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Cabana LLC

SEC CIK
0001688539
Latest filing
Jul 10, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.

Institution overview
Positions
17
+1 vs. Q3 2021
Portfolio value
$28.5M
+$401.0K (+1.4%) vs. Q3 2021
Filed
Feb 14, 2022
SEC
Holdings of Cabana LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Information Technology ETF92204A702ETF7,189$3.29M11.6%+870+13.8%Added–
Invesco Nasdaq 100 ETF46138G649ETF20,138$3.29M11.6%+20,138New–
Vanguard Consumer Discretionary ETF92204A108ETF9,668$3.29M11.6%+2,054+27.0%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF9,527$2.43M8.5%+6,161+183.0%Added–
Vanguard Energy ETF92204A306ETF30,482$2.35M8.3%+30,482New–
Vanguard Index FDS922908652EXTEND MKT ETF12,866$2.35M8.3%−1,395−9.8%Reduced–
Vanguard Health Care ETF92204A504ETF7,484$1.99M7.0%+3,748+100.3%Added–
Vanguard Industrials ETF92204A603ETF9,824$1.99M7.0%+8,860+919.1%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF6,800$1.64M5.8%−859−11.2%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF7,429$1.64M5.8%+7,429New–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,104$1.30M4.6%+5,104New–
Vanguard Morningstar Growth ETF922908736ETF4,050$1.30M4.6%+4,050New–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,537$433.0K1.5%+1,537New–
Vanguard World FD921910816MEGA GRWTH IND1,661$433.0K1.5%+1,661New–
Global X FDS37954Y657US PFD ETF13,666$352.0K1.2%−59,270−81.3%Reduced–
Vanguard BD Index FDS921937793LONG TERM BOND2,703$278.0K1.0%−22,968−89.5%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF852$75.0K0.3%−21,737−96.2%Reduced–

Sold out since Q3 2021 (6)

Positions held at the end of Q3 2021 that are gone from this filing.

Positions of Cabana LLC sold out since Q3 2021
SecurityClassShares in Q3 2021Value in Q3 2021% of portfolio in Q3 2021History
Invesco QQQ Trust Series I46090E103ETF7,295$2.82M10.0%–
Vanguard S&P 500 ETF922908363ETF6,585$2.78M9.9%–
Vanguard Communication Services ETF92204A884ETF19,608$2.78M9.9%–
Vanguard Financials ETF92204A405ETF6,582$656.0K2.3%–
Vanguard Total Bond Market ETF921937835ETF4,489$383.0K1.4%–
Vanguard Morningstar Small-Cap ETF922908751ETF843$193.0K0.7%–