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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 Q3 2023 · Filed August 1, 2023 · Accession 0001965616-23-000003

Total Value
$172.9M
Positions
283
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES CORE464287663497,437$38.9M22.51%
2ISHARES S&P464287671291,823$28.5M16.48%
3FIRST TRUST33740F730191,066$6.6M3.79%
4FIRST TRUST33740F748156,468$6.1M3.53%
5ISHARES RUSSELL46428749972,479$5.3M3.06%
6ISHARES RUSSELL46428759829,547$4.7M2.70%
7ISHARES RUSSELL46428761416,243$4.5M2.58%
8FIRST TRUST33740U802131,866$4.1M2.34%
9FIRST TRUST33740U885117,883$3.9M2.24%
10SM ENERGYSM118,323$3.7M2.16%
11SPDR S&PSPY7,080$3.1M1.81%
12DIMENSIONAL US25434V10488,000$2.7M1.58%
13APPLE INCAAPL12,994$2.5M1.46%
14FIRST TRUST33740F83968,626$2.5M1.44%
15ISHARES MSCI46429B69733,299$2.5M1.43%
16INVESCO QQQIVZ5,412$2.0M1.16%
17FIRST TRUST33740F72246,692$1.9M1.12%
18FIRST TRUST33740F71453,074$1.9M1.11%
19SOUTHWEST AIRLINES84474110846,464$1.7M0.97%
20DIMENSIONAL WORLD25434V88063,943$1.5M0.86%
21MERCK & COMPANYMRK12,123$1.4M0.81%
22X TRACKERS23305120036,351$1.3M0.74%
23CATERPILLAR INCCAT4,785$1.2M0.68%
24FIRST TRUST33740U40631,994$1.1M0.62%
25INVESCO S&PIVZ27,500$1.1M0.62%
26AVANTIS U S02507288513,932$1.0M0.61%
27JOHNSON & JOHNSONJNJ6,232$1.0M0.60%
28ISHARES CORE4642872002,290$1.0M0.59%
29GENUINE PARTSGPC5,971$1.0M0.58%
30ISHARES CORE4642871509,694$948,5040.55%
31EXXON MOBILXOM8,485$909,9690.53%
32MICROSOFT CORPMSFT2,671$909,5900.53%
33FIRST TRUST33740F84722,099$889,8130.51%
34VANGUARD GROWTH9229087363,024$855,6710.49%
35VANGUARD VALUE9229087445,582$793,2030.46%
36INVESCO EXCHANGEIVZ12,587$790,5980.46%
37CHEVRON CORPCVX4,537$713,8760.41%
38FIRST TRUST33740F43323,470$706,9160.41%
39FIRST TRUST33740F66418,426$695,3760.40%
40SPDR NUVEEN78468R73914,670$690,2240.40%
41FIRST TRUST33740U50518,655$672,2480.39%
42ARK INNOVATION00214Q10413,815$609,7940.35%
43FIRST TRUST33740F44118,962$592,3150.34%
44NEXTERA ENERGYNEE-PW7,800$578,7600.33%
45FIRST TRUST33740F51616,660$541,9940.31%
46AVANTIS U S0250728776,796$527,4390.30%
47AVANTIS INTL0250727038,810$505,6940.29%
48FIRST TRUST33740F86212,798$494,2610.29%
49OGE ENERGY CORPOGE13,501$484,8140.28%
50ISHARES SHORT4642881584,479$465,9950.27%
51OCEANEERING INTL67523210224,600$460,0200.27%
52FIRST TRUST33740F45814,545$451,9130.26%
53FIRST TRUST33740F67212,907$450,4710.26%
54VANGUARD HIGH9219464064,100$434,8870.25%
55VANGUARD DIVIDEND9219088442,604$422,9670.24%
56CULLEN FROSTCFR-PB3,802$408,8300.24%
57FIRST TRUST33740U73712,945$403,7570.23%
58FIRST TRUST33740F77110,417$368,4480.21%
59DIMENSIONAL EMERGING25434V30214,636$343,3620.20%
60FIRST TRUST33739E10821,280$339,8420.20%
61TESLA INCTSLA1,270$332,4480.19%
62SECTOR CONSUMER81369Y3084,455$330,4490.19%
63TEXAS INSTRUMENTS8825081041,794$322,9560.19%
64UNITED PARCELUPS1,793$321,3950.19%
65SCHWAB US8085244094,651$312,0360.18%
66SECTOR TECHNOLOGY81369Y8031,780$309,4710.18%
67DEERE & CODE700$283,6330.16%
68GENERAL ELECTRIC3696043012,530$277,9210.16%
69FIRST TRUST33734K1093,278$275,3660.16%
70CONOCOPHILLIPSCOP2,524$261,5120.15%
71FIRST TRUST33740U2086,308$246,0120.14%
72DIMENSIONAL US25434V8159,469$243,3530.14%
73ZIMMER BIOMETZBH1,631$237,4740.14%
74JPMORGAN CHASEVYLD1,615$234,8860.14%
75MARTIN MARIETTA573284106500$230,8450.13%
76SPDR SERIES78464A7631,850$226,7730.13%
77WALT DISNEY2546871062,514$224,4500.13%
78AMERICAN EXPRESSAXP1,247$217,2270.13%
79INTL BUSINESSINTR1,600$214,0970.12%
80FIRST TRUST33740F6985,944$206,2520.12%
81ENTERPRISE PRODUCTS2937921077,650$201,5800.12%
82CORTEVA INCCTVA3,500$200,5500.12%
83VANGUARD S&P922908363478$194,6800.11%
84FIRST TRUST33740F8545,459$185,7700.11%
85VULCAN MATERIALS929160109800$180,3520.10%
86CION INVESTMENT17259U20416,865$175,0580.10%
87BERKSHIRE HATHAWAYBRK-A508$173,2280.10%
88BLACKROCK INCBLK250$172,7850.10%
89GOLDMAN SACHSGSCE530$170,9460.10%
90CIGNA GROUP125523100569$159,6620.09%
91ALTRIA GROUPMO3,498$158,4530.09%
92ALPHABET INCGOOG1,300$157,2610.09%
93PFIZER INCPFE4,252$155,9750.09%
94AMAZON COMAMZN1,180$153,8250.09%
95FIRST TRUST33739N1082,627$133,1550.08%
96TRUSTMARK CORPTRMK6,000$126,7200.07%
97PHILLIPS 66PSX1,312$125,1390.07%
98COSTCO WHOLESALE22160K105229$123,2890.07%
99RBB FD74933W6012,973$121,1200.07%
100BRISTOL MYERSCELG-RI1,868$119,4590.07%
101FIRST TRUST33740F6803,441$117,7100.07%
102VALERO ENERGYVLO1,000$117,3000.07%
103ONEOK INCOKE1,866$115,1660.07%
104AUTOMATIC DATAADP522$114,6670.07%
105PAYPAL HOLDINGSPYPL1,708$113,9750.07%
106VISA INCV470$111,5770.06%
107CRAWFORD & COMPANYCRD-B10,000$110,9000.06%
108NORTHROP GRUMMANNOC243$110,7590.06%
109ISHARES MSCI46435G5321,400$110,6710.06%
110FISERV INCFISV872$110,0030.06%
111AVANTIS EMERGING0250726042,025$108,9650.06%
112ISHARES GLOBAL4642873251,277$108,5320.06%
113PROCTER & GAMBLE742718109679$103,0320.06%
114ISHARES MSCI46432F396707$101,9850.06%
115HOME DEPOTHD328$101,9360.06%
116UNITED AIRLINESUNTCW1,856$101,8390.06%
117ALPHABET INCGOOG840$100,5480.06%
118ISHARES CORE4642872261,010$98,9110.06%
119ISHARES ESG46435G4251,000$97,4600.06%
120SERVICE CORP8175651041,500$96,8850.06%
121MONDELEZ INTERNATIONAL6092071051,296$94,5300.05%
122BLACKROCK MUNIASSETSBLK9,280$94,4700.05%
123COMMERCE BANCSHARESCBSH1,878$91,4590.05%
124SECTOR HEALTHCARE81369Y209677$89,8580.05%
125LINDE PLCLIN230$87,6480.05%
126TRAVELERS COSTRV500$86,8300.05%
127INVESCO S&PIVZ575$86,0430.05%
128PPG INDUSTRIES693506107567$84,0370.05%
129THERMO FISHERTMO150$78,2630.05%
130BROADCOM INCAVGO90$78,0680.05%
131VANGUARD COMMUNICATION92204A884730$77,6060.04%
132EBAY INCEBAY1,708$76,3310.04%
133COLGATE-PALMOLIVECL957$73,7560.04%
134VANGUARD S&P921932885822$72,7920.04%
1353M COMPANYMMM722$72,2650.04%
136ABBVIE INCABBV533$71,8110.04%
137FIRST TRUST33740F6231,894$70,4380.04%
138GE HEALTHCAREGEHC842$68,4040.04%
139WEC ENERGYWEC736$64,9450.04%
140NOVO NORDISKNONOF395$63,9230.04%
141FIRST TRUST33739Q2001,330$63,4010.04%
142VERIZON COMMUNICATIONSVZ1,657$61,6130.04%
143BLACKSTONE INCBX662$61,5050.04%
144ABBOTT LABORATORIESABLZF550$59,9790.03%
145EMERSON ELECTRICEMR663$59,8840.03%
146COCA COLA COMPANYKO994$59,8590.03%
147RAYTHEON TECHNOLOGIESRTX610$59,7560.03%
148UNITEDHEALTH GROUPUNH122$58,6380.03%
149SECTOR INDUSTRIAL81369Y704535$57,4160.03%
150EOG RESOURCESEOG480$54,9860.03%
151MCDONALDS CORPMCD181$54,0130.03%
152SPDR ICE78464A2921,601$53,5850.03%
153ISHARES U S464287762190$53,2480.03%
154INVESCO WILDERHILLIVZ1,327$53,2470.03%
155FIRST TRUST33740F7631,325$52,7820.03%
156ORACLE CORPORCL-PD433$51,5660.03%
157FORTUNE BRANDSFBIN715$51,4440.03%
158SEMPRASREA350$50,9570.03%
159MARRIOTT INTL571903202277$50,8820.03%
160JP MORGAN46641Q6541,000$50,6500.03%
161INVESCO TREASURYIVZ473$49,8870.03%
162U S BANCORP DEUSB-PS1,500$49,5600.03%
163CHEMOURS COMPANYCC1,336$49,2850.03%
164NVIDIA CORPNVDA116$49,0700.03%
165SPDR GOLDGLD270$48,1330.03%
166PHILIP MORRIS718172109487$47,5410.03%
167FIRST TRUST33739P3011,000$47,1000.03%
168ELI LILLYLLY100$46,8980.03%
169INVESCO S&PIVZ570$46,4330.03%
170NETFLIX INCNFLX100$44,0490.03%
171EASTMAN CHEMICALEMN497$41,6500.02%
172INVESCO S&PIVZ511$40,8800.02%
173NIKE INCNKE370$40,8370.02%
174SPDR S&P78464A6981,000$40,8300.02%
175SECTOR ENERGY81369Y506500$40,5850.02%
176FIRST TRUST33740U3071,030$39,1220.02%
177JPMORGAN46641Q837775$38,8590.02%
178AT&T INCT-PC2,423$38,6390.02%
179VANGUARD S&P921932828404$37,1240.02%
180TELLURIAN INC87968A10426,203$36,9460.02%
181CISCO SYSTEMSCSCO701$36,2700.02%
182SOUTHERN COMPANYSOMN508$35,6870.02%
183CLOUGH GLOBALGLO7,107$35,6050.02%
184INVESCO S&PIVZ445$35,3860.02%
185QUALCOMM INCQCOM295$35,1170.02%
186WALMART INCWMT223$35,0510.02%
187INVESCO EXCHANGEIVZ213$34,5660.02%
188KELLOGG COBEKE504$33,9700.02%
189FIRST TRUST336920103385$33,9450.02%
190LOWES COMPANIES548661107150$33,8550.02%
191EQUINIX INCEQIX43$33,3330.02%
192FORD MOTOR3453708602,000$30,2600.02%
193KAYNE ANDERSON48661E1084,060$28,8230.02%
194ONE GASOGS358$27,4980.02%
195ISHARES GLOBAL4642882241,470$27,0480.02%
196XCEL ENERGYXELLL410$25,4900.01%
197ASML HOLDINGASMLF35$25,3660.01%
198HUNTINGTON INGALLS446413106111$25,2640.01%
199ORGANON & COOGN1,198$24,9300.01%
200HARTFORD SCHRODERS41653L4041,275$24,7860.01%
201VIATRIS INCVTRS2,420$24,1510.01%
202INVESCO EXCHANGEIVZ517$24,1080.01%
203PRUDENTIAL FINANCIALPUKPF269$23,7320.01%
204MPLXMPLXP696$23,6220.01%
205DISCOVER FINANCIAL254709108200$23,3700.01%
206INTUIT INCINTU50$22,9100.01%
207TJX COS872540109270$22,8930.01%
208BANK AMERICA060505104775$22,2350.01%
209AMGEN INCAMGN100$22,2020.01%
210LPL FINANCIAL50212V100100$21,7430.01%
211COMCAST CORPCCZ513$21,3150.01%
212CARNIVAL CORPCUKPF1,100$20,7130.01%
213ASTRAZENECA PLCAZN286$20,4690.01%
214UNION PACIFIC CORPUNP99$20,2580.01%
215TAIWAN SEMICONDUCTOR874039100199$20,0830.01%
216HONEYWELL INTL43851610695$19,7130.01%
217ETHAN ALLENETD693$19,5980.01%
218PEPSICO INCPEP105$19,4480.01%
219DELTA AIRLINESDAL408$19,3960.01%
220VANGUARD TOTAL92290876987$19,1640.01%
221RBB FUND74933W874611$17,5550.01%
222MC CORMICKMKC-V200$17,4460.01%
223FS CREDITFSCO3,663$17,3990.01%
224META PLATFORMSMETA60$17,2190.01%
225MCKESSON CORPMCK40$17,0920.01%
226ZOOMINFO TECHNOLOGIESGTM670$17,0110.01%
227KBR INCKBR260$16,9160.01%
228CARRIER GLOBALCARR335$16,6530.01%
229INVESCO S&PIVZ200$16,1420.01%
230BLOCK H&RBSQKZ500$15,9350.01%
231COTERRA ENERGYCTRA600$15,1800.01%
232PNC FINANCIAL693475105120$15,1140.01%
233OTIS WORLDWIDEOTIS167$14,8650.01%
234INVESCO S&PIVZ295$13,6020.01%
235UBER TECHNOLOGIESUBER300$12,9510.01%
236OCCIDENTAL PETROLEUM674599105210$12,3510.01%
237MASTERCARD INCMA31$12,0850.01%
238MATTEL INCMAT600$11,7240.01%
239MARSH & MCLENNAN57174810261$11,4730.01%
240DIAGEO PLCDGEAF65$11,3210.01%
241FIRST TRUST33740U786340$11,0940.01%
242BOEING COMPANYBA-PA50$10,5580.01%
243ROYAL CARIBBEANV7780T103100$10,3740.01%
244ZIONS BANCORPORATION989701107363$9,7500.01%
245ISHARES MSCI464288802104$9,7390.01%
246WARNER BROSWBD771$9,6610.01%
247GILEAD SCIENCESGILD120$9,2480.01%
248MODERNA INCMRNA73$8,8700.01%
249VERTEX PHARMACEUTICALSVRTX25$8,7980.01%
250ARAMARKARMK200$8,6100.00%
251CITIGROUP INCC-PR185$8,5170.00%
252GENERAL MILLS370334104110$8,4370.00%
253HEWLETT PACKARDHPE-PC502$8,4340.00%
254BLACKSTONE MORTGAGEBX400$8,3240.00%
255MASTERBRAND INCMBC715$8,3150.00%
256BIONTECH SEBNTX71$7,6630.00%
257ACCENTURE PLCACN24$7,4060.00%
258KONINKLIJKE PHILIPSRYLPF291$6,3120.00%
259DANAHER CORP23585110226$6,2400.00%
260CHESAPEAKE ENERGYEXE74$6,1920.00%
261AMPLIFY ONLINE032108102130$6,0090.00%
262GARMIN LTDGRMN55$5,7360.00%
263STARWOOD PROPERTYSTHO279$5,4130.00%
264MAIN STREET56035L104135$5,4040.00%
265INVESCO DYNAMICIVZ123$5,1440.00%
266MGM RESORTSMGM100$4,3920.00%
267WELLS FARGO949746101100$4,2680.00%
268ENBRIDGE INCENNPF111$4,1050.00%
269BP PLCBPPFF100$3,5290.00%
270NICE LTDNCSYF17$3,5110.00%
271FIVERR INTLM4R82T106130$3,3810.00%
272HUNTSMAN CORPHUN121$3,2690.00%
273ROBLOX CORPRBLX80$3,2240.00%
274ZIMVIE INC98888T107163$1,8300.00%
275DIMENSIONAL US25434V70850$1,3580.00%
276ZOOM VIDEOZM20$1,3580.00%
277OCCIDENTAL PETE67459916234$1,2690.00%
278SOUTHWESTERN ENERGY845467109200$1,2020.00%
279KYNDRYL HOLDINGSKD65$8630.00%
280DIGITAL WORLDDJTWW50$6280.00%
281GAMESTOP CORPGME-WT20$4850.00%
282ORGANIGRAM HOLDINGS68620P101505$1970.00%
283WABTEC9297401081$1100.00%