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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 0002050660

VSM Wealth Advisory, LLC

HUNT VALLEY, MD · File #028-24878

Latest AUM
$333.0M
Positions
455
Top-10 Concentration
59.8%
Filings
5

Sector Allocation

Technology
2.4%$7.9M
Energy
1.1%$3.6M
Healthcare
0.9%$2.9M
Financials
0.7%$2.5M
Utilities
0.5%$1.8M
Industrials
0.5%$1.5M
Materials
0.0%$153,767
Real Estate
0.0%$15,294

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD LARGE CAP ETF922908637165,337$52.0M17.35%
2VANGUARD SHORT TERM COR BD ETF92206C409259,590$20.7M6.90%
3VANGUARD MEGA CAP ETF92191087369,539$17.5M5.82%
4VANGUARD TOTAL STOCK MARKET ETF92290876947,226$15.8M5.28%
5VANGUARD HIGH DIVIDEND YIELD ETF921946406101,238$14.5M4.84%
6VANGUARD SMALL CAP ETF92290875153,889$13.9M4.63%
7VANGUARD MID CAP ETF92290862941,168$11.9M3.98%
8VANGUARD FTSE ALL WORLD EX US ETF922042775154,702$11.4M3.79%
9VANGUARD GROWTH ETF92290873622,538$11.0M3.67%
10VANGUARD VALUE ETF92290874455,036$10.5M3.50%
11DIMENSIONAL US CORE EQUITY MARKT ETF25434V104214,547$10.0M3.34%
12SCHWAB US BROAD MARKET ETF808524102358,978$9.4M3.14%
13SCHWAB US LARGE CAP ETF808524201335,557$9.0M3.01%
14DIMENSIONAL US EQUITY MARKET ETF25434V401119,293$8.8M2.95%
15VANGUARD FTSE DEVELOPED MARKETS ETF921943858136,321$8.5M2.84%
16DIMENSIONAL U S CORE EQUITY 2 ETF25434V708211,021$8.4M2.78%
17VANGUARD EXTENDED MARKETETF92290865238,474$8.1M2.69%
18PIMCO ENHANCED SHRT MATURTY ACTV ETF72201R83344,622$4.5M1.49%
19VANGUARD S&P 500 ETF9229083636,740$4.2M1.41%
20SCHWAB US AGGREGATE BONDETF808524839175,508$4.1M1.37%