Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001736535

Sherman Asset Management, Inc.

VENTURA, CA · File #028-24771

Latest AUM
$118.1M
Positions
144
Top-10 Concentration
66.9%
Filings
5

Sector Allocation

Technology
8.7%$10.3M
Healthcare
1.8%$2.1M
Financials
1.4%$1.6M
Real Estate
0.4%$429,459
Industrials
0.1%$113,503
Energy
0.0%$1,140

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES CORE S&P 500 ETF46428720032,749$22.4M20.27%
2VANGUARD TOTAL STOCK MARKET ETF92290876935,525$11.9M10.76%
3ISHARES CORE S&P SMALL CAP ETF46428780468,917$8.3M7.48%
4STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y80356,670$8.2M7.37%
5ALPHABET INC CAP STK CL AGOOG21,382$6.7M6.05%
6APPLE INC COMAAPL13,813$3.8M3.39%
7MICROSOFT CORP COMMSFT7,300$3.5M3.19%
8META PLATFORMS INC CL AMETA5,137$3.4M3.06%
9VANGUARD TOTAL BOND MARKET ETF92193783543,443$3.2M2.91%
10FIRST TRUST NASDAQ CYBERSECURITY ETF33734X84637,020$2.6M2.39%
11TESLA INC COMTSLA5,241$2.4M2.13%
12ISHARES CORE S&P MID-CAP ETF46428750735,646$2.4M2.13%
13SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X88948,370$2.1M1.94%
14VANGUARD REAL ESTATE ETF92290855323,144$2.0M1.85%
15AMAZON COM INC COMAMZN8,363$1.9M1.74%
16STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R85338,321$1.8M1.62%
17TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391004,788$1.5M1.31%
18SCHWAB US TIPS ETF80852487054,669$1.4M1.31%
19STATE STR SPDR S&P 500 ETF TR TR UNITSPY1,920$1.3M1.18%
20STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF81369Y4079,509$1.1M1.03%