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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 0002108122

Boyer Financial Services, Inc.

NEWPORT BEACH, CA · File #028-26025

Latest AUM
$94.3M
Positions
51
Top-10 Concentration
67.3%
Filings
1

Sector Allocation

Technology
3.4%$3.3M
Industrials
0.4%$365,308
Healthcare
0.3%$326,494
Energy
0.3%$238,371
Utilities
0.0%$36,255

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1CAPITAL GROUP DIVIDEND GROWE14021L109284,499$10.2M10.85%
2CAPITAL GROUP DIVIDEND VALUE14020W106213,593$9.4M9.96%
3CAPITAL GROUP CORE BALANCED14021D107253,916$9.0M9.58%
4CAPITAL GROUP GROWTH ETF14020G101191,065$8.5M9.03%
5CAPITAL GROUP GBL GROWTH EQT14020X104159,178$5.6M5.94%
6CAPITAL GRP FIXED INCM ETF T14020Y508188,231$5.0M5.29%
7CAPITAL GRP FIXED INCM ETF T14020Y102195,996$4.4M4.71%
8J P MORGAN EXCHANGE TRADED F46654Q71670,569$3.8M4.04%
9CAPITAL GROUP CORE EQUITY ET14020V10893,504$3.8M4.00%
10FIRST TR EXCHANGE-TRADED FD33741X10295,906$3.7M3.94%
11CAPITAL GRP FIXED INCM ETF T14020Y300133,049$3.7M3.90%
12EA SERIES TRUST02072L37568,831$2.3M2.45%
13SCHWAB STRATEGIC TR80852479775,591$2.1M2.22%
14CAPITAL GROUP GLOBAL EQUITY14020R10763,997$2.0M2.17%
15CAPITAL GROUP EQUITY ETF TR14022A10262,864$1.8M1.95%
16CAPITAL GROUP NEW GEOGRAPHY14021N10553,436$1.7M1.85%
17J P MORGAN EXCHANGE TRADED F46641Q13420,709$1.6M1.67%
18ALPS ETF TR00162Q34657,606$1.5M1.59%
19FIRST TR EXCHANGE TRADED FD33738R50618,032$1.3M1.34%
20FIRST TR EXCHANGE-TRADED FD33733E73268,127$1.2M1.25%