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

Weitzel Financial Services, Inc.

Quarter ended Q3 2024 · Filed October 31, 2024 · Accession 0001846789-24-000005

Total Value
$182.8M
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 ETF78464A805675,354$46.9M22.03%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858551,714$29.0M13.60%
3SCHWAB US DIVIDEND EQUITY ETF808524797192,067$16.2M7.59%
4VANGUARD TOTAL INTERNATIONAL BND ETF92203J407277,175$14.0M6.57%
5SPDR AGGREGATE BOND ETF78464A649519,986$13.6M6.39%
6FRST TRT LOW DTN OPNTS ETF IV33739Q200249,415$12.3M5.79%
7ISHARES CORE MODERATE ALLOCATIN ETF464289875269,991$12.2M5.71%
8ISHARES NATIONAL MUNI BOND ETF46428841488,976$9.7M4.54%
9FT RISING DIVIDEND ACHIEVERS ETF IV33738R506148,423$8.7M4.09%
10VANGUARD CONSUMER STAPLES ETF92204A20730,514$6.7M3.12%
11VANGUARD TOTAL STOCK MARKET ETF92290876922,823$6.4M3.01%
12INVSC QQQ TRUST SRS 1 ETFIVZ10,128$4.9M2.29%
13ISHARES FLOATING RATE BOND ETF46429B65582,296$4.2M1.96%
14DEERE & CODE9,201$3.8M1.80%
15VANGUARD VALUE ETF92290874417,683$3.1M1.44%
16ISHARES MSCI EMERGING MARKETS ETF46434G76447,768$2.9M1.37%
17FIRST TRUST MANAGED MUNICIPAL ETF33739N10848,183$2.5M1.18%
18US BANCORP DELUSB-PS55,016$2.5M1.15%
19SPDR PORTFOLIO DVLPD WRLD EX-US ETF78463X88962,263$2.3M1.09%
20SPDR S&P 500 VALUE ETF78464A50833,166$1.7M0.82%
21FIRST TRST ENHNCD SHRT MRTY ETF IV33739Q40825,324$1.5M0.71%
22VANGUARD SMALL CAP VALUEETF9229086114,737$941,3840.44%
23SCHWAB SHORT TERM US TREASURY ETF80852486215,437$754,6050.35%
24ISHARES CORE GROWTH ALLOCATION ETF46428986710,699$632,6440.30%
25ALLIANT ENERGY CORPLNT8,338$502,7850.24%
26VANGUARD TOTAL BOND MARKET ETF9219378356,636$499,1070.23%
27SPDR NUVEEN BLMG HG YL MP BND ETF78464A28418,549$486,7250.23%
28VANGUARD HIGH DIVIDEND YIELD ETF9219464063,374$430,6740.20%
29VANGUARD SMALL CAP ETF9229087511,669$392,0140.18%
30VANGUARD GROWTH ETF9229087361,005$381,5730.18%
31FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1066,954$315,3720.15%
32TESLA INCTSLA1,230$313,4400.15%
33FLEXSTEEL INDS INCFLEX7,067$305,8800.14%
34VANGUARD MID CAP ETF9229086291,119$293,2390.14%
35SPDR S&P 500 ETFSPY486$276,5940.13%
36ISHARES CORE AGGRESSIVE ALLOCATI ETF4642898593,436$270,0310.13%
37VANGUARD DIVIDEND APPRECIATION ETF9219088441,314$258,4650.12%
38INVESCO NASDAQ 100 ETFIVZ1,274$252,9100.12%
39EATON CORP PLC FETN748$245,6730.12%
40MICROSOFT CORPMSFT497$209,9760.10%
41VANGUARD FTSE EMERGING MARKETS ETF9220428584,286$205,6250.10%