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

Main Line Retirement Advisors, LLC

Quarter ended Q1 2025 · Filed May 21, 2025 · Accession 0001809416-25-000007

Total Value
$153.9M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1CAPITAL GRP FIXED INCM ETF T14020Y102816,249$18.3M11.90%
2VANGUARD WHITEHALL FDS921946794233,618$17.2M11.18%
3CAPITAL GROUP CONSERVATIVE E14020U100520,663$14.1M9.17%
4CAPITAL GROUP INTL FOCUS EQT14019W109574,078$14.1M9.13%
5CAPITAL GROUP GROWTH ETF14020G101392,406$13.4M8.73%
6FIRST TR SML CP CORE ALPHA F33734Y109113,690$10.2M6.65%
7VANGUARD INDEX FDS92290873624,427$9.1M5.88%
8VANGUARD BD INDEX FDS921937835119,538$8.8M5.70%
9VANGUARD INDEX FDS92290874448,159$8.3M5.40%
10CAPITAL GRP FIXED INCM ETF T14020Y300298,896$8.2M5.30%
11SPDR SER TR78468R101235,179$6.9M4.47%
12VANGUARD BD INDEX FDS92193779356,448$4.0M2.58%
13FIRST TR EXCH TRADED FD III33739N10850,094$2.5M1.64%
14CAPITAL GROUP DIVIDEND VALUE14020W10658,314$2.1M1.35%
15CAPITAL GRP FIXED INCM ETF T14020Y20174,808$2.0M1.30%
16ISHARES TR46428815814,186$1.5M0.97%
17TORONTO DOMINION BK ONTTORO23,562$1.4M0.92%
18J P MORGAN EXCHANGE TRADED F46641Q33222,619$1.3M0.84%
19MICROSOFT CORPMSFT2,727$1.0M0.67%
20FIRST TR VALUE LINE DIVID IN33734H10622,847$1.0M0.66%
21EXXON MOBIL CORPXOM8,463$1.0M0.65%
22APPLE INCAAPL3,295$731,8920.48%
23ELI LILLY & COLLY828$683,9550.44%
24NVIDIA CORPORATIONNVDA5,613$608,2930.40%
25VANGUARD STAR FDS9219097688,690$539,6730.35%
26SPDR GOLD TRGLD1,625$468,2280.30%
27PUBLIC STORAGE OPER COPSA-PS1,486$444,7610.29%
28CAPITAL GROUP INTERNATIONAL14021T10217,008$441,8680.29%
29MARSH & MCLENNAN COS INC5717481021,419$346,1570.22%
30F N B CORP30252010122,548$303,2690.20%
31CAPITAL GROUP NEW GEOGRAPHY14021N10511,200$281,7920.18%
32JANUS DETROIT STR TR47103U1004,624$281,4170.18%
33CAPITAL GROUP EQUITY ETF TR14022A10211,550$275,9300.18%
34PACER FDS TR69374H7667,358$272,0130.18%
35ISHARES TR4642874993,085$262,4220.17%
36SPDR SER TR78468R8536,177$251,7710.16%
37JOHNSON & JOHNSONJNJ1,470$243,8040.16%
38META PLATFORMS INCMETA414$238,3560.15%
39INTERNATIONAL BUSINESS MACHSINTR865$215,0920.14%
40LOWES COS INC548661107901$210,1740.14%
41VANGUARD TAX-MANAGED FDS9219438584,028$204,7270.13%
42ISHARES TR4642876551,026$204,5850.13%