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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 Q4 2024 · Filed February 6, 2025 · Accession 0001725247-25-000001

Total Value
$710,841
Positions
245
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (245)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR MSCI EAFE ETF464287465892,073$67,4509.49%
2VANGUARD INDEX FDS MCAP GR IDXVIP922908538110,633$28,0733.95%
3VANGUARD INDEX FDS MCAP VL IDXVIP922908512171,952$27,8173.91%
4ISHARES TR RUS 2000 VAL ETF464287630160,090$26,2823.70%
5BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A57,425$26,0303.66%
6ISHARES TR RUS 2000 GRW ETF46428764889,518$25,7653.62%
7MICROSOFT CORP COMMSFT55,902$23,5633.31%
8AMAZON COM INC COMAMZN105,166$23,0723.25%
9VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF922042858494,983$21,7993.07%
10APPLE INC COMAAPL86,806$21,7383.06%
11COSTCO WHSL CORP NEW COM22160K10519,749$18,0952.55%
12SALESFORCE INC COMCRM52,318$17,4912.46%
13JPMORGAN CHASE & CO. COMVYLD70,400$16,8762.37%
14ALPHABET INC CAP STK CL AGOOG76,516$14,4842.04%
15JOHNSON & JOHNSON COMJNJ90,907$13,1471.85%
16BERKSHIRE HATHAWAY INC DEL CL ABRK-A17$11,5761.63%
17UNITEDHEALTH GROUP INC COMUNH22,394$11,3281.59%
18APPLIED MATLS INC COM03822210567,754$11,0191.55%
19VANGUARD INDEX FDS TOTAL STK MKT92290876937,932$10,9931.55%
20DISNEY WALT CO COM25468710690,111$10,0341.41%
21ALPHABET INC CAP STK CL CGOOG50,787$9,6721.36%
22WALMART INC COMWMT105,898$9,5681.35%
23AMERICAN EXPRESS CO COMAXP31,981$9,4921.34%
24PEPSICO INC COMPEP61,136$9,2961.31%
25HOME DEPOT INC COMHD22,798$8,8681.25%
26GOLDMAN SACHS GROUP INC COMGSCE15,110$8,6521.22%
27VERISK ANALYTICS INC COMVRSK25,560$7,0400.99%
28WASTE MGMT INC DEL COM94106L10933,663$6,7930.96%
29PFIZER INC COMPFE254,414$6,7500.95%
30NIKE INC CL BNKE86,891$6,5750.92%
31DEERE & CO COMDE15,161$6,4240.90%
32HONEYWELL INTL INC COM43851610627,722$6,2620.88%
33KROGER CO COMKR99,026$6,0550.85%
34GENERAL DYNAMICS CORP COMGD21,413$5,6420.79%
35NORTHROP GRUMMAN CORP COMNOC11,855$5,5630.78%
36CHEVRON CORP NEW COMCVX37,507$5,4330.76%
37PAYPAL HLDGS INC COMPYPL63,148$5,3900.76%
38STARBUCKS CORP COMSBUX55,782$5,0900.72%
39VANGUARD INDEX FDS S&P 500 ETF SHS9229083637,881$4,2460.60%
40VANGUARD INDEX FDS GROWTH ETF9229087369,381$3,8500.54%
41WALMART INC COMWMT41,250$3,7270.52%
42VANGUARD STAR FDS VG TL INTL STK F92190976854,689$3,2230.45%
43VANGUARD INDEX FDS VALUE ETF92290874416,563$2,8040.39%
44MICROCHIP TECHNOLOGY INC. COMMCHPP48,268$2,7680.39%
45AMERICAN EXPRESS CO COMAXP9,025$2,6790.38%
46TRANSDIGM GROUP INC COMTDG2,075$2,6300.37%
47INVESCO QQQ TR UNIT SER 1IVZ5,139$2,6270.37%
48RB GLOBAL INC COMRBA28,954$2,6120.37%
49MICROSOFT CORP COMMSFT6,080$2,5630.36%
50APPLE INC COMAAPL9,725$2,4350.34%
51WABTEC COM92974010812,800$2,4270.34%
52JPMORGAN CHASE & CO. COMVYLD9,650$2,3130.33%
53ECOLAB INC COMECL9,845$2,3070.32%
54FASTENAL CO COMFAST30,875$2,2200.31%
55AMAZON COM INC COMAMZN9,950$2,1830.31%
56ALPHABET INC CAP STK CL AGOOG11,200$2,1200.30%
57GENERAC HLDGS INC COMGNRC13,600$2,1090.30%
58HOME DEPOT INC COMHD5,101$1,9840.28%
59AON PLC SHS CL AAON5,385$1,9340.27%
60LINDE PLC SHSLIN4,565$1,9110.27%
61AMGEN INC COMAMGN7,156$1,8650.26%
62AMETEK INC COMAME10,188$1,8360.26%
63BLACKSTONE INC COMBX10,650$1,8360.26%
64INTUITIVE SURGICAL INC COM NEWISRG3,435$1,7930.25%
65PURE STORAGE INC CL A74624M10229,180$1,7930.25%
66SALESFORCE INC COMCRM4,975$1,6630.23%
67STRYKER CORPORATION COMSYK4,620$1,6630.23%
68LOWES COS INC COM5486611076,725$1,6600.23%
69ROCKWELL AUTOMATION INC COMROK5,555$1,5880.22%
70STARBUCKS CORP COMSBUX16,695$1,5230.21%
71PROSHARES TR PSHS ULT S&P 50074347R10716,427$1,5200.21%
72WORKDAY INC CL AWDAY5,850$1,5090.21%
73OREILLY AUTOMOTIVE INC COM67103H1071,270$1,5060.21%
74SPDR S&P 500 ETF TR TR UNITSPY2,567$1,5040.21%
75FLYWIRE CORPORATION COM VTGFLYW72,550$1,4960.21%
76RESMED INC COMRSMDF6,400$1,4640.21%
77ACCENTURE PLC IRELAND SHS CLASS AACN4,100$1,4420.20%
78INTERNATIONAL BUSINESS MACHS COMINTR6,434$1,4140.20%
79BLOCK INC CL ABSQKZ16,535$1,4050.20%
80TOAST INC CL ATOST37,000$1,3490.19%
81ISHARES TR MSCI KLD400 SOC46428857011,881$1,3100.18%
82ELI LILLY & CO COMLLY1,600$1,2350.17%
83S&P GLOBAL INC COMSPGI2,449$1,2200.17%
84INTERCONTINENTAL EXCHANGE IN COM45866F1048,000$1,1920.17%
85DESCARTES SYS GROUP INC COM24990610810,400$1,1810.17%
86ZOETIS INC CL AZTS7,140$1,1630.16%
87UBER TECHNOLOGIES INC COMUBER18,250$1,1010.15%
88VISA INC COM CL AV3,358$1,0610.15%
89RYAN SPECIALTY HOLDINGS INC CL ARYAN14,550$9340.13%
90CISCO SYS INC COMCSCO15,541$9200.13%
91MONGODB INC CL AMDB3,900$9080.13%
92EXXON MOBIL CORP COMXOM8,299$8930.13%
93GE AEROSPACE COM NEW3696043015,233$8730.12%
94NVIDIA CORPORATION COMNVDA6,400$8590.12%
95IRHYTHM TECHNOLOGIES INC COMIRTC9,382$8460.12%
96STORA ENSO OYJ SPON ADR REP R86210M10680,000$8050.11%
97GOLDMAN SACHS GROUP INC COMGSCE1,363$7800.11%
98BOOZ ALLEN HAMILTON HLDG COR CL ABAH6,050$7790.11%
99BANK AMERICA CORP COM06050510416,683$7330.10%
100INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTIVZ4,130$7240.10%
101PSB HLDGS INC WIS COM69360N10827,199$7210.10%
102SCHWAB CHARLES CORP COMSCHW-PJ9,390$6950.10%
103COSTAR GROUP INC COMCSGP9,690$6940.10%
104NEOGEN CORP COMNEOG57,100$6930.10%
105PROCTER AND GAMBLE CO COM7427181094,102$6880.10%
106DEXCOM INC COMDXCM8,760$6810.10%
107BILL HOLDINGS INC COMBILL8,000$6780.10%
108HOWMET AEROSPACE INC COMHWM6,133$6710.09%
109PROCTER AND GAMBLE CO COM7427181093,750$6290.09%
110WOODWARD INC COMWWD3,692$6140.09%
111ORACLE CORP COMORCL-PD3,600$6000.08%
112DIMENSIONAL ETF TRUST US TARGETED VLU25434V60910,648$5930.08%
113EVOLENT HEALTH INC CL AEVH51,900$5840.08%
114PFIZER INC COMPFE21,900$5810.08%
115JOHNSON & JOHNSON COMJNJ3,975$5750.08%
116GILEAD SCIENCES INC COMGILD6,072$5610.08%
117ABBVIE INC COMABBV3,100$5510.08%
118GUIDEWIRE SOFTWARE INC COMGWRE3,250$5480.08%
119META PLATFORMS INC CL AMETA934$5470.08%
120COCA COLA CO COMKO8,750$5450.08%
121FISERV INC COMFISV2,607$5360.08%
122VANGUARD WHITEHALL FDS HIGH DIV YLD9219464064,149$5290.07%
123DUTCH BROS INC CL ABROS10,100$5290.07%
124INSULET CORP COMPODD2,000$5220.07%
125WEC ENERGY GROUP INC COMWEC5,389$5070.07%
126ISHARES TR CORE S&P SCP ETF4642878044,337$5000.07%
127MCDONALDS CORP COMMCD1,700$4930.07%
128CHEVRON CORP NEW COMCVX3,349$4850.07%
129EMERSON ELEC CO COMEMR3,900$4830.07%
130VANGUARD BD INDEX FDS SHORT TRM BOND9219378276,226$4810.07%
131KIMBERLY-CLARK CORP COMKMB3,575$4680.07%
132LOWES COS INC COM5486611071,854$4580.06%
133ABBOTT LABS COMABLZF4,030$4560.06%
134UNION PAC CORP COMUNP2,000$4560.06%
135STRYKER CORPORATION COMSYK1,244$4480.06%
136VANGUARD INDEX FDS SM CP VAL ETF9229086112,258$4470.06%
137WELLS FARGO CO NEW COM9497461016,338$4450.06%
138VANGUARD INDEX FDS SML CP GRW ETF9229085951,572$4400.06%
139VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD92206C4095,627$4390.06%
140ISHARES TR CORE S&P MCP ETF4642875077,025$4380.06%
141GE VERNOVA INC COMGEV1,284$4220.06%
142BROADCOM INC COMAVGO1,806$4190.06%
143REMITLY GLOBAL INC COMRELY18,500$4180.06%
144MCCORMICK & CO INC COM NON VTGMKC-V5,450$4160.06%
145ASSOCIATED BANC CORP COMASBA17,423$4160.06%
146DIMENSIONAL ETF TRUST US MKTWIDE VALUE25434V72410,081$4130.06%
147TEXAS INSTRS INC COM8825081042,175$4080.06%
148INTUITIVE SURGICAL INC COM NEWISRG775$4050.06%
149DEERE & CO COMDE925$3920.06%
150TRANSDIGM GROUP INC COMTDG303$3840.05%
151CME GROUP INC COMCME1,650$3830.05%
152MCDONALDS CORP COMMCD1,262$3660.05%
153INVESCO EXCHANGE TRADED FD T S&P500 QUALITYIVZ5,422$3630.05%
154VANGUARD BD INDEX FDS INTERMED TERM9219378194,707$3520.05%
155GRAYSCALE BITCOIN TRUST ETF SHS REP COM UTGBTC4,703$3480.05%
156RB GLOBAL INC COMRBA3,700$3340.05%
157VANGUARD BD INDEX FDS TOTAL BND MRKT9219378354,619$3320.05%
158PROSHARES TR S&P 500 DV ARIST74348A4673,321$3310.05%
159ABBVIE INC COMABBV1,829$3250.05%
160BRISTOL-MYERS SQUIBB CO COMCELG-RI5,736$3240.05%
161TYLER TECHNOLOGIES INC COMTYL550$3170.04%
162TOTALENERGIES SE SPONSORED ADSTTE5,750$3130.04%
163FIDELITY NATL INFORMATION SV COM31620M1063,875$3130.04%
164WABTEC COM9297401081,645$3120.04%
165ISHARES TR SELECT DIVID ETF4642871682,368$3110.04%
166SELECT SECTOR SPDR TR TECHNOLOGY81369Y8031,335$3100.04%
167ISHARES TR CORE S&P500 ETF464287200523$3080.04%
168AMETEK INC COMAME1,674$3020.04%
169S&P GLOBAL INC COMSPGI585$2910.04%
170BANK MONTREAL QUE COM0636711012,988$2900.04%
171POOL CORP COMPOOL850$2900.04%
172FASTENAL CO COMFAST4,000$2880.04%
173CAPITAL ONE FINL CORP COM14040H1051,609$2870.04%
174GENERAC HLDGS INC COMGNRC1,800$2790.04%
175RESMED INC COMRSMDF1,220$2790.04%
176LAM RESEARCH CORP COM NEWLRCX3,836$2770.04%
177VERIZON COMMUNICATIONS INC COMVZ6,867$2750.04%
178NIKE INC CL BNKE3,600$2720.04%
179INTERCONTINENTAL EXCHANGE IN COM45866F1041,800$2680.04%
180ELI LILLY & CO COMLLY342$2640.04%
181OREILLY AUTOMOTIVE INC COM67103H107218$2590.04%
182UBER TECHNOLOGIES INC COMUBER4,282$2580.04%
183DYNATRACE INC COM NEWDT4,750$2580.04%
184LINDE PLC SHSLIN612$2560.04%
185CHUBB LIMITED COMCB924$2550.04%
186TOAST INC CL ATOST7,000$2550.04%
187PACER FDS TR US CASH COWS 10069374H8814,500$2540.04%
188AON PLC SHS CL AAON700$2510.04%
189ADOBE INC COMADBE562$2500.04%
190SPDR SER TR S&P DIVID ETF78464A7631,894$2500.04%
191UNILEVER PLC SPON ADR NEWUNLYF4,350$2470.03%
192MUELLER INDS INC COM6247561023,106$2460.03%
193PROCORE TECHNOLOGIES INC COMPCOR3,250$2440.03%
194NVIDIA CORPORATION COMNVDA1,801$2420.03%
195RTX CORPORATION COMRTX2,075$2400.03%
196ECOLAB INC COMECL1,020$2390.03%
197PURE STORAGE INC CL A74624M1023,815$2340.03%
198WORKDAY INC CL AWDAY900$2320.03%
199HS PRESS HOLDINGS LLC40477A9091$2320.03%
200SCHWAB STRATEGIC TR US DIVIDEND EQ8085247978,472$2310.03%
201UL SOLUTIONS INC CLASS A COM SHSULS4,625$2310.03%
202VANGUARD SPECIALIZED FUNDS DIV APP ETF9219088441,174$2300.03%
203AAR CORP COMAIR3,750$2300.03%
204LPL FINL HLDGS INC COM50212V100702$2290.03%
205NOVANTA INC COMNOVTU1,500$2290.03%
206ISHARES TR PFD AND INCM SEC4642886877,193$2260.03%
207J P MORGAN EXCHANGE TRADED F INTRNL RES EQT46641Q1343,815$2230.03%
208MONDELEZ INTL INC CL A6092071053,721$2220.03%
209WINGSTOP INC COMWING776$2210.03%
210ABBOTT LABS COMABLZF1,942$2200.03%
211EMERSON ELEC CO COMEMR1,765$2190.03%
212FORD MTR CO COM34537086021,836$2160.03%
213SPDR SER TR PRTFLO S&P500 GW78464A4092,429$2140.03%
214CARRIER GLOBAL CORPORATION COMCARR3,040$2080.03%
215TREX CO INC COMTREX3,000$2070.03%
216XPO INC COMXPO1,565$2050.03%
217CATERPILLAR INC COMCAT556$2020.03%
218ROCKWELL AUTOMATION INC COMROK620$1770.02%
219ZOETIS INC CL AZTS996$1620.02%
220DEXCOM INC COMDXCM2,050$1590.02%
221UNION PAC CORP COMUNP688$1570.02%
222IRHYTHM TECHNOLOGIES INC COMIRTC1,675$1510.02%
223SCHWAB CHARLES CORP COMSCHW-PJ2,022$1500.02%
224FLYWIRE CORPORATION COM VTGFLYW7,000$1440.02%
225TEXAS INSTRS INC COM882508104734$1380.02%
226VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428583,000$1320.02%
227COCA COLA CO COMKO2,046$1270.02%
228BLACKSTONE INC COMBX709$1220.02%
229REPRISE BIOMEDICAL INC76027A90844,000$1100.02%
230NOVANTA INC COMNOVTU683$1040.01%
231RYAN SPECIALTY HOLDINGS INC CL ARYAN1,500$960.01%
232INSULET CORP COMPODD365$950.01%
233POOL CORP COMPOOL275$940.01%
234MONGODB INC CL AMDB350$810.01%
235COSTAR GROUP INC COMCSGP1,135$810.01%
236ACCENTURE PLC IRELAND SHS CLASS AACN216$760.01%
237DESCARTES SYS GROUP INC COM249906108500$570.01%
238NEOGEN CORP COMNEOG4,000$490.01%
239KIMBERLY-CLARK CORP COMKMB307$400.01%
240EVOLENT HEALTH INC CL AEVH3,000$340.00%
241ORACLE CORP COMORCL-PD58$100.00%
242TOTALENERGIES SE SPONSORED ADSTTE125$70.00%
243VORTEX ENERGY CORP COM92905D10440,000$10.00%
244BLOCK INC CL ABSQKZ7$10.00%
245NATURALSHRIMP INC COM63902N106150,000$00.00%