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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 0001907281

1620 INVESTMENT ADVISORS, INC.

PLYMOUTH, MA · File #028-22522

Latest AUM
$150.0M
Positions
647
Top-10 Concentration
39.0%
Filings
12

Sector Allocation

Technology
9.5%$14.2M
Healthcare
6.7%$10.0M
Financials
5.6%$8.3M
Industrials
4.2%$6.3M
Energy
2.5%$3.8M
Real Estate
2.2%$3.3M
Utilities
1.9%$2.9M
Materials
0.8%$1.2M

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF78464A375139,475$4.7M5.70%
2SPDR MSCI EAFE STRATEGICFACTORS ETF78463X43442,631$3.9M4.67%
3ISHARES 7-10 YEAR TREASURY BOND ETF46428744036,155$3.5M4.20%
4FREEDOM 100 EMERGING MARKETS ETF02072L60762,131$3.2M3.85%
5STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R101105,913$3.1M3.75%
6TRI CONTL CORP COM89543610392,338$3.0M3.64%
7AVANTIS EMERGING MARKETS VALUE ETF02507237250,525$2.9M3.56%
8JPMORGAN CHASE & CO. COMVYLD8,897$2.9M3.46%
9APPLE INC COMAAPL9,399$2.6M3.09%
10ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF46428864648,313$2.6M3.09%
11TJX COS INC NEW COM87254010916,093$2.5M2.99%
12SCHWAB US TIPS ETF80852487089,482$2.4M2.86%
13JANUS HENDERSON SECURITIZED INCOME ETF47103U74643,565$2.3M2.74%
14RTX CORPORATION COMRTX11,869$2.2M2.63%
15TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391007,011$2.1M2.57%
16MICROSOFT CORP COMMSFT4,160$2.0M2.43%
17ISHARES SHORT-TERM NATIONAL MUNI BOND ETF46428815816,843$1.8M2.17%
18ABBVIE INC COMABBV7,517$1.7M2.08%
19STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84839,087$1.6M1.90%
20VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F43752,607$1.5M1.87%