Interactive Financial Advisors
- SEC CIK
- 0001419099
- 最新申報
- 2026/7/31
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/11 申報。只含多頭部位。
- 持股檔數
- 162
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.38 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 56,027 | $2,229 萬 | 9.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 134,747 | $1,534 萬 | 6.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 100,137 | $1,473 萬 | 6.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 99,537 | $1,295 萬 | 5.4% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 73,896 | $1,178 萬 | 4.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 101,501 | $1,102 萬 | 4.6% | – | – | – |
| FXFInvesco CurrencyShares Swiss Franc Trust | SWISS FRANC | 110,459 | $1,062 萬 | 4.5% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 194,775 | $992.8 萬 | 4.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,179 | $655.7 萬 | 2.7% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 50,819 | $651.6 萬 | 2.7% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 116,762 | $607.7 萬 | 2.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 92,738 | $529.7 萬 | 2.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 101,543 | $498.7 萬 | 2.1% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 57,655 | $497.3 萬 | 2.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 13,486 | $491.3 萬 | 2.1% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 81,004 | $479.8 萬 | 2.0% | – | – | – |
| iShares Tr46435G342 | MORTGE REL ETF | 129,980 | $458.3 萬 | 1.9% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 38,039 | $456.3 萬 | 1.9% | – | – | – |
| ProShares Tr74347X849 | SHRT 20+YR TRE | 250,827 | $454.5 萬 | 1.9% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 108,210 | $444.6 萬 | 1.9% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 32,974 | $384.9 萬 | 1.6% | – | – | – |
| iShares Tr464288562 | RESIDENTIAL MULT | 51,724 | $382.8 萬 | 1.6% | – | – | – |
| GLDSPDR Gold Trust | ETF | 23,382 | $374.0 萬 | 1.6% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 18,057 | $334.6 萬 | 1.4% | – | – | – |
| iShares Tr464287549 | EXPND TEC SC ETF | 8,778 | $316.8 萬 | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 24,839 | $303.4 萬 | 1.3% | – | – | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 93,362 | $257.4 萬 | 1.1% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 24,685 | $257.0 萬 | 1.1% | – | – | – |
| SLViShares Silver Trust | ETF | 71,999 | $163.4 萬 | 0.7% | – | – | 歷史 |
| Amplify ETF Tr032108102 | ONLIN RETL ETF | 12,629 | $156.8 萬 | 0.7% | – | – | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 19,728 | $154.3 萬 | 0.6% | – | – | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 4,991 | $147.4 萬 | 0.6% | – | – | – |
| Vanguard Treasury Money Market Fund Investor Class (Govt)921932109 | MM | 1,437,666 | $143.8 萬 | 0.6% | – | – | – |
| NFLXNetflix Inc | Stock | 2,687 | $140.2 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,703 | $138.5 萬 | 0.6% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 14,171 | $136.5 萬 | 0.6% | – | – | – |
| Flexshares Tr33939L696 | STOX US ESG SLCT | 12,775 | $124.4 萬 | 0.5% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 18,113 | $123.7 萬 | 0.5% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 18,343 | $117.5 萬 | 0.5% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 23,646 | $108.2 萬 | 0.5% | – | – | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 20,643 | $102.2 萬 | 0.4% | – | – | – |
| Flexshares Tr33939L761 | CR SCD US BD | 18,884 | $101.0 萬 | 0.4% | – | – | – |
| Flexshares Tr33939L506 | IBOXX 3R TARGT | 35,126 | $92.6 萬 | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 7,294 | $91.5 萬 | 0.4% | – | – | – |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 5,933 | $80.5 萬 | 0.3% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,860 | $76.1 萬 | 0.3% | – | – | – |
| USBUS Bancorp DE | COM NEW | 13,462 | $74.5 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 32,735 | $72.4 萬 | 0.3% | – | – | – |
| Flexshares Tr33939L654 | US QT LW VLTY | 15,409 | $72.1 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 10,634 | $60.8 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,438 | $57.0 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 12,933 | $55.4 萬 | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 5,714 | $49.8 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 6,248 | $47.7 萬 | 0.2% | – | – | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 3,295 | $46.2 萬 | 0.2% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 28,032 | $45.6 萬 | 0.2% | – | – | 歷史 |
| Flexshares Tr33939L886 | ULTR SHO INC FD | 5,909 | $45.0 萬 | 0.2% | – | – | – |
| GATXGatx Corp | COM | 4,500 | $41.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,831 | $40.4 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 2,852 | $40.3 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,313 | $39.6 萬 | 0.2% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 3,442 | $39.3 萬 | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 9,834 | $37.8 萬 | 0.2% | – | – | – |
| Vanguard Communication Services ETF92204A884 | ETF | 2,883 | $37.5 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,945 | $37.5 萬 | 0.2% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 6,704 | $37.0 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,832 | $35.6 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 7,457 | $35.1 萬 | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,072 | $34.7 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,123 | $32.4 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,424 | $32.3 萬 | 0.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 3,312 | $30.2 萬 | 0.1% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 3,500 | $29.6 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 421 | $28.1 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,213 | $27.7 萬 | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 2,376 | $27.3 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 7,753 | $24.8 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 39,097 | $24.6 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,000 | $23.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,470 | $21.3 萬 | 0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 3,200 | $20.7 萬 | 0.1% | – | – | 歷史 |
| Flexshares Tr33939L647 | DEV MRK EX LOW | 7,713 | $20.6 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 2,648 | $20.0 萬 | 0.1% | – | – | 歷史 |
| DTEDte Energy Co | COM | 1,386 | $18.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 3,487 | $17.7 萬 | 0.1% | – | – | – |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 6,843 | $17.6 萬 | 0.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 6,281 | $16.5 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 5,427 | $15.8 萬 | 0.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,415 | $15.7 萬 | 0.1% | – | – | – |
| MSMorgan Stanley | Stock | 2,000 | $15.5 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 3,088 | $14.6 萬 | 0.1% | – | – | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 3,391 | $14.3 萬 | 0.1% | – | – | – |
| SOSouthern Co | Stock | 2,208 | $13.7 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 600 | $13.2 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,236 | $13.0 萬 | 0.1% | – | – | 歷史 |
| MGEEMge Energy Inc | COM | 1,820 | $13.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,551 | $12.8 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 960 | $12.6 萬 | 0.1% | – | – | – |
| SNOWSnowflake Inc. | Stock | 983 | $12.3 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 37 | $11.4 萬 | <0.1% | – | – | 歷史 |