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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

WHITTIER TRUST CO

Quarter ended Q2 2024 · Filed July 29, 2024 · Accession 0001999371-24-009135

Total Value
$7.05B
Positions
1,877
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORP COMNVDA3,763,269$464.9M6.76%
2MICROSOFT CORP COMMSFT845,120$377.7M5.49%
3APPLE COMPUTER INC COMAAPL1,667,972$351.3M5.11%
4ALPHABET INC CL CGOOG1,341,887$246.1M3.58%
5SPDR TR S&P 500SPY412,132$224.3M3.26%
6ISHARES S&P 500 INDEX464287200404,034$221.1M3.21%
7AMAZON COM INC COMAMZN1,011,941$195.6M2.84%
8J P MORGAN CHASE & CO COMVYLD605,186$122.4M1.78%
9VISA INC COM CL AV435,728$114.4M1.66%
10BROADCOM INCAVGO64,295$103.2M1.50%
11ISHARES S&P MIDCAP 400 INDEX4642875071,677,979$98.2M1.43%
12META PLATFORMS INC CL AMETA180,208$90.9M1.32%
13LILLY ELI & CO COMLLY97,306$88.1M1.28%
14APPLIED MATLS INC COM038222105371,575$87.7M1.27%
15BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A197,496$80.3M1.17%
16EATON CORP PLC SHSETN243,693$76.4M1.11%
17MIDCAP SPDR TR UNIT SER 1MDY137,139$73.4M1.07%
18VANGUARD FTSE DEVELOPED MARKETS9219438581,380,341$68.2M0.99%
19ISHARES S&P SMALL CAP 600464287804606,541$64.7M0.94%
20TJX COS INC NEW COM872540109546,993$60.2M0.88%
21MERCK & CO INC COMMRK482,223$59.7M0.87%
22CHEVRON CORP COMCVX369,677$57.8M0.84%
23CHIPOTLE MEXICAN GRILL INC COMCMG904,503$56.7M0.82%
24HONEYWELL INTL INC COM438516106261,155$55.8M0.81%
25SERVICENOW INC COMNOW70,274$55.3M0.80%
26JOHNSON & JOHNSON COMJNJ352,094$51.5M0.75%
27ISHARES RUSSELL 2000 INDEX464287655247,327$50.2M0.73%
28COSTCO WHSL CORP NEW COM22160K10557,747$49.1M0.71%
29ELEVANCE HEALTH INCELV89,950$48.7M0.71%
30LINDE PLC SHSLIN109,238$47.9M0.70%
31THERMO FISHER SCIENTIFIC INCCOMTMO85,492$47.3M0.69%
32ISHARES RUSSELL 2000 VALUE464287630301,565$45.9M0.67%
33ALPHABET INC CL AGOOG250,451$45.6M0.66%
34VANGUARD EMERGING MARKET EQUITY ETF9220428581,040,866$45.5M0.66%
35ISHARES INC CORE MSCI EMKT46434G103847,441$45.4M0.66%
36UNITEDHEALTH GROUP INC COMUNH86,997$44.3M0.64%
37BERKSHIRE HATHAWAY INC DEL CL ABRK-A65$39.8M0.58%
38ABBVIE INC COMABBV227,393$39.0M0.57%
39BLACKSTONE INC COMBX308,781$38.2M0.56%
40PROCTER & GAMBLE CO COM742718109231,378$38.2M0.55%
41PEPSICO INC COMPEP231,005$38.1M0.55%
42ABBOTT LABS COMABLZF358,268$37.2M0.54%
43RAYTHEON TECHNOLOGIES CORP COMRTX368,198$37.0M0.54%
44NORFOLK SOUTHERN CORP COM655844108167,695$36.0M0.52%
45ASML HOLDING N V N Y REGISTRY SHSASMLF34,510$35.3M0.51%
46UNITED RENTALS INC COMURI52,419$33.9M0.49%
47GOLDMAN SACHS GROUP INC COMGSCE69,324$31.4M0.46%
48DISNEY WALT CO COM DISNEY254687106311,712$30.9M0.45%
49MONOLITHIC PWR SYS INC COM60983910537,666$30.9M0.45%
50MARSH & MCLENNAN COS INC COM571748102143,385$30.2M0.44%
51ISHARES TR RUSSELL 1000464287622101,066$30.1M0.44%
52VALERO ENERGY CORP NEW COMVLO183,871$28.8M0.42%
53DANAHER CORP DEL COM235851102114,694$28.7M0.42%
54ISHARES TR CORE MSCI EAFE46432F842389,717$28.3M0.41%
55SPDR SERIES TRUST S&P BIOTECH78464A870292,514$27.1M0.39%
56SALESFORCE COM INC COMCRM105,118$27.0M0.39%
57EOG RES INC COMEOG214,138$27.0M0.39%
58S&P GLOBAL INC.SPGI58,974$26.3M0.38%
59INTUIT COMINTU38,420$25.2M0.37%
60SUN COMMUNITIES INC866674104200,564$24.1M0.35%
61IQVIA HLDGS INC COMIQV113,863$24.1M0.35%
62ADVANCED MICRO DEVICES INC COMAMD147,943$24.0M0.35%
63COPART INC COMCPRT439,589$23.8M0.35%
64FORTIVE CORP COMFTV316,354$23.4M0.34%
65MOTOROLA SOLUTIONS INC COM NEWMSI60,601$23.4M0.34%
66PHILIP MORRIS INTL INC COM718172109230,581$23.4M0.34%
67VANGUARD INDEX FDS MID CAP ETF92290862995,980$23.2M0.34%
68HOME DEPOT INC COMHD64,221$22.1M0.32%
69NIKE INC CL BNKE291,322$22.0M0.32%
70VGRD FTSE ALL WORLD ETF922042775357,635$21.0M0.30%
71WAL MART STORES INC COMWMT308,673$20.9M0.30%
72O REILLY AUTOMOTIVE INC NEW COM67103H10719,716$20.8M0.30%
73MICROSOFT CORP COMMSFT42,653$19.1M0.28%
74BLACKROCK INC CL ABLK23,889$18.8M0.27%
75MONDELEZ INTL INC CL A609207105287,377$18.8M0.27%
76ORACLE CORP COMORCL-PD132,265$18.7M0.27%
77FAIR ISAAC & CO INCFICO12,331$18.4M0.27%
78COINBASE GLOBAL INC COM CL ACOIN80,133$17.8M0.26%
79MCDONALDS CORP COMMCD69,748$17.8M0.26%
80EAST WEST BANCORP INC COMEWBC235,932$17.3M0.25%
81BOSTON PROPERTIES INC COMBXP277,262$17.1M0.25%
82EXXON MOBIL CORP COMXOM144,272$16.6M0.24%
83AMPHENOL CORP NEW CL A032095101241,595$16.3M0.24%
84COMCAST CORPCCZ407,691$16.0M0.23%
85LOWE'S COS54866110771,749$15.8M0.23%
86SCHWAB CHARLES CORP NEW COMSCHW-PJ207,747$15.3M0.22%
87AMERICAN EXPRESS CO COMAXP65,812$15.2M0.22%
88BROWN & BROWN INC COMBRO170,128$15.2M0.22%
89OLD DOMINION FGHT LINES INC COMODFL85,541$15.1M0.22%
90INVESCO QQQ TR UNIT SER 1IVZ31,448$15.1M0.22%
91PNC FINL SVCS GROUP INC COM69347510595,992$14.9M0.22%
92CATERPILLAR INC DEL COMCAT44,793$14.9M0.22%
93BUILDERS FIRSTSOURCE INC COMBLDR107,603$14.9M0.22%
94CURTISS WRIGHT CORP COMCW54,054$14.6M0.21%
95ECOLAB INC COMECL61,521$14.6M0.21%
96ISHARES RUSSELL MIDCAP INDEX464287499179,685$14.6M0.21%
97OLLIES BARGAIN OUTLT HLDGS ICOM681116109142,404$14.0M0.20%
98EAGLE MATERIALS INC COM26969P10864,222$14.0M0.20%
99RBC BEARINGS INC COMRBC51,184$13.8M0.20%
100MASTERCARD INC CL AMA31,135$13.7M0.20%
101ISHARES RUSSELL 1000 GROWTH46428761437,457$13.7M0.20%
102PIMCO ETF TR ENHAN SHRT MAT72201R833135,437$13.6M0.20%
103SPDR TR S&P 500SPY24,711$13.4M0.20%
104TOPBUILD CORP COMBLD34,759$13.4M0.19%
105GRACO INC COMGGG166,190$13.2M0.19%
106BOOT BARN HLDGS INC COMBOOT101,175$13.0M0.19%
107AIRBNB INC COM CL AABNB85,247$12.9M0.19%
108VANGUARD INDEX FDS SMALL CP ETF92290875159,028$12.9M0.19%
109WEST PHARMACEUTICAL SVSC INCCOM95530610538,839$12.8M0.19%
110SHERWIN WILLIAMS CO COMSHW42,767$12.8M0.19%
111SIMPSON MANUFACTURING CO INCCOM82907310575,341$12.7M0.18%
112VANGUARD DIVIDEND APPRECIATION ETF92190884468,845$12.6M0.18%
113CONSTELLATION BRANDS INCSTZ47,942$12.3M0.18%
114APPLE COMPUTER INC COMAAPL58,084$12.2M0.18%
115CME GROUP INC COMCME61,168$12.0M0.17%
116COCA COLA CO COMKO188,660$12.0M0.17%
117TELEDYNE TECHNOLOGIES INC COMTDY30,302$11.8M0.17%
118ISHARES MSCI EAFE INDEX FUND464287465149,643$11.7M0.17%
119TRAVELERS COMPANIES, INC COMTRV57,184$11.6M0.17%
120RLI CORP COMRLI81,195$11.4M0.17%
121KINDER MORGAN INC DEL COMEP-PC572,725$11.4M0.17%
122VANGUARD INDEX FDS S&P 500 ETF SHS92290836322,517$11.3M0.16%
123AES CORP COMAES620,895$10.9M0.16%
124RADNET INC COMRDNT181,763$10.7M0.16%
125SIMON PPTY GROUP INC NEW COM82880610970,110$10.6M0.15%
126INVITATION HOMES INC COMINVH293,600$10.5M0.15%
127WINGSTOP INC COMWING24,667$10.4M0.15%
128AMGEN INC COMAMGN33,039$10.3M0.15%
129VERTIV HOLDINGS CO COM CL AVRT114,918$9.9M0.14%
130BANCORP INC DEL COMTBBK257,862$9.7M0.14%
131EQT CORP COMEQT255,075$9.4M0.14%
132CISCO SYS INC COMCSCO198,456$9.4M0.14%
133CASEYS GEN STORES INC COM14752810324,621$9.4M0.14%
134ALEXANDRIA REAL ESTATE EQ INCOM01527110980,277$9.4M0.14%
135BOEING CO COMBA-PA51,225$9.3M0.14%
136TEXAS INSTRS INC COM88250810446,474$9.0M0.13%
137HF SINCLAIR CORP COMDINO168,454$9.0M0.13%
138WD-40 CO COMWDFC40,409$8.9M0.13%
139EMERSON ELEC CO COMEMR80,557$8.9M0.13%
140GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC111,266$8.7M0.13%
141DOMINOS PIZZA INC COMDPZ16,702$8.6M0.13%
142DEERE & CO COMDE23,039$8.6M0.13%
143VANGUARD INDEX FDS LARGE CAP ETF92290863734,176$8.5M0.12%
144GRAPHIC PACKAGING HLDG CO COMGPK324,092$8.5M0.12%
145VERIZON COMMUNICATIONS COMVZ205,889$8.5M0.12%
146ISHARES NON-US STOCKS464288240158,598$8.4M0.12%
147MCKESSON CORP COMMCK13,897$8.1M0.12%
148ALPHABET INC CL CGOOG44,120$8.1M0.12%
149ILLINOIS TOOL WKS INC COM45230810933,893$8.0M0.12%
150DIAMONDS TR UNIT SER 178467X10920,518$8.0M0.12%
151HYATT HOTELS CORP COM CL AH52,818$8.0M0.12%
152HOULIHAN LOKEY INC CL AHLI59,424$8.0M0.12%
153ACCENTURE PLC IRELAND SHS CLASS AACN26,126$7.9M0.12%
154NVIDIA CORP COMNVDA63,710$7.9M0.11%
155AMERICAN WTR WKS CO INC NEW COM03042010360,494$7.8M0.11%
156VANGUARD INTERM CORP92206C87096,927$7.7M0.11%
157GUIDEWIRE SOFTWARE INC COMGWRE53,063$7.3M0.11%
158SCHWAB STRATEGIC TR US SML CAP ETF808524607153,988$7.3M0.11%
159MONGODB INC CL AMDB28,908$7.2M0.11%
160SPDR MSCI ACWI X U.S.78463X848255,316$7.2M0.11%
161MARTIN MARIETTA MATLS INC COM57328410613,213$7.2M0.10%
162FACTSET RESH SYS INC COM30307510517,486$7.1M0.10%
163AMERICAN ELEC PWR INC COM02553710180,614$7.1M0.10%
164VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640659,620$7.1M0.10%
165UNION PAC CORP COMUNP31,183$7.1M0.10%
166LAUDER ESTEE COS INC CL A51843910465,580$7.0M0.10%
167VANGUARD SHRT-TERM CORP92206C40990,223$7.0M0.10%
168UNITY SOFTWARE INC COMU424,949$6.9M0.10%
169BONANZA CREEK ENERGY INC COM NEW17888H10399,815$6.9M0.10%
170DATADOG INC CL A COMDDOG52,254$6.8M0.10%
171TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910038,971$6.8M0.10%
172ISHARES LEHMAN AGGREGATE BONDS46428722669,025$6.7M0.10%
173OTTER TAIL CORP COMOTTR75,776$6.6M0.10%
174PLANET FITNESS INC CL APLNT89,810$6.6M0.10%
175TESLA MTRS INC COMTSLA33,080$6.5M0.10%
176LAM RESEARCH CORP COMLRCX6,117$6.5M0.09%
177J P MORGAN CHASE & CO COMVYLD31,825$6.4M0.09%
178ISHARES RUSSELL 2000 GROWTH46428764824,130$6.3M0.09%
179NOVO-NORDISK A S ADRNONOF43,618$6.2M0.09%
180SCHWAB STRATEGIC TR US MID-CAP ETF80852450879,620$6.2M0.09%
181ISHARES RUSSELL 1000 VALUE46428759835,514$6.2M0.09%
182SPDR SER TR S&P DIVID ETF78464A76348,399$6.2M0.09%
183PFIZER INC COMPFE219,523$6.1M0.09%
184INTERNATIONAL BUSINESS MACHSCOMINTR35,495$6.1M0.09%
185BROWN-FORMAN CORPBF-B138,891$6.0M0.09%
186DOLLAR GEN CORP NEW COM25667710544,961$5.9M0.09%
187LPL FINL HLDGS INC COM50212V10021,050$5.9M0.09%
188QUALCOMM INC COMQCOM29,350$5.8M0.08%
189ISHARES TR RUSSELL 300046428768918,935$5.8M0.08%
190SECTOR SPDR TR TECHNOLOGY81369Y80325,261$5.7M0.08%
191VANGUARD INDEX FDS SM CP VAL ETF92290861131,069$5.7M0.08%
192TARGET CORP COMTGT37,971$5.6M0.08%
193ADOBE SYS INC COMADBE9,797$5.4M0.08%
194VANGUARD INDEX FDS REIT ETF92290855363,890$5.4M0.08%
195VERTEX INC CL AVERX148,193$5.3M0.08%
196AUTOMATIC DATA PROCESSING INCOMEADP21,883$5.2M0.08%
197PROCTER & GAMBLE CO COM74271810931,406$5.2M0.08%
198PROLOGIS INC COMPLDGP46,073$5.2M0.08%
199VISA INC COM CL AV19,708$5.2M0.08%
200RENAISSANCERE HLDGS LTD COMRNR-PG23,001$5.1M0.07%
201AMAZON COM INC COMAMZN25,838$5.0M0.07%
202ISHARES MSCI EMERGING MKTS464287234116,800$5.0M0.07%
203ROBLOX CORP CL ARBLX130,801$4.9M0.07%
204STARBUCKS CORP COMSBUX62,089$4.8M0.07%
205ISHARES TR INTRM GOV CR ETF46428861246,267$4.8M0.07%
206NXP SEMICONDUCTORS N V COMNXPI17,720$4.8M0.07%
207WELLS FARGO & CO NEW COM94974610179,203$4.7M0.07%
208NOVARTIS A G SPONSORED ADRNVSEF41,514$4.4M0.06%
209DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807121,136$4.4M0.06%
210RPM INTERNATIONAL INC (DELA)74968510340,377$4.3M0.06%
211VANGUARD INDEX FDS STK MRK ETF92290876916,062$4.3M0.06%
212AXON ENTERPRISE INC COMAXON14,588$4.3M0.06%
213ISHARES SHORT-TERM CORPORATEBOND ETF46428864683,516$4.3M0.06%
214ALTRIA GROUP INCMO93,504$4.3M0.06%
215SPS COMM INC COMSPSC22,244$4.2M0.06%
216PORTLAND GEN ELEC CO COM NEW73650884796,462$4.2M0.06%
217AVANTOR INC COMAVTR193,747$4.1M0.06%
218INTUITIVE SURGICAL INCISRG9,133$4.1M0.06%
219HESS CORP COMHESM26,617$3.9M0.06%
220ETF S&P 500 GROWTH46428730942,028$3.9M0.06%
221AMERICAN TOWER CORP NEW COM03027X10019,448$3.8M0.05%
222INVESCO EXCH TRADED FD TR IIVAR RATE PFDIVZ157,716$3.8M0.05%
223ISHARES S&P CAL AMT-FREE MUNIS46428835665,851$3.7M0.05%
224VANGUARD SHORT-TERM TREASURY ETF92206C10264,497$3.7M0.05%
225UNITED PARCEL SERVICE INC CL BUPS27,284$3.7M0.05%
226COLGATE PALMOLIVE CO COMCL38,003$3.7M0.05%
227CB RICHARD ELLIS GROUP INC.CBRE40,792$3.6M0.05%
228BANK OF AMERICA CORPORATION COM06050510490,857$3.6M0.05%
229SPDR GOLD TRUST GOLD SHSGLD16,773$3.6M0.05%
230CSX CORP COMCSX106,425$3.6M0.05%
231CELSIUS HLDGS INC COM NEWCELH61,782$3.5M0.05%
232PURE STORAGE INC CL A74624M10254,809$3.5M0.05%
233VANGUARD EMERGING MARKET EQUITY ETF92204285879,039$3.5M0.05%
234SPDR SERIES TRUST BARC CAPTL ETF78464A474116,323$3.5M0.05%
235NEXTERA ENERGY INC COMNEE-PW48,028$3.4M0.05%
236ISHARES GOLD TR ISHARES NEWIAU76,187$3.3M0.05%
237NORTHROP GRUMMAN CORPNOC7,394$3.2M0.05%
238CHUBB LTDCB12,596$3.2M0.05%
239GENERAL DYNAMICS CORP COMGD10,779$3.1M0.05%
240STARWOOD PPTY TR INC COMSTHO160,815$3.0M0.04%
241INTEL CORP COMINTC97,024$3.0M0.04%
242ISHARES RUSSELL 2000 INDEX46428765514,798$3.0M0.04%
243BRISTOL MYERS SQUIBB CO COMCELG-RI71,744$3.0M0.04%
244GALLAGHER ARTHUR J & CO COM36357610911,462$3.0M0.04%
245FTAI AVIATION LTD SHSFTAIN28,765$3.0M0.04%
246WASTE MGMT INC DEL COM94106L10913,841$3.0M0.04%
247ABBVIE INC COMABBV16,933$2.9M0.04%
248LOCKHEED MARTIN CORP COMLMT6,138$2.9M0.04%
249VANGUARD WORLD FD ESG US STK ETF92191073329,014$2.8M0.04%
250VANGUARD BD INDEX FD INC SHORT TRM BOND92193782736,490$2.8M0.04%
2513M COMMM27,036$2.8M0.04%
252FIVE BELOW INC COMFIVE25,259$2.8M0.04%
253ULTA SALON COSMETCS & FRAG ICOMULTA7,096$2.7M0.04%
254NETFLIX INC COMNFLX4,017$2.7M0.04%
255GENUINE PARTS CO COMGPC19,343$2.7M0.04%
256ISHARES MSCI EAFE VALUE INDX46428887749,921$2.6M0.04%
257VANGUARD FTSE DEVELOPED MARKETS92194385852,622$2.6M0.04%
258BROADCOM INCAVGO1,580$2.5M0.04%
259PEPSICO INC COMPEP15,006$2.5M0.04%
260VANGUARD WORLD FDS INF TECH ETF92204A7024,285$2.5M0.04%
261BROADRIDGE FINL SOLUTIONS INCOM11133T10312,466$2.5M0.04%
262BOOKING HOLDINGS INCBKNG604$2.4M0.03%
263CVS CORP COMCVS40,154$2.4M0.03%
264NUSHARES ETF TR NUVEEN ESG SMLCPNU58,998$2.3M0.03%
265HOME DEPOT INC COMHD6,708$2.3M0.03%
266JOHNSON & JOHNSON COMJNJ15,731$2.3M0.03%
267ABBOTT LABS COMABLZF21,930$2.3M0.03%
268GILEAD SCIENCES INC COMGILD33,188$2.3M0.03%
269PACCAR INC COMPCAR22,093$2.3M0.03%
270ARES CAPITAL CORP COMARCC109,083$2.3M0.03%
271NUSHARES ETF TR NUVEEN ESG MIDCPNU53,496$2.2M0.03%
272ISHARES TR 3 7 YR TREAS BD46428866119,288$2.2M0.03%
273CONOCOPHILLIPSCOP19,470$2.2M0.03%
274THE CIGNA GROUP COM1255231006,665$2.2M0.03%
275ISHARES RUSSELL MIDCAP VALUE46428747318,023$2.2M0.03%
276ISHARES INC MSCI EMRG CHN46434G76436,629$2.2M0.03%
277CADENCE DESIGN SYSTEM INC COMCDNS6,887$2.1M0.03%
278PALO ALTO NETWORKS INC COMPANW6,231$2.1M0.03%
279SPDR SER TR PORTFOLIO S&P50078464A85432,939$2.1M0.03%
280CHEVRON CORP COMCVX13,375$2.1M0.03%
281DANAHER CORP DEL COM2358511028,189$2.0M0.03%
282EMERSON ELEC CO COMEMR18,554$2.0M0.03%
283DARDEN RESTAURANTS INC COMDRI13,469$2.0M0.03%
284CITIGROUP INC COM NEWC-PR32,118$2.0M0.03%
285TJX COS INC NEW COM87254010918,422$2.0M0.03%
286MARSH & MCLENNAN COS INC COM5717481029,490$2.0M0.03%
287MERCADOLIBRE INC COMMELI1,206$2.0M0.03%
288PAYCHEX INC COMPAYX16,484$2.0M0.03%
289MERCK & CO INC COMMRK15,727$1.9M0.03%
290VANGUARD INDEX FDS GROWTH ETF9229087365,187$1.9M0.03%
291ISHARES TR INDEX S&P 500 VALUE46428740810,633$1.9M0.03%
292ZOETIS INC CL AZTS11,143$1.9M0.03%
293GUGGENHEIM TAXABLE MUNI BD& INVST GRADE DEBIT TR401664107117,807$1.9M0.03%
294UNILEVER PLC SPON ADR NEWUNLYF33,546$1.8M0.03%
295TYLER TECHNOLOGIES INC COMTYL3,657$1.8M0.03%
296ATMOS ENERGY CORP COMATO15,635$1.8M0.03%
297ISHARES GLOBAL INTERMEDIATE CREDIT INDEX46428863835,207$1.8M0.03%
298SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4079,875$1.8M0.03%
299WISDOMTREE TR EMG MKTS SMCAPWT34,895$1.8M0.03%
300BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,402$1.8M0.03%
301CARRIER GLOBAL CORPORATION COMCARR27,858$1.8M0.03%
302CENCORA INCCOR7,731$1.7M0.03%
303CATERPILLAR INC DEL COMCAT5,118$1.7M0.02%
304MORGAN STANLEY DEAN WITTER & CO NEWMS-PQ17,353$1.7M0.02%
305ALPHABET INC CL AGOOG9,240$1.7M0.02%
306VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325055,034$1.7M0.02%
307DIAGEO P L C SPNSRD ADR NEWDGEAF13,298$1.7M0.02%
308VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70628,693$1.7M0.02%
309SERVICENOW INC COMNOW2,120$1.7M0.02%
310ORACLE CORP COMORCL-PD11,782$1.7M0.02%
311ISHARES TR U.S. AER&DEF ETF46428876012,589$1.7M0.02%
312STARBUCKS CORP COMSBUX21,341$1.7M0.02%
313CANADIAN PACIFIC KANSAS CITYCP21,094$1.7M0.02%
314INVESCO S&P 500 EQUAL WEIGHTIVZ10,027$1.6M0.02%
315KIMBERLY CLARK CORP COMKMB11,850$1.6M0.02%
316FIRST SOLAR INC COMFSLR7,250$1.6M0.02%
317ASTRAZENECA PLC SPONSORED ADRAZN20,698$1.6M0.02%
318META PLATFORMS INC CL AMETA3,197$1.6M0.02%
319SCHWAB STRATEGIC TR EMRG MKTEQ ETF80852470660,227$1.6M0.02%
320VANGUARD INDEX FDS MID CAP ETF9229086296,557$1.6M0.02%
321KLA-TENCOR CORP COMKLAC1,921$1.6M0.02%
322MARRIOTT INTL INC NEW CL A5719032026,540$1.6M0.02%
323WILLSCOT MOBILE MINI HOLDINGWSC41,378$1.6M0.02%
324SPDR BBG BARC HIGH YIELD BND78468R62216,460$1.6M0.02%
325NUSHARES ETF TR NUVEEN ESG MIDCPNU36,900$1.5M0.02%
326XYLEM INC COMXYL11,307$1.5M0.02%
327SELECT SECTOR SPDR TR COMMUNICATION81369Y85217,890$1.5M0.02%
328SPDR HEALTH CARE SEL81369Y20910,511$1.5M0.02%
329MARATHON PETE CORP COMMARA8,801$1.5M0.02%
330PPG INDS INC COM69350610712,038$1.5M0.02%
331MCDONALDS CORP COMMCD5,946$1.5M0.02%
332AON PLC SHS CL AAON5,042$1.5M0.02%
333FERRARI N V COMRACE3,584$1.5M0.02%
334SHELL PLC SPON ADSRYDAF20,273$1.5M0.02%
335ISHARES S&P MIDCAP 400 VALUE46428770512,888$1.5M0.02%
336TE CONNECTIVITY LTD SHSTEL9,630$1.4M0.02%
337EVEREST REINSURANCE GROUP LTDEG3,787$1.4M0.02%
338WELLS FARGO & CO NEW COM94974610124,295$1.4M0.02%
339PALANTIR TECHNOLOGIES INC CL APLTR56,926$1.4M0.02%
340EATON CORP PLC SHSETN4,585$1.4M0.02%
341ROPER INDS INC NEW COMROP2,523$1.4M0.02%
342DIMENSIONAL ETF TRUST US SMALL CAP ETF25434V50023,291$1.4M0.02%
343CORTEVA INC COMCTVA25,594$1.4M0.02%
344KEMPER CORP DEL COMKMPB22,931$1.4M0.02%
345QUALCOMM INC COMQCOM6,780$1.4M0.02%
346ISHARES S&P SMCAP 600 GROWTH46428788710,431$1.3M0.02%
347ISHARES RUSSELL 2000 VALUE4642876308,774$1.3M0.02%
348VANGUARD SCOTTSDALE FDS VNG RUS3000IDX92206C5995,549$1.3M0.02%
349HONEYWELL INTL INC COM4385161066,208$1.3M0.02%
350VANGUARD WORLD FDS ENERGY ETF92204A30610,345$1.3M0.02%
351BECTON DICKINSON & CO COMBDX5,614$1.3M0.02%
352ISHARES DJ SELECT DIVIDEND INDEX46428716810,834$1.3M0.02%
353SPDR SERIES TRUST INTR TRM CORP BD78464A37540,152$1.3M0.02%
354FEDEX CORP COMFDX4,332$1.3M0.02%
355DOW INC COMDOW24,345$1.3M0.02%
356TETRA TECH INCTTEK6,200$1.3M0.02%
357MIDCAP SPDR TR UNIT SER 1MDY2,365$1.3M0.02%
358THERMO FISHER SCIENTIFIC INCCOMTMO2,287$1.3M0.02%
359ISHARES TR BLACKROCK ULTRA46434V87825,011$1.3M0.02%
360CHIPOTLE MEXICAN GRILL INC COMCMG20,150$1.3M0.02%
361UNITEDHEALTH GROUP INC COMUNH2,475$1.3M0.02%
362ISHARES S&P MIDCAP 400 GROWTH46428760613,998$1.2M0.02%
363CHUBB LTDCB4,800$1.2M0.02%
364ISHARES TR HIGH YLD CORP46428851315,816$1.2M0.02%
365ISHARES TR MSCI USA MIN VOL46429B69714,411$1.2M0.02%
366LILLY ELI & CO COMLLY1,336$1.2M0.02%
367BLACKROCK INC CL ABLK1,518$1.2M0.02%
368HILTON WORLDWIDE HLDGS INC COMHLT5,462$1.2M0.02%
369PARKER HANNIFIN CORP COMPH2,350$1.2M0.02%
370NUVEEN CA QUALTY MUN INCOME COMNU103,041$1.2M0.02%
371ELEVANCE HEALTH INCELV2,185$1.2M0.02%
372RIO TINTO PLC SPONSORED ADRRTNTF17,947$1.2M0.02%
373VANGUARD STAR FD VG TL INTL STK F92190976819,584$1.2M0.02%
374RAYTHEON TECHNOLOGIES CORP COMRTX11,702$1.2M0.02%
375STERIS PLC SHS USDSTE5,340$1.2M0.02%
376ISHARES RUSSEL MIDCAP GROWTH46428748110,601$1.2M0.02%
377TRANE TECHNOLOGIES PLC SHSTT3,460$1.1M0.02%
378NORFOLK SOUTHERN CORP COM6558441085,295$1.1M0.02%
379VANGUARD INDEX FDS MCAP VL IDXVIP9229085127,505$1.1M0.02%
380PROCORE TECHNOLOGIES INC COMPCOR17,008$1.1M0.02%
381DISNEY WALT CO COM DISNEY25468710611,343$1.1M0.02%
382VANGUARD INDEX FDS SML CP GRW ETF9229085954,501$1.1M0.02%
383ISHARES TR MSCI KLD400 SOC46428857010,717$1.1M0.02%
384AFLAC INC COMAFL12,432$1.1M0.02%
385METLIFE INC COMMET-PF15,795$1.1M0.02%
386SEMPRA ENERGY COMSREA14,546$1.1M0.02%
387AIR PRODS & CHEMS INC COMAIIR4,250$1.1M0.02%
388AT&T INC COMT-PC57,262$1.1M0.02%
389ILLINOIS TOOL WKS INC COM4523081094,609$1.1M0.02%
390ISHR S&P U.S. PRD STK46428868734,595$1.1M0.02%
391SELECT SECTOR SPDR TR FINANCIALS81369Y60526,445$1.1M0.02%
392APTIV PLC SHSAPTV15,338$1.1M0.02%
393ICON PLC SHSICLR3,418$1.1M0.02%
394STRYKER CORP COMSYK3,146$1.1M0.02%
395VERISK ANALYTICS INC COMVRSK3,957$1.1M0.02%
396ISHARES TR SHORT TREAS BD4642886799,457$1.0M0.02%
397COOPER COS INC COM21664850111,903$1.0M0.02%
398LINDE PLC SHSLIN2,366$1.0M0.02%
399TOTAL FINA S A SPONSORED ADRTTE15,516$1.0M0.02%
400T-MOBILE US INC COMTMUSZ5,789$1.0M0.01%
401VANGUARD WORLD FDS HEALTH CAR ETF92204A5043,808$1.0M0.01%
402LENNAR CORP CL ALEN-B6,756$1.0M0.01%
403SAP SE SPON ADRSAPGF5,015$1.0M0.01%
404INTERNATIONAL BUSINESS MACHSCOMINTR5,838$1.0M0.01%
405YUM BRANDS INCYUM7,598$1.0M0.01%
406COPART INC COMCPRT18,530$1.0M0.01%
407VANGUARD WORLD FD ESG US CORP BD92191069116,129$1.0M0.01%
408MONOLITHIC PWR SYS INC COM6098391051,218$1.0M0.01%
409GENERAL MLS INC COM37033410415,731$995,1310.01%
410VANGUARD WELLINGTON FD US VALUE FACTR9219358058,748$989,1350.01%
411AGILENT TECHNOLOGIES INC COMA7,594$984,4070.01%
412BROOKFIELD INFRAST PARTNERS LP INT UNITG1625210135,521$974,3400.01%
413NUSHARES ETF TR NUVEEN ESG INTLNU31,076$967,3940.01%
414UBER TECHNOLOGIES INC COMUBER13,308$967,2190.01%
415ONEOK INC NEW COMOKE11,810$963,1020.01%
416ISHARES TR ESG AWARE MSCI46435U66325,000$962,5000.01%
417SPDR SER TR PORTFOLIO SH TSR78468R10133,310$961,3250.01%
418DELL TECHNOLOGIES INC CL CDELL6,946$957,9140.01%
419UNITED PARCEL SERVICE INC CL BUPS6,993$956,9900.01%
420AMERICAN EXPRESS CO COMAXP4,064$941,0140.01%
421EXXON MOBIL CORP COMXOM8,144$937,5360.01%
422OTIS WORLDWIDE CORP COMOTIS9,729$936,4850.01%
423VANGUARD SCOTTSDALE FDS VNG RUS2000IDX92206C66411,360$931,1770.01%
424NEXTERA ENERGY INC COMNEE-PW13,116$928,7430.01%
425AMERICAN WTR WKS CO INC NEW COM0304201037,189$928,5300.01%
426ENERGY SELECT SECTOR SPDR81369Y50610,149$925,0740.01%
427ISHARES TR MSCI EAFE ESG OP46435G51611,679$920,0680.01%
428QUANTA SVCS INC COM74762E1023,605$915,9890.01%
429INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ14,200$902,2680.01%
430SPDR INDUSTRIAL IDX81369Y7047,367$897,7990.01%
431DAVITA HEALTHCARE PARTNERSDVA6,464$895,7160.01%
432INVESCO QQQ TR UNIT SER 1IVZ1,867$894,4790.01%
433ETFIS SER TR I VIRTUS INFRCAP26923G82242,491$893,1600.01%
434EDWARDS LIFESCIENCES CORP COMEW9,668$893,0300.01%
435REXFORD INDL RLTY INC COM76169C10019,918$888,1310.01%
436RELX PLC SPONSORED ADRRLXXF19,356$888,0400.01%
437PROGRESSIVE CORP OHIO COM7433151034,262$885,2550.01%
438VGRD EUROPE ETF92204287413,233$883,5580.01%
439SPROTT PHYSICAL GOLD TRUST UNITSII48,872$882,1330.01%
440ORIX CORP SPONSORED ADRORXCF7,874$876,3640.01%
441CELANESE CORP DEL COMCE6,492$875,7030.01%
442GOLDMAN SACHS GROUP INC COMGSCE1,916$866,6410.01%
443NVR INC COMNVR114$865,0870.01%
444BANK NEW YORK MELLON CORP COM06405810014,400$862,2720.01%
445BROOKFIELD ASSET MANAGEMENT-A11300410522,667$862,2390.01%
446ISHARES RUSSELL 3000 GROWTH4642876716,750$860,4900.01%
447JACOBS SOLUTIONS INC COMJ6,159$860,4720.01%
448MCCORMICK & CO INC COM NON VTGMKC-V12,045$854,4560.01%
449WESTERN UN CO COMWU69,590$850,3880.01%
450MITSUBISHI UFJ FINL GROUP INSPONSORED ADR60682210478,398$846,6870.01%
451AMGEN INC COMAMGN2,694$841,7120.01%
452HDFC BANK LTD ADR REPS 3 SHSHDB13,051$839,5540.01%
453PHILIP MORRIS INTL INC COM7181721098,183$829,1780.01%
454TRANSDIGM GROUP INC COMTDG644$822,7750.01%
455ISHARES TR MSCI ACWI INDX4642882577,272$817,3690.01%
456TEXAS PACIFIC LAND CORPORATICOMTPL1,108$813,5680.01%
457REGENERON PHARMACEUTICALS COMREGN765$804,0360.01%
458BANCO BILBAO VIZCAYA ARGENTASPONSORED ADRBBVXF79,770$800,0780.01%
459ISHARES TR ESG SCRD S&P MID46436E55120,167$797,8050.01%
460CANADIAN NAT RES LTD COM13638510122,349$795,3880.01%
461ISHARE BIOTECH4642875565,771$792,1150.01%
462SPDR SERIES TRUST S&P BIOTECH78464A8708,537$791,4610.01%
463SONY CORP ADR NEWSNEJF9,268$787,2980.01%
464NU HLDGS LTD ORD SHS CL ANU61,018$786,5070.01%
465DUKE ENERGY CORP NEW COM NEWDUKB7,836$785,3930.01%
466WOODWARD INC COMWWD4,500$784,7100.01%
467HP INC COMHPQ22,391$784,1260.01%
468FIRST TR HIGH INCOME LONG / COM33738E10962,802$774,9760.01%
469FISERV INC COMFISV5,187$773,0610.01%
470APOLLO GLOBAL MGMT INC COM03769M1066,532$771,2320.01%
471ASML HOLDING N V N Y REGISTRY SHSASMLF751$768,0580.01%
472PDD HOLDINGS INC SPONSORED ADSPDD5,756$765,2450.01%
473THE DESCARTES SYSTEMS GROUP INC2499061087,895$764,5400.01%
474GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF23,395$764,0690.01%
475ABERDEEN STD GOLD ETF TR00326A10434,300$761,8010.01%
476AMERICA MOVIL SAB DE CVAMXOF44,051$748,8670.01%
477VANGUARD INDEX FDS EXTEND MKT ETF9229086524,427$747,2230.01%
478S&P GLOBAL INC.SPGI1,662$741,2520.01%
479IDEXX LABS INC COM45168D1041,520$740,5430.01%
480EQUINIX INC COM PAR $0.001EQIX967$731,6140.01%
481ICICI BK LTD ADRIBN25,198$725,6910.01%
482ISHARES TR MSCI INDIA ETF46429B59812,919$720,4890.01%
483GE AEROSPACE COM NEW3696043014,515$717,7360.01%
484SYNCHRONY FINANCIAL COMSYF-PB15,114$713,0580.01%
485BROOKFIELD CORP11271J10717,161$712,8670.01%
486CORNING INC COMGLW18,160$705,3290.01%
487ISHARES MSCI EAFE INDEX FUND4642874659,001$705,0470.01%
488INTERCONTINENTAL EXCHANGE INCOM45866F1045,140$703,6060.01%
489GILEAD SCIENCES INC COMGILD10,164$697,3500.01%
490FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS3444191066,446$693,8970.01%
491TRUIST FINL CORP COM89832Q10917,848$693,1920.01%
492VERTEX PHARMACEUTICALS INC COMVRTX1,447$678,2180.01%
493ISHARES TR CORE MSCI EAFE46432F8429,300$675,4560.01%
494MONDELEZ INTL INC CL A60920710510,224$669,0520.01%
495COSTCO WHSL CORP NEW COM22160K105785$667,2310.01%
496COCA COLA CO COMKO10,455$665,4600.01%
497DIMENSIONAL ETF TRUST US TARGETED VLU25434V60912,649$655,9760.01%
498ISHARES TR DJ INTL SEL DIVD46428844823,679$654,9540.01%
499NIKE INC CL BNKE8,689$654,8850.01%
500EOG RES INC COMEOG5,201$654,6460.01%