Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Mustard Seed Financial, LLC

Quarter ended Q4 2024 · Filed January 17, 2025 · Accession 0001172661-25-000252

Total Value
$123.1M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937827199,257$15.4M12.51%
2VANGUARD BD INDEX FDS921937819111,891$8.4M6.79%
3VANGUARD SCOTTSDALE FDS92206C40996,454$7.5M6.11%
4VANGUARD INDEX FDS92290873617,400$7.1M5.80%
5VANGUARD INDEX FDS92290874438,018$6.4M5.23%
6VANGUARD STAR FDS92190976883,173$4.9M3.98%
7DIMENSIONAL ETF TRUST25434V666141,900$4.3M3.46%
8WALMART INCWMT43,950$4.0M3.23%
9NVIDIA CORPORATIONNVDA29,097$3.9M3.17%
10VANGUARD INDEX FDS92290851222,398$3.6M2.94%
11DIMENSIONAL ETF TRUST25434V203121,734$3.6M2.89%
12VANGUARD MUN BD FDS92290774658,794$2.9M2.39%
13APPLE INCAAPL10,317$2.6M2.10%
14VANGUARD INDEX FDS9229085389,046$2.3M1.87%
15VANGUARD INDEX FDS92290861110,612$2.1M1.71%
16EXXON MOBIL CORPXOM18,639$2.0M1.63%
17PROCTER AND GAMBLE CO74271810911,913$2.0M1.62%
18ELI LILLY & COLLY2,297$1.8M1.44%
19DIMENSIONAL ETF TRUST25434V30267,179$1.7M1.38%
20VANGUARD INDEX FDS9229085955,954$1.7M1.35%
21VANGUARD INDEX FDS9229086375,927$1.6M1.30%
22VANGUARD INDEX FDS9229086295,398$1.4M1.16%
23VANGUARD INDEX FDS9229083632,377$1.3M1.04%
24FIDELITY WISE ORIGIN BITCOINFBTC15,197$1.2M1.01%
25ARK 21SHARES BITCOIN ETFARKB13,183$1.2M1.00%
26VANGUARD MALVERN FDS92202080525,027$1.2M0.98%
27DIMENSIONAL ETF TRUST25434V81538,042$1.2M0.95%
28ABBVIE INCABBV6,057$1.1M0.87%
29CADENCE BANK12740C10328,468$980,7160.80%
30VANGUARD INDEX FDS9229087513,831$920,4540.75%
31MICROSOFT CORPMSFT2,181$919,2920.75%
32DIMENSIONAL ETF TRUST25434V72422,213$908,9660.74%
33VANGUARD INDEX FDS92290855310,199$908,5660.74%
34DIMENSIONAL ETF TRUST25434V40113,814$880,6370.72%
35VANGUARD INTL EQUITY INDEX F92204285817,123$754,1090.61%
36SIMMONS 1ST NATL CORP82873020033,746$748,4870.61%
37PEPSICO INCPEP4,646$706,4710.57%
38DIMENSIONAL ETF TRUST25434V80719,598$695,3490.56%
39VANGUARD INTL EQUITY INDEX F9220427425,694$668,9600.54%
40ORACLE CORPORCL-PD3,781$630,1000.51%
41SPDR SER TR78464A47420,494$611,9580.50%
42CATERPILLAR INCCAT1,592$577,5590.47%
43DIMENSIONAL ETF TRUST25434V79921,859$564,9460.46%
44MURPHY USA INCMUSA1,123$563,6350.46%
45ABBOTT LABSABLZF4,955$560,5060.46%
46CHEVRON CORP NEWCVX3,862$559,3730.45%
47AMAZON COM INCAMZN2,496$547,5740.44%
48MURPHY OIL CORPMUR17,361$525,3450.43%
49VANGUARD TAX-MANAGED FDS9219438589,859$471,4760.38%
50BANK OZK LITTLE ROCK ARKOZKAP10,461$465,8230.38%
51VANGUARD BD INDEX FDS9219378356,444$463,4120.38%
52NETFLIX INCNFLX507$451,9000.37%
53VANGUARD WHITEHALL FDS9219464063,374$430,4580.35%
54INVESCO EXCHANGE TRADED FD TIVZ2,348$411,4410.33%
55JPMORGAN CHASE & CO.VYLD1,689$404,8210.33%
56ALPHABET INCGOOG2,060$389,9580.32%
57VANGUARD WORLD FD92204A702611$379,9540.31%
58VALERO ENERGY CORPVLO2,995$367,1580.30%
59SPDR SER TR78464A5086,914$353,6020.29%
60MICROSTRATEGY INCSTRK1,179$341,4620.28%
61UNITEDHEALTH GROUP INCUNH675$341,4560.28%
62META PLATFORMS INCMETA583$341,4060.28%
63VANGUARD WORLD FD92204A4052,800$330,5960.27%
64DIMENSIONAL ETF TRUST25434V5005,018$326,5880.27%
65DIMENSIONAL ETF TRUST25434V6175,218$325,9170.26%
66DIMENSIONAL ETF TRUST25434V73212,367$323,8920.26%
67TEXAS INSTRS INC8825081041,613$302,4540.25%
68ALPHABET INCGOOG1,580$300,9610.24%
69SPDR S&P 500 ETF TRSPY504$295,3850.24%
70DIMENSIONAL ETF TRUST25434V6095,204$289,6820.24%
71VANGUARD SCOTTSDALE FDS92206C8703,546$284,6380.23%
72AMERICAN EXPRESS COAXP863$256,1300.21%
73JOHNSON & JOHNSONJNJ1,769$255,8040.21%
74SPDR SER TR78464A4092,659$233,7360.19%
75HUNT J B TRANS SVCS INC4456581071,285$219,2990.18%
76VANGUARD SPECIALIZED FUNDS9219088441,111$217,6410.18%
77MANULIFE FINL CORP56501R1066,940$213,1280.17%
78ROSS STORES INCROST1,400$211,7780.17%
79INVESCO QQQ TRIVZ412$210,6270.17%
80STANDARD LITHIUM LTDSLI88,428$129,1050.10%
81CLEVELAND-CLIFFS INC NEWCLF11,453$107,6600.09%