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

Ellevest, Inc.

Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001644128-26-000001

Total Value
$723.2M
Positions
424
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (424)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TOTAL COM MARKET ETF922908769225,671$75.7M10.46%
2FREEDOM 100 EMERGING MARKETS ETF02072L6071,178,453$60.4M8.35%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858608,408$38.0M5.26%
4VANGUARD TOTAL BOND MARKET ETF921937835289,840$21.5M2.97%
5ISHARES ESG AWARE MSCI EAFE ETF46435G516206,533$19.6M2.72%
6VANGUARD FTSE EMERGING MARKETS ETF922042858355,387$19.1M2.64%
7APPLE INC COMAAPL67,273$18.3M2.53%
8ISHARES ESG MSCI USA LEADERS ETF46435U218148,459$18.0M2.49%
9ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158159,210$17.0M2.35%
10MICROSOFT CORP COMMSFT27,479$13.3M1.84%
11NVIDIA CORPORATION COMNVDA63,726$11.9M1.64%
12ISHARES NATIONAL MUNI BOND ETF464288414110,702$11.9M1.64%
13VANGUARD VALUE ETF92290874460,085$11.5M1.59%
14VANGUARD SMALL-CAP ETF92290875139,351$10.2M1.40%
15ALPHABET INC CAP STK CL AGOOG30,178$9.4M1.31%
16NETFLIX INC. COMNFLX97,639$9.2M1.27%
17META PLATFORMS INC CL AMETA13,114$8.7M1.20%
18VANGUARD MID-CAP ETF92290862927,165$7.9M1.09%
19ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828180,713$7.8M1.07%
20AMAZON COM INC COMAMZN32,888$7.6M1.05%
21JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF46654Q815138,876$7.0M0.97%
22SCHWAB U.S. BROAD MARKET ETF808524102259,636$6.8M0.94%
23VANGUARD SHORT-TERM BOND ETF92193782786,017$6.8M0.94%
24INVESCO RAFI US 1000 ETFIVZ139,106$6.5M0.90%
25ALPHABET INC CAP STK CL CGOOG19,900$6.2M0.86%
26ISHARES CORE MSCI EAFE ETF46432F84259,732$5.3M0.74%
27WISDOMTREE FLOATING RATE TREASURY FUNDWT100,182$5.0M0.70%
28ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U853130,355$4.9M0.67%
29INVESCO BULLETSHARES 2027 CORPORATE BOND ETFIVZ231,080$4.6M0.63%
30INVESCO BULLETSHARES 2026 CORPORATE BOND ETFIVZ232,520$4.6M0.63%
31VANECK HIGH YIELD MUNI ETF92189H40986,252$4.4M0.61%
32SPOTIFY TECHNOLOGY S A SHSSPOT7,569$4.4M0.61%
33ELI LILLY & CO COMLLY3,217$3.5M0.48%
34STATE STR SPDR S&P 500 ETF TR TR UNITSPY4,797$3.3M0.45%
35VANGUARD MID-CAP VALUE ETF92290851217,362$3.1M0.43%
36ISHARES CORE S&P MID-CAP ETF46428750742,111$2.8M0.38%
37INVESCO BULLETSHARES 2029 CORPORATE BOND ETFIVZ136,796$2.6M0.36%
38INVESCO BULLETSHARES 2030 CORPORATE BOND ETFIVZ151,359$2.6M0.35%
39INVESCO BULLETSHARES 2028 CORPORATE BOND ETFIVZ124,306$2.6M0.35%
40ISHARES CORE MSCI EMERGING MARKETS ETF46434G10337,205$2.5M0.35%
41MERCK & CO INC COMMRK23,494$2.5M0.34%
42ISHARES CORE S&P 500 ETF4642872003,257$2.2M0.31%
43ECOLAB INC COMECL8,284$2.2M0.30%
44GOLDMAN SACHS GROUP INC COMGSCE2,457$2.2M0.30%
45INTERNATIONAL BUSINESS MACHS COMINTR7,138$2.1M0.29%
46INVESCO BULLETSHARES 2033 CORPORATE BOND ETFIVZ91,222$2.0M0.27%
47INVESCO BULLETSHARES 2034 CORPORATE BOND ETFIVZ92,478$1.9M0.27%
48INVESCO BULLETSHARES 2032 CORPORATE BOND ETFIVZ92,999$1.9M0.27%
49ASML HLDG NV N Y REGISTRY SHSASMLF1,814$1.9M0.27%
50INVESCO BULLETSHARES 2031 CORPORATE BOND ETFIVZ115,860$1.9M0.27%
51VISA INC COM CL AV5,460$1.9M0.26%
52BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADRBBVXF81,610$1.9M0.26%
53SAP SE SPON ADRSAPGF7,791$1.9M0.26%
54ISHARES ESG OPTIMIZED MSCI USA ETF46428880213,365$1.9M0.26%
55INVESCO BULLETSHARES 2035 CORPORATE BOND ETFIVZ89,327$1.9M0.26%
56TESLA INC COMTSLA4,039$1.8M0.25%
57BROADCOM INC COMAVGO5,156$1.8M0.25%
58ISHARES CORE S&P SMALL CAP ETF46428780414,423$1.7M0.24%
59NORTHERN TR CORP COMNTRSO12,620$1.7M0.24%
60APPLIED MATLS INC COM0382221056,637$1.7M0.24%
61MASTERCARD INCORPORATED CL AMA2,952$1.7M0.23%
62SALESFORCE INC COMCRM6,254$1.7M0.23%
63CHUBB LIMITED COMCB5,291$1.7M0.23%
64BLACKSTONE INC COMBX10,484$1.6M0.22%
65VANGUARD S&P 500 ETF9229083632,509$1.6M0.22%
66ISHARES RUSSELL 1000 GROWTH ETF4642876143,179$1.5M0.21%
67SONY GROUP CORP SPONSORED ADRSNEJF58,059$1.5M0.21%
68JOHNSON & JOHNSON COMJNJ6,938$1.4M0.20%
69HSBC HLDGS PLC SPON ADR NEWHBCYF18,219$1.4M0.20%
70JPMORGAN CHASE & CO. COMVYLD4,441$1.4M0.20%
71BOOKING HOLDINGS INC COMBKNG260$1.4M0.19%
72AMERICAN EXPRESS CO COMAXP3,722$1.4M0.19%
73NOVARTIS AG SPONSORED ADRNVSEF9,917$1.4M0.19%
74ISHARES RUSSELL 1000 ETF4642876223,613$1.3M0.19%
75TJX COS INC NEW COM8725401098,703$1.3M0.18%
76AUTOMATIC DATA PROCESSING INC COMADP5,149$1.3M0.18%
77STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A50823,133$1.3M0.18%
78S&P GLOBAL INC COMSPGI2,504$1.3M0.18%
79BANK NEW YORK MELLON CORP COM06405810011,235$1.3M0.18%
80VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF92189H30049,348$1.3M0.18%
81THERMO FISHER SCIENTIFIC INC COMTMO2,155$1.2M0.17%
82CORTEVA INC COMCTVA18,276$1.2M0.17%
83GE VERNOVA INC COMGEV1,854$1.2M0.17%
84ORACLE CORP COMORCL-PD6,162$1.2M0.17%
85MCKESSON CORP COMMCK1,462$1.2M0.17%
86WELLTOWER INC COMWELL5,960$1.1M0.15%
87MONOLITHIC PWR SYS INC COM6098391051,203$1.1M0.15%
88ISHARES RUSSELL 1000 VALUE ETF4642875985,169$1.1M0.15%
89UNITEDHEALTH GROUP INC COMUNH3,184$1.1M0.15%
90CORNING INC COMGLW11,992$1.1M0.15%
91ROCKET LAB CORP COMRKLB14,807$1.0M0.14%
92LLOYDS BANKING GROUP PLC SPONSORED ADRLLOBF194,779$1.0M0.14%
93BOSTON SCIENTIFIC CORP COMBSX10,825$1.0M0.14%
94VERTIV HOLDINGS CO COM CL AVRT6,268$1.0M0.14%
95MORGAN STANLEY COM NEWMS-PQ5,642$1.0M0.14%
96ABBOTT LABS COMABLZF7,970$998,5610.14%
97ROYAL GOLD INC COMRGLD4,490$998,0820.14%
98PFIZER INC COMPFE40,036$996,8960.14%
99INTUITIVE SURGICAL INC COM NEWISRG1,756$994,5280.14%
100ADASINA SOCIAL JUSTICE ALL CAP GLOBAL ETF88636487648,758$989,3000.14%
101CLOUDFLARE INC CL A COMNET4,932$972,3440.13%
102HOME DEPOT INC COMHD2,812$967,6000.13%
103RELIANCE INC COMRS3,343$965,6920.13%
104EXPEDIA GROUP INC COM NEWEXPE3,404$964,3870.13%
105UBER TECHNOLOGIES INC COMUBER11,802$964,3410.13%
106PEPSICO INC COMPEP6,662$956,1300.13%
107ACCENTURE PLC IRELAND SHS CLASS AACN3,551$952,7330.13%
108CATERPILLAR INC COMCAT1,662$952,1100.13%
109SERVICENOW INC COMNOW6,131$939,2080.13%
110INTERNATIONAL FLAVORS&FRAGRANC COM45950610113,768$927,8260.13%
111INTUIT COMINTU1,388$919,4390.13%
112RELX PLC SPONSORED ADRRLXXF22,702$917,6150.13%
113T-MOBILE US INC COMTMUSZ4,494$912,5500.13%
114CISCO SYS INC COMCSCO11,824$910,8030.13%
115BIOGEN INC COMBIIB5,167$909,3400.13%
116SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR86562M20946,773$904,1220.13%
117GSK PLC SPONSORED ADRGLAXF18,171$891,1060.12%
118SIMON PPTY GROUP INC NEW COM8288061094,800$888,6010.12%
119IDEXX LABS INC COM45168D1041,313$888,2840.12%
120CBRE GROUP INC CL ACBRE5,507$885,4710.12%
121FASTENAL CO COMFAST21,604$866,9690.12%
122CROWDSTRIKE HLDGS INC CL ACRWD1,849$866,7370.12%
123HUBBELL INC COMHUBB1,936$859,7970.12%
124ADVANCED MICRO DEVICES INC COMAMD3,966$849,3590.12%
125NEWMONT CORP COMNEMCL8,459$844,6310.12%
126AT&T INC COMT-PC33,831$840,3590.12%
127ADOBE INC COMADBE2,368$828,7760.11%
128MKS INC. COMMKSI5,182$828,0840.11%
129CAPITAL ONE FINL CORP COM14040H1053,381$819,4190.11%
130ASTRAZENECA PLC SPONSORED ADRAZN8,895$817,7170.11%
131DISNEY WALT CO COM2546871067,169$815,6100.11%
132VANECK SEMICONDUCTOR ETF92189F6762,220$799,4890.11%
133PROLOGIS INC. COMPLDGP6,127$782,1730.11%
134VANGUARD INFORMATION TECHNOLOGY ETF92204A7021,037$781,6700.11%
135APPLOVIN CORP COM CL AAPP1,156$778,9360.11%
136UNILEVER PLC SPON ADR NEWUNLYF11,896$777,9980.11%
137STRYKER CORPORATION COMSYK2,201$773,5850.11%
138ROBINHOOD MKTS INC COM CL A7707001026,818$771,1160.11%
139LUMENTUM HLDGS INC COMLITE2,079$766,2990.11%
140STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4097,138$761,6250.11%
141ESCO TECHNOLOGIES INC COMESE3,862$754,5960.10%
142PROGRESSIVE CORP COM7433151033,286$748,3340.10%
143NOMURA HLDGS INC SPONSORED ADRNRSCF89,076$747,3480.10%
144STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y8035,108$735,3990.10%
145AMERICAN TOWER CORP COM03027X1004,162$730,7220.10%
146TEXAS INSTRS INC COM8825081044,183$725,7090.10%
147SCHWAB CHARLES CORP COMSCHW-PJ7,248$724,1480.10%
148GILEAD SCIENCES INC COMGILD5,826$715,1160.10%
149COSTCO WHOLESALE CORPORATION COM22160K105826$712,2580.10%
150LAM RESEARCH CORP COM NEWLRCX4,156$711,4240.10%
151CONSOLIDATED EDISON INC COMED7,110$706,1650.10%
152REGENERON PHARMACEUTICALS COMREGN909$701,6300.10%
153DANAHER CORPORATION COM2358511023,035$694,7720.10%
154AMERICAN WTR WKS CO INC NEW COM0304201035,301$691,7810.10%
155SEMPRA COMSREA7,813$689,8100.10%
156PALANTIR TECHNOLOGIES INC CL APLTR3,740$664,7850.09%
157QUALCOMM INC COMQCOM3,859$660,0820.09%
158VERIZON COMMUNICATIONS INC COMVZ16,056$653,9590.09%
159CINTAS CORP COMCTAS3,424$643,9520.09%
160NATWEST GROUP PLC SPONS ADRRBSPF36,777$643,5980.09%
161VERISK ANALYTICS INC COMVRSK2,853$638,0940.09%
162D R HORTON INC COM23331A1094,428$637,7340.09%
163FORTINET INC COMFTNT8,021$636,9480.09%
164IQVIA HLDGS INC COMIQV2,825$636,7830.09%
165AMGEN INC COMAMGN1,925$630,0720.09%
166TAKE-TWO INTERACTIVE SOFTWARE COMTTWO2,427$621,3850.09%
167FAIR ISAAC CORP COMFICO365$617,0760.09%
168VANGUARD GROWTH ETF9229087361,263$616,3210.09%
169JABIL INC COMJBL2,693$614,0580.08%
170PACCAR INC COMPCAR5,575$610,5180.08%
171EBAY INC. COMEBAY7,005$610,1360.08%
172ISHARES ESG MSCI KLD 400 ETF4642885704,713$607,1760.08%
173MOODYS CORP COMMCO1,186$605,9450.08%
174SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88913,541$601,3560.08%
175AFFIRM HLDGS INC COM CL AAFRM8,053$599,3850.08%
176COPA HOLDINGS SA CL ACPA4,957$597,8640.08%
177VANGUARD ESG U.S. COM ETF9219107334,887$591,1080.08%
178ANHEUSER BUSCH INBEV SA/NV SPONSORED ADRBUDFF9,212$589,9360.08%
179ELEVANCE HEALTH INC FORMERLY A COMELV1,682$589,6250.08%
180VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267612,847$588,8950.08%
181INTEL CORP COMINTC15,835$584,2950.08%
182ILLINOIS TOOL WKS INC COM4523081092,372$584,1090.08%
183EVERSOURCE ENERGY COMES8,672$583,8860.08%
184SCHWAB U.S. SMALL-CAP ETF80852460720,357$579,7660.08%
185WARNER BROS DISCOVERY INC COM SER AWBD20,107$579,4840.08%
186PNC FINL SVCS GROUP INC COM6934751052,776$579,4340.08%
187MSCI INC COMMSCI1,006$577,1720.08%
188SANOFI SA SPONSORED ADRSNYNF11,889$576,1410.08%
189DOORDASH INC CL ADASH2,536$574,3530.08%
190LOWES COS INC COM5486611072,379$573,7200.08%
191APOLLO GLOBAL MGMT INC COM03769M1063,938$570,0650.08%
192SPX TECHNOLOGIES INC COMSPXC2,845$569,1710.08%
193GENERAL MLS INC COM37033410412,122$563,6730.08%
194EDWARDS LIFESCIENCES CORP COMEW6,598$562,4800.08%
195ABBVIE INC COMABBV2,441$557,7090.08%
196RILEY EXPLORATION PERMIAN INC COMREPX20,937$552,7370.08%
197VENTAS INC COMVTR7,131$551,7970.08%
198PAYCHEX INC COMPAYX4,909$550,6920.08%
199ASTERA LABS INC COMALAB3,302$549,3210.08%
200TECHNIPFMC PLC COMFTI12,326$549,2470.08%
201DATADOG INC CL A COMDDOG4,035$548,7200.08%
202VANGUARD REAL ESTATE ETF9229085536,193$548,0320.08%
203GALLAGHER ARTHUR J & CO COM3635761092,117$547,8580.08%
204ING GROEP N.V. SPONSORED ADRINGVF19,547$547,3160.08%
205BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A1,071$538,3380.07%
206PULTE GROUP INC COM7458671014,565$535,2920.07%
207KLA CORP COM NEWKLAC438$532,2050.07%
208STATE STR CORP COMSTT-PG4,103$529,3280.07%
209THE CIGNA GROUP COM1255231001,923$529,2670.07%
210CME GROUP INC COMCME1,936$528,6830.07%
211TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADSTKPHF33,741$526,0220.07%
212AFLAC INC COMAFL4,759$524,7750.07%
213ARGENX SE SPONSORED ADRARGX623$523,9120.07%
214MICRON TECHNOLOGY INC COMMU1,819$519,1610.07%
215WESCO INTL INC COM95082P1052,119$518,3920.07%
216AMPHENOL CORP NEW CL A0320951013,815$515,5590.07%
217CHIPOTLE MEXICAN GRILL INC COMCMG13,918$514,9660.07%
218TR ACTIVEBETA US LARGE CAP EQUITY ETFNVGLF3,839$508,1680.07%
219BARCLAYS PLC ADRBCLYF19,931$507,2440.07%
220NVENT ELECTRIC PLC SHSNVT4,963$506,0770.07%
221EDISON INTL COM2810201078,414$505,0080.07%
222TRAVEL PLUS LEISURE CO COM8941641027,130$502,8790.07%
223EXELON CORP COMEXC11,519$502,1130.07%
224US BANCORP DEL COM NEWUSB-PS9,409$502,0640.07%
225CROWN CASTLE INC COMCCI5,634$500,6940.07%
226MARSH & MCLENNAN COS INC COM5717481022,682$497,5650.07%
227GARTNER INC COMIT1,972$497,4960.07%
228HOST HOTELS & RESORTS INC COMHST28,048$497,2910.07%
229PRUDENTIAL FINL INC COMPUKPF4,383$494,7530.07%
230VEEVA SYS INC CL A COMVEEV2,213$494,0080.07%
231BROADRIDGE FINL SOLUTIONS INC COM11133T1032,202$491,4200.07%
232VITESSE ENERGY INC COMMON COMVTS25,423$489,6470.07%
233AMERIPRISE FINL INC COM03076C106997$488,8690.07%
234LOEWS CORP COML4,621$486,6380.07%
235BRISTOL-MYERS SQUIBB CO COMCELG-RI8,987$484,7590.07%
236DEERE & CO COMDE1,038$483,2620.07%
237ROSS STORES INC COMROST2,675$481,8750.07%
238COUPANG INC CL ACPNG20,386$480,9060.07%
239EMERSON ELEC CO COMEMR3,585$475,8010.07%
240ISHARES MSCI EAFE ETF4642874654,950$475,3490.07%
241DARDEN RESTAURANTS INC COMDRI2,570$472,9310.07%
242CENTENE CORP DEL COMCNC11,463$471,7020.07%
243US FOODS HLDG CORP COMUSFD6,234$469,5450.06%
244FISERV INC COMFISV6,986$469,2500.06%
245HOWMET AEROSPACE INC COMHWM2,274$466,2150.06%
246COINBASE GLOBAL INC COM CL ACOIN2,021$457,0290.06%
247AERCAP HOLDINGS NV SHSAER3,165$455,0000.06%
248PROCTER & GAMBLE CO COM7427181093,145$450,7480.06%
249LIVE NATION ENTERTAINMENT INC COMLYV3,157$449,8730.06%
250ISHARES S&P 500 GROWTH ETF4642873093,607$444,5610.06%
251HUBSPOT INC COMHUBS1,107$444,2390.06%
252NASDAQ INC COMNDAQ4,562$443,1070.06%
253ROBLOX CORP CL ARBLX5,442$440,9650.06%
254CITIZENS FINL GROUP INC COMCIA7,498$437,9580.06%
255MEDTRONIC PLC SHSMDT4,511$433,3270.06%
256TRUIST FINL CORP COM89832Q1098,731$429,6530.06%
257NUCOR CORP COMNUE2,625$428,1640.06%
258DOLLAR TREE INC COMDLTR3,409$419,3410.06%
259ISHARES CORE S&P U.S. GROWTH ETF4642876712,490$418,1710.06%
260CONAGRA BRANDS INC COMCAG23,889$413,5190.06%
261INTERCONTINENTAL EXCHANGE INC COM45866F1042,551$413,1600.06%
262WW GRAINGER INC COM384802104407$410,6830.06%
263FIFTH THIRD BANCORP COMFITBM8,748$409,4940.06%
264EATON CORP PLC SHSETN1,281$408,0110.06%
265BLACKROCK INC COMBLK379$405,6590.06%
266AECOM COMACM4,231$403,3410.06%
267VERTEX PHARMACEUTICALS INC COMVRTX881$399,4100.06%
268DONALDSON INC COMDCI4,494$398,4380.06%
269PALO ALTO NETWORKS INC COMPANW2,143$394,7410.05%
270EMCOR GROUP INC COMEME644$394,2550.05%
271SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF8085247558,673$392,1060.05%
272QUANTA SVCS INC COM74762E102926$390,8280.05%
273SLB LIMITED COM STKSLB10,137$389,0580.05%
274SNOWFLAKE INC COM SHSSNOW1,773$388,9250.05%
275M & T BK CORP COM55261F1041,893$381,4020.05%
276THE TRADE DESK INC COM CL A88339J10510,006$379,8280.05%
277PUBLIC SVC ENTERPRISE GRP INC COM7445731064,726$379,4980.05%
278ROCKWELL AUTOMATION INC COMROK970$377,3980.05%
279TRACTOR SUPPLY CO COMTSCO7,545$377,3250.05%
280HF SINCLAIR CORP COMDINO8,151$375,5980.05%
281EXTRA SPACE STORAGE INC COMEXR2,875$374,3830.05%
282NORDIC AMERICAN TANKERS LIMITE COMNAT108,719$373,9930.05%
283ISHARES RUSSELL 2000 ETF4642876551,512$372,1940.05%
284API GROUP CORP COM STKAPG9,696$370,9690.05%
285RESMED INC COMRSMDF1,539$370,6990.05%
286SYNCHRONY FINANCIAL COMSYF-PB4,394$366,5910.05%
287EXXON MOBIL CORP COMXOM3,041$366,0000.05%
288PARK AEROSPACE CORP COMPKE17,092$364,7430.05%
289INGERSOLL RAND INC COMIR4,563$361,4810.05%
290REDDIT INC CL ARDDT1,537$353,3100.05%
291IRON MTN INC DEL COM46284V1014,250$352,5380.05%
292TEEKAY TANKERS LTD CL ATNK6,599$352,5190.05%
293COMCAST CORP NEW CL ACCZ11,699$349,6860.05%
294AIRBNB INC COM CL AABNB2,566$348,2580.05%
295BLOCK INC CL ABSQKZ5,288$344,1960.05%
296ALNYLAM PHARMACEUTICALS INC COMALNY863$343,1720.05%
297PHILLIPS EDISON & CO INC COMMON COMPECO9,634$342,6990.05%
298MARTIN MARIETTA MATLS INC COM573284106549$341,8400.05%
299CONSTELLATION BRANDS INC CL ASTZ2,462$339,6580.05%
300DELEK US HLDGS INC NEW COMDK11,402$338,1830.05%
301BANK AMERICA CORP COM0605051046,147$338,0850.05%
302CURTISS WRIGHT CORP COMCW610$336,2750.05%
303ARISTA NETWORKS INC COM SHSANET2,565$336,0920.05%
304PARKER-HANNIFIN CORP COMPH374$328,7310.05%
305V2X INC COMVVX6,020$328,3910.05%
306ADVANCED ENERGY INDS COM0079731001,560$326,6170.05%
307VSE CORP COMVSECU1,872$323,4250.04%
308DIMENSIONAL U.S. EQUITY MARKET ETF25434V4014,333$321,3520.04%
309CIENA CORP COM NEWCIEN1,370$320,4020.04%
310BROOKFIELD CORP CL A LTD VT SH11271J1076,970$319,8530.04%
311GRAB HOLDINGS LIMITED CLASS A ORDGRABW64,038$319,5500.04%
312DIGITAL RLTY TR INC COM2538681032,050$317,1560.04%
313SYNOPSYS INC COMSNPS675$317,0610.04%
314ELECTRONIC ARTS INC COMEA1,539$314,4640.04%
315WABTEC COM9297401081,467$313,1310.04%
316KEURIG DR PEPPER INC COMKDP11,174$312,9840.04%
317JOHNSON CTLS INTL PLC SHSG515021052,572$307,9970.04%
318DUPONT DE NEMOURS INC COMDD7,649$307,4900.04%
319MARVELL TECHNOLOGY INC COMMRVL3,615$307,2030.04%
320OMNICOM GROUP INC COMOMC3,785$305,6460.04%
321CARVANA CO CL ACVNA723$305,1200.04%
322AMERICAN INTL GROUP INC COM NEW0268747843,560$304,5580.04%
323DHT HOLDINGS INC SHS NEWDHT24,932$304,4200.04%
324FERGUSON ENTERPRISES INC COMMON COM NEWFERG1,354$301,4410.04%
325FLOWSERVE CORP COMFLS4,322$299,8600.04%
326XYLEM INC COMXYL2,195$298,9150.04%
327SITIME CORP COMSITM845$298,4460.04%
328MONDELEZ INTL INC CL A6092071055,513$296,7650.04%
329AUTODESK INC COMADSK1,001$296,3060.04%
330GODADDY INC CL AGDDY2,387$296,1790.04%
331OTIS WORLDWIDE CORP COMOTIS3,375$294,8060.04%
332CONSTELLATION ENERGY CORP COMCEG827$292,1540.04%
333AVALONBAY CMNTYS INC COMAWX1,600$290,0960.04%
334SNAP ON INC COMSNA840$289,4640.04%
335PTC INC COMPTC1,658$288,8400.04%
336WELLS FARGO & CO COM9497461013,092$288,1740.04%
337MEDPACE HLDGS INC COMMEDP510$286,4420.04%
338KENVUE INC COMKVUE16,508$284,7630.04%
339BRITISH AMERN TOB PLC SPONSORED ADR1104481075,017$284,0630.04%
340ROLLINS INC COMROL4,711$282,7540.04%
341KIMCO REALTY CORP COM49446R10913,755$278,8140.04%
342HORMEL FOODS CORP COMHRL11,682$276,8630.04%
343AEGON LTD AMER REG 1 CERTAEFC35,890$276,7120.04%
344AON PLC SHS CL AAON780$275,2460.04%
345CHESAPEAKE UTILS CORP COM1653031082,190$273,2240.04%
346VANGUARD RUSSELL 1000 GROWTH ETF92206C6802,234$271,9900.04%
347SHERWIN WILLIAMS CO COMSHW829$268,6210.04%
348SOMNIGROUP INTERNATIONAL INC COMSGI3,003$268,1080.04%
349WEYERHAEUSER CO COM NEWWY11,316$268,0760.04%
350VANGUARD FINANCIALS ETF92204A4051,968$262,7080.04%
351WALMART INC COMWMT2,347$261,4360.04%
352MCCORMICK & CO INC COM NON VTGMKC-V3,832$260,9980.04%
353ISHARES S&P 500 VALUE ETF4642874081,225$259,7730.04%
354VANGUARD ESG INTERNATIONAL COM ETF9219107253,627$259,7460.04%
355HILTON GRAND VACATIONS INC COMHGV5,792$259,1920.04%
356SMUCKER J M CO COM NEW8326964052,621$256,3600.04%
357DELL TECHNOLOGIES INC CL CDELL2,036$256,2920.04%
358AIR LEASE CORP CL AAIIR3,985$255,9570.04%
359TWILIO INC CL ATWLO1,785$253,8980.04%
360LAMAR ADVERTISING CO CL ALAMR2,005$253,7930.04%
361METLIFE INC COMMET-PF3,189$251,7400.03%
362AXON ENTERPRISE INC COMAXON437$248,1850.03%
363HCA HEALTHCARE INC COMHCA531$247,9030.03%
364TRAVELERS COMPANIES INC COMTRV851$246,8410.03%
365CALEDONIA MNG CORP SHS NEWG1757E1139,424$246,6260.03%
366SCHWAB U.S. LARGE-CAP ETF8085242019,155$246,3610.03%
367LENNAR CORP CL BLEN-B2,588$246,1710.03%
368HEWLETT PACKARD ENTERPRISE CO COMHPE-PC10,205$245,1240.03%
369ISHARES GOLD TRUSTIAU3,018$244,9710.03%
370QNITY ELECTRONICS INC COMMON COMQ2,991$244,2150.03%
371JPMORGAN U.S. QUALITY FACTOR ETF46641Q7613,813$240,9050.03%
372BANCO SANTANDER SA ADRBCDRF20,422$239,5500.03%
373ACUITY INC COMAYI663$238,7070.03%
374AGNC INVT CORP COM00123Q10422,131$237,2440.03%
375MICROCHIP TECHNOLOGY INC. COMMCHPP3,723$237,2300.03%
376TRANE TECHNOLOGIES PLC SHSTT609$237,0230.03%
377TD SYNNEX CORPORATION COMSNX1,559$234,2090.03%
378VANGUARD TOTAL INTERNATIONAL COM ETF9219097683,099$233,7890.03%
379NOVO-NORDISK A S ADRNONOF4,529$230,4360.03%
380TRANSDIGM GROUP INC COMTDG173$230,0640.03%
381REGIONS FINANCIAL CORP NEW COMRF-PF8,466$229,4290.03%
382STATE STREET FINANCIAL SELECT SECTOR SPDR ETF81369Y6054,175$228,6650.03%
383ZSCALER INC COMZS1,015$228,2940.03%
384XTRACKERS S&P 500 SCORED & SCREENED ETF2330511433,649$227,8780.03%
385TRIMAS CORP COM NEWTRS6,418$227,5180.03%
386WATSCO INC COMWSO-B675$227,4410.03%
387VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427753,091$227,3740.03%
388H2O AMERICA COMHTO4,590$224,8640.03%
389CITIGROUP INC COM NEWC-PR1,925$224,6280.03%
390RYDER SYS INC COMR1,172$224,3090.03%
391EXPEDITORS INTL WASH INC COM3021301091,499$223,3660.03%
392ISHARES MORNINGSTAR MID-CAP ETF4642882082,661$220,1450.03%
393MOLSON COORS BEVERAGE CO CL BTAP-A4,695$219,1630.03%
394CHECK POINT SOFTWARE TECH LTD ORDM224651041,166$216,3630.03%
395DIAGEO PLC SPON ADR NEWDGEAF2,506$216,1930.03%
396FULLER H B CO COMFUL3,626$215,6020.03%
397BECTON DICKINSON & CO COMBDX1,105$214,5020.03%
398HARTFORD INSURANCE GROUP INC COMHIG-PG1,545$212,9010.03%
399COMFORT SYS USA INC COM199908104227$211,8570.03%
400FUTU HLDGS LTD SPON ADS CL AFUTU1,288$211,5020.03%
401CYTOKINETICS INC COM NEWCYTK3,324$211,2070.03%
402CARDINAL HEALTH INC COMCAH1,019$209,4050.03%
403ISHARES S&P MID-CAP 400 VALUE ETF4642877051,590$209,2490.03%
404WESTERN DIGITAL CORP COMWDC1,209$208,2740.03%
405EQUITABLE HLDGS INC COMEQH-PC4,369$208,1830.03%
406AMPLIFY ENERGY CORP NEW COMAMPY45,053$205,8920.03%
407SCHWAB INTERNATIONAL EQUITY ETF8085248058,517$204,7490.03%
408TRANSUNION COMTRU2,385$204,5140.03%
409NEW JERSEY RES CORP COMNJR4,375$201,7750.03%
410PURE STORAGE INC CL A74624M1023,000$201,0300.03%
411HUNTINGTON BANCSHARES INC COMHBANP11,565$200,6530.03%
412ALLSTATE CORP COMALL-PJ963$200,4480.03%
413PEARSON PLC SPONSORED ADRPSORF14,184$199,1430.03%
414MIZUHO FINANCIAL GROUP INC SPONSORED ADRMZHOF25,441$186,2280.03%
415EVOLUTION PETE CORP COM30049A10748,933$173,2230.02%
416TELEFONICA S A SPONSORED ADRTELFY41,804$169,3060.02%
417KOSMOS ENERGY LTD COMKOS174,902$158,7060.02%
418ADVENT CONV & INCOME FD COM00764C10911,061$138,7060.02%
419NOKIA CORP SPONSORED ADRNOKBF20,828$134,7570.02%
420TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 1029482160810,613$102,4150.01%
421AERSALE CORPORATION COMASLE13,842$98,4170.01%
422DAKOTA GOLD CORP COMDC15,282$86,8020.01%
423ARCHER AVIATION INC COM CL AACHR-WT11,060$83,1710.01%
424LIFEZONE METALS LIMITED ORD SHSLZM-WT13,877$59,2550.01%