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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 Q3 2024 · Filed November 15, 2024 · Accession 0002023325-24-000004

Total Value
$1.03B
Positions
1,371
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ARES MANAGEMENT CORPORATION CL A COM STKARES-PB2,599,176$439.3M43.14%
2DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7082,472,250$88.1M8.65%
3WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT338,645$27.2M2.67%
4ASSURED GUARANTY LTD COMAGO292,964$26.8M2.63%
5DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203849,950$25.3M2.48%
6DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880996,138$25.1M2.47%
7WISDOMTREE INTERNATIONAL EQUITY FUNDWT390,651$21.0M2.06%
8APPLE INC COMAAPL74,267$16.9M1.66%
9AMAZON COM INC COMAMZN87,125$14.0M1.38%
10VANGUARD REAL ESTATE ETF922908553139,052$13.0M1.28%
11WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT202,516$12.9M1.26%
12DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781478,275$12.8M1.26%
13MICROSOFT CORP COMMSFT53,759$11.7M1.15%
14NVIDIA CORPORATION COMNVDA63,070$9.3M0.91%
15RTX CORPORATION COMRTX77,504$9.2M0.91%
16DIMENSIONAL US LARGE CAP VALUE ETF25434V666197,600$6.3M0.62%
17SPDR S&P 500 ETF TRUSTSPY10,203$6.1M0.59%
18NUCOR CORP COMNUE33,781$4.9M0.49%
19EXXON MOBIL CORP COMXOM38,655$4.7M0.46%
20CARRIER GLOBAL CORPORATION COMCARR58,497$4.4M0.43%
21JPMORGAN CHASE & CO. COMVYLD39,660$4.1M0.40%
22ACCENTURE PLC IRELAND SHS CLASS AACN10,876$3.9M0.39%
23DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658142,958$3.9M0.38%
24META PLATFORMS INC CL AMETA33,158$3.8M0.37%
25VANGUARD S&P 500 ETF9229083636,465$3.5M0.35%
26BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,224$3.4M0.33%
27BROADCOM INC COMAVGO19,148$3.3M0.32%
28COCA COLA CO COMKO52,004$3.3M0.32%
29M & T BK CORP COM55261F10414,772$3.2M0.31%
30OTIS WORLDWIDE CORP COMOTIS29,158$2.9M0.29%
31VANGUARD TOTAL STOCK MARKET ETF9229087699,788$2.9M0.28%
32ALPHABET INC CAP STK CL CGOOG15,306$2.7M0.27%
33DIMENSIONAL U.S. EQUITY MARKET ETF25434V40140,655$2.6M0.26%
34HOME DEPOT INC COMHD26,546$2.6M0.25%
35ELI LILLY & CO COMLLY3,202$2.5M0.25%
36ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF46428860448,567$2.5M0.25%
37ALPHABET INC CAP STK CL AGOOG52,320$2.4M0.24%
38ABBVIE INC COMABBV13,975$2.4M0.23%
39ISHARES MORNINGSTAR MID-CAP GROWTH ETF46428830729,730$2.3M0.23%
40WALMART INC COMWMT26,495$2.2M0.22%
41DIMENSIONAL US CORE EQUITY MARKET ETF25434V10453,748$2.2M0.22%
42MCDONALDS CORP COMMCD7,347$2.2M0.22%
43CHEVRON CORP NEW COMCVX13,336$2.2M0.21%
44PROCTER AND GAMBLE CO COM74271810911,933$2.0M0.20%
45HONEYWELL INTL INC COM4385161068,612$2.0M0.20%
46LOCKHEED MARTIN CORP COMLMT3,679$2.0M0.19%
47VANGUARD DIVIDEND APPRECIATION ETF9219088449,722$1.9M0.19%
48VANGUARD FTSE ALL-WORLD EX-US INDEX FUND92204277532,440$1.9M0.19%
49JOHNSON & JOHNSON COMJNJ12,413$1.9M0.19%
50GOLUB CAP BDC INC COM38173M102117,005$1.8M0.18%
51ISHARES MORNINGSTAR MID-CAP VALUE ETF46428840622,656$1.8M0.17%
52THE CIGNA GROUP COM1255231005,244$1.7M0.17%
53BANK AMERICA CORP COM06050510436,653$1.7M0.17%
54SS&C TECHNOLOGIES HLDGS INC COMSSNC22,580$1.7M0.16%
55TRAVELERS COMPANIES INC COMTRV6,364$1.6M0.16%
56VISA INC COM CL AV30,636$1.6M0.16%
57PEPSICO INC COMPEP9,457$1.6M0.15%
58ISHARES RUSSELL 1000 VALUE ETF4642875987,647$1.5M0.15%
59BLACKSTONE INC COMBX7,578$1.4M0.13%
60WEBSTER FINL CORP COM94789010922,962$1.4M0.13%
61NOVO-NORDISK A S ADRNONOF12,884$1.4M0.13%
62VANGUARD GROWTH ETF9229087363,319$1.3M0.13%
63ENTERPRISE PRODS PARTNERS L P COM29379210743,728$1.3M0.13%
64CATERPILLAR INC COMCAT3,464$1.3M0.13%
65PARAMETRIC EQUITY PREMIUM INCOME ETFMS-PQ48,100$1.3M0.13%
66TORONTO DOMINION BK ONT COM NEWTORO22,991$1.3M0.13%
67JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20323,000$1.3M0.13%
68JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33221,705$1.3M0.13%
69MERCK & CO INC COMMRK12,947$1.3M0.13%
70PACER GLOBAL CASH COWS DIVIDEND ETF69374H70936,582$1.3M0.12%
71ISHARES MORNINGSTAR SMALL CAP VALUE ETF46428870318,201$1.2M0.12%
72GENERAL DYNAMICS CORP COMGD4,071$1.2M0.12%
73CISCO SYS INC COMCSCO20,514$1.2M0.12%
74PROLOGIS INC. COMPLDGP10,124$1.2M0.11%
75MASTERCARD INCORPORATED CL AMA2,204$1.1M0.11%
76SERVICENOW INC COMNOW1,094$1.1M0.11%
77ADOBE INC COMADBE2,142$1.1M0.11%
78DIMENSIONAL US CORE EQUITY 1 ETF25434V62517,208$1.1M0.11%
79UNITEDHEALTH GROUP INC COMUNH18,489$1.1M0.11%
80WP CAREY INC COM92936U10919,514$1.1M0.11%
81NETFLIX INC COMNFLX1,255$1.1M0.10%
82DANAHER CORPORATION COM2358511024,203$1.0M0.10%
83REALTY INCOME CORP COMO17,555$984,3090.10%
84EATON CORP PLC SHSETN2,715$982,4610.10%
85CVS HEALTH CORP COMCVS17,799$980,5740.10%
86DIMENSIONAL US MARKETWIDE VALUE ETF25434V72422,382$968,2450.10%
87MERCADOLIBRE INC COMMELI515$965,6560.09%
88ORACLE CORP COMORCL-PD5,150$963,2350.09%
89ISHARES RUSSELL 1000 GROWTH ETF4642876142,416$956,0750.09%
90DIMENSIONAL INTERNATIONAL VALUE ETF25434V80725,332$915,7700.09%
91MEDTRONIC PLC SHSMDT10,615$912,8900.09%
92CORNING INC COMGLW18,906$889,5270.09%
93GOLDMAN SACHS GROUP INC COMGSCE1,501$883,6050.09%
94DEERE & CO COMDE2,234$881,6260.09%
95PHILIP MORRIS INTL INC COM7181721096,864$880,0050.09%
96ASML HOLDING N V N Y REGISTRY SHSASMLF1,267$877,7790.09%
97INTERNATIONAL BUSINESS MACHS COMINTR4,189$875,4070.09%
98VERIZON COMMUNICATIONS INC COMVZ21,403$874,7470.09%
99PNC FINL SVCS GROUP INC COM6934751054,202$873,9350.09%
100FINANCIAL SELECT SECTOR SPDR FUND81369Y60517,459$866,6650.09%
101ISHARES RUSSELL 2000 ETF4642876553,614$838,1190.08%
102ALLSTATE CORP COMALL-PJ17,183$830,8970.08%
103TEXAS INSTRS INC COM8825081043,979$819,6740.08%
104MICROSOFT CORP COMMSFT1,916$817,9210.08%
105CHUBB LIMITED COMCB2,742$786,7620.08%
106INVESCO QQQ TRUST SERIES IIVZ1,529$777,7870.08%
107ANALOG DEVICES INC COMADI3,621$768,4630.08%
108GENERAL MTRS CO COM37045V10013,283$765,3660.08%
109AIR PRODS & CHEMS INC COMAIIR2,395$756,5330.07%
110NVIDIA CORPORATION COMNVDA5,140$754,3460.07%
111VANGUARD COMMUNICATION SERVICES ETF92204A8844,800$738,8160.07%
112FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUNDFLEX18,797$727,4520.07%
113KEYCORP COM49326710837,429$716,3910.07%
114FAIR ISAAC CORP COMFICO306$711,3590.07%
115TPI COMPOSITES INC COMTPICQ296,663$706,0580.07%
116INTUITIVE SURGICAL INC COM NEWISRG1,305$702,0350.07%
117AMGEN INC COMAMGN2,350$695,3590.07%
118ISHARES MSCI ACWI ETF4642882575,801$694,7260.07%
119AMAZON COM INC COMAMZN3,226$682,2340.07%
120EMERSON ELEC CO COMEMR5,277$680,7330.07%
121AT&T INC COMT-PC30,486$678,3140.07%
122ISHARES U.S. MEDICAL DEVICES ETF46428881011,391$677,0810.07%
123ISHARES EMERGING MARKETS DIVIDEND ETF46428631925,000$675,2500.07%
124ELEVANCE HEALTH INC COMELV1,652$672,2320.07%
125WELLTOWER INC COMWELL4,935$663,3630.07%
126VANGUARD SHORT-TERM TREASURY ETF92206C10211,365$660,8750.06%
127VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976810,863$657,9640.06%
128ISHARES MORNINGSTAR GROWTH ETF4642871197,230$646,5070.06%
129PARKER-HANNIFIN CORP COMPH886$618,1530.06%
130LOWES COS INC COM5486611072,273$614,5600.06%
131BLACKROCK INC COMBLK585$612,3730.06%
132INTEL CORP COMINTC24,088$602,9110.06%
133PALO ALTO NETWORKS INC COMPANW1,518$598,6010.06%
134SPDR S&P MIDCAP 400 ETF TRUSTMDY979$580,1260.06%
135SALESFORCE INC COMCRM24,968$579,1460.06%
136ROCKWELL AUTOMATION INC COMROK2,020$578,5870.06%
137FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X10215,000$574,5000.06%
138INVESCO NASDAQ NEXT GEN 100 ETFIVZ562,679$562,6790.06%
139KRAFT HEINZ CO COMKHC17,678$561,9840.06%
140SPDR GOLD SHARESGLD2,315$548,6780.05%
141APPLE INC COMAAPL2,371$541,1100.05%
142UNION PAC CORP COMUNP2,265$533,5890.05%
143SPDR S&P DIVIDEND ETF78464A7633,743$523,6460.05%
144MONDELEZ INTL INC CL A6092071057,916$518,9730.05%
145ARISTA NETWORKS INC COMANET1,336$515,4700.05%
146BOSTON SCIENTIFIC CORP COMBSX5,704$499,6130.05%
147NEXTERA ENERGY INC COMNEE-PW6,635$499,4830.05%
148ISHARES U.S. FINANCIALS ETF4642877884,343$498,6630.05%
149COLGATE PALMOLIVE CO COMCL5,437$497,1990.05%
150NOVARTIS AG SPONSORED ADRNVSEF4,734$489,5010.05%
151WELLS FARGO CO NEW COM9497461016,716$488,9340.05%
152CORTEVA INC COMCTVA8,510$488,5510.05%
153DIAGEO PLC SPON ADR NEWDGEAF4,041$484,3140.05%
154SHERWIN WILLIAMS CO COMSHW1,229$477,4170.05%
155DIMENSIONAL U.S. SMALL CAP ETF25434V5006,976$474,9260.05%
156WISDOMTREE US VALUE FUND OF BENEF INTERESTWT5,434$467,6500.05%
157NIKE INC CL BNKE6,158$466,0370.05%
158FIRST CTZNS BANCSHARES INC N C CL A31946M103213$458,6860.05%
159CITIGROUP INC COM NEWC-PR6,678$455,1160.04%
160KENVUE INC COMKVUE19,232$454,0760.04%
161VANGUARD VALUE ETF9229087442,567$453,7270.04%
162CAPITAL ONE FINL CORP COM14040H1052,460$450,2550.04%
163XYLEM INC COMXYL3,676$447,1120.04%
1643M CO COMMMM3,377$446,8960.04%
165COSTCO WHSL CORP NEW COM22160K105483$446,1130.04%
166KELLANOVA COMBEKE5,475$442,6540.04%
167COMCAST CORP NEW CL ACCZ9,930$431,7420.04%
168LINDE PLC SHSLIN945$428,7520.04%
169ALTRIA GROUP INC COMMO7,698$426,4110.04%
170MARTIN MARIETTA MATLS INC COM573284106724$425,5640.04%
171INTERNATIONAL PAPER CO COM4601461037,234$411,8320.04%
172TESLA INC COMTSLA1,321$411,0760.04%
173VANGUARD TOTAL BOND MARKET ETF9219378355,662$410,2530.04%
174ENBRIDGE INC COMENNPF9,441$407,3060.04%
175VERTEX PHARMACEUTICALS INC COMVRTX835$404,1040.04%
176US BANCORP DEL COM NEWUSB-PS8,020$403,4860.04%
177FERRARI N V COMRACE912$402,0920.04%
178AMERIPRISE FINL INC COM03076C106713$400,3780.04%
179DOMINION ENERGY INC COMD7,113$399,6560.04%
180DISNEY WALT CO COM2546871063,654$398,7300.04%
181TJX COS INC NEW COM87254010926,846$396,8940.04%
182SIMON PPTY GROUP INC NEW COM8288061092,223$396,3830.04%
183ECOLAB INC COMECL1,599$395,9280.04%
184AVANTIS U.S. LARGE CAP VALUE ETF0250723495,687$393,5400.04%
185NORTHROP GRUMMAN CORP COMNOC775$387,7640.04%
186VANGUARD CONSUMER DISCRETIONARY ETF92204A1081,068$387,6200.04%
187BROADCOM INC COMAVGO2,240$381,6510.04%
188LENNAR CORP CL ALEN-B2,210$375,2580.04%
189DISTILLATE US FUNDAMENTAL STABILITY & VALUE ETF26922A3216,496$371,8310.04%
190THE TRADE DESK INC COM CL A88339J1052,933$369,2320.04%
191JOHNSON CTLS INTL PLC SHSG515021054,327$368,4010.04%
192TELEDYNE TECHNOLOGIES INC COMTDY771$367,3900.04%
193L3HARRIS TECHNOLOGIES INC COMLHX18,195$365,5330.04%
194ABBOTT LABS COMABLZF3,144$361,6890.04%
195ISHARES CORE S&P US VALUE ETF4642876633,703$359,4870.04%
196PUBLIC SVC ENTERPRISE GRP INC COM7445731063,951$343,7370.03%
197FRONTDOOR INC COMFTDR6,161$342,3050.03%
198AMERICAN INTL GROUP INC COM NEW0268747844,493$340,3450.03%
199LPL FINL HLDGS INC COM50212V1001,081$339,9760.03%
200DIMENSIONAL US HIGH PROFITABILITY ETF25434V8319,752$339,1660.03%
201VANGUARD INFORMATION TECHNOLOGY ETF92204A702545$336,7990.03%
202RPM INTL INC COM7496851032,452$333,4470.03%
203LENNOX INTL INC COM526107107538$332,4670.03%
204BOOKING HOLDINGS INC COMBKNG66$329,2880.03%
205WASTE MGMT INC DEL COM94106L1091,485$329,2540.03%
206INTUIT COMINTU463$324,7670.03%
207GE AEROSPACE COM NEW3696043011,804$321,8390.03%
208CONOCOPHILLIPS COMCOP2,816$317,9700.03%
209CHIPOTLE MEXICAN GRILL INC COMCMG5,245$314,2350.03%
210TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391001,666$313,9930.03%
211OMNICOM GROUP INC COMOMC2,903$304,9550.03%
212ISHARES RUSSELL MID-CAP GROWTH ETF4642874812,350$303,4090.03%
213EASTMAN CHEM CO COMEMN3,000$302,2500.03%
214ALCON AG ORD SHSALC3,531$300,6960.03%
215AUTOMATIC DATA PROCESSING INC COMADP972$293,5340.03%
216INTERACTIVE BROKERS GROUP INC COM CL A45841N1071,646$292,9090.03%
217VANGUARD MATERIALS ETF92204A8011,417$291,1280.03%
218CLOROX CO DEL COMCLX1,751$290,2280.03%
219ARCHER DANIELS MIDLAND CO COMADM5,428$285,0240.03%
220SPOTIFY TECHNOLOGY S A SHSSPOT597$284,8470.03%
221QUALCOMM INC COMQCOM1,733$284,1330.03%
222HOWMET AEROSPACE INC COMHWM2,505$283,6720.03%
223FORTIVE CORP COMFTV3,750$283,5380.03%
224VANGUARD MEGA CAP VALUE ETF9219108402,152$279,9540.03%
225GE VERNOVA INC COMGEV832$271,2950.03%
226VANGUARD SMALL CAP VALUE ETF9229086111,290$268,9650.03%
227NU HLDGS LTD ORD SHS CL ANU17,334$263,3030.03%
228EQUIFAX INC COMEFX993$260,2790.03%
229ATMOS ENERGY CORP COMATO1,767$255,0490.03%
230ANSYS INC COM03662Q105738$251,1270.02%
231COOPER COS INC COM2166485012,501$249,7500.02%
232WATSCO INC COMWSO-B472$248,1730.02%
233DISCOVER FINL SVCS COM2547091081,411$245,2740.02%
234BRISTOL-MYERS SQUIBB CO COMCELG-RI4,190$245,1020.02%
235VANGUARD LARGE-CAP ETF922908637896$244,5270.02%
236PFIZER INC COMPFE9,338$242,9810.02%
237NORDSON CORP COMNDSN946$242,6310.02%
238ISHARES U.S. REGIONAL BANKS ETF4642887784,450$242,3030.02%
239WINTRUST FINL CORP COM97650W1081,848$242,0030.02%
240THOR INDS INC COM8851601012,208$241,6310.02%
241BERKLEY W R CORP COMWRB-PH4,016$239,5540.02%
242RIO TINTO PLC SPONSORED ADRRTNTF3,951$238,7590.02%
243ZEBRA TECHNOLOGIES CORPORATION CL AZBRA605$238,7320.02%
244BENTLEY SYS INC COM CL BBSY4,919$236,5550.02%
245COSTCO WHSL CORP NEW COM22160K105256$236,5160.02%
246SONY GROUP CORP SPONSORED ADRSNEJF12,655$233,9910.02%
247PAYPAL HLDGS INC COMPYPL2,725$233,7830.02%
248ISHARES SEMICONDUCTOR ETF4642875231,068$233,0800.02%
249GENERAL MLS INC COM3703341043,593$232,4740.02%
250LANTHEUS HLDGS INC COMLNTH2,867$231,7680.02%
251TRUIST FINL CORP COM89832Q1095,006$231,5280.02%
252MARVELL TECHNOLOGY INC COMMRVL2,540$230,3780.02%
253U HAUL HOLDING COMPANY COM SER NUHAL-B3,609$225,5990.02%
254CADENCE DESIGN SYSTEM INC COMCDNS738$223,6440.02%
255POOL CORP COMPOOL625$223,4510.02%
256PHILLIPS 66 COMPSX1,686$218,7750.02%
257ASTRAZENECA PLC SPONSORED ADRAZN3,351$217,9490.02%
258META PLATFORMS INC CL AMETA373$215,2810.02%
259ZURN ELKAY WATER SOLNS CORP COM98983L1085,530$215,1170.02%
260UBER TECHNOLOGIES INC COMUBER3,000$214,3200.02%
261THERMO FISHER SCIENTIFIC INC COMTMO402$214,2400.02%
262SUBURBAN PROPANE PARTNERS L P UNIT LTD PARTNSPH12,485$213,3690.02%
263WHITE MTNS INS GROUP LTD COMG9618E107111$212,8850.02%
264COTERRA ENERGY INC COMCTRA8,349$212,3150.02%
265PINNACLE WEST CAP CORP COMPNW2,335$212,1580.02%
266NORTHERN TR CORP COMNTRSO2,000$211,9200.02%
267ENERGY TRANSFER L P COM UT LTD PTNET-PI12,290$210,7740.02%
268SYNOPSYS INC COMSNPS384$210,3330.02%
269ROLLINS INC COMROL4,181$209,5200.02%
270MANULIFE FINL CORP COM56501R1066,371$209,4270.02%
271XCEL ENERGY INC COMXELLL3,037$209,2800.02%
272HILLMAN SOLUTIONS CORP COMHLMN18,849$207,3390.02%
273FIRST HAWAIIAN INC COMFHB7,590$206,7520.02%
274HA SUSTAINABLE INFRA CAP INC COM41068X1007,500$206,5500.02%
275ASPEN TECHNOLOGY INC COM29109X106831$205,2540.02%
276ACI WORLDWIDE INC COMACIW3,721$204,6550.02%
277CSX CORP COMCSX5,724$203,9460.02%
278MAKEMYTRIP LIMITED MAURITIUS SHSMMYT1,968$202,7630.02%
279MARCUS & MILLICHAP INC COMMMI4,892$201,5500.02%
280SAIA INC COMSAIA371$201,4520.02%
281DELTA AIR LINES INC DEL COM NEWDAL3,104$201,2940.02%
282OREILLY AUTOMOTIVE INC COM67103H107163$200,1600.02%
283VANGUARD SMALL-CAP ETF922908751790$196,8130.02%
284ADVANCED MICRO DEVICES INC COMAMD23,644$195,9440.02%
285CHOICE HOTELS INTL INC COM1699051061,356$195,5000.02%
286FEDEX CORP COMFDX664$194,2190.02%
287ISHARES CYBERSECURITY & TECH ETF46435U1353,900$194,1030.02%
288INTERCONTINENTAL EXCHANGE INC COM45866F10424,705$189,8150.02%
289CADENCE DESIGN SYSTEM INC COMCDNS625$189,4000.02%
290UTILITIES SELECT SECTOR SPDR FUND81369Y8862,424$189,2660.02%
291ILLINOIS TOOL WKS INC COM452308109701$189,1790.02%
292AIR LEASE CORP CL AAIIR3,849$188,6010.02%
293VANGUARD TAX-EXEMPT BOND ETF9229077463,741$188,4720.02%
294GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF37954Y6324,910$188,3970.02%
295CHARLES RIV LABS INTL INC COM159864107949$186,7730.02%
296AMERICAN WTR WKS CO INC NEW COM0304201031,411$186,2700.02%
297HENRY JACK & ASSOC INC COM4262811011,076$185,6240.02%
298MICROCHIP TECHNOLOGY INC. COMMCHPP2,829$185,6150.02%
299MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS60682210415,156$182,9330.02%
300ENERGY SELECT SECTOR SPDR FUND81369Y5061,924$182,5300.02%
301ROBO GLOBAL ARTIFICIAL INTELLIGENCE ETF3015057313,735$181,1480.02%
302INVESCO AI AND NEXT GEN SOFTWARE ETFIVZ3,855$180,6070.02%
303DOW INC COMDOW4,014$179,0050.02%
304PAR TECHNOLOGY CORP COMPAR2,451$178,9230.02%
305DICKS SPORTING GOODS INC COM253393102900$178,8480.02%
306CULLEN FROST BANKERS INC COMCFR-PB1,274$177,6980.02%
307TRANE TECHNOLOGIES PLC SHSTT40,446$176,4900.02%
308NEWMONT CORP COMNEMCL4,331$176,1850.02%
309FIRST AMERN FINL CORP COM31847R1022,705$175,3920.02%
310ALLEGION PLC ORD SHSALLE1,236$174,7280.02%
311AON PLC SHS CL AAON462$173,8000.02%
312ISHARES SELECT DIVIDEND ETF4642871681,255$173,1150.02%
313STARBUCKS CORP COMSBUX1,741$172,7430.02%
314PACCAR INC COMPCAR1,500$172,5900.02%
315SCHWAB CHARLES CORP COMSCHW-PJ2,085$167,1960.02%
316LUMINAR TECHNOLOGIES INC COM CL ALAZRQ162,264$167,1320.02%
317BJS WHSL CLUB HLDGS INC COM05550J1011,918$166,7870.02%
318NXP SEMICONDUCTORS N V COMNXPI24,584$166,3860.02%
319INTERDIGITAL INC COMIDCC914$165,4470.02%
320ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871501,250$163,1880.02%
321CITIGROUP INC COM NEWC-PR2,362$160,9700.02%
322T-MOBILE US INC COMTMUSZ673$160,0060.02%
323VANGUARD MID-CAP GROWTH ETF922908538615$159,6600.02%
324DUPONT DE NEMOURS INC COMDD1,921$159,5580.02%
325ALPHABET INC CAP STK CL AGOOG907$159,2510.02%
326DELL TECHNOLOGIES INC CL CDELL1,179$158,5210.02%
327VERALTO CORP COM SHSVLTO1,524$157,1400.02%
328ENCOMPASS HEALTH CORP COMEHC1,543$156,2100.02%
329CITIZENS FINL GROUP INC COMCIA3,349$155,9960.02%
330D R HORTON INC COM23331A109948$155,3030.02%
331CINTAS CORP COMCTAS712$154,5400.02%
332ADAPTHEALTH CORP COMMON STOCKAHCO15,331$153,9230.02%
333GALLAGHER ARTHUR J & CO COM363576109520$153,2490.02%
334EQUITY LIFESTYLE PPTYS INC COM29472R1082,132$152,8520.02%
335ISHARES S&P MID-CAP 400 VALUE ETF4642877051,180$152,7750.02%
336AVANTIS U.S. EQUITY ETF0250728851,529$151,9980.01%
337KKR & CO INC COMKKRT1,010$151,9840.01%
338GRAND CANYON ED INC COMLOPE918$151,4070.01%
339ALEXANDER & BALDWIN INC NEW COM0144911047,874$150,2360.01%
340CATERPILLAR INC COMCAT387$149,9080.01%
341ONEOK INC NEW COMOKE1,383$149,1980.01%
342CONSTELLATION BRANDS INC CL ASTZ611$147,8620.01%
343ASGN INC COMASGN1,600$146,8390.01%
344AMERICAN EXPRESS CO COMAXP508$146,4560.01%
345SCOTTS MIRACLE-GRO CO CL ASMG1,940$144,5050.01%
346INTERNATIONAL BANCSHARES CORP COMINTR2,005$144,0590.01%
347TRANSDIGM GROUP INC COMTDG113$143,8510.01%
348KIMBERLY-CLARK CORP COMKMB1,092$143,8180.01%
349ISHARES FUTURE AI & TECH ETF46435U5564,000$143,0800.01%
350GMS INC COM36251C1031,431$142,7610.01%
351ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,260$142,2790.01%
352CHEMED CORP NEW COMCHE253$141,9860.01%
353MARRIOTT INTL INC NEW CL A571903202499$140,7280.01%
354XTRACKERS MSCI EAFE HEDGED EQUITY ETF2330512003,375$140,1980.01%
355OSHKOSH CORP COMOSK1,249$139,4630.01%
356BHP GROUP LTD SPONSORED ADSBHPLF2,667$138,8170.01%
357BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A294$137,5040.01%
358GLADSTONE LD CORP COM37654910111,365$136,0390.01%
359SITEONE LANDSCAPE SUPPLY INC COMSITE951$135,7290.01%
360TERADYNE INC COMTER1,266$134,8100.01%
361EOG RES INC COMEOG995$134,5140.01%
362EXXON MOBIL CORP COMXOM1,115$134,4240.01%
363BECTON DICKINSON & CO COMBDX590$134,0440.01%
364ISHARES RUSSELL MIDCAP ETF4642874991,460$133,9990.01%
365REGENERON PHARMACEUTICALS COMREGN171$133,9770.01%
366ISHARES MORNINGSTAR VALUE ETF4642881091,600$133,2800.01%
367VANGUARD U.S. MULTIFACTOR ETF921935607972$132,6930.01%
368ISHARES RUSSELL 2000 VALUE ETF464287630758$132,1350.01%
369HUBBELL INC COMHUBB297$130,7980.01%
370AVANGRID INC COM05351W1033,626$129,6660.01%
371OLLIES BARGAIN OUTLET HLDGS IN COM6811161091,400$129,5850.01%
372LENNAR CORP CL ALEN-B763$129,5570.01%
373ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY1,428$129,3070.01%
374EQT CORP COMEQT3,003$128,7090.01%
375ZOETIS INC CL AZTS735$128,3530.01%
376DOORDASH INC CL ADASH730$126,9380.01%
377LAM RESEARCH CORP COM NEWLRCX1,682$125,7970.01%
378TE CONNECTIVITY PLC ORD SHSTEL819$125,5430.01%
379FISERV INC COMFISV20,125$124,4210.01%
380COMMERCE BANCSHARES INC COMCBSH1,677$120,2580.01%
381INDUSTRIAL SELECT SECTOR SPDR FUND81369Y704859$120,1400.01%
382YUM BRANDS INC COMYUM877$119,9210.01%
383MCKESSON CORP COMMCK196$119,7500.01%
384ZIMMER BIOMET HOLDINGS INC COMZBH1,094$119,1110.01%
385FIDELITY MSCI ENERGY INDEX ETF3160924024,536$118,4350.01%
386MOODYS CORP COMMCO245$118,1120.01%
387DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V7163,041$117,7170.01%
388NU HLDGS LTD ORD SHS CL ANU7,649$116,1880.01%
389GCM GROSVENOR INC COM CL AGCMG10,000$116,1000.01%
390APPLIED MATLS INC COM038222105613$114,0410.01%
391RYMAN HOSPITALITY PPTYS INC COM78377T1071,015$113,9340.01%
392ORACLE CORP COMORCL-PD609$113,9130.01%
393INTERNATIONAL FLAVORS&FRAGRANC COM4595061011,267$113,2320.01%
394AMPHENOL CORP NEW CL A0320951011,557$112,9730.01%
395PACER US CASH COWS 100 ETF69374H8811,874$111,6530.01%
396EXPONENT INC COMEXPO1,120$110,4740.01%
397WATTS WATER TECHNOLOGIES INC CL AWTS521$110,4310.01%
398JPMORGAN CHASE & CO. COMVYLD454$109,8090.01%
399UNITED PARCEL SERVICE INC CL BUPS825$109,4280.01%
400SPDR PORTFOLIO EMERGING MARKETS ETF78463X5092,799$109,4130.01%
401HUBSPOT INC COMHUBS157$109,0710.01%
402AVANTIS INTERNATIONAL SMALL CAP VALUE ETF0250728021,650$108,5040.01%
403QUANTA SVCS INC COM74762E102332$107,6330.01%
404CRH PLC ORDCRH1,073$107,1470.01%
405VERTIV HOLDINGS CO COM CL AVRT879$106,3350.01%
406STRYKER CORPORATION COMSYK274$105,0790.01%
407MODINE MFG CO COM607828100874$105,0420.01%
408WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDWT2,085$104,7030.01%
409CRANE COMPANY COMMON STOCKCR600$104,3460.01%
410GRAINGER W W INC COM38480210489$104,0770.01%
411OREILLY AUTOMOTIVE INC COM67103H10785$104,0740.01%
412MONOLITHIC PWR SYS INC COM609839105180$103,8220.01%
413SKECHERS U S A INC CL A8305661051,673$103,0070.01%
414LAUDER ESTEE COS INC CL A5184391046,381$102,1260.01%
415VANGUARD CORE BOND ETF9220207481,307$99,9990.01%
416PPL CORP COMPPLC3,000$99,6300.01%
417REAL ESTATE SELECT SECTOR SPDR FUND81369Y8602,310$99,1680.01%
418ASSURANT INC COMAIZN458$98,6220.01%
419DESPEGAR COM CORP ORD SHSG273581036,586$97,8680.01%
420ECOLAB INC COMECL395$97,8060.01%
421AMERICAN TOWER CORP NEW COM03027X100502$97,7750.01%
422ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46434V1001,960$97,5300.01%
423CARDINAL HEALTH INC COMCAH800$97,0320.01%
424GXO LOGISTICS INCORPORATED COMMON STOCKGXO1,622$96,9190.01%
425ELEMENT SOLUTIONS INC COMESI3,418$96,5240.01%
426DOLLAR TREE INC COMDLTR1,454$95,4840.01%
427HILLENBRAND INC COM4315711082,833$95,4720.01%
428EURONET WORLDWIDE INC COMEEFT931$95,1230.01%
429AVANTIS ALL EQUITY MARKETS ETF0250722321,243$92,9020.01%
430MAXIMUS INC COMMMS1,137$92,2050.01%
431STATE STR CORP COMSTT-PG979$92,2020.01%
432UNIVERSAL HLTH SVCS INC CL B913903100456$91,6610.01%
433LAS VEGAS SANDS CORP COMLVS1,881$91,2810.01%
434HDFC BANK LTD SPONSORED ADSHDB1,468$90,8840.01%
435KINDER MORGAN INC DEL COMEP-PC3,374$90,2880.01%
436GABELLI EQUITY TR INC COMGAB-PK16,347$90,0720.01%
437CME GROUP INC COMCME402$89,8960.01%
438SPROUTS FMRS MKT INC COM85208M102634$89,8570.01%
439ISHARES MSCI EMERGING MARKETS ETF4642872342,070$88,9070.01%
440WHIRLPOOL CORP COMWHR-PA775$88,3620.01%
441SHOPIFY INC CL ASHOP810$88,3320.01%
442GSK PLC SPONSORED ADRGLAXF2,562$88,1090.01%
443HOME DEPOT INC COMHD217$88,0410.01%
444AUTODESK INC COMADSK285$87,4330.01%
445INVESCO S&P 500 EQUAL WEIGHT ETFIVZ475$86,5640.01%
446ONTO INNOVATION INC COMONTO525$86,4940.01%
447GLOBE LIFE INC COMGL-PD792$86,3300.01%
448WILLIAMS COS INC COM9694571001,553$86,3160.01%
449WISDOMTREE U.S. HIGH DIVIDEND FUNDWT885$86,2260.01%
450CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND81369Y407400$86,1120.01%
451BOEING CO COMBA-PA623$86,0610.01%
452VANGUARD EXTENDED MARKET ETF922908652437$85,5300.01%
453CBRE GROUP INC CL ACBRE644$85,0080.01%
454ISHARES CORE HIGH DIVIDEND ETF46429B663720$84,9670.01%
455VOYA FINANCIAL INC COMVOYA-PB1,039$84,5230.01%
456BANK NEW YORK MELLON CORP COM0640581001,075$83,3880.01%
457CAMPBELL SOUP CO COMCPB1,865$82,8990.01%
458ISHARES FLOATING RATE BOND ETF46429B6551,615$82,2840.01%
459DANAHER CORPORATION COM235851102342$81,8680.01%
460ELI LILLY & CO COMLLY104$81,7680.01%
461CHARTER COMMUNICATIONS INC NEW CL A16119P108206$81,2160.01%
462SOUTHERN CO COMSOMN935$81,1390.01%
463SCHLUMBERGER LTD COM STKSLB1,849$80,3220.01%
464AUTOZONE INC COMAZO26$80,1200.01%
465PRUDENTIAL FINL INC COMPUKPF634$79,7260.01%
466HCA HEALTHCARE INC COMHCA230$79,4670.01%
467ALPHABET INC CAP STK CL CGOOG448$79,4530.01%
468INVESCO WATER RESOURCES ETFIVZ1,133$79,0150.01%
469SCHWAB US DIVIDEND EQUITY ETF8085247972,729$78,8190.01%
470CONSOLIDATED EDISON INC COMED822$78,2710.01%
471NORFOLK SOUTHN CORP COM655844108295$78,1040.01%
472KROGER CO COMKR1,314$77,6310.01%
473METLIFE INC COMMET-PF937$77,4080.01%
474ADOBE INC COMADBE145$76,8310.01%
475VANGUARD TOTAL WORLD STOCK ETF922042742642$76,7970.01%
476ISHARES MSCI EAFE VALUE ETF4642888771,429$76,7870.01%
477ISHARES 0-3 MONTH TREASURY BOND ETF46436E718763$76,6590.01%
478ILLUMINA INC COMILMN535$76,0860.01%
479GILEAD SCIENCES INC COMGILD811$74,7460.01%
480FIRST HORIZON CORPORATION COMFHN-PH3,702$74,6320.01%
481VANECK SEMICONDUCTOR ETF92189F676300$74,4540.01%
482WILLIS TOWERS WATSON PLC LTD SHSWTW235$74,0280.01%
483AMETEK INC COMAME381$73,8440.01%
484WEST PHARMACEUTICAL SVSC INC COM955306105218$73,7100.01%
485VISA INC COM CL AV236$72,7470.01%
486DEERE & CO COMDE182$71,8240.01%
487UNILEVER PLC SPON ADR NEWUNLYF1,245$71,4740.01%
488HEALTHPEAK PROPERTIES INC COMDOC3,362$71,4430.01%
489DUKE ENERGY CORP NEW COM NEWDUKB635$70,2820.01%
490FASTENAL CO COMFAST852$70,0000.01%
491AVANTIS INTERNATIONAL EQUITY ETF0250727031,098$68,9000.01%
492TOTALENERGIES SE SPONSORED ADSTTE1,130$68,3310.01%
493PROLOGIS INC. COMPLDGP590$67,7030.01%
494NNN REIT INC COMNNN1,613$67,4720.01%
495LABCORP HOLDINGS INC COM SHSLH280$66,7920.01%
496PENTAIR PLC SHSPNR627$66,3740.01%
497SYLVAMO CORP COMMON STOCKSLVM788$66,3730.01%
498DEVON ENERGY CORP NEW COM25179M1031,680$66,1580.01%
499LAM RESEARCH CORP COM NEWLRCX881$65,8830.01%
500FREEPORT-MCMORAN INC CL BFCX1,515$65,5540.01%