Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 3
- 0 vs. Q3 2024
- Portfolio value
- $231.4M
- +$3.80M (+1.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 360,441 | $194.2M | 83.9% | 00.0% | Unchanged | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 49,106 | $28.8M | 12.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 146,362 | $8.40M | 3.6% | 00.0% | Unchanged | – |