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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 COMBINATION REPORT (Amended)

PATHSTONE FAMILY OFFICE, LLC

Quarter ended Q4 2023 · Filed October 24, 2023 · Accession 0001085146-23-003872

Total Value
$5.54B
Positions
1,307
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR4642872001,077,956$411.2M7.81%
2MICROSOFT CORPMSFT995,143$196.4M3.73%
3COCA COLA COKO2,932,115$178.2M3.39%
4VANGUARD INDEX FDS9229086371,012,102$175.3M3.33%
5VANGUARD TAX-MANAGED FDS9219438583,972,366$159.5M3.03%
6SPDR S&P 500 ETF TRSPY487,691$156.9M2.98%
7UNITEDHEALTH GROUP INCUNH55,242$105.1M2.00%
8APPLE INCAAPL1,382,922$103.1M1.96%
9ISHARES TR4642878041,077,618$102.3M1.94%
10SPDR INDEX SHS FDS78463X8893,415,400$101.4M1.93%
11DIMENSIONAL ETF TRUST25434V6663,504,893$86.0M1.63%
12TJX COS INC NEW872540109289,220$82.4M1.57%
13DIMENSIONAL ETF TRUST25434V8803,394,415$73.2M1.39%
14VANGUARD INDEX FDS922908769365,777$68.2M1.30%
15VANGUARD INDEX FDS922908751359,012$67.1M1.27%
16ISHARES TR464287507260,662$62.8M1.19%
17ISHARES TR4642886461,200,031$60.3M1.15%
18DIMENSIONAL ETF TRUST25434V8312,507,988$60.2M1.14%
19SILICON LABORATORIES INCSLAB438,530$59.4M1.13%
20BERKSHIRE HATHAWAY INC DELBRK-A254$55.5M1.05%
21ORGANON & COOGN13,412$54.3M1.03%
22VANGUARD INDEX FDS922908363156,620$53.7M1.02%
23DIMENSIONAL ETF TRUST25434V7992,388,397$53.4M1.01%
24VANGUARD INDEX FDS922908629290,569$51.8M0.98%
25ISHARES INC46434G1031,193,255$50.2M0.95%
26DIMENSIONAL ETF TRUST25434V7241,423,621$47.7M0.91%
27TESLA INCTSLA364,153$44.9M0.85%
28ISHARES TR464287598213,492$43.3M0.82%
29ISHARES TR46434V4071,035,416$42.3M0.80%
30ISHARES TR46432F842488,033$40.4M0.77%
31NVIDIA CORPORATIONNVDA126,272$38.3M0.73%
32ALPHABET INCGOOG367,411$37.9M0.72%
33ISHARES TR464288158357,733$37.8M0.72%
34AMAZON COM INCAMZN544,859$37.5M0.71%
35ZIMVIE INC98888T1071,234$36.3M0.69%
36SPDR SER TR78468R721737,028$33.6M0.64%
37VANGUARD SCOTTSDALE FDS92206C714472,978$33.4M0.64%
38VANGUARD INDEX FDS922908736159,801$32.7M0.62%
39VANGUARD SPECIALIZED FUNDS921908844226,490$31.6M0.60%
40VISA INCV102,486$31.5M0.60%
41ISHARES TR46434V100653,499$31.3M0.59%
42SPDR INDEX SHS FDS78463X509901,684$29.8M0.57%
43ALPHABET INCGOOG380,745$29.6M0.56%
44MARSH & MCLENNAN COS INC571748102173,512$28.7M0.55%
45MERCK & CO INCMRK259,540$28.6M0.54%
46ISHARES TR464287457347,004$28.2M0.54%
47VANGUARD WORLD FDS92204A5043,446$26.7M0.51%
48DIMENSIONAL ETF TRUST25434V815991,277$24.6M0.47%
49HOME DEPOT INCHD92,055$21.8M0.41%
50WALGREENS BOOTS ALLIANCE INC93142710827,487$21.5M0.41%
51VANGUARD INDEX FDS92290859596,373$21.4M0.41%
52SELECT SECTOR SPDR TR81369Y8037,873$21.4M0.41%
53ISHARES TR464287465312,640$20.7M0.39%
54CARLYLE SECURED LENDING INCCGBD62,889$20.0M0.38%
55VANGUARD SCOTTSDALE FDS92206C102344,179$19.9M0.38%
56DIMENSIONAL ETF TRUST25434V740853,289$19.3M0.37%
57VANGUARD INTL EQUITY INDEX F922042858482,514$18.6M0.35%
58ISHARES TR46428761494,566$18.6M0.35%
59QUALCOMM INCQCOM52,255$17.9M0.34%
60ISHARES TR46429B366375,295$17.2M0.33%
61ISHARES TR46436E718168,317$16.9M0.32%
62VANGUARD BD INDEX FDS921937835158,053$16.2M0.31%
63ISHARES TR464287234413,349$16.2M0.31%
64VANGUARD INDEX FDS922908553190,125$16.2M0.31%
65DIMENSIONAL ETF TRUST25434V609367,008$16.1M0.31%
66VERIZON COMMUNICATIONS INCVZ242,166$16.0M0.30%
67DOMINION ENERGY INCD257,379$15.6M0.30%
68DISNEY WALT CO254687106178,890$15.3M0.29%
69LOWES COS INC548661107514,421$14.7M0.28%
70VANGUARD INDEX FDS92290874496,711$14.7M0.28%
71NORDSTROM INC655664100883,061$14.3M0.27%
72JOHNSON & JOHNSONJNJ130,255$13.9M0.26%
73MASTERCARD INCORPORATEDMA50,201$13.8M0.26%
74PEPSICO INCPEP94,275$13.5M0.26%
75ISHARES TR464288588144,317$13.4M0.25%
76COSTCO WHSL CORP NEW22160K10537,898$12.9M0.25%
77WISDOMTREE TRWT355,389$12.7M0.24%
78TIMKEN COTKR5,033$12.5M0.24%
79DIMENSIONAL ETF TRUST25434V823584,107$12.4M0.23%
80PROCTER AND GAMBLE CO74271810991,391$12.1M0.23%
81SPDR SER TR78464A6986,517$11.7M0.22%
82ISHARES TR464288273201,208$11.4M0.22%
83BANK AMERICA CORP060505104312,279$11.2M0.21%
84NORTHWEST BANCSHARES INC MDNWBI33,805$11.2M0.21%
85EXXON MOBIL CORPXOM144,728$10.8M0.20%
86VANGUARD SCOTTSDALE FDS92206C40916,657$10.7M0.20%
87ISHARES TR46428762241,482$10.7M0.20%
88ISHARES TR464288257103,236$10.5M0.20%
89BLACKROCK MUNIASSETS FD INCBLK4,288$10.5M0.20%
90BERKSHIRE HATHAWAY INC DELBRK-A80,127$10.5M0.20%
91ASGN INCASGN859,599$10.4M0.20%
92MARRIOTT INTL INC NEW571903202176,302$10.3M0.20%
93INVESCO EXCHANGE TRADED FD TIVZ64,445$10.0M0.19%
94DIMENSIONAL ETF TRUST25434V807328,615$10.0M0.19%
95ABBVIE INCABBV83,295$9.9M0.19%
96ISHARES TR46428816693,245$9.9M0.19%
97PFIZER INCPFE275,072$9.6M0.18%
98MCDONALDS CORPMCD56,406$9.6M0.18%
99NIKE INCNKE94,255$9.6M0.18%
100GLOBAL X FDS37954Y3841,700$9.5M0.18%
101ISHARES TR46428765548,538$9.3M0.18%
102SPROTT PHYSICAL GOLD TRSII22,746$9.3M0.18%
103BROADCOM INCAVGO21,394$9.2M0.18%
104STARBUCKS CORPSBUX112,393$8.9M0.17%
105EASTGROUP PPTYS INC27727610161,065$8.9M0.17%
106ISHARES TR46434V738182,732$8.7M0.16%
107JPMORGAN CHASE & COVYLD111,602$8.7M0.16%
108ACCENTURE PLC IRELANDACN37,657$8.7M0.16%
109CVS HEALTH CORPCVS138,339$8.6M0.16%
110ORACLE CORPORCL-PD155,963$8.6M0.16%
111TEXAS INSTRS INC88250810464,955$8.3M0.16%
112TARGET CORPTGT62,182$8.3M0.16%
113SCHWAB STRATEGIC TR808524706342,391$8.1M0.15%
114VANGUARD STAR FDS921909768151,026$8.0M0.15%
115ENERGY TRANSFER L PET-PI585,481$8.0M0.15%
116ARES CAPITAL CORPARCC35,970$7.9M0.15%
117DEERE & CODE23,340$7.9M0.15%
118COTERRA ENERGY INCCTRA59,263$7.8M0.15%
119UNITED PARCEL SERVICE INCUPS56,181$7.7M0.15%
120ISHARES TR464287150222,096$7.5M0.14%
121CISCO SYS INCCSCO221,908$7.5M0.14%
122INVESCO QQQ TRIVZ23,061$7.4M0.14%
123SCHWAB STRATEGIC TR808524409108,198$7.1M0.14%
124DIMENSIONAL ETF TRUST25434V708292,264$7.1M0.13%
125ISHARES TR46428748183,826$7.0M0.13%
126ISHARES INC46434G830259,153$7.0M0.13%
127PAYPAL HLDGS INCPYPL70,741$6.9M0.13%
128INTERNATIONAL BUSINESS MACHSINTR55,311$6.5M0.12%
129INVESCO EXCHANGE TRADED FD TIVZ50,649$6.5M0.12%
130ELEVANCE HEALTH INCELV17,284$6.5M0.12%
131LINDE PLCLIN20,129$6.5M0.12%
132VANECK ETF TRUST92189F106100,852$6.5M0.12%
133SCHWAB CHARLES CORPSCHW-PJ89,363$6.4M0.12%
134AT&T INCT-PC407,729$6.4M0.12%
135ADOBE SYSTEMS INCORPORATEDADBE27,088$6.3M0.12%
136ISHARES TR46435U366135$6.1M0.12%
137AUTOMATIC DATA PROCESSING INADP32,528$6.1M0.12%
138VANGUARD SCOTTSDALE FDS92206C66437,685$6.0M0.11%
139ISHARES TR46434V803220,710$6.0M0.11%
140ISHARES TR46428710134,870$5.9M0.11%
141VIATRIS INCVTRS29,238$5.9M0.11%
142BOEING COBA-PA40,585$5.8M0.11%
143DANAHER CORPORATION23585110233,794$5.7M0.11%
144SALESFORCE INCCRM53,837$5.6M0.11%
145AMERICAN EXPRESS COAXP52,658$5.6M0.11%
146CIGNA CORP NEW12552310020,665$5.6M0.11%
147CHEGG INCCHGG2,858$5.5M0.10%
148CHEVRON CORP NEWCVX56,823$5.5M0.10%
149VALERO ENERGY CORPVLO11,010$5.3M0.10%
150UNION PAC CORPUNP49,540$5.3M0.10%
151DIMENSIONAL ETF TRUST25434V658214,908$5.2M0.10%
152INVESCO EXCHANGE TRADED FD TIVZ0$5.2M0.10%
153PROSHARES TR74347B68072,739$5.2M0.10%
154COMCAST CORP NEWCCZ205,815$5.2M0.10%
155NETFLIX INCNFLX28,185$5.2M0.10%
156LILLY ELI & COLLY32,277$5.2M0.10%
157CATERPILLAR INCCAT29,395$5.1M0.10%
158MATADOR RES COMTDR88,499$5.1M0.10%
159ABBOTT LABSABLZF74,401$5.1M0.10%
160SOUTHERN COSOMN80,654$5.0M0.09%
161THERMO FISHER SCIENTIFIC INCTMO17,295$5.0M0.09%
162DIMENSIONAL ETF TRUST25434V203191,490$4.8M0.09%
163PROGRESSIVE CORP74331510338,420$4.8M0.09%
164VANGUARD WHITEHALL FDS92194640684,411$4.7M0.09%
165INGERSOLL RAND INCIR14,038$4.7M0.09%
166ELDORADO GOLD CORP NEW284902509114,435$4.6M0.09%
167VANGUARD INTL EQUITY INDEX F92204271860,377$4.6M0.09%
168WALMART INCWMT58,632$4.5M0.09%
169VORNADO RLTY TR92904210916,954$4.4M0.08%
170APPLIED MATLS INC03822210557,674$4.4M0.08%
171ISHARES TR46428841447,626$4.4M0.08%
172BLACKROCK INCBLK8,217$4.4M0.08%
173TEXAS PACIFIC LAND CORPORATITPL1,852$4.3M0.08%
174TRAVELERS COMPANIES INCTRV28,300$4.3M0.08%
175AMERICAN TOWER CORP NEW03027X10022,710$4.2M0.08%
176INTEL CORPINTC192,309$4.2M0.08%
177VANGUARD INDEX FDS92290861127,567$4.1M0.08%
178ASTRAZENECA PLCAZN60,873$4.1M0.08%
179META PLATFORMS INCMETA56,038$4.1M0.08%
180ANALOG DEVICES INCADI32,117$4.1M0.08%
181AGENUS INCAGEN2$4.1M0.08%
182PNC FINL SVCS GROUP INC69347510532,676$4.1M0.08%
183ATHIRA PHARMA INC04746L1041,815,540$4.1M0.08%
184AMGEN INCAMGN23,005$4.1M0.08%
185HONEYWELL INTL INC43851610633,107$4.1M0.08%
186BURFORD CAP LTDBUR498,312$4.1M0.08%
187RAYTHEON TECHNOLOGIES CORPRTX53,568$4.0M0.08%
188INTUITINTU13,638$4.0M0.08%
189CHUBB LIMITEDCB26,265$4.0M0.08%
190AMERICAN INTL GROUP INC02687478449,847$4.0M0.08%
191CABLE ONE INCCABO5,702$4.0M0.08%
192MORGAN STANLEYMS-PQ64,155$4.0M0.08%
193AFLAC INCAFL71,693$3.9M0.07%
194TAIWAN SEMICONDUCTOR MFG LTD87403910059,840$3.9M0.07%
195VANGUARD BD INDEX FDS92193782710,931$3.9M0.07%
196ISHARES GOLD TRIAU121,231$3.8M0.07%
197TWILIO INCTWLO7,979$3.7M0.07%
198ILLINOIS TOOL WKS INC45230810921,764$3.7M0.07%
199EATON CORP PLCETN30,404$3.6M0.07%
200VANGUARD SCOTTSDALE FDS92206C77119,521$3.6M0.07%
201GRAHAM HLDGS COGHM11,017$3.6M0.07%
202S&P GLOBAL INCSPGI18,126$3.5M0.07%
203VACASA INC91854V1072,794,958$3.5M0.07%
204T-MOBILE US INCTMUSZ34,558$3.5M0.07%
205PALANTIR TECHNOLOGIES INCPLTR75,358$3.5M0.07%
206AMERICAN WTR WKS CO INC NEW03042010326,021$3.5M0.07%
207FIRST SOLAR INCFSLR23,883$3.4M0.07%
208GENERAL ELECTRIC CO36960430133,330$3.4M0.06%
209ASML HOLDING N VASMLF7,169$3.3M0.06%
210BLACKSTONE INCBX46,290$3.3M0.06%
211L3HARRIS TECHNOLOGIES INCLHX17,217$3.3M0.06%
212EQUINIX INCEQIX6,863$3.3M0.06%
213NEXTERA ENERGY INCNEE-PW83,871$3.3M0.06%
214VANGUARD WORLD FD92191073349,288$3.2M0.06%
215SYSCO CORPSYY47,706$3.2M0.06%
216DOLLAR GEN CORP NEW25667710521,362$3.2M0.06%
217BRISTOL-MYERS SQUIBB COCELG-RI86,090$3.2M0.06%
218PALO ALTO NETWORKS INCPANW21,638$3.2M0.06%
219NORTHROP GRUMMAN CORPNOC4,957$3.1M0.06%
220DIGITAL WORLD ACQUISITION CODJTWW435$3.1M0.06%
221AMCOR PLCAMCCF282,265$3.1M0.06%
222CARRIER GLOBAL CORPORATIONCARR44,694$3.1M0.06%
223VANGUARD WORLD FDS92204A7026,049$3.1M0.06%
224ISHARES INC46428670792,451$3.1M0.06%
225PRUDENTIAL FINL INCPUKPF46,725$3.1M0.06%
226EMERSON ELEC COEMR39,400$3.0M0.06%
227YUM BRANDS INCYUM34,619$3.0M0.06%
228SUBURBAN PROPANE PARTNERS LSPH197,442$3.0M0.06%
229BECTON DICKINSON & COBDX18,774$3.0M0.06%
230IDEXX LABS INC45168D1049,262$3.0M0.06%
231VANGUARD SCOTTSDALE FDS92206C68028,549$3.0M0.06%
232CSX CORPCSX124,414$3.0M0.06%
233SCHWAB STRATEGIC TR80852479764,349$2.9M0.06%
234MCKESSON CORPMCK10,447$2.9M0.06%
235ENPHASE ENERGY INCENPH12,726$2.9M0.06%
236ISHARES TR46434V62127,144$2.9M0.06%
237AON PLCAON13,094$2.9M0.06%
238ROCKWELL AUTOMATION INCROK14,928$2.9M0.06%
239NOVO-NORDISK A SNONOF27,361$2.9M0.05%
240ACUMEN PHARMACEUTICALS INCABOS530,330$2.9M0.05%
241ISHARES INC46428674968,041$2.9M0.05%
242VANGUARD WORLD FDS92204A3063,256$2.8M0.05%
243PERMIAN BASIN RTY TR714236106109,600$2.8M0.05%
244SHERWIN WILLIAMS COSHW14,043$2.7M0.05%
245MCCORMICK & CO INCMKC-V46,862$2.7M0.05%
246BOOKING HOLDINGS INCBKNG2,072$2.7M0.05%
247KROGER COKR67,523$2.7M0.05%
248PACCAR INCPCAR33,422$2.7M0.05%
249COLGATE PALMOLIVE COCL36,534$2.7M0.05%
250SPDR SER TR78468R66331,281$2.7M0.05%
251GOLDMAN SACHS GROUP INCGSCE12,152$2.7M0.05%
252ADVANCED MICRO DEVICES INCAMD66,498$2.7M0.05%
253UNILEVER PLCUNLYF58,857$2.7M0.05%
254JOHNSON CTLS INTL PLCG5150210530,998$2.6M0.05%
255MONDELEZ INTL INC60920710571,347$2.6M0.05%
256LPL FINL HLDGS INC50212V10034,040$2.6M0.05%
257TRUIST FINL CORP89832Q10967,266$2.6M0.05%
258HDFC BANK LTDHDB37,891$2.6M0.05%
259PROLOGIS INC.PLDGP33,576$2.6M0.05%
260HIMS & HERS HEALTH INCHIMS125,704$2.6M0.05%
261GLOBAL PMTS INC37940X10235,081$2.6M0.05%
262REGENERON PHARMACEUTICALSREGN4,318$2.6M0.05%
263DIMENSIONAL ETF TRUST25434V716101,216$2.5M0.05%
264WELLS FARGO CO NEW949746101101,029$2.5M0.05%
265AUTODESK INCADSK16,947$2.5M0.05%
266VERTEX PHARMACEUTICALS INCVRTX13,564$2.5M0.05%
267ISHARES TR46434V647100,222$2.4M0.05%
268HUMANA INCHUM7,179$2.4M0.05%
269SERVICENOW INCNOW7,546$2.4M0.05%
270INVESTMENT MANAGERS SER TR I46144X10787,512$2.4M0.05%
271DIMENSIONAL ETF TRUST25434V10487,610$2.4M0.04%
272ZIMMER BIOMET HOLDINGS INCZBH7,798$2.4M0.04%
273CARMAX INCKMX39,529$2.4M0.04%
274TRANE TECHNOLOGIES PLCTT22,521$2.4M0.04%
275LOCKHEED MARTIN CORPLMT9,733$2.3M0.04%
276STRYKER CORPORATIONSYK13,907$2.3M0.04%
277MARVELL TECHNOLOGY INCMRVL24,961$2.3M0.04%
278ISHARES TR46428763016,450$2.3M0.04%
279ECOLAB INCECL16,166$2.3M0.04%
280EOG RES INCEOG22,395$2.3M0.04%
281AIR PRODS & CHEMS INCAIIR12,805$2.2M0.04%
282ENTERPRISE PRODS PARTNERS L293792107164,133$2.2M0.04%
283SHOPIFY INCSHOP26,443$2.1M0.04%
284LAM RESEARCH CORPLRCX8,053$2.1M0.04%
285DISCOVER FINL SVCS25470910829,321$2.1M0.04%
286DOCUSIGN INCDOCU44,348$2.1M0.04%
287INTUITIVE SURGICAL INCISRG11,798$2.1M0.04%
288CONOCOPHILLIPSCOP32,424$2.1M0.04%
289AMERIPRISE FINL INC03076C1068,333$2.0M0.04%
290DIMENSIONAL ETF TRUST25434V30293,065$2.0M0.04%
291WASTE MGMT INC DEL94106L10921,687$2.0M0.04%
292XYLEM INCXYL20,990$2.0M0.04%
293TOPGOLF CALLAWAY BRANDS CORP1311931043,339$2.0M0.04%
294FEDEX CORPFDX11,931$2.0M0.04%
295MARKEL CORPMKL1,517$2.0M0.04%
296BLOCK INCBSQKZ34,269$2.0M0.04%
297ISHARES TR46428747318,716$2.0M0.04%
298INTERCONTINENTAL EXCHANGE IN45866F10431,504$2.0M0.04%
299FORD MTR CO DEL345370860214,291$2.0M0.04%
300AMPHENOL CORP NEW03209510136,067$2.0M0.04%
301ROPER TECHNOLOGIES INCROP7,458$1.9M0.04%
302EBAY INC.EBAY57,300$1.9M0.04%
303MEDTRONIC PLCMDT36,492$1.9M0.04%
304GLOBAL X FDS37954Y87144,922$1.9M0.04%
305US BANCORP DELUSB-PS63,907$1.9M0.04%
306MID-AMER APT CMNTYS INC59522J10350,086$1.9M0.04%
307MONSTER BEVERAGE CORP NEWMNST26,313$1.8M0.04%
308NOVARTIS AGNVSEF25,724$1.8M0.04%
309QUEST DIAGNOSTICS INCDGX13,461$1.8M0.03%
310EPAM SYS INCEPAM7,488$1.8M0.03%
311UBER TECHNOLOGIES INCUBER57,325$1.8M0.03%
312ACTIVISION BLIZZARD INC00507V10938,970$1.8M0.03%
313ZOOM VIDEO COMMUNICATIONS INZM5,143$1.8M0.03%
314GRAINGER W W INC3848021043,971$1.8M0.03%
315DEVON ENERGY CORP NEW25179M10352,430$1.8M0.03%
316MICROCHIP TECHNOLOGY INC.MCHPP31,441$1.8M0.03%
317ALLSTATE CORPALL-PJ23,555$1.8M0.03%
318ZOETIS INCZTS18,306$1.8M0.03%
319MOODYS CORPMCO8,563$1.8M0.03%
320CONSTELLATION BRANDS INCSTZ9,615$1.8M0.03%
321PHILIP MORRIS INTL INC71817210945,415$1.8M0.03%
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