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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

Mustard Seed Financial, LLC

Quarter ended Q1 2025 · Filed May 12, 2025 · Accession 0001172661-25-001695

Total Value
$124.3M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937827196,901$15.4M12.40%
2VANGUARD BD INDEX FDS921937819122,764$9.4M7.56%
3VANGUARD SCOTTSDALE FDS92206C409104,074$8.2M6.61%
4VANGUARD INDEX FDS92290873618,476$6.9M5.51%
5VANGUARD INDEX FDS92290874438,212$6.6M5.31%
6VANGUARD STAR FDS92190976884,285$5.2M4.21%
7DIMENSIONAL ETF TRUST25434V666151,728$4.6M3.73%
8DIMENSIONAL ETF TRUST25434V203127,453$4.0M3.20%
9WALMART INCWMT44,040$3.9M3.11%
10VANGUARD INDEX FDS92290851222,656$3.6M2.93%
11VANGUARD MUN BD FDS92290774667,837$3.4M2.71%
12NVIDIA CORPORATIONNVDA29,316$3.2M2.56%
13APPLE INCAAPL10,317$2.3M1.84%
14VANGUARD INDEX FDS9229085389,270$2.3M1.82%
15EXXON MOBIL CORPXOM18,644$2.2M1.78%
16VANGUARD INDEX FDS92290861110,828$2.0M1.62%
17PROCTER AND GAMBLE CO74271810911,568$2.0M1.59%
18ELI LILLY & COLLY2,299$1.9M1.53%
19DIMENSIONAL ETF TRUST25434V30269,383$1.8M1.45%
20VANGUARD INDEX FDS9229085956,288$1.6M1.27%
21VANGUARD INDEX FDS9229086375,946$1.5M1.23%
22VANGUARD INDEX FDS9229086295,626$1.5M1.17%
23ABBVIE INCABBV6,057$1.3M1.02%
24VANGUARD MALVERN FDS92202080525,032$1.2M1.00%
25VANGUARD INDEX FDS9229083632,418$1.2M1.00%
26DIMENSIONAL ETF TRUST25434V81540,112$1.1M0.91%
27ARK 21SHARES BITCOIN ETFARKB13,309$1.1M0.88%
28FIDELITY WISE ORIGIN BITCOINFBTC15,198$1.1M0.88%
29VANGUARD INDEX FDS9229087514,315$956,7850.77%
30VANGUARD INDEX FDS92290855310,267$929,5520.75%
31DIMENSIONAL ETF TRUST25434V72422,216$915,5200.74%
32DIMENSIONAL ETF TRUST25434V40113,782$833,5620.67%
33CADENCE BANK12740C10327,393$831,6500.67%
34MICROSOFT CORPMSFT2,181$818,7260.66%
35VANGUARD INTL EQUITY INDEX F92204285817,189$777,9820.63%
36DIMENSIONAL ETF TRUST25434V80718,620$732,8960.59%
37SIMMONS 1ST NATL CORP82873020034,402$706,2740.57%
38VANGUARD INTL EQUITY INDEX F9220427425,803$672,8090.54%
39ABBOTT LABSABLZF4,955$657,3340.53%
40PEPSICO INCPEP4,346$651,6400.52%
41SPDR SER TR78464A47420,803$626,1610.50%
42DIMENSIONAL ETF TRUST25434V79919,798$549,7910.44%
43VANGUARD TAX-MANAGED FDS92194385810,507$534,0700.43%
44CATERPILLAR INCCAT1,592$525,0830.42%
45MURPHY OIL CORPMUR17,861$507,2500.41%
46CHEVRON CORP NEWCVX2,862$478,7840.39%
47ORACLE CORPORCL-PD3,415$477,5020.38%
48MURPHY USA INCMUSA1,015$476,8580.38%
49AMAZON COM INCAMZN2,496$474,8690.38%
50DIMENSIONAL ETF TRUST25434V6177,443$456,1080.37%
51BANK OZK LITTLE ROCK ARKOZKAP10,465$454,6910.37%
52VANGUARD BD INDEX FDS9219378356,168$453,0610.36%
53VANGUARD WHITEHALL FDS9219464063,378$435,6410.35%
54NETFLIX INCNFLX457$426,1670.34%
55JPMORGAN CHASE & CO.VYLD1,689$414,2620.33%
56INVESCO EXCHANGE TRADED FD TIVZ2,348$406,7450.33%
57VANGUARD WORLD FD92204A702659$357,4790.29%
58SPDR SER TR78464A5086,948$354,8590.29%
59UNITEDHEALTH GROUP INCUNH675$353,5320.28%
60MICROSTRATEGY INCSTRK1,179$339,8710.27%
61META PLATFORMS INCMETA583$336,0710.27%
62VANGUARD WORLD FD92204A4052,800$334,5160.27%
63ALPHABET INCGOOG2,060$318,5590.26%
64DIMENSIONAL ETF TRUST25434V73211,971$316,7530.25%
65DIMENSIONAL ETF TRUST25434V5005,024$300,2090.24%
66JOHNSON & JOHNSONJNJ1,771$293,6410.24%
67VANGUARD SCOTTSDALE FDS92206C8703,561$291,1480.23%
68TEXAS INSTRS INC8825081041,613$289,8570.23%
69SPDR S&P 500 ETF TRSPY504$281,9330.23%
70DIMENSIONAL ETF TRUST25434V6095,204$267,9790.22%
71ALPHABET INCGOOG1,580$246,9160.20%
72AT&T INCT-PC8,535$241,3710.19%
73AMERICAN EXPRESS COAXP863$232,1910.19%
74SPDR SER TR78464A4092,788$224,0860.18%
75ENTERGY CORP NEWENO2,562$219,0590.18%
76MANULIFE FINL CORP56501R1066,940$216,1810.17%
77VANGUARD SPECIALIZED FUNDS9219088441,113$215,9110.17%
78MCDONALDS CORPMCD651$203,3530.16%
79XYLEM INCXYL1,683$201,0570.16%
80STANDARD LITHIUM LTDSLI77,963$99,0140.08%
81CLEVELAND-CLIFFS INC NEWCLF11,453$94,1450.08%