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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 2025 · Filed August 15, 2025 · Accession 0001172661-25-003626

Total Value
$94.97B
Positions
4,851
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229083632,278,873$6.00B6.85%
2VANGUARD INDEX FDS9229083632,278,873$6.00B6.85%
3MICROSOFT CORPMSFT5,522,374$2.76B3.15%
4ISHARES TR4642872002,957,658$2.36B2.70%
5APPLE INCAAPL10,086,468$2.07B2.37%
6AMAZON COM INCAMZN6,795,958$1.49B1.71%
7SCHWAB STRATEGIC TR808524888719,965$1.42B1.62%
8SCHWAB STRATEGIC TR808524888719,965$1.42B1.62%
9NVIDIA CORPORATIONNVDA8,598,349$1.37B1.57%
10VANGUARD TAX-MANAGED FDS92194385820,107,350$1.07B1.23%
11VANGUARD TAX-MANAGED FDS92194385820,107,350$1.07B1.23%
12BROADCOM INCAVGO3,693,306$1.02B1.16%
13SPDR S&P 500 ETF TRSPY1,328,910$992.3M1.13%
14SPDR S&P 500 ETF TRSPY1,328,910$992.3M1.13%
15JPMORGAN CHASE & CO.VYLD3,285,222$954.4M1.09%
16BERKSHIRE HATHAWAY INC DELBRK-A1,866,384$906.1M1.04%
17ALPHABET INCGOOG5,019,887$887.4M1.01%
18ALPHABET INCGOOG4,837,369$865.8M0.99%
19VANGUARD STAR FDS9219097682,339,988$858.8M0.98%
20VANGUARD STAR FDS9219097682,339,988$858.8M0.98%
21COSTCO WHSL CORP NEW22160K105839,308$827.5M0.95%
22META PLATFORMS INCMETA991,009$732.5M0.84%
23VISA INCV1,956,701$691.1M0.79%
24VISA INCV1,956,701$691.1M0.79%
25ISHARES TR4642875072,648,720$630.9M0.72%
26SPDR SERIES TRUST78464A76381,642$568.4M0.65%
27SPDR SERIES TRUST78464A76381,642$568.4M0.65%
28ISHARES TR4642874651,965,083$504.7M0.58%
29ROPER TECHNOLOGIES INCROP861,603$487.8M0.56%
30SCHWAB STRATEGIC TR80852480521,054,394$465.3M0.53%
31SCHWAB STRATEGIC TR80852480521,054,394$465.3M0.53%
32ELI LILLY & COLLY590,924$459.3M0.52%
33STRYKER CORPORATIONSYK1,116,605$441.3M0.50%
34STRYKER CORPORATIONSYK1,116,605$441.3M0.50%
35HOME DEPOT INCHD1,182,097$433.4M0.50%
36DIMENSIONAL ETF TRUST25434V72410,143,865$428.9M0.49%
37ABBVIE INCABBV2,287,951$425.4M0.49%
38ISHARES TR464287655520,371$399.5M0.46%
39PROCTER AND GAMBLE CO7427181092,479,250$394.2M0.45%
40THERMO FISHER SCIENTIFIC INCTMO872,405$358.7M0.41%
41THERMO FISHER SCIENTIFIC INCTMO872,405$358.7M0.41%
42MASTERCARD INCORPORATEDMA630,811$354.5M0.41%
43CHEVRON CORP NEWCVX2,464,023$353.1M0.40%
44SERVICENOW INCNOW330,942$338.7M0.39%
45SERVICENOW INCNOW330,942$338.7M0.39%
46EXXON MOBIL CORPXOM3,073,428$332.6M0.38%
47NETFLIX INCNFLX248,351$332.5M0.38%
48JOHNSON & JOHNSONJNJ2,154,292$331.4M0.38%
49S&P GLOBAL INCSPGI619,664$327.7M0.37%
50PEPSICO INCPEP2,459,901$325.8M0.37%
51LINDE PLCLIN687,591$322.6M0.37%
52VANGUARD INTL EQUITY INDEX F9220428586,505,916$319.5M0.37%
53VANGUARD INTL EQUITY INDEX F9220428586,505,916$319.5M0.37%
54TJX COS INC NEW8725401092,488,938$307.8M0.35%
55TJX COS INC NEW8725401092,488,938$307.8M0.35%
56PALO ALTO NETWORKS INCPANW1,503,564$307.7M0.35%
57AMERICAN CENTY ETF TR0250727034,047,220$299.5M0.34%
58ACCENTURE PLC IRELANDACN1,012,104$297.4M0.34%
59ISHARES TR464287614696,428$295.7M0.34%
60ABBOTT LABSABLZF2,113,940$286.8M0.33%
61STARBUCKS CORPSBUX3,008,666$275.1M0.31%
62STARBUCKS CORPSBUX3,008,666$275.1M0.31%
63VANGUARD BD INDEX FDS9219378353,787,713$269.7M0.31%
64VANGUARD BD INDEX FDS9219378353,787,713$269.7M0.31%
65VANGUARD INDEX FDS922908736609,956$267.4M0.31%
66VANGUARD INDEX FDS922908736609,956$267.4M0.31%
67VANGUARD INDEX FDS922908595962,466$266.5M0.30%
68VANGUARD INDEX FDS922908595962,466$266.5M0.30%
69TEXAS INSTRS INC8825081041,241,086$257.6M0.29%
70TEXAS INSTRS INC8825081041,241,086$257.6M0.29%
71DBX ETF TR2330512005,855,514$256.2M0.29%
72AMERICAN EXPRESS COAXP801,821$255.3M0.29%
73MCDONALDS CORPMCD865,596$253.6M0.29%
74ORACLE CORPORCL-PD1,053,244$232.1M0.27%
75BERKSHIRE HATHAWAY INC DELBRK-A315$229.6M0.26%
76VANGUARD INDEX FDS9229087691,227,647$228.4M0.26%
77VANGUARD INDEX FDS9229087691,227,647$228.4M0.26%
78VANGUARD BD INDEX FDS9219378272,964,152$224.2M0.26%
79VANGUARD BD INDEX FDS9219378272,964,152$224.2M0.26%
80CATERPILLAR INCCAT560,448$217.8M0.25%
81PROGRESSIVE CORP743315103818,239$212.4M0.24%
82DEERE & CODE412,228$209.8M0.24%
83ECOLAB INCECL784,161$209.8M0.24%
84TESLA INCTSLA645,638$205.1M0.23%
85TESLA INCTSLA645,638$205.1M0.23%
86DANAHER CORPORATION2358511021,019,971$201.5M0.23%
87ZOETIS INCZTS1,284,105$199.5M0.23%
88ZOETIS INCZTS1,284,105$199.5M0.23%
89BROOKFIELD CORP11271J1073,211,879$198.7M0.23%
90ISHARES TR46432F396816,016$196.1M0.22%
91DIMENSIONAL ETF TRUST25434V7326,589,610$195.8M0.22%
92WALMART INCWMT1,978,010$193.4M0.22%
93WALMART INCWMT1,978,010$193.4M0.22%
94HONEYWELL INTL INC438516106829,824$193.1M0.22%
95MERCK & CO INCMRK2,439,574$193.0M0.22%
96INVESCO EXCHANGE TRADED FD TIVZ265,628$185.1M0.21%
97QUANTA SVCS INC74762E102488,717$184.8M0.21%
98INVESCO QQQ TRIVZ333,593$184.0M0.21%
99VANGUARD MUN BD FDS9229077463,702,385$181.5M0.21%
100VANGUARD MUN BD FDS9229077463,702,385$181.5M0.21%
101VANGUARD SPECIALIZED FUNDS921908844868,216$177.7M0.20%
102VANGUARD SPECIALIZED FUNDS921908844868,216$177.7M0.20%
103ASML HOLDING N VASMLF220,540$176.7M0.20%
104DIMENSIONAL ETF TRUST25434V6665,629,872$174.6M0.20%
105HILTON WORLDWIDE HLDGS INCHLT648,587$172.7M0.20%
106LAM RESEARCH CORPLRCX1,769,414$172.2M0.20%
107DIMENSIONAL ETF TRUST25434V7084,796,300$171.9M0.20%
108DIMENSIONAL ETF TRUST25434V8155,816,426$171.2M0.20%
109MORGAN STANLEYMS-PQ1,208,459$170.2M0.19%
110VANGUARD SCOTTSDALE FDS92206C4092,127,035$169.1M0.19%
111VANGUARD SCOTTSDALE FDS92206C4092,127,035$169.1M0.19%
112VANGUARD SCOTTSDALE FDS92206C7062,809,797$168.1M0.19%
113VANGUARD SCOTTSDALE FDS92206C7062,809,797$168.1M0.19%
114CHUBB LIMITEDCB578,246$167.5M0.19%
115DIMENSIONAL ETF TRUST25434V8073,873,066$165.9M0.19%
116COCA COLA COKO2,329,856$164.7M0.19%
117SPDR GOLD TRGLD538,615$163.7M0.19%
118SPDR GOLD TRGLD538,615$163.7M0.19%
119VANGUARD SCOTTSDALE FDS92206C8701,957,974$162.4M0.19%
120VANGUARD SCOTTSDALE FDS92206C8701,957,974$162.4M0.19%
121INTUITIVE SURGICAL INCISRG297,364$160.7M0.18%
122CARLISLE COS INC142339100429,775$160.5M0.18%
123PARKER-HANNIFIN CORPPH228,703$159.8M0.18%
124TRANE TECHNOLOGIES PLCTT363,758$159.1M0.18%
125TRANE TECHNOLOGIES PLCTT363,758$159.1M0.18%
126DISNEY WALT CO2546871061,291,651$159.1M0.18%
127ARES MANAGEMENT CORPORATIONARES-PB893,620$159.0M0.18%
128CISCO SYS INCCSCO2,282,220$158.0M0.18%
129DOVER CORPDOV854,750$156.6M0.18%
130ISHARES TR464287234552,817$156.4M0.18%
131RTX CORPORATIONRTX1,054,910$154.5M0.18%
132INTERCONTINENTAL EXCHANGE IN45866F104841,964$154.5M0.18%
133ISHARES INC464286608208,125$154.3M0.18%
134ILLINOIS TOOL WKS INC452308109622,718$154.0M0.18%
135SCHWAB STRATEGIC TR8085242016,259,103$153.0M0.17%
136SCHWAB STRATEGIC TR8085242016,259,103$153.0M0.17%
137ISHARES TR464287598787,837$153.0M0.17%
138DIMENSIONAL ETF TRUST25434V6092,758,756$148.9M0.17%
139MONDELEZ INTL INC6092071052,106,978$142.1M0.16%
140BOOKING HOLDINGS INCBKNG24,544$142.1M0.16%
141AMERICAN TOWER CORP NEW03027X100638,660$141.1M0.16%
142AMGEN INCAMGN504,022$140.8M0.16%
143UNITEDHEALTH GROUP INCUNH452,845$140.3M0.16%
144UNITEDHEALTH GROUP INCUNH452,845$140.3M0.16%
145SPDR S&P MIDCAP 400 ETF TRMDY242,417$137.3M0.16%
146SPDR S&P MIDCAP 400 ETF TRMDY242,417$137.3M0.16%
147CAPITAL ONE FINL CORP14040H105637,490$135.6M0.15%
148GE AEROSPACE369604301518,551$133.5M0.15%
149WELLS FARGO CO NEW9497461011,646,518$131.9M0.15%
150WELLS FARGO CO NEW9497461011,646,518$131.9M0.15%
151AUTOMATIC DATA PROCESSING INADP418,990$129.4M0.15%
152EMERSON ELEC COEMR968,459$129.3M0.15%
153NEXTERA ENERGY INCNEE-PW1,825,553$126.8M0.14%
154PACCAR INCPCAR1,321,684$125.6M0.14%
155SELECT SECTOR SPDR TR81369Y803488,192$123.6M0.14%
156SELECT SECTOR SPDR TR81369Y803488,192$123.6M0.14%
157MCKESSON CORPMCK167,631$122.8M0.14%
158DIMENSIONAL ETF TRUST25434V2033,517,345$121.5M0.14%
159VANGUARD INDEX FDS922908751508,406$120.8M0.14%
160VANGUARD INDEX FDS922908751508,406$120.8M0.14%
161ISHARES TR4642878041,091,255$119.2M0.14%
162UBER TECHNOLOGIES INCUBER1,268,781$118.4M0.14%
163UBER TECHNOLOGIES INCUBER1,268,781$118.4M0.14%
164ISHARES TR46432F339642,368$117.4M0.13%
165ISHARES INC46434G1031,978,980$117.4M0.13%
166SALESFORCE INCCRM430,694$117.3M0.13%
167DIMENSIONAL ETF TRUST25434V4011,725,749$115.7M0.13%
168PAYCHEX INCPAYX793,076$115.4M0.13%
169ISHARES TR46434V4562,614,566$113.0M0.13%
170VANGUARD WORLD FD92204A405130,124$112.0M0.13%
171VANGUARD WORLD FD92204A405130,124$112.0M0.13%
172VANGUARD INDEX FDS922908629399,562$111.9M0.13%
173VANGUARD INDEX FDS922908629399,562$111.9M0.13%
174UNION PAC CORPUNP484,038$111.3M0.13%
175UNION PAC CORPUNP484,038$111.3M0.13%
176ADOBE INCADBE285,737$110.1M0.13%
177INTERNATIONAL BUSINESS MACHSINTR372,233$109.6M0.13%
178RELIANCE INCRS343,184$107.7M0.12%
179BLACKROCK INCBLK100,397$107.5M0.12%
180VANGUARD INDEX FDS922908744602,966$106.6M0.12%
181VANGUARD INDEX FDS922908744602,966$106.6M0.12%
182CUMMINS INCCMI324,571$106.3M0.12%
183AMERICAN CENTY ETF TR0250728851,039,992$104.9M0.12%
184SCHWAB STRATEGIC TR8085247552,601,915$104.1M0.12%
185SCHWAB STRATEGIC TR8085247552,601,915$104.1M0.12%
186TRANSDIGM GROUP INCTDG68,092$103.6M0.12%
187TRANSDIGM GROUP INCTDG68,092$103.6M0.12%
188DIMENSIONAL ETF TRUST25434V8312,899,444$103.1M0.12%
189BROADRIDGE FINL SOLUTIONS IN11133T103420,917$102.6M0.12%
190NVIDIA CORPORATIONNVDA643,760$101.7M0.12%
191ANALOG DEVICES INCADI422,225$100.5M0.11%
192HARBOR ETF TRUST41151J4063,346,340$100.1M0.11%
193DIMENSIONAL ETF TRUST25434V7733,348,779$99.9M0.11%
194FISERV INCFISV577,638$99.6M0.11%
195BANK AMERICA CORP0605051042,071,305$98.0M0.11%
196WASTE MGMT INC DEL94106L109426,780$97.7M0.11%
197WASTE MGMT INC DEL94106L109426,780$97.7M0.11%
198ISHARES TR46432F8421,487,819$97.1M0.11%
199INTUITINTU123,191$97.0M0.11%
200GOLDMAN SACHS GROUP INCGSCE136,873$96.9M0.11%
201MICROSOFT CORPMSFT191,744$95.4M0.11%
202CASEYS GEN STORES INC147528103183,835$93.9M0.11%
203GOLDMAN SACHS ETF TRNVGLF933,823$93.5M0.11%
204VANGUARD ADMIRAL FDS INC921932505235,581$93.4M0.11%
205QUALCOMM INCQCOM581,153$92.5M0.11%
206MARVELL TECHNOLOGY INCMRVL1,189,632$92.1M0.11%
207ISHARES TR464287226927,618$92.0M0.11%
208PHILLIPS 66PSX753,520$89.9M0.10%
209VONTIER CORPORATIONVNT2,396,964$88.4M0.10%
210VONTIER CORPORATIONVNT2,396,964$88.4M0.10%
211LOCKHEED MARTIN CORPLMT189,269$87.7M0.10%
212VANGUARD SCOTTSDALE FDS92206C1021,475,190$86.7M0.10%
213VANGUARD SCOTTSDALE FDS92206C1021,475,190$86.7M0.10%
214ISHARES TR464288414817,151$85.4M0.10%
215AMERICAN CENTY ETF TR0250728021,053,451$83.5M0.10%
216PHILIP MORRIS INTL INC718172109456,510$83.1M0.09%
217AIR PRODS & CHEMS INCAIIR291,977$82.4M0.09%
218METTLER TOLEDO INTERNATIONALMTD69,975$82.2M0.09%
219MARSH & MCLENNAN COS INC571748102368,671$80.6M0.09%
220VANGUARD INTL EQUITY INDEX F922042742606,366$77.9M0.09%
221VANGUARD INTL EQUITY INDEX F922042742606,366$77.9M0.09%
222TAIWAN SEMICONDUCTOR MFG LTD874039100342,364$77.6M0.09%
223TAIWAN SEMICONDUCTOR MFG LTD874039100342,364$77.6M0.09%
224VANGUARD ADMIRAL FDS INC921932703398,534$75.2M0.09%
225VANGUARD ADMIRAL FDS INC921932703398,534$75.2M0.09%
226ENTERPRISE PRODS PARTNERS L2937921072,414,035$74.9M0.09%
227REPUBLIC SVCS INC760759100301,666$74.4M0.08%
228MICROCHIP TECHNOLOGY INC.MCHPP1,048,139$73.7M0.08%
229COMCAST CORP NEWCCZ2,065,950$73.7M0.08%
230TETRA TECH INC NEWTTEK2,010,894$73.5M0.08%
231TETRA TECH INC NEWTTEK2,010,894$73.5M0.08%
232OREILLY AUTOMOTIVE INC67103H107802,858$72.4M0.08%
233SPDR SERIES TRUST78464A409755,754$72.0M0.08%
234SPDR SERIES TRUST78464A409755,754$72.0M0.08%
235NOVO-NORDISK A SNONOF1,045,238$71.8M0.08%
236AMERICAN CENTY ETF TR0250726041,044,887$71.6M0.08%
237CAL MAINE FOODS INCCALM706,996$70.4M0.08%
238ISHARES TR464287648243,212$69.5M0.08%
239NVR INCNVR9,263$68.4M0.08%
240ADVANCED MICRO DEVICES INCAMD471,037$66.9M0.08%
241APPLE INCAAPL325,754$66.8M0.08%
242AT&T INCT-PC2,301,154$66.6M0.08%
243JANUS DETROIT STR TR47103U8521,466,571$66.1M0.08%
244SCHWAB CHARLES CORPSCHW-PJ720,921$65.8M0.08%
245SCHWAB CHARLES CORPSCHW-PJ720,921$65.8M0.08%
246WATSCO INCWSO-B146,122$64.5M0.07%
247WATSCO INCWSO-B146,122$64.5M0.07%
248CANADIAN PACIFIC KANSAS CITYCP805,943$63.9M0.07%
249GILEAD SCIENCES INCGILD574,772$63.7M0.07%
250APPLIED MATLS INC038222105346,051$63.3M0.07%
251THE CIGNA GROUP125523100191,987$63.0M0.07%
252THE CIGNA GROUP125523100191,987$63.0M0.07%
253IDEXX LABS INC45168D104137,359$62.2M0.07%
254LOWES COS INC548661107280,157$62.2M0.07%
255FRANKLIN TEMPLETON ETF TRFGDL37,219$61.9M0.07%
256HUNT J B TRANS SVCS INC445658107430,230$61.8M0.07%
257ISHARES TR464288257477,135$61.4M0.07%
258BROOKFIELD ASSET MANAGMT LTD1130041051,089,699$60.2M0.07%
259ISHARES GOLD TRIAU602,279$59.9M0.07%
260NATURAL RESOURCE PARTNERS L63900P608621,478$59.4M0.07%
261UNILEVER PLCUNLYF963,354$58.9M0.07%
262UNILEVER PLCUNLYF963,354$58.9M0.07%
263CARMAX INCKMX864,568$58.1M0.07%
264VANGUARD SCOTTSDALE FDS92206C8471,024,529$57.5M0.07%
265VANGUARD SCOTTSDALE FDS92206C8471,024,529$57.5M0.07%
266AUTOZONE INCAZO15,123$56.6M0.06%
267AMPHENOL CORP NEW032095101564,395$55.7M0.06%
268VANGUARD INTL EQUITY INDEX F9220427751,473,873$55.6M0.06%
269VANGUARD INTL EQUITY INDEX F9220427751,473,873$55.6M0.06%
270MASIMO CORPMASI330,414$55.6M0.06%
271MOTOROLA SOLUTIONS INCMSI132,061$55.5M0.06%
272AFLAC INCAFL521,128$55.0M0.06%
273VERIZON COMMUNICATIONS INCVZ1,262,451$54.6M0.06%
274VERIZON COMMUNICATIONS INCVZ1,262,451$54.6M0.06%
275REINSURANCE GRP OF AMERICA I759351604275,230$54.6M0.06%
276VANGUARD TAX-MANAGED FDS921943858953,347$54.4M0.06%
277NOVARTIS AGNVSEF446,505$54.0M0.06%
278GOLUB CAP BDC INC38173M1023,648,809$53.5M0.06%
279CONSTELLATION ENERGY CORPCEG162,803$52.5M0.06%
280MARRIOTT INTL INC NEW571903202189,857$51.9M0.06%
281AMAZON COM INCAMZN233,502$51.2M0.06%
282NORTHERN TR CORPNTRSO403,760$51.2M0.06%
283CONOCOPHILLIPSCOP567,966$51.1M0.06%
284BLACKSTONE INCBX334,673$50.6M0.06%
285BROADCOM INCAVGO183,188$50.5M0.06%
286LANDSTAR SYS INCLSTR360,438$50.1M0.06%
287FIRST AMERN FINL CORP31847R102815,530$50.1M0.06%
288DIMENSIONAL ETF TRUST25434V3021,709,564$49.5M0.06%
289MOODYS CORPMCO98,367$49.3M0.06%
290VANGUARD INDEX FDS922908611252,809$49.3M0.06%
291VANGUARD INDEX FDS922908611252,809$49.3M0.06%
292AMERICAN CENTY ETF TR025072877536,379$48.9M0.06%
293PFIZER INCPFE1,991,311$48.2M0.06%
294MONSTER BEVERAGE CORP NEWMNST769,633$48.2M0.06%
295COLGATE PALMOLIVE COCL529,394$47.5M0.05%
296AVANTOR INCAVTR3,528,303$47.5M0.05%
297ALLSTATE CORPALL-PJ234,677$47.3M0.05%
298VANGUARD WORLD FD92204A70271,056$47.1M0.05%
299VANGUARD WORLD FD92204A70271,056$47.1M0.05%
300SPDR SERIES TRUST78464A508899,381$47.1M0.05%
301SPDR SERIES TRUST78464A508899,381$47.1M0.05%
302FERRARI N VRACE94,789$46.5M0.05%
303VEEVA SYS INCVEEV161,350$46.5M0.05%
304VEEVA SYS INCVEEV161,350$46.5M0.05%
305PNC FINL SVCS GROUP INC693475105248,538$46.3M0.05%
306ISHARES TR46428720074,304$46.1M0.05%
307PERIMETER SOLUTIONS INCPRM3,312,008$46.1M0.05%
308J P MORGAN EXCHANGE TRADED F46641Q654893,195$45.5M0.05%
309HEICO CORP NEWHEI-A137,684$45.2M0.05%
310MSCI INCMSCI78,128$45.1M0.05%
311EOG RES INCEOG374,490$44.8M0.05%
312VERTEX PHARMACEUTICALS INCVRTX98,464$44.1M0.05%
313VERTEX PHARMACEUTICALS INCVRTX98,464$44.1M0.05%
314SHERWIN WILLIAMS COSHW128,477$44.1M0.05%
315SHERWIN WILLIAMS COSHW128,477$44.1M0.05%
316TRACTOR SUPPLY COTSCO832,247$43.9M0.05%
317TRACTOR SUPPLY COTSCO832,247$43.9M0.05%
318VANGUARD MALVERN FDS922020805866,197$43.5M0.05%
319VANGUARD MALVERN FDS922020805866,197$43.5M0.05%
320ISHARES TR464287663455,967$43.1M0.05%
321T-MOBILE US INCTMUSZ179,915$42.9M0.05%
322T-MOBILE US INCTMUSZ179,915$42.9M0.05%
323SELECT SECTOR SPDR TR81369Y506504,689$42.8M0.05%
324SELECT SECTOR SPDR TR81369Y506504,689$42.8M0.05%
325METLIFE INCMET-PF531,436$42.7M0.05%
326DIMENSIONAL ETF TRUST25434V7651,443,876$42.6M0.05%
327BOEING COBA-PA200,774$42.1M0.05%
328ISHARES TR464288588439,409$41.3M0.05%
329EATON CORP PLCETN115,364$41.2M0.05%
330GRAINGER W W INC38480210439,355$40.9M0.05%
331ISHARES TR46436E718405,882$40.9M0.05%
332ISHARES TR464287622136,660$40.7M0.05%
333VANGUARD INDEX FDS9229085531,110,152$40.2M0.05%
334VANGUARD INDEX FDS9229085531,110,152$40.2M0.05%
335ISHARES TR46432F834731,202$40.1M0.05%
336MONOLITHIC PWR SYS INC60983910554,726$40.0M0.05%
337MEDTRONIC PLCMDT458,409$40.0M0.05%
338DIMENSIONAL ETF TRUST25434V104943,025$39.9M0.05%
339BALCHEM CORPBCPC250,845$39.9M0.05%
340DIMENSIONAL ETF TRUST25434V500625,284$39.8M0.05%
341SCHWAB STRATEGIC TR8085247061,315,604$39.7M0.05%
342SCHWAB STRATEGIC TR8085247061,315,604$39.7M0.05%
343IDEX CORP45167R104224,394$39.4M0.05%
344HARBOR ETF TRUST41151J8851,343,771$39.1M0.04%
345GOLDMAN SACHS ETF TRNVGLF982,624$39.0M0.04%
346SCHLUMBERGER LTDSLB1,149,755$38.9M0.04%
347SCHLUMBERGER LTDSLB1,149,755$38.9M0.04%
348ISHARES TR464287499422,089$38.8M0.04%
349NIKE INCNKE543,413$38.6M0.04%
350ARISTA NETWORKS INCANET377,188$38.6M0.04%
351NUVEEN CHURCHILL DIRECT LEND67090S1082,365,432$38.3M0.04%
352META PLATFORMS INCMETA51,654$38.1M0.04%
353MARTIN MARIETTA MATLS INC57328410669,176$38.0M0.04%
354BROWN & BROWN INCBRO341,407$37.9M0.04%
355SEMPRASREA498,498$37.8M0.04%
356SEMPRASREA498,498$37.8M0.04%
357ADVANCED DRAIN SYS INC DEL00790R104327,034$37.6M0.04%
358MCCORMICK & CO INCMKC-V493,124$37.4M0.04%
359PALANTIR TECHNOLOGIES INCPLTR273,203$37.3M0.04%
360VANGUARD CHARLOTTE FDS92203J407751,267$37.2M0.04%
361VANGUARD CHARLOTTE FDS92203J407751,267$37.2M0.04%
362JOHNSON CTLS INTL PLCG51502105351,362$37.1M0.04%
363DUKE ENERGY CORP NEWDUKB309,764$36.6M0.04%
364CITIGROUP INCC-PR427,582$36.4M0.04%
365ISHARES TR464287150269,425$36.4M0.04%
366ISHARES TR464288273499,374$36.3M0.04%
367VANGUARD INDEX FDS922908637133,560$36.2M0.04%
368VANGUARD INDEX FDS922908637133,560$36.2M0.04%
369TRAVELERS COMPANIES INCTRV134,476$36.0M0.04%
370TRAVELERS COMPANIES INCTRV134,476$36.0M0.04%
371SPDR S&P 500 ETF TRSPY58,092$35.9M0.04%
372AVERY DENNISON CORPAVY204,055$35.8M0.04%
373VERISK ANALYTICS INCVRSK122,923$35.8M0.04%
374VERISK ANALYTICS INCVRSK122,923$35.8M0.04%
375CINTAS CORPCTAS159,842$35.6M0.04%
376DIMENSIONAL ETF TRUST25434V7811,082,444$35.6M0.04%
377KIMBERLY-CLARK CORPKMB273,801$35.3M0.04%
378ISHARES TR464288885314,718$35.2M0.04%
379ZEBRA TECHNOLOGIES CORPORATIZBRA113,965$35.1M0.04%
380ZEBRA TECHNOLOGIES CORPORATIZBRA113,965$35.1M0.04%
381FRANCO NEV CORPFNV211,110$34.6M0.04%
382ISHARES TR464287671229,873$34.6M0.04%
383VANGUARD INTL EQUITY INDEX F922042718254,174$34.2M0.04%
384VANGUARD INTL EQUITY INDEX F922042718254,174$34.2M0.04%
3853M COMMM222,985$33.9M0.04%
386CHURCH & DWIGHT CO INCCHD350,145$33.6M0.04%
387INVESCO EXCHANGE TRADED FD TIVZ465,181$33.1M0.04%
388GOLDMAN SACHS ETF TRNVGLF271,060$32.9M0.04%
389AMETEK INCAME178,654$32.3M0.04%
390CARRIER GLOBAL CORPORATIONCARR441,158$32.3M0.04%
391INVESCO EXCHANGE TRADED FD TIVZ762,785$32.2M0.04%
392APOLLO GLOBAL MGMT INC03769M106227,145$32.2M0.04%
393NORTHROP GRUMMAN CORPNOC64,079$32.1M0.04%
394COCA COLA COKO453,100$32.1M0.04%
395GLOBE LIFE INCGL-PD256,703$31.9M0.04%
396ISHARES TR464287457380,516$31.5M0.04%
397PROLOGIS INC.PLDGP297,133$31.2M0.04%
398ISHARES TR464287309283,101$31.1M0.04%
399SCHWAB STRATEGIC TR8085246071,213,629$30.7M0.04%
400SCHWAB STRATEGIC TR8085246071,213,629$30.7M0.04%
401ENERGY TRANSFER L PET-PI1,690,769$30.7M0.04%
402VANGUARD WHITEHALL FDS921946406229,511$30.6M0.03%
403VANGUARD WHITEHALL FDS921946406229,511$30.6M0.03%
404VANGUARD INTL EQUITY INDEX F922042676661,576$30.5M0.03%
405VANGUARD INTL EQUITY INDEX F922042676661,576$30.5M0.03%
406MICRON TECHNOLOGY INCMU245,354$30.2M0.03%
407ISHARES TR46434V274879,447$30.1M0.03%
408ROCKWELL AUTOMATION INCROK90,096$29.9M0.03%
409GENERAL DYNAMICS CORPGD101,059$29.9M0.03%
410BANK NEW YORK MELLON CORP064058100313,715$29.2M0.03%
411ISHARES TR46435G516325,500$29.0M0.03%
412VALERO ENERGY CORPVLO215,591$29.0M0.03%
413VALERO ENERGY CORPVLO215,591$29.0M0.03%
414JPMORGAN CHASE & CO.VYLD99,915$29.0M0.03%
415SPDR DOW JONES INDL AVERAGE78467X10965,580$28.9M0.03%
416SPDR DOW JONES INDL AVERAGE78467X10965,580$28.9M0.03%
417ISHARES TR464287689217,591$28.9M0.03%
418MICROSTRATEGY INCSTRK71,415$28.9M0.03%
419ALTRIA GROUP INCMO482,730$28.3M0.03%
420NASDAQ INCNDAQ314,873$28.2M0.03%
421VANGUARD SCOTTSDALE FDS92206C680255,470$27.9M0.03%
422VANGUARD SCOTTSDALE FDS92206C680255,470$27.9M0.03%
423INVESCO EXCH TRADED FD TR IIIVZ480,380$27.6M0.03%
424AON PLCAON77,129$27.5M0.03%
425FASTENAL COFAST652,520$27.4M0.03%
426GE VERNOVA INCGEV51,536$27.3M0.03%
427SUNCOR ENERGY INC NEWSU724,605$27.1M0.03%
428SUNCOR ENERGY INC NEWSU724,605$27.1M0.03%
429ROLLINS INCROL475,748$26.8M0.03%
430SHELL PLCRYDAF378,909$26.8M0.03%
431SHELL PLCRYDAF378,909$26.8M0.03%
432KLA CORPKLAC29,722$26.6M0.03%
433ELEVANCE HEALTH INCELV68,307$26.6M0.03%
434PAYPAL HLDGS INCPYPL364,284$26.4M0.03%
435CADENCE DESIGN SYSTEM INCCDNS85,090$26.2M0.03%
436WILLIAMS COS INC969457100413,811$26.0M0.03%
437WILLIAMS COS INC969457100413,811$26.0M0.03%
438DIMENSIONAL ETF TRUST25434V658967,508$26.0M0.03%
439CVS HEALTH CORPCVS375,929$25.9M0.03%
440ATI INCATI299,071$25.8M0.03%
441ISHARES TR464287523108,209$25.8M0.03%
442KROGER COKR356,805$25.6M0.03%
443YUM BRANDS INCYUM172,630$25.6M0.03%
444YUM BRANDS INCYUM172,630$25.6M0.03%
445ELI LILLY & COLLY32,647$25.4M0.03%
446AZEK CO INC05478C105464,035$25.2M0.03%
447OLD DOMINION FREIGHT LINE INODFL154,483$25.1M0.03%
448BLUE OWL CAPITAL CORPORATIONOWL1,733,402$25.0M0.03%
449SPDR SERIES TRUST78468R853584,778$24.9M0.03%
450SPDR SERIES TRUST78468R853584,778$24.9M0.03%
451GARTNER INCIT61,592$24.9M0.03%
452ISHARES TR46434V613531,374$24.6M0.03%
453VISTRA CORPVST126,055$24.4M0.03%
454VISTRA CORPVST126,055$24.4M0.03%
455DUPONT DE NEMOURS INCDD355,035$24.4M0.03%
456INTEL CORPINTC1,101,093$24.3M0.03%
457CROWN CASTLE INCCCI234,693$24.1M0.03%
458DIMENSIONAL ETF TRUST25434V799770,567$24.0M0.03%
459FAIR ISAAC CORPFICO14,235$23.9M0.03%
460ALCON AGALC269,674$23.8M0.03%
461ISHARES TR464288869184,820$23.6M0.03%
462CORPAY INCCPAY70,354$23.1M0.03%
463SPDR SERIES TRUST78464A847423,451$23.0M0.03%
464SPDR SERIES TRUST78464A847423,451$23.0M0.03%
465VANGUARD WHITEHALL FDS921946885350,774$22.9M0.03%
466VANGUARD WHITEHALL FDS921946885350,774$22.9M0.03%
467ISHARES TR46435U861453,781$22.8M0.03%
468CBRE GROUP INCCBRE162,299$22.7M0.03%
469UNITED PARCEL SERVICE INCUPS226,998$22.6M0.03%
470UNITED PARCEL SERVICE INCUPS226,998$22.6M0.03%
471CAPITAL GROUP GBL GROWTH EQT14020X104707,316$22.6M0.03%
472SCHWAB STRATEGIC TR808524797845,682$22.4M0.03%
473SCHWAB STRATEGIC TR808524797845,682$22.4M0.03%
474SCHWAB STRATEGIC TR808524771909,962$22.3M0.03%
475SCHWAB STRATEGIC TR808524771909,962$22.3M0.03%
476IRON MTN INC DEL46284V101215,880$22.1M0.03%
477BRISTOL-MYERS SQUIBB COCELG-RI477,933$22.1M0.03%
478ISHARES TR464287481158,897$22.1M0.03%
479AMERICAN INTL GROUP INC026874784257,358$22.0M0.03%
480WEC ENERGY GROUP INCWEC210,856$22.0M0.03%
481WEC ENERGY GROUP INCWEC210,856$22.0M0.03%
482CME GROUP INCCME79,661$22.0M0.03%
483ALPHABET INCGOOG123,227$21.7M0.02%
484NORFOLK SOUTHN CORP65584410884,676$21.7M0.02%
485SELECT SECTOR SPDR TR81369Y605414,034$21.7M0.02%
486SELECT SECTOR SPDR TR81369Y605414,034$21.7M0.02%
487RESMED INCRSMDF83,388$21.5M0.02%
488SSGA ACTIVE ETF TR78467V848533,409$21.4M0.02%
489SSGA ACTIVE ETF TR78467V848533,409$21.4M0.02%
490L3HARRIS TECHNOLOGIES INCLHX85,081$21.3M0.02%
491AGILENT TECHNOLOGIES INCA180,689$21.3M0.02%
492ISHARES TR464287630134,978$21.3M0.02%
493INVESCO EXCH TRD SLF IDX FDIVZ366,161$21.2M0.02%
494SELECT SECTOR SPDR TR81369Y209156,847$21.1M0.02%
495SELECT SECTOR SPDR TR81369Y209156,847$21.1M0.02%
496CHIPOTLE MEXICAN GRILL INCCMG406,216$21.1M0.02%
497NETFLIX INCNFLX15,638$20.9M0.02%
498WORLD GOLD TRGLDW318,707$20.9M0.02%
499WORLD GOLD TRGLDW318,707$20.9M0.02%
500MARATHON PETE CORPMARA124,847$20.7M0.02%