Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Stewardship Advisors, LLC

Quarter ended Q2 2023 · Filed April 12, 2023 · Accession 0001733219-23-000002

Total Value
$260.3M
Positions
40
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (40)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524797312,502$22.9M8.78%
2ISHARES TR464287176173,740$19.2M7.36%
3ISHARES TR46428720045,741$18.8M7.22%
4INVESCO EXCHANGE TRADED FD TIVZ121,856$17.6M6.77%
5ISHARES TR46429B267672,563$15.7M6.04%
6ISHARES TR46435G672292,750$14.3M5.51%
7VANGUARD WHITEHALL FDS921946794229,834$14.2M5.47%
8WISDOMTREE TRWT487,839$13.6M5.22%
9AMERICAN CENTY ETF TR025072406274,741$12.0M4.61%
10ISHARES TR46428743294,183$10.0M3.85%
11ISHARES TR46428943857,789$8.0M3.08%
12VANGUARD WORLD FD921910725145,231$7.6M2.92%
13AMERICAN CENTY ETF TR025072505150,196$7.6M2.91%
14DOUBLELINE ETF TRUST25861R105157,474$7.4M2.83%
15AMERICAN CENTY ETF TR025072414181,856$6.9M2.65%
16AMERICAN CENTY ETF TR02507287792,161$6.8M2.62%
17NUSHARES ETF TRNU191,692$6.5M2.51%
18INVESCO QQQ TRIVZ20,146$6.5M2.48%
19PACER FDS TR69374H881123,902$5.8M2.23%
20ISHARES TR46428880259,989$5.3M2.02%
21INVESCO EXCH TRADED FD TR IIIVZ234,411$5.2M2.01%
22ISHARES TR46435U44095,554$4.5M1.73%
23NUSHARES ETF TRNU71,861$4.0M1.54%
24SPDR SER TR78464A649145,403$3.7M1.44%
25ISHARES TR46435U54948,969$2.4M0.90%
26ISHARES TR46435U66367,431$2.3M0.88%
27SSGA ACTIVE TR78470P85375,355$2.2M0.86%
28DBX ETF TR233051713128,479$2.1M0.82%
29J P MORGAN EXCHANGE TRADED F46641Q33234,955$1.9M0.73%
30SPDR SER TR78464A80520,665$1.0M0.40%
31APPLE INCAAPL6,100$1.0M0.39%
32SPDR GOLD TRGLD5,335$977,4790.38%
33SPDR SER TR78464A85411,275$542,8910.21%
34PNC FINL SVCS GROUP INC6934751053,199$406,5930.16%
35SPDR S&P 500 ETF TRSPY625$255,8690.10%
36EXXON MOBIL CORPXOM2,068$226,7280.09%
37TRUIST FINL CORP89832Q1096,475$220,7980.08%
38VANGUARD TAX-MANAGED FDS9219438584,877$220,3100.08%
39GENERAL DYNAMICS CORPGD930$212,2350.08%
40NUVEEN MUN HIGH INCOME OPPORNU10,000$108,0000.04%