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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

Smart Money Group LLC

Quarter ended Q3 2023 · Filed July 25, 2023 · Accession 0001728866-23-000003

Total Value
$209.7M
Positions
60
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (60)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANECK ETF TRUST92189F643332,234$26.5M12.64%
2SPDR S&P 500 ETF TRSPY36,629$16.2M7.74%
3SCHWAB STRATEGIC TR808524797215,032$15.6M7.45%
4SPDR SER TR78464A763118,998$14.6M6.96%
5ISHARES TR46429B697192,531$14.3M6.83%
6ISHARES TR46429B747100,408$9.8M4.67%
7TIDAL ETF TR886364637247,960$8.0M3.82%
8SPDR SER TR78468R66381,486$7.5M3.57%
9VANGUARD INDEX FDS92290836317,675$7.2M3.43%
10VANGUARD SPECIALIZED FUNDS92190884435,840$5.8M2.78%
11ISHARES TR46428720012,438$5.5M2.64%
12SPDR SER TR78468R739110,681$5.2M2.48%
13SPDR INDEX SHS FDS78463X43472,080$5.0M2.40%
14VANGUARD INDEX FDS92290876919,609$4.3M2.06%
15VANGUARD WORLD FDS92204A50417,286$4.2M2.02%
16VANGUARD WELLINGTON FD92193580537,839$3.8M1.80%
17J P MORGAN EXCHANGE TRADED F46641Q65473,598$3.7M1.78%
18VANGUARD MALVERN FDS92202080573,101$3.5M1.65%
19SCHWAB STRATEGIC TR80852483972,245$3.3M1.59%
20WISDOMTREE TRWT63,295$3.2M1.52%
21PIMCO ETF TR72201R86660,211$3.1M1.49%
22FIRST FINL BANKSHARES INC32020R109103,487$2.9M1.41%
23DIREXION SHS ETF TR25460E30796,245$2.8M1.35%
24SPDR SER TR78464A86211,751$2.6M1.24%
25SPDR GOLD TRGLD13,790$2.5M1.17%
26VANGUARD BD INDEX FDS92193781932,061$2.4M1.15%
27INVESCO QQQ TRIVZ6,211$2.3M1.09%
28PROSHARES TR74348A46724,027$2.3M1.08%
29ISHARES TR46432F33913,961$1.9M0.90%
30SPDR SER TR78464A66462,085$1.9M0.89%
31VANECK MERK GOLD TROUNZ99,071$1.8M0.88%
32FIRST TR EXCHANGE TRADED FD33734X14313,495$1.5M0.70%
33ISHARES TR46432F3969,562$1.4M0.66%
34TRIMTABS ETF TR89628W30221,606$1.1M0.54%
35INVESCO EXCH TRD SLF IDX FDIVZ19,682$964,0380.46%
36MICROSOFT CORPMSFT2,413$821,8320.39%
37APPLE INCAAPL3,934$763,1700.36%
38ABBVIE INCABBV5,636$759,3560.36%
39BERKSHIRE HATHAWAY INC DELBRK-A2,212$754,2920.36%
40CHEVRON CORP NEWCVX4,236$666,5380.32%
41JOHNSON & JOHNSONJNJ3,133$518,6370.25%
42NOVARTIS AGNVSEF4,936$498,0520.24%
43AMERICAN ELEC PWR CO INC0255371015,794$487,8430.23%
44WALMART INCWMT2,972$467,1770.22%
45PHILLIPS EDISON & CO INCPECO13,626$464,3760.22%
46NVIDIA CORPORATIONNVDA1,081$457,1650.22%
47AMAZON COM INCAMZN3,291$429,0150.20%
48ENTERPRISE PRODS PARTNERS L29379210714,940$393,6720.19%
49ISHARES TR4642878043,865$385,1440.18%
50EXXON MOBIL CORPXOM3,539$379,5490.18%
51ALPHABET INCGOOG2,733$327,1400.16%
52ROCKWELL AUTOMATION INCROK945$311,4610.15%
53CONOCOPHILLIPSCOP2,628$272,2700.13%
54SPDR SER TR78468R8122,109$259,2960.12%
55DILLARDS INC254067101792$258,4140.12%
56HOME DEPOT INCHD826$256,6770.12%
57PROCTER AND GAMBLE CO7427181091,627$246,9210.12%
58INVESCO EXCHANGE TRADED FD TIVZ4,350$219,4690.10%
59LOCKHEED MARTIN CORPLMT465$213,9960.10%
60SANARA MEDTECH INCSMTI5,000$200,5000.10%