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

Ethos Financial Group, LLC

Quarter ended Q1 2024 · Filed May 8, 2024 · Accession 0001954242-24-000005

Total Value
$528,614
Positions
291
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (291)

#IssuerTicker / CUSIPSharesValue% of Filing
1Schwab US Broad Market ETF808524102556,614$34,0516.44%
2Vanguard Total World Stock ETF922042742168,351$18,6033.52%
3Schwab US Large Cap ETF808524201288,566$17,9983.40%
4Vaneck Morningstar Wide Moat ETF92189F643189,532$17,0393.22%
5Schwab US Large Cap Growth ETF808524300171,736$15,9283.01%
6Abrdn Physical Gold Shares ETF00326A104710,560$15,0922.86%
7iShares Bitcoin TRIBIT350,460$14,1832.68%
8iShares TIPS Bond ETF464287176120,860$13,1962.50%
9Schwab US Large Cap Value ETF808524409169,263$12,8682.43%
10iShares 0-5 Year TIPS Bond ETF46429B747121,340$12,0652.28%
11Wisdomtree Managed Futures Strat ETFWT260,740$9,7781.85%
12Schwab Fundamental Inl Large Com ETF808524755266,783$9,5001.80%
13iShares Short Treasury Bond ETF46428867985,396$9,4401.79%
14Energy Select Sector SPDR ETF81369Y50695,757$9,0401.71%
15AppleAAPL52,192$9,0181.71%
16Relative Sentiment Tactical Allocation02072L813303,099$8,5161.61%
17iShares Morgstar Mid Cap Gro ETF464288307119,307$8,4331.60%
18Xtrackers MSCI EAFE Hedged Equity Et233051200204,292$8,3621.58%
19Invesco Dynamic Large Cap Growth ETFIVZ93,524$8,3511.58%
20Schwab US Aggregate Bond ETF808524839180,326$8,2951.57%
21Schwab US Dividend Equity ETF808524797100,242$8,0861.53%
22Alpha Archtct Intr Quntv Val ETF02072L201297,374$8,0231.52%
23iShares 20 PLS Year Treasury BND ETF46428743284,228$7,9701.51%
24iShares S&P 500 Growth ETF46428730987,024$7,3481.39%
25iShares Russell Top 200 Growth ETF46428943835,993$7,0221.33%
26Alpha Archtct US Quntv Val ETF02072L102149,756$6,7301.27%
27iShares Russell 1000 Growth ETF46428761419,814$6,6781.26%
28Alpha Architect 1-3 Month Box ETF02072L56561,440$6,5411.24%
29MicrosoftMSFT13,809$5,8211.10%
30iShares MSCI USA QLTY Fact ETF46432F33935,213$5,7871.09%
31iShares Core S&P 500 ETF4642872009,860$5,4151.02%
32Vanguard Short Inflation Prot ETF IV922020805106,204$5,0840.96%
33ExxonMobilXOM42,591$4,9510.94%
34iShares 0 To 3 MNTH Treasury BND ETF46436E71848,633$4,8980.93%
35Vanguard Mega Cap Growth ETF92191081615,453$4,4290.84%
36Amazon.Com IncAMZN24,268$4,3860.83%
37Invesco S&P 500 Equal Weight ETFIVZ24,716$4,2440.80%
38Alpha Archtct US Quntv MTNM ETF02072L40963,080$3,7290.71%
39JPMorgan ChaseVYLD18,231$3,6520.69%
40Vanguard FTSE Emerging Markets ETF92204285884,782$3,5420.67%
41Wisdomtree Floating Rate Treasry ETFWT69,393$3,4900.66%
42Nvidia CorpNVDA3,783$3,4180.65%
43Alphacentric Incm Oppty FD I62827M144403,691$3,1450.59%
44JPMorgan Ultra Short Income ETF46641Q83760,971$3,0760.58%
45SPDR S&P 500 ETFSPY3,367$3,0270.57%
46T. Rowe Price Ultra Shor T-Term Bond I77957P501578,601$2,9160.55%
47Wasatch-Hoisington US TR Easury936772300250,936$2,8560.54%
48iShares Core Growth Allocation ETF46428986747,628$2,6510.50%
49Global X MLP ETF37954Y34354,706$2,6380.50%
50Schwab Emerging Markets Equity ETF808524706103,232$2,6100.49%
51SPDR Bloomberg Barclays 1-3 MNTH T Bill ETF New78468R66327,165$2,4940.47%
52Schwab S&P 500 Index FD80850985525,251$2,0410.39%
53Invesco S&P 500 Top 50 ETFIVZ47,782$2,0130.38%
54Blackstone Secd LendingBX58,763$1,8710.35%
55Siren ETF TR Divcon Leaders Divid ETF82965830127,509$1,8180.34%
56Vanguard Short Term Treasury ETF IV92206C10230,419$1,7660.33%
57Vanguard Dividend Appreciation ETF9219088448,783$1,6040.30%
58Freedom 100 Emerging Markets ETF02072L60746,973$1,5840.30%
59Kraneshares Global Carbon STG ETF50076767848,249$1,4830.28%
60Berkshire Hathaway Class BBRK-A3,505$1,4740.28%
61Alphabet Inc. Class AGOOG9,215$1,4670.28%
62Strive U S Energy ETF02072L72245,477$1,4240.27%
63Pacer US Small Cap Cash Cows 100 ETF69374H85728,187$1,3860.26%
64Visa Inc Class AV4,959$1,3840.26%
65Mastercard Inc Class AMA2,685$1,2930.24%
66Home DepotHD3,314$1,2710.24%
67Costco Wholesale Co22160K1051,685$1,2400.23%
68McDonald'sMCD4,270$1,2040.23%
69Alphabet Inc. Class CGOOG7,861$1,1980.23%
70Vanguard Russell 1000 ETF IV92206C7304,876$1,1620.22%
71MFS Growth Series55298510331,934$1,1190.21%
72UnitedHealth GroupUNH2,216$1,0960.21%
73Meta Platforms Inc Class AMETA2,252$1,0940.21%
74Chevron Corp.CVX6,596$1,0400.20%
75Invesco S & P Midcap Momentum ETFIVZ9,011$1,0350.20%
76Schwab US TIPS ETF80852487019,168$1,0000.19%
77iShares Core Dividend Growth ETF46434V62117,015$9900.19%
78Janus Henderson Vit Enterprise Inst47102120414,060$9670.18%
79Lilly Eli & CoLLY1,235$9610.18%
80Johnson & JohnsonJNJ5,995$9480.18%
81Advanced Micro DevicAMD5,121$9240.17%
82Texas Pacific Land CorpTPL1,584$9160.17%
83Bank Of America 4 PFD PFD Ser 406050559140,443$9130.17%
84Harleysville Finl Co005041284E10043,014$9070.17%
85Merck & Co. Inc.MRK6,711$8910.17%
86Vanguard Equity Income92192110234,384$8910.17%
87Rydex VT S&P 500 Pure Growth78355E18917,742$8880.17%
88Invesco S&P Midcap 400a Garp ETFIVZ7,382$8880.17%
89Oracle CorpORCL-PD6,976$8760.17%
90iShares Core US Aggregate Bond ETF4642872268,922$8740.17%
91Invesco S&P 500 Garp ETFIVZ8,175$8710.16%
92Kla CorpKLAC1,216$8500.16%
93SPDR Gold Shares ETFGLD3,964$8150.15%
94Wal-MartWMT13,096$7910.15%
95Vanguard Itm-Term Treasury ETF92206C70613,447$7870.15%
96Procter & Gamble7427181094,693$7610.14%
97Ea Ser TR Freedom Day Dividend ETF02072L84723,566$7570.14%
98iShares MSCI USA Momntum FCT ETF46432F3964,020$7530.14%
99Fid NDQ Comp Ec ETF DV31591280811,562$7450.14%
100Ab Global Core Equity Ad Visor01878T24444,474$7390.14%
101Amgen Inc.AMGN2,596$7390.14%
102American Funds Growth Fu ND Of Amer A39987410610,268$7300.14%
103Guggenheim Macro Oppty Inst40168W58229,342$7140.14%
104iShares 3-7 Year Trery Bond ETF4642886616,135$7110.13%
105iShares iBoxx High Yield Bond ETF4642885139,136$7100.13%
106The Goldman Sach 4 PFD PFD Ser D38144G80430,276$6930.13%
107Private Shares FD A88339M10817,454$6880.13%
108Nextera Energy IncNEE-PW10,696$6840.13%
109Vanguard 500 Index Admir Al9229087101,390$6740.13%
110Broadcom IncAVGO507$6720.13%
111Lowes Companies Inc5486611072,571$6560.12%
112PIMCO Vit Short-Term69339060140,975$6340.12%
113American Century US QLT GRWT ETF0250723077,436$6320.12%
114Honeywell Intl Inc4385161063,076$6310.12%
115iShares Broad Usd HG YLD CRP BND ETF46435U85317,090$6250.12%
116iShares Core S&P Small-Cap ETF4642878045,633$6230.12%
117Vanguard Balanced92193120024,963$6220.12%
118IntelINTC13,963$6170.12%
119Business First BancshareBFST27,631$6160.12%
120American FD Balanced FD CL A02407110218,097$6130.12%
121Cisco SystemsCSCO12,264$6130.12%
122iShares Core MSCI EAFE ETF46432F8428,218$6100.12%
123Morgan Stanley 4 PFD PFD Ser AMS-PQ26,348$6070.11%
124Newmarket CorporatnNEU949$6050.11%
125Lockheed Martin CorpLMT1,327$6040.11%
126Auto Data ProcessingADP2,398$6020.11%
127Neuberger Berman Strat Incm Inst64128K75161,300$6000.11%
128GLBLX Uranium37954Y87120,784$5990.11%
129Comcast Corp Class ACCZ13,616$5900.11%
130Intuit IncINTU905$5880.11%
131iShares Preferred Income Sec ETF46428868718,073$5820.11%
132Becton Dickinson&coBDX2,352$5820.11%
133Vanguard Short-Term Investment Grade92203140649,449$5810.11%
134Old Dominion FreightODFL2,636$5780.11%
135Kroger CoKR9,960$5690.11%
136Nexstar Media Group Class ANXST3,222$5550.10%
137iShares Core S&P Mid Cap ETF4642875079,136$5550.10%
138Albemarle CorpALB-PA4,200$5550.10%
139Target CorpTGT3,113$5520.10%
140Accenture PLC F Class AACN1,592$5520.10%
141Invsc QQQ Trust SRS 1 ETFIVZ580$5430.10%
142Imgp Dbi Managed Futures STRTGY ETF53700T82718,851$5390.10%
143Tractor Supply CompTSCO2,036$5330.10%
144Vanguard S&P 500 ETF9229083631,061$5210.10%
145Goldman Sachs GroupGSCE1,230$5140.10%
146Qualcomm IncQCOM2,924$4950.09%
147CMS Energy Cor 5.875PFD Due 030179CMS-PC19,945$4940.09%
148Illinois Tool Works4523081091,817$4900.09%
149Putnam Ultra Short Durat Ion Income A74676P75548,474$4890.09%
150Analog Devices IncADI2,452$4850.09%
151Cintas CorpCTAS703$4830.09%
152Vanguard Growth9229086608,672$4730.09%
153Pepsico IncPEP2,646$4670.09%
154T Rowe Price Blue Chip Growth FD Inv77954Q1062,721$4640.09%
155iShares Russell Top 200 ETF4642894463,572$4540.09%
156Truist Finl C 4.75 PFD PFD Ser RTFC-PR20,971$4470.08%
157Abbvie IncABBV2,387$4350.08%
158Dominos Pizza IncDPZ875$4350.08%
159BlackRock IncBLK521$4350.08%
160IBMINTR2,271$4340.08%
161Union Pacific CorpUNP1,744$4290.08%
162Lord Abbett Short Durati On Income I543916688111,635$4290.08%
163Pioneer Fund VCTPACHW7,005$4280.08%
164Zacks Earnings Consistent Port ETF98888G10515,174$4260.08%
165American Funds Growth Fu ND Of Amer F33998747755,890$4190.08%
166Deere & CoDE1,014$4180.08%
167Vanguard Russell 1000 Growth ETF92206C6804,798$4160.08%
168iShares National Muni Bond ETF4642884143,845$4140.08%
169PfizerPFE14,821$4110.08%
170Microchip TechnologyMCHPP4,552$4080.08%
171Alpha Archtct Intr Quntv MTNM ETF02072L30013,858$4040.08%
172A G C O CorpAGCO3,248$4000.08%
173Pinterest Inc Class APINS11,503$3990.08%
174Phillips 66PSX2,409$3930.07%
175Hunt (JB) Transprt SVCS Inc4456581071,974$3930.07%
176Snap On IncSNA1,317$3900.07%
177Parsons CorpPSN4,648$3860.07%
178Citizens Finl GR 5 PFD PFDCIA17,012$3750.07%
179Applied Materials0382221051,811$3730.07%
180Raytheon Technologies CoRTX3,826$3730.07%
181Pioneer Natural Res7237871071,417$3720.07%
182Mckesson CorpMCK692$3720.07%
183VerizonVZ8,706$3650.07%
184Walt Disney2546871062,974$3640.07%
185Netflix IncNFLX592$3600.07%
186The Southern Co 4.95PFD Due 013080SOMN15,311$3520.07%
187Cadence Design SYSCDNS1,092$3400.06%
188First Trust Smid Cap Rising Divi ETF33741X1022,239$3340.06%
189Delaware Investments Ult Rashort Instl24591050033,483$3330.06%
190Athene Holdi 5.625 PFD PFD Ser BATHS15,000$3310.06%
191Invesco Pennsylvania Mun Icipal AIVZ32,082$3310.06%
192American FD New Perspective CL A6480181095,444$3300.06%
193Nuveen Pnsylvania QLTY MNU27,570$3270.06%
194Charles Schwab CorpSCHW-PJ4,482$3250.06%
195Vanguard Health Care FD Admiral Share9219088853,606$3250.06%
196Bank of America0605051048,343$3200.06%
197Linde PLC ComLIN682$3170.06%
198Citigroup IncC-PR4,990$3160.06%
199Abbott LaboratoriesABLZF2,763$3140.06%
200Wisdomtree US Largecap Dividend ETFWT4,228$3050.06%
201BlackRock Muniyield PennBLK25,000$3040.06%
202Northern Lights Fund Trust IV Main Sectr Rotn ETFNTRSO5,996$3020.06%
203Wisdomtree Japan Hedged Equity ETFWT2,778$3010.06%
204Charles River Labs1598641071,093$2960.06%
205iShares Short Term NTNL Mun BND ETF4642881582,778$2910.06%
206TJX Companies Inc8725401092,867$2910.06%
207Apollo Investment Co03761U50219,128$2880.05%
208Baron Real Estate Income Retail06828M74419,675$2860.05%
209Ares Capital CorpARCC13,707$2850.05%
210Alps Alerian MLP ETF New00162Q4526,000$2850.05%
211iShares S&P 100 ETF4642871011,152$2850.05%
212Select Sector Health Care SPDR ETF81369Y2091,909$2820.05%
213Adobe IncADBE554$2800.05%
214Invesco Dwa Momentum ETFIVZ2,833$2800.05%
215JPMorgan Equity Premium Income46641Q3324,810$2780.05%
216Qwest Corp 6.5PFD Due 090156CTDD27,766$2700.05%
217Energy Transfer LPET-PI17,177$2700.05%
218CaterpillarCAT735$2690.05%
219Metlife Inc 4.75 PFD PFD Ser FMET-PF12,500$2660.05%
220Vanguard Total Bond Market ETF9219378353,624$2630.05%
221SPDR Bloomberg Int GRD FLT RT ETF78468R2008,456$2610.05%
222Bentley System Inc Class BBSY5,002$2610.05%
223Advisors PFD TR KNSNGTN MNGD A56167N33226,141$2580.05%
224Freeport Mcmoran IncFCX5,252$2560.05%
225Mueller Inds Inc6247561024,711$2540.05%
226Agfiq U.S. Market Neutral Anti-Beta Fund00110G40814,051$2530.05%
227Hartford Inflation Plus A41664615625,280$2510.05%
228T Rowe Price Health Sciences Fund Inv7414801072,642$2510.05%
229Eaton Corp PLC FETN795$2490.05%
230Dimensional US Core Equity Market ETF25434V1046,750$2470.05%
231Paychex IncPAYX1,952$2400.05%
232T Rowe Price Summit Muni Interm Fund Inv77957N20921,104$2400.05%
233BlackRock High Yield Muni FD Inst CLBLK26,786$2400.05%
234Vanguard Total Stock Market ETF922908769823$2390.05%
235S&P Global IncSPGI557$2370.04%
236Coca-ColaKO3,831$2370.04%
237Vanguard Total Stock MKT Idx Adm9229087281,862$2360.04%
238Asml Holding N V F Sponsored ADRASMLF242$2350.04%
239Diamondback EnergyFANG1,180$2340.04%
240AT&TT-PC12,718$2310.04%
241SalesforceCRM761$2300.04%
242AT&T Inc. 5 PFD PFD Ser AT-PC10,750$2300.04%
243Public Storag 3.95 PFD PFD Ser Q74460W44612,500$2270.04%
244Ab Global Bond Advisor01853W70932,777$2260.04%
245Marathon Pete CorpMARA1,110$2240.04%
246Schwab Short Term US Treasury ETF8085248624,639$2240.04%
247Federal Realty I 5 PFD PFD Ser C31374520010,000$2230.04%
248DWS High Income A25155T66850,916$2220.04%
249Waste Management Inc94106L1091,018$2170.04%
250Select STR Financial Select SPDR ETF81369Y6055,119$2160.04%
251Capital One FC14040H1051,434$2140.04%
252American Funds Washingto N Mutual F39393307753,399$2110.04%
253Kimco Realty 5.125 PFD PFDKIM-PN9,059$2100.04%
254Fidelity 500 Index FD3159117501,139$2080.04%
255Janus Henderson AAA CLO47103U845198$2070.04%
256Alliancebernstein Hol LP01881G1065,962$2070.04%
257Rational Special Situati Ons Income Instl62825543211,067$2000.04%
258Ford Motor Co34537086014,887$1980.04%
259Schwab Target 202580850925113,114$1930.04%
260Schwab Target 203580850924411,279$1890.04%
261Nuveen Municipal Value CNU19,939$1740.03%
262Invesco Pa Value Muni Income TrustIVZ16,900$1730.03%
263Eaton Vance Municipal InETN16,693$1710.03%
264Brookfield Fin 4.5 PFD PFD11272B10310,000$1620.03%
265Urogen Pharma LTD FURGN10,500$1580.03%
266PS Business P 5.25 PFD PFD69360J59411,744$1520.03%
267Fidelity Advisor Strateg Ic Income I31592080112,958$1490.03%
268Invsc Actvly MNG Optm YD DVRS ETFIVZ10,653$1480.03%
269PIMCO Dynamic Income Opp69355M10710,000$1330.03%
270Hussman Strategic Growth44810810022,249$1320.02%
271Franklin La Tax Free Inc M FD CL A135472382712,414$1260.02%
272BlackRock Multi Asset Incm Port InstBLK10,860$1100.02%
273Fidelity Adv Floating Rate High Incm FD31591678310,353$960.02%
274Lixte Biotech HLDGLIXT24,808$840.02%
275Put First Majestic SilveAG10,000$590.01%
276New York CMNTY Bancorp64944510312,000$390.01%
277Franklin Income R635349663115,887$370.01%
278Ginkgo Bioworks HLDGS In Class ADNABW18,000$210.00%
279NW BiotherapeuticsNWBO23,700$120.00%
280Citius Pharmaceuticals ICTXR10,000$90.00%
281Tellurian Investments In87968A10410,000$70.00%
282Rubicon Technologies Inc Class ARUBI12,633$50.00%
283Zion Oil & Gas IncZNOGW42,875$30.00%
284Labor Smart Inc50541A108500,696$20.00%
285Ocean Thermal EnergyCPWR37,000$10.00%
286North American Cannabis65676T102999,900$00.00%
287Stratex Oil & Gas HL86280B105118,000$00.00%
288JPX Global Inc46639B10714,500$00.00%
289Bioelectronics Corp09062H10820,000$00.00%
290Hemp Inc42370320610,000$00.00%
291Iota Communications Inc46225M10320,746$00.00%