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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

ETF Portfolio Partners, Inc.

Quarter ended Q2 2025 · Filed July 23, 2025 · Accession 0001635342-25-000004

Total Value
$360.8M
Positions
66
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (66)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Total Stock Market ETF922908769219,671$66.8M18.50%
2Vanguard Mega Cap Growth92191081695,148$34.8M9.66%
3iShares Core US Aggregate Bond464287226297,039$29.5M8.17%
4Vanguard Meg Cap Value ETF921910840169,686$22.3M6.17%
5Invesco QQQ TrustIVZ32,362$17.9M4.95%
6Vanguard Long-Term Bond ETF921937793247,486$17.2M4.77%
7Vanguard FTSE All-Wld ex-US922042775251,634$16.9M4.69%
8iShares 3-7 Year Treasury Bond ETF464288661127,537$15.2M4.21%
9Fidelity Total Bond ETF316188309330,508$15.1M4.19%
10Vanguard Small-Cap ETF92290875155,109$13.1M3.62%
11iShares Russell 1000 ETF46428762234,816$11.8M3.28%
12iShares Core S&P Total US Stk Mkt46428715071,580$9.7M2.68%
13Xtrackers MSCI EAFE High Div Yield Eq ETF233051630282,654$8.2M2.26%
14Vanguard Short-Term Corporate Bond ETF92206C409100,171$8.0M2.21%
15Vanguard High Dividend Yield ETF92194640658,667$7.8M2.17%
16Vanguard Index Fd MCAP VL IDX92290851246,462$7.6M2.12%
17iShares S&P 500 Value46428740833,836$6.6M1.83%
18iShares Core LT USDB464289479112,031$5.5M1.53%
19iShares S&P Mid-Cap 400 Value46428770540,217$5.0M1.38%
20Vanguard Total Bond Market ETF92193783566,598$4.9M1.36%
21Vanguard FTSE Developed Markets92194385856,790$3.2M0.90%
22iShares Core S&P Small-Cap ETF46428780426,826$2.9M0.81%
23Dimensional US Equity ETF25434V40134,999$2.3M0.65%
24AppleAAPL11,087$2.3M0.63%
25iShares S&P 500 Growth46428730918,658$2.1M0.57%
26iShares Core MSCI EAFE ETF46432F84223,980$2.0M0.55%
27Vanguard Russell 1000 Growth92206C68018,318$2.0M0.55%
28Vanguard Russell 1000 ETF92206C7306,540$1.8M0.51%
29iShares 5-10 Yr Investment Grade Corp Bd46428863827,011$1.4M0.40%
30iShares Core MSCI Total Intl46432F83417,256$1.3M0.37%
31iShares Russell 30004642876893,702$1.3M0.36%
32Vanguard Short-Term Treasury92206C10221,218$1.2M0.35%
33iShares Core Total USD Bond Market ETF46434V61324,873$1.1M0.32%
34Microsoft CorpMSFT1,789$889,8660.25%
35Northrup GrummanNOC1,405$702,4720.19%
36Vanguard ESG US Stock ETF9219107336,149$674,1760.19%
37Invesco NASDAQ 100 ETFIVZ2,654$602,7390.17%
38Vanguard FTSE Emerging Mkt ETF92204285811,173$552,6150.15%
39Vanguard Mid-Cap ETF9229086291,886$527,7590.15%
40Vaguard Short-Term Tax-Exempt Bond ETF9219358704,990$503,6410.14%
41Vanguard Total World Stock ETF9220427423,649$468,9690.13%
42Nuveen ESG Large-Cap Growth ETFNU4,682$439,8740.12%
43American Express CoAXP1,269$404,7860.11%
44Nuveen ESG Large-Cap ValueNU9,502$398,2760.11%
45Texas Instruments8825081041,768$367,0720.10%
46iShares 10 Year Invmt Grd Corp Bond ETF4642895117,130$357,9970.10%
47Old Dominion Freight Line Inc Ordinary SharesODFL2,088$338,8820.09%
48AutodeskADSK1,090$337,4310.09%
49Amazon.com IncAMZN1,460$320,3090.09%
50iShares ESG Aware US Aggregate Bond46435U5496,730$319,9440.09%
51Walmart IncWMT2,859$279,5530.08%
52Johnson & JohnsonJNJ1,741$265,9380.07%
53iShares Core MSCI Emer Mkt46434G1034,394$263,7720.07%
54Vanguard S&P 500 Value9219327031,383$260,9860.07%
55UnitedHealth GroupUNH809$252,3840.07%
56SPDR Portfolio LN TSR78464A6649,431$250,6760.07%
57Cirrus Logic IncCRUS2,400$250,2120.07%
58O'Reilly Automotive Inc67103H1072,580$232,5350.06%
59iShares ESG Optimized MSCI USA ETF4642888021,821$230,8120.06%
60Proctor & Gamble7427181091,302$207,4350.06%
61Coca Cola CoKO2,899$205,1040.06%
62Invesco BulletShares 2032 Corporate Bd ETFIVZ9,933$204,6200.06%
63Invesco BulletShares 2030 Corporate Bd ETFIVZ12,191$204,5650.06%
64Invesco BulletShares 2028 Corporate Bd ETFIVZ9,914$203,1380.06%
65Invesco BulletShares 2026 Corporate Bd ETFIVZ10,292$200,9000.06%
66Comcast Corp CL ACCZ5,626$200,7920.06%