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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

Plancorp, LLC

Quarter ended Q4 2023 · Filed November 8, 2023 · Accession 0001879202-23-000024

Total Value
$1.87B
Positions
258
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (258)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V70811,060,068$289.8M15.51%
2DIMENSIONAL ETF TRUST25434V4015,468,420$254.6M13.62%
3DIMENSIONAL ETF TRUST25434V7246,811,511$231.7M12.40%
4DIMENSIONAL ETF TRUST25434V8804,217,939$95.0M5.08%
5DIMENSIONAL ETF TRUST25434V8072,600,613$84.8M4.54%
6DIMENSIONAL ETF TRUST25434V5001,504,900$79.0M4.23%
7DIMENSIONAL ETF TRUST25434V6091,723,001$78.7M4.21%
8ISHARES TR46434V2821,359,292$58.9M3.15%
9AMERICAN CENTY ETF TR025072877716,075$55.8M2.99%
10AMERICAN CENTY ETF TR025072703868,246$48.3M2.59%
11EMERSON ELEC COEMR432,523$41.8M2.24%
12VANGUARD INDEX FDS922908769196,616$41.8M2.23%
13AMERICAN CENTY ETF TR025072885505,874$37.1M1.98%
14FIRST BUSEY CORPBUSEP1,320,225$25.4M1.36%
15ISHARES TR464288273408,981$23.1M1.24%
16APPLE INCAAPL116,750$20.0M1.07%
17VANGUARD INDEX FDS92290836339,374$15.5M0.83%
18ISHARES TR464287150143,654$13.5M0.72%
19ISHARES TR464288877270,877$13.3M0.71%
20DIMENSIONAL ETF TRUST25434V104379,628$11.4M0.61%
21VANGUARD TAX-MANAGED FDS921943858252,031$11.0M0.59%
22AMERICAN CENTY ETF TR025072604204,510$10.8M0.58%
23PROLOGIS INC.PLDGP91,864$10.3M0.55%
24AMERICAN CENTY ETF TR025072802172,470$10.0M0.53%
25MICROSOFT CORPMSFT31,497$9.9M0.53%
26ISHARES TR46435G42599,018$9.3M0.50%
27VANGUARD INDEX FDS922908553118,820$9.0M0.48%
28ISHARES TR46435G409342,533$8.7M0.46%
29DIMENSIONAL ETF TRUST25434V203315,086$8.2M0.44%
30ELI LILLY & COLLY12,072$6.5M0.35%
31AMERICAN CENTY ETF TR025072695144,218$6.4M0.34%
32EXXON MOBIL CORPXOM48,579$5.7M0.31%
33UNITEDHEALTH GROUP INCUNH11,320$5.7M0.31%
34AMERICAN CENTY ETF TR025072562140,442$5.6M0.30%
35BERKSHIRE HATHAWAY INC DELBRK-A15,458$5.4M0.29%
36ISHARES TR46432F84282,275$5.3M0.28%
37TESLA INCTSLA20,829$5.2M0.28%
38PROCTER AND GAMBLE CO74271810934,654$5.1M0.27%
39FRANCO NEV CORPFNV32,956$4.4M0.24%
40VANGUARD INDEX FDS92290865230,630$4.4M0.23%
41PEPSICO INCPEP23,660$4.0M0.21%
42META PLATFORMS INCMETA13,053$3.9M0.21%
43AMERICAN CENTY ETF TR02507268783,425$3.8M0.20%
44ENERGIZER HLDGS INC NEWENR118,321$3.8M0.20%
45AGNICO EAGLE MINES LTDAEM77,807$3.5M0.19%
46COMCAST CORP NEWCCZ78,415$3.5M0.19%
47AMAZON COM INCAMZN26,829$3.4M0.18%
48ISHARES TR46435G243140,898$3.3M0.18%
49BARRICK GOLD CORP067901108225,030$3.3M0.18%
50PFIZER INCPFE92,740$3.1M0.16%
51INVESCO QQQ TRIVZ8,363$3.0M0.16%
52ISHARES TR46435G51639,068$2.7M0.14%
53BANK AMERICA CORP06050510494,811$2.6M0.14%
54ALPHABET INCGOOG19,818$2.6M0.14%
55WALMART INCWMT16,102$2.6M0.14%
56UNION PAC CORPUNP12,555$2.6M0.14%
57VANGUARD INTL EQUITY INDEX F92204285865,038$2.6M0.14%
58MCDONALDS CORPMCD9,665$2.5M0.14%
59COMMERCE BANCSHARES INCCBSH52,993$2.5M0.14%
60ISHARES TR46428762210,796$2.5M0.14%
61SPDR S&P 500 ETF TRSPY5,779$2.5M0.13%
62ISHARES INC46434G10351,540$2.5M0.13%
63BOEING COBA-PA12,553$2.4M0.13%
64VANGUARD BD INDEX FDS92193782730,503$2.3M0.12%
65AMERICAN CENTY ETF TR02507236447,385$2.3M0.12%
66ABBVIE INCABBV15,039$2.2M0.12%
67ENTERPRISE FINL SVCS CORP29371210559,610$2.2M0.12%
68ISHARES TR46428716820,490$2.2M0.12%
69NVIDIA CORPORATIONNVDA4,867$2.1M0.11%
70MERCK & CO INCMRK20,519$2.1M0.11%
71SCHWAB STRATEGIC TR80852479729,615$2.1M0.11%
72JOHNSON & JOHNSONJNJ13,059$2.0M0.11%
73SCHWAB STRATEGIC TR80852420139,405$2.0M0.11%
74VANGUARD INDEX FDS9229087367,088$1.9M0.10%
75VANGUARD INTL EQUITY INDEX F92204277536,503$1.9M0.10%
76EDGEWELL PERS CARE CO28035Q10251,088$1.9M0.10%
77VANGUARD INDEX FDS92290861111,146$1.8M0.10%
78ABBOTT LABSABLZF18,209$1.8M0.09%
79HARMONY GOLD MINING CO LTDHGMCF468,156$1.8M0.09%
80VANGUARD SCOTTSDALE FDS92206C71426,169$1.7M0.09%
81VANGUARD INDEX FDS92290874412,418$1.7M0.09%
82AMERICAN CENTY ETF TR02507234932,359$1.7M0.09%
83ISHARES TR46428780417,730$1.7M0.09%
84CHEVRON CORP NEWCVX9,686$1.6M0.09%
85VANGUARD WORLD FD9219108167,134$1.6M0.09%
86WHEATON PRECIOUS METALS CORPWPM38,369$1.6M0.08%
87ISHARES TR4642872003,579$1.5M0.08%
88US BANCORP DELUSB-PS45,889$1.5M0.08%
89COSTCO WHSL CORP NEW22160K1052,565$1.4M0.08%
90ISHARES TR46428815813,000$1.3M0.07%
91AMERICAN CENTY ETF TR02507232329,295$1.3M0.07%
92HOME DEPOT INCHD4,057$1.2M0.07%
93VANGUARD STAR FDS92190976822,854$1.2M0.07%
94SALESFORCE INCCRM5,986$1.2M0.06%
95GENERAL ELECTRIC CO36960430110,819$1.2M0.06%
96ROYAL GOLD INCRGLD11,181$1.2M0.06%
97SEAGEN INCSE5,265$1.1M0.06%
98ISHARES TR4642876144,192$1.1M0.06%
99VANGUARD INDEX FDS9229086375,684$1.1M0.06%
100PAN AMERN SILVER CORP69790010875,507$1.1M0.06%
101OREILLY AUTOMOTIVE INC67103H1071,159$1.1M0.06%
102ISHARES TR46436E75918,428$1.1M0.06%
103CISCO SYS INCCSCO18,983$1.0M0.05%
104ALPHABET INCGOOG7,720$1.0M0.05%
105VANGUARD SCOTTSDALE FDS92206C6498,448$1.0M0.05%
106ESCO TECHNOLOGIES INCESE9,583$1.0M0.05%
107NEWMONT CORPNEMCL26,954$995,9500.05%
108APTIV PLCAPTV10,022$988,0690.05%
109INTERNATIONAL BUSINESS MACHSINTR7,029$986,1690.05%
110CENTENE CORP DELCNC14,177$976,5120.05%
111SCHWAB STRATEGIC TR80852460723,409$969,5950.05%
112VISA INCV4,210$968,3420.05%
113AMERICAN CENTY ETF TR02507224016,535$938,3980.05%
114FRANKLIN ELEC INCFELE10,026$894,6290.05%
115JPMORGAN CHASE & COVYLD6,104$885,2020.05%
116CALUMET SPECIALTY PRODS PART13147610345,000$859,5000.05%
117QUALCOMM INCQCOM7,615$845,7220.05%
118COCA COLA COKO14,971$838,0850.04%
119SCHWAB STRATEGIC TR80852430011,426$830,8980.04%
120MASTERCARD INCORPORATEDMA2,094$828,8610.04%
121VANGUARD WORLD FDS92204A7021,988$824,7830.04%
122NEXTERA ENERGY INCNEE-PW14,180$812,3790.04%
123DANAHER CORPORATION2358511023,254$807,3170.04%
124NIKE INCNKE8,418$804,9550.04%
125VANGUARD WHITEHALL FDS9219464067,655$790,8970.04%
126DOLLAR GEN CORP NEW2566771057,241$766,0980.04%
127THE CIGNA GROUP1255231002,539$726,3880.04%
128REGENERON PHARMACEUTICALSREGN878$722,5590.04%
129AUTOMATIC DATA PROCESSING INADP3,000$721,7400.04%
130VANGUARD INDEX FDS9229086293,465$721,5520.04%
131COLGATE PALMOLIVE COCL10,109$718,8510.04%
132VANGUARD CHARLOTTE FDS92203J40714,911$713,1910.04%
133ORACLE CORPORCL-PD6,709$710,5990.04%
134ISHARES TR4642871013,375$677,1600.04%
135AMGEN INCAMGN2,479$666,2840.04%
136AT&T INCT-PC44,309$665,5140.04%
137AMEREN CORPAEE8,539$638,9880.03%
138ELEVANCE HEALTH INCELV1,467$638,7610.03%
139ISHARES TR46428864612,315$613,6560.03%
140ISHARES TR4642875072,434$606,8190.03%
141SHELL PLCRYDAF8,910$573,6560.03%
142DIGITALOCEAN HLDGS INCDOCN23,773$571,2650.03%
143VANGUARD WORLD FD9219108405,562$563,9870.03%
144MONDELEZ INTL INC6092071058,087$561,2680.03%
145PHILIP MORRIS INTL INC7181721095,945$550,3880.03%
146BRISTOL-MYERS SQUIBB COCELG-RI9,449$548,4250.03%
147VERIZON COMMUNICATIONS INCVZ16,427$532,3860.03%
148TEXAS INSTRS INC8825081043,295$523,8840.03%
149IONIS PHARMACEUTICALS INCIONS11,155$505,9910.03%
150NOVARTIS AGNVSEF4,777$486,5680.03%
151DISNEY WALT CO2546871065,970$483,8980.03%
152CATERPILLAR INCCAT1,772$483,6320.03%
153SCHWAB STRATEGIC TR8085244097,436$479,2980.03%
154ISHARES TR4642876482,121$475,4760.03%
155AMERICAN CENTY ETF TR0250722328,014$471,3030.03%
156AMERICAN EXPRESS COAXP3,145$469,2030.03%
157ADVANCED MICRO DEVICES INCAMD4,509$463,6150.02%
1583M COMMM4,767$446,2610.02%
159ISHARES INC46434G86314,737$446,2280.02%
160MACERICH COMAC40,771$444,8080.02%
161ISHARES TR4642873096,406$438,3090.02%
162ISHARES TR4642874082,824$434,5170.02%
163BP PLCBPPFF11,211$434,0940.02%
164VANGUARD INDEX FDS9229085382,210$430,4420.02%
165GENERAL MLS INC3703341046,709$429,3050.02%
166REGIONS FINANCIAL CORP NEWRF-PF24,557$422,3790.02%
167VANGUARD INDEX FDS9229087512,216$418,9790.02%
168ISHARES TR4642875982,750$417,5760.02%
169GILEAD SCIENCES INCGILD5,554$416,2170.02%
170INTUITINTU800$408,7520.02%
171AFLAC INCAFL5,304$407,0820.02%
172WEC ENERGY GROUP INCWEC4,966$400,0110.02%
173BIOGEN INCBIIB1,546$397,3370.02%
174CHUBB LIMITEDCB1,888$393,0440.02%
175SPDR DOW JONES INDL AVERAGE78467X1091,157$387,5690.02%
176MCKESSON CORPMCK891$387,4510.02%
177CONOCOPHILLIPSCOP3,220$385,7740.02%
178RELIANCE STEEL & ALUMINUM CORS1,466$384,4290.02%
179ISHARES INC46428640012,367$379,2960.02%
180INVESCO EXCH TRADED FD TR IIIVZ9,448$378,5810.02%
181WELLS FARGO CO NEW9497461019,180$375,1000.02%
182ISHARES TR46432F3884,123$374,0390.02%
183APPLIED MATLS INC0382221052,634$364,6770.02%
184BECTON DICKINSON & COBDX1,391$359,6150.02%
185KIMBERLY-CLARK CORPKMB2,946$356,0240.02%
186FEDEX CORPFDX1,339$354,6790.02%
187LOCKHEED MARTIN CORPLMT856$350,0700.02%
188AUTOZONE INCAZO136$345,4390.02%
189ALTRIA GROUP INCMO8,157$343,0020.02%
190NETFLIX INCNFLX904$341,3500.02%
191PHILLIPS 66PSX2,831$340,1910.02%
192ROPER TECHNOLOGIES INCROP684$331,2480.02%
193LINDE PLCLIN885$329,5300.02%
194SCHWAB STRATEGIC TR8085245084,841$327,6400.02%
195ACCENTURE PLC IRELANDACN1,058$324,8310.02%
196SCHWAB STRATEGIC TR8085241026,502$324,1330.02%
197AIR PRODS & CHEMS INCAIIR1,106$313,4400.02%
198VANGUARD SPECIALIZED FUNDS9219088441,986$308,5850.02%
199ISHARES TR46434V2905,870$303,6550.02%
200ISHARES TR4642874994,372$302,7770.02%
201LOWES COS INC5486611071,417$294,5090.02%
202ISHARES TR4642876551,648$291,2680.02%
203YUM BRANDS INCYUM2,316$289,4190.02%
204WARNER BROS DISCOVERY INCWBD26,634$289,2450.02%
205AMERICAN CENTY ETF TR0250722995,840$286,4050.02%
206PNC FINL SVCS GROUP INC6934751052,296$281,8800.02%
207INVESCO EXCH TRADED FD TR IIIVZ25,681$281,2120.02%
208ISHARES TR4642876891,144$280,3490.02%
209ADOBE INCADBE546$278,4050.01%
210CORTEVA INCCTVA5,353$273,8590.01%
211ROCKWELL AUTOMATION INCROK947$270,7190.01%
212ISHARES TR4642871762,593$268,9550.01%
213SEMPRASREA3,852$262,0480.01%
214AMERICAN CENTY ETF TR0250722815,250$260,1900.01%
215AMERICAN CENTY ETF TR0250723155,755$258,2440.01%
216BROADCOM INCAVGO309$256,6490.01%
217KINDER MORGAN INC DELEP-PC15,350$254,5010.01%
218FASTENAL COFAST4,622$252,5640.01%
219CORNING INCGLW8,240$251,0840.01%
220ARCHER DANIELS MIDLAND COADM3,277$247,1510.01%
221SEABOARD CORP DELSE65$243,9450.01%
222SPDR S&P MIDCAP 400 ETF TRMDY530$242,0190.01%
223GE HEALTHCARE TECHNOLOGIES IGEHC3,537$240,6670.01%
224VANGUARD INDEX FDS9229085121,832$239,9400.01%
225WOODWARD INCWWD1,922$238,8280.01%
226UNITED PARCEL SERVICE INCUPS1,521$237,0730.01%
227TARGET CORPTGT2,135$236,1000.01%
228LIBERTY MEDIA CORP DELFWONB3,763$234,4350.01%
229EA SERIES TRUST02072L53212,785$233,6290.01%
230ENTERPRISE PRODS PARTNERS L2937921078,529$233,4270.01%
231NORFOLK SOUTHN CORP6558441081,177$231,7870.01%
232RTX CORPORATIONRTX3,199$230,2320.01%
233VANGUARD WORLD FDS92204A8761,800$229,5720.01%
234VANGUARD INDEX FDS9229085951,064$227,7850.01%
235SPIRE INCSRJN4,008$226,7550.01%
236LIBERTY GLOBAL PLCLBTYK12,180$226,0610.01%
237EATON CORP PLCETN1,057$225,4520.01%
238CARDINAL HEALTH INCCAH2,596$225,3850.01%
239PRUDENTIAL FINL INCPUKPF2,368$224,7150.01%
240SCHWAB STRATEGIC TR8085248056,566$222,9690.01%
241AMERICAN CENTY ETF TR0250721904,700$220,8000.01%
242CENCORA INCCOR1,183$212,9050.01%
243SPDR SER TR78464A7631,849$212,6780.01%
244WP CAREY INC92936U1093,924$212,2100.01%
245THERMO FISHER SCIENTIFIC INCTMO416$210,5670.01%
246INTEL CORPINTC5,896$209,5960.01%
247ANALOG DEVICES INCADI1,193$208,8820.01%
248MARRIOTT INTL INC NEW5719032021,054$207,1740.01%
249LIBERTY BROADBAND CORPLBRDP2,263$206,6570.01%
250PALO ALTO NETWORKS INCPANW867$203,2590.01%
251PIONEER NAT RES CO723787107879$201,7130.01%
252LINCOLN NATL CORP IND5341871098,131$200,7510.01%
253FORD MTR CO DEL34537086010,266$127,5080.01%
254SIRIUS XM HOLDINGS INCSIRI26,412$119,3840.01%
255BLACKROCK CORPOR HI YLD FD IBLK10,000$86,3000.00%
256RECURSION PHARMACEUTICALS INRXRX10,700$81,8550.00%
257EATON VANCE TAX-MANAGED GLOBETN10,398$76,6330.00%
258NORTHERN DYNASTY MINERALS LT66510M20446,867$15,2410.00%