Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SDY | Exit | SPDR SER TRs&p divid etf | $0 | – | -1,743 | -100.0% | -0.07% | – |
QRTEA | Exit | QURATE RETAIL INC | $0 | – | -394,036 | -100.0% | -0.08% | – |
MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -645 | -100.0% | -0.10% | – |
ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -4,641 | -100.0% | -0.12% | – |
DIS | Exit | DISNEY WALT CO | $0 | – | -4,504 | -100.0% | -0.12% | – |
IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -1,540 | -100.0% | -0.13% | – |
BRKA | Exit | BERKSHIRE HATHAWAY INC DELcl a | $0 | – | -1 | -100.0% | -0.18% | – |
IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -1,385 | -100.0% | -0.20% | – |
IGM | Exit | ISHARES TRexpnd tec sc etf | $0 | – | -1,665 | -100.0% | -0.22% | – |
IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -3,783 | -100.0% | -0.23% | – |
Exit | LIBERTY MEDIA CORP DEL | $0 | – | -23,563 | -100.0% | -0.26% | – | |
GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -2,500 | -100.0% | -0.28% | – |
IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -16,556 | -100.0% | -0.38% | – |
Exit | LIBERTY MEDIA CORP DEL | $0 | – | -19,285 | -100.0% | -0.41% | – | |
XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -7,768 | -100.0% | -0.42% | – |
EXPE | Exit | EXPEDIA GROUP INC | $0 | – | -12,150 | -100.0% | -0.42% | – |
LBTYA | Exit | LIBERTY GLOBAL PLC | $0 | – | -80,575 | -100.0% | -0.47% | – |
PRU | Exit | PRUDENTIAL FINL INC | $0 | – | -17,525 | -100.0% | -0.56% | – |
VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -33,250 | -100.0% | -0.58% | – |
IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -18,450 | -100.0% | -0.59% | – |
Exit | LIBERTY MEDIA CORP DEL | $0 | – | -55,481 | -100.0% | -0.60% | – | |
IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -26,520 | -100.0% | -0.62% | – |
VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -8,905 | -100.0% | -0.63% | – |
VOT | Exit | VANGUARD INDEX FDSmcap gr idxvip | $0 | – | -10,298 | -100.0% | -0.68% | – |
BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -30,060 | -100.0% | -0.77% | – |
LBRDA | Exit | LIBERTY BROADBAND CORP | $0 | – | -25,369 | -100.0% | -0.78% | – |
Exit | LIBERTY MEDIA CORP DEL | $0 | – | -94,253 | -100.0% | -0.81% | – | |
VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -49,767 | -100.0% | -0.85% | – |
Exit | WARNER BROS. DISCOVERY INC | $0 | – | -273,035 | -100.0% | -1.01% | – | |
VT | Exit | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $0 | – | -39,380 | -100.0% | -1.25% | – |
BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -57,179 | -100.0% | -1.35% | – |
VV | Exit | VANGUARD INDEX FDSlarge cap etf | $0 | – | -22,100 | -100.0% | -1.47% | – |
LBTYK | Exit | LIBERTY GLOBAL PLC | $0 | – | -243,513 | -100.0% | -1.53% | – |
XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -28,746 | -100.0% | -1.60% | – |
VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -23,096 | -100.0% | -1.66% | – |
Exit | EXPENSIFY INC | $0 | – | -1,677,136 | -100.0% | -1.85% | – | |
Exit | LIBERTY MEDIA CORP DEL | $0 | – | -218,624 | -100.0% | -1.89% | – | |
EFA | Exit | ISHARES TRmsci eafe etf | $0 | – | -104,630 | -100.0% | -2.45% | – |
LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -84,019 | -100.0% | -2.60% | – |
HEDJ | Exit | WISDOMTREE TReurope hedged eq | $0 | – | -201,820 | -100.0% | -2.71% | – |
IWD | Exit | ISHARES TRrus 1000 val etf | $0 | – | -52,760 | -100.0% | -2.72% | – |
T | Exit | AT&T INC | $0 | – | -541,379 | -100.0% | -2.76% | – |
IWB | Exit | ISHARES TRrus 1000 etf | $0 | – | -35,305 | -100.0% | -2.82% | – |
HEFA | Exit | ISHARES TRhdg msci eafe | $0 | – | -354,130 | -100.0% | -3.62% | – |
IWF | Exit | ISHARES TRrus 1000 grw etf | $0 | – | -40,145 | -100.0% | -3.62% | – |
CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -351,311 | -100.0% | -5.29% | – |
SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -61,360 | -100.0% | -8.90% | – |
LEVI | Exit | LEVI STRAUSS & CO NEW | $0 | – | -2,160,395 | -100.0% | -9.96% | – |
GPS | Exit | GAP INC | $0 | – | -3,389,284 | -100.0% | -12.23% | – |
VOO | Exit | VANGUARD INDEX FDS | $0 | – | -113,487 | -100.0% | -15.13% | – |
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 | 2024-02-13 |
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 |
3 | 2022-05-17 |
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.