Opus Capital Group, LLC
- SEC CIK
- 0001330325
- 最新申報
- 2026/7/31
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
- 132
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.16 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 S&P 500 ETF922908363 | ETF | 194,014 | $7,068 萬 | 17.0% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 414,667 | $3,513 萬 | 8.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 290,391 | $3,152 萬 | 7.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 807,805 | $3,039 萬 | 7.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 278,942 | $2,293 萬 | 5.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 91,358 | $2,045 萬 | 4.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 258,825 | $1,865 萬 | 4.5% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 179,721 | $1,817 萬 | 4.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 109,862 | $1,488 萬 | 3.6% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 92,091 | $1,211 萬 | 2.9% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 241,969 | $1,188 萬 | 2.9% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 123,069 | $1,009 萬 | 2.4% | – | – | – |
| WisdomTree Tr97717X263 | DYNAMIC INTL EQT | 290,849 | $865.6 萬 | 2.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 114,587 | $737.5 萬 | 1.8% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 222,654 | $714.7 萬 | 1.7% | – | – | – |
| Vanguard Wellington FD921935607 | US MULTIFACTOR | 62,428 | $604.7 萬 | 1.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 101,662 | $529.2 萬 | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 63,245 | $521.8 萬 | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 19,297 | $357.4 萬 | 0.9% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 35,338 | $339.3 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 13,898 | $307.1 萬 | 0.7% | – | – | – |
| SCIService Corp International | COM | 57,714 | $294.6 萬 | 0.7% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,987 | $264.6 萬 | 0.6% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 27,331 | $264.3 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 8,432 | $231.6 萬 | 0.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 17,812 | $228.6 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,922 | $216.8 萬 | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 16,702 | $204.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 4,831 | $192.2 萬 | 0.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 11,207 | $170.6 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 44,083 | $155.9 萬 | 0.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,609 | $140.7 萬 | 0.3% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,387 | $129.6 萬 | 0.3% | – | – | – |
| TXNTexas Instruments Inc | Stock | 6,848 | $129.4 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 16,335 | $123.5 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,657 | $116.0 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,418 | $104.2 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 10,398 | $103.6 萬 | 0.2% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 31,945 | $101.5 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 3,983 | $99.6 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,955 | $98.4 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | COM | 2,002 | $92.8 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 15,878 | $92.6 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,217 | $91.8 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 3,151 | $88.7 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,708 | $86.4 萬 | 0.2% | – | – | – |
| SBUXStarbucks Corp | Stock | 7,794 | $85.2 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | COM | 10,994 | $84.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 5,288 | $84.3 萬 | 0.2% | – | – | – |
| CCICrown Castle Inc. | REIT | 4,784 | $82.3 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,153 | $79.6 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 13,218 | $77.4 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 14,666 | $75.8 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,559 | $71.0 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,129 | $70.1 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,625 | $69.4 萬 | 0.2% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 7,042 | $69.0 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,588 | $67.6 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,340 | $62.7 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | COM | 5,261 | $62.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,339 | $60.9 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,036 | $60.4 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,546 | $60.3 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,439 | $60.3 萬 | 0.1% | – | – | 歷史 |
| SRESempra | Stock | 4,437 | $58.8 萬 | 0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,760 | $58.0 萬 | 0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 10,440 | $57.3 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,765 | $56.8 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,970 | $55.5 萬 | 0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,115 | $46.9 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,145 | $46.6 萬 | 0.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 4,297 | $45.5 萬 | 0.1% | – | – | 歷史 |
| Duke Energy CORP26441C105 | COM | 4,617 | $44.6 萬 | 0.1% | – | – | – |
| Wisconsin Energy976657106 | COM | 4,747 | $44.4 萬 | 0.1% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 8,724 | $44.2 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 7,995 | $43.3 萬 | 0.1% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,935 | $43.3 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,311 | $38.6 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | COM | 2,736 | $37.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287127 | MORNINGSTR US EQ | 1,540 | $34.5 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,127 | $34.2 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,136 | $33.4 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 829 | $32.9 萬 | 0.1% | – | – | 歷史 |
| Compagnie de St Gobain Unsponsord ADR204280309 | ADR | 26,498 | $31.4 萬 | 0.1% | – | – | – |
| ORealty Income Corp | REIT | 4,840 | $30.7 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,215 | $30.2 萬 | 0.1% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 1,925 | $30.0 萬 | 0.1% | – | – | 歷史 |
| Zurich Insurance Group AG Sponsored ADR989825104 | COM | 6,745 | $29.0 萬 | 0.1% | – | – | – |
| BNP Paribas Sponsored ADR05565A202 | ADR | 9,370 | $28.7 萬 | 0.1% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 6,041 | $28.1 萬 | 0.1% | – | – | 歷史 |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 36,126 | $27.8 萬 | 0.1% | – | – | 歷史 |
| Michelin Compagnie59410T106 | ADR | 9,141 | $27.4 萬 | 0.1% | – | – | – |
| Nestle SA ADR641069406 | COM | 2,418 | $27.0 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 8,635 | $26.9 萬 | 0.1% | – | – | – |
| Enel Societa Per Azioni ADR29265W207 | ADR | 27,022 | $26.8 萬 | 0.1% | – | – | – |
| Siemens A G Sponsored ADR826197501 | COM | 3,206 | $26.4 萬 | 0.1% | – | – | – |
| United Overseas BK Ltd Sponsored ADR911271302 | ADR | 6,792 | $26.3 萬 | 0.1% | – | – | – |
| UBSUBS Group AG | Stock | 16,424 | $25.5 萬 | 0.1% | – | – | 歷史 |
| NTTYYNippon Telegraph & Telephone Corp | COM | 9,851 | $25.5 萬 | 0.1% | – | – | 歷史 |
| Sonic Healthcare Ltd83546A203 | ADR | 9,437 | $25.4 萬 | 0.1% | – | – | – |