Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 1, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 3
- 0 vs. Q1 2023
- Portfolio value
- $163.8M
- +$11.9M (+7.8%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 284,972 | $116.1M | 70.8% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 83,158 | $36.9M | 22.5% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 200,330 | $10.9M | 6.7% | 00.0% | Unchanged | – |