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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 0001949824

Essential Planning, LLC.

PORTSMOUTH, NH · File #028-22673

Latest AUM
$313.6M
Positions
90
Top-10 Concentration
68.2%
Filings
12

Sector Allocation

Healthcare
3.3%$10.5M
Technology
1.8%$5.5M
Financials
0.6%$1.8M
Industrials
0.2%$607,671

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V1041,166,386$54.6M18.18%
2VANGUARD BD INDEX FDS921937835736,279$54.5M18.17%
3VANGUARD INDEX FDS92290876963,036$21.1M7.04%
4DIMENSIONAL ETF TRUST25434V203510,887$19.5M6.49%
5DIMENSIONAL ETF TRUST25434V872246,127$10.5M3.49%
6ELI LILLY & COLLY9,724$10.4M3.48%
7DIMENSIONAL ETF TRUST25434V864205,188$9.8M3.28%
8J P MORGAN EXCHANGE TRADED F46654Q773161,716$8.5M2.82%
9DIMENSIONAL ETF TRUST25434V302244,098$8.0M2.65%
10DIMENSIONAL ETF TRUST25434V708200,754$7.9M2.65%
11VANGUARD BD INDEX FDS92193782795,869$7.6M2.52%
12DIMENSIONAL ETF TRUST25434V625101,515$7.5M2.49%
13SPDR S&P 500 ETF TRSPY10,143$6.9M2.30%
14ISHARES TR4642872009,352$6.4M2.13%
15VANGUARD MALVERN FDS922020805115,356$5.7M1.90%
16ISHARES TR46428858853,431$5.1M1.69%
17VANGUARD INDEX FDS92290859516,203$4.9M1.63%
18FIDELITY MERRIMACK STR TR31618830991,614$4.2M1.41%
19PIMCO ETF TR72201R77543,141$4.0M1.34%
20VANGUARD TAX-MANAGED FDS92194385860,308$3.8M1.26%