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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 0001559832

Estate Counselors, LLC

Thiensville, WI · File #028-15056

Latest AUM
$1.19B
Positions
90
Top-10 Concentration
75.5%
Filings
12

Sector Allocation

Technology
3.3%$40.0M
Financials
1.0%$12.3M
Healthcare
0.4%$5.1M
Industrials
0.4%$4.8M
Energy
0.2%$2.9M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ETF SER SOLUTIONS26922B51912,380,359$370.4M32.44%
2ETF SER SOLUTIONS26922B49312,264,277$345.4M30.25%
3VANGUARD STAR FDS921909768527,003$39.8M3.48%
4SELECT SECTOR SPDR TR81369Y209105,633$16.4M1.43%
5SELECT SECTOR SPDR TR81369Y100350,837$15.9M1.39%
6SELECT SECTOR SPDR TR81369Y308201,067$15.6M1.37%
7SELECT SECTOR SPDR TR81369Y803107,575$15.5M1.36%
8VANGUARD BD INDEX FDS921937835200,440$14.8M1.30%
9VANGUARD WORLD FD92204A306113,420$14.3M1.25%
10VANGUARD INDEX FDS92290876941,486$13.9M1.22%
11ISHARES TR464288653117,565$12.0M1.05%
12SPDR SERIES TRUST78464A359133,300$11.9M1.04%
13ISHARES TR464287440116,190$11.2M0.98%
14ISHARES TR464288588116,565$11.1M0.97%
15VANGUARD WORLD FD92204A40582,403$11.0M0.96%
16ISHARES TR464288281112,530$10.8M0.95%
17VANGUARD SCOTTSDALE FDS92206C813141,405$10.7M0.94%
18SELECT SECTOR SPDR TR81369Y40785,610$10.2M0.90%
19SELECT SECTOR SPDR TR81369Y85283,221$9.8M0.86%
20SELECT SECTOR SPDR TR81369Y70460,770$9.4M0.83%