Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2023 · Filed November 24, 2023 · Accession 0001398344-23-021089

Total Value
$6.45B
Positions
752
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087362,833,826$771.7M12.08%
2VANGUARD INDEX FDS9229087442,392,839$330.0M5.17%
3APPLE INCAAPL1,692,472$289.8M4.54%
4MICROSOFT CORPMSFT617,913$195.1M3.05%
5SPDR S&P 500 ETF TRSPY340,310$145.5M2.28%
6VANGUARD WHITEHALL FDS9219468101,985,341$141.6M2.22%
7ISHARES TR4642886462,641,531$131.6M2.06%
8AMAZON COM INCAMZN976,449$124.1M1.94%
9ALPHABET INCGOOG835,947$109.4M1.71%
10ISHARES TR46429B2674,706,219$103.7M1.62%
11VANGUARD INTL EQUITY INDEX F9220428582,420,155$94.9M1.49%
12JPMORGAN CHASE & COVYLD624,712$90.6M1.42%
13COSTCO WHSL CORP NEW22160K105149,306$84.4M1.32%
14BROADCOM INCAVGO98,915$82.2M1.29%
15EXXON MOBIL CORPXOM692,799$81.5M1.27%
16VANGUARD INDEX FDS922908538405,392$79.0M1.24%
17SELECT SECTOR SPDR TR81369Y803461,546$75.7M1.18%
18VANGUARD INDEX FDS922908512557,365$73.0M1.14%
19JOHNSON & JOHNSONJNJ452,831$70.5M1.10%
20NEXTERA ENERGY INCNEE-PW1,216,907$69.7M1.09%
21ISHARES TR464287226733,887$69.0M1.08%
22DIMENSIONAL ETF TRUST25434V8152,421,763$61.4M0.96%
23CISCO SYS INCCSCO1,092,113$58.7M0.92%
24META PLATFORMS INCMETA185,003$55.5M0.87%
25DIMENSIONAL ETF TRUST25434V6091,205,333$55.1M0.86%
26HONEYWELL INTL INC438516106296,373$54.8M0.86%
27STARBUCKS CORPSBUX582,111$53.1M0.83%
28PEPSICO INCPEP305,026$51.7M0.81%
29HCA HEALTHCARE INCHCA208,965$51.4M0.80%
30BLACKROCK INCBLK79,272$51.2M0.80%
31STRYKER CORPORATIONSYK179,584$49.1M0.77%
32VISA INCV210,412$48.4M0.76%
33VANGUARD INDEX FDS922908595221,077$47.4M0.74%
34VALERO ENERGY CORPVLO318,039$45.1M0.71%
35DISNEY WALT CO254687106554,811$45.0M0.70%
36SELECT SECTOR SPDR TR81369Y209349,243$45.0M0.70%
37DIMENSIONAL ETF TRUST25434V8071,375,992$44.9M0.70%
38AMERICAN TOWER CORP NEW03027X100266,534$43.8M0.69%
39GENERAL MTRS CO37045V1001,274,574$42.0M0.66%
40KEYSIGHT TECHNOLOGIES INCKEYS314,720$41.6M0.65%
41CVS HEALTH CORPCVS563,907$39.4M0.62%
42VANGUARD BD INDEX FDS921937819539,938$39.0M0.61%
43UNION PAC CORPUNP185,366$37.7M0.59%
44J P MORGAN EXCHANGE TRADED F46641Q274810,559$36.8M0.58%
45DIMENSIONAL ETF TRUST25434V6661,444,772$35.8M0.56%
46S&P GLOBAL INCSPGI97,292$35.6M0.56%
47SELECT SECTOR SPDR TR81369Y100449,060$35.3M0.55%
48ZOETIS INCZTS198,880$34.6M0.54%
49ALLSTATE CORPALL-PJ309,120$34.4M0.54%
50ISHARES TR46428720080,138$34.4M0.54%
51RTX CORPORATIONRTX475,865$34.2M0.54%
52SEMPRASREA501,835$34.1M0.53%
53SPDR SER TR78468R663366,038$33.6M0.53%
54NVIDIA CORPORATIONNVDA76,757$33.4M0.52%
55SOUTHERN COSOMN503,103$32.6M0.51%
56SELECT SECTOR SPDR TR81369Y308473,032$32.5M0.51%
57BRISTOL-MYERS SQUIBB COCELG-RI551,180$32.0M0.50%
58INVESCO QQQ TRIVZ85,888$30.8M0.48%
59VANGUARD TAX-MANAGED FDS921943858686,302$30.0M0.47%
60ISHARES TR464288414278,930$28.6M0.45%
61TIDAL ETF TR8863648501,059,990$27.3M0.43%
62ISHARES TR46428761499,727$26.5M0.42%
63DIMENSIONAL ETF TRUST25434V708985,378$25.8M0.40%
64ISHARES TR46435G516370,036$25.6M0.40%
65GLOBAL PMTS INC37940X102216,552$25.0M0.39%
66ALPHABET INCGOOG187,611$24.7M0.39%
67VANGUARD INDEX FDS922908769114,422$24.3M0.38%
68ISHARES TR464288356434,833$23.8M0.37%
69VANGUARD MUN BD FDS922907746492,552$23.7M0.37%
70VANGUARD WHITEHALL FDS921946885399,503$23.6M0.37%
71UNITEDHEALTH GROUP INCUNH43,809$22.1M0.35%
72HOME DEPOT INCHD72,978$22.1M0.35%
73MERCK & CO INCMRK187,888$19.3M0.30%
74VANGUARD INDEX FDS92290875199,523$18.8M0.29%
75VANGUARD INDEX FDS92290836345,567$17.9M0.28%
76VANGUARD SPECIALIZED FUNDS921908844109,691$17.0M0.27%
77CHEVRON CORP NEWCVX100,694$17.0M0.27%
78SCHWAB STRATEGIC TR808524797236,012$16.7M0.26%
79ISHARES TR46428750756,701$14.1M0.22%
80MCDONALDS CORPMCD53,487$14.1M0.22%
81ELI LILLY & COLLY26,152$14.0M0.22%
82J P MORGAN EXCHANGE TRADED F46654Q815291,185$14.0M0.22%
83SPDR S&P MIDCAP 400 ETF TRMDY30,158$13.8M0.22%
84LOWES COS INC54866110765,886$13.7M0.21%
85FIDELITY COVINGTON TRUST316092832342,319$13.6M0.21%
86SELECT SECTOR SPDR TR81369Y40784,481$13.6M0.21%
87ABBVIE INCABBV87,338$13.0M0.20%
88INVESCO EXCH TRADED FD TR IIIVZ574,712$12.7M0.20%
89TESLA INCTSLA50,333$12.6M0.20%
90ISHARES TR46428759882,642$12.5M0.20%
91ISHARES TR464287432139,040$12.3M0.19%
92PFIZER INCPFE362,126$12.0M0.19%
93BANK AMERICA CORP060505104410,130$11.2M0.18%
94PROCTER AND GAMBLE CO74271810976,249$11.1M0.17%
95DIMENSIONAL ETF TRUST25434V500206,224$10.8M0.17%
96SKYWEST INCSKYW256,631$10.8M0.17%
97ISHARES TR464287465153,659$10.6M0.17%
98AMERICAN CENTY ETF TR025072877131,513$10.3M0.16%
99ISHARES TR464287804104,167$9.8M0.15%
100SELECT SECTOR SPDR TR81369Y605293,812$9.7M0.15%
101ISHARES TR46435G243409,653$9.7M0.15%
102VANGUARD BD INDEX FDS921937835138,902$9.7M0.15%
103ISHARES TR46434VAX8377,188$9.6M0.15%
104NEXTERA ENERGY PARTNERS LPNEE-PW319,287$9.5M0.15%
105SPDR SER TR78468R52390,486$9.0M0.14%
106DIMENSIONAL ETF TRUST25434V724262,918$8.9M0.14%
107MCKESSON CORPMCK20,559$8.9M0.14%
108VANGUARD INDEX FDS92290865262,109$8.9M0.14%
109THERMO FISHER SCIENTIFIC INCTMO17,526$8.9M0.14%
110DIMENSIONAL ETF TRUST25434V880385,011$8.7M0.14%
111SELECT SECTOR SPDR TR81369Y852129,443$8.5M0.13%
112NORTHROP GRUMMAN CORPNOC19,031$8.4M0.13%
113ISHARES U S ETF TR46431W507167,433$8.4M0.13%
114SELECT SECTOR SPDR TR81369Y50691,923$8.3M0.13%
115ISHARES TR46428748190,810$8.3M0.13%
116BOEING COBA-PA43,092$8.3M0.13%
117QUALCOMM INCQCOM73,525$8.2M0.13%
118ACCENTURE PLC IRELANDACN26,524$8.1M0.13%
119ISHARES TR464288810165,208$8.0M0.13%
120ISHARES TR464287309117,107$8.0M0.13%
121CINTAS CORPCTAS15,637$7.5M0.12%
122ISHARES TR46428763053,637$7.3M0.11%
123TEXAS INSTRS INC88250810445,628$7.3M0.11%
124SPDR DOW JONES INDL AVERAGE78467X10921,126$7.1M0.11%
125ISHARES TR46428765539,249$6.9M0.11%
126WALMART INCWMT43,140$6.9M0.11%
127SPDR GOLD TRGLD40,139$6.9M0.11%
128ISHARES TR46434VBG4268,366$6.6M0.10%
129AMGEN INCAMGN23,912$6.4M0.10%
130MASTERCARD INCORPORATEDMA16,162$6.4M0.10%
131ISHARES TR46428740839,302$6.0M0.09%
132APPLIED MATLS INC03822210541,738$5.8M0.09%
133ABBOTT LABSABLZF59,558$5.8M0.09%
134WELLS FARGO CO NEW949746101140,095$5.7M0.09%
135DANAHER CORPORATION23585110222,728$5.6M0.09%
136VANGUARD WORLD FDS92204A50423,729$5.6M0.09%
137ORACLE CORPORCL-PD51,510$5.5M0.09%
138SCHWAB STRATEGIC TR80852430073,849$5.4M0.08%
139ISHARES TR46428815851,639$5.3M0.08%
140ISHARES TR46435U663156,795$5.3M0.08%
141ISHARES TR46429B69772,056$5.2M0.08%
142ISHARES TR46435U184224,073$5.2M0.08%
143ISHARES TR46428764822,930$5.1M0.08%
144TRIMBLE INCTRMB94,313$5.1M0.08%
145TRANSDIGM GROUP INCTDG5,949$5.0M0.08%
146ROCKWELL AUTOMATION INCROK17,508$5.0M0.08%
147COCA COLA COKO89,288$5.0M0.08%
148LOCKHEED MARTIN CORPLMT12,104$5.0M0.08%
149GENUINE PARTS COGPC33,846$4.9M0.08%
150GRAINGER W W INC3848021046,984$4.8M0.08%
151J P MORGAN EXCHANGE TRADED F46641Q65494,120$4.7M0.07%
152VANGUARD WELLINGTON FD92193580546,162$4.6M0.07%
153ABRDN ETFS003261104215,791$4.6M0.07%
154BECTON DICKINSON & COBDX17,571$4.5M0.07%
155VANGUARD INDEX FDS92290861128,373$4.5M0.07%
156ONEOK INC NEWOKE70,913$4.5M0.07%
157SPDR SER TR78464A76338,981$4.5M0.07%
158ISHARES TR46434V62188,951$4.4M0.07%
159ADOBE INCADBE8,627$4.4M0.07%
160TJX COS INC NEW87254010949,332$4.4M0.07%
161ISHARES TR46434VBD1179,318$4.4M0.07%
162ADVANCED MICRO DEVICES INCAMD42,297$4.3M0.07%
163INTUITIVE SURGICAL INCISRG14,874$4.3M0.07%
164SCHWAB STRATEGIC TR80852420185,279$4.3M0.07%
165VANGUARD INDEX FDS92290862920,543$4.3M0.07%
166J P MORGAN EXCHANGE TRADED F46641Q83784,976$4.3M0.07%
167SCHWAB STRATEGIC TR808524805124,754$4.2M0.07%
168SELECT SECTOR SPDR TR81369Y70440,322$4.1M0.06%
169NOVO-NORDISK A SNONOF44,846$4.1M0.06%
170INVESCO EXCHANGE TRADED FD TIVZ28,744$4.1M0.06%
171SALESFORCE INCCRM19,968$4.0M0.06%
172ISHARES TR46428760655,288$4.0M0.06%
173VANGUARD WORLD FDS92204A7029,442$3.9M0.06%
174NUSHARES ETF TRNU115,110$3.9M0.06%
175VANECK ETF TRUST92189F67626,427$3.8M0.06%
176ISHARES TR46428762216,119$3.8M0.06%
177ISHARES TR46432F84258,620$3.8M0.06%
178ISHARES TR46428768915,307$3.8M0.06%
179INTERNATIONAL BUSINESS MACHSINTR26,646$3.7M0.06%
180ISHARES TR46428723497,667$3.7M0.06%
181EATON CORP PLCETN17,286$3.7M0.06%
182ISHARES TR46428747334,896$3.6M0.06%
183GILEAD SCIENCES INCGILD47,110$3.5M0.06%
184VERIZON COMMUNICATIONS INCVZ106,856$3.5M0.05%
185KLA CORPKLAC7,529$3.5M0.05%
186ISHARES TR46428787938,141$3.4M0.05%
187PAYCHEX INCPAYX29,169$3.4M0.05%
188INTEL CORPINTC93,261$3.3M0.05%
189SELECT SECTOR SPDR TR81369Y88655,864$3.3M0.05%
190ISHARES TR46435U515136,448$3.3M0.05%
191WISDOMTREE TRWT53,019$3.3M0.05%
192AMERICAN CENTY ETF TR02507260461,633$3.3M0.05%
193VANGUARD SCOTTSDALE FDS92206C40942,079$3.2M0.05%
194ISHARES INC46434G10365,899$3.1M0.05%
195ENTERPRISE PRODS PARTNERS L293792107112,488$3.1M0.05%
196AUTOMATIC DATA PROCESSING INADP12,793$3.1M0.05%
197NETFLIX INCNFLX8,084$3.1M0.05%
198NIKE INCNKE31,666$3.0M0.05%
199DOVER CORPDOV21,595$3.0M0.05%
200SOFI TECHNOLOGIES INCSOFI375,514$3.0M0.05%
201INVESCO EXCHANGE TRADED FD TIVZ38,630$3.0M0.05%
202AMERICAN EXPRESS COAXP19,905$3.0M0.05%
203COLGATE PALMOLIVE COCL41,289$2.9M0.05%
204ISHARES TR46428825731,678$2.9M0.05%
205STEEL DYNAMICS INCSTLD27,029$2.9M0.05%
206DIREXION SHS ETF TR25459W458153,576$2.9M0.05%
207UNITED PARCEL SERVICE INCUPS18,529$2.9M0.05%
208ISHARES TR46428766338,678$2.9M0.05%
209GENERAL DYNAMICS CORPGD12,899$2.9M0.04%
210INVESCO EXCH TRD SLF IDX FDIVZ150,317$2.8M0.04%
211EDWARDS LIFESCIENCES CORPEW40,535$2.8M0.04%
212CONOCOPHILLIPSCOP23,415$2.8M0.04%
213GOLUB CAP BDC INC38173M102184,878$2.7M0.04%
214ISHARES TR46428717625,820$2.7M0.04%
215SCHWAB STRATEGIC TR80852440940,465$2.6M0.04%
216MARATHON PETE CORPMARA17,079$2.6M0.04%
217INTUITINTU4,931$2.5M0.04%
218ISHARES TR46432F38827,677$2.5M0.04%
219VANGUARD INDEX FDS92290863712,340$2.4M0.04%
220SCHWAB STRATEGIC TR808524706100,263$2.4M0.04%
221WISDOMTREE TRWT47,374$2.4M0.04%
222AT&T INCT-PC156,165$2.3M0.04%
223ISHARES TR46435GAA0100,503$2.3M0.04%
224COMCAST CORP NEWCCZ52,299$2.3M0.04%
225CATERPILLAR INCCAT8,474$2.3M0.04%
226US BANCORP DELUSB-PS69,724$2.3M0.04%
227UNITED BANKSHARES INC WEST VUNTCW83,500$2.3M0.04%
228PIMCO ETF TR72201R77525,274$2.2M0.03%
229BLACKSTONE INCBX20,555$2.2M0.03%
230BERKSHIRE HATHAWAY INC DELBRK-A4$2.1M0.03%
231SCHWAB STRATEGIC TR80852460751,129$2.1M0.03%
232SELECT SECTOR SPDR TR81369Y86061,599$2.1M0.03%
233FIRST AMERN FINL CORP31847R10236,623$2.1M0.03%
234LAM RESEARCH CORPLRCX3,298$2.1M0.03%
235HERSHEY COHSY10,319$2.1M0.03%
236VANGUARD WHITEHALL FDS92194640619,846$2.1M0.03%
237FIDELITY COVINGTON TRUST31609284052,104$2.0M0.03%
238GENERAL ELECTRIC CO36960430118,105$2.0M0.03%
239INVESCO EXCH TRADED FD TR IIIVZ33,900$2.0M0.03%
240FIDELITY COVINGTON TRUST31609250141,802$1.9M0.03%
241GAMING & LEISURE PPTYS INC36467J10842,583$1.9M0.03%
242VIATRIS INCVTRS195,967$1.9M0.03%
243BOOKING HOLDINGS INCBKNG624$1.9M0.03%
244ISHARES TR46428876017,905$1.9M0.03%
245DIREXION SHS ETF TR25459W10243,570$1.9M0.03%
246PHILIP MORRIS INTL INC71817210919,737$1.8M0.03%
247VERTEX PHARMACEUTICALS INCVRTX5,189$1.8M0.03%
248DUKE ENERGY CORP NEWDUKB20,369$1.8M0.03%
249INVESCO EXCHANGE TRADED FD TIVZ21,063$1.8M0.03%
250ISHARES TR46428784617,006$1.8M0.03%
251VANGUARD WORLD FD92191084017,307$1.8M0.03%
252ISHARES TR46428749925,288$1.8M0.03%
253FAIR ISAAC CORPFICO2,001$1.7M0.03%
254ISHARES SILVER TRSLV84,070$1.7M0.03%
255VANECK ETF TRUST92189F10662,717$1.7M0.03%
256PALO ALTO NETWORKS INCPANW7,190$1.7M0.03%
257ALTRIA GROUP INCMO39,677$1.7M0.03%
258AMERICAN CENTY ETF TR02507280228,682$1.7M0.03%
259YUM BRANDS INCYUM13,260$1.7M0.03%
260FIDELITY COVINGTON TRUST31609220423,326$1.6M0.03%
261IDEXX LABS INC45168D1043,680$1.6M0.03%
262MEDTRONIC PLCMDT20,359$1.6M0.02%
263ISHARES TR4642875233,361$1.6M0.02%
264CSX CORPCSX51,534$1.6M0.02%
265DIMENSIONAL ETF TRUST25434V40133,809$1.6M0.02%
266ISHARES TR46432F83425,900$1.6M0.02%
267SCHWAB CHARLES CORPSCHW-PJ27,921$1.5M0.02%
268KIMBERLY-CLARK CORPKMB12,620$1.5M0.02%
269INVESCO EXCHANGE TRADED FD TIVZ54,081$1.5M0.02%
270SPDR SER TR78464A87020,786$1.5M0.02%
271WORTHINGTON INDS INCWOR24,211$1.5M0.02%
272CHIPOTLE MEXICAN GRILL INCCMG796$1.5M0.02%
273WASTE MGMT INC DEL94106L1099,179$1.4M0.02%
274ISHARES TR46428715014,829$1.4M0.02%
275ISHARES TR46429B33333,367$1.4M0.02%
276ISHARES TR46428888516,122$1.4M0.02%
277ACTIVISION BLIZZARD INC00507V10914,814$1.4M0.02%
278VANGUARD INDEX FDS92290855318,233$1.4M0.02%
279ENSIGN GROUP INCENSG14,757$1.4M0.02%
280FISERV INCFISV12,111$1.4M0.02%
281GENERAL MLS INC37033410421,212$1.4M0.02%
282INDEXIQ ETF TR45409B10744,897$1.3M0.02%
283ISHARES TR46428828116,312$1.3M0.02%
284BLACKROCK CR ALLOCATION INCOBLK138,382$1.3M0.02%
285SPDR SER TR78464A35919,616$1.3M0.02%
286MONDELEZ INTL INC60920710519,153$1.3M0.02%
287WISDOMTREE TRWT32,370$1.3M0.02%
288ISHARES TR46428857016,234$1.3M0.02%
289INVESCO EXCH TRD SLF IDX FDIVZ62,121$1.3M0.02%
290THE CIGNA GROUP1255231004,560$1.3M0.02%
291KRAFT HEINZ COKHC38,641$1.3M0.02%
292QUANTA SVCS INC74762E1026,915$1.3M0.02%
293ARES MANAGEMENT CORPORATIONARES-PB12,513$1.3M0.02%
294VANGUARD STAR FDS92190976823,807$1.3M0.02%
295NOVARTIS AGNVSEF12,248$1.2M0.02%
296ENPHASE ENERGY INCENPH10,098$1.2M0.02%
297ISHARES TR46428716811,220$1.2M0.02%
298ISHARES TR46429B66312,026$1.2M0.02%
299SPDR SER TR78468R85332,161$1.2M0.02%
300ISHARES TR46429B74712,214$1.2M0.02%
301EQUINIX INCEQIX1,625$1.2M0.02%
302ISHARES TR46428767112,430$1.2M0.02%
303MARRIOTT INTL INC NEW5719032025,993$1.2M0.02%
304SPDR SER TR78464A69827,863$1.2M0.02%
305TAIWAN SEMICONDUCTOR MFG LTD87403910013,114$1.1M0.02%
306AIR PRODS & CHEMS INCAIIR4,011$1.1M0.02%
307SPDR SER TR78464A80521,581$1.1M0.02%
308OREILLY AUTOMOTIVE INC67103H1071,242$1.1M0.02%
309BROADRIDGE FINL SOLUTIONS IN11133T1036,281$1.1M0.02%
310FORD MTR CO DEL34537086090,417$1.1M0.02%
311ISHARES TR46432F3398,487$1.1M0.02%
312HUMANA INCHUM2,257$1.1M0.02%
313NEWMONT CORPNEMCL29,484$1.1M0.02%
314ISHARES TR46436E71810,818$1.1M0.02%
315KINDER MORGAN INC DELEP-PC65,533$1.1M0.02%
316SCHWAB STRATEGIC TR80852450816,016$1.1M0.02%
317ISHARES TR4642875568,751$1.1M0.02%
318ISHARES TR46435U16846,360$1.1M0.02%
319ILLINOIS TOOL WKS INC4523081094,603$1.1M0.02%
320ASTRAZENECA PLCAZN15,644$1.1M0.02%
321PROLOGIS INC.PLDGP9,433$1.1M0.02%
322ISHARES TR46428772110,030$1.1M0.02%
323CONSOLIDATED EDISON INCED12,275$1.0M0.02%
324ELEVANCE HEALTH INCELV2,393$1.0M0.02%
325MORGAN STANLEYMS-PQ12,744$1.0M0.02%
326MICROCHIP TECHNOLOGY INC.MCHPP13,232$1.0M0.02%
327PARKER-HANNIFIN CORPPH2,624$1.0M0.02%
328SCHWAB STRATEGIC TR80852410220,083$1.0M0.02%
3293M COMMM10,689$1.0M0.02%
330ASML HOLDING N VASMLF1,691$995,6040.02%
331VANGUARD INTL EQUITY INDEX F92204277518,917$981,2310.02%
332EXTRA SPACE STORAGE INCEXR8,067$980,7860.02%
333DEERE & CODE2,591$977,6210.02%
334ISHARES TR46435G42510,388$975,5370.02%
335VANGUARD INTL EQUITY INDEX F92204287416,679$966,2120.02%
336SHERWIN WILLIAMS COSHW3,758$958,4760.02%
337CHEMED CORP NEWCHE1,830$951,0510.01%
338NORFOLK SOUTHN CORP6558441084,812$947,5440.01%
339ISHARES TR46428887719,348$946,6920.01%
340GOLDMAN SACHS GROUP INCGSCE2,909$941,4020.01%
341MICRON TECHNOLOGY INCMU13,833$941,0330.01%
342CENTENE CORP DELCNC13,542$932,7780.01%
343INVESCO EXCHANGE TRADED FD TIVZ21,048$929,6900.01%
344ISHARES TR46435U54920,502$928,7410.01%
345DOW INCDOW17,894$922,5950.01%
346GOLDMAN SACHS ETF TRNVGLF32,073$919,3730.01%
347IRON MTN INC DEL46284V10115,430$917,3140.01%
348ISHARES TR46435U15038,715$915,2230.01%
349PARSONS CORP DELPSN16,834$914,9280.01%
350DECKERS OUTDOOR CORPDECK1,775$912,5100.01%
351SHELL PLCRYDAF14,096$907,5140.01%
352LINDE PLCLIN2,432$905,4030.01%
353SCHWAB STRATEGIC TR80852475528,472$901,7080.01%
354LULULEMON ATHLETICA INCLULU2,338$901,4270.01%
355PHILLIPS 66PSX7,451$895,2170.01%
356L3HARRIS TECHNOLOGIES INCLHX5,139$894,8780.01%
357SPDR SER TR78468R78825,479$893,5360.01%
358BLACKROCK MUN TARGET TERM TRBLK45,304$879,3510.01%
359TARGET CORPTGT7,907$874,2400.01%
360PG&E CORPPCG-PX53,452$862,1780.01%
361INVESCO EXCH TRD SLF IDX FDIVZ41,703$862,0010.01%
362REGENERON PHARMACEUTICALSREGN1,046$860,4350.01%
363CLOROX CO DELCLX6,547$858,0550.01%
364TERADYNE INCTER8,484$852,3220.01%
365AGILENT TECHNOLOGIES INCA7,546$843,7440.01%
366CROWN CASTLE INCCCI8,938$822,6090.01%
367NXP SEMICONDUCTORS N VNXPI4,097$819,0180.01%
368UBER TECHNOLOGIES INCUBER17,450$802,5210.01%
369INVESCO EXCHANGE TRADED FD TIVZ24,663$799,3820.01%
370ISHARES TR4642877622,938$793,5820.01%
371SSGA ACTIVE ETF TR78467V84820,398$788,3830.01%
372ISHARES TR4642871013,922$786,9680.01%
373VANGUARD INTL EQUITY INDEX F9220427428,439$786,3050.01%
374VANECK ETF TRUST92189F48630,898$781,4150.01%
375VANGUARD WORLD FDS92204A8766,107$778,9130.01%
376FIDELITY COVINGTON TRUST31609240230,802$767,2890.01%
377WOODWARD INCWWD6,163$765,8140.01%
378VANGUARD WORLD FDS92204A3066,033$764,5890.01%
379TORO COTORO9,172$762,1930.01%
380FLEXSHARES TRFLEX18,844$762,0630.01%
381REALTY INCOME CORPO15,227$760,4320.01%
382D R HORTON INC23331A1097,054$758,0790.01%
383JOHNSON CTLS INTL PLCG5150210514,138$752,3030.01%
384ISHARES TR4642875152,200$750,7720.01%
385ALBEMARLE CORPALB-PA4,397$747,6220.01%
386VANGUARD WORLD FDS92204A1082,768$745,6910.01%
387EOG RES INCEOG5,870$744,1030.01%
388INVESCO EXCH TRD SLF IDX FDIVZ39,500$742,0190.01%
389FEDEX CORPFDX2,800$741,8310.01%
390ISHARES TR4642878876,685$733,2580.01%
391CHURCH & DWIGHT CO INCCHD7,983$731,4620.01%
392INVESCO EXCH TRADED FD TR IIIVZ9,689$727,7410.01%
393ROSS STORES INCROST6,442$727,6240.01%
394GLACIER BANCORP INC NEWGBCI24,907$709,8500.01%
395ISHARES TR46428711911,875$708,3440.01%
396PACCAR INCPCAR8,291$704,9300.01%
397SERVICENOW INCNOW1,259$703,4900.01%
398ISHARES GOLD TRIAU19,400$678,8060.01%
399VANGUARD WHITEHALL FDS92194679410,956$678,0560.01%
400FREEPORT-MCMORAN INCFCX18,117$675,5900.01%
401T-MOBILE US INCTMUSZ4,791$671,0200.01%
402INVESCO EXCHANGE TRADED FD TIVZ18,345$670,1430.01%
403UNITED RENTALS INCURI1,505$668,9410.01%
404FLEETCOR TECHNOLOGIES INC3390411052,608$665,9270.01%
405INVESCO EXCHANGE TRADED FD TIVZ15,480$662,5440.01%
406PAYPAL HLDGS INCPYPL11,322$661,8740.01%
407ISHARES TR4642877056,542$660,2350.01%
408FMC CORPFMC9,788$655,5150.01%
409PIMCO DYNAMIC INCOME FD72201Y10137,888$654,7120.01%
410VANECK ETF TRUST92189F6438,616$653,4370.01%
411AMPHENOL CORP NEW0320951017,769$652,5410.01%
412INTERCONTINENTAL EXCHANGE IN45866F1045,912$650,4380.01%
413CHUBB LIMITEDCB3,090$643,3190.01%
414CORNING INCGLW20,995$639,7080.01%
415SHOPIFY INCSHOP11,681$637,4220.01%
416EDISON INTL2810201079,944$629,3510.01%
417WORKDAY INCWDAY2,880$618,7040.01%
418ANALOG DEVICES INCADI3,529$617,9790.01%
419VANGUARD BD INDEX FDS9219378278,214$617,4830.01%
420ISHARES TR46428756412,276$615,7610.01%
421BARCLAYS BANK PLCVXZ19,060$612,5880.01%
422PRIMERICA INCPRI3,154$611,9080.01%
423SONY GROUP CORPSNEJF7,423$611,7290.01%
424CORTEVA INCCTVA11,941$610,8780.01%
425SOUTHWEST AIRLS CO84474110822,536$610,0620.01%
426INVESCO EXCHANGE TRADED FD TIVZ12,086$609,8600.01%
427CHARTER COMMUNICATIONS INC N16119P1081,372$603,2400.01%
428TORONTO DOMINION BK ONTTORO9,924$598,0300.01%
429LENNAR CORPLEN-B5,275$591,9670.01%
430DUPONT DE NEMOURS INCDD7,866$586,7400.01%
431BROOKFIELD INFRAST PARTNERSG1625210119,834$583,1200.01%
432ECOLAB INCECL3,400$575,9260.01%
433SPDR SER TR78464A4099,714$575,8390.01%
434EAST WEST BANCORP INCEWBC10,921$575,6460.01%
435OLEMA PHARMACEUTICALS INCOLMA46,248$571,1630.01%
436PRUDENTIAL FINL INCPUKPF6,011$570,4100.01%
437SCHWAB STRATEGIC TR80852476311,673$566,0370.01%
438BJS WHSL CLUB HLDGS INC05550J1017,930$565,9700.01%
439UNILEVER PLCUNLYF11,368$561,5550.01%
440PUBLIC STORAGEPSA-PS2,125$559,9810.01%
441GSK PLCGLAXF15,446$559,9050.01%
442HILTON WORLDWIDE HLDGS INCHLT3,711$557,3180.01%
443CARRIER GLOBAL CORPORATIONCARR10,015$552,8300.01%
444SPDR SER TR78464A8622,814$551,5720.01%
445CITIGROUP INCC-PR13,347$548,9480.01%
446EMERSON ELEC COEMR5,576$538,4610.01%
447AMETEK INCAME3,642$538,2080.01%
448FIDELITY COVINGTON TRUST3160928084,375$537,8190.01%
449ISHARES TR4642888025,962$536,4320.01%
450SYSCO CORPSYY8,092$534,4800.01%
451CUMMINS INCCMI2,332$532,8460.01%
452SYNOPSYS INCSNPS1,159$532,0180.01%
453ISHARES TR46434V38110,168$530,8590.01%
454ISHARES INC4642865339,920$529,2480.01%
455DIGITAL RLTY TR INC2538681034,364$528,1880.01%
456AMERICAN ELEC PWR CO INC0255371016,967$524,0250.01%
457CADENCE DESIGN SYSTEM INCCDNS2,231$522,7540.01%
458SPDR INDEX SHS FDS78463X50915,483$519,7620.01%
459FIDELITY COVINGTON TRUST31609285722,740$517,3420.01%
460DIMENSIONAL ETF TRUST25434V20319,789$516,6870.01%
461RPM INTL INC7496851035,432$515,0080.01%
462AMERIPRISE FINL INC03076C1061,553$512,0350.01%
463ISHARES TR4642882738,968$506,4060.01%
464SCHWAB STRATEGIC TR8085247719,019$504,7840.01%
465HP INCHPQ19,634$504,5950.01%
466INVESCO EXCHANGE TRADED FD TIVZ15,541$494,5250.01%
467THE TRADE DESK INC88339J1056,279$490,6920.01%
468ISHARES TR46435G2688,922$486,3380.01%
469ARCHER DANIELS MIDLAND COADM6,347$478,7220.01%
470ISHARES TR46434V8789,451$476,1240.01%
471CDW CORPCDW2,357$475,6390.01%
472INVESCO EXCHANGE TRADED FD TIVZ14,927$469,1530.01%
473LUMINAR TECHNOLOGIES INCLAZRQ102,355$465,7160.01%
474VERISK ANALYTICS INCVRSK1,954$461,5040.01%
475OCCIDENTAL PETE CORP6745991057,060$458,0550.01%
476SPDR SER TR78464A8216,479$447,9510.01%
477TYSON FOODS INCTSN8,789$443,7610.01%
478DELTA AIR LINES INC DELDAL11,794$436,3830.01%
479BOSTON SCIENTIFIC CORPBSX8,251$435,6690.01%
480SPDR SER TR78464A66416,562$433,0960.01%
481ENERGY TRANSFER L PET-PI30,864$433,0160.01%
482BP PLCBPPFF11,173$432,6370.01%
483VANGUARD SCOTTSDALE FDS92206C1027,491$431,4560.01%
484ROYCE MICRO-CAP TR INCRMT52,082$431,2360.01%
485QUEST DIAGNOSTICS INCDGX3,487$424,8670.01%
486DIAGEO PLCDGEAF2,844$424,2620.01%
487FASTENAL COFAST7,750$423,4550.01%
488SHOCKWAVE MED INC82489T1042,122$422,4900.01%
489RIO TINTO PLCRTNTF6,629$421,8700.01%
490VANGUARD WORLD FD9219108161,844$418,4040.01%
491SABRE CORPSABR93,002$417,5790.01%
492RESMED INCRSMDF2,823$417,4310.01%
493DISCOVER FINL SVCS2547091084,804$416,2090.01%
494BROWN & BROWN INCBRO5,956$415,9670.01%
495TOYOTA MOTOR CORPTOYOF2,301$413,6500.01%
496ZIONS BANCORPORATION N A98970110711,710$408,5740.01%
497DIMENSIONAL ETF TRUST25434V73217,518$408,3560.01%
498ISHARES TR46428868713,532$407,9920.01%
499SJW GROUPHTO6,781$407,5770.01%
500XCEL ENERGY INCXELLL7,045$403,1130.01%