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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 Q4 2024 · Filed January 27, 2025 · Accession 0001765380-25-000013

Total Value
$1.55B
Positions
262
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (262)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V8316,907,324$233.4M15.05%
2DIMENSIONAL ETF TRUST25434V7656,336,492$159.9M10.31%
3AMERICAN CENTY ETF TR0250728851,567,202$151.9M9.79%
4AMERICAN CENTY ETF TR0250727031,179,332$72.4M4.67%
5DIMENSIONAL ETF TRUST25434V8233,021,489$70.3M4.53%
6CCC INTELLIGENT SOLUTIONS HLCCC5,530,573$64.9M4.18%
7DIMENSIONAL ETF TRUST25434V7081,670,455$57.8M3.72%
8AMERICAN CENTY ETF TR025072604960,483$56.5M3.64%
9DIMENSIONAL ETF TRUST25434V500750,961$48.9M3.15%
10NU HLDGS LTDNU4,683,097$48.5M3.13%
11DOORDASH INCDASH286,794$48.1M3.10%
12NVIDIA CORPORATIONNVDA255,584$34.3M2.21%
13DATADOG INCDDOG235,554$33.7M2.17%
14APPLE INCAAPL133,913$33.5M2.16%
15SNOWFLAKE INCSNOW210,808$32.6M2.10%
16DIMENSIONAL ETF TRUST25434V716575,789$21.8M1.41%
17DIMENSIONAL ETF TRUST25434V690584,847$19.2M1.24%
18DIMENSIONAL ETF TRUST25434V401280,530$17.9M1.15%
19PROCORE TECHNOLOGIES INCPCOR223,425$16.7M1.08%
20DIMENSIONAL ETF TRUST25434V609287,988$16.0M1.03%
21VANGUARD INDEX FDS92290836326,747$14.4M0.93%
22ALPHABET INCGOOG70,340$13.4M0.86%
23META PLATFORMS INCMETA20,407$11.9M0.77%
24UBER TECHNOLOGIES INCUBER185,701$11.2M0.72%
25MANAGER DIRECTED PORTFOLIOS56170L6951,060,883$10.7M0.69%
26DYNATRACE INCDT166,895$9.1M0.58%
27MICROSOFT CORPMSFT21,125$8.9M0.57%
28SPDR S&P 500 ETF TRSPY14,690$8.6M0.55%
29ALPHABET INCGOOG39,593$7.5M0.48%
30ISHARES TR46434V456189,015$7.0M0.45%
31DIMENSIONAL ETF TRUST25434V682206,360$6.8M0.44%
32DIMENSIONAL ETF TRUST25434V203213,776$6.2M0.40%
33TESLA INCTSLA15,341$6.2M0.40%
34DAYFORCE INC15677J10881,482$5.9M0.38%
35VANGUARD INDEX FDS92290863721,909$5.9M0.38%
36AMAZON COM INCAMZN26,829$5.9M0.38%
37JPMORGAN CHASE & CO.VYLD19,278$4.6M0.30%
38RLX TECHNOLOGY INCRLX2,061,263$4.5M0.29%
39VANGUARD INDEX FDS92290876913,697$4.0M0.26%
40ISHARES TR46432F33922,087$3.9M0.25%
41ALIBABA GROUP HLDG LTDBBAAY43,144$3.7M0.24%
42SERVICENOW INCNOW3,445$3.7M0.24%
43AIRBNB INCABNB26,964$3.5M0.23%
44ROBLOX CORPRBLX59,777$3.5M0.22%
45BERKSHIRE HATHAWAY INC DELBRK-A7,355$3.3M0.21%
46ISHARES TR46428765515,073$3.3M0.21%
47VANGUARD SCOTTSDALE FDS92206C66437,209$3.3M0.21%
48VANGUARD STAR FDS92190976853,612$3.2M0.20%
49WELLS FARGO CO NEW94974610142,982$3.0M0.19%
50VANGUARD ADMIRAL FDS INC9219325057,590$2.8M0.18%
51CROWDSTRIKE HLDGS INCCRWD7,586$2.6M0.17%
52AMERICAN EXPRESS COAXP8,717$2.6M0.17%
53DIMENSIONAL ETF TRUST25434V80772,082$2.6M0.16%
54INVESCO QQQ TRIVZ4,860$2.5M0.16%
55VANGUARD INTL EQUITY INDEX F92204274221,073$2.5M0.16%
56VANGUARD BD INDEX FDS92193781932,504$2.4M0.16%
57LIGHTSPEED COMMERCE INCLSPD158,131$2.4M0.16%
58INVESCO EXCH TRADED FD TR IIIVZ33,021$2.3M0.15%
59DIMENSIONAL ETF TRUST25434V30278,661$2.0M0.13%
60LYFT INCLYFT153,669$2.0M0.13%
61VANGUARD INDEX FDS92290855322,241$2.0M0.13%
62JOHNSON & JOHNSONJNJ13,233$1.9M0.12%
63DIMENSIONAL ETF TRUST25434V72443,515$1.8M0.11%
64ISHARES TR4642875989,447$1.7M0.11%
65VANGUARD BD INDEX FDS92193782722,541$1.7M0.11%
66VANGUARD INDEX FDS9229086296,438$1.7M0.11%
67MONGODB INCMDB7,295$1.7M0.11%
68ISHARES TR46428716812,630$1.7M0.11%
69ISHARES TR4642876224,991$1.6M0.10%
70SCHWAB STRATEGIC TR80852420166,352$1.5M0.10%
71TAIWAN SEMICONDUCTOR MFG LTD8740391007,364$1.5M0.09%
72FIDELITY WISE ORIGIN BITCOINFBTC17,208$1.4M0.09%
73INTUITINTU2,233$1.4M0.09%
74VANGUARD INDEX FDS9229087515,544$1.3M0.09%
75MASTERCARD INCORPORATEDMA2,429$1.3M0.08%
76VISA INCV4,029$1.3M0.08%
77PROCTER AND GAMBLE CO7427181097,211$1.2M0.08%
78ISHARES TR4642876142,934$1.2M0.08%
79SPOTIFY TECHNOLOGY S ASPOT2,616$1.2M0.08%
80PALANTIR TECHNOLOGIES INCPLTR15,054$1.1M0.07%
81NETFLIX INCNFLX1,268$1.1M0.07%
82ADVANCED MICRO DEVICES INCAMD8,964$1.1M0.07%
83EA SERIES TRUST02072L5659,420$1.0M0.07%
84VANGUARD TAX-MANAGED FDS92194385821,681$1.0M0.07%
85VANGUARD INDEX FDS9229086525,310$1.0M0.07%
86SALESFORCE INCCRM2,974$994,4020.06%
87HOME DEPOT INCHD2,525$982,1400.06%
88RTX CORPORATIONRTX8,401$972,1520.06%
89SPDR SER TR78464A7637,096$937,3820.06%
90SPDR S&P MIDCAP 400 ETF TRMDY1,642$935,2500.06%
91COSTCO WHSL CORP NEW22160K105970$888,5770.06%
92ELI LILLY & COLLY1,139$878,9520.06%
93COCA COLA COKO14,082$876,7320.06%
94ISHARES TR4642872001,475$868,3030.06%
95TWILIO INCTWLO7,712$833,4750.05%
96MERCK & CO INCMRK7,938$789,7200.05%
97SCHWAB STRATEGIC TR80852430027,806$774,9540.05%
98WALMART INCWMT8,518$769,6140.05%
99CHEVRON CORP NEWCVX5,200$753,1990.05%
100TEXAS INSTRS INC8825081043,979$746,0510.05%
101BROADCOM INCAVGO3,064$710,4160.05%
102VANGUARD WORLD FD9219108162,062$708,1110.05%
103SPDR SER TR78468R6637,695$703,5540.05%
104ISHARES TR46428835612,279$703,3410.05%
105VANGUARD INTL EQUITY INDEX F92204285815,291$673,4080.04%
106ISHARES TR46432F8429,540$670,4420.04%
107EXXON MOBIL CORPXOM5,947$639,7700.04%
108LOCKHEED MARTIN CORPLMT1,289$626,3770.04%
109WORLD GOLD TRGLDW12,000$623,8800.04%
110AFLAC INCAFL6,030$623,7430.04%
111NIKE INCNKE8,152$616,8390.04%
112UNITEDHEALTH GROUP INCUNH1,212$613,3540.04%
113MARSH & MCLENNAN COS INC5717481022,808$596,4360.04%
114SNAP INCSNAP54,139$583,0770.04%
115ISHARES TR4642871504,360$560,7830.04%
116VERTEX PHARMACEUTICALS INCVRTX1,347$542,4210.03%
117ISHARES TR4642874995,881$519,9090.03%
118ISHARES TR4642874814,000$507,0000.03%
119FISERV INCFISV2,435$500,1980.03%
120MAPLEBEAR INCCART12,019$497,8270.03%
121WORKDAY INCWDAY1,925$496,7490.03%
122VANGUARD INDEX FDS9229087361,209$496,3310.03%
123OREILLY AUTOMOTIVE INC67103H107417$494,4790.03%
124ABBVIE INCABBV2,769$492,0070.03%
125ABBOTT LABSABLZF4,262$482,0740.03%
126CISCO SYS INCCSCO8,071$477,7950.03%
127APPLIED MATLS INC0382221052,921$475,0680.03%
128ISHARES TR4642878044,101$472,5170.03%
129MCKESSON CORPMCK828$471,8520.03%
130ACCENTURE PLC IRELANDACN1,341$471,5820.03%
131ISHARES TR4642884144,329$461,2550.03%
132NOVO-NORDISK A SNONOF5,347$459,9490.03%
133ZOOM COMMUNICATIONS INCZM5,509$449,5890.03%
134ISHARES TR4642882737,346$446,2700.03%
135PEPSICO INCPEP2,904$441,6380.03%
136PRICE T ROWE GROUP INCTROW3,886$439,4120.03%
137BOEING COBA-PA2,399$424,6230.03%
138BROADRIDGE FINL SOLUTIONS IN11133T1031,837$415,3270.03%
139TJX COS INC NEW8725401093,435$414,9800.03%
140VANGUARD WORLD FD92204A702653$405,7940.03%
141DANAHER CORPORATION2358511021,756$403,0820.03%
142INFOSYS LTDINFY18,288$400,8730.03%
143ASML HOLDING N VASMLF577$399,9070.03%
144ISHARES TR4642872349,449$395,1570.03%
145GRAINGER W W INC384802104368$387,8940.03%
146US BANCORP DELUSB-PS7,881$376,9500.02%
147ISHARES TR46435G5164,935$375,7510.02%
148NUSHARES ETF TRNU8,824$369,5670.02%
149ROBINHOOD MKTS INC7707001029,658$359,8570.02%
150SCHWAB STRATEGIC TR80852476312,107$359,5880.02%
151SCHWAB STRATEGIC TR80852477115,091$357,3480.02%
152SCHWAB STRATEGIC TR80852460713,740$355,3160.02%
153BANK AMERICA CORP0605051047,988$351,0870.02%
154SCHWAB STRATEGIC TR80852480518,850$348,7260.02%
155MSA SAFETY INCMNESP2,055$340,6570.02%
156PINTEREST INCPINS11,680$338,7200.02%
157INTERNATIONAL BUSINESS MACHSINTR1,539$338,2560.02%
158PAYCHEX INCPAYX2,391$335,2670.02%
159SAMSARA INCIOT7,662$334,7530.02%
160BOSTON SCIENTIFIC CORPBSX3,737$333,7730.02%
161ISHARES TR4642876712,393$333,4650.02%
162ADOBE INCADBE747$332,2310.02%
163WILLIAMS SONOMA INCWSM1,762$326,2870.02%
164MOODYS CORPMCO686$324,8990.02%
165CATERPILLAR INCCAT892$323,5820.02%
166ORACLE CORPORCL-PD1,941$323,4730.02%
167SPDR SER TR78468R8537,184$322,7050.02%
168TAKE-TWO INTERACTIVE SOFTWARTTWO1,733$319,0110.02%
169KB FINL GROUP INC48241A1055,539$315,1690.02%
170HONEYWELL INTL INC4385161061,393$314,6720.02%
171AMERIPRISE FINL INC03076C106585$311,2750.02%
172BANCO SANTANDER S.A.BCDRF66,189$301,8220.02%
173QUALCOMM INCQCOM1,898$291,6380.02%
174STRYKER CORPORATIONSYK801$288,3750.02%
175S&P GLOBAL INCSPGI576$287,0440.02%
176VANGUARD SPECIALIZED FUNDS9219088441,456$285,1280.02%
177STATE STR CORPSTT-PG2,900$284,6350.02%
178ICICI BANK LIMITEDIBN9,519$284,2370.02%
179VERISK ANALYTICS INCVRSK1,027$282,8670.02%
180VANGUARD INDEX FDS9229087441,637$277,1440.02%
181COLGATE PALMOLIVE COCL3,007$273,3680.02%
182PROLOGIS INC.PLDGP2,578$272,4660.02%
183DOCUSIGN INCDOCU3,019$271,5290.02%
184PALO ALTO NETWORKS INCPANW1,492$271,4810.02%
185ISHARES TR4642875074,347$270,8620.02%
186MICRON TECHNOLOGY INCMU3,183$267,8800.02%
187ANALOG DEVICES INCADI1,258$267,1810.02%
188TOYOTA MOTOR CORPTOYOF1,368$266,2260.02%
189AMGEN INCAMGN1,014$264,4010.02%
190PARKER-HANNIFIN CORPPH415$263,9600.02%
191BOOKING HOLDINGS INCBKNG53$261,8850.02%
192VERIZON COMMUNICATIONS INCVZ6,527$261,0270.02%
193MCDONALDS CORPMCD898$260,4160.02%
194CITIGROUP INCC-PR3,617$254,6010.02%
195INVESCO EXCHANGE TRADED FD TIVZ1,440$252,3310.02%
196HP INCHPQ7,712$251,6530.02%
197SCHWAB STRATEGIC TR8085247979,204$251,4630.02%
198NOVARTIS AGNVSEF2,567$249,7950.02%
199UNION PAC CORPUNP1,092$249,0490.02%
200MORGAN STANLEYMS-PQ1,952$245,4070.02%
201ISHARES TR4642875492,400$245,0160.02%
202SHOPIFY INCSHOP2,303$244,8780.02%
203INVESCO EXCHANGE TRADED FD TIVZ6,070$244,8640.02%
204UNITED NAT FOODS INCUNTCW8,911$243,3590.02%
205VANGUARD INDEX FDS9229086111,204$238,5690.02%
206ILLINOIS TOOL WKS INC452308109931$236,0640.02%
207UNITED RENTALS INCURI332$234,2130.02%
208HUBBELL INCHUBB556$232,9030.02%
209THE CIGNA GROUP125523100839$231,6070.01%
210AT&T INCT-PC10,135$230,7810.01%
211J P MORGAN EXCHANGE TRADED F46654Q2034,090$230,5940.01%
212WESCO INTL INC95082P1051,272$230,1810.01%
213GILEAD SCIENCES INCGILD2,486$229,5860.01%
214SHELL PLCRYDAF3,621$226,8560.01%
215EMERSON ELEC COEMR1,823$225,9310.01%
216DIMENSIONAL ETF TRUST25434V6173,580$223,5810.01%
217HDFC BANK LTDHDB3,495$223,1910.01%
218ROSS STORES INCROST1,459$220,7320.01%
219BANK NOVA SCOTIA HALIFAX0641491074,096$220,0370.01%
220SONY GROUP CORPSNEJF10,373$219,4930.01%
221KROGER COKR3,587$219,3490.01%
222VANGUARD WHITEHALL FDS9219464061,700$216,9030.01%
223PHILLIPS 66PSX1,900$216,4670.01%
224ISHARES TR4642872262,200$213,1800.01%
225TARGET CORPTGT1,577$213,1440.01%
226AMERICAN WTR WKS CO INC NEW0304201031,693$210,7640.01%
227GE AEROSPACE3696043011,249$208,2790.01%
228GLOBAL X FDS37954Y48311,428$208,2180.01%
229DISNEY WALT CO2546871061,866$207,8180.01%
230ONEOK INC NEWOKE2,068$207,6270.01%
231CELESTICA INCCLS2,245$207,2140.01%
232GENERAL MTRS CO37045V1003,872$206,2590.01%
233UBS GROUP AGUBS6,778$205,5090.01%
234TOTALENERGIES SETTE3,770$205,4650.01%
235SPDR SER TR78468R2006,576$202,0800.01%
236SCHWAB STRATEGIC TR8085244097,697$200,6730.01%
237DECKERS OUTDOOR CORPDECK985$200,0440.01%
238MITSUBISHI UFJ FINL GROUP IN60682210416,045$188,0470.01%
239DR REDDYS LABS LTD25613520311,415$180,2430.01%
240VODAFONE GROUP PLC NEW92857W30820,942$177,7980.01%
241VIATRIS INCVTRS12,781$159,1190.01%
242UIPATH INCPATH12,271$155,9640.01%
243NERDWALLET INCNRDS11,681$155,3570.01%
244SUMITOMO MITSUI FINL GROUP I86562M20910,477$151,8120.01%
245STELLANTIS N.VSTLA11,039$144,0590.01%
246NOKIA CORPNOKBF29,115$128,9790.01%
247NATWEST GROUP PLCRBSPF11,738$119,3750.01%
248SKILLZ INCSKLZ18,714$94,1310.01%
249AEGON LTDAEFC15,972$94,0750.01%
250PIEDMONT OFFICE REALTY TR INPDM10,134$92,7260.01%
251MIZUHO FINANCIAL GROUP INCMZHOF18,428$90,1130.01%
252HEALTH CATALYST INCHCAT12,477$88,2120.01%
253ENEL CHILE S.A.ENIC28,823$83,0100.01%
254FINVOLUTION GROUPFVGPY12,155$82,5320.01%
255WIPRO LTDWIT22,423$79,3770.01%
256BLEND LABS INCBLND14,815$62,3710.00%
257NOMURA HLDGS INCNRSCF10,158$58,8150.00%
258NEKTAR THERAPEUTICSNKTR51,500$47,8950.00%
259LLOYDS BANKING GROUP PLCLLOBF14,190$38,5970.00%
260TRANSOCEAN LTDRIG10,178$38,1680.00%
261CIA ENERGETICA DE MINAS GERA20440960110,512$18,6060.00%
262LYELL IMMUNOPHARMA INCLYEL13,043$8,3480.00%