Planning Alternatives Ltd
- SEC CIK
- 0000712011
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/14 申報。只含多頭部位。
- 持股檔數
- 46
- 2020 年第 4 季沒有 13F 資料
- 總值
- $6.00 億
- 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 407,694 | $1.62 億 | 27.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,572,504 | $7,723 萬 | 12.9% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 204,795 | $5,330 萬 | 8.9% | – | – | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 504,712 | $4,609 萬 | 7.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 471,495 | $3,995 萬 | 6.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 268,200 | $3,945 萬 | 6.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 757,159 | $3,941 萬 | 6.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 329,243 | $3,573 萬 | 6.0% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 491,613 | $1,849 萬 | 3.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 134,914 | $1,296 萬 | 2.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 47,938 | $1,232 萬 | 2.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,475 | $970.0 萬 | 1.6% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 60,356 | $793.4 萬 | 1.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 68,763 | $665.0 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 53,715 | $656.1 萬 | 1.1% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 96,921 | $522.9 萬 | 0.9% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 67,711 | $343.7 萬 | 0.6% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 12,668 | $300.5 萬 | 0.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 33,165 | $241.8 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,372 | $175.0 萬 | 0.3% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 47,935 | $152.3 萬 | 0.3% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 13,377 | $133.3 萬 | 0.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 17,849 | $132.9 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 5,342 | $125.9 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,913 | $119.4 萬 | 0.2% | – | – | – |
| GGGGraco Inc | COM | 16,350 | $117.1 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 19,277 | $112.8 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 11,024 | $111.1 萬 | 0.2% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 9,982 | $88.6 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,633 | $76.6 萬 | 0.1% | – | – | – |
| FFord Motor Co | Stock | 42,480 | $52.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,568 | $41.8 萬 | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 3,016 | $40.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,082 | $37.1 萬 | 0.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,541 | $36.4 萬 | 0.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,137 | $35.7 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 1,574 | $34.2 萬 | 0.1% | – | – | 歷史 |
| RVNCRevance Therapeutics, Inc. | COM | 11,681 | $32.6 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,336 | $31.6 萬 | 0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 1,227 | $27.2 萬 | <0.1% | – | – | 歷史 |
| DTEDte Energy Co | COM | 1,955 | $26.0 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,641 | $24.0 萬 | <0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 941 | $22.9 萬 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,140 | $21.5 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 830 | $21.2 萬 | <0.1% | – | – | 歷史 |
| DNPDNP Select Income Fund Inc | COM | 14,289 | $14.1 萬 | <0.1% | – | – | 歷史 |