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Cabana LLC

SEC CIK
0001688539
Latest filing
Jul 10, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.

Institution overview
Positions
16
−5 vs. Q2 2021
Portfolio value
$28.1M
+$2.58M (+10.1%) vs. Q2 2021
Filed
Nov 15, 2021
SEC
Holdings of Cabana LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF7,295$2.82M10.0%+1,140+18.5%Added–
Vanguard S&P 500 ETF922908363ETF6,585$2.78M9.9%+6,585New–
Vanguard Communication Services ETF92204A884ETF19,608$2.78M9.9%+19,608New–
Vanguard Information Technology ETF92204A702ETF6,319$2.74M9.8%+6,319New–
Vanguard Index FDS922908652EXTEND MKT ETF14,261$2.74M9.8%+14,261New–
Vanguard BD Index FDS921937793LONG TERM BOND25,671$2.66M9.5%+25,671New–
Vanguard Consumer Discretionary ETF92204A108ETF7,614$2.58M9.2%+7,614New–
Vanguard Intermediate-Term Bond ETF921937819ETF22,589$2.00M7.1%+22,589New–
Global X FDS37954Y657US PFD ETF72,936$1.89M6.8%+72,936New–
Vanguard Morningstar Total Stock Market ETF922908769ETF7,659$1.81M6.5%+7,659New–
Vanguard Health Care ETF92204A504ETF3,736$966.0K3.4%+3,736New–
Vanguard Morningstar Mid-Cap ETF922908629ETF3,366$849.0K3.0%+3,366New–
Vanguard Financials ETF92204A405ETF6,582$656.0K2.3%+6,582New–
Vanguard Total Bond Market ETF921937835ETF4,489$383.0K1.4%+4,489New–
Vanguard Industrials ETF92204A603ETF964$193.0K0.7%+964New–
Vanguard Morningstar Small-Cap ETF922908751ETF843$193.0K0.7%+843New–

Sold out since Q2 2021 (20)

Positions held at the end of Q2 2021 that are gone from this filing.

Positions of Cabana LLC sold out since Q2 2021
SecurityClassShares in Q2 2021Value in Q2 2021% of portfolio in Q2 2021History
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF14,712$2.63M10.3%–
iShares Tr46428743220 YR TR BD ETF16,230$2.34M9.2%–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF16,613$2.23M8.7%–
State Street Industrial Select Sector SPDR ETF81369Y704ETF21,303$2.18M8.6%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF15,526$2.18M8.6%–
iShares Tr464287739U.S. REAL ES ETF21,399$2.18M8.6%–
iShares Tr464288513IBOXX HI YD ETF21,813$1.91M7.5%–
iShares Tr464288687PFD AND INCM SEC45,811$1.79M7.0%–
State Street Health Care Select Sector SPDR ETF81369Y209ETF12,048$1.52M6.0%–
State Street Technology Select Sector SPDR ETF81369Y803ETF7,513$1.11M4.4%–
iShares Russell Mid-Cap Value ETF464287473ETF7,236$832.0K3.3%–
Vanguard Morningstar Growth ETF922908736ETF2,901$832.0K3.3%–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,965$277.0K1.1%–
State Street Utilities Select Sector SPDR ETF81369Y886ETF5,213$277.0K1.1%–
SPDR Series Trust78464A763ST STR SP DIV2,269$277.0K1.1%–
Invesco Exchange Traded FD T46137V621FINL PFD ETF14,436$277.0K1.1%–
iShares Russell 2000 ETF464287655ETF1,008$231.0K0.9%–
iShares Tr4642874407-10 YR TRSY BD970$112.0K0.4%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF691$56.0K0.2%–
iShares Russell 1000 Value ETF464287598ETF353$56.0K0.2%–