Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002109247

Vistica Wealth Advisors, LLC

CARLSBAD, CA · File #028-26293

Latest AUM
$100.4M
Positions
45
Top-10 Concentration
72.3%
Filings
1

Sector Allocation

Technology
1.6%$1.6M
Energy
0.3%$307,589
Materials
0.3%$257,303
Healthcare
0.0%$33,000

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708535,865$21.2M21.12%
2EA SERIES TRUST02072L532608,817$14.2M14.12%
3DIMENSIONAL ETF TRUST25434V807131,403$6.6M6.53%
4DIMENSIONAL ETF TRUST25434V781164,860$6.3M6.24%
5DIMENSIONAL ETF TRUST25434V732163,805$5.4M5.39%
6VANGUARD SCOTTSDALE FDS92206C70681,203$4.9M4.85%
7DIMENSIONAL ETF TRUST25434V60968,325$4.1M4.05%
8DIMENSIONAL ETF TRUST25434V72481,691$3.8M3.79%
9DIMENSIONAL ETF TRUST25434V79995,596$3.3M3.28%
10VANGUARD BD INDEX FDS92193782737,631$3.0M2.95%
11DIMENSIONAL ETF TRUST25434V65894,939$2.5M2.50%
12DIMENSIONAL ETF TRUST25434V88076,107$2.5M2.48%
13VANGUARD MALVERN FDS92202080545,504$2.3M2.24%
14ISHARES TR46428715014,741$2.2M2.18%
15AMERICAN CENTY ETF TR02507280222,921$2.2M2.14%
16COLUMBIA BKG SYS INC19723610265,452$1.8M1.82%
17DIMENSIONAL ETF TRUST25434V40118,392$1.4M1.36%
18DIMENSIONAL ETF TRUST25434V66633,981$1.2M1.16%
19DIMENSIONAL ETF TRUST25434V83130,434$1.2M1.15%
20AMERICAN CENTY ETF TR0250728779,958$1.0M1.01%