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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 0001906967

Evolution Advisers, Inc.

RICHMOND, VA · File #028-21683

Latest AUM
$230,944
Positions
170
Top-10 Concentration
82.9%
Filings
12

Sector Allocation

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TAX-MANAGED FDS921943858601,143$37,55316.61%
2VANGUARD INDEX FDS92290873671,017$34,64615.33%
3VANGUARD INDEX FDS922908744131,486$25,11211.11%
4VANGUARD CHARLOTTE FDS92203J407458,070$22,1339.79%
5VANGUARD BD INDEX FDS921937827233,077$18,3688.13%
6VANGUARD INTL EQUITY INDEX F922042858263,963$14,1906.28%
7VANGUARD SCOTTSDALE FDS92206C771217,033$10,2174.52%
8VANGUARD BD INDEX FDS921937793127,930$8,8933.93%
9VANGUARD INDEX FDS92290875131,866$8,2193.64%
10VANGUARD BD INDEX FDS921937819103,833$8,0863.58%
11NUSHARES ETF TRNU187,792$6,7993.01%
12NUSHARES ETF TRNU31,757$3,1051.37%
13NUSHARES ETF TRNU123,622$2,7631.22%
14NUSHARES ETF TRNU61,179$2,7561.22%
15NUSHARES ETF TRNU63,377$2,2541.00%
16ISHARES TR46435G67236,482$1,8240.81%
17INVESCO EXCHANGE TRADED FD TIVZ24,300$1,6160.71%
18SCHWAB STRATEGIC TR80852420158,899$1,5840.70%
19VANGUARD INDEX FDS9229083632,498$1,5660.69%
20APPLE INCAAPL5,419$1,4730.65%