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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 2025 · Filed October 31, 2025 · Accession 0001398344-25-020069

Total Value
$8.63B
Positions
646
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087361,218,854$584.6M6.80%
2VANGUARD SPECIALIZED FUNDS9219088441,595,966$344.4M4.01%
3VANGUARD TAX-MANAGED FDS9219438585,612,340$336.3M3.91%
4VANGUARD INDEX FDS9229087441,702,382$317.5M3.69%
5ISHARES TR46432F8423,538,473$308.9M3.60%
6ISHARES TR46429B7472,136,920$220.9M2.57%
7APPLE INCAAPL833,809$212.3M2.47%
8MICROSOFT CORPMSFT395,160$204.7M2.38%
9DIMENSIONAL ETF TRUST25434V7084,996,437$192.7M2.24%
10ISHARES TR464287200265,210$177.5M2.07%
11AMERICAN CENTY ETF TR0250728021,977,284$176.0M2.05%
12ISHARES TR4642878041,446,491$171.9M2.00%
13DIMENSIONAL ETF TRUST25434V1043,418,262$156.4M1.82%
14ISHARES TR464287614274,325$128.5M1.50%
15ISHARES TR4642876631,259,557$125.9M1.47%
16BROADCOM INCAVGO368,823$121.7M1.42%
17ISHARES TR4642888771,739,034$118.0M1.37%
18DIMENSIONAL ETF TRUST25434V8072,486,895$114.7M1.33%
19AMERICAN CENTY ETF TR0250728851,032,578$112.2M1.31%
20DIMENSIONAL ETF TRUST25434V7242,241,492$100.2M1.17%
21ISHARES INC46434G1031,439,076$94.9M1.10%
22VANGUARD INTL EQUITY INDEX F9220428581,710,287$92.7M1.08%
23ISHARES TR464287879829,674$91.8M1.07%
24ISHARES TR464287598443,946$90.4M1.05%
25ALPHABET INCGOOG366,672$89.3M1.04%
26ISHARES TR464287309714,830$86.3M1.00%
27DIMENSIONAL ETF TRUST25434V4011,188,307$86.1M1.00%
28DIMENSIONAL ETF TRUST25434V8152,539,420$80.9M0.94%
29ISHARES TR464288273990,947$76.0M0.88%
30VANGUARD INDEX FDS922908611358,443$74.8M0.87%
31VANGUARD SCOTTSDALE FDS92206C409930,653$74.4M0.87%
32TAIWAN SEMICONDUCTOR MFG LTD874039100264,253$73.8M0.86%
33JPMORGAN CHASE & CO.VYLD222,193$70.1M0.82%
34LOWES COS INC548661107277,792$69.8M0.81%
35BLACKROCK INCBLK57,945$67.6M0.79%
36SPDR S&P 500 ETF TRSPY96,429$64.2M0.75%
37ISHARES TR464287671365,243$60.1M0.70%
38VANGUARD SCOTTSDALE FDS92206C680492,733$59.4M0.69%
39VANGUARD INDEX FDS922908769173,033$56.8M0.66%
40CISCO SYS INCCSCO794,002$54.3M0.63%
41ISHARES TR464287507820,678$53.6M0.62%
42AMAZON COM INCAMZN242,300$53.2M0.62%
43ISHARES TR464287465548,621$51.2M0.60%
44BERKSHIRE HATHAWAY INC DELBRK-A97,112$48.8M0.57%
45DIMENSIONAL ETF TRUST25434V609777,675$45.3M0.53%
46VISA INCV131,107$44.8M0.52%
47DIMENSIONAL ETF TRUST25434V7651,457,970$44.3M0.52%
48JOHNSON & JOHNSONJNJ221,888$41.1M0.48%
49ISHARES TR464287655167,034$40.4M0.47%
50SCHWAB STRATEGIC TR8085242011,525,042$40.2M0.47%
51WILLIAMS SONOMA INCWSM193,743$37.9M0.44%
52ELI LILLY & COLLY48,869$37.3M0.43%
53DIMENSIONAL ETF TRUST25434V500532,668$36.5M0.42%
54VANGUARD BD INDEX FDS921937819461,798$36.1M0.42%
55J P MORGAN EXCHANGE TRADED F46641Q407272,402$33.8M0.39%
56HOME DEPOT INCHD82,212$33.3M0.39%
57VANGUARD MUN BD FDS922907746640,570$32.1M0.37%
58SCHWAB STRATEGIC TR808524300981,963$31.3M0.36%
59AMERICAN CENTY ETF TR025072703392,739$31.0M0.36%
60PNC FINL SVCS GROUP INC693475105152,587$30.7M0.36%
61ISHARES TR46434V6471,195,212$30.5M0.36%
62AMGEN INCAMGN104,511$29.5M0.34%
63ORACLE CORPORCL-PD101,190$28.5M0.33%
64AUTOMATIC DATA PROCESSING INADP96,220$28.2M0.33%
65VANGUARD INDEX FDS922908751110,522$28.1M0.33%
66ISHARES TR464288588287,880$27.4M0.32%
67EMERSON ELEC COEMR204,576$26.8M0.31%
68ISHARES TR464288158245,039$26.2M0.30%
69ISHARES TR46435G672505,909$25.9M0.30%
70ISHARES TR46428762268,373$25.0M0.29%
71ISHARES TR464287630135,792$24.0M0.28%
72ELECTRONIC ARTS INCEA118,505$23.9M0.28%
73ALPHABET INCGOOG97,214$23.6M0.28%
74NVIDIA CORPORATIONNVDA124,216$23.2M0.27%
75PROCTER AND GAMBLE CO742718109145,597$22.4M0.26%
76SCHWAB STRATEGIC TR808524508750,944$22.3M0.26%
77INTERPUBLIC GROUP COS INCINTR797,401$22.3M0.26%
78ISHARES TR464288414207,130$22.1M0.26%
79PEPSICO INCPEP151,155$21.2M0.25%
80ISHARES TR46429B655413,176$21.1M0.25%
81VANGUARD INDEX FDS92290862971,774$21.1M0.25%
82WALMART INCWMT201,490$20.8M0.24%
83SCHWAB STRATEGIC TR808524870761,411$20.5M0.24%
84DIMENSIONAL ETF TRUST25434V302639,041$20.1M0.23%
85NOVO-NORDISK A SNONOF359,087$19.9M0.23%
86DIMENSIONAL ETF TRUST25434V781553,384$19.8M0.23%
87ISHARES TR464287226194,015$19.4M0.23%
88VANGUARD BD INDEX FDS921937827233,409$18.4M0.21%
89VANGUARD SCOTTSDALE FDS92206C870211,826$17.8M0.21%
90VANGUARD INDEX FDS92290836328,978$17.7M0.21%
91ABBVIE INCABBV75,468$17.5M0.20%
92VANGUARD INDEX FDS92290859558,368$17.4M0.20%
93VANGUARD WORLD FD92191087368,540$16.7M0.19%
94BERKSHIRE HATHAWAY INC DELBRK-A22$16.6M0.19%
95STRYKER CORPORATIONSYK44,003$16.3M0.19%
96LOCKHEED MARTIN CORPLMT32,071$16.0M0.19%
97ISHARES TR46428740876,738$15.8M0.18%
98VANGUARD BD INDEX FDS921937835211,634$15.7M0.18%
99DOVER CORPDOV91,385$15.2M0.18%
100DIMENSIONAL ETF TRUST25434V880473,551$14.9M0.17%
101VANGUARD INDEX FDS92290851283,670$14.6M0.17%
102DIMENSIONAL ETF TRUST25434V203395,741$14.4M0.17%
103ABBOTT LABSABLZF107,080$14.3M0.17%
104SCHWAB CHARLES CORPSCHW-PJ149,245$14.2M0.17%
105ISHARES TR46435G516152,346$14.2M0.16%
106AMERICAN CENTY ETF TR025072604178,470$13.4M0.16%
107SPDR SERIES TRUST78464A359143,112$13.0M0.15%
108UNILEVER PLCUNLYF215,379$12.8M0.15%
109ISHARES TR46435U663279,663$12.6M0.15%
110ISHARES TR46435G243485,061$12.3M0.14%
111STARBUCKS CORPSBUX145,078$12.3M0.14%
112VANGUARD INTL EQUITY INDEX F92204271883,657$11.9M0.14%
113COCA COLA COKO178,813$11.9M0.14%
114ELEVANCE HEALTH INC FORMERLYELV34,735$11.2M0.13%
115TARGET CORPTGT124,105$11.1M0.13%
116DISNEY WALT CO25468710697,111$11.1M0.13%
117DIMENSIONAL ETF TRUST25434V583199,629$11.1M0.13%
118SPDR INDEX SHS FDS78463X889259,233$11.1M0.13%
119TRUIST FINL CORP89832Q109238,375$10.9M0.13%
120ASML HOLDING N VASMLF11,128$10.8M0.13%
121VANGUARD INDEX FDS922908553117,675$10.8M0.13%
122LAM RESEARCH CORPLRCX79,625$10.7M0.12%
123HUBBELL INCHUBB24,704$10.6M0.12%
124VANGUARD WORLD FD92191084074,951$10.3M0.12%
125MCDONALDS CORPMCD32,628$9.9M0.12%
126UNITED PARCEL SERVICE INCUPS116,921$9.8M0.11%
127ISHARES INC464286533151,547$9.7M0.11%
128DIMENSIONAL ETF TRUST25434V872225,597$9.6M0.11%
129INVESCO EXCHANGE TRADED FD TIVZ50,763$9.6M0.11%
130SPDR INDEX SHS FDS78463X749210,105$9.6M0.11%
131VANGUARD WORLD FD921910691149,699$9.6M0.11%
132SYSCO CORPSYY114,279$9.4M0.11%
133INTERCONTINENTAL EXCHANGE IN45866F10455,141$9.3M0.11%
134TORONTO DOMINION BK ONTTORO113,712$9.1M0.11%
135INVESCO QQQ TRIVZ15,131$9.1M0.11%
136RTX CORPORATIONRTX53,535$9.0M0.10%
137APPLIED MATLS INC03822210542,504$8.7M0.10%
138VERTEX PHARMACEUTICALS INCVRTX21,853$8.6M0.10%
139AVADEL PHARMACEUTICALS PLCG29687103558,972$8.5M0.10%
140FORTINET INCFTNT99,258$8.3M0.10%
141SPDR SERIES TRUST78464A30093,943$8.3M0.10%
142ISHARES TR46435G42557,023$8.3M0.10%
143ISHARES TR46428715056,587$8.2M0.10%
144EXXON MOBIL CORPXOM71,648$8.1M0.09%
145COLGATE PALMOLIVE COCL100,420$8.0M0.09%
146ISHARES TR46428764825,081$8.0M0.09%
147META PLATFORMS INCMETA10,730$7.9M0.09%
148MASTERCARD INCORPORATEDMA13,791$7.8M0.09%
149AFLAC INCAFL69,164$7.7M0.09%
150VANGUARD WHITEHALL FDS92194640654,342$7.7M0.09%
151ISHARES TR46428748152,544$7.5M0.09%
152ADOBE INCADBE20,725$7.3M0.09%
153FEDEX CORPFDX30,807$7.3M0.08%
154VANGUARD CHARLOTTE FDS92203J407146,151$7.2M0.08%
155VANGUARD WORLD FD92204A7029,617$7.2M0.08%
156SPDR SERIES TRUST78464A847124,575$7.1M0.08%
157VANGUARD INDEX FDS92290863722,945$7.1M0.08%
158SPDR SERIES TRUST78464A508123,954$6.9M0.08%
159ISHARES TR46428749970,637$6.8M0.08%
160ISHARES TR46428747348,298$6.7M0.08%
161SALESFORCE INCCRM27,720$6.6M0.08%
162ISHARES INC46434G863150,624$6.5M0.08%
163SCHWAB STRATEGIC TR808524805277,226$6.5M0.08%
164TESLA INCTSLA14,511$6.5M0.08%
165AMERICAN EXPRESS COAXP19,278$6.4M0.07%
166OTIS WORLDWIDE CORPOTIS69,710$6.4M0.07%
167COSTCO WHSL CORP NEW22160K1056,780$6.3M0.07%
168SPDR GOLD TRGLD17,626$6.3M0.07%
169SEI INVTS CO78411710372,772$6.2M0.07%
170WISDOMTREE TRWT117,367$6.1M0.07%
171INTERNATIONAL BUSINESS MACHSINTR21,350$6.0M0.07%
172JACOBS SOLUTIONS INCJ39,708$6.0M0.07%
173DIMENSIONAL ETF TRUST25434V666177,045$5.8M0.07%
174MONDELEZ INTL INC60920710591,610$5.7M0.07%
175MCKESSON CORPMCK7,242$5.6M0.07%
176SPDR SERIES TRUST78464A85470,950$5.6M0.06%
177SPDR INDEX SHS FDS78463X871137,816$5.5M0.06%
178SPDR S&P MIDCAP 400 ETF TRMDY9,254$5.5M0.06%
179SCHWAB STRATEGIC TR808524607194,241$5.4M0.06%
180SCHWAB STRATEGIC TR808524714213,106$5.3M0.06%
181HUNTINGTON BANCSHARES INCHBANP306,266$5.3M0.06%
182VANGUARD BD INDEX FDS92203C303102,503$5.1M0.06%
183PAYPAL HLDGS INCPYPL76,210$5.1M0.06%
184NORTHROP GRUMMAN CORPNOC8,058$4.9M0.06%
185CHEVRON CORP NEWCVX30,816$4.8M0.06%
186ZOETIS INCZTS32,123$4.7M0.05%
187AON PLCAON13,128$4.7M0.05%
188ISHARES TR46428723487,153$4.7M0.05%
189UNITEDHEALTH GROUP INCUNH13,231$4.6M0.05%
190ISHARES GOLD TRIAU62,091$4.5M0.05%
191BOOKING HOLDINGS INCBKNG831$4.5M0.05%
192VANGUARD INTL EQUITY INDEX F92204274232,558$4.5M0.05%
193SPDR SERIES TRUST78464A40942,754$4.5M0.05%
194COMCAST CORP NEWCCZ141,899$4.5M0.05%
195STMICROELECTRONICS N VSTMEF156,461$4.4M0.05%
196VANGUARD WHITEHALL FDS92194688564,629$4.3M0.05%
197ISHARES TR46428744043,933$4.2M0.05%
198NUTRIEN LTDNTR71,871$4.2M0.05%
199SPDR SERIES TRUST78464A83950,558$4.2M0.05%
200AGILENT TECHNOLOGIES INCA31,779$4.1M0.05%
201ISHARES TR46428717635,711$4.0M0.05%
202PHILIP MORRIS INTL INC71817210924,271$3.9M0.05%
203RIO TINTO PLCRTNTF58,937$3.9M0.05%
204ISHARES TR46428770529,946$3.9M0.05%
205REGENERON PHARMACEUTICALSREGN6,874$3.9M0.04%
206ISHARES TR46428828140,103$3.8M0.04%
207BANK AMERICA CORP06050510473,427$3.8M0.04%
208WARNER MUSIC GROUP CORPWMG110,592$3.8M0.04%
209VANGUARD STAR FDS92190976849,790$3.7M0.04%
210SCHWAB STRATEGIC TR808524409125,588$3.7M0.04%
211PALANTIR TECHNOLOGIES INCPLTR19,957$3.6M0.04%
212MERCK & CO INCMRK42,922$3.6M0.04%
213J P MORGAN EXCHANGE TRADED F46654Q81571,513$3.6M0.04%
214GLOBAL PMTS INC37940X10242,930$3.6M0.04%
215LOGITECH INTL S AH5043023232,156$3.5M0.04%
216VANGUARD WORLD FD92191073329,120$3.4M0.04%
217GENUINE PARTS COGPC24,490$3.4M0.04%
218SPDR SERIES TRUST78468R85371,779$3.3M0.04%
219BLACKSTONE INCBX19,410$3.3M0.04%
220HENRY JACK & ASSOC INC42628110122,143$3.3M0.04%
221CATERPILLAR INCCAT6,911$3.3M0.04%
222GOLDMAN SACHS GROUP INCGSCE4,135$3.3M0.04%
223GENERAL DYNAMICS CORPGD9,576$3.3M0.04%
224DIMENSIONAL ETF TRUST25434V84967,994$3.3M0.04%
225NEXTERA ENERGY INCNEE-PW42,502$3.2M0.04%
226VANGUARD SCOTTSDALE FDS92206C71435,560$3.2M0.04%
227UNION PAC CORPUNP13,335$3.2M0.04%
228CVS HEALTH CORPCVS40,344$3.0M0.04%
229GE AEROSPACE3696043019,954$3.0M0.03%
230SPDR SERIES TRUST78468R62230,445$3.0M0.03%
231DEERE & CODE6,252$2.9M0.03%
232DUKE ENERGY CORP NEWDUKB22,323$2.8M0.03%
233IQVIA HLDGS INCIQV14,314$2.7M0.03%
234INFOSYS LTDINFY163,324$2.7M0.03%
235VANGUARD MALVERN FDS92202080552,385$2.7M0.03%
236SCHWAB STRATEGIC TR808524102101,317$2.6M0.03%
237SPDR SERIES TRUST78468R79647,030$2.6M0.03%
238QUALCOMM INCQCOM15,435$2.6M0.03%
239SELECT SECTOR SPDR TR81369Y88628,369$2.5M0.03%
240THERMO FISHER SCIENTIFIC INCTMO5,052$2.5M0.03%
241HONEYWELL INTL INC43851610611,638$2.4M0.03%
242DIMENSIONAL ETF TRUST25434V62534,012$2.4M0.03%
243SCHWAB STRATEGIC TR80852488853,416$2.4M0.03%
244ISHARES TR46435U54950,539$2.4M0.03%
245ISHARES TR4642876896,403$2.4M0.03%
246WISDOMTREE TRWT35,094$2.4M0.03%
247NETFLIX INCNFLX2,014$2.4M0.03%
248ISHARES TR46428857018,986$2.4M0.03%
249SPDR SERIES TRUST78464A80529,621$2.4M0.03%
250NUSHARES ETF TRNU52,144$2.3M0.03%
251NORFOLK SOUTHN CORP6558441087,647$2.3M0.03%
252SPDR SERIES TRUST78468R66324,609$2.3M0.03%
253SPDR INDEX SHS FDS78463X50947,587$2.2M0.03%
254VANGUARD INTL EQUITY INDEX F92204277530,439$2.2M0.03%
255J P MORGAN EXCHANGE TRADED F46641Q15946,751$2.2M0.03%
256CME GROUP INCCME7,978$2.2M0.03%
257SELECT SECTOR SPDR TR81369Y8037,616$2.1M0.02%
258SPDR SERIES TRUST78464A87021,137$2.1M0.02%
259DIREXION SHS ETF TR25459W56581,000$2.1M0.02%
260SELECT SECTOR SPDR TR81369Y70412,449$1.9M0.02%
261CORNING INCGLW23,395$1.9M0.02%
262PAYCOM SOFTWARE INCPAYC9,197$1.9M0.02%
263SCHWAB STRATEGIC TR80852484788,687$1.9M0.02%
264ISHARES TR46432F3967,320$1.9M0.02%
265VANGUARD ADMIRAL FDS INC9219327039,320$1.9M0.02%
266WISDOMTREE TRWT54,736$1.8M0.02%
267DUPONT DE NEMOURS INCDD23,613$1.8M0.02%
268JEFFERIES FINL GROUP INC47233W10927,011$1.8M0.02%
269INTUITINTU2,587$1.8M0.02%
270CROWDSTRIKE HLDGS INCCRWD3,595$1.8M0.02%
271INVESCO EXCHANGE TRADED FD TIVZ38,267$1.7M0.02%
272WELLS FARGO CO NEW94974610120,614$1.7M0.02%
273AT&T INCT-PC60,383$1.7M0.02%
274SPDR DOW JONES INDL AVERAGE78467X1093,660$1.7M0.02%
275SBA COMMUNICATIONS CORP NEWSBAC8,728$1.7M0.02%
276DIMENSIONAL ETF TRUST25434V71638,847$1.6M0.02%
277DANAHER CORPORATION2358511028,290$1.6M0.02%
278ACCENTURE PLC IRELANDACN6,664$1.6M0.02%
279ALIGN TECHNOLOGY INCALGN13,109$1.6M0.02%
280CANADIAN NATL RY CO13637510217,398$1.6M0.02%
281KINDER MORGAN INC DELEP-PC56,924$1.6M0.02%
282ISHARES TR46428788711,360$1.6M0.02%
283INTEL CORPINTC47,799$1.6M0.02%
284DIMENSIONAL ETF TRUST25434V86432,853$1.6M0.02%
285AIR PRODS & CHEMS INCAIIR5,660$1.5M0.02%
286SCHWAB STRATEGIC TR80852470646,175$1.5M0.02%
287PFIZER INCPFE60,340$1.5M0.02%
288LOEWS CORPL15,259$1.5M0.02%
289TEXAS INSTRS INC8825081048,147$1.5M0.02%
290MOTOROLA SOLUTIONS INCMSI3,254$1.5M0.02%
291GE VERNOVA INCGEV2,364$1.5M0.02%
292TJX COS INC NEW87254010910,019$1.4M0.02%
293SNOWFLAKE INCSNOW6,396$1.4M0.02%
294ISHARES TR46436E84163,942$1.4M0.02%
295ISHARES TR46434V26634,684$1.4M0.02%
296ILLINOIS TOOL WKS INC4523081095,380$1.4M0.02%
297ALTRIA GROUP INCMO21,204$1.4M0.02%
298VANGUARD ADMIRAL FDS INC9219325053,209$1.4M0.02%
299EATON CORP PLCETN3,689$1.4M0.02%
300SPDR SERIES TRUST78464A28454,796$1.4M0.02%
301ETSY INCETSY20,529$1.4M0.02%
302NUCOR CORPNUE9,838$1.3M0.02%
303FIRST TR EXCHANGE-TRADED FD33733B10011,853$1.3M0.02%
304CORTEVA INCCTVA19,576$1.3M0.02%
305HOLOGIC INCHOLX19,194$1.3M0.02%
306CARRIER GLOBAL CORPORATIONCARR21,654$1.3M0.02%
307L3HARRIS TECHNOLOGIES INCLHX4,170$1.3M0.01%
308ISHARES BITCOIN TRUST ETFIBIT19,492$1.3M0.01%
309PRUDENTIAL FINL INCPUKPF12,145$1.3M0.01%
3103M COMMM8,080$1.3M0.01%
311CONSOLIDATED EDISON INCED12,400$1.2M0.01%
312MARRIOTT INTL INC NEW5719032024,714$1.2M0.01%
313SCHWAB STRATEGIC TR80852483952,145$1.2M0.01%
314ROYAL BK CDA7800871028,305$1.2M0.01%
315ISHARES TR46436E85852,910$1.2M0.01%
316AMERICAN CENTY ETF TR02507287712,101$1.2M0.01%
317MORGAN STANLEYMS-PQ7,515$1.2M0.01%
318SPDR SERIES TRUST78468R73924,467$1.2M0.01%
319FIDELITY MERRIMACK STR TR31618830925,289$1.2M0.01%
320UNITED RENTALS INCURI1,223$1.2M0.01%
321CAPITAL ONE FINL CORP14040H1055,331$1.1M0.01%
322BOEING COBA-PA5,216$1.1M0.01%
323VANGUARD WORLD FD92204A8015,492$1.1M0.01%
324DIMENSIONAL ETF TRUST25434V83129,308$1.1M0.01%
325ISHARES TR46432F3395,674$1.1M0.01%
326SELECT SECTOR SPDR TR81369Y86026,150$1.1M0.01%
327PIMCO ETF TR72201R64310,859$1.1M0.01%
328CONOCOPHILLIPSCOP11,285$1.1M0.01%
329DIMENSIONAL ETF TRUST25434V79932,450$1.1M0.01%
330VANGUARD WORLD FD92191072515,279$1.1M0.01%
331HERSHEY COHSY5,547$1.0M0.01%
332VANGUARD WORLD FD92204A5043,994$1.0M0.01%
333SAP SESAPGF3,864$1.0M0.01%
334DIMENSIONAL ETF TRUST25434V65837,704$1.0M0.01%
335ARISTA NETWORKS INCANET7,039$1.0M0.01%
336VERIZON COMMUNICATIONS INCVZ23,292$1.0M0.01%
337PUBLIC SVC ENTERPRISE GRP IN74457310612,220$1.0M0.01%
338SCHWAB STRATEGIC TR80852479737,233$1.0M0.01%
339ISHARES TR46434V45622,942$1.0M0.01%
340ISHARES TR4642875158,768$1.0M0.01%
341OKLO INCOKLO8,894$992,8380.01%
342VANGUARD WORLD FD92204A1082,484$984,0370.01%
343ISHARES TR46428745711,724$972,6420.01%
344ISHARES TR4642888696,512$970,9420.01%
345INVESCO EXCH TRADED FD TR IIIVZ3,920$968,6840.01%
346SOUTHERN COSOMN10,107$957,8870.01%
347BECTON DICKINSON & COBDX5,036$942,6550.01%
348BRISTOL-MYERS SQUIBB COCELG-RI20,774$936,9230.01%
349CUMMINS INCCMI2,190$924,7800.01%
350CSX CORPCSX26,028$924,2580.01%
351SPRINKLR INCCXM119,347$921,3590.01%
352ISHARES TR4642876069,566$917,2800.01%
353VANGUARD INDEX FDS9229085383,082$905,3590.01%
354UFP INDUSTRIES INCUFPI9,512$889,2770.01%
355VANGUARD INTL EQUITY INDEX F92204267618,624$889,0880.01%
356AVANTOR INCAVTR70,815$883,7720.01%
357TELEDYNE TECHNOLOGIES INCTDY1,501$879,6470.01%
358ISHARES TR4642875566,065$875,6690.01%
359PPL CORPPPLC23,461$871,8110.01%
360ISHARES TR46428756413,975$861,1310.01%
361INVESCO ACTVELY MNGD ETC FDIVZ63,710$855,6260.01%
362DIMENSIONAL ETF TRUST25434V69020,439$836,9800.01%
363JOBY AVIATION INCJOBY-WT51,575$832,4210.01%
364ISHARES TR4642877214,202$823,0040.01%
365ISHARES TR4642877545,615$819,0770.01%
366SPDR SERIES TRUST78464A65631,041$816,8440.01%
367EBAY INC.EBAY8,948$813,8640.01%
368ISHARES TR4642871685,686$807,9810.01%
369ISHARES TR46428986712,536$807,0510.01%
370OREILLY AUTOMOTIVE INC67103H1077,380$795,5840.01%
371WISDOMTREE TRWT11,879$786,6030.01%
372GOLDMAN SACHS ETF TRNVGLF7,843$786,1040.01%
373AMERICAN CENTY ETF TR0250722329,402$784,2210.01%
374ISHARES TR46436E7187,778$783,2450.01%
375ADVANCED MICRO DEVICES INCAMD4,779$773,1530.01%
376VANGUARD SCOTTSDALE FDS92206C77116,439$771,9940.01%
377VANGUARD WORLD FD92204A8844,097$769,1300.01%
378ISHARES TR46435G5329,200$765,4410.01%
379SCHWAB STRATEGIC TR80852475517,797$764,5720.01%
380WISDOMTREE TRWT13,323$760,7450.01%
381VANGUARD WORLD FD92204A3066,027$758,5710.01%
382YUM BRANDS INCYUM4,951$752,5520.01%
383ISHARES TR4642888025,473$742,4130.01%
384CONSTELLATION ENERGY CORPCEG2,248$739,6630.01%
385WEST PHARMACEUTICAL SVSC INC9553061052,803$735,3110.01%
386GENERAL MLS INC37033410414,572$734,7250.01%
387ISHARES TR46428988318,275$733,9240.01%
388MICRON TECHNOLOGY INCMU4,386$733,8230.01%
389PAYCHEX INCPAYX5,756$729,6310.01%
390MANAGER DIRECTED PORTFOLIOS56170L69568,203$726,3620.01%
391DIMENSIONAL ETF TRUST25434V77322,761$719,9450.01%
392SYNOPSYS INCSNPS1,459$719,8570.01%
393WASTE MGMT INC DEL94106L1093,217$710,4630.01%
394VANGUARD SCOTTSDALE FDS92206C7302,348$710,0040.01%
395DIAGEO PLCDGEAF7,439$709,8790.01%
396DIMENSIONAL ETF TRUST25434V67413,196$702,9510.01%
397ISHARES TR46434V62110,264$698,7740.01%
398FISERV INCFISV5,417$698,4140.01%
399DIMENSIONAL ETF TRUST25434V68216,706$686,4430.01%
400TRAVELERS COMPANIES INCTRV2,448$683,5510.01%
401CITIGROUP INCC-PR6,708$680,8550.01%
402VANGUARD INDEX FDS9229086523,239$678,1130.01%
403NOVARTIS AGNVSEF5,257$674,1580.01%
404ISHARES TR46435U85317,790$672,1070.01%
405ISHARES TR4642877396,888$668,7110.01%
406ZIMMER BIOMET HOLDINGS INCZBH6,774$667,2300.01%
407ISHARES TR4642877885,235$662,9610.01%
408AUTOZONE INCAZO154$660,6970.01%
409DIMENSIONAL ETF TRUST25434V73220,533$658,5090.01%
410FIRST BANCORP N C31891010612,434$657,6350.01%
411SCHWAB STRATEGIC TR80852476321,100$657,4860.01%
412SPDR SERIES TRUST78468R20021,261$656,1070.01%
413ROSS STORES INCROST4,273$651,1620.01%
414ISHARES TR46436E86627,447$641,3000.01%
415ENBRIDGE INCENNPF12,550$633,2730.01%
416OCCIDENTAL PETE CORP67459910513,384$632,4160.01%
417UBER TECHNOLOGIES INCUBER6,452$632,0660.01%
418SELECT SECTOR SPDR TR81369Y60511,702$630,4020.01%
419FIDELITY COVINGTON TRUST31609211316,629$619,7450.01%
420PROSHARES TR74347B5738,556$616,1810.01%
421PALO ALTO NETWORKS INCPANW3,025$616,0300.01%
422AMERICAN ELEC PWR CO INC0255371015,472$615,6000.01%
423AMERIPRISE FINL INC03076C1061,243$610,3790.01%
424ISHARES TR4642871011,791$596,0710.01%
425WORLD GOLD TRGLDW7,791$595,6220.01%
426INTUITIVE SURGICAL INCISRG1,321$590,5680.01%
427DOMINION ENERGY INCD9,607$587,6530.01%
428VANGUARD SCOTTSDALE FDS92206C1029,910$583,2030.01%
429NIKE INCNKE8,172$569,8350.01%
430ISHARES TR4642898596,438$567,4240.01%
431AGNICO EAGLE MINES LTDAEM3,357$565,8560.01%
432PHILLIPS 66PSX4,112$559,3530.01%
433TOTALENERGIES SETTE9,363$558,8780.01%
434INVESCO EXCH TRADED FD TR IIIVZ7,606$558,8630.01%
435TE CONNECTIVITY PLCTEL2,545$558,7090.01%
436QUANTA SVCS INC74762E1021,332$552,1280.01%
437ISHARES INC46434G7648,164$551,1520.01%
438WSFS FINL CORP92932810210,216$550,9490.01%
439SPDR SERIES TRUST78464A7633,931$550,5160.01%
440BANK NEW YORK MELLON CORP0640581005,031$548,1710.01%
441LINDE PLCLIN1,153$547,5690.01%
442AMENTUM HOLDINGS INCAMTM22,760$545,1020.01%
443ENTERPRISE PRODS PARTNERS L29379210717,427$544,9450.01%
444VANGUARD ADMIRAL FDS INC9219328284,906$541,9660.01%
445DIMENSIONAL ETF TRUST25434V85612,833$541,9380.01%
446US BANCORP DELUSB-PS11,213$541,9220.01%
447AMETEK INCAME2,865$538,5260.01%
448SELECT SECTOR SPDR TR81369Y5065,931$529,8650.01%
449WISDOMTREE TRWT6,057$527,1410.01%
450PACKAGING CORP AMER6951561092,405$524,1220.01%
451WISDOMTREE TRWT4,093$524,0550.01%
452DOW INCDOW22,592$518,0350.01%
453KIMBERLY-CLARK CORPKMB4,131$513,6380.01%
454ISHARES TR46428868716,172$511,3590.01%
455CHUBB LIMITEDCB1,801$508,3330.01%
456ECOLAB INCECL1,855$508,0110.01%
457GILEAD SCIENCES INCGILD4,511$500,7260.01%
458ISHARES TR4642872424,408$491,4160.01%
459INNOVATOR ETFS TRUSTINHD11,531$484,5330.01%
460INVESCO SR INCOME TRIVZ139,356$482,1720.01%
461ALLSTATE CORPALL-PJ2,244$481,5680.01%
462SPDR INDEX SHS FDS78470E20511,430$478,1380.01%
463J P MORGAN EXCHANGE TRADED F46641Q3328,341$476,2880.01%
464ISHARES TR46436E83321,247$475,6150.01%
465SELECT SECTOR SPDR TR81369Y2093,397$472,8160.01%
466VANGUARD SCOTTSDALE FDS92206C6232,021$472,3510.01%
467WATSCO INCWSO-B1,164$470,6260.01%
468S&P GLOBAL INCSPGI966$470,3440.01%
469ISHARES TR46435G1024,688$469,0350.01%
470VERISIGN INCVRSN1,668$466,3230.01%
471GALLAGHER ARTHUR J & CO3635761091,488$460,9770.01%
472CAMECO CORPCCJ5,475$459,1340.01%
473FVCBANKCORP INCFVCB35,339$458,3470.01%
474SPDR SERIES TRUST78464A8621,436$458,2570.01%
475ISHARES TR46432F8345,489$453,3130.01%
476INNOVATOR ETFS TRUSTINHD13,020$452,8370.01%
477J P MORGAN EXCHANGE TRADED F46654Q2037,860$452,1080.01%
478ISHARES TR4642882573,263$451,0780.01%
479WYNDHAM HOTELS & RESORTS INCWH5,641$450,7160.01%
480THE CIGNA GROUP1255231001,558$448,9920.01%
481BURKE HERBERT FINL SVCS CORP12135Y1087,200$444,1680.01%
482RPM INTL INC7496851033,737$440,5180.01%
483VANECK ETF TRUST92189F1065,738$438,3820.01%
484SHERWIN WILLIAMS COSHW1,257$435,1480.01%
485LABCORP HOLDINGS INCLH1,506$432,3130.01%
486EVERSOURCE ENERGYES6,012$427,6850.00%
487SHELL PLCRYDAF5,902$422,1710.00%
488WISDOMTREE TRWT9,832$410,9780.00%
489SIMON PPTY GROUP INC NEW8288061092,166$406,5550.00%
490FLEX LTDFLEX7,011$406,4280.00%
491CLOROX CO DELCLX3,207$395,4240.00%
492SHOPIFY INCSHOP2,644$392,9250.00%
493FIFTH THIRD BANCORPFITBM8,748$389,7240.00%
494NB BANCORP INCNBBK22,011$388,4950.00%
495TRANE TECHNOLOGIES PLCTT916$386,6870.00%
496MARSH & MCLENNAN COS INC5717481021,912$385,3190.00%
497NUSHARES ETF TRNU10,689$381,4910.00%
498NUSHARES ETF TRNU8,700$381,2950.00%
499WISDOMTREE TRWT6,821$381,0900.00%
500DIMENSIONAL ETF TRUST25434V6175,294$380,4540.00%