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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 2024 · Filed April 10, 2024 · Accession 0001846789-24-000003

Total Value
$198.0M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S P 1500 CMPST ST ETF78464A805684,366$43.8M22.10%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858546,990$27.3M13.78%
3SCHWAB US DIVIDEND EQUITY ETF808524797180,995$14.5M7.32%
4VANGUARD TOTAL INTERNATLBND ETF IV92203J407279,591$13.7M6.90%
5SPDR AGGREGATE BOND ETF78464A649502,183$12.6M6.35%
6FRST TRT LOW DTN OPNTS ETF IV33739Q200256,075$12.3M6.21%
7ISHRS CORE MOD ALLO464289875254,336$10.8M5.46%
8ISHARES NATIONAL MUNI BOND ETF46428841483,512$8.9M4.52%
9FT RISING DIVIDEND ACHIEVERS ETF IV33738R506148,562$8.3M4.20%
10VANGUARD CONSUMER STAPLES ETF92204A20732,557$6.6M3.33%
11VANGUARD TOTAL STOCK MARKET ETF92290876919,992$5.2M2.61%
12ISHARES FLOATING RATE BOND ETF46429B65581,249$4.1M2.09%
13INVSC QQQ TRUST SRS 1 ETF IVIVZ8,951$4.0M2.01%
14DEERE & CODE9,253$3.8M1.90%
15VANGUARD VALUE ETF92290874416,133$2.6M1.32%
16ISHARES MSCI EMERGING MARKETS ETF46434G76445,407$2.6M1.32%
17FIRST TRUST MANAGED MUNICIPAL ETF IV33739N10848,742$2.5M1.26%
18U S BANCORPUSB-PS55,016$2.4M1.22%
19SPDR PORTFOLIO DVLPD WRLD EX-US ETF78463X88962,172$2.2M1.12%
20FIRST TRUST ENHANCED SHORT MTRTY ETF33739Q40828,007$1.7M0.84%
21SPDR S&P 500 VALUE ETF78464A50833,482$1.7M0.84%
22VANGUARD SMALL CAP VALUEETF9229086114,495$855,4660.43%
23SCHWAB SHORT TERM US TREASURY ETF80852486214,949$716,9540.36%
24SPDR NUVEEN BLMG HG YL MP BND ETF78464A28419,522$497,5180.25%
25VANGUARD TOTAL BOND MARKET ETF9219378356,468$464,9640.23%
26VANGUARD HIGH DIVIDEND YIELD ETF9219464063,317$399,4490.20%
27ISHRS CORE GRW ALLO4642898676,972$386,1790.20%
28VANGUARD SMALL CAP ETF IV9229087511,672$378,8830.19%
29ALLIANT ENERGY CORPLNT7,016$348,8620.18%
30FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1066,954$291,1290.15%
31VANGUARD MID CAP ETF9229086291,119$277,7800.14%
32FLEXSTEEL INDUSTRIESFLEX7,065$264,4620.13%
33APPLE INCAAPL1,458$247,6310.13%
34EATON CORP PLC FETN748$233,5920.12%
35TESLA INCTSLA1,230$210,7350.11%
36MICROSOFT CORPMSFT497$210,6480.11%
37ISHRS CORE AGR ALLO4642898592,864$209,2720.11%
38SPDR S&P 500 ETFSPY398$207,5700.10%
39VANGUARD DIVIDEND APPRECIATION ETF9219088441,116$202,5420.10%
40SPROTT PHYSICAL SILVER ESII10,955$91,5820.05%
41HEMP INC37954Y145400,000$400.00%