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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 Q4 2025 · Filed January 30, 2026 · Accession 0001730813-26-000002

Total Value
$324.3M
Positions
53
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (53)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287309355,656$43.8M13.52%
2ISHARES TR464287408166,191$35.2M10.87%
3SCHWAB STRATEGIC TR8085248391,477,753$34.5M10.65%
4SPDR SERIES TRUST78464A383953,162$21.4M6.59%
5BLACKROCK ETF TRUSTBLK314,833$19.1M5.90%
6ISHARES TR464288877237,662$17.0M5.23%
7VANGUARD SCOTTSDALE FDS92206C847279,169$15.6M4.80%
8VANGUARD INDEX FDS92290873625,519$12.4M3.84%
9VANGUARD INTL EQUITY INDEX F922042858204,503$11.0M3.39%
10ISHARES TR46428772154,641$10.9M3.36%
11ISHARES TR46434V613232,615$10.8M3.34%
12SPDR SERIES TRUST78468R606455,254$10.8M3.32%
13ISHARES TR46432F33948,455$9.6M2.97%
14ISHARES TR46428710126,938$9.2M2.85%
15ISHARES TR46428888580,524$9.2M2.83%
16WORLD GOLD TRGLDW76,657$6.5M2.02%
17VANGUARD INDEX FDS92290874433,217$6.3M1.96%
18ISHARES TR46428841445,267$4.8M1.50%
19VANGUARD MUN BD FDS92290774679,753$4.0M1.24%
20ISHARES TR46428876018,568$4.0M1.23%
21BLACKROCK ETF TRUST IIBLK75,212$4.0M1.22%
22VANGUARD MALVERN FDS92202080561,087$3.0M0.93%
23ISHARES TR46428865324,848$2.5M0.78%
24COLUMBIA ETF TR II19762B20252,321$2.0M0.62%
25VANGUARD TAX-MANAGED FDS92194385822,169$1.4M0.43%
26INVESCO EXCH TRADED FD TR IIIVZ17,650$1.3M0.39%
27ISHARES INC46434G76416,818$1.2M0.38%
28SCHWAB STRATEGIC TR80852430033,702$1.1M0.34%
29ENCOMPASS HEALTH CORPEHC8,757$929,4620.29%
30AMAZON COM INCAMZN3,740$863,2670.27%
31SPDR SERIES TRUST78468R72117,905$818,4380.25%
32VANECK ETF TRUST92189H40915,769$806,1110.25%
33ISHARES TR46428864613,410$709,1210.22%
34VANGUARD WORLD FD92204A702892$672,3720.21%
35ISHARES TR46434V80313,897$574,7800.18%
36SPDR S&P 500 ETF TRSPY825$562,5840.17%
37ISHARES TR46429B6975,632$530,3090.16%
38APPLE INCAAPL1,924$523,0590.16%
39ISHARES TR464287200735$503,4310.16%
40ISHARES TR46432F3961,653$413,7620.13%
41SCHWAB STRATEGIC TR80852420115,000$403,6500.12%
42NUSHARES ETF TRNU3,231$315,9920.10%
43ALPHABET INCGOOG901$282,6810.09%
44ISHARES INC46434G1034,186$281,3830.09%
45ISHARES TR4642874652,904$278,8710.09%
46EXXON MOBIL CORPXOM2,256$271,4870.08%
47ISHARES TR46432F8423,028$270,8850.08%
48MICROSOFT CORPMSFT535$258,5720.08%
49VANGUARD INDEX FDS922908769728$244,0770.08%
50VANGUARD SCOTTSDALE FDS92206C7142,537$234,1650.07%
51VANGUARD INDEX FDS922908629778$225,7910.07%
52NVIDIA CORPORATIONNVDA1,134$211,4910.07%
53ISHARES TR4642874992,118$203,9000.06%