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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 0002076077

Longview Financial Advisors LLC

SAN RAFAEL, CA · File #028-25690

Latest AUM
$181.4M
Positions
175
Top-10 Concentration
82.9%
Filings
5

Sector Allocation

Technology
1.5%$2.8M
Financials
0.6%$1.0M
Industrials
0.5%$955,187
Healthcare
0.1%$107,039
Energy
0.0%$87,444
Real Estate
0.0%$79,392
Consumer Staples
0.0%$60,385
Materials
0.0%$43,336

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V708687,034$27.2M15.36%
2J P MORGAN EXCHANGE TRADED F46641Q159511,466$23.7M13.37%
3VANGUARD SCOTTSDALE FDS92206C409284,764$22.7M12.82%
4J P MORGAN EXCHANGE TRADED F46654Q724250,745$16.7M9.40%
5VANGUARD SCOTTSDALE FDS92206C870190,355$15.9M9.00%
6VANGUARD SCOTTSDALE FDS92206C706265,411$15.9M8.98%
7DIMENSIONAL ETF TRUST25434V666221,940$7.6M4.29%
8DIMENSIONAL ETF TRUST25434V781158,244$6.0M3.39%
9DIMENSIONAL ETF TRUST25434V732181,478$6.0M3.39%
10DIMENSIONAL ETF TRUST25434V799147,368$5.1M2.87%
11ISHARES TR46428866131,422$3.8M2.12%
12DIMENSIONAL ETF TRUST25434V71662,416$2.7M1.53%
13DIMENSIONAL ETF TRUST25434V658101,321$2.7M1.51%
14APPLE INCAAPL5,869$1.6M0.90%
15ISHARES TR46428864628,613$1.5M0.85%
16DIMENSIONAL ETF TRUST25434V68235,991$1.5M0.84%
17DIMENSIONAL ETF TRUST25434V20334,048$1.3M0.73%
18DIMENSIONAL ETF TRUST25434V69030,091$1.3M0.73%
19DIMENSIONAL ETF TRUST25434V80722,911$1.1M0.65%
20ISHARES TR4642882577,226$1.0M0.58%