810$7.1M0.06%
216DIMENSIONAL ETF TRUST25434V781298,486$7.1M0.06%
217STRYKER CORPORATIONSYK25,770$7.1M0.06%
218ISHARES TR464288372161,838$7.0M0.06%
219EATON CORP PLCETN32,749$7.0M0.06%
220SPDR GOLD TRGLD40,391$6.9M0.06%
221LOCKHEED MARTIN CORPLMT16,810$6.9M0.06%
222SELECT SECTOR SPDR TR81369Y852104,158$6.8M0.05%
223MARTIN MARIETTA MATLS INC57328410616,473$6.8M0.05%
224VANGUARD WORLD FDS92204A30652,611$6.7M0.05%
225SPDR SER TR78464A847151,000$6.6M0.05%
226MID-AMER APT CMNTYS INC59522J10350,827$6.5M0.05%
227GENERAL ELECTRIC CO36960430158,411$6.5M0.05%
228GRAHAM HLDGS COGHM11,033$6.4M0.05%
229ALTRIA GROUP INCMO151,695$6.4M0.05%
230AFLAC INCAFL82,390$6.3M0.05%
231SOUTHERN COSOMN97,452$6.3M0.05%
232ANALOG DEVICES INCADI35,581$6.2M0.05%
233EQUINIX INCEQIX8,571$6.2M0.05%
234TOLL BROTHERS INCTOL84,028$6.2M0.05%
235AMERICAN CENTY ETF TR025072372264,057$6.1M0.05%
236BECTON DICKINSON & COBDX23,623$6.1M0.05%
237VANGUARD ADMIRAL FDS INC92193270341,079$6.1M0.05%
238ISHARES TR46434V738122,561$6.1M0.05%
239KINSALE CAP GROUP INC49714P10814,563$6.0M0.05%
240DIMENSIONAL ETF TRUST25434V716214,868$6.0M0.05%
241WELLS FARGO CO NEW949746101142,354$5.8M0.05%
242MICRON TECHNOLOGY INCMU83,423$5.8M0.05%
243TAIWAN SEMICONDUCTOR MFG LTD87403910065,522$5.8M0.05%
244ISHARES TR46428772155,171$5.8M0.05%
245SHERWIN WILLIAMS COSHW22,679$5.8M0.05%
246SCHWAB CHARLES CORPSCHW-PJ105,106$5.8M0.05%
247AMERICAN TOWER CORP NEW03027X10035,044$5.8M0.05%
248MCKESSON CORPMCK13,259$5.8M0.05%
249PROLOGIS INC.PLDGP51,242$5.8M0.05%
250PROSHARES TR74347X831158,660$5.7M0.05%
251MEDTRONIC PLCMDT70,782$5.6M0.04%
252VANGUARD SCOTTSDALE FDS92206C66477,897$5.6M0.04%
253BLACKSTONE SECD LENDING FDBX201,479$5.5M0.04%
254MATADOR RES COMTDR92,634$5.5M0.04%
255VERTEX PHARMACEUTICALS INCVRTX15,820$5.5M0.04%
256GRAINGER W W INC3848021047,828$5.4M0.04%
257ASML HOLDING N VASMLF9,133$5.4M0.04%
258PALO ALTO NETWORKS INCPANW22,888$5.4M0.04%
259TRAVELERS COMPANIES INCTRV32,441$5.3M0.04%
260HESS CORPHESM34,493$5.3M0.04%
261FORD MTR CO DEL345370860422,890$5.3M0.04%
262MARATHON PETE CORPMARA34,669$5.2M0.04%
263AIRBNB INCABNB34,044$5.2M0.04%
264FEDEX CORPFDX19,218$5.2M0.04%
265ISHARES INC46434G82286,547$5.2M0.04%
266ENGINE NO 1 ETF TRUST29287L106103,209$5.1M0.04%
267ZOETIS INCZTS29,161$5.1M0.04%
268AON PLCAON15,663$5.1M0.04%
269ELASTIC N VESTC62,108$5.0M0.04%
270AMERICAN CENTY ETF TR02507270389,339$5.0M0.04%
271CSX CORPCSX160,082$4.9M0.04%
272EMERSON ELEC COEMR50,887$4.9M0.04%
273PROSHARES TR74347B68073,239$4.9M0.04%
274SPDR SER TR78464A82170,562$4.9M0.04%
275TRANE TECHNOLOGIES PLCTT23,917$4.9M0.04%
276SELECT SECTOR SPDR TR81369Y860141,919$4.8M0.04%
277IDEXX LABS INC45168D10411,001$4.8M0.04%
278SPDR SER TR78464A83973,280$4.8M0.04%
279PNC FINL SVCS GROUP INC69347510538,621$4.7M0.04%
280GLOBAL PMTS INC37940X10241,098$4.7M0.04%
281ROCKWELL AUTOMATION INCROK16,572$4.7M0.04%
2823M COMMM49,916$4.7M0.04%
283PLAINS GP HLDGS L PPAGP291,686$4.7M0.04%
284DIMENSIONAL ETF TRUST25434V658209,177$4.7M0.04%
285REGENERON PHARMACEUTICALSREGN5,649$4.7M0.04%
286NOVO-NORDISK A SNONOF51,058$4.7M0.04%
287DUPONT DE NEMOURS INCDD62,356$4.7M0.04%
288PROSHARES TR74347G739327,000$4.6M0.04%
289INTUITIVE SURGICAL INCISRG15,557$4.6M0.04%
290ECOLAB INCECL26,500$4.5M0.04%
291YUM BRANDS INCYUM35,005$4.5M0.04%
292PAYPAL HLDGS INCPYPL75,458$4.5M0.04%
293ISHARES GOLD TRIAU126,744$4.4M0.04%
294VANGUARD INTL EQUITY INDEX F92204274247,555$4.4M0.04%
295VANGUARD WORLD FDS92204A87634,632$4.4M0.04%
296PACCAR INCPCAR51,297$4.4M0.04%
297ASTRAZENECA PLCAZN64,744$4.4M0.04%
298KLA CORPKLAC9,535$4.4M0.04%
299INTERCONTINENTAL EXCHANGE IN45866F10439,178$4.3M0.03%
300VANGUARD BD INDEX FDS92193783561,777$4.3M0.03%
301CARRIER GLOBAL CORPORATIONCARR77,147$4.3M0.03%
302STONECO LTDSTNE400,542$4.3M0.03%
303DIMENSIONAL ETF TRUST25434V40191,674$4.3M0.03%
304AIR PRODS & CHEMS INCAIIR15,016$4.3M0.03%
305SPDR SER TR78468R853115,332$4.3M0.03%
306BLACKROCK MUN TARGET TERM TRBLK218,931$4.2M0.03%
307NORTHROP GRUMMAN CORPNOC9,645$4.2M0.03%
308AMERICAN CENTY ETF TR02507234992,360$4.2M0.03%
309DIREXION SHS ETF TR25459W86253,650$4.2M0.03%
310HUMANA INCHUM8,509$4.1M0.03%
311PARKER-HANNIFIN CORPPH10,643$4.1M0.03%
312MCCORMICK & CO INCMKC-V54,055$4.1M0.03%
313PHILLIPS 66PSX33,954$4.1M0.03%
314WASTE MGMT INC DEL94106L10926,690$4.1M0.03%
315US BANCORP DELUSB-PS121,548$4.0M0.03%
316SYSCO CORPSYY61,111$4.0M0.03%
317UTZ BRANDS INCUTZ300,466$4.0M0.03%
318TEXAS PACIFIC LAND CORPORATITPL2,192$4.0M0.03%
319AUTODESK INCADSK19,271$4.0M0.03%
320COTERRA ENERGY INCCTRA147,282$4.0M0.03%
321GILEAD SCIENCES INCGILD52,159$3.9M0.03%
322CADENCE DESIGN SYSTEM INCCDNS16,763$3.9M0.03%
323SELECT SECTOR SPDR TR81369Y30856,859$3.9M0.03%
324AMERICAN CENTY ETF TR025072802179,334$3.9M0.03%
325COLGATE PALMOLIVE COCL54,108$3.9M0.03%
326ONEOK INC NEWOKE61,320$3.9M0.03%
327PROSHARES TR74347R10772,300$3.9M0.03%
328MOODYS CORPMCO12,196$3.9M0.03%
329PRUDENTIAL FINL INCPUKPF40,300$3.8M0.03%
330LULULEMON ATHLETICA INCLULU9,907$3.8M0.03%
331CME GROUP INCCME18,985$3.8M0.03%
332ISHARES TR464288224256,759$3.8M0.03%
333WISDOMTREE TRWT62,211$3.7M0.03%
334AMERIPRISE FINL INC03076C10611,146$3.7M0.03%
335GOLUB CAP BDC INC38173M102250,447$3.7M0.03%
336ROPER TECHNOLOGIES INCROP7,571$3.7M0.03%
337KROGER COKR77,796$3.7M0.03%
338BROWN FORMAN CORPBF-B63,228$3.7M0.03%
339ACTIVISION BLIZZARD INC00507V10938,767$3.6M0.03%
340AMPHENOL CORP NEW03209510143,156$3.6M0.03%
341CORTEVA INCCTVA70,895$3.6M0.03%
342ISHARES TR46428768914,696$3.6M0.03%
343FIRST SOLAR INCFSLR22,080$3.6M0.03%
344TRANSDIGM GROUP INCTDG4,226$3.6M0.03%
345NLIGHT INCLASR338,068$3.5M0.03%
346AMERICAN WTR WKS CO INC NEW03042010328,342$3.5M0.03%
347DIMENSIONAL ETF TRUST25434V740146,643$3.5M0.03%
348BOSTON SCIENTIFIC CORPBSX65,263$3.4M0.03%
349KIMBERLY-CLARK CORPKMB28,218$3.4M0.03%
350SHELL PLCRYDAF53,385$3.4M0.03%
351OREILLY AUTOMOTIVE INC67103H1073,716$3.4M0.03%
352COPART INCCPRT78,178$3.4M0.03%
353DOW INCDOW64,882$3.3M0.03%
354MERCADOLIBRE INCMELI2,626$3.3M0.03%
355UNILEVER PLCUNLYF67,053$3.3M0.03%
356SPDR SER TR78468R66335,992$3.3M0.03%
357VANGUARD SCOTTSDALE FDS92206C68048,152$3.3M0.03%
358ISHARES TR46428875241,900$3.3M0.03%
359DUKE ENERGY CORP NEWDUKB37,161$3.3M0.03%
360VANGUARD INDEX FDS92290851225,027$3.3M0.03%
361VALERO ENERGY CORPVLO23,127$3.3M0.03%
362DEVON ENERGY CORP NEW25179M10368,638$3.3M0.03%
363ISHARES TR464287473531,001$3.3M0.03%
364CARMAX INCKMX45,894$3.3M0.03%
365DISCOVER FINL SVCS25470910837,487$3.3M0.03%
366DIGITAL RLTY TR INC25386810326,765$3.3M0.03%
367FISERV INCFISV28,820$3.3M0.03%
368ARES CAPITAL CORPARCC166,949$3.3M0.03%
369OLO INC68134L109534,290$3.2M0.03%
370NORFOLK SOUTHN CORP65584410816,077$3.2M0.03%
371DIMENSIONAL ETF TRUST25434V690111,250$3.2M0.03%
372DOCUSIGN INCDOCU75,851$3.2M0.03%
373COGNITION THERAPEUTICS INCCGTX2,205,377$3.2M0.03%
374SUBURBAN PROPANE PARTNERS LSPH197,442$3.2M0.03%
375CHARTER COMMUNICATIONS INC N16119P1087,092$3.2M0.03%
376VANGUARD SCOTTSDALE FDS92206C87041,479$3.2M0.03%
377OCCIDENTAL PETE CORP67459910548,389$3.1M0.03%
378GENERAL DYNAMICS CORPGD13,931$3.1M0.03%
379MICROCHIP TECHNOLOGY INC.MCHPP40,008$3.1M0.03%
380MARKEL GROUP INCMKL2,096$3.1M0.02%
381L3HARRIS TECHNOLOGIES INCLHX17,668$3.1M0.02%
382ALIBABA GROUP HLDG LTDBBAAY34,219$3.0M0.02%
383AUTOZONE INCAZO1,199$3.0M0.02%
384REMITLY GLOBAL INCRELY119,650$3.0M0.02%
385MONSTER BEVERAGE CORP NEWMNST56,946$3.0M0.02%
386CONSTELLATION BRANDS INCSTZ11,906$3.0M0.02%
387CROWN CASTLE INCCCI32,323$3.0M0.02%
388CABLE ONE INCCABO4,836$3.0M0.02%
389CENCORA INCCOR16,334$2.9M0.02%
390BAIN CAP SPECIALTY FIN INC05684B107191,243$2.9M0.02%
391PRIMERICA INCPRI15,035$2.9M0.02%
392VANGUARD WORLD FDS92204A10810,818$2.9M0.02%
393VANGUARD WORLD FDS92204A60314,888$2.9M0.02%
394EDWARDS LIFESCIENCES CORPEW41,137$2.9M0.02%
395LOEWS CORPL45,645$2.9M0.02%
396SELECT SECTOR SPDR TR81369Y10036,777$2.9M0.02%
397CANADIAN PACIFIC KANSAS CITYCP38,751$2.9M0.02%
398MONDELEZ INTL INC60920710541,134$2.9M0.02%
399VANGUARD BD INDEX FDS92193782738,011$2.9M0.02%
400TELEPHONE & DATA SYS INCTDS-PV155,698$2.9M0.02%
401FORTINET INCFTNT48,170$2.8M0.02%
402ISHARES TR46428760638,937$2.8M0.02%
403TRUIST FINL CORP89832Q10997,317$2.8M0.02%
404ALLSTATE CORPALL-PJ24,789$2.8M0.02%
405PROSHARES TR74347B20169,057$2.7M0.02%
406SCHWAB STRATEGIC TR80852440941,959$2.7M0.02%
407JABIL INCJBL21,266$2.7M0.02%
408NOVARTIS AGNVSEF26,255$2.7M0.02%
409CORNING INCGLW87,484$2.7M0.02%
410INVESCO EXCH TRD SLF IDX FDIVZ128,901$2.7M0.02%
411TRACTOR SUPPLY COTSCO13,055$2.7M0.02%
412HDFC BANK LTDHDB44,196$2.6M0.02%
413ARISTA NETWORKS INCANET14,223$2.6M0.02%
414VANGUARD INTL EQUITY INDEX F92204271824,566$2.6M0.02%
415BANK MONTREAL MEDIUM06367953417,352$2.6M0.02%
416GALLAGHER ARTHUR J & CO36357610911,361$2.6M0.02%
417CHIPOTLE MEXICAN GRILL INCCMG1,407$2.6M0.02%
418SIMON PPTY GROUP INC NEW82880610923,821$2.6M0.02%
419VANGUARD WORLD FDS92204A40531,652$2.5M0.02%
420INTERPUBLIC GROUP COS INCINTR88,661$2.5M0.02%
421HILTON WORLDWIDE HLDGS INCHLT16,910$2.5M0.02%
422SPDR SER TR78464A20134,434$2.5M0.02%
423FIRST TR EXCHANGE-TRADED FD33733E30215,730$2.5M0.02%
424COCA-COLA EUROPACIFIC PARTNECCEP40,182$2.5M0.02%
425VANGUARD WORLD FDS92204A50410,658$2.5M0.02%
426VANGUARD WORLD FDS92204A20713,659$2.5M0.02%
427MOTOROLA SOLUTIONS INCMSI9,120$2.5M0.02%
428ANSYS INC03662Q1058,344$2.5M0.02%
429DIREXION SHS ETF TR25459W458130,935$2.5M0.02%
430CITIGROUP INCC-PR59,630$2.5M0.02%
431ROSS STORES INCROST21,716$2.5M0.02%
432SPDR SER TR78464A30033,870$2.5M0.02%
433BROOKFIELD CORP11271J10778,094$2.4M0.02%
434DIREXION SHS ETF TR25459W84784,400$2.4M0.02%
435APOLLO GLOBAL MGMT INC03769M10626,993$2.4M0.02%
436OTIS WORLDWIDE CORPOTIS29,460$2.4M0.02%
437AMERICAN CENTY ETF TR02507288532,557$2.4M0.02%
438ILLUMINA INCILMN17,283$2.4M0.02%
439FORTIVE CORPFTV31,436$2.4M0.02%
440SYNOPSYS INCSNPS5,151$2.4M0.02%
441UBS GROUP AGUBS94,977$2.4M0.02%
442WILLIAMS COS INC96945710069,725$2.3M0.02%
443BURFORD CAP LTDBUR167,536$2.3M0.02%
444TE CONNECTIVITY LTDTEL18,672$2.3M0.02%
445GENERAL MTRS CO37045V10070,698$2.3M0.02%
446PERMIAN BASIN RTY TR714236106109,651$2.3M0.02%
447AMERICAN ELEC PWR CO INC02553710130,814$2.3M0.02%
448QUANTA SVCS INC74762E10212,352$2.3M0.02%
449VERISK ANALYTICS INCVRSK9,693$2.3M0.02%
450ISHARES TR46428724222,427$2.3M0.02%
451HERSHEY COHSY11,419$2.3M0.02%
452NUCOR CORPNUE14,419$2.3M0.02%
453PIONEER NAT RES CO7237871079,813$2.3M0.02%
454BROWN FORMAN CORPBF-B38,750$2.3M0.02%
455ARK ETF TR00214Q10455,759$2.2M0.02%
456CINTAS CORPCTAS4,595$2.2M0.02%
457COGNIZANT TECHNOLOGY SOLUTIOCTSH32,074$2.2M0.02%
458FAIR ISAAC CORPFICO2,528$2.2M0.02%
459ALIGN TECHNOLOGY INCALGN7,174$2.2M0.02%
460UNITED RENTALS INCURI4,925$2.2M0.02%
461VANGUARD BD INDEX FDS92193781970,902$2.2M0.02%
462LAUDER ESTEE COS INC51843910414,921$2.2M0.02%
463SCHLUMBERGER LTDSLB36,508$2.1M0.02%
464CAPITAL ONE FINL CORP14040H10521,890$2.1M0.02%
465CUMMINS INCCMI9,227$2.1M0.02%
466ARCHER DANIELS MIDLAND COADM28,000$2.1M0.02%
467BALL CORPBALL42,013$2.1M0.02%
468D R HORTON INC23331A10919,176$2.1M0.02%
469HUNT J B TRANS SVCS INC44565810710,928$2.1M0.02%
470VANGUARD WORLD FD92191072540,759$2.1M0.02%
471FASTENAL COFAST37,446$2.0M0.02%
472PAYCHEX INCPAYX17,548$2.0M0.02%
473ENBRIDGE INCENNPF60,840$2.0M0.02%
474SPDR SER TR78464A60724,146$2.0M0.02%
475ATLASSIAN CORPORATIONTEAM9,862$2.0M0.02%
476ACUMEN PHARMACEUTICALS INCABOS478,790$2.0M0.02%
477DECKERS OUTDOOR CORPDECK3,850$2.0M0.02%
478FREEPORT-MCMORAN INCFCX52,717$2.0M0.02%
479ROBLOX CORPRBLX67,976$2.0M0.02%
480ICON PLCICLR7,741$1.9M0.02%
481ISHARES TR46428824040,870$1.9M0.02%
482FTAI AVIATION LTDFTAIN53,864$1.9M0.02%
483FIVE BELOW INCFIVE11,759$1.9M0.02%
484SNOWFLAKE INCSNOW8,633$1.9M0.02%
485SPDR DOW JONES INDL AVERAGE78467X1095,621$1.9M0.02%
486CONSTELLATION ENERGY CORPCEG17,134$1.9M0.02%
487CROWDSTRIKE HLDGS INCCRWD10,901$1.8M0.01%
488ISHARES TR46428755614,845$1.8M0.01%
489MARATHON OIL CORPMARA67,851$1.8M0.01%
490GENERAL MLS INC37033410428,312$1.8M0.01%
491AMERICAN INTL GROUP INC02687478429,857$1.8M0.01%
492WORKDAY INCWDAY8,422$1.8M0.01%
493METLIFE INCMET-PF28,665$1.8M0.01%
494NXP SEMICONDUCTORS N VNXPI8,962$1.8M0.01%
495ZIMMER BIOMET HOLDINGS INCZBH15,955$1.8M0.01%
496INVESCO DB COMMDY INDX TRCKIVZ71,873$1.8M0.01%
497OLD DOMINION FREIGHT LINE INODFL4,356$1.8M0.01%
498ISHARES INC46434G83058,098$1.8M0.01%
499XYLEM INCXYL19,382$1.8M0.01%
500DIMENSIONAL ETF TRUST25434V68259,658$1.8M0.01%