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

Fairway Wealth LLC

Quarter ended Q4 2024 · Filed February 7, 2025 · Accession 0002019393-25-000001

Total Value
$222.1M
Positions
234
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (234)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD SHORT TERM INFL-PROTECTED9220208051,110,233$20.9M9.42%
2VANGUARD S&P 500 ETF92290836336,579$19.7M8.88%
3ISHARES S&P 500 INDEX46428720029,883$17.6M7.92%
4WISDOMTREE LARGE CAP DIVIDENDWT222,780$17.3M7.80%
5INVESCO S&P 500 EQUAL WEIGHT ETFIVZ68,939$12.1M5.44%
6ISHARES S&P SMALLCAP 600 ETF46428780499,955$11.5M5.19%
7VANGUARD FTSE DEVELOPED MARKETS ETF921943858224,378$10.7M4.83%
8ISHARES CORE S&P MID CAP ETF464287507164,192$10.2M4.61%
9POWERSHARES QQQ TRIVZ17,744$9.1M4.09%
10ISHARES CORE MSCI EAFE46432F842124,484$8.7M3.94%
11VANGUARD EXTENDED MARKET ETF92290865243,884$8.3M3.75%
12JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332126,290$7.3M3.27%
13VANGUARD REIT INDEX ETF92290855379,846$7.1M3.20%
14VANGUARD TOTAL INTERNATIONAL BOND ETF92203J407129,112$6.3M2.85%
15VANGUARD FTSE EMERGING MARKETS ETF922042858138,039$6.1M2.74%
16ISHARES CORE MSCI EMERGING MKTS46434G10384,811$4.4M1.99%
17VANGUARD LARGE CAP92290863714,007$3.8M1.70%
18ISHARES U.S. REAL ESTATE ETF46428773933,292$3.1M1.40%
19ISHARES AGGREGATE BOND ETF46428722624,011$2.3M1.05%
20ISHARES MSCI EAFE ETF46428746526,324$2.0M0.90%
21ISHARES 0-5 YEAR TIPS BOND ETF46429B74718,403$1.9M0.83%
22VANGUARD S&P MID-CAP 400 INDEX ETF92193288517,535$1.8M0.83%
23VANGUARD S&P ETF SMALL CAP 60092193282816,604$1.8M0.79%
24FIRST TRUST LONG/SHORT EQUITY ETF33739P10323,094$1.5M0.68%
25ISHARES TR RUSSELL MIDCAP INDEX FD46428749916,952$1.5M0.67%
26BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A3,270$1.5M0.67%
27APPLE INCAAPL5,118$1.3M0.58%
28VANGUARD SMALL CAP ETF9229087514,761$1.1M0.52%
29ISHARES TIPS BOND ETF46428717610,622$1.1M0.51%
30ISHARES RUSSELL 2000 ETF4642876554,869$1.1M0.48%
31VANGUARD ADMIRAL FDSINC S&P 500 VALUE INDEX FD ETF SHS9219327035,824$1.1M0.48%
32VANGUARD TOTAL STOCK MARKET ETF9229087693,224$934,2980.42%
33VANGUARD TOTAL BOND MARKET ETF92193783512,372$889,6430.40%
34PROGRESSIVE CORP COM7433151033,153$755,4900.34%
35VANGUARD S&P 500 GROWTH ETF9219325051,753$641,8670.29%
36VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327786,635$619,2300.28%
37SCHWAB US DIVIDEND EQUITY ETF80852479721,957$599,8650.27%
38ISHARES AMT-FREE MUNI BOND ETF4642884145,533$589,5410.27%
39ISHARES S&P 500 GROWTH ETF4642873094,658$472,8930.21%
40REAL ESTATE SELECT SECTOR SPDR FUND81369Y86011,524$468,6920.21%
41PHILLIPS EDISON & CO INC COMMON STOCKPECO12,173$456,0010.21%
42VANGUARD MID CAP9229086291,387$366,2310.16%
43ISHARES COHEN & STEERS RLTY4642875646,074$366,0270.16%
44NVIDIA CORPNVDA2,621$351,9620.16%
45PIMCO BROAD U.S. TIPS INDEX ETF72201R4036,710$347,7120.16%
46ISHARES RUSSELL 1000 VALUE ETF4642875981,745$323,0520.15%
47ISHARES RUSSELL 1000 GROWTH ETF464287614784$314,8390.14%
48ISHARES S&P 500 VALUE ETF4642874081,600$305,4080.14%
49ISHARES MSCI INDIA ETF46429B5985,442$286,4430.13%
50ISHARES MSCI EMERGING MARKETS ETF4642872346,841$286,0910.13%
51JPMORGAN ULTRA-SHORT INCOME ETF46641Q8375,489$276,5050.12%
52JPMORGAN SUSTAINABLE MUNICIPAL INCOME ETF46654Q8155,071$253,9050.11%
53VANGUARD FTSE ALL-WORLD EX-US9220427754,302$246,9610.11%
54SPDR MUNICIPAL BOND ETF78468R7215,325$242,9270.11%
55CENTRAL FUND OF CANADA LTDSII9,600$228,0960.10%
56SCHWAB STRATEGIC TR US LRG CAP ETF8085242019,795$227,0480.10%
57SPROTT PHYSICAL GOLD TR UNITSII11,111$223,7760.10%
58JOHNSON & JOHNSON COMJNJ1,328$192,0550.09%
59TEXAS PACIFIC LAND CORPORATION COMTPL166$183,5890.08%
60VANGUARD ESG U.S. CORPORATE BOND ETF9219106912,914$180,6610.08%
61NETFLIX COM INCNFLX202$180,0470.08%
62TRANSDIGM GROUP INC COM DELAWARETDG142$179,9540.08%
63VANGUARD VALUE ETF9229087441,029$174,2100.08%
64VERIZON COMMUNICATIONSVZ4,240$169,5580.08%
65HUNTINGTON BANCSHARES INC COMHBANP9,492$154,4310.07%
66ISHARES MBS ETF4642885881,570$143,9380.06%
67VANGUARD GROWTH ETF922908736343$140,7810.06%
68DEERE & CO COMDE330$139,8210.06%
69INVESCO S&P 500 GARP ETFIVZ1,215$127,4430.06%
70CATERPILLAR INC COMCAT342$124,0640.06%
71VANGUARD DIVIDEND APPRECIATION ETF921908844540$105,7480.05%
72AMAZON.COM INCAMZN475$104,2100.05%
73AFLAC INC COMAFL950$98,2680.04%
74ISHARES RUSSELL TOP 200 GROWTH ETF464289438416$97,8720.04%
75SCHWAB ETFS- US SMALL-CAP ETF8085246073,686$95,3200.04%
76JPMORGAN CHASE & CO. COMVYLD394$94,4460.04%
77VANGUARD FTSE ALL WORLD EX-US ETF922042718792$90,6980.04%
78SPOTIFY TECHNOLOGY S A SHSSPOT200$89,4760.04%
79ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G6721,738$86,7610.04%
80SPDR PORTFOLIO TIPS ETF78464A6563,162$80,0300.04%
81AMGEN INCAMGN307$80,0160.04%
82MERCK & CO INCMRK792$78,7880.04%
83MEDTRONIC PLC SHSMDT908$72,5310.03%
84KIMBERLY-CLARK CORP COMKMB543$71,1550.03%
85ABBVIE INC COMABBV400$71,0800.03%
86SPDR S&P 500 ETFSPY120$70,3300.03%
87MARATHON PETE CORPMARA500$69,7500.03%
88PEPSICO INC COMPEP457$69,4910.03%
89US BANCORP DEL COM NEWUSB-PS1,400$66,9620.03%
90VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409837$65,2940.03%
91ISHARES 20 YEAR TREASURY BOND ETF464287432719$62,7900.03%
92MICROSOFTMSFT148$62,3820.03%
93COCA COLA CO COMKO1,000$62,2600.03%
94SCHWAB SHORT-TERM US TREASURY ETF8085248622,578$62,0270.03%
95VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870740$59,4000.03%
96AMERICAN EXPRESS CO COMAXP200$59,3580.03%
97BITWISE BITCOIN ETF TRUSTBITB1,110$56,4440.03%
98NEXTERA ENERGY INC COMNEE-PW767$54,9860.02%
99RPM INTL INC COM749685103437$53,8340.02%
100GE AEROSPACE COM NEW369604301322$53,7060.02%
101REALTY INCOME CORPO1,000$53,4100.02%
102CITIGROUP INCC-PR731$51,4550.02%
103VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C706885$51,3300.02%
104WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT1,007$51,3270.02%
105PAYPAL HLDGS INC COMPYPL600$51,2100.02%
106COMCAST CORP NEW CL ACCZ1,351$50,7030.02%
107LANDBRIDGE COMPANY LLC CL ALB777$50,1940.02%
108VANGUARD ESG U.S. STOCK ETF921910733472$49,5060.02%
109ABBOTT LABS COMABLZF400$45,2440.02%
110HORMEL FOODS CORP COMHRL1,400$43,9180.02%
111FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF33741X1021,200$43,0200.02%
112TE CONNECTIVITY LTDTEL300$42,8910.02%
113ISHARES BITCOIN TRUST ETFIBIT764$40,5120.02%
114WASTE MANAGEMENT INC94106L109197$39,7530.02%
115BOSTON SCIENTIFIC CORPBSX400$35,7280.02%
116CONSOLIDATED EDISON INC COMED400$35,6920.02%
117DIGITAL REALTY TRUST INC253868103200$35,4660.02%
118CHART INDS INC COM16115Q308180$34,3510.02%
119INTERNATIONAL FLAVORS&FRAGRANC COM459506101400$33,8200.02%
120VANGUARD SMALL CAP VALUE ETF922908611167$33,0960.01%
121WISDOMTREE EMERGING MARKETS EQUITY INCOME ETFWT800$32,3940.01%
122AMERICAN ELEC PWR CO INC COM025537101346$31,9120.01%
123RTX CORPORATION COMRTX269$31,1290.01%
124EXXON MOBIL CORP COMXOM286$30,7650.01%
125MCDONALDS CORP COMMCD105$30,4380.01%
126MANITOWOC CO INC COM NEWMTW3,276$29,9100.01%
127CHEVRON CORP NEW COMCVX204$29,5470.01%
128OLD REP INTL CORP COM680223104800$28,9520.01%
129BANK AMERICA CORP COM060505104653$28,6990.01%
130TIMKEN CO COMTKR400$28,5480.01%
131BRISTOL-MYERS SQUIBB CO COMCELG-RI500$28,2800.01%
132TESLA MOTORS INCTSLA70$28,2690.01%
133XCEL ENERGY INC COMXELLL400$27,0080.01%
134DOMINION RESOURCES INCD500$26,9300.01%
135NUTRIEN LTD COMNTR600$26,8500.01%
136GE VERNOVA INC COMGEV80$26,3140.01%
137COSTCO WHOLESALE CORP22160K10529$26,1860.01%
138ARCHER DANIELS MIDLAND CO COMADM500$25,2600.01%
139META PLATFORMS INC CL AMETA42$24,5910.01%
140LAM RESEARCH CORPLRCX340$24,5580.01%
141ALBEMARLE CORPALB-PA280$24,1020.01%
142STARBUCKS CORPSBUX263$23,9970.01%
143CONOCOPHILLIPS COMCOP236$23,4040.01%
144VANGUARD SMALL-CAP GROWTH ETF92290859583$23,2450.01%
145ASML HOLDING N V N Y REGISTRY SHSASMLF30$20,7920.01%
146TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100104$20,5390.01%
147DOW INC COMDOW500$20,0650.01%
148EOG RESOURCES INCEOG146$17,8970.01%
149UNITEDHEALTH GROUPUNH35$17,7050.01%
150AUTOMATIC DATA PROCESSING INC COMADP60$17,5640.01%
151BLACKROCK INCBLK17$17,4270.01%
152SEAGATE TECHNOLOGYSE200$17,2620.01%
153ISHARES ESG AWARE MSCI EM ETF46434G863502$16,7450.01%
154APPLIED MATLS INC COM038222105102$16,5880.01%
155ALPHABET INC CAP STK CL CGOOG86$16,3780.01%
156FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND33738R118200$15,6920.01%
157INTL BUSINESS MACHINESINTR70$15,3880.01%
158BANK NEW YORK MELLON CORP COM064058100195$14,9820.01%
159CANADIAN PAC RAILWAYLTDCP195$14,1120.01%
160MARSH & MCLENNAN COS INC COM57174810266$14,0190.01%
161INTUIT INCINTU22$13,8270.01%
162PHILLIPS 66PSX118$13,4440.01%
163GENERAL DYNAMICS CORP COMGD51$13,4380.01%
164ILLINOIS TOOL WKS INC COM45230810951$12,9320.01%
165GILEAD SCIENCES INCGILD136$12,5620.01%
166DOVER CORP COMDOV64$12,0060.01%
167VANGUARD ESG INTERNATIONAL STOCK ETF921910725209$11,8650.01%
168PROCTER AND GAMBLE CO COM74271810970$11,7360.01%
169AERCAP HOLDINGS NV SHSAER122$11,6750.01%
170INTERCONTINENTALEXCHINTL45866F10478$11,6230.01%
171CORTEVA INC COMCTVA203$11,5630.01%
172LABORATORY CORP OF AMERICALH47$10,7780.00%
173FIRST TRUST PREFERRED SECURITIES & INCOME ETF33739E108600$10,6200.00%
174CISCO SYS INCCSCO178$10,5380.00%
175CBRE GROUP INC ACBRE79$10,3720.00%
176POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ505$10,0090.00%
177INVESCO PREFERRED ETFIVZ868$10,0080.00%
178LOCKHEED MARTIN CORPLMT20$9,7190.00%
179UNILEVER PLC SPON ADR NEWUNLYF166$9,4120.00%
180GENERAL MOTORS CORP37045V100174$9,2690.00%
181FISERV INCFISV43$8,8330.00%
182MONDELEZ INTL INC CL A609207105147$8,7800.00%
183PFIZER INC COMPFE319$8,4630.00%
184ACCENTURE LTD BERMUDA CL AACN24$8,4430.00%
185CIGNA CORP12552310030$8,2840.00%
186GENUINE PARTS CO COMGPC70$8,1730.00%
187AMERICAN INTL GROUP INC COM NEW026874784110$8,0080.00%
188INVESCO MUNICIPAL TRUST COMVKQ800$7,8480.00%
189AMEREN CORPAEE88$7,8440.00%
190HOME DEPOTHD20$7,7800.00%
191HONEYWELL INTL INC43851610634$7,6800.00%
192UNITED PARCEL SERVICE INCUPS59$7,4400.00%
193CF INDUSTRIES HOLDINGS, INC.12526910087$7,4230.00%
194PNC FINL SVCS GROUP INC COM69347510538$7,3280.00%
195NXP SEMICONDUCTORS NV COMNXPI34$7,0670.00%
196PENTAIR PLC SHSPNR70$7,0450.00%
197QUEST DIAGNOSTICS INCDGX46$6,9400.00%
198PUBLIC STORAGE INCPSA-PS23$6,8870.00%
199GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC78$6,0990.00%
200CADENCE DESIGN SYSTEM INC COMCDNS20$6,0090.00%
201KEURIG DR PEPPER INC COMKDP186$5,9740.00%
202WALMART INC COMWMT63$5,6920.00%
203VERTEX PHARMACEUTICALS INVRTX14$5,6380.00%
204D R HORTON INC23331A10940$5,5930.00%
205L3HARRIS TECHNOLOGIES INC COMLHX26$5,4670.00%
206AIR LEASE CORP CL AAIIR113$5,4480.00%
207HANCOCK JOHN PREM DIVID FD COM SH BEN INT41013T105426$5,4270.00%
208TARGET CORP COMTGT38$5,1370.00%
209ICON PLC SHSICLR23$4,8230.00%
210QUANTA SERVICES INC74762E10215$4,7410.00%
211NIKE INC CLASS BNKE62$4,6920.00%
212CHUBB LIMITED COMCB15$4,1450.00%
213AT&T INC COMT-PC179$4,0760.00%
214HUMANA INC COMHUM16$4,0590.00%
215GRIFFON CORP COMGFF56$3,9910.00%
216VULCAN MATLS CO COM92916010915$3,8580.00%
217GOOGLE INCGOOG20$3,7990.00%
218SPDR GOLD ETFGLD14$3,3900.00%
219LINDE PLC SHSLIN8$3,3490.00%
220T-MOBILE US INC COMTMUSZ15$3,3110.00%
221AUTOZONE INC NEVAZO1$3,2020.00%
222SPDR S&P HOMEBUILDERETF78464A88830$3,1350.00%
223PARSONS CORP DEL COMPSN30$2,7680.00%
224ELI LILLY & CO COMLLY3$2,3160.00%
2253M CO COMMMM17$2,1950.00%
226ISHARES U.S. AEROSPACE & DEFENSE ETF46428876015$2,1800.00%
227FIRST TRUST WATER ETF33733B10021$2,1430.00%
228SHERWIN WILLIAMS CO COMSHW5$1,7000.00%
229ROCKWELL AUTOMATION INC COMROK5$1,4290.00%
230WABTEC COM9297401085$9480.00%
231AMPLIFY ALTERNATIVE HARVEST ETF032108631320$7170.00%
232VIATRIS INC COMVTRS39$4860.00%
233SCHWAB US AGGREGATE BOND ETF8085248390$20.00%
234KAYNE ANDERSON ENERGY INFRSTR COM4866061060$00.00%