Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 1, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 3
- 0 vs. Q4 2023
- Portfolio value
- $207.5M
- +$64.8M (+45.4%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 360,441 | $173.3M | 83.5% | +105,837+41.6% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,106 | $25.7M | 12.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 146,362 | $8.58M | 4.1% | 00.0% | Unchanged | – |