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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

FDx Advisors, Inc.

Quarter ended Q3 2024 · Filed November 4, 2024 · Accession 0001566601-24-000010

Total Value
$366,938
Positions
197
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (197)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD BD INDEX FDS TOTAL BND MRKT921937835273,289$20,5275.59%
2ISHARES TR CORE MSCI INTL46435G326266,148$18,8515.14%
3ISHARES TR RUS 1000 VAL ETF46428759886,084$16,3394.45%
4ISHARES TR MBS ETF464288588170,139$16,3014.44%
5ISHARES TR RUS 1000 GRW ETF46428761443,238$16,2314.42%
6SCHWAB STRATEGIC TR US TIPS ETF808524870291,865$15,6534.27%
7ISHARES INC CORE MSCI EMKT46434G103253,751$14,5683.97%
8ISHARES TR CORE US AGGBD ET464287226101,449$10,2742.80%
9ISHARES TR CORE MSCI EAFE46432F84293,562$7,3031.99%
10VANGUARD INDEX FDS GROWTH ETF92290873618,319$7,0331.92%
11SPDR SER TR PORTFOLIO INTRMD78464A375205,503$6,9281.89%
12VANGUARD INDEX FDS S P 500 ETF SHS92290836312,883$6,7981.85%
13J P MORGAN EXCHANGE TRADED F US QUALTY FCTR46641Q761110,079$6,2271.70%
14ISHARES TR MSCI USA MIN VOL46429B69767,485$6,1621.68%
15ISHARES TR MSCI USA QLT FCT46432F33931,370$5,6251.53%
16ISHARES GOLD TR ISHARES NEWIAU112,692$5,6011.53%
17ISHARES TR RUS MID CAP ETF46428749963,484$5,5951.52%
18ISHARES TR CORE S P500 ETF4642872009,207$5,3111.45%
19ISHARES TR CORE S P SCP ETF46428780445,044$5,2681.44%
20PACER FDS TR US CASH COWS 10069374H88186,080$4,9781.36%
21MICROSOFT CORP COMMSFT10,809$4,6511.27%
22ETF SER SOLUTIONS DISTILLATE US26922A32180,741$4,5801.25%
23ISHARES U S ETF TR BLOOMBERG ROLL46431W59889,028$4,4391.21%
24VANGUARD INDEX FDS SM CP VAL ETF92290861121,322$4,2811.17%
25VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF92204271833,023$4,1601.13%
26ISHARES TR CORE MSCI PAC46434V69661,166$4,0731.11%
27SPDR SER TR S P DIVID ETF78464A76328,422$4,0371.10%
28ISHARES TR ISHS 5 10YR INVT46428863874,880$4,0231.10%
29ISHARES INC MSCI GBL MIN VOL46428652534,283$3,9261.07%
30NVIDIA CORPORATION COMNVDA30,156$3,6621.00%
31ISHARES TR ISHS 1 5YR INVS46428864663,333$3,3350.91%
32ISHARES TR 20 YR TR BD ETF46428743233,333$3,2700.89%
33VANGUARD INDEX FDS VALUE ETF92290874418,530$3,2350.88%
34INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000IVZ75,237$3,0570.83%
35FLEXSHARES TR MORNSTAR UPSTRFLEX69,429$2,8640.78%
36SPDR SER TR PORTFOLIO LN TSR78464A66495,591$2,7790.76%
37APPLE INC COMAAPL11,057$2,5760.70%
38VANGUARD MUN BD FDS TAX EXEMPT BD92290774650,047$2,5580.70%
39VANGUARD INDEX FDS REAL ESTATE ETF92290855324,918$2,4270.66%
40VANGUARD INDEX FDS MID CAP ETF9229086298,873$2,3410.64%
41J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN46641Q21738,371$2,2750.62%
42ISHARES INC MSCI CDA ETF46428650954,663$2,2700.62%
43VANGUARD BD INDEX FDS LONG TERM BOND92193779329,343$2,2060.60%
44AMAZON COM INC COMAMZN10,982$2,0460.56%
45META PLATFORMS INC CL AMETA3,297$1,8870.51%
46VANGUARD INDEX FDS SMALL CP ETF9229087517,222$1,7130.47%
47ISHARES TR 0 5YR HI YL CP46434V40738,498$1,6720.46%
48JANUS DETROIT STR TR HENDERSON MTG47103U85235,825$1,6710.46%
49ISHARES TR EAFE SML CP ETF46428827323,132$1,5660.43%
50TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS8740391008,756$1,5210.41%
51ISHARES TR MSCI EAFE ETF46428746517,579$1,4700.40%
52SPDR SER TR ICE PFD SEC ETF78464A29240,654$1,4500.40%
53VANGUARD WORLD FD MEGA CAP INDEX9219108736,953$1,4370.39%
54ISHARES TR MSCI INTL QUALTY46434V45633,911$1,4070.38%
55SCHWAB STRATEGIC TR INTL EQTY ETF80852480534,123$1,4030.38%
56VANGUARD MALVERN FDS STRM INFPROIDX92202080527,706$1,3660.37%
57ISHARES INC MSCI EM ASIA ETF46428642617,318$1,3570.37%
58PACER FDS TR PACER US SMALL69374H85728,960$1,3470.37%
59BROADCOM INC COMAVGO7,774$1,3410.37%
60INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNMIVZ24,634$1,3050.36%
61PACER FDS TR DEVELOPED MRKT69374H87340,773$1,2900.35%
62SPDR INDEX SHS FDS S P INTL ETF78463X77233,156$1,2730.35%
63NOVO NORDISK A S ADRNONOF10,178$1,2120.33%
64VANGUARD INDEX FDS MCAP VL IDXVIP9229085127,098$1,1900.32%
65FERRARI N V COMRACE2,302$1,0820.29%
66MERCADOLIBRE INC COMMELI508$1,0420.28%
67VISA INC COM CL AV3,526$9690.26%
68ASTRAZENECA PLC SPONSORED ADRAZN12,053$9390.26%
69CANADIAN PACIFIC KANSAS CITY COMCP10,620$9080.25%
70ICON PLC SHSICLR3,105$8920.24%
71ISHARES TR 10 YR INVST GRD46428951116,635$8910.24%
72ISHARES TR JPMORGAN USD EMG4642882819,331$8730.24%
73VANGUARD INDEX FDS MCAP GR IDXVIP9229085383,420$8330.23%
74LINDE PLC SHSLIN1,745$8320.23%
75ALPHABET INC CAP STK CL AGOOG4,878$8090.22%
76ISHARES TR RUSSELL 2000 ETF4642876553,639$8040.22%
77SEA LTD SPONSORD ADSSE8,309$7830.21%
78VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD92206C4099,752$7750.21%
79ISHARES TR 7 10 YR TRSY BD4642874407,714$7570.21%
80ALPHABET INC CAP STK CL CGOOG4,477$7490.20%
81ARCH CAP GROUP LTD ORDG0450A1056,477$7250.20%
82JPMORGAN CHASE CO COMVYLD3,351$7070.19%
83FERGUSON ENTERPRISES INC COMMON STOCK NEW ADDEDFERG3,495$6940.19%
84SIMPLIFY EXCHANGE TRADED FUN SHORT TERM TREA82889N65730,164$6930.19%
85UNITEDHEALTH GROUP INC COMUNH1,180$6900.19%
86SPOTIFY TECHNOLOGY S A SHSSPOT1,766$6510.18%
87ASML HOLDING N V N Y REGISTRY SHSASMLF771$6420.17%
88APPLOVIN CORP COM CL AAPP4,740$6190.17%
89JOHNSON JOHNSON COMJNJ3,780$6130.17%
90ICICI BANK LIMITED ADRIBN19,958$5960.16%
91CHEVRON CORP NEW COMCVX3,939$5800.16%
92VANGUARD BD INDEX FDS SHORT TRM BOND9219378277,320$5760.16%
93ISHARES TR RUS MD CP GR ETF4642874814,874$5720.16%
94COUPANG INC CL ACPNG22,662$5560.15%
95AON PLC SHS CL AAON1,601$5540.15%
96NU HLDGS LTD ORD SHS CL ANU40,615$5540.15%
97STERIS PLC SHS USDSTE2,263$5490.15%
98ABBVIE INC COMABBV2,770$5470.15%
99SERVICENOW INC COMNOW611$5460.15%
100BOSTON SCIENTIFIC CORP COMBSX6,381$5350.15%
101MONDAY COM LTD SHSMNDY1,914$5320.14%
102WASTE CONNECTIONS INC COMWCN2,937$5250.14%
103SCHWAB STRATEGIC TR US AGGREGATE B80852483910,910$5180.14%
104WALMART INC COMWMT6,150$4970.14%
105EXXON MOBIL CORP COMXOM4,234$4960.14%
106HOME DEPOT INC COMHD1,186$4810.13%
107AT T INC COMT-PC21,552$4740.13%
108NATERA INC COMNTRA3,707$4710.13%
109BANK NEW YORK MELLON CORP COM0640581006,445$4630.13%
110PHILIP MORRIS INTL INC COM7181721093,802$4620.13%
111S P GLOBAL INC COMSPGI888$4590.13%
112UBS GROUP AG SHSUBS14,620$4520.12%
113GILEAD SCIENCES INC COMGILD5,365$4500.12%
114GFL ENVIRONMENTAL INC SUB VTG SHSGFL11,166$4450.12%
115ELI LILLY CO COMLLY502$4450.12%
116NETFLIX INC COMNFLX622$4410.12%
117DBX ETF TR XTRACK USD HIGH23305143211,849$4370.12%
118HEICO CORP NEW COMHEI-A1,647$4310.12%
119BANK AMERICA CORP COM06050510410,476$4160.11%
120SYSCO CORP COMSYY5,149$4020.11%
121ENBRIDGE INC COMENNPF9,862$4000.11%
122CISCO SYS INC COMCSCO7,175$3820.10%
123ADOBE INC COMADBE732$3790.10%
124AMGEN INC COMAMGN1,140$3670.10%
125VERTIV HOLDINGS CO COM CL AVRT3,667$3650.10%
126US BANCORP DEL COM NEWUSB-PS7,864$3600.10%
127CANADIAN NAT RES LTD COM13638510110,797$3590.10%
128NEXTERA ENERGY INC COMNEE-PW4,242$3590.10%
129VERIZON COMMUNICATIONS INC COMVZ7,829$3520.10%
130SALESFORCE INC COMCRM1,266$3470.09%
131DELL TECHNOLOGIES INC CL CDELL2,918$3460.09%
132QUALCOMM INC COMQCOM2,016$3430.09%
133ISHARES TR RUS MDCP VAL ETF4642874732,577$3410.09%
134DBX ETF TR XTRACK MSCI EAFE23305163012,620$3390.09%
135TOTALENERGIES SE SPONSORED ADSTTE5,221$3370.09%
136JOHNSON CTLS INTL PLC SHSG515021054,318$3350.09%
137TJX COS INC NEW COM8725401092,842$3340.09%
138PNC FINL SVCS GROUP INC COM6934751051,800$3330.09%
139KENVUE INC COMKVUE14,341$3320.09%
140ATLASSIAN CORPORATION CL ATEAM2,079$3300.09%
141MERCK CO INC COMMRK2,896$3290.09%
142SOUTHERN CO COMSOMN3,566$3220.09%
143TRANSDIGM GROUP INC COMTDG223$3180.09%
144PULTE GROUP INC COM7458671012,171$3120.09%
145COCA COLA CO COMKO4,334$3110.08%
146MORGAN STANLEY COM NEWMS-PQ2,973$3100.08%
147SANOFI SPONSORED ADRSNYNF5,385$3100.08%
148DUKE ENERGY CORP NEW COM NEWDUKB2,630$3030.08%
149KIMBERLY CLARK CORP COMKMB2,123$3020.08%
150AMERICAN EXPRESS CO COMAXP1,108$3000.08%
151CHUBB LIMITED COMCB1,041$3000.08%
152SPDR INDEX SHS FDS DJ GLB RL ES ETF78463X7496,256$2970.08%
153TESLA INC COMTSLA1,130$2960.08%
154BRISTOL MYERS SQUIBB CO COMCELG-RI5,696$2950.08%
155BCE INC COM NEWBCPPF8,402$2920.08%
156SCHWAB STRATEGIC TR 1 5YR CORP BD8085247145,877$2920.08%
157INTUITIVE SURGICAL INC COM NEWISRG579$2840.08%
158VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF9220428585,892$2820.08%
159ZOETIS INC CL AZTS1,441$2820.08%
160COMCAST CORP NEW CL ACCZ6,718$2810.08%
161REINSURANCE GRP OF AMERICA I COM NEW7593516041,281$2790.08%
162NATIONAL GRID PLC SPONSORED ADR NENMPWP3,959$2760.08%
163TRUIST FINL CORP COM89832Q1096,426$2750.07%
164ANALOG DEVICES INC COMADI1,184$2730.07%
165ISHARES TR 0 5 YR TIPS ETF46429B7472,692$2730.07%
166LYONDELLBASELL INDUSTRIES N SHS ALYB2,785$2670.07%
167ISHARES TR BROAD USD HIGH46435U8536,950$2620.07%
168PFIZER INC COMPFE9,034$2610.07%
169WORKDAY INC CL AWDAY1,059$2590.07%
170ENTERGY CORP NEW COMENO1,968$2590.07%
171FISERV INC COMFISV1,413$2540.07%
172UNITED PARCEL SERVICE INC CL BUPS1,831$2500.07%
173DRAFTKINGS INC NEW COM CL ADKNG6,338$2480.07%
174ISHARES TR MSCI EMG MKT ETF4642872345,378$2470.07%
175ELEVANCE HEALTH INC COMELV474$2460.07%
176DANAHER CORPORATION COM235851102886$2460.07%
177TAPESTRY INC COMTPR5,223$2450.07%
178XCEL ENERGY INC COMXELLL3,752$2450.07%
179EPAM SYS INC COMEPAM1,179$2350.06%
180MEDTRONIC PLC SHSMDT2,588$2330.06%
181AMERICAN ELEC PWR CO INC COM0255371012,266$2320.06%
182MICRON TECHNOLOGY INC COMMU2,225$2310.06%
183CITIGROUP INC COM NEWC-PR3,676$2300.06%
184HOWMET AEROSPACE INC COMHWM2,298$2300.06%
185LOWES COS INC COM548661107848$2300.06%
186T MOBILE US INC COMTMUSZ1,112$2290.06%
187PEPSICO INC COMPEP1,343$2280.06%
188DIAGEO PLC SPON ADR NEWDGEAF1,607$2260.06%
189PROLOGIS INC COMPLDGP1,792$2260.06%
190TC ENERGY CORP COMTRPRF4,729$2250.06%
191IQVIA HLDGS INC COMIQV941$2230.06%
192GENERAL DYNAMICS CORP COMGD733$2220.06%
193REALTY INCOME CORP COMO3,499$2220.06%
194IRON MTN INC DEL COM46284V1011,836$2180.06%
195WELLS FARGO CO NEW COM9497461013,712$2100.06%
196HUNTINGTON BANCSHARES INC COMHBANP13,995$2060.06%
197THE CIGNA GROUP COM125523100587$2030.06%