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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

Institutional Manager · CIK 0002109614

Petersen Hastings Wealth Advisors Inc.

KENNEWICK, WA · File #028-26193

Latest AUM
$1.04B
Positions
76
Top-10 Concentration
85.6%
Filings
1

Sector Allocation

Technology
0.6%$6.1M
Healthcare
0.1%$1.3M
Energy
0.1%$856,219
Industrials
0.1%$591,584
Utilities
0.0%$503,846
Financials
0.0%$204,113

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V8724,387,901$186.7M18.08%
2AMERICAN CENTY ETF TR0250723491,972,949$149.5M14.47%
3DIMENSIONAL ETF TRUST25434V8312,861,752$108.8M10.54%
4ISHARES TR4642886381,889,073$101.8M9.85%
5VANGUARD INDEX FDS922908363114,916$72.1M6.98%
6AMERICAN CENTY ETF TR025072877596,453$60.8M5.89%
7VANGUARD BD INDEX FDS921937827749,957$59.1M5.72%
8DIMENSIONAL ETF TRUST25434V8071,123,945$56.1M5.43%
9AMERICAN CENTY ETF TR025072802508,993$47.8M4.63%
10DIMENSIONAL ETF TRUST25434V3021,271,792$41.4M4.01%
11DIMENSIONAL ETF TRUST25434V7651,240,129$39.3M3.80%
12DIMENSIONAL ETF TRUST25434V724516,437$24.1M2.33%
13VANGUARD MUN BD FDS922907746403,510$20.3M1.96%
14ISHARES TR46428740833,867$7.2M0.70%
15ISHARES TR4642872007,095$4.9M0.47%
16VANGUARD MALVERN FDS92202080590,582$4.5M0.43%
17ISHARES TR46428841436,698$3.9M0.38%
18APPLE INCAAPL10,465$2.8M0.28%
19VANGUARD INDEX FDS92290865213,375$2.8M0.27%
20SPDR SERIES TRUST78464A80533,140$2.7M0.26%