Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Freestate Advisors LLC

Quarter ended Q1 2025 · Filed April 9, 2025 · Accession 0001660328-25-000003

Total Value
$91.4M
Positions
36
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SER TR78464A508332,216$17.0M16.83%
2SCHWAB STRATEGIC TR808524805637,603$12.6M12.51%
3VANGUARD INDEX FDS92290836320,389$10.5M10.40%
4ISHARES TR46434V407245,172$10.4M10.34%
5ISHARES TR464288638187,940$9.9M9.79%
6SPDR S&P 500 ETF TRSPY14,971$8.4M8.31%
7ISHARES TR46428722663,024$6.2M6.19%
8AMERICAN CENTY ETF TR02507287756,004$4.9M4.84%
9SPDR SER TR78468R66344,139$4.0M4.02%
10SCHWAB STRATEGIC TR80852479782,250$2.3M2.28%
11SPDR SER TR78464A37563,561$2.1M2.10%
12ISHARES TR46428745720,979$1.7M1.72%
13LEGG MASON ETF INVT52468L50537,366$1.2M1.20%
14ISHARES TR46434V62116,503$1.0M1.01%
15APPLE INCAAPL4,054$900,4180.89%
16AMERICAN CENTY ETF TR0250723079,471$887,1870.88%
17ISHARES TR46436E7186,781$682,6800.68%
183M COMMM4,104$602,6960.60%
19INTERNATIONAL BUSINESS MACHSINTR2,121$527,4080.52%
20AT&T INCT-PC16,601$469,4760.47%
21SPDR DOW JONES INDL AVERAGE78467X1091,004$421,4950.42%
22VERIZON COMMUNICATIONS INCVZ9,131$414,1760.41%
23JPMORGAN CHASE & CO.VYLD1,458$357,7230.35%
24ISHARES TR46434V4568,545$339,1600.34%
25JANUS DETROIT STR TR47103U7536,538$318,1900.32%
26VANGUARD INTL EQUITY INDEX F9220428586,652$301,0910.30%
27FIDELITY COVINGTON TRUST3160926185,711$274,3550.27%
28DEERE & CODE572$268,3500.27%
29VANGUARD MALVERN FDS9220208055,312$265,0520.26%
30CAPITAL GRP FIXED INCM ETF T14020Y4099,691$250,1190.25%
31AMAZON COM INCAMZN1,270$241,6300.24%
32COHEN & STEERS TOTAL RETURN19247R10319,609$237,0740.24%
33INTERNATIONAL PAPER CO4601461034,413$235,4340.23%
34DOW INCDOW6,342$221,4460.22%
35FS CREDIT OPPORTUNITIES CORPFSCO12,060$85,0230.08%
36OXFORD LANE CAP CORPOXLCZ15,268$72,0670.07%
37CARLYLE CREDIT INCOME FUNDCCID10,357$70,0110.07%
38XAI OCTAGN FLT RAT & ALT INM98400T10611,806$69,7730.07%