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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

Breakwater Investment Management

Quarter ended Q2 2024 · Filed June 14, 2024 · Accession 0002025925-24-000001

Total Value
$217.3M
Positions
314
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (314)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908769115,410$30.0M13.80%
2SCHWAB STRATEGIC TR808524102320,773$19.6M9.01%
3VANGUARD STAR FDS921909768218,837$13.2M6.07%
4VANGUARD BD INDEX FDS921937835167,808$12.2M5.61%
5MICROSOFT CORPMSFT27,295$11.5M5.28%
6VANGUARD CHARLOTTE FDS92203J407227,467$11.2M5.15%
7VANGUARD INTL EQUITY INDEX F92204277597,523$5.7M2.63%
8SPDR SER TR78464A80583,497$5.4M2.46%
9VANGUARD WHITEHALL FDS92194640644,251$5.4M2.46%
10VANGUARD INTL EQUITY INDEX F92204274247,196$5.2M2.40%
11SCHWAB STRATEGIC TR808524805124,032$4.8M2.23%
12SCHWAB STRATEGIC TR80852479758,935$4.8M2.19%
13SPDR S&P 500 ETF TRSPY8,833$4.6M2.13%
14SCHWAB STRATEGIC TR80852486295,581$4.6M2.12%
15VANGUARD INTL EQUITY INDEX F922042858109,437$4.6M2.10%
16VANGUARD SCOTTSDALE FDS92206C10277,035$4.5M2.06%
17VANGUARD WORLD FD92191081614,661$4.2M1.93%
18VANGUARD SPECIALIZED FUNDS92190884422,320$4.1M1.88%
19VANGUARD WORLD FD92191084033,536$4.0M1.84%
20SCHWAB STRATEGIC TR80852483976,748$3.5M1.62%
21SPDR SER TR78464A649104,874$2.7M1.22%
22ISHARES TR46435G67248,851$2.4M1.12%
23SPDR INDEX SHS FDS78463X88963,493$2.3M1.05%
24PERFICIENT INC71375U10139,394$2.2M1.02%
25VANGUARD INDEX FDS92290855324,836$2.1M0.99%
26SCHWAB STRATEGIC TR80852470678,094$2.0M0.91%
27VANGUARD WHITEHALL FDS92194679428,454$2.0M0.90%
28VANGUARD MALVERN FDS92202080540,788$2.0M0.90%
29VANGUARD WHITEHALL FDS92194688527,877$1.8M0.82%
30SPDR INDEX SHS FDS78463X85528,152$1.5M0.70%
31SCHWAB STRATEGIC TR80852487028,886$1.5M0.69%
32SCHWAB STRATEGIC TR80852420122,879$1.4M0.65%
33VANGUARD WHITEHALL FDS92194681014,783$1.2M0.55%
34AMAZON COM INCAMZN6,013$1.1M0.50%
35VANGUARD INDEX FDS9229087363,108$1.1M0.49%
36ISHARES TR46429B74710,582$1.1M0.48%
37SCHWAB STRATEGIC TR80852484751,049$1.0M0.48%
38VANGUARD INTL EQUITY INDEX F92204267623,059$971,7070.45%
39VANGUARD TAX-MANAGED FDS92194385818,773$941,8420.43%
40SPDR SER TR78468R10131,967$924,4860.43%
41VANGUARD INDEX FDS9229086373,077$737,7420.34%
42VANGUARD WORLD FD9219108733,771$704,6870.32%
43J P MORGAN EXCHANGE TRADED F46641Q19111,244$667,8940.31%
44TCW TRANSFORM ETF TRUST29287L10610,775$659,9990.30%
45VANGUARD MUN BD FDS92290774612,899$652,6900.30%
46ALPHABET INCGOOG4,187$631,9440.29%
47VANGUARD INTL EQUITY INDEX F9220428749,051$609,4950.28%
48HOME DEPOT INCHD1,434$550,0830.25%
49ISHARES TR4642881827,536$510,5640.23%
50VANGUARD BD INDEX FDS9219378276,543$501,6520.23%
51VANGUARD INDEX FDS9229087442,983$485,8120.22%
52SELECT SECTOR SPDR TR81369Y8032,273$473,3620.22%
53SPDR SER TR78464A47415,857$472,0630.22%
54PIMCO ETF TR72201R2059,041$465,6120.21%
55NVIDIA CORPORATIONNVDA508$459,0090.21%
56ISHARES TR4642881744,841$408,4840.19%
57VANGUARD WORLD FD92204A702688$360,7460.17%
58SPDR GOLD TRGLD1,686$346,8440.16%
59MERCK & CO INCMRK2,461$324,7290.15%
60ISHARES TR4642876551,504$316,2920.15%
61APPLE INCAAPL1,827$313,2940.14%
62ISHARES TR4642871682,072$255,2290.12%
63VANGUARD INTL EQUITY INDEX F9220428663,157$240,0270.11%
64ISHARES TR464287200449$236,0530.11%
65VANGUARD INDEX FDS9229087511,016$232,2480.11%
66COCA COLA COKO3,536$216,3330.10%
67INVESCO EXCHANGE TRADED FD TIVZ5,600$215,4320.10%
68VANGUARD WORLD FD92204A603871$212,6550.10%
69SPDR S&P MIDCAP 400 ETF TRMDY380$211,4320.10%
70THERMO FISHER SCIENTIFIC INCTMO358$208,0740.10%
71META PLATFORMS INCMETA421$204,4300.09%
72SPDR INDEX SHS FDS78463X5095,617$203,2800.09%
73SCHWAB STRATEGIC TR8085247893,029$200,7020.09%
74ISHARES TR4642873252,098$195,4290.09%
75SPDR SER TR78464A8881,720$191,9350.09%
76VANGUARD SCOTTSDALE FDS92206C8702,342$188,5550.09%
77ALPHABET INCGOOG1,200$182,7120.08%
78INTUITIVE SURGICAL INCISRG451$179,9900.08%
79VANGUARD SCOTTSDALE FDS92206C8472,830$167,6500.08%
80SPDR SER TR78464A8542,672$164,4090.08%
81ISHARES TR4642875721,828$163,4420.08%
82EXXON MOBIL CORPXOM1,403$163,0850.08%
83VANGUARD SCOTTSDALE FDS92206C4091,944$150,2910.07%
84VANGUARD BD INDEX FDS92203C3033,025$149,8890.07%
85CISCO SYS INCCSCO2,992$149,3310.07%
86ISHARES TR4642872343,601$147,9300.07%
87ADOBE INCADBE278$140,2790.06%
88VANGUARD INDEX FDS922908363290$139,4030.06%
89STARBUCKS CORPSBUX1,513$138,2740.06%
90ISHARES TR4642895292,565$129,3790.06%
91SCHWAB STRATEGIC TR8085247711,796$121,0330.06%
92INVESCO QQQ TRIVZ272$120,7710.06%
93GARMIN LTDGRMN790$117,6080.05%
94WALMART INCWMT1,946$117,0870.05%
95AMERIPRISE FINL INC03076C106261$114,4330.05%
96FLUOR CORP NEWFLR2,700$114,1560.05%
97VANGUARD INDEX FDS922908629430$107,4400.05%
98SCHWAB STRATEGIC TR8085247552,973$105,8690.05%
99ISHARES TR464287622363$104,5550.05%
100VANECK ETF TRUST92189H7712,090$102,8630.05%
101INVESCO EXCH TRADED FD TR IIIVZ4,735$96,8790.04%
102ISHARES INC4642862101,970$95,9110.04%
103SPDR SER TR78464A3914,660$95,5300.04%
104LOWES COS INC548661107371$94,5050.04%
105ISHARES S&P GSCI COMMODITY-ISMCF4,276$94,3290.04%
106SCHWAB STRATEGIC TR8085248541,905$93,4410.04%
107ISHARES TR4642873903,123$88,8190.04%
108BANK AMERICA CORP0605051042,319$87,9370.04%
109DANAHER CORPORATION235851102346$86,4040.04%
110HILTON WORLDWIDE HLDGS INCHLT387$82,5510.04%
111ISHARES TR464287226836$81,8780.04%
112MASTERCARD INCORPORATEDMA170$81,8670.04%
113ACCENTURE PLC IRELANDACN232$80,4140.04%
114SELECT SECTOR SPDR TR81369Y209543$80,2180.04%
115ISHARES TR464287176741$79,5910.04%
116ISHARES TR4642882401,407$75,1200.03%
117ISHARES TR464287465929$74,1900.03%
118SELECT SECTOR SPDR TR81369Y407402$73,9240.03%
119INVESCO EXCHANGE TRADED FD TIVZ426$72,1520.03%
120CHEVRON CORP NEWCVX453$71,4570.03%
121ISHARES INC4642867721,036$69,5260.03%
122SCHWAB STRATEGIC TR808524508850$69,2160.03%
123BOEING COBA-PA349$67,3540.03%
124INTERCONTINENTAL EXCHANGE IN45866F104480$65,9670.03%
125ROCKWELL AUTOMATION INCROK226$65,8410.03%
126ISHARES TR464287457782$63,9520.03%
127WISDOMTREE TRWT1,434$62,4660.03%
128SCHWAB STRATEGIC TR8085247302,236$62,0720.03%
129ISHARES TR46435U5561,802$61,8990.03%
130ISHARES TR46432F834910$61,7530.03%
131SALESFORCE INCCRM200$60,2360.03%
132VANGUARD SCOTTSDALE FDS92206C7061,020$59,7210.03%
133COSTCO WHSL CORP NEW22160K10581$59,3440.03%
134OMEROS CORPOMER17,048$58,8160.03%
135PROCTER AND GAMBLE CO742718109361$58,5730.03%
136SONOS INCSONO3,000$57,1800.03%
137WISDOMTREE TRWT748$56,9910.03%
138ISHARES TR464287705463$54,7690.03%
139SPDR SER TR78464A5162,439$54,2440.02%
140ISHARES INC4642866651,251$53,5560.02%
141ECOLAB INCECL231$53,3380.02%
142TJX COS INC NEW872540109511$51,8260.02%
143ASTRAZENECA PLCAZN713$48,3060.02%
144HONEYWELL INTL INC438516106226$46,3870.02%
145LOCKHEED MARTIN CORPLMT100$45,4870.02%
146ISHARES TR464287614130$43,8170.02%
147VANECK ETF TRUST92189F676185$41,6240.02%
148ISHARES INC46434G772835$40,6480.02%
149ISHARES TR464287309460$38,8430.02%
150JOHNSON & JOHNSONJNJ221$34,9600.02%
151MEDTRONIC PLCMDT400$34,8600.02%
152ORACLE CORPORCL-PD269$33,7900.02%
153INVESCO EXCH TRADED FD TR IIIVZ774$33,3680.02%
154ILLINOIS TOOL WKS INC452308109124$33,2730.02%
155ISHARES INC46434G822464$33,1070.02%
156ISHARES TR464287564570$32,8890.02%
157ISHARES TR464287499388$32,6270.02%
158ISHARES TR464288414296$31,8500.01%
159ISHARES INC464286715838$30,1180.01%
160SCHWAB STRATEGIC TR808524722587$29,7440.01%
161ISHARES INC464286608577$29,4620.01%
162COMCAST CORP NEWCCZ676$29,3050.01%
163ISHARES TR46428768996$28,8080.01%
164ISHARES TR464287671245$28,7170.01%
165INVESCO EXCHANGE TRADED FD TIVZ424$28,2260.01%
166RTX CORPORATIONRTX280$27,3090.01%
167ISHARES TR46434V6471,139$26,9720.01%
168ISHARES INC464286749546$25,9900.01%
169SCHWAB STRATEGIC TR8085246721,064$25,8130.01%
170ELI LILLY & COLLY33$25,6730.01%
171SPDR SER TR78464A6561,000$25,6200.01%
172ISHARES TR464288257232$25,5510.01%
173JPMORGAN CHASE & COVYLD127$25,4390.01%
174ARK ETF TR00214Q401300$24,9900.01%
175SELECT SECTOR SPDR TR81369Y605593$24,9780.01%
176ISHARES TR464288851226$24,1760.01%
177VANGUARD WORLD FD92204A207115$23,4770.01%
178PEPSICO INCPEP134$23,4520.01%
179VANGUARD WORLD FD921910733237$22,0870.01%
180ISHARES TR464287341513$22,0340.01%
181BECTON DICKINSON & COBDX89$22,0240.01%
182ISHARES INC464286400671$21,7540.01%
183VISA INCV76$21,2110.01%
184BROADCOM INCAVGO16$21,2070.01%
185ARCHER DANIELS MIDLAND COADM324$20,3510.01%
186INVESCO EXCHANGE TRADED FD TIVZ876$20,1920.01%
187ARK ETF TR00214Q104400$20,0320.01%
188ISHARES GOLD TRIAU460$19,3250.01%
189SPDR SER TR78464A490468$18,7110.01%
190MCDONALDS CORPMCD64$18,0450.01%
191SPDR INDEX SHS FDS78463X863683$17,8200.01%
192GENERAL MLS INC370334104253$17,7030.01%
193ISHARES TR464288661152$17,6040.01%
194ISHARES TR464287184708$17,0420.01%
195ISHARES TR464287275201$16,9130.01%
196WELLS FARGO CO NEW949746101288$16,6930.01%
197ISHARES TR464287804140$15,4730.01%
198DTE ENERGY CODTK128$14,3540.01%
199DISNEY WALT CO254687106114$13,9500.01%
200FIRST TR EXCHANGE-TRADED FD33733E30268$13,9470.01%
201ISHARES INC464286814275$13,6070.01%
202CONSTELLATION BRANDS INCSTZ50$13,5880.01%
203VANGUARD WORLD FD92204A80165$13,2880.01%
204ISHARES TR46429B507191$13,2450.01%
205FISERV INCFISV80$12,7860.01%
206ISHARES TR46429B598235$12,1240.01%
207ABBVIE INCABBV65$11,8370.01%
208NEXTERA ENERGY INCNEE-PW183$11,6960.01%
209ISHARES TR464287374255$11,4730.01%
210TEXAS INSTRS INC88250810464$11,1500.01%
211ISHARES TR46428710145$11,1340.01%
212ISHARES TR464288588119$10,9980.01%
213CATERPILLAR INCCAT30$10,9930.01%
214ISHARES TR464287382146$10,9470.01%
215ISHARES TR464288224766$10,7090.00%
216VERALTO CORPVLTO114$10,1080.00%
217SCHWAB STRATEGIC TR808524714203$9,8110.00%
218ISHARES INC464286764300$9,6510.00%
219INVESCO EXCHANGE TRADED FD TIVZ224$9,4670.00%
220ISHARES INC464286509242$9,2640.00%
221BHP GROUP LTDBHPLF160$9,2310.00%
222GOLDMAN SACHS ETF TRNVGLF290$9,0890.00%
223CHUBB LIMITEDCB35$9,0700.00%
224SPDR SER TR78464A334342$9,0160.00%
225WEYERHAEUSER CO MTN BEWY250$8,9780.00%
226ISHARES TR46428755663$8,6450.00%
227NUVEEN MUN VALUE FD INCNU975$8,4930.00%
228CARRIER GLOBAL CORPORATIONCARR145$8,4290.00%
229SPDR SER TR78464A375245$8,0100.00%
230JUNIPER NETWORKS INC48203R104203$7,5240.00%
231ISHARES INC464286806230$7,3030.00%
232SPDR SER TR78464A151248$7,2200.00%
233ISHARES TR46428724266$7,1890.00%
234OTIS WORLDWIDE CORPOTIS72$7,1480.00%
235ISHARES BITCOIN TRIBIT175$7,0830.00%
236CHARLES RIV LABS INTL INC15986410725$6,7740.00%
237ISHARES INC464286756169$6,7540.00%
238WORTHINGTON ENTERPRISES INCWOR108$6,7210.00%
239MONDELEZ INTL INC60920710596$6,7200.00%
240SPDR SER TR78464A40988$6,4380.00%
241SHELL PLCRYDAF96$6,4360.00%
242L3HARRIS TECHNOLOGIES INCLHX30$6,3930.00%
243FORD MTR CO DEL345370860470$6,2420.00%
244ISHARES INC46434G780336$6,1690.00%
245SPDR INDEX SHS FDS78463X772170$5,9760.00%
246APTIV PLCAPTV75$5,9740.00%
247ALASKA AIR GROUP INCALK128$5,5030.00%
248ISHARES TR464288646106$5,4360.00%
249PFIZER INCPFE194$5,3840.00%
250TRIMBLE INCTRMB65$4,1840.00%
251DT MIDSTREAM INCDTM64$3,9110.00%
252WORTHINGTON STL INC982104101108$3,8720.00%
253SELECT SECTOR SPDR TR81369Y86082$3,2420.00%
254ISHARES INC46428662454$3,1550.00%
255GENERAC HLDGS INCGNRC25$3,1540.00%
256ISHARES INC46428678072$2,8210.00%
257NORDSTROM INC655664100128$2,5950.00%
258SCHWAB STRATEGIC TR80852430026$2,4110.00%
259VANGUARD INDEX FDS92290851215$2,3390.00%
260PALANTIR TECHNOLOGIES INCPLTR100$2,3010.00%
261VANGUARD INDEX FDS92290861110$1,9190.00%
262ISHARES INC46434G83050$1,8860.00%
263APPLIED MATLS INC0382221059$1,8570.00%
264VERIZON COMMUNICATIONS INCVZ40$1,6790.00%
265TRAVELERS COMPANIES INCTRV7$1,6110.00%
266EATON CORP PLCETN5$1,5640.00%
267ISHARES TR46428828117$1,5250.00%
268SERVICENOW INCNOW2$1,5250.00%
269UNITEDHEALTH GROUP INCUNH3$1,4850.00%
270INTUITINTU2$1,3000.00%
271ISHARES INC46434G10324$1,2390.00%
272KRAFT HEINZ COKHC32$1,1810.00%
273WOODSIDE ENERGY GROUP LTDWOPEF58$1,1590.00%
274OREILLY AUTOMOTIVE INC67103H1071$1,1290.00%
275GOLDMAN SACHS ETF TRNVGLF11$1,1100.00%
276ISHARES TR46428867910$1,1060.00%
277SCHWAB STRATEGIC TR80852463119$9920.00%
278ISHARES TR46428750715$9120.00%
279WESTERN UN COWU64$8950.00%
280GOLDMAN SACHS ETF TRNVGLF20$8850.00%
281FERRARI N VRACE2$8720.00%
282GENERAL DYNAMICS CORPGD3$8480.00%
283ANALOG DEVICES INCADI4$7920.00%
284BIOMARIN PHARMACEUTICAL INCBMRN9$7870.00%
285INTERACTIVE BROKERS GROUP IN45841N1077$7820.00%
286EDWARDS LIFESCIENCES CORPEW8$7650.00%
287CITIGROUP INCC-PR12$7590.00%
288PARAMOUNT GLOBAL92556H20664$7540.00%
289CHENIERE ENERGY INCLNG4$6460.00%
290PROGRESSIVE CORP7433151033$6210.00%
291GLOBAL X FDS37950E29133$5740.00%
292J P MORGAN EXCHANGE TRADED F46641Q83711$5550.00%
293TESLA INCTSLA3$5280.00%
294AUTODESK INCADSK2$5210.00%
295T-MOBILE US INCTMUSZ3$4900.00%
296GARTNER INCIT1$4770.00%
297LINDE PLCLIN1$4650.00%
298HESS CORPHESM3$4580.00%
299AMERICAN TOWER CORP NEW03027X1002$3960.00%
300PIMCO ETF TR72201R8174$3850.00%
301ZOETIS INCZTS2$3390.00%
302VIATRIS INCVTRS24$2870.00%
303EPAM SYS INCEPAM1$2770.00%
304BLACKBERRY LTDBB100$2760.00%
305MOSAIC CO NEWMOS8$2600.00%
306EMBECTA CORPEMBC17$2260.00%
307PARAMOUNT GLOBAL92556H1078$1750.00%
308LAUDER ESTEE COS INC5184391041$1550.00%
309TERADATA CORP DELTDC3$1170.00%
310OCCIDENTAL PETE CORP6745991621$440.00%
311NCR ATLEOS CORPORATIONNATL1$200.00%
312NIO INCNIOIF4$180.00%
313SOUTHWEST AIRLS CO8447411080$60.00%
314LUMEN TECHNOLOGIES INCLUMN3$50.00%