Aspiriant, LLC
- SEC CIK
- 0001433541
- 最新申報
- 2026/7/20
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
- 201
- 2020 年第 4 季沒有 13F 資料
- 總值
- $15.6 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 Inc464286525 | MSCI GBL MIN VOL | 2,581,179 | $2.55 億 | 16.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,103,277 | $1.83 億 | 11.7% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 2,246,714 | $1.55 億 | 9.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 587,471 | $8,642 萬 | 5.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 976,149 | $6,284 萬 | 4.0% | – | – | – |
| BILLBILL Holdings, Inc. | Stock | 402,739 | $5,860 萬 | 3.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 147,702 | $5,380 萬 | 3.4% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 1,019,807 | $5,198 萬 | 3.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 523,171 | $4,433 萬 | 2.8% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 380,058 | $4,411 萬 | 2.8% | – | – | – |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 955,102 | $4,237 萬 | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 336,054 | $4,105 萬 | 2.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 89,604 | $3,564 萬 | 2.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 66,845 | $2,650 萬 | 1.7% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 331,014 | $2,326 萬 | 1.5% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 333,548 | $2,024 萬 | 1.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 68,785 | $1,757 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 106,883 | $1,705 萬 | 1.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 73,899 | $1,654 萬 | 1.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 47,113 | $1,388 萬 | 0.9% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 396,741 | $1,351 萬 | 0.9% | – | – | – |
| New York Life Investments Et45409B107 | HEDGE MULTI STRA | 402,378 | $1,280 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 50,798 | $1,123 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 43,197 | $1,018 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 43,099 | $890.8 萬 | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 4,149 | $856.3 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 182,524 | $794.9 萬 | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 109,228 | $755.6 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 117,377 | $610.9 萬 | 0.4% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 53,386 | $607.8 萬 | 0.4% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 112,684 | $601.2 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 35,577 | $539.3 萬 | 0.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 22,352 | $530.2 萬 | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 13,923 | $499.3 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 97,436 | $478.2 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 47,123 | $452.4 萬 | 0.3% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 46,931 | $446.6 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,968 | $407.0 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 23,949 | $393.4 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 65,254 | $387.1 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 27,985 | $379.1 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 49,201 | $372.9 萬 | 0.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 50,170 | $360.5 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 22,609 | $344.1 萬 | 0.2% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 16,761 | $339.3 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 18,093 | $333.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,937 | $314.8 萬 | 0.2% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 19,972 | $311.5 萬 | 0.2% | – | – | – |
| RYRoyal Bank of Canada | Stock | 32,315 | $298.0 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 40,698 | $297.1 萬 | 0.2% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 29,744 | $297.0 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 32,226 | $296.0 萬 | 0.2% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 53,875 | $288.6 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 34,631 | $285.8 萬 | 0.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 38,203 | $282.2 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 19,711 | $279.0 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 7 | $270.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 37,162 | $267.4 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 855 | $264.4 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 12,108 | $256.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 11,904 | $255.1 萬 | 0.2% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 39,521 | $249.5 萬 | 0.2% | – | – | – |
| Fidelity Merrimack STR Tr316188309 | TOTAL BD ETF | 46,926 | $245.9 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 18,314 | $219.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 22,359 | $204.7 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,928 | $203.8 萬 | 0.1% | – | – | – |
| UNPUnion Pacific Corp | Stock | 9,151 | $202.1 萬 | 0.1% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 19,068 | $196.6 萬 | 0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 27,892 | $184.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 19,785 | $184.1 萬 | 0.1% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 15,158 | $167.5 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 6,853 | $166.6 萬 | 0.1% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 29,342 | $163.5 萬 | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 7,250 | $163.3 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 24,290 | $158.4 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 11,860 | $157.4 萬 | 0.1% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 2,897 | $156.8 萬 | 0.1% | – | – | 歷史 |
| FROGJFrog Ltd | Stock | 34,360 | $152.5 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,079 | $146.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 7,902 | $146.5 萬 | 0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 26,157 | $144.9 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 13,760 | $144.2 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 19,184 | $142.8 萬 | 0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,141 | $142.5 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 35,128 | $136.0 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 25,000 | $135.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,252 | $132.6 萬 | 0.1% | – | – | – |
| ESTCElastic N.V. | ORD SHS | 11,578 | $128.9 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 6,634 | $127.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,423 | $121.4 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 6,237 | $118.6 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 18,345 | $117.8 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,427 | $115.4 萬 | 0.1% | – | – | 歷史 |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 36,510 | $112.2 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 14,541 | $111.9 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 21,521 | $111.4 萬 | 0.1% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 11,363 | $111.3 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 17,829 | $110.7 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 15,420 | $108.2 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 10,506 | $107.3 萬 | 0.1% | – | – | – |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| WFCWells Fargo & Company | Stock | – | $7.80 萬 |