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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 Q3 2023 · Filed August 11, 2023 · Accession 0001512601-23-000009

Total Value
$479.3M
Positions
280
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (280)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200156,857$69.9M14.59%
2VANGUARD MUN BD FDS922907746707,184$35.5M7.41%
3VANGUARD WORLD FD921910840301,497$31.3M6.53%
4ISHARES TR46432F842340,862$23.0M4.80%
5SPDR S&P 500 ETF TRSPY49,539$22.0M4.58%
6VANGUARD SCOTTSDALE FDS92206C706310,398$18.2M3.80%
7APPLE INCAAPL93,712$18.2M3.79%
8ISHARES TR46428750751,731$13.5M2.82%
9ISHARES TR46428765560,923$11.4M2.38%
10ISHARES INC46434G103206,398$10.2M2.12%
11MICROSOFT CORPMSFT22,788$7.8M1.62%
12ISHARES TR464289867141,069$7.3M1.51%
13ISHARES TR46435G51695,923$7.0M1.46%
14ISHARES TR46428746595,026$6.9M1.44%
15NUSHARES ETF TRNU172,100$6.0M1.24%
16VANGUARD WORLD FD92191073375,715$5.9M1.24%
17ISHARES GOLD TRIAU160,953$5.9M1.22%
18VANGUARD INDEX FDS92290836314,196$5.8M1.21%
19NUSHARES ETF TRNU116,993$4.3M0.90%
20VANGUARD TAX-MANAGED FDS92194385890,079$4.2M0.87%
21PROCTER AND GAMBLE CO74271810927,171$4.1M0.86%
22ISHARES TR46434V46424,467$3.8M0.80%
23ISHARES TR46436E569112,087$3.8M0.79%
24AMAZON COM INCAMZN25,345$3.3M0.69%
25PEPSICO INCPEP17,353$3.2M0.67%
26ISHARES TR46428825731,631$3.0M0.63%
27NVIDIA CORPORATIONNVDA7,167$3.0M0.63%
28DIGITALOCEAN HLDGS INCDOCN73,094$2.9M0.61%
29VANGUARD INTL EQUITY INDEX F92204285869,187$2.8M0.59%
30SCHWAB STRATEGIC TR80852480578,874$2.8M0.59%
31VANGUARD INDEX FDS92290876912,752$2.8M0.59%
32ISHARES TR46428723460,202$2.4M0.50%
33ALPHABET INCGOOG18,041$2.2M0.46%
34ALPHABET INCGOOG16,876$2.0M0.42%
35LINDE PLCLIN5,168$2.0M0.41%
36PFIZER INCPFE53,275$2.0M0.41%
37COCA COLA COKO31,041$1.9M0.39%
38ISHARES TR46428841417,369$1.9M0.39%
39JPMORGAN CHASE & COVYLD11,935$1.7M0.36%
40ISHARES TR46434V26653,250$1.6M0.34%
41SCHWAB STRATEGIC TR80852410231,615$1.6M0.34%
42SPDR INDEX SHS FDS78463X88947,278$1.5M0.32%
43BERKSHIRE HATHAWAY INC DELBRK-A4,462$1.5M0.32%
44MERCK & CO INCMRK13,130$1.5M0.32%
45ZEVIA PBCZVIA344,037$1.5M0.31%
46VANGUARD INDEX FDS9229085956,207$1.4M0.30%
47LILLY ELI & COLLY2,796$1.3M0.27%
48ABBOTT LABSABLZF11,954$1.3M0.27%
49DISNEY WALT CO25468710614,490$1.3M0.27%
50BROADCOM INCAVGO1,485$1.3M0.27%
51INTERNATIONAL BUSINESS MACHSINTR9,375$1.3M0.26%
52ABBVIE INCABBV9,239$1.2M0.26%
53HOME DEPOT INCHD3,930$1.2M0.25%
54VISA INCV4,981$1.2M0.25%
55JOHNSON & JOHNSONJNJ7,002$1.2M0.24%
56TAIWAN SEMICONDUCTOR MFG LTD87403910011,414$1.2M0.24%
57ACCENTURE PLC IRELANDACN3,680$1.1M0.24%
58META PLATFORMS INCMETA3,939$1.1M0.24%
59ORACLE CORPORCL-PD9,320$1.1M0.23%
60MCDONALDS CORPMCD3,659$1.1M0.23%
61VANGUARD INDEX FDS9229087515,361$1.1M0.22%
62EXXON MOBIL CORPXOM9,723$1.0M0.22%
63TRAVELERS COMPANIES INCTRV5,938$1.0M0.22%
64TESLA INCTSLA3,878$1.0M0.21%
65INVESCO QQQ TRIVZ2,746$1.0M0.21%
66INTEL CORPINTC29,758$995,1210.21%
67VANGUARD INTL EQUITY INDEX F92204274210,081$977,6810.20%
68AUTOMATIC DATA PROCESSING INADP4,266$937,6140.20%
69ASML HOLDING N VASMLF1,278$926,3720.19%
70INTUITINTU1,979$906,7270.19%
71UNITEDHEALTH GROUP INCUNH1,841$884,9230.18%
72ISHARES TR4642876143,138$863,4710.18%
73MEDTRONIC PLCMDT9,658$850,8350.18%
74QUALCOMM INCQCOM7,116$847,0560.18%
75GRAINGER W W INC3848021041,054$831,2900.17%
76DOVER CORPDOV5,601$826,9290.17%
77NOVO-NORDISK A SNONOF5,031$814,1330.17%
78AGILENT TECHNOLOGIES INCA6,759$812,7760.17%
79UNION PAC CORPUNP3,971$812,5340.17%
80MASTERCARD INCORPORATEDMA2,057$809,0210.17%
81VANGUARD INDEX FDS9229086293,523$775,6020.16%
82ISHARES INC46434G86324,482$774,3660.16%
83APPLIED MATLS INC0382221055,329$770,3040.16%
84COSTCO WHSL CORP NEW22160K1051,428$768,8180.16%
85SCHWAB STRATEGIC TR80852470631,064$765,0980.16%
86DELL TECHNOLOGIES INCDELL13,791$746,2310.16%
87DANAHER CORPORATION2358511023,081$739,5150.15%
88NOVARTIS AGNVSEF7,036$709,9590.15%
89MICROVISION INC DELMVIS150,000$687,0000.14%
90THERMO FISHER SCIENTIFIC INCTMO1,306$681,5600.14%
91VANGUARD SPECIALIZED FUNDS9219088444,132$671,1420.14%
92VANGUARD INDEX FDS9229086373,250$658,8400.14%
93MARSH & MCLENNAN COS INC5717481023,384$636,5540.13%
94VMWARE INC9285634024,388$630,5120.13%
95MONDELEZ INTL INC6092071058,570$625,1020.13%
96ISHARES TR4642875983,820$602,9110.13%
97DEERE & CODE1,470$595,4650.12%
98SPDR GOLD TRGLD3,323$592,3910.12%
99CHEVRON CORP NEWCVX3,724$586,0090.12%
100VERIZON COMMUNICATIONS INCVZ15,697$583,7840.12%
101AMGEN INCAMGN2,600$577,3410.12%
102BRISTOL-MYERS SQUIBB COCELG-RI8,642$552,6310.12%
103SCHWAB STRATEGIC TR80852420110,462$547,9200.11%
104AMERICAN EXPRESS COAXP3,140$546,9320.11%
105VANGUARD INDEX FDS9229086113,296$545,1580.11%
106ADOBE SYSTEMS INCORPORATEDADBE1,061$518,8180.11%
107SALESFORCE INCCRM2,439$515,2630.11%
108ILLINOIS TOOL WKS INC4523081092,016$504,3350.11%
109SONY GROUP CORPORATIONSNEJF5,484$493,7980.10%
110HONEYWELL INTL INC4385161062,378$493,3370.10%
111INGERSOLL RAND INCIR7,538$492,6600.10%
112ISHARES TR4642878044,931$491,3740.10%
113GILEAD SCIENCES INCGILD6,307$486,0530.10%
114WALMART INCWMT3,067$482,0780.10%
115PNC FINL SVCS GROUP INC6934751053,827$481,9840.10%
116ENTERPRISE PRODS PARTNERS L29379210718,031$475,1290.10%
117BANK NEW YORK MELLON CORP06405810010,415$463,6860.10%
118GENERAL MLS INC3703341046,024$462,0260.10%
119TAKEDA PHARMACEUTICAL CO LTDTKPHF29,148$457,9120.10%
120GOLDMAN SACHS GROUP INCGSCE1,396$450,2290.09%
121MORGAN STANLEYMS-PQ5,250$448,3360.09%
122TJX COS INC NEW8725401095,287$448,3110.09%
123LAM RESEARCH CORPLRCX679$436,5990.09%
124ISHARES TR46435U66312,243$434,8710.09%
125HCA HEALTHCARE INCHCA1,427$433,1140.09%
126RYERSON HLDG CORPRYZ9,860$427,7270.09%
127NETFLIX INCNFLX970$427,2750.09%
128WALKER & DUNLOP INCWD5,370$424,7130.09%
129BOOKING HOLDINGS INCBKNG157$423,9520.09%
130NEXTERA ENERGY INCNEE-PW5,674$421,0110.09%
131ASE TECHNOLOGY HLDG CO LTDASX54,032$420,9090.09%
132PRUDENTIAL FINL INCPUKPF4,756$419,5780.09%
133BLACKSTONE INCBX4,472$415,7620.09%
134CADENCE DESIGN SYSTEM INCCDNS1,739$407,8310.09%
135JOHNSON CTLS INTL PLCG515021055,937$404,5530.08%
136CISCO SYS INCCSCO7,741$400,5340.08%
137EQUINIX INCEQIX508$398,4020.08%
138QUANTA SVCS INC74762E1022,027$398,2290.08%
139ISHARES TR4642881583,819$397,3290.08%
140HONDA MOTOR LTDHNDAF12,996$393,9090.08%
141CONSTELLATION BRANDS INCSTZ1,594$392,2150.08%
142GENERAL ELECTRIC CO3696043013,543$389,1990.08%
143BOSTON SCIENTIFIC CORPBSX7,176$388,1500.08%
144ZOETIS INCZTS2,252$387,7430.08%
145PHILIP MORRIS INTL INC7181721093,969$387,4110.08%
146LOWES COS INC5486611071,712$386,3690.08%
147ISHARES TR4642872263,936$385,5340.08%
148KEURIG DR PEPPER INCKDP12,329$385,5150.08%
149SYSCO CORPSYY5,160$382,8700.08%
150BP PLCBPPFF10,786$380,6550.08%
151ISHARES TR4642871503,857$377,3620.08%
152BANCOLOMBIA S A05968L10214,095$376,0550.08%
153CHECK POINT SOFTWARE TECH LTM224651042,993$375,9810.08%
154AT&T INCT-PC23,365$372,6740.08%
155PIEDMONT OFFICE REALTY TR INPDM49,996$363,4710.08%
156CITIGROUP INCC-PR7,816$359,8490.08%
157EQUIFAX INCEFX1,516$356,7150.07%
158COCA-COLA FEMSA SAB DE CVCOCSF4,271$355,7910.07%
159INTUITIVE SURGICAL INCISRG1,028$351,5140.07%
160XYLEM INCXYL3,112$350,4350.07%
161CBRE GROUP INCCBRE4,325$349,0710.07%
162UBER TECHNOLOGIES INCUBER8,062$348,0370.07%
163ISHARES TR4642876221,406$342,6980.07%
164SHINHAN FINANCIAL GROUP CO LSHG12,985$338,3780.07%
165CRISPR THERAPEUTICS AGCRSP6,022$338,0750.07%
166SPROTT PHYSICAL GOLD TRSII22,624$337,5500.07%
167ICICI BANK LIMITEDIBN14,402$332,3980.07%
168PROLOGIS INC.PLDGP2,706$331,8510.07%
169HERSHEY COHSY1,318$329,0190.07%
170CVS HEALTH CORPCVS4,754$328,6100.07%
171ALLSTATE CORPALL-PJ2,986$325,5550.07%
172ANALOG DEVICES INCADI1,659$323,1900.07%
173SHERWIN WILLIAMS COSHW1,209$321,0980.07%
174NIKE INCNKE2,888$318,7280.07%
175SPDR S&P MIDCAP 400 ETF TRMDY665$318,4750.07%
176HEWLETT PACKARD ENTERPRISE CHPE-PC18,932$318,0660.07%
177CARRIER GLOBAL CORPORATIONCARR6,340$315,1800.07%
178VANGUARD WORLD FDS92204A3062,789$314,8500.07%
179DIGITAL RLTY TR INC2538681032,754$313,6430.07%
180SYNOPSYS INCSNPS712$310,0120.06%
181AMERICAN TOWER CORP NEW03027X1001,597$309,6270.06%
182CATERPILLAR INCCAT1,238$304,4950.06%
183STRYKER CORPORATIONSYK994$303,3020.06%
184ISHARES TR46434V8786,000$301,8000.06%
185STERLING INFRASTRUCTURE INCSTRL5,370$299,6460.06%
186COLGATE PALMOLIVE COCL3,883$299,1700.06%
187DUPONT DE NEMOURS INCDD4,157$296,9760.06%
188P T TELEKOMUNIKASI INDONESIA71568410611,092$295,8240.06%
189NXP SEMICONDUCTORS N VNXPI1,443$295,3530.06%
190FIRST SOLAR INCFSLR1,553$295,2100.06%
191SCHWAB STRATEGIC TR8085246076,714$294,0680.06%
192WABTEC9297401082,664$292,1210.06%
193FERGUSON PLC NEWG3421J1061,824$286,9940.06%
194SCHWAB CHARLES CORPSCHW-PJ5,047$286,0410.06%
195WIPRO LTDWIT60,538$285,7390.06%
196GENUINE PARTS COGPC1,670$282,6910.06%
197DIAGEO PLCDGEAF1,621$281,1810.06%
198BROOKFIELD RENEWABLE CORPBEPC8,768$276,3670.06%
199RPM INTL INC7496851033,059$274,4910.06%
200AMERICAN INTL GROUP INC0268747844,742$272,8580.06%
201ISHARES TR46434V8605,379$272,5360.06%
202NOMURA HLDGS INCNRSCF71,050$272,1220.06%
203SCHWAB STRATEGIC TR8085248395,864$270,7050.06%
204VERISK ANALYTICS INCVRSK1,182$267,1040.06%
205MOODYS CORPMCO765$266,0750.06%
206STMICROELECTRONICS N VSTMEF5,225$261,1970.05%
207FMC CORPFMC2,501$260,9400.05%
208ELEVANCE HEALTH INCELV576$255,9210.05%
209STEEL DYNAMICS INCSTLD2,343$255,1790.05%
210CHURCH & DWIGHT CO INCCHD2,543$254,8850.05%
211COUPANG INCCPNG14,566$253,4480.05%
212CSX CORPCSX7,411$252,7230.05%
213FISERV INCFISV2,002$252,5520.05%
214GARTNER INCIT720$252,2230.05%
215COMCAST CORP NEWCCZ5,981$248,5000.05%
216ISHARES TR46435G3264,062$248,2690.05%
217THE CIGNA GROUP125523100880$246,8460.05%
218BECTON DICKINSON & COBDX922$243,4200.05%
219UNITED RENTALS INCURI546$243,1720.05%
220HALLIBURTON COHAL7,368$243,0720.05%
221SERVICENOW INCNOW431$242,2090.05%
222INFOSYS LTDINFY14,977$240,6750.05%
223CHUBB LIMITEDCB1,248$240,3520.05%
224MAGELLAN MIDSTREAM PRTNRS LP5590801063,834$238,9600.05%
225COLUMBIA BKG SYS INC19723610211,611$235,4710.05%
226GSK PLCGLAXF6,589$234,8350.05%
227HF SINCLAIR CORPDINO5,240$233,7560.05%
228PENTAIR PLCPNR3,614$233,4580.05%
229AUTOZONE INCAZO93$231,8820.05%
230VANGUARD INDEX FDS9229087441,630$231,6230.05%
231RAYTHEON TECHNOLOGIES CORPRTX2,350$230,2060.05%
232F N B CORP30252010120,110$230,0580.05%
233UNITED MICROELECTRONICS CORPUMC29,016$228,9360.05%
234WOORI FINL GROUP INC9810641088,490$228,8060.05%
235OMNICOM GROUP INCOMC2,397$228,0280.05%
236T-MOBILE US INCTMUSZ1,632$226,6850.05%
237ACTIVISION BLIZZARD INC00507V1092,664$224,5750.05%
238MERCADOLIBRE INCMELI188$222,7050.05%
239KIMBERLY-CLARK CORPKMB1,589$219,4080.05%
240CROWN CASTLE INCCCI1,913$217,9860.05%
241US BANCORP DELUSB-PS6,587$217,6360.05%
242ENPHASE ENERGY INCENPH1,284$215,0450.04%
243VANGUARD WORLD FDS92204A702485$214,4480.04%
244MOTOROLA SOLUTIONS INCMSI722$211,7480.04%
245S&P GLOBAL INCSPGI527$211,3250.04%
246V F CORPVFC11,024$210,4480.04%
247KRAFT HEINZ COKHC5,925$210,3550.04%
248MCCORMICK & CO INCMKC-V2,408$210,0580.04%
249M/I HOMES INCMHO2,400$209,2560.04%
250TAYLOR MORRISON HOME CORPTMHC4,270$208,2480.04%
251STAAR SURGICAL COSTAA3,915$205,8120.04%
252ABRDN SILVER ETF TRUSTSIVR9,412$205,6520.04%
253AUTODESK INCADSK998$204,2010.04%
254MODERNA INCMRNA1,677$203,7560.04%
255FORTINET INCFTNT2,683$202,8080.04%
256SELECT SECTOR SPDR TR81369Y7041,882$201,9760.04%
257SK TELECOM LTDSKM10,082$196,7000.04%
258COMPANIA CERVECERIAS UNIDAS20442910412,047$195,5270.04%
259LIBERTY ENERGY INCLBRT14,150$189,1860.04%
260VODAFONE GROUP PLC NEW92857W30818,876$178,3780.04%
261BANCO BRADESCO S A05946030349,306$170,5990.04%
262BANCO BILBAO VIZCAYA ARGENTABBVXF21,186$162,7080.03%
263TELEFONICA S ATELFY38,781$156,2870.03%
264TELEFONICA BRASIL SAVIV17,060$155,7580.03%
265PACIFIC BIOSCIENCES CALIF IN69404D10811,415$151,8200.03%
266HORIZON TECHNOLOGY FIN CORPHTFC11,902$143,7720.03%
267LG DISPLAY CO LTDLPL18,990$115,0790.02%
268SUNPOWER CORPSPWRW11,139$109,1630.02%
269LLOYDS BANKING GROUP PLCLLOBF48,012$105,6260.02%
270LI-CYCLE HOLDINGS CORP50202P10513,949$77,4170.02%
271BANCO SANTANDER S.A.BCDRF19,672$72,9830.02%
272NATWEST GROUP PLCRBSPF11,764$71,9960.02%
273BANCO BRADESCO S A05946040222,577$67,9570.01%
274HUDSON PAC PPTYS INC44409710915,731$66,3830.01%
275CARIBOU BIOSCIENCES INCCRBU13,593$57,7700.01%
276SOUNDHOUND AI INCSOUNW12,270$55,8280.01%
277ETF MANAGERS TR26924G50818,250$54,5680.01%
278INVITAE CORP46185L10335,218$39,7960.01%
279PROTERRA INC74374T10925,885$31,0620.01%
280PERSONALIS INCPSNL10,078$18,9470.00%