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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 0002095373

Guardian Wealth Management, LLC

CHATTANOOGA, TN · File #028-25929

Latest AUM
$315.4M
Positions
29
Top-10 Concentration
71.5%
Filings
1

Sector Allocation

Technology
0.2%$626,527
Consumer Staples
0.1%$233,293
Utilities
0.1%$204,571

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V724855,118$39.8M12.63%
2DIMENSIONAL ETF TRUST25434V401477,870$35.4M11.24%
3DIMENSIONAL ETF TRUST25434V500338,472$23.6M7.48%
4DIMENSIONAL ETF TRUST25434V658873,467$23.1M7.32%
5DIMENSIONAL ETF TRUST25434V609361,753$21.5M6.83%
6DIMENSIONAL ETF TRUST25434V575390,548$20.6M6.52%
7DIMENSIONAL ETF TRUST25434V864406,426$19.5M6.18%
8DIMENSIONAL ETF TRUST25434V872367,323$15.6M4.96%
9DIMENSIONAL ETF TRUST25434V807277,185$13.8M4.39%
10DIMENSIONAL ETF TRUST25434V203329,016$12.5M3.98%
11DIMENSIONAL ETF TRUST25434V781327,128$12.4M3.94%
12DIMENSIONAL ETF TRUST25434V740365,694$12.3M3.91%
13DIMENSIONAL ETF TRUST25434V302378,223$12.3M3.91%
14DIMENSIONAL ETF TRUST25434V773367,000$12.1M3.83%
15VANGUARD SCOTTSDALE FDS92206C102132,434$7.8M2.47%
16DIMENSIONAL ETF TRUST25434V849148,396$7.1M2.27%
17ISHARES GOLD TRIAU77,690$6.3M2.00%
18VANGUARD WORLD FD92204A30645,165$5.7M1.80%
19VANGUARD WORLD FD92204A80126,047$5.4M1.71%
20VANGUARD WORLD FD92204A50414,288$4.1M1.30%