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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 0001792851

Fiduciary Planning LLC

CORAL SPRINGS, FL · File #028-20098

Latest AUM
$329.5M
Positions
75
Top-10 Concentration
69.3%
Filings
12

Sector Allocation

Financials
31.0%$102.1M
Technology
5.2%$17.2M
Industrials
1.1%$3.6M
Healthcare
0.6%$2.0M
Energy
0.4%$1.4M
Utilities
0.1%$213,902

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WISDOMTREE TRWT559,505$50.0M15.52%
2FIRST TR EXCHNG TRADED FD VI33740F763502,052$28.4M8.82%
3VANGUARD MALVERN FDS922020805502,499$24.9M7.71%
4INVESCO ACTIVELY MANAGED EXCIVZ977,936$24.5M7.61%
5HARTFORD FDS EXCHANGE TRADED41653L602626,613$24.4M7.56%
6INVESCO EXCHANGE TRADED FD TIVZ136,541$16.1M5.00%
7VANECK ETF TRUST92189F67643,439$15.6M4.85%
8SELECT SECTOR SPDR TR81369Y803101,067$14.6M4.51%
9FIDELITY COVINGTON TRUST316092360252,018$13.4M4.17%
10ISHARES TR46428710133,412$11.5M3.55%
11FIRST TR EXCHANGE TRADED FD33738R70485,580$8.4M2.61%
12ISHARES TR46428878656,250$7.7M2.38%
13SPDR S&P 500 ETF TRSPY9,433$6.4M1.99%
14DBX ETF TR233051200123,779$6.0M1.85%
15ISHARES TR4642872008,651$5.9M1.84%
16INVESCO EXCHANGE TRADED FD TIVZ42,602$5.9M1.83%
17INVESCO EXCH TRADED FD TR IIIVZ41,662$5.0M1.54%
18VANECK ETF TRUST92189F60131,661$3.9M1.22%
19BROADCOM INCAVGO11,161$3.9M1.20%
20AMAZON COM INCAMZN16,196$3.7M1.16%