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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 0002055235

L.K. Benson & Company, P.C.

BALTIMORE, MD · File #028-24884

Latest AUM
$199.3M
Positions
112
Top-10 Concentration
56.8%
Filings
5

Sector Allocation

Financials
16.4%$32.6M
Technology
1.1%$2.3M
Healthcare
0.5%$962,826
Industrials
0.4%$825,005
Real Estate
0.2%$489,924
Energy
0.2%$396,159

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1PRICE T ROWE GROUP INCTROW306,267$31.4M18.39%
2VANGUARD STAR FDS921909768163,700$12.3M7.24%
3EA SERIES TRUST02072L631431,139$9.8M5.75%
4VANGUARD INDEX FDS92290876925,926$8.7M5.10%
5VANGUARD BD INDEX FDS92193783596,604$7.2M4.20%
6SCHWAB STRATEGIC TR808524805272,770$6.6M3.85%
7EA SERIES TRUST02072L51669,615$6.2M3.67%
8SCHWAB STRATEGIC TR808524854225,195$5.6M3.31%
9VANGUARD INDEX FDS9229083637,720$4.8M2.84%
10VANGUARD INDEX FDS92290865219,734$4.1M2.42%
11ISHARES TR4642872006,018$4.1M2.42%
12DIMENSIONAL ETF TRUST25434V40154,660$4.1M2.38%
13VANGUARD MUN BD FDS92290774678,202$3.9M2.31%
14DIMENSIONAL ETF TRUST25434V80776,970$3.8M2.25%
15VANGUARD INDEX FDS92290863710,830$3.4M2.00%
16VANGUARD INDEX FDS92290874416,326$3.1M1.83%
17AMERICAN CENTY ETF TR02507287730,175$3.1M1.81%
18AMERICAN CENTY ETF TR02507270331,434$2.6M1.52%
19SCHWAB STRATEGIC TR80852460788,858$2.5M1.48%
20SCHWAB STRATEGIC TR80852420184,968$2.3M1.34%