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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 Q3 2024 · Filed October 21, 2024 · Accession 0001999371-24-013629

Total Value
$7.47B
Positions
1,913
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORP COMNVDA3,630,992$440.9M6.05%
2APPLE COMPUTER INC COMAAPL1,734,022$404.0M5.55%
3MICROSOFT CORP COMMSFT858,457$369.4M5.07%
4SPDR TR S&P 500SPY406,600$233.3M3.20%
5ISHARES S&P 500 INDEX464287200399,302$230.3M3.16%
6ALPHABET INC CL CGOOG1,362,351$227.8M3.13%
7AMAZON COM INC COMAMZN1,065,671$198.6M2.73%
8J P MORGAN CHASE & CO COMVYLD576,758$121.6M1.67%
9BROADCOM INCAVGO674,044$116.3M1.60%
10VISA INC COM CL AV416,309$114.5M1.57%
11ISHARES S&P MIDCAP 400 INDEX4642875071,714,764$106.8M1.47%
12META PLATFORMS INC CL AMETA183,762$105.2M1.44%
13BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A201,098$92.6M1.27%
14LILLY ELI & CO COMLLY102,588$90.9M1.25%
15EATON CORP PLC SHSETN248,137$82.2M1.13%
16MIDCAP SPDR TR UNIT SER 1MDY136,354$77.7M1.07%
17VANGUARD FTSE DEVELOPED MARKETS9219438581,405,813$74.2M1.02%
18ISHARES S&P SMALL CAP 600464287804621,591$72.7M1.00%
19APPLIED MATLS INC COM038222105359,492$72.6M1.00%
20TJX COS INC NEW COM872540109555,227$65.3M0.90%
21SERVICENOW INC COMNOW72,697$65.0M0.89%
22MERCK & CO INC COMMRK490,957$55.8M0.77%
23ISHARES RUSSELL 2000 INDEX464287655248,060$54.8M0.75%
24CHEVRON CORP COMCVX370,149$54.5M0.75%
25CHIPOTLE MEXICAN GRILL INC COMCMG934,434$53.8M0.74%
26HONEYWELL INTL INC COM438516106259,863$53.7M0.74%
27LINDE PLC SHSLIN110,562$52.7M0.72%
28THERMO FISHER SCIENTIFIC INCCOMTMO85,134$52.7M0.72%
29JOHNSON & JOHNSON COMJNJ320,517$51.9M0.71%
30COSTCO WHSL CORP NEW COM22160K10558,546$51.9M0.71%
31UNITEDHEALTH GROUP INC COMUNH87,512$51.2M0.70%
32ISHARES RUSSELL 2000 VALUE464287630300,414$50.1M0.69%
33ISHARES INC CORE MSCI EMKT46434G103868,230$49.8M0.68%
34VANGUARD EMERGING MARKET EQUITY ETF9220428581,014,361$48.5M0.67%
35BLACKSTONE INC COMBX314,895$48.2M0.66%
36ABBVIE INC COMABBV230,113$45.4M0.62%
37RAYTHEON TECHNOLOGIES CORP COMRTX372,606$45.1M0.62%
38BERKSHIRE HATHAWAY INC DEL CL ABRK-A65$44.9M0.62%
39ELEVANCE HEALTH INCELV85,822$44.6M0.61%
40PROCTER & GAMBLE CO COM742718109256,766$44.5M0.61%
41UNITED RENTALS INC COMURI53,399$43.2M0.59%
42NORFOLK SOUTHERN CORP COM655844108170,653$42.4M0.58%
43ALPHABET INC CL AGOOG248,855$41.3M0.57%
44ABBOTT LABS COMABLZF360,583$41.1M0.56%
45PHILIP MORRIS INTL INC COM718172109323,781$39.3M0.54%
46MONOLITHIC PWR SYS INC COM60983910539,072$36.1M0.50%
47GOLDMAN SACHS GROUP INC COMGSCE70,171$34.7M0.48%
48DANAHER CORP DEL COM235851102118,851$33.0M0.45%
49MARSH & MCLENNAN COS INC COM571748102146,496$32.7M0.45%
50ISHARES TR RUSSELL 1000464287622100,903$31.7M0.44%
51ISHARES TR CORE MSCI EAFE46432F842399,262$31.2M0.43%
52S&P GLOBAL INC.SPGI60,029$31.0M0.43%
53DISNEY WALT CO COM DISNEY254687106317,850$30.6M0.42%
54ASML HOLDING N V N Y REGISTRY SHSASMLF36,426$30.4M0.42%
55PEPSICO INC COMPEP176,688$30.0M0.41%
56SPDR SERIES TRUST S&P BIOTECH78464A870302,490$29.9M0.41%
57SALESFORCE COM INC COMCRM105,876$29.0M0.40%
58PNC FINL SVCS GROUP INC COM693475105154,921$28.6M0.39%
59MOTOROLA SOLUTIONS INC COM NEWMSI62,601$28.1M0.39%
60SUN COMMUNITIES INC866674104206,212$27.9M0.38%
61IQVIA HLDGS INC COMIQV116,746$27.7M0.38%
62EOG RES INC COMEOG218,928$26.9M0.37%
63HOME DEPOT INC COMHD64,109$26.0M0.36%
64FORTIVE CORP COMFTV321,287$25.4M0.35%
65VALERO ENERGY CORP NEW COMVLO187,132$25.3M0.35%
66VANGUARD INDEX FDS MID CAP ETF92290862995,677$25.2M0.35%
67ADVANCED MICRO DEVICES INC COMAMD150,513$24.7M0.34%
68FAIR ISAAC & CO INCFICO12,697$24.7M0.34%
69INTUIT COMINTU39,497$24.5M0.34%
70COPART INC COMCPRT458,286$24.0M0.33%
71O REILLY AUTOMOTIVE INC NEW COM67103H10720,262$23.3M0.32%
72BOSTON PROPERTIES INC COMBXP289,280$23.3M0.32%
73ORACLE CORP COMORCL-PD131,907$22.5M0.31%
74BUILDERS FIRSTSOURCE INC COMBLDR112,399$21.8M0.30%
75MONDELEZ INTL INC CL A609207105290,239$21.4M0.29%
76INTUITIVE SURGICAL INCISRG41,911$20.6M0.28%
77EAST WEST BANCORP INC COMEWBC246,195$20.4M0.28%
78MCDONALDS CORP COMMCD65,988$20.1M0.28%
79VGRD FTSE ALL WORLD ETF922042775315,634$19.9M0.27%
80WAL MART STORES INC COMWMT243,822$19.7M0.27%
81EAGLE MATERIALS INC COM26969P10867,323$19.4M0.27%
82LOWE'S COS54866110770,535$19.1M0.26%
83CURTISS WRIGHT CORP COMCW56,175$18.5M0.25%
84MICROSOFT CORP COMMSFT42,631$18.3M0.25%
85BROWN & BROWN INC COMBRO176,446$18.3M0.25%
86OLD DOMINION FGHT LINES INC COMODFL88,578$17.6M0.24%
87AMERICAN EXPRESS CO COMAXP64,805$17.6M0.24%
88CATERPILLAR INC DEL COMCAT44,336$17.3M0.24%
89AIRBNB INC COM CL AABNB136,457$17.3M0.24%
90COMCAST CORPCCZ410,782$17.2M0.24%
91EXXON MOBIL CORP COMXOM144,893$17.0M0.23%
92ISHARES RUSSELL MIDCAP INDEX464287499185,526$16.4M0.22%
93ECOLAB INC COMECL63,814$16.3M0.22%
94SHERWIN WILLIAMS CO COMSHW42,330$16.2M0.22%
95AMPHENOL CORP NEW CL A032095101246,460$16.1M0.22%
96RBC BEARINGS INC COMRBC53,444$16.0M0.22%
97MASTERCARD INC CL AMA31,149$15.4M0.21%
98BOOT BARN HLDGS INC COMBOOT91,611$15.3M0.21%
99GRACO INC COMGGG173,283$15.2M0.21%
100SIMPSON MANUFACTURING CO INCCOM82907310578,624$15.0M0.21%
101TOPBUILD CORP COMBLD36,376$14.8M0.20%
102KKR & CO INC COMKKRT113,033$14.8M0.20%
103INVESCO QQQ TR UNIT SER 1IVZ29,560$14.4M0.20%
104SPDR TR S&P 500SPY24,711$14.2M0.19%
105COINBASE GLOBAL INC COM CL ACOIN79,508$14.2M0.19%
106ISHARES RUSSELL 1000 GROWTH46428761437,433$14.1M0.19%
107VANGUARD INDEX FDS SMALL CP ETF92290875158,126$13.8M0.19%
108TELEDYNE TECHNOLOGIES INC COMTDY31,494$13.8M0.19%
109APPLE COMPUTER INC COMAAPL58,624$13.7M0.19%
110VANGUARD DIVIDEND APPRECIATION ETF92190884468,167$13.5M0.19%
111SCHWAB CHARLES CORP NEW COMSCHW-PJ205,548$13.3M0.18%
112RADNET INC COMRDNT191,823$13.3M0.18%
113RLI CORP COMRLI85,030$13.2M0.18%
114COCA COLA CO COMKO183,041$13.2M0.18%
115TRAVELERS COMPANIES, INC COMTRV55,578$13.0M0.18%
116AES CORP COMAES628,629$12.6M0.17%
117CONSTELLATION BRANDS INCSTZ47,920$12.3M0.17%
118SIMON PPTY GROUP INC NEW COM82880610972,906$12.3M0.17%
119VERTIV HOLDINGS CO COM CL AVRT123,497$12.3M0.17%
120PIMCO ETF TR ENHAN SHRT MAT72201R833121,873$12.3M0.17%
121WEST PHARMACEUTICAL SVSC INCCOM95530610540,618$12.2M0.17%
122BLACKROCK INC CL ABLK12,568$11.9M0.16%
123ISHARES MSCI EAFE INDEX FUND464287465140,248$11.7M0.16%
124VANGUARD INDEX FDS S&P 500 ETF SHS92290836321,018$11.1M0.15%
125GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC116,707$11.0M0.15%
126WD-40 CO COMWDFC42,219$10.9M0.15%
127INVITATION HOMES INC COMINVH302,443$10.7M0.15%
128AMGEN INC COMAMGN32,621$10.5M0.14%
129CHENIERE ENERGY INC COM NEWLNG56,879$10.2M0.14%
130GUIDEWIRE SOFTWARE INC COMGWRE55,597$10.2M0.14%
131OLLIES BARGAIN OUTLT HLDGS ICOM681116109104,541$10.2M0.14%
132FIRST CTZNS BANCSHARES INC NCL A31946M1035,463$10.1M0.14%
133GRAPHIC PACKAGING HLDG CO COMGPK338,450$10.0M0.14%
134ALEXANDRIA REAL ESTATE EQ INCOM01527110983,412$9.9M0.14%
135CISCO SYS INC COMCSCO185,004$9.8M0.14%
136HOULIHAN LOKEY INC CL AHLI62,140$9.8M0.13%
137EQT CORP COMEQT267,745$9.8M0.13%
138CASEYS GEN STORES INC COM14752810325,804$9.7M0.13%
139UNITY SOFTWARE INC COMU424,949$9.6M0.13%
140DEERE & CO COMDE22,879$9.5M0.13%
141VANGUARD INTERM CORP92206C870111,884$9.4M0.13%
142TEXAS INSTRS INC COM88250810445,069$9.3M0.13%
143VERIZON COMMUNICATIONS COMVZ205,571$9.2M0.13%
144ILLINOIS TOOL WKS INC COM45230810933,902$8.9M0.12%
145VANGUARD INDEX FDS LARGE CAP ETF92290863733,619$8.9M0.12%
146AMERICAN WTR WKS CO INC NEW COM03042010360,294$8.8M0.12%
147ISHARES NON-US STOCKS464288240153,776$8.8M0.12%
148EMERSON ELEC CO COMEMR80,363$8.8M0.12%
149DIAMONDS TR UNIT SER 178467X10920,482$8.7M0.12%
150WINGSTOP INC COMWING20,304$8.4M0.12%
151HYATT HOTELS CORP COM CL AH55,422$8.4M0.12%
152FACTSET RESH SYS INC COM30307510518,292$8.4M0.12%
153TESLA MTRS INC COMTSLA32,144$8.4M0.12%
154AMERICAN ELEC PWR INC COM02553710181,964$8.4M0.12%
155DOLLAR GEN CORP NEW COM25667710596,436$8.2M0.11%
156SCHWAB STRATEGIC TR US SML CAP ETF808524607158,037$8.1M0.11%
157MONGODB INC CL AMDB30,077$8.1M0.11%
158NIKE INC CL BNKE90,164$8.0M0.11%
159HF SINCLAIR CORP COMDINO176,481$7.9M0.11%
160SPDR MSCI ACWI X U.S.78463X848255,316$7.8M0.11%
161ACCENTURE PLC IRELAND SHS CLASS AACN21,818$7.7M0.11%
162UNION PAC CORP COMUNP31,198$7.7M0.11%
163MARTIN MARIETTA MATLS INC COM57328410614,258$7.7M0.11%
164PLANET FITNESS INC CL APLNT94,398$7.7M0.11%
165INTERNATIONAL BUSINESS MACHSCOMINTR34,244$7.6M0.10%
166VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640658,288$7.5M0.10%
167DOMINOS PIZZA INC COMDPZ17,235$7.4M0.10%
168ALPHABET INC CL CGOOG44,120$7.4M0.10%
169TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910041,377$7.2M0.10%
170NVIDIA CORP COMNVDA58,924$7.2M0.10%
171BOEING CO COMBA-PA45,731$7.0M0.10%
172MCKESSON CORP COMMCK13,897$6.9M0.09%
173BROWN-FORMAN CORPBF-B138,940$6.8M0.09%
174SPDR SER TR S&P DIVID ETF78464A76348,110$6.8M0.09%
175ISHARES LEHMAN AGGREGATE BONDS46428722666,683$6.8M0.09%
176VANGUARD SHRT-TERM CORP92206C40984,488$6.7M0.09%
177LULULEMON ATHLETICA INC COMLULU24,485$6.6M0.09%
178ISHARES RUSSELL 2000 GROWTH46428764823,371$6.6M0.09%
179SCHWAB STRATEGIC TR US MID-CAP ETF80852450879,620$6.6M0.09%
180BANCORP INC DEL COMTBBK123,259$6.6M0.09%
181RENAISSANCERE HLDGS LTD COMRNR-PG24,004$6.5M0.09%
182J P MORGAN CHASE & CO COMVYLD30,915$6.5M0.09%
183ISHARES RUSSELL 1000 VALUE46428759834,191$6.5M0.09%
184CULLEN FROST BANKERS INCCFR-PB57,911$6.5M0.09%
185WEBSTER FINL CORP CONN COM947890109134,375$6.3M0.09%
186VANGUARD INDEX FDS SM CP VAL ETF92290861131,069$6.2M0.09%
187DATADOG INC CL A COMDDOG54,175$6.2M0.09%
188OTTER TAIL CORP COMOTTR79,385$6.2M0.09%
189AXON ENTERPRISE INC COMAXON15,344$6.1M0.08%
190ISHARES TR RUSSELL 300046428768918,561$6.1M0.08%
191AUTOMATIC DATA PROCESSING INCOMEADP21,746$6.0M0.08%
192VERTEX INC CL AVERX156,051$6.0M0.08%
193CROWDSTRIKE HLDGS INC CL ACRWD21,368$6.0M0.08%
194SECTOR SPDR TR TECHNOLOGY81369Y80326,539$6.0M0.08%
195VANGUARD INDEX FDS REIT ETF92290855361,261$6.0M0.08%
196PROLOGIS INC COMPLDGP45,078$5.7M0.08%
197TARGET CORP COMTGT36,357$5.7M0.08%
198ROBLOX CORP CL ARBLX125,001$5.5M0.08%
199PFIZER INC COMPFE191,168$5.5M0.08%
200PROCTER & GAMBLE CO COM74271810931,406$5.4M0.07%
201VANGUARD SHORT-TERM TREASURY ETF92206C10291,866$5.4M0.07%
202NOVO-NORDISK A S ADRNONOF44,733$5.3M0.07%
203BONANZA CREEK ENERGY INC COM NEW17888H103104,752$5.3M0.07%
204VISA INC COM CL AV19,126$5.3M0.07%
205AVANTOR INC COMAVTR203,068$5.3M0.07%
206LPL FINL HLDGS INC COM50212V10022,076$5.1M0.07%
207RPM INTERNATIONAL INC (DELA)74968510342,216$5.1M0.07%
208LAM RESEARCH CORP COMLRCX6,176$5.0M0.07%
209AMAZON COM INC COMAMZN26,929$5.0M0.07%
210ISHARES TR INTRM GOV CR ETF46428861246,670$5.0M0.07%
211QUALCOMM INC COMQCOM29,247$5.0M0.07%
212STARBUCKS CORP COMSBUX50,228$4.9M0.07%
213ISHARES MSCI EMERGING MKTS464287234106,719$4.9M0.07%
214PORTLAND GEN ELEC CO COM NEW736508847101,300$4.9M0.07%
215NOVARTIS A G SPONSORED ADRNVSEF42,177$4.9M0.07%
216ALTRIA GROUP INCMO93,411$4.8M0.07%
217DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807121,149$4.6M0.06%
218SPS COMM INC COMSPSC23,243$4.5M0.06%
219VANGUARD INDEX FDS STK MRK ETF92290876915,897$4.5M0.06%
220SPDR GOLD TRUST GOLD SHSGLD18,287$4.4M0.06%
221CB RICHARD ELLIS GROUP INC.CBRE35,509$4.4M0.06%
222WELLS FARGO & CO NEW COM94974610177,271$4.4M0.06%
223INVESCO EXCH TRADED FD TR IIVAR RATE PFDIVZ177,766$4.3M0.06%
224NXP SEMICONDUCTORS N V COMNXPI17,789$4.3M0.06%
225NEXTERA ENERGY INC COMNEE-PW50,240$4.2M0.06%
226ASURE SOFTWARE INC COMASUR457,411$4.1M0.06%
227AMERICAN TOWER CORP NEW COM03027X10017,763$4.1M0.06%
228ETF S&P 500 GROWTH46428730942,028$4.0M0.06%
229ADOBE SYS INC COMADBE7,633$4.0M0.05%
230COLGATE PALMOLIVE CO COMCL38,058$4.0M0.05%
231NORTHROP GRUMMAN CORPNOC7,471$3.9M0.05%
232FTAI AVIATION LTD SHSFTAIN28,765$3.8M0.05%
233USIO INC COMUSIO2,830,162$3.8M0.05%
234VANGUARD EMERGING MARKET EQUITY ETF92204285879,039$3.8M0.05%
235ISHARES SHORT-TERM CORPORATEBOND ETF46428864671,602$3.8M0.05%
236ISHARES S&P CAL AMT-FREE MUNIS46428835663,949$3.7M0.05%
237CSX CORP COMCSX107,235$3.7M0.05%
238CHUBB LTDCB12,790$3.7M0.05%
239BANK OF AMERICA CORPORATION COM06050510490,856$3.6M0.05%
240HESS CORP COMHESM26,504$3.6M0.05%
241LOCKHEED MARTIN CORP COMLMT6,049$3.5M0.05%
242SPDR SERIES TRUST BARC CAPTL ETF78464A474115,005$3.5M0.05%
243ISHARES GOLD TR ISHARES NEWIAU69,835$3.5M0.05%
244BRISTOL MYERS SQUIBB CO COMCELG-RI65,415$3.4M0.05%
245ABBVIE INC COMABBV16,933$3.3M0.05%
246GENERAL DYNAMICS CORP COMGD10,988$3.3M0.05%
247UNITED PARCEL SERVICE INC CL BUPS24,088$3.3M0.05%
248STARWOOD PPTY TR INC COMSTHO160,815$3.3M0.04%
249ISHARES RUSSELL 2000 INDEX46428765514,748$3.3M0.04%
250GALLAGHER ARTHUR J & CO COM36357610911,558$3.3M0.04%
2513M COMMM21,806$3.0M0.04%
252VANGUARD WORLD FD ESG US STK ETF92191073329,014$2.9M0.04%
253WASTE MGMT INC DEL COM94106L10914,060$2.9M0.04%
254PURE STORAGE INC CL A74624M10257,634$2.9M0.04%
255NETFLIX INC COMNFLX4,002$2.8M0.04%
256CME GROUP INC COMCME12,633$2.8M0.04%
257VANGUARD FTSE DEVELOPED MARKETS92194385852,622$2.8M0.04%
258BROADCOM INCAVGO15,814$2.7M0.04%
259HOME DEPOT INC COMHD6,693$2.7M0.04%
260GENUINE PARTS CO COMGPC19,294$2.7M0.04%
261BROADRIDGE FINL SOLUTIONS INCOM11133T10312,466$2.7M0.04%
262VANGUARD BD INDEX FD INC SHORT TRM BOND92193782733,494$2.6M0.04%
263MERCADOLIBRE INC COMMELI1,259$2.6M0.04%
264ISHARES MSCI EAFE VALUE INDX46428887744,510$2.6M0.04%
265JOHNSON & JOHNSON COMJNJ15,731$2.5M0.04%
266GILEAD SCIENCES INC COMGILD30,354$2.5M0.03%
267NUSHARES ETF TR NUVEEN ESG SMLCPNU58,523$2.5M0.03%
268ABBOTT LABS COMABLZF21,930$2.5M0.03%
269BOOKING HOLDINGS INCBKNG580$2.4M0.03%
270VANGUARD WORLD FDS INF TECH ETF92204A7024,164$2.4M0.03%
271PEPSICO INC COMPEP14,140$2.4M0.03%
272NUSHARES ETF TR NUVEEN ESG MIDCPNU53,496$2.4M0.03%
273ISHARES RUSSELL MIDCAP VALUE46428747318,023$2.4M0.03%
274THE CIGNA GROUP COM1255231006,710$2.3M0.03%
275ISHARES TR MSCI USA MIN VOL46429B69725,011$2.3M0.03%
276ARES CAPITAL CORP COMARCC109,083$2.3M0.03%
277ISHARES TR 3 7 YR TREAS BD46428866119,046$2.3M0.03%
278DANAHER CORP DEL COM2358511028,189$2.3M0.03%
279UNILEVER PLC SPON ADR NEWUNLYF34,460$2.2M0.03%
280CARRIER GLOBAL CORPORATION COMCARR27,776$2.2M0.03%
281PALO ALTO NETWORKS INC COMPANW6,541$2.2M0.03%
282ISHARES INC MSCI EMRG CHN46434G76436,459$2.2M0.03%
283SPDR SER TR PORTFOLIO S&P50078464A85432,939$2.2M0.03%
284DARDEN RESTAURANTS INC COMDRI13,463$2.2M0.03%
285PAYCHEX INC COMPAYX16,255$2.2M0.03%
286ATMOS ENERGY CORP COMATO15,702$2.2M0.03%
287ZOETIS INC CL AZTS11,112$2.2M0.03%
288TJX COS INC NEW COM87254010918,422$2.2M0.03%
289PACCAR INC COMPCAR21,774$2.1M0.03%
290PALANTIR TECHNOLOGIES INC CL APLTR57,526$2.1M0.03%
291TYLER TECHNOLOGIES INC COMTYL3,657$2.1M0.03%
292MARSH & MCLENNAN COS INC COM5717481029,490$2.1M0.03%
293CONOCOPHILLIPSCOP20,066$2.1M0.03%
294ISHARES TR INDEX S&P 500 VALUE46428740810,633$2.1M0.03%
295STARBUCKS CORP COMSBUX21,341$2.1M0.03%
296GUGGENHEIM TAXABLE MUNI BD& INVST GRADE DEBIT TR401664107117,521$2.1M0.03%
297EMERSON ELEC CO COMEMR18,743$2.0M0.03%
298BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A4,402$2.0M0.03%
299ORACLE CORP COMORCL-PD11,782$2.0M0.03%
300CATERPILLAR INC DEL COMCAT5,118$2.0M0.03%
301VANGUARD INDEX FDS GROWTH ETF9229087365,189$2.0M0.03%
302KINDER MORGAN INC DEL COMEP-PC88,850$2.0M0.03%
303SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4079,730$1.9M0.03%
304ISHARES TR U.S. AER&DEF ETF46428876012,679$1.9M0.03%
305SERVICENOW INC COMNOW2,120$1.9M0.03%
306CVS CORP COMCVS29,895$1.9M0.03%
307WISDOMTREE TR EMG MKTS SMCAPWT34,895$1.9M0.03%
308CITIGROUP INC COM NEWC-PR29,901$1.9M0.03%
309CADENCE DESIGN SYSTEM INC COMCDNS6,817$1.8M0.03%
310CANADIAN PACIFIC KANSAS CITYCP21,468$1.8M0.03%
311FERRARI N V COMRACE3,896$1.8M0.03%
312META PLATFORMS INC CL AMETA3,197$1.8M0.03%
313AON PLC SHS CL AAON5,266$1.8M0.03%
314FIRST SOLAR INC COMFSLR7,250$1.8M0.02%
315CHEVRON CORP COMCVX12,277$1.8M0.02%
316ISHARES GLOBAL INTERMEDIATE CREDIT INDEX46428863833,515$1.8M0.02%
317MCDONALDS CORP COMMCD5,896$1.8M0.02%
318INVESCO S&P 500 EQUAL WEIGHTIVZ9,997$1.8M0.02%
319MORGAN STANLEY DEAN WITTER & CO NEWMS-PQ17,143$1.8M0.02%
320MERCK & CO INC COMMRK15,727$1.8M0.02%
321CENCORA INCCOR7,812$1.8M0.02%
322SCHWAB STRATEGIC TR EMRG MKTEQ ETF80852470660,227$1.8M0.02%
323VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325055,034$1.7M0.02%
324MARRIOTT INTL INC NEW CL A5719032026,854$1.7M0.02%
325VANGUARD INDEX FDS MID CAP ETF9229086296,429$1.7M0.02%
326ASTRAZENECA PLC SPONSORED ADRAZN21,766$1.7M0.02%
327DIAGEO P L C SPNSRD ADR NEWDGEAF12,017$1.7M0.02%
328KIMBERLY CLARK CORP COMKMB11,753$1.7M0.02%
329INTEL CORP COMINTC70,580$1.7M0.02%
330NUSHARES ETF TR NUVEEN ESG MIDCPNU36,900$1.7M0.02%
331SELECT SECTOR SPDR TR COMMUNICATION81369Y85218,104$1.6M0.02%
332WILLSCOT MOBILE MINI HOLDINGWSC43,328$1.6M0.02%
333VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70626,909$1.6M0.02%
334PPG INDS INC COM69350610712,051$1.6M0.02%
335ISHARES S&P MIDCAP 400 VALUE46428770512,888$1.6M0.02%
336SPDR BBG BARC HIGH YIELD BND78468R62216,232$1.6M0.02%
337ALPHABET INC CL AGOOG9,240$1.5M0.02%
338XYLEM INC COMXYL11,315$1.5M0.02%
339EATON CORP PLC SHSETN4,585$1.5M0.02%
340PARKER HANNIFIN CORP COMPH2,399$1.5M0.02%
341SPDR HEALTH CARE SEL81369Y2099,832$1.5M0.02%
342DIMENSIONAL ETF TRUST US SMALL CAP ETF25434V50023,294$1.5M0.02%
343CORTEVA INC COMCTVA25,558$1.5M0.02%
344EVEREST REINSURANCE GROUP LTDEG3,787$1.5M0.02%
345TETRA TECH INCTTEK31,000$1.5M0.02%
346ISHARES S&P SMCAP 600 GROWTH46428788710,407$1.5M0.02%
347UNITEDHEALTH GROUP INC COMUNH2,475$1.4M0.02%
348ISHARES DJ SELECT DIVIDEND INDEX46428716810,692$1.4M0.02%
349AFLAC INC COMAFL12,817$1.4M0.02%
350STRYKER CORP COMSYK3,950$1.4M0.02%
351RAYTHEON TECHNOLOGIES CORP COMRTX11,702$1.4M0.02%
352THERMO FISHER SCIENTIFIC INCCOMTMO2,287$1.4M0.02%
353NUVEEN CA QUALTY MUN INCOME COMNU118,481$1.4M0.02%
354VANGUARD SCOTTSDALE FDS VNG RUS3000IDX92206C5995,549$1.4M0.02%
355ROPER INDS INC NEW COMROP2,523$1.4M0.02%
356KLA-TENCOR CORP COMKLAC1,809$1.4M0.02%
357LAUDER ESTEE COS INC CL A51843910413,975$1.4M0.02%
358SHELL PLC SPON ADSRYDAF21,064$1.4M0.02%
359ISHARES RUSSELL 2000 VALUE4642876308,310$1.4M0.02%
360MARATHON PETE CORP COMMARA8,508$1.4M0.02%
361CHUBB LTDCB4,800$1.4M0.02%
362TRANE TECHNOLOGIES PLC SHSTT3,559$1.4M0.02%
363BECTON DICKINSON & CO COMBDX5,707$1.4M0.02%
364WELLS FARGO & CO NEW COM94974610124,295$1.4M0.02%
365SPDR SERIES TRUST INTR TRM CORP BD78464A37540,168$1.4M0.02%
366MIDCAP SPDR TR UNIT SER 1MDY2,365$1.3M0.02%
367SAP SE SPON ADRSAPGF5,876$1.3M0.02%
368COOPER COS INC COM21664850111,984$1.3M0.02%
369NORFOLK SOUTHERN CORP COM6558441085,295$1.3M0.02%
370KEMPER CORP DEL COMKMPB21,481$1.3M0.02%
371FRANKLIN TEMPLETON ETF TR FRANKLIN INDIAFGDL31,133$1.3M0.02%
372DOW INC COMDOW23,714$1.3M0.02%
373RIO TINTO PLC SPONSORED ADRRTNTF18,189$1.3M0.02%
374AT&T INC COMT-PC58,340$1.3M0.02%
375METLIFE INC COMMET-PF15,557$1.3M0.02%
376HONEYWELL INTL INC COM4385161066,193$1.3M0.02%
377ISHARES S&P MIDCAP 400 GROWTH46428760613,824$1.3M0.02%
378STERIS PLC SHS USDSTE5,237$1.3M0.02%
379VANGUARD STAR FD VG TL INTL STK F92190976819,584$1.3M0.02%
380LENNAR CORP CL ALEN-B6,756$1.3M0.02%
381AIR PRODS & CHEMS INC COMAIIR4,250$1.3M0.02%
382PHILIP MORRIS INTL INC COM71817210910,417$1.3M0.02%
383VANGUARD WORLD FDS ENERGY ETF92204A30610,305$1.3M0.02%
384SELECT SECTOR SPDR TR FINANCIALS81369Y60527,816$1.3M0.02%
385ISHARES TR BLACKROCK ULTRA46434V87824,813$1.3M0.02%
386GE AEROSPACE COM NEW3696043016,676$1.3M0.02%
387BROOKFIELD INFRAST PARTNERS LP INT UNITG1625210135,521$1.2M0.02%
388VANGUARD INDEX FDS MCAP VL IDXVIP9229085127,421$1.2M0.02%
389ISHARES RUSSEL MIDCAP GROWTH46428748110,601$1.2M0.02%
390SEMPRA ENERGY COMSREA14,852$1.2M0.02%
391ISHARES TR HIGH YLD CORP46428851315,399$1.2M0.02%
392T-MOBILE US INC COMTMUSZ5,935$1.2M0.02%
393ILLINOIS TOOL WKS INC COM4523081094,609$1.2M0.02%
394VANGUARD INDEX FDS SML CP GRW ETF9229085954,501$1.2M0.02%
395LILLY ELI & CO COMLLY1,336$1.2M0.02%
396ENERGY SELECT SECTOR SPDR81369Y50613,478$1.2M0.02%
397NVR INC COMNVR120$1.2M0.02%
398ISHARES TR MSCI KLD400 SOC46428857010,717$1.2M0.02%
399CHIPOTLE MEXICAN GRILL INC COMCMG20,150$1.2M0.02%
400QUALCOMM INC COMQCOM6,780$1.2M0.02%
401GENERAL MLS INC COM37033410415,486$1.1M0.02%
402ELEVANCE HEALTH INCELV2,185$1.1M0.02%
403AGILENT TECHNOLOGIES INC COMA7,634$1.1M0.02%
404BROOKFIELD ASSET MANAGEMENT-A11300410523,944$1.1M0.02%
405FEDEX CORP COMFDX4,132$1.1M0.02%
406LINDE PLC SHSLIN2,366$1.1M0.02%
407BLACKROCK INC CL ABLK1,187$1.1M0.02%
408MONOLITHIC PWR SYS INC COM6098391051,218$1.1M0.02%
409RELX PLC SPONSORED ADRRLXXF23,368$1.1M0.02%
410NEXTERA ENERGY INC COMNEE-PW13,116$1.1M0.02%
411ICON PLC SHSICLR3,859$1.1M0.02%
412AMERICAN EXPRESS CO COMAXP4,064$1.1M0.02%
413PROGRESSIVE CORP OHIO COM7433151034,343$1.1M0.02%
414DISNEY WALT CO COM DISNEY25468710611,343$1.1M0.01%
415QUANTA SVCS INC COM74762E1023,644$1.1M0.01%
416ONEOK INC NEW COMOKE11,810$1.1M0.01%
417VERISK ANALYTICS INC COMVRSK4,015$1.1M0.01%
418VANGUARD WORLD FDS HEALTH CAR ETF92204A5043,808$1.1M0.01%
419ISHR S&P U.S. PRD STK46428868732,254$1.1M0.01%
420INTERNATIONAL BUSINESS MACHSCOMINTR4,838$1.1M0.01%
421WAL MART STORES INC COMWMT13,220$1.1M0.01%
422VANGUARD WELLINGTON FD US VALUE FACTR9219358058,829$1.1M0.01%
423DAVITA HEALTHCARE PARTNERSDVA6,464$1.1M0.01%
424ISHARES TR SHORT TREAS BD4642886799,544$1.1M0.01%
425AMERICAN WTR WKS CO INC NEW COM0304201037,189$1.1M0.01%
426APTIV PLC SHSAPTV14,594$1.1M0.01%
427PROCORE TECHNOLOGIES INC COMPCOR17,008$1.0M0.01%
428TRIP COM GROUP LTD ADSTRPCF17,661$1.0M0.01%
429VANGUARD WORLD FD ESG US CORP BD92191069116,129$1.0M0.01%
430NUSHARES ETF TR NUVEEN ESG INTLNU31,076$1.0M0.01%
431ISHARES TR ESG AWARE MSCI46435U66325,000$1.0M0.01%
432BANK NEW YORK MELLON CORP COM06405810014,432$1.0M0.01%
433NU HLDGS LTD ORD SHS CL ANU75,512$1.0M0.01%
434VANGUARD SCOTTSDALE FDS VNG RUS2000IDX92206C66411,360$1.0M0.01%
435REXFORD INDL RLTY INC COM76169C10020,113$1.0M0.01%
436SPDR INDUSTRIAL IDX81369Y7047,411$1.0M0.01%
437OTIS WORLDWIDE CORP COMOTIS9,655$1.0M0.01%
438SPROTT PHYSICAL GOLD TRUST UNITSII48,872$995,5140.01%
439ORIX CORP SPONSORED ADRORXCF8,507$987,2180.01%
440ISHARES TR MSCI EAFE ESG OP46435G51611,679$983,0170.01%
441MCCORMICK & CO INC COM NON VTGMKC-V11,944$982,9740.01%
442TEXAS PACIFIC LAND CORPORATICOMTPL1,108$980,2790.01%
443MITSUBISHI UFJ FINL GROUP INSPONSORED ADR60682210496,044$977,7070.01%
444COPART INC COMCPRT18,530$970,9710.01%
445ETFIS SER TR I VIRTUS INFRCAP26923G82242,491$969,6440.01%
446INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ14,200$955,2340.01%
447EXXON MOBIL CORP COMXOM8,144$954,6370.01%
448UNITED PARCEL SERVICE INC CL BUPS6,993$953,4250.01%
449TOTAL FINA S A SPONSORED ADRTTE14,741$952,3900.01%
450PROSHARES TR S&P 500 DV ARIST74348A4678,910$951,2300.01%
451GOLDMAN SACHS GROUP INC COMGSCE1,916$948,6080.01%
452SPDR SER TR PORTFOLIO SH TSR78468R10132,030$941,6820.01%
453BANCO BILBAO VIZCAYA ARGENTASPONSORED ADRBBVXF86,528$937,9460.01%
454ICICI BK LTD ADRIBN31,403$937,0510.01%
455FISERV INC COMFISV5,187$931,8360.01%
456INVESCO QQQ TR UNIT SER 1IVZ1,899$926,8440.01%
457TRANSDIGM GROUP INC COMTDG646$921,9180.01%
458DELL TECHNOLOGIES INC CL CDELL7,736$917,0150.01%
459BROOKFIELD CORP11271J10717,161$912,1060.01%
460DUKE ENERGY CORP NEW COM NEWDUKB7,866$906,9420.01%
461CONSTELLATION ENERGY CORP COMCEG3,453$897,8100.01%
462ISHARES RUSSELL 3000 GROWTH4642876716,750$890,3920.01%
463VGRD EUROPE ETF92204287412,489$887,9590.01%
464THE DESCARTES SYSTEMS GROUP INC2499061088,596$885,0280.01%
465ISHARES SILVER TRUST ISHARESSLV31,150$884,6580.01%
466CELANESE CORP DEL COMCE6,492$882,6520.01%
467ISHARES TR MSCI ACWI INDX4642882577,267$868,7630.01%
468AMGEN INC COMAMGN2,682$864,1400.01%
469ABERDEEN STD GOLD ETF TR00326A10434,300$861,6130.01%
470CORNING INC COMGLW19,023$858,8850.01%
471S&P GLOBAL INC.SPGI1,662$858,6040.01%
472ISHARES TR ESG SCRD S&P MID46436E55120,167$852,6590.01%
473GILEAD SCIENCES INC COMGILD10,164$852,1470.01%
474EQUINIX INC COM PAR $0.001EQIX959$851,2310.01%
475IDEXX LABS INC COM45168D1041,673$845,2120.01%
476ISHARE BIOTECH4642875565,798$844,1840.01%
477SPDR SERIES TRUST S&P BIOTECH78464A8708,537$843,4510.01%
478PAMPA ENERGIA S A SPONS ADR LVL I69766020714,036$842,7040.01%
479INTERCONTINENTAL EXCHANGE INCOM45866F1045,216$837,8940.01%
480ISHARES TR MSCI INDIA ETF46429B59814,139$827,4090.01%
481YUM BRANDS INCYUM5,914$826,2380.01%
482WESTERN UN CO COMWU69,067$823,9680.01%
483INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ11,438$820,3330.01%
484JAMES HARDIE INDS PLC SPONSORED ADR47030M10620,431$820,2880.01%
485BUILDERS FIRSTSOURCE INC COMBLDR4,231$820,2210.01%
486APOLLO GLOBAL MGMT INC COM03769M1066,532$815,9110.01%
487REGENERON PHARMACEUTICALS COMREGN765$804,1880.01%
488HP INC COMHPQ22,391$802,9330.01%
489CANADIAN NAT RES LTD COM13638510124,148$801,7010.01%
490PAYCOR HCM INC COM70435P10256,337$799,4220.01%
491SYSCO CORP COMSYY10,191$795,5050.01%
492VANGUARD INDEX FDS EXTEND MKT ETF9229086524,257$774,7210.01%
493WOODWARD INC COMWWD4,500$771,7950.01%
494LOWE'S COS5486611072,849$771,6220.01%
495HDFC BANK LTD ADR REPS 3 SHSHDB12,200$763,2150.01%
496UBER TECHNOLOGIES INC COMUBER10,121$760,5800.01%
497MONDELEZ INTL INC CL A60920710510,224$753,1950.01%
498UNITED RENTALS INC COMURI929$752,2280.01%
499COCA COLA CO COMKO10,455$751,2950.01%
500GOLDMAN SACHS ETF TR ACTIVEBETA EMENVGLF21,374$750,4300.01%