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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 Q2 2024 · Filed August 19, 2024 · Accession 0001398344-24-014915

Total Value
$9.41B
Positions
859
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087362,982,222$1.12B11.98%
2VANGUARD INDEX FDS9229087442,590,600$415.6M4.46%
3APPLE INCAAPL1,928,110$406.1M4.36%
4MICROSOFT CORPMSFT662,536$296.1M3.18%
5VANGUARD WHITEHALL FDS9219468102,665,667$216.7M2.33%
6SPDR S&P 500 ETF TRSPY380,033$206.8M2.22%
7AMAZON COM INCAMZN1,036,371$200.3M2.15%
8ISHARES TR4642886463,426,586$175.6M1.89%
9NVIDIA CORPORATIONNVDA1,366,347$168.8M1.81%
10VANGUARD BD INDEX FDS9219378192,193,072$164.2M1.76%
11ALPHABET INCGOOG869,170$158.3M1.70%
12ISHARES TR4642872261,622,294$157.5M1.69%
13BROADCOM INCAVGO94,670$152.0M1.63%
14VANGUARD INTL EQUITY INDEX F9220428583,323,598$145.4M1.56%
15JPMORGAN CHASE & CO.VYLD649,478$131.4M1.41%
16VANGUARD INDEX FDS922908538518,452$119.0M1.28%
17ISHARES TR46429B2675,004,200$112.9M1.21%
18COSTCO WHSL CORP NEW22160K105129,671$110.2M1.18%
19VANGUARD INDEX FDS922908512730,634$109.9M1.18%
20SELECT SECTOR SPDR TR81369Y803483,457$109.4M1.17%
21ISHARES TR464288414908,244$96.8M1.04%
22EXXON MOBIL CORPXOM779,067$89.7M0.96%
23META PLATFORMS INCMETA177,779$89.6M0.96%
24NEXTERA ENERGY INCNEE-PW1,161,258$82.2M0.88%
25DIMENSIONAL ETF TRUST25434V6091,560,315$80.9M0.87%
26DIMENSIONAL ETF TRUST25434V6662,665,035$77.0M0.83%
27VANGUARD INDEX FDS922908595296,155$74.1M0.80%
28DIMENSIONAL ETF TRUST25434V2032,469,283$73.3M0.79%
29Johnson & JohnsonJNJ500,193$73.1M0.79%
30ISHARES TR4642883561,273,710$72.4M0.78%
31HCA HEALTHCARE INCHCA225,146$72.3M0.78%
32DIMENSIONAL ETF TRUST25434V8152,512,223$72.3M0.78%
33HONEYWELL INTL INC438516106337,380$72.0M0.77%
34STRYKER CORPORATIONSYK189,265$64.4M0.69%
35ISHARES TR464287614171,604$62.6M0.67%
36DIMENSIONAL ETF TRUST25434V8071,735,983$62.4M0.67%
37AMERICAN TOWER CORP NEW03027X100315,322$61.3M0.66%
38VISA INCV228,870$60.1M0.65%
39CISCO SYS INCCSCO1,262,765$60.0M0.64%
40SELECT SECTOR SPDR TR81369Y100677,526$59.8M0.64%
41ISHARES TR4642888771,108,560$58.8M0.63%
42RTX CORPORATIONRTX547,373$55.0M0.59%
43PEPSICO INCPEP331,969$54.8M0.59%
44ISHARES TR464287598311,955$54.4M0.58%
45MCDONALDS CORPMCD202,375$51.6M0.55%
46ALLSTATE CORPALL-PJ316,988$50.6M0.54%
47J P MORGAN EXCHANGE TRADED F46641Q2741,082,805$50.2M0.54%
48KEYSIGHT TECHNOLOGIES INCKEYS355,708$48.6M0.52%
49BlackRock IncBLK60,032$47.3M0.51%
50S&P Global IncSPGI105,910$47.2M0.51%
51UNION PAC CORPUNP203,750$46.1M0.50%
52DISNEY WALT CO254687106454,804$45.2M0.49%
53VANGUARD INDEX FDS922908769167,682$44.9M0.48%
54INVESCO QQQ TRIVZ92,074$44.1M0.47%
55ISHARES TR46428720080,026$43.8M0.47%
56Unitedhealth Group IncUNH83,651$42.6M0.46%
57ISHARES TR464288885411,293$42.1M0.45%
58SELECT SECTOR SPDR TR81369Y308538,754$41.3M0.44%
59SPDR SER TR78468R663446,544$41.0M0.44%
60Zoetis IncZTS230,512$40.0M0.43%
61ISHARES TR46435G516497,450$39.2M0.42%
62ALPHABET INCGOOG209,330$38.4M0.41%
63VANGUARD MUN BD FDS922907746725,620$36.4M0.39%
64COMCAST CORP NEWCCZ861,962$33.8M0.36%
65VANGUARD WHITEHALL FDS921946885533,201$33.5M0.36%
66VANGUARD TAX-MANAGED FDS921943858677,516$33.5M0.36%
67DIMENSIONAL ETF TRUST25434V708994,264$32.1M0.34%
68DIMENSIONAL ETF TRUST25434V3021,213,452$31.4M0.34%
69INVESCO EXCH TRADED FD TR IIIVZ1,306,170$30.9M0.33%
70ISHARES INC46434G103573,095$30.7M0.33%
71SELECT SECTOR SPDR TR81369Y407166,394$30.4M0.33%
72VANECK ETF TRUST92189F643339,193$29.4M0.32%
73ELI LILLY & COLLY31,326$28.4M0.30%
74TIDAL ETF TR8863648501,085,606$28.0M0.30%
75SOUTHERN COSOMN352,555$27.3M0.29%
76VANGUARD INDEX FDS92290836353,916$27.0M0.29%
77Valero Energy CorpVLO171,523$26.9M0.29%
78SEMPRASREA351,001$26.7M0.29%
79NIKE INCNKE346,650$26.1M0.28%
80TJX COS INC NEW872540109221,497$24.4M0.26%
81VANGUARD SPECIALIZED FUNDS921908844131,503$24.0M0.26%
82INDEXIQ ETF TR45409B107758,377$23.5M0.25%
83MERCK & CO INCMRK189,662$23.5M0.25%
84HOME DEPOT INCHD67,866$23.4M0.25%
85ROCKWELL AUTOMATION INCROK83,195$22.9M0.25%
86GLOBAL PMTS INC37940X102236,252$22.8M0.25%
87Skywest IncSKYW257,540$21.1M0.23%
88VANGUARD INDEX FDS92290875196,432$21.0M0.23%
89OREILLY AUTOMOTIVE INC67103H10719,485$20.6M0.22%
90FIDELITY COVINGTON TRUST316092832414,759$20.0M0.21%
91Xylem IncXYL144,288$19.6M0.21%
92INVESCO EXCH TRADED FD TR IIIVZ760,405$18.8M0.20%
93INVESCO EXCHANGE TRADED FD TIVZ498,458$18.3M0.20%
94SPDR SER TR78468R556121,881$17.7M0.19%
95QUALCOMM IncQCOM88,399$17.6M0.19%
96BANK AMERICA CORP060505104437,324$17.4M0.19%
97CHEVRON CORP NEWCVX111,051$17.4M0.19%
98LOWES COS INC54866110774,679$16.5M0.18%
99PROCTER AND GAMBLE CO74271810998,247$16.2M0.17%
100SPDR S&P MIDCAP 400 ETF TRMDY30,236$16.2M0.17%
101ISHARES TR464287507273,379$16.0M0.17%
102ABBVIE INCABBV91,049$15.6M0.17%
103APPLIED MATLS INC03822210558,852$13.9M0.15%
104J P MORGAN EXCHANGE TRADED F46654Q815265,307$13.3M0.14%
105DIMENSIONAL ETF TRUST25434V500210,766$12.7M0.14%
106TESLA INCTSLA63,648$12.6M0.14%
107ISHARES TR464287465157,645$12.3M0.13%
108Oracle CorpORCL-PD84,370$11.9M0.13%
109ISHARES TR464287804109,468$11.7M0.13%
110Netflix IncNFLX17,290$11.7M0.13%
111MCKESSON CORPMCK19,454$11.4M0.12%
112AMERICAN CENTY ETF TR025072877125,702$11.3M0.12%
113WALMART INCWMT164,143$11.1M0.12%
114WELLS FARGO CO NEW949746101179,282$10.6M0.11%
115DIMENSIONAL ETF TRUST25434V724259,672$10.2M0.11%
116ISHARES TR464287309109,786$10.2M0.11%
117Cintas CorpCTAS14,185$9.9M0.11%
118SELECT SECTOR SPDR TR81369Y852114,901$9.8M0.11%
119SELECT SECTOR SPDR TR81369Y605236,750$9.7M0.10%
120VANGUARD INDEX FDS92290865257,126$9.6M0.10%
121ISHARES TR46428748185,521$9.4M0.10%
122NOVO-NORDISK A SNONOF65,844$9.4M0.10%
123PFIZER INCPFE335,241$9.4M0.10%
124DIMENSIONAL ETF TRUST25434V880367,359$9.3M0.10%
125AMGEN INCAMGN29,828$9.3M0.10%
126FAIR ISAAC CORPFICO6,209$9.2M0.10%
127NEXTERA ENERGY PARTNERS LPNEE-PW328,395$9.1M0.10%
128Advanced Micro Devices IncAMD55,566$9.0M0.10%
129ISHARES TR464288810156,849$8.8M0.09%
130SPDR GOLD TRGLD40,533$8.7M0.09%
131ISHARES TR46428765542,812$8.7M0.09%
132SELECT SECTOR SPDR TR81369Y50694,514$8.6M0.09%
133THERMO FISHER SCIENTIFIC INCTMO14,991$8.3M0.09%
134SELECT SECTOR SPDR TR81369Y20956,335$8.2M0.09%
135ISHARES TR46428763053,892$8.2M0.09%
136ISHARES TR46435G243327,518$8.0M0.09%
137CVS HEALTH CORPCVS135,416$8.0M0.09%
138Northrop Grumman CorpNOC18,338$8.0M0.09%
139SCHWAB STRATEGIC TR80852430079,176$8.0M0.09%
140TransDigm Group IncTDG6,115$7.8M0.08%
141VANGUARD WORLD FD92204A70213,433$7.7M0.08%
142SALESFORCE INCCRM30,031$7.7M0.08%
143ACCENTURE PLC IRELANDACN24,816$7.5M0.08%
144INVESCO EXCHANGE TRADED FD TIVZ44,444$7.3M0.08%
145GRAINGER W W INC3848021048,041$7.3M0.08%
146MASTERCARD INCORPORATEDMA16,355$7.2M0.08%
147ISHARES TR46428740838,668$7.0M0.08%
148ISHARES TR46434VBG4276,930$7.0M0.07%
149Boeing CoBA-PA37,652$6.9M0.07%
150VANGUARD WHITEHALL FDS92194640657,673$6.8M0.07%
151VANGUARD WORLD FD92204A50425,600$6.8M0.07%
152VANECK ETF TRUST92189F67625,611$6.7M0.07%
153ISHARES TR46435U663172,538$6.6M0.07%
154SPDR DOW JONES INDL AVERAGE78467X10916,891$6.6M0.07%
155CROWDSTRIKE HLDGS INCCRWD17,181$6.6M0.07%
156INTUITIVE SURGICAL INCISRG14,787$6.6M0.07%
157VANGUARD INDEX FDS92290861134,836$6.4M0.07%
158VANGUARD INDEX FDS92290862926,114$6.3M0.07%
159ISHARES TR46435U184270,755$6.3M0.07%
160ISHARES TR46435U168269,020$6.3M0.07%
161COCA COLA COKO98,187$6.2M0.07%
162ISHARES TR46428764823,726$6.2M0.07%
163EATON CORP PLCETN19,785$6.2M0.07%
164SCHWAB STRATEGIC TR80852420196,206$6.2M0.07%
165Starbucks CorpSBUX77,945$6.1M0.07%
166ISHARES TR46428762220,294$6.0M0.06%
167Lockheed Martin CorpLMT12,886$6.0M0.06%
168ISHARES TR46428815856,752$5.9M0.06%
169KLA CORPKLAC7,172$5.9M0.06%
170DANAHER CORPORATION23585110223,472$5.9M0.06%
171Uber Technologies IncUBER79,070$5.7M0.06%
172ISHARES TR46429B69768,185$5.7M0.06%
173ABBOTT LABSABLZF53,288$5.5M0.06%
174INTERNATIONAL BUSINESS MACHSINTR31,481$5.4M0.06%
175SPDR SER TR78468R52354,368$5.4M0.06%
176SCHWAB STRATEGIC TR808524805139,517$5.4M0.06%
177MORGAN STANLEY ETF TRUSTMS-PQ93,264$5.3M0.06%
178VANGUARD BD INDEX FDS92193783571,868$5.2M0.06%
179General Dynamics CorpGD17,740$5.1M0.06%
180ISHARES TR46428760657,036$5.0M0.05%
181AMERICAN EXPRESS COAXP21,682$5.0M0.05%
182VANGUARD WELLINGTON FD92193580544,308$5.0M0.05%
183DIREXION SHS ETF TR25459W10251,330$5.0M0.05%
184ADOBE INCADBE8,939$5.0M0.05%
185SPDR SER TR78464A76338,491$4.9M0.05%
186ISHARES TR46434V62183,968$4.8M0.05%
187ISHARES TR46434VBD1192,210$4.8M0.05%
188SCHWAB STRATEGIC TR80852479760,935$4.7M0.05%
189SELECT SECTOR SPDR TR81369Y70438,515$4.7M0.05%
190VERIZON COMMUNICATIONS INCVZ112,486$4.6M0.05%
191AUTOMATIC DATA PROCESSING INADP19,408$4.6M0.05%
192ISHARES TR46428768914,912$4.6M0.05%
193ISHARES TR46432F84261,830$4.5M0.05%
194J P MORGAN EXCHANGE TRADED F46641Q33276,862$4.4M0.05%
195J P MORGAN EXCHANGE TRADED F46641Q65485,100$4.3M0.05%
196ENTERPRISE PRODS PARTNERS L293792107147,894$4.3M0.05%
197Colgate Palmolive CoCL43,863$4.3M0.05%
198TEXAS INSTRS INC88250810421,491$4.2M0.04%
199LAM RESEARCH CORPLRCX3,857$4.1M0.04%
200ISHARES TR46428747333,527$4.0M0.04%
201PAYCHEX INCPAYX33,082$3.9M0.04%
202Becton Dickinson & CoBDX16,706$3.9M0.04%
203CATERPILLAR INCCAT11,632$3.9M0.04%
204ISHARES TR46435U515154,579$3.8M0.04%
205WISDOMTREE TRWT52,092$3.8M0.04%
206TAIWAN SEMICONDUCTOR MFG LTD87403910021,499$3.7M0.04%
207Dover CorpDOV20,472$3.7M0.04%
208UNITED PARCEL SERVICE INCUPS26,943$3.7M0.04%
209INVESCO EXCHANGE TRADED FD TIVZ37,613$3.7M0.04%
210INTUITINTU5,565$3.7M0.04%
211ConocoPhillipsCOP31,559$3.6M0.04%
212SPDR SER TR78464A375108,766$3.5M0.04%
213AMERICAN CENTY ETF TR02507260457,144$3.5M0.04%
214VANGUARD SCOTTSDALE FDS92206C40945,132$3.5M0.04%
215NUSHARES ETF TRNU91,935$3.5M0.04%
216J P MORGAN EXCHANGE TRADED F46641Q83768,553$3.5M0.04%
217ISHARES TR46428787935,407$3.4M0.04%
218ISHARES TR46428723479,057$3.4M0.04%
219SELECT SECTOR SPDR TR81369Y88648,842$3.3M0.04%
220BOOKING HOLDINGS INCBKNG832$3.3M0.04%
221ISHARES TR46428825729,160$3.3M0.04%
222Gilead Sciences IncGILD47,459$3.3M0.03%
223ISHARES INC46434G86396,914$3.2M0.03%
224ISHARES TR46428766336,720$3.2M0.03%
225SPDR SER TR78464A474108,376$3.2M0.03%
226US BANCORP DELUSB-PS81,040$3.2M0.03%
227STEEL DYNAMICS INCSTLD24,746$3.2M0.03%
228INTEL CORPINTC103,379$3.2M0.03%
229SCHWAB STRATEGIC TR80852440942,282$3.1M0.03%
230ARES MANAGEMENT CORPORATIONARES-PB23,094$3.1M0.03%
231GE AEROSPACE36960430119,317$3.1M0.03%
232AIR PRODS & CHEMS INCAIIR11,717$3.0M0.03%
233ISHARES TR46435GAA0125,557$3.0M0.03%
234VANGUARD INDEX FDS92290863711,798$2.9M0.03%
235INVESCO EXCH TRD SLF IDX FDIVZ153,047$2.9M0.03%
236WASTE MGMT INC DEL94106L10913,766$2.9M0.03%
237Ecolab IncECL12,278$2.9M0.03%
238GOLUB CAP BDC INC38173M102185,001$2.9M0.03%
239ISHARES TR46432F38827,450$2.8M0.03%
240CHIPOTLE MEXICAN GRILL INCCMG44,447$2.8M0.03%
241MARATHON PETE CORPMARA15,637$2.7M0.03%
242BLACKSTONE INCBX21,909$2.7M0.03%
243UNITED BANKSHARES INC WEST VUNTCW83,500$2.7M0.03%
244ISHARES TR46435U54956,810$2.6M0.03%
245VANGUARD STAR FDS92190976843,912$2.6M0.03%
246SCHWAB STRATEGIC TR80852460754,233$2.6M0.03%
247GENERAL MTRS CO37045V10055,246$2.6M0.03%
248SOFI TECHNOLOGIES INCSOFI382,844$2.5M0.03%
249ISHARES TR46428752310,176$2.5M0.03%
250DUKE ENERGY CORP NEWDUKB24,735$2.5M0.03%
251SPDR SER TR78464A40930,607$2.5M0.03%
252BERKSHIRE HATHAWAY INC DELBRK-A4$2.4M0.03%
253PHILIP MORRIS INTL INC71817210923,692$2.4M0.03%
254ISHARES TR46428717622,413$2.4M0.03%
255SCHWAB STRATEGIC TR80852470688,567$2.4M0.03%
256KIMBERLY-CLARK CORPKMB16,784$2.3M0.02%
257EMERSON ELEC COEMR20,983$2.3M0.02%
258ISHARES TR46432F33913,516$2.3M0.02%
259Vertex Pharmaceuticals IncVRTX4,909$2.3M0.02%
260PIMCO ETF TR72201R77524,517$2.2M0.02%
261VANGUARD SCOTTSDALE FDS92206C70637,927$2.2M0.02%
262AT&T INCT-PC115,159$2.2M0.02%
263Micron Technology IncMU16,686$2.2M0.02%
264VANECK ETF TRUST92189H73067,350$2.2M0.02%
265ISHARES TR46428715018,111$2.2M0.02%
266INVESCO EXCH TRADED FD TR IIIVZ33,039$2.1M0.02%
267FIDELITY COVINGTON TRUST31609284045,769$2.1M0.02%
268ISHARES TR46428876016,077$2.1M0.02%
269FIDELITY COVINGTON TRUST31609220426,192$2.1M0.02%
270SIMPSON MFG INC82907310512,483$2.1M0.02%
271ISHARES TR46428784615,873$2.1M0.02%
272ISHARES TR46428749925,847$2.1M0.02%
273FIDELITY COVINGTON TRUST31609250135,929$2.1M0.02%
274TARGET CORPTGT14,052$2.1M0.02%
275ISHARES SILVER TRSLV78,229$2.1M0.02%
276KINDER MORGAN INC DELEP-PC104,001$2.1M0.02%
277Realty Income CorpO39,001$2.1M0.02%
278VANECK ETF TRUST92189F10660,654$2.1M0.02%
279SCHWAB CHARLES CORPSCHW-PJ27,596$2.0M0.02%
280Genuine Parts CoGPC14,598$2.0M0.02%
281INVESCO EXCHANGE TRADED FD TIVZ20,342$2.0M0.02%
282VANGUARD INDEX FDS92290855323,665$2.0M0.02%
283FIRST AMERN FINL CORP31847R10236,506$2.0M0.02%
284VIATRIS INCVTRS184,903$2.0M0.02%
285INVESCO EXCH TRADED FD TR IIIVZ85,500$2.0M0.02%
286SELECT SECTOR SPDR TR81369Y86051,098$2.0M0.02%
287FIRST TR EXCHANGE-TRADED FD33733E3029,556$2.0M0.02%
288BROWN FORMAN CORPBF-B44,710$1.9M0.02%
289EDWARDS LIFESCIENCES CORPEW20,791$1.9M0.02%
290Deere & CoDE5,069$1.9M0.02%
291VANGUARD CHARLOTTE FDS92203J40738,693$1.9M0.02%
292ISHARES TR46432F83427,578$1.9M0.02%
293Fiserv IncFISV12,276$1.8M0.02%
294ENSIGN GROUP INCENSG14,762$1.8M0.02%
295SCHWAB STRATEGIC TR80852475551,295$1.8M0.02%
296ISHARES TR46428767114,094$1.8M0.02%
297YUM Brands IncYUM13,563$1.8M0.02%
298THE CIGNA GROUP1255231005,434$1.8M0.02%
299QUANTA SVCS INC74762E1026,994$1.8M0.02%
300PROSHARES TR74348A46718,263$1.8M0.02%
301ISHARES TR46428828119,839$1.8M0.02%
302ISHARES TR46428772111,643$1.8M0.02%
303ServiceNow IncNOW2,206$1.7M0.02%
304ALTRIA GROUP INCMO38,045$1.7M0.02%
305WISDOMTREE TRWT34,336$1.7M0.02%
306PACCAR IncPCAR16,635$1.7M0.02%
307VANGUARD WORLD FD92204A2078,431$1.7M0.02%
308AMERICAN CENTY ETF TR02507280226,282$1.7M0.02%
309Morgan StanleyMS-PQ17,551$1.7M0.02%
310BROADRIDGE FINL SOLUTIONS IN11133T1038,562$1.7M0.02%
311DIMENSIONAL ETF TRUST25434V40128,057$1.7M0.02%
312BRISTOL-MYERS SQUIBB COCELG-RI39,416$1.6M0.02%
313ASML HOLDING N VASMLF1,593$1.6M0.02%
314DIREXION SHS ETF TR25459W45829,376$1.6M0.02%
315Palo Alto Networks IncPANW4,782$1.6M0.02%
316Chubb LimitedCB6,338$1.6M0.02%
317MONDELEZ INTL INC60920710524,523$1.6M0.02%
318SPDR SER TR78468R85337,557$1.6M0.02%
319SCHWAB STRATEGIC TR80852410224,678$1.6M0.02%
320CSX CorpCSX46,373$1.6M0.02%
321GAMING & LEISURE PPTYS INC36467J10833,990$1.5M0.02%
322SCHWAB STRATEGIC TR80852477122,892$1.5M0.02%
323ISHARES TR46436E71815,074$1.5M0.02%
324Goldman Sachs Group IncGSCE3,349$1.5M0.02%
325VANGUARD WORLD FD92191084012,739$1.5M0.02%
326MARRIOTT INTL INC NEW5719032026,138$1.5M0.02%
3273M COMMM14,487$1.5M0.02%
328ProLogis Inc.PLDGP12,926$1.5M0.02%
329ISHARES TR46428857013,937$1.4M0.02%
330NEWMONT CORPNEMCL34,414$1.4M0.02%
331SPDR SER TR78464A80521,484$1.4M0.02%
332WISDOMTREE TRWT30,293$1.4M0.02%
333SPDR SER TR78464A35919,588$1.4M0.02%
334VANECK MERK GOLD TROUNZ62,300$1.4M0.02%
335PARKER-HANNIFIN CORPPH2,731$1.4M0.01%
336GENERAL MLS INC37033410421,629$1.4M0.01%
337VANGUARD SCOTTSDALE FDS92206C87017,073$1.4M0.01%
338ASTRAZENECA PLCAZN17,052$1.3M0.01%
339ISHARES TR46429B66312,211$1.3M0.01%
340MICROCHIP TECHNOLOGY INC.MCHPP14,461$1.3M0.01%
341REGENERON PHARMACEUTICALSREGN1,258$1.3M0.01%
342ISHARES TR46435G42511,073$1.3M0.01%
343ISHARES TR46429B74713,134$1.3M0.01%
344IRON MTN INC DEL46284V10114,558$1.3M0.01%
345INVESCO EXCHANGE TRADED FD TIVZ21,028$1.3M0.01%
346SPDR INDEX SHS FDS78463X88936,954$1.3M0.01%
347IDEXX LABS INC45168D1042,639$1.3M0.01%
348BLACKROCK CR ALLOCATION INCOBLK119,422$1.3M0.01%
349Sunrun IncRUN106,685$1.3M0.01%
350NOVARTIS AGNVSEF11,793$1.3M0.01%
351SCHWAB STRATEGIC TR80852476322,802$1.3M0.01%
352AGILENT TECHNOLOGIES INCA9,616$1.2M0.01%
353ISHARES TR4642875568,964$1.2M0.01%
354VANGUARD INTL EQUITY INDEX F92204277520,857$1.2M0.01%
355COINBASE GLOBAL INCCOIN5,492$1.2M0.01%
356ONEOK INC NEWOKE14,768$1.2M0.01%
357VANGUARD WORLD FD92191073312,376$1.2M0.01%
358CDW CORPCDW5,289$1.2M0.01%
359BROWN FORMAN CORPBF-B26,622$1.2M0.01%
360VANGUARD INTL EQUITY INDEX F92204287417,583$1.2M0.01%
361KRAFT HEINZ COKHC36,407$1.2M0.01%
362INVESCO EXCHANGE TRADED FD TIVZ24,663$1.2M0.01%
363SHERWIN WILLIAMS COSHW3,896$1.2M0.01%
364NORFOLK SOUTHN CORP6558441085,384$1.2M0.01%
365Phillips 66PSX8,184$1.2M0.01%
366FIDELITY WISE ORIGIN BITCOINFBTC21,992$1.2M0.01%
367FedEx CorpFDX3,829$1.1M0.01%
368ISHARES TR4642871689,459$1.1M0.01%
369Analog Devices IncADI4,983$1.1M0.01%
370AON PLCAON3,818$1.1M0.01%
371SPDR SER TR78464A50822,849$1.1M0.01%
372CITIGROUP INCC-PR17,342$1.1M0.01%
373SPDR SER TR78464A69822,371$1.1M0.01%
374VANGUARD WHITEHALL FDS92194679415,966$1.1M0.01%
375THE TRADE DESK INC88339J10511,132$1.1M0.01%
376Linde plcLIN2,463$1.1M0.01%
377WORTHINGTON ENTERPRISES INCWOR22,766$1.1M0.01%
378ILLINOIS TOOL WKS INC4523081094,513$1.1M0.01%
379Ametek IncAME6,330$1.1M0.01%
380Brown & Brown IncBRO11,725$1.0M0.01%
381T-Mobile US IncTMUSZ5,906$1.0M0.01%
382D R HORTON INC23331A1097,345$1.0M0.01%
383SPDR SER TR78468R78825,524$1.0M0.01%
384ISHARES U S ETF TR46431W50720,397$1.0M0.01%
385ELEVANCE HEALTH INCELV1,882$1.0M0.01%
386ISHARES TR46429B33323,629$1.0M0.01%
387VANGUARD BD INDEX FDS92193782713,258$1.0M0.01%
388VANGUARD WORLD FD92204A8766,841$1.0M0.01%
389Boston Scientific CorpBSX13,066$1.0M0.01%
390HILTON WORLDWIDE HLDGS INCHLT4,584$1.0M0.01%
391ENBRIDGE INCENNPF28,051$998,3350.01%
392GOLDMAN SACHS ETF TRNVGLF30,387$992,7430.01%
393Consolidated Edison IncED11,014$984,8830.01%
394SHELL PLCRYDAF13,626$983,5410.01%
395INVESCO EXCHANGE TRADED FD TIVZ15,647$982,7780.01%
396HP INCHPQ27,844$975,0920.01%
397NXP SEMICONDUCTORS N VNXPI3,605$969,9570.01%
398MEDTRONIC PLCMDT12,255$964,6230.01%
399ISHARES TR46435UAA939,860$945,8780.01%
400APPLOVIN CORPAPP11,342$943,8810.01%
401BLACKROCK MUN TARGET TERM TRBLK45,304$940,9640.01%
402Eversource EnergyES16,487$934,9890.01%
403UNITED RENTALS INCURI1,443$933,5120.01%
404ISHARES TR4642871013,520$930,4130.01%
405FORD MTR CO DEL34537086074,184$930,2680.01%
406SCHWAB STRATEGIC TR80852450811,928$928,3750.01%
407VANGUARD INTL EQUITY INDEX F9220427428,231$927,0040.01%
408CONSTELLATION ENERGY CORPCEG4,615$924,2200.01%
409CARRIER GLOBAL CORPORATIONCARR14,589$920,2710.01%
410INTERCONTINENTAL EXCHANGE IN45866F1046,665$912,4090.01%
411CENTENE CORP DELCNC13,667$906,1340.01%
412ISHARES TR4642878877,033$903,3030.01%
413INVESCO EXCHANGE TRADED FD TIVZ23,672$898,3650.01%
414CENCORA INCCOR3,983$897,2750.01%
415DECKERS OUTDOOR CORPDECK923$893,4180.01%
416SYNOPSYS INCSNPS1,494$888,8240.01%
417VANGUARD WORLD FD92204A1082,841$887,3980.01%
418Glacier Bancorp Inc NewGBCI23,583$880,1180.01%
419DOW INCDOW16,575$879,2980.01%
420Humana IncHUM2,311$863,5460.01%
421AMERICAN ELEC PWR CO INC0255371019,826$862,1600.01%
422Woodward IncWWD4,943$861,9600.01%
423INVESCO EXCH TRADED FD TR IIIVZ9,639$819,7010.01%
424INVESCO EXCHANGE TRADED FD TIVZ12,086$819,5520.01%
425GE VERNOVA INCGEV4,682$803,0100.01%
426EOG RES INCEOG6,346$798,7450.01%
427ISHARES GOLD TRIAU18,077$794,1230.01%
428Sony Group CorpSNEJF9,315$791,3090.01%
429PUBLIC STORAGE OPER COPSA-PS2,747$790,0580.01%
430AKAMAI TECHNOLOGIES INCAKAM8,705$784,1530.01%
431CLOROX CO DELCLX5,743$783,7810.01%
432INVESCO EXCH TRD SLF IDX FDIVZ37,045$780,1720.01%
433EDISON INTL28102010710,851$779,2370.01%
434AMERIPRISE FINL INC03076C1061,815$775,1700.01%
435Sarepta Therapeutics IncSRPT4,899$774,0420.01%
436TORO COTORO8,195$766,3140.01%
437BARRETT BUSINESS SVCS INC06846310823,141$758,3360.01%
438FLEXSHARES TRFLEX18,864$757,2100.01%
439NU SKIN ENTERPRISES INCNUS71,814$756,9200.01%
440FIDELITY COVINGTON TRUST31609240229,983$752,2760.01%
441REPUBLIC SVCS INC7607591003,860$750,1520.01%
442CROWN CASTLE INCCCI7,658$748,2000.01%
443INVESCO EXCHANGE TRADED FD TIVZ11,769$747,8200.01%
444INVESCO EXCH TRD SLF IDX FDIVZ38,973$747,3080.01%
445TRIMBLE INCTRMB13,360$747,0960.01%
446SPDR INDEX SHS FDS78463X50919,774$744,8890.01%
447VANGUARD WORLD FD92204A3065,839$744,8410.01%
448CADENCE DESIGN SYSTEM INCCDNS2,416$743,4130.01%
449PRUDENTIAL FINL INCPUKPF6,339$742,9140.01%
450ISHARES TR4642877056,529$740,8270.01%
451Dupont De Nemours IncDD9,157$737,0350.01%
452lululemon Athletica IncLULU2,466$736,6350.01%
453UNILEVER PLCUNLYF13,221$726,9980.01%
454CHEMED CORP NEWCHE1,329$721,0890.01%
455DISCOVER FINL SVCS2547091085,510$720,8150.01%
456ISHARES TR4642871198,850$720,4790.01%
457SPDR SER TR78468R79616,145$720,0710.01%
458VANGUARD SCOTTSDALE FDS92206C77115,851$719,6350.01%
459EXTRA SPACE STORAGE INCEXR4,618$717,6420.01%
460INVESCO EXCHANGE TRADED FD TIVZ15,554$711,5970.01%
461LENNAR CORPLEN-B4,744$710,9280.01%
462SYSCO CORPSYY9,926$708,6490.01%
463ISHARES TR46428776211,560$708,3080.01%
464SNAP INCSNAP42,300$702,5990.01%
465VANECK ETF TRUST92189F48627,449$700,2160.01%
466FIDELITY COVINGTON TRUST3160928084,077$699,2390.01%
467EAST WEST BANCORP INCEWBC9,543$698,8340.01%
468SPDR SER TR78464A8622,814$696,4090.01%
469DIMENSIONAL ETF TRUST25434V73225,971$694,2170.01%
470PG&E CORPPCG-PX39,018$681,2600.01%
471ISHARES TR46428832312,735$679,9220.01%
472PACIFIC PREMIER BANCORP69478X10529,046$667,1870.01%
473HERSHEY COHSY3,613$664,2040.01%
474ENERGY TRANSFER L PET-PI40,794$661,6820.01%
475Motorola Solutions IncMSI1,705$658,3920.01%
476Xcel Energy IncXELLL12,324$658,2040.01%
477ROSS STORES INCROST4,516$656,2870.01%
478NUSHARES ETF TRNU8,072$655,1240.01%
479DIGITAL RLTY TR INC2538681034,301$653,8990.01%
480SHOPIFY INCSHOP9,894$653,5050.01%
481HEWLETT PACKARD ENTERPRISE CHPE-PC30,741$650,7860.01%
482FREEPORT-MCMORAN INCFCX13,348$648,6930.01%
483JOHNSON CTLS INTL PLCG515021059,752$648,2320.01%
484PAYPAL HLDGS INCPYPL11,053$641,3990.01%
485Garmin LtdGRMN3,928$640,0220.01%
486VANGUARD SCOTTSDALE FDS92206C10210,833$628,1840.01%
487ARCHER DANIELS MIDLAND COADM10,249$619,5720.01%
488Franklin Covey CoFC16,268$618,1840.01%
489VANGUARD WORLD FD9219108161,966$617,6830.01%
490ISHARES TR4642875496,493$612,3450.01%
491L3HARRIS TECHNOLOGIES INCLHX2,685$602,9760.01%
492SPDR SER TR78464A8549,400$601,6160.01%
493ISHARES TR4642875156,880$597,8720.01%
494FIDELITY COVINGTON TRUST31609A40421,090$597,6900.01%
495FIDELITY COVINGTON TRUST31609A10720,915$597,3190.01%
496EA SERIES TRUST02072L72219,817$593,3210.01%
497TotalEnergies SETTE8,887$592,5850.01%
498Corning IncGLW15,082$585,9330.01%
499ISHARES TR4642874326,354$583,1410.01%
500Autodesk IncADSK2,353$582,2460.01%