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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 0002096110

Sherman Wealth Management LLC

GAITHERSBURG, MD · File #028-25913

Latest AUM
$100.1M
Positions
66
Top-10 Concentration
56.1%
Filings
2

Sector Allocation

Financials
5.9%$5.9M
Technology
4.8%$4.8M
Consumer Staples
0.5%$454,679

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD WORLD FD92191081632,514$13.4M12.51%
2VANGUARD SPECIALIZED FUNDS92190884451,649$11.4M10.58%
3VANGUARD WHITEHALL FDS92194640653,528$7.7M7.16%
4SPDR INDEX SHS FDS78463X889141,435$6.3M5.86%
5J P MORGAN EXCHANGE TRADED F46641Q837100,431$5.1M4.74%
6ISHARES TR46432F33922,466$4.5M4.16%
7J P MORGAN EXCHANGE TRADED F46654Q71660,611$3.3M3.06%
8VANGUARD TAX-MANAGED FDS92194385848,096$3.0M2.80%
9ISHARES TR46429B69730,410$2.9M2.67%
10SPDR SERIES TRUST78468R66329,993$2.7M2.56%
11VANGUARD ADMIRAL FDS INC9219325055,974$2.7M2.48%
12APPLE INCAAPL9,408$2.6M2.38%
13INVESCO EXCH TRADED FD TR IIIVZ35,791$2.6M2.38%
14PROSHARES TR74347X83142,668$2.2M2.10%
15WISDOMTREE TRWT21,251$1.9M1.77%
16EA SERIES TRUST02072L56516,460$1.9M1.77%
17SPDR INDEX SHS FDS78463X50937,475$1.8M1.64%
18NVIDIA CORPORATIONNVDA8,768$1.6M1.52%
19VANGUARD INDEX FDS9229087694,637$1.6M1.45%
20ISHARES TR46428780412,652$1.5M1.42%