Kent Ziegler
- SEC CIK
- 0001214816
- Latest filing
- Jul 28, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 30, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 2
- −1 vs. Q4 2024
- Portfolio value
- $231.2M
- −$157.6K (−0.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 432,675 | $222.4M | 96.2% | +72,234+20.0% | Added | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 146,362 | $8.88M | 3.8% | 00.0% | Unchanged | – |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.