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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 COMBINATION REPORT

GeoWealth Management, LLC

Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001593387-24-000003

Total Value
$861.1M
Positions
1,137
Other Managers
5
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363224,270$107.8M12.52%
2DIMENSIONAL ETF TRUST25434V7082,852,350$91.1M10.58%
3VANGUARD MUN BD FDS9229077461,438,803$72.8M8.45%
4VANGUARD INDEX FDS922908769274,704$71.4M8.29%
5SPDR INDEX SHS FDS78463X8891,725,440$61.8M7.18%
6ISHARES TR46434V6131,309,915$59.7M6.94%
7VANGUARD STAR FDS921909768801,587$48.3M5.61%
8DIMENSIONAL ETF TRUST25434V849931,864$44.8M5.20%
9DIMENSIONAL ETF TRUST25434V8801,497,414$38.1M4.42%
10VANGUARD INDEX FDS922908652143,834$25.2M2.93%
11VANGUARD CHARLOTTE FDS92203J407448,623$22.1M2.56%
12GOLDMAN SACHS ETF TRNVGLF200,633$20.8M2.42%
13ISHARES TR46435G672393,290$19.6M2.28%
14SPDR INDEX SHS FDS78463X509540,106$19.5M2.27%
15DIMENSIONAL ETF TRUST25434V799679,937$18.2M2.11%
16ISHARES TR46435U218178,509$16.8M1.95%
17ISHARES TR46435G516114,541$9.2M1.06%
18GOLDMAN SACHS ETF TRNVGLF258,418$8.9M1.03%
19VANGUARD INTL EQUITY INDEX F92204274269,050$7.6M0.89%
20VANGUARD INDEX FDS92290861138,574$7.4M0.86%
21ISHARES TR46432F834107,550$7.3M0.85%
22DIMENSIONAL ETF TRUST25434V872167,700$7.0M0.82%
23ISHARES TR46434V29099,280$6.3M0.73%
24ISHARES TR46428985978,030$5.7M0.67%
25ISHARES TR46428715043,411$5.0M0.58%
26J P MORGAN EXCHANGE TRADED F46654Q81593,394$4.7M0.55%
27AMERICAN CENTY ETF TR02507280270,926$4.7M0.54%
28ISHARES TR46436E619105,185$4.5M0.52%
29AMERICAN CENTY ETF TR02507260474,940$4.3M0.50%
30GOLDMAN SACHS ETF TRNVGLF135,486$4.2M0.49%
31NUSHARES ETF TRNU88,370$3.7M0.43%
32ISHARES TR46428986764,174$3.6M0.41%
33ISHARES INC46434G863103,234$3.3M0.39%
34VANGUARD INDEX FDS9229087698,985$2.3M0.27%
35VANGUARD STAR FDS92190976830,621$1.8M0.21%
36J P MORGAN EXCHANGE TRADED F46641Q27435,412$1.6M0.19%
37SPDR SER TR78464A47455,167$1.6M0.19%
38AMERICAN CENTY ETF TR02507235636,250$1.5M0.18%
39ISHARES TR4642876894,718$1.4M0.16%
40J P MORGAN EXCHANGE TRADED F46641Q83721,709$1.1M0.13%
41ISHARES TR46434V61319,477$887,9420.10%
42VANGUARD MUN BD FDS92290774614,940$755,9700.09%
43ISHARES TR4642871505,763$664,4880.08%
44INVESCO QQQ TRIVZ1,366$606,5180.07%
45ABRDN GOLD ETF TRUST00326A10424,818$527,1340.06%
46ISHARES TR46432F8346,949$471,5500.05%
47VANGUARD CHARLOTTE FDS92203J4079,540$469,2780.05%
48VANGUARD SCOTTSDALE FDS92206C8477,921$469,2530.05%
49ISHARES INC4642863923,220$466,6100.05%
50ISHARES TR46436E7184,597$462,9640.05%
51ISHARES TR46428987510,403$444,9960.05%
52JANUS DETROIT STR TR47103U8458,126$412,3400.05%
53VANGUARD MALVERN FDS9220208058,607$412,1870.05%
54VANGUARD INDEX FDS9229086112,131$408,8370.05%
55SPDR SER TR78464A8546,459$397,4230.05%
56VANGUARD INDEX FDS922908363600$288,2950.03%
57ISHARES TR46435G4252,215$254,6570.03%
58AMERICAN CENTY ETF TR0250728023,845$253,2080.03%
59VANGUARD WORLD FD92204A702461$241,7210.03%
60EA SERIES TRUST02072L6077,136$240,6870.03%
61VANGUARD INDEX FDS9229087441,392$226,7010.03%
62VANGUARD SCOTTSDALE FDS92206C1023,752$217,8720.03%
63SPROTT PHYSICAL GOLD & SILVESII10,179$207,0410.02%
64ISHARES TR4642886611,724$199,6560.02%
65ISHARES INC46434G1033,764$194,2230.02%
66ISHARES TR4642874571,972$161,2700.02%
67SPDR INDEX SHS FDS78463X8894,362$156,3380.02%
68ISHARES TR46429B7471,544$153,5200.02%
69DIMENSIONAL ETF TRUST25434V8154,879$146,8500.02%
70DIMENSIONAL ETF TRUST25434V8314,575$144,6160.02%
71DIMENSIONAL ETF TRUST25434V5672,730$144,5540.02%
72AIRBNB INCABNB803$132,4630.02%
73ISHARES TR4642871761,233$132,4370.02%
74VANECK ETF TRUST92189F1063,946$124,7730.01%
75ISHARES TR46432F339731$120,1400.01%
76ISHARES TR4642898833,127$115,1290.01%
77SHOPIFY INCSHOP1,200$92,6040.01%
78ISHARES TR46435G6721,815$90,6660.01%
79DIMENSIONAL ETF TRUST25434V5831,529$81,6180.01%
80VANGUARD TAX-MANAGED FDS9219438581,600$80,2610.01%
81ABBOTT LABSABLZF694$78,8800.01%
82VANGUARD INDEX FDS922908652390$68,3900.01%
83VANGUARD INDEX FDS922908736190$65,3980.01%
84SELECT SECTOR SPDR TR81369Y506659$62,2160.01%
85ISHARES TR464287804560$61,8910.01%
86SPDR SER TR78464A805947$60,7690.01%
87SCHWAB STRATEGIC TR808524300614$56,9550.01%
88ICON PLCICLR163$54,7600.01%
89FERRARI N VRACE119$51,8770.01%
90SPDR S&P 500 ETF TRSPY97$50,8370.01%
91SCHWAB STRATEGIC TR808524409659$50,0940.01%
92UBS GROUP AGUBS1,629$50,0430.01%
93SPDR INDEX SHS FDS78463X5091,362$49,3010.01%
94ISHARES TR464287655229$48,1590.01%
95J P MORGAN EXCHANGE TRADED F46641Q2741,020$47,4610.01%
96SPDR SER TR78464A4741,593$47,4240.01%
97MERCADOLIBRE INCMELI31$46,8710.01%
98MEDPACE HLDGS INCMEDP115$46,4770.01%
99ARCH CAP GROUP LTDG0450A105498$46,0350.01%
100STMICROELECTRONICS N VSTMEF1,061$45,8780.01%
101DIMENSIONAL ETF TRUST25434V7321,746$44,5180.01%
102ISHARES TR46435U218445$41,7430.00%
103SPDR SER TR78464A508632$31,6720.00%
104J P MORGAN EXCHANGE TRADED F46641Q837627$31,6320.00%
105CHECK POINT SOFTWARE TECH LTM22465104188$30,8340.00%
106ICICI BANK LIMITEDIBN1,128$29,7900.00%
107NATIONAL GRID PLCNMPWP398$27,1520.00%
108DIMENSIONAL ETF TRUST25434V708794$25,3670.00%
109NOKIA CORPNOKBF6,792$24,0440.00%
110LLOYDS BANKING GROUP PLCLLOBF9,118$23,6160.00%
111AMDOCS LTDDOX248$22,4120.00%
112AMAZON COM INCAMZN123$22,1870.00%
113DICKS SPORTING GOODS INC25339310292$20,6870.00%
114ISHARES TR46435G516246$19,6810.00%
115ABBVIE INCABBV100$18,2100.00%
116GOLDMAN SACHS ETF TRNVGLF174$18,0380.00%
117SPDR SER TR78468R663196$17,9930.00%
118EMCOR GROUP INCEME48$16,8100.00%
119ISHARES TR46436E619380$16,2820.00%
120EVERCORE INCEVR84$16,1780.00%
121F N B CORP3025201011,076$15,1720.00%
122DIMENSIONAL ETF TRUST25434V799551$14,7390.00%
123MICROSOFT CORPMSFT32$13,4630.00%
124GRAPHIC PACKAGING HLDG COGPK451$13,1600.00%
125LULULEMON ATHLETICA INCLULU32$12,5010.00%
126SCHWAB STRATEGIC TR808524102204$12,4660.00%
127ISHARES TR464289859166$12,1940.00%
128VANGUARD MALVERN FDS922020805249$11,9250.00%
129JANUS DETROIT STR TR47103U845235$11,9240.00%
130APPLE INCAAPL67$11,4630.00%
131VANGUARD INTL EQUITY INDEX F92204274294$10,3580.00%
132STAG INDL INC85254J102269$10,3400.00%
133ISHARES TR46428841494$10,1140.00%
134ABRDN GOLD ETF TRUST00326A104457$9,7070.00%
135ISHARES TR46428720018$9,4630.00%
136ISHARES TR46436E71886$8,6610.00%
137NUSHARES ETF TRNU205$8,5330.00%
138VANGUARD SCOTTSDALE FDS92206C847142$8,4010.00%
139GOLDMAN SACHS ETF TRNVGLF216$7,4100.00%
140ISHARES INC46434G863229$7,3780.00%
141VANGUARD SCOTTSDALE FDS92206C102108$6,2720.00%
142ISHARES TR46434V29092$5,8720.00%
143UNITEDHEALTH GROUP INCUNH11$5,4420.00%
144ANALOG DEVICES INCADI27$5,3400.00%
145SPDR GOLD TRGLD20$4,1140.00%
146ISHARES TR46432F84254$4,0080.00%
147AMERICAN CENTY ETF TR02507260464$3,7090.00%
148GOLDMAN SACHS ETF TRNVGLF113$3,5500.00%
149AMERICAN CENTY ETF TR02507235633$1,3950.00%
150NVIDIA CORPORATIONNVDA0$3330.00%
151VANGUARD INDEX FDS9229085532$1880.00%
152JPMORGAN CHASE & COVYLD1$1750.00%
153CHEVRON CORP NEWCVX1$1490.00%
154VISA INCV1$1410.00%
155CONSTELLATION BRANDS INCSTZ0$810.00%
156STARBUCKS CORPSBUX1$710.00%
157SCHWAB STRATEGIC TR8085248621$470.00%
158DIMENSIONAL ETF TRUST25434V8641$340.00%
159RTX CORPORATIONRTX0$240.00%
160ORACLE CORPORCL-PD0$130.00%
161SPDR SER TR78464A6490$120.00%
162MARRIOTT INTL INC NEW5719032020$00.00%
163MARATHON PETE CORPMARA0$00.00%
164J P MORGAN EXCHANGE TRADED F46641Q3320$00.00%
165MARATHON OIL CORPMARA0$00.00%
166MAKEMYTRIP LIMITED MAURITIUSMMYT0$00.00%
167J P MORGAN EXCHANGE TRADED F46641Q3320$00.00%
168ISHARES TR4642877210$00.00%
169M & T BK CORP55261F1040$00.00%
170LYONDELLBASELL INDUSTRIES NLYB0$00.00%
171J P MORGAN EXCHANGE TRADED F46641Q8860$00.00%
172LUMEN TECHNOLOGIES INCLUMN0$00.00%
173PRUDENTIAL FINL INCPUKPF0$00.00%
174LULULEMON ATHLETICA INCLULU0$00.00%
175J P MORGAN EXCHANGE TRADED F46641Q8860$00.00%
176ISHARES TR4642877390$00.00%
177PROSHARES TR74347R1070$00.00%
178LUCID GROUP INCLCID0$00.00%
179J P MORGAN EXCHANGE TRADED F46641Q2090$00.00%
180LPL FINL HLDGS INC50212V1000$00.00%
181LOWES COS INC5486611070$00.00%
182J P MORGAN EXCHANGE TRADED F46641Q2090$00.00%
183ISHARES TR4642888100$00.00%
184LOCKHEED MARTIN CORPLMT0$00.00%
185PIONEER NAT RES CO7237871070$00.00%
186J P MORGAN EXCHANGE TRADED F46641Q6700$00.00%
187LITMAN GREGORY FDS TR53700T8270$00.00%
188PIMCO ETF TR72201R5850$00.00%
189LINDE PLCLIN0$00.00%
190J P MORGAN EXCHANGE TRADED F46641Q6700$00.00%
191ISHARES TR4642887860$00.00%
192ISHARES TR4642876550$00.00%
193LINCOLN ELEC HLDGS INC5339001060$00.00%
194LINCOLN ELEC HLDGS INC5339001060$00.00%
195J P MORGAN EXCHANGE TRADED F46641Q3990$00.00%
196LIBERTY MEDIA CORP DELFWONB0$00.00%
197LENNAR CORPLEN-B0$00.00%
198J P MORGAN EXCHANGE TRADED F46641Q3990$00.00%
199ISHARES TR4642877700$00.00%
200LEGG MASON ETF INVT52468L5050$00.00%
201LATTICE STRATEGIES TR5184168700$00.00%
202J P MORGAN EXCHANGE TRADED F46641Q8780$00.00%
203LAM RESEARCH CORPLRCX0$00.00%
204PFIZER INCPFE0$00.00%
205PFIZER INCPFE0$00.00%
206L3HARRIS TECHNOLOGIES INCLHX0$00.00%
207J P MORGAN EXCHANGE TRADED F46641Q8780$00.00%
208ISHARES TR46434V2820$00.00%
209PG&E CORPPCG-PX0$00.00%
210PG&E CORPPCG-PX0$00.00%
211PHILIP MORRIS INTL INC7181721090$00.00%
212PHILLIPS 66PSX0$00.00%
213PHILLIPS 66PSX0$00.00%
214PIMCO ETF TR72201R7830$00.00%
215PIMCO ETF TR72201R7750$00.00%
216PIMCO ETF TR72201R4030$00.00%
217PIMCO ETF TR72201R8330$00.00%
218PIMCO ETF TR72201R7180$00.00%
219PIMCO ETF TR72201R8660$00.00%
220PIMCO ETF TR72201R8170$00.00%
221PIMCO ETF TR72201R8170$00.00%
222PIMCO ETF TR72201R5850$00.00%
223WASTE MGMT INC DEL94106L1090$00.00%
224PIMCO ETF TR72201R8740$00.00%
225PIMCO ETF TR72201R5770$00.00%
226PIMCO INCOME STRATEGY FD II72201J1040$00.00%
227WISDOMTREE TRWT0$00.00%
228PNC FINL SVCS GROUP INC6934751050$00.00%
229PPL CORPPPLC0$00.00%
230PRINCIPAL FINANCIAL GROUP INPFG0$00.00%
231PROCTER AND GAMBLE CO7427181090$00.00%
232PROCTER AND GAMBLE CO7427181090$00.00%
233PROGRESSIVE CORP7433151030$00.00%
234PROLOGIS INC.PLDGP0$00.00%
235PROSHARES TR74347X2940$00.00%
236PROSHARES TR74347X2940$00.00%
237FIRST INDL RLTY TR INC32054K1030$00.00%
238PROSHARES TR74347R2060$00.00%
239FIRST TR EXCH TRADED FD III33740J2030$00.00%
240PRUDENTIAL PLCPUKPF0$00.00%
241PUBLIC STORAGEPSA-PS0$00.00%
242PUBLIC SVC ENTERPRISE GRP IN7445731060$00.00%
243PULTE GROUP INC7458671010$00.00%
244QUALCOMM INCQCOM0$00.00%
245QUALCOMM INCQCOM0$00.00%
246REALTY INCOME CORPO0$00.00%
247REGENCY CTRS CORP7588491030$00.00%
248REGENERON PHARMACEUTICALSREGN0$00.00%
249REINSURANCE GRP OF AMERICA I7593516040$00.00%
250RELX PLCRLXXF0$00.00%
251RENTOKIL INITIAL PLCRKLIF0$00.00%
252REPUBLIC SVCS INC7607591000$00.00%
253RESTAURANT BRANDS INTL INC76131D1030$00.00%
254REXFORD INDL RLTY INC76169C1000$00.00%
255ISHARES TR4642894380$00.00%
256PERFORMANCE FOOD GROUP COPFGC0$00.00%
257PEPSICO INCPEP0$00.00%
258KROGER COKR0$00.00%
259PAYPAL HLDGS INCPYPL0$00.00%
260PAYPAL HLDGS INCPYPL0$00.00%
261KRAFT HEINZ COKHC0$00.00%
262J P MORGAN EXCHANGE TRADED F46641Q2410$00.00%
263PAYCHEX INCPAYX0$00.00%
264PAYCHEX INCPAYX0$00.00%
265KONINKLIJKE PHILIPS N VRYLPF0$00.00%
266PARKER-HANNIFIN CORPPH0$00.00%
267PARAMOUNT GROUP INC69924R1080$00.00%
268KLA CORPKLAC0$00.00%
269J P MORGAN EXCHANGE TRADED F46641Q2410$00.00%
270ISHARES TR4642871760$00.00%
271PALO ALTO NETWORKS INCPANW0$00.00%
272PACKAGING CORP AMER6951561090$00.00%
273KKR & CO INCKKRT0$00.00%
274PACER FDS TR69374H7250$00.00%
275PACER FDS TR69374H8160$00.00%
276KINDER MORGAN INC DELEP-PC0$00.00%
277J P MORGAN EXCHANGE TRADED F46641Q3730$00.00%
278PACER FDS TR69374H7170$00.00%
279PACCAR INCPCAR0$00.00%
280KINDER MORGAN INC DELEP-PC0$00.00%
281OTIS WORLDWIDE CORPOTIS0$00.00%
282ANHEUSER BUSCH INBEV SA/NVBUDFF0$00.00%
283ORMAT TECHNOLOGIES INCORA0$00.00%
284KIMCO RLTY CORP49446R1090$00.00%
285J P MORGAN EXCHANGE TRADED F46641Q3730$00.00%
286ISHARES TR4642894460$00.00%
287ISHARES TR46432F3960$00.00%
288ISHARES TR4642885700$00.00%
289OREILLY AUTOMOTIVE INC67103H1070$00.00%
290ORACLE CORPORCL-PD0$00.00%
291KIMBERLY-CLARK CORPKMB0$00.00%
292AMERICAN TOWER CORP NEW03027X1000$00.00%
293ONEOK INC NEWOKE0$00.00%
294KILROY RLTY CORP49427F1080$00.00%
295J P MORGAN EXCHANGE TRADED F46641Q2250$00.00%
296ON HLDG AGH5919C1040$00.00%
297OMNICOM GROUP INCOMC0$00.00%
298KB HOMEKBH0$00.00%
299OLD DOMINION FREIGHT LINE INODFL0$00.00%
300NVIDIA CORPORATIONNVDA0$00.00%
301JPMORGAN CHASE & COVYLD0$00.00%
302J P MORGAN EXCHANGE TRADED F46641Q2660$00.00%
303ISHARES TR4642886790$00.00%
304AMAZON COM INCAMZN0$00.00%
305ALTRIA GROUP INCMO0$00.00%
306NUVEEN QUALITY MUNCP INCOMENU0$00.00%
307NUVEEN AMT FREE QLTY MUN INCNU0$00.00%
308ALPHABET INCGOOG0$00.00%
309JOHNSON CTLS INTL PLCG515021050$00.00%
310J P MORGAN EXCHANGE TRADED F46641Q2660$00.00%
311ALIGN TECHNOLOGY INCALGN0$00.00%
312NUSHARES ETF TRNU0$00.00%
313JOHNSON & JOHNSONJNJ0$00.00%
314NUCOR CORPNUE0$00.00%
315AIM ETF PRODUCTS TRUST00888H2080$00.00%
316NRG ENERGY INCNRG0$00.00%
317J P MORGAN EXCHANGE TRADED F46641Q1670$00.00%
318ISHARES TR4642876060$00.00%
319ISHARES TR4642876140$00.00%
320NOVO-NORDISK A SNONOF0$00.00%
321VANGUARD WHITEHALL FDS9219464060$00.00%
322NOVARTIS AGNVSEF0$00.00%
323NORTHROP GRUMMAN CORPNOC0$00.00%
324NORTHERN LTS FD TR IVNTRSO0$00.00%
325JANUS DETROIT STR TR47103U8860$00.00%
326J P MORGAN EXCHANGE TRADED F46641Q1670$00.00%
327NORTHERN LTS FD TR IVNTRSO0$00.00%
328NORTHERN LTS FD TR IVNTRSO0$00.00%
329JANUS DETROIT STR TR47103U8520$00.00%
330NORTHERN LIGHTS FD TRNTRSO0$00.00%
331NORFOLK SOUTHN CORP6558441080$00.00%
332JANUS DETROIT STR TR47103U8520$00.00%
333J P MORGAN EXCHANGE TRADED F46654Q6090$00.00%
334ISHARES TR4642874080$00.00%
335VANGUARD SCOTTSDALE FDS92206C7710$00.00%
336VANGUARD SCOTTSDALE FDS92206C8700$00.00%
337VANGUARD SCOTTSDALE FDS92206C4090$00.00%
338VANGUARD SCOTTSDALE FDS92206C4090$00.00%
339VANGUARD SCOTTSDALE FDS92206C6800$00.00%
340VANGUARD SCOTTSDALE FDS92206C7300$00.00%
341VANGUARD SCOTTSDALE FDS92206C6640$00.00%
342VANGUARD SPECIALIZED FUNDS9219088440$00.00%
343VANGUARD SPECIALIZED FUNDS9219088440$00.00%
344NIKE INCNKE0$00.00%
345JABIL INCJBL0$00.00%
346VANGUARD SCOTTSDALE FDS92206C7060$00.00%
347VANGUARD SCOTTSDALE FDS92206C7060$00.00%
348AFLAC INCAFL0$00.00%
349AGILENT TECHNOLOGIES INCA0$00.00%
350AIM ETF PRODUCTS TRUST00888H7780$00.00%
351NIKE INCNKE0$00.00%
352AIM ETF PRODUCTS TRUST00888H7860$00.00%
353AIM ETF PRODUCTS TRUST00888H8020$00.00%
354AIR PRODS & CHEMS INCAIIR0$00.00%
355NEXTERA ENERGY INCNEE-PW0$00.00%
356ALEXANDRIA REAL ESTATE EQ IN0152711090$00.00%
357J P MORGAN EXCHANGE TRADED F46641Q7460$00.00%
358ALLSTATE CORPALL-PJ0$00.00%
359J P MORGAN EXCHANGE TRADED F46654Q6090$00.00%
360ALPHABET INCGOOG0$00.00%
361ALPHABET INCGOOG0$00.00%
362ALPHABET INCGOOG0$00.00%
363NEXTERA ENERGY INCNEE-PW0$00.00%
364NETFLIX INCNFLX0$00.00%
365J P MORGAN EXCHANGE TRADED F46641Q7460$00.00%
366VANGUARD INTL EQUITY INDEX F9220428660$00.00%
367VANGUARD INTL EQUITY INDEX F9220428580$00.00%
368NATWEST GROUP PLCRBSPF0$00.00%
369VANGUARD INTL EQUITY INDEX F9220427750$00.00%
370J P MORGAN EXCHANGE TRADED F46641Q7610$00.00%
371ISHARES U S ETF TR46431W5070$00.00%
372ISHARES TR4642874080$00.00%
373AMERICAN CENTY ETF TR0250723070$00.00%
374AMERICAN ELEC PWR CO INC0255371010$00.00%
375AMERICAN EXPRESS COAXP0$00.00%
376AMERICAN HOMES 4 RENTAMH-PG0$00.00%
377ISHARES TR4642886870$00.00%
378AMERIPRISE FINL INC03076C1060$00.00%
379AMGEN INCAMGN0$00.00%
380AMGEN INCAMGN0$00.00%
381AMPHENOL CORP NEW0320951010$00.00%
382ISHARES TR46429B6970$00.00%
383SERVICENOW INCNOW0$00.00%
384ANNALY CAPITAL MANAGEMENT INNLY-PJ0$00.00%
385ANSYS INC03662Q1050$00.00%
386AON PLCAON0$00.00%
387MSCI INCMSCI0$00.00%
388APPLE INCAAPL0$00.00%
389APPLIED MATLS INC0382221050$00.00%
390APPLOVIN CORPAPP0$00.00%
391APTARGROUP INCATR0$00.00%
392SEMPRASREA0$00.00%
393ARCHER DANIELS MIDLAND COADM0$00.00%
394ARES MANAGEMENT CORPORATIONARES-PB0$00.00%
395ARISTA NETWORKS INCANET0$00.00%
396ASML HOLDING N VASMLF0$00.00%
397ASSURANT INCAIZN0$00.00%
398ASTRAZENECA PLCAZN0$00.00%
399AT&T INCT-PC0$00.00%
400AT&T INCT-PC0$00.00%
401ATLASSIAN CORPORATIONTEAM0$00.00%
402AUTODESK INCADSK0$00.00%
403AUTOMATIC DATA PROCESSING INADP0$00.00%
404AUTOMATIC DATA PROCESSING INADP0$00.00%
405AUTOZONE INCAZO0$00.00%
406AVALONBAY CMNTYS INCAWX0$00.00%
407AXON ENTERPRISE INCAXON0$00.00%
408BAKER HUGHES COMPANYBKR0$00.00%
409BALL CORPBALL0$00.00%
410BANCO BRADESCO S A0594603030$00.00%
411BANK AMERICA CORP0605051040$00.00%
412BANK AMERICA CORP0605051040$00.00%
413BANK NEW YORK MELLON CORP0640581000$00.00%
414BARCLAYS PLCBCLYF0$00.00%
415BECTON DICKINSON & COBDX0$00.00%
416BECTON DICKINSON & COBDX0$00.00%
417BERKSHIRE HATHAWAY INC DELBRK-A0$00.00%
418VANGUARD WHITEHALL FDS9219464060$00.00%
419VANGUARD WHITEHALL FDS9219467940$00.00%
420VANGUARD WHITEHALL FDS9219467940$00.00%
421VANGUARD WORLD FD92204A8840$00.00%
422VANGUARD WORLD FD9219107090$00.00%
423VANGUARD WORLD FD92204A4050$00.00%
424VANGUARD WORLD FD92204A6030$00.00%
425SELECT SECTOR SPDR TR81369Y8030$00.00%
426VANGUARD WORLD FD9219108730$00.00%
427VANGUARD WORLD FD9219108730$00.00%
428VANGUARD WORLD FD9219108160$00.00%
429VENTAS INCVTR0$00.00%
430VERISK ANALYTICS INCVRSK0$00.00%
431VERIZON COMMUNICATIONS INCVZ0$00.00%
432VERIZON COMMUNICATIONS INCVZ0$00.00%
433VERTEX PHARMACEUTICALS INCVRTX0$00.00%
434VICI PPTYS INC9256521090$00.00%
435MR COOPER GROUP INC62482R1070$00.00%
436VISA INCV0$00.00%
437VORNADO RLTY TR9290421090$00.00%
438VULCAN MATLS CO9291601090$00.00%
439VULCAN MATLS CO9291601090$00.00%
440WALGREENS BOOTS ALLIANCE INC9314271080$00.00%
441WALGREENS BOOTS ALLIANCE INC9314271080$00.00%
442WALMART INCWMT0$00.00%
443WALMART INCWMT0$00.00%
444WARNER BROS DISCOVERY INCWBD0$00.00%
445WASTE CONNECTIONS INCWCN0$00.00%
446WASTE MGMT INC DEL94106L1090$00.00%
447J P MORGAN EXCHANGE TRADED F46641Q7610$00.00%
448WELLS FARGO CO NEW9497461010$00.00%
449WELLTOWER INCWELL0$00.00%
450WESTERN ASSET HIGH INCOME OPHIO0$00.00%
451WESTERN ASSET HIGH YIELD DEFHYI0$00.00%
452WEYERHAEUSER CO MTN BEWY0$00.00%
453WILLIAMS COS INC9694571000$00.00%
454WILLIAMS SONOMA INCWSM0$00.00%
455SELECT SECTOR SPDR TR81369Y8030$00.00%
456WISDOMTREE TRWT0$00.00%
457WK KELLOGG CO92942W1070$00.00%
458WORKDAY INCWDAY0$00.00%
459WORLD GOLD TRGLDW0$00.00%
460WP CAREY INC92936U1090$00.00%
461XYLEM INCXYL0$00.00%
462YUM BRANDS INCYUM0$00.00%
463ZEBRA TECHNOLOGIES CORPORATIZBRA0$00.00%
464ZOETIS INCZTS0$00.00%
465BERKSHIRE HATHAWAY INC DELBRK-A0$00.00%
466BEST BUY INCBBY0$00.00%
467BIOGEN INCBIIB0$00.00%
468BLACKROCK ETF TRUSTBLK0$00.00%
469FIDELITY COVINGTON TRUST3160928080$00.00%
470FIDELITY MERRIMACK STR TR3161881010$00.00%
471FIDELITY MERRIMACK STR TR3161883090$00.00%
472FIDELITY NATIONAL FINANCIALFNF0$00.00%
473FIRST CTZNS BANCSHARES INC N31946M1030$00.00%
474FIRST HAWAIIAN INCFHB0$00.00%
475SELECT SECTOR SPDR TR81369Y1000$00.00%
476FIRST TR EXCH TRADED FD III33739P8550$00.00%
477FIRST TR EXCH TRADED FD III33739P1030$00.00%
478FIRST TR EXCH TRADED FD III33739P1030$00.00%
479MOTOROLA SOLUTIONS INCMSI0$00.00%
480FIRST TR EXCH TRADED FD III33739E1080$00.00%
481FIRST TR EXCH TRADED FD III33739E1080$00.00%
482FIRST TR EXCH TRD ALPHDX FD33737J1740$00.00%
483FIRST TR EXCH TRD ALPHDX FD33737J1740$00.00%
484FIRST TR EXCH TRD ALPHDX FD33737J1820$00.00%
485FIRST TR EXCH TRD ALPHDX FD33737J1820$00.00%
486FIRST TR EXCH TRD ALPHDX FD33737J1170$00.00%
487FIRST TR EXCH TRD ALPHDX FD33737J1170$00.00%
488FIRST TR EXCH TRD ALPHDX FD33737J1580$00.00%
489FIRST TR EXCH TRD ALPHDX FD33737J1580$00.00%
490FIRST TR EXCHANGE TRAD FD VI33740Y1010$00.00%
491FIRST TR EXCHANGE TRAD FD VI33740Y1010$00.00%
492FIRST TR EXCHANGE TRAD FD VI33739H1010$00.00%
493FIRST TR EXCHANGE TRAD FD VI33739H1010$00.00%
494FIRST TR EXCHANGE TRADED FD33734X1430$00.00%
495FIRST TR EXCHANGE TRADED FD33734X1430$00.00%
496FIRST TR EXCHANGE-TRADED FD33733E1040$00.00%
497FIRST TR EXCHANGE-TRADED FD33733E1040$00.00%
498FIRST TR EXCHANGE-TRADED FD33733E3020$00.00%
499FIRST TR EXCHANGE-TRADED FD33733E3020$00.00%
500SELECT SECTOR SPDR TR81369Y8860$00.00%