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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

WHITTIER TRUST CO

Quarter ended Q2 2023 · Filed April 21, 2023 · Accession 0001839882-23-010114

Total Value
$5.49B
Positions
1,998
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE COMPUTER INC COMAAPL1,604,047$264.5M4.97%
2MICROSOFT CORP COMMSFT769,538$221.8M4.17%
3SPDR TR S&P 500SPY430,277$176.2M3.31%
4ISHARES S&P 500 INDEX464287200415,272$170.7M3.21%
5ALPHABET INC CL CGOOG1,261,068$131.2M2.46%
6NVIDIA CORP COMNVDA438,813$121.9M2.29%
7BERKSHIRE HATHAWAY INC DEL CL ABRK-A259$120.6M2.27%
8ISHARES S&P MIDCAP 400 INDEX464287507421,393$105.4M1.98%
9AMAZON COM INC COMAMZN979,000$101.1M1.90%
10VISA INC COM CL AV427,650$96.4M1.81%
11J P MORGAN CHASE & CO COMVYLD594,029$77.4M1.45%
12ISHARES S&P SMALL CAP 600464287804732,565$70.8M1.33%
13MIDCAP SPDR TR UNIT SER 1MDY148,135$67.9M1.28%
14CHEVRON CORP COMCVX365,809$59.7M1.12%
15BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A189,644$58.6M1.10%
16VANGUARD FTSE DEVELOPED MARKETS9219438581,286,768$58.1M1.09%
17JOHNSON & JOHNSON COMJNJ373,587$57.9M1.09%
18NIKE INC CL BNKE434,458$53.3M1.00%
19ISHARES RUSSELL 2000 INDEX464287655284,504$50.8M0.95%
20APPLIED MATLS INC COM038222105411,502$50.5M0.95%
21HONEYWELL INTL INC COM438516106251,806$48.1M0.90%
22THERMO FISHER SCIENTIFIC INCCOMTMO82,294$47.4M0.89%
23ELEVANCE HEALTH INCELV101,749$46.8M0.88%
24ISHARES INC CORE MSCI EMKT46434G103955,701$46.6M0.88%
25MERCK & CO INC COMMRK430,865$45.8M0.86%
26PEPSICO INC COMPEP228,005$41.6M0.78%
27TJX COS INC NEW COM872540109528,677$41.4M0.78%
28VANGUARD EMERGING MARKET EQUITY ETF9220428581,001,700$40.5M0.76%
29UNITEDHEALTH GROUP INC COMUNH84,243$39.8M0.75%
30ISHARES RUSSELL 2000 VALUE464287630290,436$39.8M0.75%
31EATON CORP PLC SHSETN231,523$39.7M0.75%
32BROADCOM INCAVGO56,669$36.4M0.68%
33META PLATFORMS INC CL AMETA170,477$36.1M0.68%
34ABBOTT LABS COMABLZF350,686$35.5M0.67%
35LINDE PLC SHSLIN93,546$33.2M0.62%
36NORFOLK SOUTHERN CORP COM655844108156,530$33.2M0.62%
37DISNEY WALT CO COM DISNEY254687106319,603$32.0M0.60%
38PROCTER & GAMBLE CO COM742718109213,152$31.7M0.60%
39SHERWIN WILLIAMS CO COMSHW137,227$30.8M0.58%
40VANGUARD INTERM CORP92206C870360,713$28.9M0.54%
41COSTCO WHSL CORP NEW COM22160K10557,395$28.5M0.54%
42DANAHER CORP DEL COM235851102112,852$28.4M0.53%
43RAYTHEON TECHNOLOGIES CORP COMRTX284,142$27.8M0.52%
44ACCENTURE PLC IRELAND SHS CLASS AACN97,224$27.8M0.52%
45VALERO ENERGY CORP NEW COMVLO184,418$25.7M0.48%
46BLACKSTONE INC COMBX292,404$25.7M0.48%
47UNITED RENTALS INC COMURI64,354$25.5M0.48%
48ISHARES TR CORE MSCI EAFE46432F842375,072$25.1M0.47%
49TESLA MTRS INC COMTSLA120,481$25.0M0.47%
50ABBVIE INC COMABBV155,313$24.8M0.47%
51PHILIP MORRIS INTL INC COM718172109247,021$24.0M0.45%
52SUN COMMUNITIES INC866674104165,716$23.3M0.44%
53ALPHABET INC CL AGOOG223,065$23.1M0.43%
54TEXAS INSTRS INC COM882508104124,042$23.1M0.43%
55EOG RES INC COMEOG198,815$22.8M0.43%
56GOLDMAN SACHS GROUP INC COMGSCE68,647$22.5M0.42%
57CHIPOTLE MEXICAN GRILL INC COMCMG12,899$22.0M0.41%
58MARSH & MCLENNAN COS INC COM571748102131,599$21.9M0.41%
59SPDR TR S&P 500SPY52,058$21.3M0.40%
60ASML HOLDING N V N Y REGISTRY SHSASMLF31,226$21.3M0.40%
61PIMCO ETF TR ENHAN SHRT MAT72201R833213,653$21.2M0.40%
62MONOLITHIC PWR SYS INC COM60983910541,852$20.9M0.39%
63MCDONALDS CORP COMMCD74,785$20.9M0.39%
64MONDELEZ INTL INC CL A609207105299,481$20.9M0.39%
65FORTIVE CORP COMFTV305,646$20.8M0.39%
66VANGUARD INDEX FDS MID CAP ETF92290862997,886$20.6M0.39%
67LILLY ELI & CO COMLLY59,816$20.5M0.39%
68ISHARES TR RUSSELL 100046428762290,397$20.4M0.38%
69PFIZER INC COMPFE492,670$20.1M0.38%
70HOME DEPOT INC COMHD66,183$19.5M0.37%
71SPDR SERIES TRUST S&P BIOTECH78464A870253,935$19.4M0.36%
72VGRD FTSE ALL WORLD ETF922042775356,166$19.0M0.36%
73S&P GLOBAL INC.SPGI53,758$18.5M0.35%
74ADOBE SYS INC COMADBE47,996$18.5M0.35%
75CISCO SYS INC COMCSCO328,338$17.2M0.32%
76AMERICAN TOWER CORP NEW COM03027X10083,990$17.2M0.32%
77COPART INC COMCPRT220,981$16.6M0.31%
78BLACKROCK INC CL ABLK24,629$16.5M0.31%
79IQVIA HLDGS INC COMIQV81,311$16.2M0.30%
80LAUDER ESTEE COS INC CL A51843910464,836$16.0M0.30%
81OLD DOMINION FGHT LINES INC COMODFL46,821$16.0M0.30%
82WAL MART STORES INC COMWMT108,051$15.9M0.30%
83INTUIT COMINTU35,266$15.7M0.30%
84SERVICENOW INC COMNOW32,766$15.2M0.29%
85VANGUARD SHRT-TERM CORP92206C409195,757$14.9M0.28%
86LOWE'S COS54866110774,593$14.9M0.28%
87EXXON MOBIL CORP COMXOM132,770$14.6M0.27%
88COMCAST CORPCCZ383,300$14.5M0.27%
89AIRBNB INC COM CL AABNB115,457$14.4M0.27%
90O REILLY AUTOMOTIVE INC NEW COM67103H10716,827$14.3M0.27%
91SALESFORCE COM INC COMCRM70,060$14.0M0.26%
92AES CORP COMAES580,253$14.0M0.26%
93MICROSOFT CORP COMMSFT47,468$13.7M0.26%
94APPLE COMPUTER INC COMAAPL82,516$13.6M0.26%
95CHURCH & DWIGHT CO INC COMCHD150,455$13.3M0.25%
96SCHWAB CHARLES CORP NEW COMSCHW-PJ248,338$13.0M0.24%
97SPDR SER TR S&P DIVID ETF78464A763104,025$12.9M0.24%
98ORACLE CORP COMORCL-PD137,486$12.8M0.24%
99TRUIST FINL CORP COM89832Q109373,307$12.7M0.24%
100VANGUARD INDEX FDS SMALL CP ETF92290875166,748$12.7M0.24%
101INVESCO QQQ TR UNIT SER 1IVZ38,114$12.2M0.23%
102BOEING CO COMBA-PA57,246$12.2M0.23%
103ADVANCED MICRO DEVICES INC COMAMD123,579$12.1M0.23%
104ISHARES MSCI EAFE INDEX FUND464287465167,359$12.0M0.22%
105VANGUARD DIVIDEND APPRECIATION ETF92190884476,602$11.8M0.22%
106COCA COLA CO COMKO190,213$11.8M0.22%
107AMERICAN EXPRESS CO COMAXP71,103$11.7M0.22%
108RBC BEARINGS INC COMRBC50,212$11.7M0.22%
109KEYSIGHT TECHNOLOGIES INC COMKEYS71,662$11.6M0.22%
110CVS CORP COMCVS152,929$11.4M0.21%
111TELEDYNE TECHNOLOGIES INC COMTDY25,181$11.3M0.21%
112MASTERCARD INC CL AMA30,447$11.1M0.21%
113WEST PHARMACEUTICAL SVSC INCCOM95530610531,397$10.9M0.20%
114CME GROUP INC COMCME56,747$10.9M0.20%
115VERIZON COMMUNICATIONS COMVZ279,340$10.9M0.20%
116UNITY SOFTWARE INC COMU333,535$10.8M0.20%
117CONSTELLATION BRANDS INCSTZ47,562$10.7M0.20%
118STRYKER CORP COMSYK37,602$10.7M0.20%
119CATERPILLAR INC DEL COMCAT46,883$10.7M0.20%
120TRAVELERS COMPANIES, INC COMTRV61,634$10.6M0.20%
121BUILDERS FIRSTSOURCE INC COMBLDR116,844$10.4M0.19%
122AMERICAN WTR WKS CO INC NEW COM03042010369,967$10.2M0.19%
123GRACO INC COMGGG139,065$10.2M0.19%
124KINDER MORGAN INC DEL COMEP-PC579,671$10.1M0.19%
125ISHARES RUSSELL MIDCAP INDEX464287499137,956$9.6M0.18%
126AMPHENOL CORP NEW CL A032095101117,403$9.6M0.18%
127DEERE & CO COMDE23,011$9.5M0.18%
128ILLINOIS TOOL WKS INC COM45230810938,886$9.5M0.18%
129INVESCO EXCH TRADED FD TR IIVAR RATE PFDIVZ407,549$9.0M0.17%
130ISHARES SHORT-TERM CORPORATEBOND ETF464288646178,298$9.0M0.17%
131DIAMONDS TR UNIT SER 178467X10927,067$9.0M0.17%
132VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640684,623$8.9M0.17%
133BROWN-FORMAN CORPBF-B138,891$8.9M0.17%
134RLI CORP COMRLI66,997$8.9M0.17%
135AMGEN INC COMAMGN36,585$8.8M0.17%
136DOMINOS PIZZA INC COMDPZ25,264$8.3M0.16%
137FAIR ISAAC & CO INCFICO11,693$8.2M0.15%
138SECTOR SPDR TR TECHNOLOGY81369Y80354,160$8.2M0.15%
139STARBUCKS CORP COMSBUX78,388$8.2M0.15%
140PDC ENERGY INC COM69327R101126,573$8.1M0.15%
141EMERSON ELEC CO COMEMR92,580$8.1M0.15%
142SIMPSON MANUFACTURING CO INCCOM82907310573,576$8.1M0.15%
143AMERICAN ELEC PWR INC COM02553710188,265$8.0M0.15%
144VANGUARD INDEX FDS REIT ETF92290855395,483$7.9M0.15%
145CURTISS WRIGHT CORP COMCW44,811$7.9M0.15%
146STERIS PLC SHS USDSTE40,402$7.7M0.15%
147HENRY JACK & ASSOC INC COM42628110150,947$7.7M0.14%
148ISHARES LEHMAN AGGREGATE BONDS46428722675,997$7.6M0.14%
149INVITATION HOMES INC COMINVH233,659$7.3M0.14%
150SCHWAB STRATEGIC TR US DIVIDEND EQ80852479798,495$7.2M0.14%
151ISHARES RUSSELL 1000 GROWTH46428761429,399$7.2M0.14%
152SIMON PPTY GROUP INC NEW COM82880610963,610$7.1M0.13%
153SPDR MSCI ACWI X U.S.78463X848276,155$7.1M0.13%
154EAGLE MATERIALS INC COM26969P10848,116$7.1M0.13%
155BRISTOL MYERS SQUIBB CO COMCELG-RI100,543$7.0M0.13%
156OLLIES BARGAIN OUTLT HLDGS ICOM681116109116,834$6.8M0.13%
157BJS WHSL CLUB HLDGS INC COM05550J10188,315$6.7M0.13%
158MONGODB INC CL AMDB28,602$6.7M0.13%
159GRAPHIC PACKAGING HLDG CO COMGPK261,506$6.7M0.13%
160TARGET CORP COMTGT40,211$6.7M0.13%
161EQT CORP COMEQT200,493$6.4M0.12%
1623M COMMM59,999$6.3M0.12%
163ISHARES RUSSELL 2000 GROWTH46428764827,451$6.2M0.12%
164BOOT BARN HLDGS INC COMBOOT80,886$6.2M0.12%
165VANGUARD INDEX FDS S&P 500 ETF SHS92290836316,410$6.2M0.12%
166ALTRIA GROUP INCMO138,229$6.2M0.12%
167ISHARES NON-US STOCKS464288240125,467$6.1M0.12%
168ISHARES TR 3 7 YR TREAS BD46428866151,667$6.1M0.11%
169UNION PAC CORP COMUNP30,191$6.1M0.11%
170EAST WEST BANCORP INC COMEWBC109,215$6.1M0.11%
171UNITED PARCEL SERVICE INC CL BUPS31,031$6.0M0.11%
172COINBASE GLOBAL INC COM CL ACOIN88,401$6.0M0.11%
173FACTSET RESH SYS INC COM30307510514,368$6.0M0.11%
174WD-40 CO COMWDFC33,157$5.9M0.11%
175PROLOGIS INC COMPLDGP46,737$5.8M0.11%
176TOPBUILD CORP COMBLD27,917$5.8M0.11%
177THE CIGNA GROUP COM12552310022,716$5.8M0.11%
178ISHARES TR RUSSELL 300046428768924,562$5.8M0.11%
179PROCTER & GAMBLE CO COM74271810938,348$5.7M0.11%
180ROBLOX CORP CL ARBLX117,561$5.3M0.10%
181AUTOMATIC DATA PROCESSING INCOMEADP23,658$5.3M0.10%
182VISA INC COM CL AV23,209$5.2M0.10%
183ISHARES MSCI EMERGING MKTS464287234132,551$5.2M0.10%
184INTERNATIONAL BUSINESS MACHSCOMINTR39,494$5.2M0.10%
185DIMENSIONAL ETF TRUST US SMALL CAP ETF25434V50096,040$5.1M0.10%
186ISHARES TR INTRM GOV CR ETF46428861248,249$5.0M0.09%
187MCKESSON CORP COMMCK14,126$5.0M0.09%
188BROWN & BROWN INC COMBRO87,504$5.0M0.09%
189WINGSTOP INC COMWING27,254$5.0M0.09%
190FOX FACTORY HLDG CORP COMFOXF40,790$5.0M0.09%
191ALPHABET INC CL CGOOG47,195$4.9M0.09%
192ISHARES RUSSELL 1000 VALUE46428759831,935$4.9M0.09%
193VANGUARD SHORT-TERM TREASURY ETF92206C10281,527$4.8M0.09%
194HYATT HOTELS CORP COM CL AH42,264$4.7M0.09%
195J P MORGAN CHASE & CO COMVYLD35,376$4.6M0.09%
196VANGUARD INDEX FDS LARGE CAP ETF92290863724,650$4.6M0.09%
197TERADYNE INC COMTER42,661$4.6M0.09%
198J & J SNACK FOODS CORP COMJJSF30,485$4.5M0.08%
199OTTER TAIL CORP COMOTTR62,322$4.5M0.08%
200NUVEEN CA QUALTY MUN INCOME COMNU403,142$4.4M0.08%
201ISHARES GOLD TR ISHARES NEWIAU117,158$4.4M0.08%
202POOL CORPORATION COMPOOL12,605$4.3M0.08%
203VANGUARD INDEX FDS SM CP VAL ETF92290861126,035$4.1M0.08%
204CITIGROUP INC COM NEWC-PR88,151$4.1M0.08%
205NEXTERA ENERGY INC COMNEE-PW52,974$4.1M0.08%
206INTEL CORP COMINTC123,836$4.0M0.08%
207VANGUARD BD INDEX FD INC SHORT TRM BOND92193782752,634$4.0M0.08%
208SPDR HEALTH CARE SEL81369Y20930,621$4.0M0.07%
209PORTLAND GEN ELEC CO COM NEW73650884780,841$4.0M0.07%
210PROGRESS SOFTWARE CORP COM74331210068,588$3.9M0.07%
211NORTHROP GRUMMAN CORPNOC8,492$3.9M0.07%
212DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807119,178$3.8M0.07%
213ISHARES S&P CAL AMT-FREE MUNIS46428835666,571$3.8M0.07%
214WELLS FARGO & CO NEW COM949746101102,144$3.8M0.07%
215GENTEX CORPGNTX134,888$3.8M0.07%
216HESS CORP COMHESM28,252$3.7M0.07%
217JOHNSON & JOHNSON COMJNJ23,979$3.7M0.07%
218ISHARES RUSSELL 2000 INDEX46428765520,832$3.7M0.07%
219NOVARTIS A G SPONSORED ADRNVSEF40,213$3.7M0.07%
220ISHARES MSCI EAFE VALUE INDX46428887774,569$3.6M0.07%
221QUALCOMM INC COMQCOM28,318$3.6M0.07%
222APTIV PLC SHSAPTV31,721$3.6M0.07%
223GUIDEWIRE SOFTWARE INC COMGWRE43,129$3.5M0.07%
224GENUINE PARTS CO COMGPC21,146$3.5M0.07%
225VANGUARD EMERGING MARKET EQUITY ETF92204285887,144$3.5M0.07%
226SPDR GOLD TRUST GOLD SHSGLD19,011$3.5M0.07%
227GILEAD SCIENCES INC COMGILD41,566$3.4M0.06%
228AVANTOR INC COMAVTR160,492$3.4M0.06%
229ALEXANDRIA REAL ESTATE EQ INCOM01527110926,851$3.4M0.06%
230ISHARES S&P NATIONAL MUNIS AMT-FREE46428841431,153$3.4M0.06%
231DATADOG INC CL A COMDDOG45,236$3.3M0.06%
232TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910035,079$3.3M0.06%
233LAM RESEARCH CORP COMLRCX6,016$3.2M0.06%
234DIAGEO P L C SPNSRD ADR NEWDGEAF17,562$3.2M0.06%
235NXP SEMICONDUCTORS N V COMNXPI16,946$3.2M0.06%
236CSX CORP COMCSX105,128$3.1M0.06%
237ISHARES GLOBAL INTERMEDIATE CREDIT INDEX46428863861,172$3.1M0.06%
238SPDR SERIES TRUST BARC CAPTL ETF78464A474105,733$3.1M0.06%
239COLGATE PALMOLIVE CO COMCL41,439$3.1M0.06%
240PEPSICO INC COMPEP16,880$3.1M0.06%
241BANK OF AMERICA CORPORATION COM060505104107,056$3.1M0.06%
242ISHARES DJ SELECT DIVIDEND INDEX46428716825,992$3.0M0.06%
243HF SINCLAIR CORP COMDINO62,912$3.0M0.06%
244NOVO-NORDISK A S ADRNONOF18,890$3.0M0.06%
245AMAZON COM INC COMAMZN28,730$3.0M0.06%
246SELECT SECTOR SPDR TR SBI CONS DISCR81369Y40719,424$2.9M0.05%
247RPM INTERNATIONAL INC (DELA)74968510333,271$2.9M0.05%
248STARWOOD PPTY TR INC COMSTHO160,626$2.8M0.05%
249SPS COMM INC COMSPSC18,437$2.8M0.05%
250NUSHARES ETF TR NUVEEN ESG MIDCPNU73,401$2.8M0.05%
251CHEVRON CORP COMCVX17,092$2.8M0.05%
252RENAISSANCERE HLDGS LTD COMRNR-PG13,733$2.8M0.05%
253LOCKHEED MARTIN CORP COMLMT5,802$2.7M0.05%
254ETF S&P 500 GROWTH46428730942,799$2.7M0.05%
255ABBVIE INC COMABBV17,125$2.7M0.05%
256ISHR S&P U.S. PRD STK46428868787,432$2.7M0.05%
257VANGUARD INDEX FDS GROWTH ETF92290873610,875$2.7M0.05%
258UBER TECHNOLOGIES INC COMUBER85,278$2.7M0.05%
259CHUBB LTDCB13,646$2.6M0.05%
260PROCORE TECHNOLOGIES INC COMPCOR42,008$2.6M0.05%
261SPDR BBG BARC HIGH YIELD BND78468R62227,561$2.6M0.05%
262HOME DEPOT INC COMHD8,539$2.5M0.05%
263GALLAGHER ARTHUR J & CO COM36357610913,154$2.5M0.05%
264NUSHARES ETF TR NUVEEN ESG SMLCPNU70,077$2.5M0.05%
265FIVE BELOW INC COMFIVE11,993$2.5M0.05%
266MCDONALDS CORP COMMCD8,794$2.5M0.05%
267ABBOTT LABS COMABLZF24,085$2.4M0.05%
268AMN HEALTHCARE SERVICES INC COM00174410129,365$2.4M0.05%
269VANGUARD FTSE DEVELOPED MARKETS92194385853,825$2.4M0.05%
270EQUINIX INC COM PAR $0.001EQIX3,253$2.3M0.04%
271UNILEVER PLC SPON ADR NEWUNLYF44,472$2.3M0.04%
272STARBUCKS CORP COMSBUX21,888$2.3M0.04%
273INTUITIVE SURGICAL INCISRG8,921$2.3M0.04%
274SPDR SERIES TRUST INTR TRM CORP BD78464A37568,711$2.2M0.04%
275SELECT SECTOR SPDR TR FINANCIALS81369Y60568,794$2.2M0.04%
276KIMBERLY CLARK CORP COMKMB16,451$2.2M0.04%
277HOULIHAN LOKEY INC CL AHLI25,126$2.2M0.04%
278ACTIVISION BLIZZARD INC COM00507V10925,616$2.2M0.04%
279NVIDIA CORP COMNVDA7,834$2.2M0.04%
280ATMOS ENERGY CORP COMATO19,349$2.2M0.04%
281MIDCAP SPDR TR UNIT SER 1MDY4,738$2.2M0.04%
282DARDEN RESTAURANTS INC COMDRI13,834$2.1M0.04%
283DANAHER CORP DEL COM2358511028,512$2.1M0.04%
284SELECT SECTOR SPDR TR COMMUNICATION81369Y85237,006$2.1M0.04%
285ARES CAPITAL CORP COMARCC116,964$2.1M0.04%
286VANGUARD INDEX FDS STK MRK ETF92290876910,451$2.1M0.04%
287MERCK & CO INC COMMRK19,929$2.1M0.04%
288VANGUARD WORLD FD ESG US STK ETF92191073329,014$2.1M0.04%
289ISHARES RUSSELL MIDCAP VALUE46428747319,555$2.1M0.04%
290CONOCOPHILLIPSCOP20,929$2.1M0.04%
291WASTE MGMT INC DEL COM94106L10912,362$2.0M0.04%
292DOW INC COMDOW35,907$2.0M0.04%
293GENERAL DYNAMICS CORP COMGD8,569$2.0M0.04%
294SPDR INDUSTRIAL IDX81369Y70418,911$1.9M0.04%
295CB RICHARD ELLIS GROUP INC.CBRE26,226$1.9M0.04%
296CANADIAN PAC RY LTD COM13645T10024,434$1.9M0.04%
297INVESCO VARIABLE RATE INVESTIVZ76,066$1.9M0.04%
298BROADRIDGE FINL SOLUTIONS INCOM11133T10312,700$1.9M0.03%
299DISNEY WALT CO COM DISNEY25468710618,545$1.9M0.03%
300AT&T INC COMT-PC95,411$1.8M0.03%
301ISHARES S&P MIDCAP 400 VALUE46428770517,865$1.8M0.03%
302PAYCHEX INC COMPAYX15,927$1.8M0.03%
303CADENCE DESIGN SYSTEM INC COMCDNS8,555$1.8M0.03%
304ROPER INDS INC NEW COMROP4,056$1.8M0.03%
305ISHARES TR DJ INTL SEL DIVD46428844864,041$1.8M0.03%
306INTERPUBLIC GROUP COS INC COMINTR46,595$1.7M0.03%
307PPG INDS INC COM69350610712,957$1.7M0.03%
308VANGUARD WORLD FDS INF TECH ETF92204A7024,485$1.7M0.03%
309MARSH & MCLENNAN COS INC COM57174810210,360$1.7M0.03%
310EMERSON ELEC CO COMEMR19,556$1.7M0.03%
311ISHARES S&P MIDCAP 400 INDEX4642875076,806$1.7M0.03%
312WISDOMTREE TR EMG MKTS SMCAPWT36,827$1.7M0.03%
313ISHARES TR INDEX S&P 500 VALUE46428740811,091$1.7M0.03%
314ENERGY SELECT SECTOR SPDR81369Y50619,990$1.7M0.03%
315BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A5,312$1.6M0.03%
316CORTEVA INC COMCTVA27,020$1.6M0.03%
317SPDR SER TR PORTFOLIO S&P50078464A85433,769$1.6M0.03%
318PACCAR INC COMPCAR22,143$1.6M0.03%
319ZOETIS INC CL AZTS9,648$1.6M0.03%
320FIRST SOLAR INC COMFSLR7,250$1.6M0.03%
321INMODE LTD SHSINMD49,355$1.6M0.03%
322ISHARES INC MSCI EMRG CHN46434G76431,819$1.6M0.03%
323MCCORMICK & CO INC COM NON VTGMKC-V18,829$1.6M0.03%
324TJX COS INC NEW COM87254010919,978$1.6M0.03%
325HONEYWELL INTL INC COM4385161067,967$1.5M0.03%
326NETFLIX INC COMNFLX4,389$1.5M0.03%
327NEXTERA ENERGY INC COMNEE-PW19,644$1.5M0.03%
328SPDR CONSUMER STAP81369Y30820,069$1.5M0.03%
329OSHKOSH CORP COMOSK17,986$1.5M0.03%
330SCHWAB STRATEGIC TR US SML CAP ETF80852460734,814$1.5M0.03%
331AON PLC SHS CL AAON4,621$1.5M0.03%
332UNITEDHEALTH GROUP INC COMUNH3,055$1.4M0.03%
333WESTERN ASSET INTER MUNI FD COM958435109182,678$1.4M0.03%
334GENERAL MLS INC COM37033410416,849$1.4M0.03%
335TYLER TECHNOLOGIES INC COMTYL4,057$1.4M0.03%
336ISHARES TR CORE MSCI EAFE46432F84221,434$1.4M0.03%
337NUSHARES ETF TR NUVEEN ESG INTLNU50,946$1.4M0.03%
338NIKE INC CL BNKE11,647$1.4M0.03%
339PAYPAL HLDGS INC COMPYPL18,781$1.4M0.03%
340BECTON DICKINSON & CO COMBDX5,701$1.4M0.03%
341NUSHARES ETF TR NUVEEN ESG MIDCPNU36,900$1.4M0.03%
342THERMO FISHER SCIENTIFIC INCCOMTMO2,435$1.4M0.03%
343UNITED PARCEL SERVICE INC CL BUPS7,110$1.4M0.03%
344BOOKING HOLDINGS INCBKNG520$1.4M0.03%
345EVEREST REINSURANCE GROUP LTDEG3,841$1.4M0.03%
346PNC FINL SVCS GROUP INC COM69347510510,813$1.4M0.03%
347VANGUARD INDEX FDS MID CAP ETF9229086296,429$1.4M0.03%
348ISHARES TR U.S. AER&DEF ETF46428876011,524$1.3M0.02%
349PFIZER INC COMPFE32,472$1.3M0.02%
350CARRIER GLOBAL CORPORATION COMCARR28,820$1.3M0.02%
351VANGUARD BD INDEX FD INC TOTAL BND MRKT92193783517,658$1.3M0.02%
352GSK PLC SPONSORED ADRGLAXF36,577$1.3M0.02%
353AMERISOURCEBERGEN CORP COMCOR8,070$1.3M0.02%
354TE CONNECTIVITY LTD SHSTEL9,737$1.3M0.02%
355ISHARES TR GOV/CRED BD ETF46428859612,033$1.3M0.02%
356NORFOLK SOUTHERN CORP COM6558441085,919$1.3M0.02%
357ASTRAZENECA PLC SPONSORED ADRAZN18,080$1.3M0.02%
358KEMPER CORP DEL COMKMPB22,931$1.3M0.02%
359CATERPILLAR INC DEL COMCAT5,473$1.3M0.02%
360LIBERTY BROADBAND CORP COM SER CLBRDP15,297$1.2M0.02%
361ISHARES S&P SMCAP 600 GROWTH46428788711,311$1.2M0.02%
362ISHARES TR BLACKROCK ULTRA46434V87824,316$1.2M0.02%
363AIR PRODS & CHEMS INC COMAIIR4,250$1.2M0.02%
364ISHARES TR FLTG RATE BD ETF46429B65523,798$1.2M0.02%
365EXXON MOBIL CORP COMXOM10,930$1.2M0.02%
366ACCENTURE PLC IRELAND SHS CLASS AACN4,192$1.2M0.02%
367MORGAN STANLEY DEAN WITTER & CO NEWMS-PQ13,593$1.2M0.02%
368ILLINOIS TOOL WKS INC COM4523081094,902$1.2M0.02%
369ALPHABET INC CL AGOOG11,240$1.2M0.02%
370VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325055,034$1.2M0.02%
371RAYTHEON TECHNOLOGIES CORP COMRTX11,750$1.2M0.02%
372MARATHON PETE CORP COMMARA8,500$1.1M0.02%
373COOPER COS INC COM NEW2166484023,041$1.1M0.02%
374IDEXX LABS INC COM45168D1042,258$1.1M0.02%
375METLIFE INC COMMET-PF19,424$1.1M0.02%
376MERCADOLIBRE INC COMMELI853$1.1M0.02%
377SEMPRA ENERGY COMSREA7,436$1.1M0.02%
378RETAIL OPPORTUNITY INVTS CORCOM76131N10180,039$1.1M0.02%
379BLACKROCK INC CL ABLK1,640$1.1M0.02%
3803M COMMM10,427$1.1M0.02%
381ORACLE CORP COMORCL-PD11,782$1.1M0.02%
382LINDE PLC SHSLIN3,046$1.1M0.02%
383PRUDENTIAL FINL INC COMPUKPF13,065$1.1M0.02%
384XYLEM INC COMXYL10,209$1.1M0.02%
385BIOGEN IDEC INCBIIB3,835$1.1M0.02%
386VANGUARD WORLD FDS CONSUM DIS ETF92204A1084,210$1.1M0.02%
387AMERICAN WTR WKS CO INC NEW COM0304201037,232$1.1M0.02%
388ISHARES TR MSCI USA MIN VOL46429B69714,411$1.0M0.02%
389COCA COLA CO COMKO16,897$1.0M0.02%
390SPDR SER TR PORTFOLIO AGRGTE78464A64940,580$1.0M0.02%
391FEDEX CORP COMFDX4,576$1.0M0.02%
392SHELL PLC SPON ADSRYDAF18,155$1.0M0.02%
393CACI INTL INC CL A1271903043,525$1.0M0.02%
394PALO ALTO NETWORKS INC COMPANW5,226$1.0M0.02%
395REXFORD INDL RLTY INC COM76169C10017,484$1.0M0.02%
396RIO TINTO PLC SPONSORED ADRRTNTF15,118$1.0M0.02%
397VANGUARD SCOTTSDALE FDS VNG RUS3000IDX92206C5995,549$1.0M0.02%
398ELEVANCE HEALTH INCELV2,211$1.0M0.02%
399ISHARES S&P MIDCAP 400 GROWTH46428760614,183$1.0M0.02%
400EDWARDS LIFESCIENCES CORP COMEW12,251$1.0M0.02%
401INVESCO EXCHNG TRADED FD TR TAXABLE MUN BDIVZ37,336$1.0M0.02%
402INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ21,200$1.0M0.02%
403VANGUARD INDEX FDS MCAP VL IDXVIP9229085127,448$998,5470.02%
404ISHARES TR MSCI KLD400 SOC46428857012,742$993,7480.02%
405INVESCO S&P 500 EQUAL WEIGHTIVZ6,867$993,1020.02%
406MARKEL CORP COMMKL776$991,2690.02%
407ESSENTIAL UTILS INC COM29670G10222,534$983,6070.02%
408ISHARES TR MSCI EAFE ESG OP46435G51613,664$981,6190.02%
409CHIPOTLE MEXICAN GRILL INC COMCMG573$978,8470.02%
410VANGUARD WORLD FDS ENERGY ETF92204A3068,563$978,1450.02%
411VANGUARD WORLD FDS HEALTH CAR ETF92204A5044,088$974,8210.02%
412INTERNATIONAL BUSINESS MACHSCOMINTR7,389$968,6200.02%
413ISHARES RUSSEL MIDCAP GROWTH46428748110,601$965,2190.02%
414QUALCOMM INC COMQCOM7,548$962,9710.02%
415ARES COML REAL ESTATE CORP COM04013V108105,550$959,4490.02%
416GILEAD SCIENCES INC COMGILD11,307$938,1380.02%
417CHUBB LTDCB4,800$932,0640.02%
418PHILIP MORRIS INTL INC COM7181721099,520$925,8150.02%
419SPDR SERIES TRUST S&P BIOTECH78464A87012,066$919,5410.02%
420TETRA TECH INCTTEK6,200$910,8420.02%
421ASSURANT INC COMAIZN7,582$910,3700.02%
422WELLS FARGO & CO NEW COM94974610124,295$908,1460.02%
423VGRD EUROPE ETF92204287414,611$890,5310.02%
424AMGEN INC COMAMGN3,682$890,1220.02%
425EATON CORP PLC SHSETN5,193$889,7640.02%
426AUTOMATIC DATA PROCESSING INCOMEADP3,991$888,5150.02%
427META PLATFORMS INC CL AMETA4,181$886,1180.02%
428SUN COMMUNITIES INC8666741046,283$885,1440.02%
429DUKE ENERGY CORP NEW COM NEWDUKB9,172$884,8120.02%
430BROADCOM INCAVGO1,375$882,1000.02%
431FTAI AVIATION LTD SHSFTAIN31,515$880,8410.02%
432OTIS WORLDWIDE CORP COMOTIS10,436$880,7760.02%
433MARRIOTT INTL INC NEW CL A5719032025,304$880,6670.02%
434KRAFT HEINZ CO COMKHC22,740$879,1200.02%
435ISHARES TR ESG AWARE MSCI46435U66325,000$849,5000.02%
436SYNCHRONY FINANCIAL COMSYF-PB28,829$838,0270.02%
437TOTAL FINA S A SPONSORED ADRTTE14,166$836,3510.02%
438VANGUARD WELLINGTON FD US VALUE FACTR9219358058,586$832,5830.02%
439TESLA MTRS INC COMTSLA4,010$831,9110.02%
440T-MOBILE US INC COMTMUSZ5,693$824,5580.02%
441VANGUARD MUN BD FDS TAX EXEMPT BD92290774616,268$823,9710.02%
442SCHWAB STRATEGIC TR EMRG MKTEQ ETF80852470633,596$823,7730.02%
443M & T BK CORP COM55261F1046,888$823,5830.02%
444AGILENT TECHNOLOGIES INC COMA5,875$812,7440.02%
445AMERICA MOVIL SAB DE CVAMXOF38,576$811,6230.02%
446AMCOR PLC ORDAMCCF71,056$808,6010.02%
447BRITISH AMERN TOB PLC SPONSORED ADR11044810722,948$805,6970.02%
448GOLDMAN SACHS GROUP INC COMGSCE2,459$804,3350.02%
449MEDTRONIC PLC SHSMDT9,950$802,1600.02%
450SEAGEN INC COMSE3,948$799,3480.02%
451EOG RES INC COMEOG6,907$791,7450.01%
452INTEL CORP COMINTC24,057$785,6990.01%
453WESTERN UN CO COMWU70,189$782,6040.01%
454GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF26,166$778,9500.01%
455SYSCO CORP COMSYY10,085$778,7610.01%
456BOSTON PROPERTIES INC COMBXP14,301$773,8260.01%
457TYSON FOODS INC CL ATSN13,015$771,8960.01%
458AMERICAN EXPRESS CO COMAXP4,668$769,9800.01%
459SONY CORP ADR NEWSNEJF8,445$765,5320.01%
460YUM BRANDS INCYUM5,778$763,1470.01%
461KLA-TENCOR CORP COMKLAC1,902$759,1910.01%
462JACOBS SOLUTIONS INC COMJ6,441$756,8800.01%
463MONDELEZ INTL INC CL A60920710510,808$753,5260.01%
464WEYERHAEUSER CO COMWY24,810$747,5070.01%
465NOVARTIS A G SPONSORED ADRNVSEF8,122$747,2240.01%
466BRISTOL MYERS SQUIBB CO COMCELG-RI10,780$747,1610.01%
467ARCHER DANIELS MIDLAND CO COMADM9,380$747,1140.01%
468BANK NEW YORK MELLON CORP COM06405810016,180$735,0570.01%
469CABLE ONE INC COMCABO1,039$729,3780.01%
470ISHARES RUSSELL 3000 GROWTH4642876718,000$710,1600.01%
471ISHARES INC MSCI EM ESG OPZ46434G86322,540$709,3330.01%
472CORNING INC COMGLW19,960$703,9830.01%
473DUPONT DE NEMOURS INC COMDD9,799$703,2470.01%
474ADOBE SYS INC COMADBE1,814$699,0390.01%
475ENTERPRISE PRODS PARTNERS L COM29379210726,859$695,3770.01%
476ISHARES TR MSCI ACWI INDX4642882577,619$694,4680.01%
477AFLAC INC COMAFL10,692$689,8440.01%
478VANGUARD INDEX FDS EXTEND MKT ETF9229086524,919$689,6400.01%
479DOUBLELINE INCOME SOLUTIONS COMDSL60,400$686,7260.01%
480FISERV INC COMFISV6,049$683,7090.01%
481BHP BILLITON LTD SPONSORED ADRBHPLF10,731$680,3390.01%
482CELANESE CORP DEL COMCE6,200$675,1140.01%
483GUGGENHEIM TAXABLE MUNI BD& INVST GRADE DEBIT TR40166410739,612$674,5870.01%
484HILTON WORLDWIDE HLDGS INC COMHLT4,778$673,0620.01%
485LENNAR CORP CL ALEN-B6,390$671,6510.01%
486SPROTT PHYSICAL GOLD TRUST UNITSII43,408$671,0790.01%
487LEGGETT & PLATT INC COMLEG20,855$664,8410.01%
488ISHARES MSCI EAFE INDEX FUND4642874659,206$658,4130.01%
489EVERSOURCE ENERGY COMES8,389$656,5090.01%
490HP INC COMHPQ22,249$652,7770.01%
491CLOROX CO DEL COMCLX4,118$651,6290.01%
492SCHWAB STRATEGIC TR US MID-CAP ETF8085245089,592$650,8090.01%
493ABERDEEN STD GOLD ETF TR00326A10434,300$646,8940.01%
494NUSHARES ETF TR NUVEEN ESG MIDVLNU22,523$646,1820.01%
495CHARTER COMMUNICATIONS INC NCL A16119P1081,793$641,1720.01%
496ISHARES INVEST. GRADE CORP BONDS4642872425,834$639,4620.01%
497VERISK ANALYTICS INC COMVRSK3,324$637,7300.01%
498TEXAS INSTRS INC COM8825081043,415$635,2190.01%
499LULULEMON ATHLETICA INC COMLULU1,722$627,1310.01%
500TEXAS PACIFIC LAND CORPORATICOMTPL367$624,2740.01%