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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

Financial Advisory Corp

Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001667731-25-000781

Total Value
$651.9M
Positions
55
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (55)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287200188,440$117.0M17.95%
2ISHARES TR464287481757,092$105.0M16.11%
3ISHARES TR46434V8601,624,059$82.3M12.62%
4VANGUARD INDEX FDS922908611275,782$53.8M8.25%
5VANGUARD TAX-MANAGED FDS921943858846,621$48.3M7.40%
6ISHARES TR464288273639,573$46.5M7.13%
7VANGUARD INDEX FDS922908744216,961$38.3M5.88%
8ISHARES TR46436E8581,420,533$32.6M5.00%
9SELECT SECTOR SPDR TR81369Y209165,055$22.2M3.41%
10ISHARES TR46436E841782,545$17.6M2.70%
11ISHARES TR46436E833767,440$17.2M2.63%
12ISHARES TR464287739141,883$13.4M2.06%
13VANGUARD INDEX FDS922908553133,772$11.9M1.83%
14ISHARES TR464287341294,640$11.6M1.78%
15VANGUARD SCOTTSDALE FDS92206C64952,804$7.3M1.13%
16VANGUARD INTL EQUITY INDEX F92204277543,624$2.9M0.45%
17FIRST TR EXCHANGE TRADED FD33734X14320,779$2.2M0.33%
18VANGUARD INTL EQUITY INDEX F92204285842,946$2.1M0.33%
19GLOBAL X FDS37954Y88924,783$1.9M0.29%
20APPLE INCAAPL8,744$1.8M0.28%
21SPDR S&P 500 ETF TRSPY1,925$1.2M0.18%
22INVESCO EXCHANGE TRADED FD TIVZ6,504$1.2M0.18%
23VANGUARD INDEX FDS9229083631,837$1.0M0.16%
24TIMOTHY PLAN88743235922,399$1.0M0.15%
25ISHARES TR46435U43227,099$725,2650.11%
26NORTHERN LTS FD TR IVNTRSO20,358$723,3280.11%
27ISHARES TR46435U32527,255$692,5500.11%
28ISHARES TR46435U28327,254$690,8890.11%
29ISHARES TR46435U25926,910$689,5150.11%
30TESLA INCTSLA1,797$570,8360.09%
31ISHARES TR4642874656,142$549,0340.08%
32MICROSOFT CORPMSFT1,085$539,6900.08%
33ISHARES TR46436E86618,765$438,3340.07%
34HUNTINGTON BANCSHARES INCHBANP24,655$413,2260.06%
35NVIDIA CORPORATIONNVDA2,610$412,3540.06%
36ALPHABET INCGOOG2,261$398,4250.06%
37JPMORGAN CHASE & CO.VYLD1,177$341,1550.05%
38STRYKER CORPORATIONSYK862$341,0340.05%
39ISHARES TR4642878793,376$335,8550.05%
40ISHARES TR46435GAA012,899$312,8130.05%
41ISHARES TR46434VBD112,368$311,4240.05%
42INTUITIVE SURGICAL INCISRG495$268,9880.04%
43ISHARES TR46435UAA910,945$265,6360.04%
44SCHWAB STRATEGIC TR8085242019,657$236,0200.04%
45SPDR S&P MIDCAP 400 ETF TRMDY407$230,5580.04%
46ISHARES TR4642872344,761$229,6550.04%
47BERKSHIRE HATHAWAY INC DELBRK-A467$226,8550.03%
48DTE ENERGY CODTK1,710$226,5070.03%
49ISHARES TR4642875981,165$226,3610.03%
50WINTRUST FINL CORP97650W1081,724$213,7230.03%
51INVESCO EXCHANGE TRADED FD TIVZ2,960$210,9400.03%
52ISHARES TR46435U5158,061$204,9110.03%
53ORACLE CORPORCL-PD935$204,4200.03%
54HOME DEPOT INCHD553$202,6290.03%
55ISHARES TR4642874992,200$202,3340.03%