Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002049750

Kaufman Rossin Wealth, LLC

Miami, FL · File #028-24592

Latest AUM
$192.0M
Positions
157
Top-10 Concentration
71.0%
Filings
5

Sector Allocation

Technology
10.5%$20.2M
Healthcare
4.3%$8.2M
Industrials
2.3%$4.4M
Financials
1.0%$1.9M
Energy
0.4%$699,009
Materials
0.3%$532,682

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1EA SERIES TRUST02072L5321,240,724$28.9M18.25%
2ISHARES TR464287150125,041$18.6M11.74%
3AMERICAN CENTY ETF TR025072802167,100$15.7M9.91%
4DIMENSIONAL ETF TRUST25434V732337,708$11.2M7.05%
5DIMENSIONAL ETF TRUST25434V831224,726$8.5M5.40%
6ISHARES TR46435G32686,273$7.1M4.49%
7DIMENSIONAL ETF TRUST25434V765215,584$6.8M4.31%
8DIMENSIONAL ETF TRUST25434V708168,990$6.7M4.22%
9VANGUARD SCOTTSDALE FDS92206C70676,229$4.6M2.88%
10DIMENSIONAL ETF TRUST25434V781114,579$4.4M2.75%
11APPLE INCAAPL13,129$3.6M2.25%
12VANGUARD INDEX FDS9229087699,564$3.2M2.02%
13NVIDIA CORPORATIONNVDA15,391$2.9M1.81%
14DIMENSIONAL ETF TRUST25434V80754,961$2.7M1.73%
15DIMENSIONAL ETF TRUST25434V86444,113$2.1M1.34%
16ADOBE INCADBE5,493$1.9M1.21%
17DIMENSIONAL ETF TRUST25434V10432,810$1.5M0.97%
18AMERICAN CENTY ETF TR02507287713,665$1.4M0.88%
19VANGUARD MALVERN FDS92202080527,885$1.4M0.87%
20MICROSOFT CORPMSFT2,555$1.2M0.78%