Hall Kathryn A.
- SEC CIK
- 0001512944
- 最新申報
- 2026/8/13
2023 年第 4 季持倉
持倉截至 2023/12/31,2024/2/13 申報。只含多頭部位,變化是跟 2023 年第 3 季比股數。
- 持股檔數
- 50
- 較 2023 年第 3 季 0
- 總值
- $3.54 億
- 較 2023 年第 3 季 +$5,979 萬 (+20.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GAPGap Inc | COM | 3,389,284 | $7,087 萬 | 20.0% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 157,332 | $6,872 萬 | 19.4% | +43,845+38.6% | 加碼 | – |
| LEVILevi Strauss & Co | CL A COM STK | 2,160,395 | $3,573 萬 | 10.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 70,497 | $3,351 萬 | 9.5% | +9,137+14.9% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 344,276 | $1,510 萬 | 4.3% | −7,035−2.0% | 減碼 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 35,305 | $925.9 萬 | 2.6% | 00.0% | 不變 | – |
| TAT&T Inc. | Stock | 541,379 | $908.4 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 104,630 | $788.4 萬 | 2.2% | 00.0% | 不變 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 242,751 | $764.9 萬 | 2.2% | −111,379−31.5% | 減碼 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 174,320 | $747.0 萬 | 2.1% | −27,500−13.6% | 減碼 | – |
| LBRDKLiberty Broadband Corp | COM SER C | 84,019 | $677.1 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| Liberty Media Corp531229789 | Stock | 218,624 | $629.2 萬 | 1.8% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,445 | $556.2 萬 | 1.6% | +349+1.5% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 28,746 | $553.3 萬 | 1.6% | 00.0% | 不變 | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 22,100 | $482.1 萬 | 1.4% | 00.0% | 不變 | – |
| LBTYKLiberty Global Ltd. | SHS CL C | 243,513 | $453.9 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 60,679 | $446.3 萬 | 1.3% | +3,500+6.1% | 加碼 | – |
| Vanguard Total World Stock ETF922042742 | ETF | 39,380 | $405.1 萬 | 1.1% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,330 | $373.8 萬 | 1.1% | −27,815−69.3% | 減碼 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 20,150 | $333.0 萬 | 0.9% | −32,610−61.8% | 減碼 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 273,035 | $310.7 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910725 | ESG INTL STK ETF | 49,790 | $275.2 萬 | 0.8% | +230.0% | 加碼 | – |
| Liberty Media Corp531229813 | Stock | 94,253 | $270.9 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,298 | $226.1 萬 | 0.6% | 00.0% | 不變 | – |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 55,481 | $207.4 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,905 | $207.2 萬 | 0.6% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 26,520 | $206.1 萬 | 0.6% | 00.0% | 不變 | – |
| LBRDALiberty Broadband Corp | COM SER A | 25,369 | $204.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,450 | $199.7 萬 | 0.6% | 00.0% | 不變 | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,250 | $186.7 萬 | 0.5% | 00.0% | 不變 | – |
| EXPEExpedia Group, Inc. | Stock | 12,150 | $184.4 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 17,525 | $181.8 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LBTYALiberty Global Ltd. | SHS CL A | 80,575 | $143.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,768 | $138.9 萬 | 0.4% | 00.0% | 不變 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,556 | $124.3 萬 | 0.4% | 00.0% | 不變 | – |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 19,285 | $121.7 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 15,460 | $119.1 萬 | 0.3% | −14,600−48.6% | 減碼 | – |
| GSGoldman Sachs Group Inc | Stock | 2,500 | $96.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 23,563 | $86.1 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,783 | $75.9 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 1,665 | $74.6 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,385 | $66.2 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $54.3 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,540 | $42.7 萬 | 0.1% | 00.0% | 不變 | – |
| DISWalt Disney Co | Stock | 4,504 | $40.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 4,659 | $39.6 萬 | 0.1% | +18+0.4% | 加碼 | – |
| QVCGAOld QVC Group, Inc. | COM SER A | 394,036 | $34.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 645 | $32.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CUROCURO Group Holdings Corp. | COM | 339,559 | $27.2 萬 | 0.1% | +339,559 | 新進 | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,743 | $21.8 萬 | 0.1% | 00.0% | 不變 | – |
2023 年第 3 季之後清倉(1 檔)
2023 年第 3 季季末還持有、這份申報已經沒有的部位。