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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 Q2 2025 · Filed August 6, 2025 · Accession 0001398344-25-014578

Total Value
$8.08B
Positions
648
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087361,195,224$524.0M6.52%
2VANGUARD TAX-MANAGED FDS9219438585,697,243$324.8M4.04%
3VANGUARD SPECIALIZED FUNDS9219088441,547,972$316.8M3.94%
4VANGUARD INDEX FDS9229087441,651,080$291.8M3.63%
5ISHARES TR46432F8423,450,389$288.0M3.58%
6ISHARES TR46429B7472,027,657$208.7M2.60%
7MICROSOFT CORPMSFT400,931$199.4M2.48%
8DIMENSIONAL ETF TRUST25434V7085,074,660$181.9M2.26%
9APPLE INCAAPL861,560$176.8M2.20%
10ISHARES TR464287200269,566$167.4M2.08%
11ISHARES TR4642878041,451,997$158.7M1.97%
12DIMENSIONAL ETF TRUST25434V1043,468,551$146.9M1.83%
13AMERICAN CENTY ETF TR0250728021,811,931$143.6M1.79%
14ISHARES TR4642876631,261,168$119.3M1.48%
15ISHARES TR4642888771,806,801$114.7M1.43%
16ISHARES TR464287614268,453$114.0M1.42%
17BROADCOM INCAVGO394,226$108.7M1.35%
18DIMENSIONAL ETF TRUST25434V8072,517,105$107.8M1.34%
19AMERICAN CENTY ETF TR0250728851,016,141$102.4M1.27%
20DIMENSIONAL ETF TRUST25434V7242,273,790$96.1M1.20%
21ISHARES INC46434G1031,447,711$86.9M1.08%
22ISHARES TR464287598447,183$86.9M1.08%
23VANGUARD INTL EQUITY INDEX F9220428581,745,696$86.3M1.07%
24ISHARES TR464287879849,875$84.6M1.05%
25DIMENSIONAL ETF TRUST25434V4011,205,949$80.8M1.01%
26ISHARES TR464287309720,950$79.4M0.99%
27VANGUARD SCOTTSDALE FDS92206C409949,055$75.4M0.94%
28ISHARES TR4642882731,013,737$73.7M0.92%
29DIMENSIONAL ETF TRUST25434V8152,457,840$72.3M0.90%
30VANGUARD INDEX FDS922908611362,293$70.7M0.88%
31JPMORGAN CHASE & CO.VYLD226,505$65.7M0.82%
32ALPHABET INCGOOG367,465$65.2M0.81%
33LOWES COS INC548661107280,034$62.1M0.77%
34TAIWAN SEMICONDUCTOR MFG LTD874039100272,403$61.7M0.77%
35BLACKROCK INCBLK58,763$61.7M0.77%
36SPDR S&P 500 ETF TRSPY94,502$58.4M0.73%
37ISHARES TR464287671379,455$57.1M0.71%
38CISCO SYS INCCSCO815,083$56.6M0.70%
39AMAZON COM INCAMZN247,744$54.4M0.68%
40VANGUARD INDEX FDS922908769177,419$53.9M0.67%
41VANGUARD SCOTTSDALE FDS92206C680492,059$53.7M0.67%
42ISHARES TR464287507835,714$51.8M0.64%
43ISHARES TR464287465564,675$50.5M0.63%
44BERKSHIRE HATHAWAY INC DELBRK-A97,379$47.3M0.59%
45VISA INCV132,942$47.2M0.59%
46DIMENSIONAL ETF TRUST25434V609794,874$42.9M0.53%
47ELI LILLY & COLLY49,681$38.7M0.48%
48SCHWAB STRATEGIC TR8085242011,553,509$38.0M0.47%
49ISHARES TR464287655174,531$37.7M0.47%
50DIMENSIONAL ETF TRUST25434V7651,245,030$36.7M0.46%
51VANGUARD BD INDEX FDS921937819465,099$36.0M0.45%
52DIMENSIONAL ETF TRUST25434V500547,045$34.9M0.43%
53JOHNSON & JOHNSONJNJ226,364$34.6M0.43%
54WILLIAMS SONOMA INCWSM203,288$33.2M0.41%
55J P MORGAN EXCHANGE TRADED F46641Q407276,908$32.7M0.41%
56VANGUARD MUN BD FDS922907746640,069$31.4M0.39%
57HOME DEPOT INCHD83,361$30.6M0.38%
58AUTOMATIC DATA PROCESSING INADP97,783$30.2M0.38%
59AMGEN INCAMGN106,945$29.9M0.37%
60AMERICAN CENTY ETF TR025072703402,871$29.8M0.37%
61ISHARES TR46434V6471,181,583$29.2M0.36%
62PNC FINL SVCS GROUP INC693475105155,080$28.9M0.36%
63SCHWAB STRATEGIC TR808524300985,438$28.8M0.36%
64EMERSON ELEC COEMR206,878$27.6M0.34%
65ISHARES TR464288588288,520$27.1M0.34%
66VANGUARD INDEX FDS922908751111,320$26.4M0.33%
67ISHARES TR46435G672510,325$26.1M0.32%
68ISHARES TR464288158243,754$25.9M0.32%
69NOVO-NORDISK A SNONOF365,751$25.2M0.31%
70PROCTER AND GAMBLE CO742718109149,696$23.8M0.30%
71ISHARES TR46428762268,280$23.2M0.29%
72SCHWAB STRATEGIC TR808524508792,760$22.2M0.28%
73ISHARES TR464288414212,704$22.2M0.28%
74ISHARES TR46429B655429,690$21.9M0.27%
75ORACLE CORPORCL-PD100,077$21.9M0.27%
76ISHARES TR464287630138,620$21.9M0.27%
77VANGUARD INDEX FDS92290862974,166$20.8M0.26%
78SCHWAB STRATEGIC TR808524870764,926$20.4M0.25%
79INTERPUBLIC GROUP COS INCINTR819,889$20.1M0.25%
80ELECTRONIC ARTS INCEA125,028$20.0M0.25%
81NVIDIA CORPORATIONNVDA126,049$19.9M0.25%
82WALMART INCWMT203,566$19.9M0.25%
83PEPSICO INCPEP148,991$19.7M0.24%
84ISHARES TR464287226195,958$19.4M0.24%
85DIMENSIONAL ETF TRUST25434V302655,714$19.0M0.24%
86DIMENSIONAL ETF TRUST25434V781559,075$18.4M0.23%
87VANGUARD BD INDEX FDS921937827226,892$17.9M0.22%
88VANGUARD SCOTTSDALE FDS92206C870213,543$17.7M0.22%
89STRYKER CORPORATIONSYK44,683$17.7M0.22%
90ALPHABET INCGOOG99,338$17.5M0.22%
91VANGUARD INDEX FDS92290859562,325$17.3M0.21%
92DOVER CORPDOV92,019$16.9M0.21%
93VANGUARD WORLD FD92191087369,702$15.7M0.19%
94VANGUARD INDEX FDS92290836327,333$15.5M0.19%
95VANGUARD BD INDEX FDS921937835205,996$15.2M0.19%
96ISHARES TR46428740877,040$15.1M0.19%
97LOCKHEED MARTIN CORPLMT32,333$15.0M0.19%
98ABBOTT LABSABLZF108,979$14.8M0.18%
99DIMENSIONAL ETF TRUST25434V880498,568$14.6M0.18%
100ABBVIE INCABBV76,027$14.1M0.18%
101SCHWAB CHARLES CORPSCHW-PJ154,357$14.1M0.18%
102ISHARES TR46435G516155,251$13.9M0.17%
103VANGUARD INDEX FDS92290851284,223$13.9M0.17%
104STARBUCKS CORPSBUX149,304$13.7M0.17%
105DIMENSIONAL ETF TRUST25434V203395,381$13.7M0.17%
106ELEVANCE HEALTH INCELV34,999$13.6M0.17%
107UNILEVER PLCUNLYF221,637$13.6M0.17%
108BERKSHIRE HATHAWAY INC DELBRK-A18$13.1M0.16%
109UNITED PARCEL SERVICE INCUPS125,637$12.7M0.16%
110COCA COLA COKO177,204$12.5M0.16%
111ISHARES TR46435G243497,791$12.5M0.16%
112TARGET CORPTGT126,514$12.5M0.16%
113AMERICAN CENTY ETF TR025072604181,076$12.4M0.15%
114DISNEY WALT CO25468710699,696$12.4M0.15%
115SPDR SERIES TRUST78464A359143,998$11.9M0.15%
116ISHARES TR46435U663283,427$11.7M0.15%
117VANGUARD INTL EQUITY INDEX F92204271884,295$11.3M0.14%
118DIMENSIONAL ETF TRUST25434V583203,531$11.1M0.14%
119FORTINET INCFTNT103,428$10.9M0.14%
120INTERCONTINENTAL EXCHANGE IN45866F10457,836$10.6M0.13%
121SPDR INDEX SHS FDS78463X889261,358$10.6M0.13%
122VANGUARD INDEX FDS922908553117,969$10.5M0.13%
123HUBBELL INCHUBB25,666$10.5M0.13%
124TRUIST FINL CORP89832Q109243,736$10.5M0.13%
125VERTEX PHARMACEUTICALS INCVRTX23,105$10.3M0.13%
126DIMENSIONAL ETF TRUST25434V872236,694$10.0M0.12%
127VANGUARD WORLD FD92191084075,450$9.9M0.12%
128COLGATE PALMOLIVE COCL108,310$9.8M0.12%
129ISHARES INC464286533152,976$9.6M0.12%
130INVESCO EXCHANGE TRADED FD TIVZ50,821$9.2M0.11%
131SPDR INDEX SHS FDS78463X749208,895$9.2M0.11%
132MCDONALDS CORPMCD31,558$9.2M0.11%
133VANGUARD WORLD FD921910691143,858$9.1M0.11%
134ASML HOLDING N VASMLF11,211$9.0M0.11%
135TORONTO DOMINION BK ONTTORO117,194$8.6M0.11%
136SYSCO CORPSYY112,203$8.5M0.11%
137INVESCO QQQ TRIVZ15,183$8.4M0.10%
138ADOBE INCADBE21,475$8.3M0.10%
139RTX CORPORATIONRTX56,763$8.3M0.10%
140EXXON MOBIL CORPXOM75,374$8.1M0.10%
141LAM RESEARCH CORPLRCX83,362$8.1M0.10%
142META PLATFORMS INCMETA10,868$8.0M0.10%
143MASTERCARD INCORPORATEDMA13,861$7.8M0.10%
144ISHARES TR46428764826,900$7.7M0.10%
145ISHARES TR46435G42556,798$7.7M0.10%
146ISHARES TR46428715056,469$7.6M0.09%
147APPLIED MATLS INC03822210541,450$7.6M0.09%
148SPDR SERIES TRUST78464A30094,854$7.6M0.09%
149SALESFORCE INCCRM27,598$7.5M0.09%
150AFLAC INCAFL70,463$7.4M0.09%
151FEDEX CORPFDX32,499$7.4M0.09%
152ISHARES TR46428748152,880$7.3M0.09%
153VANGUARD CHARLOTTE FDS92203J407147,788$7.3M0.09%
154OTIS WORLDWIDE CORPOTIS70,487$7.0M0.09%
155VANGUARD WHITEHALL FDS92194640652,285$7.0M0.09%
156VANGUARD INDEX FDS92290863724,362$7.0M0.09%
157SPDR SERIES TRUST78464A847125,205$6.8M0.08%
158SEI INVTS CO78411710375,719$6.8M0.08%
159COSTCO WHSL CORP NEW22160K1056,832$6.8M0.08%
160SPDR SERIES TRUST78464A508126,386$6.6M0.08%
161VANGUARD WORLD FD92204A7029,650$6.4M0.08%
162ISHARES TR46428747348,412$6.4M0.08%
163INTERNATIONAL BUSINESS MACHSINTR21,454$6.3M0.08%
164ISHARES TR46428749968,386$6.3M0.08%
165AMERICAN EXPRESS COAXP19,691$6.3M0.08%
166SCHWAB STRATEGIC TR808524805270,499$6.0M0.07%
167PAYPAL HLDGS INCPYPL79,809$5.9M0.07%
168WISDOMTREE TRWT117,650$5.9M0.07%
169ISHARES INC46434G863147,832$5.8M0.07%
170MONDELEZ INTL INC60920710583,936$5.7M0.07%
171COMCAST CORP NEWCCZ152,433$5.4M0.07%
172DIMENSIONAL ETF TRUST25434V666175,123$5.4M0.07%
173MCKESSON CORPMCK7,371$5.4M0.07%
174SPDR S&P MIDCAP 400 ETF TRMDY9,474$5.4M0.07%
175SPDR GOLD TRGLD17,403$5.3M0.07%
176HUNTINGTON BANCSHARES INCHBANP315,973$5.3M0.07%
177JACOBS SOLUTIONS INCJ39,152$5.1M0.06%
178VANGUARD BD INDEX FDS92203C303103,069$5.1M0.06%
179SPDR INDEX SHS FDS78463X871137,957$5.1M0.06%
180SCHWAB STRATEGIC TR808524714205,449$5.1M0.06%
181ZOETIS INCZTS32,470$5.1M0.06%
182SPDR SERIES TRUST78464A85468,925$5.0M0.06%
183MSCI INCMSCI8,635$5.0M0.06%
184AVADEL PHARMACEUTICALS PLCG29687103558,972$4.9M0.06%
185SCHWAB STRATEGIC TR808524607195,324$4.9M0.06%
186BOOKING HOLDINGS INCBKNG841$4.9M0.06%
187STMICROELECTRONICS N VSTMEF158,879$4.8M0.06%
188AON PLCAON13,272$4.7M0.06%
189TESLA INCTSLA14,743$4.7M0.06%
190PHILIP MORRIS INTL INC71817210924,484$4.5M0.06%
191UNITEDHEALTH GROUP INCUNH14,217$4.4M0.06%
192CHEVRON CORP NEWCVX30,802$4.4M0.05%
193NUTRIEN LTDNTR73,841$4.3M0.05%
194VANGUARD WHITEHALL FDS92194688565,106$4.3M0.05%
195ISHARES TR46428723487,467$4.2M0.05%
196ISHARES TR46428744043,931$4.2M0.05%
197SPDR SERIES TRUST78464A40943,875$4.2M0.05%
198VANGUARD INTL EQUITY INDEX F92204274232,460$4.2M0.05%
199BANK AMERICA CORP06050510485,269$4.0M0.05%
200SPDR SERIES TRUST78464A83950,495$4.0M0.05%
201NORTHROP GRUMMAN CORPNOC7,971$4.0M0.05%
202ISHARES GOLD TRIAU63,275$3.9M0.05%
203ISHARES TR46428717635,692$3.9M0.05%
204ISHARES TR46428770530,519$3.8M0.05%
205REGENERON PHARMACEUTICALSREGN7,089$3.7M0.05%
206AGILENT TECHNOLOGIES INCA30,930$3.7M0.05%
207ISHARES TR46428828139,251$3.6M0.05%
208RIO TINTO PLCRTNTF61,732$3.6M0.04%
209MERCK & CO INCMRK45,255$3.6M0.04%
210GLOBAL PMTS INC37940X10243,995$3.5M0.04%
211KEURIG DR PEPPER INCKDP106,030$3.5M0.04%
212J P MORGAN EXCHANGE TRADED F46654Q81570,224$3.5M0.04%
213SCHWAB STRATEGIC TR808524409120,742$3.3M0.04%
214DIMENSIONAL ETF TRUST25434V84969,668$3.3M0.04%
215DEERE & CODE6,271$3.2M0.04%
216INFOSYS LTDINFY170,611$3.2M0.04%
217SPDR SERIES TRUST78468R85371,995$3.1M0.04%
218LOGITECH INTL S AH5043023233,864$3.1M0.04%
219VANGUARD SCOTTSDALE FDS92206C71435,305$3.0M0.04%
220NEXTERA ENERGY INCNEE-PW43,246$3.0M0.04%
221GENUINE PARTS COGPC24,558$3.0M0.04%
222VANGUARD WORLD FD92191073326,796$2.9M0.04%
223VANGUARD STAR FDS92190976841,999$2.9M0.04%
224GE AEROSPACE36960430111,257$2.9M0.04%
225BLACKSTONE INCBX19,158$2.9M0.04%
226GOLDMAN SACHS GROUP INCGSCE4,044$2.9M0.04%
227CVS HEALTH CORPCVS40,685$2.8M0.03%
228GENERAL DYNAMICS CORPGD9,592$2.8M0.03%
229UNION PAC CORPUNP12,144$2.8M0.03%
230WARNER MUSIC GROUP CORPWMG102,274$2.8M0.03%
231SPDR SERIES TRUST78468R62228,503$2.8M0.03%
232NETFLIX INCNFLX2,042$2.7M0.03%
233SCHWAB STRATEGIC TR808524102113,653$2.7M0.03%
234CATERPILLAR INCCAT6,951$2.7M0.03%
235DUKE ENERGY CORP NEWDUKB21,930$2.6M0.03%
236ALIGN TECHNOLOGY INCALGN13,653$2.6M0.03%
237HONEYWELL INTL INC43851610610,832$2.5M0.03%
238QUALCOMM INCQCOM15,765$2.5M0.03%
239SPDR SERIES TRUST78468R79648,732$2.5M0.03%
240ISHARES TR46435U54950,539$2.4M0.03%
241SELECT SECTOR SPDR TR81369Y88628,770$2.3M0.03%
242SPDR SERIES TRUST78468R66325,150$2.3M0.03%
243SCHWAB STRATEGIC TR80852488853,776$2.3M0.03%
244DIMENSIONAL ETF TRUST25434V62534,011$2.3M0.03%
245ISHARES TR4642876896,474$2.3M0.03%
246ISHARES TR46428857019,411$2.3M0.03%
247VANGUARD MALVERN FDS92202080544,722$2.2M0.03%
248WISDOMTREE TRWT35,094$2.2M0.03%
249J P MORGAN EXCHANGE TRADED F46641Q15948,110$2.2M0.03%
250SPDR SERIES TRUST78464A80529,625$2.2M0.03%
251CME GROUP INCCME8,045$2.2M0.03%
252NUSHARES ETF TRNU53,161$2.2M0.03%
253PAYCOM SOFTWARE INCPAYC9,288$2.1M0.03%
254ACCENTURE PLC IRELANDACN7,132$2.1M0.03%
255VANGUARD INTL EQUITY INDEX F92204277530,607$2.1M0.03%
256DIREXION SHS ETF TR25459W56581,000$2.1M0.03%
257SPDR INDEX SHS FDS78463X50947,822$2.0M0.03%
258INTUITINTU2,567$2.0M0.03%
259NORFOLK SOUTHN CORP6558441087,662$2.0M0.02%
260SELECT SECTOR SPDR TR81369Y8037,638$1.9M0.02%
261SBA COMMUNICATIONS CORP NEWSBAC8,183$1.9M0.02%
262PALANTIR TECHNOLOGIES INCPLTR13,974$1.9M0.02%
263SELECT SECTOR SPDR TR81369Y70412,727$1.9M0.02%
264SCHWAB STRATEGIC TR80852484788,535$1.9M0.02%
265ISHARES TR46428788713,900$1.8M0.02%
266CROWDSTRIKE HLDGS INCCRWD3,520$1.8M0.02%
267SPDR SERIES TRUST78464A87021,396$1.8M0.02%
268DUPONT DE NEMOURS INCDD25,662$1.8M0.02%
269VANGUARD ADMIRAL FDS INC9219327039,319$1.8M0.02%
270THERMO FISHER SCIENTIFIC INCTMO4,327$1.8M0.02%
271ISHARES TR46432F3967,300$1.8M0.02%
272WISDOMTREE TRWT55,207$1.8M0.02%
273AIR PRODS & CHEMS INCAIIR6,208$1.8M0.02%
274WELLS FARGO CO NEW94974610121,825$1.7M0.02%
275TEXAS INSTRS INC8825081048,195$1.7M0.02%
276SPDR DOW JONES INDL AVERAGE78467X1093,842$1.7M0.02%
277KINDER MORGAN INC DELEP-PC57,398$1.7M0.02%
278ISHARES TR46428745720,058$1.7M0.02%
279JEFFERIES FINL GROUP INC47233W10930,277$1.7M0.02%
280CANADIAN NATL RY CO13637510215,760$1.6M0.02%
281CARRIER GLOBAL CORPORATIONCARR22,147$1.6M0.02%
282INVESCO EXCHANGE TRADED FD TIVZ38,261$1.6M0.02%
283CORTEVA INCCTVA21,627$1.6M0.02%
284AT&T INCT-PC55,590$1.6M0.02%
285IQVIA HLDGS INCIQV10,072$1.6M0.02%
286DIMENSIONAL ETF TRUST25434V86432,946$1.6M0.02%
287DIMENSIONAL ETF TRUST25434V71639,362$1.5M0.02%
288PFIZER INCPFE62,093$1.5M0.02%
289BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.02%
290PRUDENTIAL FINL INCPUKPF13,094$1.4M0.02%
291GE VERNOVA INCGEV2,657$1.4M0.02%
292LOEWS CORPL15,282$1.4M0.02%
293SPDR SERIES TRUST78464A28455,181$1.4M0.02%
294DANAHER CORPORATION2358511026,854$1.4M0.02%
295ISHARES TR46434V26634,684$1.3M0.02%
296ILLINOIS TOOL WKS INC4523081095,417$1.3M0.02%
297SCHWAB STRATEGIC TR80852470644,301$1.3M0.02%
298EATON CORP PLCETN3,700$1.3M0.02%
299FIRST TR EXCHANGE-TRADED FD33733B10012,191$1.3M0.02%
300NUCOR CORPNUE9,926$1.3M0.02%
301MARRIOTT INTL INC NEW5719032024,705$1.3M0.02%
302HOLOGIC INCHOLX19,495$1.3M0.02%
303TJX COS INC NEW87254010910,280$1.3M0.02%
304VANGUARD ADMIRAL FDS INC9219325053,179$1.3M0.02%
305CONSOLIDATED EDISON INCED12,399$1.2M0.02%
306CORNING INCGLW23,475$1.2M0.02%
3073M COMMM8,065$1.2M0.02%
308SAP SESAPGF4,017$1.2M0.02%
309SCHWAB STRATEGIC TR80852483952,555$1.2M0.02%
310ALTRIA GROUP INCMO20,667$1.2M0.02%
311MOTOROLA SOLUTIONS INCMSI2,873$1.2M0.02%
312BRISTOL-MYERS SQUIBB COCELG-RI25,658$1.2M0.01%
313SPDR SERIES TRUST78468R73924,422$1.2M0.01%
314BOEING COBA-PA5,529$1.2M0.01%
315HERSHEY COHSY6,930$1.1M0.01%
316CAPITAL ONE FINL CORP14040H1055,399$1.1M0.01%
317AMERICAN CENTY ETF TR02507287712,534$1.1M0.01%
318MORGAN STANLEYMS-PQ7,762$1.1M0.01%
319PIMCO ETF TR72201R64311,061$1.1M0.01%
320ROYAL BK CDA7800871028,304$1.1M0.01%
321SELECT SECTOR SPDR TR81369Y86026,150$1.1M0.01%
322VANGUARD WORLD FD92204A8015,555$1.1M0.01%
323DIMENSIONAL ETF TRUST25434V79933,527$1.0M0.01%
324DIMENSIONAL ETF TRUST25434V83129,308$1.0M0.01%
325VERIZON COMMUNICATIONS INCVZ23,912$1.0M0.01%
326L3HARRIS TECHNOLOGIES INCLHX4,123$1.0M0.01%
327ISHARES TR46432F3395,647$1.0M0.01%
328CONOCOPHILLIPSCOP11,455$1.0M0.01%
329ETSY INCETSY20,428$1.0M0.01%
330SCHWAB STRATEGIC TR80852479738,646$1.0M0.01%
331ISHARES TR4642888697,987$1.0M0.01%
332SPRINKLR INCCXM119,347$1.0M0.01%
333VANGUARD WORLD FD92204A5044,047$1.0M0.01%
334PUBLIC SVC ENTERPRISE GRP IN74457310611,859$998,2820.01%
335DIMENSIONAL ETF TRUST25434V65836,938$991,0580.01%
336ISHARES TR4642875158,994$984,8430.01%
337PPG INDS INC6935061078,632$981,8900.01%
338SOUTHERN COSOMN10,478$962,1620.01%
339WSFS FINL CORP92932810217,416$957,8800.01%
340AVANTOR INCAVTR70,815$953,1700.01%
341ISHARES TR46428756415,454$945,1720.01%
342UFP INDUSTRIES INCUFPI9,512$945,1130.01%
343FISERV INCFISV5,402$931,3590.01%
344UNITED RENTALS INCURI1,228$925,1760.01%
345ISHARES TR46428760610,010$910,7060.01%
346ISHARES TR46434V45620,895$903,0750.01%
347VANGUARD WORLD FD92204A1082,484$900,0030.01%
348INTEL CORPINTC39,973$895,4000.01%
349INVESCO EXCH TRADED FD TR IIIVZ3,874$879,8320.01%
350ISHARES TR46436E84138,982$876,7060.01%
351ISHARES TR46435G53211,500$872,3900.01%
352VANGUARD INTL EQUITY INDEX F92204267618,879$871,2450.01%
353BECTON DICKINSON & COBDX5,040$868,2020.01%
354ISHARES BITCOIN TRUST ETFIBIT14,160$866,7420.01%
355INVESCO ACTVELY MNGD ETC FDIVZ65,183$849,9870.01%
356VANGUARD INDEX FDS9229085382,980$847,3730.01%
357CSX CORPCSX25,932$846,1640.01%
358PAYCHEX INCPAYX5,748$836,1010.01%
359DIMENSIONAL ETF TRUST25434V69021,011$828,0440.01%
360SPDR SERIES TRUST78464A65631,041$808,9290.01%
361ISHARES TR4642877545,614$798,9730.01%
362VANGUARD SCOTTSDALE FDS92206C77117,225$798,2250.01%
363PPL CORPPPLC23,489$796,0430.01%
364ISHARES TR4642875566,255$791,3770.01%
365DIAGEO PLCDGEAF7,742$780,6650.01%
366GOLDMAN SACHS ETF TRNVGLF7,757$776,8640.01%
367TELEDYNE TECHNOLOGIES INCTDY1,501$768,9780.01%
368GENERAL MLS INC37033410414,696$761,4040.01%
369ISHARES TR4642871685,722$759,9390.01%
370WISDOMTREE TRWT11,879$755,0300.01%
371ARISTA NETWORKS INCANET7,273$744,1260.01%
372WISDOMTREE TRWT13,315$735,5420.01%
373INTUITIVE SURGICAL INCISRG1,342$728,9850.01%
374CUMMINS INCCMI2,219$726,5590.01%
375ISHARES TR46428986711,726$721,9700.01%
376AMERICAN CENTY ETF TR0250722329,286$719,4800.01%
377YUM BRANDS INCYUM4,840$717,1920.01%
378WASTE MGMT INC DEL94106L1093,121$714,1920.01%
379MANAGER DIRECTED PORTFOLIOS56170L69568,203$713,4040.01%
380SCHWAB STRATEGIC TR80852475517,742$710,0350.01%
381VANGUARD WORLD FD92204A3065,933$706,7520.01%
382CONSTELLATION ENERGY CORPCEG2,177$702,4960.01%
383ISHARES TR46436E7186,976$702,4140.01%
384VANGUARD WORLD FD92204A8844,097$700,7100.01%
385ISHARES TR4642888025,473$693,7030.01%
386DIMENSIONAL ETF TRUST25434V67413,212$692,7060.01%
387ISHARES TR4642877213,966$687,1890.01%
388EBAY INC.EBAY9,183$683,8020.01%
389ISHARES TR46435U85318,133$680,1690.01%
390DIMENSIONAL ETF TRUST25434V77322,761$679,2020.01%
391AMERIPRISE FINL INC03076C1061,265$674,9020.01%
392VANGUARD WORLD FD92191072510,237$670,5200.01%
393SPDR SERIES TRUST78464A7634,883$662,7500.01%
394ISHARES TR4642877396,946$658,2960.01%
395ISHARES TR46434V62110,264$656,2810.01%
396SPDR SERIES TRUST78468R20021,213$653,9970.01%
397ISHARES TR46436E85828,447$652,2900.01%
398VANGUARD SCOTTSDALE FDS92206C7302,319$651,3940.01%
399KIMBERLY-CLARK CORPKMB5,051$651,1180.01%
400DOW INCDOW24,538$649,7670.01%
401ZIMMER BIOMET HOLDINGS INCZBH7,109$648,4040.01%
402ISHARES TR46428988316,537$646,1010.01%
403DIMENSIONAL ETF TRUST25434V73221,543$639,3880.01%
404DIMENSIONAL ETF TRUST25434V68216,745$637,3250.01%
405NOVARTIS AGNVSEF5,255$635,9080.01%
406ISHARES TR4642877885,235$633,3830.01%
407ADVANCED MICRO DEVICES INCAMD4,437$629,5740.01%
408TRAVELERS COMPANIES INCTRV2,316$619,7000.01%
409AMENTUM HOLDINGS INCAMTM26,224$619,1490.01%
410WEST PHARMACEUTICAL SVSC INC9553061052,803$613,2970.01%
411UBER TECHNOLOGIES INCUBER6,517$608,0480.01%
412SELECT SECTOR SPDR TR81369Y60511,598$607,4020.01%
413ENTERPRISE PRODS PARTNERS L29379210719,422$602,2790.01%
414ISHARES TR4642898597,220$602,1710.01%
415ISHARES INC46434G7649,468$597,8100.01%
416NIKE INCNKE8,362$594,0250.01%
417CITIGROUP INCC-PR6,943$591,0240.01%
418LINDE PLCLIN1,254$588,2430.01%
419VANGUARD SCOTTSDALE FDS92206C1029,944$584,5350.01%
420FIDELITY COVINGTON TRUST31609211316,622$573,2910.01%
421AMERICAN ELEC PWR CO INC0255371015,521$572,8590.01%
422OCCIDENTAL PETE CORP67459910513,557$569,5490.01%
423ROSS STORES INCROST4,460$569,0060.01%
424SNOWFLAKE INCSNOW2,534$567,0450.01%
425PROSHARES TR74347B5738,556$566,6750.01%
426THE CIGNA GROUP1255231001,701$562,4460.01%
427ENBRIDGE INCENNPF12,231$554,3090.01%
428INVESCO EXCH TRADED FD TR IIIVZ7,606$553,8430.01%
429MICRON TECHNOLOGY INCMU4,476$551,6700.01%
430FIRST BANCORP N C31891010612,434$548,2160.01%
431DOMINION ENERGY INCD9,688$547,5390.01%
432SCHWAB STRATEGIC TR80852476319,068$546,2990.01%
433JOBY AVIATION INCJOBY-WT51,575$544,1170.01%
434ISHARES TR4642871011,787$543,8320.01%
435DIMENSIONAL ETF TRUST25434V85612,833$536,5480.01%
436US BANCORP DELUSB-PS11,725$530,5650.01%
437INVESCO SR INCOME TRIVZ139,356$529,5530.01%
438J P MORGAN EXCHANGE TRADED F46641Q3329,241$525,3630.01%
439AMETEK INCAME2,903$525,2370.01%
440AUTOZONE INCAZO141$523,4250.01%
441WATSCO INCWSO-B1,180$521,1030.01%
442CHUBB LIMITEDCB1,796$520,3380.01%
443WORLD GOLD TRGLDW7,791$510,4670.01%
444CLOROX CO DELCLX4,238$508,8570.01%
445PHILLIPS 66PSX4,245$506,4600.01%
446S&P GLOBAL INCSPGI960$506,3910.01%
447SELECT SECTOR SPDR TR81369Y5065,944$504,1000.01%
448ECOLAB INCECL1,860$501,1590.01%
449WISDOMTREE TRWT6,057$497,5220.01%
450ROLLINS INCROL8,809$497,0040.01%
451GILEAD SCIENCES INCGILD4,480$496,7340.01%
452VANGUARD ADMIRAL FDS INC9219328284,906$496,6350.01%
453VANGUARD INDEX FDS9229086522,564$494,1090.01%
454ISHARES TR46436E86621,007$490,7240.01%
455GALLAGHER ARTHUR J & CO3635761091,526$488,4650.01%
456VERISIGN INCVRSN1,689$487,7840.01%
457ISHARES TR4642872424,408$483,2160.01%
458SYNOPSYS INCSNPS938$480,8940.01%
459BANK NEW YORK MELLON CORP0640581005,235$476,9360.01%
460SHELL PLCRYDAF6,761$476,0280.01%
461SELECT SECTOR SPDR TR81369Y2093,446$464,5400.01%
462INNOVATOR ETFS TRUSTINHD11,531$461,3560.01%
463MARSH & MCLENNAN COS INC5717481022,097$458,5060.01%
464ESSENTIAL UTILS INC29670G10212,341$458,3580.01%
465AMERICAN TOWER CORP NEW03027X1002,062$455,7790.01%
466PACKAGING CORP AMER6951561092,417$455,4840.01%
467ALLSTATE CORPALL-PJ2,228$448,4190.01%
468OLD DOMINION FREIGHT LINE INODFL2,750$446,2470.01%
469ONEOK INC NEWOKE5,444$444,3940.01%
470TRANE TECHNOLOGIES PLCTT1,010$441,9600.01%
471T-MOBILE US INCTMUSZ1,830$436,0920.01%
472INNOVATOR ETFS TRUSTINHD13,020$434,5210.01%
473OKLO INCOKLO7,753$434,0910.01%
474SPDR INDEX SHS FDS78470E20511,430$428,3200.01%
475J P MORGAN EXCHANGE TRADED F46654Q2037,860$427,5840.01%
476ISHARES TR4642882573,312$425,9240.01%
477ISHARES TR46435G1024,688$422,3890.01%
478SHERWIN WILLIAMS COSHW1,228$421,7770.01%
479VANGUARD SCOTTSDALE FDS92206C6232,018$420,7570.01%
480FVCBANKCORP INCFVCB35,339$417,0010.01%
481PIMCO ETF TR72201R8334,135$415,7130.01%
482TE CONNECTIVITY PLCTEL2,444$412,2320.01%
483RPM INTL INC7496851033,736$410,3630.01%
484CAMECO CORPCCJ5,476$406,4840.01%
485AGNICO EAGLE MINES LTDAEM3,397$404,0060.01%
486SIMON PPTY GROUP INC NEW8288061092,478$398,4080.00%
487NB BANCORP INCNBBK22,011$393,1170.00%
488LABCORP HOLDINGS INCLH1,496$392,7150.00%
489WISDOMTREE TRWT9,832$389,9380.00%
490EVERSOURCE ENERGYES6,120$389,3470.00%
491TOTALENERGIES SETTE6,239$383,0130.00%
492WILLIAMS COS INC9694571006,078$381,7470.00%
493MERCADOLIBRE INCMELI145$379,8680.00%
494ISHARES TR46428868712,172$373,4370.00%
495UNITED AIRLS HLDGS INCUNTCW4,676$372,3500.00%
496ISHARES TR4642885134,613$372,0660.00%
497BURKE HERBERT FINL SVCS CORP12135Y1086,200$370,3260.00%
498FIFTH THIRD BANCORPFITBM9,002$370,2530.00%
499NATERA INCNTRA2,188$369,6410.00%
500SPDR SERIES TRUST78464A8621,436$368,3490.00%