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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

WoodTrust Financial Corp

Quarter ended Q1 2024 · Filed April 17, 2024 · Accession 0001725247-24-000003

Total Value
$631,312
Positions
241
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR MSCI EAFE ETFQQQ769,306$61,4379.73%
2VANGUARD INDEX FDS MCAP VL IDXVIP46090E118154,817$24,1383.82%
3BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A55,882$23,4993.72%
4VANGUARD INDEX FDS MCAP GR IDXVIPIVZ99,203$23,3913.71%
5ISHARES TR RUS 2000 VAL ETF46090E108146,122$23,2063.68%
6MICROSOFT CORP COMMSFT54,514$22,9353.63%
7ISHARES TR RUS 2000 GRW ETFIVZ81,305$22,0173.49%
8AMAZON COM INC COMAMZN100,204$18,0752.86%
9VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF46090E128421,145$17,5912.79%
10SALESFORCE INC COMCRM51,287$15,4472.45%
11APPLE INC COMAAPL88,772$15,2232.41%
12COSTCO WHSL CORP NEW COM22160K10520,028$14,6732.32%
13JOHNSON & JOHNSON COMJNJ88,645$14,0232.22%
14JPMORGAN CHASE & CO COMVYLD69,335$13,8882.20%
15BERKSHIRE HATHAWAY INC DEL CL ABRK-A17$10,7851.71%
16UNITEDHEALTH GROUP INC COMUNH21,302$10,5381.67%
17PEPSICO INC COMPEP59,253$10,3701.64%
18APPLIED MATLS INC COM03822210547,401$9,7761.55%
19DISNEY WALT CO COM25468710678,835$9,6461.53%
20CVS HEALTH CORP COMCVS104,722$8,3531.32%
21ALPHABET INC CAP STK CL AGOOG54,278$8,1921.30%
22HOME DEPOT INC COMHD20,794$7,9771.26%
23ALPHABET INC CAP STK CL CGOOG49,930$7,6021.20%
24PFIZER INC COMPFE269,102$7,4681.18%
25AMERICAN EXPRESS CO COMAXP32,157$7,3221.16%
26NIKE INC CL BNKE76,636$7,2021.14%
27WASTE MGMT INC DEL COM94106L10932,413$6,9091.09%
28GOLDMAN SACHS GROUP INC COMGSCE15,218$6,3561.01%
29WALMART INC COMWMT103,127$6,2050.98%
30DEERE & CO COMDE14,642$6,0140.95%
31VERISK ANALYTICS INC COMVRSK25,279$5,9590.94%
32GENERAL DYNAMICS CORP COMGD20,665$5,8380.92%
33CHEVRON CORP NEW COMCVX36,405$5,7430.91%
34MICROCHIP TECHNOLOGY INC. COMMCHPP61,012$5,4730.87%
35NORTHROP GRUMMAN CORP COMNOC10,916$5,2250.83%
36KROGER CO COMKR90,168$5,1510.82%
37HONEYWELL INTL INC COM43851610624,939$5,1190.81%
38STARBUCKS CORP COMSBUX51,389$4,6960.74%
39PAYPAL HLDGS INC COMPYPL57,171$3,8300.61%
40FIDELITY NATL INFORMATION SV COM31620M10650,174$3,7220.59%
41VANGUARD INDEX FDS GROWTH ETF46090E1228,294$2,8550.45%
42VANGUARD STAR FDS VG TL INTL STK F46090E12646,502$2,8040.44%
43BANK MONTREAL QUE COM06367110127,713$2,7070.43%
44VANGUARD INDEX FDS S&P 500 ETF SHS46090E1175,579$2,6820.42%
45TRANSDIGM GROUP INC COMTDG2,115$2,6050.41%
46MICROSOFT CORP COMMSFT6,080$2,5580.41%
47WALMART INC COMWMT41,250$2,4820.39%
48INVESCO QQQ TR UNIT SER 1IVZ5,157$2,2900.36%
49ECOLAB INC COMECL9,875$2,2800.36%
50FASTENAL CO COMFAST29,125$2,2470.36%
51LINDE PLC SHSLIN4,810$2,2330.35%
52RB GLOBAL INC COMRBA28,954$2,2050.35%
53VANGUARD INDEX FDS VALUE ETF46090E12313,002$2,1180.34%
54AMERICAN EXPRESS CO COMAXP9,075$2,0660.33%
55WABTEC COM92974010814,100$2,0540.33%
56SCHWAB CHARLES CORP COMSCHW-PJ28,400$2,0540.33%
57AMGEN INC COMAMGN7,164$2,0370.32%
58WORKDAY INC CL AWDAY7,400$2,0180.32%
59VANGUARD INDEX FDS TOTAL STK MKT46090E1247,617$1,9800.31%
60JPMORGAN CHASE & CO COMVYLD9,650$1,9330.31%
61ALPHABET INC CAP STK CL AGOOG11,200$1,6900.27%
62AMETEK INC COMAME9,188$1,6800.27%
63ROCKWELL AUTOMATION INC COMROK5,675$1,6530.26%
64STRYKER CORPORATION COMSYK4,620$1,6530.26%
65AMAZON COM INC COMAMZN8,930$1,6110.26%
66AON PLC SHS CL AAON4,585$1,5300.24%
67HOME DEPOT INC COMHD3,961$1,5190.24%
68SALESFORCE INC COMCRM4,975$1,4980.24%
69ELI LILLY & CO COMLLY1,894$1,4730.23%
70GENERAC HLDGS INC COMGNRC11,600$1,4630.23%
71DEXCOM INC COMDXCM10,510$1,4580.23%
72IRHYTHM TECHNOLOGIES INC COMIRTC12,482$1,4480.23%
73OREILLY AUTOMOTIVE INC COM67103H1071,280$1,4450.23%
74APPLE INC COMAAPL8,260$1,4160.22%
75INTUITIVE SURGICAL INC COM NEWISRG3,435$1,3710.22%
76COSTAR GROUP INC COMCSGP13,750$1,3280.21%
77SPDR S&P 500 ETF TR TR UNITSPY2,516$1,3160.21%
78PROSHARES TR PSHS ULT S&P 50046090E11216,673$1,2920.20%
79SPROUT SOCIAL INC COM CL ASPT21,500$1,2840.20%
80UBER TECHNOLOGIES INC COMUBER16,450$1,2660.20%
81LOWES COS INC COM5486611074,925$1,2550.20%
82STARBUCKS CORP COMSBUX13,535$1,2370.20%
83STORA ENSO OYJ SPON ADR REP R86210M10687,500$1,2180.19%
84ZOETIS INC CL AZTS7,140$1,2080.19%
85EVOLENT HEALTH INC CL AEVH36,700$1,2030.19%
86INTERNATIONAL BUSINESS MACHS COMINTR6,189$1,1820.19%
87RESMED INC COMRSMDF5,900$1,1680.19%
88GUIDEWIRE SOFTWARE INC COMGWRE9,600$1,1200.18%
89INTERCONTINENTAL EXCHANGE IN COM45866F1048,000$1,0990.17%
90POOL CORP COMPOOL2,700$1,0890.17%
91ISHARES TR CORE S&P MCP ETFIVZ17,350$1,0540.17%
92VISA INC COM CL AV3,685$1,0280.16%
93S&P GLOBAL INC COMSPGI2,299$9780.15%
94GE AEROSPACE COM NEW3696043015,459$9580.15%
95CARMAX INC COMKMX11,000$9580.15%
96DESCARTES SYS GROUP INC COM24990610810,400$9520.15%
97BOOZ ALLEN HAMILTON HLDG COR CL ABAH6,150$9130.14%
98EXXON MOBIL CORP COMXOM7,846$9120.14%
99BANK AMERICA CORP COM06050510423,230$8810.14%
100FLYWIRE CORPORATION COM VTGFLYW35,200$8730.14%
101MONTROSE ENVIRONMENTAL GROUP COMMEG21,150$8280.13%
102RYAN SPECIALTY HOLDINGS INC CL ARYAN14,550$8080.13%
103META PLATFORMS INC CL AMETA1,643$7980.13%
104PROCTER AND GAMBLE CO COM7427181094,699$7620.12%
105BRISTOL-MYERS SQUIBB CO COMCELG-RI13,726$7440.12%
106LEGALZOOM COM INC COMLZ53,100$7080.11%
107TOAST INC CL ATOST28,400$7080.11%
108MONGODB INC CL AMDB1,925$6900.11%
109PHREESIA INC COMPHR28,000$6700.11%
110ISHARES TR MSCI KLD400 SOC46090E1116,410$6460.10%
111POWERSCHOOL HOLDINGS INC COM CL A73939C10629,900$6370.10%
112PROCTER AND GAMBLE CO COM7427181093,750$6080.10%
113DIMENSIONAL ETF TRUST US TARGETED VLU25434V60910,648$5800.09%
114CHEVRON CORP NEW COMCVX3,649$5760.09%
115GOLDMAN SACHS GROUP INC COMGSCE1,363$5690.09%
116WOODWARD INC COMWWD3,692$5690.09%
117ISHARES TR CORE S&P SCP ETF46090E1105,114$5650.09%
118COCA COLA CO COMKO8,750$5350.08%
119PORTILLOS INC COM CL A73642K10637,400$5300.08%
120JOHNSON & JOHNSON COMJNJ3,325$5260.08%
121CISCO SYS INC COMCSCO10,476$5230.08%
122VANGUARD WHITEHALL FDS HIGH DIV YLD46090E1274,149$5020.08%
123UBER TECHNOLOGIES INC COMUBER6,509$5010.08%
124UNION PAC CORP COMUNP2,000$4920.08%
125STRYKER CORPORATION COMSYK1,296$4640.07%
126KIMBERLY-CLARK CORP COMKMB3,575$4620.07%
127NVIDIA CORPORATION COMNVDA500$4520.07%
128SCHWAB STRATEGIC TR US LRG CAP ETF46090E1167,200$4470.07%
129EMERSON ELEC CO COMEMR3,900$4420.07%
130GILEAD SCIENCES INC COMGILD6,040$4420.07%
131MCDONALDS CORP COMMCD1,550$4370.07%
132ABBOTT LABS COMABLZF3,730$4240.07%
133LOWES COS INC COM5486611071,650$4200.07%
134HOWMET AEROSPACE INC COMHWM6,142$4200.07%
135MCCORMICK & CO INC COM NON VTGMKC-V5,450$4190.07%
136DIMENSIONAL ETF TRUST US MKTWIDE VALUE25434V72410,081$4120.07%
137TARGET CORP COMTGT2,300$4080.06%
138ABBVIE INC COMABBV2,225$4050.06%
139TRANSDIGM GROUP INC COMTDG326$4020.06%
140LAM RESEARCH CORP COMLRCX402$3910.06%
141CONAGRA BRANDS INC COMCAG13,100$3880.06%
142MEDTRONIC PLC SHSMDT4,450$3880.06%
143BLACKSTONE INC COMBX2,900$3810.06%
144DEERE & CO COMDE925$3800.06%
145TEXAS INSTRS INC COM8825081042,175$3790.06%
146TOTALENERGIES SE SPONSORED ADSTTE5,350$3680.06%
147NVIDIA CORPORATION COMNVDA399$3610.06%
148NOVANTA INC COMNOVTU2,050$3580.06%
149LINDE PLC SHSLIN769$3570.06%
150CME GROUP INC COMCME1,650$3550.06%
151ASSOCIATED BANC CORP COMASBA16,311$3510.06%
152VANGUARD INDEX FDS SM CP VAL ETF46090E1211,790$3430.05%
153ELI LILLY & CO COMLLY432$3360.05%
154DUTCH BROS INC CL ABROS10,100$3330.05%
155NICOLET BANKSHARES INC COMNIC3,840$3300.05%
156INTUITIVE SURGICAL INC COM NEWISRG827$3300.05%
157FASTENAL CO COMFAST4,258$3280.05%
158PURE STORAGE INC CL A74624M1026,300$3280.05%
159VANGUARD INDEX FDS SML CP GRW ETF46090E1201,241$3240.05%
160ALLIANT ENERGY CORP COMLNT6,203$3130.05%
161FISERV INC COMFISV1,908$3050.05%
162AMETEK INC COMAME1,661$3040.05%
163WEC ENERGY GROUP INC COMWEC3,675$3020.05%
164RB GLOBAL INC COMRBA3,950$3010.05%
165TREX CO INC COMTREX3,000$2990.05%
166FORD MTR CO DEL COM34537086022,395$2970.05%
167THE CIGNA GROUP COM125523100813$2950.05%
168ACCENTURE PLC IRELAND SHS CLASS AACN852$2950.05%
169MCDONALDS CORP COMMCD1,033$2910.05%
170VANGUARD SPECIALIZED FUNDS DIV APP ETF46090E1251,578$2880.05%
171VERIZON COMMUNICATIONS INC COMVZ6,867$2880.05%
172WELLS FARGO CO NEW COM9497461014,947$2870.05%
173ADOBE INC COMADBE566$2860.05%
174DEXCOM INC COMDXCM2,052$2850.05%
175WINGSTOP INC COMWING776$2840.04%
176SYSCO CORP COMSYY3,500$2840.04%
177WORKDAY INC CL AWDAY1,036$2830.04%
178ECOLAB INC COMECL1,222$2820.04%
179SELECT SECTOR SPDR TR TECHNOLOGY46090E1131,335$2780.04%
180ISHARES TR SELECT DIVID ETFIVZ2,245$2770.04%
181WABTEC COM9297401081,839$2680.04%
182S&P GLOBAL INC COMSPGI613$2610.04%
183SPDR SER TR S&P DIVID ETF46090E1151,894$2490.04%
184INTERCONTINENTAL EXCHANGE IN COM45866F1041,807$2480.04%
185SCHWAB CHARLES CORP COMSCHW-PJ3,417$2470.04%
186EVOLENT HEALTH INC CL AEVH7,500$2460.04%
187OREILLY AUTOMOTIVE INC COM67103H107216$2440.04%
188CAPITAL ONE FINL CORP COM14040H1051,630$2430.04%
189CHUBB LIMITED COMCB924$2390.04%
190ISHARES TR CORE S&P500 ETF46090E105454$2390.04%
191BROADCOM INC COMAVGO180$2390.04%
192AON PLC SHS CL AAON703$2350.04%
193TYLER TECHNOLOGIES INC COMTYL550$2340.04%
194MONDELEZ INTL INC CL A6092071053,287$2300.04%
195INTEL CORP COMINTC5,108$2260.04%
196ROCKWELL AUTOMATION INC COMROK773$2250.04%
197ABBOTT LABS COMABLZF1,961$2230.04%
198RESMED INC COMRSMDF1,120$2220.04%
199NIKE INC CL BNKE2,350$2210.04%
200UNILEVER PLC SPON ADR NEWUNLYF4,350$2180.03%
201DOW INC COMDOW3,647$2110.03%
202CORTEVA INC COMCTVA3,633$2100.03%
203DOLBY LABORATORIES INC COM CL ADLB2,500$2090.03%
204CATERPILLAR INC COMCAT556$2040.03%
205IRHYTHM TECHNOLOGIES INC COMIRTC1,750$2030.03%
206GLOBAL PMTS INC COM37940X1021,500$2000.03%
207ZOETIS INC CL AZTS1,096$1850.03%
208UNION PAC CORP COMUNP711$1750.03%
209FLYWIRE CORPORATION COM VTGFLYW7,000$1740.03%
210COSTAR GROUP INC COMCSGP1,650$1590.03%
211EMERSON ELEC CO COMEMR1,329$1510.02%
212SPROUT SOCIAL INC COM CL ASPT2,300$1370.02%
213TEXAS INSTRS INC COM882508104752$1310.02%
214COCA COLA CO COMKO2,114$1290.02%
215GENERAC HLDGS INC COMGNRC1,000$1260.02%
216VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF46090E1293,000$1250.02%
217ABBVIE INC COMABBV663$1210.02%
218NOVANTA INC COMNOVTU683$1190.02%
219POOL CORP COMPOOL277$1120.02%
220REPRISE BIOMEDICAL INC76027A90844,000$1100.02%
221TARGET CORP COMTGT583$1030.02%
222GUIDEWIRE SOFTWARE INC COMGWRE750$880.01%
223RYAN SPECIALTY HOLDINGS INC CL ARYAN1,500$830.01%
224PHREESIA INC COMPHR3,000$720.01%
225LEGALZOOM COM INC COMLZ5,000$670.01%
226MONTROSE ENVIRONMENTAL GROUP COMMEG1,500$590.01%
227DESCARTES SYS GROUP INC COM249906108500$460.01%
228TOAST INC CL ATOST1,830$460.01%
229PORTILLOS INC COM CL A73642K1063,000$430.01%
230KIMBERLY-CLARK CORP COMKMB307$400.01%
231POWERSCHOOL HOLDINGS INC COM CL A73939C1061,600$340.01%
232VORTEX ENERGY CORP COM92905D10440,000$80.00%
233ACCENTURE PLC IRELAND SHS CLASS AACN14$50.00%
234NATURALSHRIMP INC COM63902N106150,000$20.00%
235CME GROUP INC COMCME4$10.00%
236BLACKSTONE INC COMBX9$10.00%
237TYLER TECHNOLOGIES INC COMTYL1$00.00%
238PURE STORAGE INC CL A74624M1022$00.00%
239MONGODB INC CL AMDB1$00.00%
240GLOBAL PMTS INC COM37940X1021$00.00%
241BOOZ ALLEN HAMILTON HLDG COR CL ABAH1$00.00%