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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 0001964829

Marmo Financial Group, LLC

Johnson City, TN · File #028-22873

Latest AUM
$211.3M
Positions
38
Top-10 Concentration
78.8%
Filings
12

Sector Allocation

Financials
13.0%$27.6M
Technology
0.8%$1.8M
Industrials
0.1%$309,400
Healthcare
0.1%$207,434

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY50,600$34.5M16.33%
2VANGUARD INDEX FDS92290873665,993$32.2M15.24%
3VANGUARD WORLD FD921910840150,749$21.3M10.07%
4INVESCO EXCH TRADED FD TR IIIVZ76,818$19.4M9.20%
5VANGUARD INDEX FDS92290861185,159$18.0M8.54%
6VANGUARD WORLD FD92204A405102,796$13.7M6.49%
7VANGUARD SCOTTSDALE FDS92206C813106,169$8.1M3.81%
8ISHARES TR464288646142,550$7.5M3.57%
9FIDELITY COVINGTON TRUST316092840109,552$6.2M2.94%
10J P MORGAN EXCHANGE TRADED F46641Q852111,271$5.4M2.56%
11SPDR SERIES TRUST78468R606213,908$5.1M2.40%
12SPDR SERIES TRUST78464A474163,284$4.9M2.33%
13J P MORGAN EXCHANGE TRADED F46641Q159101,639$4.7M2.23%
14VANGUARD BD INDEX FDS92193781954,342$4.2M2.00%
15INVESCO EXCHANGE TRADED FD TIVZ55,597$4.0M1.89%
16INVESCO QQQ TRIVZ5,785$3.6M1.68%
17ISHARES TR46428830739,533$3.2M1.49%
18J P MORGAN EXCHANGE TRADED F46641Q64756,896$2.9M1.36%
19ISHARES TR4642876145,903$2.8M1.32%
20SPDR SERIES TRUST78468R85338,429$1.8M0.85%