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 0002083677

Tribridge Partners Financial LLC

COLUMBIA, MD · File #028-25765

Latest AUM
$238.4M
Positions
77
Top-10 Concentration
75.7%
Filings
3

Sector Allocation

Technology
3.2%$7.6M
Healthcare
0.6%$1.3M
Industrials
0.5%$1.3M
Financials
0.5%$1.3M
Energy
0.3%$677,514
Consumer Staples
0.1%$289,109
Materials
0.1%$258,392

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CAPITAL GROUP GROWTH ETF14020G101632,479$28.1M12.15%
2VANGUARD INDEX FDS92290836339,229$24.6M10.63%
3CAPITAL GROUP CONSERVATIVE E14020U100757,961$23.1M9.98%
4VANGUARD INDEX FDS92290862958,055$16.8M7.28%
5VANGUARD INDEX FDS92290875160,193$15.5M6.71%
6CAPITAL GRP FIXED INCM ETF T14020Y102678,618$15.4M6.64%
7VANGUARD BD INDEX FDS921937835196,073$14.5M6.27%
8VANGUARD STAR FDS921909768181,019$13.7M5.90%
9CAPITAL GROUP INTL FOCUS EQT14019W109424,626$12.5M5.42%
10VANGUARD BD INDEX FDS921937827137,778$10.9M4.69%
11VANGUARD CHARLOTTE FDS92203J407196,252$9.5M4.10%
12VANGUARD INTL EQUITY INDEX F922042858168,119$9.0M3.90%
13CAPITAL GRP FIXED INCM ETF T14020Y888258,891$6.6M2.83%
14CAPITAL GROUP DIVIDEND VALUE14020W10690,879$4.0M1.71%
15MICROSOFT CORPMSFT7,192$3.5M1.50%
16CAPITAL GRP FIXED INCM ETF T14020Y20179,249$2.2M0.94%
17CAPITAL GRP FIXED INCM ETF T14020Y60773,017$1.9M0.83%
18INTUITINTU2,748$1.8M0.79%
19APPLE INCAAPL6,595$1.8M0.77%
20ISHARES TR46435G32613,882$1.1M0.49%