Appleton Group, LLC
- SEC CIK
- 0001454759
- 最新申報
- 2023/11/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/7 申報。只含多頭部位。
- 持股檔數
- 43
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7,647 萬
- 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 283,900 | $1,853 萬 | 24.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 186,977 | $1,796 萬 | 23.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 135,419 | $1,350 萬 | 17.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 246,757 | $370.1 萬 | 4.8% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 27,671 | $228.3 萬 | 3.0% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,448 | $213.5 萬 | 2.8% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 38,362 | $207.0 萬 | 2.7% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 17,408 | $129.6 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,704 | $107.2 萬 | 1.4% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,293 | $95.4 萬 | 1.2% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 5,343 | $85.2 萬 | 1.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 21,725 | $81.7 萬 | 1.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 17,895 | $56.9 萬 | 0.7% | – | – | – |
| BLDRBuilders FirstSource, Inc. | Stock | 12,156 | $56.4 萬 | 0.7% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,912 | $56.3 萬 | 0.7% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 6,131 | $47.1 萬 | 0.6% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 1,662 | $43.9 萬 | 0.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,290 | $42.3 萬 | 0.6% | – | – | 歷史 |
| SKXSkechers USA Inc | CL A | 9,996 | $41.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,221 | $39.9 萬 | 0.5% | – | – | – |
| AXPAmerican Express Co | Stock | 2,808 | $39.7 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78468R796 | ST STR SP500FF | 4,004 | $39.3 萬 | 0.5% | – | – | – |
| EXRExtra Space Storage Inc. | COM | 2,964 | $39.3 萬 | 0.5% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 7,550 | $37.0 萬 | 0.5% | – | – | – |
| ETNEaton Corp plc | Stock | 2,589 | $35.8 萬 | 0.5% | – | – | 歷史 |
| NICNicolet Bankshares Inc | COM | 4,285 | $35.8 萬 | 0.5% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,642 | $34.9 萬 | 0.5% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 2,645 | $34.9 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 9,561 | $34.6 萬 | 0.5% | – | – | 歷史 |
| VMWVmware LLC | CL A COM | 2,303 | $34.6 萬 | 0.5% | – | – | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 4,390 | $34.3 萬 | 0.4% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 9,912 | $33.8 萬 | 0.4% | – | – | – |
| MARMarriott International Inc | Stock | 2,205 | $32.7 萬 | 0.4% | – | – | 歷史 |
| CRUSCirrus Logic, Inc. | Stock | 3,748 | $31.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,117 | $28.7 萬 | 0.4% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,886 | $28.4 萬 | 0.4% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 4,346 | $27.8 萬 | 0.4% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 2,535 | $27.6 萬 | 0.4% | – | – | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,478 | $27.4 萬 | 0.4% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 1,632 | $27.4 萬 | 0.4% | – | – | – |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,988 | $27.2 萬 | 0.4% | – | – | – |
| HQYHealthequity, Inc. | COM | 4,005 | $27.2 萬 | 0.4% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 1,710 | $25.7 萬 | 0.3% | – | – | 歷史 |