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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 Q4 2024 · Filed January 14, 2025 · Accession 0001754960-25-000008

Total Value
$459.7M
Positions
276
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (276)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INCAAPL174,992$41.4M9.02%
2SCHWAB STRATEGIC TR8085248621,489,093$35.9M7.81%
3ISHARES TR46436E718208,903$21.0M4.56%
4DIMENSIONAL ETF TRUST25434V708599,856$20.6M4.48%
5VANECK ETF TRUST92189F643203,183$18.5M4.03%
6DIMENSIONAL ETF TRUST25434V203608,073$17.6M3.83%
7DIMENSIONAL ETF TRUST25434V807445,065$15.7M3.42%
8DIMENSIONAL ETF TRUST25434V302589,437$14.6M3.18%
9VANGUARD BD INDEX FDS921937819136,687$10.1M2.20%
10DIMENSIONAL ETF TRUST25434V609176,927$9.7M2.10%
11NVIDIA CORPORATIONNVDA68,361$9.3M2.02%
12VANGUARD INDEX FDS92290876928,868$8.3M1.80%
13ISHARES TR464288182103,183$7.2M1.58%
14SPDR SER TR78468R200231,132$7.1M1.55%
15DIMENSIONAL ETF TRUST25434V831202,834$6.8M1.48%
16INVESCO QQQ TRIVZ11,941$6.1M1.32%
17ISHARES TR46428724256,455$6.0M1.29%
18VANGUARD SPECIALIZED FUNDS92190884429,557$5.7M1.24%
19DIMENSIONAL ETF TRUST25434V666190,519$5.7M1.24%
20DIMENSIONAL ETF TRUST25434V765205,618$5.2M1.13%
21ISHARES TR46428841448,154$5.1M1.11%
22SPDR SER TR78468R66355,385$5.1M1.10%
23ISHARES GOLD TRIAU91,876$4.7M1.01%
24MICROSOFT CORPMSFT9,309$3.9M0.85%
25ISHARES TR46428759820,592$3.8M0.82%
26SCHWAB CHARLES CORPSCHW-PJ51,503$3.7M0.82%
27VANGUARD INTL EQUITY INDEX F92204277557,377$3.3M0.71%
28VANGUARD INDEX FDS92290861116,546$3.2M0.70%
29SPDR GOLD TRGLD12,629$3.1M0.68%
30INVESCO QQQ TRIVZ6,000$3.0M0.66%
31ISHARES TR46434V647128,038$3.0M0.65%
32COINBASE GLOBAL INCCOIN11,395$2.9M0.64%
33SPDR INDEX SHS FDS78463X54157,520$2.9M0.63%
34ALPHABET INCGOOG14,942$2.9M0.63%
35ISHARES TR4642876146,936$2.8M0.60%
36ISHARES TR4642876228,362$2.7M0.58%
37SPDR S&P 500 ETF TRSPY4,534$2.6M0.57%
38BERKSHIRE HATHAWAY INC DELBRK-A5,895$2.6M0.57%
39ISHARES INC46428680670,859$2.3M0.49%
40ETFS GOLD TR00326A10486,417$2.2M0.48%
41ISHARES TR46429B69724,970$2.2M0.48%
42INNOVATOR ETFS TRUSTINHD58,579$2.1M0.45%
43AMAZON COM INCAMZN9,249$2.0M0.44%
44SPDR SER TR78468R10160,665$1.8M0.38%
45SALESFORCE INCCRM5,116$1.6M0.35%
46DIMENSIONAL ETF TRUST25434V71642,835$1.6M0.35%
47VISA INCV5,210$1.6M0.35%
48FRANKLIN TEMPLETON ETF TRFGDL79,351$1.5M0.32%
49INNOVATOR ETFS TRUSTINHD37,780$1.4M0.31%
50INNOVATOR ETFS TRUSTINHD56,430$1.4M0.30%
51FLEXSHARES TRFLEX36,563$1.3M0.29%
52VANGUARD INDEX FDS9229087363,240$1.3M0.29%
53ISHARES TR46434V73824,248$1.3M0.28%
54ISHARES TR46429B59824,624$1.3M0.27%
55META PLATFORMS INCMETA2,023$1.2M0.27%
56VANGUARD INDEX FDS9229087447,296$1.2M0.27%
57DIMENSIONAL ETF TRUST25434V10429,194$1.2M0.26%
58DIMENSIONAL ETF TRUST25434V61718,954$1.2M0.26%
59ISHARES INC46434G82217,826$1.2M0.25%
60VANGUARD SCOTTSDALE FDS92206C70620,000$1.2M0.25%
61ARISTA NETWORKS INCANET9,835$1.1M0.24%
62ISHARES TR46428717610,404$1.1M0.24%
63ALPHABET INCGOOG5,741$1.1M0.24%
64TESLA INCTSLA2,705$1.1M0.23%
65DIMENSIONAL ETF TRUST25434V88042,624$1.0M0.23%
66VANGUARD INTL EQUITY INDEX F92204285824,276$1.0M0.23%
67INNOVATOR ETFS TRUSTINHD30,156$1.0M0.23%
68SCHWAB STRATEGIC TR80852464940,081$1.0M0.22%
69SPDR INDEX SHS FDS78463X74924,359$1.0M0.22%
70ISHARES TR4642878048,819$997,2530.22%
71INNOVATOR ETFS TRUSTINHD27,930$995,2880.22%
72GRAYSCALE BITCOIN TRUST ETFGBTC12,501$938,5750.20%
73INVESCO DB COMMDY INDX TRCKIVZ42,218$935,5510.20%
74NETFLIX INCNFLX1,039$870,3600.19%
75ISHARES INC46428677216,089$861,0830.19%
76WELLS FARGO CO NEW94974610112,277$858,9160.19%
77INNOVATOR ETFS TRUSTINHD24,257$850,3800.18%
78VANGUARD INTL EQUITY INDEX F92204286611,910$832,1520.18%
79BANK AMERICA CORP06050510418,271$824,2050.18%
80INNOVATOR ETFS TRUSTINHD23,800$792,9470.17%
81INNOVATOR ETFS TRUSTINHD19,338$792,6650.17%
82INNOVATOR ETFS TRUSTINHD29,443$786,1280.17%
83VANGUARD INTL EQUITY INDEX F92204287412,360$783,6240.17%
84VANGUARD STAR FDS92190976813,017$757,9570.16%
85DIMENSIONAL ETF TRUST25434V73229,301$748,6410.16%
86ISHARES TR4642872001,282$747,8290.16%
87INNOVATOR ETFS TRUSTINHD24,238$744,6710.16%
88BROADCOM INCAVGO3,300$740,2230.16%
89VANGUARD TAX-MANAGED FDS92194385815,433$733,5300.16%
90CHEVRON CORP NEWCVX4,783$732,5320.16%
91JPMORGAN CHASE & CO.VYLD3,051$731,8430.16%
92EXXON MOBIL CORPXOM6,800$724,5030.16%
93DIMENSIONAL ETF TRUST25434V79927,605$706,4100.15%
94CISCO SYS INCCSCO11,676$685,8530.15%
95MERCK & CO INCMRK6,871$681,9660.15%
96VANGUARD INDEX FDS9229083631,253$668,9640.15%
97DIMENSIONAL ETF TRUST25434V62510,447$664,6380.14%
98HOME DEPOT INCHD1,683$656,1850.14%
99CATERPILLAR INCCAT1,829$641,9790.14%
100ELI LILLY & COLLY787$629,7640.14%
101JOHNSON & JOHNSONJNJ4,370$620,7900.14%
102ISHARES TR4642876303,787$605,7310.13%
103GOLDMAN SACHS GROUP INCGSCE1,079$604,4390.13%
104ISHARES TR4642872266,269$601,4480.13%
105VANGUARD INTL EQUITY INDEX F9220427425,106$593,1600.13%
106PROCTER AND GAMBLE CO7427181093,694$585,6720.13%
107SPDR S&P 500 ETF TRSPY1,000$580,4900.13%
108ISHARES SILVER TRSLV20,928$577,8220.13%
109UNITEDHEALTH GROUP INCUNH1,102$573,8000.12%
110INTUITINTU918$572,3090.12%
111DIMENSIONAL ETF TRUST25434V69016,940$550,2110.12%
112ISHARES TR46435U47311,919$547,0230.12%
113GRANITE CONSTR INCGVA6,245$544,8140.12%
114VANGUARD INDEX FDS9229087512,275$541,7230.12%
115ISHARES TR46429B6897,744$540,6090.12%
116INNOVATOR ETFS TRUSTINHD13,290$532,2650.12%
117INVESCO EXCH TRADED FD TR IIIVZ2,477$517,3460.11%
118MCDONALDS CORPMCD1,801$508,4400.11%
119INTUITIVE SURGICAL INCISRG902$493,8180.11%
120ISHARES TR4642886794,378$482,5870.10%
121BANK NEW YORK MELLON CORP0640581006,388$481,7830.10%
122SPDR SER TR78464A8547,012$478,9510.10%
123INTERNATIONAL BUSINESS MACHSINTR2,161$474,8800.10%
124VANGUARD INDEX FDS9229085122,953$470,0090.10%
125ENERGY TRANSFER L PET-PI24,049$467,0320.10%
126BLACKSTONE INCBX2,815$464,0530.10%
127KINDER MORGAN INC DELEP-PC16,088$453,0260.10%
128UNION PAC CORPUNP2,003$451,0960.10%
129US BANCORP DELUSB-PS9,337$442,3870.10%
130VISTRA CORPVST2,651$442,0270.10%
131ISHARES TR4642898677,798$441,9170.10%
132EQUITABLE HLDGS INCEQH-PC9,142$439,5470.10%
133MERCADOLIBRE INCMELI247$434,4160.09%
134PACKAGING CORP AMER6951561091,903$433,9790.09%
135ISHARES TR4642877053,430$423,1930.09%
136PAYCHEX INCPAYX3,000$417,1800.09%
137COCA COLA COKO6,726$410,7570.09%
138ALLSTATE CORPALL-PJ2,260$409,0370.09%
139INNOVATOR ETFS TRUSTINHD10,799$406,9060.09%
140GEN DIGITAL INCGENVR14,955$402,2900.09%
141SCHWAB STRATEGIC TR80852472214,200$398,7360.09%
142BANK MARIN BANCORP06342510217,709$395,0880.09%
143NOVARTIS AGNVSEF3,979$394,2390.09%
144AUTOZONE INCAZO120$390,1580.08%
145MARKEL GROUP INCMKL230$381,8320.08%
146ISHARES TR4642876064,155$377,1910.08%
147ISHARES TR46435U5569,973$377,0830.08%
148EATON CORP PLCETN1,095$373,8880.08%
149LAMAR ADVERTISING CO NEWLAMR3,147$373,3600.08%
150WATSCO INCWSO-B800$371,0880.08%
151ISHARES TR4642876481,300$370,2920.08%
152INNOVATOR ETFS TRUSTINHD10,262$368,0210.08%
153ISHARES INC46434G7727,106$363,4010.08%
154DIMENSIONAL ETF TRUST25434V6337,205$358,9170.08%
155INVESCO CURRENCYSHARES EUROFXE3,759$355,3760.08%
156INNOVATOR ETFS TRUSTINHD8,432$354,4810.08%
157DIMENSIONAL ETF TRUST25434V8728,621$352,2540.08%
158ISHARES TR46432F8345,360$350,1150.08%
159SANOFISNYNF7,174$349,5890.08%
160THE CIGNA GROUP1255231001,247$347,9010.08%
161ARCH CAP GROUP LTDG0450A1053,819$344,3590.07%
162ILLINOIS TOOL WKS INC4523081091,400$342,8600.07%
163VANGUARD INDEX FDS9229086291,297$340,8780.07%
164NEWMONT CORPNEMCL8,654$338,3710.07%
165BLACKROCK RES & COMMODITIESBLK37,715$337,5490.07%
166PUBLIC STORAGE OPER COPSA-PS1,164$336,3840.07%
167TARGET CORPTGT2,373$336,0640.07%
168SPDR DOW JONES INDL AVERAGE78467X109800$335,4640.07%
169ALTRIA GROUP INCMO6,594$335,4370.07%
170DIMENSIONAL ETF TRUST25434V68210,143$327,5680.07%
171AMERICAN ELEC PWR CO INC0255371013,482$325,6020.07%
172ABBOTT LABSABLZF2,858$320,9830.07%
173VANGUARD BD INDEX FDS9219378274,168$320,8530.07%
174PINNACLE WEST CAP CORPPNW3,924$320,8260.07%
175TRAVELERS COMPANIES INCTRV1,380$320,7530.07%
176INNOVATOR ETFS TRUSTINHD9,478$319,4700.07%
177GENERAL DYNAMICS CORPGD1,226$318,0000.07%
178INNOVATOR ETFS TRUSTINHD12,600$315,1880.07%
179ISHARES TR4642881662,910$313,2320.07%
180DARDEN RESTAURANTS INCDRI1,737$312,6950.07%
181JAZZ PHARMACEUTICALS PLCJAZZ2,574$312,5090.07%
182LAM RESEARCH CORPLRCX4,173$311,5140.07%
183DIMENSIONAL ETF TRUST25434V74012,184$311,0580.07%
184CHARLES RIV LABS INTL INC1598641071,665$309,8900.07%
185KINROSS GOLD CORPKGCRF29,624$309,2750.07%
186RIO TINTO PLCRTNTF5,225$307,4390.07%
187KRAFT HEINZ COKHC10,742$306,2540.07%
188ISHARES INC46434G78014,078$305,2110.07%
189INNOVATOR ETFS TRUSTINHD8,288$303,0920.07%
190DISNEY WALT CO2546871062,777$301,7000.07%
191VANECK ETF TRUST92189F81727,032$300,8660.07%
192TAIWAN SEMICONDUCTOR MFG LTD8740391001,439$299,8440.07%
193VANGUARD INDEX FDS9229086521,582$298,9350.07%
194STANLEY BLACK & DECKER INCSWK3,728$298,5760.06%
195DELL TECHNOLOGIES INCDELL2,600$298,4020.06%
196SKECHERS U S A INC8305661054,249$297,8120.06%
197ISHARES TR46429B6555,840$297,5480.06%
198COSTCO WHSL CORP NEW22160K105314$294,1610.06%
199ABBVIE INCABBV1,668$292,2660.06%
200NIKE INCNKE4,104$292,2050.06%
201DUKE ENERGY CORP NEWDUKB2,748$290,9310.06%
202INNOVATOR ETFS TRUSTINHD11,990$289,6780.06%
203AUTOMATIC DATA PROCESSING INADP1,009$289,4320.06%
204AMGEN INCAMGN1,103$289,2350.06%
205AIR PRODS & CHEMS INCAIIR981$287,5110.06%
206GENERAL MLS INC3703341044,908$287,1180.06%
207GENERAC HLDGS INCGNRC1,820$286,5410.06%
208FRESH DEL MONTE PRODUCE INCFDP9,297$283,7440.06%
209GLOBAL PMTS INC37940X1022,669$282,1400.06%
210ISHARES TR46429B6716,449$281,8860.06%
211MEDTRONIC PLCMDT3,484$281,0190.06%
212KAISER ALUMINUM CORPKALU3,999$280,7700.06%
213SPDR SER TR78468R5562,013$280,4310.06%
214EURONET WORLDWIDE INCEEFT2,881$280,0620.06%
215KIMBERLY-CLARK CORPKMB2,230$277,5460.06%
216GENUINE PARTS COGPC2,394$277,4890.06%
217ZOETIS INCZTS1,698$277,3170.06%
218YELP INCYELP7,187$276,1960.06%
219PACER FDS TR69374H5689,420$274,4050.06%
220HP INCHPQ8,265$274,4040.06%
221CROWN CASTLE INCCCI3,246$273,7350.06%
222HONEYWELL INTL INC4385161061,251$272,9560.06%
223RESMED INCRSMDF1,165$272,4000.06%
224CONSOLIDATED EDISON INCED3,085$271,9430.06%
225OAKTREE SPECIALTY LENDING COOCSL18,015$269,5020.06%
226PRICE T ROWE GROUP INCTROW2,477$268,8780.06%
227ENOVIS CORPORATIONENOV5,991$268,2170.06%
228AES CORPAES22,262$267,5890.06%
229UNILEVER PLCUNLYF4,833$266,4430.06%
230BRISTOL-MYERS SQUIBB COCELG-RI4,772$266,3970.06%
231TEXAS INSTRS INC8825081041,391$264,4990.06%
232PEPSICO INCPEP1,852$264,1410.06%
233VERIZON COMMUNICATIONS INCVZ6,873$259,8610.06%
234WALMART INCWMT2,766$257,2380.06%
235FASTENAL COFAST3,588$257,0080.06%
236ALLIANT ENERGY CORPLNT4,523$256,2730.06%
237DIMENSIONAL ETF TRUST25434V6745,075$255,4760.06%
238VANGUARD WORLD FD9219107254,478$249,4690.05%
239WEC ENERGY GROUP INCWEC2,640$246,6020.05%
240BANK NOVA SCOTIA HALIFAX0641491074,802$246,3910.05%
241INVESCO EXCH TRADED FD TR IIIVZ3,575$244,2670.05%
242SELECT SECTOR SPDR TR81369Y6055,103$241,4740.05%
243DIAGEO PLCDGEAF2,033$240,3620.05%
244ROYAL BK CDA7800871022,015$238,6160.05%
245VANGUARD ADMIRAL FDS INC9219327031,293$235,0670.05%
246SCHWAB STRATEGIC TR8085242019,952$229,0860.05%
247INVESCO CURRENCYSHARES CDN DIVZ3,373$228,5210.05%
248INVESCO CURRENCYSHARES AUSTR46090N1033,725$226,7140.05%
249VALE S AVALE26,639$226,4320.05%
250SELECT SECTOR SPDR TR81369Y2091,619$226,0780.05%
251SCHWAB STRATEGIC TR8085247978,349$225,4960.05%
252VANGUARD WORLD FD92204A702365$223,9060.05%
253ISHARES TR46435G3346,672$223,4450.05%
254VANGUARD WORLD FD92204A108600$222,5700.05%
255ISHARES TR4642875073,591$222,2470.05%
256INNOVATOR ETFS TRUSTINHD7,769$221,6500.05%
257J P MORGAN EXCHANGE TRADED F46641Q3323,864$220,4800.05%
258ISHARES TR4642898592,904$219,9200.05%
259CME GROUP INCCME956$219,1150.05%
260GRAYSCALE ETHEREUM TRUST ETF3896381078,017$219,1050.05%
261PALANTIR TECHNOLOGIES INCPLTR3,234$217,5190.05%
262PLAINS GP HLDGS L PPAGP10,851$217,1290.05%
263BLACKROCK INCBLK226$216,0940.05%
264QUALCOMM INCQCOM1,362$213,8070.05%
265INNOVATOR ETFS TRUSTINHD7,279$212,9110.05%
266ADVANCED MICRO DEVICES INCAMD1,815$210,6130.05%
267SCHWAB STRATEGIC TR80852480511,402$209,7900.05%
268AMEREN CORPAEE2,382$209,7110.05%
269ISHARES TR4642898754,866$208,9460.05%
270MONDELEZ INTL INC6092071053,710$208,6880.05%
271INVESCO EXCH TRADED FD TR IIIVZ4,188$200,7730.04%
272NUVEEN S&P 500 BUY-WRITE INCNU13,910$189,7340.04%
273BANCO SANTANDER S.A.BCDRF18,882$87,2350.02%
274MIZUHO FINANCIAL GROUP INCMZHOF14,719$71,0930.02%
275SERVICE PPTYS TR81761L10218,901$48,5760.01%
276LLOYDS BANKING GROUP PLCLLOBF12,797$33,0160.01%