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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 Q4 2025 · Filed February 9, 2026 · Accession 0001419099-26-000001

Total Value
$154.8M
Positions
78
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (78)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR46428720030,473$20.9M13.49%
2VANGUARD TAX-MANAGED FDS921943858169,363$10.6M6.84%
3ISHARES TR464287226104,866$10.5M6.77%
4FLEXSHARES TRFLEX123,302$9.3M6.01%
5INVESCO QQQ TRIVZ12,528$7.7M4.97%
6ISHARES TR46428743279,010$6.9M4.45%
7ISHARES TR46432F33934,307$6.8M4.40%
8VANGUARD SPECIALIZED FUNDS92190884426,937$5.9M3.83%
9SPDR SERIES TRUST78464A30051,255$4.7M3.01%
10SPDR SERIES TRUST78464A375136,067$4.6M2.97%
11SPDR SERIES TRUST78464A20147,876$4.5M2.91%
12VANGUARD INDEX FDS92290863713,674$4.3M2.78%
13ISHARES TR46429B267171,090$3.9M2.55%
14ISHARES TR46428754929,198$3.8M2.44%
15VANGUARD CHARLOTTE FDS92203J40766,059$3.2M2.06%
16SPDR INDEX SHS FDS78463X47533,666$2.6M1.67%
17ISHARES TR46428876011,768$2.5M1.63%
18VANECK ETF TRUST92189F43778,692$2.3M1.49%
19ISHARES TR46428887730,702$2.2M1.42%
20SELECT SECTOR SPDR TR81369Y20913,973$2.2M1.40%
21ISHARES TR46428763011,096$2.0M1.30%
22ISHARES TR46428724215,316$1.7M1.09%
23VANGUARD INDEX FDS9229086295,697$1.7M1.07%
24SELECT SECTOR SPDR TR81369Y88634,586$1.5M0.95%
25ISHARES GOLD TRIAU17,264$1.4M0.91%
26ISHARES TR46428863824,993$1.3M0.87%
27SELECT SECTOR SPDR TR81369Y8038,641$1.2M0.80%
28VANGUARD WELLINGTON FD9219357067,696$1.2M0.76%
29SELECT SECTOR SPDR TR81369Y30813,483$1.0M0.68%
30INVESCO EXCH TRADED FD TR IIIVZ28,443$999,7850.65%
31INVESCO EXCHANGE TRADED FD TIVZ26,881$904,0080.58%
32VANGUARD WHITEHALL FDS9219464066,121$878,5570.57%
33VANGUARD INDEX FDS9229083631,266$794,2990.51%
34VANGUARD WORLD FD92204A8764,265$789,1960.51%
35GATX CORPGATX4,505$764,0480.49%
36ISHARES TR4642871766,611$726,6200.47%
37US BANCORP DELUSB-PS13,462$718,3320.46%
38VANGUARD SCOTTSDALE FDS92206C8708,352$699,5390.45%
39SELECT SECTOR SPDR TR81369Y50615,373$687,3340.44%
40J P MORGAN EXCHANGE TRADED F46641Q76110,218$645,5730.42%
41ARK ETF TR00214Q1048,007$615,9210.40%
42FLEXSHARES TRFLEX3,554$562,4140.36%
43HORIZON FDS44053A63019,096$553,2110.36%
44WISDOMTREE TRWT5,860$524,1390.34%
45ISHARES TR46434V3817,373$514,1930.33%
46VANECK ETF TRUST92189F6761,410$508,0760.33%
47SCHWAB STRATEGIC TR80852484724,167$504,8570.33%
48ISHARES TR4642885625,998$495,6840.32%
49ALLSTATE CORPALL-PJ2,376$494,5640.32%
50FIRST TR EXCHANGE-TRADED FD33733B1004,388$476,7180.31%
51SPDR S&P 500 ETF TRSPY624$425,8150.28%
52INVESCO EXCH TRADED FD TR IIIVZ8,796$422,2090.27%
53ISHARES SILVER TRSLV6,521$420,0830.27%
54AMERICAN ELEC PWR CO INC0255371013,500$403,5850.26%
55FLEXSHARES TRFLEX15,629$376,0520.24%
56ISHARES TR4642874653,785$363,5140.23%
57ISHARES TR4642873747,228$362,8660.23%
58ISHARES TR4642884143,351$358,9260.23%
59MORGAN STANLEYMS-PQ2,003$355,5930.23%
60J P MORGAN EXCHANGE TRADED F46641Q4072,859$354,4570.23%
61AMAZON COM INCAMZN1,506$347,6150.22%
62ALPHABET INCGOOG1,003$314,7410.20%
63J P MORGAN EXCHANGE TRADED F46641Q8456,272$314,1120.20%
64WISDOMTREE TRWT13,623$306,3210.20%
65ISHARES TR4642874081,431$303,5270.20%
66WISDOMTREE TRWT2,910$296,3690.19%
67SPDR GOLD TRGLD727$288,1170.19%
68APPLE INCAAPL1,051$285,7250.18%
69ISHARES TR4642876551,124$276,7920.18%
70MICROSOFT CORPMSFT529$255,8350.17%
71ISHARES TR4642882403,447$231,4070.15%
72CHEVRON CORP NEWCVX1,494$227,7010.15%
73CAPITAL ONE FINL CORP14040H105917$222,2440.14%
74ISHARES TR4642886876,960$215,4820.14%
75NEXTERA ENERGY INCNEE-PW2,681$215,2310.14%
76ISHARES TR4642874572,486$205,9040.13%
77INVESCO EXCH TRADED FD TR IIIVZ8,826$204,6750.13%
78AMPLIFY ETF TR0321081022,747$204,4770.13%