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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 2025 · Filed August 12, 2025 · Accession 0001846789-25-000005

Total Value
$236.2M
Positions
48
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (48)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR PORTFOLIO S P 1500 CMPST ST ETF78464A805667,792$51.5M21.81%
2VANGUARD FTSE DEVELOPED MARKETS ETF921943858591,661$34.2M14.49%
3SPDR AGGREGATE BOND ETF78464A649661,917$16.9M7.16%
4SCHWAB US DIVIDEND EQUITY ETF808524797609,545$16.3M6.91%
5ISHARES CORE 40 60 MOD ALL ETF464289875277,568$12.8M5.44%
6VANGUARD TOTAL INTERNATIONAL BND ETF92203J407241,947$11.9M5.06%
7FRST TRT LOW DTN OPNTS ETF IV33739Q200236,607$11.7M4.95%
8ISHARES NATIONAL MUNI BOND ETF46428841494,419$9.8M4.16%
9INVESCO QQQ ETFIVZ17,006$9.8M4.15%
10FT RISING DIVIDEND ACHIEVERS ETF33738R506140,311$9.0M3.80%
11VANGUARD CONSUMER STAPLES ETF92204A20736,499$8.1M3.43%
12VANGUARD TOTAL STOCK MARKET ETF92290876925,522$8.0M3.39%
13DEERE & CODE9,289$4.7M1.99%
14ISHARES FLOATING RATE BOND ETF46429B65580,667$4.1M1.74%
15ISHARES MSCI EMERGING MARKETS ETF46434G76450,767$3.3M1.38%
16VANGUARD VALUE ETF92290874418,221$3.2M1.37%
17SPDR PORTFOLIO DVLPD WRLD EX-US ETF78463X88969,944$2.9M1.22%
18FIRST TRUST MANAGED MUNICIPAL ETF33739N10845,289$2.3M0.96%
19SPDR S&P 500 VALUE ETF78464A50833,949$1.8M0.77%
20FIRST TRST ENHNCD SHRT MRTY ETF IV33739Q40820,893$1.3M0.53%
21VANGUARD SMALL CAP VALUEETF9229086116,059$1.2M0.51%
22ISHARES CORE 60 40 BAL ALL ETF46428986718,078$1.1M0.48%
23US BANCORP DELUSB-PS22,979$1.0M0.43%
24SPDR S&P 500 ETFSPY1,187$757,4210.32%
25SCHWAB SHORT TERM US TREASURY ETF80852486229,046$706,0260.30%
26ALLIANT ENERGY CORPLNT9,314$606,5270.26%
27ISHARES CORE 80 20 AGG ALL ETF4642898596,620$559,3570.24%
28INVESCO NASDAQ 100 ETFIVZ2,315$548,7730.23%
29VANGUARD TOTAL BOND MARKET ETF9219378357,250$533,2250.23%
30VANGUARD HIGH DIVIDEND YIELD ETF9219464063,309$447,0670.19%
31VANGUARD GROWTH ETF922908736968$446,0100.19%
32SPDR NUVEEN ICE HG YD MUN BD ETF78464a28418,104$440,0140.19%
33TESLA INCTSLA1,256$432,9680.18%
34VANGUARD SMALL CAP ETF9229087511,632$391,5490.17%
35FIRST TRUST VALUE DIVIDEND INDEX ETF33734H1067,555$342,8450.15%
36VANGUARD MID CAP ETF9229086291,119$316,6210.13%
37VANGUARD DIVIDEND APPRECIATION ETF9219088441,357$280,9530.12%
38EATON CORP PLC FETN748$269,0330.11%
39MICROSOFT CORPMSFT497$261,5810.11%
40NVIDIA CORPNVDA1,395$256,0930.11%
41ISHARES SILVER TRUST ETFSLV7,261$248,5450.11%
42FLEXSTEEL INDS INCFLEX7,191$247,6990.10%
43SPDR INDEX SHARES EMERG MARKT ETF78463X5095,614$245,5000.10%
44SPDR GOLD SHARES ETFGLD765$235,5280.10%
45VANGUARD FTSE EMERGING MARKETS ETF9220428584,568$231,3460.10%
46SCHWAB US LARGE CAP GROWTH ETF8085243006,887$210,1210.09%
47ISHS SHORT DU HI YLD MUNI ACT ETFBLK9,470$208,6710.09%
48MEDICAL MARIJUANA INC58463A10560,000$120.00%