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 Q1 2025 · Filed May 15, 2025 · Accession 0001398344-25-009656

Total Value
$12.52B
Positions
1,283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087363,336,464$1.24B10.13%
2APPLE INCAAPL2,016,719$448.0M3.67%
3VANGUARD BD INDEX FDS9219378195,394,520$413.1M3.38%
4VANGUARD INDEX FDS9229087442,383,097$411.7M3.37%
5VANGUARD WHITEHALL FDS9219468104,298,002$356.5M2.92%
6ISHARES TR4642886465,712,698$299.2M2.45%
7MICROSOFT CORPMSFT715,551$268.6M2.20%
8VANGUARD INDEX FDS9229085381,061,830$259.8M2.13%
9VANGUARD INTL EQUITY INDEX F9220428585,412,696$245.0M2.00%
10VANGUARD INDEX FDS9229085121,515,445$243.3M1.99%
11ISHARES TR4642872262,345,970$232.1M1.90%
12SPDR S&P 500 ETF TRSPY406,522$227.4M1.86%
13AMAZON COM INCAMZN1,085,574$206.5M1.69%
14DIMENSIONAL ETF TRUST25434V6666,473,128$197.9M1.62%
15ADVISOR MANAGED PORTFOLIOS00777X6604,249,115$176.5M1.44%
16JPMORGAN CHASE & CO.VYLD704,605$172.8M1.41%
17ALPHABET INCGOOG1,045,421$161.7M1.32%
18NVIDIA CORPORATIONNVDA1,453,222$157.5M1.29%
19DIMENSIONAL ETF TRUST25434V6093,016,203$155.3M1.27%
20VANGUARD INDEX FDS922908595601,701$151.5M1.24%
21BROADCOM INCAVGO879,535$147.3M1.21%
22SELECT SECTOR SPDR TR81369Y803690,537$142.6M1.17%
23COSTCO WHSL CORP NEW22160K105139,638$132.1M1.08%
24ISHARES TR46429B2675,744,383$132.0M1.08%
25DIMENSIONAL ETF TRUST25434V8073,007,183$118.4M0.97%
26BERKSHIRE HATHAWAY INC DELBRK-A204,449$108.9M0.89%
27META PLATFORMS INCMETA187,851$108.3M0.89%
28EXXON MOBIL CORPXOM901,263$107.2M0.88%
29ISHARES TR464288414949,055$100.1M0.82%
30VANGUARD INDEX FDS922908363184,743$94.9M0.78%
31JOHNSON & JOHNSONJNJ562,576$93.3M0.76%
32VISA INCV246,003$86.2M0.71%
33RTX CORPORATIONRTX589,007$78.0M0.64%
34CISCO SYS INCCSCO1,180,257$72.8M0.60%
35STRYKER CORPORATIONSYK194,858$72.5M0.59%
36NEXTERA ENERGY INCNEE-PW1,016,640$72.1M0.59%
37ISHARES TR4642883561,274,491$71.7M0.59%
38MCDONALDS CORPMCD224,203$70.0M0.57%
39SELECT SECTOR SPDR TR81369Y100802,070$69.0M0.56%
40ISHARES TR464287614178,504$64.5M0.53%
41ALLSTATE CORPALL-PJ310,027$64.2M0.53%
42AMERICAN TOWER CORP NEW03027X100281,727$61.3M0.50%
43J P MORGAN EXCHANGE TRADED F46641Q2741,253,794$59.2M0.48%
44ISHARES TR464287598312,937$58.9M0.48%
45BLACKROCK INCBLK61,079$57.8M0.47%
46HONEYWELL INTL INC438516106270,693$57.3M0.47%
47ELI LILLY & COLLY69,144$57.1M0.47%
48DIMENSIONAL ETF TRUST25434V8152,028,357$57.1M0.47%
49S&P GLOBAL INCSPGI109,745$55.8M0.46%
50VANGUARD WHITEHALL FDS921946885857,792$55.1M0.45%
51PEPSICO INCPEP361,823$54.3M0.44%
52UNION PAC CORPUNP228,764$54.0M0.44%
53VANGUARD INDEX FDS922908769195,300$53.7M0.44%
54SELECT SECTOR SPDR TR81369Y506564,828$52.8M0.43%
55SPDR SER TR78468R663570,422$52.3M0.43%
56ISHARES TR46428720087,505$49.2M0.40%
57SELECT SECTOR SPDR TR81369Y308598,971$48.9M0.40%
58DIMENSIONAL ETF TRUST25434V7081,469,214$48.5M0.40%
59INVESCO QQQ TRIVZ102,385$48.0M0.39%
60ISHARES TR46435G516551,520$45.1M0.37%
61VANGUARD TAX-MANAGED FDS921943858860,783$43.8M0.36%
62UNITEDHEALTH GROUP INCUNH83,141$43.5M0.36%
63ZOETIS INCZTS259,118$42.7M0.35%
64COMCAST CORP NEWCCZ1,095,934$40.4M0.33%
65ALPHABET INCGOOG253,687$39.6M0.32%
66VANGUARD MUN BD FDS922907746778,873$38.6M0.32%
67SPDR SER TR78468R556289,507$38.1M0.31%
68ISHARES TR464287481316,353$37.2M0.30%
69DIMENSIONAL ETF TRUST25434V2031,179,788$36.8M0.30%
70HCA HEALTHCARE INCHCA104,811$36.2M0.30%
71SELECT SECTOR SPDR TR81369Y407176,834$34.9M0.29%
72INVESCO EXCH TRADED FD TR IIIVZ1,452,311$33.5M0.27%
73OREILLY AUTOMOTIVE INC67103H10722,990$32.9M0.27%
74TJX COS INC NEW872540109268,884$32.8M0.27%
75BONDBLOXX ETF TRUST09789C721646,307$32.7M0.27%
76SOUTHERN COSOMN346,815$31.9M0.26%
77WASTE MGMT INC DEL94106L109132,583$30.7M0.25%
78HOME DEPOT INCHD82,166$30.1M0.25%
79ISHARES TR464288877505,497$29.8M0.24%
80SALESFORCE INCCRM107,781$28.9M0.24%
81GLOBAL X FDS37954Y673755,241$28.5M0.23%
82NIKE INCNKE438,092$27.8M0.23%
83INVESCO EXCH TRADED FD TR IIIVZ144,061$27.8M0.23%
84WELLTOWER INCWELL181,143$27.8M0.23%
85ALPS ETF TR00162Q452530,502$27.6M0.23%
86VANGUARD SPECIALIZED FUNDS921908844141,540$27.5M0.22%
87ABBVIE INCABBV126,128$26.4M0.22%
88VANGUARD INDEX FDS922908751117,396$26.0M0.21%
89VALERO ENERGY CORPVLO193,087$25.5M0.21%
90SEMPRASREA357,181$25.5M0.21%
91GLOBAL PMTS INC37940X102258,964$25.4M0.21%
92VANGUARD WORLD FD92191081680,936$25.0M0.20%
93CHEVRON CORP NEWCVX147,035$24.6M0.20%
94SPDR SER TR78464A698429,602$24.4M0.20%
95KEYSIGHT TECHNOLOGIES INCKEYS161,649$24.2M0.20%
96DIMENSIONAL ETF TRUST25434V799860,660$23.9M0.20%
97TESLA INCTSLA91,864$23.8M0.19%
98ROCKWELL AUTOMATION INCROK90,516$23.4M0.19%
99VANECK ETF TRUST92189F643263,765$23.2M0.19%
100ACCENTURE PLC IRELANDACN73,055$22.8M0.19%
101ISHARES TR464288885224,071$22.4M0.18%
102ISHARES TR464287465268,935$22.0M0.18%
103TIDAL ETF TR886364850837,926$21.6M0.18%
104INVESCO EXCH TRADED FD TR IIIVZ867,396$20.7M0.17%
105FRANKLIN TEMPLETON ETF TRFGDL663,973$20.5M0.17%
106PALO ALTO NETWORKS INCPANW120,213$20.5M0.17%
107DIMENSIONAL ETF TRUST25434V500341,296$20.4M0.17%
108ISHARES TR464287804192,125$20.1M0.16%
109XYLEM INCXYL166,100$19.8M0.16%
110PGIM ETF TR69344A107398,477$19.8M0.16%
111BANK AMERICA CORP060505104464,223$19.4M0.16%
112ADVANCED MICRO DEVICES INCAMD185,442$19.1M0.16%
113FIDELITY COVINGTON TRUST316092832377,007$18.8M0.15%
114ADOBE INCADBE48,703$18.7M0.15%
115BERKSHIRE HATHAWAY INC DELBRK-A23$18.4M0.15%
116PROCTER AND GAMBLE CO742718109107,524$18.3M0.15%
117ISHARES TR464287507309,728$18.1M0.15%
118MCKESSON CORPMCK26,502$17.8M0.15%
119WELLS FARGO CO NEW949746101240,236$17.2M0.14%
120LOWES COS INC54866110772,814$17.0M0.14%
121QUALCOMM INCQCOM109,788$16.9M0.14%
122SPDR S&P MIDCAP 400 ETF TRMDY31,311$16.7M0.14%
123ORACLE CORPORCL-PD117,265$16.4M0.13%
124WALMART INCWMT182,703$16.0M0.13%
125NETFLIX INCNFLX16,850$15.7M0.13%
126J P MORGAN EXCHANGE TRADED F46654Q815315,156$15.7M0.13%
127J P MORGAN EXCHANGE TRADED F46641Q332270,547$15.5M0.13%
128CLEARBRIDGE ENERGY MIDSTRM O18469P209306,580$15.2M0.12%
129DIMENSIONAL ETF TRUST25434V880551,479$14.4M0.12%
130FIRST TR NASDAQ 100 TECH IND33734510279,336$13.8M0.11%
131MERCK & CO INCMRK150,175$13.5M0.11%
132GOLDMAN SACHS ETF TRNVGLF293,259$13.4M0.11%
133SELECT SECTOR SPDR TR81369Y605268,854$13.4M0.11%
134VANGUARD INDEX FDS92290862951,092$13.2M0.11%
135SKYWEST INCSKYW149,214$13.0M0.11%
136ABRDN ASIA PACIFIC INCOME FUABAKF812,337$12.8M0.10%
137ISHARES TR46435U168534,094$12.4M0.10%
138AMGEN INCAMGN39,823$12.4M0.10%
139ISHARES INC46434G103223,216$12.0M0.10%
140SPDR GOLD TRGLD41,663$12.0M0.10%
141NORTHROP GRUMMAN CORPNOC22,774$11.7M0.10%
142SELECT SECTOR SPDR TR81369Y852118,514$11.4M0.09%
143SCHWAB STRATEGIC TR808524805553,005$10.9M0.09%
144VANGUARD WHITEHALL FDS92194640684,258$10.9M0.09%
145ISHARES TR46428763071,537$10.8M0.09%
146ISHARES TR464287309115,584$10.7M0.09%
147MASTERCARD INCORPORATEDMA19,575$10.7M0.09%
148CINTAS CORPCTAS51,503$10.6M0.09%
149DIMENSIONAL ETF TRUST25434V724244,856$10.1M0.08%
150ISHARES TR46434V639253,823$9.9M0.08%
151APPLIED MATLS INC03822210567,674$9.8M0.08%
152INTERNATIONAL BUSINESS MACHSINTR39,467$9.8M0.08%
153SELECT SECTOR SPDR TR81369Y20964,395$9.4M0.08%
154DIMENSIONAL ETF TRUST25434V302359,709$9.3M0.08%
155ISHARES TR46435G243372,647$9.3M0.08%
156SCHWAB STRATEGIC TR808524300368,258$9.2M0.08%
157ISHARES TR46428765545,887$9.2M0.07%
158AMERICAN CENTY ETF TR025072877103,780$9.0M0.07%
159DISNEY WALT CO25468710691,591$9.0M0.07%
160FRANKLIN TEMPLETON ETF TRFGDL297,936$8.8M0.07%
161VANGUARD INDEX FDS92290865250,811$8.8M0.07%
162THERMO FISHER SCIENTIFIC INCTMO17,562$8.7M0.07%
163TRANSDIGM GROUP INCTDG6,304$8.7M0.07%
164ISHARES TR46428710131,805$8.6M0.07%
165ISHARES TR46432F842111,657$8.4M0.07%
166GRAINGER W W INC3848021048,505$8.4M0.07%
167ABBOTT LABSABLZF63,123$8.4M0.07%
168VANGUARD INDEX FDS92290861144,829$8.4M0.07%
169EATON CORP PLCETN30,572$8.3M0.07%
170LOCKHEED MARTIN CORPLMT17,893$8.0M0.07%
171ISHARES TR46428740841,748$8.0M0.07%
172J P MORGAN EXCHANGE TRADED F46641Q761140,884$8.0M0.07%
173COCA COLA COKO110,324$7.9M0.06%
174SELECT SECTOR SPDR TR81369Y70460,238$7.9M0.06%
175ISHARES TR46435U663205,118$7.9M0.06%
176ISHARES TR464288810129,962$7.8M0.06%
177ISHARES TR46428885181,537$7.7M0.06%
178ISHARES TR46428815872,679$7.7M0.06%
179AMERICAN EXPRESS COAXP28,395$7.6M0.06%
180ISHARES TR46428762224,482$7.5M0.06%
181PHILIP MORRIS INTL INC71817210947,107$7.5M0.06%
182PRINCIPAL EXCHANGE TRADED FD74255Y870130,569$7.4M0.06%
183CVS HEALTH CORPCVS106,682$7.2M0.06%
184GOLDMAN SACHS ETF TRNVGLF161,652$7.2M0.06%
185AUTOMATIC DATA PROCESSING INADP23,530$7.2M0.06%
186PFIZER INCPFE279,347$7.1M0.06%
187ISHARES TR46434V621111,028$6.9M0.06%
188TEXAS INSTRS INC88250810437,437$6.7M0.06%
189VANGUARD SCOTTSDALE FDS92206C66483,227$6.7M0.05%
190INTUITIVE SURGICAL INCISRG13,449$6.7M0.05%
191BOOKING HOLDINGS INCBKNG1,425$6.6M0.05%
192ISHARES TR46428764825,500$6.5M0.05%
193SCHWAB STRATEGIC TR808524201292,036$6.4M0.05%
194FAIR ISAAC CORPFICO3,447$6.4M0.05%
195VANGUARD WORLD FD92204A70211,645$6.3M0.05%
196VANGUARD STAR FDS921909768100,934$6.3M0.05%
197ENTERPRISE PRODS PARTNERS L293792107183,410$6.3M0.05%
198VERIZON COMMUNICATIONS INCVZ138,031$6.3M0.05%
199ISHARES TR464287234141,824$6.2M0.05%
200VANGUARD WORLD FD92204A50422,929$6.1M0.05%
201SPDR DOW JONES INDL AVERAGE78467X10914,388$6.0M0.05%
202PAYCHEX INCPAYX38,265$5.9M0.05%
203VANGUARD BD INDEX FDS92193783579,249$5.8M0.05%
204ISHARES TR46429B69761,795$5.8M0.05%
205STARBUCKS CORPSBUX58,411$5.7M0.05%
206CATERPILLAR INCCAT17,319$5.7M0.05%
207SPDR SER TR78468R52357,295$5.7M0.05%
208DANAHER CORPORATION23585110227,491$5.6M0.05%
209INVESCO EXCH TRD SLF IDX FDIVZ269,711$5.6M0.05%
210DIMENSIONAL ETF TRUST25434V732210,119$5.6M0.05%
211VANECK ETF TRUST92189F67626,284$5.6M0.05%
212FRANKLIN TEMPLETON ETF TRFGDL191,363$5.5M0.04%
213J P MORGAN EXCHANGE TRADED F46641Q654107,738$5.5M0.04%
214ISHARES TR46429B598106,291$5.5M0.04%
215INVESCO EXCH TRD SLF IDX FDIVZ280,446$5.5M0.04%
216AT&T INCT-PC192,053$5.4M0.04%
217CONOCOPHILLIPSCOP51,268$5.4M0.04%
218SCHWAB STRATEGIC TR808524797189,094$5.3M0.04%
219SPDR SER TR78464A76337,616$5.1M0.04%
220KLA CORPKLAC7,473$5.1M0.04%
221INTUITINTU8,111$5.0M0.04%
222CROWDSTRIKE HLDGS INCCRWD14,112$5.0M0.04%
223ISHARES TR46434VBD1196,879$5.0M0.04%
224DOVER CORPDOV27,947$4.9M0.04%
225ISHARES TR46428747338,454$4.8M0.04%
226INVESCO EXCH TRD SLF IDX FDIVZ246,459$4.8M0.04%
227GE AEROSPACE36960430123,794$4.8M0.04%
228INVESCO EXCHANGE TRADED FD TIVZ26,883$4.7M0.04%
229ISHARES TR46428760655,238$4.6M0.04%
230CHUBB LIMITEDCB15,230$4.6M0.04%
231CSX CORPCSX155,967$4.6M0.04%
232ISHARES TR46428768914,128$4.5M0.04%
233UBER TECHNOLOGIES INCUBER61,509$4.5M0.04%
234ARISTA NETWORKS INCANET57,590$4.5M0.04%
235ALTRIA GROUP INCMO74,214$4.5M0.04%
236AIR PRODS & CHEMS INCAIIR14,902$4.4M0.04%
237US BANCORP DELUSB-PS103,322$4.4M0.04%
238ISHARES TR46428825737,442$4.4M0.04%
239EOG RES INCEOG33,715$4.3M0.04%
240CITIGROUP INCC-PR60,091$4.3M0.03%
241KINDER MORGAN INC DELEP-PC147,156$4.2M0.03%
242COLGATE PALMOLIVE COCL44,508$4.2M0.03%
243ISHARES TR46435U515165,037$4.2M0.03%
244SPDR SER TR78464A375125,079$4.2M0.03%
245BLUE OWL CAPITAL CORPORATIONOWL282,081$4.1M0.03%
246VANGUARD WELLINGTON FD92193580535,976$4.1M0.03%
247VANGUARD INDEX FDS92290863715,935$4.1M0.03%
248GENERAL DYNAMICS CORPGD15,011$4.1M0.03%
249WISDOMTREE TRWT51,155$4.1M0.03%
250BOSTON OMAHA CORPBOC276,668$4.0M0.03%
251ISHARES INC46434G82258,458$4.0M0.03%
252ISHARES TR46428787940,127$3.9M0.03%
253MORGAN STANLEYMS-PQ33,273$3.9M0.03%
254SELECT SECTOR SPDR TR81369Y88648,270$3.8M0.03%
255TRACTOR SUPPLY COTSCO68,518$3.8M0.03%
256SCHWAB STRATEGIC TR808524409141,900$3.8M0.03%
257BECTON DICKINSON & COBDX16,439$3.8M0.03%
258VANGUARD ADMIRAL FDS INC92193288538,150$3.8M0.03%
259ISHARES TR46436E528160,570$3.7M0.03%
260ARES MANAGEMENT CORPORATIONARES-PB25,335$3.7M0.03%
261GOLDMAN SACHS GROUP INCGSCE6,757$3.7M0.03%
262INVESCO EXCHANGE TRADED FD TIVZ36,829$3.7M0.03%
2633M COMMM24,812$3.6M0.03%
264TAIWAN SEMICONDUCTOR MFG LTD87403910021,706$3.6M0.03%
265BOSTON SCIENTIFIC CORPBSX35,603$3.6M0.03%
266ISHARES TR46435GAA0146,634$3.6M0.03%
267VANGUARD ADMIRAL FDS INC92193282836,711$3.5M0.03%
268DUKE ENERGY CORP NEWDUKB28,997$3.5M0.03%
269DIMENSIONAL ETF TRUST25434V40158,429$3.5M0.03%
270ECOLAB INCECL13,844$3.5M0.03%
271AMERICAN CENTY ETF TR02507260457,443$3.5M0.03%
272ISHARES TR46428766337,410$3.5M0.03%
273BOEING COBA-PA20,210$3.4M0.03%
274FISERV INCFISV15,517$3.4M0.03%
275PROLOGIS INC.PLDGP30,492$3.4M0.03%
276UNITED PARCEL SERVICE INCUPS30,666$3.4M0.03%
277ISHARES TR46428715027,301$3.3M0.03%
278BRISTOL-MYERS SQUIBB COCELG-RI54,328$3.3M0.03%
279LINDE PLCLIN7,024$3.3M0.03%
280NOVO-NORDISK A SNONOF46,897$3.3M0.03%
281ISHARES TR46428749938,202$3.2M0.03%
282BLACKSTONE INCBX23,077$3.2M0.03%
283ISHARES TR46428840643,166$3.2M0.03%
284THE CIGNA GROUP1255231009,724$3.2M0.03%
285ISHARES TR46432F33918,693$3.2M0.03%
286BERKSHIRE HATHAWAY INC DELBRK-A4$3.2M0.03%
287SCHWAB STRATEGIC TR808524607133,900$3.1M0.03%
288TRI CONTL CORP895436103101,861$3.1M0.03%
289MARVELL TECHNOLOGY INCMRVL50,650$3.1M0.03%
290ISHARES TR46428784622,863$3.1M0.03%
291LAM RESEARCH CORPLRCX42,799$3.1M0.03%
292GILEAD SCIENCES INCGILD27,584$3.1M0.03%
293MEDTRONIC PLCMDT34,165$3.1M0.03%
294GOLDMAN SACHS ETF TRNVGLF40,271$3.1M0.03%
295T-MOBILE US INCTMUSZ11,463$3.1M0.03%
296STEEL DYNAMICS INCSTLD24,295$3.0M0.02%
297MARATHON PETE CORPMARA20,746$3.0M0.02%
298SPDR SER TR78468R78868,253$3.0M0.02%
299ISHARES TR46435UAA9124,482$3.0M0.02%
300SCHWAB CHARLES CORPSCHW-PJ38,324$3.0M0.02%
301ISHARES TR46428716822,224$3.0M0.02%
302KIMBERLY-CLARK CORPKMB20,692$2.9M0.02%
303SERVICENOW INCNOW3,661$2.9M0.02%
304UNITED BANKSHARES INC WEST VUNTCW83,746$2.9M0.02%
305XPLR INFRASTRUCTURE LPNEE-PW304,671$2.9M0.02%
306SPDR SER TR78464A83937,163$2.9M0.02%
307VANECK ETF TRUST92189F10662,166$2.9M0.02%
308PIMCO ETF TR72201R77530,507$2.8M0.02%
309SPDR SER TR78464A47493,586$2.8M0.02%
310EMERSON ELEC COEMR25,661$2.8M0.02%
311HEICO CORP NEWHEI-A10,492$2.8M0.02%
312REALTY INCOME CORPO48,028$2.8M0.02%
313MORGAN STANLEY ETF TRUSTMS-PQ47,869$2.8M0.02%
314VANGUARD ADMIRAL FDS INC92193284429,600$2.7M0.02%
315ISHARES TR46432F38825,477$2.7M0.02%
316FIRST TR EXCHANGE-TRADED FD33733E30212,164$2.7M0.02%
317SELECT SECTOR SPDR TR81369Y86064,335$2.7M0.02%
318DIREXION SHS ETF TR25459W10245,276$2.7M0.02%
319VERTEX PHARMACEUTICALS INCVRTX5,449$2.6M0.02%
320SHERWIN WILLIAMS COSHW7,541$2.6M0.02%
321SCHWAB STRATEGIC TR80852470693,881$2.6M0.02%
322ISHARES SILVER TRSLV83,460$2.6M0.02%
323DEERE & CODE5,503$2.6M0.02%
324AON PLCAON6,460$2.6M0.02%
325J P MORGAN EXCHANGE TRADED F46641Q83750,610$2.6M0.02%
326VANGUARD WHITEHALL FDS92194679434,541$2.5M0.02%
327ISHARES TR46428828128,052$2.5M0.02%
328ISHARES TR46435U54953,350$2.5M0.02%
329ZSCALER INCZS12,764$2.5M0.02%
330ISHARES TR46432F83436,173$2.5M0.02%
331FIRST AMERN FINL CORP31847R10237,891$2.5M0.02%
332INVESCO EXCH TRADED FD TR IIIVZ33,151$2.5M0.02%
333FIDELITY NATIONAL FINANCIALFNF37,288$2.4M0.02%
334ISHARES TR46428876015,711$2.4M0.02%
335RBB FD INC74933W48649,313$2.4M0.02%
336GENERAL MLS INC37033410439,606$2.4M0.02%
337BERKLEY W R CORPWRB-PH33,231$2.4M0.02%
338SCHWAB STRATEGIC TR808524102109,691$2.4M0.02%
339PARKER-HANNIFIN CORPPH3,884$2.4M0.02%
340ISHARES TR46428772116,739$2.4M0.02%
341VANGUARD INDEX FDS92290855325,838$2.3M0.02%
342MICRON TECHNOLOGY INCMU26,825$2.3M0.02%
343FIDELITY COVINGTON TRUST31609250133,326$2.3M0.02%
344US FOODS HLDG CORPUSFD35,393$2.3M0.02%
345QUANTA SVCS INC74762E1029,086$2.3M0.02%
346FIRST CTZNS BANCSHARES INC N31946M1031,240$2.3M0.02%
347ASTRAZENECA PLCAZN31,043$2.3M0.02%
348SOFI TECHNOLOGIES INCSOFI192,811$2.2M0.02%
349APPLOVIN CORPAPP8,441$2.2M0.02%
350YUM BRANDS INCYUM14,124$2.2M0.02%
351GOLUB CAP BDC INC38173M102145,855$2.2M0.02%
352SPDR SER TR78464A40927,471$2.2M0.02%
353SPDR SER TR78464A50843,023$2.2M0.02%
354FEDEX CORPFDX9,006$2.2M0.02%
355ISHARES BITCOIN TRUST ETFIBIT46,665$2.2M0.02%
356EDWARDS LIFESCIENCES CORPEW30,074$2.2M0.02%
357NUSHARES ETF TRNU53,641$2.2M0.02%
358J P MORGAN EXCHANGE TRADED F46641Q75352,332$2.2M0.02%
359VANGUARD ADMIRAL FDS INC92193277825,608$2.1M0.02%
360VANGUARD SCOTTSDALE FDS92206C40927,148$2.1M0.02%
361FIDELITY WISE ORIGIN BITCOINFBTC29,450$2.1M0.02%
362FRANKLIN TEMPLETON ETF TRFGDL59,080$2.1M0.02%
363ISHARES TR46428870335,204$2.1M0.02%
364INVESCO EXCHANGE TRADED FD TIVZ20,018$2.1M0.02%
365VANECK ETF TRUST92189H73062,950$2.1M0.02%
366HARTFORD INSURANCE GROUP INCHIG-PG16,611$2.1M0.02%
367TRAVELERS COMPANIES INCTRV7,713$2.0M0.02%
368MARSH & MCLENNAN COS INC5717481028,268$2.0M0.02%
369PALANTIR TECHNOLOGIES INCPLTR23,789$2.0M0.02%
370SCHWAB STRATEGIC TR80852473064,960$2.0M0.02%
371NEWMONT CORPNEMCL41,355$2.0M0.02%
372ISHARES TR46428767115,645$2.0M0.02%
373ISHARES TR46428717617,802$2.0M0.02%
374MONDELEZ INTL INC60920710529,073$2.0M0.02%
375INNOVATOR ETFS TRUSTINHD54,910$2.0M0.02%
376SIMPSON MFG INC82907310512,211$1.9M0.02%
377FIDELITY COVINGTON TRUST31609284038,645$1.9M0.02%
378GAMING & LEISURE PPTYS INC36467J10837,346$1.9M0.02%
379LEIDOS HOLDINGS INCLDOS14,078$1.9M0.02%
380VANECK MERK GOLD ETFOUNZ62,591$1.9M0.02%
381AFLAC INCAFL16,965$1.9M0.02%
382ONEOK INC NEWOKE18,982$1.9M0.02%
383INTEL CORPINTC82,075$1.9M0.02%
384NORFOLK SOUTHN CORP6558441087,738$1.8M0.01%
385SPDR SER TR78464A30023,136$1.8M0.01%
386FIDELITY COVINGTON TRUST31609220421,347$1.8M0.01%
387SCHWAB STRATEGIC TR80852477175,128$1.8M0.01%
388AMERICAN CENTY ETF TR02507280225,398$1.8M0.01%
389J P MORGAN EXCHANGE TRADED F46654Q20334,172$1.8M0.01%
390ANALOG DEVICES INCADI8,767$1.8M0.01%
391TARGET CORPTGT16,826$1.8M0.01%
392PACCAR INCPCAR17,802$1.7M0.01%
393PROSHARES TR74348A46716,833$1.7M0.01%
394GE VERNOVA INCGEV5,607$1.7M0.01%
395ILLINOIS TOOL WKS INC4523081096,898$1.7M0.01%
396INVESCO EXCH TRADED FD TR IIIVZ76,370$1.7M0.01%
397CHIPOTLE MEXICAN GRILL INCCMG32,815$1.6M0.01%
398ISHARES TR46429B66313,270$1.6M0.01%
399SHELL PLCRYDAF21,673$1.6M0.01%
400VANGUARD WORLD FD92191084012,315$1.6M0.01%
401SBA COMMUNICATIONS CORP NEWSBAC7,195$1.6M0.01%
402SPDR INDEX SHS FDS78463X88943,384$1.6M0.01%
403ISHARES GOLD TRIAU26,762$1.6M0.01%
404SPDR SER TR78468R85338,145$1.6M0.01%
405AMETEK INCAME8,984$1.5M0.01%
406ISHARES TR46428857015,084$1.5M0.01%
407VANGUARD WORLD FD92204A30611,896$1.5M0.01%
408SYSCO CORPSYY20,517$1.5M0.01%
409ASML HOLDING N VASMLF2,314$1.5M0.01%
410ELEVANCE HEALTH INCELV3,508$1.5M0.01%
411SPDR SER TR78464A35919,624$1.5M0.01%
412MARRIOTT INTL INC NEW5719032026,311$1.5M0.01%
413JABIL INCJBL10,999$1.5M0.01%
414SPDR SER TR78464A80521,974$1.5M0.01%
415ISHARES TR46428770512,473$1.5M0.01%
416CONSTELLATION ENERGY CORPCEG7,349$1.5M0.01%
417BROWN FORMAN CORPBF-B43,640$1.5M0.01%
418FORTINET INCFTNT15,174$1.5M0.01%
419BROADRIDGE FINL SOLUTIONS IN11133T1035,972$1.4M0.01%
420DUPONT DE NEMOURS INCDD19,250$1.4M0.01%
421WILLIS TOWERS WATSON PLC LTDWTW4,229$1.4M0.01%
422SCHWAB STRATEGIC TR80852475539,219$1.4M0.01%
423WISDOMTREE TRWT28,500$1.4M0.01%
424EBAY INC.EBAY20,671$1.4M0.01%
425UNIVERSAL HLTH SVCS INC9139031007,425$1.4M0.01%
426VIATRIS INCVTRS158,266$1.4M0.01%
427ISHARES TR46436E71813,651$1.4M0.01%
428WISDOMTREE TRWT27,235$1.4M0.01%
429INVESCO EXCH TRD SLF IDX FDIVZ66,632$1.4M0.01%
430AKAMAI TECHNOLOGIES INCAKAM16,749$1.3M0.01%
431DELTA AIR LINES INC DELDAL30,845$1.3M0.01%
432CAPITAL GROUP GBL GROWTH EQT14020X10447,370$1.3M0.01%
433SPDR INDEX SHS FDS78463X50934,023$1.3M0.01%
434AMERIPRISE FINL INC03076C1062,751$1.3M0.01%
435ISHARES INC46434G86338,066$1.3M0.01%
436WASTE CONNECTIONS INCWCN6,800$1.3M0.01%
437EVERSOURCE ENERGYES21,290$1.3M0.01%
438NETAPP INCNTAP15,039$1.3M0.01%
439ISHARES TR46428849722,845$1.3M0.01%
440VANGUARD INTL EQUITY INDEX F92204274211,282$1.3M0.01%
441ISHARES TR4642875236,871$1.3M0.01%
442AMERICAN ELEC PWR CO INC02553710111,830$1.3M0.01%
443ISHARES TR46435G52417,766$1.3M0.01%
444INVESCO EXCHANGE TRADED FD TIVZ31,841$1.3M0.01%
445IRON MTN INC DEL46284V10114,936$1.3M0.01%
446PHILLIPS 66PSX10,372$1.3M0.01%
447NOVARTIS AGNVSEF11,359$1.3M0.01%
448MSCI INCMSCI2,235$1.3M0.01%
449METLIFE INCMET-PF15,721$1.3M0.01%
450GE HEALTHCARE TECHNOLOGIES IGEHC15,542$1.3M0.01%
451ISHARES TR46428788710,072$1.3M0.01%
452DISCOVER FINL SVCS2547091087,346$1.3M0.01%
453VANGUARD INTL EQUITY INDEX F92204271810,817$1.3M0.01%
454SYNOPSYS INCSNPS2,911$1.2M0.01%
455VANGUARD INTL EQUITY INDEX F92204277520,493$1.2M0.01%
456ELECTRONIC ARTS INCEA8,578$1.2M0.01%
457ISHARES TR46435G42510,167$1.2M0.01%
458PRUDENTIAL FINL INCPUKPF11,088$1.2M0.01%
459SCHLUMBERGER LTDSLB29,517$1.2M0.01%
460DIMENSIONAL ETF TRUST25434V74045,510$1.2M0.01%
461DEVON ENERGY CORP NEW25179M10332,881$1.2M0.01%
462MASCO CORPMAS17,645$1.2M0.01%
463BEST BUY INCBBY16,632$1.2M0.01%
464INTERCONTINENTAL EXCHANGE IN45866F1047,090$1.2M0.01%
465INVESCO EXCHANGE TRADED FD TIVZ20,523$1.2M0.01%
466CORTEVA INCCTVA18,691$1.2M0.01%
467SONY GROUP CORPSNEJF46,112$1.2M0.01%
468VANGUARD SCOTTSDALE FDS92206C87014,214$1.2M0.01%
469PROGRESSIVE CORP7433151034,096$1.2M0.01%
470WILLIAMS COS INC96945710019,359$1.2M0.01%
471ISHARES TR4642875568,942$1.1M0.01%
472WORTHINGTON ENTERPRISES INCWOR22,725$1.1M0.01%
473BROWN & BROWN INCBRO9,091$1.1M0.01%
474CARRIER GLOBAL CORPORATIONCARR17,803$1.1M0.01%
475MGIC INVT CORP WIS55284810345,481$1.1M0.01%
476INVESCO EXCHANGE TRADED FD TIVZ24,367$1.1M0.01%
477UNITED RENTALS INCURI1,775$1.1M0.01%
478AGILENT TECHNOLOGIES INCA9,448$1.1M0.01%
479NORTHERN TR CORPNTRSO11,095$1.1M0.01%
480ENBRIDGE INCENNPF24,669$1.1M0.01%
481ROPER TECHNOLOGIES INCROP1,848$1.1M0.01%
482REGIONS FINANCIAL CORP NEWRF-PF49,996$1.1M0.01%
483CONSTELLATION BRANDS INCSTZ5,912$1.1M0.01%
484KRAFT HEINZ COKHC35,499$1.1M0.01%
485CONSOLIDATED EDISON INCED9,750$1.1M0.01%
486SCHWAB STRATEGIC TR80852476338,890$1.1M0.01%
487VANGUARD SCOTTSDALE FDS92206C70617,924$1.1M0.01%
488ISHARES TR46434V86020,905$1.1M0.01%
489EDISON INTL28102010717,919$1.1M0.01%
490CLOROX CO DELCLX7,103$1.0M0.01%
491D R HORTON INC23331A1098,205$1.0M0.01%
492COOPER COS INC21664850112,300$1.0M0.01%
493MICROSTRATEGY INCSTRK3,586$1.0M0.01%
494OCCIDENTAL PETE CORP67459910520,804$1.0M0.01%
495DOORDASH INCDASH5,596$1.0M0.01%
496VISTRA CORPVST8,707$1.0M0.01%
497SHOPIFY INCSHOP10,577$1.0M0.01%
498ALLY FINL INC02005N10027,450$1.0M0.01%
499HP INCHPQ36,115$1.0M0.01%
500INDIA FD INC45408910363,356$999,1240.01%