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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

Tanglewood Legacy Advisors, LLC

Quarter ended Q2 2023 · Filed April 18, 2023 · Accession 0001965616-23-000002

Total Value
$156.8M
Positions
279
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (279)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE464287663494,655$36.5M23.28%
2ISHARES S&P464287671288,786$25.6M16.35%
3FIRST TRUST33740F730189,861$6.2M3.96%
4FIRST TRUST33740F748156,468$5.8M3.68%
5ISHARES RUSSELL46428749968,324$4.8M3.05%
6ISHARES RUSSELL46428759829,824$4.5M2.90%
7ISHARES RUSSELL46428761417,430$4.3M2.72%
8FIRST TRUST33740U802126,836$3.8M2.40%
9FIRST TRUST33740U885117,883$3.6M2.32%
10SM ENERGYSM118,323$3.3M2.13%
11SPDR S&PSPY7,086$2.9M1.85%
12ISHARES MSCI46429B69733,283$2.4M1.54%
13FIRST TRUST33740F83968,626$2.4M1.50%
14APPLE INCAAPL12,989$2.1M1.37%
15DIMENSIONAL US25434V10473,005$2.1M1.34%
16FIRST TRUST33740F72246,692$1.8M1.14%
17INVESCO QQQIVZ5,431$1.7M1.11%
18FIRST TRUST33740F71449,074$1.7M1.07%
19SOUTHWEST AIRLINES84474110846,771$1.5M0.97%
20MERCK & COMPANYMRK12,123$1.3M0.82%
21DIMENSIONAL WORLD25434V88053,138$1.2M0.78%
22INVESCO S&PIVZ27,500$1.1M0.72%
23CATERPILLAR INCCAT4,785$1.1M0.70%
24X TRACKERS23305120030,589$1.1M0.69%
25FIRST TRUST33740U40631,994$1.0M0.65%
26ISHARES CORE4642872002,404$988,3880.63%
27AVANTIS U S02507288513,932$987,5000.63%
28JOHNSON & JOHNSONJNJ6,232$965,9600.62%
29ISHARES CORE4642871509,667$875,3710.56%
30FIRST TRUST33740F84722,229$835,7740.53%
31INVESCO EXCHANGEIVZ12,575$784,6640.50%
32MICROSOFT CORPMSFT2,685$774,1250.49%
33CHEVRON CORPCVX4,537$740,2330.47%
34SPDR NUVEEN78468R73914,670$697,5590.44%
35VANGUARD GROWTH9229087362,659$663,2620.42%
36FIRST TRUST33740F66418,426$645,8340.41%
37FIRST TRUST33740U50519,155$644,9110.41%
38VANGUARD VALUE9229087444,599$635,1680.41%
39NEXTERA ENERGYNEE-PW7,800$601,2240.38%
40ARK INNOVATION00214Q10413,945$562,5410.36%
41EXXON MOBILXOM4,941$541,8560.35%
42FIRST TRUST33740F51616,660$515,9600.33%
43OGE ENERGY CORPOGE13,501$508,4410.32%
44AVANTIS INTL0250727038,810$502,4340.32%
45ISHARES SHORT4642881584,479$468,8620.30%
46AVANTIS U S0250728776,163$456,4320.29%
47OCEANEERING INTL67523210224,600$433,6980.28%
48VANGUARD HIGH9219464064,100$432,5500.28%
49FIRST TRUST33740F67212,907$423,7130.27%
50VANGUARD DIVIDEND9219088442,481$382,0990.24%
51UNITED PARCELUPS1,833$355,5840.23%
52FIRST TRUST33740F77110,417$350,2880.22%
53TESLA INCTSLA1,670$346,4580.22%
54FIRST TRUST33740F8629,298$339,1660.22%
55TEXAS INSTRUMENTS8825081041,794$333,7020.21%
56SECTOR CONSUMER81369Y3084,455$332,8260.21%
57CULLEN FROSTCFR-PB2,918$307,3820.20%
58SCHWAB US8085244094,651$305,0130.19%
59FIRST TRUST33739E10818,180$290,1530.19%
60DEERE & CODE700$289,0160.18%
61DIMENSIONAL EMERGING25434V30212,245$281,8800.18%
62SECTOR TECHNOLOGY81369Y8031,780$268,7980.17%
63FIRST TRUST33734K1093,268$263,0950.17%
64GENERAL ELECTRIC3696043012,680$256,2080.16%
65WALT DISNEY2546871062,514$251,7270.16%
66CONOCOPHILLIPSCOP2,524$250,4060.16%
67DIMENSIONAL US25434V8159,469$236,0620.15%
68AMERICAN EXPRESSAXP1,397$230,4360.15%
69SPDR SERIES78464A7631,850$228,8640.15%
70FIRST TRUST33740U2086,308$228,1610.15%
71CORTEVA INCCTVA3,500$211,0850.13%
72ZIMMER BIOMETZBH1,631$210,7250.13%
73JPMORGAN CHASEVYLD1,615$210,4500.13%
74INTL BUSINESSINTR1,600$209,7440.13%
75ENTERPRISE PRODUCTS2937921077,650$198,1370.13%
76FIRST TRUST33740F6985,944$192,2290.12%
77MARTIN MARIETTA573284106500$177,5300.11%
78PFIZER INCPFE4,252$173,4960.11%
79GOLDMAN SACHSGSCE530$173,3680.11%
80BLACKROCK INCBLK250$167,2800.11%
81CION INVESTMENT17259U20416,865$166,4580.11%
82BERKSHIRE HATHAWAYBRK-A508$156,8550.10%
83ALTRIA GROUPMO3,487$155,5840.10%
84FIRST TRUST33739N1083,053$155,4900.10%
85TRUSTMARK CORPTRMK6,000$148,2000.09%
86CIGNA GROUP125523100569$145,3970.09%
87VALERO ENERGYVLO1,000$139,6000.09%
88VANGUARD S&P922908363370$139,1460.09%
89FIRST TRUST33740F8544,319$138,7290.09%
90VULCAN MATERIALS929160109800$137,2480.09%
91PHILLIPS 66PSX1,312$133,0110.08%
92PAYPAL HOLDINGSPYPL1,708$129,7060.08%
93BRISTOL MYERSCELG-RI1,868$129,4710.08%
94ISHARES MSCI46432F396857$119,1570.08%
95ONEOK INCOKE1,866$118,5620.08%
96AUTOMATIC DATAADP522$116,1500.07%
97COSTCO WHOLESALE22160K105229$113,7830.07%
98NORTHROP GRUMMANNOC243$112,1980.07%
99HOME DEPOTHD377$111,3580.07%
100ISHARES MSCI46435G5321,400$110,8670.07%
101FIRST TRUST33740F6803,441$110,1880.07%
102COMMERCE BANCSHARESCBSH1,878$109,5810.07%
103AVANTIS EMERGING0250726042,025$107,1020.07%
104ISHARES GLOBAL4642873251,277$106,4500.07%
105VISA INCV470$105,9030.07%
106RBB FD74933W6012,973$105,3330.07%
107SPDR GOLDGLD570$104,4350.07%
108SERVICE CORP8175651041,500$103,1700.07%
109PROCTER & GAMBLE742718109679$100,9610.06%
110ISHARES CORE4642872261,009$100,5130.06%
111FISERV INCFISV872$98,5620.06%
112BLACKROCK MUNIASSETSBLK9,280$97,7180.06%
113EMERSON ELECTRICEMR1,063$92,5870.06%
114ISHARES ESG46435G4251,000$90,4500.06%
115MONDELEZ INTERNATIONAL6092071051,296$90,3570.06%
116ABBOTT LABORATORIESABLZF875$88,6120.06%
117SECTOR HEALTHCARE81369Y209677$87,6450.06%
118ALPHABET INCGOOG840$87,1340.06%
119THERMO FISHERTMO150$86,4560.06%
120TRAVELERS COSTRV500$85,7050.05%
121ABBVIE INCABBV533$84,9440.05%
122CRAWFORD & COMPANYCRD-B10,000$83,6000.05%
123INVESCO S&PIVZ575$83,1570.05%
124UNITED AIRLINESUNTCW1,856$82,1280.05%
125LINDE PLCLIN230$81,7510.05%
1263M COMPANYMMM722$75,8890.05%
127EBAY INCEBAY1,708$75,7840.05%
128PPG INDUSTRIES693506107564$75,3620.05%
129GE HEALTHCAREGEHC892$73,1700.05%
130COLGATE-PALMOLIVECL956$71,8340.05%
131VANGUARD COMMUNICATION92204A884730$70,5690.05%
132VANGUARD S&P921932885822$69,6070.04%
133FIRST TRUST33740F6231,894$66,0530.04%
134VERIZON COMMUNICATIONSVZ1,646$64,0100.04%
135FIRST TRUST33739Q2001,330$63,6670.04%
136NOVO NORDISKNONOF395$62,8600.04%
137RAYTHEON TECHNOLOGIESRTX610$59,7380.04%
138AMAZON COMAMZN560$57,8420.04%
139BROADCOM INCAVGO90$57,7390.04%
140UNITEDHEALTH GROUPUNH122$57,6560.04%
141BLACKSTONE INCBX655$57,5400.04%
142WEC ENERGYWEC600$56,8740.04%
143EOG RESOURCESEOG478$54,7680.03%
144SPDR ICE78464A2921,601$54,3700.03%
145SECTOR INDUSTRIAL81369Y704535$54,1310.03%
146U S BANCORP DEUSB-PS1,500$54,0750.03%
147INVESCO WILDERHILLIVZ1,319$53,3030.03%
148SEMPRASREA350$52,9060.03%
149ISHARES U S464287762190$51,8810.03%
150JP MORGAN46641Q6541,000$50,7900.03%
151MCDONALDS CORPMCD181$50,6100.03%
152INVESCO TREASURYIVZ473$49,9160.03%
153CISCO SYSTEMSCSCO926$48,4070.03%
154PHILIP MORRIS718172109487$47,3610.03%
155FIRST TRUST33739P3011,000$46,8900.03%
156AT&T INCT-PC2,412$46,4290.03%
157MARRIOTT INTL571903202277$45,9930.03%
158NIKE INCNKE370$45,3760.03%
159INVESCO S&PIVZ570$44,4850.03%
160FORTUNE BRANDSFBIN715$41,9920.03%
161EASTMAN CHEMICALEMN497$41,9580.03%
162ALPHABET INCGOOG400$41,6000.03%
163SECTOR ENERGY81369Y506500$41,4150.03%
164ORACLE CORPORCL-PD433$40,2350.03%
165CHEMOURS COMPANYCC1,336$40,0000.03%
166JPMORGAN46641Q837775$38,9980.02%
167INVESCO S&PIVZ511$38,8880.02%
168QUALCOMM INCQCOM295$37,6360.02%
169FIRST TRUST33740U3071,030$36,4210.02%
170VANGUARD S&P921932828404$35,8710.02%
171SOUTHERN COMPANYSOMN508$35,3470.02%
172CLOUGH GLOBALGLO7,107$34,7520.02%
173INVESCO EXCHANGEIVZ213$34,6710.02%
174FIRST TRUST33740F763925$34,5760.02%
175NETFLIX INCNFLX100$34,5480.02%
176ELI LILLYLLY100$34,3420.02%
177KELLOGG COBEKE504$33,7480.02%
178INVESCO S&PIVZ445$33,5980.02%
179WALMART INCWMT223$32,8810.02%
180FIRST TRUST336920103385$32,3590.02%
181TELLURIAN INC87968A10426,203$32,2300.02%
182NVIDIA CORPNVDA116$32,2210.02%
183KAYNE ANDERSON48661E1084,060$31,1780.02%
184EQUINIX INCEQIX42$30,5450.02%
185LOWES COMPANIES548661107150$29,9960.02%
186ISHARES GLOBAL4642882241,470$29,0770.02%
187ONE GASOGS358$28,3650.02%
188ORGANON & COOGN1,198$28,1770.02%
189XCEL ENERGYXELLL410$27,6500.02%
190FORD MOTOR3453708602,000$25,2000.02%
191HARTFORD SCHRODERS41653L4041,275$25,0040.02%
192DARDEN RESTAURANTSDRI159$24,6700.02%
193AMGEN INCAMGN100$24,1750.02%
194MPLXMPLXP696$23,9770.02%
195ASML HOLDINGASMLF35$23,8250.02%
196ISHARES U S46431W853871$23,5370.02%
197INVESCO EXCHANGEIVZ517$23,4100.01%
198VIATRIS INCVTRS2,420$23,2800.01%
199HUNTINGTON INGALLS446413106111$22,9790.01%
200INTUIT INCINTU50$22,2920.01%
201PRUDENTIAL FINANCIALPUKPF269$22,2570.01%
202BANK AMERICA060505104775$22,1650.01%
203TJX COS872540109270$21,1570.01%
204LPL FINANCIAL50212V100100$20,2400.01%
205UNION PACIFIC CORPUNP99$19,9250.01%
206ASTRAZENECA PLCAZN286$19,8510.01%
207DISCOVER FINANCIAL254709108200$19,7680.01%
208COMCAST CORPCCZ513$19,4480.01%
209PEPSICO INCPEP105$19,1420.01%
210ETHAN ALLENETD693$19,0300.01%
211TAIWAN SEMICONDUCTOR874039100199$18,5110.01%
212HONEYWELL INTL43851610695$18,1560.01%
213VANGUARD TOTAL92290876987$17,7560.01%
214BLOCK H&RBSQKZ500$17,6250.01%
215MC CORMICKMKC-V200$16,6420.01%
216ZOOMINFO TECHNOLOGIESGTM670$16,5560.01%
217RBB FUND74933W874611$16,3090.01%
218UBER TECHNOLOGIESUBER496$15,7230.01%
219CARRIER GLOBALCARR335$15,3260.01%
220PNC FINANCIAL693475105120$15,2520.01%
221COTERRA ENERGYCTRA600$14,7240.01%
222INVESCO S&PIVZ200$14,6780.01%
223KBR INCKBR260$14,3130.01%
224DELTA AIRLINESDAL408$14,2470.01%
225MCKESSON CORPMCK40$14,2420.01%
226OTIS WORLDWIDEOTIS167$14,0950.01%
227SPDR S&P78464A698300$13,1580.01%
228OCCIDENTAL PETROLEUM674599105210$13,1120.01%
229INVESCO S&PIVZ295$12,8750.01%
230META PLATFORMSMETA60$12,7160.01%
231DIAGEO PLCDGEAF65$11,8230.01%
232WARNER BROSWBD771$11,6340.01%
233MODERNA INCMRNA73$11,2110.01%
234CARNIVAL CORPCUKPF1,100$11,1650.01%
235MASTERCARD INCMA31$11,1500.01%
236MATTEL INCMAT600$11,0460.01%
237ZIONS BANCORPORATION989701107363$10,8650.01%
238FS CREDITFSCO2,442$10,8420.01%
239BOEING COMPANYBA-PA50$10,6220.01%
240FIRST TRUST33740U786340$10,6140.01%
241MARSH & MCLENNAN57174810261$10,1600.01%
242GILEAD SCIENCESGILD120$9,9560.01%
243GENERAL MILLS370334104110$9,4010.01%
244ISHARES MSCI464288802104$9,1280.01%
245BIONTECH SEBNTX71$8,8440.01%
246CITIGROUP INCC-PR185$8,6750.01%
247VERTEX PHARMACEUTICALSVRTX25$7,8770.01%
248FEDEX CORPFDX34$7,7690.00%
249ARAMARKARMK200$7,1600.00%
250BLACKSTONE MORTGAGEBX400$7,1400.00%
251ACCENTURE PLCACN24$6,8590.00%
252DANAHER CORP23585110226$6,5530.00%
253ROYAL CARIBBEANV7780T103100$6,5300.00%
254MASTERBRAND INCMBC715$5,7490.00%
255AMPLIFY ONLINE032108102130$5,7430.00%
256CHESAPEAKE ENERGYEXE74$5,6270.00%
257GARMIN LTDGRMN55$5,5510.00%
258MAIN STREET56035L104135$5,3270.00%
259KONINKLIJKE PHILIPSRYLPF279$5,1200.00%
260INVESCO DYNAMICIVZ123$5,0050.00%
261STARWOOD PROPERTYSTHO279$4,9360.00%
262SHOPIFY INCSHOP100$4,7940.00%
263FIVERR INTLM4R82T106130$4,5400.00%
264MGM RESORTSMGM100$4,4420.00%
265ENBRIDGE INCENNPF111$4,2160.00%
266NICE LTDNCSYF17$3,8910.00%
267BP PLCBPPFF100$3,7940.00%
268WELLS FARGO949746101100$3,7380.00%
269ROBLOX CORPRBLX80$3,5980.00%
270HUNTSMAN CORPHUN121$3,3110.00%
271KYNDRYL HOLDINGSKD199$2,9370.00%
272ZOOM VIDEOZM20$1,4770.00%
273OCCIDENTAL PETE67459916234$1,3940.00%
274ZIMVIE INC98888T107163$1,1780.00%
275SOUTHWESTERN ENERGY845467109200$1,0000.00%
276DIGITAL WORLDDJTWW50$7030.00%
277GAMESTOP CORPGME-WT20$4600.00%
278ORGANIGRAM HOLDINGS68620P101505$3230.00%
279WABTEC9297401081$1010.00%