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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 0002011052

Eaton-Cambridge Inc.

PHOENIX, AZ · File #028-23786

Latest AUM
$304.8M
Positions
45
Top-10 Concentration
92.2%
Filings
8

Sector Allocation

Technology
2.6%$8.0M
Healthcare
0.3%$987,001
Industrials
0.1%$320,880
Financials
0.1%$225,857
Energy
0.1%$212,864

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V7082,554,389$101.1M33.18%
2VANGUARD SCOTTSDALE FDS92206C409618,534$49.3M16.18%
3DIMENSIONAL ETF TRUST25434V7991,258,671$43.4M14.23%
4VANGUARD BD INDEX FDS921937835507,753$37.6M12.34%
5DIMENSIONAL ETF TRUST25434V732650,541$21.5M7.06%
6VANGUARD BD INDEX FDS921937827170,491$13.4M4.41%
7AMERICAN CENTY ETF TR02507288549,455$5.5M1.81%
8NVIDIA CORPORATIONNVDA18,445$3.4M1.13%
9APPLE INCAAPL11,518$3.1M1.03%
10VANGUARD MUN BD FDS92290774649,646$2.5M0.82%
11DIMENSIONAL ETF TRUST25434V20354,649$2.1M0.68%
12VANGUARD WELLINGTON FD92193587020,104$2.0M0.67%
13AMERICAN CENTY ETF TR02507268733,742$1.6M0.52%
14AMERICAN CENTY ETF TR02507270318,293$1.5M0.49%
15AMERICAN CENTY ETF TR02507260417,281$1.3M0.44%
16AMAZON COM INCAMZN5,276$1.2M0.40%
17ISHARES TR4642873099,739$1.2M0.39%
18MICROSOFT CORPMSFT2,206$1.1M0.35%
19AMERICAN CENTY ETF TR02507256223,267$975,4220.32%
20ELI LILLY & COLLY726$780,2180.26%