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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 0002054598

Freedom Financial Partners LLC

OAKDALE, MN · File #028-24964

Latest AUM
$274.9M
Positions
87
Top-10 Concentration
57.5%
Filings
5

Sector Allocation

Technology
7.5%$20.8M
Materials
1.1%$3.1M
Financials
0.9%$2.6M
Industrials
0.8%$2.1M
Healthcare
0.4%$1.1M
Consumer Staples
0.2%$528,953
Utilities
0.1%$299,926
Energy
0.1%$231,653

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290836343,038$27.0M10.33%
2AMERICAN CENTY ETF TR025072703253,232$20.8M7.98%
3AMERICAN CENTY ETF TR025072885182,744$20.4M7.82%
4APPLE INCAAPL57,044$15.5M5.93%
5VANGUARD INDEX FDS92290862947,017$13.6M5.22%
6CAPITAL GROUP INTERNATIONAL14021M107372,644$13.0M4.96%
7SSGA ACTIVE ETF TR78467V103328,724$10.3M3.96%
8VANGUARD INDEX FDS92290873620,624$10.1M3.85%
9AMERICAN CENTY ETF TR025072604128,924$9.9M3.80%
10VANGUARD INTL EQUITY INDEX F922042858179,160$9.6M3.69%
11CAPITAL GRP FIXED INCM ETF T14020Y102408,760$9.3M3.54%
12DIMENSIONAL ETF TRUST25434V708218,990$8.7M3.32%
13J P MORGAN EXCHANGE TRADED F46654Q73292,784$8.4M3.20%
14CAPITAL GROUP DIVIDEND VALUE14020W106188,087$8.2M3.14%
15CAPITAL GROUP INTL FOCUS EQT14019W109240,156$7.1M2.72%
16CAPITAL GRP FIXED INCM ETF T14020Y508252,509$6.7M2.56%
17SSGA ACTIVE ETF TR78467V848137,216$5.5M2.11%
18PIMCO ETF TR72201R77550,577$4.7M1.80%
19HARTFORD FDS EXCHANGE TRADED41653L305128,546$4.4M1.68%
20STRATEGIC TRUST48817R870124,997$4.2M1.59%