Live Markets
Wednesday, July 29, 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 0002058267

Hartmann Taylor Wealth Management, LLC

DALLAS, TX · File #028-25506

Latest AUM
$148.1M
Positions
53
Top-10 Concentration
66.1%
Filings
4

Sector Allocation

Technology
5.5%$8.2M
Financials
1.4%$2.1M
Healthcare
0.3%$444,918
Materials
0.0%$11,250

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908744103,455$19.8M13.38%
2CAPITAL GROUP GROWTH ETF14020G101399,876$17.8M12.04%
3CAPITAL GROUP DIVIDEND VALUE14020W106298,867$13.0M8.83%
4CAPITAL GROUP CORE BALANCED14021D107323,243$11.4M7.73%
5VANGUARD INTL EQUITY INDEX F922042775109,380$8.0M5.45%
6VANGUARD STAR FDS92190976886,002$6.5M4.39%
7CAPITAL GRP FIXED INCM ETF T14020Y201231,519$6.3M4.29%
8SCHWAB STRATEGIC TR808524102228,179$6.0M4.05%
9VANGUARD INDEX FDS92290875116,990$4.4M2.97%
10CAPITAL GRP FIXED INCM ETF T14020Y607164,791$4.3M2.94%
11DIMENSIONAL ETF TRUST25434V70879,593$3.2M2.13%
12DIMENSIONAL ETF TRUST25434V50044,706$3.1M2.11%
13CAPITAL GRP FIXED INCM ETF T14020Y300112,265$3.1M2.10%
14APPLE INCAAPL11,241$3.1M2.07%
15VANGUARD INTL EQUITY INDEX F92204274220,546$2.9M1.96%
16VANGUARD INDEX FDS9229086378,096$2.5M1.73%
17DIMENSIONAL ETF TRUST25434V87253,782$2.3M1.55%
18CAPITAL GROUP CONSERVATIVE E14020U10065,984$2.0M1.36%
19DIMENSIONAL ETF TRUST25434V86441,875$2.0M1.36%
20MICROSOFT CORPMSFT4,130$2.0M1.35%