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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

ENCOMPASS WEALTH ADVISORS, LLC

Quarter ended Q2 2023 · Filed May 5, 2023 · Accession 0001849614-23-000002

Total Value
$293.8M
Positions
282
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (282)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Growth464287309362,104$23.1M7.87%
2iShares S&P 500 Value464287408140,685$21.4M7.27%
3iShares Core MSCI EAFE46432F842187,725$12.5M4.27%
4Lord Abbett Ultra Short Bond I54401E4571,223,670$12.1M4.11%
5iShares Core S&P Small-Cap464287804112,801$10.9M3.71%
6Airbnb IncABNB80,960$10.1M3.43%
7JPMorgan Ultra-Short Income ETF46641Q837196,261$9.9M3.36%
8iShares Core S&P Mid-Cap46428750733,797$8.5M2.88%
9Microsoft CorpMSFT22,900$6.6M2.25%
10Apple IncAAPL38,421$6.3M2.16%
11Columbia Contrarian Core Inst219766M600182,675$5.0M1.70%
12Vanguard FTSE Developed Markets ETF921943858109,146$4.9M1.68%
13BlackRock Core Bond Instl09260B309538,926$4.6M1.55%
14Schwab Value Advantage Money Ultra8085156964,370,232$4.4M1.49%
15Hartford Floating Rate I416649804556,031$4.3M1.46%
16American Funds Europacific Growth F229875E10079,343$4.3M1.45%
17Vanguard PRIMECAP Core Inv921921508143,196$4.1M1.39%
18Costco Wholesale Corp22160K1057,542$3.7M1.28%
19iShares MSCI EAFE Small-Cap46428827356,135$3.3M1.14%
20JPMorgan Ultra-Short Municipal Inc ETF46641Q65465,648$3.3M1.13%
21Principal Diversified Income Instl74254V232273,134$3.2M1.09%
22Vanguard Mega Cap Value ETF92191084031,182$3.2M1.07%
23iShares Core MSCI Emerging Markets ETF46434G10358,309$2.8M0.97%
24Roper Technologies IncROP5,409$2.4M0.81%
25Amazon.com IncAMZN21,547$2.2M0.76%
26Vanguard Mega Cap Growth ETF92191081610,487$2.1M0.73%
27Vanguard 500 Index Admiral9229087105,600$2.1M0.72%
28iShares Core S&P 5004642872005,014$2.1M0.70%
29Vanguard REIT ETF92290855323,633$2.0M0.67%
30Vanguard Mid-Cap ETF9229086299,277$2.0M0.67%
31Texas Instruments Inc88250810410,350$1.9M0.66%
32Vanguard Small Cap Index Adm92290868620,522$1.9M0.63%
33Schwab US Treasury Money Fund;Ultra8085154721,750,000$1.8M0.60%
34Vanguard Small-Cap ETF9229087519,152$1.7M0.59%
35American Funds American Mutual F202768182433,719$1.6M0.56%
36Berkshire Hathaway Inc BBRK-A5,137$1.6M0.54%
37Dodge & Cox Stock I2562191067,276$1.6M0.54%
38Amgen IncAMGN6,473$1.6M0.53%
39Union Pacific CorpUNP7,678$1.5M0.53%
40Western Asset Core Bond I957663305140,459$1.5M0.52%
41AB Income Advisor01881M442228,110$1.5M0.50%
42Columbia Oregon Itmt Muncpl Bd Inst219766M691124,957$1.5M0.49%
43Boeing CoBA-PA6,782$1.4M0.49%
44SPDR Gold SharesGLD7,300$1.3M0.46%
45Principal MidCap Institutional74253Q74740,147$1.3M0.45%
46Touchstone Mid Cap Growth Y89154X53441,105$1.3M0.44%
47BlackRock Floating Rate Income Instl09260B747131,421$1.2M0.43%
48Alphabet Inc AGOOG11,375$1.2M0.40%
49American Funds Growth Fund of Amer F239987482520,581$1.1M0.38%
50American Funds Capital Income Bldr F214019410117,632$1.1M0.38%
51Vanguard Interm-Term Bond Index Adm921937801106,133$1.1M0.37%
52Mastercard Inc AMA3,005$1.1M0.37%
53Vanguard Ltd-Term Tx-Ex Adm92290788698,555$1.1M0.36%
54Applied Materials Inc0382221058,348$1.0M0.35%
55Vanguard FTSE Emerging Markets ETF92204285824,976$1.0M0.34%
56Hartford Multifactor Dev Mkts (exUS) ETF51841610238,059$1.0M0.34%
57Chevron CorpCVX6,122$998,8560.34%
58Procter & Gamble Co7427181096,628$985,5170.34%
59Nike Inc BNKE7,974$977,9110.33%
60Johnson & JohnsonJNJ6,169$956,1950.33%
61iShares Russell 1000 Growth4642876143,893$951,2090.32%
62Visa Inc Class AV4,134$932,0200.32%
63iShares Russell 1000 Value4642875985,813$885,0920.30%
64T. Rowe Price Capital Appreciation77954M10527,904$882,6050.30%
65iShares MSCI ACWI ex US ETF46428824018,012$878,4450.30%
66JP Morgan 6.125 Perp '24 FRN46625HJW1895,000$871,2830.30%
67Vanguard Tax-Exempt Bond ETF92290774617,020$862,2330.29%
68Lam Research CorpLRCX1,586$840,8830.29%
69Starbucks CorpSBUX8,064$839,7500.29%
70Ecolab IncECL5,050$835,9270.28%
71NVR IncNVR150$835,8290.28%
72Fidelity Inv MM Fds Treasury Only Instl31607A802832,143$832,1430.28%
73Cisco Systems IncCSCO15,754$823,5300.28%
74Polen Growth Institutional36087365723,255$807,8680.27%
75Markel CorpMKL600$766,4460.26%
76Copart IncCPRT10,000$752,0000.26%
77Progressive Corp7433151035,000$715,3000.24%
78First Trust Value Line Dividend ETF33734H10617,500$702,8000.24%
79Calamos Market Neutral Income I12811988049,244$697,7920.24%
80Medtronic PLCMDT8,617$694,7030.24%
81Moody's CorporationMCO2,250$688,5450.23%
82Vanguard FTSE All-World ex-US Sm-Cp ETF9220427186,210$678,3620.23%
83Target CorpTGT4,026$666,7440.23%
84Columbia Large Cap Growth Inst19765P66113,020$653,4770.22%
85Exxon Mobil CorpXOM5,931$650,3930.22%
86Polen Growth Investor36087366519,151$642,9070.22%
87SPDR S&P 500 ETFSPY1,559$638,2390.22%
88iShares Ultra Short-Term Bond ETF46434V87812,660$636,1650.22%
89American Funds Income Fund of Amer F245332082226,706$603,8300.21%
90Chubb LtdCB3,094$600,7930.20%
91Vanguard S&P 500 Growth ETF9219325052,590$596,9430.20%
92Norfolk Southern Corp6558441082,780$589,3600.20%
93PRIMECAP Odyssey Aggressive Growth74160Q20214,677$588,9980.20%
94American Funds Growth Fund of Amer 529F239987474210,550$579,5980.20%
95Danaher Corp2358511022,292$577,6760.20%
96Intel CorpINTC16,645$543,7300.19%
97Fastenal CoFAST10,000$539,2000.18%
98Franklin Income Adv353496847234,993$535,7840.18%
99American Funds American Mutual 529-F-202768174110,999$534,0950.18%
100Meta Platforms Inc Class AMETA2,517$533,5180.18%
101SPDR S&P MidCap 400 ETFMDY1,160$531,7560.18%
102BlackRock Municipal 2030 Target TermBLK24,400$529,9680.18%
103Vanguard S&P 500 Value ETF9219327033,535$518,5850.18%
104iShares Gold TrustIAU13,825$516,6400.18%
105Verizon Communications IncVZ12,888$501,1980.17%
106US Treasury 4.375 10/31/2491282CFQ9500,000$500,5470.17%
107Fidelity Tax-Exempt Money Market Prm316341403499,038$499,0380.17%
108Illumina IncILMN2,143$498,6750.17%
109EV Tax Advantaged Dividend IncETN22,009$497,6260.17%
110Alphabet Inc CGOOG4,773$496,3880.17%
111iShares Russell Mid-Cap4642874997,021$490,9080.17%
112US Treasury Bill 09/07/23UNTCW500,000$489,7950.17%
113Tesla Motors IncTSLA2,332$483,8510.16%
114The Home Depot IncHD1,620$478,0940.16%
115Pfizer IncPFE11,608$473,6020.16%
116Vanguard CA Interm-Term Tax-Exempt Adm92202140741,747$472,9930.16%
117Vanguard Real Estate Index Admiral9219088773,964$466,8670.16%
118Berkshire Hathaway Inc ABRK-A1$465,6000.16%
119PepsiCo IncPEP2,527$460,6720.16%
120Vanguard CA Long-Term Tax-Exempt Adm92202150640,179$456,4370.16%
121Amana Growth Institutional0228655057,312$452,9030.15%
122PIMCO Income I-372202E39343,228$451,7290.15%
123iShares Russell 20004642876552,480$442,4320.15%
124Hartford Capital Appreciation Y41664560410,017$440,2540.15%
125iShares US Real Estate4642877395,049$428,6600.15%
126Bank of America Corporation06050510414,983$428,5040.15%
127C.H. Robinson Worldwide IncCHRW4,201$417,6530.14%
128American Funds Invmt Co of Amer F24613088279,492$414,6270.14%
129International Business Machines CorpINTR3,157$413,7880.14%
130American Funds Europacific Growth 529F22987067637,656$412,0330.14%
131Salesforce IncCRM2,047$408,8590.14%
132AB High Income Municipal Advisor01864274439,831$408,6680.14%
133KLA CorpKLAC1,000$399,1700.14%
134AB Ultra Short Income ETF00039J1037,900$396,5410.13%
135American Century Equity Income Inv02507610044,765$392,1440.13%
136Invesco Main Street Mid Cap YIVZ14,219$387,0450.13%
137Walt Disney Co2546871063,830$383,5210.13%
138iShares Core S&P Total US Stock Mkt ETF4642871504,116$372,7040.13%
139Vanguard Ltd-Term Tx-Ex92290770434,530$371,8930.13%
1403M CoMMM3,518$369,7760.13%
141Fidelity Advisor New Insights I31607160412,716$367,4850.13%
142BP PLC ADRBPPFF9,675$367,0800.12%
143Vanguard Interm-Term Tx-Ex Inv92290720926,853$364,9340.12%
144BlackRock MuniHoldings FundBLK30,194$363,8380.12%
145American Funds Washington Mutual F29393308256,918$361,6240.12%
146Vanguard Long-Term Tax-Exempt92290730833,323$359,8900.12%
147Columbia Large Cap Growth Inst219766D3787,119$358,1740.12%
148iShares S&P Mid-Cap 400 Value ETF4642877053,345$343,7660.12%
149Western Asset Short Duration Muni Inc I52469F17668,877$341,6280.12%
150T. Rowe Price Group IncTROW3,000$338,6100.12%
151Vanguard Total Stock Market ETF9229087691,609$328,3970.11%
152CarMax IncKMX5,000$321,4000.11%
153DFA US Sustainability Core 12332032159,975$319,0090.11%
154Invesco QQQ TrustIVZ982$315,0250.11%
155Lord Abbett High Yield I54400N40949,954$310,2120.11%
156United Parcel Service Inc Class BUPS1,592$308,8320.11%
157Vanguard Total Stock Mkt Idx Adm9229087283,090$307,0710.10%
158Mettler-Toledo International IncMTD200$306,0420.10%
159Microchip Technology IncMCHPP3,610$302,4460.10%
160Fidelity Contrafund K631607183616,146$301,4530.10%
161Nuveen Intermediate Duration Muni TermNU23,000$299,0000.10%
162AbbVie IncABBV1,876$298,9730.10%
163Dodge & Cox Stock X2562065091,345$291,0850.10%
164JPMorgan Chase & CoVYLD2,181$284,2080.10%
165Nuveen S&P 500 Buy-Write IncomeNU21,488$281,2760.10%
166AT&T IncT-PC14,521$279,5340.10%
167Lord Abbett Short Duration Income A54391610072,121$278,3870.09%
168Intuitive Surgical IncISRG1,035$264,4110.09%
169iShares Russell 10004642876221,160$261,2670.09%
170iShares Core S&P US Value ETF4642876633,509$258,8940.09%
171Vanguard Strategic Equity Inv9220381048,081$255,2770.09%
172American Funds Fundamental Invs F23608028214,011$255,1120.09%
173American Funds SMALLCAP World 529-F-28316817474,158$249,2260.08%
174Franklin OR Tax Free Income Adv35472450222,853$240,6400.08%
175Sherwin-Williams CoSHW1,063$238,9240.08%
176Republic Services Inc7607591001,765$238,6630.08%
177Abbott LaboratoriesABLZF2,350$237,9610.08%
178iShares Global 100 ETF4642875723,340$234,0000.08%
179Fidelity Contrafund31607110917,213$228,7660.08%
180Donaldson Co IncDCI3,500$228,6900.08%
181US Treasury 2.500 01/31/24UNTCW230,000$225,7960.08%
182US Treasury 2.625 06/30/239128284U1225,000$223,8820.08%
183Fidelity Capital & Income31606210823,915$220,9770.08%
184Five9 IncFIVN3,049$220,4120.08%
185PIMCO Income I272201M71920,921$218,6250.07%
186USAA Intermediate-Term Bond90328883523,730$218,5550.07%
187Freeport-McMoRan IncFCX5,328$217,9680.07%
188Honeywell International Inc4385161061,127$215,4000.07%
189FedEx CorpFDX925$211,3530.07%
190Vanguard Value ETF9229087441,520$209,9270.07%
191Charles Schwab CorpSCHW-PJ4,000$209,5200.07%
192American Express CoAXP1,230$202,8890.07%
193Enterprise Products Partners LP2937921077,822$202,5850.07%
194Fidelity California Municipal MMk Instl31606Y108202,370$202,3700.07%
195Vanguard Ultra Short-Term Tx-Ex Adm92290780312,895$201,8090.07%
196JPMorgan Large Cap Growth C4812C05226,411$201,3660.07%
197BMO Harris Bk 3.800 04/14/23 MATd05600XJS0200,000$199,9080.07%
198JP Morgan Chase 2.900 07/21/2346593LDC0200,000$198,6780.07%
199Ft na bk America 2.700 07/21/2332110YXS9200,000$198,5140.07%
200US Treasury Bill 05/16/23UNTCW190,000$188,9680.06%
201American Funds Strategic Bond Fund;529F202631E74818,904$183,1820.06%
202Columbia Short Term Bond Inst219766B29919,044$179,9630.06%
203Lord Abbett Floating Rate I54391613419,123$151,6480.05%
204Fidelity Global ex US Index31614631510,657$143,1190.05%
205Fidelity New Markets Income31591083611,998$138,4560.05%
206Rithm Capital CorpRITM-PF14,584$116,6720.04%
207Fidelity Advisor Equity Growth C31580575410,617$111,9000.04%
208Greater Albany Sch Dist No 8j 5.000 06/15/23391554BZ4100,000$100,4670.03%
209Fidelity Municipal Money Market316048107100,021$100,0210.03%
210Associated Bank 5.050 09/22/23045491MY0100,000$100,0080.03%
211Northpointe Bank 5.050 06/21/23666613LF9100,000$100,0070.03%
212EV Tax-Mgd Gbl Div Equity IncomeETN12,799$99,9590.03%
213Beal Bnk US 3.800 04/19/23 MATd07371DJN8100,000$99,9380.03%
214Renasant 4.500 05/23/23RNST100,000$99,9240.03%
215Comerica Bank 4.400 05/16/23200339EZ8100,000$99,9220.03%
216Renasant 4.500 06/08/23RNST100,000$99,9030.03%
217Frst Rep Bk 4.450 07/03/2333616CLW8100,000$99,8360.03%
218KeyBank 4.450 07/13/23BEKE100,000$99,8210.03%
219KeyBank 4.600 01/12/24BEKE100,000$99,5460.03%
220Beal Bnk US 2.800 07/05/2307371DBM8100,000$99,3860.03%
221Ally Bank 2.850 12/29/2302007GUA9100,000$98,3070.03%
222Capitl One NA 3.300 07/01/2414042RSH5100,000$97,8690.03%
223Fidelity Money Market Premium31617H80589,354$89,3540.03%
224US Treasury 4.250 09/30/2491282CFN675,000$74,9150.03%
225MSBNA 4.100 10/06/2361690UT2675,000$74,6010.03%
226Invesco Senior Floating Rate YIVZ11,099$72,3670.02%
227Wells Fargo Bank 4.600 10/02/239497634X160,000$59,8520.02%
228US Treasury Bill 06/15/23UNTCW60,000$59,4350.02%
229Lord Abbett Short Duration Income F54391646415,369$59,3240.02%
230Lord Abbett Short Duration Income I54391668814,426$55,5410.02%
231US Treasury 4.500 11/30/2491282CFX450,000$50,1960.02%
232Umpqua 5.050 07/14/2390421MEP450,000$50,0010.02%
233Discover Bank 5.000 09/27/232546733H750,000$49,9930.02%
234US Treasury Bill 04/13/23 MATdUNTCW50,000$49,9360.02%
235US Treasury Bill 06/06/23912797FM450,000$49,5990.02%
236Valley Natl Bank 4.400 04/03/23 MATd919853HM640,000$39,9980.01%
237Bk Hapoalim NY 4.550 06/30/2306251A5A440,000$39,9460.01%
238Truist Bank 4.600 09/22/2389788HCC540,000$39,9070.01%
239Wells Fargo Bank 4.650 12/29/239497634V540,000$39,8370.01%
240US Treasury 0.625 01/15/26912828N7130,000$36,9090.01%
241Procter Gamble 3.100 08/15/23PG30,000$29,8990.01%
242Am Ex Bk 4.000 10/12/2302589AE3230,000$29,8190.01%
243Marion Cnty Ore 5.500 06/01/23569127BF925,000$25,1120.01%
244Portland Ore Swr Sys Rev 3.000 10/01/28 '24736742VT125,000$25,0910.01%
245Planters Bank 4.500 05/08/2372741PGK725,000$24,9890.01%
246Truist Bank 4.400 05/18/2389788HBR325,000$24,9800.01%
247Beal Bnk US 4.600 08/23/2307371DLJ425,000$24,9500.01%
248Customers Bank 4.800 11/24/2323204HNH725,000$24,9470.01%
249Wells Fargo Bank 4.550 11/03/239497633J325,000$24,9090.01%
250JP Morgan Chase 4.000 09/26/23 '2346593LPP825,000$24,8750.01%
251MSBNA 4.000 09/29/2361690US6825,000$24,8610.01%
252Portland Ore Cmnty College Dis 3.000 06/15/28 '23736688JF020,000$20,0160.01%
253Flushing Bank 5.000 07/06/2334387AFS320,000$19,9970.01%
254UMB Bnk 4.800 06/20/23904198BU120,000$19,9900.01%
255US Treasury Bill 06/08/23UNTCW20,000$19,8330.01%
256Portland Ore Cmnty College Dis 5.000 06/15/23736688JA115,000$15,0720.01%
257Oregon St 3.250 08/01/38 '2368608UTZ915,000$15,0320.01%
258Portland Ore Urban Renewal & R 4.750 06/15/25 '23736746VX315,000$15,0150.01%
259GoldMining IncGLDG11,300$13,6730.00%
260Portland Ore Swr Sys Rev 3.000 06/01/30 '25736742XK810,000$10,1030.00%
261Local Ore Cap Assets Program 3.500 06/01/34 '2353957KFN210,000$9,9960.00%
262Northpointe Bank 4.750 06/05/23666613LE210,000$9,9960.00%
263Mid Penn Bancorp 4.650 06/05/23MPB10,000$9,9940.00%
264Beal Bnk US 4.550 06/07/2307371DLZ810,000$9,9910.00%
265NM Bk Tr 4.750 08/02/2364707PAK210,000$9,9900.00%
266First Mining Gold CorpFFMGF41,300$5,3690.00%
267Silver One Resources Inc82806210916,400$3,7010.00%
268Norsemont Mining IncNRRSF13,000$2,3530.00%
269Winston Gold Corp97562T102204,000$2,2240.00%
270Fannie Mae FNCL 256022 5.500 12/01/3531371MLB131,050$4380.00%
271International Iconic Gold Exploration CorpINTR39,000$3350.00%
272Fannie Mae FNCL 725424 5.500 04/01/3431402C4H226,025$2570.00%
273Fannie Mae FNCL 357797 5.500 06/01/3531376KNN217,000$2250.00%
274Fannie Mae FNCL 555876 5.500 10/01/3331385XQ5915,000$1590.00%
275Fannie Mae FNCL 937906 5.500 07/01/3731412XNX819,000$1320.00%
276Govt Natl Mrtg G2SF 003081 7.000 05/20/3136202DM6545,000$1240.00%
277Fannie Mae FNCL 962491 5.500 04/01/3831414CXU713,000$1160.00%
278Govt Natl Mrtg G2SF 002714 6.500 02/20/2936202DAP625,000$690.00%
279Govt Natl Mrtg G2SF 001901 8.000 11/20/2436202CDE025,000$50.00%
280Avaya Holdings Corp05351X10119,085$40.00%
281Esc Cef Nuveen Inter Closed End Fund670ESC03723,000$00.00%
282Lehman Bros Hldg 6.500 10/25/27 MTN DFTd525ESCFR570,000$00.00%