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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

Interactive Financial Advisors

Quarter ended Q3 2025 · Filed October 29, 2025 · Accession 0001419099-25-000002

Total Value
$184.9M
Positions
81
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (81)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720038,888$26.0M14.07%
2ISHARES TR464287226121,900$12.2M6.61%
3VANGUARD TAX-MANAGED FDS921943858183,628$11.0M5.95%
4VANGUARD SPECIALIZED FUNDS92190884445,115$9.7M5.26%
5FLEXSHARES TRFLEX128,538$9.7M5.26%
6INVESCO QQQ TRIVZ16,135$9.7M5.24%
7ISHARES TR46428743280,133$7.2M3.87%
8ISHARES TR46432F33936,682$7.1M3.86%
9SPDR SERIES TRUST78464A30054,482$4.8M2.61%
10SPDR SERIES TRUST78464A375141,060$4.8M2.58%
11SPDR SERIES TRUST78464A20150,544$4.8M2.58%
12VANGUARD INDEX FDS92290863714,878$4.6M2.48%
13ISHARES TR46428754933,773$4.3M2.30%
14ISHARES TR46429B267176,654$4.1M2.21%
15VANGUARD CHARLOTTE FDS92203J40775,059$3.7M2.01%
16ISHARES TR46428887751,848$3.5M1.90%
17ISHARES TR46428763019,187$3.4M1.83%
18SPDR INDEX SHS FDS78463X47544,360$3.3M1.80%
19FLEXSHARES TRFLEX18,811$2.9M1.57%
20SELECT SECTOR SPDR TR81369Y20918,626$2.6M1.40%
21ISHARES TR46428876012,280$2.6M1.39%
22VANECK ETF TRUST92189F43782,087$2.4M1.32%
23ISHARES TR46428724220,517$2.3M1.24%
24SELECT SECTOR SPDR TR81369Y8038,035$2.3M1.22%
25VANGUARD INDEX FDS9229086297,106$2.1M1.13%
26ISHARES TR46428863835,462$1.9M1.04%
27SELECT SECTOR SPDR TR81369Y88619,283$1.7M0.91%
28VANGUARD WHITEHALL FDS92194640611,390$1.6M0.87%
29SELECT SECTOR SPDR TR81369Y30819,271$1.5M0.82%
30INVESCO EXCH TRADED FD TR IIIVZ36,868$1.2M0.67%
31VANGUARD WELLINGTON FD9219357067,984$1.2M0.65%
32ISHARES TR4642871769,425$1.0M0.57%
33SELECT SECTOR SPDR TR81369Y50611,316$1.0M0.55%
34INVESCO EXCHANGE TRADED FD TIVZ26,828$951,1680.51%
35FIRST TR EXCHANGE-TRADED FD33733B1008,359$939,2450.51%
36VANECK ETF TRUST92189F6762,792$911,2560.49%
37VANGUARD INDEX FDS9229083631,408$862,5290.47%
38VANGUARD WORLD FD92204A8764,475$847,6100.46%
39GATX CORPGATX4,505$787,4740.43%
40ARK ETF TR00214Q1048,472$731,2100.40%
41VANGUARD SCOTTSDALE FDS92206C8708,498$714,8080.39%
42J P MORGAN EXCHANGE TRADED F46641Q84513,599$677,4020.37%
43US BANCORP DELUSB-PS13,462$650,6180.35%
44J P MORGAN EXCHANGE TRADED F46641Q76110,218$642,8140.35%
45SCHWAB STRATEGIC TR80852484728,872$622,7710.34%
46ISHARES TR4642885627,227$614,1390.33%
47FLEXSHARES TRFLEX24,874$605,2060.33%
48HORIZON FDS44053A63021,078$595,8750.32%
49INVESCO EXCH TRADED FD TR IIIVZ11,803$583,6690.32%
50WISDOMTREE TRWT6,418$571,0280.31%
51J P MORGAN EXCHANGE TRADED F46641Q4074,153$514,6740.28%
52ALLSTATE CORPALL-PJ2,376$510,0080.28%
53ISHARES TR46434V3817,041$506,5340.27%
54WISDOMTREE TRWT4,728$476,4040.26%
55SPDR S&P 500 ETF TRSPY687$458,1490.25%
56ISHARES TR4642873748,832$433,2400.23%
57ISHARES TR4642882406,601$429,1760.23%
58GLOBAL X FDS37954Y6738,970$427,2410.23%
59AMERICAN ELEC PWR CO INC0255371013,500$393,7500.21%
60ISHARES TR4642874654,049$378,0730.20%
61ISHARES TR4642884143,382$360,1490.19%
62ISHARES TR4642874081,615$333,6470.18%
63ISHARES TR46429B6893,906$331,3460.18%
64AMAZON COM INCAMZN1,506$330,6720.18%
65ISHARES TR4642874573,974$329,7570.18%
66WISDOMTREE TRWT14,603$328,5760.18%
67SELECT SECTOR SPDR TR81369Y1003,605$323,0800.17%
68MORGAN STANLEYMS-PQ2,003$318,3970.17%
69ISHARES TR4642876551,223$296,1420.16%
70ISHARES TR4642886879,220$291,5360.16%
71MICROSOFT CORPMSFT505$261,5650.14%
72APPLE INCAAPL1,011$257,4310.14%
73J P MORGAN EXCHANGE TRADED F46641Q2093,815$254,1170.14%
74ALPHABET INCGOOG1,003$244,2810.13%
75ISHARES TR4642873091,906$230,0920.12%
76AMPLIFY ETF TR0321081023,019$230,0230.12%
77CHEVRON CORP NEWCVX1,478$229,5190.12%
78VANGUARD WORLD FD92204A8841,217$228,4670.12%
79VANGUARD WORLD FD92204A108560$222,0400.12%
80SOUTHERN COSOMN2,208$209,2520.11%
81INVESCO EXCH TRADED FD TR IIIVZ8,831$203,9080.11%