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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 2024 · Filed April 11, 2024 · Accession 0001632554-24-000005

Total Value
$761.1M
Positions
337
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (337)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Core US Aggregate Bond Index ETF464287226852,519$83.5M10.97%
2Vanguard Growth Index ETF922908736187,508$64.5M8.48%
3Vanguard Value Index ETF922908744381,910$62.2M8.17%
4Vanguard Total Bond Index ETF921937835647,006$47.0M6.17%
5Vanguard Mid-Cap Value Index ETF922908512263,776$41.1M5.40%
6iShares Short Treasury Bond Index ETF464288679365,706$40.4M5.31%
7Schwab Fundamental Intl Large Co ETF8085247551,118,554$39.8M5.23%
8Vanguard FTSE Developed Markets ETF921943858735,588$36.9M4.85%
9iShares MSCI Emerging Markets Index ETF464287234800,837$32.9M4.32%
10Vanguard Mid-Cap Growth Index ETF922908538127,286$30.0M3.94%
11Vanguard FTSE Emerging Markets ETF922042858615,392$25.7M3.38%
12iShares National Muni Bond Index ETF464288414217,908$23.4M3.08%
13iShares IBOXX High Yield Corp Bond Index ETF464288513236,370$18.4M2.41%
14iShares Russell 1000 Index ETF46428762258,776$16.9M2.22%
15JP Morgan Ultra-Short Municipal Income ETF46641Q654251,882$12.8M1.68%
16SPDR Sector Info Tech ETF81369Y80357,096$11.9M1.56%
17iShares iBonds Dec 2026 Term Treasury ETF46436E858515,976$11.7M1.54%
18Vanguard Total Intl Bond Index ETF92203J407183,444$9.0M1.19%
19iShares iBonds Dec 2028 Term Treasury ETF46436E833368,736$8.1M1.06%
20Vanguard US Total Stock Market ETF92290876927,131$7.1M0.93%
21Blackrock High Yield Muni Bond ETFBLK289,419$6.5M0.85%
22iShares Core S&P 500 ETF46428720011,874$6.2M0.82%
23Invesco S&P 500 Equal Weight ETFIVZ33,870$5.7M0.75%
24SPDR Sector Financial ETF81369Y605126,714$5.3M0.70%
25SPDR Sector Consumer Discretion Sec ETF81369Y40726,619$4.9M0.64%
26Berkshire Hathaway Class BBRK-A10,939$4.6M0.60%
27SPDR Sector Health Care ETF81369Y20929,536$4.4M0.57%
28SPDR Sector Industrials ETF81369Y70431,596$4.0M0.52%
29Apple IncAAPL19,114$3.3M0.43%
30Vanguard High Dividend Yield ETF92194640626,845$3.2M0.43%
31Schwab US Dividend Equity ETF80852479738,965$3.1M0.41%
32SPDR Sector Communication Srvc ETF81369Y85237,781$3.1M0.41%
33MicrosoftMSFT7,118$3.0M0.39%
34Invesco QQQTrust (Nasdaq 100 Index) ETFIVZ6,389$2.8M0.37%
35SPDR Sector Energy ETF81369Y50624,810$2.3M0.31%
36SPDR Sector Consumer Staples Sector ETF81369Y30829,704$2.3M0.30%
37iShares MSCI USA Quality Factor ETF46432F33913,054$2.1M0.28%
38Invesco Ultra Short Duration ETFIVZ42,538$2.1M0.28%
39Jack Henry & Assoc42628110112,001$2.1M0.27%
40Amazon.com IncAMZN11,297$2.0M0.27%
41SPDR Sector Basic Materials ETF81369Y10021,517$2.0M0.26%
42Janus Henderson Short Duration Income ETF47103U88638,307$1.9M0.24%
43Oracle Systems CorpORCL-PD14,369$1.8M0.24%
44Visa Inc Class AV6,240$1.7M0.23%
45Vanguard Intermediate-Term Treasury Index Fund ETF92206C70629,704$1.7M0.23%
46iShares MSCI USA ESG Select ETF46428880214,380$1.6M0.21%
47SPDR Sector Utilities ETF81369Y88622,092$1.5M0.19%
48Alphabet Inc - AGOOG8,831$1.3M0.18%
49JPMorgan Chase & CoVYLD6,630$1.3M0.17%
50Vanguard Small-Cap Value ETF9229086116,507$1.2M0.16%
51Nvidia CorpNVDA1,278$1.2M0.15%
52Johnson & JohnsonJNJ7,248$1.1M0.15%
53SPDR Sector Real Estate ETF81369Y86027,771$1.1M0.14%
54CVS CorporationCVS13,290$1.1M0.14%
55Nuveen ESG Intl Dev Mkts Eq ETFNU33,115$1.0M0.14%
56Mastercard Inc Class AMA2,125$1.0M0.13%
57Bristol-Myers SquibbCELG-RI18,848$1.0M0.13%
58iShares MSCI EAFE Index ETF46428746512,647$1.0M0.13%
59Vanguard Small Cap Growth ETF9229085953,855$1.0M0.13%
60Vanguard REIT ETF92290855311,096$959,5150.13%
61iShares MSCI Intl Quality Factor ETF46434V45624,189$959,3220.13%
62Pepsico IncPEP5,437$951,5290.13%
63iShares ESG Aware MSCI EM ETF46434G86328,633$922,8290.12%
64Cisco SystemsCSCO18,206$908,6610.12%
65Lockheed Martin CorpLMT1,854$843,3290.11%
66AT&T IncT-PC43,593$767,2370.10%
67Starbucks CorporationSBUX8,393$767,0360.10%
68Wal-Mart Stores IncWMT12,747$766,9870.10%
69JP Morgan Equity Premium Income ETF46641Q33213,195$763,4710.10%
70Verizon CommunicationsVZ17,306$726,1600.10%
71Raytheon TechnologiesRTX6,890$671,9820.09%
72iShares ESG Aware Aggregate Bond ETF46435U54914,179$667,2570.09%
73Vanguard Dividend Appreciation Index ETF9219088443,632$663,2550.09%
74General Dynamics CorpGD2,193$619,5010.08%
75iShares Core S&P Small-Cap ETF4642878045,416$598,5970.08%
76Phillips 66PSX3,611$589,8210.08%
77Comcast Corp Class ACCZ13,531$586,5690.08%
78Abbott LabsABLZF4,619$524,9960.07%
79ConocophillipsCOP3,972$505,5560.07%
80Landmark BancsharesLARK25,477$491,1970.06%
81McDonald's CorpMCD1,701$479,5970.06%
82iShares 1-3 Year Treasury Bond ETF4642874575,840$477,5950.06%
83SPDR S&P 500 Index ETFSPY907$474,3690.06%
84FedEx CorporationFDX1,591$460,9760.06%
85Union PacificUNP1,866$458,9050.06%
86Gilead Sciences IncGILD6,252$457,9590.06%
87Alphabet Inc - CGOOG2,960$450,6900.06%
88Patterson Companies70339510315,400$425,8100.06%
89Coca Cola CompanyKO6,900$422,1420.06%
90iShares Core High Dividend ETF46429B6633,685$406,1240.05%
91Ark Innovation ETF00214Q1048,047$402,9670.05%
92Simon Property Group8288061092,453$383,8700.05%
93Exxon Mobil CorpXOM3,242$376,8500.05%
94Home Depot IncHD976$374,3940.05%
95iShares Russell Mid-Cap Index ETF4642874994,353$366,0400.05%
96Nuveen ESG Large Value ETFNU9,227$358,5670.05%
97Eli Lilly & CoLLY450$350,0820.05%
98AbbVie IncABBV1,917$349,0860.05%
99Nuveen ESG Mid-Cap ETFNU9,957$340,5320.04%
100Costco Wholesale22160K105464$339,9400.04%
101Kimberly-Clark CorpKMB2,574$332,9470.04%
102Public Storage IncPSA-PS1,133$328,6380.04%
103Evergy Inc CorpEVRG6,017$321,1870.04%
104Hawkins IncHWKN4,160$319,4880.04%
105Nuveen ESG Large Growth ETFNU4,042$308,3350.04%
106Merck & Co IncMRK2,318$305,8600.04%
107Intel CorpINTC6,894$304,5080.04%
108Blackrock IncBLK358$298,4650.04%
109iShares Russell 1000 Value ETF4642875981,611$288,5950.04%
110iShares S&P Short-Term Natl Muni ETF4642881582,744$287,3360.04%
111SPDR S&P MidCap 400 Index ETFMDY509$283,2080.04%
112Nuveen ESG Small-Cap ETFNU6,377$265,2190.03%
113Nuveen ESG Mid-Cap Growth ETFNU5,954$264,8230.03%
114iShares ESG Aware MSCI Small-Cap ETF46435U6636,572$264,6380.03%
115Service Corp International8175651043,566$264,6330.03%
116National Health Investors REIT63633D1043,969$249,3720.03%
117Intuitive Surgical IncISRG612$244,2430.03%
118American Tower REIT03027X1001,217$240,4670.03%
119iShares Russell 1000 Growth Index ETF464287614709$238,8120.03%
120Ishares Inc Core MSCI Emerging Mkts ETF46434G1034,372$225,5950.03%
121Vanguard Mid-Cap ETF922908629846$211,3820.03%
122Honeywell International4385161061,008$206,8920.03%
123Vanguard S&P 500 ETF922908363430$206,7010.03%
124Chubb LimitedCB788$204,1940.03%
125Meta Platforms IncMETA384$186,4630.02%
126Arthur J Gallagher & Co363576109737$184,2790.02%
127iShares MSCI Developed Mkt ETF46435G3262,737$183,7360.02%
128Unitedhealth Group IncUNH361$178,5870.02%
129United Parcel ServiceUPS1,199$178,2070.02%
130Prudential FinancialPUKPF1,400$164,3600.02%
131Xcel Energy IncXELLL2,882$154,9080.02%
132Chevron CorpCVX956$150,7990.02%
133Toronto Dominion BankTORO2,430$146,7230.02%
134Nextera Energy IncNEE-PW2,260$144,4370.02%
135Caterpillar IncCAT391$143,2740.02%
136Expedia IncEXPE1,021$140,6430.02%
137Wells Fargo & Co9497461012,337$135,4530.02%
138Goldman Sachs Grp IncGSCE322$134,4960.02%
139SPDR Dow Jones Industrial Avg ETF78467X109337$134,0450.02%
140iShares Core S&P Mid-Cap ETF4642875072,200$133,6280.02%
141ConagraCAG4,379$129,7940.02%
142Lamb Weston Hldgs Inc CommonLW1,145$121,9770.02%
143iShares Russell Midcap Growth Index ETF4642874811,018$116,1950.02%
144Invesco S&P Mid-Cap 400 Pure Growth ETFIVZ2,268$114,9880.02%
145PfizerPFE4,132$114,6630.02%
146Citigroup IncC-PR1,755$110,9860.01%
147GE Aerospace369604301603$105,8450.01%
148Procter & Gamble Co742718109649$105,3000.01%
149iShares MSCI EAFE Small-Cap ETF4642882731,660$105,1280.01%
150OGE Energy CorpOGE3,000$102,9000.01%
151Automatic Data ProcessingADP399$99,6460.01%
152Deere & CoDE240$98,5780.01%
1533M CompanyMMM858$91,0080.01%
154iShares Russell Mid Cap Value Index ETF464287473717$89,8620.01%
155KellanovaBEKE1,474$84,4450.01%
156Target CorporationTGT465$82,4030.01%
157IBM CorporationINTR431$82,3040.01%
158Oneok Inc NewOKE1,024$82,0940.01%
159Bank Of America0605051042,135$80,9590.01%
160iShares ESG Aware MSCI EAFE ETF46435G5161,003$80,1390.01%
161Welltower IncWELL850$79,4240.01%
162Medtronic PLCMDT908$79,1320.01%
163Southern Company IncSOMN1,093$78,4120.01%
164Vanguard Short-Term TIPS ETF9220208051,599$76,5680.01%
165Vanguard ESG US Stock ETF921910733809$75,3640.01%
166iShares iBonds 12-2025 ETF46434VBD13,031$75,1970.01%
167iShares iBonds 12-2026 ETF46435GAA03,144$74,9840.01%
168Discover Financial Services254709108562$73,6730.01%
169Archer-Daniels-MidlandADM1,141$71,6660.01%
170Illinois Tool Works Inc452308109261$70,0340.01%
171St Joe CoJOE1,200$69,5640.01%
172Vanguard Russell 1000 Growth ETF92206C680800$69,3360.01%
173iShares Global Green Bond ETF46435U4401,421$66,6490.01%
174Idacorp IncIDA700$65,0230.01%
175Motley Fool Mid-Cap Growth ETF74933W6272,393$64,8570.01%
176Realty Income CorpO1,197$64,7580.01%
177Vanguard Small-Cap ETF922908751275$62,8620.01%
178CSX CorpCSX1,629$60,3870.01%
179Cummins IncCMI186$54,8050.01%
180MPLX LPMPLXP1,235$51,3270.01%
181Adobe Systems IncADBE99$49,9550.01%
182iShares iBonds 12-2027 ETF46435UAA92,096$49,8850.01%
183iShares iBonds 12-2028 ETF46435U5152,002$49,8600.01%
184iShares iBonds 12-2031 ETF46436E4862,433$49,8420.01%
185iShares iBonds 12-2030 ETF46436E7262,326$49,7790.01%
186iShares iBonds 12-2029 ETF46436E2052,181$49,7710.01%
187FactSet Research Systems Inc303075105108$49,0740.01%
188Schlumberger LtdSLB888$48,6710.01%
189Raymond James Financial Inc754730109379$48,6710.01%
190Truist Financial Corp89832Q1091,233$48,0620.01%
191Vanguard FTSE All-World Ex US Small Cap ETF922042718400$46,7360.01%
192Entergy Corp NewENO435$45,9710.01%
193Clorox CompanyCLX300$45,9330.01%
194FS KKR Capital Corp COMMONFSK2,370$45,2010.01%
195Pinnacle West Capital CpPNW597$44,6140.01%
196Sanofi ADRSNYNF908$44,1290.01%
197Hp Inc CommonHPQ1,379$41,6730.01%
198Campbell Soup CompanyCPB922$40,9830.01%
199Veeva Systems IncVEEV175$40,5460.01%
200Fidelity National Information Services Inc31620M106537$39,8350.01%
201CBIZ IncCBZ500$39,2500.01%
202WR Berkley CorpWRB-PH438$38,7370.01%
203Harley Davidson IncHOG878$38,4040.01%
204Dover CorpDOV210$37,2100.00%
205Williams Companies969457100952$37,0990.00%
206Cintas Corp CommonCTAS53$36,4130.00%
207Commerce Bancshares IncCBSH668$35,5380.00%
208Olin CorpOLN602$35,3980.00%
209Biogen Idec IncBIIB163$35,1480.00%
210Vanguard Large-Cap Index ETF922908637146$35,0050.00%
211Aflac IncAFL400$34,3440.00%
212FT Cboe Vest Buffered Allocation Defensive ETF33740U7601,584$33,8180.00%
213Travelers Co IncTRV144$33,1400.00%
214Verisk Analytics IncVRSK140$33,0020.00%
215iShares Russell 2000 Growth Index ETF464287648119$32,2250.00%
216Dominion Resources IncD650$31,9740.00%
217Corning IncGLW966$31,8390.00%
218Dow Inc.DOW546$31,6300.00%
219Total SA ADRTTE442$30,4230.00%
220FS Global Credit Opportunities FundFSCO5,073$30,0830.00%
221Cencora IncCOR122$29,6450.00%
222Thermo Fisher CorpTMO50$29,0610.00%
223Wec Energy Group Inc CommonWEC338$27,7570.00%
224Blackstone Group Inc Cl ABX210$27,5880.00%
225iShares Select Dividend ETF464287168220$27,1000.00%
226GSL PLC IIGLAXF612$26,2360.00%
227Kinder Morgan IncEP-PC1,418$26,0060.00%
228Cincinnati Financial172062101200$24,8340.00%
229Corteva INC CORP COMMONCTVA427$24,6250.00%
230Halliburton CompanyHAL615$24,2430.00%
231Philip Morris Intl Inc718172109264$24,1880.00%
232Dupont De Nemours INC CORP COMMONDD312$23,9210.00%
233iShares iBonds 12-2024 ETF46434VBG4949$23,7720.00%
234Zoetis IncZTS140$23,6890.00%
235Invesco S&P 500 High Div Low Vol ETFIVZ530$23,5320.00%
236Eastman Chemical CoEMN234$23,4510.00%
237Air Products & Chemicals IncAIIR96$23,2580.00%
238L3harris Technologies INC CORP COMMONLHX109$23,2280.00%
239Tetra Tech INCTTEK125$23,0890.00%
240Shell PLC ADRRYDAF344$23,0620.00%
241iShares ESG Aware MSCI USA ETF46435G425195$22,3720.00%
242Skyworks Solutions IncSWKS200$21,6640.00%
243iShares S&P 100 Index ETF46428710187$21,5250.00%
244Packaging Corp Of America695156109107$20,3060.00%
245Ford Motor Company New3453708601,515$20,1190.00%
246Unilever PLC ADRUNLYF400$20,0760.00%
247Occidental Petroleum674599105308$20,0170.00%
248National Grid PLC ADRNMPWP291$19,8520.00%
249AGCO CorpAGCO161$19,8060.00%
250Vanguard Energy ETF92204A306150$19,7550.00%
251Bank of New York Mellon064058100341$19,6480.00%
252Vodafone Group Plc ADR92857W3082,195$19,5360.00%
253Novartis AG-ADRNVSEF200$19,3460.00%
254Vertex Pharmaceuticals IncVRTX45$18,8100.00%
255Colgate-PalmoliveCL207$18,6400.00%
256iShares Barclays TIPS Bond ETF464287176170$18,2600.00%
257Analog Devices IncADI92$18,1970.00%
258GE Healthcare Technologies IncGEHC200$18,1820.00%
259Salesforce.com IncCRM60$18,0710.00%
260Waste Management Inc94106L10981$17,2650.00%
261American Electrical Power Inc025537101200$17,2200.00%
262International Paper Co460146103437$17,0520.00%
263iShares Barclays 7-10 Yr Treas Bond ETF464287440180$17,0390.00%
264SPDR S&P Bank ETF78464A797356$16,7680.00%
265Lowes Companies Inc54866110765$16,5570.00%
266Nike Inc Cl BNKE165$15,5070.00%
267Emerson ElectricEMR136$15,4250.00%
268Vanguard S&P 500 Growth ETF92193250550$15,2360.00%
269Markel Group IncMKL10$15,2150.00%
270Best Buy Co IncBBY180$14,7650.00%
271Middleby CorpMIDD90$14,4710.00%
272Hormel Foods CorpHRL413$14,4100.00%
273BHP Billiton Limited ADRBHPLF249$14,3650.00%
274US Bancorp NewUSB-PS315$14,0810.00%
275Innovator US Equity Power Buffer ETF - SeptINHD382$13,9430.00%
276iShares Financial Services ETF464287770207$13,7240.00%
277Dick's Sporting Goods Inc25339310260$13,4920.00%
278Tesla Motors IncTSLA75$13,1840.00%
279Plains All American Pipeline LP726503105750$13,1700.00%
280One Gas Inc.OGS196$12,6480.00%
281Elanco Animal Health IncELAN749$12,1940.00%
282Woodward IncWWD75$11,5590.00%
283Strive US Energy ETF02072L722355$11,1150.00%
284Vanguard Tax-Exempt Bond ETF922907746219$11,0810.00%
285Cognizant Technology SolutionsCTSH150$10,9940.00%
286iShares S&P Global Energy Sector ETF464287341250$10,7380.00%
287Shake Shack INCSHAK100$10,4030.00%
288Amgen IncAMGN35$9,9510.00%
289Vanguard S&P 500 Value ETF92193270350$9,0240.00%
290iShares S&P MidCap 400 Growth ETF46428760696$8,7600.00%
291Southwest Airlines844741108300$8,7570.00%
292The Charles Schwab CorpSCHW-PJ108$7,8130.00%
293Alexander & Baldwin Inc014491104458$7,5430.00%
294Enbridge IncENNPF197$7,1270.00%
295iShares Biotechnology ETF46428755650$6,8610.00%
296Walt Disney Company25468710655$6,7300.00%
297Occidental Petroleum Corp Eqy Warrant Exp 8/3/27674599162154$6,6370.00%
298Carnival Corp New FCUKPF400$6,5360.00%
299iShares Russell 3000 ETF46428768922$6,5250.00%
300Norfolk Southern Corp65584410825$6,3720.00%
301iShares MSCI ACWI ex U.S. ETF464288240117$6,2650.00%
302WK Kellogg Co92942W107321$6,0350.00%
303ROBO Global Artificial Intelligence ETF301505731129$5,6890.00%
304First Trust Nasdaq Cybersecurity ETF33734X84692$5,1880.00%
305Pioneer Muni High Income Advantage CEF723762100632$5,1510.00%
306iShares iBonds Dec 2027 Term Treasury ETF46436E841226$4,9990.00%
307Becton Dickinson & CoBDX20$4,9490.00%
308Huntington Bancshares IncHBANP337$4,7010.00%
309ROBO Global ETF30150570780$4,6630.00%
310Nuveen Select Tax-Free Income Portfolio CEFNU255$3,6820.00%
311Spirit Aerosystems Holdings INC Hldgs A848574109100$3,6070.00%
312ROBO Global Healthcare Technology & Innovation ETF301505723126$3,5870.00%
313Alcon Ag CORP COMMONALC40$3,3320.00%
314Boise CascadeBCC20$3,0670.00%
315Blackrock Muni Yield Quality CEFBLK250$3,0630.00%
316iShares Russell 2000 Index ETF46428765514$2,9440.00%
317Tyson Foods Cl ATSN46$2,7020.00%
318Roku Inc Cl A CorpROKU40$2,6070.00%
319Proto Labs IncPRLB70$2,5030.00%
320iShares JPMorgan USD EM Bond ETF46428828125$2,2370.00%
321Nuveen ESG Emerging Markets Equity ETFNU81$2,2280.00%
322PayPal Holdings IncPYPL32$2,1440.00%
323Post Holdings IncPOST19$2,0190.00%
324Woodside Energy Group LTD ADRWOPEF89$1,7770.00%
325JPMorgan Ultra-Short Income ETF46641Q83725$1,2770.00%
326Viatris Inc CorpVTRS101$1,2060.00%
327Penn National Gaming INC CORP COMMONPENN58$1,0560.00%
328Electronic Arts IncEA5$6630.00%
329SPDR MSCI USA Gender Diversity ETF78468R7476$6430.00%
330iShares 0-5 Year TIPS Bond ETF46429B7476$6390.00%
331Riot Platforms INCRIOT50$6120.00%
332Westinghouse Air Brake Technologies Corp9297401084$5830.00%
333Zimmer Biomet Holdings IncZBH4$5280.00%
334T.Rowe Price GroupTROW4$4880.00%
335TCW Transform 500 ETF29287L1067$4530.00%
336Nikola CorporationNODK60$620.00%
337Embecta CorpEMBC4$530.00%