Hall Kathryn A.
- SEC CIK
- 0001512944
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/5/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 58
- 較 2022 年第 4 季 +9
- 總值
- $3.41 億
- 較 2022 年第 4 季 +$9,795 萬 (+40.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 114,312 | $4,299 萬 | 12.6% | +89,858+367.5% | 加碼 | – |
| LEVILevi Strauss & Co | CL A COM STK | 1,981,545 | $3,612 萬 | 10.6% | 00.0% | 不變 | 歷史 |
| GAPGap Inc | COM | 3,389,284 | $3,403 萬 | 10.0% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 65,580 | $2,685 萬 | 7.9% | 00.0% | 不變 | 歷史 |
| iShares Tr46434V803 | HDG MSCI EAFE | 582,304 | $1,716 萬 | 5.0% | +582,304 | 新進 | – |
| EXFYExpensify, Inc. | COM CL A | 1,977,136 | $1,611 萬 | 4.7% | −364,454−15.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 355,865 | $1,349 萬 | 4.0% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 541,379 | $1,042 萬 | 3.1% | 00.0% | 不變 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 40,145 | $980.9 萬 | 2.9% | +27,815+225.6% | 加碼 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 104,990 | $863.1 萬 | 2.5% | +104,990 | 新進 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 56,210 | $855.9 萬 | 2.5% | +32,610+138.2% | 加碼 | – |
| iShares Tr464287622 | RUS 1000 ETF | 35,305 | $795.2 萬 | 2.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 104,630 | $748.3 萬 | 2.2% | +104,630 | 新進 | – |
| LBRDKLiberty Broadband Corp | COM SER C | 84,019 | $686.4 萬 | 2.0% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 218,624 | $611.9 萬 | 1.8% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 72,430 | $554.0 萬 | 1.6% | 00.0% | 不變 | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 126,690 | $499.9 萬 | 1.5% | +126,690 | 新進 | – |
| LBTYKLiberty Global Ltd. | SHS CL C | 243,513 | $496.3 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,096 | $471.4 萬 | 1.4% | −1,250−5.1% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 28,746 | $434.1 萬 | 1.3% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 22,100 | $412.9 萬 | 1.2% | 00.0% | 不變 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 273,035 | $412.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| ACGLArch Capital Group Ltd. | Stock | 59,712 | $405.3 萬 | 1.2% | 00.0% | 不變 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 39,380 | $362.7 萬 | 1.1% | +5,000+14.5% | 加碼 | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 82,218 | $317.8 萬 | 0.9% | +82,218 | 新進 | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 76,130 | $307.6 萬 | 0.9% | +76,130 | 新進 | – |
| FWONKLiberty Media Corp | COM SER C FRMLA | 37,421 | $280.0 萬 | 0.8% | −4,988−11.8% | 減碼 | 歷史 |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 94,253 | $264.8 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 49,729 | $260.4 萬 | 0.8% | +2,204+4.6% | 加碼 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 46,750 | $250.0 萬 | 0.7% | 00.0% | 不變 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,750 | $220.0 萬 | 0.6% | 00.0% | 不變 | – |
| LBRDALiberty Broadband Corp | COM SER A | 25,369 | $208.3 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,600 | $203.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,298 | $200.7 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,905 | $187.8 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 26,520 | $185.4 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 22,179 | $163.7 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 27,000 | $158.5 萬 | 0.5% | +27,000 | 新進 | – |
| LBTYALiberty Global Ltd. | SHS CL A | 80,575 | $157.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 17,525 | $145.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 30,994 | $139.2 萬 | 0.4% | +30,994 | 新進 | – |
| ONONOn Holding AG | Stock | 44,572 | $138.3 萬 | 0.4% | +44,572 | 新進 | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 9,639 | $124.8 萬 | 0.4% | 00.0% | 不變 | – |
| EXPEExpedia Group, Inc. | Stock | 12,150 | $117.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,768 | $116.2 萬 | 0.3% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,556 | $105.8 萬 | 0.3% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 2,500 | $81.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,783 | $67.5 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 6,780 | $61.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,385 | $56.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,665 | $56.5 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $46.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| DISWalt Disney Co | Stock | 4,504 | $45.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 394,036 | $38.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,540 | $38.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 4,613 | $33.1 萬 | 0.1% | +4,613 | 新進 | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 645 | $29.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,743 | $21.6 萬 | 0.1% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（1 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 9,130 | $33.7 萬 | 0.1% | – |