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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 0001802459

CWS Financial Advisors, LLC

Kalamazoo, MI · File #028-20009

Latest AUM
$368.3M
Positions
150
Top-10 Concentration
70.5%
Filings
12

Sector Allocation

Healthcare
25.5%$94.0M
Technology
7.9%$29.3M
Financials
4.1%$15.2M
Industrials
1.7%$6.4M
Energy
0.7%$2.7M
Utilities
0.6%$2.3M
Materials
0.2%$852,402

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1STRYKER CORPORATIONSYK252,176$88.6M27.66%
2VANGUARD INDEX FDS92290836344,193$27.7M8.65%
3ISHARES TR464287804170,351$20.5M6.39%
4APPLE INCAAPL63,058$17.1M5.35%
5VANGUARD STAR FDS921909768192,667$14.5M4.54%
6VANGUARD INDEX FDS92290873625,878$12.6M3.94%
7VANGUARD SPECIALIZED FUNDS92190884454,630$12.0M3.75%
8VANGUARD INDEX FDS92290874459,763$11.4M3.56%
9VANGUARD INDEX FDS92290876933,541$11.2M3.51%
10INVESCO QQQ TRIVZ16,200$10.0M3.11%
11MICROSOFT CORPMSFT18,016$8.7M2.72%
12CAPITAL GROUP GROWTH ETF14020G101125,820$5.6M1.75%
13VANGUARD INDEX FDS92290875116,863$4.3M1.36%
14SPDR S&P 500 ETF TRSPY5,896$4.0M1.25%
15VANGUARD SCOTTSDALE FDS92206C10264,626$3.8M1.18%
16CAPITAL GROUP CORE BALANCED14021D107107,249$3.8M1.18%
17ISHARES TR4642872005,003$3.4M1.07%
18ISHARES TR46432F84236,572$3.3M1.02%
19VANGUARD INDEX FDS92290862910,769$3.1M0.98%
20SCHWAB STRATEGIC TR808524797104,151$2.9M0.89%