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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

LRI Investments, LLC

Quarter ended Q2 2024 · Filed July 24, 2024 · Accession 0002023325-24-000002

Total Value
$878.7M
Positions
1,364
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARES MANAGEMENT CORPORATION CL A COM STKARES-PB2,822,565$376.2M43.32%
2DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,417,500$77.9M8.97%
3DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880996,676$25.3M2.92%
4WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT338,973$24.7M2.84%
5DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203818,151$24.3M2.80%
6ASSURED GUARANTY LTD COMAGO292,867$22.6M2.60%
7WISDOMTREE INTERNATIONAL EQUITY FUNDWT396,966$21.3M2.46%
8WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT206,665$13.1M1.51%
9DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781465,633$12.5M1.44%
10AMAZON COM INC COMAMZN64,115$12.4M1.43%
11APPLE INC COMAAPL56,620$11.9M1.37%
12VANGUARD REAL ESTATE ETF922908553142,083$11.9M1.37%
13MICROSOFT CORP COMMSFT25,392$11.3M1.31%
14NVIDIA CORPORATION COMNVDA63,391$7.8M0.90%
15RTX CORPORATION COMRTX72,772$7.3M0.84%
16DIMENSIONAL US LARGE CAP VALUE ETF25434V666185,752$5.4M0.62%
17SPDR S&P 500 ETF TRUSTSPY9,346$5.1M0.59%
18EXXON MOBIL CORP COMXOM37,926$4.4M0.50%
19CARRIER GLOBAL CORPORATION COMCARR58,736$3.7M0.43%
20DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658132,438$3.3M0.38%
21VANGUARD S&P 500 ETF9229083636,406$3.2M0.37%
22META PLATFORMS INC CL AMETA6,292$3.2M0.37%
23BROADCOM INC COMAVGO1,864$3.0M0.34%
24ACCENTURE PLC IRELAND SHS CLASS AACN9,465$2.9M0.33%
25ALPHABET INC CAP STK CL CGOOG15,431$2.8M0.33%
26BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A6,957$2.8M0.33%
27OTIS WORLDWIDE CORP COMOTIS29,158$2.8M0.32%
28COCA COLA CO COMKO42,575$2.7M0.31%
29JPMORGAN CHASE & CO. COMVYLD13,155$2.7M0.31%
30ALPHABET INC CAP STK CL AGOOG13,720$2.5M0.29%
31DIMENSIONAL U.S. EQUITY ETF25434V40140,655$2.4M0.28%
32M & T BK CORP COM55261F10414,852$2.2M0.26%
33ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860448,567$2.2M0.25%
34CHEVRON CORP NEW COMCVX13,492$2.1M0.24%
35PROCTER AND GAMBLE CO COM74271810912,399$2.0M0.24%
36ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830729,730$2.0M0.23%
37DIMENSIONAL US CORE EQUITY MARKET ETF25434V10453,653$2.0M0.23%
38ELI LILLY & CO COMLLY2,146$1.9M0.22%
39WALMART INC COMWMT26,507$1.8M0.21%
40JOHNSON & JOHNSON COMJNJ12,242$1.8M0.21%
41VANGUARD DIVIDEND APPRECIATION ETF9219088449,722$1.8M0.20%
42THE CIGNA GROUP COM1255231005,244$1.7M0.20%
43VANGUARD TOTAL STOCK MARKET ETF9229087696,269$1.7M0.19%
44ISHARES MORNINGSTAR MID-CAP VALUE ETF46428840622,656$1.6M0.18%
45ABBVIE INC COMABBV9,252$1.6M0.18%
46HONEYWELL INTL INC COM4385161067,028$1.5M0.17%
47MCDONALDS CORP COMMCD5,555$1.4M0.16%
48VISA INC COM CL AV5,100$1.3M0.15%
49ADOBE INC COMADBE2,364$1.3M0.15%
50PEPSICO INC COMPEP7,834$1.3M0.15%
51JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20323,000$1.3M0.15%
52TORONTO DOMINION BK ONT COM NEWTORO22,991$1.3M0.15%
53LOCKHEED MARTIN CORP COMLMT2,669$1.2M0.14%
54VANGUARD GROWTH ETF9229087363,319$1.2M0.14%
55JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33221,170$1.2M0.14%
56TPI COMPOSITES INC COMTPICQ296,663$1.2M0.14%
57PROLOGIS INC. COMPLDGP10,509$1.2M0.14%
58HOME DEPOT INC COMHD3,383$1.2M0.13%
59GENERAL DYNAMICS CORP COMGD4,001$1.2M0.13%
60PACER GLOBAL CASH COWS DIVIDEND ETF69374H70933,582$1.1M0.13%
61PALO ALTO NETWORKS INC COMPANW3,303$1.1M0.13%
62WP CAREY INC COM92936U10919,613$1.1M0.12%
63CVS HEALTH CORP COMCVS18,092$1.1M0.12%
64ISHARES MORNINGSTAR SMALL CAP VALUE ETF46428870318,201$1.1M0.12%
65WEBSTER FINL CORP COM94789010922,962$1.0M0.12%
66REALTY INCOME CORP COMO17,653$932,4310.11%
67EATON CORP PLC SHSETN2,955$926,4360.11%
68MASTERCARD INCORPORATED CL AMA2,099$926,0190.11%
69NOVO-NORDISK A S ADRNONOF6,334$904,1400.10%
70ASML HOLDING N V N Y REGISTRY SHSASMLF869$888,2760.10%
71FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E10850,704$880,2130.10%
72MICROSOFT CORP COMMSFT1,931$863,0600.10%
73ELEVANCE HEALTH INC COMELV1,588$860,4740.10%
74TRAVELERS COMPANIES INC COMTRV4,174$848,7910.10%
75DIMENSIONAL US CORE EQUITY 1 ETF25434V62513,968$831,3750.10%
76DEERE & CO COMDE2,222$830,2060.10%
77BLACKSTONE INC COMBX6,468$800,7840.09%
78UNITEDHEALTH GROUP INC COMUNH1,558$793,6590.09%
79VERIZON COMMUNICATIONS INC COMVZ18,800$775,2930.09%
80AMGEN INC COMAMGN2,463$769,6330.09%
81MEDTRONIC PLC SHSMDT9,776$769,4690.09%
82AIR PRODS & CHEMS INC COMAIIR2,901$748,7220.09%
83NETFLIX INC COMNFLX1,107$746,8590.09%
84SERVICENOW INC COMNOW946$744,5350.09%
85CORNING INC COMGLW19,112$742,5010.09%
86ORACLE CORP COMORCL-PD5,213$736,1120.08%
87GOLDMAN SACHS GROUP INC COMGSCE1,583$716,0770.08%
88INVESCO QQQ TRUST SERIES IIVZ1,468$703,3330.08%
89ENTERPRISE PRODS PARTNERS L P COM29379210723,728$687,6510.08%
90ISHARES EMERGING MARKETS DIVIDEND ETF46428631925,000$679,5000.08%
91INTERNATIONAL BUSINESS MACHS COMINTR3,879$670,8730.08%
92MERCADOLIBRE INC COMMELI402$660,3440.08%
93VANGUARD SHORT-TERM TREASURY ETF92206C10211,365$659,0560.08%
94INTUIT COMINTU998$655,7730.08%
95NVIDIA CORPORATION COMNVDA5,201$642,5320.07%
96BANK AMERICA CORP COM06050510415,783$627,6980.07%
97PHILIP MORRIS INTL INC COM7181721096,161$624,3070.07%
98ALLSTATE CORP COMALL-PJ3,906$623,6160.07%
99AMAZON COM INC COMAMZN3,226$623,4250.07%
100KRAFT HEINZ CO COMKHC18,378$592,1390.07%
101ISHARES MORNINGSTAR GROWTH ETF4642871197,230$588,5940.07%
102EMERSON ELEC CO COMEMR5,277$581,3140.07%
103INTUITIVE SURGICAL INC COM NEWISRG1,235$549,5510.06%
104DANAHER CORPORATION COM2358511022,148$536,7460.06%
105KEYCORP COM49326710837,553$533,6280.06%
106MERCK & CO INC COMMRK4,196$519,4650.06%
107MONDELEZ INTL INC CL A6092071057,891$516,3870.06%
108WELLTOWER INC COMWELL4,935$514,4740.06%
109FAIR ISAAC CORP COMFICO345$513,6810.06%
110INTEL CORP COMINTC16,493$510,7730.06%
111CATERPILLAR INC COMCAT1,478$492,3390.06%
112BLOOM ENERGY CORP COM CL ABE40,000$489,6000.06%
113CISCO SYS INC COMCSCO10,042$477,0970.05%
114SPDR S&P DIVIDEND ETF78464A7633,743$476,0350.05%
115AT&T INC COMT-PC24,840$474,6920.05%
116NEXTERA ENERGY INC COMNEE-PW6,635$469,8240.05%
117TJX COS INC NEW COM8725401094,257$468,6960.05%
118BLACKROCK INC COMBLK592$465,9740.05%
119NIKE INC CL BNKE6,155$463,9020.05%
120MARVELL TECHNOLOGY INC COMMRVL6,591$460,7110.05%
121CORTEVA INC COMCTVA8,499$458,4280.05%
122CHARLES RIV LABS INTL INC COM1598641072,212$456,9410.05%
123ARISTA NETWORKS INC COMANET1,295$453,7350.05%
124BOSTON SCIENTIFIC CORP COMBSX5,820$448,1870.05%
125PARKER-HANNIFIN CORP COMPH883$446,6300.05%
126DISNEY WALT CO COM2546871064,423$439,1690.05%
127ISHARES RUSSELL 1000 GROWTH ETF4642876141,199$437,0470.05%
128APPLE INC COMAAPL2,015$424,3990.05%
129ISHARES RUSSELL 1000 VALUE ETF4642875982,405$419,6000.05%
130VANGUARD TOTAL BOND MARKET ETF9219378355,804$418,1620.05%
131VANGUARD VALUE ETF9229087442,567$411,8050.05%
132WELLS FARGO CO NEW COM9497461016,877$408,4330.05%
133COMCAST CORP NEW CL ACCZ10,365$405,8810.05%
134LOWES COS INC COM5486611071,829$403,2660.05%
135SALESFORCE INC COMCRM1,550$398,6230.05%
136WISDOMTREE US VALUE FUND OF BENEF INTERESTWT5,434$396,6250.05%
137FERRARI N V COMRACE958$391,1360.05%
138ALTRIA GROUP INC COMMO8,582$390,9260.05%
139MARTIN MARIETTA MATLS INC COM573284106711$385,2490.04%
140ECOLAB INC COMECL1,599$380,5620.04%
141LIBERTY MEDIA CORP DEL COM LBTY ONE S CFWONB5,167$371,1970.04%
142FIRST CTZNS BANCSHARES INC N C CL A31946M103219$369,4190.04%
143SHERWIN WILLIAMS CO COMSHW1,229$366,7700.04%
144COSTCO WHSL CORP NEW COM22160K105431$366,7330.04%
145BROADCOM INC COMAVGO224$359,6390.04%
146TESLA INC COMTSLA1,809$358,0030.04%
147AVANTIS U.S. LARGE CAP VALUE ETF0250723495,687$357,3710.04%
148SS&C TECHNOLOGIES HLDGS INC COMSSNC5,641$353,5210.04%
149NORTHROP GRUMMAN CORP COMNOC806$351,5350.04%
150DOMINION ENERGY INC COMD7,113$348,5170.04%
151SPDR GOLD SHARESGLD1,615$347,2410.04%
152CHUBB LIMITED COMCB1,357$346,1440.04%
153DIMENSIONAL US MARKETWIDE VALUE ETF25434V7248,814$346,1260.04%
154QUALCOMM INC COMQCOM1,719$342,3580.04%
155TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,953$339,4700.04%
156SIMON PPTY GROUP INC NEW COM8288061092,223$337,4510.04%
157CACI INTL INC CL A127190304784$337,0320.04%
158ENBRIDGE INC COMENNPF9,441$335,9480.04%
159PFIZER INC COMPFE11,959$334,6190.04%
160ABBOTT LABS COMABLZF3,213$333,8630.04%
161VERTEX PHARMACEUTICALS INC COMVRTX712$333,7280.04%
162DELL TECHNOLOGIES INC CL CDELL2,413$332,7350.04%
163ARCHER DANIELS MIDLAND CO COMADM5,428$328,1230.04%
164CONOCOPHILLIPS COMCOP2,864$327,5720.04%
165CAPITAL ONE FINL CORP COM14040H1052,360$326,7420.04%
166ISHARES CORE S&P US VALUE ETF4642876633,703$326,3450.04%
167SILICON MOTION TECHNOLOGY CORP SPONSORED ADRSIMO3,987$322,8720.04%
168UBER TECHNOLOGIES INC COMUBER4,408$320,4030.04%
169LPL FINL HLDGS INC COM50212V1001,139$318,0510.04%
170WASTE MGMT INC DEL COM94106L1091,485$316,8100.04%
171KELLANOVA COMBEKE5,475$315,7980.04%
172VANGUARD INFORMATION TECHNOLOGY ETF92204A702545$314,2420.04%
173DIAGEO PLC SPON ADR NEWDGEAF2,492$314,1910.04%
174BOOKING HOLDINGS INC COMBKNG79$313,7980.04%
175API GROUP CORP COM STKAPG8,326$313,3070.04%
176SANOFI SPONSORED ADRSNYNF6,387$309,8960.04%
177LENNAR CORP CL ALEN-B2,056$308,1330.04%
178AXCELIS TECHNOLOGIES INC COM NEWACLS2,160$307,1790.04%
179SYNOPSYS INC COMSNPS514$305,6760.04%
180TELEDYNE TECHNOLOGIES INC COMTDY784$304,0680.04%
181COLGATE PALMOLIVE CO COMCL3,100$300,8080.03%
182LENNOX INTL INC COM526107107558$298,6430.03%
183CLEAN HARBORS INC COMCLH1,315$297,3870.03%
184DEXCOM INC COMDXCM2,601$294,9010.03%
185GE AEROSPACE COM NEW3696043011,850$294,1000.03%
186PUBLIC SVC ENTERPRISE GRP INC COM7445731063,951$291,1890.03%
187THE TRADE DESK INC COM CL A88339J1052,981$291,1750.03%
188JABIL INC COMJBL2,673$290,8230.03%
189CBRE GROUP INC CL ACBRE3,250$289,6070.03%
190ADVANCED MICRO DEVICES INC COMAMD1,739$282,0780.03%
191TERADYNE INC COMTER1,899$281,6110.03%
192AMERICAN INTL GROUP INC COM NEW0268747843,785$280,9980.03%
193AUTODESK INC COMADSK1,116$276,1850.03%
194AMERIPRISE FINL INC COM03076C106646$276,1050.03%
195MICROCHIP TECHNOLOGY INC. COMMCHPP2,992$273,8140.03%
196BENTLEY SYS INC COM CL BBSY5,534$273,1580.03%
197TOTALENERGIES SE SPONSORED ADSTTE4,020$268,0540.03%
198LANTHEUS HLDGS INC COMLNTH3,334$267,6870.03%
199US BANCORP DEL COM NEWUSB-PS6,637$263,4890.03%
200CROWN HLDGS INC COMCCK3,535$262,9690.03%
201SBA COMMUNICATIONS CORP NEW CL ASBAC1,339$262,8460.03%
202ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,350$259,3230.03%
203FREEPORT-MCMORAN INC CL BFCX5,322$258,6350.03%
204ASTRAZENECA PLC SPONSORED ADRAZN3,283$256,0410.03%
205VANGUARD MEGA CAP VALUE ETF9219108402,141$253,7090.03%
206EQUIFAX INC COMEFX1,039$252,0280.03%
207REGENERON PHARMACEUTICALS COMREGN235$246,6910.03%
208ACI WORLDWIDE INC COMACIW6,218$246,1710.03%
209EASTMAN CHEM CO COMEMN2,500$244,9250.03%
210LAMB WESTON HLDGS INC COMLW2,903$244,0840.03%
211COTERRA ENERGY INC COMCTRA9,095$242,5640.03%
212FORMFACTOR INC COMFORM3,996$241,8510.03%
2133M CO COMMMM2,347$239,8420.03%
214CLOROX CO DEL COMCLX1,751$238,9590.03%
215ANSYS INC COM03662Q105738$237,2670.03%
216SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNSPH12,485$237,0900.03%
217RPM INTL INC COM7496851032,181$234,8500.03%
218WATSCO INC COMWSO-B507$234,6670.03%
219KENVUE INC COMKVUE12,901$234,5450.03%
220UTILITIES SELECT SECTOR SPDR FUND81369Y8863,442$234,5380.03%
221PNC FINL SVCS GROUP INC COM6934751051,503$233,6860.03%
222AUTOMATIC DATA PROCESSING INC COMADP972$232,0070.03%
223ALCON AG ORD SHSALC2,592$230,8930.03%
224NOVARTIS AG SPONSORED ADRNVSEF2,168$230,8110.03%
225CROWDSTRIKE HLDGS INC CL ACRWD601$230,4570.03%
226META PLATFORMS INC CL AMETA451$227,4030.03%
227XYLEM INC COMXYL1,676$227,3160.03%
228FRONTDOOR INC COMFTDR6,727$227,3050.03%
229NORDSON CORP COMNDSN980$227,1880.03%
230COOPER COS INC COM2166485012,595$226,5490.03%
231BERKLEY W R CORP COMWRB-PH2,862$224,8960.03%
232INSPERITY INC COMNSP2,465$224,8330.03%
233VANGUARD LARGE-CAP ETF922908637896$223,6600.03%
234SCOTTS MIRACLE-GRO CO CL ASMG3,422$222,6190.03%
235FORTIVE CORP COMFTV3,000$222,3000.03%
236HA SUSTAINABLE INFRA CAP INC COM41068X1007,500$222,0000.03%
237COSTCO WHSL CORP NEW COM22160K105256$217,5970.03%
238APPLIED MATLS INC COM038222105917$216,3340.02%
239SONY GROUP CORP SPONSORED ADRSNEJF2,531$215,0080.02%
240GENERAL MLS INC COM3703341043,393$214,6130.02%
241NU HLDGS LTD ORD SHS CL ANU16,591$213,8580.02%
242DOW INC COMDOW4,014$212,9670.02%
243CADENCE DESIGN SYSTEM INC COMCDNS692$212,9630.02%
244ROLLINS INC COMROL4,335$211,5150.02%
245INTERACTIVE BROKERS GROUP INC COM CL A45841N1071,709$209,4980.02%
246OMNICOM GROUP INC COMOMC2,329$208,9110.02%
247L3HARRIS TECHNOLOGIES INC COMLHX926$208,0330.02%
248U HAUL HOLDING COMPANY COM SER NUHAL-B3,466$208,0290.02%
249THOR INDS INC COM8851601012,222$207,6540.02%
250POOL CORP COMPOOL669$205,7560.02%
251VANGUARD SMALL CAP VALUE ETF9229086111,108$202,2320.02%
252CADENCE DESIGN SYSTEM INC COMCDNS648$199,4220.02%
253ENERGY TRANSFER L P COM UT LTD PTNET-PI12,290$199,3440.02%
254AMETEK INC COMAME1,183$197,1810.02%
255JOHNSON CTLS INTL PLC SHSG515021052,947$195,8870.02%
256VERTIV HOLDINGS CO COM CL AVRT2,254$195,0880.02%
257WHITE MTNS INS GROUP LTD COMG9618E107107$194,1690.02%
258ZEBRA TECHNOLOGIES CORPORATION CL AZBRA628$193,8990.02%
259DICKS SPORTING GOODS INC COM253393102900$193,3650.02%
260CSX CORP COMCSX5,724$191,4680.02%
261WINTRUST FINL CORP COM97650W1081,933$190,5210.02%
262DOLLAR GEN CORP NEW COM2566771051,431$189,2210.02%
263ATMOS ENERGY CORP COMATO1,621$189,0900.02%
264CONSTELLATION BRANDS INC CL ASTZ731$188,0720.02%
265CITIGROUP INC COM NEWC-PR2,952$187,3430.02%
266LAM RESEARCH CORP COMLRCX175$186,3490.02%
267HENRY JACK & ASSOC INC COM4262811011,116$185,3590.02%
268TARGET CORP COMTGT1,243$184,0090.02%
269SAIA INC COMSAIA386$183,0660.02%
270DOLBY LABORATORIES INC COM CL ADLB2,293$181,6940.02%
271DISCOVER FINL SVCS COM2547091081,388$181,5640.02%
272MANULIFE FINL CORP COM56501R1066,819$181,5320.02%
273MCKESSON CORP COMMCK311$181,4770.02%
274OSHKOSH CORP COMOSK1,660$179,6120.02%
275PINNACLE WEST CAP CORP COMPNW2,335$178,3470.02%
276VANGUARD TAX-EXEMPT BOND ETF9229077463,546$177,6900.02%
277AIR LEASE CORP CL AAIIR3,692$175,4810.02%
278ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY2,425$174,6190.02%
279PHILLIPS 66 COMPSX1,231$173,7800.02%
280VANGUARD SMALL-CAP ETF922908751790$172,2520.02%
281BJS WHSL CLUB HLDGS INC COM05550J1011,953$171,5560.02%
282ASPEN TECHNOLOGY INC COM29109X106862$171,2020.02%
283NXP SEMICONDUCTORS N V COMNXPI636$171,1410.02%
284LAM RESEARCH CORP COMLRCX159$169,7120.02%
285ZURN ELKAY WATER SOLNS CORP COM98983L1085,742$168,8150.02%
286MAKEMYTRIP LIMITED MAURITIUS SHSMMYT1,968$165,5090.02%
287ALPHABET INC CAP STK CL AGOOG907$165,2100.02%
288AMERICAN WTR WKS CO INC NEW COM0304201031,276$164,7980.02%
289ILLINOIS TOOL WKS INC COM452308109693$164,2130.02%
290MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS60682210415,156$163,6850.02%
291CONSTELLATION ENERGY CORP COMCEG812$162,5810.02%
292OREILLY AUTOMOTIVE INC COM67103H107152$161,0240.02%
293HILLMAN SOLUTIONS CORP COMHLMN18,098$160,1670.02%
294LAUDER ESTEE COS INC CL A5184391041,500$159,6000.02%
295TRANSDIGM GROUP INC COMTDG125$159,2640.02%
296CHOICE HOTELS INTL INC COM1699051061,337$159,0560.02%
297GLADSTONE LD CORP COM37654910111,365$155,5870.02%
298EURONET WORLDWIDE INC COMEEFT1,500$155,2940.02%
299DUPONT DE NEMOURS INC COMDD1,921$154,5840.02%
300XCEL ENERGY INC COMXELLL2,867$153,1260.02%
301BRIGHT HORIZONS FAM SOL IN DEL COM1091941001,391$153,1210.02%
302TRANE TECHNOLOGIES PLC SHSTT464$152,5100.02%
303FIRST HAWAIIAN INC COMFHB7,319$151,9420.02%
304ISHARES SELECT DIVIDEND ETF4642871681,255$151,8300.02%
305LINDE PLC SHSLIN345$151,5860.02%
306ALLEGION PLC ORD SHSALLE1,282$151,4340.02%
307AMPHENOL CORP NEW CL A0320951012,243$151,0970.02%
308KIMBERLY-CLARK CORP COMKMB1,092$150,9390.02%
309SPROUTS FMRS MKT INC COM85208M1021,795$150,1760.02%
310ON SEMICONDUCTOR CORP COMON2,180$149,4390.02%
311ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,250$148,4750.02%
312MARCUS & MILLICHAP INC COMMMI4,706$148,3330.02%
313MONOLITHIC PWR SYS INC COM609839105180$147,9020.02%
314STARBUCKS CORP COMSBUX1,892$147,3260.02%
315DELTA AIR LINES INC DEL COM NEWDAL3,104$147,2540.02%
316FIRST AMERN FINL CORP COM31847R1022,686$144,9100.02%
317HDFC BANK LTD SPONSORED ADSHDB2,243$144,2920.02%
318CHEMED CORP NEW COMCHE262$142,0180.02%
319CHIPOTLE MEXICAN GRILL INC COMCMG2,258$141,4750.02%
320VANGUARD MID-CAP GROWTH ETF922908538615$141,1790.02%
321DOLLAR TREE INC COMDLTR1,321$141,0430.02%
322EXPONENT INC COMEXPO1,476$140,4410.02%
323XTRACKERS MSCI EAFE HEDGED EQUITY ETF2330512003,375$139,8600.02%
324CITIZENS FINL GROUP INC COMCIA3,860$139,0760.02%
325EQUITY LIFESTYLE PPTYS INC COM29472R1082,132$138,8270.02%
326SCHWAB CHARLES CORP COMSCHW-PJ1,882$138,6850.02%
327AVANTIS U.S. EQUITY ETF0250728851,529$137,9010.02%
328BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A338$137,4980.02%
329AMERICAN EXPRESS CO COMAXP592$137,1520.02%
330FEDEX CORP COMFDX455$136,5420.02%
331TEXAS INSTRS INC COM882508104701$136,3660.02%
332ASGN INC COMASGN1,537$135,5270.02%
333GALLAGHER ARTHUR J & CO COM363576109520$134,8410.02%
334ISHARES S&P MID-CAP 400 VALUE ETF4642877051,180$133,8830.02%
335D R HORTON INC COM23331A109936$131,9670.02%
336CITIGROUP INC COM NEWC-PR2,067$131,1720.02%
337MODINE MFG CO COM6078281001,304$130,6520.02%
338INTERCONTINENTAL EXCHANGE INC COM45866F104942$128,9500.01%
339CATERPILLAR INC COMCAT387$128,9100.01%
340AVANGRID INC COM05351W1033,626$128,8320.01%
341ALEXANDER & BALDWIN INC NEW COM0144911047,573$128,4380.01%
342EXXON MOBIL CORP COMXOM1,115$128,3590.01%
343CULLEN FROST BANKERS INC COMCFR-PB1,258$127,8510.01%
344ENCOMPASS HEALTH CORP COMEHC1,481$127,0920.01%
345CINTAS CORP COMCTAS178$124,6460.01%
346SPDR S&P MIDCAP 400 ETF TRUSTMDY232$124,1390.01%
347HOWMET AEROSPACE INC COMHWM1,592$123,5660.01%
348GRAND CANYON ED INC COMLOPE882$123,3550.01%
349EOG RES INC COMEOG976$122,8490.01%
350THERMO FISHER SCIENTIFIC INC COMTMO222$122,7870.01%
351ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,260$122,5600.01%
352ISHARES MORNINGSTAR VALUE ETF4642881091,600$122,1160.01%
353ZOETIS INC CL AZTS703$121,8720.01%
354MARRIOTT INTL INC NEW CL A571903202499$120,6430.01%
355SITEONE LANDSCAPE SUPPLY INC COMSITE987$119,8240.01%
356T-MOBILE US INC COMTMUSZ673$118,5690.01%
357ISHARES RUSSELL MIDCAP ETF4642874991,460$118,3770.01%
358WABTEC COM929740108748$118,2210.01%
359CENCORA INC COMCOR524$118,0570.01%
360UNION PAC CORP COMUNP518$117,2030.01%
361BOEING CO COMBA-PA643$117,1020.01%
362ADAPTHEALTH CORP COMMON STOCKAHCO11,618$116,1800.01%
363YUM BRANDS INC COMYUM877$116,1670.01%
364SKECHERS U S A INC CL A8305661051,673$115,6380.01%
365ISHARES RUSSELL 2000 VALUE ETF464287630758$115,4430.01%
366ONTO INNOVATION INC COMONTO525$115,2690.01%
367LENNAR CORP CL ALEN-B763$114,3510.01%
368MOODYS CORP COMMCO269$113,1830.01%
369ONEOK INC NEW COMOKE1,383$112,7840.01%
370ROPER TECHNOLOGIES INC COMROP200$112,7320.01%
371PPL CORP COMPPLC4,054$112,0930.01%
372AIRBNB INC COM CL AABNB735$111,5190.01%
373PAR TECHNOLOGY CORP COMPAR2,356$110,9320.01%
374GMS INC COM36251C1031,374$110,7800.01%
375GENERAL MTRS CO COM37045V1002,384$110,7610.01%
376INTERNATIONAL BANCSHARES CORP COMINTR1,927$110,2600.01%
377NUCOR CORP COMNUE695$109,8470.01%
378BRISTOL-MYERS SQUIBB CO COMCELG-RI2,642$109,7130.01%
379TRUIST FINL CORP COM89832Q1092,784$108,1580.01%
380HILLENBRAND INC COM4315711082,679$107,2140.01%
381AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728021,650$107,1680.01%
382ISHARES U.S. FINANCIALS ETF4642877881,132$107,0530.01%
383DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V7163,041$106,0090.01%
384WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDWT2,085$105,7510.01%
385SPDR PORTFOLIO EMERGING MARKETS ETF78463X5092,799$105,4380.01%
386INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704859$104,6860.01%
387CME GROUP INC COMCME525$103,1730.01%
388PACER US CASH COWS 100 ETF69374H8811,874$102,1140.01%
389SPOTIFY TECHNOLOGY S A SHSSPOT324$101,5330.01%
390ISHARES RUSSELL 2000 ETF464287655500$101,4450.01%
391HUBSPOT INC COMHUBS172$101,2860.01%
392NU HLDGS LTD ORD SHS CL ANU7,649$98,5960.01%
393WALKER & DUNLOP INC COMWD999$98,1020.01%
394GCM GROSVENOR INC COM CL AGCMG10,000$97,6000.01%
395AMERICAN TOWER CORP NEW COM03027X100502$97,5790.01%
396RYMAN HOSPITALITY PPTYS INC COM78377T107976$97,4870.01%
397FINANCIAL SELECT SECTOR SPDR FUND81369Y6052,364$97,1840.01%
398VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,605$96,7740.01%
399KKR & CO INC COMKKRT919$96,6760.01%
400ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V1001,960$96,5300.01%
401AUTOZONE INC COMAZO32$96,0660.01%
402WATTS WATER TECHNOLOGIES INC CL AWTS521$95,5360.01%
403UNITED PARCEL SERVICE INC CL BUPS694$94,9990.01%
404ELI LILLY & CO COMLLY104$94,1600.01%
405MAXIMUS INC COMMMS1,097$93,9870.01%
406CARTERS INC COMCRI1,513$93,7390.01%
407ISHARES U.S. HEALTHCARE ETF4642877621,525$93,4370.01%
408GRAINGER W W INC COM384802104101$91,4250.01%
409COMMERCE BANCSHARES INC COMCBSH1,638$91,3680.01%
410ADOBE INC COMADBE164$91,1090.01%
411OREILLY AUTOMOTIVE INC COM67103H10785$89,7650.01%
412GENTEX CORP COMGNTX2,647$89,2300.01%
413ELEMENT SOLUTIONS INC COMESI3,285$89,0890.01%
414TERADYNE INC COMTER600$88,9740.01%
415PAYPAL HLDGS INC COMPYPL1,532$88,9020.01%
416CELSIUS HLDGS INC COM NEWCELH1,550$88,4870.01%
417ISHARES MSCI EMERGING MARKETS ETF4642872342,070$88,1610.01%
418ECOLAB INC COMECL369$87,8220.01%
419DESPEGAR COM CORP ORD SHSG273581036,586$87,1330.01%
420CRANE COMPANY COMMON STOCKCR600$86,9880.01%
421VANGUARD CORE BOND ETF9220207481,144$86,9780.01%
422JPMORGAN CHASE & CO. COMVYLD430$86,9720.01%
423WILLIAMS COS INC COM9694571002,031$86,3180.01%
424ORACLE CORP COMORCL-PD609$85,9910.01%
425GE VERNOVA INC COMGEV501$85,8540.01%
426TARO PHARMACEUTICAL INDS LTD SHSM8737E1082,000$85,7780.01%
427DANAHER CORPORATION COM235851102342$85,4490.01%
428CAMPBELL SOUP CO COMCPB1,865$84,2790.01%
429DOORDASH INC CL ADASH764$83,1390.01%
430ISHARES FLOATING RATE BOND ETF46429B6551,615$82,5100.01%
431SCHLUMBERGER LTD COM STKSLB1,745$82,3100.01%
432ALPHABET INC CAP STK CL CGOOG448$82,1720.01%
433FISERV INC COMFISV548$81,6740.01%
434ISHARES 0-3 MONTH TREASURY BOND ETF46436E718808$81,3740.01%
435MARRIOTT INTL INC NEW CL A571903202335$80,9810.01%
436WALGREENS BOOTS ALLIANCE INC COM9314271086,666$80,6250.01%
437SHOPIFY INC CL ASHOP1,201$79,3410.01%
438WHIRLPOOL CORP COMWHR-PA771$78,7860.01%
439CARDINAL HEALTH INC COMCAH800$78,6560.01%
440GXO LOGISTICS INCORPORATED COMMON STOCKGXO1,555$78,5280.01%
441HOME DEPOT INC COMHD228$78,4870.01%
442GSK PLC SPONSORED ADRGLAXF2,038$78,4650.01%
443ISHARES CORE HIGH DIVIDEND ETF46429B663720$78,2640.01%
444VANECK SEMICONDUCTOR ETF92189F676300$78,2100.01%
445STRYKER CORPORATION COMSYK230$78,1640.01%
446INVESCO S&P 500 EQUAL WEIGHT ETFIVZ475$78,0330.01%
447INTERNATIONAL FLAVORS&FRAGRANC COM459506101806$76,7390.01%
448ISHARES MSCI EAFE VALUE ETF4642888771,429$75,7940.01%
449MEDPACE HLDGS INC COMMEDP184$75,7800.01%
450IQVIA HLDGS INC COMIQV358$75,6960.01%
451VISA INC COM CL AV287$75,3290.01%
452WISDOMTREE U.S. HIGH DIVIDEND FUNDWT885$74,8620.01%
453TE CONNECTIVITY LTD SHSTEL497$74,7640.01%
454WELLS FARGO CO NEW COM9497461011,245$73,9410.01%
455VANGUARD EXTENDED MARKET ETF922908652437$73,7610.01%
456INVESCO WATER RESOURCES ETFIVZ1,133$73,5430.01%
457CONSOLIDATED EDISON INC COMED822$73,4880.01%
458CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407400$72,9600.01%
459QUANTA SVCS INC COM74762E102287$72,7980.01%
460ISHARES MSCI EAFE ETF464287465929$72,7690.01%
461SOUTHERN CO COMSOMN935$72,5280.01%
462WEST PHARMACEUTICAL SVSC INC COM955306105218$71,8070.01%
463WILLIS TOWERS WATSON PLC LTD SHSWTW274$71,7110.01%
464STATE STR CORP COMSTT-PG965$71,4100.01%
465UNIVERSAL HLTH SVCS INC CL B913903100386$71,3830.01%
466DEVON ENERGY CORP NEW COM25179M1031,503$71,2420.01%
467HCA HEALTHCARE INC COMHCA218$70,0390.01%
468CENTENE CORP DEL COMCNC1,041$69,0330.01%
469NNN REIT INC COMNNN1,613$68,7140.01%
470AVANTIS INTERNATIONAL EQUITY ETF0250727031,098$68,3610.01%
471BANK NEW YORK MELLON CORP COM0640581001,136$68,0350.01%
472UNILEVER PLC SPON ADR NEWUNLYF1,237$68,0330.01%
473DEERE & CO COMDE182$68,0010.01%
474PRUDENTIAL FINL INC COMPUKPF577$67,6190.01%
475PROLOGIS INC. COMPLDGP590$66,2630.01%
476CHARTER COMMUNICATIONS INC NEW CL A16119P108220$65,7710.01%
477WARNER BROS DISCOVERY INC COM SER AWBD8,821$65,6280.01%
478KROGER CO COMKR1,314$65,6080.01%
479ALLY FINL INC COM02005N1001,638$64,9790.01%
480NORFOLK SOUTHN CORP COM655844108300$64,4070.01%
481DUKE ENERGY CORP NEW COM NEWDUKB635$63,6460.01%
482MASTERCARD INCORPORATED CL AMA144$63,5270.01%
483DIAMONDBACK ENERGY INC COMFANG313$62,6590.01%
484IQVIA HLDGS INC COMIQV296$62,5860.01%
485NEWMONT CORP COMNEMCL1,486$62,2190.01%
486INGREDION INC COMINGR537$61,5940.01%
487TRINET GROUP INC COMTNET606$60,6030.01%
488EDWARDS LIFESCIENCES CORP COMEW649$59,9210.01%
489SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF78464A4741,954$58,0340.01%
490APA CORPORATION COMAPA1,964$57,8200.01%
491ISHARES CORE S&P 500 ETF464287200105$57,4590.01%
492ZIMMER BIOMET HOLDINGS INC COMZBH515$55,8930.01%
493SCHWAB US DIVIDEND EQUITY ETF808524797715$55,6130.01%
494WASTE MGMT INC DEL COM94106L109257$54,8280.01%
495HARTFORD FINL SVCS GROUP INC COMHIG-PG540$54,2920.01%
496PACCAR INC COMPCAR523$53,8380.01%
497KLA CORP COM NEWKLAC65$53,5930.01%
498OCCIDENTAL PETE CORP COM674599105807$50,8650.01%
499JONES LANG LASALLE INC COMJLL247$50,7040.01%
500LYONDELLBASELL INDUSTRIES N V SHS - A -LYB530$50,7000.01%