Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F COMBINATION REPORT

BSW Wealth Partners

Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001512601-23-000003

Total Value
$465.7M
Positions
308
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (308)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200156,995$60,31912.95%
2VANGUARD WORLD FD921910840278,489$28,6436.15%
3VANGUARD MUN BD FDS922907746522,823$25,8745.56%
4ISHARES TR46432F842350,228$21,5884.64%
5SPDR S&P 500 ETF TRSPY50,160$19,1834.12%
6VANGUARD SCOTTSDALE FDS92206C706277,648$16,2373.49%
7APPLE INCAAPL102,605$13,3312.86%
8ISHARES TR46428750748,953$11,8412.54%
9ISHARES TR46435G326188,184$10,5352.26%
10ISHARES TR46428765555,070$9,6022.06%
11ISHARES INC46434G103194,518$9,0841.95%
12MICROSOFT CORPMSFT29,076$6,9731.50%
13ISHARES TR464287465105,323$6,9131.48%
14ISHARES TR46435G516101,820$6,6941.44%
15ISHARES TR464289867136,591$6,4421.38%
16ISHARES GOLD TRIAU182,152$6,3011.35%
17NUSHARES ETF TRNU168,867$5,7821.24%
18VANGUARD INDEX FDS92290836315,160$5,3261.14%
19VANGUARD WORLD FD92191073371,716$4,7231.01%
20PROCTER AND GAMBLE CO74271810927,681$4,1950.90%
21VANGUARD TAX-MANAGED FDS92194385899,388$4,1710.90%
22ISHARES TR46434V46426,888$3,7140.80%
23NUSHARES ETF TRNU107,453$3,6730.79%
24PEPSICO INCPEP18,583$3,3570.72%
25ISHARES TR46436E569117,010$3,3260.71%
26PFIZER INCPFE57,960$2,9700.64%
27VANGUARD INTL EQUITY INDEX F92204285871,655$2,7930.60%
28SCHWAB STRATEGIC TR80852485456,575$2,7850.60%
29ISHARES TR46428825732,218$2,7350.59%
30ISHARES TR46428841425,897$2,7330.59%
31SCHWAB STRATEGIC TR80852480577,948$2,5110.54%
32ALPHABET INCGOOG28,192$2,4870.53%
33ISHARES TR46435G53230,638$2,4180.52%
34ISHARES TR46428723461,713$2,3390.50%
35LINDE PLCLIN6,669$2,1750.47%
36COCA COLA COKO31,316$1,9920.43%
37TRAVELERS COMPANIES INCTRV9,855$1,8480.40%
38ISHARES TR46428866115,933$1,8310.39%
39ISHARES INC46434G86359,087$1,7770.38%
40MASTERCARD INCMA4,975$1,7300.37%
41MERCK &CO INCMRK15,213$1,6880.36%
42AMAZON COM INCAMZN20,047$1,6840.36%
43ISHARES TR46434V26655,227$1,6570.36%
44ABBVIE INCABBV10,016$1,6190.35%
45JPMORGAN CHASE &COVYLD12,076$1,6190.35%
46ALPHABET INCGOOG17,178$1,5240.33%
47SPDR INDEX SHS FDS78463X88950,128$1,4880.32%
48DIGITALOCEAN HLDGS INCDOCN55,876$1,4230.31%
49BERKSHIRE HATHAWAY INC DELBRK-A4,499$1,3900.30%
50SCHWAB STRATEGIC TR80852410230,310$1,3580.29%
51ASML HOLDING N VASMLF2,458$1,3430.29%
52VANGUARD INDEX FDS9229085956,399$1,2830.28%
53JOHNSON & JOHNSONJNJ7,213$1,2740.27%
54HOME DEPOT INCHD4,001$1,2640.27%
55THERMO FISHER SCIENTIFIC INCTMO2,286$1,2590.27%
56DISNEY WALT CO25468710614,184$1,2320.26%
57INTERNATIONAL BUSINESS MACHSINTR8,641$1,2170.26%
58ABBOTT LABSABLZF10,939$1,2010.26%
59TAIWAN SEMICONDUCTOR MFG LTD87403910016,041$1,1950.26%
60UNILEVER PLCUNLYF22,957$1,1560.25%
61ASTRAZENECA PLCAZN16,332$1,1070.24%
62NVIDIA CORPNVDA7,409$1,0830.23%
63AUTOMATIC DATA PROCESSING INADP4,488$1,0720.23%
64EXXON MOBIL CORPXOM9,692$1,0690.23%
65AGILENT TECHNOLOGIES INCA6,897$1,0320.22%
66VISA INCV4,929$1,0240.22%
67STARBUCKS CORPSBUX10,305$1,0220.22%
68VANGUARD INDEX FDS9229087515,556$1,0200.22%
69LILLY ELI & COLLY2,770$1,0130.22%
70ACCENTURE PLC IRELANDACN3,751$1,0010.21%
71UNITEDHEALTH GROUP INCUNH1,806$9580.21%
72NIKE INCNKE7,993$9350.20%
73XYLEM INCXYL8,317$9200.20%
74MCDONALDS CORPMCD3,467$9140.20%
75WABTEC9297401088,902$8890.19%
76ABB LTDABLZF28,184$8580.18%
77ADOBE INCADBE2,446$8230.18%
78PROLOGIS INCPLDGP7,274$8200.18%
79DANAHER CORPORATION2358511023,072$8150.18%
80NOVARTIS AGNVSEF8,980$8150.18%
81UNION PAC CORPUNP3,915$8110.17%
82QUALCOMM INCQCOM7,274$8000.17%
83VANGUARD INTL EQUITY INDEX F9220427429,251$7970.17%
84BROADCOM INCAVGO1,419$7930.17%
85MONDELEZ INTL INC60920710511,168$7440.16%
86AMERICAN WTR WKS CO INC NEW0304201034,820$7350.16%
87AMGEN INCAMGN2,797$7350.16%
88ORACLE CORPORCL-PD8,915$7290.16%
89VANGUARD INDEX FDS9229086293,573$7280.16%
90SCHWAB STRATEGIC TR80852470630,508$7220.16%
91VANGUARD INDEX FDS9229086114,532$7200.15%
92EAST WEST BANCORP INCEWBC10,896$7180.15%
93BECTON DICKINSON &COBDX2,823$7180.15%
94INVESCO QQQ TRIVZ2,690$7160.15%
95AMERICAN TOWER CORP NEW03027X1003,367$7130.15%
96SALESFORCE COM INCCRM5,360$7110.15%
97INTUITINTU1,810$7040.15%
98TRANE TECHNOLOGIES PLCTT4,166$7000.15%
99MCCORMICK & CO INCMKC-V8,411$6970.15%
100GENERAL MLS INC3703341048,263$6930.15%
101NOVO-NORDISK A SNONOF5,119$6930.15%
102FIRST SOLAR INCFSLR4,590$6880.15%
103VERISK ANALYTICS INCVRSK3,834$6760.15%
104DOVER CORPDOV4,985$6750.14%
105VANGUARD SPECIALIZED FUNDS9219088444,432$6730.14%
106ISHARES TR4642876143,138$6720.14%
107HANNON ARMSTRONG SUST INFR C41068X10023,131$6700.14%
108TAKEDA PHARMACEUTICAL CO LTDTKPHF41,915$6540.14%
109CHEVRON CORP NEWCVX3,637$6530.14%
110COSTCO WHSL CORP NEW22160K1051,419$6480.14%
111PALO ALTO NETWORKS INCPANW4,598$6420.14%
112DEERE &CODE1,457$6250.13%
113SPDR GOLD TRGLD3,682$6250.13%
114MEDTRONIC PLCMDT8,027$6240.13%
115AUTODESK INCADSK3,339$6240.13%
116BRISTOL-MYERS SQUIBB COCELG-RI8,517$6130.13%
117GRAINGER W W INC3848021041,081$6010.13%
118ISHARES TR4642878046,297$5960.13%
119PAYPAL HLDGS INCPYPL8,273$5890.13%
120VMWARE INC9285634024,725$5800.12%
121SOLAREDGE TECHNOLOGIES INCSEDG2,010$5690.12%
122ECOLAB INCECL3,905$5680.12%
123APPLIED MATLS INC0382221055,829$5680.12%
124VANGUARD INDEX FDS9229086373,250$5660.12%
125MSCI INCMSCI1,206$5610.12%
126GILEAD SCIENCES INCGILD6,319$5420.12%
127SHERWIN WILLIAMS COSHW2,264$5370.12%
128SCHWAB CHARLES CORPSCHW-PJ6,377$5310.11%
129TESLA INCTSLA4,299$5300.11%
130VERIZON COMMUNICATIONS INCVZ13,433$5290.11%
131MARSH & MCLENNAN COS INC5717481023,153$5220.11%
132PRUDENTIAL FINL INCPUKPF5,119$5090.11%
133ISHARES TR4642875983,336$5060.11%
134HONEYWELL INTL INC4385161062,356$5050.11%
135WOLFSPEED INCWOLF7,313$5050.11%
136GOLDMAN SACHS GROUP INCGSCE1,443$4960.11%
137ORMAT TECHNOLOGIES INCORA5,673$4910.11%
138NEXTERA ENERGY INCNEE-PW5,804$4850.10%
139SCHWAB STRATEGIC TR80852420110,646$4810.10%
140AMERICAN EXPRESS COAXP3,250$4800.10%
141SVB FINL GROUP78486Q1012,053$4720.10%
142INTEL CORPINTC17,489$4620.10%
143TJX COS INC NEW8725401095,787$4610.10%
144PNC FINL SVCS GROUP INC6934751052,914$4600.10%
145PIEDMONT OFFICE REALTY TR INPDM49,996$4580.10%
146ENPHASE ENERGY INCENPH1,725$4570.10%
147MORGAN STANLEYMS-PQ5,337$4540.10%
148BANK NEW YORK MELLON CORP0640581009,940$4520.10%
149EATON CORP PLCETN2,845$4470.10%
150ISHARES TR46436E54413,295$4420.09%
151WALMART INCWMT3,117$4420.09%
152OMNICELL INCOMCL8,740$4410.09%
153ENTERPRISE PRODS PARTNERS L29379210718,135$4370.09%
154INVESTMENT MANAGERS SER TR I46144X58614,899$4360.09%
155ILLINOIS TOOL WKS INC4523081091,955$4310.09%
156INTERNATIONAL FLAVORS&FRAGRA4595061014,091$4290.09%
157JOHNSON CTLS INTL PLCG515021056,625$4240.09%
158ALCON INCALC6,184$4240.09%
159DUPONT DE NEMOURS INCDD6,112$4190.09%
160COLGATE PALMOLIVE COCL5,278$4160.09%
161ITRON INCITRI8,170$4140.09%
162ETSY INCETSY3,435$4110.09%
163ANTHEM INCELV799$4100.09%
164SONY CORPSNEJF5,313$4050.09%
165PHILIP MORRIS INTL INC7181721093,969$4020.09%
166ALLSTATE CORPALL-PJ2,965$4020.09%
167ISHARES TR4642881583,819$3980.09%
168ISHARES TR46435U66311,997$3940.08%
169CHECK POINT SOFTWARE TECH LTM224651043,042$3840.08%
170NETFLIX INCNFLX1,301$3840.08%
171HEXCEL CORP NEW4282911086,515$3830.08%
172INGERSOLL RAND INCIR7,322$3830.08%
173KEURIG DR PEPPER INCKDP10,753$3830.08%
174CVS HEALTH CORPCVS4,098$3820.08%
175APTIV PLCAPTV4,087$3810.08%
176ISHARES TR4642872263,912$3790.08%
177BP PLCBPPFF10,830$3780.08%
178ALTRIA GROUP INCMO8,149$3720.08%
179CISCO SYS INCCSCO7,770$3700.08%
180SHINHAN FINANCIAL GROUP CO LSHG13,233$3700.08%
181AT&T INCT-PC19,931$3670.08%
182DELL TECHNOLOGIES INCDELL8,943$3600.08%
183ICICI BANK LIMITEDIBN16,287$3570.08%
184COLUMBIA BKG SYS INC19723610211,611$3500.08%
185FACEBOOK INCMETA2,893$3480.07%
186CITIGROUP INCC-PR7,682$3470.07%
187AMERICAN INTL GROUP INC0268747845,457$3450.07%
188CBRE GROUP INCCBRE4,470$3440.07%
189HONDA MOTOR LTDHNDAF14,824$3390.07%
190BANCOLOMBIA S A05968L10211,828$3380.07%
191VANGUARD WORLD FDS92204A3062,789$3380.07%
192LOWES COS INC5486611071,695$3380.07%
193DIAGEO P L CDGEAF1,879$3350.07%
194FMC CORPFMC2,687$3350.07%
195INTUITIVE SURGICAL INCISRG1,255$3330.07%
196BLACKSTONE INCBX4,472$3320.07%
197QUANTA SVCS INC74762E1022,332$3320.07%
198KIMBERLY-CLARK CORPKMB2,443$3320.07%
199TRUIST FINL CORP89832Q1097,572$3260.07%
200IPG PHOTONICS CORPIPGP3,431$3250.07%
201SPROTT PHYSICAL GOLD TRSII22,624$3190.07%
202CIGNA CORP NEW125523100961$3190.07%
203HEWLETT PACKARD ENTERPRISE CHPE-PC19,924$3180.07%
204ASE TECHNOLOGY HOLDING CO LTASX50,256$3150.07%
205ISHARES TR4642871503,703$3140.07%
206HALLIBURTON COHAL7,901$3110.07%
207BRIGHT HORIZONS FAM SOL IN D1091941004,915$3100.07%
208VANGUARD INDEX FDS9229087691,618$3090.07%
209MICROVISION INC DELMVIS130,000$3060.07%
210SUNRUN INCRUN12,697$3050.07%
211CATERPILLAR INCCAT1,275$3050.07%
212SPDR S&P MIDCAP 400 ETF TRMDY687$3040.07%
213V F CORPVFC11,024$3040.07%
214MODERNA INCMRNA1,688$3030.07%
215ISHARES TR46434V8786,000$3000.06%
216METLIFE INCMET-PF4,130$2990.06%
217RYERSON HLDG CORPRYZ9,860$2980.06%
218GENERAL ELECTRIC CO3696043013,521$2950.06%
219LIBERTY OILFIELD SVCS INCLBRT18,414$2950.06%
220PENUMBRA INCPEN1,318$2930.06%
221GENUINE PARTS COGPC1,681$2920.06%
222SCHWAB STRATEGIC TR8085246077,177$2910.06%
223EQUINIX INCEQIX441$2890.06%
224AUTOZONE INCAZO117$2890.06%
225SCHWAB STRATEGIC TR8085248396,334$2890.06%
226JD COM INCJDCMF5,127$2880.06%
227ACTIVISION BLIZZARD INC00507V1093,745$2870.06%
228CADENCE DESIGN SYSTEM INCCDNS1,786$2870.06%
229SYSCO CORPSYY3,746$2860.06%
230EQUIFAX INCEFX1,467$2850.06%
231US BANCORP DELUSB-PS6,356$2770.06%
232COUPANG INCCPNG18,710$2750.06%
233NOMURA HLDGS INCNRSCF73,136$2740.06%
234ANALOG DEVICES INCADI1,671$2740.06%
235P T TELEKOMUNIKASI INDONESIA71568410611,427$2730.06%
236HF SINCLAIR CORPORATIONDINO5,247$2720.06%
237LAM RESEARCH CORPLRCX644$2710.06%
238CARRIER GLOBAL CORPORATIONCARR6,580$2710.06%
239ISHARES TR46434V8605,340$2690.06%
240T-MOBILE US INCTMUSZ1,915$2680.06%
241CANON INCCAJFF12,300$2670.06%
242SPDR SER TR78464A6984,533$2660.06%
243ISHARES TR4642876221,265$2660.06%
244HCA HEALTHCARE INCHCA1,110$2660.06%
245CHUNGHWA TELECOM CO LTDCHT7,042$2580.06%
246BOSTON SCIENTIFIC CORPBSX5,548$2570.06%
247GARTNER INCIT755$2540.05%
248BOOKING HLDGS INCBKNG125$2520.05%
249KB FINANCIAL GROUP INC48241A1056,500$2510.05%
250ZOETIS INCZTS1,669$2450.05%
251INFOSYS LTDINFY13,517$2430.05%
252SQUARE INCBSQKZ3,808$2390.05%
253RAYTHEON TECHNOLOGIES CORPRTX2,350$2370.05%
254SYNOPSYS INCSNPS742$2370.05%
255WOORI FINL GROUP INC9810641088,449$2330.05%
256CSX CORPCSX7,296$2260.05%
257ABRDN SILVER ETF TRUSTSIVR9,804$2250.05%
258KRAFT HEINZ COKHC5,489$2230.05%
259LEVI STRAUSS & CO NEWLEVI14,325$2220.05%
260HERSHEY COHSY954$2210.05%
261WPP PLC NEWWPPGF4,473$2200.05%
262SCHWAB STRATEGIC TR8085245083,341$2190.05%
263MOODYS CORPMCO786$2190.05%
264CROWN CASTLE INTL CORP NEWCCI1,616$2190.05%
265COCA-COLA FEMSA SAB DE CVCOCSF3,214$2180.05%
266CANADIAN SOLAR INCCSIQ6,939$2140.05%
267OMNICOM GROUP INCOMC2,620$2140.05%
268ONEOK INC NEWOKE3,250$2140.05%
269DIGITAL RLTY TR INC2538681032,135$2140.05%
270NXP SEMICONDUCTORS N VNXPI1,345$2130.05%
271GSK PLCGLAXF6,029$2120.05%
272JINKOSOLAR HLDG CO LTDJKS5,130$2100.05%
273UNITED RENTALS INCURI592$2100.05%
274BIOGEN INCBIIB757$2100.05%
275CHUBB LIMITEDCB942$2080.04%
276STRYKER CORPORATIONSYK843$2060.04%
277COMCAST CORP NEWCCZ5,885$2060.04%
278BROOKFIELD RENEWABLE CORPBEPC7,430$2050.04%
279ALEXANDRIA REAL ESTATE EQ IN0152711091,397$2040.04%
280WIPRO LTDWIT43,466$2030.04%
281RPM INTL INC7496851032,083$2030.04%
282STMICROELECTRONICS N VSTMEF5,686$2020.04%
283ISHARES TR4642872421,912$2020.04%
284INTERPUBLIC GROUP COS INCINTR6,019$2000.04%
285UNITED MICROELECTRONICS CORPUMC29,996$1960.04%
286TELEFONICA S ATELFY51,152$1830.04%
287VODAFONE GROUP PLC NEW92857W30817,105$1730.04%
288TELEFONICA BRASIL SAVIV21,755$1560.03%
289DESIGNER BRANDS INCDBI15,535$1520.03%
290LUMEN TECHNOLOGIES INCLUMN28,293$1480.03%
291LLOYDS BANKING GROUP PLCLLOBF65,779$1450.03%
292BANCO BRADESCO S A05946030348,925$1410.03%
293NIO INCNIOIF14,202$1380.03%
294BANCO BILBAO VIZCAYA ARGENTABBVXF21,987$1320.03%
295TPI COMPOSITES INCTPICQ12,424$1260.03%
296LG DISPLAY CO LTDLPL23,379$1160.02%
297ERICSSON29482160817,749$1040.02%
298PACIFIC BIOSCIENCES CALIF IN69404D10812,241$1000.02%
299ETF MANAGERS TR26924G50818,550$790.02%
300NATWEST GROUP PLCRBSPF11,558$750.02%
301NOKIA CORPNOKBF15,624$720.02%
302BANCO SANTANDER S.A.BCDRF20,059$590.01%
303BANCO BRADESCO S A05946040221,429$550.01%
304TURKCELL ILETISIM HIZMETLERITKC11,297$540.01%
305PROTERRA INC74374T10912,104$460.01%
306KINGSOFT CLOUD HLDGS LTDKCLHF10,233$390.01%
307INVITAE CORP46185L10320,312$380.01%
308GRAB HOLDINGS LIMITEDGRABW10,330$330.01%