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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 Q1 2024 · Filed May 15, 2024 · Accession 0001879202-24-000027

Total Value
$2.30B
Positions
295
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (295)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V70810,977,943$350.7M15.23%
2DIMENSIONAL ETF TRUST25434V4015,121,033$291.8M12.67%
3DIMENSIONAL ETF TRUST25434V7246,651,940$272.1M11.81%
4VANGUARD INDEX FDS922908769442,781$115.1M5.00%
5DIMENSIONAL ETF TRUST25434V8804,190,989$106.6M4.63%
6DIMENSIONAL ETF TRUST25434V8072,617,715$96.2M4.18%
7DIMENSIONAL ETF TRUST25434V5001,479,299$92.2M4.00%
8DIMENSIONAL ETF TRUST25434V6091,670,937$90.9M3.95%
9ISHARES TR46434V2821,459,706$78.5M3.41%
10AMERICAN CENTY ETF TR025072877780,921$73.2M3.18%
11AMERICAN CENTY ETF TR025072703913,252$58.2M2.53%
12AMERICAN CENTY ETF TR025072885521,299$46.7M2.03%
13EMERSON ELEC COEMR356,581$40.4M1.76%
14FIRST BUSEY CORPBUSEP1,301,825$31.3M1.36%
15ISHARES TR464288273422,739$26.8M1.16%
16VANGUARD INDEX FDS92290836350,317$24.2M1.05%
17APPLE INCAAPL123,621$21.2M0.92%
18DIMENSIONAL ETF TRUST25434V104447,733$16.4M0.71%
19ISHARES TR464287150135,110$15.6M0.68%
20ISHARES TR464288877272,569$14.8M0.64%
21MICROSOFT CORPMSFT33,665$14.2M0.61%
22VANGUARD TAX-MANAGED FDS921943858272,521$13.7M0.59%
23AMERICAN CENTY ETF TR025072604211,149$12.2M0.53%
24PROLOGIS INC.PLDGP91,898$12.0M0.52%
25ISHARES TR46435G425100,267$11.5M0.50%
26AMERICAN CENTY ETF TR025072802172,470$11.4M0.49%
27DIMENSIONAL ETF TRUST25434V203365,280$11.0M0.48%
28VANGUARD INDEX FDS922908553126,158$10.9M0.47%
29ISHARES TR46435G409362,836$10.2M0.44%
30ELI LILLY & COLLY12,353$9.6M0.42%
31ISHARES TR46432F842109,265$8.1M0.35%
32META PLATFORMS INCMETA13,977$6.8M0.29%
33BERKSHIRE HATHAWAY INC DELBRK-A16,021$6.7M0.29%
34AMERICAN CENTY ETF TR025072695144,218$6.7M0.29%
35VANGUARD INDEX FDS92290865237,105$6.5M0.28%
36EXXON MOBIL CORPXOM50,193$5.8M0.25%
37AMERICAN CENTY ETF TR025072562140,442$5.8M0.25%
38PROCTER AND GAMBLE CO74271810935,676$5.8M0.25%
39UNITEDHEALTH GROUP INCUNH11,448$5.7M0.25%
40AMAZON COM INCAMZN30,554$5.5M0.24%
41NVIDIA CORPORATIONNVDA5,589$5.0M0.22%
42AGNICO EAGLE MINES LTDAEM74,687$4.5M0.19%
43PEPSICO INCPEP24,157$4.2M0.18%
44ISHARES TR46428762213,447$3.9M0.17%
45AMERICAN CENTY ETF TR02507268783,425$3.9M0.17%
46VANGUARD INTL EQUITY INDEX F92204285891,885$3.8M0.17%
47HARMONY GOLD MINING CO LTDHGMCF468,156$3.8M0.17%
48INVESCO QQQ TRIVZ8,540$3.8M0.16%
49BANK AMERICA CORP06050510497,073$3.7M0.16%
50BARRICK GOLD CORP067901108220,593$3.7M0.16%
51FRANCO NEV CORPFNV30,580$3.6M0.16%
52ISHARES TR46435G243147,281$3.6M0.16%
53TESLA INCTSLA20,010$3.5M0.15%
54ALPHABET INCGOOG22,462$3.4M0.15%
55ISHARES TR46435G51641,797$3.3M0.15%
56COMCAST CORP NEWCCZ74,448$3.2M0.14%
57UNION PAC CORPUNP13,113$3.2M0.14%
58SPDR S&P 500 ETF TRSPY6,112$3.2M0.14%
59POST HLDGS INCPOST29,118$3.1M0.13%
60WALMART INCWMT51,014$3.1M0.13%
61ENERGIZER HLDGS INC NEWENR101,404$3.0M0.13%
62COMMERCE BANCSHARES INCCBSH54,877$2.9M0.13%
63ABBVIE INCABBV15,942$2.9M0.13%
64ISHARES INC46434G10353,130$2.7M0.12%
65MERCK & CO INCMRK20,706$2.7M0.12%
66MCDONALDS CORPMCD9,614$2.7M0.12%
67VANGUARD INDEX FDS9229087367,693$2.6M0.11%
68PFIZER INCPFE92,800$2.6M0.11%
69AMERICAN CENTY ETF TR02507236447,385$2.6M0.11%
70ISHARES TR46428716820,151$2.5M0.11%
71VANGUARD BD INDEX FDS92193782731,487$2.4M0.10%
72ENTERPRISE FINL SVCS CORP29371210558,651$2.4M0.10%
73SCHWAB STRATEGIC TR80852420137,965$2.4M0.10%
74VANGUARD INDEX FDS92290874414,131$2.3M0.10%
75JOHNSON & JOHNSONJNJ14,317$2.3M0.10%
76VANGUARD INDEX FDS92290861111,702$2.2M0.10%
77VANGUARD WORLD FD9219108167,712$2.2M0.10%
78ABBOTT LABSABLZF19,389$2.2M0.10%
79ISHARES TR46428780419,559$2.2M0.09%
80BOEING COBA-PA11,089$2.1M0.09%
81COSTCO WHSL CORP NEW22160K1052,891$2.1M0.09%
82GENERAL ELECTRIC CO36960430112,022$2.1M0.09%
83AMERICAN CENTY ETF TR02507234932,359$2.1M0.09%
84VANGUARD SCOTTSDALE FDS92206C71425,891$2.0M0.09%
85US BANCORP DELUSB-PS45,103$2.0M0.09%
86ISHARES TR4642872003,834$2.0M0.09%
87SALESFORCE INCCRM6,431$1.9M0.08%
88VANGUARD INTL EQUITY INDEX F92204277532,960$1.9M0.08%
89ALAMOS GOLD INC NEWAGI123,468$1.8M0.08%
90EDGEWELL PERS CARE CO28035Q10246,891$1.8M0.08%
91WHEATON PRECIOUS METALS CORPWPM38,369$1.8M0.08%
92HOME DEPOT INCHD4,543$1.7M0.08%
93JPMORGAN CHASE & COVYLD8,141$1.6M0.07%
94CHEVRON CORP NEWCVX10,193$1.6M0.07%
95SCHWAB STRATEGIC TR80852479719,269$1.6M0.07%
96AMERICAN CENTY ETF TR02507232329,295$1.5M0.07%
97AMERICAN CENTY ETF TR02507215824,495$1.5M0.07%
98ISHARES TR4642876144,290$1.4M0.06%
99OREILLY AUTOMOTIVE INC67103H1071,258$1.4M0.06%
100INTERNATIONAL BUSINESS MACHSINTR7,417$1.4M0.06%
101VANGUARD STAR FDS92190976823,282$1.4M0.06%
102ALPHABET INCGOOG9,043$1.4M0.06%
103ROYAL GOLD INCRGLD11,194$1.4M0.06%
104VANGUARD INDEX FDS9229086375,684$1.4M0.06%
105ISHARES TR46428815813,000$1.4M0.06%
106VISA INCV4,849$1.4M0.06%
107DIMENSIONAL ETF TRUST25434V30252,755$1.3M0.06%
108MASTERCARD INCORPORATEDMA2,694$1.3M0.06%
109QUALCOMM INCQCOM7,538$1.3M0.06%
110GRAYSCALE BITCOIN TR BTCGBTC19,694$1.2M0.05%
111ISHARES TR46436E75918,163$1.2M0.05%
112AMERICAN CENTY ETF TR02507224018,339$1.2M0.05%
113VANGUARD SCOTTSDALE FDS92206C6498,251$1.2M0.05%
114PAN AMERN SILVER CORP69790010875,507$1.1M0.05%
115FRANKLIN ELEC INCFELE10,031$1.1M0.05%
116SCHWAB STRATEGIC TR80852430011,427$1.1M0.05%
117VANGUARD WHITEHALL FDS9219464068,720$1.1M0.05%
118VANGUARD WORLD FD92204A7021,998$1.0M0.05%
119CENTENE CORP DELCNC13,083$1.0M0.04%
120ESCO TECHNOLOGIES INCESE9,584$1.0M0.04%
121CISCO SYS INCCSCO20,186$1.0M0.04%
122THE CIGNA GROUP1255231002,666$968,3480.04%
123ORACLE CORPORCL-PD7,669$963,3100.04%
124DANAHER CORPORATION2358511023,766$940,4460.04%
125NEXTERA ENERGY INCNEE-PW14,636$935,3870.04%
126VANGUARD INDEX FDS9229085383,927$925,9470.04%
127VANGUARD INDEX FDS9229086293,664$915,4870.04%
128SCHWAB STRATEGIC TR80852460718,440$907,9730.04%
129ADVANCED MICRO DEVICES INCAMD4,859$877,0010.04%
130REGENERON PHARMACEUTICALSREGN910$875,8660.04%
131VERIZON COMMUNICATIONS INCVZ20,722$869,5140.04%
132AMEREN CORPAEE11,583$856,6690.04%
133NIKE INCNKE9,012$846,9040.04%
134COLGATE PALMOLIVE COCL9,370$843,7690.04%
135ISHARES TR4642871013,375$835,0090.04%
136VANGUARD CHARLOTTE FDS92203J40716,913$831,9670.04%
137ELEVANCE HEALTH INCELV1,599$829,1450.04%
138APTIV PLCAPTV10,045$800,0840.03%
139AT&T INCT-PC45,082$793,4350.03%
140AUTOMATIC DATA PROCESSING INADP3,155$787,9300.03%
141AMGEN INCAMGN2,758$784,0800.03%
142AMERICAN EXPRESS COAXP3,409$776,1950.03%
143BROADCOM INCAVGO584$774,0390.03%
144WELLS FARGO CO NEW94974610113,274$769,3690.03%
145ISHARES TR46428750712,223$742,4020.03%
146DISNEY WALT CO2546871065,935$726,1730.03%
147COCA COLA COKO11,782$720,8120.03%
148CATERPILLAR INCCAT1,939$710,6190.03%
149MACERICH COMAC40,845$703,7540.03%
150NETFLIX INCNFLX1,127$684,4610.03%
151CALUMET SPECIALTY PRODS PART13147610345,000$668,7000.03%
152VANGUARD WORLD FD9219108405,562$664,7150.03%
153BELLRING BRANDS INCBRBR10,820$638,7050.03%
154ISHARES TR46428864612,242$627,7700.03%
155DIGITALOCEAN HLDGS INCDOCN16,060$613,1710.03%
156MONDELEZ INTL INC6092071058,760$613,1670.03%
157CHUBB LIMITEDCB2,334$604,8090.03%
158VANGUARD INDEX FDS9229085952,302$600,0540.03%
159APPLIED MATLS INC0382221052,904$598,8920.03%
160TEXAS INSTRS INC8825081043,282$571,7000.02%
161PHILIP MORRIS INTL INC7181721096,201$568,1360.02%
162SCHWAB STRATEGIC TR8085244097,435$564,9160.02%
163INTUITINTU864$561,6000.02%
164AMERICAN CENTY ETF TR0250722328,014$559,5550.02%
165ACCENTURE PLC IRELANDACN1,590$550,9830.02%
166ISHARES INC46434G86317,092$550,8670.02%
167SCHWAB STRATEGIC TR8085241028,991$548,9020.02%
168VANGUARD SPECIALIZED FUNDS9219088442,986$545,2730.02%
169ISHARES TR4642874082,903$542,4000.02%
170ISHARES TR4642873096,406$540,9360.02%
171ISHARES TR4642876481,970$533,5410.02%
172VANGUARD INDEX FDS9229087512,294$524,3850.02%
173REGIONS FINANCIAL CORP NEWRF-PF24,735$520,4240.02%
174ISHARES TR46432F3884,803$520,2130.02%
1753M COMMM4,872$516,8110.02%
176MCKESSON CORPMCK961$515,9130.02%
177CONOCOPHILLIPSCOP4,048$515,2150.02%
178BRISTOL-MYERS SQUIBB COCELG-RI9,481$514,1300.02%
179LINDE PLCLIN1,095$508,4300.02%
180ISHARES TR4642875982,818$504,8150.02%
181SHELL PLCRYDAF7,484$501,7590.02%
182RELIANCE INCRS1,487$496,9260.02%
183ISHARES TR4642876552,318$487,4750.02%
184GENERAL MLS INC3703341046,932$485,0490.02%
185IONIS PHARMACEUTICALS INCIONS11,155$483,5690.02%
186AFLAC INCAFL5,537$475,4070.02%
187AMERICAN CENTY ETF TR0250721908,890$472,5920.02%
188SPDR DOW JONES INDL AVERAGE78467X1091,166$463,7040.02%
189NOVARTIS AGNVSEF4,793$463,6100.02%
190AMERICAN CENTY ETF TR0250721257,445$463,0220.02%
191PHILLIPS 66PSX2,835$463,0080.02%
192VANGUARD INDEX FDS9229085122,946$459,3360.02%
193EATON CORP PLCETN1,463$457,4590.02%
194AUTOZONE INCAZO143$450,6860.02%
195RTX CORPORATIONRTX4,578$446,4920.02%
196SPDR S&P MIDCAP 400 ETF TRMDY789$439,0000.02%
197LOCKHEED MARTIN CORPLMT949$431,6720.02%
198GILEAD SCIENCES INCGILD5,872$430,1240.02%
199LOWES COS INC5486611071,680$427,9460.02%
200BP PLCBPPFF11,288$425,3400.02%
201TARGET CORPTGT2,391$423,7170.02%
202FEDEX CORPFDX1,437$416,2280.02%
203ISHARES TR4642874994,817$405,0810.02%
204ISHARES TR46434V2906,333$402,6520.02%
205SCHWAB STRATEGIC TR8085245084,847$394,6510.02%
206FASTENAL COFAST4,970$383,4110.02%
207CORTEVA INCCTVA6,606$380,9680.02%
208PNC FINL SVCS GROUP INC6934751052,259$365,0540.02%
209HONEYWELL INTL INC4385161061,771$363,4980.02%
210ISHARES TR4642871763,339$358,6510.02%
211BECTON DICKINSON & COBDX1,430$353,8540.02%
212INTEL CORPINTC7,910$349,3770.02%
213BIOGEN INCBIIB1,606$346,3020.02%
214M & T BK CORP55261F1042,353$342,2200.01%
215MARATHON PETE CORPMARA1,687$339,9310.01%
216WEC ENERGY GROUP INCWEC4,119$338,2520.01%
217GE HEALTHCARE TECHNOLOGIES IGEHC3,680$334,5740.01%
218AMERICAN CENTY ETF TR0250722995,840$332,4580.01%
219ROPER TECHNOLOGIES INCROP587$329,2130.01%
220THERMO FISHER SCIENTIFIC INCTMO565$328,3840.01%
221ALTRIA GROUP INCMO7,526$328,2840.01%
222ADOBE INCADBE647$326,4760.01%
223AMERICAN CENTY ETF TR0250722815,250$322,4890.01%
224NORFOLK SOUTHN CORP6558441081,257$320,3720.01%
225SUPER MICRO COMPUTER INCSMCI311$314,1190.01%
226ISHARES TR4642876891,042$312,6830.01%
227CENCORA INCCOR1,285$312,2420.01%
228AIR PRODS & CHEMS INCAIIR1,261$305,5020.01%
229YUM BRANDS INCYUM2,202$305,2640.01%
230KINDER MORGAN INC DELEP-PC16,292$298,7990.01%
231WOODWARD INCWWD1,930$297,4520.01%
232CARDINAL HEALTH INCCAH2,653$296,8710.01%
233ROCKWELL AUTOMATION INCROK1,011$294,5350.01%
234UNITED RENTALS INCURI407$293,4920.01%
235MARRIOTT INTL INC NEW5719032021,156$291,6700.01%
236D R HORTON INC23331A1091,761$289,7730.01%
237PRUDENTIAL FINL INCPUKPF2,459$288,6930.01%
238TJX COS INC NEW8725401092,827$286,7140.01%
239SEMPRASREA3,980$285,8500.01%
240AMERICAN CENTY ETF TR0250723155,755$282,3400.01%
241CANADIAN NAT RES LTD1363851013,665$279,7130.01%
242UNITED PARCEL SERVICE INCUPS1,881$279,5010.01%
243KIMBERLY-CLARK CORPKMB2,129$275,3860.01%
244RECURSION PHARMACEUTICALS INRXRX27,610$275,2720.01%
245SOUTHERN COSOMN3,834$275,0640.01%
246CORNING INCGLW8,342$274,9650.01%
247TRANSDIGM GROUP INCTDG223$274,6470.01%
248EA SERIES TRUST02072L53212,785$271,8880.01%
249SYNOPSYS INCSNPS474$270,8910.01%
250ECOLAB INCECL1,169$269,9220.01%
251COINBASE GLOBAL INCCOIN1,018$269,8920.01%
252PALO ALTO NETWORKS INCPANW946$268,8480.01%
253GOLDMAN SACHS GROUP INCGSCE644$268,8310.01%
254COPART INCCPRT4,627$267,9960.01%
255LINCOLN NATL CORP IND5341871098,220$262,4610.01%
256ANALOG DEVICES INCADI1,317$260,4890.01%
257LIBERTY MEDIA CORP DELFWONB3,872$254,0030.01%
258PIONEER NAT RES CO723787107966$253,5090.01%
259NOVO-NORDISK A SNONOF1,955$251,0220.01%
260STRYKER CORPORATIONSYK690$246,9300.01%
261MICRON TECHNOLOGY INCMU2,091$246,5080.01%
262SPDR SER TR78464A7631,874$245,9560.01%
263ISHARES TR4642887291,760$245,8460.01%
264ISHARES TR4642874731,940$243,1430.01%
265PROGRESSIVE CORP7433151031,145$236,8090.01%
266VANGUARD WORLD FD92204A8761,635$233,1180.01%
267WASTE MGMT INC DEL94106L1091,088$231,9070.01%
268MICROCHIP TECHNOLOGY INC.MCHPP2,521$226,1590.01%
269LAM RESEARCH CORPLRCX228$221,5180.01%
270STARBUCKS CORPSBUX2,423$221,4580.01%
271MORGAN STANLEYMS-PQ2,350$221,2760.01%
272CDW CORPCDW861$220,2270.01%
273BLACKSTONE INCBX1,673$219,7820.01%
274ISHARES SILVER TRSLV9,544$217,1260.01%
275LIBERTY GLOBAL LTDLBTYK12,237$215,8610.01%
276AMERICAN CENTY ETF TR0250721823,750$213,2630.01%
277SCHWAB CHARLES CORPSCHW-PJ2,924$211,5220.01%
278AMERICAN TOWER CORP NEW03027X1001,069$211,2240.01%
279TRANE TECHNOLOGIES PLCTT702$210,7400.01%
280ISHARES TR4642874811,846$210,7020.01%
281KLA CORPKLAC300$209,5710.01%
282SCHWAB STRATEGIC TR8085248055,365$209,3530.01%
283ISHARES TR4642874652,594$207,1570.01%
284PAYPAL HLDGS INCPYPL3,091$207,0660.01%
285SEABOARD CORP DELSE64$206,3310.01%
286ISHARES TR4642876632,247$203,2190.01%
287ILLINOIS TOOL WKS INC452308109753$202,0520.01%
288CADENCE DESIGN SYSTEM INCCDNS646$201,0870.01%
289FORD MTR CO DEL34537086012,716$168,8680.01%
290GENELUX CORPORATIONGNLX18,230$117,2190.01%
291WARNER BROS DISCOVERY INCWBD13,082$114,2060.00%
292SIRIUS XM HOLDINGS INCSIRI28,704$111,3730.00%
293BLACKROCK CORPOR HI YLD FD IBLK10,000$97,9000.00%
294EATON VANCE TAX-MANAGED GLOBETN10,398$84,8480.00%
295NORTHERN DYNASTY MINERALS LT66510M20444,414$14,1240.00%