KITCHING PARTNERS, LLC
CIK 2010145 · Holdings on Jun 30, 2024 · First reported Aug 15, 2024
Top ten holdings
Q2 2024- VIG20.09%
- VEA19.26%
- SHYG13.96%
- SDY11.72%
- VGLT5.92%
- IAU5.91%
- VUSB5.27%
- VTEB4.51%
- VOO4.00%
- VWO2.58%
Share classes counted separately93.22%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SDYWeight decreased · -0.86 pp12.58% → 11.72%Shares +164 (+0.32%)
- IAUWeight increased · +0.33 pp5.58% → 5.91%Shares +4.04K (+5.77%)
- VIGWeight decreased · -0.30 pp20.39% → 20.09%Shares +1.66K (+2.82%)
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 20
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 | $11.04M | 20.09% | 60.47K shares | 20.39% → 20.09%-0.30 pp +1.66K (+2.82%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $10.59M | 19.26% | 214.21K shares | 19.40% → 19.26%-0.14 pp +10.51K (+5.16%) | Added | ↗▾ |
| 03 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $7.67M | 13.96% | 181.87K shares | 14.03% → 13.96%-0.07 pp +8.18K (+4.71%) | Added | ↗▾ |
| 04 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $6.44M | 11.72% | 50.64K shares | 12.58% → 11.72%-0.86 pp +164 (+0.32%) | Added | ↗▾ |
| 05 | VGLTVANGUARD LONG-TERM TREASURYLONG TERM TREAS View history and evidence | $3.25M | 5.92% | 56.40K shares | 6.14% → 5.92%-0.22 pp +1.79K (+3.28%) | Added | ↗▾ |
| 06 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $3.25M | 5.91% | 73.99K shares | 5.58% → 5.91%+0.33 pp +4.04K (+5.77%) | Added | ↗▾ |
| 07 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $2.90M | 5.27% | 58.54K shares | 5.13% → 5.27%+0.14 pp +4.00K (+7.34%) | Added | ↗▾ |
| 08 | VTEBVANGUARD TAX-EXEMPT BOND ETFTAX EXEMPT BD View history and evidence | $2.48M | 4.51% | 49.51K shares | 4.72% → 4.51%-0.21 pp +383 (+0.78%) | Added | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $2.20M | 4.00% | 4.40K shares | 4.02% → 4.00%-0.02 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.42M | 2.58% | 32.45K shares | 2.56% → 2.58%+0.02 pp +196 (+0.61%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FNV FRANCO-NEVADA CORP | Non-derivative | -2,029 | -$241.78K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2010145 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 54963442
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