Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 26, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 3
- 0 vs. Q4 2022
- Portfolio value
- $151.9M
- +$9.96M (+7.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 284,972 | $107.2M | 70.5% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 83,158 | $34.0M | 22.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 200,330 | $10.7M | 7.1% | 00.0% | Unchanged | – |