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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

Vista Wealth Management Group, LLC

Quarter ended Q3 2024 · Filed November 6, 2024 · Accession 0001765380-24-000403

Total Value
$1.51B
Positions
240
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (240)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V8316,737,103$229.5M15.23%
2DIMENSIONAL ETF TRUST25434V7656,048,287$167.5M11.12%
3AMERICAN CENTY ETF TR0250728851,442,769$137.3M9.11%
4DIMENSIONAL ETF TRUST25434V8232,949,846$75.6M5.02%
5AMERICAN CENTY ETF TR0250727031,070,814$71.8M4.76%
6NU HLDGS LTDNU4,819,355$65.8M4.37%
7CCC INTELLIGENT SOLUTIONS HLCCC5,780,925$63.9M4.24%
8DIMENSIONAL ETF TRUST25434V7081,688,997$57.9M3.84%
9AMERICAN CENTY ETF TR025072604889,348$57.5M3.81%
10DIMENSIONAL ETF TRUST25434V500722,632$46.9M3.11%
11DOORDASH INCDASH267,032$38.1M2.53%
12NVIDIA CORPORATIONNVDA249,843$30.3M2.01%
13APPLE INCAAPL123,989$28.9M1.92%
14DATADOG INCDDOG237,532$27.3M1.81%
15SNOWFLAKE INCSNOW233,272$26.8M1.78%
16DIMENSIONAL ETF TRUST25434V716522,743$19.4M1.29%
17DIMENSIONAL ETF TRUST25434V690523,842$18.7M1.24%
18DIMENSIONAL ETF TRUST25434V401280,530$17.4M1.16%
19DIMENSIONAL ETF TRUST25434V609293,508$16.3M1.08%
20VANGUARD INDEX FDS92290836326,747$14.1M0.94%
21UBER TECHNOLOGIES INCUBER185,687$14.0M0.93%
22PROCORE TECHNOLOGIES INCPCOR224,054$13.8M0.92%
23ALPHABET INCGOOG70,839$11.8M0.79%
24MANAGER DIRECTED PORTFOLIOS56170L6951,065,644$11.8M0.79%
25META PLATFORMS INCMETA17,517$10.0M0.67%
26DYNATRACE INCDT166,819$8.9M0.59%
27MICROSOFT CORPMSFT20,017$8.6M0.57%
28ISHARES TR46434V456189,708$7.9M0.52%
29SPDR S&P 500 ETF TRSPY12,836$7.4M0.49%
30DIMENSIONAL ETF TRUST25434V203215,993$6.9M0.46%
31DIMENSIONAL ETF TRUST25434V682187,166$6.6M0.44%
32ALPHABET INCGOOG37,260$6.2M0.41%
33VANGUARD INDEX FDS92290863722,179$5.8M0.39%
34DAYFORCE INC15677J10881,421$5.0M0.33%
35ALIBABA GROUP HLDG LTDBBAAY42,908$4.6M0.30%
36ISHARES TR46432F33924,058$4.3M0.29%
37AMAZON COM INCAMZN22,380$4.2M0.28%
38TESLA INCTSLA15,869$4.2M0.28%
39JPMORGAN CHASE & CO.VYLD18,806$4.0M0.26%
40VANGUARD INDEX FDS92290876913,578$3.8M0.26%
41RLX TECHNOLOGY INCRLX2,099,386$3.8M0.25%
42AIRBNB INCABNB27,702$3.5M0.23%
43VANGUARD STAR FDS92190976853,667$3.5M0.23%
44VANGUARD SCOTTSDALE FDS92206C66438,125$3.4M0.23%
45ISHARES TR46428765515,081$3.3M0.22%
46BERKSHIRE HATHAWAY INC DELBRK-A7,208$3.3M0.22%
47SERVICENOW INCNOW3,443$3.1M0.20%
48VANGUARD INTL EQUITY INDEX F92204274223,590$2.8M0.19%
49DIMENSIONAL ETF TRUST25434V80772,303$2.8M0.18%
50ROBLOX CORPRBLX59,775$2.6M0.18%
51LIGHTSPEED COMMERCE INCLSPD158,131$2.6M0.17%
52VANGUARD BD INDEX FDS92193781932,094$2.5M0.17%
53INVESCO EXCH TRADED FD TR IIIVZ33,096$2.4M0.16%
54CROWDSTRIKE HLDGS INCCRWD8,399$2.4M0.16%
55VANGUARD INDEX FDS92290855323,203$2.3M0.15%
56DIMENSIONAL ETF TRUST25434V30278,661$2.2M0.14%
57INVESCO QQQ TRIVZ4,360$2.1M0.14%
58WELLS FARGO CO NEW94974610137,008$2.1M0.14%
59MONGODB INCMDB7,292$2.0M0.13%
60LYFT INCLYFT153,669$2.0M0.13%
61DIMENSIONAL ETF TRUST25434V72445,905$1.9M0.13%
62VANGUARD INDEX FDS9229086297,133$1.9M0.12%
63JOHNSON & JOHNSONJNJ11,117$1.8M0.12%
64ISHARES TR4642875989,450$1.8M0.12%
65VANGUARD BD INDEX FDS92193782722,186$1.7M0.12%
66ISHARES TR46428716812,630$1.7M0.11%
67ISHARES TR4642876224,991$1.6M0.10%
68SCHWAB STRATEGIC TR80852420121,970$1.5M0.10%
69ADVANCED MICRO DEVICES INCAMD8,952$1.5M0.10%
70INTUITINTU2,207$1.4M0.09%
71AMERICAN EXPRESS COAXP4,944$1.3M0.09%
72VANGUARD INDEX FDS9229087515,648$1.3M0.09%
73WEAVE COMMUNICATIONS INCWEAV98,050$1.3M0.08%
74VANGUARD TAX-MANAGED FDS92194385821,720$1.1M0.08%
75TAIWAN SEMICONDUCTOR MFG LTD8740391006,514$1.1M0.08%
76ISHARES TR4642876142,934$1.1M0.07%
77MASTERCARD INCORPORATEDMA2,131$1.1M0.07%
78EA SERIES TRUST02072L5659,420$1.0M0.07%
79VISA INCV3,725$1.0M0.07%
80SPDR SER TR78464A7637,100$1.0M0.07%
81RTX CORPORATIONRTX8,101$981,5290.07%
82SPDR SER TR78468R66310,561$969,6050.06%
83VANGUARD INDEX FDS9229086525,311$966,5490.06%
84SPOTIFY TECHNOLOGY S ASPOT2,618$964,8120.06%
85ELI LILLY & COLLY1,080$956,8200.06%
86FIDELITY WISE ORIGIN BITCOINFBTC17,208$955,5600.06%
87HOME DEPOT INCHD2,320$939,9790.06%
88SPDR S&P MIDCAP 400 ETF TRMDY1,642$935,3820.06%
89PROCTER AND GAMBLE CO7427181095,322$921,7040.06%
90ISHARES TR4642872001,562$900,9930.06%
91COSTCO WHSL CORP NEW22160K1051,015$899,6190.06%
92ABBVIE INCABBV4,270$843,1900.06%
93TEXAS INSTRS INC8825081043,852$795,6510.05%
94SALESFORCE INCCRM2,891$791,2200.05%
95VANGUARD INTL EQUITY INDEX F92204285816,338$781,7690.05%
96ISHARES TR46432F8429,698$756,8960.05%
97SCHWAB STRATEGIC TR8085243007,092$738,8470.05%
98NIKE INCNKE8,339$737,1680.05%
99LOCKHEED MARTIN CORPLMT1,257$734,7920.05%
100MERCK & CO INCMRK6,449$732,3220.05%
101UNITEDHEALTH GROUP INCUNH1,229$718,8380.05%
102ISHARES TR46428835612,279$713,5330.05%
103NOVO-NORDISK A SNONOF5,948$708,2410.05%
104CHEVRON CORP NEWCVX4,774$703,0670.05%
105VANGUARD WORLD FD9219108162,062$663,8610.04%
106AFLAC INCAFL5,887$658,1670.04%
107WALMART INCWMT7,834$632,5920.04%
108WORLD GOLD TRGLDW12,000$625,5600.04%
109VERTEX PHARMACEUTICALS INCVRTX1,342$624,1190.04%
110NETFLIX INCNFLX860$609,6460.04%
111MARSH & MCLENNAN COS INC5717481022,721$607,0160.04%
112PEPSICO INCPEP3,493$593,9660.04%
113APPLIED MATLS INC0382221052,906$587,1890.04%
114SNAP INCSNAP53,828$575,9600.04%
115VANGUARD WORLD FD92204A702957$561,3590.04%
116PALANTIR TECHNOLOGIES INCPLTR15,064$560,3810.04%
117ISHARES TR4642871504,436$557,2500.04%
118COCA COLA COKO7,468$536,6850.04%
119ISHARES TR4642874996,045$532,8350.04%
120TWILIO INCTWLO7,806$509,1070.03%
121BROADCOM INCAVGO2,923$504,2870.03%
122ISHARES TR4642882737,346$497,3240.03%
123DANAHER CORPORATION2358511021,779$494,5890.03%
124ISHARES TR4642884144,511$490,0300.03%
125ISHARES TR4642878044,101$479,6530.03%
126ISHARES TR4642874814,000$469,1600.03%
127OREILLY AUTOMOTIVE INC67103H107407$468,7010.03%
128EXXON MOBIL CORPXOM3,974$465,8320.03%
129VANGUARD INDEX FDS9229087361,209$464,2730.03%
130ELEVANCE HEALTH INCELV892$463,9290.03%
131WORKDAY INCWDAY1,892$462,4630.03%
132MAPLEBEAR INCCART11,191$455,9210.03%
133SAMSARA INCIOT9,191$442,2710.03%
134ABBOTT LABSABLZF3,878$442,1030.03%
135ISHARES TR4642872349,449$433,3310.03%
136ACCENTURE PLC IRELANDACN1,216$429,6620.03%
137FISERV INCFISV2,370$425,7710.03%
138ISHARES TR46435G5164,935$415,3790.03%
139MCKESSON CORPMCK797$394,0240.03%
140SCHWAB STRATEGIC TR8085248059,447$388,4740.03%
141BROADRIDGE FINL SOLUTIONS IN11133T1031,792$385,3340.03%
142CISCO SYS INCCSCO7,236$385,0960.03%
143ADOBE INCADBE739$382,5000.03%
144NUSHARES ETF TRNU8,824$378,0200.03%
145TJX COS INC NEW8725401093,206$376,8250.03%
146PINTEREST INCPINS11,621$376,1720.02%
147ZOOM VIDEO COMMUNICATIONS INZM5,380$375,2010.02%
148GRAINGER W W INC384802104354$367,7390.02%
149SCHWAB STRATEGIC TR8085247715,061$363,1580.02%
150MSA SAFETY INCMNESP2,042$362,1280.02%
151SCHWAB STRATEGIC TR8085247636,066$361,3710.02%
152BOEING COBA-PA2,375$361,0950.02%
153WILLIAMS SONOMA INCWSM2,307$357,4000.02%
154SCHWAB STRATEGIC TR8085246076,870$353,8050.02%
155AMGEN INCAMGN1,084$349,3980.02%
156BANCO SANTANDER S.A.BCDRF67,518$344,3420.02%
157ASML HOLDING N VASMLF410$341,6330.02%
158SPDR SER TR78468R8537,184$326,9440.02%
159COLGATE PALMOLIVE COCL3,141$326,0340.02%
160DR REDDYS LABS LTD2561352034,086$324,6330.02%
161NOVARTIS AGNVSEF2,807$322,8610.02%
162ISHARES TR4642876712,393$315,6610.02%
163PROLOGIS INC.PLDGP2,498$315,4130.02%
164KB FINL GROUP INC48241A1055,097$314,7400.02%
165ANALOG DEVICES INCADI1,367$314,5310.02%
166MOODYS CORPMCO660$313,3960.02%
167PAYCHEX INCPAYX2,316$310,7850.02%
168QUALCOMM INCQCOM1,811$308,0240.02%
169CATERPILLAR INCCAT786$307,4200.02%
170BOSTON SCIENTIFIC CORPBSX3,617$303,0900.02%
171MICRON TECHNOLOGY INCMU2,917$302,5600.02%
172PALO ALTO NETWORKS INCPANW884$302,1270.02%
173INTERNATIONAL BUSINESS MACHSINTR1,307$289,0400.02%
174VANGUARD INDEX FDS9229087441,637$285,7710.02%
175INFOSYS LTDINFY12,694$282,6950.02%
176S&P GLOBAL INCSPGI545$281,7370.02%
177VANGUARD SPECIALIZED FUNDS9219088441,402$277,6800.02%
178BANK AMERICA CORP0605051046,992$277,4380.02%
179ORACLE CORPORCL-PD1,622$276,4140.02%
180STRYKER CORPORATIONSYK760$274,5330.02%
181THE CIGNA GROUP125523100788$272,8940.02%
182ISHARES TR4642875074,370$272,3380.02%
183HP INCHPQ7,577$271,7980.02%
184TARGET CORPTGT1,715$267,2570.02%
185SCHWAB STRATEGIC TR8085247973,127$264,3560.02%
186HONEYWELL INTL INC4385161061,269$262,3150.02%
187ISHARES TR4642872262,589$262,1880.02%
188TAKE-TWO INTERACTIVE SOFTWARTTWO1,689$259,6160.02%
189INVESCO EXCHANGE TRADED FD TIVZ1,440$257,9900.02%
190AMERIPRISE FINL INC03076C106534$250,7050.02%
191MCDONALDS CORPMCD816$248,5650.02%
192STATE STR CORPSTT-PG2,800$247,7160.02%
193INVESCO EXCHANGE TRADED FD TIVZ6,070$246,6240.02%
194AMERICAN WTR WKS CO INC NEW0304201031,674$244,8060.02%
195BHP GROUP LTDBHPLF3,908$242,7260.02%
196VANGUARD INDEX FDS9229086111,209$242,7030.02%
197PHILLIPS 66PSX1,832$240,8160.02%
198UNITED RENTALS INCURI295$238,9030.02%
199HUBBELL INCHUBB547$234,3070.02%
200UNION PAC CORPUNP947$233,4360.02%
201GE AEROSPACE3696043011,229$231,6740.02%
202VERIZON COMMUNICATIONS INCVZ5,147$231,1540.02%
203ISHARES TR4642875492,400$230,2560.02%
204VERISK ANALYTICS INCVRSK854$228,8380.02%
205J P MORGAN EXCHANGE TRADED F46654Q2034,090$224,6640.01%
206PARKER-HANNIFIN CORPPH355$224,2960.01%
207INTERCONTINENTAL EXCHANGE IN45866F1041,392$223,5570.01%
208VANGUARD WHITEHALL FDS9219464061,700$217,9400.01%
209ILLINOIS TOOL WKS INC452308109824$215,9460.01%
210BOOKING HOLDINGS INCBKNG51$213,5970.01%
211VERALTO CORPVLTO1,908$213,4290.01%
212VODAFONE GROUP PLC NEW92857W30821,148$211,9030.01%
213SCHWAB STRATEGIC TR8085244092,619$210,5260.01%
214BEST BUY INCBBY2,019$208,6130.01%
215ICICI BANK LIMITEDIBN6,984$208,4720.01%
216SPDR SER TR78464A8702,100$207,4800.01%
217WESCO INTL INC95082P1051,231$206,7830.01%
218GLOBAL X FDS37954Y48311,428$206,1610.01%
219BANK NOVA SCOTIA HALIFAX0641491073,759$204,8280.01%
220SPDR SER TR78468R2006,576$202,8700.01%
221ROSS STORES INCROST1,346$202,6150.01%
222SHELL PLCRYDAF3,069$202,4010.01%
223INTEL CORPINTC8,599$201,7250.01%
224UIPATH INCPATH12,221$156,4290.01%
225NERDWALLET INCNRDS11,681$148,4660.01%
226VIATRIS INCVTRS11,968$138,9430.01%
227NOKIA CORPNOKBF29,820$130,3130.01%
228MITSUBISHI UFJ FINL GROUP IN60682210412,172$123,9110.01%
229SKILLZ INCSKLZ18,714$105,1730.01%
230PIEDMONT OFFICE REALTY TR INPDM10,134$102,3530.01%
231HEALTH CATALYST INCHCAT12,477$101,5630.01%
232NATWEST GROUP PLCRBSPF10,724$100,3770.01%
233AEGON LTDAEFC15,407$98,4510.01%
234FINVOLUTION GROUPFVGPY12,155$75,1180.00%
235NEKTAR THERAPEUTICSNKTR51,500$66,9500.00%
236MIZUHO FINANCIAL GROUP INCMZHOF14,105$58,9590.00%
237BLEND LABS INCBLND14,815$55,5560.00%
238ENEL CHILE S.A.ENIC12,923$36,0550.00%
239LYELL IMMUNOPHARMA INCLYEL20,869$28,7990.00%
240CIA ENERGETICA DE MINAS GERA20440960113,274$27,3440.00%