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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

Emprise Bank

Quarter ended Q2 2025 · Filed July 9, 2025 · Accession 0002018815-25-000005

Total Value
$208.3M
Positions
101
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (101)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INTERMEDIATE-TERM92206C706470,060$28.1M13.49%
2AVANTIS INTERNATIONAL SMALL CAP025072802245,701$19.5M9.35%
3VANGUARD SHORT TERM INF PROT SE922020805322,208$16.2M7.77%
4DIMENSIONAL EMERGING MARKETS CO25434V732456,493$13.5M6.50%
5VANGUARD TOTAL STOCK MARKET ETF92290876934,918$10.6M5.09%
6iShares 0-3 Month Treasury Bond46436E71889,704$9.0M4.34%
7VANGUARD FTSE DEVELOPED MARKETS921943858148,986$8.5M4.08%
8BROADCOM INCAVGO24,699$6.8M3.27%
9NVIDIA CORPORATIONNVDA40,310$6.4M3.06%
10MICROSOFT CORPMSFT11,560$5.8M2.76%
11APPLE INCAAPL21,732$4.5M2.14%
12DIMENSIONAL INTERNATIONAL SMALL25434V781106,693$3.5M1.69%
13AMAZON.COM INCAMZN15,715$3.4M1.65%
14Avantis US Small Cap Value02507287733,544$3.1M1.47%
15DFA EMERGING CORE25434V30297,414$2.8M1.35%
16JPMORGAN CHASE & COVYLD9,372$2.7M1.30%
17COSTCO WHOLESALE CORPORATION22160K1052,577$2.6M1.22%
18META PLATFORMS INC CL AMETA3,130$2.3M1.11%
19RTX CORPORATIONRTX14,602$2.1M1.02%
20BERKSHIRE HATHAWAY INC CLASS BBRK-A4,269$2.1M1.00%
21ISHARES RUSSELL 1000 GROWTH4642876144,594$2.0M0.94%
22VISA INC CL AV5,448$1.9M0.93%
23DFA US SMALL CAP VALUE25434V81564,648$1.9M0.91%
24CATERPILLAR INCCAT4,676$1.8M0.87%
25ALPHABET INC CL AGOOG10,114$1.8M0.86%
26ALPHABET INC CL CGOOG10,010$1.8M0.85%
27EATON CORP PLCETN4,202$1.5M0.72%
28ISHARES MSCI EAFE INDEX46428746514,452$1.3M0.62%
29SALESFORCE INCCRM4,736$1.3M0.62%
30SPDR Portfolio Total Stock Mark78464A80516,915$1.3M0.61%
31SPDR S&P MIDCAP 400MDY2,096$1.2M0.57%
32PEPSICO INCPEP8,879$1.2M0.56%
33HOME DEPOT INCHD3,109$1.1M0.55%
34WALMART INCWMT11,248$1.1M0.53%
35UNITEDHEALTH GROUP INCUNH3,422$1.1M0.51%
36DIMENSIONAL US LARGE CAP25434V66633,945$1.1M0.51%
37ORACLE CORPORCL-PD4,790$1.0M0.50%
38CHUBB LIMITEDCB3,598$1.0M0.50%
39iShares 3-7 Year Treasury Bond4642886618,490$1.0M0.49%
40BANK OF AMERICA CORPORATION06050510421,304$1.0M0.48%
41TE CONNECTIVITY PLCTEL5,896$994,4780.48%
42UNION PACIFIC CORPUNP4,262$980,6010.47%
43THERMO FISHER SCIENTIFIC INCTMO2,261$916,7450.44%
44JPMorgan U.S. Quality Factor ET46641Q76113,839$831,0320.40%
45ECOLAB INCECL3,001$808,5890.39%
46NORTHROP GRUMMAN CORPNOC1,572$785,9690.38%
47TEXAS INSTRUMENTS INC8825081043,695$767,1560.37%
48ISHARES RUSSELL 1000 VALUE INDE4642875983,801$738,2680.35%
49VANGUARD S&P 500 ETF9229083631,286$730,4870.35%
50ISHARES CORE S&P SMALL-CAP ETF4642878046,580$719,1280.35%
51ISHARES CORE S&P MIDCAP ETF46428750711,437$709,3230.34%
52ISHARES CORE MSCI EMERGING46434G10311,458$687,8240.33%
53NETFLIX INCNFLX513$686,9740.33%
54EXXON MOBIL CORPXOM6,133$661,1370.32%
55DFA US CORE EQUITY 225434V70818,097$648,5960.31%
56DANAHER CORP2358511023,222$636,4740.31%
57PHILIP MORRIS INTERNATIONAL INC7181721093,488$635,2690.30%
58PNC FINANCIAL SERVICES GROUP IN6934751053,407$635,1330.30%
59CONOCOPHILLIPSCOP6,709$602,0660.29%
60HESS CORPHESM4,300$595,7220.29%
61STARBUCKS CORPSBUX6,042$553,6280.27%
62VANGUARD FTSE EMERGING MARKETS9220428589,958$492,5230.24%
63SPDR S&P DIVIDEND78464A7633,474$471,5260.23%
64DFA INTERNATIONAL CORE EQUITY25434V20313,138$454,1810.22%
65ADOBE INCADBE1,143$442,2040.21%
66ISHARES CORE S&P 500 ETF464287200699$434,0090.21%
67MERCK & CO INCMRK5,472$433,1640.21%
68YUM BRANDS INCYUM2,911$431,3520.21%
69PROCTER & GAMBLE CO7427181092,698$429,8450.21%
70CONSOLIDATED EDISON INC COMMONED4,000$401,4000.19%
71BOEING COBA-PA1,793$375,6870.18%
72GENERAL ELECTRIC CO3696043011,444$371,6710.18%
73CAPITOL FEDERAL FINANCIAL INC14057J10157,000$347,7000.17%
74BOOKING HOLDINGS INCBKNG52$301,0400.14%
75AMERIPRISE FINANCIAL INC03076C106558$297,8210.14%
76AVANTIS INT LARGE CAP VAL0250723644,765$296,5500.14%
77MCDONALDS CORPMCD996$291,0010.14%
78DIGITAL REALTY TRUST INC2538681031,653$288,1670.14%
79ALTRIA GROUP INCMO4,915$288,1660.14%
80NATIONAL FUEL GAS CONFG3,300$279,5430.13%
81HYATT HOTELS CORP CL AH1,998$279,0210.13%
82ALCOA UPSTREAM CORPAA9,410$277,6890.13%
83FORTIVE CORPFTV5,308$276,7060.13%
84ELI LILLY & COLLY344$268,1580.13%
85KKR & CO INCKKRT2,000$266,0600.13%
86SCHWAB US LARGE CAP GROWTH ETF8085243008,829$257,8950.12%
87EXPEDIA GROUP INCEXPE1,508$254,3690.12%
88CARNIVAL CORPCUKPF9,012$253,4170.12%
89WISDOMTREE TR INTL QULTY DIVWT6,325$250,7230.12%
90ABBVIE INCABBV1,338$248,3600.12%
91Avantis Emerging Markets Equity0250726043,574$244,9620.12%
92DISNEY WALT CO2546871061,927$238,9670.11%
93DFA US CORE EQUITY25434V1045,553$235,2250.11%
94AMERICAN TOWER CORP REIT03027X1001,042$230,3030.11%
95KEYCORP49326710813,154$229,1430.11%
96SERVICENOW INCNOW215$221,0370.11%
97ISHARES CORE MSCI EAFE ETF46432F8422,633$219,8030.11%
98SOUTHERN COMPANYSOMN2,248$206,4340.10%
99INTUITINTU262$206,3590.10%
100BLACKSTONE INCBX1,375$205,6730.10%
101UNITED AIRLINES HOLDINGS INCUNTCW2,522$200,8270.10%