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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 0001600085

American Money Management, LLC

Rancho Santa Fe, CA · File #028-15963

Latest AUM
$636.3M
Positions
166
Top-10 Concentration
43.1%
Filings
12

Sector Allocation

Technology
15.8%$100.4M
Financials
7.2%$46.0M
Healthcare
4.0%$25.5M
Industrials
2.6%$16.5M
Energy
2.0%$12.6M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Vanguard Short-Term Treasury ETF92206C102673,039$39.5M7.01%
2Vanguard Short-Term Corporate Bond ETF92206C409438,852$35.0M6.21%
3Apple Computer IncAAPL122,370$33.3M5.90%
4Microsoft CorpMSFT61,050$29.5M5.24%
5Vanguard Intermediate Term Bond921937819274,769$21.4M3.80%
6Vanguard FTSE Developed Markets921943858340,598$21.3M3.78%
7JPMorgan Core Plus Bond ETF46641Q670445,324$21.1M3.74%
8Google Inc Class CGOOG45,254$14.2M2.52%
9Ishares 0-5 Year Tips46429B747138,281$14.2M2.51%
10Visa Inc.V38,198$13.4M2.38%
11Mastercard IncMA23,060$13.2M2.34%
12J P Morgan Chase & CoVYLD40,292$13.0M2.30%
13Schwab US LargeCap ETF808524201449,535$12.1M2.15%
14SPDR MSCI USA StrategicFactors ETF78468R81267,674$11.8M2.09%
15General Electric Company36960430136,868$11.4M2.02%
16JPMorgan Emerging Markets ETF46641Q308186,472$11.3M2.01%
17Vanguard Total Stock Mkt Fd92290876933,398$11.2M1.99%
18IntuitINTU16,044$10.6M1.89%
19Costco Whsl Corp New22160K10512,020$10.4M1.84%
20AbbVie Inc ComABBV43,989$10.1M1.78%