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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

Freestate Advisors LLC

Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001660328-25-000004

Total Value
$112.0M
Positions
46
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (46)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST78464A508327,023$17.1M15.28%
2SCHWAB STRATEGIC TR808524805647,452$14.3M12.78%
3VANGUARD INDEX FDS92290836324,681$14.0M12.52%
4ISHARES TR464287226124,572$12.4M11.03%
5ISHARES TR46434V407241,057$10.4M9.29%
6ISHARES TR464288638172,571$9.2M8.21%
7AMERICAN CENTY ETF TR02507287760,375$5.5M4.91%
8SPDR SERIES TRUST78468R66350,689$4.6M4.15%
9SPDR SERIES TRUST78464A37569,206$2.3M2.08%
10SCHWAB STRATEGIC TR80852479787,219$2.3M2.06%
11SPDR S&P 500 ETF TRSPY3,643$2.3M2.01%
12ISHARES TR46428745719,923$1.7M1.47%
13LEGG MASON ETF INVT52468L50543,747$1.4M1.27%
14SCHWAB STRATEGIC TR80852430047,647$1.4M1.24%
15ISHARES TR46434V62116,749$1.1M0.96%
16AMERICAN CENTY ETF TR0250723079,591$1.0M0.93%
17APPLE INCAAPL4,057$832,4750.74%
18CAPITAL GRP FIXED INCM ETF T14020Y40928,854$748,3350.67%
19ISHARES TR46436E7186,974$702,2410.63%
20T-MOBILE US INCTMUSZ2,775$661,2770.59%
21INTERNATIONAL BUSINESS MACHSINTR2,121$625,2280.56%
223M COMMM4,104$624,7750.56%
23CAPITAL GROUP DIVIDEND VALUE14020W10614,321$565,5400.50%
24AT&T INCT-PC16,601$480,4330.43%
25VANGUARD INTL EQUITY INDEX F9220428589,073$448,7640.40%
26SPDR DOW JONES INDL AVERAGE78467X1091,007$443,7570.40%
27JPMORGAN CHASE & CO.VYLD1,460$423,2360.38%
28VERIZON COMMUNICATIONS INCVZ9,133$395,1860.35%
29ISHARES TR46434V4568,653$373,9930.33%
30JANUS DETROIT STR TR47103U8457,051$357,8540.32%
31CAPITAL GRP FIXED INCM ETF T14020Y50812,913$339,6040.30%
32JANUS DETROIT STR TR47103U7536,117$294,8910.26%
33DEERE & CODE574$291,7090.26%
34FIDELITY COVINGTON TRUST3160926185,764$281,5800.25%
35AMAZON COM INCAMZN1,270$278,6250.25%
36CAPITAL GRP FIXED INCM ETF T14020Y30010,068$278,0700.25%
37VANGUARD MALVERN FDS9220208055,317$267,2760.24%
38COHEN & STEERS TOTAL RETURN19247R10319,742$238,0860.21%
39VANGUARD WORLD FD9219107093,424$230,4390.21%
40INTERNATIONAL PAPER CO4601461034,413$206,6610.18%
41WHIRLPOOL CORPWHR-PA1,993$202,0900.18%
42FS CREDIT OPPORTUNITIES CORPFSCO12,554$91,1420.08%
43EAGLE POINT CREDIT COMPANY IECCW10,499$80,4190.07%
44CARLYLE CREDIT INCOME FUNDCCID10,886$70,5390.06%
45XAI OCTAGN FLT RAT & ALT INM98400T10612,283$69,4020.06%
46OXFORD LANE CAP CORPOXLCZ16,264$68,3090.06%