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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 0001802872

HBC Financial Services, PLLC

SEATTLE, WA · File #028-19866

Latest AUM
$163,196
Positions
202
Top-10 Concentration
91.2%
Filings
8

Sector Allocation

Filing History

View all filings →

Top 20 Holdings — Dec 2024

#IssuerTickerSharesValue% of Portfolio
1iShares Russell 1000 ETF464287622152,745$49,20830.70%
2iShares Core S&P Mid-Cap ETF464287507764,313$47,62429.71%
3iShares National Muni Bond ETF464288414143,173$15,2559.52%
4iShares Core US Aggregate Bond ETF464287226133,863$12,9718.09%
5Microsoft CorpMSFT16,041$6,7614.22%
6Starbucks CorpSBUX43,020$3,9252.45%
7Vanguard Small-Cap ETF92290875114,544$3,4942.18%
8Apple IncAAPL10,413$2,6071.63%
9Vanguard Total Stock Market ETF9229087698,309$2,4081.50%
10Vanguard Dividend Appreciation ETF9219088449,764$1,9121.19%
11Costco Wholesale Corp22160K1051,529$1,4100.88%
12iShares Core S&P 500 ETF4642872002,212$1,3020.81%
13Tesla IncTSLA2,722$1,0990.69%
14Amazon.com IncAMZN4,953$1,0960.68%
15Berkshire Hathaway Inc Class BBRK-A1,658$7510.47%
16Berkshire Hathaway Inc Class ABRK-A1$6800.42%
17Thermo Fisher Scientific IncTMO1,015$5280.33%
18Schwab US Dividend Equity ETF80852473018,455$5040.31%
19Walmart IncWMT5,500$4980.31%
20Lockheed Martin CorpLMT1,012$4910.31%