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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 0001548136

Broussard Financial Group LLC

KAPLAN, LA · File #028-26037

Latest AUM
$123.3M
Positions
34
Top-10 Concentration
80.7%
Filings
1

Sector Allocation

Materials
31.0%$38.2M
Financials
21.1%$26.1M
Energy
1.0%$1.2M
Technology
0.2%$243,744

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WISDOMTREE TRWT343,170$17.3M14.00%
2INNOVATOR ETFS TRUSTINHD393,223$15.7M12.73%
3ISHARES GOLD TRIAU167,467$13.6M11.02%
4INNOVATOR ETFS TRUSTINHD380,927$13.3M10.77%
5INNOVATOR ETFS TRUSTINHD291,183$9.2M7.47%
6SIMPLIFY EXCHANGE TRADED FUN82889N657346,142$7.6M6.15%
7WISDOMTREE TRWT171,121$7.5M6.11%
8SPDR SERIES TRUST78464A50896,085$5.5M4.43%
9SELECT SECTOR SPDR TR81369Y886119,426$5.1M4.13%
10INVESCO CURRENCYSHARES JAPAN46138W10781,594$4.8M3.88%
11ISHARES SILVER TRSLV73,607$4.7M3.84%
12ISHARES TR46429B66337,745$4.6M3.72%
13ISHARES TR4642872002,975$2.0M1.65%
14ISHARES BITCOIN TRUST ETFIBIT40,890$2.0M1.65%
15SPDR SERIES TRUST78468R66316,484$1.5M1.22%
16CHEVRON CORP NEWCVX8,050$1.2M0.99%
17ISHARES TR46434V86022,137$1.1M0.91%
18VANGUARD SCOTTSDALE FDS92206C10214,124$829,5030.67%
19VANECK ETF TRUST92189F1066,979$598,5890.49%
20INVESCO EXCH TRADED FD TR IIIVZ7,981$570,0030.46%