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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

Steward Financial Group LLC

Quarter ended Q3 2023 · Filed August 7, 2023 · Accession 0001725888-23-000005

Total Value
$312,971
Positions
392
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (392)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46434V8601,746,902$88,51528.28%
2DIMENSIONAL ETF TRUST25434V7082,860,837$77,67124.82%
3INNOVATOR ETFS TRINHD663,801$20,4386.53%
4DIMENSIONAL ETF TRUST25434V724551,182$19,0156.08%
5DIMENSIONAL ETF TRUST25434V799654,270$15,8795.07%
6DIMENSIONAL ETF TRUST25434V609310,573$14,4074.60%
7DIMENSIONAL ETF TRUST25434V732428,628$10,3083.29%
8DIMENSIONAL ETF TRUST25434V781288,330$6,8192.18%
9INNOVATOR ETFS TRINHD137,180$4,4871.43%
10DIMENSIONAL ETF TRUST25434V823151,988$3,2701.04%
11DIMENSIONAL ETF TRUST25434V83199,154$2,6310.84%
12INNOVATOR ETFS TRINHD83,927$2,6180.84%
13APPLE INCAAPL11,727$2,2740.73%
14VANGUARD BD INDEX FDS92193781929,704$2,2340.71%
15JPMORGAN CHASE & COVYLD13,558$1,9710.63%
16INNOVATOR ETFS TRINHD57,030$1,9080.61%
17INNOVATOR ETFS TRINHD54,014$1,8450.59%
18INNOVATOR ETFS TRINHD41,785$1,4160.45%
19VANGUARD INDEX FDS92290855316,753$1,3990.45%
20MICROSOFT CORPMSFT3,802$1,2940.41%
21INNOVATOR ETFS TRINHD36,120$1,2020.38%
22INNOVATOR ETFS TRINHD31,318$1,0630.34%
23INNOVATOR ETFS TRINHD25,335$8500.27%
24UNITEDHEALTH GROUP INCUNH1,672$8030.26%
25SPDR S&P 500 ETF TRSPY1,676$7420.24%
26INTERNATIONAL BUSINESS MACHSINTR5,252$7020.22%
27AMAZON COM INCAMZN5,333$6950.22%
28LOCKHEED MARTIN CORPLMT1,496$6880.22%
29PEPSICO INCPEP3,128$5790.19%
30VANGUARD INDEX FDS9229083631,362$5540.18%
31INNOVATOR ETFS TRINHD17,842$5320.17%
32TRIUMPH FINANCIAL INCTFIN-P8,732$5300.17%
33HENRY JACK & ASSOC INC4262811013,136$5240.17%
34ALPHABET INCGOOG4,061$4910.16%
35OMNICELL COMOMCL6,499$4780.15%
36TRAVELERS COMPANIES INCTRV2,724$4730.15%
37SOUTHWEST AIRLS CO84474110812,955$4690.15%
38AFLAC INCAFL6,634$4630.15%
39TESLA INCTSLA1,759$4600.15%
40PHILIP MORRIS INTL INC7181721094,399$4290.14%
41ALPHABET INCGOOG3,293$3940.13%
42INNOVATOR ETFS TRINHD12,192$3860.12%
43INNOVATOR ETFS TRINHD10,721$3830.12%
44MONDELEZ INTL INC6092071055,144$3750.12%
45INNOVATOR ETFS TRINHD10,403$3510.11%
46DIAMONDBACK ENERGY INCFANG2,647$3470.11%
47SELECT SECTOR SPDR TR81369Y8031,952$3390.11%
48CONOCOPHILLIPSCOP3,209$3320.11%
49FISERV INCFISV2,638$3320.11%
50HOME DEPOT INCHD1,044$3240.10%
51BERKSHIRE HATHAWAY INC DELBRK-A919$3130.10%
52AMGEN INCAMGN1,370$3040.10%
53META PLATFORMS INCMETA959$2750.09%
54ISHARES TR4642871502,805$2740.09%
55ALTRIA GROUP INCMO5,734$2590.08%
56TYLER TECHNOLOGIES INCTYL588$2450.08%
57VANGUARD INDEX FDS9229087691,101$2420.08%
58PROCTER AND GAMBLE CO7427181091,580$2390.08%
59GOLDMAN SACHS GROUP INCGSCE716$2300.07%
60MASTERCARD INCORPORATEDMA582$2280.07%
61EOG RES INCEOG1,955$2230.07%
62REGIONS FINANCIAL CORP NEWRF-PF12,310$2190.07%
63EXXON MOBIL CORPXOM1,959$2100.07%
64ACCENTURE PLC IRELANDACN644$1980.06%
65VISA INCV797$1890.06%
66JOHNSON & JOHNSONJNJ1,131$1870.06%
67NVIDIA CORPORATIONNVDA431$1820.06%
68CATERPILLAR INCCAT741$1820.06%
69DIMENSIONAL ETF TRUST25434V1045,845$1810.06%
70INNOVATOR ETFS TRINHD5,380$1800.06%
71VANGUARD WORLD FDS92204A702378$1670.05%
72COSTCO WHSL CORP NEW22160K105309$1660.05%
73PROSPERITY BANCSHARES INCPB2,932$1650.05%
74BANK AMERICA CORP0605051045,578$1600.05%
75YUM BRANDS INCYUM1,093$1510.05%
76J P MORGAN EXCHANGE TRADED F46641Q2252,438$1490.05%
77DIMENSIONAL ETF TRUST25434V8806,189$1440.05%
78SAFEHOLD INCSAFE6,066$1430.05%
79CHUBB LIMITEDCB735$1410.05%
80UNIVERSAL DISPLAY CORPOLED955$1370.04%
81PRICE T ROWE GROUP INCTROW1,182$1320.04%
82PIONEER NAT RES CO723787107640$1320.04%
83LILLY ELI & COLLY282$1320.04%
84UNION PAC CORPUNP645$1310.04%
85MERCK & CO INCMRK1,070$1230.04%
86UNITIL CORPUTL2,425$1220.04%
87TAIWAN SEMICONDUCTOR MFG LTD8740391001,192$1200.04%
88PHILLIPS 66PSX1,249$1190.04%
89LINDE PLCLIN297$1130.04%
90VANGUARD INDEX FDS922908538551$1130.04%
91INNOVATOR ETFS TRINHD3,469$1070.03%
92DEERE & CODE254$1020.03%
93VANGUARD INDEX FDS922908744707$1000.03%
94DIMENSIONAL ETF TRUST25434V2033,671$1000.03%
95AMERICAN AIRLS GROUP INC02376R1025,583$1000.03%
96BROADCOM INCAVGO110$950.03%
97AUTODESK INCADSK459$930.03%
98TEXAS INSTRS INC882508104503$900.03%
99LOWES COS INC548661107403$900.03%
100STAR HLDGSSTHO5,666$830.03%
101WALMART INCWMT532$830.03%
102COMCAST CORP NEWCCZ2,000$830.03%
103NEXTERA ENERGY INCNEE-PW1,118$820.03%
104STRYKER CORPORATIONSYK261$790.03%
105ISHARES TR46436E8823,149$780.02%
106ISHARES TR46436E8743,254$770.02%
107PROSHARES TR74347X7991,864$770.02%
108ISHARES TR46436E8663,316$760.02%
109ISHARES TR46436E8583,377$760.02%
110ISHARES TR46436E8413,436$760.02%
111ZOETIS INCZTS426$730.02%
112ABBVIE INCABBV543$730.02%
113CHEVRON CORP NEWCVX469$730.02%
114NETFLIX INCNFLX167$730.02%
115TEXAS PACIFIC LAND CORPORATITPL56$730.02%
116BRUNSWICK CORPBC-PC810$700.02%
117SELECT SECTOR SPDR TR81369Y209526$690.02%
118SPDR GOLD TRGLD388$690.02%
119SELECT SECTOR SPDR TR81369Y308919$680.02%
120UNITED PARCEL SERVICE INCUPS375$670.02%
121ISHARES SILVER TRSLV3,096$640.02%
122TRIMBLE INCTRMB1,184$620.02%
123INTERCONTINENTAL EXCHANGE IN45866F104550$620.02%
124BRISTOL-MYERS SQUIBB COCELG-RI961$610.02%
125ECOLAB INCECL331$610.02%
126AUTOMATIC DATA PROCESSING INADP280$610.02%
127STARBUCKS CORPSBUX609$600.02%
128ABBOTT LABSABLZF544$590.02%
129BLACK STONE MINERALS L PBSMLP3,692$580.02%
130WELLS FARGO CO NEW9497461011,363$580.02%
131KRAFT HEINZ COKHC1,594$560.02%
132MARATHON PETE CORPMARA484$560.02%
133ROCKWELL AUTOMATION INCROK166$540.02%
134RAYTHEON TECHNOLOGIES CORPRTX561$540.02%
135WATERS CORP941848103205$540.02%
1362ND VOTE FDS81386P1081,626$540.02%
137ELEVANCE HEALTH INCELV121$530.02%
138STEEL DYNAMICS INCSTLD487$530.02%
139AIR PRODS & CHEMS INCAIIR178$530.02%
140NIKE INCNKE469$510.02%
141BAUSCH HEALTH COS INC0717341076,400$510.02%
142S&P GLOBAL INCSPGI129$510.02%
143INVESCO EXCHANGE TRADED FD TIVZ325$490.02%
144ANALOG DEVICES INCADI252$490.02%
145VERIZON COMMUNICATIONS INCVZ1,340$490.02%
146CISCO SYS INCCSCO947$480.02%
147EATON CORP PLCETN236$470.02%
148DOW INCDOW898$470.02%
149AMPHENOL CORP NEW032095101556$470.02%
150PROGRESSIVE CORP743315103350$460.01%
151ASTRAZENECA PLCAZN640$450.01%
152WASTE MGMT INC DEL94106L109261$450.01%
153ORACLE CORPORCL-PD385$450.01%
154ADOBE SYSTEMS INCORPORATEDADBE93$450.01%
155ISHARES TR464287440471$450.01%
156THE CIGNA GROUP125523100157$440.01%
157HONEYWELL INTL INC438516106215$440.01%
158COCA COLA COKO741$440.01%
159SHOPIFY INCSHOP688$440.01%
160VERTEX PHARMACEUTICALS INCVRTX123$430.01%
161PFIZER INCPFE1,189$430.01%
162PAYCHEX INCPAYX388$430.01%
163DISNEY WALT CO254687106478$420.01%
164COMSTOCK RES INCLODE3,625$420.01%
165VANGUARD INDEX FDS922908637206$410.01%
166DIMENSIONAL ETF TRUST25434V3021,724$400.01%
167MORGAN STANLEYMS-PQ480$400.01%
168NXP SEMICONDUCTORS N VNXPI198$400.01%
169CORTEVA INCCTVA699$400.01%
170ASML HOLDING N VASMLF55$390.01%
171MOTOROLA SOLUTIONS INCMSI133$390.01%
172ILLINOIS TOOL WKS INC452308109159$390.01%
173VANGUARD INDEX FDS922908736135$380.01%
174CSX CORPCSX1,125$380.01%
175QUALCOMM INCQCOM312$370.01%
176NOVO-NORDISK A SNONOF232$370.01%
177AUTOZONE INCAZO15$370.01%
178TOTALENERGIES SETTE639$360.01%
179CULLEN FROST BANKERS INCCFR-PB334$350.01%
180LPL FINL HLDGS INC50212V100164$350.01%
181MONSTER BEVERAGE CORP NEWMNST620$350.01%
182VANGUARD BD INDEX FDS921937827465$350.01%
183ISHARES TR464287309496$340.01%
184FIRST FINL BANKSHARES INC32020R1091,212$340.01%
185MGP INGREDIENTS INC NEWMGPI326$340.01%
186VANGUARD BD INDEX FDS921937835463$330.01%
187LAM RESEARCH CORPLRCX50$320.01%
1882ND VOTE FDS81386P306906$320.01%
189REGENERON PHARMACEUTICALSREGN45$320.01%
190INTEL CORPINTC955$310.01%
191APPLIED MATLS INC038222105216$310.01%
192GILEAD SCIENCES INCGILD408$310.01%
193INVESCO EXCHANGE TRADED FD TIVZ556$300.01%
194LYONDELLBASELL INDUSTRIES NLYB317$290.01%
195WILLIAMS COS INC969457100903$290.01%
196CDW CORPCDW160$290.01%
197AMERICAN EXPRESS COAXP171$290.01%
198BRITISH AMERN TOB PLC110448107856$280.01%
199THE TRADE DESK INC88339J105366$280.01%
200EDGEWELL PERS CARE CO28035Q102694$280.01%
201PAYPAL HLDGS INCPYPL407$270.01%
202KNIGHT-SWIFT TRANSN HLDGS IN499049104502$270.01%
203CENTENE CORP DELCNC407$270.01%
204CUMMINS INCCMI114$270.01%
205PRINCIPAL FINANCIAL GROUP INPFG360$270.01%
206ISHARES TR464287887240$270.01%
207ENBRIDGE INCENNPF719$260.01%
208ISHARES TR464287507100$260.01%
209AECOMACM315$260.01%
210GENERAL ELECTRIC CO369604301238$260.01%
211TJX COS INC NEW872540109315$260.01%
212SABRE CORPSABR8,108$250.01%
213VALERO ENERGY CORPVLO214$250.01%
214ABRDN GOLD ETF TRUST00326A1041,371$250.01%
215ADVANCED MICRO DEVICES INCAMD226$250.01%
216AT&T INCT-PC1,614$250.01%
217DECKERS OUTDOOR CORPDECK48$250.01%
218MATADOR RES COMTDR483$250.01%
219OCCIDENTAL PETE CORP674599105429$250.01%
220AMERICAN ELEC PWR CO INC025537101307$250.01%
221MICRON TECHNOLOGY INCMU385$240.01%
222BLOCK INCBSQKZ371$240.01%
223TEGNA INC87901J1051,500$240.01%
224ABB LTDABLZF626$240.01%
225VANGUARD INTL EQUITY INDEX F922042858575$230.01%
226BOEING COBA-PA110$230.01%
227NUCOR CORPNUE144$230.01%
228MCDONALDS CORPMCD75$220.01%
229ADAMS DIVERSIFIED EQUITY FD0062121041,350$220.01%
230D R HORTON INC23331A109188$220.01%
231DUPONT DE NEMOURS INCDD315$220.01%
232GRAINGER W W INC38480210429$220.01%
233KROGER COKR480$220.01%
234UNITED RENTALS INCURI51$220.01%
235SELECT SECTOR SPDR TR81369Y605680$220.01%
236MEDTRONIC PLCMDT240$210.01%
237MARRIOTT INTL INC NEW571903202117$210.01%
238SALESFORCE INCCRM100$210.01%
239KIMBERLY-CLARK CORPKMB153$210.01%
240CARRIER GLOBAL CORPORATIONCARR442$210.01%
241KAYNE ANDERSON NEXTGEN ENRGY48661E1082,900$200.01%
242HESS CORPHESM152$200.01%
243ON SEMICONDUCTOR CORPON215$200.01%
244PACCAR INCPCAR244$200.01%
245PARKER-HANNIFIN CORPPH52$200.01%
246ISHARES TR46428720047$200.01%
247NORTHROP GRUMMAN CORPNOC45$200.01%
248METLIFE INCMET-PF367$200.01%
249INTERNATIONAL FLAVORS&FRAGRA459506101253$200.01%
250NVR INCNVR3$190.01%
251UNILEVER PLCUNLYF373$190.01%
252DANAHER CORPORATION23585110283$190.01%
253CHIPOTLE MEXICAN GRILL INCCMG9$190.01%
254KLA CORPKLAC39$180.01%
255BIOGEN INCBIIB66$180.01%
256BOOKING HOLDINGS INCBKNG7$180.01%
257BUILDERS FIRSTSOURCE INCBLDR135$180.01%
258CVS HEALTH CORPCVS263$180.01%
259DEVON ENERGY CORP NEW25179M103375$180.01%
260INTUITINTU40$180.01%
261MICROCHIP TECHNOLOGY INC.MCHPP201$180.01%
262SOUTHERN COSOMN269$180.01%
263SCHLUMBERGER LTDSLB384$180.01%
264FEDEX CORPFDX70$170.01%
265INTUITIVE SURGICAL INCISRG52$170.01%
266CITIGROUP INCC-PR372$170.01%
267YUM CHINA HLDGS INCYUMC306$170.01%
268SHERWIN WILLIAMS COSHW67$170.01%
269GARTNER INCIT51$170.01%
270BOOZ ALLEN HAMILTON HLDG CORBAH157$170.01%
271AMERIPRISE FINL INC03076C10654$170.01%
272DISCOVER FINL SVCS254709108152$170.01%
273SAP SESAPGF122$160.01%
274TRANE TECHNOLOGIES PLCTT84$160.01%
275DUKE ENERGY CORP NEWDUKB186$160.01%
276VERISK ANALYTICS INCVRSK72$160.01%
277PULTE GROUP INC745867101210$160.01%
278OMNICOM GROUP INCOMC173$160.01%
279LULULEMON ATHLETICA INCLULU43$160.01%
280HUBBELL INCHUBB50$160.01%
281CINTAS CORPCTAS33$160.01%
282GENMAB A/SGNMSF416$150.00%
283ANHEUSER BUSCH INBEV SA/NVBUDFF271$150.00%
284AON PLCAON46$150.00%
285STMICROELECTRONICS N VSTMEF303$150.00%
286SERVICENOW INCNOW28$150.00%
287OLD DOMINION FREIGHT LINE INODFL42$150.00%
288MSCI INCMSCI33$150.00%
289MOODYS CORPMCO46$150.00%
290IDEXX LABS INC45168D10431$150.00%
291FIRST SOLAR INCFSLR82$150.00%
292FASTENAL COFAST265$150.00%
293BLACKROCK INCBLK22$150.00%
294CROWDSTRIKE HLDGS INCCRWD105$150.00%
295COPART INCCPRT171$150.00%
296HOLOGIC INCHOLX174$140.00%
297FREEPORT-MCMORAN INCFCX360$140.00%
298HOWMET AEROSPACE INCHWM288$140.00%
299MARSH & MCLENNAN COS INC57174810277$140.00%
300MCKESSON CORPMCK35$140.00%
301NORFOLK SOUTHN CORP65584410863$140.00%
302PNC FINL SVCS GROUP INC693475105119$140.00%
303ROSS STORES INCROST128$140.00%
304T-MOBILE US INCTMUSZ105$140.00%
305WALGREENS BOOTS ALLIANCE INC931427108501$140.00%
306ISHARES TR464288240286$140.00%
307EDWARDS LIFESCIENCES CORPEW151$140.00%
308LENNAR CORPLEN-B111$130.00%
309HDFC BANK LTDHDB189$130.00%
310ARCH CAP GROUP LTDG0450A105187$130.00%
311DELTA AIR LINES INC DELDAL286$130.00%
312AMERICAN INTL GROUP INC026874784235$130.00%
313TRUIST FINL CORP89832Q109443$130.00%
314TFI INTL INC87241L109115$130.00%
315REPUBLIC SVCS INC76075910089$130.00%
316RELIANCE STEEL & ALUMINUM CORS49$130.00%
317PENSKE AUTOMOTIVE GRP INC70959W10380$130.00%
318KELLOGG COBEKE197$130.00%
319JABIL INCJBL127$130.00%
320HUNT J B TRANS SVCS INC44565810774$130.00%
321HERSHEY COHSY53$130.00%
322GENERAL MLS INC370334104175$130.00%
323FLEETCOR TECHNOLOGIES INC33904110555$130.00%
324DOLLAR TREE INCDLTR92$130.00%
325CONAGRA BRANDS INCCAG405$130.00%
326CLOROX CO DELCLX86$130.00%
327FORD MTR CO DEL345370860848$120.00%
328US BANCORP DELUSB-PS388$120.00%
329BCE INCBCPPF284$120.00%
330SEABRIDGE GOLD INCSA1,000$120.00%
331PPG INDS INC69350610782$120.00%
332OWENS CORNING NEWOC96$120.00%
333NORDSON CORPNDSN49$120.00%
334MANHATTAN ASSOCIATES INCMANH61$120.00%
335LAMB WESTON HLDGS INCLW113$120.00%
336INTERPUBLIC GROUP COS INCINTR333$120.00%
337HILTON WORLDWIDE HLDGS INCHLT86$120.00%
338HARTFORD FINL SVCS GROUP INCHIG-PG170$120.00%
339GALLAGHER ARTHUR J & CO36357610958$120.00%
340AGILENT TECHNOLOGIES INCA100$120.00%
341AMERISOURCEBERGEN CORPCOR60$110.00%
342NATIONAL GRID PLCNMPWP170$110.00%
343FLEX LTDFLEX423$110.00%
344VOYA FINANCIAL INCVOYA-PB157$110.00%
345UNITED AIRLS HLDGS INCUNTCW209$110.00%
346TRACTOR SUPPLY COTSCO52$110.00%
347OREILLY AUTOMOTIVE INC67103H10712$110.00%
348MOLINA HEALTHCARE INCMOH37$110.00%
349KINSALE CAP GROUP INC49714P10832$110.00%
350KEYSIGHT TECHNOLOGIES INCKEYS68$110.00%
351GENUINE PARTS COGPC66$110.00%
352GENERAL DYNAMICS CORPGD53$110.00%
353EXPEDITORS INTL WASH INC30213010996$110.00%
354ENTEGRIS INCENTG104$110.00%
355DARDEN RESTAURANTS INCDRI66$110.00%
356CLEVELAND-CLIFFS INC NEWCLF693$110.00%
357CARDINAL HEALTH INCCAH117$110.00%
358BEST BUY INCBBY140$110.00%
359APOLLO GLOBAL MGMT INC03769M106146$110.00%
360SONY GROUP CORPORATIONSNEJF132$110.00%
361ALLSTATE CORPALL-PJ102$110.00%
362QUANTA SVCS INC74762E10253$100.00%
363SPDR S&P MIDCAP 400 ETF TRMDY22$100.00%
364SEA LTDSE184$100.00%
365TE CONNECTIVITY LTDTEL74$100.00%
366AMCOR PLCAMCCF1,102$100.00%
367CARNIVAL CORPCUKPF555$100.00%
368UNUM GROUPUNMA225$100.00%
369TRANSDIGM GROUP INCTDG12$100.00%
370TORO COTORO102$100.00%
371TECHNIPFMC PLCFTI634$100.00%
372TC ENERGY CORPTRPRF264$100.00%
373SUPER MICRO COMPUTER INCSMCI41$100.00%
374RPM INTL INC749685103114$100.00%
375NEWMONT CORPNEMCL247$100.00%
376MERCADOLIBRE INCMELI9$100.00%
377LITHIA MTRS INC53679710334$100.00%
378KOSMOS ENERGY LTDKOS1,726$100.00%
379INGERSOLL RAND INCIR160$100.00%
380EQUIFAX INCEFX44$100.00%
381EQT CORPEQT251$100.00%
382EBAY INC.EBAY227$100.00%
383EAGLE MATLS INC26969P10857$100.00%
384DOMINION ENERGY INCD196$100.00%
385CME GROUP INCCME54$100.00%
386CAPITAL ONE FINL CORP14040H10598$100.00%
387AUTONATION INCAN65$100.00%
388ARROW ELECTRS INC04273510073$100.00%
389AMETEK INCAME66$100.00%
3903M COMMM109$100.00%
391UNIVERSAL HLTH SVCS INC91390310069$100.00%
392ISHARES TR464287432106$100.00%