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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

Waterfront Wealth Inc.

Quarter ended Q4 2023 · Filed November 9, 2023 · Accession 0001085146-23-004228

Total Value
$305.5M
Positions
246
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (246)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A31,775$10.7M3.50%
2ISHARES TR46436E71889,249$9.0M2.93%
3DIMENSIONAL ETF TRUST25434V708312,346$8.0M2.61%
4APPLE INCAAPL45,614$7.9M2.59%
5ADAMS DIVERSIFIED EQUITY FD006212104397,199$6.5M2.13%
6UNITED PARCEL SERVICE INCUPS41,751$6.2M2.03%
7COMMERCE BANCSHARES INCCBSH137,399$6.1M2.00%
8JEFFERIES FINL GROUP INC47233W109165,252$5.3M1.73%
9PROSHARES TR74347R248108,744$5.3M1.72%
10DIMENSIONAL ETF TRUST25434V799218,578$4.9M1.60%
11BLACKROCK ENHANCED INTL DIVBLK997,508$4.8M1.56%
12MICROSOFT CORPMSFT14,301$4.7M1.54%
13DIMENSIONAL ETF TRUST25434V732201,464$4.5M1.48%
14VANGUARD INDEX FDS92290836311,406$4.4M1.44%
15ISHARES TR464289180235,821$4.3M1.41%
16DIMENSIONAL ETF TRUST25434V50082,666$4.1M1.34%
17ABRDN TOTAL DYNAMIC DIVIDENDAOD560,308$4.0M1.31%
18BLACKROCK LTD DURATION INCOMBLK318,209$4.0M1.30%
19DIMENSIONAL ETF TRUST25434V831154,739$3.9M1.29%
20ALPHABET INCGOOG26,967$3.7M1.21%
21DIMENSIONAL ETF TRUST25434V765163,521$3.7M1.21%
22FIRST TR EXCHANGE-TRADED FD33733E10439,889$2.9M0.95%
23KKR & CO INCKKRT52,190$2.9M0.94%
24ROYCE VALUE TR INCRVT237,215$2.8M0.93%
25SPDR S&P 500 ETF TRSPY6,716$2.8M0.93%
26VANGUARD SCOTTSDALE FDS92206C70643,912$2.5M0.81%
27DIMENSIONAL ETF TRUST25434V10482,715$2.4M0.79%
28AMERICAN CENTY ETF TR02507260447,043$2.4M0.79%
29BROOKFIELD CORP11271J10778,491$2.4M0.79%
30BLACKROCK MUN TARGET TERM TRBLK123,179$2.4M0.78%
31HEWLETT PACKARD ENTERPRISE CHPE-PC156,197$2.4M0.78%
32SCHWAB STRATEGIC TR80852475577,296$2.4M0.78%
33UNION PAC CORPUNP11,199$2.3M0.76%
34FIRST TR EXCHANGE TRAD FD VI33739H10197,526$2.3M0.76%
35AMERICAN CENTY ETF TR02507270342,041$2.3M0.74%
36TEMPLETON EMERGING MKTS INCO880192109501,178$2.2M0.72%
37AMERICAN CENTY ETF TR02507287729,290$2.2M0.71%
38WISDOMTREE TRWT38,401$2.1M0.69%
39SUZANO S ASUZ194,467$2.1M0.69%
40ALLY FINL INC02005N10086,753$2.0M0.66%
41AMAZON COM INCAMZN14,541$1.8M0.61%
42NOKIA CORPNOKBF571,282$1.8M0.59%
43BLACKROCK ENHANCED EQUITY DIBLK243,694$1.7M0.57%
44TELEFONICA BRASIL SAVIV190,079$1.7M0.56%
45MACYS INC55616P104147,954$1.7M0.55%
46EMBRAER S.A.EMBJ113,682$1.6M0.53%
47AMERICAN CENTY ETF TR02507280229,042$1.6M0.52%
48CANADIAN PACIFIC KANSAS CITYCP22,580$1.6M0.52%
49ORANGEORANY138,723$1.6M0.52%
50KYNDRYL HLDGS INCKD109,461$1.6M0.51%
51GENERAL MTRS CO37045V10053,002$1.6M0.51%
52CRITEO S ACRTO54,968$1.5M0.51%
53EXXON MOBIL CORPXOM14,148$1.5M0.50%
54SANOFISNYNF29,135$1.5M0.50%
55VANGUARD INTL EQUITY INDEX F92204285839,876$1.5M0.49%
56INTERNATIONAL BUSINESS MACHSINTR11,027$1.5M0.49%
57MICRON TECHNOLOGY INCMU22,104$1.5M0.48%
58VIATRIS INCVTRS163,483$1.5M0.47%
59SCHWAB STRATEGIC TR80852450822,389$1.4M0.47%
60FIRST TR EXCHANGE-TRADED FD33738R60533,135$1.4M0.46%
61BLACKROCK CR ALLOCATION INCOBLK154,369$1.4M0.46%
62SCHWAB STRATEGIC TR80852476329,782$1.4M0.45%
63UNUM GROUPUNMA27,602$1.3M0.44%
64XPERI INCXPER156,474$1.3M0.44%
65CANADIAN SOLAR INCCSIQ62,705$1.3M0.43%
66BUNGE LIMITEDBG12,940$1.3M0.43%
67DAQO NEW ENERGY CORPDQ53,598$1.3M0.43%
68INTEL CORPINTC38,018$1.3M0.42%
69NETFLIX INCNFLX3,107$1.3M0.41%
70SCHWAB STRATEGIC TR80852474841,005$1.3M0.41%
71VANGUARD SCOTTSDALE FDS92206C87016,731$1.2M0.41%
72HANESBRANDS INC410345102282,034$1.2M0.41%
73JPMORGAN CHASE & COVYLD8,734$1.2M0.40%
74PROGRESSIVE CORP7433151038,023$1.2M0.40%
75ALIBABA GROUP HLDG LTDBBAAY14,754$1.2M0.39%
76CONDUENT INCCNDT377,380$1.2M0.38%
77BLACKROCK FLOATING RATE INCBLK96,483$1.2M0.38%
78PIMCO ETF TR72201R77513,172$1.1M0.37%
79VODAFONE GROUP PLC NEW92857W308122,441$1.1M0.37%
80WISDOMTREE TRWT41,433$1.1M0.37%
81JAZZ PHARMACEUTICALS PLCJAZZ8,530$1.1M0.36%
82CONSTELLATION BRANDS INCSTZ4,642$1.1M0.35%
83PHILIP MORRIS INTL INC71817210911,553$1.1M0.34%
84TEREX CORP NEWTEX21,808$1.0M0.34%
85ZIMMER BIOMET HOLDINGS INCZBH9,875$1.0M0.34%
86BLACKSTONE INCBX11,100$1.0M0.34%
87MORGAN STANLEYMS-PQ14,474$1.0M0.34%
88BLACKROCK INCBLK1,678$1.0M0.34%
89BAIDU INCBAIDF9,576$1.0M0.34%
90ABBVIE INCABBV7,129$1.0M0.34%
91WISDOMTREE TRWT22,926$1.0M0.33%
92AMERICAN CENTY ETF TR02507288514,166$1.0M0.33%
93ENTERPRISE PRODS PARTNERS L29379210736,129$992,6390.32%
94UNITEDHEALTH GROUP INCUNH1,901$989,5700.32%
95PAYPAL HLDGS INCPYPL18,455$988,8190.32%
96THE CIGNA GROUP1255231003,284$987,5680.32%
97LAS VEGAS SANDS CORPLVS20,929$975,5390.32%
98CISCO SYS INCCSCO18,469$967,3870.32%
99EA SERIES TRUST02072L53255,203$958,8760.31%
100INTERCONTINENTAL EXCHANGE IN45866F1048,888$956,5700.31%
101CHEVRON CORP NEWCVX5,948$955,9630.31%
102EMERSON ELEC COEMR10,532$951,3360.31%
103HILTON WORLDWIDE HLDGS INCHLT6,283$930,6360.30%
104COCA COLA COKO17,085$924,4860.30%
105HARMONIC INCHLIT82,816$887,3730.29%
106MICROCHIP TECHNOLOGY INC.MCHPP11,878$886,3640.29%
107BANCO SANTANDER S.A.BCDRF245,143$877,6110.29%
108VANGUARD INDEX FDS9229087363,234$877,2100.29%
109ISHARES TR4642876143,296$876,0770.29%
110CELESTICA INCCLS33,870$874,3540.29%
111VANGUARD TAX-MANAGED FDS92194385820,246$854,5990.28%
112CANADIAN NAT RES LTD13638510113,037$843,4850.28%
113VANGUARD INDEX FDS9229087446,270$840,3360.28%
114ELECTRONIC ARTS INCEA6,604$837,2040.27%
115VISA INCV3,561$828,3780.27%
116TESLA INCTSLA3,783$800,6000.26%
117MASTERCARD INCORPORATEDMA2,055$790,7430.26%
118CARLYLE GROUP INCCGABL27,840$773,6740.25%
119AON PLCAON2,457$769,7160.25%
120AUTODESK INCADSK3,831$767,8290.25%
121RESTAURANT BRANDS INTL INC76131D10311,549$762,9440.25%
122SOUTHERN COSOMN11,569$757,0780.25%
123CITIGROUP INCC-PR19,368$752,4680.25%
124SCHLUMBERGER LTDSLB12,609$740,9550.24%
125MARVELL TECHNOLOGY INCMRVL14,977$735,5180.24%
126TRACTOR SUPPLY COTSCO3,647$723,1540.24%
127HESS CORPHESM4,333$701,0660.23%
128KRAFT HEINZ COKHC22,243$692,3970.23%
129SABRA HEALTH CARE REIT INCSBRA48,969$690,4610.23%
130HOOKER FURNISHINGS CORPORATIHOFT39,612$686,8730.22%
131FIRST MERCHANTS CORPFRMEP25,642$686,1800.22%
132DROPBOX INCDBX25,709$684,7590.22%
133ISHARES TR4642872001,605$678,8190.22%
134WALMART INCWMT4,194$675,2520.22%
135DOMINION ENERGY INCD17,012$671,7580.22%
136NASDAQ INCNDAQ13,287$662,1140.22%
137LOWES COS INC5486611073,511$660,6400.22%
138KROGER COKR15,226$658,3900.22%
139THERMO FISHER SCIENTIFIC INCTMO1,412$655,8180.21%
140ELI LILLY & COLLY1,133$655,6650.21%
141FIRST TR EXCHANGE-TRADED FD33738R50614,595$641,5960.21%
142RTX CORPORATIONRTX8,723$638,3720.21%
143APOLLO GLOBAL MGMT INC03769M1067,453$615,4690.20%
144IMPINJ INCPI11,793$612,1750.20%
145MONDELEZ INTL INC6092071059,549$610,8190.20%
146BROOKFIELD ASSET MANAGMT LTD11300410519,837$600,5740.20%
147INGERSOLL RAND INCIR10,063$599,3800.20%
148GARMIN LTDGRMN5,826$596,2180.20%
149SHERWIN WILLIAMS COSHW2,462$589,1620.19%
150FIRST TR EXCH TRD ALPHDX FD33737J17412,099$576,3960.19%
151BANK NEW YORK MELLON CORP06405810013,704$567,7460.19%
152ENERGY TRANSFER L PET-PI41,171$567,3310.19%
153AMEREN CORPAEE7,504$565,2010.18%
154FIDELITY MERRIMACK STR TR31618830912,876$551,5450.18%
155ORACLE CORPORCL-PD5,197$541,0330.18%
156VANGUARD INDEX FDS9229085382,831$531,4640.17%
157MCDONALDS CORPMCD2,018$515,4020.17%
158DIMENSIONAL ETF TRUST25434V88023,780$514,3610.17%
159DEUTSCHE BANK A GD1819089850,634$514,1900.17%
160ALLIANCEBERNSTEIN GLOBAL HIGAWF54,582$512,2540.17%
161BANK AMERICA CORP06050510420,009$511,8720.17%
162PEPSICO INCPEP3,179$508,9650.17%
163ISHARES TR4642875983,334$487,9640.16%
164OREILLY AUTOMOTIVE INC67103H107549$481,8410.16%
165ALPHABET INCGOOG3,431$475,1590.16%
166CROWN CASTLE INCCCI5,414$469,9710.15%
167DISNEY WALT CO2546871065,522$460,9570.15%
168BLACKROCK FLOATING RATE INCOBLK38,784$460,4580.15%
169ISHARES TR4642876221,987$458,9570.15%
170JOHNSON & JOHNSONJNJ2,991$452,4910.15%
171IPG PHOTONICS CORPIPGP4,889$446,0720.15%
172ADEIA INCADEA50,685$432,9000.14%
173QUALCOMM INCQCOM3,936$427,0240.14%
174VITESSE ENERGY INCVTS17,095$420,0140.14%
175AGNC INVT CORP00123Q10450,964$412,6900.14%
176VERADIGM INC01988P10830,262$407,3270.13%
177BLACKROCK CORE BD TRBLK40,786$372,9850.12%
178DIMENSIONAL ETF TRUST25434V80711,387$356,2990.12%
179STARBUCKS CORPSBUX3,775$355,7180.12%
180PROCTER AND GAMBLE CO7427181092,388$354,3340.12%
181BRUNSWICK CORPBC-PC4,930$350,5350.11%
182FIRST TR VALUE LINE DIVID IN33734H1069,576$348,8810.11%
183SCHWAB STRATEGIC TR8085246078,936$348,0570.11%
184NVIDIA CORPORATIONNVDA788$338,1620.11%
185TANDEM DIABETES CARE INCTNDM16,878$328,6150.11%
186QCR HOLDINGS INCQCRH6,854$327,1760.11%
187SCHWAB STRATEGIC TR80852470614,159$327,1440.11%
188SSGA ACTIVE ETF TR78467V8488,520$321,7400.11%
189EVERGY INCEVRG6,441$312,7110.10%
190NORTHROP GRUMMAN CORPNOC641$308,9480.10%
191BROOKFIELD RENEWABLE PARTNERG1625810813,862$308,7070.10%
192PFIZER INCPFE9,915$304,8400.10%
193BOEING COBA-PA1,667$303,3660.10%
194FIRST TR EXCHANGE-TRADED FD33738R1185,535$302,6540.10%
195INVESCO QQQ TRIVZ815$290,5280.10%
196SCHWAB STRATEGIC TR8085244094,652$289,6800.09%
197VANGUARD INDEX FDS9229087691,386$288,5520.09%
198BLACKROCK HEALTH SCIENCES TRBLK7,575$279,5180.09%
199CONOCOPHILLIPSCOP2,276$275,3220.09%
200SCHWAB STRATEGIC TR80852473010,781$273,0830.09%
201MERCK & CO INCMRK2,560$264,4220.09%
202KELLANOVABEKE5,350$264,2880.09%
203CHORD ENERGY CORPORATIONCHRD1,565$263,7010.09%
204SERITAGE GROWTH PPTYS81752R10035,150$261,5160.09%
205AFLAC INCAFL3,380$261,1050.09%
206VERIZON COMMUNICATIONS INCVZ8,206$257,6190.08%
207CHENIERE ENERGY INCLNG1,500$253,3200.08%
208SCHWAB STRATEGIC TR8085243003,460$251,4380.08%
209AT&T INCT-PC16,732$249,2260.08%
210COLGATE PALMOLIVE COCL3,426$247,0160.08%
211SCHWAB STRATEGIC TR8085248057,497$246,2390.08%
212NATURAL RESOURCE PARTNERS L63900P6083,565$246,0180.08%
213ISHARES TR46429B5985,632$245,8440.08%
214AMARIN CORP PLCAMRN327,793$244,6650.08%
215FIRST TR MORNINGSTAR DIVID L3369171097,486$241,0490.08%
216VANGUARD WHITEHALL FDS9219464062,367$237,6940.08%
217CBRE GROUP INCCBRE3,475$232,6860.08%
218TRI POINTE HOMES INCTPH9,290$232,1570.08%
219GOLDMAN SACHS GROUP INCGSCE769$230,1850.08%
220WISDOMTREE TRWT3,660$229,4410.08%
221VANGUARD CHARLOTTE FDS92203J4074,808$228,9440.07%
222CUMMINS INCCMI1,044$226,5800.07%
223VANGUARD INDEX FDS9229087511,253$224,2140.07%
224HOME DEPOT INCHD782$222,9390.07%
225ISHARES TR4642874993,352$222,1110.07%
226HONEYWELL INTL INC4385161061,225$221,6760.07%
227DIMENSIONAL ETF TRUST25434V7246,654$216,7210.07%
228VANGUARD BD INDEX FDS9219378272,877$215,7880.07%
229COMCAST CORP NEWCCZ5,009$215,2970.07%
230GABELLI DIVID & INCOME TR36242H10411,615$214,2970.07%
231FASTENAL COFAST3,561$205,0070.07%
232ISHARES TR46434V6214,196$202,6820.07%
233SCHWAB STRATEGIC TR80852484710,300$174,2760.06%
234FIRST TR EXCHANGE-TRADED FD33738R88610,107$173,2340.06%
235FORD MTR CO DEL34537086014,755$169,6030.06%
236PLAINS ALL AMERN PIPELINE L72650310510,540$164,3710.05%
237CROSSFIRST BANKSHARES INC22766M10915,150$156,8030.05%
238NUVEEN MUN HIGH INCOME OPPORNU17,000$144,5850.05%
239NUVEEN PFD & INCOME SECS FDNU23,623$137,3680.04%
240PAGSEGURO DIGITAL LTDPAGS15,378$117,7190.04%
241JAPAN SMALLER CAPITALIZATIONJOF15,000$100,8000.03%
242EATON VANCE TAX-MANAGED GLOBETN13,358$93,8400.03%
243WESTERN ASSET EMERGING MKTS95766A10110,210$80,9140.03%
244ASLAN PHARMACEUTICALS LTD04522R20049,441$57,8460.02%
245HUDBAY MINERALS INCHBM12,590$53,9500.02%
246NAUTILUS INCNAUT42,278$28,0090.01%