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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 OF NEVADA INC

Quarter ended Q2 2024 · Filed July 29, 2024 · Accession 0001999371-24-009136

Total Value
$3.60B
Positions
1,601
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORP COMMSFT535,540$239.4M6.79%
2APPLE COMPUTER INC COMAAPL945,100$199.1M5.64%
3NVIDIA CORP COMNVDA1,439,961$177.9M5.04%
4SPDR TR S&P 500SPY215,677$117.4M3.33%
5ALPHABET INC CL CGOOG565,114$103.7M2.94%
6AMAZON COM INC COMAMZN496,630$96.0M2.72%
7ISHARES S&P 500 INDEX464287200145,116$79.4M2.25%
8JP MORGAN CHASE & CO COMVYLD285,891$57.8M1.64%
9VISA INC COM CL AV209,500$55.0M1.56%
10ISHARES S&P MIDCAP 400 INDEX464287507929,895$54.4M1.54%
11ISHARES INC CORE MSCI EMKT46434G103909,848$48.7M1.38%
12VANGUARD EMERGING MARKET EQUITY ETF9220428581,088,349$47.6M1.35%
13VANGUARD FTSE DEVELOPED MARKETS921943858886,340$43.8M1.24%
14BROADCOM INCAVGO24,699$39.7M1.12%
15BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A96,095$39.1M1.11%
16META PLATFORMS INC CL AMETA68,554$34.6M0.98%
17ISHARES TR CORE MSCI EAFE46432F842433,980$31.5M0.89%
18EATON CORP PLC SHSETN92,808$29.1M0.83%
19MIDCAP SPDR TR UNIT SER 1MDY53,674$28.7M0.81%
20MERCK & CO INC NEW COMMRK231,098$28.6M0.81%
21INVESCO QQQ TR SER 1IVZ57,169$27.4M0.78%
22MICROSOFT CORP COMMSFT60,377$27.0M0.77%
23JOHNSON & JOHNSON COMJNJ182,869$26.7M0.76%
24ISHARES TR RUSSELL 100046428762286,778$25.8M0.73%
25CHEVRON CORP COMCVX164,144$25.7M0.73%
26LILLY ELI & CO COMLLY27,940$25.3M0.72%
27ISHARES RUSSELL 2000 VALUE464287630163,554$24.9M0.71%
28ALPHABET INC CL AGOOG136,453$24.9M0.70%
29TJX COS INC872540109225,168$24.8M0.70%
30ISHARES RUSSELL 2000 INDEX464287655119,443$24.2M0.69%
31APPLE COMPUTER INC COMAAPL114,796$24.2M0.69%
32CHIPOTLE MEXICAN GRILL INC COMCMG373,364$23.4M0.66%
33HONEYWELL INTL INC COM438516106106,217$22.7M0.64%
34SERVICENOW INC COMNOW28,750$22.6M0.64%
35COSTCO WHSL CORP NEW COM22160K10526,423$22.5M0.64%
36ISHARES S&P SMALL CAP 600464287804205,860$22.0M0.62%
37VANGUARD INDEX FDS S&P 500 ETF SHS92290836343,872$21.9M0.62%
38UNITEDHEALTH GROUP INC COMUNH40,329$20.5M0.58%
39VANGUARD INDEX FDS MID CAP ETF92290862984,670$20.5M0.58%
40THERMO FISHER SCIENTIFIC INCCOMTMO36,942$20.4M0.58%
41PEPSICO INC COMPEP119,108$19.6M0.56%
42ELEVANCE HEALTH INCELV36,012$19.5M0.55%
43LINDE PLC SHSLIN41,901$18.4M0.52%
44ABBOTT LABS COMABLZF165,796$17.2M0.49%
45PROCTER & GAMBLE CO COM742718109101,326$16.7M0.47%
46RTX CORPORATION COMRTX164,501$16.5M0.47%
47VANGUARD INDEX FDS LARGE CAP ETF92290863766,076$16.5M0.47%
48ABBVIE INC COMABBV92,082$15.8M0.45%
49MONOLITHIC PWR SYS INC COM60983910519,174$15.8M0.45%
50ISHARES RUSSELL MIDCAP INDEX464287499193,172$15.7M0.44%
51DISNEY WALT CO COM DISNEY254687106156,874$15.6M0.44%
52GOLDMAN SACHS GROUP INC COMGSCE33,538$15.2M0.43%
53ASML HOLDING N V N Y REGISTRY SHSASMLF14,373$14.7M0.42%
54NORFOLK SOUTHERN CORP COM65584410867,792$14.6M0.41%
55MCDONALDS CORP COMMCD56,482$14.4M0.41%
56BERKSHIRE HATHAWAY INC DEL CL ABRK-A23$14.1M0.40%
57DANAHER CORP DEL COM23585110255,203$13.8M0.39%
58SPDR SERIES TRUST S&P BIOTECH78464A870148,406$13.8M0.39%
59VANGUARD INDEX FDS SMALL CP ETF92290875162,938$13.7M0.39%
60PHILIP MORRIS INTL INC COM718172109133,137$13.5M0.38%
61BLACKSTONE INC COMBX107,869$13.4M0.38%
62UNITED RENTALS INC COMURI19,959$12.9M0.37%
63MARSH & MCLENNAN COS INC COM57174810257,663$12.2M0.34%
64COPART INC COMCPRT224,105$12.1M0.34%
65EOG RES INC COMEOG96,381$12.1M0.34%
66SALESFORCE COM INC COMCRM46,664$12.0M0.34%
67VALERO ENERGY CORP NEW COMVLO73,982$11.6M0.33%
68CATERPILLAR INC DEL COMCAT34,339$11.4M0.32%
69NOVO-NORDISK A S ADRNONOF75,696$10.8M0.31%
70ISHARES TR RUSSELL 300046428768934,903$10.8M0.31%
71ADVANCED MICRO DEVICES INC COMAMD64,240$10.4M0.30%
72NIKE INC CL BNKE138,236$10.4M0.30%
73BERKSHIRE HATHAWAY INC DEL CL ABRK-A17$10.4M0.30%
74SUN CMNTYS INC COM86667410485,476$10.3M0.29%
75HOME DEPOT INC COMHD29,609$10.2M0.29%
76DIAMONDS TR UNIT SER 178467X10925,995$10.2M0.29%
77I SHARES MSCI EAFE IDEX FUND464287465129,099$10.1M0.29%
78IQVIA HLDGS INC COMIQV47,420$10.0M0.28%
79S&P GLOBAL INCSPGI22,367$10.0M0.28%
80MOTOROLA SOLUTIONS INC COM NEWMSI25,821$10.0M0.28%
81FORTIVE CORP COMFTV133,268$9.9M0.28%
82BUILDERS FIRSTSOURCE INC COMBLDR70,446$9.8M0.28%
83SCHWAB STRATEGIC TR US MID-CAP ETF808524508124,973$9.7M0.28%
84ISHARES RUSSELL 2000 GROWTH46428764835,634$9.4M0.27%
85EXXON MOBIL CORP COMXOM80,122$9.2M0.26%
86INTUIT COMINTU14,029$9.2M0.26%
87MONDELEZ INTL INC CL A609207105138,957$9.1M0.26%
88WAL MART STORES INC COMWMT133,312$9.0M0.26%
89ORACLE CORP COMORCL-PD63,775$9.0M0.26%
90FAIR ISAAC CORP COMFICO6,031$9.0M0.25%
91AMAZON COM INC COMAMZN45,015$8.7M0.25%
92EAST-WEST BANCORP INCEWBC116,967$8.6M0.24%
93BLACKROCK INC COMBLK10,344$8.1M0.23%
94VANGUARD DIVIDEND APPRECIATION ETF92190884444,210$8.1M0.23%
95O REILLY AUTOMOTIVE INC NEW COM67103H1077,627$8.1M0.23%
96BOSTON PROPERTIES INC COMBXP128,712$7.9M0.22%
97OLD DOMINION FGHT LINES INC COMODFL43,568$7.7M0.22%
98AMERICAN EXPRESS CO COMAXP31,914$7.4M0.21%
99EAGLE MATERIALS INC26969P10833,846$7.4M0.21%
100VANGUARD INTL EQUITY INDEX FALLWRLD EX US922042775125,280$7.3M0.21%
101OLLIES BARGAIN OUTLT HLDGS ICOM68111610974,688$7.3M0.21%
102RBC BEARINGS INC COMRBC26,358$7.1M0.20%
103ALPHABET INC CL CGOOG37,764$6.9M0.20%
104SPDR TR S&P 500SPY12,703$6.9M0.20%
105COMCAST CORPCCZ176,462$6.9M0.20%
106SCHWAB STRATEGIC TR US SML CAP ETF808524607145,466$6.9M0.20%
107SIMPSON MANUFACTURING CO INCCOM82907310540,758$6.9M0.19%
108PNC FINL SVCS GROUP INC COM69347510543,943$6.8M0.19%
109TOPBUILD CORP COMBLD17,688$6.8M0.19%
110WEST PHARMACEUTICAL SVSC INCCOM95530610520,444$6.7M0.19%
111BROWN & BROWN INC COMBRO75,078$6.7M0.19%
112MIDCAP SPDR TR UNIT SER 1MDY12,362$6.6M0.19%
113BOOT BARN HLDGS INC COMBOOT51,243$6.6M0.19%
114CURTISS WRIGHT CORP COMCW23,763$6.4M0.18%
115CISCO SYS INC COMCSCO135,520$6.4M0.18%
116AMPHENOL CORP NEW CL A03209510195,186$6.4M0.18%
117VANGUARD INTERM CORP92206C87080,152$6.4M0.18%
118ISHARES RUSSEL 1000 VALUE46428759836,400$6.4M0.18%
119GRACO INC COMGGG79,703$6.3M0.18%
120ISHARES MSCI EMERGING MKTS464287234146,055$6.2M0.18%
121COCA COLA CO COMKO96,059$6.1M0.17%
122RLI CORP COMRLI43,224$6.1M0.17%
123ECOLAB INC COMECL24,526$5.8M0.17%
124RADNET INC COMRDNT95,255$5.6M0.16%
125LOWES COS INC COM54866110725,302$5.6M0.16%
126WINGSTOP INC COMWING12,839$5.4M0.15%
127VERTIV HOLDINGS CO COM CL AVRT62,540$5.4M0.15%
128GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC68,403$5.3M0.15%
129TELEDYNE TECHNOLOGIES INC COMTDY13,579$5.3M0.15%
130BANCORP INC DEL COMTBBK139,049$5.2M0.15%
131VERIZON COMMUNICATIONS COMVZ126,669$5.2M0.15%
132CASEYS GEN STORES INC COM14752810313,645$5.2M0.15%
133SPDR SER TR S&P DIVID ETF78464A76340,795$5.2M0.15%
134ALEXANDRIA REAL ESTATE EQ INCOM01527110944,275$5.2M0.15%
135EQT CORP COMEQT139,640$5.2M0.15%
136AIRBNB INC COM CL AABNB33,607$5.1M0.14%
137AMGEN INC COMAMGN16,306$5.1M0.14%
138ISHARES TR RUSSELL 100046428762216,976$5.1M0.14%
139SIMON PPTY GROUP INC NEW COM82880610932,727$5.0M0.14%
140HF SINCLAIR CORP COMDINO92,578$4.9M0.14%
141CME GROUP INC COMCME25,094$4.9M0.14%
142JP MORGAN CHASE & CO COMVYLD24,019$4.9M0.14%
143EXXON MOBIL CORP COMXOM41,486$4.8M0.14%
144AES CORP COMAES271,978$4.8M0.14%
145KINDER MORGAN INC DEL COMEP-PC239,308$4.8M0.13%
146NVIDIA CORP COMNVDA38,280$4.7M0.13%
147TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910026,772$4.7M0.13%
148INTERNATIONAL BUSINESS MACHSCOMINTR26,804$4.6M0.13%
149INTEL CORP COMINTC148,700$4.6M0.13%
150WD-40 CO COMWDFC20,935$4.6M0.13%
151BOEING CO COMBA-PA25,027$4.6M0.13%
152INVITATION HOMES INC COMINVH124,484$4.5M0.13%
153PEPSICO INC COMPEP26,955$4.4M0.13%
154ADOBE SYS INC COMADBE7,988$4.4M0.13%
155GE AEROSPACE COM NEW36960430127,573$4.4M0.12%
156SHERWIN WILLIAMS CO COMSHW14,675$4.4M0.12%
157GRAPHIC PACKAGING HLDG CO COMGPK167,038$4.4M0.12%
158HOULIHAN LOKEY INC CL AHLI31,671$4.3M0.12%
159MCKESSON CORP COMMCK7,313$4.3M0.12%
160UNION PAC CORP COMUNP17,982$4.1M0.12%
161VANGUARD INDEX FDS REIT ETF92290855348,229$4.0M0.11%
162HYATT HOTELS CORP COM CL AH26,510$4.0M0.11%
163DOMINOS PIZZA INC COMDPZ7,639$3.9M0.11%
164ISHARES TR S&P 100 ETF46428710114,865$3.9M0.11%
165APPLIED MATLS INC COM03822210516,273$3.8M0.11%
166FACTSET RESH SYS INC COM3030751059,365$3.8M0.11%
167GUIDEWIRE SOFTWARE INC COMGWRE27,423$3.8M0.11%
168DEERE & CO COMDE10,064$3.8M0.11%
169CIVITAS RESOURCES INC COM NEW17888H10354,213$3.7M0.11%
170DOLLAR GEN CORP NEW COM25667710528,250$3.7M0.11%
171STARBUCKS CORP COMSBUX47,755$3.7M0.11%
172JOHNSON & JOHNSON COMJNJ25,150$3.7M0.10%
173QUALCOMM INC COMQCOM18,349$3.7M0.10%
174ALPHABET INC CL AGOOG20,040$3.7M0.10%
175PFIZER INC COMPFE130,047$3.6M0.10%
176PLANET FITNESS INC CL APLNT49,192$3.6M0.10%
177MONGODB INC CL AMDB14,442$3.6M0.10%
178OTTER TAIL CORP COMOTTR40,594$3.6M0.10%
179ISHARES S&P NATIONAL MUNIS AMT-FREE46428841433,201$3.5M0.10%
1803M COMMM34,040$3.5M0.10%
181AMERICAN WTR WKS CO INC NEW COM03042010326,807$3.5M0.10%
182ISHARES NON-US STOCKS46428824063,938$3.4M0.10%
183ALTRIA GROUP INCMO72,975$3.3M0.09%
184ISHARES GOLD TR ISHARES NEWIAU75,377$3.3M0.09%
185LPL FINL HLDGS INC COM50212V10011,742$3.3M0.09%
186EMERSON ELEC CO COMEMR29,648$3.3M0.09%
187ILLINOIS TOOL WKS INC COM45230810913,534$3.2M0.09%
188TRAVELERS COMPANIES, INC COMTRV15,755$3.2M0.09%
189MARTIN MARIETTA MATLS INC COM5732841065,868$3.2M0.09%
190BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,745$3.2M0.09%
191ISHARES INC CORE MSCI EMKT46434G10358,729$3.1M0.09%
192SPDR GOLD TRUST GOLD SHSGLD14,365$3.1M0.09%
193VANGUARD INDEX FDS GROWTH ETF9229087368,229$3.1M0.09%
194COSTCO WHSL CORP NEW COM22160K1053,553$3.0M0.09%
195ISHARES TR KLD SOCIAL INDEX46428880226,092$2.9M0.08%
196PROCTER & GAMBLE CO COM74271810917,682$2.9M0.08%
197BANK OF AMERICA CORPORATION COM06050510472,587$2.9M0.08%
198STRYKER CORP COMSYK8,456$2.9M0.08%
199ISHARES RUSSELL 2000 INDEX46428765514,011$2.8M0.08%
200RENAISSANCERE HOLDINGS LTD COMRNR-PG12,681$2.8M0.08%
201GILEAD SCIENCES INC COMGILD41,264$2.8M0.08%
202VERTEX INC CL AVERX76,475$2.8M0.08%
203BRISTOL MYERS SQUIBB CO COMCELG-RI66,150$2.7M0.08%
204ISHARES S&P MIDCAP 400 VALUE46428770523,437$2.7M0.08%
205TEXAS INSTRS INC COM88250810413,622$2.6M0.08%
206CHEVRON CORP COMCVX16,743$2.6M0.07%
207EMERSON ELEC CO COMEMR23,751$2.6M0.07%
208AMERICAN ELEC PWR INC COM02553710129,386$2.6M0.07%
209HOME DEPOT INC COMHD7,482$2.6M0.07%
210ISHARES S&P MIDCAP 400 INDEX46428750743,765$2.6M0.07%
211COLGATE PALMOLIVE CO COMCL26,366$2.6M0.07%
212VANGUARD MUN BD FDS TAX EXEMPT BD92290774650,968$2.6M0.07%
213ISHARES RUSSELL 1000 GROWTH4642876146,938$2.5M0.07%
214MOODYS CORP COMMCO5,969$2.5M0.07%
215NUSHARES ETF TR NUVEEN ESG MIDCPNU59,034$2.5M0.07%
216LAUDER ESTEE COS INC CL A51843910423,089$2.5M0.07%
217VISA INC COM CL AV9,289$2.4M0.07%
218DATADOG INC CL A COMDDOG18,730$2.4M0.07%
219SPROTT INC COM NEWSII58,480$2.4M0.07%
220VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640620,388$2.4M0.07%
221INTUITIVE SURGICAL INC COM NEWISRG5,390$2.4M0.07%
222AXON ENTERPRISE INC COMAXON7,922$2.3M0.07%
223NEXTERA ENERGY INC COMNEE-PW32,910$2.3M0.07%
224ACCENTURE PLC IRELAND SHS CLASS AACN7,521$2.3M0.06%
225SPS COMM INC COMSPSC12,124$2.3M0.06%
226LAM RESEARCH CORP COMLRCX2,117$2.3M0.06%
227NOVARTIS A G SPONSORED ADRNVSEF21,133$2.2M0.06%
228PORTLAND GEN ELEC CO COM NEW73650884751,895$2.2M0.06%
229RPM INTL INC COM74968510320,795$2.2M0.06%
230CARRIER GLOBAL CORPORATION COMCARR35,487$2.2M0.06%
231EATON CORP PLC SHSETN7,134$2.2M0.06%
232ISHARES RUSSELL MIDCAP VALUE46428747318,143$2.2M0.06%
233VANGUARD INTL EQUITY INDEX FALLWRLD EX US92204277537,299$2.2M0.06%
234AVANTOR INC COMAVTR100,621$2.1M0.06%
235ISHARES S&P 500 INDEX4642872003,898$2.1M0.06%
236YUM BRANDS INC COMYUM16,003$2.1M0.06%
237KLA-TENCOR CORP COMKLAC2,542$2.1M0.06%
238MERCK & CO INC NEW COMMRK16,842$2.1M0.06%
239GENERAL MLS INC COM37033410431,700$2.0M0.06%
240PALO ALTO NETWORKS INC COMPANW5,846$2.0M0.06%
241UNITEDHEALTH GROUP INC COMUNH3,889$2.0M0.06%
242CISCO SYS INC COMCSCO41,297$2.0M0.06%
243CHECK POINT SOFTWARE TECH LTORDM2246510411,855$2.0M0.06%
244TESLA MTRS INC COMTSLA9,837$1.9M0.06%
245MASTERCARD INC CL AMA4,363$1.9M0.05%
246VANGUARD INDEX FDS STK MRK ETF9229087697,181$1.9M0.05%
247INTEL CORP COMINTC60,771$1.9M0.05%
248MCKESSON CORP COMMCK3,212$1.9M0.05%
249PURE STORAGE INC CL A74624M10228,990$1.9M0.05%
250SCHWAB STRATEGIC TR US LRG CAP ETF80852420128,793$1.8M0.05%
251INVESCO VARIABLE RATE PFDIVZ76,535$1.8M0.05%
252CELSIUS HLDGS INC COM NEWCELH31,924$1.8M0.05%
253GALLAGHER ARTHUR J & CO COM3635761096,971$1.8M0.05%
254MONDELEZ INTL INC CL A60920710527,455$1.8M0.05%
255SECTOR SPDR TR TECHNOLOGY81369Y8037,794$1.8M0.05%
256BIOGEN IDEC INCBIIB7,546$1.7M0.05%
257MARATHON PETE CORP COMMARA10,000$1.7M0.05%
258AUTOMATIC DATA PROCESSING INCOMADP7,257$1.7M0.05%
259AMERICAN TOWER CORP03027X1008,771$1.7M0.05%
260INVESCO QQQ TR SER 1IVZ3,540$1.7M0.05%
261ISHARES TR LEHMAN AGGREGATE BONDS46428722617,378$1.7M0.05%
262FORTINET INC COMFTNT27,185$1.6M0.05%
263INTUITIVE SURGICAL INC COM NEWISRG3,618$1.6M0.05%
264GE AEROSPACE COM NEW36960430110,053$1.6M0.05%
265NUSHARES ETF TR NUVEEN ESG SMLCPNU39,792$1.6M0.04%
266PROLOGIS INC COMPLDGP13,932$1.6M0.04%
267BECTON DICKINSON & CO COMBDX6,622$1.5M0.04%
268ACCENTURE PLC IRELAND SHS CLASS AACN5,054$1.5M0.04%
269VANGUARD FTSE DEVELOPED MARKETS92194385830,951$1.5M0.04%
270VEEVA SYS INC CL A COMVEEV8,151$1.5M0.04%
271SCHWAB CHARLES CORP NEW COMSCHW-PJ19,921$1.5M0.04%
272FIVE BELOW INC COMFIVE13,443$1.5M0.04%
273CONOCOPHILLIPSCOP12,762$1.5M0.04%
274OTIS WORLDWIDE CORP COMOTIS15,029$1.4M0.04%
275ABBOTT LABS COMABLZF13,759$1.4M0.04%
276AMERICAN EXPRESS CO COMAXP6,123$1.4M0.04%
277CHUBB LTDCB5,530$1.4M0.04%
278ABBVIE INC COMABBV8,181$1.4M0.04%
279SPDR SERIES TRUST INTR TRM CORP BD78464A37542,846$1.4M0.04%
280DIAGEO P L C SPON ADR NEWDGEAF11,038$1.4M0.04%
281LOWES COS INC COM5486611076,169$1.4M0.04%
282WELLS FARGO & CO NEW COM94974610122,822$1.4M0.04%
283LILLY ELI & CO COMLLY1,487$1.3M0.04%
284RTX CORPORATION COMRTX13,271$1.3M0.04%
285INVESCO EXCH TRADED FD TR IISR LN ETFIVZ63,125$1.3M0.04%
286MCDONALDS CORP COMMCD5,162$1.3M0.04%
287UNILEVER PLC SPON ADR NEWUNLYF23,919$1.3M0.04%
288MICROCHIP TECHNOLOGY INC COMMCHPP14,330$1.3M0.04%
289SHELL PLC SPON ADSRYDAF18,052$1.3M0.04%
290SPDR SER TR BBG CONV SEC ETF78464A35917,925$1.3M0.04%
291NIKE INC CL BNKE17,100$1.3M0.04%
292THERMO FISHER SCIENTIFIC INCCOMTMO2,297$1.3M0.04%
293ISHARES S&P SMCAP 600 VALUE46428787912,975$1.3M0.04%
294WASTE MGMT INC DEL COM94106L1095,900$1.3M0.04%
295AIR PRODS & CHEMS INC COMAIIR4,861$1.3M0.04%
296MERCADOLIBRE INC COMMELI762$1.3M0.04%
297LOCKHEED MARTIN CORP COMLMT2,671$1.2M0.04%
298TJX COS INC87254010911,329$1.2M0.04%
299INVESCO EXCHANGE TRADED FD TS&P500 EQL WGTIVZ7,475$1.2M0.03%
300ARISTA NETWORKS INC COMANET3,480$1.2M0.03%
301GE VERNOVA INCGEV7,084$1.2M0.03%
302TRAVELERS COMPANIES, INC COMTRV5,959$1.2M0.03%
303ISHARES RUSSELL 1000 GROWTH4642876143,294$1.2M0.03%
304UNITED PARCEL SERVICE INC CL BUPS8,768$1.2M0.03%
305VANGUARD INDEX FDS EXTEND MKT ETF9229086527,108$1.2M0.03%
306INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ18,749$1.2M0.03%
307THE CIGNA GROUP COM1255231003,571$1.2M0.03%
308ISHARES RUSSELL MIDCAP INDEX46428749914,527$1.2M0.03%
309WORLD GOLD TR SPDR GLD MINISGLDW25,500$1.2M0.03%
310KIMBERLY CLARK CORP COMKMB8,472$1.2M0.03%
311CITIGROUP INC COM NEWC-PR17,778$1.1M0.03%
312AT&T INC COMT-PC58,042$1.1M0.03%
313CANADIAN NATL RY CO COM1363751029,350$1.1M0.03%
314UNIVERSAL HLTH SVCS INC CL B9139031005,950$1.1M0.03%
315SYNCHRONY FINANCIAL COMSYF-PB23,211$1.1M0.03%
316ISHARES DJ EUR/.PAC DIV46428844839,489$1.1M0.03%
317SMUCKER J M CO COM NEW83269640510,000$1.1M0.03%
318MARATHON PETE CORP COMMARA6,284$1.1M0.03%
319TRANSDIGM GROUP INC COMTDG846$1.1M0.03%
320NORTHROP GRUMMAN CORP COMNOC2,468$1.1M0.03%
321AMGEN INC COMAMGN3,433$1.1M0.03%
322BLACKROCK INC COMBLK1,355$1.1M0.03%
323VANECK VECTORS MORNINGSTAR WIDE92189F64312,295$1.1M0.03%
324ULTA BEAUTY INC COMULTA2,756$1.1M0.03%
325BRISTOL MYERS SQUIBB CO COMCELG-RI25,510$1.1M0.03%
326APTIV PLC SHSAPTV15,016$1.1M0.03%
327ISHARES RUSSELL 2000 VALUE4642876306,933$1.1M0.03%
328VANGUARD SHRT-TERM CORP92206C40913,539$1.0M0.03%
329WESTERN ASSET INTER MUNI FD COM958435109133,089$1.0M0.03%
330TARGET CORP COMTGT7,064$1.0M0.03%
331VANGUARD WORLD FD ESG US STK ETF92191073310,785$1.0M0.03%
332BLACKROCK ENH CAP & INC FD ICOMBLK51,050$1.0M0.03%
333AUTOMATIC DATA PROCESSING INCOMADP4,261$1.0M0.03%
334VANGUARD EMERGING MARKET EQUITY ETF92204285822,942$1.0M0.03%
335INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEVIVZ9,600$997,4400.03%
336ISHARES DJ SELECT DIVD INDEX4642871688,162$987,4360.03%
337VANGUARD INDEX FDS MCAP VL IDXVIP9229085126,451$970,4210.03%
338VERIZON COMMUNICATIONS COMVZ22,964$946,7970.03%
339DOW INC COMDOW17,794$943,7610.03%
340HESS CORP COMHESM6,353$937,1870.03%
341NUSHARES ETF TR NUVEEN ESG INTLNU30,044$935,2660.03%
342DISNEY WALT CO COM DISNEY2546871069,358$929,1490.03%
343PHILIP MORRIS INTL INC COM7181721099,027$914,7010.03%
344VANGUARD INDEX FDS REIT ETF92290855310,854$909,1280.03%
345HONEYWELL INTL INC COM4385161064,251$907,7520.03%
346ISHARES TR CORE HIGH DV ETF46429B6638,344$906,9890.03%
347DANAHER CORP DEL COM2358511023,621$904,7030.03%
348SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4074,932$899,5920.03%
349HERSHEY CO COMHSY4,827$887,3450.03%
350SPROTT PHYSICAL GOLD TR UNITSII48,717$879,3400.02%
351ISHARES S&P SMALL CAP 6004642878048,232$878,0210.02%
352META PLATFORMS INC CL AMETA1,738$876,3100.02%
353BP AMOCO P L C SPONSORED ADRBPPFF24,173$872,3930.02%
354BOEING CO COMBA-PA4,788$871,4600.02%
355NXP SEMICONDUCTORS N V COMNXPI3,235$870,4690.02%
356ASTRAZENECA PLC SPONSORED ADRAZN11,037$860,7600.02%
357INVESCO TAXABLE MUNICIPAL BDIVZ32,235$850,0280.02%
358ELEVANCE HEALTH INCELV1,566$848,5310.02%
359FRANKLIN TEMPLETON ETF TR FRANKLIN INDIAFGDL20,810$829,4850.02%
360PIMCO ETF TR ENHAN SHRT MAT72201R8338,224$827,7400.02%
361ORACLE CORP COMORCL-PD5,836$824,0420.02%
362ISHARES SILVER TRUST ISHARESSLV31,000$823,3600.02%
363CADENCE DESIGN SYSTEMS INCCDNS2,657$817,6790.02%
364CVS CORP COMCVS13,800$814,9960.02%
365NORFOLK SOUTHERN CORP COM6558441083,761$807,4450.02%
366VANGUARD INDEX FDS MID CAP ETF9229086293,200$774,7200.02%
367MEDTRONIC PLC SHSMDT9,728$765,6830.02%
368HILTON WORLDWIDE HLDGS INC COMHLT3,500$763,6930.02%
369AMERICA MOVIL SAB DE CVAMXOF44,733$760,4610.02%
370WISDOMTREE TR US TOTAL DIVIDNDWT10,707$758,3760.02%
371VANGUARD WORLD FDS HEALTH CAR ETF92204A5042,826$751,7160.02%
372SONY CORP SPONSORED ADRSNEJF8,656$735,3110.02%
373BLACKSTONE INC COMBX5,796$717,5430.02%
374UNION PAC CORP COMUNP3,141$710,6770.02%
375PACCAR INC COMPCAR6,892$709,4600.02%
376ISHARES S&P 500/BARRA VALUE4642874083,873$704,9240.02%
377ALLSTATE CORP COMALL-PJ4,399$702,3420.02%
378PHILLIPS 66 COMPSX4,954$699,3510.02%
379BROADCOM INCAVGO434$696,7950.02%
380TARGET CORP COMTGT4,692$694,5990.02%
381MCCORMICK & CO INC COM NON VTGMKC-V9,764$692,6460.02%
382ISHARES MSCI EMERGING MKTS46428723415,988$680,9270.02%
383COCA COLA CO COMKO10,583$673,6040.02%
384SECTOR SPDR TR TECHNOLOGY81369Y8032,943$665,7920.02%
385HUBBELL INC COMHUBB1,793$655,2860.02%
386TOTAL S A SPONSORED ADRTTE9,782$652,2480.02%
387COMCAST CORPCCZ16,375$641,0760.02%
388ISHARES S&P MIDCAP400 GROWTH4642876067,234$637,3850.02%
389DUPONT DE NEMOURS INC COMDD7,917$637,2370.02%
390SPDR SER TR S&P DIVID ETF78464A7634,995$635,2620.02%
391AMERICAN WTR WKS CO INC NEW COM0304201034,902$633,1410.02%
392TRANE TECHNOLOGIES PLC SHSTT1,920$631,5210.02%
393ECOLAB INC COMECL2,652$631,1760.02%
394GOLDMAN SACHS GROUP INC COMGSCE1,395$630,9820.02%
395VANGUARD BD INDEX FD INC SHORT TRM BOND9219378278,049$617,3560.02%
396NETFLIX INC COMNFLX904$610,0860.02%
397SEMPRA ENERGY COMSREA7,763$590,4490.02%
398J P MORGAN EXCHANGE TRADED FBETABUILDRS US46641Q3995,963$585,0890.02%
399ISHARES NON-US STOCKS46428824010,999$584,3760.02%
400GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF17,845$582,8110.02%
401AMETEK INC NEW COMAME3,477$579,6480.02%
402VERALTO CORPVLTO5,933$566,3900.02%
403BANK NEW YORK MELLON CORP COM0640581009,185$549,9920.02%
404I SHARES MSCI EAFE IDEX FUND4642874656,946$544,0770.02%
405ATMOS ENERGY CORP COMATO4,645$541,8270.02%
406GENUINE PARTS CO COMGPC3,893$538,4680.02%
407ISHARES TR MSCI KLD400 SOC4642885705,184$538,3570.02%
408SPDR SERIES TRUST BARC CAPTL ETF78464A47418,005$534,7460.02%
409PDD HOLDINGS INC SPONSORED ADSPDD4,006$532,5910.02%
410TE CONNECTIVITY LTD SHSTEL3,537$532,0640.02%
411AON PLC SHS CL AAON1,801$528,7150.01%
412INTERCONTINENTAL EXCHANGE INCOM45866F1043,858$528,1150.01%
413T ROWE PRICE GROUP INCTROW4,580$528,1130.01%
414ISHARES MSCI EAFE VALUE INDX4642888779,938$527,1090.01%
415ISHARES TR MSCI USA MIN VOL46429B6976,276$526,9320.01%
416EQUINIX INC COMEQIX696$526,5790.01%
417AFLAC INC COMAFL5,886$525,6710.01%
418PFIZER INC COMPFE18,538$518,5070.01%
419WABTEC COM9297401083,233$510,9730.01%
420PAYCHEX INC COMPAYX4,299$509,6800.01%
421VANGUARD INDEX FDS MCAP GR IDXVIP9229085382,202$505,4900.01%
422BHP BILLITON LTD SPONSORED ADRBHPLF8,549$488,0580.01%
423CORTEVA INC COMCTVA9,046$487,8200.01%
424ISHR US HEALTHCARE4642877627,875$482,5000.01%
425L3HARRIS TECHNOLOGIES INC COMLHX2,137$479,9210.01%
426WISDOMTREE TR US LARGECAP DIVDWT6,580$478,6950.01%
427ISHARES S&P SMCAP 600 GROWTH4642878873,702$475,4460.01%
428CORTEVA INC COMCTVA8,744$471,5610.01%
429REINSURANCE GRP OF AMERICA ICOM NEW7593516042,286$469,2450.01%
430VALERO ENERGY CORP NEW COMVLO2,980$467,1400.01%
431ISHARES TR CORE S&P TTL STK4642871503,908$464,1880.01%
432ANALOG DEVICES INC COMADI2,015$459,9360.01%
433HERITAGE COMM CORP COMHTBK52,791$459,2810.01%
434FERRARI N V COMRACE1,124$458,9840.01%
435US BANCORP DEL COM NEWUSB-PS11,446$454,3990.01%
436SELECT SECTOR SPDR TR COMMUNICATION81369Y8525,301$454,0300.01%
437WAL MART STORES INC COMWMT6,675$451,8940.01%
438ISHARES TR CORE MSCI EAFE46432F8426,211$451,1010.01%
439NU HLDGS LTD ORD SHS CL ANU34,865$449,4040.01%
440ISHARES US CONSUMER4642875805,520$448,6640.01%
441INTUIT COMINTU678$445,5850.01%
442SOLVENTUM CORPSOLV8,423$445,3570.01%
443DOW INC COMDOW8,373$444,1000.01%
444WELLTOWER INC COMWELL4,251$443,1630.01%
445ISHARES SHORT-TERM CORPORATEBOND ETF4642886468,645$442,9660.01%
446COLGATE PALMOLIVE CO COMCL4,537$440,2700.01%
447BROOKFIELD CORP11271J10710,493$435,8790.01%
448ISHARES MIN VOL GBL ETF4642865254,150$434,2560.01%
449GE VERNOVA INCGEV2,513$431,0020.01%
450FISERV INC COMFISV2,884$429,8260.01%
451PARKER HANNIFIN CORP COMPH843$426,3840.01%
452BAXTER INTL INC COM07181310912,551$419,8280.01%
453ISHARES NATIONAL 0-5 YR MUNIS4642881584,011$419,3440.01%
454CATERPILLAR INC DEL COMCAT1,252$417,0260.01%
455SYNCHRONY FINANCIAL COMSYF-PB8,731$411,9240.01%
456VANGUARD INDEX FDS SM CP VAL ETF9229086112,252$411,0320.01%
457VERISK ANALYTICS INC COMVRSK1,520$409,6870.01%
458CANADIAN PACIFIC KANSAS CITYCOMCP5,189$408,4730.01%
459SERVICENOW INC COMNOW518$407,4870.01%
460NOVARTIS A G SPONSORED ADRNVSEF3,807$405,2920.01%
461CHIPOTLE MEXICAN GRILL INC COMCMG6,450$404,0910.01%
462DUPONT DE NEMOURS INC COMDD5,006$402,9150.01%
463SELECT SECTOR SPDR TR FINANCIALS81369Y6059,719$399,5440.01%
464QUALCOMM INC COMQCOM2,000$398,3600.01%
465WELLS FARGO & CO NEW COM9497461016,649$394,8170.01%
466BCE INC COM NEWBCPPF12,098$391,4900.01%
467EOG RES INC COMEOG3,050$383,9020.01%
468INVESCO WATER RESOURCES ETFIVZ5,850$379,6650.01%
469PRUDENTIAL FINANCIAL INCPUKPF3,239$379,5710.01%
470CARRIER GLOBAL CORPORATION COMCARR5,990$377,8490.01%
471SELECT SECTOR SPDR TR SBI INT-INDS81369Y7043,092$376,8180.01%
472COINBASE GLOBAL INC COM CL ACOIN1,692$376,0080.01%
473HDFC BANK LTD SPONSORED ADSHDB5,841$375,7420.01%
474WELLS FARGO CO NEW PERP PFD CNV A949746804315$374,5170.01%
475ISHARE BIOTECH4642875562,715$372,6560.01%
476M & T BK CORP COM55261F1042,458$372,0350.01%
477AT&T INC COMT-PC19,450$371,6880.01%
478IDEXX LABS INC COM45168D104761$370,7540.01%
479INVESTORS TITLE CO COMITIC2,055$370,1670.01%
480CINTAS CORP COMCTAS528$369,7310.01%
481REINSURANCE GRP OF AMERICA ICOM NEW7593516041,800$369,4860.01%
482TRUIST FINL CORP COM89832Q1099,486$368,4230.01%
483S&P GLOBAL INCSPGI819$365,2740.01%
484TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR8740391002,100$365,0010.01%
485ISHARES GLOBAL INTERMEDIATE CREDIT INDEX4642886387,021$359,8220.01%
486KIMBERLY CLARK CORP COMKMB2,600$359,3200.01%
487LINDE PLC SHSLIN816$358,0580.01%
488ISHARES S&P 500/BARRA GROWTH4642873093,804$352,0220.01%
489METLIFE INC.MET-PF5,000$350,9500.01%
490SPDR SER TR PORTFOLIO S&P60078468R8538,389$348,3100.01%
491STERIS PLC SHS USDSTE1,566$343,7960.01%
492ISHARES RUSSEL MIDCAP GROWTH4642874813,106$342,7470.01%
493ISHARES GOLD TR ISHARES NEWIAU7,800$342,6540.01%
494INVESCO EXCHANGE TRADED FD TDYNMC PHRMCTLSIVZ4,130$339,4860.01%
495DIMENSIONAL ETF TRUST US CORE EQUITY 225434V70810,468$337,3820.01%
496SCHWAB STRATEGIC TR US SML CAP ETF8085246077,102$336,9890.01%
497LAM RESEARCH CORP COMLRCX315$335,4250.01%
498AFLAC INC COMAFL3,748$334,7320.01%
499CANADIAN NAT RES LTD COM1363851019,322$331,7610.01%
500ISHARES TR 3 7 YR TREAS BD4642886612,842$328,1610.01%