$120 Million is the total value of Hall Kathryn A.'s 37 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VYM | New | VANGUARD WHITEHALL FDShigh div yld | $1,046,000 | – | 14,778 | +100.0% | 0.87% | – |
| SDY | New | SPDR SER TRs&p divid etf | $1,023,000 | – | 12,816 | +100.0% | 0.85% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $1,017,000 | – | 8,808 | +100.0% | 0.85% | – |
| VTIP | New | VANGUARD MALVERN FDSstrm infproidx | $974,000 | – | 19,992 | +100.0% | 0.81% | – |
| GH | New | GUARDANT HEALTH INC | $393,000 | – | 5,652 | +100.0% | 0.33% | – |
| AAPL | New | APPLE INC | $274,000 | – | 1,078 | +100.0% | 0.23% | – |
| MSFT | New | MICROSOFT CORP | $256,000 | – | 1,625 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2020-08-25
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GAP INC. DEL | 42 | Q3 2023 | 98.6% |
| ISHARES TR | 40 | Q2 2023 | 1.2% |
| THE GOLDMAN SACHS GROUP, INC. | 37 | Q3 2023 | 0.7% |
| VANGUARD INTL EQUITY INDEX F | 28 | Q3 2023 | 18.7% |
| ISHARES TR | 23 | Q3 2023 | 4.7% |
| PRUDENTIAL FINL INC COM | 22 | Q3 2023 | 1.5% |
| SPDR S&P 500 ETF TRUST | 21 | Q3 2023 | 10.3% |
| LIBERTY GLOBAL, PLC. CMN CLASS C | 21 | Q3 2023 | 2.2% |
| VANGUARD INDEX FDS | 19 | Q3 2023 | 15.1% |
| ISHARES TR | 19 | Q3 2023 | 2.9% |
View Hall Kathryn A.'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| LEVI STRAUSS & CO | April 20, 2021 | 5,925,498 | 11.7% |
View Hall Kathryn A.'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-11 |
| 4 | 2023-07-05 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 4 | 2022-07-05 |
View Hall Kathryn A.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.