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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 Q1 2024 · Filed April 23, 2024 · Accession 0001512601-24-000009

Total Value
$590.3M
Positions
302
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (302)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200169,405$89.1M15.09%
2VANGUARD MUN BD FDS922907746710,667$36.0M6.09%
3AMERICAN CENTY ETF TR025072703407,608$26.0M4.40%
4SPDR S&P 500 ETF TRSPY47,556$24.9M4.21%
5VANGUARD SCOTTSDALE FDS92206C706360,168$21.1M3.57%
6AMERICAN CENTY ETF TR025072885212,215$19.0M3.22%
7VANGUARD WORLD FD921910840151,329$18.1M3.06%
8APPLE INCAAPL102,547$17.6M2.98%
9ISHARES TR46432F842236,131$17.5M2.97%
10ISHARES TR46435G326184,468$12.4M2.10%
11ISHARES INC46434G103230,232$11.9M2.01%
12ISHARES TR464287507170,586$10.4M1.76%
13ISHARES TR46428765540,164$8.4M1.43%
14AMERICAN CENTY ETF TR025072604131,493$7.6M1.29%
15ISHARES TR464289867134,712$7.5M1.27%
16MICROSOFT CORPMSFT17,026$7.2M1.21%
17ISHARES TR46428746588,606$7.1M1.20%
18VANGUARD WORLD FD92191073373,648$6.9M1.16%
19ISHARES TR46435G51684,688$6.8M1.15%
20ISHARES GOLD TRIAU154,625$6.5M1.10%
21NUSHARES ETF TRNU164,644$6.4M1.08%
22NVIDIA CORPORATIONNVDA6,585$5.9M1.01%
23AMERICAN CENTY ETF TR025072372121,496$5.8M0.98%
24VANGUARD INDEX FDS92290836311,458$5.5M0.93%
25AMAZON COM INCAMZN28,126$5.1M0.86%
26NUSHARES ETF TRNU115,466$4.8M0.81%
27VANGUARD TAX-MANAGED FDS92194385894,414$4.7M0.80%
28PROCTER AND GAMBLE CO74271810928,011$4.5M0.77%
29ISHARES TR46436E569110,078$4.4M0.75%
30AMERICAN CENTY ETF TR02507287745,431$4.3M0.72%
31ISHARES TR46434V46422,646$4.1M0.69%
32ALPHABET INCGOOG23,300$3.5M0.60%
33ISHARES TR46428825731,876$3.5M0.59%
34VANGUARD INDEX FDS92290876912,289$3.2M0.54%
35ALPHABET INCGOOG20,250$3.1M0.52%
36SCHWAB STRATEGIC TR80852480573,357$2.9M0.48%
37PEPSICO INCPEP15,785$2.8M0.47%
38BERKSHIRE HATHAWAY INC DELBRK-A5,889$2.5M0.42%
39LINDE PLCLIN5,168$2.4M0.41%
40LILLY ELI & COLLY3,078$2.4M0.41%
41ISHARES TR46428723457,915$2.4M0.40%
42VANGUARD INTL EQUITY INDEX F92204285854,910$2.3M0.39%
43JPMORGAN CHASE & COVYLD11,033$2.2M0.37%
44META PLATFORMS INCMETA4,245$2.1M0.35%
45MERCK & CO INCMRK14,631$1.9M0.33%
46COCA COLA COKO31,295$1.9M0.32%
47DELL TECHNOLOGIES INCDELL16,765$1.9M0.32%
48SCHWAB STRATEGIC TR80852410230,106$1.8M0.31%
49WALKER & DUNLOP INCWD18,122$1.8M0.31%
50ADVANCED MICRO DEVICES INCAMD9,975$1.8M0.31%
51DISNEY WALT CO25468710614,293$1.7M0.30%
52BROADCOM INCAVGO1,274$1.7M0.29%
53ABBVIE INCABBV8,917$1.6M0.28%
54HOME DEPOT INCHD4,057$1.6M0.26%
55INTERNATIONAL BUSINESS MACHSINTR7,858$1.5M0.25%
56VISA INCV5,350$1.5M0.25%
57TRAVELERS COMPANIES INCTRV6,229$1.4M0.24%
58ABBOTT LABSABLZF12,346$1.4M0.24%
59ACCENTURE PLC IRELANDACN4,048$1.4M0.24%
60PFIZER INCPFE50,530$1.4M0.24%
61VANGUARD INDEX FDS9229085955,159$1.3M0.23%
62INTEL CORPINTC30,277$1.3M0.23%
63ORACLE CORPORCL-PD10,632$1.3M0.23%
64INVESCO QQQ TRIVZ2,950$1.3M0.22%
65VANGUARD INTL EQUITY INDEX F92204274211,572$1.3M0.22%
66EXXON MOBIL CORPXOM10,832$1.3M0.21%
67JOHNSON & JOHNSONJNJ7,497$1.2M0.20%
68DIGITALOCEAN HLDGS INCDOCN29,616$1.1M0.19%
69NOVO-NORDISK A SNONOF8,672$1.1M0.19%
70INTUITINTU1,697$1.1M0.19%
71VANGUARD INDEX FDS9229087514,767$1.1M0.18%
72SPDR INDEX SHS FDS78463X88930,338$1.1M0.18%
73TAIWAN SEMICONDUCTOR MFG LTD8740391007,928$1.1M0.18%
74ISHARES TR4642876143,138$1.1M0.18%
75GRAINGER W W INC3848021041,023$1.0M0.18%
76MCDONALDS CORPMCD3,629$1.0M0.17%
77UNION PAC CORPUNP4,150$1.0M0.17%
78ISHARES TR46434V26630,393$1.0M0.17%
79COSTCO WHSL CORP NEW22160K1051,337$979,8400.17%
80UNITEDHEALTH GROUP INCUNH1,974$976,5920.17%
81SALESFORCE INCCRM3,210$966,7880.16%
82VANGUARD INDEX FDS9229086114,996$958,6320.16%
83AUTOMATIC DATA PROCESSING INADP3,643$909,8250.15%
84MASTERCARD INCORPORATEDMA1,885$907,9760.15%
85NETFLIX INCNFLX1,486$902,4920.15%
86QUALCOMM INCQCOM5,211$882,0920.15%
87LAM RESEARCH CORPLRCX902$876,3560.15%
88DANAHER CORPORATION2358511023,500$874,0980.15%
89DOVER CORPDOV4,930$873,5470.15%
90BALL CORPBALL12,832$864,3640.15%
91AGILENT TECHNOLOGIES INCA5,717$831,8700.14%
92AMERICAN EXPRESS COAXP3,556$809,5570.14%
93AMGEN INCAMGN2,842$808,1570.14%
94APPLIED MATLS INC0382221053,919$808,1160.14%
95VANGUARD INDEX FDS9229086373,250$779,2200.13%
96ISHARES TR4642886616,621$766,7780.13%
97HONDA MOTOR LTDHNDAF19,953$742,8470.13%
98NOVARTIS AGNVSEF7,576$732,7840.12%
99MEDTRONIC PLCMDT8,214$715,8720.12%
100ASML HOLDING N VASMLF727$705,5720.12%
101VANGUARD SPECIALIZED FUNDS9219088443,812$696,1870.12%
102ICICI BANK LIMITEDIBN26,070$688,5220.12%
103VERIZON COMMUNICATIONS INCVZ16,344$685,7960.12%
104ISHARES TR4642875983,820$684,2000.12%
105SPDR GOLD TRGLD3,298$678,4650.11%
106ADOBE SYSTEMS INCORPORATEDADBE1,344$678,1830.11%
107WALMART INCWMT11,263$677,7010.11%
108SCHWAB STRATEGIC TR80852470626,792$676,5020.11%
109ISHARES TR4642872266,738$659,9230.11%
110THERMO FISHER SCIENTIFIC INCTMO1,125$654,0960.11%
111CORTEVA INCCTVA11,245$648,5010.11%
112BOOKING HOLDINGS INCBKNG177$642,2140.11%
113BANK NEW YORK MELLON CORP06405810011,012$634,5170.11%
114TESLA INCTSLA3,569$627,3950.11%
115SCHWAB STRATEGIC TR8085242019,985$619,6830.10%
116VANGUARD INDEX FDS9229086292,472$617,7700.10%
117BLACKSTONE INCBX4,556$598,5220.10%
118STERLING INFRASTRUCTURE INCSTRL5,370$592,3650.10%
119CATERPILLAR INCCAT1,610$589,7820.10%
120ENTERPRISE PRODS PARTNERS L29379210720,188$589,0770.10%
121PNC FINL SVCS GROUP INC6934751053,630$586,5310.10%
122CHEVRON CORP NEWCVX3,688$581,8200.10%
123TJX COS INC NEW8725401095,707$578,8020.10%
124UBER TECHNOLOGIES INCUBER7,366$567,1080.10%
125GOLDMAN SACHS GROUP INCGSCE1,336$558,0580.09%
126ISHARES TR46435U66313,775$554,7190.09%
127SPDR S&P MIDCAP 400 ETF TRMDY979$544,7160.09%
128TARGET CORPTGT3,024$535,9110.09%
129DEERE & CODE1,300$534,0010.09%
130HONEYWELL INTL INC4385161062,598$533,1430.09%
131THE CIGNA GROUP1255231001,467$532,9390.09%
132NOMURA HLDGS INCNRSCF82,694$530,8950.09%
133AMERICAN INTL GROUP INC0268747846,776$529,6550.09%
134WABTEC9297401083,609$525,7850.09%
135ALLSTATE CORPALL-PJ2,965$512,9140.09%
136ILLINOIS TOOL WKS INC4523081091,868$501,2540.08%
137WIPRO LTDWIT85,839$493,5760.08%
138SERVICENOW INCNOW646$492,5110.08%
139ISHARES INC46434G86315,273$492,2490.08%
140TYSON FOODS INCTSN8,233$483,5240.08%
141CITIGROUP INCC-PR7,638$483,0270.08%
142AT&T INCT-PC27,227$479,1930.08%
143S&P GLOBAL INCSPGI1,118$475,7640.08%
144BOSTON SCIENTIFIC CORPBSX6,894$472,1700.08%
145BANCOLOMBIA S A05968L10213,737$470,0800.08%
146HSBC HLDGS PLCHBCYF11,838$465,9440.08%
147GENERAL ELECTRIC CO3696043012,578$452,5160.08%
148LOWES COS INC5486611071,772$451,3180.08%
149FISERV INCFISV2,821$450,8520.08%
150BRISTOL-MYERS SQUIBB COCELG-RI8,251$447,4310.08%
151CADENCE DESIGN SYSTEM INCCDNS1,433$446,0640.08%
152MORGAN STANLEYMS-PQ4,728$445,1880.08%
153RELIANCE STEEL & ALUMINUM CORS1,328$443,6820.08%
154HERSHEY COHSY2,225$432,7190.07%
155ISHARES TR4642871503,732$430,3360.07%
156COLGATE PALMOLIVE COCL4,778$430,2870.07%
157PACCAR INCPCAR3,467$429,4760.07%
158TRUIST FINL CORP89832Q10910,974$427,7610.07%
159MOODYS CORPMCO1,081$424,7040.07%
160PROLOGIS INC.PLDGP3,255$423,8990.07%
161T-MOBILE US INCTMUSZ2,523$411,7790.07%
162US BANCORP DELUSB-PS9,194$410,9600.07%
163RBB FD INC74933W4528,196$410,0460.07%
164ISHARES TR4642876221,406$404,9700.07%
165ASE TECHNOLOGY HLDG CO LTDASX36,703$403,3680.07%
166BP PLCBPPFF10,691$402,8550.07%
167CHIPOTLE MEXICAN GRILL INCCMG138$401,1340.07%
168HCA HEALTHCARE INCHCA1,194$398,2350.07%
169FERGUSON PLC NEWG3421J1061,813$396,0900.07%
170NEXTERA ENERGY INCNEE-PW6,194$395,8550.07%
171SPROTT PHYSICAL GOLD TRSII22,624$391,3950.07%
172INTUITIVE SURGICAL INCISRG978$390,3100.07%
173RELX PLCRLXXF8,813$381,5330.06%
174CONSTELLATION BRANDS INCSTZ1,389$377,5570.06%
175MICRON TECHNOLOGY INCMU3,202$377,4870.06%
176UNILEVER PLCUNLYF7,507$376,8010.06%
177VANGUARD INDEX FDS9229086522,148$376,4800.06%
178COPART INCCPRT6,489$375,8430.06%
179SYSCO CORPSYY4,534$368,0600.06%
180MICROVISION INC DELMVIS200,000$368,0000.06%
181VANGUARD WORLD FDS92204A3062,789$367,3110.06%
182HALLIBURTON COHAL9,289$366,1740.06%
183VANGUARD WHITEHALL FDS9219464063,026$366,1160.06%
184PHILIP MORRIS INTL INC7181721093,964$363,1420.06%
185CHUBB LIMITEDCB1,376$356,5630.06%
186AUTODESK INCADSK1,369$356,5150.06%
187MARTIN MARIETTA MATLS INC573284106579$355,4930.06%
188EQUINIX INCEQIX429$353,6860.06%
189WORKDAY INCWDAY1,293$352,6660.06%
190SPDR SER TR78468R6223,701$352,2910.06%
191PIEDMONT OFFICE REALTY TR INPDM49,996$351,4720.06%
192GILEAD SCIENCES INCGILD4,795$351,2570.06%
193INFOSYS LTDINFY19,451$348,7610.06%
194SYNOPSYS INCSNPS607$346,9000.06%
195ISHARES TR4642884143,215$345,9420.06%
196RPM INTL INC7496851032,894$344,1910.06%
197AMERICAN TOWER CORP NEW03027X1001,717$339,2540.06%
198DIAGEO PLCDGEAF2,276$338,5100.06%
199CBRE GROUP INCCBRE3,473$337,7150.06%
200NXP SEMICONDUCTORS N VNXPI1,363$337,7110.06%
201ISHARES TR4642878043,033$335,2070.06%
202SCHWAB STRATEGIC TR8085246076,796$334,6400.06%
203UNITED RENTALS INCURI461$332,4320.06%
204STRYKER CORPORATIONSYK927$331,6010.06%
205RYERSON HLDG CORPRYZ9,860$330,3100.06%
206BECTON DICKINSON & COBDX1,326$328,0080.06%
207NIKE INCNKE3,485$327,4970.06%
208M/I HOMES INCMHO2,400$327,0960.06%
209SCHWAB CHARLES CORPSCHW-PJ4,509$326,1980.06%
210CME GROUP INCCME1,487$320,1760.05%
211CARRIER GLOBAL CORPORATIONCARR5,472$318,0820.05%
212OTIS WORLDWIDE CORPOTIS3,200$317,6470.05%
213GENERAL MLS INC3703341044,529$316,8910.05%
214CISCO SYS INCCSCO6,339$316,3950.05%
215HF SINCLAIR CORPDINO5,240$316,3390.05%
216SHERWIN WILLIAMS COSHW908$315,4640.05%
217TAKEDA PHARMACEUTICAL CO LTDTKPHF22,430$311,5470.05%
218ISHARES TR46429B6973,727$311,5030.05%
219FMC CORPFMC4,890$311,4650.05%
220VULCAN MATLS CO9291601091,141$311,4300.05%
221BROADRIDGE FINL SOLUTIONS IN11133T1031,479$302,9010.05%
222PRUDENTIAL FINL INCPUKPF2,551$299,5410.05%
223WOORI FINL GROUP INC9810641089,180$297,6940.05%
224MERCADOLIBRE INCMELI195$294,8320.05%
225UNITED MICROELECTRONICS CORPUMC36,438$294,7830.05%
226COGNIZANT TECHNOLOGY SOLUTIOCTSH3,965$290,5730.05%
227SHINHAN FINANCIAL GROUP CO LSHG8,134$288,6590.05%
228F N B CORP30252010120,110$283,5510.05%
229GENUINE PARTS COGPC1,787$276,8600.05%
230IQVIA HLDGS INCIQV1,094$276,6620.05%
231BANCO BILBAO VIZCAYA ARGENTABBVXF23,158$274,1910.05%
232LUMEN TECHNOLOGIES INCLUMN175,125$273,1950.05%
233SELECT SECTOR SPDR TR81369Y8031,308$272,4420.05%
234QUANTA SVCS INC74762E1021,046$271,7510.05%
235SPDR SER TR78464A7632,069$271,5350.05%
236SANOFISNYNF5,574$270,8960.05%
237TAYLOR MORRISON HOME CORPTMHC4,270$265,4660.04%
238COCA-COLA FEMSA SAB DE CVCOCSF2,723$264,6870.04%
239ISHARES TR46434V8605,218$264,5090.04%
240MONDELEZ INTL INC6092071053,760$263,2130.04%
241ROCKWELL AUTOMATION INCROK898$261,6410.04%
242MOTOROLA SOLUTIONS INCMSI728$258,4250.04%
243VERISK ANALYTICS INCVRSK1,080$254,5750.04%
244SELECT SECTOR SPDR TR81369Y6055,916$249,1820.04%
245XYLEM INCXYL1,927$249,0860.04%
246ANSYS INC03662Q105711$246,8310.04%
247PENTAIR PLCPNR2,865$244,8100.04%
248COUPANG INCCPNG13,656$242,9400.04%
249KEURIG DR PEPPER INCKDP7,917$242,8240.04%
250PROGRESSIVE CORP7433151031,158$239,4180.04%
251SELECT SECTOR SPDR TR81369Y7041,882$237,0570.04%
252CVS HEALTH CORPCVS2,923$233,1540.04%
253CHECK POINT SOFTWARE TECH LTM224651041,412$231,5820.04%
254JD.COM INCJDCMF8,373$229,3360.04%
255RAYTHEON TECHNOLOGIES CORPRTX2,350$229,1960.04%
256FLEXSHARES TRFLEX1,407$229,1730.04%
257PTC INCPTC1,206$227,8620.04%
258ECOLAB INCECL985$227,5380.04%
259JOHNSON CTLS INTL PLCG515021053,474$226,9240.04%
260ANALOG DEVICES INCADI1,146$226,6680.04%
261KT CORPKT16,118$225,9740.04%
262ABRDN SILVER ETF TRUSTSIVR9,412$224,1000.04%
263MPLX LPMPLXP5,376$223,4290.04%
264VANGUARD WORLD FDS92204A702424$222,3200.04%
265CSX CORPCSX5,956$220,7970.04%
266VANGUARD INDEX FDS922908736640$220,2880.04%
267DUPONT DE NEMOURS INCDD2,869$219,9660.04%
268WEYERHAEUSER CO MTN BEWY6,075$218,1580.04%
269KIMBERLY-CLARK CORPKMB1,667$215,6390.04%
270ONEOK INC NEWOKE2,674$214,3750.04%
271TELEFONICA BRASIL SAVIV21,257$214,0580.04%
272WASTE CONNECTIONS INCWCN1,243$213,8080.04%
273SCHWAB STRATEGIC TR8085247972,632$212,2060.04%
274SUMITOMO MITSUI FINL GROUP I86562M20918,029$212,2010.04%
275SAP SESAPGF1,083$211,2180.04%
276CROWN CASTLE INCCCI1,989$210,4740.04%
277DIGITAL RLTY TR INC2538681031,425$205,2250.03%
278AFLAC INCAFL2,390$205,2110.03%
279MARSH & MCLENNAN COS INC571748102996$205,1560.03%
280ARISTA NETWORKS INCANET706$204,7260.03%
281KLA CORPKLAC293$204,6810.03%
282DIMENSIONAL ETF TRUST25434V5003,282$204,6000.03%
283ISHARES TR46435U8535,565$203,6230.03%
284ISHARES TR46435U1688,677$202,8680.03%
285PRICE T ROWE GROUP INCTROW1,662$202,6310.03%
286ISHARES TR46434VBD18,161$202,4740.03%
287ISHARES TR46436E3798,647$202,0800.03%
288ISHARES TR46436E5288,749$201,7520.03%
289ISHARES TR46436E3878,621$201,2140.03%
290VANGUARD INDEX FDS9229087441,235$201,1320.03%
291ISHARES TR46435U1848,621$200,9990.03%
292ISHARES TR46436E4789,017$200,7180.03%
293V F CORPVFC10,494$160,9780.03%
294GERDAU SAGGB32,638$144,2590.02%
295SIBANYE STILLWATER LTDSBYSF26,357$124,1410.02%
296TELEFONICA S ATELFY28,105$123,9430.02%
297LLOYDS BANKING GROUP PLCLLOBF45,268$117,2440.02%
298BANCO SANTANDER S.A.BCDRF18,371$88,9160.02%
299NOKIA CORPNOKBF21,289$75,3630.01%
300BANCO BRADESCO S A05946040220,135$51,5460.01%
301NIO INCNIOIF10,290$46,3060.01%
302BANCO BRADESCO S A05946030311,176$31,9630.01%