Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2025 · Filed February 4, 2026 · Accession 0001626116-26-000001

Total Value
$1.70B
Positions
1,311
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL347,099$94.4M5.68%
2iShares Russell Top 200 Growth464289438302,455$83.8M5.04%
3MICROSOFT CORPMSFT135,675$65.6M3.95%
4BROADCOM INC COMAVGO164,622$57.0M3.43%
5ISHARES TRUST CORE MSCI EAFE E46432f842533,965$47.8M2.88%
6iShares Russell Top 200 Value464289420508,406$46.7M2.81%
7AMAZON.COM INCAMZN185,670$42.9M2.58%
8ISHARES TRUST CORE US AGGBD ET464287226370,967$37.1M2.23%
9ISHARES RUSSELL MID-CAP VALUE464287473262,626$37.0M2.23%
10Nvidia Corporation ComNVDA194,367$36.2M2.18%
11ISHARES CORE S&P 500 ETF46428720050,452$34.6M2.08%
12ALPHABET INC CAP STK CL AGOOG100,990$31.6M1.90%
13JPMORGAN CHASE & COVYLD93,420$30.1M1.81%
14ISHARES TR RUS MD CP GR ETF464287481185,968$25.5M1.53%
15STATE STREET SPDR S&P 500 ETFSPY35,942$24.5M1.48%
16ALPHABET INC CAP STK CL CGOOG70,194$22.0M1.33%
17Vanguard Core Bond ETF922020748275,274$21.4M1.29%
18VANGUARD INDEX FUNDS S&P 500 E92290836330,372$19.0M1.15%
19META PLATFORMS INC CLASS A COMMETA27,570$18.2M1.10%
20VISA INCV49,998$17.5M1.06%
21ISHARES INC CORE MSCI EMERGING46434g103247,743$16.7M1.00%
22VANGUARD RUSSELL 2000 ETF IV92206c664151,788$15.1M0.91%
23HOME DEPOT INCHD43,136$14.8M0.89%
24ABBVIE INC COM USD0.01ABBV64,061$14.6M0.88%
25CISCO SYSTEMS INCCSCO162,551$12.5M0.75%
26Dimensional International Smal25434v773347,306$11.4M0.69%
27VANGUARD INDEX FDS VANGUARD TO92290876931,999$10.7M0.65%
28ISHARES TR RUS 1000 GRW ETF46428761422,324$10.6M0.64%
29ORACLE CORPORCL-PD53,437$10.4M0.63%
30INTERNATIONAL BUS MACH CORP COINTR35,136$10.4M0.63%
31NETFLIX INCNFLX107,689$10.1M0.61%
32COSTCO WHOLESALE CORP COM USD0COST11,279$9.7M0.59%
33EXXON MOBIL CORPXOM80,591$9.7M0.58%
34BERKSHIRE HATHAWAY INC COM USDBRK-A19,275$9.7M0.58%
35TJX COMPANIES INC87254010959,985$9.2M0.55%
36ISHARES TR MSCI USA QLT FCT46432f33946,205$9.2M0.55%
37WALMART INC COMWMT79,516$8.9M0.53%
38EATON CORPORATION PLCETN27,489$8.8M0.53%
39UNION PAC CORP COMUNP36,820$8.5M0.51%
40ISHARES NATIONAL MUNI BOND ETF46428841477,521$8.3M0.50%
41ELI LILLY AND COLLY7,707$8.3M0.50%
42TESLA INC COMTSLA18,041$8.1M0.49%
43PROCTER AND GAMBLE CO COM74271810955,759$8.0M0.48%
44ISHARES TR INTRM GOV CR ETF46428861272,509$7.8M0.47%
45Nvidia Corporation ComNVDA39,473$7.4M0.44%
46CHEVRON CORP NEW COMCVX48,049$7.3M0.44%
47ACCENTURE PLCACN27,133$7.3M0.44%
48L3HARRIS TECHNOLOGIES INC COMLHX24,547$7.2M0.43%
49ANALOG DEVICES INC COM USD0.16ADI26,508$7.2M0.43%
50ABBOTT LABORATORIESABLZF57,378$7.2M0.43%
51INTUITIVE SURGICAL INCISRG12,496$7.1M0.43%
52PEPSICO INCPEP48,892$7.0M0.42%
53ISHARES RUSSELL 2000 ETF46428765527,914$6.9M0.41%
54SCHWAB INTERNATIONAL EQUITY ET808524805283,866$6.8M0.41%
55ISHARES TR MSCI INTL QUALTY46434v456146,152$6.6M0.40%
56ISHARES MSCI EAFE ETF46428746567,983$6.5M0.39%
57ISHARES CORE S&P SMALL-CAP E46428780454,305$6.5M0.39%
58NEXTERA ENERGY INC COM USD0.01NEE-PW77,689$6.2M0.38%
59APPLE INCAAPL22,769$6.2M0.37%
60BROADRIDGE FINANCIAL SOLUTIONBR26,823$6.0M0.36%
61MASTERCARD INCORPORATED CL AMA10,293$5.9M0.35%
62MICROSOFT CORPMSFT12,029$5.8M0.35%
63ELEVANCE HEALTH INC COMELV16,245$5.7M0.34%
64ISHARES TR 0-3 MNTH TREASRY46436e71854,577$5.5M0.33%
65INTERCONTINENTAL EXCHANGE INCICE33,742$5.5M0.33%
66HONEYWELL INTERNATIONAL INC43851610626,855$5.2M0.32%
67KINDER MORGAN INC COM USD0.01EP-PC187,853$5.2M0.31%
68APPLIED MATERIALS INC COM USD003822210519,980$5.1M0.31%
69JOHNSON &JOHNSON COM USD1.00JNJ24,083$5.0M0.30%
70BOOKING HOLDINGS INC COMBKNG905$4.8M0.29%
71MCDONALD S CORPMCD15,568$4.8M0.29%
72iShares Core S&P Total U.S. St46428715031,762$4.7M0.28%
73MERCK &CO. INC COMMRK44,785$4.7M0.28%
74iShares MSCI EAFE Small-Cap ET46428827360,521$4.7M0.28%
75WASTE MANAGEMENT INCWM21,124$4.6M0.28%
76Palantir Technologies IncPLTR25,952$4.6M0.28%
77COCA-COLA COKO64,476$4.5M0.27%
78GOLDMAN SACHS GROUP INC COM USGSCE5,077$4.5M0.27%
79COSTAR GROUP INCCSGP65,990$4.4M0.27%
80VANGUARD FTSE Developed Market92194385870,211$4.4M0.26%
81REGIONS FINANCIAL CORP NEW COMRF-PF157,198$4.3M0.26%
82VANGUARD INTL EQUITY INDEX FDS92204285878,636$4.2M0.25%
83MARSH COM57174810222,300$4.1M0.25%
84IDEXX LABORATORIES INC COM USD45168d1046,069$4.1M0.25%
85Lam Research CorpLRCX23,969$4.1M0.25%
86ISHARES TR MSCI USA VALUE46432f38828,906$4.0M0.24%
87UNITEDHEALTH GROUP INCUNH11,730$3.9M0.23%
88AMCOR PLC ORD USD0.01AMCCF462,704$3.9M0.23%
89MEDTRONIC PLCMDT40,159$3.9M0.23%
90PRICE T ROWE GROUPS COM USD0.2TROW36,816$3.8M0.23%
91ISHARES TR MSCI ACWI EX US46428824056,019$3.8M0.23%
92ALTRIA GROUP INCMO63,287$3.6M0.22%
93Entergy Corp29364g10339,333$3.6M0.22%
94BlackRock IncBLK3,317$3.6M0.21%
95SPDR GOLD TR GOLD SHSGLD8,815$3.5M0.21%
96VANGUARD SPECIALIZED FUNDS DIV92190884415,798$3.5M0.21%
97DANAHER CORPORATION COM23585110215,134$3.5M0.21%
98GILEAD SCIENCES INC COM USD0.0GILD27,083$3.3M0.20%
99iShares Russell 1000 ETF4642876228,840$3.3M0.20%
100ROYAL CARIBBEAN GROUP COM USD0v7780t10311,732$3.3M0.20%
101BRISTOL-MYERS SQUIBB CO COMCELG-RI59,252$3.2M0.19%
102ZOETIS INCZTS25,351$3.2M0.19%
103EASTMAN CHEM CO COMEMN49,232$3.1M0.19%
104KROGER CO COM USD1.00KR49,955$3.1M0.19%
105AMAZON.COM INCAMZN13,339$3.1M0.19%
106LEIDOS HOLDINGS INCLDOS17,026$3.1M0.18%
107CONOCOPHILLIPS COMCOP32,772$3.1M0.18%
108VALERO ENERGY CORP COMVLO18,699$3.0M0.18%
109QUEST DIAGNOSTICS INC COM USD0DGX16,978$2.9M0.18%
110DUKE ENERGY CORP NEW COM NEWDUKB24,914$2.9M0.18%
111ALPHABET INC CAP STK CL AGOOG9,232$2.9M0.17%
112SPDR PORTFOLIO S&P 500 VALUE E78464a50850,530$2.9M0.17%
113AUTOMATIC DATA PROCESSING INCADP11,156$2.9M0.17%
114SNAP-ON INCSNA8,235$2.8M0.17%
115ISHARES CORE S&P MID-CAP ETF46428750742,675$2.8M0.17%
116AIR PRODUCTS AND CHEMICALS INCAIIR11,301$2.8M0.17%
117STRYKER CORPORATION COMSYK7,916$2.8M0.17%
118ALLSTATE CORP COM USD0.01ALL-PJ13,300$2.8M0.17%
119NETEASE INC ADS EACH REPR 25 CNETTF19,850$2.7M0.16%
120VERISK ANALYTICS INC COMVRSK12,138$2.7M0.16%
121ISHARES TRUST MSCI EMG MKTS ET46428723449,488$2.7M0.16%
122ISHARES RUSSELL 2000 VALUE ETF46428763014,683$2.7M0.16%
123PFIZER INCPFE106,535$2.7M0.16%
124BROADCOM INC COMAVGO7,642$2.6M0.16%
125AMPHENOL CORP CLASS A COM USD003209510119,502$2.6M0.16%
126VANGUARD SMALL-CAP INDEX FUND92290875110,026$2.6M0.16%
127PROLOGIS INC. COMPLDGP19,986$2.6M0.15%
128BANK AMERICA CORP COM06050510445,703$2.5M0.15%
129REPUBLIC SERVICES INC76075910011,809$2.5M0.15%
130FRANKLIN RES INCBEN104,622$2.5M0.15%
131SPDR SER TR S&P PHARMAC78464a72243,450$2.4M0.15%
132COINBASE GLOBAL INC COM CL ACOIN10,721$2.4M0.15%
133ALPHABET INC CAP STK CL CGOOG7,721$2.4M0.15%
134CME GROUP INC COMCME8,834$2.4M0.15%
135SELECT SECTOR SPDR TRUST TECHN81369y80316,520$2.4M0.14%
136INVESCO QQQ TR UNIT SER 1IVZ3,868$2.4M0.14%
137MICROCHIP TECHNOLOGY INC. COMMCHPP37,012$2.4M0.14%
138United Airlines Holdings IncUNTCW20,968$2.3M0.14%
139iShares Russell Mid-Cap ETF46428749923,924$2.3M0.14%
140AMGEN INCAMGN7,007$2.3M0.14%
141META PLATFORMS INC CLASS A COMMETA3,451$2.3M0.14%
142UNIVERSAL HLTH SVCS CLASS B91390310010,366$2.3M0.14%
143PRIMERICA INC COM USD0.01PRI8,390$2.2M0.13%
144VANGUARD INTL EQUITY INDEX FDS92204271815,089$2.2M0.13%
145EVERGY INCEVRG29,784$2.2M0.13%
146EXELON CORP COM NPVEXC48,391$2.1M0.13%
147UNITED RENTALS INCURI2,589$2.1M0.13%
148COMCAST CORPCCZ68,703$2.1M0.12%
149Rtx Corporation ComRTX11,116$2.0M0.12%
150ARES MANAGEMENT CORPORATION CLARES-PB12,501$2.0M0.12%
151SCHWAB CHARLES CORP COMSCHW-PJ20,137$2.0M0.12%
152iShares Short Treasury Bond46428867918,180$2.0M0.12%
153Nvidia Corporation ComNVDA10,652$2.0M0.12%
154TESLA INC COMTSLA4,224$1.9M0.11%
155ADOBE SYSTEMS INCORPORATED COMADBE5,316$1.9M0.11%
156BANK OF NEW YORK MELLON CORP C06405810015,177$1.8M0.11%
157APPLE INCAAPL6,335$1.7M0.10%
158AMERIPRISE FINANCIAL INC COM UAMP3,488$1.7M0.10%
159INVESCO QQQ TR UNIT SER 1IVZ2,719$1.7M0.10%
160CENTENE CORPCNC40,435$1.7M0.10%
161ISHARES SELECT DIVIDEND ETF46428716811,722$1.7M0.10%
162MASCO CORP COM USD1.00MAS25,928$1.6M0.10%
163AT&T INC COM USD1T-PC66,154$1.6M0.10%
164PALO ALTO NETWORKS INC COM USDPANW8,816$1.6M0.10%
165THE CIGNA GROUP COM1255231005,832$1.6M0.10%
166MICROSOFT CORPMSFT3,299$1.6M0.10%
167Avantis U.S. Small Cap Value02507287714,977$1.5M0.09%
168Berkshire Hathaway IncBRK-A2$1.5M0.09%
169SPDR Bloomberg Barclays 1-3 Mo78468r66316,489$1.5M0.09%
170AGILENT TECHNOLOGIES INC COM UA11,031$1.5M0.09%
171CHIPOTLE MEXICAN GRILL INCCMG40,528$1.5M0.09%
172EOG RESOURCES INCEOG13,974$1.5M0.09%
173ELI LILLY AND COLLY1,337$1.4M0.09%
174STARBUCKS CORP COM USD0.001SBUX16,867$1.4M0.09%
175JPMORGAN CHASE & COVYLD4,405$1.4M0.09%
176COMM SERVICES SELECT SECTOR81369y85212,056$1.4M0.09%
177SPDR S&P Dividend ETF78464a76310,143$1.4M0.08%
178CDW CORP COM USD0.01CDW10,306$1.4M0.08%
179AMERICAN ELEC PWR CO INC COM02553710112,122$1.4M0.08%
180AMERICAN EXPRESS CO COM USD0.2AXP3,735$1.4M0.08%
181OREILLY AUTOMOTIVE INC COMORLY15,068$1.4M0.08%
182Arista Networks IncANET10,293$1.3M0.08%
183ISHARES TR PFD AND INCM SEC46428868743,165$1.3M0.08%
184TE Connectivity PLCTEL5,771$1.3M0.08%
185Schwab U.S. Broad Market ETF80852410249,768$1.3M0.08%
186MONDELEZ INTL INC COM NPV60920710523,881$1.3M0.08%
187ARTHUR J. GALLAGHER & CO.3635761094,915$1.3M0.08%
188CATERPILLAR INC COMCAT2,214$1.3M0.08%
189BERKSHIRE HATHAWAY INC COM USDBRK-A2,493$1.3M0.08%
190TELEDYNE TECHNOLOGIETDY2,435$1.2M0.07%
191THERMO FISHER SCIENTIFIC INCTMO2,141$1.2M0.07%
192VERIZON COMMUNICATIONS INCVZ30,162$1.2M0.07%
193Fidelity MSCI Information Tech3160928085,405$1.2M0.07%
194INTUIT INCINTU1,803$1.2M0.07%
195FLEXSHARES TRUST MORNINGSTAR GFLEX25,781$1.2M0.07%
196SLB LIMITEDSLB30,692$1.2M0.07%
197SPDR S&P MIDCAP 400 ETFMDY1,932$1.2M0.07%
198ALPHABET INC CAP STK CL AGOOG3,702$1.2M0.07%
199VERTEX PHARMACEUTICALS INC92532f1002,517$1.1M0.07%
200CADENCE DESIGN SYSTEMS INC COMCDNS3,633$1.1M0.07%
201ADVANCED MICRO DEVICES INCAMD5,299$1.1M0.07%
202CITIGROUP INCC-PR9,657$1.1M0.07%
203MCKESSON CORPMCK1,373$1.1M0.07%
204DELTA AIR LINES INCDAL16,096$1.1M0.07%
205iShares 10-20 Year Treasury Bo46428865310,614$1.1M0.06%
206TYLER TECHNOLOGIES INCTYL2,355$1.1M0.06%
207Ishares Bitcoin Trust EtfIBIT21,410$1.1M0.06%
208IQVIA HLDGS INC COMIQV4,679$1.1M0.06%
209VISA INCV3,004$1.1M0.06%
210iShares Russell 2000 Growth ET4642876483,257$1.1M0.06%
211VANGUARD GROWTH ETF9229087362,136$1.0M0.06%
212MICROSOFT CORPMSFT2,154$1.0M0.06%
213JPMorgan U.S. Value Factor ETF46641q75321,019$1.0M0.06%
214Schwab US Dividend Equity ETF80852479736,749$1.0M0.06%
215JPMorgan U.S. Quality Factor E46641q76115,195$960,0130.06%
216CVS HEALTH CORPORATION COMCVS12,009$953,0340.06%
217PROGRESSIVE CORP COM7433151034,184$952,7490.06%
218ISHARES TRUST GLOBAL REIT ETF46434v64738,129$951,3080.06%
219BLACKSTONE INCBX6,117$942,8740.06%
220BEST BUY CO INC COM USD0.10BBY13,920$931,6870.06%
221SALESFORCE INC COMCRM3,513$930,5700.06%
222ELECTRONIC ARTS INCEA4,492$917,7760.06%
223VANGUARD BD INDEX FDS TOTAL BN92193783512,320$912,5420.05%
224DISNEY WALT CO COM2546871067,967$906,3650.05%
225NISOURCE INC 00500NI21,624$903,0210.05%
226QUALCOMM INCQCOM5,271$901,6210.05%
227POOL CORP COMPOOL3,884$888,5350.05%
228AMAZON.COM INCAMZN3,814$880,3470.05%
229PHILIP MORRIS INTERNATIONAL IN7181721095,320$853,3050.05%
230CHUBB LIMITED COM NPVCB2,707$844,9800.05%
231iShares S&P Global Infrastruct46428837213,483$827,3170.05%
232ACUITY INCAYI2,296$826,6520.05%
233MASTERCARD INCORPORATED CL AMA1,445$825,1190.05%
234LOCKHEED MARTIN CORP COM USD1.LMT1,695$819,8210.05%
235MARTIN MARIETTA MATERIALS INC5732841061,302$810,4550.05%
236CSX CORP COM USD1CSX21,753$788,5460.05%
237CONSTELLATION ENERGY CORP COMCEG2,224$785,7100.05%
238Profesionally Managed Portfoli74316p57911,901$779,6350.05%
239DEERE & CODE1,652$769,1220.05%
240SEAGATE TECHNOLOGY HLDGS PUB Lg7997r1032,792$768,8410.05%
241iShares Treasury Floating Rate46434v86015,152$764,5700.05%
242EQUINIX INCEQIX994$761,3420.05%
243CONSUMER DISCRETIONARY SPDR81369y4076,306$752,9990.05%
244ABBVIE INC COM USD0.01ABBV3,279$749,2510.05%
245JOHNSON &JOHNSON COM USD1.00JNJ3,601$745,2740.04%
246WORKDAY INC COM USD0.001 CL AWDAY3,452$741,4910.04%
247AES CORPAES51,603$739,9940.04%
248AMAZON.COM INCAMZN3,200$738,6240.04%
249APPLE INCAAPL2,687$730,4880.04%
250MARATHON PETROLEUM CORP COM USMPC4,459$725,1150.04%
251WALMART INC COMWMT6,337$705,9700.04%
252iShares Ultra Short-Term Bond46434v87813,758$695,8800.04%
253BROADCOM INC COMAVGO2,006$694,2770.04%
254Robinhood Mkts Inc7707001026,074$686,9690.04%
255GENERAL MTRS CO COM37045v1008,420$684,7140.04%
256Nvidia Corporation ComNVDA3,614$674,0110.04%
257NETFLIX INCNFLX7,077$663,5400.04%
258SCHWAB US LARGE CAP GROWTH ETF80852430020,314$662,6280.04%
259iShares Gold TrustIAU8,152$661,6980.04%
260ONEOK INC COM USD0.01OKE9,002$661,6470.04%
261SOUTHERN COSOMN7,505$654,4280.04%
262CAPITAL ONE FINANCIAL CORP COMCOF-PN2,639$639,5880.04%
2633M COMMM3,967$635,1090.04%
264COSTCO WHOLESALE CORP COM USD0COST731$630,5680.04%
265INTEL CORP COM USD0.001INTC16,931$624,7540.04%
266EXXON MOBIL CORPXOM5,185$623,9500.04%
267NIKE INC CLASS B COM NPVNKE9,781$623,1540.04%
268VANGUARD MID-CAP INDEX FUND9229086292,142$621,6860.04%
269LOWES COMPANIES INC COM USD0.55486611072,549$614,7880.04%
270PRUDENTIAL FINANCIAL INCPUKPF5,384$607,7460.04%
271GE AEROSPACE COM NEW3696043011,969$606,5770.04%
272J P MORGAN EXCHANGE ETF ULTRA46641q83711,903$602,1730.04%
273ADVANCED MICRO DEVICES INCAMD2,800$599,6480.04%
274COLGATE-PALMOLIVE CO COM USD1.CL7,588$599,6040.04%
275VANECK J P MORGAN EM LCL CRY B92189h30023,120$596,9580.04%
276GE HEALTHCARE TECHNOLOGIES INCGEHC7,213$591,6170.04%
277HOME DEPOT INCHD1,706$586,8960.04%
278MONSTER BEVERAGE CORP NEW COMMNST7,645$586,1700.04%
279ORACLE CORPORCL-PD2,888$562,8740.03%
280UNITED PARCEL SERVICE INC CL BUPS5,580$553,4800.03%
281DIMENSIONAL US MARKETWIDE VALU25434v72411,749$547,3870.03%
282ECOLAB INCECL2,079$545,7790.03%
283TRADEWEB MKTS INC CL A8926721065,052$543,2800.03%
284VANGUARD INDEX FUNDS - VANGUAR9229087442,843$542,9850.03%
285REALTY INCOME CORP COMO9,601$541,2080.03%
286iShares MSCI KLD 400 Social ET4642885704,176$537,9940.03%
287Palantir Technologies IncPLTR2,995$532,3610.03%
288PAYCHEX INC COM USD0.01PAYX4,703$527,6020.03%
289TRUIST FINL CORP COMTFC-PR10,621$522,6700.03%
290JPMORGAN CHASE & COVYLD1,608$518,1300.03%
291MICRON TECHNOLOGY INCMU1,784$509,2640.03%
292BP PLC SPONSORED ADRBPPFF14,659$509,1070.03%
293BANK AMERICA CORP COM0605051049,256$509,0940.03%
294GARTNER INC COM USD0.0005IT2,016$508,5960.03%
295VANGUARD REAL ESTATE ETF9229085535,737$507,6500.03%
296META PLATFORMS INC CLASS A COMMETA767$506,2890.03%
297YUM! BRANDS INCYUM3,284$496,8040.03%
298LINDE PLC COMLIN1,162$495,5680.03%
299iShares Russell 1000 Value ETF4642875982,304$484,6230.03%
300MICROSOFT CORPMSFT1,002$484,5870.03%
301GE AEROSPACE COM NEW3696043011,572$484,3290.03%
302TESLA INC COMTSLA1,067$479,8510.03%
303CISCO SYSTEMS INCCSCO6,098$469,7320.03%
304FIFTH THIRD BANCORPFITBM9,616$450,1120.03%
305PROCTER AND GAMBLE CO COM7427181093,133$448,9500.03%
306MERCK &CO. INC COMMRK4,184$440,3710.03%
307VANGUARD INFORMATION TECH E92204a702578$435,6850.03%
308SPDR EURO STOXX 50 ETF78463x2026,709$431,9930.03%
309PNC FINANCIAL SERVICES GROUP C6934751052,054$428,7310.03%
310SKYWORKS SOLUTIONSSWKS6,696$424,5930.03%
311INTUITIVE SURGICAL INCISRG738$417,9740.03%
312VISA INCV1,186$415,9420.03%
313GOLDMAN SACHS GROUP INC COM USGSCE471$414,3730.02%
314CATERPILLAR INC COMCAT723$414,2580.02%
315WELLS FARGO CO NEW COM9497461014,438$413,6600.02%
316Corpay IncCPAY1,372$412,8760.02%
317PIMCO ETF TRUST ENHANCED SHORT72201r8334,065$407,8820.02%
318EBAY INC. COMEBAY4,672$406,9310.02%
319AMERICAN EXPRESS CO COM USD0.2AXP1,097$405,6660.02%
320JOHNSON CONTROLS INTERNATIONALJCI3,376$404,2360.02%
321SPDR DOW JONES INDUSTRIAL AVRGDIA840$403,6790.02%
322CUMMINS INCCMI766$391,0050.02%
323Lam Research CorpLRCX2,282$390,6230.02%
324APPLIED MATERIALS INC COM USD00382221051,518$389,9880.02%
325SALESFORCE INC COMCRM1,463$387,5800.02%
326UNITEDHEALTH GROUP INCUNH1,174$387,4050.02%
327Hartford Insurance Group Inc CHIG-PG2,798$385,5280.02%
328LYONDELLBASELL INDUSTRIES N VLYB8,854$383,3780.02%
329BIO-TECHNE CORP COMTECH6,513$383,0460.02%
330ABBOTT LABORATORIESABLZF3,052$382,3240.02%
331CINTAS CORPCTAS2,019$379,6990.02%
332HEALTH CARE SELECT SPDR81369y2092,415$373,8420.02%
333COCA-COLA COKO5,328$372,4840.02%
334AMERICAN TOWER CORP NEWAMT2,116$371,5200.02%
335HCA HEALTHCARE INC COMHCA789$368,5080.02%
336KRAFT HEINZ CO COMKHC15,147$367,3150.02%
337THERMO FISHER SCIENTIFIC INCTMO633$366,8140.02%
338INTERNATIONAL BUS MACH CORP COINTR1,235$365,6800.02%
339TEXAS INSTRUMENTS INC COM USD18825081042,094$363,2880.02%
340PROSHARES TRUST BROOKFIELD GLO74347b5086,655$360,3420.02%
341INTUIT INCINTU531$351,8360.02%
342ROCKWELL AUTOMATION INC COM USROK900$350,1630.02%
343AMPHENOL CORP CLASS A COM USD00320951012,590$349,9640.02%
344AT&T INC COM USD1T-PC14,010$348,0130.02%
345DIMENSIONAL INTERNATIONAL VAL25434v8076,873$342,9780.02%
346ELI LILLY AND COLLY319$342,8230.02%
347SELECT SECTOR SPDR TR FINANCIA81369y6056,219$340,6380.02%
348Vanguard Short-Term Bond Index9219378274,322$340,6170.02%
349CHEVRON CORP NEW COMCVX2,207$336,4210.02%
350Rtx Corporation ComRTX1,833$336,2580.02%
351DOW INC COMDOW14,309$334,5380.02%
352ISHARES TR IBOXX HI YD ETF4642885134,061$327,4540.02%
353PHILIP MORRIS INTERNATIONAL IN7181721092,041$327,3370.02%
354AFLAC INC COM USD0.10AFL2,935$323,6420.02%
355TRANE TECHNOLOGIES PLC COM USDTT829$322,8100.02%
356MORGAN STANLEY COM USD0.01MS-PQ1,817$322,6380.02%
357MCDONALD S CORPMCD1,045$319,4720.02%
358VANGUARD SMALL CAP VALUE ETF9229086111,500$317,6350.02%
359QUALCOMM INCQCOM1,855$317,3480.02%
360UNUM GROUPUNMA4,083$316,4330.02%
361KLA CORP COM NEWKLAC260$316,0570.02%
362VANGUARD INTL EQUITY INDEX FDS9220427754,279$314,7630.02%
363AMAZON.COM INCAMZN1,361$314,1460.02%
364STATE STREET CORPSTT-PG2,425$312,8490.02%
365MASTERCARD INCORPORATED CL AMA543$309,9880.02%
366ALPHABET INC CAP STK CL CGOOG983$308,4650.02%
367WELLS FARGO CO NEW COM9497461013,285$306,1270.02%
368GE Vernova IncGEV466$304,5640.02%
369GE Vernova IncGEV464$303,2610.02%
370LINDE PLC COMLIN709$302,5220.02%
371Vanguard Russell 1000 Growth E92206c6802,483$302,3050.02%
372MOODYS CORP COM USD0.01MCO591$301,9120.02%
373VANGUARD EXTENDED MARKET ETF9229086521,433$299,6690.02%
374ASTRAZENECA ADR REP 0.5 ORDAZN3,215$295,5550.02%
375HUNTINGTON INGALLS INDUSTRIES446413106863$293,4800.02%
376Fidelity MSCI Financials Index3160925013,762$292,4580.02%
377HOME DEPOT INCHD849$292,1410.02%
378Fidelity MSCI Health Care Inde3160926003,931$291,9990.02%
379DIMENSIONAL U S SMALL CAP ETF25434v5004,152$289,2800.02%
380TAIWAN SEMICONDUCTOR MANUFACTU874039100948$288,1370.02%
381NEXTERA ENERGY INC COM USD0.01NEE-PW3,470$278,5390.02%
382BOOKING HOLDINGS INC COMBKNG52$278,4770.02%
383PEPSICO INCPEP1,933$277,4240.02%
384S&P GLOBAL INC COMSPGI529$276,5160.02%
385UTILITIES SELECT SECTOR SPDR F81369y8866,476$276,4600.02%
386EATON CORPORATION PLCETN867$276,0120.02%
387ACCENTURE PLCACN1,028$275,7400.02%
388ZIMMER BIOMET HOLDINGS INC COMZBH3,054$274,6160.02%
389AMGEN INCAMGN837$274,0510.02%
390ALPHABET INC CAP STK CL AGOOG867$271,3710.02%
391MORGAN STANLEY COM USD0.01MS-PQ1,519$269,5840.02%
392HOLOGIC INCHOLX3,617$269,4300.02%
393Samsara IncIOT7,585$268,8880.02%
394JOHNSON &JOHNSON COM USD1.00JNJ1,298$268,6210.02%
395BERKSHIRE HATHAWAY INC COM USDBRK-A534$268,4150.02%
396Solstice Advanced Materials InSOLS5,504$267,3840.02%
397Schwab U.S. TIPs ETF8085248709,961$263,8670.02%
398CAPITAL ONE FINANCIAL CORP COMCOF-PN1,069$259,1640.02%
399ILLINOIS TOOL WORKS INC COM US4523081091,048$258,1220.02%
400BlackRock IncBLK240$257,1020.02%
401DANAHER CORPORATION COM2358511021,116$255,4890.02%
402ISHARES MSCI ACWI ETF4642882571,796$254,1050.02%
403AVALONBAY COMMUNITIES INC COMAWX1,362$246,9440.01%
404MICRON TECHNOLOGY INCMU865$246,9440.01%
405TJX COMPANIES INC8725401091,606$246,6670.01%
406EATON CORPORATION PLCETN774$246,5270.01%
407Fidelity MSCI Communication Se3160928733,347$245,2590.01%
408Fidelity MSCI Industrials Inde3160927092,962$244,3060.01%
409ASML HOLDING NV EUR0.09 NY REGASMLF228$243,9280.01%
410CITIGROUP INCC-PR2,090$243,8420.01%
411DIGITAL REALTY TRUST INC2538681031,571$243,0490.01%
412UNION PAC CORP COMUNP1,047$242,1920.01%
413BROADCOM INC COMAVGO697$241,2320.01%
414ADOBE SYSTEMS INCORPORATED COMADBE688$240,7930.01%
415ISHARES RUSSELL 3000 INDEX FUN464287689615$237,9130.01%
416BOSTON SCIENTIFIC CORPBSX2,491$237,5170.01%
417Invesco S&P 500 Equal Weight EIVZ1,239$237,3430.01%
418SERVICENOW INC COM USD0.001NOW1,540$235,9130.01%
419KEYSIGHT TECHNOLOGIES INC COMKEYS1,150$233,6690.01%
420SCHWAB CHARLES CORP COMSCHW-PJ2,329$232,7300.01%
421PROGRESSIVE CORP COM7433151031,019$232,1240.01%
422NEWMONT CORP COM ISIN #US65163NEMCL2,324$232,0720.01%
423PARKER-HANNIFIN CORP COMPH263$231,3280.01%
424META PLATFORMS INC CLASS A COMMETA348$229,7110.01%
425EDWARDS LIFESCIENCES CORPEW2,681$228,5550.01%
426FIRST TR EXCHANGE-TRADED FD33733e5005,104$227,6140.01%
427WELLTOWER INC COMWELL1,217$225,9710.01%
428SIMON PROPERTY GROUP INC8288061091,205$223,0580.01%
429VANGUARD SHORT-TERM CORPOR92206c4092,789$222,3670.01%
430Vanguard Total International S9219097682,944$222,0950.01%
431HP INC COMHPQ9,948$221,6480.01%
432INTERNATIONAL BUS MACH CORP COINTR740$219,1950.01%
433COPART INC COM USD0.0001CPRT5,588$218,7700.01%
434BOEING CO COM USD5.00BA-PA1,000$217,1200.01%
435TESLA INC COMTSLA479$215,4160.01%
436DEERE & CODE462$215,1630.01%
437PROLOGIS INC. COMPLDGP1,679$214,3810.01%
438BERKSHIRE HATHAWAY INC COM USDBRK-A426$214,1290.01%
439DISNEY WALT CO COM2546871061,873$213,1080.01%
440AMEREN CORP COM USD0.01AEE2,120$211,7490.01%
441MCKESSON CORPMCK256$210,0190.01%
442NXP Semiconductors NVNXPI963$209,0290.01%
443PHILLIPS 66 COMPSX1,600$206,4640.01%
444CONOCOPHILLIPS COMCOP2,202$206,1500.01%
445EMCOR GROUP INCEME336$205,5610.01%
446ANALOG DEVICES INC COM USD0.16ADI755$204,8840.01%
447NOVARTIS AGNVSEF1,469$202,5310.01%
448ISHARES MSCI UNITED KINGDOME E46435g3344,600$202,3080.01%
449LOWES COMPANIES INC COM USD0.5548661107835$201,4340.01%
450SPDR DOW JONES GLOBAL REAL EST78463x7494,462$200,8770.01%
451GILEAD SCIENCES INC COM USD0.0GILD1,635$200,7350.01%
452HEALTHPEAK PROPERTIES INC COMDOC12,471$200,5340.01%
453JPMORGAN CHASE & COVYLD621$200,0990.01%
454FORD MTR CO DEL COM34537086015,070$197,7140.01%
455VERTEX PHARMACEUTICALS INC92532f100436$197,6650.01%
456HENRY SCHEIN INC COMHSIC2,610$197,2640.01%
457WILLIAMS COS INC COM9694571003,247$195,1770.01%
458NEWMONT CORP COM ISIN #US65163NEMCL1,943$194,0090.01%
459PUBLIC SVC ENTERPRISE GRP INC7445731062,413$193,7640.01%
460VERIZON COMMUNICATIONS INCVZ4,739$193,0180.01%
461ORACLE CORPORCL-PD988$192,5710.01%
462STRYKER CORPORATION COMSYK540$189,9020.01%
463TEXAS INSTRUMENTS INC COM USD18825081041,093$189,6250.01%
464HONEYWELL INTERNATIONAL INC438516106967$188,5550.01%
465ROYAL CARIBBEAN GROUP COM USD0v7780t103675$188,2880.01%
466PROCTER AND GAMBLE CO COM7427181091,311$187,8790.01%
467Arista Networks IncANET1,433$187,7660.01%
468SYSCO CORPSYY2,538$187,0250.01%
469ASTRAZENECA ADR REP 0.5 ORDAZN2,022$185,8820.01%
470GENERAL MILLS INC COM USD0.103703341043,971$184,6520.01%
471CHUBB LIMITED COM NPVCB590$183,9950.01%
472EMERSON ELECTRIC COEMR1,376$182,6230.01%
473ABBVIE INC COM USD0.01ABBV796$181,8780.01%
474WALMART INC COMWMT1,632$181,8210.01%
475TAIWAN SEMICONDUCTOR MANUFACTU874039100594$180,5110.01%
476UBER TECHNOLOGIES INC COMUBER2,204$180,0890.01%
477AUTOMATIC DATA PROCESSING INCADP700$179,9800.01%
478ELI LILLY AND COLLY167$179,4720.01%
479NORFOLK SOUTHN CORP COM655844108621$179,2950.01%
480NOVARTIS AGNVSEF1,299$179,0930.01%
481FEDEX CORP COM USD0.10FDX619$178,8880.01%
482IRON MTN INC DEL COMIRM2,151$178,4250.01%
483CONSTELLATION ENERGY CORP COMCEG496$175,2570.01%
484HCA HEALTHCARE INC COMHCA375$175,1360.01%
485BECTON DICKINSON &CO COM USD1.BDX900$174,6410.01%
486OREILLY AUTOMOTIVE INC COMORLY1,888$172,2040.01%
487Annaly Capital Management IncNLY-PJ7,698$172,1270.01%
488BOEING CO COM USD5.00BA-PA792$171,9590.01%
489ILLINOIS TOOL WORKS INC COM US452308109696$171,5220.01%
490INTERCONTINENTAL EXCHANGE INCICE1,055$170,9470.01%
491APPLIED MATERIALS INC COM USD0038222105663$170,3840.01%
492DELL TECHNOLOGIES INC CL CDELL1,344$169,1830.01%
493MOODYS CORP COM USD0.01MCO331$169,1380.01%
494NETFLIX INCNFLX1,776$166,5180.01%
495DARDEN RESTAURANTS INCDRI905$166,4730.01%
496CME GROUP INC COMCME602$164,3360.01%
497Applovin CorpAPP241$162,3910.01%
498EXXON MOBIL CORPXOM1,333$160,4130.01%
499CUMMINS INCCMI314$160,3480.01%
500TAIWAN SEMICONDUCTOR MANUFACTU874039100527$160,1500.01%