KITCHING PARTNERS, LLC
CIK 2010145 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- VIG16.46%
- VEA11.20%
- VUSB10.44%
- SDY10.23%
- SHYG9.85%
- VOO9.35%
- IAU6.67%
- VWOB4.51%
- VGLT4.44%
- VWO4.31%
Share classes counted separately87.46%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VEAWeight increased · +1.80 pp9.40% → 11.20%Shares +32.77K (+20.38%)
- SDYWeight decreased · -0.98 pp11.21% → 10.23%Shares +2.44K (+3.39%)
- VOOWeight increased · +0.87 pp8.48% → 9.35%Shares +1.89K (+13.15%)
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 30
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 | $16.22M | 16.46% | 79.26K shares | 16.73% → 16.46%-0.27 pp +4.28K (+5.70%) | Added | ↗▾ |
| 02 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $11.03M | 11.20% | 193.56K shares | 9.40% → 11.20%+1.80 pp +32.77K (+20.38%) | Added | ↗▾ |
| 03 | VUSBVANGUARD ULTRA SHORT BOND ETVANGUARD ULTRA View history and evidence | $10.29M | 10.44% | 206.29K shares | 11.11% → 10.44%-0.67 pp +12.61K (+6.51%) | Added | ↗▾ |
| 04 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $10.08M | 10.23% | 74.27K shares | 11.21% → 10.23%-0.98 pp +2.44K (+3.39%) | Added | ↗▾ |
| 05 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $9.71M | 9.85% | 225.02K shares | 10.50% → 9.85%-0.65 pp +10.38K (+4.84%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $9.22M | 9.35% | 16.23K shares | 8.48% → 9.35%+0.87 pp +1.89K (+13.15%) | Added | ↗▾ |
| 07 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $6.57M | 6.67% | 105.41K shares | 6.92% → 6.67%-0.25 pp +3.45K (+3.38%) | Added | ↗▾ |
| 08 | VWOBVANGUARD EMERG MKTS GOV BNDEM MK GOV BD ETF View history and evidence | $4.44M | 4.51% | 67.96K shares | 4.95% → 4.51%-0.44 pp +892 (+1.33%) | Added | ↗▾ |
| 09 | VGLTVANGUARD LONG-TERM TREASURYLONG TERM TREAS View history and evidence | $4.38M | 4.44% | 78.01K shares | 5.01% → 4.44%-0.57 pp +2.35K (+3.11%) | Added | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $4.24M | 4.31% | 85.78K shares | 4.12% → 4.31%+0.19 pp +6.58K (+8.30%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| UNH UNITEDHEALTH GROUP INC | Non-derivative | -485 | -$254.02K | SEC filing ↗ | SEC filing ↗ |
| SCHW SCHWAB (CHARLES) CORP | Non-derivative | -2,987 | -$233.82K | SEC filing ↗ | SEC filing ↗ |
| AVGO BROADCOM INC | Non-derivative | -1,292 | -$216.32K | 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 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98546306
}Research all 35 reported holdings.
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