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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 Q3 2024 · Filed October 7, 2024 · Accession 0001951757-24-000976

Total Value
$180.7M
Positions
95
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (95)

#IssuerTicker / CUSIPSharesValue% of Filing
1JANUS DETROIT STR TR47103U845346,377$17.6M9.75%
2T ROWE PRICE ETF INC87283Q404253,466$10.4M5.74%
3VANGUARD WHITEHALL FDS92194640674,281$9.5M5.27%
4HARTFORD FDS EXCHANGE TRADED41653L404453,539$9.0M4.97%
5VANGUARD SCOTTSDALE FDS92206C68087,702$8.5M4.68%
6J P MORGAN EXCHANGE TRADED F46654Q716152,036$8.3M4.60%
7APPLE INCAAPL35,404$8.2M4.56%
8ISHARES TR46434V621113,113$7.1M3.92%
9VANGUARD INDEX FDS92290874433,933$5.9M3.28%
10INNOVATOR ETFS TRUSTINHD151,285$5.8M3.23%
11AMAZON COM INCAMZN28,262$5.3M2.91%
12ISHARES TR46428820868,582$5.2M2.88%
13DESIGNER BRANDS INCDBI662,947$4.9M2.71%
14VANGUARD INDEX FDS9229083638,837$4.7M2.58%
15INNOVATOR ETFS TRUSTINHD118,038$4.4M2.41%
16INNOVATOR ETFS TRUSTINHD93,328$3.5M1.96%
17DIMENSIONAL ETF TRUST25434V70890,773$3.1M1.72%
18INNOVATOR ETFS TRUSTINHD85,893$3.1M1.71%
19INNOVATOR ETFS TRUSTINHD77,682$3.0M1.65%
20INNOVATOR ETFS TRUSTINHD66,137$2.6M1.44%
21SPDR SER TR78468R66327,928$2.6M1.42%
22INNOVATOR ETFS TRUSTINHD70,327$2.5M1.37%
23J P MORGAN EXCHANGE TRADED F46654Q60931,226$2.4M1.33%
24MICROSOFT CORPMSFT4,967$2.1M1.18%
25WISDOMTREE TRWT39,763$2.0M1.12%
26JPMORGAN CHASE & CO.VYLD9,448$2.0M1.10%
27VANGUARD INDEX FDS9229086297,099$1.9M1.04%
28INNOVATOR ETFS TRUSTINHD42,763$1.8M0.98%
29BERKSHIRE HATHAWAY INC DELBRK-A3,729$1.7M0.95%
30J P MORGAN EXCHANGE TRADED F46641Q83732,256$1.6M0.91%
31INVESCO QQQ TRIVZ3,050$1.5M0.82%
32ISHARES TR46429B69714,024$1.3M0.71%
33NVIDIA CORPORATIONNVDA10,290$1.2M0.69%
34SPDR S&P 500 ETF TRSPY2,049$1.2M0.65%
35ALPHABET INCGOOG6,516$1.1M0.60%
36INVESCO EXCHANGE TRADED FD TIVZ5,817$1.0M0.58%
37SELECT SECTOR SPDR TR81369Y8033,744$845,1480.47%
38ISHARES TR46428750713,139$818,8180.45%
39BATH & BODY WORKS INCBBWI25,161$803,1340.44%
40VANGUARD SCOTTSDALE FDS92206C7149,436$786,2620.44%
41FIDELITY COVINGTON TRUST31609235217,187$735,0920.41%
42VANGUARD INDEX FDS9229085124,055$679,8950.38%
43ISHARES TR46432F3393,770$675,9340.37%
44INNOVATOR ETFS TRUSTINHD15,053$609,3440.34%
45COSTCO WHSL CORP NEW22160K105672$596,1130.33%
46VISA INCV2,026$557,1080.31%
47CAPITAL GRP FIXED INCM ETF T14020Y10224,015$555,2170.31%
48VICTORY PORTFOLIOS II92647N8657,944$538,8230.30%
49FIDELITY MERRIMACK STR TR31618830911,522$538,5170.30%
50ISHARES TR4642874576,403$532,3840.29%
51JOHNSON & JOHNSONJNJ3,215$520,9740.29%
52INNOVATOR ETFS TRUSTINHD19,708$520,6200.29%
53INNOVATOR ETFS TRUSTINHD16,234$516,4090.29%
54META PLATFORMS INCMETA857$490,3700.27%
55INNOVATOR ETFS TRUSTINHD12,025$432,1710.24%
56INNOVATOR ETFS TRUSTINHD11,531$425,7250.24%
57J P MORGAN EXCHANGE TRADED F46654Q7246,322$386,5540.21%
58ALTRIA GROUP INCMO7,380$376,6680.21%
59UNITED PARCEL SERVICE INCUPS2,756$375,7560.21%
60PROGRESSIVE CORP7433151031,451$368,0840.20%
61VANGUARD INDEX FDS922908736930$356,9780.20%
62TESLA INCTSLA1,262$330,2450.18%
63ROCKY BRANDS INCRCKY10,259$326,8610.18%
64INNOVATOR ETFS TRUSTINHD9,183$322,0940.18%
65VICTORIAS SECRET AND CO92640010212,198$313,4890.17%
66ENERGY TRANSFER L PET-PI19,503$313,0280.17%
67ABBOTT LABSABLZF2,742$312,5910.17%
68J P MORGAN EXCHANGE TRADED F46641Q6546,124$311,9710.17%
69ELI LILLY & COLLY346$306,2210.17%
70INNOVATOR ETFS TRUSTINHD7,573$299,4980.17%
71AMPLIFY ETF TR0321084096,951$286,2970.16%
72PROCTER AND GAMBLE CO7427181091,636$283,4070.16%
73CHEVRON CORP NEWCVX1,874$275,9120.15%
74ABBVIE INCABBV1,391$274,6940.15%
75WALMART INCWMT3,337$269,4490.15%
76VANGUARD ADMIRAL FDS INC9219328282,404$260,1040.14%
77ADVANCED MICRO DEVICES INCAMD1,561$256,1910.14%
78INVESCO EXCHANGE TRADED FD TIVZ3,473$249,5510.14%
79HOME DEPOT INCHD611$247,5910.14%
80FIRST TR EXCHANGE TRADED FD33734X1683,644$244,3170.14%
81VANGUARD SPECIALIZED FUNDS9219088441,233$244,2890.14%
82ALPHABET INCGOOG1,470$243,7580.13%
83AGILON HEALTH INCAGL61,621$242,1710.13%
84STARBUCKS CORPSBUX2,440$237,8340.13%
85EXXON MOBIL CORPXOM2,020$236,7980.13%
86ISHARES INC4642868224,391$235,8570.13%
87ISHARES TR464287523989$227,9620.13%
88CATERPILLAR INCCAT564$220,4390.12%
89BROADCOM INCAVGO1,254$216,3680.12%
90COCA COLA COKO2,975$213,7810.12%
91INNOVATOR ETFS TRUSTINHD7,754$213,7230.12%
92LATTICE STRATEGIES TR5184161026,721$204,9970.11%
93J P MORGAN EXCHANGE TRADED F46641Q3323,439$204,6720.11%
94ISHARES TR4642877702,830$201,0140.11%
95DULUTH HLDGS INCDLTH14,441$54,2980.03%