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 0002110693

McCartney Wealth Management LLC

CLAYTON, MO · File #028-26522

Latest AUM
$115.9M
Positions
61
Top-10 Concentration
54.1%
Filings
1

Sector Allocation

Financials
1.0%$1.2M
Technology
0.3%$414,423

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072885130,194$14.6M12.84%
2DIMENSIONAL ETF TRUST25434V708308,747$12.2M10.78%
3AMERICAN CENTY ETF TR02507270357,890$4.8M4.20%
4DIMENSIONAL ETF TRUST25434V666133,406$4.6M4.03%
5DIMENSIONAL ETF TRUST25434V72494,624$4.4M3.89%
6AMERICAN CENTY ETF TR02507268791,565$4.3M3.80%
7AMERICAN CENTY ETF TR02507287741,955$4.3M3.77%
8AMERICAN CENTY ETF TR02507256297,874$4.1M3.62%
9DIMENSIONAL ETF TRUST25434V85698,448$4.1M3.61%
10DIMENSIONAL ETF TRUST25434V740117,736$4.0M3.50%
11DIMENSIONAL ETF TRUST25434V880117,110$3.8M3.38%
12DIMENSIONAL ETF TRUST25434V83186,818$3.3M2.91%
13DIMENSIONAL ETF TRUST25434V57558,943$3.1M2.74%
14AMERICAN CENTY ETF TR02507260438,194$2.9M2.60%
15VANGUARD INDEX FDS92290874414,182$2.7M2.39%
16DIMENSIONAL ETF TRUST25434V80749,583$2.5M2.18%
17AMERICAN CENTY ETF TR02507280225,634$2.4M2.13%
18VANGUARD SCOTTSDALE FDS92206C70638,455$2.3M2.03%
19AMERICAN CENTY ETF TR02507221626,285$1.9M1.70%
20DIMENSIONAL ETF TRUST25434V59135,177$1.8M1.57%