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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

STUDIO INVESTMENT MANAGEMENT LLC

Quarter ended Q2 2024 · Filed August 7, 2024 · Accession 0001893893-24-000004

Total Value
$439.5M
Positions
303
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (303)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Short-Term Inflation-Protected ETF922020805770,849$37.4M8.51%
2Vanguard Value ETF922908744166,084$27.0M6.14%
3Vanguard Dividend Appreciation ETF921908844137,766$25.4M5.78%
4Vanguard Small-Cap Value ETF922908611106,525$19.7M4.47%
5DFA International Core Equity 2 ETF25434V799561,609$14.8M3.36%
6Schwab Fundamental Intl Lg Co ETF808524755384,078$13.7M3.12%
7Berkshire Hathaway Inc Class BBRK-A30,993$12.6M2.87%
8Microsoft CorpMSFT22,834$10.2M2.32%
9Vanguard Short-Term Corporate Bond ETF92206C409129,897$10.0M2.28%
10Alphabet Inc Class AGOOG54,561$9.9M2.26%
11Apple IncAAPL37,406$7.9M1.79%
12General Dynamics CorpGD24,511$7.1M1.62%
13Procter & Gamble74271810941,985$6.9M1.58%
14iShares 3-7 Year Treasury Bond ETF46428866158,858$6.8M1.55%
15iShares 0 to 3 Month Treasury Bond ETF46436E71867,337$6.8M1.54%
16Nextera Energy IncNEE-PW93,215$6.6M1.50%
17Vanguard Short-Term Treasury ETF92206C102112,942$6.5M1.49%
18Vanguard Intl Div Apprec ETF92194681078,405$6.4M1.45%
19Vanguard Intermediate-Term Bond ETF92193781977,982$5.8M1.33%
20Merck & Co Inc NewMRK43,453$5.4M1.24%
21Caterpillar IncCAT15,569$5.2M1.18%
22DFA Emerging Market Core Equity 2 ETF25434V732193,418$5.2M1.18%
23Vanguard Total World Stock ETF92204274245,439$5.1M1.16%
24Jpmorgan Chase & CoVYLD24,018$4.9M1.11%
25Vanguard Total Stock Market ETF92290876917,647$4.8M1.08%
26Honeywell International Inc43851610620,933$4.5M1.02%
27Schwab Short-Term US Treasury ETF80852486290,974$4.4M1.00%
28iShares Short-Term National Muni Bond ETF46428815841,422$4.3M0.99%
29Johnson & JohnsonJNJ29,141$4.3M0.97%
30SPDR Nuveen Barclays Short Term Muni Bond ETF78468R73989,557$4.2M0.96%
31Vanguard Tax-Exempt Bond ETF92290774684,085$4.2M0.96%
32SPDR Bloomberg Barclay's 3 to 12 Month TBill ETF78468R52341,466$4.1M0.94%
33Unitedhealth Group IncUNH8,045$4.1M0.93%
34General Mills Inc37033410462,973$4.0M0.91%
35Broadcom Inc ComAVGO2,475$4.0M0.90%
36Amgen IncorporatedAMGN12,696$4.0M0.90%
37Vanguard Russell 1000 ETF92206C73015,743$3.9M0.89%
38Raytheon Technologies OrdRTX38,536$3.9M0.88%
39Cisco Systems IncCSCO72,208$3.4M0.78%
40D.R. Horton Inc23331A10923,770$3.3M0.76%
41Illinois Tool Works Inc45230810913,558$3.3M0.74%
42Chevron CorporationCVX20,302$3.2M0.72%
43Capital Group Core Plus Income ETF14020Y102132,500$2.9M0.67%
44Pepsico IncorporatedPEP16,108$2.7M0.60%
45Microchip TechnologyMCHPP28,803$2.6M0.60%
46Walt Disney Co25468710625,786$2.6M0.58%
47Amazon Com IncAMZN13,170$2.5M0.58%
48Bank Of America Corp06050510463,459$2.5M0.57%
49DFA US Large Cap Value ETF25434V66684,693$2.4M0.56%
50iShares Core 1-5 Year USD Bond ETF46432F85951,068$2.4M0.55%
51Blackrock IncBLK3,065$2.4M0.55%
52Alliant Energy CorpLNT44,404$2.3M0.51%
53Union Pacific CorpUNP9,807$2.2M0.50%
54Deere & CoDE5,828$2.2M0.50%
55Vanguard S&P Small-Cap 600 Growth ETF92193279418,882$2.1M0.48%
56Corteva Inc comCTVA37,749$2.0M0.46%
57Vanguard S&P Small-Cap 600 Value ETF92193277823,042$1.9M0.44%
58Northrop Grumman CorpNOC4,361$1.9M0.43%
59U S Bancorp Del NewUSB-PS41,903$1.7M0.39%
60Johnson Controls IncG5150210521,908$1.5M0.34%
61CSX CorpCSX42,099$1.4M0.32%
62Duke Energy Corp NewDUKB13,560$1.4M0.31%
63Invesco S&P 500 Equal Weight Utilts ETFIVZ22,629$1.3M0.30%
64Becton Dickinson and CoBDX5,495$1.3M0.29%
65Zimmer Biomet HldgsZBH11,420$1.2M0.28%
66Textron IncorporatedTXT14,072$1.2M0.28%
67C H Robinson Worldwide IncCHRW12,903$1.2M0.26%
68Aflac IncAFL12,733$1.1M0.26%
69Paychex IncPAYX9,204$1.1M0.25%
70FlexShares STOXX Global Broad Infras ETFFLEX20,191$1.1M0.24%
71FlexShares Mstar Glbl Upstrm Nat Res ETFFLEX26,585$1.1M0.24%
72FlexShares Glbl Quality Real Estate ETFFLEX19,433$1.1M0.24%
73Exxon Mobil CorporationXOM9,193$1.1M0.24%
74DFA US Targeted Value ETF25434V60920,119$1.0M0.24%
75T. Rowe Price Dividend Growth ETF87283Q40427,043$1.0M0.24%
76Invesco FTSE RAFI Dev Mkts ex-US S/M ETFIVZ31,069$1.0M0.23%
77Vanguard FTSE Emerging Markets ETF92204285822,749$995,4960.23%
78Wells Fargo & Co New94974610116,660$989,4370.23%
79Oracle CorporationORCL-PD6,871$970,1850.22%
80Ecolab IncECL3,972$949,7080.22%
81Lowes Companies Inc5486611074,097$903,2250.21%
82Air Products & Chemicals IncAIIR3,068$791,6970.18%
83Starbucks CorpSBUX10,051$782,4700.18%
84Omnicom Group IncOMC8,254$751,5610.17%
85Medtronic IncMDT9,265$741,8130.17%
86Enbridge Inc ComENNPF20,212$719,3450.16%
87Abbott LaboratoriesABLZF6,843$711,0560.16%
88C V S Caremark CorpCVS11,873$701,2190.16%
89Pfizer IncorporatedPFE24,905$696,8420.16%
90United Parcel SrvcUPS4,988$682,6080.16%
91Houlihan Lokey IncHLI4,699$633,7070.14%
92Meta Platforms Inc Class AMETA1,254$632,2920.14%
93Northern Trust CorpNTRSO7,358$628,8870.14%
94Applied Materials Inc0382221052,614$616,8780.14%
95Comcast Corp New Cl ACCZ15,687$614,3030.14%
96Salesforce, Inc.CRM2,360$606,7560.14%
97Stifel Financial Corp8606301027,011$589,9760.13%
98CACI International Inc1271903041,356$583,2560.13%
99Vanguard 500 ETF9229083631,150$579,2520.13%
100Brown & Brown IncBRO6,417$573,7440.13%
101Schwab Fundamental US Large Company ETF8085247718,080$546,3130.12%
102Visa Inc Cl AV1,894$497,1180.11%
103Expeditors International of Washington Inc3021301093,962$494,4180.11%
104CBRE Group IncCBRE5,546$494,2040.11%
105Insight Enterprises IncNSIT2,471$490,1480.11%
106Copart IncCPRT8,918$482,9990.11%
107Zebra TechnologiesZBRA1,542$476,3700.11%
108Goldman Sachs Group IncGSCE994$449,6060.10%
109UBS Group AGUBS15,092$445,8180.10%
110Accenture PlcACN1,439$436,6070.10%
111Thermo Fisher Scientific IncTMO768$425,3050.10%
112T ROWE PRICE CPTL APRCTN EQT ETF87283Q86713,457$422,6840.10%
113GMO U S QUALITY ETF90139K10013,462$419,0070.10%
114CDW CorpCDW1,870$418,5810.10%
115Interactive Brokers Group Inc45841N1073,402$417,0850.09%
116Littelfuse IncLFUS1,626$415,5890.09%
117The Middleby CorpMIDD3,356$411,4790.09%
118LKQ CorpLKQ9,701$403,4650.09%
119Landstar System IncLSTR2,155$397,5540.09%
120iShares Core S&P Small-Cap ETF4642878043,672$391,6560.09%
121Bank Of New York Mellon Co0640581006,502$389,4050.09%
122LVMH Moet Hennessy Louis Vuitton SE5024413062,465$378,0080.09%
123Nestle SA (ADR)6410694063,678$376,8110.09%
124Intuit IncINTU548$360,1510.08%
125Te Connectivity LtdTEL2,368$356,2180.08%
126Old National Bancorp68003310720,279$348,5960.08%
127Danaher Corp2358511021,390$348,0420.08%
128Take-Two Interactive Software IncTTWO2,217$344,7210.08%
129Arrow Electronics0427351002,765$333,9010.08%
130Lockheed Martin CorpLMT700$326,9700.07%
131The Hershey CoHSY1,763$324,0920.07%
132Nordson CorpNDSN1,361$315,6700.07%
133Electronic Arts IncEA2,201$306,6650.07%
134Invesco QQQ Trust ETFIVZ611$293,6430.07%
135Charles Schwab CorpSCHW-PJ3,983$293,5070.07%
136Canadian Natural Resources Ltd1363851018,070$293,2970.07%
137Constellation BrandSTZ1,138$292,7850.07%
138First Busey CorpBUSEP12,064$292,0690.07%
139Henry Schein IncHSIC4,502$288,5780.07%
140DIMENSIONAL INTERNATIONAL VAL ETF25434V8077,888$283,4950.06%
141Markel Group IncMKL179$282,0430.06%
142Netflix IncNFLX384$259,1540.06%
1433M CompanyMMM2,496$255,0660.06%
144Motorola Solutions IncMSI652$253,0040.06%
145Schwab US Dividend Equity ETF8085247973,145$249,6130.06%
146Constellation Software Inc21037X10086$248,0530.06%
147Capital One Financial Corp14040H1051,754$242,8410.06%
148Booz Allen HamiltonBAH1,565$240,8540.05%
149DIMENSIONAL INTERN CORE EQT MKT ETF25434V2037,983$236,8560.05%
150International Flavors & Fragrances Inc4595061012,466$236,7610.05%
151Heineken NVHKHHF4,870$235,3180.05%
152Advance Auto PartsAAP3,683$233,2440.05%
153Aspen Technology Inc29109X1061,147$227,8290.05%
154Mc Donalds CorpMCD836$213,0460.05%
155Emerson Electric CoEMR1,840$202,6940.05%
156Southwest Airlines8447411086,635$192,2160.04%
157Idex Corp45167R104910$183,0920.04%
158SPDR Gold SharesGLD825$177,3830.04%
159Jacobs Solutions IncJ1,247$174,2180.04%
160JB Hunt Transport Services Inc4456581071,013$162,0800.04%
161Bank Montreal Que Com0636711011,668$139,8620.03%
162Intel CorpINTC4,410$136,5780.03%
163iShares Barclays 1-3 Year Credit Bond ETF4642886462,350$120,4140.03%
164Carvana CoCVNA885$113,9170.03%
165Veeva Systems IncVEEV606$110,9040.03%
166iShares MSCI USA Quality Factor ETF46432F339633$108,0910.02%
167DIMENSIONAL INTERN SMALL CAP VL ETF25434V7813,781$101,7280.02%
168Janus Henderson AAA CLO ETF47103U8451,972$100,3350.02%
169Boston Beer Co IncSAM307$93,6500.02%
170Alphabet Inc Class CGOOG507$92,9940.02%
171T. Rowe Price Group IncTROW779$89,8260.02%
172Teledyne Technologies IncTDY229$88,8470.02%
173Borg Warner IncBWA2,503$80,6970.02%
174Coca Cola CompanyKO1,206$77,9230.02%
175Tyson Foods Inc Class ATSN1,350$77,1390.02%
176Yum China Holdings IYUMC2,274$70,1300.02%
177SPDR S&P 500 Trust ETFSPY121$66,2760.02%
178Waste Management Inc Del94106L109285$60,8020.01%
179SSGA Technology Select Sector SPDR ETF81369Y803248$56,1050.01%
180Zumiez IncZUMZ2,626$51,1540.01%
181Schwab US Mid-Cap ETF808524508623$48,8350.01%
182Schwab US Small-Cap ETF808524607973$46,4610.01%
183KenvueKVUE2,468$44,8680.01%
184Philip Morris Intl Inc718172109420$43,6510.01%
185iShares Edge MSCI Min Vol USA46429B697518$43,4910.01%
186NVIDIA CorpNVDA350$43,2430.01%
187Market Vectors Gold Miners ETF92189F1061,202$40,7840.01%
188CarMax IncKMX523$38,3570.01%
189MillerKnoll IncMLKN1,395$37,4760.01%
190Dollar General Corp256677105283$37,4210.01%
191Newmont Mining CorpNEMCL888$37,1810.01%
192Bristol-Myers Squibb CompanyCELG-RI892$37,0450.01%
193Metlife IncMET-PF454$31,8660.01%
194iShares Russell 1000 Value ETF464287598172$30,0090.01%
195Eli Lilly and CoLLY32$28,9720.01%
196Solventum Corp Com ShsSOLV544$28,7670.01%
197Booking Holdings IncBKNG7$27,7310.01%
198Dimensional US Core Equity 2 ETF25434V708846$27,2750.01%
199PIMCO Enhanced Short Maturity Active ETF72201R833268$26,9740.01%
200PARAMOUNT GLOBAL CLASS B COMMON STOCK92556H2062,509$26,3800.01%
201J M Smucker Co832696405235$25,6240.01%
202General Electric Company369604301158$25,1170.01%
203Agnico Eagle Mines LtdAEM383$25,0480.01%
204Energy Select Sector SPDR ETF81369Y506274$24,9750.01%
205Cheesecake Factory IncCAKE632$24,8310.01%
206Malibu Boats IncMBUU707$24,7730.01%
207Costco Wholesale Corp22160K10529$24,6500.01%
208iShares Dow Jones U.S. ETF464287846181$24,0070.01%
209Schwab US Broad Market ETF808524102364$23,0330.01%
210iShares Core MSCI Total Intl. Stk. ETF46432F834333$22,5170.01%
211Invesco S&P 500 Equal Weight ETFIVZ130$21,3560.00%
212iShares MSCI EAFE ETF464287465268$20,9920.00%
213Veralto OrdVLTO214$20,4690.00%
214Altria Group IncMO422$20,0490.00%
215CONSTELLATION ENERGY ORDCEG100$20,0270.00%
216The Trade Desk Inc Com Cl A88339J105200$19,5340.00%
217Vanguard Total International Stock ETF921909768320$19,2960.00%
218Corning IncGLW482$18,7260.00%
219Schwab Fundamental Emerg Mkts Lg Co ETF808524730615$18,4710.00%
220Watsco IncWSO-B38$17,6030.00%
221iShares MSCI Emerging Markets464287234400$17,0360.00%
222Stepan CoSCL200$16,7920.00%
223Hasbro IncHAS281$16,4390.00%
224A T & T Inc NewT-PC860$16,4350.00%
225Mastercard Inc AMA35$15,4410.00%
226Verizon CommunicationsVZ370$15,2590.00%
227Tesla Motors IncTSLA75$14,8410.00%
228Abbvie IncABBV85$14,5790.00%
229MSCI IncMSCI30$14,4530.00%
230DraftKings IncDKNG375$14,3140.00%
231iShares S&P 500 Value ETF46428740878$14,1970.00%
232VF Corp.VFC1,022$13,7970.00%
233Snowflake Cl A OrdSNOW100$13,5090.00%
234iShares Trust S&P Midcap464287507221$12,9330.00%
235Palantir Technologies IncPLTR500$12,6650.00%
236SPDR Bloomberg Short Term High Yield Bond ETF78468R408485$12,1100.00%
237DFA Dimensional US High Profitability ETF25434V831344$11,0050.00%
238Mondelez International Inc Class A609207105161$10,6730.00%
239Exelon CorporationEXC300$10,3830.00%
240Auto Data ProcessingADP42$10,1430.00%
241Dimensional US Marketwide Value ETF25434V724256$10,0530.00%
242CRH PLCCRH134$10,0470.00%
243PIMCO 1-5 U.S. TIPS ETF72201R205174$8,9850.00%
244Advanced Micro Devices IncAMD50$8,1110.00%
245ASML Holding NVASMLF7$7,1590.00%
246Ge Vernova LLCGEV39$6,6890.00%
247JPMorgan Diversified Return International Eq ETF46641Q209118$6,5230.00%
248iShares Core US Aggregate Bond46428722666$6,4070.00%
249D X C Technology ComDXC294$5,6120.00%
250Invesco DB Base MetalsIVZ274$5,5180.00%
251Invesco Ultra Short Duration ETFIVZ102$5,0900.00%
252Americold Realty Trust IncCOLD194$5,0400.00%
253GE Healthcare Technologies ORDGEHC59$4,5970.00%
254Novartis A G Spon AdrNVSEF40$4,2580.00%
255Uber Technologies IncUBER55$3,9970.00%
256Home Depot IncHD11$3,7870.00%
257The Kroger CoKR61$3,0460.00%
258PORTILLOS CL A ORD73642K106250$2,4300.00%
259Coinbase Global Class A ORDCOIN10$2,2220.00%
260Birkenstock Holding ORDBIRK36$1,9590.00%
261Citigroup Capital XIIIC-PR65$1,9030.00%
262CHS IncCHSCO67$1,6810.00%
263CHS IncCHSCO65$1,6740.00%
264Morgan Stanley61763E20761$1,5830.00%
265Fastly IncFSLY200$1,4740.00%
266Tilray IncTLRY838$1,3910.00%
267Morgan StanleyMS-PQ49$1,2660.00%
268Fifth Third Bancorp31677360546$1,2200.00%
269Morgan Stanley61762V20045$1,1750.00%
270Zions Bancorp NA98970185942$1,0610.00%
271Wintrust Financial CorpWTFCN41$1,0180.00%
272Teladoc Health IncTDOC100$9780.00%
273Penn National Gaming IncPENN50$9680.00%
274Aurora Cannabis IncACB200$9240.00%
275ConocophillipsCOP8$9150.00%
276iShares Russell 2000 Index4642876554$8120.00%
277The Goldman Sachs Group Inc.38144G80433$7570.00%
278Aspen Insurance Holdings Ltd.AHL-PF25$6880.00%
279Canopy Growth CorpCGC100$6450.00%
280Nio Inc.NIOIF140$5820.00%
281Phillips 66PSX4$5650.00%
282Morgan StanleyMS-PQ22$5210.00%
283Charles Schwab CorpSCHW-PJ17$4270.00%
284Moodys CorpMCO1$4210.00%
285Corbus Pharmaceuticals Holdings IncCRBP9$4070.00%
286SCE Trust V78409W20116$3980.00%
287Valley National BancorpVLYPN16$3550.00%
288Regions Financial CorpRF-PF9$2250.00%
289SCE Trust IV78409G2068$1880.00%
290Brighthouse Financia10922N1034$1730.00%
291Tellurian Inc New87968A104236$1630.00%
292Ouster Inc Ordinary Shares - Class AOUST15$1470.00%
293Kontoor Brands IncKTB2$1320.00%
294Ilika PLCG47602100400$1240.00%
295AmTrust Financial Services Inc0323598537$1120.00%
296Stantec IncSTN1$840.00%
297iShares MSCI EAFE Min Vol Factor ETF46429B6891$690.00%
298Warner Brothers Discovery Series A ORDWBD7$520.00%
299Asensus Surgical Inc04367G10349$160.00%
300Belgravia Hartford Capital Inc07785T201200$20.00%
301Helios and Matheson Analytics Inc.42327L30910,000$00.00%
302Briggs & Stratton Corp109043109631$00.00%
303Ufood Restaurant Grp Inc90350810910,000$00.00%