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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

DELAP WEALTH ADVISORY, LLC

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001725547-24-002147

Total Value
$247.4M
Positions
261
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (261)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287150152,732$17.6M7.12%
2DIMENSIONAL ETF TRUST25434V708460,397$14.7M5.94%
3MICROSOFT CORPMSFT31,332$13.2M5.33%
4ISHARES TR46435G326166,837$11.2M4.53%
5VANGUARD TAX-MANAGED FDS921943858204,061$10.2M4.14%
6APPLE INCAAPL45,669$7.8M3.16%
7DIMENSIONAL ETF TRUST25434V732256,587$6.5M2.64%
8DIMENSIONAL ETF TRUST25434V880242,417$6.2M2.49%
9APPFOLIO INCAPPF23,788$5.9M2.37%
10VANGUARD SCOTTSDALE FDS92206C70699,224$5.8M2.35%
11AMERICAN CENTY ETF TR02507280281,168$5.3M2.16%
12NVIDIA CORPORATIONNVDA5,668$5.1M2.07%
13VANGUARD BD INDEX FDS92193782758,902$4.5M1.83%
14AMAZON COM INCAMZN24,366$4.4M1.78%
15SPDR INDEX SHS FDS78463X88991,721$3.3M1.33%
16DIMENSIONAL ETF TRUST25434V781113,792$3.1M1.25%
17COSTCO WHSL CORP NEW22160K1054,160$3.0M1.23%
18ISHARES INC46434G10357,690$3.0M1.20%
19DIMENSIONAL ETF TRUST25434V80776,037$2.8M1.13%
20ISHARES TR46428866123,011$2.7M1.08%
21DIMENSIONAL ETF TRUST25434V60948,954$2.7M1.08%
22ALPHABET INCGOOG15,672$2.4M0.96%
23META PLATFORMS INCMETA4,682$2.3M0.92%
24WALMART INCWMT37,060$2.2M0.90%
25MARSH & MCLENNAN COS INC57174810210,490$2.2M0.87%
26VANGUARD INTL EQUITY INDEX F92204285848,375$2.0M0.82%
27VANGUARD INDEX FDS9229083634,009$1.9M0.78%
28AMERICAN CENTY ETF TR02507287718,626$1.7M0.71%
29VANGUARD MALVERN FDS92202080535,968$1.7M0.70%
30EA SERIES TRUST02072L53272,528$1.5M0.62%
31ALPHABET INCGOOG9,763$1.5M0.60%
32BERKSHIRE HATHAWAY INC DELBRK-A3,394$1.4M0.58%
33ELI LILLY & COLLY1,801$1.4M0.57%
34BROADCOM INCAVGO1,034$1.4M0.55%
35WELLS FARGO CO NEW94974610123,218$1.3M0.54%
36DIMENSIONAL ETF TRUST25434V86426,264$1.2M0.50%
37VANGUARD INDEX FDS9229087694,520$1.2M0.47%
38JPMORGAN CHASE & COVYLD5,595$1.1M0.45%
39EXXON MOBIL CORPXOM9,624$1.1M0.45%
40JOHNSON & JOHNSONJNJ6,822$1.1M0.44%
41STARBUCKS CORPSBUX10,903$996,4250.40%
42KROGER COKR16,799$959,7270.39%
43HOME DEPOT INCHD2,352$902,4120.36%
44VISA INCV3,228$900,7630.36%
45BANK AMERICA CORP06050510422,769$863,4050.35%
46ISHARES TR4642872001,625$854,3110.35%
47TESLA INCTSLA4,577$804,6630.33%
48SALESFORCE INCCRM2,637$794,2120.32%
49NETFLIX INCNFLX1,257$763,4140.31%
50DIMENSIONAL ETF TRUST25434V72417,664$722,4580.29%
51ISHARES TR46428723417,519$719,6810.29%
52CVS HEALTH CORPCVS8,993$717,2820.29%
53MASTERCARD INCORPORATEDMA1,479$712,2690.29%
54CITIGROUP INCC-PR11,147$704,9360.28%
55PACCAR INCPCAR5,481$679,0410.27%
56APPLIED MATLS INC0382221053,252$670,6600.27%
57NEXTERA ENERGY INCNEE-PW9,907$633,1500.26%
58DOCUSIGN INCDOCU10,399$619,2600.25%
59BOOKING HOLDINGS INCBKNG169$613,1120.25%
60GENERAL MTRS CO37045V10013,376$606,6020.25%
61PROCTER AND GAMBLE CO7427181093,685$597,9670.24%
62COCA COLA COKO9,652$590,5090.24%
63VERTIV HOLDINGS COVRT7,166$585,2470.24%
64GENERAL ELECTRIC CO3696043013,284$576,4410.23%
65ADVANCED MICRO DEVICES INCAMD3,172$572,5140.23%
66ABBVIE INCABBV3,100$564,5100.23%
67ADOBE INCADBE1,097$553,5460.22%
68UBER TECHNOLOGIES INCUBER7,154$550,7860.22%
69MARATHON PETE CORPMARA2,695$543,0430.22%
70TOLL BROTHERS INCTOL4,117$532,6160.22%
71LAM RESEARCH CORPLRCX538$522,7050.21%
72SERVICENOW INCNOW670$510,8080.21%
73PPG INDS INC6935061073,464$501,9340.20%
74AT&T INCT-PC27,939$491,7260.20%
75CROWDSTRIKE HLDGS INCCRWD1,518$486,6560.20%
76INTEL CORPINTC10,737$474,2530.19%
77ABBOTT LABSABLZF4,165$473,3410.19%
78EATON CORP PLCETN1,506$470,8960.19%
79QUALCOMM INCQCOM2,777$470,1460.19%
80AUTOZONE INCAZO149$469,5960.19%
81MERCK & CO INCMRK3,547$468,0270.19%
82FLOWSERVE CORPFLS10,211$466,4380.19%
83GODADDY INCGDDY3,896$462,3770.19%
84VALERO ENERGY CORPVLO2,701$461,0340.19%
85LENNAR CORPLEN-B2,663$457,9830.19%
86COMCAST CORP NEWCCZ10,552$457,4330.18%
87UNITEDHEALTH GROUP INCUNH910$450,2140.18%
88HUMANA INCHUM1,297$449,6960.18%
89SKECHERS U S A INC8305661057,281$446,0340.18%
90SHERWIN WILLIAMS COSHW1,280$444,5820.18%
91ROSS STORES INCROST2,998$439,9860.18%
92ULTA BEAUTY INCULTA832$435,0360.18%
93PAYPAL HLDGS INCPYPL6,462$432,8890.17%
94PEPSICO INCPEP2,462$430,9370.17%
95ALLISON TRANSMISSION HLDGS IALSN5,197$421,7890.17%
96TEXAS ROADHOUSE INCTXRH2,728$421,3940.17%
97THE CIGNA GROUP1255231001,116$405,3200.16%
98PULTE GROUP INC7458671013,330$401,6650.16%
99DRAFTKINGS INC NEWDKNG8,768$398,1550.16%
100CENTENE CORP DELCNC5,021$394,0480.16%
101NIKE INCNKE4,181$392,9700.16%
102VANGUARD INTL EQUITY INDEX F9220427423,554$392,7170.16%
103DISNEY WALT CO2546871063,208$392,5310.16%
104CROCS INCCROX2,709$389,5540.16%
105CONSOLIDATED EDISON INCED4,262$387,0320.16%
106NEUROCRINE BIOSCIENCES INCNBIX2,796$385,6240.16%
107BAKER HUGHES COMPANYBKR11,441$383,2740.15%
108CAESARS ENTERTAINMENT INC NE12769G1008,734$382,0250.15%
109GATES INDL CORP PLCG3910810821,418$379,3130.15%
110MEDPACE HLDGS INCMEDP936$378,2840.15%
111TRAVEL PLUS LEISURE CO8941641027,725$378,2160.15%
112VERIZON COMMUNICATIONS INCVZ8,966$376,2130.15%
113ISHARES TR4642881583,565$373,3620.15%
114ISHARES TR4642888776,863$373,3570.15%
115RTX CORPORATIONRTX3,820$372,5650.15%
116PALO ALTO NETWORKS INCPANW1,311$372,4940.15%
117VANGUARD STAR FDS9219097686,166$371,8290.15%
118ORACLE CORPORCL-PD2,913$365,9340.15%
119CHEVRON CORP NEWCVX2,286$360,5420.15%
120AXIS CAP HLDGS LTDG0692U1095,465$355,3340.14%
121DIMENSIONAL ETF TRUST25434V65813,884$354,4590.14%
122LAS VEGAS SANDS CORPLVS6,855$354,4040.14%
123BOEING COBA-PA1,829$352,9790.14%
124LINDE PLCLIN759$352,4190.14%
125TRAVELERS COMPANIES INCTRV1,526$351,1940.14%
126ISHARES TR4642871011,415$350,0850.14%
127THERMO FISHER SCIENTIFIC INCTMO599$348,1450.14%
128DANAHER CORPORATION2358511021,393$347,8600.14%
129VANGUARD INDEX FDS9229086521,952$342,1270.14%
130COLGATE PALMOLIVE COCL3,799$342,1000.14%
131NNN REIT INCNNN7,880$336,7820.14%
1323M COMMM3,159$335,0750.14%
133AMGEN INCAMGN1,177$334,6770.14%
134CARDINAL HEALTH INCCAH2,932$328,0910.13%
135PROSPERITY BANCSHARES INCPB4,982$327,7160.13%
136DICKS SPORTING GOODS INC2533931021,456$327,3960.13%
137WYNN RESORTS LTDWYNN3,201$327,2380.13%
138SCHWAB CHARLES CORPSCHW-PJ4,498$325,3850.13%
139KLA CORPKLAC462$322,7390.13%
140REPUBLIC SVCS INC7607591001,679$321,4280.13%
141WORKDAY INCWDAY1,175$320,4810.13%
142CROWN CASTLE INCCCI3,015$319,0770.13%
143FISERV INCFISV1,990$318,0420.13%
144FIVE BELOW INCFIVE1,745$316,5080.13%
145CINCINNATI FINL CORP1720621012,543$315,7640.13%
146CHUBB LIMITEDCB1,213$314,3250.13%
147BLOCK H & R INCBSQKZ6,398$314,1990.13%
148JOHNSON CTLS INTL PLCG515021054,692$306,4810.12%
149CISCO SYS INCCSCO6,132$306,0400.12%
150EDWARDS LIFESCIENCES CORPEW3,196$305,4100.12%
151MEDTRONIC PLCMDT3,479$303,1950.12%
152SYNCHRONY FINANCIALSYF-PB6,986$301,2360.12%
153GENUINE PARTS COGPC1,919$297,3110.12%
154VERTEX PHARMACEUTICALS INCVRTX709$296,3690.12%
155OWENS CORNING NEWOC1,749$291,7330.12%
156INTERNATIONAL PAPER CO4601461037,437$290,1920.12%
157UNION PAC CORPUNP1,175$289,0300.12%
158WESTERN UN COWU20,657$288,7850.12%
159MCDONALDS CORPMCD1,022$288,2200.12%
160TD SYNNEX CORPORATIONSNX2,545$287,8400.12%
161CITIZENS FINL GROUP INCCIA7,899$286,6550.12%
162BRISTOL-MYERS SQUIBB COCELG-RI5,280$286,3280.12%
163TRIPADVISOR INCTRIP10,253$284,9310.12%
164FIDELITY NATL INFORMATION SV31620M1063,841$284,9250.12%
165CSX CORPCSX7,669$284,2900.11%
166PURE STORAGE INC74624M1025,463$284,0210.11%
167ROLLINS INCROL6,138$284,0050.11%
168CATERPILLAR INCCAT768$281,4480.11%
169OLLIES BARGAIN OUTLET HLDGS6811161093,529$280,8030.11%
170SPDR S&P MIDCAP 400 ETF TRMDY503$279,8690.11%
171ACCENTURE PLC IRELANDACN790$273,8220.11%
172SYSCO CORPSYY3,368$273,4140.11%
173INCYTE CORPINCY4,733$269,6390.11%
174VANGUARD SCOTTSDALE FDS92206C7301,130$269,3020.11%
175MCCORMICK & CO INCMKC-V3,502$269,0250.11%
176CONOCOPHILLIPSCOP2,101$267,4150.11%
177INTERCONTINENTAL EXCHANGE IN45866F1041,941$266,7520.11%
178GENERAL DYNAMICS CORPGD944$266,6710.11%
179ELEVANCE HEALTH INCELV514$266,5300.11%
180ALTRIA GROUP INCMO6,095$265,8500.11%
181ATRICURE INCATRC8,708$264,8970.11%
182ISHARES TR4642875074,359$264,7930.11%
183MCKESSON CORPMCK493$264,6670.11%
184MONDELEZ INTL INC6092071053,772$264,0400.11%
185PIMCO ETF TR72201R2055,108$263,0620.11%
186UNITED THERAPEUTICS CORP DELUTHR1,127$258,8940.10%
187CHIPOTLE MEXICAN GRILL INCCMG89$258,7030.10%
188TJX COS INC NEW8725401092,538$257,4040.10%
189DIMENSIONAL ETF TRUST25434V4014,508$256,8540.10%
190AMERICAN EXPRESS COAXP1,121$255,2400.10%
191EVERGY INCEVRG4,756$253,8750.10%
192VANGUARD INTL EQUITY INDEX F9220427754,318$253,2510.10%
193HUBSPOT INCHUBS404$253,1300.10%
194BOSTON SCIENTIFIC CORPBSX3,683$252,2490.10%
195INTUITINTU387$251,5500.10%
196AMPHENOL CORP NEW0320951012,172$250,5400.10%
197MOLSON COORS BEVERAGE COTAP-A3,721$250,2370.10%
198INTERNATIONAL BUSINESS MACHSINTR1,309$249,9320.10%
199HARTFORD FINL SVCS GROUP INCHIG-PG2,419$249,2780.10%
200CHENIERE ENERGY INCLNG1,537$247,8870.10%
201CLOROX CO DELCLX1,614$247,1200.10%
202FIRST HORIZON CORPORATIONFHN-PH15,757$242,6580.10%
203PARKER-HANNIFIN CORPPH436$242,3240.10%
204GROCERY OUTLET HLDG CORPGO8,406$241,9250.10%
205NUTANIX INCNTNX3,899$240,6460.10%
206HEALTHPEAK PROPERTIES INCDOC12,711$238,3310.10%
207UNUM GROUPUNMA4,438$238,1430.10%
208ORGANON & COOGN12,666$238,1210.10%
209BUILDERS FIRSTSOURCE INCBLDR1,140$237,7470.10%
210DIMENSIONAL ETF TRUST25434V7998,867$237,1920.10%
211DUKE ENERGY CORP NEWDUKB2,442$236,1660.10%
212EOG RES INCEOG1,843$235,6090.10%
213FORTIVE CORPFTV2,726$234,4910.09%
214HUNTINGTON INGALLS INDS INC446413106794$231,4270.09%
215MONOLITHIC PWR SYS INC609839105339$229,6450.09%
216FIRST CTZNS BANCSHARES INC N31946M103140$228,9000.09%
217WABTEC9297401081,569$228,5720.09%
218CADENCE DESIGN SYSTEM INCCDNS728$226,6120.09%
219NORTHERN TR CORPNTRSO2,542$226,0350.09%
220PHILIP MORRIS INTL INC7181721092,459$225,2940.09%
221MARTIN MARIETTA MATLS INC573284106360$221,0180.09%
222ISHARES TR4642874572,697$220,5610.09%
223OVINTIV INCOVV4,205$218,2400.09%
224CLEVELAND-CLIFFS INC NEWCLF9,595$218,1900.09%
225AMERICAN ELEC PWR CO INC0255371012,527$217,5750.09%
226GOLDMAN SACHS GROUP INCGSCE516$215,5280.09%
227STRYKER CORPORATIONSYK599$214,3410.09%
228EXELIXIS INCEXEL9,025$214,1630.09%
229SNOWFLAKE INCSNOW1,321$213,4740.09%
230ZIMMER BIOMET HOLDINGS INCZBH1,610$212,4880.09%
231FLEXSHARES TRFLEX3,200$210,9120.09%
232APPLOVIN CORPAPP3,042$210,5670.09%
233BLACKSTONE INCBX1,601$210,3460.09%
234FORTINET INCFTNT3,076$210,1220.08%
235ARISTA NETWORKS INCANET720$208,7860.08%
236ISHARES TR46434VBG48,320$208,4160.08%
237ISHARES TR46434VBD18,350$207,1640.08%
238ALIGN TECHNOLOGY INCALGN631$206,9180.08%
239METLIFE INCMET-PF2,777$205,8030.08%
240S&P GLOBAL INCSPGI483$205,4520.08%
241DISCOVER FINL SVCS2547091081,562$204,7630.08%
242AUTOMATIC DATA PROCESSING INADP818$204,3490.08%
243EMCOR GROUP INCEME582$203,8160.08%
244ISHARES TR46435GAA08,542$203,7270.08%
245NASDAQ INCNDAQ3,215$202,8670.08%
246ESSENTIAL UTILS INC29670G1025,462$202,3540.08%
247ISHARES TR46435UAA98,498$202,2520.08%
248TRUIST FINL CORP89832Q1095,180$201,9160.08%
249EVEREST GROUP LTDEG506$201,1350.08%
250SUPER MICRO COMPUTER INCSMCI199$200,9960.08%
251MANHATTAN ASSOCIATES INCMANH800$200,1840.08%
252ENERGY TRANSFER L PET-PI12,461$196,0130.08%
253RIVIAN AUTOMOTIVE INCRIVN16,553$181,2550.07%
254ADT INC DELADT21,949$147,4970.06%
255MARAVAI LIFESCIENCES HLDGS IMARA12,207$105,8350.04%
256PLAYTIKA HLDG CORPPLTK11,931$84,1140.03%
257PETCO HEALTH & WELLNESS CO IWOOF21,523$49,0720.02%
258ATARA BIOTHERAPEUTICS INCATRA41,533$28,8240.01%
259RING ENERGY INCREI13,681$26,8150.01%
260FIBROGEN INC31572Q80811,406$26,8040.01%
261AMERICAN WELL CORPAMWL12,158$9,8560.00%