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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

BFSG, LLC

Quarter ended Q4 2023 · Filed October 20, 2023 · Accession 0001706836-23-000010

Total Value
$616,173
Positions
247
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (247)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT70,414$22,2333.61%
2SPDR S&P 500 ETF TRSPY41,728$17,8382.89%
3APPLE INCAAPL100,707$17,2422.80%
4VANGUARD INDEX FDS92290876980,346$17,0662.77%
5VANGUARD WORLD FDS92204A30692,799$11,7611.91%
6CHURCH & DWIGHT CO INCCHD123,193$11,2881.83%
7VANGUARD BD INDEX FDS921937827143,066$10,7541.75%
8DIMENSIONAL ETF TRUST25434V732460,852$10,7421.74%
9ISHARES GOLD TRIAU305,861$10,7021.74%
10CSX CORPCSX341,430$10,4991.70%
11FRANCO NEV CORPFNV72,263$9,6461.57%
12EXXON MOBIL CORPXOM78,254$9,2011.49%
13NVIDIA CORPORATIONNVDA20,062$8,7271.42%
14TOTALENERGIES SETTE129,043$8,4861.38%
15KBR INCKBR135,701$7,9981.30%
16ABRDN GOLD ETF TRUST00326A104429,934$7,6061.23%
17ARCHER DANIELS MIDLAND COADM99,588$7,5111.22%
18COSTCO WHSL CORP NEW22160K10513,047$7,3711.20%
19WEYERHAEUSER CO MTN BEWY227,366$6,9711.13%
20ISHARES TR46428720016,232$6,9711.13%
21BECTON DICKINSON & COBDX25,977$6,7161.09%
22SCHWAB STRATEGIC TR808524870131,298$6,6291.08%
23NORFOLK SOUTHN CORP65584410833,072$6,5131.06%
24VANGUARD INTL EQUITY INDEX F922042858165,488$6,4891.05%
25COLGATE PALMOLIVE COCL88,101$6,2651.02%
26SELECT SECTOR SPDR TR81369Y80335,654$5,8450.95%
27TJX COS INC NEW87254010965,048$5,7810.94%
28POTLATCHDELTIC CORPORATION737630103125,032$5,6750.92%
29PFIZER INCPFE168,804$5,5990.91%
30ALPHABET INCGOOG41,931$5,5290.90%
31NEXTERA ENERGY INCNEE-PW93,996$5,3850.87%
32ACCENTURE PLC IRELANDACN17,017$5,2260.85%
33VANGUARD BD INDEX FDS92193783574,191$5,1770.84%
34HOME DEPOT INCHD16,925$5,1140.83%
35GENERAL DYNAMICS CORPGD23,025$5,0880.83%
36LINDE PLCLIN13,283$4,9460.80%
37VANGUARD WHITEHALL FDS92194681068,701$4,9000.80%
38GALLAGHER ARTHUR J & CO36357610920,829$4,7480.77%
39KEURIG DR PEPPER INCKDP147,836$4,6670.76%
40ELBIT SYS LTDESLT23,379$4,6290.75%
41AT&T INCT-PC304,074$4,5670.74%
42AMPHENOL CORP NEW03209510153,960$4,5320.74%
43AMAZON COM INCAMZN35,614$4,5270.73%
44CISCO SYS INCCSCO84,216$4,5270.73%
45J P MORGAN EXCHANGE TRADED F46641Q83789,858$4,5090.73%
46JPMORGAN CHASE & COVYLD31,034$4,5010.73%
47MASTERCARD INCORPORATEDMA11,230$4,4460.72%
48CHEVRON CORP NEWCVX26,121$4,4050.71%
49AMERICAN CENTY ETF TR02507287756,015$4,3660.71%
50PROCTER AND GAMBLE CO74271810929,530$4,3070.70%
51NOVO-NORDISK A SNONOF46,718$4,2490.69%
52WESTERN AST INFL LKD OPP & I95766R104510,523$4,2020.68%
53ISHARES TR46428787946,876$4,1820.68%
54JOHNSON & JOHNSONJNJ26,069$4,0600.66%
55SELECT SECTOR SPDR TR81369Y20931,354$4,0370.66%
56DOW INCDOW78,090$4,0260.65%
57WALMART INCWMT24,904$3,9830.65%
58ABBVIE INCABBV26,158$3,8990.63%
59VANGUARD CHARLOTTE FDS92203J40781,236$3,8850.63%
60UNITEDHEALTH GROUP INCUNH7,510$3,7870.61%
61AMGEN INCAMGN14,054$3,7770.61%
62VERIZON COMMUNICATIONS INCVZ116,278$3,7690.61%
63VANGUARD STAR FDS92190976870,388$3,7670.61%
64FULLER H B COFUL51,378$3,5250.57%
65STRYKER CORPORATIONSYK12,736$3,4800.56%
66FASTENAL COFAST63,391$3,4640.56%
67VANGUARD INDEX FDS9229083638,674$3,4060.55%
68RTX CORPORATIONRTX46,793$3,3680.55%
69SCHWAB STRATEGIC TR80852483975,798$3,3530.54%
70ROYAL BK CDA78008710237,091$3,2430.53%
71MERCK & CO INCMRK31,038$3,1950.52%
72WISDOMTREE TRWT81,470$3,1560.51%
73FLEXSHARES TRFLEX136,095$3,1220.51%
74AMERICAN EXPRESS COAXP20,823$3,1070.50%
75VULCAN MATLS CO92916010914,902$3,0110.49%
76MCDONALDS CORPMCD11,219$2,9560.48%
77MOOG INCMOG-B25,347$2,8630.46%
78MUELLER WTR PRODS INC624758108224,348$2,8450.46%
79ADOBE INCADBE5,559$2,8350.46%
80WASTE MGMT INC DEL94106L10918,221$2,7780.45%
81SELECT SECTOR SPDR TR81369Y40717,127$2,7570.45%
82PEPSICO INCPEP15,431$2,6150.42%
83WARNER BROS DISCOVERY INCWBD236,480$2,5680.42%
84TESLA INCTSLA10,210$2,5550.41%
85J P MORGAN EXCHANGE TRADED F46641Q65450,475$2,5460.41%
86UNITED PARCEL SERVICE INCUPS15,441$2,4070.39%
87MP MATERIALS CORPMP124,008$2,3690.38%
88AGCO CORPAGCO19,782$2,3400.38%
89AIR PRODS & CHEMS INCAIIR8,071$2,2870.37%
90SELECT SECTOR SPDR TR81369Y70422,504$2,2810.37%
91SELECT SECTOR SPDR TR81369Y30831,978$2,2000.36%
92ISHARES TR46435U21828,243$2,1300.35%
93RAYONIER INCRYN74,819$2,1290.35%
94SELECT SECTOR SPDR TR81369Y60563,474$2,1050.34%
95THERMO FISHER SCIENTIFIC INCTMO4,126$2,0880.34%
96ISHARES SILVER TRSLV101,740$2,0690.34%
97PAN AMERN SILVER CORP697900108141,401$2,0470.33%
98NIKE INCNKE19,598$1,8740.30%
99LOCKHEED MARTIN CORPLMT4,575$1,8710.30%
100BCE INCBCPPF48,593$1,8560.30%
101ALPHABET INCGOOG14,095$1,8450.30%
102VANGUARD INDEX FDS92290865212,765$1,8300.30%
103ROPER TECHNOLOGIES INCROP3,716$1,8000.29%
104NUTRIEN LTDNTR29,028$1,7930.29%
105VANGUARD SCOTTSDALE FDS92206C57322,808$1,6520.27%
106ULTA BEAUTY INCULTA4,091$1,6340.27%
107VANGUARD WORLD FD92191072532,152$1,6220.26%
108SCHWAB STRATEGIC TR80852430022,250$1,6180.26%
109RIO TINTO PLCRTNTF25,220$1,6050.26%
110SELECT SECTOR SPDR TR81369Y85223,921$1,5690.25%
111CENTRAL GARDEN & PET COCENTA33,759$1,4900.24%
112ILLINOIS TOOL WKS INC4523081096,232$1,4350.23%
113SELECT SECTOR SPDR TR81369Y50615,865$1,4340.23%
114CYBERARK SOFTWARE LTDM2682V1088,583$1,4060.23%
115HOLOGIC INCHOLX19,516$1,3540.22%
116SCHWAB STRATEGIC TR80852450819,665$1,3310.22%
117ISHARES TR46435G67227,163$1,3250.22%
118ATMOS ENERGY CORPATO11,110$1,1770.19%
119BHP GROUP LTDBHPLF20,305$1,1550.19%
120LKQ CORPLKQ23,197$1,1480.19%
121KNIGHT-SWIFT TRANSN HLDGS IN49904910422,876$1,1470.19%
122BANK AMERICA CORP06050510439,780$1,0890.18%
123TAIWAN SEMICONDUCTOR MFG LTD87403910012,238$1,0630.17%
124DUPONT DE NEMOURS INCDD27,776$1,0360.17%
125PAGSEGURO DIGITAL LTDPAGS117,324$1,0100.16%
126CAMECO CORPCCJ25,310$1,0030.16%
127VANGUARD SPECIALIZED FUNDS9219088446,422$9980.16%
128VANGUARD SCOTTSDALE FDS92206C40913,226$9940.16%
129SELECT SECTOR SPDR TR81369Y10012,618$9910.16%
130ARES MANAGEMENT CORPORATIONARES-PB9,567$9840.16%
131WEATHERFORD INTL PLCG4883311810,775$9730.16%
132BP PLCBPPFF25,035$9690.16%
133UNITED RENTALS INCURI2,176$9670.16%
134CONAGRA BRANDS INCCAG35,153$9640.16%
135ISHARES TR4642886798,703$9610.16%
136DUKE ENERGY CORP NEWDUKB10,861$9590.16%
137LAUDER ESTEE COS INC5184391046,582$9510.15%
138CHARTER COMMUNICATIONS INC N16119P1082,149$9450.15%
139TEXTRON INCTXT11,529$9010.15%
140FAIR ISAAC CORPFICO1,038$9010.15%
141INTUITINTU1,763$9010.15%
142NUVEEN MUN VALUE FD INCNU108,202$8940.15%
143SALESFORCE INCCRM4,312$8740.14%
144PARAMOUNT GLOBAL92556H20667,699$8730.14%
145SCHWAB STRATEGIC TR80852420116,360$8280.13%
146EDISON INTL28102010712,987$8220.13%
147REVVITY INCRVTY7,419$8210.13%
148SCHWAB STRATEGIC TR80852440912,424$8010.13%
149WP CAREY INC92936U10914,589$7890.13%
150REPUBLIC SVCS INC7607591005,503$7840.13%
151SELECT SECTOR SPDR TR81369Y88612,403$7310.12%
152VANGUARD WHITEHALL FDS9219464067,048$7280.12%
153SCHWAB STRATEGIC TR80852480521,335$7250.12%
154UNION PAC CORPUNP3,445$7020.11%
155HONEYWELL INTL INC4385161063,761$6950.11%
156ISHARES TR4642874578,407$6810.11%
157REALTY INCOME CORPO12,594$6290.10%
158META PLATFORMS INCMETA2,067$6210.10%
159INVESCO EXCHANGE TRADED FD TIVZ4,348$6160.10%
160ISHARES TR4642886615,377$6080.10%
161TRANSDIGM GROUP INCTDG676$5700.09%
162ELI LILLY & COLLY1,050$5640.09%
163ALLSTATE CORPALL-PJ4,852$5410.09%
164VANGUARD INDEX FDS9229085536,996$5290.09%
165EDWARDS LIFESCIENCES CORPEW7,395$5120.08%
166PPL CORPPPLC21,298$5020.08%
167SIRIUSPOINT LTDSPNT48,289$4910.08%
168JEFFERIES FINL GROUP INC47233W10913,221$4840.08%
169ISHARES TR46436E61911,152$4560.07%
170KINDER MORGAN INC DELEP-PC27,125$4500.07%
171KIMBERLY-CLARK CORPKMB3,591$4340.07%
172SCHWAB STRATEGIC TR80852470618,141$4340.07%
173VALERO ENERGY CORPVLO2,993$4240.07%
174INVESCO QQQ TRIVZ1,178$4220.07%
175ISHARES TR4642872264,436$4170.07%
176TELEPHONE & DATA SYS INCTDS-PV21,786$3990.06%
177SEABOARD CORP DELSE106$3980.06%
178PINNACLE WEST CAP CORPPNW5,323$3920.06%
179BOSTON SCIENTIFIC CORPBSX7,382$3900.06%
180SENSIENT TECHNOLOGIESSXT6,500$3800.06%
181AON PLCAON1,138$3690.06%
182XYLEM INCXYL3,915$3560.06%
183ALPHATEC HLDGS INCATEC27,300$3540.06%
184PBF ENERGY INCPBF6,456$3460.06%
185COMCAST CORP NEWCCZ7,786$3450.06%
186GILEAD SCIENCES INCGILD4,490$3360.05%
187WESTROCK COWEST9,370$3350.05%
188ISHARES TR4642876141,234$3280.05%
189VONTIER CORPORATIONVNT10,325$3190.05%
190DISNEY WALT CO2546871063,894$3160.05%
191OGE ENERGY CORPOGE9,356$3120.05%
192CALIFORNIA RES CORPCRC5,578$3120.05%
193SKECHERS U S A INC8305661056,359$3110.05%
194BANK NEW YORK MELLON CORP0640581007,130$3040.05%
195ANDERSONS INCANDE5,876$3030.05%
196SPIRE INCSRJN5,268$2980.05%
197ALBERTSONS COS INC01309110312,828$2920.05%
198SPDR GOLD TRGLD1,673$2870.05%
199TRAVELERS COMPANIES INCTRV1,739$2840.05%
200ROYAL GOLD INCRGLD2,648$2820.05%
201PENSKE AUTOMOTIVE GRP INC70959W1031,678$2800.05%
202COCA COLA COKO4,973$2780.05%
203ISHARES TR4642878042,952$2780.05%
204J P MORGAN EXCHANGE TRADED F46641Q3325,172$2770.04%
205PINNACLE FINL PARTNERS INC72346Q1044,130$2770.04%
206SCHWAB STRATEGIC TR8085247973,866$2740.04%
207STATE STR CORPSTT-PG4,095$2740.04%
208FIDELITY COVINGTON TRUST3160928082,196$2700.04%
209VEEVA SYS INCVEEV1,288$2620.04%
210CNA FINL CORP1261171006,455$2540.04%
211FEDEX CORPFDX927$2460.04%
212O-I GLASS INCOI14,140$2370.04%
213NEXSTAR MEDIA GROUP INCNXST1,628$2330.04%
214CROWN HLDGS INCCCK2,600$2300.04%
215SPDR S&P MIDCAP 400 ETF TRMDY500$2280.04%
216PROSPERITY BANCSHARES INCPB4,146$2260.04%
217TENET HEALTHCARE CORPTHC3,182$2100.03%
218CARLYLE GROUP INCCGABL6,810$2050.03%
219OLD NATL BANCORP IND68003310713,710$1990.03%
220GOLDEN OCEAN GROUP LTDNVGLF25,000$1970.03%
221PERDOCEO ED CORPPRDO11,315$1930.03%
222PARK HOTELS & RESORTS INCPK15,310$1890.03%
223BARINGS BDC INCBBDC20,910$1860.03%
224ELANCO ANIMAL HEALTH INCELAN16,561$1860.03%
225ARCOS DORADOS HOLDINGS INCARCO19,635$1860.03%
226BROOKFIELD BUSINESS CORPBBUC10,085$1820.03%
227ORGANON & COOGN10,365$1800.03%
228BRIGHTSPIRE CAPITAL INCBRSP28,380$1780.03%
229JBG SMITH PPTYS46590V10012,208$1770.03%
230ORION OFFICE REIT INCONL32,930$1720.03%
231PIEDMONT OFFICE REALTY TR INPDM30,420$1710.03%
232ARDMORE SHIPPING CORPASC12,366$1610.03%
233FIRST HORIZON CORPORATIONFHN-PH14,490$1600.03%
234TEVA PHARMACEUTICAL INDS LTD88162420915,540$1590.03%
235UMH PPTYS INC90300210310,740$1510.02%
236AEGON N VAEFC29,051$1390.02%
237OMNIAB INCOABIW26,615$1380.02%
238ARDAGH METAL PACKAGING S AAMPWF44,225$1380.02%
239LIONS GATE ENTMNT CORP53591940115,346$1300.02%
240FIVE POINT HOLDINGS LLCFPH38,900$1160.02%
241BOWLERO CORPLUCK11,800$1140.02%
242LESLIES INC52706410918,120$1030.02%
243FRANKLIN STR PPTYS CORP35471R10653,350$990.02%
244NEUBERGER BERMAN ENERGY INFR64129H10413,070$900.01%
245GREAT LAKES DREDGE & DOCK COGLDD11,075$880.01%
246BRC INCBRCC15,585$560.01%
247LUMEN TECHNOLOGIES INCLUMN14,693$210.00%