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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

TD PRIVATE CLIENT WEALTH LLC

Quarter ended Q2 2024 · Filed August 16, 2024 · Accession 0001654954-24-010814

Total Value
$2.34B
Positions
1,219
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TR TR UNITSPY499,900$214.0M9.27%
2ISHARES TR 1-3 YR TREAS BD ETF464287457893,373$77.0M3.33%
3VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD92206C409893,768$73.9M3.20%
4VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS921908844401,068$62.1M2.69%
5MICROSOFT CORP COMMSFT209,847$56.8M2.46%
6ISHARES TR S&P 500 GROWTH ETF464287309626,077$45.5M1.97%
7SPDR SER TR S&P DIVID ETF78464A763299,848$36.7M1.59%
8ISHARES TR IBOXX USD INVT GRADE CORP BD ETF464287242268,510$36.1M1.56%
9VANGUARD INDEX FDS VANGUARD GROWTH ETF922908736125,335$35.9M1.56%
10AMAZON COM INC COMAMZN8,956$30.8M1.33%
11VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF921937827343,915$28.3M1.22%
12ISHARES TR MSCI EAFE ETF464287465333,681$26.4M1.14%
13ISHARES TR RUSSELL 2000 ETF464287655112,303$25.8M1.12%
14ISHARES TR RUSSELL 1000 GROWTH ETF46428761493,878$25.5M1.10%
15ALPHABET INC CL AGOOG10,286$25.1M1.09%
16VANGUARD INDEX FDS VANGUARD VALUE ETF922908744161,532$22.2M0.96%
17VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF922042775346,791$22.0M0.95%
18VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836352,242$20.6M0.89%
19VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF922908652101,280$19.1M0.83%
20META PLATFORMS INC CL AMETA52,921$18.4M0.80%
21APPLE INC COMAAPL122,872$16.8M0.73%
22ADOBE SYS INC COMADBE27,822$16.3M0.71%
23ISHARES TR CORE S&P 500 ETF46428720037,605$16.2M0.70%
24VISA INC COM CL AV67,612$15.8M0.68%
25ALPHABET INC CAP STK CL CGOOG6,099$15.3M0.66%
26MERCK & CO INC NEW COMMRK196,513$15.3M0.66%
27ISHARES TR 7-10 YR TREAS BD ETF464287440129,060$14.9M0.65%
28VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF921937835172,667$14.8M0.64%
29ISHARES TR CORE S&P MID-CAP ETF46428750754,121$14.5M0.63%
30JPMORGAN CHASE & CO COMVYLD92,260$14.4M0.62%
31ABBVIE INC COMABBV119,933$13.5M0.58%
32ISHARES TR 3-7 YR TREAS BD ETF464288661101,661$13.3M0.57%
33UNITEDHEALTH GROUP INC COMUNH32,512$13.0M0.56%
34VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS92206C870132,289$12.6M0.54%
35CISCO SYS INC COMCSCO230,978$12.2M0.53%
36ISHARES TR RUSSELL 1000 VALUE ETF46428759876,873$12.2M0.53%
37VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A70230,446$12.1M0.53%
38PFIZER INC COMPFE308,974$12.1M0.52%
39PHILIP MORRIS INTL INC COM718172109121,736$12.1M0.52%
40INVESCO QQQ TR UNIT SER 1IVZ34,017$12.1M0.52%
41ISHARES TR S&P 500 VALUE ETF46428740880,053$11.8M0.51%
42VERIZON COMMUNICATIONS INC COMVZ203,725$11.4M0.49%
43ISHARES TR INTL SELECT DIVID ETF INDEX FD464288448338,049$11.0M0.47%
44ISHARES TR CORE U S AGGREGATE BD ETF46428722694,253$10.9M0.47%
45CHEVRON CORP NEW COMCVX101,282$10.6M0.46%
46THERMO FISHER SCIENTIFIC INC COMTMO20,084$10.1M0.44%
47INTUIT COMINTU20,558$10.1M0.44%
48DANAHER CORP COM23585110237,498$10.1M0.44%
49ISHARES TR CORE S&P SMALL-CAP ETF46428780486,684$9.8M0.42%
50PAYPAL HLDGS INC COMPYPL32,071$9.3M0.40%
51MASTERCARD INC CL AMA25,386$9.3M0.40%
52SPDR SER TR NUVEEN BLOOMBERG MUN BD ETF78468R721175,105$9.1M0.40%
53MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT73,202$9.1M0.39%
54NVIDIA CORP COMNVDA11,272$9.0M0.39%
55SPDR SER TR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF78468R739180,940$9.0M0.39%
56JOHNSON & JOHNSON COMJNJ53,811$8.9M0.38%
57ISHARES TR S&P SMALL-CAP 600 GROWTH ETF46428788766,486$8.8M0.38%
58ISHARES TR TIPS BD ETF46428717668,456$8.8M0.38%
59SPDR SER TR PORTFOLIO TIPS ETF78464A656280,408$8.7M0.38%
60PEPSICO INC COMPEP57,844$8.6M0.37%
61VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876938,395$8.6M0.37%
62MSCI INC COMMSCI15,758$8.4M0.36%
63BLACKROCK INC COMBLK9,549$8.4M0.36%
64SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF808524797102,156$7.7M0.33%
65EXXON MOBIL CORP COMXOM121,533$7.7M0.33%
66BROADCOM INC COMAVGO15,994$7.6M0.33%
67METLIFE INC COMMET-PF126,395$7.6M0.33%
68ISHARES TR MBS ETF46428858869,471$7.5M0.33%
69LAM RESH CORP COMLRCX11,482$7.5M0.32%
70PROCTER & GAMBLE CO COM74271810955,110$7.4M0.32%
71GILEAD SCIENCES INC COMGILD107,300$7.4M0.32%
72COMCAST CORP NEW CL ACCZ126,251$7.2M0.31%
73ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF46428851381,074$7.1M0.31%
74BANK AMER CORP COM060505104168,763$7.0M0.30%
75WALMART INC COMWMT49,282$6.9M0.30%
76VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF92193781976,771$6.9M0.30%
77UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF117,640$6.9M0.30%
78TRUIST FINL CORP COM89832Q109122,542$6.8M0.29%
79US BANCORP DEL COM NEWUSB-PS116,430$6.6M0.29%
80APPLIED MATLS INC COM03822210545,915$6.5M0.28%
81COCA COLA CO COMKO120,811$6.5M0.28%
82BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072110448107163,434$6.4M0.28%
83CHARTER COMMUNICATIONS INC NEW CL A16119P1088,705$6.3M0.27%
84ISHARES TR CORE MSCI EAFE ETF46432F84283,075$6.2M0.27%
85DUKE ENERGY CORP NEW COM NEWDUKB61,905$6.1M0.26%
86HOME DEPOT INC COMHD19,133$6.1M0.26%
87NIKE INC CL BNKE39,166$6.1M0.26%
88LOCKHEED MARTIN CORP COMLMT15,659$5.9M0.26%
89SCHWAB CHARLES CORP NEW COMSCHW-PJ81,202$5.9M0.26%
90WELLS FARGO & CO NEW COM949746101128,006$5.8M0.25%
91COLGATE PALMOLIVE CO COMCL69,712$5.7M0.25%
92AMERICAN ELEC PWR CO INC COM02553710166,765$5.6M0.24%
93SPDR GOLD TR GOLD SHSGLD33,143$5.5M0.24%
94AUTODESK INC COMADSK18,651$5.4M0.24%
95EMERSON ELEC CO COMEMR55,855$5.4M0.23%
96VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF92204285898,930$5.4M0.23%
97SERVICENOW INC COMNOW9,595$5.3M0.23%
98BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A18,436$5.1M0.22%
99ISHARES TR SELECT DIVID ETF FD46428716843,178$5.0M0.22%
100UNITED PARCEL SVC INC CL BUPS23,883$5.0M0.22%
101BCE INC COM NEW ISIN#CA05534B7604 SHSBCPPF100,684$5.0M0.22%
102CANADIAN IMPERIAL BK OF COMMERCECNDIF43,602$5.0M0.21%
103VANGUARD INDEX FDS VANGUARD MID-CAP ETF92290862920,618$4.9M0.21%
104ZEBRA TECHNOLOGIES CORP CL AZBRA9,217$4.9M0.21%
105ENBRIDGE INC COM ISIN#CA29250N1050ENNPF120,832$4.8M0.21%
106ELECTRONIC ARTS INC COMEA33,588$4.8M0.21%
107CROWN CASTLE INC COMCCI24,590$4.8M0.21%
108CHARLES RIV LABORATORIES INTL INC COM15986410712,854$4.8M0.21%
109ABBOTT LABS COMABLZF40,070$4.6M0.20%
110SOUTHERN CO COMSOMN76,483$4.6M0.20%
111TRANSUNION COMTRU41,763$4.6M0.20%
112TARGET CORP COMTGT18,902$4.6M0.20%
113SCOTTS MIRACLE-GRO CO COMSMG23,696$4.5M0.20%
114AMETEK INC NEW COMAME33,950$4.5M0.20%
115ANALOG DEVICES INC COMADI26,295$4.5M0.20%
116NEXTERA ENERGY INC COMNEE-PW61,647$4.5M0.20%
117ISHARES INC CORE MSCI EMERGING MKTS ETF46434G10367,013$4.5M0.19%
118ISHARES TR RUSSELL MID-CAP ETF46428749956,533$4.5M0.19%
119VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF92290855343,843$4.5M0.19%
120SHERWIN-WILLIAMS CO COMSHW16,239$4.4M0.19%
121VANGUARD INTL FD FTSE DEVELOPED MKTS ETF92194385885,769$4.4M0.19%
122DOMINION ENERGY INC COMD59,801$4.4M0.19%
123TJX COS INC NEW COM87254010964,827$4.4M0.19%
124MICRON TECHNOLOGY INC COMMU50,846$4.3M0.19%
125STARBUCKS CORP COMSBUX38,520$4.3M0.19%
126PPG INDS INC COM69350610725,341$4.3M0.19%
127RTX CORP COMRTX49,613$4.2M0.18%
128BLOCK INC CL ABSQKZ17,326$4.2M0.18%
129IRON MTN INC NEW COM46284V10199,225$4.2M0.18%
130VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR92857W308243,876$4.2M0.18%
131VERISK ANALYTICS INC COMVRSK23,833$4.2M0.18%
132LAS VEGAS SANDS CORP COMLVS77,943$4.1M0.18%
133NATIONAL GRID PLC SPON ADR NEW 2017NMPWP64,173$4.1M0.18%
134KLA CORP COMKLAC12,498$4.1M0.18%
135ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34ACN13,701$4.0M0.17%
136ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF46428860477,943$4.0M0.17%
137INTERNATIONAL BUSINESS MACHS CORP COMINTR27,300$4.0M0.17%
138NORTHROP GRUMMAN CORP COMNOC10,985$4.0M0.17%
139ISHARES TR CORE S&P U S VALUE ETF46428766355,475$4.0M0.17%
140ISHARES TR MSCI EMERGING MKTS INDEX FD46428723471,853$4.0M0.17%
1413M CO COMMMM19,756$3.9M0.17%
142POOL CORP COMPOOL8,472$3.9M0.17%
143NETFLIX INC COMNFLX7,354$3.9M0.17%
144HONEYWELL INTL INC COM43851610617,678$3.9M0.17%
145T-MOBILE US INC COMTMUSZ26,576$3.8M0.17%
146CENTENE CORP DEL COMCNC51,665$3.8M0.16%
147MORGAN STANLEY COM NEWMS-PQ40,998$3.8M0.16%
148AMERICAN TOWER CORP NEW COM03027X10013,596$3.7M0.16%
149AT&T INC COMT-PC127,010$3.7M0.16%
150VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF92290875116,020$3.6M0.16%
151ISHARES TR RUSSELL 1000 ETF46428762214,728$3.6M0.15%
152CITIGROUP INC COM NEWC-PR50,150$3.5M0.15%
153EQUIFAX INC COMEFX14,688$3.5M0.15%
154VULCAN MATLS CO COM92916010920,140$3.5M0.15%
155CADENCE DESIGN SYS INC COMCDNS25,259$3.5M0.15%
156TERADYNE INC COMTER25,790$3.5M0.15%
157BOSTON SCIENTIFIC CORP COMBSX80,689$3.5M0.15%
158CONOCOPHILLIPS COMCOP56,406$3.4M0.15%
159AMERICAN INTL GROUP INC COM NEW02687478471,472$3.4M0.15%
160SELECT SECTOR SPDR TR TECHNOLOGY81369Y80322,912$3.4M0.15%
161HASBRO INC COMHAS35,617$3.4M0.15%
162HUNTINGTON BANCSHARES INC COMHBANP233,861$3.3M0.14%
163CDW CORP COMCDW19,013$3.3M0.14%
164VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD92206C10253,780$3.3M0.14%
165ICON PLC LTD SHS ISIN#IE0005711209ICLR15,974$3.3M0.14%
166UNION PAC CORP COMUNP14,835$3.3M0.14%
167WILLIAMS COS INC COM969457100121,671$3.2M0.14%
168SITEONE LANDSCAPE SUPPLY INC COMSITE18,725$3.2M0.14%
169ISHARES TR RUSSELL MID-CAP GROWTH ETF46428748127,613$3.1M0.14%
170ISHARES TR S&P MIDCAP 400 VALUE ETF46428770529,217$3.1M0.13%
171ELEVANCE HEALTH INC COMELV7,989$3.1M0.13%
172ZOETIS INC COMZTS16,241$3.0M0.13%
173THOR INDS INC COM88516010126,651$3.0M0.13%
174LENNOX INTL INC COM5261071078,517$3.0M0.13%
175COPART INC COMCPRT22,315$2.9M0.13%
176AMEREN CORP COMAEE36,748$2.9M0.13%
177NORDSON CORP COMNDSN13,388$2.9M0.13%
178ROSS STORES INC COMROST23,444$2.9M0.13%
179ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74ALLE20,775$2.9M0.13%
180CAPITAL ONE FINL CORP COM14040H10518,569$2.9M0.12%
181VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF92290851220,347$2.9M0.12%
182GENERAL MLS INC COM37033410445,539$2.8M0.12%
183SEA LTD ADR ISIN#US81141R1005SE10,075$2.8M0.12%
184BERKLEY W R CORP COMWRB-PH37,149$2.8M0.12%
185ENTERPRISE PRODS PARTNERS L P COM UNIT293792107112,805$2.7M0.12%
186VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD92206C70640,014$2.7M0.12%
187PPL CORP COMPPLC96,003$2.7M0.12%
188SCHLUMBERGER LTD COM ISIN# AN8068571086SLB82,846$2.7M0.11%
189ARISTA NETWORKS INC COMANET7,304$2.6M0.11%
190JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619G5150210538,546$2.6M0.11%
191CVS HEALTH CORP COMCVS31,233$2.6M0.11%
192UNITED RENTALS INC COMURI8,073$2.6M0.11%
193AMGEN INC COMAMGN10,534$2.6M0.11%
194TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076TRPRF51,721$2.6M0.11%
195GALLAGHER ARTHUR J & CO COM36357610918,238$2.6M0.11%
196ISHARES TR US REAL ESTATE ETF46428773925,033$2.6M0.11%
197BENTLEY SYS INC CL BBSY39,373$2.6M0.11%
198EATON CORPORATION PLC SHS ISIN#IE00B8KQN827ETN17,164$2.5M0.11%
199REPUBLIC SVCS INC COM76075910023,037$2.5M0.11%
200ISHARES TR BIOTECHNOLOGY ETF46428755615,325$2.5M0.11%
201SS&C TECHNOLOGIES HLDGS INC COMSSNC34,699$2.5M0.11%
202TEXAS INSTRS INC COM88250810412,868$2.5M0.11%
203ISHARES TR RUSSELL 2000 GROWTH ETF4642876487,862$2.5M0.11%
204CIGNA GROUP COM12552310010,106$2.4M0.10%
205DISNEY WALT CO DISNEY COM25468710613,544$2.4M0.10%
206NORFOLK SOUTHN CORP COM6558441088,929$2.4M0.10%
207VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS92204274222,862$2.4M0.10%
208SALESFORCE INC COMCRM9,651$2.4M0.10%
209ALTRIA GROUP INC COMMO49,350$2.4M0.10%
210BECTON DICKINSON & CO COMBDX9,673$2.4M0.10%
211DROPBOX INC CL ADBX77,184$2.3M0.10%
212ISHARES TR MSCI EAFE GROWTH ETF46428888521,550$2.3M0.10%
213LPL FINL HLDGS INC COM50212V10017,094$2.3M0.10%
214KKR & CO INC COMKKRT38,878$2.3M0.10%
215NOVARTIS AG SPONSORED ADRNVSEF25,010$2.3M0.10%
216ISHARES TR RUSSELL MID-CAP VALUE ETF46428747319,765$2.3M0.10%
217WEC ENERGY GROUP INC COMWEC25,464$2.3M0.10%
218DUPONT DE NEMOURS INC COMDD29,250$2.3M0.10%
219DOLLAR TREE INC COMDLTR22,383$2.2M0.10%
220MATCH GROUP INC NEW COMMTCH13,773$2.2M0.10%
221INTERACTIVE BROKERS GROUP INC CL A - COM45841N10733,233$2.2M0.09%
222COSTAR GROUP INC COMCSGP26,358$2.2M0.09%
223BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL COM10919410014,823$2.2M0.09%
224KIMBERLY-CLARK CORP COMKMB16,096$2.2M0.09%
225ELANCO ANIMAL HEALTH INC COMELAN61,714$2.1M0.09%
226WASTE MGMT INC DEL COM94106L10915,092$2.1M0.09%
227MARATHON PETE CORP COMMARA34,717$2.1M0.09%
228IDEXX LABS INC COM45168D1043,315$2.1M0.09%
229ANSYS INC COM03662Q1056,026$2.1M0.09%
230PUBLIC SVC ENTERPRISE GROUP INC COM74457310634,862$2.1M0.09%
231EQUITABLE HLDGS INC COMEQH-PC68,252$2.1M0.09%
232FIDELITY NATL INFORMATION SVCS INC COM31620M10614,471$2.1M0.09%
233PHILLIPS 66 COMPSX23,676$2.0M0.09%
234TRAVELERS COS INC COMTRV13,519$2.0M0.09%
235NEXSTAR MEDIA GROUP INC COMNXST13,682$2.0M0.09%
236TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100387403910016,823$2.0M0.09%
237JONES LANG LASALLE INC COMJLL10,287$2.0M0.09%
238CLARIVATE PLC SHS ISIN#JE00BJJN4441CLVT72,739$2.0M0.09%
239PAYCHEX INC COMPAYX18,484$2.0M0.09%
240CHEMED CORP NEW COMCHE4,174$2.0M0.09%
241WEST PHARMACEUTICAL SVCS INC COM9553061055,424$1.9M0.08%
242AUTOMATIC DATA PROCESSING INC COMADP9,799$1.9M0.08%
243COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH27,928$1.9M0.08%
244CATERPILLAR INS COMCAT8,874$1.9M0.08%
245ENTERGY CORP NEW COMENO19,355$1.9M0.08%
246PROLOGIS INC COMPLDGP16,142$1.9M0.08%
247MONDELEZ INTL INC CL A60920710530,672$1.9M0.08%
248NVR INC COMNVR381$1.9M0.08%
249SANOFI SPONS ADR ISIN#US80105N1054SNYNF35,480$1.9M0.08%
250AUTOZONE INC COMAZO1,249$1.9M0.08%
251DEERE & CO COMDE5,201$1.8M0.08%
252ISHARES TR S&P MIDCAP 400 GROWTH ETF46428760622,514$1.8M0.08%
253MCDONALDS CORP COMMCD7,884$1.8M0.08%
254LOWES COS INC COM5486611079,383$1.8M0.08%
255RESTAURANT BRANDS INTL INC COM ISIN#CA76131D103376131D10328,203$1.8M0.08%
256DISCOVER FINL SVCS COM25470910815,181$1.8M0.08%
257TEXAS PAC LD CORP COMTPL1,112$1.8M0.08%
258ORACLE CORP COMORCL-PD22,798$1.8M0.08%
259HENRY JACK & ASSOC INC COM42628110110,730$1.8M0.08%
260ISHARES TR CORE S&P U S GROWTH ETF46428767117,042$1.7M0.07%
261FAIR ISAAC CORPORATION COMFICO3,404$1.7M0.07%
262ESSENT GROUP LTD COM ISIN#BMG3198U1027ESNT37,662$1.7M0.07%
263ISHARES TR S&P SMALL-CAP 600 VALUE ETF46428787915,888$1.7M0.07%
264ROLLINS INC COMROL48,843$1.7M0.07%
265DIGITAL RLTY TR INC COM25386810311,015$1.7M0.07%
266EVERSOURCE ENERGY COMES20,609$1.7M0.07%
267WESTERN ALLIANCE BANCORPORATION COMWAL-PA17,729$1.6M0.07%
268DYNATRACE INC COMDT27,666$1.6M0.07%
269GENERAL MTRS CO COM37045V10027,312$1.6M0.07%
270CARMAX INC COMKMX12,118$1.6M0.07%
271INTEL CORP COMINTC27,726$1.6M0.07%
272DOW INC COMDOW24,258$1.5M0.07%
273CHUBB LTD COM ISIN#CH0044328745CB9,625$1.5M0.07%
274MARVELL TECHNOLOGY INC COMMRVL26,199$1.5M0.07%
275AMERICAN EXPRESS CO COMAXP9,197$1.5M0.07%
276AMERIPRISE FINL INC COM03076C1066,099$1.5M0.07%
277PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD72201R78315,128$1.5M0.07%
278BOEING CO COMBA-PA6,272$1.5M0.07%
279BP PLC SPONS ADRBPPFF56,788$1.5M0.06%
280EXPONENT INC COMEXPO16,712$1.5M0.06%
281GENERAL DYNAMICS CORP COMGD7,888$1.5M0.06%
282NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI7,137$1.5M0.06%
283VERTEX PHARMACEUTICALS INC COMVRTX7,242$1.5M0.06%
284REGIONS FINL CORP NEW COMRF-PF70,600$1.4M0.06%
285ECOLAB INC COMECL6,845$1.4M0.06%
286LAMB WESTON HLDGS INC COMLW17,468$1.4M0.06%
287MIDDLEBY CORP COMMIDD8,120$1.4M0.06%
288COCA-COLA EUROPACIFIC PARTNERS PLC ISIN#GB00BDCPN049CCEP23,541$1.4M0.06%
289BIO RAD LABORATORIES INC CL A0905722072,155$1.4M0.06%
290ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089AZN23,142$1.4M0.06%
291WISDOMTREE TR EMERGING MKTS HIGH DIVID FDWT30,113$1.4M0.06%
292STRYKER CORP COMMONSYK5,292$1.4M0.06%
293STERIS PLC REGISTERED SHS ISIN#IE00BFY8C754STE6,660$1.4M0.06%
294ISHARES TR NATL MUN BD ETF FD46428841411,670$1.4M0.06%
295EDWARDS LIFESCIENCES CORP COMEW13,090$1.4M0.06%
296REALTY INCOME CORP COMO20,219$1.3M0.06%
297MONOLITHIC PWR SYS INC COM6098391053,596$1.3M0.06%
298NEXTERA ENERGY PARTNERS LP COM UNIT LTD PARTNERSHIP INTNEE-PW17,487$1.3M0.06%
299VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS92206C7306,549$1.3M0.06%
300SNAP ON INC COMSNA5,856$1.3M0.06%
301GOLDMAN SACHS GROUP INC COMGSCE3,427$1.3M0.06%
302CENTERPOINT ENERGY INC COMCNP52,508$1.3M0.06%
303VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF92204A5045,186$1.3M0.06%
304MCKESSON CORP COMMCK6,702$1.3M0.06%
305SABRE CORP COMSABR102,161$1.3M0.06%
306ISHARES TR U S TREAS BD ETF46429B26747,673$1.3M0.05%
307AIR PRODS & CHEMS INC COMAIIR4,365$1.3M0.05%
308OTIS WORLDWIDE CORP COMOTIS15,233$1.2M0.05%
309NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086NTR20,401$1.2M0.05%
310FORTIVE CORP COMFTV17,667$1.2M0.05%
311VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF9229086117,083$1.2M0.05%
312INTERCONTINENTAL EXCHANGE INC COM45866F10410,264$1.2M0.05%
313VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF9229085954,180$1.2M0.05%
314SELECT SECTOR SPDR TR ENERGY81369Y50622,402$1.2M0.05%
315LILLY ELI & CO COMLLY5,079$1.2M0.05%
316KONINKLIJKE PHILIPS N V ISIN#US5004723038RYLPF23,219$1.2M0.05%
317PROGRESSIVE CORP OH COM74331510311,719$1.2M0.05%
318PNC FINL SVCS GROUP INC COM6934751056,005$1.1M0.05%
319QUALCOMM INC COMQCOM7,843$1.1M0.05%
320GENERAL ELECTRIC COMPANY R/S EFF 8/2/21 1 OLD/ .125 NEW CU 369604301 GENERAL ELECTRIC COGE81,398$1.1M0.05%
321RYMAN HOSPITALITY PPTYS INC COM78377T10713,858$1.1M0.05%
322CENCORA INC COMCOR9,506$1.1M0.05%
323ETSY INC COMETSY5,268$1.1M0.05%
324ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF46428864619,034$1.0M0.05%
325TELEDYNE TECHNOLOGIES INC COMTDY2,478$1.0M0.04%
326AVANTOR INC COMAVTR29,118$1.0M0.04%
327SONY GROUP CORP AMERN SH NEW ISIN#US8356993076SNEJF10,608$1.0M0.04%
328VANGUARD WORLD FDS VANGUARD INDLS ETF92204A6035,217$1.0M0.04%
329ISHARES TR SHORT-TERM NATL MUN BD ETF FD4642881589,123$983,6420.04%
330CME GROUP INC COMCME4,610$980,3790.04%
331ILLINOIS TOOL WKS INC COM4523081094,356$973,8270.04%
332CONSTELLATION BRANDS INC CL ASTZ4,109$960,9680.04%
333TAPESTRY INC COMTPR21,905$952,4290.04%
334RIO TINTO PLC SPONSORED ADR ISIN#US7672041008RTNTF11,053$927,2360.04%
335ZIMMER BIOMET HLDGS INC COMZBH5,723$920,3730.04%
336SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY81369Y4075,090$908,8200.04%
337MOHAWK INDS INC COM6081901044,714$905,9840.04%
338ALLSTATE CORP COMALL-PJ6,775$883,7310.04%
339VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108163,804$880,1700.04%
340WATSCO INC COMWSO-B3,055$875,7290.04%
341EQUINOR ASA SPONSORED ADR ISIN#US29446M1027STOHF41,302$875,5920.04%
342RPM INTL INC COM7496851039,790$868,1770.04%
343BRISTOL MYERS SQUIBB CO COMCELG-RI12,950$865,3190.04%
344ALCON SA ACT NOM ISIN#CH0432492467ALC12,333$864,4570.04%
345ALPS ETF TR ALERIAN MLP ETF NEW00162Q45223,559$857,7830.04%
346LYONDELLBASELL INDUSTRIES N V ORD SHS CL ALYB8,318$855,7230.04%
347MARTIN MARIETTA MATLS INC COM5732841062,431$855,2500.04%
348ISHARES TR RUSSELL 2000 VALUE ETF4642876305,053$837,6360.04%
349HOWMET AEROSPACE INC COMHWM23,866$822,6610.04%
350SELECT SECTOR SPDR TR INDL81369Y7047,980$817,1520.04%
351TESLA INC COMTSLA1,195$812,2420.04%
352ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF46428863813,356$808,3050.03%
353DOLLAR GEN CORP NEW COM2566771053,718$804,4300.03%
354MARSH & MCLENNAN COS INC COM5717481025,709$803,1420.03%
355CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113M224651046,831$793,2840.03%
356OCUGEN INC COMOCGN98,390$790,0720.03%
357CORTEVA INC COMCTVA17,742$786,8360.03%
358TORONTO DOMINION BK ISIN#CA8911605092TORO11,135$780,0070.03%
359ISHARES TR GLOBAL CLEAN ENERGY ETF46428822432,926$772,4440.03%
360FOX CORP CL AFOX20,417$758,0830.03%
361SEMPRA COMSREA5,697$754,7390.03%
362BHP GROUP LTD SPONSORED ADR ISIN#US0886061086BHPLF10,333$752,5520.03%
363SELECT SECTOR SPDR TR FINANCIAL81369Y60519,933$731,3420.03%
364CANADIAN NATURAL RES LTD ISIN#CA136385101713638510120,130$730,3160.03%
365QORVO INC COMQRVO3,732$730,1660.03%
366STANLEY BLACK & DECKER INC COMSWK3,559$729,5590.03%
367ISHARES TR MSCI EAFE VALUE ETF46428887714,022$725,7790.03%
368OWENS CORNING NEW COMOC7,290$713,6910.03%
369HUMANA INC COMHUM1,611$713,3120.03%
370DOVER CORP COMDOV4,597$692,3080.03%
371ISHARES GOLD TR ISHARES NEWIAU20,452$689,4370.03%
372VANGUARD WORLD FDS VANGUARD MATLS ETF92204A8013,781$683,5670.03%
373ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF46435G24325,843$672,9520.03%
374FIFTH THIRD BANCORP COMFITBM17,589$672,4270.03%
375EVEREST GROUP LTD SHS ISIN#BMG3223R1088EG2,659$670,0950.03%
376CHEGG INC COMCHGG8,003$665,1290.03%
377LKQ CORP COMLKQ13,490$663,9780.03%
378ISHARES TR 20 YR TREAS BD ETF4642874324,587$662,1330.03%
379RAYMOND JAMES FINL INC COM7547301094,993$648,5910.03%
380LEAR CORP COM NEWLEA3,684$645,7320.03%
381WELLTOWER INC COMWELL7,589$630,6600.03%
382NEWMONT CORP COMNEMCL9,947$630,4410.03%
383ROCKWELL AUTOMATION INC COMROK2,188$625,8120.03%
384EOG RES INC COMEOG7,484$624,4650.03%
385PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD72201R20511,331$623,8850.03%
386HARLEY DAVIDSON INC COMHOG13,607$623,4730.03%
387WABTEC COM9297401087,341$604,1640.03%
388SCHWAB STRATEGIC TR US TIPS ETF8085248709,637$602,4090.03%
389BROADRIDGE FINL SOLUTIONS INC COM11133T1033,678$594,1070.03%
390LENNAR CORP CL ALEN-B5,973$593,4180.03%
391SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETF78468R85313,425$589,8950.03%
392ASML HLDG N V N Y REGISTRY SHS NEW 2012ASMLF844$583,0690.03%
393ISHARES TR MORNINGSTAR MID CAP GROWTH ETF4642883078,399$578,6070.03%
394MOTOROLA SOLUTIONS INC COM NEWMSI2,630$570,2070.02%
395SAP SE SPONSORED ADR ISIN#US8030542042SAPGF4,028$565,7730.02%
396ALIBABA GROUP HLDG LTD SPONSORED ADR ISIN#US01609W1027BBAAY2,492$565,1360.02%
397COSTCO WHOLESALE CORP NEW COM22160K1051,402$554,7290.02%
398VAIL RESORTS INC COMMTN1,731$547,8960.02%
399GLOBAL PMTS INC COM37940X1022,893$542,5530.02%
400LEGGETT & PLATT INC COMLEG10,395$538,5550.02%
401LAZARD LTD N/C EFF 01/02/24 1 OLD / 1 NEW CU 52110M109 LAZARD INCLAZ11,776$532,8730.02%
402PARKER-HANNIFIN CORP COMPH1,691$519,3230.02%
403PRICE T ROWE GROUP INC COMTROW2,606$515,9490.02%
404HDFC BK LTD ADR REPSTG 3 SHSHDB7,005$512,2060.02%
405ISHARES TR ESG AWARE U S AGGREGATE BD ETF46435U5499,191$508,4460.02%
406AFLAC INC COMAFL9,422$505,5850.02%
407VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF92204A2072,768$505,1880.02%
408GEN DIGITAL INC COMGENVR18,073$491,9470.02%
409EVERGY INC COMEVRG8,123$490,8560.02%
410INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETFIVZ17,896$487,8450.02%
411AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079AMCCF42,472$486,7290.02%
412ROGERS COMMUNICATIONS INC CL B NON VOTING SHS ISIN#CA7751092007RCIAF9,127$485,0350.02%
413US FOODS HLDG CORP COMUSFD12,529$480,6120.02%
414NETAPP INC COMNTAP5,739$469,5650.02%
415S&P GLOBAL INC COMSPGI1,140$467,9740.02%
416ROYAL BK CDA MONTREAL QUE ISIN# CA78008710217800871024,605$466,5000.02%
417TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967TT2,510$462,1910.02%
418VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C7146,599$459,2900.02%
419AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082AXTA15,034$458,3870.02%
420FMC CORP COM NEWFMC4,232$457,9020.02%
421EDISON INTL COM2810201077,811$451,6320.02%
422DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF2,328$446,2540.02%
423HANESBRANDS INC COM41034510223,860$445,4620.02%
424KOHLS CORP COMKSS8,043$443,2500.02%
425TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR ISIN#US8740602052TKPHF26,130$439,7680.02%
426SKYWORKS SOLUTIONS INC COMSWKS2,237$428,9450.02%
427ALLIANT ENERGY CORP COMLNT7,671$427,7350.02%
428TOTALENERGIES SE SPONS ADR ISIN#US89151E1091TTE9,378$424,4400.02%
429PRUDENTIAL FINL INC COMPUKPF4,106$420,7420.02%
430STATE STR CORP COMSTT-PG4,999$411,3180.02%
431XCEL ENERGY INC COMXELLL6,182$407,2700.02%
432ISHARES INC ESG AWARE MSCI EM ETF46434G8638,984$405,6280.02%
433NEWELL BRANDS INC COMNWL14,755$405,3060.02%
434NISOURCE INC COMNI16,480$403,7600.02%
435FIDELITY NATL FINL INC NEW FNF GROUP COMFNF9,235$401,3530.02%
436OMNICOM GROUP INC COMOMC5,014$401,0460.02%
437SELECT SECTOR SPDR TR MATLS81369Y1004,848$399,0390.02%
438SELECT SECTOR SPDR TR UTILS81369Y8866,243$394,7450.02%
439POLARIS INC COMPII2,867$392,6640.02%
440MSC INDL DIRECT INC CL A5535301064,319$387,5020.02%
441CRITEO SA SPONS ADR ISIN#US2267181046CRTO8,479$383,5050.02%
442AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54AON1,601$382,2550.02%
443APTIV PLC SHS COMAPTV2,408$378,8510.02%
444W P CAREY INC COM92936U1094,931$367,9510.02%
445GSK PLC R/S EFF 07/19/22 1 OLD / .8 NEW CU 37733W204 ADR GSK PLCGLAXF9,152$364,4210.02%
446QUANTA SVCS INC COM74762E1024,005$362,7330.02%
447VERTIV HLDGS CO CL AVRT13,232$361,2340.02%
448SIMON PPTY GROUP INC NEW COM8288061092,748$358,5590.02%
449EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FD COMETN35,134$358,3700.02%
450ITAU UNIBANCO HLDG SA NS SPONSORED ADR REPSTG 500 PFD ISIN#US465562106246556210659,336$356,6090.02%
451MCCORMICK & CO INC COM NON VTGMKC-V4,011$354,2520.02%
452REGENCY CTRS CORP COM7588491035,493$351,9370.02%
453SELECT SECTOR SPDR TR HEALTH CARE81369Y2092,793$351,7780.02%
454BANCO BILBAO VIZCAYA ARGENTARIA SA ISIN#US05946K1016 APONSORED ADRBBVXF55,813$346,5990.02%
455ICICI BK LTD ADR ISIN#US45104G1040IBN20,213$345,6420.01%
456NUCOR CORP COMNUE3,404$326,5460.01%
457LEIDOS HLDGS INC COMLDOS3,227$326,2500.01%
458EXELON CORP COMEXC7,354$325,8560.01%
459HARTFORD FINL SVCS GROUP INC COMHIG-PG5,207$322,6780.01%
460ISHARES TR ESG AWARE MSCI EAFE ETF46435G5164,040$319,2810.01%
461FOMENTO ECONOMICO MEX S A B DE C V NEW ISIN#US3444191064 SPON ADR REP UNIT1 SER B SH & 2 SER D B SHS & 2 SER D L SHS3444191063,717$314,1240.01%
462HUNTINGTON INGALLS INDS INC COM4464131061,483$312,5420.01%
463SEALED AIR CORP NEW COMSE5,266$312,0110.01%
464DARDEN RESTAURANTS INC COMDRI2,103$307,0170.01%
465VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF9229077465,486$303,3900.01%
466TYSON FOODS INC CL ATSN4,074$300,4980.01%
467KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047KGCRF47,194$299,6820.01%
468ISHARES TR MSCI ACWI LOW CARBON TARGET ETF46434V4641,804$299,4820.01%
469TELUS CORP COM ISIN#CA87971M1032TU13,337$299,4720.01%
470VANGUARD WORLD FDS VANGUARD FINLS ETF92204A4053,296$298,0900.01%
471HERSHEY CO COMHSY1,697$295,5830.01%
472TEXTRON INC COMTXT4,235$291,2410.01%
473KINDER MORGAN INC DEL COMEP-PC15,930$290,4040.01%
474SPDR SER TR BLOOMBERG HIGH YIELD BD ETF NEW78468R6222,629$289,0850.01%
475INVESCO EXCHANGE-TRADED FD TR II SR LN ETFIVZ13,045$288,9470.01%
476LAUDER ESTEE COS INC CL A518439104881$280,3320.01%
477AMPHENOL CORP NEW CL A0320951014,095$280,1390.01%
478KT CORP SPON ADRKT19,790$276,0710.01%
479EBAY INC COMEBAY3,856$270,7300.01%
480CANADIAN NATL RY CO COM ISIN#CA13637510271363751022,554$269,4980.01%
481EQUINIX INC COM PAR $0 001EQIX332$266,4630.01%
482SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTMDY542$266,1270.01%
483RELX PLC SPONSORED ADRRLXXF9,938$265,0460.01%
484ON SEMICONDUCTOR CORP COMON6,836$261,6820.01%
485ISHARES TR ESG AWARE MSCI USA ETF46435G4252,619$257,8930.01%
486SELECT SECTOR SPDR TR CONSUMER STAPLES81369Y3083,677$257,2800.01%
487ORANGE SPONSORED ADR ISIN#US6840601065ORANY22,228$254,2880.01%
488FISERV INC COMFISV2,378$254,1840.01%
489AMBEV S A SPONSORED ADR ISIN#US02319V1035ABEV73,735$253,6480.01%
490ADVANCED MICRO DEVICES INC COMAMD2,692$252,8600.01%
491SOUTHWEST AIRLS CO COM8447411084,756$252,4960.01%
492ISHARES INC MSCI BIC ETF4642866574,581$250,4990.01%
493GLOBANT S A COM ISIN#LU0974299876GLOB1,140$249,8650.01%
494ISHARES TR COHEN & STEERS REIT ETF4642875643,817$249,4410.01%
495GODADDY INC CL AGDDY2,808$244,1840.01%
496VANGUARD INDEX FDS MID-CAP GROWTH ETF9229085381,031$243,6770.01%
497MERCADOLIBRE INC COMMELI156$243,0150.01%
498FEDEX CORP COMFDX813$242,5420.01%
499ENTEGRIS INC COMENTG1,956$240,5290.01%
500TE CONNECTIVITY LTD REG SHS ISIN#CH0102993182TEL1,741$235,4520.01%