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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 0001740842

Braun-Bostich & Associates Inc.

CANONSBURG, PA · File #028-18789

Latest AUM
$162.0M
Positions
125
Top-10 Concentration
46.1%
Filings
12

Sector Allocation

Financials
12.4%$20.0M
Technology
6.6%$10.7M
Healthcare
2.1%$3.4M
Industrials
1.1%$1.7M
Energy
0.8%$1.4M
Utilities
0.1%$236,138

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287432103,313$9.0M6.59%
2BLACKROCK ETF TRUSTBLK140,025$8.5M6.24%
3SPDR SERIES TRUST78464A508135,205$7.7M5.63%
4SPDR SERIES TRUST78464A40959,295$6.3M4.63%
5ISHARES INC46434G10393,321$6.3M4.59%
6ISHARES TR46432F33926,135$5.2M3.80%
7VANGUARD CHARLOTTE FDS92203J407105,603$5.1M3.74%
8ISHARES TR46428887771,302$5.1M3.73%
9ISHARES TR46428710114,367$4.9M3.61%
10VANGUARD SCOTTSDALE FDS92206C87056,926$4.8M3.49%
11FIRST TR EXCHANGE TRADED FD33738R50665,552$4.6M3.34%
12VANGUARD INDEX FDS9229083636,310$4.0M2.90%
13FIRST TR EXCHANGE-TRADED FD33739Q20074,141$3.7M2.71%
14MICROSOFT CORPMSFT6,466$3.1M2.29%
15BLACKROCK ETF TRUST IIBLK58,968$3.1M2.28%
16BLACKROCK ETF TRUSTBLK79,589$3.1M2.25%
17BLACKROCK ETF TRUSTBLK86,544$2.9M2.11%
18ISHARES TR46432F39611,497$2.9M2.11%
19NVR INCNVR385$2.8M2.06%
20ISHARES TR46428858826,109$2.5M1.82%