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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

ESL Trust Services, LLC

Quarter ended Q3 2024 · Filed November 1, 2024 · Accession 0001785545-24-000006

Total Value
$441.6M
Positions
242
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (242)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE S&P 500 (MKT)464287200114,660$66.1M14.98%
2SPDR PORTFOLIO S&P 500 GROWTH78464A409619,663$51.4M11.64%
3SCHWAB U.S. DIVIDEND EQUITY ETF808524797585,966$49.5M11.22%
4VANGUARD INTERNATIONAL DIVIDEND921946810528,588$46.7M10.57%
5AVANTIS INTL EQ ETF025072703688,620$46.2M10.45%
6ISHARES CORE S&P MID-CAP (MKT)464287507611,691$38.1M8.63%
7FLEXSHARES GLOBAL QUALITY REALFLEX604,139$37.6M8.52%
8WISDOMTREE EM MKTS EX-STT OWNDWT977,871$32.3M7.31%
9ISHARES FALN ANGLS USD BD ETF46435G4741,115,111$30.5M6.90%
10ISHARES CORE S&P SMALL-CAP (MKT)464287804200,534$23.5M5.31%
11VANGUARD INTERMEDIATE-TERM BOND92193781956,646$4.4M1.01%
12ISHARES AAA - A RATED CORPORATE46429B29137,815$1.9M0.42%
13SPDR S&P 500 (MKT)SPY2,302$1.3M0.30%
14VANGUARD EMERGING MARKETS STOCK92204285822,353$1.1M0.24%
15MICROSOFT CORPMSFT2,122$913,0970.21%
16ISHARES MSCI EAFE (MKT)4642874658,972$750,3310.17%
17ISHARES CORE S&P 500 (MKT)4642872001,230$709,4890.16%
18VANGUARD TOTAL STOCK MARKET ETF9229087692,400$679,5850.15%
19ISHARES RUSSELL 1000 GROWTH4642876141,578$592,3500.13%
20ISHARES CORE MSCI EAFE46432F8424,237$330,6980.07%
21APPLE INCAAPL1,402$326,6660.07%
22VANGUARD FTSE ALL-WORLD EX-US9220427754,331$272,8530.06%
23VANGUARD S&P 500 ETF922908363486$256,4490.06%
24JP MORGAN CHASE & COVYLD1,192$251,3460.06%
25JOHNSON & JOHNSONJNJ1,302$211,0020.05%
26ISHARES RUSSELL 2000 (MKT)464287655910$201,0100.05%
27NYLI MERGER ARBITRAGE ETF45409B8005,808$190,9670.04%
28ISHARES 1-3 YEAR TREASURY BOND4642874572,014$167,4630.04%
29MERCK & CO INCMRK1,331$151,1480.03%
30ISHARES CORE TOTAL US BOND4642872261,400$141,7780.03%
31VANGUARD HIGH DIVIDEND YIELD9219464061,055$135,2510.03%
32VANGUARD INTERMEDIATE-TERM BOND9219378191,700$133,2290.03%
33EXTRA SPACE STORAGE INCEXR671$120,9070.03%
34ACCENTURE PLCACN313$110,6390.03%
35TEXAS INSTRUMENTS INC882508104515$106,3840.02%
36VANGUARD SHORT-TERM BOND ETF9219378271,335$105,0510.02%
37ORACLE CORPORCL-PD600$102,2400.02%
38GSK PLCGLAXF2,500$102,2000.02%
39REALTY INCOME CORPO1,600$101,4720.02%
40ISHARES CORE MSCI TOTAL INTL46432F8341,370$99,5030.02%
41ISHARES MSCI EAFE (MKT)4642874651,100$91,9940.02%
42ISHARES RUSSELL 1000 VALUE (MKT)464287598479$90,9140.02%
43ALPHABET INCGOOG540$90,2830.02%
44VANGUARD REAL ESTATE ETF922908553888$86,5090.02%
45ISHARES TIPS BOND (MKT)464287176775$85,6150.02%
46SPDR GOLD SHARES (MKT)GLD352$85,5570.02%
47SCHWAB U.S. DIVIDEND EQUITY ETF8085247971,000$84,5300.02%
48SPDR PORTFOLIO S&P 500 GROWTH78464A4091,015$84,1850.02%
49TJX COS INC NEW872540109709$83,3360.02%
50PROCTER & GAMBLE CO742718109465$80,5380.02%
51SPDR BLOOMBERG BARCLAYS HIGH78468R622766$74,9070.02%
52INTEL CORPINTC3,150$73,8990.02%
53VANGUARD FTSE DEVELOPED MARKETS9219438581,284$67,8070.02%
54ABBVIE INC SR NTABBV342$67,5380.02%
55CONSOLIDATED EDISON INCED600$62,4780.01%
56CISCO SYSTEMS INCCSCO1,119$59,5530.01%
57JPMORGAN BETABUILDERS JAPAN ETF46641Q217989$58,6280.01%
58ISHARES CORE S&P SMALL-CAP (MKT)464287804500$58,4800.01%
59CHUBB LIMITEDCB200$57,6780.01%
60KIMBERLY CLARK CORPKMB400$56,9120.01%
61ALTRIA GROUP INCMO1,100$56,1440.01%
62ISHARES MSCI USA MINIMUM46429B697614$56,0650.01%
63VANGUARD SMALL CAP ETF (MKT)922908751231$54,7950.01%
64ABBOTT LABORATORIESABLZF480$54,7240.01%
65INVESCO OPTM YD DVRS CDTY STRAIVZ3,720$49,9600.01%
66SYSCO CORPSYY600$46,8360.01%
67ISHARES CORE MSCI EMERGING46434G103802$46,0440.01%
68WEC ENERGY GROUP INCWEC474$45,5890.01%
69CORNING INCGLW1,000$45,1500.01%
70GOLDMAN SACHS ACTIVEBETA U.S.NVGLF399$45,0630.01%
71SPDR PORTFOLIO LARGE CAP ETF78464A854643$43,4090.01%
72ROYCE SMALL CAP TRUST INCRVT2,629$41,2750.01%
73PFIZER INCPFE1,350$39,0690.01%
74INTERNATIONAL BUSINESS MACHSINTR176$38,9100.01%
75COCA COLA COKO515$37,0080.01%
76PRUDENTIAL FINANCIAL INCPUKPF289$34,9980.01%
77AMAZON COM INCAMZN187$34,8440.01%
78VANGUARD MID-CAP ETF (MKT)922908629130$34,2980.01%
79PAYCHEX INCPAYX250$33,5480.01%
80HDG MSCI EAFE46434V803935$33,1180.01%
81DTE ENERGY CODTK249$31,9750.01%
82BCE INCBCPPF915$31,8420.01%
83VANGUARD EMERGING MARKETS STOCK922042858650$31,1030.01%
84DUPONT DE NEMOURS INCDD341$30,3860.01%
85PEPSICO INCPEP166$28,2290.01%
86INVESCO WATER RESOURCES ETFIVZ400$28,2160.01%
87COMCAST CORPCCZ664$27,7350.01%
88DISNEY WALT CO254687106271$26,0680.01%
89BRISTOL-MYERS SQUIBB COCELG-RI500$25,8700.01%
90W P CAREY INC92936U109400$24,9200.01%
91THERMO FISHER SCIENTIFIC INCTMO38$23,5070.01%
92DARDEN RESTAURANTS INCDRI141$23,1430.01%
93MCDONALDS CORPMCD74$22,5340.01%
94EMERSON ELECTRIC COEMR200$21,8740.00%
95STURM RUGER & CO INCRGR500$20,8400.00%
96NVIDIA CORPNVDA170$20,6450.00%
97ISHARES CORE S&P MID-CAP (MKT)464287507325$20,2540.00%
98CORTEVA INCCTVA341$20,0470.00%
99EXELON CORPEXC474$19,2210.00%
100DOW INC COMDOW341$18,6290.00%
101MEDTRONIC PLCMDT200$18,0060.00%
102VANGUARD INTERNATIONAL DIVIDEND921946810200$17,6560.00%
103DOMINION ENERGY INCD300$17,3370.00%
104CHARTER COMMUNICATIONS INC16119P10850$16,2040.00%
105DIGITAL REALTY TRUST INC253868103100$16,1840.00%
106VANGUARD SMALL CAP VALUE ETF92290861180$16,0620.00%
107GETTY RLTY CORP NEW COM374297109500$15,9050.00%
108DICK'S SPORTING GOODS INC25339310275$15,6530.00%
109DUKE ENERGY CORPDUKB131$15,1040.00%
110VANGUARD GLOBAL EX-US REAL922042676316$14,8230.00%
111ISHARES ESG AWARE MSCI USA ETF46435G425115$14,5110.00%
112VISA INCV51$14,0220.00%
113AMERICAN EXPRESS COAXP50$13,5600.00%
114UNITEDHEALTH GROUP INCUNH22$12,8630.00%
115NOVO NORDISK A SNONOF107$12,7400.00%
116META PLATFORMS INCMETA22$12,5940.00%
117VERIZON COMMUNICATIONS INCVZ278$12,4850.00%
118SAP AKTIENGESELLSCHAFTSAPGF53$12,1420.00%
119AT&T INCT-PC536$11,7920.00%
120ASML HOLDING NVASMLF14$11,6660.00%
121EASTMAN CHEMICAL COEMN104$11,6430.00%
122TAIWAN SEMICONDUCTOR87403910057$9,8990.00%
123MARSH & MCLENNAN COS INC57174810243$9,5930.00%
124WALMART INCWMT115$9,2860.00%
125UNION PACIFIC CORPUNP37$9,1200.00%
126ISHARES US TECHNOLOGY (MKT)46428772160$9,0970.00%
127LENNOX INTL INC52610710715$9,0640.00%
128ASTRAZENECA PLCAZN111$8,6480.00%
129BROADCOM INC COMAVGO50$8,6250.00%
130ISHARES EDGE MSCI USA QUALITY46432F33948$8,6060.00%
131HOME DEPOT INCHD21$8,5090.00%
132EXXON MOBIL CORPXOM71$8,3230.00%
133BENTLEY SYS INCBSY157$7,9770.00%
134EATON CORP PLCETN24$7,9550.00%
135NETFLIX INCNFLX11$7,8020.00%
136ENBRIDGE INCENNPF192$7,7970.00%
137TOTAL S ATTE120$7,7540.00%
138COOPER COS INC21664850170$7,7240.00%
139ISHARES S&P 500 VALUE (MKT)46428740838$7,4920.00%
140ENTERGY CORP NEWENO55$7,2390.00%
141QUALCOMM INCQCOM42$7,1420.00%
142EQUIFAX INCEFX24$7,0530.00%
143WATSCO INCWSO-B14$6,8860.00%
144TERADYNE INCTER51$6,8300.00%
145CHEVRON CORP NEWCVX46$6,7740.00%
146ZEBRA TECHNOLOGIES INCZBRA18$6,6660.00%
147BLACKROCK INCBLK7$6,6470.00%
148BERKLEY W R CORPWRB-PH114$6,4670.00%
149INTERACTIVE BROKERS GROUP INC45841N10746$6,4110.00%
150POOL CORPPOOL17$6,4060.00%
151ANALOG DEVICES INCADI27$6,2150.00%
152MARRIOTT INTERNATIONAL INC57190320225$6,2150.00%
153RELX PLC SPONSORED ADRRLXXF130$6,1700.00%
154NORDSON CORPNDSN23$6,0400.00%
155ISHARES S&P 500 GROWTH (MKT)46428730962$5,9370.00%
156ZURN ELKAY WATER SOLUTIONS CORP98983L108164$5,8940.00%
157FAIR ISAAC CORPFICO3$5,8310.00%
158ROLLINS INCROL115$5,8170.00%
159LPL FINL HLDGS INC50212V10025$5,8160.00%
160ISHARES S&P 100 (MKT)46428710121$5,8120.00%
161ISHARES MSCI EMERGING MARKETS464287234125$5,7330.00%
162ASPEN TECHNOLOGY INC29109X10624$5,7320.00%
163PARKER HANNIFIN CORPPH9$5,6860.00%
164HENRY JACK & ASSOCIATES INC42628110131$5,4730.00%
165BRIGHT HORIZONS FAM SOL10919410039$5,4650.00%
166HONEYWELL INTERNATIONAL INC43851610626$5,3740.00%
167ALLEGION PUB LTDALLE36$5,2470.00%
168GRAINGER WW INC3848021045$5,1940.00%
169WELLS FARGO & CO94974610188$4,9710.00%
170SAIA INCSAIA11$4,8100.00%
171PALO ALTO NETWORKS INCPANW14$4,7850.00%
172NORTHROP GRUMMAN CORPNOC9$4,7530.00%
173CHARLES RIVER LABORATORIES15986410724$4,7270.00%
174ALCON INCALC46$4,6030.00%
175CANADIAN NATIONAL RAILWAY CO13637510239$4,5690.00%
176NEXTERA ENERGY INCNEE-PW54$4,5650.00%
177DOLBY LABORATORIES INCDLB59$4,5150.00%
178CME GROUP INCCME20$4,4130.00%
179HERSHEY COHSY23$4,4110.00%
180BANK OF AMERICA CORP060505104110$4,3650.00%
181EOG RESOURCES INCEOG35$4,3030.00%
182LINDE PLCLIN9$4,2920.00%
183EXPONENT INCEXPO37$4,2650.00%
184SCOTTS MIRACLE-GRO COSMG49$4,2480.00%
185SITEONE LANDSCAPE SUPPLY INC COMSITE28$4,2250.00%
186THOR INDUSTRIES INC88516010138$4,1760.00%
187ELEVANCE HEALTHELV8$4,1600.00%
188S&P GLOBAL INCSPGI8$4,1330.00%
189MERCADOLIBRE INCMELI2$4,1040.00%
190LAM RESEARCH CORPLRCX5$4,0800.00%
191PNC FINANCIAL SERVICES GROUP69347510522$4,0670.00%
192CHOICE HOTELS INTERNATIONAL INC16990510631$4,0390.00%
193TELEDYNE TECHNOLOGIES INCTDY9$3,9390.00%
194UBER TECHNOLOGIES INCUBER52$3,9080.00%
195TRANE TECHNOLOGIES PLCTT10$3,8870.00%
196SOUTHERN COSOMN43$3,8780.00%
197SHERWIN WILLIAMS COSHW10$3,8170.00%
198BANK NEW YORK MELLON CORP06405810053$3,8090.00%
199RTX CORPORATIONRTX31$3,7560.00%
200MONDELEZ INTL INC60920710550$3,6840.00%
201STRYKER CORPSYK10$3,6130.00%
202CHEMED CORP NEWCHE6$3,6060.00%
203TARGET CORPTGT23$3,5850.00%
204EQUINIX INCEQIX4$3,5510.00%
205LOCKHEED MARTIN CORPLMT6$3,5070.00%
206VALERO ENERGY CORP NEWVLO25$3,3760.00%
207AUTOMATIC DATA PROCESSING INCADP12$3,3210.00%
208ANHEUSER BUSCH INBEV NVBUDFF49$3,2480.00%
209TFI INTL INC87241L10923$3,1480.00%
210MICROCHIP TECHNOLOGY INCMCHPP37$2,9710.00%
211WORKDAY INCWDAY12$2,9330.00%
212WASTE MANAGEMENT INC94106L10914$2,9060.00%
213STMICROELECTRONICS NV-NY SHSSTMEF95$2,8240.00%
214ILLINOIS TOOL WORKS INC45230810910$2,6210.00%
215ANSYS INC03662Q1058$2,5490.00%
216AVERY DENNISON CORPAVY11$2,4280.00%
217FERRARI N VRACE5$2,3510.00%
218AVALONBAY COMMUNITIES INCAWX10$2,2530.00%
219CONOCOPHILLIPSCOP21$2,2110.00%
220SHOPIFY INCSHOP25$2,0040.00%
221LAUDER ESTEE COS INC51843910420$1,9940.00%
222BOOZ ALLEN HAMILTON HLDG CORPBAH12$1,9530.00%
223INTUITINTU3$1,8630.00%
224BLACKSTONE GROUP INCBX12$1,8380.00%
225PUBLIC STORAGEPSA-PS5$1,8190.00%
226PUBLIC SERVICE ENTERPRISE GROUP74457310620$1,7840.00%
227PROLOGIS INCPLDGP14$1,7680.00%
228VUZIX CORP COMVUZI1,500$1,7550.00%
229APTIV PLS SHSAPTV24$1,7280.00%
230PACKAGING CORP AMERICA6951561098$1,7230.00%
231LCI INDS COM50189K10314$1,6880.00%
232GENERAL MILLS INC37033410422$1,6250.00%
233ATLASSIAN CORPORATIONTEAM10$1,5880.00%
234CMS ENERGY CORPCMS-PC22$1,5540.00%
235GENUINE PARTS COGPC10$1,3970.00%
236AMERICA MOVIL SAB DE CVAMXOF81$1,3250.00%
237TESLA INCTSLA5$1,3080.00%
238INTERCONTINENTALEXCHANGE GROUP45866F1048$1,2850.00%
239ISHARES 7-10 YEAR TREASURY BOND46428744012$1,1770.00%
240HARTFORD FINANCIAL SERVICESHIG-PG10$1,1760.00%
241NET LEASE OFFICE PROPERTIESNLOP26$7960.00%
242WARNER BROS DISCOVERY INCWBD30$2480.00%