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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 Q3 2025 · Filed October 27, 2025 · Accession 0002052595-25-000069

Total Value
$4.44B
Positions
1,535
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR PORTFOLIO S&P 500 ETF78464A8544,554,909$356.8M8.18%
2ISHARES TR CORE MSCI EAFE ETF46432F8422,855,180$249.3M5.71%
3SPDR S&P 500 ETF TR TR UNITSPY322,250$214.7M4.92%
4VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF92206C7714,470,696$209.9M4.81%
5ISHARES TR U S TREAS BD ETF46429B2676,703,746$155.0M3.55%
6ISHARES TR CORE DIVID GROWTH ETF46434V6211,502,276$102.3M2.34%
7VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS921932505231,740$100.9M2.31%
8VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS921908844463,216$100.0M2.29%
9ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF4642886381,776,456$96.1M2.20%
10VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD92206C1021,615,766$95.1M2.18%
11VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF922908652451,129$94.4M2.16%
12ISHARES TR 1-3 YR TREAS BD ETF464287457930,109$77.2M1.77%
13MICROSOFT CORP COMMSFT121,410$62.9M1.44%
14ISHARES TR 20Plus YR TREAS BD ETF464287432633,358$56.6M1.30%
15VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD92206C409664,443$53.1M1.22%
16ISHARES INC CORE MSCI EMERGING MKTS ETF46434G103784,549$51.7M1.19%
17NVIDIA CORP COMNVDA274,334$51.2M1.17%
18ISHARES TR MSCI EAFE ETF464287465537,320$50.2M1.15%
19ISHARES TR 3-7 YR TREAS BD ETF464288661409,944$49.0M1.12%
20ISHARES TR CORE U S AGGREGATE BD ETF464287226473,087$47.4M1.09%
21VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836375,978$46.5M1.07%
22INVESCO QQQ TR UNIT SER 1IVZ76,864$46.1M1.06%
23ISHARES TR RUSSELL 1000 GROWTH ETF46428761496,637$45.3M1.04%
24ISHARES TR CORE S&P 500 ETF46428720062,615$41.9M0.96%
25ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF464288646717,937$38.1M0.87%
26VANGUARD INDEX FDS VANGUARD VALUE ETF922908744193,473$36.1M0.83%
27INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETFIVZ296,678$35.9M0.82%
28AMAZON COM INC COMAMZN157,075$34.5M0.79%
29VANGUARD INDEX FDS VANGUARD GROWTH ETF92290873666,510$31.9M0.73%
30META PLATFORMS INC CL AMETA41,064$30.2M0.69%
31APPLE INC COMAAPL117,771$30.0M0.69%
32ISHARES TR S&P 500 GROWTH ETF464287309245,036$29.6M0.68%
33JPMORGAN CHASE & CO COMVYLD85,006$26.8M0.61%
34VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS92206C870303,386$25.5M0.58%
35VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C680292206C680206,778$24.9M0.57%
36ISHARES TR IBOXX USD INVT GRADE CORP BD ETF464287242210,314$23.4M0.54%
37ALPHABET INC CL AGOOG93,820$22.8M0.52%
38SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF808524300703,345$22.4M0.51%
39ISHARES TR CORE S&P MID-CAP ETF464287507341,245$22.3M0.51%
40SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF808524797797,743$21.8M0.50%
41ISHARES TR RUSSELL 1000 VALUE ETF464287598106,602$21.7M0.50%
42ISHARES TR S&P 500 VALUE ETF46428740896,061$19.8M0.45%
43VANGUARD INDEX FDS VANGUARD MID-CAP ETF92290862967,063$19.7M0.45%
44SPDR GOLD TR GOLD SHSGLD52,289$18.6M0.43%
45BROADCOM INC COMAVGO55,734$18.4M0.42%
46ABBVIE INC COMABBV77,895$18.0M0.41%
47PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD72201R783182,180$17.4M0.40%
48VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF921937827214,364$16.9M0.39%
49PHILIP MORRIS INTL INC COM71817210996,482$15.6M0.36%
50ISHARES TR CORE S&P SMALL-CAP ETF464287804129,128$15.3M0.35%
51ISHARES TR INTL SELECT DIVID ETF INDEX FD464288448413,985$15.1M0.35%
52ISHARES TR RUSSELL 1000 ETF46428762240,424$14.8M0.34%
53ISHARES TR RUSSELL 2000 ETF46428765560,034$14.5M0.33%
54VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF92290875154,315$13.8M0.32%
55CHEVRON CORP NEW COMCVX86,495$13.4M0.31%
56SPDR SER TR S&P DIVID ETF78464A76393,300$13.1M0.30%
57ISHARES TR 7-10 YR TREAS BD ETF464287440134,506$13.0M0.30%
58JOHNSON & JOHNSON COMJNJ66,805$12.4M0.28%
59MASTERCARD INC CL AMA20,896$11.9M0.27%
60SPDR SER TR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF78468R739246,072$11.9M0.27%
61VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF921937819151,762$11.9M0.27%
62ISHARES TR CORE S&P U S VALUE ETF464287663117,184$11.7M0.27%
63DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF233051432310,029$11.5M0.26%
64VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF921937793159,024$11.3M0.26%
65ISHARES TR SHORT-TERM NATL MUN BD ETF FD464288158104,286$11.1M0.26%
66VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF921937835147,939$11.0M0.25%
67PROLOGIS INC COMPLDGP92,165$10.6M0.24%
68VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A70213,731$10.3M0.23%
69MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT106,274$10.1M0.23%
70VERIZON COMMUNICATIONS INC COMVZ221,336$9.7M0.22%
71WELLS FARGO & CO NEW COM949746101112,633$9.4M0.22%
72ISHARES TR CORE S&P U S GROWTH ETF46428767156,725$9.3M0.21%
73ISHARES TR SELECT DIVID ETF FD46428716864,568$9.2M0.21%
74SPDR SER TR NUVEEN BLOOMBERG MUN BD ETF78468R721198,474$9.0M0.21%
75NETFLIX INC COMNFLX7,377$8.8M0.20%
76CVS HEALTH CORP COMCVS116,729$8.8M0.20%
77ALPHABET INC CAP STK CL CGOOG35,805$8.7M0.20%
78VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL921946885126,322$8.5M0.19%
79AMPHENOL CORP NEW CL A03209510167,541$8.4M0.19%
80AMERICAN ELEC PWR CO INC COM02553710172,851$8.2M0.19%
81BANK AMER CORP COM060505104157,577$8.1M0.19%
82VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF922907746160,311$8.0M0.18%
83TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100387403910028,717$8.0M0.18%
84VISA INC COM CL AV23,029$7.9M0.18%
85BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A15,514$7.8M0.18%
86EXXON MOBIL CORP COMXOM68,395$7.7M0.18%
87VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876923,052$7.6M0.17%
88AMGEN INC COMAMGN26,285$7.4M0.17%
89GILEAD SCIENCES INC COMGILD65,256$7.2M0.17%
90RTX CORP COMRTX42,495$7.1M0.16%
91US BANCORP DEL COM NEWUSB-PS141,699$6.8M0.16%
92DUKE ENERGY CORP NEW COM NEWDUKB55,327$6.8M0.16%
93CISCO SYS INC COMCSCO99,734$6.8M0.16%
94WALMART INC COMWMT64,675$6.7M0.15%
95TESLA INC COMTSLA14,971$6.7M0.15%
96ENBRIDGE INC COM ISIN#CA29250N1050ENNPF130,375$6.6M0.15%
97HOME DEPOT INC COMHD15,849$6.4M0.15%
98NEXTERA ENERGY INC COMNEE-PW84,314$6.4M0.15%
99BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072110448107119,432$6.3M0.15%
100ISHARES TR NATL MUN BD ETF FD46428841459,438$6.3M0.15%
101AT&T INC COMT-PC223,324$6.3M0.14%
102SELECT SECTOR SPDR TR FINANCIAL81369Y605117,002$6.3M0.14%
103ISHARES TR SHORT TREAS BD ETF46428867956,792$6.3M0.14%
104WISDOMTREE TR EMERGING MKTS HIGH DIVID FDWT134,654$6.2M0.14%
105METLIFE INC COMMET-PF73,215$6.0M0.14%
106NATIONAL GRID PLC SPON ADR NEW 2017NMPWP82,441$6.0M0.14%
107PFIZER INC COMPFE233,680$6.0M0.14%
108KKR & CO INC COMKKRT45,770$5.9M0.14%
109HONEYWELL INTL INC COM43851610627,964$5.9M0.13%
110TOTALENERGIES SE SPONS ADR ISIN#US89151E1091TTE95,612$5.7M0.13%
111CUMMINS INC COMCMI13,475$5.7M0.13%
112SANOFI SPONS ADR ISIN#US80105N1054SNYNF120,147$5.7M0.13%
113ENTERGY CORP NEW COMENO60,335$5.6M0.13%
114GENERAL ELEC CO COM NEW36960430118,477$5.6M0.13%
115EMERSON ELEC CO COMEMR42,063$5.5M0.13%
116UBER TECHNOLOGIES INC COMUBER55,616$5.4M0.12%
117SPDR SER TR BLOOMBERG BARCLAYS SHORT TERM CORPORATE BD ETF78464A474179,751$5.4M0.12%
118ANALOG DEVICES INC COMADI22,017$5.4M0.12%
119PNC FINL SVCS GROUP INC COM69347510526,726$5.4M0.12%
120SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911SPOT7,378$5.1M0.12%
121GE VERNOVA INC COMGEV8,338$5.1M0.12%
122ABBOTT LABS COMABLZF38,250$5.1M0.12%
123PEPSICO INC COMPEP36,202$5.1M0.12%
124GALLAGHER ARTHUR J & CO COM36357610916,348$5.1M0.12%
125ISHARES TR RUSSELL MID-CAP GROWTH ETF46428748135,332$5.0M0.12%
126INTERNATIONAL BUSINESS MACHS CORP COMINTR17,812$5.0M0.12%
127ISHARES TR RUSSELL MID-CAP ETF46428749951,625$5.0M0.11%
128SPDR SER TR BLOOMBERG SHORT TERM HIGH YIELD BD ETF78468R408192,048$4.9M0.11%
129HASBRO INC COMHAS63,083$4.8M0.11%
130SCHWAB STRATEGIC TR US LARGE-CAP ETF808524201181,420$4.8M0.11%
131VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF92204285887,022$4.7M0.11%
132XCEL ENERGY INC COMXELLL58,455$4.7M0.11%
133TRUIST FINL CORP COM89832Q109102,849$4.7M0.11%
134BLACKROCK INC NEW COMBLK4,010$4.7M0.11%
135AUTODESK INC COMADSK14,695$4.7M0.11%
136PROCTER & GAMBLE CO COM74271810930,046$4.6M0.11%
137ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF46428851356,651$4.6M0.11%
138AMERICAN EXPRESS CO COMAXP13,807$4.6M0.11%
139FIRSTENERGY CORP COMFE98,910$4.5M0.10%
140LILLY ELI & CO COMLLY5,898$4.5M0.10%
141LPL FINL HLDGS INC COM50212V10013,455$4.5M0.10%
142VANGUARD INTL FD FTSE DEVELOPED MKTS ETF92194385874,631$4.5M0.10%
143CITIGROUP INC COM NEWC-PR43,692$4.4M0.10%
144ARISTA NETWORKS INC COM NEWANET30,000$4.4M0.10%
145APPLIED MATLS INC COM03822210521,196$4.3M0.10%
146MORGAN STANLEY COM NEWMS-PQ27,174$4.3M0.10%
147LINDE PLC NEW SHS ISIN#IE000S9YS762LIN9,080$4.3M0.10%
148CADENCE DESIGN SYS INC COMCDNS12,264$4.3M0.10%
149SELECT SECTOR SPDR TR TECHNOLOGY81369Y80315,280$4.3M0.10%
150CAPITAL ONE FINL CORP COM14040H10520,119$4.3M0.10%
151MICROCHIP TECHNOLOGY INC COMMCHPP65,744$4.2M0.10%
152INTUIT COMINTU6,182$4.2M0.10%
153COMCAST CORP NEW CL ACCZ131,105$4.1M0.09%
154EATON CORPORATION PLC SHS ISIN#IE00B8KQN827ETN10,988$4.1M0.09%
155WEC ENERGY GROUP INC COMWEC35,788$4.1M0.09%
156HUNTINGTON BANCSHARES INC COMHBANP227,534$3.9M0.09%
157REALTY INCOME CORP COMO64,581$3.9M0.09%
158MONDELEZ INTL INC CL A60920710562,648$3.9M0.09%
159BOSTON SCIENTIFIC CORP COMBSX40,077$3.9M0.09%
160MCDONALDS CORP COMMCD12,649$3.8M0.09%
161VICI PPTYS INC COM925652109117,067$3.8M0.09%
162GSK PLC SPONSORED ADR NEWGLAXF87,191$3.8M0.09%
163COCA COLA CO COMKO56,529$3.7M0.09%
164INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETFIVZ162,150$3.7M0.09%
165TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967TT8,844$3.7M0.09%
166O REILLY AUTOMOTIVE INC NEW COM67103H10734,524$3.7M0.09%
167INTERACTIVE BROKERS GROUP INC CL A - COM45841N10753,971$3.7M0.09%
168SCHWAB CHARLES CORP NEW COMSCHW-PJ38,712$3.7M0.08%
169SNAP ON INC COMSNA10,619$3.7M0.08%
170KLA CORP COMKLAC3,397$3.7M0.08%
171TORO CO COMTORO47,684$3.6M0.08%
172SPDR SER TR SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW78468R66339,197$3.6M0.08%
173COLUMBIA BKG SYS INC COM197236102138,635$3.6M0.08%
174VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD92206C70659,120$3.5M0.08%
175ORACLE CORP COMORCL-PD12,619$3.5M0.08%
176UNION PAC CORP COMUNP14,938$3.5M0.08%
177MICRON TECHNOLOGY INC COMMU20,902$3.5M0.08%
178SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X848100,030$3.5M0.08%
179VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C71438,535$3.4M0.08%
180BANK OF MONTREAL06367110126,239$3.4M0.08%
181HOWMET AEROSPACE INC COMHWM17,411$3.4M0.08%
182VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF92204277547,537$3.4M0.08%
183VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108168,430$3.4M0.08%
184LOCKHEED MARTIN CORP COMLMT6,767$3.4M0.08%
185DISNEY WALT CO DISNEY COM25468710629,291$3.4M0.08%
186TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076TRPRF60,918$3.3M0.08%
187EQUIFAX INC COMEFX12,907$3.3M0.08%
188PAYCHEX INC COMPAYX26,082$3.3M0.08%
189ISHARES TR MSCI EAFE VALUE ETF46428887748,717$3.3M0.08%
190AMERIPRISE FINL INC COM03076C1066,605$3.2M0.07%
191VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF92290863710,338$3.2M0.07%
192KIMBERLY-CLARK CORP COMKMB25,427$3.2M0.07%
193MARKEL GROUP INC COMMKL1,646$3.1M0.07%
194HCA HEALTHCARE INC COMHCA7,345$3.1M0.07%
195AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079AMCCF377,846$3.1M0.07%
196INTERCONTINENTAL EXCHANGE INC COM45866F10418,183$3.1M0.07%
197ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74ALLE16,933$3.0M0.07%
198COLGATE PALMOLIVE CO COMCL36,616$2.9M0.07%
199PPL CORP COMPPLC78,354$2.9M0.07%
200UNITED RENTALS INC COMURI2,967$2.8M0.06%
201CHENIERE ENERGY INC COM NEWLNG12,013$2.8M0.06%
202PINNACLE WEST CAP CORP COMPNW31,265$2.8M0.06%
203NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086NTR47,414$2.8M0.06%
204GOLDMAN SACHS GROUP INC COMGSCE3,475$2.8M0.06%
205BERKLEY W R CORP COMWRB-PH36,059$2.8M0.06%
206ISHARES TR CORE S&P TOTAL U S STK MKT ETF46428715018,623$2.7M0.06%
207SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050RYDAF37,769$2.7M0.06%
208PARKER-HANNIFIN CORP COMPH3,552$2.7M0.06%
209VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS92202080552,742$2.7M0.06%
210ISHARES TR S&P SMALL-CAP 600 GROWTH ETF46428788718,621$2.6M0.06%
211UNITEDHEALTH GROUP INC COMUNH7,538$2.6M0.06%
212SS&C TECHNOLOGIES HLDGS INC COMSSNC28,955$2.6M0.06%
213BECTON DICKINSON & CO COMBDX13,661$2.6M0.06%
214ISHARES TR MSCI EAFE GROWTH ETF46428888521,811$2.5M0.06%
215SELECT SECTOR SPDR TR UTILS81369Y88628,454$2.5M0.06%
216CME GROUP INC COMCME9,123$2.5M0.06%
217THERMO FISHER SCIENTIFIC INC COMTMO5,025$2.4M0.06%
218BENTLEY SYS INC CL BBSY46,756$2.4M0.06%
219BP PLC SPONS ADRBPPFF69,481$2.4M0.05%
220TJX COS INC NEW COM87254010916,427$2.4M0.05%
221L3HARRIS TECHNOLOGIES INC COMLHX7,773$2.4M0.05%
222SALESFORCE INC COMCRM9,941$2.4M0.05%
223ZURN ELKAY WTR SOLUTIONS CORP COM98983L10849,735$2.3M0.05%
224ISHARES SILVER TR ISHARESSLV54,396$2.3M0.05%
225CBRE GROUP INC CL ACBRE14,460$2.3M0.05%
226COSTCO WHSL CORP NEW COM22160K1052,415$2.2M0.05%
227SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTMDY3,699$2.2M0.05%
228ROLLINS INC COMROL37,052$2.2M0.05%
229TELEDYNE TECHNOLOGIES INC COMTDY3,709$2.2M0.05%
230STRYKER CORP COMMONSYK5,804$2.1M0.05%
231VANGUARD ADMIRAL FDS INC S&P 500 VALUE INDEX FD ETF SHS92193270310,725$2.1M0.05%
232VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF92290861110,246$2.1M0.05%
233ISHARES GOLD TR ISHARES NEWIAU29,254$2.1M0.05%
234SPDR SER TR BLOOMBERG BARCLAYS INTER TERM CORPORATE BD ETF78464A37561,579$2.1M0.05%
235VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF92290855322,826$2.1M0.05%
236MERCK & CO INC NEW COMMRK24,481$2.1M0.05%
237AUTOMATIC DATA PROCESSING INC COMADP6,977$2.0M0.05%
238HERSHEY CO COMHSY10,945$2.0M0.05%
239CONOCOPHILLIPS COMCOP21,622$2.0M0.05%
240CRH PLC SHS ISIN#IE0001827041CRH16,868$2.0M0.05%
241ALEXANDRIA REAL ESTATE EQUITIES INC COM01527110924,138$2.0M0.05%
242BOOKING HLDGS INC COMBKNG372$2.0M0.05%
243DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF20,796$2.0M0.05%
244UNIVERSAL DISPLAY CORP COMOLED13,800$2.0M0.05%
245HEWLETT PACKARD ENTERPRISE CO COMHPE-PC80,321$2.0M0.05%
246PHILLIPS 66 COMPSX14,088$1.9M0.04%
247INTUITIVE SURGICAL INC COM NEWISRG4,253$1.9M0.04%
248SPDR INDEX SHS FDS S&P EMERGING MKTS ETF78463X50940,522$1.9M0.04%
249PROGRESSIVE CORP OH COM7433151037,670$1.9M0.04%
250SERVICENOW INC COMNOW2,035$1.9M0.04%
251SOUTHERN CO COMSOMN19,611$1.9M0.04%
252FIRST CTZNS BANCSHARES INC CL A31946M1031,036$1.9M0.04%
253ISHARES INC MSCI WORLD INDEX FD46428639210,193$1.9M0.04%
254NOVARTIS AG SPONSORED ADRNVSEF14,398$1.8M0.04%
255UNITED THERAPEUTICS CORP DEL COMUTHR4,381$1.8M0.04%
256GUIDEWIRE SOFTWARE INC COMGWRE7,879$1.8M0.04%
257TRAVELERS COS INC COMTRV6,462$1.8M0.04%
258NORDSON CORP COMNDSN7,932$1.8M0.04%
259POOL CORP COMPOOL5,775$1.8M0.04%
260TRIMBLE INC COMTRMB21,784$1.8M0.04%
261ISHARES TR S&P MIDCAP 400 VALUE ETF46428770513,655$1.8M0.04%
262CSX CORP COMCSX49,660$1.8M0.04%
263FIDELITY NATL INFORMATION SVCS INC COM31620M10626,396$1.7M0.04%
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360FLEX LTD ORD SHS ISIN#SG9999000020FLEX17,373$1.0M0.02%
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363ISHARES TR S&P SMALL-CAP 600 VALUE ETF4642878799,003$995,6160.02%
364AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54AON2,788$994,1960.02%
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368APPLOVIN CORP COM CL AAPP1,365$980,8070.02%
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376ISHARES TR BIOTECHNOLOGY ETF4642875566,508$939,5600.02%
377SCHWAB STRATEGIC TR US SMALL-CAP ETF80852460733,625$938,1370.02%
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379AMERICAN INTL GROUP INC COM NEW02687478411,777$924,9660.02%
380DIAMONDBACK ENERGY INC COMFANG6,461$924,5690.02%
381COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH13,642$914,9690.02%
382ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34ACN3,705$913,6530.02%
383NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI3,961$902,0390.02%
384PPG INDS INC COM6935061078,512$894,6960.02%
385SEALED AIR CORP NEW COMSE25,173$889,8660.02%
386HAMILTON LANE INC CL AHLNE6,580$886,9180.02%
387VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF9229085952,965$882,4430.02%
388FIDELITY NATL FINL INC NEW FNF GROUP COMFNF14,554$880,3710.02%
389SERVICETITAN INC CL ATTAN8,730$880,2460.02%
390VULCAN MATLS CO COM9291601092,854$878,0620.02%
391FAIR ISAAC CORPORATION COMFICO583$872,4770.02%
392SCHWAB STRATEGIC TR US AGGREGATE BD ETF80852483936,884$865,6670.02%
393DYNATRACE INC COMDT17,716$858,3400.02%
394EXPONENT INC COMEXPO12,242$850,5740.02%
395SONY GROUP CORP AMERN SH NEW ISIN#US8356993076SNEJF29,477$848,6430.02%
396KENVUE INC COMKVUE51,993$843,8470.02%
397SYSCO CORP COMSYY10,106$832,1180.02%
398PALO ALTO NETWORKS INC COMPANW4,065$827,7150.02%
399DEXCOM INC COMDXCM12,287$826,7920.02%
400LYONDELLBASELL INDUSTRIES N V ORD SHS CL ALYB16,824$825,0490.02%
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402WESCO INTL INC COM95082P1053,870$818,5050.02%
403MIDDLEBY CORP COMMIDD5,936$789,0720.02%
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405POST HLDGS INC COMPOST7,277$782,1320.02%
406QUEST DIAGNOSTICS INC COMDGX4,057$773,2650.02%
407OMNICOM GROUP INC COMOMC9,406$766,8710.02%
408GODADDY INC CL AGDDY5,573$762,5540.02%
409THE TRADE DESK INC COM CL A88339J10515,424$755,9300.02%
410COPART INC COMCPRT16,779$754,5520.02%
411ALLSTATE CORP COMALL-PJ3,471$745,0500.02%
412EOG RES INC COMEOG6,625$742,7780.02%
413LAMB WESTON HLDGS INC COMLW12,723$738,9520.02%
414BLACKSTONE INC COMBX4,318$737,7300.02%
415MANULIFE FINL CORP COM ISIN#CA56501R106456501R10623,486$731,5890.02%
416KEYSIGHT TECHNOLOGIES INC COMKEYS4,174$730,1160.02%
417VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS9220427425,280$727,5840.02%
418VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF9229085124,145$723,5880.02%
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420SHOPIFY INC CL A ISIN#CA82509L1076SHOP4,830$717,7860.02%
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422PAYPAL HLDGS INC COMPYPL10,649$714,1140.02%
423AVALONBAY CMNTYS INC COMAWX3,666$708,1610.02%
424CIGNA GROUP COM1255231002,454$707,3660.02%
425ISHARES TR ESG AWARE MSCI USA ETF46435G4254,827$702,8110.02%
426VERTEX PHARMACEUTICALS INC COMVRTX1,791$701,4400.02%
427SNOWFLAKE INC COMSNOW3,101$699,3760.02%
428INVESCO EXCHANGE-TRADED FD TR WATER RES ETFIVZ9,536$687,6410.02%
429FEDEX CORP COMFDX2,895$682,6700.02%
430ISHARES TR 10-20 YR TREAS BD ETF4642886536,515$670,9810.02%
431S&P GLOBAL INC COMSPGI1,352$658,0320.02%
432MARTIN MARIETTA MATLS INC COM5732841061,040$655,4910.02%
433FORTIVE CORP COMFTV13,348$653,9190.01%
434LABCORP HLDGS INC COMLH2,271$651,9130.01%
435EBAY INC COMEBAY7,139$649,2920.01%
436SCHLUMBERGER LTD COM ISIN# AN8068571086SLB18,716$643,2690.01%
437CENTERPOINT ENERGY INC COMCNP16,578$643,2260.01%
438MSC INDL DIRECT INC CL A5535301066,920$637,6090.01%
439LEGG MASON ETF INVT TR FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF52468230911,565$631,5970.01%
440STERLING INFRASTRUCTURE INC COMSTRL1,851$628,7480.01%
441CORPAY INC COMCPAY2,178$627,3950.01%
442REXFORD INDL RLTY INC COM76169C10015,248$626,8450.01%
443CAMPBELL SOUP CO COMCPB19,726$622,9470.01%
444VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS9219328855,628$621,2620.01%
445UNITED PARCEL SVC INC CL BUPS7,399$618,0130.01%
446ROCKWELL AUTOMATION INC COMROK1,743$609,2310.01%
447MOTOROLA SOLUTIONS INC COM NEWMSI1,304$596,3060.01%
448FREEPORT-MCMORAN INC CL BFCX15,112$592,6730.01%
449ALTRIA GROUP INC COMMO8,942$590,7090.01%
450APTIV PLC NEW ORD SH ISIN#JE00BTDN8H13APTV6,835$589,3140.01%
451KEURIG DR PEPPER INC COMKDP23,099$589,2550.01%
452UNITED AIRLS HLDGS INC COMUNTCW6,084$587,1060.01%
453PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF74348A4675,588$575,9040.01%
454BANK NEW YORK MELLON CORP COM0640581005,250$572,0400.01%
455AXON ENTERPRISE INC COMAXON790$566,9360.01%
456WELLTOWER INC COMWELL3,174$565,4160.01%
457BROADRIDGE FINL SOLUTIONS INC COM11133T1032,367$563,8630.01%
458VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF9220428747,038$561,6320.01%
459PRIMORIS SVCS CORP COM74164F1034,082$560,5810.01%
460VANGUARD WORLD FDS VANGUARD ENERGY ETF92204A3064,440$558,8180.01%
461IQVIA HLDGS INC COMIQV2,938$558,0440.01%
462EVERGY INC COMEVRG7,326$556,9100.01%
463LENNAR CORP CL ALEN-B4,414$556,3410.01%
464C H ROBINSON WORLDWIDE INC COM NEWCHRW4,148$549,1950.01%
465KINDER MORGAN INC DEL COMEP-PC19,394$549,0460.01%
466UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF9,197$545,2030.01%
467SIMON PPTY GROUP INC NEW COM8288061092,861$536,9240.01%
468SAP SE SPONSORED ADR ISIN#US8030542042SAPGF2,005$535,7830.01%
469STMICROELECTRONICS NV SHS N Y REGISTRYSTMEF18,855$532,8420.01%
470LAZARD INC COMLAZ10,075$531,7590.01%
471AUTONATION INC COMAN2,430$531,6110.01%
472DELTA AIR LINES INC DEL COM NEWDAL9,361$531,2370.01%
473MCCORMICK & CO INC COM NON VTGMKC-V7,922$530,0610.01%
474TOYOTA MTR CO SPON ADRTOYOF2,762$527,7910.01%
475SELECT SECTOR SPDR TR INDL81369Y7043,421$527,6550.01%
476HARTFORD INS GROUP INC COMHIG-PG3,949$526,7570.01%
477MAPLEBEAR INC COMCART14,322$526,4770.01%
478ISHARES TR MSCI ACWI LOW CARBON TARGET ETF46434V4642,298$521,3470.01%
479OTIS WORLDWIDE CORP COMOTIS5,602$512,1910.01%
480SCHWAB STRATEGIC TR US MID-CAP ETF80852450817,273$511,9720.01%
481ASE INDL HLDG CO LTD SPONSORED ADR ISIN#US00215W1009ASX45,856$508,5430.01%
482VENTAS INC COMVTR7,144$500,0090.01%
483COMFORT SYS USA INC COM199908104605$499,2340.01%
484PG&E CORP COMPCG-PX33,020$497,9420.01%
485DUPONT DE NEMOURS INC COMDD6,391$497,8920.01%
486EMCOR GROUP INC COMEME763$495,5990.01%
487ISHARES TR ESG AWARE MSCI EAFE ETF46435G5165,323$494,9330.01%
488TRANSDIGM GROUP INC COMTDG374$492,9390.01%
489QUANTA SVCS INC COM74762E1021,183$490,2590.01%
490IRON MTN INC NEW COM46284V1014,755$484,7250.01%
491ISHARES TR CORE TOTAL USD BD MKT ETF46434V61310,368$484,2890.01%
492INVESCO EXCHANGE-TRADED FD TR II FUNDAMENTAL HIGH YIELD CORPORATE ETFIVZ26,015$483,3590.01%
493CROWN HLDGS INC COMCCK5,002$483,1430.01%
494EXELIXIS INC COMEXEL11,632$480,4020.01%
495INTEL CORP COMINTC14,200$476,3990.01%
496ISHARES TR RUSSELL 2000 VALUE ETF4642876302,690$475,6190.01%
497EDISON INTL COM2810201078,558$473,0860.01%
498NORFOLK SOUTHN CORP COM6558441081,557$467,7380.01%
499DOORDASH INC CL ADASH1,712$465,6800.01%
500PULTEGROUP INC COM7458671013,493$461,5300.01%