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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 Q1 2024 · Filed April 23, 2024 · Accession 0001909851-24-000002

Total Value
$242.3M
Positions
216
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (216)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB U.S. BROAD MARKET ETF8085241021,046,435$63.9M26.37%
2AVANTIS EMERGING MARKETS EQUITY ETF025072604357,498$20.7M8.55%
3ISHARES NATIONAL MUNI BOND ETF464288414187,169$20.1M8.31%
4VANGUARD FTSE DEVELOPED MARKETS ETF921943858360,373$18.1M7.46%
5SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF808524888404,423$14.5M5.98%
6AVANTIS U.S. SMALL CAP VALUE ETF025072877131,537$12.3M5.09%
7SPDR S&P 500 ETF TRUSTSPY22,895$12.0M4.94%
8ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815892,936$9.7M4.02%
9SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854188,225$9.2M3.81%
10ISHARES GLOBAL REIT ETF46434V647348,957$8.3M3.41%
11VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407102,211$5.0M2.08%
12VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C87062,039$5.0M2.06%
13VANGUARD SHORT-TERM CORPORATE BOND ETF92206C40943,925$3.4M1.40%
14SPDR S&P 600 SMALL CAP VALUE ETF78464A30037,850$3.1M1.30%
15ISHARES MSCI EAFE ETF46428746538,510$3.1M1.27%
16ISHARES CORE HIGH DIVIDEND ETF46429B66327,396$3.0M1.25%
17ISHARES CORE MSCI EAFE ETF46432F84235,216$2.6M1.08%
18VANGUARD SMALL-CAP ETF9229087518,619$2.0M0.81%
19APPLE INC COMAAPL8,915$1.5M0.63%
20VANGUARD FTSE EMERGING MARKETS ETF92204285836,486$1.5M0.63%
21VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF92204271812,314$1.4M0.59%
22INVESCO QQQ TRUST SERIES IIVZ3,207$1.4M0.59%
23BROADCOM INC COMAVGO963$1.3M0.53%
24VANGUARD TOTAL STOCK MARKET ETF9229087694,678$1.2M0.50%
25ISHARES RUSSELL 2000 ETF4642876554,746$998,0840.41%
26ISHARES ESG AWARE MSCI USA ETF46435G4258,531$980,7240.40%
27VANGUARD TOTAL INTERNATIONAL STOCK ETF92190976813,192$795,4780.33%
28MICROSOFT CORP COMMSFT1,888$794,2680.33%
29ISHARES CORE GROWTH ALLOCATION ETF46428986712,621$702,6110.29%
30AIR PRODS & CHEMS INC COMAIIR2,893$700,8870.29%
31VANGUARD MID-CAP GROWTH ETF9229085382,663$627,9090.26%
32ISHARES ESG AWARE MSCI EAFE ETF46435G5167,008$560,0090.23%
33ISHARES CORE S&P MID-CAP ETF4642875078,490$515,6830.21%
34ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF4642865338,170$462,3400.19%
35CROSSAMERICA PARTNERS LP UT LTD PTN INTCAPL20,096$457,9880.19%
36BANK AMERICA CORP COM06050510411,741$445,2190.18%
37BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A903$379,7300.16%
38ISHARES 0-5 YEAR TIPS BOND ETF46429B7473,668$364,7090.15%
39ISHARES 3-7 YEAR TREASURY BOND ETF4642886613,015$349,1670.14%
40MCDONALDS CORP COMMCD1,100$310,2780.13%
41ISHARES S&P SMALL-CAP 600 VALUE ETF4642878792,932$301,2920.12%
42NVIDIA CORPORATION COMNVDA309$279,2140.12%
43FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND33739H10111,240$266,6130.11%
44VANGUARD REAL ESTATE ETF9229085532,963$256,2400.11%
45SCHWAB U.S. LARGE-CAP ETF8085242014,112$255,1910.11%
46ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U6636,248$251,6070.10%
47SCHWAB INTERNATIONAL EQUITY ETF8085248056,184$241,3000.10%
48ISHARES RUSSELL 1000 GROWTH ETF464287614709$238,8150.10%
49ISHARES ESG AWARE MSCI EM ETF46434G8637,014$226,0610.09%
50QUALCOMM INC COMQCOM1,194$202,1440.08%
51VANGUARD S&P MID-CAP 400 GROWTH ETF9219328691,750$198,5380.08%
52SCHWAB U.S. LARGE-CAP GROWTH ETF8085243002,135$197,9570.08%
53AMGEN INC COMAMGN683$194,1910.08%
54MARRIOTT INTL INC NEW CL A571903202759$191,5030.08%
55AVANTIS REAL ESTATE ETF0250723564,494$189,9870.08%
56ISHARES CORE S&P 500 ETF464287200331$174,0170.07%
57NORTHROP GRUMMAN CORP COMNOC338$161,8900.07%
58DISNEY WALT CO COM2546871061,289$157,7220.07%
59ISHARES MSCI ACWI EX U.S. ETF4642882402,796$149,2780.06%
60WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUNDWT1,953$127,3550.05%
61COMERICA INC COM2003401072,299$126,4220.05%
62UNION PAC CORP COMUNP502$123,3840.05%
63PAYCHEX INC COMPAYX1,000$122,8000.05%
64EXXON MOBIL CORP COMXOM1,042$121,1520.05%
65VANGUARD S&P SMALL-CAP 600 GROWTH ETF9219327941,040$116,9270.05%
66ISHARES CORE S&P SMALL CAP ETF464287804970$107,2040.04%
67CATERPILLAR INC COMCAT290$106,2650.04%
68NIKE INC CL BNKE1,104$103,7540.04%
69ISHARES TRUST ISHARES USD GREEN BOND ETF46435U4402,119$99,3600.04%
70ISHARES ESG AWARE USD CORPORATE BOND ETF46435G1934,293$98,6960.04%
71RTX CORPORATION COMRTX981$95,6430.04%
72AMERICAN WTR WKS CO INC NEW COM030420103700$85,5470.04%
73BLOCK INC CL ABSQKZ1,000$84,5800.03%
74VANGUARD EXTENDED MARKET ETF922908652476$83,4290.03%
75PFIZER INC COMPFE2,855$79,2140.03%
76SCHWAB U.S. MID-CAP ETF808524508960$78,1730.03%
77ISHARES CORE S&P US VALUE ETF464287663790$71,4480.03%
78AMERIPRISE FINL INC COM03076C106159$69,7120.03%
79ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G2432,719$66,5610.03%
80NEXTERA ENERGY INC COMNEE-PW1,016$64,9330.03%
81SPDR GOLD SHARESGLD305$62,7450.03%
82AMAZON COM INC COMAMZN334$60,2470.02%
83SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X109150$59,6640.02%
84ISHARES CORE S&P U.S. GROWTH ETF464287671471$55,2060.02%
85MONDELEZ INTL INC CL A609207105761$53,2700.02%
86ISHARES CORE DIVIDEND GROWTH ETF46434V621899$52,1960.02%
87VANGUARD TAX-EXEMPT BOND ETF922907746982$49,6890.02%
88VANGUARD GROWTH ETF922908736143$49,2210.02%
89OMNICOM GROUP INC COMOMC459$44,4130.02%
90UNITED PARCEL SERVICE INC CL BUPS292$43,4000.02%
91VANGUARD VALUE ETF922908744265$43,1580.02%
92INTERNATIONAL BUSINESS MACHS COMINTR223$42,5840.02%
93ALPHABET INC CAP STK CL AGOOG280$42,2600.02%
94PEPSICO INC COMPEP233$40,7770.02%
95WALMART INC COMWMT678$40,7690.02%
96KELLANOVA COMBEKE676$38,7280.02%
97VAIL RESORTS INC COMMTN166$36,9900.02%
98AMERICAN ELEC PWR CO INC COM025537101424$36,5060.02%
99HEALTH CARE SELECT SECTOR SPDR FUND81369Y209243$35,9030.01%
100PHILLIPS 66 COMPSX216$35,2810.01%
101CISCO SYS INC COMCSCO704$35,1210.01%
102ISHARES MORNINGSTAR MID-CAP ETF464288208474$34,4910.01%
103COSTCO WHSL CORP NEW COM22160K10545$33,1240.01%
104CORNING INC COMGLW1,000$32,9600.01%
105SHOCKWAVE MED INC COM82489T104100$32,5630.01%
106STARBUCKS CORP COMSBUX351$32,0640.01%
107GE AEROSPACE COM NEW369604301180$31,5950.01%
108SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF78468R739660$31,3100.01%
109ALPHABET INC CAP STK CL CGOOG200$30,4520.01%
110ISHARES U.S. TREASURY BOND ETF46429B2671,333$30,3520.01%
111SCHWAB SHORT-TERM US TREASURY ETF808524862537$25,8890.01%
112ELI LILLY & CO COMLLY33$25,6730.01%
113VIKING THERAPEUTICS INC COMVKTX300$24,6000.01%
114LULULEMON ATHLETICA INC COMLULU60$23,4390.01%
115JPMORGAN CHASE & CO COMVYLD115$22,9820.01%
116SOUTHERN CO COMSOMN314$22,5260.01%
117ISHARES CORE MODERATE ALLOCATION ETF464289875522$22,3310.01%
118PROCTER AND GAMBLE CO COM742718109136$22,0660.01%
119GOLDMAN SACHS GROUP INC COMGSCE52$21,5150.01%
120VANGUARD INFORMATION TECHNOLOGY ETF92204A70240$20,9740.01%
121SEAGATE TECHNOLOGY HLDNGS PLC ORD SHSSE211$19,6340.01%
122SCHWAB EMERGING MARKETS EQUITY ETF808524706777$19,6190.01%
123ISHARES RUSSELL 1000 VALUE ETF464287598108$19,3440.01%
124SCHWAB US DIVIDEND EQUITY ETF808524797225$18,1420.01%
125SANOFI SPONSORED ADRSNYNF372$18,0790.01%
126KEYCORP COM4932671081,116$17,6440.01%
127META PLATFORMS INC CL AMETA35$16,9950.01%
128AIRBNB INC COM CL AABNB100$16,4960.01%
129ADVANCED MICRO DEVICES INC COMAMD90$16,2440.01%
130VANGUARD MID-CAP ETF92290862963$15,7410.01%
131VERIZON COMMUNICATIONS INC COMVZ375$15,7350.01%
132TRUIST FINL CORP COM89832Q109399$15,5710.01%
133UGI CORP NEW COM902681105627$15,3980.01%
134JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q203278$15,0790.01%
135FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108840$14,5490.01%
136CHIPOTLE MEXICAN GRILL INC COMCMG5$14,5340.01%
137CARRIER GLOBAL CORPORATION COMCARR247$14,3580.01%
138US BANCORP DEL COM NEWUSB-PS312$13,9510.01%
139INVESCO S&P 500 EQUAL WEIGHT ETFIVZ81$13,7190.01%
140SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R101448$12,9560.01%
141ISHARES ESG ADVANCED MSCI USA ETF46436E767284$12,8230.01%
142SALESFORCE INC COMCRM42$12,6500.01%
143ISHARES CORE AGGRESSIVE ALLOCATION ETF464289859171$12,5620.01%
144WISDOMTREE US VALUE FUND OF BENEF INTERESTWT164$12,3990.01%
145VANGUARD CONSUMER STAPLES ETF92204A20760$12,2480.01%
146FRESHPET INC COMFRPT100$11,5860.00%
147ISHARES RUSSELL 2000 VALUE ETF46428763070$11,1170.00%
148ISHARES BIOTECHNOLOGY ETF46428755679$10,7910.00%
149CHEVRON CORP NEW COMCVX68$10,7260.00%
1503M CO COMMMM100$10,6070.00%
151PRUDENTIAL FINL INC COMPUKPF85$9,9790.00%
152CONOCOPHILLIPS COMCOP78$9,9280.00%
153VANGUARD SMALL-CAP GROWTH ETF92290859538$9,9070.00%
154ISHARES SELECT DIVIDEND ETF46428716880$9,8760.00%
155NORFOLK SOUTHN CORP COM65584410838$9,6850.00%
156VANGUARD LONG-TERM TREASURY ETF92206C847156$9,2410.00%
157MORGAN STANLEY COM NEWMS-PQ98$9,2280.00%
158NETFLIX INC COMNFLX15$9,1100.00%
159SCHWAB U.S. LARGE-CAP VALUE ETF808524409118$8,9660.00%
160AT&T INC COMT-PC487$8,5750.00%
161ISHARES 10-20 YEAR TREASURY BOND ETF46428865378$8,1920.00%
162JOHNSON & JOHNSON COMJNJ50$7,9100.00%
163ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF464288620152$7,7170.00%
164GENERAL DYNAMICS CORP COMGD27$7,6270.00%
165ISHARES CORE MSCI EMERGING MARKETS ETF46434G103147$7,5850.00%
166DOMINION ENERGY INC COMD149$7,3290.00%
167ELEVANCE HEALTH INC COMELV14$7,2600.00%
168FIRST TRUST CAPITAL STRENGTH ETF33733E10480$6,8520.00%
169PPL CORP COMPPLC246$6,7690.00%
170ISHARES ESG ADVANCED MSCI EAFE ETF46436E75996$6,5400.00%
171JOBY AVIATION INC COMMON STOCKJOBY-WT1,200$6,4320.00%
172VANGUARD DIVIDEND APPRECIATION ETF92190884434$6,2090.00%
173ARK INNOVATION ETF00214Q104120$6,0100.00%
174SCHWAB U.S. SMALL-CAP ETF808524607111$5,4660.00%
175GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC60$5,4550.00%
176HERSHEY CO COMHSY27$5,2520.00%
177INNOVATIVE INDL PPTYS INC COMINHD49$5,0730.00%
178ICON PLC SHSICLR15$5,0390.00%
179TESLA INC COMTSLA23$4,0430.00%
180ADAMS DIVERSIFIED EQUITY FD COM006212104194$3,7870.00%
181HUMANA INC COMHUM10$3,4670.00%
182WK KELLOGG CO COM SHS92942W107169$3,1770.00%
183VISA INC COM CL AV10$2,7910.00%
184ISHARES 1-3 YEAR TREASURY BOND ETF46428745734$2,7810.00%
185SPDR S&P DIVIDEND ETF78464A76320$2,6250.00%
186ULTA BEAUTY INC COMULTA5$2,6140.00%
187ISHARES MSCI USA VALUE FACTOR ETF46432F38823$2,4910.00%
188VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277828$2,4760.00%
189APPLIED MATLS INC COM03822210512$2,4750.00%
190LINDE PLC SHSLIN5$2,3220.00%
191MERCK & CO INC COMMRK16$2,1110.00%
192TARGET CORP COMTGT10$1,7720.00%
193AMETEK INC COMAME9$1,6460.00%
194ADOBE INC COMADBE3$1,5140.00%
195CHEFS WHSE INC COM16308610132$1,2050.00%
196GUARDANT HEALTH INC COMGH58$1,1970.00%
197YUM BRANDS INC COMYUM8$1,1090.00%
198RIVIAN AUTOMOTIVE INC COM CL ARIVN83$9090.00%
199AMERICAN AIRLS GROUP INC COM02376R10256$8600.00%
200WARNER BROS DISCOVERY INC COM SER AWBD90$7860.00%
201TAYSHA GENE THERAPIES INC COM SHSTSHA260$7460.00%
202JAZZ PHARMACEUTICALS PLC SHS USDJAZZ5$6020.00%
203CNFINANCE HLDGS LTD SPON ADSCNF250$5180.00%
204EDITAS MEDICINE INC COMEDIT65$4820.00%
205PHILIP MORRIS INTL INC COM7181721095$4580.00%
206VANGUARD TOTAL BOND MARKET ETF9219378356$4360.00%
207ISHARES MORNINGSTAR MID-CAP GROWTH ETF4642883075$3530.00%
208VANGUARD MID-CAP VALUE ETF9229085122$3120.00%
2098X8 INC NEW COM282914100100$2700.00%
210THE BEACHBODY COMPANY INC COM CL A NEW07346330920$1920.00%
211SIBANYE STILLWATER LTD SPONSORED ADRSBYSF35$1650.00%
212ISHARES 20 YEAR TREASURY BOND ETF4642874321$950.00%
213INTEL CORP COMINTC2$880.00%
214GOSSAMER BIO INC COMGOSS25$300.00%
215AMPIO PHARMACEUTICALS INC COM03209T3076$60.00%
216FISKER INC CL A COM STK33813J10630$10.00%