Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001819679

Milestone Advisory Partners

Southern Pines, NC · File #028-20309

Latest AUM
$120.2M
Positions
70
Top-10 Concentration
56.2%
Filings
4

Sector Allocation

Financials
18.1%$21.7M
Technology
2.5%$3.0M
Healthcare
0.8%$968,175
Industrials
0.3%$314,457
Energy
0.2%$249,270
Consumer Staples
0.2%$220,272
Utilities
0.2%$220,566

Filing History

View all filings →

Top 20 Holdings — Dec 2023

#IssuerTickerSharesValue% of Portfolio
1SCHWAB STRATEGIC TR808524797239,323$16.9M14.70%
2VANGUARD WELLINGTON FD92193580571,265$7.1M6.19%
3VANGUARD WORLD FDS92204A20737,822$6.9M6.00%
4VANGUARD INDEX FDS92290873623,998$6.5M5.67%
5FIRST TR EXCHANGE-TRADED FD33738R118105,725$5.9M5.15%
6INVESCO EXCH TRADED FD TR IIIVZ93,468$5.5M4.77%
7INVESCO EXCHANGE TRADED FD TIVZ88,278$4.4M3.85%
8SELECT SECTOR SPDR TR81369Y50644,683$4.0M3.51%
9VANGUARD WELLINGTON FD92193540940,768$3.9M3.40%
10INVESCO EXCHANGE TRADED FD TIVZ88,763$3.4M2.95%
11VANGUARD WHITEHALL FDS92194640630,823$3.2M2.76%
12ISHARES TR4642875159,330$3.2M2.76%
13ISHARES TR46428783824,937$3.2M2.73%
14SELECT SECTOR SPDR TR81369Y88647,701$2.8M2.44%
15SELECT SECTOR SPDR TR81369Y60582,871$2.7M2.39%
16ISHARES TR46429B69736,469$2.6M2.29%
17ISHARES TR46428715028,017$2.6M2.29%
18APPLE INCAAPL15,413$2.6M2.29%
19ISHARES TR4642875496,753$2.6M2.24%
20INVESCO EXCHANGE TRADED FD TIVZ30,825$2.4M2.06%