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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 0002088337

United Financial Planning Group LLC

HAUPPAUGE, NY · File #028-25851

Latest AUM
$164.8M
Positions
487
Top-10 Concentration
79.1%
Filings
2

Sector Allocation

Technology
3.1%$5.1M
Financials
1.1%$1.8M
Utilities
0.5%$807,918
Healthcare
0.4%$631,444
Industrials
0.3%$468,302
Energy
0.2%$357,171
Materials
0.1%$247,174
Real Estate
0.0%$34,529

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD VALUE ETF922908744155,169$29.6M18.87%
2VANGUARD GROWTH ETF92290873658,192$28.4M18.08%
3VANGUARD FTSE DEVELOPED MARKETS ETF921943858417,953$26.1M16.63%
4ISHARES CORE S&P MID CAP ETF464287507126,709$8.4M5.33%
5ISHARES CORE S&P SMALL CAP ETF46428780456,717$6.8M4.34%
6ISHARES CORE MSCI EMERGING ETF46434G103100,808$6.8M4.32%
7VANGUARD REAL ESTATE ETF92290855362,007$5.5M3.49%
8VANGUARD TOTAL INTERNATIONAL BND ETF92203J407101,529$4.9M3.12%
9VANGUARD MID CAP ETF92290862913,300$3.9M2.46%
10VANGUARD SHORT-TERM BOND ETF92193782748,441$3.8M2.43%
11VANGUARD TOTAL STOCK MARKET ETF9229087696,733$2.3M1.44%
12ISHARES TR IS 1-5 YR IN GR CR BD ETF46428864642,168$2.2M1.42%
13APPLE INCAAPL7,817$2.1M1.35%
14VANGUARD TOTAL INTERNATIONAL STK ETF92190976827,116$2.0M1.30%
15VANGUARD SMALL CAP ETF9229087517,759$2.0M1.27%
16ISHARES CORE MSCI INTRL DVLP MKT ETF46435G32623,905$2.0M1.26%
17VANGUARD FTSE EMERGING MARKETS ETF92204285829,694$1.6M1.02%
18SPDR S&P 500 ETFSPY1,692$1.2M0.73%
19VANGUARD INTERMEDIATE TERM BOND ETF92193781914,672$1.1M0.73%
20SPDR GOLD SHARES ETFGLD2,694$1.1M0.68%