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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 Q4 2023 · Filed November 14, 2023 · Accession 0001104659-23-117967

Total Value
$7.8M
Positions
275
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (275)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087693,276,134$697,9178.94%
2VANGUARD BD INDEX FD INC9219378359,416,047$657,3348.42%
3VANGUARD TAX MANAGED INTL FD9219438586,424,797$281,7923.61%
4CENCORA INCCOR1,474,408$269,6073.45%
5MICROSOFT CORPMSFT669,395$209,9552.69%
6BOOKING HLDGS INCBKNG57,856$179,6352.30%
7ALPHABET INCGOOG1,208,905$159,9522.05%
8VANGUARD INDEX FDS922908629760,715$158,8832.04%
9BERKSHIRE HATHAWAY INC DELBRK-A433,459$154,7731.98%
10VANGUARD BD INDEX FD INC9219378271,908,084$143,3161.84%
11SCHWAB CHARLES CORPSCHW-PJ2,369,206$129,2461.66%
12IQVIA HLDGS INCIQV625,583$123,6861.58%
13VANGUARD SCOTTSDALE FDS92206C7062,120,738$121,1151.55%
14MASTERCARD INCORPORATEDMA301,725$120,5241.54%
15AMAZON COM INCAMZN931,193$117,3191.50%
16VISA INCV504,111$116,7861.50%
17COMCAST CORP NEWCCZ2,373,648$106,4821.36%
18FIDELITY NATL INFORMATION SV31620M1061,865,005$104,1041.33%
19AIR PRODS & CHEMS INCAIIR348,340$99,9291.28%
20CARMAX INCKMX1,390,486$95,9681.23%
21ALPHABET INCGOOG713,336$94,9671.22%
22JPMORGAN CHASE & COVYLD614,239$90,6551.16%
23PHILIP MORRIS INTL INC718172109912,341$84,8941.09%
24TAIWAN SEMICONDUCTOR MFG LTD874039100974,067$84,1711.08%
25VANGUARD INTL EQUITY INDEX F9220428582,040,088$79,9101.02%
26VANGUARD SCOTTSDALE FDS92206C7711,761,600$77,2640.99%
27WELLS FARGO CO NEW9497461011,882,093$76,9970.99%
28ADOBE SYSTEMS INCORPORATEDADBE147,134$74,2590.95%
29VANGUARD INDEX FDS922908744530,409$73,6370.94%
30ORACLE CORPORCL-PD622,649$66,0960.85%
31CHECK POINT SOFTWARE TECH LTM22465104489,008$65,5220.84%
32EXXON MOBIL CORPXOM538,562$64,3420.82%
33VANGUARD MUN BD FD INC9229077461,308,354$62,8400.80%
34QUALCOMM INCQCOM555,807$61,7490.79%
35ISHARES TR464287200135,740$58,4180.75%
36UNITEDHEALTH GROUP INCUNH113,126$57,7040.74%
37ISHARES TR46435U8531,584,533$55,0940.71%
38ENBRIDGE INCENNPF1,582,000$53,0600.68%
39CVS HEALTH CORPCVS756,005$52,9420.68%
40DISNEY WALT CO254687106620,630$49,7310.64%
41ISHARES TR46435G3341,474,120$46,7740.60%
42VANECK VECTORS ETF TR92189H3001,911,025$45,4440.58%
43OMNICOM GROUP INCOMC603,811$44,7130.57%
44FISERV INCFISV389,472$44,2260.57%
45EDISON INTL281020107680,391$43,2660.55%
46ISHARES TR464288877873,217$43,0230.55%
47GSK PLCGLAXF1,136,495$41,3000.53%
48BECTON DICKINSON & COBDX156,844$41,2090.53%
49VANGUARD WORLD FDS92204A405504,970$40,8420.52%
50MEDTRONIC PLCMDT504,112$39,6690.51%
51SANOFISNYNF745,493$39,5190.51%
52UNITED PARCEL SERVICE INCUPS252,998$39,3410.50%
53NOVARTIS AGNVSEF375,246$38,3990.49%
54LAMAR ADVERTISING CO NEWLAMR462,404$38,1160.49%
55STARBUCKS CORPSBUX416,718$37,9550.49%
56BLACKROCK INCBLK58,022$37,4380.48%
57ISHARES TR46432F834619,174$37,2370.48%
58EBAY INC.EBAY844,011$36,8410.47%
59SPDR SERIES TRUST78464A300505,421$36,7540.47%
60PFIZER INCPFE1,124,170$36,0750.46%
61DUKE ENERGY CORP NEWDUKB402,574$35,7030.46%
62ISHARES TR46429B671828,351$35,5860.46%
63VANGUARD WORLD FDS92204A884330,400$34,8440.45%
64COCA COLA COKO622,547$34,7440.45%
65ANALOG DEVICES INCADI194,154$34,2510.44%
66VEEVA SYS INCVEEV164,491$33,3670.43%
67SCHWAB STRATEGIC TR808524102664,824$33,2150.43%
68AMGEN INCAMGN120,147$32,5380.42%
69GENUINE PARTS COGPC221,464$31,7270.41%
70VANGUARD WHITEHALL FDS921946885528,026$31,3120.40%
71VANGUARD MALVERN FDS922020805657,930$31,1270.40%
72LOCKHEED MARTIN CORPLMT74,037$30,4260.39%
73UNILEVER PLCUNLYF612,503$30,1360.39%
74SALESFORCE COM INCCRM142,650$28,9880.37%
75SPIRIT RLTY CAP INC NEW84860W300853,288$28,4150.36%
76VANGUARD BD INDEX FDS921937793414,704$27,8390.36%
77GENERAL DYNAMICS CORPGD125,028$27,8050.36%
78BANK NEW YORK MELLON CORP064058100618,239$26,3870.34%
79TRUIST FINL CORP89832Q109901,404$25,4470.33%
80CONOCOPHILLIPSCOP204,678$25,1180.32%
81ISHARES INC464286772410,865$24,3520.31%
82ECOLAB INCECL143,556$24,3010.31%
83PROCTER AND GAMBLE CO742718109165,635$24,2390.31%
84ISHARES INC464286400794,807$24,2100.31%
85SPDR SERIES TRUST78468R853651,241$24,1810.31%
86ISHARES TR46434V613548,187$23,9780.31%
87MCKESSON CORPMCK53,853$23,8050.30%
88VANECK ETF TRUST92189F437872,311$23,6920.30%
89VERIZON COMMUNICATIONS INCVZ718,382$23,3830.30%
90LLOYDS BANKING GROUP PLCLLOBF10,740,954$22,9860.29%
91AUTODESK INCADSK109,198$22,7020.29%
92TEXAS INSTRS INC882508104141,334$22,4850.29%
93CHEVRON CORP NEWCVX126,634$21,6020.28%
94J P MORGAN EXCHANGE TRADED F46641Q647412,861$19,9580.26%
95NETFLIX INCNFLX52,903$19,9130.26%
96COMPASS MINERALS INTL INCCOMP714,835$19,7290.25%
97INGREDION INCINGR197,995$19,4730.25%
98SCHWAB STRATEGIC TR808524854393,293$18,8470.24%
99BROADRIDGE FINL SOLUTIONS IN11133T10396,974$17,5520.22%
100VANGUARD WORLD FDS92204A20794,363$17,2670.22%
101FIDELITY COVINGTON TRUST316092303392,819$16,7730.21%
102BANK AMERICA CORP060505104593,897$16,3680.21%
103SCHWAB STRATEGIC TR808524730604,666$15,8240.20%
104RTX CORPORATIONRTX219,128$15,7770.20%
105SCHWAB STRATEGIC TR808524870293,821$14,8700.19%
106ISHARES TR464288414136,830$14,0360.18%
107DOMINION RES INC VA NEWD307,134$13,5570.17%
108THE CIGNA GROUP12552310045,120$13,0990.17%
109WYNDHAM HOTELS & RESORTS INCWH178,567$12,6070.16%
110DIAMONDBACK ENERGY INCFANG78,829$12,3870.16%
111ISHARES TR46435U549268,334$12,1560.16%
112PLAINS GP HLDGS L PPAGP734,311$11,9110.15%
113YUM CHINA HLDGS INCYUMC213,419$11,8280.15%
114ALLEGION PLCALLE105,262$10,9750.14%
115ISHARES TR46434V878215,333$10,8440.14%
116J P MORGAN EXCHANGE TRADED F46641Q837214,453$10,7660.14%
117FOMENTO ECONOMICO MEXICANO S34441910697,466$10,5170.13%
118CHARLES RIV LABS INTL INC15986410751,516$10,0620.13%
119DBX ETF TR233051150252,558$10,0210.13%
120ZEBRA TECHNOLOGIES CORPORATIZBRA41,404$9,8070.13%
121Altria Group Inc.MO230,252$9,7030.12%
122ISHARES INC464286806371,289$9,6980.12%
123LABORATORY CORP AMER HLDGS50540R40943,874$8,9180.11%
124ALIBABA GROUP HLDG LTDBBAAY95,661$8,1830.10%
125HANESBRANDS INC4103451022,221,687$7,9980.10%
126AMERICAN INTL GROUP INC026874784125,507$7,6910.10%
127CITIGROUP INCC-PR161,814$6,6670.09%
128ENTERPRISE PRODS PARTNERS L293792107236,077$6,4730.08%
129WPP PLC NEWWPPGF137,553$6,1060.08%
130APPLE INCAAPL35,352$6,0340.08%
131AMERICAN EXPRESS COAXP39,896$5,9940.08%
132US BANCORP DELUSB-PS180,818$5,8710.08%
133ZIMMER BIOMET HOLDINGS INCZBH51,286$5,7680.07%
134CRANE COMPANYCR63,418$5,6640.07%
135CAPITAL ONE FINL CORP14040H10554,616$5,2980.07%
136WARNER BROS DISCOVERY INCWBD480,631$5,1380.07%
137GENERAL MTRS CO37045V100144,395$4,7880.06%
138TERADYNE INCTER42,886$4,2750.05%
139ANHEUSER BUSCH INBEV SA/NVBUDFF79,035$4,2330.05%
140TELUS CORPORATIONTU250,534$4,1110.05%
141EQUIFAX INCEFX22,396$4,0980.05%
142LAUDER ESTEE COS INC51843910428,820$4,0910.05%
143INTERNATIONAL FLAVORS&FRAGRA45950610158,684$4,0010.05%
144VANECK VECTORS ETF TR92189H40981,290$3,9520.05%
145ISHARES TR46435U663114,875$3,8800.05%
146NIKE INCNKE42,765$3,8330.05%
147CAMPBELL SOUP COCPB91,239$3,7650.05%
148JD.COM INCJDCMF129,992$3,7110.05%
149VANGUARD INDEX FDS92290861122,029$3,5260.05%
150VANGUARD WORLD FDS92204A50412,335$2,9190.04%
151VANGUARD INDEX FDS92290875115,341$2,9080.04%
152J P MORGAN EXCHANGE TRADED F46641Q65457,393$2,8970.04%
153MASCO CORPMAS52,217$2,8360.04%
154NUSHARES ETF TRNU84,806$2,4200.03%
155ISHARES INC46434G86375,956$2,2960.03%
156SCHWAB STRATEGIC TR80852486246,337$2,2190.03%
157EXPEDIA INC DELEXPE20,950$2,1490.03%
158HALLIBURTON COHAL49,700$2,0770.03%
159BIOMARIN PHARMACEUTICAL INCBMRN21,314$1,9020.02%
160MILLICOM INTL CELLULAR SAL6388F110119,943$1,8470.02%
161KROGER COKR34,045$1,5350.02%
162NVIDIA CORPORATIONNVDA3,474$1,4970.02%
163AUTOZONE INCAZO570$1,4590.02%
164HUNTINGTON BANCSHARES INCHBANP135,909$1,3880.02%
165WILLIAMS COS INC96945710040,287$1,3860.02%
166GRAHAM HLDGS COGHM2,314$1,3560.02%
167FORTREA HLDGS INCFTRE43,923$1,2590.02%
168GLOBAL PMTS INC37940X10210,812$1,2550.02%
169JOHNSON & JOHNSONJNJ7,666$1,2040.02%
170KELLANOVABEKE20,133$1,1920.02%
171HOME DEPOT INCHD3,602$1,0930.01%
172UBS GROUP AGUBS43,550$1,0760.01%
173TESLA INCTSLA4,211$1,0380.01%
174ISHARES TR46435G42510,936$1,0290.01%
175SPDR DOW JONES INDL AVERAGE78467X1092,951$9930.01%
176AVNET INCAVT20,001$9790.01%
177HSBC HLDGS PLCHBCYF24,562$9750.01%
178ISHARES TR46428888511,103$9580.01%
179ELI LILLY & COLLY1,741$9480.01%
180STELLANTIS N.VSTLA48,612$9370.01%
181BROADCOM INCAVGO1,125$9360.01%
182SCHLUMBERGER LTDSLB14,869$9060.01%
183SPDR SER TR78464A85417,915$9030.01%
184KEYCORP NEW49326710880,263$8440.01%
185AMBEV SAABEV324,493$8310.01%
186CISCO SYS INCCSCO15,343$8270.01%
187SUMITOMO MITSUI FINL GROUP I86562M20982,028$8270.01%
188BLACKROCK ETF TRUSTBLK17,223$8130.01%
189ABBVIE INCABBV5,078$7730.01%
190LOWES COS INC5486611073,546$7370.01%
191BARCLAYS PLCBCLYF92,622$7250.01%
192FIFTH THIRD BANCORPFITBM28,883$7230.01%
193APPLIED MATLS INC0382221054,709$6510.01%
194PEPSICO INCPEP3,781$6410.01%
195ISHARES TR46435G19329,398$6400.01%
196ISHARES TR46434V86012,517$6350.01%
197ISHARES TR4642885887,078$6300.01%
198MERCK & CO INCMRK6,043$6300.01%
199CME GROUP INCCME2,934$5920.01%
200ISHARES TR46436E61914,324$5870.01%
201ISHARES TR46436E76716,610$5760.01%
202KLA CORPKLAC1,219$5580.01%
203FRANKLIN TEMPLETON ETF TRFGDL32,851$5560.01%
204ISHARES TR4642874325,970$5290.01%
205WALMART INCWMT3,238$5260.01%
206GILEAD SCIENCES INCGILD6,754$5090.01%
207COSTCO WHSL CORP NEW22160K105877$4990.01%
208ACCENTURE PLC IRELANDACN1,647$4950.01%
209ROPER TECHNOLOGIES INCROP1,009$4920.01%
210MONDELEZ INTL INC6092071056,925$4810.01%
211POLARIS INCPII4,417$4590.01%
212BRISTOL-MYERS SQUIBB COCELG-RI7,849$4560.01%
213EMERSON ELEC COEMR4,583$4450.01%
214CONSTELLATION BRANDS INCSTZ1,755$4410.01%
215INTERCONTINENTAL EXCHANGE IN45866F1043,931$4360.01%
216ROCKWELL AUTOMATION INCROK1,507$4320.01%
217SERVICENOW INCNOW776$4300.01%
218INTERNATIONAL BUSINESS MACHSINTR3,016$4270.01%
219INTUITINTU811$4160.01%
220DEERE & CODE1,074$4130.01%
221PENTAIR PLCPNR6,287$4100.01%
222ISHARES TR46429B6975,555$4040.01%
223TELEFONICA S ATELFY98,474$4020.01%
224TEVA PHARMACEUTICAL INDS LTD88162420939,263$4010.01%
225THERMO FISHER SCIENTIFIC INCTMO764$3840.00%
226NEXTERA ENERGY INCNEE-PW6,422$3670.00%
227MIZUHO FINL GROUP INCMZHOF103,612$3660.00%
228CATERPILLAR INCCAT1,327$3660.00%
229S&P GLOBAL INCSPGI977$3600.00%
230SUNCOR ENERGY INC NEWSU10,179$3580.00%
231INVESCO LTDIVZ24,408$3530.00%
232GOLDMAN SACHS GROUP INCGSCE1,076$3500.00%
233ONEOK INC NEWOKE5,359$3480.00%
234BP PLCBPPFF8,806$3470.00%
235INTEL CORPINTC9,671$3400.00%
236ISHARES TR4642878043,585$3400.00%
237PETROLEO BRASILEIRO SA PETRO71654V40822,867$3390.00%
238NVENT ELECTRIC PLCNVT6,248$3370.00%
239CORE LABORATORIES INCCLB13,570$3330.00%
240ISHARES TR4642873094,689$3220.00%
241STATE STR CORPSTT-PG4,706$3180.00%
242ISHARES TR46436E7595,475$3120.00%
243BLACKSTONE INCBX2,884$3120.00%
244CLOROX CO DELCLX2,414$3100.00%
245ISHARES TR4642877212,849$2980.00%
246PALO ALTO NETWORKS INCPANW1,235$2900.00%
247NOMURA HLDGS INCNRSCF69,129$2860.00%
248DANAHER CORPORATION2358511021,138$2810.00%
249PNC FINL SVCS GROUP INC6934751052,266$2780.00%
250ISHARES TR46429B26712,597$2780.00%
251MERCADOLIBRE INCMELI206$2620.00%
252WILEY JOHN & SONS INC9682232066,864$2560.00%
253MOODYS CORPMCO787$2510.00%
254ABBOTT LABSABLZF2,548$2500.00%
255MCDONALDS CORPMCD929$2470.00%
256AMERICAN TOWER CORP NEW03027X1001,516$2460.00%
257GENERAL ELECTRIC C3696043012,192$2460.00%
258AT&T INCT-PC16,037$2410.00%
259LINDE PLCLIN642$2400.00%
260EATON CORP PLCETN1,108$2390.00%
261UNION PAC CORPUNP1,151$2350.00%
262ISHARES TR46435G5163,375$2340.00%
263ISHARES TR4642872422,276$2330.00%
264YUM BRANDS INCYUM1,838$2280.00%
265VANGUARD INTL EQUITY INDEX F9220427182,136$2270.00%
266FORTINET INCFTNT3,781$2220.00%
267FRESENIUS MED CARE AG&CO KGAFMCQF10,145$2200.00%
268ORANGEORANY19,101$2180.00%
269BOEING COBA-PA1,132$2160.00%
270MONOLITHIC PWR SYS INC609839105477$2160.00%
271BIOGEN INCBIIB833$2150.00%
272ADVANCED MICRO DEVICES INCAMD2,086$2140.00%
273UBER TECHNOLOGIES INCUBER4,571$2110.00%
274WESTERN UN COWU13,167$1770.00%
275HALEON PLCHLNCF11,634$960.00%