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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

Bridgewater Advisors Inc.

Quarter ended Q4 2024 · Filed January 16, 2025 · Accession 0001085146-25-000275

Total Value
$958.0M
Positions
129
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (129)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q8371,922,583$97.0M10.12%
2AMERICAN CENTY ETF TR025072349987,096$66.9M6.99%
3AMERICAN CENTY ETF TR025072885512,944$49.9M5.20%
4VANGUARD SCOTTSDALE FDS92206C870600,839$47.6M4.97%
5VANGUARD INDEX FDS922908769162,029$46.7M4.88%
6APPLE INCAAPL188,992$44.1M4.60%
7DIMENSIONAL ETF TRUST25434V7991,554,943$39.9M4.16%
8SPDR S&P 500 ETF TRSPY63,531$37.0M3.86%
9INVESCO QQQ TRIVZ58,494$29.5M3.08%
10DIMENSIONAL ETF TRUST25434V7651,157,040$29.1M3.04%
11MICROSOFT CORPMSFT67,695$28.1M2.94%
12J P MORGAN EXCHANGE TRADED F46641Q654490,652$24.9M2.60%
13SPDR DOW JONES INDL AVERAGE78467X10953,171$22.6M2.36%
14AMERICAN CENTY ETF TR025072703340,063$20.7M2.16%
15DIMENSIONAL ETF TRUST25434V831576,469$19.4M2.03%
16DIMENSIONAL ETF TRUST25434V203627,252$18.2M1.90%
17NVIDIA CORPORATIONNVDA122,774$16.2M1.69%
18META PLATFORMS INCMETA26,190$15.6M1.62%
19AMAZON COM INCAMZN65,557$14.3M1.49%
20MARRIOTT INTL INC NEW57190320249,960$13.8M1.44%
21ALPHABET INCGOOG71,589$13.6M1.42%
22DIMENSIONAL ETF TRUST25434V823517,358$11.8M1.23%
23DIMENSIONAL ETF TRUST25434V724256,938$10.7M1.12%
24JPMORGAN CHASE & CO.VYLD42,406$10.5M1.10%
25VANGUARD INTL EQUITY INDEX F92204274289,798$10.5M1.09%
26VANGUARD INDEX FDS92290836318,129$9.7M1.01%
27DIMENSIONAL ETF TRUST25434V500146,949$9.6M1.00%
28DIMENSIONAL ETF TRUST25434V302341,062$8.5M0.89%
29AON PLCAON21,678$7.9M0.82%
30BERKSHIRE HATHAWAY INC DELBRK-A16,614$7.5M0.78%
31ALPHABET INCGOOG38,399$7.3M0.77%
32DIMENSIONAL ETF TRUST25434V708206,535$7.2M0.75%
33VANGUARD SPECIALIZED FUNDS92190884436,191$7.1M0.74%
34MASTERCARD INCORPORATEDMA13,721$7.0M0.73%
35VISA INCV19,312$6.0M0.62%
36AMERICAN CENTY ETF TR025072604101,231$5.8M0.61%
37EXXON MOBIL CORPXOM46,603$5.1M0.53%
38COLGATE PALMOLIVE COCL56,990$5.0M0.52%
39MUELLER INDS INC62475610252,750$4.3M0.44%
40DIMENSIONAL ETF TRUST25434V40165,384$4.2M0.43%
41TAIWAN SEMICONDUCTOR MFG LTD87403910018,501$3.7M0.39%
42BROADCOM INCAVGO15,332$3.4M0.36%
43JOHNSON & JOHNSONJNJ22,293$3.2M0.34%
44DISNEY WALT CO25468710629,358$3.2M0.33%
45ISHARES TR46428746540,635$3.1M0.32%
46PROCTER AND GAMBLE CO74271810918,963$3.0M0.32%
47MR COOPER GROUP INC62482R10731,116$3.0M0.31%
48CARDINAL HEALTH INCCAH23,810$3.0M0.31%
49BLACKSTONE INCBX16,127$2.7M0.29%
50DIMENSIONAL ETF TRUST25434V732101,417$2.6M0.27%
51SPDR GOLD TRGLD10,267$2.5M0.26%
52ISHARES TR46428863849,799$2.5M0.26%
53CISCO SYS INCCSCO42,395$2.5M0.26%
54KAYNE ANDERSON ENERGY INFRST486606106191,283$2.5M0.26%
55QUALCOMM INCQCOM15,335$2.4M0.26%
56WORLD GOLD TRGLDW46,001$2.4M0.25%
57MERCK & CO INCMRK23,813$2.4M0.25%
58DXC TECHNOLOGY CODXC116,742$2.3M0.24%
59T-MOBILE US INCTMUSZ10,255$2.2M0.23%
60INTERNATIONAL BUSINESS MACHSINTR10,041$2.2M0.23%
61DIMENSIONAL ETF TRUST25434V60937,875$2.1M0.22%
62CBOE GLOBAL MKTS INC12503M10810,857$2.1M0.22%
63FVCBANKCORP INCFVCB167,425$2.0M0.21%
64BANK AMERICA CORP06050510442,580$1.9M0.20%
65DT MIDSTREAM INCDTM17,092$1.9M0.19%
66WALMART INCWMT20,054$1.8M0.19%
67PFIZER INCPFE65,899$1.7M0.18%
68DELL TECHNOLOGIES INCDELL15,665$1.7M0.18%
69ESSENTIAL UTILS INC29670G10247,334$1.6M0.17%
70AMERICAN INTL GROUP INC02687478421,906$1.6M0.17%
71TD SYNNEX CORPORATIONSNX11,522$1.6M0.16%
72PERFORMANCE FOOD GROUP COPFGC17,944$1.5M0.16%
73GRAPHIC PACKAGING HLDG COGPK52,266$1.4M0.15%
74ABBOTT LABSABLZF11,627$1.3M0.14%
75INVESCO EXCHANGE TRADED FD TIVZ11,607$1.3M0.13%
76THE TRADE DESK INC88339J10510,326$1.2M0.13%
77VANGUARD TAX-MANAGED FDS92194385824,806$1.2M0.12%
78NOVARTIS AGNVSEF11,333$1.1M0.12%
79SPDR SER TR78468R79622,254$1.1M0.11%
80CSX CORPCSX32,932$1.1M0.11%
81DEXCOM INCDXCM13,017$1.0M0.11%
82UNILEVER PLCUNLYF18,781$1.0M0.11%
83ASPEN AEROGELS INCASPN82,352$1.0M0.11%
84ENERGY TRANSFER L PET-PI51,285$1.0M0.11%
85NEXTERA ENERGY INCNEE-PW14,939$1.0M0.11%
86DIMENSIONAL ETF TRUST25434V71626,761$1.0M0.11%
87NOVO-NORDISK A SNONOF12,392$1.0M0.11%
88COCA COLA COKO15,163$940,7390.10%
89VANGUARD INTL EQUITY INDEX F92204287414,776$936,2070.10%
90INVESCO EXCHANGE TRADED FD TIVZ22,000$926,6400.10%
91US BANCORP DELUSB-PS18,695$917,1770.10%
92SCHWAB STRATEGIC TR80852480546,144$851,3610.09%
93SCHWAB STRATEGIC TR80852410236,585$826,0870.09%
94ISHARES TR46428723419,913$821,8100.09%
95CONAGRA BRANDS INCCAG29,226$761,3370.08%
96SCHWAB STRATEGIC TR80852420132,214$744,1540.08%
97ICICI BANK LIMITEDIBN26,013$739,8100.08%
98AT&T INCT-PC32,176$701,4360.07%
99INFOSYS LTDINFY30,608$688,9860.07%
100ISHARES TR46428786113,000$675,3500.07%
101ISHARES TR46429B49929,055$668,5760.07%
102ISHARES INC46428675617,685$665,4870.07%
103ISHARES INC46428674914,330$663,9090.07%
104WIPRO LTDWIT190,996$649,3860.07%
105COMCAST CORP NEWCCZ17,509$636,9760.07%
106VERIZON COMMUNICATIONS INCVZ15,987$611,9660.06%
107SPDR INDEX SHS FDS78470E10614,650$579,5390.06%
108VANGUARD INTL EQUITY INDEX F92204285813,324$573,0580.06%
109TORONTO DOMINION BK ONTTORO10,381$567,8410.06%
110SONY GROUP CORPSNEJF26,337$523,5800.05%
111RELX PLCRLXXF11,225$517,2280.05%
112KINDER MORGAN INC DELEP-PC16,428$478,3830.05%
113SCHWAB STRATEGIC TR80852460718,458$476,5920.05%
114INTEL CORPINTC24,774$475,6570.05%
115DR REDDYS LABS LTD25613520331,093$474,4790.05%
116UBS GROUP AGUBS14,279$459,9270.05%
117TOAST INCTOST12,681$459,5590.05%
118PUTNAM MANAGED MUN INCOME TR74682310376,102$456,6120.05%
119UNITED MICROELECTRONICS CORPUMC71,077$447,7850.05%
120MITSUBISHI UFJ FINL GROUP IN60682210433,516$396,1590.04%
121BNY MELLON STRATEGIC MUN BD09662E10967,770$393,7440.04%
122WOORI FINL GROUP INC98106410811,863$379,7350.04%
123SUMITOMO MITSUI FINL GROUP I86562M20924,180$345,7740.04%
124BARCLAYS PLCBCLYF24,950$325,0990.03%
125MAMAS CREATIONS INC56146T10342,989$304,3620.03%
126GOLD FIELDS LTDGFIOF19,087$288,9770.03%
127UNITY SOFTWARE INCU13,053$286,6440.03%
128ASE TECHNOLOGY HLDG CO LTDASX25,308$256,8760.03%
129MIZUHO FINANCIAL GROUP INCMZHOF42,681$209,1370.02%