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 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 12 | $2,000 | <0.1% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 13 | $2,000 | <0.1% | – | – | – |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 133 | $3,000 | <0.1% | – | – | – |
| TSITCW Strategic Income Fund Inc | COM | 600 | $3,000 | <0.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 20 | $4,000 | <0.1% | – | – | 歷史 |
| NAVINavient Corp | COM | 500 | $7,000 | <0.1% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 78 | $8,000 | <0.1% | – | – | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 300 | $8,000 | <0.1% | – | – | 歷史 |
| iShares Tr464287390 | LATN AMER 40 ETF | 334 | $9,000 | <0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 37 | $1.00 萬 | <0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 200 | $1.00 萬 | <0.1% | – | – | 歷史 |
| CCEPCoca-Cola Europacific Partners plc | SHS | 200 | $1.00 萬 | <0.1% | – | – | 歷史 |
| Guaranteed Fixed Interest Fund Adv Tr Class R1853528255 | MM | 10,331 | $1.00 萬 | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 411 | $1.30 萬 | <0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 48 | $1.30 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 300 | $1.60 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 187 | $1.60 萬 | <0.1% | – | – | – |
| FFord Motor Co | Stock | 1,400 | $1.70 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 148 | $1.70 萬 | <0.1% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 166 | $1.80 萬 | <0.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 100 | $1.90 萬 | <0.1% | – | – | 歷史 |
| HASHasbro, Inc. | COM | 200 | $1.90 萬 | <0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 150 | $2.10 萬 | <0.1% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 824 | $2.20 萬 | <0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 320 | $2.40 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 130 | $2.40 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 158 | $2.40 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 500 | $2.80 萬 | <0.1% | – | – | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 3,224 | $2.90 萬 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 225 | $3.20 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 1,101 | $3.30 萬 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 4,642 | $3.60 萬 | <0.1% | – | – | 歷史 |
| AEEAmeren Corp | COM | 444 | $3.60 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 150 | $3.80 萬 | <0.1% | – | – | 歷史 |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 560 | $3.80 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 1,607 | $4.00 萬 | <0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 250 | $4.10 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 314 | $4.30 萬 | <0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 900 | $5.00 萬 | <0.1% | – | – | 歷史 |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 895 | $5.00 萬 | <0.1% | – | – | – |
| Flexshares Tr33939L787 | GLB QLT R/E IDX | 827 | $5.00 萬 | <0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 439 | $5.00 萬 | <0.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 947 | $5.30 萬 | <0.1% | – | – | – |
| DISWalt Disney Co | Stock | 300 | $5.50 萬 | <0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 288 | $6.10 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 1,180 | $6.60 萬 | <0.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 1,083 | $6.60 萬 | <0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 197 | $6.90 萬 | <0.1% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 1,200 | $6.90 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 1,380 | $6.90 萬 | <0.1% | – | – | – |
| WYWeyerhaeuser Co | COM NEW | 2,059 | $7.30 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 985 | $7.50 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,000 | $7.70 萬 | <0.1% | – | – | 歷史 |
| iShares Inc464286327 | MSCI GLB SLV&MTL | 5,549 | $8.20 萬 | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 1,502 | $8.20 萬 | <0.1% | – | – | – |
| DFSDiscover Financial Services | COM | 900 | $8.50 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 522 | $8.60 萬 | <0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 190 | $9.00 萬 | <0.1% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 260 | $10.5 萬 | <0.1% | – | – | 歷史 |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 6,306 | $10.5 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 788 | $10.6 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 1,442 | $10.9 萬 | <0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 37 | $11.4 萬 | <0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 983 | $12.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 960 | $12.6 萬 | 0.1% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 1,551 | $12.8 萬 | 0.1% | – | – | – |
| 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 |
| UNPUnion Pacific Corp | Stock | 600 | $13.2 萬 | 0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 2,208 | $13.7 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 3,391 | $14.3 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 3,088 | $14.6 萬 | 0.1% | – | – | – |
| MSMorgan Stanley | Stock | 2,000 | $15.5 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 2,415 | $15.7 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 5,427 | $15.8 萬 | 0.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 6,281 | $16.5 萬 | 0.1% | – | – | – |
| WisdomTree Bloomberg US Dollar Bullish Fund97717W471 | ETF | 6,843 | $17.6 萬 | 0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 3,487 | $17.7 萬 | 0.1% | – | – | – |
| DTEDte Energy Co | COM | 1,386 | $18.5 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 2,648 | $20.0 萬 | 0.1% | – | – | 歷史 |
| Flexshares Tr33939L647 | DEV MRK EX LOW | 7,713 | $20.6 萬 | 0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 3,200 | $20.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,470 | $21.3 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,000 | $23.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 39,097 | $24.6 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138G805 | TAXABLE MUN BD | 7,753 | $24.8 萬 | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 2,376 | $27.3 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 3,213 | $27.7 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 421 | $28.1 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 3,500 | $29.6 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 3,312 | $30.2 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 4,424 | $32.3 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,123 | $32.4 萬 | 0.1% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,072 | $34.7 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 7,457 | $35.1 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,832 | $35.6 萬 | 0.1% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 6,704 | $37.0 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 Tr464288687 | PFD AND INCM SEC | 9,834 | $37.8 萬 | 0.2% | – | – | – |