Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 30, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 3
- 0 vs. Q1 2024
- Portfolio value
- $215.6M
- +$8.04M (+3.9%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 360,441 | $180.3M | 83.6% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,106 | $26.7M | 12.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 146,362 | $8.58M | 4.0% | 00.0% | Unchanged | – |