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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

Tranquilli Financial Advisor LLC

Quarter ended Q1 2023 · Filed February 8, 2023 · Accession 0001214659-23-001816

Total Value
$131.7M
Positions
80
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (80)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937827614,289$46.2M35.10%
2SPDR SER TR78468R663269,873$24.7M18.74%
3SPDR SER TR78464A50872,216$2.8M2.13%
4SPDR INDEX SHS FDS78463X88994,142$2.8M2.12%
5DIMENSIONAL ETF TRUST25434V880123,297$2.7M2.02%
6ISHARES TR46428780427,522$2.6M1.98%
7SPDR SER TR78464A40943,348$2.2M1.67%
8ISHARES TR46432F33916,989$1.9M1.47%
9VANGUARD WORLD FDS92204A2078,213$1.6M1.19%
10BERKSHIRE HATHAWAY INC DELBRK-A5,040$1.6M1.18%
11VANGUARD WORLD FDS92204A5046,239$1.5M1.17%
12VANGUARD WORLD FDS92204A8019,049$1.5M1.17%
13VANGUARD WORLD FDS92204A6038,266$1.5M1.15%
14VANGUARD WORLD FDS92204A30612,343$1.5M1.14%
15VANGUARD WORLD FDS92204A40517,711$1.5M1.11%
16DIMENSIONAL ETF TRUST25434V70857,810$1.4M1.07%
17SPDR INDEX SHS FDS78463X50939,050$1.3M0.98%
18ISHARES TR46428858813,270$1.2M0.93%
19INVESCO QQQ TRIVZ4,229$1.1M0.85%
20DBX ETF TR23305114332,526$1.1M0.85%
21ISHARES TR4642875074,151$1.0M0.76%
22SPDR SER TR78464A47433,932$996,9220.76%
23FIRST TR EXCHNG TRADED FD VI33740F80522,480$987,3220.75%
24INVESCO EXCHANGE TRADED FD TIVZ6,547$924,7640.70%
25ENBRIDGE INCENNPF20,400$797,6400.61%
26MICROSOFT CORPMSFT3,268$783,7320.59%
27ISHARES TR4642872427,033$741,4890.56%
28ALPHABET INCGOOG7,636$677,5420.51%
29AMERISOURCEBERGEN CORPCOR4,059$672,6170.51%
30ORACLE CORPORCL-PD7,935$648,6070.49%
31SSGA ACTIVE ETF TR78467V84816,125$645,6450.49%
32ISHARES TR46432F3964,401$642,2380.49%
33WISDOMTREE TRWT10,622$641,1440.49%
34ISHARES TR46434V62112,822$641,1000.49%
35JPMORGAN CHASE & COVYLD4,770$639,6570.49%
36BOOKING HOLDINGS INCBKNG311$626,7520.48%
37PHILIP MORRIS INTL INC7181721096,107$618,0890.47%
38SCHWAB CHARLES CORPSCHW-PJ7,147$595,0590.45%
39ISHARES TR46428844821,263$577,5030.44%
40VISA INCV2,709$562,8220.43%
41CARMAX INCKMX8,215$500,2110.38%
42COMCAST CORP NEWCCZ14,229$497,5880.38%
43META PLATFORMS INCMETA3,987$479,7960.36%
44ISHARES TR4642871683,975$479,3850.36%
45ISHARES TR46429B6976,628$477,8790.36%
46ISHARES INC46434G8228,638$470,2530.36%
47BERKSHIRE HATHAWAY INC DELBRK-A1$468,7110.36%
48ALPHABET INCGOOG5,261$464,1780.35%
49AMAZON COM INCAMZN5,519$463,5960.35%
50EXXON MOBIL CORPXOM4,189$462,0470.35%
51GENERAL DYNAMICS CORPGD1,776$440,6430.33%
52EVERSOURCE ENERGYES5,016$420,5410.32%
53MASTERCARD INCORPORATEDMA1,148$399,1940.30%
54BRISTOL-MYERS SQUIBB COCELG-RI5,548$399,1790.30%
55IQVIA HLDGS INCIQV1,935$396,4620.30%
56VANECK ETF TRUST92189F43714,607$394,6810.30%
57NOVARTIS AGNVSEF4,291$389,2800.30%
58BANK NEW YORK MELLON CORP0640581008,532$388,3770.29%
59BECTON DICKINSON & COBDX1,526$388,0620.29%
60UNILEVER PLCUNLYF7,657$385,5300.29%
61NEW YORK CMNTY BANCORP INC64944510344,188$380,0170.29%
62JOHNSON & JOHNSONJNJ2,126$375,5580.29%
63WELLS FARGO CO NEW9497461018,994$371,3620.28%
64LOCKHEED MARTIN CORPLMT755$367,3000.28%
65ANALOG DEVICES INCADI2,160$354,3050.27%
66ISHARES TR4642872263,393$329,0870.25%
67JANUS DETROIT STR TR47103U8527,230$328,6760.25%
68SPDR SER TR78464A66410,976$318,6330.24%
69APPLE INCAAPL2,426$315,2100.24%
70EBAY INC.EBAY7,552$313,1810.24%
71HARTFORD FDS EXCHANGE TRADED41653L3058,987$296,9300.23%
72SELECT SECTOR SPDR TR81369Y5063,237$283,1400.21%
73DBX ETF TR2330514327,973$268,7700.20%
74SANOFISNYNF5,487$265,7350.20%
75ELEVANCE HEALTH INCELV514$263,6670.20%
76MCKESSON CORPMCK694$260,3330.20%
77TAIWAN SEMICONDUCTOR MFG LTD8740391003,201$238,4420.18%
78FIDELITY NATL INFORMATION SV31620M1063,425$232,3860.18%
79AMNEAL PHARMACEUTICALS INCAMRX71,414$142,1140.11%
80LLOYDS BANKING GROUP PLCLLOBF27,209$59,8600.05%