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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

Warren Street Wealth Advisors, LLC

Quarter ended Q1 2024 · Filed March 19, 2024 · Accession 0001703496-24-000002

Total Value
$176.2M
Positions
89
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (89)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908363128,640$56.2M31.88%
2WISDOMTREE TRWT438,266$12.7M7.18%
3WORLD GOLD TRGLDW212,259$8.7M4.93%
4WISDOMTREE TRWT469,398$7.9M4.51%
5SPDR INDEX SHS FDS78463X855130,878$7.0M3.97%
6SPDR INDEX SHS FDS78463X541120,800$6.8M3.88%
7CHEVRON CORP NEWCVX36,779$5.5M3.11%
8SPDR SER TR78464A847111,301$5.4M3.08%
9SPDR SER TR78468R853102,172$4.3M2.45%
10CAMBRIA ETF TR132061706133,115$4.2M2.37%
11ISHARES TR46428835655,478$3.2M1.82%
12APPLE INCAAPL16,665$3.2M1.82%
13VANGUARD INTL EQUITY INDEX F92204267674,455$3.2M1.80%
14MICROSOFT CORPMSFT6,767$2.5M1.44%
15SPDR INDEX SHS FDS78463X43434,615$2.5M1.44%
16ISHARES TR46436E71819,467$2.0M1.11%
17ISHARES TR4642872003,737$1.8M1.01%
18ALPHABET INCGOOG12,194$1.7M0.98%
19AMAZON COM INCAMZN9,507$1.4M0.82%
20NVIDIA CORPORATIONNVDA2,759$1.4M0.78%
21WISDOMTREE TRWT26,540$1.3M0.76%
22VANGUARD INTL EQUITY INDEX F92204274212,863$1.3M0.75%
23TESLA INCTSLA4,591$1.1M0.65%
24BONDBLOXX ETF TRUST09789C86122,117$1.1M0.62%
25ALPHABET INCGOOG7,380$1.0M0.58%
26ISHARES TR4642876223,757$985,3110.56%
27EA SERIES TRUST02072L20138,847$972,9170.55%
28BONDBLOXX ETF TRUST09789C78819,182$962,9360.55%
29VANGUARD TAX-MANAGED FDS92194385818,534$887,7790.50%
30SPDR S&P 500 ETF TRSPY1,853$880,7490.50%
31ISHARES TR4642875073,072$851,5340.48%
32FIRST TR EXCH TRADED FD III33739N10815,312$791,0870.45%
33HOME DEPOT INCHD2,185$757,2040.43%
34META PLATFORMS INCMETA2,069$732,3430.42%
35ABRDN GOLD ETF TRUST00326A10434,792$686,7940.39%
36EA SERIES TRUST02072L10216,525$669,0810.38%
37SPDR SER TR78464A50813,370$623,4330.35%
38BERKSHIRE HATHAWAY INC DELBRK-A1,695$604,5390.34%
39INVESCO EXCH TRADED FD TR IIIVZ23,871$596,2980.34%
40JPMORGAN CHASE & COVYLD3,502$595,6900.34%
41VANGUARD INTL EQUITY INDEX F92204285814,170$582,3880.33%
42ISHARES TR46432F3393,887$571,9330.32%
43ELI LILLY & COLLY964$561,9350.32%
44SPDR SER TR78468R53111,891$549,3640.31%
45BROADCOM INCAVGO472$526,8700.30%
46PROCTER AND GAMBLE CO7427181093,542$519,0450.29%
47VISA INCV1,984$516,5340.29%
48SCHWAB STRATEGIC TR8085245086,570$494,8520.28%
49ISHARES TR46435G40918,553$491,8400.28%
50UNITEDHEALTH GROUP INCUNH894$470,6640.27%
51FIRST TR EXCH TRADED FD III33739P8639,418$470,0520.27%
52ISHARES TR46435G5166,158$465,1750.26%
53ISHARES INC4642865254,568$458,3750.26%
54CATERPILLAR INCCAT1,535$453,9450.26%
55SPDR SER TR78464A4096,926$450,6060.26%
56EA SERIES TRUST02072L60713,574$446,5850.25%
57ISHARES TR46435G5325,126$415,4620.24%
58SPDR INDEX SHS FDS78463X88912,119$412,1570.23%
59ISHARES INC46434G86312,391$397,2550.23%
60INVESCO ACTVELY MNGD ETC FDIVZ29,518$392,5890.22%
61MASTERCARD INCORPORATEDMA874$372,7700.21%
62ADVANCED MICRO DEVICES INCAMD2,495$367,7880.21%
63NETFLIX INCNFLX740$360,2910.20%
64ISHARES TR4642884143,243$351,5740.20%
65EXXON MOBIL CORPXOM3,309$330,8490.19%
66VANGUARD INDEX FDS922908736994$309,0150.18%
67CSX CORPCSX8,789$304,7150.17%
68VANGUARD INDEX FDS9229087511,381$294,6090.17%
69ISHARES TR4642871502,788$293,3810.17%
70PEPSICO INCPEP1,706$289,7470.16%
71JOHNSON & JOHNSONJNJ1,840$288,4020.16%
72ADOBE INCADBE481$286,9650.16%
73COSTCO WHSL CORP NEW22160K105427$281,8540.16%
74NEXTERA ENERGY INCNEE-PW4,564$277,2170.16%
75AUTOMATIC DATA PROCESSING INADP1,165$271,4100.15%
76INTUITINTU399$249,3870.14%
77ABBVIE INCABBV1,533$237,5690.13%
78MERCK & CO INCMRK2,166$236,1370.13%
79BOOKING HOLDINGS INCBKNG65$230,5690.13%
80WALMART INCWMT1,458$229,8020.13%
81ISHARES GOLD TRIAU5,865$228,9110.13%
82COCA COLA COKO3,811$224,6000.13%
83MCDONALDS CORPMCD754$223,5690.13%
84SCHWAB STRATEGIC TR8085248055,713$211,1430.12%
85ISHARES TR4642874322,071$204,7800.12%
86SALESFORCE INCCRM771$202,8810.12%
87BANCO BILBAO VIZCAYA ARGENTABBVXF16,578$151,0260.09%
88TURKCELL ILETISIM HIZMETLERITKC15,981$76,8690.04%
89LLOYDS BANKING GROUP PLCLLOBF12,328$29,4640.02%