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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 2025 · Filed November 13, 2025 · Accession 0001690010-25-000009

Total Value
$5.46B
Positions
3,547
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 INDEX464287200818,542$547.9M10.68%
2ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871502,368,911$345.0M6.72%
3CORCEPT THERAPEUTICS INC COMCORT3,871,452$321.8M6.27%
4APPLE INCAAPL950,107$241.9M4.71%
5NVIDIA CORPNVDA1,124,232$209.8M4.09%
6MICROSOFTMSFT300,781$155.8M3.04%
7ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETFBLK1,980,204$117.2M2.28%
8AMAZON.COM INCAMZN394,149$86.5M1.69%
9ALPHABET INC CAP STK CL CGOOG351,838$85.7M1.67%
10GOOGLE INCGOOG323,338$78.6M1.53%
11CVB FINL CORP COM1266001053,822,457$72.3M1.41%
12VANGUARD LARGE CAP922908637218,243$67.2M1.31%
13JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8521,429,706$65.3M1.27%
14ISHARES CORE MSCI EAFE ETF46432F842652,646$57.0M1.11%
15AVANTIS INTERNATIONAL EQUITY ETF025072703704,135$55.6M1.08%
16META PLATFORMS INC CL AMETA74,892$55.0M1.07%
17VANGUARD TOTAL STK MKT922908769149,197$49.0M0.95%
18COSTCO WHOLESALE CORP22160K10546,538$43.1M0.84%
19JPMORGAN CHASE & CO. COMVYLD133,706$42.2M0.82%
20VANGUARD SMALL CAP ETF922908751158,099$40.2M0.78%
21BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A76,879$38.7M0.75%
22PALANTIR TECHNOLOGIES INC CL APLTR206,310$37.6M0.73%
23TESLA MOTORS INCTSLA81,013$36.0M0.70%
24NETFLIX COM INCNFLX29,970$35.9M0.70%
25ISHARES MSCI USA QUALITY FACTOR ETF46432F339168,359$32.7M0.64%
26AVAGO TECHNOLOGIES LTDAVGO94,932$31.3M0.61%
27SPDR S&P 500 ETF TRUSTSPY45,987$30.6M0.60%
28VANGUARD FTSE DEVELOPED MARKETS ETF921943858508,657$30.5M0.59%
29POWERSHARES QQQ TRIVZ50,721$30.5M0.59%
30VANGUARD S&P 500 ETF92290836348,477$29.7M0.58%
31ISHARES GLOBAL TECH ETF464287291282,174$29.1M0.57%
32VISA INCV83,985$28.7M0.56%
33BLACKROCK FLEXIBLE INCOME ETFBLK511,503$27.2M0.53%
34VANGUARD VALUE ETF922908744143,613$26.8M0.52%
35ISHARES AGGREGATE BOND ETF464287226255,450$25.6M0.50%
36UBER TECHNOLOGIES INC COMUBER255,330$25.0M0.49%
37ABBVIE INC COMABBV105,213$24.4M0.47%
38MASTERCARD INCMA41,126$23.4M0.46%
39VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870272,314$22.9M0.45%
40ELI LILLY & CO COMLLY29,217$22.3M0.43%
41ISHARES CORE MSCI EMERGING MARKETS ETF46434G103334,802$22.1M0.43%
42ISHARES MSCI EAFE ETF464287465219,720$20.5M0.40%
43PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND72201R577199,802$20.2M0.39%
44ISHARES INTERNATIONAL SELECT DIVIDEND ETF464288448545,687$19.9M0.39%
45TJX COS INC NEW COM872540109136,928$19.8M0.39%
46SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A805242,863$19.6M0.38%
47ORACLE CORPORATIONORCL-PD65,245$18.3M0.36%
48SPDR GOLD ETFGLD51,572$18.3M0.36%
49INTUITIVE SURGICAL, INC.ISRG40,405$18.1M0.35%
50INTUIT INCINTU26,318$18.0M0.35%
51THERMO FISHER SCIENTIFIC INC COMTMO35,786$17.4M0.34%
52CHEVRON CORP NEW COMCVX110,990$17.2M0.34%
53ABBOTT LABS COMABLZF128,658$17.2M0.34%
54VANGUARD MID CAP92290862955,115$16.2M0.32%
55SALESFORCE COMCRM67,275$15.9M0.31%
56WALMART INC COMWMT152,992$15.8M0.31%
57BOOKING HOLDINGS INC COMBKNG2,914$15.7M0.31%
58VANGUARD FTSE EMERGING MARKETS ETF922042858283,995$15.4M0.30%
59CROWN CASTLE INTL CORPCCI154,110$14.9M0.29%
60ISHARES 1-3 YR CREDIT BOND ETF464288646276,106$14.6M0.29%
61JOHNSON & JOHNSON COMJNJ75,467$14.0M0.27%
62ISHARES RUSSELL 1000 GROWTH ETF46428761429,135$13.6M0.27%
63SCHWAB US DIVIDEND EQUITY ETF808524797493,195$13.5M0.26%
64ACCENTURE LTD BERMUDA CL AACN53,030$13.1M0.25%
65VANGUARD SHORT TERM CORP BOND FD ETF92206C409162,705$13.0M0.25%
66ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF464288513157,410$12.8M0.25%
67BLACKROCK INCBLK10,848$12.6M0.25%
68ISHARES CORE S&P MID CAP ETF464287507190,732$12.4M0.24%
69HOME DEPOTHD30,488$12.4M0.24%
70PALO ALTO NETWORKS INC COMPANW60,135$12.2M0.24%
71COUPANG INC CL ACPNG379,821$12.2M0.24%
72VANGUARD DIVIDEND APPRECIATION ETF92190884456,261$12.1M0.24%
73DONALDSON INC COMDCI147,545$12.1M0.24%
74ISHARES S&P 500 VALUE ETF46428740856,943$11.8M0.23%
75VANGUARD GROWTH ETF92290873624,132$11.6M0.23%
76ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF46434V878226,348$11.5M0.22%
77CROWDSTRIKE HLDGS INC CL ACRWD23,335$11.4M0.22%
78ISHARES S&P 500 GROWTH ETF46428730994,353$11.4M0.22%
79ADOBE SYS INCADBE32,201$11.4M0.22%
80ISHARES S&P SMALLCAP 600 ETF46428780493,874$11.2M0.22%
81HONEYWELL INTL INC43851610652,820$11.1M0.22%
82TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910038,823$10.8M0.21%
83NEXTERA ENERGY INC COMNEE-PW137,803$10.4M0.20%
84ECOLAB INC COMECL37,200$10.2M0.20%
85SHERWIN WILLIAMS CO COMSHW29,158$10.1M0.20%
86ISHARES U.S. EQUITY FACTOR ETF46434V282145,962$10.1M0.20%
87VANGUARD SMALL CAP VALUE ETF92290861146,573$9.7M0.19%
88ISHARES MSCI INTL QUALITY FACTOR ETF46434V456218,361$9.6M0.19%
89VANGUARD REIT INDEX ETF922908553104,661$9.6M0.19%
90UNITEDHEALTH GROUPUNH27,331$9.4M0.18%
91PROCTER AND GAMBLE CO COM74271810960,544$9.3M0.18%
92VANGUARD INFORMATION TECHNOLOGY92204A70212,226$9.1M0.18%
93ARISTA NETWORKS INC COM SHSANET62,029$9.0M0.18%
94GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ47,288$9.0M0.17%
95MORGAN STANLEYMS-PQ55,042$8.7M0.17%
96REALTY INCOME CORPO138,369$8.4M0.16%
97VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768113,766$8.4M0.16%
98INTL BUSINESS MACHINESINTR29,483$8.3M0.16%
99ROPER INDUSTRIES INCROP16,624$8.3M0.16%
100SCHWAB INTERNATIONAL EQUITY ETF808524805355,879$8.3M0.16%
101GILEAD SCIENCES INCGILD74,470$8.3M0.16%
102ISHARES ESG AWARE MSCI USA ETF46435G42555,780$8.1M0.16%
103STRYKER CORPSYK21,959$8.1M0.16%
104ISHARES MSCI USA MIN VOL FACTOR ETF46429B69784,520$8.0M0.16%
105QUANTA SERVICES INC74762E10219,191$8.0M0.15%
106ISHARES TR MSCI ACWIINDEX FD46428825757,380$7.9M0.15%
107EXXON MOBIL CORP COMXOM70,311$7.9M0.15%
108ISHARES RUSSELL 1000 VALUE ETF46428759838,454$7.8M0.15%
109CISCO SYS INCCSCO113,809$7.8M0.15%
110VERIZON COMMUNICATIONSVZ171,743$7.5M0.15%
111FIDELITY TOTAL BOND ETF316188309159,012$7.4M0.14%
112PEPSICO INC COMPEP51,027$7.2M0.14%
113ILLINOIS TOOL WKS INC COM45230810926,499$6.9M0.13%
114VANGUARD SHORT-TERM BOND ETF92193782787,060$6.9M0.13%
115XYLEM INCXYL46,048$6.8M0.13%
116MCCORMICK & CO INC COM NON VTGMKC-V101,158$6.8M0.13%
117ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U515259,183$6.6M0.13%
118ENERGY SELECT SECTOR SPDR81369Y50673,572$6.6M0.13%
119ISHARES RUSSELL 2000 ETF46428765526,881$6.5M0.13%
120SCHWAB ETFS- US BROAD MARKET ETF808524102249,352$6.4M0.12%
121COLGATE PALMOLIVE CO COMCL79,916$6.4M0.12%
122MONSTER BEVERAGE CORPMNST94,530$6.4M0.12%
123VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF92194681070,963$6.4M0.12%
124ISHARES MSCI EMERGING MARKETS ETF464287234118,927$6.4M0.12%
125ISHARES IBONDS DEC 2029 TERM CORPORATE ETF46436E205266,511$6.3M0.12%
126VANGUARD HIGH DIVIDEND YIELD92194640643,809$6.2M0.12%
127ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA9252,035$6.1M0.12%
128COCA COLA CO COMKO92,167$6.1M0.12%
129ISHARES IBONDS DEC 2030 TERM CORPORATE ETF46436E726275,562$6.1M0.12%
130GE VERNOVA INC COMGEV9,906$6.1M0.12%
131PARKER-HANNIFIN CORP COMPH7,951$6.0M0.12%
132SCHWAB U.S. LARGE-CAP ETF808524201228,415$6.0M0.12%
133ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA0242,833$5.9M0.12%
134ISHARES IBONDS DEC 2032 TERM CORPORATE ETF46436E312227,475$5.8M0.11%
135ISHARES MSCI INTL VALUE FACTOR ETF46435G409160,775$5.7M0.11%
136GOLDMAN SACHS GROUP INCGSCE7,162$5.7M0.11%
137ISHARES IBONDS DEC 2031 TERM CORPORATE ETF46436E486268,716$5.7M0.11%
138ISHARES TIPS BOND ETF46428717651,046$5.7M0.11%
139BANK AMERICA CORP COM060505104109,398$5.6M0.11%
140RTX CORPORATION COMRTX33,104$5.5M0.11%
141SCHWAB EMERGING MARKET EQ ETF808524706164,291$5.5M0.11%
142MARKEL CORP HOLDING COMKL2,856$5.5M0.11%
143ISHARES EDGE MSCI USA VALUE FACTOR ETF46432F38843,628$5.5M0.11%
144TAKE-TWO INTERACTIVESOFTWRETTWO21,084$5.4M0.11%
145DISNEY WALT CO COM25468710647,067$5.4M0.11%
146GE AEROSPACE COM NEW36960430117,652$5.3M0.10%
147BERKSHIRE HATHAWAY INC DEL CL ABRK-A7$5.3M0.10%
148ISHARES IBONDS DEC 2033 TERM CORPORATE ETF46436E130197,867$5.2M0.10%
149ZOETIS INC COM CL AZTS35,081$5.1M0.10%
150ISHARES DJ US TECHNOLOGY46428772126,016$5.1M0.10%
151SPDR PORTFOLIO AGGREGATE BOND ETF78464A649197,073$5.1M0.10%
152ADVANCED MICRO DEVICES INC COMAMD31,257$5.1M0.10%
153ISHARES S&P SMALLCAP 600 VALUE ETF46428787945,524$5.0M0.10%
154ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1199,005$5.0M0.10%
155ISHARES TR LEHMAN SHORT TREA BDFD46428867944,669$4.9M0.10%
156VANGUARD TOTAL WORLD STOCK ETF92204274235,681$4.9M0.10%
157SPDR PORTFOLIO S&P 500 ETF78464A85462,425$4.9M0.10%
158MCDONALDS CORP COMMCD15,982$4.9M0.09%
159PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND72201R585180,138$4.8M0.09%
160SERVICE NOW INCNOW5,240$4.8M0.09%
161INVESCO S&P 500 QUALITY ETFIVZ65,528$4.8M0.09%
162ISHARES IBONDS DEC 2034 TERM CORPORATE ETF46438G653177,703$4.7M0.09%
163AT&T INC COMT-PC164,452$4.6M0.09%
164VIKING HOLDINGS LTD ORD SHSVIK74,410$4.6M0.09%
165CATERPILLAR INC COMCAT9,586$4.6M0.09%
166JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65488,482$4.5M0.09%
167AMERICAN EXPRESS CO COMAXP13,361$4.4M0.09%
168APPLIED MATLS INC COM03822210521,559$4.4M0.09%
169BLACKSTONE GROUP LPBX25,562$4.4M0.09%
170MONDELEZ INTL INC CL A60920710569,483$4.3M0.08%
171JPMORGAN ACTIVE BOND ETF46654Q71679,849$4.3M0.08%
172VANGUARD ESG U.S. STOCK ETF92191073336,449$4.3M0.08%
173TECHNOLOGY SELECT SECTOR SPDR81369Y80314,840$4.2M0.08%
174ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828143,894$4.2M0.08%
175AMERICAN TOWER CORP03027X10021,664$4.2M0.08%
176ISHARES GOLD TRUST ETFIAU56,426$4.1M0.08%
177COINBASE GLOBAL INC COM CL ACOIN12,054$4.1M0.08%
178MERCK & CO INCMRK48,022$4.0M0.08%
179VANGUARD ENERGY92204A30631,989$4.0M0.08%
180FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF886364231158,904$4.0M0.08%
181EDWARDS LIFESCIENCES CORP COMEW50,910$4.0M0.08%
182CHARLES SCHWAB CORPSCHW-PJ41,292$3.9M0.08%
183VANGUARD TOTAL BOND MARKET ETF92193783552,791$3.9M0.08%
184ISHARES MBS ETF46428858841,018$3.9M0.08%
185EMERSON ELEC CO COMEMR29,461$3.9M0.08%
186ROBLOX CORP CL ARBLX27,159$3.8M0.07%
187VICTORYSHARES FREE CASH FLOW ETF92647X83098,660$3.7M0.07%
188ANALOG DEVICES INCADI14,898$3.7M0.07%
189ISHARES 1-3 YR TREASURY BOND ETF46428745744,001$3.7M0.07%
190TEXAS INSTRS INC COM88250810419,828$3.6M0.07%
191DANAHER CORP23585110218,277$3.6M0.07%
192STARBUCKS CORPSBUX42,411$3.6M0.07%
193ISHARES S&P U.S. PREFERRED STOCK ETF464288687113,345$3.6M0.07%
194SYNOPSYS INC COMSNPS7,243$3.6M0.07%
195ISHARES TR S&P 100 INDEX FUND46428710110,706$3.6M0.07%
196WELLS FARGO CO NEW COM94974610142,269$3.5M0.07%
197SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88980,783$3.5M0.07%
198US TREASURY 3 MONTH BILL ETF74933W45269,095$3.5M0.07%
199PAYPAL HLDGS INC COMPYPL51,027$3.4M0.07%
200SHOPIFY INC CL A SUB VTG SHSSHOP22,870$3.4M0.07%
201EATON CORP PLC SHSETN8,934$3.3M0.07%
202VANGUARD MEGA CAP 300 ETF92191087313,695$3.3M0.07%
203GOLUB CAP BDC INC COM38173M102241,132$3.3M0.06%
204CAPITAL ONE FINANCIAL CORP14040H10515,516$3.3M0.06%
205ISHARES NATIONAL MUNI BOND ETF46428841430,446$3.2M0.06%
206SPDR PORTFOLIO EMERGING MARKETS ETF78463X50969,154$3.2M0.06%
207PHILIP MORRIS INTL INC71817210919,670$3.2M0.06%
208LOCKHEED MARTIN CORPLMT6,348$3.2M0.06%
209LINDE PLC SHSLIN6,639$3.2M0.06%
210VANECK SEMICONDUCTOR ETF92189F6769,642$3.1M0.06%
211AMPHENOL CORP CL A03209510124,964$3.1M0.06%
212CITIGROUP INCC-PR30,004$3.0M0.06%
213ISHARES IBONDS DEC 2031 TERM TREASURY ETF46436E460147,237$3.0M0.06%
214ISHARES IBONDS DEC 2030 TERM TREASURY ETF46436E593152,018$3.0M0.06%
215AIRBNB INC COM CL AABNB24,804$3.0M0.06%
216ISHARES IBONDS DEC 2029 TERM TREASURY ETF46436E825137,114$3.0M0.06%
217ISHARES IBONDS DEC 2028 TERM TREASURY ETF46436E833134,327$3.0M0.06%
218ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E841133,336$3.0M0.06%
219S&P GLOBAL INC COMSPGI6,106$3.0M0.06%
220ALTRIA GROUP INC COMMO44,669$3.0M0.06%
221AMGEN INCAMGN10,407$2.9M0.06%
222VANGUARD RUSSELL 1000 ETF92206C7309,635$2.9M0.06%
223NIKE INC CLASS BNKE41,250$2.9M0.06%
224T-MOBILE US INC COMTMUSZ11,954$2.9M0.06%
225KLA-TENCOR CORPKLAC2,629$2.8M0.06%
226AUTOMATIC DATA PROCESSING INC COMADP9,648$2.8M0.06%
227TWILIO INC CL ATWLO28,175$2.8M0.05%
228CONOCOPHILLIPS COMCOP29,770$2.8M0.05%
229CUMMINS INC COMCMI6,611$2.8M0.05%
230VANGUARD 0-3 MONTH TREASURY BILL ETF92204084536,745$2.8M0.05%
231ISHARES BITCOIN TRUST ETFIBIT42,182$2.7M0.05%
232FISERV INCFISV21,235$2.7M0.05%
233AVANTIS EMERGING MARKETS EQUITY ETF02507260436,371$2.7M0.05%
234WASTE MANAGEMENT INC94106L10912,258$2.7M0.05%
235ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653342,311$2.7M0.05%
236QUALCOMM INC COMQCOM16,217$2.7M0.05%
237ISHARES MSCI USA MOMENTUM FACTOR ETF46432F39610,514$2.7M0.05%
238CADENCE DESIGN SYSTEM INC COMCDNS7,557$2.7M0.05%
239JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33245,657$2.6M0.05%
240NOVO-NORDISK A/S ADR ADR CMNNONOF45,860$2.5M0.05%
241LAM RESEARCH CORPLRCX18,878$2.5M0.05%
242ASML HOLDING N V N Y REGISTRY SHSASMLF2,607$2.5M0.05%
243INTEL CORP COMINTC74,655$2.5M0.05%
244ISHARES DJ SELECT DIVIDEND46428716817,484$2.5M0.05%
245MERCADOLIBRE INCMELI1,056$2.5M0.05%
246KKR & CO LPKKRT18,972$2.5M0.05%
247ISHARES TR RUSSELL 1000 INDEX ETF4642876226,715$2.5M0.05%
248SPDR BIOTECH ETF78464A87024,430$2.4M0.05%
249DOUBLELINE INCOME SOLUTIONS FD COMDSL198,948$2.4M0.05%
250CORTEVA INC COMCTVA35,683$2.4M0.05%
251FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84631,374$2.4M0.05%
252INVESCO NASDAQ INTERNET ETFIVZ42,688$2.4M0.05%
253PROGRESSIVE CORP COM7433151039,646$2.4M0.05%
254PFIZER INC COMPFE93,411$2.4M0.05%
255ISHARES CORE TOTAL USD BOND MARKET ETF46434V61350,530$2.4M0.05%
256SPOTIFY TECHNOLOGY S A SHSSPOT3,375$2.4M0.05%
257SIMPLIFY HEDGED EQUITY ETF82889N76475,022$2.3M0.05%
258INVESCO LARGE CAP VALUE ETFIVZ35,936$2.3M0.05%
259WORKDAY INC COMWDAY9,727$2.3M0.05%
260MICRON TECHNOLOGYMU13,859$2.3M0.05%
261BOEING CO COMBA-PA10,743$2.3M0.05%
262FREEPORT MCMORAN COPPERFCX58,825$2.3M0.04%
263ISHARES U.S. TREASURY BOND ETF46429B26798,223$2.3M0.04%
264ISHARES RUSSELL MIDCAP GROWTH ETF46428748115,768$2.2M0.04%
265ISHARES S&P SMALLCAP 600 GROWTH ETF46428788715,831$2.2M0.04%
266POWERSHARES SP500 LOW VOLATILITY ETFIVZ30,091$2.2M0.04%
267ISHARES U.S. THEMATIC ROTATION ACTIVE ETFBLK57,979$2.2M0.04%
268DRAFTKINGS INC NEW COM CL ADKNG58,208$2.2M0.04%
269FIRST TR NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FD COM SHS33737A10814,302$2.2M0.04%
270FEDEX CORPFDX9,125$2.2M0.04%
271NUSCALE PWR CORP CL A COMNU58,876$2.1M0.04%
272AMERIPRISE FINL INC COM03076C1064,313$2.1M0.04%
273VANGUARD SMALL-CAP GROWTH ETF9229085957,081$2.1M0.04%
274DIAMONDBACK ENERGY INC COMFANG14,652$2.1M0.04%
275HARTFORD FINL SVCS GROUP INCHIG-PG15,645$2.1M0.04%
276FINANCIAL SELECT SECTOR SPDR81369Y60538,575$2.1M0.04%
277MOODYS CORPMCO4,343$2.1M0.04%
278MEDTRONIC PLC SHSMDT21,696$2.1M0.04%
279ISHARES TR RUSSELL MIDCAP INDEX FD46428749921,290$2.1M0.04%
280NORTHROP GRUMMAN CORP COMNOC3,362$2.0M0.04%
281ISHARES RUSSELL 2000 VALUE46428763011,535$2.0M0.04%
282MARVELL TECHNOLOGY GROUP LTDMRVL24,189$2.0M0.04%
283MCKESSON CORPMCK2,600$2.0M0.04%
284LOWES COS INC COM5486611077,946$2.0M0.04%
285ISHARES RUSSELL MIDCAP VALUE INDEX46428747314,262$2.0M0.04%
286VERTEX PHARMACEUTICALS INVRTX5,055$2.0M0.04%
287UNITY SOFTWARE INC COMU49,360$2.0M0.04%
288DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V73261,201$2.0M0.04%
289CENCORA INC COMCOR6,223$1.9M0.04%
290SS&C TECHNOLOGIES HLDGS INC COMSSNC21,868$1.9M0.04%
291TRAVELERS COMPANIES INC COMTRV6,889$1.9M0.04%
292VANGUARD HEALTH CARE ETF92204A5047,281$1.9M0.04%
293SYNCHRONY FINANCIAL COMSYF-PB26,573$1.9M0.04%
294AVANTIS U.S. LARGE CAP VALUE ETF02507234926,075$1.9M0.04%
295COMCAST CORP NEW CL ACCZ59,239$1.9M0.04%
296INDUSTRIAL SELECT SECTOR SPDR81369Y70412,030$1.9M0.04%
297ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76427,211$1.8M0.04%
298GRAINGER W W INC COM3848021041,923$1.8M0.04%
299ISHARES TR DOW JONESUS AEROSPACE & DEF4642887608,737$1.8M0.04%
300VANGUARD INTERMEDIATE-TERM BOND92193781922,894$1.8M0.03%
3013M CO COMMMM11,515$1.8M0.03%
302CHUBB LIMITED COMCB6,294$1.8M0.03%
303DIMENSIONAL U.S. EQUITY MARKET ETF25434V40124,121$1.7M0.03%
304VANGUARD FINANCIALS ETF92204A40513,206$1.7M0.03%
305ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B68920,401$1.7M0.03%
306ARES MGMT L PARES-PB10,762$1.7M0.03%
307DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70844,539$1.7M0.03%
308STARWOOD PROPERTY TRUSTSTHO88,594$1.7M0.03%
309SCHWAB U.S. LARGE-CAP VALUE ETF80852440958,511$1.7M0.03%
310SAP AKTIENGESELLSCHAFT ADRSAPGF6,372$1.7M0.03%
311NVIDIA CORPORATION OCT 17 25 $135 (100 SHS)NVDA9,100$1.7M0.03%
312FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10892,582$1.7M0.03%
313CORNING INC COMGLW20,459$1.7M0.03%
314ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY9,357$1.7M0.03%
315IDEXX LABS INC45168D1042,597$1.7M0.03%
316BOSTON SCIENTIFIC CORPBSX16,825$1.6M0.03%
317DUPONT DE NEMOURS INC COMDD21,072$1.6M0.03%
318CHENIERE ENERGY INCLNG6,953$1.6M0.03%
319UTILITIES SELECT SECTOR SPDR FUND81369Y88618,713$1.6M0.03%
320VANGUARD FTSE ALL-WORLD EX-US92204277522,803$1.6M0.03%
321VANGUARD MEGA CAP GROWTH ETF9219108164,034$1.6M0.03%
322GENERAL DYNAMICS CORP COMGD4,743$1.6M0.03%
323MARATHON PETE CORPMARA8,371$1.6M0.03%
324NOVARTIS AG ADRNVSEF12,476$1.6M0.03%
325SEI INVESTMENTS CO78411710318,628$1.6M0.03%
326ISHARES ESG AWARE MSCI EAFE ETF46435G51616,944$1.6M0.03%
327CANADIAN PAC RAILWAYLTDCP20,892$1.6M0.03%
328INVESCO LARGE CAP GROWTH ETFIVZ12,330$1.5M0.03%
329DOORDASH INC CL ADASH5,641$1.5M0.03%
330PAYONEER GLOBAL INC COMPAYO253,224$1.5M0.03%
331DEERE & CO COMDE3,349$1.5M0.03%
332TRUIST FINL CORP COM89832Q10933,188$1.5M0.03%
333UNILEVER PLC SPON ADR NEWUNLYF25,463$1.5M0.03%
334KROGER CO COMKR22,369$1.5M0.03%
335APPLOVIN CORP COM CL AAPP2,098$1.5M0.03%
336VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40730,420$1.5M0.03%
337VANGUARD TELECOMMUNICATIONS SERVICES ETF92204A8847,972$1.5M0.03%
338CINTAS CORPCTAS7,276$1.5M0.03%
339ISHARES TR S&P CALIF MUN BD FD46428835625,836$1.5M0.03%
340ISHARES CORE S&P U.S. GROWTH ETF4642876718,948$1.5M0.03%
341FIRST SOLAR INCFSLR6,667$1.5M0.03%
342BANK NEW YORK MELLON CORP COM06405810013,461$1.5M0.03%
343FASTENAL COFAST29,875$1.5M0.03%
344ENTERPRISE PRODS PARTNERS L P29379210746,715$1.5M0.03%
345SPDR S&P INTERNATIONAL DIVIDEND ETF78463X77234,106$1.5M0.03%
346ROBINHOOD MKTS INC COM CL A77070010210,147$1.5M0.03%
347CHICAGO MERCANTILE HLDGS INCCME5,336$1.4M0.03%
348ISHARES TR HIGH DIVID EQUITY FD46429B66311,662$1.4M0.03%
349UNITED PARCEL SERVICE INCUPS17,015$1.4M0.03%
350DUKE ENERGY CORP NEW COM NEWDUKB11,450$1.4M0.03%
351ISHARES 0-3 MONTH TREASURY BOND ETF46436E71814,022$1.4M0.03%
352CONSUMER DISCRETIONARY SEL SECTOR SPDR FD81369Y4075,891$1.4M0.03%
353UNITED RENTALS INCURI1,465$1.4M0.03%
354CONSOLIDATED EDISON INC COMED13,895$1.4M0.03%
355SOUTHERN CO COMSOMN14,620$1.4M0.03%
356SCHWAB ETFS- US SMALL-CAP ETF80852460749,602$1.4M0.03%
357VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085127,918$1.4M0.03%
358PHILLIPS 66PSX10,059$1.4M0.03%
359TRANE TECHNOLOGIES PLC SHSTT3,238$1.4M0.03%
360VANGUARD INDUSTRIALS ETF92204A6034,606$1.4M0.03%
361VANGUARD CONSUMER DISCRETIONARY92204A1083,355$1.3M0.03%
362WISDOMTREE LARGE CAP DIVIDENDWT15,263$1.3M0.03%
363CARRIER GLOBAL CORPORATION COMCARR21,965$1.3M0.03%
364GALLAGHER ARTHUR J &CO3635761094,178$1.3M0.03%
365PIMCO ACTIVE BOND EXCHANGE-TRADED FUND72201R77513,794$1.3M0.03%
366PROSHARES ULTRAPRO QQQ74347X83112,354$1.3M0.02%
367UNION PAC CORP COMUNP5,387$1.3M0.02%
368SNOWFLAKE INC COM SHSSNOW5,621$1.3M0.02%
369TE CONNECTIVITY LTDTEL5,771$1.3M0.02%
370BRISTOL-MYERS SQUIBB CO COMCELG-RI27,811$1.3M0.02%
371ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD46428815811,716$1.3M0.02%
372ALLSTATE CORPALL-PJ5,816$1.2M0.02%
373BLACKSTONE MTG TR INC COM CL ABX67,004$1.2M0.02%
374SCHWAB US MID-CAP ETF80852450841,492$1.2M0.02%
375ISHARES CORE DIVIDEND GROWTH ETF46434V62118,020$1.2M0.02%
376METLIFE INC COMMET-PF14,884$1.2M0.02%
377TRANSDIGM GROUP INC COM DELAWARETDG928$1.2M0.02%
378KAYNE ANDERSON MLP INVT CO48660610698,880$1.2M0.02%
379SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A47440,337$1.2M0.02%
380INTERCONTINENTAL EXCHANGE INC COM45866F1047,206$1.2M0.02%
381NORFOLK SOUTHERN CRP6558441084,040$1.2M0.02%
382INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETFIVZ24,330$1.2M0.02%
383ARCUS BIOSCIENCES INC COMRCUS88,007$1.2M0.02%
384FIDELITY COMWLTH TR31591280813,395$1.2M0.02%
385MARSH & MCLENNAN COS INC COM5717481025,899$1.2M0.02%
386JPMORGAN INCOME ETF46641Q15925,419$1.2M0.02%
387O REILLY AUTOMOTIVE INC67103H10710,924$1.2M0.02%
388ARES CAPITAL CORP COMARCC57,092$1.2M0.02%
389WELLTOWER INC COMWELL6,496$1.2M0.02%
390GARMIN LTDGRMN4,674$1.2M0.02%
391MOTOROLA SOLUTIONS INC COM NEWMSI2,509$1.1M0.02%
392ASTRAZENECA PLC- SPONS ADRAZN14,870$1.1M0.02%
393LULULEMON ATHLETICA INCLULU6,396$1.1M0.02%
394SPDR BLOOMBERG 3-12 MONTH T-BILL ETF78468R52311,434$1.1M0.02%
395STRIVE EMERGING MARKETS EX-CHINA ETF02072L69834,434$1.1M0.02%
396ROYAL DUTCH SHELL PLC-ADRRYDAF15,819$1.1M0.02%
397AIR PRODS & CHEMS INC COMAIIR4,142$1.1M0.02%
398AUTOZONE INC NEVAZO263$1.1M0.02%
399AUTODESK INCADSK3,542$1.1M0.02%
400CLOUDFLARE INC CL A COMNET5,230$1.1M0.02%
401MAPLEBEAR INC COMCART30,477$1.1M0.02%
402AFLAC INC COMAFL9,970$1.1M0.02%
403ISHARES MSCI USA EQUAL WEIGHTED ETF46428668110,741$1.1M0.02%
404DR REDDYS LABS LTD ADR25613520378,700$1.1M0.02%
405GENERAL MOTORS CORP37045V10017,813$1.1M0.02%
406GMO U.S. QUALITY ETF SHS90139K10029,938$1.1M0.02%
407HCA INCHCA2,536$1.1M0.02%
408DYNATRACE INC COM NEWDT22,306$1.1M0.02%
409JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20318,783$1.1M0.02%
410ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83413,053$1.1M0.02%
411SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDW14,097$1.1M0.02%
412OKLO INC COM CL AOKLO9,609$1.1M0.02%
413LIVE NATION, INC.LYV6,564$1.1M0.02%
414SEA LTD SPONSORD ADSSE5,989$1.1M0.02%
415ATMOS ENERGY CORPATO6,263$1.1M0.02%
416CHUNGHWA TELECOM LTD ADRCHT24,456$1.1M0.02%
417ISHARES ESG AWARE MSCI EM ETF46434G86324,517$1.1M0.02%
418DIMENSIONAL US MARKETWIDE VALUE ETF25434V72423,643$1.1M0.02%
419VANGUARD CONSUMER STAPLES ETF92204A2074,877$1.0M0.02%
420ISHARES RUSSELL 2000 GROWTH ETF4642876483,237$1.0M0.02%
421ROYAL CARRIBBEAN CRUISES LTDV7780T1033,180$1.0M0.02%
422EQT CORP COMEQT18,877$1.0M0.02%
423DIMENSIONAL INTERNATIONAL VALUE ETF25434V80722,252$1.0M0.02%
424PROLOGIS SHARE BENEFICIAL INTPLDGP8,919$1.0M0.02%
425PAYCHEX INCPAYX8,032$1.0M0.02%
426AMERICAN ELEC PWR CO INC COM0255371019,039$1.0M0.02%
427ROLLINS INC COMROL17,312$1.0M0.02%
428CONSTELLATION ENERGY CORP COMCEG3,075$1.0M0.02%
429JOHNSON CTLS INCG515021059,188$1.0M0.02%
430ISHARES MSCI USA SIZE FACTOR ETF46432F3706,281$1.0M0.02%
431STRATEGY INC CL A NEWSTRK3,123$1.0M0.02%
432CAMECO CORP FCCJ11,988$1.0M0.02%
433SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF78468R66310,945$1.0M0.02%
434ROYAL BANK OF CANADA7800871026,784$999,4330.02%
435SPDR S&P500 ETF OCT 17 25 $475 (100 SHS)7908139SM1,500$999,2700.02%
436SEMPRA ENERGYSREA11,064$995,5770.02%
437ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF46436E52842,475$993,4900.02%
438UIPATH INC CL APATH74,140$992,0010.02%
439CIGNA CORP1255231003,430$988,8930.02%
440ELECTRONICS ARTSEA4,901$988,5750.02%
441UNISYS CORP COM NEWUIS253,427$988,3650.02%
442ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI57,320$983,6270.02%
443ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66321,763$981,0760.02%
444HEWLETT PACKARD ENTERPRISE CO COMHPE-PC39,708$975,2370.02%
445SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF80852477137,003$973,1940.02%
446ENBRIDGE INC COMENNPF19,268$972,3130.02%
447CRH PLC ORDCRH8,104$971,7090.02%
448US BANCORP DEL COM NEWUSB-PS20,093$971,1200.02%
449LABORATORY CORP OF AMERICALH3,363$965,5660.02%
450HSBC HOLDINGS PLC SPONS ADRHBCYF13,527$960,1560.02%
451INGREDION INC COMINGR7,859$959,7050.02%
452BOOZ ALLEN HAMILTON HLDG CORP CL ABAH9,572$956,7560.02%
453L3HARRIS TECHNOLOGIES INC COMLHX3,101$947,0950.02%
454REDDIT INC CL ARDDT4,107$944,5690.02%
455SIMON PROPERTY GROUP INC8288061095,031$944,2270.02%
456TORO CO COMTORO12,379$943,3490.02%
457SEAGATE TECHNOLOGYSE3,994$943,0380.02%
458GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y67319,776$941,9730.02%
459ISHARES TRUST MSCI CHINA INDEX FD46429B67114,300$941,6550.02%
460ISHARES MSCI EAFE GROWTH ETF4642888858,219$935,9950.02%
461BP PLC SPONSORED ADRBPPFF27,147$935,5020.02%
462ROSS STORES INCROST6,113$931,6490.02%
463GRAND CANYON ED INCLOPE4,243$931,4230.02%
464ISHARES TR S&P CITIGROUP 1-3 YR INTL TREASURY46428812512,225$931,3010.02%
465TEXAS ROADHOUSE INCTXRH5,584$927,8000.02%
466ISHARES U.S. MEDICAL DEVICES ETF46428881015,440$927,6700.02%
467SONY GROUP CORP SPONSORED ADRSNEJF32,219$927,5950.02%
468EXPONENT INCEXPO13,333$926,3770.02%
469UNITED MICROELECTRONICS CORPOR SPONSORED AUMC121,593$921,6790.02%
470CASEYS GEN STORES INC1475281031,625$918,6630.02%
471VANGUARD EUROPEAN92204287411,362$906,7170.02%
472VERISIGN INCVRSN3,236$904,7190.02%
473DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V30228,547$900,1000.02%
474AMERICAN WATER WORKS CO0304201036,455$898,5430.02%
475FIDELITY WISE ORIGIN BITCOIN FUNDFBTC8,983$896,6400.02%
476DELL TECHNOLOGIES INC CL CDELL6,315$895,3140.02%
477OCCIDENTAL PETE CORP COM67459910518,919$893,9380.02%
478VANGUARD ESG INTERNATIONAL STOCK ETF92191072512,875$893,1390.02%
479ISHARES S&P NORTH AMER TECH-SOFTWARE4642875157,754$891,8130.02%
480GUIDEWIRE SOFTWARE INCGWRE3,872$890,0180.02%
481DATADOG INC CL A COMDDOG6,239$888,5470.02%
482KOOKMIN BK NEW SPONSORED ADR48241A10510,713$888,2170.02%
483MARTIN MARIETTA MATLS INC5732841061,409$888,0900.02%
484ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF46435G32611,048$885,7780.02%
485INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SHINFY54,127$880,6530.02%
486ACUITY BRANDS INCAYI2,553$879,2280.02%
487SUMITOMO MITSUI FINLGROUP INC SPONSORED ADR ISIN #US86562M209886562M20952,075$871,7380.02%
488REPUBLIC SERVICES INC7607591003,791$869,9960.02%
489ISHARES MSCI ACWI EX U.S. ETF46428824013,290$864,0300.02%
490JABIL CIRCUIT INCJBL3,957$859,3750.02%
491COSTAR GRP INCCSGP10,164$857,6140.02%
492BANCO SANTANDER CENT HISPBCDRF81,606$855,2320.02%
493CONSTELLATION BRANDS INC CL ASTZ6,306$849,3580.02%
494F5 NETWORKS INCFFIV2,595$838,6780.02%
495LOEWS CORP COML8,335$836,7930.02%
496INVESCO RAFI US 1500 SMALL-MID ETFIVZ18,400$835,7280.02%
497ISHARES 10-20 YEAR TREASURY BOND ETF4642886538,074$831,5870.02%
498JPMORGAN ULTRA-SHORT INCOME ETF46641Q83716,330$828,4220.02%
499DIGITAL REALTY TRUST INC2538681034,785$827,3010.02%
500PURE STORAGE INC CL A74624M1029,847$825,3120.02%