KITCHING PARTNERS, LLC
CIK 2010145 · Holdings on Sep 30, 2024 · First reported Nov 14, 2024
Top ten holdings
Q3 2024- VIG17.44%
- VUSB12.77%
- SHYG12.43%
- SDY11.52%
- VEA9.12%
- VGLT5.97%
- IAU5.95%
- VWOB5.80%
- VOO5.02%
- VWO3.94%
Share classes counted separately89.96%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight decreased · -10.14 pp19.26% → 9.12%Shares -85.26K (-39.80%)
- VUSBWeight increased · +7.50 pp5.27% → 12.77%Shares +132.35K (+226.10%)
- VIGWeight decreased · -2.65 pp20.09% → 17.44%Shares +5.26K (+8.69%)
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 28
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 | $13.02M | 17.44% | 65.73K shares | 20.09% → 17.44%-2.65 pp +5.26K (+8.69%) | Added | ↗▾ |
| 02 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $9.53M | 12.77% | 190.89K shares | 5.27% → 12.77%+7.50 pp +132.35K (+226.10%) | Added | ↗▾ |
| 03 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $9.28M | 12.43% | 213.74K shares | 13.96% → 12.43%-1.53 pp +31.87K (+17.52%) | Added | ↗▾ |
| 04 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $8.60M | 11.52% | 60.55K shares | 11.72% → 11.52%-0.20 pp +9.92K (+19.58%) | Added | ↗▾ |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $6.81M | 9.12% | 128.95K shares | 19.26% → 9.12%-10.14 pp -85.26K (-39.80%) | Reduced | ↗▾ |
| 06 | VGLTVANGUARD LONG-TERM TREASURYLONG TERM TREAS View history and evidence | $4.45M | 5.97% | 72.39K shares | 5.92% → 5.97%+0.05 pp +15.99K (+28.36%) | Added | ↗▾ |
| 07 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $4.44M | 5.95% | 89.33K shares | 5.91% → 5.95%+0.04 pp +15.34K (+20.73%) | Added | ↗▾ |
| 08 | VWOBVANGUARD EMERG MKTS GOV BNDEM MK GOV BD ETF View history and evidence | $4.33M | 5.80% | 65.23K shares | Prior unavailable +65.23K | New | ↗▾ |
| 09 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $3.75M | 5.02% | 7.11K shares | 4.00% → 5.02%+1.02 pp +2.71K (+61.51%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $2.94M | 3.94% | 61.41K shares | 2.58% → 3.94%+1.36 pp +28.96K (+89.24%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| VTEB VANGUARD TAX-EXEMPT BOND ETF | Non-derivative | -49,508 | -$2.48M | SEC filing ↗ | SEC filing ↗ |
| LYFT LYFT INC-A | Non-derivative | -24,137 | -$340.33K | SEC filing ↗ | SEC filing ↗ |
| 132152109 CAMBRIDGE BANCORP | Non-derivative | -3,933 | -$271.38K | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 74651063
}Take these holdings further.
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