Fund HoldingsAnnandale Capital, LLC

Total Portfolio Value
$429.0K
Total Bought
$208.5K
Total Sold
$97.6K
Net Transaction
+$111.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)(Put)085,000+85,000039+39
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
0741,457+741,4570317.33%+31
SPDR SER TR(Put)
ST STR SP REGBNK
0405,000+405,000019+19
ANTERO RESOURCES CORP(AR)(Put)0700,000+700,000013+13
VANGUARD WHITEHALL FDS(Put)0100,000+100,000011+11
SPDR SER TR
ST STR SP REGBNK
75,200225,000+149,8003122.75%+9
FIRST AMERN FINL CORP(FAF)0100,542+100,542061.51%+6
PARAMOUNT GLOBAL(Call)0360,000+360,00006+6
SPDR S&P 500 ETF TR(SPY)015,818+15,818081.75%+8
3M CO(MMM)(Put)050,100+50,10004+4
ALIBABA GROUP HLDG LTD(BABA)048,400+48,400040.87%+4
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
358,123447,467+89,3449132.99%+3
DIMENSIONAL ETF TRUST
US COR EQU 1 ETF
063,166+63,166030.79%+3
AMERICAN CENTY ETF TR039,173+39,173030.74%+3
DOLLAR GEN CORP NEW(DG)(Put)025,000+25,00003+3
DISNEY WALT CO(DIS)(Put)035,500+35,50003+3
AMERICAN CENTY ETF TR043,917+43,917030.62%+3
AMAZON COM INC(AMZN)052,385+52,385081.86%+8
ADVANCE AUTO PARTS INC(AAP)(Put)050,000+50,00003+3
META PLATFORMS INC(META)46,81846,446-37214163.83%+2
BURFORD CAP LTD
ORD SHS
0140,000+140,000020.51%+2
ADVANCE AUTO PARTS INC(AAP)37,35269,965+32,613241.00%+2
KINDER MORGAN INC DEL(KMI)0165,455+165,455030.68%+3
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
347,595414,716+67,1218102.33%+2
ISHARES TR
US TREAS BD ETF
586,775652,870+66,09513153.51%+2
EQUIFAX INC(EFX)010,375+10,375030.60%+3
CHARLES RIV LABS INTL INC(CRL)07,900+7,900020.44%+2
SCHWAB CHARLES CORP(SCHW)43,27059,743+16,473240.96%+2
SPDR SER TR
ST STR BLO 1 ETF
017,500+17,500020.37%+2
DIMENSIONAL ETF TRUST
US TARGETED VLU
040,953+40,953020.50%+2
AMERICAN CENTY ETF TR027,360+27,360020.36%+2
VANGUARD BD INDEX FDS464,117472,285+8,16835368.48%+1
NETFLIX INC(NFLX)013,346+13,346061.51%+6
ISHARES TR017,238+17,238020.38%+2
ALPHABET INC(GOOG)69,27873,588+4,3109102.40%+1
AMERICAN TOWER CORP NEW(AMT)05,400+5,400010.27%+1
3M CO(MMM)51,26354,443+3,180561.39%+1
MICROSOFT CORP(MSFT)023,241+23,241092.04%+9
EQUITY COMWLTH60,5086,755-53,753120.46%+1
TEXAS INSTRS INC(TXN)8,51912,952+4,433120.51%+1
QUALCOMM INC(QCOM)16,40618,066+1,660230.61%+1
BOSTON OMAHA CORP050,199+50,199010.18%+1
ALLEGION PLC(ALLE)34,03834,076+38441.01%+1
HOME DEPOT INC(HD)016,249+16,249061.31%+6
DISNEY WALT CO(DIS)73,04671,969-1,077661.51%+1
PROGRESSIVE CORP(PGR)29,23329,171-62451.08%+1
MARKEL CORP(MKL)2,6183,118+500441.03%+1
APPLE INC(AAPL)023,959+23,959051.08%+5
PARAMOUNT GLOBAL030,160+30,160000.10%0
UNION PAC CORP(UNP)10,47210,4720230.60%0
KINGSWAY FINL SVCS INC049,747+49,747000.10%0
COPART INC(CPRT)070,324+70,324030.80%+3
VANGUARD WHITEHALL FDS0134,725+134,7250153.51%+15
BERKLEY W R CORP54,85354,8530340.90%0
ISHARES TR
MSCI USA QLT FCT
026,724+26,724040.92%+4
SPDR GOLD TR(GLD)019,381+19,381040.86%+4
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
0143,424+143,424051.24%+5
DISTRIBUTION SOLUTIONS GRP I(DSGR)011,000+11,000000.08%0
JOHNSON & JOHNSON(JNJ)19,17121,196+2,025330.77%0
ADOBE SYSTEMS INCORPORATED(ADBE)5,0104,810-200330.67%0
INTERCONTINENTAL EXCHANGE IN(ICE)016,624+16,624020.50%+2
BOOKING HOLDINGS INC(BKNG)6176170220.51%0
DIMENSIONAL ETF TRUST
US CORE EQT MKT
08,064+8,064000.06%0
CHIPOTLE MEXICAN GRILL INC(CMG)0100+100000.05%0
NVIDIA CORPORATION(NVDA)0444+444000.05%0
ISHARES TR01,408+1,408000.05%0
HERTZ GLOBAL HLDGS INC020,000+20,000000.05%0
YUM BRANDS INC(YUM)01,595+1,595000.05%0
ISHARES TR031,966+31,966020.56%+2
KEYSIGHT TECHNOLOGIES INC(KEYS)7,6377,6370110.28%0
MPLX LP(MPLX)5776,077+5,500000.05%0
CSW INDUSTRIALS INC(CSW)5,3325,3320110.26%0
CDW CORP(CDW)6,3666,3660110.34%0
WATSCO INC(WSO)3,0063,0060110.30%0
WELLS FARGO CO NEW(WFC)018,901+18,901010.22%+1
GLOBAL X FDS
GLB X MLP ENRG I
291,529280,004-11,52512122.91%0
LL FLOORING HOLDINGS INC0150,000+150,000010.14%+1
VERITEX HLDGS INC20,07220,0720000.11%0
VISA INC(V)3,0843,0840110.19%0
XERIS BIOPHARMA HOLDINGS INC25,00055,820+30,820000.03%0
UROGEN PHARMA LTD(URGN)81,83181,8310110.29%0
BOEING CO(BA)1,0921,098+6000.07%0
AUTOZONE INC(AZO)1,2331,2330330.74%0
ANTERO MIDSTREAM CORP(AM)98,80098,8000110.29%0
MESA AIR GROUP INC0358,486+358,486000.08%0
ISHARES TR6,9526,9520010.12%0
MSCI ACWI EX US4,8054,8050000.11%0
ABBOTT LABS2,7032,7030000.07%0
REE AUTOMOTIVE LTD046,666+46,666000.06%0
AMERICAN INTL GROUP INC4,6514,6510000.07%0
PFIZER INC(PFE)08,643+8,643000.06%0
MERCK & CO. INC(MRK)04,836+4,836010.12%+1
VANGUARD INDEX FDS2,2812,2810000.08%0
VIPER ENERGY PARTNERS LP7,2447,2440000.05%0
CENTRAL & EASTERN EUROPE FD20,92820,9280000.05%0
CUE BIOPHARMA INC COM065,000+65,000000.04%0
ABBVIE INC(ABBV)3,7003,7000110.13%0
DOW INC(DOW)5,7955,834+39000.07%0
VERISK ANALYTICS INC(VRSK)7,3257,3250220.41%0
DUPONT DE NEMOURS INC(DD)5,7955,809+14000.10%0
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