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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 0002104394

Daviman Financial, LLC

FISHERS, IN · File #028-26123

Latest AUM
$170.4M
Positions
91
Top-10 Concentration
55.0%
Filings
1

Sector Allocation

Financials
25.3%$43.0M
Technology
2.6%$4.4M
Healthcare
0.6%$1.0M
Energy
0.4%$662,153
Utilities
0.4%$644,257
Industrials
0.3%$568,315
Consumer Staples
0.2%$294,234

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1SPDR SERIES TRUST78464A854158,630$12.7M8.02%
2BLACKROCK ETF TRUSTBLK174,909$10.6M6.70%
3ISHARES TR46428740849,996$10.6M6.68%
4ISHARES TR46428730976,654$9.4M5.95%
5SCHWAB STRATEGIC TR808524839389,946$9.1M5.74%
6INVESCO EXCHANGE TRADED FD TIVZ147,367$8.7M5.50%
7ISHARES TR46428887798,886$7.1M4.45%
8BONDBLOXX ETF TRUST09789C812150,402$7.0M4.38%
9WISDOMTREE TRWT122,966$6.2M3.90%
10ISHARES TR46434V613124,902$5.8M3.66%
11ISHARES INC46434G10378,358$5.3M3.32%
12ISHARES TR46432F33924,830$4.9M3.11%
13ISHARES TR46428858846,182$4.4M2.77%
14BLACKROCK ETF TRUSTBLK124,226$4.1M2.61%
15INVESCO EXCH TRADED FD TR IIIVZ33,627$4.0M2.53%
16BLACKROCK ETF TRUST IIBLK73,874$3.9M2.46%
17BLACKROCK ETF TRUSTBLK99,519$3.8M2.42%
18ISHARES TR46435G67264,854$3.2M2.04%
19WORLD GOLD TRGLDW35,370$3.0M1.90%
20VANGUARD INDEX FDS9229087698,746$2.9M1.85%