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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 0001932496

Sanford Advisory Services, LLC

PORTAGE, MI · File #028-22579

Latest AUM
$419.9M
Positions
119
Top-10 Concentration
63.5%
Filings
1

Sector Allocation

Healthcare
7.9%$33.4M
Technology
7.1%$29.7M
Financials
6.5%$27.2M
Industrials
0.6%$2.5M
Energy
0.3%$1.4M
Real Estate
0.1%$621,925

Filing History

View all filings →

Top 20 Holdings — Mar 2023

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR MSCI USA MIN VOL46429B697472,229$34.1M8.91%
2GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF437,897$33.3M8.72%
3ISHARES TR CORE S&P MCP ETF464287507136,286$33.0M8.62%
4ISHARES TR CORE S&P500 ETF46428720076,657$29.5M7.71%
5STRYKER CORPORATIONSYK116,485$28.5M7.45%
6ISHARES TR CORE DIV GRWTH46434V621545,970$27.3M7.14%
7APPLE INCORPORATEDAAPL189,490$24.6M6.44%
8ISHARES TRUST MSCI USA SMALL CAP46434V290222,935$11.1M2.90%
9ISHARES TR SELECT DIVID ETF46428716889,715$10.8M2.83%
10INVESCO S&P MIDCAP LOW VOLATILITY ETFIVZ198,244$10.6M2.77%
11VANGUARD SHORT-TERM BOND ETF921937827123,557$9.3M2.43%
12ISHARES INCORPORATED MSCI GBL MIN VOL46428652589,940$8.5M2.24%
13VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW92290836322,385$7.9M2.06%
14SCHWAB U.S. LARGE-CAP ETF808524201172,600$7.8M2.04%
15ISHARES TR CORE US AGGBD ET46428722677,038$7.5M1.95%
16ISHARES TR CORE S&P TTL STK46428715078,866$6.7M1.75%
17DIMENSIONAL ETF TRUST INTL VALUE ETF25434V807207,798$6.3M1.65%
18WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT144,450$5.9M1.55%
19JPMORGAN ULTRA-SHORT INCOME ETF46641Q83796,473$4.8M1.27%
20ISHARES TR NATIONAL MUN ETF46428841445,186$4.8M1.25%