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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

Weitzel Financial Services, Inc.

Quarter ended Q1 2023 · Filed February 10, 2023 · Accession 0001846789-23-000001

Total Value
$156.6M
Positions
31
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (31)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR SERIES TRUST PORTFOLI S&P 1500 COMP STK ETF78464A805708,267$33.5M21.39%
2VANGUARD FTSE DEVELOPED MKTS ETF921943858530,430$22.3M14.22%
3VANGUARD CONSUM STP ETF92204A20779,300$15.2M9.70%
4FIRST TR EXCHANGE TRADED FD IV FST LOW OPPT EFT ETF33739Q200261,371$12.4M7.91%
5VANGUARD TOTAL INT BD ETF92203J407242,984$11.5M7.36%
6FIRST TR EXCHANGE TRADED FD IV FIRST TR ENH NEW ETF33739Q408157,369$9.4M5.97%
7ISHARES TRUST NATIONAL MUN ETF46428841470,275$7.4M4.74%
8ISHARES TRUST MODERT ALLOC ETF464289875185,539$7.1M4.50%
9ISHARES TRUST FLTG RATE NT ETF46429B655122,802$6.2M3.95%
10FIRST TR EXCHANGE TRADED FD VI RISNG DIVD ACHIV ETF33738R506127,873$5.6M3.59%
11DEERE & CO COMDE9,056$3.9M2.48%
12SPDR SERIES TRUST PORTFOLIO AGRGTE ETF78464A649112,755$2.8M1.81%
13VANGUARD TOTAL STK MKT ETF92290876912,823$2.5M1.57%
14FIRST TRUST EXCHANGE TRADED FD MANAGD MUN ETF33739N10846,994$2.4M1.50%
15SPDR INDEX SHARES FUNDS PORTFOLIO EMG MK ETF78463X50968,526$2.3M1.44%
16SPDR INDEX SHARES FUNDS PORTFOLIO DEVLPD ETF78463X88967,150$2.0M1.27%
17VANGUARD VALUE ETF92290874413,477$1.9M1.21%
18INVESCO QQQ TRUST UNIT SER 1 ETFIVZ6,579$1.8M1.12%
19SPDR SERIES TRUST PRTFLO S&P500 VL ETF78464A50839,110$1.5M0.97%
20SCHWAB STRATEGIC TR SHT TM US TRES ETF80852486225,536$1.2M0.79%
21VANGUARD SM CP VAL ETF9229086115,651$897,3780.57%
22SPDR SERIES TRUST SPDR NUVEEN BLMBRG HIGH YLD78464A2849,933$486,4190.31%
23VANGUARD TOTAL BND MRKT ETF9219378356,507$467,5070.30%
24VANGUARD SMALL CP ETF9229087512,033$373,1360.24%
25FIRST TRUST EXCHANGE-TRADED FU CAP STRENGTH ETF33733E1044,510$338,0240.22%
26VANGUARD HIGH DIV YLD ETF9219464062,987$323,2230.21%
27VANGUARD MID CAP ETF9229086291,473$300,2120.19%
28ISHARES TRUST JPMORGAN USD EMG ETF4642882813,549$300,2090.19%
29FIRST TST VALUE LI SHS ETF33734H1066,313$251,9510.16%
30APPLE INC COMAAPL1,644$213,7000.14%
31HEMP INC COM37954Y145400,000$1600.00%