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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

Foster Group, Inc.

Quarter ended Q1 2025 · Filed April 11, 2025 · Accession 0001085146-25-002048

Total Value
$2.67B
Positions
224
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (224)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087691,274,391$350.3M13.11%
2VANGUARD INDEX FDS9229087441,179,490$203.7M7.63%
3VANGUARD BD INDEX FDS9219378352,101,364$154.3M5.78%
4VANGUARD TAX-MANAGED FDS9219438582,775,466$141.1M5.28%
5DIMENSIONAL ETF TRUST25434V8073,409,170$134.2M5.02%
6VANGUARD SCOTTSDALE FDS92206C7062,194,151$130.3M4.88%
7ISHARES TR46432F339674,001$115.2M4.31%
8DIMENSIONAL ETF TRUST25434V6663,411,049$104.3M3.90%
9DIMENSIONAL ETF TRUST25434V3023,606,350$93.4M3.49%
10DIMENSIONAL ETF TRUST25434V8312,036,741$67.5M2.53%
11DIMENSIONAL ETF TRUST25434V4011,019,063$61.6M2.31%
12ISHARES TR46432F396299,088$60.5M2.26%
13ISHARES TR464288414573,186$60.4M2.26%
14AMERICAN CENTY ETF TR025072877663,812$57.9M2.17%
15DIMENSIONAL ETF TRUST25434V7241,337,763$55.1M2.06%
16DIMENSIONAL ETF TRUST25434V8491,104,373$52.5M1.97%
17ISHARES TR46435G326729,956$50.3M1.88%
18ISHARES TR46428720079,103$44.4M1.66%
19AMERICAN CENTY ETF TR025072802617,393$43.1M1.61%
20ISHARES TR46434V878835,272$42.3M1.59%
21VANGUARD SCOTTSDALE FDS92206C102692,207$40.6M1.52%
22VANGUARD MUN BD FDS922907746775,053$38.5M1.44%
23VANGUARD INDEX FDS922908611205,279$38.2M1.43%
24ISHARES TR46429B2671,645,060$37.8M1.42%
25DIMENSIONAL ETF TRUST25434V7651,241,429$33.4M1.25%
26APPLE INCAAPL144,750$32.2M1.20%
27ISHARES U S ETF TR46431W838519,693$26.1M0.98%
28ISHARES INC46434G103481,914$26.0M0.97%
29DIMENSIONAL ETF TRUST25434V500402,886$24.1M0.90%
30DIMENSIONAL ETF TRUST25434V609465,020$23.9M0.90%
31SPDR SER TR78468R721491,429$22.1M0.83%
32ISHARES TR46434V456476,272$18.9M0.71%
33INVESCO QQQ TRIVZ35,734$16.8M0.63%
34ISHARES TR46432F388139,030$14.8M0.55%
35BERKSHIRE HATHAWAY INC DELBRK-A17$13.6M0.51%
36ISHARES TR46435G409404,684$12.3M0.46%
37ISHARES TR46428765559,463$11.9M0.44%
38BERKSHIRE HATHAWAY INC DELBRK-A22,216$11.8M0.44%
39VANGUARD INTL EQUITY INDEX F92204274296,073$11.1M0.42%
40VANGUARD INTL EQUITY INDEX F922042858216,135$9.8M0.37%
41SPDR DOW JONES INDL AVERAGE78467X10917,480$7.3M0.27%
42AMERICAN EXPRESS COAXP26,134$7.0M0.26%
43VANGUARD SCOTTSDALE FDS92206C66482,690$6.7M0.25%
44OVINTIV INCOVV154,717$6.6M0.25%
45SPDR SER TR78468R739125,859$6.0M0.22%
46PALANTIR TECHNOLOGIES INCPLTR65,368$5.5M0.21%
47META PLATFORMS INCMETA8,575$4.9M0.18%
48MICROSOFT CORPMSFT11,924$4.5M0.17%
49DEERE & CODE9,009$4.2M0.16%
50ALPHABET INCGOOG25,578$4.0M0.15%
51AMAZON COM INCAMZN18,639$3.5M0.13%
52SCHWAB STRATEGIC TR808524805178,508$3.5M0.13%
53NVIDIA CORPORATIONNVDA29,167$3.2M0.12%
54ISHARES TR46429B69733,687$3.2M0.12%
55CASEYS GEN STORES INC1475281037,153$3.1M0.12%
56VANGUARD BD INDEX FDS92193782738,590$3.0M0.11%
57WELLS FARGO CO NEW94974610141,396$3.0M0.11%
58DELTA AIR LINES INC DELDAL65,779$2.9M0.11%
59MCDONALDS CORPMCD8,936$2.8M0.10%
60ISHARES TR46435G42520,309$2.5M0.09%
61SCHWAB STRATEGIC TR80852460796,848$2.3M0.08%
62VANGUARD SCOTTSDALE FDS92206C87026,837$2.2M0.08%
63CONOCOPHILLIPSCOP20,194$2.1M0.08%
64ISHARES TR46435U54944,126$2.1M0.08%
65SCHWAB STRATEGIC TR80852410296,349$2.1M0.08%
66EXXON MOBIL CORPXOM15,767$1.9M0.07%
67JPMORGAN CHASE & CO.VYLD7,372$1.8M0.07%
68WALMART INCWMT20,589$1.8M0.07%
69EATON CORP PLCETN6,541$1.8M0.07%
70ISHARES TR46434V61336,733$1.7M0.06%
71ABBVIE INCABBV7,901$1.7M0.06%
72TESLA INCTSLA6,226$1.6M0.06%
73SCHWAB STRATEGIC TR80852420169,738$1.5M0.06%
74PHILIP MORRIS INTL INC7181721099,652$1.5M0.06%
75ELI LILLY & COLLY1,848$1.5M0.06%
76SCHWAB STRATEGIC TR80852478961,003$1.4M0.05%
77PROCTER AND GAMBLE CO7427181097,245$1.2M0.05%
78FREEPORT-MCMORAN INCFCX32,329$1.2M0.05%
79ISHARES TR46429B68915,590$1.2M0.05%
80VANGUARD INDEX FDS9229083632,347$1.2M0.05%
81DIMENSIONAL ETF TRUST25434V87228,666$1.2M0.05%
82ISHARES TR46434V64748,206$1.2M0.04%
83VISA INCV3,236$1.1M0.04%
84SCHWAB STRATEGIC TR80852488831,435$1.1M0.04%
85S&P GLOBAL INCSPGI2,217$1.1M0.04%
86ORACLE CORPORCL-PD7,843$1.1M0.04%
87SCHWAB STRATEGIC TR80852470638,797$1.1M0.04%
88FEDEX CORPFDX4,385$1.1M0.04%
89PRINCIPAL FINANCIAL GROUP INPFG12,543$1.1M0.04%
90VANGUARD WORLD FD92204A8765,878$1.0M0.04%
91BROADCOM INCAVGO5,911$989,6520.04%
92HOME DEPOT INCHD2,672$979,1950.04%
93COSTCO WHSL CORP NEW22160K1051,014$959,4760.04%
94TRANE TECHNOLOGIES PLCTT2,833$954,4940.04%
95ABBOTT LABSABLZF7,179$952,3320.04%
96TAIWAN SEMICONDUCTOR MFG LTD8740391005,494$912,0040.03%
97MASTERCARD INCORPORATEDMA1,580$866,0800.03%
98MONDELEZ INTL INC60920710512,416$842,4150.03%
99VANGUARD INDEX FDS9229085539,238$836,3980.03%
100DIMENSIONAL ETF TRUST25434V61713,357$818,5090.03%
101ISHARES INC46428653313,697$799,1100.03%
102DIMENSIONAL ETF TRUST25434V85618,094$761,9570.03%
103PEPSICO INCPEP4,940$740,7640.03%
104VANGUARD INDEX FDS9229087361,983$735,4300.03%
105JOHNSON & JOHNSONJNJ4,416$732,3230.03%
106PFIZER INCPFE27,869$706,2130.03%
107ISHARES TR46428887711,715$690,4770.03%
108DISNEY WALT CO2546871066,870$678,0770.03%
109ISHARES TR4642876304,379$661,1610.02%
110SPDR S&P 500 ETF TRSPY1,155$646,1510.02%
111ALTRIA GROUP INCMO10,660$639,8350.02%
112OLD REP INTL CORP68022310416,098$631,3610.02%
113ISHARES TR4642886795,612$619,8490.02%
114CHEVRON CORP NEWCVX3,669$613,7130.02%
115NETFLIX INCNFLX658$613,6050.02%
116WEST BANCORPORATION INCWTBA30,767$613,4940.02%
117UNITEDHEALTH GROUP INCUNH1,150$602,1420.02%
118ISHARES TR46435G5167,276$594,3720.02%
119INTERNATIONAL BUSINESS MACHSINTR2,387$593,4870.02%
120SCHWAB STRATEGIC TR80852484726,799$576,4560.02%
121BOEING COBA-PA3,346$570,6600.02%
122ISHARES TR4642876891,712$543,8000.02%
123ISHARES INC46434G7649,690$533,8230.02%
124ISHARES TR46428723412,135$530,3000.02%
125SCHWAB STRATEGIC TR80852473016,491$507,9170.02%
126AT&T INCT-PC17,790$503,1040.02%
127CHUNGHWA TELECOM CO LTDCHT12,693$497,6930.02%
128SPDR GOLD TRGLD1,707$491,8550.02%
129CORTEVA INCCTVA7,810$491,4970.02%
130BANK AMERICA CORP06050510411,647$486,0500.02%
131DIMENSIONAL ETF TRUST25434V71613,308$476,5590.02%
132HERSHEY COHSY2,706$462,8060.02%
133GENERAL MLS INC3703341047,689$459,7250.02%
134COCA COLA COKO6,370$456,2270.02%
135LOWES COS INC5486611071,926$449,1300.02%
136CATERPILLAR INCCAT1,318$434,5610.02%
137ISHARES TR4642878044,136$432,5070.02%
138SAP SESAPGF1,602$430,0410.02%
139GE AEROSPACE3696043012,096$419,5490.02%
140AUTOMATIC DATA PROCESSING INADP1,346$411,3520.02%
141CISCO SYS INCCSCO6,654$410,6180.02%
142SPDR SER TR78464A7632,936$398,3560.01%
143VANGUARD WORLD FD9219107256,413$378,2190.01%
144LINDE PLCLIN812$378,1000.01%
145HONEYWELL INTL INC4385161061,745$369,4970.01%
146UNITED AIRLS HLDGS INCUNTCW5,244$362,0980.01%
147LENNOX INTL INC526107107642$360,0530.01%
148WASTE MGMT INC DEL94106L1091,544$357,3390.01%
149NOVARTIS AGNVSEF3,039$338,7880.01%
150ALPHABET INCGOOG2,160$337,5050.01%
151SPDR SER TR78464A8545,008$329,3290.01%
152STARBUCKS CORPSBUX3,314$325,1180.01%
153COLGATE PALMOLIVE COCL3,392$317,7920.01%
154SALESFORCE INCCRM1,173$314,8030.01%
155ISHARES TR46435U2183,284$314,6790.01%
156DUKE ENERGY CORP NEWDUKB2,502$305,2250.01%
157CANADIAN PACIFIC KANSAS CITYCP4,343$304,9220.01%
158UNITED MICROELECTRONICS CORPUMC42,071$300,8080.01%
159VANGUARD STAR FDS9219097684,825$299,6130.01%
160SHELL PLCRYDAF4,018$294,4390.01%
161RTX CORPORATIONRTX2,211$292,8480.01%
162MERCK & CO INCMRK3,245$291,2570.01%
163VANGUARD INTL EQUITY INDEX F9220426767,173$290,2000.01%
164BOSTON SCIENTIFIC CORPBSX2,842$286,7010.01%
165WIPRO LTDWIT92,849$284,1180.01%
166GOLDMAN SACHS GROUP INCGSCE513$280,1310.01%
167DIMENSIONAL ETF TRUST25434V7088,489$280,0520.01%
168HSBC HLDGS PLCHBCYF4,862$279,2250.01%
169WELLTOWER INCWELL1,803$276,2460.01%
170ISHARES TR46435U6637,172$275,4730.01%
171NIKE INCNKE4,326$274,6150.01%
172CHUBB LIMITEDCB874$263,9390.01%
173COMCAST CORP NEWCCZ7,136$263,3170.01%
174STRYKER CORPORATIONSYK699$260,2030.01%
175ISHARES TR4642881582,463$260,0930.01%
176ACCENTURE PLC IRELANDACN829$258,6810.01%
177BRISTOL-MYERS SQUIBB COCELG-RI4,210$256,7620.01%
178VERTEX PHARMACEUTICALS INCVRTX525$254,5310.01%
179VERIZON COMMUNICATIONS INCVZ5,603$254,1730.01%
180VANGUARD SCOTTSDALE FDS92206C4093,211$253,4570.01%
181UNION PAC CORPUNP1,061$250,7400.01%
182T-MOBILE US INCTMUSZ933$248,8400.01%
183AMGEN INCAMGN789$245,9240.01%
184WISDOMTREE TRWT6,876$245,3490.01%
185MITSUBISHI UFJ FINL GROUP IN60682210417,872$243,5950.01%
186INFOSYS LTDINFY13,312$242,9440.01%
187PAYCHEX INCPAYX1,565$241,4480.01%
188AFLAC INCAFL2,166$240,8580.01%
189US BANCORP DELUSB-PS5,688$240,1480.01%
190SOUTHERN COSOMN2,565$235,8520.01%
191ISHARES INC46434G8636,725$235,0420.01%
192ISHARES TR464287614651$234,9920.01%
193ALIBABA GROUP HLDG LTDBBAAY1,769$233,9150.01%
194UBER TECHNOLOGIES INCUBER3,201$233,2250.01%
195ASML HOLDING N VASMLF349$231,2580.01%
196WORKIVA INCWK3,042$230,9180.01%
197ROCKWELL AUTOMATION INCROK889$229,7000.01%
198NEXTERA ENERGY INCNEE-PW3,198$226,7060.01%
199KONINKLIJKE PHILIPS N VRYLPF8,868$225,2470.01%
200ISHARES TR4642881823,000$222,0000.01%
201FISERV INCFISV1,004$221,7130.01%
202TOYOTA MOTOR CORPTOYOF1,255$221,5450.01%
203WOORI FINL GROUP INC9810641086,611$220,6750.01%
204QUALCOMM INCQCOM1,432$220,0200.01%
205INGERSOLL RAND INCIR2,731$218,5620.01%
206HDFC BANK LTDHDB3,262$216,7270.01%
207NOVO-NORDISK A SNONOF3,110$215,9580.01%
208ALBEMARLE CORPALB-PA2,991$215,4120.01%
209PROGRESSIVE CORP743315103753$213,1070.01%
210TJX COS INC NEW8725401091,719$209,3450.01%
211DIMENSIONAL ETF TRUST25434V8238,806$209,3130.01%
212TEXAS INSTRS INC8825081041,161$208,6320.01%
213GALLAGHER ARTHUR J & CO363576109604$208,5250.01%
214BOOKING HOLDINGS INCBKNG45$207,3110.01%
215DIMENSIONAL ETF TRUST25434V6905,937$207,1420.01%
216DR REDDYS LABS LTD25613520314,838$195,7130.01%
217RIVIAN AUTOMOTIVE INCRIVN13,320$165,8340.01%
218VALE S AVALE13,767$137,3950.01%
219BANCO SANTANDER S.A.BCDRF15,598$104,5070.00%
220HIMAX TECHNOLOGIES INCHIMX13,246$97,3580.00%
221MIZUHO FINANCIAL GROUP INCMZHOF12,575$69,2880.00%
222ICL GROUP LTDICL10,428$58,5720.00%
223SAFE BULKERS INCSB-PC15,343$56,6160.00%
224LUCID GROUP INCLCID10,736$25,9810.00%