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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 2025 · Filed August 6, 2025 · Accession 0001544576-25-000005

Total Value
$7.99B
Positions
930
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087362,076,488$910.3M11.66%
2VANGUARD TAX-MANAGED FDS92194385813,236,713$754.6M9.67%
3VANGUARD INDEX FDS9229087443,555,019$628.3M8.05%
4ISHARES TR4642872265,447,615$540.4M6.92%
5ISHARES TR4642884142,418,490$252.7M3.24%
6VANGUARD INTL EQUITY INDEX F9220428583,629,234$179.5M2.30%
7VANGUARD MUN BD FDS9229077463,495,499$171.4M2.20%
8VANGUARD SCOTTSDALE FDS92206C1022,839,078$166.9M2.14%
9ISHARES TR4642872261,159,897$115.1M1.47%
10VANGUARD INDEX FDS922908595331,624$91.8M1.18%
11MICROSOFT CORPMSFT174,470$86.8M1.11%
12VANGUARD INDEX FDS922908611436,192$85.1M1.09%
13SPDR S&P 500 ETF TRSPY103,241$63.8M0.82%
14APPLE INCAAPL309,649$63.5M0.81%
15ISHARES TR46428720094,908$58.9M0.76%
16VANGUARD WORLD FD921910709846,098$56.9M0.73%
17JPMORGAN CHASE & CO.VYLD190,765$55.3M0.71%
18J P MORGAN EXCHANGE TRADED F46654Q724873,399$54.7M0.70%
19MICROSOFT CORPMSFT106,747$53.1M0.68%
20MICROSOFT CORPMSFT102,155$50.8M0.65%
21VANGUARD SCOTTSDALE FDS92206C102848,018$49.8M0.64%
22APPLE INCAAPL234,741$48.2M0.62%
23JPMORGAN CHASE & CO.VYLD164,885$47.8M0.61%
24ISHARES TR464287614101,834$43.2M0.55%
25ISHARES TR46428720069,198$43.0M0.55%
26VANGUARD SCOTTSDALE FDS92206C706678,394$40.6M0.52%
27PIMCO ETF TR72201R882598,288$40.1M0.51%
28SPDR SERIES TRUST78464A1441,372,804$40.1M0.51%
29APPLE INCAAPL190,332$39.1M0.50%
30VANGUARD TAX-MANAGED FDS921943858681,405$38.8M0.50%
31VANGUARD INDEX FDS92290836365,986$37.5M0.48%
32NVIDIA CORPORATIONNVDA201,640$31.9M0.41%
33ALPHABET INCGOOG173,093$30.5M0.39%
34VANGUARD INDEX FDS92290876997,989$29.8M0.38%
35BROADCOM INCAVGO106,270$29.3M0.38%
36JOHNSON & JOHNSONJNJ190,095$29.0M0.37%
37VISA INCV80,705$28.7M0.37%
38BROADCOM INCAVGO101,180$27.9M0.36%
39ABBVIE INCABBV145,764$27.1M0.35%
40COSTCO WHSL CORP NEW22160K10527,154$26.9M0.34%
41VISA INCV75,041$26.6M0.34%
42TEXAS PACIFIC LAND CORPORATITPL23,724$25.1M0.32%
43ELI LILLY & COLLY31,328$24.4M0.31%
44WALMART INCWMT235,213$23.0M0.29%
45INVESCO QQQ TRIVZ41,005$22.6M0.29%
46VANGUARD INDEX FDS92290873650,339$22.1M0.28%
47JPMORGAN CHASE & CO.VYLD75,634$21.9M0.28%
48ELI LILLY & COLLY28,032$21.9M0.28%
49VANGUARD INDEX FDS92290873649,389$21.7M0.28%
50ISHARES TR46432F339116,262$21.3M0.27%
51SPDR S&P 500 ETF TRSPY34,108$21.1M0.27%
52ISHARES TR464287408106,878$20.9M0.27%
53ISHARES TR464288588218,519$20.5M0.26%
54PROCTER AND GAMBLE CO742718109126,915$20.2M0.26%
55AMAZON COM INCAMZN90,151$19.8M0.25%
56COSTCO WHSL CORP NEW22160K10519,219$19.0M0.24%
57VANGUARD WORLD FD921910733171,192$18.8M0.24%
58ISHARES TR464288356334,904$18.7M0.24%
59ISHARES TR464288323353,480$18.4M0.24%
60MCDONALDS CORPMCD60,732$17.7M0.23%
61VANGUARD SPECIALIZED FUNDS92190884485,690$17.5M0.22%
62ISHARES TR46435U549368,471$17.5M0.22%
63ISHARES TR464288661146,825$17.5M0.22%
64META PLATFORMS INCMETA23,671$17.5M0.22%
65ABBVIE INCABBV92,699$17.2M0.22%
66ASML HOLDING N VASMLF21,215$17.0M0.22%
67HOME DEPOT INCHD46,258$17.0M0.22%
68ABBOTT LABSABLZF124,682$17.0M0.22%
69RTX CORPORATIONRTX113,895$16.6M0.21%
70ISHARES TR464287671109,502$16.5M0.21%
71VANGUARD INDEX FDS92290874492,765$16.4M0.21%
72JOHNSON & JOHNSONJNJ107,327$16.4M0.21%
73CATERPILLAR INCCAT42,043$16.3M0.21%
74HONEYWELL INTL INC43851610669,184$16.1M0.21%
75BLACKROCK INCBLK15,304$16.1M0.21%
76VANGUARD INDEX FDS92290876952,337$15.9M0.20%
77PEPSICO INCPEP117,675$15.5M0.20%
78INVESCO QQQ TRIVZ28,048$15.5M0.20%
79ISHARES TR46428720024,588$15.3M0.20%
80CATERPILLAR INCCAT38,578$15.0M0.19%
81LINDE PLCLIN31,094$14.6M0.19%
82ALPHABET INCGOOG80,839$14.3M0.18%
83ALPHABET INCGOOG81,074$14.3M0.18%
84UNION PAC CORPUNP61,983$14.3M0.18%
85VANGUARD WELLINGTON FD921935805120,395$14.2M0.18%
86VANGUARD BD INDEX FDS921937835190,090$14.0M0.18%
87TJX COS INC NEW872540109112,174$13.9M0.18%
88NOVO-NORDISK A SNONOF198,847$13.7M0.18%
89QUALCOMM INCQCOM84,996$13.5M0.17%
90ISHARES TR464288885120,581$13.5M0.17%
91VANGUARD SCOTTSDALE FDS92206C102226,792$13.3M0.17%
92QUALCOMM INCQCOM82,669$13.2M0.17%
93BERKSHIRE HATHAWAY INC DELBRK-A26,969$13.1M0.17%
94LINDE PLCLIN27,851$13.1M0.17%
95CITIGROUP INCC-PR150,316$12.8M0.16%
96ISHARES TR464287507205,922$12.8M0.16%
97PROCTER AND GAMBLE CO74271810979,886$12.7M0.16%
98WALMART INCWMT129,853$12.7M0.16%
99NVIDIA CORPORATIONNVDA79,512$12.6M0.16%
100LEIDOS HOLDINGS INCLDOS77,165$12.2M0.16%
101NEXTERA ENERGY INCNEE-PW173,199$12.0M0.15%
102META PLATFORMS INCMETA16,212$12.0M0.15%
103RTX CORPORATIONRTX81,254$11.9M0.15%
104NEXTERA ENERGY INCNEE-PW170,569$11.8M0.15%
105EXXON MOBIL CORPXOM109,420$11.8M0.15%
106ABBOTT LABSABLZF86,531$11.8M0.15%
107HOME DEPOT INCHD31,563$11.6M0.15%
108AMAZON COM INCAMZN52,409$11.5M0.15%
109PALO ALTO NETWORKS INCPANW56,158$11.5M0.15%
110HONEYWELL INTL INC43851610649,318$11.5M0.15%
111ALLSTATE CORPALL-PJ56,908$11.5M0.15%
112SALESFORCE INCCRM41,978$11.4M0.15%
113TJX COS INC NEW87254010992,694$11.4M0.15%
114ISHARES TR46428761426,911$11.4M0.15%
115T-MOBILE US INCTMUSZ47,869$11.4M0.15%
116OREILLY AUTOMOTIVE INC67103H107123,634$11.1M0.14%
117ALPHABET INCGOOG62,806$11.1M0.14%
118FIDELITY COVINGTON TRUST316092600171,576$11.0M0.14%
119SCHWAB STRATEGIC TR808524805494,047$10.9M0.14%
120SCHWAB CHARLES CORPSCHW-PJ118,288$10.8M0.14%
121TAIWAN SEMICONDUCTOR MFG LTD87403910047,209$10.7M0.14%
1223M COMMM69,771$10.6M0.14%
123SCHWAB STRATEGIC TR808524409383,053$10.6M0.14%
124SAP SESAPGF34,770$10.6M0.14%
125PEPSICO INCPEP79,894$10.5M0.14%
126ISHARES TR46428780495,815$10.5M0.13%
127FIDELITY COVINGTON TRUST31609280852,921$10.4M0.13%
128CENCORA INCCOR34,227$10.3M0.13%
129EXXON MOBIL CORPXOM95,090$10.3M0.13%
130KLA CORPKLAC11,443$10.2M0.13%
131SIMON PPTY GROUP INC NEW82880610961,773$9.9M0.13%
132ELEVANCE HEALTH INCELV25,476$9.9M0.13%
133PROCTER AND GAMBLE CO74271810961,984$9.9M0.13%
134MCDONALDS CORPMCD33,171$9.7M0.12%
135ISHARES TR46436E759129,176$9.6M0.12%
136JOHNSON & JOHNSONJNJ61,516$9.4M0.12%
137VANGUARD WHITEHALL FDS92194640669,961$9.3M0.12%
138S&P GLOBAL INCSPGI17,673$9.3M0.12%
139BERKSHIRE HATHAWAY INC DELBRK-A19,005$9.2M0.12%
140ISHARES TR46436E726419,257$9.2M0.12%
141LOCKHEED MARTIN CORPLMT19,722$9.1M0.12%
142CISCO SYS INCCSCO130,424$9.0M0.12%
143VANGUARD TAX-MANAGED FDS921943858158,220$9.0M0.12%
144ALPHABET INCGOOG50,812$9.0M0.12%
145UBER TECHNOLOGIES INCUBER96,297$9.0M0.12%
146LOCKHEED MARTIN CORPLMT19,287$8.9M0.11%
147AUTOMATIC DATA PROCESSING INADP28,589$8.8M0.11%
148AMAZON COM INCAMZN39,674$8.7M0.11%
149ACCENTURE PLC IRELANDACN29,018$8.7M0.11%
150COLGATE PALMOLIVE COCL94,567$8.6M0.11%
151CHUBB LIMITEDCB29,550$8.6M0.11%
152CHEVRON CORP NEWCVX59,424$8.5M0.11%
153BLACKROCK INCBLK8,099$8.5M0.11%
154HOME DEPOT INCHD22,558$8.3M0.11%
155VANGUARD INDEX FDS92290853828,973$8.2M0.11%
156UNION PAC CORPUNP35,709$8.2M0.11%
157ORACLE CORPORCL-PD36,029$7.9M0.10%
158S&P GLOBAL INCSPGI14,936$7.9M0.10%
159BROADCOM INCAVGO28,363$7.8M0.10%
160THERMO FISHER SCIENTIFIC INCTMO19,239$7.8M0.10%
161ASML HOLDING N VASMLF9,692$7.8M0.10%
162INTERNATIONAL BUSINESS MACHSINTR26,244$7.7M0.10%
163DANAHER CORPORATION23585110238,893$7.7M0.10%
164SPDR SERIES TRUST78464A854103,866$7.6M0.10%
165CHUBB LIMITEDCB25,560$7.4M0.09%
166BERKSHIRE HATHAWAY INC DELBRK-A10$7.3M0.09%
167INVESCO EXCHANGE TRADED FD TIVZ39,855$7.2M0.09%
168DANAHER CORPORATION23585110236,343$7.2M0.09%
169ISHARES TR46428746579,888$7.1M0.09%
170VANGUARD INTL EQUITY INDEX F92204274254,874$7.1M0.09%
171VANGUARD MUN BD FDS922907746142,536$7.0M0.09%
172ORACLE CORPORCL-PD31,264$6.8M0.09%
173ISHARES TR46432F84279,497$6.6M0.09%
174SALESFORCE INCCRM24,008$6.5M0.08%
175CARNIVAL CORPCUKPF231,395$6.5M0.08%
176COLGATE PALMOLIVE COCL71,036$6.5M0.08%
177VANGUARD INDEX FDS92290874436,523$6.5M0.08%
178VANGUARD INTL EQUITY INDEX F922042858129,010$6.4M0.08%
179SCHWAB CHARLES CORPSCHW-PJ69,324$6.3M0.08%
180ISHARES INC464286517155,242$6.3M0.08%
181BERKSHIRE HATHAWAY INC DELBRK-A12,848$6.2M0.08%
182NEXTERA ENERGY INCNEE-PW89,881$6.2M0.08%
183ISHARES GOLD TRIAU99,807$6.2M0.08%
184ABBVIE INCABBV33,516$6.2M0.08%
185NIKE INCNKE86,435$6.1M0.08%
186VANGUARD INTL EQUITY INDEX F922042858122,224$6.0M0.08%
187NVIDIA CORPORATIONNVDA37,734$6.0M0.08%
188LOWES COS INC54866110726,869$6.0M0.08%
189MASTERCARD INCORPORATEDMA10,595$6.0M0.08%
190KLA CORPKLAC6,640$5.9M0.08%
191APOLLO GLOBAL MGMT INC03769M10641,842$5.9M0.08%
192CISCO SYS INCCSCO85,303$5.9M0.08%
193AGNICO EAGLE MINES LTDAEM49,678$5.9M0.08%
194ISHARES TR46429B655113,387$5.8M0.07%
195ELEVANCE HEALTH INCELV14,823$5.8M0.07%
196SPDR SERIES TRUST78464A35968,297$5.6M0.07%
197BANCO SANTANDER S.A.BCDRF676,087$5.6M0.07%
198ISHARES TR46428754949,821$5.6M0.07%
199VANGUARD SCOTTSDALE FDS92206C87067,080$5.6M0.07%
200ISHARES TR46428761412,865$5.5M0.07%
201CITIGROUP INCC-PR63,989$5.4M0.07%
202MOTOROLA SOLUTIONS INCMSI12,944$5.4M0.07%
203AIRBNB INCABNB41,097$5.4M0.07%
204VANGUARD SCOTTSDALE FDS92206C64938,953$5.4M0.07%
205VANGUARD INDEX FDS92290859519,518$5.4M0.07%
206VANGUARD INTL EQUITY INDEX F922042676115,841$5.3M0.07%
207ISHARES TR46436E76798,400$5.3M0.07%
208WALMART INCWMT53,875$5.3M0.07%
209INTERNATIONAL BUSINESS MACHSINTR17,771$5.2M0.07%
210BOEING COBA-PA24,970$5.2M0.07%
211NUSHARES ETF TRNU124,330$5.2M0.07%
212VANGUARD INDEX FDS92290861126,299$5.1M0.07%
213ACCENTURE PLC IRELANDACN17,138$5.1M0.07%
214COCA-COLA EUROPACIFIC PARTNECCEP54,472$5.1M0.06%
215DUKE ENERGY CORP NEWDUKB42,771$5.0M0.06%
216MCDONALDS CORPMCD17,131$5.0M0.06%
217ABBOTT LABSABLZF36,765$5.0M0.06%
218GAP INCGAP227,905$5.0M0.06%
219ISHARES TR464287234102,846$5.0M0.06%
220ICICI BANK LIMITEDIBN146,445$4.9M0.06%
221SCHWAB STRATEGIC TR808524706163,299$4.9M0.06%
222SCHWAB STRATEGIC TR808524300168,054$4.9M0.06%
223EXXON MOBIL CORPXOM45,415$4.9M0.06%
224GE AEROSPACE36960430118,802$4.8M0.06%
225AMGEN INCAMGN17,144$4.8M0.06%
226VANGUARD INDEX FDS92290875120,197$4.8M0.06%
227WORKDAY INCWDAY19,822$4.8M0.06%
228PEPSICO INCPEP35,687$4.7M0.06%
229TESLA INCTSLA14,700$4.7M0.06%
230BOEING COBA-PA21,541$4.5M0.06%
231AVALONBAY CMNTYS INCAWX22,101$4.5M0.06%
232VANGUARD INDEX FDS92290862916,030$4.5M0.06%
233VANGUARD STAR FDS92190976864,500$4.5M0.06%
234BANK AMERICA CORP06050510493,897$4.4M0.06%
235MERCK & CO INCMRK55,678$4.4M0.06%
236CISCO SYS INCCSCO63,238$4.4M0.06%
237AMERICAN EXPRESS COAXP13,649$4.4M0.06%
238LULULEMON ATHLETICA INCLULU18,093$4.3M0.06%
239AIR PRODS & CHEMS INCAIIR15,205$4.3M0.05%
240SPDR SERIES TRUST78464A516181,952$4.3M0.05%
241VANGUARD INDEX FDS92290875118,006$4.3M0.05%
242SERVICENOW INCNOW4,134$4.2M0.05%
243SPDR INDEX SHS FDS78463X889104,602$4.2M0.05%
244ISHARES TR46428863879,234$4.2M0.05%
245GOLDMAN SACHS GROUP INCGSCE5,935$4.2M0.05%
246MERCK & CO INCMRK52,804$4.2M0.05%
247ISHARES TR46428780437,845$4.1M0.05%
248NETFLIX INCNFLX3,051$4.1M0.05%
249ISHARES TR46428828144,103$4.1M0.05%
250ISHARES TR46428851350,579$4.1M0.05%
251ISHARES TR46428749944,161$4.1M0.05%
252EATON CORP PLCETN11,327$4.0M0.05%
253ELI LILLY & COLLY5,173$4.0M0.05%
254VANGUARD ADMIRAL FDS INC92193286935,545$4.0M0.05%
255CANADIAN NATL RY CO13637510238,121$4.0M0.05%
256TJX COS INC NEW87254010931,872$3.9M0.05%
257META PLATFORMS INCMETA5,306$3.9M0.05%
258ISHARES TR46436E312154,504$3.9M0.05%
259VANGUARD INDEX FDS9229083636,849$3.9M0.05%
260COCA COLA COKO54,346$3.8M0.05%
261ISHARES TR46428724234,933$3.8M0.05%
262AMERICAN EXPRESS COAXP11,937$3.8M0.05%
263GOLDMAN SACHS GROUP INCGSCE5,374$3.8M0.05%
264UNION PAC CORPUNP16,367$3.8M0.05%
265VANGUARD SCOTTSDALE FDS92206C62318,040$3.8M0.05%
266REGENERON PHARMACEUTICALSREGN7,160$3.8M0.05%
267MERCK & CO INCMRK47,486$3.8M0.05%
268VISA INCV10,530$3.7M0.05%
269AVIS BUDGET GROUPCAR21,828$3.7M0.05%
270ISHARES TR464288687120,161$3.7M0.05%
271ISHARES TR46428747327,820$3.7M0.05%
272MATTHEWS INTL FDS577130628132,309$3.7M0.05%
273CHUBB LIMITEDCB12,567$3.6M0.05%
274ASTRAZENECA PLCAZN51,277$3.6M0.05%
275ISHARES TR46428749938,922$3.6M0.05%
2763M COMMM23,416$3.6M0.05%
277WORLD GOLD TRGLDW54,285$3.6M0.05%
278VANGUARD ADMIRAL FDS INC92193279430,625$3.5M0.04%
279LOWES COS INC54866110715,723$3.5M0.04%
280CHEVRON CORP NEWCVX24,319$3.5M0.04%
281PFIZER INCPFE140,378$3.4M0.04%
282SCHWAB STRATEGIC TR808524607132,267$3.3M0.04%
283COCA COLA COKO47,082$3.3M0.04%
284CATERPILLAR INCCAT8,558$3.3M0.04%
285ISHARES TR46428763021,053$3.3M0.04%
286CVS HEALTH CORPCVS47,769$3.3M0.04%
287GE VERNOVA INCGEV6,224$3.3M0.04%
288SPOTIFY TECHNOLOGY S ASPOT4,274$3.3M0.04%
289SERVICENOW INCNOW3,183$3.3M0.04%
290CHEVRON CORP NEWCVX22,780$3.3M0.04%
291GILEAD SCIENCES INCGILD29,158$3.2M0.04%
292ISHARES INC46434G10353,730$3.2M0.04%
293NIKE INCNKE45,288$3.2M0.04%
294GE AEROSPACE36960430112,234$3.1M0.04%
295HONEYWELL INTL INC43851610613,486$3.1M0.04%
296FEDEX CORPFDX13,751$3.1M0.04%
297ISHARES TR46428780428,485$3.1M0.04%
298PURE STORAGE INC74624M10253,891$3.1M0.04%
299SCHWAB STRATEGIC TR808524201126,965$3.1M0.04%
300EMERSON ELEC COEMR23,193$3.1M0.04%
301ISHARES TR46428750749,824$3.1M0.04%
302INTUITIVE SURGICAL INCISRG5,663$3.1M0.04%
303AKAMAI TECHNOLOGIES INCAKAM37,374$3.0M0.04%
304SPDR INDEX SHS FDS78463X88972,496$2.9M0.04%
305DEERE & CODE5,733$2.9M0.04%
306ISHARES TR46428827339,335$2.9M0.04%
307ISHARES TR46428827339,211$2.8M0.04%
308INTUITINTU3,615$2.8M0.04%
309ISHARES INC46428653345,321$2.8M0.04%
310AT&T INCT-PC96,692$2.8M0.04%
311BANK AMERICA CORP06050510458,939$2.8M0.04%
312VANGUARD ADMIRAL FDS INC92193270314,650$2.8M0.04%
313ISHARES TR46432F84232,851$2.7M0.04%
314ISHARES TR46428824044,967$2.7M0.04%
315ISHARES INC46434G10345,598$2.7M0.04%
316IDEXX LABS INC45168D1045,063$2.7M0.03%
317ISHARES TR46428722627,136$2.7M0.03%
318APPLOVIN CORPAPP7,680$2.7M0.03%
319ISHARES TR46436E74262,692$2.7M0.03%
320NOVO-NORDISK A SNONOF38,701$2.7M0.03%
321NUSHARES ETF TRNU65,357$2.7M0.03%
322VANGUARD INTL EQUITY INDEX F92204271819,780$2.7M0.03%
323ALIBABA GROUP HLDG LTDBBAAY23,400$2.7M0.03%
324VANGUARD SCOTTSDALE FDS92206C57333,872$2.6M0.03%
325ISHARES TR4642876227,571$2.6M0.03%
326ISHARES TR46428711926,186$2.5M0.03%
327ISHARES TR46428724223,113$2.5M0.03%
328STRYKER CORPORATIONSYK6,390$2.5M0.03%
329SCHWAB STRATEGIC TR80852464998,812$2.5M0.03%
330AMGEN INCAMGN8,906$2.5M0.03%
331ISHARES TR46428770520,063$2.5M0.03%
332TEXAS INSTRS INC88250810411,794$2.4M0.03%
333INTERCONTINENTAL EXCHANGE IN45866F10413,181$2.4M0.03%
334ONEOK INC NEWOKE29,391$2.4M0.03%
335AMGEN INCAMGN8,575$2.4M0.03%
336COSTCO WHSL CORP NEW22160K1052,393$2.4M0.03%
337KRAFT HEINZ COKHC90,053$2.3M0.03%
338SCHWAB STRATEGIC TR80852410296,875$2.3M0.03%
339VERIZON COMMUNICATIONS INCVZ52,732$2.3M0.03%
340ROPER TECHNOLOGIES INCROP4,015$2.3M0.03%
341VANGUARD WHITEHALL FDS92194640617,021$2.3M0.03%
342CROWDSTRIKE HLDGS INCCRWD4,451$2.3M0.03%
343ISHARES TR46428750736,535$2.3M0.03%
344VANGUARD SPECIALIZED FUNDS92190884411,042$2.3M0.03%
345MASTERCARD INCORPORATEDMA4,019$2.3M0.03%
346QUALCOMM INCQCOM14,164$2.3M0.03%
347PFIZER INCPFE91,830$2.2M0.03%
348DISNEY WALT CO25468710617,872$2.2M0.03%
349CINTAS CORPCTAS9,850$2.2M0.03%
350TERADYNE INCTER24,164$2.2M0.03%
351ISHARES TR46428748115,660$2.2M0.03%
352VANGUARD INTL EQUITY INDEX F92204277532,097$2.2M0.03%
353NORTHERN TR CORPNTRSO16,963$2.2M0.03%
354ISHARES TR46428986734,913$2.1M0.03%
355GE VERNOVA INCGEV4,052$2.1M0.03%
356UNITEDHEALTH GROUP INCUNH6,856$2.1M0.03%
357OKTA INCOKTA21,222$2.1M0.03%
358ARM HOLDINGS PLC04206820513,086$2.1M0.03%
359T ROWE PRICE ETF INC87283Q40449,297$2.1M0.03%
360ISHARES TR46428766322,060$2.1M0.03%
361RTX CORPORATIONRTX14,280$2.1M0.03%
362ISHARES TR46428828122,052$2.0M0.03%
363ISHARES TR46428760622,427$2.0M0.03%
364ILLINOIS TOOL WKS INC4523081098,232$2.0M0.03%
365NASDAQ INCNDAQ22,726$2.0M0.03%
366BROADRIDGE FINL SOLUTIONS IN11133T1038,354$2.0M0.03%
367SPDR SERIES TRUST78468R66321,841$2.0M0.03%
368VANGUARD WHITEHALL FDS92194681021,941$2.0M0.03%
369ISHARES TR4642875989,997$1.9M0.02%
370RUBRIK INC.RBRK21,539$1.9M0.02%
371KIMBERLY-CLARK CORPKMB14,912$1.9M0.02%
372SPDR GOLD TRGLD6,248$1.9M0.02%
373INTEL CORPINTC84,833$1.9M0.02%
374ISHARES TR46432F84222,587$1.9M0.02%
375ISHARES TR46428825714,556$1.9M0.02%
376ISHARES TR46435G32624,287$1.8M0.02%
377ENTERPRISE PRODS PARTNERS L29379210759,145$1.8M0.02%
378ISHARES TR4642874089,311$1.8M0.02%
379ALPHABET INCGOOG10,185$1.8M0.02%
380VANGUARD INTL EQUITY INDEX F92204277526,851$1.8M0.02%
381LOWES COS INC5486611078,124$1.8M0.02%
382SPDR S&P MIDCAP 400 ETF TRMDY3,170$1.8M0.02%
383VANGUARD SCOTTSDALE FDS92206C40922,358$1.8M0.02%
384INVESCO EXCH TRADED FD TR IIIVZ15,754$1.8M0.02%
385ISHARES INC46428653328,008$1.8M0.02%
386VANGUARD WORLD FD92204A7022,619$1.7M0.02%
387BRISTOL-MYERS SQUIBB COCELG-RI37,398$1.7M0.02%
388DECKERS OUTDOOR CORPDECK16,737$1.7M0.02%
389FORD MTR CO345370860157,976$1.7M0.02%
390VANGUARD INDEX FDS9229085956,162$1.7M0.02%
391SELECT SECTOR SPDR TR81369Y8036,639$1.7M0.02%
392SOUTHWEST AIRLS CO84474110850,913$1.7M0.02%
393SHENANDOAH TELECOMMUNICATIONSHEN119,465$1.6M0.02%
394ISHARES TR46428730914,696$1.6M0.02%
395ISHARES INC46428625135,575$1.6M0.02%
396LINDE PLCLIN3,432$1.6M0.02%
397BRISTOL-MYERS SQUIBB COCELG-RI34,763$1.6M0.02%
398FORTINET INCFTNT15,125$1.6M0.02%
399ISHARES TR4642876224,698$1.6M0.02%
400COLGATE PALMOLIVE COCL17,480$1.6M0.02%
401AUTOMATIC DATA PROCESSING INADP5,138$1.6M0.02%
402VANGUARD WORLD FD92204A5046,328$1.6M0.02%
403DISNEY WALT CO25468710612,612$1.6M0.02%
404VANGUARD ADMIRAL FDS INC9219325053,938$1.6M0.02%
405PAYPAL HLDGS INCPYPL20,883$1.6M0.02%
406ISHARES TR46428851319,016$1.5M0.02%
407ISHARES TR46428986724,855$1.5M0.02%
408AMPHENOL CORP NEW03209510115,433$1.5M0.02%
409MARSH & MCLENNAN COS INC5717481026,770$1.5M0.02%
410CHIPOTLE MEXICAN GRILL INCCMG25,925$1.5M0.02%
411VANGUARD WORLD FD9219108163,961$1.5M0.02%
412ISHARES TR46428985917,377$1.4M0.02%
413EBAY INC.EBAY19,126$1.4M0.02%
414WELLS FARGO CO NEW94974610117,490$1.4M0.02%
415VANGUARD INTL EQUITY INDEX F92204287418,017$1.4M0.02%
416VANGUARD INTL EQUITY INDEX F92204271810,348$1.4M0.02%
417TAIWAN SEMICONDUCTOR MFG LTD8740391006,019$1.4M0.02%
418AUTOZONE INCAZO365$1.4M0.02%
419SALESFORCE INCCRM4,899$1.3M0.02%
420S&P GLOBAL INCSPGI2,522$1.3M0.02%
421GENERAL DYNAMICS CORPGD4,551$1.3M0.02%
422FREEPORT-MCMORAN INCFCX30,471$1.3M0.02%
423GENERAL MLS INC37033410425,224$1.3M0.02%
424AVALO THERAPEUTICS INCAVTX261,016$1.3M0.02%
425PHILIP MORRIS INTL INC7181721097,131$1.3M0.02%
426AMERIPRISE FINL INC03076C1062,432$1.3M0.02%
427ISHARES BITCOIN TRUST ETFIBIT21,069$1.3M0.02%
428VANGUARD ADMIRAL FDS INC92193288512,252$1.3M0.02%
4293M COMMM8,274$1.3M0.02%
430TAIWAN SEMICONDUCTOR MFG LTD8740391005,560$1.3M0.02%
431ISHARES TR4642871014,132$1.3M0.02%
432ACCENTURE PLC IRELANDACN4,153$1.2M0.02%
433FIDELITY COVINGTON TRUST3160928086,269$1.2M0.02%
434VANGUARD WORLD FD9219108409,315$1.2M0.02%
435WYNN RESORTS LTDWYNN13,010$1.2M0.02%
436PALO ALTO NETWORKS INCPANW5,882$1.2M0.02%
437BLACKROCK INCBLK1,146$1.2M0.02%
438AT&T INCT-PC41,426$1.2M0.02%
439FIDELITY COVINGTON TRUST31609260018,697$1.2M0.02%
440VANGUARD SCOTTSDALE FDS92206C66413,693$1.2M0.02%
441NORFOLK SOUTHN CORP6558441084,623$1.2M0.02%
442SHELL PLCRYDAF16,660$1.2M0.02%
443SELECT SECTOR SPDR TR81369Y8034,578$1.2M0.01%
444BOEING COBA-PA5,522$1.2M0.01%
445LOCKHEED MARTIN CORPLMT2,489$1.2M0.01%
446GE VERNOVA INCGEV2,169$1.1M0.01%
447HERSHEY COHSY6,875$1.1M0.01%
448STARBUCKS CORPSBUX12,418$1.1M0.01%
449ADOBE INCADBE2,926$1.1M0.01%
450BECTON DICKINSON & COBDX6,542$1.1M0.01%
451MOODYS CORPMCO2,240$1.1M0.01%
452DANAHER CORPORATION2358511025,655$1.1M0.01%
453ISHARES INC46428650924,155$1.1M0.01%
454PROGRESSIVE CORP7433151034,166$1.1M0.01%
455ISHARES TR4642876717,341$1.1M0.01%
456DEERE & CODE2,168$1.1M0.01%
457VANGUARD WORLD FD92204A7021,658$1.1M0.01%
458VANGUARD SCOTTSDALE FDS92206C68010,071$1.1M0.01%
459INVESCO QQQ TRIVZ1,975$1.1M0.01%
460BECTON DICKINSON & COBDX6,256$1.1M0.01%
461SPDR SERIES TRUST78468R40842,290$1.1M0.01%
462LAM RESEARCH CORPLRCX10,990$1.1M0.01%
463MORGAN STANLEYMS-PQ7,585$1.1M0.01%
464VANGUARD INDEX FDS9229086293,813$1.1M0.01%
465SHAKE SHACK INCSHAK7,527$1.1M0.01%
466DOORDASH INCDASH4,277$1.1M0.01%
467THERMO FISHER SCIENTIFIC INCTMO2,578$1.0M0.01%
468ISHARES TR4642876892,975$1.0M0.01%
469VANGUARD SCOTTSDALE FDS92206C77122,522$1.0M0.01%
470ANALOG DEVICES INCADI4,373$1.0M0.01%
471UNITED PARCEL SERVICE INCUPS10,304$1.0M0.01%
472SELECT SECTOR SPDR TR81369Y4074,772$1.0M0.01%
473AMERIPRISE FINL INC03076C1061,935$1.0M0.01%
474ISHARES TR46428718427,950$1.0M0.01%
475COMCAST CORP NEWCCZ28,788$1.0M0.01%
476TESLA INCTSLA3,234$1.0M0.01%
477ISHARES TR4642877215,909$1.0M0.01%
478EMERSON ELEC COEMR7,679$1.0M0.01%
479REALTY INCOME CORPO17,503$1.0M0.01%
480FIRST TR EXCHANGE TRADED FD33738R50615,606$979,1200.01%
481ISHARES INC46428660816,419$976,1040.01%
482ABRDN PRECIOUS METALS BASKETGLTR7,000$967,0500.01%
483SCHWAB STRATEGIC TR80852450834,389$964,6160.01%
484VANGUARD INDEX FDS9229086114,920$959,4340.01%
485DIAGEO PLCDGEAF9,472$955,1990.01%
486SCHWAB STRATEGIC TR80852440934,323$949,7050.01%
487BLACKSTONE INCBX6,322$945,6450.01%
488ISHARES TR46434V62114,784$945,2900.01%
489GRAYSCALE BITCOIN TRUST ETFGBTC11,087$940,5100.01%
490VERIZON COMMUNICATIONS INCVZ21,668$937,5700.01%
491KROGER COKR13,047$935,8540.01%
492ISHARES TR4642885708,046$934,6230.01%
493UBER TECHNOLOGIES INCUBER10,006$933,5740.01%
494VERIZON COMMUNICATIONS INCVZ21,562$932,9860.01%
495CONSTELLATION ENERGY CORPCEG2,876$928,3900.01%
496CONOCOPHILLIPSCOP10,292$923,5770.01%
497VANGUARD SCOTTSDALE FDS92206C70615,380$919,8750.01%
498ASML HOLDING N VASMLF1,125$901,5640.01%
499ISHARES TR4642888858,012$897,3440.01%
500BP PLCBPPFF29,839$893,0810.01%