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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 Q3 2024 · Filed November 13, 2024 · Accession 0001690010-24-000009

Total Value
$4.25B
Positions
3,418
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 INDEX464287200656,204$378.5M9.45%
2ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,611,584$328.1M8.19%
3APPLE INCAAPL843,586$196.6M4.91%
4CORCEPT THERAPEUTICS INC COMCORT3,813,724$176.5M4.41%
5NVIDIA CORPNVDA1,033,900$125.6M3.14%
6MICROSOFTMSFT185,341$79.8M1.99%
7ISHARES CORE MSCI EAFE ETF46432F842939,926$73.4M1.83%
8AMAZON.COM INCAMZN375,452$70.0M1.75%
9ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK1,268,261$62.7M1.57%
10VANGUARD LARGE CAP922908637227,080$59.8M1.49%
11CVB FINL CORP COM1266001052,947,643$52.5M1.31%
12ALPHABET INC CAP STK CL CGOOG293,369$49.0M1.23%
13GOOGLE INCGOOG284,786$47.2M1.18%
14VANGUARD TOTAL STK MKT922908769151,682$43.0M1.07%
15COSTCO WHOLESALE CORP22160K10547,016$41.7M1.04%
16ISHARES S&P 500 GROWTH ETF464287309415,503$39.8M0.99%
17VANGUARD SMALL CAP ETF922908751167,234$39.7M0.99%
18ISHARES MSCI USA QUALITY FACTOR ETF46432F339208,261$37.3M0.93%
19META PLATFORMS INC CL AMETA63,122$36.1M0.90%
20BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A77,036$35.5M0.89%
21ISHARES AGGREGATE BOND ETF464287226289,661$29.3M0.73%
22JPMORGAN CHASE & CO. COMVYLD128,346$27.1M0.68%
23JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U852550,551$25.7M0.64%
24VANGUARD FTSE DEVELOPED MARKETS ETF921943858460,844$24.3M0.61%
25PALANTIR TECHNOLOGIES INC CL APLTR615,403$22.9M0.57%
26POWERSHARES QQQ TRIVZ45,531$22.2M0.56%
27VANGUARD VALUE ETF922908744126,486$22.1M0.55%
28ABBVIE INC COMABBV108,805$21.5M0.54%
29UNITEDHEALTH GROUPUNH36,638$21.4M0.54%
30ISHARES GLOBAL TECH ETF464287291257,422$21.2M0.53%
31ELI LILLY & CO COMLLY23,649$21.0M0.52%
32ACCENTURE LTD BERMUDA CL AACN59,213$20.9M0.52%
33VISA INCV75,627$20.8M0.52%
34ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G219445,057$20.7M0.52%
35THERMO FISHER SCIENTIFIC INC COMTMO33,336$20.6M0.52%
36UBER TECHNOLOGIES INC COMUBER271,796$20.4M0.51%
37MASTERCARD INCMA41,341$20.4M0.51%
38SPDR S&P 500 ETF TRUSTSPY35,400$20.3M0.51%
39ISHARES CORE MSCI EMERGING MARKETS ETF46434G103348,615$20.0M0.50%
40VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870227,728$19.1M0.48%
41VANGUARD S&P 500 ETF92290836336,110$19.1M0.48%
42SCHWAB US DIVIDEND EQUITY ETF808524797220,969$18.7M0.47%
43ADOBE SYS INCADBE35,564$18.4M0.46%
44SALESFORCE COMCRM66,697$18.3M0.46%
45SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805257,002$18.0M0.45%
46INTUITIVE SURGICAL, INC.ISRG36,369$17.9M0.45%
47NETFLIX COM INCNFLX25,048$17.8M0.44%
48ISHARES MSCI EAFE ETF464287465211,839$17.7M0.44%
49ISHARES INTERNATIONAL SELECT DIVIDEND ETF464288448561,415$17.0M0.42%
50CHEVRON CORP NEW COMCVX109,942$16.2M0.40%
51TJX COS INC NEW COM872540109130,993$15.4M0.38%
52TESLA MOTORS INCTSLA57,851$15.1M0.38%
53VANGUARD MID CAP92290862955,731$14.7M0.37%
54INTUIT INCINTU23,374$14.5M0.36%
55ABBOTT LABS COMABLZF121,325$13.8M0.35%
56BOOKING HOLDINGS INC COMBKNG3,099$13.1M0.33%
57VANGUARD FTSE EMERGING MARKETS ETF922042858271,120$13.0M0.32%
58GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ70,883$12.7M0.32%
59ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513157,382$12.6M0.32%
60JOHNSON & JOHNSON COMJNJ77,936$12.6M0.32%
61VANGUARD SHORT TERM CORP BOND FD ETF92206C409158,621$12.6M0.31%
62VERIZON COMMUNICATIONSVZ279,877$12.6M0.31%
63AVAGO TECHNOLOGIES LTDAVGO70,838$12.2M0.31%
64VANGUARD DIVIDEND APPRECIATION ETF92190884461,425$12.2M0.30%
65HOME DEPOTHD29,244$11.8M0.30%
66DONALDSON INC COMDCI159,311$11.7M0.29%
67NEXTERA ENERGY INC COMNEE-PW136,019$11.5M0.29%
68ORACLE CORPORATIONORCL-PD67,226$11.5M0.29%
69SHERWIN WILLIAMS CO COMSHW29,418$11.2M0.28%
70BLACKROCK INCBLK11,748$11.2M0.28%
71WALMART INC COMWMT137,480$11.1M0.28%
72REALTY INCOME CORPO174,496$11.1M0.28%
73PROCTER AND GAMBLE CO COM74271810963,855$11.1M0.28%
74ECOLAB INC COMECL43,097$11.0M0.27%
75ISHARES S&P 500 VALUE ETF46428740855,197$10.9M0.27%
76COUPANG INC CL ACPNG435,078$10.7M0.27%
77HONEYWELL INTL INC43851610647,903$9.9M0.25%
78ISHARES CORE S&P MID CAP ETF464287507152,248$9.5M0.24%
79COLGATE PALMOLIVE CO COMCL90,448$9.4M0.23%
80MCCORMICK & CO INC COM NON VTGMKC-V113,974$9.4M0.23%
81SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R52393,667$9.3M0.23%
82ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF46434V878183,364$9.3M0.23%
83SPDR GOLD ETFGLD37,516$9.1M0.23%
84VANGUARD SMALL CAP VALUE ETF92290861145,026$9.0M0.23%
85ROPER INDUSTRIES INCROP16,065$8.9M0.22%
86ISHARES MSCI USA MIN VOL FACTOR ETF46429B69796,117$8.8M0.22%
87PALO ALTO NETWORKS INC COMPANW25,555$8.7M0.22%
88ILLINOIS TOOL WKS INC COM45230810932,533$8.5M0.21%
89VANGUARD REIT INDEX ETF92290855387,098$8.5M0.21%
90EXXON MOBIL CORP COMXOM72,352$8.5M0.21%
91ENERGY SELECT SECTOR SPDR81369Y50696,395$8.5M0.21%
92ISHARES S&P SMALLCAP 600 ETF46428780472,165$8.4M0.21%
93ISHARES RUSSELL 1000 GROWTH ETF46428761421,758$8.2M0.20%
94ISHARES U.S. TREASURY BOND ETF46429B267347,212$8.1M0.20%
95DISNEY WALT CO COM25468710683,819$8.1M0.20%
96SPDR S&P 500 ETF TR PUT OPT 10/24 470.0 PUTSPY13,600$7.8M0.19%
97NIKE INC CLASS BNKE87,160$7.7M0.19%
98VANGUARD INFORMATION TECHNOLOGY92204A70212,894$7.6M0.19%
99SPDR S&P 500 ETF TR PUT OPT 11/24 470.0 PUTSPY13,100$7.5M0.19%
100SCHWAB INTERNATIONAL EQUITY ETF808524805180,402$7.4M0.19%
101VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681083,657$7.4M0.18%
102ZOETIS INC COM CL AZTS37,783$7.4M0.18%
103VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768113,058$7.3M0.18%
104ISHARES RUSSELL 1000 VALUE ETF46428759837,896$7.2M0.18%
105VANGUARD GROWTH ETF92290873618,322$7.0M0.18%
106FIDELITY TOTAL BOND ETF316188309149,829$7.0M0.17%
107PEPSICO INC COMPEP41,139$7.0M0.17%
108ISHARES TR MSCI ACWIINDEX FD46428825758,477$7.0M0.17%
109ISHARES TR LEHMAN SHORT TREA BDFD46428867962,599$6.9M0.17%
110ISHARES EDGE MSCI USA VALUE FACTOR ETF46432F38862,700$6.8M0.17%
111MERCK & CO INCMRK59,678$6.8M0.17%
112ISHARES ESG AWARE MSCI USA ETF46435G42552,659$6.6M0.17%
113INTL BUSINESS MACHINESINTR29,533$6.5M0.16%
114XYLEM INCXYL48,267$6.5M0.16%
115PAYPAL HLDGS INC COMPYPL82,222$6.4M0.16%
116ISHARES TIPS BOND ETF46428717657,483$6.4M0.16%
117CROWDSTRIKE HLDGS INC CL ACRWD22,603$6.3M0.16%
118COCA COLA CO COMKO87,778$6.3M0.16%
119ISHARES MSCI INTL QUALITY FACTOR ETF46434V456151,659$6.3M0.16%
120TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910035,957$6.2M0.16%
121VANGUARD HIGH DIVIDEND YIELD92194640648,068$6.2M0.15%
122NOVO-NORDISK A/S ADR ADR CMNNONOF51,387$6.1M0.15%
123ISHARES MSCI EMERGING MARKETS ETF464287234127,410$5.8M0.15%
124AMERICAN TOWER CORP03027X10023,962$5.6M0.14%
125STRYKER CORPSYK15,412$5.6M0.14%
126BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$5.5M0.14%
127VANGUARD TOTAL BOND MARKET ETF92193783573,273$5.5M0.14%
128MONDELEZ INTL INC CL A60920710574,428$5.5M0.14%
129MORGAN STANLEYMS-PQ52,314$5.5M0.14%
130QUANTA SERVICES INC74762E10218,090$5.4M0.13%
131CISCO SYS INCCSCO100,127$5.3M0.13%
132SCHWAB U.S. LARGE-CAP ETF80852420177,872$5.3M0.13%
133ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76486,409$5.3M0.13%
134ISHARES U.S. EQUITY FACTOR ETF46434V28289,650$5.3M0.13%
135VANGUARD ESG U.S. STOCK ETF92191073350,507$5.1M0.13%
136ISHARES TR S&P CALIF MUN BD FD46428835688,155$5.1M0.13%
137SS&C TECHNOLOGIES HLDGS INC COMSSNC68,196$5.1M0.13%
138MONSTER BEVERAGE CORPMNST94,848$4.9M0.12%
139SCHWAB EMERGING MARKET EQ ETF808524706167,652$4.9M0.12%
140ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515190,483$4.9M0.12%
141ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9196,552$4.8M0.12%
142ISHARES S&P SMALLCAP 600 VALUE ETF46428787944,365$4.8M0.12%
143ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0196,441$4.8M0.12%
144SCHWAB ETFS- US BROAD MARKET ETF80852410269,797$4.6M0.12%
145INVESCO S&P 500 QUALITY ETFIVZ68,066$4.6M0.11%
146EDWARDS LIFESCIENCES CORP COMEW69,274$4.6M0.11%
147SERVICE NOW INCNOW5,082$4.5M0.11%
148ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205192,654$4.5M0.11%
149ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486213,033$4.5M0.11%
150TEXAS INSTRS INC COM88250810421,649$4.5M0.11%
151ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E726201,466$4.5M0.11%
152BLACKSTONE GROUP LPBX29,104$4.5M0.11%
153ISHARES RUSSELL 2000 ETF46428765520,175$4.5M0.11%
154ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E312172,352$4.4M0.11%
155TAKE-TWO INTERACTIVESOFTWRETTWO28,692$4.4M0.11%
156CONSTELLATION BRANDS INC CL ASTZ17,037$4.4M0.11%
157ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1171,565$4.3M0.11%
158BANK AMERICA CORP COM060505104108,416$4.3M0.11%
159RTX CORPORATION COMRTX35,438$4.3M0.11%
160SPDR PORTFOLIO AGGREGATE BOND ETF78464A649162,482$4.2M0.11%
161LOCKHEED MARTIN CORPLMT7,040$4.1M0.10%
162ISHARES IBONDS DEC 2033 TERM CORPORATE ETF46436E130155,467$4.1M0.10%
163SPDR BIOTECH ETF78464A87041,006$4.1M0.10%
164MCDONALDS CORP COMMCD13,298$4.0M0.10%
165INVESCO NASDAQ INTERNET ETFIVZ92,858$4.0M0.10%
166MARKEL CORP HOLDING COMKL2,564$4.0M0.10%
167VANGUARD TOTAL WORLD STOCK ETF92204274233,486$4.0M0.10%
168ADVANCED MICRO DEVICES INC COMAMD24,422$4.0M0.10%
169VANGUARD ENERGY92204A30632,502$4.0M0.10%
170ISHARES DJ US TECHNOLOGY46428772125,901$3.9M0.10%
171ISHARES 1-3 YR TREASURY BOND ETF46428745746,711$3.9M0.10%
172ANALOG DEVICES INCADI16,785$3.9M0.10%
173ISHARES NATIONAL MUNI BOND ETF46428841435,495$3.9M0.10%
174ARISTA NETWORKS INC COMANET10,039$3.9M0.10%
175ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828141,135$3.8M0.10%
176ISHARES S&P U.S. PREFERRED STOCK ETF464288687115,781$3.8M0.10%
177VANGUARD SHORT-TERM BOND ETF92193782748,246$3.8M0.09%
178AIRBNB INC COM CL AABNB29,867$3.8M0.09%
179ISHARES MSCI INTL VALUE FACTOR ETF46435G409127,199$3.8M0.09%
180SYNOPSYS INC COMSNPS7,366$3.7M0.09%
181DANAHER CORP23585110213,383$3.7M0.09%
182ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG4145,949$3.7M0.09%
183CATERPILLAR INC COMCAT9,305$3.6M0.09%
184PFIZER INC COMPFE124,423$3.6M0.09%
185FEDEX CORPFDX13,047$3.6M0.09%
186TECHNOLOGY SELECT SECTOR SPDR81369Y80315,762$3.6M0.09%
187APPLIED MATLS INC COM03822210517,328$3.5M0.09%
188ISHARES GOLD TRUST ETFIAU69,781$3.5M0.09%
189SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88990,732$3.4M0.09%
190GOLUB CAP BDC INC COM38173M102223,832$3.4M0.08%
191VERTEX PHARMACEUTICALS INVRTX7,192$3.3M0.08%
192BOOZ ALLEN HAMILTON HLDG CORP CL ABAH20,282$3.3M0.08%
193GILEAD SCIENCES INCGILD39,298$3.3M0.08%
194AMGEN INCAMGN10,075$3.2M0.08%
195AMERICAN EXPRESS CO COMAXP11,927$3.2M0.08%
196COMCAST CORP NEW CL ACCZ77,252$3.2M0.08%
197TORO CO COMTORO37,100$3.2M0.08%
198CONOCOPHILLIPS COMCOP30,552$3.2M0.08%
199HORMEL FOODS CORP COMHRL101,285$3.2M0.08%
200JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33253,631$3.2M0.08%
201STARBUCKS CORPSBUX32,562$3.2M0.08%
202GE AEROSPACE COM NEW36960430116,704$3.2M0.08%
203EMERSON ELEC CO COMEMR28,788$3.1M0.08%
204AT&T INC COMT-PC142,965$3.1M0.08%
205ISHARES 1-3 YR CREDIT BOND ETF46428864658,968$3.1M0.08%
206SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A474102,248$3.1M0.08%
207VANGUARD MEGA CAP 300 ETF92191087314,728$3.0M0.08%
208LINDE PLC SHSLIN6,349$3.0M0.08%
209GOLDMAN SACHS GROUP INCGSCE6,096$3.0M0.08%
210ISHARES TR S&P 100 INDEX FUND46428710110,724$3.0M0.07%
211S&P GLOBAL INC COMSPGI5,665$2.9M0.07%
212DIAMONDBACK ENERGY INC COMFANG16,245$2.8M0.07%
213ISHARES 10-20 YEAR TREASURY BOND ETF46428865325,290$2.8M0.07%
214POWERSHARES SP500 LOW VOLATILITY ETFIVZ37,642$2.7M0.07%
215QUALCOMM INC COMQCOM15,680$2.7M0.07%
216CHARLES SCHWAB CORPSCHW-PJ39,798$2.6M0.06%
217PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R58595,669$2.5M0.06%
218PROGRESSIVE CORP COM74331510310,040$2.5M0.06%
219READY CAPITAL CORP COMRC-PE333,106$2.5M0.06%
220EATON CORP PLC SHSETN7,587$2.5M0.06%
221VANGUARD RUSSELL 1000 ETF92206C7309,635$2.5M0.06%
222T-MOBILE US INC COMTMUSZ12,140$2.5M0.06%
223VANECK SEMICONDUCTOR ETF92189F67610,119$2.5M0.06%
224FREEPORT MCMORAN COPPERFCX47,935$2.4M0.06%
225AUTOMATIC DATA PROCESSING INC COMADP8,579$2.4M0.06%
226PAYONEER GLOBAL INC COMPAYO312,520$2.4M0.06%
227CUMMINS INC COMCMI7,222$2.3M0.06%
228LOWES COS INC COM5486611078,422$2.3M0.06%
229FINANCIAL SELECT SECTOR SPDR81369Y60549,091$2.2M0.06%
230IQVIA HLDGS INC COMIQV9,232$2.2M0.05%
231SPDR PORTFOLIO EMERGING MARKETS ETF78463X50952,559$2.2M0.05%
232INARI MED INC COM45332Y10952,418$2.2M0.05%
233UNITED PARCEL SERVICE INCUPS15,677$2.1M0.05%
234VAIL RESORTS INC COMMTN12,236$2.1M0.05%
235LULULEMON ATHLETICA INCLULU7,779$2.1M0.05%
236ISHARES TR RUSSELL 1000 INDEX ETF4642876226,680$2.1M0.05%
237ISHARES DJ SELECT DIVIDEND46428716815,517$2.1M0.05%
238ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39610,274$2.1M0.05%
239TWILIO INC CL ATWLO31,931$2.1M0.05%
240SHOPIFY INC CL ASHOP25,958$2.1M0.05%
241CADENCE DESIGN SYSTEM INC COMCDNS7,666$2.1M0.05%
242ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653332,937$2.1M0.05%
243PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77521,796$2.1M0.05%
244ASML HOLDING N V N Y REGISTRY SHSASMLF2,471$2.1M0.05%
245ALTRIA GROUP INC COMMO40,327$2.1M0.05%
246INVESCO LARGE CAP VALUE ETFIVZ35,150$2.0M0.05%
247MOODYS CORPMCO4,295$2.0M0.05%
248ISHARES MBS ETF46428858821,117$2.0M0.05%
249HARTFORD FINL SVCS GROUP INCHIG-PG17,075$2.0M0.05%
250ELEVANCE HEALTH INC COMELV3,814$2.0M0.05%
251EXPONENT INCEXPO17,188$2.0M0.05%
252PARKER-HANNIFIN CORP COMPH3,135$2.0M0.05%
253AMERIPRISE FINL INC COM03076C1064,171$2.0M0.05%
254VANGUARD HEALTH CARE ETF92204A5046,892$1.9M0.05%
255FIRST SOLAR INCFSLR7,728$1.9M0.05%
256CORTEVA INC COMCTVA32,769$1.9M0.05%
257ISHARES S&P SMALLCAP 600 GROWTH ETF46428788713,556$1.9M0.05%
258DUPONT DE NEMOURS INC COMDD21,047$1.9M0.05%
259CANADIAN PAC RAILWAYLTDCP21,831$1.9M0.05%
260SNOWFLAKE INC CL ASNOW16,205$1.9M0.05%
261DRAFTKINGS INC NEW COM CL ADKNG47,419$1.9M0.05%
2623M CO COMMMM13,592$1.9M0.05%
263WELLS FARGO CO NEW COM94974610132,798$1.9M0.05%
264WPP 2012 PLC DR EACH REPR 5 SHSWPPGF35,826$1.8M0.05%
265CITIGROUP INCC-PR28,899$1.8M0.05%
266INTEL CORP COMINTC77,087$1.8M0.05%
267PHILIP MORRIS INTL INC71817210914,896$1.8M0.05%
268TARGET CORP COMTGT11,463$1.8M0.04%
269WASTE MANAGEMENT INC94106L1098,574$1.8M0.04%
270VANGUARD FTSE ALL-WORLD EX-US92204277528,234$1.8M0.04%
271MICRON TECHNOLOGYMU17,146$1.8M0.04%
272UNION PAC CORP COMUNP7,165$1.8M0.04%
273BRISTOL-MYERS SQUIBB CO COMCELG-RI34,022$1.8M0.04%
274CHUBB LIMITED COMCB5,952$1.7M0.04%
275ISHARES CORE DIVIDEND GROWTH ETF46434V62126,899$1.7M0.04%
276NORTHROP GRUMMAN CORP COMNOC3,169$1.7M0.04%
277ISHARES TR DOW JONESUS AEROSPACE & DEF46428876011,111$1.7M0.04%
278VANGUARD FINANCIALS ETF92204A40515,111$1.7M0.04%
279MEDTRONIC PLC SHSMDT18,429$1.7M0.04%
280VANGUARD SMALL-CAP GROWTH ETF9229085956,198$1.7M0.04%
281ASTRAZENECA PLC- SPONS ADRAZN20,996$1.6M0.04%
282INDUSTRIAL SELECT SECTOR SPDR81369Y70412,029$1.6M0.04%
283KLA-TENCOR CORPKLAC2,070$1.6M0.04%
284NOVARTIS AG ADRNVSEF13,921$1.6M0.04%
285TRAVELERS COMPANIES INC COMTRV6,839$1.6M0.04%
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288ISHARES TR RUSSELL MIDCAP INDEX FD46428749918,008$1.6M0.04%
289VIKING HOLDINGS LTD ORD SHSVIK45,385$1.6M0.04%
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292MARSH & MCLENNAN COS INC COM5717481027,055$1.6M0.04%
293SCHWAB U.S. LARGE-CAP VALUE ETF80852440919,496$1.6M0.04%
294DIMENSIONAL U.S. EQUITY MARKET ETF25434V40124,272$1.5M0.04%
295GENERAL DYNAMICS CORP COMGD4,983$1.5M0.04%
296FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84625,107$1.5M0.04%
297ALLSTATE CORPALL-PJ7,782$1.5M0.04%
298UNILEVER PLC SPON ADR NEWUNLYF22,662$1.5M0.04%
299BLACKROCK FLEXIBLE INCOME ETFBLK27,405$1.5M0.04%
300GE VERNOVA INC COMGEV5,713$1.5M0.04%
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302PIMCO CORPORATE & INCOME OPPOR COMPTY100,444$1.4M0.04%
303ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD46428815813,602$1.4M0.04%
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305ROYAL DUTCH SHELL PLC-ADRRYDAF21,716$1.4M0.04%
306GRAINGER W W INC COM3848021041,342$1.4M0.03%
307REGENERON PHARMACEUTICALS INCREGN1,324$1.4M0.03%
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309HEALTH CARE SELECT SECTOR SPDR81369Y2099,011$1.4M0.03%
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312ISHARES CORE S&P U.S. GROWTH ETF46428767110,410$1.4M0.03%
313MARATHON PETE CORPMARA8,325$1.4M0.03%
314ISHARES U S ETF TR SHORT MATURITY BD ETF46431W50726,338$1.3M0.03%
315CINTAS CORPCTAS6,528$1.3M0.03%
316ISHARES TR HIGH DIVID EQUITY FD46429B66311,413$1.3M0.03%
317VANGUARD INDUSTRIALS ETF92204A6035,161$1.3M0.03%
318ISHARES U.S. MEDICAL DEVICES ETF46428881022,586$1.3M0.03%
319IDEXX LABS INC45168D1042,638$1.3M0.03%
320SPDR SER TR S&P DIVID ETF78464A7639,370$1.3M0.03%
321CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4076,623$1.3M0.03%
322ISHARES ESG AWARE MSCI EAFE ETF46435G51615,688$1.3M0.03%
323DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70838,486$1.3M0.03%
324AMPHENOL CORP CL A03209510120,233$1.3M0.03%
325VANGUARD CONSUMER DISCRETIONARY92204A1083,871$1.3M0.03%
326SCHWAB ETFS- US SMALL-CAP ETF80852460725,554$1.3M0.03%
327SAP AKTIENGESELLSCHAFT ADRSAPGF5,737$1.3M0.03%
328KROGER CO COMKR22,934$1.3M0.03%
329ARCUS BIOSCIENCES INC COMRCUS85,807$1.3M0.03%
330EXPEDITORS INTL WASH INC3021301099,979$1.3M0.03%
331CHIPOTLE MEXICAN GRILL INCCMG22,569$1.3M0.03%
332LAM RESEARCH CORPLRCX1,581$1.3M0.03%
333FIDELITY NATL INFO SVCS31620M10615,221$1.3M0.03%
334MOTOROLA SOLUTIONS INC COM NEWMSI2,807$1.3M0.03%
335SYNCHRONY FINANCIAL COMSYF-PB25,225$1.3M0.03%
336CHENIERE ENERGY INCLNG6,984$1.3M0.03%
337ISHARES MSCI USA SIZE FACTOR ETF46432F3708,382$1.2M0.03%
338SCHLUMBERGER LTD COM STKSLB29,558$1.2M0.03%
339SPDR S&P 400 MID CAP GROWTH ETF78464A82114,105$1.2M0.03%
340WISDOMTREE LARGE CAP DIVIDENDWT15,748$1.2M0.03%
341ENTERPRISE PRODS PARTNERS L P29379210742,457$1.2M0.03%
342DYNATRACE INC COM NEWDT23,084$1.2M0.03%
343VANGUARD TAX-EXEMPT BOND ETF92290774624,141$1.2M0.03%
344CIGNA CORP1255231003,558$1.2M0.03%
345MCKESSON CORPMCK2,479$1.2M0.03%
346ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724210,844$1.2M0.03%
347DEERE & CO COMDE2,931$1.2M0.03%
348INVESCO LARGE CAP GROWTH ETFIVZ12,330$1.2M0.03%
349UTILITIES SELECT SECTOR SPDR FUND81369Y88614,991$1.2M0.03%
350CHURCH & DWIGHT INCCHD11,542$1.2M0.03%
351TEXAS ROADHOUSE INCTXRH6,799$1.2M0.03%
352UNISYS CORP COM NEWUIS208,786$1.2M0.03%
353INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ23,416$1.2M0.03%
354SEI INVESTMENTS CO78411710317,103$1.2M0.03%
355ROBLOX CORP CL ARBLX26,700$1.2M0.03%
356KKR & CO LPKKRT8,975$1.2M0.03%
357PAYCHEX INCPAYX8,683$1.2M0.03%
358DR REDDYS LABS LTD ADR25613520314,572$1.2M0.03%
359UNITY SOFTWARE INC COMU50,513$1.1M0.03%
360UNITED RENTALS INCURI1,403$1.1M0.03%
361CENCORA INC COMCOR4,948$1.1M0.03%
362BECTON DICKINSON & CO COMBDX4,617$1.1M0.03%
363BOSTON SCIENTIFIC CORPBSX13,258$1.1M0.03%
364STRIVE EMERGING MARKETS EX-CHINA ETF02072L69836,306$1.1M0.03%
365GALLAGHER ARTHUR J &CO3635761093,857$1.1M0.03%
366VANGUARD CONSUMER STAPLES ETF92204A2074,937$1.1M0.03%
367TRANE TECHNOLOGIES PLC SHSTT2,757$1.1M0.03%
368ARES CAPITAL CORP COMARCC50,563$1.1M0.03%
369UIPATH INC CL APATH82,288$1.1M0.03%
370VANGUARD TELECOMMUNICATIONS SERVICES ETF92204A8847,228$1.1M0.03%
371FISERV INCFISV5,819$1.0M0.03%
372ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66324,946$1.0M0.03%
373SOUTHERN CO COMSOMN11,537$1.0M0.03%
374INTERCONTINENTAL EXCHANGE INC COM45866F1046,445$1.0M0.03%
375DIMENSIONAL US MARKETWIDE VALUE ETF25434V72424,835$1.0M0.03%
376SCHWAB US MID-CAP ETF80852450812,441$1.0M0.03%
377NORFOLK SOUTHERN CRP6558441084,152$1.0M0.03%
378ISHARES MSCI USA EQUAL WEIGHTED ETF46428668110,712$1.0M0.03%
379BP PLC SPONSORED ADRBPPFF32,519$1.0M0.03%
380JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20318,516$1.0M0.03%
381ISHARES RUSSELL MIDCAP GROWTH ETF4642874818,654$1.0M0.03%
382ARK INNOVATION ETF00214Q10421,235$1.0M0.03%
383PIMCO MUN INCOME FD II COM72200W106106,575$1.0M0.02%
384INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SHINFY44,898$999,8880.02%
385INGREDION INC COMINGR7,260$997,7680.02%
386CAPITAL ONE FINANCIAL CORP14040H1056,645$995,0260.02%
387ONEOK INC NEW COMOKE10,915$994,7620.02%
388GMO U.S. QUALITY ETF90139K10030,499$994,5930.02%
389STARWOOD PROPERTY TRUSTSTHO48,609$990,6530.02%
390JPMORGAN ULTRA-SHORT INCOME ETF46641Q83719,483$988,6030.02%
391EQT CORP COMEQT26,570$973,5250.02%
392DUKE ENERGY CORP NEW COM NEWDUKB8,431$972,1230.02%
393OTIS WORLDWIDE CORP COMOTIS9,283$964,8970.02%
394US BANCORP DEL COM NEWUSB-PS21,078$963,9050.02%
395ACUITY BRANDS INCAYI3,494$962,2790.02%
396AFLAC INC COMAFL8,489$949,1740.02%
397INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ22,780$946,5090.02%
398ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY8,853$939,4870.02%
399CONSOLIDATED EDISON INC COMED8,996$936,7650.02%
400KBR INCKBR14,345$934,3270.02%
401ISHARES 0-3 MONTH TREASURY BOND ETF46436E7189,179$924,5550.02%
402ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54918,935$920,0560.02%
403VANGUARD ESG INTERNATIONAL STOCK ETF92191072514,943$919,1440.02%
404UNITED MICROELECTRONICS CORPOR SPONSORED AUMC109,120$918,7900.02%
405ROSS STORES INCROST6,100$918,2280.02%
406FAIR ISAAC CORPFICO471$915,3980.02%
407DOUBLELINE INCOME SOLUTIONS FD COMDSL70,427$914,1510.02%
408DISCOVER FINANCIAL SERVICES LLC2547091086,510$913,3800.02%
409DECKERS OUTDOORDECK5,694$907,9080.02%
410CORNING INC COMGLW20,013$903,6030.02%
411BOEING CO COMBA-PA5,915$899,3570.02%
412TFI INTL INC COM87241L1096,568$899,1660.02%
413FASTENAL COFAST12,504$893,0420.02%
414ISHARES ESG AWARE MSCI EM ETF46434G86324,206$881,3730.02%
415GARMIN LTDGRMN4,950$871,4370.02%
416EOG RESOURCES INCEOG7,076$869,8630.02%
417BANK NEW YORK MELLON CORP COM06405810012,087$868,5880.02%
418HCA INCHCA2,124$863,6090.02%
419AMDOCS LTDDOX9,819$859,0350.02%
420SEMPRA ENERGYSREA10,262$858,2470.02%
421WIPRO LTD-ADR SPONSORED ADR REPSTG 1 SHWIT132,215$856,7530.02%
422SIMON PROPERTY GROUP INC8288061095,054$854,2940.02%
423HERSHEY CO COMHSY4,451$853,7610.02%
424KIMBERLY-CLARK CORP COMKMB5,987$851,8450.02%
425SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF80852477111,815$847,8640.02%
426CHICAGO MERCANTILE HLDGS INCCME3,835$846,2580.02%
427AGILENT TECH INCA5,634$836,5830.02%
428FIRST TRUST NATURAL GAS ETF33733E80734,858$827,8780.02%
429AVANTIS U.S. SMALL CAP VALUE ETF0250728778,554$820,7560.02%
430BHP GROUP LTD SPONSORED ADSBHPLF12,950$804,3770.02%
431ISHARES MSCI EAFE GROWTH ETF4642888857,445$801,5270.02%
432DOW INC COMDOW14,664$801,1240.02%
433ROYAL BANK OF CANADA7800871026,407$799,1530.02%
434AMERICAN ELEC PWR CO INC COM0255371017,782$798,4950.02%
435CASTLE BIOSCIENCES INC COMCSTL27,992$798,3320.02%
436OCCIDENTAL PETE CORP COM67459910515,328$790,0250.02%
437HAVERTY FURNITURE COS INC COM41959610128,749$789,7350.02%
438GENERAL MOTORS CORP37045V10017,599$789,1700.02%
439O REILLY AUTOMOTIVE INC67103H107684$788,0050.02%
440CONSUMER STAPLES SELECT SECTOR SPDR81369Y3089,476$786,5210.02%
441GOLDMAN SACHS BDC INC SHSGSBD57,002$784,3480.02%
442PACCAR INC COMPCAR7,845$774,2120.02%
443CHUNGHWA TELECOM LTD ADRCHT19,467$772,2560.02%
444TOYOTA MOTOR CORP ADSTOYOF4,320$771,4220.02%
445ENBRIDGE INC COMENNPF18,866$766,1840.02%
446PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4677,107$758,7710.02%
447GUIDEWIRE SOFTWARE INCGWRE4,143$757,9200.02%
448HONDA MOTOR LTD ADR ECH CNV IN 3HNDAF23,868$757,3410.02%
449SCHWAB US LARGE CAP GROWTH ETF8085243007,238$754,1540.02%
450PUBLIC STORAGE INCPSA-PS2,062$750,6070.02%
451AON CORPAON2,154$745,3890.02%
452OMNICOM GROUP INC COMOMC7,206$745,0630.02%
453CBRE GROUP INC ACBRE5,931$738,3990.02%
454OGE ENERGY CORP COMOGE17,985$737,7450.02%
455CLOROX CO DEL COMCLX4,506$734,1410.02%
456PG&E CORP COMPCG-PX36,618$723,9490.02%
457THE TRADE DESK INC COM CL A88339J1056,569$720,2910.02%
458REPUBLIC SERVICES INC7607591003,576$718,3090.02%
459L3HARRIS TECHNOLOGIES INC COMLHX3,009$715,8120.02%
460SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20956,347$711,6710.02%
461TE CONNECTIVITY LTDTEL4,701$709,8480.02%
462HEWLETT PACKARD ENTERPRISE CO COMHPE-PC34,660$709,1450.02%
463FIDELITY ENHANCED LARGE CAP CORE ETF31609211322,065$708,0910.02%
464MARVELL TECHNOLOGY GROUP LTDMRVL9,789$706,0530.02%
465HILTON WORLDWIDE HLDGS INC COMHLT3,035$699,7360.02%
466DOORDASH INC CL ADASH4,900$699,4200.02%
467COPART INCCPRT13,297$696,7910.02%
468SONY GROUP CORP SPONSORED ADRSNEJF7,209$696,1730.02%
469COGNIZANT TECH SOLUTIONS CORPCTSH9,019$696,1090.02%
470ISHARES S&P NORTH AMER TECH-SOFTWARE4642875157,746$692,2790.02%
471ISHARES BITCOIN TRUST ETFIBIT19,150$691,9000.02%
472WATSCO INCWSO-B1,398$687,6800.02%
473YUM! BRANDS INCYUM4,861$679,1950.02%
474HP INC COMHPQ18,886$677,4470.02%
475LOEWS CORP COML8,558$676,5380.02%
476DIAGEO PLCDGEAF4,814$675,6880.02%
477DIGITAL REALTY TRUST INC2538681034,154$672,3650.02%
478FORD MOTOR COMPANY34537086063,335$668,8190.02%
479NUSCALE PWR CORP CL A COMNU57,526$666,1510.02%
480TARGA RES CORP COMTRGP4,483$663,6600.02%
481KOOKMIN BK NEW SPONSORED ADR48241A10510,747$663,6270.02%
482TRANSDIGM GROUP INC COM DELAWARETDG464$663,4810.02%
483OLD REP INTL CORP COM68022310418,594$658,6080.02%
484PURE STORAGE INC CL A74624M10213,085$657,4370.02%
485FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928083,766$657,2850.02%
486GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC7,000$656,9990.02%
487FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND3373451023,432$656,6480.02%
488MARTIN MARIETTA MATLS INC5732841061,218$656,0350.02%
489T ROWE PRICE GROUP INCTROW6,021$655,9110.02%
490PNC FINL SVCS GROUP INC COM6934751053,523$651,2800.02%
491VANGUARD RUSSELL2000 INDEX FD ETF92206C6647,286$651,1030.02%
492RELIANCE STEEL & ALUMINUMRS2,242$648,5650.02%
493ESTEE LAUDER COMPANIES INC5184391046,485$646,5730.02%
494ELECTRONICS ARTSEA4,501$645,6650.02%
495CHEMED CORP NEW COMCHE1,066$640,6500.02%
496DELL TECHNOLOGIES INC CL CDELL5,397$639,7730.02%
497CASEYS GEN STORES INC1475281031,700$638,7160.02%
498AUTODESK INCADSK2,318$638,6290.02%
499OLD DOMINION FREIGHT LNS WITH STOCK SPLIT SHARESODFL3,206$636,9850.02%
500MARRIOTT INTL INC5719032022,539$631,3510.02%