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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

Modera Wealth Management, LLC

Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0001725547-23-000186

Total Value
$5.51B
Positions
563
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438585,807,059$268.2M4.88%
2VANGUARD INDEX FDS922908736820,137$232.1M4.22%
3APPLE INCAAPL960,697$186.3M3.39%
4VANGUARD SPECIALIZED FUNDS9219088441,088,299$176.8M3.22%
5VANGUARD INDEX FDS9229087441,163,060$165.3M3.01%
6MICROSOFT CORPMSFT436,891$148.8M2.71%
7ISHARES TR46432F8422,184,071$147.4M2.68%
8DIMENSIONAL ETF TRUST25434V1044,609,723$142.9M2.60%
9DIMENSIONAL ETF TRUST25434V7085,201,866$141.2M2.57%
10ISHARES TR464287200263,361$117.4M2.13%
11ISHARES TR4642882731,741,480$102.7M1.87%
12DIMENSIONAL ETF TRUST25434V8072,695,716$88.6M1.61%
13DIMENSIONAL ETF TRUST25434V7242,541,395$87.7M1.59%
14ISHARES TR464287614294,079$80.9M1.47%
15ISHARES TR464287879812,531$77.3M1.41%
16ISHARES TR464287598479,261$75.6M1.38%
17ISHARES TR4642888771,523,296$74.6M1.36%
18VANGUARD INTL EQUITY INDEX F9220428581,784,591$72.6M1.32%
19LOWES COS INC548661107318,848$72.0M1.31%
20ISHARES TR464287663918,900$71.9M1.31%
21ISHARES TR464287804713,925$71.1M1.29%
22ISHARES INC46434G1031,393,159$68.7M1.25%
23DIMENSIONAL ETF TRUST25434V4011,215,559$58.5M1.06%
24ISHARES TR464287309806,584$56.8M1.03%
25BROADCOM INCAVGO56,103$48.7M0.89%
26ISHARES TR464287507181,698$47.5M0.86%
27CISCO SYS INCCSCO912,278$47.2M0.86%
28AMERICAN CENTY ETF TR025072885617,301$46.4M0.84%
29VANGUARD INDEX FDS922908611280,289$46.4M0.84%
30ALPHABET INCGOOG378,666$45.8M0.83%
31BLACKROCK INCBLK65,315$45.1M0.82%
32VANGUARD SCOTTSDALE FDS92206C409574,517$43.5M0.79%
33ISHARES TR464287465597,719$43.3M0.79%
34ISHARES TR46429B655850,105$43.2M0.79%
35DIMENSIONAL ETF TRUST25434V609924,976$42.9M0.78%
36ISHARES TR464287655212,229$39.7M0.72%
37JOHNSON & JOHNSONJNJ240,116$39.7M0.72%
38JPMORGAN CHASE & COVYLD269,497$39.2M0.71%
39INTERPUBLIC GROUP COS INCINTR958,390$37.0M0.67%
40NOVO-NORDISK A SNONOF225,757$36.5M0.66%
41SCHWAB STRATEGIC TR808524201683,973$35.8M0.65%
42J P MORGAN EXCHANGE TRADED F46641Q407364,868$35.7M0.65%
43LILLY ELI & COLLY72,344$33.9M0.62%
44BERKSHIRE HATHAWAY INC DELBRK-A98,764$33.7M0.61%
45PEPSICO INCPEP180,501$33.4M0.61%
46VANGUARD SCOTTSDALE FDS92206C680469,378$33.2M0.60%
47VANGUARD MUN BD FDS922907746644,373$32.4M0.59%
48VANGUARD INDEX FDS922908769146,643$32.3M0.59%
49VISA INCV132,261$31.4M0.57%
50AMGEN INCAMGN140,765$31.3M0.57%
51AMAZON COM INCAMZN239,420$31.2M0.57%
52VANGUARD BD INDEX FDS921937819404,754$30.4M0.55%
53ISHARES TR464287630200,509$28.2M0.51%
54DIMENSIONAL ETF TRUST25434V8151,085,266$27.9M0.51%
55TAIWAN SEMICONDUCTOR MFG LTD874039100275,086$27.8M0.50%
56PROCTER AND GAMBLE CO742718109182,284$27.7M0.50%
57HOME DEPOT INCHD85,637$26.6M0.48%
58SCHWAB STRATEGIC TR808524508345,729$24.6M0.45%
59UNITED PARCEL SERVICE INCUPS134,781$24.2M0.44%
60ISHARES TR46434V6471,046,988$24.0M0.44%
61EMERSON ELEC COEMR253,135$22.9M0.42%
62ISHARES TR464287671232,022$22.7M0.41%
63SCHWAB STRATEGIC TR808524300301,003$22.6M0.41%
64AUTOMATIC DATA PROCESSING INADP94,992$20.9M0.38%
65DIMENSIONAL ETF TRUST25434V500376,979$20.7M0.38%
66ISHARES TR46435G672396,979$19.6M0.36%
67TARGET CORPTGT144,221$19.0M0.35%
68LOCKHEED MARTIN CORPLMT40,809$18.8M0.34%
69PNC FINL SVCS GROUP INC693475105148,673$18.7M0.34%
70SCHWAB STRATEGIC TR808524870357,080$18.7M0.34%
71UNITEDHEALTH GROUP INCUNH38,091$18.3M0.33%
72ELECTRONIC ARTS INCEA139,535$18.1M0.33%
73SPDR S&P 500 ETF TRSPY39,503$17.5M0.32%
74ISHARES TR46428762267,804$16.5M0.30%
75TORONTO DOMINION BK ONTTORO256,399$15.9M0.29%
76VANGUARD BD INDEX FDS921937827197,787$14.9M0.27%
77ABBOTT LABSABLZF136,677$14.9M0.27%
78DOVER CORPDOV98,798$14.6M0.27%
79ISHARES TR464288414136,503$14.6M0.26%
80WILLIAMS SONOMA INCWSM115,683$14.5M0.26%
81STRYKER CORPORATIONSYK46,935$14.3M0.26%
82STARBUCKS CORPSBUX144,083$14.3M0.26%
83DIMENSIONAL ETF TRUST25434V880562,013$13.1M0.24%
84ISHARES TR46435G516178,516$13.0M0.24%
85COCA COLA COKO214,985$12.9M0.24%
86ISHARES TR464288158121,026$12.6M0.23%
87SPDR INDEX SHS FDS78463X749306,414$12.6M0.23%
88ISHARES TR46428740876,573$12.3M0.22%
89ORACLE CORPORCL-PD102,876$12.3M0.22%
90BRISTOL-MYERS SQUIBB COCELG-RI188,642$12.1M0.22%
91VANGUARD INDEX FDS922908553143,629$12.0M0.22%
92ABBVIE INCABBV87,056$11.7M0.21%
93ISHARES TR464287226119,534$11.7M0.21%
94VANGUARD SCOTTSDALE FDS92206C870145,588$11.5M0.21%
95COMCAST CORP NEWCCZ275,560$11.4M0.21%
96COLGATE PALMOLIVE COCL147,327$11.4M0.21%
97ALPHABET INCGOOG93,486$11.2M0.20%
98WALMART INCWMT68,363$10.7M0.20%
99VANGUARD INDEX FDS92290875152,260$10.4M0.19%
100MSCI INCMSCI21,963$10.3M0.19%
101UNILEVER PLCUNLYF195,142$10.2M0.19%
102DIMENSIONAL ETF TRUST25434V203368,586$10.1M0.18%
103DISNEY WALT CO254687106111,624$10.0M0.18%
104SCHWAB CHARLES CORPSCHW-PJ175,072$9.9M0.18%
105FEDEX CORPFDX39,860$9.9M0.18%
106AVADEL PHARMACEUTICALS PLC05337M104594,000$9.8M0.18%
107ELEVANCE HEALTH INCELV21,933$9.7M0.18%
108LOGITECH INTL S AH50430232163,096$9.7M0.18%
109ISHARES TR46435G243400,242$9.6M0.17%
110LAM RESEARCH CORPLRCX14,822$9.5M0.17%
111SKYWORKS SOLUTIONS INCSWKS83,438$9.2M0.17%
112ADOBE SYSTEMS INCORPORATEDADBE18,835$9.2M0.17%
113ISHARES INC464286533163,039$9.0M0.16%
114BERKSHIRE HATHAWAY INC DELBRK-A17$8.8M0.16%
115HUBBELL INCHUBB26,441$8.8M0.16%
116HUNTINGTON BANCSHARES INCHBANP800,780$8.6M0.16%
117EXXON MOBIL CORPXOM75,689$8.1M0.15%
118SPRINKLR INCCXM576,558$8.0M0.15%
119VERTEX PHARMACEUTICALS INCVRTX22,564$7.9M0.14%
120DIMENSIONAL ETF TRUST25434V302338,045$7.9M0.14%
121ISHARES TR46428858883,075$7.7M0.14%
122INTERCONTINENTAL EXCHANGE IN45866F10463,927$7.2M0.13%
123ISHARES TR46435U663201,711$7.2M0.13%
124ISHARES TR46428764829,156$7.1M0.13%
125SPDR SER TR78464A359100,226$7.0M0.13%
126SEI INVTS CO784117103114,829$6.8M0.12%
127VANGUARD INTL EQUITY INDEX F92204271860,799$6.7M0.12%
128REGENERON PHARMACEUTICALSREGN9,313$6.7M0.12%
129MERCK & CO INCMRK56,066$6.5M0.12%
130VANGUARD WHITEHALL FDS92194640659,837$6.3M0.12%
131ISHARES TR46435G42564,523$6.3M0.11%
132ASML HOLDING N VASMLF8,605$6.2M0.11%
133VANGUARD INDEX FDS92290836315,235$6.2M0.11%
134ISHARES TR46428715060,629$5.9M0.11%
135WISDOMTREE TRWT139,256$5.9M0.11%
136JACOBS SOLUTIONS INCJ48,469$5.8M0.10%
137MCDONALDS CORPMCD18,901$5.6M0.10%
138SPDR SER TR78464A854107,497$5.6M0.10%
139SYSCO CORPSYY74,104$5.5M0.10%
140PAYPAL HLDGS INCPYPL82,202$5.5M0.10%
141ISHARES TR46428748156,476$5.5M0.10%
142FORTINET INCFTNT70,940$5.4M0.10%
143AFLAC INCAFL76,328$5.3M0.10%
144STMICROELECTRONICS N VSTMEF104,466$5.2M0.09%
145CVS HEALTH CORPCVS75,250$5.2M0.09%
146NUTRIEN LTDNTR88,077$5.2M0.09%
147VANGUARD CHARLOTTE FDS92203J407104,881$5.1M0.09%
148VANGUARD WORLD FD92191069180,683$5.0M0.09%
149CHEVRON CORP NEWCVX31,227$4.9M0.09%
150AIR PRODS & CHEMS INCAIIR16,344$4.9M0.09%
151PPG INDS INC69350610732,677$4.8M0.09%
152ALIGN TECHNOLOGY INCALGN13,660$4.8M0.09%
153MASTERCARD INCORPORATEDMA12,268$4.8M0.09%
154RAYTHEON TECHNOLOGIES CORPRTX49,019$4.8M0.09%
155SCHWAB STRATEGIC TR808524607107,181$4.7M0.09%
156RIO TINTO PLCRTNTF73,253$4.7M0.09%
157SCHWAB STRATEGIC TR80852471498,811$4.7M0.08%
158PFIZER INCPFE127,171$4.7M0.08%
159ISHARES TR46428717643,289$4.7M0.08%
160INVESCO QQQ TRIVZ12,487$4.6M0.08%
161ISHARES TR46428749962,494$4.6M0.08%
162VANGUARD BD INDEX FDS92193783562,764$4.6M0.08%
163SPDR S&P MIDCAP 400 ETF TRMDY9,458$4.5M0.08%
164VANGUARD INDEX FDS92290863722,153$4.5M0.08%
165SCHWAB STRATEGIC TR808524805125,615$4.5M0.08%
166NVIDIA CORPORATIONNVDA10,439$4.4M0.08%
167NEXTERA ENERGY INCNEE-PW58,783$4.4M0.08%
168TRUIST FINL CORP89832Q109141,630$4.3M0.08%
169ISHARES TR46428828149,396$4.3M0.08%
170SPDR SER TR78464A30054,298$4.2M0.08%
171ISHARES INC46434G863127,112$4.0M0.07%
172JEFFERIES FINL GROUP INC47233W109116,853$3.9M0.07%
173VANGUARD INDEX FDS92290859516,702$3.8M0.07%
174SPDR SER TR78464A84782,853$3.8M0.07%
175ISHARES TR46428723493,545$3.7M0.07%
176NORFOLK SOUTHN CORP65584410816,314$3.7M0.07%
177VANGUARD WORLD FDS92204A7028,237$3.6M0.07%
178ISHARES TR46428747333,067$3.6M0.07%
179DIMENSIONAL ETF TRUST25434V84975,837$3.6M0.07%
180GLOBAL PMTS INC37940X10235,872$3.5M0.06%
181COSTCO WHSL CORP NEW22160K1056,516$3.5M0.06%
182SPDR SER TR78464A40957,311$3.5M0.06%
183NORTHROP GRUMMAN CORPNOC7,584$3.5M0.06%
184DUKE ENERGY CORP NEWDUKB37,830$3.4M0.06%
185AMERICAN EXPRESS COAXP19,466$3.4M0.06%
186TESLA INCTSLA12,577$3.3M0.06%
187TYSON FOODS INCTSN60,828$3.1M0.06%
188AIRBNB INCABNB23,724$3.0M0.06%
189ISHARES TR46428770528,108$3.0M0.05%
190DEERE & CODE7,392$3.0M0.05%
191VANGUARD INTL EQUITY INDEX F92204274230,766$3.0M0.05%
192HONEYWELL INTL INC43851610614,181$2.9M0.05%
193INTEL CORPINTC87,596$2.9M0.05%
194PHILIP MORRIS INTL INC71817210929,547$2.9M0.05%
1953M COMMM28,228$2.8M0.05%
196INFOSYS LTDINFY173,093$2.8M0.05%
197CATERPILLAR INCCAT11,094$2.7M0.05%
198SPDR GOLD TRGLD15,096$2.7M0.05%
199INTERNATIONAL BUSINESS MACHSINTR20,102$2.7M0.05%
200VANGUARD WHITEHALL FDS92194688542,051$2.6M0.05%
201FIRST TR EXCHANGE TRADED FD33733B10029,338$2.6M0.05%
202BLACKSTONE INCBX27,275$2.5M0.05%
203WSFS FINL CORP92932810265,971$2.5M0.05%
204SELECT SECTOR SPDR TR81369Y88637,616$2.5M0.04%
205CIENA CORPCIEN57,751$2.5M0.04%
206LAUDER ESTEE COS INC51843910412,456$2.4M0.04%
207UNION PAC CORPUNP11,932$2.4M0.04%
208BANK AMERICA CORP06050510483,615$2.4M0.04%
209THERMO FISHER SCIENTIFIC INCTMO4,500$2.3M0.04%
210VANGUARD INDEX FDS92290862910,370$2.3M0.04%
211ISHARES GOLD TRIAU61,920$2.3M0.04%
212DIMENSIONAL ETF TRUST25434V73293,489$2.2M0.04%
213BOOKING HOLDINGS INCBKNG816$2.2M0.04%
214AMERICAN CENTY ETF TR02507280238,090$2.2M0.04%
215DIMENSIONAL ETF TRUST25434V78191,837$2.2M0.04%
216SPARTANNASH CO84721510095,915$2.2M0.04%
217VANGUARD MALVERN FDS92202080544,641$2.1M0.04%
218QUALCOMM INCQCOM17,603$2.1M0.04%
219ROYAL BK CDA78008710221,557$2.1M0.04%
220META PLATFORMS INCMETA7,168$2.1M0.04%
221ISHARES TR46435U54943,458$2.0M0.04%
222CSX CORPCSX60,085$2.0M0.04%
223DUPONT DE NEMOURS INCDD28,586$2.0M0.04%
224ISHARES TR4642876897,888$2.0M0.04%
225SCHWAB STRATEGIC TR80852410237,844$2.0M0.04%
226HERSHEY COHSY7,835$2.0M0.04%
227VANGUARD WORLD FD92191073324,643$1.9M0.04%
228DANAHER CORPORATION2358511027,732$1.9M0.03%
229NUCOR CORPNUE11,254$1.8M0.03%
230HOLOGIC INCHOLX22,611$1.8M0.03%
231CORTEVA INCCTVA31,830$1.8M0.03%
232SPDR SER TR78464A87021,853$1.8M0.03%
233ACCENTURE PLC IRELANDACN5,861$1.8M0.03%
234MORGAN STANLEYMS-PQ21,095$1.8M0.03%
235PIMCO ETF TR72201R64318,205$1.8M0.03%
236SPDR SER TR78464A50841,089$1.8M0.03%
237WISDOMTREE TRWT37,205$1.7M0.03%
238GENERAL DYNAMICS CORPGD7,989$1.7M0.03%
239MONDELEZ INTL INC60920710523,292$1.7M0.03%
240WISDOMTREE TRWT58,113$1.7M0.03%
241ISHARES TR46428745720,099$1.6M0.03%
242SPDR SER TR78468R73933,895$1.6M0.03%
243DIAGEO PLCDGEAF9,033$1.6M0.03%
244VANGUARD ADMIRAL FDS INC9219327039,972$1.6M0.03%
245AVANTOR INCAVTR75,592$1.6M0.03%
246ISHARES TR46435G10220,274$1.5M0.03%
247DOLLAR GEN CORP NEW2566771059,106$1.5M0.03%
248TEXAS INSTRS INC8825081048,569$1.5M0.03%
249L3HARRIS TECHNOLOGIES INCLHX7,720$1.5M0.03%
250DOW INCDOW28,210$1.5M0.03%
251SPDR SER TR78468R79640,852$1.5M0.03%
252ILLINOIS TOOL WKS INC4523081095,836$1.5M0.03%
253VANGUARD SCOTTSDALE FDS92206C71420,691$1.4M0.03%
254SELECT SECTOR SPDR TR81369Y70413,325$1.4M0.03%
255SCHWAB STRATEGIC TR80852488842,006$1.4M0.03%
256ISHARES TR46428788712,327$1.4M0.03%
257SALESFORCE INCCRM6,630$1.4M0.03%
258ETSY INCETSY16,494$1.4M0.03%
259GENERAL MLS INC37033410417,752$1.4M0.02%
260DIMENSIONAL ETF TRUST25434V77359,361$1.4M0.02%
261SHERWIN WILLIAMS COSHW4,977$1.3M0.02%
262ALTRIA GROUP INCMO29,156$1.3M0.02%
263SCHWAB STRATEGIC TR80852470653,061$1.3M0.02%
264VANGUARD WORLD FDS92204A8017,181$1.3M0.02%
265ISHARES TR46434V26642,325$1.3M0.02%
266GENERAL ELECTRIC CO36960430111,778$1.3M0.02%
267ESSENTIAL UTILS INC29670G10232,264$1.3M0.02%
268PRUDENTIAL FINL INCPUKPF14,554$1.3M0.02%
269NUSHARES ETF TRNU34,634$1.3M0.02%
270ZIMMER BIOMET HOLDINGS INCZBH8,497$1.2M0.02%
271DIMENSIONAL ETF TRUST25434V71642,601$1.2M0.02%
272SCHWAB STRATEGIC TR80852483926,113$1.2M0.02%
273ISHARES TR46428868738,899$1.2M0.02%
274INVESCO EXCHANGE TRADED FD TIVZ7,266$1.2M0.02%
275BOEING COBA-PA5,563$1.2M0.02%
276DIMENSIONAL ETF TRUST25434V79948,073$1.2M0.02%
277APPLIED MATLS INC0382221058,002$1.2M0.02%
278BANK NEW YORK MELLON CORP06405810025,816$1.1M0.02%
279ISHARES TR46428756420,665$1.1M0.02%
280SOUTHERN COSOMN16,152$1.1M0.02%
281INVESCO EXCHANGE TRADED FD TIVZ7,475$1.1M0.02%
282DOMINION ENERGY INCD21,524$1.1M0.02%
283SPDR INDEX SHS FDS78463X88933,846$1.1M0.02%
284SPDR SER TR78468R85328,314$1.1M0.02%
285WISDOMTREE TRWT13,747$1.1M0.02%
286MOTOROLA SOLUTIONS INCMSI3,714$1.1M0.02%
287KINDER MORGAN INC DELEP-PC61,250$1.1M0.02%
288INTUITINTU2,282$1.0M0.02%
289WELLS FARGO CO NEW94974610124,463$1.0M0.02%
290NIKE INCNKE9,437$1.0M0.02%
291SEELOS THERAPEUTICS INC81577F109871,505$1.0M0.02%
292SELECT SECTOR SPDR TR81369Y8035,967$1.0M0.02%
293SPDR DOW JONES INDL AVERAGE78467X1093,014$1.0M0.02%
294CONOCOPHILLIPSCOP9,856$1.0M0.02%
295SCHWAB STRATEGIC TR80852440915,148$1.0M0.02%
296SONO TEK CORPSOTK185,043$1.0M0.02%
297ISHARES TR4642871688,761$992,6380.02%
298PINNACLE WEST CAP CORPPNW12,127$987,8550.02%
299IES HLDGS INCIESC17,140$974,9230.02%
300VISHAY INTERTECHNOLOGY INCVSH32,861$966,1220.02%
301GOLDMAN SACHS GROUP INCGSCE2,924$943,1540.02%
302UFP INDUSTRIES INCUFPI9,690$940,4160.02%
303VANGUARD BD INDEX FDS92203C30319,111$939,4980.02%
304VERIZON COMMUNICATIONS INCVZ24,963$928,3900.02%
305KIMBERLY-CLARK CORPKMB6,670$920,9170.02%
306WISDOMTREE TRWT14,326$911,1100.02%
307LOEWS CORPL15,250$905,5450.02%
308BECTON DICKINSON & COBDX3,424$903,8730.02%
309CME GROUP INCCME4,798$889,0230.02%
310CARRIER GLOBAL CORPORATIONCARR17,669$878,3270.02%
311ISHARES TR4642875566,721$853,2870.02%
312VANGUARD INTL EQUITY INDEX F92204277515,307$832,8600.02%
313VANGUARD INTL EQUITY INDEX F92204267620,460$822,3080.01%
314CLOROX CO DELCLX5,059$804,5840.01%
315ISHARES TR46432F85916,792$783,1800.01%
316AT&T INCT-PC48,911$780,1330.01%
317MARRIOTT INTL INC NEW5719032024,197$770,9480.01%
318VANGUARD WORLD FDS92204A1082,720$770,3050.01%
319SCHWAB STRATEGIC TR80852479710,511$763,2980.01%
320NOVARTIS AGNVSEF7,458$752,5870.01%
321ENBRIDGE INCENNPF20,236$751,7870.01%
322SPDR SER TR78464A65629,075$751,2990.01%
323DIMENSIONAL ETF TRUST25434V65830,775$750,5920.01%
324WISDOMTREE TRWT14,990$749,9510.01%
325INVESCO EXCH TRADED FD TR IIIVZ39,622$748,8490.01%
326NETFLIX INCNFLX1,685$742,2270.01%
327TJX COS INC NEW8725401098,664$734,6210.01%
328ISHARES TR46429B7477,443$726,4380.01%
329SPDR SER TR78464A7635,876$720,2140.01%
330DIMENSIONAL ETF TRUST25434V66628,321$719,3540.01%
331ISHARES TR4642877398,311$719,2600.01%
332WATSCO INCWSO-B1,881$717,5460.01%
333VANGUARD WORLD FDS92204A3066,341$715,8740.01%
334VANGUARD INDEX FDS9229085383,458$711,5050.01%
335VANGUARD ADMIRAL FDS INC9219325052,783$707,2170.01%
336VANGUARD WORLD FDS92204A5042,878$704,6280.01%
337OTIS WORLDWIDE CORPOTIS7,768$691,4300.01%
338HUNTINGTON INGALLS INDS INC4464131063,030$689,6280.01%
339LINDE PLCLIN1,808$688,9850.01%
340OCCIDENTAL PETE CORP67459910511,682$686,9290.01%
341AON PLCAON1,985$685,2220.01%
342DIMENSIONAL ETF TRUST25434V86414,546$674,1900.01%
343FISERV INCFISV5,322$671,3710.01%
344DIMENSIONAL ETF TRUST25434V68221,892$666,4050.01%
345CAPITAL ONE FINL CORP14040H1056,055$662,2360.01%
346DIMENSIONAL ETF TRUST25434V87215,821$660,2250.01%
347WISDOMTREE TRWT13,894$646,4890.01%
348CANADIAN PACIFIC KANSAS CITYCP7,995$645,7570.01%
349SCHWAB STRATEGIC TR80852475519,830$640,3110.01%
350INVESCO EXCH TRADED FD TR IIIVZ10,117$635,4270.01%
351YUM BRANDS INCYUM4,504$624,0300.01%
352WASTE MGMT INC DEL94106L1093,577$620,3200.01%
353TELEDYNE TECHNOLOGIES INCTDY1,500$616,6650.01%
354ISHARES TR4642888026,363$595,8320.01%
355PAYCHEX INCPAYX5,292$592,0170.01%
356VANGUARD WORLD FD92191072511,110$590,0940.01%
357TOTALENERGIES SETTE10,124$583,5480.01%
358ISHARES TR46428988316,534$582,6590.01%
359TELADOC HEALTH INCTDOC22,750$576,0310.01%
360INTUITIVE SURGICAL INCISRG1,681$574,8020.01%
361DIMENSIONAL ETF TRUST25434V69018,874$574,7140.01%
362TELEFLEX INCORPORATEDTFX2,334$564,8990.01%
363POLARIS INCPII4,609$557,3670.01%
364ISHARES TR46432F3963,816$550,4580.01%
365ISHARES TR4642872425,022$543,1130.01%
366SPDR SER TR78468R20017,689$542,8830.01%
367AMERICAN ELEC PWR CO INC0255371016,435$541,8280.01%
368OLD DOMINION FREIGHT LINE INODFL1,456$538,1780.01%
369INVESCO SR INCOME TRIVZ139,356$536,5210.01%
370GENUINE PARTS COGPC3,168$536,1210.01%
371PHILLIPS 66PSX5,559$530,2180.01%
372TRAVELERS COMPANIES INCTRV3,037$527,4060.01%
373EATON CORP PLCETN2,615$525,8880.01%
374JOHNSON CTLS INTL PLCG515021057,686$523,7240.01%
375CROWDSTRIKE HLDGS INCCRWD3,520$516,9830.01%
376SCHWAB STRATEGIC TR80852484726,332$514,2800.01%
377ISHARES TR4642877544,825$511,6440.01%
378NUSHARES ETF TRNU14,670$508,3160.01%
379SPDR SER TR78464A66417,000$508,3000.01%
380MICROCHIP TECHNOLOGY INC.MCHPP5,602$501,8480.01%
381SAP SESAPGF3,599$492,3800.01%
382INVESCO EXCH TRADED FD TR IIIVZ3,231$490,9750.01%
383VANGUARD ADMIRAL FDS INC9219328285,328$489,5900.01%
384FORD MTR CO DEL34537086032,088$485,5040.01%
385DUN & BRADSTREET HLDGS INC26484T10641,531$480,5140.01%
386ISHARES TR4642877214,406$479,6820.01%
387SELECT SECTOR SPDR TR81369Y5065,881$477,3620.01%
388CUMMINS INCCMI1,947$477,3270.01%
389DIMENSIONAL ETF TRUST25434V6749,327$476,9400.01%
390HUMANA INCHUM1,058$473,0640.01%
391ISHARES TR4642888694,278$467,5550.01%
392SELECT SECTOR SPDR TR81369Y2093,496$464,0250.01%
393THE CIGNA GROUP1255231001,638$459,6230.01%
394ENTERPRISE PRODS PARTNERS L29379210717,390$458,2240.01%
395EBAY INC.EBAY10,201$455,9050.01%
396ISHARES TR4642877621,626$455,8280.01%
397ISHARES TR46435U85312,622$445,5570.01%
398DOLLAR TREE INCDLTR3,078$441,6940.01%
399ZOETIS INCZTS2,550$439,1460.01%
400VANGUARD WORLD FDS92204A8844,128$438,8480.01%
401ANNOVIS BIO INCANVS30,513$436,0310.01%
402MATSON INCMATX5,609$435,9850.01%
403THE TRADE DESK INC88339J1055,603$432,6650.01%
404CAMPBELL SOUP COCPB9,463$432,5540.01%
405CORNING INCGLW12,295$430,8170.01%
406UNITED RENTALS INCURI942$419,5390.01%
407SPDR SER TR78464A28416,746$418,8180.01%
408AMERICAN CENTY ETF TR0250728775,381$417,6340.01%
409SELECT SECTOR SPDR TR81369Y60512,387$417,5760.01%
410AMERIPRISE FINL INC03076C1061,238$411,2150.01%
411US BANCORP DELUSB-PS12,400$409,6970.01%
412PUBLIC SVC ENTERPRISE GRP IN7445731066,477$405,5140.01%
413CITIGROUP INCC-PR8,808$405,5010.01%
414ISHARES TR4642877885,410$403,6400.01%
415FIDELITY COVINGTON TRUST31609285715,959$400,4160.01%
416ROSS STORES INCROST3,556$398,7350.01%
417FIRST BANCORP N C31891010613,368$397,6980.01%
418VANGUARD STAR FDS9219097687,033$394,3970.01%
419SPDR INDEX SHS FDS78463X87112,854$392,1770.01%
420AMERICAN TOWER CORP NEW03027X1002,021$391,9540.01%
421EVERSOURCE ENERGYES5,493$389,5550.01%
422CHEMOURS COCC10,547$389,0800.01%
423S&P GLOBAL INCSPGI967$387,6960.01%
424INNOVATOR ETFS TRINHD11,531$383,7520.01%
425SYNOPSYS INCSNPS878$382,2900.01%
426ISHARES TR4642876065,061$379,5750.01%
427INNOVATOR ETFS TRINHD13,842$377,9880.01%
428ECOLAB INCECL2,023$377,6740.01%
429ROLLINS INCROL8,772$375,7050.01%
430VERISIGN INCVRSN1,661$375,3370.01%
431NUSHARES ETF TRNU13,719$374,6660.01%
432WEYERHAEUSER CO MTN BEWY11,006$368,8140.01%
433GREEN DOT CORPGDOT19,644$368,1290.01%
434ISHARES TR46429B6633,642$367,0780.01%
435MCKESSON CORPMCK847$362,0050.01%
436ALARM COM HLDGS INCALRM7,000$361,7600.01%
437MAGELLAN MIDSTREAM PRTNRS LP5590801065,791$360,8750.01%
438PROSHARES TR74348A4673,787$357,0390.01%
439ISHARES U S ETF TR46431W85313,697$355,8490.01%
440GILEAD SCIENCES INCGILD4,610$355,3020.01%
441ARCHER DANIELS MIDLAND COADM4,701$355,2090.01%
442AMETEK INCAME2,179$352,7370.01%
443VANGUARD SCOTTSDALE FDS92206C6231,991$351,3320.01%
444CONSOLIDATED EDISON INCED3,859$348,8260.01%
445SPDR INDEX SHS FDS78470E20511,430$346,3290.01%
446AUTOZONE INCAZO138$344,0840.01%
447CELANESE CORP DELCE2,953$341,9580.01%
448ISHARES TR46435G19314,976$340,5550.01%
449MYERS INDS INC62846410917,518$340,3750.01%
450RPM INTL INC7496851033,784$339,5390.01%
451TE CONNECTIVITY LTDTEL2,408$337,5360.01%
452ISHARES TR4642874403,463$334,5260.01%
453INVESCO EXCHANGE TRADED FD TIVZ5,925$334,1110.01%
454ARISTA NETWORKS INCANET2,053$332,7090.01%
455GE HEALTHCARE TECHNOLOGIES IGEHC4,075$331,0600.01%
456SELECT SECTOR SPDR TR81369Y4071,916$325,3560.01%
457VANGUARD SCOTTSDALE FDS92206C1025,631$325,0790.01%
458ISHARES TR4642882573,373$323,6070.01%
459BROWN FORMAN CORPBF-B4,783$319,4100.01%
460ADVANCED MICRO DEVICES INCAMD2,794$318,2650.01%
461PACKAGING CORP AMER6951561092,396$316,6560.01%
462ROCKWELL AUTOMATION INCROK952$313,7450.01%
463MARSH & MCLENNAN COS INC5717481021,667$313,5300.01%
464SCHWAB STRATEGIC TR8085247715,390$310,3030.01%
465SPDR SER TR78464A8055,646$307,3550.01%
466SHELL PLCRYDAF4,999$301,8400.01%
467PROGRESSIVE CORP7433151032,274$301,0100.01%
468PPL CORPPPLC11,335$299,9250.01%
469MEDTRONIC PLCMDT3,404$299,8940.01%
470ISHARES TR46434V6215,694$293,4360.01%
471WEST PHARMACEUTICAL SVSC INC955306105749$286,4710.01%
472VANGUARD INDEX FDS9229086521,924$286,3490.01%
473VANGUARD SCOTTSDALE FDS92206C5654,180$285,9960.01%
474REALTY INCOME CORPO4,701$281,0740.01%
475VANGUARD ADMIRAL FDS INC9219327783,400$279,1740.01%
476DIMENSIONAL ETF TRUST25434V82312,784$275,1040.01%
477BROOKFIELD RENEWABLE PARTNERG162581089,284$273,7860.00%
478BUILDERS FIRSTSOURCE INCBLDR2,000$272,0000.00%
479HORMEL FOODS CORPHRL6,758$271,8070.00%
480ISHARES TR46436E7182,658$267,4750.00%
481ISHARES TR4642898675,175$266,2540.00%
482DISCOVER FINL SVCS2547091082,252$263,1470.00%
483CHUBB LIMITEDCB1,364$262,6520.00%
484J P MORGAN EXCHANGE TRADED F46641Q8375,199$260,6780.00%
485INVESCO LTDIVZ15,393$258,7570.00%
486BP PLCBPPFF7,276$256,7710.00%
487ISHARES TR464287515741$256,3200.00%
488SOUTHWEST AIRLS CO8447411087,004$253,6140.00%
489ISHARES TR46434V6135,529$251,4040.00%
490FEDERAL RLTY INVT TR NEW3137451012,566$248,3120.00%
491LABORATORY CORP AMER HLDGS50540R4091,024$247,1220.00%
492ISHARES TR464287523485$246,0220.00%
493CANADIAN NATL RY CO1363751022,031$245,8940.00%
494VANGUARD INDEX FDS9229085121,775$245,6430.00%
495FORTIVE CORPFTV3,261$243,8250.00%
496YUM CHINA HLDGS INCYUMC4,307$243,3460.00%
497SCHWAB STRATEGIC TR8085248625,048$242,6080.00%
498SPDR SER TR78464A4748,234$242,4090.00%
499WISDOMTREE TRWT4,073$242,1860.00%
500GALLAGHER ARTHUR J & CO3635761091,095$240,4890.00%