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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

RE Dickinson Investment Advisors, LLC

Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001801241-23-000007

Total Value
$142,523
Positions
299
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (298)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524300219,573$15,96711.20%
2VANGUARD TAX-MANAGED FDS921943858305,262$13,3469.36%
3VANGUARD INTL EQUITY INDEX F922042858333,888$13,0929.19%
4SCHWAB STRATEGIC TR808524797144,346$10,2147.17%
5SCHWAB STRATEGIC TR808524870184,724$9,3276.54%
6BERKSHIRE HATHAWAY INC DELBRK-A19,720$6,9124.85%
7UNION PAC CORPUNP31,843$6,4844.55%
8ISHARES TR46428759842,233$6,4244.51%
9ISHARES TR46428788757,899$6,3554.46%
10SCHWAB STRATEGIC TR80852450889,749$6,0744.26%
11APPLE INCAAPL31,103$5,3253.74%
12ISHARES TR46428720011,816$5,0823.57%
13SCHWAB STRATEGIC TR80852440966,568$4,2913.01%
14VANGUARD BD INDEX FDS92193783556,719$3,9582.78%
15BROOKFIELD INFRAST PARTNERSG16252101109,823$3,2292.27%
16SSGA ACTIVE ETF TR78467V84872,139$2,7881.96%
17SCHWAB STRATEGIC TR80852480561,192$2,0781.46%
18ISHARES TR46428765511,416$2,0211.42%
19SCHWAB STRATEGIC TR80852470680,165$1,9191.35%
20VANGUARD INDEX FDS9229086296,905$1,4381.01%
21SCHWAB STRATEGIC TR80852420124,931$1,2620.89%
221/100 BERKSHIRE HTWY CLA100 SHS=1 WHOLE SH BRK ABRK-A200$1,0630.75%
23BROOKFIELD INFRASTRUCTURE COBIPC17,412$6150.43%
24CATERPILLAR INCCAT2,250$6140.43%
25MICROSOFT CORPMSFT1,849$5840.41%
26AMGEN INCAMGN2,152$5780.41%
27NORDSON CORPNDSN2,042$4560.32%
28INVESCO EXCH TRADED FD TR IIIVZ11,235$4400.31%
29ALPHABET INCGOOG3,272$4280.30%
30VANGUARD SCOTTSDALE FDS92206C6645,404$3860.27%
31SCHWAB STRATEGIC TR8085246078,236$3410.24%
32AUTOMATIC DATA PROCESSING INADP1,230$2960.21%
33DEERE & CODE778$2940.21%
34INVESCO QQQ TRIVZ794$2850.20%
35PROCTER AND GAMBLE CO7427181091,938$2830.20%
36ALPHABET INCGOOG2,018$2660.19%
37ARBOR REALTY TRUST INCABR-PF16,900$2570.18%
38BLACKSTONE MTG TR INCBX11,150$2430.17%
39MASTERCARD INCORPORATEDMA600$2380.17%
40AMERICAN TOWER CORP NEW03027X1001,371$2250.16%
41BROOKFIELD CORP11271J1076,883$2150.15%
42BROOKFIELD ASSET MANAGMT LTD1130041055,431$1810.13%
43CHEVRON CORP NEWCVX1,047$1770.12%
44AMAZON COM INCAMZN1,384$1760.12%
45PHILLIPS EDISON & CO INCPECO5,179$1740.12%
46JPMORGAN CHASE & COVYLD1,115$1620.11%
47INTEL CORPINTC4,500$1600.11%
48ELI LILLY & COLLY288$1550.11%
49VANGUARD INDEX FDS922908595699$1500.11%
50VANGUARD WORLD FDS92204A702343$1420.10%
51MCKESSON CORPMCK315$1370.10%
52WALGREENS BOOTS ALLIANCE INC9314271086,163$1370.10%
53ABBVIE INCABBV905$1350.09%
54RTX CORPORATIONRTX1,690$1220.09%
55BP PLCBPPFF3,126$1210.08%
56BERKSHIRE HATHAWAY INC DELBRK-A344$1200.08%
57SCHWAB STRATEGIC TR8085248392,627$1160.08%
58WALMART INCWMT700$1120.08%
59ALTRIA GROUP INCMO2,520$1060.07%
60ENTERPRISE PRODS PARTNERS L2937921073,580$980.07%
61BANK AMERICA CORP0605051043,145$860.06%
62TESLA INCTSLA330$830.06%
63VISA INCV357$820.06%
64SCHWAB STRATEGIC TR8085247221,897$780.05%
65BLUE OWL CAPITAL INCOWL6,000$780.05%
66ISHARES SILVER TRSLV3,741$760.05%
67LAMB WESTON HLDGS INCLW779$720.05%
68TAKE-TWO INTERACTIVE SOFTWARTTWO500$700.05%
69PFIZER INCPFE2,074$690.05%
70CONAGRA BRANDS INCCAG2,452$670.05%
71ABBOTT LABSABLZF692$670.05%
72DEERE & CODE172$650.05%
73TEXAS INSTRS INC882508104412$650.05%
74TENET HEALTHCARE CORPTHC984$650.05%
75EXXON MOBIL CORPXOM533$630.04%
76VALMONT INDS INC920253101248$600.04%
77UNITED PARCEL SERVICE INCUPS376$590.04%
78VANGUARD INDEX FDS922908736208$570.04%
79ISHARES TR464287614202$540.04%
80TRAVELERS COMPANIES INCTRV325$530.04%
81DUKE ENERGY CORP NEWDUKB587$520.04%
82LOWES COS INC548661107250$520.04%
83INTERNATIONAL BUSINESS MACHSINTR374$520.04%
84ISHARES TR464287705515$520.04%
85STARBUCKS CORPSBUX505$460.03%
86SPDR GOLD TRGLD267$460.03%
87CLOROX CO DELCLX346$450.03%
88WASTE MGMT INC DEL94106L109290$440.03%
89FS KKR CAP CORPFSK2,168$430.03%
90AMAZON COM INCAMZN340$430.03%
91VANGUARD INDEX FDS922908744306$420.03%
92FEDEX CORPFDX151$400.03%
93VANGUARD WORLD FDS92204A207206$380.03%
94SPDR SER TR78464A409646$380.03%
95SPDR SER TR78464A763331$380.03%
96GENERAL ELECTRIC CO369604301347$380.03%
97META PLATFORMS INCMETA128$380.03%
98UNION PAC CORPUNP175$360.03%
99ISHARES TR464287804366$350.02%
100PEPSICO INCPEP209$350.02%
101REGIONS FINANCIAL CORP NEWRF-PF2,026$350.02%
102NORTHROP GRUMMAN CORPNOC80$350.02%
103BROADCOM INCAVGO40$330.02%
104HOME DEPOT INCHD106$320.02%
105JOHNSON & JOHNSONJNJ208$320.02%
106AT&T INCT-PC2,135$320.02%
107INVESCO EXCHANGE TRADED FD TIVZ915$290.02%
108NUVEEN PFD & INCOME SECS FDNU4,763$290.02%
109MCDONALDS CORPMCD105$280.02%
110APPLIED MATLS INC038222105200$280.02%
111FIRST TR EXCHANGE-TRADED FD33733E302175$280.02%
112PRINCIPAL FINANCIAL GROUP INPFG368$270.02%
113FIRST TR NASDAQ 100 TECH IND337345102180$260.02%
114SCHWAB STRATEGIC TR808524102526$260.02%
115FIRST TRUST LRGCP GWT ALPHAD33735K108272$260.02%
116KELLANOVABEKE424$250.02%
117ORACLE CORPORCL-PD232$250.02%
118DANAHER CORPORATION235851102100$250.02%
119BRISTOL-MYERS SQUIBB COCELG-RI425$250.02%
120ISHARES TR464288810510$250.02%
121SELECT SECTOR SPDR TR81369Y605700$230.02%
122SHOPIFY INCSHOP419$230.02%
123JOHNSON CTLS INTL PLCG51502105403$220.02%
124PRINCIPAL FINANCIAL GROUP INPFG305$220.02%
125BECTON DICKINSON & COBDX84$220.02%
126SALESFORCE INCCRM110$220.02%
127BOEING COBA-PA116$220.02%
128ENERGY RECOVERY INCERII1,000$210.01%
129ISHARES TR464287473203$210.01%
130VANGUARD INTL EQUITY INDEX F922042775408$210.01%
131WELLS FARGO CO NEW949746101520$210.01%
132APPLE INCAAPL119$200.01%
133ANALOG DEVICES INCADI113$200.01%
134ISHARES TR464288760190$200.01%
135VANGUARD INDEX FDS92290836349$190.01%
136ALLIANT ENERGY CORPLNT400$190.01%
137PHILIP MORRIS INTL INC718172109200$190.01%
138ISHARES TR464287465280$190.01%
139VANGUARD INDEX FDS922908611111$180.01%
140ALPHABET INCGOOG140$180.01%
141FIRST TR EXCHANGE-TRADED FD33733E203120$180.01%
142EMERSON ELEC COEMR183$180.01%
143FIRST TR EXCHANGE TRADED FD33734X846380$170.01%
144FISERV INCFISV154$170.01%
145FIRST TR EXCHANGE TRADED FD336920103200$170.01%
146FIRST TR MORNINGSTAR DIVID L336917109500$170.01%
147CONSOLIDATED EDISON INCED200$170.01%
148FIRST TR EXCHANGE TRADED FD33734X143175$170.01%
149UBER TECHNOLOGIES INCUBER340$160.01%
150COMCAST CORP NEWCCZ355$160.01%
151LAM RESEARCH CORPLRCX25$160.01%
152SRH TOTAL RETURN FUND INCSTEW1,230$160.01%
153WATSCO INCWSO-B43$160.01%
154ARCBEST CORPARCB150$150.01%
155TYSON FOODS INCTSN288$150.01%
156ISHARES TR46434V621300$150.01%
157TARGET CORPTGT134$150.01%
158HEALTHCARE RLTY TR42226K105980$150.01%
159LOCKHEED MARTIN CORPLMT34$140.01%
160ISHARES TR46428764864$140.01%
161PRUDENTIAL FINL INCPUKPF147$140.01%
162VANGUARD WORLD FDS92204A50461$140.01%
163TEXAS ROADHOUSE INCTXRH150$140.01%
164SELECT SECTOR SPDR TR81369Y506160$140.01%
165COCA COLA COKO225$130.01%
166BAXTER INTL INC071813109345$130.01%
167NEWMONT CORPNEMCL363$130.01%
168FIRST TR EXCHANGE TRADED FD33734X192175$130.01%
169COSTCO WHSL CORP NEW22160K10520$120.01%
170ISHARES TR464288877248$120.01%
171EXPEDITORS INTL WASH INC302130109104$120.01%
172ISHARES TR464287481130$120.01%
173FIRST TR NAS100 EQ WEIGHTED337344105101$110.01%
174QUALCOMM INCQCOM100$110.01%
175ISHARES TR464288885127$110.01%
176MARVELL TECHNOLOGY INCMRVL201$110.01%
177TESLA INCTSLA45$110.01%
178SFL CORPORATION LTDSFL978$110.01%
179MONDELEZ INTL INC609207105138$100.01%
180HARLEY DAVIDSON INCHOG300$100.01%
181CASEYS GEN STORES INC14752810338$100.01%
182LULULEMON ATHLETICA INCLULU25$100.01%
183PIMCO ETF TR72201R817111$100.01%
184SPDR S&P MIDCAP 400 ETF TRMDY19$90.01%
185DOMINION ENERGY INCD200$90.01%
186WISDOMTREE TRWT146$90.01%
187ABBVIE INCABBV59$90.01%
188OCCIDENTAL PETE CORP674599105124$80.01%
189ISHARES TR46428763058$80.01%
190EXTRA SPACE STORAGE INCEXR64$80.01%
191VANGUARD SCOTTSDALE FDS92206C409109$80.01%
192ISHARES TR46428750731$80.01%
193ISHARES TR464288273127$70.00%
194LEGG MASON ETF INVT52468L406200$70.00%
195HUBSPOT INCHUBS14$70.00%
196OKTA INCOKTA80$70.00%
197GE HEALTHCARE TECHNOLOGIES IGEHC100$70.00%
198ENBRIDGE INCENNPF206$70.00%
199VERIZON COMMUNICATIONS INCVZ204$70.00%
200COCA COLA COKO114$60.00%
201US BANCORP DELUSB-PS170$60.00%
202DISNEY WALT CO25468710669$60.00%
203CISCO SYS INCCSCO112$60.00%
204SPDR SER TR78464A20181$60.00%
205FISERV INCFISV50$60.00%
206FIRST TR EXCHANGE-TRADED FD33733E10479$60.00%
207VANGUARD INTL EQUITY INDEX F922042874100$60.00%
208INVESCO EXCHANGE TRADED FD TIVZ32$50.00%
209SPDR SER TR78464A30069$50.00%
210PHILLIPS 66PSX43$50.00%
211PROSHARES TR74347G804100$50.00%
212SPDR SER TR78464A83982$50.00%
213ADAMS DIVERSIFIED EQUITY FD006212104288$50.00%
214GOLDMAN SACHS GROUP INCGSCE15$50.00%
215BLOCK INCBSQKZ100$40.00%
216CROWDSTRIKE HLDGS INCCRWD22$40.00%
217BLACKSTONE INCBX33$40.00%
218VANGUARD INTL EQUITY INDEX F92204274240$40.00%
219REGENERON PHARMACEUTICALSREGN5$40.00%
220SMITH & WESSON BRANDS INCSWBI300$40.00%
221SPDR INDEX SHS FDS78463X103100$40.00%
222ADVANCED MICRO DEVICES INCAMD35$40.00%
223DOW INCDOW75$40.00%
224HUNTINGTON BANCSHARES INCHBANP376$40.00%
225FREEPORT-MCMORAN INCFCX102$40.00%
226FIRST TR EXCHANGE TRADED FD33734X15070$40.00%
227BEST BUY INCBBY42$30.00%
228CVS HEALTH CORPCVS50$30.00%
229INTERCONTINENTAL EXCHANGE IN45866F10425$30.00%
230COMPASS MINERALS INTL INCCOMP103$30.00%
231WINNEBAGO INDS INC97463710050$30.00%
232LAM RESEARCH CORPLRCX5$30.00%
233GENERAL DYNAMICS CORPGD14$30.00%
234AMC ENTMT HLDGS INC00165C302368$30.00%
235MANULIFE FINL CORP56501R106144$30.00%
236HOWMET AEROSPACE INCHWM72$30.00%
237DELEK US HLDGS INC NEWDK105$30.00%
238DISNEY WALT CO25468710640$30.00%
239CLOUDFLARE INCNET51$30.00%
240DELTA AIR LINES INC DELDAL75$30.00%
241TRACTOR SUPPLY COTSCO15$30.00%
242KINDER MORGAN INC DELEP-PC133$20.00%
243GLOBAL X FDS37954Y67375$20.00%
244QUANTUMSCAPE CORPQS284$20.00%
245REALTY INCOME CORPO48$20.00%
246ROKU INCROKU31$20.00%
247SALESFORCE INCCRM8$20.00%
248KINSALE CAP GROUP INC49714P1086$20.00%
249METLIFE INCMET-PF36$20.00%
250TORO COTORO25$20.00%
251MASIMO CORPMASI22$20.00%
252UNITY SOFTWARE INCU58$20.00%
253UPSTART HLDGS INCUPST55$20.00%
254BROOKFIELD REINS LTDG1625010558$20.00%
255GENESIS ENERGY L PGEL110$10.00%
256TJX COS INC NEW87254010915$10.00%
257ZOOM VIDEO COMMUNICATIONS INZM12$10.00%
258SPDR S&P 500 ETF TRSPY2$10.00%
259MATCH GROUP INC NEWMTCH15$10.00%
260FORD MTR CO DEL345370860101$10.00%
261CARNIVAL CORPCUKPF100$10.00%
262TILRAY BRANDS INCTLRY586$10.00%
263FULGENT GENETICS INCFLGT31$10.00%
264BOX INCBXCAP45$10.00%
265SEA LTDSE29$10.00%
266DOCUSIGN INCDOCU34$10.00%
267EPR PPTYS26884U10917$10.00%
268NOVOCURE LTDNVCR34$10.00%
269AMERICAN OUTDOOR BRANDS INCAOUT75$10.00%
270OCCIDENTAL PETE CORP67459916215$10.00%
271LEMONADE INCLMND90$10.00%
272ALCOA CORPAA23$10.00%
273ALCOA CORPAA50$10.00%
274SANDSTORM GOLD LTD80013R206150$10.00%
275ADIENT PLCADNT39$10.00%
276FIVERR INTL LTDM4R82T10648$10.00%
277CRICUT INCCRCT100$10.00%
278MP MATERIALS CORPMP50$10.00%
279SLR INVESTMENT CORPSLRC4$00.00%
280LUMEN TECHNOLOGIES INCLUMN140$00.00%
281SKECHERS U S A INC8305661055$00.00%
282CHARGEPOINT HOLDINGS INCCHPT35$00.00%
283LUMEN TECHNOLOGIES INCLUMN229$00.00%
284WABTEC9297401081$00.00%
285STRATASYS LTDSSYS7$00.00%
286NANO X IMAGING LTDNNOX50$00.00%
287NIOCORP DEVS LTD65448460975$00.00%
288PLUG POWER INCPLUG30$00.00%
289BROOKFIELD BUSINESS PARTNERSBBUC19$00.00%
290WARNER BROS DISCOVERY INCWBD2$00.00%
291NORTHERN DYNASTY MINERALS LT66510M204175$00.00%
292ISHARES TR46432F8426$00.00%
293PELOTON INTERACTIVE INCPTON59$00.00%
294ALAMOS GOLD INC NEWAGI30$00.00%
295AURORA CANNABIS INCACB4$00.00%
296WABTEC9297401081$00.00%
297HORMEL FOODS CORPHRL6$00.00%
298ARCHER DANIELS MIDLAND COADM1$00.00%