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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

FIDUCIARY FINANCIAL GROUP, LLC

Quarter ended Q2 2024 · Filed July 18, 2024 · Accession 0001754960-24-000274

Total Value
$414.1M
Positions
255
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (255)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL169,853$39.9M9.63%
2SCHWAB STRATEGIC TR808524862661,774$32.0M7.72%
3DIMENSIONAL ETF TRUST25434V708524,427$17.8M4.29%
4VANECK ETF TRUST92189F643193,444$17.3M4.18%
5DIMENSIONAL ETF TRUST25434V203542,917$16.7M4.04%
6DIMENSIONAL ETF TRUST25434V807403,927$15.1M3.64%
7DIMENSIONAL ETF TRUST25434V302523,986$14.1M3.39%
8DIMENSIONAL ETF TRUST25434V609163,841$9.2M2.23%
9VANGUARD BD INDEX FDS921937819117,048$8.9M2.15%
10NVIDIA CORPORATIONNVDA68,437$8.6M2.09%
11ISHARES TR46436E71882,010$8.2M1.99%
12ISHARES TR464288182109,969$8.2M1.98%
13VANGUARD INDEX FDS92290876926,033$7.3M1.75%
14SPDR SER TR78468R200219,324$6.7M1.63%
15VANGUARD SPECIALIZED FUNDS92190884430,758$5.9M1.41%
16DIMENSIONAL ETF TRUST25434V831174,760$5.8M1.40%
17ISHARES TR46428724251,770$5.7M1.37%
18ISHARES TR46428841450,556$5.4M1.31%
19INVESCO QQQ TRIVZ10,598$5.3M1.27%
20DIMENSIONAL ETF TRUST25434V765173,791$4.7M1.14%
21DIMENSIONAL ETF TRUST25434V666156,329$4.7M1.14%
22SPDR SER TR78468R66350,854$4.7M1.12%
23ISHARES GOLD TRIAU95,945$4.5M1.08%
24SPDR INDEX SHS FDS78463X54174,680$4.3M1.03%
25ISHARES TR46428759822,163$4.0M0.98%
26MICROSOFT CORPMSFT8,682$3.9M0.94%
27SCHWAB CHARLES CORPSCHW-PJ54,823$3.7M0.89%
28ISHARES INC46428677246,758$3.2M0.77%
29SPDR GOLD TRGLD13,299$3.0M0.73%
30VANGUARD INTL EQUITY INDEX F92204277548,906$3.0M0.72%
31VANGUARD INDEX FDS92290861115,060$3.0M0.71%
32ISHARES TR46434V647118,627$2.9M0.71%
33COINBASE GLOBAL INCCOIN11,382$2.9M0.69%
34ALPHABET INCGOOG14,119$2.6M0.63%
35ISHARES TR4642876228,464$2.6M0.63%
36SPDR S&P 500 ETF TRSPY4,506$2.5M0.61%
37ISHARES INC46428680680,000$2.5M0.61%
38ISHARES TR4642876146,688$2.5M0.61%
39ETFS GOLD TR00326A10493,961$2.2M0.54%
40ISHARES TR46429B69725,370$2.2M0.53%
41SPDR SER TR78468R10168,313$2.0M0.48%
42ISHARES TR46434V73832,117$1.9M0.46%
43BERKSHIRE HATHAWAY INC DELBRK-A4,192$1.8M0.44%
44DIMENSIONAL ETF TRUST25434V10442,266$1.7M0.40%
45ISHARES INC46434G82222,832$1.6M0.40%
46AMAZON COM INCAMZN8,310$1.6M0.39%
47ISHARES TR46429B59826,146$1.5M0.36%
48INNOVATOR ETFS TRUSTINHD56,430$1.4M0.35%
49INNOVATOR ETFS TRUSTINHD37,780$1.4M0.34%
50VISA INCV5,112$1.4M0.33%
51ISHARES TR46428717611,546$1.2M0.30%
52VANGUARD INDEX FDS9229087363,200$1.2M0.30%
53VANGUARD SCOTTSDALE FDS92206C70620,915$1.2M0.30%
54SALESFORCE INCCRM4,626$1.2M0.29%
55SPDR INDEX SHS FDS78463X74926,205$1.2M0.28%
56INVESCO DB COMMDY INDX TRCKIVZ49,175$1.1M0.27%
57ALPHABET INCGOOG5,989$1.1M0.27%
58DIMENSIONAL ETF TRUST25434V88038,442$1.0M0.24%
59ISHARES TR4642878048,664$1.0M0.24%
60INNOVATOR ETFS TRUSTINHD30,156$1.0M0.24%
61INNOVATOR ETFS TRUSTINHD27,930$957,7200.23%
62DIMENSIONAL ETF TRUST25434V71626,198$956,4890.23%
63META PLATFORMS INCMETA1,928$944,3160.23%
64VANGUARD STAR FDS92190976814,593$915,2450.22%
65ARISTA NETWORKS INCANET2,457$880,1710.21%
66VANGUARD INTL EQUITY INDEX F92204287412,735$878,8420.21%
67VANGUARD INTL EQUITY INDEX F92204286611,278$874,3830.21%
68VANGUARD INDEX FDS9229087445,164$863,6270.21%
69BANK AMERICA CORP06050510419,346$853,7390.21%
70UNITEDHEALTH GROUP INCUNH1,547$849,1020.21%
71INNOVATOR ETFS TRUSTINHD29,443$815,4240.20%
72VANGUARD INTL EQUITY INDEX F92204285817,874$811,6710.20%
73MERCK & CO INCMRK6,315$792,1670.19%
74INNOVATOR ETFS TRUSTINHD19,338$766,5580.19%
75ISHARES TR4642876304,523$764,0250.18%
76INNOVATOR ETFS TRUSTINHD23,800$762,5520.18%
77WELLS FARGO CO NEW94974610112,559$756,5690.18%
78GRAYSCALE BITCOIN TR BTCGBTC12,416$718,2660.17%
79INNOVATOR ETFS TRUSTINHD24,238$717,6870.17%
80NETFLIX INCNFLX1,081$709,4820.17%
81TESLA INCTSLA2,742$703,4880.17%
82DIMENSIONAL ETF TRUST25434V73225,202$695,8270.17%
83ISHARES TR4642872001,174$666,8760.16%
84CATERPILLAR INCCAT1,815$654,4530.16%
85ISHARES TR4642872266,644$654,1020.16%
86JPMORGAN CHASE & CO.VYLD2,990$638,7240.15%
87HOME DEPOT INCHD1,676$618,6450.15%
88BLACKROCK RES & COMMODITIESBLK64,703$610,1490.15%
89EATON CORP PLCETN1,819$604,7450.15%
90VANGUARD INDEX FDS9229085123,806$600,9390.15%
91INTUITINTU902$600,8670.15%
92PROCTER AND GAMBLE CO7427181093,526$588,7270.14%
93EXXON MOBIL CORPXOM5,052$586,1790.14%
94ISHARES SILVER TRSLV20,372$582,8430.14%
95VANGUARD INTL EQUITY INDEX F9220427424,891$573,4490.14%
96GOLDMAN SACHS GROUP INCGSCE1,115$560,9360.14%
97DISNEY WALT CO2546871065,430$534,7240.13%
98ISHARES TR46429B6897,444$532,9900.13%
99ISHARES TR4642886794,751$524,0350.13%
100JOHNSON & JOHNSONJNJ3,445$520,1620.13%
101CISCO SYS INCCSCO10,957$519,5630.13%
102INNOVATOR ETFS TRUSTINHD13,380$516,2000.12%
103ALLSTATE CORPALL-PJ3,050$511,8210.12%
104INVESCO EXCH TRADED FD TR IIIVZ2,470$504,4900.12%
105UNION PAC CORPUNP1,927$468,3770.11%
106FEDEX CORPFDX1,488$466,5180.11%
107ISHARES TR46435U47310,018$465,6370.11%
108SPDR SER TR78464A8546,959$462,3660.11%
109VANGUARD INDEX FDS9229087511,933$453,0760.11%
110ISHARES TR46435U55612,822$448,1460.11%
111WASTE MGMT INC DEL94106L1092,019$445,9770.11%
112PRUDENTIAL FINL INCPUKPF3,499$442,6930.11%
113AUTONATION INCAN2,415$438,3230.11%
114BANK NEW YORK MELLON CORP0640581006,732$437,7150.11%
115MCDONALDS CORPMCD1,690$434,7860.10%
116DIMENSIONAL ETF TRUST25434V87210,337$434,5670.10%
117VANGUARD TAX-MANAGED FDS9219438588,437$433,7460.10%
118CHEVRON CORP NEWCVX2,725$429,9970.10%
119ISHARES TR4642898677,408$427,0530.10%
120WATSCO INCWSO-B811$421,6310.10%
121VANECK ETF TRUST92189F81734,142$421,3120.10%
122NOVARTIS AGNVSEF3,780$417,8030.10%
123NEWMONT CORPNEMCL8,524$411,8800.10%
124INVESCO CURRENCYSHARES EUROFXE4,085$411,2790.10%
125BLACKSTONE INCBX2,995$410,3450.10%
126COCA COLA COKO6,331$406,8650.10%
127CONSOLIDATED EDISON INCED4,426$405,2000.10%
128ISHARES TR4642877053,332$403,5050.10%
129ELI LILLY & COLLY423$398,4960.10%
130ISHARES TR46432F8345,630$395,3950.10%
131INTUITIVE SURGICAL INCISRG900$394,2090.10%
132INTERACTIVE BROKERS GROUP IN45841N1073,167$391,6310.09%
133AMGEN INCAMGN1,172$390,4340.09%
134EQUITABLE HLDGS INCEQH-PC9,032$390,0920.09%
135ISHARES TR4642876064,155$388,6590.09%
136GEN DIGITAL INCGENVR15,045$384,8510.09%
137DIMENSIONAL ETF TRUST25434V79914,011$383,0590.09%
138ISHARES INC46434G7726,753$382,0170.09%
139SHELL PLCRYDAF5,223$379,6080.09%
140SOUTHERN COSOMN4,669$378,7490.09%
141ISHARES TR4642876481,300$376,7140.09%
142US BANCORP DELUSB-PS8,679$375,7140.09%
143BANK MARIN BANCORP06342510217,709$374,9000.09%
144NUVEEN S&P 500 BUY-WRITE INCNU27,422$373,2180.09%
145ENERGY TRANSFER L PET-PI22,748$372,1570.09%
146PACKAGING CORP AMER6951561091,940$370,5010.09%
147BUNGE GLOBAL SABG3,305$368,1440.09%
148INTERNATIONAL BUSINESS MACHSINTR1,976$367,1610.09%
149UNITED PARCEL SERVICE INCUPS2,456$361,8420.09%
150THE CIGNA GROUP1255231001,065$361,7910.09%
151DEERE & CODE957$361,2770.09%
152LAMAR ADVERTISING CO NEWLAMR2,996$360,6580.09%
153INNOVATOR ETFS TRUSTINHD9,799$357,4680.09%
154ARCH CAP GROUP LTDG0450A1053,676$356,9760.09%
155MERCADOLIBRE INCMELI207$356,1290.09%
156INNOVATOR ETFS TRUSTINHD10,262$355,2090.09%
157ISHARES TR46429B6718,108$349,1300.08%
158DOW INCDOW6,366$348,2200.08%
159DIMENSIONAL ETF TRUST25434V74012,300$348,2130.08%
160INNOVATOR ETFS TRUSTINHD10,200$346,4940.08%
161ISHARES TR4642881663,195$346,4660.08%
162INNOVATOR ETFS TRUSTINHD8,432$342,9290.08%
163GENERAL DYNAMICS CORPGD1,161$338,5360.08%
164PUBLIC STORAGE OPER COPSA-PS1,105$337,7430.08%
165PAYCHEX INCPAYX2,711$336,9230.08%
166ALLIANT ENERGY CORPLNT6,141$335,6670.08%
167AUTOZONE INCAZO112$334,3570.08%
168MARKEL GROUP INCMKL207$333,3570.08%
169VANGUARD INDEX FDS9229086291,315$333,2600.08%
170INNOVATOR ETFS TRUSTINHD12,600$332,5110.08%
171INNOVATOR ETFS TRUSTINHD9,802$331,6020.08%
172TIMKEN COTKR3,763$330,7300.08%
173LYONDELLBASELL INDUSTRIES NLYB3,368$329,2560.08%
174VANGUARD INDEX FDS922908363632$328,0330.08%
175SPDR DOW JONES INDL AVERAGE78467X109800$327,7280.08%
176SANOFISNYNF6,522$326,4260.08%
177GENUINE PARTS COGPC2,289$324,3970.08%
178ADVANCED MICRO DEVICES INCAMD1,821$323,3190.08%
179AUTOLIV INCALV2,877$319,6350.08%
180ILLINOIS TOOL WKS INC4523081091,255$318,1300.08%
181KIMBERLY-CLARK CORPKMB2,227$317,2580.08%
182RIO TINTO PLCRTNTF4,767$316,1470.08%
183HORMEL FOODS CORPHRL10,069$315,7640.08%
184TAIWAN SEMICONDUCTOR MFG LTD8740391001,693$314,9660.08%
185HALLIBURTON COHAL8,737$314,1830.08%
186CROWN CASTLE INCCCI3,010$312,7390.08%
187ISHARES INC46434G78015,521$312,1270.08%
188DIMENSIONAL ETF TRUST25434V6909,011$309,5280.07%
189INVESCO EXCH TRADED FD TR IIIVZ4,613$308,7700.07%
190INNOVATOR ETFS TRUSTINHD9,478$308,6980.07%
191BROADCOM INCAVGO1,820$308,2630.07%
192ALTRIA GROUP INCMO6,339$304,4620.07%
193ISHARES TR46429B6555,965$304,0660.07%
194PROGRESSIVE CORP7433151031,444$303,2400.07%
195TRAVELERS COMPANIES INCTRV1,391$302,9460.07%
196MOSAIC CO NEWMOS10,125$301,5230.07%
197RENAISSANCERE HLDGS LTDRNR-PG1,300$298,1810.07%
198KINDER MORGAN INC DELEP-PC14,681$297,1350.07%
199KRAFT HEINZ COKHC9,013$295,9870.07%
200PINNACLE WEST CAP CORPPNW3,647$293,7660.07%
201INNOVATOR ETFS TRUSTINHD8,288$292,2350.07%
202PEPSICO INCPEP1,768$291,2360.07%
203TEXAS INSTRS INC8825081041,407$290,7140.07%
204HEWLETT PACKARD ENTERPRISE CHPE-PC13,458$288,4090.07%
205QUALCOMM INCQCOM1,373$287,8360.07%
206CENTENE CORP DELCNC4,126$285,1480.07%
207KENVUE INCKVUE15,579$284,3170.07%
208SPDR SER TR78468R5561,916$284,2580.07%
209DIMENSIONAL ETF TRUST25434V6174,511$281,1260.07%
210MEDTRONIC PLCMDT3,534$276,0050.07%
211INTEGRA LIFESCIENCES HLDGS CIART8,663$274,9640.07%
212HP INCHPQ7,224$274,5190.07%
213AGCO CORPAGCO2,701$273,6380.07%
214DIMENSIONAL ETF TRUST25434V6335,336$268,4470.06%
215UNILEVER PLCUNLYF4,674$268,0070.06%
216GRAPHIC PACKAGING HLDG COGPK9,586$267,8330.06%
217ABBOTT LABSABLZF2,589$265,9430.06%
218VERIZON COMMUNICATIONS INCVZ6,350$263,2000.06%
219FASTENAL COFAST3,775$260,5880.06%
220CHARLES RIV LABS INTL INC1598641071,134$257,7700.06%
221VANGUARD WORLD FD9219107254,310$257,6520.06%
222GENERAL MLS INC3703341044,078$256,5060.06%
223EURONET WORLDWIDE INCEEFT2,334$253,5420.06%
224SPARTANNASH CO84721510013,081$249,8470.06%
225HONEYWELL INTL INC4385161061,137$248,4000.06%
226INVESCO CURRENCYSHARES AUSTR46090N1033,711$247,6580.06%
227JAZZ PHARMACEUTICALS PLCJAZZ2,277$241,5670.06%
228AIR PRODS & CHEMS INCAIIR902$241,3120.06%
229GARMIN LTDGRMN1,380$239,7610.06%
230AES CORPAES13,524$238,6990.06%
231AUTOMATIC DATA PROCESSING INADP945$232,3000.06%
232INVESCO CURRENCYSHARES CDN DIVZ3,232$231,3470.06%
233VISTRA CORPVST2,689$230,9040.06%
234MONDELEZ INTL INC6092071053,466$228,1670.06%
235ISHARES TR46435G3346,314$226,1670.05%
236ASML HOLDING N VASMLF211$225,3880.05%
237NOVO-NORDISK A SNONOF1,583$222,9970.05%
238ISHARES TR4642872345,014$222,0700.05%
239J P MORGAN EXCHANGE TRADED F46641Q3323,864$221,0980.05%
240SCHWAB STRATEGIC TR8085242013,299$220,4120.05%
241DIMENSIONAL ETF TRUST25434V6826,295$218,3110.05%
242COMCAST CORP NEWCCZ5,494$217,6260.05%
243BANK NOVA SCOTIA HALIFAX0641491074,529$217,3010.05%
244VANGUARD ADMIRAL FDS INC9219327031,185$216,8190.05%
245ROYAL BK CDA7800871021,936$214,0050.05%
246VANGUARD BD INDEX FDS9219378272,766$213,6180.05%
247WEC ENERGY GROUP INCWEC2,606$210,5910.05%
248SELECT SECTOR SPDR TR81369Y2091,363$204,3000.05%
249HERSHEY COHSY1,068$202,8880.05%
250ISHARES TR4642898754,603$201,4270.05%
251BRISTOL-MYERS SQUIBB COCELG-RI4,886$201,2860.05%
252WALMART INCWMT2,865$200,5210.05%
253BANCO SANTANDER S.A.BCDRF16,373$79,0820.02%
254MIZUHO FINANCIAL GROUP INCMZHOF14,891$65,2230.02%
255LLOYDS BANKING GROUP PLCLLOBF12,797$38,9030.01%