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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

Trust Co

Quarter ended Q1 2023 · Filed January 9, 2023 · Accession 0001632554-23-000002

Total Value
$617,087
Positions
313
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (313)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Short Treasury Bond Index ETF464288679562,788$61,86110.02%
2Vanguard Value Index ETF922908744387,811$54,4368.82%
3Vanguard Growth Index ETF922908736245,841$52,3908.49%
4Invesco Ultra Short Duration ETFIVZ1,003,272$49,6228.04%
5Vanguard Mid-Cap Growth Index ETF922908538221,368$39,7926.45%
6Vanguard FTSE Developed Markets ETF921943858888,585$37,2946.04%
7Vanguard Mid-Cap Value Index ETF922908512260,340$35,2085.71%
8Schwab Fundamental Intl Large Co ETF8085247551,024,417$29,7804.83%
9iShares MSCI Emerging Markets Index ETF464287234683,972$25,9224.20%
10JP Morgan Ultra-Short Municipal Income ETF46641Q654462,057$23,2603.77%
11iShares Core US Aggregate Bond Index ETF464287226230,302$22,3373.62%
12Vanguard FTSE Emerging Markets ETF922042858447,673$17,4502.83%
13iShares Russell 1000 Index ETF46428762265,480$13,7842.23%
14Invesco S&P 500 Equal Weight ETFIVZ54,246$7,6621.24%
15Vanguard Total Intl Bond Index ETF92203J407157,911$7,4901.21%
16iShares National Muni Bond Index ETF46428841463,914$6,7441.09%
17SPDR Sector Info Tech ETF81369Y80349,347$6,1411.00%
18Vanguard US Total Stock Market ETF92290876926,485$5,0640.82%
19iShares Core S&P 500 ETF46428720012,186$4,6820.76%
20SPDR Sector Health Care ETF81369Y20932,694$4,4410.72%
21SPDR Sector Financial ETF81369Y605110,983$3,7960.62%
22Berkshire Hathaway Class BBRK-A9,959$3,0760.50%
23SPDR Sector Communication Srvc ETF81369Y85260,456$2,9010.47%
24SPDR Sector Industrials ETF81369Y70428,905$2,8390.46%
25Apple IncAAPL19,324$2,5110.41%
26Amazon.com IncAMZN29,842$2,5070.41%
27MicrosoftMSFT10,299$2,4700.40%
28Vanguard High Dividend Yield ETF92194640622,063$2,3870.39%
29SPDR Sector Consumer Discretion Sec ETF81369Y40718,155$2,3450.38%
30SPDR Sector Consumer Staples Sector ETF81369Y30830,197$2,2510.36%
31Schwab US Dividend Equity ETF80852479729,193$2,2050.36%
32SPDR Sector Utilities ETF81369Y88630,745$2,1680.35%
33Jack Henry & Assoc 42628110112,223$2,1460.35%
34JPMorgan Chase & CoVYLD15,946$2,1380.35%
35SPDR Sector Energy ETF81369Y50622,876$2,0010.32%
36Visa Inc Class AV8,400$1,7450.28%
37iShares MSCI USA ESG Select ETF46428880218,568$1,5290.25%
38Janus Henderson Short Duration Income ETF47103U88631,873$1,5110.24%
39Deere & CoDE3,467$1,4870.24%
40iShares MSCI ACWI ex U.S. ETF46428824031,382$1,4280.23%
41Intel CorpINTC53,911$1,4250.23%
42Johnson & JohnsonJNJ7,719$1,3640.22%
43Cisco SystemsCSCO28,612$1,3630.22%
44Merck & Co IncMRK12,223$1,3560.22%
45Oracle Systems CorpORCL-PD16,175$1,3220.21%
46Mastercard Inc Class AMA3,707$1,2890.21%
47Adobe Systems IncADBE3,820$1,2860.21%
48Pepsico IncPEP6,704$1,2110.20%
49SPDR Sector Basic Materials ETF81369Y10015,213$1,1820.19%
50iShares MSCI USA Quality Factor ETF46432F3399,960$1,1350.18%
51Home Depot IncHD3,527$1,1140.18%
52Abbott Labs ABLZF9,705$1,0660.17%
53Vanguard Dividend Appreciation Index ETF9219088446,988$1,0610.17%
54Vanguard Small-Cap Value ETF9229086116,605$1,0490.17%
55SPDR S&P 500 Index ETFSPY2,568$9820.16%
56Alphabet Inc - AGOOG11,057$9760.16%
57iShares Core S&P Small-Cap ETF46428780410,182$9640.16%
58iShares MSCI Intl Quality Factor ETF46434V45629,608$9590.16%
59Nuveen ESG Intl Dev Mkts Eq ETFNU36,643$9450.15%
60Berkshire Hathaway Class ABRK-A2$9370.15%
61iShares iBonds 12-2023 ETF46434VAX836,213$9060.15%
62Vanguard REIT ETF92290855310,894$8980.15%
63Comcast Corp Class ACCZ25,428$8890.14%
64Blackrock IncBLK1,237$8770.14%
65Invesco QQQTrust (Nasdaq 100 Index) ETFIVZ3,218$8570.14%
66iShares ESG Aware MSCI EM ETF46434G86327,816$8360.14%
67CVS CorporationCVS8,909$8300.13%
68iShares MSCI EAFE Index ETF46428746512,647$8300.13%
69Vanguard Small Cap Growth ETF9229085954,057$8140.13%
70SPDR Sector Real Estate ETF81369Y86022,024$8130.13%
71Caterpillar IncCAT3,211$7690.12%
72Lockheed Martin CorpLMT1,574$7660.12%
73AT&T IncT-PC40,386$7440.12%
74Bank of New York Mellon 06405810015,172$6910.11%
75McDonald's CorpMCD2,609$6880.11%
76iShares ESG Aware Aggregate Bond ETF46435U54914,485$6770.11%
77PfizerPFE13,040$6680.11%
78Bristol-Myers SquibbCELG-RI9,160$6590.11%
79Wal-Mart Stores IncWMT4,442$6300.10%
80Verizon CommunicationsVZ15,911$6270.10%
81Raytheon Technologies RTX6,047$6100.10%
82Expedia IncEXPE6,862$6010.10%
83iShares MSCI Developed Mkt ETF46435G32610,714$6000.10%
84Landmark BancsharesLARK25,694$5810.09%
85Emerson ElectricEMR6,019$5780.09%
86Cummins IncCMI2,386$5780.09%
87JP Morgan Equity Premium Income ETF46641Q33210,442$5690.09%
88Exxon Mobil CorpXOM5,132$5660.09%
89General Dynamics Corp GD2,177$5400.09%
90Chevron CorpCVX2,892$5190.08%
91Amerisourcebergen CorpCOR2,910$4820.08%
92Ishares 1-3 Year Treasury Bond ETF4642874575,840$4740.08%
93Halliburton CompanyHAL11,825$4650.08%
94Schlumberger LtdSLB8,705$4650.08%
95Booking Hldgs IncBKNG226$4550.07%
96Evergy Inc CorpEVRG7,217$4540.07%
97Coca Cola CompanyKO6,898$4390.07%
98Fidelity National Information Services Inc31620M1066,412$4350.07%
99Patterson Companies70339510315,400$4320.07%
100Eli Lilly & CoLLY1,168$4270.07%
101AbbVie IncABBV2,614$4220.07%
102Lowes Companies Inc5486611072,105$4190.07%
103Kimberly-Clark CorpKMB3,079$4180.07%
104Air Products & Chemicals IncAIIR1,337$4120.07%
105American Tower REIT03027X1001,925$4080.07%
106Vertex Pharmaceuticals IncVRTX1,389$4010.06%
107Starbucks CorporationSBUX3,973$3940.06%
108Union PacificUNP1,895$3920.06%
109iShares Core High Dividend ETF46429B6633,685$3840.06%
1103M CompanyMMM3,179$3810.06%
111Nuveen ESG Large Value ETFNU10,070$3450.06%
112Costco Wholesale 22160K105688$3140.05%
113Chubb LimitedCB1,353$2980.05%
114Nuveen ESG Large Growth ETFNU6,102$2980.05%
115iShares Russell Mid-Cap Index ETF4642874994,421$2980.05%
116SPDR S&P MidCap 400 Index ETFMDY655$2900.05%
117Nuveen ESG Mid-Cap ETFNU9,568$2850.05%
118Eastman Chemical CoEMN3,407$2770.04%
119Ark Innovation ETF00214Q1048,806$2750.04%
120Alphabet Inc - CGOOG3,060$2720.04%
121S&P Global IncSPGI800$2680.04%
122Tyson Foods Cl ATSN4,277$2660.04%
123Service Corp International8175651043,566$2470.04%
124Nuveen ESG Mid-Cap Growth ETFNU6,709$2360.04%
125ConagraCAG6,037$2340.04%
126iShares Core S&P Mid-Cap ETF464287507965$2330.04%
127Archer-Daniels-MidlandADM2,348$2180.04%
128United Parcel ServiceUPS1,250$2170.04%
129IBM CorporationINTR1,523$2150.03%
130iShares ESG Aware MSCI Small-Cap ETF46435U6636,411$2110.03%
131Nextera Energy IncNEE-PW2,508$2100.03%
132Toronto Dominion BankTORO3,230$2090.03%
133Nuveen ESG Small-Cap ETFNU6,101$2090.03%
134Ishares Inc Core MSCI Emerging Mkts ETF46434G1034,372$2040.03%
135Xcel Energy IncXELLL2,882$2020.03%
136Gilead Sciences IncGILD2,258$1940.03%
137Wells Fargo & Co 9497461014,613$1900.03%
138Simon Property Group8288061091,543$1810.03%
139Honeywell International438516106808$1730.03%
140Vanguard Mid-Cap ETF922908629846$1720.03%
141Intuitive Surgical IncISRG612$1620.03%
142Hawkins IncHWKN4,160$1610.03%
143iShares S&P Short-Term Natl Muni ETF4642881581,512$1580.03%
144OGE Energy CorpOGE4,000$1580.03%
145iShares Russell 1000 Growth Index ETF464287614709$1520.02%
146Prudential FinancialPUKPF1,400$1390.02%
147Arthur J Gallagher & Co363576109737$1390.02%
148Kellogg CoBEKE1,821$1300.02%
149Procter & Gamble Co742718109842$1280.02%
150Commerce Bancshares IncCBSH1,885$1280.02%
151Public Storage IncPSA-PS435$1220.02%
152Bank Of America0605051043,535$1170.02%
153Nike Inc Cl BNKE965$1130.02%
154Automatic Data ProcessingADP471$1130.02%
155SPDR Dow Jones Industrial Avg ETF78467X109337$1120.02%
156Goldman Sachs Grp IncGSCE322$1110.02%
157Northrop Grumman CorpNOC200$1090.02%
158BoeingBA-PA552$1050.02%
159Phillips 66PSX978$1020.02%
160Packaging Corp Of America 695156109763$980.02%
161iShares MSCI EAFE Small-Cap ETF4642882731,660$940.02%
162Vanguard Short-Term TIPS ETF9220208051,977$920.01%
163ConocophillipsCOP746$880.01%
164Discover Financial Services254709108885$870.01%
165iShares Russell Midcap Growth Index ETF4642874811,018$850.01%
166Realty Income CorpO1,331$840.01%
167iShares Russell Mid Cap Value Index ETF464287473764$800.01%
168Southern Company IncSOMN1,093$780.01%
169Corning IncGLW2,402$770.01%
170Medtronic PLCMDT988$770.01%
171Texas Instruments882508104461$760.01%
172Idacorp IncIDA700$750.01%
173International Paper Co4601461032,133$740.01%
174Vanguard S&P 500 ETF922908363208$730.01%
175iShares ESG Aware MSCI EAFE ETF46435G5161,075$710.01%
176Vanguard ESG US Stock ETF9219107331,050$690.01%
177Oneok Inc NewOKE1,024$670.01%
178Illinois Tool Works Inc452308109287$630.01%
179Waste Management Inc 94106L109381$600.01%
180Lauder Estee Cos Inc Class A518439104235$580.01%
181Welltower Inc WELL850$560.01%
182US Bancorp NewUSB-PS1,242$540.01%
183Facebook Inc Class AMETA423$510.01%
184Vanguard Small-Cap ETF922908751275$500.01%
185CSX CorpCSX1,629$500.01%
186Entergy Corp NewENO435$490.01%
187Hp Inc CommonHPQ1,795$480.01%
188St Joe CoJOE1,200$460.01%
189Biogen Idec IncBIIB163$450.01%
190Pinnacle West Capital CpPNW597$450.01%
191Clorox CompanyCLX300$420.01%
192MPLX LPMPLXP1,235$410.01%
193Dow Inc. DOW796$400.01%
194Colgate-PalmoliveCL505$400.01%
195Raymond James Financial Inc754730109379$400.01%
196Enbridge IncENNPF972$380.01%
197Wec Energy Group Inc CommonWEC391$370.01%
198Dominion Resources IncD610$370.01%
199Mainstreet Capital56035L1041,000$370.01%
200Williams Companies9694571001,070$350.01%
201FS KKR Capital Corp COMMONFSK1,898$330.01%
202WR Berkley CorpWRB-PH438$320.01%
203Olin Corp OLN602$320.01%
204Ingredion IncINGR318$310.01%
205Target CorporationTGT200$300.00%
206Thermo Fisher CorpTMO50$280.00%
207Dover CorpDOV210$280.00%
208iShares Select Dividend ETF464287168220$270.00%
209United States Brent Oil Fund LPUNTCW940$270.00%
210Travelers Co IncTRV144$270.00%
211iShares Russell 2000 Growth Index ETF464287648119$260.00%
212Corteva INC CORP COMMONCTVA427$250.00%
213Vanguard Large-Cap Index ETF922908637146$250.00%
214Invesco S&P Mid-Cap 400 Pure Growth ETFIVZ140$250.00%
215Cintas Corp CommonCTAS53$240.00%
216iShares Global Green Bond ETF46435U440519$240.00%
217L3harris Technologies INC CORP COMMONLHX109$230.00%
218iShares iBonds 12-2024 ETF46434VBG4949$230.00%
219Vodafone Group Plc ADR92857W3082,195$220.00%
220AGCO CorpAGCO161$220.00%
221GSL PLC IIGLAXF612$220.00%
222Dupont De Nemours INC CORP COMMONDD312$210.00%
223iShares US Real Estate Index ETF464287739235$200.00%
224Unilever PLC ADRUNLYF400$200.00%
225American Electrical Power Inc025537101200$190.00%
226Unitedhealth Group IncUNH35$190.00%
227Hormel Foods CorpHRL413$190.00%
228Occidental Petroleum674599105308$190.00%
229Ford Motor Company New3453708601,515$180.00%
230iShares Barclays TIPS Bond ETF464287176170$180.00%
231Best Buy Co IncBBY225$180.00%
232Novartis AG-ADRNVSEF200$180.00%
233T.Rowe Price Group TROW164$180.00%
234iShares Barclays 7-10 Yr Treas Bond ETF464287440180$170.00%
235Broadcom Inc CorpAVGO28$160.00%
236Blackstone Group Inc Cl ABX210$160.00%
237One Gas Inc.OGS196$150.00%
238First Energy CorpFE353$150.00%
239Ishares S&P 100 Index ETF46428710187$150.00%
240BHP Billiton Limited ADRBHPLF249$150.00%
241Allstate CorpALL-PJ100$140.00%
242Mondelez International, Inc609207105197$130.00%
243Zimmer Biomet Holdings IncZBH100$130.00%
244Becton Dickinson & CoBDX49$120.00%
245PNC Financial Services Group Inc69347510576$120.00%
246Norfolk Southern Corp65584410850$120.00%
247Citigroup IncC-PR270$120.00%
248iShares Russell 1000 Value ETF46428759880$120.00%
249Truist Financial Corp89832Q109253$110.00%
250Vanguard Total Bond Index ETF921937835150$110.00%
251iShares Financial Services ETF46428777069$110.00%
252iShares Russell 3000 ETF46428768948$110.00%
253Helmerich & Payne IncHP200$100.00%
254Amgen IncAMGN38$100.00%
255Southwest Airlines844741108300$100.00%
256Marsh & McLennan Cos Inc Common57174810258$100.00%
257Tesla Motors IncTSLA75$90.00%
258Vanguard Utilities ETF92204A87659$90.00%
259DNP Select Income CEF23325P104800$90.00%
260Sempra EnergySREA56$90.00%
261Uber Technologies INCUBER370$90.00%
262Alexander & Baldwin Inc 014491104458$90.00%
263Plains All American Pipeline LP726503105750$90.00%
264Salesforce.com IncCRM60$80.00%
265Pacer Lunt Large-Cap Allternator ETF69374H717210$80.00%
266Dick's Sporting Goods Inc 25339310260$70.00%
267Crown Castle Inc REITCCI55$70.00%
268iShares S&P MidCap 400 Growth ETF46428760696$70.00%
269Qualcomm IncQCOM61$70.00%
270Woodward INC CORP COMMONWWD75$70.00%
271Keurig Dr Pepper IncKDP182$60.00%
272Eaton Corporation PLCETN39$60.00%
273Pacer Swan SOS Fund of Funds ETF69374H568287$60.00%
274Vaneck Morningstar Wide Moat ETF92189F64388$60.00%
275Walt Disney Company25468710669$60.00%
276Paychex IncPAYX48$60.00%
277Innovator Int'l MSCI Power ETFINHD257$60.00%
278Prologis Inc REITPLDGP57$60.00%
279Hewlett Packard Enterprise CommonHPE-PC406$60.00%
280Scotts Miracle-GrowSMG100$50.00%
281Huntington Bancshares IncHBANP337$50.00%
282Charter Communications Inc New Class A16119P10816$50.00%
283ROBO Global ETF30150570780$40.00%
284ROBO Global Healthcare Technology & Innovation ETF301505723126$40.00%
285Shake Shack INC SHAK100$40.00%
286Avantis International Equity ETF02507270372$40.00%
287Ecolab IncECL25$40.00%
288Carnival Corp New FCUKPF400$30.00%
289ROBO Global Artificial Intelligence ETF301505731129$30.00%
290Eversource EnergyES35$30.00%
291Spirit Aerosystems Holdings INC Hldgs A 848574109100$30.00%
292Alcon Ag CORP COMMONALC40$30.00%
293Penn National Gaming INC CORP COMMONPENN58$20.00%
294Post Holdings IncPOST19$20.00%
295Woodside Energy Group LTD ADRWOPEF89$20.00%
296Occidental Petroleum Corp Eqy Warrant Exp 8/3/2767459916251$20.00%
297iShares Russell 2000 Index ETF46428765514$20.00%
298Roku Inc Cl A CorpROKU40$20.00%
299BRC. Inc BRCC300$20.00%
300Pacer US Small Cap Cash Cows 100 ETF69374H85752$20.00%
301Escrow Altegrity Inc.021ESC017200$10.00%
302Embecta CorpEMBC10$10.00%
303Kinder Morgan IncEP-PC53$10.00%
304Electronic Arts IncEA5$10.00%
305Rumble Inc.RUMBW200$10.00%
306Westinghouse Air Brake Technologies Corp9297401082$10.00%
307Boise CascadeBCC20$10.00%
308Nikola Corporation CORP COMMONNODK60$10.00%
309Micro Focus Int'l PLC ADR59483740320$10.00%
310Canopy Growth Corp COMMONCGC100$10.00%
311DXC Technology CommonDXC14$10.00%
312EOG Resources IncEOG6$10.00%
313Weyerhaeuser CoWY19$10.00%