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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 Q2 2025 · Filed July 29, 2025 · Accession 0001085146-25-004258

Total Value
$266.0M
Positions
35
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (35)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085241021,770,217$42.2M15.86%
2VANGUARD INDEX FDS92290836343,412$24.7M9.28%
3SCHWAB STRATEGIC TR808524300774,708$22.6M8.51%
4JANUS DETROIT STR TR47103U845407,042$20.7M7.76%
5VANGUARD INDEX FDS922908744114,431$20.2M7.60%
6ISHARES TR464287499161,855$14.9M5.60%
7ISHARES U S ETF TR46431W507269,323$13.8M5.17%
8SPDR SERIES TRUST78464A70675,548$11.4M4.28%
9ISHARES TR46434V407241,812$10.4M3.92%
10SPDR GOLD TRGLD27,235$8.3M3.12%
11J P MORGAN EXCHANGE TRADED F46641Q761131,699$7.9M2.97%
12INVESCO EXCHANGE TRADED FD TIVZ147,451$7.2M2.72%
13J P MORGAN EXCHANGE TRADED F46654Q203121,932$6.6M2.49%
14WISDOMTREE TRWT139,201$6.6M2.48%
15SPDR SERIES TRUST78464A69899,977$5.9M2.23%
16DIREXION SHS ETF TR25459W86234,021$5.9M2.22%
17PFIZER INCPFE212,296$5.1M1.93%
18INVESCO QQQ TRIVZ9,048$5.0M1.88%
19J P MORGAN EXCHANGE TRADED F46641Q33283,172$4.7M1.78%
20ISHARES TR46434V86084,368$4.3M1.61%
21ISHARES TR46428751534,833$3.8M1.43%
22ISHARES SILVER TRSLV109,022$3.6M1.34%
23J P MORGAN EXCHANGE TRADED F46654Q77361,139$3.2M1.20%
24ISHARES TR46432F3967,497$1.8M0.68%
25NBT BANCORP INCNBTB33,522$1.4M0.52%
26ISHARES TR46428832319,692$1.0M0.39%
27WHIRLPOOL CORPWHR-PA5,854$593,6810.22%
28BERKSHIRE HATHAWAY INC DELBRK-A765$371,6150.14%
29SCHWAB STRATEGIC TR80852479712,219$323,8100.12%
30FRANKLIN TEMPLETON ETF TRFGDL11,352$275,3790.10%
31AMAZON COM INCAMZN1,213$266,1220.10%
32PROSHARES TR74347X8312,843$236,1700.09%
33MARSH & MCLENNAN COS INC5717481021,010$220,8260.08%
34APPLE INCAAPL1,034$212,5080.08%
35BLACKSTONE INCBX1,340$200,4240.08%