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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

Foster Group, Inc.

Quarter ended Q1 2023 · Filed January 24, 2023 · Accession 0001841544-23-000001

Total Value
$1.34B
Positions
146
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (146)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS9229087691,211,035$231.5M17.30%
2VANGUARD INDEX FDS9229087441,216,544$170.8M12.76%
3VANGUARD BD INDEX FDS9219378351,573,818$113.1M8.45%
4VANGUARD TAX-MANAGED FDS9219438582,393,883$100.5M7.51%
5ISHARES TR464288414817,840$86.3M6.45%
6VANGUARD INDEX FDS922908611394,897$62.7M4.69%
7DIMENSIONAL ETF TRUST25434V8071,985,784$60.4M4.51%
8DIMENSIONAL ETF TRUST25434V7241,560,559$52.2M3.90%
9VANGUARD SCOTTSDALE FDS92206C706888,608$52.0M3.88%
10DIMENSIONAL ETF TRUST25434V4011,245,137$51.8M3.87%
11DIMENSIONAL ETF TRUST25434V500552,072$28.2M2.11%
12DIMENSIONAL ETF TRUST25434V609564,652$24.8M1.85%
13ISHARES TR464287655126,296$22.0M1.65%
14ISHARES TR46435G326383,277$21.5M1.60%
15ISHARES TR46428720054,650$21.0M1.57%
16ISHARES TR46432F339184,049$21.0M1.57%
17APPLE INCAAPL136,505$17.7M1.33%
18VANGUARD SCOTTSDALE FDS92206C664160,570$11.3M0.84%
19ISHARES INC46434G103231,984$10.8M0.81%
20INVESCO QQQ TRIVZ36,080$9.6M0.72%
21AMERICAN CENTY ETF TR025072877114,097$8.5M0.64%
22ISHARES TR46434V456255,375$8.3M0.62%
23OVINTIV INCOVV154,602$7.8M0.59%
24VANGUARD MUN BD FDS922907746156,645$7.8M0.58%
25ISHARES TR46432F39652,541$7.7M0.57%
26ISHARES TR46432F38865,833$6.0M0.45%
27BERKSHIRE HATHAWAY INC DELBRK-A17,938$5.5M0.41%
28SPDR DOW JONES INDL AVERAGE78467X10915,500$5.1M0.38%
29ISHARES TR46435G409218,477$5.1M0.38%
30VANGUARD INTL EQUITY INDEX F922042858127,350$5.0M0.37%
31DIMENSIONAL ETF TRUST25434V84996,585$4.6M0.35%
32MICROSOFT CORPMSFT18,287$4.4M0.33%
33AMERICAN EXPRESS COAXP25,586$3.8M0.28%
34ISHARES TR46429B267117,396$2.7M0.20%
35VANGUARD INTL EQUITY INDEX F92204274230,258$2.6M0.19%
36MCDONALDS CORPMCD9,168$2.4M0.18%
37CONOCOPHILLIPSCOP20,113$2.4M0.18%
38ISHARES TR46429B69731,716$2.3M0.17%
39DELTA AIR LINES INC DELDAL65,157$2.1M0.16%
40AMERICAN CENTY ETF TR02507280237,502$2.1M0.16%
41WELLS FARGO CO NEW94974610147,930$2.0M0.15%
42SCHWAB STRATEGIC TR80852480560,483$1.9M0.15%
43DIMENSIONAL ETF TRUST25434V86438,910$1.8M0.13%
44EXXON MOBIL CORPXOM15,955$1.8M0.13%
45ISHARES TR46435G42520,335$1.7M0.13%
46JOHNSON & JOHNSONJNJ9,562$1.7M0.13%
47ISHARES TR46435U54935,431$1.7M0.12%
48VANGUARD INDEX FDS92290855319,550$1.6M0.12%
49UNITEDHEALTH GROUP INCUNH3,036$1.6M0.12%
50DEERE & CODE3,737$1.6M0.12%
51ALPHABET INCGOOG17,178$1.5M0.11%
52CASEYS GEN STORES INC1475281036,713$1.5M0.11%
53SCHWAB STRATEGIC TR80852460736,494$1.5M0.11%
54SCHWAB STRATEGIC TR80852410229,488$1.3M0.10%
55ORACLE CORPORCL-PD16,028$1.3M0.10%
56PROCTER AND GAMBLE CO7427181098,620$1.3M0.10%
57ISHARES TR4642876895,785$1.3M0.10%
58FREEPORT-MCMORAN INCFCX31,717$1.2M0.09%
59PEPSICO INCPEP6,541$1.2M0.09%
60ABBVIE INCABBV7,031$1.1M0.08%
61PRINCIPAL FINANCIAL GROUP INPFG13,387$1.1M0.08%
62PHILIP MORRIS INTL INC71817210910,722$1.1M0.08%
63SCHWAB STRATEGIC TR80852485420,404$1.0M0.08%
64EATON CORP PLCETN6,341$995,2200.07%
65SPDR SER TR78464A67235,114$991,6190.07%
66SCHWAB STRATEGIC TR80852420121,339$963,4730.07%
67SPDR S&P 500 ETF TRSPY2,503$957,1840.07%
68PFIZER INCPFE18,607$953,4220.07%
69ISHARES TR46429B68913,803$877,6450.07%
70SCHWAB STRATEGIC TR80852478916,242$854,6300.06%
71S&P GLOBAL INCSPGI2,527$846,3930.06%
72CHEVRON CORP NEWCVX4,601$825,7930.06%
73VANGUARD WORLD FDS92204A8765,241$803,7210.06%
74META PLATFORMS INCMETA6,642$799,2980.06%
75WEST BANCORPORATION INCWTBA30,767$786,0970.06%
76WALMART INCWMT5,481$777,2060.06%
77FEDEX CORPFDX4,301$744,9330.06%
78MONDELEZ INTL INC60920710511,175$744,8140.06%
79SCHWAB STRATEGIC TR80852488823,341$734,5570.05%
80SCHWAB STRATEGIC TR80852470631,025$734,3650.05%
81BEST BUY INCBBY8,574$687,7210.05%
82JPMORGAN CHASE & COVYLD5,044$676,3350.05%
83ABBOTT LABSABLZF6,045$663,6810.05%
84VANGUARD INTL EQUITY INDEX F92204267616,035$662,8870.05%
85ALBEMARLE CORPALB-PA2,925$634,3160.05%
86HERSHEY COHSY2,663$616,6710.05%
87ISHARES INC46428653311,465$608,2050.05%
88ISHARES TR46428887713,104$601,2070.04%
89CISCO SYS INCCSCO12,345$588,1350.04%
90ALTRIA GROUP INCMO12,544$573,3890.04%
91GENERAL MLS INC3703341046,834$573,0310.04%
92AMAZON COM INCAMZN6,602$554,5680.04%
93TESLA INCTSLA4,472$550,8610.04%
94TARGET CORPTGT3,492$520,4380.04%
95DISNEY WALT CO2546871065,956$517,4470.04%
96BRISTOL-MYERS SQUIBB COCELG-RI6,941$499,4050.04%
97NIKE INCNKE4,246$496,7940.04%
98YUM BRANDS INCYUM3,862$494,6450.04%
99DIMENSIONAL ETF TRUST25434V70819,570$475,1600.04%
100ISHARES TR46428723412,135$459,9170.03%
101PALANTIR TECHNOLOGIES INCPLTR71,500$459,0300.03%
102ISHARES TR46435G5166,681$439,2250.03%
103ISHARES TR4642882737,698$434,7830.03%
104LILLY ELI & COLLY1,188$434,6180.03%
105VANGUARD BD INDEX FDS9219378275,628$423,6760.03%
106HOME DEPOT INCHD1,330$420,0940.03%
107STANDARD MTR PRODS INC85366610512,012$418,0180.03%
108ISHARES TR4642881583,769$392,9940.03%
109OLD REP INTL CORP68022310415,694$379,0100.03%
110ALIBABA GROUP HLDG LTDBBAAY4,200$369,9780.03%
111ISHARES INC46434G7647,712$366,1060.03%
112SPDR SER TR78464A7632,900$362,8190.03%
113CARDINAL HEALTH INCCAH4,626$355,6010.03%
114WORKIVA INCWK4,229$355,1090.03%
115CORTEVA INCCTVA5,889$346,1550.03%
116VANGUARD SCOTTSDALE FDS92206C8704,444$344,4540.03%
117SCHWAB STRATEGIC TR80852484717,250$332,7560.02%
118BOEING COBA-PA1,746$332,5960.02%
119AMGEN INCAMGN1,230$323,0470.02%
120COSTCO WHSL CORP NEW22160K105682$311,3330.02%
121SCHWAB STRATEGIC TR80852473012,333$305,6160.02%
122AMES NATL CORP03100110012,940$305,5240.02%
123FIDELITY NATL INFORMATION SV31620M1064,425$300,2360.02%
124STARBUCKS CORPSBUX3,019$299,4850.02%
125INVESCO EXCHANGE TRADED FD TIVZ6,336$278,7840.02%
126SPDR GOLD TRGLD1,637$277,7010.02%
127MERCK & CO INCMRK2,477$274,8230.02%
128AT&T INCT-PC14,811$272,6630.02%
129ISHARES TR4642876301,966$272,6250.02%
130CATERPILLAR INCCAT1,082$259,2260.02%
131VANGUARD WORLD FD9219107255,073$249,5410.02%
132VANGUARD STAR FDS9219097684,511$233,2860.02%
133VANGUARD SCOTTSDALE FDS92206C4093,095$232,6880.02%
134COLGATE PALMOLIVE COCL2,912$229,4360.02%
135HONEYWELL INTL INC4385161061,070$229,3010.02%
136ISHARES TR46435U2183,404$225,6870.02%
137AMERICA MOVIL SAB DE CVAMXOF12,000$218,4000.02%
138ALASKA AIR GROUP INCALK5,000$214,7000.02%
139ROCKWELL AUTOMATION INCROK830$213,7830.02%
140LOWES COS INC5486611071,053$209,8000.02%
141VISA INCV1,009$209,6300.02%
142YUM CHINA HLDGS INCYUMC3,760$205,4840.02%
143VANGUARD INDEX FDS922908736950$202,4550.02%
144CRONOS GROUP INCCRON11,600$29,4640.00%
145IDEANOMICS INC45166V10655,590$9,1170.00%
146CONTEXTLOGIC INCLOGC10,000$4,8770.00%