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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 Q3 2024 · Filed November 1, 2024 · Accession 0001085146-24-005305

Total Value
$451.5M
Positions
278
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (278)

#IssuerTicker / CUSIPSharesValue% of Filing
1INVESCO EXCHANGE TRADED FD TIVZ103,037$18.5M4.09%
2VANGUARD INDEX FDS92290862964,594$17.0M3.77%
3ISHARES GOLD TRIAU338,866$16.8M3.73%
4VANGUARD INDEX FDS92290875164,633$15.3M3.40%
5AMERICAN CENTY ETF TR025072877148,666$14.3M3.16%
6ISHARES TR46432F842171,918$13.4M2.97%
7APPLE INCAAPL54,551$12.7M2.81%
8SPDR SER TR78464A76384,349$12.0M2.65%
9GOLDMAN SACHS ETF TRNVGLF110,713$11.1M2.46%
10AMERICAN CENTY ETF TR025072349154,305$10.2M2.25%
11AMERICAN CENTY ETF TR025072885102,462$9.7M2.16%
12VANGUARD INDEX FDS92290876929,327$8.3M1.84%
13JANUS DETROIT STR TR47103U845158,684$8.1M1.79%
14GOLDMAN SACHS ETF TRNVGLF147,441$7.5M1.65%
15VANGUARD INTL EQUITY INDEX F922042858152,073$7.3M1.61%
16SELECT SECTOR SPDR TR81369Y70452,085$7.1M1.56%
17VANGUARD BD INDEX FDS92193783593,393$7.0M1.55%
18VANGUARD WHITEHALL FDS92194640653,910$6.9M1.53%
19AMERICAN CENTY ETF TR025072703101,148$6.8M1.50%
20TESLA INCTSLA25,232$6.6M1.46%
21MICROSOFT CORPMSFT14,801$6.4M1.41%
22VANGUARD WORLD FD92204A50421,649$6.1M1.35%
23PIMCO ETF TR72201R83358,114$5.9M1.30%
24VANGUARD CHARLOTTE FDS92203J407109,716$5.5M1.22%
25INVESCO EXCHANGE TRADED FD TIVZ144,335$5.4M1.21%
26VANGUARD SCOTTSDALE FDS92206C87063,007$5.3M1.17%
27ISHARES TR46436E71851,258$5.2M1.14%
28SPDR S&P 500 ETF TRSPY8,659$5.0M1.10%
29PIMCO ETF TR72201R78350,998$4.9M1.08%
30ISHARES INC46434G10383,929$4.8M1.07%
31VANGUARD INTL EQUITY INDEX F92204271834,445$4.3M0.96%
32J P MORGAN EXCHANGE TRADED F46641Q83779,437$4.0M0.89%
33COINBASE GLOBAL INCCOIN21,035$3.7M0.83%
34VANGUARD WHITEHALL FDS92194688554,299$3.6M0.80%
35ALPHABET INCGOOG19,598$3.3M0.73%
36VANGUARD SCOTTSDALE FDS92206C77168,222$3.2M0.71%
37AMAZON COM INCAMZN17,129$3.2M0.71%
38NVIDIA CORPORATIONNVDA25,731$3.1M0.69%
39VANGUARD BD INDEX FDS92203C30360,066$3.0M0.66%
40J P MORGAN EXCHANGE TRADED F46654Q10462,215$3.0M0.66%
41VANGUARD MALVERN FDS92202080559,852$3.0M0.65%
42GOLDMAN SACHS BDC INCGSBD203,696$2.8M0.62%
43PIMCO ETF TR72201R71828,914$2.8M0.61%
44ISHARES TR4642872004,665$2.7M0.60%
45BONDBLOXX ETF TRUST09789C70563,311$2.6M0.58%
46VANGUARD WORLD FD92204A80111,117$2.4M0.52%
47DOCUSIGN INCDOCU35,923$2.2M0.49%
48ISHARES TR46435G67241,969$2.2M0.48%
49JPMORGAN CHASE & CO.VYLD10,180$2.1M0.48%
50VANGUARD INTL EQUITY INDEX F92204277532,388$2.0M0.45%
51ISHARES TR46428773919,418$2.0M0.44%
52ELI LILLY & COLLY2,150$1.9M0.42%
53ALPHABET INCGOOG11,308$1.9M0.42%
54AES CORPAES91,082$1.8M0.40%
55META PLATFORMS INCMETA2,854$1.6M0.36%
56DIMENSIONAL ETF TRUST25434V65855,551$1.6M0.36%
57ORACLE CORPORCL-PD9,343$1.6M0.35%
58J P MORGAN EXCHANGE TRADED F46641Q15934,312$1.6M0.35%
59TERRENO RLTY CORP88146M10123,208$1.6M0.34%
60SPDR INDEX SHS FDS78463X54126,026$1.5M0.33%
61NOVO-NORDISK A SNONOF12,385$1.5M0.33%
62ISHARES TR4642876556,603$1.5M0.32%
63NETFLIX INCNFLX2,040$1.4M0.32%
64BERKSHIRE HATHAWAY INC DELBRK-A2$1.4M0.31%
65CALIFORNIA RES CORPCRC25,848$1.4M0.30%
66PROCTER AND GAMBLE CO7427181097,753$1.3M0.30%
67SPDR SER TR78464A35916,832$1.3M0.29%
68VANGUARD MUN BD FDS92290774624,745$1.3M0.28%
69VANGUARD INDEX FDS9229086526,790$1.2M0.27%
70VINCERX PHARMA INCVNCE1,703,413$1.2M0.27%
71COSTCO WHSL CORP NEW22160K1051,370$1.2M0.27%
72AMERICAN EXPRESS COAXP4,453$1.2M0.27%
73MERCK & CO INCMRK10,547$1.2M0.27%
74BLACKSTONE INCBX7,800$1.2M0.26%
75DIMENSIONAL ETF TRUST25434V84924,312$1.2M0.26%
76FLEX LTDFLEX35,004$1.2M0.26%
77BLACKROCK INCBLK1,218$1.2M0.26%
78ROSS STORES INCROST7,629$1.1M0.25%
79WELLS FARGO CO NEW94974610120,238$1.1M0.25%
80ASML HOLDING N VASMLF1,358$1.1M0.25%
81JOHNSON & JOHNSONJNJ6,881$1.1M0.25%
82PIMCO ETF TR72201R87421,927$1.1M0.25%
83AMERICAN CENTY ETF TR02507260417,086$1.1M0.24%
84SALESFORCE INCCRM4,023$1.1M0.24%
85CAMECO CORPCCJ22,955$1.1M0.24%
86BERKSHIRE HATHAWAY INC DELBRK-A2,319$1.1M0.24%
87BROADCOM INCAVGO6,048$1.0M0.23%
88KKR & CO INCKKRT7,965$1.0M0.23%
89PALANTIR TECHNOLOGIES INCPLTR27,723$1.0M0.23%
90DIMENSIONAL ETF TRUST25434V88035,437$957,1530.21%
91AIRBNB INCABNB7,541$956,2740.21%
92VISA INCV3,427$942,3100.21%
93NOVARTIS AGNVSEF8,166$939,2530.21%
94ASTRAZENECA PLCAZN12,024$936,7900.21%
95CISCO SYS INCCSCO17,539$933,4260.21%
96EXXON MOBIL CORPXOM7,961$933,1880.21%
97VANGUARD SPECIALIZED FUNDS9219088444,620$915,0370.20%
98SCHWAB CHARLES CORPSCHW-PJ14,117$914,8900.20%
99SHELL PLCRYDAF13,652$900,3690.20%
100ISHARES TR46428868726,588$883,5310.20%
101MORGAN STANLEYMS-PQ8,431$878,8470.19%
102PRINCIPAL EXCHANGE TRADED FD74255Y88846,105$867,2360.19%
103SAP SESAPGF3,507$803,4540.18%
104MASTERBRAND INCMBC43,163$800,2420.18%
105AMGEN INCAMGN2,457$791,6700.18%
106ISHARES TR4642876142,000$750,7600.17%
107AERCAP HOLDINGS NVAER7,761$735,1220.16%
108HOME DEPOT INCHD1,785$723,2820.16%
109VANGUARD TAX-MANAGED FDS92194385813,443$709,9460.16%
110NEWMONT CORPNEMCL13,256$708,5330.16%
111TOYOTA MOTOR CORPTOYOF3,817$681,6020.15%
112TAIWAN SEMICONDUCTOR MFG LTD8740391003,852$668,9770.15%
113BHP GROUP LTDBHPLF10,713$665,3840.15%
114VERRA MOBILITY CORPVRRM23,272$647,1940.14%
115UNITEDHEALTH GROUP INCUNH1,106$646,6560.14%
116ZOETIS INCZTS3,292$643,1910.14%
117BARRICK GOLD CORP06790110832,259$641,6320.14%
118PIMCO ETF TR72201R7756,675$631,5460.14%
119DIMENSIONAL ETF TRUST25434V70818,332$628,6000.14%
120CF INDS HLDGS INC1252691007,093$608,5790.13%
121UNILEVER PLCUNLYF9,220$598,9310.13%
122CLOVER HEALTH INVESTMENTS COCLOV211,650$596,8530.13%
123HSBC HLDGS PLCHBCYF12,775$577,3020.13%
124QUALCOMM INCQCOM3,323$565,0890.13%
125WARNER MUSIC GROUP CORPWMG17,649$552,4210.12%
126BOEING COBA-PA3,588$545,5200.12%
127CLEVELAND-CLIFFS INC NEWCLF42,678$544,9980.12%
128CHEVRON CORP NEWCVX3,647$537,0940.12%
129BOOKING HOLDINGS INCBKNG126$530,7270.12%
130MASTERCARD INCORPORATEDMA1,063$524,9090.12%
131ISHARES TR4642875078,400$523,4880.12%
132SCHWAB STRATEGIC TR8085246079,968$513,3310.11%
133INVESCO EXCHANGE TRADED FD TIVZ13,045$512,2770.11%
134ISHARES TR4642874656,106$510,6450.11%
135ISHARES TR4642878044,249$496,9630.11%
136VANGUARD SCOTTSDALE FDS92206C4096,231$494,8660.11%
137SANOFISNYNF8,575$494,1770.11%
138TOTALENERGIES SETTE7,606$491,5000.11%
139UBS GROUP AGUBS15,870$490,5420.11%
140WALMART INCWMT5,923$478,2820.11%
141SONY GROUP CORPSNEJF4,925$475,6070.11%
142EPAM SYS INCEPAM2,381$473,8900.10%
143ABBVIE INCABBV2,380$470,0020.10%
144SUMITOMO MITSUI FINL GROUP I86562M20937,127$468,9140.10%
145SPDR GOLD TRGLD1,860$452,0920.10%
146EATON VANCE TAX MNGED BUY WRETN31,000$447,3300.10%
147TWILIO INCTWLO6,583$429,3430.10%
148THERMO FISHER SCIENTIFIC INCTMO692$428,0500.09%
149MITSUBISHI UFJ FINL GROUP IN60682210440,919$416,5550.09%
150GE AEROSPACE3696043012,123$400,3550.09%
151COCA COLA COKO5,557$399,3260.09%
152BANCO BILBAO VIZCAYA ARGENTABBVXF36,780$398,6950.09%
153SCHWAB STRATEGIC TR8085241025,898$392,3100.09%
154COMERICA INC2003401076,321$378,6910.08%
155DIMENSIONAL ETF TRUST25434V5005,828$377,9870.08%
156ADVANCED MICRO DEVICES INCAMD2,225$365,0780.08%
157PHILIP MORRIS INTL INC7181721092,984$362,2580.08%
158WORKIVA INCWK4,550$359,9960.08%
159V F CORPVFC17,981$358,7210.08%
160APPLIED MATLS INC0382221051,739$351,3650.08%
161ISHARES TR4642874812,924$342,9560.08%
162ABBOTT LABSABLZF2,997$341,6880.08%
163SITEONE LANDSCAPE SUPPLY INCSITE2,257$340,6040.08%
164ING GROEP N.V.INGVF18,744$340,3910.08%
165RELX PLCRLXXF7,160$339,8140.08%
166BP PLCBPPFF10,587$332,3390.07%
167MCDONALDS CORPMCD1,064$323,9990.07%
168UNION PAC CORPUNP1,312$323,3820.07%
169DANAHER CORPORATION2358511021,162$323,0590.07%
170RIO TINTO PLCRTNTF4,538$322,9690.07%
171ILLUMINA INCILMN2,393$312,0710.07%
172LUMEN TECHNOLOGIES INCLUMN43,601$309,5670.07%
173ORGANON & COOGN15,922$304,5880.07%
174VANGUARD INDEX FDS9229085533,123$304,2430.07%
175TEXAS INSTRS INC8825081041,462$302,0050.07%
176AMERICAN CENTY ETF TR0250728024,261$301,1250.07%
177AT&T INCT-PC13,520$297,4400.07%
178FERRARI N VRACE632$297,1100.07%
179ISHARES TR46434V8785,769$292,6960.06%
180INSIGHT ENTERPRISES INCNSIT1,348$290,3460.06%
181GOLDMAN SACHS PHYSICAL GOLD38150K10311,085$288,4870.06%
182ISHARES TR4642872346,288$288,3680.06%
183TRAVELERS COMPANIES INCTRV1,227$287,2650.06%
184ROBERT HALF INC.RHI4,259$287,0990.06%
185EATON CORP PLCETN865$286,6960.06%
186TENET HEALTHCARE CORPTHC1,705$283,3710.06%
187INTUITINTU452$280,6920.06%
188ADOBE INCADBE542$280,6370.06%
189PEPSICO INCPEP1,645$279,7320.06%
190VANGUARD INDEX FDS9229085121,660$278,3130.06%
191SCHWAB STRATEGIC TR8085248056,704$275,6520.06%
192ISHARES TR464287622868$272,8910.06%
193VERIZON COMMUNICATIONS INCVZ6,067$272,4690.06%
194COMCAST CORP NEWCCZ6,469$270,2100.06%
195JACKSON FINANCIAL INCJXN-PA2,926$266,9390.06%
196NEXTERA ENERGY INCNEE-PW3,109$262,8040.06%
197BANCO SANTANDER S.A.BCDRF50,869$259,4320.06%
198LINCOLN NATL CORP IND5341871098,104$255,3570.06%
199GSK PLCGLAXF6,185$252,8430.06%
200ELEVANCE HEALTH INCELV482$250,6400.06%
201ACCENTURE PLC IRELANDACN705$249,2030.06%
202JONES LANG LASALLE INCJLL918$247,6860.05%
203NATIONAL GRID PLCNMPWP3,547$247,1190.05%
204DYCOM INDS INC2674751011,238$244,0100.05%
205VERTEX PHARMACEUTICALS INCVRTX520$241,8420.05%
206ATI INCATI3,612$241,6790.05%
207REINSURANCE GRP OF AMERICA I7593516041,108$241,4000.05%
208MUELLER INDS INC6247561023,249$240,7510.05%
209PROLOGIS INC.PLDGP1,892$238,9220.05%
210ENSIGN GROUP INCENSG1,661$238,8850.05%
211BALCHEM CORPBCPC1,355$238,4800.05%
212FIDELITY NATIONAL FINANCIALFNF3,839$238,2480.05%
213JAMES HARDIE INDS PLC47030M1065,925$237,8890.05%
214HONEYWELL INTL INC4385161061,147$237,0960.05%
215DIAGEO PLCDGEAF1,682$236,0520.05%
216BANK AMERICA CORP0605051045,918$234,8260.05%
217AMERIS BANCORPABCB3,762$234,7110.05%
218BRITISH AMERN TOB PLC1104481076,412$234,5510.05%
219DAVITA INCDVA1,423$233,2720.05%
220SPDR SER TR78464A4092,771$229,8270.05%
221ASSURED GUARANTY LTDAGO2,888$229,6540.05%
222ANHEUSER BUSCH INBEV SA/NVBUDFF3,436$227,7720.05%
223BADGER METER INCBMI1,031$225,1810.05%
224STARBUCKS CORPSBUX2,307$224,9490.05%
225SCHWAB STRATEGIC TR8085247067,697$224,6110.05%
226UNITED THERAPEUTICS CORP DELUTHR624$223,6100.05%
227AUTOMATIC DATA PROCESSING INADP800$221,3840.05%
228MERIT MED SYS INC5898891042,234$220,7860.05%
229SPS COMM INCSPSC1,128$219,0240.05%
230BRISTOL-MYERS SQUIBB COCELG-RI4,222$218,4600.05%
231LINDE PLCLIN458$218,4020.05%
232INVESCO QQQ TRIVZ447$218,3050.05%
233UNUM GROUPUNMA3,666$217,9070.05%
234CATERPILLAR INCCAT554$216,6800.05%
235SL GREEN RLTY CORP78440X8873,111$216,5570.05%
236CONSTELLATION ENERGY CORPCEG831$216,0770.05%
237ICU MED INCICUI1,180$215,0200.05%
238MERITAGE HOMES CORPMTH1,041$213,4780.05%
239BARCLAYS PLCBCLYF17,516$212,8190.05%
240ALASKA AIR GROUP INCALK4,697$212,3510.05%
241HILTON WORLDWIDE HLDGS INCHLT920$212,0600.05%
242FLUOR CORP NEWFLR4,435$211,5940.05%
243ASBURY AUTOMOTIVE GROUP INCABG879$209,7210.05%
244COHERENT CORPCOHR2,353$209,2050.05%
245ESSENTIAL PPTYS RLTY TR INC29670E1076,021$205,6170.05%
246AMERESCO INCAMRC5,398$204,8000.05%
247SELECT MED HLDGS CORP81619Q1055,861$204,3730.05%
248GLAUKOS CORPGKOS1,550$201,9340.04%
249UNITED PARCEL SERVICE INCUPS1,472$200,6920.04%
250ETSY INCETSY3,608$200,3520.04%
251MEDICAL PPTYS TRUST INC58463J30432,457$189,8730.04%
252MIZUHO FINANCIAL GROUP INCMZHOF45,261$189,1910.04%
253SUNRUN INCRUN10,390$187,6430.04%
254HALEON PLCHLNCF14,629$154,7750.03%
255GENWORTH FINL INC37247D10622,074$151,2070.03%
256TAKEDA PHARMACEUTICAL CO LTDTKPHF10,302$146,4940.03%
257AEGON LTDAEFC22,815$145,7880.03%
258LEGGETT & PLATT INCLEG10,524$143,3370.03%
259TRANSALTA CORPTACPF12,825$132,8670.03%
260LLOYDS BANKING GROUP PLCLLOBF41,677$130,0320.03%
261NEWELL BRANDS INCNWL16,099$123,6400.03%
262JETBLUE AWYS CORP47714310117,880$117,2930.03%
263LXP INDUSTRIAL TRUSTLXP-PC11,458$115,1530.03%
264NOKIA CORPNOKBF25,617$111,9460.02%
265NOMURA HLDGS INCNRSCF19,723$102,9540.02%
266NATWEST GROUP PLCRBSPF10,859$101,6400.02%
267TELEFONICA S ATELFY19,059$92,6270.02%
268HANESBRANDS INC41034510212,244$89,9930.02%
269SOUTHWESTERN ENERGY CO84546710911,376$80,8830.02%
270PATTERSON-UTI ENERGY INCPTEN10,131$77,5020.02%
271PAYONEER GLOBAL INCPAYO10,145$76,3920.02%
272CAPITOL FED FINL INC14057J10112,341$72,0710.02%
273NEXTDOOR HOLDINGS INCNXDR26,585$65,9310.01%
274BRANDYWINE RLTY TR10536820312,029$65,4380.01%
275UNITI GROUP INCUNIT11,190$63,1120.01%
276SABRE CORPSABR14,551$53,4020.01%
277GRAB HOLDINGS LIMITEDGRABW10,437$39,6610.01%
278LESLIES INC52706410912,064$38,1220.01%