Interactive Financial Advisors
- SEC CIK
- 0001419099
- Latest filing
- Jul 31, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 11, 2021. Long positions only.
- Positions
- 162
- No 13F data for Q4 2020
- Portfolio value
- $238.5M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 12 | $2.00K | <0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 13 | $2.00K | <0.1% | – | – | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 133 | $3.00K | <0.1% | – | – | – |
| TSITCW Strategic Income Fund Inc | COM | 600 | $3.00K | <0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 20 | $4.00K | <0.1% | – | – | History |
| NAVINavient Corp | COM | 500 | $7.00K | <0.1% | – | – | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 78 | $8.00K | <0.1% | – | – | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 300 | $8.00K | <0.1% | – | – | History |
| iShares Tr464287390 | LATN AMER 40 ETF | 334 | $9.00K | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37 | $10.0K | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 200 | $10.0K | <0.1% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 200 | $10.0K | <0.1% | – | – | History |
| Guaranteed Fixed Interest Fund Adv Tr Class R1853528255 | MM | 10,331 | $10.0K | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 411 | $13.0K | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 48 | $13.0K | <0.1% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 300 | $16.0K | <0.1% | – | – | History |
| iShares Tr464288695 | GLOBAL MATER ETF | 187 | $16.0K | <0.1% | – | – | – |
| FFord Motor Co | Stock | 1,400 | $17.0K | <0.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 148 | $17.0K | <0.1% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 166 | $18.0K | <0.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 100 | $19.0K | <0.1% | – | – | History |
| HASHasbro, Inc. | COM | 200 | $19.0K | <0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 150 | $21.0K | <0.1% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 824 | $22.0K | <0.1% | – | – | History |
| EDConsolidated Edison Inc | Stock | 320 | $24.0K | <0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 130 | $24.0K | <0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 158 | $24.0K | <0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 500 | $28.0K | <0.1% | – | – | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 3,224 | $29.0K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 225 | $32.0K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 1,101 | $33.0K | <0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 4,642 | $36.0K | <0.1% | – | – | History |
| AEEAmeren Corp | COM | 444 | $36.0K | <0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 150 | $38.0K | <0.1% | – | – | History |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 560 | $38.0K | <0.1% | – | – | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 1,607 | $40.0K | <0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 250 | $41.0K | <0.1% | – | – | History |
| PGProcter & Gamble Co | Stock | 314 | $43.0K | <0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 900 | $50.0K | <0.1% | – | – | History |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 895 | $50.0K | <0.1% | – | – | – |
| Flexshares Tr33939L787 | GLB QLT R/E IDX | 827 | $50.0K | <0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 439 | $50.0K | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 947 | $53.0K | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 300 | $55.0K | <0.1% | – | – | History |
| VVisa Inc. | Stock | 288 | $61.0K | <0.1% | – | – | History |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 1,180 | $66.0K | <0.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 1,083 | $66.0K | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 197 | $69.0K | <0.1% | – | – | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 1,200 | $69.0K | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 1,380 | $69.0K | <0.1% | – | – | – |
| WYWeyerhaeuser Co | COM NEW | 2,059 | $73.0K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 985 | $75.0K | <0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 1,000 | $77.0K | <0.1% | – | – | History |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 5,549 | $82.0K | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,502 | $82.0K | <0.1% | – | – | – |
| DFSDiscover Financial Services | COM | 900 | $85.0K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 522 | $86.0K | <0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 190 | $90.0K | <0.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 260 | $105.0K | <0.1% | – | – | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 6,306 | $105.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 788 | $106.0K | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 1,442 | $109.0K | <0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 37 | $114.0K | <0.1% | – | – | History |
| SNOWSnowflake Inc. | Stock | 983 | $123.0K | 0.1% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 960 | $126.0K | 0.1% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,551 | $128.0K | 0.1% | – | – | – |
| CVXChevron Corp | Stock | 1,236 | $130.0K | 0.1% | – | – | History |
| MGEEMge Energy Inc | COM | 1,820 | $130.0K | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 600 | $132.0K | 0.1% | – | – | History |
| SOSouthern Co | Stock | 2,208 | $137.0K | 0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 3,391 | $143.0K | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 3,088 | $146.0K | 0.1% | – | – | – |
| MSMorgan Stanley | Stock | 2,000 | $155.0K | 0.1% | – | – | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,415 | $157.0K | 0.1% | – | – | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 5,427 | $158.0K | 0.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 6,281 | $165.0K | 0.1% | – | – | – |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 6,843 | $176.0K | 0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 3,487 | $177.0K | 0.1% | – | – | – |
| DTEDte Energy Co | COM | 1,386 | $185.0K | 0.1% | – | – | History |
| NEENextera Energy Inc | Stock | 2,648 | $200.0K | 0.1% | – | – | History |
| Flexshares Tr33939L647 | DEV MRK EX LOW | 7,713 | $206.0K | 0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 3,200 | $207.0K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,470 | $213.0K | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,000 | $236.0K | 0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 39,097 | $246.0K | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 7,753 | $248.0K | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 2,376 | $273.0K | 0.1% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,213 | $277.0K | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 421 | $281.0K | 0.1% | – | – | History |
| AEPAmerican Electric Power Co Inc | Stock | 3,500 | $296.0K | 0.1% | – | – | History |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 3,312 | $302.0K | 0.1% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,424 | $323.0K | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,123 | $324.0K | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,072 | $347.0K | 0.1% | – | – | – |
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 7,457 | $351.0K | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,832 | $356.0K | 0.1% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 6,704 | $370.0K | 0.2% | – | – | – |
| Vanguard Communication Services ETF92204A884 | ETF | 2,883 | $375.0K | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,945 | $375.0K | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 9,834 | $378.0K | 0.2% | – | – | – |