Planning Directions Inc
- SEC CIK
- 0000821103
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/28 申報。只含多頭部位。
- 持股檔數
- 63
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.27 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Short-Term Bond ETF921937827 | ETF | 410,156 | $3,371 萬 | 26.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 57,301 | $842.8 萬 | 6.6% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 110,921 | $808.8 萬 | 6.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 79,503 | $655.9 萬 | 5.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 88,382 | $594.2 萬 | 4.7% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 59,625 | $567.6 萬 | 4.5% | – | – | – |
| AAPLApple Inc. | Stock | 43,971 | $537.1 萬 | 4.2% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 39,381 | $464.8 萬 | 3.7% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 48,909 | $357.0 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,470 | $320.5 萬 | 2.5% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 35,667 | $243.6 萬 | 1.9% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 26,219 | $238.0 萬 | 1.9% | – | – | – |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 14,051 | $221.8 萬 | 1.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 31,793 | $220.0 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 9,593 | $205.4 萬 | 1.6% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 18,814 | $185.6 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 13,600 | $183.4 萬 | 1.4% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 48,173 | $183.0 萬 | 1.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,926 | $170.1 萬 | 1.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 6,782 | $155.1 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,703 | $148.4 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,757 | $145.0 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,291 | $90.4 萬 | 0.7% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 3,572 | $90.2 萬 | 0.7% | – | – | – |
| iShares Tr464287754 | US INDUSTRIALS | 8,466 | $89.5 萬 | 0.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,419 | $88.1 萬 | 0.7% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 12,729 | $78.3 萬 | 0.6% | – | – | – |
| CMCSAComcast Corp | Stock | 13,420 | $72.6 萬 | 0.6% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,098 | $70.6 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,455 | $70.1 萬 | 0.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 3,033 | $68.0 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,103 | $64.2 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,784 | $57.7 萬 | 0.5% | – | – | – |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 4,585 | $57.6 萬 | 0.5% | – | – | – |
| DISWalt Disney Co | Stock | 3,071 | $56.7 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 2,125 | $54.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 5,895 | $54.0 萬 | 0.4% | – | – | – |
| CRMDCorMedix Inc. | COM | 50,000 | $50.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287580 | US CONSUM DISCRE | 6,361 | $47.6 萬 | 0.4% | – | – | – |
| Victory Portfolios II92647N766 | VCSHS US 500 VOL | 7,077 | $47.5 萬 | 0.4% | – | – | – |
| LOWLowes Companies Inc | Stock | 2,468 | $46.9 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 12,512 | $45.3 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,786 | $42.1 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,921 | $41.3 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,278 | $35.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 6,672 | $34.9 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 823 | $32.8 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 103 | $31.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 5,957 | $31.0 萬 | 0.2% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,440 | $29.8 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 2,152 | $29.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,045 | $27.2 萬 | 0.2% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 1,931 | $27.1 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 381 | $25.4 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 1,851 | $24.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 2,303 | $24.0 萬 | 0.2% | – | – | – |
| WTRGEssential Utilities, Inc. | COM | 5,299 | $23.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288406 | MRGSTR MD CP VAL | 1,275 | $23.5 萬 | 0.2% | – | – | – |
| SYYSysco Corp | Stock | 2,846 | $22.4 萬 | 0.2% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 815 | $21.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,324 | $21.6 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 592 | $21.1 萬 | 0.2% | – | – | 歷史 |
| EXCExelon Corp | Stock | 4,629 | $20.2 萬 | 0.2% | – | – | 歷史 |