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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 2025 · Filed July 8, 2025 · Accession 0001690010-25-000005

Total Value
$5.00B
Positions
3,536
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 INDEX464287200731,911$454.4M9.67%
2ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,638,760$356.3M7.58%
3CORCEPT THERAPEUTICS INC COMCORT3,871,123$284.1M6.04%
4APPLE INCAAPL929,883$190.8M4.06%
5NVIDIA CORPNVDA1,109,237$175.2M3.73%
6MICROSOFTMSFT296,859$147.7M3.14%
7ISHARES CORE MSCI EAFE ETF46432F8421,059,365$88.4M1.88%
8ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK1,578,498$86.0M1.83%
9AMAZON.COM INCAMZN385,949$84.7M1.80%
10CVB FINL CORP COM1266001053,822,248$75.6M1.61%
11VANGUARD LARGE CAP922908637233,612$66.6M1.42%
12ALPHABET INC CAP STK CL CGOOG347,731$61.7M1.31%
13JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8521,289,076$58.1M1.24%
14GOOGLE INCGOOG323,533$57.0M1.21%
15ISHARES S&P 500 GROWTH ETF464287309476,097$52.4M1.11%
16META PLATFORMS INC CL AMETA70,957$52.4M1.11%
17COSTCO WHOLESALE CORP22160K10546,559$46.1M0.98%
18VANGUARD TOTAL STK MKT922908769150,437$45.7M0.97%
19NETFLIX COM INCNFLX29,351$39.3M0.84%
20JPMORGAN CHASE & CO. COMVYLD132,465$38.4M0.82%
21BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A78,349$38.1M0.81%
22VANGUARD SMALL CAP ETF922908751158,502$37.6M0.80%
23ISHARES MSCI USA QUALITY FACTOR ETF46432F339188,562$34.5M0.73%
24VISA INCV83,385$29.6M0.63%
25VANGUARD FTSE DEVELOPED MARKETS ETF921943858503,239$28.7M0.61%
26PALANTIR TECHNOLOGIES INC CL APLTR206,078$28.1M0.60%
27SPDR S&P 500 ETF TRUSTSPY45,352$28.0M0.60%
28VANGUARD S&P 500 ETF92290836348,911$27.8M0.59%
29POWERSHARES QQQ TRIVZ47,024$25.9M0.55%
30AVAGO TECHNOLOGIES LTDAVGO91,378$25.2M0.54%
31UBER TECHNOLOGIES INC COMUBER269,872$25.2M0.54%
32ISHARES GLOBAL TECH ETF464287291266,994$24.7M0.52%
33ISHARES AGGREGATE BOND ETF464287226247,071$24.5M0.52%
34VANGUARD VALUE ETF922908744134,793$23.8M0.51%
35TESLA MOTORS INCTSLA74,830$23.8M0.51%
36MASTERCARD INCMA41,293$23.2M0.49%
37VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870267,850$22.2M0.47%
38ELI LILLY & CO COMLLY28,482$22.2M0.47%
39INTUITIVE SURGICAL, INC.ISRG39,953$21.7M0.46%
40INTUIT INCINTU25,296$19.9M0.42%
41ISHARES CORE MSCI EMERGING MARKETS ETF46434G103331,642$19.9M0.42%
42ABBVIE INC COMABBV104,614$19.4M0.41%
43ISHARES MSCI EAFE ETF464287465215,861$19.3M0.41%
44CROWN CASTLE INTL CORPCCI185,213$19.0M0.40%
45SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805249,215$18.7M0.40%
46SALESFORCE COMCRM67,794$18.5M0.39%
47BLACKROCK FLEXIBLE INCOME ETFBLK340,920$18.0M0.38%
48ISHARES INTERNATIONAL SELECT DIVIDEND ETF464288448521,042$18.0M0.38%
49ISHARES 1-3 YR CREDIT BOND ETF464288646335,115$17.7M0.38%
50ABBOTT LABS COMABLZF129,750$17.6M0.38%
51BOOKING HOLDINGS INC COMBKNG2,927$16.9M0.36%
52ACCENTURE LTD BERMUDA CL AACN56,127$16.8M0.36%
53TJX COS INC NEW COM872540109133,633$16.5M0.35%
54VANGUARD MID CAP92290862956,692$15.9M0.34%
55CHEVRON CORP NEW COMCVX106,396$15.2M0.32%
56WALMART INC COMWMT155,073$15.2M0.32%
57SCHWAB US DIVIDEND EQUITY ETF808524797569,755$15.1M0.32%
58SPDR GOLD ETFGLD48,340$14.7M0.31%
59THERMO FISHER SCIENTIFIC INC COMTMO35,195$14.3M0.30%
60VANGUARD FTSE EMERGING MARKETS ETF922042858285,917$14.1M0.30%
61ORACLE CORPORATIONORCL-PD64,139$14.0M0.30%
62ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513158,674$12.8M0.27%
63VANGUARD SHORT TERM CORP BOND FD ETF92206C409160,550$12.8M0.27%
64ADOBE SYS INCADBE32,532$12.6M0.27%
65ISHARES RUSSELL 1000 GROWTH ETF46428761428,937$12.3M0.26%
66CROWDSTRIKE HLDGS INC CL ACRWD23,773$12.1M0.26%
67PALO ALTO NETWORKS INC COMPANW59,019$12.1M0.26%
68VANGUARD DIVIDEND APPRECIATION ETF92190884457,579$11.8M0.25%
69BLACKROCK INCBLK11,090$11.6M0.25%
70ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF46434V878225,920$11.5M0.24%
71COUPANG INC CL ACPNG380,165$11.4M0.24%
72ISHARES CORE S&P MID CAP ETF464287507182,846$11.3M0.24%
73HOME DEPOTHD30,501$11.2M0.24%
74JOHNSON & JOHNSON COMJNJ72,857$11.1M0.24%
75ISHARES S&P 500 VALUE ETF46428740856,938$11.1M0.24%
76HONEYWELL INTL INC43851610647,357$11.0M0.23%
77DONALDSON INC COMDCI150,313$10.4M0.22%
78ECOLAB INC COMECL38,269$10.3M0.22%
79REALTY INCOME CORPO178,337$10.3M0.22%
80PROCTER AND GAMBLE CO COM74271810963,267$10.1M0.21%
81SHERWIN WILLIAMS CO COMSHW29,017$10.0M0.21%
82NEXTERA ENERGY INC COMNEE-PW139,940$9.7M0.21%
83ISHARES MSCI INTL QUALITY FACTOR ETF46434V456221,897$9.6M0.20%
84ROPER INDUSTRIES INCROP16,387$9.3M0.20%
85ISHARES S&P SMALLCAP 600 ETF46428780484,874$9.3M0.20%
86VANGUARD REIT INDEX ETF922908553102,738$9.1M0.19%
87VANGUARD SMALL CAP VALUE ETF92290861146,895$9.1M0.19%
88ISHARES MSCI USA MIN VOL FACTOR ETF46429B69795,801$9.0M0.19%
89UNITEDHEALTH GROUPUNH28,601$8.9M0.19%
90GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ49,074$8.9M0.19%
91VANGUARD GROWTH ETF92290873620,301$8.9M0.19%
92INTL BUSINESS MACHINESINTR29,063$8.6M0.18%
93TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910037,041$8.4M0.18%
94VERIZON COMMUNICATIONSVZ192,982$8.4M0.18%
95VANGUARD INFORMATION TECHNOLOGY92204A70212,286$8.1M0.17%
96PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND72201R57780,378$8.1M0.17%
97MCCORMICK & CO INC COM NON VTGMKC-V106,133$8.0M0.17%
98ISHARES ESG AWARE MSCI USA ETF46435G42559,470$8.0M0.17%
99VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768114,273$7.9M0.17%
100COLGATE PALMOLIVE CO COMCL86,393$7.9M0.17%
101SCHWAB INTERNATIONAL EQUITY ETF808524805353,286$7.8M0.17%
102CISCO SYS INCCSCO112,301$7.8M0.17%
103ISHARES U.S. EQUITY FACTOR ETF46434V282121,446$7.8M0.17%
104STRYKER CORPSYK19,616$7.8M0.17%
105MORGAN STANLEYMS-PQ54,685$7.7M0.16%
106ISHARES RUSSELL 1000 VALUE ETF46428759839,530$7.7M0.16%
107FIDELITY TOTAL BOND ETF316188309165,088$7.6M0.16%
108ISHARES TR MSCI ACWIINDEX FD46428825757,472$7.4M0.16%
109QUANTA SERVICES INC74762E10218,173$6.9M0.15%
110EXXON MOBIL CORP COMXOM63,542$6.8M0.15%
111ILLINOIS TOOL WKS INC COM45230810927,638$6.8M0.15%
112ENERGY SELECT SECTOR SPDR81369Y50677,328$6.6M0.14%
113VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681070,664$6.4M0.14%
114COCA COLA CO COMKO89,819$6.4M0.14%
115ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515245,228$6.2M0.13%
116SCHWAB U.S. LARGE-CAP ETF808524201251,925$6.2M0.13%
117DISNEY WALT CO COM25468710649,295$6.1M0.13%
118ISHARES TR LEHMAN SHORT TREA BDFD46428867955,355$6.1M0.13%
119ARISTA NETWORKS INC COM SHSANET59,658$6.1M0.13%
120SCHWAB ETFS- US BROAD MARKET ETF808524102250,368$6.0M0.13%
121ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205255,337$6.0M0.13%
122XYLEM INCXYL45,700$5.9M0.13%
123VANGUARD HIGH DIVIDEND YIELD92194640644,275$5.9M0.13%
124SERVICE NOW INCNOW5,704$5.9M0.12%
125ISHARES TIPS BOND ETF46428717653,084$5.8M0.12%
126ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E726265,684$5.8M0.12%
127ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9240,100$5.8M0.12%
128ISHARES RUSSELL 2000 ETF46428765526,646$5.7M0.12%
129VANGUARD ESG U.S. STOCK ETF92191073351,841$5.7M0.12%
130ISHARES MSCI EMERGING MARKETS ETF464287234117,253$5.7M0.12%
131ZOETIS INC COM CL AZTS36,052$5.6M0.12%
132PAYPAL HLDGS INC COMPYPL75,604$5.6M0.12%
133VANGUARD SHORT-TERM BOND ETF92193782771,224$5.6M0.12%
134ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0230,443$5.6M0.12%
135MONSTER BEVERAGE CORPMNST88,909$5.6M0.12%
136ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E312218,176$5.5M0.12%
137MARKEL CORP HOLDING COMKL2,759$5.5M0.12%
138ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486255,333$5.4M0.11%
139TAKE-TWO INTERACTIVESOFTWRETTWO21,987$5.3M0.11%
140ISHARES MSCI INTL VALUE FACTOR ETF46435G409160,957$5.3M0.11%
141SPDR PORTFOLIO AGGREGATE BOND ETF78464A649205,323$5.3M0.11%
142BERKSHIRE HATHAWAY INC DEL CL ABRK-A7$5.1M0.11%
143PARKER-HANNIFIN CORP COMPH7,302$5.1M0.11%
144STARBUCKS CORPSBUX55,570$5.1M0.11%
145ISHARES EDGE MSCI USA VALUE FACTOR ETF46432F38844,714$5.1M0.11%
146SCHWAB EMERGING MARKET EQ ETF808524706166,807$5.0M0.11%
147RTX CORPORATION COMRTX33,725$4.9M0.10%
148MONDELEZ INTL INC CL A60920710573,009$4.9M0.10%
149BANK AMERICA CORP COM060505104103,435$4.9M0.10%
150ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1194,181$4.9M0.10%
151ISHARES IBONDS DEC 2033 TERM CORPORATE ETF46436E130188,406$4.9M0.10%
152AMERICAN TOWER CORP03027X10022,035$4.9M0.10%
153AT&T INC COMT-PC164,326$4.8M0.10%
154GOLDMAN SACHS GROUP INCGSCE6,646$4.7M0.10%
155PEPSICO INC COMPEP35,510$4.7M0.10%
156BLACKSTONE GROUP LPBX31,297$4.7M0.10%
157MCDONALDS CORP COMMCD15,968$4.7M0.10%
158INVESCO S&P 500 QUALITY ETFIVZ65,283$4.7M0.10%
159PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585171,092$4.5M0.10%
160JPMORGAN ACTIVE BOND ETF46654Q71684,463$4.5M0.10%
161ISHARES DJ US TECHNOLOGY46428772126,016$4.5M0.10%
162SPDR PORTFOLIO S&P 500 ETF78464A85461,649$4.5M0.10%
163ISHARES S&P SMALLCAP 600 VALUE ETF46428787945,035$4.5M0.10%
164VANGUARD TOTAL WORLD STOCK ETF92204274234,834$4.5M0.10%
165GE AEROSPACE COM NEW36960430117,229$4.4M0.09%
166EDWARDS LIFESCIENCES CORP COMEW56,244$4.4M0.09%
167GE VERNOVA INC COMGEV8,271$4.4M0.09%
168ISHARES IBONDS DEC 2034 TERM CORPORATE ETF46438G653161,318$4.2M0.09%
169TEXAS INSTRS INC COM88250810420,109$4.2M0.09%
170AMERICAN EXPRESS CO COMAXP12,937$4.1M0.09%
171ISHARES 1-3 YR TREASURY BOND ETF46428745749,072$4.1M0.09%
172ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828143,484$4.0M0.09%
173VANGUARD TOTAL BOND MARKET ETF92193783554,668$4.0M0.09%
174CATERPILLAR INC COMCAT10,318$4.0M0.09%
175GILEAD SCIENCES INCGILD35,231$3.9M0.08%
176TECHNOLOGY SELECT SECTOR SPDR81369Y80315,368$3.9M0.08%
177VANGUARD ENERGY92204A30632,360$3.9M0.08%
178EMERSON ELEC CO COMEMR28,513$3.8M0.08%
179DANAHER CORP23585110219,141$3.8M0.08%
180ADVANCED MICRO DEVICES INC COMAMD26,500$3.8M0.08%
181US TREASURY 3 MONTH BILL ETF74933W45274,773$3.7M0.08%
182COINBASE GLOBAL INC COM CL ACOIN10,665$3.7M0.08%
183MERCK & CO INCMRK46,986$3.7M0.08%
184VIKING HOLDINGS LTD ORD SHSVIK69,764$3.7M0.08%
185PHILIP MORRIS INTL INC71817210920,402$3.7M0.08%
186ISHARES S&P U.S. PREFERRED STOCK ETF464288687117,243$3.6M0.08%
187SYNOPSYS INC COMSNPS6,992$3.6M0.08%
188ANALOG DEVICES INCADI15,042$3.6M0.08%
189GOLUB CAP BDC INC COM38173M102241,741$3.5M0.08%
190CHARLES SCHWAB CORPSCHW-PJ38,710$3.5M0.08%
191APPLIED MATLS INC COM03822210518,919$3.5M0.07%
192SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88985,427$3.5M0.07%
193VICTORYSHARES FREE CASH FLOW ETF92647X83097,682$3.5M0.07%
194TWILIO INC CL ATWLO27,474$3.4M0.07%
195ISHARES GOLD TRUST ETFIAU54,331$3.4M0.07%
196ISHARES MBS ETF46428858835,809$3.4M0.07%
197AIRBNB INC COM CL AABNB25,214$3.3M0.07%
198NIKE INC CLASS BNKE46,151$3.3M0.07%
199ISHARES TR S&P 100 INDEX FUND46428710110,706$3.3M0.07%
200WELLS FARGO CO NEW COM94974610140,668$3.3M0.07%
201CAPITAL ONE FINANCIAL CORP14040H10515,124$3.2M0.07%
202S&P GLOBAL INC COMSPGI6,072$3.2M0.07%
203SPDR PORTFOLIO EMERGING MARKETS ETF78463X50974,782$3.2M0.07%
204LINDE PLC SHSLIN6,774$3.2M0.07%
205EATON CORP PLC SHSETN8,749$3.1M0.07%
206LULULEMON ATHLETICA INCLULU13,007$3.1M0.07%
207NOVO-NORDISK A/S ADR ADR CMNNONOF44,735$3.1M0.07%
208ISHARES NATIONAL MUNI BOND ETF46428841428,774$3.0M0.06%
209AUTOMATIC DATA PROCESSING INC COMADP9,744$3.0M0.06%
210LOCKHEED MARTIN CORPLMT6,481$3.0M0.06%
211T-MOBILE US INC COMTMUSZ12,187$2.9M0.06%
212SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A47495,967$2.9M0.06%
213WASTE MANAGEMENT INC94106L10912,451$2.8M0.06%
214VANGUARD MEGA CAP 300 ETF92191087312,596$2.8M0.06%
215ISHARES IBONDS DEC 2031 TERM TREASURY ETF46436E460134,996$2.8M0.06%
216ISHARES IBONDS DEC 2030 TERM TREASURY ETF46436E593139,395$2.8M0.06%
217ISHARES IBONDS DEC 2029 TERM TREASURY ETF46436E825125,708$2.8M0.06%
218ISHARES IBONDS DEC 2028 TERM TREASURY ETF46436E833122,891$2.7M0.06%
219ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E841121,750$2.7M0.06%
220AMGEN INCAMGN9,797$2.7M0.06%
221PALANTIR TECHNOLOGIES IN PUT OPT 09/25 45.0 PUTPLTR20,000$2.7M0.06%
222VANECK SEMICONDUCTOR ETF92189F6769,732$2.7M0.06%
223VANGUARD RUSSELL 1000 ETF92206C7309,635$2.7M0.06%
224SHOPIFY INC CL A SUB VTG SHSSHOP23,042$2.7M0.06%
225QUALCOMM INC COMQCOM16,613$2.6M0.06%
226PROGRESSIVE CORP COM7433151039,875$2.6M0.06%
227CORTEVA INC COMCTVA35,300$2.6M0.06%
228ROBLOX CORP CL ARBLX24,931$2.6M0.06%
229JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65451,088$2.6M0.06%
230JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33245,589$2.6M0.06%
231CONOCOPHILLIPS COMCOP28,464$2.6M0.05%
232CADENCE DESIGN SYSTEM INC COMCDNS8,220$2.5M0.05%
233ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39610,538$2.5M0.05%
234VANGUARD 0-3 MONTH TREASURY BILL ETF92204084532,722$2.5M0.05%
235SNOWFLAKE INC CL ASNOW10,964$2.5M0.05%
236ALTRIA GROUP INC COMMO41,818$2.5M0.05%
237AMPHENOL CORP CL A03209510124,608$2.4M0.05%
238DRAFTKINGS INC NEW COM CL ADKNG56,630$2.4M0.05%
239ISHARES BITCOIN TRUST ETFIBIT39,448$2.4M0.05%
240ISHARES U.S. TREASURY BOND ETF46429B267104,211$2.4M0.05%
241CITIGROUP INCC-PR28,032$2.4M0.05%
242FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84631,331$2.4M0.05%
243COMCAST CORP NEW CL ACCZ66,250$2.4M0.05%
244VERTEX PHARMACEUTICALS INVRTX5,266$2.3M0.05%
245ISHARES CORE TOTAL USD BOND MARKET ETF46434V61350,505$2.3M0.05%
246NUSCALE PWR CORP CL A COMNU58,529$2.3M0.05%
247AMERIPRISE FINL INC COM03076C1064,337$2.3M0.05%
248KKR & CO LPKKRT17,166$2.3M0.05%
249INVESCO NASDAQ INTERNET ETFIVZ43,715$2.3M0.05%
250ISHARES TR RUSSELL 1000 INDEX ETF4642876226,708$2.3M0.05%
251SPOTIFY TECHNOLOGY S A SHSSPOT2,931$2.2M0.05%
252FEDEX CORPFDX9,880$2.2M0.05%
253PFIZER INC COMPFE92,345$2.2M0.05%
254ASML HOLDING N V N Y REGISTRY SHSASMLF2,750$2.2M0.05%
255KLA-TENCOR CORPKLAC2,460$2.2M0.05%
256POWERSHARES SP500 LOW VOLATILITY ETFIVZ30,117$2.2M0.05%
257INVESCO LARGE CAP VALUE ETFIVZ35,150$2.2M0.05%
258CUMMINS INC COMCMI6,666$2.2M0.05%
259MOODYS CORPMCO4,347$2.2M0.05%
260ISHARES DJ SELECT DIVIDEND46428716816,309$2.2M0.05%
261ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF46435G21947,549$2.2M0.05%
262FISERV INCFISV12,328$2.1M0.05%
263CERO THERAPEUTICS HLDGS INC COMCEROW220,000$2.1M0.05%
264BOOZ ALLEN HAMILTON HLDG CORP CL ABAH20,187$2.1M0.04%
265ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653333,353$2.1M0.04%
266SPDR BIOTECH ETF78464A87025,129$2.1M0.04%
267GRAINGER W W INC COM3848021041,985$2.1M0.04%
268ISHARES S&P SMALLCAP 600 GROWTH ETF46428788715,366$2.0M0.04%
269FINANCIAL SELECT SECTOR SPDR81369Y60538,987$2.0M0.04%
270HORMEL FOODS CORP COMHRL67,235$2.0M0.04%
271HARTFORD FINL SVCS GROUP INCHIG-PG15,824$2.0M0.04%
272SS&C TECHNOLOGIES HLDGS INC COMSSNC24,017$2.0M0.04%
273ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76431,459$2.0M0.04%
274VANGUARD SMALL-CAP GROWTH ETF9229085957,163$2.0M0.04%
275UNITED PARCEL SERVICE INCUPS19,609$2.0M0.04%
276ISHARES TR RUSSELL MIDCAP INDEX FD46428749921,467$2.0M0.04%
277DIAMONDBACK ENERGY INC COMFANG14,361$2.0M0.04%
278SAP AKTIENGESELLSCHAFT ADRSAPGF6,484$2.0M0.04%
279TORO CO COMTORO27,707$2.0M0.04%
280INTEL CORP COMINTC84,445$1.9M0.04%
281ARES MGMT L PARES-PB10,888$1.9M0.04%
282FREEPORT MCMORAN COPPERFCX43,391$1.9M0.04%
283BOEING CO COMBA-PA8,970$1.9M0.04%
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290TRAVELERS COMPANIES INC COMTRV6,866$1.8M0.04%
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295LOWES COS INC COM5486611078,087$1.8M0.04%
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298PAYONEER GLOBAL INC COMPAYO257,825$1.8M0.04%
299DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73259,430$1.8M0.04%
300BOSTON SCIENTIFIC CORPBSX16,370$1.8M0.04%
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304DEERE & CO COMDE3,298$1.7M0.04%
305MICRON TECHNOLOGYMU13,580$1.7M0.04%
306ISHARES ESG AWARE MSCI EAFE ETF46435G51618,602$1.7M0.04%
307CANADIAN PAC RAILWAYLTDCP20,929$1.7M0.04%
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309LAM RESEARCH CORPLRCX16,843$1.6M0.03%
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311MICROSTRATEGY INC CL A NEWSTRK4,031$1.6M0.03%
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313DIMENSIONAL U.S. EQUITY MARKET ETF25434V40124,122$1.6M0.03%
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315DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70844,527$1.6M0.03%
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317ISHARES RUSSELL 2000 VALUE4642876309,897$1.6M0.03%
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319ISHARES RUSSELL MIDCAP GROWTH ETF46428748111,036$1.5M0.03%
320UNILEVER PLC SPON ADR NEWUNLYF24,879$1.5M0.03%
321ISHARES TR S&P CALIF MUN BD FD46428835627,174$1.5M0.03%
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324CHIPOTLE MEXICAN GRILL INCCMG26,604$1.5M0.03%
325TRANSDIGM GROUP INC COM DELAWARETDG982$1.5M0.03%
326MARSH & MCLENNAN COS INC COM5717481026,830$1.5M0.03%
327CONSTELLATION BRANDS INC CL ASTZ9,123$1.5M0.03%
328AVANTIS U.S. LARGE CAP VALUE ETF02507234921,740$1.5M0.03%
329NOVARTIS AG ADRNVSEF12,125$1.5M0.03%
330PIMCO MUN INCOME FD II COM72200W106196,093$1.5M0.03%
331INVESCO LARGE CAP GROWTH ETFIVZ12,330$1.4M0.03%
332ENTERPRISE PRODS PARTNERS L P29379210746,686$1.4M0.03%
333CHICAGO MERCANTILE HLDGS INCCME5,239$1.4M0.03%
334ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD46428815813,503$1.4M0.03%
335DUPONT DE NEMOURS INC COMDD20,665$1.4M0.03%
336PIMCO CORPORATE & INCOME OPPOR COMPTY101,430$1.4M0.03%
337MARATHON PETE CORPMARA8,470$1.4M0.03%
338MERCADOLIBRE INCMELI532$1.4M0.03%
339SPDR S&P INTERNATIONAL DIVIDEND ETF78463X77232,834$1.4M0.03%
340IDEXX LABS INC45168D1042,569$1.4M0.03%
341ISHARES TR HIGH DIVID EQUITY FD46429B66311,666$1.4M0.03%
342BRISTOL-MYERS SQUIBB CO COMCELG-RI29,333$1.4M0.03%
343GENERAL DYNAMICS CORP COMGD4,653$1.4M0.03%
344VANGUARD TELECOMMUNICATIONS SERVICES ETF92204A8847,927$1.4M0.03%
345DOORDASH INC CL ADASH5,487$1.4M0.03%
346ISHARES CORE S&P U.S. GROWTH ETF4642876718,948$1.3M0.03%
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348ALLSTATE CORPALL-PJ6,553$1.3M0.03%
349INTERCONTINENTAL EXCHANGE INC COM45866F1047,187$1.3M0.03%
350PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77514,269$1.3M0.03%
351GALLAGHER ARTHUR J &CO3635761094,083$1.3M0.03%
352ISHARES RUSSELL MIDCAP VALUE INDEX4642874739,890$1.3M0.03%
353VANGUARD MEGA CAP GROWTH ETF9219108163,566$1.3M0.03%
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355SOUTHERN CO COMSOMN14,079$1.3M0.03%
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357UNION PAC CORP COMUNP5,608$1.3M0.03%
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359CIGNA CORP1255231003,890$1.3M0.03%
360VANGUARD INDUSTRIALS ETF92204A6034,535$1.3M0.03%
361WISDOMTREE LARGE CAP DIVIDENDWT15,378$1.3M0.03%
362SCHWAB ETFS- US SMALL-CAP ETF80852460749,078$1.2M0.03%
363ARES CAPITAL CORP COMARCC56,525$1.2M0.03%
364BANK NEW YORK MELLON CORP COM06405810013,554$1.2M0.03%
365JPMORGAN INCOME ETF46641Q15926,480$1.2M0.03%
366WPP 2012 PLC DR EACH REPR 5 SHSWPPGF34,996$1.2M0.03%
367AIR PRODS & CHEMS INC COMAIIR4,337$1.2M0.03%
368TEXAS ROADHOUSE INCTXRH6,508$1.2M0.03%
369FASTENAL COFAST28,949$1.2M0.03%
370GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y29319,360$1.2M0.03%
371VANGUARD CONSUMER DISCRETIONARY92204A1083,314$1.2M0.03%
372VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085127,260$1.2M0.03%
373UNITY SOFTWARE INC COMU49,216$1.2M0.03%
374DR REDDYS LABS LTD ADR25613520378,440$1.2M0.03%
375STARWOOD PROPERTY TRUSTSTHO58,685$1.2M0.03%
376METLIFE INC COMMET-PF14,640$1.2M0.03%
377ROYAL DUTCH SHELL PLC-ADRRYDAF16,697$1.2M0.03%
378ISHARES CORE DIVIDEND GROWTH ETF46434V62118,287$1.2M0.02%
379MAPLEBEAR INC COMCART25,845$1.2M0.02%
380PHILLIPS 66PSX9,768$1.2M0.02%
381DYNATRACE INC COM NEWDT21,014$1.2M0.02%
382INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ24,187$1.2M0.02%
383UNISYS CORP COM NEWUIS253,427$1.1M0.02%
384STRIVE EMERGING MARKETS EX-CHINA ETF02072L69836,746$1.1M0.02%
385EQT CORP COMEQT19,419$1.1M0.02%
386FIRST SOLAR INCFSLR6,828$1.1M0.02%
387PROSHARES ULTRAPRO QQQ74347X83113,615$1.1M0.02%
388CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4075,199$1.1M0.02%
389EXPONENT INCEXPO14,997$1.1M0.02%
390SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF78468R66312,122$1.1M0.02%
391VANGUARD EUROPEAN92204287414,271$1.1M0.02%
392CHUNGHWA TELECOM LTD ADRCHT23,624$1.1M0.02%
393VANGUARD CONSUMER STAPLES ETF92204A2075,022$1.1M0.02%
394SCHWAB US MID-CAP ETF80852450839,187$1.1M0.02%
395VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40721,950$1.1M0.02%
396UNITED RENTALS INCURI1,437$1.1M0.02%
397INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SHINFY58,382$1.1M0.02%
398AUTODESK INCADSK3,487$1.1M0.02%
399ISHARES U.S. MEDICAL DEVICES ETF46428881017,226$1.1M0.02%
400FIDELITY COMWLTH TR31591280813,395$1.1M0.02%
401MOTOROLA SOLUTIONS INC COM NEWMSI2,544$1.1M0.02%
402INGREDION INC COMINGR7,847$1.1M0.02%
403ISHARES MSCI USA EQUAL WEIGHTED ETF46428668110,733$1.1M0.02%
404CORNING INC COMGLW20,110$1.1M0.02%
405CLOUDFLARE INC CL A COMNET5,370$1.1M0.02%
406GARMIN LTDGRMN5,036$1.1M0.02%
407AMDOCS LTDDOX11,455$1.0M0.02%
408ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY9,164$1.0M0.02%
409ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY46428812513,545$1.0M0.02%
410ISHARES ESG AWARE MSCI EM ETF46434G86326,237$1.0M0.02%
411GMO U.S. QUALITY ETF SHS90139K10029,938$1.0M0.02%
412NORFOLK SOUTHERN CRP6558441083,997$1.0M0.02%
413JABIL CIRCUIT INCJBL4,659$1.0M0.02%
414ISHARES 0-3 MONTH TREASURY BOND ETF46436E71810,090$1.0M0.02%
415UNITED MICROELECTRONICS CORPOR SPONSORED AUMC132,375$1.0M0.02%
416ISHARES 10-20 YEAR TREASURY BOND ETF4642886539,961$1.0M0.02%
417JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20318,590$1.0M0.02%
418DIMENSIONAL US MARKETWIDE VALUE ETF25434V72423,644$999,6490.02%
419AFLAC INC COMAFL9,433$994,8560.02%
420VANGUARD INTERMEDIATE-TERM BOND92193781912,858$994,4380.02%
421AMERICAN ELEC PWR CO INC COM0255371019,559$991,8570.02%
422UIPATH INC CL APATH77,363$990,2410.02%
423HCA INCHCA2,559$980,3110.02%
424TE CONNECTIVITY LTDTEL5,811$980,1160.02%
425ASTRAZENECA PLC- SPONS ADRAZN13,940$974,1520.02%
426REPUBLIC SERVICES INC7607591003,944$972,6290.02%
427ISHARES MSCI USA SIZE FACTOR ETF46432F3706,281$970,6350.02%
428O REILLY AUTOMOTIVE INC67103H10710,743$968,3070.02%
429US BANCORP DEL COM NEWUSB-PS21,312$964,3510.02%
430LIVE NATION, INC.LYV6,371$963,8050.02%
431ROYAL CARRIBBEAN CRUISES LTDV7780T1033,072$962,0480.02%
432GUIDEWIRE SOFTWARE INCGWRE4,036$950,2760.02%
433JOHNSON CTLS INCG515021058,970$947,4120.02%
434LPL FINL HLDGS INC COM50212V1002,514$942,6930.02%
435SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF80852477138,176$936,8300.02%
436VERISIGN INCVRSN3,206$925,9060.02%
437WELLTOWER INC COMWELL6,021$925,6610.02%
438FIDELITY WISE ORIGIN BITCOIN FUNDFBTC9,817$922,6870.02%
439ROYAL BANK OF CANADA7800871026,970$916,9110.02%
440SEA LTD SPONSORD ADSSE5,729$916,3060.02%
441AXON ENTERPRISE INC COMAXON1,094$906,0640.02%
442FAIR ISAAC CORPFICO495$904,3100.02%
443LABORATORY CORP OF AMERICALH3,419$897,6150.02%
444GENERAL MLS INC COM37033410417,263$894,4150.02%
445GENERAL MOTORS CORP37045V10018,122$891,7830.02%
446KOOKMIN BK NEW SPONSORED ADR48241A10510,756$888,3380.02%
447ELEVANCE HEALTH INC COMELV2,282$887,7260.02%
448AMEDISYS INC0234361089,020$887,4780.02%
449ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66321,363$882,9330.02%
450CONSTELLATION ENERGY CORP COMCEG2,704$872,8380.02%
451SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R5238,763$871,3050.02%
452DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V30230,090$871,1160.02%
453AUTOZONE INC NEVAZO235$870,5180.02%
454IQVIA HLDGS INC COMIQV5,521$870,0200.02%
455ENBRIDGE INC COMENNPF19,099$865,5610.02%
456PROLOGIS SHARE BENEFICIAL INTPLDGP8,228$864,9700.02%
457SONY GROUP CORP SPONSORED ADRSNEJF33,189$863,9080.02%
458CASEYS GEN STORES INC1475281031,690$862,3710.02%
459SIMON PROPERTY GROUP INC8288061095,346$859,4200.02%
460ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B68910,213$858,5050.02%
461JPMORGAN ULTRA-SHORT INCOME ETF46641Q83716,838$853,3730.02%
462FIDELITY NATL INFO SVCS31620M10610,445$850,3180.02%
463DIMENSIONAL INTERNATIONAL VALUE ETF25434V80719,850$850,1780.02%
464ISHARES S&P NORTH AMER TECH-SOFTWARE4642875157,754$849,0880.02%
465ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83410,980$848,8830.02%
466EXPEDITORS INTL WASH INC3021301097,403$845,7600.02%
467TARGA RES CORP COMTRGP4,835$841,7190.02%
468BLACKSTONE MTG TR INC COM CL ABX43,660$840,4620.02%
469ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G32611,013$837,4100.02%
470VANGUARD ESG INTERNATIONAL STOCK ETF92191072512,775$836,7630.02%
471KINDER MORGAN INCEP-PC28,449$836,3860.02%
472KIMBERLY-CLARK CORP COMKMB6,466$833,6150.02%
473HSBC HOLDINGS PLC SPONS ADRHBCYF13,704$833,0900.02%
474DELL TECHNOLOGIES INC CL CDELL6,784$831,7130.02%
475SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20955,008$831,1700.02%
476DIAGEO PLCDGEAF8,222$829,0990.02%
477SEMPRA ENERGYSREA10,907$826,3920.02%
478HILTON WORLDWIDE HLDGS INC COMHLT3,100$825,6540.02%
479ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54917,293$822,1260.02%
480COGNIZANT TECH SOLUTIONS CORPCTSH10,524$821,1690.02%
481GRAND CANYON ED INCLOPE4,320$816,4800.02%
482ISHARES MSCI EAFE GROWTH ETF4642888857,280$815,4060.02%
483HEWLETT PACKARD ENTERPRISE CO COMHPE-PC39,404$805,8220.02%
484WILLIAMS COS INC COM96945710012,742$800,3320.02%
485OTIS WORLDWIDE CORP COMOTIS8,082$800,2800.02%
486ROSS STORES INCROST6,267$799,5200.02%
487VERISK ANALYTICS INCCL AVRSK2,565$798,9500.02%
488DIGITAL REALTY TRUST INC2538681034,544$792,2400.02%
489ISHARES MSCI EAFE SMALL CAP ETF46428827310,861$789,4100.02%
490ISHARES TRUST MSCI CHINA INDEX FD46429B67114,300$787,9300.02%
491ISHARES MSCI ACWI EX U.S. ETF46428824012,910$786,7180.02%
492BP PLC SPONSORED ADRBPPFF26,211$784,4890.02%
493ISHARES S&P MIDCAP 400 GROWTH INDEX4642876068,611$783,4290.02%
494AMERICAN WATER WORKS CO0304201035,610$780,4440.02%
495PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A4677,749$780,3590.02%
496ONEOK INC NEW COMOKE9,548$779,4160.02%
497FORTINET INC COMFTNT7,354$777,4870.02%
498DATADOG INC CL A COMDDOG5,787$777,3750.02%
499MARRIOTT INTL INC5719032022,794$763,3670.02%
500ACUITY BRANDS INCAYI2,556$762,6500.02%