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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 Q2 2023 · Filed May 12, 2023 · Accession 0001626116-23-000005

Total Value
$7.16B
Positions
2,127
Other Managers
4
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL2,109,112$347.8M5.06%
2iShares Short Treasury Bond4642886792,978,223$329.1M4.79%
3ISHARES CORE S&P 500 ETF464287200795,255$326.9M4.76%
4J P MORGAN EXCHANGE ETF ULTRA 46641q8376,333,328$318.7M4.64%
5iShares Ultra Short-Term Bond 46434v8786,332,043$318.2M4.63%
6ISHARES TR RUS 1000 GRW ETF4642876141,196,500$292.3M4.25%
7iShares Core S&P Total U.S. St4642871503,154,306$285.6M4.16%
8SPDR S&P500 ETF TRUST TRUST UNSPY570,398$233.5M3.40%
9Applovin CorpAPP13,800,500$217.4M3.16%
10MICROSOFT CORPMSFT595,421$171.7M2.50%
11SPDR PORTFOLIO S&P 500 VALUE E78464a5083,586,690$146.1M2.13%
12ISHARES TR MSCI USA QLT FCT46432f339912,956$113.3M1.65%
13ISHARES CORE S&P MID-CAP ETF464287507443,467$110.9M1.61%
14ISHARES TR 0-3 MNTH TREASRY46436e718897,323$90.3M1.31%
15Schwab US Dividend Equity ETF8085247971,126,589$82.4M1.20%
16ABBVIE INC COM USD0.01ABBV405,484$64.6M0.94%
17VANGUARD INDEX FUNDS S&P 500 E922908363160,235$60.3M0.88%
18ISHARES TR PFD AND INCM SEC4642886871,926,207$60.1M0.88%
19JPMORGAN CHASE & COVYLD445,373$58.0M0.84%
20HOME DEPOT INCHD195,778$57.8M0.84%
21ACCENTURE PLCACN183,896$52.6M0.76%
22AMAZON.COM INCAMZN474,612$49.0M0.71%
2310X Genomics IncTXG849,193$47.4M0.69%
24NEXTERA ENERGY INC COM USD0.01NEE-PW601,870$46.4M0.68%
25ABBOTT LABORATORIESABLZF455,120$46.1M0.67%
26ISHARES TR MSCI USA VALUE46432f388447,600$41.4M0.60%
27PROCTER AND GAMBLE CO COM742718109274,410$40.8M0.59%
28ALPHABET INC CAP STK CL CGOOG389,981$40.6M0.59%
29ISHARES RUSSELL 2000 VALUE ETF464287630293,516$40.2M0.59%
30VISA INCV176,558$39.8M0.58%
31UNION PAC CORP COMUNP189,534$38.1M0.56%
32ISHARES CORE S&P SMALL-CAP E464287804387,084$37.4M0.54%
33VALERO ENERGY CORP COMVLO266,468$37.2M0.54%
34BROADCOM INC COMAVGO57,722$37.0M0.54%
35CISCO SYSTEMS INCCSCO639,257$33.4M0.49%
36ANALOG DEVICES INC COM USD0.16ADI165,250$32.6M0.47%
37ELEVANCE HEALTH INC COMELV69,305$31.9M0.46%
38MARSH &MCLENNAN COMPANIES INC 571748102186,778$31.1M0.45%
39HONEYWELL INTERNATIONAL INC438516106158,739$30.3M0.44%
40L3HARRIS TECHNOLOGIES INC COMLHX152,192$29.9M0.43%
41COMCAST CORPCCZ779,303$29.5M0.43%
42ISHARES TR MSCI INTL QUALTY46434v456834,865$29.5M0.43%
43FLEXSHARES TRUST MORNINGSTAR GFLEX694,895$29.4M0.43%
44INTERNATIONAL BUS MACH CORP COINTR223,854$29.3M0.43%
45VANGUARD INDEX FDS VANGUARD TO922908769140,960$28.8M0.42%
46EATON CORPORATION PLCETN166,071$28.5M0.41%
47BROADRIDGE FINANCIAL SOLUTION BR193,003$28.3M0.41%
48AIR PRODUCTS AND CHEMICALS INCAIIR98,075$28.2M0.41%
49ESTEE LAUDER COMPANIES INC COM518439104114,167$28.1M0.41%
50INTERCONTINENTAL EXCHANGE INC ICE242,155$25.3M0.37%
51ZOETIS INCZTS151,119$25.2M0.37%
52Information Services GroupIII4,830,857$24.6M0.36%
53ALPHABET INC CAP STK CL AGOOG235,985$24.5M0.36%
54QUEST DIAGNOSTICS INC COM USD0DGX171,308$24.2M0.35%
55COSTCO WHOLESALE CORP COM USD0COST48,722$24.2M0.35%
56ORACLE CORPORCL-PD256,984$23.9M0.35%
57MONDELEZ INTL INC COM NPV609207105335,395$23.4M0.34%
58ISHARES TR MSCI ACWI EX US464288240474,111$23.1M0.34%
59MEDTRONIC PLCMDT284,335$22.9M0.33%
60EQUINIX INCEQIX31,506$22.7M0.33%
61ISHARES RUSSELL 2000 ETF464287655124,488$22.2M0.32%
62ISHARES MSCI EAFE ETF464287465295,363$21.1M0.31%
63JOHNSON &JOHNSON COM USD1.00JNJ135,482$21.0M0.31%
64DANAHER CORPORATION COM23585110282,516$20.8M0.30%
65BANK OF NEW YORK MELLON CORP C064058100456,816$20.8M0.30%
66AGILENT TECHNOLOGIES INC COM UA147,351$20.4M0.30%
67Expensify IncEXFY2,500,000$20.4M0.30%
68ISHARES INC CORE MSCI EMERGING46434g103414,723$20.2M0.29%
69CDW CORP COM USD0.01CDW101,629$19.8M0.29%
70APPLE INCAAPL117,988$19.5M0.28%
71MERCK &CO. INC COMMRK177,835$18.9M0.28%
72ISHARES TRUST GLOBAL REIT ETF46434v647812,496$18.6M0.27%
73ISHARES TR ISHS 1-5YR INVS464288646368,619$18.6M0.27%
74AMERICAN TOWER CORP NEWAMT90,548$18.5M0.27%
75SPDR S&P MIDCAP 400 ETFMDY40,226$18.4M0.27%
76Wise PLCg972291012,741,012$18.4M0.27%
77MASCO CORP COM USD1.00MAS368,242$18.3M0.27%
78MICROSOFT CORPMSFT62,475$18.0M0.26%
79STRYKER CORPORATION COMSYK62,867$17.9M0.26%
80ISHARES TR INTRM GOV CR ETF464288612169,180$17.7M0.26%
81PRIMERICA INC COM USD0.01PRI102,026$17.6M0.26%
82POOL CORP COMPOOL50,603$17.3M0.25%
83VANGUARD SPECIALIZED FUNDS DIV921908844110,837$17.1M0.25%
84UNITEDHEALTH GROUP INCUNH35,946$17.0M0.25%
85PFIZER INCPFE405,258$16.5M0.24%
86PEPSICO INCPEP90,520$16.5M0.24%
87BERKSHIRE HATHAWAY INC COM USDBRK-A50,202$15.5M0.23%
88EXXON MOBIL CORPXOM141,233$15.5M0.23%
89MCDONALD S CORPMCD55,180$15.4M0.22%
90AUTOMATIC DATA PROCESSING INC ADP69,148$15.4M0.22%
91INVESCO QQQ TR UNIT SER 1IVZ45,621$14.6M0.21%
92SPDR Bloomberg Barclays 1-3 Mo78468r663158,632$14.6M0.21%
93VANGUARD INTL EQUITY INDEX FDS922042718132,009$14.4M0.21%
94BLACKSTONE INCBX163,865$14.4M0.21%
95BEST BUY CO INC COM USD0.10BBY183,742$14.4M0.21%
96KROGER CO COM USD1.00KR283,184$14.0M0.20%
97NETFLIX INCNFLX39,849$13.8M0.20%
98BLACKROCK INC COM USD0.01BLK20,356$13.6M0.20%
99ADOBE SYSTEMS INCORPORATED COMADBE34,466$13.3M0.19%
100ROCKWELL AUTOMATION INC COM USROK44,429$13.0M0.19%
101TESLA INC COMTSLA60,429$12.5M0.18%
102iShares Treasury Floating Rate46434v860246,487$12.5M0.18%
103SNOWFLAKE INC CL ASNOW80,245$12.4M0.18%
104INTUITIVE SURGICAL INCISRG47,794$12.2M0.18%
105AMGEN INCAMGN50,389$12.2M0.18%
106VANGUARD INTL EQUITY INDEX FDS922042858301,287$12.2M0.18%
107TJX COMPANIES INC872540109154,384$12.1M0.18%
108IQVIA HLDGS INC COMIQV58,521$11.6M0.17%
109SCHWAB INTERNATIONAL EQUITY ET808524805329,682$11.5M0.17%
110VMWARE INC92856340291,809$11.5M0.17%
111VANGUARD SMALL-CAP INDEX FUND92290875159,053$11.2M0.16%
112ISHARES TRUST CORE MSCI EAFE E46432f842166,651$11.1M0.16%
113COSTAR GROUP INCCSGP158,654$10.9M0.16%
114KEYSIGHT TECHNOLOGIES INC COMKEYS66,114$10.7M0.16%
115iShares Russell 1000 Value ETF46428759870,080$10.7M0.16%
116WORKDAY INC COM USD0.001 CL AWDAY50,636$10.5M0.15%
117J P MORGAN EXCHANGE TRADED FD 46641q654203,392$10.3M0.15%
118WORKIVA INC COM CL AWK100,751$10.3M0.15%
119Berkshire Hathaway IncBRK-A22$10.2M0.15%
120EOG RESOURCES INCEOG88,210$10.1M0.15%
121TRADEWEB MKTS INC CL A892672106127,927$10.1M0.15%
122VANGUARD INDEX FUNDS S&P 500 E92290836326,766$10.1M0.15%
123CHEVRON CORP NEW COMCVX59,779$9.8M0.14%
124PIMCO ETF TRUST ENHANCED SHORT72201r83396,524$9.6M0.14%
125WALMART INC COMWMT64,448$9.5M0.14%
126STARBUCKS CORP COM USD0.001SBUX91,029$9.5M0.14%
127VANGUARD FTSE Developed Market921943858202,919$9.2M0.13%
128INTUIT INCINTU20,518$9.1M0.13%
129TYLER TECHNOLOGIES INCTYL25,626$9.1M0.13%
130AMAZON.COM INCAMZN87,568$9.0M0.13%
131SCHWAB CHARLES CORP COMSCHW-PJ170,356$8.9M0.13%
132PPG INDUSTRIES INC COM USD1.6669350610764,908$8.7M0.13%
133Vanguard Russell 1000 Growth E92206c680130,520$8.2M0.12%
134INTEL CORP COM USD0.001INTC246,929$8.1M0.12%
135ADVANCED MICRO DEVICES INCAMD81,746$8.0M0.12%
136BIO-TECHNE CORP COMTECH107,306$8.0M0.12%
137ISHARES TRUST MSCI EMG MKTS ET464287234197,613$7.8M0.11%
138Rover Group Inc77936f1031,684,675$7.6M0.11%
139ELECTRONIC ARTS INCEA63,148$7.6M0.11%
140TREX COMPANY INCTREX152,581$7.4M0.11%
141VANGUARD MID-CAP INDEX FUND92290862934,318$7.2M0.11%
142MARTIN MARIETTA MATERIALS INC 57328410620,289$7.2M0.10%
143MICROCHIP TECHNOLOGY INC. COMMCHPP84,913$7.1M0.10%
144META PLATFORMS INC CLASS A COMMETA33,345$7.1M0.10%
145COCA-COLA COKO113,770$7.1M0.10%
146Expensify IncEXFY860,230$7.0M0.10%
147RAYTHEON TECHNOLOGIES CORPRTX71,248$7.0M0.10%
148VANGUARD BD INDEX FDS TOTAL BN92193783594,141$7.0M0.10%
149CVS HEALTH CORPORATION COMCVS93,269$6.9M0.10%
150SALESFORCE INC COMCRM33,735$6.7M0.10%
151META PLATFORMS INC CLASS A COMMETA31,664$6.7M0.10%
152Schwab U.S. TIPs ETF808524870124,617$6.7M0.10%
153BRISTOL-MYERS SQUIBB CO COMCELG-RI93,710$6.5M0.09%
154SPDR GOLD TR GOLD SHSGLD35,065$6.4M0.09%
155VANGUARD REAL ESTATE ETF92290855376,957$6.4M0.09%
156ISHARES TRUST CORE US AGGBD ET46428722662,455$6.2M0.09%
157ELI LILLY AND COLLY17,898$6.1M0.09%
158UNITED RENTALS INCURI15,196$6.0M0.09%
159GILEAD SCIENCES INC COM USD0.0GILD71,498$5.9M0.09%
160ISHARES SELECT DIVIDEND ETF46428716850,506$5.9M0.09%
161iShares MSCI EAFE Small-Cap ET46428827398,323$5.9M0.09%
162NIKE INC CLASS B COM NPVNKE47,633$5.8M0.09%
163SELECT SECTOR SPDR TRUST TECHN81369y80338,433$5.8M0.08%
164WASTE MANAGEMENT INCWM35,553$5.8M0.08%
165iShares Barclays 0-5 Year Tips46429b74756,617$5.6M0.08%
166ALPHABET INC CAP STK CL CGOOG51,831$5.4M0.08%
167Total Market Index11r99r225122,378$5.3M0.08%
168SPDR S&P Dividend ETF78464a76342,800$5.3M0.08%
169TESLA INC COMTSLA25,461$5.3M0.08%
170ISHARES TRUST CORE MSCI EAFE E46432f84278,740$5.3M0.08%
171ISHARES NATIONAL MUNI BOND ETF46428841448,004$5.2M0.08%
172NVIDIA CORPORATION COMNVDA18,610$5.2M0.08%
173VERTEX PHARMACEUTICALS INC92532f10016,396$5.2M0.08%
174iShares Russell 1000 ETF46428762222,892$5.2M0.08%
175MASTERCARD INCORPORATED CL AMA13,789$5.0M0.07%
176PROGRESSIVE CORP COM74331510334,980$5.0M0.07%
177ALPHABET INC CAP STK CL AGOOG47,843$5.0M0.07%
178AMERIPRISE FINANCIAL INC COM UAMP15,797$4.8M0.07%
179VANGUARD TOTAL WORLD STOCK ETF92204274251,868$4.8M0.07%
180PROSHARES TRUST BROOKFIELD GLO74347b508104,887$4.8M0.07%
181NETEASE INC ADS EACH REPR 25 CNETTF52,961$4.7M0.07%
182NVIDIA CORPORATION COMNVDA16,261$4.5M0.07%
183ISHARES TR IBOXX HI YD ETF46428851359,343$4.5M0.07%
184SPDR DOW JONES GLOBAL REAL EST78463x749105,321$4.3M0.06%
185DISNEY WALT CO COM25468710642,772$4.3M0.06%
186Schwab U.S. Large-Cap ETF80852420187,868$4.3M0.06%
187SKYWORKS SOLUTIONSSWKS35,409$4.2M0.06%
188BANK AMERICA CORP COM060505104144,635$4.1M0.06%
189ISHARES TRUST 1 3 YR TREAS BD 46428745750,336$4.1M0.06%
190DATADOG INC CL A COMDDOG56,692$4.1M0.06%
191iShares MSCI USA Min Vol Facto46429b69756,628$4.1M0.06%
192Akoya Biosciences Inc00974h104499,917$4.1M0.06%
193UNITED PARCEL SERVICE INC CL BUPS20,707$4.0M0.06%
194ILLINOIS TOOL WORKS INC COM US45230810916,204$3.9M0.06%
195iShares Russell 2000 Growth ET46428764817,231$3.9M0.06%
196VERIZON COMMUNICATIONS INCVZ99,196$3.9M0.06%
197Vanguard Intermediate-Term Tre92206c70662,762$3.8M0.05%
198VANGUARD GROWTH ETF92290873615,036$3.8M0.05%
199ZOOMINFO TECHNOLOGIES INGTM147,737$3.7M0.05%
200ECOLAB INCECL21,967$3.6M0.05%
201VANGUARD HIGH DIVIDEND YIELD E92194640634,204$3.6M0.05%
202iShares S&P Global Infrastruct46428837274,040$3.5M0.05%
203READY CAPITAL CORP COMRC-PE344,764$3.5M0.05%
204TE CONNECTIVITY LTD COM CHF0.5TEL26,544$3.5M0.05%
205BOEING CO COM USD5.00BA-PA16,103$3.4M0.05%
206iShares 0-5 Year High Yield Co46434v40782,033$3.4M0.05%
207QUALCOMM INCQCOM26,757$3.4M0.05%
208BERKSHIRE HATHAWAY INC COM USDBRK-A11,025$3.4M0.05%
209AIRBNB INC COM CL AABNB27,030$3.4M0.05%
210FIRST TR EXCHANGE-TRADED FD33733e50064,262$3.4M0.05%
211ISHARES MSCI UNITED KINGDOME E46435g334103,904$3.4M0.05%
212EXXON MOBIL CORPXOM29,531$3.2M0.05%
213ISHARES TR ISHARES BIOTECH46428755624,885$3.2M0.05%
214AMERICAN EXPRESS CO COM USD0.2AXP19,314$3.2M0.05%
215VANGUARD INDEX FUNDS - VANGUAR92290874422,488$3.1M0.05%
216Siemens Healthineers AGd6t47910753,665$3.1M0.04%
217JPMORGAN CHASE & COVYLD23,515$3.1M0.04%
218iShares Exponential Technologi46434v38157,752$3.0M0.04%
219VISA INCV13,473$3.0M0.04%
220UNITEDHEALTH GROUP INCUNH6,388$3.0M0.04%
221CHUBB LIMITED COM NPVCB15,420$3.0M0.04%
222COLGATE-PALMOLIVE CO COM USD1.CL39,463$3.0M0.04%
223HUNTINGTON INGALLS INDUSTRIES 44641310614,272$3.0M0.04%
224COINBASE GLOBAL INC COM CL ACOIN43,289$2.9M0.04%
225DOMINOS PIZZA INC COMDPZ8,792$2.9M0.04%
226PRICE T ROWE GROUPS COM USD0.2TROW25,581$2.9M0.04%
227THERMO FISHER SCIENTIFIC INCTMO4,964$2.9M0.04%
2283M COMMM26,665$2.8M0.04%
229Berkshire Hathaway IncBRK-A6$2.8M0.04%
230THERMO FISHER SCIENTIFIC INCTMO4,842$2.8M0.04%
231CHEVRON CORP NEW COMCVX16,982$2.8M0.04%
232UTILITIES SELECT SECTOR SPDR F81369y88640,213$2.7M0.04%
233JOHNSON &JOHNSON COM USD1.00JNJ17,511$2.7M0.04%
234SPDR GOLD TR GOLD SHSGLD14,608$2.7M0.04%
235ISHARES MSCI ACWI ETF46428825729,306$2.7M0.04%
236VANGUARD INTL EQUITY INDEX FDS92204277549,000$2.6M0.04%
237iShares S&P Global Infrastruct46428837254,788$2.6M0.04%
238Vanguard Short-Term Bond Index92193782734,007$2.6M0.04%
239NORTHROP GRUMMAN CORP COM USD1NOC5,566$2.6M0.04%
240DOVER CORPDOV16,677$2.5M0.04%
241SALESFORCE INC COMCRM12,594$2.5M0.04%
242ISHARES MSCI SOUTH KOREA ETF46428677240,655$2.5M0.04%
243CISCO SYSTEMS INCCSCO47,571$2.5M0.04%
244SPDR PORTFOLIO HIGH YIELD BOND78468r606107,699$2.5M0.04%
245HOLOGIC INCHOLX30,405$2.5M0.04%
246LOCKHEED MARTIN CORP COM USD1.LMT5,173$2.4M0.04%
247MASTERCARD INCORPORATED CL AMA6,477$2.4M0.03%
248BROADMARK RLTY CAP INC11135b100497,964$2.3M0.03%
249SELECT SECTOR SPDR TR ENERGY81369y50628,246$2.3M0.03%
250Berkshire Grey Inc Cl A0846561071,686,067$2.3M0.03%
251VANGUARD SHORT INFLATION PROT 92202080547,974$2.3M0.03%
252CONSUMER DISCRETIONARY SPDR81369y40715,131$2.3M0.03%
253GARTNER INC COM USD0.0005IT6,860$2.2M0.03%
254SPDR NUVEEN BLOOMBERG HIGH YIE78464a28488,170$2.2M0.03%
255AT&T INC COM USD1T-PC113,706$2.2M0.03%
256IDEX CORP COM USD0.0145167r1049,378$2.2M0.03%
257VANGUARD SPECIALIZED FUNDS DIV92190884413,984$2.2M0.03%
258GOLDMAN SACHS GROUP INC COM USGSCE6,552$2.1M0.03%
259ABBVIE INC COM USD0.01ABBV13,408$2.1M0.03%
260LOWES COMPANIES INC COM USD0.554866110710,678$2.1M0.03%
261ELI LILLY AND COLLY6,204$2.1M0.03%
262iShares MSCI KLD 400 Social ET46428857027,077$2.1M0.03%
263ROYAL CARIBBEAN GROUP COM USD0v7780t10332,318$2.1M0.03%
264PALO ALTO NETWORKS INC COM USDPANW10,476$2.1M0.03%
265Fidelity MSCI Information Tech31609280818,295$2.1M0.03%
266ALIBABA GROUP HOLDING LTD SPONBBAAY20,307$2.1M0.03%
267VANGUARD INTL EQUITY INDEX FDS92204285851,001$2.1M0.03%
268UBER TECHNOLOGIES INC COMUBER64,814$2.1M0.03%
269ARISTA NETWORKS INC COM USD0.0ANET12,182$2.0M0.03%
270iShares Russell Mid-Cap ETF46428749928,751$2.0M0.03%
271SNOWFLAKE INC CL ASNOW12,983$2.0M0.03%
272TARGET CORPTGT12,043$2.0M0.03%
273GENERAL MILLS INC COM USD0.1037033410423,307$2.0M0.03%
274Invesco China Technology ETFIVZ42,710$2.0M0.03%
275GENERAL ELECTRIC CO COM NEW36960430120,223$1.9M0.03%
276Vanguard Total International S92190976834,974$1.9M0.03%
277DOW INC COMDOW35,112$1.9M0.03%
278AIRBNB INC COM CL AABNB15,399$1.9M0.03%
279ARTHUR J. GALLAGHER & CO.3635761099,905$1.9M0.03%
280PROCTER AND GAMBLE CO COM74271810912,653$1.9M0.03%
281TEXAS INSTRUMENTS INC COM USD188250810410,079$1.9M0.03%
282NESTLE ADR64106940615,368$1.9M0.03%
283PEPSICO INCPEP10,198$1.9M0.03%
284SYSCO CORPSYY23,877$1.8M0.03%
285ABBOTT LABORATORIESABLZF18,106$1.8M0.03%
286TEXAS INSTRUMENTS INC COM USD18825081049,791$1.8M0.03%
287MERCK &CO. INC COMMRK17,116$1.8M0.03%
288iShares Gold TrustIAU48,710$1.8M0.03%
289DUKE ENERGY CORP NEW COM NEWDUKB18,636$1.8M0.03%
290THE CIGNA GROUP COM1255231007,022$1.8M0.03%
291Vanguard S&P Mid-Cap 400 ETF92193288520,901$1.8M0.03%
292KINDER MORGAN INC COM USD0.01EP-PC100,783$1.8M0.03%
293BROADCOM INC COMAVGO2,744$1.8M0.03%
294HEALTH CARE SELECT SPDR81369y20913,596$1.8M0.03%
295ISHARES S&P 500 GROWTH ETF46428730927,546$1.8M0.03%
296ZIMMER BIOMET HOLDINGS INC COMZBH13,403$1.7M0.03%
297SPDR ICE PREFERRED SECURITIES 78464a29250,902$1.7M0.03%
298Vanguard FTSE Europe ETF92204287428,170$1.7M0.02%
299DUPONT DE NEMOURS INC COMDD23,862$1.7M0.02%
300ACCENTURE PLCACN5,952$1.7M0.02%
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305ISHARES TIPS BOND E46428717615,086$1.7M0.02%
306Invesco S&P 500 Equal Weight EIVZ11,388$1.6M0.02%
307QUINSTREET INCQNST103,099$1.6M0.02%
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310DELTA AIR LINES INCDAL46,127$1.6M0.02%
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312Vanguard Intermediate-Term Bon92193781920,579$1.6M0.02%
313CUMMINS INCCMI6,603$1.6M0.02%
314GENERAL MTRS CO COM37045v10042,823$1.6M0.02%
315iShares U.S. Energy ETF46428779635,722$1.6M0.02%
316iShares MSCI China ETF46429b67131,148$1.6M0.02%
317COCA-COLA COKO25,007$1.6M0.02%
318LYONDELLBASELL INDUSTRIES N V LYB16,469$1.5M0.02%
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320COSTCO WHOLESALE CORP COM USD0COST3,084$1.5M0.02%
321CONOCOPHILLIPS COMCOP15,370$1.5M0.02%
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323H&e Equipment Services Inc.40403010834,201$1.5M0.02%
324STARBUCKS CORP COM USD0.001SBUX14,478$1.5M0.02%
325MCDONALD S CORPMCD5,381$1.5M0.02%
326Vanguard S&P 500 Value92193270310,243$1.5M0.02%
327NOVO NORDISK A/S ADR-EACH CNV NONOF9,435$1.5M0.02%
328DANAHER CORPORATION COM2358511025,939$1.5M0.02%
329SPDR Blackstone Senior Loan ET78467v60835,342$1.5M0.02%
330NETFLIX INCNFLX4,241$1.5M0.02%
331VANECK J P MORGAN EM LCL CRY B92189h30057,630$1.5M0.02%
332BECTON DICKINSON &CO COM USD1.BDX5,863$1.5M0.02%
333ORACLE CORPORCL-PD15,619$1.5M0.02%
334WALMART INC COMWMT9,835$1.5M0.02%
335BRISTOL-MYERS SQUIBB CO COMCELG-RI20,724$1.4M0.02%
336CITIGROUP INCC-PR30,491$1.4M0.02%
337YUM! BRANDS INCYUM10,787$1.4M0.02%
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339BOOKING HOLDINGS INC COMBKNG530$1.4M0.02%
340VANGUARD SMALL CAP VALUE ETF9229086118,846$1.4M0.02%
341CORTEVA INC COMCTVA23,194$1.4M0.02%
342ISHARES S&P 500 VALUE ETF4642874089,058$1.4M0.02%
343PIMCO 1-5 YEAR US TIPS INDEX E72201r20526,888$1.4M0.02%
344DEERE & CODE3,304$1.4M0.02%
345CATERPILLAR INC COMCAT5,900$1.4M0.02%
346CSX CORP COM USD1CSX45,004$1.3M0.02%
347SERVICENOW INC COM USD0.001NOW2,883$1.3M0.02%
348iShares Global Consumer Staple46428873721,492$1.3M0.02%
349SCHWAB US LARGE CAP GROWTH ETF80852430020,394$1.3M0.02%
350TAIWAN SEMICONDUCTOR MANUFACTU87403910014,285$1.3M0.02%
351WALGREENS BOOTS ALLIANCE INC93142710838,382$1.3M0.02%
352NIKE INC CLASS B COM NPVNKE10,743$1.3M0.02%
353IRON MTN INC DEL COMIRM24,893$1.3M0.02%
354ADVANCED MICRO DEVICES INCAMD13,288$1.3M0.02%
355ISHARES CORE S&P 500 ETF4642872003,164$1.3M0.02%
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360EMERSON ELECTRIC COEMR13,971$1.2M0.02%
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362Schwab U.S. Broad Market ETF80852410224,963$1.2M0.02%
363WISDOMTREE TR YIELD ENHANCD USWT27,251$1.2M0.02%
364iShares Dow Jones U.S. Basic M4642878388,981$1.2M0.02%
365ISHARES TR 0-3 MNTH TREASRY46436e71811,738$1.2M0.02%
366PNC FINANCIAL SERVICES GROUP C6934751059,288$1.2M0.02%
367UNITED PARCEL SERVICE INC CL BUPS6,082$1.2M0.02%
368INVESCO QQQ TR UNIT SER 1IVZ3,675$1.2M0.02%
369SHELL PLC SPON ADS EA REP 2 ORRYDAF20,486$1.2M0.02%
370WELLS FARGO CO NEW COM94974610131,478$1.2M0.02%
371PROLOGIS INC. COMPLDGP9,370$1.2M0.02%
372ONEOK INC COM USD0.01OKE18,339$1.2M0.02%
373ASTRAZENECA ADR REP 0.5 ORDAZN16,758$1.2M0.02%
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375Invesco International Div AchiIVZ65,123$1.2M0.02%
376NORFOLK SOUTHN CORP COM6558441085,441$1.2M0.02%
377GENUINE PARTS CO COM USD1.00GPC6,862$1.1M0.02%
378YUM CHINA HOLDINGS INC SHSYUMC17,942$1.1M0.02%
379PHILIP MORRIS INTERNATIONAL IN71817210911,519$1.1M0.02%
380Remitly Global IncRELY65,893$1.1M0.02%
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382OREILLY AUTOMOTIVE INC COMORLY1,313$1.1M0.02%
383AMERICAN CUSTOMER SATISFACTION88636471025,020$1.1M0.02%
384SPDR S&P Global Natural Resour78463x54119,353$1.1M0.02%
385INTUIT INCINTU2,464$1.1M0.02%
386ISHARES RUSSELL MID-CAP VALUE 46428747310,336$1.1M0.02%
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389CAPITAL ONE FINANCIAL CORP COMCOF-PN11,281$1.1M0.02%
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391MARATHON PETROLEUM CORP COM USMPC7,970$1.1M0.02%
392PFIZER INCPFE26,207$1.1M0.02%
393Fidelity MSCI Health Care Inde31609260017,384$1.1M0.02%
394SCHWAB US SMALL CAP ETF80852460725,401$1.1M0.02%
395AMGEN INCAMGN4,403$1.1M0.02%
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397FIRST TRUST INTERNET INDEX CF 33733e3027,145$1.1M0.02%
398REPUBLIC SERVICES INC7607591007,795$1.1M0.02%
399NEXTERA ENERGY INC COM USD0.01NEE-PW13,619$1.0M0.02%
400Vanguard FTSE Europe ETF92204287417,176$1.0M0.02%
401CARRIER GLOBAL CORPORATION COMCARR22,855$1.0M0.02%
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403CHARLES SCHWAB US MC ETF80852450815,235$1.0M0.02%
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405ALTRIA GROUP INCMO23,006$1.0M0.01%
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409PAYPAL HLDGS INC COMPYPL13,304$1.0M0.01%
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411OMNICOM GROUP INC COM USD0.15OMC10,622$1.0M0.01%
412GENERAL MTRS CO COM37045v10027,310$1.0M0.01%
413Gitlab IncGTLB29,069$996,7760.01%
414MCKESSON CORPMCK2,786$992,1190.01%
415Quotient Technology Inc749119103301,243$988,0770.01%
416COMM SERVICES SELECT SECTOR81369y85217,029$987,1710.01%
417ILLUMINA INC COM USD0.01ILMN4,229$983,4540.01%
418TENCENT HOLDINGS LIMITED UNSPOXHLD20,105$982,9330.01%
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420EBAY INC. COMEBAY21,821$968,1960.01%
421COMCAST CORPCCZ25,103$951,6400.01%
422INTEL CORP COM USD0.001INTC29,011$947,7990.01%
423ISHARES S&P 100 INDEX FUND4642871014,985$932,3940.01%
424NEWMONT CORP COM ISIN #US65163NEMCL18,949$928,8730.01%
425GINKGO BIOWORKS HLDGS IN CLASSDNABW697,913$928,2240.01%
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427THE CIGNA GROUP COM1255231003,612$922,9910.01%
428AMERICAN ELEC PWR CO INC COM02553710110,143$922,9010.01%
429LOCKHEED MARTIN CORP COM USD1.LMT1,938$916,2110.01%
430CITIGROUP INCC-PR19,535$915,9950.01%
431Sofi Technologies IncSOFI150,200$911,7140.01%
432INTERNATIONAL BUS MACH CORP COINTR6,950$911,0200.01%
433Hercules Capital IncHCXY70,546$909,3380.01%
434UNITED RENTALS INCURI2,297$909,0730.01%
435EATON CORPORATION PLCETN5,303$908,6800.01%
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437CHURCH &DWIGHT CO INC COMCHD10,242$905,5020.01%
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440LOWES COMPANIES INC COM USD0.55486611074,512$902,2210.01%
441SCHWAB US LARGE CAP GROWTH ETF80852430013,744$895,6930.01%
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444VANGUARD CHARLOTTE FDS TOTAL I92203j40718,177$889,2190.01%
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450KIMBERLY-CLARK CORP COMKMB6,445$865,0050.01%
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455FORTINET INC COM USD0.001FTNT12,844$853,6120.01%
456ASML HOLDING NV EUR0.09 NY REGASMLF1,249$850,2230.01%
457BLACKROCK INC COM USD0.01BLK1,261$843,7950.01%
458iShares Global Healthcare ETF46428732510,107$842,4900.01%
459U.S. Bond Index23h99q78564,616$841,9440.01%
460FIDELITY NATL INFORMATION SERV31620m10615,434$838,5310.01%
461Liveramp Holdings IncRAMP38,153$836,6950.01%
462UNITED STATES OIL ETFUNTCW12,500$830,5000.01%
463LINDE PLC COMLIN2,326$826,8140.01%
464HEWLETT PACKARD ENTERPRISE CO HPE-PC51,698$823,5520.01%
465CINTAS CORPCTAS1,778$822,6810.01%
466WisdomTree Floating Rate TreasWT16,330$820,8970.01%
467NOVARTIS AG SPONSORED ADRNVSEF8,915$820,2120.01%
468LAS VEGAS SANDS CORP COM USD0.LVS14,256$818,9880.01%
469XYLEM INC COM USD0.01XYL7,812$817,9340.01%
470BP PLC SPONSORED ADRBPPFF21,538$817,1410.01%
471INVESCO S&P 500 QUALITY ETFIVZ17,225$815,0870.01%
472SPDR DOW JONES INDUSTRIAL AVRGDIA2,436$810,1170.01%
473TARGET CORPTGT4,847$802,7780.01%
474PRUDENTIAL FINANCIAL INCPUKPF9,675$800,5000.01%
475SUNCOR ENERGY INC NEW COMSU25,677$797,2710.01%
476HONEYWELL INTERNATIONAL INC4385161064,162$795,5150.01%
477NOVO NORDISK A/S ADR-EACH CNV NONOF4,995$794,9050.01%
478TENCENT HOLDINGS LIMITED UNSPOXHLD16,247$794,3160.01%
479CLOUDFLARE INC CL A COMNET12,790$788,6310.01%
480DENTSPLY SIRONA INC COMXRAY19,922$782,5360.01%
481SUNCOR ENERGY INC NEW COMSU25,173$781,6350.01%
482PAYPAL HLDGS INC COMPYPL10,287$781,1950.01%
483KROGER CO COM USD1.00KR15,799$779,9790.01%
484SONY GROUP CORPORATION SPON ADSNEJF8,565$776,4580.01%
485ISHARES TR RUS MD CP GR ETF4642874818,489$772,9360.01%
486AMERICAN EXPRESS CO COM USD0.2AXP4,679$771,8500.01%
487DEERE & CODE1,869$771,7610.01%
488MONDELEZ INTL INC COM NPV60920710511,035$769,3600.01%
489Fidelity MSCI Industrials Inde31609270914,536$768,8090.01%
490FEDEX CORP COM USD0.10FDX3,351$765,6700.01%
491Xiaomi Corpg9830t106500,020$759,0240.01%
492DIGITAL REALTY TRUST INC2538681037,678$754,7820.01%
493First Trust Health Care AlphaD33734x1437,000$752,7100.01%
494SERVICENOW INC COM USD0.001NOW1,613$749,5930.01%
495iShares Core S&P U.S. Value ET46428766310,159$749,5310.01%
496RAYTHEON TECHNOLOGIES CORPRTX7,629$747,0920.01%
497DUKE ENERGY CORP NEW COM NEWDUKB7,721$744,8540.01%
498PIMCO 1-5 YEAR US TIPS INDEX E72201r20514,562$743,2440.01%
499APPLIED MATERIALS INC COM USD00382221056,021$739,5980.01%
500ISHARES FLOATING RATE BOND ETF46429b65514,658$738,6170.01%