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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

Farther Finance Advisors, LLC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001992825-24-000002

Total Value
$1.64B
Positions
3,596
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 ETF464287200219,623$115.3M7.58%
2VANGUARD S&P 500 ETF922908363202,353$97.1M6.38%
3NVIDIA CORPORATION COMNVDA67,131$60.7M3.99%
4ISHARES CORE TOTAL USD BOND MARKET ETF46434V613898,233$40.5M2.66%
5UVA UNCONSTRAINED MEDIUM-TERM FIXED INCOME ETF84858T2021,720,678$37.1M2.44%
6APPLE INC COMAAPL208,667$35.5M2.33%
7VANGUARD INTERMEDIATE-TERM BOND ETF921937819404,881$30.2M1.99%
8MICROSOFT CORP COMMSFT70,941$30.1M1.98%
9VANGUARD SHORT-TERM BOND ETF921937827327,139$25.0M1.64%
10ISHARES MSCI USA QUALITY FACTOR ETF46432F339133,648$21.9M1.44%
11ISHARES NATIONAL MUNI BOND ETF464288414181,337$19.4M1.28%
12ISHARES CORE MSCI EAFE ETF46432F842226,221$16.7M1.10%
13ISHARES CORE S&P SMALL CAP ETF464287804144,836$15.8M1.04%
14VANGUARD FTSE DEVELOPED MARKETS ETF921943858285,457$14.3M0.94%
15ISHARES MSCI EAFE VALUE ETF464288877254,327$13.7M0.90%
16AMAZON COM INC COMAMZN74,837$13.5M0.89%
17ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V803367,109$12.8M0.84%
18SCHWAB U.S. LARGE-CAP ETF808524201203,630$12.6M0.83%
19SCHWAB SHORT-TERM US TREASURY ETF808524862260,910$12.5M0.82%
20BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A29,684$12.5M0.82%
21ALPHABET INC CAP STK CL AGOOG78,715$12.2M0.80%
22ISHARES MSCI EAFE GROWTH ETF464288885111,867$11.6M0.76%
23VANGUARD TOTAL BOND MARKET ETF921937835154,555$11.1M0.73%
24VANGUARD VALUE ETF92290874467,883$11.0M0.72%
25VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706184,454$10.7M0.70%
26SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739216,720$10.2M0.67%
27ISHARES U.S. TECHNOLOGY ETF46428772175,235$10.2M0.67%
28ISHARES MBS ETF464288588110,700$10.1M0.67%
29ABRDN PHYSICAL GOLD SHARES ETF00326A104460,775$9.9M0.65%
30ISHARES S&P 500 VALUE ETF46428740851,875$9.6M0.63%
31ISHARES CORE MSCI EMERGING MARKETS ETF46434G103184,982$9.6M0.63%
32INVESCO QQQ TRUST SERIES IIVZ21,489$9.6M0.63%
33ISHARES S&P 500 GROWTH ETF464287309106,676$9.0M0.59%
34CHEVRON CORP NEW COMCVX56,193$8.9M0.59%
35BLACKROCK U.S. EQUITY FACTOR ROTATION ETFBLK190,492$8.5M0.56%
36VANGUARD REAL ESTATE ETF92290855395,489$8.1M0.53%
37ISHARES U.S. TREASURY BOND ETF46429B267359,665$8.1M0.53%
38ISHARES CORE U.S. AGGREGATE BOND ETF46428722678,886$7.6M0.50%
39SPDR S&P 500 ETF TRUSTSPY14,484$7.6M0.50%
40INVESCO S&P 500 TOP 50 ETFIVZ167,416$7.1M0.46%
41ISHARES ESG AWARE MSCI USA ETF46435G42561,406$7.0M0.46%
42VANGUARD MEGA CAP ETF92191087337,227$7.0M0.46%
43ALPHABET INC CAP STK CL CGOOG44,145$6.9M0.45%
44VANGUARD SMALL CAP VALUE ETF92290861135,954$6.8M0.45%
45DIMENSIONAL US MARKETWIDE VALUE ETF25434V724166,759$6.8M0.45%
46ISHARES CORE S&P MID-CAP ETF464287507108,121$6.5M0.43%
47ISHARES 20 YEAR TREASURY BOND ETF46428743270,410$6.5M0.43%
48HOME DEPOT INC COMHD17,624$6.5M0.43%
49VISA INC COM CL AV23,143$6.4M0.42%
50ELI LILLY & CO COMLLY8,296$6.3M0.41%
51JOHNSON & JOHNSON COMJNJ39,329$6.2M0.41%
52JPMORGAN CHASE & CO COMVYLD30,983$6.2M0.41%
53WALMART INC COMWMT102,504$6.2M0.40%
54VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87074,383$5.9M0.39%
55VANGUARD LARGE-CAP ETF92290863724,142$5.8M0.38%
56ACCENTURE PLC IRELAND SHS CLASS AACN16,889$5.7M0.38%
57META PLATFORMS INC CL AMETA11,373$5.6M0.37%
58EXXON MOBIL CORP COMXOM47,470$5.6M0.37%
59VANGUARD SHORT-TERM TREASURY ETF92206C10295,628$5.5M0.36%
60AVANTIS U.S. EQUITY ETF02507288560,561$5.4M0.36%
61PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46751,169$5.2M0.34%
62PROCTER AND GAMBLE CO COM74271810932,071$5.1M0.34%
63ISHARES U.S. EQUITY FACTOR ETF46434V28293,707$5.0M0.33%
64VANGUARD FTSE EMERGING MARKETS ETF922042858119,521$5.0M0.33%
65SPDR PORTFOLIO S&P 500 GROWTH ETF78464A40968,046$5.0M0.33%
66ISHARES TREASURY FLOATING RATE BOND ETF46434V86097,508$4.9M0.32%
67ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G76484,830$4.9M0.32%
68DIMENSIONAL U.S. SMALL CAP ETF25434V50075,715$4.7M0.31%
69VANGUARD LONG-TERM TREASURY ETF92206C84780,100$4.6M0.31%
70ISHARES RUSSELL 1000 GROWTH ETF46428761413,610$4.6M0.30%
71SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375139,279$4.5M0.30%
72SPDR BLOOMBERG HIGH YIELD BOND ETF78468R62247,891$4.5M0.30%
73SPDR PORTFOLIO HIGH YIELD BOND ETF78468R606191,276$4.4M0.29%
74VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40957,743$4.4M0.29%
75MASTERCARD INCORPORATED CL AMA9,271$4.4M0.29%
76UNITEDHEALTH GROUP INC COMUNH8,682$4.3M0.28%
77SPDR GOLD SHARESGLD20,382$4.2M0.28%
78BROADCOM INC COMAVGO3,078$4.2M0.27%
79SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84777,156$4.1M0.27%
80AVANTIS U.S. SMALL CAP VALUE ETF02507287743,550$4.0M0.27%
81VANGUARD DIVIDEND APPRECIATION ETF92190884422,304$4.0M0.27%
82TESLA INC COMTSLA22,917$4.0M0.26%
83ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF46428715034,888$4.0M0.26%
84DISNEY WALT CO COM25468710632,901$4.0M0.26%
85COSTCO WHSL CORP NEW COM22160K1055,491$4.0M0.26%
86ORACLE CORP COMORCL-PD31,049$3.9M0.26%
87SCHWAB INTERNATIONAL EQUITY ETF80852480596,304$3.7M0.25%
88ISHARES 1-3 YEAR TREASURY BOND ETF46428745743,150$3.5M0.23%
89PEPSICO INC COMPEP20,251$3.5M0.23%
90NEXTERA ENERGY INC COMNEE-PW54,757$3.5M0.23%
91NOVO-NORDISK A S ADRNONOF26,892$3.4M0.23%
92ISHARES INTERNATIONAL EQUITY FACTOR ETF46434V274115,254$3.4M0.23%
93VANGUARD TAX-EXEMPT BOND ETF92290774666,948$3.4M0.22%
94ABBVIE INC COMABBV18,312$3.3M0.22%
95VANGUARD GROWTH ETF9229087369,469$3.3M0.21%
96SALESFORCE INC COMCRM10,772$3.3M0.21%
97MCDONALDS CORP COMMCD11,619$3.3M0.21%
98SCHWAB U.S. MID-CAP ETF80852450839,451$3.2M0.21%
99GENERAL DYNAMICS CORP COMGD10,738$3.1M0.21%
100PROSHARES SHORT RUSSELL200074348A210149,890$3.0M0.20%
101ADOBE INC COMADBE6,036$3.0M0.20%
102ISHARES U.S. INFRASTRUCTURE ETF46435U71370,127$3.0M0.20%
103DIMENSIONAL CORE FIXED INCOME ETF25434V87270,569$2.9M0.19%
104RTX CORPORATION COMRTX30,014$2.9M0.19%
105STARBUCKS CORP COMSBUX31,989$2.9M0.19%
106VANGUARD MID-CAP ETF92290862911,777$2.9M0.19%
107DIMENSIONAL U.S. TARGETED VALUE ETF25434V60952,204$2.8M0.19%
108ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724225,489$2.7M0.18%
109VANGUARD TOTAL STOCK MARKET ETF92290876910,447$2.7M0.18%
110VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40755,143$2.7M0.18%
111INVESCO S&P 500 EQUAL WEIGHT ETFIVZ15,922$2.7M0.18%
112SPDR PORTFOLIO S&P 500 ETF78464A85441,891$2.6M0.17%
113MEDTRONIC PLC SHSMDT29,271$2.5M0.17%
114AVANTIS EMERGING MARKETS EQUITY ETF02507260443,728$2.5M0.17%
115ISHARES S&P 100 ETF46428710110,269$2.5M0.17%
116ISHARES S&P SMALL-CAP 600 VALUE ETF46428787924,953$2.5M0.17%
117SP FUNDS S&P 500 SHARIA INDUSTRY EXCLUSIONS ETF88636480166,361$2.5M0.17%
118ADVANCED MICRO DEVICES INC COMAMD13,692$2.5M0.16%
119ISHARES S&P MID-CAP 400 GROWTH ETF46428760627,148$2.5M0.16%
120SCHWAB US DIVIDEND EQUITY ETF80852479730,546$2.4M0.16%
121NIKE INC CL BNKE26,363$2.4M0.16%
122GE AEROSPACE COM NEW36960430113,905$2.4M0.16%
123DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V79990,883$2.4M0.16%
124FRANKLIN SHORT DURATION U.S. GOVERNMENT ETF35350610825,605$2.3M0.15%
125ISHARES MSCI EAFE ETF46428746528,794$2.3M0.15%
126SPDR BLOOMBERG 1-10 YEAR TIPS ETF78468R861120,234$2.2M0.15%
127VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F43776,274$2.2M0.14%
128SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88961,433$2.2M0.14%
129MERCK & CO INC COMMRK16,561$2.2M0.14%
130CATERPILLAR INC COMCAT5,960$2.2M0.14%
131GALLAGHER ARTHUR J & CO COM3635761098,726$2.2M0.14%
132US TREASURY 3 MONTH BILL ETF74933W45243,106$2.1M0.14%
133SPDR S&P 400 MID CAP VALUE ETF78464A83928,490$2.1M0.14%
134ISHARES MSCI USA MIN VOL FACTOR ETF46429B69725,732$2.1M0.14%
135DIMENSIONAL US CORE EQUITY MARKET ETF25434V10458,651$2.1M0.14%
136QUALCOMM INC COMQCOM12,268$2.1M0.14%
137COCA COLA CO COMKO33,665$2.0M0.13%
138UNILEVER PLC SPON ADR NEWUNLYF40,744$2.0M0.13%
139CISCO SYS INC COMCSCO40,419$2.0M0.13%
140SCHWAB CHARLES CORP COMSCHW-PJ27,842$2.0M0.13%
141AVANTIS CORE FIXED INCOME ETF02507256249,225$2.0M0.13%
142AVANTIS INTERNATIONAL EQUITY ETF02507270331,631$2.0M0.13%
143DIMENSIONAL SHORT-DURATION FIXED INCOME ETF25434V86442,457$2.0M0.13%
144SPDR S&P 600 SMALL CAP VALUE ETF78464A30024,189$2.0M0.13%
145DOUBLELINE MORTGAGE ETF25861R40240,914$2.0M0.13%
146AUTOMATIC DATA PROCESSING INC COMADP7,923$1.9M0.13%
147VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976832,023$1.9M0.13%
148BRISTOL-MYERS SQUIBB CO COMCELG-RI36,364$1.9M0.13%
149EATON CORP PLC SHSETN6,129$1.9M0.13%
150BLACKROCK FLEXIBLE INCOME ETFBLK36,667$1.9M0.13%
151SERVICENOW INC COMNOW2,470$1.9M0.12%
152ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815818,011$1.9M0.12%
153ISHARES RUSSELL 2000 ETF4642876559,033$1.9M0.12%
154ROPER TECHNOLOGIES INC COMROP3,393$1.9M0.12%
155SPDR PORTFOLIO EMERGING MARKETS ETF78463X50951,681$1.9M0.12%
156DIMENSIONAL INTERNATIONAL VALUE ETF25434V80750,604$1.8M0.12%
157ISHARES FLOATING RATE BOND ETF46429B65536,329$1.8M0.12%
158INTUIT COMINTU2,845$1.8M0.12%
159SPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF78468R78845,023$1.8M0.12%
160BNY MELLON INTERNATIONAL EQUITY ETF09661T40424,118$1.8M0.12%
161AVANTIS U.S SMALL CAP EQUITY ETF02507232334,757$1.8M0.12%
162ABBOTT LABS COMABLZF15,918$1.8M0.12%
163C H ROBINSON WORLDWIDE INC COM NEWCHRW24,263$1.8M0.12%
164CVS HEALTH CORP COMCVS22,188$1.8M0.12%
165INTERNATIONAL BUSINESS MACHS COMINTR9,295$1.8M0.12%
166VANGUARD HIGH DIVIDEND YIELD INDEX ETF92194640614,639$1.8M0.12%
167DIAGEO PLC SPON ADR NEWDGEAF11,861$1.8M0.12%
168WORKDAY INC CL AWDAY6,420$1.7M0.11%
169ISHARES GLOBAL ENERGY ETF46428734139,908$1.7M0.11%
170STRYKER CORPORATION COMSYK4,854$1.7M0.11%
171BLACKROCK INC COMBLK2,059$1.7M0.11%
172LOCKHEED MARTIN CORP COMLMT3,740$1.7M0.11%
173DIMENSIONAL US SMALL CAP VALUE ETF25434V81556,513$1.7M0.11%
174VERIZON COMMUNICATIONS INC COMVZ39,004$1.6M0.11%
175NETFLIX INC COMNFLX2,668$1.6M0.11%
176INSPIRE 100 ETFNTRSO42,092$1.6M0.11%
177PHILIP MORRIS INTL INC COM71817210917,769$1.6M0.11%
178ISHARES IBONDS DEC 2026 TERM TREASURY ETF46436E85871,538$1.6M0.11%
179TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS87403910011,312$1.6M0.11%
180IQ MERGER ARBITRAGE ETF45409B80050,778$1.6M0.10%
181SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF78464A28462,519$1.6M0.10%
182SPDR GOLD MINISHARES TRUSTGLDW35,763$1.6M0.10%
183CAMBRIA FOREIGN SHAREHOLDER YIELD ETF13206130057,781$1.6M0.10%
184JPMORGAN BETABUILDERS U.S. EQUITY ETF46641Q39916,481$1.6M0.10%
185ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428863829,866$1.5M0.10%
186BIOGEN INC COMBIIB7,070$1.5M0.10%
187ISHARES 0-3 MONTH TREASURY BOND ETF46436E71814,976$1.5M0.10%
188VANGUARD SMALL-CAP ETF9229087516,593$1.5M0.10%
189AVANTIS INTERNATIONAL SMALL CAP VALUE ETF02507280222,761$1.5M0.10%
190ISHARES MSCI USA EQUAL WEIGHTED ETF46428668116,159$1.5M0.10%
191GUGGENHEIM TAXABLE MUNICP BOND COM40166410790,896$1.5M0.10%
192VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF92204267634,692$1.5M0.10%
193ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF46428828116,382$1.5M0.10%
194S&P GLOBAL INC COMSPGI3,406$1.5M0.10%
195UNITED PARCEL SERVICE INC CL BUPS9,754$1.4M0.09%
196ISHARES TIPS BOND ETF46428717613,419$1.4M0.09%
197DIMENSIONAL U.S. EQUITY ETF25434V40125,126$1.4M0.09%
198ISHARES RUSSELL 1000 ETF4642876224,918$1.4M0.09%
199WAHED FTSE USA SHARIAH ETF53656F60729,028$1.4M0.09%
200TRACTOR SUPPLY CO COMTSCO5,373$1.4M0.09%
201AMGEN INC COMAMGN4,856$1.4M0.09%
202DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V70842,759$1.4M0.09%
203ISHARES CORE S&P US VALUE ETF46428766315,045$1.4M0.09%
204PROLOGIS INC. COMPLDGP10,543$1.3M0.09%
205BLACKROCK ULTRA SHORT-TERM BOND ETF46434V87826,531$1.3M0.09%
206ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E87455,978$1.3M0.09%
207ISHARES CORE S&P U.S. GROWTH ETF46428767111,203$1.3M0.09%
208XTRACKERS MSCI EAFE HEDGED EQUITY ETF23305120031,538$1.3M0.08%
209BROADSTONE NET LEASE INC COMBNL83,408$1.3M0.08%
210THERMO FISHER SCIENTIFIC INC COMTMO2,234$1.3M0.08%
211BANK AMERICA CORP COM06050510434,306$1.3M0.08%
212ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF46434V26639,073$1.3M0.08%
213SCHWAB U.S. LARGE-CAP VALUE ETF80852440916,899$1.3M0.08%
214SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85329,788$1.3M0.08%
215BERKSHIRE HATHAWAY INC DEL CL ABRK-A2$1.3M0.08%
216SCHWAB U.S. SMALL-CAP ETF80852460725,849$1.3M0.08%
217CLOROX CO DEL COMCLX8,313$1.3M0.08%
218EQUITY LIFESTYLE PPTYS INC COM29472R10819,851$1.3M0.08%
219GILEAD SCIENCES INC COMGILD17,149$1.2M0.08%
220PALO ALTO NETWORKS INC COMPANW4,432$1.2M0.08%
221SPDR PORTFOLIO S&P 500 VALUE ETF78464A50824,790$1.2M0.08%
222SCHWAB U.S. BROAD MARKET ETF80852410219,974$1.2M0.08%
223TARGET CORP COMTGT6,815$1.2M0.08%
224AT&T INC COMT-PC68,919$1.2M0.08%
225INTEL CORP COMINTC27,033$1.2M0.08%
226PFIZER INC COMPFE42,712$1.2M0.08%
227TEXAS INSTRS INC COM8825081046,777$1.2M0.08%
228ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E86649,895$1.2M0.08%
229VANGUARD INFORMATION TECHNOLOGY ETF92204A7022,148$1.1M0.07%
230APPLIED MATLS INC COM0382221055,366$1.1M0.07%
231ISHARES MSCI USA VALUE FACTOR ETF46432F38810,344$1.1M0.07%
232VANGUARD ESG U.S. STOCK ETF92191073311,894$1.1M0.07%
233SCHWAB US AGGREGATE BOND ETF80852483924,106$1.1M0.07%
234ISHARES 10-20 YEAR TREASURY BOND ETF46428865310,583$1.1M0.07%
235DANAHER CORPORATION COM2358511024,392$1.1M0.07%
236DEVON ENERGY CORP NEW COM25179M10321,340$1.1M0.07%
237HONEYWELL INTL INC COM4385161065,376$1.1M0.07%
238PHILLIPS 66 COMPSX6,638$1.1M0.07%
239BOEING CO COMBA-PA5,718$1.1M0.07%
240ALTRIA GROUP INC COMMO24,748$1.1M0.07%
241INVESCO BULLETSHARES 2025 CORPORATE BOND ETFIVZ51,810$1.1M0.07%
242IMGP DBI MANAGED FUTURES STRATEGY ETF53700T82736,502$1.1M0.07%
243LINDE PLC SHSLIN2,279$1.1M0.07%
244GOLDMAN SACHS GROUP INC COMGSCE2,552$1.1M0.07%
245UNION PAC CORP COMUNP4,313$1.0M0.07%
246COMCAST CORP NEW CL ACCZ24,772$1.0M0.07%
247SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R10136,339$1.0M0.07%
248PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH72201R83310,332$1.0M0.07%
249LOWES COS INC COM5486611074,132$1.0M0.07%
250DEERE & CO COMDE2,520$1.0M0.07%
251HERSHEY CO COMHSY5,123$1.0M0.07%
252FIRST TRUST RISING DIVIDEND ACHIEVERS ETF33738R50617,853$996,7100.07%
253CLOUDFLARE INC CL A COMNET10,411$995,9540.07%
254AVANTIS U.S. LARGE CAP VALUE ETF02507234915,403$987,9600.06%
255ETRACS ALERIAN MLP INFRASTRUCTURE INDEX ETN SERIES BUSML40,861$986,6540.06%
256TEMPLETON EMERGING MKTS INCOME COM880192109182,864$983,8080.06%
257PACCAR INC COMPCAR7,940$977,3530.06%
258ENSIGN GROUP INC COMENSG7,836$970,6450.06%
259REPUBLIC SVCS INC COM7607591005,108$969,6420.06%
260INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFIVZ42,620$968,3210.06%
261MORGAN STANLEY COM NEWMS-PQ10,297$963,1050.06%
262JPMORGAN CORE PLUS BOND ETF46641Q67020,529$947,4130.06%
263COLGATE PALMOLIVE CO COMCL10,632$946,8890.06%
264BLACKROCK TAX MUNICPAL BD TR SHSBLK58,217$941,9440.06%
265BLACKSTONE INC COMBX7,163$938,5870.06%
266GRAINGER W W INC COM384802104927$935,9450.06%
267ISHARES MSCI KLD 400 SOCIAL ETF4642885709,277$934,7770.06%
268LAM RESEARCH CORP COMLRCX952$934,6240.06%
269DOLLAR GEN CORP NEW COM2566771055,875$924,3740.06%
270DIMENSIONAL US HIGH PROFITABILITY ETF25434V83129,309$921,7730.06%
271CONOCOPHILLIPS COMCOP7,084$911,5770.06%
272CITIGROUP INC COM NEWC-PR14,313$908,3210.06%
273SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF78468R20029,398$902,5300.06%
274MCKESSON CORP COMMCK1,672$896,7760.06%
275MONDELEZ INTL INC CL A60920710512,851$896,4540.06%
276BUILDERS FIRSTSOURCE INC COMBLDR4,323$887,9870.06%
277SHOPIFY INC CL ASHOP11,340$886,6370.06%
278OCCIDENTAL PETE CORP COM67459910513,347$885,9700.06%
279SPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF78464A39143,574$885,4300.06%
280SCHLUMBERGER LTD COM STKSLB15,804$872,7130.06%
281UBER TECHNOLOGIES INC COMUBER11,348$867,0240.06%
282ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83412,791$865,9620.06%
283THOMSON REUTERS CORP. COMTMSOF5,576$865,9590.06%
284JPMORGAN ULTRA-SHORT INCOME ETF46641Q83717,174$862,6500.06%
285INVESCO TAXABLE MUNICIPAL BOND ETFIVZ32,633$858,2380.06%
286LULULEMON ATHLETICA INC COMLULU2,181$840,1210.06%
287CME GROUP INC COMCME3,956$838,7890.06%
288NOVARTIS AG SPONSORED ADRNVSEF8,714$835,3650.05%
289ARES CAPITAL CORP COMARCC40,522$826,2400.05%
290VANGUARD TOTAL WORLD STOCK ETF9220427427,438$819,7440.05%
291ING GROEP N.V. SPONSORED ADRINGVF49,793$818,5920.05%
292SCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF80852476314,337$809,1800.05%
293PAYCHEX INC COMPAYX6,567$798,6520.05%
294FIRSTSERVICE CORP NEW COMFSV4,816$793,9560.05%
295INVESCO BULLETSHARES 2024 CORPORATE BOND ETFIVZ37,801$792,6870.05%
296CAMBRIA EMERGING SHAREHOLDER YIELD ETF13206170623,569$791,6830.05%
297KKR & CO INC COMKKRT7,907$790,7040.05%
298FIRST TRUST CAPITAL STRENGTH ETF33733E1049,250$786,1600.05%
299ISHARES IBONDS DEC 2028 TERM TREASURY ETF46436E83336,091$785,8820.05%
300DIMENSIONAL US LARGE CAP VALUE ETF25434V66626,225$783,3440.05%
301ISHARES IBONDS DEC 2027 TERM TREASURY ETF46436E84135,516$781,3520.05%
302WELLS FARGO CO NEW COM94974610113,412$772,6590.05%
303RELX PLC SPONSORED ADRRLXXF17,969$768,7320.05%
304NASDAQ INC COMNDAQ12,212$760,6980.05%
305VANGUARD LONG-TERM BOND ETF92193779310,684$757,3890.05%
306SOUTHERN CO COMSOMN10,521$748,0750.05%
307ISHARES SHORT TREASURY BOND ETF4642886796,779$746,1550.05%
308SHERWIN WILLIAMS CO COMSHW2,195$742,1590.05%
309SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6638,028$733,9620.05%
310CARDINAL HEALTH INC COMCAH6,483$726,4690.05%
311INTUITIVE SURGICAL INC COM NEWISRG1,831$722,8770.05%
312ANALOG DEVICES INC COMADI3,645$716,6620.05%
313GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y63220,927$715,0670.05%
314ISHARES ESG ADVANCED MSCI USA ETF46436E76715,849$712,4260.05%
315ISHARES GOLD TRUSTIAU16,575$703,7750.05%
316PG&E CORP COMPCG-PX42,459$703,1140.05%
317JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33212,244$701,1910.05%
318ZIONS BANCORPORATION N A COM98970110716,264$699,0160.05%
319ISHARES MSCI INTL VALUE FACTOR ETF46435G40924,937$698,4900.05%
320FS KKR CAP CORP COMFSK36,753$696,8390.05%
321AMERICAN TOWER CORP NEW COM03027X1003,610$696,8000.05%
322WILLIAMS COS INC COM96945710017,669$686,7960.05%
323PRUDENTIAL FINL INC COMPUKPF5,904$686,5620.05%
324BIO-TECHNE CORP COMTECH9,785$679,1770.04%
325ONEOK INC NEW COMOKE8,501$677,6170.04%
326ISHARES DOW JONES U.S. ETF4642878465,302$677,1180.04%
327ASML HOLDING N V N Y REGISTRY SHSASMLF677$671,8980.04%
328BLACKROCK U.S. CARBON TRANSITION READINESS ETFBLK11,588$662,9590.04%
329HUMANA INC COMHUM1,877$659,7800.04%
330JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF BETABUILDERS INTERNATIONAL E46641Q37310,944$654,8890.04%
331CHUBB LIMITED COMCB2,541$654,0820.04%
332CGI INC CL A SUB VTGGIB5,948$653,8040.04%
333ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40715,494$653,3830.04%
334FIRST TRUST ENHANCED SHORT MATURITY ETF33739Q40810,921$651,0010.04%
335CROWDSTRIKE HLDGS INC CL ACRWD2,023$646,3740.04%
336CINTAS CORP COMCTAS949$645,8930.04%
337ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67212,793$636,8410.04%
338ISHARES 3-7 YEAR TREASURY BOND ETF4642886615,514$633,7840.04%
339EMERSON ELEC CO COMEMR5,559$631,2240.04%
340TJX COS INC NEW COM8725401096,302$628,3440.04%
341ARES MANAGEMENT CORPORATION CL A COM STKARES-PB4,732$626,4350.04%
342ISHARES ESG MSCI USA LEADERS ETF46435U2186,655$624,5050.04%
343KIMBERLY-CLARK CORP COMKMB4,848$624,4810.04%
344ROYAL BK CDA COM7800871026,200$621,8340.04%
345REGENERON PHARMACEUTICALS COMREGN640$620,8290.04%
346CHECK POINT SOFTWARE TECH LTD ORDM224651043,776$620,3210.04%
347POOL CORP COMPOOL1,537$616,9840.04%
348ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY8,402$616,4600.04%
349AMERICAN EXPRESS CO COMAXP2,707$616,0900.04%
350ISHARES IBONDS DEC 2026 TERM CORPORATE ETF46435GAA025,835$613,3110.04%
351PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR71654V40840,229$612,2890.04%
352INVITATION HOMES INC COMINVH17,445$611,7960.04%
353NORTHROP GRUMMAN CORP COMNOC1,295$610,2230.04%
354ISHARES U.S. REAL ESTATE ETF4642877396,836$604,4640.04%
355AMEREN CORP COMAEE8,232$602,8760.04%
356JPMORGAN INCOME ETF46641Q15913,278$600,2980.04%
357ISHARES CORE MSCI EUROPE ETF46434V73810,267$592,7170.04%
358SPDR DOW JONES INTERNATIONAL REAL ESTATE ETF78463X86322,929$592,0270.04%
359STERIS PLC SHS USDSTE2,676$591,5530.04%
360WASTE MGMT INC DEL COM94106L1092,772$590,1260.04%
361HEALTH CARE SELECT SECTOR SPDR FUND81369Y2093,945$577,8070.04%
362CUMMINS INC COMCMI1,940$571,3390.04%
363SPDR S&P MIDCAP 400 ETF TRUSTMDY1,032$570,0560.04%
364ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF46435U32522,590$569,0420.04%
365INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETFIVZ23,366$568,0270.04%
366HORMEL FOODS CORP COMHRL16,158$565,2130.04%
367ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF46435U28322,505$564,5380.04%
368VANGUARD SMALL-CAP GROWTH ETF9229085952,176$562,0480.04%
369ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF46435U25922,190$561,1850.04%
370INTERPUBLIC GROUP COS INC COMINTR17,202$559,0620.04%
371PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R87411,222$558,9680.04%
372AMPHENOL CORP NEW CL A0320951014,894$558,1190.04%
373FREEPORT-MCMORAN INC CL BFCX11,736$555,4600.04%
374HP INC COMHPQ18,194$552,7390.04%
375L3HARRIS TECHNOLOGIES INC COMLHX2,649$552,5250.04%
376FMC CORP COM NEWFMC8,750$549,1500.04%
377FORD MTR CO DEL COM34537086040,842$542,7930.04%
378ISHARES MSCI EMERGING MARKETS ETF46428723413,167$541,8040.04%
379ELEVANCE HEALTH INC COMELV1,046$539,6540.04%
380DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V30221,534$533,3870.04%
381PRINCIPAL FINANCIAL GROUP INC COMPFG6,190$532,4150.03%
382JEFFERIES FINL GROUP INC COM47233W10911,988$522,0770.03%
383ISHARES ESG AWARE USD CORPORATE BOND ETF46435G19322,800$518,2370.03%
384ISHARES PREFERRED & INCOME SECURITIES ETF46428868716,125$518,1670.03%
385WATSCO INC COMWSO-B1,188$515,6800.03%
386SABA CAPITAL INCOME & OPPORTUN COM880198106133,963$511,7390.03%
387BEST BUY INC COMBBY6,268$511,7260.03%
388TRANE TECHNOLOGIES PLC SHSTT1,722$511,0260.03%
389SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF80852488814,216$507,3620.03%
390VALE S A SPONSORED ADSVALE41,861$506,9360.03%
391ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886469,935$506,6010.03%
392BNY MELLON STRATEGIC MUNI BOND09662E10986,964$505,2620.03%
393ARK INNOVATION ETF00214Q10410,226$503,5100.03%
394ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG420,113$502,6270.03%
395MCCORMICK & CO INC COM NON VTGMKC-V6,544$501,4010.03%
396VEEVA SYS INC CL A COMVEEV2,171$500,1270.03%
397DUKE ENERGY CORP NEW COM NEWDUKB5,203$499,8160.03%
398MICROCHIP TECHNOLOGY INC. COMMCHPP5,524$495,7140.03%
399ISHARES RUSSELL 1000 VALUE ETF4642875982,766$493,0780.03%
400BLOCK H & R INC COMBSQKZ10,194$491,5330.03%
401DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF25434V5759,210$486,5010.03%
402INTERCONTINENTAL EXCHANGE INC COM45866F1043,510$480,9600.03%
403PAYPAL HLDGS INC COMPYPL7,388$480,4130.03%
404ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF4642885136,208$478,1200.03%
405MARSH & MCLENNAN COS INC COM5717481022,339$476,9160.03%
406CADENCE DESIGN SYSTEM INC COMCDNS1,520$474,3890.03%
407ISHARES BITCOIN TRUST REGISTEREDIBIT11,928$474,1380.03%
408ZOETIS INC CL AZTS2,835$473,5300.03%
409DOW INC COMDOW8,081$470,8190.03%
410AMERICAN ELEC PWR CO INC COM0255371015,552$469,4810.03%
411SPDR PORTFOLIO LONG TERM TREASURY ETF78464A66417,165$469,4540.03%
412ARCHER DANIELS MIDLAND CO COMADM7,529$469,4390.03%
413ILLINOIS TOOL WKS INC COM4523081091,765$468,0600.03%
414MARRIOTT INTL INC NEW CL A5719032021,862$468,0280.03%
415CASEYS GEN STORES INC COM1475281031,479$466,4740.03%
416ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878873,592$466,2730.03%
417OMNICOM GROUP INC COMOMC4,819$465,4260.03%
418SEMPRA COMSREA6,522$465,4130.03%
419INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETFIVZ18,513$458,5670.03%
420ISHARES BIOTECHNOLOGY ETF4642875563,343$457,3820.03%
421SHELL PLC SPON ADSRYDAF6,682$453,8200.03%
422CONSOLIDATED EDISON INC COMED5,024$453,7860.03%
423MICRON TECHNOLOGY INC COMMU3,632$451,4910.03%
424AIR PRODS & CHEMS INC COMAIIR1,854$451,2610.03%
425INVESCO MUNI INCOME OPP TRST COMIVZ69,455$449,3720.03%
426ISHARES RUSSELL 3000 ETF4642876891,501$448,9790.03%
427PARKER-HANNIFIN CORP COMPH814$448,7410.03%
428ROBO GLOBAL ROBOTICS & AUTOMATION INDEX ETF3015057077,640$444,0110.03%
429PRICE T ROWE GROUP INC COMTROW3,655$439,6880.03%
430FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10212,702$438,7280.03%
431WEC ENERGY GROUP INC COMWEC5,372$438,1230.03%
432ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD117,633$435,8910.03%
433ISHARES INTERNATIONAL DEVELOPED REAL ESTATE ETF46428848920,549$433,7890.03%
434CRA INTL INC COM12618T1052,887$431,8850.03%
435VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427757,337$429,0590.03%
436AMERICAN FINL GROUP INC OHIO COM0259321043,151$424,6600.03%
437LYONDELLBASELL INDUSTRIES N V SHS - A -LYB4,154$424,0420.03%
438HOMESTREET INC COMMCHB29,013$423,8800.03%
439JPMORGAN ACTIVE VALUE ETF46641Q1677,070$421,8670.03%
440THE CIGNA GROUP COM1255231001,152$419,5860.03%
441COMSTOCK INC COM NEWLODE1,108,836$419,4730.03%
442AFLAC INC COMAFL4,919$419,0750.03%
443SNAP ON INC COMSNA1,419$418,0800.03%
444TFS FINL CORP COM87240R10733,620$415,8790.03%
4453M CO COMMMM4,412$414,8010.03%
446AVALONBAY CMNTYS INC COMAWX2,284$414,1770.03%
447SCHWAB US TIPS ETF8085248707,929$410,3050.03%
448CENTERPOINT ENERGY INC COMCNP14,432$410,1460.03%
449BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF09789C7888,187$410,0050.03%
450ATMOS ENERGY CORP COMATO3,467$408,5910.03%
451DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V20313,562$407,9470.03%
452SNOWFLAKE INC CL ASNOW2,539$407,6240.03%
453ISHARES CONVERTIBLE BOND ETF46435G1025,033$400,5860.03%
454SKYWORKS SOLUTIONS INC COMSWKS3,737$400,0590.03%
455ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF46434G8489,530$399,0210.03%
456ROCKWELL AUTOMATION INC COMROK1,405$398,0670.03%
457SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE4,330$397,3950.03%
458SPOTIFY TECHNOLOGY S A SHSSPOT1,483$395,1160.03%
459ISHARES CORE DIVIDEND GROWTH ETF46434V6216,820$393,8020.03%
460BECTON DICKINSON & CO COMBDX1,607$392,2540.03%
461TERRAN ORBITAL CORPORATION COM88105P103288,069$391,7740.03%
462KINSALE CAP GROUP INC COM49714P108762$390,6400.03%
463NEUBERGER BERMAN OPTION STRATEGY ETF64135A70514,929$389,1660.03%
464SYNOPSYS INC COMSNPS674$389,1050.03%
465DUPONT DE NEMOURS INC COMDD5,032$388,4420.03%
466NORFOLK SOUTHN CORP COM6558441081,532$386,0380.03%
467ISHARES SILVER TRUSTSLV16,857$385,3510.03%
468CHIPOTLE MEXICAN GRILL INC COMCMG134$384,4820.03%
469EATON VANCE MUN BD FD COMETN37,804$384,4660.03%
470ISHARES CORE HIGH DIVIDEND ETF46429B6633,491$383,7220.03%
471AVANTIS REAL ESTATE ETF0250723569,150$381,5390.03%
472FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8466,758$379,3380.02%
473ENERGY SELECT SECTOR SPDR FUND81369Y5063,976$378,1930.02%
474SCHWAB EMERGING MARKETS EQUITY ETF80852470614,907$377,8940.02%
475NUCOR CORP COMNUE1,859$371,7870.02%
476CORNING INC COMGLW11,335$370,3230.02%
477INVESCO LTD SHSIVZ22,409$369,5290.02%
478GENERAL MLS INC COM3703341045,232$366,9250.02%
479SPDR S&P GLOBAL DIVIDEND ETF78463X4596,146$366,2520.02%
480ARK FINTECH INNOVATION ETF00214Q70812,076$360,8310.02%
481NUVEEN ESG LARGE-CAP GROWTH ETFNU4,738$360,7960.02%
482ISHARES IBONDS DEC 2028 TERM CORPORATE ETF46435U51514,348$354,5390.02%
483ALLIANZIM U.S. LARGE CAP BUFFER10 JAN ETF00888H70310,764$354,1700.02%
484VERTEX PHARMACEUTICALS INC COMVRTX836$351,6980.02%
485BOOKING HOLDINGS INC COMBKNG98$349,8560.02%
486SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF8085247559,634$341,0460.02%
487ISHARES IBONDS DEC 2027 TERM CORPORATE ETF46435UAA914,403$340,9190.02%
488CORE LABORATORIES INC COMCLB19,866$340,3050.02%
489JANUS HENDERSON SHORT DURATION INCOME ETF47103U8867,043$340,1770.02%
490INSPERITY INC COMNSP3,142$337,8360.02%
491ISHARES U.S. SMALLCAP EQUITY FACTOR ETF46434V2905,350$337,7990.02%
492ISHARES RUSSELL MID-CAP VALUE ETF4642874732,713$337,5230.02%
493ISHARES ESG ADVANCED MSCI EAFE ETF46436E7594,930$335,9940.02%
494GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC3,750$335,7800.02%
495ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E6197,916$335,4840.02%
496GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFNVGLF6,682$334,9690.02%
497JPMORGAN ACTIVE GROWTH ETF46654Q6094,757$334,7980.02%
498VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF9220427182,862$334,6290.02%
499AIRBNB INC COM CL AABNB2,046$334,1890.02%
500JPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF46641Q2669,096$334,0050.02%