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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 0002020560

Attessa Capital LLC

TUCSON, AZ · File #028-24669

Latest AUM
$182.9M
Positions
32
Top-10 Concentration
90.8%
Filings
5

Sector Allocation

Technology
1.2%$2.2M
Healthcare
0.3%$583,106
Energy
0.2%$436,834
Consumer Staples
0.2%$336,347
Financials
0.1%$290,560

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR S&P 500 ETF TRSPY85,733$58.5M31.96%
2VANGUARD TAX-MANAGED FDS921943858613,471$38.3M20.95%
3VANGUARD BD INDEX FDS921937835202,721$15.0M8.21%
4SELECT SECTOR SPDR TR81369Y80385,620$12.3M6.74%
5SCHWAB STRATEGIC TR808524854425,498$10.7M5.83%
6SCHWAB STRATEGIC TR808524201372,815$10.0M5.48%
7VANGUARD INDEX FDS92290836313,857$8.7M4.75%
8SCHWAB STRATEGIC TR808524805178,279$4.3M2.34%
9SELECT SECTOR SPDR TR81369Y85235,421$4.2M2.28%
10SELECT SECTOR SPDR TR81369Y40734,035$4.1M2.22%
11SCHWAB STRATEGIC TR808524680124,331$3.9M2.15%
12TESLA INCTSLA3,183$1.4M0.78%
13SCHWAB STRATEGIC TR80852479752,045$1.4M0.78%
14SCHWAB STRATEGIC TR80852410252,022$1.4M0.75%
15APPLE INCAAPL4,801$1.3M0.71%
16VANGUARD INTL EQUITY INDEX F9220427426,610$932,4700.51%
17VANGUARD INDEX FDS9229087691,863$624,6080.34%
18NVIDIA CORPORATIONNVDA3,331$621,2320.34%
19BERKSHIRE HATHAWAY INC DELBRK-A1,193$599,6610.33%
20ABBVIE INCABBV2,552$583,1060.32%