Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- Latest filing
- Aug 7, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed Apr 21, 2021. Long positions only.
- Positions
- 407
- No 13F data for Q4 2020
- Portfolio value
- $462.6M
- 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 |
|---|---|---|---|---|---|---|---|
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 7,057 | $256.0K | 0.1% | – | – | – |
| BLUEbluebird bio, Inc. | COM | 8,500 | $256.0K | 0.1% | – | – | History |
| AGMFederal Agricultural Mortgage Corp | CL C | 2,571 | $259.0K | 0.1% | – | – | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 8,686 | $259.0K | 0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 679 | $260.0K | 0.1% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,672 | $265.0K | 0.1% | – | – | – |
| CMAComerica Inc | COM | 3,689 | $265.0K | 0.1% | – | – | History |
| SXIStandex International Corp | COM | 2,785 | $266.0K | 0.1% | – | – | History |
| BLKBlackRock, Inc. | COM | 353 | $266.0K | 0.1% | – | – | History |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 12,797 | $266.0K | 0.1% | – | – | – |
| CTVACorteva, Inc. | Stock | 5,723 | $267.0K | 0.1% | – | – | History |
| MANTMantech International Corp | CL A | 3,079 | $268.0K | 0.1% | – | – | History |
| MMSMaximus, Inc. | COM | 3,024 | $269.0K | 0.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 1,467 | $271.0K | 0.1% | – | – | History |
| IRMIron Mountain Inc | COM | 7,309 | $271.0K | 0.1% | – | – | History |
| CHEChemed Corp | COM | 589 | $271.0K | 0.1% | – | – | History |
| CORECore-Mark Holding Company, LLC | COM | 7,014 | $271.0K | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 1,140 | $272.0K | 0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 842 | $272.0K | 0.1% | – | – | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 52,409 | $274.0K | 0.1% | – | – | History |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 5,611 | $275.0K | 0.1% | – | – | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 3,824 | $276.0K | 0.1% | – | – | History |
| ABBNYABB Ltd | SPONSORED ADR | 9,054 | $276.0K | 0.1% | – | – | History |
| KBHKB Home | COM | 5,975 | $278.0K | 0.1% | – | – | History |
| LFUSLittelfuse Inc | COM | 1,050 | $278.0K | 0.1% | – | – | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 6,904 | $279.0K | 0.1% | – | – | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 2,500 | $279.0K | 0.1% | – | – | – |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 4,312 | $281.0K | 0.1% | – | – | – |
| ADIAnalog Devices Inc | Stock | 1,816 | $282.0K | 0.1% | – | – | History |
| TTTrane Technologies plc | SHS | 1,703 | $282.0K | 0.1% | – | – | History |
| IIPRInnovative Industrial Properties Inc | COM | 1,569 | $283.0K | 0.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 3,923 | $285.0K | 0.1% | – | – | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 8,824 | $285.0K | 0.1% | – | – | History |
| LMATLemaitre Vascular Inc | COM | 5,857 | $286.0K | 0.1% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,389 | $287.0K | 0.1% | – | – | – |
| CMPCompass Minerals International Inc | Stock | 4,578 | $287.0K | 0.1% | – | – | History |
| CCMPCMC Materials, Inc. | COM | 1,624 | $287.0K | 0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 1,342 | $288.0K | 0.1% | – | – | History |
| ANSSAnsys Inc | COM | 851 | $289.0K | 0.1% | – | – | History |
| TXTernium S.A. | SPONSORED ADS | 7,475 | $290.0K | 0.1% | – | – | History |
| BBWIBath & Body Works, Inc. | COM | 4,707 | $291.0K | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 1,326 | $292.0K | 0.1% | – | – | History |
| COPConocoPhillips | Stock | 5,530 | $293.0K | 0.1% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 1,454 | $293.0K | 0.1% | – | – | History |
| BWXTBWX Technologies, Inc. | COM | 4,446 | $293.0K | 0.1% | – | – | History |
| MNROMonro, Inc. | COM | 4,451 | $293.0K | 0.1% | – | – | History |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 5,555 | $295.0K | 0.1% | – | – | History |
| iShares Tips Bond ETF464287176 | ETF | 2,365 | $297.0K | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,589 | $299.0K | 0.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 1,479 | $299.0K | 0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 4,609 | $300.0K | 0.1% | – | – | History |
| iShares S&P 100 ETF464287101 | ETF | 1,675 | $301.0K | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 4,289 | $301.0K | 0.1% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 6,000 | $305.0K | 0.1% | – | – | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 9,202 | $305.0K | 0.1% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 13,949 | $307.0K | 0.1% | – | – | History |
| AMPAmeriprise Financial Inc | COM | 1,320 | $307.0K | 0.1% | – | – | History |
| CXCemex SAB de CV | SPON ADR NEW | 44,029 | $307.0K | 0.1% | – | – | History |
| WELLWelltower Inc. | REIT | 4,335 | $310.0K | 0.1% | – | – | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 4,522 | $310.0K | 0.1% | – | – | – |
| LOGILogitech International S.A. | SHS | 3,001 | $314.0K | 0.1% | – | – | History |
| TWTRTwitter, Inc. | COM | 4,927 | $314.0K | 0.1% | – | – | History |
| SHOEShoe Station Group Inc | COM | 5,089 | $315.0K | 0.1% | – | – | History |
| HOMBHome Bancshares Inc | COM | 11,695 | $316.0K | 0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 2,281 | $317.0K | 0.1% | – | – | History |
| MSMMSC Industrial Direct Co Inc | CL A | 3,545 | $320.0K | 0.1% | – | – | History |
| GEGeneral Electric Co | COM | 24,400 | $320.0K | 0.1% | – | – | History |
| EHCEncompass Health Corp | COM | 3,948 | $323.0K | 0.1% | – | – | History |
| WDAYWorkday, Inc. | CL A | 1,301 | $323.0K | 0.1% | – | – | History |
| BCBrunswick Corp | COM | 3,404 | $325.0K | 0.1% | – | – | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,561 | $328.0K | 0.1% | – | – | – |
| OZKBank OZK | COM | 8,057 | $329.0K | 0.1% | – | – | History |
| iShares Tr46435U853 | BROAD USD HIGH | 7,993 | $329.0K | 0.1% | – | – | – |
| DACDanaos Corp | SHS | 6,640 | $329.0K | 0.1% | – | – | History |
| TGTTarget Corp | Stock | 1,667 | $330.0K | 0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 42,971 | $330.0K | 0.1% | – | – | History |
| CCICrown Castle Inc. | REIT | 1,937 | $333.0K | 0.1% | – | – | History |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 3,384 | $336.0K | 0.1% | – | – | – |
| MDLZMondelez International, Inc. | Stock | 5,757 | $337.0K | 0.1% | – | – | History |
| RIORio Tinto PLC | ADR | 4,337 | $337.0K | 0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 1,987 | $338.0K | 0.1% | – | – | History |
| DOWDow Inc. | Stock | 5,310 | $340.0K | 0.1% | – | – | History |
| DTEDte Energy Co | COM | 2,570 | $342.0K | 0.1% | – | – | History |
| NVRIEnviri Corp | COM | 20,000 | $343.0K | 0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 3,964 | $352.0K | 0.1% | – | – | History |
| COFCapital One Financial Corp | Stock | 2,814 | $358.0K | 0.1% | – | – | History |
| IBNIcici Bank Ltd | ADR | 22,618 | $363.0K | 0.1% | – | – | History |
| LLYEli Lilly & Co | Stock | 1,966 | $367.0K | 0.1% | – | – | History |
| SAPSAP SE | ADR | 3,010 | $370.0K | 0.1% | – | – | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 13,571 | $371.0K | 0.1% | – | – | – |
| LINLinde PLC | SHS | 1,325 | $371.0K | 0.1% | – | – | History |
| FOCLEdap TMS SA | SPONSORED ADR | 45,000 | $378.0K | 0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 4,239 | $382.0K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 2,885 | $383.0K | 0.1% | – | – | History |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,352 | $383.0K | 0.1% | – | – | – |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,897 | $384.0K | 0.1% | – | – | History |
| HESHess Corp | Stock | 5,438 | $385.0K | 0.1% | – | – | History |
| EVAEnviva, LLC | COM UNIT | 8,000 | $387.0K | 0.1% | – | – | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 21,982 | $393.0K | 0.1% | – | – | History |
| EVREvercore Inc. | CLASS A | 2,994 | $394.0K | 0.1% | – | – | History |