Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 30, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 3
- 0 vs. Q2 2024
- Portfolio value
- $227.6M
- +$12.0M (+5.6%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 360,441 | $190.2M | 83.6% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,106 | $28.2M | 12.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 146,362 | $9.22M | 4.1% | 00.0% | Unchanged | – |