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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 2025 · Filed August 14, 2025 · Accession 0001626116-25-000004

Total Value
$1.87B
Positions
1,684
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL461,796$94.7M5.21%
2MICROSOFT CORPMSFT164,206$81.7M4.49%
3iShares Russell Top 200 Growth464289438314,090$77.4M4.26%
4BROADCOM INC COMAVGO258,952$71.4M3.93%
5ISHARES TRUST CORE US AGGBD ET464287226609,593$60.5M3.33%
6AMAZON.COM INCAMZN233,512$51.2M2.82%
7iShares Russell Top 200 Value464289420519,975$43.8M2.41%
8ISHARES TRUST CORE MSCI EAFE E46432f842495,230$41.3M2.27%
9ISHARES RUSSELL MID-CAP VALUE464287473272,506$36.0M1.98%
10SPDR S&P500 ETF TRUST TRUST UNSPY51,953$32.1M1.77%
11JPMORGAN CHASE & COVYLD109,722$31.8M1.75%
12ISHARES CORE S&P 500 ETF46428720049,944$31.0M1.71%
13Nvidia Corporation ComNVDA184,784$29.2M1.61%
14ISHARES TR RUS MD CP GR ETF464287481174,453$24.2M1.33%
15ALPHABET INC CAP STK CL AGOOG135,832$23.9M1.32%
16META PLATFORMS INC CLASS A COMMETA28,093$20.7M1.14%
17VANGUARD INDEX FUNDS S&P 500 E92290836335,214$20.0M1.10%
18VISA INCV54,446$19.3M1.06%
19ISHARES INC CORE MSCI EMERGING46434g103318,954$19.1M1.05%
20ALPHABET INC CAP STK CL CGOOG104,293$18.5M1.02%
21ABBVIE INC COM USD0.01ABBV97,587$18.1M1.00%
22ISHARES TR RUS 1000 GRW ETF46428761441,639$17.7M0.97%
23HOME DEPOT INCHD47,816$17.5M0.96%
24COSTCO WHOLESALE CORP COM USD0COST14,483$14.3M0.79%
25CISCO SYSTEMS INCCSCO204,432$14.2M0.78%
26INTERNATIONAL BUS MACH CORP COINTR46,498$13.7M0.75%
27ISHARES TR MSCI USA QLT FCT46432f33973,126$13.4M0.74%
28NETFLIX INCNFLX9,537$12.8M0.70%
29VANGUARD RUSSELL 2000 ETF IV92206c664143,828$12.5M0.69%
30ISHARES NATIONAL MUNI BOND ETF464288414117,999$12.3M0.68%
31ORACLE CORPORCL-PD54,627$11.9M0.66%
32PROCTER AND GAMBLE CO COM74271810974,071$11.8M0.65%
33BERKSHIRE HATHAWAY INC COM USDBRK-A23,817$11.6M0.64%
34ABBOTT LABORATORIESABLZF84,338$11.5M0.63%
35ACCENTURE PLCACN37,899$11.3M0.62%
36EXXON MOBIL CORPXOM100,526$10.8M0.60%
37WALMART INC COMWMT107,350$10.5M0.58%
38EATON CORPORATION PLCETN29,378$10.5M0.58%
39VANGUARD INDEX FDS VANGUARD TO92290876932,775$10.0M0.55%
40UNION PAC CORP COMUNP39,430$9.1M0.50%
41L3HARRIS TECHNOLOGIES INC COMLHX35,629$8.9M0.49%
42ISHARES TR MSCI INTL QUALTY46434v456201,307$8.7M0.48%
43BROADRIDGE FINANCIAL SOLUTIONBR35,800$8.7M0.48%
44TJX COMPANIES INC87254010968,875$8.5M0.47%
45ISHARES RUSSELL 2000 ETF46428765539,411$8.5M0.47%
46ISHARES TR 0-3 MNTH TREASRY46436e71884,146$8.5M0.47%
47CHEVRON CORP NEW COMCVX58,866$8.4M0.46%
48INTERCONTINENTAL EXCHANGE INCICE44,722$8.2M0.45%
49ISHARES CORE S&P SMALL-CAP E46428780473,009$8.0M0.44%
50HONEYWELL INTERNATIONAL INC43851610633,872$7.9M0.43%
51ELEVANCE HEALTH INC COMELV20,127$7.8M0.43%
52INTUITIVE SURGICAL INCISRG14,334$7.8M0.43%
53iShares Core S&P Total U.S. St46428715057,051$7.7M0.42%
54TESLA INC COMTSLA22,226$7.1M0.39%
55ISHARES MSCI EAFE ETF46428746578,742$7.0M0.39%
56ANALOG DEVICES INC COM USD0.16ADI29,519$7.0M0.39%
57KINDER MORGAN INC COM USD0.01EP-PC232,345$6.8M0.38%
58SCHWAB INTERNATIONAL EQUITY ET808524805305,559$6.8M0.37%
59NEXTERA ENERGY INC COM USD0.01NEE-PW96,742$6.7M0.37%
60MASTERCARD INCORPORATED CL AMA11,724$6.6M0.36%
61MARSH &MCLENNAN COMPANIES INC57174810229,629$6.5M0.36%
62Nvidia Corporation ComNVDA40,278$6.4M0.35%
63PEPSICO INCPEP48,150$6.4M0.35%
64MCDONALD S CORPMCD21,082$6.2M0.34%
65MICROSOFT CORPMSFT12,264$6.1M0.34%
66WASTE MANAGEMENT INCWM25,815$5.9M0.33%
67ISHARES TR INTRM GOV CR ETF46428861253,964$5.8M0.32%
68ISHARES TR MSCI USA VALUE46432f38847,935$5.4M0.30%
69Dimensional International Smal25434v773177,612$5.3M0.29%
70AIR PRODUCTS AND CHEMICALS INCAIIR17,744$5.0M0.28%
71UNITEDHEALTH GROUP INCUNH15,942$5.0M0.27%
72APPLE INCAAPL24,000$4.9M0.27%
73GOLDMAN SACHS GROUP INC COM USGSCE6,951$4.9M0.27%
74QUEST DIAGNOSTICS INC COM USD0DGX27,187$4.9M0.27%
75KROGER CO COM USD1.00KR67,450$4.8M0.27%
76ROYAL CARIBBEAN GROUP COM USD0v7780t10315,399$4.8M0.27%
77SELECT SECTOR SPDR TRUST TECHN81369y80318,378$4.7M0.26%
78MEDTRONIC PLCMDT52,463$4.6M0.25%
79DANAHER CORPORATION COM23585110222,227$4.4M0.24%
80iShares MSCI EAFE Small-Cap ET46428827360,286$4.4M0.24%
81MICROCHIP TECHNOLOGY INC. COMMCHPP62,042$4.4M0.24%
82JOHNSON &JOHNSON COM USD1.00JNJ28,091$4.3M0.24%
83VANGUARD INTL EQUITY INDEX FDS92204285886,743$4.3M0.24%
84STRYKER CORPORATION COMSYK10,813$4.3M0.24%
85ISHARES TR MSCI ACWI EX US46428824069,412$4.2M0.23%
86VANGUARD FTSE Developed Market92194385874,157$4.2M0.23%
87Entergy Corp29364g10350,537$4.2M0.23%
88COCA-COLA COKO58,855$4.2M0.23%
89BlackRock IncBLK3,952$4.1M0.23%
90ISHARES TRUST MSCI EMG MKTS ET46428723485,798$4.1M0.23%
91ELI LILLY AND COLLY5,271$4.1M0.23%
92ISHARES RUSSELL 2000 VALUE ETF46428763025,535$4.0M0.22%
93BOOKING HOLDINGS INC COMBKNG695$4.0M0.22%
94VANGUARD SPECIALIZED FUNDS DIV92190884419,574$4.0M0.22%
95VALERO ENERGY CORP COMVLO29,380$3.9M0.22%
96MERCK &CO. INC COMMRK49,886$3.9M0.22%
97ISHARES CORE S&P MID-CAP ETF46428750763,587$3.9M0.22%
98PFIZER INCPFE159,031$3.9M0.21%
99ARES MANAGEMENT CORPORATION CLARES-PB22,230$3.9M0.21%
100ARTHUR J. GALLAGHER & CO.36357610911,816$3.8M0.21%
101SPDR GOLD TR GOLD SHSGLD12,388$3.8M0.21%
102NETEASE INC ADS EACH REPR 25 CNETTF27,572$3.7M0.20%
103GILEAD SCIENCES INC COM USD0.0GILD32,827$3.6M0.20%
104APPLIED MATERIALS INC COM USD003822210519,678$3.6M0.20%
105PRIMERICA INC COM USD0.01PRI12,899$3.5M0.19%
106VANGUARD INTL EQUITY INDEX FDS92204271825,684$3.5M0.19%
107SPDR PORTFOLIO S&P 500 VALUE E78464a50865,766$3.4M0.19%
108AUTOMATIC DATA PROCESSING INCADP11,096$3.4M0.19%
109ZOETIS INCZTS21,865$3.4M0.19%
110iShares 10-20 Year Treasury Bo46428865333,360$3.4M0.19%
111INVESCO QQQ TR UNIT SER 1IVZ6,072$3.3M0.18%
112REGIONS FINANCIAL CORP NEW COMRF-PF140,829$3.3M0.18%
113NISOURCE INC 00500NI81,819$3.3M0.18%
114MONDELEZ INTL INC COM NPV60920710547,669$3.2M0.18%
115UNITED RENTALS INCURI4,257$3.2M0.18%
116COMCAST CORPCCZ89,066$3.2M0.17%
117DUKE ENERGY CORP NEW COM NEWDUKB26,912$3.2M0.17%
118AMAZON.COM INCAMZN14,288$3.1M0.17%
119EOG RESOURCES INCEOG25,851$3.1M0.17%
120VERTEX PHARMACEUTICALS INC92532f1006,926$3.1M0.17%
121AT&T INC COM USD1T-PC104,659$3.0M0.17%
122iShares Ultra Short-Term Bond46434v87859,466$3.0M0.17%
123Rtx Corporation ComRTX20,401$3.0M0.16%
124VANGUARD SMALL-CAP INDEX FUND92290875112,509$3.0M0.16%
125Palantir Technologies IncPLTR21,621$2.9M0.16%
126BRISTOL-MYERS SQUIBB CO COMCELG-RI63,430$2.9M0.16%
127STARBUCKS CORP COM USD0.001SBUX31,833$2.9M0.16%
128iShares Russell 1000 ETF4642876228,457$2.9M0.16%
129ALTRIA GROUP INCMO48,289$2.8M0.16%
130COSTAR GROUP INCCSGP34,915$2.8M0.15%
131ADOBE SYSTEMS INCORPORATED COMADBE7,168$2.8M0.15%
132CDW CORP COM USD0.01CDW15,515$2.8M0.15%
133FLEXSHARES TRUST MORNINGSTAR GFLEX67,149$2.7M0.15%
134REPUBLIC SERVICES INC76075910010,806$2.7M0.15%
135META PLATFORMS INC CLASS A COMMETA3,518$2.6M0.14%
136ALLSTATE CORP COM USD0.01ALL-PJ12,667$2.5M0.14%
137ISHARES TR PFD AND INCM SEC46428868783,072$2.5M0.14%
138BANK AMERICA CORP COM06050510453,435$2.5M0.14%
139Lam Research CorpLRCX25,274$2.5M0.14%
140DRAFTKINGS INC NEW CLASS ADKNG56,416$2.4M0.13%
141SCHWAB CHARLES CORP COMSCHW-PJ26,207$2.4M0.13%
142PALO ALTO NETWORKS INC COM USDPANW11,651$2.4M0.13%
143SNAP-ON INCSNA7,648$2.4M0.13%
144CONOCOPHILLIPS COMCOP26,496$2.4M0.13%
145MASCO CORP COM USD1.00MAS36,778$2.4M0.13%
146AMCOR PLC ORD USD0.01AMCCF256,465$2.4M0.13%
147Arista Networks IncANET22,903$2.3M0.13%
148THERMO FISHER SCIENTIFIC INCTMO5,646$2.3M0.13%
149IDEXX LABORATORIES INC COM USD45168d1044,150$2.2M0.12%
150SPDR Bloomberg Barclays 1-3 Mo78468r66323,988$2.2M0.12%
151J P MORGAN EXCHANGE ETF ULTRA46641q83743,140$2.2M0.12%
152NIKE INC CLASS B COM NPVNKE30,606$2.2M0.12%
153PPG INDUSTRIES INC COM USD1.6669350610718,687$2.1M0.12%
154BROADCOM INC COMAVGO7,705$2.1M0.12%
155TE Connectivity PLCTEL12,557$2.1M0.12%
156LEIDOS HOLDINGS INCLDOS13,345$2.1M0.12%
157iShares Russell Top 200 Growth4642894388,516$2.1M0.12%
158CME GROUP INC COMCME7,575$2.1M0.11%
159VERIZON COMMUNICATIONS INCVZ48,084$2.1M0.11%
160AMGEN INCAMGN7,241$2.0M0.11%
161VANGUARD BD INDEX FDS TOTAL BN92193783527,416$2.0M0.11%
162AES CORPAES188,271$2.0M0.11%
163AGILENT TECHNOLOGIES INC COM UA16,761$2.0M0.11%
164SCHLUMBERGER LIMITED COM USD0.SLB57,629$1.9M0.11%
165POOL CORP COMPOOL6,632$1.9M0.11%
166INTUIT INCINTU2,431$1.9M0.11%
167iShares Russell 2000 Growth ET4642876486,585$1.9M0.10%
168AMERIPRISE FINANCIAL INC COM UAMP3,513$1.9M0.10%
169TYLER TECHNOLOGIES INCTYL3,158$1.9M0.10%
170TELEDYNE TECHNOLOGIETDY3,652$1.9M0.10%
171SALESFORCE INC COMCRM6,826$1.9M0.10%
172iShares Short Treasury Bond46428867916,817$1.9M0.10%
173BANK OF NEW YORK MELLON CORP C06405810019,957$1.8M0.10%
174Nvidia Corporation ComNVDA11,280$1.8M0.10%
175LOWES COMPANIES INC COM USD0.55486611077,955$1.8M0.10%
176MICROSOFT CORPMSFT3,474$1.7M0.10%
177WORKDAY INC COM USD0.001 CL AWDAY7,027$1.7M0.09%
178INVESCO QQQ TR UNIT SER 1IVZ3,055$1.7M0.09%
179COLGATE-PALMOLIVE CO COM USD1.CL18,390$1.7M0.09%
180iShares Treasury Floating Rate46434v86032,667$1.7M0.09%
181ALPHABET INC CAP STK CL AGOOG9,248$1.6M0.09%
182iShares S&P Global Infrastruct46428837227,425$1.6M0.09%
183Schwab US Dividend Equity ETF80852479759,689$1.6M0.09%
184ISHARES TRUST GLOBAL REIT ETF46434v64763,817$1.6M0.09%
185VERISK ANALYTICS INC COMVRSK5,054$1.6M0.09%
186BEST BUY CO INC COM USD0.10BBY23,398$1.6M0.09%
187SPDR S&P Dividend ETF78464a76311,518$1.6M0.09%
188JPMorgan U.S. Quality Factor E46641q76125,784$1.5M0.09%
189Schwab U.S. Broad Market ETF80852410264,890$1.5M0.09%
190SPDR SER TR S&P PHARMAC78464a72237,012$1.5M0.08%
191MARKETAXESS HOLDINGS INCMKTX6,680$1.5M0.08%
192JPMorgan U.S. Value Factor ETF46641q75333,443$1.5M0.08%
193SELECT SECTOR SPDR TR FINANCIA81369y60527,951$1.5M0.08%
194Berkshire Hathaway IncBRK-A2$1.5M0.08%
195PRICE T ROWE GROUPS COM USD0.2TROW14,989$1.4M0.08%
196OREILLY AUTOMOTIVE INC COMORLY15,855$1.4M0.08%
197AMERICAN EXPRESS CO COM USD0.2AXP4,404$1.4M0.08%
198HENRY SCHEIN INC COMHSIC18,922$1.4M0.08%
199TRADEWEB MKTS INC CL A8926721069,393$1.4M0.08%
200AMEREN CORP COM USD0.01AEE14,273$1.4M0.08%
201ALPHABET INC CAP STK CL CGOOG7,704$1.4M0.08%
202APPLE INCAAPL6,646$1.4M0.08%
203THE CIGNA GROUP COM1255231004,115$1.4M0.07%
204VANGUARD REAL ESTATE ETF92290855314,922$1.3M0.07%
205SPDR S&P MIDCAP 400 ETFMDY2,341$1.3M0.07%
206BERKSHIRE HATHAWAY INC COM USDBRK-A2,728$1.3M0.07%
207United Airlines Holdings IncUNTCW16,631$1.3M0.07%
208TESLA INC COMTSLA4,142$1.3M0.07%
209JPMORGAN CHASE & COVYLD4,440$1.3M0.07%
210ELECTRONIC ARTS INCEA7,997$1.3M0.07%
211CVS HEALTH CORPORATION COMCVS17,838$1.2M0.07%
212DELTA AIR LINES INCDAL24,994$1.2M0.07%
213GARTNER INC COM USD0.0005IT3,033$1.2M0.07%
214VANGUARD MID-CAP INDEX FUND9229086294,380$1.2M0.07%
215PROGRESSIVE CORP COM7433151034,581$1.2M0.07%
216EQUINIX INCEQIX1,526$1.2M0.07%
217COMM SERVICES SELECT SECTOR81369y85211,171$1.2M0.07%
218ONEOK INC COM USD0.01OKE14,651$1.2M0.07%
219CMS ENERGY CORPCMS-PC16,879$1.2M0.06%
220Corpay IncCPAY3,411$1.1M0.06%
221CADENCE DESIGN SYSTEMS INC COMCDNS3,633$1.1M0.06%
222IQVIA HLDGS INC COMIQV7,076$1.1M0.06%
223CITIGROUP INCC-PR13,028$1.1M0.06%
224MONSTER BEVERAGE CORP NEW COMMNST17,499$1.1M0.06%
225UNIVERSAL HLTH SVCS CLASS B9139031005,963$1.1M0.06%
226MICROSOFT CORPMSFT2,154$1.1M0.06%
227Fidelity MSCI Information Tech3160928085,390$1.1M0.06%
228iShares Russell Top 200 Value46428942012,584$1.1M0.06%
229VISA INCV2,958$1.1M0.06%
230ELI LILLY AND COLLY1,339$1.0M0.06%
231MCKESSON CORPMCK1,414$1.0M0.06%
232FORTINET INC COM USD0.001FTNT9,770$1.0M0.06%
233EASTMAN CHEM CO COMEMN13,706$1.0M0.06%
234NETFLIX INCNFLX763$1.0M0.06%
235CENTENE CORPCNC18,556$1.0M0.06%
236VANGUARD HIGH DIVIDEND YIELD E9219464067,493$998,8920.05%
237LINDE PLC COMLIN2,085$978,0670.05%
238VANGUARD GROWTH ETF9229087362,216$971,3110.05%
239CAPITAL ONE FINANCIAL CORP COMCOF-PN4,557$969,5470.05%
240BIO-TECHNE CORP COMTECH18,717$962,9690.05%
241BLACKSTONE INCBX6,376$953,6470.05%
242DISNEY WALT CO COM2546871067,527$933,3630.05%
243Avantis U.S. Small Cap Value02507287710,186$927,9860.05%
244EVERGY INCEVRG13,201$909,9550.05%
245DEERE & CODE1,761$895,4510.05%
246ADVANCED MICRO DEVICES INCAMD6,204$880,3480.05%
247CATERPILLAR INC COMCAT2,240$869,5900.05%
248AMAZON.COM INCAMZN3,938$863,9580.05%
249CONSUMER DISCRETIONARY SPDR81369y4073,971$863,0170.05%
250DIMENSIONAL US MARKETWIDE VALU25434v72420,375$861,4470.05%
251PROSHARES TRUST BROOKFIELD GLO74347b50815,765$848,9640.05%
252ISHARES NATIONAL MUNI BOND ETF4642884148,099$846,1840.05%
253MARATHON PETROLEUM CORP COM USMPC5,049$838,7500.05%
254SOUTHERN COSOMN9,124$837,8970.05%
255ISHARES RUSSELL MID-CAP VALUE4642874736,251$826,0220.05%
256CHUBB LIMITED COM NPVCB2,823$817,9460.05%
257MARTIN MARIETTA MATERIALS INC5732841061,484$814,8600.04%
258DIGITAL REALTY TRUST INC2538681034,659$812,2030.04%
259COSTCO WHOLESALE CORP COM USD0COST809$801,0880.04%
260LOCKHEED MARTIN CORP COM USD1.LMT1,722$797,5270.04%
261MASTERCARD INCORPORATED CL AMA1,413$794,2160.04%
262REALTY INCOME CORP COMO13,720$790,4090.04%
263SKYWORKS SOLUTIONSSWKS10,175$758,2410.04%
264IRON MTN INC DEL COMIRM7,355$754,4020.04%
265iShares MSCI KLD 400 Social ET4642885706,487$753,5420.04%
266VANGUARD INFORMATION TECH E92204a7021,136$753,4860.04%
267ISHARES TRUST CORE MSCI EAFE E46432f8429,003$751,5800.04%
268GE AEROSPACE COM NEW3696043012,915$750,3400.04%
269PHILIP MORRIS INTERNATIONAL IN7181721094,058$739,1310.04%
270LYONDELLBASELL INDUSTRIES N VLYB12,578$727,7630.04%
271ISHARES TRUST CORE US AGGBD ET4642872267,322$726,3320.04%
272Invesco S&P 500 Equal Weight EIVZ3,994$725,8700.04%
273UNITED PARCEL SERVICE INC CL BUPS7,049$711,5260.04%
274CSX CORP COM USD1CSX21,769$710,3220.04%
275VANGUARD CHARLOTTE FDS TOTAL I92203j40714,236$704,8240.04%
276QUALCOMM INCQCOM4,425$704,7260.04%
277AMAZON.COM INCAMZN3,200$702,0480.04%
278ISHARES TR RUS MD CP GR ETF4642874814,944$685,6360.04%
279ACUITY INCAYI2,296$684,9890.04%
280ALPHABET INC CAP STK CL AGOOG3,840$676,7230.04%
281WALMART INC COMWMT6,776$662,5270.04%
282Nvidia Corporation ComNVDA4,191$662,1360.04%
283PRUDENTIAL FINANCIAL INCPUKPF6,099$655,2770.04%
284ORACLE CORPORCL-PD2,977$650,8320.04%
285TREX COMPANY INCTREX11,919$648,1620.04%
286Vanguard Global ex-U.S. Real E92204267613,958$644,1750.04%
287AMERICAN TOWER CORP NEWAMT2,899$640,7540.04%
288ISHARES SELECT DIVIDEND ETF4642871684,806$638,2850.04%
289CUMMINS INCCMI1,944$636,6600.04%
290Robinhood Mkts Inc7707001026,798$636,4970.04%
291HOME DEPOT INCHD1,709$626,4400.03%
292EXXON MOBIL CORPXOM5,785$623,6120.03%
293TRUIST FINL CORP COMTFC-PR14,453$621,3440.03%
294MICROSOFT CORPMSFT1,243$618,2810.03%
295CONSTELLATION ENERGY CORP COMCEG1,912$617,1370.03%
296iShares Russell 1000 Value ETF4642875983,161$613,9610.03%
297META PLATFORMS INC CLASS A COMMETA830$612,6150.03%
298ECOLAB INCECL2,252$606,7790.03%
299BROADCOM INC COMAVGO2,197$605,6030.03%
300ABBVIE INC COM USD0.01ABBV3,257$604,5900.03%
301PIMCO ETF TRUST ENHANCED SHORT72201r8335,975$600,6970.03%
302SCHWAB US LARGE CAP GROWTH ETF80852430020,309$593,2390.03%
303VANGUARD INDEX FUNDS - VANGUAR9229087443,343$590,8420.03%
304VANGUARD INDEX FUNDS S&P 500 E9229083631,033$586,7750.03%
305HEALTH CARE SELECT SPDR81369y2094,338$584,7190.03%
306PROCTER AND GAMBLE CO COM7427181093,670$584,6600.03%
307ISHARES CORE S&P SMALL-CAP E4642878045,301$579,3670.03%
308VANGUARD RUSSELL 2000 ETF IV92206c6646,640$579,1090.03%
309PAYCHEX INC COM USD0.01PAYX3,918$569,8670.03%
310INTEL CORP COM USD0.001INTC24,635$551,8240.03%
311KRAFT HEINZ CO COMKHC20,944$540,7740.03%
312JOHNSON &JOHNSON COM USD1.00JNJ3,506$535,5760.03%
313Ishares Bitcoin Trust EtfIBIT8,739$534,9140.03%
314GENERAL MTRS CO COM37045v10010,812$532,0590.03%
315TEXAS INSTRUMENTS INC COM USD18825081042,549$529,2230.03%
316ISHARES INC CORE MSCI EMERGING46434g1038,616$517,2080.03%
317WELLS FARGO CO NEW COM9497461016,391$512,0550.03%
318COINBASE GLOBAL INC COM CL ACOIN1,432$501,9020.03%
319iShares Gold TrustIAU7,902$492,7690.03%
3203M COMMM3,214$489,3750.03%
321JPMORGAN CHASE & COVYLD1,667$483,2800.03%
322APPLE INCAAPL2,340$480,0980.03%
323ISHARES TR IBOXX HI YD ETF4642885135,949$479,8270.03%
324YUM! BRANDS INCYUM3,230$478,6210.03%
325CINTAS CORPCTAS2,039$454,5240.03%
326VISA INCV1,278$453,7540.02%
327ZIMMER BIOMET HOLDINGS INC COMZBH4,945$451,0330.02%
328BP PLC SPONSORED ADRBPPFF15,055$450,5960.02%
329COPART INC COM USD0.0001CPRT9,166$449,7590.02%
330ISHARES RUSSELL 3000 INDEX FUN4642876891,271$446,1210.02%
331GE HEALTHCARE TECHNOLOGIES INCGEHC6,003$444,6440.02%
332Engine No. 1 Transform 500 ETF29287l1066,090$442,9870.02%
333BOEING CO COM USD5.00BA-PA2,102$440,4320.02%
334SPDR EURO STOXX 50 ETF78463x2027,345$438,7390.02%
335COCA-COLA COKO6,134$433,9850.02%
336DOW INC COMDOW16,362$433,2700.02%
337PNC FINANCIAL SERVICES GROUP C6934751052,311$430,8170.02%
338ABBOTT LABORATORIESABLZF3,107$422,5170.02%
339GE AEROSPACE COM NEW3696043011,640$422,2080.02%
340BANK AMERICA CORP COM0605051048,921$422,1540.02%
341AVALONBAY COMMUNITIES INC COMAWX2,074$422,0590.02%
342TAIWAN SEMICONDUCTOR MANUFACTU8740391001,860$421,1870.02%
343SCHWAB INTERNATNAL SMALL CAP E8085248889,818$418,1490.02%
344SALESFORCE INC COMCRM1,525$415,8690.02%
345VANGUARD INTL EQUITY INDEX FDS9220427756,172$414,8820.02%
346DIMENSIONAL U S SMALL CAP ETF25434v5006,502$414,2430.02%
347Vanguard Russell 1000 Growth E92206c6803,791$413,9770.02%
348ADVANCED MICRO DEVICES INCAMD2,888$409,8070.02%
349PHILIP MORRIS INTERNATIONAL IN7181721092,249$409,5660.02%
350INTUIT INCINTU518$408,1010.02%
351AT&T INC COM USD1T-PC13,868$401,3450.02%
352INTERNATIONAL BUS MACH CORP COINTR1,350$397,8140.02%
353CISCO SYSTEMS INCCSCO5,705$395,8160.02%
354Samsara IncIOT9,944$395,5720.02%
355FIFTH THIRD BANCORPFITBM9,533$392,0930.02%
356Hartford Insurance Group Inc CHIG-PG3,087$391,6800.02%
357Palantir Technologies IncPLTR2,839$387,0120.02%
358INTUITIVE SURGICAL INCISRG708$384,7340.02%
359TRANE TECHNOLOGIES PLC COM USDTT879$384,4540.02%
360SPDR GOLD TR GOLD SHSGLD1,260$384,0860.02%
361BOSTON SCIENTIFIC CORPBSX3,552$381,5200.02%
362UNITEDHEALTH GROUP INCUNH1,214$378,7250.02%
363HOLOGIC INCHOLX5,809$378,5140.02%
364SPDR DOW JONES INDUSTRIAL AVRGDIA840$370,1460.02%
365GE Vernova IncGEV695$367,7590.02%
366ROCKWELL AUTOMATION INC COM USROK1,106$367,3800.02%
367AMAZON.COM INCAMZN1,674$367,2590.02%
368PROLOGIS INC. COMPLDGP3,457$363,3690.02%
369UTILITIES SELECT SECTOR SPDR F81369y8864,441$362,6520.02%
370EBAY INC. COMEBAY4,819$358,8230.02%
371TESLA INC COMTSLA1,125$357,3680.02%
372SEAGATE TECHNOLOGY HLDGS PUB Lg7997r1032,428$350,3860.02%
373KEYSIGHT TECHNOLOGIES INC COMKEYS2,136$350,0050.02%
374STATE STREET CORPSTT-PG3,290$349,8590.02%
375MOODYS CORP COM USD0.01MCO696$349,1070.02%
376SPDR S&P Global Natural Resour78463x5416,372$345,6100.02%
377HUNTINGTON INGALLS INDUSTRIES4464131061,429$345,0460.02%
378MCDONALD S CORPMCD1,175$343,3850.02%
379Vanguard Short-Term Bond Index9219378274,322$340,1410.02%
380ISHARES TR ISHS 1-5YR INVS4642886466,410$338,1920.02%
381Schwab U.S. TIPs ETF80852487012,621$336,7280.02%
382GOLDMAN SACHS GROUP INC COM USGSCE474$335,7670.02%
383HOME DEPOT INCHD908$332,9090.02%
384MASTERCARD INCORPORATED CL AMA588$330,4210.02%
385AMERICAN EXPRESS CO COM USD0.2AXP1,032$329,0410.02%
386ISHARES TR ISHARES BIOTECH4642875562,566$324,6250.02%
387AMERICAN ELEC PWR CO INC COM0255371013,126$324,3540.02%
388SERVICENOW INC COM USD0.001NOW315$323,8450.02%
389AFLAC INC COM USD0.10AFL3,066$323,3400.02%
390ACCENTURE PLCACN1,074$320,9270.02%
391Kenvue IncKVUE15,104$316,1270.02%
392MERCK &CO. INC COMMRK3,993$316,0580.02%
393LINDE PLC COMLIN673$315,9900.02%
394Global X Nasdaq 100 Covered Ca37954y48318,812$314,5370.02%
395SPDR DOW JONES GLOBAL REAL EST78463x7497,092$313,0390.02%
396S&P GLOBAL INC COMSPGI593$312,7500.02%
397APPLE INCAAPL1,509$309,6020.02%
398EATON CORPORATION PLCETN860$306,8580.02%
399Fidelity MSCI Health Care Inde3160926004,797$306,7850.02%
400NOVARTIS AGNVSEF2,480$300,1050.02%
401CATERPILLAR INC COMCAT772$299,7480.02%
402META PLATFORMS INC CLASS A COMMETA406$299,6650.02%
403GENERAL MILLS INC COM USD0.103703341045,749$297,8560.02%
404CHEVRON CORP NEW COMCVX2,080$297,8450.02%
405SIMON PROPERTY GROUP INC8288061091,846$296,7630.02%
406HCA HEALTHCARE INC COMHCA767$293,8650.02%
407DIMENSIONAL INTERNATIONAL VAL25434v8076,850$293,3830.02%
408EATON CORPORATION PLCETN818$292,0180.02%
409QUALCOMM INCQCOM1,833$291,9700.02%
410TEXAS INSTRUMENTS INC COM USD18825081041,401$290,8760.02%
411APPLIED MATERIALS INC COM USD00382221051,584$289,8960.02%
412SELECT SECTOR SPDR TR ENERGY81369y5063,405$288,7780.02%
413ISHARES TRUST IBOXX INV CP ETF4642872422,628$288,0550.02%
414Fidelity MSCI Financials Index3160925013,762$278,5380.02%
415BOOKING HOLDINGS INC COMBKNG48$277,8840.02%
416BERKSHIRE HATHAWAY INC COM USDBRK-A569$276,4030.02%
417Rtx Corporation ComRTX1,892$276,3380.02%
418VANGUARD EXTENDED MARKET ETF9229086521,433$276,1530.02%
419PROGRESSIVE CORP COM7433151031,032$275,4900.02%
420ADOBE SYSTEMS INCORPORATED COMADBE712$275,4590.02%
421DISNEY WALT CO COM2546871062,200$272,8800.02%
422HP INC COMHPQ11,026$269,7050.01%
423WELLS FARGO CO NEW COM9497461013,340$267,5710.01%
424MORGAN STANLEY COM USD0.01MS-PQ1,882$265,0990.01%
425MORGAN STANLEY COM USD0.01MS-PQ1,871$263,6010.01%
426iShares MSCI EAFE Small-Cap ET4642882733,613$262,6240.01%
427MICROSOFT CORPMSFT524$260,6430.01%
428BlackRock IncBLK248$260,4300.01%
429NETFLIX INCNFLX192$257,1130.01%
430BOSTON SCIENTIFIC CORPBSX2,388$256,4950.01%
431DR HORTON INC COM STK USD0.0123331a1091,960$252,6830.01%
432iShares Barclays 0-5 Year Tips46429b7472,455$252,6440.01%
433NEXTERA ENERGY INC COM USD0.01NEE-PW3,636$252,3830.01%
434ASTRAZENECA ADR REP 0.5 ORDAZN3,605$251,9170.01%
435ELI LILLY AND COLLY322$251,0090.01%
436ISHARES MSCI ACWI ETF4642882571,943$249,8600.01%
437PAYPAL HLDGS INC COMPYPL3,359$249,6410.01%
438SPDR NUVEEN BLOOMBERG HIGH YIE78464a28410,049$249,0140.01%
439GE Vernova IncGEV470$248,7040.01%
440DARDEN RESTAURANTS INCDRI1,133$247,0030.01%
441HONEYWELL INTERNATIONAL INC4385161061,059$246,5040.01%
442BROADCOM INC COMAVGO883$243,3990.01%
443SERVICENOW INC COM USD0.001NOW236$242,6270.01%
444CAPITAL ONE FINANCIAL CORP COMCOF-PN1,137$241,9800.01%
445AMGEN INCAMGN862$240,7580.01%
446NORTHROP GRUMMAN CORP COM USD1NOC481$240,4900.01%
447ILLINOIS TOOL WORKS INC COM US452308109972$240,3270.01%
448UNION PAC CORP COMUNP1,043$239,9740.01%
449PEPSICO INCPEP1,812$239,2560.01%
450ISHARES TR 0-3 MNTH TREASRY46436e7182,338$235,4130.01%
451MICRON TECHNOLOGY INCMU1,901$234,3380.01%
452SPDR PORTFOLIO HIGH YIELD BOND78468r6069,840$234,1920.01%
453FLEXSHARES TR QUALT DIVD IDXFLEX3,200$234,1760.01%
454ROYAL CARIBBEAN GROUP COM USD0v7780t103743$232,6820.01%
455DEERE & CODE454$230,9310.01%
456Fidelity MSCI Industrials Inde3160927092,962$229,6440.01%
457KLA CORP COM NEWKLAC253$226,7230.01%
458UBER TECHNOLOGIES INC COMUBER2,404$224,2930.01%
459ORACLE CORPORCL-PD1,024$223,8770.01%
460INTERNATIONAL BUS MACH CORP COINTR758$223,4430.01%
461DANAHER CORPORATION COM2358511021,126$222,4430.01%
462VERIZON COMMUNICATIONS INCVZ5,122$221,6280.01%
463ISHARES TRUST 7-10 YEAR TREASU4642874402,311$221,3240.01%
464Vanguard Total International S9219097683,187$220,1900.01%
465STRYKER CORPORATION COMSYK555$219,6970.01%
466SHELL PLC SPON ADS EA REP 2 ORRYDAF3,116$219,3980.01%
467VANGUARD SMALL CAP VALUE ETF9229086111,115$217,3900.01%
468Fidelity MSCI Communication Se3160928733,342$216,5890.01%
469PROCTER AND GAMBLE CO COM7427181091,357$216,1970.01%
470BROADCOM INC COMAVGO773$213,0770.01%
471WILLIAMS COS INC COM9694571003,389$212,8630.01%
472AMPHENOL CORP CLASS A COM USD00320951012,146$211,8820.01%
473EDWARDS LIFESCIENCES CORPEW2,696$210,8540.01%
474VERTEX PHARMACEUTICALS INC92532f100473$210,5800.01%
475MOSAIC CO NEW COMMOS5,751$209,8120.01%
476SCHWAB CHARLES CORP COMSCHW-PJ2,289$208,8850.01%
477ProShares UltraPro QQQ74347x8312,500$207,5000.01%
478PUBLIC SVC ENTERPRISE GRP INC7445731062,459$206,9990.01%
479INTERCONTINENTAL EXCHANGE INCICE1,120$205,5760.01%
480SPDR NUVEEN BLOOMBERG HIGH YIE78464a2848,262$204,7320.01%
481NXP Semiconductors NVNXPI937$204,7250.01%
482MARSH &MCLENNAN COMPANIES INC571748102929$203,2020.01%
483CONOCOPHILLIPS COMCOP2,263$203,1020.01%
484AUTOMATIC DATA PROCESSING INCADP658$202,8300.01%
485ALPHABET INC CAP STK CL CGOOG1,141$202,4020.01%
486Vanguard FTSE Europe ETF9220428742,609$202,1980.01%
487Lam Research CorpLRCX2,076$202,0460.01%
488HEALTHPEAK PROPERTIES INC COMDOC11,524$201,7850.01%
489THERMO FISHER SCIENTIFIC INCTMO497$201,5290.01%
490RALPH LAUREN CORPRL733$201,0470.01%
491JOHNSON CONTROLS INTERNATIONALJCI1,898$200,4960.01%
492FORD MTR CO DEL COM34537086018,391$199,5460.01%
493Nvidia Corporation ComNVDA1,261$199,2250.01%
494COSTCO WHOLESALE CORP COM USD0COST200$197,9880.01%
495CARRIER GLOBAL CORPORATION COMCARR2,696$197,3020.01%
496TJX COMPANIES INC8725401091,596$197,0660.01%
497BERKSHIRE HATHAWAY INC COM USDBRK-A404$196,2510.01%
498T-MOBILE US INC COMTMUSZ823$196,1340.01%
499SYSCO CORPSYY2,585$195,7880.01%
500FIDELITY NATL INFORMATION SERV31620m1062,396$195,0580.01%