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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 Q4 2025 · Filed January 20, 2026 · Accession 0001635342-26-000001

Total Value
$387.7M
Positions
68
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Total Stock Market ETF922908769213,323$71.5M18.45%
2Vanguard Mega Cap Growth92191081687,032$35.9M9.27%
3iShares Core US Aggregate Bond464287226315,193$31.5M8.12%
4Vanguard Meg Cap Value ETF921910840174,812$24.7M6.37%
5Invesco QQQ TrustIVZ30,077$18.5M4.77%
6Vanguard Long-Term Bond ETF921937793265,256$18.4M4.76%
7Vanguard FTSE All-Wld ex-US922042775248,592$18.3M4.72%
8Fidelity Total Bond ETF316188309357,922$16.5M4.25%
9iShares 3-7 Year Treasury Bond ETF464288661134,422$16.0M4.14%
10Vanguard Small-Cap ETF92290875156,025$14.5M3.73%
11iShares Russell 1000 ETF46428762234,995$13.1M3.37%
12iShares Core S&P Total US Stk Mkt46428715069,294$10.3M2.66%
13Xtrackers MSCI EAFE High Div Yield Eq ETF233051630295,184$9.1M2.36%
14Vanguard High Dividend Yield ETF92194640661,573$8.8M2.28%
15Vanguard Index Fd MCAP VL IDX92290851248,526$8.6M2.22%
16Vanguard Short-Term Corporate Bond ETF92206C409107,171$8.5M2.20%
17iShares S&P 500 Value46428740834,412$7.3M1.88%
18iShares Core 10 Year USD Bond ETF464289479111,263$5.5M1.43%
19iShares S&P Mid-Cap 400 Value46428770540,244$5.3M1.37%
20Vanguard Total Bond Market ETF92193783567,406$5.0M1.29%
21Vanguard FTSE Developed Markets ETF92194385856,272$3.5M0.91%
22iShares Core S&P Small-Cap ETF46428780425,966$3.1M0.80%
23AppleAAPL11,087$3.0M0.78%
24Dimensional US Equity ETF25434V40134,999$2.6M0.67%
25iShares S&P 500 Growth46428730919,668$2.4M0.63%
26iShares Core MSCI EAFE ETF46432F84222,383$2.0M0.52%
27Vanguard Russell 1000 Growth92206C68016,441$2.0M0.52%
28Vanguard Russell 1000 ETF92206C7305,491$1.7M0.44%
29iShares Core MSCI Total Intl46432F83418,915$1.6M0.41%
30iShares 5-10 Yr Investment Grade Corp Bd46428863827,384$1.5M0.38%
31iShares Russell 30004642876893,690$1.4M0.37%
32Vanguard Short-Term Treasury92206C10222,677$1.3M0.34%
33iShares Core Total USD Bond Market ETF46434V61325,493$1.2M0.31%
34Microsoft CorpMSFT1,789$865,1960.22%
35Northrup GrummanNOC1,405$801,1450.21%
36Vanguard ESG US Stock ETF9219107335,977$722,9780.19%
37Invesco NASDAQ 100 ETFIVZ2,470$624,7450.16%
38Vanguard Mid-Cap ETF9229086292,058$597,2730.15%
39Vanguard FTSE Emerging Mkt ETF92204285810,723$576,4670.15%
40Vanguard Total World Stock ETF9220427423,531$498,0830.13%
41American Express CoAXP1,269$469,4670.12%
42Nuveen ESG Large-Cap ValueNU10,104$455,1850.12%
43Nuveen ESG Large-Cap Growth ETFNU4,443$434,5250.11%
44Johnson & JohnsonJNJ1,741$360,3000.09%
45iShares 10 Year Invmt Grd Corp Bond ETF4642895117,130$359,7090.09%
46Vaguard Short-Term Tax-Exempt Bond ETF9219358703,490$354,4970.09%
47iShares ESG Aware US Aggregate Bond46435U5497,155$342,3670.09%
48Amazon.com IncAMZN1,460$336,9970.09%
49Old Dominion Freight Line Inc Ordinary SharesODFL2,088$327,3980.08%
50AutodeskADSK1,090$322,6510.08%
51Walmart IncWMT2,859$318,5210.08%
52SPDR S&P 500 ETF TrustSPY451$307,5460.08%
53Texas Instruments8825081041,768$306,7300.08%
54Cirrus Logic IncCRUS2,400$284,4000.07%
55SPDR Portfolio LN TSR78464A66410,228$270,7350.07%
56UnitedHealth GroupUNH811$267,7190.07%
57iShares ESG Optimized MSCI USA ETF4642888021,919$267,4030.07%
58TE Connectivity PLC ORD SHSTEL1,165$265,0490.07%
59iShares Core MSCI Emer Mkt46434G1033,769$253,3520.07%
60O'Reilly Automotive Inc67103H1072,580$235,3220.06%
61Alphabet Inc Cap Stock Class AGOOG726$227,2380.06%
62Ishares ESG Aware MSCI EAFE ETF46435G5162,196$208,8180.05%
63Invesco BulletShares 2032 Corporate Bd ETFIVZ9,933$207,3510.05%
64Invesco BulletShares 2030 Corporate Bd ETFIVZ12,191$206,2720.05%
65Vanguard S&P 500 Value921932703998$204,4400.05%
66Invesco BulletShares 2028 Corporate Bd ETFIVZ9,914$204,2280.05%
67Coca Cola CoKO2,899$202,6690.05%
68Invesco BulletShares 2026 Corporate Bd ETFIVZ10,292$201,4660.05%