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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

SMI Advisory Services, LLC

Quarter ended Q2 2023 · Filed April 11, 2023 · Accession 0001609008-23-000002

Total Value
$298.7M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78468R663547,704$50.1M16.77%
2SPROTT PHYSICAL GOLD TRSII3,438,358$48.5M16.23%
3ISHARES TR464287457561,083$45.5M15.25%
4ISHARES TR464287465660,801$43.4M14.52%
5VANGUARD BD INDEX FDS921937827253,906$19.1M6.40%
6SELECT SECTOR SPDR TR81369Y506202,208$17.7M5.92%
7ISHARES TR464287408110,545$16.0M5.37%
8INVESCO EXCH TRADED FD TR IIIVZ194,681$8.5M2.84%
9ISHARES TR46428720021,066$8.1M2.71%
10VANGUARD INDEX FDS92290865245,601$6.1M2.03%
11SCHWAB STRATEGIC TR808524862125,549$6.1M2.03%
12SPDR SER TR78468R54954,040$4.3M1.44%
13ISHARES TR46428876036,857$4.1M1.38%
14INVESCO EXCHANGE TRADED FD TIVZ124,406$3.7M1.23%
15SPDR S&P 500 ETF TRSPY5,212$2.0M0.67%
16INVESCO EXCH TRD SLF IDX FDIVZ51,570$1.1M0.36%
17HUBBELL INCHUBB4,345$1.0M0.34%
18INNOVATOR ETFS TRINHD33,916$1.0M0.34%
19INVESCO EXCH TRD SLF IDX FDIVZ46,502$952,5990.32%
20VANGUARD INDEX FDS9229083632,675$939,7320.31%
21VANGUARD INDEX FDS9229086374,968$865,4270.29%
22ISHARES TR4642876223,960$833,5810.28%
23SPDR SER TR78468R10128,329$818,4250.27%
24SCHWAB STRATEGIC TR80852440911,436$755,0050.25%
25ISHARES TR4642874999,504$641,0450.21%
26INVESCO EXCH TRD SLF IDX FDIVZ31,243$629,2350.21%
27SPDR INDEX SHS FDS78463X84825,474$612,9050.21%
28SPDR SER TR78464A84714,018$595,7820.20%
29VANGUARD BD INDEX FDS9219378358,272$594,2610.20%
30INNOVATOR ETFS TRINHD18,835$578,6150.19%
31SPDR SER TR78464A85412,058$542,3690.18%
32VANGUARD INTL EQUITY INDEX F9220427759,689$485,7830.16%
33SCHWAB STRATEGIC TR80852472211,574$427,4280.14%
34ISHARES TR4642883077,014$377,9150.13%
35GOLDMAN SACHS ETF TRNVGLF2,889$288,0630.10%
36ISHARES TR4642894204,042$262,6090.09%
37INVESCO EXCHANGE TRADED FD TIVZ1,850$261,3130.09%
38SPDR GOLD TRGLD1,436$243,6040.08%
39SCHWAB STRATEGIC TR8085248057,222$232,6210.08%
40ISHARES TR4642878792,371$216,4970.07%
41VANGUARD INDEX FDS9229087441,510$211,9590.07%
42CO-DIAGNOSTICS INCCODX17,499$44,0980.01%