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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 Q2 2024 · Filed July 15, 2024 · Accession 0001632554-24-000007

Total Value
$774.5M
Positions
339
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (339)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares Core US Aggregate Bond Index ETF464287226865,451$84.0M10.85%
2Vanguard Growth Index ETF922908736190,386$71.2M9.19%
3Vanguard Value Index ETF922908744390,775$62.7M8.09%
4Vanguard Total Bond Index ETF921937835665,807$48.0M6.19%
5iShares Short Treasury Bond Index ETF464288679369,497$40.8M5.27%
6Vanguard Mid-Cap Value Index ETF922908512265,902$40.0M5.16%
7Schwab Fundamental Intl Large Co ETF8085247551,126,698$39.5M5.10%
8Vanguard FTSE Developed Markets ETF921943858743,224$36.7M4.74%
9iShares MSCI Emerging Markets Index ETF464287234805,565$34.3M4.43%
10Vanguard Mid-Cap Growth Index ETF922908538128,458$29.5M3.81%
11Vanguard FTSE Emerging Markets ETF922042858616,637$27.0M3.48%
12iShares National Muni Bond Index ETF464288414221,615$23.6M3.05%
13iShares IBOXX High Yield Corp Bond Index ETF464288513237,868$18.3M2.37%
14iShares Russell 1000 Index ETF46428762259,709$17.8M2.29%
15SPDR Sector Info Tech ETF81369Y80357,039$12.9M1.67%
16JP Morgan Ultra-Short Municipal Income ETF46641Q654252,601$12.8M1.66%
17iShares iBonds Dec 2026 Term Treasury ETF46436E858525,682$11.9M1.54%
18Vanguard Total Intl Bond Index ETF92203J407187,420$9.1M1.18%
19iShares iBonds Dec 2028 Term Treasury ETF46436E833412,001$9.0M1.16%
20Vanguard US Total Stock Market ETF92290876927,313$7.3M0.94%
21Blackrock High Yield Muni Bond ETFBLK292,849$6.6M0.86%
22iShares Core S&P 500 ETF46428720012,067$6.6M0.85%
23Invesco S&P 500 Equal Weight ETFIVZ34,048$5.6M0.72%
24SPDR Sector Financial ETF81369Y605126,942$5.2M0.67%
25SPDR Sector Consumer Discretion Sec ETF81369Y40726,493$4.8M0.62%
26SPDR Sector Health Care ETF81369Y20930,277$4.4M0.57%
27Berkshire Hathaway Class BBRK-A10,608$4.3M0.56%
28Apple IncAAPL18,608$3.9M0.51%
29SPDR Sector Industrials ETF81369Y70431,697$3.9M0.50%
30SPDR Sector Communication Srvc ETF81369Y85239,057$3.3M0.43%
31Vanguard High Dividend Yield ETF92194640627,001$3.2M0.41%
32Invesco QQQTrust (Nasdaq 100 Index) ETFIVZ6,386$3.1M0.39%
33Schwab US Dividend Equity ETF80852479738,732$3.0M0.39%
34MicrosoftMSFT6,143$2.7M0.35%
35SPDR Sector Consumer Staples Sector ETF81369Y30830,247$2.3M0.30%
36iShares MSCI USA Quality Factor ETF46432F33913,052$2.2M0.29%
37SPDR Sector Energy ETF81369Y50624,428$2.2M0.29%
38Invesco Ultra Short Duration ETFIVZ43,478$2.2M0.28%
39Jack Henry & Assoc42628110112,001$2.0M0.26%
40Amazon.com IncAMZN9,789$1.9M0.24%
41Janus Henderson Short Duration Income ETF47103U88637,843$1.8M0.24%
42SPDR Sector Basic Materials ETF81369Y10020,685$1.8M0.24%
43Vanguard Intermediate-Term Treasury Index Fund ETF92206C70629,854$1.7M0.22%
44Alphabet Inc - AGOOG9,065$1.7M0.21%
45JPMorgan Chase & CoVYLD7,894$1.6M0.21%
46iShares MSCI USA ESG Select ETF46428880213,795$1.6M0.20%
47Johnson & JohnsonJNJ10,606$1.6M0.20%
48SPDR Sector Utilities ETF81369Y88621,712$1.5M0.19%
49Visa Inc Class AV5,381$1.4M0.18%
50Vanguard Small-Cap Value ETF9229086116,477$1.2M0.15%
51Wal-Mart Stores IncWMT16,090$1.1M0.14%
52SPDR Sector Real Estate ETF81369Y86028,131$1.1M0.14%
53Pepsico IncPEP6,544$1.1M0.14%
54iShares MSCI EAFE Index ETF46428746512,647$990,6400.13%
55Nuveen ESG Intl Dev Mkts Eq ETFNU31,445$978,8660.13%
56Vanguard Small Cap Growth ETF9229085953,846$961,9430.12%
57Vanguard REIT ETF92290855311,090$928,8860.12%
58iShares ESG Aware MSCI EM ETF46434G86327,666$927,6550.12%
59iShares MSCI Intl Quality Factor ETF46434V45623,376$912,8280.12%
60Nvidia CorpNVDA7,371$910,6130.12%
61AT&T IncT-PC41,516$793,3710.10%
62Lockheed Martin CorpLMT1,649$770,2480.10%
63Vanguard Dividend Appreciation Index ETF9219088444,168$760,8840.10%
64Cisco SystemsCSCO15,943$757,4520.10%
65JP Morgan Equity Premium Income ETF46641Q33213,214$748,9830.10%
66McDonald's CorpMCD2,896$738,0170.10%
67Oracle Systems CorpORCL-PD5,221$737,2050.10%
68Mastercard Inc Class AMA1,670$736,7370.10%
69Comcast Corp Class ACCZ18,328$717,7240.09%
70Verizon CommunicationsVZ16,393$676,0470.09%
71Costco Wholesale22160K105775$658,7420.09%
72iShares ESG Aware Aggregate Bond ETF46435U54914,008$652,8990.08%
73Coca Cola CompanyKO9,865$627,9070.08%
74Kimberly-Clark CorpKMB4,454$615,5430.08%
75Bristol-Myers SquibbCELG-RI14,331$595,1660.08%
76Raytheon TechnologiesRTX5,834$585,6750.08%
77iShares Core S&P Small-Cap ETF4642878045,416$577,6910.07%
78Alphabet Inc - CGOOG3,043$558,1470.07%
79General Dynamics CorpGD1,914$555,3280.07%
80Vanguard Large-Cap Index ETF9229086372,214$552,6590.07%
81CVS CorporationCVS9,194$542,9980.07%
82Public Storage IncPSA-PS1,833$527,2620.07%
83Abbott LabsABLZF5,006$520,1730.07%
84Unitedhealth Group IncUNH974$496,0190.06%
85SPDR S&P 500 Index ETFSPY907$493,5490.06%
86Landmark BancsharesLARK25,303$485,8180.06%
87Gilead Sciences IncGILD7,060$484,3870.06%
88FedEx CorporationFDX1,613$483,6420.06%
89Starbucks CorporationSBUX6,200$482,6700.06%
90iShares 1-3 Year Treasury Bond ETF4642874575,840$476,8360.06%
91Simon Property Group8288061093,064$465,1150.06%
92General Mills Incorporated3703341047,296$461,5450.06%
93Expedia IncEXPE3,611$454,9500.06%
94Allstate CorpALL-PJ2,721$434,4350.06%
95Union PacificUNP1,866$422,2010.05%
96Eli Lilly & CoLLY447$404,7050.05%
97iShares Core High Dividend ETF46429B6633,685$400,5600.05%
98iShares Russell Mid-Cap Index ETF4642874994,854$393,5830.05%
99iShares Core MSCI EAFE ETF46432F8425,323$386,6630.05%
100Hawkins IncHWKN4,160$378,5600.05%
101Patterson Companies70339510315,400$371,4480.05%
102iShares 0-3 Month Treasury Bond ETF46436E7183,625$365,0910.05%
103Exxon Mobil CorpXOM3,148$362,3980.05%
104Ark Innovation ETF00214Q1047,939$348,9140.05%
105Nuveen ESG Large Value ETFNU8,899$336,3020.04%
106Home Depot IncHD976$335,9780.04%
107AbbVie IncABBV1,917$328,8040.04%
108Evergy Inc CorpEVRG6,017$318,7200.04%
109Nuveen ESG Large Growth ETFNU3,861$313,3930.04%
110Nuveen ESG Mid-Cap ETFNU9,464$312,5910.04%
111Merck & Co IncMRK2,318$286,9680.04%
112iShares S&P Short-Term Natl Muni ETF4642881582,744$286,8420.04%
113Blackrock IncBLK358$281,8610.04%
114iShares Russell 1000 Value ETF4642875981,582$276,0040.04%
115Intuitive Surgical IncISRG612$272,2480.04%
116National Health Investors REIT63633D1043,969$268,8200.03%
117iShares Russell 1000 Growth Index ETF464287614709$258,2680.03%
118Service Corp International8175651043,566$253,6500.03%
119Nuveen ESG Mid-Cap Growth ETFNU6,006$251,1270.03%
120iShares ESG Aware MSCI Small-Cap ETF46435U6636,303$242,6740.03%
121Nuveen ESG Small-Cap ETFNU6,155$242,1540.03%
122Ishares Inc Core MSCI Emerging Mkts ETF46434G1034,372$234,0330.03%
123SPDR S&P MidCap 400 Index ETFMDY411$219,9180.03%
124Honeywell International4385161061,008$215,2480.03%
125Vanguard Mid-Cap ETF922908629846$204,8170.03%
126Chubb LimitedCB788$201,0030.03%
127Arthur J Gallagher & Co363576109737$191,1110.02%
128iShares MSCI Developed Mkt ETF46435G3262,736$179,6150.02%
129Phillips 66PSX1,208$170,5330.02%
130United Parcel ServiceUPS1,199$164,0830.02%
131Prudential FinancialPUKPF1,400$164,0660.02%
132Vanguard S&P 500 ETF922908363320$160,0420.02%
133Nextera Energy IncNEE-PW2,260$160,0310.02%
134Xcel Energy IncXELLL2,882$153,9280.02%
135Goldman Sachs Grp IncGSCE322$145,6470.02%
136Meta Platforms IncMETA284$143,1980.02%
137SPDR Dow Jones Industrial Avg ETF78467X109337$131,8110.02%
138Chevron CorpCVX842$131,7060.02%
139Caterpillar IncCAT391$130,2420.02%
140iShares Core S&P Mid-Cap ETF4642875072,200$128,7440.02%
141Toronto Dominion BankTORO2,270$124,7590.02%
142Wells Fargo & Co9497461012,087$123,9470.02%
143Intel CorpINTC3,991$123,6010.02%
144iShares Russell Midcap Growth Index ETF4642874811,018$112,3360.01%
145Invesco S&P Mid-Cap 400 Pure Growth ETFIVZ2,268$110,5650.01%
146iShares Russell 2000 Index ETF464287655528$107,1260.01%
147OGE Energy CorpOGE3,000$107,1000.01%
148Procter & Gamble Co742718109649$107,0330.01%
149PfizerPFE3,787$105,9600.01%
150Citigroup IncC-PR1,637$103,8840.01%
151iShares MSCI EAFE Small-Cap ETF4642882731,660$102,3220.01%
152Lamb Weston Hldgs Inc CommonLW1,145$96,2720.01%
153GE Aerospace369604301603$95,8590.01%
154Automatic Data ProcessingADP399$95,2370.01%
155ConagraCAG3,270$92,9330.01%
156Deere & CoDE240$89,6710.01%
1573M CompanyMMM863$88,1900.01%
158iShares Russell Mid Cap Value Index ETF464287473717$86,5710.01%
159American Tower REIT03027X100444$86,3050.01%
160KellanovaBEKE1,474$85,0200.01%
161Bank Of America0605051042,135$84,9090.01%
162Southern Company IncSOMN1,093$84,7840.01%
163Commerce Bancshares IncCBSH1,515$84,5070.01%
164Oneok Inc NewOKE1,024$83,5070.01%
165iShares iBonds 12-2025 ETF46434VBD13,031$75,3490.01%
166iShares ESG Aware MSCI EAFE ETF46435G516956$75,3310.01%
167Vanguard ESG US Stock ETF921910733779$75,2380.01%
168Vanguard Russell 1000 Growth ETF92206C680800$75,0480.01%
169iShares iBonds 12-2026 ETF46435GAA03,144$74,8900.01%
170ConocophillipsCOP652$74,5760.01%
171IBM CorporationINTR431$74,5410.01%
172Medtronic PLCMDT907$71,3900.01%
173Archer-Daniels-MidlandADM1,159$70,0620.01%
174Target CorporationTGT465$68,8390.01%
175Discover Financial Services254709108509$66,5820.01%
176iShares Global Green Bond ETF46435U4401,421$66,1510.01%
177Vanguard Short-Term TIPS ETF9220208051,357$65,8440.01%
178St Joe CoJOE1,200$65,6400.01%
179Realty Income CorpO1,197$63,2260.01%
180Motley Fool Mid-Cap Growth ETF74933W6272,393$62,8640.01%
181Illinois Tool Works Inc452308109261$61,8470.01%
182Vanguard Small-Cap ETF922908751275$59,9610.01%
183Adobe Systems IncADBE99$54,9980.01%
184Tesla Motors IncTSLA275$54,4170.01%
185MPLX LPMPLXP1,235$52,5990.01%
186iShares iBonds 12-2027 ETF46435UAA92,096$49,7380.01%
187iShares iBonds 12-2028 ETF46435U5152,002$49,5900.01%
188iShares iBonds 12-2030 ETF46436E7262,326$49,4530.01%
189iShares iBonds 12-2029 ETF46436E2052,181$49,4440.01%
190iShares iBonds 12-2031 ETF46436E4862,433$49,3550.01%
191FS KKR Capital Corp COMMONFSK2,463$48,5950.01%
192Hp Inc CommonHPQ1,379$48,2930.01%
193Truist Financial Corp89832Q1091,233$47,9020.01%
194Raymond James Financial Inc754730109379$46,8480.01%
195Entergy Corp NewENO435$46,5450.01%
196Pinnacle West Capital CpPNW597$45,5990.01%
197FactSet Research Systems Inc303075105108$44,0930.01%
198Campbell Soup CompanyCPB922$41,6650.01%
199Clorox CompanyCLX300$40,9410.01%
200Fidelity National Information Services Inc31620M106537$40,4680.01%
201Williams Companies969457100952$40,4600.01%
202Dover CorpDOV210$37,8950.00%
203Biogen Idec IncBIIB163$37,7870.00%
204Corning IncGLW966$37,5290.00%
205Cintas Corp CommonCTAS53$37,1140.00%
206CBIZ IncCBZ500$37,0500.00%
207Grayscale Bitcoin UITGBTC689$36,6820.00%
208Schwab US Large-Cap Growth ETF808524300356$35,8990.00%
209Aflac IncAFL400$35,7240.00%
210FT Cboe Vest Buffered Allocation Defensive ETF33740U7601,584$34,5380.00%
211WR Berkley CorpWRB-PH438$34,4180.00%
212Energy Transfer LPET-PI2,000$32,4400.00%
213FS Global Credit Opportunities FundFSCO5,073$32,3150.00%
214Veeva Systems IncVEEV175$32,0270.00%
215iShares Russell 2000 Growth Index ETF464287648119$31,2410.00%
216Total SA ADRTTE442$29,4730.00%
217Harley Davidson IncHOG878$29,4480.00%
218Travelers Co IncTRV144$29,2810.00%
219Capital Group Growth ETF14020G101885$29,1080.00%
220Dow IncDOW546$28,9650.00%
221Olin CorpOLN602$28,3840.00%
222Thermo Fisher CorpTMO50$27,6500.00%
223Cencora IncCOR122$27,4870.00%
224Capital Group Dividend Value ETF14020W106824$27,1920.00%
225Capital Group Core Equity ETF14020V108840$27,0900.00%
226Philip Morris Intl Inc718172109264$26,7510.00%
227iShares Select Dividend ETF464287168220$26,6160.00%
228Wec Energy Group Inc CommonWEC338$26,5190.00%
229Blackstone Group Inc Cl ABX210$25,9980.00%
230GE Vernova LLCGEV150$25,7270.00%
231Tetra Tech INCTTEK125$25,5600.00%
232Dupont De Nemours INC CORP COMMONDD312$25,1130.00%
233Shell PLC ADRRYDAF344$24,8300.00%
234Air Products & Chemicals IncAIIR96$24,7730.00%
235L3Harris Technologies IncLHX109$24,4790.00%
236Zoetis IncZTS140$24,2700.00%
237iShares iBonds 12-2024 ETF46434VBG4949$23,8480.00%
238Cincinnati Financial172062101200$23,6200.00%
239GSL PLC IIGLAXF612$23,5620.00%
240Invesco S&P 500 High Div Low Vol ETFIVZ530$23,5480.00%
241iShares ESG Aware MSCI USA ETF46435G425195$23,2200.00%
242Corteva INC CORP COMMONCTVA427$23,0320.00%
243iShares S&P 100 Index ETF46428710187$22,9940.00%
244Unilever PLC ADRUNLYF400$21,9960.00%
245Novartis AG-ADRNVSEF200$21,2920.00%
246Eastman Chemical CoEMN217$21,2590.00%
247Vertex Pharmaceuticals IncVRTX45$21,0920.00%
248Analog Devices IncADI92$21,0000.00%
249Halliburton CompanyHAL615$20,7750.00%
250Bank of New York Mellon064058100341$20,4220.00%
251Colgate-PalmoliveCL207$20,0870.00%
252CSX CorpCSX588$19,6690.00%
253Vodafone Group Plc ADR92857W3082,195$19,4700.00%
254Occidental Petroleum674599105308$19,4130.00%
255Ford Motor Company New3453708601,515$18,9980.00%
256International Paper Co460146103440$18,9860.00%
257American Electrical Power Inc025537101200$17,5480.00%
258Waste Management Inc94106L10981$17,2810.00%
259iShares Barclays 7-10 Yr Treas Bond ETF464287440180$16,8570.00%
260SPDR S&P Bank ETF78464A797356$16,5150.00%
261Emerson ElectricEMR148$16,3040.00%
262Broadcom Inc CorpAVGO10$16,0550.00%
263iShares MSCI USA Momentum Factor ETF46432F39681$15,8060.00%
264AGCO CorpAGCO161$15,7590.00%
265Schlumberger LtdSLB333$15,7110.00%
266Salesforce.com IncCRM60$15,4260.00%
267ASML Hldg NVNYASMLF15$15,3410.00%
268Best Buy Co IncBBY180$15,1720.00%
269Micron Technology IncMU115$15,1260.00%
270Lowes Companies Inc54866110765$14,3300.00%
271Innovator US Equity Power Buffer ETF - SeptINHD382$14,3140.00%
272BHP Billiton Limited ADRBHPLF249$14,2150.00%
273iShares Financial Services ETF464287770207$13,4980.00%
274Plains All American Pipeline LP726503105750$13,3950.00%
275Woodward IncWWD75$13,0790.00%
276Dick's Sporting Goods Inc25339310260$12,8910.00%
277Hormel Foods CorpHRL413$12,5920.00%
278One Gas Inc.OGS196$12,5150.00%
279US Bancorp NewUSB-PS315$12,5060.00%
280Nike Inc Cl BNKE165$12,4360.00%
281Middleby CorpMIDD90$11,0350.00%
282Vanguard Tax-Exempt Bond ETF922907746219$10,9740.00%
283Amgen IncAMGN35$10,9360.00%
284Strive US Energy ETF02072L722355$10,6290.00%
285Shake Shack INCSHAK100$9,0000.00%
286Southwest Airlines844741108300$8,5830.00%
287iShares S&P MidCap 400 Growth ETF46428760696$8,4590.00%
288Alexander & Baldwin Inc014491104458$7,7680.00%
289Carnival Corp New FCUKPF400$7,4880.00%
290Dominion Resources IncD150$7,3500.00%
291Enbridge IncENNPF197$7,0110.00%
292iShares Biotechnology ETF46428755650$6,8630.00%
293Occidental Petroleum Corp Eqy Warrant Exp 8/3/27674599162154$6,3390.00%
294iShares MSCI ACWI ex U.S. ETF464288240117$6,2260.00%
295iShares Russell 3000 ETF46428768919$5,9080.00%
296Cummins IncCMI21$5,8160.00%
297ROBO Global Artificial Intelligence ETF301505731129$5,8080.00%
298Solventum CorporationSOLV104$5,5000.00%
299Walt Disney Company25468710655$5,4610.00%
300Birkenstock Holding PLCBIRK100$5,4410.00%
301Norfolk Southern Corp65584410825$5,3670.00%
302First Trust Nasdaq Cybersecurity ETF33734X84692$5,1910.00%
303Pioneer Muni High Income Advantage CEF723762100632$5,1890.00%
304WK Kellogg Co92942W107314$5,1680.00%
305iShares iBonds Dec 2027 Term Treasury ETF46436E841226$4,9800.00%
306Becton Dickinson & CoBDX20$4,6740.00%
307ROBO Global ETF30150570780$4,3810.00%
308GE Healthcare Technologies IncGEHC49$3,8180.00%
309Nuveen Select Tax-Free Income Portfolio CEFNU255$3,6950.00%
310Warner Bros Discovery IncWBD495$3,6830.00%
311Alcon Ag CORP COMMONALC40$3,5630.00%
312ROBO Global Healthcare Technology & Innovation ETF301505723126$3,4360.00%
313Spirit Aerosystems Holdings INC Hldgs A848574109100$3,2870.00%
314Blackrock Muni Yield Quality CEFBLK250$3,0700.00%
315Tyson Foods Cl ATSN46$2,6280.00%
316Roku Inc Cl A CorpROKU40$2,3970.00%
317Boise CascadeBCC20$2,3840.00%
318Nuveen ESG Emerging Markets Equity ETFNU81$2,3220.00%
319Coinbase Global INCCOIN10$2,2220.00%
320iShares JPMorgan USD EM Bond ETF46428828125$2,2070.00%
321Post Holdings IncPOST19$1,9790.00%
322PayPal Holdings IncPYPL32$1,8570.00%
323NioCorp Developments Ltd (NEW)6544846091,000$1,7300.00%
324Woodside Energy Group LTD ADRWOPEF89$1,6740.00%
325Packaging Corp Of America6951561099$1,6430.00%
326JPMorgan Ultra-Short Income ETF46641Q83725$1,2770.00%
327Penn National Gaming INC CORP COMMONPENN58$1,1230.00%
328Rivian Automotive INCRIVN65$8720.00%
329Electronic Arts IncEA5$6970.00%
330SPDR MSCI USA Gender Diversity ETF78468R7476$6600.00%
331iShares 0-5 Year TIPS Bond ETF46429B7476$6390.00%
332Westinghouse Air Brake Technologies Corp9297401084$6320.00%
333TCW Transform 500 ETF29287L1067$4700.00%
334T.Rowe Price GroupTROW4$4610.00%
335Riot Platforms INCRIOT50$4570.00%
336Viatris Inc CorpVTRS37$3930.00%
337Canopy Growth Corp - NEWCGC10$650.00%
338Embecta CorpEMBC4$500.00%
339Kinder Morgan IncEP-PC1$200.00%