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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

DecisionPoint Financial, LLC

Quarter ended Q4 2023 · Filed October 26, 2023 · Accession 0001938514-23-000005

Total Value
$191.3M
Positions
254
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (254)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V7081,912,566$50.1M26.20%
2VANGUARD SCOTTSDALE FDS92206C870379,372$28.8M15.07%
3HOME BANCSHARES INCHOMB991,164$20.8M10.85%
4DIMENSIONAL ETF TRUST25434V203648,400$16.9M8.85%
5DIMENSIONAL ETF TRUST25434V872393,235$15.9M8.30%
6VANGUARD INDEX FDS922908553145,576$11.0M5.76%
7DIMENSIONAL ETF TRUST25434V500182,804$9.6M5.02%
8ISHARES TR46434V100103,399$5.0M2.59%
9DIMENSIONAL ETF TRUST25434V302202,388$4.6M2.39%
10VANGUARD SCOTTSDALE FDS92206C40952,690$4.0M2.07%
11SCHWAB STRATEGIC TR80852469878,765$3.3M1.74%
12DIMENSIONAL ETF TRUST25434V799138,604$3.2M1.69%
13DIMENSIONAL ETF TRUST25434V823120,904$2.4M1.23%
14MICROSOFT CORPMSFT6,396$2.0M1.06%
15APPLE INCAAPL8,663$1.5M0.78%
16VANGUARD INDEX FDS9229087695,362$1.1M0.60%
17DIMENSIONAL ETF TRUST25434V73233,560$782,2840.41%
18VANGUARD TAX-MANAGED FDS92194385817,062$745,9580.39%
19VANGUARD INTL EQUITY INDEX F92204285817,403$682,3720.36%
20REPUBLIC SVCS INC7607591004,381$624,3370.33%
21GLADSTONE LD CORP37654910138,700$550,7010.29%
22DIMENSIONAL ETF TRUST25434V88022,846$514,4920.27%
23DIMENSIONAL ETF TRUST25434V10417,095$511,9960.27%
24VANGUARD INDEX FDS9229087512,198$415,5760.22%
25VANGUARD INTL EQUITY INDEX F9220427422,843$264,9110.14%
26DIMENSIONAL ETF TRUST25434V7089,354$245,0750.13%
27MARRIOTT INTL INC NEW5719032021,004$197,3470.10%
28META PLATFORMS INCMETA650$195,1370.10%
29REGIONS FINANCIAL CORP NEWRF-PF10,708$184,1780.10%
30INTEL CORPINTC4,447$158,0910.08%
31HOME DEPOT INCHD474$143,2240.07%
32BERKSHIRE HATHAWAY INC DELBRK-A365$127,8600.07%
33AMAZON COM INCAMZN1,000$127,1200.07%
34VANGUARD SCOTTSDALE FDS92206C8701,660$126,1270.07%
35CONOCOPHILLIPSCOP1,000$119,8000.06%
36VANGUARD SCOTTSDALE FDS92206C5651,741$115,4980.06%
37MERCK & CO INCMRK1,000$102,9500.05%
38TERADYNE INCTER1,000$100,4600.05%
39ISHARES TR464287200225$96,6220.05%
40ON SEMICONDUCTOR CORPON1,000$92,9500.05%
41PFIZER INCPFE2,785$92,3790.05%
42JPMORGAN CHASE & COVYLD622$90,2030.05%
43VANGUARD BD INDEX FDS9219378271,092$82,0860.04%
44ALPHABET INCGOOG620$81,7470.04%
45NVIDIA CORPORATIONNVDA184$80,0600.04%
46VANECK ETF TRUST92189F6921,000$79,8600.04%
47CLEAN HARBORS INCCLH465$77,8230.04%
48ETF MANAGERS TR26924G2011,500$77,4000.04%
49DIMENSIONAL ETF TRUST25434V8641,597$74,0690.04%
50VANGUARD WORLD FDS92204A702177$73,4380.04%
51TWO RDS SHARED TR90214Q7335,841$71,3830.04%
52CVS HEALTH CORPCVS1,000$69,8200.04%
53XYLEM INCXYL750$68,2730.04%
54DIMENSIONAL ETF TRUST25434V8721,673$67,5400.04%
55BRISTOL-MYERS SQUIBB COCELG-RI1,157$67,1530.04%
56ORACLE CORPORCL-PD625$66,2000.03%
57ALPHABET INCGOOG500$65,4300.03%
58NIKE INCNKE667$63,7790.03%
59SUMMIT MATLS INC86614U1002,034$63,3390.03%
60PHILLIPS 66PSX500$60,0750.03%
61PEPSICO INCPEP327$55,4070.03%
62GENERAL MLS INC370334104836$53,4960.03%
63PARKER-HANNIFIN CORPPH135$52,5860.03%
64CHEVRON CORP NEWCVX304$51,2610.03%
65INTUITINTU100$51,0940.03%
66TWO RDS SHARED TR90214Q7665,647$50,2590.03%
67GRAPHIC PACKAGING HLDG COGPK2,215$49,3510.03%
68LKQ CORPLKQ988$48,9160.03%
69PAYCHEX INCPAYX424$48,9000.03%
70JOHNSON & JOHNSONJNJ310$48,2830.03%
71PACER FDS TR69374H2041,513$47,7360.02%
72CISCO SYS INCCSCO885$47,5780.02%
73VANGUARD INDEX FDS922908629225$46,8540.02%
74VANGUARD BD INDEX FDS921937835664$46,3340.02%
75PACER FDS TR69374H303751$46,1420.02%
76VANGUARD INDEX FDS922908553583$44,1100.02%
77DIMENSIONAL ETF TRUST25434V500835$43,8300.02%
78CONSOLIDATED EDISON INCED500$42,7650.02%
79INVESCO EXCHANGE TRADED FD TIVZ800$42,5440.02%
80AMERICAN EXPRESS COAXP275$41,0280.02%
81SHOPIFY INCSHOP750$40,9280.02%
82FEDEX CORPFDX143$37,8840.02%
83ISHARES TR464287655208$36,7620.02%
84PACER FDS TR69374H105851$34,0060.02%
85PROCTER AND GAMBLE CO742718109225$32,8190.02%
86VANGUARD SCOTTSDALE FDS92206C102560$32,2560.02%
87TESLA INCTSLA126$31,5280.02%
88ISHARES TR464287150329$30,9890.02%
89BERRY GLOBAL GROUP INC08579W103491$30,3980.02%
90STARBUCKS CORPSBUX325$29,6630.02%
91UNITEDHEALTH GROUP INCUNH57$28,7390.02%
92KNIGHT-SWIFT TRANSN HLDGS IN499049104564$28,2850.01%
93SPDR SER TR78464A847622$27,2380.01%
94PURE STORAGE INC74624M102750$26,7150.01%
95FS CREDIT OPPORTUNITIES CORPFSCO4,848$26,2770.01%
96YUM BRANDS INCYUM200$24,9880.01%
97SELECT SECTOR SPDR TR81369Y704243$24,6360.01%
98DIMENSIONAL ETF TRUST25434V807735$23,9760.01%
99VANGUARD SCOTTSDALE FDS92206C409314$23,5980.01%
100PROGRESSIVE CORP743315103160$22,2880.01%
101HANNON ARMSTRONG SUST INFR C41068X1001,000$21,2000.01%
102ISHARES TR46428750784$20,9460.01%
103CROWN HLDGS INCCCK229$20,2620.01%
104COCA COLA COKO350$19,5930.01%
105TEXAS INSTRS INC882508104120$19,0820.01%
106SNAP ON INCSNA74$18,8750.01%
107GENERAL DYNAMICS CORPGD85$18,7830.01%
108DOMINION ENERGY INCD391$17,4660.01%
109ROBERT HALF INC.RHI228$16,7080.01%
110NEXTERA ENERGY INCNEE-PW286$16,3850.01%
111SELECT SECTOR SPDR TR81369Y407101$16,2590.01%
112DIMENSIONAL ETF TRUST25434V203617$16,1100.01%
113RTX CORPORATIONRTX220$15,8340.01%
114DIMENSIONAL ETF TRUST25434V302681$15,3710.01%
115DOLLAR GEN CORP NEW256677105144$15,2360.01%
116MASCO CORPMAS268$14,3250.01%
117VANGUARD WORLD FDS92204A405169$13,5750.01%
118HOST HOTELS & RESORTS INCHST815$13,0980.01%
119CARRIER GLOBAL CORPORATIONCARR220$12,1440.01%
120VANGUARD INDEX FDS92290861176$12,1220.01%
121ISHARES TR46429B663121$11,9660.01%
122FIDELITY COVINGTON TRUST316092857516$11,7390.01%
123AMERICAN HOMES 4 RENTAMH-PG335$11,2870.01%
124YUM CHINA HLDGS INCYUMC200$11,1440.01%
125WISDOMTREE TRWT126$11,1200.01%
126PIONEER NAT RES CO72378710748$11,0190.01%
127ADOBE INCADBE21$10,7080.01%
128ISHARES TR464288448414$10,5160.01%
129PUBLIC STORAGEPSA-PS39$10,2780.01%
130SPDR INDEX SHS FDS78463X202237$9,9570.01%
131SCHWAB STRATEGIC TR808524607240$9,9410.01%
132PINNACLE FINL PARTNERS INC72346Q104148$9,9220.01%
133ISHARES TR46436E882394$9,7800.01%
134ISHARES TR46436E874408$9,7270.01%
135ISHARES TR46436E866420$9,6940.01%
136ELI LILLY & COLLY17$9,1320.00%
137LUMINAR TECHNOLOGIES INCLAZRQ2,000$9,1000.00%
138PROLOGIS INC.PLDGP81$9,0900.00%
139OTIS WORLDWIDE CORPOTIS110$8,8350.00%
140DEERE & CODE23$8,6800.00%
141CAPITAL SOUTHWEST CORPCSWC375$8,5880.00%
142BROADCOM INCAVGO10$8,3060.00%
143SOUTHWEST AIRLS CO844741108306$8,2840.00%
144VISA INCV35$8,0510.00%
145ISHARES INC46434G103166$7,9000.00%
146SIXTH STREET SPECIALTY LENDITSLX384$7,8490.00%
147PALO ALTO NETWORKS INCPANW30$7,0340.00%
148CATERPILLAR INCCAT25$6,8250.00%
149SELECT SECTOR SPDR TR81369Y20951$6,5660.00%
150BLUE OWL CAPITAL CORPORATIONOWL463$6,4130.00%
151VANGUARD INDEX FDS92290874446$6,3450.00%
152VANGUARD INDEX FDS92290873623$6,2640.00%
153ACCENTURE PLC IRELANDACN20$6,1430.00%
154FIDELITY COVINGTON TRUST316092709108$5,8450.00%
155DIMENSIONAL ETF TRUST25434V799248$5,7910.00%
156ZOETIS INCZTS33$5,7420.00%
157VANGUARD INTL EQUITY INDEX F922042676145$5,6450.00%
158MANNKIND CORPMNKD1,348$5,5680.00%
159GARTNER INCIT16$5,4980.00%
160AIR PRODS & CHEMS INCAIIR19$5,3850.00%
161ISHARES TR46428780457$5,3770.00%
162MAIN STR CAP CORP56035L104132$5,3640.00%
163ABBVIE INCABBV35$5,2180.00%
164MARSH & MCLENNAN COS INC57174810227$5,1390.00%
165VANGUARD INDEX FDS92290836313$5,1060.00%
166ISHARES TR46432F84276$4,8910.00%
167ZOOM VIDEO COMMUNICATIONS INZM68$4,7560.00%
168MCDONALDS CORPMCD16$4,2160.00%
169SELECT SECTOR SPDR TR81369Y80325$4,0990.00%
170DISNEY WALT CO25468710649$3,9720.00%
171GLADSTONE INVT CORP376546107310$3,9500.00%
172INVESCO QQQ TRIVZ11$3,9410.00%
173SPDR SER TR78464A85478$3,9210.00%
174ISHARES TR46428746556$3,8600.00%
175LINDE PLCLIN9$3,3520.00%
176VANGUARD WORLD FDS92204A50414$3,2920.00%
177NOVO-NORDISK A SNONOF36$3,2740.00%
178TRAEGER INCCOOK1,187$3,2410.00%
179INVESCO QQQ TRIVZ9$3,2250.00%
180ROYAL BK CDA78008710236$3,1480.00%
181WASTE MGMT INC DEL94106L10920$3,0490.00%
182ABBOTT LABSABLZF30$2,9060.00%
183SERVICENOW INCNOW5$2,7950.00%
184TAIWAN SEMICONDUCTOR MFG LTD87403910032$2,7810.00%
185SONY GROUP CORPSNEJF32$2,6380.00%
186BLACKROCK INCBLK4$2,5860.00%
187COLUMBIA BKG SYS INC197236102126$2,5580.00%
188DIGITAL RLTY TR INC25386810321$2,5420.00%
189OLD REP INTL CORP68022310494$2,5330.00%
190LOCKHEED MARTIN CORPLMT6$2,4540.00%
191IRON MTN INC DEL46284V10141$2,4380.00%
192ISHARES TR46428710112$2,4080.00%
193CROWN CASTLE INCCCI26$2,3930.00%
194INTERNATIONAL BUSINESS MACHSINTR17$2,3860.00%
195MASTERCARD INCORPORATEDMA6$2,3760.00%
196ASML HOLDING N VASMLF4$2,3550.00%
197TOYOTA MOTOR CORPTOYOF13$2,3370.00%
198PALANTIR TECHNOLOGIES INCPLTR145$2,3200.00%
199DOW INCDOW44$2,2690.00%
200EXXON MOBIL CORPXOM19$2,2350.00%
201CRISPR THERAPEUTICS AGCRSP48$2,1790.00%
202AMGEN INCAMGN8$2,1510.00%
203VANGUARD INDEX FDS92290859510$2,1420.00%
204DIAGEO PLCDGEAF14$2,0890.00%
205WEC ENERGY GROUP INCWEC25$2,0140.00%
206PRICE T ROWE GROUP INCTROW19$1,9930.00%
207CLOROX CO DELCLX15$1,9660.00%
208KINDER MORGAN INC DELEP-PC117$1,9400.00%
209SPDR INDEX SHS FDS78463X88962$1,9230.00%
210EASTMAN CHEM COEMN25$1,9180.00%
211KELLANOVABEKE32$1,9050.00%
212CITIGROUP INCC-PR46$1,8920.00%
213HDFC BANK LTDHDB31$1,8300.00%
214VERIZON COMMUNICATIONS INCVZ55$1,7830.00%
215UNITED STATES STL CORP NEWUNTCW54$1,7540.00%
216AT&T INCT-PC115$1,7280.00%
217UNITED PARCEL SERVICE INCUPS11$1,7150.00%
218DIMENSIONAL ETF TRUST25434V73272$1,6790.00%
219REALTY INCOME CORPO33$1,6490.00%
220AON PLCAON5$1,6220.00%
221DRAFTKINGS INC NEWDKNG55$1,6200.00%
222VIATRIS INCVTRS157$1,5490.00%
223MSCI INCMSCI3$1,5400.00%
224HUNTINGTON BANCSHARES INCHBANP146$1,5190.00%
225NETFLIX INCNFLX4$1,5110.00%
226ISHARES TR46428827326$1,4690.00%
227DUKE ENERGY CORP NEWDUKB16$1,4130.00%
228DELTA AIR LINES INC DELDAL38$1,4060.00%
2293M COMMM15$1,4050.00%
230WALGREENS BOOTS ALLIANCE INC93142710863$1,4020.00%
231ILLINOIS TOOL WKS INC4523081096$1,3820.00%
232ETFIS SER TR I26923G30162$1,2170.00%
233LULULEMON ATHLETICA INCLULU3$1,1570.00%
234ROCKET LAB USA INCRKLB247$1,0820.00%
235SPDR INDEX SHS FDS78463X50931$1,0410.00%
236CANOO INC13803R1022,000$9800.00%
237BOEING COBA-PA5$9590.00%
238AUTOMATIC DATA PROCESSING INADP2$4820.00%
239SPDR SER TR78468R85312$4430.00%
240BANK NOVA SCOTIA HALIFAX0641491079$4110.00%
241SELECT SECTOR SPDR TR81369Y1005$3930.00%
242SPDR SER TR78468R7218$3500.00%
243SPDR INDEX SHS FDS78463X7499$3440.00%
244SPDR SER TR78464A66413$3400.00%
245TREVENA INC89532E208560$3380.00%
246SPDR INDEX SHS FDS78463X87111$3210.00%
247INVESCO ACTVELY MNGD ETC FDIVZ13$1950.00%
248GOPRO INCGPRO54$1700.00%
249PELOTON INTERACTIVE INCPTON29$1470.00%
250WABTEC9297401081$1070.00%
251UBER TECHNOLOGIES INCUBER1$460.00%
252UNDER ARMOUR INCUA1$70.00%
253CLOVER HEALTH INVESTMENTS COCLOV3$40.00%
254ALTITUDE ACQUISITION CORP02156Y11110$10.00%