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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

Morningstar Investment Services LLC

Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001104659-23-091236

Total Value
$7.8M
Positions
245
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087693,320,102$723,0719.31%
2VANGUARD BD INDEX FD INC9219378359,052,758$656,9398.46%
3VANGUARD TAX MANAGED INTL FD9219438585,261,963$240,2283.09%
4MICROSOFT CORPMSFT669,926$224,5842.89%
5VANGUARD INDEX FDS922908629781,688$170,2142.19%
6AMERISOURCEBERGEN CORPCOR842,489$160,3522.06%
7BOOKING HLDGS INCBKNG58,533$155,6052.00%
8BERKSHIRE HATHAWAY INC DELBRK-A434,208$145,9811.88%
9ALPHABET INCGOOG1,213,023$144,7761.86%
10IQVIA HLDGS INCIQV632,443$139,7121.80%
11SCHWAB CHARLES CORPSCHW-PJ2,362,909$134,2531.73%
12VANGUARD SCOTTSDALE FDS92206C7062,228,017$130,8121.68%
13VANGUARD BD INDEX FD INC9219378271,696,992$128,2551.65%
14AMAZON COM INCAMZN930,362$119,2411.53%
15VISA INCV507,584$118,1721.52%
16CARMAX INCKMX1,391,912$117,4021.51%
17MASTERCARD INCORPORATEDMA303,775$117,2411.51%
18AIR PRODS & CHEMS INCAIIR351,612$103,3751.33%
19COMCAST CORP NEWCCZ2,439,518$101,2761.30%
20FIDELITY NATL INFORMATION SV31620M1061,883,014$99,7221.28%
21TAIWAN SEMICONDUCTOR MFG LTD874039100951,489$95,8181.23%
22PHILIP MORRIS INTL INC718172109918,522$89,4171.15%
23JPMORGAN CHASE & COVYLD619,266$88,1671.13%
24ALPHABET INCGOOG713,412$85,8141.10%
25WELLS FARGO CO NEW9497461011,852,973$77,9041.00%
26VANGUARD INDEX FDS922908744536,175$75,4170.97%
27ORACLE CORPORCL-PD640,048$75,1840.97%
28ISHARES TR4642888771,548,716$75,0580.97%
29ADOBE SYSTEMS INCORPORATEDADBE148,466$71,7770.92%
30QUALCOMM INCQCOM552,049$65,1070.84%
31VANGUARD SCOTTSDALE FDS92206C7711,305,228$59,9520.77%
32ISHARES TR464287200135,849$59,7630.77%
33OMNICOM GROUP INCOMC609,426$57,6690.74%
34EXXON MOBIL CORPXOM541,045$57,5860.74%
35ENBRIDGE INCENNPF1,554,087$57,4100.74%
36VANGUARD INTL EQUITY INDEX F9220428581,402,318$56,6100.73%
37ISHARES TR46435U8531,567,762$55,0810.71%
38UNITEDHEALTH GROUP INCUNH114,488$54,4940.70%
39ISHARES TR46435G3341,684,246$53,7540.69%
40VANGUARD BD INDEX FDS921937793701,081$52,1400.67%
41DISNEY WALT CO254687106583,372$51,8750.67%
42VANGUARD MUN BD FD INC9229077461,003,512$50,3600.65%
43VANECK VECTORS ETF TR92189H3001,943,186$49,3930.64%
44FISERV INCFISV388,777$48,1240.62%
45PROCTER AND GAMBLE CO742718109319,836$47,8160.62%
46EDISON INTL281020107689,514$47,2530.61%
47SPDR SERIES TRUST78464A300602,726$46,3270.60%
48SCHWAB STRATEGIC TR8085247301,738,029$46,2540.60%
49LAMAR ADVERTISING CO NEWLAMR468,241$46,1110.59%
50UNITED PARCEL SERVICE INCUPS256,208$45,0860.58%
51STARBUCKS CORPSBUX421,049$41,5430.53%
52VANGUARD WORLD FDS92204A405508,182$40,8860.53%
53BECTON DICKINSON & COBDX156,951$40,8280.53%
54VANGUARD WORLD FDS92204A884386,442$40,7940.53%
55BLACKROCK INCBLK58,704$40,3660.52%
56ISHARES TR46432F834647,763$40,1480.52%
57JOHNSON & JOHNSONJNJ236,631$38,7780.50%
58MEDTRONIC PLCMDT444,790$38,5590.50%
59EBAY INC.EBAY849,945$37,9600.49%
60COCA COLA COKO630,282$37,8920.49%
61NOVARTIS AGNVSEF381,455$37,8130.49%
62ANALOG DEVICES INCADI196,012$37,1610.48%
63GENUINE PARTS COGPC223,525$37,0780.48%
64DUKE ENERGY CORP NEWDUKB404,306$35,9520.46%
65LOCKHEED MARTIN CORPLMT75,521$34,4100.44%
66ISHARES TR46429B671768,429$34,1580.44%
67SPIRIT RLTY CAP INC NEW84860W300865,166$33,9890.44%
68VEEVA SYS INCVEEV173,904$33,9660.44%
69ISHARES INC4642868061,185,209$33,3060.43%
70VANGUARD WHITEHALL FDS921946885531,417$32,9090.42%
71MCKESSON CORPMCK76,541$32,1020.41%
72UNILEVER PLCUNLYF618,607$31,8850.41%
73SCHWAB STRATEGIC TR808524102621,789$31,7670.41%
74VANGUARD MALVERN FDS922020805661,996$31,3810.40%
75WILLIAMS COS INC969457100928,377$30,1030.39%
76SALESFORCE COM INCCRM142,084$29,9570.39%
77SANOFISNYNF550,572$29,2800.38%
78VERIZON COMMUNICATIONS INCVZ770,413$28,4730.37%
79TRUIST FINL CORP89832Q109907,775$27,7840.36%
80BANK NEW YORK MELLON CORP064058100620,787$27,3370.35%
81GENERAL DYNAMICS CORPGD125,136$26,7140.34%
82AMGEN INCAMGN120,609$26,6780.34%
83ECOLAB INCECL143,311$26,2590.34%
84VANGUARD WORLD FDS92204A207135,107$26,0830.34%
85ISHARES INC464286772414,550$26,0520.34%
86CVS HEALTH CORPCVS374,876$25,7210.33%
87TEXAS INSTRS INC882508104143,115$25,2500.33%
88SPDR SERIES TRUST78468R853649,772$25,1390.32%
89VANECK ETF TRUST92189F437868,968$23,9700.31%
90LLOYDS BANKING GROUP PLCLLOBF10,811,269$23,0070.30%
91NETFLIX INCNFLX53,180$22,7930.29%
92AUTODESK INCADSK108,851$22,4460.29%
93FIDELITY COVINGTON TRUST316092303496,966$22,3660.29%
94ISHARES TR46434V613476,974$21,6440.28%
95CONOCOPHILLIPSCOP204,624$21,0600.27%
96INGREDION INCINGR194,858$20,3980.26%
97COMPASS MINERALS INTL INCCOMP599,187$20,3750.26%
98CHEVRON CORP NEWCVX125,436$19,5560.25%
99SCHWAB STRATEGIC TR808524854391,793$19,3220.25%
100BANK AMERICA CORP060505104593,023$16,9090.22%
101PFIZER INCPFE455,258$16,4580.21%
102DOMINION RES INC VA NEWD310,952$16,1030.21%
103RAYTHEON CORTX161,158$15,6820.20%
104BROADRIDGE FINL SOLUTIONS IN11133T10395,869$15,6150.20%
105SCHWAB STRATEGIC TR808524870296,432$15,5010.20%
106J P MORGAN EXCHANGE TRADED F46641Q647302,985$15,2150.20%
107VANGUARD SCOTTSDALE FDS92206C870189,713$14,9550.19%
108ISHARES TR464288414135,159$14,4160.19%
109THE CIGNA GROUP12552310044,405$12,2800.16%
110ISHARES TR46435U549253,766$11,9840.15%
111WYNDHAM HOTELS & RESORTS INCWH175,750$11,9430.15%
112ALLEGION PLCALLE97,584$11,6330.15%
113ZEBRA TECHNOLOGIES CORPORATIZBRA38,694$11,1170.14%
114PLAINS GP HLDGS L PPAGP742,178$10,8920.14%
115ISHARES TR46434V878214,652$10,7930.14%
116J P MORGAN EXCHANGE TRADED F46641Q837213,640$10,7110.14%
117FOMENTO ECONOMICO MEXICANO S34441910695,564$10,5520.14%
118CHARLES RIV LABS INTL INC15986410750,368$10,4920.14%
119ALTRIA GROUP INCMO231,641$10,3960.13%
120LABORATORY CORP AMER HLDGS50540R40942,901$10,2890.13%
121DIAMONDBACK ENERGY INCFANG77,711$10,0750.13%
122GLOBAL X FDS37954Y293239,361$9,8750.13%
123HANESBRANDS INC4103451022,212,244$9,8740.13%
124YUM CHINA HLDGS INCYUMC166,655$9,3990.12%
125DBX ETF TR233051150232,151$9,3140.12%
126MAGELLAN MIDSTREAM PRTNRS LP559080106133,387$8,2570.11%
127CITIGROUP INCC-PR159,148$7,3650.09%
128WPP PLC NEWWPPGF137,890$7,1570.09%
129AMERICAN INTL GROUP INC026874784122,630$6,9900.09%
130AMERICAN EXPRESS COAXP39,356$6,7490.09%
131ENTERPRISE PRODS PARTNERS L293792107235,405$6,2100.08%
132CRANE COMPANYCR69,542$6,0050.08%
133CAPITAL ONE FINL CORP14040H10553,726$5,8700.08%
134WARNER BROS DISCOVERY INCWBD471,308$5,8590.08%
135ALIBABA GROUP HLDG LTDBBAAY66,564$5,5740.07%
136GENERAL MTRS CO37045V100141,475$5,4040.07%
137APPLE INCAAPL23,352$4,4260.06%
138VANECK VECTORS ETF TR92189H40979,515$4,0820.05%
139VANGUARD INDEX FDS92290861124,523$4,0290.05%
140ISHARES TR46435U663112,778$3,9730.05%
141US BANCORP DELUSB-PS112,382$3,6750.05%
142VANGUARD WORLD FDS92204A50412,628$3,0630.04%
143J P MORGAN EXCHANGE TRADED F46641Q65451,837$2,6250.03%
144VANGUARD INDEX FDS92290875112,618$2,4890.03%
145NUSHARES ETF TRNU84,261$2,4660.03%
146ZIMMER BIOMET HOLDINGS INCZBH16,836$2,4400.03%
147MASCO CORPMAS41,270$2,3630.03%
148TERADYNE INCTER21,024$2,3000.03%
149GSK PLCGLAXF63,703$2,2570.03%
150SCHWAB STRATEGIC TR80852486246,600$2,2410.03%
151EXPEDIA INC DELEXPE20,481$2,2100.03%
152ISHARES INC46434G86369,860$2,1960.03%
153INTERNATIONAL FLAVORS&FRAGRA45950610125,612$1,9930.03%
154JD.COM INCJDCMF54,910$1,8680.02%
155ANHEUSER BUSCH INBEV SA/NVBUDFF33,469$1,8610.02%
156BIOMARIN PHARMACEUTICAL INCBMRN20,653$1,8480.02%
157BAIDU INCBAIDF13,657$1,8390.02%
158HARLEY DAVIDSON INCHOG51,262$1,7870.02%
159BRITISH AMERN TOB PLC11044810753,904$1,7720.02%
160MILLICOM INTL CELLULAR SAL6388F110116,952$1,7660.02%
161EQUIFAX INCEFX7,224$1,6940.02%
162HALLIBURTON COHAL46,734$1,5460.02%
163KROGER COKR33,012$1,5340.02%
164HUNTINGTON BANCSHARES INCHBANP130,335$1,4010.02%
165AUTOZONE INCAZO554$1,3590.02%
166GRAHAM HLDGS COGHM2,271$1,3030.02%
167KELLOGG COBEKE19,351$1,2890.02%
168SPDR DOW JONES INDL AVERAGE78467X1093,777$1,2890.02%
169GLOBAL PMTS INC37940X10210,302$9990.01%
170AVNET INCAVT19,507$9630.01%
171NVIDIA CORPORATIONNVDA2,336$9550.01%
172AMBEV SAABEV306,337$9500.01%
173HSBC HLDGS PLCHBCYF23,386$9160.01%
174TESLA INCTSLA3,528$9080.01%
175CARRIER GLOBAL CORPORATIONCARR17,807$8810.01%
176UBS GROUP AGUBS41,297$8250.01%
177HOME DEPOT INCHD2,636$8110.01%
178STELLANTIS N.VSTLA46,564$8080.01%
179LOWES COS INC5486611073,286$7320.01%
180KEYCORP NEW49326710876,104$7100.01%
181FIFTH THIRD BANCORPFITBM26,181$6880.01%
182BARCLAYS PLCBCLYF87,693$6700.01%
183SUMITOMO MITSUI FINL GROUP I86562M20977,666$6670.01%
184BROADCOM INCAVGO755$6490.01%
185SCHLUMBERGER LTDSLB12,861$6240.01%
186CISCO SYS INCCSCO11,776$6020.01%
187PEPSICO INCPEP3,056$5620.01%
188APPLIED MATLS INC0382221053,832$5530.01%
189KLA CORPKLAC1,144$5450.01%
190FRANKLIN TEMPLETON ETF TRFGDL31,038$5440.01%
191POLARIS INCPII4,546$5430.01%
192ROCKWELL AUTOMATION INCROK1,540$4990.01%
193MONDELEZ INTL INC6092071056,808$4930.01%
194ROPER TECHNOLOGIES INCROP999$4750.01%
195MERCK & CO INCMRK4,158$4710.01%
196GILEAD SCIENCES INCGILD5,820$4430.01%
197CME GROUP INCCME2,400$4400.01%
198INTERCONTINENTAL EXCHANGE IN45866F1043,786$4250.01%
199CONSTELLATION BRANDS INCSTZ1,721$4250.01%
200ACCENTURE PLC IRELANDACN1,335$4100.01%
201CLOROX CO DELCLX2,457$3880.00%
202COSTCO WHSL CORP NEW22160K105721$3840.00%
203WILEY JOHN & SONS INC96822320611,200$3810.00%
204LILLY ELI & COLLY818$3790.00%
205INVESCO LTDIVZ22,706$3790.00%
206ABBVIE INCABBV2,842$3780.00%
207PENTAIR PLCPNR5,957$3780.00%
208EDISON INTLEMR4,212$3760.00%
209TELEFONICA S ATELFY92,456$3680.00%
210ISHARES TR46435G4253,804$3660.00%
211ISHARES TR4642888853,817$3590.00%
212S&P GLOBAL INCSPGI906$3580.00%
213STATE STR CORPSTT-PG4,771$3480.00%
214WALMART INCWMT2,083$3220.00%
215THERMO FISHER SCIENTIFIC INCTMO627$3220.00%
216INTUITINTU693$3170.00%
217CORE LABORATORIES INCCLB12,806$3110.00%
218PETROLEO BRASILEIRO SA PETRO71654V40821,629$3090.00%
219FORTINET INCFTNT4,026$3020.00%
220BP PLCBPPFF8,585$3000.00%
221NVENT ELECTRIC PLCNVT5,869$2990.00%
222PALO ALTO NETWORKS INCPANW1,181$2990.00%
223MIZUHO FINL GROUP INCMZHOF97,358$2970.00%
224INTERNATIONAL BUSINESS MACHSINTR2,134$2850.00%
225TEVA PHARMACEUTICAL INDS LTD88162420937,187$2810.00%
226SUNCOR ENERGY INC NEWSU9,598$2800.00%
227YUM BRANDS INCYUM1,978$2710.00%
228BRISTOL-MYERS SQUIBB COCELG-RI4,189$2680.00%
229MCDONALDS CORPMCD908$2670.00%
230NIKE INCNKE2,320$2630.00%
231MOODYS CORPMCO763$2630.00%
232SERVICENOW INCNOW476$2610.00%
233MONOLITHIC PWR SYS INC609839105474$2540.00%
234NOMURA HLDGS INCNRSCF65,050$2490.00%
235BIOGEN INCBIIB875$2470.00%
236TYLER TECHNOLOGIES INCTYL572$2350.00%
237MERCADOLIBRE INCMELI196$2310.00%
238FRESENIUS MED CARE AG&CO KGAFMCQF9,533$2240.00%
239AMERICAN TOWER CORP NEW03027X1001,125$2170.00%
240KEYSIGHT TECHNOLOGIES INCKEYS1,283$2120.00%
241ORANGEORANY17,621$2050.00%
242PNC FINL SVCS GROUP INC6934751051,616$2030.00%
243NEXTERA ENERGY INCNEE-PW2,742$2000.00%
244WESTERN UN COWU13,274$1540.00%
245HALEON PLCHLNCF10,757$880.00%