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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 0002113970

Financially in Tune, LLC

STONEHAM, MA · File #028-26713

Latest AUM
$107.1M
Positions
71
Top-10 Concentration
64.4%
Filings
1

Sector Allocation

Financials
7.1%$7.6M
Technology
2.6%$2.8M
Healthcare
0.2%$239,045
Industrials
0.2%$243,188

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1DIMENSIONAL ETF TRUST25434V807417,530$20.8M20.41%
2J P MORGAN EXCHANGE TRADED F46641Q670199,702$9.5M9.26%
3VANGUARD WHITEHALL FDS92194640656,086$8.0M7.88%
4J P MORGAN EXCHANGE TRADED F46641Q332123,954$7.1M6.95%
5J P MORGAN EXCHANGE TRADED F46641Q40739,156$4.9M4.75%
6DIMENSIONAL ETF TRUST25434V740134,302$4.5M4.44%
7ISHARES TR46428880223,034$3.2M3.14%
8WISDOMTREE TRWT62,942$3.2M3.10%
9DIMENSIONAL ETF TRUST25434V78161,405$2.3M2.29%
10VANGUARD INTL EQUITY INDEX F92204277530,262$2.2M2.18%
11VANGUARD SPECIALIZED FUNDS9219088449,807$2.2M2.11%
12INVESCO EXCH TRD SLF IDX FDIVZ98,377$2.0M1.99%
13VANGUARD INDEX FDS9229086119,161$1.9M1.90%
14ISHARES TR46428750728,989$1.9M1.87%
15APPLE INCAAPL6,194$1.7M1.65%
16COHEN & STEERS ETF TRUST19249U10461,930$1.6M1.55%
17T ROWE PRICE ETF INC87283Q88328,092$1.4M1.41%
18SCHWAB STRATEGIC TR80852450847,914$1.4M1.41%
19DIMENSIONAL ETF TRUST25434V81543,494$1.4M1.40%
20BERKSHIRE HATHAWAY INC DELBRK-A2,715$1.4M1.34%