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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 Q4 2025 · Filed February 5, 2026 · Accession 0002052595-26-000006

Total Value
$4.69B
Positions
1,632
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A8544,917,441$394.5M8.55%
2ISHARES TR CORE MSCI EAFE ETF46432F8423,132,601$280.2M6.07%
3VANGUARD SCOTTSDALE FDS VANGUARD MTG BACKED SECS ETF92206C7714,959,574$233.5M5.06%
4SPDR S&P 500 ETF TR TR UNITSPY308,557$210.4M4.56%
5ISHARES TR U S TREAS BD ETF46429B2677,473,456$172.1M3.73%
6ISHARES TR CORE DIVID GROWTH ETF46434V6211,722,529$119.6M2.59%
7VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS921932505256,585$114.1M2.47%
8ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF4642886382,073,892$111.7M2.42%
9VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF922908652517,375$108.2M2.34%
10VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD92206C1021,792,608$105.3M2.28%
11VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS921908844469,285$103.1M2.23%
12ISHARES TR 1-3 YR TREAS BD ETF464287457908,470$75.2M1.63%
13ISHARES TR 20plus YR TREAS BD ETF464287432700,484$61.1M1.32%
14MICROSOFT CORP COMMSFT121,067$58.6M1.27%
15ISHARES INC CORE MSCI EMERGING MKTS ETF46434G103844,550$56.8M1.23%
16ISHARES TR MSCI EAFE ETF464287465552,162$53.0M1.15%
17NVIDIA CORP COMNVDA284,017$53.0M1.15%
18VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD92206C409633,324$50.5M1.09%
19ISHARES TR 3-7 YR TREAS BD ETF464288661413,848$49.4M1.07%
20ISHARES TR CORE U S AGGREGATE BD ETF464287226491,983$49.1M1.06%
21VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836377,056$48.3M1.05%
22ISHARES TR RUSSELL 1000 GROWTH ETF464287614100,000$47.3M1.03%
23ISHARES TR CORE S&P 500 ETF46428720065,485$44.9M0.97%
24INVESCO QQQ TR UNIT SER 1IVZ70,440$43.3M0.94%
25ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF464288646815,286$43.1M0.93%
26INVESCO EXCHANGE-TRADED FD TR II S&P 500 MOMENTUM ETFIVZ340,032$40.6M0.88%
27VANGUARD INDEX FDS VANGUARD VALUE ETF922908744196,244$37.5M0.81%
28AMAZON COM INC COMAMZN156,133$36.0M0.78%
29APPLE INC COMAAPL125,746$34.2M0.74%
30ISHARES TR RUSSELL 1000 VALUE ETF464287598155,876$32.8M0.71%
31VANGUARD INDEX FDS VANGUARD GROWTH ETF92290873664,050$31.2M0.68%
32ALPHABET INC CL AGOOG96,766$30.3M0.66%
33VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 GROWTH INDEX FD ETF SHS ISIN#US92206C680292206C680240,652$29.3M0.63%
34ISHARES TR S&P 500 GROWTH ETF464287309229,265$28.3M0.61%
35VANGUARD INDEX FDS VANGUARD MID-CAP ETF92290862997,091$28.2M0.61%
36SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF808524300844,739$27.6M0.60%
37VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS92206C870323,846$27.1M0.59%
38JPMORGAN CHASE & CO COMVYLD83,509$26.9M0.58%
39ISHARES TR IBOXX USD INVT GRADE CORP BD ETF464287242215,231$23.7M0.51%
40META PLATFORMS INC CL AMETA34,557$22.8M0.49%
41BROADCOM INC COMAVGO64,927$22.5M0.49%
42ISHARES TR CORE S&P MID-CAP ETF464287507328,581$21.7M0.47%
43SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF808524797743,973$20.4M0.44%
44ISHARES TR S&P 500 VALUE ETF46428740889,749$19.0M0.41%
45PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD72201R783198,764$18.8M0.41%
46SPDR GOLD TR GOLD SHSGLD46,098$18.3M0.40%
47ISHARES TR INTL SELECT DIVID ETF INDEX FD464288448460,223$18.2M0.39%
48VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF921937827216,461$17.1M0.37%
49ISHARES TR RUSSELL 2000 ETF46428765568,651$16.9M0.37%
50ABBVIE INC COMABBV68,073$15.6M0.34%
51ISHARES TR RUSSELL 1000 ETF46428762240,104$15.0M0.32%
52VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF92290875156,994$14.7M0.32%
53PHILIP MORRIS INTL INC COM71817210990,288$14.5M0.31%
54ISHARES TR SHORT-TERM NATL MUN BD ETF FD464288158132,212$14.1M0.31%
55ISHARES TR CORE S&P SMALL-CAP ETF464287804116,814$14.0M0.30%
56DBX ETF TR X TRACKERS USD HIGH YIELD CORP BF ETF233051432376,965$13.9M0.30%
57ISHARES TR 7-10 YR TREAS BD ETF464287440137,240$13.2M0.29%
58CHEVRON CORP NEW COMCVX80,003$12.2M0.26%
59VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF921937819156,294$12.2M0.26%
60MASTERCARD INC CL AMA20,657$11.8M0.26%
61VANGUARD BD INDEX FDS VANGUARD LONG TERM BD ETF921937793168,129$11.7M0.25%
62SPDR SER TR STATE STREET SPDR S&P DIVID ETF78464A76383,160$11.6M0.25%
63SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF78468R739238,126$11.4M0.25%
64SPDR SER TR STATE STREET SPDR NUVEEN BLOOMBERG MUN BD ETF78468R721246,457$11.3M0.24%
65VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF921937835152,009$11.3M0.24%
66JOHNSON & JOHNSON COMJNJ54,168$11.2M0.24%
67PROLOGIS INC COMPLDGP87,108$11.1M0.24%
68ALPHABET INC CAP STK CL CGOOG34,909$11.0M0.24%
69ISHARES TR CORE S&P U S VALUE ETF464287663105,148$10.8M0.23%
70MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT108,167$10.4M0.23%
71WELLS FARGO & CO NEW COM949746101110,711$10.3M0.22%
72GILEAD SCIENCES INC COMGILD83,200$10.2M0.22%
73VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A70213,544$10.2M0.22%
74ISHARES TR CORE S&P U S GROWTH ETF46428767156,547$9.5M0.21%
75VANGUARD WHITEHALL FDS EMERGING MKT GOVT BD INDEX FD ETF CL921946885139,246$9.4M0.20%
76ISHARES TR SELECT DIVID ETF FD46428716863,820$9.0M0.20%
77CVS HEALTH CORP COMCVS111,339$8.8M0.19%
78TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100387403910028,608$8.7M0.19%
79BANK AMER CORP COM060505104156,612$8.6M0.19%
80VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C71492,907$8.6M0.19%
81ISHARES TR NATL MUN BD ETF FD46428841478,128$8.4M0.18%
82VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF922907746165,360$8.3M0.18%
83BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A16,320$8.2M0.18%
84CISCO SYS INC COMCSCO104,964$8.1M0.18%
85EXXON MOBIL CORP COMXOM64,732$7.8M0.17%
86AMPHENOL CORP NEW CL A03209510156,312$7.6M0.16%
87RTX CORP COMRTX41,315$7.6M0.16%
88AMGEN INC COMAMGN22,859$7.5M0.16%
89WISDOMTREE TR EMERGING MKTS HIGH DIVID FDWT159,540$7.5M0.16%
90US BANCORP DEL COM NEWUSB-PS132,644$7.1M0.15%
91ISHARES TR MSCI EAFE VALUE ETF46428887798,908$7.1M0.15%
92TESLA INC COMTSLA15,430$6.9M0.15%
93CUMMINS INC COMCMI13,515$6.9M0.15%
94WALMART INC COMWMT60,985$6.8M0.15%
95AMERICAN ELEC PWR CO INC COM02553710158,849$6.8M0.15%
96ISHARES TR RUSSELL MID-CAP GROWTH ETF46428748148,896$6.7M0.15%
97VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876919,782$6.6M0.14%
98NEXTERA ENERGY INC COMNEE-PW81,649$6.6M0.14%
99BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072110448107113,560$6.4M0.14%
100SELECT SECTOR SPDR TR STATE STREET FINL SELECT SECTOR SPDR ETF81369Y605116,210$6.4M0.14%
101VANGUARD INDEX FDS VANGUARD LARGE-CAP ETF92290863719,866$6.3M0.14%
102SPDR SER TR STATE STR SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF78464A474201,883$6.1M0.13%
103VISA INC COM CL AV17,358$6.1M0.13%
104VERIZON COMMUNICATIONS INC COMVZ148,620$6.1M0.13%
105DUKE ENERGY CORP NEW COM NEWDUKB51,589$6.0M0.13%
106LILLY ELI & CO COMLLY5,567$6.0M0.13%
107NATIONAL GRID PLC SPON ADR NEW 2017NMPWP76,432$5.9M0.13%
108ANALOG DEVICES INC COMADI21,636$5.9M0.13%
109SPDR SER TR STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BD ETF78468R408231,614$5.9M0.13%
110TOTALENERGIES SE SHS ISIN#FR0000120271TTE88,930$5.8M0.13%
111CME GROUP INC COMCME21,228$5.8M0.13%
112METLIFE INC COMMET-PF73,166$5.8M0.13%
113GOLDMAN SACHS GROUP INC COMGSCE6,459$5.7M0.12%
114ENBRIDGE INC COM ISIN#CA29250N1050ENNPF116,307$5.6M0.12%
115HONEYWELL INTL INC COM43851610628,529$5.6M0.12%
116GENERAL ELEC CO COM NEW36960430117,967$5.5M0.12%
117THERMO FISHER SCIENTIFIC INC COMTMO9,530$5.5M0.12%
118UBER TECHNOLOGIES INC COMUBER67,242$5.5M0.12%
119ENTERGY CORP NEW COMENO58,636$5.4M0.12%
120VANGUARD INTL FD FTSE DEVELOPED MKTS ETF92194385883,460$5.2M0.11%
121PNC FINL SVCS GROUP INC COM69347510524,915$5.2M0.11%
122ISHARES TR RUSSELL MID-CAP ETF46428749952,895$5.1M0.11%
123HASBRO INC COMHAS61,895$5.1M0.11%
124MICRON TECHNOLOGY INC COMMU17,751$5.1M0.11%
125SCHWAB STRATEGIC TR US LARGE-CAP ETF808524201186,757$5.0M0.11%
126INTERNATIONAL BUSINESS MACHS CORP COMINTR16,960$5.0M0.11%
127HOME DEPOT INC COMHD14,588$5.0M0.11%
128PEPSICO INC COMPEP34,471$4.9M0.11%
129SANOFI SPONS ADR ISIN#US80105N1054SNYNF101,009$4.9M0.11%
130AUTODESK INC COMADSK16,306$4.8M0.10%
131PAYCHEX INC COMPAYX43,007$4.8M0.10%
132CITIGROUP INC COM NEWC-PR41,066$4.8M0.10%
133AMERICAN EXPRESS CO COMAXP12,951$4.8M0.10%
134ABBOTT LABS COMABLZF37,053$4.6M0.10%
135AT&T INC COMT-PC186,392$4.6M0.10%
136TRUIST FINL CORP COM89832Q10993,939$4.6M0.10%
137VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF92204285885,833$4.6M0.10%
138PFIZER INC COMPFE184,275$4.6M0.10%
139MORGAN STANLEY COM NEWMS-PQ25,542$4.5M0.10%
140EMERSON ELEC CO COMEMR34,155$4.5M0.10%
141SELECT SECTOR SPDR TR STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y80331,451$4.5M0.10%
142SPOTIFY TECHNOLOGY SA REGISTERED SHS ISIN#LU1778762911SPOT7,788$4.5M0.10%
143KKR & CO INC COMKKRT34,448$4.4M0.10%
144ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF46428851354,319$4.4M0.09%
145ISHARES TR 0-1 YR TREAS BD ETF46428867939,030$4.3M0.09%
146MCDONALDS CORP COMMCD13,970$4.3M0.09%
147ISHARES INC MSCI WORLD INDEX FD46428639222,912$4.3M0.09%
148VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD92206C70670,885$4.2M0.09%
149APPLIED MATLS INC COM03822210516,110$4.1M0.09%
150CAPITAL ONE FINL CORP COM14040H10517,073$4.1M0.09%
151MERCK & CO INC NEW COMMRK39,014$4.1M0.09%
152FIRSTENERGY CORP COMFE91,450$4.1M0.09%
153BLACKROCK INC NEW COMBLK3,800$4.1M0.09%
154ARISTA NETWORKS INC COM NEWANET30,945$4.1M0.09%
155MICROCHIP TECHNOLOGY INC COMMCHPP62,413$4.0M0.09%
156INTERCONTINENTAL EXCHANGE INC COM45866F10424,179$3.9M0.08%
157SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTMDY6,383$3.9M0.08%
158SCHWAB CHARLES CORP NEW COMSCHW-PJ38,272$3.8M0.08%
159COLUMBIA BKG SYS INC COM197236102135,927$3.8M0.08%
160SPDR SER TR STATE STREET SPDR BLOOMBERG 1-3 MNTH T BILL ETF NEW78468R66341,475$3.8M0.08%
161LINDE PLC NEW SHS ISIN#IE000S9YS762LIN8,795$3.8M0.08%
162PROCTER & GAMBLE CO COM74271810926,028$3.7M0.08%
163UNION PAC CORP COMUNP15,985$3.7M0.08%
164SPDR INDEX SHS FDS MSCI ACWI EX-US ETF78463X848102,718$3.7M0.08%
165COCA COLA CO COMKO52,517$3.7M0.08%
166INVESCO EXCHANGE-TRADED FD TR II NATL AMT-FREE MUN BD ETFIVZ157,959$3.7M0.08%
167GE VERNOVA INC COMGEV5,574$3.6M0.08%
168VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108168,801$3.6M0.08%
169XCEL ENERGY INC COMXELLL48,913$3.6M0.08%
170HOWMET AEROSPACE INC COMHWM17,575$3.6M0.08%
171GALLAGHER ARTHUR J & CO COM36357610913,588$3.5M0.08%
172SNAP ON INC COMSNA10,137$3.5M0.08%
173MARKEL GROUP INC COMMKL1,622$3.5M0.08%
174GSK PLC SPONSORED ADR NEWGLAXF70,787$3.5M0.08%
175TORO CO COMTORO43,931$3.5M0.07%
176ISHARES TR CORE S&P TOTAL U S STK MKT ETF46428715023,094$3.4M0.07%
177CADENCE DESIGN SYS INC COMCDNS10,982$3.4M0.07%
178COMCAST CORP NEW CL ACCZ114,428$3.4M0.07%
179INTUIT COMINTU5,144$3.4M0.07%
180LPL FINL HLDGS INC COM50212V1009,523$3.4M0.07%
181FIDELITY COVINGTON TR ENHANCED SMALL CAP ETF31609A20689,756$3.4M0.07%
182VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF92204277544,742$3.3M0.07%
183VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS92202080566,505$3.3M0.07%
184WEC ENERGY GROUP INC COMWEC31,136$3.3M0.07%
185DISNEY WALT CO DISNEY COM25468710628,799$3.3M0.07%
186NETFLIX INC COMNFLX34,836$3.3M0.07%
187ISHARES SILVER TR ISHARESSLV50,546$3.3M0.07%
188HCA HEALTHCARE INC COMHCA6,922$3.2M0.07%
189REALTY INCOME CORP COMO55,754$3.1M0.07%
190O REILLY AUTOMOTIVE INC NEW COM67103H10734,097$3.1M0.07%
191TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076TRPRF56,183$3.1M0.07%
192INTERACTIVE BROKERS GROUP INC CL A - COM45841N10747,145$3.0M0.07%
193BOSTON SCIENTIFIC CORP COMBSX31,678$3.0M0.07%
194PARKER-HANNIFIN CORP COMPH3,371$3.0M0.06%
195AMERIPRISE FINL INC COM03076C1066,001$2.9M0.06%
196ISHARES TR MBS ETF46428858830,743$2.9M0.06%
197CATERPILLAR INC COMCAT5,107$2.9M0.06%
198ISHARES TR BIOTECHNOLOGY ETF46428755617,225$2.9M0.06%
199LOCKHEED MARTIN CORP COMLMT6,007$2.9M0.06%
200BECTON DICKINSON & CO COMBDX14,673$2.8M0.06%
201VICI PPTYS INC COM925652109100,146$2.8M0.06%
202SHELL PLC SPONSORED ADR REPSTG ORD SH ISIN#US7802593050RYDAF38,241$2.8M0.06%
203NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086NTR44,670$2.8M0.06%
204TEXAS INSTRS INC COM88250810415,768$2.7M0.06%
205VANECK ETF TR SEMICONDUCTOR ETF92189F6767,519$2.7M0.06%
206L3HARRIS TECHNOLOGIES INC COMLHX9,212$2.7M0.06%
207VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF92290861112,591$2.7M0.06%
208SS&C TECHNOLOGIES HLDGS INC COMSSNC30,025$2.6M0.06%
209KLA CORP COMKLAC2,145$2.6M0.06%
210MONDELEZ INTL INC CL A60920710548,081$2.6M0.06%
211COLGATE PALMOLIVE CO COMCL32,503$2.6M0.06%
212ISHARES TR MSCI EAFE GROWTH ETF46428888522,395$2.6M0.06%
213TJX COS INC NEW COM87254010916,469$2.5M0.05%
214UNITEDHEALTH GROUP INC COMUNH7,663$2.5M0.05%
215SPDR SER TR STATE STREET SPDR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEX78468R10186,215$2.5M0.05%
216PPL CORP COMPPLC72,072$2.5M0.05%
217ISHARES TR S&P SMALL-CAP 600 GROWTH ETF46428788717,786$2.5M0.05%
218CARDINAL HEALTH INC COMCAH12,195$2.5M0.05%
219SHOPIFY INC CL A ISIN#CA82509L1076SHOP15,443$2.5M0.05%
220MONSTER BEVERAGE CORP NEW COMMNST32,309$2.5M0.05%
221VANGUARD ADMIRAL FDS INC S&P 500 VALUE INDEX FD ETF SHS92193270312,014$2.5M0.05%
222PINNACLE WEST CAP CORP COMPNW27,542$2.4M0.05%
223UNITED RENTALS INC COMURI2,969$2.4M0.05%
224ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74ALLE15,022$2.4M0.05%
225EQUIFAX INC COMEFX10,951$2.4M0.05%
226BP PLC SPONS ADRBPPFF68,261$2.4M0.05%
227BANK OF MONTREAL06367110118,264$2.4M0.05%
228CBRE GROUP INC CL ACBRE14,620$2.4M0.05%
229HUNTINGTON BANCSHARES INC COMHBANP135,460$2.4M0.05%
230FIRST CTZNS BANCSHARES INC CL A31946M1031,092$2.3M0.05%
231UNILEVER PLC SPONSORED ADR NEW 2025 ISIN#US9047678035UNLYF35,577$2.3M0.05%
232INTUITIVE SURGICAL INC COM NEWISRG4,061$2.3M0.05%
233ISHARES TR S&P MIDCAP 400 VALUE ETF46428770517,425$2.3M0.05%
234VANGUARD WHITEHALL FDS INTL HIGH DIVID YIELD ETF FD92194679425,389$2.3M0.05%
235ISHARES INC MSCI BIC ETF46428665751,381$2.3M0.05%
236NOVARTIS AG SPONSORED ADRNVSEF16,296$2.2M0.05%
237SPDR SER TR STATE STR SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE78464A37565,979$2.2M0.05%
238SELECT SECTOR SPDR TR STATE STREET UTILITIES SELECT SECTOR SPDR ETF81369Y88651,286$2.2M0.05%
239CHENIERE ENERGY INC COM NEWLNG11,217$2.2M0.05%
240ORACLE CORP COMORCL-PD11,158$2.2M0.05%
241AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079AMCCF259,398$2.2M0.05%
242ADVANCED MICRO DEVICES INC COMAMD9,969$2.1M0.05%
243BERKLEY W R CORP COMWRB-PH30,437$2.1M0.05%
244ISHARES GOLD TR ISHARES NEWIAU26,059$2.1M0.05%
245COSTCO WHSL CORP NEW COM22160K1052,445$2.1M0.05%
246VANGUARD SCOTTSDALE FDS VANGUARD LONG-TERM CORPORATE BOND INDEX FUND92206C81327,555$2.1M0.05%
247APPLOVIN CORP COM CL AAPP3,095$2.1M0.05%
248TRANE TECHNOLOGIES PLC SHS ISIN#IE00BK9ZQ967TT5,314$2.1M0.04%
249DOLLAR GEN CORP NEW COM25667710514,967$2.0M0.04%
250SALESFORCE INC COMCRM7,501$2.0M0.04%
251VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF92290855322,325$2.0M0.04%
252CONOCOPHILLIPS COMCOP21,048$2.0M0.04%
253MCKESSON CORP COMMCK2,396$2.0M0.04%
254GENERAL MTRS CO COM37045V10024,134$2.0M0.04%
255ZURN ELKAY WTR SOLUTIONS CORP COM98983L10842,084$2.0M0.04%
256WISDOMTREE TR US QUALITY DIVID GROWTH FDWT21,704$1.9M0.04%
257HEWLETT PACKARD ENTERPRISE CO COMHPE-PC80,769$1.9M0.04%
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352AMERICAN INTL GROUP INC COM NEW02687478412,243$1.0M0.02%
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355ISHARES TR S&P MIDCAP 400 GROWTH ETF46428760610,585$1.0M0.02%
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365KRAFT HEINZ CO COMKHC41,081$996,2090.02%
366WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211WTW3,023$993,3580.02%
367WESCO INTL INC COM95082P1054,048$990,3030.02%
368PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD72201R20518,229$978,1680.02%
369MARSH & MCLENNAN COS INC COM5717481025,250$973,9800.02%
370DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF11,267$972,0040.02%
371MONOLITHIC PWR SYS INC COM6098391051,059$959,8350.02%
372ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34ACN3,564$956,2210.02%
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376SCHWAB STRATEGIC TR US AGGREGATE BD ETF80852483939,993$934,6360.02%
377MARATHON PETE CORP COMMARA5,687$924,8770.02%
378CROWN HLDGS INC COMCCK8,880$914,3740.02%
379SHERWIN-WILLIAMS CO COMSHW2,782$901,5540.02%
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381VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF9229085952,951$891,5270.02%
382ZEBRA TECHNOLOGIES CORP CL AZBRA3,666$890,1780.02%
383KEURIG DR PEPPER INC COMKDP31,436$880,5220.02%
384PROSHARES TR S&P 500 DIVID ARISTOCRATS ETF74348A4678,427$876,9460.02%
385ASE INDL HLDG CO LTD SPONSORED ADR ISIN#US00215W1009ASX54,286$874,0050.02%
386VERALTO CORP COMVLTO8,736$871,6780.02%
387JACOBS SOLUTIONS INC COMJ6,577$871,1890.02%
388ARES MGMT CORP COM CL AARES-PB5,375$868,7610.02%
389US FOODS HLDG CORP COMUSFD11,274$849,1580.02%
390DATADOG INC CL ADDOG6,207$844,0900.02%
391DIAMONDBACK ENERGY INC COMFANG5,571$837,4880.02%
392PALO ALTO NETWORKS INC COMPANW4,545$837,1890.02%
393VERTEX PHARMACEUTICALS INC COMVRTX1,843$835,5570.02%
394HARTFORD INS GROUP INC COMHIG-PG6,033$831,3470.02%
395FIDELITY NATL FINL INC NEW FNF GROUP COMFNF15,100$824,3090.02%
396VULCAN MATLS CO COM9291601092,885$822,9660.02%
397MANULIFE FINL CORP COM ISIN#CA56501R106456501R10622,336$810,3500.02%
398BROOKFIELD RENEWABLE CORPORATION REGISTERED SHS -A- ISIN#CA11285B1085BEPC20,838$798,9290.02%
399UNIVERSAL DISPLAY CORP COMOLED6,809$795,1550.02%
400AIR PRODS & CHEMS INC COMAIIR3,215$794,1770.02%
401TOYOTA MTR CO SPON ADR ISIN#US8923313071TOYOF3,626$776,1820.02%
402AIRBNB INC CL A COMABNB5,600$760,0320.02%
403ALLSTATE CORP COMALL-PJ3,595$748,2990.02%
404FORTIVE CORP COMFTV13,452$742,6850.02%
405S&P GLOBAL INC COMSPGI1,419$741,5550.02%
406ADOBE SYS INC COMADBE2,107$737,4290.02%
407CARLYLE GROUP INC COMCGABL12,473$737,2790.02%
408SITEONE LANDSCAPE SUPPLY INC COMSITE5,805$723,0710.02%
409DYNATRACE INC COMDT16,608$719,7910.02%
410VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS9220427425,039$710,8010.02%
411ISHARES TR ESG AWARE MSCI USA ETF46435G4254,742$706,5290.02%
412CHEMED CORP NEW COMCHE1,650$705,9690.02%
413POOL CORP COMPOOL3,075$703,4060.02%
414VANGUARD ADMIRAL FDS INC S&P MIDCAP 400 INDEX FD ETF SHS9219328856,279$702,0360.02%
415AVALONBAY CMNTYS INC COMAWX3,845$697,1370.02%
416LEGG MASON ETF INVT TR FRANKLIN CLEARBRIDGE ENHANCED INCOME ETF52468230912,406$672,2480.01%
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418MARTIN MARIETTA MATLS INC COM5732841061,069$665,6240.01%
419INVESCO EXCHANGE-TRADED FD TR WATER RES ETFIVZ9,449$665,2990.01%
420NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIPNONOF13,063$664,6350.01%
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422ISHARES TR 10-20 YR TREAS BD ETF4642886536,513$662,1770.01%
423ENCOMPASS HEALTH CORP COMEHC6,201$658,1740.01%
424SAMSARA INC CL AIOT18,470$654,7620.01%
425IQVIA HLDGS INC COMIQV2,902$654,1400.01%
426QUEST DIAGNOSTICS INC COMDGX3,700$642,1350.01%
427EOG RES INC COMEOG6,109$641,4900.01%
428APOLLO GLOBAL MGMT INC NEW COM03769M1064,349$629,5610.01%
429SLB LIMITED COM ISIN#AN8068571086SLB16,369$628,2420.01%
430BLACKSTONE INC COMBX4,071$627,5040.01%
431OTIS WORLDWIDE CORP COMOTIS7,179$627,0860.01%
432REXFORD INDL RLTY INC COM76169C10016,148$625,2510.01%
433EBAY INC COMEBAY7,169$624,4200.01%
434AMERICAN TOWER CORP NEW COM03027X1003,547$622,7470.01%
435BANK NEW YORK MELLON CORP COM0640581005,361$622,3580.01%
436VANGUARD INTL EQUITY INDEX FDS FTSE EUROPE ETF9220428747,375$616,6240.01%
437DELTA AIR LINES INC DEL COM NEWDAL8,868$615,4390.01%
438HAMILTON LANE INC CL AHLNE4,534$608,9620.01%
439UNITED AIRLS HLDGS INC COMUNTCW5,410$604,9460.01%
440KEYSIGHT TECHNOLOGIES INC COMKEYS2,954$600,2230.01%
441HUNTINGTON INGALLS INDS INC COM4464131061,764$599,8830.01%
442INDEXIQ ACTIVE ETF TR IQ MACKAY MUN INTERMEDIATE ETF45409F82724,459$595,0870.01%
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444STAG INDL INC COM85254J10216,047$589,8880.01%
445FLEX LTD ORD SHS ISIN#SG9999000020FLEX9,750$589,0950.01%
446MOTOROLA SOLUTIONS INC COM NEWMSI1,532$587,2460.01%
447C H ROBINSON WORLDWIDE INC COM NEWCHRW3,645$585,9700.01%
448ROCKWELL AUTOMATION INC COMROK1,492$580,4920.01%
449RIO TINTO PLC SPONSORED ADR ISIN#US7672041008RTNTF7,233$578,8190.01%
450MSC INDL DIRECT INC CL A5535301066,802$572,0480.01%
451ROYAL CARIBBEAN GROUP ISIN#LR0008862868V7780T1032,047$570,9490.01%
452CAMPBELL SOUP CO COMCPB20,471$570,5270.01%
453INTEL CORP COMINTC15,246$562,5650.01%
454MAPLEBEAR INC COMCART12,451$560,0460.01%
455CENTERPOINT ENERGY INC COMCNP14,566$558,4600.01%
456CHOICE HOTELS INTL INC COM1699051065,862$558,4140.01%
457HUBBELL INC COMHUBB1,246$553,3610.01%
458VANGUARD WORLD FDS VANGUARD ENERGY ETF92204A3064,390$552,7890.01%
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460COPART INC COMCPRT14,072$550,9190.01%
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464PAYPAL HLDGS INC COMPYPL9,288$542,2260.01%
465SCHWAB STRATEGIC TR US MID-CAP ETF80852450818,017$541,7710.01%
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467ISHARES TR RUSSELL 2000 VALUE ETF4642876302,986$541,1340.01%
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469OLD DOMINION FREIGHT LINE INC COMODFL3,441$539,5490.01%
470INTERNATIONAL FLAVORS & FRAGRANCES INC COM4595061018,002$539,2550.01%
471QXO INC COM PAR VALUE $0 00001 NEWQXO-PB27,748$535,2590.01%
472UNITED PARCEL SVC INC CL BUPS5,368$532,4220.01%
473PG&E CORP COMPCG-PX32,477$521,9050.01%
474ROSS STORES INC COMROST2,885$519,7040.01%
475PRIMORIS SVCS CORP COM74164F1034,183$519,2780.01%
476EVERGY INC COMEVRG7,151$518,3640.01%
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478KENVUE INC COMKVUE29,759$513,3440.01%
479ISHARES TR LOW CARBON OPTIMIZED MSCI ACWI ETF46434V4642,217$511,0850.01%
480JONES LANG LASALLE INC COMJLL1,513$509,0790.01%
481ALLISON TRANSMISSION HLDGS INC COMALSN5,180$507,1220.01%
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483QUANTA SVCS INC COM74762E1021,196$504,7840.01%
484EXPONENT INC COMEXPO7,248$503,4460.01%
485ISHARES TR ESG AWARE MSCI EAFE ETF46435G5165,292$503,2060.01%
486MUELLER INDS INC COM6247561024,268$489,9660.01%
487COMFORT SYS USA INC COM199908104517$482,5110.01%
488CORPAY INC COMCPAY1,598$480,8860.01%
489COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH5,779$479,6570.01%
490ISHARES TR CORE UNIVERSAL USD BD ETF46434V61310,151$472,4280.01%
491BANCO BILBAO VIZCAYA ARGENTARIA SA ISIN#US05946K1016 APONSORED ADRBBVXF20,189$470,6060.01%
492VEEVA SYS INC CL A COMVEEV2,101$469,0870.01%
493BROADRIDGE FINL SOLUTIONS INC COM11133T1032,084$465,1930.01%
494AUTOZONE INC COMAZO137$464,6360.01%
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496SELECT SECTOR SPDR TR STATE STREET INDL SELECT SECTOR SPDR ETF81369Y7042,975$461,5160.01%
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500CONSOLIDATED EDISON INC COMED4,542$451,1110.01%