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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 Q1 2025 · Filed April 23, 2025 · Accession 0001951757-25-000439

Total Value
$3.90B
Positions
1,031
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL1,129,020$250.8M6.79%
2NVIDIA CORPORATIONNVDA1,748,907$189.5M5.13%
3ISHARES TR464287200189,624$106.5M2.88%
4INVESCO QQQ TRIVZ176,082$82.6M2.23%
5AMAZON COM INCAMZN433,219$82.4M2.23%
6MICROSOFT CORPMSFT175,856$66.0M1.79%
7VANGUARD INDEX FDS922908363113,998$58.6M1.59%
8SPDR S&P 500 ETF TRSPY101,199$56.6M1.53%
9DIMENSIONAL ETF TRUST25434V7081,599,936$52.8M1.43%
10VISA INCV125,707$44.1M1.19%
11ALPHABET INCGOOG275,694$43.1M1.17%
12META PLATFORMS INCMETA70,706$40.8M1.10%
13J P MORGAN EXCHANGE TRADED F46641Q399400,462$40.4M1.09%
14OCCIDENTAL PETE CORP674599105811,013$40.0M1.08%
15HOME DEPOT INCHD105,138$38.5M1.04%
16ALPHABET INCGOOG215,595$33.3M0.90%
17VANGUARD INDEX FDS922908769115,893$31.9M0.86%
18JPMORGAN CHASE & CO.VYLD125,469$30.8M0.83%
19ISHARES TR46434V613660,001$30.4M0.82%
20ELI LILLY & COLLY36,548$30.2M0.82%
21VANGUARD INDEX FDS92290873680,161$29.7M0.80%
22BERKSHIRE HATHAWAY INC DELBRK-A54,905$29.2M0.79%
23ISHARES TR46432F339161,886$27.7M0.75%
24ISHARES TR464287226267,680$26.5M0.72%
25J P MORGAN EXCHANGE TRADED F46641Q373428,037$26.3M0.71%
26MOODYS CORPMCO55,264$25.7M0.70%
27BROADCOM INCAVGO152,258$25.5M0.69%
28DIMENSIONAL ETF TRUST25434V203772,727$24.1M0.65%
29ISHARES TR46436E718239,544$24.1M0.65%
30ISHARES TR464288414224,137$23.6M0.64%
31SCHWAB STRATEGIC TR8085242011,064,994$23.5M0.64%
32MASTERCARD INCORPORATEDMA41,796$22.9M0.62%
33ABBVIE INCABBV106,220$22.3M0.60%
34TESLA INCTSLA81,628$21.2M0.57%
35COSTCO WHSL CORP NEW22160K10521,712$20.5M0.56%
36ISHARES GOLD TRIAU340,342$20.1M0.54%
37ISHARES TR464287804190,707$19.9M0.54%
38ISHARES TR464287408102,625$19.6M0.53%
39FIDELITY MERRIMACK STR TR316188309421,247$19.2M0.52%
40SCHWAB STRATEGIC TR808524300767,177$19.2M0.52%
41DIMENSIONAL ETF TRUST25434V302740,411$19.2M0.52%
42ISHARES TR464287507328,480$19.2M0.52%
43MCDONALDS CORPMCD60,858$19.0M0.51%
44BLACKROCK ETF TRUSTBLK370,445$18.1M0.49%
45SPDR GOLD TRGLD59,412$17.1M0.46%
46ISHARES TR46428762255,543$17.0M0.46%
47SELECT SECTOR SPDR TR81369Y209110,311$16.1M0.44%
48ISHARES TR464287721113,520$15.9M0.43%
49SCHWAB STRATEGIC TR808524409584,372$15.5M0.42%
50AMERICAN EXPRESS COAXP57,594$15.5M0.42%
51EXXON MOBIL CORPXOM129,963$15.5M0.42%
52DIMENSIONAL ETF TRUST25434V104398,347$15.3M0.41%
53ISHARES TR46432F842193,431$14.6M0.40%
54THERMO FISHER SCIENTIFIC INCTMO29,399$14.6M0.40%
55ISHARES TR46429B267629,415$14.5M0.39%
56JOHNSON & JOHNSONJNJ86,113$14.3M0.39%
57VANGUARD TAX-MANAGED FDS921943858279,873$14.2M0.39%
58ISHARES TR46428765566,687$13.3M0.36%
59INVESCO EXCHANGE TRADED FD TIVZ75,453$13.1M0.35%
60SALESFORCE INCCRM47,723$12.8M0.35%
61ISHARES TR464288877216,917$12.8M0.35%
62VANGUARD MUN BD FDS922907746253,140$12.6M0.34%
63CHEVRON CORP NEWCVX74,978$12.5M0.34%
64VANGUARD SPECIALIZED FUNDS92190884464,602$12.5M0.34%
65SCHWAB CHARLES CORPSCHW-PJ157,450$12.3M0.33%
66ISHARES INC46434G103227,122$12.3M0.33%
67WALMART INCWMT138,633$12.2M0.33%
68VANGUARD WORLD FD92204A70222,287$12.1M0.33%
69VANGUARD MALVERN FDS922020805235,753$11.8M0.32%
70AMERICAN CENTY ETF TR025072802166,940$11.6M0.32%
71NETFLIX INCNFLX12,266$11.4M0.31%
72PROCTER AND GAMBLE CO74271810967,032$11.4M0.31%
73ISHARES TR464287465137,818$11.3M0.30%
74CME GROUP INCCME42,377$11.2M0.30%
75ISHARES TR464288885111,678$11.2M0.30%
76SCHWAB STRATEGIC TR808524805560,478$11.1M0.30%
77DIMENSIONAL ETF TRUST25434V815388,184$10.9M0.30%
78AMERICAN CENTY ETF TR025072349166,562$10.9M0.29%
79BANK AMERICA CORP060505104255,429$10.7M0.29%
80VANGUARD BD INDEX FDS921937835144,597$10.6M0.29%
81ISHARES TR464288588112,861$10.6M0.29%
82VANGUARD SCOTTSDALE FDS92206C771227,969$10.6M0.29%
83WELLS FARGO CO NEW949746101146,488$10.5M0.28%
84J P MORGAN EXCHANGE TRADED F46641Q654205,521$10.5M0.28%
85ISHARES TR464287432113,921$10.4M0.28%
86VANGUARD INDEX FDS92290874459,549$10.3M0.28%
87SPDR SER TR78464A664367,137$10.0M0.27%
88UNITEDHEALTH GROUP INCUNH18,606$9.7M0.26%
89ISHARES TR464287309104,359$9.7M0.26%
90VANGUARD INDEX FDS92290875143,577$9.7M0.26%
91J P MORGAN EXCHANGE TRADED F46641Q761171,073$9.7M0.26%
92ISHARES TR46435G243383,453$9.6M0.26%
93PALANTIR TECHNOLOGIES INCPLTR112,943$9.5M0.26%
94CISCO SYS INCCSCO154,164$9.5M0.26%
95ISHARES TR464287457114,816$9.5M0.26%
96ABBOTT LABSABLZF71,048$9.4M0.26%
97TRAVELERS COMPANIES INCTRV35,612$9.4M0.25%
98ISHARES INC46434G764170,221$9.4M0.25%
99AUTOMATIC DATA PROCESSING INADP30,671$9.4M0.25%
100APPLOVIN CORPAPP35,135$9.3M0.25%
101COCA COLA COKO125,695$9.0M0.24%
102INVESCO EXCHANGE TRADED FD TIVZ76,968$9.0M0.24%
103ISHARES TR464287499105,436$9.0M0.24%
104RTX CORPORATIONRTX66,500$8.8M0.24%
105T ROWE PRICE ETF INC87283Q503241,131$8.5M0.23%
106J P MORGAN EXCHANGE TRADED F46641Q670180,081$8.5M0.23%
107BLACKSTONE INCBX60,535$8.5M0.23%
108ESSEX PPTY TR INC29717810527,442$8.4M0.23%
109DEERE & CODE17,539$8.2M0.22%
110VANGUARD BD INDEX FDS921937827104,836$8.2M0.22%
111DISNEY WALT CO25468710682,959$8.2M0.22%
112AMERICAN CENTY ETF TR02507288584,081$7.8M0.21%
113VANECK ETF TRUST92189F64387,993$7.7M0.21%
114J P MORGAN EXCHANGE TRADED F46641Q837150,654$7.6M0.21%
115BLACKROCK ETF TRUST IIBLK141,720$7.4M0.20%
116ISHARES TR46428724268,120$7.4M0.20%
117INVESCO EXCHANGE TRADED FD TIVZ182,789$7.4M0.20%
118ISHARES TR46434V860144,798$7.3M0.20%
119VERIZON COMMUNICATIONS INCVZ160,858$7.3M0.20%
120J P MORGAN EXCHANGE TRADED F46641Q159156,885$7.2M0.20%
121SSGA ACTIVE ETF TR78467V608172,617$7.1M0.19%
122QUALCOMM INCQCOM46,215$7.1M0.19%
123VANGUARD INTL EQUITY INDEX F922042775116,792$7.1M0.19%
124LOCKHEED MARTIN CORPLMT15,544$6.9M0.19%
125AMERICAN CENTY ETF TR025072703104,569$6.9M0.19%
126ISHARES TR46435G32697,309$6.7M0.18%
127INVESCO EXCH TRADED FD TR IIIVZ71,203$6.6M0.18%
128SPDR SER TR78464A649257,368$6.6M0.18%
129AMERICAN CENTY ETF TR02507287772,256$6.3M0.17%
130ISHARES TR46428767149,494$6.3M0.17%
131ISHARES TR46428710122,986$6.2M0.17%
132ISHARES TR46428857059,867$6.1M0.17%
133MERCK & CO INCMRK68,071$6.1M0.17%
134AMERICAN CENTY ETF TR025072372127,888$6.0M0.16%
135VANGUARD INTL EQUITY INDEX F922042858132,696$6.0M0.16%
136ISHARES TR46429B69763,692$6.0M0.16%
137ISHARES TR46428761416,463$5.9M0.16%
138UBER TECHNOLOGIES INCUBER81,058$5.9M0.16%
139SELECT SECTOR SPDR TR81369Y88673,977$5.8M0.16%
140EQUITY RESIDENTIALEQR81,272$5.8M0.16%
141ISHARES TR46428744060,093$5.7M0.16%
142VANGUARD INTL EQUITY INDEX F92204274249,040$5.7M0.15%
143PEPSICO INCPEP37,716$5.7M0.15%
144SELECT SECTOR SPDR TR81369Y80327,346$5.6M0.15%
145ADVANCED MICRO DEVICES INCAMD54,711$5.6M0.15%
146VANGUARD SCOTTSDALE FDS92206C40970,869$5.6M0.15%
147SCHWAB STRATEGIC TR808524888154,691$5.6M0.15%
148FRANKLIN TEMPLETON ETF TRFGDL230,005$5.5M0.15%
149INTERNATIONAL BUSINESS MACHSINTR22,051$5.5M0.15%
150VANGUARD SCOTTSDALE FDS92206C10292,046$5.4M0.15%
151VANGUARD INDEX FDS92290862920,790$5.4M0.15%
152GOLDMAN SACHS GROUP INCGSCE9,828$5.4M0.15%
153VANGUARD SCOTTSDALE FDS92206C87065,324$5.3M0.14%
154SCHWAB STRATEGIC TR808524797190,102$5.3M0.14%
155CATERPILLAR INCCAT15,719$5.2M0.14%
156J P MORGAN EXCHANGE TRADED F46641Q274109,645$5.2M0.14%
157GOLDMAN SACHS ETF TRNVGLF51,092$5.1M0.14%
158SPDR INDEX SHS FDS78463X509128,751$5.1M0.14%
159INVESCO EXCHANGE TRADED FD TIVZ132,839$5.0M0.14%
160RESMED INCRSMDF22,362$5.0M0.14%
161CITIGROUP INCC-PR68,510$4.9M0.13%
162ISHARES TR46429B74746,830$4.8M0.13%
163SPDR SER TR78468R606206,833$4.8M0.13%
164NEXTERA ENERGY INCNEE-PW68,169$4.8M0.13%
165ISHARES TR46428866140,717$4.8M0.13%
166ISHARES TR46435G42539,419$4.8M0.13%
167AMGEN INCAMGN15,355$4.8M0.13%
168DIMENSIONAL ETF TRUST25434V807120,625$4.7M0.13%
169PRUDENTIAL FINL INCPUKPF41,797$4.7M0.13%
170ISHARES TR46435G193199,668$4.6M0.12%
1713M COMMM31,151$4.6M0.12%
172PGIM ETF TR69344A10791,992$4.6M0.12%
173SELECT SECTOR SPDR TR81369Y60591,841$4.6M0.12%
174ISHARES TR46428766349,312$4.6M0.12%
175ISHARES TR46428943821,564$4.5M0.12%
176REGENERON PHARMACEUTICALSREGN7,148$4.5M0.12%
177WASTE MGMT INC DEL94106L10919,465$4.5M0.12%
178INTUITIVE SURGICAL INCISRG9,053$4.5M0.12%
179VANGUARD INDEX FDS92290861123,976$4.5M0.12%
180SPDR S&P MIDCAP 400 ETF TRMDY8,326$4.4M0.12%
181SPDR SER TR78464A375132,498$4.4M0.12%
182PACER FDS TR69374H88180,292$4.4M0.12%
183VANGUARD INDEX FDS92290851227,318$4.4M0.12%
184VANGUARD INDEX FDS92290853817,919$4.4M0.12%
185VANGUARD SCOTTSDALE FDS92206C71452,672$4.3M0.12%
186GILEAD SCIENCES INCGILD38,560$4.3M0.12%
187ADOBE INCADBE11,181$4.3M0.12%
188SCHWAB STRATEGIC TR808524649165,158$4.2M0.11%
189SERVICENOW INCNOW5,248$4.2M0.11%
190ORACLE CORPORCL-PD29,563$4.1M0.11%
191AECOMACM44,560$4.1M0.11%
192SELECT SECTOR SPDR TR81369Y50643,096$4.0M0.11%
193CHORD ENERGY CORPORATIONCHRD35,642$4.0M0.11%
194VANGUARD INDEX FDS92290859515,939$4.0M0.11%
195MARQETA INCMQ971,323$4.0M0.11%
196ZOETIS INCZTS24,087$4.0M0.11%
197ISHARES TR46428723490,428$4.0M0.11%
198FIRST TR EXCHANGE TRADED FD33738R50667,444$3.9M0.11%
199C3 AI INCAI187,336$3.9M0.11%
200J P MORGAN EXCHANGE TRADED F46654Q72465,975$3.9M0.11%
201COMCAST CORP NEWCCZ105,868$3.9M0.11%
202ISHARES TR46428776263,963$3.9M0.11%
203VANGUARD WHITEHALL FDS92194640630,033$3.9M0.10%
204ISHARES TR46436E61989,339$3.9M0.10%
205SCHWAB STRATEGIC TR808524706140,186$3.9M0.10%
206SPDR SER TR78464A85458,418$3.8M0.10%
207BRISTOL-MYERS SQUIBB COCELG-RI62,298$3.8M0.10%
208WISDOMTREE TRWT47,345$3.8M0.10%
209SCHWAB STRATEGIC TR808524839163,109$3.8M0.10%
210SPDR SER TR78464A50873,479$3.8M0.10%
211VANGUARD INTL EQUITY INDEX F92204271832,004$3.7M0.10%
212ISHARES TR46428757238,360$3.7M0.10%
213J P MORGAN EXCHANGE TRADED F46654Q60950,004$3.7M0.10%
214VANGUARD WHITEHALL FDS92194688556,731$3.6M0.10%
215MORGAN STANLEYMS-PQ30,728$3.6M0.10%
216AMERIPRISE FINL INC03076C1067,400$3.6M0.10%
217APPLIED MATLS INC03822210524,579$3.6M0.10%
218NIKE INCNKE55,992$3.6M0.10%
219KLA CORPKLAC5,221$3.5M0.10%
220AT&T INCT-PC124,986$3.5M0.10%
221J P MORGAN EXCHANGE TRADED F46641Q26691,844$3.5M0.10%
222ISHARES TR46428759818,643$3.5M0.09%
223J P MORGAN EXCHANGE TRADED F46641Q16753,328$3.4M0.09%
224ENTERPRISE PRODS PARTNERS L29379210798,842$3.4M0.09%
225NORFOLK SOUTHN CORP65584410814,222$3.4M0.09%
226INTEL CORPINTC147,676$3.4M0.09%
227J P MORGAN EXCHANGE TRADED F46641Q33258,597$3.3M0.09%
228ISHARES TR46434V80391,819$3.3M0.09%
229INVESCO EXCHANGE TRADED FD TIVZ33,209$3.3M0.09%
230INVESCO EXCH TRADED FD TR IIIVZ83,918$3.3M0.09%
231SERIES PORTFOLIOS TR81752T528122,915$3.3M0.09%
232AMERICAN CENTY ETF TR02507260454,112$3.3M0.09%
233VANGUARD SCOTTSDALE FDS92206C84756,287$3.2M0.09%
234VANGUARD BD INDEX FDS92193781942,153$3.2M0.09%
235INTUITINTU5,242$3.2M0.09%
236BLACKROCK ETF TRUSTBLK53,085$3.2M0.09%
237GOLDMAN SACHS ETF TRNVGLF42,089$3.2M0.09%
238STARBUCKS CORPSBUX32,451$3.2M0.09%
239VANGUARD CHARLOTTE FDS92203J40763,909$3.1M0.08%
240MICROSTRATEGY INCSTRK10,811$3.1M0.08%
241CLOUDFLARE INCNET27,600$3.1M0.08%
242UNITED PARCEL SERVICE INCUPS28,195$3.1M0.08%
243DIMENSIONAL ETF TRUST25434V69088,587$3.1M0.08%
244ALTRIA GROUP INCMO51,290$3.1M0.08%
245SCHWAB STRATEGIC TR808524508117,236$3.1M0.08%
246CROWDSTRIKE HLDGS INCCRWD8,697$3.1M0.08%
247LAM RESEARCH CORPLRCX41,866$3.0M0.08%
248SCHWAB STRATEGIC TR808524847141,492$3.0M0.08%
249PFIZER INCPFE118,361$3.0M0.08%
250SPDR SER TR78464A76322,016$3.0M0.08%
251SCHWAB STRATEGIC TR808524607127,230$3.0M0.08%
252HONEYWELL INTL INC43851610614,072$3.0M0.08%
253LINDE PLCLIN6,368$3.0M0.08%
254GE AEROSPACE36960430114,658$2.9M0.08%
255SPDR SER TR78464A63117,942$2.9M0.08%
256VANGUARD STAR FDS92190976846,197$2.9M0.08%
257INVESCO EXCH TRADED FD TR IIIVZ26,142$2.8M0.08%
258THE CIGNA GROUP1255231008,439$2.8M0.08%
259ARISTA NETWORKS INCANET35,735$2.8M0.07%
260INVESCO EXCH TRADED FD TR IIIVZ133,181$2.8M0.07%
261SPDR SER TR78464A284108,840$2.7M0.07%
262PALO ALTO NETWORKS INCPANW16,021$2.7M0.07%
263VANGUARD SCOTTSDALE FDS92206C57335,186$2.7M0.07%
264SHERWIN WILLIAMS COSHW7,708$2.7M0.07%
265ISHARES INC46428652522,848$2.7M0.07%
266MARSH & MCLENNAN COS INC57174810210,808$2.6M0.07%
267ISHARES TR46428815824,967$2.6M0.07%
268VANGUARD INDEX FDS92290855329,090$2.6M0.07%
269INTERCONTINENTAL EXCHANGE IN45866F10415,172$2.6M0.07%
270VERTEX PHARMACEUTICALS INCVRTX5,280$2.6M0.07%
271SCHWAB STRATEGIC TR808524771108,110$2.6M0.07%
272CHUBB LIMITEDCB8,424$2.5M0.07%
273MICRON TECHNOLOGY INCMU29,224$2.5M0.07%
274BITWISE BITCOIN ETF TRBITB56,242$2.5M0.07%
275FRANKLIN TEMPLETON ETF TRFGDL47,606$2.5M0.07%
276AMETEK INCAME14,476$2.5M0.07%
277BLACKROCK INCBLK2,592$2.5M0.07%
278ISHARES TR46428717621,562$2.4M0.06%
279EMERSON ELEC COEMR21,715$2.4M0.06%
280SOUTHERN COSOMN25,557$2.3M0.06%
281SCHWAB STRATEGIC TR80852487084,765$2.3M0.06%
282DARLING INGREDIENTS INCDAR72,840$2.3M0.06%
283JONES LANG LASALLE INCJLL9,141$2.3M0.06%
284SHELL PLCRYDAF30,825$2.3M0.06%
285FREEPORT-MCMORAN INCFCX59,576$2.3M0.06%
286PHILIP MORRIS INTL INC71817210914,087$2.2M0.06%
287ISHARES TR46428985929,076$2.2M0.06%
288ISHARES TR46428775416,965$2.2M0.06%
289ILLINOIS TOOL WKS INC4523081098,885$2.2M0.06%
290S&P GLOBAL INCSPGI4,317$2.2M0.06%
291ISHARES TR46428837240,000$2.2M0.06%
292SCHWAB STRATEGIC TR80852410299,585$2.1M0.06%
293J P MORGAN EXCHANGE TRADED F46641Q64742,840$2.1M0.06%
294SEI EXCHANGE TRADED FUNDS81589A70079,367$2.1M0.06%
295TEXAS INSTRS INC88250810411,587$2.1M0.06%
296ALPS ETF TR00162Q45240,034$2.1M0.06%
297GRAINGER W W INC3848021042,094$2.1M0.06%
298CUMMINS INCCMI6,588$2.1M0.06%
299REGIONS FINANCIAL CORP NEWRF-PF94,990$2.1M0.06%
300FIFTH THIRD BANCORPFITBM52,268$2.0M0.06%
301JANUS DETROIT STR TR47103U84540,359$2.0M0.06%
302MANAGER DIRECTED PORTFOLIOS56170L695201,413$2.0M0.06%
303ISHARES TR46436E76743,736$2.0M0.06%
304INVESCO EXCH TRADED FD TR IIIVZ26,939$2.0M0.05%
305TRACTOR SUPPLY COTSCO36,458$2.0M0.05%
306ACCENTURE PLC IRELANDACN6,383$2.0M0.05%
307SELECT SECTOR SPDR TR81369Y70414,980$2.0M0.05%
308CARRIER GLOBAL CORPORATIONCARR30,364$1.9M0.05%
309COLGATE PALMOLIVE COCL20,492$1.9M0.05%
310MERCADOLIBRE INCMELI975$1.9M0.05%
311ISHARES TR46434V40744,548$1.9M0.05%
312NOVARTIS AGNVSEF16,896$1.9M0.05%
313ISHARES TR46435G47469,661$1.9M0.05%
314INVESCO CURRENCYSHARES EUROFXE18,663$1.9M0.05%
315CORE SCIENTIFIC INC NEW21874A130258,157$1.9M0.05%
316FIRST TR MID CAP CORE ALPHAD33735B10816,983$1.9M0.05%
317NUSHARES ETF TRNU83,128$1.8M0.05%
318SCHWAB STRATEGIC TR80852475550,895$1.8M0.05%
319UNION PAC CORPUNP7,780$1.8M0.05%
320DIMENSIONAL ETF TRUST25434V62529,945$1.8M0.05%
321GENERAL DYNAMICS CORPGD6,716$1.8M0.05%
322LYONDELLBASELL INDUSTRIES NLYB25,955$1.8M0.05%
323YUM BRANDS INCYUM11,565$1.8M0.05%
324VERTIV HOLDINGS COVRT25,189$1.8M0.05%
325TJX COS INC NEW87254010914,930$1.8M0.05%
326WATSCO INCWSO-B3,534$1.8M0.05%
327INVESCO EXCHANGE TRADED FD TIVZ38,970$1.8M0.05%
328VANECK ETF TRUST92189F6768,401$1.8M0.05%
329EATON CORP PLCETN6,511$1.8M0.05%
330ELEVANCE HEALTH INCELV4,063$1.8M0.05%
331ISHARES TR46428715014,444$1.8M0.05%
332SPDR SER TR78468R85343,173$1.8M0.05%
333CAPITAL GROUP DIVIDEND VALUE14020W10649,239$1.8M0.05%
334VANECK ETF TRUST92189F30449,019$1.7M0.05%
335ATLASSIAN CORPORATIONTEAM8,176$1.7M0.05%
336ISHARES TR46435U54936,489$1.7M0.05%
337ISHARES TR46428754918,984$1.7M0.05%
338DBX ETF TR23305143247,490$1.7M0.05%
339SCHWAB STRATEGIC TR80852485468,566$1.7M0.05%
340INVESCO ACTVELY MNGD ETC FDIVZ124,184$1.7M0.05%
341VANGUARD WORLD FD92191073316,954$1.7M0.04%
342FIRST TR EXCHANGE TRADED FD33737K20519,503$1.7M0.04%
343WILLIAMS COS INC96945710027,475$1.6M0.04%
344SEA LTDSE12,552$1.6M0.04%
345DIMENSIONAL ETF TRUST25434V74059,783$1.6M0.04%
346SPDR SER TR78464A30020,624$1.6M0.04%
347MARTIN MARIETTA MATLS INC5732841063,377$1.6M0.04%
348ETFS GOLD TR00326A10454,108$1.6M0.04%
349SPDR SER TR78464A80523,616$1.6M0.04%
350L3HARRIS TECHNOLOGIES INCLHX7,658$1.6M0.04%
351SPDR SER TR78464A78926,473$1.6M0.04%
352SPDR SER TR78464A39178,421$1.6M0.04%
353ISHARES INC46434G86345,030$1.6M0.04%
354ISHARES BITCOIN TRUST ETFIBIT33,589$1.6M0.04%
355SPDR INDEX SHS FDS78463X20228,868$1.6M0.04%
356STRYKER CORPORATIONSYK4,209$1.6M0.04%
357JOHNSON CTLS INTL PLCG5150210519,513$1.6M0.04%
358ISHARES TR46434V29025,087$1.6M0.04%
359DUKE ENERGY CORP NEWDUKB12,737$1.6M0.04%
360BLACKROCK ETF TRUST IIBLK31,361$1.6M0.04%
361ISHARES TR46428716811,504$1.5M0.04%
362KRYSTAL BIOTECH INCKRYS8,491$1.5M0.04%
363GRAYSCALE BITCOIN TRUST ETFGBTC23,259$1.5M0.04%
364ISHARES TR46428827323,799$1.5M0.04%
365PNC FINL SVCS GROUP INC6934751058,526$1.5M0.04%
366FIRST TR EXCHANGE-TRADED FD33739Q20030,124$1.5M0.04%
367VANGUARD WORLD FD92204A5045,579$1.5M0.04%
368ISHARES TR46435G10217,643$1.5M0.04%
369AMERICAN ELEC PWR CO INC02553710113,331$1.5M0.04%
370DIMENSIONAL ETF TRUST25434V68243,018$1.4M0.04%
371CHARTER COMMUNICATIONS INC N16119P1083,891$1.4M0.04%
372ASTRAZENECA PLCAZN19,476$1.4M0.04%
373FORTINET INCFTNT14,860$1.4M0.04%
374VANGUARD SCOTTSDALE FDS92206C68015,222$1.4M0.04%
375ISHARES TR46428867912,646$1.4M0.04%
376OTIS WORLDWIDE CORPOTIS13,477$1.4M0.04%
377COINBASE GLOBAL INCCOIN8,065$1.4M0.04%
378ISHARES TR46436E75920,609$1.4M0.04%
379NORTHROP GRUMMAN CORPNOC2,706$1.4M0.04%
380BANK MARIN BANCORP06342510262,479$1.4M0.04%
381J P MORGAN EXCHANGE TRADED F46641Q21724,558$1.4M0.04%
382BOSTON SCIENTIFIC CORPBSX13,532$1.4M0.04%
383SPDR SER TR78464A40916,917$1.4M0.04%
384ECOLAB INCECL5,313$1.3M0.04%
385BROADSTONE NET LEASE INCBNL78,882$1.3M0.04%
386DIMENSIONAL ETF TRUST25434V88050,895$1.3M0.04%
387PROGRESSIVE CORP7433151034,696$1.3M0.04%
388JOHN HANCOCK EXCHANGE TRADED47804J20623,058$1.3M0.04%
389ISHARES TR46434V26639,207$1.3M0.04%
390BOEING COBA-PA7,691$1.3M0.04%
391DIMENSIONAL ETF TRUST25434V73249,276$1.3M0.04%
392BLACKSTONE SECD LENDING FDBX40,273$1.3M0.04%
393MATSON INCMATX10,054$1.3M0.03%
394J P MORGAN EXCHANGE TRADED F46641Q19120,829$1.3M0.03%
395ISHARES TR46428986722,337$1.3M0.03%
396PAYPAL HLDGS INCPYPL19,706$1.3M0.03%
397BOOKING HOLDINGS INCBKNG278$1.3M0.03%
398GE VERNOVA INCGEV4,155$1.3M0.03%
399TRANSMEDICS GROUP INCTMDX18,820$1.3M0.03%
400CADENCE DESIGN SYSTEM INCCDNS4,973$1.3M0.03%
401SPDR DOW JONES INDL AVERAGE78467X1092,990$1.3M0.03%
402VANECK ETF TRUST92189F48649,037$1.3M0.03%
403GARTNER INCIT2,977$1.2M0.03%
404HERSHEY COHSY7,293$1.2M0.03%
405VANGUARD WORLD FD92191072521,093$1.2M0.03%
406MEDTRONIC PLCMDT13,735$1.2M0.03%
407INVESCO EXCH TRADED FD TR IIIVZ24,421$1.2M0.03%
408SUPER MICRO COMPUTER INCSMCI35,171$1.2M0.03%
409HESS CORPHESM7,464$1.2M0.03%
410FIDELITY COVINGTON TRUST31609284024,008$1.2M0.03%
411SCHLUMBERGER LTDSLB28,453$1.2M0.03%
412GOLDMAN SACHS ETF TRNVGLF23,489$1.2M0.03%
413EAGLE MATLS INC26969P1085,335$1.2M0.03%
414ASML HOLDING N VASMLF1,784$1.2M0.03%
415ISHARES INC46434G82217,159$1.2M0.03%
416LEGG MASON ETF INVT52468L50536,158$1.2M0.03%
417GENERAL MLS INC37033410419,505$1.2M0.03%
418NEWMONT CORPNEMCL23,933$1.2M0.03%
419FIRST TR EXCHNG TRADED FD VI33740F75538,791$1.2M0.03%
420FIRST TR EXCHANGE-TRADED FD33738D78854,625$1.1M0.03%
421AMPHENOL CORP NEW03209510117,438$1.1M0.03%
422ONEOK INC NEWOKE11,526$1.1M0.03%
423BANK HAWAII CORP06254010916,484$1.1M0.03%
424NUSHARES ETF TRNU53,977$1.1M0.03%
425ISHARES TR46432F87556,181$1.1M0.03%
426VANGUARD INDEX FDS9229086374,365$1.1M0.03%
427SPDR INDEX SHS FDS78463X54120,888$1.1M0.03%
428WISDOMTREE TRWT22,973$1.1M0.03%
429GOLDMAN SACHS ETF TRNVGLF14,353$1.1M0.03%
430AMERICAN TOWER CORP NEW03027X1005,054$1.1M0.03%
431CHIPOTLE MEXICAN GRILL INCCMG21,760$1.1M0.03%
432GOLDMAN SACHS ETF TRNVGLF23,164$1.1M0.03%
433FIRST TR EXCHANGE-TRADED FD33739Q30924,362$1.1M0.03%
434DIMENSIONAL ETF TRUST25434V79938,692$1.1M0.03%
435FIRST TR EXCHANGE-TRADED FD33738D40826,124$1.1M0.03%
436SIMON PPTY GROUP INC NEW8288061096,368$1.1M0.03%
437ISHARES TR46434V87820,808$1.1M0.03%
438SPDR SER TR78464A69818,554$1.1M0.03%
439ISHARES TR46428864619,910$1.0M0.03%
440SPDR SER TR78468R62210,922$1.0M0.03%
441SAP SESAPGF3,873$1.0M0.03%
442T-MOBILE US INCTMUSZ3,892$1.0M0.03%
443SNOWFLAKE INCSNOW7,080$1.0M0.03%
444J P MORGAN EXCHANGE TRADED F46654Q20319,882$1.0M0.03%
445GLOBAL X FDS37950E333114,774$1.0M0.03%
446SEMPRASREA14,417$1.0M0.03%
447CVS HEALTH CORPCVS15,160$1.0M0.03%
448RIO TINTO PLCRTNTF17,078$1.0M0.03%
449SELECT SECTOR SPDR TR81369Y4075,164$1.0M0.03%
450TARGET CORPTGT9,618$1.0M0.03%
451TOTALENERGIES SETTE15,439$998,7490.03%
452NOVO-NORDISK A SNONOF14,360$997,1360.03%
453KEURIG DR PEPPER INCKDP29,032$993,4840.03%
454AMERICAN HEALTHCARE REIT INCAHR32,563$986,6590.03%
455BARRICK GOLD CORP06790110850,723$986,0530.03%
456ISHARES TR46429B68912,626$983,7870.03%
457AMPLIFY ETF TR03210866413,692$983,0410.03%
458TAIWAN SEMICONDUCTOR MFG LTD8740391005,903$979,9540.03%
459GLOBAL X FDS37954Y67325,597$965,7620.03%
460MONSTER BEVERAGE CORP NEWMNST16,285$952,9970.03%
461ISHARES TR46428868730,767$945,4700.03%
462VANGUARD SCOTTSDALE FDS92206C70615,882$943,4070.03%
463AGNICO EAGLE MINES LTDAEM8,668$939,7340.03%
464WISDOMTREE TRWT49,458$939,7040.03%
465DANAHER CORPORATION2358511024,582$939,3190.03%
466ANNALY CAPITAL MANAGEMENT INNLY-PJ46,018$934,6320.03%
467ISHARES INC46428653315,931$929,4230.03%
468REDFIN CORP75737F108100,304$923,8000.03%
469SPDR SER TR78468R73919,309$919,1300.02%
470SEI EXCHANGE TRADED FUNDS81589A30428,141$913,4570.02%
471BRIXMOR PPTY GROUP INC11120U10534,301$910,6910.02%
472PIMCO ETF TR72201R8338,989$904,4730.02%
473GENERAL MTRS CO37045V10019,227$904,2350.02%
474ISHARES TR46428760610,837$902,4640.02%
475PROLOGIS INC.PLDGP8,018$896,2880.02%
476VANECK ETF TRUST92189H30037,354$891,2660.02%
477EQUINIX INCEQIX1,090$888,1860.02%
478INVESCO DB MULTI-SECTOR COMMIVZ33,652$886,3970.02%
479CORTEVA INCCTVA14,034$883,1380.02%
480BLOCK INCBSQKZ16,204$880,3790.02%
481DOW INCDOW25,202$880,0380.02%
482SEI EXCHANGE TRADED FUNDS81589A20524,395$879,6840.02%
483LOWES COS INC5486611073,709$865,1390.02%
484DUPONT DE NEMOURS INCDD11,584$865,0770.02%
485INVESCO EXCHANGE TRADED FD TIVZ13,031$864,4950.02%
486NRG ENERGY INCNRG9,049$863,8220.02%
487MONDELEZ INTL INC60920710512,731$863,7810.02%
488US BANCORP DELUSB-PS20,241$854,5720.02%
489ARIS WATER SOLUTIONS INC04041L10626,527$849,9250.02%
490FEDEX CORPFDX3,486$849,8840.02%
491PACER FDS TR69374H64242,038$843,2750.02%
492SEI EXCHANGE TRADED FUNDS81589A50235,348$840,5750.02%
493CORNING INCGLW18,348$839,9850.02%
494AES CORPAES66,841$830,1710.02%
495REALTY INCOME CORPO14,307$829,9520.02%
496JANUS DETROIT STR TR47103U75317,050$829,8240.02%
497CONOCOPHILLIPSCOP7,893$828,8940.02%
498HA SUSTAINABLE INFRA CAP INC41068X10028,282$826,9560.02%
499WP CAREY INC92936U10913,063$824,4090.02%
500MARKEL GROUP INCMKL436$815,1500.02%