Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0002106763

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies

LYNCHBURG, VA · File #028-26042

Latest AUM
$106.6M
Positions
66
Top-10 Concentration
55.1%
Filings
1

Sector Allocation

Technology
6.0%$6.4M
Industrials
5.2%$5.6M
Healthcare
1.4%$1.5M
Financials
0.7%$765,324
Energy
0.3%$354,040
Utilities
0.2%$247,996

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS92290876957,258$19.2M18.77%
2VANGUARD INDEX FDS92290861127,094$5.7M5.61%
3DIMENSIONAL ETF TRUST25434V708141,178$5.6M5.46%
4VANGUARD INTL EQUITY INDEX F92204271829,581$4.2M4.14%
5APPLE INCAAPL14,567$4.0M3.87%
6VANGUARD INDEX FDS92290859512,714$3.8M3.76%
7VANGUARD INDEX FDS92290874419,775$3.8M3.69%
8DIMENSIONAL ETF TRUST25434V80768,793$3.4M3.36%
9VANGUARD BD INDEX FDS92193781942,664$3.3M3.25%
10VANGUARD INDEX FDS92290875112,540$3.2M3.16%
11VANGUARD STAR FDS92190976840,798$3.1M3.01%
12VANGUARD INTL EQUITY INDEX F92204285854,403$2.9M2.86%
13VANGUARD INDEX FDS9229086379,209$2.9M2.83%
14CATERPILLAR INCCAT4,573$2.6M2.56%
15VANGUARD INDEX FDS9229087364,866$2.4M2.32%
16VANGUARD BD INDEX FDS92193782727,130$2.1M2.09%
17WALMART INCWMT18,866$2.1M2.05%
18VANGUARD WHITEHALL FDS92194640613,848$2.0M1.94%
19VANGUARD SPECIALIZED FUNDS9219088448,802$1.9M1.89%
20PACCAR INCPCAR17,364$1.9M1.86%