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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 0002049542

Martin Worley Group

COTTONWOOD HEIGHTS, UT · File #028-24994

Latest AUM
$205.3M
Positions
87
Top-10 Concentration
48.7%
Filings
3

Sector Allocation

Technology
2.0%$4.1M
Energy
0.5%$928,746
Healthcare
0.4%$749,798
Industrials
0.2%$429,070

Filing History

View all filings →

Top 20 Holdings — Jun 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290876976,113$23.1M12.35%
2DIMENSIONAL ETF TRUST25434V666309,250$9.6M5.12%
3DIMENSIONAL ETF TRUST25434V104223,965$9.5M5.06%
4VANGUARD STAR FDS921909768137,209$9.5M5.06%
5VANGUARD WELLINGTON FD92193540972,404$9.3M4.95%
6J P MORGAN EXCHANGE TRADED F46641Q647144,916$7.2M3.84%
7VANGUARD INDEX FDS92290873615,860$7.0M3.71%
8PIMCO ETF TR72201R81762,696$6.1M3.26%
9DIMENSIONAL ETF TRUST25434V302173,904$5.0M2.69%
10SCHWAB STRATEGIC TR808524797188,118$5.0M2.66%
11SCHWAB STRATEGIC TR808524672181,686$5.0M2.65%
12J P MORGAN EXCHANGE TRADED F46654Q71689,954$4.8M2.57%
13J P MORGAN EXCHANGE TRADED F46641Q159101,567$4.7M2.51%
14PIMCO ETF TR72201R86689,065$4.6M2.44%
15DIMENSIONAL ETF TRUST25434V765149,782$4.4M2.36%
16VANGUARD INTL EQUITY INDEX F92204285882,638$4.1M2.18%
17DIMENSIONAL ETF TRUST25434V203116,478$4.0M2.15%
18DIMENSIONAL ETF TRUST25434V773134,056$4.0M2.13%
19ISHARES TR46435G474132,404$3.6M1.92%
20DIMENSIONAL ETF TRUST25434V80781,944$3.5M1.87%