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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

von Borstel & Associates, Inc.

Quarter ended Q4 2025 · Filed February 12, 2026 · Accession 0002041065-26-000001

Total Value
$426,637
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V7083,424,288$135,56731.78%
2DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF25434V5831,388,442$75,07317.60%
3DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF25434V7991,386,573$47,78111.20%
4DIMENSIONAL US SMALL CAP VALUE ETF25434V815837,440$27,5436.46%
5DIMENSIONAL US HIGH PROFITABILITY ETF25434V831718,420$27,3216.40%
6DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880537,276$17,5854.12%
7DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF25434V732514,087$17,0063.99%
8DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF25434V781429,849$16,3343.83%
9DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF25434V765492,880$15,6073.66%
10DIMENSIONAL SHORT-DURATION FIXED INCOME ETF25434V864197,672$9,4782.22%
11DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF25434V757264,111$8,5172.00%
12DIMENSIONAL EMERGING MARKETS VALUE ETF25434V740252,041$8,5031.99%
13DIMENSIONAL GLOBAL REAL ESTATE ETF25434V658171,264$4,5241.06%
14GREENBRIER COS INC COM39365710138,578$1,8030.42%
15APPLE INC COMAAPL5,088$1,3830.32%
16JPMORGAN CHASE & CO COMVYLD3,666$1,1810.28%
17DIMENSIONAL US SUSTAINABILITY CORE 1 ETF25434V71624,373$1,0580.25%
18ELI LILLY & CO COMLLY957$1,0280.24%
19CHEVRON CORPORATION COMCVX5,413$8240.19%
20INTERNATIONAL BUSINESS MACHS COMINTR2,483$7350.17%
21TESLA INC COMTSLA1,520$6830.16%
22PACCAR INC COMPCAR5,792$6420.15%
23DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF25434V69013,103$5610.13%
24ISHARES CORE S&P 500 ETF464287200768$5260.12%
25COSTCO WHOLESALE CORPORATION COM22160K105607$5230.12%
26DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF25434V6749,432$4880.11%
27BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A934$4690.11%
28BROADCOM INC COMAVGO1,322$4570.11%
29INVESCO QQQ TRUST SERIES IIVZ694$4260.10%
30ARISTA NETWORKS INC COM SHSANET2,919$3820.09%
31MICROSOFT CORP COMMSFT712$3440.08%
32SHOPIFY INC CL A SUB VTG SHSSHOP1,919$3080.07%
33MASTERCARD INCORPORATED CL AMA503$2870.07%
34STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF78464A4092,629$2800.07%
35WELLS FARGO & CO COM9497461012,950$2740.06%
36NIKE INC CL BNKE3,917$2510.06%
37GE AEROSPACE COM NEW369604301793$2440.06%
38PROCTER & GAMBLE CO COM7427181091,559$2230.05%
39HOME DEPOT INC COMHD616$2110.05%
40EATON CORP PLC SHSETN653$2070.05%