Hall Kathryn A.
- SEC CIK
- 0001512944
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 48
- 較 2024 年第 2 季 −1
- 總值
- $4.77 億
- 較 2024 年第 2 季 +$4,439 萬 (+10.3%)
| 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 | 282,670 | $1.49 億 | 31.3% | +56,312+24.9% | 加碼 | – |
| GAPGap Inc | COM | 3,389,284 | $7,473 萬 | 15.7% | 00.0% | 不變 | 歷史 |
| LEVILevi Strauss & Co | CL A COM STK | 2,160,395 | $4,710 萬 | 9.9% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 69,051 | $3,962 萬 | 8.3% | −526−0.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 344,276 | $1,438 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 68,803 | $1,233 萬 | 2.6% | +171+0.2% | 加碼 | – |
| TAT&T Inc. | Stock | 541,379 | $1,191 萬 | 2.5% | 00.0% | 不變 | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 35,305 | $1,110 萬 | 2.3% | 00.0% | 不變 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 104,630 | $875.0 萬 | 1.8% | 00.0% | 不變 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 30,069 | $851.4 萬 | 1.8% | +1,208+4.2% | 加碼 | – |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 163,870 | $735.8 萬 | 1.5% | 00.0% | 不變 | – |
| LBRDKLiberty Broadband Corp | COM SER C | 84,019 | $649.4 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 28,746 | $649.0 萬 | 1.4% | 00.0% | 不變 | – |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 262,033 | $619.7 萬 | 1.3% | +262,033 | 新進 | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 22,100 | $581.9 萬 | 1.2% | 00.0% | 不變 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 157,696 | $558.6 萬 | 1.2% | −146,810−48.2% | 減碼 | – |
| LBTYKLiberty Global Ltd. | COM CL C | 243,513 | $526.2 萬 | 1.1% | +243,513 | 新進 | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 39,380 | $471.4 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,330 | $462.8 萬 | 1.0% | 00.0% | 不變 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 60,679 | $455.8 萬 | 1.0% | 00.0% | 不變 | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 20,150 | $382.4 萬 | 0.8% | 00.0% | 不變 | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 49,839 | $306.6 萬 | 0.6% | +150.0% | 加碼 | – |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 55,481 | $284.8 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 10,298 | $250.7 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 8,905 | $234.9 萬 | 0.5% | 00.0% | 不變 | – |
| iShares Russell Midcap ETF464287499 | ETF | 26,520 | $233.7 萬 | 0.5% | 00.0% | 不變 | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 273,035 | $225.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| PRUPrudential Financial Inc | Stock | 17,525 | $212.2 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 33,673 | $212.1 萬 | 0.4% | +423+1.3% | 加碼 | – |
| LBRDALiberty Broadband Corp | COM SER A | 25,369 | $194.9 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 12,150 | $179.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| LBTYALiberty Global Ltd. | COM CL A | 80,575 | $170.1 萬 | 0.4% | +80,575 | 新進 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 16,556 | $158.5 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 7,768 | $155.6 萬 | 0.3% | 00.0% | 不變 | – |
| FWONKLiberty Media Corp | COM LBTY ONE S C | 19,285 | $149.3 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 2,500 | $123.8 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| LLYVALiberty Live Holdings, Inc. | COM LBTY LIV S A | 23,563 | $116.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr464287549 | EXPND TEC SC ETF | 9,990 | $95.8 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,622 | $80.0 萬 | 0.2% | 00.0% | 不變 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,385 | $79.9 萬 | 0.2% | 00.0% | 不變 | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 9,293 | $73.1 萬 | 0.2% | 00.0% | 不變 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $69.1 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,300 | $50.3 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 7,700 | $48.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard World FD921910733 | ESG US STK ETF | 4,698 | $47.8 萬 | 0.1% | +13+0.3% | 加碼 | – |
| DISWalt Disney Co | Stock | 4,504 | $43.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 430 | $24.5 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| QVCGAOld QVC Group, Inc. | COM SER A | 394,036 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2024 年第 2 季之後清倉（4 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。