Live Markets
Saturday, September 12, 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

Members Advisory Group LLC

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001085146-23-004234

Total Value
$154.8M
Positions
20
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (20)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524102747,794$37.3M24.08%
2SCHWAB STRATEGIC TR808524797309,501$21.9M14.15%
3ISHARES TR464287242148,740$15.2M9.80%
4ISHARES TR464288653152,554$15.0M9.70%
5ISHARES TR464287432158,781$14.1M9.10%
6SCHWAB STRATEGIC TR808524839276,811$12.2M7.91%
7SCHWAB STRATEGIC TR808524300133,052$9.7M6.25%
8INVESCO QQQ TRIVZ20,128$7.2M4.66%
9J P MORGAN EXCHANGE TRADED F46641Q332102,092$5.5M3.53%
10VICTORY PORTFOLIOS II92647N86586,549$4.7M3.03%
11SCHWAB STRATEGIC TR80852486288,396$4.2M2.73%
12VANGUARD INDEX FDS9229083636,395$2.5M1.62%
13VANGUARD MALVERN FDS92202080541,691$2.0M1.27%
14EVANS BANCORP INC29911Q20836,838$987,2580.64%
15BOEING COBA-PA3,159$605,5760.39%
16BLACKSTONE INCBX4,228$453,0010.29%
17SPDR SER TR78464A6989,265$386,9970.25%
18WISDOMTREE TRWT6,994$351,9740.23%
19ISHARES TR46432F3962,287$319,2970.21%
20VANGUARD WORLD FDS92204A2071,270$231,9910.15%