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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

SAGE RHINO CAPITAL LLC

Quarter ended Q2 2024 · Filed July 30, 2024 · Accession 0001085146-24-003345

Total Value
$418.7M
Positions
251
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ103,733$17.0M4.07%
2VANGUARD INDEX FDS92290862964,457$15.6M3.73%
3ISHARES GOLD TRIAU336,035$14.8M3.53%
4VANGUARD INDEX FDS92290875163,213$13.8M3.29%
5AMERICAN CENTY ETF TR025072877146,140$13.1M3.13%
6ISHARES TR46432F842166,791$12.1M2.89%
7APPLE INCAAPL55,176$11.6M2.78%
8SPDR SER TR78464A76384,922$10.8M2.58%
9GOLDMAN SACHS ETF TRNVGLF101,461$10.2M2.42%
10AMERICAN CENTY ETF TR025072349153,865$9.7M2.31%
11AMERICAN CENTY ETF TR025072885103,357$9.3M2.23%
12PIMCO ETF TR72201R83377,415$7.8M1.86%
13VANGUARD INDEX FDS92290876928,820$7.7M1.84%
14VANGUARD BD INDEX FDS92193783592,970$6.7M1.60%
15MICROSOFT CORPMSFT14,753$6.6M1.57%
16VANGUARD INTL EQUITY INDEX F922042858150,558$6.6M1.57%
17VANGUARD WHITEHALL FDS92194640654,687$6.5M1.55%
18SELECT SECTOR SPDR TR81369Y70452,522$6.4M1.53%
19JANUS DETROIT STR TR47103U845123,959$6.3M1.51%
20GOLDMAN SACHS ETF TRNVGLF122,831$6.2M1.48%
21AMERICAN CENTY ETF TR02507270399,325$6.2M1.48%
22VANGUARD WORLD FD92204A50422,028$5.9M1.40%
23VANGUARD CHARLOTTE FDS92203J407111,382$5.4M1.29%
24INVESCO EXCHANGE TRADED FD TIVZ144,506$5.3M1.27%
25VANGUARD SCOTTSDALE FDS92206C87061,254$4.9M1.17%
26TESLA INCTSLA24,735$4.9M1.17%
27ISHARES TR46436E71847,801$4.8M1.15%
28PIMCO ETF TR72201R78350,788$4.7M1.12%
29SPDR S&P 500 ETF TRSPY8,640$4.7M1.12%
30COINBASE GLOBAL INCCOIN21,011$4.7M1.12%
31ISHARES INC46434G10383,724$4.5M1.07%
32J P MORGAN EXCHANGE TRADED F46641Q83781,063$4.1M0.98%
33VANGUARD INTL EQUITY INDEX F92204271834,423$4.0M0.97%
34VANGUARD WHITEHALL FDS92194688555,169$3.5M0.83%
35AMAZON COM INCAMZN17,053$3.3M0.79%
36ALPHABET INCGOOG17,684$3.2M0.77%
37VANGUARD BD INDEX FDS92203C30363,289$3.1M0.75%
38NVIDIA CORPORATIONNVDA25,247$3.1M0.74%
39VANGUARD SCOTTSDALE FDS92206C77166,464$3.0M0.72%
40BONDBLOXX ETF TRUST09789C70574,268$3.0M0.71%
41J P MORGAN EXCHANGE TRADED F46654Q10462,531$2.9M0.70%
42VANGUARD MALVERN FDS92202080559,794$2.9M0.69%
43PIMCO ETF TR72201R71828,877$2.7M0.65%
44GOLDMAN SACHS BDC INCGSBD176,077$2.6M0.63%
45ISHARES TR4642872004,655$2.5M0.61%
46VANGUARD WORLD FD92204A80111,179$2.2M0.51%
47ISHARES TR46435G67242,566$2.1M0.51%
48ALPHABET INCGOOG11,317$2.1M0.49%
49JPMORGAN CHASE & CO.VYLD10,163$2.1M0.49%
50DOCUSIGN INCDOCU36,510$2.0M0.47%
51ELI LILLY & COLLY2,143$1.9M0.46%
52VANGUARD INTL EQUITY INDEX F92204277532,380$1.9M0.45%
53ISHARES TR46428773920,737$1.8M0.43%
54NOVO-NORDISK A SNONOF12,330$1.8M0.42%
55TERRENO RLTY CORP88146M10128,648$1.7M0.40%
56J P MORGAN EXCHANGE TRADED F46641Q15935,576$1.6M0.39%
57AES CORPAES85,547$1.5M0.36%
58DIMENSIONAL ETF TRUST25434V65859,174$1.5M0.35%
59DIMENSIONAL ETF TRUST25434V84930,600$1.5M0.35%
60SPDR INDEX SHS FDS78463X54126,121$1.5M0.35%
61META PLATFORMS INCMETA2,840$1.4M0.34%
62ASML HOLDING N VASMLF1,362$1.4M0.33%
63CALIFORNIA RES CORPCRC26,010$1.4M0.33%
64VINCERX PHARMA INCVNCE1,703,413$1.4M0.33%
65NETFLIX INCNFLX2,040$1.4M0.33%
66ORACLE CORPORCL-PD9,648$1.4M0.33%
67ISHARES TR4642876556,618$1.3M0.32%
68MERCK & CO INCMRK10,606$1.3M0.31%
69PIMCO ETF TR72201R87426,308$1.3M0.31%
70PROCTER AND GAMBLE CO7427181097,738$1.3M0.30%
71VANGUARD MUN BD FDS92290774625,157$1.3M0.30%
72SPDR SER TR78464A35917,019$1.2M0.29%
73BERKSHIRE HATHAWAY INC DELBRK-A2$1.2M0.29%
74WELLS FARGO CO NEW94974610120,202$1.2M0.29%
75FLEX LTDFLEX39,518$1.2M0.28%
76CAMECO CORPCCJ23,678$1.2M0.28%
77COSTCO WHSL CORP NEW22160K1051,364$1.2M0.28%
78ROSS STORES INCROST7,661$1.1M0.27%
79BHP GROUP LTDBHPLF18,940$1.1M0.26%
80AMERICAN CENTY ETF TR02507260417,605$1.1M0.26%
81SALESFORCE INCCRM3,995$1.0M0.25%
82AMERICAN EXPRESS COAXP4,422$1.0M0.24%
83JOHNSON & JOHNSONJNJ6,988$1.0M0.24%
84SHELL PLCRYDAF13,624$983,3640.23%
85BROADCOM INCAVGO611$980,8430.23%
86SCHWAB CHARLES CORPSCHW-PJ13,228$974,7340.23%
87BLACKROCK INCBLK1,231$969,1910.23%
88BLACKSTONE INCBX7,616$942,8610.23%
89BERKSHIRE HATHAWAY INC DELBRK-A2,303$936,8600.22%
90ASTRAZENECA PLCAZN11,875$926,1310.22%
91EXXON MOBIL CORPXOM7,920$911,7500.22%
92VISA INCV3,413$895,8680.21%
93DIMENSIONAL ETF TRUST25434V88034,879$886,6240.21%
94MORGAN STANLEYMS-PQ8,881$863,1440.21%
95PRINCIPAL EXCHANGE TRADED FD74255Y88846,675$850,4200.20%
96ISHARES TR46428868726,813$845,9640.20%
97VANGUARD SPECIALIZED FUNDS9219088444,620$843,3810.20%
98KKR & CO INCKKRT7,944$836,0270.20%
99NOVARTIS AGNVSEF7,847$835,3920.20%
100CISCO SYS INCCSCO17,511$831,9480.20%
101TOYOTA MOTOR CORPTOYOF3,785$775,8110.19%
102AERCAP HOLDINGS NVAER8,271$770,8570.18%
103AMGEN INCAMGN2,453$766,4400.18%
104VANGUARD INDEX FDS9229086524,490$757,8670.18%
105ISHARES TR4642876142,000$729,0200.17%
106NEWMONT CORPNEMCL17,063$714,4280.17%
107PALANTIR TECHNOLOGIES INCPLTR27,701$701,6620.17%
108SAP SESAPGF3,430$691,8650.17%
109TAIWAN SEMICONDUCTOR MFG LTD8740391003,873$673,1660.16%
110VERRA MOBILITY CORPVRRM24,548$667,7060.16%
111MASTERBRAND INCMBC45,371$666,0460.16%
112QUALCOMM INCQCOM3,329$663,0700.16%
113VANGUARD TAX-MANAGED FDS92194385813,417$663,0680.16%
114PIMCO ETF TR72201R7757,113$647,8750.15%
115HOME DEPOT INCHD1,775$611,0260.15%
116DIMENSIONAL ETF TRUST25434V70818,602$599,7450.14%
117CLEVELAND-CLIFFS INC NEWCLF38,731$596,0700.14%
118ZOETIS INCZTS3,428$594,2780.14%
119BARRICK GOLD CORP06790110835,208$587,2690.14%
120BOEING COBA-PA3,208$583,8880.14%
121CHEVRON CORP NEWCVX3,699$578,5980.14%
122UNITEDHEALTH GROUP INCUNH1,119$569,8620.14%
123HSBC HLDGS PLCHBCYF12,713$553,0160.13%
124WARNER MUSIC GROUP CORPWMG17,548$537,8440.13%
125EATON VANCE TAX MNGED BUY WRETN37,500$529,5000.13%
126CF INDS HLDGS INC1252691006,968$516,4680.12%
127TOTALENERGIES SETTE7,547$503,2340.12%
128BOOKING HOLDINGS INCBKNG126$499,1490.12%
129SUMITOMO MITSUI FINL GROUP I86562M20936,953$495,5400.12%
130ISHARES TR4642875078,400$491,5680.12%
131UNILEVER PLCUNLYF8,938$491,5010.12%
132INVESCO EXCHANGE TRADED FD TIVZ13,045$486,0570.12%
133VANGUARD SCOTTSDALE FDS92206C4096,242$482,3510.12%
134ISHARES TR4642874656,091$477,1080.11%
135SCHWAB STRATEGIC TR8085246079,958$472,4970.11%
136UBS GROUP AGUBS15,775$465,9940.11%
137MASTERCARD INCORPORATEDMA1,055$465,4240.11%
138ISHARES TR4642878044,249$453,1980.11%
139MITSUBISHI UFJ FINL GROUP IN60682210441,171$444,6470.11%
140ABBVIE INCABBV2,451$420,3960.10%
141BP PLCBPPFF11,440$412,9710.10%
142SANOFISNYNF8,426$408,8300.10%
143SONY GROUP CORPSNEJF4,798$407,5900.10%
144APPLIED MATLS INC0382221051,726$407,3190.10%
145SPDR GOLD TRGLD1,860$399,9190.10%
146WALMART INCWMT5,893$399,0150.10%
147THERMO FISHER SCIENTIFIC INCTMO694$383,7820.09%
148TWILIO INCTWLO6,677$379,3200.09%
149ISHARES TR46434V8787,420$374,9320.09%
150SCHWAB STRATEGIC TR8085241025,868$368,9360.09%
151BANCO BILBAO VIZCAYA ARGENTABBVXF36,650$367,6000.09%
152ADVANCED MICRO DEVICES INCAMD2,200$356,8620.09%
153COCA COLA COKO5,540$352,6210.08%
154DIMENSIONAL ETF TRUST25434V5005,828$350,1300.08%
155GE AEROSPACE3696043012,130$338,6060.08%
156ORGANON & COOGN16,079$332,8350.08%
157WORKIVA INCWK4,508$329,0390.08%
158RELX PLCRLXXF7,134$327,3080.08%
159EPAM SYS INCEPAM1,735$326,3710.08%
160ROBERT HALF INC.RHI5,045$322,7790.08%
161ISHARES TR4642874812,924$322,6630.08%
162CLOVER HEALTH INVESTMENTS COCLOV261,500$321,6450.08%
163ING GROEP N.V.INGVF18,727$320,9810.08%
164ABBOTT LABSABLZF2,963$307,8850.07%
165COMERICA INC2003401076,026$307,5670.07%
166ABERCROMBIE & FITCH COANF1,695$301,4390.07%
167ADOBE INCADBE536$297,7690.07%
168INTUITINTU451$296,4020.07%
169PHILIP MORRIS INTL INC7181721092,924$296,2890.07%
170UNION PAC CORPUNP1,303$294,8170.07%
171DANAHER CORPORATION2358511021,155$288,5770.07%
172TEXAS INSTRS INC8825081041,457$283,4300.07%
173GOLDMAN SACHS PHYSICAL GOLD38150K10312,285$282,6160.07%
174RIO TINTO PLCRTNTF4,255$280,5320.07%
175AMERICAN CENTY ETF TR0250728024,261$276,7520.07%
176MCDONALDS CORPMCD1,077$274,4630.07%
177SITEONE LANDSCAPE SUPPLY INCSITE2,257$274,0220.07%
178EATON CORP PLCETN871$273,1020.07%
179PEPSICO INCPEP1,651$272,2990.07%
180INSIGHT ENTERPRISES INCNSIT1,360$269,7700.06%
181ISHARES TR4642872346,288$267,8060.06%
182FABRINETFN1,085$265,5970.06%
183COMCAST CORP NEWCCZ6,690$261,9800.06%
184VANGUARD INDEX FDS9229085533,123$261,5820.06%
185ELEVANCE HEALTH INCELV482$261,1770.06%
186ISHARES TR464287622868$258,2650.06%
187AT&T INCT-PC13,475$257,5070.06%
188LINCOLN NATL CORP IND5341871098,278$257,4460.06%
189FERRARI N VRACE630$257,2730.06%
190VERTEX PHARMACEUTICALS INCVRTX546$255,9210.06%
191SCHWAB STRATEGIC TR8085248056,642$255,1710.06%
192VERIZON COMMUNICATIONS INCVZ6,059$249,8730.06%
193TRAVELERS COMPANIES INCTRV1,224$248,8880.06%
194HONEYWELL INTL INC4385161061,140$243,4360.06%
195BANCO SANTANDER S.A.BCDRF52,273$242,0240.06%
196V F CORPVFC17,916$241,8660.06%
197GSK PLCGLAXF6,076$233,9260.06%
198BANK AMERICA CORP0605051045,834$232,0180.06%
199ALASKA AIR GROUP INCALK5,741$231,9360.06%
200TENET HEALTHCARE CORPTHC1,711$227,6140.05%
201REINSURANCE GRP OF AMERICA I7593516041,101$226,0020.05%
202ASSURED GUARANTY LTDAGO2,917$225,0470.05%
203CRH PLCCRH3,000$224,9400.05%
204ILLUMINA INCILMN2,155$224,9390.05%
205SPDR SER TR78464A4092,771$222,0400.05%
206VANGUARD INDEX FDS9229085121,459$219,5190.05%
207NEXTERA ENERGY INCNEE-PW3,091$218,8740.05%
208ACCENTURE PLC IRELANDACN710$215,4210.05%
209INVESCO QQQ TRIVZ447$214,0910.05%
210JACKSON FINANCIAL INCJXN-PA2,871$213,2000.05%
211DIAGEO PLCDGEAF1,688$212,8230.05%
212SPS COMM INCSPSC1,122$211,1160.05%
213DYCOM INDS INC2674751011,246$210,2750.05%
214UNITED PARCEL SERVICE INCUPS1,532$209,6540.05%
215PROLOGIS INC.PLDGP1,864$209,3460.05%
216ASBURY AUTOMOTIVE GROUP INCABG911$207,5900.05%
217BALCHEM CORPBCPC1,347$207,3710.05%
218FTAI AVIATION LTDFTAIN2,000$206,4530.05%
219SCHWAB STRATEGIC TR8085247067,688$204,1810.05%
220SELECT MED HLDGS CORP81619Q1055,807$203,5930.05%
221ENSIGN GROUP INCENSG1,634$202,1090.05%
222STELLANTIS N.VSTLA10,166$201,7950.05%
223HILTON WORLDWIDE HLDGS INCHLT919$200,5260.05%
224BRITISH AMERN TOB PLC1104481076,483$200,5190.05%
225MIZUHO FINANCIAL GROUP INCMZHOF44,880$189,8420.05%
226BARCLAYS PLCBCLYF17,168$183,8690.04%
227MEDICAL PPTYS TRUST INC58463J30435,021$150,9410.04%
228AEGON LTDAEFC22,909$140,4320.03%
229GENWORTH FINL INC37247D10621,899$132,2700.03%
230PATTERSON-UTI ENERGY INCPTEN12,623$130,7740.03%
231JETBLUE AWYS CORP47714310119,834$120,7890.03%
232SUNRUN INCRUN10,126$120,0940.03%
233HALEON PLCHLNCF14,133$116,7390.03%
234NOMURA HLDGS INCNRSCF19,225$111,1210.03%
235LLOYDS BANKING GROUP PLCLLOBF39,421$107,6190.03%
236LXP INDUSTRIAL TRUSTLXP-PC11,140$101,5970.02%
237NOKIA CORPNOKBF24,516$92,6700.02%
238SOUTHWESTERN ENERGY CO84546710913,071$87,9680.02%
239NATWEST GROUP PLCRBSPF10,399$83,5040.02%
240HERTZ GLOBAL HLDGS INCHTZWW22,695$80,1130.02%
241TELEFONICA S ATELFY18,832$79,2830.02%
242TRANSALTA CORPTACPF11,091$78,5240.02%
243NEWELL BRANDS INCNWL11,681$74,8750.02%
244NEXTDOOR HOLDINGS INCNXDR26,585$73,9060.02%
245CAPITOL FED FINL INC14057J10112,329$67,6860.02%
246NEW YORK CMNTY BANCORP INC64944510321,009$67,6490.02%
247HANESBRANDS INC41034510212,688$62,5520.01%
248BRANDYWINE RLTY TR10536820312,588$56,3940.01%
249PAYONEER GLOBAL INCPAYO10,022$55,5220.01%
250SABRE CORPSABR14,415$38,4880.01%
251GRAB HOLDINGS LIMITEDGRABW10,821$38,4150.01%