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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 0002042930

Prosperity Advisers, LLC

FORT WASHINGTON, PA · File #028-25955

Latest AUM
$121.1M
Positions
40
Top-10 Concentration
86.5%
Filings
1

Sector Allocation

Technology
3.6%$4.3M
Utilities
0.4%$456,077
Financials
0.2%$285,654
Healthcare
0.2%$245,443

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TAX-MANAGED FDS921943858492,880$30.8M25.42%
2VANGUARD INDEX FDS92290876954,526$18.3M15.09%
3VANGUARD INDEX FDS92290874481,481$15.6M12.85%
4VANGUARD INDEX FDS92290873631,530$15.4M12.70%
5VANGUARD INDEX FDS92290875131,129$8.0M6.63%
6VANGUARD INTL EQUITY INDEX F922042858126,884$6.8M5.63%
7VANGUARD INDEX FDS9229083635,404$3.4M2.80%
8SPDR SERIES TRUST78464A67280,103$2.3M1.91%
9VANGUARD SCOTTSDALE FDS92206C87026,159$2.2M1.81%
10VANGUARD SCOTTSDALE FDS92206C40924,941$2.0M1.64%
11ISHARES TR46428867915,167$1.7M1.38%
12AUTOMATIC DATA PROCESSING INADP5,185$1.3M1.11%
13NVIDIA CORPORATIONNVDA6,437$1.2M0.99%
14TESLA INCTSLA2,552$1.1M0.95%
15APPLE INCAAPL4,106$1.1M0.92%
16VANGUARD MALVERN FDS92202080520,888$1.0M0.85%
17AMAZON COM INCAMZN3,640$840,1850.69%
18MICROSOFT CORPMSFT1,423$688,3260.57%
19ALPHABET INCGOOG2,120$665,1310.55%
20VANGUARD SPECIALIZED FUNDS9219088442,233$490,7690.41%