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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 0002000314

United Community Bank

Greenville, SC · File #028-23442

Latest AUM
$264.5M
Positions
552
Top-10 Concentration
54.5%
Filings
9

Sector Allocation

Technology
11.0%$29.2M
Financials
10.1%$26.8M
Healthcare
4.8%$12.6M
Industrials
3.0%$7.9M
Energy
2.6%$7.0M
Materials
0.5%$1.3M
Utilities
0.4%$1.0M
Real Estate
0.1%$337,370

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1BERKSHIRE HATHAWAY INC DEL CL B NEW COMBRK-A57,516$28.9M15.53%
2ISHARES GOLD TR SHARES REPRESENT ETFIAU389,667$16.8M9.00%
3INVESCO EXCHANGE TRADED FD TR ETFIVZ480,266$11.0M5.89%
4ISHARES MSCI EAFE ETF46428746596,617$9.3M4.98%
5MICROSOFT CORP COMMSFT18,425$8.9M4.79%
6ISHARES TR CORE S&P500 ETF46428720012,027$8.2M4.43%
7ISHARES CORE S&P MIDCAP ETF46428750778,379$5.2M2.78%
8VANGUARD TOTAL STOCK MARKET ETF92290876913,336$4.5M2.40%
9VANGUARD EXTENDED MARKET ETF92290865221,332$4.5M2.40%
10APPLE INC COMAAPL15,714$4.3M2.30%
11ISHARES GOLD TR ISHARES NEW ETFIAU50,686$4.1M2.21%
12NVIDIA CORPORATION COMNVDA21,970$4.1M2.20%
13VANGUARD GROWTH ETF9229087367,128$3.5M1.87%
14INVESCO EXCHANGE TRADED FD TR S&P500IVZ44,685$3.4M1.80%
15JPMORGAN CHASE & COVYLD9,736$3.1M1.69%
16ISHARES CORE S&P SMALL CAP ETF46428780425,889$3.1M1.67%
17VANGUARD TOTAL INTL STOCK ET92190976838,876$2.9M1.58%
18ALPHABET INC CAP STK CL CGOOG8,262$2.6M1.39%
19CISCO SYSTEMS INCCSCO32,505$2.5M1.35%
20HOME DEPOT INCHD7,212$2.5M1.33%