Evermay Wealth Management LLC
- SEC CIK
- 0001066816
- 最新申報
- 2026/7/27
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 174
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.00 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,046,034 | $1.00 億 | 20.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 170,833 | $6,223 萬 | 12.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,001,318 | $5,082 萬 | 10.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 126,324 | $3,288 萬 | 6.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 73,508 | $2,913 萬 | 5.8% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 218,030 | $2,222 萬 | 4.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 47,341 | $1,883 萬 | 3.8% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 321,715 | $1,309 萬 | 2.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 117,908 | $1,280 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 96,865 | $1,183 萬 | 2.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 40,733 | $901.6 萬 | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,906 | $899.1 萬 | 1.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,097 | $432.5 萬 | 0.9% | – | – | 歷史 |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 58,569 | $381.8 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,132 | $380.3 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 24,879 | $378.7 萬 | 0.8% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 15,805 | $355.7 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 16,060 | $354.8 萬 | 0.7% | – | – | – |
| HDHome Depot, Inc. | Stock | 9,237 | $282.0 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 12,126 | $256.7 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 9,350 | $238.9 萬 | 0.5% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 8,860 | $237.9 萬 | 0.5% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 28,560 | $215.9 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 57,152 | $207.1 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 14,602 | $206.5 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 12,263 | $201.5 萬 | 0.4% | – | – | 歷史 |
| MKC.VMcCormick & Co Inc | COM VTG | 20,604 | $183.6 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 17,657 | $170.4 萬 | 0.3% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 6,598 | $168.3 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 21,205 | $163.5 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,476 | $161.3 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 27,641 | $160.7 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 7,039 | $157.8 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 22,245 | $142.4 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 10,441 | $141.4 萬 | 0.3% | – | – | 歷史 |
| SASRSandy Spring Bancorp Inc | COM | 31,317 | $136.0 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 25,332 | $131.0 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,478 | $129.4 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 6,486 | $125.0 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 8,831 | $124.9 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 5,579 | $123.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 577 | $119.4 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 11,497 | $114.6 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 5,860 | $108.1 萬 | 0.2% | – | – | 歷史 |
| TREXTrex Co Inc | COM | 11,719 | $107.3 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 5,386 | $106.7 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,659 | $103.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,838 | $100.0 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 17,751 | $99.1 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 17,786 | $96.2 萬 | 0.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 6,741 | $93.2 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 14,632 | $92.4 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 8,474 | $91.7 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,249 | $91.4 萬 | 0.2% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 11,639 | $88.4 萬 | 0.2% | – | – | 歷史 |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 29,512 | $87.7 萬 | 0.2% | – | – | – |
| BNLBroadstone Net Lease, Inc. | COM | 47,870 | $87.6 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,455 | $86.5 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,878 | $82.9 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,079 | $81.0 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 2,920 | $80.7 萬 | 0.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 1,964 | $79.2 萬 | 0.2% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 8,752 | $78.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,647 | $76.8 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 5,248 | $71.3 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,763 | $70.3 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,086 | $67.0 萬 | 0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 40,100 | $66.8 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 4,989 | $66.7 萬 | 0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 50,765 | $66.7 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 2,027 | $65.6 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 12,315 | $64.9 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 5,353 | $63.2 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 5,353 | $61.1 萬 | 0.1% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 3,995 | $60.1 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,243 | $59.1 萬 | 0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 4,918 | $58.5 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 14,765 | $57.1 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,443 | $56.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,734 | $56.6 萬 | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 2,963 | $55.8 萬 | 0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 2,273 | $55.4 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,610 | $55.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,078 | $54.5 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,317 | $53.7 萬 | 0.1% | – | – | – |
| ELVElevance Health, Inc. | Stock | 1,485 | $53.3 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 6,002 | $53.3 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,155 | $52.7 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,127 | $52.3 萬 | 0.1% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 1,795 | $51.0 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,035 | $50.6 萬 | 0.1% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 1,505 | $49.6 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 6,040 | $46.9 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,878 | $46.5 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 7,808 | $45.7 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,900 | $45.6 萬 | 0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,740 | $44.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,068 | $44.3 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,803 | $43.8 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,222 | $43.5 萬 | 0.1% | – | – | 歷史 |