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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

Merit Financial Group, LLC

Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001621225-26-000003

Total Value
$12.61B
Positions
27,856
Other Managers
13
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736810,794$395.6M3.69%
2GMO ETF TRUST90139K1007,481,446$287.7M2.68%
3ISHARES TR4642876711,621,137$272.3M2.54%
4ISHARES TR4642876632,590,945$265.7M2.48%
5VANGUARD WORLD FD921910816628,710$259.5M2.42%
6APPLE INCAAPL752,194$204.5M1.91%
7ISHARES TR464287200282,704$193.6M1.80%
8VANGUARD INDEX FDS922908744963,817$184.1M1.72%
9VANGUARD WORLD FD9219108401,254,151$177.0M1.65%
10BLACKROCK ETF TRUSTBLK2,907,938$176.8M1.65%
11ISHARES INC46434G1032,576,533$173.2M1.61%
12VANGUARD INDEX FDS922908363267,594$167.8M1.56%
13SPDR SERIES TRUST78464A6725,755,742$166.0M1.55%
14ISHARES TR4642888772,263,003$161.6M1.51%
15MICROSOFT CORPMSFT302,430$146.3M1.36%
16AMERICAN CENTY ETF TR0250721741,943,664$142.9M1.33%
17NVIDIA CORPORATIONNVDA736,695$137.4M1.28%
18VICTORY PORTFOLIOS II92647N5352,598,595$132.1M1.23%
19VICTORY PORTFOLIOS II92647X8635,819,285$128.0M1.19%
20ISHARES TR4642885881,270,530$121.0M1.13%
21BLACKROCK ETF TRUST IIBLK2,206,456$116.4M1.09%
22SPDR INDEX SHS FDS78463X8483,184,610$114.4M1.07%
23INVESCO QQQ TRIVZ175,154$107.6M1.00%
24VICTORY PORTFOLIOS II92647X8302,634,296$103.7M0.97%
25VANGUARD INDEX FDS922908769302,630$101.5M0.95%
26AMAZON COM INCAMZN397,553$91.8M0.86%
27ISHARES TR46432F339461,846$91.7M0.86%
28VANGUARD INDEX FDS922908629308,958$89.7M0.84%
29ALPHABET INCGOOG283,230$88.7M0.83%
30CAPITAL GROUP CORE EQUITY ET14020V1082,193,385$88.2M0.82%
31CAPITAL GROUP GROWTH ETF14020G1011,802,176$80.1M0.75%
32JANUS DETROIT STR TR47103U8451,575,246$79.7M0.74%
33CAPITAL GROUP DIVIDEND VALUE14020W1061,739,077$75.9M0.71%
34ISHARES TR46432F396303,047$75.9M0.71%
35VANGUARD BD INDEX FDS9219378351,010,933$74.9M0.70%
36VANGUARD INDEX FDS922908751285,850$73.7M0.69%
37BLACKROCK ETF TRUSTBLK2,166,434$72.1M0.67%
38ISHARES TR4642886201,322,025$68.4M0.64%
39BLACKROCK ETF TRUSTBLK1,773,257$68.4M0.64%
40UNITED PARCEL SERVICE INCUPS685,068$68.0M0.63%
41ISHARES TR46429B2672,521,555$58.1M0.54%
42VANGUARD SCOTTSDALE FDS92206C7711,229,609$57.9M0.54%
43VANGUARD TAX-MANAGED FDS921943858923,184$57.7M0.54%
44SCHWAB STRATEGIC TR8085243001,731,654$56.5M0.53%
45BERKSHIRE HATHAWAY INC DELBRK-A110,083$55.3M0.52%
46META PLATFORMS INCMETA83,262$55.0M0.51%
47SPDR SERIES TRUST78464A409510,584$54.5M0.51%
48CAPITAL GRP FIXED INCM ETF T14020Y1022,386,398$54.0M0.50%
49CAPITAL GRP FIXED INCM ETF T14020Y5082,035,628$54.0M0.50%
50ISHARES TR46432F842587,620$52.6M0.49%
51ISHARES GOLD TRIAU646,634$52.5M0.49%
52ALPHABET INCGOOG163,946$51.4M0.48%
53BROADCOM INCAVGO147,037$50.9M0.47%
54SPDR S&P 500 ETF TRSPY73,661$50.2M0.47%
55CAPITAL GRP FIXED INCM ETF T14020Y4091,910,928$49.7M0.46%
56SCHWAB STRATEGIC TR8085248621,884,932$45.9M0.43%
57JPMORGAN CHASE & CO.VYLD140,659$45.3M0.42%
58SCHWAB STRATEGIC TR8085247971,555,724$42.7M0.40%
59VANGUARD WHITEHALL FDS921946406277,342$39.8M0.37%
60CAPITAL GROUP EQUITY ETF TR14022A1021,360,431$39.2M0.37%
61ISHARES TR46435G672779,541$39.0M0.36%
62GLOBAL X FDS37960A529593,605$38.5M0.36%
63EXXON MOBIL CORPXOM314,266$37.8M0.35%
64CAPITAL GROUP INTERNATIONAL14021T1021,114,156$36.2M0.34%
65FIRST TR EXCH TRADED FD III33739P8551,852,546$35.9M0.33%
66SPDR SERIES TRUST78464A854440,091$35.3M0.33%
67TESLA INCTSLA77,877$35.0M0.33%
68ELI LILLY & COLLY31,863$34.2M0.32%
69JOHNSON & JOHNSONJNJ157,189$32.5M0.30%
70WALMART INCWMT276,253$30.8M0.29%
71VANGUARD INDEX FDS922908611141,810$30.0M0.28%
72SPDR SERIES TRUST78468R663322,727$29.5M0.27%
73CAPITAL GRP FIXED INCM ETF T14020Y8881,117,817$28.3M0.26%
74ISHARES TR464287309227,000$28.0M0.26%
75COSTCO WHSL CORP NEW22160K10532,203$27.8M0.26%
76ISHARES TR464287804229,913$27.6M0.26%
77ISHARES TR46428710179,796$27.4M0.26%
78NEOS ETF TRUST78433H675505,562$27.2M0.25%
79VISA INCV75,166$26.4M0.25%
80ISHARES TR46436E8411,169,742$26.3M0.25%
81CAPITAL GROUP INTERNATIONAL14021M107748,715$26.1M0.24%
82PALANTIR TECHNOLOGIES INCPLTR143,675$25.5M0.24%
83ISHARES TR464288240365,464$24.5M0.23%
84PACER FDS TR69374H105439,212$24.4M0.23%
85VANGUARD INDEX FDS92290859580,743$24.4M0.23%
86SPDR SERIES TRUST78464A375711,579$24.1M0.22%
87FIDELITY COVINGTON TRUST316092782332,824$24.1M0.22%
88SCHWAB STRATEGIC TR808524409802,671$23.8M0.22%
89VANGUARD ADMIRAL FDS INC92193250553,221$23.7M0.22%
90SCHWAB STRATEGIC TR808524771869,054$23.6M0.22%
91ISHARES TR46434V613505,108$23.5M0.22%
92ISHARES TR46428943884,547$23.4M0.22%
93ISHARES TR464288885204,967$23.3M0.22%
94HOME DEPOT INCHD66,627$22.9M0.21%
95NEOS ETF TRUST78433H303425,441$22.3M0.21%
96CATERPILLAR INCCAT38,221$21.9M0.20%
97BANK FIRST CORPBFC177,291$21.6M0.20%
98ISHARES TR46428740899,825$21.2M0.20%
99ISHARES TR46435G219463,296$21.2M0.20%
100BROADCOM INCAVGO60,000$20.8M0.19%
101SPDR INDEX SHS FDS78463X889461,749$20.5M0.19%
102ISHARES TR46428761442,987$20.3M0.19%
103INVESCO EXCH TRADED FD TR IIIVZ175,248$20.1M0.19%
104DIMENSIONAL ETF TRUST25434V708500,808$19.8M0.18%
105PROCTER AND GAMBLE CO742718109136,358$19.5M0.18%
106SCHWAB STRATEGIC TR808524201725,392$19.5M0.18%
107VANGUARD SCOTTSDALE FDS92206C680159,448$19.4M0.18%
108RTX CORPORATIONRTX104,161$19.1M0.18%
109ISHARES TR46428772194,438$18.9M0.18%
110ABBVIE INCABBV81,501$18.6M0.17%
111AMPLIFY ETF TR032108409411,316$18.3M0.17%
112GE AEROSPACE36960430159,224$18.2M0.17%
113PHILIP MORRIS INTL INC718172109113,150$18.1M0.17%
114SCHWAB STRATEGIC TR808524607636,337$18.1M0.17%
115AMPLIFY ETF TR032108524622,854$18.1M0.17%
116ISHARES TR464288414165,690$17.7M0.17%
117CHEVRON CORP NEWCVX116,117$17.7M0.16%
118FIRST TR EXCHANGE-TRADED FD33738D879673,128$17.7M0.16%
119TIDAL TRUST III45259A514934,855$17.5M0.16%
120NVIDIA CORPORATIONNVDA93,786$17.5M0.16%
121FIRST TR EXCH TRADED FD III33739P103244,294$17.3M0.16%
122SELECT SECTOR SPDR TR81369Y803117,520$16.9M0.16%
123MASTERCARD INCORPORATEDMA29,394$16.8M0.16%
124GOLDMAN SACHS GROUP INCGSCE18,799$16.5M0.15%
125VANGUARD SPECIALIZED FUNDS92190884475,018$16.5M0.15%
126NVIDIA CORPORATIONNVDA87,440$16.3M0.15%
127CAPITAL GROUP NEW GEOGRAPHY14021N105508,723$16.2M0.15%
128SELECT SECTOR SPDR TR81369Y605295,233$16.2M0.15%
129SPDR SERIES TRUST78468R853340,263$15.9M0.15%
130CISCO SYS INCCSCO204,406$15.7M0.15%
131VANGUARD WORLD FD92204A70220,639$15.6M0.15%
132ISHARES TR464287150103,932$15.5M0.14%
133ETFS GOLD TR00326A104376,004$15.4M0.14%
134VANGUARD ADMIRAL FDS INC92193270374,829$15.3M0.14%
135MCKESSON CORPMCK18,288$15.0M0.14%
136FASTENAL COFAST373,665$15.0M0.14%
137VANECK ETF TRUST92189F67640,834$14.7M0.14%
138SPDR GOLD TRGLD37,002$14.7M0.14%
139FIRST TR EXCHANGE TRADED FD33738R506208,348$14.5M0.13%
140J P MORGAN EXCHANGE TRADED F46641Q159311,542$14.4M0.13%
141APPLE INCAAPL53,035$14.4M0.13%
142MORGAN STANLEYMS-PQ80,712$14.3M0.13%
143VANGUARD MUN BD FDS922907746282,439$14.2M0.13%
144PROCTER AND GAMBLE CO74271810998,800$14.2M0.13%
145AMERICAN EXPRESS COAXP38,213$14.1M0.13%
146COCA COLA COKO201,851$14.1M0.13%
147WELLS FARGO CO NEW949746101151,385$14.1M0.13%
148MICROSOFT CORPMSFT28,851$14.0M0.13%
149ORACLE CORPORCL-PD70,922$13.8M0.13%
150INVESCO EXCH TRD SLF IDX FDIVZ239,878$13.7M0.13%
151SPDR INDEX SHS FDS78463X509290,732$13.6M0.13%
152ISHARES TR46429B655266,228$13.5M0.13%
153INVESCO EXCH TRADED FD TR IIIVZ53,503$13.5M0.13%
154WISDOMTREE TRWT268,371$13.5M0.13%
155BLACKROCK INCBLK12,501$13.4M0.12%
156PEPSICO INCPEP93,207$13.4M0.12%
157S&P GLOBAL INCSPGI25,174$13.2M0.12%
158ISHARES TR464287226131,578$13.1M0.12%
159ISHARES TR46429B697137,991$13.0M0.12%
160J P MORGAN EXCHANGE TRADED F46654Q591244,147$12.8M0.12%
161INTERNATIONAL BUSINESS MACHSINTR42,144$12.5M0.12%
162ISHARES TR464288158116,978$12.5M0.12%
163NETFLIX INCNFLX132,451$12.4M0.12%
164DBX ETF TR233051200255,184$12.3M0.11%
165BOSTON SCIENTIFIC CORPBSX128,460$12.2M0.11%
166FIRST TR EXCHANGE-TRADED FD33734H106261,096$12.0M0.11%
167VANGUARD INTL EQUITY INDEX F922042858221,225$11.9M0.11%
168SELECT SECTOR SPDR TR81369Y506265,457$11.9M0.11%
169SPDR DOW JONES INDL AVERAGE78467X10924,472$11.8M0.11%
170TAIWAN SEMICONDUCTOR MFG LTD87403910038,681$11.8M0.11%
171HONEYWELL INTL INC43851610658,360$11.4M0.11%
172BERKSHIRE HATHAWAY INC DELBRK-A15$11.3M0.11%
173ISHARES TR46428762230,231$11.3M0.11%
174UNITED PARCEL SERVICE INCUPS112,143$11.1M0.10%
175SPDR SERIES TRUST78464A508195,699$11.1M0.10%
176TEXAS INSTRS INC88250810463,248$11.0M0.10%
177ISHARES TR46428876050,902$10.9M0.10%
178MCDONALDS CORPMCD35,646$10.9M0.10%
179FORTINET INCFTNT136,877$10.9M0.10%
180APPLE INCAAPL39,892$10.8M0.10%
181INVESCO EXCHANGE TRADED FD TIVZ105,797$10.8M0.10%
182ISHARES TR46435G326130,879$10.8M0.10%
183J P MORGAN EXCHANGE TRADED F46641Q837213,085$10.8M0.10%
184GENERAL DYNAMICS CORPGD31,907$10.7M0.10%
185SPDR SERIES TRUST78468R101366,209$10.7M0.10%
186SLIDE INS HLDGS INC831349105550,172$10.7M0.10%
187APPLE INCAAPL39,346$10.7M0.10%
188BANK AMERICA CORP060505104194,421$10.7M0.10%
189AMERICAN CENTY ETF TR025072877104,726$10.7M0.10%
190FIRST TR EXCHANGE-TRADED FD33733E104112,162$10.4M0.10%
191J P MORGAN EXCHANGE TRADED F46641Q332180,974$10.4M0.10%
192ABRDN SILVER ETF TRUSTSIVR149,453$10.1M0.09%
193BLACKROCK MUN TARGET TERM TRBLK442,535$10.1M0.09%
194SPDR SERIES TRUST78464A63141,676$10.1M0.09%
195AT&T INCT-PC398,182$9.9M0.09%
196PAYPAL HLDGS INCPYPL168,382$9.8M0.09%
197MERCK & CO INCMRK92,435$9.7M0.09%
198ADVANCED MICRO DEVICES INCAMD45,406$9.7M0.09%
199SYNOPSYS INCSNPS20,217$9.5M0.09%
200FIRST TR EXCHANGE TRADED FD33734X846132,733$9.5M0.09%
201ISHARES TR46434V878185,899$9.4M0.09%
202QUALCOMM INCQCOM54,815$9.4M0.09%
203EATON CORP PLCETN29,072$9.3M0.09%
204WISDOMTREE TRWT103,449$9.3M0.09%
205UNION PAC CORPUNP39,838$9.2M0.09%
206J P MORGAN EXCHANGE TRADED F46641Q761142,754$9.0M0.08%
207ALTRIA GROUP INCMO156,185$9.0M0.08%
208LOWES COS INC54866110737,262$9.0M0.08%
209ABBOTT LABSABLZF71,055$8.9M0.08%
210WISDOMTREE TRWT213,386$8.9M0.08%
211CAPITAL GRP FIXED INCM ETF T14020Y706348,189$8.8M0.08%
212PACER FDS TR69374H881146,578$8.8M0.08%
213SSGA ACTIVE ETF TR78467V608213,685$8.8M0.08%
214ADOBE INCADBE25,106$8.8M0.08%
215VANGUARD WORLD FD92204A50430,381$8.7M0.08%
216VEEVA SYS INCVEEV39,018$8.7M0.08%
217VANGUARD WHITEHALL FDS92194679496,608$8.7M0.08%
218MICROSOFT CORPMSFT17,942$8.7M0.08%
219AMERICAN CENTY ETF TR025072604112,563$8.7M0.08%
220CAPITAL GROUP CORE BALANCED14021D107243,314$8.6M0.08%
221FIDELITY COVINGTON TRUST31609A503234,659$8.5M0.08%
222INVESCO EXCH TRADED FD TR IIIVZ134,599$8.4M0.08%
223LITMAN GREGORY FDS TR53700T827293,283$8.2M0.08%
224CHUBB LIMITEDCB26,203$8.2M0.08%
225SPDR SERIES TRUST78464A82187,325$8.1M0.08%
226TJX COS INC NEW87254010952,082$8.0M0.07%
227BLACKSTONE INCBX51,631$8.0M0.07%
228KLA CORPKLAC6,511$7.9M0.07%
229VANGUARD BD INDEX FDS921937819100,357$7.8M0.07%
230ROYAL BK CDA78008710245,729$7.8M0.07%
231CUMMINS INCCMI15,251$7.8M0.07%
232MICRON TECHNOLOGY INCMU27,164$7.8M0.07%
233AMERICAN HEALTHCARE REIT INCAHR163,423$7.7M0.07%
234VANGUARD STAR FDS921909768100,294$7.6M0.07%
235PIMCO ETF TR72201R585283,470$7.6M0.07%
236ILLINOIS TOOL WKS INC45230810930,702$7.6M0.07%
237ISHARES TR46435UAA9302,613$7.3M0.07%
238SALESFORCE INCCRM27,691$7.3M0.07%
239LAM RESEARCH CORPLRCX42,849$7.3M0.07%
240ARISTA NETWORKS INCANET55,678$7.3M0.07%
241AMAZON COM INCAMZN31,417$7.3M0.07%
242BOEING COBA-PA33,290$7.2M0.07%
243BANK NEW YORK MELLON CORP06405810062,148$7.2M0.07%
244SOUTHERN COSOMN82,325$7.2M0.07%
245VANGUARD INTL EQUITY INDEX F92204274250,667$7.1M0.07%
246AMPLIFY ETF TR032108516321,816$7.1M0.07%
247INVESCO EXCHANGE TRADED FD TIVZ94,508$7.1M0.07%
248CAPITAL GROUP DIVIDEND GROWE14021L109198,713$7.1M0.07%
249LOCKHEED MARTIN CORPLMT14,640$7.1M0.07%
250ISHARES TR46428944641,493$7.1M0.07%
251ALPHABET INCGOOG22,600$7.1M0.07%
252BROADCOM INCAVGO20,386$7.1M0.07%
253SELECT SECTOR SPDR TR81369Y85259,647$7.0M0.07%
254ISHARES TR46435GAA0289,005$7.0M0.07%
255SCHWAB STRATEGIC TR808524805289,852$7.0M0.06%
256SELECT SECTOR SPDR TR81369Y70444,834$7.0M0.06%
257ISHARES TR46434V621100,121$7.0M0.06%
258ISHARES TR46428712773,485$6.9M0.06%
259BNY MELLON ETF TRUST II05613H100238,568$6.9M0.06%
260CITIGROUP INCC-PR59,193$6.9M0.06%
261AXON ENTERPRISE INCAXON12,043$6.8M0.06%
262FIRST TR EXCHANGE TRADED FD33738R70469,389$6.8M0.06%
263J P MORGAN EXCHANGE TRADED F46641Q647134,949$6.8M0.06%
264ISHARES TR46428841463,067$6.8M0.06%
265DISNEY WALT CO25468710659,361$6.8M0.06%
266ISHARES TR464287507101,502$6.7M0.06%
267UNITEDHEALTH GROUP INCUNH20,277$6.7M0.06%
268THERMO FISHER SCIENTIFIC INCTMO11,511$6.7M0.06%
269T-MOBILE US INCTMUSZ32,839$6.7M0.06%
270AMGEN INCAMGN20,304$6.6M0.06%
271SPDR SERIES TRUST78464A76347,730$6.6M0.06%
272SCHWAB STRATEGIC TR808524839283,848$6.6M0.06%
273AFLAC INCAFL59,987$6.6M0.06%
274AMERICAN CENTY ETF TR02507280270,356$6.6M0.06%
275SPDR SERIES TRUST78468R408257,647$6.5M0.06%
276LINDE PLCLIN15,202$6.5M0.06%
277VANGUARD BD INDEX FDS92193782781,943$6.5M0.06%
278APPLIED MATLS INC03822210524,988$6.4M0.06%
279ISHARES TR46435G42542,968$6.4M0.06%
280CAPITAL GRP FIXED INCM ETF T14020Y300231,149$6.4M0.06%
281SELECT SECTOR SPDR TR81369Y100140,155$6.4M0.06%
282STRYKER CORPORATIONSYK18,037$6.3M0.06%
283SCHWAB STRATEGIC TR808524508210,346$6.3M0.06%
284VANECK ETF TRUST92189H409123,355$6.3M0.06%
285FIRST TR EXCHNG TRADED FD VI33740F755183,840$6.3M0.06%
286SELECT SECTOR SPDR TR81369Y40752,519$6.3M0.06%
287AMAZON COM INCAMZN27,121$6.3M0.06%
288BROADCOM INCAVGO18,051$6.2M0.06%
289VANGUARD WHITEHALL FDS92194688592,586$6.2M0.06%
290NVR INCNVR854$6.2M0.06%
291CAPITAL ONE FINL CORP14040H10525,341$6.1M0.06%
292COPART INCCPRT155,937$6.1M0.06%
293WEC ENERGY GROUP INCWEC57,869$6.1M0.06%
294VANGUARD WORLD FD92204A88431,357$6.1M0.06%
295INVESCO EXCHANGE TRADED FD TIVZ51,355$6.1M0.06%
296ISHARES TR46435U79667,483$6.1M0.06%
297VANGUARD CHARLOTTE FDS92203J407124,933$6.0M0.06%
298STARBUCKS CORPSBUX71,374$6.0M0.06%
299GE VERNOVA INCGEV9,179$6.0M0.06%
300VANGUARD MUN BD FDS92290773859,277$6.0M0.06%
301NICOLET BANKSHARES INCNIC49,214$6.0M0.06%
302ISHARES TR46428851373,928$6.0M0.06%
303NORTHROP GRUMMAN CORPNOC10,400$5.9M0.06%
304VANGUARD WORLD FD92204A40544,314$5.9M0.06%
305SEI EXCHANGE TRADED FUNDS81589A809233,965$5.8M0.05%
306WISDOMTREE TRWT132,237$5.8M0.05%
307VANGUARD INDEX FDS92290851232,785$5.8M0.05%
308SPDR SERIES TRUST78468R200188,038$5.8M0.05%
309WISDOMTREE TRWT146,326$5.7M0.05%
310AMERICAN ELEC PWR CO INC02553710149,470$5.7M0.05%
311ARES CAPITAL CORPARCC281,590$5.7M0.05%
312SPDR S&P MIDCAP 400 ETF TRMDY9,435$5.7M0.05%
313ISHARES TR46428711954,639$5.7M0.05%
314AUTOMATIC DATA PROCESSING INADP22,079$5.7M0.05%
315APPLOVIN CORPAPP8,426$5.7M0.05%
316ISHARES TR46429B68965,755$5.7M0.05%
317DEERE & CODE12,174$5.7M0.05%
318PIMCO ETF TR72201R83356,215$5.6M0.05%
319ISHARES TR46428745767,804$5.6M0.05%
320INVESCO EXCH TRADED FD TR IIIVZ47,014$5.6M0.05%
321DUKE ENERGY CORP NEWDUKB47,747$5.6M0.05%
322ISHARES TR46435U515219,749$5.6M0.05%
323VANGUARD INDEX FDS92290853819,723$5.5M0.05%
324VERIZON COMMUNICATIONS INCVZ133,782$5.4M0.05%
325ISHARES TR46428724249,410$5.4M0.05%
326ISHARES U S ETF TR46431W838107,594$5.4M0.05%
327ISHARES TR46434V407125,882$5.4M0.05%
328PNC FINL SVCS GROUP INC69347510525,791$5.4M0.05%
329VANGUARD INDEX FDS92290863717,099$5.4M0.05%
330ISHARES TR46435G10253,897$5.3M0.05%
331VANGUARD SCOTTSDALE FDS92206C87063,342$5.3M0.05%
332PUTNAM ETF TRUST746729300115,056$5.2M0.05%
333JPMORGAN CHASE & CO.VYLD16,239$5.2M0.05%
334MERCK & CO INCMRK49,664$5.2M0.05%
335VANGUARD WORLD FD92204A10813,269$5.2M0.05%
336VANGUARD SCOTTSDALE FDS92206C10288,691$5.2M0.05%
337TRACTOR SUPPLY COTSCO104,116$5.2M0.05%
338VANGUARD WELLINGTON FD92193550826,873$5.1M0.05%
339SPDR SERIES TRUST78464A284205,736$5.1M0.05%
340SCHWAB CHARLES CORPSCHW-PJ51,326$5.1M0.05%
341PALO ALTO NETWORKS INCPANW27,807$5.1M0.05%
342VANGUARD INDEX FDS92290865224,388$5.1M0.05%
343UBER TECHNOLOGIES INCUBER62,227$5.1M0.05%
344BOOKING HOLDINGS INCBKNG949$5.1M0.05%
345ISHARES TR46428748136,942$5.1M0.05%
346CENTENE CORP DELCNC122,682$5.0M0.05%
347INVESCO EXCH TRADED FD TR IIIVZ237,925$5.0M0.05%
348BLACKROCK ETF TRUST IIBLK102,420$5.0M0.05%
349HERSHEY COHSY27,317$5.0M0.05%
350META PLATFORMS INCMETA7,528$5.0M0.05%
351ISHARES TR46429B66340,849$5.0M0.05%
352CHUBB LIMITEDCB15,793$4.9M0.05%
353MEDTRONIC PLCMDT51,109$4.9M0.05%
354COMFORT SYS USA INC1999081045,233$4.9M0.05%
355GILEAD SCIENCES INCGILD39,763$4.9M0.05%
356ISHARES TR46428765519,710$4.9M0.05%
357NEXTERA ENERGY INCNEE-PW59,654$4.8M0.04%
358VANGUARD INDEX FDS92290855354,009$4.8M0.04%
359PAYLOCITY HLDG CORPPCTY31,288$4.8M0.04%
360BRISTOL-MYERS SQUIBB COCELG-RI87,835$4.7M0.04%
361GENERAL MTRS CO37045V10058,095$4.7M0.04%
362CAPITAL GROUP GLOBAL EQUITY14020R107149,261$4.7M0.04%
363ISHARES TR46428784628,465$4.7M0.04%
364PG&E CORPPCG-PX291,114$4.7M0.04%
365INTUITIVE SURGICAL INCISRG8,255$4.7M0.04%
366WELLTOWER INCWELL25,163$4.7M0.04%
367VANGUARD INDEX FDS9229083637,427$4.7M0.04%
368EXPEDIA GROUP INCEXPE16,338$4.6M0.04%
369ATLASSIAN CORPORATIONTEAM28,540$4.6M0.04%
370PFIZER INCPFE185,384$4.6M0.04%
371ISHARES TR46428865345,036$4.6M0.04%
372CONOCOPHILLIPSCOP48,799$4.6M0.04%
373INTUITINTU6,883$4.6M0.04%
374SPDR S&P 500 ETF TRSPY296,300$4.6M0.04%
375PALANTIR TECHNOLOGIES INCPLTR25,441$4.5M0.04%
376VANGUARD SCOTTSDALE FDS92206C40956,712$4.5M0.04%
377ALPHABET INCGOOG14,397$4.5M0.04%
378ISHARES TR46428722645,199$4.5M0.04%
379META PLATFORMS INCMETA6,809$4.5M0.04%
380INTEL CORPINTC121,425$4.5M0.04%
381SANOFI SASNYNF92,383$4.5M0.04%
382GE AEROSPACE36960430114,509$4.5M0.04%
383SCHWAB STRATEGIC TR80852475598,822$4.5M0.04%
384ISHARES TR46428815841,500$4.4M0.04%
385TESLA INCTSLA9,817$4.4M0.04%
386ISHARES INC46434G76460,685$4.4M0.04%
387SELECT SECTOR SPDR TR81369Y20928,456$4.4M0.04%
388JOHN HANCOCK EXCHANGE TRADED47804J859105,576$4.4M0.04%
389ACCENTURE PLC IRELANDACN16,279$4.4M0.04%
390SEI EXCHANGE TRADED FUNDS81589A304105,043$4.4M0.04%
391SEI EXCHANGE TRADED FUNDS81589A20593,983$4.3M0.04%
392DANAHER CORPORATION23585110218,894$4.3M0.04%
393WALMART INCWMT38,748$4.3M0.04%
394PEPSICO INCPEP30,015$4.3M0.04%
395ANALOG DEVICES INCADI15,703$4.3M0.04%
396ISHARES TR46428759820,205$4.2M0.04%
397SHOPIFY INCSHOP26,375$4.2M0.04%
398ATMOS ENERGY CORPATO25,191$4.2M0.04%
399MOODYS CORPMCO8,262$4.2M0.04%
400NUVEEN AMT FREE QLTY MUN INCNU361,212$4.2M0.04%
401PNC FINL SVCS GROUP INC69347510520,066$4.2M0.04%
402ARISTA NETWORKS INCANET31,614$4.1M0.04%
403SPDR SERIES TRUST78468R606174,437$4.1M0.04%
404JOHNSON CTLS INTL PLCG5150210534,439$4.1M0.04%
405ISHARES TR46428828142,648$4.1M0.04%
406CONSTELLATION ENERGY CORPCEG11,606$4.1M0.04%
407ISHARES TR46428882884,867$4.1M0.04%
408T ROWE PRICE ETF INC87283Q867106,091$4.1M0.04%
409NOVARTIS AGNVSEF29,351$4.0M0.04%
410INNOVATOR ETFS TRUSTINHD81,127$4.0M0.04%
411VANGUARD INDEX FDS92290863712,809$4.0M0.04%
412SCHWAB STRATEGIC TR808524102152,060$4.0M0.04%
413GLOBAL X FDS37954Y67383,424$4.0M0.04%
414WILLIAMS COS INC96945710065,756$4.0M0.04%
415ISHARES TR46436E71839,140$3.9M0.04%
416CENCORA INCCOR11,626$3.9M0.04%
417ISHARES TR46428752312,913$3.9M0.04%
418PACER FDS TR69374H568119,961$3.9M0.04%
419MARRIOTT INTL INC NEW57190320212,484$3.9M0.04%
420ISHARES TR46436E205162,307$3.8M0.04%
421DIMENSIONAL ETF TRUST25434V50054,518$3.8M0.04%
422ISHARES TR46436E40355,718$3.8M0.04%
423ALPHABET INCGOOG12,104$3.8M0.04%
424EDISON INTL28102010762,840$3.8M0.04%
425INVESCO EXCHANGE TRADED FD TIVZ29,395$3.8M0.04%
426TESLA INCTSLA8,353$3.8M0.04%
427WORLD GOLD TRGLDW43,916$3.7M0.03%
428ETF SER SOLUTIONS26922A32163,539$3.7M0.03%
429GRAYSCALE BITCOIN MINI TR ET38993020796,546$3.7M0.03%
430ALLSTATE CORPALL-PJ17,868$3.7M0.03%
431MORGAN STANLEY ETF TRUSTMS-PQ71,698$3.7M0.03%
432DIMENSIONAL ETF TRUST25434V80773,730$3.7M0.03%
433WISDOMTREE TRWT71,754$3.7M0.03%
434WISDOMTREE TRWT64,594$3.7M0.03%
435ISHARES BITCOIN TRUST ETFIBIT73,996$3.7M0.03%
436ROBLOX CORPRBLX45,290$3.7M0.03%
437VANECK ETF TRUST92189H300141,042$3.6M0.03%
438INTEL CORPINTC97,522$3.6M0.03%
439ISHARES INC46428652530,277$3.6M0.03%
440DIREXION SHS ETF TR25459W45885,333$3.6M0.03%
441AIRBNB INCABNB26,285$3.6M0.03%
442SMARTSTOP SELF STORAG REIT I83192D402114,800$3.6M0.03%
443SNOWFLAKE INCSNOW16,148$3.5M0.03%
444SPDR SERIES TRUST78464A20137,596$3.5M0.03%
445UNITED THERAPEUTICS CORP DELUTHR7,168$3.5M0.03%
446T ROWE PRICE ETF INC87283Q20677,152$3.5M0.03%
447INVESCO EXCHANGE TRADED FD TIVZ25,139$3.5M0.03%
448VANGUARD WORLD FD92204A20716,383$3.5M0.03%
449DIMENSIONAL ETF TRUST25434V58363,904$3.5M0.03%
450ZOOM COMMUNICATIONS INCZM40,007$3.5M0.03%
451MICRON TECHNOLOGY INCMU12,076$3.4M0.03%
452NRG ENERGY INCNRG21,522$3.4M0.03%
453INVESCO EXCHANGE TRADED FD TIVZ21,821$3.4M0.03%
454MONDELEZ INTL INC60920710563,455$3.4M0.03%
455AMPHENOL CORP NEW03209510125,244$3.4M0.03%
456GE VERNOVA INCGEV5,210$3.4M0.03%
457SYSCO CORPSYY46,017$3.4M0.03%
458VERTEX PHARMACEUTICALS INCVRTX7,461$3.4M0.03%
459FEDEX CORPFDX11,697$3.4M0.03%
460SERVICENOW INCNOW22,049$3.4M0.03%
461INVESCO EXCH TRADED FD TR IIIVZ47,148$3.4M0.03%
462BRISTOL-MYERS SQUIBB COCELG-RI62,032$3.3M0.03%
463WISDOMTREE TRWT39,419$3.3M0.03%
464TRAVELERS COMPANIES INCTRV11,530$3.3M0.03%
465ISHARES TR46428857025,949$3.3M0.03%
466VERISIGN INCVRSN13,658$3.3M0.03%
467AMPHENOL CORP NEW03209510124,412$3.3M0.03%
468BLACKROCK ETF TRUSTBLK44,223$3.3M0.03%
469WISDOMTREE TRWT47,431$3.3M0.03%
470FIDELITY COVINGTON TRUST31609284057,386$3.3M0.03%
471GRAYSCALE BITCOIN TRUST ETFGBTC47,418$3.2M0.03%
472PROSHARES TR74347B68038,210$3.2M0.03%
473DELL TECHNOLOGIES INCDELL25,520$3.2M0.03%
474INCYTE CORPINCY32,452$3.2M0.03%
475CITIGROUP INCC-PR27,404$3.2M0.03%
476BERKSHIRE HATHAWAY INC DELBRK-A6,338$3.2M0.03%
477CHECK POINT SOFTWARE TECH LTM2246510417,163$3.2M0.03%
478FIRST TR EXCHANGE TRADED FD33738R60550,402$3.2M0.03%
479BOOKING HOLDINGS INCBKNG591$3.2M0.03%
480ASML HOLDING N VASMLF2,932$3.1M0.03%
481VANGUARD SCOTTSDALE FDS92206C70651,714$3.1M0.03%
482TAPESTRY INCTPR24,153$3.1M0.03%
483GOLDMAN SACHS ETF TRNVGLF36,169$3.1M0.03%
484CRH PLCCRH24,656$3.1M0.03%
485VANGUARD INDEX FDS9229087366,292$3.1M0.03%
486GOLDMAN SACHS ETF TRNVGLF23,139$3.1M0.03%
487FRANKLIN TEMPLETON ETF TRFGDL54,242$3.1M0.03%
488CAPITAL GROUP GBL GROWTH EQT14020X10486,965$3.0M0.03%
489INVESCO EXCHANGE TRADED FD TIVZ15,707$3.0M0.03%
490COLGATE PALMOLIVE COCL38,065$3.0M0.03%
491MICROSOFT CORPMSFT6,188$3.0M0.03%
492CAPITAL ONE FINL CORP14040H10512,273$3.0M0.03%
493WISDOMTREE TRWT64,227$3.0M0.03%
494GENERAL MTRS CO37045V10036,460$3.0M0.03%
495ISHARES TR46428777032,094$3.0M0.03%
496DIMENSIONAL ETF TRUST25434V20377,624$3.0M0.03%
497JOHNSON & JOHNSONJNJ14,209$2.9M0.03%
498CVS HEALTH CORPCVS36,975$2.9M0.03%
499ULTA BEAUTY INCULTA4,834$2.9M0.03%
500ALPHABET INCGOOG9,310$2.9M0.03%