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 0001541787

Nadler Financial Group, Inc.

DEERFIELD, IL · File #028-14666

Latest AUM
$1.08B
Positions
142
Top-10 Concentration
64.4%
Filings
12

Sector Allocation

Technology
5.6%$60.2M
Financials
1.9%$20.9M
Healthcare
0.8%$8.8M
Industrials
0.2%$2.5M
Energy
0.1%$1.3M
Utilities
0.1%$1.0M
Materials
0.0%$340,751

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Value ETF922908744502,189$95.9M9.27%
2Vanguard Mid-Cap ETF922908629287,558$83.5M8.06%
3Vanguard Total Stock Market ETF922908769231,435$77.6M7.50%
4Vanguard Growth ETF922908736142,785$69.7M6.73%
5Vanguard Russell 1000 Growth ETF92206C680529,869$64.5M6.23%
6Vanguard S&P 500 ETF922908363102,011$64.0M6.18%
7Schwab U.S. Large-Cap Growth ETF8085243001,927,577$62.9M6.07%
8iShares Russell 1000 Growth ETF464287614111,632$52.8M5.10%
9Schwab Fundamental International Equity ETF8085247551,068,140$48.3M4.67%
10iShares Core S&P U.S. Value ETF464287663458,335$47.0M4.54%
11iShares Core S&P Mid-Cap ETF464287507663,824$43.8M4.23%
12Vanguard FTSE Developed Markets ETF921943858699,065$43.7M4.22%
13iShares Russell 1000 Value ETF464287598138,327$29.1M2.81%
14iShares Core S&P 500 ETF46428720042,005$28.8M2.78%
15Apple IncAAPL104,989$28.5M2.76%
16Schwab U.S. Dividend Equity ETF808524797860,902$23.6M2.28%
17SPDR S&P 500 ETFSPY23,513$16.0M1.55%
18Microsoft CorpMSFT31,370$15.2M1.47%
19NVIDIA CorpNVDA66,988$12.5M1.21%
20Schwab U.S. Mid-Cap ETF808524508358,722$10.8M1.04%