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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 0001590073

Arbor Investment Advisors, LLC

WINSTON SALEM, NC · File #028-15620

Latest AUM
$759.9M
Positions
111
Top-10 Concentration
77.5%
Filings
12

Sector Allocation

Financials
17.4%$132.3M
Technology
1.5%$11.6M
Industrials
0.2%$1.8M
Healthcare
0.2%$1.5M
Energy
0.1%$1.0M
Consumer Staples
0.1%$626,036

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1iShares Russell 1000 ETF464287622291,167$108.7M14.73%
2Invesco FTSE RAFI US 1000 ETFIVZ2,027,880$95.1M12.89%
3Vanguard FTSE Developed Markets ETF9219438581,452,866$90.8M12.30%
4iShares Treasury Floating Rate Bond ETF46434V8601,235,075$62.3M8.44%
5Vanguard Short-Term Bond ETF921937827614,693$48.4M6.56%
6iShares Core U.S. Aggregate Bond ETF464287226400,886$40.0M5.42%
7Invesco FTSE RAFI US 1500 Small-Mid ETFIVZ784,081$36.0M4.87%
8iShares TIPS Bond ETF464287176325,970$35.8M4.85%
9iShares MSCI EAFE ETF464287465289,862$27.8M3.77%
10Vanguard FTSE Emerging Markets ETF922042858501,853$27.0M3.66%
11JPMorgan Ultra-Short Income ETF46641Q837414,185$21.0M2.84%
12Vanguard Russell 1000 ETF92206C73052,932$16.4M2.22%
13Vanguard Total Bond Market ETF921937835200,979$14.9M2.02%
14iShares Russell 1000 Growth ETF46428761424,290$11.5M1.56%
15iShares Russell 2000 ETF46428765545,169$11.1M1.51%
16iShares Core MSCI EAFE ETF46432F842109,840$9.8M1.33%
17iShares Russell 1000 Value ETF46428759837,041$7.8M1.06%
18Vanguard Total World Stock Index ETF92204274241,918$5.9M0.80%
19iShares MSCI Emerging Markets ETF464287234107,352$5.9M0.80%
20PIMCO 1-5 Year U.S. TIPS Index ETF72201R20594,534$5.1M0.69%