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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 Q3 2024 · Filed October 31, 2024 · Accession 0001725247-24-000010

Total Value
$5.5M
Positions
252
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR MSCI EAFE ETF464287465851,314$71,19510.12%
2VANGUARD INDEX FDS MCAP VL IDXVIP922908512166,452$27,9093.97%
3BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A57,109$26,2853.74%
4VANGUARD INDEX FDS MCAP GR IDXVIP922908538107,897$26,2703.73%
5ISHARES TR RUS 2000 VAL ETF464287630155,312$25,9093.68%
6ISHARES TR RUS 2000 GRW ETF46428764886,754$24,6383.50%
7MICROSOFT CORP COMMSFT54,892$23,6203.36%
8VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF922042858471,199$22,5473.21%
9APPLE INC COMAAPL85,923$20,0202.85%
10AMAZON COM INC COMAMZN105,668$19,6892.80%
11COSTCO WHSL CORP NEW COM22160K10519,872$17,6172.50%
12JOHNSON & JOHNSON COMJNJ96,754$15,6802.23%
13JPMORGAN CHASE & CO. COMVYLD70,456$14,8562.11%
14SALESFORCE INC COMCRM53,223$14,5682.07%
15APPLIED MATLS INC COM03822210567,915$13,7221.95%
16UNITEDHEALTH GROUP INC COMUNH22,411$13,1031.86%
17BERKSHIRE HATHAWAY INC DEL CL ABRK-A17$11,7501.67%
18PEPSICO INC COMPEP64,341$10,9411.56%
19HOME DEPOT INC COMHD22,622$9,1661.30%
20ALPHABET INC CAP STK CL AGOOG55,026$9,1261.30%
21DISNEY WALT CO COM25468710692,261$8,8751.26%
22PFIZER INC COMPFE303,470$8,7821.25%
23AMERICAN EXPRESS CO COMAXP32,257$8,7481.24%
24WALMART INC COMWMT106,188$8,5751.22%
25ALPHABET INC CAP STK CL CGOOG50,833$8,4991.21%
26NIKE INC CL BNKE94,689$8,3711.19%
27GOLDMAN SACHS GROUP INC COMGSCE15,243$7,5471.07%
28WASTE MGMT INC DEL COM94106L10933,231$6,8990.98%
29VERISK ANALYTICS INC COMVRSK25,247$6,7650.96%
30GENERAL DYNAMICS CORP COMGD21,380$6,4610.92%
31DEERE & CO COMDE15,304$6,3870.91%
32NORTHROP GRUMMAN CORP COMNOC11,677$6,1660.88%
33CHEVRON CORP NEW COMCVX38,595$5,6840.81%
34STARBUCKS CORP COMSBUX57,699$5,6250.80%
35HONEYWELL INTL INC COM43851610627,205$5,6240.80%
36KROGER CO COMKR97,382$5,5800.79%
37MICROCHIP TECHNOLOGY INC. COMMCHPP66,629$5,3500.76%
38PAYPAL HLDGS INC COMPYPL63,926$4,9880.71%
39VANGUARD INDEX FDS S&P 500 ETF SHS9229083637,626$4,0240.57%
40VANGUARD INDEX FDS TOTAL STK MKT92290876913,742$3,8910.55%
41SELECT SECTOR SPDR TR SBI HEALTHCARE81369Y20924,686$3,8020.54%
42VANGUARD INDEX FDS GROWTH ETF9229087369,124$3,5030.50%
43WALMART INC COMWMT41,250$3,3310.47%
44VANGUARD STAR FDS VG TL INTL STK F92190976847,222$3,0570.43%
45TRANSDIGM GROUP INC COMTDG2,115$3,0180.43%
46VANGUARD INDEX FDS VALUE ETF92290874415,156$2,6460.38%
47MICROSOFT CORP COMMSFT6,080$2,6160.37%
48ECOLAB INC COMECL9,875$2,5210.36%
49INVESCO QQQ TR UNIT SER 1IVZ5,139$2,5080.36%
50AMERICAN EXPRESS CO COMAXP9,075$2,4610.35%
51WABTEC COM92974010812,950$2,3540.33%
52RB GLOBAL INC COMRBA28,954$2,3310.33%
53AMGEN INC COMAMGN7,164$2,3080.33%
54APPLE INC COMAAPL9,725$2,2660.32%
55FASTENAL CO COMFAST30,875$2,2050.31%
56LINDE PLC SHSLIN4,565$2,1770.31%
57GENERAC HLDGS INC COMGNRC13,600$2,1610.31%
58HOME DEPOT INC COMHD5,101$2,0670.29%
59JPMORGAN CHASE & CO. COMVYLD9,650$2,0350.29%
60OCEAN HOUSING LLC CL A67470A909500$1,8830.27%
61AON PLC SHS CL AAON5,385$1,8630.26%
62ALPHABET INC CAP STK CL AGOOG11,200$1,8580.26%
63AMAZON COM INC COMAMZN9,950$1,8540.26%
64LOWES COS INC COM5486611076,725$1,8210.26%
65AMETEK INC COMAME10,188$1,7490.25%
66INTUITIVE SURGICAL INC COM NEWISRG3,435$1,6880.24%
67STRYKER CORPORATION COMSYK4,620$1,6690.24%
68STARBUCKS CORP COMSBUX16,695$1,6280.23%
69BLACKSTONE INC COMBX10,550$1,6160.23%
70RESMED INC COMRSMDF6,400$1,5620.22%
71PROSHARES TR PSHS ULT S&P 50074347R10716,673$1,5030.21%
72ROCKWELL AUTOMATION INC COMROK5,555$1,4910.21%
73OREILLY AUTOMOTIVE INC COM67103H1071,280$1,4740.21%
74UBER TECHNOLOGIES INC COMUBER19,450$1,4620.21%
75SPDR S&P 500 ETF TR TR UNITSPY2,516$1,4440.21%
76WORKDAY INC CL AWDAY5,850$1,4300.20%
77ELI LILLY & CO COMLLY1,600$1,4180.20%
78ZOETIS INC CL AZTS7,140$1,3950.20%
79SALESFORCE INC COMCRM4,975$1,3620.19%
80ISHARES TR MSCI KLD400 SOC46428857012,480$1,3580.19%
81INTERNATIONAL BUSINESS MACHS COMINTR5,924$1,3100.19%
82INTERCONTINENTAL EXCHANGE IN COM45866F1048,000$1,2850.18%
83S&P GLOBAL INC COMSPGI2,449$1,2650.18%
84POOL CORP COMPOOL3,200$1,2060.17%
85FLYWIRE CORPORATION COM VTGFLYW72,550$1,1890.17%
86EVOLENT HEALTH INC CL AEVH39,650$1,1210.16%
87DESCARTES SYS GROUP INC COM24990610810,400$1,0710.15%
88TOAST INC CL ATOST37,000$1,0470.15%
89COSTAR GROUP INC COMCSGP13,750$1,0370.15%
90STORA ENSO OYJ SPON ADR REP R86210M10680,000$1,0270.15%
91EXXON MOBIL CORP COMXOM8,682$1,0180.14%
92GE AEROSPACE COM NEW3696043015,385$1,0160.14%
93BOOZ ALLEN HAMILTON HLDG COR CL ABAH6,050$9850.14%
94RYAN SPECIALTY HOLDINGS INC CL ARYAN14,550$9660.14%
95VISA INC COM CL AV3,369$9260.13%
96SCHWAB CHARLES CORP COMSCHW-PJ13,850$8980.13%
97PURE STORAGE INC CL A74624M10217,650$8870.13%
98NEOGEN CORP COMNEOG51,925$8730.12%
99NVIDIA CORPORATION COMNVDA6,400$7770.11%
100LLC OPERAT AGMT-LESTER LODGEOPRA1$7440.11%
101INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTIVZ4,130$7400.11%
102IRHYTHM TECHNOLOGIES INC COMIRTC9,632$7150.10%
103PROCTER AND GAMBLE CO COM7427181093,940$6820.10%
104GOLDMAN SACHS GROUP INC COMGSCE1,363$6750.10%
105BANK AMERICA CORP COM06050510416,543$6560.09%
106PROCTER AND GAMBLE CO COM7427181093,750$6500.09%
107JOHNSON & JOHNSON COMJNJ3,975$6440.09%
108PHREESIA INC COMPHR28,000$6380.09%
109PFIZER INC COMPFE21,900$6340.09%
110WOODWARD INC COMWWD3,692$6330.09%
111COCA COLA CO COMKO8,750$6290.09%
112VANDY CLUB 10 LLC92089A9001$6180.09%
113HOWMET AEROSPACE INC COMHWM6,133$6150.09%
114ABBVIE INC COMABBV3,100$6120.09%
115GUIDEWIRE SOFTWARE INC COMGWRE3,250$5950.08%
116DIMENSIONAL ETF TRUST US TARGETED VLU25434V60910,648$5920.08%
117DEXCOM INC COMDXCM8,760$5870.08%
118MONTROSE ENVIRONMENTAL GROUP COMMEG21,150$5560.08%
119CISCO SYS INC COMCSCO10,428$5550.08%
120VANGUARD WHITEHALL FDS HIGH DIV YLD9219464064,149$5320.08%
121NVIDIA CORPORATION COMNVDA4,363$5300.08%
122ORACLE CORP COMORCL-PD3,070$5230.07%
123META PLATFORMS INC CL AMETA911$5210.07%
124MCDONALDS CORP COMMCD1,700$5180.07%
125KIMBERLY-CLARK CORP COMKMB3,575$5090.07%
126GILEAD SCIENCES INC COMGILD6,042$5070.07%
127ISHARES TR CORE S&P SCP ETF4642878044,337$5070.07%
128LOWES COS INC COM5486611071,850$5010.07%
129CHEVRON CORP NEW COMCVX3,349$4930.07%
130UNION PAC CORP COMUNP2,000$4930.07%
131INSULET CORP COMPODD2,000$4660.07%
132STRYKER CORPORATION COMSYK1,246$4500.06%
133MCCORMICK & CO INC COM NON VTGMKC-V5,450$4490.06%
134TEXAS INSTRS INC COM8825081042,175$4490.06%
135CONAGRA BRANDS INC COMCAG13,600$4420.06%
136TRANSDIGM GROUP INC COMTDG301$4300.06%
137EMERSON ELEC CO COMEMR3,900$4270.06%
138ABBOTT LABS COMABLZF3,730$4250.06%
139BILL HOLDINGS INC COMBILL8,000$4220.06%
140VANGUARD MUN BD FDS TAX EXEMPT BD9229077468,233$4210.06%
141DIMENSIONAL ETF TRUST US MKTWIDE VALUE25434V72410,081$4200.06%
142ISHARES TR CORE S&P MCP ETF4642875076,725$4190.06%
143VANGUARD INDEX FDS SM CP VAL ETF9229086112,067$4150.06%
144VANGUARD INDEX FDS SML CP GRW ETF9229085951,457$3900.06%
145DEERE & CO COMDE925$3860.05%
146INTUITIVE SURGICAL INC COM NEWISRG777$3820.05%
147TOTALENERGIES SE SPONSORED ADSTTE5,750$3720.05%
148INVESCO EXCHANGE TRADED FD T S&P500 QUALITYIVZ5,505$3700.05%
149CME GROUP INC COMCME1,650$3640.05%
150FIDELITY NATL INFORMATION SV COM31620M1064,212$3530.05%
151WEC ENERGY GROUP INC COMWEC3,675$3530.05%
152ASSOCIATED BANC CORP COMASBA16,112$3470.05%
153WELLS FARGO CO NEW COM9497461015,996$3390.05%
154GE VERNOVA INC COMGEV1,323$3370.05%
155FISERV INC COMFISV1,821$3270.05%
156DUTCH BROS INC CL ABROS10,100$3240.05%
157WINGSTOP INC COMWING776$3230.05%
158ISHARES TR CORE S&P500 ETF464287200560$3230.05%
159TYLER TECHNOLOGIES INC COMTYL550$3210.05%
160UBER TECHNOLOGIES INC COMUBER4,259$3200.05%
161NIKE INC CL BNKE3,600$3180.05%
162ISHARES TR SELECT DIVID ETF4642871682,331$3150.04%
163MCDONALDS CORP COMMCD1,033$3150.04%
164VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT9219438585,904$3120.04%
165VANGUARD SPECIALIZED FUNDS DIV APP ETF9219088441,574$3120.04%
166LAM RESEARCH CORP COMLRCX382$3120.04%
167BROADCOM INC COMAVGO1,790$3090.04%
168VERIZON COMMUNICATIONS INC COMVZ6,867$3080.04%
169ISHARES TR PFD AND INCM SEC4642886879,110$3030.04%
170SELECT SECTOR SPDR TR TECHNOLOGY81369Y8031,335$3010.04%
171FORD MTR CO COM34537086028,428$3000.04%
172S&P GLOBAL INC COMSPGI579$2990.04%
173WABTEC COM9297401081,644$2990.04%
174RB GLOBAL INC COMRBA3,700$2980.04%
175BRISTOL-MYERS SQUIBB CO COMCELG-RI5,741$2970.04%
176ELI LILLY & CO COMLLY335$2970.04%
177ADOBE INC COMADBE571$2960.04%
178LINDE PLC SHSLIN610$2910.04%
179ACCENTURE PLC IRELAND SHS CLASS AACN820$2900.04%
180INTERCONTINENTAL EXCHANGE IN COM45866F1041,807$2900.04%
181GENERAC HLDGS INC COMGNRC1,800$2860.04%
182FASTENAL CO COMFAST4,000$2860.04%
183AMETEK INC COMAME1,661$2850.04%
184UNILEVER PLC SPON ADR NEWUNLYF4,350$2830.04%
185THE CIGNA GROUP COM125523100813$2820.04%
186MONDELEZ INTL INC CL A6092071053,744$2760.04%
187RESMED INC COMRSMDF1,120$2730.04%
188SPDR SER TR S&P DIVID ETF78464A7631,894$2690.04%
189NOVANTA INC COMNOVTU1,500$2680.04%
190CHUBB LIMITED COMCB924$2660.04%
191VANGUARD BD INDEX FDS SHORT TRM BOND9219378273,355$2640.04%
192ISHARES TR CORE US AGGBD ET4642872262,586$2620.04%
193PACER FDS TR US CASH COWS 10069374H8814,500$2600.04%
194ECOLAB INC COMECL1,020$2600.04%
195PROSHARES TR S&P 500 DV ARIST74348A4672,398$2560.04%
196DYNATRACE INC COM NEWDT4,750$2540.04%
197J P MORGAN EXCHANGE TRADED F INTRNL RES EQT46641Q1343,815$2520.04%
198VANGUARD BD INDEX FDS INTERMED TERM9219378193,215$2520.04%
199OREILLY AUTOMOTIVE INC COM67103H107216$2490.04%
200REMITLY GLOBAL INC COMRELY18,500$2480.04%
201AAR CORP COMAIR3,750$2450.03%
202CARRIER GLOBAL CORPORATION COMCARR3,040$2450.03%
203BANK MONTREAL QUE COM0636711012,714$2450.03%
204AON PLC SHS CL AAON700$2420.03%
205CAPITAL ONE FINL CORP COM14040H1051,609$2410.03%
206GRAYSCALE BITCOIN TR BTC SHS REP COM UTGBTC4,703$2380.03%
207CVS HEALTH CORP COMCVS3,667$2310.03%
208MUELLER INDS INC COM6247561023,106$2300.03%
209UL SOLUTIONS INC CLASS A COM SHSULS4,625$2280.03%
210ABBOTT LABS COMABLZF1,961$2240.03%
211WORKDAY INC CL AWDAY909$2220.03%
212VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD92206C4092,787$2210.03%
213CATERPILLAR INC COMCAT565$2210.03%
214MONDAY COM LTD SHSMNDY775$2150.03%
215DUPONT DE NEMOURS INC COMDD2,311$2060.03%
216RTX CORPORATION COMRTX1,690$2050.03%
217HP INC COMHPQ5,692$2040.03%
218PROCORE TECHNOLOGIES INC COMPCOR3,250$2010.03%
219SPDR SER TR PRTFLO S&P500 GW78464A4092,429$2010.03%
220TOAST INC CL ATOST7,000$1980.03%
221ZOETIS INC CL AZTS994$1940.03%
222SCHWAB CHARLES CORP COMSCHW-PJ2,622$1700.02%
223UNION PAC CORP COMUNP688$1700.02%
224ROCKWELL AUTOMATION INC COMROK623$1670.02%
225TEXAS INSTRS INC COM882508104743$1530.02%
226ISHARES TR CORE MSCI EAFE46432F8421,950$1520.02%
227COCA COLA CO COMKO2,043$1470.02%
228EMERSON ELEC CO COMEMR1,329$1450.02%
229VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428583,000$1440.02%
230DEXCOM INC COMDXCM2,050$1370.02%
231ABBVIE INC COMABBV680$1340.02%
232PURE STORAGE INC CL A74624M1022,500$1260.02%
233IRHYTHM TECHNOLOGIES INC COMIRTC1,675$1240.02%
234COSTAR GROUP INC COMCSGP1,650$1240.02%
235NOVANTA INC COMNOVTU683$1220.02%
236FLYWIRE CORPORATION COM VTGFLYW7,000$1150.02%
237REPRISE BIOMEDICAL INC76027A90844,000$1100.02%
238BLACKSTONE INC COMBX709$1090.02%
239ISHARES TR CORE MSCI EAFE46432F8421,385$1080.02%
240POOL CORP COMPOOL275$1040.01%
241RYAN SPECIALTY HOLDINGS INC CL ARYAN1,500$1000.01%
242INSULET CORP COMPODD365$850.01%
243EVOLENT HEALTH INC CL AEVH3,000$850.01%
244PHREESIA INC COMPHR3,000$680.01%
245NEOGEN CORP COMNEOG4,000$670.01%
246DESCARTES SYS GROUP INC COM249906108500$510.01%
247LIFELENS TECHNOLOGIES INC50192A90214,662$500.01%
248KIMBERLY-CLARK CORP COMKMB325$460.01%
249MONTROSE ENVIRONMENTAL GROUP COMMEG1,500$390.01%
250ORACLE CORP COMORCL-PD52$90.00%
251TOTALENERGIES SE SPONSORED ADSTTE125$80.00%
252ACCENTURE PLC IRELAND SHS CLASS AACN12$40.00%
253VORTEX ENERGY CORP COM92905D10440,000$30.00%
254NATURALSHRIMP INC COM63902N106150,000$10.00%