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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 0001793691

Relyea Zuckerberg Hanson LLC

STAMFORD, CT · File #028-19656

Latest AUM
$990.0M
Positions
262
Top-10 Concentration
60.6%
Filings
16

Sector Allocation

Technology
11.2%$111.3M
Financials
3.0%$30.2M
Healthcare
2.6%$25.9M
Industrials
1.5%$14.9M
Energy
0.5%$5.3M
Materials
0.2%$1.6M
Utilities
0.1%$665,962
Real Estate
0.0%$319,007

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908736243,326$118.7M14.56%
2VANGUARD INDEX FDS922908744460,805$88.0M10.80%
3ISHARES TR464287614117,900$55.8M6.85%
4ISHARES TR464287598207,859$43.7M5.36%
5SPDR SERIES TRUST78468R663462,338$42.2M5.18%
6VANGUARD TAX-MANAGED FDS921943858574,332$35.9M4.40%
7EA SERIES TRUST02072Q853601,072$33.1M4.06%
8MICROSOFT CORPMSFT56,123$27.1M3.33%
9APPLE INCAAPL95,637$26.0M3.19%
10NVIDIA CORPORATIONNVDA123,954$23.1M2.84%
11SPDR S&P 500 ETF TRSPY29,789$20.3M2.49%
12ISHARES TR46435G326207,406$17.1M2.10%
13ISHARES TR46436E718166,113$16.7M2.05%
14VANGUARD ADMIRAL FDS INC92193250529,238$13.0M1.59%
15ISHARES TR46435G42578,217$11.7M1.43%
16VANGUARD INDEX FDS92290876933,235$11.1M1.37%
17SELECT SECTOR SPDR TR81369Y80376,241$11.0M1.35%
18VANGUARD INDEX FDS92290836317,402$10.9M1.34%
19INVESCO QQQ TRIVZ17,211$10.6M1.30%
20VANGUARD ADMIRAL FDS INC92193270350,360$10.3M1.27%