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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 COMBINATION REPORT

BSW Wealth Partners

Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001512601-23-000006

Total Value
$488.2M
Positions
317
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (317)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200160,331$65.9M13.50%
2VANGUARD MUN BD FDS922907746605,493$30.7M6.28%
3VANGUARD WORLD FD921910840286,078$28.9M5.92%
4ISHARES TR46432F842350,417$23.4M4.80%
5SPDR S&P 500 ETF TRSPY50,310$20.6M4.22%
6VANGUARD SCOTTSDALE FDS92206C706288,564$17.3M3.54%
7APPLE INCAAPL97,385$16.1M3.29%
8ISHARES TR46428750749,742$12.4M2.55%
9ISHARES TR46428765556,626$10.1M2.07%
10ISHARES INC46434G103197,632$9.6M1.98%
11MICROSOFT CORPMSFT29,232$8.4M1.73%
12ISHARES TR464287465104,180$7.5M1.53%
13ISHARES TR46435G516100,281$7.2M1.48%
14ISHARES TR464289867129,368$6.5M1.33%
15ISHARES GOLD TRIAU162,183$6.1M1.24%
16NUSHARES ETF TRNU167,905$5.7M1.17%
17VANGUARD WORLD FD92191073377,238$5.5M1.13%
18VANGUARD INDEX FDS92290836314,682$5.5M1.13%
19VANGUARD INDEX FDS92290876922,211$4.5M0.93%
20VANGUARD TAX-MANAGED FDS92194385898,828$4.5M0.91%
21PROCTER AND GAMBLE CO74271810927,813$4.1M0.85%
22NUSHARES ETF TRNU106,321$3.8M0.77%
23ISHARES TR46434V46424,632$3.6M0.75%
24ISHARES TR46436E569117,658$3.6M0.74%
25PEPSICO INCPEP17,386$3.2M0.65%
26ISHARES TR46428825732,374$3.0M0.60%
27ALPHABET INCGOOG27,992$2.9M0.59%
28VANGUARD INTL EQUITY INDEX F92204285870,215$2.8M0.58%
29AMAZON COM INCAMZN26,175$2.7M0.55%
30ISHARES TR46428841424,696$2.7M0.55%
31SCHWAB STRATEGIC TR80852480576,396$2.7M0.54%
32ISHARES TR46428723461,261$2.4M0.50%
33LINDE PLCLIN6,496$2.3M0.47%
34PFIZER INCPFE55,153$2.3M0.46%
35DIGITALOCEAN HLDGS INCDOCN55,876$2.2M0.45%
36NVIDIA CORPNVDA7,145$2.0M0.41%
37COCA COLA COKO31,433$1.9M0.40%
38ALPHABET INCGOOG17,766$1.8M0.38%
39MASTERCARD INCMA4,914$1.8M0.37%
40ISHARES TR46434V26655,045$1.7M0.35%
41TRAVELERS COMPANIES INCTRV9,813$1.7M0.34%
42ASML HOLDING N VASMLF2,427$1.7M0.34%
43TAIWAN SEMICONDUCTOR MFG LTD87403910017,377$1.6M0.33%
44SPDR INDEX SHS FDS78463X88949,588$1.6M0.33%
45ABBVIE INCABBV9,929$1.6M0.32%
46JPMORGAN CHASE &COVYLD11,888$1.5M0.32%
47ZEVIA PBCZVIA400,000$1.5M0.32%
48SCHWAB STRATEGIC TR80852410231,322$1.5M0.31%
49DISNEY WALT CO25468710614,424$1.4M0.30%
50MERCK &CO INCMRK13,531$1.4M0.29%
51THERMO FISHER SCIENTIFIC INCTMO2,490$1.4M0.29%
52VANGUARD STAR FDS92190976825,813$1.4M0.29%
53BERKSHIRE HATHAWAY INC DELBRK-A4,498$1.4M0.28%
54VANGUARD INDEX FDS9229085956,307$1.4M0.28%
55ABBOTT LABSABLZF11,944$1.2M0.25%
56ADOBE INCADBE3,083$1.2M0.24%
57HOME DEPOT INCHD3,947$1.2M0.24%
58VISA INCV5,026$1.1M0.23%
59INTERNATIONAL BUSINESS MACHSINTR8,500$1.1M0.23%
60JOHNSON & JOHNSONJNJ7,167$1.1M0.23%
61EXXON MOBIL CORPXOM9,692$1.1M0.22%
62UNILEVER PLCUNLYF20,272$1.1M0.22%
63ASTRAZENECA PLCAZN15,097$1.0M0.21%
64VANGUARD INDEX FDS9229087515,521$1.0M0.21%
65ACCENTURE PLC IRELANDACN3,653$1.0M0.21%
66MCDONALDS CORPMCD3,663$1.0M0.21%
67NIKE INCNKE7,967$977,0720.20%
68QUALCOMM INCQCOM7,609$970,7270.20%
69BROADCOM INCAVGO1,506$966,2740.20%
70LILLY ELI & COLLY2,756$946,5330.19%
71AGILENT TECHNOLOGIES INCA6,834$945,3880.19%
72AUTOMATIC DATA PROCESSING INADP4,237$943,3470.19%
73MCCORMICK & CO INCMKC-V11,299$940,2150.19%
74PROLOGIS INCPLDGP7,457$930,3840.19%
75PALO ALTO NETWORKS INCPANW4,525$903,8230.19%
76AUTODESK INCADSK4,340$903,4150.19%
77ABB LTDABLZF26,111$895,6180.18%
78INVESCO QQQ TRIVZ2,788$894,8510.18%
79WABTEC9297401088,769$886,2380.18%
80ORACLE CORPORCL-PD9,489$881,7180.18%
81AMERICAN TOWER CORP NEW03027X1004,292$876,9840.18%
82FACEBOOK INCMETA4,029$853,9060.17%
83ISHARES INC46434G86327,086$852,6670.17%
84DOVER CORPDOV5,611$852,5810.17%
85VANGUARD INTL EQUITY INDEX F9220427429,254$852,1980.17%
86UNITEDHEALTH GROUP INCUNH1,803$851,9820.17%
87XYLEM INCXYL8,081$846,1180.17%
88INTUITINTU1,894$844,3250.17%
89PAYPAL HLDGS INCPYPL10,564$802,2300.16%
90NOVO-NORDISK A SNONOF5,022$799,2010.16%
91UNION PAC CORPUNP3,947$794,3610.16%
92VANGUARD BD INDEX FDS92193783510,554$779,2020.16%
93DANAHER CORPORATION2358511023,082$776,8660.16%
94TESLA INCTSLA3,708$769,2620.16%
95ISHARES TR4642876143,138$766,6690.16%
96MEDTRONIC PLCMDT9,500$765,8910.16%
97SCHWAB STRATEGIC TR80852470630,919$758,1340.16%
98VANGUARD INDEX FDS9229086293,530$744,5920.15%
99GRAINGER W W INC3848021041,080$744,0170.15%
100INTEL CORPINTC22,740$742,9150.15%
101VERIZON COMMUNICATIONS INCVZ18,539$720,9860.15%
102VERISK ANALYTICS INCVRSK3,710$711,7200.15%
103VANGUARD SPECIALIZED FUNDS9219088444,599$708,2750.15%
104COSTCO WHSL CORP NEW22160K1051,420$705,7500.14%
105WOLFSPEED INCWOLF10,757$698,6670.14%
106AMERICAN WTR WKS CO INC NEW0304201034,651$681,3500.14%
107FIRST SOLAR INCFSLR3,083$670,5530.14%
108STARBUCKS CORPSBUX6,389$665,3050.14%
109APPLIED MATLS INC0382221055,410$664,4960.14%
110MSCI INCMSCI1,185$663,2320.14%
111NOVARTIS AGNVSEF7,161$658,8390.13%
112AMGEN INCAMGN2,608$630,5790.13%
113BRISTOL-MYERS SQUIBB COCELG-RI8,851$613,4870.13%
114ISHARES TR4642878046,334$612,4980.13%
115CHEVRON CORP NEWCVX3,738$609,8190.12%
116SOLAREDGE TECHNOLOGIES INCSEDG2,001$608,2040.12%
117VANGUARD INDEX FDS9229086373,250$607,1320.12%
118MONDELEZ INTL INC6092071058,560$596,7790.12%
119SPDR GOLD TRGLD3,205$587,2200.12%
120ISHARES TR4642875983,820$581,6330.12%
121TRANE TECHNOLOGIES PLCTT3,103$570,8900.12%
122DEERE &CODE1,376$568,3020.12%
123MARSH & MCLENNAN COS INC5717481023,384$563,6220.12%
124VMWARE INC9285634024,438$554,0840.11%
125GILEAD SCIENCES INCGILD6,615$548,8350.11%
126NXP SEMICONDUCTORS N VNXPI2,938$547,8640.11%
127ECOLAB INCECL3,302$546,6530.11%
128PNC FINL SVCS GROUP INC6934751054,210$535,1230.11%
129MICROVISION INC DELMVIS200,000$534,0000.11%
130OMNICELL INCOMCL9,015$528,9100.11%
131AMERICAN EXPRESS COAXP3,201$527,9350.11%
132GENERAL MLS INC3703341046,050$517,0460.11%
133SCHWAB STRATEGIC TR80852420110,657$515,4660.11%
134VANGUARD WORLD FDS92204A7021,334$514,2170.11%
135SONY CORPSNEJF5,475$496,2950.10%
136ILLINOIS TOOL WKS INC4523081092,031$494,4590.10%
137TAKEDA PHARMACEUTICAL CO LTDTKPHF29,696$489,3860.10%
138EATON CORP PLCETN2,834$485,5770.10%
139SALESFORCE COM INCCRM2,426$484,6660.10%
140HANNON ARMSTRONG SUST INFR C41068X10016,586$474,3690.10%
141ORMAT TECHNOLOGIES INCORA5,594$474,2230.10%
142MORGAN STANLEYMS-PQ5,398$473,9600.10%
143BANK NEW YORK MELLON CORP06405810010,419$473,4580.10%
144ENTERPRISE PRODS PARTNERS L29379210718,231$472,1760.10%
145APTIV PLCAPTV4,198$470,9740.10%
146HONDA MOTOR LTDHNDAF17,751$470,2240.10%
147GOLDMAN SACHS GROUP INCGSCE1,406$459,7530.09%
148WALMART INCWMT3,117$459,6360.09%
149VANGUARD WORLD FDS92204A5041,927$459,5980.09%
150VANGUARD INDEX FDS9229086112,873$456,1170.09%
151BALL CORPBALL8,198$451,7920.09%
152HONEYWELL INTL INC4385161062,356$450,1890.09%
153ITRON INCITRI8,053$446,5390.09%
154ISHARES TR46436E54413,128$445,1590.09%
155KEURIG DR PEPPER INCKDP12,595$444,3360.09%
156INGERSOLL RAND INCIR7,576$440,7470.09%
157AT&T INCT-PC22,895$440,7350.09%
158NEXTERA ENERGY INCNEE-PW5,704$439,6640.09%
159HEXCEL CORP NEW4282911086,404$437,0730.09%
160CVS HEALTH CORPCVS5,854$435,0140.09%
161ASE TECHNOLOGY HOLDING CO LTASX54,533$434,6280.09%
162DARLING INGREDIENTS INCDAR7,371$430,4660.09%
163ALCON INCALC6,102$430,4350.09%
164TJX COS INC NEW8725401095,352$419,3880.09%
165IPG PHOTONICS CORPIPGP3,382$417,0340.09%
166BP PLCBPPFF10,851$411,7050.08%
167ISHARES TR46435U66312,107$411,5170.08%
168WALKER & DUNLOP INCWD5,370$409,0330.08%
169PRUDENTIAL FINL INCPUKPF4,929$407,8100.08%
170CISCO SYS INCCSCO7,786$407,0280.08%
171BOOKING HLDGS INCBKNG153$405,8190.08%
172SYSCO CORPSYY5,199$401,4800.08%
173ISHARES TR4642881583,819$399,7730.08%
174CHECK POINT SOFTWARE TECH LTM224651043,026$393,3800.08%
175BLACKSTONE INCBX4,472$392,8200.08%
176ISHARES TR4642872263,936$392,1860.08%
177BRIGHT HORIZONS FAM SOL IN D1091941005,061$389,6470.08%
178INTERNATIONAL FLAVORS&FRAGRA4595061014,226$388,6230.08%
179PHILIP MORRIS INTL INC7181721093,969$385,9430.08%
180BANCOLOMBIA S A05968L10215,077$378,8850.08%
181ETSY INCETSY3,398$378,2990.08%
182ZOETIS INCZTS2,268$377,5390.08%
183HCA HEALTHCARE INCHCA1,422$374,9750.08%
184EQUINIX INCEQIX510$367,8090.08%
185PIEDMONT OFFICE REALTY TR INPDM49,996$364,9710.07%
186CITIGROUP INCC-PR7,779$364,7570.07%
187JOHNSON CTLS INTL PLCG515021056,056$364,7070.07%
188LAM RESEARCH CORPLRCX682$361,6230.07%
189SHINHAN FINANCIAL GROUP CO LSHG13,409$361,2460.07%
190RYERSON HLDG CORPRYZ9,860$358,7070.07%
191CONSTELLATION BRANDS INCSTZ1,581$357,1890.07%
192CADENCE DESIGN SYSTEM INCCDNS1,699$356,9430.07%
193BOSTON SCIENTIFIC CORPBSX7,098$355,1130.07%
194QUANTA SVCS INC74762E1022,127$354,4590.07%
195DELL TECHNOLOGIES INCDELL8,791$353,4860.07%
196COCA-COLA FEMSA SAB DE CVCOCSF4,390$353,2660.07%
197SPROTT PHYSICAL GOLD TRSII22,624$349,7670.07%
198ISHARES TR4642871503,837$347,4260.07%
199LOWES COS INC5486611071,721$344,0560.07%
200GENERAL ELECTRIC CO3696043013,560$340,3360.07%
201VANGUARD CHARLOTTE FDS92203J4076,920$338,5260.07%
202ALLSTATE CORPALL-PJ3,039$336,7210.07%
203NETFLIX INCNFLX968$334,4250.07%
204HERSHEY COHSY1,308$332,6680.07%
205ANALOG DEVICES INCADI1,666$328,5680.07%
206VANGUARD WORLD FDS92204A3062,789$318,5870.07%
207FMC CORPFMC2,592$316,5440.06%
208CBRE GROUP INCCBRE4,347$316,5050.06%
209EQUIFAX INCEFX1,518$307,9110.06%
210P T TELEKOMUNIKASI INDONESIA71568410611,290$307,8780.06%
211HEWLETT PACKARD ENTERPRISE CHPE-PC19,294$307,3570.06%
212BROOKFIELD RENEWABLE CORPBEPC8,785$307,0350.06%
213SPDR S&P MIDCAP 400 ETF TRMDY665$304,8430.06%
214DUPONT DE NEMOURS INCDD4,245$304,6640.06%
215ICICI BANK LIMITEDIBN14,067$303,5660.06%
216ISHARES TR46434V8786,000$301,5000.06%
217SCHWAB STRATEGIC TR8085246077,188$301,4140.06%
218DIAGEO P L CDGEAF1,650$298,8950.06%
219COUPANG INCCPNG18,630$298,0800.06%
220CARRIER GLOBAL CORPORATIONCARR6,421$293,7750.06%
221COLGATE PALMOLIVE COCL3,891$292,4320.06%
222GENUINE PARTS COGPC1,714$286,7690.06%
223ISHARES TR4642876221,265$284,9160.06%
224CATERPILLAR INCCAT1,235$282,5110.06%
225STMICROELECTRONICS N VSTMEF5,244$280,5010.06%
226STRYKER CORPORATIONSYK981$280,0460.06%
227SCHWAB STRATEGIC TR8085248395,944$278,8310.06%
228PENUMBRA INCPEN993$276,7400.06%
229SUNRUN INCRUN13,699$276,0350.06%
230CRISPR THERAPEUTICS AGCRSP6,073$274,6820.06%
231SHERWIN WILLIAMS COSHW1,215$273,1780.06%
232ENPHASE ENERGY INCENPH1,289$271,0510.06%
233ISHARES TR46434V8605,354$270,8660.06%
234SYNOPSYS INCSNPS700$270,3750.06%
235ANTHEM INCELV587$269,7480.06%
236CROWN CASTLE INTL CORP NEWCCI2,006$268,4370.05%
237NOMURA HLDGS INCNRSCF70,636$268,4170.05%
238RPM INTL INC7496851033,072$268,0100.05%
239INFOSYS LTDINFY15,307$266,9490.05%
240INTUITIVE SURGICAL INCISRG1,038$265,1780.05%
241EAST WEST BANCORP INCEWBC4,710$261,4050.05%
242STEEL DYNAMICS INCSTLD2,304$260,4900.05%
243WPP PLC NEWWPPGF4,346$258,6740.05%
244MODERNA INCMRNA1,680$258,0140.05%
245DIGITAL RLTY TR INC2538681032,622$257,8070.05%
246LEVI STRAUSS & CO NEWLEVI14,116$257,3340.05%
247ISHARES TR46435G3264,254$257,2390.05%
248US BANCORP DELUSB-PS7,065$254,6840.05%
249WIPRO LTDWIT56,695$254,5610.05%
250SCHWAB CHARLES CORPSCHW-PJ4,852$254,1290.05%
251HF SINCLAIR CORPORATIONDINO5,247$253,8500.05%
252UNITED MICROELECTRONICS CORPUMC28,942$253,5320.05%
253FERGUSON PLC NEWG3421J1061,892$253,0550.05%
254V F CORPVFC11,024$252,5600.05%
255JD COM INCJDCMF5,707$250,4800.05%
256STAAR SURGICAL COSTAA3,915$250,3640.05%
257MERCADOLIBRE INCMELI189$249,1130.05%
258COLUMBIA BKG SYS INC19723610211,611$248,7080.05%
259T-MOBILE US INCTMUSZ1,684$243,9110.05%
260CHUBB LIMITEDCB1,245$241,7540.05%
261AMERICAN INTL GROUP INC0268747844,749$239,1620.05%
262RAYTHEON TECHNOLOGIES CORPRTX2,436$238,5570.05%
263OMNICOM GROUP INCOMC2,525$238,1970.05%
264UNITED RENTALS INCURI593$234,6860.05%
265HALLIBURTON COHAL7,384$233,6310.05%
266AUTOZONE INCAZO95$233,5240.05%
267F N B CORP30252010120,110$233,2760.05%
268MOODYS CORPMCO760$232,6230.05%
269GARTNER INCIT713$232,2740.05%
270FISERV INCFISV2,045$231,1460.05%
271BECTON DICKINSON &COBDX932$230,6520.05%
272KRAFT HEINZ COKHC5,914$228,7130.05%
273COMCAST CORP NEWCCZ5,990$227,0990.05%
274ABRDN SILVER ETF TRUSTSIVR9,804$226,5700.05%
275GSK PLCGLAXF6,345$225,7620.05%
276CIGNA CORP NEW125523100880$224,7510.05%
277CHURCH & DWIGHT CO INCCHD2,536$224,2080.05%
278INTERPUBLIC GROUP COS INCINTR6,017$224,0620.05%
279CSX CORPCSX7,422$222,2210.05%
280UBER TECHNOLOGIES INCUBER6,990$221,5830.05%
281WOORI FINL GROUP INC9810641088,393$220,6520.05%
282ACTIVISION BLIZZARD INC00507V1092,568$219,7950.05%
283SCHWAB STRATEGIC TR8085245083,237$219,6200.04%
284METLIFE INCMET-PF3,739$216,6440.04%
285KIMBERLY-CLARK CORPKMB1,583$212,5040.04%
286JINKOSOLAR HLDG CO LTDJKS4,143$211,3760.04%
287ISHARES TR4642872421,912$209,5460.04%
288MAGELLAN MIDSTREAM PRTNRS LP5590801063,834$208,0540.04%
289MOTOROLA SOLUTIONS INCMSI722$206,5860.04%
290PROGRESSIVE CORP7433151031,441$206,1490.04%
291SK TELECOM LTDSKM10,048$206,0840.04%
292VODAFONE GROUP PLC NEW92857W30818,478$203,9970.04%
293STERLING INFRASTRUCTURE INCSTRL5,370$203,4160.04%
294SQUARE INCBSQKZ2,953$202,7240.04%
295PENTAIR PLCPNR3,640$201,1830.04%
296COMPANIA CERVECERIAS UNIDAS20442910412,392$193,6870.04%
297LIBERTY OILFIELD SVCS INCLBRT14,150$181,2620.04%
298TELEFONICA S ATELFY37,755$161,5910.03%
299BANCO BRADESCO S A05946030359,440$155,7330.03%
300SUNPOWER CORPSPWRW11,138$154,1500.03%
301BANCO BILBAO VIZCAYA ARGENTABBVXF21,055$148,4380.03%
302HORIZON TECHNOLOGY FIN CORPHTFC11,928$134,5440.03%
303PACIFIC BIOSCIENCES CALIF IN69404D10811,574$134,0270.03%
304TELEFONICA BRASIL SAVIV17,308$131,0220.03%
305LG DISPLAY CO LTDLPL18,682$119,1910.02%
306LLOYDS BANKING GROUP PLCLLOBF48,996$113,6710.02%
307HUDSON PAC PPTYS INC44409710915,503$103,0920.02%
308NATWEST GROUP PLCRBSPF12,177$80,3680.02%
309LI-CYCLE HOLDINGS CORP50202P10513,910$78,3130.02%
310BANCO SANTANDER S.A.BCDRF19,672$72,5900.01%
311CARIBOU BIOSCIENCES INCCRBU13,464$71,4940.01%
312ETF MANAGERS TR26924G50818,250$64,2400.01%
313BANCO BRADESCO S A05946040222,408$52,8830.01%
314INVITAE CORP46185L10334,689$46,8300.01%
315PROTERRA INC74374T10924,512$37,2580.01%
316CORE SCIENTIFIC INCCORZZ100,075$30,3930.01%
317PERSONALIS INCPSNL10,009$27,6250.01%