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 Q2 2024 · Filed July 26, 2024 · Accession 0001085146-24-003282

Total Value
$183.2M
Positions
31
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (31)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524102708,018$44.5M24.30%
2ISHARES TR464287242200,691$21.5M11.74%
3SCHWAB STRATEGIC TR808524797272,246$21.2M11.56%
4ISHARES TR464288653164,107$16.9M9.20%
5ISHARES TR464287432178,927$16.4M8.97%
6SCHWAB STRATEGIC TR808524300136,810$13.8M7.53%
7SCHWAB STRATEGIC TR808524839220,631$10.1M5.49%
8INVESCO QQQ TRIVZ13,924$6.7M3.65%
9J P MORGAN EXCHANGE TRADED F46641Q332104,210$5.9M3.22%
10VANGUARD INDEX FDS9229083637,740$3.9M2.11%
11J P MORGAN EXCHANGE TRADED F46654Q20363,647$3.5M1.93%
12ISHARES TR46428860468,029$3.1M1.69%
13PFIZER INCPFE81,773$2.3M1.25%
14VICTORY PORTFOLIOS II92647N86536,278$2.2M1.21%
15ISHARES TR46428749921,616$1.8M0.96%
16INVESCO EXCHANGE TRADED FD TIVZ24,255$1.2M0.63%
17SPDR SER TR78464A7068,832$1.1M0.62%
18ISHARES TR4642876555,155$1.0M0.57%
19EVANS BANCORP INC29911Q20836,838$1.0M0.57%
20SPDR SER TR78464A8219,003$757,2250.41%
21SCHWAB STRATEGIC TR80852486213,853$666,8030.36%
22ISHARES TR4642878046,123$653,7360.36%
23WISDOMTREE TRWT13,375$645,7410.35%
24WHIRLPOOL CORPWHR-PA5,765$590,9750.32%
25ISHARES TR46432F3961,797$350,1600.19%
26VANGUARD INDEX FDS9229085381,417$325,8560.18%
27APPLE INCAAPL1,278$269,1410.15%
28VANGUARD WORLD FD92204A2071,225$248,7440.14%
29AMAZON COM INCAMZN1,193$230,5480.13%
30MARSH & MCLENNAN COS INC5717481021,003$211,4470.12%
31INVESTMENT MANAGERS SER TR I46144X4952,913$202,7070.11%