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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

ASSETMARK, INC

Quarter ended Q3 2023 · Filed August 11, 2023 · Accession 0001344551-23-000010

Total Value
$25.49B
Positions
1,561
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WORLD FD MEGA GRWTH IND9219108166,533,442$1.54B6.10%
2VANGUARD INDEX FDS S&P 500 ETF SHS9229083633,114,678$1.27B5.04%
3VANGUARD WORLD FD MEGA CAP VAL ETF92191084011,932,054$1.24B4.92%
4ISHARES TR IBOXX HI YD ETF4642885138,187,458$614.6M2.44%
5ISHARES TR IBOXX INV CP ETF4642872424,809,610$520.1M2.06%
6VANGUARD INDEX FDS SM CP VAL ETF9229086113,130,882$517.8M2.06%
7ISHARES TR 20 YR TR BD ETF4642874324,613,611$474.9M1.89%
8ISHARES TR CORE MSCI EAFE46432F8426,901,150$465.8M1.85%
9PIMCO ETF TR ENHAN SHRT MA AC72201R8334,177,045$416.7M1.65%
10MICROSOFT CORP COMMSFT1,203,396$409.8M1.63%
11VANGUARD INDEX FDS MCAP VL IDXVIP9229085122,791,735$386.3M1.53%
12VANGUARD INDEX FDS MCAP GR IDXVIP9229085381,860,750$382.9M1.52%
13ISHARES INC CORE MSCI EMKT46434G1037,686,535$378.9M1.50%
14APPLE INC COMAAPL1,815,687$352.2M1.40%
15PROSHARES TR PSHS ULT S&P 50074347R1075,631,706$327.5M1.30%
16ISHARES TR US TREAS BD ETF46429B26714,160,415$324.3M1.29%
17SPDR SER TR BLOOMBERG HIGH Y78468R6223,486,139$320.8M1.27%
18VANGUARD INDEX FDS SML CP GRW ETF9229085951,257,231$288.8M1.15%
19VANGUARD INDEX FDS VALUE ETF9229087441,879,745$267.1M1.06%
20VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF92206C7715,664,474$260.5M1.03%
21BUILDERS FIRSTSOURCE INC COMBLDR1,753,336$238.5M0.95%
22ISHARES TR CORE S&P500 ETF464287200528,524$235.6M0.94%
23SPDR SER TR PORTFOLIO S&P50078464A8544,400,796$229.3M0.91%
24VANGUARD CHARLOTTE FDS TOTAL INT BD ETF92203J4074,592,758$224.5M0.89%
25ISHARES TR ISHS 5-10YR INVT4642886384,326,008$218.8M0.87%
26ISHARES TR 3 7 YR TREAS BD4642886611,898,021$218.8M0.87%
27ISHARES TR USD INV GRDE ETF4642886204,323,437$216.6M0.86%
28ALPHABET INC CAP STK CL AGOOG1,757,586$210.4M0.84%
29ISHARES TR NATIONAL MUN ETF4642884141,966,566$209.9M0.83%
30ISHARES TR MSCI USA MMENTM46432F3961,446,972$208.7M0.83%
31PROCTER AND GAMBLE CO COM7427181091,349,974$204.8M0.81%
32ISHARES TR JPMORGAN USD EMG4642882812,334,422$202.0M0.80%
33VANGUARD INDEX FDS EXTEND MKT ETF9229086521,250,034$186.0M0.74%
34PFIZER INC COMPFE5,065,572$185.8M0.74%
35VERTEX PHARMACEUTICALS INC COMVRTX511,171$179.9M0.71%
36SELECT SECTOR SPDR TR TECHNOLOGY81369Y8031,033,053$179.6M0.71%
37VANGUARD BD INDEX FDS TOTAL BND MRKT9219378352,381,128$173.1M0.69%
38SPDR SER TR BBG CONV SEC ETF78464A3592,436,125$170.4M0.68%
39GILEAD SCIENCES INC COMGILD2,135,345$164.6M0.65%
40J P MORGAN EXCHANGE TRADED F INTRNL RES EQT46641Q1342,478,232$141.6M0.56%
41VANGUARD INDEX FDS GROWTH ETF922908736492,943$139.5M0.55%
42ISHARES TR US HOME CONS ETF4642887521,585,003$135.4M0.54%
43CADENCE DESIGN SYSTEM INC COMCDNS536,898$125.9M0.50%
44MARSH & MCLENNAN COS INC COM571748102664,172$124.9M0.50%
45ISHARES TR MSCI USA MIN VOL46429B6971,626,398$120.9M0.48%
46SPDR GOLD TR GOLD SHSGLD668,373$119.2M0.47%
47SPDR SER TR PORTFLI INTRMDIT78464A6724,207,186$119.0M0.47%
48VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT9219438582,556,258$118.0M0.47%
49ISHARES TR CORE US AGGBD ET4642872261,203,369$117.9M0.47%
50LABORATORY CORP AMER HLDGS COM NEW50540R409487,193$117.6M0.47%
51ISHARES TR INTRM GOV CR ETF4642886121,118,901$115.1M0.46%
52ISHARES INC MSCI EURZONE ETF4642866082,509,943$115.0M0.46%
53CISCO SYS INC COMCSCO2,209,709$114.3M0.45%
54ISHARES TR FLTG RATE NT ETF46429B6552,204,161$112.0M0.44%
55AFLAC INC COMAFL1,533,252$107.0M0.42%
56ISHARES TR 0-5YR HI YL CP46434V4072,580,950$107.0M0.42%
57EXPEDITORS INTL WASH INC COM302130109883,116$107.0M0.42%
58ISHARES TR ISHS 1-5YR INVS4642886462,018,280$101.3M0.40%
59QUALCOMM INC COMQCOM831,511$99.0M0.39%
60META PLATFORMS INC CL AMETA339,519$97.4M0.39%
61VANGUARD SCOTTSDALE FDS INT-TERM CORP92206C8701,180,852$93.3M0.37%
62J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC46641Q8371,848,582$92.7M0.37%
63CVS HEALTH CORP COMCVS1,317,981$91.1M0.36%
64ISHARES TR 1 3 YR TREAS BD4642874571,122,793$91.0M0.36%
65VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF922042718804,230$88.9M0.35%
66ISHARES TR CORE MSCI INTL46435G3261,423,625$87.0M0.35%
67SPDR INDEX SHS FDS PORTFOLIO DEVLPD78463X8892,641,676$86.0M0.34%
68DIMENSIONAL ETF TRUST US CORE EQUITY 225434V7083,134,057$85.1M0.34%
69SELECT SECTOR SPDR TR SBI HEALTHCARE81369Y209623,553$82.8M0.33%
70OMNICOM GROUP INC COMOMC865,771$82.4M0.33%
71ISHARES TR MBS ETF464288588881,400$82.2M0.33%
72DIMENSIONAL ETF TRUST WORLD EX US CORE25434V8803,293,327$76.8M0.30%
73NUCOR CORP COMNUE452,940$74.3M0.29%
74ON SEMICONDUCTOR CORP COMON762,942$72.2M0.29%
75ISHARES TR BROAD USD HIGH46435U8532,029,047$71.6M0.28%
76SCHWAB STRATEGIC TR US LCAP GR ETF808524300936,439$70.2M0.28%
77ISHARES TR CORE MSCI PAC46434V6961,215,636$69.8M0.28%
78ISHARES TR CORE MSCI EURO46434V7381,324,092$69.7M0.28%
79KNIGHT-SWIFT TRANSN HLDGS IN CL A4990491041,253,452$69.6M0.28%
80ISHARES TR EAFE GRWTH ETF464288885725,998$69.3M0.27%
81ISHARES TR ISHARES SEMICDTR464287523135,075$68.5M0.27%
82BROADCOM INC COMAVGO78,954$68.5M0.27%
83PIMCO ETF TR 0-5 HIGH YIELD72201R783738,448$67.3M0.27%
84VERIZON COMMUNICATIONS INC COMVZ1,797,457$66.8M0.27%
85SCHWAB STRATEGIC TR US LRG CAP ETF8085242011,259,576$66.0M0.26%
86ARCHER DANIELS MIDLAND CO COMADM860,997$65.1M0.26%
87VANGUARD INDEX FDS MID CAP ETF922908629294,392$64.8M0.26%
88UNITED THERAPEUTICS CORP DEL COMUTHR281,596$62.2M0.25%
89HARTFORD FINL SVCS GROUP INC COMHIG-PG857,392$61.7M0.25%
90VICI PPTYS INC COM9256521091,942,290$61.0M0.24%
91VANGUARD INDEX FDS REAL ESTATE ETF922908553727,752$60.8M0.24%
92UNUM GROUP COMUNMA1,262,295$60.2M0.24%
93AMGEN INC COMAMGN270,118$60.0M0.24%
94DIMENSIONAL ETF TRUST US EQUITY ETF25434V4011,233,111$59.4M0.24%
95ISHARES TR CORE S&P SCP ETF464287804592,700$59.1M0.23%
96ISHARES TR 7-10 YR TRSY BD464287440609,043$58.8M0.23%
97SEMPRA COMSREA402,199$58.6M0.23%
98D R HORTON INC COM23331A109479,841$58.4M0.23%
99VANGUARD WHITEHALL FDS HIGH DIV YLD921946406548,302$58.2M0.23%
100VANGUARD INTL EQUITY INDEX F ALLWRLD EX US9220427751,066,757$58.0M0.23%
101KLA CORP COM NEWKLAC119,555$58.0M0.23%
102SPDR INDEX SHS FDS PORTFOLIO EMG MK78463X5091,685,694$58.0M0.23%
103REGENERON PHARMACEUTICALS COMREGN80,639$57.9M0.23%
104SPDR SER TR BLOOMBERG 1-3 MO78468R663623,664$57.3M0.23%
105THE CIGNA GROUP COM125523100202,188$56.7M0.23%
106PRICE T ROWE GROUP INC COMTROW503,986$56.5M0.22%
107VANGUARD SCOTTSDALE FDS VNG RUS1000GRW92206C680785,470$55.6M0.22%
108DANAHER CORPORATION COM235851102229,811$55.2M0.22%
109ISHARES TR TRS FLT RT BD46434V8601,052,463$53.3M0.21%
110VANGUARD SCOTTSDALE FDS LONG TERM TREAS92206C847826,748$52.5M0.21%
111WILLIAMS COS INC COM9694571001,599,728$52.2M0.21%
112ISHARES INC MSCI CDA ETF4642865091,480,658$51.8M0.21%
113VANGUARD SCOTTSDALE FDS SHORT TERM TREAS92206C102893,924$51.6M0.20%
114ISHARES TR CORE TOTAL USD46434V6131,121,429$51.0M0.20%
115SNAP ON INC COMSNA176,324$50.8M0.20%
116VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF922042866710,329$49.5M0.20%
117VANGUARD INDEX FDS SMALL CP ETF922908751248,227$49.4M0.20%
118J P MORGAN EXCHANGE TRADED F BETABUILDERS I46641Q373887,401$48.7M0.19%
119METLIFE INC COMMET-PF840,598$47.5M0.19%
120SPDR SER TR BLOOMBERG SHT TE78468R4081,855,889$45.8M0.18%
121J P MORGAN EXCHANGE TRADED F BETABUILDERS CDA46641Q225732,960$44.9M0.18%
122GENERAL MLS INC COM370334104578,456$44.4M0.18%
123SUPER MICRO COMPUTER INC COMSMCI175,543$43.8M0.17%
124CONSOLIDATED EDISON INC COMED483,611$43.7M0.17%
125SELECT SECTOR SPDR TR SBI CONS STPLS81369Y308580,982$43.1M0.17%
126ROBERT HALF INTL INC COMRHI556,637$41.9M0.17%
127STEEL DYNAMICS INC COMSTLD384,000$41.8M0.17%
128AMAZON COM INC COMAMZN319,682$41.7M0.17%
129NEXSTAR MEDIA GROUP INC COMMON STOCKNXST247,337$41.2M0.16%
130NVIDIA CORPORATION COMNVDA97,334$41.2M0.16%
131C H ROBINSON WORLDWIDE INC COM NEWCHRW435,707$41.1M0.16%
132COTERRA ENERGY INC COMCTRA1,619,025$41.0M0.16%
133SELECT SECTOR SPDR TR SBI CONS DISCR81369Y407240,998$40.9M0.16%
134COGNIZANT TECHNOLOGY SOLUTIO CL ACTSH620,754$40.5M0.16%
135SPDR SER TR PORTFOLIO LN TSR78464A6641,345,426$40.2M0.16%
136NOVO-NORDISK A S ADRNONOF248,356$40.2M0.16%
137ISHARES INC MSCI SWITZERLAND464286749868,616$40.1M0.16%
138DIMENSIONAL ETF TRUST SHORT DURATION F25434V864857,817$39.8M0.16%
139M & T BK CORP COM55261F104320,336$39.6M0.16%
140OGE ENERGY CORP COMOGE1,086,499$39.0M0.15%
141WISDOMTREE TR FLOATNG RAT TREAWT774,783$39.0M0.15%
142VALERO ENERGY CORP COMVLO329,848$38.7M0.15%
143SPROUTS FMRS MKT INC COM85208M1021,049,896$38.6M0.15%
144SPDR SER TR NUVEEN BLMBRG MU78468R721827,673$38.2M0.15%
145PPL CORP COMPPLC1,439,569$38.1M0.15%
146ISHARES TR SELECT DIVID ETF464287168317,299$36.0M0.14%
147TEXAS INSTRS INC COM882508104198,723$35.8M0.14%
148PIONEER NAT RES CO COM723787107167,914$34.8M0.14%
149APPLIED MATLS INC COM038222105240,085$34.7M0.14%
150SELECT SECTOR SPDR TR COMMUNICATION81369Y852529,343$34.4M0.14%
151SPDR INDEX SHS FDS PORTFLO EURP ETF78463X103885,030$34.1M0.14%
152LOUISIANA PAC CORP COMLPX452,939$34.0M0.13%
153J P MORGAN EXCHANGE TRADED F BETABUILDRS US46641Q399424,992$33.9M0.13%
154PRINCIPAL FINANCIAL GROUP IN COMPFG444,791$33.7M0.13%
155SPDR SER TR S&P 600 SMCP GRW78464A201437,464$33.7M0.13%
156SPDR SER TR BLOOMBERG INVT78468R2001,077,915$33.1M0.13%
157INTEL CORP COMINTC987,761$33.0M0.13%
158FEDEX CORP COMFDX132,319$32.8M0.13%
159UNITEDHEALTH GROUP INC COMUNH66,332$31.9M0.13%
160PBF ENERGY INC CL APBF764,284$31.3M0.12%
161ISHARES TR MSCI ACWI ETF464288257323,855$31.1M0.12%
162SPDR SER TR PORTFOLIO AGRGTE78464A6491,196,525$30.4M0.12%
163SPDR SER TR PORTFOLIO S&P60078468R853748,353$29.1M0.12%
164WILLIAMS SONOMA INC COMWSM228,887$28.6M0.11%
165VANGUARD MALVERN FDS STRM INFPROIDX922020805597,280$28.3M0.11%
166ISHARES TR CONV BD ETF46435G102369,467$28.2M0.11%
167TYSON FOODS INC CL ATSN529,536$27.0M0.11%
168SPDR SER TR PORTFOLIO S&P40078464A847583,154$26.8M0.11%
169ISHARES TR INTL SEL DIV ETF4642884481,002,862$26.4M0.10%
170BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A76,726$26.2M0.10%
171TEGNA INC COM87901J1051,595,612$25.9M0.10%
172TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS874039100256,376$25.9M0.10%
173VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD92206C409341,383$25.8M0.10%
174VANECK ETF TRUST HIGH YLD MUNIETF92189H409483,041$24.8M0.10%
175PACCAR INC COMPCAR292,360$24.5M0.10%
176EXTRA SPACE STORAGE INC COMEXR160,458$23.9M0.09%
177MASTERCARD INCORPORATED CL AMA60,265$23.7M0.09%
178SCHWAB STRATEGIC TR US TIPS ETF808524870442,719$23.2M0.09%
179SKYWORKS SOLUTIONS INC COMSWKS207,569$23.0M0.09%
180DIMENSIONAL ETF TRUST US TARGETED VLU25434V609487,593$22.6M0.09%
181WISDOMTREE TR EMER MKT HIGH FDWT579,130$22.2M0.09%
182PULTE GROUP INC COM745867101284,499$22.1M0.09%
183ISHARES TR 10 YR INVST GRD464289511427,189$22.0M0.09%
184DBX ETF TR XTRACK USD HIGH233051432637,673$22.0M0.09%
185ISHARES TR AGGRES ALLOC ETF464289859324,701$21.5M0.09%
186SELECT SECTOR SPDR TR SBI INT-UTILS81369Y886328,445$21.5M0.09%
187VANGUARD INTL EQUITY INDEX F GLB EX US ETF922042676530,761$21.3M0.08%
188VANGUARD WHITEHALL FDS EM MK GOV BD ETF921946885328,250$20.4M0.08%
189MODERNA INC COMMRNA168,057$20.4M0.08%
190NOVARTIS AG SPONSORED ADRNVSEF198,769$20.1M0.08%
191MEDTRONIC PLC SHSMDT226,047$19.9M0.08%
192SPDR INDEX SHS FDS S&P INTL SMLCP78463X871632,726$19.3M0.08%
193VANGUARD SCOTTSDALE FDS VNG RUS2000GRW92206C623107,190$18.9M0.08%
194LILLY ELI & CO COMLLY39,218$18.4M0.07%
195ADVANCED MICRO DEVICES INC COMAMD161,158$18.4M0.07%
196ISHARES TR GRWT ALLOCAT ETF464289867344,745$17.7M0.07%
197ARCH CAP GROUP LTD ORDG0450A105234,679$17.6M0.07%
198WORLD GOLD TR SPDR GLD MINISGLDW459,132$17.5M0.07%
199GLOBAL X FDS US PFD ETF37954Y657893,724$17.3M0.07%
200BANK AMERICA CORP COM060505104582,986$16.7M0.07%
201JPMORGAN CHASE & CO COMVYLD114,636$16.7M0.07%
202ABBVIE INC COMABBV122,344$16.5M0.07%
203PALO ALTO NETWORKS INC COMPANW64,211$16.4M0.07%
204ALPHABET INC CAP STK CL CGOOG135,508$16.4M0.07%
205ISHARES INC JP MRGN EM HI BD464286285462,691$16.3M0.06%
206DIMENSIONAL ETF TRUST US CORE EQT MKT25434V104522,212$16.2M0.06%
207ASML HOLDING N V N Y REGISTRY SHSASMLF21,915$15.9M0.06%
208INTUIT COMINTU33,545$15.4M0.06%
209MORGAN STANLEY COM NEWMS-PQ179,251$15.3M0.06%
210ISHARES TR CORE DIV GRWTH46434V621295,335$15.2M0.06%
211ACCENTURE PLC IRELAND SHS CLASS AACN48,963$15.1M0.06%
212EOG RES INC COMEOG131,552$15.1M0.06%
213STELLANTIS N.V SHSSTLA850,197$14.9M0.06%
214COMCAST CORP NEW CL ACCZ350,934$14.6M0.06%
215EXXON MOBIL CORP COMXOM135,797$14.6M0.06%
216ISHARES TR CALIF MUN BD ETF464288356251,351$14.3M0.06%
217SERVICENOW INC COMNOW25,337$14.2M0.06%
218DEVON ENERGY CORP NEW COM25179M103293,271$14.2M0.06%
219ISHARES TR TIPS BD ETF464287176131,643$14.2M0.06%
220ANALOG DEVICES INC COMADI72,469$14.1M0.06%
221NIKE INC CL BNKE127,188$14.0M0.06%
222COSTCO WHSL CORP NEW COM22160K10525,334$13.6M0.05%
223QUIDELORTHO CORP COMQDEL160,210$13.3M0.05%
224SPDR INDEX SHS FDS S&P INTL ETF78463X772385,282$13.2M0.05%
225CONOCOPHILLIPS COMCOP127,512$13.2M0.05%
226TESLA INC COMTSLA50,088$13.1M0.05%
227DIMENSIONAL ETF TRUST CORE FIXED INCOM25434V872313,211$13.1M0.05%
228SPDR SER TR BLOOMBERG EMERGI78464A391603,084$12.8M0.05%
229WELLS FARGO CO NEW COM949746101298,859$12.8M0.05%
230INTUITIVE SURGICAL INC COM NEWISRG36,027$12.3M0.05%
231SPDR SER TR BLOOMBERG 1 10 Y78468R861661,547$12.2M0.05%
232CHEVRON CORP NEW COMCVX77,138$12.1M0.05%
233MERCK & CO INC COMMRK104,759$12.1M0.05%
234PETROLEO BRASILEIRO SA PETRO SPONSORED ADR71654V408867,111$12.0M0.05%
235SPDR SER TR PORTFOLIO SH TSR78468R101416,024$12.0M0.05%
236ISHARES GOLD TR ISHARES NEWIAU328,939$12.0M0.05%
237THERMO FISHER SCIENTIFIC INC COMTMO22,618$11.8M0.05%
238LAM RESEARCH CORP COMLRCX17,597$11.3M0.04%
239MANULIFE FINL CORP COM56501R106589,373$11.1M0.04%
240ISHARES TR MSCI EAFE MIN VL46429B689164,541$11.1M0.04%
241SELECT SECTOR SPDR TR SBI INT-INDS81369Y704102,417$11.0M0.04%
242OREILLY AUTOMOTIVE INC COM67103H10711,355$10.8M0.04%
243BLACKROCK INC COMBLK15,646$10.8M0.04%
244DIMENSIONAL ETF TRUST NATL MUN BD ETF25434V849224,242$10.7M0.04%
245SPDR SER TR NUVEEN BLMBRG SH78468R739224,265$10.6M0.04%
246TJX COS INC NEW COM872540109123,114$10.4M0.04%
247VANECK ETF TRUST EMERGING MRKT HI92189F353556,437$10.2M0.04%
248WISDOMTREE TR US SMALLCAP DIVDWT350,826$10.1M0.04%
249SALESFORCE INC COMCRM47,542$10.0M0.04%
250PHILIP MORRIS INTL INC COM718172109101,415$9.9M0.04%
251CHUBB LIMITED COMCB50,202$9.7M0.04%
252YUM CHINA HLDGS INC COMYUMC166,495$9.4M0.04%
253RAYTHEON TECHNOLOGIES CORP COMRTX95,655$9.4M0.04%
254AIR PRODS & CHEMS INC COMAIIR31,174$9.3M0.04%
255THOMSON REUTERS CORP. COMTMSOF68,768$9.3M0.04%
256ASTRAZENECA PLC SPONSORED ADRAZN129,515$9.3M0.04%
257COMPANHIA DE SANEAMENTO BASI SPONSORED ADRSBS782,188$9.3M0.04%
258NEXTERA ENERGY INC COMNEE-PW123,165$9.1M0.04%
259ZOETIS INC CL AZTS52,898$9.1M0.04%
260SPDR SER TR PRTFLO S&P500 VL78464A508208,048$9.0M0.04%
261ISHARES TR 10-20 YR TRS ETF46428865379,757$8.8M0.04%
262FOX CORP CL A COMFOX257,636$8.8M0.03%
263JOHNSON & JOHNSON COMJNJ51,393$8.5M0.03%
264ISHARES TR RUS MD CP GR ETF46428748187,934$8.5M0.03%
265LOWES COS INC COM54866110737,527$8.5M0.03%
266AMERICAN EXPRESS CO COMAXP48,453$8.4M0.03%
267MONSTER BEVERAGE CORP NEW COMMNST146,695$8.4M0.03%
268ELEVANCE HEALTH INC COMELV18,777$8.3M0.03%
269INVESCO QQQ TR UNIT SER 1IVZ22,319$8.2M0.03%
270VISA INC COM CL AV34,708$8.2M0.03%
271BRITISH AMERN TOB PLC SPONSORED ADR110448107247,785$8.2M0.03%
272PUBLIC SVC ENTERPRISE GRP IN COM744573106131,237$8.2M0.03%
273MURPHY USA INC COMMUSA26,247$8.2M0.03%
274BRISTOL-MYERS SQUIBB CO COMCELG-RI127,509$8.2M0.03%
275MCDONALDS CORP COMMCD27,028$8.1M0.03%
276UNITED PARCEL SERVICE INC CL BUPS44,427$8.0M0.03%
277SPDR SER TR PRTFLO S&P500 GW78464A409130,186$7.9M0.03%
278SONY GROUP CORPORATION SPONSORED ADRSNEJF87,904$7.9M0.03%
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283SCHWAB STRATEGIC TR SHT TM US TRES808524862155,901$7.5M0.03%
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285ISHARES INC EM MKTS DIV ETF464286319305,387$7.5M0.03%
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290HOME DEPOT INC COMHD23,331$7.2M0.03%
291COSTAR GROUP INC COMCSGP78,216$7.0M0.03%
292INVESCO EXCH TRADED FD TR II NATL AMT MUNIIVZ289,565$6.8M0.03%
293VANGUARD WHITEHALL FDS INTL HIGH ETF921946794106,984$6.8M0.03%
294ELECTRONIC ARTS INC COMEA51,973$6.7M0.03%
295WALMART INC COMWMT42,730$6.7M0.03%
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297COPART INC COMCPRT72,054$6.6M0.03%
298PNC FINL SVCS GROUP INC COM69347510552,169$6.6M0.03%
299GLOBAL X FDS GLBL X MLP ETF37954Y343152,474$6.5M0.03%
300CHIPOTLE MEXICAN GRILL INC COMCMG3,058$6.5M0.03%
301ISHARES TR PFD AND INCM SEC464288687210,263$6.5M0.03%
302BECTON DICKINSON & CO COMBDX23,899$6.3M0.03%
303SCHWAB STRATEGIC TR US DIVIDEND EQ80852479786,599$6.3M0.02%
304DEERE & CO COMDE15,111$6.1M0.02%
305AMETEK INC COMAME37,801$6.1M0.02%
306AXALTA COATING SYS LTD COMAXTA184,781$6.1M0.02%
307BP PLC SPONSORED ADRBPPFF170,931$6.0M0.02%
308LAUDER ESTEE COS INC CL A51843910430,706$6.0M0.02%
309AFFILIATED MANAGERS GROUP IN COMMGRE40,126$6.0M0.02%
310CONSTELLATION BRANDS INC CL ASTZ24,347$6.0M0.02%
311NXP SEMICONDUCTORS N V COMNXPI29,268$6.0M0.02%
312EDWARDS LIFESCIENCES CORP COMEW63,418$6.0M0.02%
313SSGA ACTIVE ETF TR SPDR TR TACTIC78467V848147,169$6.0M0.02%
314PARKER-HANNIFIN CORP COMPH15,204$5.9M0.02%
315ALLSTATE CORP COMALL-PJ52,967$5.8M0.02%
316APOLLO GLOBAL MGMT INC COM03769M10674,078$5.7M0.02%
317VANGUARD BD INDEX FDS LONG TERM BOND92193779375,488$5.7M0.02%
318ISHARES TR MSCI USA VALUE46432F38860,205$5.6M0.02%
319CAPITAL ONE FINL CORP COM14040H10551,160$5.6M0.02%
320UBER TECHNOLOGIES INC COMUBER129,358$5.6M0.02%
321CSX CORP COMCSX162,232$5.5M0.02%
322DEXCOM INC COMDXCM43,008$5.5M0.02%
323TRADEWEB MKTS INC CL A89267210680,651$5.5M0.02%
324AMERICAN ELEC PWR CO INC COM02553710165,379$5.5M0.02%
325ISHARES TR AGENCY BOND ETF46428816651,114$5.5M0.02%
326ISHARES TR 0-5YR INVT GR CP46434V100112,813$5.4M0.02%
327VEEVA SYS INC CL A COMVEEV27,295$5.4M0.02%
328ISHARES TR INTL DIV GRWTH46435G52486,816$5.4M0.02%
329ISHARES TR GOV/CRED BD ETF46428859651,588$5.4M0.02%
330SAP SE SPON ADRSAPGF39,185$5.4M0.02%
331PPG INDS INC COM69350610736,097$5.4M0.02%
332PROLOGIS INC. COMPLDGP43,603$5.3M0.02%
333PAYCOM SOFTWARE INC COMPAYC16,481$5.3M0.02%
334VULCAN MATLS CO COM92916010923,258$5.2M0.02%
335ZIMMER BIOMET HOLDINGS INC COMZBH36,003$5.2M0.02%
336SHOCKWAVE MED INC COM82489T10418,293$5.2M0.02%
337TAYLOR MORRISON HOME CORP COMTMHC105,751$5.2M0.02%
338GOLDMAN SACHS GROUP INC COMGSCE15,931$5.1M0.02%
339CITIGROUP INC COM NEWC-PR110,678$5.1M0.02%
340DOVER CORP COMDOV34,354$5.1M0.02%
341AIRBNB INC COM CL AABNB39,098$5.0M0.02%
342GODADDY INC CL AGDDY66,222$5.0M0.02%
343MARATHON PETE CORP COMMARA42,303$4.9M0.02%
344XCEL ENERGY INC COMXELLL79,172$4.9M0.02%
345HF SINCLAIR CORP COMDINO109,937$4.9M0.02%
346OLD REP INTL CORP COM680223104192,507$4.8M0.02%
347CARRIER GLOBAL CORPORATION COMCARR95,421$4.7M0.02%
348NVR INC COMNVR737$4.7M0.02%
349RELIANCE STEEL & ALUMINUM CO COMRS17,094$4.6M0.02%
350BCE INC COM NEWBCPPF100,879$4.6M0.02%
351UNILEVER PLC SPON ADR NEWUNLYF87,748$4.6M0.02%
352COCA COLA CO COMKO75,385$4.5M0.02%
353TFI INTL INC COM87241L10939,804$4.5M0.02%
354MONDELEZ INTL INC CL A60920710562,112$4.5M0.02%
355GENERAL DYNAMICS CORP COMGD20,966$4.5M0.02%
356KEYSIGHT TECHNOLOGIES INC COMKEYS26,832$4.5M0.02%
357ENCORE WIRE CORP COMECR24,067$4.5M0.02%
358TRANSDIGM GROUP INC COMTDG5,000$4.5M0.02%
359WORLD WRESTLING ENTMT INC CL A98156Q10841,007$4.4M0.02%
360NORTHROP GRUMMAN CORP COMNOC9,548$4.4M0.02%
361EATON CORP PLC SHSETN21,519$4.3M0.02%
362DOLLAR GEN CORP NEW COM25667710525,225$4.3M0.02%
363MOTOROLA SOLUTIONS INC COM NEWMSI14,517$4.3M0.02%
364ISHARES TR RUSSELL 3000 ETF46428768916,689$4.2M0.02%
365TOTALENERGIES SE SPONSORED ADSTTE73,248$4.2M0.02%
366SANOFI SPONSORED ADRSNYNF78,140$4.2M0.02%
367LENNAR CORP CL ALEN-B33,236$4.2M0.02%
368PEPSICO INC COMPEP22,162$4.1M0.02%
369WISDOMTREE TR US LARGECAP DIVDWT63,415$4.0M0.02%
370ZEBRA TECHNOLOGIES CORPORATI CL AZBRA13,353$4.0M0.02%
371BOSTON SCIENTIFIC CORP COMBSX72,852$3.9M0.02%
372LIVE NATION ENTERTAINMENT IN COMLYV41,785$3.8M0.02%
373RIO TINTO PLC SPONSORED ADRRTNTF59,534$3.8M0.02%
374FIDELITY NATIONAL FINANCIAL FNF GROUP COMFNF105,504$3.8M0.02%
375WORKDAY INC CL AWDAY16,805$3.8M0.02%
376FIDELITY NATL INFORMATION SV COM31620M10669,159$3.8M0.02%
377CORTEVA INC COMCTVA65,535$3.8M0.01%
378WEST FRASER TIMBER CO LTD COMWFG43,247$3.7M0.01%
379ULTA BEAUTY INC COMULTA7,847$3.7M0.01%
380OLIN CORP COM PAR $1OLN71,778$3.7M0.01%
381DISNEY WALT CO COM25468710641,156$3.7M0.01%
382SANMINA CORPORATION COMSANM60,552$3.6M0.01%
383KKR & CO INC COMKKRT64,999$3.6M0.01%
384IDACORP INC COMIDA35,294$3.6M0.01%
385REPUBLIC SVCS INC COM76075910023,572$3.6M0.01%
386AMERICAN INTL GROUP INC COM NEW02687478461,965$3.6M0.01%
387BOISE CASCADE CO DEL COMBCC38,393$3.5M0.01%
388SYNOPSYS INC COMSNPS7,953$3.5M0.01%
389CMS ENERGY CORP COMCMS-PC58,904$3.5M0.01%
390HONDA MOTOR LTD AMERN SHSHNDAF113,626$3.4M0.01%
391S&P GLOBAL INC COMSPGI8,511$3.4M0.01%
392INTERNATIONAL BUSINESS MACHS COMINTR25,483$3.4M0.01%
393FIRST CTZNS BANCSHARES INC N CL A31946M1032,646$3.4M0.01%
394JOHNSON CTLS INTL PLC SHSG5150210548,910$3.3M0.01%
395BAXTER INTL INC COM07181310972,417$3.3M0.01%
396MICROCHIP TECHNOLOGY INC. COMMCHPP36,568$3.3M0.01%
397GENERAL MTRS CO COM37045V10084,533$3.3M0.01%
398SPDR SER TR DJ REIT ETF78464A60736,029$3.3M0.01%
399CATERPILLAR INC COMCAT12,990$3.2M0.01%
400MCKESSON CORP COMMCK7,477$3.2M0.01%
401ISHARES TR MORNINGSTR US EQ46428712752,280$3.2M0.01%
402M/I HOMES INC COMMHO36,330$3.2M0.01%
403ROYAL CARIBBEAN GROUP COMV7780T10330,400$3.2M0.01%
404KRAFT HEINZ CO COMKHC88,836$3.2M0.01%
405P T TELEKOMUNIKASI INDONESIA SPONSORED ADR715684106115,979$3.1M0.01%
406US BANCORP DEL COM NEWUSB-PS93,454$3.1M0.01%
407ISHARES TR MSCI USA QLT FCT46432F33922,763$3.1M0.01%
408AXONICS INC COM05465P10160,535$3.1M0.01%
409SPDR INDEX SHS FDS DJ INTL RL ETF78463X863121,879$3.0M0.01%
410SCHWAB CHARLES CORP COMSCHW-PJ53,018$3.0M0.01%
411DISCOVER FINL SVCS COM25470910825,294$3.0M0.01%
412VANGUARD SCOTTSDALE FDS VNG RUS1000IDX92206C73014,563$2.9M0.01%
413SPDR SER TR PRTFLO S&P500 HI78468R78878,264$2.9M0.01%
414TRANE TECHNOLOGIES PLC SHSTT15,153$2.9M0.01%
415HUBSPOT INC COMHUBS5,432$2.9M0.01%
416MAGNA INTL INC COM55922240151,007$2.9M0.01%
417HERSHEY CO COMHSY11,417$2.9M0.01%
418VANGUARD INDEX FDS LARGE CAP ETF92290863713,959$2.8M0.01%
419HOST HOTELS & RESORTS INC COMHST167,244$2.8M0.01%
420HALOZYME THERAPEUTICS INC COMHALO77,955$2.8M0.01%
421HUNT J B TRANS SVCS INC COM44565810715,532$2.8M0.01%
422CARLYLE GROUP INC COMCGABL87,647$2.8M0.01%
423HUMANA INC COMHUM6,259$2.8M0.01%
424AMERICA MOVIL SAB DE CV SPON ADS RP CL BAMXOF128,791$2.8M0.01%
425SS&C TECHNOLOGIES HLDGS INC COMSSNC45,842$2.8M0.01%
426MATSON INC COMMATX35,269$2.7M0.01%
427PRESTIGE CONSMR HEALTHCARE I COM74112D10145,810$2.7M0.01%
428JABIL INC COMJBL25,108$2.7M0.01%
429PROGRESSIVE CORP COM74331510320,356$2.7M0.01%
430BERKLEY W R CORP COMWRB-PH44,991$2.7M0.01%
431CUMMINS INC COMCMI10,831$2.7M0.01%
432NETFLIX INC COMNFLX5,990$2.6M0.01%
433AUTODESK INC COMADSK12,820$2.6M0.01%
434DUKE ENERGY CORP NEW COM NEWDUKB29,173$2.6M0.01%
435INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELDIVZ192,029$2.6M0.01%
436SPDR INDEX SHS FDS S&P GLBDIV ETF78463X45945,325$2.6M0.01%
437INCYTE CORP COMINCY41,696$2.6M0.01%
438ETSY INC COMETSY30,652$2.6M0.01%
439MERCADOLIBRE INC COMMELI2,172$2.6M0.01%
440HORMEL FOODS CORP COMHRL63,891$2.6M0.01%
441SOUTHWEST AIRLS CO COM84474110870,588$2.6M0.01%
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443ISHARES TR EAFE VALUE ETF46428887751,837$2.5M0.01%
444LEIDOS HOLDINGS INC COMLDOS27,910$2.5M0.01%
445ALEXANDRIA REAL ESTATE EQ IN COM01527110921,720$2.5M0.01%
446OPTION CARE HEALTH INC COM NEWOPCH75,864$2.5M0.01%
447MARRIOTT INTL INC NEW CL A57190320213,416$2.5M0.01%
448L3HARRIS TECHNOLOGIES INC COMLHX12,277$2.4M0.01%
449DARLING INGREDIENTS INC COMDAR37,647$2.4M0.01%
450SYSCO CORP COMSYY31,505$2.3M0.01%
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452REALTY INCOME CORP COMO38,203$2.3M0.01%
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455NEUROCRINE BIOSCIENCES INC COMNBIX23,927$2.3M0.01%
456SPDR SER TR BLOOMBERG INTL T78464A516100,013$2.3M0.01%
457MONGODB INC CL AMDB5,450$2.2M0.01%
458KULICKE & SOFFA INDS INC COM50124210137,131$2.2M0.01%
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460KONINKLIJKE PHILIPS N V NY REGIS SHS NEWRYLPF98,367$2.1M0.01%
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473MICRON TECHNOLOGY INC COMMU32,365$2.0M0.01%
474ZOOMINFO TECHNOLOGIES INC COMMON STOCKGTM80,280$2.0M0.01%
475NUSHARES ETF TR NUVEEN ESG USNU92,444$2.0M0.01%
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479ISHARES TR U.S. TECH ETF46428772118,449$2.0M0.01%
480BLACKROCK ETF TRUST US CARBON TRANSBLK41,012$2.0M0.01%
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482ISHARES TR ESG MSCI USA ETF46436E76755,145$2.0M0.01%
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488HONEYWELL INTL INC COM4385161069,355$1.9M0.01%
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496RAYMOND JAMES FINL INC COM75473010917,576$1.8M0.01%
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499MR COOPER GROUP INC COM62482R10735,499$1.8M0.01%
500AMPHASTAR PHARMACEUTICALS IN COMAMPH31,097$1.8M0.01%