Live Markets
Sunday, September 13, 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 Q1 2024 · Filed May 14, 2024 · Accession 0001398344-24-009596

Total Value
$8.56B
Positions
833
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087362,911,394$1.00B11.84%
2VANGUARD INDEX FDS9229087442,553,447$415.9M4.91%
3APPLE INCAAPL1,832,875$314.3M3.71%
4MICROSOFT CORPMSFT633,850$266.7M3.15%
5SPDR S&P 500 ETF TRSPY381,691$199.7M2.36%
6VANGUARD WHITEHALL FDS9219468102,347,897$191.4M2.26%
7AMAZON COM INCAMZN1,033,223$186.4M2.20%
8ISHARES TR4642886463,036,818$155.7M1.84%
9ISHARES TR4642872261,552,117$152.0M1.80%
10JPMORGAN CHASE & COVYLD640,857$128.4M1.52%
11ALPHABET INCGOOG845,698$127.6M1.51%
12BROADCOM INCAVGO94,264$124.9M1.48%
13VANGUARD INTL EQUITY INDEX F9220428582,911,205$121.6M1.44%
14VANGUARD BD INDEX FDS9219378191,600,959$120.7M1.43%
15COSTCO WHSL CORP NEW22160K105151,888$111.3M1.31%
16VANGUARD INDEX FDS922908538460,759$108.6M1.28%
17ISHARES TR46429B2674,752,554$108.2M1.28%
18ISHARES TR464288414951,324$102.4M1.21%
19VANGUARD INDEX FDS922908512650,698$101.5M1.20%
20SELECT SECTOR SPDR TR81369Y803468,770$97.6M1.15%
21BERKSHIRE HATHAWAY INC DELBRK-A214,349$90.1M1.06%
22EXXON MOBIL CORPXOM745,426$86.6M1.02%
23META PLATFORMS INCMETA175,548$85.2M1.01%
24DIMENSIONAL ETF TRUST25434V8152,667,181$80.3M0.95%
25NEXTERA ENERGY INCNEE-PW1,209,966$77.3M0.91%
26JOHNSON & JOHNSONJNJ471,154$74.5M0.88%
27HCA HEALTHCARE INCHCA221,630$73.9M0.87%
28ISHARES TR4642883561,262,648$72.7M0.86%
29DIMENSIONAL ETF TRUST25434V6091,317,564$71.7M0.85%
30NVIDIA CORPORATIONNVDA78,751$71.2M0.84%
31DIMENSIONAL ETF TRUST25434V6662,284,982$68.5M0.81%
32VANGUARD INDEX FDS922908595259,084$67.5M0.80%
33HONEYWELL INTL INC438516106323,109$66.3M0.78%
34STRYKER CORPORATIONSYK184,807$66.1M0.78%
35VISA INCV211,475$59.0M0.70%
36CISCO SYS INCCSCO1,165,678$58.2M0.69%
37DIMENSIONAL ETF TRUST25434V8071,568,171$57.6M0.68%
38AMERICAN TOWER CORP NEW03027X100290,693$57.4M0.68%
39STARBUCKS CORPSBUX627,899$57.4M0.68%
40ISHARES TR464287598315,528$56.5M0.67%
41PEPSICO INCPEP318,990$55.8M0.66%
42SELECT SECTOR SPDR TR81369Y209373,810$55.2M0.65%
43ALLSTATE CORPALL-PJ309,507$53.5M0.63%
44KEYSIGHT TECHNOLOGIES INCKEYS340,015$53.2M0.63%
45DISNEY WALT CO254687106434,521$53.2M0.63%
46RTX CORPORATIONRTX527,885$51.5M0.61%
47BLACKROCK INCBLK58,342$48.6M0.57%
48UNION PAC CORPUNP197,758$48.6M0.57%
49CVS HEALTH CORPCVS608,867$48.6M0.57%
50SELECT SECTOR SPDR TR81369Y100485,023$45.1M0.53%
51J P MORGAN EXCHANGE TRADED F46641Q274949,235$44.2M0.52%
52SPDR SER TR78468R663475,297$43.6M0.52%
53S&P GLOBAL INCSPGI102,077$43.4M0.51%
54ISHARES TR46428720079,346$41.7M0.49%
55VANGUARD INDEX FDS922908769158,807$41.3M0.49%
56INVESCO QQQ TRIVZ88,984$39.5M0.47%
57UNITEDHEALTH GROUP INCUNH79,538$39.3M0.46%
58SELECT SECTOR SPDR TR81369Y308513,737$39.2M0.46%
59SELECT SECTOR SPDR TR81369Y407200,939$37.0M0.44%
60ZOETIS INCZTS214,821$36.3M0.43%
61VANGUARD TAX-MANAGED FDS921943858701,620$35.2M0.42%
62VANGUARD MUN BD FDS922907746695,292$35.2M0.42%
63ISHARES TR464287614103,832$35.0M0.41%
64COMCAST CORP NEWCCZ788,747$34.2M0.40%
65DIMENSIONAL ETF TRUST25434V708991,531$31.7M0.37%
66VANECK ETF TRUST92189F643342,818$30.8M0.36%
67VANGUARD WHITEHALL FDS921946885482,239$30.8M0.36%
68INVESCO EXCH TRADED FD TR IIIVZ1,265,248$30.2M0.36%
69ALPHABET INCGOOG196,693$29.9M0.35%
70ISHARES TR46435G516374,167$29.9M0.35%
71GLOBAL PMTS INC37940X102223,047$29.8M0.35%
72VALERO ENERGY CORPVLO174,036$29.7M0.35%
73TIDAL ETF TR8863648501,074,038$29.1M0.34%
74VANGUARD INDEX FDS92290836354,942$26.4M0.31%
75SOUTHERN COSOMN360,754$25.9M0.31%
76HOME DEPOT INCHD66,898$25.7M0.30%
77SEMPRASREA355,167$25.5M0.30%
78ELI LILLY & COLLY31,196$24.3M0.29%
79MERCK & CO INCMRK181,694$24.0M0.28%
80NIKE INCNKE251,533$23.6M0.28%
81VANGUARD SPECIALIZED FUNDS921908844127,390$23.3M0.27%
82ROCKWELL AUTOMATION INCROK77,031$22.4M0.27%
83VANGUARD INDEX FDS92290875197,605$22.3M0.26%
84INVESCO EXCH TRADED FD TR IIIVZ761,344$18.9M0.22%
85FIDELITY COVINGTON TRUST316092832399,954$18.6M0.22%
86GENERAL MTRS CO37045V100402,152$18.2M0.22%
87SKYWEST INCSKYW257,386$17.8M0.21%
88LOWES COS INC54866110767,581$17.2M0.20%
89ISHARES TR464287507279,470$17.0M0.20%
90INVESCO EXCHANGE TRADED FD TIVZ472,434$16.6M0.20%
91BANK AMERICA CORP060505104430,975$16.3M0.19%
92CHEVRON CORP NEWCVX103,084$16.3M0.19%
93ABBVIE INCABBV88,610$16.1M0.19%
94SPDR S&P MIDCAP 400 ETF TRMDY28,349$15.8M0.19%
95MCDONALDS CORPMCD55,191$15.6M0.18%
96ISHARES TR464287804122,692$13.6M0.16%
97PROCTER AND GAMBLE CO74271810980,470$13.1M0.15%
98J P MORGAN EXCHANGE TRADED F46654Q815258,435$13.0M0.15%
99QUALCOMM INCQCOM75,939$12.9M0.15%
100DIMENSIONAL ETF TRUST25434V500203,012$12.7M0.15%
101TESLA INCTSLA71,436$12.6M0.15%
102AMERICAN CENTY ETF TR025072877129,971$12.2M0.14%
103ISHARES TR464287465151,047$12.1M0.14%
104DIMENSIONAL ETF TRUST25434V724257,674$10.5M0.12%
105MCKESSON CORPMCK19,470$10.5M0.12%
106APPLIED MATLS INC03822210550,268$10.4M0.12%
107VANGUARD INDEX FDS92290865258,332$10.2M0.12%
108ISHARES TR46428748188,250$10.1M0.12%
109SELECT SECTOR SPDR TR81369Y605238,067$10.0M0.12%
110NEXTERA ENERGY PARTNERS LPNEE-PW330,299$9.9M0.12%
111CINTAS CORPCTAS14,436$9.9M0.12%
112DIMENSIONAL ETF TRUST25434V880370,693$9.4M0.11%
113ACCENTURE PLC IRELANDACN27,197$9.4M0.11%
114SELECT SECTOR SPDR TR81369Y852114,387$9.3M0.11%
115PFIZER INCPFE336,062$9.3M0.11%
116ISHARES TR464287309110,016$9.3M0.11%
117ISHARES TR464288810158,343$9.3M0.11%
118ISHARES TR46428765542,721$9.0M0.11%
119NORTHROP GRUMMAN CORPNOC18,741$9.0M0.11%
120WALMART INCWMT147,598$8.9M0.10%
121SELECT SECTOR SPDR TR81369Y50689,916$8.5M0.10%
122ADVANCED MICRO DEVICES INCAMD45,866$8.3M0.10%
123THERMO FISHER SCIENTIFIC INCTMO14,175$8.2M0.10%
124SPDR GOLD TRGLD39,632$8.2M0.10%
125ISHARES TR46435G243325,987$8.0M0.09%
126SALESFORCE INCCRM26,451$8.0M0.09%
127VANGUARD INDEX FDS92290862931,557$7.9M0.09%
128VANGUARD WHITEHALL FDS92194640662,798$7.6M0.09%
129MASTERCARD INCORPORATEDMA15,774$7.6M0.09%
130ISHARES TR46428740840,438$7.6M0.09%
131ISHARES TR46428763047,359$7.5M0.09%
132TRANSDIGM GROUP INCTDG6,050$7.5M0.09%
133WELLS FARGO CO NEW949746101128,048$7.4M0.09%
134SPDR DOW JONES INDL AVERAGE78467X10918,407$7.3M0.09%
135INVESCO EXCHANGE TRADED FD TIVZ42,878$7.3M0.09%
136GRAINGER W W INC3848021047,031$7.2M0.08%
137VANGUARD WORLD FD92204A70213,570$7.1M0.08%
138ISHARES TR46434VBG4282,682$7.1M0.08%
139BOEING COBA-PA36,502$7.0M0.08%
140SCHWAB STRATEGIC TR80852430075,890$7.0M0.08%
141VANGUARD WORLD FD92204A10821,862$6.9M0.08%
142VANGUARD INDEX FDS92290861136,162$6.9M0.08%
143VANGUARD WORLD FD92204A50425,591$6.9M0.08%
144TJX COS INC NEW87254010967,155$6.8M0.08%
145AMGEN INCAMGN23,769$6.8M0.08%
146NETFLIX INCNFLX11,002$6.7M0.08%
147ISHARES TR46428764824,092$6.5M0.08%
148ORACLE CORPORCL-PD51,493$6.5M0.08%
149ISHARES TR46435U184272,435$6.4M0.08%
150SPDR SER TR78468R52363,644$6.3M0.07%
151NOVO-NORDISK A SNONOF47,862$6.1M0.07%
152ISHARES TR46435U168255,620$6.0M0.07%
153EATON CORP PLCETN18,828$5.9M0.07%
154COCA COLA COKO96,155$5.9M0.07%
155INTUITIVE SURGICAL INCISRG14,727$5.9M0.07%
156VANECK ETF TRUST92189F67625,701$5.8M0.07%
157ISHARES TR46429B69769,092$5.8M0.07%
158ISHARES TR46435U663141,851$5.7M0.07%
159ISHARES TR46428815854,061$5.7M0.07%
160DANAHER CORPORATION23585110222,622$5.6M0.07%
161VANGUARD WELLINGTON FD92193580546,169$5.5M0.07%
162INTEL CORPINTC123,431$5.5M0.06%
163INDEXIQ ETF TR45409B107175,416$5.4M0.06%
164INTERNATIONAL BUSINESS MACHSINTR28,273$5.4M0.06%
165SCHWAB STRATEGIC TR80852420186,534$5.4M0.06%
166LOCKHEED MARTIN CORPLMT11,695$5.3M0.06%
167ISHARES TR46434V62189,154$5.2M0.06%
168ISHARES TR46428762217,787$5.1M0.06%
169SCHWAB STRATEGIC TR808524805130,743$5.1M0.06%
170ISHARES TR46428760654,665$5.0M0.06%
171AMERICAN EXPRESS COAXP21,863$5.0M0.06%
172KLA CORPKLAC7,114$5.0M0.06%
173ENTERPRISE PRODS PARTNERS L293792107169,823$5.0M0.06%
174ISHARES TR46434VBD1192,959$4.8M0.06%
175VERIZON COMMUNICATIONS INCVZ112,068$4.7M0.06%
176ABBOTT LABSABLZF40,618$4.6M0.05%
177ISHARES TR46428768915,077$4.5M0.05%
178ISHARES TR46432F84260,814$4.5M0.05%
179SPDR SER TR78464A76334,368$4.5M0.05%
180SELECT SECTOR SPDR TR81369Y70435,647$4.5M0.05%
181SCHWAB STRATEGIC TR80852479754,387$4.4M0.05%
182VANGUARD BD INDEX FDS92193783560,230$4.4M0.05%
183DIREXION SHS ETF TR25459W10254,054$4.3M0.05%
184ADOBE INCADBE8,583$4.3M0.05%
185ISHARES TR46428747334,526$4.3M0.05%
186SPDR SER TR78464A375130,117$4.3M0.05%
187BECTON DICKINSON & COBDX17,171$4.2M0.05%
188SPDR SER TR78464A474142,657$4.2M0.05%
189ISHARES TR46435U54989,655$4.2M0.05%
190J P MORGAN EXCHANGE TRADED F46641Q65482,325$4.2M0.05%
191LAM RESEARCH CORPLRCX4,133$4.0M0.05%
192PAYCHEX INCPAYX32,292$4.0M0.05%
193ISHARES TR46428723495,372$3.9M0.05%
194ISHARES TR46428787937,955$3.9M0.05%
195COLGATE PALMOLIVE COCL43,137$3.9M0.05%
196ISHARES TR46435U515155,063$3.9M0.05%
197AUTOMATIC DATA PROCESSING INADP15,457$3.9M0.05%
198CATERPILLAR INCCAT10,466$3.8M0.05%
199INTUITINTU5,863$3.8M0.05%
200INVESCO EXCHANGE TRADED FD TIVZ38,253$3.8M0.04%
201WISDOMTREE TRWT52,097$3.8M0.04%
202STEEL DYNAMICS INCSTLD25,158$3.7M0.04%
203GENERAL DYNAMICS CORPGD13,029$3.7M0.04%
204DOVER CORPDOV20,683$3.7M0.04%
205TEXAS INSTRS INC88250810420,915$3.6M0.04%
206CONOCOPHILLIPSCOP28,601$3.6M0.04%
207AMERICAN CENTY ETF TR02507260462,697$3.6M0.04%
208ISHARES INC46434G10369,843$3.6M0.04%
209NUSHARES ETF TRNU92,699$3.6M0.04%
210J P MORGAN EXCHANGE TRADED F46641Q83769,395$3.5M0.04%
211GILEAD SCIENCES INCGILD46,932$3.4M0.04%
212ISHARES TR46428766337,365$3.4M0.04%
213GENERAL ELECTRIC CO36960430119,130$3.4M0.04%
214VANGUARD SCOTTSDALE FDS92206C40942,987$3.3M0.04%
215SELECT SECTOR SPDR TR81369Y88649,708$3.3M0.04%
216ISHARES TR46428825729,594$3.3M0.04%
217ISHARES TR46432F38828,941$3.1M0.04%
218GOLUB CAP BDC INC38173M102184,955$3.1M0.04%
219MARATHON PETE CORPMARA15,264$3.1M0.04%
220UNITED PARCEL SERVICE INCUPS20,678$3.1M0.04%
221SCHWAB STRATEGIC TR80852440940,404$3.1M0.04%
222ISHARES TR46435GAA0126,752$3.0M0.04%
223VANGUARD INDEX FDS92290863712,490$3.0M0.04%
224UNITED BANKSHARES INC WEST VUNTCW83,500$3.0M0.04%
225ISHARES TR46428717627,633$3.0M0.04%
226INVESCO EXCH TRD SLF IDX FDIVZ149,757$2.9M0.03%
227BOOKING HOLDINGS INCBKNG793$2.9M0.03%
228US BANCORP DELUSB-PS63,583$2.8M0.03%
229BLACKSTONE INCBX21,108$2.8M0.03%
230SOFI TECHNOLOGIES INCSOFI376,722$2.8M0.03%
231ARES MANAGEMENT CORPORATIONARES-PB20,345$2.7M0.03%
232BRISTOL-MYERS SQUIBB COCELG-RI47,377$2.6M0.03%
233SIMPSON MFG INC82907310512,478$2.6M0.03%
234BERKSHIRE HATHAWAY INC DELBRK-A4$2.5M0.03%
235UBER TECHNOLOGIES INCUBER32,621$2.5M0.03%
236VANECK ETF TRUST92189H73071,745$2.4M0.03%
237DUKE ENERGY CORP NEWDUKB24,678$2.4M0.03%
238SCHWAB STRATEGIC TR80852460747,846$2.4M0.03%
239SCHWAB STRATEGIC TR80852470690,260$2.3M0.03%
240SPDR SER TR78464A40931,038$2.3M0.03%
241FIRST AMERN FINL CORP31847R10236,794$2.2M0.03%
242GENUINE PARTS COGPC14,406$2.2M0.03%
243ISHARES TR46428876016,842$2.2M0.03%
244VIATRIS INCVTRS184,241$2.2M0.03%
245PIMCO ETF TR72201R77523,845$2.2M0.03%
246FIDELITY COVINGTON TRUST31609250136,817$2.2M0.03%
247ISHARES TR4642875239,616$2.2M0.03%
248PROSHARES TR74348A46721,367$2.2M0.03%
249INVESCO EXCH TRADED FD TR IIIVZ32,801$2.2M0.03%
250VANGUARD STAR FDS92190976835,732$2.2M0.03%
251VANGUARD INDEX FDS92290855324,902$2.2M0.03%
252KIMBERLY-CLARK CORPKMB16,430$2.1M0.03%
253FAIR ISAAC CORPFICO1,699$2.1M0.03%
254INVESCO EXCHANGE TRADED FD TIVZ20,737$2.1M0.02%
255ISHARES TR46428749925,073$2.1M0.02%
256FIDELITY COVINGTON TRUST31609284046,269$2.1M0.02%
257PHILIP MORRIS INTL INC71817210922,746$2.1M0.02%
258ISHARES TR46428715017,997$2.1M0.02%
259PACCAR INCPCAR16,654$2.1M0.02%
260ISHARES TR46428784616,088$2.1M0.02%
261FIRST TR EXCHANGE-TRADED FD33733E30210,021$2.1M0.02%
262EDWARDS LIFESCIENCES CORPEW20,837$2.0M0.02%
263SCHWAB CHARLES CORPSCHW-PJ27,504$2.0M0.02%
264PALO ALTO NETWORKS INCPANW6,951$2.0M0.02%
265TAIWAN SEMICONDUCTOR MFG LTD87403910014,511$2.0M0.02%
266INVESCO EXCH TRADED FD TR IIIVZ85,500$2.0M0.02%
267VERTEX PHARMACEUTICALS INCVRTX4,709$2.0M0.02%
268IDEXX LABS INC45168D1043,631$2.0M0.02%
269WASTE MGMT INC DEL94106L1099,138$1.9M0.02%
270VANECK ETF TRUST92189F10661,522$1.9M0.02%
271SELECT SECTOR SPDR TR81369Y86049,143$1.9M0.02%
272AT&T INCT-PC109,610$1.9M0.02%
273FISERV INCFISV12,041$1.9M0.02%
274BROADRIDGE FINL SOLUTIONS IN11133T1039,373$1.9M0.02%
275AMERICAN CENTY ETF TR02507280228,872$1.9M0.02%
276YUM BRANDS INCYUM13,708$1.9M0.02%
277DECKERS OUTDOOR CORPDECK2,013$1.9M0.02%
278VANGUARD WORLD FD92191084015,798$1.9M0.02%
279ISHARES TR46428888518,163$1.9M0.02%
280CHIPOTLE MEXICAN GRILL INCCMG646$1.9M0.02%
281WISDOMTREE TRWT37,243$1.9M0.02%
282ISHARES TR46432F83427,266$1.9M0.02%
283ENSIGN GROUP INCENSG14,649$1.8M0.02%
284QUANTA SVCS INC74762E1026,955$1.8M0.02%
285SPDR SER TR78464A50836,047$1.8M0.02%
286FIDELITY COVINGTON TRUST31609220421,719$1.8M0.02%
287ISHARES SILVER TRSLV78,229$1.8M0.02%
288VANGUARD SCOTTSDALE FDS92206C87021,976$1.8M0.02%
289ISHARES TR46428828119,589$1.8M0.02%
290VANGUARD WORLD FD92204A2078,548$1.7M0.02%
291THE CIGNA GROUP1255231004,801$1.7M0.02%
292CSX CORPCSX46,583$1.7M0.02%
293VANGUARD BD INDEX FDS92193782721,977$1.7M0.02%
294SPDR INDEX SHS FDS78463X88947,011$1.7M0.02%
295ISHARES TR46428776226,631$1.6M0.02%
296ALTRIA GROUP INCMO37,277$1.6M0.02%
297CROWDSTRIKE HLDGS INCCRWD5,043$1.6M0.02%
298TARGET CORPTGT9,108$1.6M0.02%
299DIMENSIONAL ETF TRUST25434V40128,232$1.6M0.02%
300PROLOGIS INC.PLDGP12,344$1.6M0.02%
301SPDR SER TR78468R85337,001$1.6M0.02%
302MONDELEZ INTL INC60920710522,500$1.6M0.02%
303GAMING & LEISURE PPTYS INC36467J10833,770$1.6M0.02%
304ISHARES TR46428767113,140$1.5M0.02%
305SERVICENOW INCNOW2,020$1.5M0.02%
306ISHARES TR46428772111,400$1.5M0.02%
307ISHARES TR46428857015,204$1.5M0.02%
3083M COMMM14,344$1.5M0.02%
309GENERAL MLS INC37033410421,457$1.5M0.02%
310ISHARES TR46428887727,102$1.5M0.02%
311WISDOMTREE TRWT30,161$1.5M0.02%
312SPDR SER TR78464A35919,793$1.4M0.02%
313KINDER MORGAN INC DELEP-PC78,592$1.4M0.02%
314OREILLY AUTOMOTIVE INC67103H1071,270$1.4M0.02%
315PARKER-HANNIFIN CORPPH2,551$1.4M0.02%
316WORTHINGTON ENTERPRISES INCWOR22,766$1.4M0.02%
317SPDR SER TR78464A80521,654$1.4M0.02%
318ONEOK INC NEWOKE17,325$1.4M0.02%
319SCHWAB STRATEGIC TR80852450816,927$1.4M0.02%
320ISHARES TR46436E71813,684$1.4M0.02%
321MICRON TECHNOLOGY INCMU11,662$1.4M0.02%
322NORFOLK SOUTHN CORP6558441085,371$1.4M0.02%
323DIREXION SHS ETF TR25459W45829,376$1.4M0.02%
324ISHARES TR4642875569,921$1.4M0.02%
325VANGUARD INTL EQUITY INDEX F92204277523,179$1.4M0.02%
326PHILLIPS 66PSX8,286$1.4M0.02%
327CDW CORPCDW5,283$1.4M0.02%
328BLACKROCK CR ALLOCATION INCOBLK126,029$1.3M0.02%
329ISHARES TR46429B66312,205$1.3M0.02%
330VANECK MERK GOLD TROUNZ62,300$1.3M0.02%
331MARRIOTT INTL INC NEW5719032025,285$1.3M0.02%
332KRAFT HEINZ COKHC35,806$1.3M0.02%
333ASML HOLDING N VASMLF1,361$1.3M0.02%
334ISHARES U S ETF TR46431W50725,916$1.3M0.02%
335FIDELITY WISE ORIGIN BITCOINFBTC21,068$1.3M0.02%
336SHERWIN WILLIAMS COSHW3,730$1.3M0.02%
337ISHARES TR46432F3397,795$1.3M0.02%
338SCHWAB STRATEGIC TR80852410220,875$1.3M0.02%
339MICROCHIP TECHNOLOGY INC.MCHPP14,195$1.3M0.02%
340AIR PRODS & CHEMS INCAIIR5,253$1.3M0.02%
341NOVARTIS AGNVSEF13,104$1.3M0.01%
342GOLDMAN SACHS GROUP INCGSCE3,014$1.3M0.01%
343ISHARES TR46429B33328,794$1.2M0.01%
344ISHARES TR46428716810,100$1.2M0.01%
345REGENERON PHARMACEUTICALSREGN1,275$1.2M0.01%
346J P MORGAN EXCHANGE TRADED F46641Q33221,114$1.2M0.01%
347INVESCO EXCHANGE TRADED FD TIVZ21,028$1.2M0.01%
348FLEXSHARES TRFLEX28,874$1.2M0.01%
349DEERE & CODE2,879$1.2M0.01%
350ILLINOIS TOOL WKS INC4523081094,390$1.2M0.01%
351SPDR SER TR78464A69823,368$1.2M0.01%
352CONSOLIDATED EDISON INCED12,914$1.2M0.01%
353AGILENT TECHNOLOGIES INCA8,015$1.2M0.01%
354VANGUARD WORLD FD92191073312,376$1.2M0.01%
355D R HORTON INC23331A1096,961$1.1M0.01%
356AMETEK INCAME6,259$1.1M0.01%
357ISHARES TR46435G4259,850$1.1M0.01%
358SCHWAB STRATEGIC TR80852475531,493$1.1M0.01%
359SPDR SER TR78468R78827,506$1.1M0.01%
360INVESCO EXCHANGE TRADED FD TIVZ24,663$1.1M0.01%
361ASTRAZENECA PLCAZN16,320$1.1M0.01%
362ISHARES TR46429B74711,097$1.1M0.01%
363NEWMONT CORPNEMCL30,569$1.1M0.01%
364AKAMAI TECHNOLOGIES INCAKAM10,049$1.1M0.01%
365VANGUARD WHITEHALL FDS92194679415,862$1.1M0.01%
366LINDE PLCLIN2,339$1.1M0.01%
367CENTENE CORP DELCNC13,604$1.1M0.01%
368VANGUARD INTL EQUITY INDEX F92204287415,766$1.1M0.01%
369IRON MTN INC DEL46284V10112,978$1.0M0.01%
370UNITED RENTALS INCURI1,436$1.0M0.01%
371FIDELITY COVINGTON TRUST31609211334,961$1.0M0.01%
372LULULEMON ATHLETICA INCLULU2,625$1.0M0.01%
373FORD MTR CO DEL34537086076,132$1.0M0.01%
374REALTY INCOME CORPO18,574$1.0M0.01%
375SHELL PLCRYDAF14,940$1.0M0.01%
376NU SKIN ENTERPRISES INCNUS71,814$993,1880.01%
377PARSONS CORP DELPSN11,895$986,6900.01%
378MORGAN STANLEYMS-PQ10,366$976,1080.01%
379EXTRA SPACE STORAGE INCEXR6,638$975,8320.01%
380GOLDMAN SACHS ETF TRNVGLF31,131$975,6460.01%
381VANGUARD WORLD FD92204A8766,841$975,4420.01%
382CLOROX CO DELCLX6,349$972,1020.01%
383DOW INCDOW16,778$971,9570.01%
384ISHARES TR46435UAA940,476$963,3290.01%
385GLACIER BANCORP INC NEWGBCI23,802$958,7450.01%
386BLACKROCK MUN TARGET TERM TRBLK45,304$954,1020.01%
387CORPAY INCCPAY3,075$948,7610.01%
388TRIMBLE INCTRMB14,592$939,1470.01%
389CHEMED CORP NEWCHE1,459$936,5760.01%
390CHUBB LIMITEDCB3,595$931,4450.01%
391ISHARES TR4642871013,707$917,2210.01%
392NXP SEMICONDUCTORS N VNXPI3,687$913,6070.01%
393SHOPIFY INCSHOP11,801$910,6910.01%
394INVESCO EXCHANGE TRADED FD TIVZ12,086$904,7580.01%
395ROSS STORES INCROST6,145$901,8990.01%
396THE TRADE DESK INC88339J10510,254$896,3740.01%
397ISHARES TR46428711911,875$896,3250.01%
398FEDEX CORPFDX3,092$895,7400.01%
399ANALOG DEVICES INCADI4,526$895,1020.01%
400CITIGROUP INCC-PR14,029$887,2150.01%
401INVESCO EXCH TRADED FD TR IIIVZ9,639$876,2810.01%
402INVESCO EXCHANGE TRADED FD TIVZ15,480$873,5360.01%
403BOSTON SCIENTIFIC CORPBSX12,552$859,6920.01%
404T-MOBILE US INCTMUSZ5,185$846,3700.01%
405BROWN & BROWN INCBRO9,660$845,6360.01%
406VANGUARD INTL EQUITY INDEX F9220427427,647$844,9930.01%
407SCHWAB STRATEGIC TR80852477112,474$840,6180.01%
408INTERCONTINENTAL EXCHANGE IN45866F1046,106$839,1550.01%
409LENNAR CORPLEN-B4,849$833,8530.01%
410SPDR INDEX SHS FDS78463X50922,975$831,4830.01%
411DENALI THERAPEUTICS INCDNLI40,500$831,0600.01%
412ELEVANCE HEALTH INCELV1,593$826,1260.01%
413VANGUARD WORLD FD92204A3066,254$823,6100.01%
414WOODWARD INCWWD5,339$822,8470.01%
415CROWN CASTLE INCCCI7,770$822,2660.01%
416EOG RES INCEOG6,424$821,2040.01%
417TORO COTORO8,772$803,7780.01%
418HUMANA INCHUM2,308$800,3280.01%
419SYNOPSYS INCSNPS1,400$800,2010.01%
420INVESCO EXCH TRD SLF IDX FDIVZ37,957$795,9620.01%
421ISHARES TR4642878876,088$795,8620.01%
422EMERSON ELEC COEMR6,974$790,9970.01%
423ISHARES GOLD TRIAU18,635$782,8560.01%
424FIDELITY COVINGTON TRUST31609240230,107$778,8810.01%
425MOTOROLA SOLUTIONS INCMSI2,186$775,8210.01%
426EAST WEST BANCORP INCEWBC9,806$775,7530.01%
427HILTON WORLDWIDE HLDGS INCHLT3,616$771,3290.01%
428ISHARES TR4642874328,086$765,1140.01%
429AMERICAN ELEC PWR CO INC0255371018,857$762,6240.01%
430ISHARES TR4642877056,424$759,8620.01%
431INVESCO EXCH TRD SLF IDX FDIVZ39,350$755,9140.01%
432APPLOVIN CORPAPP10,884$753,3900.01%
433INVESCO EXCHANGE TRADED FD TIVZ12,379$747,9450.01%
434SCHWAB STRATEGIC TR80852476312,977$740,0590.01%
435WORKDAY INCWDAY2,699$736,1520.01%
436REPUBLIC SVCS INC7607591003,800$727,4720.01%
437MEDTRONIC PLCMDT8,324$725,4710.01%
438CADENCE DESIGN SYSTEM INCCDNS2,297$715,1130.01%
439FIDELITY COVINGTON TRUST3160928084,586$714,6820.01%
440AMERIPRISE FINL INC03076C1061,619$710,0040.01%
441CONSTELLATION ENERGY CORPCEG3,830$707,9480.01%
442HP INCHPQ23,395$706,9940.01%
443EDISON INTL2810201079,914$701,2520.01%
444VANECK ETF TRUST92189F48627,432$699,7890.01%
445DISCOVER FINL SVCS2547091085,321$697,5820.01%
446SYSCO CORPSYY8,356$678,3470.01%
447AON PLCAON2,024$675,4840.01%
448AMPHENOL CORP NEW0320951015,855$675,3790.01%
449ISHARES TR46428832312,535$674,5080.01%
450XCEL ENERGY INCXELLL12,477$670,6480.01%
451PAYPAL HLDGS INCPYPL9,978$668,4330.01%
452UNILEVER PLCUNLYF13,259$665,4440.01%
453ISHARES INC46434G76411,520$663,1780.01%
454SONY GROUP CORPSNEJF7,723$662,1990.01%
455PUBLIC STORAGEPSA-PS2,281$661,7400.01%
456DIMENSIONAL ETF TRUST25434V73225,889$659,9060.01%
457CARRIER GLOBAL CORPORATIONCARR11,245$653,6580.01%
458SPDR SER TR78464A8622,814$653,1290.01%
459CENCORA INCCOR2,677$650,4840.01%
460JOHNSON CTLS INTL PLCG515021059,814$641,0650.01%
461BLEND LABS INCBLND196,757$639,4600.01%
462FRANKLIN COVEY COFC16,268$638,6820.01%
463TORONTO DOMINION BK ONTTORO10,546$636,7780.01%
464DUPONT DE NEMOURS INCDD8,251$632,6060.01%
465CONFLUENT INC20717M10320,694$631,5810.01%
466PRUDENTIAL FINL INCPUKPF5,376$631,1430.01%
467HERSHEY COHSY3,233$628,7590.01%
468ECOLAB INCECL2,722$628,5100.01%
469FASTENAL COFAST8,112$625,7600.01%
470DIGITAL RLTY TR INC2538681034,320$622,2200.01%
471ENERGY TRANSFER L PET-PI39,479$620,9990.01%
472SAREPTA THERAPEUTICS INCSRPT4,796$620,8900.01%
473RPM INTL INC7496851035,199$618,4210.01%
474NUSHARES ETF TRNU8,055$614,4350.01%
475PIMCO DYNAMIC INCOME FD72201Y10131,715$611,7910.01%
476ISHARES TR4642875157,140$608,8290.01%
477TOTALENERGIES SETTE8,757$602,7440.01%
478COPART INCCPRT10,402$602,4840.01%
479MARTIN MARIETTA MATLS INC573284106973$597,3660.01%
480CARDINAL HEALTH INCCAH5,314$594,6330.01%
481GSK PLCGLAXF13,846$593,5570.01%
482TRAVELERS COMPANIES INCTRV2,556$588,2030.01%
483SCHWAB STRATEGIC TR80852473021,133$586,6480.01%
484GARMIN LTDGRMN3,927$584,5610.01%
485GE HEALTHCARE TECHNOLOGIES IGEHC6,380$579,9940.01%
486L3HARRIS TECHNOLOGIES INCLHX2,716$578,8420.01%
487SPDR SER TR78464A8706,086$577,4630.01%
488SPDR SER TR78464A8216,567$573,2630.01%
489VANGUARD SCOTTSDALE FDS92206C1029,804$569,3130.01%
490FREEPORT-MCMORAN INCFCX12,066$567,3460.01%
491PIMCO ETF TR72201R86610,640$558,2810.01%
492WORTHINGTON STL INC98210410115,522$556,4640.01%
493ISHARES TR4642875649,560$551,6080.01%
494ISHARES TR4642885885,930$548,0720.01%
495LEAR CORPLEA3,765$545,4730.01%
496BROOKFIELD INFRAST PARTNERSG1625210117,477$545,4570.01%
497CUMMINS INCCMI1,841$542,4410.01%
498PNC FINL SVCS GROUP INC6934751053,330$538,0870.01%
499ARCHER DANIELS MIDLAND COADM8,566$538,0460.01%
500FIDELITY COVINGTON TRUST31609285720,594$537,2910.01%