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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

Creative Planning

Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001540235-25-000003

Total Value
$106.35B
Positions
4,091
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720021,522,039$12.09B12.00%
2VANGUARD BD INDEX FDS921937835107,769,769$7.92B7.85%
3VANGUARD TAX-MANAGED FDS921943858136,800,229$6.95B6.90%
4SPDR SER TR78464A84779,245,512$4.06B4.02%
5ISHARES INC46434G10371,773,100$3.87B3.84%
6VANGUARD INDEX FDS92290863712,367,122$3.18B3.15%
7SPDR INDEX SHS FDS78463X88984,830,062$3.09B3.06%
8APPLE INCAAPL9,939,761$2.21B2.19%
9VANGUARD INDEX FDS9229086298,022,088$2.07B2.06%
10VANGUARD SCOTTSDALE FDS92206C87024,902,568$2.04B2.02%
11SPDR SER TR78464A85430,245,130$1.99B1.97%
12VANGUARD INDEX FDS9229087696,460,975$1.78B1.76%
13SCHWAB STRATEGIC TR80852420177,802,255$1.72B1.70%
14SPDR S&P 500 ETF TRSPY2,960,268$1.66B1.64%
15BERKSHIRE HATHAWAY INC DELBRK-A2,698,168$1.44B1.43%
16SELECT SECTOR SPDR TR81369Y86034,092,288$1.43B1.42%
17ISHARES TR46428841412,686,027$1.34B1.33%
18SPDR SER TR78464A47442,903,426$1.29B1.28%
19VANGUARD INDEX FDS92290855314,039,930$1.27B1.26%
20VANGUARD MUN BD FDS92290774624,962,985$1.24B1.23%
21ISHARES TR46428722612,409,596$1.23B1.22%
22ISHARES TR46435G32617,092,798$1.18B1.17%
23MICROSOFT CORPMSFT2,671,074$1.00B0.99%
24AMERICAN CENTY ETF TR02507280214,263,081$994.7M0.99%
25DIMENSIONAL ETF TRUST25434V50016,441,501$982.4M0.97%
26NVIDIA CORPORATIONNVDA9,002,648$977.3M0.97%
27AMERICAN CENTY ETF TR02507287711,160,851$972.9M0.97%
28SPDR INDEX SHS FDS78463X50921,831,799$859.5M0.85%
29VANGUARD INTL EQUITY INDEX F92204285818,592,029$841.5M0.83%
30VANGUARD SCOTTSDALE FDS92206C70613,644,373$810.5M0.80%
31SCHWAB STRATEGIC TR80852480540,369,567$798.5M0.79%
32SCHWAB STRATEGIC TR80852450828,183,249$738.4M0.73%
33DIMENSIONAL ETF TRUST25434V60913,500,981$695.2M0.69%
34AMAZON COM INCAMZN3,334,003$634.3M0.63%
35VANGUARD INDEX FDS9229083631,166,370$599.4M0.59%
36SCHWAB STRATEGIC TR80852470619,408,651$535.1M0.53%
37SCHWAB STRATEGIC TR80852484722,640,667$487.0M0.48%
38VANGUARD WHITEHALL FDS9219464063,522,335$454.2M0.45%
39META PLATFORMS INCMETA768,957$443.2M0.44%
40VANGUARD INDEX FDS9229087511,965,311$435.8M0.43%
41WISDOMTREE TRWT6,866,650$331.7M0.33%
42ALPHABET INCGOOG2,087,853$322.9M0.32%
43JPMORGAN CHASE & CO.VYLD1,273,619$312.4M0.31%
44INVESCO QQQ TRIVZ642,898$301.5M0.30%
45ISHARES TR4642875074,904,823$286.2M0.28%
46ISHARES TR4642882734,446,899$282.5M0.28%
47ISHARES TR4642881582,463,134$260.1M0.26%
48ISHARES TR4642871502,078,209$253.6M0.25%
49PROCTER AND GAMBLE CO7427181091,383,539$235.8M0.23%
50ALPHABET INCGOOG1,483,703$231.8M0.23%
51TESLA INCTSLA865,512$224.3M0.22%
52SPDR SER TR78464A3756,692,653$222.5M0.22%
53ISHARES TR46432F8422,878,978$217.8M0.22%
54DIMENSIONAL ETF TRUST25434V7245,281,993$217.7M0.22%
55COSTCO WHSL CORP NEW22160K105229,738$217.3M0.22%
56DIMENSIONAL ETF TRUST25434V4013,559,740$215.3M0.21%
57VANGUARD SPECIALIZED FUNDS9219088441,102,710$213.9M0.21%
58VISA INCV609,209$213.5M0.21%
59EXXON MOBIL CORPXOM1,754,244$208.6M0.21%
60ELI LILLY & COLLY249,925$206.4M0.20%
61ISHARES TR464287622651,082$199.7M0.20%
62ISHARES TR4642886611,533,122$181.1M0.18%
63HOME DEPOT INCHD484,729$177.6M0.18%
64JOHNSON & JOHNSONJNJ1,047,346$173.7M0.17%
65ABBVIE INCABBV816,004$171.0M0.17%
66SPDR S&P MIDCAP 400 ETF TRMDY319,968$170.7M0.17%
67ISHARES TR4642874652,056,966$168.1M0.17%
68WALMART INCWMT1,888,068$165.8M0.16%
69BERKSHIRE HATHAWAY INC DELBRK-A199$158.8M0.16%
70BROADCOM INCAVGO936,978$156.9M0.16%
71ISHARES TR464287614429,058$154.9M0.15%
72WISDOMTREE TRWT2,587,688$142.5M0.14%
73ISHARES TR4642878041,326,073$138.7M0.14%
74COCA COLA COKO1,889,691$135.3M0.13%
75DIMENSIONAL ETF TRUST25434V8073,326,768$130.9M0.13%
76SPDR SER TR78468R6631,399,831$128.4M0.13%
77ISHARES TR464287200226,832$127.5M0.13%
78MASTERCARD INCORPORATEDMA227,762$124.8M0.12%
79FIDELITY MERRIMACK STR TR3161883092,723,288$124.3M0.12%
80SPDR INDEX SHS FDS78463X7562,178,106$123.3M0.12%
81SCHWAB STRATEGIC TR8085247974,400,390$123.0M0.12%
82SPDR SER TR78468R8532,943,109$120.0M0.12%
83ISHARES TR464287655598,572$119.4M0.12%
84SPDR SER TR78464A8051,748,443$118.9M0.12%
85VANGUARD WORLD FD9219107331,191,025$116.7M0.12%
86ABBOTT LABSABLZF878,455$116.5M0.12%
87ALPS ETF TR00162Q4522,227,133$115.7M0.11%
88VANGUARD INDEX FDS922908744666,230$115.1M0.11%
89NETFLIX INCNFLX122,806$114.5M0.11%
90UNITEDHEALTH GROUP INCUNH216,058$113.2M0.11%
91BANK AMERICA CORP0605051042,711,659$113.2M0.11%
92MCDONALDS CORPMCD357,421$111.6M0.11%
93ORACLE CORPORCL-PD783,952$109.6M0.11%
94SCHWAB STRATEGIC TR8085242014,859,073$107.3M0.11%
95AMERICAN CENTY ETF TR0250728851,155,709$106.8M0.11%
96VANGUARD INDEX FDS922908736285,192$105.8M0.10%
97CHEVRON CORP NEWCVX628,972$105.2M0.10%
98SCHWAB STRATEGIC TR8085246074,382,699$102.7M0.10%
99GLOBAL X FDS37954Y3431,922,053$102.3M0.10%
100ISHARES TR464287598528,914$99.5M0.10%
101WISDOMTREE TRWT1,238,689$98.3M0.10%
102WISDOMTREE TRWT2,144,913$90.3M0.09%
103J P MORGAN EXCHANGE TRADED F46641Q399892,948$90.1M0.09%
104FIDELITY MERRIMACK STR TR3161883091,934,830$88.3M0.09%
105PEPSICO INCPEP583,364$87.5M0.09%
106MERCK & CO INCMRK970,858$87.1M0.09%
107INTERNATIONAL BUSINESS MACHSINTR339,710$84.5M0.08%
108CISCO SYS INCCSCO1,351,583$83.4M0.08%
109VANGUARD SCOTTSDALE FDS92206C1021,413,277$82.9M0.08%
110TAIWAN SEMICONDUCTOR MFG LTD874039100492,998$81.8M0.08%
111VANGUARD INTL EQUITY INDEX F9220427751,324,354$80.3M0.08%
112VANGUARD INDEX FDS922908637310,838$79.9M0.08%
113ACCENTURE PLC IRELANDACN253,303$79.0M0.08%
114CARLYLE SECURED LENDING INCCGBD4,872,273$78.8M0.08%
115VANGUARD INDEX FDS922908363153,338$78.8M0.08%
116VANGUARD TAX-MANAGED FDS9219438581,540,391$78.3M0.08%
117VANGUARD INTL EQUITY INDEX F9220428741,110,651$78.0M0.08%
118VANGUARD INDEX FDS922908652451,183$77.7M0.08%
119DIMENSIONAL ETF TRUST25434V7082,318,010$76.5M0.08%
120VANGUARD WORLD FD9219107251,271,994$75.0M0.07%
121WISDOMTREE TRWT1,479,917$73.3M0.07%
122VANGUARD INDEX FDS922908512447,836$71.9M0.07%
123SALESFORCE INCCRM267,727$71.8M0.07%
124VANGUARD WORLD FD92204A702128,202$69.5M0.07%
125CATERPILLAR INCCAT208,094$68.6M0.07%
126QUALCOMM INCQCOM443,389$68.1M0.07%
127RTX CORPORATIONRTX508,664$67.4M0.07%
128PHILIP MORRIS INTL INC718172109424,431$67.4M0.07%
129VANGUARD SCOTTSDALE FDS92206C409847,694$66.9M0.07%
130AMERICAN CENTY ETF TR0250726041,105,852$66.5M0.07%
131AMGEN INCAMGN212,460$66.2M0.07%
132SPDR INDEX SHS FDS78463X8891,789,740$65.2M0.06%
133VANGUARD INTL EQUITY INDEX F922042718562,547$65.0M0.06%
134ISHARES INC46434G8631,829,511$63.9M0.06%
135UNION PAC CORPUNP270,024$63.8M0.06%
136WELLS FARGO CO NEW949746101878,356$63.1M0.06%
137SPDR SER TR78464A763455,274$61.8M0.06%
138NEXTERA ENERGY INCNEE-PW853,426$60.5M0.06%
139VANGUARD INDEX FDS922908611317,272$59.1M0.06%
140VANGUARD MUN BD FDS9229077461,186,033$58.9M0.06%
141SPDR SER TR78464A409730,549$58.7M0.06%
142DISNEY WALT CO254687106590,058$58.2M0.06%
143ARISTA NETWORKS INCANET749,318$58.1M0.06%
144EATON CORP PLCETN206,708$56.2M0.06%
145SPDR GOLD TRGLD194,849$56.1M0.06%
146CROWDSTRIKE HLDGS INCCRWD154,671$54.5M0.05%
147ISHARES TR464287499639,487$54.4M0.05%
148ISHARES TR46435U6631,411,103$54.2M0.05%
149AT&T INCT-PC1,890,478$53.5M0.05%
150ISHARES TR464287309568,880$52.8M0.05%
151BLACKSTONE SECD LENDING FDBX1,625,598$52.6M0.05%
152APPLE INCAAPL235,977$52.4M0.05%
153LOCKHEED MARTIN CORPLMT116,742$52.1M0.05%
154ADOBE INCADBE134,096$51.4M0.05%
155ISHARES TR464287242470,449$51.1M0.05%
156BOEING COBA-PA295,868$50.5M0.05%
157GOLDMAN SACHS GROUP INCGSCE90,823$49.6M0.05%
158FISERV INCFISV224,384$49.6M0.05%
159HONEYWELL INTL INC438516106233,460$49.4M0.05%
160THERMO FISHER SCIENTIFIC INCTMO99,125$49.3M0.05%
161VANGUARD INDEX FDS922908629189,914$49.1M0.05%
162AMERICAN CENTY ETF TR025072703741,046$49.1M0.05%
163VANGUARD WHITEHALL FDS921946794662,077$48.8M0.05%
164GENESIS ENERGY L PGEL3,105,454$48.7M0.05%
165ISHARES INC46434G764876,973$48.3M0.05%
166AMERICAN EXPRESS COAXP179,452$48.3M0.05%
167NIKE INCNKE760,567$48.3M0.05%
168INTUITIVE SURGICAL INCISRG96,658$47.9M0.05%
169LOWES COS INC548661107205,027$47.8M0.05%
170ISHARES TR46428720082,873$46.6M0.05%
171SCHWAB STRATEGIC TR8085248881,293,360$46.4M0.05%
172SCHWAB STRATEGIC TR8085243001,851,239$46.4M0.05%
173SPDR SER TR78464A847894,495$45.8M0.05%
174BENTLEY SYS INCBSY1,159,615$45.6M0.05%
175DIMENSIONAL ETF TRUST25434V7731,754,574$45.3M0.04%
176SCHWAB STRATEGIC TR8085241022,100,193$45.2M0.04%
177VERIZON COMMUNICATIONS INCVZ995,244$45.1M0.04%
178SERVICENOW INCNOW56,699$45.1M0.04%
179ISHARES TR464287648175,733$44.9M0.04%
180WISDOMTREE TRWT1,032,635$44.8M0.04%
181WISDOMTREE TRWT1,397,729$44.7M0.04%
182ISHARES TR46435G516545,790$44.6M0.04%
183ISHARES GOLD TRIAU754,307$44.5M0.04%
184GE AEROSPACE369604301219,260$43.9M0.04%
185DOVER CORPDOV247,354$43.5M0.04%
186ISHARES TR46436E718430,425$43.3M0.04%
187SPDR DOW JONES INDL AVERAGE78467X109102,877$43.2M0.04%
188VANGUARD BD INDEX FDS921937827551,766$43.2M0.04%
189S&P GLOBAL INCSPGI84,892$43.1M0.04%
190STARBUCKS CORPSBUX435,785$42.7M0.04%
191CHUBB LIMITEDCB140,724$42.5M0.04%
192VERTEX PHARMACEUTICALS INCVRTX87,583$42.5M0.04%
193SONY GROUP CORPSNEJF1,665,935$42.3M0.04%
194SELECT SECTOR SPDR TR81369Y803204,690$42.3M0.04%
195VANGUARD STAR FDS921909768676,292$42.0M0.04%
196VANGUARD WORLD FD921910816135,862$42.0M0.04%
197NOVARTIS AGNVSEF375,169$41.8M0.04%
198ISHARES TR46435G326607,017$41.8M0.04%
199ISHARES TR464287481353,281$41.5M0.04%
200ADVANCED MICRO DEVICES INCAMD402,393$41.3M0.04%
201PFIZER INCPFE1,630,666$41.3M0.04%
202AUTOMATIC DATA PROCESSING INADP134,521$41.1M0.04%
203MCKESSON CORPMCK61,022$41.1M0.04%
204COMCAST CORP NEWCCZ1,107,036$40.8M0.04%
205DIMENSIONAL ETF TRUST25434V3021,576,314$40.8M0.04%
206TJX COS INC NEW872540109334,991$40.8M0.04%
207SCHWAB CHARLES CORPSCHW-PJ516,698$40.4M0.04%
208VANGUARD BD INDEX FDS921937835548,796$40.3M0.04%
209DEERE & CODE85,724$40.2M0.04%
210TEXAS INSTRS INC882508104223,606$40.2M0.04%
211SOUTHERN COSOMN430,979$39.6M0.04%
212LAM RESEARCH CORPLRCX544,993$39.6M0.04%
213INVESCO EXCHANGE TRADED FD TIVZ228,446$39.6M0.04%
214AMERICAN CENTY ETF TR025072794554,678$38.8M0.04%
215DUKE ENERGY CORP NEWDUKB317,669$38.7M0.04%
216VANGUARD BD INDEX FDS921937819502,421$38.5M0.04%
217ISHARES TR464288414361,654$38.1M0.04%
218ISHARES TR464287168281,827$37.8M0.04%
219SPDR SER TR78464A854575,243$37.8M0.04%
220ISHARES INC46434G103697,540$37.6M0.04%
221INTUITINTU61,138$37.5M0.04%
222ZACKS TRUST98888G1051,229,669$37.0M0.04%
223ALTRIA GROUP INCMO610,705$36.7M0.04%
224PALANTIR TECHNOLOGIES INCPLTR432,069$36.5M0.04%
225NVIDIA CORPORATIONNVDA332,361$36.0M0.04%
226OREILLY AUTOMOTIVE INC67103H10724,995$35.8M0.04%
227ISHARES TR46435G425289,854$35.3M0.04%
228VANGUARD INTL EQUITY INDEX F922042742302,384$35.1M0.03%
229SPDR SER TR78464A508685,834$35.0M0.03%
230FIRST TR MORNINGSTAR DIVID L336917109800,334$34.8M0.03%
231BLACKSTONE INCBX247,593$34.6M0.03%
232BERKSHIRE HATHAWAY INC DELBRK-A63,479$33.8M0.03%
233WASTE MGMT INC DEL94106L109144,764$33.5M0.03%
234T-MOBILE US INCTMUSZ125,593$33.5M0.03%
235ISHARES TR464288117848,710$33.5M0.03%
236VANGUARD INDEX FDS922908538136,668$33.4M0.03%
237SPDR INDEX SHS FDS78463X509842,182$33.2M0.03%
238FIRST TR MORNINGSTAR DIVID L336917109758,195$32.9M0.03%
239ISHARES TR464287234752,909$32.9M0.03%
240SCHWAB STRATEGIC TR8085247711,387,986$32.8M0.03%
241BRISTOL-MYERS SQUIBB COCELG-RI531,163$32.4M0.03%
242AMERICAN ELEC PWR CO INC025537101294,883$32.2M0.03%
243SPDR SER TR78464A300404,637$31.7M0.03%
244SHOPIFY INCSHOP331,545$31.7M0.03%
245MICROSTRATEGY INCSTRK109,728$31.6M0.03%
246LINDE PLCLIN67,827$31.6M0.03%
247AMPHENOL CORP NEW032095101481,419$31.6M0.03%
248APPLIED MATLS INC038222105216,565$31.4M0.03%
249STRYKER CORPORATIONSYK83,960$31.3M0.03%
250PALO ALTO NETWORKS INCPANW182,608$31.2M0.03%
251CONOCOPHILLIPSCOP290,550$30.5M0.03%
252FIRST TR NASDAQ 100 TECH IND337345102173,945$30.2M0.03%
253SAP SESAPGF111,306$29.9M0.03%
254CARRIER GLOBAL CORPORATIONCARR471,200$29.9M0.03%
255US BANCORP DELUSB-PS701,598$29.6M0.03%
256CITIGROUP INCC-PR415,834$29.5M0.03%
257INTERCONTINENTAL EXCHANGE IN45866F104170,872$29.5M0.03%
258GILEAD SCIENCES INCGILD259,756$29.1M0.03%
259FIRST TR NASDAQ 100 TECH IND337345102166,635$28.9M0.03%
260VANGUARD INDEX FDS922908595114,757$28.9M0.03%
261TRANE TECHNOLOGIES PLCTT85,502$28.8M0.03%
262ISHARES INC4642863191,041,259$28.4M0.03%
263INTEL CORPINTC1,245,943$28.3M0.03%
264KLA CORPKLAC41,504$28.2M0.03%
265ISHARES TR464287440295,091$28.1M0.03%
266MICROSOFT CORPMSFT74,691$28.0M0.03%
267SCHWAB STRATEGIC TR8085248541,126,076$28.0M0.03%
268FORTINET INCFTNT289,846$27.9M0.03%
269ENTERPRISE PRODS PARTNERS L293792107813,047$27.8M0.03%
270ISHARES TR464287705231,433$27.7M0.03%
271PHILLIPS 66PSX223,389$27.6M0.03%
272MORGAN STANLEYMS-PQ235,901$27.5M0.03%
273MONDELEZ INTL INC609207105402,402$27.3M0.03%
274EDWARDS LIFESCIENCES CORPEW374,073$27.1M0.03%
275TARGET CORPTGT258,980$27.0M0.03%
276ANALOG DEVICES INCADI133,795$27.0M0.03%
277WELLTOWER INCWELL175,132$26.8M0.03%
278MARSH & MCLENNAN COS INC571748102109,813$26.8M0.03%
279DANAHER CORPORATION235851102129,931$26.6M0.03%
2803M COMMM179,916$26.4M0.03%
281ONEOK INC NEWOKE264,885$26.3M0.03%
282SPDR SER TR78468R770238,790$26.1M0.03%
283ISHARES TR464287408136,430$26.0M0.03%
284DIMENSIONAL ETF TRUST25434V104674,737$25.9M0.03%
285ISHARES TR46435G1931,119,023$25.8M0.03%
286VANECK ETF TRUST92189F486997,338$25.5M0.03%
287NORTHROP GRUMMAN CORPNOC49,673$25.4M0.03%
288UBER TECHNOLOGIES INCUBER347,515$25.3M0.03%
289EOG RES INCEOG196,436$25.2M0.02%
290UNITED PARCEL SERVICE INCUPS228,870$25.2M0.02%
291AFLAC INCAFL224,989$25.0M0.02%
292AIR PRODS & CHEMS INCAIIR84,105$24.8M0.02%
293PIMCO ETF TR72201R833245,934$24.7M0.02%
294MARATHON PETE CORPMARA169,617$24.7M0.02%
295ROYAL BK CDA780087102217,604$24.5M0.02%
296ISHARES TR46429B663202,010$24.5M0.02%
297SSGA ACTIVE ETF TR78467V608594,815$24.5M0.02%
298GALLAGHER ARTHUR J & CO36357610970,248$24.3M0.02%
299UNILEVER PLCUNLYF405,355$24.1M0.02%
300PROGRESSIVE CORP74331510384,973$24.0M0.02%
301TRAVELERS COMPANIES INCTRV90,715$24.0M0.02%
302ISHARES TR46429B697255,713$24.0M0.02%
303SHELL PLCRYDAF324,889$23.8M0.02%
304THE CIGNA GROUP12552310072,336$23.8M0.02%
305BLACKROCK INCBLK25,132$23.8M0.02%
306BOSTON SCIENTIFIC CORPBSX233,909$23.6M0.02%
307ASML HOLDING N VASMLF35,537$23.5M0.02%
308ISHARES TR46434V407548,729$23.3M0.02%
309FIDELITY COVINGTON TRUST316092352583,009$23.3M0.02%
310ISHARES TR46434V621373,474$23.1M0.02%
311COLGATE PALMOLIVE COCL245,219$23.0M0.02%
312BROOKFIELD CORP11271J107438,376$23.0M0.02%
313FIDELITY COVINGTON TRUST316092352574,504$23.0M0.02%
314DIMENSIONAL ETF TRUST25434V609444,513$22.9M0.02%
315VANGUARD ADMIRAL FDS INC921932828235,825$22.8M0.02%
316ISHARES TR464287226229,584$22.7M0.02%
317DIMENSIONAL ETF TRUST25434V500379,523$22.7M0.02%
318DIGITAL RLTY TR INC253868103155,739$22.3M0.02%
319SELECT SECTOR SPDR TR81369Y605446,077$22.2M0.02%
320SNOWFLAKE INCSNOW150,366$22.0M0.02%
321SPDR SER TR78464A516997,584$21.8M0.02%
322MEDTRONIC PLCMDT242,483$21.8M0.02%
323XCEL ENERGY INCXELLL307,601$21.8M0.02%
324CHENIERE ENERGY INCLNG93,881$21.7M0.02%
325VANGUARD INTL EQUITY INDEX F922042676536,177$21.7M0.02%
326SCHWAB STRATEGIC TR808524722805,393$21.7M0.02%
327VANECK ETF TRUST92189F643245,555$21.6M0.02%
328MARRIOTT INTL INC NEW57190320290,586$21.6M0.02%
329EMERSON ELEC COEMR195,195$21.4M0.02%
330ILLINOIS TOOL WKS INC45230810985,869$21.3M0.02%
331CINTAS CORPCTAS103,609$21.3M0.02%
332DIMENSIONAL ETF TRUST25434V203681,252$21.3M0.02%
333VANGUARD INDEX FDS92290876976,835$21.1M0.02%
334BLUE OWL CAPITAL CORPORATIONOWL1,433,303$21.0M0.02%
335DIMENSIONAL ETF TRUST25434V815732,539$20.6M0.02%
336FIRST TR EXCHANGE TRADED FD33738R118279,905$20.6M0.02%
337ASTRAZENECA PLCAZN279,066$20.5M0.02%
338CHIPOTLE MEXICAN GRILL INCCMG408,378$20.5M0.02%
339APPLOVIN CORPAPP76,805$20.4M0.02%
340SCHWAB STRATEGIC TR808524409760,669$20.2M0.02%
341NOVO-NORDISK A SNONOF291,126$20.2M0.02%
342SELECT SECTOR SPDR TR81369Y506215,656$20.2M0.02%
343SERVISFIRST BANCSHARES INCSFBS243,138$20.1M0.02%
344CUMMINS INCCMI63,978$20.1M0.02%
345INVESCO EXCHANGE TRADED FD TIVZ200,730$20.0M0.02%
346ISHARES TR46435U713442,656$20.0M0.02%
347PARKER-HANNIFIN CORPPH32,515$19.8M0.02%
348ISHARES TR464287564320,096$19.7M0.02%
349DOORDASH INCDASH107,454$19.6M0.02%
350WISDOMTREE TRWT244,916$19.6M0.02%
351SPDR SER TR78464A649764,527$19.5M0.02%
352FIRST TR EXCH TRADED FD III33739N108386,786$19.5M0.02%
353CME GROUP INCCME73,318$19.5M0.02%
354BOOKING HOLDINGS INCBKNG4,216$19.4M0.02%
355RELIANCE INCRS67,120$19.4M0.02%
356GLOBAL X FDS37954Y6571,015,700$19.3M0.02%
357SCHWAB STRATEGIC TR808524508735,744$19.3M0.02%
358VANGUARD INTL EQUITY INDEX F922042858416,072$18.8M0.02%
359ISHARES TR464288570183,084$18.7M0.02%
360GE VERNOVA INCGEV61,233$18.7M0.02%
361ALIBABA GROUP HLDG LTDBBAAY140,937$18.6M0.02%
362HCA HEALTHCARE INCHCA53,881$18.6M0.02%
363ISHARES TR464287721132,534$18.6M0.02%
364PAYCHEX INCPAYX120,439$18.6M0.02%
365AMERICAN CENTY ETF TR025072562448,345$18.6M0.02%
366ISHARES TR46429B747179,138$18.5M0.02%
367VANGUARD MALVERN FDS922020805370,224$18.5M0.02%
368FEDEX CORPFDX75,578$18.4M0.02%
369PAYPAL HLDGS INCPYPL281,839$18.4M0.02%
370SCHWAB STRATEGIC TR808524870675,267$18.2M0.02%
371VANGUARD BD INDEX FDS921937835245,021$18.0M0.02%
372VANGUARD WORLD FD92204A50467,964$18.0M0.02%
373TOYOTA MOTOR CORPTOYOF100,119$17.7M0.02%
374SELECT SECTOR SPDR TR81369Y209120,914$17.7M0.02%
375ALPHABET INCGOOG112,557$17.6M0.02%
376SCHWAB STRATEGIC TR808524805887,574$17.6M0.02%
377AMERICAN TOWER CORP NEW03027X10079,960$17.4M0.02%
378SELECT SECTOR SPDR TR81369Y860415,014$17.4M0.02%
379ISHARES TR46432F339101,394$17.3M0.02%
380DIMENSIONAL ETF TRUST25434V781593,381$17.3M0.02%
381GENERAL DYNAMICS CORPGD63,260$17.2M0.02%
382ISHARES TR464288646327,735$17.2M0.02%
383SOUTHWEST AIRLS CO844741108506,662$17.0M0.02%
384ENERGY TRANSFER L PET-PI907,110$16.9M0.02%
385CONSTELLATION ENERGY CORPCEG82,972$16.7M0.02%
386OTIS WORLDWIDE CORPOTIS162,042$16.7M0.02%
387WEC ENERGY GROUP INCWEC153,194$16.7M0.02%
388HSBC HLDGS PLCHBCYF289,802$16.6M0.02%
389CATERPILLAR INCCAT50,143$16.5M0.02%
390ISHARES TR46435U218172,207$16.5M0.02%
391AMERICAN CENTY ETF TR025072687352,546$16.5M0.02%
392SCHWAB STRATEGIC TR808524847759,165$16.3M0.02%
393ALLSTATE CORPALL-PJ78,851$16.3M0.02%
394SPDR S&P 500 ETF TRSPY28,925$16.2M0.02%
395VANGUARD WORLD FD92191087379,370$16.0M0.02%
396COMMERCE BANCSHARES INCCBSH253,706$15.8M0.02%
397YUM BRANDS INCYUM100,212$15.8M0.02%
398SCHWAB STRATEGIC TR808524706569,923$15.7M0.02%
399ISHARES TR464287879160,908$15.7M0.02%
400VANGUARD INDEX FDS922908553172,161$15.6M0.02%
401MICRON TECHNOLOGY INCMU178,931$15.5M0.02%
402CSX CORPCSX527,757$15.5M0.02%
403CVS HEALTH CORPCVS228,774$15.5M0.02%
404ISHARES TR46434V860304,593$15.4M0.02%
405SELECT SECTOR SPDR TR81369Y704116,579$15.3M0.02%
406NUCOR CORPNUE126,906$15.3M0.02%
407NORFOLK SOUTHN CORP65584410864,458$15.3M0.02%
408ISHARES TR46434VBD1605,112$15.2M0.02%
409DOMINION ENERGY INCD270,305$15.2M0.02%
410JPMORGAN CHASE & CO.VYLD61,424$15.1M0.01%
411SHERWIN WILLIAMS COSHW43,140$15.1M0.01%
412SCHWAB STRATEGIC TR808524755416,305$15.0M0.01%
413WILLIAMS COS INC969457100251,046$15.0M0.01%
414VANGUARD INTL EQUITY INDEX F922042866206,437$15.0M0.01%
415HASBRO INCHAS242,983$14.9M0.01%
416ISHARES TR46435GAA0616,532$14.9M0.01%
417ISHARES TR464287606178,177$14.8M0.01%
418SANOFISNYNF267,464$14.8M0.01%
419PNC FINL SVCS GROUP INC69347510583,334$14.6M0.01%
420KINDER MORGAN INC DELEP-PC513,095$14.6M0.01%
421ISHARES BITCOIN TRUST ETFIBIT312,401$14.6M0.01%
422MICROSOFT CORPMSFT38,916$14.6M0.01%
423VANGUARD CHARLOTTE FDS92203J407295,779$14.4M0.01%
424ZOETIS INCZTS87,524$14.4M0.01%
425DIMENSIONAL ETF TRUST25434V799510,546$14.2M0.01%
426MOTOROLA SOLUTIONS INCMSI31,977$14.0M0.01%
427SELECT SECTOR SPDR TR81369Y308168,703$13.8M0.01%
428J P MORGAN EXCHANGE TRADED F46641Q332239,863$13.7M0.01%
429CANADIAN PACIFIC KANSAS CITYCP194,502$13.7M0.01%
430WEX INCWEX86,675$13.6M0.01%
431TYLER TECHNOLOGIES INCTYL23,241$13.5M0.01%
432ELEVANCE HEALTH INCELV30,915$13.4M0.01%
433ISHARES TR464288588143,200$13.4M0.01%
434ISHARES TR46429B267582,525$13.4M0.01%
435ISHARES TR46435G474499,746$13.4M0.01%
436DELL TECHNOLOGIES INCDELL146,605$13.4M0.01%
437ISHARES TR464287663144,636$13.3M0.01%
438VANGUARD WORLD FD921910840103,574$13.3M0.01%
439METLIFE INCMET-PF166,065$13.3M0.01%
440FIRST TR EXCHANGE TRADED FD33734X17699,768$13.2M0.01%
441HERSHEY COHSY76,949$13.2M0.01%
442SYSCO CORPSYY174,872$13.1M0.01%
443KIMBERLY-CLARK CORPKMB92,116$13.1M0.01%
444INVESCO EXCHANGE TRADED FD TIVZ340,535$13.0M0.01%
445ISHARES TR464287457156,891$13.0M0.01%
446REGAL REXNORD CORPORATIONRRX113,907$13.0M0.01%
447GRAINGER W W INC38480210413,126$13.0M0.01%
448AMAZON COM INCAMZN67,983$12.9M0.01%
449TRANSDIGM GROUP INCTDG9,316$12.9M0.01%
450ENBRIDGE INCENNPF290,485$12.9M0.01%
451CAPITAL ONE FINL CORP14040H10571,186$12.8M0.01%
452BANK NEW YORK MELLON CORP064058100151,865$12.7M0.01%
453ALPHABET INCGOOG82,009$12.7M0.01%
454ISHARES TR464287887101,179$12.6M0.01%
455AMERICAN CENTY ETF TR025072802180,401$12.6M0.01%
456VANGUARD WHITEHALL FDS92194640697,514$12.6M0.01%
457AMERIPRISE FINL INC03076C10625,928$12.6M0.01%
458AON PLCAON31,431$12.5M0.01%
459MOODYS CORPMCO26,828$12.5M0.01%
460CADENCE DESIGN SYSTEM INCCDNS48,998$12.5M0.01%
461ISHARES TR464288679112,565$12.4M0.01%
462AUTODESK INCADSK47,422$12.4M0.01%
463BAIDU INCBAIDF134,198$12.4M0.01%
464MITSUBISHI UFJ FINL GROUP IN606822104903,233$12.3M0.01%
465INVESCO DB COMMDY INDX TRCKIVZ545,295$12.3M0.01%
466FIFTH THIRD BANCORPFITBM309,354$12.1M0.01%
467ISHARES TR46428747395,901$12.1M0.01%
468VALERO ENERGY CORPVLO90,852$12.0M0.01%
469PROLOGIS INC.PLDGP107,269$12.0M0.01%
470CONSOLIDATED EDISON INCED108,220$12.0M0.01%
471ISHARES TR46434V738195,831$11.8M0.01%
472HOME DEPOT INCHD32,136$11.8M0.01%
473DISCOVER FINL SVCS25470910868,817$11.7M0.01%
474KROGER COKR172,817$11.7M0.01%
475TOTALENERGIES SETTE180,715$11.7M0.01%
476REALTY INCOME CORPO200,706$11.6M0.01%
477SPOTIFY TECHNOLOGY S ASPOT21,090$11.6M0.01%
478WISDOMTREE TRWT145,608$11.6M0.01%
479FASTENAL COFAST148,915$11.5M0.01%
480BANK AMERICA CORP060505104276,262$11.5M0.01%
481TRUIST FINL CORP89832Q109279,468$11.5M0.01%
482ECOLAB INCECL45,201$11.5M0.01%
483ISHARES TR46432F859234,603$11.3M0.01%
484ISHARES TR464287176102,029$11.3M0.01%
485VANGUARD SCOTTSDALE FDS92206C680121,969$11.3M0.01%
486WEST PHARMACEUTICAL SVSC INC95530610550,548$11.3M0.01%
487ZSCALER INCZS56,237$11.2M0.01%
488BECTON DICKINSON & COBDX48,132$11.0M0.01%
489ISHARES TR464288158102,539$10.8M0.01%
490SCHWAB STRATEGIC TR808524862444,142$10.8M0.01%
491GSK PLCGLAXF278,650$10.8M0.01%
492FIRST TR EXCHANGE-TRADED FD33733E104120,332$10.8M0.01%
493ISHARES TR46428763071,435$10.8M0.01%
494AUTOZONE INCAZO2,819$10.7M0.01%
495DIMENSIONAL ETF TRUST25434V880410,221$10.7M0.01%
496BANCO SANTANDER S.A.BCDRF1,597,266$10.7M0.01%
497MERCADOLIBRE INCMELI5,438$10.6M0.01%
498AXON ENTERPRISE INCAXON19,977$10.5M0.01%
499ROBLOX CORPRBLX179,876$10.5M0.01%
500ROPER TECHNOLOGIES INCROP17,758$10.5M0.01%