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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

TD PRIVATE CLIENT WEALTH LLC

Quarter ended Q2 2025 · Filed July 15, 2025 · Accession 0002052595-25-000004

Total Value
$4.07B
Positions
1,404
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR PORTFOLIO S&P 500 ETF78464A8544,312,251$313.5M7.83%
2ISHARES TR CORE MSCI EAFE ETF46432F8422,649,344$221.2M5.53%
3SPDR S&P 500 ETF TR TR UNITSPY344,699$213.0M5.32%
4VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF92206C7714,141,363$191.9M4.80%
5ISHARES TR U S TREAS BD ETF46429B2676,389,947$146.8M3.67%
6VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS921908844461,990$94.6M2.36%
7ISHARES TR CORE DIVID GROWTH ETF46434V6211,306,563$83.5M2.09%
8VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD92206C1021,412,670$83.0M2.07%
9VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS921932505206,087$81.7M2.04%
10VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF922908652420,323$81.0M2.02%
11ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF4642886381,449,210$77.2M1.93%
12ISHARES TR 1-3 YR TREAS BD ETF464287457897,233$74.3M1.86%
13MICROSOFT CORP COMMSFT122,537$61.0M1.52%
14VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD92206C409625,749$49.7M1.24%
15ISHARES TR 20 Plus YR TREAS BD ETF464287432559,551$49.4M1.23%
16ISHARES INC CORE MSCI EMERGING MKTS ETF46434G103807,749$48.5M1.21%
17ISHARES TR RUSSELL 1000 GROWTH ETF464287614105,489$44.8M1.12%
18INVESCO QQQ TR UNIT SER 1IVZ77,871$43.0M1.07%
19VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836375,271$42.8M1.07%
20ISHARES TR MSCI EAFE ETF464287465473,318$42.3M1.06%
21ISHARES TR 3-7 YR TREAS BD ETF464288661354,984$42.3M1.06%
22ISHARES TR CORE S&P 500 ETF46428720066,907$41.5M1.04%
23ISHARES TR CORE U S AGGREGATE BD ETF464287226414,305$41.1M1.03%
24NVIDIA CORP COMNVDA246,732$39.0M0.97%
25AMAZON COM INC COMAMZN162,271$35.6M0.89%
26VANGUARD INDEX FDS VANGUARD VALUE ETF922908744190,457$33.7M0.84%
27ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF464288646604,521$31.9M0.80%
28VANGUARD INDEX FDS VANGUARD GROWTH ETF92290873672,532$31.8M0.79%
29ISHARES TR S&P 500 GROWTH ETF464287309276,164$30.4M0.76%
30META PLATFORMS INC CL AMETA40,884$30.2M0.75%
31JPMORGAN CHASE & CO COMVYLD97,085$28.1M0.70%
32SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF8085247971,004,274$26.6M0.66%
33APPLE INC COMAAPL118,933$24.4M0.61%
34VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C680292206C680218,607$23.9M0.60%
35ISHARES TR IBOXX USD INVT GRADE CORP BD ETF464287242204,954$22.5M0.56%
36ISHARES TR CORE S&P MID-CAP ETF464287507361,893$22.4M0.56%
37VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS92206C870269,337$22.3M0.56%
38ISHARES TR RUSSELL 1000 VALUE ETF464287598112,827$21.9M0.55%
39SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF808524300686,148$20.0M0.50%
40BROADCOM INC COMAVGO69,800$19.2M0.48%
41PHILIP MORRIS INTL INC COM718172109102,878$18.7M0.47%
42ISHARES TR S&P 500 VALUE ETF46428740894,595$18.5M0.46%
43VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF921937827206,203$16.2M0.41%
44VANGUARD INDEX FDS VANGUARD MID-CAP ETF92290862957,567$16.1M0.40%
45SPDR GOLD TR GOLD SHSGLD51,235$15.6M0.39%
46ISHARES TR CORE S&P SMALL-CAP ETF464287804138,647$15.2M0.38%
47ISHARES TR CORE S&P U S VALUE ETF464287663159,729$15.1M0.38%
48PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD72201R783158,694$15.1M0.38%
49ALPHABET INC CL AGOOG84,501$14.9M0.37%
50ABBVIE INC COMABBV80,146$14.9M0.37%
51SPDR SER TR S&P DIVID ETF78464A76398,106$13.3M0.33%
52VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF921937819167,432$12.9M0.32%
53ISHARES TR 7-10 YR TREAS BD ETF464287440130,802$12.5M0.31%
54VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF92290875151,313$12.2M0.30%
55ISHARES TR RUSSELL 1000 ETF46428762235,477$12.0M0.30%
56VERIZON COMMUNICATIONS INC COMVZ274,719$11.9M0.30%
57SPDR SER TR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF78468R739245,526$11.7M0.29%
58MASTERCARD INC CL AMA20,556$11.6M0.29%
59CHEVRON CORP NEW COMCVX79,358$11.4M0.28%
60VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF921937835150,175$11.1M0.28%
61ISHARES TR INTL SELECT DIVID ETF INDEX FD464288448309,264$10.7M0.27%
62VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF921937793153,411$10.7M0.27%
63NETFLIX INC COMNFLX7,915$10.6M0.26%
64VISA INC COM CL AV29,490$10.5M0.26%
65MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT117,926$10.3M0.26%
66JOHNSON & JOHNSON COMJNJ64,810$9.9M0.25%
67VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL921946885150,058$9.8M0.25%
68VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A70214,481$9.6M0.24%
69ISHARES TR SHORT-TERM NATL MUN BD ETF FD46428815888,007$9.4M0.23%
70DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF233051432253,299$9.4M0.23%
71US BANCORP DEL COM NEWUSB-PS201,114$9.1M0.23%
72ISHARES TR RUSSELL 2000 ETF46428765541,188$8.9M0.22%
73PROLOGIS INC COMPLDGP83,327$8.8M0.22%
74WALMART INC COMWMT89,167$8.7M0.22%
75ISHARES TR NATL MUN BD ETF FD46428841483,382$8.7M0.22%
76ISHARES TR CORE S&P U S GROWTH ETF46428767155,474$8.3M0.21%
77BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A16,903$8.2M0.21%
78AMERICAN ELEC PWR CO INC COM02553710178,517$8.1M0.20%
79ISHARES TR SELECT DIVID ETF FD46428716860,165$8.0M0.20%
80SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911SPOT10,398$8.0M0.20%
81VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF922907746153,772$7.5M0.19%
82BANK AMER CORP COM060505104155,003$7.3M0.18%
83PNC FINL SVCS GROUP INC COM69347510538,950$7.3M0.18%
84AMGEN INC COMAMGN25,608$7.2M0.18%
85CISCO SYS INC COMCSCO102,647$7.1M0.18%
86RTX CORP COMRTX48,108$7.0M0.18%
87EXXON MOBIL CORP COMXOM63,946$6.9M0.17%
88CVS HEALTH CORP COMCVS99,674$6.9M0.17%
89AMPHENOL CORP NEW CL A03209510169,489$6.9M0.17%
90LINDE PLC NEW SHS ISIN#IE000S9YS762LIN14,477$6.8M0.17%
91SPDR SER TR NUVEEN BLOOMBERG MUN BD ETF78468R721151,882$6.8M0.17%
92SALESFORCE INC COMCRM24,679$6.7M0.17%
93COCA COLA CO COMKO93,331$6.6M0.16%
94NEXTERA ENERGY INC COMNEE-PW94,947$6.6M0.16%
95ISHARES TR SHORT TREAS BD ETF46428867957,518$6.4M0.16%
96HOME DEPOT INC COMHD17,102$6.3M0.16%
97KKR & CO INC COMKKRT46,185$6.1M0.15%
98WELLS FARGO & CO NEW COM94974610175,877$6.1M0.15%
99DUKE ENERGY CORP NEW COM NEWDUKB51,460$6.1M0.15%
100TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100387403910026,672$6.0M0.15%
101CUMMINS INC COMCMI18,389$6.0M0.15%
102INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETFIVZ52,919$6.0M0.15%
103GE VERNOVA INC COMGEV11,175$5.9M0.15%
104VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876919,334$5.9M0.15%
105EMERSON ELEC CO COMEMR43,835$5.8M0.15%
106NATIONAL GRID PLC SPON ADR NEW 2017NMPWP76,410$5.7M0.14%
107KENVUE INC COMKVUE271,202$5.7M0.14%
108ENTERGY CORP NEW COMENO67,258$5.6M0.14%
109ALPHABET INC CAP STK CL CGOOG30,941$5.5M0.14%
110METLIFE INC COMMET-PF68,219$5.5M0.14%
111MORGAN STANLEY COM NEWMS-PQ38,145$5.4M0.13%
112SANOFI SPONS ADR ISIN#US80105N1054SNYNF110,641$5.3M0.13%
113LPL FINL HLDGS INC COM50212V10014,234$5.3M0.13%
114ABBOTT LABS COMABLZF39,082$5.3M0.13%
115UNION PAC CORP COMUNP22,618$5.2M0.13%
116ANALOG DEVICES INC COMADI21,861$5.2M0.13%
117ENBRIDGE INC COM ISIN#CA29250N1050ENNPF114,764$5.2M0.13%
118GALLAGHER ARTHUR J & CO COM36357610915,934$5.1M0.13%
119ISHARES TR RUSSELL MID-CAP GROWTH ETF46428748136,742$5.1M0.13%
120TOTALENERGIES SE SPONS ADR ISIN#US89151E1091TTE81,768$5.0M0.13%
121UBER TECHNOLOGIES INC COMUBER53,765$5.0M0.13%
122BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072110448107105,819$5.0M0.13%
123MERCK & CO INC NEW COMMRK63,164$5.0M0.12%
124WISDOMTREE TR EMERGING MKTS HIGH DIVID FDWT109,604$5.0M0.12%
125GILEAD SCIENCES INC COMGILD44,656$5.0M0.12%
126PROCTER & GAMBLE CO COM74271810930,975$4.9M0.12%
127HASBRO INC COMHAS66,708$4.9M0.12%
128INTERNATIONAL BUSINESS MACHS CORP COMINTR16,445$4.8M0.12%
129INTUIT COMINTU6,097$4.8M0.12%
130AT&T INC COMT-PC165,286$4.8M0.12%
131BLACKROCK INC NEW COMBLK4,550$4.8M0.12%
132COMCAST CORP NEW CL ACCZ131,196$4.7M0.12%
133TESLA INC COMTSLA14,541$4.6M0.12%
134LILLY ELI & CO COMLLY5,922$4.6M0.12%
135ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF46428851355,830$4.5M0.11%
136AMERICAN EXPRESS CO COMAXP14,090$4.5M0.11%
137SCHWAB STRATEGIC TR US LARGE-CAP ETF808524201183,614$4.5M0.11%
138ISHARES TR RUSSELL MID-CAP ETF46428749948,481$4.5M0.11%
139AMERIPRISE FINL INC COM03076C1068,166$4.4M0.11%
140CAPITAL ONE FINL CORP COM14040H10520,400$4.3M0.11%
141ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34ACN14,422$4.3M0.11%
142PAYCHEX INC COMPAYX29,476$4.3M0.11%
143SPDR SER TR BLOOMBERG BARCLAYS SHORT TERM CORPORATE BD ETF78464A474140,891$4.3M0.11%
144BOSTON SCIENTIFIC CORP COMBSX39,472$4.2M0.11%
145VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF92204285885,567$4.2M0.11%
146SELECT SECTOR SPDR TR TECHNOLOGY81369Y80316,450$4.2M0.10%
147VICI PPTYS INC COM925652109124,250$4.1M0.10%
148GENERAL ELEC CO COM NEW36960430115,715$4.0M0.10%
149MCDONALDS CORP COMMCD13,362$3.9M0.10%
150DISNEY WALT CO DISNEY COM25468710631,376$3.9M0.10%
151CHENIERE ENERGY INC COM NEWLNG15,974$3.9M0.10%
152HONEYWELL INTL INC COM43851610616,671$3.9M0.10%
153EATON CORPORATION PLC SHS ISIN#IE00B8KQN827ETN10,727$3.8M0.10%
154SERVICENOW INC COMNOW3,689$3.8M0.09%
155VERISK ANALYTICS INC COMVRSK12,057$3.8M0.09%
156VANGUARD INTL FD FTSE DEVELOPED MKTS ETF92194385865,557$3.7M0.09%
157LAZARD INC COMLAZ77,839$3.7M0.09%
158VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF92204277555,363$3.7M0.09%
159PFIZER INC COMPFE153,109$3.7M0.09%
160TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967TT8,437$3.7M0.09%
161XCEL ENERGY INC COMXELLL53,571$3.6M0.09%
162INTUITIVE SURGICAL INC COM NEWISRG6,665$3.6M0.09%
163KLA CORP COMKLAC4,036$3.6M0.09%
164CITIGROUP INC COM NEWC-PR42,313$3.6M0.09%
165HUNTINGTON BANCSHARES INC COMHBANP214,457$3.6M0.09%
166PEPSICO INC COMPEP27,156$3.6M0.09%
167VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD92206C70658,115$3.5M0.09%
168SNAP ON INC COMSNA11,098$3.5M0.09%
169REALTY INCOME CORP COMO59,247$3.4M0.09%
170MARKEL GROUP INC COMMKL1,695$3.4M0.08%
171SCHWAB CHARLES CORP NEW COMSCHW-PJ37,050$3.4M0.08%
172UNITED PARCEL SVC INC CL BUPS33,364$3.4M0.08%
173APPLIED MATLS INC COM03822210518,366$3.4M0.08%
174INTERACTIVE BROKERS GROUP INC CL A - COM45841N10760,116$3.3M0.08%
175SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW78468R66336,103$3.3M0.08%
176ORACLE CORP COMORCL-PD15,109$3.3M0.08%
177TRUIST FINL CORP COM89832Q10976,543$3.3M0.08%
178CADENCE DESIGN SYS INC COMCDNS10,640$3.3M0.08%
179INTERCONTINENTAL EXCHANGE INC COM45866F10417,788$3.3M0.08%
180NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086NTR55,486$3.2M0.08%
181FIRSTENERGY CORP COMFE80,048$3.2M0.08%
182HOWMET AEROSPACE INC COMHWM17,307$3.2M0.08%
183SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF78468R408126,204$3.2M0.08%
184ATLASSIAN CORP CL ATEAM15,611$3.2M0.08%
185WEC ENERGY GROUP INC COMWEC30,316$3.2M0.08%
186AUTODESK INC COMADSK10,049$3.1M0.08%
187VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108168,480$3.1M0.08%
188ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74ALLE21,320$3.1M0.08%
189SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X84892,719$3.0M0.08%
190PROGRESSIVE CORP OH COM74331510311,289$3.0M0.08%
191GSK PLC SPONSORED ADR NEWGLAXF78,019$3.0M0.07%
192BERKLEY W R CORP COMWRB-PH40,380$3.0M0.07%
193BENTLEY SYS INC CL BBSY53,756$2.9M0.07%
194HCA HEALTHCARE INC COMHCA7,464$2.9M0.07%
195COSTCO WHOLESALE CORP NEW COM22160K1052,870$2.8M0.07%
196CIGNA GROUP COM1255231008,513$2.8M0.07%
197O REILLY AUTOMOTIVE INC NEW COM67103H10730,982$2.8M0.07%
198TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076TRPRF56,171$2.7M0.07%
199ISHARES TR S&P SMALL-CAP 600 GROWTH ETF46428788720,435$2.7M0.07%
200PHILLIPS 66 COMPSX22,389$2.7M0.07%
201EQUIFAX INC COMEFX10,280$2.7M0.07%
202BANK OF MONTREAL06367110123,986$2.7M0.07%
203VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C71430,762$2.6M0.07%
204PARKER-HANNIFIN CORP COMPH3,726$2.6M0.07%
205L3HARRIS TECHNOLOGIES INC COMLHX10,343$2.6M0.06%
206MSC INDL DIRECT INC CL A55353010630,481$2.6M0.06%
207GOLDMAN SACHS GROUP INC COMGSCE3,567$2.5M0.06%
208VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS92202080549,954$2.5M0.06%
209STARBUCKS CORP COMSBUX27,393$2.5M0.06%
210PPL CORP COMPPLC74,055$2.5M0.06%
211CARDINAL HEALTH INC COMCAH14,855$2.5M0.06%
212ISHARES TR MSCI EAFE VALUE ETF46428887739,050$2.5M0.06%
213MICRON TECHNOLOGY INC COMMU19,930$2.5M0.06%
214SS&C TECHNOLOGIES HLDGS INC COMSSNC29,336$2.4M0.06%
215AUTOMATIC DATA PROCESSING INC COMADP7,823$2.4M0.06%
216SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTMDY4,212$2.4M0.06%
217UNIVERSAL DISPLAY CORP COMOLED15,392$2.4M0.06%
218UNITED RENTALS INC COMURI3,135$2.4M0.06%
219STRYKER CORP COMMONSYK5,902$2.3M0.06%
220ROLLINS INC COMROL41,132$2.3M0.06%
221BOOKING HLDGS INC COMBKNG393$2.3M0.06%
222ISHARES TR CORE S&P TOTAL U S STK MKT ETF46428715016,697$2.3M0.06%
223ISHARES TR MSCI EAFE GROWTH ETF46428888520,080$2.2M0.06%
224UNITEDHEALTH GROUP INC COMUNH7,186$2.2M0.06%
225FIDELITY NATL INFORMATION SVCS INC COM31620M10626,509$2.2M0.05%
226SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050RYDAF30,442$2.1M0.05%
227INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETFIVZ95,618$2.1M0.05%
228SELECT SECTOR SPDR TR UTILS81369Y88626,190$2.1M0.05%
229TELEDYNE TECHNOLOGIES INC COMTDY4,174$2.1M0.05%
230VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF92290855323,928$2.1M0.05%
231LOCKHEED MARTIN CORP COMLMT4,553$2.1M0.05%
232VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF9229086377,261$2.1M0.05%
233MARVELL TECHNOLOGY INC COMMRVL26,356$2.0M0.05%
234FISERV INC COMFISV11,749$2.0M0.05%
235KIMBERLY-CLARK CORP COMKMB15,651$2.0M0.05%
236WATSCO INC COMWSO-B4,558$2.0M0.05%
237ASML HLDG N V N Y REGISTRY SHS NEW 2012 ISIN#USN070592100ASMLF2,510$2.0M0.05%
238LENNOX INTL INC COM5261071073,503$2.0M0.05%
239FIRST CTZNS BANCSHARES INC CL A31946M1031,021$2.0M0.05%
240SOUTHERN CO COMSOMN21,736$2.0M0.05%
241ZURN ELKAY WTR SOLUTIONS CORP COM98983L10854,431$2.0M0.05%
242TJX COS INC NEW COM87254010916,115$2.0M0.05%
243THERMO FISHER SCIENTIFIC INC COMTMO4,838$2.0M0.05%
244ZEBRA TECHNOLOGIES CORP CL AZBRA6,358$2.0M0.05%
245VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF9229086119,991$1.9M0.05%
246NORDSON CORP COMNDSN8,968$1.9M0.05%
247BJS WHSL CLUB HLDGS INC COM05550J10117,721$1.9M0.05%
248VANGUARD ADMIRAL FDS INC S&P 500 VALUE INDEX FD ETF SHS92193270310,115$1.9M0.05%
249DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF18,884$1.9M0.05%
250ISHARES TR TIPS BD ETF46428717617,278$1.9M0.05%
251JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619G5150210517,917$1.9M0.05%
252CONOCOPHILLIPS COMCOP21,010$1.9M0.05%
253HENRY JACK & ASSOC INC COM42628110110,439$1.9M0.05%
254POOL CORP COMPOOL6,401$1.9M0.05%
255TEXAS INSTRS INC COM8825081048,959$1.9M0.05%
256GUIDEWIRE SOFTWARE INC COMGWRE7,807$1.8M0.05%
257VERTEX PHARMACEUTICALS INC COMVRTX4,118$1.8M0.05%
258CBRE GROUP INC CL ACBRE12,903$1.8M0.05%
259SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORPORATE BD ETF78464A37553,477$1.8M0.04%
260COOPER COS INC COM PAR21664850125,117$1.8M0.04%
261TRAVELERS COS INC COMTRV6,533$1.7M0.04%
262ISHARES GOLD TR ISHARES NEWIAU27,990$1.7M0.04%
263SPDR INDEX SHS FDS S&P EMERGING MKTS ETF78463X50940,803$1.7M0.04%
264BP PLC SPONS ADRBPPFF57,784$1.7M0.04%
265ISHARES TR S&P MIDCAP 400 VALUE ETF46428770513,869$1.7M0.04%
266WABTEC COM9297401088,156$1.7M0.04%
267T-MOBILE US INC COMTMUSZ7,056$1.7M0.04%
268VANECK ETF TR MORNINGSTAR WIDE MOAT ETF92189F64317,922$1.7M0.04%
269CARRIER GLOBAL CORP COMCARR22,938$1.7M0.04%
270NISOURCE INC COMNI41,481$1.7M0.04%
271WILLIAMS COS INC COM96945710026,502$1.7M0.04%
272CENCORA INC COMCOR5,546$1.7M0.04%
273CHUBB LTD COM ISIN#CH0044328745CB5,635$1.6M0.04%
274OLLIES BARGAIN OUTLET HLDGS INC COM68111610912,366$1.6M0.04%
275DANAHER CORP COM2358511028,200$1.6M0.04%
276ISHARES SILVER TR ISHARESSLV49,282$1.6M0.04%
277BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL COM10919410013,064$1.6M0.04%
278AMERICAN TOWER CORP NEW COM03027X1007,224$1.6M0.04%
279CHOICE HOTELS INTL INC COM16990510612,505$1.6M0.04%
280ALEXANDRIA REAL ESTATE EQUITIES INC COM01527110921,731$1.6M0.04%
281DOLLAR GEN CORP NEW COM25667710513,646$1.6M0.04%
282SONY GROUP CORP AMERN SH NEW ISIN#US8356993076SNEJF59,663$1.6M0.04%
283LYONDELLBASELL INDUSTRIES N V ORD SHS CL ALYB26,374$1.5M0.04%
284SHERWIN-WILLIAMS CO COMSHW4,438$1.5M0.04%
285VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS92206C7305,392$1.5M0.04%
286CRH PLC SHS ISIN#IE0001827041CRH16,348$1.5M0.04%
287ALPS ETF TR ALERIAN MLP ETF NEW00162Q45230,669$1.5M0.04%
288CHIPOTLE MEXICAN GRILL INC COMCMG26,575$1.5M0.04%
289NOVARTIS AG SPONSORED ADRNVSEF12,307$1.5M0.04%
290MARSH & MCLENNAN COS INC COM5717481026,689$1.5M0.04%
291RELIANCE INC COMRS4,643$1.5M0.04%
292SAIA INC COMSAIA5,304$1.5M0.04%
293POST HLDGS INC COMPOST13,238$1.4M0.04%
294BAXTER INTL INC COM07181310947,453$1.4M0.04%
295WASTE MGMT INC DEL COM94106L1096,209$1.4M0.04%
296HILTON WORLDWIDE HLDGS INC COM NEWHLT5,334$1.4M0.04%
297ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089AZN20,129$1.4M0.04%
298COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH17,746$1.4M0.03%
299ISHARES INC MSCI BIC ETF46428665733,346$1.4M0.03%
300ELEVANCE HEALTH INC COMELV3,548$1.4M0.03%
301CSX CORP COMCSX42,098$1.4M0.03%
302LABCORP HLDGS INC COMLH5,145$1.4M0.03%
303UNITED THERAPEUTICS CORP DEL COMUTHR4,672$1.3M0.03%
304CHEMED CORP NEW COMCHE2,755$1.3M0.03%
305AMERICAN INTL GROUP INC COM NEW02687478415,642$1.3M0.03%
306VEEVA SYS INC CL A COMVEEV4,632$1.3M0.03%
307ISHARES INC MSCI WORLD INDEX FD4642863927,818$1.3M0.03%
308CANADIAN IMPERIAL BK OF COMMERCECNDIF18,659$1.3M0.03%
309DELL TECHNOLOGIES INC CL CDELL10,604$1.3M0.03%
310VIPER ENERGY INC CL AVNOM34,071$1.3M0.03%
311INVESCO EXCHANGE-TRADED FD TR II SR LN ETFIVZ61,960$1.3M0.03%
312MICROCHIP TECHNOLOGY INC COMMCHPP18,321$1.3M0.03%
313MONOLITHIC PWR SYS INC COM6098391051,761$1.3M0.03%
314ILLINOIS TOOL WKS INC COM4523081095,161$1.3M0.03%
315DATADOG INC CL ADDOG9,458$1.3M0.03%
316MCKESSON CORP COMMCK1,729$1.3M0.03%
317ECOLAB INC COMECL4,700$1.3M0.03%
318ISHARES TR MBS ETF46428858813,481$1.3M0.03%
319LEIDOS HLDGS INC COMLDOS8,015$1.3M0.03%
320COCA-COLA EUROPACIFIC PARTNERS PLC ISIN#GB00BDCPN049CCEP13,615$1.3M0.03%
321BECTON DICKINSON & CO COMBDX7,244$1.2M0.03%
322ELECTRONIC ARTS INC COMEA7,788$1.2M0.03%
323AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079AMCCF135,185$1.2M0.03%
324ISHARES TR RUSSELL MID-CAP VALUE ETF4642874739,318$1.2M0.03%
325ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF46435G24348,540$1.2M0.03%
326VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD92194679415,207$1.2M0.03%
327HEWLETT PACKARD ENTERPRISE CO COMHPE-PC59,287$1.2M0.03%
328SCHWAB STRATEGIC TR INTERMEDIATE-TERM US TREASURY ETF80852485447,316$1.2M0.03%
329QUALCOMM INC COMQCOM7,376$1.2M0.03%
330CME GROUP INC COMCME4,180$1.2M0.03%
331DYNATRACE INC COMDT20,698$1.1M0.03%
332ARES MGMT CORP COM CL AARES-PB6,588$1.1M0.03%
333LOWES COS INC COM5486611075,100$1.1M0.03%
334BOEING CO COMBA-PA5,335$1.1M0.03%
335WEST PHARMACEUTICAL SVCS INC COM9553061055,098$1.1M0.03%
336SELECT SECTOR SPDR TR ENERGY81369Y50613,102$1.1M0.03%
337THOR INDS INC COM88516010112,500$1.1M0.03%
338VERALTO CORP COMVLTO10,971$1.1M0.03%
339AIR PRODS & CHEMS INC COMAIIR3,877$1.1M0.03%
340SITEONE LANDSCAPE SUPPLY INC COMSITE9,032$1.1M0.03%
341GENERAL MTRS CO COM37045V10022,109$1.1M0.03%
342ISHARES TR S&P MIDCAP 400 GROWTH ETF46428760611,873$1.1M0.03%
343AIRBNB INC CL A COMABNB8,162$1.1M0.03%
344GENERAL DYNAMICS CORP COMGD3,695$1.1M0.03%
345EXELON CORP COMEXC24,580$1.1M0.03%
346KRAFT HEINZ CO COMKHC41,236$1.1M0.03%
347CROWN CASTLE INC COMCCI10,321$1.1M0.03%
348US FOODS HLDG CORP COMUSFD13,704$1.1M0.03%
349NORFOLK SOUTHN CORP COM6558441084,108$1.1M0.03%
350ARISTA NETWORKS INC COM NEWANET10,268$1.1M0.03%
351MIDDLEBY CORP COMMIDD7,280$1.0M0.03%
352ZOETIS INC COMZTS6,700$1.0M0.03%
353MARATHON PETE CORP COMMARA6,274$1.0M0.03%
354HP INC COMHPQ42,581$1.0M0.03%
355SERVICETITAN INC CL ATTAN9,713$1.0M0.03%
356PALANTIR TECHNOLOGIES INC CL APLTR7,597$1.0M0.03%
357ISHARES TR INTL TREASURY BD ETF46428811724,012$1.0M0.03%
358HAMILTON LANE INC CL AHLNE7,280$1.0M0.03%
359NVR INC COMNVR139$1.0M0.03%
360ISHARES TR ESG AWARE U S AGGREGATE BD ETF46435U54921,543$1.0M0.03%
361FAIR ISAAC CORPORATION COMFICO553$1.0M0.03%
362FLEX LTD ORD SHS ISIN#SG9999000020FLEX20,215$1.0M0.03%
363ISHARES TR RUSSELL 2000 GROWTH ETF4642876483,530$1.0M0.03%
364THE TRADE DESK INC COM CL A88339J10513,989$1.0M0.03%
365BROOKFIELD INFRASTRUCTURE CORP NEW EXCHANGEABLE SUB VOTING SHS CL A ISIN#CA11276H1064BIPC24,094$1.0M0.03%
366TRANSUNION COMTRU11,356$999,3280.02%
367EXPONENT INC COMEXPO13,364$998,4240.02%
368ENCOMPASS HEALTH CORP COMEHC8,125$996,3690.02%
369AUTOZONE INC COMAZO262$972,6040.02%
370JACOBS SOLUTIONS INC COMJ7,348$965,8950.02%
371AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54AON2,704$964,7200.02%
372ISHARES TR S&P SMALL-CAP 600 VALUE ETF4642878799,660$961,0500.02%
373ISHARES TR BIOTECHNOLOGY ETF4642875567,592$960,4640.02%
374CATERPILLAR INC COMCAT2,463$956,1610.02%
375KINROSS GOLD CORP COM NO PAR ISIN#CA4969024047KGCRF60,929$952,3200.02%
376MONDELEZ INTL INC CL A60920710514,106$951,3090.02%
377SELECT SECTOR SPDR TR FINANCIAL81369Y60518,134$949,6590.02%
378ADVANCED MICRO DEVICES INC COMAMD6,686$948,7430.02%
379FORTIVE CORP COMFTV18,021$939,4350.02%
380SEMPRA COMSREA12,315$933,1080.02%
381WORKDAY INC CL AWDAY3,869$928,5600.02%
382SYSCO CORP COMSYY12,185$922,8920.02%
383PPG INDS INC COM6935061077,999$909,8860.02%
384BRISTOL MYERS SQUIBB CO COMCELG-RI19,422$899,0440.02%
385ISHARES TR MSCI EMERGING MKTS INDEX FD46428723418,483$891,6200.02%
386DEERE & CO COMDE1,742$885,7900.02%
387DIAMONDBACK ENERGY INC COMFANG6,410$880,7340.02%
388SCHWAB STRATEGIC TR US SMALL-CAP ETF80852460733,853$856,4780.02%
389PAYPAL HLDGS INC COMPYPL11,484$853,4910.02%
390SCHWAB STRATEGIC TR US AGGREGATE BD ETF80852483936,544$849,2830.02%
391PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD72201R20515,708$845,2470.02%
392WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211WTW2,743$840,7300.02%
393ROPER TECHNOLOGIES INC COMROP1,475$836,0890.02%
394DOMINION ENERGY INC COMD14,646$827,7920.02%
395WISDOMTREE TR US QUALITY DIVID GROWTH FDWT9,697$812,0270.02%
396ADOBE SYS INC COMADBE2,080$804,7100.02%
397COPART INC COMCPRT16,341$801,8530.02%
398MANULIFE FINL CORP COM ISIN#CA56501R106456501R10624,964$797,8490.02%
399CARLYLE GROUP INC COMCGABL15,480$795,6720.02%
400EOG RES INC COMEOG6,569$785,7180.02%
401NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI3,525$770,1770.02%
402PALO ALTO NETWORKS INC COMPANW3,756$768,6280.02%
403FIDELITY NATL FINL INC NEW FNF GROUP COMFNF13,651$765,2750.02%
404SAP SE SPONSORED ADR ISIN#US8030542042SAPGF2,511$763,6260.02%
405SYNOPSYS INC COMSNPS1,482$759,7920.02%
406AXON ENTERPRISE INC COMAXON914$756,7370.02%
407CNH INDL N V SHS ISIN#NL0010545661N2094410958,272$755,2050.02%
408SPDR SER TR BLOOMBERG HIGH YIELD BD ETF NEW78468R6227,745$753,3560.02%
409CROWN HLDGS INC COMCCK7,289$750,6210.02%
410VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF92203J40715,097$747,4330.02%
411ROYAL CARIBBEAN GROUP ISIN#LR0008862868V7780T1032,362$739,6370.02%
412SEALED AIR CORP NEW COMSE23,776$737,7690.02%
413LAM RESH CORP COM NEWLRCX7,533$733,2620.02%
414CORPAY INC COMCPAY2,207$732,3270.02%
415VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF9229085952,601$720,3210.02%
416HESS CORP COMHESM5,153$713,8970.02%
417NEWMONT CORP COMNEMCL12,170$709,0240.02%
418PG&E CORP COMPCG-PX50,813$708,3330.02%
419S&P GLOBAL INC COMSPGI1,341$707,0960.02%
420ALLSTATE CORP COMALL-PJ3,509$706,3970.02%
421IRON MTN INC NEW COM46284V1016,869$704,5530.02%
422VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS9220427425,471$703,1330.02%
423VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF9229085124,260$700,5560.02%
424TECK RES LTD CL B SUB VTG SHS ISIN# CA8787422044TCKRF17,205$694,7380.02%
425STMICROELECTRONICS NV SHS N Y REGISTRYSTMEF22,670$689,3950.02%
426KEYSIGHT TECHNOLOGIES INC COMKEYS4,188$686,2460.02%
427KEURIG DR PEPPER INC COMKDP20,524$678,5230.02%
428VANGUARD INTL EQUITY INDEX FDS GLOBAL EX-US REAL ESTATE INDEX FD ETF SHS92204267614,540$671,0210.02%
429ISHARES TR 10-20 YR TREAS BD ETF4642886536,556$666,0900.02%
430ISHARES TR ESG AWARE MSCI USA ETF46435G4254,880$660,2640.02%
431EXELIXIS INC COMEXEL14,687$647,3300.02%
432QUEST DIAGNOSTICS INC COMDGX3,569$641,1760.02%
433ROCKWELL AUTOMATION INC COMROK1,924$639,0950.02%
434MOTOROLA SOLUTIONS INC COM NEWMSI1,518$638,2580.02%
435BLACKSTONE INC COMBX4,262$637,5100.02%
436BROADRIDGE FINL SOLUTIONS INC COM11133T1032,609$634,1820.02%
437CENTERPOINT ENERGY INC COMCNP17,229$632,9930.02%
438AFLAC INC COMAFL5,955$628,0140.02%
439PUBLIC STORAGE COMPSA-PS2,131$625,2780.02%
440SCHLUMBERGER LTD COM ISIN# AN8068571086SLB18,312$618,9460.02%
441LAMB WESTON HLDGS INC COMLW11,930$618,5710.02%
442FREEPORT-MCMORAN INC CL BFCX14,239$617,2610.02%
443STERLING INFRASTRUCTURE INC COMSTRL2,635$607,9740.02%
444ISHARES TR CORE 10 PLUS YR USD BD ETF46428947912,221$603,9620.02%
445SELECT SECTOR SPDR TR INDL81369Y7044,083$602,3570.02%
446ONEOK INC NEW COMOKE7,217$589,1240.01%
447INVESCO EXCHANGE-TRADED FD TR WATER RES ETFIVZ8,424$588,9220.01%
448ISHARES TR JPMORGAN USD EMERGING MKTS BD ETF4642882816,333$586,5330.01%
449ISHARES TR RUSSELL 3000 ETF4642876891,670$586,1700.01%
450EBAY INC COMEBAY7,846$584,2130.01%
451VANGUARD WORLD FDS VANGUARD ENERGY ETF92204A3064,868$579,8760.01%
452SHOPIFY INC CL A ISIN#CA82509L1076SHOP5,000$576,7500.01%
453OMNICOM GROUP INC COMOMC7,923$569,9810.01%
454MONSTER BEVERAGE CORP NEW COMMNST8,965$561,5680.01%
455MID-AMER APT CMNTYS INC COM59522J1033,779$559,3300.01%
456AUTONATION INC COMAN2,790$554,2340.01%
457ISHARES TR CORE TOTAL USD BD MKT ETF46434V61311,776$544,4040.01%
458INTERNATIONAL FLAVORS & FRAGRANCES INC COM4595061017,284$535,7380.01%
459HARTFORD INS GROUP INC COMHIG-PG4,217$535,0110.01%
460PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF74348A4675,269$530,5380.01%
461EMCOR GROUP INC COMEME985$526,8670.01%
462VULCAN MATLS CO COM9291601092,003$522,4260.01%
463UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF8,532$521,9130.01%
464WESTERN DIGITAL CORP COMWDC8,075$516,7190.01%
465QXO INC COM PAR VALUE $0 00001 NEWQXO-PB23,707$510,6490.01%
466SCHWAB STRATEGIC TR US MID-CAP ETF80852450818,182$510,0050.01%
467ISHARES TR MSCI ACWI LOW CARBON TARGET ETF46434V4642,405$509,4270.01%
468COMFORT SYS USA INC COM199908104950$509,4000.01%
469VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF9220428746,561$508,4780.01%
470FORTINET INC COMFTNT4,767$503,9670.01%
471APPLOVIN CORP COM CL AAPP1,425$498,8640.01%
472APTIV PLC NEW ORD SH ISIN#JE00BTDN8H13APTV7,242$494,0490.01%
473KINDER MORGAN INC DEL COMEP-PC16,674$490,2160.01%
474CDW CORP COMCDW2,732$487,9080.01%
475ALTRIA GROUP INC COMMO8,281$485,5150.01%
476OTIS WORLDWIDE CORP COMOTIS4,891$484,3070.01%
477BLOCK H & R INC COMBSQKZ8,714$478,3110.01%
478VENTAS INC COMVTR7,362$464,9100.01%
479SIMON PPTY GROUP INC NEW COM8288061092,887$464,1140.01%
480GODADDY INC CL AGDDY2,577$464,0150.01%
481VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 2000 INDEX FD ETF SHS92206C6645,303$462,5280.01%
482QUANTA SVCS INC COM74762E1021,213$458,6110.01%
483CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113M224651042,068$457,5450.01%
484ALLISON TRANSMISSION HLDGS INC COMALSN4,796$455,5720.01%
485UNITED AIRLS HLDGS INC COMUNTCW5,699$453,8110.01%
486DELTA AIR LINES INC DEL COM NEWDAL9,199$452,4070.01%
487WELLTOWER INC COMWELL2,924$449,5070.01%
488TOYOTA MTR CO SPON ADRTOYOF2,578$444,0860.01%
489VANECK ETF TR SEMICONDUCTOR ETF92189F6761,571$438,1200.01%
490BANK NEW YORK MELLON CORP COM0640581004,796$436,9640.01%
491VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS9219328854,132$433,8190.01%
492SK TELECOM CO LTD SPONSORED ADR NEW ISIN#US78440P3064SKM18,577$433,7730.01%
493TRIMBLE INC COMTRMB5,688$432,1740.01%
494CONSOLIDATED EDISON INC COMED4,283$429,7990.01%
495INVESCO EXCHANGE-TRADED FD TR II FUNDAMENTAL HIGH YIELD CORPORATE ETFIVZ23,160$427,5340.01%
496FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FDFLEX10,647$427,0510.01%
497ASE INDL HLDG CO LTD SPONSORED ADR ISIN#US00215W1009ASX40,957$423,0860.01%
498MARTIN MARIETTA MATLS INC COM573284106767$421,0520.01%
499COCA COLA FEMSA SAB DE CV SPON ADR REPSTG 10 SHS SER LCOCSF4,312$417,1000.01%
500VANGUARD WORLD FDS VANGUARD FINLS ETF92204A4053,252$414,0040.01%