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  Name: HALL KATHRYN A.
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $354,386,000
  Total Value Change : $59,795,000
  Securities Held Change : 0
   
All Securities Held : 50
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 6
  Unchanged Positions : 37
  Decreased Positions : 6

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 2 - $467.21 $68,723,000 157,332 19.39% 24,157,000 43,845 0.017    Closed - End Fund - E...
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 4 - $508.26 $33,508,000 70,497 9.46% 7,278,000 9,137 0.001    Closed - End Fund - E...
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 13 - $251.78 $5,562,000 23,445 1.57% 656,000 349 0.002    Closed - End Fund - E...
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 17 - $70.73 $4,463,000 60,679 1.26% 473,000 3,500 0.007    Closed - End Fund - E...
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 22 - $0.00 $2,752,000 49,790 0.78% 242,000 23 0.187    N/A
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 46 - $0.00 $396,000 4,659 0.11% 47,000 18 0.012    N/A

      6 Records Found
  1    
Page 1 of 1
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