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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 0002111462

DiPaolo Financial Group, Inc.

LUTZ, FL · File #028-26691

Latest AUM
$93.9M
Positions
31
Top-10 Concentration
86.0%
Filings
1

Sector Allocation

Financials
1.7%$1.6M
Technology
1.6%$1.5M
Healthcare
0.3%$268,524

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD TAX-MANAGED FDS921943858279,815$17.5M18.61%
2VANGUARD INDEX FDS92290873634,643$16.9M17.99%
3VANGUARD INDEX FDS92290874473,061$14.0M14.85%
4VANGUARD BD INDEX FDS921937827112,958$8.9M9.48%
5VANGUARD INTL EQUITY INDEX F922042858109,738$5.9M6.28%
6VANGUARD SCOTTSDALE FDS92206C77195,696$4.5M4.80%
7VANGUARD BD INDEX FDS92193779361,452$4.3M4.55%
8DIMENSIONAL ETF TRUST25434V50053,108$3.7M3.94%
9VANGUARD INDEX FDS9229087698,753$2.9M3.12%
10VANGUARD INDEX FDS9229083633,597$2.3M2.40%
11VANGUARD BD INDEX FDS92193783520,329$1.5M1.60%
12INVESCO QQQ TRIVZ2,064$1.3M1.35%
13SPDR GOLD TRGLD3,018$1.2M1.27%
14TESLA INCTSLA2,278$1.0M1.09%
15ISHARES BITCOIN TRUST ETFIBIT18,773$932,0790.99%
16APPLE INCAAPL3,371$916,3160.98%
17VANGUARD STAR FDS92190976812,071$910,6720.97%
18VANGUARD WORLD FD9219108162,007$828,6050.88%
19VANGUARD WHITEHALL FDS9219464064,772$684,9450.73%
20MICROSOFT CORPMSFT1,135$548,6900.58%