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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

Halpern Financial, Inc.

Quarter ended Q2 2024 · Filed July 9, 2024 · Accession 0001994335-24-000003

Total Value
$364.0M
Positions
224
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (224)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P 500 VALUE ETF464287408260,974$47.5M13.05%
2ISHARES S&P 500 INDEX46428720060,800$33.3M9.14%
3ISHARES MSCI USA MIN VOL FACTOR ETF46429B697374,389$31.4M8.64%
4SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889802,371$28.1M7.73%
5ISHARES S&P 500 GROWTH ETF464287309248,484$23.0M6.32%
6SCHWAB US DIVIDEND EQUITY ETF808524797244,370$19.0M5.22%
7VANGUARD FTSE EMERGING MARKETS ETF922042858327,663$14.3M3.94%
8JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332220,070$12.5M3.43%
9ISHARES CORE MSCI EAFE ETF46432F842157,386$11.4M3.14%
10FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF31609280866,040$11.3M3.11%
11ISHARES S&P SMALLCAP 600 ETF464287804103,699$11.1M3.04%
12VANGUARD SMALL CAP ETF92290875150,421$11.0M3.02%
13ISHARES RUSSELL 1000 GROWTH ETF46428761428,489$10.4M2.85%
14JPMORGAN INFLATION MANAGED BOND ETF46654Q104219,158$10.2M2.81%
15FIDELITY VALUE FACTOR ETF316092782174,649$10.1M2.76%
16VANGUARD S&P 500 ETF92290836319,821$9.9M2.72%
17VANGUARD VALUE ETF92290874449,750$8.0M2.19%
18ISHARES CORE S&P MID CAP ETF464287507131,776$7.7M2.12%
19SPDR S&P 500 ETF TRUSTSPY10,364$5.6M1.55%
20EXXON MOBIL CORP COMXOM41,459$4.8M1.31%
21SCHWAB U.S. MID-CAP ETF80852450852,265$4.1M1.12%
22ISHARES CORE MSCI EMERGING MKTS46434G10374,559$4.0M1.10%
23VANGUARD GROWTH ETF92290873610,089$3.8M1.04%
24FIDELITY MSCI HEALTH CARE INDEX ETF31609260049,030$3.4M0.92%
25AMAZON.COM INCAMZN16,470$3.2M0.87%
26ISHARES RUSSELL 1000 VALUE ETF46428759810,259$1.8M0.49%
27CROWDSTRIKE HLDGS INC CL ACRWD3,998$1.5M0.42%
28ISHARES TR RUSSELL MIDCAP INDEX FD46428749917,738$1.4M0.40%
29ISHARES RUSSELL 2000 ETF4642876556,570$1.3M0.37%
30BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,101$1.3M0.35%
31NASDAQ STK MKT INCNDAQ19,800$1.2M0.33%
32SCHWAB U.S. LARGE-CAP GROWTH ETF80852430011,100$1.1M0.31%
33ISHARES S&P SMALL-CAP 600 GROWTH ETF4642878878,630$1.1M0.30%
34JOHN MARSHALL BANCORP INC COMJMSB49,730$867,2910.24%
35SPDR S&P MIDCAP 400 ETF TRUSTMDY1,593$852,1200.23%
36APPLE INCAAPL3,781$796,3540.22%
37ISHARES RUSSELL MID-CAP GROWTH ETF4642874814,996$551,3210.15%
38VANGUARD S&P 500 GROWTH ETF9219325051,610$536,7420.15%
39GOOGLE INCGOOG2,871$522,9530.14%
40ISHARES RUSSELL MIDCAP VALUE INDEX4642874733,644$439,9180.12%
41ISHARES RUSSELL 2000 VALUE ETF4642876302,811$428,1710.12%
42EQUINIX INC COMEQIX538$407,0510.11%
43MICROSOFTMSFT765$341,9170.09%
44COSTCO WHOLESALE CORP22160K105401$341,0410.09%
45HAWAIIAN HOLDINGS INC COMHE26,686$331,7070.09%
46VANGUARD S&P MID-CAP 400 VALUE ETF9219328443,691$323,2010.09%
47ELI LILLY & CO COMLLY350$316,8830.09%
48UNITED BANKSHARES INC WEST VA COMUNTCW9,450$306,5580.08%
49VANGUARD TOTAL STK MKT9229087691,083$289,7130.08%
50PROCTER AND GAMBLE CO COM7427181091,671$275,5810.08%
51JPMORGAN CHASE & CO. COMVYLD1,200$242,7120.07%
52INTEL CORP COMINTC7,486$231,8410.06%
53JOHNSON & JOHNSON COMJNJ1,559$227,8630.06%
54SPDR PORTFOLIO S&P 500 VALUE ETF78464A5083,795$184,9780.05%
55VANGUARD LARGE-CAP ETF922908637730$182,2230.05%
56BLACK STONE MINERALS L P COM UNITBSMLP11,500$180,2050.05%
57ISHARES TR RUSSELL 1000 INDEX ETF464287622574$170,7880.05%
58FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302774$158,6240.04%
59ASTRAZENECA PLC- SPONS ADRAZN1,827$142,4880.04%
60ISHARES S&P SMALL-CAP 600 VALUE ETF4642878791,422$138,3070.04%
61S&P GLOBAL INC COMSPGI300$133,8000.04%
62AMPLIFY TRANSFORMATIONAL DATA SHARING ETF0321086073,560$126,2570.03%
63INVESCO S&P 100 EQUAL WEIGHT ETFIVZ1,275$120,4880.03%
64LOCKHEED MARTIN CORPLMT257$120,0450.03%
65ALPHABET INC CAP STK CL CGOOG647$118,6730.03%
66QUALYS INC COMQLYS795$113,3670.03%
67ZETA GLOBAL HOLDINGS CORP CL AZETA5,300$93,5450.03%
68ISHARES MSCI EAFE ETF4642874651,165$91,2540.03%
69COCA COLA CO COMKO1,397$88,9190.02%
70LOWES COS INC COM548661107400$88,1840.02%
71ADOBE INC COMADBE158$87,7750.02%
72VANGUARD S&P MID-CAP 400 GROWTH ETF921932869740$81,0130.02%
73FIRST TRUST WATER ETF33733B100810$80,9840.02%
74ALASKA AIR GROUP INC COMALK2,000$80,8000.02%
75IDEAYA BIOSCIENCES INC COMIDYA2,250$78,9980.02%
76FORTINET INC COMFTNT1,300$78,3510.02%
77CISCO SYS INCCSCO1,644$78,1060.02%
78IRON MTN INC DEL COM46284V101861$77,1630.02%
79FIRST TRUST LARGE CAP VALUE ALPHADEX FUND33735J1011,040$76,5440.02%
80NEXTERA ENERGY INC COMNEE-PW1,000$70,8100.02%
81ORACLE CORPORATIONORCL-PD500$70,6000.02%
82SBA COMMUNICATIONS CORP NEW CL ASBAC350$68,7050.02%
83TREX CO INC COMTREX900$66,7080.02%
84TESLA MOTORS INCTSLA334$66,0920.02%
85SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409815$65,3340.02%
86SCHWAB U.S. LARGE-CAP VALUE ETF808524409871$64,5240.02%
87POWERSHARES QQQ TRIVZ132$63,2430.02%
88UNITED AIRLS HLDGS INC COMUNTCW1,250$60,8250.02%
89TEXAS PACIFIC LAND CORPORATION COMTPL75$55,0700.02%
90ALTRIA GROUP INC COMMO1,180$53,7490.01%
91AT&T INC COMT-PC2,726$52,0940.01%
92UNITEDHEALTH GROUPUNH100$50,9260.01%
93ARBOR RLTY TR INCABR-PF3,509$50,3540.01%
94FIDELITY QUALITY FACTOR ETF316092790800$49,0560.01%
95NVIDIA CORPORATION COMNVDA390$48,1810.01%
96ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150376$44,6610.01%
97VANGUARD MID CAP922908629180$43,5780.01%
98ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689600$41,6130.01%
99VISA INC COM CL AV150$39,3710.01%
100VANGUARD FTSE ALL-WORLD EX-US922042775648$37,9990.01%
101SANDY SPRING BANCORP INC COM8003631031,500$36,5400.01%
102PALANTIR TECHNOLOGIES INC CL APLTR1,440$36,4750.01%
103PHILIP MORRIS INTL INC COM718172109350$35,4660.01%
104VANGUARD HIGH DIVIDEND YIELD921946406266$31,5480.01%
105VANGUARD S&P MID-CAP 400 ETF921932885316$31,3190.01%
106NOVO-NORDISK A S ADRNONOF213$30,4040.01%
107WISDOMTREE U.S. AI ENHANCED VALUE FUNDWT300$29,9400.01%
108LINDE PLC SHSLIN67$29,4000.01%
109VANGUARD DIVIDEND APPRECIATION ETF921908844160$29,2080.01%
110TRUIST FINL CORP COM89832Q109742$28,8270.01%
111RIVIAN AUTOMOTIVE INC COM CL ARIVN2,000$26,8400.01%
112INVESCO NASDAQ 100 ETFIVZ136$26,8070.01%
113VANGUARD HEALTH CARE ETF92204A504100$26,6000.01%
114HACKETT GROUP INCHCKT1,200$26,0640.01%
115ABBVIE INC COMABBV150$25,7280.01%
116MERCK & CO INCMRK200$24,7600.01%
117ISHARES MSCI EAFE SMALL CAP ETF464288273387$23,8550.01%
118PRINCIPAL FINANCIAL GROUP INC COMPFG296$23,2210.01%
119SCHWAB U.S. LARGE-CAP ETF808524201360$23,1300.01%
120PRUDENTIAL FINL INCPUKPF192$22,5000.01%
121COINBASE GLOBAL INC COM CL ACOIN100$22,2230.01%
122ISHARES MSCI INTL QUALITY FACTOR ETF46434V456552$21,5560.01%
123SCHWAB U.S. SMALL-CAP ETF808524607450$21,3530.01%
124PEPSICO INC COMPEP127$20,9460.01%
125CLOROX CO DEL COMCLX150$20,4710.01%
126WALMART INC COMWMT300$20,3130.01%
127GE AEROSPACE COM NEW369604301119$18,9170.01%
128UNION PAC CORP COMUNP83$18,7800.01%
129EQT CORP COMEQT500$18,4900.01%
130ISHARES U.S. TECHNOLOGY ETF464287721120$18,0600.00%
1313M CO COMMMM176$17,9850.00%
132COUSINS PPTYS INC COM NEW222795502760$17,5940.00%
133HOME DEPOTHD50$17,2120.00%
134VANGUARD COMMUNICATION SERVICES ETF92204A884118$16,3080.00%
135FIDELITY NASDAQ COMPOSITE INDEX ETF315912808233$16,2940.00%
136VALE S A SPONSORED ADSVALE1,458$16,2860.00%
137HCA INCHCA50$16,0640.00%
138MCDONALDS CORP COMMCD60$15,2900.00%
139INVENTRUST PPTYS CORP COM NEW46124J201616$15,2520.00%
140VANGUARD FTSE DEVELOPED MARKETS ETF921943858308$15,2210.00%
141SCHWAB CHARLES CORP COMSCHW-PJ202$14,8850.00%
142CANADIAN PACIFIC KANSAS CITY COMCP185$14,5650.00%
143AUTOMATIC DATA PROCESSING INC COMADP61$14,5600.00%
144MICROCHIP TECHNOLOGY INC. COMMCHPP158$14,4570.00%
145OCCIDENTAL PETE CORP COM674599105222$13,9930.00%
146COMCAST CORP NEW CL ACCZ332$13,0010.00%
147TECK RESOURCES LTD CL BTCKRF267$12,7890.00%
148FIDELITY MSCI ENERGY INDEX ETF316092402500$12,5450.00%
149DUKE ENERGY CORP NEW COM NEWDUKB123$12,3280.00%
150RIO TINTO PLC SPONSORED ADRRTNTF186$12,2630.00%
151SPDR DOW JONES INDUSTRIAL ETF78467X10931$12,1250.00%
152BHP GROUP LTD SPONSORED ADSBHPLF203$11,5890.00%
153CAMBRIA SHAREHOLDER YIELD ETF132061201163$11,1300.00%
154SPDR SER TR S&P DIVID ETF78464A76381$10,3020.00%
155TILRAY BRANDS INC COMTLRY5,866$9,7380.00%
156G III APPAREL GROUP LTD COMGIII350$9,4750.00%
157CHEVRON CORP NEW COMCVX60$9,3850.00%
158CAVA GROUP INC COMCAVA100$9,2750.00%
159WASTE MANAGEMENT INC94106L10943$9,1740.00%
160MOTOROLA SOLUTIONS INC COM NEWMSI23$8,8790.00%
161BOEING CO COMBA-PA48$8,7360.00%
162TECHNOLOGY SELECT SECTOR SPDR81369Y80337$8,3710.00%
163INTL BUSINESS MACHINESINTR47$8,1290.00%
164L3HARRIS TECHNOLOGIES INC COMLHX35$7,8600.00%
165MEDTRONIC PLC SHSMDT95$7,4770.00%
166UTILITIES SELECT SECTOR SPDR FUND81369Y886108$7,3590.00%
167ASML HOLDING N V N Y REGISTRY SHSASMLF7$7,1590.00%
168FIRST TRUST US EQUITY OPPORTUNITIES ETF33692010370$6,9530.00%
169MAGNITE INC COMMGNI512$6,8040.00%
170PROGRESSIVE CORP COM74331510331$6,4390.00%
171NETFLIX INC COMNFLX9$6,0740.00%
172APA CORPORATION COMAPA200$5,8880.00%
173MCKESSON CORP COMMCK10$5,8400.00%
174THE CIGNA GROUP COM12552310017$5,6200.00%
175PFIZER INC COMPFE200$5,5960.00%
176RELX PLC SPONSORED ADRRLXXF119$5,4600.00%
177AFLAC INC COMAFL61$5,4480.00%
178GE VERNOVA INC COMGEV29$4,9740.00%
179CVS HEALTH CORP COMCVS83$4,9020.00%
180ISHARES MSCI EMERGING MARKETS ETF464287234106$4,5180.00%
181GODADDY INC CL AGDDY32$4,4710.00%
182GENERAL DYNAMICS CORP COMGD14$4,0620.00%
183SEMPRA COMSREA50$3,8030.00%
184DISCOVERY HLDG COWBD498$3,7050.00%
185TREEHOUSE FOODS INC COM89469A104100$3,6640.00%
186INMODE LTD SHSINMD200$3,6480.00%
187SOUTHERN CO COMSOMN47$3,6460.00%
188WINGSTOP INC COMWING8$3,3810.00%
189MARSH & MCLENNAN COS INC COM57174810216$3,3720.00%
190KLA-TENCOR CORPKLAC4$3,2980.00%
191MONOLITHIC PWR SYS INC COM6098391054$3,2870.00%
192LIBERTY BROADBAND CORP COM SER CLBRDP59$3,2340.00%
193HYATT HOTELS CORP COM CL AH20$3,0380.00%
194MARRIOTT INTL INC57190320212$2,9010.00%
195SOLVENTUM CORP COM SHSSOLV43$2,2740.00%
196APPLIED MATLS INC COM0382221059$2,1240.00%
197THOMSON REUTERS CORP. COMTMSOF11$1,8540.00%
198GRAYSCALE BITCOIN TRUSTGBTC34$1,8100.00%
199KBR INC COMKBR26$1,6680.00%
200ACLARIS THERAPEUTICS INC COMACRS1,500$1,6500.00%
201NORDSON CORP COMNDSN7$1,6240.00%
202AIRBNB INC COM CL AABNB10$1,5160.00%
203WOODSIDE ENERGY GROUP LTD SPONSORED ADRWOPEF73$1,3730.00%
204DISNEY WALT CO COM25468710613$1,2910.00%
205IQIYI INC SPONSORED ADSIQ250$9180.00%
206AMARIN CORP PLC SPONS ADR NEWAMRN1,292$8890.00%
207PELOTON INTERACTIVE INC CL A COMPTON200$6760.00%
208CHARGEPOINT HOLDINGS INC COM CL ACHPT350$5290.00%
209GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC6$4680.00%
2102SEVENTY BIO INC COMMON STOCK901384107100$3850.00%
211BLUEBIRD BIO INC COM09609G100300$2950.00%
212CANOPY GROWTH CORP COM NEWCGC30$1940.00%
213KYNDRYL HLDGS INC COMMON STOCKKD7$1840.00%
214PHUNWARE INC COM NEWPHUN30$1650.00%
215VIVOPOWER INTERNATIONAL PLC SHS NEWVIVO100$1380.00%
216NIKE INC CLASS BNKE1$790.00%
217SNAP INC CL ASNAP4$660.00%
218SAVARA INC COMSVRA2$80.00%
219MULLEN AUTOMOTIVE INC COM62526P4061$20.00%
220BANK AMERICA CORP COM0605051040$00.00%
221JFROG LTD ORD SHSFROG0$00.00%
222PACCAR INC COMPCAR0$00.00%
223CHUBB LIMITED COMCB0$00.00%
224PETROLEO BRASILEIRO SA PETROBRAS71654V4080$00.00%