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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

LRI Investments, LLC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001965796-24-000005

Total Value
$745.8M
Positions
1,371
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARES MANAGEMENT CORPORATION CL A COM STKARES-PB1,888,901$264.7M35.98%
2DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,373,643$75.1M10.20%
3DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880997,071$25.8M3.51%
4DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203805,080$24.5M3.32%
5WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT339,347$24.2M3.29%
6ASSURED GUARANTY LTD COMAGO292,882$23.0M3.12%
7WISDOMTREE INTERNATIONAL EQUITY FUNDWT398,926$22.2M3.02%
8AMAZON COM INC COMAMZN79,047$14.7M2.00%
9WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT206,665$13.6M1.85%
10DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781453,105$12.6M1.72%
11VANGUARD REAL ESTATE ETF922908553134,850$11.2M1.52%
12MICROSOFT CORP COMMSFT23,591$9.8M1.33%
13APPLE INC COMAAPL48,519$9.0M1.23%
14RTX CORPORATION COMRTX70,447$7.5M1.01%
15NVIDIA CORPORATION COMNVDA5,785$5.2M0.71%
16DIMENSIONAL US LARGE CAP VALUE ETF25434V666171,998$5.1M0.69%
17SPDR S&P 500 ETF TRUSTSPY9,346$4.9M0.66%
18EXXON MOBIL CORP COMXOM36,836$4.3M0.59%
19CARRIER GLOBAL CORPORATION COMCARR58,750$3.8M0.51%
20DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658123,496$3.1M0.42%
21VANGUARD S&P 500 ETF9229083636,234$3.0M0.41%
22SHOPIFY INC CL ASHOP48,332$2.8M0.39%
23OTIS WORLDWIDE CORP COMOTIS29,164$2.8M0.38%
24META PLATFORMS INC CL AMETA5,779$2.7M0.37%
25COCA COLA CO COMKO42,494$2.7M0.37%
26DIMENSIONAL U.S. EQUITY ETF25434V40140,545$2.3M0.31%
27M & T BK CORP COM55261F10414,939$2.3M0.31%
28ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860449,151$2.2M0.30%
29ACCENTURE PLC IRELAND SHS CLASS AACN6,822$2.1M0.29%
30ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830729,940$2.0M0.28%
31CHEVRON CORP NEW COMCVX12,074$2.0M0.27%
32BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,821$2.0M0.27%
33ALPHABET INC CAP STK CL AGOOG11,647$2.0M0.27%
34DIMENSIONAL US CORE EQUITY MARKET ETF25434V10453,767$2.0M0.27%
35JPMORGAN CHASE & CO COMVYLD9,692$1.9M0.26%
36THE CIGNA GROUP COM1255231005,244$1.8M0.25%
37VANGUARD DIVIDEND APPRECIATION ETF9219088449,722$1.8M0.24%
38ELI LILLY & CO COMLLY2,190$1.7M0.23%
39ISHARES MORNINGSTAR MID-CAP VALUE ETF46428840622,791$1.6M0.22%
40VANGUARD TOTAL STOCK MARKET ETF9229087696,269$1.6M0.22%
41WALMART INC COMWMT26,528$1.6M0.22%
42PROCTER AND GAMBLE CO COM7427181099,545$1.6M0.22%
43JOHNSON & JOHNSON COMJNJ10,242$1.5M0.21%
44ALPHABET INC CAP STK CL CGOOG8,420$1.4M0.20%
45TORONTO DOMINION BK ONT COM NEWTORO22,991$1.3M0.18%
46UNITEDHEALTH GROUP INC COMUNH2,544$1.3M0.18%
47LOCKHEED MARTIN CORP COMLMT2,669$1.3M0.17%
48JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20323,000$1.2M0.17%
49JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33221,062$1.2M0.16%
50PACER GLOBAL CASH COWS DIVIDEND ETF69374H70933,582$1.2M0.16%
51BROADCOM INC COMAVGO866$1.2M0.16%
52WP CAREY INC COM92936U10919,663$1.2M0.16%
53TPI COMPOSITES INC COMTPICQ296,663$1.2M0.16%
54VANGUARD GROWTH ETF9229087363,319$1.1M0.16%
55NETFLIX INC COMNFLX1,851$1.1M0.16%
56PROLOGIS INC. COMPLDGP10,509$1.1M0.15%
57ISHARES MORNINGSTAR SMALL CAP VALUE ETF46428870318,321$1.1M0.15%
58HOME DEPOT INC COMHD3,145$1.1M0.15%
59WEBSTER FINL CORP COM94789010922,975$1.0M0.14%
60PALO ALTO NETWORKS INC COMPANW3,299$997,1860.14%
61REALTY INCOME CORP COMO17,667$970,9780.13%
62DEERE & CO COMDE2,274$927,6350.13%
63PEPSICO INC COMPEP5,036$911,0740.12%
64TRAVELERS COMPANIES INC COMTRV4,172$903,5860.12%
65MCDONALDS CORP COMMCD3,304$896,4970.12%
66FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10850,449$869,7360.12%
67SPDR S&P 600 SMALL CAP GROWTH ETF78464A20110,000$868,2000.12%
68ABBVIE INC COMABBV5,377$867,1950.12%
69ELEVANCE HEALTH INC COMELV1,588$855,5670.12%
70CVS HEALTH CORP COMCVS15,077$851,4260.12%
71DIMENSIONAL US CORE EQUITY 1 ETF25434V62514,369$834,6950.11%
72NOVO-NORDISK A S ADRNONOF6,277$831,1610.11%
73MEDTRONIC PLC SHSMDT9,846$822,3380.11%
74BLACKSTONE INC COMBX6,727$821,5940.11%
75HONEYWELL INTL INC COM4385161063,997$814,5890.11%
76MICROSOFT CORP COMMSFT1,936$800,9620.11%
77SUPER MICRO COMPUTER INC COMSMCI1,000$782,7600.11%
78SERVICENOW INC COMNOW1,053$769,1370.10%
79MASTERCARD INCORPORATED CL AMA1,671$764,9420.10%
80VERIZON COMMUNICATIONS INC COMVZ18,800$762,1340.10%
81ENTERPRISE PRODS PARTNERS L P COM29379210726,223$754,4440.10%
82AMGEN INC COMAMGN2,394$738,3390.10%
83CISCO SYS INC COMCSCO14,961$728,3030.10%
84ISHARES EMERGING MARKETS DIVIDEND ETF46428631925,000$719,2500.10%
85GOLDMAN SACHS GROUP INC COMGSCE1,585$718,9630.10%
86MERCADOLIBRE INC COMMELI409$685,3590.09%
87KRAFT HEINZ CO COMKHC18,378$670,6130.09%
88VANGUARD SHORT-TERM TREASURY ETF92206C10211,365$656,2150.09%
89CORNING INC COMGLW19,112$655,1590.09%
90INTERNATIONAL BUSINESS MACHS COMINTR3,814$639,0260.09%
91ORACLE CORP COMORCL-PD5,480$637,7370.09%
92VISA INC COM CL AV2,270$634,3170.09%
93PHILIP MORRIS INTL INC COM7181721096,149$610,5000.08%
94EMERSON ELEC CO COMEMR5,277$605,9050.08%
95BANK AMERICA CORP COM06050510415,757$602,0830.08%
96AMAZON COM INC COMAMZN3,226$601,8750.08%
97INVESCO QQQ TRUST SERIES IIVZ1,337$592,3980.08%
98ISHARES MORNINGSTAR GROWTH ETF4642871197,480$565,0390.08%
99KEYCORP COM49326710837,553$558,7890.08%
100SALESFORCE INC COMCRM1,991$552,4770.08%
101DANAHER CORPORATION COM2358511022,189$550,6700.07%
102MERCK & CO INC COMMRK4,149$536,4240.07%
103GENERAL DYNAMICS CORP COMGD1,801$528,6480.07%
104CATERPILLAR INC COMCAT1,469$523,8900.07%
105ASML HOLDING N V N Y REGISTRY SHSASMLF568$521,2850.07%
106EATON CORP PLC SHSETN1,564$513,9470.07%
107CHARLES RIV LABS INTL INC COM1598641072,224$508,0280.07%
108NEXTERA ENERGY INC COMNEE-PW6,646$495,6590.07%
109ADOBE INC COMADBE1,025$495,0060.07%
110SPDR S&P DIVIDEND ETF78464A7633,743$491,5680.07%
111WELLTOWER INC COMWELL4,935$490,9340.07%
112CORTEVA INC COMCTVA8,366$479,3630.07%
113DISNEY WALT CO COM2546871064,423$468,0960.06%
114BLACKROCK INC COMBLK592$467,7550.06%
115NVIDIA CORPORATION COMNVDA514$464,6510.06%
116PARKER-HANNIFIN CORP COMPH839$462,3140.06%
117LOWES COS INC COM5486611071,972$459,3840.06%
118MARTIN MARIETTA MATLS INC COM573284106736$447,5250.06%
119AT&T INC COMT-PC24,631$425,1310.06%
120ISHARES RUSSELL 1000 VALUE ETF4642875982,405$424,9640.06%
121VANGUARD TOTAL BOND MARKET ETF9219378355,942$424,5100.06%
122TJX COS INC NEW COM8725401094,298$424,4280.06%
123WELLS FARGO CO NEW COM9497461016,858$420,1290.06%
124COMCAST CORP NEW CL ACCZ10,438$414,3760.06%
125VANGUARD VALUE ETF9229087442,567$413,9870.06%
126INTUITIVE SURGICAL INC COM NEWISRG1,084$412,9510.06%
127ISHARES RUSSELL 1000 GROWTH ETF4642876141,199$403,8950.05%
128WISDOMTREE US VALUE FUND OF BENEF INTERESTWT5,434$401,9530.05%
129FERRARI N V COMRACE958$389,2280.05%
130SHERWIN WILLIAMS CO COMSHW1,229$388,2040.05%
131FIRST CTZNS BANCSHARES INC N C CL A31946M103222$387,7810.05%
132NORTHROP GRUMMAN CORP COMNOC809$385,3750.05%
133ALTRIA GROUP INC COMMO8,459$381,0090.05%
134ECOLAB INC COMECL1,599$370,5680.05%
135APPLE INC COMAAPL1,982$369,2070.05%
136LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB5,292$364,8830.05%
137AVANTIS U.S. LARGE CAP VALUE ETF0250723495,687$358,6790.05%
138DIAGEO PLC SPON ADR NEWDGEAF2,507$357,4230.05%
139ENBRIDGE INC COMENNPF9,441$357,0830.05%
140SS&C TECHNOLOGIES HLDGS INC COMSSNC5,641$355,7210.05%
141ANSYS INC COM03662Q1051,084$355,7130.05%
142MARVELL TECHNOLOGY INC COMMRVL5,117$353,1750.05%
143DIMENSIONAL US MARKETWIDE VALUE ETF25434V7248,814$352,5600.05%
144PFIZER INC COMPFE12,394$352,4920.05%
145SPDR GOLD SHARESGLD1,615$349,2600.05%
146ARISTA NETWORKS INC COMANET1,119$346,8750.05%
147CHUBB LIMITED COMCB1,357$345,4110.05%
148KELLANOVA COMBEKE5,475$342,1330.05%
149ARCHER DANIELS MIDLAND CO COMADM5,428$339,9560.05%
150INTUIT COMINTU537$337,0160.05%
151CAPITAL ONE FINL CORP COM14040H1052,351$334,3120.05%
152COSTCO WHSL CORP NEW COM22160K105427$330,8660.04%
153ISHARES CORE S&P US VALUE ETF4642876633,703$330,3080.04%
154CACI INTL INC CL A127190304773$328,5300.04%
155SIMON PPTY GROUP INC NEW COM8288061092,223$326,7140.04%
156DEXCOM INC COMDXCM2,601$324,9950.04%
157SANOFI SPONSORED ADRSNYNF6,411$321,8950.04%
158QUALCOMM INC COMQCOM1,719$316,6270.04%
159WASTE MGMT INC DEL COM94106L1091,485$313,0680.04%
160TESLA INC COMTSLA1,814$311,8410.04%
161LENNAR CORP CL ALEN-B1,905$308,6290.04%
162LPL FINL HLDGS INC COM50212V1001,150$307,4980.04%
163INTEL CORP COMINTC9,903$302,1440.04%
164BROADCOM INC COMAVGO224$299,6020.04%
165API GROUP CORP COM STKAPG8,119$299,0230.04%
166CROWN HLDGS INC COMCCK3,518$295,8990.04%
167GE AEROSPACE COM NEW3696043011,850$295,0800.04%
168COLGATE PALMOLIVE CO COMCL3,100$292,8110.04%
169PUBLIC SVC ENTERPRISE GRP INC COM7445731063,951$290,3590.04%
170CLEAN HARBORS INC COMCLH1,359$288,2710.04%
171SYNOPSYS INC COMSNPS514$286,3260.04%
172BENTLEY SYS INC COM CL BBSY5,215$285,9910.04%
173TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,953$285,9550.04%
174ABBOTT LABS COMABLZF2,713$284,2410.04%
175TELEDYNE TECHNOLOGIES INC COMTDY724$282,9850.04%
176VANGUARD INFORMATION TECHNOLOGY ETF92204A702545$282,7350.04%
177UBER TECHNOLOGIES INC COMUBER4,258$281,1400.04%
178BOOKING HOLDINGS INC COMBKNG75$280,7850.04%
179JABIL INC COMJBL2,358$277,9200.04%
180TOTALENERGIES SE SPONSORED ADSTTE3,728$276,0960.04%
181AMERIPRISE FINL INC COM03076C106638$275,7200.04%
182CBRE GROUP INC CL ACBRE3,106$273,7320.04%
183LENNOX INTL INC COM526107107553$268,6300.04%
184NORDSON CORP COMNDSN973$266,2970.04%
185SBA COMMUNICATIONS CORP NEW CL ASBAC1,339$265,1620.04%
186LANTHEUS HLDGS INC COMLNTH3,391$264,0910.04%
187MICROCHIP TECHNOLOGY INC. COMMCHPP2,820$261,0090.04%
188THE TRADE DESK INC COM CL A88339J1052,981$260,9450.04%
189ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,350$258,3830.04%
190FREEPORT-MCMORAN INC CL BFCX4,907$255,3510.03%
191ASTRAZENECA PLC SPONSORED ADRAZN3,283$254,2030.03%
192ADVANCED MICRO DEVICES INC COMAMD1,687$254,0260.03%
193VANGUARD MEGA CAP VALUE ETF9219108402,141$253,6660.03%
194FRONTDOOR INC COMFTDR6,856$248,5990.03%
195CLOROX CO DEL COMCLX1,751$247,3810.03%
196LAMB WESTON HLDGS INC COMLW2,894$246,2790.03%
197AIR PRODS & CHEMS INC COMAIIR984$246,2560.03%
198UTILITIES SELECT SECTOR SPDR FUND81369Y8863,442$245,3110.03%
199WATSCO INC COMWSO-B508$243,7280.03%
200KENVUE INC COMKVUE11,957$243,4360.03%
201POOL CORP COMPOOL652$243,4180.03%
202AUTOMATIC DATA PROCESSING INC COMADP975$241,6050.03%
203RPM INTL INC COM7496851032,119$241,2060.03%
204COTERRA ENERGY INC COMCTRA8,582$240,0390.03%
205GENERAL MLS INC COM3703341043,393$239,6500.03%
206DOW INC COMDOW4,014$238,2980.03%
207PNC FINL SVCS GROUP INC COM6934751051,503$237,5490.03%
208SCOTTS MIRACLE-GRO CO CL ASMG3,396$236,9270.03%
209XYLEM INC COMXYL1,676$236,7690.03%
210US BANCORP DEL COM NEWUSB-PS5,698$236,4100.03%
211THOR INDS INC COM8851601012,247$235,4410.03%
212TERADYNE INC COMTER1,878$234,4680.03%
2133M CO COMMMM2,347$233,8340.03%
214AUTODESK INC COMADSK1,079$233,7650.03%
215NUCOR CORP COMNUE1,343$233,3120.03%
216COOPER COS INC COM2166485012,483$230,4970.03%
217SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNSPH12,485$230,0990.03%
218U HAUL HOLDING COMPANY COM SER NUHAL-B3,492$228,8310.03%
219ACI WORLDWIDE INC COMACIW6,214$226,5620.03%
220OMNICOM GROUP INC COMOMC2,329$224,2830.03%
221FAIR ISAAC CORP COMFICO168$223,8330.03%
222AIRBNB INC COM CL AABNB1,497$223,2480.03%
223NOVARTIS AG SPONSORED ADRNVSEF2,168$221,7050.03%
224REGENERON PHARMACEUTICALS COMREGN222$217,1520.03%
225VANGUARD LARGE-CAP ETF922908637896$214,1800.03%
226INSPERITY INC COMNSP2,048$213,9340.03%
227ENERGY TRANSFER L P COM UT LTD PTNET-PI13,490$213,4120.03%
228EQUIFAX INC COMEFX869$212,6430.03%
229BERKLEY W R CORP COMWRB-PH2,686$211,1460.03%
230ALCON AG ORD SHSALC2,592$209,7430.03%
231VANGUARD SMALL CAP VALUE ETF9229086111,108$208,8470.03%
232HUBSPOT INC COMHUBS348$208,2930.03%
233ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2,425$205,1780.03%
234L3HARRIS TECHNOLOGIES INC COMLHX918$202,5450.03%
235WINTRUST FINL CORP COM97650W1081,969$200,2140.03%
236TARGET CORP COMTGT1,243$199,9930.03%
237CSX CORP COMCSX5,724$197,5920.03%
238INTERACTIVE BROKERS GROUP INC COM CL A45841N1071,643$197,5510.03%
239DOLLAR GEN CORP NEW COM2566771051,431$197,3780.03%
240VERTEX PHARMACEUTICALS INC COMVRTX458$197,0700.03%
241WHITE MTNS INS GROUP LTD COMG9618E107109$196,8970.03%
242CADENCE DESIGN SYSTEM INC COMCDNS692$196,8460.03%
243ROLLINS INC COMROL4,235$196,5330.03%
244JOHNSON CTLS INTL PLC SHSG515021052,963$195,7360.03%
245ZEBRA TECHNOLOGIES CORPORATION CL AZBRA617$194,9740.03%
246CADENCE DESIGN SYSTEM INC COMCDNS669$190,3040.03%
247COSTCO WHSL CORP NEW COM22160K105245$189,9120.03%
248CONSTELLATION BRANDS INC CL ASTZ731$189,1610.03%
249NU HLDGS LTD ORD SHS CL ANU16,591$188,8060.03%
250ATMOS ENERGY CORP COMATO1,621$188,5710.03%
251ZURN ELKAY WATER SOLNS CORP COM98983L1085,782$188,2040.03%
252META PLATFORMS INC CL AMETA400$187,2040.03%
253OSHKOSH CORP COMOSK1,510$184,0840.03%
254AIR LEASE CORP CL AAIIR3,751$183,3490.02%
255CITIGROUP INC COM NEWC-PR2,864$181,5870.02%
256PINNACLE WEST CAP CORP COMPNW2,335$179,7020.02%
257SONY GROUP CORP SPONSORED ADRSNEJF2,342$178,3430.02%
258DOLBY LABORATORIES INC COM CL ADLB2,163$177,8420.02%
259VANGUARD SMALL-CAP ETF922908751790$176,0910.02%
260MANULIFE FINL CORP COM56501R1066,819$175,1900.02%
261AMERICAN EXPRESS CO COMAXP734$175,1690.02%
262DICKS SPORTING GOODS INC COM253393102900$174,8790.02%
263HILLMAN SOLUTIONS CORP COMHLMN18,287$173,9090.02%
264ILLINOIS TOOL WKS INC COM452308109693$173,4510.02%
265HENRY JACK & ASSOC INC COM4262811011,032$173,1080.02%
266EURONET WORLDWIDE INC COMEEFT1,517$173,0620.02%
267DISCOVER FINL SVCS COM2547091081,388$172,3480.02%
268MCKESSON CORP COMMCK311$172,3320.02%
269VANGUARD TAX-EXEMPT BOND ETF9229077463,417$171,6360.02%
270AMERICAN WTR WKS CO INC NEW COM0304201031,276$170,6930.02%
271NXP SEMICONDUCTORS N V COMNXPI636$167,8590.02%
272CHIPOTLE MEXICAN GRILL INC COMCMG52$167,6020.02%
273ASPEN TECHNOLOGY INC COM29109X106808$167,5240.02%
274CONOCOPHILLIPS COMCOP1,370$166,5650.02%
275PHILLIPS 66 COMPSX1,148$166,5520.02%
276FIRST HAWAIIAN INC COMFHB7,488$165,5600.02%
277BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A396$162,8430.02%
278ISHARES CORE HIGH DIVIDEND ETF46429B6631,460$161,4110.02%
279ALLEGION PLC ORD SHSALLE1,283$161,2750.02%
280TRANSDIGM GROUP INC COMTDG125$159,6320.02%
281DOLLAR TREE INC COMDLTR1,321$158,7840.02%
282LAM RESEARCH CORP COMLRCX175$158,1630.02%
283DELTA AIR LINES INC DEL COM NEWDAL2,963$157,0090.02%
284ISHARES SELECT DIVIDEND ETF4642871681,255$156,0970.02%
285ASGN INC COMASGN1,556$154,4020.02%
286APPLIED MATLS INC COM038222105744$153,8170.02%
287KIMBERLY-CLARK CORP COMKMB1,128$153,7590.02%
288BRIGHT HORIZONS FAM SOL IN DEL COM1091941001,361$153,4340.02%
289ALPHABET INC CAP STK CL AGOOG907$153,4100.02%
290FIRST AMERN FINL CORP COM31847R1022,740$153,1930.02%
291SITEONE LANDSCAPE SUPPLY INC COMSITE963$152,2790.02%
292CHEMED CORP NEW COMCHE267$151,6060.02%
293DUPONT DE NEMOURS INC COMDD1,921$151,4730.02%
294TRANE TECHNOLOGIES PLC SHSTT464$151,4480.02%
295LINDE PLC SHSLIN345$150,1940.02%
296SILICON MOTION TECHNOLOGY CORP SPONSORED ADRSIMO1,993$149,7050.02%
297GLADSTONE LD CORP COM37654910111,365$149,3360.02%
298MAKEMYTRIP LIMITED MAURITIUS SHSMMYT1,968$148,7810.02%
299ON SEMICONDUCTOR CORP COMON2,037$147,3360.02%
300CROWDSTRIKE HLDGS INC CL ACRWD460$146,8940.02%
301MODERNA INC COMMRNA1,162$146,0290.02%
302MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS60682210414,175$145,7190.02%
303SAIA INC COMSAIA362$145,6930.02%
304XCEL ENERGY INC COMXELLL2,603$145,3250.02%
305ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,250$143,1250.02%
306MARCUS & MILLICHAP INC COMMMI4,238$142,7780.02%
307AMPHENOL CORP NEW CL A0320951011,122$142,6480.02%
308VANGUARD MID-CAP GROWTH ETF922908538615$141,4130.02%
309SCHWAB CHARLES CORP COMSCHW-PJ1,882$140,5850.02%
310EXPONENT INC COMEXPO1,482$140,4130.02%
311XTRACKERS MSCI EAFE HEDGED EQUITY ETF2330512003,375$140,3660.02%
312BJS WHSL CLUB HLDGS INC COM05550J1011,788$140,3180.02%
313SPROUTS FMRS MKT INC COM85208M1021,824$138,7880.02%
314CATERPILLAR INC COMCAT387$138,0350.02%
315ISHARES S&P MID-CAP 400 VALUE ETF4642877051,180$137,5880.02%
316D R HORTON INC COM23331A109936$137,5200.02%
317MONDELEZ INTL INC CL A6092071051,891$135,6980.02%
318AVANTIS U.S. EQUITY ETF0250728851,529$135,4390.02%
319AVANGRID INC COM05351W1033,626$135,2500.02%
320MODINE MFG CO COM6078281001,331$134,7590.02%
321THERMO FISHER SCIENTIFIC INC COMTMO228$134,6800.02%
322CELSIUS HLDGS INC COM NEWCELH1,550$134,1950.02%
323BOSTON SCIENTIFIC CORP COMBSX1,840$133,9340.02%
324AXCELIS TECHNOLOGIES INC COM NEWACLS1,185$132,6850.02%
325CULLEN FROST BANKERS INC COMCFR-PB1,234$132,6670.02%
326GRAND CANYON ED INC COMLOPE899$132,0660.02%
327TEXAS INSTRS INC COM882508104701$131,6620.02%
328EXXON MOBIL CORP COMXOM1,115$131,4700.02%
329ISHARES MORNINGSTAR VALUE ETF4642881091,710$130,0110.02%
330MARRIOTT INTL INC NEW CL A571903202547$130,0010.02%
331UNITEDHEALTH GROUP INC COMUNH254$129,9820.02%
332ENCOMPASS HEALTH CORP COMEHC1,504$129,6010.02%
333OREILLY AUTOMOTIVE INC COM67103H107127$129,1010.02%
334LAM RESEARCH CORP COMLRCX143$128,9170.02%
335ALEXANDER & BALDWIN INC NEW COM0144911047,619$128,8370.02%
336UNION PAC CORP COMUNP518$127,2620.02%
337ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,260$127,1970.02%
338GMS INC COM36251C1031,348$127,0800.02%
339SPDR S&P MIDCAP 400 ETF TRUSTMDY232$126,9710.02%
340MONOLITHIC PWR SYS INC COM609839105180$126,5490.02%
341HDFC BANK LTD SPONSORED ADSHDB2,243$125,3840.02%
342CHOICE HOTELS INTL INC COM1699051061,064$125,1470.02%
343INTERCONTINENTAL EXCHANGE INC COM45866F104933$124,7790.02%
344EOG RES INC COMEOG958$123,9650.02%
345BOEING CO COMBA-PA693$123,7270.02%
346LENNAR CORP CL ALEN-B763$123,6140.02%
347WABTEC COM929740108748$123,3440.02%
348CINTAS CORP COMCTAS178$122,8400.02%
349FEDEX CORP COMFDX460$122,7360.02%
350KKR & CO INC COMKKRT1,222$122,4870.02%
351EQUITY LIFESTYLE PPTYS INC COM29472R1081,961$122,4350.02%
352WALGREENS BOOTS ALLIANCE INC COM9314271086,666$120,7880.02%
353MOODYS CORP COMMCO302$120,2030.02%
354MARRIOTT INTL INC NEW CL A571903202506$120,1750.02%
355ISHARES RUSSELL MIDCAP ETF4642874991,460$120,0850.02%
356YUM BRANDS INC COMYUM877$119,6050.02%
357DELL TECHNOLOGIES INC CL CDELL913$119,5730.02%
358PPL CORP COMPPLC4,088$119,2470.02%
359BRISTOL-MYERS SQUIBB CO COMCELG-RI2,642$119,0380.02%
360CITIZENS FINL GROUP INC COMCIA3,309$118,9250.02%
361ISHARES RUSSELL 2000 VALUE ETF464287630758$118,4750.02%
362ZOETIS INC CL AZTS703$118,0410.02%
363INTERNATIONAL BANCSHARES CORP COMINTR1,961$116,9930.02%
364ONTO INNOVATION INC COMONTO525$116,3510.02%
365CENCORA INC COMCOR521$116,1410.02%
366SKECHERS U S A INC CL A8305661051,673$114,1660.02%
367STARBUCKS CORP COMSBUX1,492$113,6940.02%
368ONEOK INC NEW COMOKE1,383$111,4700.02%
369WATTS WATER TECHNOLOGIES INC CL AWTS521$111,3530.02%
370ADAPTHEALTH CORP COMMON STOCKAHCO11,686$111,0170.02%
371AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728021,650$110,1380.01%
372ISHARES RUSSELL 2000 ETF464287655537$109,9450.01%
373WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDWT2,085$109,4830.01%
374SCHWAB US DIVIDEND EQUITY ETF8085247971,365$108,6140.01%
375INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704859$107,5040.01%
376ISHARES U.S. FINANCIALS ETF4642877881,132$107,1440.01%
377NIKE INC CL BNKE1,155$107,0920.01%
378HILLENBRAND INC COM4315711082,442$107,0330.01%
379MONGODB INC CL AMDB296$106,3760.01%
380SPDR PORTFOLIO EMERGING MARKETS ETF78463X5092,799$105,8580.01%
381BLUE OWL CAPITAL INC COM CL AOWL5,723$105,2460.01%
382GENERAL MTRS CO COM37045V1002,326$105,0650.01%
383RYMAN HOSPITALITY PPTYS INC COM78377T107996$104,5410.01%
384PACER US CASH COWS 100 ETF69374H8811,874$104,4570.01%
385ROPER TECHNOLOGIES INC COMROP200$104,3520.01%
386DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V7163,041$102,9440.01%
387T-MOBILE US INC COMTMUSZ615$100,4600.01%
388CME GROUP INC COMCME477$100,0550.01%
389PAR TECHNOLOGY CORP COMPAR2,390$99,0890.01%
390FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,364$98,4840.01%
391VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,603$97,9940.01%
392WALKER & DUNLOP INC COMWD999$97,9120.01%
393UNITED PARCEL SERVICE INC CL BUPS645$97,1370.01%
394GRAINGER W W INC COM384802104101$96,1890.01%
395ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V1001,960$96,0600.01%
396GCM GROSVENOR INC COM CL AGCMG10,000$95,3000.01%
397AUTOZONE INC COMAZO32$95,2180.01%
398SPOTIFY TECHNOLOGY S A SHSSPOT327$94,6110.01%
399GALLAGHER ARTHUR J & CO COM363576109375$93,5630.01%
400MAXIMUS INC COMMMS1,096$93,4870.01%
401GENTEX CORP COMGNTX2,693$93,4740.01%
402AMERICAN TOWER CORP NEW COM03027X100502$92,8700.01%
403GSK PLC SPONSORED ADRGLAXF2,038$92,0590.01%
404ISHARES U.S. HEALTHCARE ETF4642877621,525$91,7900.01%
405COMMERCE BANCSHARES INC COMCBSH1,605$90,4900.01%
406OLD DOMINION FREIGHT LINE INC COMODFL495$90,1000.01%
407ADOBE INC COMADBE186$89,8580.01%
408DOORDASH INC CL ADASH764$89,0470.01%
409ISHARES MSCI EMERGING MARKETS ETF4642872342,070$88,6370.01%
410SCHLUMBERGER LTD COM STKSLB1,813$88,3640.01%
411TRUIST FINL CORP COM89832Q1092,252$88,2330.01%
412NU HLDGS LTD ORD SHS CL ANU7,649$87,0460.01%
413CAMPBELL SOUP CO COMCPB1,865$86,2190.01%
414OREILLY AUTOMOTIVE INC COM67103H10785$86,0840.01%
415DANAHER CORPORATION COM235851102342$86,0510.01%
416UNILEVER PLC SPON ADR NEWUNLYF1,593$85,9210.01%
417ECOLAB INC COMECL369$85,5160.01%
418JPMORGAN CHASE & CO COMVYLD430$85,4540.01%
419CRANE COMPANY COMMON STOCKCR600$85,4160.01%
420TARO PHARMACEUTICAL INDS LTD SHSM8737E1082,000$84,3800.01%
421FORMFACTOR INC COMFORM1,530$84,1840.01%
422PAYPAL HLDGS INC COMPYPL1,293$82,6870.01%
423ISHARES FLOATING RATE BOND ETF46429B6551,615$82,3170.01%
424AMERICAN INTL GROUP INC COM NEW0268747841,029$81,2810.01%
425ISHARES 0-3 MONTH TREASURY BOND ETF46436E718808$81,1880.01%
426WILLIAMS COS INC COM9694571002,031$80,5490.01%
427CONSOLIDATED EDISON INC COMED821$80,2060.01%
428VISA INC COM CL AV287$80,1850.01%
429GXO LOGISTICS INCORPORATED COMMON STOCKGXO1,516$80,1270.01%
430ISHARES MSCI EAFE VALUE ETF4642888771,429$79,3810.01%
431INVESCO S&P 500 EQUAL WEIGHT ETFIVZ475$78,8830.01%
432ELI LILLY & CO COMLLY104$78,8010.01%
433CARDINAL HEALTH INC COMCAH800$78,4320.01%
434WEST PHARMACEUTICAL SVSC INC COM955306105218$78,0810.01%
435ELEMENT SOLUTIONS INC COMESI3,283$78,0370.01%
436INTERNATIONAL FLAVORS&FRAGRANC COM459506101806$77,7950.01%
437HOME DEPOT INC COMHD228$77,7390.01%
438DEVON ENERGY CORP NEW COM25179M1031,551$77,3950.01%
439INVESCO WATER RESOURCES ETFIVZ1,133$76,7270.01%
440ALPHABET INC CAP STK CL CGOOG448$76,5630.01%
441CENTENE CORP DEL COMCNC991$76,4730.01%
442WISDOMTREE U.S. HIGH DIVIDEND FUNDWT885$76,2430.01%
443STRYKER CORPORATION COMSYK233$75,5340.01%
444FISERV INC COMFISV492$75,3840.01%
445PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A467757$75,3110.01%
446TERADYNE INC COMTER600$74,9100.01%
447IQVIA HLDGS INC COMIQV326$74,6670.01%
448VANGUARD EXTENDED MARKET ETF922908652437$74,6400.01%
449ISHARES MSCI EAFE ETF464287465929$74,6360.01%
450DEERE & CO COMDE182$74,2540.01%
451GE VERNOVA INC COMGEV459$74,1420.01%
452WARNER BROS DISCOVERY INC COM SER AWBD8,821$73,9200.01%
453WHIRLPOOL CORP COMWHR-PA771$73,6130.01%
454SOUTHERN CO COMSOMN935$73,5850.01%
455TE CONNECTIVITY LTD SHSTEL490$72,4420.01%
456MEDPACE HLDGS INC COMMEDP184$71,6260.01%
457QUANTA SVCS INC COM74762E102268$71,2470.01%
458STATE STR CORP COMSTT-PG935$71,2100.01%
459CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407400$71,1480.01%
460ORACLE CORP COMORCL-PD609$70,8690.01%
461AVANTIS INTERNATIONAL EQUITY ETF0250727031,098$70,5250.01%
462WILLIS TOWERS WATSON PLC LTD SHSWTW274$69,3970.01%
463NORFOLK SOUTHN CORP COM655844108300$69,2940.01%
464HCA HEALTHCARE INC COMHCA218$69,1450.01%
465NNN REIT INC COMNNN1,613$68,9880.01%
466IQVIA HLDGS INC COMIQV296$67,7960.01%
467KROGER CO COMKR1,218$67,2340.01%
468CITIGROUP INC COM NEWC-PR1,059$67,1410.01%
469VANECK SEMICONDUCTOR ETF92189F676300$66,9780.01%
470VANGUARD CORE BOND ETF922020748878$66,1090.01%
471MASTERCARD INCORPORATED CL AMA144$65,9170.01%
472BANK NEW YORK MELLON CORP COM0640581001,136$65,7180.01%
473DUKE ENERGY CORP NEW COM NEWDUKB635$65,3350.01%
474INGREDION INC COMINGR537$65,1760.01%
475CARTERS INC COMCRI910$64,7680.01%
476ALLY FINL INC COM02005N1001,612$63,9320.01%
477DIAMONDBACK ENERGY INC COMFANG313$62,8410.01%
478TRINET GROUP INC COMTNET610$62,1690.01%
479ZIMMER BIOMET HOLDINGS INC COMZBH515$61,5890.01%
480NEWMONT CORP COMNEMCL1,424$60,4630.01%
481CHARTER COMMUNICATIONS INC NEW CL A16119P108216$59,3240.01%
482CDW CORP COMCDW265$58,8430.01%
483SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A4741,954$57,8380.01%
484VERTIV HOLDINGS CO COM CL AVRT593$56,1750.01%
485OMNICOM GROUP INC COMOMC582$56,0470.01%
486HARTFORD FINL SVCS GROUP INC COMHIG-PG556$55,9000.01%
487PACCAR INC COMPCAR523$55,8830.01%
488ISHARES CORE S&P 500 ETF464287200105$54,9750.01%
489EDWARDS LIFESCIENCES CORP COMEW648$54,9260.01%
490WASTE MGMT INC DEL COM94106L109257$54,1810.01%
491HEALTHPEAK PROPERTIES INC COMDOC2,758$53,9740.01%
492LYONDELLBASELL INDUSTRIES N V SHS - A -LYB530$53,7000.01%
493ACCENTURE PLC IRELAND SHS CLASS AACN171$52,5670.01%
494PENTAIR PLC SHSPNR627$51,8090.01%
495APA CORPORATION COMAPA1,714$51,7630.01%
496BLOCK INC CL ABSQKZ741$51,6460.01%
497DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF25434V6901,527$51,4290.01%
498MARATHON PETE CORP COMMARA287$51,0460.01%
499GLOBE LIFE INC COMGL-PD597$50,8640.01%
500OCCIDENTAL PETE CORP COM674599105807$50,7680.01%