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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 Q1 2024 · Filed May 14, 2024 · Accession 0001725547-24-002143

Total Value
$6.57B
Positions
570
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736964,994$332.2M5.07%
2VANGUARD TAX-MANAGED FDS9219438585,738,186$287.9M4.39%
3VANGUARD SPECIALIZED FUNDS9219088441,270,301$232.0M3.54%
4VANGUARD INDEX FDS9229087441,387,915$226.0M3.45%
5ISHARES TR46432F8422,785,739$206.8M3.16%
6MICROSOFT CORPMSFT417,548$175.7M2.68%
7DIMENSIONAL ETF TRUST25434V7085,300,761$169.4M2.58%
8ISHARES TR46429B7471,600,792$159.2M2.43%
9APPLE INCAAPL894,506$153.4M2.34%
10DIMENSIONAL ETF TRUST25434V1044,175,186$152.6M2.33%
11ISHARES TR4642878041,308,567$144.6M2.21%
12ISHARES TR464287200267,157$140.5M2.14%
13ISHARES TR4642882732,014,397$127.6M1.95%
14DIMENSIONAL ETF TRUST25434V7242,440,025$99.8M1.52%
15DIMENSIONAL ETF TRUST25434V8072,657,513$97.7M1.49%
16ISHARES TR464287614284,789$96.0M1.46%
17ISHARES TR4642888771,729,132$94.1M1.44%
18ISHARES TR464287663977,605$88.4M1.35%
19ISHARES TR464287598462,448$82.8M1.26%
20ISHARES TR464287879799,994$82.2M1.25%
21LOWES COS INC548661107306,148$78.0M1.19%
22VANGUARD INTL EQUITY INDEX F9220428581,774,609$74.1M1.13%
23ISHARES INC46434G1031,338,668$69.1M1.05%
24DIMENSIONAL ETF TRUST25434V4011,198,233$68.3M1.04%
25AMERICAN CENTY ETF TR025072885751,705$67.3M1.03%
26ISHARES TR464287309772,999$65.3M1.00%
27BROADCOM INCAVGO48,986$64.9M0.99%
28DIMENSIONAL ETF TRUST25434V8152,156,841$64.9M0.99%
29ALPHABET INCGOOG374,343$57.0M0.87%
30VANGUARD INDEX FDS922908611293,469$56.3M0.86%
31ISHARES TR464287507865,813$52.6M0.80%
32BLACKROCK INCBLK62,742$52.3M0.80%
33NOVO-NORDISK A SNONOF405,255$52.0M0.79%
34JPMORGAN CHASE & COVYLD249,336$49.9M0.76%
35DIMENSIONAL ETF TRUST25434V609880,923$47.9M0.73%
36VANGUARD SCOTTSDALE FDS92206C409614,667$47.5M0.73%
37ELI LILLY & COLLY59,546$46.3M0.71%
38ISHARES TR464287465559,416$44.7M0.68%
39CISCO SYS INCCSCO871,913$43.5M0.66%
40AMAZON COM INCAMZN240,536$43.4M0.66%
41BERKSHIRE HATHAWAY INC DELBRK-A101,838$42.8M0.65%
42VANGUARD SCOTTSDALE FDS92206C680469,274$40.7M0.62%
43WILLIAMS SONOMA INCWSM126,012$40.0M0.61%
44ISHARES TR464287655189,674$39.9M0.61%
45J P MORGAN EXCHANGE TRADED F46641Q407337,958$37.9M0.58%
46TAIWAN SEMICONDUCTOR MFG LTD874039100276,934$37.7M0.58%
47JOHNSON & JOHNSONJNJ237,278$37.5M0.57%
48VISA INCV134,325$37.5M0.57%
49SCHWAB STRATEGIC TR808524201594,492$36.9M0.56%
50AMGEN INCAMGN126,876$36.1M0.55%
51VANGUARD INDEX FDS922908769134,322$34.9M0.53%
52VANGUARD MUN BD FDS922907746661,605$33.5M0.51%
53HOME DEPOT INCHD84,773$32.5M0.50%
54INTERPUBLIC GROUP COS INCINTR946,315$30.9M0.47%
55PEPSICO INCPEP171,745$30.1M0.46%
56ISHARES TR46429B655580,154$29.6M0.45%
57VANGUARD BD INDEX FDS921937819384,922$29.0M0.44%
58ISHARES TR464287671232,553$27.3M0.42%
59TARGET CORPTGT153,425$27.2M0.41%
60PROCTER AND GAMBLE CO742718109163,358$26.5M0.40%
61SCHWAB STRATEGIC TR808524508319,502$26.0M0.40%
62ISHARES TR464287630162,910$25.9M0.39%
63EMERSON ELEC COEMR220,827$25.0M0.38%
64PNC FINL SVCS GROUP INC693475105154,270$24.9M0.38%
65SCHWAB STRATEGIC TR808524300266,617$24.7M0.38%
66AUTOMATIC DATA PROCESSING INADP96,776$24.2M0.37%
67ISHARES TR46434V647965,467$22.9M0.35%
68DIMENSIONAL ETF TRUST25434V500363,472$22.7M0.35%
69SPDR S&P 500 ETF TRSPY41,245$21.6M0.33%
70ISHARES TR46435G672418,470$20.9M0.32%
71UNITED PARCEL SERVICE INCUPS139,307$20.7M0.32%
72ISHARES TR46428762267,363$19.4M0.30%
73LOCKHEED MARTIN CORPLMT42,184$19.2M0.29%
74ELECTRONIC ARTS INCEA143,720$19.1M0.29%
75UNITEDHEALTH GROUP INCUNH37,515$18.6M0.28%
76ISHARES TR464288414156,636$16.9M0.26%
77DOVER CORPDOV94,472$16.7M0.26%
78ISHARES TR464288588178,543$16.5M0.25%
79VANGUARD INDEX FDS92290875171,890$16.4M0.25%
80STRYKER CORPORATIONSYK44,060$15.8M0.24%
81VANGUARD BD INDEX FDS921937827204,567$15.7M0.24%
82ABBVIE INCABBV79,556$14.5M0.22%
83SCHWAB CHARLES CORPSCHW-PJ198,268$14.3M0.22%
84ABBOTT LABSABLZF126,100$14.3M0.22%
85ALPHABET INCGOOG92,462$14.0M0.21%
86ISHARES TR46428740874,383$13.9M0.21%
87ISHARES TR46435G516170,719$13.6M0.21%
88DIMENSIONAL ETF TRUST25434V880532,978$13.6M0.21%
89ISHARES TR464287226137,729$13.5M0.21%
90COCA COLA COKO216,618$13.3M0.20%
91STARBUCKS CORPSBUX140,926$12.9M0.20%
92DISNEY WALT CO254687106105,139$12.9M0.20%
93ORACLE CORPORCL-PD102,049$12.8M0.20%
94VANGUARD SCOTTSDALE FDS92206C870155,782$12.5M0.19%
95ELEVANCE HEALTH INCELV24,089$12.5M0.19%
96ISHARES TR464288158119,213$12.5M0.19%
97DIMENSIONAL ETF TRUST25434V302501,915$12.4M0.19%
98HUBBELL INCHUBB29,522$12.3M0.19%
99UNILEVER PLCUNLYF241,804$12.1M0.19%
100COLGATE PALMOLIVE COCL133,607$12.0M0.18%
101WALMART INCWMT199,616$12.0M0.18%
102FEDEX CORPFDX38,812$11.2M0.17%
103LOGITECH INTL S AH50430232125,167$11.2M0.17%
104TORONTO DOMINION BK ONTTORO184,621$11.1M0.17%
105ISHARES TR46435G243443,285$10.9M0.17%
106VANGUARD INDEX FDS922908553125,085$10.8M0.17%
107BERKSHIRE HATHAWAY INC DELBRK-A17$10.8M0.16%
108ASML HOLDING N VASMLF10,957$10.6M0.16%
109TRUIST FINL CORP89832Q109266,721$10.4M0.16%
110VERTEX PHARMACEUTICALS INCVRTX24,801$10.4M0.16%
111AVADEL PHARMACEUTICALS PLC05337M104600,449$10.1M0.15%
112DIMENSIONAL ETF TRUST25434V203335,193$10.1M0.15%
113COMCAST CORP NEWCCZ232,353$10.1M0.15%
114SPDR INDEX SHS FDS78463X749230,126$9.9M0.15%
115NVIDIA CORPORATIONNVDA10,808$9.8M0.15%
116SCHWAB STRATEGIC TR808524870184,553$9.6M0.15%
117INTERCONTINENTAL EXCHANGE IN45866F10469,699$9.6M0.15%
118ISHARES TR46435U663236,824$9.5M0.15%
119LAM RESEARCH CORPLRCX9,779$9.5M0.15%
120SKYWORKS SOLUTIONS INCSWKS86,747$9.4M0.14%
121ADOBE INCADBE18,521$9.3M0.14%
122ISHARES INC464286533160,901$9.1M0.14%
123SPDR SER TR78464A359124,356$9.1M0.14%
124REGENERON PHARMACEUTICALSREGN9,103$8.8M0.13%
125EXXON MOBIL CORPXOM69,804$8.1M0.12%
126VANGUARD BD INDEX FDS921937835106,812$7.8M0.12%
127ISHARES TR46428764828,395$7.7M0.12%
128ISHARES TR46435G42562,812$7.2M0.11%
129MERCK & CO INCMRK54,596$7.2M0.11%
130GLOBAL PMTS INC37940X10253,383$7.1M0.11%
131MSCI INCMSCI12,008$6.7M0.10%
132VANGUARD INTL EQUITY INDEX F92204271856,550$6.6M0.10%
133VANGUARD WHITEHALL FDS92194640654,274$6.6M0.10%
134ISHARES TR46428715056,854$6.6M0.10%
135SEI INVTS CO78411710390,751$6.5M0.10%
136JACOBS SOLUTIONS INCJ42,381$6.5M0.10%
137WISDOMTREE TRWT132,454$6.5M0.10%
138VANGUARD INDEX FDS92290836313,382$6.4M0.10%
139AFLAC INCAFL73,300$6.3M0.10%
140ISHARES TR46428748153,889$6.2M0.09%
141HUNTINGTON BANCSHARES INCHBANP434,665$6.1M0.09%
142SYSCO CORPSYY74,344$6.0M0.09%
143FORTINET INCFTNT86,190$5.9M0.09%
144PAYPAL HLDGS INCPYPL87,649$5.9M0.09%
145VANGUARD CHARLOTTE FDS92203J407118,544$5.8M0.09%
146BRISTOL-MYERS SQUIBB COCELG-RI106,823$5.8M0.09%
147VANGUARD WORLD FD92191069192,162$5.8M0.09%
148ALIGN TECHNOLOGY INCALGN16,941$5.6M0.08%
149INVESCO QQQ TRIVZ12,497$5.5M0.08%
150MCDONALDS CORPMCD19,485$5.5M0.08%
151SPDR SER TR78464A85488,775$5.5M0.08%
152SCHWAB STRATEGIC TR808524805139,983$5.5M0.08%
153SCHWAB STRATEGIC TR808524714110,978$5.4M0.08%
154VANGUARD INDEX FDS92290863722,286$5.3M0.08%
155STMICROELECTRONICS N VSTMEF123,177$5.3M0.08%
156CVS HEALTH CORPCVS66,071$5.3M0.08%
157SCHWAB STRATEGIC TR808524607106,994$5.3M0.08%
158ISHARES TR46428749962,241$5.2M0.08%
159MASTERCARD INCORPORATEDMA9,917$4.8M0.07%
160PPG INDS INC69350610732,687$4.7M0.07%
161SPDR S&P MIDCAP 400 ETF TRMDY8,499$4.7M0.07%
162RTX CORPORATIONRTX48,378$4.7M0.07%
163ISHARES INC46434G863143,327$4.6M0.07%
164COSTCO WHSL CORP NEW22160K1056,230$4.6M0.07%
165NUTRIEN LTDNTR84,013$4.6M0.07%
166CHEVRON CORP NEWCVX28,615$4.5M0.07%
167VANGUARD WORLD FD92204A7028,604$4.5M0.07%
168AMERICAN EXPRESS COAXP19,399$4.4M0.07%
169ISHARES TR46428717640,674$4.4M0.07%
170DIMENSIONAL ETF TRUST25434V666145,293$4.4M0.07%
171SPDR SER TR78464A30052,448$4.4M0.07%
172JEFFERIES FINL GROUP INC47233W10997,915$4.3M0.07%
173VANGUARD WHITEHALL FDS92194688567,443$4.3M0.07%
174VANGUARD INDEX FDS92290859516,446$4.3M0.07%
175RIO TINTO PLCRTNTF66,643$4.2M0.06%
176SPDR SER TR78464A84777,009$4.1M0.06%
177ISHARES TR46428747332,615$4.1M0.06%
178DIMENSIONAL ETF TRUST25434V84982,230$4.0M0.06%
179SPRINKLR INCCXM319,347$3.9M0.06%
180SALESFORCE INCCRM12,993$3.9M0.06%
181J P MORGAN EXCHANGE TRADED F46654Q81577,092$3.9M0.06%
182META PLATFORMS INCMETA7,875$3.8M0.06%
183AMERICAN CENTY ETF TR02507280257,554$3.8M0.06%
184ISHARES TR46428828141,760$3.7M0.06%
185AIR PRODS & CHEMS INCAIIR15,426$3.7M0.06%
186ISHARES TR46428723490,506$3.7M0.06%
187INTERNATIONAL BUSINESS MACHSINTR19,294$3.7M0.06%
188NORTHROP GRUMMAN CORPNOC7,619$3.6M0.06%
189SPDR SER TR78464A40947,694$3.5M0.05%
190INTEL CORPINTC75,846$3.4M0.05%
191ISHARES TR46428770527,846$3.3M0.05%
192VANGUARD INTL EQUITY INDEX F92204274228,848$3.2M0.05%
193INFOSYS LTDINFY173,664$3.1M0.05%
194SPDR GOLD TRGLD14,915$3.1M0.05%
195BANK AMERICA CORP06050510480,336$3.0M0.05%
196BOOKING HOLDINGS INCBKNG838$3.0M0.05%
197WSFS FINL CORP92932810265,736$3.0M0.05%
198QUALCOMM INCQCOM17,371$2.9M0.04%
199UNION PAC CORPUNP11,616$2.9M0.04%
200VANGUARD INDEX FDS92290862910,838$2.7M0.04%
201ISHARES GOLD TRIAU63,717$2.7M0.04%
202DEERE & CODE6,382$2.6M0.04%
203PHILIP MORRIS INTL INC71817210928,310$2.6M0.04%
204HONEYWELL INTL INC43851610612,534$2.6M0.04%
205CATERPILLAR INCCAT7,006$2.6M0.04%
206PFIZER INCPFE91,754$2.5M0.04%
207DIMENSIONAL ETF TRUST25434V78192,874$2.5M0.04%
208NEXTERA ENERGY INCNEE-PW39,023$2.5M0.04%
209FIRST TR EXCHANGE-TRADED FD33733B10024,004$2.5M0.04%
210DIMENSIONAL ETF TRUST25434V73292,334$2.4M0.04%
211GENERAL DYNAMICS CORPGD8,085$2.3M0.03%
212CIENA CORPCIEN45,869$2.3M0.03%
213THERMO FISHER SCIENTIFIC INCTMO3,885$2.3M0.03%
214VANGUARD WORLD FD92191073324,155$2.3M0.03%
215NORFOLK SOUTHN CORP6558441088,553$2.2M0.03%
216NUSHARES ETF TRNU51,716$2.2M0.03%
217SPDR SER TR78468R79649,821$2.1M0.03%
218ISHARES TR4642876897,100$2.1M0.03%
219TESLA INCTSLA12,054$2.1M0.03%
220BLACKSTONE INCBX16,116$2.1M0.03%
221IES HLDGS INCIESC17,140$2.1M0.03%
222DUKE ENERGY CORP NEWDUKB21,397$2.1M0.03%
223ACCENTURE PLC IRELANDACN5,892$2.0M0.03%
224DUPONT DE NEMOURS INCDD26,555$2.0M0.03%
225ISHARES TR46435U54943,211$2.0M0.03%
226SELECT SECTOR SPDR TR81369Y88630,609$2.0M0.03%
227CSX CORPCSX53,984$2.0M0.03%
228NUCOR CORPNUE9,967$2.0M0.03%
229SPDR SER TR78464A87020,762$2.0M0.03%
230GENERAL ELECTRIC CO36960430111,198$2.0M0.03%
231WISDOMTREE TRWT35,294$2.0M0.03%
232AVANTOR INCAVTR75,962$1.9M0.03%
233SCHWAB STRATEGIC TR80852410231,644$1.9M0.03%
234WISDOMTREE TRWT57,211$1.9M0.03%
235SPDR SER TR78464A50837,060$1.9M0.03%
236APPLIED MATLS INC0382221058,879$1.8M0.03%
237SCHWAB STRATEGIC TR80852484789,690$1.8M0.03%
238MORGAN STANLEYMS-PQ19,265$1.8M0.03%
239INTUITINTU2,720$1.8M0.03%
240ISHARES U S ETF TR46431W85365,318$1.8M0.03%
241VANGUARD ADMIRAL FDS INC9219327039,587$1.7M0.03%
242VANGUARD MALVERN FDS92202080535,787$1.7M0.03%
243CORTEVA INCCTVA29,628$1.7M0.03%
244DOLLAR GEN CORP NEW25667710510,717$1.7M0.03%
245DANAHER CORPORATION2358511026,639$1.7M0.03%
246LAUDER ESTEE COS INC51843910410,690$1.6M0.03%
247PRUDENTIAL FINL INCPUKPF13,963$1.6M0.03%
248INVESCO EXCHANGE TRADED FD TIVZ42,063$1.6M0.02%
249HERSHEY COHSY8,264$1.6M0.02%
250HOLOGIC INCHOLX20,300$1.6M0.02%
251SELECT SECTOR SPDR TR81369Y70412,523$1.6M0.02%
252ISHARES TR46428788712,051$1.6M0.02%
253SCHWAB STRATEGIC TR80852488842,746$1.5M0.02%
254CONOCOPHILLIPSCOP11,881$1.5M0.02%
255DOW INCDOW25,956$1.5M0.02%
256TEXAS INSTRS INC8825081048,626$1.5M0.02%
257ILLINOIS TOOL WKS INC4523081095,533$1.5M0.02%
258MONDELEZ INTL INC60920710521,002$1.5M0.02%
259DIMENSIONAL ETF TRUST25434V71642,023$1.4M0.02%
260ISHARES TR46428745717,234$1.4M0.02%
261WELLS FARGO CO NEW94974610124,237$1.4M0.02%
262ISHARES TR46434V26642,325$1.4M0.02%
263L3HARRIS TECHNOLOGIES INCLHX6,480$1.4M0.02%
264DIMENSIONAL ETF TRUST25434V77354,469$1.4M0.02%
265VANGUARD WORLD FD92204A8016,479$1.3M0.02%
266SCHWAB STRATEGIC TR80852470651,849$1.3M0.02%
267PIMCO ETF TR72201R64313,216$1.3M0.02%
268ISHARES TR46435G10215,919$1.3M0.02%
269GOLDMAN SACHS GROUP INCGSCE3,016$1.3M0.02%
270SPDR INDEX SHS FDS78463X88934,626$1.2M0.02%
271BECTON DICKINSON & COBDX4,969$1.2M0.02%
272CARRIER GLOBAL CORPORATIONCARR20,947$1.2M0.02%
273CROWDSTRIKE HLDGS INCCRWD3,776$1.2M0.02%
274GENERAL MLS INC37033410417,297$1.2M0.02%
275SPDR DOW JONES INDL AVERAGE78467X1093,039$1.2M0.02%
276ESSENTIAL UTILS INC29670G10232,503$1.2M0.02%
277LOEWS CORPL15,258$1.2M0.02%
278SPDR SER TR78468R85327,616$1.2M0.02%
279UFP INDUSTRIES INCUFPI9,657$1.2M0.02%
280MOTOROLA SOLUTIONS INCMSI3,299$1.2M0.02%
281NETFLIX INCNFLX1,919$1.2M0.02%
282DIAGEO PLCDGEAF7,792$1.2M0.02%
283SCHWAB STRATEGIC TR80852483925,063$1.2M0.02%
284SPDR SER TR78468R73924,037$1.1M0.02%
285CONSOLIDATED EDISON INCED12,551$1.1M0.02%
286VANGUARD SCOTTSDALE FDS92206C71413,950$1.1M0.02%
287WEST PHARMACEUTICAL SVSC INC9553061052,772$1.1M0.02%
288MARRIOTT INTL INC NEW5719032024,336$1.1M0.02%
289BOEING COBA-PA5,661$1.1M0.02%
290VANGUARD WORLD FD92204A5044,010$1.1M0.02%
291DIMENSIONAL ETF TRUST25434V79940,477$1.1M0.02%
292SELECT SECTOR SPDR TR81369Y86026,950$1.1M0.02%
293AMETEK INCAME5,822$1.1M0.02%
294SELECT SECTOR SPDR TR81369Y8035,050$1.1M0.02%
295ISHARES TR46428756418,074$1.0M0.02%
296SCHWAB STRATEGIC TR80852440913,711$1.0M0.02%
297KINDER MORGAN INC DELEP-PC55,335$1.0M0.02%
298ALTRIA GROUP INCMO22,944$1.0M0.02%
299CME GROUP INCCME4,551$979,7630.01%
300ZIMMER BIOMET HOLDINGS INCZBH7,374$973,1960.01%
301TJX COS INC NEW8725401099,542$967,7940.01%
302VANGUARD BD INDEX FDS92203C30319,162$949,4780.01%
303INVESCO EXCHANGE TRADED FD TIVZ5,602$948,8900.01%
304VANGUARD INTL EQUITY INDEX F92204267622,317$940,4460.01%
305INVESCO ACTVELY MNGD ETC FDIVZ67,340$934,0060.01%
306ROYAL BK CDA7800871029,142$922,2450.01%
307OTIS WORLDWIDE CORPOTIS9,221$915,3680.01%
3083M COMMM8,605$912,7200.01%
309SONO TEK CORPSOTK184,975$904,5280.01%
310ISHARES TR46428868727,783$895,4470.01%
311VANGUARD INDEX FDS9229085383,766$888,0880.01%
312HUNTINGTON INGALLS INDS INC4464131063,036$884,9030.01%
313INVESCO EXCH TRADED FD TR IIIVZ4,823$881,1700.01%
314ISHARES TR4642875566,388$876,5480.01%
315FISERV INCFISV5,400$863,0290.01%
316PPL CORPPPLC30,963$852,4120.01%
317VERIZON COMMUNICATIONS INCVZ20,114$843,9760.01%
318SCHWAB STRATEGIC TR80852479710,374$836,4440.01%
319VANGUARD INTL EQUITY INDEX F92204277514,086$826,1700.01%
320OCCIDENTAL PETE CORP67459910512,504$812,6650.01%
321ISHARES TR4642871686,562$808,3310.01%
322SCHWAB STRATEGIC TR80852475522,574$803,8600.01%
323SPDR SER TR78464A65631,297$801,8300.01%
324VANGUARD ADMIRAL FDS INC9219325052,619$797,9890.01%
325VANGUARD WORLD FD92204A3066,047$796,4380.01%
326DIMENSIONAL ETF TRUST25434V67415,358$795,2380.01%
327AT&T INCT-PC45,041$792,7140.01%
328VANGUARD WORLD FD92204A1082,484$789,2420.01%
329NIKE INCNKE8,346$784,3640.01%
330PAYCHEX INCPAYX6,370$782,2270.01%
331ISHARES TR4642877398,632$776,0430.01%
332WATSCO INCWSO-B1,775$766,7470.01%
333EATON CORP PLCETN2,424$757,9210.01%
334SPDR SER TR78464A28429,456$756,7260.01%
335PHILLIPS 66PSX4,610$753,0350.01%
336NOVARTIS AGNVSEF7,749$749,5610.01%
337KIMBERLY-CLARK CORPKMB5,769$746,2710.01%
338ADVANCED MICRO DEVICES INCAMD4,133$745,9400.01%
339ISHARES TR46432F3963,960$741,9060.01%
340DIMENSIONAL ETF TRUST25434V65828,962$739,4090.01%
341DIMENSIONAL ETF TRUST25434V68222,757$732,7710.01%
342CLOROX CO DELCLX4,785$732,6320.01%
343MANAGER DIRECTED PORTFOLIOS56170L69574,363$729,1070.01%
344ETSY INCETSY10,578$726,9200.01%
345ISHARES TR4642874327,669$725,6540.01%
346SAP SESAPGF3,686$718,8810.01%
347WISDOMTREE TRWT12,981$711,3590.01%
348VANGUARD STAR FDS92190976811,792$711,0580.01%
349ISHARES TR4642888026,408$699,5620.01%
350SPDR SER TR78464A7635,325$698,8340.01%
351AON PLCAON2,093$698,4770.01%
352DIMENSIONAL ETF TRUST25434V69020,714$697,4410.01%
353TRAVELERS COMPANIES INCTRV3,023$695,7870.01%
354INTUITIVE SURGICAL INCISRG1,739$694,0180.01%
355UNITED RENTALS INCURI951$685,7760.01%
356WISDOMTREE TRWT13,453$684,2230.01%
357DIMENSIONAL ETF TRUST25434V87216,259$682,0790.01%
358VANGUARD WORLD FD92191072511,638$668,8520.01%
359TOTALENERGIES SETTE9,706$668,0640.01%
360TELEDYNE TECHNOLOGIES INCTDY1,532$657,7190.01%
361THE CIGNA GROUP1255231001,811$657,5860.01%
362SOUTHERN COSOMN8,924$640,2080.01%
363LINDE PLCLIN1,378$639,9450.01%
364ISHARES TR46428988316,896$622,1960.01%
365ISHARES TR4642877544,936$620,4960.01%
366YUM BRANDS INCYUM4,457$617,9630.01%
367SPDR SER TR78468R6226,425$611,6630.01%
368INVESCO SR INCOME TRIVZ139,356$596,4440.01%
369NUSHARES ETF TRNU15,266$593,2370.01%
370WASTE MGMT INC DEL94106L1092,762$588,7160.01%
371OLD DOMINION FREIGHT LINE INODFL2,627$576,0220.01%
372SYNOPSYS INCSNPS997$569,7860.01%
373CITIGROUP INCC-PR8,912$563,5910.01%
374SPDR SER TR78468R20018,181$560,5210.01%
375ISHARES TR46435U85315,207$556,4250.01%
376AMERICAN ELEC PWR CO INC0255371016,433$553,8820.01%
377INVESCO EXCH TRADED FD TR IIIVZ8,265$544,3920.01%
378ROSS STORES INCROST3,704$543,6500.01%
379SCHWAB STRATEGIC TR8085247639,493$541,3860.01%
380ISHARES TR4642877213,989$538,7550.01%
381DIMENSIONAL ETF TRUST25434V86411,321$532,5220.01%
382PUBLIC SVC ENTERPRISE GRP IN7445731067,953$531,0810.01%
383AMERIPRISE FINL INC03076C1061,203$527,4440.01%
384ENTERPRISE PRODS PARTNERS L29379210718,065$527,1380.01%
385SELECT SECTOR SPDR TR81369Y5065,483$517,6870.01%
386ISHARES TR4642877885,410$517,4670.01%
387DOMINION ENERGY INCD10,440$513,5480.01%
388ARISTA NETWORKS INCANET1,745$506,0970.01%
389CANADIAN PACIFIC KANSAS CITYCP5,737$505,8320.01%
390AMERICAN CENTY ETF TR0250728775,318$498,3820.01%
391VANGUARD ADMIRAL FDS INC9219328284,906$497,9590.01%
392US BANCORP DELUSB-PS11,123$497,2050.01%
393FIRST BANCORP N C31891010613,368$482,8520.01%
394VISHAY INTERTECHNOLOGY INCVSH21,198$480,7600.01%
395ISHARES TR4642898678,543$475,5890.01%
396EBAY INC.EBAY8,937$471,7200.01%
397RPM INTL INC7496851033,922$466,5220.01%
398ENBRIDGE INCENNPF12,789$462,7060.01%
399CELANESE CORP DELCE2,679$460,4130.01%
400ECOLAB INCECL1,990$459,4910.01%
401VANGUARD WORLD FD92204A8843,500$459,2700.01%
402WISDOMTREE TRWT6,337$457,4690.01%
403ALARM COM HLDGS INCALRM6,304$456,8510.01%
404PACKAGING CORP AMER6951561092,407$456,8010.01%
405ETF SER SOLUTIONS26922B10514,263$451,2820.01%
406CORNING INCGLW13,681$450,9260.01%
407CHUBB LIMITEDCB1,729$448,0360.01%
408ISHARES TR4642888693,660$443,5740.01%
409AUTOZONE INCAZO140$441,2310.01%
410CUMMINS INCCMI1,490$439,0290.01%
411TE CONNECTIVITY LTDTEL3,014$437,8250.01%
412SHERWIN WILLIAMS COSHW1,250$434,1670.01%
413BANK NEW YORK MELLON CORP0640581007,528$433,7400.01%
414MCKESSON CORPMCK787$422,5540.01%
415BUILDERS FIRSTSOURCE INCBLDR2,026$422,5230.01%
416ROLLINS INCROL9,122$422,0750.01%
417INNOVATOR ETFS TRUSTINHD11,531$422,0090.01%
418SELECT SECTOR SPDR TR81369Y2092,838$419,2580.01%
419DOLLAR TREE INCDLTR3,143$418,4910.01%
420SPDR INDEX SHS FDS78463X87112,800$415,7430.01%
421SELECT SECTOR SPDR TR81369Y6059,865$415,5260.01%
422GE HEALTHCARE TECHNOLOGIES IGEHC4,522$411,0230.01%
423INNOVATOR ETFS TRUSTINHD13,842$408,4070.01%
424MICRON TECHNOLOGY INCMU3,394$400,1670.01%
425S&P GLOBAL INCSPGI938$399,1860.01%
426DUN & BRADSTREET HLDGS INC26484T10639,697$398,5580.01%
427SHELL PLCRYDAF5,913$396,4080.01%
428VANGUARD SCOTTSDALE FDS92206C6232,004$394,8910.01%
429MARSH & MCLENNAN COS INC5717481021,913$394,0170.01%
430GILEAD SCIENCES INCGILD5,347$391,6490.01%
431EVERSOURCE ENERGYES6,445$385,2110.01%
432ISHARES TR4642876064,215$384,6190.01%
433MYERS INDS INC62846410916,499$382,2820.01%
434PROSHARES TR74348A4673,769$382,2380.01%
435SCHWAB STRATEGIC TR8085247715,629$379,3390.01%
436INVESCO EXCHANGE TRADED FD TIVZ5,673$377,6520.01%
437ONEOK INC NEWOKE4,677$374,9550.01%
438NUSHARES ETF TRNU13,518$371,7450.01%
439FIDELITY COVINGTON TRUST31609285714,050$366,5690.01%
440ISHARES TR46429B6633,323$366,2280.01%
441VANGUARD INDEX FDS9229086522,084$365,2640.01%
442CAPITAL ONE FINL CORP14040H1052,443$363,6900.01%
443ANNOVIS BIO INCANVS30,513$363,1050.01%
444SPDR SER TR78464A8055,642$361,9240.01%
445ISHARES TR4642872423,315$361,1250.01%
446VALERO ENERGY CORPVLO2,103$358,9210.01%
447SPDR INDEX SHS FDS78470E20511,430$358,4500.01%
448ISHARES TR4642882573,244$357,2620.01%
449ISHARES TR46435G19315,346$352,8050.01%
450CAMPBELL SOUP COCPB7,916$351,8670.01%
451UBER TECHNOLOGIES INCUBER4,555$350,6610.01%
452WEYERHAEUSER CO MTN BEWY9,651$346,5760.01%
453ALLSTATE CORPALL-PJ1,990$344,2910.01%
454AGNICO EAGLE MINES LTDAEM5,750$342,9880.01%
455WISDOMTREE TRWT6,821$341,8690.01%
456PACER FDS TR69374H8815,865$340,8160.01%
457INVESCO EXCH TRADED FD TR IIIVZ24,045$340,2370.01%
458AMERICAN TOWER CORP NEW03027X1001,716$339,0650.01%
459TELADOC HEALTH INCTDOC22,316$336,9720.01%
460WISDOMTREE TRWT9,832$336,2630.01%
461MICROCHIP TECHNOLOGY INC.MCHPP3,729$334,4850.01%
462ISHARES TR4642877625,376$332,8050.01%
463ISHARES TR46434V6215,694$330,6210.01%
464DISCOVER FINL SVCS2547091082,520$330,3470.01%
465ISHARES TR4642885134,239$329,4590.01%
466ZOETIS INCZTS1,946$329,1670.01%
467GENUINE PARTS COGPC2,112$327,2130.00%
468FORD MTR CO DEL34537086024,630$327,0910.00%
469VANGUARD SCOTTSDALE FDS92206C1025,631$326,9930.00%
470ISHARES TR4642875231,446$326,6810.00%
471VERISIGN INCVRSN1,722$326,3370.00%
472POLARIS INCPII3,197$320,0840.00%
473CONSTELLATION ENERGY CORPCEG1,720$317,8920.00%
474GALLAGHER ARTHUR J & CO3635761091,246$311,6180.00%
475PERION NETWORK LTDPERI13,801$310,2470.00%
476BP PLCBPPFF8,169$307,8090.00%
477FIDELITY COVINGTON TRUST31609A10710,516$307,0820.00%
478ARCHER DANIELS MIDLAND COADM4,859$305,1940.00%
479ISHARES TR46432F8596,355$301,4820.00%
480NB BANCORP INCNBBK22,011$300,6710.00%
481VANGUARD ADMIRAL FDS INC9219327783,400$300,6280.00%
482CENCORA INCCOR1,231$299,0720.00%
483VANGUARD INTL EQUITY INDEX F9220428744,440$298,9900.00%
484ISHARES TR4642875153,490$297,5920.00%
485ISHARES TR4642898594,001$293,9430.00%
486WISDOMTREE TRWT9,965$293,5690.00%
487FEDERAL RLTY INVT TR NEW3137451012,838$289,8170.00%
488FIFTH THIRD BANCORPFITBM7,718$287,1870.00%
489WISDOMTREE TRWT2,628$285,1390.00%
490WEBSTER FINL CORP9478901095,581$283,3480.00%
491LABORATORY CORP AMER HLDGS50540R4091,286$280,9400.00%
492ROCKWELL AUTOMATION INCROK953$277,7330.00%
493FORTIVE CORPFTV3,227$277,5870.00%
494CHEMOURS COCC10,552$277,0960.00%
495TEXAS ROADHOUSE INCTXRH1,788$276,1930.00%
496GOLUB CAP BDC INC38173M10216,563$275,4410.00%
497DIMENSIONAL ETF TRUST25434V82312,266$274,3930.00%
498TRANE TECHNOLOGIES PLCTT899$269,8500.00%
499THE TRADE DESK INC88339J1053,074$268,7300.00%
500SPDR SER TR78468R6632,923$268,3320.00%