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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

EP Wealth Advisors, LLC

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001398344-23-014787

Total Value
$6.94B
Positions
687
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736289,675$917.0M13.31%
2VANGUARD INDEX FDS92290874467,993$374.8M5.44%
3ISHARES U S ETF TR46431W5075,695$348.5M5.06%
4APPLE INCAAPL1,535,521$321.4M4.67%
5MICROSOFT CORPMSFT50,000$204.8M2.97%
6ISHARES TR46428864666,461$144.0M2.09%
7SPDR S&P 500 ETF TRSPY9,298$142.6M2.07%
8AMAZON COM INCAMZN805,947$127.9M1.86%
9VANGUARD WHITEHALL FDS9219468101,875,304$122.3M1.78%
10ALPHABET INCGOOG5,000$100.9M1.46%
11BROADCOM INCAVGO138,208$92.6M1.34%
12NEXTERA ENERGY INCNEE-PW5,784$91.1M1.32%
13JPMORGAN CHASE & COVYLD300,000$90.5M1.31%
14VANGUARD INTL EQUITY INDEX F92204285838,288$81.7M1.19%
15COSTCO WHSL CORP NEW22160K10520,654$79.3M1.15%
16VANGUARD INDEX FDS922908538112,185$76.8M1.11%
17VISA INCV72,465$74.3M1.08%
18JOHNSON & JOHNSONJNJ5,871$72.5M1.05%
19EXXON MOBIL CORPXOM7,459$72.3M1.05%
20VANGUARD INDEX FDS9229085129,159$69.2M1.01%
21HCA HEALTHCARE INCHCA34,725$63.1M0.92%
22ISHARES TR46429B26718,127$60.8M0.88%
23HONEYWELL INTL INC438516106117,680$59.9M0.87%
24META PLATFORMS INCMETA447$59.9M0.87%
25DIMENSIONAL ETF TRUST25434V8153,769$58.2M0.84%
26STARBUCKS CORPSBUX10,000$57.9M0.84%
27CISCO SYS INCCSCO16,580$55.7M0.81%
28PEPSICO INCPEP1,818$55.2M0.80%
29DIMENSIONAL ETF TRUST25434V6091,083,013$54.4M0.79%
30STRYKER CORPORATIONSYK9,826$54.1M0.78%
31BLACKROCK INCBLK18,456$53.5M0.78%
32KEYSIGHT TECHNOLOGIES INCKEYS2,211$50.7M0.74%
33GENERAL MTRS CO37045V100206,100$48.6M0.70%
34AMERICAN TOWER CORP NEW03027X100225,508$47.4M0.69%
35DISNEY WALT CO254687106480,753$46.6M0.68%
36FMC CORPFMC39,673$45.9M0.67%
37RAYTHEON TECHNOLOGIES CORPRTX12,548$45.8M0.67%
38VANGUARD INDEX FDS92290859521,738$44.5M0.65%
39SELECT SECTOR SPDR TR81369Y2091,248$43.2M0.63%
40ISHARES TR4642872004,972$40.1M0.58%
41ISHARES TR464287226317,507$38.7M0.56%
42S&P GLOBAL INCSPGI65,471$38.5M0.56%
43VALERO ENERGY CORPVLO189,641$37.5M0.54%
44DIMENSIONAL ETF TRUST25434V8075,326$37.1M0.54%
45UNION PAC CORPUNP40,534$37.0M0.54%
46CVS HEALTH CORPCVS108,039$36.5M0.53%
47GLOBAL PMTS INC37940X1026,564$36.5M0.53%
48SEMPRASREA286,397$34.7M0.50%
49SELECT SECTOR SPDR TR81369Y30825,283$34.2M0.50%
50SOUTHERN COSOMN192,000$34.1M0.49%
51BRISTOL-MYERS SQUIBB COCELG-RI72,897$33.4M0.48%
52ZOETIS INCZTS1,072$33.2M0.48%
53J P MORGAN EXCHANGE TRADED F46641Q27412,811$33.2M0.48%
54NVIDIA CORPORATIONNVDA4,552$32.5M0.47%
55ALLSTATE CORPALL-PJ275,535$32.3M0.47%
56INVESCO QQQ TRIVZ1,090$31.7M0.46%
57VANGUARD TAX-MANAGED FDS9219438581,737$31.1M0.45%
58SELECT SECTOR SPDR TR81369Y8032,379$30.4M0.44%
59DIMENSIONAL ETF TRUST25434V70811,424$29.6M0.43%
60ISHARES TR46428761418,670$28.5M0.41%
61TIDAL ETF TR8863648505,858$28.2M0.41%
62ISHARES TR4642884147,597$27.9M0.41%
63SPDR SER TR78468R6635,050$24.1M0.35%
64ISHARES TR46435G516140,839$23.9M0.35%
65HOME DEPOT INCHD3,680$23.2M0.34%
66UNITEDHEALTH GROUP INCUNH7,944$23.0M0.33%
67VANGUARD MUN BD FDS92290774622,542$22.5M0.33%
68VANGUARD INDEX FDS9229087696,975$22.2M0.32%
69ALPHABET INCGOOG16,535$22.2M0.32%
70MERCK & CO INCMRK20,682$20.8M0.30%
71VANGUARD INDEX FDS92290875134,927$19.9M0.29%
72DIMENSIONAL ETF TRUST25434V6661,017,187$19.5M0.28%
73VANGUARD SPECIALIZED FUNDS92190884419,597$18.9M0.27%
74NEXTERA ENERGY PARTNERS LPNEE-PW19,260$18.6M0.27%
75VANGUARD INDEX FDS9229083632,494$18.4M0.27%
76VANGUARD BD INDEX FDS92193781942,685$17.6M0.26%
77ISHARES TR46428750717,241$17.1M0.25%
78SCHWAB STRATEGIC TR8085247979,968$16.9M0.25%
79VANGUARD WHITEHALL FDS921946885200,000$16.8M0.24%
80CHEVRON CORP NEWCVX20,076$16.5M0.24%
81MCDONALDS CORPMCD12,228$16.4M0.24%
82ISHARES TR464287432170,773$15.6M0.23%
83LOWES COS INC5486611074,163$14.9M0.22%
84ISHARES TR46428759819,069$14.3M0.21%
85FIDELITY COVINGTON TRUST3160928322,773$13.5M0.20%
86ISHARES TR4642883561,866$13.1M0.19%
87PFIZER INCPFE3,250$13.0M0.19%
88SELECT SECTOR SPDR TR81369Y4071,772$12.7M0.18%
89ABBVIE INCABBV5,850$12.2M0.18%
90LILLY ELI & COLLY6,479$12.2M0.18%
91ISHARES TR46435G2431,111$12.1M0.18%
92DIMENSIONAL ETF TRUST25434V500221,086$11.9M0.17%
93BANK AMERICA CORP060505104160,691$11.8M0.17%
94TESLA INCTSLA102,529$11.8M0.17%
95PROCTER AND GAMBLE CO7427181095,249$11.2M0.16%
96ISHARES TR4642874654,243$10.8M0.16%
97ISHARES TR46428780439,382$10.7M0.16%
98SKYWEST INCSKYW4,839$10.5M0.15%
99AMERICAN CENTY ETF TR0250728772,300,000$10.3M0.15%
100INVESCO EXCH TRADED FD TR IIIVZ448,800$10.3M0.15%
101SPDR S&P MIDCAP 400 ETF TRMDY6,791$10.0M0.14%
102ISHARES TR4642888104,209$9.7M0.14%
103ISHARES TR46434VAX81,866$9.6M0.14%
104VANGUARD INDEX FDS922908652182,117$9.5M0.14%
105VANGUARD BD INDEX FDS921937835525,613$9.4M0.14%
106DIMENSIONAL ETF TRUST25434V72438,594$9.3M0.14%
107THERMO FISHER SCIENTIFIC INCTMO1,448$9.2M0.13%
108SELECT SECTOR SPDR TR81369Y60515,000$9.0M0.13%
109ISHARES TR4642874818,467$9.0M0.13%
110NORTHROP GRUMMAN CORPNOC11,093$8.9M0.13%
111MCKESSON CORPMCK32,084$8.8M0.13%
112SPDR SER TR78468R523102,750$8.6M0.12%
113SELECT SECTOR SPDR TR81369Y8529,377$8.5M0.12%
114ISHARES TR4642873094,466$8.4M0.12%
115TEXAS INSTRS INC8825081044,932$8.3M0.12%
116CINTAS CORPCTAS8,491$8.2M0.12%
117QUALCOMM INCQCOM2,885$8.0M0.12%
118ACCENTURE PLC IRELANDACN10,000$8.0M0.12%
119ISHARES TR464287630412,909$7.8M0.11%
120BOEING COBA-PA39,965$7.8M0.11%
121SPDR DOW JONES INDL AVERAGE78467X10920,699$7.6M0.11%
122LOCKHEED MARTIN CORPLMT13,525$7.4M0.11%
123SPDR GOLD TRGLD7,348$7.2M0.10%
124WALMART INCWMT5,539,353$6.9M0.10%
125SELECT SECTOR SPDR TR81369Y50629,715$6.7M0.10%
126MASTERCARD INCORPORATEDMA16,002$6.7M0.10%
127MAGELLAN MIDSTREAM PRTNRS LP5590801067,376$6.7M0.10%
128ISHARES TR46434VBG42,419,305$6.6M0.10%
129ISHARES TR46429B69730,432$6.3M0.09%
130GENUINE PARTS COGPC12,200$6.2M0.09%
131SCHWAB STRATEGIC TR8085243003,145$6.1M0.09%
132ABBOTT LABSABLZF1,745$6.0M0.09%
133VANGUARD WORLD FDS92204A5043,179,153$6.0M0.09%
134APPLIED MATLS INC03822210535,788$5.9M0.09%
135ISHARES TR4642874087,241$5.9M0.09%
136ISHARES TR464288158979$5.9M0.09%
137ISHARES TR46428764810,000$5.8M0.08%
138SALESFORCE INCCRM1,045,426$5.7M0.08%
139ORACLE CORPORCL-PD19,620$5.6M0.08%
140GRAINGER W W INC3848021042,295$5.6M0.08%
141DANAHER CORPORATION23585110224,126$5.5M0.08%
142ISHARES TR464287655114,745$5.5M0.08%
143ISHARES TR46435U66322,378$5.4M0.08%
144COCA COLA COKO2,937$5.3M0.08%
145ROCKWELL AUTOMATION INCROK11,431$5.3M0.08%
146VANGUARD INDEX FDS922908611431,432$5.2M0.08%
147ISHARES TR46435U18455,549$5.2M0.08%
148TRANSDIGM GROUP INCTDG44,831$5.2M0.07%
149ISHARES TR46434V621274,751$5.1M0.07%
150INTUITIVE SURGICAL INCISRG65,053$5.1M0.07%
151TRIMBLE INCTRMB104,309$5.0M0.07%
152ADVANCED MICRO DEVICES INCAMD39,929$4.9M0.07%
153J P MORGAN EXCHANGE TRADED F46641Q837100,305$4.8M0.07%
154VANGUARD WELLINGTON FD921935805437,100$4.7M0.07%
155HERSHEY COHSY23,536$4.6M0.07%
156AMGEN INCAMGN19,968$4.6M0.07%
157BECTON DICKINSON & COBDX817,325$4.6M0.07%
158SCHWAB STRATEGIC TR8085242016,181$4.6M0.07%
159SPDR SER TR78464A7636,819$4.5M0.07%
160ISHARES TR46432F842555,898$4.5M0.07%
161VANGUARD INDEX FDS92290862995,907$4.5M0.07%
162SCHWAB STRATEGIC TR8085248054,278$4.5M0.06%
163ISHARES TR46434VBD11,986$4.4M0.06%
164INVESCO EXCHANGE TRADED FD TIVZ27,906$4.4M0.06%
165WELLS FARGO CO NEW94974610110,834$4.3M0.06%
166ISHARES TR46428760613,676$4.2M0.06%
167ADOBE SYSTEMS INCORPORATEDADBE13,811$4.1M0.06%
168NUSHARES ETF TRNU1,176$4.1M0.06%
169VANECK ETF TRUST92189F676282,144$4.1M0.06%
170VANGUARD SCOTTSDALE FDS92206C409331,249$4.0M0.06%
171NETFLIX INCNFLX6,467$4.0M0.06%
172ISHARES TR464287689645,270$4.0M0.06%
173VERIZON COMMUNICATIONS INCVZ60,521$4.0M0.06%
174ISHARES TR46428723414,089$3.9M0.06%
175ISHARES TR4642876229,687$3.8M0.06%
176ISHARES TR46428787936,700$3.8M0.05%
177KLA CORPKLAC14,638$3.8M0.05%
178SELECT SECTOR SPDR TR81369Y70422,161$3.8M0.05%
179UNITED PARCEL SERVICE INCUPS25,163$3.7M0.05%
180VANGUARD INDEX FDS922908637994$3.7M0.05%
181GENERAL DYNAMICS CORPGD35,158$3.6M0.05%
182SELECT SECTOR SPDR TR81369Y886112,716$3.6M0.05%
183ISHARES TR464287473113,859$3.6M0.05%
184EDWARDS LIFESCIENCES CORPEW26,500$3.6M0.05%
185TJX COS INC NEW87254010948,409$3.5M0.05%
186VANGUARD WORLD FDS92204A70213,159$3.5M0.05%
187AT&T INCT-PC5,383$3.4M0.05%
188AMERICAN EXPRESS COAXP18,215$3.4M0.05%
189WISDOMTREE TRWT53,052$3.4M0.05%
190NIKE INCNKE5,200$3.4M0.05%
191ISHARES TR46435U51576,203$3.3M0.05%
192AMERICAN CENTY ETF TR025072604109,392$3.3M0.05%
193ISHARES INC46434G1035,050$3.3M0.05%
194INTEL CORPINTC120,080$3.3M0.05%
195PAYCHEX INCPAYX10,262$3.2M0.05%
196DOVER CORPDOV16,214$3.2M0.05%
197COLGATE PALMOLIVE COCL7,775$3.2M0.05%
198INTERNATIONAL BUSINESS MACHSINTR98,025$3.2M0.05%
199ISHARES TR4642876633,645$3.1M0.05%
200SOFI TECHNOLOGIES INCSOFI223,205$3.1M0.05%
201NOVO-NORDISK A SNONOF8,442$3.1M0.05%
202INVESCO EXCHANGE TRADED FD TIVZ12,200$3.1M0.05%
203STEEL DYNAMICS INCSTLD94,649$3.0M0.04%
204EATON CORP PLCETN39,101$3.0M0.04%
205ISHARES TR46428825725,067$3.0M0.04%
206SCHWAB STRATEGIC TR80852440937,000$3.0M0.04%
207INVESCO EXCH TRD SLF IDX FDIVZ151,871$2.9M0.04%
208OVINTIV INCOVV2,225$2.8M0.04%
209ENTERPRISE PRODS PARTNERS L2937921073,375$2.8M0.04%
210AUTOMATIC DATA PROCESSING INADP7,553$2.7M0.04%
211ISHARES TR46432F38864,875$2.7M0.04%
212GILEAD SCIENCES INCGILD40,550$2.7M0.04%
213ISHARES TR464287176953$2.7M0.04%
214SCHWAB STRATEGIC TR8085247067,631$2.5M0.04%
215GOLUB CAP BDC INC38173M1028,498$2.5M0.04%
216UNITED BANKSHARES INC WEST VUNTCW20,255$2.5M0.04%
217DIREXION SHS ETF TR25459W10226,917$2.4M0.04%
218PIMCO ETF TR72201R77520,446$2.4M0.04%
219WISDOMTREE TRWT311,494$2.4M0.03%
220ISHARES TR46435GAA0915$2.4M0.03%
221US BANCORP DELUSB-PS1,470,425$2.4M0.03%
222CONOCOPHILLIPSCOP2,005$2.3M0.03%
223SCHWAB STRATEGIC TR80852460715,910$2.3M0.03%
224FIDELITY COVINGTON TRUST31609284033,428$2.2M0.03%
225ISHARES TR46428876026,488$2.2M0.03%
226VANGUARD WHITEHALL FDS92194640653,357$2.1M0.03%
227VANECK ETF TRUST92189F106822,549$2.1M0.03%
228SPDR SER TR78464A6981,714$2.1M0.03%
229INVESCO EXCHANGE TRADED FD TIVZ5,683$2.1M0.03%
230FIRST AMERN FINL CORP31847R1024,974$2.1M0.03%
231BERKSHIRE HATHAWAY INC DELBRK-A2$2.1M0.03%
232INVESCO EXCH TRADED FD TR IIIVZ175,384$2.1M0.03%
233GAMING & LEISURE PPTYS INC36467J1086,685$2.1M0.03%
234CATERPILLAR INCCAT5,759$2.1M0.03%
235ISHARES TR46428784654,954$2.1M0.03%
236LAM RESEARCH CORPLRCX210,837$2.1M0.03%
237VANGUARD INTL EQUITY INDEX F9220427423,219$2.0M0.03%
238COMCAST CORP NEWCCZ190,664$2.0M0.03%
239MARATHON PETE CORPMARA2,421$2.0M0.03%
240FIDELITY COVINGTON TRUST3160925011,773$2.0M0.03%
241GENERAL ELECTRIC CO3696043012,602,638$2.0M0.03%
242PHILIP MORRIS INTL INC718172109436,892$1.9M0.03%
243FIRST TR EXCHANGE-TRADED FD33733E30254,886$1.9M0.03%
244FORD MTR CO DEL34537086036,812$1.9M0.03%
245VANGUARD INDEX FDS92290855319,292$1.9M0.03%
246IDEXX LABS INC45168D1043,869$1.9M0.03%
247VERTEX PHARMACEUTICALS INCVRTX9,291$1.9M0.03%
248VANGUARD WORLD FD92191084011,170$1.8M0.03%
249INTUITINTU15,398$1.8M0.03%
250KIMBERLY-CLARK CORPKMB66,983$1.8M0.03%
251SPDR SER TR78468R8538,910$1.8M0.03%
252ISHARES TR464287499602,861$1.8M0.03%
253ISHARES TR4642885709,387$1.8M0.03%
254YUM BRANDS INCYUM10,276$1.8M0.03%
255DUKE ENERGY CORP NEWDUKB6,954$1.8M0.03%
256SPDR SER TR78464A8708,954$1.8M0.03%
257CSX CORPCSX10,010$1.8M0.03%
258ISHARES GOLD TRIAU41,405$1.8M0.03%
259ISHARES TR46429B663393,281$1.8M0.03%
260ISHARES SILVER TRSLV21,766$1.8M0.03%
261CHIPOTLE MEXICAN GRILL INCCMG22,570$1.7M0.03%
262ALTRIA GROUP INCMO30,286$1.7M0.03%
263SIMPSON MFG INC8290731056,586$1.7M0.02%
264FIDELITY COVINGTON TRUST316092204800$1.7M0.02%
265ISHARES TR46428752312,415$1.7M0.02%
266VIATRIS INCVTRS87,166$1.7M0.02%
267SELECT SECTOR SPDR TR81369Y86060$1.7M0.02%
268WORTHINGTON INDS INCWOR11,765$1.7M0.02%
269GENERAL MLS INC3703341047,927$1.7M0.02%
270ENPHASE ENERGY INCENPH10,912$1.7M0.02%
271AMERICAN CENTY ETF TR02507280268,438$1.7M0.02%
272WASTE MGMT INC DEL94106L10912,624$1.6M0.02%
273DIMENSIONAL ETF TRUST25434V4011,822,813$1.6M0.02%
274BLACKSTONE INCBX10,317$1.6M0.02%
275MEDTRONIC PLCMDT131,680$1.6M0.02%
276INVESCO EXCHANGE TRADED FD TIVZ10,110$1.6M0.02%
277FAIR ISAAC CORPFICO2,860$1.6M0.02%
278ISHARES TR46432F8344,015$1.6M0.02%
279SCHWAB CHARLES CORPSCHW-PJ24,134$1.6M0.02%
280QUANTA SVCS INC74762E1025,754$1.6M0.02%
281PALO ALTO NETWORKS INCPANW19,554$1.5M0.02%
282ISHARES TR46429B333450,000$1.5M0.02%
283ISHARES TR46428888531,000$1.5M0.02%
284BLACKROCK CR ALLOCATION INCOBLK10,000$1.4M0.02%
285INDEXIQ ETF TR45409B10712,388$1.4M0.02%
286KRAFT HEINZ COKHC25,025$1.4M0.02%
287SPDR SER TR78464A35923,579$1.4M0.02%
288ACTIVISION BLIZZARD INC00507V10932,643$1.4M0.02%
289MONDELEZ INTL INC60920710513,951$1.3M0.02%
290ISHARES TR46428767117,707$1.3M0.02%
291INVESCO EXCH TRD SLF IDX FDIVZ71,043$1.3M0.02%
292JOHNSON CTLS INTL PLCG5150210581,217$1.3M0.02%
293BARCLAYS BANK PLCVXZ45,632$1.3M0.02%
294WISDOMTREE TRWT22,825$1.3M0.02%
295ISHARES TR46428716811,274$1.3M0.02%
296EQUINIX INCEQIX315,485$1.3M0.02%
297THE CIGNA GROUP12552310016,728$1.3M0.02%
298SSGA ACTIVE ETF TR78467V84853,014$1.2M0.02%
299PROLOGIS INC.PLDGP8,495$1.2M0.02%
300SNOWFLAKE INCSNOW6,913$1.2M0.02%
301EXTRA SPACE STORAGE INCEXR54,730$1.2M0.02%
302MICROCHIP TECHNOLOGY INC.MCHPP6,683$1.2M0.02%
303AIR PRODS & CHEMS INCAIIR3,799$1.2M0.02%
304OREILLY AUTOMOTIVE INC67103H10765,369$1.2M0.02%
305SPDR SER TR78464A805212,296$1.2M0.02%
306ISHARES TR46428755675,820$1.2M0.02%
3073M COMMM6,496,246$1.1M0.02%
308NEWMONT CORPNEMCL76,089$1.1M0.02%
309FIDELITY COVINGTON TRUST316092832414,172$1.1M0.02%
310VANECK ETF TRUST92189F6431,076,000$1.1M0.02%
311PARSONS CORP DELPSN19,442$1.1M0.02%
312ISHARES TR46428715022,747$1.1M0.02%
313SCHWAB STRATEGIC TR8085245088,588$1.1M0.02%
314GOLDMAN SACHS GROUP INCGSCE18,045$1.1M0.02%
315MARRIOTT INTL INC NEW5719032029,119$1.1M0.02%
316TAIWAN SEMICONDUCTOR MFG LTD874039100165,838$1.1M0.02%
317ISHARES TR46434V87880,111$1.1M0.02%
318ISHARES TR46429B747157,047$1.1M0.02%
319ELEVANCE HEALTH INCELV8,348$1.1M0.02%
320CONSOLIDATED EDISON INCED94,246$1.1M0.02%
321ASTRAZENECA PLCAZN14,894$1.1M0.02%
322NORFOLK SOUTHN CORP6558441085,205$1.1M0.02%
323T-MOBILE US INCTMUSZ70,639$1.1M0.02%
324ISHARES TR46428880210,777$1.1M0.02%
325ISHARES TR46428756414,190$1.0M0.02%
326ISHARES TR4642882819,785$1.0M0.02%
327ASML HOLDING N VASMLF106,602$1.0M0.02%
328MORGAN STANLEYMS-PQ4,197$1.0M0.02%
329REALTY INCOME CORPO38,337$1.0M0.02%
330HUMANA INCHUM14,126$1.0M0.01%
331CROWN CASTLE INCCCI3,857$1.0M0.01%
332VANGUARD INTL EQUITY INDEX F92204287454,138$1.0M0.01%
333ISHARES TR46428772118,946$1.0M0.01%
334SPDR SER TR78468R7888,427$1.0M0.01%
335INVESCO EXCHANGE TRADED FD TIVZ10,145$1.0M0.01%
336TARGET CORPTGT4,802$1.0M0.01%
337ISHARES TR46435G4251,305$1.0M0.01%
338L3HARRIS TECHNOLOGIES INCLHX17,504$1.0M0.01%
339TORO COTORO66,522$999,1180.01%
340CHEMED CORP NEWCHE15,500$989,0890.01%
341ALBEMARLE CORPALB-PA4,529$987,2910.01%
342ILLINOIS TOOL WKS INC45230810936,908$981,4200.01%
343PARKER-HANNIFIN CORPPH34,355$975,1400.01%
344GOLDMAN SACHS ETF TRNVGLF331,444$963,1090.01%
345SHERWIN WILLIAMS COSHW34,102$950,9990.01%
346DOW INCDOW22,874$944,2240.01%
347DEERE & CODE902$944,1000.01%
348TERADYNE INCTER7,437$941,8150.01%
349CENTENE CORP DELCNC20,550$939,2710.01%
350NXP SEMICONDUCTORS N VNXPI6,026$935,1070.01%
351MICRON TECHNOLOGY INCMU46,150$932,8200.01%
352AGILENT TECHNOLOGIES INCA7,745$928,3950.01%
353CLOROX CO DELCLX42,690$927,2310.01%
354SCHWAB STRATEGIC TR808524102115,000$921,5820.01%
355ISHARES TR46435U1506,273$914,8350.01%
356INVESCO EXCHANGE TRADED FD TIVZ870$885,2200.01%
357ISHARES TR46428710110,207$866,1920.01%
358VANGUARD MALVERN FDS9220208052,501$865,4720.01%
359SOUTHWEST AIRLS CO8447411081,581$858,1980.01%
360LULULEMON ATHLETICA INCLULU1,697$856,0400.01%
361INVESCO EXCH TRD SLF IDX FDIVZ44,812$853,4080.01%
362GLACIER BANCORP INC NEWGBCI41,940$843,9590.01%
363D R HORTON INC23331A1097,165$835,7520.01%
364VANECK ETF TRUST92189F48617,155$834,6790.01%
365ISHARES INC46428652533,094$829,6920.01%
366VANGUARD INTL EQUITY INDEX F9220427752,471$826,4740.01%
367PIMCO DYNAMIC INCOME FD72201Y1011,683$813,0080.01%
368SHOPIFY INCSHOP452,481$801,8030.01%
369IRON MTN INC DEL46284V10130,994$800,0260.01%
370NOVARTIS AGNVSEF28,248$794,8350.01%
371ISHARES TR4642871195,271$783,0080.01%
372CHURCH & DWIGHT CO INCCHD1,878$777,3160.01%
373VANGUARD WORLD FDS92204A10832,087$774,6290.01%
374DECKERS OUTDOOR CORPDECK2,166$774,0770.01%
375ISHARES TR4642888771,744$761,8930.01%
376INVESCO EXCH TRADED FD TR IIIVZ2,010$761,5370.01%
377ISHARES TR46435U54917,045$761,0880.01%
378FLEXSHARES TRFLEX17,437$754,8750.01%
379INVESCO EXCHANGE TRADED FD TIVZ1,485$750,0730.01%
380VANGUARD WORLD FDS92204A30631,469$748,8990.01%
381VANGUARD WORLD FDS92204A8767,310$744,7770.01%
382INVESCO EXCH TRD SLF IDX FDIVZ39,375$739,9350.01%
383PAYPAL HLDGS INCPYPL29,932$739,5410.01%
384ISHARES TR46432F3391,039$737,1760.01%
385WOODWARD INCWWD9,376$728,2050.01%
386BROOKFIELD INFRAST PARTNERSG16252101207,986$723,9410.01%
387KINDER MORGAN INC DELEP-PC26,687$723,5870.01%
388ROSS STORES INCROST16,321$722,0660.01%
389REGENERON PHARMACEUTICALSREGN569,130$715,6100.01%
390CORNING INCGLW5,500$713,9320.01%
391ISHARES TR4642877054,027$711,7200.01%
392LUMINAR TECHNOLOGIES INCLAZRQ14,425$711,0820.01%
393ISHARES INC464286533153,855$709,5480.01%
394INVESCO EXCHANGE TRADED FD TIVZ4,802$705,8710.01%
395FASTENAL COFAST6,337$705,5200.01%
396AMETEK INCAME4,237$702,1490.01%
397SCHWAB STRATEGIC TR80852475575,000$699,5950.01%
398EOG RES INCEOG1,595$694,9460.01%
399FREEPORT-MCMORAN INCFCX11,904$694,2840.01%
400UNITED RENTALS INCURI119,351$689,6690.01%
401SHELL PLCRYDAF6,673$689,6020.01%
402PACCAR INCPCAR15,105$686,1370.01%
403FIDELITY COVINGTON TRUST31609240237,541$685,5590.01%
404BROADRIDGE FINL SOLUTIONS IN11133T1031,515$680,9050.01%
405INTERCONTINENTAL EXCHANGE IN45866F1045,491$677,6880.01%
406ISHARES TR4642878872,680$673,2210.01%
407SPDR SER TR78464A4094,397$666,6140.01%
408BCE INCBCPPF12,000$666,5710.01%
409WARNER BROS DISCOVERY INCWBD84,849$657,9360.01%
410INVESCO EXCHANGE TRADED FD TIVZ1,822$657,2170.01%
411FEDEX CORPFDX1,970$657,1020.01%
412PHILLIPS 66PSX50,237$655,1330.01%
413VANGUARD SCOTTSDALE FDS92206C847110,405$652,7070.01%
414UBER TECHNOLOGIES INCUBER58,670$652,5540.01%
415LENNAR CORPLEN-B9,008$648,1070.01%
416FIDELITY COVINGTON TRUST3160928575,078$643,4760.01%
417PRIMERICA INCPRI4,550,000$636,7870.01%
418ANALOG DEVICES INCADI7,970$631,1820.01%
419CORTEVA INCCTVA395,268$626,3670.01%
420ISHARES TR46428751515,792$626,0110.01%
421CITIGROUP INCC-PR6,779$625,6800.01%
422WORKDAY INCWDAY649,712$623,2310.01%
423SPDR SER TR78464A8623,273$622,7100.01%
424ISHARES TR46434V381839$618,4260.01%
425DIMENSIONAL ETF TRUST25434V20329,773$612,3890.01%
426TORONTO DOMINION BK ONTTORO11,480$610,3420.01%
427ISHARES TR464288273257,194$610,1910.01%
428INVESCO EXCHANGE TRADED FD TIVZ11,628$603,7980.01%
429RESMED INCRSMDF106,648$603,1150.01%
430SELECT SECTOR SPDR TR81369Y10021,748$595,5460.01%
431DELTA AIR LINES INC DELDAL6,847$595,4390.01%
432AMERICAN ELEC PWR CO INC0255371011,024$591,8160.01%
433HP INCHPQ19,192$590,8920.01%
434SYSCO CORPSYY4,947$587,4820.01%
435DUPONT DE NEMOURS INCDD1,696$585,7710.01%
436PUBLIC STORAGEPSA-PS400,000$581,0810.01%
437ARES MANAGEMENT CORPORATIONARES-PB8,500$578,6100.01%
438EAST WEST BANCORP INCEWBC4,835$576,5200.01%
439DIMENSIONAL ETF TRUST25434V7329,750$574,6320.01%
440TRAVELERS COMPANIES INCTRV298,048$572,6820.01%
441VANGUARD BD INDEX FDS92193782717,948$572,6700.01%
442FIDELITY COVINGTON TRUST3160928085,795$571,6210.01%
443DISCOVER FINL SVCS254709108431,240$571,2210.01%
444SPDR INDEX SHS FDS78463X50926,827$567,0960.01%
445EDISON INTL28102010713,863$556,4720.01%
446VANGUARD STAR FDS921909768443,696$556,0410.01%
447AMPHENOL CORP NEW0320951015,534$554,4830.01%
448ECOLAB INCECL9,690$552,0420.01%
449ISHARES TR46428776213,055$551,5370.01%
450UNILEVER PLCUNLYF10,869$551,3210.01%
451SCHWAB STRATEGIC TR80852476326,577$547,2280.01%
452PRUDENTIAL FINL INCPUKPF1,044$546,9060.01%
453QUEST DIAGNOSTICS INCDGX4,200$538,1360.01%
454J P MORGAN EXCHANGE TRADED F46641Q65460,408$535,6240.01%
455SAREPTA THERAPEUTICS INCSRPT19,327$530,2280.01%
456CUMMINS INCCMI4,655$528,8100.01%
457ISHARES TR46435G26826,474$526,2530.01%
458SERVICENOW INCNOW4,508$520,9460.01%
459ISHARES TR4642875491,059$518,4000.01%
460EMERSON ELEC COEMR9,865$507,2690.01%
461ARCHER DANIELS MIDLAND COADM2,007$504,3030.01%
462BJS WHSL CLUB HLDGS INC05550J10118,634$504,2690.01%
463BOOKING HOLDINGS INCBKNG185,009$503,4500.01%
464CADENCE DESIGN SYSTEM INCCDNS2,077$502,7620.01%
465BENTLEY SYS INCBSY8,055$498,9700.01%
466THE TRADE DESK INC88339J1051,544$498,1460.01%
467DIGITAL RLTY TR INC2538681033,332$496,8280.01%
468GSK PLCGLAXF6,612$493,8170.01%
469AMERIPRISE FINL INC03076C1061,433$491,0220.01%
470DIAGEO PLCDGEAF11,311$481,4280.01%
471CHUBB LIMITEDCB2,027$480,0860.01%
472TYSON FOODS INCTSN82,146$479,0730.01%
473PURE STORAGE INC74624M1023,840$478,6600.01%
474VANGUARD SCOTTSDALE FDS92206C10233,716$477,2800.01%
475SJW GROUPHTO8,879$475,3820.01%
476CHARTER COMMUNICATIONS INC N16119P1081,252$471,7030.01%
477RPM INTL INC7496851035,321$470,6340.01%
478BOSTON SCIENTIFIC CORPBSX18,339$470,1670.01%
479ISHARES TR46435G31842,855$469,0670.01%
480SPDR SER TR78464A8216,021$464,2130.01%
481AMERICAN AIRLS GROUP INC02376R10221,981$464,1620.01%
482OMNICOM GROUP INCOMC289,951$464,0470.01%
483VERISK ANALYTICS INCVRSK24,211$462,2430.01%
484WP CAREY INC92936U109614,659$454,1000.01%
485VANGUARD SCOTTSDALE FDS92206C8701,290$453,9980.01%
486ULTA BEAUTY INCULTA51,995$453,1830.01%
487GRACO INCGGG39,500$452,9690.01%
488WESCO INTL INC95082P10513,000$451,4100.01%
489GE HEALTHCARE TECHNOLOGIES IGEHC43,009$450,0550.01%
490ROYCE MICRO-CAP TR INCRMT133,198$447,4760.01%
491CARRIER GLOBAL CORPORATIONCARR7,586$444,6200.01%
492ISHARES TR464287325291,292$444,1050.01%
493ENBRIDGE INCENNPF6,611$443,7940.01%
494XCEL ENERGY INCXELLL889$442,1690.01%
495CROWDSTRIKE HLDGS INCCRWD42,814$439,4350.01%
496CDW CORPCDW2,194$437,6680.01%
497MARTIN MARIETTA MATLS INC57328410617,967$437,2200.01%
498MARVELL TECHNOLOGY INCMRVL50,000$434,5020.01%
499ALIBABA GROUP HLDG LTDBBAAY5,264$432,8990.01%
500APPLOVIN CORPAPP13,305$431,0550.01%