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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 0002015425

WALDEN WEALTH PARTNERS LLC

BEACHWOOD, OH · File #028-24020

Latest AUM
$179.2M
Positions
87
Top-10 Concentration
67.5%
Filings
3

Sector Allocation

Technology
18.9%$33.8M
Financials
1.6%$2.8M
Healthcare
1.4%$2.5M
Industrials
1.2%$2.1M
Materials
0.5%$939,184

Filing History

View all filings →

Top 20 Holdings — Jun 2024

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708840,299$27.1M16.06%
2MICROSOFT CORPMSFT46,425$20.7M12.30%
3ISHARES TR464287226116,038$11.3M6.68%
4DIMENSIONAL ETF TRUST25434V401169,322$10.0M5.91%
5DIMENSIONAL ETF TRUST25434V104249,371$9.3M5.54%
6DIMENSIONAL ETF TRUST25434V765341,981$9.0M5.34%
7VANGUARD WORLD FD92191084066,481$7.9M4.67%
8APPLE INCAAPL36,789$7.7M4.59%
9DIMENSIONAL ETF TRUST25434V831174,403$5.6M3.31%
10DIMENSIONAL ETF TRUST25434V880203,356$5.2M3.06%
11VANGUARD INDEX FDS92290873612,536$4.7M2.78%
12DIMENSIONAL ETF TRUST25434V203135,083$4.0M2.38%
13ALPHABET INCGOOG18,647$3.4M2.03%
14GOLDMAN SACHS ETF TRNVGLF29,020$2.9M1.72%
15DIMENSIONAL ETF TRUST25434V757111,306$2.9M1.72%
16PROCTER AND GAMBLE CO74271810916,191$2.7M1.58%
17ACCENTURE PLC IRELANDACN8,663$2.6M1.56%
18BERKSHIRE HATHAWAY INC DELBRK-A5,560$2.3M1.34%
19SPDR S&P 500 ETF TRSPY3,482$1.9M1.12%
20ADOBE INCADBE3,381$1.9M1.11%