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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

CI Private Wealth, LLC

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002270

Total Value
$37.24B
Positions
2,770
Other Managers
7
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL10,021,837$1.65B4.85%
2MICROSOFT CORPMSFT5,025,775$1.45B4.25%
3AMAZON COM INCAMZN5,503,397$568.4M1.67%
4ALPHABET INCGOOG4,858,642$505.3M1.48%
5SCHWAB STRATEGIC TR80852480513,087,644$455.4M1.34%
6BERKSHIRE HATHAWAY INC DELBRK-A1,431,116$441.9M1.30%
7THERMO FISHER SCIENTIFIC INCTMO759,958$438.0M1.28%
8ISHARES TR464287200998,675$410.5M1.20%
9VANGUARD INDEX FDS9229083631,085,994$408.4M1.20%
10JOHNSON & JOHNSONJNJ2,599,913$403.0M1.18%
11COSTCO WHSL CORP NEW22160K105784,523$389.8M1.14%
12ALPHABET INCGOOG3,757,354$389.8M1.14%
13DIMENSIONAL ETF TRUST25434V72411,475,958$384.2M1.13%
14PROCTER AND GAMBLE CO7427181092,357,171$350.5M1.03%
15RAYTHEON TECHNOLOGIES CORPRTX3,569,402$349.6M1.02%
16VISA INCV1,543,333$348.0M1.02%
17JPMORGAN CHASE & COVYLD2,579,046$336.1M0.99%
18PEPSICO INCPEP1,796,284$327.5M0.96%
19MCDONALDS CORPMCD1,124,503$314.4M0.92%
20UNITEDHEALTH GROUP INCUNH660,709$312.2M0.92%
21SPDR S&P 500 ETF TRSPY720,700$295.1M0.87%
22EXXON MOBIL CORPXOM2,633,210$288.8M0.85%
23ROPER TECHNOLOGIES INCROP652,419$287.5M0.84%
24CHEVRON CORP NEWCVX1,688,211$275.4M0.81%
25NEXTERA ENERGY INCNEE-PW3,193,764$246.2M0.72%
26STRYKER CORPORATIONSYK856,612$244.5M0.72%
27MERCK & CO INCMRK2,293,800$244.1M0.72%
28ABBVIE INCABBV1,509,315$240.5M0.71%
29ISHARES TR46432F8343,821,261$236.7M0.69%
30ACCENTURE PLC IRELANDACN813,219$232.4M0.68%
31VANGUARD MUN BD FDS9229077464,565,595$231.3M0.68%
32HOME DEPOT INCHD768,308$226.7M0.66%
33VANGUARD TAX-MANAGED FDS9219438584,852,903$219.2M0.64%
34ABBOTT LABSABLZF2,092,751$211.9M0.62%
35STARBUCKS CORPSBUX2,020,676$210.4M0.62%
36ZOETIS INCZTS1,248,848$207.9M0.61%
37NVIDIA CORPORATIONNVDA735,650$204.3M0.60%
38VANGUARD BD INDEX FDS9219378272,660,845$203.5M0.60%
39PACCAR INCPCAR2,728,332$199.7M0.59%
40ISHARES TR464287614807,847$197.4M0.58%
41VANGUARD INDEX FDS922908769920,074$187.8M0.55%
42DISNEY WALT CO2546871061,872,711$187.5M0.55%
43DANAHER CORPORATION235851102732,946$184.7M0.54%
44ISHARES INC46434G1033,738,615$182.4M0.53%
45ISHARES INC4642865251,870,188$180.9M0.53%
46ISHARES TR4642874401,802,195$178.6M0.52%
47VANGUARD INDEX FDS922908595807,423$174.7M0.51%
48MASTERCARD INCORPORATEDMA474,751$172.5M0.51%
49VANGUARD SPECIALIZED FUNDS9219088441,108,726$170.8M0.50%
50BROADCOM INCAVGO261,170$167.6M0.49%
51LILLY ELI & COLLY474,024$162.8M0.48%
52TEXAS INSTRS INC882508104872,875$162.4M0.48%
53DEERE & CODE383,979$158.5M0.46%
54SCHWAB STRATEGIC TR8085247972,100,514$153.7M0.45%
55VANGUARD INDEX FDS922908736613,706$153.1M0.45%
56AMERICAN EXPRESS COAXP905,155$149.3M0.44%
57COCA COLA COKO2,347,001$145.6M0.43%
58CATERPILLAR INCCAT634,949$145.3M0.43%
59DOVER CORPDOV943,181$143.3M0.42%
60NIKE INCNKE1,133,671$139.0M0.41%
61META PLATFORMS INCMETA620,648$131.5M0.39%
62CISCO SYS INCCSCO2,513,960$131.4M0.39%
63VANGUARD INTL EQUITY INDEX F9220428583,233,094$130.6M0.38%
64HONEYWELL INTL INC438516106681,911$130.3M0.38%
65VANGUARD BD INDEX FDS9219378351,723,195$127.2M0.37%
66VANGUARD INDEX FDS9229085531,517,878$126.1M0.37%
67VANGUARD ADMIRAL FDS INC921932505698,299$125.9M0.37%
68CARLISLE COS INC142339100554,588$125.4M0.37%
69DIMENSIONAL ETF TRUST25434V7084,868,622$124.1M0.36%
70ECOLAB INCECL745,637$123.4M0.36%
71ADOBE SYSTEMS INCORPORATEDADBE317,810$122.5M0.36%
72LINDE PLCLIN342,889$121.9M0.36%
73DIMENSIONAL ETF TRUST25434V6092,726,323$121.3M0.36%
74SELECT SECTOR SPDR TR81369Y803782,172$118.1M0.35%
75VANGUARD SCOTTSDALE FDS92206C4091,542,019$117.5M0.34%
76ISHARES TR4642874651,628,806$116.5M0.34%
77VANGUARD STAR FDS9219097682,078,847$114.8M0.34%
78TJX COS INC NEW8725401091,391,742$109.1M0.32%
79AUTOMATIC DATA PROCESSING INADP487,142$108.5M0.32%
80BERKSHIRE HATHAWAY INC DELBRK-A3,894$107.6M0.32%
81SCHWAB STRATEGIC TR8085247553,437,922$107.5M0.32%
82COMCAST CORP NEWCCZ2,795,780$106.0M0.31%
83SPDR SER TR78464A4091,884,369$104.3M0.31%
84VANGUARD INTL EQUITY INDEX F9220427751,940,710$103.8M0.30%
85ORACLE CORPORCL-PD1,115,352$103.6M0.30%
86PFIZER INCPFE2,493,974$101.8M0.30%
87S&P GLOBAL INCSPGI294,835$101.7M0.30%
88ISHARES TR46432F8421,515,524$101.3M0.30%
89ISHARES TR46434V8781,959,757$98.5M0.29%
90ASML HOLDING N VASMLF144,567$98.4M0.29%
91ISHARES TR46434V4562,762,181$97.5M0.29%
92WALMART INCWMT660,774$97.4M0.29%
93SALESFORCE INCCRM478,473$95.6M0.28%
94CHUBB LIMITEDCB491,809$95.5M0.28%
95PROGRESSIVE CORP743315103662,811$94.8M0.28%
96UNION PAC CORPUNP466,332$93.9M0.28%
97AMGEN INCAMGN386,155$93.4M0.27%
98APPLE INCAAPL559,990$92.3M0.27%
99RELIANCE STEEL & ALUMINUM CORS351,469$90.2M0.26%
100AIR PRODS & CHEMS INCAIIR314,118$90.2M0.26%
101ISHARES TR46432F339723,605$89.8M0.26%
102TESLA INCTSLA429,109$89.0M0.26%
103ISHARES TR46432F396631,554$87.8M0.26%
104LOCKHEED MARTIN CORPLMT184,515$87.2M0.26%
105MORGAN STANLEYMS-PQ981,194$86.1M0.25%
106SPDR S&P MIDCAP 400 ETF TRMDY186,229$85.4M0.25%
107DIMENSIONAL ETF TRUST25434V7323,615,162$85.3M0.25%
108ISHARES TR464287507335,100$83.8M0.25%
109ISHARES TR464287879861,646$80.6M0.24%
110QUALCOMM INCQCOM626,819$80.0M0.23%
111MONDELEZ INTL INC6092071051,146,337$79.9M0.23%
112ISHARES TR464288414741,173$79.9M0.23%
113MICROSOFT CORPMSFT275,496$79.4M0.23%
114VANGUARD INDEX FDS922908744574,073$79.3M0.23%
115DIMENSIONAL ETF TRUST25434V7733,379,239$77.7M0.23%
116DIMENSIONAL ETF TRUST25434V4011,734,137$77.0M0.23%
117UNITED PARCEL SERVICE INCUPS385,810$74.8M0.22%
118CROWN CASTLE INCCCI558,252$74.7M0.22%
119LOWES COS INC548661107370,310$74.1M0.22%
120DIMENSIONAL ETF TRUST25434V2032,718,999$73.3M0.21%
121VERIZON COMMUNICATIONS INCVZ1,869,032$72.7M0.21%
122ISHARES TR464287804741,797$71.7M0.21%
123INTEL CORPINTC2,187,943$71.5M0.21%
124ISHARES TR464287598461,354$70.2M0.21%
125GOLDMAN SACHS ETF TRNVGLF2,248,993$69.8M0.20%
126DIMENSIONAL ETF TRUST25434V8072,163,469$69.7M0.20%
127BLACKROCK INCBLK101,151$67.7M0.20%
128ANALOG DEVICES INCADI336,548$66.4M0.19%
129SCHWAB STRATEGIC TR8085242011,346,030$65.1M0.19%
130TETRA TECH INC NEWTTEK442,958$65.1M0.19%
131MICROCHIP TECHNOLOGY INC.MCHPP773,113$64.8M0.19%
132ISHARES TR46434V2742,440,330$64.6M0.19%
133IDEXX LABS INC45168D104128,147$64.1M0.19%
134AMERICAN TOWER CORP NEW03027X100311,056$63.6M0.19%
135LAUDER ESTEE COS INC518439104256,454$63.2M0.19%
136ILLINOIS TOOL WKS INC452308109257,465$62.7M0.18%
137PAYPAL HLDGS INCPYPL825,348$62.7M0.18%
138SERVICENOW INCNOW134,453$62.5M0.18%
139BOEING COBA-PA292,369$62.1M0.18%
140BECTON DICKINSON & COBDX245,910$60.9M0.18%
141VANGUARD INDEX FDS922908751318,530$60.4M0.18%
142APPLE INCAAPL365,869$60.3M0.18%
143GOLDMAN SACHS ETF TRNVGLF582,974$58.4M0.17%
144MCCORMICK & CO INCMKC-V700,425$58.3M0.17%
145PALO ALTO NETWORKS INCPANW289,671$57.9M0.17%
146SYSCO CORPSYY746,720$57.7M0.17%
147MICROSOFT CORPMSFT197,141$56.8M0.17%
148BERKSHIRE HATHAWAY INC DELBRK-A180,070$55.6M0.16%
149CHENIERE ENERGY INCLNG351,249$55.4M0.16%
150INVESCO EXCH TRD SLF IDX FDIVZ1,189,654$55.3M0.16%
151BANK AMERICA CORP0605051041,924,396$55.0M0.16%
152PROLOGIS INC.PLDGP440,245$54.9M0.16%
153ALNYLAM PHARMACEUTICALS INCALNY270,518$54.2M0.16%
154TARGET CORPTGT321,265$53.2M0.16%
155VANGUARD INTL EQUITY INDEX F922042742576,156$53.1M0.16%
156BRISTOL-MYERS SQUIBB COCELG-RI764,315$53.0M0.16%
157BROOKFIELD CORP11271J1071,621,342$52.8M0.15%
158NOVO-NORDISK A SNONOF314,564$50.1M0.15%
159INTUITINTU110,923$49.5M0.14%
160WATSCO INCWSO-B154,905$49.3M0.14%
161VANGUARD INDEX FDS922908629231,457$48.8M0.14%
162CVS HEALTH CORPCVS656,697$48.8M0.14%
163VANGUARD TAX-MANAGED FDS9219438581,044,466$47.2M0.14%
164ISHARES TR464288521916,835$46.2M0.14%
165SELECT SECTOR SPDR TR81369Y506556,424$46.1M0.14%
166EATON CORP PLCETN268,175$45.9M0.13%
167PNC FINL SVCS GROUP INC693475105360,276$45.8M0.13%
168INTERNATIONAL BUSINESS MACHSINTR338,666$44.4M0.13%
169ISHARES TR464287689186,599$43.9M0.13%
170VANGUARD MALVERN FDS922020805913,957$43.7M0.13%
171ISHARES TR464288273727,766$43.3M0.13%
172ISHARES TR464287465339,975$43.0M0.13%
173GOLDMAN SACHS GROUP INCGSCE130,600$42.7M0.13%
174REPUBLIC SVCS INC760759100311,247$42.1M0.12%
175PAYCHEX INCPAYX365,698$41.9M0.12%
176ISHARES TR464288257455,420$41.5M0.12%
177HILTON WORLDWIDE HLDGS INCHLT292,942$41.3M0.12%
178AMERICAN CENTY ETF TR025072885581,760$41.2M0.12%
179ROCKWELL AUTOMATION INCROK140,342$41.2M0.12%
180VANGUARD WHITEHALL FDS921946885655,719$40.9M0.12%
181INTERCONTINENTAL EXCHANGE IN45866F104391,413$40.8M0.12%
182GILEAD SCIENCES INCGILD490,416$40.7M0.12%
183NVIDIA CORPORATIONNVDA145,278$40.4M0.12%
184DIAGEO PLCDGEAF222,207$40.3M0.12%
185INVESCO QQQ TRIVZ124,407$39.9M0.12%
186APPLIED MATLS INC038222105323,122$39.7M0.12%
187AMERICAN CENTY ETF TR025072604748,600$39.6M0.12%
188TRAVELERS COMPANIES INCTRV227,983$39.1M0.11%
189AFLAC INCAFL602,660$38.9M0.11%
190WASTE MGMT INC DEL94106L109237,675$38.8M0.11%
191JACOBS SOLUTIONS INCJ329,814$38.8M0.11%
192COLGATE PALMOLIVE COCL514,885$38.7M0.11%
193TRACTOR SUPPLY COTSCO163,779$38.5M0.11%
194ISHARES TR46435U8611,020,293$38.1M0.11%
195VANGUARD WHITEHALL FDS921946406357,121$37.7M0.11%
196SCHWAB STRATEGIC TR8085248881,105,366$37.3M0.11%
197OLD DOMINION FREIGHT LINE INODFL108,553$37.0M0.11%
198MARRIOTT INTL INC NEW571903202222,560$37.0M0.11%
199SCHWAB CHARLES CORPSCHW-PJ705,487$37.0M0.11%
200ELEVANCE HEALTH INCELV80,134$36.8M0.11%
201NOVARTIS AGNVSEF398,085$36.6M0.11%
202TRANE TECHNOLOGIES PLCTT195,782$36.0M0.11%
203MICROCHIP TECHNOLOGY INC.MCHPP424,830$35.6M0.10%
204ISHARES TR464287655197,370$35.2M0.10%
205AMERICAN CENTY ETF TR025072703616,777$35.2M0.10%
206ISHARES TR464287622156,069$35.2M0.10%
207ALPHABET INCGOOG336,530$34.9M0.10%
208ISHARES TR464288885370,699$34.7M0.10%
209ISHARES TR464287234876,857$34.6M0.10%
210SYNOPSYS INCSNPS88,961$34.4M0.10%
211EOG RES INCEOG298,916$34.3M0.10%
212CONOCOPHILLIPSCOP342,455$34.0M0.10%
213ALPHABET INCGOOG323,412$33.7M0.10%
214FISERV INCFISV296,837$33.6M0.10%
215HEICO CORP NEWHEI-A194,584$33.3M0.10%
216EMERSON ELEC COEMR379,486$33.1M0.10%
217AT&T INCT-PC1,717,594$33.1M0.10%
218VERTEX PHARMACEUTICALS INCVRTX104,817$33.0M0.10%
219BOOZ ALLEN HAMILTON HLDG CORBAH356,223$33.0M0.10%
220DIMENSIONAL ETF TRUST25434V500623,857$32.9M0.10%
221NORTHROP GRUMMAN CORPNOC70,995$32.8M0.10%
222INTUITIVE SURGICAL INCISRG127,104$32.5M0.10%
223UNITEDHEALTH GROUP INCUNH68,377$32.3M0.09%
224PHILIP MORRIS INTL INC718172109329,890$32.1M0.09%
225PARKER-HANNIFIN CORPPH95,435$32.1M0.09%
226ENTERPRISE PRODS PARTNERS L2937921071,211,472$31.4M0.09%
227ISHARES TR46429B747316,128$31.4M0.09%
228ARES MANAGEMENT CORPORATIONARES-PB374,198$31.2M0.09%
229WELLS FARGO CO NEW949746101834,397$31.2M0.09%
230NEXTERA ENERGY PARTNERS LPNEE-PW506,167$30.7M0.09%
231ALLSTATE CORPALL-PJ274,649$30.4M0.09%
232DIMENSIONAL ETF TRUST25434V3021,320,302$30.4M0.09%
233DIMENSIONAL ETF TRUST25434V8151,210,681$30.2M0.09%
2343M COMMM286,881$30.2M0.09%
235SPDR SER TR78464A508733,195$29.9M0.09%
236ISHARES GOLD TRIAU792,782$29.6M0.09%
237DIMENSIONAL ETF TRUST25434V6581,202,428$29.5M0.09%
238US BANCORP DELUSB-PS814,082$29.3M0.09%
239ISHARES TR464287648128,508$29.1M0.09%
240DIMENSIONAL ETF TRUST25434V8311,147,221$28.8M0.08%
241MARVELL TECHNOLOGY INCMRVL662,079$28.7M0.08%
242NORFOLK SOUTHN CORP655844108134,808$28.6M0.08%
243VANGUARD WORLD FDS92204A70274,117$28.6M0.08%
244MATTHEWS ASIA FDS5771258261,152,294$28.5M0.08%
245ISHARES TR464288869272,446$28.5M0.08%
246YUM BRANDS INCYUM214,363$28.3M0.08%
247AMCOR PLCAMCCF2,465,278$28.1M0.08%
248TAIWAN SEMICONDUCTOR MFG LTD874039100299,509$27.9M0.08%
249MEDTRONIC PLCMDT344,545$27.8M0.08%
250NEXTERA ENERGY INCNEE-PW358,782$27.7M0.08%
251J P MORGAN EXCHANGE TRADED F46641Q837547,414$27.5M0.08%
252INVESCO EXCH TRADED FD TR IIIVZ624,664$27.5M0.08%
253CONSTELLATION BRANDS INCSTZ121,767$27.5M0.08%
254CONSTELLATION ENERGY CORPCEG349,356$27.4M0.08%
255J P MORGAN EXCHANGE TRADED F46641Q654538,520$27.4M0.08%
256ALCON AGALC387,612$27.3M0.08%
257SCHLUMBERGER LTDSLB556,255$27.3M0.08%
258AUTOZONE INCAZO11,088$27.3M0.08%
259BLACKSTONE INCBX310,241$27.3M0.08%
260GENERAL DYNAMICS CORPGD118,962$27.1M0.08%
261SPDR GOLD TRGLD147,118$27.0M0.08%
262GOLDMAN SACHS ETF TRNVGLF330,053$26.8M0.08%
263SPDR S&P MIDCAP 400 ETF TRMDY58,385$26.8M0.08%
264NETFLIX INCNFLX77,464$26.8M0.08%
265FIDELITY COVINGTON TRUST316092824560,638$26.6M0.08%
266ISHARES TR46435G516368,106$26.4M0.08%
267KIMBERLY-CLARK CORPKMB193,536$26.0M0.08%
268CSX CORPCSX860,025$25.7M0.08%
269PHILLIPS 66PSX253,225$25.7M0.08%
270VERISK ANALYTICS INCVRSK133,077$25.5M0.07%
271MCKESSON CORPMCK71,441$25.4M0.07%
272SHELL PLCRYDAF441,336$25.4M0.07%
273DIMENSIONAL ETF TRUST25434V7651,048,056$25.3M0.07%
274ISHARES U S ETF TR46431W507510,336$25.3M0.07%
275MARSH & MCLENNAN COS INC571748102150,253$25.0M0.07%
276DIMENSIONAL ETF TRUST25434V104867,038$24.9M0.07%
277UNILEVER PLCUNLYF469,727$24.4M0.07%
278FREEPORT-MCMORAN INCFCX595,292$24.4M0.07%
279HOME DEPOT INCHD82,014$24.2M0.07%
280LINDE PLCLIN67,923$24.1M0.07%
281INTERNATIONAL FLAVORS&FRAGRA459506101259,139$23.8M0.07%
282BOOKING HOLDINGS INCBKNG8,949$23.7M0.07%
283AMERICAN CENTY ETF TR025072802405,060$23.7M0.07%
284REGENERON PHARMACEUTICALSREGN28,786$23.7M0.07%
285VANGUARD WORLD FDS92204A50497,720$23.3M0.07%
286STRYKER CORPORATIONSYK81,508$23.3M0.07%
287J P MORGAN EXCHANGE TRADED F46641Q332421,793$23.0M0.07%
288THERMO FISHER SCIENTIFIC INCTMO39,600$22.8M0.07%
289CELANESE CORP DELCE207,966$22.6M0.07%
290SCHWAB STRATEGIC TR808524607534,598$22.4M0.07%
291THE CIGNA GROUP12552310087,300$22.3M0.07%
292ISHARES TR464287226223,485$22.3M0.07%
293AGILENT TECHNOLOGIES INCA159,410$22.1M0.06%
294SPDR SER TR78464A821318,794$21.8M0.06%
295AMERICAN CENTY ETF TR025072877294,523$21.8M0.06%
296SEMPRASREA142,365$21.5M0.06%
297ISHARES TR464287499307,183$21.5M0.06%
298BROOKFIELD ASSET MANAGMT LTD113004105654,836$21.4M0.06%
299VANGUARD SCOTTSDALE FDS92206C680339,385$21.3M0.06%
300VALERO ENERGY CORPVLO152,861$21.3M0.06%
301CELANESE CORP DELCE195,846$21.3M0.06%
302WEST PHARMACEUTICAL SVSC INC95530610561,524$21.3M0.06%
303NETEASE INCNETTF240,786$21.3M0.06%
304DOMINOS PIZZA INCDPZ64,388$21.2M0.06%
305METLIFE INCMET-PF364,223$21.1M0.06%
306MASTERCARD INCORPORATEDMA57,983$21.1M0.06%
307SHERWIN WILLIAMS COSHW93,117$20.9M0.06%
308DIMENSIONAL ETF TRUST25434V666849,695$20.9M0.06%
309VANGUARD WORLD FDS92204A306182,756$20.9M0.06%
310ISHARES TR464287739245,771$20.9M0.06%
311APTIV PLCAPTV185,883$20.9M0.06%
312CONSTELLATION BRANDS INCSTZ92,037$20.8M0.06%
313XCEL ENERGY INCXELLL305,928$20.6M0.06%
314VANGUARD INDEX FDS922908637109,601$20.5M0.06%
315CITIGROUP INCC-PR436,552$20.5M0.06%
316PERKINELMER INCRVTY152,961$20.4M0.06%
317ISHARES TR464288877417,883$20.3M0.06%
318ISHARES TR464287150223,160$20.2M0.06%
319GENERAL MLS INC370334104234,798$20.1M0.06%
320AUTODESK INCADSK96,335$20.1M0.06%
321ADVANCED DRAIN SYS INC DEL00790R104237,348$20.0M0.06%
322VERTEX PHARMACEUTICALS INCVRTX63,331$20.0M0.06%
323PUBLIC STORAGEPSA-PS65,911$19.9M0.06%
324VANGUARD WORLD FDS92204A876134,145$19.8M0.06%
325MONDELEZ INTL INC609207105283,126$19.7M0.06%
326AUTOZONE INCAZO8,030$19.7M0.06%
327VANGUARD INTL EQUITY INDEX F922042718396,425$19.7M0.06%
328PACKAGING CORP AMER695156109141,683$19.7M0.06%
329SCHWAB STRATEGIC TR808524706794,227$19.5M0.06%
330CANADIAN NAT RES LTD136385101350,321$19.4M0.06%
331SOUTHERN COSOMN275,087$19.1M0.06%
332INVESCO EXCHANGE TRADED FD TIVZ237,391$19.1M0.06%
333SELECT SECTOR SPDR TR81369Y605590,865$19.0M0.06%
334CROWN CASTLE INCCCI140,907$18.9M0.06%
335AMAZON COM INCAMZN182,439$18.9M0.06%
336KEYSIGHT TECHNOLOGIES INCKEYS116,435$18.8M0.06%
337ENERGY TRANSFER L PET-PI1,498,638$18.7M0.05%
338DUPONT DE NEMOURS INCDD257,952$18.5M0.05%
339VANGUARD INTL EQUITY INDEX F922042676456,194$18.5M0.05%
340NVIDIA CORPORATIONNVDA66,460$18.5M0.05%
341VANGUARD INDEX FDS922908611115,482$18.3M0.05%
342SELECT SECTOR SPDR TR81369Y308244,723$18.3M0.05%
343DIMENSIONAL ETF TRUST25434V781761,222$18.1M0.05%
344ALTRIA GROUP INCMO404,686$18.1M0.05%
345CANADIAN PAC RY LTD13645T100233,550$18.0M0.05%
346FEDEX CORPFDX78,621$18.0M0.05%
347ROSS STORES INCROST169,133$18.0M0.05%
348ISHARES TR464288240367,055$17.9M0.05%
349ADVANCED MICRO DEVICES INCAMD182,638$17.9M0.05%
350L3HARRIS TECHNOLOGIES INCLHX90,055$17.7M0.05%
351FIRST TR EXCHANGE-TRADED FD33739Q408296,740$17.7M0.05%
352SOLAREDGE TECHNOLOGIES INCSEDG58,092$17.7M0.05%
353ALIGN TECHNOLOGY INCALGN52,813$17.6M0.05%
354COSTAR GROUP INCCSGP255,462$17.6M0.05%
355CARRIER GLOBAL CORPORATIONCARR380,960$17.4M0.05%
356POOL CORPPOOL50,746$17.4M0.05%
357DISCOVER FINL SVCS254709108175,201$17.3M0.05%
358TESLA INCTSLA82,602$17.1M0.05%
359DIMENSIONAL ETF TRUST25434V880740,258$17.1M0.05%
360T-MOBILE US INCTMUSZ117,751$17.1M0.05%
361VANGUARD WORLD FDS92204A80195,884$17.1M0.05%
362J P MORGAN EXCHANGE TRADED F46641Q308335,091$16.9M0.05%
363GENERAL ELECTRIC CO369604301176,610$16.9M0.05%
364S&P GLOBAL INCSPGI48,944$16.9M0.05%
365MSCI INCMSCI30,082$16.8M0.05%
366SELECT SECTOR SPDR TR81369Y407112,305$16.8M0.05%
367ISHARES TR46428752337,729$16.8M0.05%
368OTIS WORLDWIDE CORPOTIS198,143$16.7M0.05%
369PAYPAL HLDGS INCPYPL218,780$16.6M0.05%
370VAIL RESORTS INCMTN70,076$16.4M0.05%
371DEXCOM INCDXCM140,692$16.3M0.05%
372GRAINGER W W INC38480210423,606$16.3M0.05%
373MERCK & CO INCMRK152,568$16.2M0.05%
374CHEVRON CORP NEWCVX99,359$16.2M0.05%
375REALTY INCOME CORPO255,722$16.2M0.05%
376KROGER COKR326,146$16.1M0.05%
377DISCOVER FINL SVCS254709108161,226$15.9M0.05%
378MCDONALDS CORPMCD56,734$15.9M0.05%
379SCHWAB STRATEGIC TR808524508233,384$15.8M0.05%
380NORTHERN TR CORPNTRSO178,977$15.8M0.05%
381KEYSIGHT TECHNOLOGIES INCKEYS97,153$15.7M0.05%
382PROCTER AND GAMBLE CO742718109105,031$15.6M0.05%
383CME GROUP INCCME81,522$15.6M0.05%
384ENPHASE ENERGY INCENPH74,228$15.6M0.05%
385ABBVIE INCABBV97,812$15.6M0.05%
386SUN CMNTYS INC866674104110,011$15.5M0.05%
387MICRON TECHNOLOGY INCMU256,676$15.5M0.05%
388CORNING INCGLW436,136$15.4M0.05%
389KLA CORPKLAC38,391$15.3M0.04%
390ARCHER DANIELS MIDLAND COADM192,122$15.3M0.04%
391ISHARES TR46434V613330,880$15.3M0.04%
392INGERSOLL RAND INCIR259,398$15.1M0.04%
393ACTIVISION BLIZZARD INC00507V109173,829$14.9M0.04%
394AMERICAN WTR WKS CO INC NEW030420103101,122$14.8M0.04%
395STATE STR CORPSTT-PG195,660$14.8M0.04%
396MARATHON PETE CORPMARA109,177$14.7M0.04%
397CONSOLIDATED EDISON INCED153,765$14.7M0.04%
398SCHWAB STRATEGIC TR808524771263,903$14.5M0.04%
399HARBOR ETF TRUST41151J406888,494$14.3M0.04%
400SPDR S&P 500 ETF TRSPY34,965$14.3M0.04%
401BROADCOM INCAVGO22,132$14.2M0.04%
402EXXON MOBIL CORPXOM128,450$14.1M0.04%
403U HAUL HOLDING COMPANYUHAL-B270,417$14.0M0.04%
404VANGUARD SCOTTSDALE FDS92206C870174,281$14.0M0.04%
405BALL CORPBALL251,879$13.9M0.04%
406ASTRAZENECA PLCAZN199,755$13.9M0.04%
407CORTEVA INCCTVA229,595$13.8M0.04%
408HESS CORPHESM103,927$13.8M0.04%
409METTLER TOLEDO INTERNATIONALMTD8,977$13.7M0.04%
410DIMENSIONAL ETF TRUST25434V872319,876$13.6M0.04%
411ISHARES TR46435UAA9569,125$13.6M0.04%
412OWL ROCK CAPITAL CORPORATIONOWL1,067,219$13.5M0.04%
413VICTORY CAP HLDGS INC92645B103460,875$13.5M0.04%
414CHEVRON CORP NEWCVX82,447$13.5M0.04%
415SELECT SECTOR SPDR TR81369Y100166,214$13.4M0.04%
416FLEETCOR TECHNOLOGIES INC33904110563,385$13.4M0.04%
417KINDER MORGAN INC DELEP-PC758,430$13.3M0.04%
418ISHARES TR46435GAA0559,593$13.3M0.04%
419AMETEK INCAME91,258$13.3M0.04%
420SPDR SER TR78464A813157,702$13.3M0.04%
421DBX ETF TR233051630565,984$13.2M0.04%
422SELECT SECTOR SPDR TR81369Y704129,883$13.1M0.04%
423TORONTO DOMINION BK ONTTORO219,223$13.1M0.04%
424ICON PLCICLR60,747$13.0M0.04%
425SPLUNK INC848637104135,279$13.0M0.04%
426KKR & CO INCKKRT246,771$13.0M0.04%
427UNION PAC CORPUNP64,151$12.9M0.04%
428BHP GROUP LTDBHPLF201,855$12.8M0.04%
429LILLY ELI & COLLY36,993$12.7M0.04%
430SELECT SECTOR SPDR TR81369Y20998,035$12.7M0.04%
431OCCIDENTAL PETE CORP674599105203,062$12.7M0.04%
432CARRIER GLOBAL CORPORATIONCARR276,831$12.7M0.04%
433OCCIDENTAL PETE CORP674599105202,055$12.6M0.04%
434ISHARES TR46428755696,583$12.5M0.04%
435PEPSICO INCPEP68,350$12.5M0.04%
436ISHARES TR464287887113,035$12.4M0.04%
437SPDR SER TR78464A854257,444$12.4M0.04%
438APOLLO GLOBAL MGMT INC03769M106195,877$12.4M0.04%
439ALBEMARLE CORPALB-PA55,674$12.3M0.04%
440UNITEDHEALTH GROUP INCUNH26,106$12.3M0.04%
441HOME DEPOT INCHD41,295$12.2M0.04%
442SELECT SECTOR SPDR TR81369Y886179,812$12.2M0.04%
443WILLIAMS COS INC969457100406,260$12.1M0.04%
444ISHARES INC464286608268,443$12.1M0.04%
445J P MORGAN EXCHANGE TRADED F46641Q225202,144$12.0M0.04%
446DUKE ENERGY CORP NEWDUKB124,560$12.0M0.04%
447ANALOG DEVICES INCADI61,541$12.0M0.04%
448BERKSHIRE HATHAWAY INC DELBRK-A38,077$11.9M0.04%
449ISHARES TR464287168101,351$11.9M0.03%
450BANK NEW YORK MELLON CORP064058100258,811$11.8M0.03%
451HUMANA INCHUM24,163$11.7M0.03%
452VANGUARD WORLD FDS92204A405150,333$11.7M0.03%
453SPDR INDEX SHS FDS78463X889361,184$11.6M0.03%
454EXCHANGE TRADED CONCEPTS TR301505707211,814$11.6M0.03%
455VISA INCV51,170$11.5M0.03%
456ISHARES TR464288158108,415$11.3M0.03%
457CADENCE DESIGN SYSTEM INCCDNS52,806$11.1M0.03%
458NUCOR CORPNUE71,743$11.1M0.03%
459JPMORGAN CHASE & COVYLD83,941$11.0M0.03%
460RESMED INCRSMDF50,212$11.0M0.03%
461TRUIST FINL CORP89832Q109322,403$11.0M0.03%
462EATON CORP PLCETN64,072$11.0M0.03%
463VISA INCV48,588$10.9M0.03%
464IONIS PHARMACEUTICALS INCIONS305,286$10.9M0.03%
465QUEST DIAGNOSTICS INCDGX76,882$10.9M0.03%
466QUANTA SVCS INC74762E10265,126$10.9M0.03%
467WEC ENERGY GROUP INCWEC114,402$10.8M0.03%
468FORD MTR CO DEL345370860859,347$10.8M0.03%
469APTARGROUP INCATR89,313$10.6M0.03%
470LULULEMON ATHLETICA INCLULU28,918$10.5M0.03%
471LAM RESEARCH CORPLRCX19,809$10.5M0.03%
472BROWN & BROWN INCBRO182,909$10.5M0.03%
473ISHARES INC46434G863328,889$10.4M0.03%
474ENERSYSENS118,260$10.3M0.03%
475EBAY INC.EBAY231,220$10.3M0.03%
476CHURCH & DWIGHT CO INCCHD115,540$10.2M0.03%
477KARUNA THERAPEUTICS INC48576A10055,141$10.0M0.03%
478LOCKHEED MARTIN CORPLMT21,144$10.0M0.03%
479TESLA INCTSLA47,758$9.9M0.03%
480MCKESSON CORPMCK27,772$9.9M0.03%
481DOMINION ENERGY INCD176,803$9.9M0.03%
482GENUINE PARTS COGPC58,909$9.9M0.03%
483EXELON CORPEXC234,571$9.8M0.03%
484CUMMINS INCCMI40,470$9.7M0.03%
485AON PLCAON30,494$9.6M0.03%
486RAYTHEON TECHNOLOGIES CORPRTX98,100$9.6M0.03%
487AMERICAN ELEC PWR CO INC025537101104,949$9.5M0.03%
488HP INCHPQ325,040$9.5M0.03%
489D R HORTON INC23331A10996,880$9.5M0.03%
490COCA COLA COKO152,325$9.4M0.03%
491WEYERHAEUSER CO MTN BEWY312,656$9.4M0.03%
492CISCO SYS INCCSCO179,567$9.4M0.03%
493ISHARES TR464288687299,831$9.4M0.03%
494PRICE T ROWE GROUP INCTROW82,837$9.4M0.03%
495GALLAGHER ARTHUR J & CO36357610948,805$9.3M0.03%
496AIRBNB INCABNB75,038$9.3M0.03%
497PUBLIC SVC ENTERPRISE GRP IN744573106149,124$9.3M0.03%
498WASTE CONNECTIONS INCWCN66,450$9.2M0.03%
499HARMONY BIOSCIENCES HLDGS INHRMY282,638$9.2M0.03%
500DOW INCDOW167,910$9.2M0.03%