KITCHING PARTNERS, LLC
CIK 2010145 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- VIG20.39%
- VEA19.40%
- SHYG14.03%
- SDY12.58%
- VGLT6.14%
- IAU5.58%
- VUSB5.13%
- VTEB4.72%
- VOO4.02%
- VWO2.56%
Share classes counted separately94.55%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VGLTWeight decreased · -0.58 pp6.72% → 6.14%Shares +279 (+0.51%)
- SHYGWeight decreased · -0.50 pp14.53% → 14.03%Shares +2.44K (+1.42%)
- VIGWeight increased · +0.46 pp19.93% → 20.39%Shares +616 (+1.06%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 18
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VIGVANGUARD DIVIDEND APPREC ETFDIV APP ETF View history and evidence | $10.74M | 20.39% | 58.81K shares | 19.93% → 20.39%+0.46 pp +616 (+1.06%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $10.22M | 19.40% | 203.70K shares | 19.34% → 19.40%+0.06 pp +2.88K (+1.44%) | Added | ↗▾ |
| 03 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $7.39M | 14.03% | 173.69K shares | 14.53% → 14.03%-0.50 pp +2.44K (+1.42%) | Added | ↗▾ |
| 04 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $6.62M | 12.58% | 50.47K shares | 12.52% → 12.58%+0.06 pp +648 (+1.30%) | Added | ↗▾ |
| 05 | VGLTVANGUARD LONG-TERM TREASURYLONG TERM TREAS View history and evidence | $3.23M | 6.14% | 54.60K shares | 6.72% → 6.14%-0.58 pp +279 (+0.51%) | Added | ↗▾ |
| 06 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $2.94M | 5.58% | 69.95K shares | 5.48% → 5.58%+0.10 pp +150 (+0.21%) | Added | ↗▾ |
| 07 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $2.70M | 5.13% | 54.53K shares | 5.39% → 5.13%-0.26 pp +342 (+0.63%) | Added | ↗▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $2.49M | 4.72% | 49.13K shares | 5.01% → 4.72%-0.29 pp +310 (+0.64%) | Added | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $2.12M | 4.02% | 4.40K shares | 3.86% → 4.02%+0.16 pp +5 (+0.11%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.35M | 2.56% | 32.25K shares | 2.63% → 2.56%-0.07 pp +429 (+1.35%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2010145 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 52671499
}Take these holdings further.
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