Change Path, LLC
- SEC CIK
- 0001739728
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 561
- No 13F data for Q4 2020
- Portfolio value
- $1.32B
- 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288885 | EAFE GRWTH ETF | 40,219 | $4.04M | 0.3% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 81,533 | $4.14M | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 2,022 | $4.17M | 0.3% | – | – | History |
| JNJJohnson & Johnson | Stock | 25,518 | $4.19M | 0.3% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 34,708 | $4.35M | 0.3% | – | – | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 156,440 | $4.41M | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 6,664 | $4.45M | 0.3% | – | – | History |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 86,737 | $4.47M | 0.3% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 170,183 | $4.86M | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 26,392 | $4.87M | 0.4% | – | – | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 97,888 | $5.02M | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 17,930 | $5.28M | 0.4% | – | – | History |
| HDHome Depot, Inc. | Stock | 17,323 | $5.29M | 0.4% | – | – | History |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 179,246 | $5.50M | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 17,358 | $5.54M | 0.4% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 41,696 | $5.66M | 0.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 38,504 | $5.66M | 0.4% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 58,555 | $5.75M | 0.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 57,170 | $5.83M | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 38,289 | $5.83M | 0.4% | – | – | History |
| Schwab US Tips ETF808524870 | ETF | 102,618 | $6.28M | 0.5% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 81,053 | $6.41M | 0.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 180,293 | $6.78M | 0.5% | – | – | – |
| Timothy Plan887432326 | HIG DV STK ETF | 235,214 | $6.81M | 0.5% | – | – | – |
| Timothy Plan887432334 | INTL ETF | 261,636 | $7.28M | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,526 | $7.77M | 0.6% | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 139,805 | $7.91M | 0.6% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 143,537 | $8.10M | 0.6% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 472,149 | $8.14M | 0.6% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 93,031 | $8.55M | 0.6% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 100,167 | $8.89M | 0.7% | – | – | – |
| iShares Tr464288588 | MBS ETF | 82,581 | $8.95M | 0.7% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 170,125 | $9.08M | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,027 | $9.36M | 0.7% | – | – | History |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 100,825 | $9.43M | 0.7% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 197,822 | $9.73M | 0.7% | – | – | – |
| Fidelity Covington Trust316092618 | ENHA HIGH YI ETF | 177,143 | $9.77M | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 244,268 | $10.3M | 0.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 214,053 | $11.1M | 0.8% | – | – | – |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 438,045 | $11.3M | 0.9% | – | – | – |
| Ssga Active Tr78470P309 | ST STR MARKE ETF | 226,326 | $11.4M | 0.9% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 213,983 | $11.7M | 0.9% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 149,108 | $12.9M | 1.0% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 202,112 | $14.0M | 1.1% | – | – | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 357,954 | $14.1M | 1.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 161,417 | $14.7M | 1.1% | – | – | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 398,616 | $15.6M | 1.2% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 288,259 | $16.5M | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 73,831 | $17.4M | 1.3% | – | – | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 128,092 | $18.0M | 1.4% | – | – | – |
| AAPLApple Inc. | Stock | 162,996 | $19.9M | 1.5% | – | – | History |
| Goldman Sachs ETF Tr381430602 | ACTIVEBETA US | 377,296 | $23.5M | 1.8% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 356,910 | $29.3M | 2.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 137,507 | $35.3M | 2.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q886 | DIVERSFED RTRN | 470,558 | $39.0M | 2.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 800,353 | $39.3M | 3.0% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 315,612 | $41.5M | 3.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 692,201 | $42.2M | 3.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 963,245 | $42.5M | 3.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 183,118 | $72.6M | 5.5% | – | – | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 711,445 | $77.9M | 5.9% | – | – | – |