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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 Q3 2024 · Filed October 10, 2024 · Accession 0001754960-24-000482

Total Value
$435.5M
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL174,987$39.5M9.07%
2SCHWAB STRATEGIC TR808524862731,317$35.5M8.16%
3DIMENSIONAL ETF TRUST25434V708582,067$19.9M4.57%
4VANECK ETF TRUST92189F643196,305$18.8M4.31%
5DIMENSIONAL ETF TRUST25434V203585,486$18.3M4.20%
6DIMENSIONAL ETF TRUST25434V807445,182$16.7M3.84%
7DIMENSIONAL ETF TRUST25434V302572,793$15.7M3.61%
8VANGUARD BD INDEX FDS921937819127,242$9.8M2.25%
9DIMENSIONAL ETF TRUST25434V609176,149$9.6M2.21%
10NVIDIA CORPORATIONNVDA66,437$8.8M2.03%
11ISHARES TR46436E71887,011$8.7M2.01%
12ISHARES TR464288182100,109$7.9M1.82%
13VANGUARD INDEX FDS92290876926,296$7.4M1.71%
14SPDR SER TR78468R200225,633$6.9M1.59%
15DIMENSIONAL ETF TRUST25434V831197,897$6.8M1.55%
16ISHARES TR46428724256,793$6.3M1.45%
17VANGUARD SPECIALIZED FUNDS92190884430,527$6.0M1.38%
18INVESCO QQQ TRIVZ11,575$5.7M1.30%
19DIMENSIONAL ETF TRUST25434V666180,617$5.5M1.27%
20ISHARES TR46428841449,164$5.3M1.22%
21DIMENSIONAL ETF TRUST25434V765194,108$5.3M1.21%
22SPDR SER TR78468R66352,684$4.8M1.11%
23ISHARES GOLD TRIAU96,004$4.8M1.09%
24SPDR INDEX SHS FDS78463X54177,875$4.4M1.02%
25ISHARES TR46428759821,543$4.1M0.93%
26MICROSOFT CORPMSFT8,936$3.7M0.85%
27SCHWAB CHARLES CORPSCHW-PJ54,860$3.6M0.82%
28SPDR GOLD TRGLD12,912$3.1M0.72%
29VANGUARD INDEX FDS92290861115,748$3.1M0.72%
30ISHARES TR46434V647120,426$3.1M0.71%
31VANGUARD INTL EQUITY INDEX F92204277549,780$3.1M0.71%
32BERKSHIRE HATHAWAY INC DELBRK-A5,820$2.6M0.61%
33ISHARES TR4642876228,362$2.6M0.60%
34ISHARES INC46428677241,004$2.6M0.60%
35SPDR S&P 500 ETF TRSPY4,478$2.6M0.59%
36ISHARES TR4642876146,633$2.5M0.57%
37ALPHABET INCGOOG14,876$2.5M0.57%
38ISHARES INC46428680672,719$2.4M0.55%
39ISHARES TR46429B69724,970$2.3M0.52%
40ETFS GOLD TR00326A10484,051$2.1M0.48%
41INNOVATOR ETFS TRUSTINHD58,579$2.0M0.47%
42COINBASE GLOBAL INCCOIN11,379$1.9M0.44%
43SPDR SER TR78468R10160,270$1.8M0.40%
44ISHARES TR46434V73824,722$1.5M0.34%
45INNOVATOR ETFS TRUSTINHD56,430$1.5M0.33%
46ISHARES TR46429B59825,160$1.4M0.33%
47INNOVATOR ETFS TRUSTINHD37,780$1.4M0.33%
48AMAZON COM INCAMZN7,738$1.4M0.32%
49VISA INCV5,107$1.4M0.32%
50SALESFORCE INCCRM4,624$1.3M0.31%
51DIMENSIONAL ETF TRUST25434V71635,862$1.3M0.31%
52ISHARES INC46434G82218,307$1.3M0.30%
53VANGUARD INDEX FDS9229087363,200$1.2M0.28%
54META PLATFORMS INCMETA2,007$1.2M0.27%
55VANGUARD SCOTTSDALE FDS92206C70619,867$1.2M0.27%
56DIMENSIONAL ETF TRUST25434V10428,833$1.1M0.26%
57ISHARES TR46428717610,352$1.1M0.26%
58INVESCO DB COMMDY INDX TRCKIVZ49,025$1.1M0.26%
59VANGUARD INTL EQUITY INDEX F92204285823,029$1.1M0.25%
60SPDR INDEX SHS FDS78463X74923,707$1.1M0.25%
61DIMENSIONAL ETF TRUST25434V88040,145$1.1M0.25%
62VANGUARD INDEX FDS9229087446,075$1.1M0.24%
63INNOVATOR ETFS TRUSTINHD30,156$1.0M0.23%
64ARISTA NETWORKS INCANET2,456$982,9400.23%
65ISHARES TR4642878048,551$979,5170.22%
66INNOVATOR ETFS TRUSTINHD27,930$974,1620.22%
67VANGUARD STAR FDS92190976814,950$954,8410.22%
68VANGUARD INTL EQUITY INDEX F92204286611,994$928,8150.21%
69UNITEDHEALTH GROUP INCUNH1,569$912,4990.21%
70ALPHABET INCGOOG5,539$910,5010.21%
71INNOVATOR ETFS TRUSTINHD24,257$840,6990.19%
72INNOVATOR ETFS TRUSTINHD29,443$823,3740.19%
73NETFLIX INCNFLX1,139$822,0850.19%
74INNOVATOR ETFS TRUSTINHD19,338$779,9020.18%
75BANK AMERICA CORP06050510419,458$776,9580.18%
76INNOVATOR ETFS TRUSTINHD23,800$774,4570.18%
77ISHARES TR4642872001,313$756,1990.17%
78VANGUARD INTL EQUITY INDEX F92204287410,860$751,4030.17%
79INNOVATOR ETFS TRUSTINHD24,238$731,2600.17%
80CATERPILLAR INCCAT1,858$720,8300.17%
81MERCK & CO INCMRK6,582$714,3210.16%
82DIMENSIONAL ETF TRUST25434V73225,354$712,4470.16%
83WELLS FARGO CO NEW94974610112,390$709,9610.16%
84HOME DEPOT INCHD1,687$698,7220.16%
85CHEVRON CORP NEWCVX4,656$692,5060.16%
86TESLA INCTSLA2,733$668,2190.15%
87JOHNSON & JOHNSONJNJ4,130$659,5110.15%
88JPMORGAN CHASE & CO.VYLD3,058$644,4740.15%
89EXXON MOBIL CORPXOM5,111$623,6950.14%
90CISCO SYS INCCSCO11,793$621,8360.14%
91ISHARES TR4642876303,800$620,9580.14%
92GRAYSCALE BITCOIN TR BTCGBTC12,374$612,7600.14%
93PROCTER AND GAMBLE CO7427181093,617$608,2400.14%
94VANGUARD INTL EQUITY INDEX F9220427425,013$596,4910.14%
95ISHARES SILVER TRSLV21,031$589,0780.14%
96ISHARES TR46429B6897,744$585,0590.13%
97INTUITINTU902$553,2600.13%
98ALLSTATE CORPALL-PJ3,005$549,5240.13%
99VANGUARD INDEX FDS9229085123,236$536,1500.12%
100MCDONALDS CORPMCD1,771$534,6650.12%
101GOLDMAN SACHS GROUP INCGSCE1,076$534,2010.12%
102INNOVATOR ETFS TRUSTINHD13,380$524,4960.12%
103DISNEY WALT CO2546871065,496$508,4170.12%
104INTERNATIONAL BUSINESS MACHSINTR2,193$501,3640.12%
105INVESCO EXCH TRADED FD TR IIIVZ2,478$498,9240.11%
106DIMENSIONAL ETF TRUST25434V6177,901$498,4740.11%
107BANK NEW YORK MELLON CORP0640581006,754$494,3930.11%
108DIMENSIONAL ETF TRUST25434V69014,040$489,9960.11%
109ISHARES TR4642886794,356$480,2930.11%
110CONSOLIDATED EDISON INCED4,653$475,1180.11%
111ISHARES TR46435U47310,090$472,1620.11%
112UNION PAC CORPUNP1,982$470,8440.11%
113SPDR SER TR78464A8546,981$470,5520.11%
114COCA COLA COKO6,631$458,7030.11%
115ISHARES TR46429B6718,526$453,7540.10%
116BLACKSTONE INCBX3,020$451,3090.10%
117ISHARES TR46435U55612,905$450,7890.10%
118BLACKROCK RES & COMMODITIESBLK47,789$449,2170.10%
119ADOBE INCADBE902$447,6080.10%
120PRUDENTIAL FINL INCPUKPF3,699$447,1350.10%
121NOVARTIS AGNVSEF3,898$443,4750.10%
122ISHARES TR4642898677,547$441,7090.10%
123NEWMONT CORPNEMCL8,351$440,4320.10%
124VANGUARD TAX-MANAGED FDS9219438588,434$436,8810.10%
125GEN DIGITAL INCGENVR15,882$435,3260.10%
126SOUTHERN COSOMN4,862$434,1280.10%
127PACKAGING CORP AMER6951561092,012$433,2440.10%
128INTUITIVE SURGICAL INCISRG900$432,7070.10%
129LAMAR ADVERTISING CO NEWLAMR3,202$425,6420.10%
130MERCADOLIBRE INCMELI210$422,9880.10%
131AUTONATION INCAN2,552$420,4420.10%
132ARCH CAP GROUP LTDG0450A1053,779$415,3500.10%
133ISHARES TR46432F8345,764$412,7600.09%
134EQUITABLE HLDGS INCEQH-PC9,637$412,7530.09%
135INVESCO CURRENCYSHARES EUROFXE4,072$412,4960.09%
136ISHARES TR4642872264,125$411,6340.09%
137WATSCO INCWSO-B827$409,6710.09%
138US BANCORP DELUSB-PS9,245$409,1840.09%
139FEDEX CORPFDX1,565$409,0910.09%
140DOW INCDOW7,661$407,6420.09%
141ISHARES TR4642877053,332$406,6040.09%
142PUBLIC STORAGE OPER COPSA-PS1,165$405,3500.09%
143ALLIANT ENERGY CORPLNT6,758$402,7090.09%
144PAYCHEX INCPAYX2,901$400,8020.09%
145THE CIGNA GROUP1255231001,152$396,2070.09%
146ENERGY TRANSFER L PET-PI24,371$394,0790.09%
147DIMENSIONAL ETF TRUST25434V79914,262$393,9860.09%
148AIR PRODS & CHEMS INCAIIR1,263$391,9850.09%
149KINDER MORGAN INC DELEP-PC16,706$389,5830.09%
150HEWLETT PACKARD ENTERPRISE CHPE-PC18,390$385,6420.09%
151ISHARES INC46434G7727,050$383,0970.09%
152SHELL PLCRYDAF5,598$382,1750.09%
153ISHARES TR4642876064,155$380,3900.09%
154ELI LILLY & COLLY416$380,3410.09%
155AUTOZONE INCAZO121$375,3530.09%
156PROGRESSIVE CORP7433151031,499$373,2810.09%
157AMGEN INCAMGN1,171$371,9970.09%
158SANOFISNYNF6,775$371,6090.09%
159VANECK ETF TRUST92189F81729,498$367,2500.08%
160ISHARES TR4642876481,300$365,9240.08%
161INNOVATOR ETFS TRUSTINHD9,799$362,0730.08%
162MARKEL GROUP INCMKL232$361,7340.08%
163INNOVATOR ETFS TRUSTINHD10,262$361,0170.08%
164DIMENSIONAL ETF TRUST25434V8728,405$359,3140.08%
165EATON CORP PLCETN1,068$358,3990.08%
166GENERAL DYNAMICS CORPGD1,206$358,0610.08%
167BANK MARIN BANCORP06342510217,709$354,1800.08%
168BUNGE GLOBAL SABG3,605$354,1550.08%
169DIMENSIONAL ETF TRUST25434V74012,381$350,9390.08%
170INNOVATOR ETFS TRUSTINHD8,432$347,9890.08%
171LYONDELLBASELL INDUSTRIES NLYB3,691$347,3230.08%
172KRAFT HEINZ COKHC9,939$344,4860.08%
173CROWN CASTLE INCCCI3,062$343,2500.08%
174PINNACLE WEST CAP CORPPNW3,939$341,4720.08%
175HORMEL FOODS CORPHRL10,963$340,6200.08%
176VANGUARD INDEX FDS9229086291,297$340,5660.08%
177ISHARES INC46434G78015,521$338,8230.08%
178ALTRIA GROUP INCMO6,804$337,1380.08%
179SPDR DOW JONES INDL AVERAGE78467X109800$336,6400.08%
180GENUINE PARTS COGPC2,514$336,0460.08%
181INNOVATOR ETFS TRUSTINHD12,600$335,1490.08%
182ILLINOIS TOOL WKS INC4523081091,308$334,4820.08%
183TIMKEN COTKR4,098$333,2900.08%
184TRAVELERS COMPANIES INCTRV1,441$331,9200.08%
185INVESCO EXCH TRADED FD TR IIIVZ4,668$331,9180.08%
186CENTENE CORP DELCNC4,623$329,8050.08%
187RIO TINTO PLCRTNTF4,945$329,6340.08%
188OWENS CORNING NEWOC1,807$329,0190.08%
189GENERAL MLS INC3703341044,520$327,6550.08%
190VISTRA CORPVST2,546$325,7860.07%
191BROADCOM INCAVGO1,800$325,3140.07%
192AES CORPAES17,859$324,1410.07%
193PHILIP MORRIS INTL INC7181721092,696$320,2850.07%
194ISHARES TR4642881662,906$317,9160.07%
195KIMBERLY-CLARK CORPKMB2,227$316,2560.07%
196INNOVATOR ETFS TRUSTINHD9,478$314,5220.07%
197MOSAIC CO NEWMOS12,162$313,9010.07%
198ADVANCED MICRO DEVICES INCAMD1,807$312,2500.07%
199MEDTRONIC PLCMDT3,538$311,8390.07%
200GRAPHIC PACKAGING HLDG COGPK10,735$308,3090.07%
201UNILEVER PLCUNLYF4,875$306,5890.07%
202VERIZON COMMUNICATIONS INCVZ6,905$303,8810.07%
203ISHARES TR46429B6555,965$303,6190.07%
204HP INCHPQ8,429$303,4510.07%
205SPARTANNASH CO84721510014,360$303,4270.07%
206STANLEY BLACK & DECKER INCSWK2,829$301,4020.07%
207CHARLES RIV LABS INTL INC1598641071,602$299,3020.07%
208PEPSICO INCPEP1,754$298,8420.07%
209DIMENSIONAL ETF TRUST25434V6828,355$298,0230.07%
210INNOVATOR ETFS TRUSTINHD8,288$297,3730.07%
211ABBOTT LABSABLZF2,580$295,7460.07%
212VANGUARD INDEX FDS9229087511,229$288,9750.07%
213TAIWAN SEMICONDUCTOR MFG LTD8740391001,549$288,1910.07%
214NUVEEN S&P 500 BUY-WRITE INCNU21,039$287,3950.07%
215ABBVIE INCABBV1,467$283,2110.07%
216TEXAS INSTRS INC8825081041,400$283,0940.07%
217AUTOMATIC DATA PROCESSING INADP990$282,5660.06%
218JAZZ PHARMACEUTICALS PLCJAZZ2,556$275,0770.06%
219FASTENAL COFAST3,873$271,7680.06%
220EURONET WORLDWIDE INCEEFT2,820$270,8050.06%
221DIMENSIONAL ETF TRUST25434V6335,336$269,9800.06%
222SPDR SER TR78468R5561,943$267,6870.06%
223DIMENSIONAL ETF TRUST25434V6745,058$266,8850.06%
224VANGUARD WORLD FD9219107254,385$266,1700.06%
225BRISTOL-MYERS SQUIBB COCELG-RI5,067$265,8940.06%
226RESMED INCRSMDF1,125$265,5680.06%
227MONDELEZ INTL INC6092071053,666$259,7360.06%
228BANK NOVA SCOTIA HALIFAX0641491074,872$255,1470.06%
229WEC ENERGY GROUP INCWEC2,684$253,2350.06%
230ROYAL BK CDA7800871022,076$252,8780.06%
231COSTCO WHSL CORP NEW22160K105280$249,2120.06%
232HONEYWELL INTL INC4385161061,190$246,3300.06%
233GARMIN LTDGRMN1,464$241,0180.06%
234ISHARES TR4642872345,217$240,9730.06%
235INVESCO CURRENCYSHARES AUSTR46090N1033,554$237,5020.05%
236INVESCO CURRENCYSHARES CDN DIVZ3,274$234,5490.05%
237AMEREN CORPAEE2,695$233,7910.05%
238QUALCOMM INCQCOM1,388$230,8800.05%
239ISHARES TR46435G3346,314$230,0820.05%
240ISHARES TR4642898755,164$229,5910.05%
241WALMART INCWMT2,862$228,1300.05%
242J P MORGAN EXCHANGE TRADED F46641Q3323,864$227,9370.05%
243SCHWAB STRATEGIC TR8085242013,308$224,2680.05%
244COMCAST CORP NEWCCZ5,455$223,3920.05%
245RMR GROUP INCRMR8,619$218,0610.05%
246CME GROUP INCCME980$217,2460.05%
247VANGUARD BD INDEX FDS9219378272,774$216,2060.05%
248HERSHEY COHSY1,145$214,7790.05%
249TORONTO DOMINION BK ONTTORO3,323$210,7110.05%
250SELECT SECTOR SPDR TR81369Y2091,365$207,1210.05%
251COLGATE PALMOLIVE COCL2,049$206,0840.05%
252INVESCO EXCH TRADED FD TR IIIVZ4,192$202,3480.05%
253VANGUARD WORLD FD92204A108600$200,2860.05%
254SERVICE PPTYS TR81761L10237,984$179,2840.04%
255BANCO SANTANDER S.A.BCDRF16,421$82,2690.02%
256GRAYSCALE BITCOIN MINI TR BT38993010812,574$69,4080.02%
257MIZUHO FINANCIAL GROUP INCMZHOF14,891$62,0950.01%
258LLOYDS BANKING GROUP PLCLLOBF12,797$38,9030.01%