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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 Q2 2025 · Filed July 17, 2025 · Accession 0001172661-25-002638

Total Value
$138.8M
Positions
86
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (86)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS921937827198,344$15.6M11.24%
2VANGUARD BD INDEX FDS921937819127,802$9.9M7.12%
3VANGUARD SCOTTSDALE FDS92206C409115,358$9.2M6.61%
4VANGUARD INDEX FDS92290873620,893$9.2M6.60%
5VANGUARD INDEX FDS92290874439,274$6.9M5.00%
6VANGUARD STAR FDS92190976883,289$5.8M4.15%
7DIMENSIONAL ETF TRUST25434V666169,182$5.2M3.78%
8DIMENSIONAL ETF TRUST25434V203141,602$4.9M3.53%
9NVIDIA CORPORATIONNVDA29,316$4.6M3.34%
10VANGUARD MUN BD FDS92290774692,970$4.6M3.28%
11WALMART INCWMT42,487$4.2M2.99%
12VANGUARD INDEX FDS92290851223,753$3.9M2.81%
13VANGUARD INDEX FDS92290853810,058$2.9M2.06%
14DIMENSIONAL ETF TRUST25434V30277,079$2.2M1.61%
15VANGUARD INDEX FDS92290861110,956$2.1M1.54%
16APPLE INCAAPL10,388$2.1M1.54%
17EXXON MOBIL CORPXOM18,646$2.0M1.45%
18VANGUARD INDEX FDS9229085957,115$2.0M1.42%
19PROCTER AND GAMBLE CO74271810911,572$1.8M1.33%
20ELI LILLY & COLLY2,301$1.8M1.29%
21VANGUARD INDEX FDS9229086375,950$1.7M1.22%
22VANGUARD INDEX FDS9229086295,620$1.6M1.13%
23FIDELITY WISE ORIGIN BITCOINFBTC15,346$1.4M1.04%
24ARK 21SHARES BITCOIN ETFARKB37,791$1.4M0.97%
25DIMENSIONAL ETF TRUST25434V81544,856$1.3M0.95%
26VANGUARD INDEX FDS9229083632,232$1.3M0.91%
27VANGUARD MALVERN FDS92202080524,226$1.2M0.88%
28VANGUARD INDEX FDS9229087514,789$1.1M0.82%
29ABBVIE INCABBV6,057$1.1M0.81%
30MICROSOFT CORPMSFT2,196$1.1M0.79%
31DIMENSIONAL ETF TRUST25434V72422,219$939,4270.68%
32DIMENSIONAL ETF TRUST25434V40113,783$923,7420.67%
33VANGUARD INDEX FDS92290855310,223$910,4850.66%
34CADENCE BANK12740C10327,409$876,5420.63%
35VANGUARD INTL EQUITY INDEX F92204285816,730$827,4490.60%
36DIMENSIONAL ETF TRUST25434V80718,672$799,7360.58%
37ORACLE CORPORCL-PD3,415$746,7010.54%
38VANGUARD INTL EQUITY INDEX F9220427425,805$746,0000.54%
39DIMENSIONAL ETF TRUST25434V61710,486$703,4010.51%
40ABBOTT LABSABLZF4,955$673,9850.49%
41SIMMONS 1ST NATL CORP82873020034,402$652,2620.47%
42SPDR SERIES TRUST78464A47421,548$650,5460.47%
43CATERPILLAR INCCAT1,592$618,0790.45%
44DIMENSIONAL ETF TRUST25434V79919,700$612,4730.44%
45NETFLIX INCNFLX457$611,9830.44%
46PEPSICO INCPEP4,384$578,8640.42%
47AMAZON COM INCAMZN2,496$547,5740.39%
48VANGUARD TAX-MANAGED FDS9219438589,357$533,4320.38%
49BANK OZK LITTLE ROCK ARKOZKAP10,509$494,5380.36%
50MURPHY OIL CORPMUR21,480$483,2980.35%
51JPMORGAN CHASE & CO.VYLD1,576$456,8390.33%
52VANGUARD WHITEHALL FDS9219464063,382$450,9190.32%
53MURPHY USA INCMUSA1,103$448,7010.32%
54VANGUARD BD INDEX FDS9219378355,974$439,9030.32%
55META PLATFORMS INCMETA583$430,3750.31%
56INVESCO EXCHANGE TRADED FD TIVZ2,348$426,7260.31%
57CHEVRON CORP NEWCVX2,887$413,3900.30%
58VANGUARD WORLD FD92204A702621$412,0010.30%
59SPDR SERIES TRUST78464A5087,009$366,8310.26%
60ALPHABET INCGOOG2,060$363,0340.26%
61VANGUARD WORLD FD92204A4052,800$356,4400.26%
62DIMENSIONAL ETF TRUST25434V73211,896$353,0740.25%
63DIMENSIONAL ETF TRUST25434V5005,267$335,5680.24%
64TEXAS INSTRS INC8825081041,613$334,8920.24%
65SPDR S&P 500 ETF TRSPY505$312,0150.22%
66VANGUARD SCOTTSDALE FDS92206C8703,561$295,2790.21%
67VANGUARD SPECIALIZED FUNDS9219088441,385$283,4680.20%
68SPDR SERIES TRUST78464A4092,970$283,1250.20%
69DIMENSIONAL ETF TRUST25434V6095,204$280,8340.20%
70ALPHABET INCGOOG1,581$280,3800.20%
71JOHNSON & JOHNSONJNJ1,815$277,2800.20%
72AMERICAN EXPRESS COAXP863$275,2800.20%
73MICROSTRATEGY INCSTRK652$263,5580.19%
74AT&T INCT-PC8,535$247,0170.18%
75INVESCO QQQ TRIVZ412$227,2760.16%
76VANGUARD INDEX FDS922908769736$223,6930.16%
77MANULIFE FINL CORP56501R1066,940$221,8030.16%
78XYLEM INCXYL1,688$218,3970.16%
79DIMENSIONAL ETF TRUST25434V6253,239$216,5290.16%
80SPDR INDEX SHS FDS78463X8895,319$215,3560.16%
81ENTERGY CORP NEWENO2,564$213,1300.15%
82UNITEDHEALTH GROUP INCUNH675$210,5800.15%
83GE AEROSPACE369604301789$203,0810.15%
84VALERO ENERGY CORPVLO1,500$201,6300.15%
85STANDARD LITHIUM LTDSLI78,063$153,0040.11%
86CLEVELAND-CLIFFS INC NEWCLF11,453$87,0440.06%