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
13F HOLDINGS REPORT

FINANCIAL COUNSELORS INC

Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0000949623-25-000014

Total Value
$75.2M
Positions
15
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (15)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524300740,237$23.6M31.43%
2SCHWAB STRATEGIC TR808524409730,386$21.3M28.29%
3ISHARES TR46428720014,643$9.8M13.04%
4VANGUARD TAX-MANAGED FDS921943858105,603$6.3M8.42%
5VANGUARD INTL EQUITY INDEX F92204285852,422$2.8M3.78%
6VANGUARD INDEX FDS92290861113,123$2.7M3.64%
7ISHARES INC46434G10327,399$1.8M2.40%
8ISHARES TR46428780413,878$1.6M2.19%
9VANGUARD INDEX FDS92290855315,592$1.4M1.90%
10VANGUARD INDEX FDS9229083631,860$1.1M1.52%
11SPDR S&P 500 ETF TRSPY1,301$866,7001.15%
12INVESCO EXCHANGE TRADED FD TIVZ2,800$531,1600.71%
13APPLE INCAAPL1,910$486,3430.65%
14SPDR S&P MIDCAP 400 ETF TRMDY570$339,7370.45%
15INVESCO QQQ TRIVZ533$319,9970.43%