Sym Financial Corp
- SEC CIK
- 0000764739
- 最新申報
- 2026/8/4
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/19 申報。只含多頭部位。
- 持股檔數
- 79
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.74 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 388,516 | $3,757 萬 | 21.6% | – | – | – |
| DOWDow Inc. | Stock | 538,570 | $3,444 萬 | 19.8% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 318,086 | $2,458 萬 | 14.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 215,888 | $2,458 萬 | 14.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 115,332 | $2,384 萬 | 13.7% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 52,450 | $328.9 萬 | 1.9% | – | – | – |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 155,293 | $283.7 萬 | 1.6% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 28,824 | $280.4 萬 | 1.6% | – | – | – |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 156,413 | $245.6 萬 | 1.4% | – | – | 歷史 |
| iShares Tr46434V316 | GLOBAL EQUITY | 34,196 | $124.7 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 9,835 | $120.1 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 12,094 | $115.1 萬 | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,789 | $108.2 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,375 | $79.6 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,709 | $67.7 萬 | 0.4% | – | – | 歷史 |
| LKFNLakeland Financial Corp | COM | 8,479 | $58.7 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 6,181 | $42.6 萬 | 0.2% | – | – | – |
| TCF Finl Corp872307103 | COM | 8,897 | $41.3 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,651 | $39.0 萬 | 0.2% | – | – | – |
| LNCLincoln National Corp | COM | 6,170 | $38.4 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,806 | $37.5 萬 | 0.2% | – | – | – |
| iShares Inc46434G889 | EMNG MKTS EQT | 7,037 | $36.6 萬 | 0.2% | – | – | – |
| CTVACorteva, Inc. | Stock | 7,572 | $35.3 萬 | 0.2% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,056 | $34.6 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | COM | 22,867 | $30.0 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,815 | $29.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V787 | YLD OPTIM BD | 11,923 | $29.7 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 4,499 | $28.8 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,054 | $26.7 萬 | 0.2% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 1,637 | $26.2 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 3,368 | $26.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 693 | $24.8 萬 | 0.1% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 5,151 | $24.8 萬 | 0.1% | – | – | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 4,018 | $23.9 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,558 | $23.7 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,731 | $23.5 萬 | 0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,379 | $23.2 萬 | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,228 | $23.1 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,083 | $21.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V290 | US SML CAP EQT | 4,163 | $21.8 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 70 | $21.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 1,609 | $21.4 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 1,467 | $20.7 萬 | 0.1% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,983 | $20.2 萬 | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,620 | $19.1 萬 | 0.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 3,023 | $18.4 萬 | 0.1% | – | – | – |
| FGBFirst Trust Specialty Finance & Financial Opportunities Fund | COM BEN INTR | 45,379 | $18.1 萬 | 0.1% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 3,193 | $18.0 萬 | 0.1% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 4,826 | $17.6 萬 | 0.1% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 1,383 | $16.1 萬 | 0.1% | – | – | – |
| Vanguard Industrials ETF92204A603 | ETF | 829 | $15.7 萬 | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,188 | $14.2 萬 | 0.1% | – | – | – |
| iShares Tr46434V266 | INTERNATIONAL SL | 3,961 | $13.9 萬 | 0.1% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 2,539 | $12.9 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q308 | DIV RTN EM EQT | 2,225 | $12.6 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 2,186 | $11.2 萬 | 0.1% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 668 | $6.80 萬 | <0.1% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 908 | $6.70 萬 | <0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 703 | $5.90 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 234 | $5.70 萬 | <0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 460 | $5.00 萬 | <0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 215 | $4.80 萬 | <0.1% | – | – | – |
| iShares Tr464287580 | US CONSUM DISCRE | 646 | $4.80 萬 | <0.1% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 1,383 | $4.70 萬 | <0.1% | – | – | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 1,012 | $4.70 萬 | <0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 514 | $4.50 萬 | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 710 | $4.50 萬 | <0.1% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 819 | $4.40 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 138 | $4.20 萬 | <0.1% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 426 | $4.20 萬 | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 173 | $3.90 萬 | <0.1% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 1,154 | $3.00 萬 | <0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 127 | $1.90 萬 | <0.1% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 111 | $9,000 | <0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 20 | $2,000 | <0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 30 | $2,000 | <0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 30 | $2,000 | <0.1% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 3 | $0 | 0.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1 | $0 | 0.0% | – | – | – |