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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

Legacy Private Trust Co.

Quarter ended Q2 2023 · Filed April 12, 2023 · Accession 0001352547-23-000004

Total Value
$1.17B
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200299,387$123.1M10.49%
2VANGUARD INDEX FDS922908769296,897$60.6M5.17%
3VANGUARD TAX-MANAGED FDS9219438581,122,484$50.7M4.32%
4VANGUARD BD INDEX FDS921937835608,006$44.9M3.83%
5ISHARES TR464287150403,197$36.5M3.11%
6ISHARES TR464287226325,051$32.4M2.76%
7APPLE INCAAPL186,494$30.8M2.62%
8VANGUARD INDEX FDS922908652199,029$27.9M2.38%
9ISHARES TR464288240494,698$24.1M2.06%
10SCHWAB STRATEGIC TR808524102466,426$22.3M1.90%
11MICROSOFT CORPMSFT65,934$19.0M1.62%
12ISHARES TR464287804166,835$16.1M1.38%
13VANGUARD INTL EQUITY INDEX F922042858382,009$15.4M1.32%
14ISHARES TR464288414133,378$14.4M1.23%
15J P MORGAN EXCHANGE TRADED F46641Q837283,810$14.3M1.22%
16ALPHABET INCGOOG136,263$14.1M1.21%
17NVIDIA CORPORATIONNVDA49,566$13.8M1.17%
18FIRST TR EXCHANGE-TRADED FD33739Q200272,580$13.0M1.11%
19INVESCO EXCH TRD SLF IDX FDIVZ609,338$12.5M1.07%
20VANGUARD WORLD FD921910709128,536$11.6M0.99%
21INVESCO EXCHANGE TRADED FD TIVZ242,592$11.5M0.98%
22SCHWAB STRATEGIC TR808524805321,739$11.2M0.95%
23INVESCO EXCH TRD SLF IDX FDIVZ524,366$11.1M0.94%
24VANGUARD STAR FDS921909768200,201$11.1M0.94%
25AMAZON COM INCAMZN99,311$10.3M0.87%
26INVESCO EXCH TRD SLF IDX FDIVZ532,612$10.2M0.87%
27UNION PAC CORPUNP50,259$10.1M0.86%
28INVESCO EXCH TRD SLF IDX FDIVZ496,042$10.1M0.86%
29FISERV INCFISV84,303$9.5M0.81%
30JPMORGAN CHASE & COVYLD70,876$9.2M0.79%
31PROSHARES TR74348A46794,915$8.7M0.74%
32MASTERCARD INCORPORATEDMA23,568$8.6M0.73%
33INVESCO EXCH TRD SLF IDX FDIVZ418,633$8.4M0.72%
34CHEVRON CORP NEWCVX48,683$7.9M0.68%
35THERMO FISHER SCIENTIFIC INCTMO12,548$7.2M0.62%
36WALMART INCWMT48,785$7.2M0.61%
37J P MORGAN EXCHANGE TRADED F46641Q241150,798$7.1M0.60%
38ISHARES TR46435G326115,296$7.0M0.59%
39SELECT SECTOR SPDR TR81369Y10083,903$6.8M0.58%
40LOWES COS INC54866110733,647$6.7M0.57%
41LILLY ELI & COLLY19,392$6.7M0.57%
42SCHWAB STRATEGIC TR808524201137,374$6.6M0.57%
43MCKESSON CORPMCK18,015$6.4M0.55%
44JOHNSON & JOHNSONJNJ40,755$6.3M0.54%
45ISHARES TR46436E726291,470$6.3M0.54%
46KIMBERLY-CLARK CORPKMB46,185$6.2M0.53%
47AMERIPRISE FINL INC03076C10620,222$6.2M0.53%
48DANAHER CORPORATION23585110224,509$6.2M0.53%
49BROADCOM INCAVGO9,598$6.2M0.53%
50FIRST TR EXCH TRADED FD III33739N108120,616$6.1M0.52%
51MCDONALDS CORPMCD21,948$6.1M0.52%
52DEERE & CODE14,763$6.1M0.52%
53TEXAS INSTRS INC88250810432,595$6.1M0.52%
54CONOCOPHILLIPSCOP59,973$5.9M0.51%
55VANGUARD INDEX FDS92290836315,649$5.9M0.50%
56CONSTELLATION BRANDS INCSTZ25,813$5.8M0.50%
57ISHARES TR46432F39641,630$5.8M0.49%
58PFIZER INCPFE140,337$5.7M0.49%
59LINDE PLCLIN15,951$5.7M0.48%
60TARGET CORPTGT31,973$5.3M0.45%
61ASSOCIATED BANC CORPASBA294,240$5.3M0.45%
62ISHARES TR46428750720,213$5.1M0.43%
63ISHARES TR46435U697193,620$5.0M0.43%
64PROSHARES TR74347R248104,347$5.0M0.42%
65GOLDMAN SACHS GROUP INCGSCE15,090$4.9M0.42%
66COSTCO WHSL CORP NEW22160K1059,778$4.9M0.41%
67META PLATFORMS INCMETA22,906$4.9M0.41%
68INVESCO EXCHANGE TRADED FD TIVZ29,917$4.7M0.40%
69INVESCO CURRENCYSHARES EUROFXE45,964$4.6M0.39%
70LOCKHEED MARTIN CORPLMT9,505$4.5M0.38%
71ISHARES TR46429B69758,871$4.3M0.37%
72BANK AMERICA CORP060505104145,684$4.2M0.36%
73SELECT SECTOR SPDR TR81369Y605128,557$4.1M0.35%
74SCHWAB STRATEGIC TR80852479756,400$4.1M0.35%
75J P MORGAN EXCHANGE TRADED F46641Q33270,903$3.9M0.33%
76GOLDMAN SACHS ETF TRNVGLF63,904$3.8M0.33%
77INVESCO EXCHANGE TRADED FD TIVZ26,168$3.8M0.32%
78PUBLIC SVC ENTERPRISE GRP IN74457310658,785$3.7M0.31%
79ISHARES TR46428815834,736$3.6M0.31%
80FIRST TR EXCH TRADED FD III33739N10869,974$3.6M0.30%
81INVESCO EXCHANGE TRADED FD TIVZ21,489$3.5M0.30%
82SELECT SECTOR SPDR TR81369Y88651,359$3.5M0.30%
83ABBVIE INCABBV21,448$3.4M0.29%
841ISHARES TR46435G318134,019$3.4M0.29%
85MERCK & CO INCMRK31,393$3.3M0.28%
86ARK ETF TR00214Q10482,564$3.3M0.28%
87CVS HEALTH CORPCVS44,362$3.3M0.28%
88TESLA INCTSLA15,829$3.3M0.28%
89METTLER TOLEDO INTERNATIONALMTD2,108$3.2M0.28%
90SPDR INDEX SHS FDS78463X88996,929$3.1M0.27%
91CISCO SYS INCCSCO59,275$3.1M0.26%
92SELECT SECTOR SPDR TR81369Y86082,596$3.1M0.26%
93ISHARES TR46428773935,894$3.0M0.26%
94SELECT SECTOR SPDR TR81369Y80318,717$2.8M0.24%
95ISHARES INC46434G10357,146$2.8M0.24%
96LISTED FD TR53656F80583,360$2.7M0.23%
97DISNEY WALT CO25468710626,393$2.6M0.23%
98ISHARES TR46428844887,203$2.4M0.20%
99US BANCORP DELUSB-PS61,624$2.2M0.19%
100COMCAST CORP NEWCCZ57,083$2.2M0.18%
101BERKSHIRE HATHAWAY INC DELBRK-A6,990$2.2M0.18%
102VANGUARD INDEX FDS92290874415,160$2.1M0.18%
103ISHARES TR46435U28379,984$2.0M0.17%
104HOME DEPOT INCHD6,846$2.0M0.17%
105BLACKROCK INCBLK2,989$2.0M0.17%
106EXXON MOBIL CORPXOM18,126$2.0M0.17%
107ISHARES TR46435U25976,930$2.0M0.17%
108SPDR SER TR78464A81323,125$1.9M0.17%
109FIRST TR EXCHANGE-TRADED FD33739Q20039,396$1.9M0.16%
110VISA INCV8,274$1.9M0.16%
111ISHARES TR46428745722,439$1.8M0.16%
112TYSON FOODS INCTSN30,841$1.8M0.16%
113ISHARES TR46428743217,090$1.8M0.16%
114ADOBE SYSTEMS INCORPORATEDADBE4,657$1.8M0.15%
115ISHARES TR46435U69768,632$1.8M0.15%
116SPDR S&P 500 ETF TRSPY4,213$1.7M0.15%
117ISHARES TR46428767119,300$1.7M0.15%
118ABBOTT LABSABLZF16,845$1.7M0.15%
119ISHARES TR46428861216,014$1.7M0.14%
120ISHARES TR46435U43261,946$1.6M0.14%
121ISHARES TR46428772117,549$1.6M0.14%
122UNITEDHEALTH GROUP INCUNH3,400$1.6M0.14%
123SALESFORCE INCCRM7,807$1.6M0.13%
124CHUBB LIMITEDCB7,812$1.5M0.13%
125ISHARES TR46428716812,729$1.5M0.13%
126NICOLET BANKSHARES INCNIC21,656$1.4M0.12%
127VANGUARD INDEX FDS9229087517,195$1.4M0.12%
128ACCENTURE PLC IRELANDACN4,744$1.4M0.12%
129SCHWAB STRATEGIC TR80852479717,908$1.3M0.11%
130VANGUARD INDEX FDS9229085386,512$1.3M0.11%
1311VANGUARD WORLD FD9219108738,157$1.2M0.10%
132ISHARES TR46428841410,748$1.2M0.10%
133GOLDMAN SACHS ETF TRNVGLF24,771$1.1M0.10%
134T-MOBILE US INCTMUSZ7,874$1.1M0.10%
135ISHARES TR46435G31844,677$1.1M0.10%
136EMERSON ELEC COEMR12,875$1.1M0.10%
137VANGUARD INDEX FDS9229086375,954$1.1M0.09%
138J P MORGAN EXCHANGE TRADED F46641Q33219,500$1.1M0.09%
139CAPITAL ONE FINL CORP14040H10510,827$1.0M0.09%
140ISHARES TR46435U32539,652$1.0M0.09%
141INVESCO EXCH TRADED FD TR IIIVZ15,959$995,8410.08%
142VANGUARD INDEX FDS9229086116,217$987,0100.08%
143ECOLAB INCECL5,962$986,8890.08%
144TJX COS INC NEW87254010912,428$973,8580.08%
145PROCTER AND GAMBLE CO7427181096,474$962,6190.08%
146COCA COLA COKO15,345$951,8500.08%
147PEPSICO INCPEP5,155$939,7560.08%
148ISHARES TR46435U43235,157$935,5270.08%
149VANGUARD INDEX FDS9229087694,581$934,9820.08%
150AFLAC INCAFL13,810$891,0210.08%
151WEC ENERGY GROUP INCWEC9,277$879,3660.07%
152CSX CORPCSX29,050$869,7570.07%
153MODERNA INCMRNA5,601$860,2010.07%
154ALLSTATE CORPALL-PJ7,761$859,9960.07%
155ISHARES TR4642872002,005$824,2150.07%
156BRISTOL-MYERS SQUIBB COCELG-RI11,354$786,9450.07%
157INVESCO EXCH TRD SLF IDX FDIVZ32,960$784,1050.07%
158INVESCO EXCH TRD SLF IDX FDIVZ33,075$782,5540.07%
159VANGUARD INDEX FDS9229086293,693$778,9270.07%
160VANGUARD INTL EQUITY INDEX F92204285819,047$769,4980.07%
1611PROSHARES TR74348A4678,423$768,5140.07%
162SPDR S&P MIDCAP 400 ETF TRMDY1,666$763,7110.07%
163WELLS FARGO CO NEW94974610120,413$763,0370.07%
164ISHARES TR4642874407,656$758,8620.06%
165COPART INCCPRT10,036$754,8070.06%
166ISHARES TR4642881587,188$752,4390.06%
167ISHARES TR4642876223,336$751,3670.06%
168VANGUARD SCOTTSDALE FDS92206C8708,542$685,2390.06%
169J P MORGAN EXCHANGE TRADED F46641Q83713,295$669,0040.06%
170VANECK ETF TRUST92189F6438,923$658,7850.06%
171ISHARES TR46435U32523,914$612,1980.05%
172ISHARES TR46435U28323,904$608,5950.05%
173ADVANCED MICRO DEVICES INCAMD5,995$587,5690.05%
174AIR PRODS & CHEMS INCAIIR2,044$587,0570.05%
175INVESCO EXCH TRD SLF IDX FDIVZ35,341$582,7730.05%
176AMGEN INCAMGN2,410$582,6170.05%
177DTE ENERGY CODTK5,288$579,2470.05%
178HP INCHPQ18,885$554,2740.05%
179GENERAL DYNAMICS CORPGD2,419$552,0390.05%
180VANGUARD WHITEHALL FDS9219464065,185$547,0170.05%
181APPLE INCAAPL3,260$537,5740.05%
182STRYKER CORPORATIONSYK1,867$532,9720.05%
183INVESCO EXCHANGE TRADED FD TIVZ1,826$532,6090.05%
184ISHARES TR4642876067,360$526,3130.04%
185HONEYWELL INTL INC4385161062,750$525,5800.04%
186APPLIED MATLS INC0382221054,269$524,3610.04%
1873M COMMM4,955$520,8200.04%
188MICROSOFT CORPMSFT1,800$518,9400.04%
189ISHARES TR4642876141,963$479,6190.04%
190HOST HOTELS & RESORTS INCHST28,808$475,0430.04%
191ISHARES TR46435U51518,814$469,2210.04%
192VANGUARD SPECIALIZED FUNDS9219088443,020$465,1100.04%
193ISHARES TR46432F8426,925$462,9360.04%
194VANGUARD SCOTTSDALE FDS92206C8476,902$452,1500.04%
195ALPHABET INCGOOG4,325$449,8000.04%
196INVESCO EXCH TRD SLF IDX FDIVZ22,955$439,8170.04%
197AMCOR PLCAMCCF38,398$436,9690.04%
198NIKE INCNKE3,404$417,4660.04%
199INTEL CORPINTC12,774$417,3260.04%
200INVESCO EXCH TRD SLF IDX FDIVZ22,808$417,2670.04%
201TRAVELERS COMPANIES INCTRV2,423$415,3260.04%
202BROOKFIELD CORP11271J10712,600$410,6340.04%
203ISHARES TR46428844814,636$402,3430.03%
204MOODYS CORPMCO1,314$402,1100.03%
205GENERAL ELECTRIC CO3696043014,172$398,8430.03%
206INTERNATIONAL BUSINESS MACHSINTR2,920$382,7820.03%
207SPDR GOLD TRGLD2,072$379,6310.03%
208PSB HLDGS INC WIS69360N10817,381$367,6080.03%
209STANDEX INTL CORP8542311072,850$348,9540.03%
210UNION PAC CORPUNP1,725$347,1730.03%
211ROPER TECHNOLOGIES INCROP784$345,5000.03%
212FIRST TR EXCHNG TRADED FD VI33740U2089,551$345,4600.03%
213QUALCOMM INCQCOM2,600$331,7080.03%
214STATE STR CORPSTT-PG4,378$331,3700.03%
215WISDOMTREE TRWT11,448$326,9540.03%
216ALLIANT ENERGY CORPLNT6,000$320,4000.03%
217SELECT SECTOR SPDR TR81369Y6059,904$318,4130.03%
218SPROTT PHYSICAL GOLD TRSII20,575$318,0890.03%
219WISDOMTREE TRWT4,905$305,7770.03%
220NVIDIA CORPORATIONNVDA1,100$305,5470.03%
221EXXON MOBIL CORPXOM2,764$303,1000.03%
222VERIZON COMMUNICATIONS INCVZ7,670$298,2860.03%
223VANGUARD WORLD FD9219107334,100$294,0110.03%
224SELECT SECTOR SPDR TR81369Y1003,644$293,9250.03%
225APTIV PLCAPTV2,611$292,9280.02%
226SELECT SECTOR SPDR TR81369Y4071,955$292,3500.02%
227J P MORGAN EXCHANGE TRADED F46641Q6545,520$280,3600.02%
228ISHARES TR4642875981,838$279,8530.02%
229MONDELEZ INTL INC6092071053,950$275,3940.02%
230VANGUARD INDEX FDS9229087361,104$275,3810.02%
231JPMORGAN CHASE & COVYLD2,110$274,9540.02%
232AUTOZONE INCAZO110$270,3960.02%
233VANGUARD TAX-MANAGED FDS9219438585,822$262,9790.02%
234KIMBERLY-CLARK CORPKMB1,950$261,7290.02%
235UNILEVER PLCUNLYF4,921$255,5470.02%
236ALPHABET INCGOOG2,435$252,5820.02%
237INVESCO EXCH TRD SLF IDX FDIVZ11,325$251,7540.02%
2381INVESCO ACTIVELY MANAGED ETFIVZ5,050$250,4800.02%
239CORNING INCGLW6,900$243,4320.02%
240LINDE PLCLIN673$239,2110.02%
241AMAZON COM INCAMZN2,285$236,0170.02%
242PHILIP MORRIS INTL INC7181721092,425$235,8310.02%
243AMERICAN TOWER CORP NEW03027X1001,150$234,9910.02%
244ISHARES TR4642886532,035$233,0880.02%
245SELECT SECTOR SPDR TR81369Y8523,985$231,0100.02%
246AMERIPRISE FINL INC03076C106745$228,3420.02%
247PAYPAL HLDGS INCPYPL2,995$227,4400.02%
248BANK FIRST CORPBFC3,090$227,3620.02%
249PLEXUS CORPPLXS2,330$227,3380.02%
250CUMMINS INCCMI950$226,9360.02%
251JOHNSON & JOHNSONJNJ1,445$223,9750.02%
252FIRST TR EXCHNG TRADED FD VI33740F5996,412$215,5710.02%
253SELECT SECTOR SPDR TR81369Y8863,133$212,0720.02%
254FIRST TR EXCHNG TRADED FD VI33740U8856,832$211,0400.02%
255FIRST TR EXCHNG TRADED FD VI33740F7485,697$209,8200.02%
256BANK FIRST CORPBFC2,750$202,3450.02%
257VANGUARD BD INDEX FDS9219378352,717$200,5960.02%
258AMERICAN EXPRESS COAXP1,150$189,6920.02%
259DISNEY WALT CO2546871061,870$187,2430.02%
260ISHARES TR4642877392,182$185,2510.02%
261THERMO FISHER SCIENTIFIC INCTMO315$181,5560.02%
262META PLATFORMS INCMETA855$181,2080.02%
263PFIZER INCPFE4,402$179,6010.02%
264SALESFORCE INCCRM880$175,8060.01%
2651BROADCOM INCAVGO270$173,2150.01%
266MASTERCARD INCORPORATEDMA470$170,8020.01%
267EATON VANCE TAX-MANAGED BUY-ETN13,275$167,6630.01%
268ISHARES TR4642871501,822$164,9820.01%
269DANAHER CORPORATION235851102645$162,5650.01%
270BANK AMERICA CORP0605051045,570$159,3020.01%
271ADOBE SYSTEMS INCORPORATEDADBE400$154,1480.01%
272GOLDMAN SACHS GROUP INCGSCE470$153,7410.01%
273TESLA INCTSLA735$152,4830.01%
274WALMART INCWMT1,005$148,1870.01%
275CONOCOPHILLIPSCOP1,489$147,7230.01%
276COSTCO WHSL CORP NEW22160K105288$143,0980.01%
277CVS HEALTH CORPCVS1,865$138,5880.01%
278MCDONALDS CORPMCD490$137,0080.01%
279MCKESSON CORPMCK380$135,2990.01%
280CONSTELLATION BRANDS INCSTZ565$127,6270.01%
281ISHARES TR4642872261,275$127,0410.01%
282FISERV INCFISV1,100$124,3330.01%
283LOWES COS INC548661107560$111,9830.01%
284VANGUARD INDEX FDS922908652795$111,4590.01%
285TYSON FOODS INCTSN1,810$107,3690.01%
286TARGET CORPTGT635$105,1750.01%
287GOLDMAN SACHS ETF TRNVGLF1,716$103,2510.01%
288VANECK ETF TRUST92189F6431,385$102,2540.01%
289COMCAST CORP NEWCCZ2,170$82,2640.01%
290CHUBB LIMITEDCB415$80,5840.01%
291ISHARES TR464287804782$75,6190.01%
292VANGUARD WORLD FD921910709785$71,0730.01%
293BRISTOL-MYERS SQUIBB COCELG-RI1,000$69,3100.01%
294INVESCO EXCHANGE TRADED FD TIVZ1,337$63,2660.01%
295ISHARES TR46432F396449$62,4280.01%
296VERIZON COMMUNICATIONS INCVZ1,434$55,7680.00%
297ISHARES TR46436E7261,897$40,8420.00%
298VANGUARD STAR FDS921909768739$40,8000.00%
299INVESCO EXCH TRD SLF IDX FDIVZ2,031$40,7600.00%
300INVESCO EXCH TRD SLF IDX FDIVZ1,998$40,5190.00%
301INVESCO EXCH TRD SLF IDX FDIVZ1,965$40,4590.00%
302INVESCO EXCH TRD SLF IDX FDIVZ1,915$40,3680.00%
303INVESCO CURRENCYSHARES EUROFXE397$39,7750.00%
304SELECT SECTOR SPDR TR81369Y803261$39,4130.00%
305MODERNA INCMRNA242$37,1660.00%
306AMERICAN EXPRESS COAXP215$35,4640.00%
307INTERNATIONAL BUSINESS MACHSINTR210$27,5280.00%
3083M COMMM250$26,2770.00%
309COCA COLA COKO250$15,5070.00%
310CHEVRON CORP NEWCVX75$12,2370.00%
311TJX COS INC NEW872540109150$11,7540.00%
312GRILLIT INC39850R10910,500,000$1,0500.00%
313SIONIX CORP8294001002,361,816$20.00%