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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 Q2 2024 · Filed August 6, 2024 · Accession 0001846789-24-000004

Total Value
$200.4M
Positions
42
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (42)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S P 1500 CMPST ST ETF78464A805680,448$45.2M22.55%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858545,499$27.0M13.46%
3SCHWAB US DIVIDEND EQUITY ETF808524797184,835$14.3M7.14%
4VANGUARD TOTAL INTERNATLBND ETF IV92203J407279,732$13.5M6.76%
5SPDR AGGREGATE BOND ETF78464A649508,498$12.6M6.31%
6FRST TRT LOW DRTN OPPRNTS ETF33739Q200252,255$12.1M6.04%
7ISHARES CORE MODERATE ALLOCATIN ETF464289875263,461$11.3M5.64%
8ISHARES NATIONAL MUNI BOND ETF46428841486,533$9.2M4.58%
9FT RISING DIVIDEND ACHIEVERS ETF33738R506148,846$8.1M4.06%
10VANGUARD CONSUMER STAPLES ETF92204A20732,712$6.6M3.29%
11VANGUARD TOTAL STOCK MARKET ETF92290876921,614$5.8M2.89%
12INVSC QQQ TRUST SRS 1 ETF IVIVZ9,202$4.4M2.21%
13ISHARES FLOATING RATE BOND ETF46429B65583,017$4.2M2.11%
14DEERE & CODE9,262$3.3M1.67%
15ISHARES MSCI EMERGING MARKETS ETF46434G76446,326$2.7M1.37%
16VANGUARD VALUE ETF92290874416,903$2.7M1.35%
17FIRST TRUST MANAGED MUNICIPAL ETF33739N10847,614$2.4M1.21%
18US BANCORP DELUSB-PS55,016$2.2M1.08%
19SPDR PORTFOLIO DVLPD WRLD EX-US ETF78463X88961,120$2.1M1.07%
20FIRST TRUST ENHANCED SHORT MTRTY ETF33739Q40827,804$1.7M0.83%
21SPDR S&P 500 VALUE ETF78464A50833,578$1.6M0.81%
22VANGUARD SMALL CAP VALUEETF9229086114,560$823,3990.41%
23SCHWAB SHORT TERM US TREASURY ETF80852486215,611$748,2350.37%
24ISHARES CORE GROWTH ALLOCATION ETF4642898678,620$484,8750.24%
25SPDR NUVEEN BLMG HG YL MP BND ETF78464A28418,145$460,5200.23%
26VANGUARD TOTAL BOND MARKET ETF9219378356,219$444,3910.22%
27VANGUARD HIGH DIVIDEND YIELD ETF9219464063,290$389,3380.19%
28VANGUARD SMALL CAP ETF9229087511,672$361,6700.18%
29ALLIANT ENERGY CORPLNT7,075$358,9990.18%
30VANGUARD GROWTH ETF922908736911$343,1730.17%
31FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1066,954$282,0540.14%
32VANGUARD MID CAP ETF9229086291,119$268,8280.13%
33SPDR S&P 500 ETFSPY486$265,0740.13%
34TESLA INCTSLA1,230$258,1270.13%
35ISHARES CORE AGGRESSIVE ALLOCATI ETF4642898593,374$252,3070.13%
36EATON CORP PLC FETN748$233,6520.12%
37FLEXSTEEL INDUSTRIESFLEX7,092$233,3980.12%
38MICROSOFT CORPMSFT497$226,9940.11%
39INVESCO NASDAQ 100 ETFIVZ1,095$217,1930.11%
40NVIDIA CORPNVDA1,675$208,2020.10%
41VANGUARD DIVIDEND APPRECIATION ETF9219088441,119$203,8250.10%
42SPROTT PHYSICAL SILVER ESII10,955$109,9880.05%