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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 0001599054

Bouchey Financial Group Ltd

TROY, NY · File #028-15804

Latest AUM
$1.33B
Positions
163
Top-10 Concentration
68.7%
Filings
12

Sector Allocation

Financials
26.4%$351.6M
Technology
6.7%$89.5M
Healthcare
0.4%$5.4M
Industrials
0.3%$4.6M
Materials
0.1%$1.2M
Energy
0.1%$830,082

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908363242,835$152.3M11.88%
2INVESCO EXCH TRADED FD TR IIIVZ587,964$148.7M11.60%
3INVESCO QQQ TRIVZ157,000$96.4M7.52%
4DIMENSIONAL ETF TRUST25434V8312,144,055$81.5M6.36%
5WISDOMTREE TRWT872,577$78.0M6.08%
6ISHARES TR464287226752,135$75.1M5.86%
7APPLE INCAAPL260,705$70.9M5.53%
8SCHWAB STRATEGIC TR8085247972,536,062$69.6M5.42%
9SCHWAB STRATEGIC TR8085241022,552,924$67.0M5.22%
10J P MORGAN EXCHANGE TRADED F46641Q670878,614$41.7M3.25%
11SCHWAB STRATEGIC TR8085248541,416,984$35.5M2.77%
12VANGUARD INDEX FDS922908629116,365$33.8M2.63%
13SCHWAB STRATEGIC TR8085246981,427,118$32.8M2.56%
14J P MORGAN EXCHANGE TRADED F46641Q332517,009$29.7M2.31%
15FIRST TR EXCHNG TRADED FD VI33740F367768,733$29.0M2.26%
16AMAZON COM INCAMZN112,780$26.0M2.03%
17INVESCO EXCHANGE TRADED FD TIVZ477,638$21.7M1.70%
18VANECK ETF TRUST92189F67650,823$18.3M1.43%
19FIRST TR EXCHNG TRADED FD VI33740U695448,716$17.6M1.37%
20VANECK BITCOIN ETFHODL686,899$17.0M1.32%