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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 0001963875

HTG Investment Advisors, Inc.

NEW CANAAN, CT · File #028-22921

Latest AUM
$325.5M
Positions
76
Top-10 Concentration
65.4%
Filings
12

Sector Allocation

Real Estate
5.5%$17.9M
Technology
1.5%$4.8M
Energy
0.5%$1.6M
Financials
0.4%$1.4M
Industrials
0.3%$1.2M
Consumer Staples
0.2%$644,171
Healthcare
0.1%$481,631

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708852,380$33.7M10.60%
2AMERICAN CENTY ETF TR025072885241,223$27.0M8.47%
3DIMENSIONAL ETF TRUST25434V799728,285$25.1M7.89%
4AMERICAN CENTY ETF TR025072703282,417$23.2M7.31%
5DIMENSIONAL ETF TRUST25434V880627,975$20.6M6.46%
6VANGUARD BD INDEX FDS921937827227,396$17.9M5.63%
7CBRE GROUP INCCBRE111,314$17.9M5.62%
8J P MORGAN EXCHANGE TRADED F46654Q724257,952$17.1M5.38%
9VANGUARD INDEX FDS92290874470,959$13.6M4.26%
10ISHARES TR464287226120,054$12.0M3.77%
11J P MORGAN EXCHANGE TRADED F46641Q647226,173$11.4M3.59%
12DIMENSIONAL ETF TRUST25434V732294,698$9.7M3.06%
13DIMENSIONAL ETF TRUST25434V104199,412$9.3M2.93%
14VANGUARD INDEX FDS92290873617,825$8.7M2.73%
15VANGUARD BD INDEX FDS92203C303123,182$6.1M1.93%
16AMERICAN CENTY ETF TR02507260475,432$5.8M1.83%
17DIMENSIONAL ETF TRUST25434V40157,907$4.3M1.35%
18VANGUARD SCOTTSDALE FDS92206C40950,158$4.0M1.26%
19AMERICAN CENTY ETF TR02507235690,972$4.0M1.24%
20VANGUARD BD INDEX FDS92193783553,332$4.0M1.24%