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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

CAPITAL PERFORMANCE ADVISORS LLP

Quarter ended Q1 2025 · Filed May 9, 2025 · Accession 0001905663-25-000005

Total Value
$455.6M
Positions
260
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (260)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,594,069$52.6M11.54%
2DIMENSIONAL ETF TRUST25434V609793,086$40.8M8.96%
3ISHARES TR46428720052,389$29.4M6.46%
4APPLE INCAAPL101,786$22.6M4.96%
5DIMENSIONAL ETF TRUST25434V807565,892$22.3M4.89%
6DIMENSIONAL ETF TRUST25434V724536,471$22.1M4.85%
7ISHARES TR464287226168,628$16.7M3.66%
8VANGUARD MUN BD FDS922907746214,413$10.6M2.34%
9DIMENSIONAL ETF TRUST25434V401169,217$10.2M2.25%
10BERKSHIRE HATHAWAY INC DELBRK-A17,837$9.5M2.08%
11MICROSOFT CORPMSFT24,129$9.1M1.99%
12DIMENSIONAL ETF TRUST25434V500147,465$8.8M1.93%
13ISHARES TR46432F84288,361$6.7M1.47%
14VANGUARD INDEX FDS92290876923,925$6.6M1.44%
15NVIDIA CORPORATIONNVDA56,940$6.2M1.35%
16AMERICAN CENTY ETF TR02507287769,196$6.0M1.32%
17FIRST TR EXCHNG TRADED FD VI33740F888236,711$5.9M1.29%
18AMAZON COM INCAMZN30,638$5.8M1.28%
19SSGA ACTIVE ETF TR78467V103183,560$5.2M1.15%
20META PLATFORMS INCMETA8,540$4.9M1.08%
21VANGUARD INDEX FDS92290875120,519$4.6M1.00%
22VANGUARD SPECIALIZED FUNDS92190884421,292$4.1M0.91%
23DIMENSIONAL ETF TRUST25434V880145,885$3.8M0.84%
24VANGUARD INDEX FDS92290873610,158$3.8M0.83%
25SPDR S&P 500 ETF TRSPY6,319$3.5M0.78%
26ISHARES TR46428852159,137$3.4M0.75%
27COSTCO WHSL CORP NEW22160K1053,094$2.9M0.64%
28VANGUARD INTL EQUITY INDEX F92204285859,726$2.7M0.59%
29VANGUARD INDEX FDS92290861114,410$2.7M0.59%
30VANGUARD SCOTTSDALE FDS92206C70644,814$2.7M0.58%
31AMERICAN CENTY ETF TR02507280237,270$2.6M0.57%
32VANGUARD MALVERN FDS92202080546,287$2.3M0.51%
33JPMORGAN CHASE & CO.VYLD9,239$2.3M0.50%
34AMERICAN CENTY ETF TR02507288524,173$2.2M0.49%
35ELI LILLY & COLLY2,689$2.2M0.49%
36ISHARES TR46428730923,629$2.2M0.48%
37DIMENSIONAL ETF TRUST25434V10452,818$2.0M0.45%
38VANGUARD BD INDEX FDS92193781925,111$1.9M0.42%
39EA SERIES TRUST02072L53296,668$1.9M0.41%
40KALVISTA PHARMACEUTICALS INCKALV3,845$1.8M0.40%
41VANGUARD BD INDEX FDS92193782722,840$1.8M0.39%
42TESLA INCTSLA6,252$1.6M0.36%
43VISA INCV4,570$1.6M0.35%
44ALPHABET INCGOOG9,875$1.5M0.34%
45SELECT SECTOR SPDR TR81369Y8037,292$1.5M0.33%
46ISHARES TR4642875987,506$1.4M0.31%
47BROADCOM INCAVGO8,285$1.4M0.30%
48SCHWAB STRATEGIC TR80852480569,830$1.4M0.30%
49SCHWAB STRATEGIC TR80852410263,941$1.4M0.30%
50AMERICAN CENTY ETF TR02507270320,007$1.3M0.29%
51JOHNSON & JOHNSONJNJ7,859$1.3M0.29%
52SALESFORCE INCCRM4,774$1.3M0.28%
53SCHWAB STRATEGIC TR80852420153,685$1.2M0.26%
54NETFLIX INCNFLX1,257$1.2M0.26%
55PGIM ETF TR69344A20633,131$1.2M0.25%
56ISHARES TR4642871508,949$1.1M0.24%
57HOME DEPOT INCHD2,869$1.1M0.23%
58WALMART INCWMT11,474$1.0M0.22%
59ALPHABET INCGOOG6,443$1.0M0.22%
60ISHARES TR46434V64740,981$994,2020.22%
61DIMENSIONAL ETF TRUST25434V78131,307$911,6600.20%
62AMERICAN CENTY ETF TR02507260414,949$899,4820.20%
63EXXON MOBIL CORPXOM7,498$891,6600.20%
64GE AEROSPACE3696043014,263$853,1870.19%
65DIMENSIONAL ETF TRUST25434V81529,436$828,6230.18%
66BANK AMERICA CORP06050510419,572$816,7180.18%
67PHILIP MORRIS INTL INC7181721095,061$803,2790.18%
68MADRIGAL PHARMACEUTICALS INCMDGL2,422$802,2390.18%
69BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.18%
70SPDR DOW JONES INDL AVERAGE78467X1091,823$765,4420.17%
71MASTERCARD INCORPORATEDMA1,375$753,6640.17%
72SCHWAB STRATEGIC TR80852485429,317$728,8210.16%
73GRAYSCALE BITCOIN TRUST ETFGBTC10,947$713,4160.16%
74MCDONALDS CORPMCD2,209$690,2030.15%
75ABBVIE INCABBV2,986$625,5370.14%
76CAPITAL GRP FIXED INCM ETF T14020Y80524,702$619,0550.14%
77PROCTER AND GAMBLE CO7427181093,629$618,4020.14%
78AT&T INCT-PC21,554$609,5510.13%
79HOWMET AEROSPACE INCHWM4,694$608,9520.13%
80DISNEY WALT CO2546871066,033$595,4210.13%
81MAIN STR CAP CORP56035L10410,516$594,7810.13%
82ISHARES INC46434G10310,952$591,0930.13%
83CME GROUP INCCME2,227$590,7820.13%
84LAM RESEARCH CORPLRCX8,074$586,9510.13%
85UNITEDHEALTH GROUP INCUNH1,119$585,9630.13%
86MEDTRONIC PLCMDT6,509$584,9350.13%
87GILEAD SCIENCES INCGILD5,187$581,2500.13%
88FORTINET INCFTNT5,918$569,6670.13%
89WELLS FARGO CO NEW9497461017,861$564,3250.12%
90PALANTIR TECHNOLOGIES INCPLTR6,607$557,6060.12%
91GENERAL MTRS CO37045V10011,776$553,8360.12%
92ABBOTT LABSABLZF4,157$551,4000.12%
93DIMENSIONAL ETF TRUST25434V76520,257$545,7280.12%
94ISHARES TR4642876554,208$542,2580.12%
95VERISIGN INCVRSN2,107$534,8630.12%
96ORACLE CORPORCL-PD3,807$532,2430.12%
97BOOKING HOLDINGS INCBKNG114$527,3110.12%
98SCHWAB STRATEGIC TR80852469823,280$522,8690.11%
99DIMENSIONAL ETF TRUST25434V73219,250$509,3600.11%
100COCA COLA COKO7,083$507,2690.11%
101TAPESTRY INCTPR7,188$506,1070.11%
102QUALCOMM INCQCOM3,288$505,1550.11%
103ROYAL GOLD INCRGLD3,069$501,8750.11%
104VANGUARD SCOTTSDALE FDS92206C77110,778$499,1290.11%
105DIMENSIONAL ETF TRUST25434V20315,611$487,5320.11%
106RTX CORPORATIONRTX3,668$485,8630.11%
107T-MOBILE US INCTMUSZ1,819$485,2280.11%
108SPDR SER TR78464A7633,472$471,0470.10%
109VANGUARD INDEX FDS9229085535,147$466,0220.10%
110DIMENSIONAL ETF TRUST25434V83114,062$466,0150.10%
111BLACKSTONE INCBX3,314$463,1860.10%
112COMCAST CORP NEWCCZ12,326$454,8610.10%
113GOLDMAN SACHS GROUP INCGSCE833$454,8150.10%
114CENTENE CORP DELCNC7,397$449,0480.10%
115VANGUARD WORLD FD92204A702821$445,1580.10%
116SNOWFLAKE INCSNOW3,028$442,6230.10%
117ISHARES TR46435G40914,286$433,0090.10%
118ROBLOX CORPRBLX7,383$430,3550.09%
119MSCI INCMSCI758$428,6370.09%
120FIRST TR EXCHANGE-TRADED FD33738D40810,402$426,8990.09%
121BRISTOL-MYERS SQUIBB COCELG-RI6,998$426,8000.09%
122AIRBNB INCABNB3,566$425,9950.09%
123SCHWAB STRATEGIC TR80852488811,826$424,3010.09%
124ADOBE INCADBE1,080$414,0870.09%
125VANGUARD INDEX FDS922908363799$410,8960.09%
126XCEL ENERGY INCXELLL5,773$408,6970.09%
127CITIGROUP INCC-PR5,705$404,9620.09%
128CISCO SYS INCCSCO6,432$396,9020.09%
129UBER TECHNOLOGIES INCUBER5,435$396,0210.09%
130SOFI TECHNOLOGIES INCSOFI34,047$395,9670.09%
131CHEVRON CORP NEWCVX2,356$394,2070.09%
132AMERICAN EXPRESS COAXP1,431$384,7850.08%
133AMERICAN INTL GROUP INC0268747844,380$380,7310.08%
134PALO ALTO NETWORKS INCPANW2,209$376,9070.08%
135DOORDASH INCDASH2,062$376,8370.08%
1363M COMMM2,518$369,7740.08%
137ARISTA NETWORKS INCANET4,702$364,3270.08%
138US BANCORP DELUSB-PS8,604$363,2730.08%
139TRANE TECHNOLOGIES PLCTT1,074$361,8050.08%
140TRIMBLE INCTRMB5,485$360,0900.08%
141PG&E CORPPCG-PX20,764$356,7320.08%
142GENWORTH FINL INC37247D10650,047$354,8340.08%
143AGNICO EAGLE MINES LTDAEM3,258$353,1860.08%
144SERVICENOW INCNOW439$349,5840.08%
145TRAVELERS COMPANIES INCTRV1,318$348,5810.08%
146ZOOM COMMUNICATIONS INCZM4,601$339,4160.07%
147MCKESSON CORPMCK500$336,9470.07%
148PFIZER INCPFE13,139$332,9310.07%
149PEPSICO INCPEP2,196$329,2240.07%
150HSBC HLDGS PLCHBCYF5,673$325,7890.07%
151PROGRESSIVE CORP7433151031,149$325,2070.07%
152DIMENSIONAL ETF TRUST25434V30212,446$322,2270.07%
153CHUBB LIMITEDCB1,066$322,0230.07%
154INCYTE CORPINCY5,079$307,5330.07%
155CVS HEALTH CORPCVS4,491$304,2890.07%
156AMPHENOL CORP NEW0320951014,620$303,0310.07%
157APPLIED MATLS INC0382221052,078$301,5240.07%
158INVESCO EXCH TRADED FD TR IIIVZ4,027$300,8890.07%
159SPDR GOLD TRGLD1,028$296,2080.07%
160DIGITAL RLTY TR INC2538681032,054$294,3370.06%
161CONOCOPHILLIPSCOP2,786$292,5800.06%
162ATLASSIAN CORPORATIONTEAM1,367$290,0910.06%
163ISHARES TR4642888022,525$290,0470.06%
164SCHWAB STRATEGIC TR80852477112,097$285,6100.06%
165JOHNSON CTLS INTL PLCG515021053,557$284,9680.06%
166LOWES COS INC5486611071,214$283,1370.06%
167MICROSTRATEGY INCSTRK980$282,5470.06%
168DEERE & CODE598$280,5240.06%
169VISTRA CORPVST2,388$280,4460.06%
170DIMENSIONAL ETF TRUST25434V65810,660$279,9320.06%
171MARKEL GROUP INCMKL149$278,5720.06%
172MOLINA HEALTHCARE INCMOH839$276,3580.06%
173SCHWAB STRATEGIC TR80852430010,943$274,0130.06%
174ISHARES TR4642874653,343$273,2230.06%
175GE VERNOVA INCGEV886$270,4800.06%
176RALPH LAUREN CORPRL1,216$268,4200.06%
177ISHARES GOLD TRIAU4,500$265,3200.06%
178THERMO FISHER SCIENTIFIC INCTMO532$264,8080.06%
179GARMIN LTDGRMN1,218$264,4650.06%
180NUTANIX INCNTNX3,773$263,3930.06%
181VERTEX PHARMACEUTICALS INCVRTX542$262,6830.06%
182FIDELITY WISE ORIGIN BITCOINFBTC3,620$260,5320.06%
183INTUITINTU423$260,0540.06%
184CITIZENS FINL GROUP INCCIA6,304$258,2860.06%
185CINCINNATI FINL CORP1720621011,735$256,2940.06%
186NEXTERA ENERGY INCNEE-PW3,614$256,1780.06%
187ADVANCED MICRO DEVICES INCAMD2,491$255,8960.06%
188VANGUARD INDEX FDS922908629989$255,8890.06%
189DIMENSIONAL ETF TRUST25434V8645,375$255,4200.06%
190ROBINHOOD MKTS INC7707001026,111$254,3400.06%
191ZSCALER INCZS1,281$254,1760.06%
192VANGUARD TAX-MANAGED FDS9219438584,995$253,8960.06%
193MERCK & CO INCMRK2,827$253,7710.06%
194EATON CORP PLCETN932$253,2890.06%
195UNITED PARCEL SERVICE INCUPS2,295$252,3820.06%
196VANGUARD WORLD FD92204A4052,088$249,3990.05%
197EDISON INTL2810201074,200$247,4670.05%
198HUBSPOT INCHUBS433$247,1410.05%
199ELEVANCE HEALTH INCELV567$246,5070.05%
200NATERA INCNTRA1,737$245,6290.05%
201INVESCO EXCHANGE TRADED FD TIVZ6,402$244,8760.05%
202DANAHER CORPORATION2358511021,178$241,4290.05%
203AUTODESK INCADSK922$241,3640.05%
204AXIS CAP HLDGS LTDG0692U1092,407$241,2780.05%
205ETSY INCETSY5,038$237,6930.05%
206AUTOMATIC DATA PROCESSING INADP775$236,7240.05%
207SS&C TECHNOLOGIES HLDGS INCSSNC2,811$234,7810.05%
208CONCENTRIX CORPCNXC4,219$234,7460.05%
209PROSHARES TR74348A4672,294$234,4370.05%
210BOSTON SCIENTIFIC CORPBSX2,291$231,1310.05%
211AMERICAN CENTY ETF TR0250723493,536$230,5830.05%
212VERIZON COMMUNICATIONS INCVZ5,084$230,5780.05%
213ILLINOIS TOOL WKS INC452308109929$230,2110.05%
214INTEL CORPINTC10,130$230,0570.05%
215CHIPOTLE MEXICAN GRILL INCCMG4,574$229,6600.05%
216INTERNATIONAL BUSINESS MACHSINTR923$229,5830.05%
217CUMMINS INCCMI731$228,9830.05%
218MARVELL TECHNOLOGY INCMRVL3,650$224,7300.05%
219LOCKHEED MARTIN CORPLMT502$224,3130.05%
220HUNTINGTON BANCSHARES INCHBANP14,905$223,7240.05%
221INVESCO EXCHANGE TRADED FD TIVZ1,291$223,7070.05%
222SCHLUMBERGER LTDSLB5,319$222,3420.05%
223ISHARES TR46435G3263,219$221,7570.05%
224SHELL PLCRYDAF3,009$220,4840.05%
225INTRA-CELLULAR THERAPIES INC46116X1011,664$219,5150.05%
226TERADYNE INCTER2,657$219,4370.05%
227INTUITIVE SURGICAL INCISRG442$219,1480.05%
228ALLEGION PLCALLE1,664$217,0860.05%
229PINTEREST INCPINS6,897$213,8070.05%
230HONEYWELL INTL INC438516106998$211,4700.05%
231SAP SESAPGF786$210,9940.05%
232TJX COS INC NEW8725401091,728$210,4780.05%
233BAKER HUGHES COMPANYBKR4,778$209,9970.05%
234SCHWAB STRATEGIC TR8085244097,895$209,8380.05%
235DUKE ENERGY CORP NEWDUKB1,718$209,5460.05%
236EOG RES INCEOG1,627$208,5350.05%
237VEEVA SYS INCVEEV900$208,4200.05%
238EXELIXIS INCEXEL5,613$207,2320.05%
239OKTA INCOKTA1,954$205,5700.05%
240ALTRIA GROUP INCMO3,423$205,4240.05%
241BIOGEN INCBIIB1,495$204,5760.04%
242STARBUCKS CORPSBUX2,082$204,1900.04%
243CARNIVAL CORPCUKPF10,424$203,5800.04%
244BIOMARIN PHARMACEUTICAL INCBMRN2,844$201,0430.04%
245EXPEDIA GROUP INCEXPE1,192$200,3820.04%
246ROYAL BK CDA7800871021,777$200,2640.04%
247HUNTSMAN CORPHUN10,995$173,6110.04%
248BANCO BILBAO VIZCAYA ARGENTABBVXF11,849$161,3810.04%
249SUMITOMO MITSUI FINL GROUP I86562M20910,154$156,9880.03%
250WENDYS CO95058W10010,660$155,9560.03%
251DHT HOLDINGS INCDHT11,129$116,8550.03%
252BANCO SANTANDER S.A.BCDRF16,217$108,6540.02%
253ADT INC DELADT11,769$95,8000.02%
254JETBLUE AWYS CORP47714310117,933$86,4370.02%
255PROTALIX BIOTHERAPEUTICS INCPLX25,976$66,4990.01%
256LLOYDS BANKING GROUP PLCLLOBF10,007$38,2270.01%
257LUCID GROUP INCLCID10,224$24,7420.01%
258PLUG POWER INCPLUG13,038$17,6010.00%
259CHARGEPOINT HOLDINGS INCCHPT28,592$17,2980.00%
260OPENDOOR TECHNOLOGIES INCOPENZ15,007$15,3070.00%