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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 0002104442

HBE Wealth Management, LLC

LINCOLN, NE · File #028-25933

Latest AUM
$106.3M
Positions
48
Top-10 Concentration
74.1%
Filings
1

Sector Allocation

Technology
2.5%$2.6M
Industrials
1.2%$1.2M
Healthcare
0.5%$508,167
Consumer Staples
0.5%$479,424
Financials
0.2%$216,611

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1EA SERIES TRUST02072L532576,334$13.4M12.63%
2ISHARES TR46428715075,391$11.2M10.55%
3VANGUARD SCOTTSDALE FDS92206C706184,961$11.1M10.43%
4DIMENSIONAL ETF TRUST25434V864184,116$8.8M8.31%
5VANGUARD MALVERN FDS922020805169,652$8.4M7.89%
6AMERICAN CENTY ETF TR02507280277,900$7.3M6.89%
7DIMENSIONAL ETF TRUST25434V708149,817$5.9M5.58%
8DIMENSIONAL ETF TRUST25434V732146,581$4.8M4.56%
9ISHARES TR46435G32656,590$4.7M4.39%
10DIMENSIONAL ETF TRUST25434V83181,199$3.1M2.91%
11DIMENSIONAL ETF TRUST25434V76579,590$2.5M2.37%
12DIMENSIONAL ETF TRUST25434V60933,942$2.0M1.90%
13AMERICAN CENTY ETF TR02507287718,836$1.9M1.81%
14VANGUARD INDEX FDS9229087695,163$1.7M1.63%
15DIMENSIONAL ETF TRUST25434V80734,129$1.7M1.60%
16DIMENSIONAL ETF TRUST25434V88039,956$1.3M1.23%
17BERKSHIRE HATHAWAY INC DELBRK-A2,595$1.3M1.23%
18AMETEK INCAME6,025$1.2M1.16%
19ISHARES TR4642886619,838$1.2M1.10%
20DIMENSIONAL ETF TRUST25434V81533,097$1.1M1.02%