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 0001840760

Financial Network Wealth Management LLC

DRAPER, UT · File #028-20698

Latest AUM
$325,220
Positions
116
Top-10 Concentration
69.3%
Filings
11

Sector Allocation

Technology
23.5%$76,303
Financials
3.6%$11,667
Industrials
1.2%$3,805
Healthcare
0.7%$2,413
Energy
0.1%$457
Utilities
0.1%$434
Real Estate
0.1%$241

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES ESG AWARE MSCI EAFE ETF46435G516409,651$38,95313.04%
2STATE STREET SPDR S&P 500 ESG ETF78468R531487,666$32,25910.80%
3NVIDIA CORPORATION COMNVDA140,096$26,1278.74%
4VANGUARD ESG U.S. STOCK ETF921910733185,828$22,4777.52%
5ISHARES ESG AWARE US AGGREGATE BOND ETF46435U549438,835$20,9987.03%
6APPLE INC COMAAPL68,786$18,7006.26%
7MICROSOFT CORP COMMSFT31,295$15,1355.06%
8VANGUARD CORE BOND ETF922020748171,454$13,3554.47%
9ISHARES MSCI USA QUALITY GARP ETF46436E403147,659$10,0553.36%
10STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF78464A508160,999$9,1463.06%
11FLEXSHARES HIGH YIELD VALUE-SCORED BOND INDEX FUNDFLEX174,362$7,1022.38%
12ISHARES CORE S&P 500 ETF4642872009,108$6,2382.09%
13INVESCO QQQ TRUST SERIES IIVZ9,168$5,6321.88%
14FLEXSHARES STOXX US ESG SELECT INDEX FUNDFLEX33,293$5,2681.76%
15ISHARES ESG OPTIMIZED MSCI USA ETF46428880234,679$4,8321.62%
16ISHARES U.S. TREASURY BOND ETF46429B267177,969$4,0971.37%
17ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F83440,631$3,4391.15%
18STATE STREET SPDR S&P 500 ETFSPY4,971$3,3991.14%
19VANGUARD S&P 500 ETF9229083635,300$3,3241.11%
20NORFOLK SOUTHN CORP COM6558441089,586$2,7670.93%