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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 Q3 2025 · Filed November 6, 2025 · Accession 0001626116-25-000005

Total Value
$1.86B
Positions
1,510
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL427,600$108.9M6.01%
2iShares Russell Top 200 Growth464289438313,788$85.9M4.74%
3BROADCOM INC COMAVGO243,749$80.4M4.44%
4MICROSOFT CORPMSFT151,613$78.5M4.34%
5AMAZON.COM INCAMZN223,752$49.1M2.71%
6iShares Russell Top 200 Value464289420533,590$46.9M2.59%
7ISHARES TRUST CORE US AGGBD ET464287226449,329$45.0M2.49%
8ISHARES TRUST CORE MSCI EAFE E46432f842467,194$40.8M2.25%
9ISHARES RUSSELL MID-CAP VALUE464287473283,221$39.6M2.18%
10Nvidia Corporation ComNVDA174,988$32.6M1.80%
11JPMORGAN CHASE & COVYLD99,511$31.4M1.73%
12ALPHABET INC CAP STK CL AGOOG121,000$29.4M1.62%
13ISHARES CORE S&P 500 ETF46428720042,730$28.6M1.58%
14SPDR S&P500 ETF TRUST TRUST UNSPY41,945$27.9M1.54%
15ISHARES TR RUS MD CP GR ETF464287481184,677$26.3M1.45%
16ALPHABET INC CAP STK CL CGOOG98,603$24.0M1.33%
17ABBVIE INC COM USD0.01ABBV89,035$20.6M1.14%
18META PLATFORMS INC CLASS A COMMETA27,438$20.1M1.11%
19VANGUARD INDEX FUNDS S&P 500 E92290836332,158$19.7M1.09%
20ISHARES INC CORE MSCI EMERGING46434g103288,878$19.0M1.05%
21HOME DEPOT INCHD45,270$18.3M1.01%
22VISA INCV51,770$17.7M0.98%
23ISHARES TR RUS 1000 GRW ETF46428761434,575$16.2M0.89%
24Vanguard Core Bond ETF922020748204,286$16.0M0.88%
25ORACLE CORPORCL-PD49,540$13.9M0.77%
26VANGUARD RUSSELL 2000 ETF IV92206c664141,015$13.8M0.76%
27CISCO SYSTEMS INCCSCO190,732$13.0M0.72%
28BERKSHIRE HATHAWAY INC COM USDBRK-A23,267$11.7M0.65%
29COSTCO WHOLESALE CORP COM USD0COST12,166$11.3M0.62%
30INTERNATIONAL BUS MACH CORP COINTR39,303$11.1M0.61%
31NETFLIX INCNFLX9,167$11.0M0.61%
32PROCTER AND GAMBLE CO COM74271810970,768$10.9M0.60%
33ISHARES TR MSCI USA QLT FCT46432f33954,826$10.7M0.59%
34VANGUARD INDEX FDS VANGUARD TO92290876931,790$10.4M0.58%
35EATON CORPORATION PLCETN27,824$10.4M0.58%
36ABBOTT LABORATORIESABLZF76,872$10.3M0.57%
37EXXON MOBIL CORPXOM90,406$10.2M0.56%
38WALMART INC COMWMT97,659$10.1M0.56%
39TJX COMPANIES INC87254010967,783$9.8M0.54%
40L3HARRIS TECHNOLOGIES INC COMLHX29,935$9.1M0.50%
41ACCENTURE PLCACN36,943$9.1M0.50%
42ISHARES RUSSELL 2000 ETF46428765536,669$8.9M0.49%
43UNION PAC CORP COMUNP36,434$8.6M0.48%
44CHEVRON CORP NEW COMCVX53,841$8.4M0.46%
45TESLA INC COMTSLA17,956$8.0M0.44%
46Nvidia Corporation ComNVDA41,543$7.8M0.43%
47iShares Core S&P Total U.S. St46428715051,849$7.6M0.42%
48BROADRIDGE FINANCIAL SOLUTIONBR31,278$7.4M0.41%
49ISHARES TR 0-3 MNTH TREASRY46436e71872,323$7.3M0.40%
50ISHARES NATIONAL MUNI BOND ETF46428841468,073$7.2M0.40%
51PEPSICO INCPEP50,369$7.1M0.39%
52ISHARES TR INTRM GOV CR ETF46428861265,328$7.0M0.39%
53ANALOG DEVICES INC COM USD0.16ADI27,048$6.6M0.37%
54Dimensional International Smal25434v773208,934$6.6M0.37%
55SCHWAB INTERNATIONAL EQUITY ET808524805282,753$6.6M0.36%
56ISHARES TR MSCI INTL QUALTY46434v456148,371$6.6M0.36%
57MICROSOFT CORPMSFT12,582$6.5M0.36%
58NEXTERA ENERGY INC COM USD0.01NEE-PW85,234$6.4M0.36%
59MCDONALD S CORPMCD21,153$6.4M0.36%
60INTERCONTINENTAL EXCHANGE INCICE37,858$6.4M0.35%
61ISHARES MSCI EAFE ETF46428746567,967$6.3M0.35%
62HONEYWELL INTERNATIONAL INC43851610629,729$6.3M0.35%
63ISHARES CORE S&P SMALL-CAP E46428780452,610$6.3M0.35%
64INTUITIVE SURGICAL INCISRG13,458$6.0M0.33%
65APPLE INCAAPL23,499$6.0M0.33%
66KINDER MORGAN INC COM USD0.01EP-PC205,123$5.8M0.32%
67MASTERCARD INCORPORATED CL AMA10,137$5.8M0.32%
68WASTE MANAGEMENT INCWM25,944$5.7M0.32%
69ELEVANCE HEALTH INC COMELV16,294$5.3M0.29%
70MARSH &MCLENNAN COMPANIES INC57174810225,979$5.2M0.29%
71ROYAL CARIBBEAN GROUP COM USD0v7780t10315,847$5.1M0.28%
72SELECT SECTOR SPDR TRUST TECHN81369y80317,031$4.8M0.27%
73MERCK &CO. INC COMMRK56,976$4.8M0.26%
74ELI LILLY AND COLLY6,094$4.6M0.26%
75JOHNSON &JOHNSON COM USD1.00JNJ24,911$4.6M0.26%
76iShares MSCI EAFE Small-Cap ET46428827360,026$4.6M0.25%
77VALERO ENERGY CORP COMVLO27,041$4.6M0.25%
78ISHARES TR MSCI USA VALUE46432f38836,695$4.6M0.25%
79UNITEDHEALTH GROUP INCUNH13,072$4.5M0.25%
80SPDR GOLD TR GOLD SHSGLD12,493$4.4M0.25%
81APPLIED MATERIALS INC COM USD003822210521,523$4.4M0.24%
82AIR PRODUCTS AND CHEMICALS INCAIIR15,889$4.3M0.24%
83VANGUARD INTL EQUITY INDEX FDS92204285879,311$4.3M0.24%
84BlackRock IncBLK3,685$4.3M0.24%
85VANGUARD FTSE Developed Market92194385871,609$4.3M0.24%
86MEDTRONIC PLCMDT44,824$4.3M0.24%
87GOLDMAN SACHS GROUP INC COM USGSCE5,327$4.2M0.23%
88QUEST DIAGNOSTICS INC COM USD0DGX22,175$4.2M0.23%
89Palantir Technologies IncPLTR23,162$4.2M0.23%
90DANAHER CORPORATION COM23585110220,573$4.1M0.23%
91KROGER CO COM USD1.00KR60,188$4.1M0.22%
92NETEASE INC ADS EACH REPR 25 CNETTF26,650$4.1M0.22%
93COCA-COLA COKO61,034$4.0M0.22%
94ISHARES TR MSCI ACWI EX US46428824062,204$4.0M0.22%
95Entergy Corp29364g10342,797$4.0M0.22%
96BOOKING HOLDINGS INC COMBKNG722$3.9M0.22%
97VANGUARD SPECIALIZED FUNDS DIV92190884417,899$3.9M0.21%
98MICROCHIP TECHNOLOGY INC. COMMCHPP60,125$3.9M0.21%
99GILEAD SCIENCES INC COM USD0.0GILD34,482$3.8M0.21%
100ISHARES CORE S&P MID-CAP ETF46428750758,617$3.8M0.21%
101REGIONS FINANCIAL CORP NEW COMRF-PF144,345$3.8M0.21%
102ARTHUR J. GALLAGHER & CO.36357610911,916$3.7M0.20%
103STRYKER CORPORATION COMSYK9,732$3.6M0.20%
104Rtx Corporation ComRTX20,402$3.4M0.19%
105SPDR PORTFOLIO S&P 500 VALUE E78464a50861,651$3.4M0.19%
106PFIZER INCPFE133,182$3.4M0.19%
107AUTOMATIC DATA PROCESSING INCADP11,476$3.4M0.19%
108Lam Research CorpLRCX24,934$3.3M0.18%
109DUKE ENERGY CORP NEW COM NEWDUKB25,866$3.2M0.18%
110ALTRIA GROUP INCMO47,323$3.1M0.17%
111AMAZON.COM INCAMZN13,960$3.1M0.17%
112iShares Russell 1000 ETF4642876228,344$3.0M0.17%
113BRISTOL-MYERS SQUIBB CO COMCELG-RI67,083$3.0M0.17%
114ISHARES RUSSELL 2000 VALUE ETF46428763016,816$3.0M0.16%
115ZOETIS INCZTS20,021$2.9M0.16%
116AMCOR PLC ORD USD0.01AMCCF356,976$2.9M0.16%
117PRIMERICA INC COM USD0.01PRI10,348$2.9M0.16%
118ARES MANAGEMENT CORPORATION CLARES-PB17,903$2.9M0.16%
119iShares Short Treasury Bond46428867925,326$2.8M0.15%
120NISOURCE INC 00500NI64,625$2.8M0.15%
121COSTAR GROUP INCCSGP32,901$2.8M0.15%
122ALLSTATE CORP COM USD0.01ALL-PJ12,642$2.7M0.15%
123SNAP-ON INCSNA7,825$2.7M0.15%
124TE Connectivity PLCTEL12,347$2.7M0.15%
125VERTEX PHARMACEUTICALS INC92532f1006,883$2.7M0.15%
126ISHARES TRUST MSCI EMG MKTS ET46428723450,376$2.7M0.15%
127CONOCOPHILLIPS COMCOP28,223$2.7M0.15%
128IDEXX LABORATORIES INC COM USD45168d1044,160$2.7M0.15%
129META PLATFORMS INC CLASS A COMMETA3,613$2.7M0.15%
130BANK AMERICA CORP COM06050510451,271$2.6M0.15%
131THERMO FISHER SCIENTIFIC INCTMO5,428$2.6M0.15%
132BROADCOM INC COMAVGO7,939$2.6M0.14%
133STARBUCKS CORP COM USD0.001SBUX30,557$2.6M0.14%
134LEIDOS HOLDINGS INCLDOS13,641$2.6M0.14%
135UNITED RENTALS INCURI2,656$2.5M0.14%
136VANGUARD SMALL-CAP INDEX FUND9229087519,909$2.5M0.14%
137REPUBLIC SERVICES INC76075910010,906$2.5M0.14%
138INVESCO QQQ TR UNIT SER 1IVZ4,166$2.5M0.14%
139COMCAST CORPCCZ79,217$2.5M0.14%
140AT&T INC COM USD1T-PC85,155$2.4M0.13%
141ALPHABET INC CAP STK CL AGOOG9,564$2.3M0.13%
142EOG RESOURCES INCEOG20,286$2.3M0.13%
143iShares Russell Top 200 Growth4642894388,208$2.2M0.12%
144Arista Networks IncANET15,227$2.2M0.12%
145VANGUARD INTL EQUITY INDEX FDS92204271815,510$2.2M0.12%
146BANK OF NEW YORK MELLON CORP C06405810020,122$2.2M0.12%
147MONDELEZ INTL INC COM NPV60920710534,959$2.2M0.12%
148Nvidia Corporation ComNVDA11,634$2.2M0.12%
149iShares Russell Mid-Cap ETF46428749922,377$2.2M0.12%
150CDW CORP COM USD0.01CDW13,350$2.1M0.12%
151PRICE T ROWE GROUPS COM USD0.2TROW20,627$2.1M0.12%
152ADOBE SYSTEMS INCORPORATED COMADBE5,885$2.1M0.11%
153SCHWAB CHARLES CORP COMSCHW-PJ21,661$2.1M0.11%
154PALO ALTO NETWORKS INC COM USDPANW10,086$2.1M0.11%
155ISHARES TR PFD AND INCM SEC46428868764,944$2.1M0.11%
156CME GROUP INC COMCME7,537$2.0M0.11%
157AMGEN INCAMGN7,085$2.0M0.11%
158iShares Ultra Short-Term Bond46434v87839,195$2.0M0.11%
159MASCO CORP COM USD1.00MAS28,223$2.0M0.11%
160PPG INDUSTRIES INC COM USD1.6669350610718,683$2.0M0.11%
161AES CORPAES149,153$2.0M0.11%
162ALPHABET INC CAP STK CL CGOOG8,024$2.0M0.11%
163TESLA INC COMTSLA4,349$1.9M0.11%
164MICROSOFT CORPMSFT3,596$1.9M0.10%
165SPDR SER TR S&P PHARMAC78464a72237,689$1.8M0.10%
166AGILENT TECHNOLOGIES INC COM UA14,077$1.8M0.10%
167APPLE INCAAPL6,926$1.8M0.10%
168iShares 10-20 Year Treasury Bo46428865317,113$1.8M0.10%
169VERIZON COMMUNICATIONS INCVZ39,890$1.8M0.10%
170AMERIPRISE FINANCIAL INC COM UAMP3,499$1.7M0.09%
171TELEDYNE TECHNOLOGIETDY2,894$1.7M0.09%
172United Airlines Holdings IncUNTCW17,485$1.7M0.09%
173VERISK ANALYTICS INC COMVRSK6,703$1.7M0.09%
174POOL CORP COMPOOL5,392$1.7M0.09%
175iShares Russell 2000 Growth ET4642876485,217$1.7M0.09%
176INVESCO QQQ TR UNIT SER 1IVZ2,772$1.7M0.09%
177Schwab U.S. Broad Market ETF80852410263,490$1.6M0.09%
178OREILLY AUTOMOTIVE INC COMORLY15,090$1.6M0.09%
179LOWES COMPANIES INC COM USD0.55486611076,376$1.6M0.09%
180THE CIGNA GROUP COM1255231005,507$1.6M0.09%
181NIKE INC CLASS B COM NPVNKE22,740$1.6M0.09%
182SPDR Bloomberg Barclays 1-3 Mo78468r66316,780$1.5M0.09%
183Berkshire Hathaway IncBRK-A2$1.5M0.08%
184JPMorgan U.S. Quality Factor E46641q76123,919$1.5M0.08%
185EASTMAN CHEM CO COMEMN23,399$1.5M0.08%
186JPMorgan U.S. Value Factor ETF46641q75331,044$1.5M0.08%
187SCHLUMBERGER LIMITED COM USD0.SLB42,315$1.5M0.08%
188JPMORGAN CHASE & COVYLD4,602$1.5M0.08%
189COLGATE-PALMOLIVE CO COM USD1.CL17,921$1.4M0.08%
190UNIVERSAL HLTH SVCS CLASS B9139031006,978$1.4M0.08%
191SPDR S&P Dividend ETF78464a76310,143$1.4M0.08%
192DELTA AIR LINES INCDAL24,899$1.4M0.08%
193Schwab US Dividend Equity ETF80852479751,450$1.4M0.08%
194BEST BUY CO INC COM USD0.10BBY18,493$1.4M0.08%
195BERKSHIRE HATHAWAY INC COM USDBRK-A2,671$1.3M0.07%
196Avantis U.S. Small Cap Value02507287713,278$1.3M0.07%
197SPDR S&P MIDCAP 400 ETFMDY2,183$1.3M0.07%
198J P MORGAN EXCHANGE ETF ULTRA46641q83725,629$1.3M0.07%
199HENRY SCHEIN INC COMHSIC19,529$1.3M0.07%
200INTUIT INCINTU1,892$1.3M0.07%
201COMM SERVICES SELECT SECTOR81369y85210,885$1.3M0.07%
202CVS HEALTH CORPORATION COMCVS16,971$1.3M0.07%
203CADENCE DESIGN SYSTEMS INC COMCDNS3,633$1.3M0.07%
204AMERICAN EXPRESS CO COM USD0.2AXP3,816$1.3M0.07%
205TYLER TECHNOLOGIES INCTYL2,384$1.2M0.07%
206SELECT SECTOR SPDR TR FINANCIA81369y60522,693$1.2M0.07%
207FLEXSHARES TRUST MORNINGSTAR GFLEX27,606$1.2M0.07%
208VANGUARD BD INDEX FDS TOTAL BN92193783516,168$1.2M0.07%
209Fidelity MSCI Information Tech3160928085,404$1.2M0.07%
210MARKETAXESS HOLDINGS INCMKTX6,863$1.2M0.07%
211EVERGY INCEVRG15,678$1.2M0.07%
212WORKDAY INC COM USD0.001 CL AWDAY4,946$1.2M0.07%
213AMEREN CORP COM USD0.01AEE10,842$1.1M0.06%
214MICROSOFT CORPMSFT2,154$1.1M0.06%
215VISA INCV3,127$1.1M0.06%
216ISHARES RUSSELL MID-CAP VALUE4642874737,613$1.1M0.06%
217BLACKSTONE INCBX6,217$1.1M0.06%
218MCKESSON CORPMCK1,374$1.1M0.06%
219iShares Russell Top 200 Value46428942012,077$1.1M0.06%
220EQUINIX INCEQIX1,353$1.1M0.06%
221PROGRESSIVE CORP COM7433151034,278$1.1M0.06%
222VANGUARD HIGH DIVIDEND YIELD E9219464067,479$1.1M0.06%
223SALESFORCE INC COMCRM4,437$1.1M0.06%
224CATERPILLAR INC COMCAT2,203$1.1M0.06%
225ISHARES TRUST GLOBAL REIT ETF46434v64740,921$1.0M0.06%
226CITIGROUP INCC-PR10,225$1.0M0.06%
227VANGUARD GROWTH ETF9229087362,161$1.0M0.06%
228iShares Treasury Floating Rate46434v86020,402$1.0M0.06%
229ELI LILLY AND COLLY1,352$1.0M0.06%
230ISHARES CORE S&P 500 ETF4642872001,527$1.0M0.06%
231ALPHABET INC CAP STK CL AGOOG4,119$1.0M0.06%
232ADVANCED MICRO DEVICES INCAMD5,948$962,3270.05%
233ELECTRONIC ARTS INCEA4,757$959,4100.05%
234VANECK SEMICONDUCTOR ETF92189f6762,927$955,3730.05%
235CONSUMER DISCRETIONARY SPDR81369y4073,971$951,6100.05%
236VANGUARD MID-CAP INDEX FUND9229086293,215$944,4480.05%
237CAPITAL ONE FINANCIAL CORP COMCOF-PN4,441$944,0680.05%
238MONSTER BEVERAGE CORP NEW COMMNST14,009$942,9710.05%
239IQVIA HLDGS INC COMIQV4,922$934,7940.05%
240CMS ENERGY CORPCMS-PC12,644$926,3220.05%
241AMAZON.COM INCAMZN4,182$918,2420.05%
242SOUTHERN COSOMN9,601$909,9010.05%
243CENTENE CORPCNC25,340$904,1310.05%
244NETFLIX INCNFLX746$894,3940.05%
245MARATHON PETROLEUM CORP COM USMPC4,627$891,7150.05%
246PROLOGIS INC. COMPLDGP7,775$890,4150.05%
247Robinhood Mkts Inc7707001026,160$881,9890.05%
248MASTERCARD INCORPORATED CL AMA1,542$877,3020.05%
249ORACLE CORPORCL-PD3,094$870,1190.05%
250DISNEY WALT CO COM2546871067,579$867,7550.05%
251ISHARES NATIONAL MUNI BOND ETF4642884148,099$862,4630.05%
252LOCKHEED MARTIN CORP COM USD1.LMT1,710$853,6490.05%
253VANGUARD INFORMATION TECH E92204a7021,136$848,1720.05%
254iShares S&P Global Infrastruct46428837213,599$831,1710.05%
255MARTIN MARIETTA MATERIALS INC5732841061,302$820,9300.05%
256ISHARES TR RUS MD CP GR ETF4642874815,753$819,3180.05%
257TRADEWEB MKTS INC CL A8926721067,340$814,5800.04%
258FORTINET INC COM USD0.001FTNT9,687$814,4830.04%
259GE AEROSPACE COM NEW3696043012,686$808,0630.04%
260INTEL CORP COM USD0.001INTC23,984$804,6630.04%
261DEERE & CODE1,749$799,7480.04%
262GARTNER INC COM USD0.0005IT3,020$793,8670.04%
263ACUITY INCAYI2,296$790,7190.04%
264QUALCOMM INCQCOM4,742$788,8960.04%
265ABBVIE INC COM USD0.01ABBV3,388$784,4900.04%
266CHUBB LIMITED COM NPVCB2,766$780,7680.04%
267SKYWORKS SOLUTIONSSWKS10,025$771,7250.04%
268CSX CORP COM USD1CSX21,487$763,0030.04%
269CHIPOTLE MEXICAN GRILL INCCMG19,438$761,7750.04%
270PHILIP MORRIS INTERNATIONAL IN7181721094,669$757,2720.04%
271BROADCOM INC COMAVGO2,273$749,8850.04%
272COSTCO WHOLESALE CORP COM USD0COST797$737,9390.04%
273HOME DEPOT INCHD1,813$734,4470.04%
274VANGUARD REAL ESTATE ETF9229085537,972$728,7840.04%
275ISHARES TRUST CORE MSCI EAFE E46432f8428,289$723,7220.04%
276BIO-TECHNE CORP COMTECH12,930$719,3040.04%
277AMPHENOL CORP CLASS A COM USD00320951015,749$711,4770.04%
278AMAZON.COM INCAMZN3,200$702,6240.04%
279Nvidia Corporation ComNVDA3,733$696,5030.04%
280Corpay IncCPAY2,398$690,7680.04%
281JOHNSON &JOHNSON COM USD1.00JNJ3,725$690,7320.04%
282COINBASE GLOBAL INC COM CL ACOIN2,030$685,1050.04%
283WALMART INC COMWMT6,568$676,8660.04%
284ISHARES SELECT DIVIDEND ETF4642871684,709$669,1490.04%
285SCHWAB US LARGE CAP GROWTH ETF80852430020,311$648,1380.04%
286CONSTELLATION ENERGY CORP COMCEG1,965$646,6510.04%
287LINDE PLC COMLIN1,360$645,8480.04%
288Ishares Bitcoin Trust EtfIBIT9,870$641,5500.04%
289GENERAL MTRS CO COM37045v10010,515$641,1000.04%
290VANGUARD INDEX FUNDS S&P 500 E9229083631,033$632,5890.03%
291META PLATFORMS INC CLASS A COMMETA861$632,3010.03%
292ISHARES CORE S&P SMALL-CAP E4642878045,301$629,9410.03%
293EXXON MOBIL CORPXOM5,579$629,0200.03%
2943M COMMM3,983$618,0410.03%
295VANGUARD RUSSELL 2000 ETF IV92206c6646,311$617,3390.03%
296ISHARES INC CORE MSCI EMERGING46434g1039,315$614,0330.03%
297ISHARES TRUST CORE US AGGBD ET4642872266,056$607,1170.03%
298ONEOK INC COM USD0.01OKE8,263$602,9510.03%
299VANECK J P MORGAN EM LCL CRY B92189h30023,406$597,0870.03%
300ECOLAB INCECL2,175$595,6460.03%
301PIMCO ETF TRUST ENHANCED SHORT72201r8335,875$591,5540.03%
302APPLE INCAAPL2,305$586,9220.03%
303REALTY INCOME CORP COMO9,557$580,9700.03%
304EXELON CORP COM NPVEXC12,837$577,8070.03%
305iShares Gold TrustIAU7,902$575,0290.03%
306HEALTH CARE SELECT SPDR81369y2094,113$572,4060.03%
307SEAGATE TECHNOLOGY HLDGS PUB Lg7997r1032,418$570,8800.03%
308Palantir Technologies IncPLTR3,059$558,0230.03%
309UNITED PARCEL SERVICE INC CL BUPS6,546$546,7870.03%
310PROCTER AND GAMBLE CO COM7427181093,547$544,9540.03%
311FIFTH THIRD BANCORPFITBM12,227$544,7050.03%
312AMERICAN TOWER CORP NEWAMT2,810$540,4350.03%
313JPMORGAN CHASE & COVYLD1,707$538,4390.03%
314VANGUARD INDEX FUNDS - VANGUAR9229087442,845$530,5640.03%
315TRUIST FINL CORP COMTFC-PR11,549$528,0300.03%
316PRUDENTIAL FINANCIAL INCPUKPF5,087$527,7250.03%
317iShares MSCI KLD 400 Social ET4642885704,176$525,9670.03%
318DIMENSIONAL US MARKETWIDE VALU25434v72411,740$524,6810.03%
319MICROSOFT CORPMSFT1,011$523,6470.03%
320YUM! BRANDS INCYUM3,441$523,0320.03%
321TESLA INC COMTSLA1,172$521,2120.03%
322LYONDELLBASELL INDUSTRIES N VLYB10,343$507,2210.03%
323BANK AMERICA CORP COM0605051049,716$501,2610.03%
324ISHARES TR MSCI USA QLT FCT46432f3392,571$500,0600.03%
325BP PLC SPONSORED ADRBPPFF14,487$499,2220.03%
326GE HEALTHCARE TECHNOLOGIES INCGEHC6,633$498,1430.03%
327GE AEROSPACE COM NEW3696043011,649$496,1560.03%
328PAYCHEX INC COM USD0.01PAYX3,815$483,6200.03%
329BOEING CO COM USD5.00BA-PA2,200$474,8260.03%
330iShares Russell 1000 Value ETF4642875982,304$469,0710.03%
331ADVANCED MICRO DEVICES INCAMD2,895$468,3820.03%
332ZIMMER BIOMET HOLDINGS INC COMZBH4,694$462,3590.03%
333SPDR GOLD TR GOLD SHSGLD1,260$447,8920.02%
334DIGITAL REALTY TRUST INC2538681032,586$447,0680.02%
335TEXAS INSTRUMENTS INC COM USD18825081042,425$445,5450.02%
336ABBOTT LABORATORIESABLZF3,314$443,8120.02%
337VISA INCV1,292$441,0630.02%
338PNC FINANCIAL SERVICES GROUP C6934751052,187$439,4340.02%
339CISCO SYSTEMS INCCSCO6,402$438,0280.02%
340EBAY INC. COMEBAY4,786$435,2870.02%
341SPDR EURO STOXX 50 ETF78463x2026,709$416,7630.02%
342AT&T INC COM USD1T-PC14,654$413,8340.02%
343PROSHARES TRUST BROOKFIELD GLO74347b5087,618$412,2360.02%
344KRAFT HEINZ CO COMKHC15,819$411,9270.02%
345UNITEDHEALTH GROUP INCUNH1,169$403,5050.02%
346CINTAS CORPCTAS1,955$401,2130.02%
347GE Vernova IncGEV649$399,0700.02%
348AVALONBAY COMMUNITIES INC COMAWX2,065$398,8960.02%
349TREX COMPANY INCTREX7,705$398,1230.02%
350WELLS FARGO CO NEW COM9497461014,698$393,8100.02%
351HUNTINGTON INGALLS INDUSTRIES4464131061,357$390,6940.02%
352SPDR DOW JONES INDUSTRIAL AVRGDIA840$389,5420.02%
353GOLDMAN SACHS GROUP INC COM USGSCE488$388,9480.02%
354CHEVRON CORP NEW COMCVX2,496$387,6570.02%
355HOLOGIC INCHOLX5,719$385,9750.02%
356APPLE INCAAPL1,511$384,7460.02%
357Hartford Insurance Group Inc CHIG-PG2,868$382,6290.02%
358UTILITIES SELECT SECTOR SPDR F81369y8864,369$381,0200.02%
359HOME DEPOT INCHD940$380,8790.02%
360AMERICAN EXPRESS CO COM USD0.2AXP1,135$376,8490.02%
361COCA-COLA COKO5,663$375,5740.02%
362STATE STREET CORPSTT-PG3,234$375,1760.02%
363ISHARES TR IBOXX HI YD ETF4642885134,594$372,9770.02%
364ISHARES TR ISHARES BIOTECH4642875562,566$370,4530.02%
365AMERICAN ELEC PWR CO INC COM0255371013,290$370,1250.02%
366INTUIT INCINTU541$369,5490.02%
367LINDE PLC COMLIN768$365,0350.02%
368INTERNATIONAL BUS MACH CORP COINTR1,283$361,8780.02%
369SALESFORCE INC COMCRM1,504$356,4630.02%
370CATERPILLAR INC COMCAT744$355,0610.02%
371ISHARES TR MSCI USA VALUE46432f3882,810$351,4220.02%
372MERCK &CO. INC COMMRK4,187$351,3850.02%
373PHILIP MORRIS INTERNATIONAL IN7181721092,162$350,6370.02%
374EATON CORPORATION PLCETN918$343,4010.02%
375MCDONALD S CORPMCD1,128$342,8760.02%
376Vanguard Short-Term Bond Index9219378274,322$341,0490.02%
377INTUITIVE SURGICAL INCISRG749$334,9750.02%
378AMPHENOL CORP CLASS A COM USD00320951012,700$334,0800.02%
379MASTERCARD INCORPORATED CL AMA586$333,3230.02%
380TRANE TECHNOLOGIES PLC COM USDTT785$331,3090.02%
381HCA HEALTHCARE INC COMHCA776$330,8620.02%
382AFLAC INC COM USD0.10AFL2,959$330,5200.02%
383CUMMINS INCCMI780$329,4490.02%
384HP INC COMHPQ11,903$324,1150.02%
385QUALCOMM INCQCOM1,935$321,9560.02%
386BERKSHIRE HATHAWAY INC COM USDBRK-A640$321,7540.02%
387Fidelity MSCI Health Care Inde3160926004,801$321,0620.02%
388APPLIED MATERIALS INC COM USD00382221051,564$320,1160.02%
389Lam Research CorpLRCX2,387$319,6120.02%
390BOSTON SCIENTIFIC CORPBSX3,263$318,5670.02%
391Rtx Corporation ComRTX1,891$316,5000.02%
392DIMENSIONAL INTERNATIONAL VAL25434v8076,858$316,3110.02%
393ROCKWELL AUTOMATION INC COM USROK900$314,5770.02%
394EATON CORPORATION PLCETN839$313,9960.02%
395VANGUARD SMALL CAP VALUE ETF9229086111,500$313,0150.02%
396DR HORTON INC COM STK USD0.0123331a1091,847$313,0110.02%
397THERMO FISHER SCIENTIFIC INCTMO638$309,4610.02%
398VANGUARD INTL EQUITY INDEX FDS9220427754,291$306,2490.02%
399MORGAN STANLEY COM USD0.01MS-PQ1,913$304,1500.02%
400ORACLE CORPORCL-PD1,081$304,0200.02%
401MOODYS CORP COM USD0.01MCO638$303,9940.02%
402SERVICENOW INC COM USD0.001NOW326$300,0110.02%
403VANGUARD EXTENDED MARKET ETF9229086521,433$299,9840.02%
404BlackRock IncBLK257$299,8690.02%
405Vanguard Russell 1000 Growth E92206c6802,483$299,2020.02%
406AMAZON.COM INCAMZN1,358$298,1760.02%
407KEYSIGHT TECHNOLOGIES INC COMKEYS1,699$297,1890.02%
408GE Vernova IncGEV480$295,1560.02%
409DOW INC COMDOW12,706$291,3470.02%
410KLA CORP COM NEWKLAC267$288,1070.02%
411Fidelity MSCI Financials Index3160925013,762$287,1910.02%
412BROADCOM INC COMAVGO867$286,0320.02%
413DIMENSIONAL U S SMALL CAP ETF25434v5004,146$283,8680.02%
414Samsara IncIOT7,585$282,5410.02%
415BOOKING HOLDINGS INC COMBKNG52$280,7620.02%
416PEPSICO INCPEP1,987$279,0540.02%
417MICRON TECHNOLOGY INCMU1,665$278,6420.02%
418TAIWAN SEMICONDUCTOR MANUFACTU874039100994$277,5910.02%
419WELLS FARGO CO NEW COM9497461013,299$276,4910.02%
420COPART INC COM USD0.0001CPRT6,119$275,1570.02%
421NEXTERA ENERGY INC COM USD0.01NEE-PW3,631$274,0730.02%
422S&P GLOBAL INC COMSPGI562$273,5930.02%
423META PLATFORMS INC CLASS A COMMETA372$273,1890.02%
424MICROSOFT CORPMSFT521$269,8520.01%
425Schwab U.S. TIPs ETF8085248709,961$268,4490.01%
426DISNEY WALT CO COM2546871062,314$264,9700.01%
427iShares MSCI EAFE Small-Cap ET4642882733,452$264,8710.01%
428PROGRESSIVE CORP COM7433151031,071$264,5670.01%
429ISHARES RUSSELL 3000 INDEX FUN464287689696$263,7420.01%
430ELI LILLY AND COLLY343$261,7090.01%
431UNION PAC CORP COMUNP1,103$260,7160.01%
432TJX COMPANIES INC8725401091,776$256,6740.01%
433TEXAS INSTRUMENTS INC COM USD18825081041,390$255,3850.01%
434ISHARES MSCI ACWI ETF4642882571,836$253,7980.01%
435JOHNSON &JOHNSON COM USD1.00JNJ1,368$253,6550.01%
436ADOBE SYSTEMS INCORPORATED COMADBE719$253,6270.01%
437ILLINOIS TOOL WORKS INC COM US452308109971$253,1980.01%
438AMGEN INCAMGN880$248,4160.01%
439BOSTON SCIENTIFIC CORPBSX2,533$247,2970.01%
440VERIZON COMMUNICATIONS INCVZ5,577$245,1080.01%
441NETFLIX INCNFLX204$244,5800.01%
442MORGAN STANLEY COM USD0.01MS-PQ1,531$243,3490.01%
443Fidelity MSCI Industrials Inde3160927092,962$242,7060.01%
444ISHARES TRUST IBOXX INV CP ETF4642872422,170$241,8900.01%
445SPDR DOW JONES GLOBAL REAL EST78463x7495,247$240,1700.01%
446HEALTHPEAK PROPERTIES INC COMDOC12,524$239,8350.01%
447ALPHABET INC CAP STK CL CGOOG983$239,4100.01%
448ACCENTURE PLCACN968$238,6420.01%
449SCHWAB CHARLES CORP COMSCHW-PJ2,489$237,6630.01%
450Fidelity MSCI Communication Se3160928733,345$237,3720.01%
451UBER TECHNOLOGIES INC COMUBER2,419$236,9890.01%
452CAPITAL ONE FINANCIAL CORP COMCOF-PN1,111$236,2480.01%
453SPDR PORTFOLIO HIGH YIELD BOND78468r6069,840$235,5700.01%
454GENERAL MILLS INC COM USD0.103703341044,659$234,9070.01%
455ASML HOLDING NV EUR0.09 NY REGASMLF242$234,2780.01%
456ROYAL CARIBBEAN GROUP COM USD0v7780t103723$233,9680.01%
457Nvidia Corporation ComNVDA1,246$232,4790.01%
458ISHARES TR 0-3 MNTH TREASRY46436e7182,302$231,8110.01%
459SIMON PROPERTY GROUP INC8288061091,212$227,4560.01%
460ASTRAZENECA ADR REP 0.5 ORDAZN2,947$226,0940.01%
461CITIGROUP INCC-PR2,217$224,9900.01%
462DANAHER CORPORATION COM2358511021,129$223,8480.01%
463WELLTOWER INC COMWELL1,254$223,4680.01%
464BROADCOM INC COMAVGO677$223,3490.01%
465CONOCOPHILLIPS COMCOP2,327$220,1320.01%
466PROCTER AND GAMBLE CO COM7427181091,432$220,0270.01%
467EMCOR GROUP INCEME336$218,2450.01%
468INTERNATIONAL BUS MACH CORP COINTR770$217,2630.01%
469AUTOMATIC DATA PROCESSING INCADP740$217,0980.01%
470Vanguard Total International S9219097682,944$216,2660.01%
471STRYKER CORPORATION COMSYK584$216,0010.01%
472SYSCO CORPSYY2,612$215,0720.01%
473WILLIAMS COS INC COM9694571003,394$215,0100.01%
474LOWES COMPANIES INC COM USD0.5548661107854$214,6870.01%
475DEERE & CODE468$214,0660.01%
476IRON MTN INC DEL COMIRM2,093$213,3600.01%
477FORD MTR CO DEL COM34537086017,822$213,1460.01%
478OREILLY AUTOMOTIVE INC COMORLY1,972$212,6010.01%
479MOSAIC CO NEW COMMOS6,121$212,2770.01%
480DARDEN RESTAURANTS INCDRI1,111$211,5670.01%
481NXP Semiconductors NVNXPI929$211,5610.01%
482JOHNSON CONTROLS INTERNATIONALJCI1,923$211,4850.01%
483Vanguard Global ex-U.S. Real E9220426764,426$211,3110.01%
484HONEYWELL INTERNATIONAL INC4385161061,002$210,8160.01%
485ALPHABET INC CAP STK CL AGOOG867$210,7680.01%
486Arista Networks IncANET1,442$210,1140.01%
487EDWARDS LIFESCIENCES CORPEW2,692$209,3570.01%
488TESLA INC COMTSLA467$207,6840.01%
489PARKER-HANNIFIN CORP COMPH269$204,0820.01%
490JPMORGAN CHASE & COVYLD641$202,1910.01%
491PHILLIPS 66 COMPSX1,484$201,8540.01%
492MCKESSON CORPMCK261$201,6560.01%
493PUBLIC SVC ENTERPRISE GRP INC7445731062,414$201,4720.01%
494MARSH &MCLENNAN COMPANIES INC571748102997$201,0040.01%
495ABBVIE INC COM USD0.01ABBV863$199,8190.01%
496DELL TECHNOLOGIES INC CL CDELL1,406$199,3290.01%
497NOVARTIS AGNVSEF1,544$198,0030.01%
498ALIBABA GROUP HOLDING LTD SPONBBAAY1,100$196,6030.01%
499GILEAD SCIENCES INC COM USD0.0GILD1,746$193,8560.01%
500PROLOGIS INC. COMPLDGP1,688$193,3460.01%