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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 0001983670

Rockwood Wealth Management, LLC

New Hope, PA · File #028-23305

Latest AUM
$1.34B
Positions
119
Top-10 Concentration
89.4%
Filings
16

Sector Allocation

Financials
0.2%$2.4M
Energy
0.0%$660,164
Technology
0.0%$654,795
Industrials
0.0%$251,370
Healthcare
0.0%$30,896

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V70811,598,734$459.2M34.90%
2AMERICAN CENTY ETF TR0250727032,935,460$241.6M18.37%
3ISHARES U S ETF TR46431W8382,191,159$110.3M8.38%
4DIMENSIONAL ETF TRUST25434V7322,093,063$69.2M5.26%
5SPDR SERIES TRUST78464A4742,240,542$67.7M5.14%
6AMERICAN CENTY ETF TR025072885575,849$64.4M4.89%
7DIMENSIONAL ETF TRUST25434V7991,742,063$60.0M4.56%
8AMERICAN CENTY ETF TR025072604530,658$40.9M3.11%
9SPDR SERIES TRUST78464A375941,586$31.8M2.42%
10ISHARES TR464288414296,324$31.7M2.41%
11DIMENSIONAL ETF TRUST25434V658901,221$23.8M1.81%
12VANGUARD INDEX FDS922908553179,054$15.8M1.20%
13VANGUARD INDEX FDS92290836317,140$10.7M0.82%
14VANGUARD INTL EQUITY INDEX F922042676228,015$10.5M0.79%
15VANGUARD INDEX FDS92290876917,073$5.7M0.44%
16ISHARES TR4642872007,823$5.4M0.41%
17ISHARES TR46428815849,462$5.3M0.40%
18DIMENSIONAL ETF TRUST25434V823166,799$3.8M0.29%
19DIMENSIONAL ETF TRUST25434V880103,148$3.4M0.26%
20VANGUARD INDEX FDS9229087366,396$3.1M0.24%