Sierra Capital LLC Q1 2025 Filing

Filed April 30, 2025

Portfolio Value

$830.1M

Holdings

190

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (190 positions)

#StockSharesValue% PortfolioType
1
VOOVanguard S&P 500 ETF
115,068$59.1M7.12%
2
IEMGiShares Core S&P 500 UCITS ETF (Acc)
64,480$38.0M4.58%
3
EWKiShares Core MSCI EMU UCITS ETF (Acc)
154,045$31.5M3.80%
4
BRK/BBerkshire Hathaway Inc. Class B
58,990$31.4M3.78%
5
CALIiShares $ Short Duration Corp Bond UCITS ETF (Acc)
4,448,742$26.9M3.24%
6
XOEFiShares S&P 500 Equal Weight UCITS ETF (Acc)
4,360,513$26.8M3.23%
7
AAPLApple
110,506$24.5M2.96%
8
GHYGiShares US Mortgage Backed Securities UCITS ETF (Acc)
3,834,398$20.3M2.44%
9
EWKiShares MSCI USA Small Cap UCITS ETF (Acc)
39,413$19.2M2.31%
10
EWKiShares MSCI EM ex-China UCITS ETF (Acc)
3,496,562$17.7M2.14%
11
iShares $ Floating Rate Bond UCITS ETF (Acc)
2,481,213$15.4M1.85%
12
VOVanguard Mid-Cap ETF
58,190$15.0M1.81%
13
GOVTiShares $ Treasury Bond 0-1yr UCITS ETF (Acc)
130,187$15.0M1.81%
14
EWKiShares MSCI ACWI UCITS ETF (Acc)
156,132$13.6M1.64%
15
IVViShares Core S&P 500 ETF
23,843$13.4M1.61%
16
AMZNAmazon Com Inc
67,958$12.9M1.56%
17
IEMGiShares Core S&P 500 UCITS ETF (Acc)
21,253$12.5M1.51%
18
iShares $ Corp Bond UCITS ETF (Acc)
2,083,057$12.4M1.50%
19
EWKiShares MSCI World UCITS ETF
161,855$12.4M1.50%
20
SHViShares Short Treasury Bond ETF
103,156$11.4M1.37%
21
LEMBiShares J.P. Morgan $ EM Bond UCITS ETF (Acc)
1,850,519$10.8M1.30%
22
VGKVanguard FTSE Europe ETF
150,760$10.6M1.28%
23
EWKiShares MSCI Japan UCITS ETF (Acc)
49,513$9.9M1.19%
24
FLOTiShares Floating Rate Bond ETF
189,817$9.7M1.17%
25
BRK-BBerkshire Hathaway Inc. Class A
12$9.6M1.15%
26
IVEiShares S&P 500 Value ETF
49,660$9.5M1.14%
27
IEMGiShares Core S&P 500 UCITS ETF USD (Dist)
169,270$9.3M1.13%
28
PGXInvesco Preferred Shares UCITS ETF (Acc)
192,960$8.7M1.05%
29
IWMiShares Russell 2000 ETF
41,577$8.3M1.00%
30
IWDiShares Russell 1000 Value ETF
42,506$8.0M0.96%
31
BGRNiShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc)
1,184,788$7.9M0.95%
32
XLFFinancial Select Sector SPDR Fund
156,707$7.8M0.94%
33
BACBank of America
182,613$7.6M0.92%
34
VWOVanguard FTSE Emerging Markets ETF
167,357$7.6M0.91%
35
GOOGLAlphabet Inc. Class A
48,148$7.4M0.90%
36
GOVTiShares $ Treasury Bond 1-3yr UCITS ETF (Acc)
1,298,867$7.4M0.89%
37
GSEWGoldman Sachs Equal Weight U.S. Large Cap ETF
88,934$6.8M0.81%
38
SLQDiShares 0-5 Year Investment Grade Corporate Bond ETF
133,358$6.7M0.81%
39
SPDR S&P 400 US Mid Cap UCITS ETF (Acc)
70,199$6.3M0.76%
40
MSFTMicrosoft
16,341$6.1M0.74%
41
SPYSPDR S&P 500 ETF Trust
10,838$6.1M0.73%
42
METAMeta Platforms Inc (Facebook)
10,111$5.8M0.70%
43
GHYGiShares US Property Yield UCITS ETF (Dist)
180,456$5.4M0.65%
44
GHYGiShares US Aggregate Bond UCITS ETF (Acc)
903,782$5.0M0.60%
45
EWJiShares MSCI Japan ETF
70,004$4.8M0.58%
46
EMXCiShares MSCI Emerging Markets ex China ETF
80,197$4.4M0.53%
47
IJJiShares S&P Mid-Cap 400 Value ETF
35,548$4.3M0.51%
48
GOOGAlphabet Inc. Class C
26,200$4.1M0.49%
49
IEMGiShares Core MSCI Europe UCITS ETF (Dist)
113,368$4.1M0.49%
50
iShares S&P SmallCap 600 UCITS ETF
46,215$3.9M0.47%
51
IWNiShares Russell 2000 Value ETF
25,070$3.8M0.46%
52
CALIiShares $ Short Duration Corp Bond UCITS ETF (Dist)
36,965$3.7M0.45%
53
Invesco AT1 Capital Bond UCITS ETF (Acc)
131,274$3.6M0.43%
54
iShares Edge MSCI USA Value Factor UCITS ETF (Acc)
358,982$3.6M0.43%
55
IWFiShares Russell 1000 Growth ETF
9,718$3.5M0.42%
56
IVWiShares S&P 500 Growth ETF
37,532$3.5M0.42%
57
VGTVanguard Info Tech ETF
6,410$3.5M0.42%
58
ACWXiShares MSCI ACWI ex U.S. ETF
56,352$3.1M0.38%
59
AQLTiShares Core MSCI EAFE ETF
40,918$3.1M0.37%
60
IFGLiShares Developed Markets Property Yield UCITS ETF (Acc)
534,116$3.0M0.36%
61
EWKiShares MSCI EM UCITS ETF USD (Acc)
73,812$3.0M0.36%
62
BXBlackstone Group Inc
21,277$3.0M0.36%
63
VISVanguard Industrials ETF
11,995$3.0M0.36%
64
MBBiShares MBS ETF
30,730$2.9M0.35%
65
APOApollo Global MGMT
20,587$2.8M0.34%
66
BRHYiShares $ High Yield Corp Bond UCITS ETF (Acc)
407,862$2.8M0.34%
67
NVDANvidia Corporation
25,704$2.8M0.34%
68
IEMGiShares Core MSCI World UCITS ETF (Acc)
25,427$2.7M0.32%
69
IEMGiShares S&P 500 UCITS ETF (Dist)
47,741$2.6M0.32%
70
XOEFiShares S&P 500 Equal Weight UCITS ETF (Acc)
427,323$2.6M0.32%
71
XLVHealth Care Select Sector SPDR Fund
17,911$2.6M0.32%
72
KKRKKR & Co Inc Class A
22,490$2.6M0.31%
73
QNXTiShares NASDAQ 100 UCITS ETF (Acc)
2,313$2.5M0.30%
74
XOEFiShares S&P 500 Consumer Staples Sector UCITS ETF (Acc)
263,021$2.5M0.30%
75
HLNEHamilton Lane Incorporat Class A
16,375$2.4M0.29%
76
VIOOVanguard S&P Small-Cap 600 ETF
24,448$2.4M0.28%
77
XOMExxonMobil
19,095$2.3M0.27%
78
CALIiShares $ Short Duration Corp Bond UCITS ETF (Acc)
374,835$2.3M0.27%
79
SHELShell PLC Sponsored ADR Repstg Ord SH
30,715$2.3M0.27%
80
MAMastercard Inc CL A
4,103$2.2M0.27%
81
IWPiShares Russell Mid-Cap Growth ETF
18,591$2.2M0.26%
82
EWKiShares MSCI USA Small Cap ESG Enhanced UCITS ETF (Acc)
4,337$2.1M0.25%
83
EWKiShares MSCI EM ex-China UCITS ETF (Acc)
413,966$2.1M0.25%
84
AMLPAlerian MLP ETF
39,891$2.1M0.25%
85
CGCarlyle Group Inc LP
47,513$2.1M0.25%
86
VEAVanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (Acc)
66,544$2.0M0.24%
87
Invesco USD AAA CLO UCITS ETF (Acc)
99,519$2.0M0.24%
88
XOPSPDR S&P Oil & Gas Exploration & Production
15,118$2.0M0.24%
89
GSLCGoldman Sachs Actvbeta US LRG ETF
18,024$2.0M0.24%
90
VAWVanguard Materials ETF
10,398$2.0M0.24%
91
QQQMInvesco Nasdaq 100 ETF
8,881$1.7M0.21%
92
VBVanguard Small Cap ETF
7,550$1.7M0.20%
93
IEMGiShares Core MSCI EMU UCITS ETF (Acc)
8,139$1.7M0.20%
94
XOEFiShares S&P 500 Industrials Sector UCITS ETF (Acc)
151,279$1.6M0.20%
95
URTHiShares MSCI World ETF
10,631$1.6M0.20%
96
EWKiShares MSCI EMU UCITS ETF (Acc)
7,854$1.6M0.19%
97
NDQInvesco QQQ Trust ETF
3,330$1.6M0.19%
98
DBEUXtrackers MSCI Eurpe HDGD Eqy ETF
35,247$1.6M0.19%
99
AGGiShares Core U.S. Aggregate Bond ETF
15,243$1.5M0.18%
100
HYGiShares iBoxx $ High Yield Corporate Bond ETF
18,456$1.5M0.18%
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