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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 2025 · Filed May 15, 2025 · Accession 0001846789-25-000002

Total Value
$209.7M
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 ETF78464A805652,736$42.6M20.33%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858586,668$29.4M14.01%
3SPDR AGGREGATE BOND ETF78464A649644,024$16.5M7.87%
4SCHWAB US DIVIDEND EQUITY ETF808524797594,173$15.9M7.57%
5FRST TRT LOW DTN OPNTS ETF IV33739Q200252,769$12.3M5.87%
6ISHARES CORE 40 60 MOD ALL ETF464289875280,083$12.1M5.78%
7VANGUARD TOTAL INTERNATIONAL BND ETF92203J407238,958$11.7M5.58%
8ISHARES NATIONAL MUNI BOND ETF46428841491,332$9.6M4.59%
9VANGUARD CONSUMER STAPLES ETF92204A20736,322$8.0M3.81%
10FT RISING DIVIDEND ACHIEVERS ETF IV33738R506135,142$7.6M3.60%
11INVSC QQQ TRUST SRS 1 ETFIVZ16,591$7.5M3.57%
12VANGUARD TOTAL STOCK MARKET ETF92290876924,542$6.5M3.09%
13ISHARES FLOATING RATE BOND ETF46429B65581,998$4.2M1.99%
14DEERE & CODE9,186$4.1M1.96%
15VANGUARD VALUE ETF92290874419,043$3.2M1.52%
16ISHARES MSCI EMERGING MARKETS ETF46434G76450,557$2.7M1.31%
17FIRST TRUST MANAGED MUNICIPAL ETF33739N10847,289$2.4M1.15%
18SPDR PORTFOLIO DEVELOPEDWORLD EX-US78463X88964,551$2.3M1.10%
19SPDR S&P 500 VALUE ETF78464A50833,406$1.6M0.78%
20FIRST TRST ENHNCD SHRT MRTY ETF IV33739Q4082,263$1.4M0.65%
21VANGUARD SMALL CAP VALUEETF9229086115,679$1.0M0.48%
22US BANCORP DELUSB-PS22,979$891,3550.43%
23SCHWAB SHORT TERM US TREASURY ETF80852486229,218$711,7500.34%
24ALLIANT ENERGY CORPLNT9,260$600,5700.29%
25VANGUARD TOTAL BOND MARKET ETF9219378357,305$538,8620.26%
26SPDR S&P 500 ETFSPY943$506,1460.24%
27SPDR NUVEEN BLMG HG YL MP BND ETF78464A28419,491$494,8760.24%
28VANGUARD HIGH DIVIDEND YIELD ETF9219464063,336$414,0300.20%
29ISHARES CORE 80 20 AGG ALL ETF4642898595,143$383,1530.18%
30VANGUARD GROWTH ETF9229087361,032$366,9580.17%
31VANGUARD SMALL CAP ETF9229087511,632$344,1070.16%
32FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1067,549$331,6270.16%
33TESLA INCTSLA1,230$328,7540.16%
34INVESCO NASDAQ 100 ETFIVZ1,723$319,8960.15%
35VANGUARD MID CAP ETF9229086291,119$278,8320.13%
36FLEXSTEEL INDS INCFLEX7,119$243,4700.12%
37VANGUARD DIVIDEND APPRECIATION ETF9219088441,267$237,8910.11%
38SPROTT PHYSICAL SILVER ESII10,955$119,2990.06%