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 Q4 2024 · Filed February 14, 2025 · Accession 0001846789-25-000001

Total Value
$212.2M
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 ETF78464A805664,994$47.8M22.55%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858570,096$27.3M12.89%
3SCHWAB US DIVIDEND EQUITY ETF808524797600,291$16.5M7.78%
4VANGUARD TOTAL INTERNATIONAL BND ETF92203J407279,405$13.7M6.47%
5SPDR AGGREGATE BOND ETF78464A649532,270$13.3M6.28%
6FRST TRT LOW DTN OPNTS ETF IV33739Q200252,769$12.3M5.80%
7ISHARES CORE MODERATE ALLOCATIN ETF464289875274,150$11.9M5.63%
8ISHARES NATIONAL MUNI BOND ETF46428841491,332$9.7M4.59%
9FT RISING DIVIDEND ACHIEVERS ETF IV33738R506148,024$8.8M4.17%
10VANGUARD TOTAL STOCK MARKET ETF92290876923,966$7.0M3.30%
11VANGUARD CONSUMER STAPLES ETF92204A20730,208$6.4M3.02%
12INVSC QQQ TRUST SRS 1 ETFIVZ11,022$5.7M2.68%
13ISHARES FLOATING RATE BOND ETF46429B65581,483$4.1M1.95%
14DEERE & CODE9,184$3.9M1.85%
15VANGUARD VALUE ETF92290874418,353$3.1M1.48%
16ISHARES MSCI EMERGING MARKETS ETF46434G76449,487$2.8M1.30%
17FIRST TRUST MANAGED MUNICIPAL ETF33739N10847,917$2.4M1.15%
18SPDR PORTFOLIO DVLPD WRLD EX-US ETF78463X88962,397$2.1M1.01%
19SPDR S&P 500 VALUE ETF78464A50833,260$1.7M0.81%
20FIRST TRST ENHNCD SHRT MRTY ETF IV33739Q40823,293$1.4M0.66%
21US BANCORP DELUSB-PS22,979$1.1M0.52%
22VANGUARD SMALL CAP VALUEETF9229086115,032$1.0M0.47%
23ISHARES CORE GROWTH ALLOCATION ETF46428986713,137$755,5560.36%
24SCHWAB SHORT TERM US TREASURY ETF80852486231,026$749,1660.35%
25ALLIANT ENERGY CORPLNT9,207$545,2580.26%
26SPDR S&P 500 ETF IVSPY898$529,8520.25%
27VANGUARD TOTAL BOND MARKET ETF9219378357,230$520,8570.25%
28SPDR NUVEEN BLMG HG YL MP BND ETF78464A28419,837$507,9260.24%
29TESLA INCTSLA1,230$476,0100.22%
30VANGUARD HIGH DIVIDEND YIELD ETF9219464063,336$429,0270.20%
31VANGUARD GROWTH ETF9229087361,005$415,7070.20%
32VANGUARD SMALL CAP ETF9229087511,632$396,1840.19%
33FLEXSTEEL INDS INCFLEX7,095$386,4650.18%
34VANGUARD MID CAP ETF9229086291,119$297,5260.14%
35FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1066,742$295,5010.14%
36INVESCO NASDAQ 100 ETFIVZ1,384$293,6820.14%
37ISHARES CORE AGGRESSIVE ALLOCATI ETF4642898593,783$290,7970.14%
38EATON CORP PLC FETN748$252,2430.12%
39VANGUARD DIVIDEND APPRECIATION ETF9219088441,267$249,6680.12%
40MICROSOFT CORPMSFT497$211,3540.10%
41SPROTT PHYSICAL SILVER ESII10,955$107,4130.05%