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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

Perigon Wealth Management, LLC

Quarter ended Q2 2024 · Filed August 2, 2024 · Accession 0001951757-24-000620

Total Value
$3.45B
Positions
866
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,171,971$246.8M7.40%
2NVIDIA CORPORATIONNVDA1,823,212$225.2M6.75%
3ISHARES TR464287200219,142$119.9M3.59%
4AMAZON COM INCAMZN441,964$85.4M2.56%
5INVESCO QQQ TRIVZ168,817$80.9M2.42%
6VANGUARD INDEX FDS922908363149,557$74.8M2.24%
7MICROSOFT CORPMSFT162,943$72.8M2.18%
8ALPHABET INCGOOG291,643$53.1M1.59%
9ALPHABET INCGOOG281,799$51.7M1.55%
10DIMENSIONAL ETF TRUST25434V7081,595,620$51.4M1.54%
11OCCIDENTAL PETE CORP674599105815,115$51.4M1.54%
12SPDR S&P 500 ETF TRSPY83,607$45.5M1.36%
13META PLATFORMS INCMETA72,585$36.6M1.10%
14ELI LILLY & COLLY39,222$35.5M1.06%
15HOME DEPOT INCHD102,144$35.2M1.05%
16J P MORGAN EXCHANGE TRADED F46641Q399333,052$32.7M0.98%
17ISHARES TR46434V613715,610$32.4M0.97%
18VANGUARD INDEX FDS922908769117,448$31.4M0.94%
19SCHWAB STRATEGIC TR808524300276,717$27.9M0.84%
20ISHARES TR464287507470,139$27.5M0.82%
21ISHARES TR464287226251,443$24.4M0.73%
22BERKSHIRE HATHAWAY INC DELBRK-A59,760$24.3M0.73%
23JPMORGAN CHASE & CO.VYLD120,066$24.3M0.73%
24MOODYS CORPMCO55,462$23.3M0.70%
25ISHARES TR464288414217,221$23.1M0.69%
26SCHWAB STRATEGIC TR808524805598,488$23.0M0.69%
27DIMENSIONAL ETF TRUST25434V203693,052$20.6M0.62%
28MASTERCARD INCORPORATEDMA45,690$20.2M0.60%
29ISHARES TR46432F339115,999$19.8M0.59%
30ISHARES TR464287721131,613$19.8M0.59%
31THERMO FISHER SCIENTIFIC INCTMO33,690$18.6M0.56%
32ISHARES TR46429B267823,596$18.6M0.56%
33ISHARES TR46436E718180,655$18.2M0.55%
34SELECT SECTOR SPDR TR81369Y209123,897$18.1M0.54%
35ISHARES TR464287457220,858$18.0M0.54%
36TESLA INCTSLA90,135$17.8M0.53%
37ISHARES TR464287804167,044$17.8M0.53%
38VANGUARD INDEX FDS92290873647,379$17.7M0.53%
39COSTCO WHSL CORP NEW22160K10519,667$16.7M0.50%
40JOHN HANCOCK EXCHANGE TRADED47804J206302,857$16.7M0.50%
41ISHARES TR46428762255,120$16.4M0.49%
42BROADCOM INCAVGO10,108$16.2M0.49%
43EXXON MOBIL CORPXOM140,019$16.1M0.48%
44ABBVIE INCABBV93,432$16.0M0.48%
45ISHARES TR46432F842215,418$15.6M0.47%
46DIMENSIONAL ETF TRUST25434V104402,881$15.1M0.45%
47DIMENSIONAL ETF TRUST25434V302578,647$15.0M0.45%
48MCDONALDS CORPMCD55,888$14.2M0.43%
49J P MORGAN EXCHANGE TRADED F46641Q373234,501$13.9M0.42%
50SCHWAB STRATEGIC TR808524409182,875$13.5M0.41%
51VANGUARD INDEX FDS92290875161,928$13.5M0.40%
52VANGUARD BD INDEX FDS921937827175,839$13.5M0.40%
53ISHARES TR464288588146,871$13.5M0.40%
54JOHNSON & JOHNSONJNJ89,472$13.1M0.39%
55AMERICAN EXPRESS COAXP55,885$12.9M0.39%
56MERCK & CO INCMRK103,961$12.9M0.39%
57VANGUARD MUN BD FDS922907746254,732$12.8M0.38%
58ISHARES TR464288885123,210$12.6M0.38%
59SCHWAB CHARLES CORPSCHW-PJ170,729$12.6M0.38%
60CHEVRON CORP NEWCVX79,982$12.5M0.38%
61SALESFORCE INCCRM47,965$12.3M0.37%
62ISHARES TR46428765560,302$12.2M0.37%
63ISHARES TR464287440128,108$12.0M0.36%
64SCHWAB STRATEGIC TR808524797153,025$11.9M0.36%
65ISHARES INC46434G103218,530$11.7M0.35%
66ISHARES TR464287465144,573$11.3M0.34%
67BLACKROCK ETF TRUSTBLK234,237$11.0M0.33%
68QUALCOMM INCQCOM54,981$11.0M0.33%
69J P MORGAN EXCHANGE TRADED F46641Q761206,051$10.9M0.33%
70ISHARES TR46428740858,382$10.6M0.32%
71ISHARES GOLD TRIAU232,294$10.2M0.31%
72VANGUARD BD INDEX FDS921937835140,521$10.1M0.30%
73INVESCO EXCHANGE TRADED FD TIVZ61,595$10.1M0.30%
74PROCTER AND GAMBLE CO74271810960,511$10.0M0.30%
75VANGUARD INTL EQUITY INDEX F922042858219,279$9.6M0.29%
76ISHARES TR46428866180,121$9.3M0.28%
77ISHARES TR46428730999,869$9.2M0.28%
78ISHARES TR46434V860179,890$9.1M0.27%
79AMERICAN CENTY ETF TR025072802139,386$9.1M0.27%
80REGENERON PHARMACEUTICALSREGN8,319$8.7M0.26%
81BLACKSTONE INCBX70,175$8.7M0.26%
82DISNEY WALT CO25468710686,089$8.5M0.26%
83CME GROUP INCCME41,935$8.2M0.25%
84VANGUARD INDEX FDS92290874451,279$8.2M0.25%
85SPDR GOLD TRGLD37,973$8.2M0.24%
86ISHARES TR46428767163,638$8.1M0.24%
87INVESCO EXCHANGE TRADED FD TIVZ78,016$8.0M0.24%
88VANGUARD BD INDEX FDS921937819106,756$8.0M0.24%
89DIMENSIONAL ETF TRUST25434V815273,086$7.9M0.24%
90COCA COLA COKO121,053$7.7M0.23%
91VANGUARD MALVERN FDS922020805158,116$7.7M0.23%
92CATERPILLAR INCCAT22,711$7.6M0.23%
93ISHARES INC46434G764127,308$7.5M0.23%
94BANK AMERICA CORP060505104189,294$7.5M0.23%
95TRAVELERS COMPANIES INCTRV36,661$7.5M0.22%
96ISHARES TR46428724269,568$7.5M0.22%
97ESSEX PPTY TR INC29717810527,367$7.4M0.22%
98AMERICAN CENTY ETF TR02507288582,358$7.4M0.22%
99VANGUARD INDEX FDS92290861140,630$7.4M0.22%
100NETFLIX INCNFLX10,729$7.2M0.22%
101RTX CORPORATIONRTX71,638$7.2M0.22%
102CISCO SYS INCCSCO150,267$7.1M0.21%
103ISHARES TR46428717666,262$7.1M0.21%
104AMERICAN CENTY ETF TR025072349110,820$7.0M0.21%
105GOLDMAN SACHS GROUP INCGSCE15,383$7.0M0.21%
106INVESCO EXCHANGE TRADED FD TIVZ182,595$6.9M0.21%
107J P MORGAN EXCHANGE TRADED F46641Q837137,141$6.9M0.21%
108UNITEDHEALTH GROUP INCUNH13,557$6.9M0.21%
109VANGUARD INDEX FDS92290862928,290$6.8M0.21%
110DEERE & CODE17,921$6.7M0.20%
111PEPSICO INCPEP39,608$6.5M0.20%
112LOCKHEED MARTIN CORPLMT13,940$6.5M0.20%
113APPLIED MATLS INC03822210527,451$6.5M0.19%
114SELECT SECTOR SPDR TR81369Y80328,021$6.3M0.19%
115FRANKLIN TEMPLETON ETF TRFGDL257,083$6.3M0.19%
116ISHARES TR46428761417,086$6.2M0.19%
117COMCAST CORP NEWCCZ158,311$6.2M0.19%
118AMERICAN CENTY ETF TR02507270398,998$6.2M0.18%
119AMERICAN CENTY ETF TR025072372126,309$6.2M0.18%
120ADVANCED MICRO DEVICES INCAMD37,185$6.0M0.18%
121ISHARES TR464288877111,750$5.9M0.18%
122ISHARES TR46435G243241,366$5.9M0.18%
123SCHWAB STRATEGIC TR80852420191,628$5.9M0.18%
124PACER FDS TR69374H881106,892$5.8M0.17%
125VANGUARD INTL EQUITY INDEX F92204277599,262$5.8M0.17%
126VANGUARD INDEX FDS92290851238,663$5.8M0.17%
127ISHARES TR46429B69767,119$5.6M0.17%
128ADOBE INCADBE10,120$5.6M0.17%
129APPLOVIN CORPAPP67,268$5.6M0.17%
130VANGUARD INTL EQUITY INDEX F92204274249,577$5.6M0.17%
131ISHARES TR46435G42546,706$5.6M0.17%
132AUTOMATIC DATA PROCESSING INADP23,268$5.6M0.17%
133INTERNATIONAL BUSINESS MACHSINTR31,923$5.5M0.17%
134C3 AI INCAI188,547$5.5M0.16%
135VANECK ETF TRUST92189F64362,271$5.4M0.16%
136MARQETA INCMQ972,258$5.3M0.16%
137VANGUARD INDEX FDS92290853822,278$5.1M0.15%
138J P MORGAN EXCHANGE TRADED F46641Q33290,111$5.1M0.15%
139ABBOTT LABSABLZF48,824$5.1M0.15%
140ISHARES TR46435G32676,303$5.0M0.15%
141VANGUARD INDEX FDS92290855358,827$4.9M0.15%
142HASHICORP INC418100103146,015$4.9M0.15%
143INVESCO EXCHANGE TRADED FD TIVZ128,602$4.9M0.15%
144NIKE INCNKE63,898$4.8M0.14%
145J P MORGAN EXCHANGE TRADED F46641Q65494,637$4.8M0.14%
146RESMED INCRSMDF24,158$4.6M0.14%
147ISHARES TR46429B74746,316$4.6M0.14%
148LAM RESEARCH CORPLRCX4,254$4.5M0.14%
149ISHARES TR464287234105,808$4.5M0.14%
150SPDR SER TR78464A664163,693$4.5M0.13%
151ISHARES TR46428766350,374$4.4M0.13%
152SCHWAB STRATEGIC TR808524888121,877$4.3M0.13%
153AMERICAN CENTY ETF TR02507287747,787$4.3M0.13%
154UBER TECHNOLOGIES INCUBER58,080$4.2M0.13%
155ACCENTURE PLC IRELANDACN13,905$4.2M0.13%
156SPDR SER TR78464A375129,557$4.2M0.13%
157VANGUARD INDEX FDS92290859516,801$4.2M0.13%
158ISHARES TR46428857039,887$4.1M0.12%
159ISHARES TR46428743244,838$4.1M0.12%
160AECOMACM46,260$4.1M0.12%
161ORACLE CORPORCL-PD28,822$4.1M0.12%
162LINDE PLCLIN9,238$4.1M0.12%
163BLACKROCK ETF TRUST IIBLK77,166$4.0M0.12%
164AMGEN INCAMGN12,736$4.0M0.12%
165GOLDMAN SACHS ETF TRNVGLF39,235$3.9M0.12%
166CITIGROUP INCC-PR59,615$3.8M0.11%
167NEXTERA ENERGY INCNEE-PW52,748$3.7M0.11%
168JANUS DETROIT STR TR47103U84573,212$3.7M0.11%
169INVESCO EXCH TRADED FD TR IIIVZ95,437$3.7M0.11%
170DIMENSIONAL ETF TRUST25434V807102,859$3.7M0.11%
171ISHARES TR46428757238,038$3.7M0.11%
172SPDR S&P MIDCAP 400 ETF TRMDY6,819$3.6M0.11%
173PALANTIR TECHNOLOGIES INCPLTR142,231$3.6M0.11%
174TEXAS INSTRS INC88250810418,518$3.6M0.11%
175SPDR SER TR78464A50873,753$3.6M0.11%
176DANAHER CORPORATION23585110214,210$3.6M0.11%
177INTEL CORPINTC114,480$3.5M0.11%
178ISHARES TR46428776257,786$3.5M0.11%
179FREEPORT-MCMORAN INCFCX72,584$3.5M0.11%
180INVESCO EXCH TRADED FD TR IIIVZ167,007$3.5M0.11%
181SPDR SER TR78464A284137,332$3.5M0.10%
182LYONDELLBASELL INDUSTRIES NLYB36,495$3.5M0.10%
183SCHWAB STRATEGIC TR80852487066,501$3.5M0.10%
184VANGUARD INTL EQUITY INDEX F92204271828,886$3.4M0.10%
185AMERIPRISE FINL INC03076C1067,861$3.4M0.10%
186PFIZER INCPFE119,594$3.3M0.10%
187FIRST TR EXCHANGE-TRADED FD33738R50660,824$3.3M0.10%
188SPDR SER TR78464A76326,163$3.3M0.10%
189HONEYWELL INTL INC43851610615,425$3.3M0.10%
190UNITED PARCEL SERVICE INCUPS23,631$3.2M0.10%
191CORE SCIENTIFIC INC NEW21874A130367,735$3.2M0.10%
192SPDR SER TR78468R606137,469$3.2M0.10%
193INVESCO EXCHANGE TRADED FD TIVZ31,020$3.2M0.10%
194SCHWAB STRATEGIC TR80852460766,228$3.1M0.09%
195SCHWAB STRATEGIC TR80852450839,975$3.1M0.09%
196SCHWAB STRATEGIC TR808524706116,005$3.1M0.09%
197COLGATE PALMOLIVE COCL31,681$3.1M0.09%
198EQUITY RESIDENTIALEQR44,305$3.1M0.09%
1994D MOLECULAR THERAPEUTICS INFDMT146,170$3.1M0.09%
200SELECT SECTOR SPDR TR81369Y88644,532$3.0M0.09%
201NORFOLK SOUTHN CORP65584410813,976$3.0M0.09%
202VANGUARD CHARLOTTE FDS92203J40761,154$3.0M0.09%
203AMERICAN CENTY ETF TR02507260447,850$2.9M0.09%
204SPDR SER TR78464A85445,584$2.9M0.09%
205ISHARES TR46434V80381,789$2.9M0.09%
206ENTERPRISE PRODS PARTNERS L293792107100,220$2.9M0.09%
207SERVICENOW INCNOW3,649$2.9M0.09%
208ARISTA NETWORKS INCANET8,130$2.8M0.09%
209THE CIGNA GROUP1255231008,488$2.8M0.08%
210ISHARES TR46428759816,080$2.8M0.08%
211SCHWAB STRATEGIC TR80852410244,467$2.8M0.08%
212ISHARES TR46436E61965,369$2.8M0.08%
213EMERSON ELEC COEMR25,215$2.8M0.08%
2143M COMMM27,129$2.8M0.08%
215GILEAD SCIENCES INCGILD39,786$2.7M0.08%
216INVESCO EXCH TRADED FD TR IIIVZ24,486$2.7M0.08%
217SPDR SER TR78464A63119,160$2.7M0.08%
218ISHARES TR46435G193118,025$2.7M0.08%
219DARLING INGREDIENTS INCDAR72,687$2.7M0.08%
220NOVO-NORDISK A SNONOF18,701$2.7M0.08%
221SELECT SECTOR SPDR TR81369Y70421,823$2.7M0.08%
222VANECK ETF TRUST92189F486102,713$2.6M0.08%
223ISHARES INC46428652524,873$2.6M0.08%
224DIMENSIONAL ETF TRUST25434V69077,371$2.5M0.08%
225ISHARES TR46428827340,685$2.5M0.08%
226ISHARES TR46428749930,695$2.5M0.07%
227GE AEROSPACE36960430115,636$2.5M0.07%
228VANECK ETF TRUST92189F6769,418$2.5M0.07%
229INTUITIVE SURGICAL INCISRG5,434$2.4M0.07%
230ISHARES TR46428867921,616$2.4M0.07%
231PALO ALTO NETWORKS INCPANW7,044$2.4M0.07%
232STARBUCKS CORPSBUX30,668$2.4M0.07%
233GOLDMAN SACHS ETF TRNVGLF33,508$2.4M0.07%
234AMETEK INCAME14,248$2.4M0.07%
235SELECT SECTOR SPDR TR81369Y50625,941$2.4M0.07%
236SCHWAB STRATEGIC TR80852483951,436$2.3M0.07%
237CARRIER GLOBAL CORPORATIONCARR36,818$2.3M0.07%
238SCHWAB STRATEGIC TR808524847116,176$2.3M0.07%
239J P MORGAN EXCHANGE TRADED F46641Q16739,129$2.3M0.07%
240CONSTELLATION BRANDS INCSTZ8,909$2.3M0.07%
241SHELL PLCRYDAF31,401$2.3M0.07%
242AT&T INCT-PC117,464$2.2M0.07%
243J P MORGAN EXCHANGE TRADED F46654Q60929,858$2.2M0.07%
244ALPS ETF TR00162Q45246,537$2.2M0.07%
245MANAGER DIRECTED PORTFOLIOS56170L695228,666$2.2M0.07%
246INTUITINTU3,289$2.2M0.06%
247S&P GLOBAL INCSPGI4,766$2.1M0.06%
248ISHARES TR46428828123,467$2.1M0.06%
249SPDR SER TR78468R62221,997$2.1M0.06%
250ISHARES TR46428985927,454$2.1M0.06%
251ISHARES TR46436E44577,629$2.1M0.06%
252ISHARES TR46428775416,873$2.0M0.06%
253MARTIN MARIETTA MATLS INC5732841063,691$2.0M0.06%
254SOUTHERN COSOMN25,567$2.0M0.06%
255ISHARES TR46429B59835,275$2.0M0.06%
256INTERCONTINENTAL EXCHANGE IN45866F10414,280$2.0M0.06%
257SELECT SECTOR SPDR TR81369Y60547,317$1.9M0.06%
258INVESCO EXCH TRADED FD TR IIIVZ95,100$1.9M0.06%
259SCHWAB STRATEGIC TR80852475554,177$1.9M0.06%
260ISHARES TR4642894388,828$1.9M0.06%
261EATON CORP PLCETN6,013$1.9M0.06%
262MICRON TECHNOLOGY INCMU14,151$1.9M0.06%
263NOVARTIS AGNVSEF17,481$1.9M0.06%
264PIMCO ETF TR72201R83318,323$1.8M0.06%
265ISHARES TR46428851323,835$1.8M0.06%
266BLACKROCK ETF TRUSTBLK30,892$1.8M0.06%
267CROWDSTRIKE HLDGS INCCRWD4,706$1.8M0.05%
268VANECK ETF TRUST92189F30410,516$1.8M0.05%
269FIRST TR MID CAP CORE ALPHAD33735B10816,510$1.8M0.05%
270ISHARES TR46434V40742,210$1.8M0.05%
271UNION PAC CORPUNP7,860$1.8M0.05%
272TOTALENERGIES SETTE26,566$1.8M0.05%
273MORGAN STANLEYMS-PQ17,726$1.7M0.05%
274SNOWFLAKE INCSNOW12,726$1.7M0.05%
275ISHARES TR46435G47465,488$1.7M0.05%
276ISHARES TR46428815816,379$1.7M0.05%
277BRISTOL-MYERS SQUIBB COCELG-RI40,388$1.7M0.05%
278COINBASE GLOBAL INCCOIN7,539$1.7M0.05%
279ISHARES TR46428754917,423$1.6M0.05%
280SPDR SER TR78468R86188,905$1.6M0.05%
281GRAYSCALE BITCOIN TR BTCGBTC30,649$1.6M0.05%
282TJX COS INC NEW87254010914,664$1.6M0.05%
283OTIS WORLDWIDE CORPOTIS16,739$1.6M0.05%
284INVESCO EXCH TRADED FD TR IIIVZ18,406$1.6M0.05%
285SPDR SER TR78464A80524,239$1.6M0.05%
286ISHARES TR4642871016,054$1.6M0.05%
287FIRST TR EXCHANGE TRADED FD33737K20519,503$1.6M0.05%
288CADENCE DESIGN SYSTEM INCCDNS5,184$1.6M0.05%
289MERCADOLIBRE INCMELI959$1.6M0.05%
290SPDR SER TR78468R85337,136$1.5M0.05%
291INVESCO EXCH TRADED FD TR IIIVZ23,407$1.5M0.05%
292KRYSTAL BIOTECH INCKRYS8,153$1.5M0.04%
293ASTRAZENECA PLCAZN19,069$1.5M0.04%
294J P MORGAN EXCHANGE TRADED F46641Q15932,367$1.5M0.04%
295ISHARES TR46429B65528,799$1.5M0.04%
296ISHARES TR46428865314,145$1.5M0.04%
297CHIPOTLE MEXICAN GRILL INCCMG22,848$1.4M0.04%
298ISHARES TR46429B61417,624$1.4M0.04%
299J P MORGAN EXCHANGE TRADED F46641Q21724,918$1.4M0.04%
300RIO TINTO PLCRTNTF21,319$1.4M0.04%
301CORE SCIENTIFIC INC NEW21874A106150,929$1.4M0.04%
302MICROSTRATEGY INCSTRK1,015$1.4M0.04%
303CVS HEALTH CORPCVS23,408$1.4M0.04%
304TARGET CORPTGT9,317$1.4M0.04%
305ISHARES INC46434G86340,884$1.4M0.04%
306ISHARES TR46428864626,660$1.4M0.04%
307ISHARES TR46435G21930,755$1.4M0.04%
308BOEING COBA-PA7,439$1.4M0.04%
309GARTNER INCIT3,011$1.4M0.04%
310SPDR SER TR78464A40916,819$1.3M0.04%
311DIMENSIONAL ETF TRUST25434V72434,229$1.3M0.04%
312DELL TECHNOLOGIES INCDELL9,739$1.3M0.04%
313UNITED STS COMMODITY INDEX FUNTCW49,082$1.3M0.04%
314MATSON INCMATX10,024$1.3M0.04%
315ALTRIA GROUP INCMO28,771$1.3M0.04%
316ISHARES TR46434V26640,538$1.3M0.04%
317BROADSTONE NET LEASE INCBNL81,951$1.3M0.04%
318DIMENSIONAL ETF TRUST25434V88051,081$1.3M0.04%
319MONOLITHIC PWR SYS INC6098391051,574$1.3M0.04%
320DIMENSIONAL ETF TRUST25434V68238,518$1.3M0.04%
321SPOTIFY TECHNOLOGY S ASPOT4,096$1.3M0.04%
322KLA CORPKLAC1,544$1.3M0.04%
323TAIWAN SEMICONDUCTOR MFG LTD8740391007,209$1.3M0.04%
324ELEVANCE HEALTH INCELV2,274$1.2M0.04%
325GENERAL MLS INC37033410419,453$1.2M0.04%
326BLACKSTONE SECD LENDING FDBX39,725$1.2M0.04%
327FEDEX CORPFDX4,054$1.2M0.04%
328DBX ETF TR23305143234,211$1.2M0.04%
329CSX CORPCSX36,178$1.2M0.04%
330STRYKER CORPORATIONSYK3,519$1.2M0.04%
331SPDR DOW JONES INDL AVERAGE78467X1093,055$1.2M0.04%
332ISHARES TR46428868737,859$1.2M0.04%
333CHUBB LIMITEDCB4,679$1.2M0.04%
334LITMAN GREGORY FDS TR53700T82739,530$1.2M0.04%
335MARSH & MCLENNAN COS INC5717481025,601$1.2M0.04%
336ARK ETF TR00214Q30250,244$1.2M0.04%
337ISHARES TR4642871689,594$1.2M0.03%
338ISHARES TR46429B68916,689$1.2M0.03%
339GOLDMAN SACHS ETF TRNVGLF22,967$1.2M0.03%
340SCHWAB STRATEGIC TR80852477117,267$1.2M0.03%
341ISHARES INC46428653320,124$1.2M0.03%
342AMERICAN ELEC PWR CO INC02553710112,969$1.1M0.03%
343GENERAL MTRS CO37045V10024,225$1.1M0.03%
344BLACKROCK INCBLK1,424$1.1M0.03%
345ISHARES TR46436E76724,067$1.1M0.03%
346SEMPRASREA14,709$1.1M0.03%
347SPDR SER TR78464A39156,219$1.1M0.03%
348DIMENSIONAL ETF TRUST25434V73241,720$1.1M0.03%
349PHILIP MORRIS INTL INC71817210910,910$1.1M0.03%
350ISHARES TR46428861210,618$1.1M0.03%
351SPDR INDEX SHS FDS78463X54119,688$1.1M0.03%
352CHARTER COMMUNICATIONS INC N16119P1083,673$1.1M0.03%
353NUSHARES ETF TRNU52,964$1.1M0.03%
354ISHARES TR46428986719,444$1.1M0.03%
355AMERICAN TOWER CORP NEW03027X1005,616$1.1M0.03%
356ASML HOLDING N VASMLF1,065$1.1M0.03%
357FIRST TR EXCHNG TRADED FD VI33740F75537,503$1.1M0.03%
358NORTHROP GRUMMAN CORPNOC2,479$1.1M0.03%
359ISHARES TR46434V87821,302$1.1M0.03%
360INVESCO EXCH TRADED FD TR IIIVZ24,056$1.1M0.03%
361ISHARES TR46435U71325,355$1.1M0.03%
362EAGLE MATLS INC26969P1084,907$1.1M0.03%
363ISHARES TR46432F87553,725$1.1M0.03%
364SIMON PPTY GROUP INC NEW8288061096,999$1.1M0.03%
365GOLDMAN SACHS ETF TRNVGLF14,083$1.1M0.03%
366DTE ENERGY CODTK9,466$1.1M0.03%
367ECOLAB INCECL4,401$1.0M0.03%
368SYNOPSYS INCSNPS1,738$1.0M0.03%
369NEWMONT CORPNEMCL24,653$1.0M0.03%
370TIDEWATER INC NEWTDGMW10,819$1.0M0.03%
371BANK MARIN BANCORP06342510263,226$1.0M0.03%
372BOOKING HOLDINGS INCBKNG258$1.0M0.03%
373FIRST TR EXCHANGE-TRADED FD33739Q30923,290$1.0M0.03%
374INVESCO DB MULTI-SECTOR COMMIVZ42,812$1.0M0.03%
375PAYPAL HLDGS INCPYPL17,547$1.0M0.03%
376SEI EXCHANGE TRADED FUNDS81589A20530,603$1.0M0.03%
377AFLAC INCAFL11,323$1.0M0.03%
378KEURIG DR PEPPER INCKDP30,246$1.0M0.03%
379FIRST TR EXCHANGE-TRADED FD33739Q20020,965$1.0M0.03%
380PURE STORAGE INC74624M10215,636$1.0M0.03%
381GLOBAL X FDS37950E333108,545$999,7020.03%
382SEI EXCHANGE TRADED FUNDS81589A30431,984$996,3340.03%
383AMPLIFY ETF TR03210866415,386$995,9540.03%
384GENERAL DYNAMICS CORPGD3,415$990,7850.03%
385ISHARES TR46428760611,217$988,3200.03%
386FIDELITY COVINGTON TRUST31609284020,746$970,4880.03%
387J P MORGAN EXCHANGE TRADED F46654Q20317,424$967,0180.03%
388GLOBAL X FDS37954Y67326,019$963,2230.03%
389MONSTER BEVERAGE CORP NEWMNST19,052$951,6470.03%
390SPDR SER TR78468R73919,824$935,5030.03%
391BANK HAWAII CORP06254010916,320$933,6670.03%
392ETFS GOLD TR00326A10441,274$917,1080.03%
393HANNON ARMSTRONG SUST INFR C41068X10030,695$908,5660.03%
394PNC FINL SVCS GROUP INC6934751055,812$903,5920.03%
395ONEOK INC NEWOKE11,036$899,9640.03%
396ISHARES SILVER TRSLV33,788$897,7470.03%
397MEDTRONIC PLCMDT11,390$896,4960.03%
398CONOCOPHILLIPSCOP7,837$896,4490.03%
399PROSHARES TR74347G44039,499$889,1330.03%
400DIMENSIONAL ETF TRUST25434V79933,682$885,5000.03%
401DOW INCDOW16,598$880,5240.03%
402SELECT SECTOR SPDR TR81369Y4074,811$877,4960.03%
403ELECTRONIC ARTS INCEA6,259$872,0940.03%
404DUPONT DE NEMOURS INCDD10,754$865,5990.03%
405ISHARES TR4642875233,468$855,3130.03%
406ISHARES TR46428824016,062$853,3580.03%
407SCHLUMBERGER LTDSLB18,000$849,2180.03%
408MONDELEZ INTL INC60920710512,947$847,2600.03%
409BOSTON SCIENTIFIC CORPBSX10,979$845,4930.03%
410DUKE ENERGY CORP NEWDUKB8,367$838,6330.03%
411ISHARES TR4642876483,193$838,2450.03%
412GIGACLOUD TECHNOLOGY INCGCT27,512$836,9150.03%
413ISHARES INC46428681416,642$835,9480.03%
414ISHARES TR46435U54917,887$833,7190.02%
415DROPBOX INCDBX36,951$830,2890.02%
416VANECK ETF TRUST92189H30034,833$828,3290.02%
417DIMENSIONAL ETF TRUST25434V60915,846$821,9210.02%
418AMPHENOL CORP NEW03209510112,023$809,9830.02%
419PACER FDS TR69374H64240,014$804,2730.02%
420ISHARES TR4642876305,280$804,2540.02%
421BITWISE BITCOIN ETF TRBITB24,494$800,7090.02%
422SUPER MICRO COMPUTER INCSMCI976$799,6860.02%
423ISHARES TR4642871506,723$798,6390.02%
424FORTINET INCFTNT13,223$796,9520.02%
425INVESCO EXCH TRD SLF IDX FDIVZ15,149$795,1720.02%
426KIMBERLY-CLARK CORPKMB5,753$795,0140.02%
427CRISPR THERAPEUTICS AGCRSP14,652$791,3550.02%
428REALTY INCOME CORPO14,949$789,6040.02%
429ANNALY CAPITAL MANAGEMENT INNLY-PJ41,117$783,6970.02%
430VANGUARD INDEX FDS9229086373,137$783,0580.02%
431INVESCO DB US DLR INDEX TRIVZ26,874$782,8400.02%
432SPDR SER TR78468R6638,487$778,9640.02%
433VANECK ETF TRUST92189F10622,945$778,5160.02%
434US BANCORP DELUSB-PS19,514$774,7100.02%
435EQUINIX INCEQIX1,010$764,2750.02%
436PROGRESSIVE CORP7433151033,663$760,9340.02%
437ROCKWELL AUTOMATION INCROK2,761$759,9450.02%
438ISHARES TR46435G1029,623$756,6560.02%
439LOWES COS INC5486611073,396$748,7870.02%
440ISHARES TR46428850513,722$739,2770.02%
441TENABLE HLDGS INC88025T10216,962$739,2040.02%
442T ROWE PRICE ETF INC87283Q40419,058$733,7230.02%
443CORTEVA INCCTVA13,591$733,0670.02%
444CELSIUS HLDGS INCCELH12,739$727,2690.02%
445CLOUDFLARE INCNET8,701$720,7030.02%
446GE HEALTHCARE TECHNOLOGIES IGEHC9,205$717,2970.02%
447ROPER TECHNOLOGIES INCROP1,271$716,4510.02%
448SYLVAMO CORPSLVM10,442$716,3180.02%
449SELECT SECTOR SPDR TR81369Y3089,344$715,5490.02%
450ANALOG DEVICES INCADI3,131$714,8530.02%
451IDEXX LABS INC45168D1041,454$708,3890.02%
452AES CORPAES40,284$707,7810.02%
453ISHARES INC46428647511,541$705,3200.02%
454MARKEL GROUP INCMKL447$704,3200.02%
455ARES CAPITAL CORPARCC33,517$698,4980.02%
456MCKESSON CORPMCK1,181$689,7710.02%
457FIRST TR EXCHANGE-TRADED FD33733E3023,360$688,5980.02%
458PROLOGIS INC.PLDGP6,064$681,0580.02%
459SPDR INDEX SHS FDS78463X50918,031$679,2160.02%
460EVEREST GROUP LTDEG1,775$676,3250.02%
461SELECT SECTOR SPDR TR81369Y8527,841$671,6600.02%
462INVESCO ACTVELY MNGD ETC FDIVZ47,682$669,9380.02%
463ISHARES TR4642887865,909$667,2440.02%
464DBX ETF TR23305120016,096$667,0180.02%
465PGIM ETF TR69344A10713,326$662,2910.02%
466MARATHON PETE CORPMARA3,796$658,4290.02%
467GOLDMAN SACHS ETF TRNVGLF6,141$656,8200.02%
468BLOCK INCBSQKZ10,122$652,7930.02%
469SCHWAB STRATEGIC TR80852486213,509$650,1880.02%
470ISHARES TR46428734115,626$648,6170.02%
471AUTODESK INCADSK2,617$647,5770.02%
472BRIXMOR PPTY GROUP INC11120U10527,876$643,6570.02%
473ILLINOIS TOOL WKS INC4523081092,701$640,1010.02%
474NRG ENERGY INCNRG8,167$635,8860.02%
475VANECK ETF TRUST92189H40912,268$633,6540.02%
476INVESCO EXCHANGE TRADED FD TIVZ16,023$632,2490.02%
477GE VERNOVA INCGEV3,653$626,5260.02%
478CINTAS CORPCTAS890$623,3210.02%
479FIRST TR EXCHNG TRADED FD VI33740F80514,477$623,2350.02%
480MARRIOTT INTL INC NEW5719032022,576$622,8020.02%
481ABRDN ETFS00326110430,622$622,5530.02%
482RBB FD INC74933W60111,521$620,0740.02%
483SMUCKER J M CO8326964055,665$617,7370.02%
484ISHARES TR4642874815,597$617,5950.02%
485ILLUMINA INCILMN5,882$613,9630.02%
486MONGODB INCMDB2,444$610,9020.02%
487NEW YORK TIMES CONYT11,788$603,6860.02%
488BLACK STONE MINERALS L PBSMLP38,312$600,3430.02%
489SEA LTDSE8,356$596,7860.02%
490BHP GROUP LTDBHPLF10,426$595,2390.02%
491ANSYS INC03662Q1051,851$595,2250.02%
492BECTON DICKINSON & COBDX2,546$595,0180.02%
493PRUDENTIAL FINL INCPUKPF5,073$594,5060.02%
494ISHARES TR46436E7598,814$594,3090.02%
495ARK ETF TR00214Q10413,522$594,3000.02%
496IQVIA HLDGS INCIQV2,794$590,7630.02%
497GOLDMAN SACHS ETF TRNVGLF14,413$587,9310.02%
498HCA HEALTHCARE INCHCA1,811$581,9440.02%
499EXCHANGE TRADED CONCEPTS TRU30150570710,526$580,0030.02%
500GOLDMAN SACHS ETF TRNVGLF17,223$579,5390.02%