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 0002106810

Calder Financial LLC

DOWNINGTOWN, PA · File #028-25965

Latest AUM
$101.9M
Positions
39
Top-10 Concentration
74.7%
Filings
1

Sector Allocation

Technology
3.3%$3.3M
Financials
1.4%$1.5M
Industrials
0.7%$687,029

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD BD INDEX FDS92203C303330,867$16.5M16.19%
2VANGUARD INDEX FDS92290836324,286$15.2M14.95%
3VANGUARD INDEX FDS92290876936,894$12.4M12.14%
4VANGUARD SCOTTSDALE FDS92206C102176,044$10.3M10.15%
5VANGUARD SPECIALIZED FUNDS92190884423,357$5.1M5.04%
6VANGUARD INDEX FDS92290874425,410$4.9M4.76%
7VANGUARD INDEX FDS9229087369,382$4.6M4.49%
8SPDR S&P 500 ETF TRSPY4,629$3.2M3.10%
9VANGUARD WORLD FD92204A6036,740$2.0M1.97%
10VANGUARD WORLD FD92204A2079,164$1.9M1.90%
11MICROSOFT CORPMSFT3,968$1.9M1.88%
12VANGUARD INDEX FDS9229086528,668$1.8M1.78%
13VANGUARD STAR FDS92190976822,158$1.7M1.64%
14VANGUARD INDEX FDS9229086375,060$1.6M1.56%
15VANGUARD BD INDEX FDS92193781920,022$1.6M1.53%
16VANGUARD INDEX FDS9229087516,007$1.5M1.52%
17VANGUARD INDEX FDS9229086295,217$1.5M1.49%
18VANGUARD WORLD FD92204A8767,932$1.5M1.44%
19VANGUARD MALVERN FDS92202080528,572$1.4M1.39%
20ISHARES TR46428717612,214$1.3M1.32%