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 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 1,442 | $109.0K | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 788 | $106.0K | <0.1% | – | – | – |
| ROPRoper Technologies Inc | Stock | 260 | $105.0K | <0.1% | – | – | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 6,306 | $105.0K | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 190 | $90.0K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 522 | $86.0K | <0.1% | – | – | – |
| DFSDiscover Financial Services | COM | 900 | $85.0K | <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% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 1,000 | $77.0K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 985 | $75.0K | <0.1% | – | – | History |
| WYWeyerhaeuser Co | COM NEW | 2,059 | $73.0K | <0.1% | – | – | History |
| 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% | – | – | – |
| 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% | – | – | – |
| VVisa Inc. | Stock | 288 | $61.0K | <0.1% | – | – | History |
| DISWalt Disney Co | Stock | 300 | $55.0K | <0.1% | – | – | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 947 | $53.0K | <0.1% | – | – | – |
| 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% | – | – | – |
| PGProcter & Gamble Co | Stock | 314 | $43.0K | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 250 | $41.0K | <0.1% | – | – | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 1,607 | $40.0K | <0.1% | – | – | – |
| 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 |
| ETEnergy Transfer LP | COM UT LTD PTN | 4,642 | $36.0K | <0.1% | – | – | History |
| AEEAmeren Corp | COM | 444 | $36.0K | <0.1% | – | – | History |
| TAT&T Inc. | Stock | 1,101 | $33.0K | <0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 225 | $32.0K | <0.1% | – | – | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 3,224 | $29.0K | <0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 500 | $28.0K | <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 |
| OXYOccidental Petroleum Corp | Stock | 824 | $22.0K | <0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 150 | $21.0K | <0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 100 | $19.0K | <0.1% | – | – | History |
| HASHasbro, Inc. | COM | 200 | $19.0K | <0.1% | – | – | History |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 166 | $18.0K | <0.1% | – | – | – |
| FFord Motor Co | Stock | 1,400 | $17.0K | <0.1% | – | – | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 148 | $17.0K | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 300 | $16.0K | <0.1% | – | – | History |
| iShares Tr464288695 | GLOBAL MATER ETF | 187 | $16.0K | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 411 | $13.0K | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 48 | $13.0K | <0.1% | – | – | History |
| 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% | – | – | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 334 | $9.00K | <0.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 78 | $8.00K | <0.1% | – | – | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 300 | $8.00K | <0.1% | – | – | History |
| NAVINavient Corp | COM | 500 | $7.00K | <0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 20 | $4.00K | <0.1% | – | – | History |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 133 | $3.00K | <0.1% | – | – | – |
| TSITCW Strategic Income Fund Inc | COM | 600 | $3.00K | <0.1% | – | – | 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% | – | – | – |