Asset Planning Corporation
- SEC CIK
- 0000007773
- 最新申報
- 2025/11/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 29
- 2020 年第 4 季沒有 13F 資料
- 總值
- $9,613 萬
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Total International Bond ETF92203J407 | ETF | 229,985 | $1,314 萬 | 13.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 237,298 | $1,165 萬 | 12.1% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 184,306 | $945.7 萬 | 9.8% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 109,189 | $900.8 萬 | 9.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 38,538 | $825.0 萬 | 8.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 16,964 | $618.0 萬 | 6.4% | – | – | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 34,264 | $596.6 萬 | 6.2% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 23,590 | $539.6 萬 | 5.6% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 57,318 | $526.5 萬 | 5.5% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 57,366 | $435.2 萬 | 4.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 24,165 | $317.7 萬 | 3.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 7,516 | $299.0 萬 | 3.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,821 | $161.6 萬 | 1.7% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 16,875 | $138.4 萬 | 1.4% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 26,544 | $137.2 萬 | 1.4% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 18,780 | $105.9 萬 | 1.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 14,737 | $105.9 萬 | 1.1% | – | – | – |
| ORealty Income Corp | REIT | 11,490 | $73.0 萬 | 0.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 5,357 | $65.4 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,303 | $51.7 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,516 | $47.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,798 | $41.2 萬 | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,124 | $39.4 萬 | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,512 | $35.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46432FAN7 | IBNDS MAR23 ETF | 11,664 | $29.0 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,059 | $27.1 萬 | 0.3% | – | – | 歷史 |
| NUENucor Corp | COM | 3,065 | $24.6 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 2,372 | $23.4 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 4,242 | $22.4 萬 | 0.2% | – | – | 歷史 |