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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 Q4 2024 · Filed February 13, 2025 · Accession 0001911832-25-000002

Total Value
$5.93B
Positions
964
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V70834,026,962$1.18B20.29%
2ISHARES TR4642886536,852,764$682.1M11.76%
3DIMENSIONAL ETF TRUST25434V6098,182,772$455.5M7.85%
4DIMENSIONAL ETF TRUST25434V73214,852,493$389.0M6.71%
5DIMENSIONAL ETF TRUST25434V79914,629,583$378.1M6.52%
6DIMENSIONAL ETF TRUST25434V65812,660,582$323.4M5.57%
7DIMENSIONAL ETF TRUST25434V5834,969,620$262.5M4.53%
8DIMENSIONAL ETF TRUST25434V8316,052,860$204.5M3.53%
9DIMENSIONAL ETF TRUST25434V7815,842,750$155.2M2.68%
10DIMENSIONAL ETF TRUST25434V7655,676,201$143.2M2.47%
11AMGEN INCAMGN352,784$91.9M1.59%
12APPLE INCAAPL303,816$76.1M1.31%
13DIMENSIONAL ETF TRUST25434V4011,146,741$73.1M1.26%
14DIMENSIONAL ETF TRUST25434V7081,571,087$54.3M0.94%
15DIMENSIONAL ETF TRUST25434V7241,144,389$46.8M0.81%
16DIMENSIONAL ETF TRUST25434V7081,178,870$40.8M0.70%
17PALANTIR TECHNOLOGIES INCPLTR510,376$38.6M0.67%
18MICROSOFT CORPMSFT77,883$32.8M0.57%
19DIMENSIONAL ETF TRUST25434V8801,164,072$28.9M0.50%
20DIMENSIONAL ETF TRUST25434V7731,167,811$28.7M0.49%
21ISHARES TR464288653278,533$27.7M0.48%
22VANECK ETF TRUST92189H409517,086$26.8M0.46%
23NVIDIA CORPORATIONNVDA189,998$25.5M0.44%
24AMAZON COM INCAMZN115,602$25.4M0.44%
25ISHARES TR464288653241,828$24.1M0.41%
26META PLATFORMS INCMETA39,362$23.0M0.40%
27DIMENSIONAL ETF TRUST25434V609413,992$23.0M0.40%
28DIMENSIONAL ETF TRUST25434V799815,304$21.1M0.36%
29JPMORGAN CHASE & CO.VYLD81,058$19.4M0.33%
30ISHARES TR464288414154,621$16.5M0.28%
31DIMENSIONAL ETF TRUST25434V732618,189$16.2M0.28%
32DIMENSIONAL ETF TRUST25434V658605,821$15.5M0.27%
33DIMENSIONAL ETF TRUST25434V716398,648$15.1M0.26%
34ALPHABET INCGOOG79,160$15.0M0.26%
35DIMENSIONAL ETF TRUST25434V732566,008$14.8M0.26%
36DIMENSIONAL ETF TRUST25434V799534,620$13.8M0.24%
37ALPHABET INCGOOG68,278$13.0M0.22%
38DIMENSIONAL ETF TRUST25434V682388,959$12.9M0.22%
39DIMENSIONAL ETF TRUST25434V583242,552$12.8M0.22%
40EA SERIES TRUST02072L532564,848$12.2M0.21%
41DIMENSIONAL ETF TRUST25434V658475,263$12.1M0.21%
42DIMENSIONAL ETF TRUST25434V609213,926$11.9M0.21%
43DIMENSIONAL ETF TRUST25434V831350,610$11.8M0.20%
44DIMENSIONAL ETF TRUST25434V831350,251$11.8M0.20%
45MANAGER DIRECTED PORTFOLIOS56170L6951,154,016$11.7M0.20%
46TESLA INCTSLA27,854$11.2M0.19%
47CBOE GLOBAL MKTS INC12503M10856,462$11.0M0.19%
48ABBVIE INCABBV58,788$10.4M0.18%
49DIMENSIONAL ETF TRUST25434V690301,113$9.9M0.17%
50DIMENSIONAL ETF TRUST25434V823367,771$8.6M0.15%
51EXXON MOBIL CORPXOM75,170$8.1M0.14%
52SPDR S&P 500 ETF TRSPY13,622$8.0M0.14%
53DIMENSIONAL ETF TRUST25434V781284,552$7.6M0.13%
54DIMENSIONAL ETF TRUST25434V807210,443$7.5M0.13%
55BROADCOM INCAVGO31,173$7.2M0.12%
56DIMENSIONAL ETF TRUST25434V765273,411$6.9M0.12%
57DIMENSIONAL ETF TRUST25434V807189,077$6.7M0.12%
58VANGUARD MUN BD FDS922907746132,575$6.6M0.11%
59ABBOTT LABSABLZF58,573$6.6M0.11%
60DIMENSIONAL ETF TRUST25434V500101,607$6.6M0.11%
61DIMENSIONAL ETF TRUST25434V724161,051$6.6M0.11%
62DIMENSIONAL ETF TRUST25434V40198,015$6.2M0.11%
63WALMART INCWMT65,761$5.9M0.10%
64VANGUARD INDEX FDS92290876919,525$5.7M0.10%
65VANGUARD SCOTTSDALE FDS92206C84799,197$5.5M0.09%
66CHEVRON CORP NEWCVX36,561$5.3M0.09%
67JOHNSON & JOHNSONJNJ32,409$4.7M0.08%
68BANK AMERICA CORP60505104S104,062$4.6M0.08%
69COSTCO WHSL CORP NEW22160K1054,916$4.5M0.08%
70TOTALENERGIES SETTE82,033$4.5M0.08%
71ISHARES TR46428761411,090$4.5M0.08%
72TOYOTA MOTOR CORPTOYOF22,477$4.4M0.08%
73SAP SESAPGF17,674$4.4M0.08%
74OLD SECOND BANCORP INC ILLOSBC243,837$4.3M0.07%
75UNITEDHEALTH GROUP INCUNH8,480$4.3M0.07%
76DIMENSIONAL ETF TRUST25434V765166,563$4.2M0.07%
77DIMENSIONAL ETF TRUST25434V781158,049$4.2M0.07%
78MITSUBISHI UFJ FINL GROUP IN606822104357,561$4.2M0.07%
79PROCTER AND GAMBLE CO74271810924,234$4.1M0.07%
80RBB FD INC74933W45281,256$4.1M0.07%
81VANECK MERK GOLD ETFOUNZ160,123$4.1M0.07%
82ELI LILLY & COLLY5,109$3.9M0.07%
83WELLS FARGO CO NEW94974610155,896$3.9M0.07%
84SYSCO CORPSYY48,614$3.7M0.06%
85BHP GROUP LTDBHPLF75,114$3.7M0.06%
86ISHARES TR4642872006,217$3.7M0.06%
87DISNEY WALT CO25468710632,003$3.6M0.06%
88VANGUARD INDEX FDS9229083636,608$3.6M0.06%
89SALESFORCE INCCRM10,543$3.5M0.06%
90ISHARES TR46428867931,184$3.4M0.06%
91AT&T INCT-PC143,805$3.3M0.06%
92SANOFISNYNF66,827$3.2M0.06%
93SUMITOMO MITSUI FINL GROUP I86562M209222,120$3.2M0.06%
94MERCK & CO INCMRK32,205$3.2M0.06%
95VISA INCV10,047$3.2M0.05%
96MARRIOTT INTL INC NEW57190320211,139$3.1M0.05%
97DIMENSIONAL ETF TRUST25434V50047,479$3.1M0.05%
98DIMENSIONAL ETF TRUST25434V58356,706$3.0M0.05%
99VERIZON COMMUNICATIONS INCVZ74,476$3.0M0.05%
100VANGUARD INDEX FDS92290861114,920$3.0M0.05%
101VANGUARD INDEX FDS9229087366,989$2.9M0.05%
102MCDONALDS CORPMCD9,894$2.9M0.05%
103DIMENSIONAL ETF TRUST25434V80779,170$2.8M0.05%
104INVESCO QQQ TRIVZ5,335$2.7M0.05%
105GOLDMAN SACHS GROUP INCGSCE4,726$2.7M0.05%
106WHITE MTNS INS GROUP LTDG9618E1071,374$2.7M0.05%
107MORGAN STANLEYMS-PQ21,017$2.6M0.05%
108HOME DEPOT INCHD6,776$2.6M0.05%
109HOME DEPOT INCHD6,684$2.6M0.04%
110NETFLIX INCNFLX2,905$2.6M0.04%
111DIMENSIONAL ETF TRUST25434V85663,478$2.6M0.04%
112MICRON TECHNOLOGY INCMU30,539$2.6M0.04%
113PFIZER INCPFE96,645$2.6M0.04%
114COCA COLA COKO39,970$2.5M0.04%
115ENERGY TRANSFER L PET-PI126,394$2.5M0.04%
116ELI LILLY & COLLY3,201$2.5M0.04%
117SONY GROUP CORPSNEJF115,250$2.4M0.04%
118CISCO SYS INCCSCO41,168$2.4M0.04%
119ADVANCED MICRO DEVICES INCAMD19,851$2.4M0.04%
120NOVARTIS AGNVSEF24,553$2.4M0.04%
121ORACLE CORPORCL-PD14,069$2.3M0.04%
122CONOCOPHILLIPSCOP23,049$2.3M0.04%
123SHELL PLCRYDAF36,293$2.3M0.04%
124MASTERCARD INCORPORATEDMA4,304$2.3M0.04%
125COMCAST CORP NEWCCZ60,149$2.3M0.04%
126CENTERPOINT ENERGY INCCNP70,000$2.2M0.04%
127ISHARES TR46428730921,818$2.2M0.04%
128TELEFONAKTIEBOLAGET LM ERICS294821608274,585$2.2M0.04%
129RTX CORPORATIONRTX19,020$2.2M0.04%
130GILEAD SCIENCES INCGILD23,525$2.2M0.04%
131EA SERIES TRUST02072L532100,301$2.2M0.04%
132ISHARES TR4642876226,719$2.2M0.04%
133CANADIAN NAT RES LTD13638510169,972$2.2M0.04%
134HSBC HLDGS PLCHBCYF43,317$2.1M0.04%
135CITIGROUP INCC-PR30,338$2.1M0.04%
136CATERPILLAR INCCAT5,848$2.1M0.04%
137ROYAL BK CDA78008710217,589$2.1M0.04%
138SELECT SECTOR SPDR TR81369Y8039,047$2.1M0.04%
139NEWMONT CORPNEMCL55,941$2.1M0.04%
140UBS GROUP AGUBS68,105$2.1M0.04%
141GE AEROSPACE36960430112,367$2.1M0.04%
142NOVO-NORDISK A SNONOF23,897$2.1M0.04%
143UNION PAC CORPUNP8,807$2.0M0.03%
144AMERICAN CENTY ETF TR25072802S30,815$2.0M0.03%
145ALLSTATE CORPALL-PJ10,202$2.0M0.03%
146AMERICAN EXPRESS COAXP6,622$2.0M0.03%
147ASML HOLDING N VASMLF2,789$1.9M0.03%
148ISHARES TR46428815818,025$1.9M0.03%
149ADOBE INCADBE4,252$1.9M0.03%
150DANAHER CORPORATION2358511028,202$1.9M0.03%
151CHUBB LIMITEDCB6,788$1.9M0.03%
152BANK NEW YORK MELLON CORP64058100S24,091$1.9M0.03%
153ISHARES TR4642875989,938$1.8M0.03%
154AMERICAN CENTY ETF TR25072349S27,457$1.8M0.03%
155AMERICAN CENTY ETF TR25072877S18,749$1.8M0.03%
156DIMENSIONAL ETF TRUST25434V87243,580$1.8M0.03%
157DIMENSIONAL ETF TRUST25434V86438,093$1.8M0.03%
158MIZUHO FINANCIAL GROUP INCMZHOF364,094$1.8M0.03%
159VANGUARD TAX-MANAGED FDS92194385837,159$1.8M0.03%
160LINDE PLCLIN4,158$1.7M0.03%
161CME GROUP INCCME7,477$1.7M0.03%
162VANGUARD INDEX FDS9229086376,291$1.7M0.03%
163DEERE & CODE3,997$1.7M0.03%
164THERMO FISHER SCIENTIFIC INCTMO3,192$1.7M0.03%
165STARBUCKS CORPSBUX18,139$1.7M0.03%
166LOCKHEED MARTIN CORPLMT3,405$1.7M0.03%
167INTEL CORPINTC81,899$1.6M0.03%
168ACCENTURE PLC IRELANDACN4,646$1.6M0.03%
169ISHARES TR4642874088,488$1.6M0.03%
170INTERNATIONAL BUSINESS MACHSINTR7,354$1.6M0.03%
171AMERICAN CENTY ETF TR25072356S38,411$1.6M0.03%
172DEUTSCHE BANK A GD1819089894,166$1.6M0.03%
173VISTRA CORPVST11,554$1.6M0.03%
174BLACKROCK INCBLK1,551$1.6M0.03%
175AIR PRODS & CHEMS INCAIIR5,423$1.6M0.03%
176PEPSICO INCPEP10,288$1.6M0.03%
177HONDA MOTOR LTDHNDAF54,016$1.5M0.03%
178SPDR S&P 500 ETF TRSPY2,622$1.5M0.03%
179DIMENSIONAL ETF TRUST25434V81549,290$1.5M0.03%
180GRAHAM HLDGS COGHM1,740$1.5M0.03%
181TAKEDA PHARMACEUTICAL CO LTDTKPHF114,324$1.5M0.03%
182S&P GLOBAL INCSPGI2,984$1.5M0.03%
183SKYWORKS SOLUTIONS INCSWKS16,607$1.5M0.03%
184DIMENSIONAL ETF TRUST25434V10436,299$1.5M0.03%
185SCHWAB CHARLES CORPSCHW-PJ19,636$1.5M0.03%
186ISHARES TR4642876143,614$1.5M0.03%
187ISHARES TR4642876143,564$1.4M0.02%
188EATON CORP PLCETN4,095$1.4M0.02%
189ISHARES TR4642872002,298$1.4M0.02%
190OVINTIV INCOVV32,367$1.3M0.02%
191THE CIGNA GROUP1255231004,652$1.3M0.02%
192NORFOLK SOUTHN CORP6558441085,468$1.3M0.02%
193PROGRESSIVE CORP7433151035,318$1.3M0.02%
194KKR & CO INCKKRT8,566$1.3M0.02%
195ISHARES GOLD TRIAU25,181$1.2M0.02%
196T-MOBILE US INCTMUSZ5,641$1.2M0.02%
197PAYPAL HLDGS INCPYPL14,512$1.2M0.02%
198PNC FINL SVCS GROUP INC6934751056,365$1.2M0.02%
199APPLOVIN CORPAPP3,776$1.2M0.02%
200APPLIED MATLS INC38222105S7,481$1.2M0.02%
201QUANTA SVCS INC74762E1023,839$1.2M0.02%
202AMERICAN CENTY ETF TR25072885S12,452$1.2M0.02%
203BLACKSTONE INCBX6,967$1.2M0.02%
204HONEYWELL INTL INC4385161065,276$1.2M0.02%
205BOSTON SCIENTIFIC CORPBSX13,336$1.2M0.02%
206US BANCORP DELUSB-PS24,842$1.2M0.02%
207BANCO SANTANDER S.A.BCDRF257,032$1.2M0.02%
208MARATHON PETE CORPMARA8,329$1.2M0.02%
209VANECK ETF TRUST92189H40922,316$1.2M0.02%
210ASTRAZENECA PLCAZN17,555$1.2M0.02%
211WOODSIDE ENERGY GROUP LTDWOPEF73,556$1.1M0.02%
212SPDR SER TR78464A7638,646$1.1M0.02%
213QUALCOMM INCQCOM7,417$1.1M0.02%
214MARVELL TECHNOLOGY INCMRVL10,256$1.1M0.02%
215ALTRIA GROUP INCMO21,546$1.1M0.02%
216BOEING COBA-PA6,300$1.1M0.02%
217GE VERNOVA INCGEV3,379$1.1M0.02%
218PRUDENTIAL FINL INCPUKPF9,368$1.1M0.02%
219PHILIP MORRIS INTL INC7181721099,211$1.1M0.02%
220METLIFE INCMET-PF13,414$1.1M0.02%
221LOWES COS INC5486611074,438$1.1M0.02%
222ANALOG DEVICES INCADI5,144$1.1M0.02%
223MCKESSON CORPMCK1,906$1.1M0.02%
224APPLE INCAAPL4,333$1.1M0.02%
225FISERV INCFISV5,272$1.1M0.02%
226DIMENSIONAL ETF TRUST25434V20336,735$1.1M0.02%
227GENERAL MTRS CO37045V10020,102$1.1M0.02%
228APPLE INCAAPL4,265$1.1M0.02%
229TRAVELERS COMPANIES INCTRV4,389$1.1M0.02%
230ELEVANCE HEALTH INCELV2,860$1.1M0.02%
231DISCOVER FINL SVCS2547091086,054$1.0M0.02%
232INTUITIVE SURGICAL INCISRG1,999$1.0M0.02%
233ISHARES TR46428827317,129$1.0M0.02%
234VANGUARD INDEX FDS9229087446,107$1.0M0.02%
235PACCAR INCPCAR9,861$1.0M0.02%
236AUTOMATIC DATA PROCESSING INADP3,483$1.0M0.02%
237SELECT SECTOR SPDR TR81369Y2097,407$1.0M0.02%
238MEDTRONIC PLCMDT12,742$1.0M0.02%
239TEXAS INSTRS INC8825081045,422$1.0M0.02%
240ARISTA NETWORKS INCANET9,184$1.0M0.02%
241CAPITAL ONE FINL CORP14040H1055,652$1.0M0.02%
242KINDER MORGAN INC DELEP-PC36,711$1.0M0.02%
243TORONTO DOMINION BK ONTTORO18,711$996,1740.02%
244EOG RES INCEOG8,080$990,4470.02%
245WILLIAMS COS INC96945710017,952$971,5950.02%
246FEDEX CORPFDX3,435$966,5060.02%
247AMERICAN CENTY ETF TR25072703S15,672$961,7900.02%
248BRISTOL-MYERS SQUIBB COCELG-RI16,884$954,9360.02%
249VANGUARD INDEX FDS9229083631,772$954,8530.02%
250SPDR SER TR78464A79716,979$941,8280.02%
251CHEMUNG FINL CORP16402410118,884$921,7290.02%
252AFLAC INCAFL8,831$913,4780.02%
253INTUITINTU1,450$911,3250.02%
254AMERICAN INTL GROUP INC26874784S12,406$903,1560.02%
255VANGUARD INDEX FDS9229085539,975$888,5510.02%
256BECTON DICKINSON & COBDX3,912$887,5150.02%
257STRYKER CORPORATIONSYK2,455$884,0300.02%
258ALCON AGALC10,390$882,0080.02%
259PARKER-HANNIFIN CORPPH1,365$868,3790.01%
260TARGA RES CORPTRGP4,841$864,1190.01%
261VANGUARD TAX-MANAGED FDS92194385817,966$859,1350.01%
262SERVICENOW INCNOW806$854,5170.01%
263PHILLIPS 66PSX7,486$852,8350.01%
264APOLLO GLOBAL MGMT INC03769M1065,143$849,4180.01%
265DIMENSIONAL ETF TRUST25434V74032,308$846,7860.01%
266HEICO CORP NEWHEI-A3,554$844,9280.01%
267BANK NOVA SCOTIA HALIFAX64149107S15,483$831,7470.01%
268CORNING INCGLW17,338$823,9060.01%
269EXXON MOBIL CORPXOM7,659$823,8420.01%
270CVS HEALTH CORPCVS18,286$820,8520.01%
271TRUIST FINL CORP89832Q10918,886$819,2890.01%
272ARCH CAP GROUP LTDG0450A1058,863$818,4990.01%
273CANADIAN NATL RY CO1363751028,055$817,6620.01%
274DIAMONDBACK ENERGY INCFANG4,960$812,5970.01%
275HOWMET AEROSPACE INCHWM7,427$812,2910.01%
276L3HARRIS TECHNOLOGIES INCLHX3,851$809,8240.01%
277ISHARES TR4642876553,647$805,8540.01%
278TARGET CORPTGT5,939$802,8340.01%
279D R HORTON INC23331A1095,679$794,0380.01%
280FORTINET INCFTNT8,369$790,7300.01%
281AMERIPRISE FINL INC03076C1061,484$790,2950.01%
282ENI S P A26874R10828,823$788,5980.01%
283TRANE TECHNOLOGIES PLCTT2,131$787,0850.01%
284VALERO ENERGY CORPVLO6,361$779,7950.01%
285BRITISH AMERN TOB PLC11044810721,438$778,6380.01%
286MONDELEZ INTL INC60920710513,029$778,2220.01%
287RAYMOND JAMES FINL INC7547301095,007$777,7380.01%
288HERSHEY COHSY4,568$773,5110.01%
289DOCUSIGN INCDOCU8,600$773,4840.01%
290BANK MONTREAL QUE63671101S7,958$772,3240.01%
291NOKIA CORPNOKBF173,851$770,1600.01%
292INVESCO EXCHANGE TRADED FD TIVZ4,367$765,1690.01%
293WINTRUST FINL CORP97650W1086,129$764,3800.01%
294SHOPIFY INCSHOP7,125$757,6010.01%
295INTERCONTINENTAL EXCHANGE IN45866F1045,068$755,1230.01%
296KEURIG DR PEPPER INCKDP23,409$751,8980.01%
297WABTEC9297401083,926$744,5250.01%
298VERTEX PHARMACEUTICALS INCVRTX1,848$744,3510.01%
299ING GROEP N.V.INGVF47,283$740,9250.01%
300HOME DEPOT INCHD1,904$740,6370.01%
301KIMBERLY-CLARK CORPKMB5,648$740,0500.01%
302DIODES INCDIOD12,000$740,0400.01%
303OREILLY AUTOMOTIVE INC67103H107623$738,9910.01%
304ISHARES TR4642884146,895$734,6630.01%
305ONEOK INC NEWOKE7,297$732,6170.01%
306SCHLUMBERGER LTDSLB19,073$731,2590.01%
307KINDER MORGAN INC DELEP-PC26,663$730,5580.01%
308SCHWAB STRATEGIC TR80852480538,992$721,3530.01%
309EMCOR GROUP INCEME1,578$716,2550.01%
310LUCID GROUP INCLCID236,583$714,4810.01%
311NEXTERA ENERGY INCNEE-PW9,956$713,7300.01%
312EMERSON ELEC COEMR5,732$710,3670.01%
313JOHNSON CTLS INTL PLCG515021058,991$709,6600.01%
314AMERICAN CENTY ETF TR25072372S15,276$705,7520.01%
315NORTHROP GRUMMAN CORPNOC1,499$703,6700.01%
316FIFTH THIRD BANCORPFITBM16,611$702,3100.01%
317CORTEVA INCCTVA12,304$700,8300.01%
318VANGUARD SPECIALIZED FUNDS9219088443,576$700,2960.01%
319FLEX LTDFLEX18,206$698,9290.01%
320BLOCK INCBSQKZ8,216$698,2470.01%
321BAKER HUGHES COMPANYBKR17,017$698,0380.01%
322ROYAL CARIBBEAN GROUPV7780T1033,009$694,1430.01%
323DELTA AIR LINES INC DELDAL11,471$693,9730.01%
324SHERWIN WILLIAMS COSHW2,040$693,4580.01%
325BP PLCBPPFF23,333$689,7360.01%
326MARSH & MCLENNAN COS INC5717481023,246$689,4830.01%
327BANCO BILBAO VIZCAYA ARGENTABBVXF70,543$685,6780.01%
328ISHARES TR46432F8429,756$685,6520.01%
329FIRST CTZNS BANCSHARES INC N31946M103323$683,1820.01%
330FORD MTR CO34537086068,668$679,8120.01%
331ROBINHOOD MKTS INC77070010218,124$675,3010.01%
332VANGUARD INDEX FDS9229086523,519$668,5400.01%
333GALLAGHER ARTHUR J & CO3635761092,347$666,1960.01%
334UNILEVER PLCUNLYF11,728$664,9640.01%
335CRH PLCCRH7,182$664,4790.01%
336BUILDERS FIRSTSOURCE INCBLDR4,583$655,0490.01%
337UBER TECHNOLOGIES INCUBER10,820$652,6830.01%
338REGENERON PHARMACEUTICALSREGN916$652,4950.01%
339CSX CORPCSX20,096$648,4980.01%
340THE TRADE DESK INC88339J1055,510$647,5910.01%
341BARCLAYS PLCBCLYF48,199$640,5650.01%
342SOFI TECHNOLOGIES INCSOFI41,446$638,2690.01%
343WASTE MGMT INC DEL94106L1093,150$635,6580.01%
344VANGUARD TAX-MANAGED FDS92194385813,236$632,9460.01%
345VANGUARD SCOTTSDALE FDS92206C5992,434$632,1620.01%
346MOTOROLA SOLUTIONS INCMSI1,367$631,7340.01%
347DIMENSIONAL ETF TRUST25434V66621,024$631,3630.01%
348CABLE ONE INCCABO1,740$630,0890.01%
349PALO ALTO NETWORKS INCPANW3,456$628,8540.01%
350WALMART INCWMT6,934$626,4870.01%
351GE HEALTHCARE TECHNOLOGIES IGEHC7,953$621,7040.01%
352NOMURA HLDGS INCNRSCF106,598$617,2030.01%
353INTERNATIONAL PAPER CO46014610311,429$615,0930.01%
354DUPONT DE NEMOURS INCDD7,985$608,8320.01%
355ENTERPRISE PRODS PARTNERS L29379210719,370$607,4450.01%
356CHENIERE ENERGY INCLNG2,822$606,4340.01%
357KRAFT HEINZ COKHC19,719$605,5590.01%
358JEFFERIES FINL GROUP INC47233W1097,722$605,4050.01%
359TJX COS INC NEW8725401095,011$605,3360.01%
360ZOETIS INCZTS3,703$603,3300.01%
361DIMENSIONAL ETF TRUST25434V88024,103$599,2010.01%
362FERRARI N VRACE1,405$596,9010.01%
363BROOKFIELD RENEWABLE CORPBEPC21,365$590,9560.01%
364EQUINOR ASASTOHF24,925$590,4820.01%
365TEXAS INSTRS INC8825081043,148$590,2820.01%
366VANGUARD INDEX FDS9229086292,209$583,5720.01%
367BIOGEN INCBIIB3,804$581,7080.01%
368DOORDASH INCDASH3,441$577,2280.01%
369CHIPOTLE MEXICAN GRILL INCCMG9,555$576,1930.01%
370LENNAR CORPLEN-B4,223$575,8910.01%
371GENERAL DYNAMICS CORPGD2,177$573,6500.01%
372VANGUARD SPECIALIZED FUNDS9219088442,926$572,9370.01%
373OIL DRI CORP AMER6778641006,515$570,9750.01%
374EQT CORPEQT12,265$565,5340.01%
375LABCORP HOLDINGS INCLH2,461$564,3570.01%
376CARNIVAL CORPCUKPF22,611$563,4670.01%
377GENERAL MLS INC3703341048,832$563,2080.01%
378CUMMINS INCCMI1,616$563,2040.01%
379SCHWAB STRATEGIC TR80852479720,613$563,1430.01%
380AXON ENTERPRISE INCAXON941$559,2560.01%
381FIDELITY NATL INFORMATION SV31620M1066,911$558,2020.01%
382KIMBERLY-CLARK CORPKMB4,258$558,0860.01%
383SOUTHWEST AIRLS CO84474110816,599$558,0440.01%
384CINTAS CORPCTAS3,053$557,7830.01%
385UNITED AIRLS HLDGS INCUNTCW5,723$555,6680.01%
386CINCINNATI FINL CORP1720621013,865$555,4010.01%
387SS&C TECHNOLOGIES HLDGS INCSSNC7,264$550,4660.01%
388CENTENE CORP DELCNC9,075$549,7640.01%
389FIRST SOLAR INCFSLR3,119$549,6930.01%
390ISHARES TR4642876891,638$547,6340.01%
391WEC ENERGY GROUP INCWEC5,816$546,9370.01%
392SYNCHRONY FINANCIALSYF-PB8,407$546,4550.01%
393NORTHERN TR CORPNTRSO5,325$545,8130.01%
394AIRBNB INCABNB4,152$545,6150.01%
395KROGER COKR8,913$545,0040.01%
396XPEL INCXPEL13,642$544,8620.01%
397DICKS SPORTING GOODS INC2533931022,364$541,0450.01%
398M & T BK CORP55261F1042,873$540,1530.01%
399AMCOR PLCAMCCF57,285$539,0510.01%
400ISHARES TR4642874996,096$538,8870.01%
401OCCIDENTAL PETE CORP67459910510,880$537,5950.01%
402FAIR ISAAC CORPFICO269$535,5610.01%
403UNITED PARCEL SERVICE INCUPS4,242$534,9160.01%
404ISHARES TR4642875982,883$533,7300.01%
405KEYCORP49326710831,028$531,8200.01%
406CITIZENS FINL GROUP INCCIA12,139$531,2030.01%
407FREEPORT-MCMORAN INCFCX13,909$529,6490.01%
408BERKLEY W R CORPWRB-PH9,020$527,8510.01%
409UNITED RENTALS INCURI749$527,6260.01%
410SMURFIT WESTROCK PLCSW9,779$526,6970.01%
411VANGUARD INTL EQUITY INDEX F92204285811,944$526,0140.01%
412MICROSOFT CORPMSFT1,247$525,5330.01%
413SNAP ON INCSNA1,541$523,1390.01%
414FORTIVE CORPFTV6,958$521,8500.01%
415HARTFORD FINL SVCS GROUP INCHIG-PG4,758$520,5260.01%
416COINBASE GLOBAL INCCOIN2,088$518,4060.01%
417LOEWS CORPL6,116$517,9650.01%
418CBRE GROUP INCCBRE3,907$512,9510.01%
419NUCOR CORPNUE4,382$511,4240.01%
420ISHARES TR4642876303,105$509,7040.01%
421NXP SEMICONDUCTORS N VNXPI2,451$509,4410.01%
422VANGUARD INDEX FDS9229087691,754$508,3810.01%
423QUEST DIAGNOSTICS INCDGX3,355$506,0750.01%
424HEWLETT PACKARD ENTERPRISE CHPE-PC23,639$504,6930.01%
425CARRIER GLOBAL CORPORATIONCARR7,388$504,3140.01%
426BOOKING HOLDINGS INCBKNG101$501,8110.01%
427COLGATE PALMOLIVE COCL5,513$501,1870.01%
428PRINCIPAL FINANCIAL GROUP INPFG6,445$498,9080.01%
429AECOMACM4,633$494,8980.01%
430LLOYDS BANKING GROUP PLCLLOBF181,796$494,4860.01%
431TWILIO INCTWLO4,551$491,8720.01%
432DECKERS OUTDOOR CORPDECK2,419$491,2750.01%
433KENVUE INCKVUE22,917$489,2710.01%
434RIO TINTO PLCRTNTF8,299$488,0730.01%
435TERADYNE INCTER3,870$487,3110.01%
436NIKE INCNKE6,431$486,7070.01%
437AFFIRM HLDGS INCAFRM7,985$486,2870.01%
438HUMANA INCHUM1,916$486,2350.01%
439BALL CORPBALL8,762$483,0500.01%
440BAXTER INTL INC71813109S16,535$482,1610.01%
441BROWN & BROWN INCBRO4,714$480,9230.01%
442JABIL INCJBL3,333$479,6190.01%
443COTERRA ENERGY INCCTRA18,750$478,8840.01%
444NRG ENERGY INCNRG5,298$477,9860.01%
445AMERICAN CENTY ETF TR25072604S8,124$477,6100.01%
446DEVON ENERGY CORP NEW25179M10314,563$476,6370.01%
447COREBRIDGE FINL INC21871X10915,730$470,7990.01%
448EXXON MOBIL CORPXOM4,370$470,0750.01%
449SPOTIFY TECHNOLOGY S ASPOT1,048$468,8550.01%
450DIMENSIONAL ETF TRUST25434V82320,000$465,4000.01%
451SCHWAB STRATEGIC TR80852410220,480$464,8860.01%
452ASPEN TECHNOLOGY INC29109X1061,862$464,8120.01%
453PULTE GROUP INC7458671014,263$464,2410.01%
454UNITED THERAPEUTICS CORP DELUTHR1,313$463,2790.01%
455AGILENT TECHNOLOGIES INCA3,442$462,3990.01%
456DOW INCDOW11,477$460,5660.01%
457JPMORGAN CHASE & CO.VYLD1,921$460,4850.01%
458HILLTOP HOLDINGS INCHTH16,056$459,6840.01%
459UNUM GROUPUNMA6,294$459,6510.01%
460SYNOPSYS INCSNPS947$459,6360.01%
461KLA CORPKLAC729$459,3580.01%
462COHERENT CORPCOHR4,839$458,4440.01%
463WARNER BROS DISCOVERY INCWBD43,203$456,6500.01%
464COGNIZANT TECHNOLOGY SOLUTIOCTSH5,938$456,6480.01%
465INGERSOLL RAND INCIR5,046$456,4610.01%
466AMPHENOL CORP NEW32095101S6,555$455,2450.01%
467TE CONNECTIVITY PLCTEL3,184$455,2170.01%
468OMNICOM GROUP INCOMC5,290$455,1520.01%
469GSK PLCGLAXF13,397$453,0760.01%
470VIATRIS INCVTRS36,337$452,3940.01%
471VEEVA SYS INCVEEV2,144$450,7760.01%
472SELECT SECTOR SPDR TR81369Y6059,320$450,4250.01%
473NASDAQ INCNDAQ5,809$449,0560.01%
474GARTNER INCIT925$448,1350.01%
475OLD NATL BANCORP IND68003310720,519$445,3640.01%
476TAKE-TWO INTERACTIVE SOFTWARTTWO2,417$444,9210.01%
477CONSTELLATION BRANDS INCSTZ2,007$443,5560.01%
478AUTOZONE INCAZO138$442,8050.01%
479WILLIAMS COS INC9694571008,152$441,1750.01%
480COMERICA INC2003401077,126$440,7440.01%
481ROPER TECHNOLOGIES INCROP847$440,3130.01%
482STATE STR CORPSTT-PG4,483$440,0070.01%
483ON SEMICONDUCTOR CORPON6,971$439,5220.01%
484PHILIP MORRIS INTL INC7181721093,645$438,6760.01%
485RELIANCE INCRS1,619$435,9320.01%
486CATERPILLAR INCCAT1,200$435,3120.01%
487GLOBAL PMTS INC37940X1023,863$432,8430.01%
488CURTISS WRIGHT CORPCW1,217$431,8770.01%
489ISHARES TR4642878043,748$431,8450.01%
490OWENS CORNING NEWOC2,534$431,5910.01%
491PINTEREST INCPINS14,854$430,7660.01%
492CROWDSTRIKE HLDGS INCCRWD1,258$430,3490.01%
493MONSTER BEVERAGE CORP NEWMNST8,143$427,9970.01%
494EDWARDS LIFESCIENCES CORPEW5,780$427,8930.01%
495STEPAN COSCL6,606$427,4090.01%
496CARVANA COCVNA2,094$425,8280.01%
497DIREXION SHS ETF TR25461A72611,793$425,5690.01%
498WILLIAMS SONOMA INCWSM2,292$424,3540.01%
499ISHARES TR4642874655,611$424,2650.01%
500PAYCHEX INCPAYX3,022$423,6950.01%