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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 Q4 2023 · Filed October 27, 2023 · Accession 0001512601-23-000011

Total Value
$449.5M
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200154,740$66.4M14.78%
2VANGUARD MUN BD FDS922907746727,979$35.0M7.79%
3VANGUARD WORLD FD921910840300,359$30.5M6.78%
4ISHARES TR46432F842349,332$22.5M5.00%
5SPDR S&P 500 ETF TRSPY48,575$20.8M4.62%
6VANGUARD SCOTTSDALE FDS92206C706330,988$18.9M4.21%
7APPLE INCAAPL99,326$17.0M3.78%
8ISHARES TR46428750750,072$12.5M2.78%
9ISHARES TR46428765559,308$10.5M2.33%
10ISHARES INC46434G103206,903$9.8M2.19%
11ISHARES TR464289867129,840$6.4M1.43%
12ISHARES TR46435G51692,173$6.4M1.42%
13ISHARES TR46428746591,752$6.3M1.41%
14NUSHARES ETF TRNU171,823$5.8M1.28%
15MICROSOFT CORPMSFT18,106$5.7M1.27%
16ISHARES GOLD TRIAU161,337$5.6M1.26%
17VANGUARD WORLD FD92191073374,177$5.6M1.24%
18VANGUARD INDEX FDS92290836313,869$5.4M1.21%
19PROCTER AND GAMBLE CO74271810930,132$4.4M0.98%
20NUSHARES ETF TRNU117,107$4.1M0.91%
21VANGUARD TAX-MANAGED FDS92194385883,981$3.7M0.82%
22ISHARES TR46436E569111,487$3.6M0.80%
23ISHARES TR46434V46423,723$3.6M0.79%
24AMAZON COM INCAMZN26,828$3.4M0.76%
25ALPHABET INCGOOG25,675$3.4M0.75%
26NVIDIA CORPNVDA7,009$3.0M0.68%
27ISHARES TR46428825731,409$2.9M0.65%
28VANGUARD INTL EQUITY INDEX F92204285868,553$2.7M0.60%
29SCHWAB STRATEGIC TR80852480578,104$2.7M0.59%
30PEPSICO INCPEP15,350$2.6M0.58%
31ALPHABET INCGOOG17,330$2.3M0.50%
32ISHARES TR46428723459,436$2.3M0.50%
33VANGUARD INDEX FDS92290876910,562$2.2M0.50%
34LINDE PLCLIN5,168$1.9M0.43%
35PFIZER INCPFE55,170$1.8M0.41%
36COCA COLA COKO30,816$1.7M0.38%
37JPMORGAN CHASE &COVYLD11,801$1.7M0.38%
38LILLY ELI & COLLY3,167$1.7M0.38%
39SCHWAB STRATEGIC TR80852410231,657$1.6M0.35%
40ISHARES TR46434V26653,033$1.6M0.35%
41BERKSHIRE HATHAWAY INC DELBRK-A4,378$1.5M0.34%
42MERCK &CO INCMRK14,666$1.5M0.34%
43SPDR INDEX SHS FDS78463X88946,891$1.5M0.32%
44ABBVIE INCABBV9,359$1.4M0.31%
45VANGUARD INDEX FDS9229085956,011$1.3M0.29%
46FACEBOOK INCMETA4,267$1.3M0.28%
47ISHARES TR46428841411,961$1.2M0.27%
48HOME DEPOT INCHD3,982$1.2M0.27%
49ACCENTURE PLC IRELANDACN3,813$1.2M0.26%
50DISNEY WALT CO25468710614,330$1.2M0.26%
51DELL TECHNOLOGIES INCDELL16,648$1.1M0.26%
52EXXON MOBIL CORPXOM9,712$1.1M0.25%
53BALL CORPBALL22,704$1.1M0.25%
54ABBOTT LABSABLZF11,627$1.1M0.25%
55JOHNSON & JOHNSONJNJ7,209$1.1M0.25%
56VISA INCV4,861$1.1M0.25%
57BROADCOM INCAVGO1,329$1.1M0.25%
58INTERNATIONAL BUSINESS MACHSINTR7,694$1.1M0.24%
59INTEL CORPINTC29,330$1.0M0.23%
60ORACLE CORPORCL-PD9,581$1.0M0.23%
61VANGUARD INDEX FDS9229087515,253$993,2640.22%
62UNITEDHEALTH GROUP INCUNH1,963$989,4550.22%
63INVESCO QQQ TRIVZ2,753$986,7170.22%
64TRAVELERS COMPANIES INCTRV5,965$974,1080.22%
65MCDONALDS CORPMCD3,638$958,2800.21%
66AUTOMATIC DATA PROCESSING INADP3,931$945,8740.21%
67VANGUARD INTL EQUITY INDEX F92204274210,109$941,9410.21%
68INTUITINTU1,770$904,3840.20%
69DIGITALOCEAN HLDGS INCDOCN37,005$889,2300.20%
70NOVO-NORDISK A SNONOF9,726$884,4590.20%
71TESLA INCTSLA3,420$855,7540.19%
72ISHARES TR4642876143,138$834,6340.19%
73UNION PAC CORPUNP3,990$812,4720.18%
74DANAHER CORPORATION2358511023,219$798,7110.18%
75VMWARE INC9285634024,782$796,1070.18%
76VANGUARD INDEX FDS9229086293,768$784,5660.17%
77MASTERCARD INCMA1,977$783,1720.17%
78AMGEN INCAMGN2,861$769,0310.17%
79SCHWAB STRATEGIC TR80852470631,191$746,7050.17%
80COSTCO WHSL CORP NEW22160K1051,314$742,1890.17%
81GRAINGER W W INC3848021041,051$727,2270.16%
82NOVARTIS AGNVSEF6,915$704,3140.16%
83MEDTRONIC PLCMDT8,796$689,2060.15%
84ADOBE INCADBE1,350$688,3680.15%
85TAIWAN SEMICONDUCTOR MFG LTD8740391007,903$686,7450.15%
86DOVER CORPDOV4,835$674,5330.15%
87AGILENT TECHNOLOGIES INCA5,747$642,6630.14%
88VANGUARD INDEX FDS9229086373,250$635,9920.14%
89SALESFORCE COM INCCRM3,049$618,2770.14%
90CORTEVA INCCTVA12,059$616,9460.14%
91CHEVRON CORP NEWCVX3,630$612,0750.14%
92THERMO FISHER SCIENTIFIC INCTMO1,208$611,6240.14%
93QUALCOMM INCQCOM5,364$595,6760.13%
94ASML HOLDING N VASMLF1,010$594,7170.13%
95BOOKING HLDGS INCBKNG190$585,9530.13%
96ISHARES TR4642875983,820$579,9530.13%
97ISHARES INC46434G86319,098$578,2870.13%
98MONDELEZ INTL INC6092071058,288$575,1530.13%
99VANGUARD INDEX FDS9229086113,538$564,2760.13%
100APPLIED MATLS INC0382221054,008$554,8780.12%
101SPDR GOLD TRGLD3,123$535,4390.12%
102DEERE &CODE1,396$526,7240.12%
103SONY CORPSNEJF6,230$513,4340.11%
104SCHWAB STRATEGIC TR80852420110,011$506,5610.11%
105VERIZON COMMUNICATIONS INCVZ15,551$504,0210.11%
106VANGUARD SPECIALIZED FUNDS9219088443,211$498,9380.11%
107BANK NEW YORK MELLON CORP06405810011,694$498,7590.11%
108ENTERPRISE PRODS PARTNERS L29379210718,132$496,2870.11%
109ISHARES TR46435U66314,685$494,1500.11%
110WALMART INCWMT3,068$490,5710.11%
111TJX COS INC NEW8725401095,514$490,0430.11%
112AMERICAN EXPRESS COAXP3,261$486,4750.11%
113HONEYWELL INTL INC4385161062,598$479,8670.11%
114BLACKSTONE INCBX4,472$479,1310.11%
115PRUDENTIAL FINL INCPUKPF5,006$475,0280.11%
116LAM RESEARCH CORPLRCX754$472,5870.11%
117ILLINOIS TOOL WKS INC4523081092,012$463,3950.10%
118ICICI BANK LIMITEDIBN19,977$461,8800.10%
119ISHARES TR4642878044,872$459,5760.10%
120MORGAN STANLEYMS-PQ5,608$457,9660.10%
121NETFLIX INCNFLX1,210$456,8950.10%
122GOLDMAN SACHS GROUP INCGSCE1,362$440,8080.10%
123GILEAD SCIENCES INCGILD5,845$438,0720.10%
124ACTIVISION BLIZZARD INC00507V1094,662$436,5400.10%
125SYNOPSYS INCSNPS949$435,5690.10%
126BRISTOL-MYERS SQUIBB COCELG-RI7,501$435,3350.10%
127CONSTELLATION BRANDS INCSTZ1,700$427,2050.10%
128BP PLCBPPFF10,687$413,8190.09%
129INGERSOLL RAND INCIR6,362$405,3660.09%
130WALKER & DUNLOP INCWD5,370$398,6690.09%
131STERLING INFRASTRUCTURE INCSTRL5,370$394,5880.09%
132ASE TECHNOLOGY HOLDING CO LTASX52,241$392,8510.09%
133AT&T INCT-PC26,096$391,9640.09%
134PNC FINL SVCS GROUP INC6934751053,191$391,7880.09%
135CISCO SYS INCCSCO7,267$390,6350.09%
136BOSTON SCIENTIFIC CORPBSX7,233$381,9030.08%
137SERVICENOW INCNOW678$378,9820.08%
138WIPRO LTDWIT76,538$370,4430.08%
139CADENCE DESIGN SYSTEM INCCDNS1,580$370,1970.08%
140UBER TECHNOLOGIES INCUBER8,016$368,6570.08%
141ISHARES TR4642872263,912$367,8870.08%
142PHILIP MORRIS INTL INC7181721093,964$366,9470.08%
143LOWES COS INC5486611071,765$366,8680.08%
144ISHARES TR4642871503,800$357,9150.08%
145DUPONT DE NEMOURS INCDD4,745$353,9330.08%
146VANGUARD WORLD FDS92204A3062,789$353,4770.08%
147RELIANCE STEEL &ALUMINUM CORS1,330$348,8160.08%
148BANCOLOMBIA S A05968L10212,996$346,7340.08%
149NIKE INCNKE3,604$344,6870.08%
150ZEVIA PBCZVIA153,306$340,3390.08%
151TRUIST FINL CORP89832Q10911,863$339,3970.08%
152CARRIER GLOBAL CORPORATIONCARR6,109$337,2280.08%
153PROLOGIS INCPLDGP2,991$335,5630.07%
154ZOETIS INCZTS1,913$332,7920.07%
155EQUINIX INCEQIX455$330,6790.07%
156ISHARES TR4642876221,406$330,2830.07%
157NEXTERA ENERGY INCNEE-PW5,763$330,1620.07%
158CHUBB LIMITEDCB1,585$329,9640.07%
159ALLSTATE CORPALL-PJ2,958$329,5120.07%
160CATERPILLAR INCCAT1,206$329,3850.07%
161MICROVISION INC DELMVIS150,000$328,5000.07%
162SPROTT PHYSICAL GOLD TRSII22,624$323,9760.07%
163AMERICAN INTL GROUP INC0268747845,280$319,9890.07%
164QUANTA SVCS INC74762E1021,704$318,7640.07%
165CITIGROUP INCC-PR7,692$316,3720.07%
166GENERAL MLS INC3703341044,942$316,2400.07%
167COLGATE PALMOLIVE COCL4,412$313,7590.07%
168BECTON DICKINSON &COBDX1,212$313,4040.07%
169MERCADOLIBRE INCMELI246$311,9040.07%
170SHERWIN WILLIAMS COSHW1,220$311,2540.07%
171TARGET CORPTGT2,749$304,0220.07%
172DIAGEO P L CDGEAF2,038$304,0020.07%
173SPDR S&P MIDCAP 400 ETF TRMDY665$303,6660.07%
174HDFC BANK LTDHDB5,137$303,1300.07%
175RPM INTL INC7496851033,194$302,8070.07%
176CIGNA CORP NEW1255231001,055$302,0660.07%
177COCA-COLA FEMSA SAB DE CVCOCSF3,810$298,8310.07%
178HF SINCLAIR CORPORATIONDINO5,240$298,3130.07%
179FISERV INCFISV2,567$289,9680.06%
180COPART INCCPRT6,695$288,4880.06%
181RYERSON HLDG CORPRYZ9,860$286,8270.06%
182GENERAL ELECTRIC CO3696043012,594$286,7660.06%
183PIEDMONT OFFICE REALTY TR INPDM49,996$280,9780.06%
184WABTEC9297401082,635$280,0060.06%
185HCA HEALTHCARE INCHCA1,137$279,6800.06%
186SCHWAB STRATEGIC TR8085246076,724$278,5020.06%
187CHECK POINT SOFTWARE TECH LTM224651042,084$277,7580.06%
188KEURIG DR PEPPER INCKDP8,710$274,9800.06%
189HERSHEY COHSY1,357$271,4420.06%
190SIBANYE STILLWATER LTDSBYSF43,932$271,0580.06%
191HALLIBURTON COHAL6,639$268,8810.06%
192VERISK ANALYTICS INCVRSK1,135$268,0880.06%
193US BANCORP DELUSB-PS8,031$265,4960.06%
194T-MOBILE US INCTMUSZ1,895$265,3960.06%
195CBRE GROUP INCCBRE3,577$264,1960.06%
196NXP SEMICONDUCTORS N VNXPI1,318$263,4950.06%
197TAKEDA PHARMACEUTICAL CO LTDTKPHF16,964$262,4400.06%
198ISHARES TR46434V8605,161$261,8910.06%
199FERGUSON PLC NEWG3421J1061,591$261,6260.06%
200HEWLETT PACKARD ENTERPRISE CHPE-PC14,999$260,5390.06%
201COMCAST CORP NEWCCZ5,850$259,3780.06%
202RELX PLCRLXXF7,551$254,4800.06%
203SYSCO CORPSYY3,783$249,8950.06%
204AMERICAN TOWER CORP NEW03027X1001,519$249,8150.06%
205METLIFE INCMET-PF3,943$248,0680.06%
206COUPANG INCCPNG14,566$247,6220.06%
207MOODYS CORPMCO781$247,0380.05%
208STRYKER CORPORATIONSYK895$244,6550.05%
209ISHARES TR46435G3264,102$239,0650.05%
210COLUMBIA BKG SYS INC19723610211,611$235,7030.05%
211CME GROUP INCCME1,168$233,7960.05%
212CROWN CASTLE INTL CORP NEWCCI2,536$233,3870.05%
213SCHWAB CHARLES CORPSCHW-PJ4,250$233,3490.05%
214PROGRESSIVE CORP7433151031,658$230,9590.05%
215JOHNSON CTLS INTL PLCG515021054,309$229,2660.05%
216ANTHEM INCELV522$227,4500.05%
217PENTAIR PLCPNR3,432$222,1990.05%
218WORKDAY INCWDAY1,017$218,5010.05%
219F N B CORP30252010120,110$216,9870.05%
220UNITED RENTALS INCURI487$216,5040.05%
221KIMBERLY-CLARK CORPKMB1,778$214,8900.05%
222VANGUARD INDEX FDS9229087441,556$214,6190.05%
223ASTRAZENECA PLCAZN3,117$211,1090.05%
224ANALOG DEVICES INCADI1,201$210,2820.05%
225SHINHAN FINANCIAL GROUP CO LSHG7,917$209,7320.05%
226CVS HEALTH CORPCVS2,989$208,6870.05%
227GARTNER INCIT595$204,4450.05%
228M/I HOMES INC MHO2,400$201,6960.04%
229MARSH & MCLENNAN COS INC5717481021,053$200,3860.04%
230ABRDN SILVER ETF TRUSTSIVR9,412$200,0990.04%
231V F CORPVFC10,452$184,6870.04%
232LLOYDS BANKING GROUP PLCLLOBF83,611$178,0930.04%
233INFOSYS LTDINFY10,137$173,4520.04%
234KT CORPKT13,335$170,9540.04%
235BANCO BILBAO VIZCAYA ARGENTABBVXF20,946$168,6160.04%
236NOMURA HLDGS INCNRSCF41,596$167,2140.04%
237COMPANIA CERVECERIAS UNIDAS20442910411,535$145,3420.03%
238TELEFONICA BRASIL SAVIV16,827$143,8700.03%
239NIO INCNIOIF14,661$132,5360.03%
240TELEFONICA S ATELFY31,791$129,3880.03%
241UNITED MICROELECTRONICS CORPUMC17,060$120,4450.03%
242BANCO BRADESCO S A05946030341,945$119,5440.03%
243BANCO SANTANDER S.A.BCDRF20,618$77,5240.02%
244LG DISPLAY CO LTDLPL15,402$75,1610.02%
245ETF MANAGERS TR26924G50818,250$66,6130.01%
246BANCO BRADESCO S A05946040222,786$61,0670.01%
247SOUNDHOUND AI INCSOUNW12,601$25,3280.01%