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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

Morton Brown Family Wealth, LLC

Quarter ended Q2 2023 · Filed April 26, 2023 · Accession 0001909851-23-000002

Total Value
$167.7M
Positions
294
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (294)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB U.S. BROAD MARKET ETF808524102795,308$38.1M22.69%
2ISHARES NATIONAL MUNI BOND ETF464288414119,110$12.8M7.65%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858257,882$11.6M6.95%
4SPDR S&P 500 ETF TRUSTSPY24,094$9.9M5.88%
5SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888285,054$9.6M5.73%
6SPDR S&P 600 SMALL CAP VALUE ETF78464A300121,857$9.3M5.54%
7ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815873,630$7.7M4.60%
8SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854152,237$7.7M4.58%
9VANGUARD FTSE EMERGING MARKETS ETF922042858183,153$7.4M4.41%
10ISHARES GLOBAL REIT ETF46434V647279,500$6.4M3.82%
11ISHARES 0-5 YEAR TIPS BOND ETF46429B74739,835$4.0M2.36%
12ISHARES CORE HIGH DIVIDEND ETF46429B66334,685$3.5M2.10%
13VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40767,208$3.3M1.96%
14ISHARES CORE MSCI EAFE ETF46432F84248,347$3.2M1.93%
15ISHARES MSCI EAFE ETF46428746542,174$3.0M1.80%
16VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87027,555$2.2M1.32%
17VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40928,543$2.2M1.30%
18VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271819,809$2.2M1.29%
19VANGUARD SMALL-CAP ETF9229087519,935$1.9M1.12%
20AVANTIS EMERGING MARKETS EQUITY ETF02507260431,180$1.6M0.98%
21APPLE INC COMAAPL8,960$1.5M0.88%
22ISHARES TIPS BOND ETF46428717611,398$1.3M0.75%
23ISHARES RUSSELL 2000 ETF4642876556,163$1.1M0.66%
24ISHARES S&P SMALL-CAP 600 VALUE ETF4642878799,891$925,6990.55%
25ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF46428653314,978$817,3700.49%
26ISHARES ESG AWARE MSCI USA ETF46435G4258,902$805,1860.48%
27INVESCO QQQ TRUSTIVZ2,474$793,8980.47%
28ISHARES CORE GROWTH ALLOCATION ETF46428986715,061$753,5020.45%
29FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H10131,549$741,0860.44%
30VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976812,864$710,2210.42%
31VANGUARD MID-CAP GROWTH ETF9229085382,875$560,3090.33%
32MICROSOFT CORP COMMSFT1,888$544,2750.32%
33ISHARES ESG AWARE MSCI EAFE ETF46435G5167,169$515,0210.31%
34SCHWAB EMERGING MARKETS EQUITY ETF80852470620,656$506,4850.30%
35SCHWAB SHORT-TERM US TREASURY ETF8085248629,835$479,8610.29%
36CROSSAMERICA PARTNERS LP UT LTD PTN INTCAPL20,096$431,8630.26%
37ISHARES CORE S&P MID-CAP ETF4642875071,676$419,2680.25%
38VANGUARD REAL ESTATE ETF9229085534,400$365,3760.22%
39SPDR DOW JONES GLOBAL REAL ESTATE ETF78463X7498,686$357,5160.21%
40MCDONALDS CORP COMMCD1,105$309,0820.18%
41ISHARES 3-7 YEAR TREASURY BOND ETF4642886612,583$303,8900.18%
42COMERICA INC COM2003401075,449$236,5960.14%
43BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A703$217,0650.13%
44ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6636,112$207,7470.12%
45ISHARES ESG AWARE MSCI EM ETF46434G8636,316$198,8280.12%
46SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R7393,935$187,1090.11%
47NIKE INC CL BNKE1,515$185,8000.11%
48AMGEN INC COMAMGN760$183,7300.11%
49QUALCOMM INC COMQCOM1,412$180,1430.11%
50ISHARES MSCI ACWI EX U.S. ETF4642882403,475$169,4760.10%
51ISHARES RUSSELL 1000 GROWTH ETF464287614675$164,8120.10%
52NORTHROP GRUMMAN CORP COMNOC338$156,1610.09%
53ISHARES CORE MODERATE ALLOCATION ETF4642898753,819$152,2250.09%
54DISNEY WALT CO COM2546871061,448$144,9880.09%
55MARRIOTT INTL INC NEW CL A571903202759$126,0240.08%
56WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT2,000$121,8800.07%
57PFIZER INC COMPFE2,837$115,7610.07%
58NVIDIA CORPORATION COMNVDA414$114,9970.07%
59PAYCHEX INC COMPAYX1,000$114,5900.07%
60ISHARES CORE S&P US VALUE ETF4642876631,449$106,9070.06%
61UNION PAC CORP COMUNP525$105,6670.06%
62AMERICAN WTR WKS CO INC NEW COM030420103700$102,5430.06%
63ISHARES CORE S&P SMALL CAP ETF464287804974$94,1860.06%
64ISHARES CORE S&P U.S. GROWTH ETF464287671993$88,1490.05%
65RAYTHEON TECHNOLOGIES CORP COMRTX833$81,5760.05%
66EXXON MOBIL CORP COMXOM724$79,3940.05%
67NEXTERA ENERGY INC COMNEE-PW1,016$78,3130.05%
68SPDR GOLD SHARESGLD400$73,2880.04%
69ISHARES TRUST ISHARES USD GREEN BOND ETF46435U4401,486$69,9770.04%
70AMERICAN ELEC PWR CO INC COM025537101680$61,8730.04%
71ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2432,483$59,7410.04%
72UNITED PARCEL SERVICE INC CL BUPS300$58,1970.03%
73ISHARES ESG AWARE USD CORPORATE BOND ETF46435G1932,438$56,1110.03%
74MONDELEZ INTL INC CL A609207105786$54,8000.03%
75SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109150$49,8930.03%
76AMERIPRISE FINL INC COM03076C106159$48,7340.03%
77VANGUARD TAX-EXEMPT BOND ETF922907746943$47,7720.03%
78PEPSICO INC COMPEP251$45,7570.03%
79KELLOGG CO COMBEKE676$45,2650.03%
80ISHARES CORE DIVIDEND GROWTH ETF46434V621899$44,9410.03%
81OMNICOM GROUP INC COMOMC459$43,3020.03%
82VAIL RESORTS INC COMMTN166$38,7910.02%
83ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288638734$37,6400.02%
84STARBUCKS CORP COMSBUX359$37,3660.02%
85VANGUARD VALUE ETF922908744258$35,6320.02%
86CORNING INC COMGLW1,000$35,2800.02%
87ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646678$34,2660.02%
88INTERNATIONAL BUSINESS MACHS COMINTR256$33,5590.02%
89AIR PRODS & CHEMS INC COMAIIR111$31,8800.02%
90WALMART INC COMWMT216$31,8280.02%
91HEALTH CARE SELECT SECTOR SPDR FUND81369Y209239$30,9560.02%
92VANGUARD GROWTH ETF922908736122$30,4320.02%
93AMAZON COM INC COMAMZN286$29,5410.02%
94NORFOLK SOUTHN CORP COM655844108137$29,0440.02%
95ISHARES MORNINGSTAR MID-CAP ETF464288208466$28,2610.02%
96ISHARES U.S. INFRASTRUCTURE ETF46435U713750$27,9900.02%
97CISCO SYS INC COMCSCO531$27,7420.02%
98SANOFI SPONSORED ADRSNYNF501$27,2640.02%
99PROCTER AND GAMBLE CO COM742718109155$23,0470.01%
100ALPHABET INC CAP STK CL CGOOG220$22,8800.01%
101PHILLIPS 66 COMPSX219$22,2020.01%
102SOUTHERN CO COMSOMN314$21,8480.01%
103UGI CORP NEW COM902681105627$21,8100.01%
104SPDR PORTFOLIO S&P 500 ETF78464A854410$19,7420.01%
105BARRICK GOLD CORP COM0679011081,000$18,5700.01%
106GENERAL ELECTRIC CO COM NEW369604301180$17,2080.01%
107ALPHABET INC CAP STK CL AGOOG160$16,5970.01%
108ISHARES RUSSELL 1000 VALUE ETF464287598108$16,4440.01%
109ISHARES CORE MSCI EMERGING MARKETS ETF46434G103334$16,2960.01%
110SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375472$15,3350.01%
111VIKING THERAPEUTICS INC COMVKTX900$14,9850.01%
112SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889462$14,8390.01%
113VERIZON COMMUNICATIONS INC COMVZ375$14,5840.01%
114SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R101489$14,2930.01%
115SCHWAB U.S. LARGE-CAP GROWTH ETF808524300218$14,2070.01%
116SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE211$13,9510.01%
117CHEVRON CORP NEW COMCVX83$13,5420.01%
118SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF78464A367559$13,2040.01%
119ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281138$11,9070.01%
120META PLATFORMS INC CL AMETA56$11,8690.01%
121ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U853320$11,3760.01%
122LILLY ELI & CO COMLLY33$11,3330.01%
123CARRIER GLOBAL CORPORATION COMCARR247$11,3000.01%
124ISHARES SILVER TRUSTSLV500$11,0600.01%
125SALESFORCE INC COMCRM55$10,9880.01%
1263M CO COMMMM100$10,5110.01%
127PPL CORP COMPPLC376$10,4470.01%
128SPDR PORTFOLIO LONG TERM TREASURY ETF78464A664336$10,3760.01%
129ISHARES BIOTECHNOLOGY ETF46428755678$10,1250.01%
130CONOCOPHILLIPS COMCOP102$10,1190.01%
131COCA COLA CO COMKO160$9,9250.01%
132ISHARES RUSSELL 2000 VALUE ETF46428763070$9,5910.01%
133INVESCO S&P 500 EQUAL WEIGHT ETFIVZ65$9,4000.01%
134TRUIST FINL CORP COM89832Q109266$9,0790.01%
135ISHARES SELECT DIVIDEND ETF46428716877$9,0340.01%
136INVESCO S&P 500 HIGH BETA ETFIVZ129$9,0250.01%
137ISHARES MSCI EMERGING MARKETS ASIA ETF464286426135$8,9710.01%
138VISA INC COM CL AV39$8,7930.01%
139MORGAN STANLEY COM NEWMS-PQ98$8,6040.01%
140ISHARES ESG ADVANCED MSCI USA ETF46436E767254$8,4000.01%
141NETFLIX INC COMNFLX24$8,2920.00%
142VANGUARD SMALL-CAP GROWTH ETF92290859538$8,2240.00%
143SCHWAB U.S. LARGE-CAP VALUE ETF808524409118$7,7380.00%
144COSTCO WHSL CORP NEW COM22160K10515$7,4530.00%
145BLACKROCK ULTRA SHORT-TERM BOND ETF46434V878146$7,3370.00%
146AT&T INC COMT-PC379$7,2930.00%
147ISHARES CORE S&P 500 ETF46428720017$6,9880.00%
148HERSHEY CO COMHSY27$6,8690.00%
149SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V848166$6,8110.00%
150HUMANA INC COMHUM14$6,7960.00%
151FRESHPET INC COMFRPT100$6,6190.00%
152ELEVANCE HEALTH INC COMELV14$6,4370.00%
153GENERAL DYNAMICS CORP COMGD27$6,1620.00%
154VANGUARD TOTAL BOND MARKET ETF92193783582$6,0540.00%
155DUKE ENERGY CORP NEW COM NEWDUKB59$5,6920.00%
156VANGUARD DIVIDEND APPRECIATION ETF92190884435$5,3210.00%
157JOHNSON & JOHNSON COMJNJ32$4,9600.00%
158GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC60$4,9220.00%
159BOEING CO COMBA-PA22$4,6730.00%
160ISHARES ESG ADVANCED MSCI EAFE ETF46436E75976$4,5290.00%
161JOBY AVIATION INC COMMON STOCKJOBY-WT1,000$4,3400.00%
162DOMINION ENERGY INC COMD72$4,0260.00%
163HONEYWELL INTL INC COM43851610619$3,6310.00%
164ORACLE CORP COMORCL-PD39$3,6240.00%
165BANK AMERICA CORP COM060505104126$3,6040.00%
166TESLA INC COMTSLA17$3,5270.00%
167AMERICAN EXPRESS CO COMAXP21$3,4640.00%
168THERMO FISHER SCIENTIFIC INC COMTMO6$3,4580.00%
169PROLOGIS INC. COMPLDGP26$3,2440.00%
170INTERCONTINENTAL EXCHANGE INC COM45866F10431$3,2330.00%
171ON SEMICONDUCTOR CORP COMON37$3,0460.00%
172ADAMS DIVERSIFIED EQUITY FD COM006212104194$3,0170.00%
173MONSTER BEVERAGE CORP NEW COMMNST54$2,9170.00%
174DANAHER CORPORATION COM23585110211$2,7720.00%
175ANALOG DEVICES INC COMADI14$2,7610.00%
176AUTODESK INC COMADSK13$2,7060.00%
177TELEDYNE TECHNOLOGIES INC COMTDY6$2,6840.00%
178ISHARES MSCI EAFE VALUE ETF46428887752$2,5240.00%
179MARSH & MCLENNAN COS INC COM57174810215$2,4980.00%
180SPDR S&P DIVIDEND ETF78464A76320$2,4740.00%
181REGENERON PHARMACEUTICALS COMREGN3$2,4650.00%
182ISHARES MSCI EAFE GROWTH ETF46428888526$2,4360.00%
183UNITEDHEALTH GROUP INC COMUNH5$2,3630.00%
184DIODES INC COMDIOD25$2,3190.00%
185BOSTON SCIENTIFIC CORP COMBSX45$2,2510.00%
186ALBEMARLE CORP COMALB-PA10$2,2100.00%
187VERTEX PHARMACEUTICALS INC COMVRTX7$2,2050.00%
188HOLOGIC INC COMHOLX27$2,1790.00%
189CF INDS HLDGS INC COM12526910030$2,1750.00%
190D R HORTON INC COM23331A10922$2,1490.00%
191AMPHENOL CORP NEW CL A03209510126$2,1250.00%
192GATX CORP COMGATX19$2,0900.00%
193ALBANY INTL CORP CL A01234810823$2,0550.00%
194HOULIHAN LOKEY INC CL AHLI23$2,0120.00%
195MONOLITHIC PWR SYS INC COM6098391054$2,0020.00%
196GOLDMAN SACHS GROUP INC COMGSCE6$1,9630.00%
197ISHARES MSCI EMERGING MARKETS ETF46428723449$1,9340.00%
198STONECO LTD COM CL ASTNE200$1,9080.00%
199ISHARES CORE AGGRESSIVE ALLOCATION ETF46428985930$1,9080.00%
200WELLS FARGO CO NEW COM94974610150$1,8690.00%
201SMITH A O CORP COMAOS27$1,8670.00%
202CIRRUS LOGIC INC COMCRUS17$1,8590.00%
203REINSURANCE GRP OF AMERICA INC COM NEW75935160414$1,8590.00%
204HEXCEL CORP NEW COM42829110827$1,8430.00%
205GAMESTOP CORP NEW CL AGME-WT80$1,8420.00%
206CBRE GROUP INC CL ACBRE25$1,8200.00%
207WASTE MGMT INC DEL COM94106L10911$1,7950.00%
208HOME DEPOT INC COMHD6$1,7710.00%
209ARROW ELECTRS INC COM04273510014$1,7480.00%
210SNAP ON INC COMSNA7$1,7280.00%
211APPLIED MATLS INC COM03822210514$1,7200.00%
212BORGWARNER INC COMBWA35$1,7190.00%
213RAYMOND JAMES FINL INC COM75473010918$1,6790.00%
214ANSYS INC COM03662Q1055$1,6640.00%
215FACTSET RESH SYS INC COM3030751054$1,6600.00%
216NOVO-NORDISK A S ADRNONOF10$1,5910.00%
217CRACKER BARREL OLD CTRY STORE COM22410J10614$1,5900.00%
218CONMED CORP COMCNMD15$1,5580.00%
219DARDEN RESTAURANTS INC COMDRI10$1,5520.00%
220ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF46434V40737$1,5420.00%
221RYDER SYS INC COMR17$1,5170.00%
222DOLLAR GEN CORP NEW COM2566771057$1,4730.00%
223SYSCO CORP COMSYY19$1,4670.00%
224FORMFACTOR INC COMFORM46$1,4650.00%
225BIO RAD LABS INC CL A0905722073$1,4370.00%
226EXPEDITORS INTL WASH INC COM30213010913$1,4320.00%
227ACCENTURE PLC IRELAND SHS CLASS AACN5$1,4290.00%
228CHARLES RIV LABS INTL INC COM1598641077$1,4130.00%
229MOOG INC CL AMOG-B14$1,4110.00%
230ILLUMINA INC COMILMN6$1,3950.00%
231BOX INC CL ABXCAP52$1,3930.00%
232CABOT CORP COMCBT18$1,3800.00%
233WOODWARD INC COMWWD14$1,3630.00%
234WARNER BROS DISCOVERY INC COM SER AWBD90$1,3590.00%
235REPUBLIC SVCS INC COM76075910010$1,3520.00%
236FIRSTCASH HOLDINGS INC COMFCFS14$1,3350.00%
237ZOETIS INC CL AZTS8$1,3320.00%
238ARCHROCK INC COMAROC134$1,3090.00%
239SHOPIFY INC CL ASHOP27$1,2940.00%
240MEDTRONIC PLC SHSMDT16$1,2900.00%
241RIVIAN AUTOMOTIVE INC COM CL ARIVN83$1,2850.00%
242SPIRIT AEROSYSTEMS HLDGS INC COM CL A84857410937$1,2780.00%
243MYRIAD GENETICS INC COMMYGN55$1,2780.00%
244PENN ENTERTAINMENT INC COMPENN42$1,2460.00%
245HUNTINGTON INGALLS INDS INC COM4464131066$1,2420.00%
246LAUDER ESTEE COS INC CL A5184391045$1,2320.00%
247SONOCO PRODS CO COM83549510220$1,2200.00%
248SYNEOS HEALTH INC CL A87166B10234$1,2110.00%
249BLACK KNIGHT INC COM09215C10521$1,2090.00%
250HEICO CORP NEW COMHEI-A7$1,1970.00%
251IQVIA HLDGS INC COMIQV6$1,1930.00%
252YUM BRANDS INC COMYUM9$1,1890.00%
253STERICYCLE INC COM85891210827$1,1770.00%
254ADOBE SYSTEMS INCORPORATED COMADBE3$1,1560.00%
255SEI INVTS CO COM78411710320$1,1510.00%
256APTIV PLC SHSAPTV10$1,1220.00%
257WEBSTER FINL CORP COM94789010928$1,1040.00%
258NOVARTIS AG SPONSORED ADRNVSEF12$1,1040.00%
259EASTMAN CHEM CO COMEMN13$1,0960.00%
260AVERY DENNISON CORP COMAVY6$1,0740.00%
261PAPA JOHNS INTL INC COM69881310214$1,0490.00%
262SBA COMMUNICATIONS CORP NEW CL ASBAC4$1,0440.00%
263WORKDAY INC CL AWDAY5$1,0330.00%
264INTUITIVE SURGICAL INC COM NEWISRG4$1,0220.00%
265ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY10$1,0220.00%
266CENTENE CORP DEL COMCNC16$1,0110.00%
267COMMERCE BANCSHARES INC COMCBSH17$9920.00%
268PAYPAL HLDGS INC COMPYPL13$9870.00%
269CORPORATE OFFICE PPTYS TR SH BEN INTCDP40$9480.00%
270AKAMAI TECHNOLOGIES INC COMAKAM12$9400.00%
271ISHARES U.S. TECHNOLOGY ETF46428772110$9280.00%
272CATERPILLAR INC COMCAT4$9150.00%
273HORACE MANN EDUCATORS CORP NEW COM44032710426$8700.00%
274WEC ENERGY GROUP INC COMWEC9$8530.00%
275KEYCORP COM49326710867$8390.00%
276DEERE & CO COMDE2$8260.00%
277BLOCK INC CL ABSQKZ12$8240.00%
278YUM CHINA HLDGS INC COMYUMC11$6970.00%
279ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3965$6950.00%
280CNFINANCE HLDGS LTD SPON ADSCNF250$6180.00%
281ISHARES MSCI USA MIN VOL FACTOR ETF46429B6978$5820.00%
282ISHARES U.S. HEALTHCARE ETF4642877622$5460.00%
283COGNEX CORP COMCGNX11$5450.00%
284BOSTON PROPERTIES INC COMBXP10$5410.00%
285THE BEACHBODY COMPANY INC COM CL A0734631011,000$4820.00%
286CUE HEALTH INC COM229790100254$4620.00%
2878X8 INC NEW COM282914100100$4170.00%
288HUDSON PAC PPTYS INC COM44409710953$3520.00%
289JUMIA TECHNOLOGIES AG SPONSORED ADSJMIA100$3290.00%
290ISHARES 20 YEAR TREASURY BOND ETF4642874321$1060.00%
291ENERGY SELECT SECTOR SPDR FUND81369Y5060$380.00%
292AMPIO PHARMACEUTICALS INC COM NEW03209T208120$280.00%
293PROSHARES VIX SHORT-TERM FUTURES ETF74347Y8542$180.00%
294AMERICAN INTL GROUP INC COM NEW0268747840$00.00%