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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 (Amended)

Modera Wealth Management, LLC

Quarter ended Q4 2023 · Filed November 30, 2023 · Accession 0001725547-23-002560

Total Value
$5.30B
Positions
548
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD TAX-MANAGED FDS9219438585,822,327$254.6M4.80%
2VANGUARD INDEX FDS922908736842,369$229.4M4.33%
3VANGUARD SPECIALIZED FUNDS9219088441,111,690$172.7M3.26%
4VANGUARD INDEX FDS9229087441,231,974$169.9M3.21%
5APPLE INCAAPL927,463$158.8M3.00%
6ISHARES TR46432F8422,296,888$147.8M2.79%
7DIMENSIONAL ETF TRUST25434V1044,879,885$146.2M2.76%
8MICROSOFT CORPMSFT428,720$135.4M2.56%
9DIMENSIONAL ETF TRUST25434V7085,100,260$133.6M2.52%
10ISHARES TR464287200264,595$113.6M2.14%
11ISHARES TR4642882731,870,643$105.6M1.99%
12DIMENSIONAL ETF TRUST25434V8072,690,524$87.8M1.66%
13DIMENSIONAL ETF TRUST25434V7242,497,990$85.0M1.60%
14ISHARES TR4642888771,692,052$82.8M1.56%
15ISHARES TR464287804819,833$77.3M1.46%
16ISHARES TR464287614289,974$77.1M1.46%
17ISHARES TR464287879837,125$74.7M1.41%
18ISHARES TR464287598480,754$73.0M1.38%
19VANGUARD INTL EQUITY INDEX F9220428581,791,634$70.2M1.33%
20ISHARES TR464287663901,359$67.3M1.27%
21ISHARES INC46434G1031,370,213$65.2M1.23%
22LOWES COS INC548661107313,458$65.1M1.23%
23DIMENSIONAL ETF TRUST25434V4011,203,054$56.0M1.06%
24ISHARES TR464287309799,819$54.7M1.03%
25ALPHABET INCGOOG378,609$49.9M0.94%
26CISCO SYS INCCSCO896,704$48.2M0.91%
27AMERICAN CENTY ETF TR025072885642,490$47.1M0.89%
28ISHARES TR46429B655885,076$45.0M0.85%
29ISHARES TR464287507179,594$44.8M0.85%
30BROADCOM INCAVGO53,859$44.7M0.84%
31VANGUARD INDEX FDS922908611277,372$44.2M0.83%
32VANGUARD SCOTTSDALE FDS92206C409584,493$43.9M0.83%
33DIMENSIONAL ETF TRUST25434V609911,958$41.7M0.79%
34BLACKROCK INCBLK64,227$41.5M0.78%
35ISHARES TR464287465585,014$40.3M0.76%
36NOVO-NORDISK A SNONOF439,645$40.0M0.75%
37JPMORGAN CHASE & COVYLD260,705$37.8M0.71%
38JOHNSON & JOHNSONJNJ236,858$36.9M0.70%
39AMGEN INCAMGN132,684$35.7M0.67%
40ELI LILLY & COLLY65,874$35.4M0.67%
41DIMENSIONAL ETF TRUST25434V8151,360,783$34.5M0.65%
42SCHWAB STRATEGIC TR808524201676,030$34.2M0.65%
43BERKSHIRE HATHAWAY INC DELBRK-A97,640$34.2M0.65%
44ISHARES TR464287655189,717$33.5M0.63%
45J P MORGAN EXCHANGE TRADED F46641Q407352,773$33.1M0.63%
46VANGUARD SCOTTSDALE FDS92206C680468,765$32.1M0.61%
47VISA INCV134,265$30.9M0.58%
48AMAZON COM INCAMZN241,255$30.7M0.58%
49VANGUARD INDEX FDS922908769142,945$30.4M0.57%
50VANGUARD MUN BD FDS922907746624,415$30.0M0.57%
51PEPSICO INCPEP174,690$29.6M0.56%
52VANGUARD BD INDEX FDS921937819406,145$29.4M0.55%
53INTERPUBLIC GROUP COS INCINTR968,156$27.7M0.52%
54HOME DEPOT INCHD84,598$25.6M0.48%
55PROCTER AND GAMBLE CO742718109169,152$24.7M0.47%
56TAIWAN SEMICONDUCTOR MFG LTD874039100277,565$24.1M0.46%
57ISHARES TR464287630172,587$23.4M0.44%
58AUTOMATIC DATA PROCESSING INADP95,943$23.1M0.44%
59EMERSON ELEC COEMR234,920$22.7M0.43%
60SCHWAB STRATEGIC TR808524508332,408$22.5M0.42%
61ISHARES TR46434V6471,040,989$22.0M0.42%
62ISHARES TR464287671229,348$21.7M0.41%
63SCHWAB STRATEGIC TR808524300291,505$21.2M0.40%
64UNITED PARCEL SERVICE INCUPS131,635$20.5M0.39%
65UNITEDHEALTH GROUP INCUNH39,737$20.0M0.38%
66DIMENSIONAL ETF TRUST25434V500374,504$19.7M0.37%
67ISHARES TR46435G672402,443$19.6M0.37%
68WILLIAMS SONOMA INCWSM126,041$19.6M0.37%
69PNC FINL SVCS GROUP INC693475105154,663$19.0M0.36%
70SCHWAB STRATEGIC TR808524870358,727$18.1M0.34%
71LOCKHEED MARTIN CORPLMT42,467$17.4M0.33%
72ELECTRONIC ARTS INCEA141,527$17.0M0.32%
73TARGET CORPTGT151,947$16.8M0.32%
74SPDR S&P 500 ETF TRSPY39,093$16.7M0.32%
75ISHARES TR46428762267,448$15.8M0.30%
76VANGUARD BD INDEX FDS921937827196,282$14.8M0.28%
77ISHARES TR464288414137,247$14.1M0.27%
78TORONTO DOMINION BK ONTTORO231,705$14.0M0.26%
79ABBOTT LABSABLZF142,519$13.8M0.26%
80DOVER CORPDOV96,124$13.4M0.25%
81STRYKER CORPORATIONSYK46,521$12.7M0.24%
82STARBUCKS CORPSBUX138,277$12.6M0.24%
83DIMENSIONAL ETF TRUST25434V880550,872$12.4M0.23%
84ABBVIE INCABBV83,118$12.4M0.23%
85ISHARES TR46435G516178,072$12.3M0.23%
86ISHARES TR464288158119,492$12.3M0.23%
87COCA COLA COKO213,823$12.0M0.23%
88ALPHABET INCGOOG91,454$12.0M0.23%
89ISHARES TR464287226123,385$11.6M0.22%
90VANGUARD SCOTTSDALE FDS92206C870152,232$11.6M0.22%
91ISHARES TR46428740875,134$11.6M0.22%
92COMCAST CORP NEWCCZ258,506$11.5M0.22%
93UNILEVER PLCUNLYF230,399$11.4M0.21%
94MSCI INCMSCI21,990$11.3M0.21%
95SPDR INDEX SHS FDS78463X749289,894$11.1M0.21%
96ORACLE CORPORCL-PD104,432$11.1M0.21%
97FEDEX CORPFDX41,432$11.0M0.21%
98WALMART INCWMT67,661$10.8M0.20%
99VANGUARD INDEX FDS922908553142,895$10.8M0.20%
100LOGITECH INTL S AH50430232153,066$10.6M0.20%
101SCHWAB CHARLES CORPSCHW-PJ190,700$10.5M0.20%
102COLGATE PALMOLIVE COCL139,988$10.0M0.19%
103VANGUARD INDEX FDS92290875152,519$9.9M0.19%
104ELEVANCE HEALTH INCELV22,372$9.7M0.18%
105ISHARES TR46435G243408,859$9.7M0.18%
106ADOBE INCADBE18,916$9.6M0.18%
107BRISTOL-MYERS SQUIBB COCELG-RI165,313$9.6M0.18%
108DIMENSIONAL ETF TRUST25434V203357,455$9.3M0.18%
109ISHARES TR464288588102,834$9.1M0.17%
110BERKSHIRE HATHAWAY INC DELBRK-A17$9.0M0.17%
111SKYWORKS SOLUTIONS INCSWKS89,529$8.8M0.17%
112HUBBELL INCHUBB28,162$8.8M0.17%
113DISNEY WALT CO254687106108,774$8.8M0.17%
114ISHARES INC464286533163,257$8.7M0.16%
115LAM RESEARCH CORPLRCX12,804$8.0M0.15%
116VERTEX PHARMACEUTICALS INCVRTX22,742$7.9M0.15%
117REGENERON PHARMACEUTICALSREGN9,583$7.9M0.15%
118EXXON MOBIL CORPXOM66,057$7.8M0.15%
119DIMENSIONAL ETF TRUST25434V302333,497$7.5M0.14%
120INTERCONTINENTAL EXCHANGE IN45866F10466,643$7.3M0.14%
121ISHARES TR46435U663209,061$7.0M0.13%
122SPDR SER TR78464A35998,699$6.7M0.13%
123ISHARES TR46428764829,452$6.6M0.12%
124HUNTINGTON BANCSHARES INCHBANP616,043$6.4M0.12%
125SEI INVTS CO784117103106,026$6.4M0.12%
126JACOBS SOLUTIONS INCJ45,719$6.2M0.12%
127VANGUARD INTL EQUITY INDEX F92204271858,100$6.2M0.12%
128AVADEL PHARMACEUTICALS PLC05337M104594,000$6.1M0.12%
129ISHARES TR46435G42563,465$6.0M0.11%
130VANGUARD WHITEHALL FDS92194640657,408$5.9M0.11%
131SPRINKLR INCCXM419,347$5.8M0.11%
132AFLAC INCAFL75,343$5.8M0.11%
133TRUIST FINL CORP89832Q109201,821$5.8M0.11%
134MERCK & CO INCMRK55,151$5.7M0.11%
135WISDOMTREE TRWT137,403$5.6M0.11%
136ISHARES TR46428715058,722$5.5M0.10%
137ASML HOLDING N VASMLF9,359$5.5M0.10%
138NUTRIEN LTDNTR87,037$5.4M0.10%
139SPDR SER TR78464A854106,569$5.4M0.10%
140VANGUARD CHARLOTTE FDS92203J407108,778$5.2M0.10%
141PAYPAL HLDGS INCPYPL88,655$5.2M0.10%
142VANGUARD INDEX FDS92290836313,030$5.1M0.10%
143CHEVRON CORP NEWCVX30,321$5.1M0.10%
144ISHARES TR46428748155,581$5.1M0.10%
145VANGUARD WORLD FD92191069183,776$5.0M0.09%
146MCDONALDS CORPMCD18,777$4.9M0.09%
147SYSCO CORPSYY74,263$4.9M0.09%
148CVS HEALTH CORPCVS68,847$4.8M0.09%
149STMICROELECTRONICS N VSTMEF110,423$4.8M0.09%
150VANGUARD BD INDEX FDS92193783568,156$4.8M0.09%
151NVIDIA CORPORATIONNVDA10,651$4.6M0.09%
152SCHWAB STRATEGIC TR80852471498,616$4.6M0.09%
153AIR PRODS & CHEMS INCAIIR16,334$4.6M0.09%
154FORTINET INCFTNT77,364$4.5M0.09%
155VANGUARD INDEX FDS92290863722,930$4.5M0.08%
156ISHARES TR46428717643,180$4.5M0.08%
157GLOBAL PMTS INC37940X10238,355$4.4M0.08%
158INVESCO QQQ TRIVZ12,291$4.4M0.08%
159SCHWAB STRATEGIC TR808524805129,219$4.4M0.08%
160ALIGN TECHNOLOGY INCALGN14,310$4.4M0.08%
161RIO TINTO PLCRTNTF67,563$4.3M0.08%
162SCHWAB STRATEGIC TR808524607103,474$4.3M0.08%
163PPG INDS INC69350610732,708$4.2M0.08%
164ISHARES TR46428749961,077$4.2M0.08%
165SPDR S&P MIDCAP 400 ETF TRMDY9,165$4.2M0.08%
166PFIZER INCPFE120,549$4.0M0.08%
167ISHARES INC46434G863131,112$4.0M0.07%
168SPDR SER TR78464A30054,149$3.9M0.07%
169JEFFERIES FINL GROUP INC47233W109105,335$3.9M0.07%
170MASTERCARD INCORPORATEDMA9,616$3.8M0.07%
171ISHARES TR46428828145,187$3.7M0.07%
172DIMENSIONAL ETF TRUST25434V84979,172$3.7M0.07%
173RTX CORPORATIONRTX50,734$3.7M0.07%
174COSTCO WHSL CORP NEW22160K1056,448$3.6M0.07%
175SPDR SER TR78464A84781,492$3.6M0.07%
176VANGUARD INDEX FDS92290859516,484$3.5M0.07%
177ISHARES TR46428723491,740$3.5M0.07%
178ISHARES TR46428747332,860$3.4M0.06%
179NORTHROP GRUMMAN CORPNOC7,681$3.4M0.06%
180VANGUARD WORLD FDS92204A7028,056$3.3M0.06%
181TESLA INCTSLA12,651$3.2M0.06%
182SPDR SER TR78464A40951,861$3.1M0.06%
183BLACKSTONE INCBX28,553$3.1M0.06%
184J P MORGAN EXCHANGE TRADED F46654Q81560,779$2.9M0.06%
185INFOSYS LTDINFY169,453$2.9M0.05%
186VANGUARD INTL EQUITY INDEX F92204274231,009$2.9M0.05%
187AMERICAN EXPRESS COAXP19,175$2.9M0.05%
188ISHARES TR46428770527,873$2.8M0.05%
189INTEL CORPINTC77,012$2.7M0.05%
190PHILIP MORRIS INTL INC71817210928,926$2.7M0.05%
191HONEYWELL INTL INC43851610613,758$2.5M0.05%
192BOOKING HOLDINGS INCBKNG822$2.5M0.05%
193CIENA CORPCIEN53,545$2.5M0.05%
194INTERNATIONAL BUSINESS MACHSINTR17,565$2.5M0.05%
195NEXTERA ENERGY INCNEE-PW42,609$2.4M0.05%
196VANGUARD WHITEHALL FDS92194688541,038$2.4M0.05%
197SPDR GOLD TRGLD14,058$2.4M0.05%
198WSFS FINL CORP92932810265,781$2.4M0.05%
199BANK AMERICA CORP06050510487,590$2.4M0.05%
200UNION PAC CORPUNP11,694$2.4M0.04%
201FIRST TR EXCHANGE TRADED FD33733B10028,617$2.4M0.04%
202DEERE & CODE6,237$2.4M0.04%
203AMERICAN CENTY ETF TR02507280240,608$2.3M0.04%
204META PLATFORMS INCMETA7,775$2.3M0.04%
205ISHARES GOLD TRIAU65,885$2.3M0.04%
2063M COMMM23,817$2.2M0.04%
207DIMENSIONAL ETF TRUST25434V78191,552$2.2M0.04%
208DIMENSIONAL ETF TRUST25434V73293,346$2.2M0.04%
209AIRBNB INCABNB15,805$2.2M0.04%
210DUKE ENERGY CORP NEWDUKB23,956$2.1M0.04%
211VANGUARD INDEX FDS92290862910,007$2.1M0.04%
212VANGUARD MALVERN FDS92202080543,576$2.1M0.04%
213THERMO FISHER SCIENTIFIC INCTMO4,034$2.0M0.04%
214SELECT SECTOR SPDR TR81369Y88634,500$2.0M0.04%
215QUALCOMM INCQCOM17,788$2.0M0.04%
216DUPONT DE NEMOURS INCDD26,408$2.0M0.04%
217ISHARES TR46435U54943,110$2.0M0.04%
218CATERPILLAR INCCAT7,026$1.9M0.04%
219VANGUARD WORLD FD92191073325,060$1.9M0.04%
220ALTRIA GROUP INCMO44,807$1.9M0.04%
221ACCENTURE PLC IRELANDACN6,103$1.9M0.04%
222SALESFORCE INCCRM8,949$1.8M0.03%
223PIMCO ETF TR72201R64318,380$1.8M0.03%
224GENERAL DYNAMICS CORPGD8,083$1.8M0.03%
225CSX CORPCSX57,741$1.8M0.03%
226ISHARES TR4642876897,243$1.8M0.03%
227DANAHER CORPORATION2358511027,075$1.8M0.03%
228SCHWAB STRATEGIC TR80852410234,764$1.7M0.03%
229NORFOLK SOUTHN CORP6558441088,679$1.7M0.03%
230MORGAN STANLEYMS-PQ20,725$1.7M0.03%
231HERSHEY COHSY8,433$1.7M0.03%
232LAUDER ESTEE COS INC51843910411,623$1.7M0.03%
233SPDR SER TR78468R79646,689$1.6M0.03%
234WISDOMTREE TRWT35,294$1.6M0.03%
235WISDOMTREE TRWT57,211$1.6M0.03%
236SPDR SER TR78464A50838,776$1.6M0.03%
237AVANTOR INCAVTR75,592$1.6M0.03%
238NUCOR CORPNUE10,083$1.6M0.03%
239SPDR SER TR78464A87021,084$1.5M0.03%
240CORTEVA INCCTVA29,728$1.5M0.03%
241SPDR SER TR78468R73932,844$1.5M0.03%
242ISHARES TR46428745718,273$1.5M0.03%
243ISHARES TR46435G10219,828$1.5M0.03%
244NUSHARES ETF TRNU42,234$1.5M0.03%
245MONDELEZ INTL INC60920710521,115$1.5M0.03%
246HOLOGIC INCHOLX20,962$1.5M0.03%
247VANGUARD ADMIRAL FDS INC9219327039,707$1.4M0.03%
248SCHWAB STRATEGIC TR80852488843,562$1.4M0.03%
249SELECT SECTOR SPDR TR81369Y70413,662$1.4M0.03%
250TEXAS INSTRS INC8825081048,677$1.4M0.03%
251L3HARRIS TECHNOLOGIES INCLHX7,837$1.4M0.03%
252DOW INCDOW26,456$1.4M0.03%
253INTUITINTU2,643$1.4M0.03%
254ISHARES TR46428788712,009$1.3M0.02%
255DIAGEO PLCDGEAF8,796$1.3M0.02%
256SCHWAB STRATEGIC TR80852470654,437$1.3M0.02%
257PRUDENTIAL FINL INCPUKPF13,589$1.3M0.02%
258ILLINOIS TOOL WKS INC4523081095,569$1.3M0.02%
259GENERAL ELECTRIC CO36960430111,421$1.3M0.02%
260ISHARES TR46434V26642,325$1.3M0.02%
261VANGUARD WORLD FDS92204A8017,131$1.2M0.02%
262DIMENSIONAL ETF TRUST25434V77354,296$1.2M0.02%
263CARRIER GLOBAL CORPORATIONCARR21,099$1.2M0.02%
264DIMENSIONAL ETF TRUST25434V71641,868$1.2M0.02%
265INVESCO EXCHANGE TRADED FD TIVZ36,143$1.2M0.02%
266APPLIED MATLS INC0382221058,287$1.1M0.02%
267SELECT SECTOR SPDR TR81369Y8036,901$1.1M0.02%
268IES HLDGS INCIESC17,140$1.1M0.02%
269SCHWAB STRATEGIC TR80852483925,453$1.1M0.02%
270GENERAL MLS INC37033410417,582$1.1M0.02%
271ESSENTIAL UTILS INC29670G10232,492$1.1M0.02%
272CONOCOPHILLIPSCOP9,154$1.1M0.02%
273ISHARES TR46428868735,556$1.1M0.02%
274INVESCO EXCHANGE TRADED FD TIVZ7,436$1.1M0.02%
275SPDR SER TR78468R85328,487$1.1M0.02%
276SPDR INDEX SHS FDS78463X88933,766$1.0M0.02%
277BOEING COBA-PA5,447$1.0M0.02%
278GOLDMAN SACHS GROUP INCGSCE3,213$1.0M0.02%
279ISHARES TR46428756420,665$1.0M0.02%
280CME GROUP INCCME5,091$1.0M0.02%
281MOTOROLA SOLUTIONS INCMSI3,720$1.0M0.02%
282WELLS FARGO CO NEW94974610124,346$994,7500.02%
283UFP INDUSTRIES INCUFPI9,690$992,2560.02%
284DIMENSIONAL ETF TRUST25434V79942,425$990,6200.02%
285KINDER MORGAN INC DELEP-PC58,359$967,5920.02%
286DOLLAR GEN CORP NEW2566771059,143$967,3360.02%
287ETSY INCETSY14,970$966,7630.02%
288SONO TEK CORPSOTK185,043$965,9250.02%
289LOEWS CORPL15,250$965,4780.02%
290VANGUARD BD INDEX FDS92203C30319,558$962,0590.02%
291SCHWAB STRATEGIC TR80852440914,741$950,2270.02%
292VANGUARD SCOTTSDALE FDS92206C71414,177$945,0400.02%
293ZIMMER BIOMET HOLDINGS INCZBH8,249$925,7030.02%
294BECTON DICKINSON & COBDX3,496$903,8220.02%
295SPDR DOW JONES INDL AVERAGE78467X1092,632$881,5010.02%
296TJX COS INC NEW8725401099,811$872,0020.02%
297NIKE INCNKE8,834$844,7220.02%
298MARRIOTT INTL INC NEW5719032024,292$843,6360.02%
299VANGUARD WORLD FDS92204A3066,591$835,3020.02%
300VISHAY INTERTECHNOLOGY INCVSH33,564$829,6930.02%
301ISHARES TR4642875566,756$826,1800.02%
302DIMENSIONAL ETF TRUST25434V66632,700$811,2870.02%
303OCCIDENTAL PETE CORP67459910512,470$809,0840.02%
304VANGUARD INTL EQUITY INDEX F92204267620,779$808,9460.02%
305ROYAL BK CDA7800871029,093$795,0920.02%
306VANGUARD INTL EQUITY INDEX F92204277515,090$782,7050.01%
307SCHWAB STRATEGIC TR80852475524,599$779,0510.01%
308NOVARTIS AGNVSEF7,556$769,6550.01%
309ISHARES TR4642871687,146$769,2110.01%
310OTIS WORLDWIDE CORPOTIS9,332$749,4530.01%
311VANGUARD INDEX FDS9229085383,771$734,5670.01%
312SCHWAB STRATEGIC TR80852479710,374$734,0540.01%
313SPDR SER TR78464A65629,254$726,6700.01%
314VANGUARD WORLD FDS92204A1082,664$717,6020.01%
315VERIZON COMMUNICATIONS INCVZ22,130$717,2230.01%
316WATSCO INCWSO-B1,889$713,5130.01%
317KIMBERLY-CLARK CORPKMB5,900$712,9800.01%
318ISHARES TR46429B7477,336$711,0060.01%
319NETFLIX INCNFLX1,872$706,8680.01%
320VANGUARD WORLD FDS92204A5042,945$692,2690.01%
321DIMENSIONAL ETF TRUST25434V65830,860$691,5640.01%
322CLOROX CO DELCLX5,130$672,3710.01%
323AON PLCAON2,045$663,0310.01%
324DIMENSIONAL ETF TRUST25434V68222,440$659,5260.01%
325ISHARES TR4642877398,429$658,6650.01%
326TOTALENERGIES SETTE9,990$656,9430.01%
327AT&T INCT-PC43,281$650,0750.01%
328VANGUARD ADMIRAL FDS INC9219325052,618$646,3430.01%
329SPDR SER TR78464A7635,558$639,2250.01%
330DIMENSIONAL ETF TRUST25434V87215,821$638,7070.01%
331SOUTHERN COSOMN9,769$632,2330.01%
332WISDOMTREE TRWT12,981$627,6310.01%
333WISDOMTREE TRWT13,434$621,4570.01%
334HUNTINGTON INGALLS INDS INC4464131063,030$619,8780.01%
335TELEDYNE TECHNOLOGIES INCTDY1,514$618,5910.01%
336FISERV INCFISV5,443$614,8420.01%
337INVESCO EXCH TRADED FD TR IIIVZ39,520$607,8940.01%
338OLD DOMINION FREIGHT LINE INODFL1,456$595,5100.01%
339CAPITAL ONE FINL CORP14040H1056,031$585,3090.01%
340DIMENSIONAL ETF TRUST25434V69020,329$583,6460.01%
341POLARIS INCPII5,602$583,3920.01%
342ISHARES TR4642888026,363$572,4800.01%
343ISHARES TR46428988316,534$561,5120.01%
344YUM BRANDS INCYUM4,459$557,1080.01%
345PAYCHEX INCPAYX4,828$556,8140.01%
346CROWDSTRIKE HLDGS INCCRWD3,311$554,1960.01%
347VANGUARD WORLD FD92191072510,849$547,2280.01%
348INVESCO SR INCOME TRIVZ139,356$546,2760.01%
349SPDR SER TR78468R20017,753$545,3790.01%
350PHILLIPS 66PSX4,535$544,8800.01%
351THE CIGNA GROUP1255231001,865$533,5210.01%
352ISHARES TR4642872425,227$533,2250.01%
353ISHARES TR46432F3963,816$533,0960.01%
354EATON CORP PLCETN2,475$527,8310.01%
355LINDE PLCLIN1,415$526,7560.01%
356DIMENSIONAL ETF TRUST25434V86411,321$525,0500.01%
357NUSHARES ETF TRNU15,305$514,0950.01%
358DOMINION ENERGY INCD11,392$508,8850.01%
359TRAVELERS COMPANIES INCTRV3,081$503,1090.01%
360MATSON INCMATX5,664$502,5390.01%
361INTUITIVE SURGICAL INCISRG1,715$501,2780.01%
362INVESCO EXCH TRADED FD TR IIIVZ8,485$498,8120.01%
363HUMANA INCHUM1,021$496,9670.01%
364SELECT SECTOR SPDR TR81369Y5065,375$485,8470.01%
365ISHARES TR46435U85313,980$485,2460.01%
366AMERICAN ELEC PWR CO INC0255371016,404$481,7090.01%
367INVESCO EXCH TRADED FD TR IIIVZ3,240$477,5950.01%
368ISHARES TR4642877544,726$476,8060.01%
369SELECT SECTOR SPDR TR81369Y2093,669$472,3480.01%
370GENUINE PARTS COGPC3,271$472,2670.01%
371TC BIOPHARM HOLDINGS PLC87807D20216,244$466,0310.01%
372SAP SESAPGF3,599$465,4230.01%
373J P MORGAN EXCHANGE TRADED F46641Q8379,090$456,1370.01%
374WASTE MGMT INC DEL94106L1092,977$453,8100.01%
375EBAY INC.EBAY10,264$452,5610.01%
376SYNOPSYS INCSNPS985$452,0860.01%
377SPDR SER TR78464A66417,000$444,5500.01%
378DIMENSIONAL ETF TRUST25434V6748,775$437,4920.01%
379AMERIPRISE FINL INC03076C1061,324$436,4960.01%
380ISHARES TR4642877214,148$435,2090.01%
381VANGUARD ADMIRAL FDS INC9219328284,906$428,7850.01%
382ISHARES TR4642888694,278$428,2000.01%
383ISHARES TR4642877885,712$427,0300.01%
384CANADIAN PACIFIC KANSAS CITYCP5,737$426,8910.01%
385SCHWAB STRATEGIC TR80852484723,935$424,8400.01%
386UNITED RENTALS INCURI952$423,4310.01%
387AMERICAN CENTY ETF TR0250728775,372$418,7160.01%
388TELADOC HEALTH INCTDOC22,520$418,6470.01%
389ROSS STORES INCROST3,661$413,5110.01%
390ENBRIDGE INCENNPF12,233$407,8370.01%
391CORNING INCGLW13,224$402,9350.01%
392SPDR SER TR78464A28416,873$401,9150.01%
393ENTERPRISE PRODS PARTNERS L29379210714,559$398,4790.01%
394MCKESSON CORPMCK902$392,3090.01%
395DUN & BRADSTREET HLDGS INC26484T10639,266$392,2680.01%
396CUMMINS INCCMI1,711$390,8960.01%
397WISDOMTREE TRWT6,337$389,6620.01%
398ALARM COM HLDGS INCALRM6,309$385,7330.01%
399US BANCORP DELUSB-PS11,545$381,6660.01%
400SELECT SECTOR SPDR TR81369Y60511,483$380,9010.01%
401PUBLIC SVC ENTERPRISE GRP IN7445731066,647$378,3080.01%
402VANGUARD WORLD FDS92204A8843,590$377,6320.01%
403FIRST BANCORP N C31891010613,376$376,4020.01%
404RPM INTL INC7496851033,943$373,8360.01%
405INNOVATOR ETFS TRINHD11,531$373,1430.01%
406SPDR INDEX SHS FDS78463X87112,799$372,9640.01%
407EVERSOURCE ENERGYES6,384$371,2230.01%
408VANGUARD STAR FDS9219097686,934$371,0900.01%
409MICROCHIP TECHNOLOGY INC.MCHPP4,736$369,6210.01%
410PACKAGING CORP AMER6951561092,403$368,9810.01%
411INNOVATOR ETFS TRINHD13,842$368,9680.01%
412ARCHER DANIELS MIDLAND COADM4,883$368,2760.01%
413ISHARES TR4642877621,363$368,2380.01%
414ARISTA NETWORKS INCANET2,001$368,0440.01%
415FIDELITY COVINGTON TRUST31609285716,176$368,0080.01%
416NUSHARES ETF TRNU13,719$359,7120.01%
417CITIGROUP INCC-PR8,738$359,3770.01%
418ISHARES TR46432F8597,735$358,7500.01%
419AUTOZONE INCAZO141$358,1390.01%
420ECOLAB INCECL2,110$357,4350.01%
421GILEAD SCIENCES INCGILD4,676$350,4010.01%
422VERISIGN INCVRSN1,721$348,5550.01%
423SHERWIN WILLIAMS COSHW1,365$347,9160.01%
424SELECT SECTOR SPDR TR81369Y4072,144$345,1410.01%
425CAMPBELL SOUP COCPB8,386$344,4970.01%
426ISHARES TR4642876064,726$341,4070.01%
427MARSH & MCLENNAN COS INC5717481021,781$338,8680.01%
428ZOETIS INCZTS1,928$335,3620.01%
429S&P GLOBAL INCSPGI910$332,6400.01%
430ROLLINS INCROL8,882$331,5660.01%
431SPDR INDEX SHS FDS78470E20511,430$331,3850.01%
432ISHARES TR46429B6633,337$329,9960.01%
433DOLLAR TREE INCDLTR3,073$327,1210.01%
434FORD MTR CO DEL34537086026,312$326,7990.01%
435SCHWAB STRATEGIC TR8085248626,806$325,9400.01%
436VANGUARD SCOTTSDALE FDS92206C6231,996$325,4810.01%
437ISHARES TR46435G19314,942$325,1380.01%
438VANGUARD SCOTTSDALE FDS92206C1025,631$324,3460.01%
439AMETEK INCAME2,179$322,0320.01%
440SHELL PLCRYDAF5,000$321,9010.01%
441WISDOMTREE TRWT3,626$319,9950.01%
442CELANESE CORP DELCE2,545$319,4490.01%
443INVESCO EXCHANGE TRADED FD TIVZ5,925$315,0920.01%
444MYERS INDS INC62846410917,518$314,0980.01%
445ISHARES TR4642874403,353$307,1020.01%
446PROSHARES TR74348A4673,447$305,2330.01%
447FORTIVE CORPFTV4,106$304,5020.01%
448WEYERHAEUSER CO MTN BEWY9,920$304,1400.01%
449AMERICAN TOWER CORP NEW03027X1001,847$303,7400.01%
450CHUBB LIMITEDCB1,456$303,1110.01%
451TE CONNECTIVITY LTDTEL2,449$302,5760.01%
452ISHARES TR4642882573,244$299,6490.01%
453WISDOMTREE TRWT9,832$299,4830.01%
454VANGUARD INTL EQUITY INDEX F9220428745,117$296,4360.01%
455SPDR SER TR78464A8055,642$296,1370.01%
456CHEMOURS COCC10,547$295,8430.01%
457GE HEALTHCARE TECHNOLOGIES IGEHC4,341$295,3550.01%
458WISDOMTREE TRWT6,821$295,1450.01%
459ROCKWELL AUTOMATION INCROK1,016$290,5380.01%
460ADVANCED MICRO DEVICES INCAMD2,824$290,3250.01%
461ANNOVIS BIO INCANVS30,513$289,5690.01%
462BP PLCBPPFF7,464$289,0060.01%
463BROWN FORMAN CORPBF-B4,934$284,6440.01%
464WISDOMTREE TRWT7,165$283,0110.01%
465ISHARES TR46434V6215,694$282,0470.01%
466WEST PHARMACEUTICAL SVSC INC955306105749$281,0330.01%
467KRAFT HEINZ COKHC8,341$280,6040.01%
468MEDTRONIC PLCMDT3,537$277,1510.01%
469GOLDMAN SACHS ETF TRNVGLF3,287$276,8650.01%
470VALERO ENERGY CORPVLO1,933$273,9260.01%
471GREEN DOT CORPGDOT19,644$273,6410.01%
472SCHWAB STRATEGIC TR8085247714,833$270,5040.01%
473VANGUARD INDEX FDS9229086521,867$267,5970.01%
474PPL CORPPPLC11,305$266,3460.01%
475SCHWAB STRATEGIC TR8085247635,403$261,9920.00%
476VANGUARD ADMIRAL FDS INC9219327783,400$261,9700.00%
477AGNICO EAGLE MINES LTDAEM5,750$261,3380.00%
478ISHARES TR4642898675,238$258,8100.00%
479ISHARES TR46436E7182,558$257,5140.00%
480PROGRESSIVE CORP7433151031,848$257,4270.00%
481HORMEL FOODS CORPHRL6,758$257,0070.00%
482ONEOK INC NEWOKE3,949$250,4580.00%
483WISDOMTREE TRWT9,390$250,4320.00%
484GALLAGHER ARTHUR J & CO3635761091,098$250,3290.00%
485THE TRADE DESK INC88339J1053,195$249,6900.00%
486BUILDERS FIRSTSOURCE INCBLDR2,000$248,9800.00%
487ISHARES TR4642898593,889$246,9240.00%
488SPDR SER TR78464A4748,234$241,4210.00%
489MICRON TECHNOLOGY INCMU3,530$240,1460.00%
490YUM CHINA HLDGS INCYUMC4,307$239,9870.00%
491FEDERAL RLTY INVT TR NEW3137451012,643$239,5360.00%
492DIMENSIONAL ETF TRUST25434V82312,256$239,2450.00%
493INVESCO EXCH TRADED FD TR IIIVZ21,802$238,7290.00%
494ISHARES TR464287515698$238,1990.00%
495ISHARES TR464287523482$228,2990.00%
496UNITED CMNTY BKS BLAIRSVLE GUNTCW8,883$225,7190.00%
497SEELOS THERAPEUTICS INC81577F1091,223,776$225,1750.00%
498WEBSTER FINL CORP9478901095,566$224,3660.00%
499WISDOMTREE TRWT3,887$223,3870.00%
500FRANKLIN COVEY COFC5,196$223,0130.00%