BKD Wealth Advisors, LLC
- SEC CIK
- 0001352864
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 269
- 2020 年第 4 季沒有 13F 資料
- 總值
- $20.1 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 Morningstar Total Stock Market ETF922908769 | ETF | 3,265,043 | $6.75 億 | 33.5% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 4,252,679 | $2.58 億 | 12.8% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 1,418,070 | $1.02 億 | 5.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 311,509 | $8,108 萬 | 4.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 169,562 | $6,746 萬 | 3.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 576,649 | $4,053 萬 | 2.0% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 336,225 | $3,649 萬 | 1.8% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 283,657 | $2,895 萬 | 1.4% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 75,645 | $2,756 萬 | 1.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 277,917 | $2,688 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 116,449 | $2,578 萬 | 1.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 395,113 | $2,573 萬 | 1.3% | – | – | – |
| JKHYJack Henry & Associates Inc | Stock | 162,473 | $2,465 萬 | 1.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 88,306 | $2,270 萬 | 1.1% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 143,917 | $2,183 萬 | 1.1% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 148,939 | $2,089 萬 | 1.0% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 259,522 | $1,870 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 144,035 | $1,759 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 187,239 | $1,715 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 76,072 | $1,629 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 55,734 | $1,314 萬 | 0.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 31,021 | $1,230 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 83,152 | $981.4 萬 | 0.5% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 94,707 | $965.2 萬 | 0.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 62,109 | $913.5 萬 | 0.5% | – | – | – |
| WMTWalmart Inc. | Stock | 62,296 | $846.2 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 109,308 | $829.3 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 156,416 | $814.1 萬 | 0.4% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 15,796 | $801.3 萬 | 0.4% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 42,838 | $800.3 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 43,159 | $796.4 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 32,362 | $767.7 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,642 | $751.2 萬 | 0.4% | – | – | 歷史 |
| KEKimball Electronics, Inc. | Stock | 283,598 | $731.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 129,918 | $709.9 萬 | 0.4% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 131,136 | $678.1 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 42,343 | $644.6 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 26,274 | $638.6 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 23,716 | $605.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 57,848 | $584.8 萬 | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 33,313 | $547.5 萬 | 0.3% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 47,869 | $544.9 萬 | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 18,531 | $511.9 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 137,007 | $496.4 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 21,387 | $495.9 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 34,919 | $472.9 萬 | 0.2% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 34,013 | $469.0 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 24,574 | $467.3 萬 | 0.2% | – | – | 歷史 |
| LKFNLakeland Financial Corp | COM | 62,473 | $432.3 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 21,638 | $428.6 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 29,621 | $419.0 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 62,847 | $402.2 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 7,506 | $400.8 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 38,135 | $399.6 萬 | 0.2% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 25,483 | $395.5 萬 | 0.2% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 30,081 | $382.7 萬 | 0.2% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 43,499 | $382.7 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,601 | $371.1 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 16,587 | $366.5 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 94,321 | $364.9 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 37,427 | $360.9 萬 | 0.2% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 121,316 | $350.7 萬 | 0.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 15,524 | $347.5 萬 | 0.2% | – | – | – |
| APHAmphenol Corp | CL A | 52,121 | $343.8 萬 | 0.2% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 19,399 | $332.9 萬 | 0.2% | – | – | 歷史 |
| HPQHP Inc | Stock | 104,475 | $331.7 萬 | 0.2% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 12,950 | $330.3 萬 | 0.2% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 192,905 | $327.9 萬 | 0.2% | – | – | 歷史 |
| LKQLKQ Corp | COM | 75,815 | $320.9 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 16,390 | $315.8 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 8,750 | $314.1 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 22,607 | $301.3 萬 | 0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 17,098 | $287.4 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 8,053 | $286.7 萬 | 0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 51,174 | $280.9 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 35,605 | $274.5 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 46,445 | $270.1 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 18,969 | $267.9 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 823 | $254.6 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 47,943 | $254.0 萬 | 0.1% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 34,181 | $254.0 萬 | 0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 28,528 | $240.6 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 91,745 | $240.3 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,117 | $231.1 萬 | 0.1% | – | – | 歷史 |
| ALXNAlexion Pharmaceuticals, Inc. | COM | 14,793 | $226.2 萬 | 0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 9,281 | $226.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 29,995 | $221.8 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 6,845 | $218.4 萬 | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 39,394 | $217.9 萬 | 0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 18,064 | $215.0 萬 | 0.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 6,307 | $208.4 萬 | 0.1% | – | – | 歷史 |
| HSTHost Hotels & Resorts, Inc. | COM | 121,344 | $204.5 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 14,383 | $203.4 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 4,323 | $197.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,720 | $192.8 萬 | 0.1% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | – | $191.3 萬 | 0.1% | – | – | – |
| CLColgate Palmolive Co | Stock | 24,112 | $190.1 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 34,606 | $182.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | – | $180.2 萬 | 0.1% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 31,905 | $178.2 萬 | 0.1% | – | – | 歷史 |