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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

FISCHER INVESTMENT STRATEGIES, LLC

Quarter ended Q2 2025 · Filed July 24, 2025 · Accession 0001172661-25-002719

Total Value
$149.0M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1DIMENSIONAL ETF TRUST25434V401307,722$20.6M13.84%
2FIRST TR EXCHNG TRADED FD VI33740U703569,210$15.1M10.15%
3BERKSHIRE HATHAWAY INC DELBRK-A25,312$12.3M8.25%
4INVESCO EXCH TRADED FD TR IIIVZ99,987$11.2M7.55%
5ISHARES INC46428639252,943$9.0M6.02%
6EA SERIES TRUST02072L56577,393$8.7M5.85%
7DIMENSIONAL ETF TRUST25434V807185,115$7.9M5.32%
8INVESCO QQQ TRIVZ12,525$6.9M4.64%
9SPDR S&P 500 ETF TRSPY9,720$6.0M4.03%
10VANGUARD INDEX FDS92290862919,180$5.4M3.60%
11SELECT SECTOR SPDR TR81369Y60586,809$4.5M3.05%
12FIRST TR EXCHANGE TRADED FD33738R70455,493$4.5M3.03%
13DIMENSIONAL ETF TRUST25434V302131,790$3.8M2.56%
14DIMENSIONAL ETF TRUST25434V781112,421$3.7M2.48%
15ETF SER SOLUTIONS26922A28969,515$3.7M2.46%
16ALPS ETF TR00162Q67689,264$2.9M1.93%
17VANGUARD WORLD FD9219108167,352$2.7M1.81%
18ETF SER SOLUTIONS26922A42025,349$2.3M1.56%
19EXCHANGE TRADED CONCEPTS TRU30150547532,065$1.8M1.22%
20DIMENSIONAL ETF TRUST25434V83144,154$1.6M1.05%
21VANGUARD WORLD FD92204A7022,350$1.6M1.05%
22ISHARES TR46428757214,291$1.5M1.03%
23NVIDIA CORPORATIONNVDA8,779$1.4M0.93%
24LISTED FDS TR53656G49821,620$1.2M0.80%
25WISDOMTREE TRWT22,976$1.2M0.78%
26BITWISE BITCOIN ETF TRBITB18,993$1.1M0.75%
27SIMPLIFY EXCHANGE TRADED FUN82889N69939,462$1.1M0.71%
28INVESCO EXCHANGE TRADED FD TIVZ7,388$950,3210.64%
29APPLE INCAAPL3,644$747,5460.50%
30ISHARES BITCOIN TRUST ETFIBIT12,195$746,4560.50%
31WISDOMTREE TRWT5,720$653,6700.44%
32VANGUARD BD INDEX FDS9219378358,678$638,9560.43%
33SELECT SECTOR SPDR TR81369Y8031,845$467,3010.31%
34MICROSOFT CORPMSFT669$332,6550.22%
35ISHARES U S ETF TR46431W6482,932$275,6520.19%
36SPDR SERIES TRUST78464A7894,207$251,3070.17%
37NETFLIX INCNFLX151$202,2090.14%