Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

TruNorth Capital Management, LLC

Quarter ended Q2 2024 · Filed June 17, 2024 · Accession 0001639695-24-000002

Total Value
$290.1M
Positions
268
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (268)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085241021,292,052$78.9M27.19%
2SCHWAB STRATEGIC TR808524862566,532$27.3M9.41%
3SCHWAB STRATEGIC TR808524805693,776$27.1M9.33%
4SCHWAB STRATEGIC TR808524839580,878$26.7M9.21%
5ISHARES TR464287150136,506$15.7M5.42%
6SCHWAB STRATEGIC TR808524607299,361$14.7M5.08%
7SCHWAB STRATEGIC TR808524771178,961$12.1M4.16%
8STRYKER CORPORATIONSYK21,035$7.5M2.59%
9DIMENSIONAL ETF TRUST25434V724164,613$6.7M2.32%
10SCHWAB STRATEGIC TR808524706263,792$6.7M2.30%
11COLUMBIA ETF TR I19761L508273,135$4.9M1.67%
12ISHARES TR46432F84263,128$4.7M1.61%
13SPDR SER TR78468R73992,095$4.4M1.51%
14DIMENSIONAL ETF TRUST25434V50059,075$3.7M1.27%
15SPDR SER TR78468R72175,365$3.5M1.21%
16DIMENSIONAL ETF TRUST25434V80786,685$3.2M1.10%
17NORTHERN LTS FD TR IVNTRSO64,889$2.5M0.87%
18DIMENSIONAL ETF TRUST25434V60945,769$2.5M0.86%
19ISHARES TR46429B66320,479$2.3M0.78%
20ISHARES TR46428780417,655$2.0M0.67%
21APPLE INCAAPL10,004$1.7M0.59%
22VANGUARD BD INDEX FDS92193782722,080$1.7M0.58%
23ISHARES TR46428722616,816$1.6M0.57%
24SPDR S&P 500 ETF TRSPY2,958$1.5M0.53%
25ISHARES TR46428841411,705$1.3M0.43%
26VANGUARD CHARLOTTE FDS92203J40725,567$1.3M0.43%
27SCHWAB STRATEGIC TR80852479714,752$1.2M0.41%
28MICROSOFT CORPMSFT2,651$1.1M0.38%
29DIMENSIONAL ETF TRUST25434V88041,781$1.1M0.37%
30ISHARES TR4642881589,996$1.0M0.36%
31DIMENSIONAL ETF TRUST25434V70830,954$988,9800.34%
32SPROTT PHYSICAL GOLD TRSII53,499$925,5330.32%
33NORTHERN LTS FD TR IVNTRSO28,386$852,1480.29%
34SPDR SER TR78468R78819,997$814,0780.28%
35ISHARES TR4642872001,249$656,7210.23%
36ISHARES INC46434G10312,293$634,3190.22%
37DIMENSIONAL ETF TRUST25434V40110,190$580,6350.20%
38VANGUARD INDEX FDS9229087692,192$569,7630.20%
39ISHARES TR4642888024,935$538,7020.19%
40ISHARES TR4642885136,356$494,0520.17%
41VANGUARD INDEX FDS9229087442,737$445,7480.15%
42SCHWAB STRATEGIC TR8085244095,356$406,9490.14%
43VANGUARD INDEX FDS9229087511,692$386,7520.13%
44ALPHABET INCGOOG2,444$368,8730.13%
45NORTHERN LTS FD TR IVNTRSO10,177$366,4740.13%
46AMAZON COM INCAMZN1,907$343,9850.12%
47ISHARES TR4642885703,349$337,5780.12%
48VANGUARD WORLD FD92204A702631$330,9280.11%
49VANGUARD ADMIRAL FDS INC9219327783,288$290,7250.10%
50ELI LILLY & COLLY340$264,5060.09%
51VANGUARD INDEX FDS9229086111,323$253,7920.09%
52VANGUARD SCOTTSDALE FDS92206C8703,151$253,6870.09%
53ABBVIE INCABBV1,386$252,3910.09%
54ISHARES TR46434V4641,300$233,3890.08%
55VANGUARD INDEX FDS9229085121,472$229,5000.08%
56INTERNATIONAL BUSINESS MACHSINTR1,159$221,3970.08%
57ISHARES TR464287614645$217,3970.07%
58ORACLE CORPORCL-PD1,693$212,6580.07%
59INVESCO QQQ TRIVZ461$204,6890.07%
60ISHARES TR4642875981,142$204,5440.07%
61APPLIED MATLS INC038222105962$198,3930.07%
62GSK PLCGLAXF4,357$186,7850.06%
63SCHWAB STRATEGIC TR8085247892,811$186,2570.06%
64AMERICAN CENTY ETF TR0250728022,810$185,0670.06%
65TEXAS PACIFIC LAND CORPORATITPL318$183,9660.06%
66VANGUARD MUN BD FDS9229077463,461$175,1270.06%
67VANGUARD TAX-MANAGED FDS9219438583,294$165,2600.06%
68INVESCO EXCHANGE TRADED FD TIVZ967$163,7810.06%
69ISHARES TR4642875072,620$159,1140.05%
70PARKER-HANNIFIN CORPPH271$150,6190.05%
71COSTCO WHSL CORP NEW22160K105184$134,8040.05%
72VANGUARD SPECIALIZED FUNDS921908844721$131,7500.05%
73VANGUARD INTL EQUITY INDEX F9220427421,162$128,4010.04%
74DISNEY WALT CO2546871061,011$123,7060.04%
75FIRST TR EXCHANGE-TRADED FD33738R5062,108$118,4060.04%
76META PLATFORMS INCMETA234$113,6260.04%
77CENTRAL SECS CORP1551231022,589$108,1430.04%
78JOHNSON & JOHNSONJNJ649$102,6650.04%
79VANGUARD INDEX FDS922908363203$97,5820.03%
80CHEVRON CORP NEWCVX613$96,6950.03%
81ALPHABET INCGOOG612$93,1830.03%
82WISDOMTREE TRWT1,072$92,9000.03%
83VERTIV HOLDINGS COVRT1,001$81,7370.03%
84VANGUARD INTL EQUITY INDEX F9220427751,297$76,0690.03%
85PFIZER INCPFE2,726$75,6470.03%
86DEERE & CODE183$75,1650.03%
87INTEL CORPINTC1,700$75,0890.03%
88ISHARES TR464287101294$72,7650.03%
89TWILIO INCTWLO1,138$69,5890.02%
90HUNTINGTON BANCSHARES INCHBANP4,959$69,1780.02%
91VANGUARD INTL EQUITY INDEX F922042718558$65,1970.02%
92AMERICAN CENTY ETF TR0250723641,202$65,0040.02%
93JPMORGAN CHASE & COVYLD321$64,2960.02%
94VANGUARD WORLD FD92204A405619$63,3790.02%
95COLGATE PALMOLIVE COCL700$63,0350.02%
96ISHARES TR464287523269$60,7720.02%
97SPDR SER TR78464A763462$60,6330.02%
98ISHARES TR464287440630$59,6360.02%
99SELECT SECTOR SPDR TR81369Y6051,361$57,3250.02%
100NASDAQ INCNDAQ900$56,7900.02%
101MERCADOLIBRE INCMELI37$55,9430.02%
102CME GROUP INCCME250$53,8230.02%
103NEXTERA ENERGY INCNEE-PW800$51,1280.02%
104AMERICAN CENTY ETF TR025072877537$50,3220.02%
105MARRIOTT INTL INC NEW571903202197$49,7050.02%
106AMERICAN CENTY ETF TR025072604800$46,3680.02%
107RIVIAN AUTOMOTIVE INCRIVN4,220$46,2090.02%
108CLOROX CO DELCLX298$45,6270.02%
109HALEON PLCHLNCF5,362$45,5230.02%
110TRONOX HOLDINGS PLCTROX2,500$43,3750.01%
111CISCO SYS INCCSCO800$39,9280.01%
112COMCAST CORP NEWCCZ908$39,3620.01%
113ISHARES TR464287879383$39,3500.01%
114FORD MTR CO DEL3453708602,942$39,0700.01%
115ISHARES TR464288869308$37,3680.01%
116ISHARES TR46435U5561,055$36,2390.01%
117VANGUARD INDEX FDS922908736104$35,7970.01%
118BROOKFIELD RENEWABLE PARTNERG162581081,513$35,1470.01%
119CROWN HLDGS INCCCK438$34,7160.01%
120NVIDIA CORPORATIONNVDA38$34,3350.01%
121ISHARES TR464287630216$34,3030.01%
122HOME DEPOT INCHD89$33,9750.01%
1233M COMMM320$33,9420.01%
124DTE ENERGY CODTK300$33,6420.01%
125SELECT SECTOR SPDR TR81369Y308419$31,9950.01%
126BRISTOL-MYERS SQUIBB COCELG-RI582$31,5620.01%
127SCHWAB STRATEGIC TR808524763553$31,5380.01%
128SPDR SER TR78468R1011,055$30,5110.01%
129SPDR SER TR78464A6641,084$30,2870.01%
130PROCTER AND GAMBLE CO742718109186$30,1790.01%
131DIMENSIONAL ETF TRUST25434V7731,184$29,6710.01%
132THERMO FISHER SCIENTIFIC INCTMO51$29,6420.01%
133ISHARES TR464287655140$29,4420.01%
134SPDR S&P MIDCAP 400 ETF TRMDY50$27,8200.01%
135SCHWAB STRATEGIC TR808524755769$27,3840.01%
136SCHWAB STRATEGIC TR808524201441$27,3680.01%
137WEC ENERGY GROUP INCWEC325$26,6890.01%
138AIR PRODS & CHEMS INCAIIR110$26,6500.01%
139ISHARES TR464287887200$26,1460.01%
140MCDONALDS CORPMCD92$25,9390.01%
141KIMBERLY-CLARK CORPKMB195$25,2230.01%
142INVESCO EXCH TRADED FD TR IIIVZ367$24,1740.01%
143ASML HOLDING N VASMLF24$23,2910.01%
144VANGUARD INDEX FDS922908553255$22,0520.01%
145INVESCO EXCHANGE TRADED FD TIVZ570$21,9280.01%
146TESLA INCTSLA120$21,0950.01%
147ADVANCED MICRO DEVICES INCAMD114$20,5760.01%
148ALPS ETF TR00162Q387410$20,2710.01%
149PROSHARES TR74347X831329$20,2250.01%
150VANGUARD BD INDEX FDS921937835261$18,9510.01%
151CONSOL ENERGY INC NEW20854L108224$18,7620.01%
152SCHWAB STRATEGIC TR808524748525$18,6220.01%
153INVESCO EXCH TRADED FD TR IIIVZ952$18,5260.01%
154SUN LIFE FINANCIAL INC.SUNFF330$18,0110.01%
155NIKE INCNKE185$17,3860.01%
156VANGUARD SCOTTSDALE FDS92206C409224$17,2980.01%
157NETFLIX INCNFLX28$17,0050.01%
158TAIWAN SEMICONDUCTOR MFG LTD874039100120$16,3260.01%
159AVALONBAY CMNTYS INCAWX87$16,1440.01%
160UNITEDHEALTH GROUP INCUNH32$15,8300.01%
161DIMENSIONAL ETF TRUST25434V781580$15,7700.01%
162SALESFORCE INCCRM52$15,6610.01%
163UNITED STS OIL FD LPUNTCW192$15,1160.01%
164CATERPILLAR INCCAT39$14,2910.00%
165ENERPLUS CORP292766102725$14,2540.00%
166GOLDMAN SACHS GROUP INCGSCE33$13,7840.00%
167TOYOTA MOTOR CORPTOYOF53$13,3390.00%
168BROADCOM INCAVGO10$13,2540.00%
169EXXON MOBIL CORPXOM109$12,6700.00%
170VISA INCV42$11,7210.00%
171VANGUARD WHITEHALL FDS92194640693$11,2520.00%
172UNION PAC CORPUNP45$11,0670.00%
173WALMART INCWMT180$10,8310.00%
174ISHARES TR464287325112$10,4330.00%
175INTUITINTU16$10,4000.00%
176MORGAN STANLEYMS-PQ110$10,3580.00%
177ISHARES TR46428872973$10,1970.00%
178CITIGROUP INCC-PR154$9,7390.00%
179MASTERCARD INCORPORATEDMA20$9,6310.00%
180ADOBE INCADBE19$9,5870.00%
181BROOKFIELD RENEWABLE CORPBEPC378$9,2870.00%
182DT MIDSTREAM INCDTM150$9,1650.00%
183DIMENSIONAL ETF TRUST25434V302368$9,0970.00%
184BHP GROUP LTDBHPLF152$8,7690.00%
185TEXAS INSTRS INC88250810450$8,7110.00%
186ING GROEP N.V.INGVF503$8,2940.00%
187PEPSICO INCPEP47$8,2250.00%
188SCHWAB CHARLES CORPSCHW-PJ113$8,1740.00%
189CMS ENERGY CORPCMS-PC134$8,0860.00%
190UNILEVER PLCUNLYF159$7,9800.00%
191SHELL PLCRYDAF113$7,5760.00%
192MERCK & CO INCMRK56$7,3890.00%
193SPDR SER TR78464A30085$7,0520.00%
194MONDELEZ INTL INC609207105100$7,0000.00%
195ISHARES TR464288737113$6,8960.00%
196TOTALENERGIES SETTE100$6,8830.00%
197INTUITIVE SURGICAL INCISRG17$6,7850.00%
198RIO TINTO PLCRTNTF106$6,7560.00%
199CONOCOPHILLIPSCOP49$6,2370.00%
200ISHARES TR464287341145$6,2280.00%
201KANDI TECHNOLOGIES GROUP INCKNDI2,923$6,1970.00%
202BOEING COBA-PA32$6,1760.00%
203INVESCO EXCH TRADED FD TR IIIVZ114$6,1170.00%
204LAM RESEARCH CORPLRCX6$5,8290.00%
205STARBUCKS CORPSBUX63$5,7580.00%
206VANGUARD INDEX FDS92290863724$5,7540.00%
207SONY GROUP CORPSNEJF67$5,7450.00%
208ABBOTT LABSABLZF50$5,6830.00%
209US BANCORP DELUSB-PS127$5,6770.00%
210VANECK ETF TRUST92189F67625$5,6250.00%
211WALGREENS BOOTS ALLIANCE INC931427108259$5,6180.00%
212VANGUARD STAR FDS92190976892$5,5700.00%
213JOHNSON CTLS INTL PLCG5150210581$5,2910.00%
214BANK AMERICA CORP060505104135$5,1190.00%
215SCHLUMBERGER LTDSLB90$4,9330.00%
216RTX CORPORATIONRTX49$4,7790.00%
217LAS VEGAS SANDS CORPLVS91$4,7050.00%
218VANGUARD INDEX FDS92290853819$4,4800.00%
219CANNAE HLDGS INCCNNE201$4,4700.00%
220VANGUARD INDEX FDS92290859516$4,1720.00%
221BLACKROCK INCBLK5$4,1690.00%
222HP INCHPQ136$4,1100.00%
223CARRIER GLOBAL CORPORATIONCARR70$4,0690.00%
224ILLINOIS TOOL WKS INC45230810915$4,0250.00%
225TYSON FOODS INCTSN68$3,9940.00%
226INGERSOLL RAND INCIR42$3,9880.00%
227BOOKING HOLDINGS INCBKNG1$3,6280.00%
228CUMMINS INCCMI12$3,5360.00%
229BP PLCBPPFF92$3,4670.00%
230GENERAL MTRS CO37045V10075$3,4010.00%
231CAPRI HOLDINGS LIMITEDCPRI75$3,3980.00%
232BLACKROCK SCIENCE & TECHNOLOBLK90$3,3200.00%
233CAPITAL ONE FINL CORP14040H10522$3,2760.00%
234ANHEUSER BUSCH INBEV SA/NVBUDFF52$3,1610.00%
235EDWARDS LIFESCIENCES CORPEW33$3,1530.00%
236ISHARES TR464289180135$3,0700.00%
237ASTRAZENECA PLCAZN44$2,9810.00%
238SCHWAB STRATEGIC TR80852430031$2,8740.00%
239BOSTON SCIENTIFIC CORPBSX41$2,8080.00%
240LINCOLN NATL CORP IND53418710983$2,6500.00%
241EXPEDIA GROUP INCEXPE19$2,6170.00%
242PALO ALTO NETWORKS INCPANW9$2,5570.00%
243HEWLETT PACKARD ENTERPRISE CHPE-PC136$2,4110.00%
244NOVARTIS AGNVSEF24$2,3220.00%
245DANAHER CORPORATION2358511029$2,2470.00%
246CROWN CASTLE INCCCI20$2,1170.00%
247WYNN RESORTS LTDWYNN18$1,8400.00%
248FORTINET INCFTNT25$1,7080.00%
249DUPONT DE NEMOURS INCDD21$1,6100.00%
250DOW INCDOW21$1,2170.00%
251AMERICAN TOWER CORP NEW03027X1006$1,1860.00%
252VIATRIS INCVTRS90$1,0750.00%
253VANGUARD WORLD FD9219108408$9560.00%
254KYNDRYL HLDGS INCKD42$9140.00%
255LIFEVANTAGE CORPLFVN143$8650.00%
256CANOPY GROWTH CORPCGC100$8630.00%
257VANGUARD WORLD FD9219108163$8600.00%
258PENN ENTERTAINMENT INCPENN41$7470.00%
259ZOMEDICA CORPZOMDF3,500$5110.00%
260MODERNA INCMRNA4$4260.00%
261WARNER BROS DISCOVERY INCWBD37$3230.00%
262METLIFE INCMET-PF3$2220.00%
263AMERICAN STRATEGIC INVEST CONYC32$2030.00%
264HASBRO INCHAS3$1700.00%
265ENVIVA INC29415B103310$1360.00%
266CURIS INCCRIS1$110.00%
267SKILLZ INCSKLZ1$60.00%
268BERKSHIRE HATHAWAY INC DELBRK-A145$00.00%