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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 2025 · Filed July 30, 2025 · Accession 0001999371-25-010244

Total Value
$8.29B
Positions
1,860
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1NVIDIA CORP COMNVDA3,237,065$511.4M6.30%
2MICROSOFT CORP COMMSFT919,092$457.2M5.64%
3APPLE COMPUTER INC COMAAPL1,715,038$351.9M4.34%
4AMAZON COM INC COMAMZN1,268,402$278.3M3.43%
5ISHARES S&P 500 INDEX464287200423,643$263.0M3.24%
6ALPHABET INC CL CGOOG1,462,689$259.5M3.20%
7SPDR TR S&P 500SPY408,019$252.1M3.11%
8BROADCOM INCAVGO748,153$206.2M2.54%
9J P MORGAN CHASE & CO COMVYLD615,278$178.4M2.20%
10META PLATFORMS INC CL AMETA228,215$168.4M2.08%
11VISA INC COM CL AV398,694$141.6M1.74%
12ISHARES S&P MIDCAP 400 INDEX4642875071,769,659$109.8M1.35%
13BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A221,799$107.7M1.33%
14LILLY ELI & CO COMLLY131,641$102.6M1.26%
15SERVICENOW INC COMNOW97,496$100.2M1.24%
16EATON CORP PLC SHSETN267,697$95.6M1.18%
17MIDCAP SPDR TR UNIT SER 1MDY130,439$73.9M0.91%
18VANGUARD FTSE DEVELOPED MARKETS9219438581,283,670$73.2M0.90%
19ISHARES S&P SMALL CAP 600464287804649,223$71.0M0.87%
20GOLDMAN SACHS GROUP INC COMGSCE97,556$69.0M0.85%
21TJX COS INC NEW COM872540109558,396$69.0M0.85%
22HONEYWELL INTL INC COM438516106276,800$64.5M0.79%
23PHILIP MORRIS INTL INC COM718172109352,257$64.2M0.79%
24COSTCO WHSL CORP NEW COM22160K10562,340$61.7M0.76%
25APPLIED MATLS INC COM038222105330,045$60.4M0.74%
26RAYTHEON TECHNOLOGIES CORP COMRTX402,629$58.8M0.72%
27CHIPOTLE MEXICAN GRILL INC COMCMG1,039,909$58.4M0.72%
28CHEVRON CORP COMCVX393,835$56.4M0.70%
29LINDE PLC SHSLIN116,936$54.9M0.68%
30ISHARES RUSSELL 2000 INDEX464287655242,858$52.4M0.65%
31ABBOTT LABS COMABLZF380,371$51.7M0.64%
32VANGUARD EMERGING MARKET EQUITY ETF9220428581,035,524$51.2M0.63%
33BLACKSTONE INC COMBX334,909$50.1M0.62%
34INTUITIVE SURGICAL INCISRG91,713$49.8M0.61%
35ISHARES INC CORE MSCI EMKT46434G103825,472$49.5M0.61%
36NORFOLK SOUTHERN CORP COM655844108187,446$48.0M0.59%
37ISHARES RUSSELL 2000 VALUE464287630299,507$47.2M0.58%
38BERKSHIRE HATHAWAY INC DEL CL ABRK-A64$46.6M0.57%
39TESLA MTRS INC COMTSLA146,493$46.5M0.57%
40CLOUDFLARE INC CL A COMNET228,213$44.7M0.55%
41ALPHABET INC CL AGOOG252,819$44.6M0.55%
42UNITED RENTALS INC COMURI57,530$43.3M0.53%
43DISNEY WALT CO COM DISNEY254687106337,797$41.9M0.52%
44CROWDSTRIKE HLDGS INC CL ACRWD81,663$41.6M0.51%
45MERCK & CO INC COMMRK523,078$41.4M0.51%
46PROCTER & GAMBLE CO COM742718109259,554$41.4M0.51%
47ABBVIE INC COMABBV222,701$41.3M0.51%
48PNC FINL SVCS GROUP INC COM693475105216,455$40.4M0.50%
49WAL MART STORES INC COMWMT394,461$38.6M0.48%
50THERMO FISHER SCIENTIFIC INCCOMTMO90,540$36.7M0.45%
51ISHARES TR CORE MSCI EAFE46432F842427,090$35.6M0.44%
52MARSH & MCLENNAN COS INC COM571748102160,704$35.1M0.43%
53ELEVANCE HEALTH INCELV89,789$34.9M0.43%
54S&P GLOBAL INC.SPGI66,068$34.8M0.43%
55SCHWAB CHARLES CORP NEW COMSCHW-PJ375,571$34.3M0.42%
56SUN COMMUNITIES INC866674104256,094$32.4M0.40%
57MONOLITHIC PWR SYS INC COM60983910542,305$30.9M0.38%
58O REILLY AUTOMOTIVE INC NEW COM67103H107340,829$30.7M0.38%
59MOTOROLA SOLUTIONS INC COM NEWMSI72,666$30.6M0.38%
60CURTISS WRIGHT CORP COMCW60,368$29.5M0.36%
61CONSTELLATION ENERGY CORP COMCEG91,343$29.5M0.36%
62ISHARES TR RUSSELL 100046428762284,086$28.6M0.35%
63JOHNSON & JOHNSON COMJNJ179,458$27.4M0.34%
64EAST WEST BANCORP INC COMEWBC268,639$27.1M0.33%
65VALERO ENERGY CORP NEW COMVLO200,334$26.9M0.33%
66AMPHENOL CORP NEW CL A032095101269,658$26.6M0.33%
67ORACLE CORP COMORCL-PD118,927$26.0M0.32%
68VANGUARD INDEX FDS MID CAP ETF92290862992,571$25.9M0.32%
69CONOCOPHILLIPSCOP286,138$25.7M0.32%
70FAIR ISAAC & CO INCFICO13,736$25.1M0.31%
71DANAHER CORP DEL COM235851102126,191$24.9M0.31%
72COPART INC COMCPRT502,749$24.7M0.30%
73MCKESSON CORP COMMCK32,985$24.2M0.30%
74HOME DEPOT INC COMHD65,600$24.1M0.30%
75VGRD FTSE ALL WORLD ETF922042775336,308$22.6M0.28%
76RBC BEARINGS INC COMRBC57,929$22.3M0.27%
77ECOLAB INC COMECL79,577$21.4M0.26%
78AMERICAN EXPRESS CO COMAXP64,996$20.7M0.26%
79COINBASE GLOBAL INC COM CL ACOIN58,881$20.6M0.25%
80IQVIA HLDGS INC COMIQV128,462$20.2M0.25%
81CAPITAL ONE FINL CORP COM14040H10594,238$20.0M0.25%
82BROWN & BROWN INC COMBRO173,153$19.2M0.24%
83MCDONALDS CORP COMMCD64,959$19.0M0.23%
84BOSTON PROPERTIES INC COMBXP277,555$18.7M0.23%
85MICROSOFT CORP COMMSFT37,607$18.7M0.23%
86SPDR SERIES TRUST S&P BIOTECH78464A870222,592$18.5M0.23%
87FORTIVE CORP COMFTV347,760$18.1M0.22%
88MASTERCARD INC CL AMA31,702$17.8M0.22%
89TELEDYNE TECHNOLOGIES INC COMTDY33,995$17.4M0.21%
90KKR & CO INC COMKKRT130,909$17.4M0.21%
91VERTIV HOLDINGS CO COM CL AVRT134,989$17.3M0.21%
92EQT CORP COMEQT294,594$17.2M0.21%
93CATERPILLAR INC DEL COMCAT43,948$17.1M0.21%
94EXXON MOBIL CORP COMXOM158,065$17.0M0.21%
95ISHARES RUSSELL MIDCAP INDEX464287499185,101$17.0M0.21%
96AXON ENTERPRISE INC COMAXON19,839$16.4M0.20%
97INVITATION HOMES INC COMINVH491,298$16.1M0.20%
98GRACO INC COMGGG187,325$16.1M0.20%
99CHENIERE ENERGY INC COM NEWLNG65,726$16.0M0.20%
100SHERWIN WILLIAMS CO COMSHW46,293$15.9M0.20%
101OLD DOMINION FGHT LINES INC COMODFL96,140$15.6M0.19%
102INVESCO QQQ TR UNIT SER 1IVZ27,592$15.2M0.19%
103BOOT BARN HLDGS INC COMBOOT99,891$15.2M0.19%
104OLLIES BARGAIN OUTLT HLDGS ICOM681116109113,305$14.9M0.18%
105LOWE'S COS54866110767,244$14.9M0.18%
106TRAVELERS COMPANIES, INC COMTRV55,305$14.8M0.18%
107EAGLE MATERIALS INC COM26969P10873,178$14.8M0.18%
108COMCAST CORPCCZ406,940$14.5M0.18%
109CASEYS GEN STORES INC COM14752810328,292$14.4M0.18%
110NEXTERA ENERGY INC COMNEE-PW206,652$14.3M0.18%
111GUIDEWIRE SOFTWARE INC COMGWRE60,580$14.3M0.18%
112ISHARES MSCI EAFE INDEX FUND464287465155,830$13.9M0.17%
113UNITEDHEALTH GROUP INC COMUNH44,085$13.8M0.17%
114DATADOG INC CL A COMDDOG100,164$13.5M0.17%
115RLI CORP COMRLI184,408$13.3M0.16%
116FIRST CTZNS BANCSHARES INC NCL A31946M1036,797$13.3M0.16%
117VANGUARD DIVIDEND APPRECIATION ETF92190884464,929$13.3M0.16%
118SIMPSON MANUFACTURING CO INCCOM82907310585,100$13.2M0.16%
119PEPSICO INC COMPEP98,954$13.1M0.16%
120TOPBUILD CORP COMBLD39,542$12.8M0.16%
121SIMON PPTY GROUP INC NEW COM82880610978,322$12.6M0.16%
122VANGUARD INDEX FDS SMALL CP ETF92290875152,883$12.5M0.15%
123COCA COLA CO COMKO175,557$12.4M0.15%
124BUILDERS FIRSTSOURCE INC COMBLDR105,586$12.3M0.15%
125PROGRESSIVE CORP OHIO COM74331510346,168$12.3M0.15%
126HOULIHAN LOKEY INC CL AHLI67,953$12.2M0.15%
127BLACKROCK INC COMBLK11,571$12.1M0.15%
128DOLLAR GEN CORP NEW COM256677105104,082$11.9M0.15%
129RADNET INC COMRDNT208,847$11.9M0.15%
130TAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADR87403910052,126$11.8M0.15%
131CISCO SYS INC COMCSCO167,393$11.6M0.14%
132ISHARES RUSSELL 1000 GROWTH46428761426,800$11.4M0.14%
133PLANET FITNESS INC CL APLNT103,780$11.3M0.14%
134DEERE & CO COMDE21,641$11.0M0.14%
135GRAPHIC PACKAGING HLDG CO COMGPK512,651$10.8M0.13%
136APPLE COMPUTER INC COMAAPL51,431$10.6M0.13%
137WD-40 CO COMWDFC45,990$10.5M0.13%
138REXFORD INDL RLTY INC COM76169C100293,379$10.4M0.13%
139EMERSON ELEC CO COMEMR77,797$10.4M0.13%
140SPDR TR S&P 500SPY16,787$10.4M0.13%
141MONDELEZ INTL INC CL A609207105151,629$10.2M0.13%
142SALESFORCE COM INC COMCRM37,324$10.2M0.13%
143VANGUARD INDEX FDS LARGE CAP ETF92290863735,521$10.1M0.12%
144UNITY SOFTWARE INC COMU417,520$10.1M0.12%
145ISHARES NON-US STOCKS464288240164,936$10.0M0.12%
146MARTIN MARIETTA MATLS INC COM57328410618,288$10.0M0.12%
147WEST PHARMACEUTICAL SVSC INCCOM95530610544,002$9.6M0.12%
148GE HEALTHCARE TECHNOLOGIES ICOMMON STOCKGEHC127,735$9.5M0.12%
149INTERNATIONAL BUSINESS MACHSCOMINTR32,002$9.4M0.12%
150TALEN ENERGY CORP COMTLN32,069$9.3M0.11%
151AMERICAN ELEC PWR INC COM02553710189,800$9.3M0.11%
152VANGUARD INTERM CORP92206C870111,462$9.2M0.11%
153LPL FINL HLDGS INC COM50212V10024,368$9.1M0.11%
154ISHARES LEHMAN AGGREGATE BONDS46428722691,492$9.1M0.11%
155FACTSET RESH SYS INC COM30307510520,222$9.0M0.11%
156VERTEX INC CL AVERX253,729$9.0M0.11%
157NVIDIA CORP COMNVDA56,337$8.9M0.11%
158BOEING CO COMBA-PA41,646$8.7M0.11%
159AMGEN INC COMAMGN30,942$8.6M0.11%
160ARIS WATER SOLUTIONS INC CLASS A COM04041L106362,719$8.6M0.11%
161HYATT HOTELS CORP COM CL AH60,394$8.4M0.10%
162DIAMONDS TR UNIT SER 178467X10918,895$8.3M0.10%
163CULLEN FROST BANKERS INCCFR-PB63,872$8.2M0.10%
164SPDR MSCI ACWI X U.S.78463X848247,655$8.1M0.10%
165ROBLOX CORP CL ARBLX76,796$8.1M0.10%
166ILLINOIS TOOL WKS INC COM45230810932,666$8.1M0.10%
167WEBSTER FINL CORP CONN COM947890109147,841$8.1M0.10%
168DUTCH BROS INC CL ABROS117,370$8.0M0.10%
169SCHWAB STRATEGIC TR US SML CAP ETF808524607316,464$8.0M0.10%
170HF SINCLAIR CORP COMDINO192,085$7.9M0.10%
171TEXAS INSTRS INC COM88250810437,996$7.9M0.10%
172PURE STORAGE INC CL A74624M102136,068$7.8M0.10%
173ALPHABET INC CL CGOOG43,730$7.8M0.10%
174BANCORP INC DEL COMTBBK134,620$7.7M0.09%
175PIMCO ETF TR ENHAN SHRT MAT72201R83376,171$7.7M0.09%
176CONSTELLATION BRANDS INCSTZ47,058$7.7M0.09%
177SCHWAB STRATEGIC TR US MID-CAP ETF808524508271,481$7.6M0.09%
178J P MORGAN CHASE & CO COMVYLD25,691$7.4M0.09%
179WINGSTOP INC COMWING21,706$7.3M0.09%
180UNION PAC CORP COMUNP31,661$7.3M0.09%
181PALANTIR TECHNOLOGIES INC CL APLTR51,024$7.0M0.09%
182VANGUARD INDEX FDS SM CP VAL ETF92290861135,112$6.8M0.08%
183WELLS FARGO & CO NEW COM94974610185,060$6.8M0.08%
184VANGUARD WHITEHALL FDS INC HIGH DIV YLD92194640650,846$6.8M0.08%
185AUTOMATIC DATA PROCESSING INCOMEADP21,822$6.7M0.08%
186INTUIT COMINTU8,474$6.7M0.08%
187VANGUARD INDEX FDS S&P 500 ETF SHS92290836311,739$6.7M0.08%
188OTTER TAIL CORP COMOTTR86,045$6.6M0.08%
189ISHARES RUSSELL 2000 GROWTH46428764823,142$6.6M0.08%
190ASML HOLDING N V N Y REGISTRY SHSASMLF8,144$6.5M0.08%
191ISHARES TR RUSSELL 300046428768918,561$6.5M0.08%
192RENAISSANCERE HLDGS LTD COMRNR-PG26,219$6.4M0.08%
193VANGUARD SHRT-TERM CORP92206C40979,346$6.3M0.08%
194CB RICHARD ELLIS GROUP INC.CBRE43,757$6.1M0.08%
195ISHARES RUSSELL 1000 VALUE46428759831,015$6.0M0.07%
196SPDR GOLD TRUST GOLD SHSGLD19,757$6.0M0.07%
197NOVARTIS A G SPONSORED ADRNVSEF49,673$6.0M0.07%
198LAM RESEARCH CORP COM NEWLRCX61,216$6.0M0.07%
199AMAZON COM INC COMAMZN27,072$5.9M0.07%
200ACCENTURE PLC IRELAND SHS CLASS AACN19,854$5.9M0.07%
201ON HLDG AG NAMEN AKT AH5919C104113,158$5.9M0.07%
202VANGUARD INDEX FDS REIT ETF92290855363,360$5.6M0.07%
203MERCADOLIBRE INC COMMELI2,122$5.5M0.07%
204ISHARES TR INTRM GOV CR ETF46428861251,631$5.5M0.07%
205ALTRIA GROUP INCMO93,643$5.5M0.07%
206SPDR SER TR S&P DIVID ETF78464A76340,076$5.4M0.07%
207VISA INC COM CL AV15,019$5.3M0.07%
208AMERICAN WTR WKS CO INC NEW COM03042010338,197$5.3M0.07%
209ISHARES MSCI EMERGING MKTS464287234108,697$5.2M0.06%
210NETFLIX INC COMNFLX3,880$5.2M0.06%
211DIMENSIONAL ETF TRUST INTERNATNAL VAL25434V807119,178$5.1M0.06%
212RPM INTERNATIONAL INC (DELA)74968510346,022$5.1M0.06%
213PROCTER & GAMBLE CO COM74271810931,212$5.0M0.06%
214VANGUARD SHORT-TERM TREASURY ETF92206C10284,454$5.0M0.06%
215VANGUARD INDEX FDS STK MRK ETF92290876915,675$4.8M0.06%
216SECTOR SPDR TR TECHNOLOGY81369Y80318,238$4.6M0.06%
217QUALCOMM INC COMQCOM28,496$4.5M0.06%
218NOVO-NORDISK A S ADRNONOF65,016$4.5M0.06%
219BANK OF AMERICA CORPORATION COM06050510492,242$4.4M0.05%
220BROADCOM INCAVGO15,676$4.3M0.05%
221USIO INC COMUSIO2,805,752$4.3M0.05%
222PROLOGIS INC COMPLDGP40,544$4.3M0.05%
223INVESCO EXCH TRADED FD TR IIVAR RATE PFDIVZ166,719$4.1M0.05%
224STARBUCKS CORP COMSBUX43,918$4.0M0.05%
225NIKE INC CL BNKE55,514$3.9M0.05%
226ISHARES GOLD TR ISHARES NEWIAU60,987$3.8M0.05%
227BROWN-FORMAN CORPBF-B138,891$3.7M0.05%
228PFIZER INC COMPFE150,770$3.7M0.05%
229NORTHROP GRUMMAN CORPNOC7,282$3.6M0.04%
230VANGUARD EMERGING MARKET EQUITY ETF92204285873,601$3.6M0.04%
231BOOKING HOLDINGS INCBKNG623$3.6M0.04%
232CHUBB LTDCB12,174$3.5M0.04%
233GALLAGHER ARTHUR J & CO COM36357610910,808$3.5M0.04%
234HESS CORP COMHESM24,852$3.4M0.04%
235CSX CORP COMCSX104,724$3.4M0.04%
236SPS COMM INC COMSPSC25,007$3.4M0.04%
237VERIZON COMMUNICATIONS COMVZ78,271$3.4M0.04%
238MURPHY USA INC COMMUSA8,301$3.4M0.04%
239COLGATE PALMOLIVE CO COMCL36,015$3.3M0.04%
240SPDR SERIES TRUST BARC CAPTL ETF78464A474108,381$3.3M0.04%
241VANGUARD WORLD FD ESG US STK ETF92191073329,817$3.3M0.04%
242AMERICAN TOWER CORP NEW COM03027X10014,783$3.3M0.04%
243WASTE MGMT INC DEL COM94106L10914,261$3.3M0.04%
244STARWOOD PPTY TR INC COMSTHO159,938$3.2M0.04%
245GILEAD SCIENCES INC COMGILD28,877$3.2M0.04%
246GENERAL DYNAMICS CORP COMGD10,957$3.2M0.04%
247SAP SE SPON ADRSAPGF10,472$3.2M0.04%
248VANGUARD WORLD FDS INF TECH ETF92204A7024,798$3.2M0.04%
249ISHARES RUSSELL 2000 INDEX46428765514,503$3.1M0.04%
250SPOTIFY TECHNOLOGY S A SHSSPOT4,058$3.1M0.04%
251FERRARI N V COMRACE6,298$3.1M0.04%
252LOCKHEED MARTIN CORP COMLMT6,644$3.1M0.04%
253ISHARES MSCI EAFE VALUE INDX46428887748,208$3.1M0.04%
254CME GROUP INC COMCME11,053$3.0M0.04%
255FRANKLIN TEMPLETON ETF TR FRANKLIN INDIAFGDL76,457$3.0M0.04%
256VANGUARD FTSE DEVELOPED MARKETS92194385852,622$3.0M0.04%
2573M COMMM19,467$3.0M0.04%
258AVANTOR INC COMAVTR218,925$2.9M0.04%
259KKR & CO INC 6.25 CON SER DKKRT54,723$2.9M0.04%
260PALO ALTO NETWORKS INC COMPANW14,282$2.9M0.04%
261ISHARES SHORT-TERM CORPORATEBOND ETF46428864655,279$2.9M0.04%
262ISHARES S&P CAL AMT-FREE MUNIS46428835652,230$2.9M0.04%
263PAYCHEX INC COMPAYX19,960$2.9M0.04%
264ABBOTT LABS COMABLZF20,445$2.8M0.03%
265ASTRAZENECA PLC SPONSORED ADRAZN38,920$2.7M0.03%
266ISHARES INC MSCI EMRG CHN46434G76443,008$2.7M0.03%
267ABBVIE INC COMABBV14,329$2.7M0.03%
268ADVANCED MICRO DEVICES INC COMAMD18,549$2.6M0.03%
269BANCO BILBAO VIZCAYA ARGENTASPONSORED ADRBBVXF170,297$2.6M0.03%
270BRISTOL MYERS SQUIBB CO COMCELG-RI56,420$2.6M0.03%
271MORGAN STANLEY DEAN WITTER & CO NEWMS-PQ18,305$2.6M0.03%
272MITSUBISHI UFJ FINL GROUP INSPONSORED ADR606822104186,379$2.6M0.03%
273CITIGROUP INC COM NEWC-PR29,998$2.6M0.03%
274TARGET CORP COMTGT25,818$2.5M0.03%
275EOG RES INC COMEOG21,107$2.5M0.03%
276EMERSON ELEC CO COMEMR18,743$2.5M0.03%
277RELX PLC SPONSORED ADRRLXXF45,942$2.5M0.03%
278ISHARES TR U.S. AER&DEF ETF46428876013,170$2.5M0.03%
279VANGUARD BD INDEX FD INC SHORT TRM BOND92193782731,101$2.4M0.03%
280BROOKFIELD ASSET MANAGEMENT-A11300410544,193$2.4M0.03%
281META PLATFORMS INC CL AMETA3,266$2.4M0.03%
282ISHARES RUSSELL MIDCAP VALUE46428747318,197$2.4M0.03%
283ARES CAPITAL CORP COMARCC109,083$2.4M0.03%
284SHELL PLC SPON ADSRYDAF33,370$2.3M0.03%
285ISHARES TR MSCI USA MIN VOL46429B69725,011$2.3M0.03%
286INVESCO S&P 500 EQUAL WEIGHTIVZ12,899$2.3M0.03%
287ATMOS ENERGY CORP COMATO15,042$2.3M0.03%
288VANGUARD INDEX FDS GROWTH ETF9229087365,217$2.3M0.03%
289PARKER HANNIFIN CORP COMPH3,266$2.3M0.03%
290CENCORA INCCOR7,581$2.3M0.03%
291ADOBE SYS INC COMADBE5,819$2.3M0.03%
292THE CIGNA GROUP COM1255231006,726$2.2M0.03%
293PACCAR INC COMPCAR23,274$2.2M0.03%
294SERVICENOW INC COMNOW2,147$2.2M0.03%
295GENUINE PARTS CO COMGPC18,105$2.2M0.03%
296MARRIOTT INTL INC NEW CL A5719032028,017$2.2M0.03%
297CANADIAN PACIFIC KANSAS CITYCP27,175$2.2M0.03%
298SELECT SECTOR SPDR TR SBI CONS DISCR81369Y4079,909$2.2M0.03%
299ETF S&P 500 GROWTH46428730919,452$2.1M0.03%
300ISHARES TR 3 7 YR TREAS BD46428866117,872$2.1M0.03%
301CADENCE DESIGN SYSTEM INC COMCDNS6,813$2.1M0.03%
302NU HLDGS LTD ORD SHS CL ANU152,264$2.1M0.03%
303MARSH & MCLENNAN COS INC COM5717481029,456$2.1M0.03%
304ICICI BK LTD ADRIBN60,311$2.0M0.03%
305ISHARES TR INDEX S&P 500 VALUE46428740810,307$2.0M0.02%
306KINDER MORGAN INC DEL COMEP-PC68,093$2.0M0.02%
307CARRIER GLOBAL CORPORATION COMCARR27,327$2.0M0.02%
308VANGUARD ADMIRAL FDS INC 500 GRTH IDX F9219325055,034$2.0M0.02%
309KLA-TENCOR CORP COMKLAC2,179$2.0M0.02%
310HOME DEPOT INC COMHD5,306$1.9M0.02%
311VANGUARD INDEX FDS SML CP GRW ETF9229085957,000$1.9M0.02%
312WELLS FARGO & CO NEW COM94974610124,191$1.9M0.02%
313PHILIP MORRIS INTL INC COM71817210910,470$1.9M0.02%
314BROOKFIELD CORP11271J10730,644$1.9M0.02%
315NUSHARES ETF TR NUVEEN ESG SMLCPNU46,053$1.9M0.02%
316ZOETIS INC CL AZTS11,942$1.9M0.02%
317GE AEROSPACE COM NEW3696043017,200$1.9M0.02%
318CATERPILLAR INC DEL COMCAT4,696$1.8M0.02%
319BROADRIDGE FINL SOLUTIONS INCOM11133T1037,411$1.8M0.02%
320ORACLE CORP COMORCL-PD8,218$1.8M0.02%
321TYLER TECHNOLOGIES INC COMTYL3,017$1.8M0.02%
322CORTEVA INC COMCTVA23,971$1.8M0.02%
323VANGUARD INDEX FDS MID CAP ETF9229086296,379$1.8M0.02%
324EATON CORP PLC SHSETN4,911$1.8M0.02%
325AIRBNB INC COM CL AABNB13,196$1.7M0.02%
326CELESTICA INC COMCLS11,182$1.7M0.02%
327STARBUCKS CORP COMSBUX18,946$1.7M0.02%
328AT&T INC COMT-PC59,168$1.7M0.02%
329THE DESCARTES SYSTEMS GROUP INC24990610816,826$1.7M0.02%
330ISHARES S&P MIDCAP 400 GROWTH46428760618,700$1.7M0.02%
331RAYTHEON TECHNOLOGIES CORP COMRTX11,626$1.7M0.02%
332AON PLC SHS CL AAON4,743$1.7M0.02%
333HDFC BANK LTD ADR REPS 3 SHSHDB22,033$1.7M0.02%
334STRYKER CORP COMSYK4,266$1.7M0.02%
335VANGUARD INDEX FDS MCAP VL IDXVIP92290851210,099$1.7M0.02%
336RIO TINTO PLC SPONSORED ADRRTNTF28,321$1.7M0.02%
337JOHNSON & JOHNSON COMJNJ10,810$1.7M0.02%
338FTAI AVIATION LTD SHSFTAIN14,252$1.6M0.02%
339SCHWAB STRATEGIC TR EMRG MKTEQ ETF80852470654,029$1.6M0.02%
340SELECT SECTOR SPDR TR COMMUNICATION81369Y85214,933$1.6M0.02%
341QUANTA SVCS INC COM74762E1024,252$1.6M0.02%
342ISHARES S&P MIDCAP 400 VALUE46428770512,998$1.6M0.02%
343DANAHER CORP DEL COM2358511028,078$1.6M0.02%
344CANADIAN NAT RES LTD COM13638510150,644$1.6M0.02%
345SPDR SERIES TRUST PORTFOLIO S&P50078464A85421,811$1.6M0.02%
346MCDONALDS CORP COMMCD5,382$1.6M0.02%
347UNITED PARCEL SERVICE INC CL BUPS15,523$1.6M0.02%
348PAMPA ENERGIA S A SPONS ADR LVL I69766020722,421$1.6M0.02%
349VANGUARD SCOTTSDALE FDS VNG RUS3000IDX92206C5995,659$1.5M0.02%
350BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,172$1.5M0.02%
351MARATHON PETE CORP COMMARA9,274$1.5M0.02%
352ISHARES GLOBAL INTERMEDIATE CREDIT INDEX46428863828,881$1.5M0.02%
353NUSHARES ETF TR NUVEEN ESG MIDCPNU31,437$1.5M0.02%
354ENERGY SELECT SECTOR SPDR81369Y50617,900$1.5M0.02%
355GUGGENHEIM TAXABLE MUNI BD& INVST GRADE DEBIT TR401664107100,514$1.5M0.02%
356NUSHARES ETF TR NUVEEN ESG MIDCPNU31,186$1.5M0.02%
357PEPSICO INC COMPEP11,395$1.5M0.02%
358FOMENTO ECONOMICO MEXICANO SSPON ADR UNITS34441910614,436$1.5M0.02%
359VANGUARD WORLD FDS HEALTH CAR ETF92204A5045,847$1.5M0.02%
360TRANE TECHNOLOGIES PLC SHSTT3,318$1.5M0.02%
361NXP SEMICONDUCTORS N V COMNXPI6,631$1.4M0.02%
362ISHARES RUSSEL MIDCAP GROWTH46428748110,329$1.4M0.02%
363TE CONNECTIVITY PLC ORD SHSTEL8,475$1.4M0.02%
364WILLDAN GROUP INC COMWLDN22,636$1.4M0.02%
365KEMPER CORP DEL COMKMPB21,481$1.4M0.02%
366SELECT SECTOR SPDR TR FINANCIALS81369Y60526,399$1.4M0.02%
367T-MOBILE US INC COMTMUSZ5,755$1.4M0.02%
368KIMBERLY CLARK CORP COMKMB10,634$1.4M0.02%
369ISHARES S&P SMCAP 600 GROWTH46428788710,291$1.4M0.02%
370VANGUARD SCOTTSDALE FDS INTER TERM TREAS92206C70622,778$1.4M0.02%
371ISHARES TR 0-5 YR TIPS ETF46429B74713,230$1.4M0.02%
372XYLEM INC COMXYL10,401$1.3M0.02%
373WISDOMTREE TR EMG MKTS SMCAPWT23,841$1.3M0.02%
374NORFOLK SOUTHERN CORP COM6558441085,145$1.3M0.02%
375BANK NEW YORK MELLON CORP COM06405810014,422$1.3M0.02%
376TJX COS INC NEW COM87254010910,594$1.3M0.02%
377WILLSCOT MOBILE MINI HOLDINGWSC47,489$1.3M0.02%
378VERISK ANALYTICS INC COMVRSK4,161$1.3M0.02%
379LILLY ELI & CO COMLLY1,657$1.3M0.02%
380CHEVRON CORP COMCVX9,010$1.3M0.02%
381ISHARES DJ SELECT DIVIDEND INDEX4642871689,692$1.3M0.02%
382SPDR HEALTH CARE SEL81369Y2099,539$1.3M0.02%
383ROPER INDS INC NEW COMROP2,233$1.3M0.02%
384ISHARES TR MSCI KLD400 SOC46428857010,890$1.3M0.02%
385BRITISH AMERN TOB PLC SPONSORED ADR11044810726,663$1.3M0.02%
386MIDCAP SPDR TR UNIT SER 1MDY2,208$1.3M0.02%
387MERCK & CO INC COMMRK15,635$1.2M0.02%
388AFLAC INC COMAFL11,578$1.2M0.02%
389BLACKROCK INC COMBLK1,163$1.2M0.02%
390ORIX CORP SPONSORED ADRORXCF54,110$1.2M0.02%
391ISHARES RUSSELL 2000 VALUE4642876307,685$1.2M0.01%
392METLIFE INC COMMET-PF15,042$1.2M0.01%
393AIR PRODS & CHEMS INC COMAIIR4,250$1.2M0.01%
394WAL MART STORES INC COMWMT12,245$1.2M0.01%
395SPDR BBG BARC HIGH YIELD BND78468R62212,276$1.2M0.01%
396BROOKFIELD INFRAST PARTNERS LP INT UNITG1625210135,521$1.2M0.01%
397DISNEY WALT CO COM DISNEY2546871069,515$1.2M0.01%
398VANGUARD STAR FD VG TL INTL STK F92190976817,017$1.2M0.01%
399VANGUARD WORLD FDS ENERGY ETF92204A3069,843$1.2M0.01%
400ISHARES TR HIGH YLD CORP46428851314,514$1.2M0.01%
401SPDR SERIES TRUST INTR TRM CORP BD78464A37534,757$1.2M0.01%
402TRANSDIGM GROUP INC COMTDG766$1.2M0.01%
403CHUBB LTDCB4,019$1.2M0.01%
404TEXAS PACIFIC LAND CORPORATICOMTPL1,102$1.2M0.01%
405FIRST SOLAR INC COMFSLR6,952$1.2M0.01%
406SPORTRADAR GROUP AG CLASS A ORD SHSSRAD40,991$1.2M0.01%
407NUSHARES ETF TR NUVEEN ESG INTLNU32,326$1.1M0.01%
408HONEYWELL INTL INC COM4385161064,918$1.1M0.01%
409FISERV INC COMFISV6,613$1.1M0.01%
410GILEAD SCIENCES INC COMGILD10,164$1.1M0.01%
411CHIPOTLE MEXICAN GRILL INC COMCMG19,882$1.1M0.01%
412TETRA TECH INCTTEK31,000$1.1M0.01%
413SEMPRA ENERGY COMSREA14,666$1.1M0.01%
414ONEOK INC NEW COMOKE13,582$1.1M0.01%
415EVEREST REINSURANCE GROUP LTDEG3,245$1.1M0.01%
416PETROLEO BRASILEIRO SA PETROSPONSORED ADR71654V40888,131$1.1M0.01%
417LINDE PLC SHSLIN2,347$1.1M0.01%
418ALPHABET INC CL AGOOG6,188$1.1M0.01%
419QUALCOMM INC COMQCOM6,780$1.1M0.01%
420SPDR INDUSTRIAL IDX81369Y7047,263$1.1M0.01%
421AMERICAN EXPRESS CO COMAXP3,348$1.1M0.01%
422UNILEVER PLC SPON ADR NEWUNLYF17,435$1.1M0.01%
423RALLIANT CORP COMRAL21,979$1.1M0.01%
424VANGUARD WELLINGTON FD US VALUE FACTR9219358058,953$1.1M0.01%
425PROCORE TECHNOLOGIES INC COMPCOR15,478$1.1M0.01%
426NUVEEN CA QUALTY MUN INCOME COMNU93,821$1.0M0.01%
427BECTON DICKINSON & CO COMBDX6,013$1.0M0.01%
428ISHARES TR ESG AWARE MSCI46435U66325,000$1.0M0.01%
429ISHARES TR SHORT TREAS BD4642886799,320$1.0M0.01%
430INVESCO EXCHANGE TRADED FD TS&P500 QUALITYIVZ14,200$1.0M0.01%
431ROBINHOOD MKTS INC COM CL A77070010210,695$1.0M0.01%
432UBER TECHNOLOGIES INC COMUBER10,701$998,3940.01%
433GE AEROSPACE COM NEW3696043013,856$992,4560.01%
434ISHARES SILVER TRUST ISHARESSLV30,045$985,4720.01%
435ISHR S&P U.S. PRD STK46428868731,775$974,8510.01%
436GOLDMAN SACHS GROUP INC COMGSCE1,373$971,7380.01%
437THERMO FISHER SCIENTIFIC INCCOMTMO2,394$970,6420.01%
438INTEL CORP COMINTC43,132$965,7010.01%
439CORNING INC COMGLW18,283$961,5000.01%
440EXXON MOBIL CORP COMXOM8,873$956,5080.01%
441ABERDEEN STD GOLD ETF TR00326A10430,300$955,6610.01%
442CINTAS CORP COMCTAS4,228$942,2890.01%
443NEXTERA ENERGY INC COMNEE-PW13,486$936,1960.01%
444FEDEX CORP COMFDX4,117$935,8330.01%
445APOLLO GLOBAL MGMT INC COM03769M1066,570$932,0850.01%
446SPDR SERIES TRUST PORTFLI HIGH YLD78468R60638,995$927,6850.01%
447ISHARES TR MSCI ACWI INDX4642882577,193$925,0160.01%
448SPROTT PHYSICAL GOLD TRUST UNITSII36,463$923,9670.01%
449GSK PLC SPONSORED ADRGLAXF24,049$923,2370.01%
450STERIS PLC SHS USDSTE3,808$914,7520.01%
451SPDR SERIES TRUST PORTFOLIO SH TSR78468R10131,095$910,7720.01%
452IDEXX LABS INC COM45168D1041,698$910,6840.01%
453COPART INC COMCPRT18,454$905,3510.01%
454DIAGEO P L C SPNSRD ADR NEWDGEAF8,976$905,1270.01%
455PROSHARES TR S&P 500 DV ARIST74348A4678,910$897,2340.01%
456MONOLITHIC PWR SYS INC COM6098391051,218$890,8200.01%
457ISHARES TR ULTRA SHORT DUR46434V87817,521$888,3140.01%
458ETFIS SER TR I VIRTUS INFRCAP26923G82242,491$884,6620.01%
459INVESCO QQQ TR UNIT SER 1IVZ1,603$884,2780.01%
460NVR INC COMNVR116$856,7270.01%
461ISHARES TR MSCI SMALL CAP46428827311,751$854,0610.01%
462QUANTA SVCS INC COM74762E1022,250$850,6570.01%
463PUBLIC STORAGE INC COMPSA-PS2,881$845,3070.01%
464ELEVANCE HEALTH INCELV2,168$843,2390.01%
465ISHARES TR ESG SELECT SCRE46436E55120,309$842,8230.01%
466VGRD EUROPE ETF92204287410,824$838,8550.01%
467LIBERTY BROADBAND CORP COM SER CLBRDP8,523$838,4900.01%
468S&P GLOBAL INC.SPGI1,585$835,7360.01%
469INVESCO EXCH TRADED FD TR IIS&P500 LOW VOLIVZ11,405$830,3980.01%
470EQUINIX INC COM PAR $0.001EQIX1,040$827,2730.01%
471DELL TECHNOLOGIES INC CL CDELL6,716$823,3740.01%
472HILTON WORLDWIDE HLDGS INC COMHLT3,081$820,5540.01%
473OTIS WORLDWIDE CORP COMOTIS8,203$812,2410.01%
474PPG INDS INC COM6935061077,138$811,9440.01%
475VERTEX PHARMACEUTICALS INC COMVRTX1,820$810,2580.01%
476ISHARES TR RUSEL 2500 ETF46435G26811,811$800,4160.01%
477ISHARES MSCI EAFE INDEX FUND4642874658,825$788,8650.01%
478SELECT SECTOR SPDR TR RL EST SEL SEC81369Y86019,038$788,3610.01%
479PNC FINL SVCS GROUP INC COM6934751054,228$788,1790.01%
480CVS CORP COMCVS11,407$786,7140.01%
481LENNAR CORP CL ALEN-B7,089$784,1110.01%
482WABTEC COM9297401083,688$772,0770.01%
483COSTCO WHSL CORP NEW COM22160K105777$769,1790.01%
484MCKESSON CORP COMMCK1,044$765,0060.01%
485ISHARES TR MSCI INDIA ETF46429B59813,682$761,8080.01%
486VANGUARD INDEX FDS EXTEND MKT ETF9229086523,944$760,0400.01%
487DUKE ENERGY CORP NEW COM NEWDUKB6,353$749,6540.01%
488JOHNSON CTLS INTL PLC SHSG515021057,083$748,1020.01%
489ISHARES TR CORE MSCI EAFE46432F8428,950$747,0540.01%
490ISHARES TR DJ INTL SEL DIVD46428844821,597$745,0930.01%
491MANULIFE FINL CORP COM56501R10623,262$743,2180.01%
492COCA COLA CO COMKO10,455$739,6910.01%
493NUSHARES ETF TR NUVEEN ESG EMRGNNU22,244$738,5000.01%
494ISHARES MIN VOL EMRG MKT46428653311,547$725,0330.01%
495YUM BRANDS INCYUM4,889$724,4480.01%
496ISHARES RUSSELL 3000 GROWTH4642876714,802$722,2200.01%
497AMGEN INC COMAMGN2,585$721,7310.01%
498DAVITA HEALTHCARE PARTNERSDVA5,039$717,8040.01%
499ISHARES TR CORE S&P TTL STK4642871505,295$715,0330.01%
500ISHARES RUSSELL 3000 VALUE4642876637,498$709,5340.01%