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 0002110886

ATLas Financial Planning LLC

ALPHARETTA, GA · File #028-26479

Latest AUM
$101.9M
Positions
63
Top-10 Concentration
56.8%
Filings
1

Sector Allocation

Technology
5.7%$5.8M
Utilities
0.9%$925,777
Financials
0.8%$845,176
Energy
0.2%$202,950

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR02507234995,592$7.2M7.35%
2ISHARES TR46428722672,376$7.2M7.33%
3AMERICAN CENTY ETF TR02507236483,281$5.9M6.02%
4AMERICAN CENTY ETF TR02507237296,151$5.6M5.69%
5DIMENSIONAL ETF TRUST25434V807111,566$5.6M5.65%
6VANGUARD SCOTTSDALE FDS92206C87062,073$5.2M5.27%
7EA SERIES TRUST02072L56543,761$5.0M5.11%
8AMERICAN CENTY ETF TR02507287748,899$5.0M5.06%
9APPLE INCAAPL16,931$4.6M4.67%
10VANGUARD INDEX FDS92290863714,620$4.6M4.67%
11VANGUARD BD INDEX FDS92193783561,107$4.5M4.59%
12VANGUARD INDEX FDS9229087699,254$3.1M3.15%
13SCHWAB STRATEGIC TR808524870116,239$3.1M3.12%
14VANGUARD CHARLOTTE FDS92203J40754,461$2.6M2.67%
15SCHWAB STRATEGIC TR80852474858,996$2.6M2.67%
16DIMENSIONAL ETF TRUST25434V59147,548$2.4M2.44%
17VANGUARD STAR FDS92190976820,414$1.5M1.56%
18VANGUARD BD INDEX FDS92193782717,029$1.3M1.36%
19DIMENSIONAL ETF TRUST25434V81538,927$1.3M1.30%
20ISHARES TR4642876223,292$1.2M1.25%