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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 HOLDINGS REPORT

Callan Capital, LLC

Quarter ended Q2 2024 · Filed August 12, 2024 · Accession 0001542166-24-000009

Total Value
$1.20B
Positions
311
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (311)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085241022,001,000$125.8M10.49%
2SCHWAB STRATEGIC TR8085247711,213,353$81.3M6.78%
3SCHWAB STRATEGIC TR8085248052,044,778$78.6M6.55%
4SCHWAB STRATEGIC TR8085247551,920,055$67.3M5.61%
5VANGUARD MUN BD FDS922907746818,109$41.0M3.42%
6INVESCO EXCHANGE TRADED FD TIVZ1,017,240$38.6M3.22%
7SPDR INDEX SHS FDS78463X8891,065,841$37.4M3.12%
8APPLE INCAAPL143,851$30.3M2.53%
9SCHWAB STRATEGIC TR808524789454,527$29.8M2.49%
10AMERICAN CENTY ETF TR025072802458,606$29.8M2.48%
11VANGUARD INTL EQUITY INDEX F922042858657,571$28.8M2.40%
12NVIDIA CORPORATIONNVDA230,820$28.5M2.38%
13GOLDMAN SACHS ETF TRNVGLF785,424$26.4M2.20%
14AMERICAN CENTY ETF TR025072877269,523$24.2M2.02%
15ISHARES TR46434V274810,687$23.7M1.98%
16SELECT SECTOR SPDR TR81369Y803100,906$22.8M1.90%
17VANGUARD WORLD FD92204A70236,478$21.0M1.75%
18SPDR SER TR78464A805295,458$19.6M1.63%
19GOLDMAN SACHS ETF TRNVGLF182,778$19.5M1.63%
20SCHWAB STRATEGIC TR808524763338,505$18.6M1.55%
21VANGUARD INTL EQUITY INDEX F922042775275,499$16.2M1.35%
22SCHWAB STRATEGIC TR808524730545,790$16.1M1.35%
23MICROSOFT CORPMSFT27,266$12.2M1.02%
24DIMENSIONAL ETF TRUST25434V781417,021$11.2M0.94%
25SELECT SECTOR SPDR TR81369Y20976,568$11.2M0.93%
26INVESCO EXCHANGE TRADED FD TIVZ290,443$11.1M0.92%
27VANGUARD WORLD FD92204A88461,803$8.5M0.71%
28AMERICAN CENTY ETF TR02507288582,750$7.5M0.62%
29VANGUARD WORLD FD92204A50427,845$7.4M0.62%
30SCHWAB STRATEGIC TR808524706273,004$7.3M0.60%
31SCHWAB STRATEGIC TR808524839155,909$7.1M0.59%
32SELECT SECTOR SPDR TR81369Y70457,155$7.0M0.58%
33SELECT SECTOR SPDR TR81369Y40738,183$7.0M0.58%
34VANGUARD WORLD FD92204A40569,206$6.9M0.58%
35SELECT SECTOR SPDR TR81369Y605167,250$6.9M0.57%
36NEUMORA THERAPEUTICS INC.NMRA661,194$6.5M0.54%
37VANGUARD INDEX FDS92290863725,894$6.5M0.54%
38ISHARES INC46434G889133,938$6.3M0.52%
39ALPHABET INCGOOG33,976$6.2M0.52%
40INVESCO EXCH TRADED FD TR IIIVZ117,541$5.7M0.48%
41ISHARES TR46428720010,070$5.5M0.46%
42VANGUARD WORLD FD92204A10816,161$5.0M0.42%
43AMAZON COM INCAMZN25,872$5.0M0.42%
44SELECT SECTOR SPDR TR81369Y85253,684$4.6M0.38%
45SELECT SECTOR SPDR TR81369Y30858,147$4.5M0.37%
46VANGUARD WORLD FD92204A20720,416$4.1M0.35%
47SPDR S&P 500 ETF TRSPY7,588$4.1M0.34%
48VANGUARD WORLD FD92204A60317,348$4.1M0.34%
49DIMENSIONAL ETF TRUST25434V708120,092$3.9M0.32%
50ALPHABET INCGOOG21,029$3.9M0.32%
51SSGA ACTIVE ETF TR78467V84895,058$3.8M0.31%
52VANGUARD WORLD FD92204A30628,574$3.6M0.30%
53ELI LILLY & COLLY3,943$3.6M0.30%
54J P MORGAN EXCHANGE TRADED F46641Q65469,721$3.5M0.30%
55NOVO-NORDISK A SNONOF24,697$3.5M0.29%
56TESLA INCTSLA17,567$3.5M0.29%
57GOLDMAN SACHS ETF TRNVGLF105,196$3.4M0.29%
58VANGUARD STAR FDS92190976852,983$3.2M0.27%
59INVESCO EXCH TRD SLF IDX FDIVZ58,415$3.1M0.26%
60ORACLE CORPORCL-PD21,280$3.0M0.25%
61BERKSHIRE HATHAWAY INC DELBRK-A6,981$2.8M0.24%
62META PLATFORMS INCMETA4,834$2.4M0.20%
63VERTEX PHARMACEUTICALS INCVRTX4,440$2.1M0.17%
64AMERICAN CENTY ETF TR02507237241,485$2.0M0.17%
65SELECT SECTOR SPDR TR81369Y88628,739$2.0M0.16%
66NETFLIX INCNFLX2,876$1.9M0.16%
67BROADCOM INCAVGO1,178$1.9M0.16%
68COSTCO WHSL CORP NEW22160K1052,217$1.9M0.16%
69JPMORGAN CHASE & CO.VYLD9,280$1.9M0.16%
70VANGUARD INDEX FDS9229083633,734$1.9M0.16%
71SCHWAB STRATEGIC TR80852460738,315$1.8M0.15%
72AMERICAN CENTY ETF TR02507236434,288$1.8M0.15%
73VANGUARD INDEX FDS9229086297,258$1.8M0.15%
74HOME DEPOT INCHD5,023$1.7M0.14%
75SELECT SECTOR SPDR TR81369Y10019,362$1.7M0.14%
76INVESCO QQQ TRIVZ3,508$1.7M0.14%
77HOME BANCSHARES INCHOMB69,513$1.7M0.14%
78AMERICAN CENTY ETF TR02507234926,457$1.7M0.14%
79BECTON DICKINSON & COBDX7,100$1.7M0.14%
80VANGUARD WORLD FD92204A87611,075$1.6M0.14%
81VANGUARD INDEX FDS92290855319,299$1.6M0.13%
82WALMART INCWMT23,659$1.6M0.13%
83INNOVATIVE INDL PPTYS INCINHD14,610$1.6M0.13%
84ADOBE INCADBE2,859$1.6M0.13%
85UNITEDHEALTH GROUP INCUNH3,011$1.5M0.13%
86ISHARES TR46428778815,888$1.5M0.13%
87SCHWAB STRATEGIC TR80852420123,246$1.5M0.12%
88ASML HOLDING N VASMLF1,415$1.4M0.12%
89VANGUARD SPECIALIZED FUNDS9219088447,879$1.4M0.12%
90MERCK & CO INCMRK10,980$1.4M0.11%
91CROWDSTRIKE HLDGS INCCRWD3,454$1.3M0.11%
92SELECT SECTOR SPDR TR81369Y50614,412$1.3M0.11%
93SELECT SECTOR SPDR TR81369Y86033,679$1.3M0.11%
94ISHARES TR4642876224,202$1.3M0.10%
95PROCTER AND GAMBLE CO7427181097,567$1.2M0.10%
96SERVICENOW INCNOW1,553$1.2M0.10%
97ISHARES GOLD TRIAU27,338$1.2M0.10%
98VANGUARD WORLD FD92204A8016,194$1.2M0.10%
99ISHARES TR4642876555,809$1.2M0.10%
100EXXON MOBIL CORPXOM10,135$1.2M0.10%
101BANK AMERICA CORP06050510426,871$1.1M0.09%
102ORIX CORPORXCF9,455$1.1M0.09%
103TAIWAN SEMICONDUCTOR MFG LTD8740391005,997$1.0M0.09%
104ABBVIE INCABBV6,063$1.0M0.09%
105ALEXANDRIA REAL ESTATE EQ IN0152711098,843$1.0M0.09%
106BLACKSTONE INCBX7,968$986,4100.08%
107NOVARTIS AGNVSEF8,988$956,8620.08%
108HONDA MOTOR LTDHNDAF28,965$933,8320.08%
109JOHNSON & JOHNSONJNJ6,388$933,6360.08%
110VANGUARD INTL EQUITY INDEX F9220427187,800$916,4620.08%
111PEPSICO INCPEP5,507$908,3000.08%
112ENTERPRISE PRODS PARTNERS L29379210731,057$900,0310.08%
113VANGUARD TAX-MANAGED FDS92194385817,901$884,6830.07%
114SAP SESAPGF4,371$881,6740.07%
115GE AEROSPACE3696043015,525$878,3100.07%
116NEXTERA ENERGY INCNEE-PW12,036$852,2600.07%
117TOYOTA MOTOR CORPTOYOF4,153$851,2400.07%
118DANAHER CORPORATION2358511023,358$838,9960.07%
119AMGEN INCAMGN2,649$827,6310.07%
120ISHARES TR46428851310,705$825,7860.07%
121ASTRAZENECA PLCAZN10,358$807,8200.07%
122MASTERCARD INCORPORATEDMA1,814$800,2640.07%
123CHEVRON CORP NEWCVX4,953$774,7710.06%
124VANGUARD INDEX FDS9229087444,772$765,4770.06%
125BIOGEN INCBIIB3,221$746,6920.06%
126VANGUARD INTL EQUITY INDEX F9220427426,422$723,3640.06%
127CATERPILLAR INCCAT2,152$716,8310.06%
128GRAINGER W W INC384802104789$711,8670.06%
129TOTALENERGIES SETTE10,614$707,7420.06%
130BARCLAYS BANK PLCVXZ28,186$707,4690.06%
131VANGUARD INDEX FDS9229087513,129$682,1970.06%
132ISHARES TR4642881829,357$673,5170.06%
133BHP GROUP LTDBHPLF11,706$668,2960.06%
134ABBOTT LABSABLZF6,327$657,4390.05%
135VISA INCV2,438$639,9960.05%
136ST JOE COJOE11,575$633,1530.05%
137NOMURA HLDGS INCNRSCF106,773$617,1480.05%
138ACCENTURE PLC IRELANDACN2,007$608,9440.05%
139ADVANCED MICRO DEVICES INCAMD3,662$594,0130.05%
140TEXAS INSTRS INC8825081043,011$585,7300.05%
141TRANE TECHNOLOGIES PLCTT1,777$584,5090.05%
142LOWES COS INC5486611072,649$583,9990.05%
143DISNEY WALT CO2546871065,679$563,8700.05%
144RTX CORPORATIONRTX5,458$547,9790.05%
145INVESCO EXCH TRADED FD TR IIIVZ16,881$545,5870.05%
146ILLINOIS TOOL WKS INC4523081092,294$543,5860.05%
147DEUTSCHE BANK A GD1819089833,814$538,9950.04%
148SCHWAB STRATEGIC TR8085243005,334$537,8470.04%
149ALCON AGALC5,814$517,9110.04%
150SALESFORCE INCCRM2,002$514,7490.04%
151ANHEUSER BUSCH INBEV SA/NVBUDFF8,793$511,3130.04%
152PALO ALTO NETWORKS INCPANW1,501$508,8540.04%
153INTEL CORPINTC16,189$501,3680.04%
154CISCO SYS INCCSCO10,527$500,1380.04%
155PFIZER INCPFE17,845$499,3040.04%
156ISHARES TR4642885704,798$498,2720.04%
157THE TRADE DESK INC88339J1055,085$496,6520.04%
158MIZUHO FINANCIAL GROUP INCMZHOF117,109$495,3710.04%
159ANALOG DEVICES INCADI2,139$488,2480.04%
160UBS GROUP AGUBS16,455$486,0810.04%
161SUMITOMO MITSUI FINL GROUP I86562M20936,146$484,7180.04%
162S&P GLOBAL INCSPGI1,084$483,4640.04%
163QUALCOMM INCQCOM2,421$482,1900.04%
164SANOFISNYNF9,852$478,0190.04%
165LINDE PLCLIN1,084$475,6700.04%
166HONEYWELL INTL INC4385161062,218$473,6600.04%
167NUCOR CORPNUE2,966$468,7870.04%
168EOG RES INCEOG3,722$468,4880.04%
169T-MOBILE US INCTMUSZ2,657$468,1100.04%
170ELEVANCE HEALTH INCELV860$466,0000.04%
171ZOETIS INCZTS2,688$465,9920.04%
172SHELL PLCRYDAF6,327$456,6830.04%
173SPDR SER TR78464A4095,649$452,6670.04%
174PHILLIPS 66PSX3,157$445,6740.04%
175MITSUBISHI UFJ FINL GROUP IN60682210440,781$440,4350.04%
176VANGUARD INDEX FDS9229087691,628$435,5490.04%
177ISHARES TR4642874655,475$428,8560.04%
178ISHARES TR4642874995,288$428,7800.04%
179GLOBAL X FDS37954Y71513,791$425,4520.04%
180MICRON TECHNOLOGY INCMU3,201$421,0280.04%
181MANULIFE FINL CORP56501R10615,453$411,3590.03%
182SCHWAB CHARLES CORPSCHW-PJ5,554$409,2510.03%
183BOEING COBA-PA2,217$403,5160.03%
184TARSUS PHARMACEUTICALS INCTARS14,800$402,2640.03%
185PACIFIC PREMIER BANCORP69478X10517,243$396,0690.03%
186FIDELITY COVINGTON TRUST3160928658,974$394,4970.03%
187ALTRIA GROUP INCMO8,655$394,2400.03%
188MCDONALDS CORPMCD1,543$393,2180.03%
189DUPONT DE NEMOURS INCDD4,864$391,5030.03%
190COCA COLA COKO6,139$390,7790.03%
191LAM RESEARCH CORPLRCX362$385,4760.03%
192MARATHON PETE CORPMARA2,185$379,0540.03%
193GOLDMAN SACHS GROUP INCGSCE836$377,9550.03%
194CONSOLIDATED EDISON INCED4,214$376,8160.03%
195OSHKOSH CORPOSK3,446$372,8570.03%
196ROYAL BK CDA7800871023,490$371,2660.03%
197TARGET CORPTGT2,483$367,5830.03%
198ROYAL CARIBBEAN GROUPV7780T1032,298$366,3700.03%
199EATON CORP PLCETN1,167$365,9130.03%
200UNILEVER PLCUNLYF6,640$365,1340.03%
201GILEAD SCIENCES INCGILD5,299$363,5640.03%
202VODAFONE GROUP PLC NEW92857W30840,768$361,6120.03%
203SCHWAB STRATEGIC TR80852484718,100$361,4570.03%
204ISHARES TR46434V2826,473$360,4880.03%
205ISHARES INC46434G1036,722$359,8290.03%
206L3HARRIS TECHNOLOGIES INCLHX1,595$358,2050.03%
207BANCO SANTANDER S.A.BCDRF76,556$354,4540.03%
208OREILLY AUTOMOTIVE INC67103H107334$352,7240.03%
209BROOKFIELD CORP11271J1078,356$347,1080.03%
210WELLS FARGO CO NEW9497461015,804$344,7000.03%
211REGENERON PHARMACEUTICALSREGN324$340,5340.03%
212AT&T INCT-PC17,805$340,2530.03%
213PHILIP MORRIS INTL INC7181721093,358$340,2450.03%
214CITIGROUP INCC-PR5,241$332,6250.03%
215ARROW ELECTRS INC0427351002,745$331,4860.03%
216SHOPIFY INCSHOP5,015$331,2410.03%
217INTERNATIONAL BUSINESS MACHSINTR1,887$326,3570.03%
218ORANGEORANY32,393$323,6060.03%
219SONY GROUP CORPSNEJF3,797$322,5550.03%
220RELX PLCRLXXF6,967$319,6460.03%
221THERMO FISHER SCIENTIFIC INCTMO578$319,6340.03%
222PPL CORPPPLC11,406$315,3760.03%
223SQUARESPACE INC85225A1077,198$314,0490.03%
224ING GROEP N.V.INGVF18,237$312,5820.03%
225UNION PAC CORPUNP1,363$308,3920.03%
226SPDR SER TR78464A7632,413$306,8690.03%
227COCA-COLA EUROPACIFIC PARTNECCEP4,205$306,4180.03%
228CADENCE DESIGN SYSTEM INCCDNS990$304,6730.03%
229UNUM GROUPUNMA5,961$304,6670.03%
230MARATHON OIL CORPMARA10,473$300,2690.03%
231TJX COS INC NEW8725401092,727$300,2430.03%
232UBER TECHNOLOGIES INCUBER4,066$295,5170.02%
233INTUITIVE SURGICAL INCISRG662$294,4910.02%
234COINBASE GLOBAL INCCOIN1,325$294,4550.02%
235AFFILIATED MANAGERS GROUP INMGRE1,883$294,1810.02%
236AMERICAN EXPRESS COAXP1,270$294,0690.02%
237APPLIED MATLS INC0382221051,236$291,6840.02%
238CHUBB LIMITEDCB1,141$291,0460.02%
239ISHARES TR4642878042,701$288,0890.02%
240WEC ENERGY GROUP INCWEC3,545$278,1410.02%
241FLEXSHARES TRFLEX3,912$273,5140.02%
242BANCO BILBAO VIZCAYA ARGENTABBVXF27,205$272,8660.02%
243HALOZYME THERAPEUTICS INCHALO5,207$272,6390.02%
244BOSTON SCIENTIFIC CORPBSX3,495$269,1500.02%
245GSK PLCGLAXF6,898$265,5730.02%
246SPDR DOW JONES INDL AVERAGE78467X109670$262,0570.02%
247CANADIAN NATL RY CO1363751022,200$259,8860.02%
248ISHARES TR4642877211,714$257,9570.02%
249ALPS ETF TR00162Q4609,141$257,4110.02%
250KLA CORPKLAC310$255,5980.02%
251FERRARI N VRACE611$249,5140.02%
252FIFTH THIRD BANCORPFITBM6,800$248,1320.02%
253RIO TINTO PLCRTNTF3,753$247,4350.02%
254ARCELORMITTAL SA LUXEMBOURGARCXF10,734$246,1310.02%
255POSEIDA THERAPEUTICS INC73730P10884,080$245,5140.02%
256HSBC HLDGS PLCHBCYF5,633$245,0360.02%
257MONDELEZ INTL INC6092071053,741$244,8110.02%
258AUTOMATIC DATA PROCESSING INADP1,019$243,2250.02%
259INVESCO EXCH TRADED FD TR IIIVZ11,986$242,7170.02%
260AVANGRID INC05351W1036,825$242,4920.02%
261SYNOPSYS INCSNPS407$242,1890.02%
262PRINCIPAL EXCHANGE TRADED FD74255Y82111,762$240,6320.02%
263DUKE ENERGY CORP NEWDUKB2,400$240,5520.02%
264PAYPAL HLDGS INCPYPL4,143$240,4180.02%
265BLACKROCK INCBLK304$239,0180.02%
266GENERAL MTRS CO37045V1005,133$238,4790.02%
267GENPACT LIMITEDG7,387$237,7880.02%
268OTIS WORLDWIDE CORPOTIS2,470$237,7620.02%
269ISHARES TR464287614652$237,6990.02%
270IDEAYA BIOSCIENCES INCIDYA6,726$236,1500.02%
271LLOYDS BANKING GROUP PLCLLOBF86,322$235,6590.02%
272CGI INCGIB2,355$235,0530.02%
273BOOKING HOLDINGS INCBKNG59$233,8010.02%
274TELEFONAKTIEBOLAGET LM ERICS29482160837,807$233,2690.02%
275ROPER TECHNOLOGIES INCROP405$228,2820.02%
276MORGAN STANLEYMS-PQ2,348$228,1900.02%
277NIKE INCNKE3,008$226,7130.02%
278COLGATE PALMOLIVE COCL2,329$226,0060.02%
279AERCAP HOLDINGS NVAER2,403$223,9600.02%
280VERIZON COMMUNICATIONS INCVZ5,391$222,3250.02%
281AMERICAN TOWER CORP NEW03027X1001,138$221,2040.02%
282DEERE & CODE582$217,5890.02%
283COMCAST CORP NEWCCZ5,540$216,9320.02%
284LOEWS CORPL2,900$216,7460.02%
285PUBLIC SVC ENTERPRISE GRP IN7445731062,936$216,3830.02%
286ISHARES TR4642888284,120$215,9850.02%
287NVIDIA CORPORATIONNVDA50,000$211,2450.02%
288ISHARES TR4642875073,575$209,2090.02%
289TE CONNECTIVITY LTDTEL1,388$208,7970.02%
290AMPHENOL CORP NEW0320951013,092$208,3080.02%
291CORNING INCGLW5,342$207,5370.02%
292MCKESSON CORPMCK354$206,7120.02%
293MEDTRONIC PLCMDT2,626$206,6920.02%
294CLOUDFLARE INCNET2,487$205,9980.02%
295PULTE GROUP INC7458671011,863$205,1160.02%
296INOGEN INCINGN20,611$167,5670.01%
297BARCLAYS PLCBCLYF14,450$154,7600.01%
298KNOW LABS INC499238103370,000$151,6630.01%
299CARDIFF ONCOLOGY INCCRDF65,047$144,4040.01%
300HALEON PLCHLNCF16,598$137,0990.01%
301CITY OFFICE REIT INCCHCO26,484$131,8900.01%
302TELEFONICA S ATELFY29,352$123,5720.01%
303NATWEST GROUP PLCRBSPF12,058$96,8260.01%
304NVIDIA CORPORATIONNVDA30,000$83,3220.01%
305IMMUNITYBIO INCIBRX12,055$76,1880.01%
306EQUILLIUM INCEQ99,688$69,1040.01%
307OFFICE PPTYS INCOME TR67623C10931,250$63,7500.01%
308GRAB HOLDINGS LIMITEDGRABW17,097$60,6940.01%
309ALLOGENE THERAPEUTICS INCALLO21,089$49,1370.00%
310DYADIC INTL INC DEL26745T10127,174$40,2180.00%
311VENTYX BIOSCIENCES INC92332V10716,310$37,6760.00%