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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

John W. Brooker & Co., CPAs

Quarter ended Q1 2025 · Filed April 30, 2025 · Accession 0001798926-25-000002

Total Value
$241.8M
Positions
77
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (77)

#IssuerTicker / CUSIPSharesValue% of Filing
1J P MORGAN EXCHANGE TRADED F46641Q670413,778$19.5M8.05%
2J P MORGAN EXCHANGE TRADED F46641Q837373,901$18.9M7.83%
3FIDELITY MERRIMACK STR TR316188309396,207$18.1M7.48%
4BLACKROCK ETF TRUST IIBLK241,897$12.7M5.24%
5ISHARES TR464287804113,553$11.9M4.91%
6PIMCO ETF TR72201R585393,312$10.4M4.29%
7BLACKROCK ETF TRUSTBLK182,184$8.9M3.67%
8SCHWAB STRATEGIC TR808524797312,718$8.7M3.62%
9PIMCO ETF TR72201R77587,605$8.1M3.35%
10J P MORGAN EXCHANGE TRADED F46654Q609104,845$7.7M3.20%
11PROCTER AND GAMBLE CO74271810942,977$7.3M3.03%
12SCHWAB STRATEGIC TR808524300289,900$7.3M3.00%
13SCHWAB STRATEGIC TR808524508248,185$6.5M2.69%
14SSGA ACTIVE ETF TR78467V848141,702$5.7M2.36%
15SPDR S&P 500 ETF TRSPY9,724$5.4M2.25%
16VANGUARD INDEX FDS92290876918,600$5.1M2.11%
17VANECK ETF TRUST92189F64354,671$4.8M1.99%
18APPLE INCAAPL17,964$4.0M1.65%
19SCHWAB STRATEGIC TR808524201176,551$3.9M1.61%
20VANGUARD INDEX FDS92290862914,342$3.7M1.53%
21INVESCO EXCH TRD SLF IDX FDIVZ60,921$3.2M1.34%
22SCHWAB STRATEGIC TR808524102141,269$3.0M1.26%
23GOLDMAN SACHS ETF TRNVGLF84,569$3.0M1.25%
24ISHARES INC46428652525,360$3.0M1.22%
25INVESCO EXCH TRADED FD TR IIIVZ37,120$2.8M1.15%
26ISHARES TR4642876228,270$2.5M1.05%
27INNOVATOR ETFS TRUSTINHD74,279$2.3M0.96%
28ISHARES TR46429B69722,704$2.1M0.88%
29ISHARES TR46428825717,934$2.1M0.86%
30ISHARES TR46428986732,434$1.9M0.77%
31ISHARES TR46434V62129,689$1.8M0.76%
32GOLDMAN SACHS ETF TRNVGLF17,799$1.8M0.74%
33ISHARES INC46428668118,827$1.8M0.73%
34INNOVATOR ETFS TRUSTINHD46,008$1.7M0.72%
35ISHARES TR46432F3399,773$1.7M0.69%
36ISHARES TR46428750727,903$1.6M0.67%
37SPDR SER TR78468R81210,188$1.6M0.66%
38J P MORGAN EXCHANGE TRADED F46641Q65426,906$1.4M0.57%
39INNOVATOR ETFS TRUSTINHD36,950$1.3M0.55%
40FLEXSHARES TRFLEX19,121$1.3M0.54%
41J P MORGAN EXCHANGE TRADED F46654Q72421,787$1.3M0.54%
42VANGUARD INTL EQUITY INDEX F9220427429,862$1.1M0.47%
43PIMCO ETF TR72201R83311,298$1.1M0.47%
44SPDR SER TR78464A40913,981$1.1M0.46%
45VANGUARD INDEX FDS9229087514,601$1.0M0.42%
46J P MORGAN EXCHANGE TRADED F46641Q15920,903$963,0210.40%
47WISDOMTREE TRWT19,068$944,2430.39%
48VANGUARD SPECIALIZED FUNDS9219088444,272$828,7060.34%
49T ROWE PRICE ETF INC87283Q40419,852$802,0120.33%
50ISHARES TR46434V69612,317$766,6320.32%
51CAPITAL GROUP DIVIDEND VALUE14020W10621,017$749,0350.31%
52ISHARES TR46432F3963,344$675,8740.28%
53ISHARES TR4642872001,162$653,1060.27%
54J P MORGAN EXCHANGE TRADED F46641Q33211,162$637,7770.26%
55INNOVATOR ETFS TRUSTINHD24,600$610,7760.25%
56ISHARES TR4642874657,035$575,0110.24%
57SCHWAB STRATEGIC TR80852460723,719$555,7410.23%
58SPDR SER TR78464A8216,457$513,0880.21%
59WELLS FARGO CO NEW9497461017,075$507,9140.21%
60MICROSOFT CORPMSFT1,269$476,2090.20%
61ISHARES TR4642872264,603$455,3700.19%
62BERKSHIRE HATHAWAY INC DELBRK-A789$420,2060.17%
63SPDR S&P MIDCAP 400 ETF TRMDY730$389,3930.16%
64JOHNSON & JOHNSONJNJ2,235$370,6520.15%
65INNOVATOR ETFS TRUSTINHD8,320$345,5310.14%
66AT&T INCT-PC12,177$344,3660.14%
67INVESCO QQQ TRIVZ714$334,9800.14%
68SPDR SER TR78464A7632,266$307,4400.13%
69INVESCO EXCHANGE TRADED FD TIVZ6,949$280,8010.12%
70SPDR DOW JONES INDL AVERAGE78467X109653$274,1750.11%
71VANGUARD INDEX FDS922908736717$266,0320.11%
72INNOVATOR ETFS TRUSTINHD6,930$264,6570.11%
73ISHARES TR46429B7472,400$248,3280.10%
74SERVICENOW INCNOW300$238,8420.10%
75CAPITAL GROUP NEW GEOGRAPHY14021N1058,594$216,2170.09%
76INNOVATOR ETFS TRUSTINHD8,160$214,6330.09%
77DIMENSIONAL ETF TRUST25434V7086,301$207,8700.09%