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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 0001736648

Campbell Wealth Management

ALEXANDRIA, VA · File #028-19262

Latest AUM
$1.1M
Positions
97
Top-10 Concentration
88.9%
Filings
9

Sector Allocation

Financials
2.5%$27,594
Technology
1.2%$13,576
Energy
0.5%$5,652
Healthcare
0.3%$3,911
Industrials
0.2%$2,285
Utilities
0.1%$1,183

Filing History

View all filings →

Top 20 Holdings — Dec 2024

#IssuerTickerSharesValue% of Portfolio
1SCHWAB STRATEGIC TR80852420115,779,897$365,77833.33%
2ISHARES TR4642872261,371,949$132,94212.11%
3SCHWAB STRATEGIC TR8085246985,681,777$125,39711.43%
4VANGUARD INDEX FDS922908736193,020$79,2237.22%
5SPDR DOW JONES INDL AVERAGE78467X109168,821$71,8336.54%
6VANGUARD BD INDEX FDS921937827863,284$66,7066.08%
7SELECT SECTOR SPDR TR81369Y704315,965$41,6323.79%
8SELECT SECTOR SPDR TR81369Y605756,328$36,5533.33%
9ISHARES TR46428720051,463$30,2952.76%
10SCHWAB STRATEGIC TR808524508922,911$25,5742.33%
11INVESCO EXCH TRD SLF IDX FDIVZ1,226,816$25,3342.31%
12ISHARES TR46428768962,225$20,7991.90%
13ISHARES TR46428762251,848$16,7031.52%
14ISHARES TR46436E71884,902$8,5170.78%
15APPLE INCAAPL22,810$5,7120.52%
16EXXON MOBIL CORPXOM44,587$4,7960.44%
17MICROSOFT CORPMSFT10,724$4,5200.41%
18SCHWAB STRATEGIC TR808524607153,540$3,9710.36%
19ISHARES TR46428765517,250$3,8120.35%
20SPDR S&P 500 ETF TRSPY3,671$2,1510.20%