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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 Q4 2024 · Filed February 10, 2025 · Accession 0001690010-25-000002

Total Value
$4.45B
Positions
3,525
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 INDEX464287200682,336$401.7M9.59%
2ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,571,020$330.7M7.90%
3APPLE INCAAPL854,070$213.9M5.11%
4CORCEPT THERAPEUTICS INC COMCORT3,829,632$193.0M4.61%
5NVIDIA CORPNVDA1,067,899$143.4M3.42%
6AMAZON.COM INCAMZN381,606$83.7M2.00%
7MICROSOFTMSFT188,846$79.6M1.90%
8ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK1,362,429$69.8M1.67%
9ISHARES CORE MSCI EAFE ETF46432F842963,488$67.7M1.62%
10CVB FINL CORP COM1266001052,947,617$63.1M1.51%
11ALPHABET INC CAP STK CL CGOOG322,015$61.3M1.46%
12VANGUARD LARGE CAP922908637224,627$60.6M1.45%
13GOOGLE INCGOOG299,171$56.6M1.35%
14ISHARES S&P 500 GROWTH ETF464287309451,256$45.8M1.09%
15VANGUARD TOTAL STK MKT922908769151,187$43.8M1.05%
16COSTCO WHOLESALE CORP22160K10546,623$42.7M1.02%
17VANGUARD SMALL CAP ETF922908751167,595$40.3M0.96%
18META PLATFORMS INC CL AMETA64,421$37.7M0.90%
19PALANTIR TECHNOLOGIES INC CL APLTR481,288$36.4M0.87%
20ISHARES MSCI USA QUALITY FACTOR ETF46432F339202,560$36.1M0.86%
21BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A77,454$35.1M0.84%
22JPMORGAN CHASE & CO. COMVYLD129,516$31.0M0.74%
23ISHARES AGGREGATE BOND ETF464287226287,401$27.8M0.66%
24JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U852604,311$26.7M0.64%
25TESLA MOTORS INCTSLA65,290$26.4M0.63%
26VISA INCV77,744$24.6M0.59%
27POWERSHARES QQQ TRIVZ46,090$23.6M0.56%
28NETFLIX COM INCNFLX25,693$22.9M0.55%
29VANGUARD VALUE ETF922908744132,907$22.5M0.54%
30SPDR S&P 500 ETF TRUSTSPY38,232$22.4M0.54%
31SALESFORCE COMCRM66,934$22.4M0.53%
32ISHARES GLOBAL TECH ETF464287291262,747$22.3M0.53%
33MASTERCARD INCMA42,178$22.2M0.53%
34VANGUARD FTSE DEVELOPED MARKETS ETF921943858451,162$21.6M0.52%
35ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G219481,882$21.4M0.51%
36INTUITIVE SURGICAL, INC.ISRG40,283$21.0M0.50%
37ACCENTURE LTD BERMUDA CL AACN59,584$21.0M0.50%
38ELI LILLY & CO COMLLY26,277$20.3M0.48%
39VANGUARD S&P 500 ETF92290836337,044$20.0M0.48%
40SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805269,476$19.2M0.46%
41ABBVIE INC COMABBV108,185$19.2M0.46%
42VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870236,172$19.0M0.45%
43ISHARES CORE MSCI EMERGING MARKETS ETF46434G103356,421$18.6M0.44%
44UNITEDHEALTH GROUPUNH34,536$17.5M0.42%
45THERMO FISHER SCIENTIFIC INC COMTMO33,344$17.3M0.41%
46AVAGO TECHNOLOGIES LTDAVGO73,876$17.1M0.41%
47SCHWAB US DIVIDEND EQUITY ETF808524797625,235$17.1M0.41%
48CROWN CASTLE INTL CORPCCI183,965$16.7M0.40%
49ISHARES MSCI EAFE ETF464287465215,082$16.3M0.39%
50INTUIT INCINTU25,803$16.2M0.39%
51TJX COS INC NEW COM872540109132,716$16.0M0.38%
52UBER TECHNOLOGIES INC COMUBER265,171$16.0M0.38%
53CHEVRON CORP NEW COMCVX110,090$15.9M0.38%
54ADOBE SYS INCADBE35,514$15.8M0.38%
55BOOKING HOLDINGS INC COMBKNG3,102$15.4M0.37%
56ISHARES INTERNATIONAL SELECT DIVIDEND ETF464288448550,922$15.1M0.36%
57VANGUARD MID CAP92290862956,090$14.8M0.35%
58ABBOTT LABS COMABLZF125,869$14.2M0.34%
59WALMART INC COMWMT146,448$13.2M0.32%
60GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ71,952$12.6M0.30%
61ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513160,250$12.6M0.30%
62VANGUARD FTSE EMERGING MARKETS ETF922042858273,120$12.0M0.29%
63BLACKROCK INCBLK11,702$12.0M0.29%
64VANGUARD SHORT TERM CORP BOND FD ETF92206C409148,244$11.6M0.28%
65HOME DEPOTHD29,650$11.5M0.28%
66VANGUARD DIVIDEND APPRECIATION ETF92190884458,002$11.4M0.27%
67ORACLE CORPORATIONORCL-PD67,022$11.2M0.27%
68HONEYWELL INTL INC43851610648,537$11.0M0.26%
69VERIZON COMMUNICATIONSVZ269,632$10.8M0.26%
70PROCTER AND GAMBLE CO COM74271810964,257$10.8M0.26%
71DONALDSON INC COMDCI158,657$10.7M0.26%
72JOHNSON & JOHNSON COMJNJ72,471$10.5M0.25%
73ISHARES S&P 500 VALUE ETF46428740854,698$10.4M0.25%
74SHERWIN WILLIAMS CO COMSHW29,929$10.2M0.24%
75ECOLAB INC COMECL42,553$10.0M0.24%
76ISHARES RUSSELL 1000 GROWTH ETF46428761424,566$9.9M0.24%
77NEXTERA ENERGY INC COMNEE-PW137,034$9.8M0.23%
78PALO ALTO NETWORKS INC COMPANW51,769$9.4M0.22%
79ISHARES CORE S&P MID CAP ETF464287507151,016$9.4M0.22%
80REALTY INCOME CORPO174,189$9.3M0.22%
81SPDR S&P500 ETF FEB 21 25 $510 (100 SHS)7527239HD15,700$9.2M0.22%
82SPDR GOLD ETFGLD37,976$9.2M0.22%
83COUPANG INC CL ACPNG413,012$9.1M0.22%
84DISNEY WALT CO COM25468710680,907$9.0M0.22%
85ISHARES S&P SMALLCAP 600 ETF46428780478,094$9.0M0.21%
86VANGUARD SMALL CAP VALUE ETF92290861145,074$8.9M0.21%
87ISHARES ULTRA SHORT-TERM BOND ACTIVE ETF46434V878175,521$8.9M0.21%
88ISHARES U.S. TREASURY BOND ETF46429B267377,730$8.7M0.21%
89MCCORMICK & CO INC COM NON VTGMKC-V112,328$8.6M0.20%
90SPDR S&P500 ETF JAN 17 25 $515 (100 SHS)6138189HH14,600$8.6M0.20%
91ROPER INDUSTRIES INCROP16,217$8.4M0.20%
92ISHARES MSCI USA MIN VOL FACTOR ETF46429B69793,736$8.3M0.20%
93COLGATE PALMOLIVE CO COMCL89,538$8.1M0.19%
94ENERGY SELECT SECTOR SPDR81369Y50692,712$7.9M0.19%
95ISHARES MSCI INTL QUALITY FACTOR ETF46434V456212,811$7.9M0.19%
96VANGUARD INFORMATION TECHNOLOGY92204A70212,656$7.9M0.19%
97EXXON MOBIL CORP COMXOM72,667$7.8M0.19%
98VANGUARD REIT INDEX ETF92290855386,907$7.7M0.18%
99CROWDSTRIKE HLDGS INC CL ACRWD22,328$7.6M0.18%
100ILLINOIS TOOL WKS INC COM45230810929,552$7.5M0.18%
101VANGUARD GROWTH ETF92290873617,724$7.3M0.17%
102FIDELITY TOTAL BOND ETF316188309162,084$7.3M0.17%
103PAYPAL HLDGS INC COMPYPL84,658$7.2M0.17%
104TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910036,476$7.2M0.17%
105ISHARES RUSSELL 1000 VALUE ETF46428759838,476$7.1M0.17%
106ISHARES TR MSCI ACWIINDEX FD46428825758,636$6.9M0.16%
107PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND72201R57767,253$6.8M0.16%
108VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768115,045$6.8M0.16%
109MORGAN STANLEYMS-PQ52,677$6.6M0.16%
110ISHARES ESG AWARE MSCI USA ETF46435G42551,282$6.6M0.16%
111SCHWAB INTERNATIONAL EQUITY ETF808524805356,948$6.6M0.16%
112VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681082,126$6.6M0.16%
113INTL BUSINESS MACHINESINTR29,529$6.5M0.15%
114ISHARES TR LEHMAN SHORT TREA BDFD46428867957,526$6.3M0.15%
115ISHARES EDGE MSCI USA VALUE FACTOR ETF46432F38858,712$6.2M0.15%
116CISCO SYS INCCSCO102,425$6.1M0.14%
117ZOETIS INC COM CL AZTS37,017$6.0M0.14%
118SCHWAB U.S. LARGE-CAP ETF808524201257,214$6.0M0.14%
119VANGUARD HIGH DIVIDEND YIELD92194640646,561$5.9M0.14%
120ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9246,215$5.9M0.14%
121ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515236,278$5.9M0.14%
122ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0244,322$5.9M0.14%
123MERCK & CO INCMRK58,925$5.9M0.14%
124ISHARES U.S. EQUITY FACTOR ETF46434V28296,491$5.8M0.14%
125SERVICE NOW INCNOW5,470$5.8M0.14%
126ISHARES TIPS BOND ETF46428717654,395$5.8M0.14%
127NIKE INC CLASS BNKE76,332$5.8M0.14%
128STRYKER CORPSYK15,712$5.7M0.14%
129QUANTA SERVICES INC74762E10217,874$5.6M0.13%
130PEPSICO INC COMPEP36,752$5.6M0.13%
131XYLEM INCXYL48,070$5.6M0.13%
132ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205241,783$5.5M0.13%
133ISHARES MSCI EMERGING MARKETS ETF464287234130,969$5.5M0.13%
134BERKSHIRE HATHAWAY INC DEL CL ABRK-A8$5.4M0.13%
135JPMORGAN ACTIVE BOND ETF46654Q716102,907$5.4M0.13%
136ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E726249,375$5.3M0.13%
137ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1212,311$5.3M0.13%
138COCA COLA CO COMKO83,482$5.2M0.12%
139ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486254,468$5.2M0.12%
140ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E312207,065$5.1M0.12%
141SS&C TECHNOLOGIES HLDGS INC COMSSNC66,901$5.1M0.12%
142BLACKSTONE GROUP LPBX29,269$5.0M0.12%
143ISHARES RUSSELL 2000 ETF46428765522,783$5.0M0.12%
144VANGUARD ESG U.S. STOCK ETF92191073347,903$5.0M0.12%
145SPDR PORTFOLIO AGGREGATE BOND ETF78464A649199,173$5.0M0.12%
146ISHARES TR S&P CALIF MUN BD FD46428835686,528$5.0M0.12%
147EDWARDS LIFESCIENCES CORP COMEW65,798$4.9M0.12%
148BANK AMERICA CORP COM060505104110,266$4.8M0.12%
149ISHARES IBONDS DEC 2033 TERM CORPORATE ETF46436E130192,922$4.8M0.12%
150SCHWAB ETFS- US BROAD MARKET ETF808524102209,718$4.8M0.11%
151MONSTER BEVERAGE CORPMNST90,246$4.7M0.11%
152ISHARES S&P SMALLCAP 600 VALUE ETF46428787943,257$4.7M0.11%
153VANGUARD TOTAL BOND MARKET ETF92193783565,328$4.7M0.11%
154ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76483,761$4.6M0.11%
155ARISTA NETWORKS INC COM SHSANET42,016$4.6M0.11%
156INVESCO S&P 500 QUALITY ETFIVZ67,361$4.5M0.11%
157MARKEL CORP HOLDING COMKL2,598$4.5M0.11%
158MCDONALDS CORP COMMCD15,295$4.4M0.11%
159TAKE-TWO INTERACTIVESOFTWRETTWO23,963$4.4M0.11%
160SCHWAB EMERGING MARKET EQ ETF808524706165,019$4.4M0.10%
161INVESCO NASDAQ INTERNET ETFIVZ92,775$4.3M0.10%
162MONDELEZ INTL INC CL A60920710572,216$4.3M0.10%
163ISHARES DJ US TECHNOLOGY46428772126,086$4.2M0.10%
164NOVO-NORDISK A/S ADR ADR CMNNONOF48,119$4.1M0.10%
165ISHARES MSCI INTL VALUE FACTOR ETF46435G409152,626$4.1M0.10%
166VANGUARD SHORT-TERM BOND ETF92193782753,520$4.1M0.10%
167PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585158,917$4.1M0.10%
168RTX CORPORATION COMRTX35,141$4.1M0.10%
169TECHNOLOGY SELECT SECTOR SPDR81369Y80317,421$4.1M0.10%
170VANGUARD ENERGY92204A30633,121$4.0M0.10%
171ISHARES 1-3 YR TREASURY BOND ETF46428745748,127$3.9M0.09%
172TEXAS INSTRS INC COM88250810420,817$3.9M0.09%
173AMERICAN TOWER CORP03027X10021,280$3.9M0.09%
174VANGUARD TOTAL WORLD STOCK ETF92204274232,925$3.9M0.09%
175ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828143,431$3.9M0.09%
176SPDR BIOTECH ETF78464A87042,574$3.8M0.09%
177AIRBNB INC COM CL AABNB28,869$3.8M0.09%
178AMERICAN EXPRESS CO COMAXP12,773$3.8M0.09%
179CONSTELLATION BRANDS INC CL ASTZ16,922$3.7M0.09%
180AT&T INC COMT-PC163,450$3.7M0.09%
181ISHARES S&P U.S. PREFERRED STOCK ETF464288687118,372$3.7M0.09%
182SPDR PORTFOLIO EMERGING MARKETS ETF78463X50996,316$3.7M0.09%
183GOLDMAN SACHS GROUP INCGSCE6,446$3.7M0.09%
184CATERPILLAR INC COMCAT10,096$3.7M0.09%
185SYNOPSYS INC COMSNPS7,123$3.5M0.08%
186EMERSON ELEC CO COMEMR27,709$3.4M0.08%
187GILEAD SCIENCES INCGILD37,040$3.4M0.08%
188LOCKHEED MARTIN CORPLMT7,032$3.4M0.08%
189FEDEX CORPFDX12,084$3.4M0.08%
190ANALOG DEVICES INCADI15,972$3.4M0.08%
191LULULEMON ATHLETICA INCLULU8,659$3.3M0.08%
192ISHARES GOLD TRUST ETFIAU66,332$3.3M0.08%
193SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88995,771$3.3M0.08%
194GOLUB CAP BDC INC COM38173M102209,364$3.2M0.08%
195ISHARES TR S&P 100 INDEX FUND46428710110,724$3.1M0.07%
196ISHARES 1-3 YR CREDIT BOND ETF46428864659,799$3.1M0.07%
197STARBUCKS CORPSBUX33,405$3.0M0.07%
198TWILIO INC CL ATWLO27,920$3.0M0.07%
199PARKER-HANNIFIN CORP COMPH4,741$3.0M0.07%
200ISHARES IBONDS DEC 2034 TERM CORPORATE ETF46438G653118,375$3.0M0.07%
201HORMEL FOODS CORP COMHRL95,587$3.0M0.07%
202CONOCOPHILLIPS COMCOP30,084$3.0M0.07%
203VERTEX PHARMACEUTICALS INVRTX7,335$3.0M0.07%
204ADVANCED MICRO DEVICES INC COMAMD24,150$2.9M0.07%
205DANAHER CORP23585110212,646$2.9M0.07%
206APPLIED MATLS INC COM03822210517,723$2.9M0.07%
207SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A47496,273$2.9M0.07%
208TORO CO COMTORO35,623$2.9M0.07%
209PAYONEER GLOBAL INC COMPAYO282,164$2.8M0.07%
210COMCAST CORP NEW CL ACCZ75,197$2.8M0.07%
211DIAMONDBACK ENERGY INC COMFANG17,151$2.8M0.07%
212S&P GLOBAL INC COMSPGI5,531$2.8M0.07%
213ISHARES NATIONAL MUNI BOND ETF46428841425,677$2.7M0.07%
214GE AEROSPACE COM NEW36960430116,376$2.7M0.07%
215T-MOBILE US INC COMTMUSZ12,342$2.7M0.07%
216EATON CORP PLC SHSETN8,113$2.7M0.06%
217VANGUARD MEGA CAP 300 ETF92191087312,649$2.7M0.06%
218SHOPIFY INC CL ASHOP25,267$2.7M0.06%
219INARI MED INC COM45332Y10952,441$2.7M0.06%
220CHARLES SCHWAB CORPSCHW-PJ35,993$2.7M0.06%
221AUTOMATIC DATA PROCESSING INC COMADP8,988$2.6M0.06%
222WELLS FARGO CO NEW COM94974610137,227$2.6M0.06%
223BOOZ ALLEN HAMILTON HLDG CORP CL ABAH20,171$2.6M0.06%
224VANGUARD RUSSELL 1000 ETF92206C7309,635$2.6M0.06%
225LINDE PLC SHSLIN6,129$2.6M0.06%
226JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33244,557$2.6M0.06%
227PFIZER INC COMPFE95,046$2.5M0.06%
228VANECK SEMICONDUCTOR ETF92189F67610,305$2.5M0.06%
229PROGRESSIVE CORP COM74331510310,378$2.5M0.06%
230FINANCIAL SELECT SECTOR SPDR81369Y60551,279$2.5M0.06%
231VIKING HOLDINGS LTD ORD SHSVIK55,689$2.5M0.06%
232AMGEN INCAMGN9,384$2.4M0.06%
233CUMMINS INC COMCMI6,901$2.4M0.06%
234ALTRIA GROUP INC COMMO45,652$2.4M0.06%
235CADENCE DESIGN SYSTEM INC COMCDNS7,774$2.3M0.06%
236ISHARES DJ SELECT DIVIDEND46428716817,528$2.3M0.05%
237VANGUARD TAX-EXEMPT BOND ETF92290774645,766$2.3M0.05%
238AMERIPRISE FINL INC COM03076C1064,292$2.3M0.05%
239PHILIP MORRIS INTL INC71817210918,942$2.3M0.05%
240QUALCOMM INC COMQCOM14,779$2.3M0.05%
241SNOWFLAKE INC CL ASNOW14,683$2.3M0.05%
242POWERSHARES SP500 LOW VOLATILITY ETFIVZ31,873$2.2M0.05%
243CITIGROUP INCC-PR31,279$2.2M0.05%
244ROBLOX CORP CL ARBLX37,285$2.2M0.05%
245ISHARES TR RUSSELL 1000 INDEX ETF4642876226,690$2.2M0.05%
246LOWES COS INC COM5486611078,606$2.1M0.05%
247ISHARES MBS ETF46428858823,117$2.1M0.05%
248GE VERNOVA INC COMGEV6,442$2.1M0.05%
249VAIL RESORTS INC COMMTN11,275$2.1M0.05%
250ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39610,146$2.1M0.05%
251UNITED PARCEL SERVICE INCUPS16,420$2.1M0.05%
252MOODYS CORPMCO4,340$2.1M0.05%
253WASTE MANAGEMENT INC94106L10910,175$2.1M0.05%
254INVESCO LARGE CAP VALUE ETFIVZ35,150$2.0M0.05%
255DRAFTKINGS INC NEW COM CL ADKNG53,605$2.0M0.05%
256BRISTOL-MYERS SQUIBB CO COMCELG-RI34,851$2.0M0.05%
257CORTEVA INC COMCTVA33,712$1.9M0.05%
258HARTFORD FINL SVCS GROUP INCHIG-PG17,239$1.9M0.05%
259ISHARES TR RUSSELL MIDCAP INDEX FD46428749921,108$1.9M0.04%
260WPP 2012 PLC DR EACH REPR 5 SHSWPPGF35,832$1.8M0.04%
261ISHARES S&P SMALLCAP 600 GROWTH ETF46428788713,426$1.8M0.04%
262ISHARES CORE TOTAL USD BOND MARKET ETF46434V61340,182$1.8M0.04%
263IQVIA HLDGS INC COMIQV9,165$1.8M0.04%
264ISHARES BITCOIN TRUST ETFIBIT33,867$1.8M0.04%
265VANGUARD FINANCIALS ETF92204A40515,105$1.8M0.04%
266ASML HOLDING N V N Y REGISTRY SHSASMLF2,550$1.8M0.04%
267ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653330,444$1.8M0.04%
268VANGUARD SMALL-CAP GROWTH ETF9229085956,259$1.8M0.04%
269ISHARES 10-20 YEAR TREASURY BOND ETF46428865317,264$1.7M0.04%
270READY CAPITAL CORP COMRC-PE250,506$1.7M0.04%
271TRAVELERS COMPANIES INC COMTRV7,011$1.7M0.04%
272CHUBB LIMITED COMCB6,084$1.7M0.04%
273SYNCHRONY FINANCIAL COMSYF-PB25,753$1.7M0.04%
274VANGUARD HEALTH CARE ETF92204A5046,594$1.7M0.04%
275FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84626,260$1.7M0.04%
276INTEL CORP COMINTC82,253$1.6M0.04%
277DUPONT DE NEMOURS INC COMDD21,623$1.6M0.04%
278UNION PAC CORP COMUNP7,024$1.6M0.04%
279SAP AKTIENGESELLSCHAFT ADRSAPGF6,506$1.6M0.04%
280PIMCO MUN INCOME FD II COM72200W106197,093$1.6M0.04%
281FREEPORT MCMORAN COPPERFCX41,797$1.6M0.04%
282GRAINGER W W INC COM3848021041,507$1.6M0.04%
283SCHWAB U.S. LARGE-CAP VALUE ETF80852440960,836$1.6M0.04%
284MEDTRONIC PLC SHSMDT19,836$1.6M0.04%
285INDUSTRIAL SELECT SECTOR SPDR81369Y70412,005$1.6M0.04%
286DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70845,431$1.6M0.04%
287ISHARES RUSSELL 2000 VALUE4642876309,531$1.6M0.04%
288ALLSTATE CORPALL-PJ8,017$1.5M0.04%
289DIMENSIONAL U.S. EQUITY MARKET ETF25434V40124,027$1.5M0.04%
290AMPHENOL CORP CL A03209510122,006$1.5M0.04%
291CANADIAN PAC RAILWAYLTDCP20,986$1.5M0.04%
292CHENIERE ENERGY INCLNG7,043$1.5M0.04%
293PALANTIR JUN 20 25 $50 (100 SHS)7409939IC20,000$1.5M0.04%
294PALANTIR SEP 19 25 $45 (100 SHS)PLTR20,000$1.5M0.04%
295BLACKROCK FLEXIBLE INCOME ETFBLK29,046$1.5M0.04%
296CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4076,721$1.5M0.04%
297EXPONENT INCEXPO16,869$1.5M0.04%
298MICRON TECHNOLOGYMU17,793$1.5M0.04%
299MARSH & MCLENNAN COS INC COM5717481027,000$1.5M0.04%
300ROYAL DUTCH SHELL PLC-ADRRYDAF23,605$1.5M0.04%
301ISHARES U S ETF TR SHORT MATURITY BD ETF46431W50729,207$1.5M0.04%
302PIMCO CORPORATE & INCOME OPPOR COMPTY102,569$1.5M0.04%
3033M CO COMMMM11,379$1.5M0.04%
304ENTERPRISE PRODS PARTNERS L P29379210746,741$1.5M0.03%
305TARGET CORP COMTGT10,736$1.5M0.03%
306KROGER CO COMKR23,429$1.4M0.03%
307FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10880,656$1.4M0.03%
308SEI INVESTMENTS CO78411710317,261$1.4M0.03%
309MCKESSON CORPMCK2,485$1.4M0.03%
310GENERAL MOTORS CORP37045V10026,589$1.4M0.03%
311KKR & CO LPKKRT9,544$1.4M0.03%
312GENERAL MLS INC COM37033410422,083$1.4M0.03%
313ISHARES CORE S&P U.S. GROWTH ETF46428767110,068$1.4M0.03%
314NOVARTIS AG ADRNVSEF14,417$1.4M0.03%
315CHIPOTLE MEXICAN GRILL INCCMG23,245$1.4M0.03%
316NORTHROP GRUMMAN CORP COMNOC2,931$1.4M0.03%
317MOTOROLA SOLUTIONS INC COM NEWMSI2,971$1.4M0.03%
318CARRIER GLOBAL CORPORATION COMCARR20,050$1.4M0.03%
319AIR PRODS & CHEMS INC COMAIIR4,717$1.4M0.03%
320VANGUARD FTSE ALL-WORLD EX-US92204277523,811$1.4M0.03%
321VANGUARD CONSUMER DISCRETIONARY92204A1083,602$1.4M0.03%
322PAYCHEX INCPAYX9,629$1.4M0.03%
323ISHARES CORE DIVIDEND GROWTH ETF46434V62121,968$1.3M0.03%
324SCHWAB ETFS- US SMALL-CAP ETF80852460752,061$1.3M0.03%
325UNISYS CORP COM NEWUIS208,786$1.3M0.03%
326UNILEVER PLC SPON ADR NEWUNLYF23,261$1.3M0.03%
327BOSTON SCIENTIFIC CORPBSX14,711$1.3M0.03%
328PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77514,415$1.3M0.03%
329LAM RESEARCH CORPLRCX17,943$1.3M0.03%
330KLA-TENCOR CORPKLAC2,051$1.3M0.03%
331DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73249,285$1.3M0.03%
332FIRST SOLAR INCFSLR7,254$1.3M0.03%
333ARCUS BIOSCIENCES INC COMRCUS85,807$1.3M0.03%
334ISHARES TR HIGH DIVID EQUITY FD46429B66311,323$1.3M0.03%
335DYNATRACE INC COM NEWDT23,193$1.3M0.03%
336DEERE & CO COMDE2,975$1.3M0.03%
337ISHARES ESG AWARE MSCI EAFE ETF46435G51616,546$1.3M0.03%
338FISERV INCFISV6,129$1.3M0.03%
339ARES CAPITAL CORP COMARCC57,383$1.3M0.03%
340CAPITAL ONE FINANCIAL CORP14040H1057,037$1.3M0.03%
341INVESCO LARGE CAP GROWTH ETFIVZ12,330$1.3M0.03%
342GENERAL DYNAMICS CORP COMGD4,743$1.2M0.03%
343ISHARES U.S. MEDICAL DEVICES ETF46428881021,354$1.2M0.03%
344FIDELITY NATL INFO SVCS31620M10615,424$1.2M0.03%
345EQT CORP COMEQT26,998$1.2M0.03%
346DOUBLELINE INCOME SOLUTIONS FD COMDSL98,144$1.2M0.03%
347SPDR SER TR S&P DIVID ETF78464A7639,326$1.2M0.03%
348VANGUARD INDUSTRIALS ETF92204A6034,833$1.2M0.03%
349SPDR S&P 400 MID CAP GROWTH ETF78464A82114,105$1.2M0.03%
350TEXAS ROADHOUSE INCTXRH6,745$1.2M0.03%
351CINTAS CORPCTAS6,651$1.2M0.03%
352REDDIT INC CL ARDDT7,404$1.2M0.03%
353WISDOMTREE LARGE CAP DIVIDENDWT15,556$1.2M0.03%
354DISCOVER FINANCIAL SERVICES LLC2547091086,894$1.2M0.03%
355CENCORA INC COMCOR5,265$1.2M0.03%
356ISHARES MSCI USA SIZE FACTOR ETF46432F3707,933$1.2M0.03%
357PHILLIPS 66PSX10,281$1.2M0.03%
358MARVELL TECHNOLOGY GROUP LTDMRVL10,588$1.2M0.03%
359ISHARES TR DOW JONESUS AEROSPACE & DEF4642887608,002$1.2M0.03%
360METLIFE INC COMMET-PF14,188$1.2M0.03%
361DR REDDYS LABS LTD ADR25613520372,790$1.1M0.03%
362GMO U.S. QUALITY ETF90139K10035,885$1.1M0.03%
363BOEING CO COMBA-PA6,460$1.1M0.03%
364SPDR S&P INTERNATIONAL DIVIDEND ETF78463X77232,693$1.1M0.03%
365INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ23,416$1.1M0.03%
366ONEOK INC NEW COMOKE11,163$1.1M0.03%
367SPOTIFY TECHNOLOGY S A SHSSPOT2,483$1.1M0.03%
368VANGUARD TELECOMMUNICATIONS SERVICES ETF92204A8847,137$1.1M0.03%
369UNITY SOFTWARE INC COMU49,182$1.1M0.03%
370DECKERS OUTDOORDECK5,422$1.1M0.03%
371ISHARES RUSSELL MIDCAP GROWTH ETF4642874818,672$1.1M0.03%
372JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20319,427$1.1M0.03%
373TRANSDIGM GROUP INC COM DELAWARETDG862$1.1M0.03%
374MARATHON PETE CORPMARA7,824$1.1M0.03%
375SCHWAB US MID-CAP ETF80852450839,282$1.1M0.03%
376US TREASURY 3 MONTH BILL ETF74933W45221,829$1.1M0.03%
377ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66325,643$1.1M0.03%
378TRANE TECHNOLOGIES PLC SHSTT2,918$1.1M0.03%
379UTILITIES SELECT SECTOR SPDR FUND81369Y88614,236$1.1M0.03%
380CHICAGO MERCANTILE HLDGS INCCME4,621$1.1M0.03%
381MAPLEBEAR INC COMCART25,911$1.1M0.03%
382BECTON DICKINSON & CO COMBDX4,704$1.1M0.03%
383INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SHINFY48,305$1.1M0.03%
384MICROSTRATEGY INC CL A NEWSTRK3,637$1.1M0.03%
385IDEXX LABS INC45168D1042,547$1.1M0.03%
386GALLAGHER ARTHUR J &CO3635761093,705$1.1M0.03%
387GARMIN LTDGRMN5,078$1.0M0.03%
388VANGUARD CONSUMER STAPLES ETF92204A2074,942$1.0M0.02%
389SOUTHERN CO COMSOMN12,685$1.0M0.02%
390NUSCALE PWR CORP CL A COMNU57,587$1.0M0.02%
391ISHARES MSCI USA EQUAL WEIGHTED ETF46428668110,719$1.0M0.02%
392EXPEDITORS INTL WASH INC3021301099,181$1.0M0.02%
393UNITED RENTALS INCURI1,440$1.0M0.02%
394CHURCH & DWIGHT INCCHD9,683$1.0M0.02%
395NORFOLK SOUTHERN CRP6558441084,319$1.0M0.02%
396CONSOLIDATED EDISON INC COMED11,328$1.0M0.02%
397ACUITY BRANDS INCAYI3,452$1.0M0.02%
398STRIVE EMERGING MARKETS EX-CHINA ETF02072L69836,312$1.0M0.02%
399UIPATH INC CL APATH78,694$1.0M0.02%
400CHUNGHWA TELECOM LTD ADRCHT26,426$994,9390.02%
401TOYOTA MOTOR CORP ADSTOYOF5,108$994,1640.02%
402WIPRO LTD-ADR SPONSORED ADR REPSTG 1 SHWIT280,614$993,3740.02%
403DIMENSIONAL US MARKETWIDE VALUE ETF25434V72424,145$988,0230.02%
404FAIR ISAAC CORPFICO496$987,5010.02%
405STARWOOD PROPERTY TRUSTSTHO52,099$987,2900.02%
406SIMON PROPERTY GROUP INC8288061095,704$982,3200.02%
407CORNING INC COMGLW20,617$979,7260.02%
408ASTRAZENECA PLC- SPONS ADRAZN14,924$977,8770.02%
409INGREDION INC COMINGR7,068$972,3060.02%
410US BANCORP DEL COM NEWUSB-PS20,202$966,2650.02%
411INTERCONTINENTAL EXCHANGE INC COM45866F1046,472$964,4430.02%
412BANK NEW YORK MELLON CORP COM06405810012,450$956,5830.02%
413AFLAC INC COMAFL9,208$952,5520.02%
414SCHLUMBERGER LTD COM STKSLB24,783$950,1820.02%
415FASTENAL COFAST13,208$949,8050.02%
416SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R73919,973$946,5200.02%
417ISHARES 0-3 MONTH TREASURY BOND ETF46436E7189,379$940,9890.02%
418BP PLC SPONSORED ADRBPPFF31,546$932,5200.02%
419ROSS STORES INCROST6,164$932,4450.02%
420SCHWAB US LARGE CAP GROWTH ETF80852430033,426$931,5880.02%
421ISHARES ESG AWARE MSCI EM ETF46434G86327,801$928,2910.02%
422SEMPRA ENERGYSREA10,452$916,9040.02%
423PROLOGIS SHARE BENEFICIAL INTPLDGP8,621$911,2890.02%
424ELEVANCE HEALTH INC COMELV2,457$906,6530.02%
425KBR INCKBR15,562$901,5450.02%
426OTIS WORLDWIDE CORP COMOTIS9,722$900,3750.02%
427DUKE ENERGY CORP NEW COM NEWDUKB8,284$892,5810.02%
428JPMORGAN ULTRA-SHORT INCOME ETF46641Q83717,616$887,3640.02%
429O REILLY AUTOMOTIVE INC67103H107742$879,8640.02%
430EOG RESOURCES INCEOG7,172$879,1540.02%
431CIGNA CORP1255231003,163$873,5100.02%
432ENBRIDGE INC COMENNPF20,329$862,5970.02%
433FIRST TRUST NATURAL GAS ETF33733E80734,858$858,5530.02%
434TARGA RES CORP COMTRGP4,802$857,2060.02%
435INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ20,578$856,2510.02%
436TFI INTL INC COM87241L1096,306$851,9150.02%
437PACCAR INC COMPCAR8,123$845,0450.02%
438SONY GROUP CORP SPONSORED ADRSNEJF39,903$844,3630.02%
439AUTODESK INCADSK2,853$843,4390.02%
440VANGUARD ESG INTERNATIONAL STOCK ETF92191072514,765$837,1760.02%
441ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54917,941$833,1810.02%
442SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF80852477135,169$832,8250.02%
443AVANTIS U.S. SMALL CAP VALUE ETF0250728778,534$823,7870.02%
444COPART INCCPRT14,332$822,5130.02%
445OCCIDENTAL PETE CORP COM67459910516,594$819,9160.02%
446ARK INNOVATION ETF00214Q10414,391$816,9810.02%
447PURE STORAGE INC CL A74624M10213,271$815,2950.02%
448CLOROX CO DEL COMCLX5,006$813,0440.02%
449LPL FINL HLDGS INC COM50212V1002,479$809,4380.02%
450DIGITAL REALTY TRUST INC2538681034,553$807,5180.02%
451ROYAL BANK OF CANADA7800871026,681$805,1350.02%
452ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD4642881587,602$801,8590.02%
453SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20955,222$800,1760.02%
454AON CORPAON2,222$798,1970.02%
455DIAGEO PLCDGEAF6,278$798,1300.02%
456HILTON WORLDWIDE HLDGS INC COMHLT3,206$792,3950.02%
457ISHARES MSCI EAFE GROWTH ETF4642888858,154$789,6250.02%
458ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY9,286$787,3770.02%
459REGENERON PHARMACEUTICALS INCREGN1,104$786,4120.02%
460EQUINIX INC COMEQIX825$778,1040.02%
461ISHARES S&P NORTH AMER TECH-SOFTWARE4642875157,746$775,5510.02%
462REPUBLIC SERVICES INC7607591003,840$772,7040.02%
463THE TRADE DESK INC COM CL A88339J1056,567$771,8200.02%
464COINBASE GLOBAL INC COM CL ACOIN3,093$768,1320.02%
465KIMBERLY-CLARK CORP COMKMB5,817$762,2970.02%
466PG&E CORP COMPCG-PX37,738$761,5540.02%
467MARRIOTT INTL INC5719032022,719$758,6360.02%
468ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF4642872427,097$758,2490.02%
469AMDOCS LTDDOX8,836$752,3210.02%
470CASTLE BIOSCIENCES INC COMCSTL27,995$746,0670.02%
471HENRY JACK & ASSOC INC4262811014,255$746,0610.02%
472DOORDASH INC CL ADASH4,434$743,8750.02%
473HEALTH CARE SELECT SECTOR SPDR81369Y2095,396$742,4300.02%
474HDFC BK LTD ADR REPSTG 3 SHSHDB11,579$739,4350.02%
475AGILENT TECH INCA5,463$733,9450.02%
476ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF46435U28329,102$731,6240.02%
477FORTINET INC COMFTNT7,738$731,0860.02%
478FIDELITY ENHANCED LARGE CAP CORE ETF31609211322,127$728,6560.02%
479APPLOVIN CORP COM CL AAPP2,244$726,8690.02%
480AMERICAN ELEC PWR CO INC COM0255371017,858$724,8040.02%
481CBRE GROUP INC ACBRE5,505$722,7510.02%
482PNC FINL SVCS GROUP INC COM6934751053,732$719,8190.02%
483ISHARES S&P MIDCAP 400 GROWTH INDEX4642876067,910$719,2560.02%
484LOEWS CORP COML8,459$716,4250.02%
485PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4677,137$710,5470.02%
486COGNIZANT TECH SOLUTIONS CORPCTSH9,153$703,9410.02%
487SPDR S&P500 ETF JUN 30 25 $542 (100 SHS)7274169VR1,200$703,2960.02%
488GUIDEWIRE SOFTWARE INCGWRE4,148$699,2700.02%
489ELECTRONICS ARTSEA4,774$698,4810.02%
490BHP GROUP LTD SPONSORED ADSBHPLF14,275$697,0740.02%
491FIDELITY WISE ORIGIN BITCOIN FUNDFBTC8,520$695,0720.02%
492HEWLETT PACKARD ENTERPRISE CO COMHPE-PC32,311$689,8610.02%
493GOLDMAN SACHS BDC INC SHSGSBD57,002$689,7240.02%
494KINDER MORGAN INCEP-PC24,999$684,9890.02%
495OLD REP INTL CORP COM68022310418,884$683,4210.02%
496GRAND CANYON ED INCLOPE4,165$682,2270.02%
497BOK FINL CORP COM NEW05561Q2016,399$681,1740.02%
498WILLIAMS COS INC COM96945710012,580$680,8640.02%
499WORKDAY INC COMWDAY2,636$680,1670.02%
500DELL TECHNOLOGIES INC CL CDELL5,876$677,2350.02%