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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 0002110534

Prism Planning Partners LLC

LIBERTYVILLE, IL · File #028-26226

Latest AUM
$89.1M
Positions
94
Top-10 Concentration
79.7%
Filings
1

Sector Allocation

Technology
7.4%$6.6M
Healthcare
1.3%$1.2M
Energy
0.6%$500,720
Consumer Staples
0.4%$396,204
Financials
0.2%$200,379

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287150162,034$24.1M28.06%
2ISHARES TR46435G326121,702$10.0M11.69%
3VANGUARD SCOTTSDALE FDS92206C706144,443$8.7M10.08%
4AMERICAN CENTY ETF TR02507280252,339$4.9M5.73%
5DIMENSIONAL ETF TRUST25434V732142,474$4.7M5.49%
6EA SERIES TRUST02072L532191,982$4.5M5.21%
7DIMENSIONAL ETF TRUST25434V86492,463$4.4M5.16%
8VANGUARD MALVERN FDS92202080568,754$3.4M3.96%
9DIMENSIONAL ETF TRUST25434V80749,549$2.5M2.88%
10ISHARES TR46428766312,340$1.3M1.47%
11NVIDIA CORPORATIONNVDA6,108$1.1M1.33%
12DIMENSIONAL ETF TRUST25434V40113,996$1.0M1.21%
13APPLE INCAAPL3,779$1.0M1.20%
14APPLE INCAAPL3,590$975,9771.14%
15MICROSOFT CORPMSFT1,694$819,2520.95%
16DIMENSIONAL ETF TRUST25434V72416,868$785,8970.92%
17NVIDIA CORPORATIONNVDA3,620$675,1820.79%
18ISHARES TR4642873095,113$630,2280.73%
19NVIDIA CORPORATIONNVDA2,963$552,6000.64%
20ABBVIE INCABBV2,322$530,5540.62%