Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Jul 27, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 3
- 0 vs. Q1 2021
- Portfolio value
- $170.8M
- +$26.8M (+18.6%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 284,972 | $112.1M | 65.7% | +31,262+12.3% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 107,269 | $45.9M | 26.9% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 200,330 | $12.7M | 7.4% | +51,741+34.8% | Added | – |