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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

FIRST FOUNDATION ADVISORS

Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0001086763-26-000002

Total Value
$2.65B
Positions
583
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT978,745$473.3M17.86%
2ISHARES TR464287200243,392$166.7M6.29%
3ALPHABET INCGOOG340,927$107.0M4.04%
4ISHARES TR46432F842969,830$86.8M3.27%
5J P MORGAN EXCHANGE TRADED F46641Q3321,351,604$77.4M2.92%
6VANECK ETF TRUST92189F643708,024$73.3M2.77%
7APPLE INCAAPL263,377$71.6M2.70%
8AMAZON COM INCAMZN260,183$60.1M2.27%
9GOLDMAN SACHS ETF TRNVGLF405,417$53.7M2.02%
10ISHARES TR464287499483,305$46.5M1.76%
11BERKSHIRE HATHAWAY INC DELBRK-A87,704$44.1M1.66%
12ISHARES INC46434G103592,536$39.8M1.50%
13ADVANCED MICRO DEVICES INCAMD181,192$38.8M1.46%
14GOLDMAN SACHS ETF TRNVGLF853,546$36.7M1.38%
15GOLDMAN SACHS ETF TRNVGLF439,496$33.2M1.25%
16NVIDIA CORPORATIONNVDA171,590$32.0M1.21%
17ISHARES TR46428720045,499$31.2M1.18%
18INVESCO EXCHANGE TRADED FD TIVZ676,903$31.1M1.17%
19ISHARES TR464287655117,784$29.0M1.09%
20JPMORGAN CHASE & CO.VYLD88,266$28.4M1.07%
21ISHARES GOLD TRIAU318,481$25.9M0.98%
22AMPHENOL CORP NEW032095101152,360$20.6M0.78%
23ISHARES TR464288356348,609$20.0M0.76%
24SCHWAB CHARLES CORPSCHW-PJ174,029$17.4M0.66%
25MASTERCARD INCORPORATEDMA30,299$17.3M0.65%
26J P MORGAN EXCHANGE TRADED F46641Q126355,282$16.6M0.63%
27UNITED PARCEL SERVICE INCUPS165,126$16.4M0.62%
28UBER TECHNOLOGIES INCUBER199,960$16.3M0.62%
29ISHARES TR46428761434,276$16.2M0.61%
30ALPHABET INCGOOG50,362$15.8M0.60%
31INVESCO EXCHANGE TRADED FD TIVZ76,756$14.7M0.55%
32PHILIP MORRIS INTL INC71817210987,634$14.1M0.53%
33GOLDMAN SACHS ETF TRNVGLF316,645$13.2M0.50%
34META PLATFORMS INCMETA19,958$13.2M0.50%
35WISDOMTREE TRWT297,139$13.1M0.49%
36ISHARES TR46428715082,810$12.3M0.46%
37SSGA ACTIVE ETF TR78467V608289,737$12.0M0.45%
38ISHARES TR464287440123,610$11.9M0.45%
39COSTCO WHSL CORP NEW22160K10513,433$11.6M0.44%
40CENCORA INCCOR34,281$11.6M0.44%
41QUALCOMM INCQCOM64,381$11.0M0.42%
42ASTRAZENECA PLCAZN118,516$10.9M0.41%
43ISHARES TR464287226109,055$10.9M0.41%
44SUNCOR ENERGY INC NEWSU230,449$10.2M0.39%
45SPDR S&P 500 ETF TRSPY14,847$10.1M0.38%
46SSGA ACTIVE ETF TR78467V400204,154$10.1M0.38%
47MICROSOFT CORPMSFT20,866$10.1M0.38%
48LISTED FDS TR53656F623214,576$9.5M0.36%
49LOWES COS INC54866110738,828$9.4M0.35%
50J P MORGAN EXCHANGE TRADED F46641Q332159,455$9.1M0.34%
51CANADIAN PACIFIC KANSAS CITYCP119,190$8.8M0.33%
52JOHNSON & JOHNSONJNJ42,386$8.8M0.33%
53ISHARES TR46432F33943,817$8.7M0.33%
54DISNEY WALT CO25468710674,472$8.5M0.32%
55GOLDMAN SACHS ETF TRNVGLF61,924$8.2M0.31%
56ALPHABET INCGOOG25,403$8.0M0.30%
57GLOBAL X FDS37954Y475195,234$7.9M0.30%
58PROLOGIS INC.PLDGP61,203$7.8M0.29%
59INVESCO EXCH TRADED FD TR IIIVZ307,196$7.4M0.28%
60APPLIED MATLS INC03822210527,960$7.2M0.27%
61APPLOVIN CORPAPP10,610$7.1M0.27%
62AMAZON COM INCAMZN30,764$7.1M0.27%
63MEDPACE HLDGS INCMEDP12,428$7.0M0.26%
64ISHARES TR46432F84276,800$6.9M0.26%
65GOLDMAN SACHS ETF TRNVGLF156,227$6.7M0.25%
66ISHARES TR46428761413,986$6.6M0.25%
67BERKSHIRE HATHAWAY INC DELBRK-A13,107$6.6M0.25%
68ASML HOLDING N VASMLF6,056$6.5M0.24%
69BROOKFIELD CORP11271J107137,705$6.3M0.24%
70CHEVRON CORP NEWCVX41,275$6.3M0.24%
71ISHARES TR46436E71861,366$6.2M0.23%
72ELI LILLY & COLLY5,677$6.1M0.23%
73ISHARES TR46428724253,679$5.9M0.22%
74VANECK ETF TRUST92189F387244,997$5.6M0.21%
75MONOLITHIC PWR SYS INC6098391056,180$5.6M0.21%
76VANECK ETF TRUST92189F64352,502$5.4M0.21%
77ISHARES TR46428748139,498$5.4M0.20%
78APPLE INCAAPL19,545$5.3M0.20%
79CME GROUP INCCME19,443$5.3M0.20%
80BROADCOM INCAVGO15,250$5.3M0.20%
81WALMART INCWMT46,342$5.2M0.19%
82ISHARES TR46434V62174,063$5.1M0.19%
83ISHARES TR46428730941,548$5.1M0.19%
84ADOBE INCADBE14,609$5.1M0.19%
85VISA INCV14,527$5.1M0.19%
86EXXON MOBIL CORPXOM41,766$5.0M0.19%
87FORTINET INCFTNT61,927$4.9M0.19%
88INTUITINTU7,368$4.9M0.18%
89ARISTA NETWORKS INCANET36,828$4.8M0.18%
90IDEXX LABS INC45168D1047,130$4.8M0.18%
91BOOKING HOLDINGS INCBKNG894$4.8M0.18%
92CINTAS CORPCTAS25,461$4.8M0.18%
93TEXAS INSTRS INC88250810427,260$4.7M0.18%
94ISHARES TR46428986772,162$4.7M0.18%
95SERVICENOW INCNOW30,349$4.6M0.18%
96INVESCO EXCHANGE TRADED FD TIVZ98,608$4.5M0.17%
97ISHARES TR46428746546,513$4.5M0.17%
98VEEVA SYS INCVEEV19,739$4.4M0.17%
99HOME DEPOT INCHD12,490$4.3M0.16%
100MERCADOLIBRE INCMELI2,103$4.2M0.16%
101GLOBAL X FDS37954Y475104,174$4.2M0.16%
102ENTERPRISE PRODS PARTNERS L293792107130,492$4.2M0.16%
103NEXTERA ENERGY INCNEE-PW50,685$4.1M0.15%
104ISHARES TR46428722640,237$4.0M0.15%
105NVIDIA CORPORATIONNVDA21,046$3.9M0.15%
106BARCLAYS BANK PLCVXZ100,815$3.8M0.14%
107BERKSHIRE HATHAWAY INC DELBRK-A5$3.8M0.14%
108ACCENTURE PLC IRELANDACN13,966$3.7M0.14%
109GOLDMAN SACHS ETF TRNVGLF49,444$3.7M0.14%
110ISHARES INC46434G10354,581$3.7M0.14%
111LINDE PLCLIN8,604$3.7M0.14%
112ISHARES TR46428748125,743$3.5M0.13%
113INVESCO QQQ TRIVZ5,661$3.5M0.13%
114JPMORGAN CHASE & CO.VYLD10,788$3.5M0.13%
115COLUMBIA ETF TR II19762B20288,921$3.4M0.13%
116MSCI INCMSCI5,853$3.4M0.13%
117ISHARES TR46428749934,708$3.3M0.13%
118ISHARES TR46434V45673,046$3.3M0.13%
119BURFORD CAP LTDBUR368,129$3.3M0.12%
120ALPHABET INCGOOG10,195$3.2M0.12%
121DECKERS OUTDOOR CORPDECK30,732$3.2M0.12%
122SCHWAB STRATEGIC TR808524201115,109$3.1M0.12%
123ISHARES TR46428841428,520$3.1M0.12%
124LABCORP HOLDINGS INCLH11,959$3.0M0.11%
125PAYCOM SOFTWARE INCPAYC18,718$3.0M0.11%
126PROCTER AND GAMBLE CO74271810920,514$2.9M0.11%
127CENCORA INCCOR8,673$2.9M0.11%
128AON PLCAON8,189$2.9M0.11%
129AMPHENOL CORP NEW03209510121,360$2.9M0.11%
130ISHARES TR46428765511,676$2.9M0.11%
131VANGUARD INDEX FDS92290855331,848$2.8M0.11%
132GILEAD SCIENCES INCGILD22,029$2.7M0.10%
133JOINT CORPJYNT305,688$2.7M0.10%
134UNITEDHEALTH GROUP INCUNH7,920$2.6M0.10%
135ISHARES TR46428740812,318$2.6M0.10%
136TESLA INCTSLA5,772$2.6M0.10%
137ALPS ETF TR00162Q34699,481$2.6M0.10%
138REXFORD INDL RLTY INC76169C10065,892$2.6M0.10%
139BERKSHIRE HATHAWAY INC DELBRK-A5,055$2.5M0.10%
140J P MORGAN EXCHANGE TRADED F46641Q12654,111$2.5M0.10%
141ORACLE CORPORCL-PD12,942$2.5M0.10%
142REALTY INCOME CORPO44,738$2.5M0.10%
143UBER TECHNOLOGIES INCUBER30,727$2.5M0.09%
144KINSALE CAP GROUP INC49714P1086,406$2.5M0.09%
145FLEXSHARES TRFLEX30,860$2.5M0.09%
146MASTERCARD INCORPORATEDMA4,365$2.5M0.09%
147ISHARES TR46428730919,768$2.4M0.09%
148ISHARES TR46428723444,146$2.4M0.09%
149BROOKFIELD INFRAST PARTNERSG1625210169,402$2.4M0.09%
150JANUS DETROIT STR TR47103U84546,945$2.4M0.09%
151REGENERON PHARMACEUTICALSREGN3,049$2.4M0.09%
152COPART INCCPRT59,844$2.3M0.09%
153CISCO SYS INCCSCO29,862$2.3M0.09%
154GOLDMAN SACHS ETF TRNVGLF54,979$2.3M0.09%
155J P MORGAN EXCHANGE TRADED F46641Q83744,653$2.3M0.09%
156ISHARES TR46428887728,962$2.1M0.08%
157RTX CORPORATIONRTX11,095$2.0M0.08%
158GE AEROSPACE3696043016,594$2.0M0.08%
159ABBVIE INCABBV8,689$2.0M0.07%
160CATERPILLAR INCCAT3,444$2.0M0.07%
161T ROWE PRICE ETF INC87283Q10739,140$2.0M0.07%
162PFIZER INCPFE78,200$1.9M0.07%
163LIBERTY MEDIA CORP DELFWONB21,599$1.9M0.07%
164ISHARES GOLD TRIAU23,417$1.9M0.07%
165SCHWAB CHARLES CORPSCHW-PJ18,807$1.9M0.07%
166DANAHER CORPORATION2358511028,098$1.9M0.07%
167PIMCO CALIF MUN INCOME FD72200N106209,176$1.8M0.07%
168ISHARES TR4642876485,606$1.8M0.07%
169ISHARES TR46428888515,653$1.8M0.07%
170ISHARES TR46432F3398,959$1.8M0.07%
171VANGUARD SCOTTSDALE FDS92206C87020,685$1.7M0.07%
172ISHARES TR4642874088,121$1.7M0.06%
173APPLIED MATLS INC0382221056,693$1.7M0.06%
174INVESCO EXCH TRADED FD TR IIIVZ72,295$1.7M0.06%
175KONINKLIJKE PHILIPS N VRYLPF61,225$1.7M0.06%
176SSGA ACTIVE ETF TR78467V60839,519$1.6M0.06%
177ISHARES TR46428887722,477$1.6M0.06%
178VANGUARD INDEX FDS9229087694,689$1.6M0.06%
179ISHARES TR46428747311,130$1.6M0.06%
180ISHARES TR46428888513,365$1.5M0.06%
181BLOOM ENERGY CORPBE17,500$1.5M0.06%
182ISHARES TR4642876308,200$1.5M0.06%
183INVESCO EXCHANGE TRADED FD TIVZ7,736$1.5M0.06%
184COLUMBIA ETF TR II19762B20238,626$1.5M0.06%
185VANGUARD INDEX FDS9229083632,354$1.5M0.06%
186ISHARES SILVER TRSLV22,855$1.5M0.06%
187TJX COS INC NEW8725401099,533$1.5M0.06%
188BROOKFIELD CORP11271J10731,773$1.5M0.06%
189ISHARES TR46428832327,065$1.4M0.05%
190VANECK ETF TRUST92189F38762,760$1.4M0.05%
191SPDR GOLD TRGLD3,489$1.4M0.05%
192MERCK & CO INCMRK13,103$1.4M0.05%
193ISHARES TR4642871509,265$1.4M0.05%
194VANECK ETF TRUST92189H73037,472$1.4M0.05%
195CONSTELLATION ENERGY CORPCEG3,832$1.4M0.05%
196NEXTERA ENERGY INCNEE-PW16,785$1.3M0.05%
197SCHWAB STRATEGIC TR80852420149,452$1.3M0.05%
198INTERNATIONAL BUSINESS MACHSINTR4,489$1.3M0.05%
199CME GROUP INCCME4,828$1.3M0.05%
200AMERICAN EXPRESS COAXP3,536$1.3M0.05%
201VANECK ETF TRUST92189F59335,037$1.3M0.05%
202LOWES COS INC5486611075,293$1.3M0.05%
203STARBUCKS CORPSBUX14,920$1.3M0.05%
204ABBOTT LABSABLZF9,939$1.2M0.05%
205PHILLIPS EDISON & CO INCPECO34,493$1.2M0.05%
206ISHARES TR46428750718,059$1.2M0.04%
207ISHARES TR46428724210,776$1.2M0.04%
208COSTAR GROUP INCCSGP17,614$1.2M0.04%
209GOLDMAN SACHS GROUP INCGSCE1,326$1.2M0.04%
210BARCLAYS BANK PLCVXZ30,555$1.1M0.04%
211ISHARES TR4642876306,291$1.1M0.04%
212ISHARES TR4642876483,522$1.1M0.04%
213SSGA ACTIVE ETF TR78467V40022,674$1.1M0.04%
214BANK AMERICA CORP06050510420,082$1.1M0.04%
215META PLATFORMS INCMETA1,659$1.1M0.04%
216UNITED PARCEL SERVICE INCUPS10,987$1.1M0.04%
217TANDY LEATHER FACTORY INCTLF395,175$1.1M0.04%
218ISHARES TR46428835618,674$1.1M0.04%
219AT&T INCT-PC43,027$1.1M0.04%
220NUVEEN CALIFORNIA MUNI VLU FNU119,258$1.1M0.04%
221TORTOISE ENERGY INFRA CORPTYG25,812$1.1M0.04%
222PFIZER INCPFE42,127$1.0M0.04%
223SSGA ACTIVE ETF TR78467V84826,036$1.0M0.04%
224ISHARES TR46436E71810,211$1.0M0.04%
225PALANTIR TECHNOLOGIES INCPLTR5,627$1.0M0.04%
226ALPHABET INCGOOG3,144$984,0720.04%
227BLACKROCK INCBLK919$983,6480.04%
228MORGAN STANLEYMS-PQ5,442$966,1690.04%
229COLUMBIA ETF TR I19761L50852,404$961,8780.04%
230ISHARES TR4642878047,984$959,5600.04%
231CME GROUP INCCME3,500$955,7800.04%
232AMGEN INCAMGN2,905$950,7320.04%
233EDWARDS LIFESCIENCES CORPEW11,141$949,7700.04%
234ISHARES TR46435G34242,470$941,9820.04%
235ISHARES TR4642874659,717$933,1240.04%
236ISHARES TR4642875984,418$929,1970.04%
237NETFLIX INCNFLX9,910$929,1620.04%
238ISHARES BITCOIN TRUST ETFIBIT18,688$927,8590.04%
239GE VERNOVA INCGEV1,417$926,1420.03%
240BROADCOM INCAVGO2,663$921,6640.03%
241ISHARES TR4642874736,526$920,4920.03%
242WELLS FARGO CO NEW949746804751$910,2120.03%
243MCDONALDS CORPMCD2,855$872,6640.03%
244SUNCOR ENERGY INC NEWSU19,522$865,9960.03%
245VISA INCV2,462$863,4480.03%
246COSTCO WHSL CORP NEW22160K105992$855,4410.03%
247BOEING COBA-PA3,831$831,7870.03%
248SELECT SECTOR SPDR TR81369Y7045,284$819,6100.03%
249SPDR S&P 500 ETF TRSPY1,194$814,2120.03%
250PEPSICO INCPEP5,597$803,3220.03%
251TEXAS INSTRS INC8825081044,407$764,5700.03%
252EXXON MOBIL CORPXOM6,311$759,4660.03%
253ISHARES TR4642884147,088$759,1960.03%
254PEPSICO INCPEP5,271$756,4940.03%
255PIMCO ETF TR72201R7758,094$753,3900.03%
256ISHARES TR4642874579,091$752,8980.03%
257VERIZON COMMUNICATIONS INCVZ17,820$725,8270.03%
258HONEYWELL INTL INC4385161063,656$713,1590.03%
259PHILIP MORRIS INTL INC7181721094,425$709,7700.03%
260COCA COLA COKO10,124$707,7920.03%
261SELECT SECTOR SPDR TR81369Y8034,910$706,8930.03%
262ISHARES TR46434V28210,176$706,5200.03%
263ISHARES TR4642887603,278$703,7650.03%
264UNITEDHEALTH GROUP INCUNH2,131$703,4640.03%
265ELI LILLY & COLLY651$699,6170.03%
266CITIGROUP INCC-PR5,985$698,3340.03%
267JOHNSON & JOHNSONJNJ3,366$696,5940.03%
268SALESFORCE INCCRM2,626$695,6560.03%
269WELLS FARGO CO NEW9497461017,454$694,7290.03%
270CAPITAL ONE FINL CORP14040H1052,845$689,4140.03%
271ISHARES TR46434V45615,064$684,6590.03%
272PARKER-HANNIFIN CORPPH774$680,3150.03%
273LABCORP HOLDINGS INCLH2,656$666,3370.03%
274LINDE PLCLIN1,558$664,3160.03%
275PACCAR INCPCAR6,000$657,0600.02%
276LOCKHEED MARTIN CORPLMT1,357$656,3170.02%
277BANK AMERICA CORP060505682520$651,0400.02%
278PIMCO DYNAMIC INCOME STRATEGPDX34,597$649,7410.02%
279CHEVRON CORP NEWCVX4,254$648,3520.02%
280ROCKWELL AUTOMATION INCROK1,663$647,1470.02%
281CROWDSTRIKE HLDGS INCCRWD1,360$637,5140.02%
282ENTERPRISE PRODS PARTNERS L29379210719,570$627,4140.02%
283QNITY ELECTRONICS INCQ7,432$606,8230.02%
284STRATEGY INCSTRK3,992$606,5840.02%
285CANADIAN PACIFIC KANSAS CITYCP8,238$606,5640.02%
286J P MORGAN EXCHANGE TRADED F46654Q20310,414$605,2620.02%
287ULTA BEAUTY INCULTA986$596,5400.02%
288ROCKWELL AUTOMATION INCROK1,532$596,0550.02%
289AON PLCAON1,689$596,0140.02%
290DUPONT DE NEMOURS INCDD14,691$590,5780.02%
291BANK NEW YORK MELLON CORP0640581005,080$589,7370.02%
292EMERSON ELEC COEMR4,435$588,6130.02%
293INVESCO EXCHANGE TRADED FD TIVZ7,789$584,5640.02%
294PROLOGIS INC.PLDGP4,565$582,7680.02%
295ISHARES TR46432F3962,318$580,2190.02%
296SOUTHERN COSOMN6,631$578,2370.02%
297ISHARES TR4642888109,290$577,3740.02%
298WISDOMTREE TRWT12,996$572,4730.02%
299SPDR SERIES TRUST78464A6312,351$567,0390.02%
300VANGUARD SPECIALIZED FUNDS9219088442,531$556,2630.02%
301ALEXANDRIA REAL ESTATE EQ IN01527110911,332$554,5880.02%
302NATURAL RESOURCE PARTNERS L63900P6085,296$552,9020.02%
303DELTA AIR LINES INC DELDAL7,950$551,7300.02%
304SELECT SECTOR SPDR TR81369Y60510,021$548,8290.02%
305INVESCO EXCHANGE TRADED FD TIVZ6,822$537,9830.02%
306TESLA INCTSLA1,171$526,6220.02%
307VANGUARD INDEX FDS9229085535,947$526,2500.02%
308INVESCO EXCH TRADED FD TR IIIVZ21,745$525,3590.02%
309MCKESSON CORPMCK640$524,9860.02%
310WASTE MGMT INC DEL94106L1092,386$524,1600.02%
311QUALCOMM INCQCOM2,995$512,2950.02%
312VANGUARD INDEX FDS9229087361,047$510,7890.02%
313DIMENSIONAL ETF TRUST25434V83113,388$509,1460.02%
314NUVEEN CA QUALTY MUN INCOMENU42,714$504,4520.02%
315VANGUARD TAX-MANAGED FDS9219438588,069$504,0700.02%
316VANGUARD INTL EQUITY INDEX F9220427423,551$500,9040.02%
317ASTRAZENECA PLCAZN5,411$497,4330.02%
318ISHARES TR46434V2827,118$494,2030.02%
319AGNC INVT CORP00123Q10445,946$492,5410.02%
320DISNEY WALT CO2546871064,302$489,4390.02%
321RIVERNORTH DOUBLELINE STRATEOPP-PC61,339$487,6450.02%
322SHOPIFY INCSHOP3,000$482,9100.02%
323DEERE & CODE1,010$470,3430.02%
324BUSINESS FIRST BANCSHARES INBFST17,966$469,6310.02%
325SCHWAB STRATEGIC TR80852479717,098$468,9850.02%
326ALPS ETF TR00162Q34617,844$465,1930.02%
327DOW INCDOW19,747$461,6760.02%
328VANGUARD WHITEHALL FDS9219464063,193$458,2590.02%
329ASML HOLDING N VASMLF427$456,8300.02%
330ISHARES TR46434V2906,021$450,8520.02%
331LAM RESEARCH CORPLRCX2,630$450,2040.02%
332BROWN FORMAN CORPBF-B17,263$449,8740.02%
333REXFORD INDL RLTY INC76169C10011,562$447,6810.02%
334EXELON CORPEXC10,092$439,9100.02%
335SEMPRASREA4,943$436,4500.02%
336LISTED FDS TR53656F6239,768$434,2850.02%
337INVESCO QQQ TRIVZ700$430,0170.02%
338BRITISH AMERN TOB PLC1104481077,565$428,3300.02%
339INTEL CORPINTC11,600$428,0550.02%
340THERMO FISHER SCIENTIFIC INCTMO738$427,6340.02%
341ISHARES U S ETF TR46431W5988,764$427,2450.02%
342ISHARES TR4642888023,031$422,3550.02%
343ISHARES TR4642885703,233$416,5020.02%
344WILLIAMS COS INC9694571006,858$412,2090.02%
345WALMART INCWMT3,693$411,4370.02%
346S&P GLOBAL INCSPGI783$409,3450.02%
347MOLINA HEALTHCARE INCMOH2,323$403,1330.02%
348REPUBLIC SVCS INC7607591001,885$399,4880.02%
349DANAHER CORPORATION2358511021,721$393,9710.01%
350SHERWIN WILLIAMS COSHW1,200$388,8360.01%
351ZOETIS INCZTS3,044$383,0480.01%
352ISHARES TR4642888287,850$376,3450.01%
353INVESCO EXCH TRADED FD TR IIIVZ16,200$375,6780.01%
354VANGUARD SCOTTSDALE FDS92206C4094,571$364,4460.01%
355EXCHANGE TRADED CONCEPTS TRU3015057075,211$361,1740.01%
356INTUITIVE SURGICAL INCISRG634$359,0720.01%
357SCHOLASTIC CORPSCHL12,111$358,8490.01%
358MICRON TECHNOLOGY INCMU1,255$358,1900.01%
359ISHARES TR46434V6215,061$351,3350.01%
360PROCTER AND GAMBLE CO7427181092,434$348,8170.01%
361WELLTOWER INCWELL1,857$344,6850.01%
362PARKER-HANNIFIN CORPPH387$340,1580.01%
363KINDER MORGAN INC DELEP-PC12,240$336,4780.01%
364TARGET CORPTGT3,440$336,2600.01%
365ISHARES TR4642875153,162$334,1920.01%
366MEDPACE HLDGS INCMEDP593$333,0580.01%
367FIDELITY COVINGTON TRUST3160928081,440$323,5250.01%
368CAPITOL SER TR14064D55010,729$321,5380.01%
369PIMCO ETF TR72201R58511,939$318,5330.01%
370ALPS ETF TR00162Q4526,771$318,3670.01%
371ENTERPRISE FINL SVCS CORP2937121055,870$316,9800.01%
372ORACLE CORPORCL-PD1,581$308,1530.01%
373HOME DEPOT INCHD885$304,5290.01%
374VANECK ETF TRUST92189H7308,295$300,2790.01%
375VIRTUS ETF TR II92790A5047,047$295,9810.01%
376XCEL ENERGY INCXELLL4,000$295,4400.01%
377JOINT CORPJYNT33,430$291,5100.01%
378ISHARES TR4642898674,409$286,6290.01%
379YUM BRANDS INCYUM1,873$283,3030.01%
380MEDTRONIC PLCMDT2,942$282,6090.01%
381TAIWAN SEMICONDUCTOR MFG LTD874039100919$279,2750.01%
382NIKE INCNKE4,379$278,9860.01%
383PUBLIC STORAGE OPER COPSA-PS1,072$278,1840.01%
384PIMCO DYNAMIC INCOME OPRNTS69355M10720,000$276,8000.01%
385SEAGATE TECHNOLOGY HLDNGS PLSE1,001$275,6650.01%
386BLACKROCK INCBLK256$274,0070.01%
387TRANE TECHNOLOGIES PLCTT697$271,2720.01%
388AMERICA MOVIL SAB DE CVAMXOF13,095$270,6740.01%
389ISHARES TR464287101773$265,1160.01%
390FASTENAL COFAST6,604$265,0190.01%
391INVESCO EXCH TRADED FD TR IIIVZ5,508$264,4050.01%
392ABBVIE INCABBV1,141$260,7070.01%
393ISHARES TR4642874402,685$258,1900.01%
394APPFOLIO INCAPPF1,098$255,4500.01%
395FIDELITY COVINGTON TRUST3160928404,500$255,1050.01%
396DIMENSIONAL ETF TRUST25434V7086,430$254,5640.01%
397WESTERN DIGITAL CORPWDC1,477$254,4430.01%
398FIRSTENERGY CORPFE5,570$249,3690.01%
399HONEYWELL INTL INC4385161061,268$247,3740.01%
400PIMCO DYNAMIC INCOME FD72201Y10113,883$245,8680.01%
401UNION PAC CORPUNP1,060$245,1990.01%
402GENERAL MTRS CO37045V1003,002$244,1260.01%
403ALTRIA GROUP INCMO4,210$242,7320.01%
404DIMENSIONAL ETF TRUST25434V5003,444$239,9430.01%
405SYSCO CORPSYY3,235$238,3870.01%
406WEC ENERGY GROUP INCWEC2,260$238,3400.01%
407SONY GROUP CORPSNEJF9,300$238,0800.01%
408ISHARES TR46434V6135,070$235,9580.01%
409ISHARES TR46434V4075,463$234,1990.01%
410VERTEX PHARMACEUTICALS INCVRTX515$233,4800.01%
411S&P GLOBAL INCSPGI445$232,5530.01%
412ADVANCED MICRO DEVICES INCAMD1,083$231,9350.01%
413SCHWAB STRATEGIC TR8085247637,331$231,0000.01%
414COMCAST CORP NEWCCZ7,692$229,9050.01%
415ACCENTURE PLC IRELANDACN854$229,1280.01%
416THERMO FISHER SCIENTIFIC INCTMO394$228,3030.01%
417EATON CORP PLCETN714$227,4160.01%
418SHELL PLCRYDAF3,084$226,6410.01%
419IONQ INCIONQ-WT5,025$225,4720.01%
420BOOKING HOLDINGS INCBKNG42$224,9240.01%
421ISHARES TR4642875491,734$223,9630.01%
422VANGUARD INDEX FDS922908363355$222,6310.01%
423LENNAR CORPLEN-B2,322$220,8690.01%
424SPDR S&P MIDCAP 400 ETF TRMDY363$218,9910.01%
425APPLOVIN CORPAPP324$218,3180.01%
426RTX CORPORATIONRTX1,168$214,2110.01%
427NORTHROP GRUMMAN CORPNOC360$205,3450.01%
428SCHWAB STRATEGIC TR8085244096,903$204,3980.01%
429CINTAS CORPCTAS1,081$203,3040.01%
430TRAVELERS COMPANIES INCTRV698$202,4620.01%
431UNITY SOFTWARE INCU4,578$202,2100.01%
432INNOVATOR ETFS TRUSTINHD6,830$201,9630.01%
433MARRIOTT INTL INC NEW571903202650$201,6560.01%
434ECOLAB INCECL762$200,0400.01%
435STRYKER CORPORATIONSYK565$198,5810.01%
436J P MORGAN EXCHANGE TRADED F46641Q6543,863$196,7810.01%
437COSTAR GROUP INCCSGP2,921$196,4080.01%
438ARISTA NETWORKS INCANET1,489$195,1040.01%
439BANK NEW YORK MELLON CORP0640581001,666$193,4060.01%
440BLACKROCK MUNIHLDNGS CALI QLBLK17,946$190,2280.01%
441ISHARES U S ETF TR46431W5983,883$189,2960.01%
442SCHWAB STRATEGIC TR8085248057,806$187,6560.01%
443SHERWIN WILLIAMS COSHW573$185,6690.01%
444BOEING COBA-PA855$185,6380.01%
445EATON VANCE LIMITED DURATIONETN18,611$184,4350.01%
446MONOLITHIC PWR SYS INC609839105199$180,3660.01%
447PIMCO DYNAMIC INCOME FD72201Y10110,000$177,1000.01%
448READY CAPITAL CORPRC-PE79,677$173,6970.01%
449AUTOMATIC DATA PROCESSING INADP675$173,6300.01%
450MONDELEZ INTL INC6092071053,223$173,4940.01%
451GOLDMAN SACHS GROUP INCGSCE196$172,2840.01%
452VANGUARD INTL EQUITY INDEX F9220428583,128$168,1610.01%
453MERCK & CO INCMRK1,596$167,9950.01%
454XCEL ENERGY INCXELLL2,250$166,1850.01%
455CAPITAL ONE FINL CORP14040H105660$159,9780.01%
456ISHARES TR464287598759$159,6480.01%
457ISHARES TR4642877881,230$158,5840.01%
458SCHWAB STRATEGIC TR8085246075,555$158,2060.01%
459BLACKSTONE INCBX1,015$156,4520.01%
460KAYNE ANDERSON ENERGY INFRST48660610612,605$156,0500.01%
461ISHARES BITCOIN TRUST ETFIBIT3,100$153,9150.01%
462MERCADOLIBRE INCMELI75$151,0700.01%
463J P MORGAN EXCHANGE TRADED F46641Q6542,954$150,4770.01%
464CHUBB LIMITEDCB481$150,1300.01%
465TJX COS INC NEW872540109976$149,9230.01%
466CISCO SYS INCCSCO1,942$149,5920.01%
467TANDY LEATHER FACTORY INCTLF54,318$148,8310.01%
468PIMCO INCOME STRATEGY FD II72201J10419,533$146,4950.01%
469SPDR SERIES TRUST78464A7631,050$146,1180.01%
470WASTE MGMT INC DEL94106L109661$145,2280.01%
471NORFOLK SOUTHN CORP655844108496$143,2050.01%
472ISHARES TR4642877881,102$142,0230.01%
473SCHWAB STRATEGIC TR8085248055,810$139,6720.01%
474ABBOTT LABSABLZF1,109$138,9470.01%
475ECOLAB INCECL520$136,5100.01%
476ELEVANCE HEALTH INC FORMERLYELV381$133,5600.01%
477DOUBLELINE INCOME SOLUTIONSDSL11,360$128,0270.00%
478ELEVANCE HEALTH INC FORMERLYELV359$125,8470.00%
479FORTINET INCFTNT1,519$120,6240.00%
480DECKERS OUTDOOR CORPDECK1,138$117,9760.00%
481MCDONALDS CORPMCD386$117,9730.00%
482SCHWAB STRATEGIC TR8085246074,040$115,0590.00%
483BLACKROCK CALIF MUN INCOME TBLK10,126$108,7500.00%
484CHUBB LIMITEDCB348$108,6180.00%
485VEEVA SYS INCVEEV485$108,2670.00%
486IDEXX LABS INC45168D104157$106,2150.00%
487SERVICENOW INCNOW690$105,7010.00%
488BURFORD CAP LTDBUR11,744$104,7560.00%
489DOUBLELINE INCOME SOLUTIONSDSL9,193$103,6050.00%
490ISHARES TR464288802742$103,3940.00%
491AMERICAN EXPRESS COAXP276$102,1060.00%
492UNION PAC CORPUNP441$102,0280.00%
493INTUITINTU153$101,3500.00%
494TCW STRATEGIC INCOME FD INC87234010420,202$99,7980.00%
495VANECK ETF TRUST92189F5932,707$99,2930.00%
496MSCI INCMSCI170$97,5340.00%
497AUTOMATIC DATA PROCESSING INADP377$96,9760.00%
498VANGUARD INDEX FDS922908769289$96,8930.00%
499CATERPILLAR INCCAT164$93,9510.00%
500VANGUARD INTL EQUITY INDEX F9220428581,706$91,7150.00%