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 |
|---|---|---|---|---|---|---|---|
| GSGoldman Sachs Group Inc | Stock | 7,347 | $2.40M | 0.2% | – | – | History |
| Schwab US Aggregate Bond ETF808524839 | ETF | 44,179 | $2.38M | 0.2% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 19,553 | $2.35M | 0.2% | – | – | – |
| J P Morgan Exchange Traded F46641Q753 | US VALUE FACTR | 66,171 | $2.27M | 0.2% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 63,316 | $2.24M | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 41,545 | $2.22M | 0.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 77,737 | $2.17M | 0.2% | – | – | – |
| VVisa Inc. | Stock | 10,157 | $2.15M | 0.2% | – | – | History |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 30,846 | $2.14M | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 17,021 | $2.14M | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 40,706 | $2.13M | 0.2% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 83,100 | $2.12M | 0.2% | – | – | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 50,545 | $2.11M | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 15,477 | $2.10M | 0.2% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,250 | $2.08M | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 19,795 | $2.08M | 0.2% | – | – | History |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 33,679 | $2.07M | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 15,016 | $2.03M | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 36,347 | $2.03M | 0.2% | – | – | History |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 51,869 | $2.02M | 0.2% | – | – | – |
| BXBlackstone Inc. | COM | 26,969 | $2.01M | 0.2% | – | – | History |
| IAUiShares Gold Trust | ISHARES | 121,816 | $1.98M | 0.1% | – | – | History |
| BACBank of America Corp | Stock | 50,829 | $1.97M | 0.1% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 10,780 | $1.91M | 0.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 3,997 | $1.90M | 0.1% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 22,047 | $1.87M | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 32,029 | $1.86M | 0.1% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 5,602 | $1.85M | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 7,595 | $1.84M | 0.1% | – | – | History |
| First Trust Nasdaq-100 Technology Sector Index Fund337345102 | ETF | 12,736 | $1.84M | 0.1% | – | – | – |
| AMATApplied Materials Inc | Stock | 13,741 | $1.83M | 0.1% | – | – | History |
| BABoeing Co | Stock | 7,185 | $1.83M | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 13,422 | $1.78M | 0.1% | – | – | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 35,018 | $1.78M | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 7,290 | $1.74M | 0.1% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 50,611 | $1.72M | 0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,603 | $1.72M | 0.1% | – | – | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 27,356 | $1.72M | 0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 5,169 | $1.71M | 0.1% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 13,304 | $1.71M | 0.1% | – | – | – |
| Global X FDS37954Y780 | INTERNET OF THNG | 50,952 | $1.70M | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 39,446 | $1.69M | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 34,440 | $1.69M | 0.1% | – | – | – |
| CVGWCalavo Growers Inc | COM | 21,706 | $1.69M | 0.1% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 3,691 | $1.68M | 0.1% | – | – | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 66,978 | $1.68M | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 11,836 | $1.67M | 0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 7,816 | $1.66M | 0.1% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 10,093 | $1.62M | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 10,055 | $1.61M | 0.1% | – | – | History |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 21,525 | $1.57M | 0.1% | – | – | – |
| Northern LTS FD Tr IV66538H658 | INSPIRE GBL HOPE | 43,329 | $1.57M | 0.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 18,026 | $1.55M | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 6,021 | $1.54M | 0.1% | – | – | History |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 34,882 | $1.53M | 0.1% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 31,581 | $1.52M | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 4,163 | $1.52M | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 23,399 | $1.50M | 0.1% | – | – | History |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 33,796 | $1.47M | 0.1% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 23,034 | $1.43M | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,857 | $1.42M | 0.1% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 34,269 | $1.41M | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 3,023 | $1.40M | 0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 8,099 | $1.36M | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 16,842 | $1.34M | 0.1% | – | – | – |
| HPSJohn Hancock Preferred Income Fund III | COM | 73,627 | $1.34M | 0.1% | – | – | History |
| DEDeere & Co | Stock | 3,531 | $1.32M | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 2,465 | $1.32M | 0.1% | – | – | History |
| TXNTexas Instruments Inc | Stock | 6,930 | $1.31M | 0.1% | – | – | History |
| Vanguard Information Technology ETF92204A702 | ETF | 3,651 | $1.31M | 0.1% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 31,975 | $1.30M | 0.1% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 13,167 | $1.30M | 0.1% | – | – | – |
| SHWSherwin Williams Co | COM | 1,755 | $1.29M | 0.1% | – | – | History |
| UNPUnion Pacific Corp | Stock | 5,866 | $1.29M | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 35,175 | $1.27M | 0.1% | – | – | History |
| EPAMEPAM Systems, Inc. | COM | 3,191 | $1.27M | 0.1% | – | – | History |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 31,887 | $1.24M | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 24,129 | $1.23M | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 47,185 | $1.22M | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 10,386 | $1.21M | 0.1% | – | – | – |
| INTUIntuit Inc. | Stock | 3,131 | $1.20M | 0.1% | – | – | History |
| Vanguard Health Care ETF92204A504 | ETF | 5,196 | $1.19M | 0.1% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 23,045 | $1.19M | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 22,941 | $1.19M | 0.1% | – | – | History |
| LULUlululemon athletica inc. | Stock | 3,862 | $1.19M | 0.1% | – | – | History |
| CMECME Group Inc. | COM | 5,755 | $1.18M | 0.1% | – | – | History |
| ABTAbbott Laboratories | Stock | 9,611 | $1.15M | 0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 35,905 | $1.15M | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 14,639 | $1.13M | 0.1% | – | – | History |
| Global X FDS37954Y228 | CLEANTECH ETF | 50,891 | $1.13M | 0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 22,330 | $1.12M | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 15,165 | $1.11M | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 56,588 | $1.07M | 0.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 6,171 | $1.05M | 0.1% | – | – | History |
| iShares Select U.S. REIT ETF464287564 | ETF | 18,053 | $1.04M | 0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 9,214 | $1.04M | 0.1% | – | – | – |
| CTASCintas Corp | Stock | 3,030 | $1.03M | 0.1% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 21,239 | $1.02M | 0.1% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 1,573 | $1.02M | 0.1% | – | – | History |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 19,464 | $1.02M | 0.1% | – | – | – |