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 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 1,442 | $10.9 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 788 | $10.6 萬 | <0.1% | – | – | – |
| 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 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 190 | $9.00 萬 | <0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 522 | $8.60 萬 | <0.1% | – | – | – |
| DFSDiscover Financial Services | COM | 900 | $8.50 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% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 1,000 | $7.70 萬 | <0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 985 | $7.50 萬 | <0.1% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 2,059 | $7.30 萬 | <0.1% | – | – | 歷史 |
| 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% | – | – | – |
| 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% | – | – | – |
| VVisa Inc. | Stock | 288 | $6.10 萬 | <0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 300 | $5.50 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 947 | $5.30 萬 | <0.1% | – | – | – |
| 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% | – | – | – |
| PGProcter & Gamble Co | Stock | 314 | $4.30 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 250 | $4.10 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464287341 | GLOBAL ENERG ETF | 1,607 | $4.00 萬 | <0.1% | – | – | – |
| 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 |
| 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 |
| TAT&T Inc. | Stock | 1,101 | $3.30 萬 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 225 | $3.20 萬 | <0.1% | – | – | 歷史 |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 3,224 | $2.90 萬 | <0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 500 | $2.80 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 |
| OXYOccidental Petroleum Corp | Stock | 824 | $2.20 萬 | <0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 150 | $2.10 萬 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 100 | $1.90 萬 | <0.1% | – | – | 歷史 |
| HASHasbro, Inc. | COM | 200 | $1.90 萬 | <0.1% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 166 | $1.80 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% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 300 | $1.60 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288695 | GLOBAL MATER ETF | 187 | $1.60 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 |
| 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% | – | – | – |
| iShares Tr464287390 | LATN AMER 40 ETF | 334 | $9,000 | <0.1% | – | – | – |
| 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 |
| NAVINavient Corp | COM | 500 | $7,000 | <0.1% | – | – | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 20 | $4,000 | <0.1% | – | – | 歷史 |
| ETF Managers Tr26924G508 | ETFMG ALTR HRVST | 133 | $3,000 | <0.1% | – | – | – |
| TSITCW Strategic Income Fund Inc | COM | 600 | $3,000 | <0.1% | – | – | 歷史 |
| 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% | – | – | – |