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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

SVB WEALTH LLC

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001626116-23-000003

Total Value
$7.42B
Positions
2,195
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1JPMorgan Ultra-Short Income ET46641q8377,484,372$375.2M5.29%
2iShares Ultra Short-Term Bond 46434v8787,408,528$370.7M5.22%
3iShares Short Treasury Bond4642886793,318,450$364.8M5.14%
4iShares Core S&P 500 ETF464287200905,662$348.0M4.90%
5iShares Core S&P Total U.S. St4642871503,854,620$326.9M4.61%
6Apple IncAAPL2,321,687$301.7M4.25%
7iShares Russell 1000 Growth ET4642876141,407,380$301.5M4.25%
8Spdr S&P 500 EtfSPY646,053$247.1M3.48%
9SPDR Portfolio S&P 500 Value E78464a5084,364,523$169.7M2.39%
10Microsoft CorpMSFT657,886$157.8M2.22%
11iShares S&P MidCap Fund464287507512,273$123.9M1.75%
12iShares MSCI USA Quality Facto46432f3391,048,233$119.5M1.68%
13iShares 0-3 Month Treasury Bon46436e7181,003,296$100.5M1.42%
14Schwab US Dividend Equity ETF8085247971,319,862$99.7M1.40%
15AbbVie IncABBV437,307$70.7M1.00%
16Vanguard S&P 500 ETF922908363198,675$69.8M0.98%
17Home Depot IncHD209,813$66.3M0.93%
18iShares Preferred and Income S4642886872,128,943$65.0M0.92%
19Jpmorgan Chase & CoVYLD478,050$64.1M0.90%
20Nextera Energy IncNEE-PW656,811$54.9M0.77%
21Abbott LaboratoriesABLZF493,739$54.2M0.76%
22Accenture PLC IrelandACN199,933$53.4M0.75%
23Merck & Co IncMRK478,435$53.1M0.75%
24Amazon.com IncAMZN576,013$48.4M0.68%
25Procter And Gamble Co742718109294,185$44.6M0.63%
26Union Pacific CorpUNP209,565$43.4M0.61%
27Elevance Health Inc ComELV83,950$43.1M0.61%
28iShares S&P Small-Cap Fund464287804451,659$42.7M0.60%
29iShares Russell 2000 Value ETF464287630292,319$40.5M0.57%
30Alphabet IncGOOG456,135$40.5M0.57%
31Valero Energy CorpVLO313,388$39.8M0.56%
32Visa IncV189,592$39.4M0.55%
33FlexShares Global Upstream NatFLEX896,451$39.0M0.55%
34iShares MSCI USA Value Factor 46432f388416,692$38.0M0.54%
35Honeywell Intl Inc438516106171,116$36.7M0.52%
3610X Genomics IncTXG982,782$35.8M0.50%
37Broadcom IncAVGO62,387$34.9M0.49%
38Cars IncCARS2,500,509$34.4M0.49%
39L3harris Technologies IncLHX161,512$33.6M0.47%
40Marsh & McLennan Cos Inc571748102203,029$33.6M0.47%
41iShares MSCI Intl Quality Fact46434v4561,025,832$33.2M0.47%
42Air Prods & Chems IncAIIR104,517$32.2M0.45%
43Intl Business MachinesINTR216,781$30.5M0.43%
44Lauder Estee Cos Inc518439104120,945$30.0M0.42%
45Cisco Systems IncCSCO615,869$29.3M0.41%
46Analog Devices IncADI175,397$28.8M0.41%
47Quest Diagnostics IncDGX183,295$28.7M0.40%
48Comcast CorpCCZ814,312$28.5M0.40%
49Expensify IncEXFY3,160,230$27.9M0.39%
50Vanguard Total Stock Market In922908769145,561$27.8M0.39%
51Broadridge Financial SolutionsBR206,014$27.6M0.39%
52Eaton Corp PLCETN173,775$27.3M0.38%
53Intercontinental Exchange IncICE259,910$26.7M0.38%
54Johnson & JohnsonJNJ150,362$26.6M0.37%
55CDW CorpCDW147,315$26.3M0.37%
56Alphabet IncGOOG279,147$24.6M0.35%
57Danaher Corporation23585110291,976$24.4M0.34%
58iShares MSCI ACWI ex US Index 464288240532,092$24.2M0.34%
59Costco Wholesale CorpCOST53,026$24.2M0.34%
60Mondelez Intl Inc609207105361,923$24.1M0.34%
61iShares Russell 2000 ETF464287655136,563$23.8M0.34%
62UnitedHealth Group IncUNH44,568$23.6M0.33%
63iShares Global REIT ETF46434v6471,035,262$23.5M0.33%
64Agilent Technologies IncA156,109$23.4M0.33%
65Zoetis IncZTS154,666$22.7M0.32%
66Oracle CorpORCL-PD277,103$22.7M0.32%
67iShares Core MSCI Emerging Mar46434g103477,751$22.3M0.31%
68Bank New York Mellon Corp064058100489,081$22.3M0.31%
69Equinix IncEQIX33,763$22.1M0.31%
70Pfizer IncPFE428,808$22.0M0.31%
71Primerica IncPRI150,303$21.3M0.30%
72iShares MSCI EAFE ETF464287465312,347$20.5M0.29%
73American Tower CorpAMT95,393$20.2M0.28%
74SVB Financial Group78486q10185,773$19.7M0.28%
75iShares Intermediate Governmen464288612184,218$18.9M0.27%
76SPDR S&P MidCap 400 ETFMDY41,960$18.6M0.26%
77Masco CorpMAS397,937$18.6M0.26%
78Wise PLCg972291012,741,012$18.6M0.26%
79iShares 1-5 Year Investment Gr464288646369,394$18.4M0.26%
80Automatic Data Processing IncADP76,419$18.3M0.26%
81PepsiCo IncPEP97,071$17.5M0.25%
82Microsoft CorpMSFT72,011$17.3M0.24%
83Netflix IncNFLX57,214$16.9M0.24%
84Stryker CorporationSYK68,838$16.8M0.24%
85Vanguard Dividend Appreciation921908844109,983$16.7M0.24%
86Apple IncAAPL128,496$16.7M0.24%
87Pool CorpPOOL54,932$16.6M0.23%
88Exxon Mobil CorpXOM147,051$16.2M0.23%
89BlackRock IncBLK22,563$16.0M0.23%
90Charles Schwab CorpSCHW-PJ188,776$15.7M0.22%
91Best Buy IncBBY195,190$15.7M0.22%
92Berkshire Hathaway IncBRK-A50,395$15.6M0.22%
93McDonalds CorpMCD58,611$15.4M0.22%
94TJX Cos Inc872540109189,312$15.1M0.21%
95Vanguard FTSE All-World ex-US 922042718144,370$14.8M0.21%
96Intuitive Surgical IncISRG53,966$14.3M0.20%
97Vanguard FTSE Emerging Markets922042858366,655$14.3M0.20%
98Amgen IncAMGN53,421$14.0M0.20%
99CoStar Group IncCSGP177,435$13.7M0.19%
100VMware Inc928563402108,257$13.3M0.19%
101Iqvia Holdings IncIQV64,095$13.1M0.19%
102Schwab International Equity ET808524805404,921$13.0M0.18%
103Adobe Systems IncorporatedADBE38,367$12.9M0.18%
104PIMCO Enhanced Short Maturity 72201r833129,833$12.8M0.18%
105Blackstone IncBX171,783$12.7M0.18%
106Rockwell Automation IncROK49,364$12.7M0.18%
107Keysight Technologies IncKEYS74,181$12.7M0.18%
108EOG Resources IncEOG95,590$12.4M0.17%
109iShares Core MSCI EAFE ETF46432f842196,591$12.1M0.17%
110Vanguard Small-Cap Index Fund92290875165,177$12.0M0.17%
111Chevron CorpCVX64,063$11.5M0.16%
112Invesco QQQ TrustIVZ43,009$11.5M0.16%
113Group 1 Automotive IncGPI62,026$11.2M0.16%
114SNOWFLAKE INC CL ASNOW77,320$11.1M0.16%
115iShares Russell 1000 Value ETF46428759872,898$11.1M0.16%
116Berkshire Hathaway IncBRK-A23$10.8M0.15%
117Vanguard FTSE Developed Market921943858239,473$10.1M0.14%
118Bio-Techne CorpTECH119,124$9.9M0.14%
119Starbucks CorpSBUX97,886$9.7M0.14%
120Vanguard S&P 500 ETF92290836327,054$9.5M0.13%
121Workday IncWDAY56,377$9.4M0.13%
122Wal-Mart IncWMT66,220$9.4M0.13%
123CVS Health CorpCVS99,005$9.2M0.13%
124Tyler Technologies IncTYL28,522$9.2M0.13%
125Tradeweb Mkts Inc892672106134,987$8.8M0.12%
126Electronic Arts IncEA71,450$8.7M0.12%
127Workiva Inc.WK100,740$8.5M0.12%
128Raytheon Technologies CorpRTX82,969$8.4M0.12%
129iShares MSCI Emerging Markets 464287234216,320$8.2M0.12%
130PPG Industries Inc69350610764,920$8.2M0.12%
131Amazon.com IncAMZN94,084$7.9M0.11%
132Vanguard Total Bond Market Ind921937835109,658$7.9M0.11%
133Martin Marietta Materials Inc57328410622,639$7.7M0.11%
134United Rentals IncURI21,523$7.6M0.11%
135Intel CorpINTC286,903$7.6M0.11%
136Coca-Cola CoKO116,122$7.4M0.10%
137Trex Co IncTREX172,628$7.3M0.10%
138Vanguard Russell 1000 Growth E92206c680131,268$7.2M0.10%
139SPDR Gold SharesGLD42,560$7.2M0.10%
140Vanguard Real Estate ETF92290855387,331$7.2M0.10%
141Bristol-Myers Squibb CoCELG-RI99,720$7.2M0.10%
142ProShares DJ Brookfield Global74347b508160,725$7.1M0.10%
143Vanguard Short-Term Bond Index92193782794,587$7.1M0.10%
144Lilly Eli & CoLLY19,463$7.1M0.10%
145iShares National Muni Bond ETF46428841466,824$7.1M0.10%
146Vanguard Mid-Cap Index Fund92290862934,421$7.0M0.10%
147Schwab U.S. TIPs ETF808524870134,820$7.0M0.10%
148Microchip Technology IncMCHPP96,088$6.8M0.10%
149iShares Select Dividend ETF46428716854,332$6.6M0.09%
150iShares MSCI EAFE Small-Cap ET464288273114,708$6.5M0.09%
151Gilead Sciences IncGILD74,368$6.4M0.09%
152Rover Group Inc77936f1031,684,675$6.2M0.09%
153iShares 1-3 Year Treasury Bond46428745775,767$6.2M0.09%
154Coupa Software Inc22266l10676,848$6.1M0.09%
155iShares Treasury Floating Rate46434v860120,168$6.1M0.09%
156Nike IncNKE50,971$6.0M0.08%
157SPDR Dow Jones Global Real Est78463x749144,373$5.9M0.08%
158Advanced Micro Devices IncAMD90,195$5.8M0.08%
159Waste Management Inc DelWM37,166$5.8M0.08%
160Disney Walt Co25468710665,071$5.7M0.08%
161Technology Select Sector SPDR 81369y80345,139$5.6M0.08%
162Bank of America Corp060505104165,977$5.5M0.08%
163iShares iBoxx $ High Yield Cor46428851373,634$5.4M0.08%
164Total Market Index11r99r225133,212$5.4M0.08%
165MasterCard IncorporatedMA15,389$5.4M0.08%
166Ameriprise Financial IncAMP16,791$5.2M0.07%
167iShares Russell 1000 ETF46428762224,368$5.1M0.07%
168Alphabet IncGOOG57,604$5.1M0.07%
169iShares Barclays 0-5 Year Tips46429b74751,982$5.0M0.07%
170Johnson & JohnsonJNJ28,497$5.0M0.07%
171Vanguard Total World Stock Ind92204274257,724$5.0M0.07%
172Progressive Corp74331510338,152$4.9M0.07%
173Akoya Biosciences Inc00974h104516,957$4.9M0.07%
174Salesforce IncCRM37,015$4.9M0.07%
175iShares Core MSCI EAFE ETF46432f84279,446$4.9M0.07%
176Vertex Pharmaceuticals Inc92532f10016,572$4.8M0.07%
177Meta Platforms IncMETA39,532$4.8M0.07%
178SPDR S&P Dividend ETF78464a76337,272$4.7M0.07%
179SPDR Bloomberg Barclays 1-3 Mo78468r66350,773$4.6M0.07%
180Tesla IncTSLA36,885$4.5M0.06%
181Zoominfo Technologies IncGTM148,706$4.5M0.06%
182iShares Russell 2000 Growth ET46428764820,532$4.4M0.06%
183UnitedHealth Group IncUNH8,264$4.4M0.06%
184Meta Platforms IncMETA36,290$4.4M0.06%
185Alphabet IncGOOG49,348$4.4M0.06%
186Verizon Communications IncVZ108,762$4.3M0.06%
187Datadog Inc Class ADDOG55,210$4.1M0.06%
188Netease IncNETTF55,080$4.0M0.06%
189NVIDIA CorporationNVDA26,979$3.9M0.06%
190Chubb LimitedCB17,836$3.9M0.06%
191iShares S&P Global Infrastruct46428837285,602$3.9M0.06%
192United Parcel Service IncUPS22,442$3.9M0.05%
193Illinois Tool Works Inc45230810917,688$3.9M0.05%
1943M CoMMM32,474$3.9M0.05%
195Vanguard Growth Index Fund92290873618,221$3.9M0.05%
196Ready Capital CorpRC-PE344,740$3.8M0.05%
197Berkshire Hathaway IncBRK-A12,317$3.8M0.05%
198iShares MBS ETF46428858840,965$3.8M0.05%
199Jpmorgan Chase & CoVYLD27,932$3.7M0.05%
200iShares MSCI USA Min Vol Facto46429b69751,826$3.7M0.05%
201Huntington Ingalls Industries 44641310616,001$3.7M0.05%
202Ecolab IncECL24,500$3.6M0.05%
203Vanguard FTSE All-World ex US 92204277570,935$3.6M0.05%
204Xenia Hotels & Resorts IncXHR269,796$3.6M0.05%
205Medtronic PLCMDT44,096$3.4M0.05%
206iShares Nasdaq Biotechnology I46428755626,098$3.4M0.05%
207Skyworks Solutions IncSWKS37,225$3.4M0.05%
208TE Connectivity LtdTEL29,405$3.4M0.05%
209Colgate Palmolive CoCL42,812$3.4M0.05%
210Visa IncV16,220$3.4M0.05%
211iShares 0-5 Year High Yield Co46434v40781,989$3.4M0.05%
212iShares MSCI United Kingdom ET46435g334107,824$3.3M0.05%
213Vanguard Value Index Fund92290874423,347$3.3M0.05%
214Boeing CoBA-PA16,924$3.2M0.05%
215Vanguard High Dividend Yield E92194640629,334$3.2M0.04%
216Qualcomm IncQCOM28,073$3.1M0.04%
217Dominos Pizza IncDPZ8,859$3.1M0.04%
218Northrop Grumman CorpNOC5,622$3.1M0.04%
219Energy Select Sector SPDR Fund81369y50634,865$3.0M0.04%
220First Trust Nasdaq Clean Edge 33733e50063,015$3.0M0.04%
221Utilities Select Sector SPDR F81369y88641,932$3.0M0.04%
222Thermo Fisher Scientific IncTMO5,368$3.0M0.04%
223American Express CoAXP19,582$2.9M0.04%
224NVIDIA CorporationNVDA19,666$2.9M0.04%
225AbbVie IncABBV17,464$2.8M0.04%
226Berkshire Hathaway IncBRK-A6$2.8M0.04%
227Price T Rowe Group IncTROW25,786$2.8M0.04%
228iShares Core U.S. Aggregate Bo46428722628,981$2.8M0.04%
229iShares Exponential Technologi46434v38158,804$2.8M0.04%
230Thermo Fisher Scientific IncTMO5,028$2.8M0.04%
231Chevron CorpCVX15,301$2.7M0.04%
232iShares Gold TrustIAU78,282$2.7M0.04%
233Schwab U.S. Large-Cap ETF80852420159,718$2.7M0.04%
234Vanguard Intermediate-Term Tre92206c70645,388$2.7M0.04%
235Procter And Gamble Co74271810917,245$2.6M0.04%
236Tesla IncTSLA21,114$2.6M0.04%
237iShares S&P Global Infrastruct46428837256,380$2.6M0.04%
238Lockheed Martin CorpLMT5,289$2.6M0.04%
239MasterCard IncorporatedMA7,370$2.6M0.04%
240Exxon Mobil CorpXOM23,190$2.6M0.04%
241Cigna Corp1255231007,715$2.6M0.04%
242Cummins IncCMI10,391$2.5M0.04%
243Cisco Systems IncCSCO52,422$2.5M0.04%
244Home Depot IncHD7,901$2.5M0.04%
245Lilly Eli & CoLLY6,792$2.5M0.04%
246Vanguard Short-Term Inflation-92202080552,711$2.5M0.03%
247SPDR Bloomberg 3-12 Mth TBill 78468r52324,358$2.4M0.03%
248Abbott LaboratoriesABLZF21,622$2.4M0.03%
249Gartner IncIT7,025$2.4M0.03%
250Hologic IncHOLX31,113$2.3M0.03%
251Goldman Sachs Group IncGSCE6,732$2.3M0.03%
252iShares MSCI South Korea ETF46428677240,655$2.3M0.03%
253AT&T IncT-PC122,905$2.3M0.03%
254IDEX Corp45167r1049,891$2.3M0.03%
255Dover CorpDOV16,663$2.3M0.03%
256Kinder Morgan IncEP-PC123,312$2.2M0.03%
257Lowes Cos Inc54866110711,156$2.2M0.03%
258iShares MSCI ACWI Index Fund46428825725,967$2.2M0.03%
259Merck & Co IncMRK19,857$2.2M0.03%
260PepsiCo IncPEP12,191$2.2M0.03%
261Fidelity MSCI Information Tech31609280822,997$2.2M0.03%
262iShares S&P 500 Growth ETF46428730937,138$2.2M0.03%
263iShares Russell Mid-Cap ETF46428749931,654$2.1M0.03%
264Sysco CorpSYY27,701$2.1M0.03%
265State Street CorpSTT-PG26,861$2.1M0.03%
266SPDR ICE Preferred Securities 78464a29263,317$2.1M0.03%
267WisdomTree Floating Rate TreasWT41,071$2.1M0.03%
268Gallagher Arthur J & Co36357610910,942$2.1M0.03%
269Pfizer IncPFE39,822$2.0M0.03%
270Health Care Select Sector SPDR81369y20914,831$2.0M0.03%
271Vanguard FTSE Emerging Markets92204285851,659$2.0M0.03%
272Airbnb IncABNB23,483$2.0M0.03%
273CoinBase Global Inc 01/23 $180COIN139$2.0M0.03%
274Doordash IncDASH40,779$2.0M0.03%
275Consumer Discretionary Select 81369y40715,372$2.0M0.03%
276Dow IncDOW39,361$2.0M0.03%
277Palo Alto Networks IncPANW14,115$2.0M0.03%
278Financial Select Sector SPDR F81369y60557,311$2.0M0.03%
279Zimmer Biomet Holdings IncZBH15,365$2.0M0.03%
280SNOWFLAKE INC CL ASNOW13,459$1.9M0.03%
281Duke Energy CorpDUKB18,691$1.9M0.03%
282Invesco S&P 500 Equal Weight EIVZ13,604$1.9M0.03%
283Danaher Corporation2358511027,140$1.9M0.03%
284General Mills Inc37033410422,509$1.9M0.03%
285Accenture PLC IrelandACN7,018$1.9M0.03%
286Invesco China Technology ETFIVZ42,850$1.9M0.03%
287ConocoPhillipsCOP15,722$1.9M0.03%
288Alibaba Group Holding LtdBBAAY20,773$1.8M0.03%
289Arista Networks IncANET14,934$1.8M0.03%
290Vanguard Total International S92190976834,921$1.8M0.03%
291Target CorpTGT12,105$1.8M0.03%
292Wells Fargo Co94974610143,384$1.8M0.03%
293Texas Instruments Inc88250810410,811$1.8M0.03%
294Broadmark Realty Cap Inc11135b100498,464$1.8M0.03%
295Nestle SA64106940615,376$1.8M0.02%
296Kraft Heinz CoKHC43,431$1.8M0.02%
297Expensify IncEXFY200,000$1.8M0.02%
298Citizens Financial Group IncCIA44,843$1.8M0.02%
299iShares S&P 500 Value ETF46428740812,130$1.8M0.02%
300Royal Caribbean Groupv7780t10335,495$1.8M0.02%
301Coca-Cola CoKO27,549$1.8M0.02%
302KeyCorp493267108100,562$1.8M0.02%
303General Electric Co36960430120,850$1.7M0.02%
304Peloton Interactive IncPTON215,391$1.7M0.02%
305Netflix IncNFLX5,784$1.7M0.02%
306Bristol-Myers Squibb CoCELG-RI23,487$1.7M0.02%
307iShares TIPS Bond ETF46428717615,819$1.7M0.02%
308Lamar Advertising CoLAMR17,767$1.7M0.02%
309McDonalds CorpMCD6,350$1.7M0.02%
310iShares U.S. Energy ETF46428779635,722$1.7M0.02%
311Texas Instruments Inc88250810410,047$1.7M0.02%
312PNC Financial Services Group I69347510510,435$1.6M0.02%
313Broadcom IncAVGO2,942$1.6M0.02%
314DuPont de Nemours IncDD23,942$1.6M0.02%
315PIMCO 1-5 YEAR US TIPS INDEX F72201r20532,888$1.6M0.02%
316Vanguard Intermediate-Term Cor92206c87020,864$1.6M0.02%
317Boeing CoBA-PA8,468$1.6M0.02%
318Delta Air Lines IncDAL47,950$1.6M0.02%
319Adobe Systems IncorporatedADBE4,673$1.6M0.02%
320Vanguard FTSE Europe ETF92204287428,170$1.6M0.02%
321Vanguard S&P Mid-Cap 400 ETF9219328859,512$1.6M0.02%
322LyondellBasell Industries NVLYB18,658$1.5M0.02%
323Bank of America Corp06050510446,595$1.5M0.02%
324Norfolk Southern Corp6558441086,236$1.5M0.02%
325Vanguard Intermediate-Term Bon92193781920,606$1.5M0.02%
326Starbucks CorpSBUX15,419$1.5M0.02%
327Schwab U.S. Mid-Cap ETF80852450823,132$1.5M0.02%
328Becton Dickinson & CoBDX5,926$1.5M0.02%
329iShares MSCI China ETF46429b67131,642$1.5M0.02%
330Oracle CorpORCL-PD18,377$1.5M0.02%
331Citigroup IncC-PR33,109$1.5M0.02%
332Caterpillar IncCAT6,232$1.5M0.02%
333CoinBase Global inc 01/23 $185COIN100$1.5M0.02%
334Uber Technologies IncUBER59,766$1.5M0.02%
335SPDR S&P Global Natural Resour78463x54125,838$1.5M0.02%
336Novo-Nordisk ASNONOF10,827$1.5M0.02%
337Nextera Energy IncNEE-PW17,501$1.5M0.02%
338Coinbase Global IncCOIN41,060$1.5M0.02%
339Magellan Midstream Partners LP55908010628,875$1.4M0.02%
340Direxion Daily S&P Biotech Bul25490k323205,000$1.4M0.02%
341Iron Mountain IncIRM29,056$1.4M0.02%
342Aflac IncAFL19,974$1.4M0.02%
343Wal-Mart IncWMT10,125$1.4M0.02%
344SVB Financial Group78486q1016,222$1.4M0.02%
345Cigna Corp1255231004,317$1.4M0.02%
346Enterprise Products Partners L29379210759,014$1.4M0.02%
347Nike IncNKE12,119$1.4M0.02%
348CSX CorpCSX45,754$1.4M0.02%
349Deere & CoDE3,294$1.4M0.02%
350Yum Brands IncYUM10,922$1.4M0.02%
351Proterra Inc74374t109369,294$1.4M0.02%
352iShares MSCI KLD 400 Social ET46428857019,244$1.4M0.02%
353Xiaomi Corpg9830t1061,000,040$1.4M0.02%
354Vanguard Small-Cap Value Index9229086118,643$1.4M0.02%
355Wells Fargo Co94974610133,164$1.4M0.02%
356Intl Business MachinesINTR9,699$1.4M0.02%
357Corteva IncCTVA23,015$1.4M0.02%
358QUINSTREET INCQNST94,260$1.4M0.02%
359Fidelity MSCI Health Care Inde31609260021,035$1.3M0.02%
360iShares Global Consumer Staple46428873722,552$1.3M0.02%
361Emerson Electric CoEMR13,978$1.3M0.02%
362Charles Schwab CorpSCHW-PJ15,903$1.3M0.02%
363Oneok IncOKE20,152$1.3M0.02%
364Jd.Com IncJDCMF23,401$1.3M0.02%
365Costco Wholesale CorpCOST2,869$1.3M0.02%
366Vanguard Dividend Appreciation9219088448,533$1.3M0.02%
367Textron IncTXT18,251$1.3M0.02%
368iShares iBoxx $ Investment Gra46428724212,230$1.3M0.02%
369Draftkings IncDKNG112,972$1.3M0.02%
370Carrier Global CorporationCARR30,897$1.3M0.02%
371Prudential Financial IncPUKPF12,812$1.3M0.02%
372IntuitINTU3,227$1.3M0.02%
373Genuine Parts CoGPC7,163$1.2M0.02%
374Walgreens Boots Alliance Inc93142710833,117$1.2M0.02%
375General Motors Co37045v10036,180$1.2M0.02%
376iShares Russell 3000 ETF4642876895,443$1.2M0.02%
377AstraZeneca PLCAZN17,691$1.2M0.02%
378iShares Russell Mid-Cap Value 46428747311,319$1.2M0.02%
379Goldman Sachs Group IncGSCE3,468$1.2M0.02%
380Roper Technologies IncROP2,749$1.2M0.02%
381Fidelity Natl Information Serv31620m10617,409$1.2M0.02%
382Ginkgo Bioworks Holdings IncDNABW698,074$1.2M0.02%
383Hp IncHPQ43,444$1.2M0.02%
384Salesforce IncCRM8,773$1.2M0.02%
385Booking Holdings IncBKNG577$1.2M0.02%
386Amgen IncAMGN4,420$1.2M0.02%
387United Parcel Service IncUPS6,633$1.2M0.02%
388Vanguard S&P 500 Value9219327038,198$1.1M0.02%
389Hellofresh SEd3r2ma10052,304$1.1M0.02%
390Vanguard Total International B92203j40724,081$1.1M0.02%
391IntuitINTU2,909$1.1M0.02%
392Elevance Health Inc ComELV2,206$1.1M0.02%
393Communication Services Select 81369y85223,513$1.1M0.02%
394Republic Services Inc7607591008,740$1.1M0.02%
395iShares Core S&P U.S. Value ET46428766315,875$1.1M0.02%
396iShares Dow Jones U.S. Basic M4642878388,981$1.1M0.02%
397AvalonBay Communities IncAWX6,929$1.1M0.02%
398Vanguard Large-Cap Index Fund9229086376,412$1.1M0.02%
399Oreilly Automotive IncORLY1,316$1.1M0.02%
400eBay IncEBAY26,733$1.1M0.02%
401Marsh & McLennan Cos Inc5717481026,695$1.1M0.02%
402Lowes Cos Inc5486611075,556$1.1M0.02%
403S&P Global IncSPGI3,305$1.1M0.02%
404ProLogis IncPLDGP9,815$1.1M0.02%
405FLEXSHARES TR IBOXX 3R TARGTFLEX46,999$1.1M0.02%
406Philip Morris Intl Inc71817210910,867$1.1M0.02%
407iShares S&P Aggressive Allocat46428985918,280$1.1M0.02%
408Invesco International Div AchiIVZ65,123$1.1M0.02%
409Vanguard Small-Cap Growth Inde9229085955,416$1.1M0.02%
410Invesco Russell 1000 Dynamic MIVZ25,232$1.1M0.02%
411Schwab U.S. Broad Market ETF80852410224,153$1.1M0.02%
412Qualcomm IncQCOM9,842$1.1M0.02%
413Cognex CorpCGNX22,917$1.1M0.02%
414Comcast CorpCCZ30,729$1.1M0.02%
415iShares MSCI USA Momentum Fact46432f3967,240$1.1M0.01%
416McKesson CorpMCK2,809$1.1M0.01%
417Chubb LimitedCB4,760$1.1M0.01%
418American Customer Satisfaction88636471025,020$1.0M0.01%
419Quotient Technology Inc749119103301,243$1.0M0.01%
420iShares Core S&P 500 ETF4642872002,674$1.0M0.01%
421Berkshire Grey Inc Cl A0846561071,686,067$1.0M0.01%
422Capital One Financial CorpCOF-PN10,872$1.0M0.01%
423Vanguard FTSE Europe ETF92204287418,214$1.0M0.01%
424Nestle SA6410694068,693$1.0M0.01%
425Deere & CoDE2,328$998,2380.01%
426Yum China Holdings IncYUMC18,242$996,9020.01%
427S&P Dow Jones Index 12/23 $38064881510836$995,7600.01%
428Invesco Preferred ETFIVZ89,030$995,3550.01%
429Fidelity MSCI Industrials Inde31609270919,531$990,4170.01%
430Lockheed Martin CorpLMT2,035$990,0190.01%
431Raytheon Technologies CorpRTX9,669$975,8190.01%
432Air Prods & Chems IncAIIR3,150$971,0390.01%
433BlackRock IncBLK1,369$970,1350.01%
434CVS Health CorpCVS10,372$966,5500.01%
435Marathon Petroleum CorpMPC8,302$966,2950.01%
436Global Partners LPGLP-PB27,739$964,4850.01%
437Altria Group IncMO21,073$963,2420.01%
438Morgan StanleyMS-PQ11,285$959,4630.01%
439US Bancorp DelUSB-PS21,947$957,1170.01%
440American Electric Power Co Inc02553710110,060$955,1500.01%
441Airbnb IncABNB11,165$954,6080.01%
442PIMCO 1-5 YEAR US TIPS INDEX F72201r20519,056$950,3230.01%
443Disney Walt Co25468710610,924$949,0510.01%
444iShares Mortgage Real Estate E46435g34241,470$940,9540.01%
445Applied Materials Inc0382221059,632$937,9850.01%
446Schwab U.S. Small-Cap ETF80852460723,119$936,5510.01%
447ASML Holding NVASMLF1,713$935,7180.01%
448iShares Global Healthcare ETF46428732511,024$935,6870.01%
449Kimberly-Clark CorpKMB6,887$934,9600.01%
450Cintas CorpCTAS2,067$933,5320.01%
451Hercules Capital IncHCXY70,546$932,6180.01%
452General Motors Co37045v10027,638$929,7460.01%
453Cabot Oil & Gas CorpCTRA37,632$924,6290.01%
454CME Group IncCME5,493$923,7790.01%
455Morgan StanleyMS-PQ10,858$923,1620.01%
456Intel CorpINTC34,865$921,4900.01%
457Eaton Corp PLCETN5,871$921,4870.01%
458Southern CoSOMN12,897$920,9790.01%
459S&P Global IncSPGI2,733$915,3850.01%
460Honeywell Intl Inc4385161064,235$907,5880.01%
461AT&T IncT-PC49,210$905,9560.01%
462Omnicom Group IncOMC11,054$901,6810.01%
463First Trust Preferred Securiti33739e10853,580$900,1440.01%
464Advanced Micro Devices IncAMD13,838$896,2680.01%
465US Bond Index23h99q78570,038$886,6860.01%
466First TR Dow Jones Internet In33733e3027,185$884,8330.01%
467Fortinet IncFTNT18,014$880,7040.01%
468United States Oil Fund, LPUNTCW12,500$876,3750.01%
469Dimensional International Valu25434v80728,807$875,7260.01%
470Fidelity MSCI Financials Index31609250118,229$873,8980.01%
471Xylem IncXYL7,871$870,3150.01%
472Idexx Laboratories Inc45168d1042,132$869,6480.01%
473Hewlett Packard Enterprise CoHPE-PC54,367$867,6970.01%
474Liveramp Holdings IncRAMP36,583$857,5060.01%
475iShares S&P 100 ETF4642871014,985$850,2910.01%
476iShares Treasury Floating Rate46434v86016,830$848,4000.01%
477State Street CorpSTT-PG10,927$847,5990.01%
478Mondelez Intl Inc60920710512,666$844,1890.01%
479United Rentals IncURI2,372$843,0560.01%
480Digital Realty Trust Inc2538681038,387$840,9570.01%
481Union Pacific CorpUNP4,056$839,8920.01%
482ASML Holding NVASMLF1,533$837,7160.01%
483Global Payments IncGPN8,395$833,7480.01%
484Novartis AGNVSEF9,130$828,2740.01%
485Schwab U.S. Large-Cap Growth E80852430014,852$825,1770.01%
486Target CorpTGT5,528$823,8890.01%
487Church & Dwight IncCHD10,184$820,9340.01%
488Healthpeak Properties IncDOC32,271$809,0340.01%
489Northrop Grumman CorpNOC1,481$808,0600.01%
490Vanguard Large-Cap Index Fund9229086374,629$806,3720.01%
491Archer Daniels Midland CoADM8,658$803,9030.01%
492Uber Technologies IncUBER32,429$801,9690.01%
493Allstate CorpALL-PJ5,912$801,7180.01%
494Progressive Corp7433151036,165$799,6810.01%
495Kroger CoKR17,897$797,8370.01%
496Roche Holding Ltd77119510420,236$792,2390.01%
497Schlumberger LtdSLB14,748$788,4460.01%
498Caterpillar IncCAT3,281$786,0080.01%
499Tencent Holdings LimitedXHLD18,511$784,1260.01%
500iShares Russell Mid-Cap Growth4642874819,369$783,2430.01%