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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

MARQUETTE ASSOCIATES, INC.

Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001398344-26-003203

Total Value
$78.1M
Positions
30
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (30)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46432F842171,209$15.3M19.61%
2SPDR S&P 500 ETF TRSPY20,390$13.9M17.81%
3NEUBERGER BERMAN ETF TRUST64135A705462,368$12.6M16.15%
4VANGUARD INDEX FDS92290865246,568$9.7M12.47%
5ISHARES TR46428722662,542$6.2M8.00%
6VANGUARD BD INDEX FDS92193782773,690$5.8M7.44%
7VANGUARD INDEX FDS92290862918,479$5.4M6.87%
8VANGUARD INDEX FDS9229087696,734$2.3M2.89%
9ISHARES TR46435U66326,607$1.2M1.57%
10SPDR INDEX SHS FDS78470E10622,731$1.1M1.47%
11INVESCO EXCHANGE TRADED FD TIVZ5,740$1.1M1.41%
12SCHWAB STRATEGIC TR80852410231,993$839,1761.07%
13VANGUARD STAR FDS9219097688,539$644,1820.82%
14T ROWE PRICE ETF INC87283Q40413,378$601,6090.77%
15HARBOR ETF TRUST41151J4067,292$226,8130.29%
16VANGUARD INDEX FDS9229085121,267$224,7280.29%
17VANGUARD ADMIRAL FDS INC9219327031,059$216,9360.28%
18ISHARES TR464287200303$207,5370.27%
19ISHARES TR464287622321$119,8740.15%
20ISHARES TR464287465777$74,6150.10%
21FLEXSHARES TRFLEX701$56,7740.07%
22FLEXSHARES TRFLEX1,822$40,7550.05%
23FLEXSHARES TRFLEX375$34,7740.04%
24FLEXSHARES TRFLEX970$23,3380.03%
25FLEXSHARES TRFLEX75$18,6510.02%
26FLEXSHARES TRFLEX206$13,1550.02%
27FLEXSHARES TRFLEX166$10,0450.01%
28FLEXSHARES TRFLEX198$8,0660.01%
29FLEXSHARES TRFLEX105$7,9140.01%
30FLEXSHARES TRFLEX101$4,6310.01%