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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

Modera Wealth Management, LLC

Quarter ended Q3 2024 · Filed October 24, 2024 · Accession 0001398344-24-019314

Total Value
$7.86B
Positions
604
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1EQT CORPEQT15,351,924$562.5M7.18%
2VANGUARD INDEX FDS9229087361,132,101$434.6M5.55%
3VANGUARD TAX-MANAGED FDS9219438585,540,320$292.6M3.73%
4VANGUARD SPECIALIZED FUNDS9219088441,373,644$272.1M3.47%
5VANGUARD INDEX FDS9229087441,506,793$263.0M3.36%
6ISHARES TR46432F8423,136,225$244.8M3.12%
7APPLE INCAAPL890,979$207.6M2.65%
8ISHARES TR4642878041,636,314$191.4M2.44%
9ISHARES TR46429B7471,811,595$183.6M2.34%
10MICROSOFT CORPMSFT419,518$180.5M2.30%
11DIMENSIONAL ETF TRUST25434V7085,176,446$177.5M2.27%
12ISHARES TR4642882732,271,038$153.7M1.96%
13ISHARES TR464287200258,575$149.2M1.90%
14DIMENSIONAL ETF TRUST25434V1043,680,477$146.1M1.86%
15ISHARES TR4642888771,954,667$112.5M1.44%
16ISHARES TR464287614278,159$104.4M1.33%
17DIMENSIONAL ETF TRUST25434V8072,623,512$99.9M1.28%
18DIMENSIONAL ETF TRUST25434V7242,390,093$99.6M1.27%
19ISHARES TR464287663976,239$93.2M1.19%
20ISHARES TR464287598451,789$85.7M1.09%
21ISHARES TR464287879763,500$82.2M1.05%
22VANGUARD INTL EQUITY INDEX F9220428581,707,535$81.7M1.04%
23DIMENSIONAL ETF TRUST25434V8152,565,849$79.0M1.01%
24LOWES COS INC548661107290,689$78.7M1.00%
25AMERICAN CENTY ETF TR025072885807,616$76.8M0.98%
26BROADCOM INCAVGO440,582$76.0M0.97%
27ISHARES INC46434G1031,315,031$75.5M0.96%
28ISHARES TR464287309762,055$73.0M0.93%
29DIMENSIONAL ETF TRUST25434V4011,167,132$72.6M0.93%
30VANGUARD SCOTTSDALE FDS92206C409847,465$67.3M0.86%
31VANGUARD INDEX FDS922908611315,793$63.4M0.81%
32ALPHABET INCGOOG373,457$62.4M0.80%
33BLACKROCK INCBLK60,716$57.7M0.74%
34SPDR S&P 500 ETF TRSPY92,366$53.0M0.68%
35ISHARES TR464287507831,242$51.8M0.66%
36JPMORGAN CHASE & CO.VYLD235,776$49.7M0.63%
37DIMENSIONAL ETF TRUST25434V609871,542$48.5M0.62%
38TAIWAN SEMICONDUCTOR MFG LTD874039100276,112$48.0M0.61%
39BERKSHIRE HATHAWAY INC DELBRK-A102,702$47.3M0.60%
40ELI LILLY & COLLY53,136$47.1M0.60%
41VANGUARD SCOTTSDALE FDS92206C680483,195$46.6M0.60%
42ISHARES TR464287465556,501$46.5M0.59%
43CISCO SYS INCCSCO853,125$45.4M0.58%
44AMAZON COM INCAMZN242,503$45.2M0.58%
45NOVO-NORDISK A SNONOF368,775$43.9M0.56%
46ISHARES TR464287655184,625$40.8M0.52%
47VANGUARD BD INDEX FDS921937819490,391$38.4M0.49%
48J P MORGAN EXCHANGE TRADED F46641Q407320,109$38.3M0.49%
49SCHWAB STRATEGIC TR808524201558,041$37.9M0.48%
50JOHNSON & JOHNSONJNJ232,749$37.7M0.48%
51VANGUARD INDEX FDS922908769133,045$37.7M0.48%
52VISA INCV134,946$37.1M0.47%
53AMGEN INCAMGN113,208$36.5M0.47%
54WILLIAMS SONOMA INCWSM233,613$36.2M0.46%
55HOME DEPOT INCHD83,343$33.8M0.43%
56VANGUARD MUN BD FDS922907746654,775$33.5M0.43%
57ISHARES TR464287671228,271$30.1M0.38%
58INTERPUBLIC GROUP COS INCINTR927,925$29.4M0.37%
59PNC FINL SVCS GROUP INC693475105153,116$28.3M0.36%
60PEPSICO INCPEP160,947$27.4M0.35%
61AUTOMATIC DATA PROCESSING INADP98,339$27.2M0.35%
62PROCTER AND GAMBLE CO742718109157,017$27.2M0.35%
63SCHWAB STRATEGIC TR808524300258,930$27.0M0.34%
64ISHARES TR464288414239,621$26.0M0.33%
65DIMENSIONAL ETF TRUST25434V500399,258$25.9M0.33%
66ISHARES TR46429B655505,716$25.8M0.33%
67ISHARES TR46435G672497,666$25.8M0.33%
68SCHWAB STRATEGIC TR808524508309,555$25.7M0.33%
69ISHARES TR464287630154,087$25.7M0.33%
70ISHARES TR46434V647946,460$25.3M0.32%
71EMERSON ELEC COEMR215,018$23.5M0.30%
72TARGET CORPTGT143,277$22.3M0.29%
73ISHARES TR464288588226,101$21.7M0.28%
74UNITEDHEALTH GROUP INCUNH36,537$21.4M0.27%
75ISHARES TR46428762267,773$21.3M0.27%
76ISHARES TR464288158199,571$21.2M0.27%
77LOCKHEED MARTIN CORPLMT35,526$20.8M0.27%
78ELECTRONIC ARTS INCEA143,976$20.7M0.26%
79ISHARES TR464287226202,401$20.5M0.26%
80VANGUARD INDEX FDS92290859574,933$20.0M0.26%
81UNITED PARCEL SERVICE INCUPS140,158$19.1M0.24%
82VANGUARD INDEX FDS92290875176,588$18.2M0.23%
83DOVER CORPDOV94,064$18.0M0.23%
84VANGUARD BD INDEX FDS921937827224,334$17.7M0.23%
85ORACLE CORPORCL-PD101,219$17.2M0.22%
86DIMENSIONAL ETF TRUST25434V302581,307$15.9M0.20%
87ISHARES TR46428740880,693$15.9M0.20%
88WALMART INCWMT193,858$15.7M0.20%
89UNILEVER PLCUNLYF240,841$15.6M0.20%
90VANGUARD SCOTTSDALE FDS92206C870185,013$15.5M0.20%
91STRYKER CORPORATIONSYK42,745$15.4M0.20%
92NVIDIA CORPORATIONNVDA126,929$15.4M0.20%
93ALPHABET INCGOOG92,758$15.4M0.20%
94ABBVIE INCABBV74,655$14.7M0.19%
95STARBUCKS CORPSBUX147,068$14.3M0.18%
96DIMENSIONAL ETF TRUST25434V880506,569$13.7M0.17%
97ISHARES TR46435G516161,650$13.6M0.17%
98COCA COLA COKO185,453$13.3M0.17%
99VANGUARD BD INDEX FDS921937835173,967$13.1M0.17%
100ABBOTT LABSABLZF111,459$12.7M0.16%
101COLGATE PALMOLIVE COCL120,561$12.5M0.16%
102ISHARES TR46435G243497,419$12.5M0.16%
103ELEVANCE HEALTH INCELV23,865$12.4M0.16%
104TRUIST FINL CORP89832Q109287,230$12.3M0.16%
105VANGUARD INDEX FDS922908553124,649$12.1M0.15%
106ISHARES TR46435U663288,411$12.1M0.15%
107HUBBELL INCHUBB27,618$11.8M0.15%
108BERKSHIRE HATHAWAY INC DELBRK-A17$11.8M0.15%
109VERTEX PHARMACEUTICALS INCVRTX24,993$11.6M0.15%
110SCHWAB CHARLES CORPSCHW-PJ165,818$10.7M0.14%
111ADOBE INCADBE20,746$10.7M0.14%
112DIMENSIONAL ETF TRUST25434V203328,954$10.5M0.13%
113INTERCONTINENTAL EXCHANGE IN45866F10464,967$10.4M0.13%
114DISNEY WALT CO254687106105,663$10.2M0.13%
115FEDEX CORPFDX37,076$10.1M0.13%
116SPDR INDEX SHS FDS78463X749211,146$10.0M0.13%
117ISHARES INC464286533157,127$9.9M0.13%
118SCHWAB STRATEGIC TR808524870181,099$9.7M0.12%
119TORONTO DOMINION BK ONTTORO143,613$9.1M0.12%
120SPDR SER TR78464A359117,963$9.0M0.12%
121VANGUARD WORLD FD921910691137,280$8.9M0.11%
122REGENERON PHARMACEUTICALSREGN8,447$8.9M0.11%
123EXXON MOBIL CORPXOM73,403$8.6M0.11%
124AFLAC INCAFL73,047$8.2M0.10%
125ASML HOLDING N VASMLF9,772$8.1M0.10%
126MCDONALDS CORPMCD26,268$8.0M0.10%
127VANGUARD INDEX FDS92290836315,115$8.0M0.10%
128SKYWORKS SOLUTIONS INCSWKS80,466$7.9M0.10%
129AVADEL PHARMACEUTICALS PLCG29687103603,966$7.9M0.10%
130ISHARES TR46428715062,374$7.8M0.10%
131ISHARES TR46428764827,529$7.8M0.10%
132SYSCO CORPSYY98,679$7.7M0.10%
133COMCAST CORP NEWCCZ183,642$7.7M0.10%
134FORTINET INCFTNT97,458$7.6M0.10%
135ISHARES TR46435G42556,285$7.1M0.09%
136LAM RESEARCH CORPLRCX8,687$7.1M0.09%
137PAYPAL HLDGS INCPYPL90,336$7.0M0.09%
138VANGUARD INTL EQUITY INDEX F92204271855,447$7.0M0.09%
139MSCI INCMSCI11,974$7.0M0.09%
140WISDOMTREE TRWT131,529$6.7M0.09%
141SALESFORCE INCCRM24,341$6.7M0.09%
142VANGUARD WHITEHALL FDS92194640651,772$6.6M0.08%
143VANGUARD CHARLOTTE FDS92203J407129,440$6.5M0.08%
144ISHARES TR46428748152,975$6.2M0.08%
145MERCK & CO INCMRK53,595$6.1M0.08%
146INVESCO QQQ TRIVZ12,307$6.0M0.08%
147SEI INVTS CO78411710385,750$5.9M0.08%
148RTX CORPORATIONRTX48,690$5.9M0.08%
149GLOBAL PMTS INC37940X10256,008$5.7M0.07%
150VANGUARD INDEX FDS92290863721,132$5.6M0.07%
151ISHARES TR46428749962,962$5.5M0.07%
152COSTCO WHSL CORP NEW22160K1056,256$5.5M0.07%
153SPDR SER TR78464A85482,075$5.5M0.07%
154SCHWAB STRATEGIC TR808524805134,121$5.5M0.07%
155SCHWAB STRATEGIC TR808524607106,260$5.5M0.07%
156VANGUARD WORLD FD92204A7029,244$5.4M0.07%
157JACOBS SOLUTIONS INCJ40,543$5.3M0.07%
158SCHWAB STRATEGIC TR808524714106,669$5.3M0.07%
159AMERICAN EXPRESS COAXP19,325$5.2M0.07%
160MASTERCARD INCORPORATEDMA10,515$5.2M0.07%
161ZOETIS INCZTS26,424$5.2M0.07%
162MONDELEZ INTL INC60920710569,999$5.2M0.07%
163ISHARES INC46434G863140,552$5.1M0.07%
164DIMENSIONAL ETF TRUST25434V666165,790$5.1M0.07%
165HUNTINGTON BANCSHARES INCHBANP342,803$5.0M0.06%
166RIO TINTO PLCRTNTF70,578$5.0M0.06%
167AIR PRODS & CHEMS INCAIIR16,728$5.0M0.06%
168INTERNATIONAL BUSINESS MACHSINTR22,414$5.0M0.06%
169STMICROELECTRONICS N VSTMEF165,740$4.9M0.06%
170OTIS WORLDWIDE CORPOTIS46,490$4.8M0.06%
171META PLATFORMS INCMETA8,365$4.8M0.06%
172SPDR SER TR78464A30054,790$4.8M0.06%
173SPDR S&P MIDCAP 400 ETF TRMDY8,152$4.6M0.06%
174CHEVRON CORP NEWCVX30,629$4.5M0.06%
175ISHARES TR46428717640,588$4.5M0.06%
176VANGUARD WHITEHALL FDS92194688565,637$4.4M0.06%
177ISHARES TR46428747332,883$4.3M0.06%
178AMERICAN CENTY ETF TR02507280259,977$4.2M0.05%
179NORTHROP GRUMMAN CORPNOC7,852$4.1M0.05%
180SPDR SER TR78464A84775,303$4.1M0.05%
181AON PLCAON11,796$4.1M0.05%
182ISHARES TR46428723488,914$4.1M0.05%
183INFOSYS LTDINFY183,028$4.1M0.05%
184J P MORGAN EXCHANGE TRADED F46654Q81577,932$4.0M0.05%
185SPDR SER TR78464A40945,959$3.8M0.05%
186SPDR GOLD TRGLD15,470$3.8M0.05%
187NUTRIEN LTDNTR77,810$3.7M0.05%
188ISHARES TR46428828139,551$3.7M0.05%
189AGILENT TECHNOLOGIES INCA24,888$3.7M0.05%
190ALIGN TECHNOLOGY INCALGN14,482$3.7M0.05%
191ISHARES TR46428770529,736$3.7M0.05%
192DIMENSIONAL ETF TRUST25434V84974,770$3.6M0.05%
193BOOKING HOLDINGS INCBKNG835$3.5M0.04%
194VANGUARD INTL EQUITY INDEX F92204274229,037$3.5M0.04%
195PHILIP MORRIS INTL INC71817210928,202$3.4M0.04%
196CVS HEALTH CORPCVS53,829$3.4M0.04%
197NEXTERA ENERGY INCNEE-PW39,721$3.4M0.04%
198BANK AMERICA CORP06050510482,254$3.3M0.04%
199KEURIG DR PEPPER INCKDP86,151$3.2M0.04%
200ISHARES GOLD TRIAU64,124$3.2M0.04%
201LOGITECH INTL S AH5043023234,798$3.1M0.04%
202TESLA INCTSLA11,859$3.1M0.04%
203GENERAL DYNAMICS CORPGD10,032$3.0M0.04%
204QUALCOMM INCQCOM17,679$3.0M0.04%
205VANGUARD INDEX FDS92290862910,849$2.9M0.04%
206VANGUARD SCOTTSDALE FDS92206C71434,157$2.8M0.04%
207UNION PAC CORPUNP11,487$2.8M0.04%
208CATERPILLAR INCCAT6,942$2.7M0.03%
209DEERE & CODE6,301$2.6M0.03%
210PPG INDS INC69350610719,701$2.6M0.03%
211DUKE ENERGY CORP NEWDUKB22,246$2.6M0.03%
212DIMENSIONAL ETF TRUST25434V73289,616$2.5M0.03%
213VANGUARD WORLD FD92191073324,812$2.5M0.03%
214BLACKSTONE INCBX16,016$2.5M0.03%
215ISHARES TR46435U54949,887$2.4M0.03%
216GENUINE PARTS COGPC17,190$2.4M0.03%
217THERMO FISHER SCIENTIFIC INCTMO3,870$2.4M0.03%
218SELECT SECTOR SPDR TR81369Y88629,517$2.4M0.03%
219HONEYWELL INTL INC43851610611,309$2.3M0.03%
220SPDR SER TR78468R79649,173$2.3M0.03%
221SPDR SER TR78464A87023,489$2.3M0.03%
222DUPONT DE NEMOURS INCDD26,007$2.3M0.03%
223NUSHARES ETF TRNU53,321$2.3M0.03%
224GE AEROSPACE36960430112,097$2.3M0.03%
225ACCENTURE PLC IRELANDACN6,406$2.3M0.03%
226SPDR SER TR78464A50841,085$2.2M0.03%
227DIMENSIONAL ETF TRUST25434V78174,626$2.2M0.03%
228WISDOMTREE TRWT35,294$2.1M0.03%
229SCHWAB STRATEGIC TR80852410231,642$2.1M0.03%
230NORFOLK SOUTHN CORP6558441088,391$2.1M0.03%
231SCHWAB STRATEGIC TR80852484789,719$2.1M0.03%
232ISHARES TR4642876896,334$2.1M0.03%
233ISHARES TR46428788714,196$2.0M0.03%
234AVANTOR INCAVTR75,978$2.0M0.03%
235GOLDMAN SACHS GROUP INCGSCE3,963$2.0M0.03%
236WISDOMTREE TRWT56,708$2.0M0.02%
237DIMENSIONAL ETF TRUST25434V77371,474$1.9M0.02%
238JEFFERIES FINL GROUP INC47233W10930,555$1.9M0.02%
239VANGUARD ADMIRAL FDS INC9219327039,738$1.9M0.02%
240SPDR INDEX SHS FDS78463X88949,019$1.8M0.02%
241TEXAS INSTRS INC8825081048,868$1.8M0.02%
242PFIZER INCPFE62,799$1.8M0.02%
243APPLIED MATLS INC0382221058,993$1.8M0.02%
244DANAHER CORPORATION2358511026,525$1.8M0.02%
245SCHWAB STRATEGIC TR80852488847,036$1.8M0.02%
246VANGUARD MALVERN FDS92202080536,400$1.8M0.02%
247FIRST TR EXCHANGE-TRADED FD33733B10016,202$1.8M0.02%
248CARRIER GLOBAL CORPORATIONCARR21,756$1.8M0.02%
249CORTEVA INCCTVA29,454$1.7M0.02%
250INVESCO EXCHANGE TRADED FD TIVZ42,026$1.7M0.02%
251SELECT SECTOR SPDR TR81369Y70412,496$1.7M0.02%
252VANGUARD STAR FDS92190976825,847$1.7M0.02%
253INTUITINTU2,694$1.7M0.02%
254WSFS FINL CORP92932810232,641$1.7M0.02%
255HOLOGIC INCHOLX20,334$1.7M0.02%
256SCHWAB STRATEGIC TR80852470654,987$1.6M0.02%
257L3HARRIS TECHNOLOGIES INCLHX6,666$1.6M0.02%
258BRISTOL-MYERS SQUIBB COCELG-RI30,557$1.6M0.02%
259HERSHEY COHSY8,145$1.6M0.02%
260PRUDENTIAL FINL INCPUKPF12,770$1.5M0.02%
261ISHARES TR46428745718,412$1.5M0.02%
262NUCOR CORPNUE9,737$1.5M0.02%
263DIMENSIONAL ETF TRUST25434V71638,499$1.4M0.02%
264ISHARES TR46432F3967,032$1.4M0.02%
265DIMENSIONAL ETF TRUST25434V62522,405$1.4M0.02%
266ILLINOIS TOOL WKS INC4523081095,372$1.4M0.02%
267DOW INCDOW25,694$1.4M0.02%
268SPDR SER TR78468R73928,905$1.4M0.02%
269VANGUARD WORLD FD92204A8016,328$1.3M0.02%
270SCHWAB STRATEGIC TR80852483927,769$1.3M0.02%
271AMENTUM HOLDINGS INCAMTM40,543$1.3M0.02%
272SPDR SER TR78468R85328,642$1.3M0.02%
273CONSOLIDATED EDISON INCED12,455$1.3M0.02%
274MOTOROLA SOLUTIONS INCMSI2,821$1.3M0.02%
275UFP INDUSTRIES INCUFPI9,561$1.3M0.02%
276AT&T INCT-PC56,875$1.3M0.02%
277NETFLIX INCNFLX1,758$1.2M0.02%
278SELECT SECTOR SPDR TR81369Y8035,462$1.2M0.02%
279ISHARES TR46434V26634,684$1.2M0.02%
280GENERAL MLS INC37033410416,552$1.2M0.02%
281KINDER MORGAN INC DELEP-PC55,195$1.2M0.02%
282ISHARES TR46436E71812,060$1.2M0.02%
283VANGUARD WORLD FD92204A5044,283$1.2M0.02%
284INTEL CORPINTC51,476$1.2M0.02%
2853M COMMM8,831$1.2M0.02%
286LOEWS CORPL15,262$1.2M0.02%
287SELECT SECTOR SPDR TR81369Y86026,684$1.2M0.02%
288FIRST FNDTN INC32026V104190,349$1.2M0.02%
289INVESCO EXCH TRADED FD TR IIIVZ5,904$1.2M0.02%
290BECTON DICKINSON & COBDX4,865$1.2M0.01%
291PIMCO ETF TR72201R64311,817$1.2M0.01%
292TJX COS INC NEW8725401099,907$1.2M0.01%
293J P MORGAN EXCHANGE TRADED F46641Q65422,581$1.2M0.01%
294CSX CORPCSX32,545$1.1M0.01%
295EATON CORP PLCETN3,362$1.1M0.01%
296ISHARES TR46428756416,905$1.1M0.01%
297ROYAL BK CDA7800871028,926$1.1M0.01%
298CONOCOPHILLIPSCOP10,564$1.1M0.01%
299SPDR DOW JONES INDL AVERAGE78467X1092,623$1.1M0.01%
300ESSENTIAL UTILS INC29670G10228,499$1.1M0.01%
301MARRIOTT INTL INC NEW5719032024,408$1.1M0.01%
302ALTRIA GROUP INCMO21,461$1.1M0.01%
303PUBLIC SVC ENTERPRISE GRP IN74457310612,113$1.1M0.01%
304DIAGEO PLCDGEAF7,602$1.1M0.01%
305SPDR SER TR78468R62210,853$1.1M0.01%
306CME GROUP INCCME4,707$1.0M0.01%
307VANGUARD INTL EQUITY INDEX F92204267621,725$1.0M0.01%
308WELLS FARGO CO NEW94974610118,014$1.0M0.01%
309CROWDSTRIKE HLDGS INCCRWD3,620$1.0M0.01%
310INVESCO EXCHANGE TRADED FD TIVZ5,582$1.0M0.01%
311UNITED RENTALS INCURI1,224$991,1100.01%
312MORGAN STANLEYMS-PQ9,308$970,2670.01%
313FISERV INCFISV5,380$966,5170.01%
314ISHARES TR4642888697,802$962,1400.01%
315DIMENSIONAL ETF TRUST25434V79934,117$960,0520.01%
316ISHARES TR46432F3395,291$948,6770.01%
317BOEING COBA-PA6,237$948,2740.01%
318VANGUARD BD INDEX FDS92203C30318,826$940,1710.01%
319ISHARES TR4642871686,903$932,4150.01%
320VERIZON COMMUNICATIONS INCVZ20,719$930,5030.01%
321SCHWAB STRATEGIC TR80852479710,983$928,3780.01%
322SPRINKLR INCCXM119,347$922,5530.01%
323CORNING INCGLW20,271$915,2360.01%
324KIMBERLY-CLARK CORPKMB6,429$914,7270.01%
325VANGUARD ADMIRAL FDS INC9219325052,636$910,1540.01%
326ISHARES TR4642875566,158$896,6700.01%
327INVESCO ACTVELY MNGD ETC FDIVZ66,530$893,4980.01%
328SBA COMMUNICATIONS CORP NEWSBAC3,674$884,4050.01%
329PPL CORPPPLC26,471$875,6610.01%
330VANGUARD INTL EQUITY INDEX F92204277513,756$866,6530.01%
331SCHWAB STRATEGIC TR80852440910,774$865,9340.01%
332ISHARES TR4642877398,468$862,6650.01%
333SAP SESAPGF3,751$859,3550.01%
334VANGUARD INDEX FDS9229085383,528$858,8460.01%
335VANGUARD WORLD FD92204A1082,491$848,1360.01%
336ISHARES TR4642876069,115$837,9380.01%
337PAYCHEX INCPAYX6,224$835,1940.01%
338WEST PHARMACEUTICAL SVSC INC9553061052,771$831,7440.01%
339SPDR SER TR78464A65631,041$815,7580.01%
340SPDR SER TR78464A28431,018$814,8340.01%
341ZIMMER BIOMET HOLDINGS INCZBH7,496$809,1840.01%
342SOUTHERN COSOMN8,939$806,1180.01%
343HUNTINGTON INGALLS INDS INC4464131063,038$803,1870.01%
344SCHWAB STRATEGIC TR80852475521,256$794,3370.01%
345NIKE INCNKE8,983$794,1230.01%
346MANAGER DIRECTED PORTFOLIOS56170L69570,837$787,0000.01%
347VANGUARD WORLD FD92191072512,587$774,2350.01%
348DIMENSIONAL ETF TRUST25434V67414,554$773,8370.01%
349CLOROX CO DELCLX4,631$754,4370.01%
350VANGUARD WORLD FD92204A3066,135$751,3900.01%
351DIMENSIONAL ETF TRUST25434V65825,876$746,7780.01%
352SPDR SER TR78464A7635,243$744,6950.01%
353ISHARES TR4642874327,583$743,9060.01%
354GE VERNOVA INCGEV2,862$729,7530.01%
355INTUITIVE SURGICAL INCISRG1,478$726,0980.01%
356CANADIAN PACIFIC KANSAS CITYCP8,476$725,0380.01%
357WISDOMTREE TRWT13,271$712,6510.01%
358CUMMINS INCCMI2,154$697,4440.01%
359ARISTA NETWORKS INCANET1,796$689,4490.01%
360WISDOMTREE TRWT11,879$683,7170.01%
361GE HEALTHCARE TECHNOLOGIES IGEHC7,146$670,6080.01%
362TELEDYNE TECHNOLOGIES INCTDY1,511$661,3050.01%
363ISHARES TR4642877544,937$659,9130.01%
364SPDR SER TR78468R20021,358$658,8910.01%
365DIMENSIONAL ETF TRUST25434V87215,201$656,5320.01%
366ROSS STORES INCROST4,342$653,5670.01%
367ISHARES TR46434V62110,397$651,8170.01%
368OCCIDENTAL PETE CORP67459910512,517$645,1500.01%
369ISHARES TR4642888025,355$644,5820.01%
370DIMENSIONAL ETF TRUST25434V69018,024$644,0920.01%
371VANGUARD SCOTTSDALE FDS92206C7302,459$639,5860.01%
372ISHARES TR46428988316,454$636,1120.01%
373DIMENSIONAL ETF TRUST25434V68217,799$630,4560.01%
374ISHARES TR46435U85316,737$630,1490.01%
375NOVARTIS AGNVSEF5,435$625,1350.01%
376SPDR INDEX SHS FDS78463X87118,301$624,6180.01%
377THE CIGNA GROUP1255231001,803$624,4920.01%
378YUM BRANDS INCYUM4,459$622,9670.01%
379TOTALENERGIES SETTE9,608$620,8700.01%
380CONSTELLATION ENERGY CORPCEG2,379$618,5190.01%
381ADVANCED MICRO DEVICES INCAMD3,758$616,6530.01%
382PHILLIPS 66PSX4,613$606,4140.01%
383ISHARES TR4642877213,996$605,8740.01%
384EBAY INC.EBAY9,233$601,1920.01%
385AMERICAN ELEC PWR CO INC0255371015,854$600,6210.01%
386ISHARES TR46434V45614,267$591,9380.01%
387WATSCO INCWSO-B1,203$591,7320.01%
388WASTE MGMT INC DEL94106L1092,738$568,4220.01%
389INVESCO SR INCOME TRIVZ139,356$567,1790.01%
390AMERIPRISE FINL INC03076C1061,205$566,1220.01%
391ISHARES TR4642872424,941$558,2910.01%
392INVESCO EXCH TRADED FD TR IIIVZ7,765$556,9580.01%
393DOMINION ENERGY INCD9,549$551,8420.01%
394AMETEK INCAME3,200$549,4720.01%
395NUSHARES ETF TRNU13,126$547,6170.01%
396ECOLAB INCECL2,133$544,6190.01%
397ISHARES TR4642877885,210$541,3190.01%
398ENTERPRISE PRODS PARTNERS L29379210718,508$538,7700.01%
399ISHARES TR4642898679,014$533,9900.01%
400ISHARES INC46434G7648,694$531,2910.01%
401VANGUARD ADMIRAL FDS INC9219328284,906$530,7320.01%
402OLD DOMINION FREIGHT LINE INODFL2,672$530,6710.01%
403BANK NEW YORK MELLON CORP0640581007,378$530,1640.01%
404SCHWAB STRATEGIC TR8085247638,856$527,5520.01%
405US BANCORP DELUSB-PS11,448$523,5040.01%
406CHUBB LIMITEDCB1,815$523,4280.01%
407ETSY INCETSY9,388$521,3160.01%
408PACKAGING CORP AMER6951561092,420$521,2680.01%
409FIRST BANCORP N C31891010612,434$517,1310.01%
410SHERWIN WILLIAMS COSHW1,333$508,5760.01%
411SYNOPSYS INCSNPS1,002$507,4030.01%
412LINDE PLCLIN1,058$504,6370.01%
413VANGUARD WORLD FD92204A8843,435$499,4150.01%
414S&P GLOBAL INCSPGI965$498,5670.01%
415WISDOMTREE TRWT6,337$497,8350.01%
416ENBRIDGE INCENNPF12,144$493,1680.01%
417SELECT SECTOR SPDR TR81369Y2093,159$486,5500.01%
418RPM INTL INC7496851033,996$483,5160.01%
419AMERICAN CENTY ETF TR0250728775,028$482,4580.01%
420ISHARES BITCOIN TRUST ETFIBIT13,339$481,9390.01%
421DIMENSIONAL ETF TRUST25434V86410,086$481,5060.01%
422ISHARES TR46435G1025,712$477,9240.01%
423WISDOMTREE TRWT4,507$477,7420.01%
424AMERICAN TOWER CORP NEW03027X1002,038$473,9580.01%
425ALLSTATE CORPALL-PJ2,471$468,6260.01%
426SELECT SECTOR SPDR TR81369Y5065,278$463,4430.01%
427SELECT SECTOR SPDR TR81369Y60510,153$460,1470.01%
428DUN & BRADSTREET HLDGS INC26484T10639,824$458,3750.01%
429ROLLINS INCROL9,001$455,2710.01%
430CITIGROUP INCC-PR7,066$442,3140.01%
431INNOVATOR ETFS TRUSTINHD11,531$441,7530.01%
432AUTOZONE INCAZO140$441,0060.01%
433TRAVELERS COMPANIES INCTRV1,838$430,4120.01%
434ONEOK INC NEWOKE4,683$426,7620.01%
435MICRON TECHNOLOGY INCMU4,093$424,5290.01%
436TE CONNECTIVITY PLCTEL2,783$420,1320.01%
437GALLAGHER ARTHUR J & CO3635761091,487$418,4740.01%
438VANGUARD INDEX FDS9229086522,290$416,7580.01%
439VANGUARD SCOTTSDALE FDS92206C6232,008$416,2560.01%
440ISHARES TR46429B6633,512$413,0820.01%
441EVERSOURCE ENERGYES6,049$411,6260.01%
442INNOVATOR ETFS TRUSTINHD13,020$410,5890.01%
443MARSH & MCLENNAN COS INC5717481021,839$410,2430.01%
444NB BANCORP INCNBBK22,011$408,5250.01%
445GILEAD SCIENCES INCGILD4,844$406,1290.01%
446SHELL PLCRYDAF6,123$403,8120.01%
447FIDELITY COVINGTON TRUST31609285713,681$403,3210.01%
448SPDR INDEX SHS FDS78470E20511,430$403,1910.01%
449BUILDERS FIRSTSOURCE INCBLDR2,054$398,1890.01%
450PROSHARES TR74348A4673,711$396,2120.01%
451MCKESSON CORPMCK801$396,0800.01%
452SPDR SER TR78464A8055,634$394,7110.01%
453SHIFT4 PMTS INC82452J1094,419$391,5240.00%
454ISHARES TR4642882573,244$387,8210.00%
455UBER TECHNOLOGIES INCUBER5,157$387,5720.00%
456BURKE HERBERT FINL SVCS CORP12135Y1086,280$383,0180.00%
457CAPITAL ONE FINL CORP14040H1052,461$368,4410.00%
458CELANESE CORP DELCE2,680$364,3730.00%
459DISCOVER FINL SVCS2547091082,591$363,4920.00%
460WISDOMTREE TRWT6,821$359,8080.00%
461CAMPBELL SOUP COCPB7,238$354,0830.00%
462ISHARES TR4642885134,403$353,5500.00%
463WISDOMTREE TRWT9,832$352,5760.00%
464FRANKLIN COVEY COFC8,566$352,3200.00%
465TRANE TECHNOLOGIES PLCTT901$350,2080.00%
466VANGUARD SCOTTSDALE FDS92206C1025,932$350,1070.00%
467ALARM COM HLDGS INCALRM6,304$344,6400.00%
468PACER FDS TR69374H8815,865$339,1730.00%
469DOLLAR GEN CORP NEW2566771054,000$338,2890.00%
470SPDR SER TR78464A38314,993$337,7930.00%
471NUSHARES ETF TRNU10,706$332,1010.00%
472SELECT SECTOR SPDR TR81369Y4071,649$330,4110.00%
473VERISIGN INCVRSN1,723$327,3020.00%
474ISHARES TR4642886879,820$326,3190.00%
475FIDELITY COVINGTON TRUST31609A10710,516$325,5910.00%
476TEXAS ROADHOUSE INCTXRH1,838$324,5910.00%
477LABCORP HOLDINGS INCLH1,452$324,4930.00%
478SCHWAB STRATEGIC TR8085247714,511$323,7100.00%
479FIFTH THIRD BANCORPFITBM7,535$322,8000.00%
480ATLAS ENERGY SOLUTIONS INCAESI14,767$321,9210.00%
481FREEPORT-MCMORAN INCFCX6,429$320,9360.00%
482T-MOBILE US INCTMUSZ1,527$315,2100.00%
483ISHARES TR4642898593,988$314,6670.00%
484VANGUARD ADMIRAL FDS INC9219327783,400$314,3640.00%
485VANGUARD INTL EQUITY INDEX F9220428744,419$314,1680.00%
486ISHARES TR4642888852,911$313,3700.00%
487RADNET INCRDNT4,508$312,8110.00%
488ISHARES TR4642875153,490$311,9020.00%
489GOLUB CAP BDC INC38173M10220,637$311,8220.00%
490WISDOMTREE TRWT9,390$310,1520.00%
491INVESCO EXCHANGE TRADED FD TIVZ4,301$303,3930.00%
492FEDERAL RLTY INVT TR NEW3137451012,636$303,0610.00%
493ISHARES TR4642877624,585$297,9940.00%
494MICROCHIP TECHNOLOGY INC.MCHPP3,701$297,1360.00%
495ARCHER DANIELS MIDLAND COADM4,899$292,6670.00%
496LAUDER ESTEE COS INC5184391042,910$290,1110.00%
497MEDTRONIC PLCMDT3,221$289,9870.00%
498PARKER-HANNIFIN CORPPH456$288,1100.00%
499REALTY INCOME CORPO4,532$287,4320.00%
500ISHARES TR46432F8595,829$283,7560.00%