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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 Q3 2024 · Filed November 12, 2024 · Accession 0001085146-24-005521

Total Value
$200.0M
Positions
34
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (34)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524102488,013$32.5M16.23%
2ISHARES TR464287242205,867$23.3M11.63%
3SCHWAB STRATEGIC TR808524797248,577$21.0M10.51%
4ISHARES TR464288653170,522$18.6M9.32%
5ISHARES TR464287432186,802$18.3M9.16%
6SCHWAB STRATEGIC TR808524300140,533$14.6M7.32%
7SPDR SER TR78464A375398,291$13.4M6.71%
8SCHWAB STRATEGIC TR808524839198,676$9.4M4.72%
9INVESCO QQQ TRIVZ12,215$6.0M2.99%
10J P MORGAN EXCHANGE TRADED F46641Q33289,909$5.4M2.68%
11J P MORGAN EXCHANGE TRADED F46654Q20393,958$5.2M2.58%
12VANGUARD INDEX FDS9229083638,682$4.6M2.29%
13PFIZER INCPFE122,042$3.5M1.77%
14ISHARES TR46428860461,439$3.0M1.50%
15INVESCO EXCHANGE TRADED FD TIVZ61,668$2.8M1.40%
16SPDR SER TR78464A70620,059$2.8M1.38%
17WISDOMTREE TRWT47,379$2.4M1.20%
18ISHARES TR46428749924,042$2.1M1.06%
19VANGUARD INDEX FDS92290874410,306$1.8M0.90%
20VICTORY PORTFOLIOS II92647N86521,784$1.5M0.74%
21EVANS BANCORP INC29911Q20836,838$1.4M0.72%
22ISHARES TR46428780411,478$1.3M0.67%
23SPDR SER TR78464A82114,906$1.3M0.65%
24WHIRLPOOL CORPWHR-PA5,630$603,4330.30%
25ISHARES TR46434V40712,742$553,2560.28%
26SCHWAB STRATEGIC TR80852486210,800$528,7800.26%
27ISHARES TR46432F3961,801$364,9010.18%
28APPLE INCAAPL1,238$288,7090.14%
29VANGUARD WORLD FD92204A2071,211$264,6330.13%
30VANGUARD INDEX FDS9229085381,050$256,5680.13%
31MARSH & MCLENNAN COS INC5717481021,007$224,6890.11%
32AMAZON COM INCAMZN1,193$222,2920.11%
33BLACKSTONE INCBX1,400$214,3010.11%
34BERKSHIRE HATHAWAY INC DELBRK-A436$200,6730.10%