Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
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 Q4 2023 · Filed October 27, 2023 · Accession 0001839882-23-028410

Total Value
$5.63B
Positions
2,062
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE COMPUTER INC COMAAPL1,581,781$270.8M4.96%
2MICROSOFT CORP COMMSFT792,802$250.3M4.58%
3SPDR TR S&P 500SPY432,352$184.8M3.38%
4ISHARES S&P 500 INDEX464287200419,694$180.2M3.30%
5NVIDIA CORP COMNVDA384,525$167.3M3.06%
6ALPHABET INC CL CGOOG1,261,459$166.3M3.04%
7BERKSHIRE HATHAWAY INC DEL CL ABRK-A256$136.1M2.49%
8AMAZON COM INC COMAMZN978,203$124.3M2.28%
9VISA INC COM CL AV419,033$96.4M1.76%
10ISHARES S&P MIDCAP 400 INDEX464287507370,598$92.4M1.69%
11J P MORGAN CHASE & CO COMVYLD591,837$85.8M1.57%
12MIDCAP SPDR TR UNIT SER 1MDY142,757$65.2M1.19%
13ISHARES S&P SMALL CAP 600464287804688,146$64.9M1.19%
14BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A184,425$64.6M1.18%
15VANGUARD FTSE DEVELOPED MARKETS9219438581,418,880$62.0M1.14%
16CHEVRON CORP COMCVX353,190$59.6M1.09%
17APPLIED MATLS INC COM038222105405,052$56.1M1.03%
18JOHNSON & JOHNSON COMJNJ352,673$54.9M1.01%
19META PLATFORMS INC CL AMETA168,774$50.7M0.93%
20EATON CORP PLC SHSETN231,283$49.3M0.90%
21BROADCOM INCAVGO58,781$48.8M0.89%
22HONEYWELL INTL INC COM438516106261,490$48.3M0.88%
23TJX COS INC NEW COM872540109526,556$46.8M0.86%
24ISHARES INC CORE MSCI EMKT46434G103980,689$46.7M0.85%
25ISHARES RUSSELL 2000 INDEX464287655263,707$46.6M0.85%
26LINDE PLC SHSLIN120,001$44.7M0.82%
27MERCK & CO INC COMMRK424,883$43.7M0.80%
28UNITEDHEALTH GROUP INC COMUNH84,171$42.4M0.78%
29THERMO FISHER SCIENTIFIC INCCOMTMO81,662$41.3M0.76%
30ELEVANCE HEALTH INCELV89,782$39.1M0.72%
31ISHARES RUSSELL 2000 VALUE464287630280,793$38.1M0.70%
32PEPSICO INC COMPEP224,538$38.0M0.70%
33VANGUARD EMERGING MARKET EQUITY ETF922042858893,333$35.0M0.64%
34CHIPOTLE MEXICAN GRILL INC COMCMG18,790$34.4M0.63%
35ABBOTT LABS COMABLZF349,649$33.9M0.62%
36PROCTER & GAMBLE CO COM742718109228,329$33.3M0.61%
37NIKE INC CL BNKE339,636$32.5M0.59%
38COSTCO WHSL CORP NEW COM22160K10556,666$32.0M0.59%
39LILLY ELI & CO COMLLY59,434$31.9M0.58%
40NORFOLK SOUTHERN CORP COM655844108159,649$31.4M0.58%
41BLACKSTONE INC COMBX292,717$31.4M0.57%
42ALPHABET INC CL AGOOG235,502$30.8M0.56%
43TESLA MTRS INC COMTSLA122,993$30.8M0.56%
44ACCENTURE PLC IRELAND SHS CLASS AACN93,664$28.8M0.53%
45DANAHER CORP DEL COM235851102110,224$27.3M0.50%
46RAYTHEON TECHNOLOGIES CORP COMRTX360,115$25.9M0.47%
47EOG RES INC COMEOG201,195$25.5M0.47%
48MARSH & MCLENNAN COS INC COM571748102133,575$25.4M0.47%
49VALERO ENERGY CORP NEW COMVLO179,327$25.4M0.47%
50DISNEY WALT CO COM DISNEY254687106311,043$25.2M0.46%
51ADOBE SYS INC COMADBE48,063$24.5M0.45%
52SERVICENOW INC COMNOW42,446$23.7M0.43%
53ISHARES TR CORE MSCI EAFE46432F842368,656$23.7M0.43%
54ABBVIE INC COMABBV153,258$22.8M0.42%
55FORTIVE CORP COMFTV302,545$22.4M0.41%
56UNITED RENTALS INC COMURI49,827$22.2M0.41%
57GOLDMAN SACHS GROUP INC COMGSCE67,661$21.9M0.40%
58ISHARES TR RUSSELL 100046428762290,857$21.3M0.39%
59SUN COMMUNITIES INC866674104177,072$21.0M0.38%
60PHILIP MORRIS INTL INC COM718172109225,370$20.9M0.38%
61HOME DEPOT INC COMHD67,928$20.5M0.38%
62VANGUARD INDEX FDS MID CAP ETF92290862997,542$20.3M0.37%
63PIMCO ETF TR ENHAN SHRT MAT72201R833201,702$20.2M0.37%
64S&P GLOBAL INC.SPGI54,485$19.9M0.36%
65SALESFORCE COM INC COMCRM97,025$19.7M0.36%
66MONDELEZ INTL INC CL A609207105283,066$19.6M0.36%
67SPDR SERIES TRUST S&P BIOTECH78464A870266,358$19.4M0.36%
68MCDONALDS CORP COMMCD73,665$19.4M0.36%
69VGRD FTSE ALL WORLD ETF922042775360,681$18.7M0.34%
70ASML HOLDING N V N Y REGISTRY SHSASMLF31,692$18.7M0.34%
71INTUIT COMINTU35,993$18.4M0.34%
72WAL MART STORES INC COMWMT108,528$17.4M0.32%
73MONOLITHIC PWR SYS INC COM60983910537,432$17.3M0.32%
74CISCO SYS INC COMCSCO317,835$17.1M0.31%
75COPART INC COMCPRT395,608$17.0M0.31%
76COMCAST CORPCCZ381,623$16.9M0.31%
77SPDR TR S&P 500SPY38,211$16.3M0.30%
78AIRBNB INC COM CL AABNB118,122$16.2M0.30%
79IQVIA HLDGS INC COMIQV82,001$16.1M0.30%
80PFIZER INC COMPFE484,180$16.1M0.29%
81OLD DOMINION FGHT LINES INC COMODFL38,564$15.8M0.29%
82O REILLY AUTOMOTIVE INC NEW COM67103H10717,322$15.7M0.29%
83LOWE'S COS54866110773,411$15.3M0.28%
84EXXON MOBIL CORP COMXOM129,522$15.2M0.28%
85BLACKROCK INC CL ABLK23,510$15.2M0.28%
86MICROSOFT CORP COMMSFT45,741$14.4M0.26%
87ORACLE CORP COMORCL-PD135,299$14.3M0.26%
88VANGUARD INTERM CORP92206C870185,106$14.1M0.26%
89AMERICAN TOWER CORP NEW COM03027X10083,625$13.8M0.25%
90ADVANCED MICRO DEVICES INC COMAMD130,005$13.4M0.24%
91WEST PHARMACEUTICAL SVSC INCCOM95530610534,586$13.0M0.24%
92RBC BEARINGS INC COMRBC55,001$12.9M0.24%
93BUILDERS FIRSTSOURCE INC COMBLDR103,053$12.8M0.23%
94CATERPILLAR INC DEL COMCAT46,879$12.8M0.23%
95SCHWAB CHARLES CORP NEW COMSCHW-PJ230,788$12.7M0.23%
96VANGUARD INDEX FDS SMALL CP ETF92290875165,690$12.4M0.23%
97VANGUARD SHRT-TERM CORP92206C409163,575$12.3M0.22%
98ALBEMARLE CORP COMALB-PA71,692$12.2M0.22%
99MASTERCARD INC CL AMA30,670$12.1M0.22%
100APPLE COMPUTER INC COMAAPL70,764$12.1M0.22%
101SIMPSON MANUFACTURING CO INCCOM82907310580,534$12.1M0.22%
102CONSTELLATION BRANDS INCSTZ47,602$12.0M0.22%
103SHERWIN WILLIAMS CO COMSHW46,529$11.9M0.22%
104INVESCO QQQ TR UNIT SER 1IVZ32,730$11.7M0.21%
105CME GROUP INC COMCME56,468$11.3M0.21%
106FAIR ISAAC & CO INCFICO13,009$11.3M0.21%
107ISHARES MSCI EAFE INDEX FUND464287465163,037$11.2M0.21%
108TELEDYNE TECHNOLOGIES INC COMTDY27,491$11.2M0.21%
109GRACO INC COMGGG148,692$10.8M0.20%
110MONGODB INC CL AMDB31,265$10.8M0.20%
111BOEING CO COMBA-PA55,476$10.6M0.19%
112COCA COLA CO COMKO189,920$10.6M0.19%
113VANGUARD DIVIDEND APPRECIATION ETF92190884468,061$10.6M0.19%
114ISHARES RUSSELL MIDCAP INDEX464287499151,805$10.5M0.19%
115UNITY SOFTWARE INC COMU333,535$10.5M0.19%
116AMERICAN EXPRESS CO COMAXP69,046$10.3M0.19%
117CVS CORP COMCVS147,162$10.3M0.19%
118STRYKER CORP COMSYK37,428$10.2M0.19%
119TRUIST FINL CORP COM89832Q109356,138$10.2M0.19%
120EAST WEST BANCORP INC COMEWBC191,367$10.1M0.18%
121MOTOROLA SOLUTIONS INC COM NEWMSI36,937$10.1M0.18%
122AMPHENOL CORP NEW CL A032095101118,141$9.9M0.18%
123BROWN & BROWN INC COMBRO141,079$9.9M0.18%
124TRAVELERS COMPANIES, INC COMTRV60,206$9.8M0.18%
125STERIS PLC SHS USDSTE44,572$9.8M0.18%
126RLI CORP COMRLI71,864$9.8M0.18%
127OLLIES BARGAIN OUTLT HLDGS ICOM681116109126,321$9.7M0.18%
128CURTISS WRIGHT CORP COMCW48,858$9.6M0.17%
129LAUDER ESTEE COS INC CL A51843910465,677$9.5M0.17%
130KINDER MORGAN INC DEL COMEP-PC564,552$9.4M0.17%
131EQT CORP COMEQT227,297$9.2M0.17%
132AMGEN INC COMAMGN33,925$9.1M0.17%
133AES CORP COMAES594,023$9.0M0.17%
134SECTOR SPDR TR TECHNOLOGY81369Y80354,515$8.9M0.16%
135ISHARES LEHMAN AGGREGATE BONDS46428722693,594$8.8M0.16%
136DEERE & CO COMDE23,127$8.7M0.16%
137TEXAS INSTRS INC COM88250810454,554$8.7M0.16%
138EAGLE MATERIALS INC COM26969P10851,752$8.6M0.16%
139EMERSON ELEC CO COMEMR88,727$8.6M0.16%
140DIAMONDS TR UNIT SER 178467X10925,222$8.4M0.15%
141ILLINOIS TOOL WKS INC COM45230810936,440$8.4M0.15%
142HENRY JACK & ASSOC INC COM42628110154,040$8.2M0.15%
143BROWN-FORMAN CORPBF-B138,891$8.0M0.15%
144VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640677,331$8.0M0.15%
145INVITATION HOMES INC COMINVH251,927$8.0M0.15%
146AMERICAN WTR WKS CO INC NEW COM03042010363,873$7.9M0.14%
147ISHARES SHORT-TERM CORPORATEBOND ETF464288646156,897$7.8M0.14%
148TOPBUILD CORP COMBLD30,875$7.8M0.14%
149ISHARES NON-US STOCKS464288240162,967$7.7M0.14%
150ISHARES RUSSELL 1000 GROWTH46428761428,507$7.6M0.14%
151VERIZON COMMUNICATIONS COMVZ233,573$7.6M0.14%
152WD-40 CO COMWDFC35,863$7.3M0.13%
153COINBASE GLOBAL INC COM CL ACOIN96,971$7.3M0.13%
154BOOT BARN HLDGS INC COMBOOT89,650$7.3M0.13%
155BONANZA CREEK ENERGY INC COM NEW17888H10388,124$7.1M0.13%
156BJS WHSL CLUB HLDGS INC COM05550J10198,594$7.0M0.13%
157SIMON PPTY GROUP INC NEW COM82880610964,318$6.9M0.13%
158SPDR SER TR S&P DIVID ETF78464A76360,287$6.9M0.13%
159VANGUARD INDEX FDS REIT ETF92290855390,736$6.9M0.13%
160FACTSET RESH SYS INC COM30307510515,517$6.8M0.12%
161SPDR MSCI ACWI X U.S.78463X848268,191$6.7M0.12%
162AMERICAN ELEC PWR INC COM02553710185,897$6.5M0.12%
163GRAPHIC PACKAGING HLDG CO COMGPK288,044$6.4M0.12%
164UNION PAC CORP COMUNP31,262$6.4M0.12%
165STARBUCKS CORP COMSBUX69,213$6.3M0.12%
166VANGUARD INDEX FDS S&P 500 ETF SHS92290836316,020$6.3M0.12%
167ISHARES RUSSELL 2000 GROWTH46428764827,790$6.2M0.11%
168MCKESSON CORP COMMCK14,014$6.1M0.11%
169ALPHABET INC CL CGOOG45,315$6.0M0.11%
170CASEYS GEN STORES INC COM14752810321,676$5.9M0.11%
171AUTOMATIC DATA PROCESSING INCOMEADP23,597$5.7M0.10%
172BRISTOL MYERS SQUIBB CO COMCELG-RI97,675$5.7M0.10%
173DOMINOS PIZZA INC COMDPZ14,947$5.7M0.10%
174HOULIHAN LOKEY INC CL AHLI52,807$5.7M0.10%
175PROCTER & GAMBLE CO COM74271810937,532$5.5M0.10%
176ALEXANDRIA REAL ESTATE EQ INCOM01527110954,357$5.4M0.10%
177ISHARES RUSSELL 1000 VALUE46428759835,179$5.3M0.10%
178INTERNATIONAL BUSINESS MACHSCOMINTR37,908$5.3M0.10%
179VANGUARD SHORT-TERM TREASURY ETF92206C10291,546$5.3M0.10%
180INVESCO EXCH TRADED FD TR IIVAR RATE PFDIVZ233,908$5.2M0.10%
181PROLOGIS INC COMPLDGP46,056$5.2M0.09%
182DIMENSIONAL ETF TRUST US SMALL CAP ETF25434V50097,560$5.1M0.09%
183ISHARES TR RUSSELL 300046428768920,789$5.1M0.09%
184OTTER TAIL CORP COMOTTR66,983$5.1M0.09%
185HYATT HOTELS CORP COM CL AH46,961$5.0M0.09%
186J P MORGAN CHASE & CO COMVYLD33,868$4.9M0.09%
187ISHARES MSCI EMERGING MKTS464287234128,921$4.9M0.09%
188POOL CORPORATION COMPOOL13,632$4.9M0.09%
189TERADYNE INC COMTER47,675$4.8M0.09%
190VISA INC COM CL AV20,648$4.7M0.09%
191GENTEX CORPGNTX145,148$4.7M0.09%
192VANGUARD INDEX FDS LARGE CAP ETF92290863723,797$4.7M0.09%
193UNITED PARCEL SERVICE INC CL BUPS29,675$4.6M0.08%
194ISHARES TR INTRM GOV CR ETF46428861245,064$4.6M0.08%
195FOX FACTORY HLDG CORP COMFOXF44,843$4.4M0.08%
196ALTRIA GROUP INCMO105,552$4.4M0.08%
197DATADOG INC CL A COMDDOG48,096$4.4M0.08%
198BANCORP INC DEL COMTBBK124,346$4.3M0.08%
199HESS CORP COMHESM27,942$4.3M0.08%
200SPDR HEALTH CARE SEL81369Y20932,999$4.2M0.08%
201AMN HEALTHCARE SERVICES INC COM00174410149,753$4.2M0.08%
202TARGET CORP COMTGT38,161$4.2M0.08%
203GUIDEWIRE SOFTWARE INC COMGWRE46,878$4.2M0.08%
204INTERPUBLIC GROUP COS INC COMINTR145,321$4.2M0.08%
205DOLLAR GEN CORP NEW COM25667710539,148$4.1M0.08%
206INTEL CORP COMINTC115,720$4.1M0.08%
207NOVARTIS A G SPONSORED ADRNVSEF39,650$4.0M0.07%
208ISHARES TR 3 7 YR TREAS BD46428866135,645$4.0M0.07%
209HF SINCLAIR CORP COMDINO70,818$4.0M0.07%
210PROGRESS SOFTWARE CORP COM74331210076,207$4.0M0.07%
2113M COMMM42,668$4.0M0.07%
212WINGSTOP INC COMWING22,062$4.0M0.07%
213DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807121,075$3.9M0.07%
214WELLS FARGO & CO NEW COM94974610195,523$3.9M0.07%
215NORTHROP GRUMMAN CORPNOC8,687$3.8M0.07%
216LAM RESEARCH CORP COMLRCX6,009$3.8M0.07%
217VANGUARD INDEX FDS SM CP VAL ETF92290861123,030$3.7M0.07%
218AVANTOR INC COMAVTR172,392$3.6M0.07%
219JOHNSON & JOHNSON COMJNJ23,158$3.6M0.07%
220ROBLOX CORP CL ARBLX122,447$3.5M0.06%
221PORTLAND GEN ELEC CO COM NEW73650884786,851$3.5M0.06%
222ISHARES MSCI EAFE VALUE INDX46428887770,636$3.5M0.06%
223QUALCOMM INC COMQCOM31,061$3.4M0.06%
224AMAZON COM INC COMAMZN26,784$3.4M0.06%
225VANGUARD BD INDEX FD INC SHORT TRM BOND92193782745,150$3.4M0.06%
226RPM INTERNATIONAL INC (DELA)74968510335,692$3.4M0.06%
227ISHARES S&P CAL AMT-FREE MUNIS46428835661,516$3.4M0.06%
228SPS COMM INC COMSPSC19,669$3.4M0.06%
229NXP SEMICONDUCTORS N V COMNXPI16,679$3.3M0.06%
230BOWLERO CORP CL A COMLUCK345,715$3.3M0.06%
231SELECT SECTOR SPDR TR SBI CONS DISCR81369Y40720,381$3.3M0.06%
232NOVO-NORDISK A S ADRNONOF35,900$3.3M0.06%
233CSX CORP COMCSX105,354$3.2M0.06%
234NEXTERA ENERGY INC COMNEE-PW55,586$3.2M0.06%
235VANGUARD EMERGING MARKET EQUITY ETF92204285881,044$3.2M0.06%
236STARWOOD PPTY TR INC COMSTHO160,095$3.1M0.06%
237TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910035,391$3.1M0.06%
238SPDR GOLD TRUST GOLD SHSGLD17,846$3.1M0.06%
239GILEAD SCIENCES INC COMGILD39,932$3.0M0.05%
240NVIDIA CORP COMNVDA6,862$3.0M0.05%
241ETF S&P 500 GROWTH46428730943,374$3.0M0.05%
242COLGATE PALMOLIVE CO COMCL41,482$2.9M0.05%
243GENUINE PARTS CO COMGPC20,342$2.9M0.05%
244RENAISSANCERE HLDGS LTD COMRNR-PG14,651$2.9M0.05%
245INMODE LTD SHSINMD94,987$2.9M0.05%
246GALLAGHER ARTHUR J & CO COM36357610912,527$2.9M0.05%
247ISHARES RUSSELL 2000 INDEX46428765516,083$2.8M0.05%
248PEPSICO INC COMPEP16,388$2.8M0.05%
249CHEVRON CORP COMCVX16,266$2.7M0.05%
250BANK OF AMERICA CORPORATION COM06050510499,377$2.7M0.05%
251APTIV PLC SHSAPTV27,550$2.7M0.05%
252CITIGROUP INC COM NEWC-PR64,970$2.7M0.05%
253ISHARES GLOBAL INTERMEDIATE CREDIT INDEX46428863854,184$2.6M0.05%
254ISHARES GOLD TR ISHARES NEWIAU75,107$2.6M0.05%
255SPDR SERIES TRUST BARC CAPTL ETF78464A47488,367$2.6M0.05%
256INTUITIVE SURGICAL INCISRG8,799$2.6M0.05%
257ISHR S&P U.S. PRD STK46428868783,415$2.5M0.05%
258ABBVIE INC COMABBV16,830$2.5M0.05%
259HOME DEPOT INC COMHD8,231$2.5M0.05%
260SELECT SECTOR SPDR TR COMMUNICATION81369Y85237,359$2.4M0.04%
261CHUBB LTDCB11,639$2.4M0.04%
262NUVEEN CA QUALTY MUN INCOME COMNU250,408$2.4M0.04%
263EQUINIX INC COM PAR $0.001EQIX3,300$2.4M0.04%
264NUSHARES ETF TR NUVEEN ESG MIDCPNU65,329$2.4M0.04%
265LOCKHEED MARTIN CORP COMLMT5,778$2.4M0.04%
266VANGUARD FTSE DEVELOPED MARKETS92194385853,825$2.4M0.04%
267GENERAL DYNAMICS CORP COMGD10,636$2.4M0.04%
268DIAGEO P L C SPNSRD ADR NEWDGEAF15,518$2.3M0.04%
269ABBOTT LABS COMABLZF23,726$2.3M0.04%
270BOSTON PROPERTIES INC COMBXP38,298$2.3M0.04%
271ARES CAPITAL CORP COMARCC116,964$2.3M0.04%
272BROADRIDGE FINL SOLUTIONS INCOM11133T10312,643$2.3M0.04%
273SELECT SECTOR SPDR TR FINANCIALS81369Y60567,967$2.3M0.04%
274NUSHARES ETF TR NUVEEN ESG SMLCPNU64,379$2.2M0.04%
275CONOCOPHILLIPSCOP18,306$2.2M0.04%
276VANGUARD WORLD FD ESG US STK ETF92191073329,014$2.2M0.04%
277UNILEVER PLC SPON ADR NEWUNLYF43,895$2.2M0.04%
278FIVE BELOW INC COMFIVE13,355$2.1M0.04%
279VANGUARD INDEX FDS STK MRK ETF9229087699,960$2.1M0.04%
280STARBUCKS CORP COMSBUX22,888$2.1M0.04%
281SCHWAB STRATEGIC TR US DIVIDEND EQ80852479729,388$2.1M0.04%
282ISHARES DJ SELECT DIVIDEND INDEX46428716819,254$2.1M0.04%
283DANAHER CORP DEL COM2358511028,316$2.1M0.04%
284WASTE MGMT INC DEL COM94106L10913,473$2.1M0.04%
285PAYCHEX INC COMPAYX17,662$2.0M0.04%
286CADENCE DESIGN SYSTEM INC COMCDNS8,690$2.0M0.04%
287THE CIGNA GROUP COM1255231007,112$2.0M0.04%
288ROPER INDS INC NEW COMROP4,195$2.0M0.04%
289ATMOS ENERGY CORP COMATO19,164$2.0M0.04%
290SPDR BBG BARC HIGH YIELD BND78468R62222,359$2.0M0.04%
291CB RICHARD ELLIS GROUP INC.CBRE26,853$2.0M0.04%
292KIMBERLY CLARK CORP COMKMB16,376$2.0M0.04%
293ISHARES RUSSELL MIDCAP VALUE46428747318,842$2.0M0.04%
294DARDEN RESTAURANTS INC COMDRI13,705$2.0M0.04%
295SPDR INDUSTRIAL IDX81369Y70419,265$2.0M0.04%
296MERCK & CO INC COMMRK18,860$1.9M0.04%
297MCDONALDS CORP COMMCD7,322$1.9M0.04%
298EMERSON ELEC CO COMEMR19,883$1.9M0.04%
299PACCAR INC COMPCAR22,172$1.9M0.03%
300MARSH & MCLENNAN COS INC COM5717481029,885$1.9M0.03%
301SPDR SERIES TRUST INTR TRM CORP BD78464A37559,065$1.9M0.03%
302ISHARES S&P NATIONAL MUNIS AMT-FREE46428841417,903$1.8M0.03%
303CANADIAN PACIFIC KANSAS CITYCP24,633$1.8M0.03%
304ZOETIS INC CL AZTS10,500$1.8M0.03%
305VANGUARD WORLD FDS INF TECH ETF92204A7024,392$1.8M0.03%
306ACTIVISION BLIZZARD INC COM00507V10919,037$1.8M0.03%
307ENERGY SELECT SECTOR SPDR81369Y50619,705$1.8M0.03%
308ISHARES TR INDEX S&P 500 VALUE46428740811,091$1.7M0.03%
309DOW INC COMDOW33,071$1.7M0.03%
310SPDR SER TR PORTFOLIO S&P50078464A85433,559$1.7M0.03%
311ISHARES TR DJ INTL SEL DIVD46428844866,308$1.7M0.03%
312ISHARES INC MSCI EMRG CHN46434G76433,175$1.7M0.03%
313TJX COS INC NEW COM87254010918,489$1.6M0.03%
314PPG INDS INC COM69350610712,622$1.6M0.03%
315WISDOMTREE TR EMG MKTS SMCAPWT34,589$1.6M0.03%
316BOOKING HOLDINGS INCBKNG518$1.6M0.03%
317BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,496$1.6M0.03%
318TYLER TECHNOLOGIES INC COMTYL4,057$1.6M0.03%
319CARRIER GLOBAL CORPORATION COMCARR28,361$1.6M0.03%
320SPDR CONSUMER STAP81369Y30822,361$1.5M0.03%
321NETFLIX INC COMNFLX4,040$1.5M0.03%
322MCCORMICK & CO INC COM NON VTGMKC-V19,953$1.5M0.03%
323AON PLC SHS CL AAON4,566$1.5M0.03%
324BECTON DICKINSON & CO COMBDX5,660$1.5M0.03%
325ALPHABET INC CL AGOOG11,168$1.5M0.03%
326AMERISOURCEBERGEN CORP COMCOR8,045$1.4M0.03%
327EVEREST REINSURANCE GROUP LTDEG3,845$1.4M0.03%
328DISNEY WALT CO COM DISNEY25468710617,627$1.4M0.03%
329VANGUARD INDEX FDS GROWTH ETF9229087365,185$1.4M0.03%
330CATERPILLAR INC DEL COMCAT5,133$1.4M0.03%
331NUSHARES ETF TR NUVEEN ESG INTLNU50,946$1.4M0.03%
332INVESCO S&P 500 EQUAL WEIGHTIVZ9,789$1.4M0.03%
333HONEYWELL INTL INC COM4385161067,397$1.4M0.03%
334NUSHARES ETF TR NUVEEN ESG MIDCPNU36,900$1.4M0.02%
335VANGUARD INDEX FDS MID CAP ETF9229086296,429$1.3M0.02%
336AT&T INC COMT-PC89,104$1.3M0.02%
337CORTEVA INC COMCTVA26,018$1.3M0.02%
338ISHARES S&P MIDCAP 400 VALUE46428770512,979$1.3M0.02%
339MARATHON PETE CORP COMMARA8,388$1.3M0.02%
340EXXON MOBIL CORP COMXOM10,779$1.3M0.02%
341UNITEDHEALTH GROUP INC COMUNH2,489$1.3M0.02%
342ORACLE CORP COMORCL-PD11,782$1.2M0.02%
343SHELL PLC SPON ADSRYDAF19,340$1.2M0.02%
344VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325055,034$1.2M0.02%
345PNC FINL SVCS GROUP INC COM69347510510,038$1.2M0.02%
346PALO ALTO NETWORKS INC COMPANW5,245$1.2M0.02%
347ISHARES RUSSELL 2000 VALUE4642876309,025$1.2M0.02%
348ISHARES TR U.S. AER&DEF ETF46428876011,524$1.2M0.02%
349ISHARES TR BLACKROCK ULTRA46434V87824,016$1.2M0.02%
350AIR PRODS & CHEMS INC COMAIIR4,250$1.2M0.02%
351TE CONNECTIVITY LTD SHSTEL9,713$1.2M0.02%
352ISHARES S&P SMCAP 600 GROWTH46428788710,890$1.2M0.02%
353ACCENTURE PLC IRELAND SHS CLASS AACN3,875$1.2M0.02%
354FEDEX CORP COMFDX4,480$1.2M0.02%
355FIRST SOLAR INC COMFSLR7,250$1.2M0.02%
356METLIFE INC COMMET-PF18,534$1.2M0.02%
357THERMO FISHER SCIENTIFIC INCCOMTMO2,297$1.2M0.02%
358ASTRAZENECA PLC SPONSORED ADRAZN17,166$1.2M0.02%
359ILLINOIS TOOL WKS INC COM4523081094,902$1.1M0.02%
360MORGAN STANLEY DEAN WITTER & CO NEWMS-PQ13,783$1.1M0.02%
361NEXTERA ENERGY INC COMNEE-PW19,644$1.1M0.02%
362MARKEL GROUP INC COMMKL762$1.1M0.02%
363ISHARES TR FLTG RATE BD ETF46429B65522,038$1.1M0.02%
364FTAI AVIATION LTD SHSFTAIN31,515$1.1M0.02%
365MIDCAP SPDR TR UNIT SER 1MDY2,440$1.1M0.02%
366PROCORE TECHNOLOGIES INC COMPCOR17,008$1.1M0.02%
367UNITED PARCEL SERVICE INC CL BUPS7,110$1.1M0.02%
368CACI INTL INC CL A1271903043,525$1.1M0.02%
369ISHARES TR MSCI USA MIN VOL46429B69715,186$1.1M0.02%
370BROOKFIELD INFRAST PARTNERS LP INT UNITG1625210137,361$1.1M0.02%
371MERCADOLIBRE INC COMMELI861$1.1M0.02%
372KEYSIGHT TECHNOLOGIES INC COMKEYS8,241$1.1M0.02%
373ASSURANT INC COMAIZN7,585$1.1M0.02%
374LINDE PLC SHSLIN2,911$1.1M0.02%
375VANGUARD INDEX FDS MCAP VL IDXVIP9229085128,231$1.1M0.02%
376GENERAL MLS INC COM37033410416,677$1.1M0.02%
377PFIZER INC COMPFE32,042$1.1M0.02%
378VANGUARD WORLD FDS ENERGY ETF92204A3068,359$1.1M0.02%
379VANGUARD SCOTTSDALE FDS VNG RUS3000IDX92206C5995,549$1.1M0.02%
380MARRIOTT INTL INC NEW CL A5719032025,364$1.1M0.02%
381BLACKROCK INC CL ABLK1,622$1.0M0.02%
382NORFOLK SOUTHERN CORP COM6558441085,295$1.0M0.02%
383SCHWAB STRATEGIC TR US SML CAP ETF80852460725,161$1.0M0.02%
384BROADCOM INCAVGO1,228$1.0M0.02%
385RIO TINTO PLC SPONSORED ADRRTNTF16,027$1.0M0.02%
386ISHARES S&P MIDCAP 400 GROWTH46428760613,986$1.0M0.02%
387ARES COML REAL ESTATE CORP COM04013V108105,550$1.0M0.02%
388ISHARES TR CORE MSCI EAFE46432F84215,570$1.0M0.02%
389CHUBB LTDCB4,800$999,2640.02%
390INTERNATIONAL BUSINESS MACHSCOMINTR7,098$995,8480.02%
391SEMPRA ENERGY COMSREA14,616$994,3210.02%
392WELLS FARGO & CO NEW COM94974610124,295$992,6920.02%
393AMGEN INC COMAMGN3,682$989,5730.02%
394SPDR SER TR PORTFOLIO AGRGTE78464A64940,580$987,7170.02%
395NIKE INC CL BNKE10,300$984,8790.02%
396EATON CORP PLC SHSETN4,616$984,4950.02%
397WESTERN ASSET INTER MUNI FD COM958435109136,875$980,0160.02%
398RAYTHEON TECHNOLOGIES CORP COMRTX13,597$978,5700.02%
399COOPER COS INC COM NEW2166484023,066$975,0160.02%
400BIOGEN IDEC INCBIIB3,770$968,9210.02%
401ISHARES RUSSEL MIDCAP GROWTH46428748110,601$968,3990.02%
402VANGUARD WORLD FDS HEALTH CAR ETF92204A5044,113$966,9620.02%
403IDEXX LABS INC COM45168D1042,208$965,4670.02%
404KEMPER CORP DEL COMKMPB22,931$963,5600.02%
405AUTOMATIC DATA PROCESSING INCOMEADP3,991$960,1530.02%
406META PLATFORMS INC CL AMETA3,197$959,7370.02%
407ELEVANCE HEALTH INCELV2,194$955,2850.02%
408TETRA TECH INCTTEK6,200$942,5860.02%
409XYLEM INC COMXYL10,257$933,6760.02%
410PRUDENTIAL FINL INC COMPUKPF9,815$931,3360.02%
411ISHARES TR MSCI EAFE ESG OP46435G51613,454$930,0720.02%
412WESTERN UN CO COMWU69,661$918,1300.02%
413REXFORD INDL RLTY INC COM76169C10018,596$917,5140.02%
414GUGGENHEIM TAXABLE MUNI BD& INVST GRADE DEBIT TR40166410757,759$897,5720.02%
415COCA COLA CO COMKO15,985$894,6790.02%
416AMERICAN WTR WKS CO INC NEW COM0304201037,189$890,2120.02%
417AGILENT TECHNOLOGIES INC COMA7,903$883,7100.02%
418INVESCO VARIABLE RATE INVESTIVZ35,395$882,7470.02%
419KLA-TENCOR CORP COMKLAC1,921$881,0590.02%
420ISHARES TR MSCI KLD400 SOC46428857010,717$872,3630.02%
421VANGUARD WELLINGTON FD US VALUE FACTR9219358058,672$867,8920.02%
422ISHARES TR GOV/CRED BD ETF4642885968,653$865,8190.02%
423ADOBE SYS INC COMADBE1,694$863,7490.02%
424DECKERS OUTDOOR CORP COMDECK1,663$854,9140.02%
425TOTAL FINA S A SPONSORED ADRTTE12,975$853,2240.02%
426VERISK ANALYTICS INC COMVRSK3,596$849,5020.02%
427GILEAD SCIENCES INC COMGILD11,307$847,3430.02%
428NOVARTIS A G SPONSORED ADRNVSEF8,280$843,3980.02%
429ISHARES TR ESG AWARE MSCI46435U66325,000$841,0000.02%
430CHIPOTLE MEXICAN GRILL INC COMCMG458$838,9740.02%
431M & T BK CORP COM55261F1046,634$838,8530.02%
432QUALCOMM INC COMQCOM7,548$838,2780.02%
433T-MOBILE US INC COMTMUSZ5,948$833,0000.02%
434POWELL INDS INC COM73912810610,000$829,0000.02%
435VGRD EUROPE ETF92204287414,296$828,1570.02%
436AFLAC INC COMAFL10,751$825,1350.02%
437DUKE ENERGY CORP NEW COM NEWDUKB9,340$824,3400.02%
438VANGUARD BD INDEX FD INC TOTAL BND MRKT92193783511,751$819,9820.02%
439SCHWAB STRATEGIC TR EMRG MKTEQ ETF80852470633,596$803,9520.01%
440COPART INC COMCPRT18,530$798,4560.01%
441JACOBS SOLUTIONS INC COMJ5,840$797,1590.01%
442TESLA MTRS INC COMTSLA3,182$796,1970.01%
443PAYPAL HLDGS INC COMPYPL13,602$794,9940.01%
444INTEL CORP COMINTC22,345$794,1390.01%
445SONY CORP ADR NEWSNEJF9,620$792,6810.01%
446OTIS WORLDWIDE CORP COMOTIS9,853$791,2620.01%
447PHILIP MORRIS INTL INC COM7181721098,483$785,3490.01%
448CHARTER COMMUNICATIONS INC NCL A16119P1081,779$782,4310.01%
449VANGUARD MUN BD FDS TAX EXEMPT BD92290774616,268$782,3250.01%
450MEDTRONIC PLC SHSMDT9,903$775,9920.01%
451ESSENTIAL UTILS INC COM29670G10222,544$773,7090.01%
452CELANESE CORP DEL COMCE6,160$773,2020.01%
453ISHARES RUSSELL 3000 GROWTH4642876718,000$758,6400.01%
454AMERICA MOVIL SAB DE CVAMXOF43,669$755,8920.01%
455HILTON WORLDWIDE HLDGS INC COMHLT5,007$751,9330.01%
456ISHARE BIOTECH4642875566,115$747,7850.01%
457SYNCHRONY FINANCIAL COMSYF-PB24,312$742,9470.01%
458UBER TECHNOLOGIES INC COMUBER16,102$740,5250.01%
459YUM BRANDS INCYUM5,922$739,8820.01%
460SERVICENOW INC COMNOW1,319$737,2500.01%
461MONDELEZ INTL INC CL A60920710510,567$733,3440.01%
462ISHARES TR MSCI ACWI INDX4642882577,931$732,5780.01%
463GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF25,478$730,1880.01%
464PALANTIR TECHNOLOGIES INC CL APLTR45,132$722,1120.01%
465LENNAR CORP CL ALEN-B6,394$717,5950.01%
466WEYERHAEUSER CO COMWY23,346$715,5420.01%
467INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ14,200$710,5680.01%
468EDWARDS LIFESCIENCES CORP COMEW10,051$696,3270.01%
469INVESCO EXCHNG TRADED FD TR TAXABLE MUN BDIVZ27,408$693,1300.01%
470FISERV INC COMFISV6,089$687,8070.01%
471ENTERPRISE PRODS PARTNERS L COM29379210724,936$682,2480.01%
472BANK NEW YORK MELLON CORP COM06405810015,968$681,0350.01%
473SELECT SECTOR SPDR TR RL EST SEL SEC81369Y86019,848$676,0210.01%
474VANGUARD INDEX FDS EXTEND MKT ETF9229086524,703$674,0700.01%
475BHP BILLITON LTD SPONSORED ADRBHPLF11,831$672,9400.01%
476INVESCO QQQ TR UNIT SER 1IVZ1,871$670,3040.01%
477TEXAS PACIFIC LAND CORPORATICOMTPL367$669,2450.01%
478EOG RES INC COMEOG5,201$659,2760.01%
479DAVITA HEALTHCARE PARTNERSDVA6,964$658,3060.01%
480KRAFT HEINZ CO COMKHC19,371$651,4390.01%
481AMERICAN EXPRESS CO COMAXP4,364$651,0580.01%
482ARCHER DANIELS MIDLAND CO COMADM8,574$646,6470.01%
483DUPONT DE NEMOURS INC COMDD8,557$638,2470.01%
484COMCAST CORPCCZ14,367$637,0280.01%
485PIONEER NAT RES CO COM7237871072,747$630,5550.01%
486SYSCO CORP COMSYY9,508$627,9050.01%
487ISHARES MSCI EAFE INDEX FUND4642874659,110$627,8610.01%
488BROOKFIELD ASSET MANAGEMENT-A11300410518,780$626,1200.01%
489MONOLITHIC PWR SYS INC COM6098391051,355$626,0100.01%
490SPDR SERIES TRUST S&P BIOTECH78464A8708,554$624,6080.01%
491FERRARI N V COMRACE2,108$622,9730.01%
492NEW MTN FIN CORP COM64755110048,095$622,8290.01%
493SPROTT PHYSICAL GOLD TRUST UNITSII43,408$621,6000.01%
494PARKER HANNIFIN CORP COMPH1,594$620,8760.01%
495WELLTOWER INC COMWELL7,572$620,2940.01%
496GOLDMAN SACHS GROUP INC COMGSCE1,916$619,9570.01%
497LOWE'S COS5486611072,982$619,7770.01%
498APOLLO GLOBAL MGMT INC COM03769M1066,892$618,6240.01%
499SUN COMMUNITIES INC8666741045,219$617,6130.01%
500DOUBLELINE INCOME SOLUTIONS COMDSL52,656$617,1130.01%