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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

Parallel Advisors, LLC

Quarter ended Q2 2024 · Filed August 8, 2024 · Accession 0001690010-24-000008

Total Value
$3.90B
Positions
3,328
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 INDEX464287200637,488$348.9M9.46%
2ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,651,696$315.0M8.54%
3APPLE INCAAPL816,873$172.0M4.67%
4NVIDIA CORPNVDA1,023,520$126.4M3.43%
5CORCEPT THERAPEUTICS INC COMCORT3,815,760$124.0M3.36%
6MICROSOFTMSFT178,114$79.6M2.16%
7AMAZON.COM INCAMZN364,837$70.5M1.91%
8ISHARES AGGREGATE BOND ETF464287226611,897$59.4M1.61%
9VANGUARD LARGE CAP922908637226,775$56.6M1.54%
10BLACKROCK U.S. EQUITY FACTOR ROTATION ETFBLK1,167,562$54.8M1.49%
11ALPHABET INC CAP STK CL CGOOG295,320$54.2M1.47%
12ISHARES CORE MSCI EAFE ETF46432F842727,379$52.8M1.43%
13CVB FINL CORP COM1266001052,947,643$50.8M1.38%
14GOOGLE INCGOOG276,476$50.4M1.37%
15GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ294,716$48.4M1.31%
16VANGUARD TOTAL STK MKT922908769151,899$40.6M1.10%
17COSTCO WHOLESALE CORP22160K10545,511$38.7M1.05%
18ISHARES MSCI USA QUALITY FACTOR ETF46432F339220,768$37.7M1.02%
19VANGUARD SMALL CAP ETF922908751172,211$37.5M1.02%
20BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A75,990$30.9M0.84%
21META PLATFORMS INC CL AMETA59,990$30.2M0.82%
22JPMORGAN CHASE & CO. COMVYLD127,356$25.8M0.70%
23VANGUARD FTSE DEVELOPED MARKETS ETF921943858469,354$23.2M0.63%
24VANGUARD VALUE ETF922908744143,022$22.9M0.62%
25ELI LILLY & CO COMLLY24,273$22.0M0.60%
26ISHARES GLOBAL TECH ETF464287291257,711$21.3M0.58%
27POWERSHARES QQQ TRIVZ44,472$21.3M0.58%
28UBER TECHNOLOGIES INC COMUBER267,099$19.4M0.53%
29VISA INCV73,829$19.4M0.53%
30ADOBE SYS INCADBE34,747$19.3M0.52%
31ISHARES CORE MSCI EMERGING MARKETS ETF46434G103355,120$19.0M0.52%
32ABBVIE INC COMABBV110,107$18.9M0.51%
33SPDR S&P 500 ETF TRUSTSPY33,665$18.3M0.50%
34MASTERCARD INCMA40,877$18.0M0.49%
35VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870224,789$18.0M0.49%
36UNITEDHEALTH GROUPUNH35,278$18.0M0.49%
37THERMO FISHER SCIENTIFIC INC COMTMO32,064$17.7M0.48%
38CHEVRON CORP NEW COMCVX112,611$17.6M0.48%
39ACCENTURE LTD BERMUDA CL AACN57,511$17.4M0.47%
40SCHWAB US DIVIDEND EQUITY ETF808524797221,289$17.2M0.47%
41SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805258,811$17.2M0.47%
42JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U852382,707$17.1M0.46%
43SALESFORCE COMCRM66,129$17.0M0.46%
44ISHARES MSCI EAFE ETF464287465205,431$16.1M0.44%
45PALANTIR TECHNOLOGIES INC CL APLTR627,415$15.9M0.43%
46INTUITIVE SURGICAL, INC.ISRG35,688$15.9M0.43%
47VANGUARD S&P 500 ETF92290836331,435$15.7M0.43%
48ISHARES INTERNATIONAL SELECT DIVIDEND ETF464288448558,811$15.5M0.42%
49NETFLIX COM INCNFLX22,720$15.3M0.42%
50INTUIT INCINTU22,986$15.1M0.41%
51TJX COS INC NEW COM872540109128,194$14.1M0.38%
52ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764238,349$14.1M0.38%
53VANGUARD MID CAP92290862955,230$13.4M0.36%
54VANGUARD FTSE EMERGING MARKETS ETF922042858299,062$13.1M0.36%
55ABBOTT LABS COMABLZF122,069$12.7M0.34%
56BOOKING HOLDINGS INC COMBKNG3,167$12.5M0.34%
57VANGUARD SHORT TERM CORP BOND FD ETF92206C409160,430$12.4M0.34%
58VERIZON COMMUNICATIONSVZ297,546$12.3M0.33%
59ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513157,926$12.2M0.33%
60DONALDSON INC COMDCI162,461$11.6M0.32%
61PROCTER AND GAMBLE CO COM74271810967,390$11.1M0.30%
62AVAGO TECHNOLOGIES LTDAVGO6,861$11.0M0.30%
63VANGUARD DIVIDEND APPRECIATION ETF92190884460,189$11.0M0.30%
64JOHNSON & JOHNSON COMJNJ72,087$10.5M0.29%
65ECOLAB INC COMECL43,747$10.4M0.28%
66VANGUARD GROWTH ETF92290873627,828$10.4M0.28%
67HONEYWELL INTL INC43851610647,994$10.2M0.28%
68DISNEY WALT CO COM254687106101,398$10.1M0.27%
69ISHARES S&P 500 VALUE ETF46428740855,123$10.0M0.27%
70HOME DEPOTHD29,035$10.0M0.27%
71COUPANG INC CL ACPNG474,562$9.9M0.27%
72TESLA MOTORS INCTSLA48,732$9.6M0.26%
73WALMART INC COMWMT140,198$9.5M0.26%
74BLACKROCK INCBLK11,956$9.4M0.26%
75ENERGY SELECT SECTOR SPDR81369Y506102,349$9.3M0.25%
76BLACKROCK ULTRA SHORT-TERM BOND ETF46434V878183,850$9.3M0.25%
77REALTY INCOME CORPO175,634$9.3M0.25%
78NEXTERA ENERGY INC COMNEE-PW130,316$9.2M0.25%
79ROPER INDUSTRIES INCROP16,031$9.0M0.25%
80VANGUARD SMALL CAP VALUE ETF92290861148,630$8.9M0.24%
81COLGATE PALMOLIVE CO COMCL90,824$8.8M0.24%
82SHERWIN WILLIAMS CO COMSHW29,019$8.7M0.23%
83ISHARES CORE S&P MID CAP ETF464287507147,817$8.7M0.23%
84ORACLE CORPORATIONORCL-PD61,064$8.6M0.23%
85PALO ALTO NETWORKS INC COMPANW25,044$8.5M0.23%
86SPDR GOLD ETFGLD38,729$8.3M0.23%
87ISHARES MSCI USA MIN VOL FACTOR ETF46429B69798,929$8.3M0.23%
88MCCORMICK & CO INC COM NON VTGMKC-V115,545$8.2M0.22%
89EXXON MOBIL CORP COMXOM70,740$8.1M0.22%
90ISHARES RUSSELL 1000 GROWTH ETF46428761422,319$8.1M0.22%
91ISHARES TR LEHMAN SHORT TREA BDFD46428867971,918$7.9M0.22%
92VANGUARD INFORMATION TECHNOLOGY92204A70213,518$7.8M0.21%
93ILLINOIS TOOL WKS INC COM45230810932,038$7.6M0.21%
94MERCK & CO INCMRK60,783$7.5M0.20%
95VANGUARD REIT INDEX ETF92290855389,590$7.5M0.20%
96READY CAPITAL CORP COMRC-PE913,179$7.5M0.20%
97NOVO-NORDISK A/S ADR ADR CMNNONOF51,263$7.3M0.20%
98ISHARES S&P SMALLCAP 600 ETF46428780467,875$7.2M0.20%
99PEPSICO INC COMPEP42,887$7.1M0.19%
100ISHARES EDGE MSCI USA VALUE FACTOR ETF46432F38867,291$7.0M0.19%
101VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681085,557$7.0M0.19%
102VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768115,185$6.9M0.19%
103NIKE INC CLASS BNKE91,924$6.9M0.19%
104ISHARES RUSSELL 1000 VALUE ETF46428759838,637$6.7M0.18%
105XYLEM INCXYL49,180$6.7M0.18%
106CROWDSTRIKE HLDGS INC CL ACRWD17,150$6.6M0.18%
107ZOETIS INC COM CL AZTS37,761$6.5M0.18%
108ISHARES TR MSCI ACWIINDEX FD46428825758,226$6.5M0.18%
109ISHARES ESG AWARE MSCI USA ETF46435G42554,726$6.5M0.18%
110ISHARES TIPS BOND ETF46428717659,144$6.3M0.17%
111VANGUARD TOTAL BOND MARKET ETF92193783586,397$6.2M0.17%
112FIDELITY TOTAL BOND ETF316188309137,492$6.2M0.17%
113VANGUARD HIGH DIVIDEND YIELD92194640651,973$6.2M0.17%
114EDWARDS LIFESCIENCES CORP COMEW66,155$6.1M0.17%
115SCHWAB INTERNATIONAL EQUITY ETF808524805150,798$5.8M0.16%
116TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910031,871$5.5M0.15%
117ISHARES MSCI EMERGING MARKETS ETF464287234126,643$5.4M0.15%
118COCA COLA CO COMKO82,345$5.2M0.14%
119STRYKER CORPSYK15,311$5.2M0.14%
120VANGUARD ESG U.S. STOCK ETF92191073352,452$5.1M0.14%
121ISHARES TR S&P CALIF MUN BD FD46428835688,133$5.0M0.14%
122MORGAN STANLEYMS-PQ51,499$5.0M0.14%
123INTL BUSINESS MACHINESINTR28,620$4.9M0.13%
124CISCO SYS INCCSCO103,945$4.9M0.13%
125ISHARES MSCI INTL QUALITY FACTOR ETF46434V456125,552$4.9M0.13%
126BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$4.9M0.13%
127SCHWAB U.S. LARGE-CAP ETF80852420176,105$4.9M0.13%
128MONSTER BEVERAGE CORPMNST97,643$4.9M0.13%
129CONSTELLATION BRANDS INC CL ASTZ17,547$4.5M0.12%
130INVESCO S&P 500 QUALITY ETFIVZ70,686$4.5M0.12%
131TAKE-TWO INTERACTIVESOFTWRETTWO28,754$4.5M0.12%
132SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A474149,812$4.4M0.12%
133PAYPAL HLDGS INC COMPYPL75,500$4.4M0.12%
134SCHWAB ETFS- US BROAD MARKET ETF80852410269,417$4.4M0.12%
135ISHARES U.S. EQUITY FACTOR ETF46434V28278,036$4.3M0.12%
136SS&C TECHNOLOGIES HLDGS INC COMSSNC69,160$4.3M0.12%
137SCHWAB EMERGING MARKET EQ ETF808524706163,136$4.3M0.12%
138QUANTA SERVICES INC74762E10216,834$4.3M0.12%
139AMERICAN TOWER CORP03027X10021,997$4.3M0.12%
140ISHARES RUSSELL 2000 ETF46428765520,923$4.2M0.12%
141TEXAS INSTRS INC COM88250810421,633$4.2M0.11%
142VANGUARD ENERGY92204A30632,865$4.2M0.11%
143ISHARES S&P SMALLCAP 600 VALUE ETF46428787943,085$4.2M0.11%
144MONDELEZ INTL INC CL A60920710563,285$4.1M0.11%
145ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828146,627$4.1M0.11%
146SPDR PORTFOLIO AGGREGATE BOND ETF78464A649163,152$4.1M0.11%
147BANK AMERICA CORP COM060505104102,683$4.1M0.11%
148ISHARES 1-3 YR TREASURY BOND ETF46428745749,901$4.1M0.11%
149SYNOPSYS INC COMSNPS6,779$4.0M0.11%
150ISHARES DJ US TECHNOLOGY46428772126,701$4.0M0.11%
151APPLIED MATLS INC COM03822210516,909$4.0M0.11%
152GILEAD SCIENCES INCGILD58,123$4.0M0.11%
153TORO CO COMTORO41,891$3.9M0.11%
154ANALOG DEVICES INCADI17,121$3.9M0.11%
155INVESCO NASDAQ INTERNET ETFIVZ94,013$3.9M0.10%
156FEDEX CORPFDX12,858$3.9M0.10%
157VANGUARD SHORT-TERM BOND ETF92193782750,075$3.8M0.10%
158MARKEL CORP HOLDING COMKL2,428$3.8M0.10%
159SPDR BIOTECH ETF78464A87041,030$3.8M0.10%
160ISHARES S&P U.S. PREFERRED STOCK ETF464288687120,513$3.8M0.10%
161VANGUARD TOTAL WORLD STOCK ETF92204274233,309$3.8M0.10%
162PAYONEER GLOBAL INC COMPAYO675,098$3.7M0.10%
163MCDONALDS CORP COMMCD14,492$3.7M0.10%
164SERVICE NOW INCNOW4,693$3.7M0.10%
165ADVANCED MICRO DEVICES INC COMAMD22,395$3.6M0.10%
166TECHNOLOGY SELECT SECTOR SPDR81369Y80316,042$3.6M0.10%
167HORMEL FOODS CORP COMHRL115,413$3.5M0.10%
168RTX CORPORATION COMRTX34,379$3.5M0.09%
169ISHARES NATIONAL MUNI BOND ETF46428841432,025$3.4M0.09%
170COMCAST CORP NEW CL ACCZ86,405$3.4M0.09%
171DANAHER CORP23585110213,524$3.4M0.09%
172GOLUB CAP BDC INC COM38173M102212,839$3.3M0.09%
173EMERSON ELEC CO COMEMR30,164$3.3M0.09%
174SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88993,299$3.3M0.09%
175ISHARES S&P 500 GROWTH ETF46428730934,882$3.2M0.09%
176ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9135,186$3.2M0.09%
177ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515128,813$3.2M0.09%
178ISHARES U.S. TREASURY BOND ETF46429B267141,295$3.2M0.09%
179ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0133,834$3.2M0.09%
180CHARLES SCHWAB CORPSCHW-PJ42,927$3.2M0.09%
181AIRBNB INC COM CL AABNB20,754$3.1M0.09%
182CONOCOPHILLIPS COMCOP27,170$3.1M0.08%
183ISHARES 1-3 YR CREDIT BOND ETF46428864660,305$3.1M0.08%
184ISHARES MSCI INTL VALUE FACTOR ETF46435G409112,370$3.1M0.08%
185JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33253,978$3.1M0.08%
186BLACKSTONE GROUP LPBX24,653$3.1M0.08%
187ISHARES GOLD TRUST ETFIAU69,269$3.0M0.08%
188PFIZER INC COMPFE108,180$3.0M0.08%
189VERTEX PHARMACEUTICALS INVRTX6,372$3.0M0.08%
190QUALCOMM INC COMQCOM14,769$2.9M0.08%
191VANGUARD MEGA CAP 300 ETF92191087314,770$2.9M0.08%
192ISHARES 10-20 YEAR TREASURY BOND ETF46428865328,141$2.9M0.08%
193ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205127,476$2.9M0.08%
194AMGEN INCAMGN9,210$2.9M0.08%
195ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1115,015$2.9M0.08%
196ISHARES TR S&P 100 INDEX FUND46428710110,724$2.8M0.08%
197DIAMONDBACK ENERGY INC COMFANG13,919$2.8M0.08%
198ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486135,011$2.7M0.07%
199ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E726128,832$2.7M0.07%
200SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R52327,411$2.7M0.07%
201CATERPILLAR INC COMCAT7,992$2.7M0.07%
202VAIL RESORTS INC COMMTN14,610$2.6M0.07%
203ARISTA NETWORKS INC COMANET7,450$2.6M0.07%
204ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E312104,992$2.6M0.07%
205GE AEROSPACE COM NEW36960430116,218$2.6M0.07%
206LINDE PLC SHSLIN5,849$2.6M0.07%
207AT&T INC COMT-PC134,075$2.6M0.07%
208AMERICAN EXPRESS CO COMAXP11,031$2.6M0.07%
209INTEL CORP COMINTC82,363$2.6M0.07%
210UNITED PARCEL SERVICE INCUPS18,601$2.5M0.07%
211POWERSHARES SP500 LOW VOLATILITY ETFIVZ39,163$2.5M0.07%
212INARI MED INC COM45332Y10952,416$2.5M0.07%
213GOLDMAN SACHS GROUP INCGSCE5,464$2.5M0.07%
214BOOZ ALLEN HAMILTON HLDG CORP CL ABAH15,998$2.5M0.07%
215VANECK SEMICONDUCTOR ETF92189F6769,341$2.4M0.07%
216ISHARES IBONDS DEC 2033 TERM CORPORATE ETF46436E13095,713$2.4M0.07%
217CADENCE DESIGN SYSTEM INC COMCDNS7,820$2.4M0.07%
218STARBUCKS CORPSBUX30,715$2.4M0.06%
219PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77526,227$2.4M0.06%
220VANGUARD RUSSELL 1000 ETF92206C7309,635$2.4M0.06%
221ASML HOLDING N V N Y REGISTRY SHSASMLF2,304$2.4M0.06%
222EATON CORP PLC SHSETN7,444$2.3M0.06%
223PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R58590,007$2.3M0.06%
224FREEPORT MCMORAN COPPERFCX47,311$2.3M0.06%
225ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG489,503$2.2M0.06%
226S&P GLOBAL INC COMSPGI4,983$2.2M0.06%
227VANGUARD SMALL-CAP GROWTH ETF9229085958,699$2.2M0.06%
228MICRON TECHNOLOGYMU16,375$2.2M0.06%
229ELEVANCE HEALTH INC COMELV3,920$2.1M0.06%
230ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39610,672$2.1M0.06%
231ISHARES MBS ETF46428858822,577$2.1M0.06%
232LOCKHEED MARTIN CORPLMT4,273$2.0M0.05%
233CUMMINS INC COMCMI7,153$2.0M0.05%
234T-MOBILE US INC COMTMUSZ11,205$2.0M0.05%
235ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653334,206$2.0M0.05%
236ISHARES TR RUSSELL 1000 INDEX ETF4642876226,566$2.0M0.05%
237SPDR PORTFOLIO EMERGING MARKETS ETF78463X50951,599$1.9M0.05%
238INVESCO LARGE CAP VALUE ETFIVZ35,150$1.9M0.05%
239AUTOMATIC DATA PROCESSING INC COMADP8,071$1.9M0.05%
240WELLS FARGO CO NEW COM94974610131,797$1.9M0.05%
241VANGUARD FTSE ALL-WORLD EX-US92204277532,116$1.9M0.05%
242IQVIA HLDGS INC COMIQV8,859$1.9M0.05%
243ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54939,849$1.9M0.05%
244ISHARES DJ SELECT DIVIDEND46428716815,339$1.9M0.05%
245PROGRESSIVE CORP COM7433151038,852$1.8M0.05%
246ALTRIA GROUP INC COMMO40,315$1.8M0.05%
247DRAFTKINGS INC NEW COM CL ADKNG47,332$1.8M0.05%
248CANADIAN PAC RAILWAYLTDCP22,822$1.8M0.05%
249VANGUARD HEALTH CARE ETF92204A5046,748$1.8M0.05%
250TWILIO INC CL ATWLO31,512$1.8M0.05%
251WASTE MANAGEMENT INC94106L1098,357$1.8M0.05%
252CITIGROUP INCC-PR28,001$1.8M0.05%
253LOWES COS INC COM5486611078,045$1.8M0.05%
254MOODYS CORPMCO4,213$1.8M0.05%
255AMERIPRISE FINL INC COM03076C1064,148$1.8M0.05%
256TARGET CORP COMTGT11,742$1.7M0.05%
257CORTEVA INC COMCTVA31,848$1.7M0.05%
258FIRST SOLAR INCFSLR7,578$1.7M0.05%
259ISHARES S&P SMALLCAP 600 GROWTH ETF46428788713,266$1.7M0.05%
260HARTFORD FINL SVCS GROUP INCHIG-PG16,657$1.7M0.05%
261KLA-TENCOR CORPKLAC2,015$1.7M0.05%
262EXPONENT INCEXPO17,466$1.7M0.05%
263SNOWFLAKE INC CL ASNOW12,292$1.7M0.05%
264OGE ENERGY CORP COMOGE45,575$1.6M0.04%
265WPP 2012 PLC DR EACH REPR 5 SHSWPPGF35,481$1.6M0.04%
266ASTRAZENECA PLC- SPONS ADRAZN20,753$1.6M0.04%
267DUPONT DE NEMOURS INC COMDD20,059$1.6M0.04%
268FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10891,447$1.6M0.04%
269SCHLUMBERGER LTD COM STKSLB33,568$1.6M0.04%
270PUT (SPY) SPDR S&P500 ETF AUG 16 24 Usd481 (100 SHS)6986439QQ2,900$1.6M0.04%
271PHILLIPS 66PSX11,112$1.6M0.04%
272MEDTRONIC PLC SHSMDT19,619$1.5M0.04%
273LULULEMON ATHLETICA INCLULU5,155$1.5M0.04%
2743M CO COMMMM15,020$1.5M0.04%
275SHOPIFY INC CL ASHOP23,128$1.5M0.04%
276UNION PAC CORP COMUNP6,740$1.5M0.04%
277VANGUARD FINANCIALS ETF92204A40515,259$1.5M0.04%
278LAM RESEARCH CORPLRCX1,425$1.5M0.04%
279PARKER-HANNIFIN CORP COMPH2,959$1.5M0.04%
280SCHWAB U.S. LARGE-CAP VALUE ETF80852440920,005$1.5M0.04%
281FINANCIAL SELECT SECTOR SPDR81369Y60535,550$1.5M0.04%
282ISHARES RUSSELL 2000 VALUE4642876309,528$1.5M0.04%
283MCKESSON CORPMCK2,476$1.4M0.04%
284GENERAL DYNAMICS CORP COMGD4,968$1.4M0.04%
285PIMCO CORPORATE & INCOME OPPOR COMPTY100,445$1.4M0.04%
286CHUBB LIMITED COMCB5,630$1.4M0.04%
287DIMENSIONAL U.S. EQUITY ETF25434V40124,229$1.4M0.04%
288ROYAL DUTCH SHELL PLC-ADRRYDAF19,653$1.4M0.04%
289MARSH & MCLENNAN COS INC COM5717481026,718$1.4M0.04%
290PHILIP MORRIS INTL INC71817210913,730$1.4M0.04%
291ISHARES TR RUSSELL MIDCAP INDEX FD46428749917,151$1.4M0.04%
292NOVARTIS AG ADRNVSEF12,946$1.4M0.04%
293MARATHON PETE CORPMARA7,925$1.4M0.04%
294GENERAL MLS INC COM37033410421,716$1.4M0.04%
295FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84624,023$1.4M0.04%
296BRISTOL-MYERS SQUIBB CO COMCELG-RI32,283$1.3M0.04%
297TRAVELERS COMPANIES INC COMTRV6,543$1.3M0.04%
298ENTERPRISE PRODS PARTNERS L P29379210745,635$1.3M0.04%
299EXPEDITORS INTL WASH INC30213010910,585$1.3M0.04%
300REGENERON PHARMACEUTICALS INCREGN1,251$1.3M0.04%
301DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73249,171$1.3M0.04%
302INDUSTRIAL SELECT SECTOR SPDR81369Y70410,770$1.3M0.04%
303CHIPOTLE MEXICAN GRILL INCCMG20,885$1.3M0.04%
304ARCUS BIOSCIENCES INC COMRCUS85,822$1.3M0.04%
305ISHARES TR HIGH DIVID EQUITY FD46429B66312,013$1.3M0.04%
306VANGUARD CONSUMER DISCRETIONARY92204A1084,179$1.3M0.04%
307ISHARES CORE S&P U.S. GROWTH ETF46428767110,220$1.3M0.04%
308ISHARES U.S. MEDICAL DEVICES ETF46428881023,176$1.3M0.04%
309CHURCH & DWIGHT INCCHD12,443$1.3M0.03%
310BLACKROCK FLEXIBLE INCOME ETFBLK24,596$1.3M0.03%
311AIR PRODS & CHEMS INC COMAIIR4,958$1.3M0.03%
312PROLOGIS SHARE BENEFICIAL INTPLDGP11,388$1.3M0.03%
313AMPHENOL CORP CL A03209510118,919$1.3M0.03%
314ISHARES TR DOW JONESUS AEROSPACE & DEF4642887609,586$1.3M0.03%
315IDEXX LABS INC45168D1042,595$1.3M0.03%
316SPDR S&P INTERNATIONAL DIVIDEND ETF78463X77236,422$1.3M0.03%
317ISHARES IBONDS DEC 2034 TERM CORPORATE ETF46428724211,676$1.3M0.03%
318DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70838,533$1.2M0.03%
319NORTHROP GRUMMAN CORP COMNOC2,846$1.2M0.03%
320HEALTH CARE SELECT SECTOR SPDR81369Y2098,508$1.2M0.03%
321SPDR SER TR S&P DIVID ETF78464A7639,706$1.2M0.03%
322SEI INVESTMENTS CO78411710319,033$1.2M0.03%
323CHENIERE ENERGY INCLNG6,989$1.2M0.03%
324CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4076,674$1.2M0.03%
325VANGUARD INDUSTRIALS ETF92204A6035,152$1.2M0.03%
326UNILEVER PLC SPON ADR NEWUNLYF21,813$1.2M0.03%
327TEXAS ROADHOUSE INCTXRH6,951$1.2M0.03%
328SPDR S&P 400 MID CAP GROWTH ETF78464A82114,194$1.2M0.03%
329SYNCHRONY FINANCIAL COMSYF-PB25,210$1.2M0.03%
330ISHARES MSCI USA SIZE FACTOR ETF46432F3708,596$1.2M0.03%
331SCHWAB ETFS- US SMALL-CAP ETF80852460724,684$1.2M0.03%
332JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20321,036$1.2M0.03%
333INVESCO LARGE CAP GROWTH ETFIVZ12,330$1.2M0.03%
334ALLSTATE CORPALL-PJ7,280$1.2M0.03%
335MICROSTRATEGY INC CL A NEWSTRK843$1.2M0.03%
336BP PLC SPONSORED ADRBPPFF32,104$1.2M0.03%
337WISDOMTREE LARGE CAP DIVIDENDWT15,748$1.1M0.03%
338DYNATRACE INC COM NEWDT25,580$1.1M0.03%
339GRAINGER W W INC COM3848021041,267$1.1M0.03%
340FIDELITY NATL INFO SVCS31620M10615,122$1.1M0.03%
341KROGER CO COMKR22,776$1.1M0.03%
342JPMORGAN ULTRA-SHORT INCOME ETF46641Q83722,529$1.1M0.03%
343ROBLOX CORP CL ARBLX30,282$1.1M0.03%
344CENCORA INC COMCOR4,961$1.1M0.03%
345CARRIER GLOBAL CORPORATION COMCARR17,656$1.1M0.03%
346PAYCHEX INCPAYX9,374$1.1M0.03%
347CIGNA CORP1255231003,344$1.1M0.03%
348ISHARES U S ETF TR SHORT MATURITY BD ETF46431W50721,698$1.1M0.03%
349STRIVE EMERGING MARKETS EX-CHINA ETF02072L69836,511$1.1M0.03%
350BECTON DICKINSON & CO COMBDX4,569$1.1M0.03%
351BOEING CO COMBA-PA5,848$1.1M0.03%
352ISHARES MSCI USA EQUAL WEIGHTED ETF46428668112,039$1.1M0.03%
353SAP AKTIENGESELLSCHAFT ADRSAPGF5,227$1.1M0.03%
354INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ23,566$1.0M0.03%
355DEERE & CO COMDE2,794$1.0M0.03%
356UIPATH INC CL APATH81,436$1.0M0.03%
357CVS HEALTH CORP COMCVS17,416$1.0M0.03%
358ARES CAPITAL CORP COMARCC49,253$1.0M0.03%
359ARK INNOVATION ETF00214Q10423,261$1.0M0.03%
360UTILITIES SELECT SECTOR SPDR FUND81369Y88614,941$1.0M0.03%
361VANGUARD TELECOMMUNICATIONS SERVICES ETF92204A8847,286$1.0M0.03%
362UNITED MICROELECTRONICS CORPOR SPONSORED AUMC113,331$992,7800.03%
363CINTAS CORPCTAS1,415$991,2140.03%
364DIMENSIONAL US MARKETWIDE VALUE ETF25434V72425,160$988,0230.03%
365TFI INTL INC COM87241L1096,793$986,1200.03%
366PUT (SPY) SPDR S&P500 ETF JUL 19 24 Usd469 (100 SHS)6993119LL1,800$979,5960.03%
367CAPITAL ONE FINANCIAL CORP14040H1057,054$976,6690.03%
368ISHARES RUSSELL MIDCAP GROWTH ETF4642874818,838$975,2990.03%
369ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66324,996$962,3460.03%
370ISHARES CORE DIVIDEND GROWTH ETF46434V62116,608$956,7980.03%
371MOTOROLA SOLUTIONS INC COM NEWMSI2,463$950,9230.03%
372GALLAGHER ARTHUR J &CO3635761093,660$949,0830.03%
373DR REDDYS LABS LTD ADR25613520312,422$946,4360.03%
374SCHWAB US MID-CAP ETF80852450812,152$945,8250.03%
375DOW INC COMDOW17,786$943,5240.03%
376OCCIDENTAL PETE CORP COM67459910514,893$938,6850.03%
377ISHARES ESG AWARE MSCI EAFE ETF46435G51611,760$926,4710.03%
378VANGUARD CONSUMER STAPLES ETF92204A2074,559$925,6770.03%
379FIRST TRUST NATURAL GAS ETF33733E80734,858$916,0680.02%
380DECKERS OUTDOORDECK943$912,7770.02%
381ISHARES ESG AWARE MSCI EM ETF46434G86327,152$910,4200.02%
382ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD4642881588,705$910,1080.02%
383PIMCO MUN INCOME FD II COM72200W106106,575$909,0850.02%
384OTIS WORLDWIDE CORP COMOTIS9,441$908,8300.02%
385BOSTON SCIENTIFIC CORPBSX11,790$907,9850.02%
386AMDOCS LTDDOX11,466$904,9350.02%
387KBR INCKBR13,931$893,5560.02%
388UNISYS CORP COM NEWUIS208,786$862,2860.02%
389ROSS STORES INCROST5,929$861,6680.02%
390VANGUARD ESG INTERNATIONAL STOCK ETF92191072514,969$857,2750.02%
391GOLDMAN SACHS BDC INC SHSGSBD57,002$856,7400.02%
392ENBRIDGE INC COMENNPF23,898$850,5300.02%
393UNITED RENTALS INCURI1,313$849,1580.02%
394ACUITY BRANDS INCAYI3,507$846,7310.02%
395GMO U.S. QUALITY ETF90139K10027,059$839,3580.02%
396ONEOK INC NEW COMOKE10,281$838,4350.02%
397CORNING INC COMGLW21,470$834,1180.02%
398NORFOLK SOUTHERN CRP6558441083,882$833,3660.02%
399KKR & CO LPKKRT7,912$832,6860.02%
400INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ21,765$830,1170.02%
401INTERCONTINENTAL EXCHANGE INC COM45866F1046,016$823,5690.02%
402PURE STORAGE INC CL A74624M10212,765$819,6360.02%
403HERSHEY CO COMHSY4,443$816,7360.02%
404TOYOTA MOTOR CORP ADSTOYOF3,964$812,5010.02%
405TRANE TECHNOLOGIES PLC SHSTT2,468$811,8230.02%
406CHUNGHWA TELECOM LTD ADRCHT21,021$811,6210.02%
407SEMPRA ENERGYSREA10,638$809,1480.02%
408STARWOOD PROPERTY TRUSTSTHO42,690$808,5540.02%
409DISCOVER FINANCIAL SERVICES LLC2547091086,172$807,4190.02%
410FISERV INCFISV5,416$807,2010.02%
411US BANCORP DEL COM NEWUSB-PS19,860$788,4520.02%
412FORD MOTOR COMPANY34537086062,565$784,5590.02%
413EQT CORP COMEQT21,213$784,4570.02%
414KIMBERLY-CLARK CORP COMKMB5,657$781,7860.02%
415CHICAGO MERCANTILE HLDGS INCCME3,966$779,7340.02%
416UNITY SOFTWARE INC COMU47,939$779,4880.02%
417GARMIN LTDGRMN4,777$778,1880.02%
418PACCAR INC COMPCAR7,537$775,8120.02%
419AGILENT TECH INCA5,983$775,6140.02%
420AVANTIS U.S. SMALL CAP VALUE ETF0250728778,554$767,4650.02%
421T ROWE PRICE GROUP INCTROW6,647$766,4110.02%
422SOUTHERN CO COMSOMN9,853$764,3330.02%
423DIAGEO PLCDGEAF6,014$758,2920.02%
424INGREDION INC COMINGR6,539$750,0410.02%
425HEWLETT PACKARD ENTERPRISE CO COMHPE-PC35,264$746,5310.02%
426EOG RESOURCES INCEOG5,888$741,1330.02%
427BHP GROUP LTD SPONSORED ADSBHPLF12,830$732,4410.02%
428SIMON PROPERTY GROUP INC8288061094,810$730,1200.02%
429HAVERTY FURNITURE COS INC COM41959610128,653$724,6340.02%
430AFLAC INC COMAFL8,092$722,6860.02%
431INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SHINFY38,769$721,8860.02%
432BANK NEW YORK MELLON CORP COM06405810012,012$719,3830.02%
433FASTENAL COFAST11,434$718,5250.02%
434CONSOLIDATED EDISON INC COMED8,032$718,1820.02%
435SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN US86562M209886562M20953,551$718,1140.02%
436WIPRO LTD-ADR SPONSORED ADR REPSTG 1 SHWIT117,522$716,8840.02%
437SCHWAB US LARGE CAP GROWTH ETF8085243007,109$716,8300.02%
438CONSUMER STAPLES SELECT SECTOR SPDR81369Y3089,318$713,5530.02%
439DOUBLELINE INCOME SOLUTIONS FD COMDSL56,660$709,3880.02%
440REPUBLIC SERVICES INC7607591003,648$709,0020.02%
441SPDR PORTFOLIO LONG TERM TREASURY ETF78464A66426,011$708,0190.02%
442DUKE ENERGY CORP NEW COM NEWDUKB7,006$702,2220.02%
443ISHARES S&P NORTH AMER TECH-SOFTWARE4642875157,986$694,0020.02%
444ELASTIC N V ORD SHSESTC6,086$693,2560.02%
445ISHARES MSCI EAFE GROWTH ETF4642888856,770$692,5380.02%
446YUM! BRANDS INCYUM5,196$688,3070.02%
447COPART INCCPRT12,707$688,2110.02%
448LOEWS CORP COML9,182$686,2880.02%
449FLOWERS FOODS INCFLO30,703$681,5960.02%
450FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND3373451023,447$680,6730.02%
451DELL TECHNOLOGIES INC CL CDELL4,931$680,0280.02%
452LPL FINL HLDGS INC COM50212V1002,434$679,8310.02%
453FIDELITY ENHANCED LARGE CAP CORE ETF31609211322,012$673,5610.02%
454GENTEX CORPGNTX19,967$673,0890.02%
455NUSCALE PWR CORP CL A COMNU57,526$672,4790.02%
456FAIR ISAAC CORPFICO451$671,3860.02%
457GE VERNOVA INC COMGEV3,904$669,5750.02%
458DIGITAL REALTY TRUST INC2538681034,394$668,0470.02%
459TE CONNECTIVITY LTDTEL4,439$667,6880.02%
460GENERAL MOTORS CORP37045V10014,369$667,6030.02%
461O REILLY AUTOMOTIVE INC67103H107631$666,8700.02%
462HUMANA INC COMHUM1,772$661,9710.02%
463WATSCO INCWSO-B1,416$656,0840.02%
464ESTEE LAUDER COMPANIES INC5184391046,146$653,9010.02%
465M & T BK CORP COM55261F1044,293$649,7560.02%
466HCA INCHCA2,018$648,3290.02%
467OMNICOM GROUP INC COMOMC7,184$644,4330.02%
468MARTIN MARIETTA MATLS INC5732841061,175$636,5650.02%
469HP INC COMHPQ18,126$634,7740.02%
470MARVELL TECHNOLOGY GROUP LTDMRVL9,065$633,6250.02%
471AMERICAN WATER WORKS CO0304201034,888$631,3790.02%
472PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4676,568$631,3500.02%
473L3HARRIS TECHNOLOGIES INC COMLHX2,795$627,5910.02%
474AMERICAN ELEC PWR CO INC COM0255371017,089$621,9620.02%
475CASEYS GEN STORES INC1475281031,622$618,8980.02%
476PRUDENTIAL FINL INCPUKPF5,279$618,6470.02%
477AON CORPAON2,104$617,7930.02%
478ROYAL BANK OF CANADA7800871025,785$615,4150.02%
479HILTON WORLDWIDE HLDGS INC COMHLT2,791$609,0920.02%
480RELIANCE STEEL & ALUMINUMRS2,131$608,7520.02%
481OLD REP INTL CORP COM68022310419,606$605,8330.02%
482DEVON ENERGY CORP25179M10312,729$603,3600.02%
483ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY8,311$598,3740.02%
484PG&E CORP COMPCG-PX34,211$597,3240.02%
485FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928083,467$594,5860.02%
486KRYSTAL BIOTECH INC COMKRYS3,237$594,4430.02%
487VALERO ENERGY CORPVLO3,786$593,5670.02%
488SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R78814,696$591,2380.02%
489FIDELITY COMWLTH TR3159128088,454$591,1790.02%
490HDFC BK LTD ADR REPSTG 3 SHSHDB9,175$590,2280.02%
491MARRIOTT INTL INC5719032022,424$586,0000.02%
492THE TRADE DESK INC COM CL A88339J1055,986$584,6530.02%
493ELECTRONICS ARTSEA4,193$584,2490.02%
494MICROCHIP TECHNOLOGY INCMCHPP6,351$581,1190.02%
495CASTLE BIOSCIENCES INC COMCSTL26,468$576,2080.02%
496AUTOZONE INC NEVAZO194$575,5990.02%
497FLEXSHARES STOXX US ESG SELECT INDEX FUNDFLEX4,477$574,3540.02%
498CLOROX CO DEL COMCLX4,184$570,9390.02%
499COGNIZANT TECH SOLUTIONS CORPCTSH8,353$567,9720.02%
500PUBLIC STORAGE INCPSA-PS1,961$564,1450.02%