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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 LIFE ADVISORS

Quarter ended Q3 2025 · Filed November 3, 2025 · Accession 0001730813-25-000006

Total Value
$311.3M
Positions
47
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (47)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287309370,887$44.8M14.38%
2ISHARES TR464287408173,050$35.7M11.48%
3SCHWAB STRATEGIC TR8085248391,369,594$32.1M10.33%
4SPDR SERIES TRUST78464A383878,658$19.7M6.33%
5BLACKROCK ETF TRUSTBLK316,871$18.8M6.03%
6ISHARES TR464288877239,111$16.2M5.21%
7ISHARES TR46434V613300,511$14.0M4.51%
8VANGUARD SCOTTSDALE FDS92206C847238,154$13.5M4.35%
9VANGUARD INDEX FDS92290873625,439$12.2M3.92%
10ISHARES TR46428772153,920$10.6M3.39%
11ISHARES TR46428888584,357$9.6M3.09%
12ISHARES TR46432F33946,692$9.1M2.92%
13ISHARES TR46428710126,469$8.8M2.83%
14SPDR SERIES TRUST78468R606329,370$7.9M2.53%
15VANGUARD INDEX FDS92290874435,112$6.5M2.10%
16VANGUARD INTL EQUITY INDEX F922042858109,351$5.9M1.90%
17WORLD GOLD TRGLDW76,294$5.8M1.87%
18ISHARES TR46428841446,337$4.9M1.59%
19VANGUARD MUN BD FDS92290774679,404$4.0M1.28%
20COLUMBIA ETF TR II19762B202103,191$3.7M1.20%
21BLACKROCK ETF TRUST IIBLK70,337$3.7M1.20%
22VANGUARD MALVERN FDS92202080557,591$2.9M0.94%
23ISHARES TR46434V80359,974$2.4M0.76%
24ISHARES TR46428865319,907$2.1M0.66%
25ISHARES INC46434G76427,368$1.8M0.59%
26VANGUARD TAX-MANAGED FDS92194385822,169$1.3M0.43%
27INVESCO EXCH TRADED FD TR IIIVZ16,673$1.2M0.39%
28ISHARES TR46428864622,160$1.2M0.38%
29ENCOMPASS HEALTH CORPEHC8,757$1.1M0.36%
30SCHWAB STRATEGIC TR80852430033,843$1.1M0.35%
31ISHARES TR4642887604,446$930,3700.30%
32SPDR SERIES TRUST78468R72117,905$815,9310.26%
33AMAZON COM INCAMZN3,558$781,2300.25%
34VANECK ETF TRUST92189H40914,722$749,3500.24%
35VANGUARD WORLD FD92204A702892$665,9940.21%
36SPDR S&P 500 ETF TRSPY864$575,5800.18%
37ISHARES TR46429B6975,883$559,7090.18%
38APPLE INCAAPL1,817$462,6630.15%
39ISHARES TR46432F3961,653$423,9120.14%
40ISHARES TR464287200615$411,6200.13%
41SCHWAB STRATEGIC TR80852420115,000$395,1000.13%
42NUSHARES ETF TRNU3,231$321,3230.10%
43ISHARES INC46434G1034,186$275,9410.09%
44ISHARES TR4642874652,844$265,5440.09%
45ISHARES TR46432F8423,028$264,3750.08%
46EXXON MOBIL CORPXOM2,215$249,7410.08%
47VANGUARD INDEX FDS922908769728$238,9080.08%