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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
13F HOLDINGS REPORT

Members Advisory Group LLC

Quarter ended Q1 2024 · Filed April 26, 2024 · Accession 0001085146-24-002070

Total Value
$176.5M
Positions
26
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (26)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524102719,799$43.9M24.90%
2SCHWAB STRATEGIC TR808524797300,243$24.2M13.72%
3ISHARES TR464287242195,296$21.3M12.05%
4ISHARES TR464288653160,184$16.8M9.53%
5ISHARES TR464287432174,251$16.5M9.34%
6SCHWAB STRATEGIC TR808524300130,572$12.1M6.86%
7SCHWAB STRATEGIC TR808524839256,955$11.8M6.70%
8J P MORGAN EXCHANGE TRADED F46641Q332139,823$8.1M4.58%
9INVESCO QQQ TRIVZ15,286$6.8M3.85%
10VICTORY PORTFOLIOS II92647N86549,770$3.1M1.75%
11VANGUARD INDEX FDS9229083636,144$3.0M1.67%
12ISHARES TR46428860461,267$2.9M1.62%
13EVANS BANCORP INC29911Q20836,838$1.1M0.62%
14SCHWAB STRATEGIC TR80852486220,741$999,8900.57%
15PFIZER INCPFE21,051$584,1890.33%
16J P MORGAN EXCHANGE TRADED F46654Q2038,594$466,1390.26%
17VANGUARD INDEX FDS9229085381,806$426,5230.24%
18ISHARES TR4642876551,834$385,9420.22%
19ISHARES TR46432F3961,795$336,3740.19%
20BOEING COBA-PA1,467$283,1860.16%
21ISHARES TR4642878042,498$276,2310.16%
22VANGUARD WORLD FD92204A2071,255$256,2510.15%
23ISHARES TR4642874993,016$253,6140.14%
24APPLE INCAAPL1,285$220,2260.12%
25AMAZON COM INCAMZN1,184$213,5700.12%
26MARSH & MCLENNAN COS INC5717481021,000$205,9800.12%