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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

Strategic Investment Advisors / MI

Quarter ended Q1 2024 · Filed April 23, 2024 · Accession 0001754960-24-000169

Total Value
$779.3M
Positions
241
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (241)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363121,262$58.3M7.48%
2VANGUARD INDEX FDS922908736125,843$43.3M5.56%
3VANGUARD TAX-MANAGED FDS921943858849,308$42.6M5.47%
4ISHARES TR464287457500,785$41.0M5.26%
5VANGUARD WORLD FD921910816125,052$35.8M4.60%
6VANGUARD INDEX FDS922908744219,617$35.8M4.59%
7ISHARES TR46432F842399,534$29.7M3.81%
8VANGUARD WORLD FD921910840234,342$28.0M3.59%
9MICROSOFT CORPMSFT34,651$14.6M1.87%
10SPDR SER TR78468R663157,296$14.4M1.85%
11APPLE INCAAPL84,022$14.4M1.85%
12VANGUARD INTL EQUITY INDEX F922042858336,722$14.1M1.80%
13ISHARES TR464287432143,273$13.6M1.74%
14VANGUARD INDEX FDS92290875159,203$13.5M1.74%
15ISHARES INC46434G103240,910$12.4M1.60%
16VANGUARD INDEX FDS92290861159,269$11.4M1.46%
17INVESCO EXCH TRADED FD TR IIIVZ499,599$10.6M1.36%
18ISHARES TR464288281116,991$10.5M1.35%
19ISHARES TR464288513129,976$10.1M1.30%
20ISHARES TR464288646194,687$10.0M1.28%
21VANGUARD INDEX FDS92290851261,893$9.6M1.24%
22NVIDIA CORPORATIONNVDA10,549$9.5M1.22%
23VANGUARD INDEX FDS92290865252,258$9.2M1.18%
24VANGUARD CHARLOTTE FDS92203J407182,512$9.0M1.15%
25VANGUARD INDEX FDS92290853836,404$8.6M1.10%
26ALPHABET INCGOOG53,536$8.1M1.04%
27AMAZON COM INCAMZN43,380$7.8M1.00%
28META PLATFORMS INCMETA14,618$7.1M0.91%
29VANGUARD SCOTTSDALE FDS92206C771150,033$6.8M0.88%
30BROADCOM INCAVGO4,915$6.5M0.84%
31ISHARES TR46429B267274,100$6.2M0.80%
32ISHARES TR46432F39628,171$5.3M0.68%
33ISHARES TR46428762216,974$4.9M0.63%
34VANGUARD INDEX FDS92290859518,078$4.7M0.60%
35BUILDERS FIRSTSOURCE INCBLDR22,140$4.6M0.59%
36PROCTER AND GAMBLE CO74271810928,243$4.6M0.59%
37CISCO SYS INCCSCO91,627$4.6M0.59%
38VANGUARD INDEX FDS92290862916,773$4.2M0.54%
39GILEAD SCIENCES INCGILD56,164$4.1M0.53%
40ISHARES TR46428862077,884$4.0M0.51%
41VANGUARD BD INDEX FDS92193782751,466$3.9M0.51%
42MARSH & MCLENNAN COS INC57174810215,736$3.2M0.42%
43ISHARES INC46428650978,584$3.0M0.39%
44PIMCO ETF TR72201R83329,857$3.0M0.39%
45JPMORGAN CHASE & COVYLD14,148$2.8M0.36%
46COMCAST CORP NEWCCZ64,293$2.8M0.36%
47CADENCE DESIGN SYSTEM INCCDNS8,615$2.7M0.34%
48AMGEN INCAMGN9,409$2.7M0.34%
49VERTEX PHARMACEUTICALS INCVRTX5,979$2.5M0.32%
50PFIZER INCPFE85,489$2.4M0.30%
51VANGUARD INTL EQUITY INDEX F92204271820,260$2.4M0.30%
52ALTRIA GROUP INCMO53,490$2.3M0.30%
53KLA CORPKLAC3,313$2.3M0.30%
54VANGUARD BD INDEX FDS92193783531,351$2.3M0.29%
55ISHARES TR46428724220,805$2.3M0.29%
56BERKSHIRE HATHAWAY INC DELBRK-A5,124$2.2M0.28%
57VERIZON COMMUNICATIONS INCVZ49,364$2.1M0.27%
58FEDEX CORPFDX7,019$2.0M0.26%
59VANGUARD BD INDEX FDS92193779327,115$2.0M0.25%
60ELI LILLY & COLLY2,513$2.0M0.25%
61ABBVIE INCABBV10,217$1.9M0.24%
62VANGUARD BD INDEX FDS92193781924,536$1.8M0.24%
63UNITEDHEALTH GROUP INCUNH3,620$1.8M0.23%
64ISHARES TR46428866115,423$1.8M0.23%
65THE CIGNA GROUP1255231004,864$1.8M0.23%
66SPDR SER TR78464A37552,242$1.7M0.22%
67PIONEER NAT RES CO7237871076,353$1.7M0.21%
68CATERPILLAR INCCAT4,525$1.7M0.21%
69ISHARES TR46428746520,577$1.6M0.21%
70WILLIAMS SONOMA INCWSM5,131$1.6M0.21%
71NEXTERA ENERGY INCNEE-PW24,306$1.6M0.20%
72ISHARES TR4642872002,934$1.5M0.20%
73AFLAC INCAFL17,957$1.5M0.20%
74SALESFORCE INCCRM4,993$1.5M0.19%
75VANGUARD SCOTTSDALE FDS92206C87018,518$1.5M0.19%
76EXTRA SPACE STORAGE INCEXR10,018$1.5M0.19%
77STEEL DYNAMICS INCSTLD9,868$1.5M0.19%
78PRICE T ROWE GROUP INCTROW11,982$1.5M0.19%
79DELL TECHNOLOGIES INCDELL12,775$1.5M0.19%
80VISTRA CORPVST20,786$1.4M0.19%
81VICI PPTYS INC92565210948,404$1.4M0.19%
82DIAMONDBACK ENERGY INCFANG7,139$1.4M0.18%
83MERCK & CO INCMRK10,443$1.4M0.18%
84ISHARES TR46429B69716,081$1.3M0.17%
85AMERICAN EXPRESS COAXP5,806$1.3M0.17%
86CONSOLIDATED EDISON INCED14,503$1.3M0.17%
87ISHARES TR46428863825,351$1.3M0.17%
88VISA INCV4,653$1.3M0.17%
89LENNAR CORPLEN-B7,437$1.3M0.16%
90EVEREST GROUP LTDEG3,165$1.3M0.16%
91TESLA INCTSLA6,914$1.2M0.16%
92GENERAL ELECTRIC CO3696043016,844$1.2M0.15%
93PUBLIC SVC ENTERPRISE GRP IN74457310617,654$1.2M0.15%
94DTE ENERGY CODTK10,324$1.2M0.15%
95ORACLE CORPORCL-PD9,158$1.2M0.15%
96SUPER MICRO COMPUTER INCSMCI1,127$1.1M0.15%
97QUALCOMM INCQCOM6,698$1.1M0.15%
98SPDR SER TR78464A85418,221$1.1M0.14%
99APPLIED MATLS INC0382221055,316$1.1M0.14%
100OMNICOM GROUP INCOMC11,208$1.1M0.14%
101WORKDAY INCWDAY3,831$1.0M0.13%
102PARKER-HANNIFIN CORPPH1,867$1.0M0.13%
103SPDR SER TR78468R62210,832$1.0M0.13%
104BANK AMERICA CORP06050510427,102$1.0M0.13%
105COGNIZANT TECHNOLOGY SOLUTIOCTSH14,004$1.0M0.13%
106EXPEDITORS INTL WASH INC3021301098,426$1.0M0.13%
107PACCAR INCPCAR8,232$1.0M0.13%
108ACCENTURE PLC IRELANDACN2,843$985,3730.13%
109ISHARES TR46434V40723,073$981,7560.13%
110MCKESSON CORPMCK1,809$971,3190.12%
111GENERAL MLS INC37033410413,827$967,4940.12%
112MASTERCARD INCORPORATEDMA1,988$957,3890.12%
113PULTE GROUP INC7458671017,913$954,4660.12%
114PBF ENERGY INCPBF16,131$928,6620.12%
115NOVO-NORDISK A SNONOF7,177$921,5730.12%
116CROWDSTRIKE HLDGS INCCRWD2,869$919,8490.12%
117STELLANTIS N.VSTLA31,896$902,6630.12%
118SPDR SER TR78464A67231,456$886,4300.11%
119LINCOLN ELEC HLDGS INC5339001063,440$878,7140.11%
120ARCH CAP GROUP LTDG0450A1059,439$872,5410.11%
121ABBOTT LABSABLZF7,526$855,4230.11%
122BOSTON SCIENTIFIC CORPBSX12,196$835,3230.11%
123INTERACTIVE BROKERS GROUP IN45841N1077,473$834,8120.11%
124WELLS FARGO CO NEW94974610114,382$833,5770.11%
125LINDE PLCLIN1,786$829,4560.11%
126NORFOLK SOUTHN CORP6558441083,254$829,3190.11%
127TEXAS INSTRS INC8825081044,692$817,3190.10%
128ADOBE INCADBE1,612$813,4910.10%
129COSTCO WHSL CORP NEW22160K1051,092$799,8490.10%
130BANK NEW YORK MELLON CORP06405810013,811$795,7830.10%
131FORD MTR CO DEL34537086058,778$780,5710.10%
132IQVIA HLDGS INCIQV3,055$772,5790.10%
133MARRIOTT INTL INC NEW5719032023,046$768,4880.10%
134SPDR SER TR78464A66427,339$763,8520.10%
135THERMO FISHER SCIENTIFIC INCTMO1,291$750,0860.10%
136SPDR S&P 500 ETF TRSPY1,417$740,9720.10%
137SPDR SER TR78464A38333,490$727,4030.09%
138IRON MTN INC DEL46284V1018,990$721,0540.09%
139MARATHON PETE CORPMARA3,567$718,7400.09%
140SPDR SER TR78464A14424,381$709,7310.09%
141SYSCO CORPSYY8,581$696,5740.09%
142KROGER COKR12,173$695,4360.09%
143EOG RES INCEOG5,438$695,2260.09%
144SERVICENOW INCNOW899$685,3980.09%
145TAIWAN SEMICONDUCTOR MFG LTD8740391005,012$681,8640.09%
146SEMPRASREA9,402$675,3430.09%
147ISHARES TR4642884146,243$671,7470.09%
148SPDR INDEX SHS FDS78463X50918,544$671,1210.09%
149RESTAURANT BRANDS INTL INC76131D1038,172$649,2650.08%
150KIMBERLY-CLARK CORPKMB4,958$641,3540.08%
151BERKSHIRE HATHAWAY INC DELBRK-A1$634,4400.08%
152INVESCO EXCHANGE TRADED FD TIVZ10,483$633,3830.08%
153AMETEK INCAME3,437$628,5670.08%
154LULULEMON ATHLETICA INCLULU1,605$626,9930.08%
155SPDR INDEX SHS FDS78463X88917,479$626,4620.08%
156FISERV INCFISV3,901$623,4580.08%
157TJX COS INC NEW8725401096,133$621,9870.08%
158INVESCO EXCHANGE TRADED FD TIVZ3,641$616,5980.08%
159MOTOROLA SOLUTIONS INCMSI1,732$614,8740.08%
160SSGA ACTIVE ETF TR78467V84815,242$610,4550.08%
161JOHNSON & JOHNSONJNJ3,772$596,6800.08%
162MONDELEZ INTL INC6092071058,386$587,0070.08%
163T-MOBILE US INCTMUSZ3,579$584,0890.07%
164TYSON FOODS INCTSN9,808$576,0050.07%
165GRAPHIC PACKAGING HLDG COGPK19,694$574,6710.07%
166INVESCO EXCHANGE TRADED FD TIVZ10,090$571,8880.07%
167SKYWORKS SOLUTIONS INCSWKS5,204$563,7480.07%
168MORGAN STANLEYMS-PQ5,873$552,9960.07%
169OMEGA HEALTHCARE INVS INC68193610017,136$542,7060.07%
170CVS HEALTH CORPCVS6,580$524,8250.07%
171ISHARES TR4642886534,984$523,4700.07%
172MCDONALDS CORPMCD1,846$520,5290.07%
173SELECT SECTOR SPDR TR81369Y8032,481$516,7070.07%
174MICROCHIP TECHNOLOGY INC.MCHPP5,754$516,2220.07%
175SELECT SECTOR SPDR TR81369Y7043,971$500,1870.06%
176SELECT SECTOR SPDR TR81369Y8526,052$494,2060.06%
177HUNTINGTON INGALLS INDS INC4464131061,693$493,4590.06%
178PROGRESSIVE CORP7433151032,372$490,5290.06%
179BRISTOL-MYERS SQUIBB COCELG-RI8,971$486,4820.06%
180MANULIFE FINL CORP56501R10619,251$481,0720.06%
181ALPHABET INCGOOG3,073$467,8990.06%
182UNITED THERAPEUTICS CORP DELUTHR1,977$454,1560.06%
183AMERICAN ELEC PWR CO INC0255371015,158$444,1440.06%
184GENERAL DYNAMICS CORPGD1,557$439,8150.06%
185SPDR SER TR78468R85310,124$435,7210.06%
186REINSURANCE GRP OF AMERICA I7593516042,258$435,5230.06%
187NOVARTIS AGNVSEF4,466$431,9580.06%
188SPROUTS FMRS MKT INC85208M1026,604$425,8260.05%
189CENTERPOINT ENERGY INCCNP14,546$414,4110.05%
190DEERE & CODE985$404,3950.05%
191NETFLIX INCNFLX664$403,0060.05%
192WALMART INCWMT6,366$383,0330.05%
193DANAHER CORPORATION2358511021,500$374,4770.05%
194INGERSOLL RAND INCIR3,924$372,5840.05%
195REGENERON PHARMACEUTICALSREGN386$371,8970.05%
196UNUM GROUPUNMA6,763$362,9190.05%
197THOMSON REUTERS CORP.TMSOF2,318$361,2070.05%
198PROLOGIS INC.PLDGP2,739$356,6230.05%
199JOHNSON CTLS INTL PLCG515021055,374$351,0150.05%
200VANGUARD MALVERN FDS9220208057,318$350,4750.04%
201PEPSICO INCPEP1,988$347,8500.04%
202RTX CORPORATIONRTX3,565$347,7080.04%
203CONSTELLATION BRANDS INCSTZ1,265$343,6660.04%
204GAMING & LEISURE PPTYS INC36467J1087,212$332,2690.04%
205MONSTER BEVERAGE CORP NEWMNST5,587$331,1970.04%
206DUKE ENERGY CORP NEWDUKB3,394$328,2700.04%
207ADVANCED MICRO DEVICES INCAMD1,808$326,2960.04%
208MEDTRONIC PLCMDT3,699$322,3500.04%
209ROYAL CARIBBEAN GROUPV7780T1032,299$319,5840.04%
210VANECK ETF TRUST92189H4096,064$316,9050.04%
211ARISTA NETWORKS INCANET1,078$312,5980.04%
212TOLL BROTHERS INCTOL2,406$311,2640.04%
213ON SEMICONDUCTOR CORPON4,173$306,9490.04%
214NIKE INCNKE3,236$304,0990.04%
215ISHARES TR4642872347,334$301,2730.04%
216ROPER TECHNOLOGIES INCROP524$293,9030.04%
217EXXON MOBIL CORPXOM2,522$293,1280.04%
218PPG INDS INC6935061071,989$288,2690.04%
219KELLANOVABEKE4,988$285,7820.04%
220LOWES COS INC5486611071,120$285,2020.04%
221MURPHY USA INCMUSA678$284,2300.04%
222PETROLEO BRASILEIRO SA PETRO71654V40818,111$275,4680.04%
223SPDR SER TR78468R60611,685$274,1300.04%
224LAUDER ESTEE COS INC5184391041,750$269,7630.03%
225LABORATORY CORP AMER HLDGS50540R4091,232$269,1190.03%
226ALLSTATE CORPALL-PJ1,447$250,3820.03%
227SYNOPSYS INCSNPS427$243,9850.03%
228NEXSTAR MEDIA GROUP INCNXST1,406$242,2400.03%
229ZOETIS INCZTS1,421$240,3810.03%
230CHEVRON CORP NEWCVX1,458$230,0520.03%
231LANDSTAR SYS INCLSTR1,191$229,6220.03%
232SONY GROUP CORPSNEJF2,641$226,4720.03%
233HOME DEPOT INCHD587$225,1900.03%
234SCHLUMBERGER LTDSLB4,105$224,9970.03%
235ELECTRONIC ARTS INCEA1,656$219,6770.03%
236ARCHER DANIELS MIDLAND COADM3,487$219,0180.03%
237SPDR SER TR78464A8474,006$213,6600.03%
238SPDR GOLD TRGLD1,013$208,3940.03%
239ISHARES TR464287655982$206,6160.03%
240DT MIDSTREAM INCDTM3,367$205,7220.03%
241COMPANHIA DE SANEAMENTO BASISBS10,082$169,6760.02%