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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

Plancorp, LLC

Quarter ended Q4 2025 · Filed February 5, 2026 · Accession 0001754960-26-000156

Total Value
$3.31B
Positions
365
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (365)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V70810,428,380$412.9M12.48%
2VANGUARD INDEX FDS9229087691,029,480$345.2M10.43%
3DIMENSIONAL ETF TRUST25434V4014,504,583$334.1M10.10%
4DIMENSIONAL ETF TRUST25434V7245,720,442$266.5M8.06%
5DIMENSIONAL ETF TRUST25434V8073,571,120$178.2M5.39%
6AMERICAN CENTY ETF TR0250728771,360,184$138.7M4.19%
7DIMENSIONAL ETF TRUST25434V8803,996,011$130.8M3.95%
8ISHARES TR46434V2821,865,077$129.5M3.91%
9DIMENSIONAL ETF TRUST25434V7993,093,543$106.6M3.22%
10DIMENSIONAL ETF TRUST25434V5001,306,504$91.0M2.75%
11DIMENSIONAL ETF TRUST25434V6091,439,385$85.7M2.59%
12AMERICAN CENTY ETF TR025072703866,461$71.3M2.16%
13AMERICAN CENTY ETF TR025072885521,963$58.3M1.76%
14VANGUARD INDEX FDS92290836364,767$40.6M1.23%
15EMERSON ELEC COEMR293,204$38.9M1.18%
16EA SERIES TRUST02072Q853692,729$38.2M1.15%
17DIMENSIONAL ETF TRUST25434V104789,709$37.0M1.12%
18ISHARES TR464288273414,803$32.2M0.97%
19DIMENSIONAL ETF TRUST25434V732964,736$31.9M0.96%
20APPLE INCAAPL116,364$31.6M0.96%
21DIMENSIONAL ETF TRUST25434V203601,293$22.9M0.69%
22VANGUARD TAX-MANAGED FDS921943858357,900$22.4M0.68%
23ISHARES TR464287150137,315$20.4M0.62%
24ISHARES TR464288877254,002$18.1M0.55%
25MICROSOFT CORPMSFT35,030$16.9M0.51%
26AMERICAN CENTY ETF TR025072802176,057$16.5M0.50%
27AMERICAN CENTY ETF TR025072604198,718$15.3M0.46%
28ELI LILLY & COLLY11,428$12.3M0.37%
29ISHARES TR46435G409317,809$12.1M0.37%
30VANGUARD INDEX FDS92290863737,523$11.8M0.36%
31VANGUARD INDEX FDS922908553132,425$11.7M0.35%
32SPDR S&P 500 ETF TRSPY17,044$11.6M0.35%
33AGNICO EAGLE MINES LTDAEM68,020$11.5M0.35%
34BARRICK MNG CORP06849F108257,992$11.2M0.34%
35ISHARES TR46432F842123,452$11.0M0.33%
36ISHARES TR46435G42573,059$10.9M0.33%
37DIMENSIONAL ETF TRUST25434V815329,509$10.8M0.33%
38DIMENSIONAL ETF TRUST25434V617132,242$9.8M0.30%
39HARMONY GOLD MINING CO LTDHGMCF481,851$9.6M0.29%
40AMAZON COM INCAMZN41,270$9.5M0.29%
41NVIDIA CORPORATIONNVDA48,708$9.1M0.27%
42ALPHABET INCGOOG28,834$9.0M0.27%
43BERKSHIRE HATHAWAY INC DELBRK-A17,953$9.0M0.27%
44VANGUARD INDEX FDS92290865242,721$8.9M0.27%
45DIMENSIONAL ETF TRUST25434V849175,192$8.4M0.26%
46VANGUARD INTL EQUITY INDEX F922042858141,370$7.6M0.23%
47SCHWAB STRATEGIC TR808524797250,456$6.9M0.21%
48AMERICAN CENTY ETF TR025072695144,818$6.7M0.20%
49COEUR MNG INC192108504368,867$6.6M0.20%
50DIMENSIONAL ETF TRUST25434V62586,025$6.3M0.19%
51AMERICAN CENTY ETF TR025072562148,512$6.2M0.19%
52WALMART INCWMT54,513$6.1M0.18%
53META PLATFORMS INCMETA8,998$5.9M0.18%
54PROLOGIS INC.PLDGP45,780$5.8M0.18%
55BANK AMERICA CORP06050510495,672$5.3M0.16%
56ALPHABET INCGOOG16,145$5.1M0.15%
57ENTERPRISE FINL SVCS CORP29371210592,514$5.0M0.15%
58SCHWAB STRATEGIC TR808524607174,728$5.0M0.15%
59VANGUARD INDEX FDS92290875118,901$4.9M0.15%
60EXXON MOBIL CORPXOM40,006$4.8M0.15%
61WHEATON PRECIOUS METALS CORPWPM40,228$4.7M0.14%
62ISHARES INC46434G10366,211$4.5M0.13%
63FRANCO NEV CORPFNV20,203$4.2M0.13%
64DIMENSIONAL ETF TRUST25434V666122,026$4.2M0.13%
65DIMENSIONAL ETF TRUST25434V302125,495$4.1M0.12%
66AMERICAN CENTY ETF TR02507268785,675$4.0M0.12%
67BROADCOM INCAVGO11,641$4.0M0.12%
68VANGUARD INDEX FDS9229087368,232$4.0M0.12%
69ABBVIE INCABBV17,204$3.9M0.12%
70INVESCO QQQ TRIVZ6,256$3.8M0.12%
71ISHARES TR46428762210,229$3.8M0.12%
72ISHARES TR46435G243147,281$3.7M0.11%
73AMERICAN CENTY ETF TR02507236448,825$3.5M0.11%
74TESLA INCTSLA7,731$3.5M0.11%
75ISHARES TR46435G51635,360$3.4M0.10%
76MCDONALDS CORPMCD10,952$3.3M0.10%
77UNITEDHEALTH GROUP INCUNH10,133$3.3M0.10%
78JOHNSON & JOHNSONJNJ15,889$3.3M0.10%
79PROCTER AND GAMBLE CO74271810922,528$3.2M0.10%
80JPMORGAN CHASE & CO.VYLD9,650$3.1M0.09%
81ALAMOS GOLD INC NEWAGI80,500$3.1M0.09%
82UNION PAC CORPUNP13,306$3.1M0.09%
83ROYAL GOLD INCRGLD13,732$3.1M0.09%
84POST HLDGS INCPOST30,391$3.0M0.09%
85COMMERCE BANCSHARES INCCBSH54,557$2.9M0.09%
86ISHARES TR46428716820,151$2.8M0.09%
87ISHARES TR4642876145,851$2.8M0.08%
88AMERICAN CENTY ETF TR02507215835,164$2.8M0.08%
89VANGUARD BD INDEX FDS92193782734,392$2.7M0.08%
90AMERICAN CENTY ETF TR02507234935,559$2.7M0.08%
91ABBOTT LABSABLZF21,066$2.6M0.08%
92VANGUARD WORLD FD9219108166,382$2.6M0.08%
93MASTERCARD INCORPORATEDMA4,576$2.6M0.08%
94SCHWAB STRATEGIC TR80852420193,843$2.5M0.08%
95VANGUARD INDEX FDS92290874413,031$2.5M0.08%
96GE AEROSPACE3696043018,005$2.5M0.07%
97VANGUARD INDEX FDS92290861111,553$2.4M0.07%
98IMPERIAL OIL LTDIMO28,061$2.4M0.07%
99US BANCORP DELUSB-PS44,336$2.4M0.07%
100REDDIT INCRDDT9,554$2.2M0.07%
101PAN AMERN SILVER CORP69790010841,922$2.2M0.07%
102ISHARES TR46428780418,007$2.2M0.07%
103BOEING COBA-PA9,799$2.1M0.06%
104ISHARES TR46436E71821,106$2.1M0.06%
105PFIZER INCPFE82,575$2.1M0.06%
106VANGUARD INDEX FDS9229086297,079$2.1M0.06%
107INTERNATIONAL BUSINESS MACHSINTR6,807$2.0M0.06%
108ORACLE CORPORCL-PD10,338$2.0M0.06%
109VANGUARD STAR FDS92190976826,484$2.0M0.06%
110ISHARES TR4642872002,866$2.0M0.06%
111VISA INCV5,437$1.9M0.06%
112ESCO TECHNOLOGIES INCESE9,604$1.9M0.06%
113COSTCO WHSL CORP NEW22160K1052,161$1.9M0.06%
114HOME DEPOT INCHD5,300$1.8M0.06%
115PEPSICO INCPEP12,378$1.8M0.05%
116OREILLY AUTOMOTIVE INC67103H10719,167$1.7M0.05%
117AMERICAN CENTY ETF TR02507232329,294$1.7M0.05%
118NOVARTIS AGNVSEF12,288$1.7M0.05%
119VANGUARD INTL EQUITY INDEX F92204277522,576$1.7M0.05%
120CHEVRON CORP NEWCVX10,848$1.7M0.05%
121VANGUARD MALVERN FDS92202074820,714$1.6M0.05%
122CISCO SYS INCCSCO20,860$1.6M0.05%
123CATERPILLAR INCCAT2,777$1.6M0.05%
124VANGUARD WORLD FD92204A7022,099$1.6M0.05%
125BERKSHIRE HATHAWAY INC DELBRK-A2$1.5M0.05%
126AMERICAN EXPRESS COAXP3,950$1.5M0.04%
127GE VERNOVA INCGEV2,225$1.5M0.04%
128QUALCOMM INCQCOM8,420$1.4M0.04%
129AMERICAN CENTY ETF TR02507224021,457$1.4M0.04%
130ISHARES TR46428815813,118$1.4M0.04%
131WELLS FARGO CO NEW94974610114,891$1.4M0.04%
132ISHARES TR46436E75918,163$1.4M0.04%
133MERCK & CO INCMRK12,670$1.3M0.04%
134ISHARES TR46428864624,347$1.3M0.04%
135NEXTERA ENERGY INCNEE-PW16,016$1.3M0.04%
136SPDR S&P MIDCAP 400 ETF TRMDY2,129$1.3M0.04%
137SALESFORCE INCCRM4,583$1.2M0.04%
138AMEREN CORPAEE12,069$1.2M0.04%
139ISHARES TR4642871013,505$1.2M0.04%
140ISHARES TR4642876554,848$1.2M0.04%
141PALANTIR TECHNOLOGIES INCPLTR6,678$1.2M0.04%
142COMCAST CORP NEWCCZ39,212$1.2M0.04%
143ADVANCED MICRO DEVICES INCAMD5,431$1.2M0.04%
144STIFEL FINL CORP8606301029,194$1.2M0.03%
145ISHARES TR46434V29015,126$1.1M0.03%
146NETFLIX INCNFLX11,861$1.1M0.03%
147COCA COLA COKO15,725$1.1M0.03%
148VANGUARD WHITEHALL FDS9219464067,370$1.1M0.03%
149VANECK ETF TRUST92189F10612,287$1.1M0.03%
150AMERICAN CENTY ETF TR02507219014,990$1.0M0.03%
151AUTOMATIC DATA PROCESSING INADP4,040$1.0M0.03%
152AMERICAN CENTY ETF TR02507212514,671$1.0M0.03%
153AT&T INCT-PC41,136$1.0M0.03%
154ISHARES TR46428750715,408$1.0M0.03%
155RTX CORPORATIONRTX5,332$977,9590.03%
156AMGEN INCAMGN2,976$974,1790.03%
157PHILIP MORRIS INTL INC7181721095,586$896,0640.03%
158CALUMET INCCLMT45,000$894,1500.03%
159IONIS PHARMACEUTICALS INCIONS11,208$886,6650.03%
160VERTIV HOLDINGS COVRT5,325$862,6890.03%
161LULULEMON ATHLETICA INCLULU4,049$841,4230.03%
162VANGUARD INDEX FDS9229085383,002$837,9780.03%
163FRANKLIN ELEC INCFELE8,602$821,7590.02%
164AMERICAN CENTY ETF TR0250722329,545$819,9820.02%
165GOLDMAN SACHS GROUP INCGSCE927$814,4820.02%
166ISHARES TR4642874815,881$805,3440.02%
167VANGUARD CHARLOTTE FDS92203J40716,660$805,0100.02%
168GRAYSCALE BITCOIN TRUST ETFGBTC11,726$801,5890.02%
169BOOKING HOLDINGS INCBKNG149$797,9440.02%
170MCKESSON CORPMCK970$795,6810.02%
171VANGUARD INTL EQUITY INDEX F9220427425,585$787,7530.02%
172MICRON TECHNOLOGY INCMU2,750$784,9270.02%
173SCHWAB STRATEGIC TR80852410229,818$782,1250.02%
174APPLIED MATLS INC0382221053,010$773,5930.02%
175HCA HEALTHCARE INCHCA1,622$757,2470.02%
176COLGATE PALMOLIVE COCL9,560$755,4310.02%
177YUM BRANDS INCYUM4,993$755,3420.02%
178RELIANCE INCRS2,596$749,7800.02%
179GILEAD SCIENCES INCGILD6,061$743,8880.02%
180TAIWAN SEMICONDUCTOR MFG LTD8740391002,441$741,9220.02%
181REGENERON PHARMACEUTICALSREGN924$713,2080.02%
182DANAHER CORPORATION2358511023,113$712,6280.02%
183ISHARES TR4642873095,689$701,2260.02%
184CHUBB LIMITEDCB2,241$699,4610.02%
185REGIONS FINANCIAL CORP NEWRF-PF25,599$693,7330.02%
186PALO ALTO NETWORKS INCPANW3,719$685,0400.02%
187SCHWAB STRATEGIC TR80852440923,035$682,0630.02%
188THERMO FISHER SCIENTIFIC INCTMO1,120$648,9900.02%
189GRAYSCALE ETHEREUM TRUST ETF38963810726,586$647,9010.02%
190ELEVANCE HEALTH INC FORMERLYELV1,831$641,8570.02%
191CENTENE CORP DELCNC15,511$638,2780.02%
192AFLAC INCAFL5,778$637,1400.02%
193DISNEY WALT CO2546871065,586$635,5500.02%
194TJX COS INC NEW8725401094,133$634,8700.02%
195INTUITINTU957$633,9360.02%
196ECOLAB INCECL2,409$632,4110.02%
197ENERGIZER HLDGS INC NEWENR31,762$631,7460.02%
198TEXAS INSTRS INC8825081043,641$631,7430.02%
199LINDE PLCLIN1,472$627,6460.02%
200SCHWAB STRATEGIC TR80852430018,913$616,9300.02%
2013M COMMM3,792$607,0370.02%
202ISHARES SILVER TRSLV9,344$601,9400.02%
203SCHWAB STRATEGIC TR80852480524,791$595,9740.02%
204WOODWARD INCWWD1,967$594,6630.02%
205EATON CORP PLCETN1,865$594,1370.02%
206ISHARES INC46434G86313,344$589,4050.02%
207BRISTOL-MYERS SQUIBB COCELG-RI10,557$569,4410.02%
208VERIZON COMMUNICATIONS INCVZ13,758$560,3770.02%
209SHELL PLCRYDAF7,413$544,7420.02%
210VANGUARD INDEX FDS9229085951,796$542,7380.02%
211IMMUNITYBIO INCIBRX271,454$537,4790.02%
212DECKERS OUTDOOR CORPDECK5,164$535,3520.02%
213EDGEWELL PERS CARE CO28035Q10230,824$525,5490.02%
214DIMENSIONAL ETF TRUST25434V87212,246$521,2110.02%
215MORGAN STANLEYMS-PQ2,881$511,4640.02%
216ISHARES TR4642888854,470$509,2220.02%
217ISHARES BITCOIN TRUST ETFIBIT10,212$507,0230.02%
218NEUBERGER MUN FD INC64124P10150,009$506,0910.02%
219M & T BK CORP55261F1042,451$493,8270.01%
220THE CIGNA GROUP1255231001,773$488,0860.01%
221KINDER MORGAN INC DELEP-PC17,405$478,4700.01%
222SPDR DOW JONES INDL AVERAGE78467X109992$476,5540.01%
223NORFOLK SOUTHN CORP6558441081,646$475,2330.01%
224UNUM GROUPUNMA5,926$459,2650.01%
225ISHARES TR4642876891,187$459,1910.01%
226DIMENSIONAL ETF TRUST25434V5838,406$454,4980.01%
227FEDEX CORPFDX1,565$452,0340.01%
228AMERICAN CENTY ETF TR0250721336,310$449,2720.01%
229CORTEVA INCCTVA6,646$445,4810.01%
230NIKE INCNKE6,920$440,8750.01%
231LYONDELLBASELL INDUSTRIES NLYB10,164$440,1010.01%
232CENCORA INCCOR1,302$439,7510.01%
233OKLO INCOKLO6,089$436,9470.01%
234CARDINAL HEALTH INCCAH2,116$434,8380.01%
235AMERICAN CENTY ETF TR0250722995,840$433,6780.01%
236LAM RESEARCH CORPLRCX2,518$431,0310.01%
237INVESCO EXCHANGE TRADED FD TIVZ9,168$430,1650.01%
238KLA CORPKLAC350$425,2780.01%
239ISHARES TR4642874994,386$422,2620.01%
240SCHWAB STRATEGIC TR80852450813,944$419,2820.01%
241LOWES COS INC5486611071,717$414,0720.01%
242SEMPRASREA4,666$411,9860.01%
243SYSCO CORPSYY5,586$411,6480.01%
244VANGUARD SCOTTSDALE FDS92206C6492,507$400,9450.01%
245AMERICAN CENTY ETF TR0250722815,250$400,5750.01%
246TRAVELERS COMPANIES INCTRV1,380$400,2830.01%
247LIBERTY MEDIA CORP DELFWONB4,042$398,1770.01%
248MARATHON PETE CORPMARA2,412$392,2740.01%
249DIMENSIONAL ETF TRUST25434V83110,263$390,2960.01%
250HONEYWELL INTL INC4385161061,999$390,0010.01%
251APPLOVIN CORPAPP576$388,1200.01%
252LOCKHEED MARTIN CORPLMT802$387,7600.01%
253AMERICAN CENTY ETF TR0250723155,755$373,9080.01%
254CITIGROUP INCC-PR3,119$363,9490.01%
255ENTERPRISE PRODS PARTNERS L29379210711,311$362,6360.01%
256SPDR GOLD TRGLD912$361,4350.01%
257NYLI MACKAY DEFINEDTERM MUNIMMD23,807$354,0100.01%
258EXELIXIS INCEXEL8,071$353,7520.01%
259RECURSION PHARMACEUTICALS INRXRX84,500$345,6050.01%
260CONOCOPHILLIPSCOP3,673$343,8440.01%
261ISHARES TR4642875981,632$343,3730.01%
262MARRIOTT INTL INC NEW5719032021,105$342,8150.01%
263SOUTHERN COSOMN3,929$342,6240.01%
264SERVICENOW INCNOW2,227$341,1540.01%
265PHILLIPS 66PSX2,631$339,4710.01%
266VANGUARD INDEX FDS9229085121,906$338,0670.01%
267CORNING INCGLW3,825$334,9450.01%
268VANGUARD SPECIALIZED FUNDS9219088441,518$333,6260.01%
269DEERE & CODE715$332,6560.01%
270FASTENAL COFAST8,266$331,7280.01%
271PROGRESSIVE CORP7433151031,454$331,1050.01%
272ACCENTURE PLC IRELANDACN1,226$328,9190.01%
273BLACKROCK N Y MUN INCOME TRUBLK32,122$325,7170.01%
274VANGUARD WORLD FD9219107332,679$324,0520.01%
275PRUDENTIAL FINL INCPUKPF2,867$323,6780.01%
276UBER TECHNOLOGIES INCUBER3,959$323,4900.01%
277INTEL CORPINTC8,761$323,2830.01%
278MONDELEZ INTL INC6092071055,935$319,4550.01%
279BLACKSTONE INCBX2,050$315,9500.01%
280WASTE MGMT INC DEL94106L1091,428$313,7460.01%
281VANGUARD WORLD FD9219108402,202$310,8340.01%
282SELECT SECTOR SPDR TR81369Y8032,132$306,9440.01%
283S&P GLOBAL INCSPGI585$305,7150.01%
284BIOGEN INCBIIB1,737$305,6950.01%
285MAIN STR CAP CORP56035L1045,025$303,4600.01%
286RIVERNORTH OPPORTUNISTIC MUNRMI21,069$301,4970.01%
287SCHWAB STRATEGIC TR8085247069,020$295,4030.01%
288AUTOZONE INCAZO87$295,0610.01%
289BECTON DICKINSON & COBDX1,512$293,4340.01%
290ISHARES TR4642874653,047$292,6380.01%
291TRANSDIGM GROUP INCTDG220$292,5670.01%
292EA SERIES TRUST02072L53212,544$292,2750.01%
293DIMENSIONAL ETF TRUST25434V8646,089$291,9510.01%
294EXPEDIA GROUP INCEXPE1,030$291,8090.01%
295ROCKWELL AUTOMATION INCROK748$291,0480.01%
296BOSTON SCIENTIFIC CORPBSX3,036$289,4830.01%
297ISHARES TR4642872912,699$283,3500.01%
298ROYAL CARIBBEAN GROUPV7780T1031,006$280,5940.01%
299STRYKER CORPORATIONSYK797$280,1220.01%
300VANGUARD SCOTTSDALE FDS92206C7142,961$273,3000.01%
301SPDR SERIES TRUST78464A7631,963$273,1800.01%
302BANK NEW YORK MELLON CORP0640581002,350$272,8120.01%
303GOLUB CAP BDC INC38173M10220,076$272,4310.01%
304CAPITAL ONE FINL CORP14040H1051,118$270,9580.01%
305LINCOLN NATL CORP IND5341871096,051$269,4460.01%
306D R HORTON INC23331A1091,853$266,9000.01%
307AMERICAN CENTY ETF TR02507A2005,155$261,9770.01%
308AMERICAN CENTY ETF TR02507A1014,075$259,8650.01%
309BANK MONTREAL QUE0636711011,995$258,9420.01%
310CUMMINS INCCMI507$258,7980.01%
311UNITED PARCEL SERVICE INCUPS2,603$258,1470.01%
312AMERICAN CENTY ETF TR0250721414,110$256,5050.01%
313BP PLCBPPFF7,229$251,0510.01%
314FS SPECIALTY LENDING FD64432310717,722$250,5890.01%
315AMERICAN CENTY ETF TR0250721823,750$248,6630.01%
316BLACKROCK INCBLK231$247,2490.01%
317TRANE TECHNOLOGIES PLCTT627$244,0280.01%
318NORTHROP GRUMMAN CORPNOC428$243,9320.01%
319INTUITIVE SURGICAL INCISRG429$242,9680.01%
320ILLINOIS TOOL WKS INC452308109980$241,3740.01%
321AMERICAN CENTY ETF TR02507A5073,995$240,3770.01%
322AMPHENOL CORP NEW0320951011,770$239,1980.01%
323KIMBERLY-CLARK CORPKMB2,364$238,5040.01%
324EATON VANCE MUN BD FDETN23,900$232,5470.01%
325COOPER STD HLDGS INC21676P1037,030$230,7950.01%
326CANADIAN NAT RES LTD1363851016,784$229,6380.01%
327SCHWAB CHARLES CORPSCHW-PJ2,293$229,0940.01%
328ADOBE INCADBE654$228,8930.01%
329OWENS & MINOR INC NEW69073210281,692$228,7380.01%
330ALTRIA GROUP INCMO3,931$226,6500.01%
331UNITED RENTALS INCURI279$225,8000.01%
332ARES CAPITAL CORPARCC11,159$225,7470.01%
333QXO INCQXO-PB11,626$224,2660.01%
334CME GROUP INCCME821$224,1990.01%
335FORD MTR CO34537086016,901$221,7380.01%
336CONSTELLATION ENERGY CORPCEG623$220,0870.01%
337ISHARES TR464287648677$218,7210.01%
338BLACKROCK MUNIYIELD QUALITYBLK20,000$217,4000.01%
339TRACTOR SUPPLY COTSCO4,335$216,7930.01%
340BLACKROCK MUNIVEST FD II INCBLK20,000$216,2000.01%
341DUKE ENERGY CORP NEWDUKB1,842$215,9010.01%
342SPDR SERIES TRUST78464A5083,791$215,3880.01%
343AMERIPRISE FINL INC03076C106439$215,2590.01%
344FLEXSHARES TRFLEX4,669$214,0740.01%
345ROPER TECHNOLOGIES INCROP480$213,6620.01%
346PACCAR INCPCAR1,944$212,8870.01%
347ANALOG DEVICES INCADI780$211,5360.01%
348CADENCE DESIGN SYSTEM INCCDNS674$210,6790.01%
349BLACKROCK ENHANCED EQUITY DIBLK22,000$208,5600.01%
350WEC ENERGY GROUP INCWEC1,975$208,2840.01%
351AMERICAN CENTY ETF TR0250723723,560$207,5840.01%
352FLEXSHARES TRFLEX3,430$207,5490.01%
353ISHARES TR4642887291,179$206,7200.01%
354VANGUARD INTL EQUITY INDEX F9220427181,437$205,9650.01%
355GE HEALTHCARE TECHNOLOGIES IGEHC2,510$205,8550.01%
356ARCHER DANIELS MIDLAND COADM3,505$201,4890.01%
357EATON VANCE CALIF MUN INCOMETN20,000$200,8000.01%
358TORTOISE CAPITAL SERIES TRUS89093020917,722$160,2080.00%
359AURORA INNOVATION INCAUROW31,053$119,2440.00%
360BLACKROCK MUNIHOLDINGS FD INBLK10,000$117,4000.00%
361BNY MELLON MUN BD INFRASTRUC09662W10910,000$109,9000.00%
362BLACKROCK CORPOR HI YLD FD IBLK10,000$89,0000.00%
363ELLINGTON CREDIT COMPANYELLA15,000$79,0500.00%
364BLACKROCK TECH AND PRIVATE EBLK10,000$65,9000.00%
365GENELUX CORPORATIONGNLX10,010$43,6440.00%