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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 Q3 2024 · Filed October 21, 2024 · Accession 0001754960-24-000521

Total Value
$912.8M
Positions
239
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (239)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363139,544$73.6M8.07%
2VANGUARD INDEX FDS922908736133,792$51.4M5.63%
3VANGUARD TAX-MANAGED FDS921943858917,298$48.4M5.31%
4VANGUARD WORLD FD921910816135,316$43.6M4.77%
5VANGUARD INDEX FDS922908744236,226$41.2M4.52%
6ISHARES TR46432F842465,350$36.3M3.98%
7ISHARES TR464287432349,242$34.3M3.75%
8VANGUARD WORLD FD921910840254,492$32.6M3.58%
9APPLE INCAAPL91,440$21.3M2.33%
10SPDR SER TR78468R663200,383$18.4M2.02%
11VANGUARD INTL EQUITY INDEX F922042858363,620$17.4M1.91%
12ISHARES INC46434G103278,528$16.0M1.75%
13VANGUARD INDEX FDS92290875164,855$15.4M1.69%
14MICROSOFT CORPMSFT35,492$15.3M1.67%
15ISHARES TR464287242134,067$15.1M1.66%
16INVESCO EXCH TRADED FD TR IIIVZ643,179$13.5M1.48%
17VANGUARD INDEX FDS92290861164,518$13.0M1.42%
18ISHARES TR464288646244,655$12.9M1.41%
19ISHARES TR464288281137,672$12.9M1.41%
20NVIDIA CORPORATIONNVDA103,603$12.6M1.38%
21SPDR SER TR78464A359160,849$12.3M1.35%
22ISHARES TR464288513152,408$12.2M1.34%
23VANGUARD INDEX FDS92290851267,222$11.3M1.23%
24VANGUARD INDEX FDS92290865260,651$11.0M1.21%
25ALPHABET INCGOOG62,010$10.3M1.13%
26ISHARES TR464287457121,199$10.1M1.10%
27VANGUARD CHARLOTTE FDS92203J407192,985$9.7M1.06%
28VANGUARD INDEX FDS92290853839,681$9.7M1.06%
29BROADCOM INCAVGO48,717$8.4M0.92%
30AMAZON COM INCAMZN44,990$8.4M0.92%
31META PLATFORMS INCMETA14,616$8.4M0.92%
32VANGUARD SCOTTSDALE FDS92206C771164,693$7.8M0.85%
33ISHARES TR46429B267314,148$7.4M0.81%
34ISHARES TR46432F39630,314$6.1M0.67%
35VANGUARD INDEX FDS92290859519,972$5.3M0.58%
36VANGUARD INDEX FDS92290862919,454$5.1M0.56%
37ISHARES TR46428762216,133$5.1M0.56%
38JPMORGAN CHASE & CO.VYLD23,463$4.9M0.54%
39PROCTER AND GAMBLE CO74271810928,115$4.9M0.53%
40GILEAD SCIENCES INCGILD57,656$4.8M0.53%
41ISHARES TR46428862086,349$4.5M0.50%
42VANGUARD BD INDEX FDS92193782754,422$4.3M0.47%
43PIMCO ETF TR72201R83341,180$4.1M0.45%
44ISHARES INC46428650991,227$3.8M0.41%
45MARSH & MCLENNAN COS INC57174810215,835$3.5M0.39%
46VERIZON COMMUNICATIONS INCVZ74,271$3.3M0.37%
47AMGEN INCAMGN10,270$3.3M0.36%
48BUILDERS FIRSTSOURCE INCBLDR16,748$3.2M0.36%
49VANGUARD INTL EQUITY INDEX F92204271823,466$3.0M0.32%
50ALTRIA GROUP INCMO56,306$2.9M0.31%
51VISTRA CORPVST22,349$2.6M0.29%
52COMCAST CORP NEWCCZ63,102$2.6M0.29%
53PFIZER INCPFE90,324$2.6M0.29%
54VANGUARD BD INDEX FDS92193783533,110$2.5M0.27%
55EVEREST GROUP LTDEG6,092$2.4M0.26%
56KLA CORPKLAC3,017$2.3M0.26%
57ELI LILLY & COLLY2,447$2.2M0.24%
58THE CIGNA GROUP1255231006,226$2.2M0.24%
59VANGUARD BD INDEX FDS92193779328,685$2.2M0.24%
60BERKSHIRE HATHAWAY INC DELBRK-A4,677$2.2M0.24%
61UNITED THERAPEUTICS CORP DELUTHR5,888$2.1M0.23%
62AFLAC INCAFL18,448$2.1M0.23%
63NEXTERA ENERGY INCNEE-PW24,228$2.0M0.22%
64VANGUARD BD INDEX FDS92193781926,013$2.0M0.22%
65EXXON MOBIL CORPXOM17,390$2.0M0.22%
66FEDEX CORPFDX7,396$2.0M0.22%
67ABBVIE INCABBV10,162$2.0M0.22%
68SPDR SER TR78464A37557,663$1.9M0.21%
69ISHARES TR46428866115,627$1.9M0.20%
70UNITEDHEALTH GROUP INCUNH3,140$1.8M0.20%
71TESLA INCTSLA6,966$1.8M0.20%
72ISHARES TR46428863832,742$1.8M0.19%
73CATERPILLAR INCCAT4,421$1.7M0.19%
74VANGUARD SCOTTSDALE FDS92206C87019,808$1.7M0.18%
75VICI PPTYS INC92565210949,483$1.6M0.18%
76ISHARES TR46429B69717,730$1.6M0.18%
77WILLIAMS SONOMA INCWSM10,425$1.6M0.18%
78ISHARES TR46434V40736,792$1.6M0.18%
79PUBLIC SVC ENTERPRISE GRP IN74457310617,791$1.6M0.17%
80QUALCOMM INCQCOM9,315$1.6M0.17%
81CONSOLIDATED EDISON INCED14,853$1.5M0.17%
82SYNCHRONY FINANCIALSYF-PB30,511$1.5M0.17%
83AMERICAN EXPRESS COAXP5,459$1.5M0.16%
84LENNAR CORPLEN-B7,888$1.5M0.16%
85DELL TECHNOLOGIES INCDELL12,345$1.5M0.16%
86ORACLE CORPORCL-PD8,339$1.4M0.16%
87ISHARES TR46428746516,172$1.4M0.15%
88GE AEROSPACE3696043017,151$1.3M0.15%
89PRICE T ROWE GROUP INCTROW12,268$1.3M0.15%
90SALESFORCE INCCRM4,678$1.3M0.14%
91STEEL DYNAMICS INCSTLD10,032$1.3M0.14%
92DIAMONDBACK ENERGY INCFANG7,275$1.3M0.14%
93VISA INCV4,530$1.2M0.14%
94ISHARES TR46428865311,254$1.2M0.13%
95DTE ENERGY CODTK9,500$1.2M0.13%
96TJX COS INC NEW87254010910,328$1.2M0.13%
97OMEGA HEALTHCARE INVS INC68193610029,614$1.2M0.13%
98OMNICOM GROUP INCOMC11,609$1.2M0.13%
99CADENCE DESIGN SYSTEM INCCDNS4,426$1.2M0.13%
100IRON MTN INC DEL46284V10110,090$1.2M0.13%
101COSTCO WHSL CORP NEW22160K1051,306$1.2M0.13%
102ISHARES TR4642872001,991$1.1M0.13%
103EXPEDITORS INTL WASH INC3021301098,712$1.1M0.13%
104MERCK & CO INCMRK10,065$1.1M0.13%
105ARCH CAP GROUP LTDG0450A10510,162$1.1M0.12%
106BOSTON SCIENTIFIC CORPBSX13,353$1.1M0.12%
107PARKER-HANNIFIN CORPPH1,758$1.1M0.12%
108COGNIZANT TECHNOLOGY SOLUTIOCTSH14,028$1.1M0.12%
109BANK AMERICA CORP06050510426,478$1.1M0.12%
110SPDR SER TR78464A85415,542$1.0M0.11%
111PULTE GROUP INC7458671017,188$1.0M0.11%
112LINDE PLCLIN2,163$1.0M0.11%
113CISCO SYS INCCSCO19,280$1.0M0.11%
114APPLIED MATLS INC0382221055,038$1.0M0.11%
115GENERAL MLS INC37033410413,598$1.0M0.11%
116TEXAS INSTRS INC8825081044,737$978,5940.11%
117INTERACTIVE BROKERS GROUP IN45841N1076,992$974,4110.11%
118SPDR SER TR78464A66433,259$966,8390.11%
119BANK NEW YORK MELLON CORP06405810013,126$943,2360.10%
120MASTERCARD INCORPORATEDMA1,908$942,2670.10%
121SPDR INDEX SHS FDS78463X50921,792$899,5930.10%
122SPDR SER TR78464A67230,823$895,7160.10%
123WORKDAY INCWDAY3,619$884,6050.10%
124TAIWAN SEMICONDUCTOR MFG LTD8740391005,083$882,8380.10%
125WALMART INCWMT10,929$882,4830.10%
126NOVO-NORDISK A SNONOF7,245$862,6790.09%
127MCKESSON CORPMCK1,708$844,2620.09%
128ABBOTT LABSABLZF7,347$837,6380.09%
129VERTEX PHARMACEUTICALS INCVRTX1,787$831,0470.09%
130SPDR SER TR78468R6228,460$827,3140.09%
131ADOBE INCADBE1,578$817,1350.09%
132SEMPRASREA9,526$796,6840.09%
133UBER TECHNOLOGIES INCUBER10,591$796,0280.09%
134SPDR SER TR78464A38335,299$795,2860.09%
135SSGA ACTIVE ETF TR78467V84819,023$787,5370.09%
136SERVICENOW INCNOW879$786,1690.09%
137PACCAR INCPCAR7,946$784,0920.09%
138WELLS FARGO CO NEW94974610113,831$781,3100.09%
139TOLL BROTHERS INCTOL5,044$779,2480.09%
140ISHARES TR4642884147,132$774,7490.08%
141SPDR SER TR78464A14425,768$773,8130.08%
142SPDR S&P 500 ETF TRSPY1,283$735,9810.08%
143MOTOROLA SOLUTIONS INCMSI1,616$726,6260.08%
144T-MOBILE US INCTMUSZ3,473$716,6890.08%
145INVESCO EXCHANGE TRADED FD TIVZ10,440$702,2920.08%
146MARRIOTT INTL INC NEW5719032022,825$702,2800.08%
147SPROUTS FMRS MKT INC85208M1026,348$700,8830.08%
148IQVIA HLDGS INCIQV2,936$695,7440.08%
149BERKSHIRE HATHAWAY INC DELBRK-A1$691,1800.08%
150DELTA AIR LINES INC DELDAL13,300$675,5190.07%
151KIMBERLY-CLARK CORPKMB4,697$668,2700.07%
152FORD MTR CO34537086062,243$657,2870.07%
153KROGER COKR11,255$644,9230.07%
154THERMO FISHER SCIENTIFIC INCTMO1,031$637,6980.07%
155REINSURANCE GRP OF AMERICA I7593516042,894$630,5160.07%
156CROWDSTRIKE HLDGS INCCRWD2,246$630,0030.07%
157SYSCO CORPSYY8,037$627,3950.07%
158INVESCO EXCHANGE TRADED FD TIVZ3,493$625,7840.07%
159MARATHON PETE CORPMARA3,798$618,8060.07%
160SUPER MICRO COMPUTER INCSMCI1,477$615,0230.07%
161NETFLIX INCNFLX867$614,6320.07%
162MCDONALDS CORPMCD2,001$609,3020.07%
163TYSON FOODS INCTSN10,030$597,3560.07%
164EOG RES INCEOG4,786$588,2880.06%
165SPDR INDEX SHS FDS78463X88915,559$584,3940.06%
166JOHNSON & JOHNSONJNJ3,586$581,1890.06%
167MONDELEZ INTL INC6092071057,872$579,9160.06%
168MANULIFE FINL CORP56501R10618,929$559,3420.06%
169RESTAURANT BRANDS INTL INC76131D1037,615$549,1940.06%
170CVS HEALTH CORPCVS8,728$548,8090.06%
171AMETEK INCAME3,176$545,3020.06%
172GRAPHIC PACKAGING HLDG COGPK18,265$540,4610.06%
173SKYWORKS SOLUTIONS INCSWKS5,424$535,7740.06%
174INVESCO EXCHANGE TRADED FD TIVZ8,964$522,7930.06%
175NOVARTIS AGNVSEF4,531$521,1150.06%
176GENERAL DYNAMICS CORPGD1,702$514,3150.06%
177SELECT SECTOR SPDR TR81369Y8032,276$513,9060.06%
178PROGRESSIVE CORP7433151032,023$513,3090.06%
179ALPHABET INCGOOG2,933$490,3390.05%
180SELECT SECTOR SPDR TR81369Y8525,397$487,8890.05%
181DEERE & CODE1,161$484,4900.05%
182RENAISSANCERE HLDGS LTDRNR-PG1,734$472,3420.05%
183ATMOS ENERGY CORPATO3,325$461,2210.05%
184STELLANTIS N.VSTLA32,634$458,5110.05%
185MICROCHIP TECHNOLOGY INC.MCHPP5,674$455,5930.05%
186SELECT SECTOR SPDR TR81369Y3085,476$454,5080.05%
187INGERSOLL RAND INCIR4,545$446,1370.05%
188RTX CORPORATIONRTX3,675$445,2830.05%
189MORGAN STANLEYMS-PQ4,264$444,4780.05%
190ACCENTURE PLC IRELANDACN1,240$438,3990.05%
191VANGUARD MALVERN FDS9220208058,749$431,4370.05%
192HUNTINGTON INGALLS INDS INC4464131061,607$424,8590.05%
193CHECK POINT SOFTWARE TECH LTM224651042,203$424,7600.05%
194JOHNSON CTLS INTL PLCG515021055,435$421,8230.05%
195MICRON TECHNOLOGY INCMU4,024$417,3360.05%
196DANAHER CORPORATION2358511021,499$416,7180.05%
197ARISTA NETWORKS INCANET1,078$413,7580.05%
198KELLANOVABEKE5,123$413,4780.05%
199ROYAL CARIBBEAN GROUPV7780T1032,271$402,7850.04%
200CENTERPOINT ENERGY INCCNP13,653$401,6840.04%
201THOMSON REUTERS CORP.TMSOF2,256$384,8660.04%
202ADIENT PLCADNT17,031$384,3900.04%
203REGENERON PHARMACEUTICALSREGN354$372,5490.04%
204PEPSICO INCPEP2,167$368,5690.04%
205VANECK ETF TRUST92189H4096,824$362,1500.04%
206GAMING & LEISURE PPTYS INC36467J1086,829$351,3450.04%
207ZOETIS INCZTS1,772$346,1360.04%
208TENARIS S A88031M10910,637$338,1500.04%
209MEDTRONIC PLCMDT3,724$335,2370.04%
210SPDR SER TR78468R8537,287$331,6200.04%
211ADVANCED MICRO DEVICES INCAMD1,958$321,2410.04%
212MURPHY USA INCMUSA648$319,3980.03%
213NIKE INCNKE3,505$309,8380.03%
214LOWES COS INC5486611071,132$306,4790.03%
215CONSTELLATION BRANDS INCSTZ1,156$297,9750.03%
216SPDR SER TR78468R60612,305$295,9350.03%
217ROPER TECHNOLOGIES INCROP499$277,6940.03%
218DT MIDSTREAM INCDTM3,482$273,8780.03%
219HOME DEPOT INCHD675$273,5130.03%
220ALLSTATE CORPALL-PJ1,422$269,6750.03%
221LABCORP HOLDINGS INCLH1,172$261,8940.03%
222PETROLEO BRASILEIRO SA PETRO71654V40818,080$260,5330.03%
223SONY GROUP CORPSNEJF2,684$259,2050.03%
224NORFOLK SOUTHN CORP6558441081,000$248,3980.03%
225FOX CORPFOX5,554$235,1210.03%
226INTERNATIONAL BUSINESS MACHSINTR1,063$235,0500.03%
227MONSTER BEVERAGE CORP NEWMNST4,486$234,0350.03%
228SPDR SER TR78464A8474,219$230,6920.03%
229ISHARES TR4642872344,850$222,4110.02%
230NEXSTAR MEDIA GROUP INCNXST1,343$222,0650.02%
231INVESCO QQQ TRIVZ453$221,0280.02%
232LANDSTAR SYS INCLSTR1,155$218,1930.02%
233CHEVRON CORP NEWCVX1,424$209,7240.02%
234INTERPUBLIC GROUP COS INCINTR6,605$208,9180.02%
235ARCHER DANIELS MIDLAND COADM3,455$206,4020.02%
236LAUDER ESTEE COS INC5184391042,048$204,1650.02%
237FIRST TR EXCHANGE-TRADED FD33733E302955$202,2980.02%
238SPDR GOLD TRGLD831$201,9830.02%
239SCHWAB STRATEGIC TR8085242012,969$201,4470.02%