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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

WHITTIER TRUST CO OF NEVADA INC

Quarter ended Q3 2023 · Filed July 24, 2023 · Accession 0001387131-23-008576

Total Value
$2.95B
Positions
1,533
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE COMPUTER INC COMAAPL929,079$180.2M6.25%
2MICROSOFT CORP COMMSFT508,917$173.3M6.01%
3SPDR TR S&P 500SPY226,933$100.6M3.49%
4ISHARES S&P 500 INDEX464287200148,180$66.0M2.29%
5ALPHABET INC CL CGOOG535,902$64.8M2.25%
6NVIDIA CORP COMNVDA150,271$63.6M2.20%
7AMAZON COM INC COMAMZN486,831$63.5M2.20%
8ISHARES S&P MIDCAP 400 INDEX464287507187,808$49.1M1.70%
9VISA INC COM CL AV203,069$48.2M1.67%
10VANGUARD EMERGING MARKET EQUITY ETF9220428581,019,099$41.5M1.44%
11JP MORGAN CHASE & CO COMVYLD278,680$40.5M1.41%
12VANGUARD FTSE DEVELOPED MARKETS921943858847,871$39.2M1.36%
13ISHARES INC CORE MSCI EMKT46434G103786,448$38.8M1.34%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A93,253$31.8M1.10%
15JOHNSON & JOHNSON COMJNJ181,521$30.0M1.04%
16MIDCAP SPDR TR UNIT SER 1MDY54,909$26.3M0.91%
17CHEVRON CORP COMCVX158,693$25.0M0.87%
18APPLE COMPUTER INC COMAAPL126,908$24.6M0.85%
19ISHARES S&P SMALL CAP 600464287804242,603$24.2M0.84%
20MERCK & CO INC NEW COMMRK206,030$23.8M0.82%
21ISHARES RUSSELL 2000 VALUE464287630167,936$23.6M0.82%
22ISHARES TR CORE MSCI EAFE46432F842349,368$23.6M0.82%
23ISHARES RUSSELL 2000 INDEX464287655116,628$21.8M0.76%
24MICROSOFT CORP COMMSFT63,680$21.7M0.75%
25PEPSICO INC COMPEP116,486$21.6M0.75%
26HONEYWELL INTL INC COM438516106103,282$21.4M0.74%
27ISHARES TR RUSSELL 100046428762285,564$20.9M0.72%
28INVESCO QQQ TR SER 1IVZ55,899$20.6M0.72%
29NIKE INC CL BNKE182,601$20.2M0.70%
30BROADCOM INCAVGO22,741$19.7M0.68%
31UNITEDHEALTH GROUP INC COMUNH39,587$19.0M0.66%
32THERMO FISHER SCIENTIFIC INCCOMTMO35,400$18.5M0.64%
33VANGUARD INDEX FDS S&P 500 ETF SHS92290836344,862$18.3M0.63%
34TJX COS INC872540109214,960$18.2M0.63%
35META PLATFORMS INC CL AMETA63,247$18.1M0.63%
36VANGUARD INDEX FDS MID CAP ETF92290862982,414$18.1M0.63%
37EATON CORP PLC SHSETN88,982$17.9M0.62%
38ABBOTT LABS COMABLZF162,924$17.8M0.62%
39MCDONALDS CORP COMMCD58,979$17.6M0.61%
40ALPHABET INC CL AGOOG135,894$16.3M0.56%
41ELEVANCE HEALTH INCELV35,566$15.8M0.55%
42TESLA MTRS INC COMTSLA58,804$15.4M0.53%
43NORFOLK SOUTHERN CORP COM65584410865,651$14.9M0.52%
44PROCTER & GAMBLE CO COM74271810996,944$14.7M0.51%
45LINDE PLC SHSLIN38,582$14.7M0.51%
46ISHARES RUSSELL MIDCAP INDEX464287499197,130$14.4M0.50%
47SHERWIN WILLIAMS CO COMSHW53,672$14.3M0.49%
48DISNEY WALT CO COM DISNEY254687106158,718$14.2M0.49%
49COSTCO WHSL CORP NEW COM22160K10525,901$13.9M0.48%
50PHILIP MORRIS INTL INC COM718172109130,163$12.7M0.44%
51CHIPOTLE MEXICAN GRILL INC COMCMG5,937$12.7M0.44%
52DANAHER CORP DEL COM23585110252,868$12.7M0.44%
53VANGUARD INDEX FDS LARGE CAP ETF92290863761,706$12.5M0.43%
54BERKSHIRE HATHAWAY INC DEL CL ABRK-A24$12.4M0.43%
55RAYTHEON TECHNOLOGIES CORP COMRTX125,956$12.3M0.43%
56VANGUARD INDEX FDS SMALL CP ETF92290875161,655$12.3M0.43%
57VANGUARD INTERM CORP92206C870144,517$11.4M0.40%
58ADOBE SYS INC COMADBE23,293$11.4M0.39%
59UNITED RENTALS INC COMURI25,454$11.3M0.39%
60ACCENTURE PLC IRELAND SHS CLASS AACN36,527$11.3M0.39%
61SPDR TR S&P 500SPY24,959$11.1M0.38%
62SPDR SERIES TRUST S&P BIOTECH78464A870131,705$11.0M0.38%
63GOLDMAN SACHS GROUP INC COMGSCE32,214$10.4M0.36%
64MONDELEZ INTL INC CL A609207105141,274$10.3M0.36%
65EOG RES INC COMEOG89,947$10.3M0.36%
66SUN CMNTYS INC COM86667410478,810$10.3M0.36%
67MARSH & MCLENNAN COS INC COM57174810254,654$10.3M0.36%
68MONOLITHIC PWR SYS INC COM60983910518,361$9.9M0.34%
69ASML HOLDING N V N Y REGISTRY SHSASMLF13,514$9.8M0.34%
70HOME DEPOT INC COMHD31,123$9.7M0.34%
71BLACKSTONE INC COMBX102,162$9.5M0.33%
72FORTIVE CORP COMFTV126,161$9.4M0.33%
73DIAMONDS TR UNIT SER 178467X10927,377$9.4M0.33%
74SALESFORCE COM INC COMCRM44,552$9.4M0.33%
75ISHARES RUSSELL 2000 GROWTH46428764837,350$9.1M0.31%
76I SHARES MSCI EAFE IDEX FUND464287465124,290$9.0M0.31%
77BERKSHIRE HATHAWAY INC DEL CL ABRK-A17$8.8M0.31%
78COPART INC COMCPRT96,220$8.8M0.30%
79BUILDERS FIRSTSOURCE INC COMBLDR64,270$8.7M0.30%
80PFIZER INC COMPFE237,885$8.7M0.30%
81CATERPILLAR INC DEL COMCAT34,631$8.5M0.30%
82S&P GLOBAL INCSPGI21,166$8.5M0.29%
83ABBVIE INC COMABBV62,171$8.4M0.29%
84VALERO ENERGY CORP NEW COMVLO69,829$8.2M0.28%
85EXXON MOBIL CORP COMXOM76,192$8.2M0.28%
86TEXAS INSTRS INC COM88250810444,294$8.0M0.28%
87ISHARES TR RUSSELL 300046428768931,321$8.0M0.28%
88ORACLE CORP COMORCL-PD66,643$7.9M0.28%
89VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775144,478$7.9M0.27%
90SCHWAB STRATEGIC TR US MID-CAP ETF808524508106,034$7.5M0.26%
91CISCO SYS INC COMCSCO144,939$7.5M0.26%
92IQVIA HLDGS INC COMIQV33,190$7.5M0.26%
93SERVICENOW INC COMNOW13,258$7.5M0.26%
94COMCAST CORPCCZ172,871$7.2M0.25%
95AMERICAN TOWER CORP03027X10036,373$7.1M0.24%
96OLD DOMINION FGHT LINES INC COMODFL18,699$6.9M0.24%
97VANGUARD DIVIDEND APPRECIATION ETF92190884442,402$6.9M0.24%
98ADVANCED MICRO DEVICES INC COMAMD60,008$6.8M0.24%
99BLACKROCK INC COMBLK9,838$6.8M0.24%
100O REILLY AUTOMOTIVE INC NEW COM67103H1077,112$6.8M0.24%
101WEST PHARMACEUTICAL SVSC INCCOM95530610517,561$6.7M0.23%
102WAL MART STORES INC COMWMT42,478$6.7M0.23%
103AMAZON COM INC COMAMZN50,652$6.6M0.23%
104NOVO-NORDISK A S ADRNONOF40,113$6.5M0.23%
105AIRBNB INC COM CL AABNB50,586$6.5M0.22%
106ISHARES RUSSEL 1000 VALUE46428759840,588$6.4M0.22%
107MONGODB INC CL AMDB15,237$6.3M0.22%
108MIDCAP SPDR TR UNIT SER 1MDY12,981$6.2M0.22%
109INTUIT COMINTU13,506$6.2M0.21%
110ISHARES MSCI EMERGING MKTS464287234152,682$6.0M0.21%
111RBC BEARINGS INC COMRBC27,579$6.0M0.21%
112VANGUARD INDEX FDS REIT ETF92290855371,339$6.0M0.21%
113SIMPSON MANUFACTURING CO INCCOM82907310542,681$5.9M0.20%
114GRACO INC COMGGG68,321$5.9M0.20%
115BOEING CO COMBA-PA27,706$5.9M0.20%
116LOWES COS INC COM54866110725,873$5.8M0.20%
117COCA COLA CO COMKO96,300$5.8M0.20%
118SCHWAB STRATEGIC TR US SML CAP ETF808524607130,599$5.7M0.20%
119AMERICAN EXPRESS CO COMAXP31,252$5.4M0.19%
120AES CORP COMAES256,588$5.3M0.18%
121SPDR SER TR S&P DIVID ETF78464A76343,294$5.3M0.18%
122PEPSICO INC COMPEP27,886$5.2M0.18%
123INTEL CORP COMINTC152,475$5.1M0.18%
124ALPHABET INC CL CGOOG41,830$5.1M0.18%
125RLI CORP COMRLI36,913$5.0M0.17%
126ISHARES S&P NATIONAL MUNIS AMT-FREE46428841447,141$5.0M0.17%
127EAGLE MATERIALS INC26969P10826,600$5.0M0.17%
128VERIZON COMMUNICATIONS COMVZ133,116$4.9M0.17%
129STARBUCKS CORP COMSBUX49,927$4.9M0.17%
130FAIR ISAAC CORP COMFICO6,089$4.9M0.17%
131EQT CORP COMEQT119,179$4.9M0.17%
132EAST-WEST BANCORP INCEWBC91,015$4.8M0.17%
133TELEDYNE TECHNOLOGIES INC COMTDY11,635$4.8M0.17%
134STERIS PLC SHS USDSTE21,165$4.8M0.17%
135MOTOROLA SOLUTIONS INC COM NEWMSI15,770$4.6M0.16%
136TRUIST FINL CORP COM89832Q109149,687$4.5M0.16%
137HENRY JACK & ASSOC INC COM42628110127,015$4.5M0.16%
138BRISTOL MYERS SQUIBB CO COMCELG-RI69,575$4.4M0.15%
139CVS CORP COMCVS63,745$4.4M0.15%
140LAUDER ESTEE COS INC CL A51843910422,316$4.4M0.15%
141JOHNSON & JOHNSON COMJNJ26,273$4.3M0.15%
142CME GROUP INC COMCME23,382$4.3M0.15%
1433M COMMM42,334$4.2M0.15%
144ISHARES TR RUSSELL 100046428762216,976$4.1M0.14%
145AMERICAN WTR WKS CO INC NEW COM03042010328,948$4.1M0.14%
146DEERE & CO COMDE10,135$4.1M0.14%
147EXXON MOBIL CORP COMXOM38,157$4.1M0.14%
148TOPBUILD CORP COMBLD15,213$4.0M0.14%
149INVITATION HOMES INC COMINVH116,475$4.0M0.14%
150JP MORGAN CHASE & CO COMVYLD26,461$3.8M0.13%
151BROWN & BROWN INC COMBRO55,508$3.8M0.13%
152ISHARES INC CORE MSCI EMKT46434G10377,351$3.8M0.13%
153INTERNATIONAL BUSINESS MACHSCOMINTR28,263$3.8M0.13%
154KINDER MORGAN INC DEL COMEP-PC218,528$3.8M0.13%
155OLLIES BARGAIN OUTLT HLDGS ICOM68111610964,026$3.7M0.13%
156BOOT BARN HLDGS INC COMBOOT43,655$3.7M0.13%
157ISHARES TR S&P 100 ETF46428710117,850$3.7M0.13%
158ALTRIA GROUP INCMO81,498$3.7M0.13%
159CURTISS WRIGHT CORP COMCW20,080$3.7M0.13%
160VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277567,356$3.7M0.13%
161AMPHENOL CORP NEW CL A03209510142,980$3.7M0.13%
162GILEAD SCIENCES INC COMGILD46,788$3.6M0.13%
163UNION PAC CORP COMUNP17,495$3.6M0.12%
164ILLINOIS TOOL WKS INC COM45230810914,236$3.6M0.12%
165AMGEN INC COMAMGN15,570$3.5M0.12%
166GRAPHIC PACKAGING HLDG CO COMGPK143,617$3.4M0.12%
167WD-40 CO COMWDFC17,959$3.4M0.12%
168MCKESSON CORP COMMCK7,705$3.3M0.11%
169SPDR SERIES TRUST INTR TRM CORP BD78464A375102,181$3.3M0.11%
170ALEXANDRIA REAL ESTATE EQ INCOM01527110928,553$3.2M0.11%
171LILLY ELI & CO COMLLY6,904$3.2M0.11%
172SIMON PPTY GROUP INC NEW COM82880610927,831$3.2M0.11%
173FACTSET RESH SYS INC COM3030751058,015$3.2M0.11%
174GENERAL ELECTRIC CO COM NEW36960430128,499$3.1M0.11%
175CIVITAS RESOURCES INC COM NEW17888H10345,099$3.1M0.11%
176BJS WHSL CLUB HLDGS INC COM05550J10149,626$3.1M0.11%
177SPDR GOLD TRUST GOLD SHSGLD17,325$3.1M0.11%
178AMN HEALTHCARE SVCS INC COM00174410126,658$2.9M0.10%
179ISHARES RUSSELL 2000 INDEX46428765515,498$2.9M0.10%
180ISHARES NON-US STOCKS46428824058,127$2.9M0.10%
181BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A8,346$2.8M0.10%
182CASEYS GEN STORES INC COM14752810311,523$2.8M0.10%
183PROCTER & GAMBLE CO COM74271810918,460$2.8M0.10%
184TERADYNE INC COMTER24,984$2.8M0.10%
185CHEVRON CORP COMCVX17,566$2.8M0.10%
186OTTER TAIL CORP COMOTTR34,943$2.8M0.10%
187EMERSON ELEC CO COMEMR30,355$2.7M0.10%
188INTERPUBLIC GROUP COS INC COMINTR70,748$2.7M0.09%
189TRAVELERS COMPANIES, INC COMTRV15,619$2.7M0.09%
190TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910026,647$2.7M0.09%
191HOULIHAN LOKEY INC CL AHLI27,036$2.7M0.09%
192POOL CORP COMPOOL7,043$2.6M0.09%
193ISHARES RUSSELL MIDCAP VALUE46428747323,824$2.6M0.09%
194STRYKER CORP COMSYK8,495$2.6M0.09%
195HYATT HOTELS CORP COM CL AH22,573$2.6M0.09%
196INVESCO VARIABLE RATE PFDIVZ115,547$2.6M0.09%
197VISA INC COM CL AV10,768$2.6M0.09%
198AMERICAN ELEC PWR INC COM02553710129,870$2.5M0.09%
199ISHARES TR KLD SOCIAL INDEX46428880226,659$2.5M0.09%
200ISHARES S&P MIDCAP 400 VALUE46428770523,257$2.5M0.09%
201ALPHABET INC CL AGOOG20,780$2.5M0.09%
202NEXTERA ENERGY INC COMNEE-PW33,174$2.5M0.09%
203FOX FACTORY HLDG CORP COMFOXF22,019$2.4M0.08%
204ISHARES S&P MIDCAP 400 INDEX4642875079,129$2.4M0.08%
205EMERSON ELEC CO COMEMR26,185$2.4M0.08%
206HOME DEPOT INC COMHD7,612$2.4M0.08%
207PIMCO ETF TR ENHAN SHRT MAT72201R83322,753$2.3M0.08%
208FORTINET INC COMFTNT29,885$2.3M0.08%
209BANK OF AMERICA CORPORATION COM06050510478,420$2.2M0.08%
210VANGUARD INDEX FDS GROWTH ETF9229087367,921$2.2M0.08%
211QUALCOMM INC COMQCOM18,771$2.2M0.08%
212APPLIED MATLS INC COM03822210515,396$2.2M0.08%
213DOMINOS PIZZA INC COMDPZ6,602$2.2M0.08%
214CISCO SYS INC COMCSCO42,984$2.2M0.08%
215WINGSTOP INC COMWING11,093$2.2M0.08%
216ISHARES GOLD TR ISHARES NEWIAU60,483$2.2M0.08%
217YUM BRANDS INC COMYUM15,838$2.2M0.08%
218MONDELEZ INTL INC CL A60920710529,817$2.2M0.08%
219NIKE INC CL BNKE19,663$2.2M0.08%
220PROGRESS SOFTWARE CORP COM74331210037,350$2.2M0.08%
221GENTEX CORPGNTX73,976$2.2M0.08%
222BIOGEN IDEC INCBIIB7,546$2.1M0.07%
223BOWLERO CORP CL A COMLUCK184,156$2.1M0.07%
224NOVARTIS A G SPONSORED ADRNVSEF21,186$2.1M0.07%
225BANCORP INC DEL COMTBBK64,990$2.1M0.07%
226DIAGEO P L C SPON ADR NEWDGEAF12,149$2.1M0.07%
227MERCK & CO INC NEW COMMRK18,176$2.1M0.07%
228PORTLAND GEN ELEC CO COM NEW73650884744,565$2.1M0.07%
229UNITED PARCEL SERVICE INC CL BUPS11,562$2.1M0.07%
230INMODE LTD SHSINMD55,467$2.1M0.07%
231BECTON DICKINSON & CO COMBDX7,831$2.1M0.07%
232INTEL CORP COMINTC61,471$2.1M0.07%
233MOODYS CORP COMMCO5,870$2.0M0.07%
234GENERAL MLS INC COM37033410426,346$2.0M0.07%
235UNITEDHEALTH GROUP INC COMUNH4,169$2.0M0.07%
236COSTCO WHSL CORP NEW COM22160K1053,712$2.0M0.07%
237SPS COMM INC COMSPSC10,365$2.0M0.07%
238COLGATE PALMOLIVE CO COMCL25,446$2.0M0.07%
239CARRIER GLOBAL CORPORATION COMCARR39,000$1.9M0.07%
240VANGUARD SHRT-TERM CORP92206C40925,581$1.9M0.07%
241ACCENTURE PLC IRELAND SHS CLASS AACN6,261$1.9M0.07%
242AUTOMATIC DATA PROCESSING INCOMADP8,734$1.9M0.07%
243ISHARES RUSSELL 1000 GROWTH4642876146,932$1.9M0.07%
244SPROTT INC COM NEWSII58,480$1.9M0.07%
245ISHARES TR LEHMAN AGGREGATE BONDS46428722619,217$1.9M0.07%
246ISHARES S&P 500 INDEX4642872004,209$1.9M0.07%
247NUSHARES ETF TR NUVEEN ESG MIDCPNU47,189$1.8M0.06%
248BRISTOL MYERS SQUIBB CO COMCELG-RI28,491$1.8M0.06%
249GUIDEWIRE SOFTWARE INC COMGWRE23,751$1.8M0.06%
250PROLOGIS INC COMPLDGP14,157$1.7M0.06%
251AVANTOR INC COMAVTR84,457$1.7M0.06%
252NVIDIA CORP COMNVDA4,081$1.7M0.06%
253MCDONALDS CORP COMMCD5,778$1.7M0.06%
254WESTERN ASSET INTER MUNI FD COM958435109223,364$1.7M0.06%
255CHECK POINT SOFTWARE TECH LTORDM2246510413,513$1.7M0.06%
256ABBOTT LABS COMABLZF15,216$1.7M0.06%
257GALLAGHER ARTHUR J & CO COM3635761097,524$1.7M0.06%
258APTIV PLC SHSAPTV16,176$1.7M0.06%
259SCHWAB STRATEGIC TR US LRG CAP ETF80852420131,461$1.6M0.06%
260VEEVA SYS INC CL A COMVEEV8,331$1.6M0.06%
261SECTOR SPDR TR TECHNOLOGY81369Y8039,448$1.6M0.06%
262VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640615,449$1.6M0.06%
263HF SINCLAIR CORP COMDINO36,592$1.6M0.06%
264INTUITIVE SURGICAL INC COM NEWISRG4,751$1.6M0.06%
265VANGUARD BD INDEX FD INC SHORT TRM BOND92193782721,206$1.6M0.06%
266RPM INTL INC COM74968510317,811$1.6M0.06%
267INVESCO TAXABLE MUNICIPAL BDIVZ60,162$1.6M0.06%
268DATADOG INC CL A COMDDOG15,991$1.6M0.05%
269MASTERCARD INC CL AMA3,996$1.6M0.05%
270VANGUARD MUN BD FDS TAX EXEMPT BD92290774630,989$1.6M0.05%
271PALO ALTO NETWORKS INC COMPANW6,050$1.5M0.05%
272UNILEVER PLC SPON ADR NEWUNLYF29,631$1.5M0.05%
273EATON CORP PLC SHSETN7,608$1.5M0.05%
274AIR PRODS & CHEMS INC COMAIIR5,089$1.5M0.05%
275VANGUARD INDEX FDS STK MRK ETF9229087696,887$1.5M0.05%
276INVESCO QQQ TR SER 1IVZ4,085$1.5M0.05%
277SPDR SER TR BBG CONV SEC ETF78464A35921,200$1.5M0.05%
278SMUCKER J M CO COM NEW83269640510,000$1.5M0.05%
279OTIS WORLDWIDE CORP COMOTIS16,464$1.5M0.05%
280VANGUARD FTSE DEVELOPED MARKETS92194385831,078$1.4M0.05%
281RENAISSANCERE HOLDINGS LTD COMRNR-PG7,644$1.4M0.05%
282LOWES COS INC COM5486611076,169$1.4M0.05%
283MCKESSON CORP COMMCK3,240$1.4M0.05%
284DISNEY WALT CO COM DISNEY25468710615,406$1.4M0.05%
285THERMO FISHER SCIENTIFIC INCCOMTMO2,586$1.3M0.05%
286SCHWAB CHARLES CORP NEW COMSCHW-PJ23,647$1.3M0.05%
287AT&T INC COMT-PC83,670$1.3M0.05%
288LAM RESEARCH CORP COMLRCX2,073$1.3M0.05%
289FIVE BELOW INC COMFIVE6,760$1.3M0.05%
290RAYTHEON TECHNOLOGIES CORP COMRTX13,440$1.3M0.05%
291CONOCOPHILLIPSCOP12,540$1.3M0.05%
292MICROCHIP TECHNOLOGY INC COMMCHPP14,330$1.3M0.04%
293CITIGROUP INC COM NEWC-PR27,262$1.3M0.04%
294LOCKHEED MARTIN CORP COMLMT2,718$1.3M0.04%
295BOEING CO COMBA-PA5,896$1.2M0.04%
296INTUITIVE SURGICAL INC COM NEWISRG3,618$1.2M0.04%
297KIMBERLY CLARK CORP COMKMB8,931$1.2M0.04%
298KLA-TENCOR CORP COMKLAC2,504$1.2M0.04%
299CHUBB LTDCB6,303$1.2M0.04%
300PFIZER INC COMPFE32,992$1.2M0.04%
301HONEYWELL INTL INC COM4385161065,812$1.2M0.04%
302HERSHEY CO COMHSY4,828$1.2M0.04%
303ABBVIE INC COMABBV8,905$1.2M0.04%
304VANGUARD INDEX FDS REIT ETF92290855314,184$1.2M0.04%
305ISHARES S&P SMCAP 600 VALUE46428787912,430$1.2M0.04%
306NORFOLK SOUTHERN CORP COM6558441085,201$1.2M0.04%
307THE CIGNA GROUP COM1255231004,187$1.2M0.04%
308MARATHON PETE CORP COMMARA10,000$1.2M0.04%
309NUSHARES ETF TR NUVEEN ESG SMLCPNU31,425$1.2M0.04%
310TJX COS INC87254010913,662$1.2M0.04%
311BOSTON PROPERTIES INC COMBXP19,922$1.1M0.04%
312CANADIAN NATL RY CO COM1363751029,377$1.1M0.04%
313TRAVELERS COMPANIES, INC COMTRV6,442$1.1M0.04%
314INVESCO EXCHANGE TRADED FD TS&P500 EQL WGTIVZ7,475$1.1M0.04%
315ISHARES SHORT-TERM CORPORATEBOND ETF46428864622,126$1.1M0.04%
316AMERICAN EXPRESS CO COMAXP6,369$1.1M0.04%
317GENERAL ELECTRIC CO COM NEW36960430110,053$1.1M0.04%
318NORTHROP GRUMMAN CORP COMNOC2,397$1.1M0.04%
319PNC FINL SVCS GROUP INC COM6934751058,642$1.1M0.04%
320ISHARES RUSSELL MIDCAP INDEX46428749914,677$1.1M0.04%
321DANAHER CORP DEL COM2358511024,441$1.1M0.04%
322DOLLAR GEN CORP NEW COM2566771056,269$1.1M0.04%
323BLACKROCK INC COMBLK1,522$1.1M0.04%
324WASTE MGMT INC DEL COM94106L1095,908$1.0M0.04%
325ISHARES RUSSELL 2000 VALUE4642876307,275$1.0M0.04%
326AMERICA MOVIL SAB DE CVAMXOF47,039$1.0M0.04%
327PHILIP MORRIS INTL INC COM71817210910,333$1.0M0.03%
328TARGET CORP COMTGT7,607$1.0M0.03%
329VANGUARD INDEX FDS MCAP VL IDXVIP9229085127,233$1.0M0.03%
330AUTOMATIC DATA PROCESSING INCOMADP4,544$998,7250.03%
331SPDR SERIES TRUST BARC CAPTL ETF78464A47433,777$994,0490.03%
332ISHARES GLOBAL INTERMEDIATE CREDIT INDEX46428863819,429$982,3210.03%
333VANECK VECTORS MORNINGSTAR WIDE92189F64312,295$981,0180.03%
334DOW INC COMDOW18,408$980,1940.03%
335VANGUARD EMERGING MARKET EQUITY ETF92204285824,045$978,1440.03%
336WORLD GOLD TR SPDR GLD MINISGLDW25,500$971,2950.03%
337SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4075,716$970,6260.03%
338MEDTRONIC PLC SHSMDT10,934$963,2800.03%
339WELLS FARGO & CO NEW COM94974610122,567$963,1460.03%
340UNIVERSAL HLTH SVCS INC CL B9139031005,950$938,7310.03%
341ISHARES S&P SMALL CAP 6004642878049,330$929,7290.03%
342ELEVANCE HEALTH INCELV2,080$924,0920.03%
343SHELL PLC SPON ADSRYDAF15,096$911,4920.03%
344ISHARES RUSSELL 1000 GROWTH4642876143,294$906,4090.03%
345AMERICAN WTR WKS CO INC NEW COM0304201036,333$904,0330.03%
346HESS CORP COMHESM6,623$900,3880.03%
347VANGUARD INDEX FDS EXTEND MKT ETF9229086525,913$880,0210.03%
348VERIZON COMMUNICATIONS COMVZ23,187$862,0840.03%
349INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEVIVZ9,600$858,7200.03%
350GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC10,494$852,5170.03%
351ISHARES TR CORE HIGH DV ETF46429B6638,367$843,3060.03%
352ISHARES SILVER TRUST ISHARESSLV39,550$825,8040.03%
353SYNCHRONY FINANCIAL COMSYF-PB24,172$819,6590.03%
354ACTIVISION BLIZZARD INC COM00507V1099,445$796,2000.03%
355MARATHON PETE CORP COMMARA6,825$795,7940.03%
356VANGUARD WORLD FDS HEALTH CAR ETF92204A5043,226$789,7870.03%
357BLACKSTONE INC COMBX8,491$789,4030.03%
358TRANSDIGM GROUP INC COMTDG880$786,8580.03%
359ORACLE CORP COMORCL-PD6,586$784,3240.03%
360COCA COLA CO COMKO12,831$772,6790.03%
361T ROWE PRICE GROUP INCTROW6,866$769,1240.03%
362AMGEN INC COMAMGN3,433$762,1940.03%
363ISHARES TR CORE MSCI EAFE46432F84211,243$758,8990.03%
364COMCAST CORPCCZ17,592$730,7640.03%
365GENUINE PARTS CO COMGPC4,308$729,0230.03%
366ASTRAZENECA PLC SPONSORED ADRAZN10,177$728,2610.03%
367ISHARES DJ SELECT DIVD INDEX4642871686,415$726,8160.03%
368VANGUARD INDEX FDS MID CAP ETF9229086293,200$704,5120.02%
369VANGUARD WORLD FD ESG US STK ETF9219107338,985$703,9740.02%
370PAYPAL HLDGS INC COMPYPL10,532$702,6840.02%
371PIMCO ETF TR ENHAN SHRT MAT72201R8336,948$693,1300.02%
372SONY CORP SPONSORED ADRSNEJF7,688$692,2210.02%
373MERCADOLIBRE INC COMMELI583$690,6200.02%
374NXP SEMICONDUCTORS N V COMNXPI3,360$687,7200.02%
375ISHARES NATIONAL 0-5 YR MUNIS4642881586,605$687,1840.02%
376VANGUARD SHRT-TERM CORP92206C4099,069$686,0690.02%
377ISHARES MSCI EMERGING MKTS46428723417,341$686,0090.02%
378NUSHARES ETF TR NUVEEN ESG INTLNU23,548$681,7110.02%
379TOTAL S A SPONSORED ADRTTE11,738$676,4510.02%
380CADENCE DESIGN SYSTEMS INCCDNS2,873$673,7620.02%
381ATMOS ENERGY CORP COMATO5,780$672,4310.02%
382SEMPRA ENERGY COMSREA4,595$668,9810.02%
383UNION PAC CORP COMUNP3,261$667,2600.02%
384SHERWIN WILLIAMS CO COMSHW2,482$658,9880.02%
385PAYCHEX INC COMPAYX5,876$657,3390.02%
386WISDOMTREE TR US TOTAL DIVIDNDWT10,467$649,8960.02%
387TARGET CORP COMTGT4,917$648,5480.02%
388META PLATFORMS INC CL AMETA2,258$647,9700.02%
389PACCAR INC COMPCAR7,733$646,8630.02%
390SPDR SER TR S&P DIVID ETF78464A7635,271$646,1160.02%
391ISHARES MSCI EAFE VALUE INDX46428887713,158$643,8200.02%
392SPROTT PHYSICAL GOLD TR UNITSII42,033$627,1310.02%
393ISHARES S&P 500/BARRA VALUE4642874083,873$624,2880.02%
394AON PLC SHS CL AAON1,808$624,1180.02%
395BP AMOCO P L C SPONSORED ADRBPPFF17,457$616,0490.02%
396SEAGEN INC COMSE3,123$601,0520.02%
397BCE INC COM NEWBCPPF12,847$585,6920.02%
398BAXTER INTL INC COM07181310912,686$577,9690.02%
399AMETEK INC NEW COMAME3,538$572,7290.02%
400DUPONT DE NEMOURS INC COMDD7,976$569,8010.02%
401ARISTA NETWORKS INC COMANET3,485$564,7780.02%
402HDFC BANK LTD SPONSORED ADSHDB8,090$563,8720.02%
403CORTEVA INC COMCTVA9,813$562,1530.02%
404BHP BILLITON LTD SPONSORED ADRBHPLF9,234$550,9880.02%
405HUBBELL INC COMHUBB1,646$545,7310.02%
406ISHARES S&P MIDCAP400 GROWTH4642876067,234$542,5500.02%
407ISHARES NON-US STOCKS46428824010,999$541,3700.02%
408GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF17,845$533,3790.02%
409SECTOR SPDR TR TECHNOLOGY81369Y8032,993$520,3600.02%
410GOLDMAN SACHS GROUP INC COMGSCE1,593$513,7860.02%
411CORTEVA INC COMCTVA8,903$510,0490.02%
412GLOBAL X FDS LITHIUM BTRY ETF37954Y8557,839$509,6910.02%
413I SHARES MSCI EAFE IDEX FUND4642874656,946$503,5840.02%
414L3HARRIS TECHNOLOGIES INC COMLHX2,566$502,3390.02%
415PHILLIPS 66 COMPSX5,253$501,0260.02%
416TE CONNECTIVITY LTD SHSTEL3,567$499,9440.02%
417HILTON WORLDWIDE HLDGS INC COMHLT3,431$499,3720.02%
418ISHARES MSCI EAFE VALUE INDX46428887710,109$494,6330.02%
419ISHARES TR MSCI USA MIN VOL46429B6976,577$488,8670.02%
420ALLSTATE CORP COMALL-PJ4,399$479,6660.02%
421EQUINIX INC COMEQIX603$472,7100.02%
422EOG RES INC COMEOG4,080$466,9100.02%
423CVS CORP COMCVS6,628$458,1800.02%
424P T TELEKOMUNIKASI INDONESIASPONSORED ADR71568410617,022$453,8060.02%
425VALERO ENERGY CORP NEW COMVLO3,863$453,1250.02%
426ANALOG DEVICES INC COMADI2,310$450,0060.02%
427S&P GLOBAL INCSPGI1,122$449,7940.02%
428DOW INC COMDOW8,432$448,9990.02%
429DUKE ENERGY CORP NEW COM NEWDUKB4,980$446,9010.02%
430SPDR SERIES TRUST BARC CAPTL ETF78464A47415,166$446,3340.02%
431DOMINION RES INC VA NEW COMD8,604$445,5940.02%
432ISHR US HEALTHCARE4642877621,575$441,3910.02%
433INTERCONTINENTAL EXCHANGE INCOM45866F1043,883$439,0870.02%
434HERITAGE COMM CORP COMHTBK52,791$437,1090.02%
435ISHARES TR MSCI KLD400 SOC4642885705,184$436,3360.02%
436VANGUARD INDEX FDS MCAP GR IDXVIP9229085382,116$435,4070.02%
437VANGUARD MALVERN FDS STRM INFPROIDX9220208059,080$430,4820.01%
438BLACKROCK ENH CAP & INC FD ICOMBLK23,265$430,4000.01%
439BROADCOM INCAVGO494$428,5020.01%
440ISHARES NATIONAL 0-5 YR MUNIS4642881584,111$427,7040.01%
441ISHARES S&P SMCAP 600 GROWTH4642878873,702$425,4690.01%
442SCHWAB STRATEGIC TR US DIVIDEND EQ8085247975,800$421,1920.01%
443LINDE PLC SHSLIN1,104$420,6970.01%
444DUPONT DE NEMOURS INC COMDD5,884$420,3320.01%
445WISDOMTREE TR US LARGECAP DIVDWT6,580$418,4880.01%
446FORTIVE CORP COMFTV5,537$413,9950.01%
447ZIMMER HLDGS INC COMZBH2,823$411,0260.01%
448PROLOGIS INC COMPLDGP3,338$409,3360.01%
449ISHARE BIOTECH4642875563,221$408,9330.01%
450ISHARES MIN VOL GBL ETF4642865254,150$406,9070.01%
451KIMBERLY CLARK CORP COMKMB2,929$404,3770.01%
452AFLAC INC COMAFL5,763$402,1910.01%
453CROWN CASTLE INC COMCCI3,523$401,4040.01%
454INVESTORS TITLE CO COMITIC2,730$398,5800.01%
455ECOLAB INC COMECL2,123$396,3400.01%
456ISHARES DJ EUR/.PAC DIV46428844815,031$395,6090.01%
457ISHARES US CONSUMER4642875805,520$392,8020.01%
458NOVARTIS A G SPONSORED ADRNVSEF3,870$390,5200.01%
459CANADIAN PACIFIC KANSAS CITYCOMCP4,771$385,3500.01%
460WEWORK INC CL A96209A1041,539,642$384,9100.01%
461US BANCORP DEL COM NEWUSB-PS11,643$384,6810.01%
462LILLY ELI & CO COMLLY819$384,0810.01%
463VANGUARD WORLD FDS ENERGY ETF92204A3063,380$381,5670.01%
464GODADDY INC CL AGDDY5,062$380,3070.01%
465FIRST TR MLP & ENERGY INCOM COM33739B10449,271$379,8790.01%
466FISERV INC COMFISV3,007$379,3300.01%
467WELLS FARGO CO NEW PERP PFD CNV A949746804323$372,0960.01%
468SELECT SECTOR SPDR TR FINANCIALS81369Y60510,956$369,2140.01%
469COLGATE PALMOLIVE CO COMCL4,782$368,4040.01%
470BROOKFIELD CORP11271J10710,800$363,3120.01%
471DIMENSIONAL ETF TRUST US CORE EQUITY 225434V70813,338$361,9920.01%
472WABTEC COM9297401083,299$361,7970.01%
473INTUIT COMINTU784$359,2170.01%
474LAUDER ESTEE COS INC CL A5184391041,824$358,1900.01%
475INVESCO WATER RESOURCES ETFIVZ6,350$358,0130.01%
476SPDR SER TR PORTFOLIO S&P60078468R8539,205$357,5210.01%
477AUTODESK INC COMADSK1,745$357,0370.01%
478WAL MART STORES INC COMWMT2,247$353,1780.01%
479INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ7,000$353,1500.01%
480CHUNGHWA TELECOM CO LTD SPON ADR NEW11CHT9,451$352,4170.01%
481ISHARES TR CORE S&P TTL STK4642871503,594$351,6360.01%
482CATERPILLAR INC DEL COMCAT1,418$348,8970.01%
483ALCON AG ORD SHSALC4,230$347,3040.01%
484TRANE TECHNOLOGIES PLC SHSTT1,805$345,2210.01%
485SELECT SECTOR SPDR TR COMMUNICATION81369Y8525,301$344,9880.01%
486NUVEEN CA DIVIDEND ADV MUN FCOM SHSNU31,544$344,4580.01%
487ZOETIS INC CL AZTS1,986$342,0000.01%
488DARDEN RESTAURANTS INC COMDRI2,040$340,8400.01%
489SELECT SECTOR SPDR TR SBI INT-INDS81369Y7043,161$339,2340.01%
490STARBUCKS CORP COMSBUX3,417$338,4850.01%
491MARSH & MCLENNAN COS INC COM5717481021,798$338,1640.01%
492BIOGEN IDEC INCBIIB1,185$337,5310.01%
493AT&T INC COMT-PC20,939$333,9720.01%
494BANK NEW YORK MELLON CORP COM0640581007,484$333,1870.01%
495SPDR NUVEEN MUNI-TFI78468R7217,187$331,6790.01%
496ISHARES TR 3 7 YR TREAS BD4642886612,855$329,0610.01%
497VERISK ANALYTICS INC COMVRSK1,452$328,1850.01%
498ISHARES TR INTRM GOV CR ETF4642886123,153$324,4430.01%
499ALTRIA GROUP INCMO7,150$323,8220.01%
500AMERICAN TOWER CORP03027X1001,658$321,5460.01%