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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

Adviser Investments LLC

Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001544576-24-000005

Total Value
$7.58B
Positions
848
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087362,540,325$950.1M12.75%
2VANGUARD INDEX FDS9229087444,745,369$761.2M10.22%
3VANGUARD TAX-MANAGED FDS92194385810,182,932$503.2M6.75%
4VANGUARD SCOTTSDALE FDS92206C7067,259,262$422.7M5.67%
5SPDR SER TR78464A14411,586,730$332.5M4.46%
6ISHARES TR4642884142,779,349$296.1M3.97%
7ISHARES TR4642885882,035,068$186.8M2.51%
8VANGUARD MUN BD FDS9229077463,072,329$154.0M2.07%
9VANGUARD INTL EQUITY INDEX F9220428582,525,709$110.5M1.48%
10ISHARES TR464287200164,290$89.9M1.21%
11APPLE INCAAPL360,896$76.0M1.02%
12MICROSOFT CORPMSFT163,572$73.1M0.98%
13VANGUARD INDEX FDS922908595277,732$69.5M0.93%
14APPLE INCAAPL321,477$67.7M0.91%
15VANGUARD WELLINGTON FD921935805595,259$67.3M0.90%
16VANGUARD INDEX FDS922908611344,579$62.9M0.84%
17VANGUARD SCOTTSDALE FDS92206C7061,067,705$62.2M0.83%
18ISHARES TR464287614153,482$55.9M0.75%
19MICROSOFT CORPMSFT117,003$52.3M0.70%
20SPDR SER TR78464A1441,614,450$46.3M0.62%
21MICROSOFT CORPMSFT100,586$45.0M0.60%
22ISHARES TR46432F339259,467$44.3M0.59%
23ISHARES TR464287408212,863$38.7M0.52%
24SPDR S&P 500 ETF TRSPY71,077$38.7M0.52%
25ISHARES TR464288588405,349$37.2M0.50%
26JPMORGAN CHASE & CO.VYLD183,820$37.2M0.50%
27ISHARES TR464288661302,459$34.9M0.47%
28ISHARES TR46428720063,068$34.5M0.46%
29APPLE INCAAPL158,973$33.5M0.45%
30ABBVIE INCABBV194,248$33.3M0.45%
31JPMORGAN CHASE & CO.VYLD155,855$31.5M0.42%
32NEXTERA ENERGY INCNEE-PW386,358$27.4M0.37%
33COSTCO WHSL CORP NEW22160K10531,243$26.6M0.36%
34ISHARES TR46436E767564,742$26.3M0.35%
35VANGUARD INDEX FDS92290876997,124$26.0M0.35%
36VANGUARD TAX-MANAGED FDS921943858519,215$25.7M0.34%
37VANGUARD INDEX FDS92290836351,007$25.5M0.34%
38NVIDIA CORPORATIONNVDA194,039$24.0M0.32%
39JOHNSON & JOHNSONJNJ162,640$23.8M0.32%
40WALMART INCWMT332,069$22.5M0.30%
41ELEVANCE HEALTH INCELV40,557$22.0M0.29%
42VISA INCV83,711$22.0M0.29%
43COSTCO WHSL CORP NEW22160K10525,257$21.5M0.29%
44VISA INCV81,136$21.3M0.29%
45PROCTER AND GAMBLE CO742718109123,769$20.4M0.27%
46CENCORA INCCOR87,632$19.7M0.26%
47TARGET CORPTGT129,467$19.2M0.26%
48NEXTERA ENERGY INCNEE-PW269,155$19.1M0.26%
49BROADCOM INCAVGO11,806$19.0M0.25%
50ISHARES TR464288356331,900$18.9M0.25%
51CITIGROUP INCC-PR296,816$18.8M0.25%
52MERCK & CO INCMRK150,202$18.6M0.25%
53ELI LILLY & COLLY20,456$18.5M0.25%
54VANGUARD INDEX FDS92290873649,446$18.5M0.25%
55VANGUARD SPECIALIZED FUNDS921908844100,736$18.4M0.25%
56ELI LILLY & COLLY20,007$18.1M0.24%
57BERKSHIRE HATHAWAY INC DELBRK-A44,277$18.0M0.24%
58FIDELITY COVINGTON TRUST316092600262,091$18.0M0.24%
59ISHARES TR464288323335,353$17.9M0.24%
60ALPHABET INCGOOG95,363$17.5M0.23%
61HOME DEPOT INCHD50,420$17.4M0.23%
62PROLOGIS INC.PLDGP152,675$17.1M0.23%
63CARNIVAL CORPCUKPF909,317$17.0M0.23%
64ISHARES TR464287671130,339$16.6M0.22%
65SCHWAB CHARLES CORPSCHW-PJ223,126$16.4M0.22%
66PEPSICO INCPEP99,132$16.3M0.22%
67ABBVIE INCABBV91,637$15.7M0.21%
68QUALCOMM INCQCOM78,525$15.6M0.21%
69BROADCOM INCAVGO9,731$15.6M0.21%
70MCDONALDS CORPMCD59,257$15.1M0.20%
71WALMART INCWMT220,385$14.9M0.20%
72UNITEDHEALTH GROUP INCUNH29,089$14.8M0.20%
73UNITEDHEALTH GROUP INCUNH28,155$14.3M0.19%
74ELEVANCE HEALTH INCELV26,302$14.3M0.19%
75LOWES COS INC54866110763,638$14.0M0.19%
76HONEYWELL INTL INC43851610664,455$13.8M0.18%
77ISHARES TR464288885134,306$13.7M0.18%
78JPMORGAN CHASE & CO.VYLD67,543$13.7M0.18%
79META PLATFORMS INCMETA26,855$13.5M0.18%
80CHEVRON CORP NEWCVX86,509$13.5M0.18%
81INVESCO QQQ TRIVZ28,025$13.4M0.18%
82UNION PAC CORPUNP59,190$13.4M0.18%
83AMAZON COM INCAMZN68,753$13.3M0.18%
84SKYWORKS SOLUTIONS INCSWKS124,612$13.3M0.18%
85EXXON MOBIL CORPXOM115,047$13.2M0.18%
86TJX COS INC NEW872540109119,017$13.1M0.18%
87MICRON TECHNOLOGY INCMU99,199$13.0M0.18%
88FEDEX CORPFDX43,377$13.0M0.17%
89SPDR S&P 500 ETF TRSPY23,763$12.9M0.17%
90HOME DEPOT INCHD37,276$12.8M0.17%
91JOHNSON CTLS INTL PLCG51502105192,391$12.8M0.17%
92ALPHABET INCGOOG69,552$12.7M0.17%
93DELTA AIR LINES INC DELDAL261,415$12.4M0.17%
94COMCAST CORP NEWCCZ314,129$12.3M0.17%
95EXXON MOBIL CORPXOM105,399$12.1M0.16%
96PEPSICO INCPEP73,182$12.1M0.16%
97RTX CORPORATIONRTX120,071$12.1M0.16%
98JOHNSON & JOHNSONJNJ80,993$11.8M0.16%
99BLACKROCK INCBLK15,030$11.8M0.16%
100ABBOTT LABSABLZF113,289$11.8M0.16%
101PROCTER AND GAMBLE CO74271810971,084$11.7M0.16%
102MERCK & CO INCMRK94,498$11.7M0.16%
103HONEYWELL INTL INC43851610654,677$11.7M0.16%
104ISHARES TR464287804108,519$11.6M0.16%
105LINDE PLCLIN26,063$11.4M0.15%
106ALPHABET INCGOOG62,739$11.4M0.15%
107ISHARES TR464287457138,424$11.3M0.15%
108VANGUARD BD INDEX FDS921937835156,732$11.3M0.15%
109ISHARES TR464288638219,420$11.2M0.15%
110TJX COS INC NEW872540109101,995$11.2M0.15%
111ISHARES TR464287440119,017$11.1M0.15%
112DBX ETF TR233051432313,928$11.1M0.15%
113ALPHABET INCGOOG60,999$11.1M0.15%
114META PLATFORMS INCMETA21,776$11.0M0.15%
115FIDELITY COVINGTON TRUST31609280862,872$10.8M0.14%
116BERKSHIRE HATHAWAY INC DELBRK-A26,414$10.7M0.14%
117UNITED PARCEL SERVICE INCUPS77,000$10.5M0.14%
118PALO ALTO NETWORKS INCPANW30,142$10.2M0.14%
119NIKE INCNKE133,640$10.1M0.14%
120ABBOTT LABSABLZF95,529$9.9M0.13%
121QUALCOMM INCQCOM49,727$9.9M0.13%
122VANECK ETF TRUST92189F437346,366$9.8M0.13%
123AMAZON COM INCAMZN50,382$9.7M0.13%
124LOCKHEED MARTIN CORPLMT20,757$9.7M0.13%
125BERKSHIRE HATHAWAY INC DELBRK-A23,791$9.7M0.13%
126PROCTER AND GAMBLE CO74271810958,577$9.7M0.13%
127LINDE PLCLIN21,829$9.6M0.13%
128RTX CORPORATIONRTX93,740$9.4M0.13%
129MCDONALDS CORPMCD36,729$9.4M0.13%
130KLA CORPKLAC10,985$9.1M0.12%
131UNION PAC CORPUNP39,966$9.0M0.12%
132ISHARES TR46429B655175,644$9.0M0.12%
133JOHNSON & JOHNSONJNJ61,305$9.0M0.12%
134ISHARES TR464287507151,839$8.9M0.12%
135OREILLY AUTOMOTIVE INC67103H1078,413$8.9M0.12%
136COLGATE PALMOLIVE COCL91,462$8.9M0.12%
137COMCAST CORP NEWCCZ226,127$8.9M0.12%
138SCHWAB STRATEGIC TR808524805228,841$8.8M0.12%
139LOCKHEED MARTIN CORPLMT18,622$8.7M0.12%
140AMAZON COM INCAMZN44,902$8.7M0.12%
141SAP SESAPGF42,463$8.6M0.11%
142NOVO-NORDISK A SNONOF59,374$8.5M0.11%
143ASML HOLDING N VASMLF8,277$8.5M0.11%
144ACCENTURE PLC IRELANDACN26,630$8.1M0.11%
145ALPHABET INCGOOG43,963$8.1M0.11%
146VANGUARD INDEX FDS92290876929,346$7.9M0.11%
147HOME DEPOT INCHD22,719$7.8M0.10%
148ORACLE CORPORCL-PD55,327$7.8M0.10%
149BANCO SANTANDER S.A.BCDRF1,685,938$7.8M0.10%
150UBER TECHNOLOGIES INCUBER106,681$7.8M0.10%
151VANGUARD INDEX FDS92290873620,549$7.7M0.10%
152COLGATE PALMOLIVE COCL77,624$7.5M0.10%
153VANGUARD INDEX FDS92290853832,648$7.5M0.10%
154ISHARES TR46434V407177,202$7.5M0.10%
155T-MOBILE US INCTMUSZ41,178$7.3M0.10%
156VANGUARD TAX-MANAGED FDS921943858144,794$7.2M0.10%
157CATERPILLAR INCCAT21,186$7.1M0.09%
158AUTOMATIC DATA PROCESSING INADP29,219$7.0M0.09%
159BLACKROCK INCBLK8,785$6.9M0.09%
160NIKE INCNKE91,701$6.9M0.09%
161VANGUARD INDEX FDS92290874442,930$6.9M0.09%
162PEPSICO INCPEP41,725$6.9M0.09%
163VERTIV HOLDINGS COVRT79,132$6.9M0.09%
164ISHARES TR464287234160,392$6.8M0.09%
165ISHARES TR46436E759100,912$6.8M0.09%
166ISHARES TR46435U853185,187$6.7M0.09%
167STARBUCKS CORPSBUX86,270$6.7M0.09%
168NETFLIX INCNFLX9,916$6.7M0.09%
169CADENCE DESIGN SYSTEM INCCDNS21,694$6.7M0.09%
170SCHWAB STRATEGIC TR80852440989,470$6.6M0.09%
171NVIDIA CORPORATIONNVDA52,908$6.5M0.09%
172VANGUARD INDEX FDS92290874440,451$6.5M0.09%
173NEXTERA ENERGY INCNEE-PW91,244$6.5M0.09%
174AIR PRODS & CHEMS INCAIIR24,746$6.4M0.09%
175VANGUARD SCOTTSDALE FDS92206C40981,805$6.3M0.08%
176TARGET CORPTGT42,575$6.3M0.08%
177INTERNATIONAL BUSINESS MACHSINTR36,428$6.3M0.08%
178MATTHEWS INTL FDS577130628242,804$6.3M0.08%
179CISCO SYS INCCSCO131,048$6.2M0.08%
180BERKSHIRE HATHAWAY INC DELBRK-A10$6.1M0.08%
181EXXON MOBIL CORPXOM52,340$6.0M0.08%
182ISHARES TR46428746576,311$6.0M0.08%
183VANGUARD WORLD FD92191069195,192$5.9M0.08%
184ABBVIE INCABBV33,647$5.8M0.08%
185AMGEN INCAMGN18,309$5.7M0.08%
186VANGUARD MUN BD FDS922907746113,271$5.7M0.08%
187DIAGEO PLCDGEAF44,431$5.6M0.08%
188ACCENTURE PLC IRELANDACN18,438$5.6M0.08%
189INVESCO EXCH TRADED FD TR IIIVZ100,503$5.6M0.07%
190FIRST SOLAR INCFSLR24,068$5.4M0.07%
191NUSHARES ETF TRNU142,711$5.4M0.07%
192INVESCO EXCH TRADED FD TR IIIVZ121,974$5.3M0.07%
193AIRBNB INCABNB35,010$5.3M0.07%
194ORACLE CORPORCL-PD37,355$5.3M0.07%
195VANGUARD INTL EQUITY INDEX F922042858118,968$5.2M0.07%
196ORACLE CORPORCL-PD36,854$5.2M0.07%
197STARBUCKS CORPSBUX66,301$5.2M0.07%
198ISHARES TR46428761414,083$5.1M0.07%
199MARRIOTT INTL INC NEW57190320221,152$5.1M0.07%
200VANGUARD INDEX FDS92290861127,783$5.1M0.07%
201VANGUARD INDEX FDS92290859520,054$5.0M0.07%
202VANGUARD SCOTTSDALE FDS92206C64937,085$5.0M0.07%
203PFIZER INCPFE177,370$5.0M0.07%
204MERCK & CO INCMRK39,710$4.9M0.07%
205VANGUARD INTL EQUITY INDEX F92204274243,457$4.9M0.07%
206VANGUARD SCOTTSDALE FDS92206C57364,494$4.9M0.07%
207ISHARES INC46434G10390,941$4.9M0.07%
208ISHARES TR46432F84265,685$4.8M0.06%
209ISHARES INC46428653382,171$4.7M0.06%
210WESTERN DIGITAL CORP.WDC61,840$4.7M0.06%
211VANGUARD ADMIRAL FDS INC92193286942,428$4.6M0.06%
212ISHARES INC46434G10386,821$4.6M0.06%
213ISHARES TR46428888545,277$4.6M0.06%
214ELI LILLY & COLLY5,019$4.5M0.06%
215ISHARES TR46428724241,776$4.5M0.06%
216CANADIAN NATL RY CO13637510237,661$4.4M0.06%
217TAIWAN SEMICONDUCTOR MFG LTD87403910025,587$4.4M0.06%
218ISHARES TR46432F84261,155$4.4M0.06%
219VANGUARD STAR FDS92190976873,273$4.4M0.06%
220SCHWAB STRATEGIC TR808524706164,558$4.4M0.06%
221SCHWAB CHARLES CORPSCHW-PJ59,004$4.3M0.06%
222WORKDAY INCWDAY19,402$4.3M0.06%
223BROADCOM INCAVGO2,702$4.3M0.06%
224VANGUARD INDEX FDS9229083638,504$4.3M0.06%
225DIAGEO PLCDGEAF32,418$4.1M0.05%
226ICICI BANK LIMITEDIBN141,344$4.1M0.05%
227CITIGROUP INCC-PR63,102$4.0M0.05%
228ABBOTT LABSABLZF37,281$3.9M0.05%
229QUANTERIX CORPQTRX293,203$3.9M0.05%
230COCA-COLA EUROPACIFIC PARTNECCEP52,886$3.9M0.05%
231AIR PRODS & CHEMS INCAIIR14,787$3.8M0.05%
232AGNICO EAGLE MINES LTDAEM57,260$3.7M0.05%
233VANGUARD ADMIRAL FDS INC92193279433,889$3.7M0.05%
234ISHARES TR46428747330,884$3.7M0.05%
235ISHARES TR46428749945,153$3.7M0.05%
236MCDONALDS CORPMCD14,281$3.6M0.05%
237COCA COLA COKO56,729$3.6M0.05%
238TERADYNE INCTER23,950$3.6M0.05%
239SCHWAB STRATEGIC TR80852464968,858$3.5M0.05%
240ISHARES TR46428780433,005$3.5M0.05%
241ISHARES TR46428828139,777$3.5M0.05%
242FEDEX CORPFDX11,696$3.5M0.05%
243TIDAL TRUST III74741A106204,970$3.4M0.05%
244KLA CORPKLAC4,119$3.4M0.05%
245SERVICENOW INCNOW4,315$3.4M0.05%
246CHEVRON CORP NEWCVX21,598$3.4M0.05%
247AKAMAI TECHNOLOGIES INCAKAM37,451$3.4M0.05%
248SCHWAB STRATEGIC TR80852460769,962$3.3M0.04%
249SCHWAB STRATEGIC TR80852420151,018$3.3M0.04%
250ISHARES TR46428749940,294$3.3M0.04%
251VANGUARD INTL EQUITY INDEX F92204271827,624$3.2M0.04%
252VANGUARD WORLD FD92204A50412,190$3.2M0.04%
253ISHARES TR46428722633,352$3.2M0.04%
254VANGUARD INDEX FDS92290875114,793$3.2M0.04%
255RIO TINTO PLCRTNTF48,874$3.2M0.04%
256ISHARES TR46428763020,970$3.2M0.04%
257TJX COS INC NEW87254010928,617$3.2M0.04%
258TESLA INCTSLA15,903$3.1M0.04%
259INTEL CORPINTC101,523$3.1M0.04%
260FIDELITY COVINGTON TRUST31609286571,440$3.1M0.04%
261AMERICAN EXPRESS COAXP13,524$3.1M0.04%
262CHUBB LIMITEDCB12,267$3.1M0.04%
263CISCO SYS INCCSCO65,663$3.1M0.04%
264WALMART INCWMT45,814$3.1M0.04%
265VANGUARD INDEX FDS92290875114,091$3.1M0.04%
266GE AEROSPACE36960430119,238$3.1M0.04%
267BANK AMERICA CORP06050510475,425$3.0M0.04%
268LOWES COS INC54866110713,541$3.0M0.04%
269COCA COLA COKO46,650$3.0M0.04%
270UNION PAC CORPUNP13,038$2.9M0.04%
271MASTERCARD INCORPORATEDMA6,669$2.9M0.04%
272INVESCO QQQ TRIVZ6,105$2.9M0.04%
273CVS HEALTH CORPCVS48,589$2.9M0.04%
274EMERSON ELEC COEMR26,016$2.9M0.04%
275ISHARES TR46428868789,868$2.8M0.04%
276VANGUARD INDEX FDS9229083635,593$2.8M0.04%
277NVIDIA CORPORATIONNVDA22,116$2.7M0.04%
278CHEVRON CORP NEWCVX17,427$2.7M0.04%
279VISA INCV10,236$2.7M0.04%
280SPDR INDEX SHS FDS78463X88976,384$2.7M0.04%
281CATERPILLAR INCCAT8,010$2.7M0.04%
282GOLDMAN SACHS GROUP INCGSCE5,871$2.7M0.04%
283TEXAS PACIFIC LAND CORPORATITPL3,609$2.6M0.04%
284PFIZER INCPFE94,668$2.6M0.04%
285AMERICAN EXPRESS COAXP11,388$2.6M0.04%
286BOEING COBA-PA14,372$2.6M0.04%
287EATON CORP PLCETN8,256$2.6M0.03%
288AUTOMATIC DATA PROCESSING INADP10,805$2.6M0.03%
289VANGUARD INDEX FDS92290862910,639$2.6M0.03%
290QUALCOMM INCQCOM12,889$2.6M0.03%
291SERVICENOW INCNOW3,258$2.6M0.03%
292VANGUARD SCOTTSDALE FDS92206C62313,210$2.5M0.03%
293APPLIED MATLS INC03822210510,682$2.5M0.03%
294IDEXX LABS INC45168D1045,166$2.5M0.03%
295GOLDMAN SACHS GROUP INCGSCE5,540$2.5M0.03%
296INTERNATIONAL BUSINESS MACHSINTR14,435$2.5M0.03%
297AMGEN INCAMGN7,981$2.5M0.03%
298INTUITIVE SURGICAL INCISRG5,588$2.5M0.03%
299PURE STORAGE INC74624M10238,677$2.5M0.03%
300ONEOK INC NEWOKE30,412$2.5M0.03%
301SPDR S&P 500 ETF TRSPY4,461$2.4M0.03%
302NUSHARES ETF TRNU61,493$2.4M0.03%
303TEXAS INSTRS INC88250810412,134$2.4M0.03%
304SCHWAB STRATEGIC TR80852410237,343$2.3M0.03%
305ISHARES TR46428824044,056$2.3M0.03%
306DATADOG INCDDOG17,850$2.3M0.03%
3073M COMMM22,468$2.3M0.03%
308DEERE & CODE6,132$2.3M0.03%
309SPDR INDEX SHS FDS78463X88965,223$2.3M0.03%
310VANGUARD SPECIALIZED FUNDS92190884412,527$2.3M0.03%
311NOVO-NORDISK A SNONOF15,904$2.3M0.03%
312SPDR SER TR78468R66324,685$2.3M0.03%
313CINTAS CORPCTAS3,230$2.3M0.03%
314T ROWE PRICE ETF INC87283Q40458,224$2.2M0.03%
315STRYKER CORPORATIONSYK6,561$2.2M0.03%
316FIDELITY MERRIMACK STR TR31618830949,428$2.2M0.03%
317COSTCO WHSL CORP NEW22160K1052,579$2.2M0.03%
318VANGUARD SCOTTSDALE FDS92206C77148,132$2.2M0.03%
319ISHARES TR46428759812,523$2.2M0.03%
320ALPHABET INCGOOG11,892$2.2M0.03%
321BLACK STONE MINERALS L PBSMLP139,011$2.2M0.03%
322ROPER TECHNOLOGIES INCROP3,863$2.2M0.03%
323ISHARES TR4642876227,304$2.2M0.03%
324GILEAD SCIENCES INCGILD31,320$2.1M0.03%
325THERMO FISHER SCIENTIFIC INCTMO3,862$2.1M0.03%
326ISHARES TR46428711926,186$2.1M0.03%
327ISHARES TR46432F84229,224$2.1M0.03%
328SPDR S&P MIDCAP 400 ETF TRMDY3,948$2.1M0.03%
329VANGUARD WHITEHALL FDS92194640617,776$2.1M0.03%
330KIMBERLY-CLARK CORPKMB15,128$2.1M0.03%
331VERIZON COMMUNICATIONS INCVZ50,339$2.1M0.03%
332ISHARES TR46428986736,638$2.1M0.03%
333AMGEN INCAMGN6,572$2.1M0.03%
334ISHARES TR46428724219,125$2.0M0.03%
335FORD MTR CO DEL345370860163,042$2.0M0.03%
336COOPER COS INC21664850123,328$2.0M0.03%
337ISHARES TR46428750734,656$2.0M0.03%
338ANALOG DEVICES INCADI8,795$2.0M0.03%
339HONEYWELL INTL INC4385161069,323$2.0M0.03%
340KRAFT HEINZ COKHC61,654$2.0M0.03%
341ISHARES TR46436E74253,460$2.0M0.03%
342VANGUARD ADMIRAL FDS INC92193270311,142$2.0M0.03%
343CELSIUS HLDGS INCCELH34,258$2.0M0.03%
344META PLATFORMS INCMETA3,873$2.0M0.03%
345SHENANDOAH TELECOMMUNICATIONSHEN119,465$2.0M0.03%
346AT&T INCT-PC100,862$1.9M0.03%
347VANGUARD INTL EQUITY INDEX F92204285843,635$1.9M0.03%
348ISHARES TR4642871017,175$1.9M0.03%
349INTUITINTU2,881$1.9M0.03%
350S&P GLOBAL INCSPGI4,233$1.9M0.03%
351VANGUARD INTL EQUITY INDEX F92204277532,097$1.9M0.03%
352ILLINOIS TOOL WKS INC4523081097,858$1.9M0.02%
353VANGUARD WORLD FD92204A7023,214$1.9M0.02%
354ISHARES TR46428766321,015$1.9M0.02%
355ISHARES INC46428625141,658$1.8M0.02%
356OKTA INCOKTA19,472$1.8M0.02%
357LOWES COS INC5486611078,242$1.8M0.02%
358VANGUARD WHITEHALL FDS92194681022,300$1.8M0.02%
359ADOBE INCADBE3,259$1.8M0.02%
360LINDE PLCLIN4,088$1.8M0.02%
361BECTON DICKINSON & COBDX7,626$1.8M0.02%
362ISHARES TR46428755612,863$1.8M0.02%
363ADOBE INCADBE3,172$1.8M0.02%
364DISNEY WALT CO25468710617,613$1.7M0.02%
365ISHARES TR46428748115,821$1.7M0.02%
366FREEPORT-MCMORAN INCFCX35,403$1.7M0.02%
367ISHARES TR46428754918,102$1.7M0.02%
368ISHARES TR46428825715,072$1.7M0.02%
369ISHARES TR46428722617,359$1.7M0.02%
370ISHARES TR4642876144,555$1.7M0.02%
371BECTON DICKINSON & COBDX7,011$1.6M0.02%
372VANGUARD INTL EQUITY INDEX F92204271813,915$1.6M0.02%
373ALIBABA GROUP HLDG LTDBBAAY22,622$1.6M0.02%
374CLEVELAND-CLIFFS INC NEWCLF104,525$1.6M0.02%
375COLGATE PALMOLIVE COCL16,440$1.6M0.02%
376AUTOZONE INCAZO535$1.6M0.02%
377DISNEY WALT CO25468710615,876$1.6M0.02%
378SPDR SER TR78468R40862,410$1.6M0.02%
379MASTERCARD INCORPORATEDMA3,474$1.5M0.02%
380ISHARES TR46428864629,829$1.5M0.02%
381INTERCONTINENTAL EXCHANGE IN45866F10411,162$1.5M0.02%
382ISHARES TR46428985920,325$1.5M0.02%
383FIDELITY COVINGTON TRUST31609260022,049$1.5M0.02%
384ASML HOLDING N VASMLF1,465$1.5M0.02%
385VANGUARD WORLD FD9219108164,764$1.5M0.02%
386VANGUARD INDEX FDS9229085955,976$1.5M0.02%
387NORTHERN TR CORPNTRSO17,763$1.5M0.02%
388DANAHER CORPORATION2358511025,940$1.5M0.02%
389GENERAL MLS INC37033410423,357$1.5M0.02%
390INTEL CORPINTC47,704$1.5M0.02%
391BRISTOL-MYERS SQUIBB COCELG-RI35,187$1.5M0.02%
392BANK AMERICA CORP06050510436,743$1.5M0.02%
393TEXAS INSTRS INC8825081047,317$1.4M0.02%
394VANGUARD SCOTTSDALE FDS92206C10224,511$1.4M0.02%
395DANAHER CORPORATION2358511025,635$1.4M0.02%
396APPLOVIN CORPAPP16,836$1.4M0.02%
397ISHARES TR4642876224,698$1.4M0.02%
398ISHARES TR46428730914,921$1.4M0.02%
399ACCENTURE PLC IRELANDACN4,487$1.4M0.02%
400MARSH & MCLENNAN COS INC5717481026,448$1.4M0.02%
401GENERAL DYNAMICS CORPGD4,671$1.4M0.02%
402THERMO FISHER SCIENTIFIC INCTMO2,448$1.4M0.02%
403NASDAQ INCNDAQ22,242$1.3M0.02%
404PAYPAL HLDGS INCPYPL22,739$1.3M0.02%
405BRISTOL-MYERS SQUIBB COCELG-RI31,740$1.3M0.02%
406VANGUARD ADMIRAL FDS INC9219325053,938$1.3M0.02%
407BLUE OWL CAPITAL INCOWL73,311$1.3M0.02%
408SPDR GOLD TRGLD6,048$1.3M0.02%
409SELECT SECTOR SPDR TR81369Y8035,740$1.3M0.02%
410ISHARES TR46428986722,718$1.3M0.02%
411VANGUARD ADMIRAL FDS INC92193288512,697$1.3M0.02%
412VANGUARD WORLD FD92204A7022,127$1.2M0.02%
413HERSHEY COHSY6,619$1.2M0.02%
414SALESFORCE INCCRM4,717$1.2M0.02%
415VERTEX PHARMACEUTICALS INCVRTX2,572$1.2M0.02%
416ISHARES TR46434V26636,878$1.2M0.02%
417RTX CORPORATIONRTX11,833$1.2M0.02%
418NOVO-NORDISK A SNONOF8,295$1.2M0.02%
419BATH & BODY WORKS INCBBWI30,215$1.2M0.02%
420UNITEDHEALTH GROUP INCUNH2,311$1.2M0.02%
421ISHARES TR46428746514,797$1.2M0.02%
422VERIZON COMMUNICATIONS INCVZ27,813$1.1M0.02%
423REALTY INCOME CORPO21,248$1.1M0.02%
424ALPS ETF TR00162Q45223,210$1.1M0.01%
425HCA HEALTHCARE INCHCA3,462$1.1M0.01%
426SPDR DOW JONES INDL AVERAGE78467X1092,836$1.1M0.01%
427S&P GLOBAL INCSPGI2,484$1.1M0.01%
428BOEING COBA-PA6,077$1.1M0.01%
429ISHARES TR4642871689,048$1.1M0.01%
430EATON VANCE SR FLTNG RTE TRETN83,625$1.1M0.01%
431FIDELITY COVINGTON TRUST3160928086,269$1.1M0.01%
432NORFOLK SOUTHN CORP6558441085,007$1.1M0.01%
433ISHARES TR46428718440,900$1.1M0.01%
434ISHARES TR46428827317,040$1.1M0.01%
435ISHARES GOLD TRIAU23,863$1.0M0.01%
436TAIWAN SEMICONDUCTOR MFG LTD8740391005,931$1.0M0.01%
437MOODYS CORPMCO2,433$1.0M0.01%
438ISHARES TR4642874085,581$1.0M0.01%
439AMPHENOL CORP NEW03209510115,006$1.0M0.01%
440ISHARES TR46428827316,367$1.0M0.01%
441ISHARES TR46428743210,944$1.0M0.01%
442BP PLCBPPFF27,378$988,3530.01%
443HUMANA INCHUM2,636$984,9410.01%
444CONSTELLATION ENERGY CORPCEG4,852$971,7280.01%
445SCHWAB STRATEGIC TR80852450812,417$966,4500.01%
446AMERIPRISE FINL INC03076C1062,257$964,2120.01%
447BOEING COBA-PA5,282$961,2860.01%
448SCHWAB STRATEGIC TR8085243009,430$950,9290.01%
449VANGUARD WORLD FD9219107339,824$949,1950.01%
450ISHARES TR46435G32614,444$948,1360.01%
451EBAY INC.EBAY17,483$939,1880.01%
452FORTINET INCFTNT15,535$936,2940.01%
453SELECT SECTOR SPDR TR81369Y2096,363$927,4330.01%
454AT&T INCT-PC48,288$922,7890.01%
455ISHARES TR46434V62115,949$918,8230.01%
456ISHARES TR4642876892,975$918,2930.01%
457ISHARES INC46428651725,525$909,7110.01%
458EMERSON ELEC COEMR8,175$900,6070.01%
459LOCKHEED MARTIN CORPLMT1,923$898,3300.01%
460ABRDN PRECIOUS METALS BASKETGLTR8,722$898,1920.01%
461ISHARES TR4642877215,909$889,3260.01%
462ASML HOLDING N VASMLF866$885,6840.01%
463COCA COLA COKO13,876$883,2150.01%
464SELECT SECTOR SPDR TR81369Y8033,889$879,8160.01%
465ISHARES TR46436E76718,841$877,6000.01%
466ROBLOX CORPRBLX23,560$876,6680.01%
467ISHARES TR4642885708,419$874,3130.01%
468VANGUARD SCOTTSDALE FDS92206C6809,298$872,2450.01%
469INVESCO QQQ TRIVZ1,812$868,1870.01%
470MARATHON PETE CORPMARA4,972$862,5430.01%
471ROSS STORES INCROST5,879$854,3360.01%
472ADVANCED MICRO DEVICES INCAMD5,226$847,7090.01%
473FIRST TR EXCHANGE-TRADED FD33738R50615,455$846,1610.01%
474SPDR SER TR78468R72118,464$844,7280.01%
475VERIZON COMMUNICATIONS INCVZ20,293$836,9010.01%
476AMERIPRISE FINL INC03076C1061,951$833,4480.01%
477FIRST TR EXCHANGE-TRADED FD33733E2035,369$826,7720.01%
478VANGUARD WORLD FD9219108406,974$826,4190.01%
479GE VERNOVA INCGEV4,805$824,1060.01%
480BROADRIDGE FINL SOLUTIONS IN11133T1034,159$819,3230.01%
481CONSOLIDATED EDISON INCED9,100$813,7220.01%
482MICRON TECHNOLOGY INCMU6,182$813,1610.01%
483PHILIP MORRIS INTL INC7181721098,002$810,8430.01%
484ISHARES TR4642876716,341$808,3510.01%
485BLACKSTONE INCBX6,470$800,9860.01%
486CONOCOPHILLIPSCOP6,999$800,5460.01%
487COMCAST CORP NEWCCZ20,229$792,1850.01%
488SELECT SECTOR SPDR TR81369Y4074,340$791,6160.01%
489BLACKSTONE INCBX6,383$790,2230.01%
490AUTOMATIC DATA PROCESSING INADP3,310$790,0750.01%
491DEERE & CODE2,113$789,3550.01%
492HEALTHPEAK PROPERTIES INCDOC39,797$780,0210.01%
493EXELON CORPEXC22,527$779,6720.01%
494VANGUARD SCOTTSDALE FDS92206C70613,282$773,3870.01%
495BLACKROCK INCBLK971$764,5840.01%
496EATON CORP PLCETN2,423$759,7320.01%
497ISHARES TR4642888857,414$758,4520.01%
498ISHARES INC46434G82211,075$755,7800.01%
4993M COMMM7,314$747,4300.01%
500HALLIBURTON COHAL22,089$746,1660.01%