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

Modera Wealth Management, LLC

Quarter ended Q1 2025 · Filed May 8, 2025 · Accession 0001398344-25-008976

Total Value
$7.39B
Positions
607
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087361,178,843$437.1M5.93%
2VANGUARD TAX-MANAGED FDS9219438585,676,812$288.6M3.92%
3VANGUARD INDEX FDS9229087441,662,744$287.2M3.90%
4VANGUARD SPECIALIZED FUNDS9219088441,477,951$286.7M3.89%
5ISHARES TR46432F8423,503,273$265.0M3.60%
6ISHARES TR46429B7471,957,487$202.5M2.75%
7APPLE INCAAPL861,472$191.4M2.60%
8ISHARES TR4642878041,646,146$172.1M2.34%
9DIMENSIONAL ETF TRUST25434V7085,124,524$169.1M2.29%
10MICROSOFT CORPMSFT408,014$153.2M2.08%
11ISHARES TR464287200259,469$145.8M1.98%
12DIMENSIONAL ETF TRUST25434V1043,524,418$135.5M1.84%
13AMERICAN CENTY ETF TR0250728021,659,857$115.8M1.57%
14ISHARES TR4642888771,907,217$112.4M1.53%
15DIMENSIONAL ETF TRUST25434V8072,551,604$100.4M1.36%
16ISHARES TR464287614266,543$96.2M1.31%
17DIMENSIONAL ETF TRUST25434V7242,309,668$95.2M1.29%
18ISHARES TR4642876631,013,318$93.5M1.27%
19ISHARES TR464287598439,699$82.7M1.12%
20DIMENSIONAL ETF TRUST25434V8152,936,778$82.7M1.12%
21AMERICAN CENTY ETF TR025072885872,492$80.6M1.09%
22VANGUARD INTL EQUITY INDEX F9220428581,776,898$80.4M1.09%
23VANGUARD SCOTTSDALE FDS92206C409972,472$76.8M1.04%
24ISHARES TR4642882731,197,955$76.1M1.03%
25ISHARES INC46434G1031,365,725$73.7M1.00%
26ISHARES TR464287879710,681$69.3M0.94%
27DIMENSIONAL ETF TRUST25434V4011,145,407$69.3M0.94%
28ISHARES TR464287309733,688$68.1M0.92%
29BROADCOM INCAVGO406,234$68.0M0.92%
30LOWES COS INC548661107283,695$66.2M0.90%
31VANGUARD INDEX FDS922908611350,900$65.4M0.89%
32ALPHABET INCGOOG366,746$57.3M0.78%
33BLACKROCK INCBLK59,409$56.2M0.76%
34JPMORGAN CHASE & CO.VYLD229,114$56.2M0.76%
35BERKSHIRE HATHAWAY INC DELBRK-A99,457$53.0M0.72%
36SPDR S&P 500 ETF TRSPY93,073$52.1M0.71%
37CISCO SYS INCCSCO825,427$50.9M0.69%
38VANGUARD INDEX FDS922908769181,166$49.8M0.68%
39ISHARES TR464287507849,733$49.6M0.67%
40VISA INCV133,072$46.6M0.63%
41ISHARES TR464287465568,863$46.5M0.63%
42VANGUARD SCOTTSDALE FDS92206C680493,859$45.8M0.62%
43AMAZON COM INCAMZN240,833$45.8M0.62%
44TAIWAN SEMICONDUCTOR MFG LTD874039100270,712$44.9M0.61%
45DIMENSIONAL ETF TRUST25434V609813,311$41.9M0.57%
46ELI LILLY & COLLY50,214$41.5M0.56%
47JOHNSON & JOHNSONJNJ228,516$37.9M0.51%
48VANGUARD BD INDEX FDS921937819474,666$36.3M0.49%
49ISHARES TR464287655180,579$36.0M0.49%
50SCHWAB STRATEGIC TR8085242011,577,066$34.8M0.47%
51J P MORGAN EXCHANGE TRADED F46641Q407296,837$34.2M0.46%
52VANGUARD MUN BD FDS922907746682,255$33.9M0.46%
53DIMENSIONAL ETF TRUST25434V500565,552$33.8M0.46%
54AMGEN INCAMGN108,441$33.8M0.46%
55WILLIAMS SONOMA INCWSM208,936$33.0M0.45%
56HOME DEPOT INCHD84,070$30.8M0.42%
57ISHARES TR464287671235,919$30.0M0.41%
58AUTOMATIC DATA PROCESSING INADP96,951$29.6M0.40%
59AMERICAN CENTY ETF TR025072703413,763$27.4M0.37%
60PNC FINL SVCS GROUP INC693475105155,497$27.3M0.37%
61ISHARES TR464288588286,208$26.8M0.36%
62PROCTER AND GAMBLE CO742718109154,952$26.4M0.36%
63ISHARES TR46434V6471,056,894$25.6M0.35%
64ISHARES TR464288414242,805$25.6M0.35%
65ISHARES TR46435G672512,005$25.6M0.35%
66NOVO-NORDISK A SNONOF359,706$25.0M0.34%
67SCHWAB STRATEGIC TR808524300985,805$24.7M0.34%
68VANGUARD INDEX FDS922908751106,330$23.6M0.32%
69INTERPUBLIC GROUP COS INCINTR864,060$23.5M0.32%
70PEPSICO INCPEP155,566$23.3M0.32%
71ISHARES TR46429B655452,864$23.1M0.31%
72EMERSON ELEC COEMR208,692$22.9M0.31%
73SCHWAB STRATEGIC TR808524508841,413$22.0M0.30%
74ISHARES TR464287630144,255$21.8M0.30%
75ISHARES TR464288158204,951$21.6M0.29%
76ISHARES TR46428762268,365$21.0M0.28%
77SCHWAB STRATEGIC TR808524870771,923$20.8M0.28%
78DIMENSIONAL ETF TRUST25434V765751,326$20.2M0.27%
79ISHARES TR464287226201,886$20.0M0.27%
80VANGUARD INDEX FDS92290862975,542$19.5M0.27%
81ELECTRONIC ARTS INCEA134,798$19.5M0.26%
82UNITEDHEALTH GROUP INCUNH35,297$18.5M0.25%
83VANGUARD SCOTTSDALE FDS92206C870219,059$17.9M0.24%
84WALMART INCWMT202,235$17.8M0.24%
85VANGUARD BD INDEX FDS921937827225,529$17.7M0.24%
86DIMENSIONAL ETF TRUST25434V302661,056$17.1M0.23%
87STRYKER CORPORATIONSYK44,534$16.6M0.23%
88VANGUARD INDEX FDS92290859564,780$16.3M0.22%
89DOVER CORPDOV92,585$16.3M0.22%
90BERKSHIRE HATHAWAY INC DELBRK-A20$16.0M0.22%
91ABBVIE INCABBV74,939$15.7M0.21%
92UNITED PARCEL SERVICE INCUPS138,307$15.2M0.21%
93ALPHABET INCGOOG96,963$15.0M0.20%
94ISHARES TR46428740877,936$14.9M0.20%
95VANGUARD BD INDEX FDS921937835200,849$14.8M0.20%
96STARBUCKS CORPSBUX150,086$14.7M0.20%
97VANGUARD WORLD FD92191087372,486$14.6M0.20%
98ABBOTT LABSABLZF108,917$14.4M0.20%
99VANGUARD INDEX FDS92290836327,442$14.1M0.19%
100ORACLE CORPORCL-PD100,366$14.0M0.19%
101LOCKHEED MARTIN CORPLMT31,362$14.0M0.19%
102TARGET CORPTGT134,034$14.0M0.19%
103VANGUARD INDEX FDS92290851285,151$13.7M0.19%
104UNILEVER PLCUNLYF228,427$13.6M0.18%
105NVIDIA CORPORATIONNVDA124,989$13.5M0.18%
106DIMENSIONAL ETF TRUST25434V880506,948$13.3M0.18%
107ISHARES TR46435G516156,357$12.8M0.17%
108COCA COLA COKO178,242$12.8M0.17%
109DIMENSIONAL ETF TRUST25434V203400,544$12.5M0.17%
110ISHARES TR46435G243498,663$12.5M0.17%
111SCHWAB CHARLES CORPSCHW-PJ157,263$12.3M0.17%
112VERTEX PHARMACEUTICALS INCVRTX23,973$11.6M0.16%
113ISHARES TR46435U663286,308$11.0M0.15%
114COLGATE PALMOLIVE COCL115,567$10.8M0.15%
115AMERICAN CENTY ETF TR025072604179,842$10.8M0.15%
116VANGUARD INDEX FDS922908553118,635$10.7M0.15%
117DIMENSIONAL ETF TRUST25434V583200,095$10.7M0.15%
118INTERCONTINENTAL EXCHANGE IN45866F10461,223$10.6M0.14%
119VANGUARD INTL EQUITY INDEX F92204271889,924$10.4M0.14%
120ELEVANCE HEALTH INCELV23,779$10.3M0.14%
121DISNEY WALT CO254687106104,130$10.3M0.14%
122DIMENSIONAL ETF TRUST25434V872237,196$10.0M0.14%
123TRUIST FINL CORP89832Q109238,249$9.8M0.13%
124VANGUARD WORLD FD92191084075,299$9.7M0.13%
125FORTINET INCFTNT99,010$9.5M0.13%
126ISHARES INC464286533159,967$9.3M0.13%
127VANGUARD WORLD FD921910691147,962$9.3M0.13%
128MCDONALDS CORPMCD29,613$9.3M0.13%
129SPDR INDEX SHS FDS78463X749209,333$9.1M0.12%
130SPDR SER TR78464A359117,854$9.0M0.12%
131HUBBELL INCHUBB26,741$8.8M0.12%
132INVESCO EXCHANGE TRADED FD TIVZ50,806$8.8M0.12%
133EXXON MOBIL CORPXOM73,424$8.7M0.12%
134FEDEX CORPFDX35,580$8.7M0.12%
135ADOBE INCADBE21,472$8.2M0.11%
136SYSCO CORPSYY105,147$7.9M0.11%
137AFLAC INCAFL70,700$7.9M0.11%
138SPDR SER TR78464A30099,482$7.8M0.11%
139MASTERCARD INCORPORATEDMA13,767$7.5M0.10%
140RTX CORPORATIONRTX56,012$7.4M0.10%
141TORONTO DOMINION BK ONTTORO123,182$7.4M0.10%
142ISHARES TR46428715059,430$7.3M0.10%
143SALESFORCE INCCRM26,929$7.2M0.10%
144ASML HOLDING N VASMLF10,763$7.1M0.10%
145VANGUARD CHARLOTTE FDS92203J407143,900$7.0M0.10%
146ISHARES TR46428764826,919$6.9M0.09%
147INVESCO QQQ TRIVZ14,501$6.8M0.09%
148OTIS WORLDWIDE CORPOTIS65,663$6.8M0.09%
149VANGUARD WHITEHALL FDS92194640651,918$6.7M0.09%
150ISHARES TR46435G42554,704$6.7M0.09%
151COSTCO WHSL CORP NEW22160K1056,985$6.6M0.09%
152SPDR SER TR78464A847128,122$6.6M0.09%
153SPDR SER TR78464A508124,713$6.4M0.09%
154SPDR INDEX SHS FDS78463X889171,113$6.2M0.08%
155META PLATFORMS INCMETA10,799$6.2M0.08%
156ISHARES TR46428748152,950$6.2M0.08%
157COMCAST CORP NEWCCZ167,549$6.2M0.08%
158LAM RESEARCH CORPLRCX84,058$6.1M0.08%
159SEI INVTS CO78411710378,516$6.1M0.08%
160ISHARES TR46428747348,377$6.1M0.08%
161WISDOMTREE TRWT121,259$6.0M0.08%
162VANGUARD INDEX FDS92290863722,486$5.8M0.08%
163PAYPAL HLDGS INCPYPL86,994$5.7M0.08%
164SPDR GOLD TRGLD19,197$5.5M0.08%
165SCHWAB STRATEGIC TR808524805277,952$5.5M0.07%
166VANGUARD BD INDEX FDS92203C303109,311$5.4M0.07%
167ISHARES TR46428749963,641$5.4M0.07%
168INTERNATIONAL BUSINESS MACHSINTR21,540$5.4M0.07%
169DIMENSIONAL ETF TRUST25434V666172,675$5.3M0.07%
170AMERICAN EXPRESS COAXP19,444$5.2M0.07%
171CHEVRON CORP NEWCVX31,149$5.2M0.07%
172SPDR S&P MIDCAP 400 ETF TRMDY9,561$5.1M0.07%
173ISHARES INC46434G863145,547$5.1M0.07%
174ZOETIS INCZTS30,891$5.1M0.07%
175SCHWAB STRATEGIC TR808524714206,155$5.1M0.07%
176VANGUARD WORLD FD92204A7029,319$5.1M0.07%
177MONDELEZ INTL INC60920710574,206$5.0M0.07%
178AON PLCAON12,558$5.0M0.07%
179MCKESSON CORPMCK7,404$5.0M0.07%
180REGENERON PHARMACEUTICALSREGN7,848$5.0M0.07%
181HUNTINGTON BANCSHARES INCHBANP330,450$5.0M0.07%
182MSCI INCMSCI8,624$4.9M0.07%
183GLOBAL PMTS INC37940X10249,179$4.8M0.07%
184JACOBS SOLUTIONS INCJ39,744$4.8M0.07%
185SCHWAB STRATEGIC TR808524607200,033$4.7M0.06%
186SPDR SER TR78464A85470,124$4.6M0.06%
187SPDR INDEX SHS FDS78463X871137,825$4.4M0.06%
188AVADEL PHARMACEUTICALS PLCG29687103558,977$4.4M0.06%
189MERCK & CO INCMRK48,165$4.3M0.06%
190VANGUARD WHITEHALL FDS92194688566,385$4.3M0.06%
191SKYWORKS SOLUTIONS INCSWKS65,643$4.2M0.06%
192ISHARES TR46428717636,825$4.1M0.06%
193NORTHROP GRUMMAN CORPNOC7,885$4.0M0.05%
194BOOKING HOLDINGS INCBKNG859$4.0M0.05%
195PHILIP MORRIS INTL INC71817210924,582$3.9M0.05%
196SPDR SER TR78464A83950,426$3.9M0.05%
197ISHARES TR46428723488,574$3.9M0.05%
198RIO TINTO PLCRTNTF64,385$3.9M0.05%
199NUTRIEN LTDNTR75,452$3.7M0.05%
200ISHARES GOLD TRIAU62,608$3.7M0.05%
201ISHARES TR46428770530,491$3.7M0.05%
202J P MORGAN EXCHANGE TRADED F46654Q81573,220$3.6M0.05%
203TESLA INCTSLA13,805$3.6M0.05%
204DIMENSIONAL ETF TRUST25434V84974,778$3.6M0.05%
205ISHARES TR46428828139,190$3.6M0.05%
206SPDR SER TR78464A40944,095$3.5M0.05%
207BANK AMERICA CORP06050510482,014$3.4M0.05%
208AGILENT TECHNOLOGIES INCA29,159$3.4M0.05%
209VANGUARD INTL EQUITY INDEX F92204274229,362$3.4M0.05%
210KEURIG DR PEPPER INCKDP99,337$3.4M0.05%
211SCHWAB STRATEGIC TR808524409120,338$3.2M0.04%
212INFOSYS LTDINFY174,733$3.2M0.04%
213SPDR SER TR78468R85374,377$3.0M0.04%
214DEERE & CODE6,299$3.0M0.04%
215STMICROELECTRONICS N VSTMEF134,237$2.9M0.04%
216NEXTERA ENERGY INCNEE-PW41,258$2.9M0.04%
217VANGUARD SCOTTSDALE FDS92206C71435,305$2.9M0.04%
218CVS HEALTH CORPCVS42,713$2.9M0.04%
219LOGITECH INTL S AH5043023233,809$2.9M0.04%
220UNION PAC CORPUNP11,792$2.8M0.04%
221SPDR SER TR78468R62227,759$2.6M0.04%
222GENERAL DYNAMICS CORPGD9,606$2.6M0.04%
223DUKE ENERGY CORP NEWDUKB20,696$2.5M0.03%
224GENUINE PARTS COGPC21,041$2.5M0.03%
225HONEYWELL INTL INC43851610611,522$2.4M0.03%
226ALIGN TECHNOLOGY INCALGN15,347$2.4M0.03%
227VANGUARD WORLD FD92191073324,864$2.4M0.03%
228ISHARES TR46435U54950,524$2.4M0.03%
229QUALCOMM INCQCOM15,363$2.4M0.03%
230SPDR SER TR78468R66325,634$2.4M0.03%
231GE AEROSPACE36960430111,504$2.3M0.03%
232GOLDMAN SACHS GROUP INCGSCE4,202$2.3M0.03%
233CATERPILLAR INCCAT6,953$2.3M0.03%
234SELECT SECTOR SPDR TR81369Y88628,922$2.3M0.03%
235ACCENTURE PLC IRELANDACN7,203$2.2M0.03%
236SPDR SER TR78468R79648,356$2.2M0.03%
237J P MORGAN EXCHANGE TRADED F46641Q15947,657$2.2M0.03%
238BLACKSTONE INCBX15,531$2.2M0.03%
239THERMO FISHER SCIENTIFIC INCTMO4,347$2.2M0.03%
240VANGUARD MALVERN FDS92202080542,800$2.1M0.03%
241WISDOMTREE TRWT35,194$2.1M0.03%
242SCHWAB STRATEGIC TR80852410295,805$2.1M0.03%
243NUSHARES ETF TRNU53,309$2.0M0.03%
244SPDR SER TR78464A80529,914$2.0M0.03%
245AIR PRODS & CHEMS INCAIIR6,729$2.0M0.03%
246NORFOLK SOUTHN CORP6558441088,312$2.0M0.03%
247SCHWAB STRATEGIC TR80852488854,738$2.0M0.03%
248ISHARES TR4642876896,158$2.0M0.03%
249DUPONT DE NEMOURS INCDD26,029$1.9M0.03%
250SCHWAB STRATEGIC TR80852484788,547$1.9M0.03%
251NETFLIX INCNFLX2,023$1.9M0.03%
252SPDR SER TR78464A87022,780$1.8M0.03%
253VANGUARD STAR FDS92190976829,735$1.8M0.03%
254CORTEVA INCCTVA29,331$1.8M0.03%
255VANGUARD INTL EQUITY INDEX F92204277530,403$1.8M0.03%
256ISHARES TR46428857017,286$1.8M0.02%
257WISDOMTREE TRWT55,382$1.8M0.02%
258ISHARES TR46428745720,980$1.7M0.02%
259SPDR INDEX SHS FDS78463X50943,760$1.7M0.02%
260VANGUARD ADMIRAL FDS INC9219327039,317$1.7M0.02%
261PFIZER INCPFE66,850$1.7M0.02%
262DIMENSIONAL ETF TRUST25434V78156,201$1.6M0.02%
263CME GROUP INCCME6,165$1.6M0.02%
264JEFFERIES FINL GROUP INC47233W10930,324$1.6M0.02%
265KINDER MORGAN INC DELEP-PC56,908$1.6M0.02%
266SELECT SECTOR SPDR TR81369Y70412,364$1.6M0.02%
267INVESCO EXCHANGE TRADED FD TIVZ39,885$1.6M0.02%
268BRISTOL-MYERS SQUIBB COCELG-RI26,297$1.6M0.02%
269ISHARES TR46428788712,691$1.6M0.02%
270INTUITINTU2,568$1.6M0.02%
271AT&T INCT-PC55,450$1.6M0.02%
272DIMENSIONAL ETF TRUST25434V62525,307$1.6M0.02%
273DIMENSIONAL ETF TRUST25434V86432,501$1.5M0.02%
274WELLS FARGO CO NEW94974610121,110$1.5M0.02%
275SPDR DOW JONES INDL AVERAGE78467X1093,606$1.5M0.02%
276SELECT SECTOR SPDR TR81369Y8037,287$1.5M0.02%
277TEXAS INSTRS INC8825081048,219$1.5M0.02%
278PAYCOM SOFTWARE INCPAYC6,570$1.4M0.02%
279PRUDENTIAL FINL INCPUKPF12,801$1.4M0.02%
280ISHARES TR46432F3967,032$1.4M0.02%
281DIMENSIONAL ETF TRUST25434V71639,662$1.4M0.02%
282CONSOLIDATED EDISON INCED12,749$1.4M0.02%
283LOEWS CORPL15,282$1.4M0.02%
284WARNER MUSIC GROUP CORPWMG44,796$1.4M0.02%
285ALTRIA GROUP INCMO23,332$1.4M0.02%
286DANAHER CORPORATION2358511026,828$1.4M0.02%
287SBA COMMUNICATIONS CORP NEWSBAC6,271$1.4M0.02%
288L3HARRIS TECHNOLOGIES INCLHX6,584$1.4M0.02%
289CARRIER GLOBAL CORPORATIONCARR21,703$1.4M0.02%
290CROWDSTRIKE HLDGS INCCRWD3,794$1.3M0.02%
2913M COMMM9,078$1.3M0.02%
292SCHWAB STRATEGIC TR80852483956,007$1.3M0.02%
293ILLINOIS TOOL WKS INC4523081095,213$1.3M0.02%
294TJX COS INC NEW87254010910,251$1.2M0.02%
295SPDR SER TR78464A28449,252$1.2M0.02%
296SCHWAB STRATEGIC TR80852470645,022$1.2M0.02%
297HOLOGIC INCHOLX19,989$1.2M0.02%
298MOTOROLA SOLUTIONS INCMSI2,817$1.2M0.02%
299FIRST TR EXCHANGE-TRADED FD33733B10012,224$1.2M0.02%
300APPLIED MATLS INC0382221058,408$1.2M0.02%
301HERSHEY COHSY7,129$1.2M0.02%
302FISERV INCFISV5,444$1.2M0.02%
303PALANTIR TECHNOLOGIES INCPLTR14,217$1.2M0.02%
304ISHARES TR46434V26634,684$1.2M0.02%
305SPDR SER TR78468R73924,422$1.2M0.02%
306AVANTOR INCAVTR71,093$1.2M0.02%
307BECTON DICKINSON & COBDX4,977$1.1M0.02%
308NUCOR CORPNUE9,464$1.1M0.02%
309PIMCO ETF TR72201R64311,293$1.1M0.02%
310MARRIOTT INTL INC NEW5719032024,679$1.1M0.02%
311CONOCOPHILLIPSCOP10,498$1.1M0.01%
312SELECT SECTOR SPDR TR81369Y86026,150$1.1M0.01%
313AMERICAN CENTY ETF TR02507287712,550$1.1M0.01%
314CORNING INCGLW23,610$1.1M0.01%
315MORGAN STANLEYMS-PQ8,988$1.0M0.01%
316VANGUARD WORLD FD92204A8015,551$1.0M0.01%
317SAP SESAPGF3,853$1.0M0.01%
318VANGUARD WORLD FD92204A5043,897$1.0M0.01%
319UFP INDUSTRIES INCUFPI9,512$1.0M0.01%
320ISHARES TR46432F3395,918$1.0M0.01%
321INTEL CORPINTC44,202$1.0M0.01%
322SPRINKLR INCCXM119,347$996,5480.01%
323DOW INCDOW28,521$995,9540.01%
324PPG INDS INC6935061079,082$993,1170.01%
325SOUTHERN COSOMN10,765$989,8410.01%
326PUBLIC SVC ENTERPRISE GRP IN74457310611,858$975,8860.01%
327ISHARES TR46428756415,800$972,1790.01%
328DIMENSIONAL ETF TRUST25434V83129,308$971,2680.01%
329DIMENSIONAL ETF TRUST25434V65836,855$967,8070.01%
330BOEING COBA-PA5,615$957,6610.01%
331EATON CORP PLCETN3,514$955,0870.01%
332AMERICAN CENTY ETF TR02507223213,401$954,0180.01%
333DIMENSIONAL ETF TRUST25434V79934,133$947,8650.01%
334WSFS FINL CORP92932810218,234$945,7980.01%
335ROYAL BK CDA7800871028,150$918,6680.01%
336VERIZON COMMUNICATIONS INCVZ19,691$893,2060.01%
337SCHWAB STRATEGIC TR80852479731,871$891,1140.01%
338INVESCO ACTVELY MNGD ETC FDIVZ65,179$888,3900.01%
339PAYCHEX INCPAYX5,748$886,7970.01%
340ISHARES TR4642888697,987$885,8630.01%
341GENERAL MLS INC37033410414,566$870,9050.01%
342ISHARES TR46434V45621,374$848,3170.01%
343PPL CORPPPLC23,490$848,2240.01%
344ISHARES TR46428760610,179$847,7040.01%
345VANGUARD ADMIRAL FDS INC9219325052,520$842,9370.01%
346CSX CORPCSX28,614$842,1130.01%
347ISHARES TR4642871686,237$837,5670.01%
348FVCBANKCORP INCFVCB78,650$831,3310.01%
349GE VERNOVA INCGEV2,715$828,8390.01%
350ZIMMER BIOMET HOLDINGS INCZBH7,236$818,9600.01%
351SPDR SER TR78464A65631,041$818,8620.01%
352VANGUARD WORLD FD92204A1082,491$810,8460.01%
353DIAGEO PLCDGEAF7,554$791,6220.01%
354GOLDMAN SACHS ETF TRNVGLF7,846$786,0130.01%
355ISHARES TR4642875158,822$785,0700.01%
356UNITED RENTALS INCURI1,229$770,2150.01%
357INTUITIVE SURGICAL INCISRG1,554$769,7030.01%
358ISHARES TR4642875566,006$768,2250.01%
359VANGUARD INTL EQUITY INDEX F92204267618,979$767,8720.01%
360VANGUARD WORLD FD92204A3065,905$765,9110.01%
361ISHARES TR46436E7187,542$759,2540.01%
362YUM BRANDS INCYUM4,823$758,9480.01%
363TELEDYNE TECHNOLOGIES INCTDY1,502$747,5610.01%
364INVESCO EXCH TRADED FD TR IIIVZ3,859$744,8520.01%
365ISHARES TR4642877397,699$737,2030.01%
366CUMMINS INCCMI2,340$733,2930.01%
367DIMENSIONAL ETF TRUST25434V69020,971$731,6790.01%
368VANGUARD INDEX FDS9229085382,983$729,6670.01%
369WASTE MGMT INC DEL94106L1093,145$728,1340.01%
370WISDOMTREE TRWT11,879$690,8230.01%
371MANAGER DIRECTED PORTFOLIOS56170L69567,878$688,2830.01%
372DIMENSIONAL ETF TRUST25434V67413,203$679,9550.01%
373KIMBERLY-CLARK CORPKMB4,769$678,2790.01%
374ISHARES TR46435G5329,200$665,9880.01%
375ETSY INCETSY14,088$664,6720.01%
376SPDR SER TR78468R20021,456$661,2680.01%
377SPDR SER TR78464A7634,818$653,6860.01%
378SCHWAB STRATEGIC TR80852475518,076$653,2670.01%
379ISHARES TR46436E85828,447$652,5750.01%
380ISHARES BITCOIN TRUST ETFIBIT13,940$652,5380.01%
381ISHARES TR46435U85317,688$651,0960.01%
382ROSS STORES INCROST5,063$647,0000.01%
383CLOROX CO DELCLX4,372$643,7770.01%
384WISDOMTREE TRWT13,310$643,0160.01%
385ISHARES TR4642877544,938$642,8170.01%
386AMERICAN ELEC PWR CO INC0255371015,829$636,9350.01%
387VANGUARD SCOTTSDALE FDS92206C77113,746$636,5960.01%
388ISHARES TR46434V62110,298$636,2390.01%
389ISHARES TR46436E84128,155$631,2360.01%
390ISHARES TR4642888025,473$628,6840.01%
391WEST PHARMACEUTICAL SVSC INC9553061052,804$627,7600.01%
392ISHARES TR46428986710,873$625,9590.01%
393ISHARES TR46428988316,537$622,2880.01%
394EBAY INC.EBAY9,180$621,7940.01%
395OCCIDENTAL PETE CORP67459910512,579$620,9220.01%
396VANGUARD WORLD FD92191072510,383$612,3800.01%
397ENTERPRISE PRODS PARTNERS L29379210717,655$602,7440.01%
398NOVARTIS AGNVSEF5,401$602,1040.01%
399WATSCO INCWSO-B1,169$594,2290.01%
400VANGUARD SCOTTSDALE FDS92206C7302,319$588,7730.01%
401DIMENSIONAL ETF TRUST25434V77322,761$588,1560.01%
402ISHARES TR4642877885,210$587,9490.01%
403TRAVELERS COMPANIES INCTRV2,207$583,7930.01%
404INVESCO EXCH TRADED FD TR IIIVZ7,765$580,1740.01%
405VANGUARD SCOTTSDALE FDS92206C1029,874$579,5110.01%
406DIMENSIONAL ETF TRUST25434V73221,817$577,2740.01%
407DIMENSIONAL ETF TRUST25434V68216,842$567,2330.01%
408SELECT SECTOR SPDR TR81369Y60511,371$566,4040.01%
409ISHARES TR4642877214,012$563,4460.01%
410ENBRIDGE INCENNPF12,674$561,5850.01%
411ARISTA NETWORKS INCANET7,120$551,6770.01%
412CHUBB LIMITEDCB1,824$550,8300.01%
413SELECT SECTOR SPDR TR81369Y5065,785$540,5820.01%
414DIMENSIONAL ETF TRUST25434V85612,833$540,4110.01%
415NIKE INCNKE8,446$536,1740.01%
416AMERIPRISE FINL INC03076C1061,105$534,7000.01%
417ISHARES INC46434G7649,668$532,6110.01%
418PHILLIPS 66PSX4,307$531,8610.01%
419ISHARES TR4642898596,931$530,2320.01%
420AUTOZONE INCAZO139$529,9770.01%
421THE CIGNA GROUP1255231001,608$529,1570.01%
422DOMINION ENERGY INCD9,432$528,8460.01%
423SCHWAB STRATEGIC TR80852476319,155$524,6560.01%
424SELECT SECTOR SPDR TR81369Y2093,580$522,7740.01%
425INVESCO SR INCOME TRIVZ139,356$522,5850.01%
426MARSH & MCLENNAN COS INC5717481022,135$520,9930.01%
427GALLAGHER ARTHUR J & CO3635761091,506$520,0110.01%
428FIDELITY COVINGTON TRUST31609211316,614$518,1810.01%
429LINDE PLCLIN1,101$512,5620.01%
430PACKAGING CORP AMER6951561092,567$508,3180.01%
431ESSENTIAL UTILS INC29670G10212,842$507,6580.01%
432AMENTUM HOLDINGS INCAMTM27,848$506,8340.01%
433PROSHARES TR74347B5738,556$506,6990.01%
434VANGUARD WORLD FD92204A8843,398$504,2300.01%
435AMETEK INCAME2,929$504,1120.01%
436ECOLAB INCECL1,988$503,9980.01%
437S&P GLOBAL INCSPGI983$499,6480.01%
438FIRST BANCORP N C31891010612,434$499,1010.01%
439US BANCORP DELUSB-PS11,817$498,9120.01%
440CAPITAL ONE FINL CORP14040H1052,782$498,7890.01%
441CITIGROUP INCC-PR6,932$492,0890.01%
442ISHARES TR46436E86621,007$490,9340.01%
443GILEAD SCIENCES INCGILD4,368$489,4740.01%
444WISDOMTREE TRWT6,166$489,3960.01%
445ISHARES TR4642872424,488$487,8550.01%
446VANGUARD ADMIRAL FDS INC9219328284,906$473,4790.01%
447ROLLINS INCROL8,755$473,0330.01%
448ISHARES TR46435G1025,591$467,4640.01%
449TOTALENERGIES SETTE7,188$464,9920.01%
450SHERWIN WILLIAMS COSHW1,318$460,2450.01%
451ALLSTATE CORPALL-PJ2,207$456,9000.01%
452OLD DOMINION FREIGHT LINE INODFL2,736$452,5920.01%
453BANK NEW YORK MELLON CORP0640581005,206$436,6050.01%
454INNOVATOR ETFS TRUSTINHD11,531$433,5660.01%
455RPM INTL INC7496851033,737$432,2970.01%
456VERISIGN INCVRSN1,688$428,5330.01%
457SHELL PLCRYDAF5,779$423,4980.01%
458UBER TECHNOLOGIES INCUBER5,805$422,9620.01%
459AMERICAN TOWER CORP NEW03027X1001,941$422,3620.01%
460J P MORGAN EXCHANGE TRADED F46641Q3327,222$412,6710.01%
461INNOVATOR ETFS TRUSTINHD13,020$408,8980.01%
462DISCOVER FINL SVCS2547091082,381$406,4230.01%
463ADVANCED MICRO DEVICES INCAMD3,954$406,2080.01%
464VANECK ETF TRUST92189F1068,784$403,7880.01%
465J P MORGAN EXCHANGE TRADED F46654Q2037,790$403,3670.01%
466SYNOPSYS INCSNPS938$402,2620.01%
467NB BANCORP INCNBBK22,011$397,7390.01%
468VANGUARD INDEX FDS9229086522,305$397,0600.01%
469PROSHARES TR74348A4673,852$393,6220.01%
470TE CONNECTIVITY PLCTEL2,778$392,6160.01%
471ISHARES TR4642882573,312$385,4840.01%
472SPDR INDEX SHS FDS78470E20511,430$383,9440.01%
473SIMON PPTY GROUP INC NEW8288061092,310$383,6910.01%
474NUSHARES ETF TRNU9,470$383,4410.01%
475EVERSOURCE ENERGYES6,063$376,5660.01%
476VANGUARD SCOTTSDALE FDS92206C6232,015$375,4370.01%
477ONEOK INC NEWOKE3,715$368,6030.01%
478AGNICO EAGLE MINES LTDAEM3,384$366,8600.00%
479ISHARES TR4642885134,626$364,9260.00%
480WISDOMTREE TRWT9,832$361,7200.00%
481CANADIAN NATL RY CO1363751023,681$358,7510.00%
482DIMENSIONAL ETF TRUST25434V82315,065$358,0960.00%
483GE HEALTHCARE TECHNOLOGIES IGEHC4,348$350,9110.00%
484ALARM COM HLDGS INCALRM6,301$350,6510.00%
485CONSTELLATION ENERGY CORPCEG1,733$349,3300.00%
486SNOWFLAKE INCSNOW2,385$348,6000.00%
487MICRON TECHNOLOGY INCMU4,004$347,8850.00%
488BURKE HERBERT FINL SVCS CORP12135Y1086,200$347,8820.00%
489ALIBABA GROUP HLDG LTDBBAAY2,627$347,4070.00%
490PACER FDS TR69374H8816,274$343,5640.00%
491WILLIAMS COS INC9694571005,737$342,8320.00%
492LABCORP HOLDINGS INCLH1,468$341,6630.00%
493DARDEN RESTAURANTS INCDRI1,627$338,0880.00%
494WISDOMTREE TRWT6,821$333,1380.00%
495SPDR SER TR78464A38314,993$330,5960.00%
496LULULEMON ATHLETICA INCLULU1,166$330,0480.00%
497FIDELITY COVINGTON TRUST31609A10710,730$329,8490.00%
498WISDOMTREE TRWT2,993$329,8000.00%
499WELLTOWER INCWELL2,151$329,4870.00%
500SCHWAB STRATEGIC TR80852477113,892$327,9910.00%