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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

Forum Financial Management, LP

Quarter ended Q1 2024 · Filed May 9, 2024 · Accession 0001911832-24-000003

Total Value
$5.85B
Positions
809
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V70836,805,544$1.18B20.36%
2ISHARES TR4642886536,678,647$701.5M12.15%
3DIMENSIONAL ETF TRUST25434V6098,508,540$463.1M8.02%
4DIMENSIONAL ETF TRUST25434V79914,788,897$395.6M6.85%
5DIMENSIONAL ETF TRUST25434V73214,790,545$377.0M6.53%
6DIMENSIONAL ETF TRUST25434V65813,114,484$334.8M5.80%
7DIMENSIONAL ETF TRUST25434V5834,746,048$253.3M4.39%
8DIMENSIONAL ETF TRUST25434V8316,449,592$203.9M3.53%
9DIMENSIONAL ETF TRUST25434V7816,122,944$166.5M2.88%
10DIMENSIONAL ETF TRUST25434V7655,695,005$153.4M2.66%
11AMGEN INCAMGN350,066$99.5M1.72%
12DIMENSIONAL ETF TRUST25434V4011,253,855$71.4M1.24%
13APPLE INCAAPL302,575$51.9M0.90%
14DIMENSIONAL ETF TRUST25434V7241,239,135$50.7M0.88%
15DIMENSIONAL ETF TRUST25434V7081,491,559$47.7M0.83%
16ISHARES TR464288414434,282$46.7M0.81%
17DIMENSIONAL ETF TRUST25434V8801,527,055$38.8M0.67%
18OLD SECOND BANCORP INC ILLOSBC2,726,075$37.7M0.65%
19DIMENSIONAL ETF TRUST25434V7081,149,960$36.7M0.64%
20ISHARES TR464288653235,306$24.7M0.43%
21DIMENSIONAL ETF TRUST25434V609397,989$21.7M0.38%
22META PLATFORMS INCMETA41,323$20.1M0.35%
23DIMENSIONAL ETF TRUST25434V773799,532$20.0M0.35%
24ISHARES TR464288653189,555$19.9M0.34%
25MICROSOFT CORPMSFT46,625$19.6M0.34%
26VANECK ETF TRUST92189H409365,253$19.1M0.33%
27DIMENSIONAL ETF TRUST25434V799706,902$18.9M0.33%
28AMAZON COM INCAMZN98,937$17.8M0.31%
29CME GROUP INCCME79,981$17.2M0.30%
30JPMORGAN CHASE & COVYLD82,441$16.5M0.29%
31SCHWAB STRATEGIC TR808524805418,786$16.3M0.28%
32NVIDIA CORPORATIONNVDA15,955$14.4M0.25%
33DIMENSIONAL ETF TRUST25434V658541,025$13.8M0.24%
34DIMENSIONAL ETF TRUST25434V732524,645$13.4M0.23%
35EA SERIES TRUST02072L532625,027$13.3M0.23%
36DIMENSIONAL ETF TRUST25434V716376,561$13.0M0.22%
37DIMENSIONAL ETF TRUST25434V732507,386$12.9M0.22%
38SPDR SER TR78464A508254,160$12.7M0.22%
39DIMENSIONAL ETF TRUST25434V799474,561$12.7M0.22%
40ALPHABET INCGOOG76,622$11.7M0.20%
41ABBVIE INCABBV62,855$11.4M0.20%
42ALPHABET INCGOOG72,854$11.0M0.19%
43DIMENSIONAL ETF TRUST25434V658429,431$11.0M0.19%
44PALANTIR TECHNOLOGIES INCPLTR466,746$10.7M0.19%
45DIMENSIONAL ETF TRUST25434V831338,699$10.7M0.19%
46DIMENSIONAL ETF TRUST25434V682331,038$10.7M0.18%
47DIMENSIONAL ETF TRUST25434V583187,918$10.0M0.17%
48DIMENSIONAL ETF TRUST25434V609179,624$9.8M0.17%
49DIMENSIONAL ETF TRUST25434V831290,403$9.2M0.16%
50DIMENSIONAL ETF TRUST25434V872212,612$8.9M0.15%
51ISHARES TR464288638172,084$8.9M0.15%
52DIMENSIONAL ETF TRUST25434V690261,860$8.8M0.15%
53DIMENSIONAL ETF TRUST25434V823388,332$8.7M0.15%
54SPDR SER TR78464A383359,515$7.8M0.14%
55DIMENSIONAL ETF TRUST25434V807202,987$7.5M0.13%
56DIMENSIONAL ETF TRUST25434V781263,834$7.2M0.12%
57EXXON MOBIL CORPXOM60,350$7.0M0.12%
58ABBOTT LABSABLZF61,313$7.0M0.12%
59DIMENSIONAL ETF TRUST25434V872162,357$6.8M0.12%
60VANGUARD INTL EQUITY INDEX F922042858163,032$6.8M0.12%
61DIMENSIONAL ETF TRUST25434V724162,401$6.6M0.12%
62DIMENSIONAL ETF TRUST25434V765245,145$6.6M0.11%
63SPDR S&P 500 ETF TRSPY12,216$6.4M0.11%
64DIMENSIONAL ETF TRUST25434V807168,317$6.2M0.11%
65DIMENSIONAL ETF TRUST25434V401101,583$5.8M0.10%
66ISHARES TR46428780451,812$5.7M0.10%
67DIMENSIONAL ETF TRUST25434V50088,571$5.5M0.10%
68AMERICAN CENTY ETF TR02507288559,555$5.3M0.09%
69DEERE & CODE12,705$5.2M0.09%
70CHEVRON CORP NEWCVX31,776$5.0M0.09%
71ADVANCED MICRO DEVICES INCAMD25,745$4.6M0.08%
72VANGUARD INDEX FDS92290876917,448$4.5M0.08%
73AMERICAN CENTY ETF TR02507269596,388$4.5M0.08%
74SPDR SER TR78464A664160,436$4.5M0.08%
75TOYOTA MOTOR CORPTOYOF17,317$4.4M0.08%
76ELI LILLY & COLLY5,513$4.3M0.07%
77TOTALENERGIES SETTE60,482$4.2M0.07%
78BROADCOM INCAVGO3,046$4.0M0.07%
79WALMART INCWMT66,540$4.0M0.07%
80SYSCO CORPSYY48,080$3.9M0.07%
81DIMENSIONAL ETF TRUST25434V765140,672$3.8M0.07%
82TESLA INCTSLA21,482$3.8M0.07%
83SCHWAB STRATEGIC TR808524847185,661$3.8M0.07%
84VANGUARD SCOTTSDALE FDS92206C84763,227$3.7M0.06%
85MERCK & CO INCMRK28,197$3.7M0.06%
86JOHNSON & JOHNSONJNJ23,390$3.7M0.06%
87ISHARES TR46434V38161,997$3.7M0.06%
88DIMENSIONAL ETF TRUST25434V781132,544$3.6M0.06%
89DIMENSIONAL ETF TRUST25434V85686,976$3.6M0.06%
90BANK AMERICA CORP06050510493,810$3.6M0.06%
91SPDR SER TR78468R64873,966$3.6M0.06%
92ISHARES TR46428867932,007$3.5M0.06%
93VISA INCV12,406$3.5M0.06%
94MITSUBISHI UFJ FINL GROUP IN606822104338,439$3.5M0.06%
95ISHARES TR46428761410,264$3.5M0.06%
96VANECK MERK GOLD TROUNZ160,123$3.4M0.06%
97UNITEDHEALTH GROUP INCUNH6,892$3.4M0.06%
98COSTCO WHSL CORP NEW22160K1054,626$3.4M0.06%
99PROCTER AND GAMBLE CO74271810920,614$3.3M0.06%
100ISHARES TR4642872005,990$3.1M0.05%
101SAP SESAPGF15,192$3.0M0.05%
102DIMENSIONAL ETF TRUST25434V50047,220$2.9M0.05%
103DIMENSIONAL ETF TRUST25434V80779,888$2.9M0.05%
104NOVO-NORDISK A SNONOF22,824$2.9M0.05%
105WELLS FARGO CO NEW94974610149,938$2.9M0.05%
106DISNEY WALT CO25468710623,449$2.9M0.05%
107VANGUARD INDEX FDS92290861114,824$2.8M0.05%
108INTEL CORPINTC64,285$2.8M0.05%
109HOME DEPOT INCHD7,297$2.8M0.05%
110DIMENSIONAL ETF TRUST25434V58351,337$2.7M0.05%
111CANADIAN NAT RES LTD13638510134,925$2.7M0.05%
112SPDR SER TR78464A67293,803$2.6M0.05%
113MCDONALDS CORPMCD9,322$2.6M0.05%
114ISHARES TR46435G67252,619$2.6M0.05%
115CONOCOPHILLIPSCOP20,363$2.6M0.04%
116EA SERIES TRUST02072L532121,548$2.6M0.04%
117COMCAST CORP NEWCCZ58,506$2.5M0.04%
118ELI LILLY & COLLY3,201$2.5M0.04%
119SALESFORCE INCCRM8,221$2.5M0.04%
120NEWMONT CORPNEMCL65,239$2.3M0.04%
121HOME DEPOT INCHD6,072$2.3M0.04%
122NOVARTIS AGNVSEF23,822$2.3M0.04%
123SUMITOMO MITSUI FINL GROUP I86562M209193,123$2.3M0.04%
124CATERPILLAR INCCAT6,190$2.3M0.04%
125VANGUARD INDEX FDS9229086379,294$2.2M0.04%
126GENERAL ELECTRIC CO36960430112,375$2.2M0.04%
127WHITE MTNS INS GROUP LTDG9618E1071,198$2.1M0.04%
128NETFLIX INCNFLX3,460$2.1M0.04%
129ASML HOLDING N VASMLF2,156$2.1M0.04%
130OVINTIV INCOVV39,659$2.1M0.04%
131RBB FD INC74933W45241,100$2.1M0.04%
132VANGUARD INDEX FDS9229083634,263$2.0M0.04%
133LOCKHEED MARTIN CORPLMT4,485$2.0M0.04%
134CENTERPOINT ENERGY INCCNP70,000$2.0M0.03%
135QUALCOMM INCQCOM11,660$2.0M0.03%
136ISHARES TR46428815818,830$2.0M0.03%
137ISHARES TR4642876226,836$2.0M0.03%
138SUPER MICRO COMPUTER INCSMCI1,943$2.0M0.03%
139AMERICAN CENTY ETF TR02507235646,022$1.9M0.03%
140CISCO SYS INCCSCO37,895$1.9M0.03%
141ADOBE INCADBE3,712$1.9M0.03%
142ENERGY TRANSFER L PET-PI119,075$1.9M0.03%
143PURECYCLE TECHNOLOGIES INCPCTTW300,000$1.9M0.03%
144ISHARES TR46428759810,346$1.9M0.03%
145COCA COLA COKO30,090$1.8M0.03%
146ISHARES TR46428730921,684$1.8M0.03%
147SHELL PLCRYDAF27,179$1.8M0.03%
148SANOFISNYNF37,429$1.8M0.03%
149AT&T INCT-PC102,832$1.8M0.03%
150MASTERCARD INCORPORATEDMA3,718$1.8M0.03%
151PEPSICO INCPEP10,172$1.8M0.03%
152MORGAN STANLEYMS-PQ18,896$1.8M0.03%
153MARATHON PETE CORPMARA8,670$1.7M0.03%
154UBS GROUP AGUBS56,356$1.7M0.03%
155MICRON TECHNOLOGY INCMU14,683$1.7M0.03%
156UNION PAC CORPUNP7,037$1.7M0.03%
157ORACLE CORPORCL-PD13,664$1.7M0.03%
158VERIZON COMMUNICATIONS INCVZ40,789$1.7M0.03%
159VANGUARD INDEX FDS9229087364,956$1.7M0.03%
160SONY GROUP CORPSNEJF19,663$1.7M0.03%
161BHP GROUP LTDBHPLF29,186$1.7M0.03%
162ACCENTURE PLC IRELANDACN4,817$1.7M0.03%
163LINDE PLCLIN3,589$1.7M0.03%
164ALLSTATE CORPALL-PJ9,589$1.7M0.03%
165ROYAL BK CDA78008710216,313$1.6M0.03%
166AMERICAN CENTY ETF TR02507270325,700$1.6M0.03%
167HONDA MOTOR LTDHNDAF43,870$1.6M0.03%
168INVESCO QQQ TRIVZ3,646$1.6M0.03%
169CITIGROUP INCC-PR25,599$1.6M0.03%
170GOLDMAN SACHS GROUP INCGSCE3,838$1.6M0.03%
171SKYWORKS SOLUTIONS INCSWKS14,789$1.6M0.03%
172PFIZER INCPFE57,342$1.6M0.03%
173VANGUARD TAX-MANAGED FDS92194385831,707$1.6M0.03%
174ISHARES TR4642874088,510$1.6M0.03%
175AMERICAN EXPRESS COAXP6,952$1.6M0.03%
176DIMENSIONAL ETF TRUST25434V84932,514$1.6M0.03%
177INTERNATIONAL BUSINESS MACHSINTR8,020$1.5M0.03%
178THE CIGNA GROUP1255231004,111$1.5M0.03%
179DEUTSCHE BANK A GD1819089894,166$1.5M0.03%
180DANAHER CORPORATION2358511025,841$1.5M0.03%
181APPLIED MATLS INC0382221057,046$1.5M0.03%
182ELEVANCE HEALTH INCELV2,786$1.4M0.03%
183SPDR S&P 500 ETF TRSPY2,723$1.4M0.02%
184EATON CORP PLCETN4,452$1.4M0.02%
185CVS HEALTH CORPCVS17,204$1.4M0.02%
186ISHARES TR4642876143,961$1.3M0.02%
187DIMENSIONAL ETF TRUST25434V10436,434$1.3M0.02%
188BANK NEW YORK MELLON CORP06405810022,654$1.3M0.02%
189NORFOLK SOUTHN CORP6558441085,115$1.3M0.02%
190RTX CORPORATIONRTX13,359$1.3M0.02%
191SELECT SECTOR SPDR TR81369Y8036,247$1.3M0.02%
192ISHARES TR4642876143,852$1.3M0.02%
193PHILLIPS 66PSX7,897$1.3M0.02%
194ISHARES TR4642872002,447$1.3M0.02%
195THERMO FISHER SCIENTIFIC INCTMO2,193$1.3M0.02%
196SCHWAB CHARLES CORPSCHW-PJ17,191$1.2M0.02%
197CANADIAN NATL RY CO1363751029,381$1.2M0.02%
198BOEING COBA-PA6,257$1.2M0.02%
199MEDTRONIC PLCMDT13,838$1.2M0.02%
200SPDR SER TR78464A7639,038$1.2M0.02%
201CHUBB LIMITEDCB4,558$1.2M0.02%
202ZOETIS INCZTS6,942$1.2M0.02%
203AMERICAN CENTY ETF TR02507260420,203$1.2M0.02%
204LOWES COS INC5486611074,538$1.2M0.02%
205WINTRUST FINL CORP97650W10810,896$1.1M0.02%
206PROGRESSIVE CORP7433151035,398$1.1M0.02%
207DIMENSIONAL ETF TRUST25434V20336,457$1.1M0.02%
208MIZUHO FINANCIAL GROUP INCMZHOF273,134$1.1M0.02%
209ISHARES TR46428827317,129$1.1M0.02%
210PRUDENTIAL FINL INCPUKPF9,192$1.1M0.02%
211BLACKSTONE INCBX8,183$1.1M0.02%
212S&P GLOBAL INCSPGI2,495$1.1M0.02%
213HSBC HLDGS PLCHBCYF26,801$1.1M0.02%
214GILEAD SCIENCES INCGILD14,375$1.1M0.02%
215ISHARES GOLD TRIAU25,035$1.1M0.02%
216BLACKROCK INCBLK1,259$1.0M0.02%
217MARRIOTT INTL INC NEW5719032024,156$1.0M0.02%
218ONEOK INC NEWOKE12,988$1.0M0.02%
219SCHLUMBERGER LTDSLB18,931$1.0M0.02%
220EOG RES INCEOG7,993$1.0M0.02%
221TRAVELERS COMPANIES INCTRV4,397$1.0M0.02%
222BUILDERS FIRSTSOURCE INCBLDR4,851$1.0M0.02%
223METLIFE INCMET-PF13,588$1.0M0.02%
224BANCO SANTANDER S.A.BCDRF204,695$990,7240.02%
225VALERO ENERGY CORPVLO5,782$986,9300.02%
226D R HORTON INC23331A1095,833$959,8210.02%
227AMERICAN INTL GROUP INC02687478412,045$941,5370.02%
228VANGUARD INTL EQUITY INDEX F92204277515,766$924,6880.02%
229T-MOBILE US INCTMUSZ5,624$917,9500.02%
230CONSTELLATION BRANDS INCSTZ3,366$914,7480.02%
231MCKESSON CORPMCK1,680$901,9080.02%
232VANGUARD TAX-MANAGED FDS92194385817,966$901,3550.02%
233OCCIDENTAL PETE CORP67459910513,797$896,6840.02%
234ANALOG DEVICES INCADI4,489$887,8880.02%
235BP PLCBPPFF23,144$872,0800.02%
236VANGUARD INDEX FDS92290855310,069$870,7900.02%
237MONDELEZ INTL INC60920710512,380$866,5690.02%
238QUANTA SVCS INC74762E1023,283$852,9240.01%
239ARCH CAP GROUP LTDG0450A1059,218$852,1120.01%
240PNC FINL SVCS GROUP INC6934751055,267$851,1640.01%
241KKR & CO INCKKRT8,450$849,9010.01%
242DIODES INCDIOD12,031$848,1860.01%
243VANGUARD INDEX FDS9229083631,755$843,5430.01%
244VANGUARD INDEX FDS9229087445,174$842,7180.01%
245DEVON ENERGY CORP NEW25179M10316,594$832,6560.01%
246FISERV INCFISV5,155$823,8730.01%
247PARKER-HANNIFIN CORPPH1,479$822,0140.01%
248HONEYWELL INTL INC4385161063,985$818,0010.01%
249NUCOR CORPNUE4,093$810,0050.01%
250TJX COS INC NEW8725401097,921$803,3110.01%
251CHEMUNG FINL CORP16402410118,868$801,5130.01%
252BOSTON SCIENTIFIC CORPBSX11,698$801,1970.01%
253VISTRA CORPVST11,397$793,8020.01%
254HERSHEY COHSY4,022$782,1900.01%
255ISHARES TR4642874659,783$781,2700.01%
256REGENERON PHARMACEUTICALSREGN805$774,8050.01%
257CAPITAL ONE FINL CORP14040H1055,203$774,6060.01%
258INTUITIVE SURGICAL INCISRG1,937$773,0380.01%
259ASTRAZENECA PLCAZN11,372$770,4800.01%
260HEICO CORP NEWHEI-A4,033$770,3030.01%
261AUTOMATIC DATA PROCESSING INADP3,059$763,9970.01%
262PACCAR INCPCAR6,119$758,0830.01%
263BANCO BILBAO VIZCAYA ARGENTABBVXF63,929$756,9200.01%
264FEDEX CORPFDX2,601$753,6140.01%
265XPEL INCXPEL13,929$752,4450.01%
266EXXON MOBIL CORPXOM6,470$752,0460.01%
267OREILLY AUTOMOTIVE INC67103H107663$748,4480.01%
268VERTEX PHARMACEUTICALS INCVRTX1,787$746,9840.01%
269APPLE INCAAPL4,354$746,6500.01%
270MARVELL TECHNOLOGY INCMRVL10,513$745,1620.01%
271MARTIN MARIETTA MATLS INC5732841061,211$743,4820.01%
272KIMBERLY-CLARK CORPKMB5,648$730,5050.01%
273FORD MTR CO DEL34537086054,747$727,0450.01%
274INTUITINTU1,116$725,4000.01%
275LENNAR CORPLEN-B4,181$719,0490.01%
276SPDR DOW JONES INDL AVERAGE78467X1091,801$716,3680.01%
277AFLAC INCAFL8,230$706,6280.01%
278ING GROEP N.V.INGVF42,816$706,0360.01%
279TEXAS INSTRS INC8825081044,024$701,0210.01%
280HOME DEPOT INCHD1,823$699,3030.01%
281CSX CORPCSX18,835$698,2160.01%
282ALCON AGALC8,363$696,5550.01%
283WILLIAMS COS INC96945710017,872$696,5080.01%
284AIRBNB INCABNB4,172$688,2140.01%
285TORONTO DOMINION BK ONTTORO11,378$687,0040.01%
286CENTENE CORP DELCNC8,625$676,8900.01%
287STARBUCKS CORPSBUX7,367$673,3360.01%
288LUCID GROUP INCLCID234,534$668,4220.01%
289EXPEDITORS INTL WASH INC3021301095,480$666,2040.01%
290VANGUARD TAX-MANAGED FDS92194385813,236$664,0510.01%
291DECKERS OUTDOOR CORPDECK700$658,8820.01%
292FREEPORT-MCMORAN INCFCX13,959$656,3600.01%
293TRANE TECHNOLOGIES PLCTT2,174$652,6350.01%
294APPLE INCAAPL3,794$650,6470.01%
295ARISTA NETWORKS INCANET2,239$649,2660.01%
296PHILIP MORRIS INTL INC7181721097,080$648,6430.01%
297BIOGEN INCBIIB3,006$648,1840.01%
298L3HARRIS TECHNOLOGIES INCLHX3,040$647,8440.01%
299SHERWIN WILLIAMS COSHW1,864$647,4240.01%
300DISCOVER FINL SVCS2547091084,898$642,0790.01%
301RAYMOND JAMES FINL INC7547301094,974$638,7620.01%
302INTERCONTINENTAL EXCHANGE IN45866F1044,626$635,6970.01%
303AMERIPRISE FINL INC03076C1061,446$634,1220.01%
304PIONEER NAT RES CO7237871072,396$629,0140.01%
305CRH PLCCRH7,108$613,1370.01%
306ISHARES TR4642876552,913$612,5750.01%
307FERRARI N VRACE1,405$612,4960.01%
308STRYKER CORPORATIONSYK1,683$602,3520.01%
309INVESCO EXCHANGE TRADED FD TIVZ3,547$600,7430.01%
310DIAMONDBACK ENERGY INCFANG3,005$595,5010.01%
311PRINCIPAL FINANCIAL GROUP INPFG6,879$593,7270.01%
312NORTHROP GRUMMAN CORPNOC1,239$593,0720.01%
313ENI S P A26874R10818,600$589,9920.01%
314VANGUARD INDEX FDS9229086523,356$588,2070.01%
315GALLAGHER ARTHUR J & CO3635761092,338$584,5940.01%
316FLEX LTDFLEX20,400$583,6440.01%
317JOHNSON CTLS INTL PLCG515021058,891$580,7610.01%
318YUM BRANDS INCYUM4,182$579,8340.01%
319CORNING INCGLW17,575$579,2780.01%
320APOLLO GLOBAL MGMT INC03769M1065,139$577,8810.01%
321WABTEC9297401083,964$577,5510.01%
322MICROSOFT CORPMSFT1,365$574,2050.01%
323CORTEVA INCCTVA9,940$573,2500.01%
324GENERAL DYNAMICS CORPGD2,025$572,0570.01%
325STEPAN COSCL6,348$571,5740.01%
326EQUINOR ASASTOHF20,956$566,4410.01%
327EMCOR GROUP INCEME1,614$565,2230.01%
328ENTERPRISE PRODS PARTNERS L29379210719,370$565,2180.01%
329HOWMET AEROSPACE INCHWM8,254$564,8210.01%
330SPDR SER TR78464A6075,979$563,5210.01%
331EMERSON ELEC COEMR4,966$563,2440.01%
332HARTFORD FINL SVCS GROUP INCHIG-PG5,456$562,2410.01%
333VANGUARD SCOTTSDALE FDS92206C5992,411$561,5900.01%
334BLOCK INCBSQKZ6,616$559,5820.01%
335BROOKFIELD RENEWABLE CORPBEPC22,629$555,9950.01%
336TARGA RES CORPTRGP4,953$554,6870.01%
337DUPONT DE NEMOURS INCDD7,235$554,6780.01%
338ILLINOIS TOOL WKS INC4523081092,067$554,6390.01%
339VANECK ETF TRUST92189H40910,280$537,2330.01%
340HALLIBURTON COHAL13,622$536,9800.01%
341BANK MONTREAL QUE0636711015,477$534,9940.01%
342ISHARES TR4642875982,982$534,1070.01%
343BANK NOVA SCOTIA HALIFAX06414910710,303$533,4900.01%
344FIFTH THIRD BANCORPFITBM14,322$532,9230.01%
345BERKLEY W R CORPWRB-PH6,006$531,1710.01%
346MARSH & MCLENNAN COS INC5717481022,574$530,1930.01%
347SYNOPSYS INCSNPS923$527,4950.01%
348VANGUARD SPECIALIZED FUNDS9219088442,886$527,0740.01%
349FIRST SOLAR INCFSLR3,116$525,9810.01%
350FIRST CTZNS BANCSHARES INC N31946M103320$523,2000.01%
351BRISTOL-MYERS SQUIBB COCELG-RI9,645$523,0400.01%
352UNITED RENTALS INCURI725$522,8050.01%
353RELIANCE INCRS1,564$522,5170.01%
354CINTAS CORPCTAS759$521,4560.01%
355KINDER MORGAN INC DELEP-PC28,380$520,4910.01%
356DICKS SPORTING GOODS INC2533931022,290$514,9220.01%
357FORTINET INCFTNT7,525$514,0330.01%
358GE HEALTHCARE TECHNOLOGIES IGEHC5,652$513,8200.01%
359WASTE MGMT INC DEL94106L1092,408$513,2660.01%
360ON SEMICONDUCTOR CORPON6,976$513,0850.01%
361ISHARES TR4642874996,096$512,6130.01%
362NIKE INCNKE5,429$510,2130.01%
363MARATHON OIL CORPMARA17,982$509,6160.01%
364TARGET CORPTGT2,866$507,9430.01%
365KLA CORPKLAC725$506,4640.01%
366COINBASE GLOBAL INCCOIN1,901$503,9940.01%
367HILLTOP HOLDINGS INCHTH16,056$502,8740.01%
368PULTE GROUP INC7458671014,159$501,6590.01%
369TEXTRON INCTXT5,204$499,2200.01%
370TEXAS INSTRS INC8825081042,848$496,1510.01%
371ROYAL CARIBBEAN GROUPV7780T1033,563$495,2910.01%
372VANGUARD INDEX FDS9229087512,141$489,4120.01%
373KROGER COKR8,564$489,2620.01%
374ORANGEORANY41,551$489,0560.01%
375KINDER MORGAN INC DELEP-PC26,663$488,9940.01%
376ISHARES TR4642884144,527$487,1060.01%
377DIMENSIONAL ETF TRUST25434V88019,138$486,8710.01%
378MERCADOLIBRE INCMELI322$486,8520.01%
379SNAP ON INCSNA1,626$481,6540.01%
380INGERSOLL RAND INCIR5,055$479,9730.01%
381GLOBAL PMTS INC37940X1023,590$479,8400.01%
382CINCINNATI FINL CORP1720621013,855$478,6760.01%
383LOEWS CORPL6,103$477,8040.01%
384UBER TECHNOLOGIES INCUBER6,195$476,9540.01%
385MEDPACE HLDGS INCMEDP1,180$476,8970.01%
386GENERAL MTRS CO37045V10010,495$475,9710.01%
387ALTRIA GROUP INCMO10,894$475,1820.01%
388ISHARES TR4642876891,578$473,3970.01%
389US BANCORP DELUSB-PS10,575$472,7120.01%
390ARCHER DANIELS MIDLAND COADM7,482$469,9190.01%
391TAKEDA PHARMACEUTICAL CO LTDTKPHF33,813$469,6630.01%
392SANDRIDGE ENERGY INCSD32,188$468,9800.01%
393MOTOROLA SOLUTIONS INCMSI1,320$468,7470.01%
394SOUTHERN COSOMN6,451$462,7940.01%
395TE CONNECTIVITY LTDTEL3,184$462,4450.01%
396STMICROELECTRONICS N VSTMEF10,672$461,4580.01%
397DIMENSIONAL ETF TRUST25434V82320,556$459,8380.01%
398BRITISH AMERN TOB PLC11044810715,071$459,6660.01%
399AON PLCAON1,376$459,1990.01%
400AIR PRODS & CHEMS INCAIIR1,888$457,4060.01%
401ROPER TECHNOLOGIES INCROP815$457,0850.01%
402VANGUARD BD INDEX FDS9219378356,239$453,1470.01%
403HESS CORPHESM2,968$453,0360.01%
404AECOMACM4,610$452,1490.01%
405PALO ALTO NETWORKS INCPANW1,590$451,7670.01%
406STEEL DYNAMICS INCSTLD3,042$450,8500.01%
407DILLARDS INC254067101951$448,5300.01%
408DOW INCDOW7,725$447,5110.01%
409BARCLAYS PLCBCLYF47,325$447,2220.01%
410JABIL INCJBL3,335$446,7240.01%
411GRAYSCALE BITCOIN TR BTCGBTC7,045$445,0330.01%
412BECTON DICKINSON & COBDX1,797$444,7480.01%
413CHENIERE ENERGY INCLNG2,756$444,5090.01%
414DOORDASH INCDASH3,220$443,4590.01%
415COTERRA ENERGY INCCTRA15,831$441,3690.01%
416CROWDSTRIKE HLDGS INCCRWD1,375$440,8120.01%
417NOMURA HLDGS INCNRSCF68,651$440,7400.01%
418VANGUARD INDEX FDS9229087691,696$440,7320.01%
419GARTNER INCIT922$439,4900.01%
420TOLL BROTHERS INCTOL3,353$433,7780.01%
421CADENCE DESIGN SYSTEM INCCDNS1,384$430,8120.01%
422KRAFT HEINZ COKHC11,668$430,5380.01%
423GENERAL MLS INC3703341046,085$425,7960.01%
424AUTOZONE INCAZO135$425,4730.01%
425UNITED PARCEL SERVICE INCUPS2,862$425,3740.01%
426AMETEK INCAME2,325$425,2430.01%
427ISHARES TR4642876302,663$422,9030.01%
428HUNTINGTON BANCSHARES INCHBANP30,313$422,8670.01%
429OWENS CORNING NEWOC2,534$422,6720.01%
430VANGUARD INDEX FDS9229086291,690$422,3560.01%
431DELTA AIR LINES INC DELDAL8,822$422,2940.01%
432CHIPOTLE MEXICAN GRILL INCCMG145$421,4820.01%
433ALIBABA GROUP HLDG LTDBBAAY5,823$421,3530.01%
434JACOBS SOLUTIONS INCJ2,724$418,7610.01%
435LAM RESEARCH CORPLRCX429$416,8330.01%
436BAKER HUGHES COMPANYBKR12,393$415,1660.01%
437BROWN & BROWN INCBRO4,707$412,0510.01%
438STELLANTIS N.VSTLA14,552$411,8220.01%
439COGNIZANT TECHNOLOGY SOLUTIOCTSH5,609$411,0840.01%
440SELECT SECTOR SPDR TR81369Y2092,772$409,5610.01%
441CONSTELLATION ENERGY CORPCEG2,210$408,5190.01%
442M & T BK CORP55261F1042,807$408,2510.01%
443NEXTERA ENERGY INCNEE-PW6,385$408,0670.01%
444HUMANA INCHUM1,168$405,1040.01%
445VIATRIS INCVTRS33,661$401,9140.01%
446EA SERIES TRUST02072L5653,773$401,6740.01%
447TRUIST FINL CORP89832Q10910,298$401,4170.01%
448PEMBINA PIPELINE CORPPPLOF11,318$399,9790.01%
449ISHARES TR4642875982,225$398,5200.01%
450AUTONATION INCAN2,403$397,8890.01%
451COLGATE PALMOLIVE COCL4,409$397,0310.01%
452BANCFIRST CORPBANFP4,499$396,0470.01%
453GRITSTONE BIO INC39868T105153,237$393,8200.01%
454WILLIAMS SONOMA INCWSM1,240$393,5890.01%
455TRANSDIGM GROUP INCTDG319$392,8810.01%
456REPUBLIC SVCS INC7607591002,046$391,6870.01%
457KEURIG DR PEPPER INCKDP12,666$388,4670.01%
458COSTAR GROUP INCCSGP4,021$388,4290.01%
459NVENT ELECTRIC PLCNVT5,147$388,0840.01%
460SERVICENOW INCNOW508$387,0830.01%
461VULCAN MATLS CO9291601091,412$385,3640.01%
462WESTERN DIGITAL CORP.WDC5,643$385,0790.01%
463WEC ENERGY GROUP INCWEC4,669$383,4190.01%
464GENUINE PARTS COGPC2,469$382,5230.01%
465KENVUE INCKVUE17,755$381,0230.01%
466VANGUARD STAR FDS9219097686,306$380,2650.01%
467ROBINHOOD MKTS INC77070010218,685$376,1300.01%
468HEWLETT PACKARD ENTERPRISE CHPE-PC21,114$374,3520.01%
469HUBBELL INCHUBB900$373,5450.01%
470CARRIER GLOBAL CORPORATIONCARR6,384$371,0860.01%
471WOODSIDE ENERGY GROUP LTDWOPEF18,544$370,3240.01%
472LKQ CORPLKQ6,930$370,1320.01%
473PENSKE AUTOMOTIVE GRP INC70959W1032,269$367,5560.01%
474GRAINGER W W INC384802104361$367,2450.01%
475HF SINCLAIR CORPDINO6,062$365,9630.01%
476GAP INCGAP13,276$365,7610.01%
477NASDAQ INCNDAQ5,783$364,9080.01%
478AMERICAN CENTY ETF TR0250728773,883$363,8760.01%
479AMPHENOL CORP NEW0320951013,149$363,2380.01%
480VANGUARD SPECIALIZED FUNDS9219088441,984$362,2500.01%
481VIAD CORP92552R4069,169$362,0890.01%
482ACUITY BRANDS INCAYI1,347$361,9800.01%
483EVEREST GROUP LTDEG909$361,3280.01%
484TAKE-TWO INTERACTIVE SOFTWARTTWO2,432$361,1280.01%
485WALMART INCWMT5,983$359,9980.01%
486SYNCHRONY FINANCIALSYF-PB8,345$359,8370.01%
487CBOE GLOBAL MKTS INC12503M1081,956$359,3760.01%
488MOLINA HEALTHCARE INCMOH874$359,0660.01%
489ONTO INNOVATION INCONTO1,976$357,8150.01%
490SCHWAB STRATEGIC TR8085241025,853$357,3330.01%
491NRG ENERGY INCNRG5,260$356,0500.01%
492FIDELITY NATIONAL FINANCIALFNF6,700$355,7700.01%
493SHELL PLCRYDAF5,279$353,9050.01%
494DOVER CORPDOV1,995$353,4950.01%
495SPDR SER TR78464A7632,692$353,2960.01%
496COCA COLA COKO5,767$352,7980.01%
497SAIA INCSAIA600$351,0000.01%
498AGILENT TECHNOLOGIES INCA2,411$350,8250.01%
499RESMED INCRSMDF1,765$349,5230.01%
500CARLISLE COS INC142339100886$347,1800.01%