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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

YARGER WEALTH STRATEGIES, LLC

Quarter ended Q2 2024 · Filed August 9, 2024 · Accession 0001951757-24-000720

Total Value
$166.2M
Positions
84
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (84)

#IssuerTicker / CUSIPSharesValue% of Filing
1JANUS DETROIT STR TR47103U845346,232$17.6M10.60%
2T ROWE PRICE ETF INC87283Q404247,699$9.5M5.74%
3VANGUARD WHITEHALL FDS92194640671,205$8.4M5.08%
4VANGUARD SCOTTSDALE FDS92206C68087,164$8.2M4.92%
5APPLE INCAAPL36,390$7.7M4.61%
6HARTFORD FDS EXCHANGE TRADED41653L404389,153$7.5M4.52%
7J P MORGAN EXCHANGE TRADED F46654Q716128,577$6.7M4.04%
8ISHARES TR46434V621111,948$6.4M3.88%
9VANGUARD INDEX FDS92290874433,557$5.4M3.24%
10AMAZON COM INCAMZN27,280$5.3M3.17%
11INNOVATOR ETFS TRUSTINHD134,601$5.0M3.03%
12ISHARES TR46428820868,551$4.8M2.89%
13VANGUARD INDEX FDS9229083638,808$4.4M2.65%
14INNOVATOR ETFS TRUSTINHD120,926$4.3M2.59%
15DESIGNER BRANDS INCDBI610,529$4.2M2.51%
16INNOVATOR ETFS TRUSTINHD89,339$3.3M1.96%
17INNOVATOR ETFS TRUSTINHD86,734$3.0M1.83%
18DIMENSIONAL ETF TRUST25434V70890,520$2.9M1.76%
19INNOVATOR ETFS TRUSTINHD77,682$2.9M1.75%
20SPDR SER TR78468R66327,605$2.5M1.52%
21INNOVATOR ETFS TRUSTINHD66,137$2.5M1.51%
22INNOVATOR ETFS TRUSTINHD72,625$2.5M1.49%
23MICROSOFT CORPMSFT4,826$2.2M1.30%
24JPMORGAN CHASE & CO.VYLD9,523$1.9M1.16%
25J P MORGAN EXCHANGE TRADED F46641Q83737,360$1.9M1.13%
26WISDOMTREE TRWT39,851$1.9M1.12%
27VANGUARD INDEX FDS9229086297,010$1.7M1.02%
28INNOVATOR ETFS TRUSTINHD41,990$1.7M1.02%
29J P MORGAN EXCHANGE TRADED F46654Q60922,241$1.7M1.01%
30NVIDIA CORPORATIONNVDA12,925$1.6M0.96%
31BERKSHIRE HATHAWAY INC DELBRK-A3,709$1.5M0.91%
32ALPHABET INCGOOG6,462$1.2M0.71%
33ISHARES TR46429B69713,966$1.2M0.71%
34INVESCO QQQ TRIVZ2,395$1.1M0.69%
35SPDR S&P 500 ETF TRSPY2,043$1.1M0.67%
36BATH & BODY WORKS INCBBWI25,172$982,9550.59%
37INVESCO EXCHANGE TRADED FD TIVZ5,795$951,9810.57%
38SELECT SECTOR SPDR TR81369Y8033,724$842,4160.51%
39ISHARES TR46428750713,541$792,4430.48%
40FIDELITY COVINGTON TRUST31609235217,186$729,3680.44%
41VANGUARD SCOTTSDALE FDS92206C7149,044$692,5270.42%
42ISHARES TR46432F3393,761$642,2860.39%
43J P MORGAN EXCHANGE TRADED F46654Q72410,427$610,6000.37%
44VANGUARD INDEX FDS9229085124,012$603,5490.36%
45COSTCO WHSL CORP NEW22160K105668$567,3820.34%
46CAPITAL GRP FIXED INCM ETF T14020Y10225,219$560,3670.34%
47ISHARES TR4642874576,361$519,3390.31%
48FIDELITY MERRIMACK STR TR31618830911,455$514,6720.31%
49INNOVATOR ETFS TRUSTINHD19,708$509,1780.31%
50VISA INCV1,901$498,9210.30%
51VICTORY PORTFOLIOS II92647N8657,877$480,8990.29%
52INNOVATOR ETFS TRUSTINHD12,999$471,8640.28%
53AMPLIFY ETF TR03210840911,533$446,3430.27%
54INNOVATOR ETFS TRUSTINHD12,783$443,0510.27%
55JOHNSON & JOHNSONJNJ2,971$434,2530.26%
56INNOVATOR ETFS TRUSTINHD13,762$425,1000.26%
57META PLATFORMS INCMETA841$424,0610.26%
58AGILON HEALTH INCAGL61,621$403,0010.24%
59INNOVATOR ETFS TRUSTINHD10,039$390,0150.23%
60ROCKY BRANDS INCRCKY9,737$359,8920.22%
61FIRST TR EXCHANGE TRADED FD33734X1685,542$359,2210.22%
62VANGUARD INDEX FDS922908736928$347,0360.21%
63J P MORGAN EXCHANGE TRADED F46641Q6546,473$328,4900.20%
64ALTRIA GROUP INCMO7,179$326,9860.20%
65ENERGY TRANSFER L PET-PI18,994$308,0800.19%
66ELI LILLY & COLLY332$300,7750.18%
67PROGRESSIVE CORP7433151031,441$299,2790.18%
68CHEVRON CORP NEWCVX1,846$288,7500.17%
69UNITED PARCEL SERVICE INCUPS2,078$284,4090.17%
70ABBOTT LABSABLZF2,664$276,7690.17%
71ALPHABET INCGOOG1,415$257,7960.16%
72ISHARES INC4642868224,391$248,5920.15%
73ADVANCED MICRO DEVICES INCAMD1,530$248,2110.15%
74ISHARES TR464287523986$243,2450.15%
75PROCTER AND GAMBLE CO7427181091,442$237,8550.14%
76VANGUARD ADMIRAL FDS INC9219328282,404$236,1330.14%
77ABBVIE INCABBV1,359$233,0280.14%
78INVESCO EXCHANGE TRADED FD TIVZ3,473$227,4100.14%
79INNOVATOR ETFS TRUSTINHD6,831$226,7890.14%
80VICTORIAS SECRET AND CO92640010212,198$215,5390.13%
81WALMART INCWMT3,136$212,3650.13%
82J P MORGAN EXCHANGE TRADED F46641Q3323,615$204,9240.12%
83INNOVATOR ETFS TRUSTINHD5,469$201,9470.12%
84DULUTH HLDGS INCDLTH14,441$53,2870.03%