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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 Q4 2023 · Filed November 9, 2023 · Accession 0001846789-23-000004

Total Value
$171.2M
Positions
38
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (38)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S P 1500 CMPST ST ETF78464A805701,237$36.4M21.28%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858544,873$23.2M13.54%
3FRST TRT LOW DTN OPNTS ETF IV33739Q200281,656$13.2M7.73%
4VANGUARD TOTAL INTERNATLBND ETF IV92203J407270,142$12.7M7.43%
5SCHWAB US DIVIDEND EQUITY ETF808524797159,851$11.1M6.48%
6SPDR AGGREGATE BOND ETF78464A649389,320$9.3M5.46%
7ISHRS CORE MOD ALLO464289875228,439$8.7M5.10%
8ISHARES NATIONAL MUNI BOND ETF46428841477,769$7.9M4.63%
9ISHARES FLOATING RATE BOND ETF46429B655137,089$6.9M4.06%
10FT RISING DIVIDEND ACHIEVERS ETF IV33738R506140,440$6.3M3.68%
11VANGUARD CONSUMER STAPLES ETF92204A20723,440$4.2M2.47%
12DEERE & CODE9,585$3.6M2.11%
13VANGUARD TOTAL STOCK MARKET ETF92290876916,415$3.5M2.02%
14FIRST TRUST ENHANCED SHORT MTRTY ETF33739Q40856,249$3.3M1.95%
15FIRST TRUST MANAGED MUNICIPAL ETF IV33739N10850,868$2.5M1.44%
16INVSC QQQ TRUST SRS 1 ETF IVIVZ6,423$2.3M1.35%
17ISHARES MSCI EMERGING MKT ETF IV46434G76443,742$2.1M1.25%
18VANGUARD VALUE ETF92290874415,523$2.1M1.23%
19SPDR PORTFOLIO DVLPD WRLD EX-US ETF78463X88964,383$1.9M1.13%
20U S BANCORPUSB-PS55,016$1.7M1.01%
21SPDR S&P 500 VALUE ETF78464A50833,745$1.4M0.80%
22VANGUARD SMALL CAP VALUEETF9229086118,218$1.3M0.74%
23SCHWAB SHORT TERM US TREASURY ETF80852486223,455$1.1M0.65%
24SPDR NUVEEN BLMG HG YL MP BND ETF78464A28420,754$487,8220.28%
25VANGUARD TOTAL BOND MARKET ETF9219378355,179$357,0050.21%
26APPLE INCAAPL1,990$344,5490.20%
27VANGUARD SMALL CAP ETF IV9229087511,871$343,7210.20%
28VANGUARD HIGH DIVIDEND YIELD ETF9219464063,386$342,4550.20%
29FIRST TRUST CAPITAL STRENGTH ETF33733E1044,527$331,5120.19%
30ALLIANT ENERGY CORPLNT6,897$323,1470.19%
31TESLA INCTSLA1,230$315,6650.18%
32FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1067,547$277,4230.16%
33MICROSOFT CORPMSFT810$257,8060.15%
34VANGUARD MID CAP ETF9229086291,237$252,1990.15%
35VANGUARD GROWTH ETF922908736911$248,0780.14%
36ISHRS CORE GRW ALLO4642898674,963$240,7550.14%
37SPROTT PHYSICAL SILVER ESII10,955$78,7460.05%
38HEMP INC37954Y145400,000$800.00%