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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

TD PRIVATE CLIENT WEALTH LLC

Quarter ended Q1 2025 · Filed April 29, 2025 · Accession 0001089355-25-000036

Total Value
$3.63B
Positions
1,415
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR PORTFOLIO S&P 500 ETF78464A8544,023,317$264.6M7.40%
2SPDR S&P 500 ETF TR TR UNITSPY348,814$195.1M5.46%
3ISHARES TR CORE MSCI EAFE ETF46432F8422,494,414$188.7M5.28%
4VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF92206C7713,923,459$181.7M5.08%
5ISHARES TR U S TREAS BD ETF46429B2676,104,423$140.3M3.93%
6VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS921908844455,868$88.4M2.47%
7VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD92206C1021,346,379$79.0M2.21%
8ISHARES TR 1-3 YR TREAS BD ETF464287457918,698$76.0M2.13%
9ISHARES TR CORE DIVID GROWTH ETF46434V6211,122,671$69.4M1.94%
10VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF922908652397,338$68.4M1.92%
11ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF4642886381,290,398$67.8M1.90%
12VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS921932505183,036$61.2M1.71%
13ISHARES TR 20Plus YR TREAS BD ETF464287432531,083$48.3M1.35%
14MICROSOFT CORP COMMSFT124,650$46.8M1.31%
15VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD92206C409586,168$46.3M1.29%
16ISHARES TR RUSSELL 1000 GROWTH ETF464287614128,041$46.2M1.29%
17ISHARES TR 3-7 YR TREAS BD ETF464288661364,598$43.1M1.21%
18ISHARES INC CORE MSCI EMERGING MKTS ETF46434G103772,819$41.7M1.17%
19ISHARES TR CORE U S AGGREGATE BD ETF464287226400,985$39.7M1.11%
20ISHARES TR MSCI EAFE ETF464287465482,566$39.4M1.10%
21VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836374,783$38.4M1.08%
22ISHARES TR CORE S&P 500 ETF46428720064,081$36.0M1.01%
23VANGUARD INDEX FDS VANGUARD VALUE ETF922908744184,182$31.8M0.89%
24AMAZON COM INC COMAMZN157,789$30.0M0.84%
25ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF464288646546,464$28.6M0.80%
26VANGUARD INDEX FDS VANGUARD GROWTH ETF92290873675,267$27.9M0.78%
27NVIDIA CORP COMNVDA244,638$26.5M0.74%
28APPLE INC COMAAPL117,650$26.1M0.73%
29META PLATFORMS INC CL AMETA42,782$24.7M0.69%
30ISHARES TR S&P 500 GROWTH ETF464287309257,609$23.9M0.67%
31SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF808524797853,767$23.9M0.67%
32JPMORGAN CHASE & CO COMVYLD95,472$23.4M0.66%
33ISHARES TR CORE S&P MID-CAP ETF464287507375,378$21.9M0.61%
34ISHARES TR IBOXX USD INVT GRADE CORP BD ETF464287242197,568$21.5M0.60%
35ISHARES TR RUSSELL 1000 VALUE ETF464287598109,262$20.6M0.58%
36VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS92206C870245,377$20.1M0.56%
37ISHARES TR S&P 500 VALUE ETF46428740899,272$18.9M0.53%
38VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF921937827236,042$18.5M0.52%
39PHILIP MORRIS INTL INC COM718172109114,036$18.1M0.51%
40VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C680292206C680178,755$16.6M0.46%
41ABBVIE INC COMABBV78,953$16.5M0.46%
42ISHARES TR CORE S&P U S VALUE ETF464287663173,466$16.0M0.45%
43SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF808524300637,150$16.0M0.45%
44ISHARES TR CORE S&P SMALL-CAP ETF464287804150,279$15.7M0.44%
45ALPHABET INC CL AGOOG98,471$15.2M0.43%
46PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD72201R783151,520$14.2M0.40%
47VANGUARD INDEX FDS VANGUARD MID-CAP ETF92290862954,842$14.2M0.40%
48VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF921937819178,677$13.7M0.38%
49SPDR SER TR S&P DIVID ETF78464A76399,275$13.5M0.38%
50CHEVRON CORP NEW COMCVX77,968$13.0M0.36%
51SPDR GOLD TR GOLD SHSGLD44,695$12.9M0.36%
52ISHARES TR 7-10 YR TREAS BD ETF464287440131,901$12.6M0.35%
53VERIZON COMMUNICATIONS INC COMVZ269,244$12.2M0.34%
54SPDR SER TR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF78468R739248,549$11.8M0.33%
55ISHARES TR RUSSELL 2000 ETF46428765557,028$11.4M0.32%
56ISHARES TR RUSSELL 1000 ETF46428762236,672$11.2M0.31%
57VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF921937835146,621$10.8M0.30%
58MASTERCARD INC CL AMA19,388$10.6M0.30%
59BROADCOM INC COMAVGO62,575$10.5M0.29%
60VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF92290875146,985$10.4M0.29%
61VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A70219,141$10.4M0.29%
62JOHNSON & JOHNSON COMJNJ61,908$10.3M0.29%
63VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF921937793142,370$10.0M0.28%
64VISA INC COM CL AV27,497$9.6M0.27%
65PROLOGIS INC COMPLDGP85,435$9.6M0.27%
66VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL921946885146,882$9.4M0.26%
67SPDR SER TR NUVEEN BLOOMBERG MUN BD ETF78468R721200,022$9.0M0.25%
68MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT98,425$8.8M0.25%
69SALESFORCE INC COMCRM32,180$8.6M0.24%
70US BANCORP DEL COM NEWUSB-PS203,684$8.6M0.24%
71AMERICAN ELEC PWR CO INC COM02553710174,537$8.1M0.23%
72BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A15,049$8.0M0.22%
73DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF233051432218,436$7.9M0.22%
74VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF922907746152,555$7.6M0.21%
75KENVUE INC COMKVUE314,380$7.5M0.21%
76AMGEN INC COMAMGN24,113$7.5M0.21%
77NEXTERA ENERGY INC COMNEE-PW103,844$7.4M0.21%
78NETFLIX INC COMNFLX7,892$7.4M0.21%
79ISHARES TR INTL SELECT DIVID ETF INDEX FD464288448234,479$7.3M0.20%
80WALMART INC COMWMT82,352$7.2M0.20%
81COCA COLA CO COMKO100,794$7.2M0.20%
82ISHARES TR SHORT-TERM NATL MUN BD ETF FD46428815867,807$7.2M0.20%
83ENTERGY CORP NEW COMENO82,377$7.0M0.20%
84HOME DEPOT INC COMHD19,203$7.0M0.20%
85ISHARES TR SELECT DIVID ETF FD46428716852,282$7.0M0.20%
86MERCK & CO INC NEW COMMRK78,174$7.0M0.20%
87ISHARES TR SHORT TREAS BD ETF46428867962,832$6.9M0.19%
88LINDE PLC NEW SHS ISIN#IE000S9YS762LIN14,504$6.8M0.19%
89GALLAGHER ARTHUR J & CO COM36357610919,548$6.7M0.19%
90UNITEDHEALTH GROUP INC COMUNH12,400$6.5M0.18%
91CISCO SYS INC COMCSCO103,804$6.4M0.18%
92ISHARES TR CORE S&P U S GROWTH ETF46428767149,572$6.3M0.18%
93DUKE ENERGY CORP NEW COM NEWDUKB51,629$6.3M0.18%
94BANK AMER CORP COM060505104148,208$6.2M0.17%
95EXXON MOBIL CORP COMXOM52,000$6.2M0.17%
96SANOFI SPONS ADR ISIN#US80105N1054SNYNF108,510$6.0M0.17%
97ALPHABET INC CAP STK CL CGOOG38,490$6.0M0.17%
98PAYCHEX INC COMPAYX38,738$6.0M0.17%
99ABBOTT LABS COMABLZF42,170$5.6M0.16%
100PNC FINL SVCS GROUP INC COM69347510531,476$5.5M0.15%
101SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911SPOT9,898$5.4M0.15%
102CUMMINS INC COMCMI17,267$5.4M0.15%
103CVS HEALTH CORP COMCVS78,914$5.3M0.15%
104UNION PAC CORP COMUNP22,544$5.3M0.15%
105WELLS FARGO & CO NEW COM94974610174,041$5.3M0.15%
106VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876918,878$5.2M0.15%
107PROCTER & GAMBLE CO COM74271810930,167$5.1M0.14%
108METLIFE INC COMMET-PF63,390$5.1M0.14%
109GILEAD SCIENCES INC COMGILD45,225$5.1M0.14%
110ISHARES TR RUSSELL MID-CAP GROWTH ETF46428748142,317$5.0M0.14%
111BRISTOL MYERS SQUIBB CO COMCELG-RI81,015$4.9M0.14%
112ENBRIDGE INC COM ISIN#CA29250N1050ENNPF111,534$4.9M0.14%
113ISHARES TR NATL MUN BD ETF FD46428841445,927$4.8M0.14%
114KKR & CO INC COMKKRT41,806$4.8M0.14%
115ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34ACN15,356$4.8M0.13%
116EMERSON ELEC CO COMEMR43,030$4.7M0.13%
117LILLY ELI & CO COMLLY5,607$4.6M0.13%
118BLACKROCK INC NEW COMBLK4,866$4.6M0.13%
119COMCAST CORP NEW CL ACCZ124,017$4.6M0.13%
120NATIONAL GRID PLC SPON ADR NEW 2017NMPWP68,238$4.5M0.13%
121FISERV INC COMFISV20,167$4.5M0.12%
122ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF46428851355,898$4.4M0.12%
123WISDOMTREE TR EMERGING MKTS HIGH DIVID FDWT103,345$4.3M0.12%
124AMERIPRISE FINL INC COM03076C1068,650$4.2M0.12%
125MORGAN STANLEY COM NEWMS-PQ35,629$4.2M0.12%
126BOSTON SCIENTIFIC CORP COMBSX40,776$4.1M0.12%
127SELECT SECTOR SPDR TR TECHNOLOGY81369Y80319,894$4.1M0.11%
128PEPSICO INC COMPEP26,848$4.0M0.11%
129ANALOG DEVICES INC COMADI19,953$4.0M0.11%
130INTERNATIONAL BUSINESS MACHS CORP COMINTR16,091$4.0M0.11%
131ISHARES TR RUSSELL MID-CAP ETF46428749946,732$4.0M0.11%
132LPL FINL HLDGS INC COM50212V10012,066$3.9M0.11%
133VERISK ANALYTICS INC COMVRSK13,210$3.9M0.11%
134SPDR SER TR BLOOMBERG BARCLAYS SHORT TERM CORPORATE BD ETF78464A474129,847$3.9M0.11%
135VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF92204285885,956$3.9M0.11%
136AMPHENOL CORP NEW CL A03209510159,073$3.9M0.11%
137SNAP ON INC COMSNA11,390$3.8M0.11%
138XCEL ENERGY INC COMXELLL53,336$3.8M0.11%
139THERMO FISHER SCIENTIFIC INC COMTMO7,550$3.8M0.11%
140INTUIT COMINTU6,116$3.8M0.11%
141HONEYWELL INTL INC COM43851610617,590$3.7M0.10%
142AMERICAN EXPRESS CO COMAXP13,822$3.7M0.10%
143VICI PPTYS INC COM925652109113,791$3.7M0.10%
144MCDONALDS CORP COMMCD11,878$3.7M0.10%
145AT&T INC COMT-PC130,632$3.7M0.10%
146HASBRO INC COMHAS59,846$3.7M0.10%
147SCHWAB STRATEGIC TR US LARGE-CAP ETF808524201164,825$3.6M0.10%
148UNITED PARCEL SVC INC CL BUPS31,957$3.5M0.10%
149TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100387403910021,094$3.5M0.10%
150CHENIERE ENERGY INC COM NEWLNG15,033$3.5M0.10%
151WEC ENERGY GROUP INC COMWEC31,544$3.4M0.10%
152VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF92204277556,519$3.4M0.10%
153INTUITIVE SURGICAL INC COM NEWISRG6,832$3.4M0.09%
154INTERCONTINENTAL EXCHANGE INC COM45866F10419,364$3.3M0.09%
155TESLA INC COMTSLA12,757$3.3M0.09%
156HUNTINGTON BANCSHARES INC COMHBANP217,798$3.3M0.09%
157SERVICENOW INC COMNOW4,072$3.2M0.09%
158PFIZER INC COMPFE127,653$3.2M0.09%
159TRUIST FINL CORP COM89832Q10978,564$3.2M0.09%
160VANGUARD INTL FD FTSE DEVELOPED MKTS ETF92194385863,360$3.2M0.09%
161PROGRESSIVE CORP OH COM74331510311,298$3.2M0.09%
162LENNOX INTL INC COM5261071075,674$3.2M0.09%
163INTERACTIVE BROKERS GROUP INC CL A - COM45841N10718,917$3.1M0.09%
164SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW78468R66334,122$3.1M0.09%
165LAZARD INC COMLAZ71,906$3.1M0.09%
166EATON CORPORATION PLC SHS ISIN#IE00B8KQN827ETN11,451$3.1M0.09%
167STARBUCKS CORP COMSBUX31,640$3.1M0.09%
168VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C71437,574$3.1M0.09%
169DISCOVER FINL SVCS COM25470910817,978$3.1M0.09%
170MARKEL GROUP INC COMMKL1,640$3.1M0.09%
171REALTY INCOME CORP COMO52,837$3.1M0.09%
172PHILLIPS 66 COMPSX24,664$3.0M0.09%
173CADENCE DESIGN SYS INC COMCDNS11,953$3.0M0.09%
174VERTEX PHARMACEUTICALS INC COMVRTX6,225$3.0M0.08%
175SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF78468R408119,660$3.0M0.08%
176SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X84899,982$3.0M0.08%
177BERKLEY W R CORP COMWRB-PH41,117$2.9M0.08%
178GE VERNOVA INC COMGEV9,545$2.9M0.08%
179APPLIED MATLS INC COM03822210520,079$2.9M0.08%
180CITIGROUP INC COM NEWC-PR40,743$2.9M0.08%
181DANAHER CORP COM23585110213,847$2.8M0.08%
182DISNEY WALT CO DISNEY COM25468710628,252$2.8M0.08%
183LYONDELLBASELL INDUSTRIES N V ORD SHS CL ALYB39,447$2.8M0.08%
184COSTCO WHOLESALE CORP NEW COM22160K1052,901$2.7M0.08%
185VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD92206C70646,064$2.7M0.08%
186PPL CORP COMPPLC75,440$2.7M0.08%
187ATLASSIAN CORP CL ATEAM12,593$2.7M0.07%
188TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967TT7,887$2.7M0.07%
189TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076TRPRF55,516$2.6M0.07%
190ISHARES TR S&P SMALL-CAP 600 GROWTH ETF46428788720,980$2.6M0.07%
191EQUIFAX INC COMEFX10,672$2.6M0.07%
192LOCKHEED MARTIN CORP COMLMT5,691$2.5M0.07%
193SOUTHERN CO COMSOMN27,484$2.5M0.07%
194NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086NTR50,614$2.5M0.07%
195WATSCO INC COMWSO-B4,842$2.5M0.07%
196VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108167,888$2.4M0.07%
197PARKER-HANNIFIN CORP COMPH3,972$2.4M0.07%
198ISHARES TR CORE S&P TOTAL U S STK MKT ETF46428715019,384$2.4M0.07%
199ROLLINS INC COMROL43,391$2.3M0.07%
200HCA HEALTHCARE INC COMHCA6,774$2.3M0.07%
201CONOCOPHILLIPS COMCOP22,156$2.3M0.07%
202VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF92290855325,537$2.3M0.06%
203BANK OF MONTREAL06367110123,817$2.3M0.06%
204APOLLO GLOBAL MGMT INC NEW COM03769M10616,525$2.3M0.06%
205HOWMET AEROSPACE INC COMHWM17,376$2.3M0.06%
206SS&C TECHNOLOGIES HLDGS INC COMSSNC26,597$2.2M0.06%
207ORACLE CORP COMORCL-PD15,781$2.2M0.06%
208CARDINAL HEALTH INC COMCAH15,967$2.2M0.06%
209COOPER COS INC COM PAR21664850125,875$2.2M0.06%
210BENTLEY SYS INC CL BBSY55,430$2.2M0.06%
211POOL CORP COMPOOL6,820$2.2M0.06%
212ISHARES TR S&P MIDCAP 400 VALUE ETF46428770517,988$2.2M0.06%
213MARSH & MCLENNAN COS INC COM5717481028,753$2.1M0.06%
214MSC INDL DIRECT INC CL A55353010627,402$2.1M0.06%
215BJS WHSL CLUB HLDGS INC COM05550J10118,326$2.1M0.06%
216ISHARES TR MSCI EAFE VALUE ETF46428887735,254$2.1M0.06%
217KLA CORP COMKLAC3,043$2.1M0.06%
218AUTODESK INC COMADSK7,851$2.1M0.06%
219UNIVERSAL DISPLAY CORP COMOLED14,638$2.0M0.06%
220ISHARES TR MSCI EAFE GROWTH ETF46428888520,226$2.0M0.06%
221STRYKER CORP COMMONSYK5,429$2.0M0.06%
222ALEXANDRIA REAL ESTATE EQUITIES INC COM01527110921,741$2.0M0.06%
223DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF19,180$2.0M0.06%
224HENRY JACK & ASSOC INC COM42628110110,985$2.0M0.06%
225WILLIAMS COS INC COM96945710033,189$2.0M0.06%
226ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74ALLE14,978$2.0M0.05%
227VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF92290861110,445$1.9M0.05%
228TEXAS INSTRS INC COM88250810410,820$1.9M0.05%
229SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050RYDAF26,495$1.9M0.05%
230VANGUARD ADMIRAL FDS INC S&P 500 VALUE INDEX FD ETF SHS92193270310,483$1.9M0.05%
231NORDSON CORP COMNDSN9,490$1.9M0.05%
232L3HARRIS TECHNOLOGIES INC COMLHX9,057$1.9M0.05%
233FIRSTENERGY CORP COMFE46,826$1.9M0.05%
234ZURN ELKAY WTR SOLUTIONS CORP COM98983L10857,059$1.9M0.05%
235GOLDMAN SACHS GROUP INC COMGSCE3,440$1.9M0.05%
236ISHARES TR TIPS BD ETF46428717616,886$1.9M0.05%
237FIRST CTZNS BANCSHARES INC CL A31946M1031,008$1.9M0.05%
238SONY GROUP CORP AMERN SH NEW ISIN#US8356993076SNEJF73,379$1.9M0.05%
239INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETFIVZ79,802$1.8M0.05%
240MICRON TECHNOLOGY INC COMMU21,154$1.8M0.05%
241VEEVA SYS INC CL A COMVEEV7,921$1.8M0.05%
242UNITED RENTALS INC COMURI2,921$1.8M0.05%
243ISHARES GOLD TR ISHARES NEWIAU30,646$1.8M0.05%
244VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF9229086377,021$1.8M0.05%
245TJX COS INC NEW COM87254010914,776$1.8M0.05%
246ZEBRA TECHNOLOGIES CORP CL AZBRA6,365$1.8M0.05%
247ELEVANCE HEALTH INC COMELV4,035$1.8M0.05%
248CHOICE HOTELS INTL INC COM16990510613,205$1.8M0.05%
249FIDELITY NATL INFORMATION SVCS INC COM31620M10623,377$1.7M0.05%
250BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL COM10919410013,734$1.7M0.05%
251TELEDYNE TECHNOLOGIES INC COMTDY3,496$1.7M0.05%
252GENERAL ELEC CO COM NEW3696043018,659$1.7M0.05%
253AMERICAN INTL GROUP INC COM NEW02687478419,904$1.7M0.05%
254AUTOMATIC DATA PROCESSING INC COMADP5,625$1.7M0.05%
255CHEMED CORP NEW COMCHE2,771$1.7M0.05%
256BP PLC SPONS ADRBPPFF50,423$1.7M0.05%
257BOOKING HLDGS INC COMBKNG368$1.7M0.05%
258CBRE GROUP INC CL ACBRE12,734$1.7M0.05%
259BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US110448107211044810740,188$1.7M0.05%
260SHOPIFY INC CL A ISIN#CA82509L1076SHOP17,392$1.7M0.05%
261WASTE MGMT INC DEL COM94106L1097,122$1.6M0.05%
262BAXTER INTL INC COM07181310947,438$1.6M0.05%
263SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORPORATE BD ETF78464A37547,678$1.6M0.04%
264T-MOBILE US INC COMTMUSZ5,920$1.6M0.04%
265ISHARES TR S&P MIDCAP 400 GROWTH ETF46428760618,749$1.6M0.04%
266SHERWIN-WILLIAMS CO COMSHW4,464$1.6M0.04%
267SCHWAB CHARLES CORP NEW COMSCHW-PJ19,808$1.6M0.04%
268POST HLDGS INC COMPOST13,285$1.5M0.04%
269SPDR INDEX SHS FDS S&P EMERGING MKTS ETF78463X50939,260$1.5M0.04%
270SAIA INC COMSAIA4,412$1.5M0.04%
271NISOURCE INC COMNI38,272$1.5M0.04%
272CHUBB LTD COM ISIN#CH0044328745CB5,041$1.5M0.04%
273ARISTA NETWORKS INC COM NEWANET19,638$1.5M0.04%
274OLLIES BARGAIN OUTLET HLDGS INC COM68111610912,967$1.5M0.04%
275NORFOLK SOUTHN CORP COM6558441086,284$1.5M0.04%
276CHIPOTLE MEXICAN GRILL INC COMCMG29,497$1.5M0.04%
277VISTRA CORP COMVST12,590$1.5M0.04%
278CIGNA GROUP COM1255231004,472$1.5M0.04%
279UNITED THERAPEUTICS CORP DEL COMUTHR4,762$1.5M0.04%
280GUIDEWIRE SOFTWARE INC COMGWRE7,705$1.4M0.04%
281MARVELL TECHNOLOGY INC COMMRVL23,288$1.4M0.04%
282COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH18,688$1.4M0.04%
283SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTMDY2,637$1.4M0.04%
284ILLINOIS TOOL WKS INC COM4523081095,611$1.4M0.04%
285NOVARTIS AG SPONSORED ADRNVSEF12,435$1.4M0.04%
286ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089AZN18,767$1.4M0.04%
287CARRIER GLOBAL CORP COMCARR21,712$1.4M0.04%
288VANECK ETF TR MORNINGSTAR WIDE MOAT ETF92189F64315,477$1.4M0.04%
289ZOETIS INC COMZTS8,220$1.4M0.04%
290VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS92206C7305,301$1.3M0.04%
291SCHLUMBERGER LTD COM ISIN# AN8068571086SLB31,743$1.3M0.04%
292GENERAL MTRS CO COM37045V10028,199$1.3M0.04%
293AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079AMCCF136,319$1.3M0.04%
294ELECTRONIC ARTS INC COMEA9,078$1.3M0.04%
295JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619G5150210516,155$1.3M0.04%
296CHARLES RIV LABORATORIES INTL INC COM1598641078,532$1.3M0.04%
297ISHARES TR RUSSELL MID-CAP VALUE ETF46428747310,152$1.3M0.04%
298ECOLAB INC COMECL5,042$1.3M0.04%
299KRAFT HEINZ CO COMKHC41,484$1.3M0.04%
300FORTIVE CORP COMFTV17,181$1.3M0.04%
301WABTEC COM9297401086,907$1.3M0.04%
302GARTNER INC COMIT2,942$1.2M0.03%
303HESS CORP COMHESM7,666$1.2M0.03%
304INVESCO EXCHANGE-TRADED FD TR II SR LN ETFIVZ59,019$1.2M0.03%
305ISHARES INC MSCI WORLD INDEX FD4642863927,928$1.2M0.03%
306ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF46435G24348,540$1.2M0.03%
307VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS92202080524,240$1.2M0.03%
308ISHARES TR RUSSELL 2000 GROWTH ETF4642876484,691$1.2M0.03%
309PAYPAL HLDGS INC COMPYPL18,335$1.2M0.03%
310BECTON DICKINSON & CO COMBDX5,210$1.2M0.03%
311MCKESSON CORP COMMCK1,764$1.2M0.03%
312AIR PRODS & CHEMS INC COMAIIR4,008$1.2M0.03%
313MIDDLEBY CORP COMMIDD7,709$1.2M0.03%
314LABCORP HLDGS INC COMLH5,011$1.2M0.03%
315COCA-COLA EUROPACIFIC PARTNERS PLC ISIN#GB00BDCPN049CCEP13,379$1.2M0.03%
316WEST PHARMACEUTICAL SVCS INC COM9553061055,190$1.2M0.03%
317EXPONENT INC COMEXPO14,236$1.2M0.03%
318SITEONE LANDSCAPE SUPPLY INC COMSITE9,447$1.1M0.03%
319QUALCOMM INC COMQCOM7,399$1.1M0.03%
320ISHARES TR RUSSELL 2000 VALUE ETF4642876307,503$1.1M0.03%
321VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD92194679415,372$1.1M0.03%
322VERALTO CORP COMVLTO11,452$1.1M0.03%
323AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54AON2,796$1.1M0.03%
324GE HEALTHCARE TECHNOLOGIES INC COMGEHC13,763$1.1M0.03%
325LEIDOS HLDGS INC COMLDOS8,213$1.1M0.03%
326LOWES COS INC COM5486611074,732$1.1M0.03%
327WORKDAY INC CL AWDAY4,656$1.1M0.03%
328VIPER ENERGY INC CL AVNOM24,023$1.1M0.03%
329CANADIAN IMPERIAL BK OF COMMERCECNDIF19,185$1.1M0.03%
330CROWN CASTLE INC COMCCI10,350$1.1M0.03%
331RELIANCE INC COMRS3,728$1.1M0.03%
332DIAMONDBACK ENERGY INC COMFANG6,730$1.1M0.03%
333MONOLITHIC PWR SYS INC COM6098391051,831$1.1M0.03%
334SYSCO CORP COMSYY14,083$1.1M0.03%
335SELECT SECTOR SPDR TR ENERGY81369Y50611,247$1.1M0.03%
336DYNATRACE INC COMDT22,188$1.0M0.03%
337AMERICAN TOWER CORP NEW COM03027X1004,761$1.0M0.03%
338DOLLAR GEN CORP NEW COM25667710511,752$1.0M0.03%
339COPART INC COMCPRT18,255$1.0M0.03%
340SCHWAB STRATEGIC TR INTERMEDIATE-TERM US TREASURY ETF80852485441,550$1.0M0.03%
341ISHARES TR ESG AWARE U S AGGREGATE BD ETF46435U54921,746$1.0M0.03%
342EXELON CORP COMEXC22,360$1.0M0.03%
343TERADYNE INC COMTER12,473$1.0M0.03%
344HP INC COMHPQ37,204$1.0M0.03%
345FAIR ISAAC CORPORATION COMFICO557$1.0M0.03%
346GENERAL DYNAMICS CORP COMGD3,741$1.0M0.03%
347AIRBNB INC CL A COMABNB8,528$1.0M0.03%
348ISHARES TR S&P SMALL-CAP 600 VALUE ETF46428787910,357$1.0M0.03%
349SYNOPSYS INC COMSNPS2,344$1.0M0.03%
350THOR INDS INC COM88516010113,207$1.0M0.03%
351CATERPILLAR INS COMCAT3,020$995,9960.03%
352ARES MGMT CORP COM CL AARES-PB6,791$995,6290.03%
353TRANSUNION COMTRU11,887$986,5020.03%
354NVR INC COMNVR136$985,2370.03%
355MONDELEZ INTL INC CL A60920710514,514$984,7750.03%
356AUTOZONE INC COMAZO255$972,2590.03%
357SCOTTS MIRACLE-GRO CO COMSMG17,336$951,5730.03%
358US FOODS HLDG CORP COMUSFD14,507$949,6280.03%
359CRH PLC SHS ISIN#IE0001827041CRH10,690$940,4140.03%
360SITIO ROYALTIES CORP NEW COM CL A82983N10847,098$935,8370.03%
361ASML HLDG N V N Y REGISTRY SHS NEW 2012ASMLF1,410$934,3080.03%
362WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211WTW2,747$928,3490.03%
363ISHARES TR MSCI EMERGING MKTS INDEX FD46428723421,002$917,7870.03%
364MICROCHIP TECHNOLOGY INC COMMCHPP18,829$911,5120.03%
365FIDELITY NATL FINL INC NEW FNF GROUP COMFNF13,608$885,6090.02%
366CSX CORP COMCSX30,082$885,3130.02%
367ISHARES TR 10-20 YR TREAS BD ETF4642886538,509$882,8100.02%
368BROOKFIELD INFRASTRUCTURE CORP NEW EXCHANGEABLE SUB VOTING SHS CL A ISIN#CA11276H1064BIPC24,350$879,3470.02%
369MARATHON PETE CORP COMMARA6,035$879,2390.02%
370MOTOROLA SOLUTIONS INC COM NEWMSI1,999$875,1820.02%
371DAVITA INC COMDVA5,703$872,3880.02%
372OMNICOM GROUP INC COMOMC10,468$867,9020.02%
373SELECT SECTOR SPDR TR FINANCIAL81369Y60517,036$848,5460.02%
374EOG RES INC COMEOG6,574$843,0500.02%
375SCHWAB STRATEGIC TR US AGGREGATE BD ETF80852483936,287$840,4070.02%
376MSCI INC COMMSCI1,468$830,1540.02%
377PG&E CORP COMPCG-PX47,860$822,2350.02%
378ADOBE SYS INC COMADBE2,114$810,7820.02%
379JACOBS SOLUTIONS INC COMJ6,673$806,6990.02%
380MANULIFE FINL CORP COM ISIN#CA56501R106456501R10625,584$796,9420.02%
381CORPAY INC COMCPAY2,281$795,4300.02%
382KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047KGCRF62,947$793,7620.02%
383OTIS WORLDWIDE CORP COMOTIS7,614$785,7650.02%
384HUBSPOT INC COMHUBS1,356$774,6690.02%
385ALLSTATE CORP COMALL-PJ3,741$774,6490.02%
386S&P GLOBAL INC COMSPGI1,524$774,3440.02%
387JONES LANG LASALLE INC COMJLL3,054$757,1170.02%
388WISDOMTREE TR US QUALITY DIVID GROWTH FDWT8,987$717,7020.02%
389BROADRIDGE FINL SOLUTIONS INC COM11133T1032,914$706,6450.02%
390CNH INDL N V SHS ISIN#NL0010545661N2094410957,206$702,4900.02%
391FLEX LTD ORD SHS ISIN#SG9999000020FLEX21,126$698,8480.02%
392BUILDERS FIRSTSOURCE INC COMBLDR5,573$696,2910.02%
393CENTERPOINT ENERGY INC COMCNP19,142$693,5150.02%
394SEALED AIR CORP NEW COMSE23,905$690,8550.02%
395PPG INDS INC COM6935061076,263$684,8590.02%
396VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF9229085952,713$683,0520.02%
397KINDER MORGAN INC DEL COMEP-PC23,902$681,9240.02%
398ISHARES TR MBS ETF4642885887,142$669,7770.02%
399MUELLER INDS INC COM6247561028,747$665,9970.02%
400CROWN HLDGS INC COMCCK7,407$661,1490.02%
401SCHWAB STRATEGIC TR US MID-CAP ETF80852450825,226$660,9210.02%
402DATADOG INC CL ADDOG6,660$660,7390.02%
403HEWLETT PACKARD ENTERPRISE CO COMHPE-PC42,189$650,9760.02%
404THE TRADE DESK INC COM CL A88339J10511,855$648,7060.02%
405TECK RES LTD CL B SUB VTG SHS ISIN# CA8787422044TCKRF17,796$648,3080.02%
406VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS9220427425,571$645,9570.02%
407DEERE & CO COMDE1,363$639,7240.02%
408CONSTELLATION BRANDS INC CL ASTZ3,439$631,2160.02%
409PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD72201R20511,612$627,2800.02%
410VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF9229085123,903$626,5450.02%
411SMURFIT WESTROCK LIMITED REGISTERED SHS ISIN#IE00028FXN24SW13,835$623,4050.02%
412UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF10,442$621,8390.02%
413GRAPHIC PACKAGING HLDG CO COMGPK23,942$621,5340.02%
414VANGUARD WORLD FDS VANGUARD ENERGY ETF92204A3064,776$619,4950.02%
415ISHARES TR ESG AWARE MSCI USA ETF46435G4255,037$614,0610.02%
416KONINKLIJKE PHILIPS N V ISIN#US5004723038RYLPF23,949$608,3050.02%
417AXON ENTERPRISE INC COMAXON1,123$590,6420.02%
418ADVANCED MICRO DEVICES INC COMAMD5,738$589,5220.02%
419ISHARES TR CORE 10 PLUS YR USD BD ETF46428947911,423$571,1500.02%
420PUBLIC STORAGE COMPSA-PS1,898$568,0520.02%
421KEYSIGHT TECHNOLOGIES INC COMKEYS3,779$565,9810.02%
422HUMANA INC COMHUM2,125$562,1870.02%
423ACUITY INC COMAYI2,125$559,6190.02%
424HARTFORD INS GROUP INC COMHIG-PG4,504$557,2800.02%
425INVESCO EXCHANGE-TRADED FD TR II FUNDAMENTAL HIGH YIELD CORPORATE ETFIVZ30,566$552,0220.02%
426ISHARES TR CORE TOTAL USD BD MKT ETF46434V61311,878$547,3380.02%
427AFLAC INC COMAFL4,832$537,2700.02%
428EVERCORE INC CL AEVR2,684$536,0480.01%
429ONEOK INC NEW COMOKE5,390$534,7960.01%
430CME GROUP INC COMCME2,006$532,1720.01%
431INVESCO EXCHANGE-TRADED FD TR WATER RES ETFIVZ8,239$531,5800.01%
432CBOE GLOBAL MKTS INC COM12503M1082,340$529,5190.01%
433TRACTOR SUPPLY CO COMTSCO9,581$527,9130.01%
434INTERNATIONAL FLAVORS & FRAGRANCES INC COM4595061016,766$525,1090.01%
435SEMPRA COMSREA7,300$520,9280.01%
436IRON MTN INC NEW COM46284V1016,000$516,2400.01%
437BOEING CO COMBA-PA3,022$515,4020.01%
438AUTONATION INC COMAN3,171$513,4480.01%
439LAMB WESTON HLDGS INC COMLW9,590$511,1470.01%
440SAP SE SPONSORED ADR ISIN#US8030542042SAPGF1,900$510,0360.01%
441NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI2,646$502,8990.01%
442SPDR SER TR BLOOMBERG HIGH YIELD BD ETF NEW78468R6225,258$501,0870.01%
443ROCKWELL AUTOMATION INC COMROK1,938$500,7400.01%
444ISHARES SILVER TR ISHARESSLV15,769$488,6810.01%
445FREEPORT-MCMORAN INC CL BFCX12,868$487,1820.01%
446BLOCK H & R INC COMBSQKZ8,745$480,1880.01%
447EXELIXIS INC COMEXEL12,944$477,8920.01%
448DOMINION ENERGY INC COMD8,510$477,1560.01%
449AGILENT TECHNOLOGIES INC COMA3,996$467,4520.01%
450EBAY INC COMEBAY6,877$465,7790.01%
451VULCAN MATLS CO COM9291601091,989$464,0370.01%
452MID-AMER APT CMNTYS INC COM59522J1032,759$462,3530.01%
453PALANTIR TECHNOLOGIES INC CL APLTR5,439$459,0520.01%
454LAM RESH CORP COM NEWLRCX6,285$456,9200.01%
455BLACKSTONE INC COMBX3,268$456,8010.01%
456NIKE INC CL BNKE7,188$456,2940.01%
457ALPS ETF TR ALERIAN MLP ETF NEW00162Q4528,774$455,7220.01%
458GODADDY INC CL AGDDY2,523$454,4930.01%
459ISHARES TR MSCI ACWI LOW CARBON TARGET ETF46434V4642,368$452,7130.01%
460BLUE OWL CAP INC COM CL AOWL22,463$450,1590.01%
461TOYOTA MTR CO SPON ADRTOYOF2,508$442,7370.01%
462CARLYLE GROUP INC COMCGABL10,069$438,9080.01%
463LULULEMON ATHLETICA INC COMLULU1,536$434,7800.01%
464UNITED AIRLS HLDGS INC COMUNTCW6,277$433,4270.01%
465CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113M224651041,901$433,2760.01%
466ISHARES TR U S TECHNOLOGY ETF4642877213,066$430,6340.01%
467EMCOR GROUP INC COMEME1,141$421,7480.01%
468DARDEN RESTAURANTS INC COMDRI2,029$421,5450.01%
469QUEST DIAGNOSTICS INC COMDGX2,479$419,5190.01%
470DUPONT DE NEMOURS INC COMDD5,580$416,7140.01%
471DOW INC COMDOW11,920$416,2460.01%
472ALLISON TRANSMISSION HLDGS INC COMALSN4,331$414,3470.01%
473MURPHY USA INC COMMUSA879$412,9630.01%
474VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF92203J4078,411$410,6050.01%
475CENOVUS ENERGY INC COM ISIN#CA15135U1093CVE29,133$405,2400.01%
476ALTRIA GROUP INC COMMO6,751$405,1950.01%
477ISHARES INC MSCI BIC ETF46428665710,061$402,6260.01%
478TEXTRON INC COMTXT5,544$400,5540.01%
479COMFORT SYS USA INC COM1999081041,236$398,4000.01%
480FEDEX CORP COMFDX1,611$392,7300.01%
481FOX CORP CL AFOX6,914$391,3320.01%
482FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FDFLEX10,061$390,4670.01%
483MARTIN MARIETTA MATLS INC COM573284106813$388,7200.01%
484GOLDMAN SACHS ETF TR TR ACTIVEBETA U S LARGE CAP EQUITY ETFNVGLF3,521$387,5920.01%
485TYSON FOODS INC CL ATSN6,053$386,2420.01%
486NRG ENERGY INC COM NEWNRG4,045$386,1360.01%
487PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF74348A4673,731$381,1830.01%
488VANGUARD INDEX FDS MID-CAP GROWTH ETF9229085381,552$379,6810.01%
489KEURIG DR PEPPER INC COMKDP11,087$379,3970.01%
490PALO ALTO NETWORKS INC COMPANW2,223$379,3330.01%
491ISHARES TR BIOTECHNOLOGY ETF4642875562,956$378,0720.01%
492SELECT SECTOR SPDR TR HEALTH CARE81369Y2092,583$377,0820.01%
493VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS9219328853,777$372,8240.01%
494RESTAURANT BRANDS INTL INC COM ISIN#CA76131D103376131D1035,579$371,7850.01%
495VANGUARD WORLD FDS VANGUARD FINLS ETF92204A4053,082$368,1590.01%
496WATERS CORP COM941848103996$367,0960.01%
497SK TELECOM CO LTD SPONSORED ADR NEW ISIN#US78440P3064SKM16,950$360,3570.01%
498ISHARES INC ESG AWARE MSCI EM ETF46434G86310,280$359,2860.01%
499SELECT SECTOR SPDR TR INDL81369Y7042,726$357,3260.01%
500TRIMBLE INC COMTRMB5,410$355,1670.01%