Tiedemann Advisors, LLC
- SEC CIK
- 0001483232
- 最新申報
- 2023/11/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 329
- 2020 年第 4 季沒有 13F 資料
- 總值
- $22.8 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 7,660,177 | $3.51 億 | 15.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 882,396 | $2.30 億 | 10.1% | – | – | – |
| ORCLOracle Corp | Stock | 2,204,146 | $1.55 億 | 6.8% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 1,429,546 | $1.31 億 | 5.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 584,728 | $1.21 億 | 5.3% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 4,453,378 | $1.02 億 | 4.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 214,821 | $8,542 萬 | 3.7% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 4,278,749 | $6,958 萬 | 3.0% | – | – | 歷史 |
| PCARPaccar Inc | COM | 727,000 | $6,755 萬 | 3.0% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 1,458,013 | $6,349 萬 | 2.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 626,038 | $5,750 萬 | 2.5% | – | – | – |
| UBERUber Technologies, Inc | Stock | 807,040 | $4,399 萬 | 1.9% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 245,949 | $3,005 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 13,171 | $2,717 萬 | 1.2% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 246,849 | $2,617 萬 | 1.1% | – | – | 歷史 |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 519,846 | $2,603 萬 | 1.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 61,328 | $2,440 萬 | 1.1% | – | – | – |
| ADBEAdobe Inc. | Stock | 48,341 | $2,298 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 87,916 | $2,086 萬 | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 333,883 | $1,942 萬 | 0.9% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 330,213 | $1,844 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 236,275 | $1,793 萬 | 0.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 68,408 | $1,663 萬 | 0.7% | – | – | – |
| GOOGAlphabet Inc. | Stock | 6,931 | $1,434 萬 | 0.6% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 104,725 | $1,389 萬 | 0.6% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 167,098 | $1,310 萬 | 0.6% | – | – | – |
| LBRDKLiberty Broadband Corp | COM SER C | 81,097 | $1,218 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,885 | $1,202 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 75,406 | $1,143 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 44,125 | $1,040 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 46,390 | $1,038 萬 | 0.5% | – | – | – |
| INTCIntel Corp | Stock | 156,767 | $1,003 萬 | 0.4% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 175,856 | $908.5 萬 | 0.4% | – | – | – |
| GSGoldman Sachs Group Inc | Stock | 26,374 | $862.6 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 68,067 | $803.3 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 47,104 | $774.0 萬 | 0.3% | – | – | 歷史 |
| HTBKHeritage Commerce Corp | COM | 616,262 | $753.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 121,825 | $749.4 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 19,787 | $720.8 萬 | 0.3% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 46,135 | $720.0 萬 | 0.3% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 32,240 | $712.5 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 10,414 | $695.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 72,446 | $689.3 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 120,382 | $591.1 萬 | 0.3% | – | – | – |
| CMECME Group Inc. | COM | 28,332 | $578.5 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 87,290 | $568.3 萬 | 0.2% | – | – | – |
| SNOWSnowflake Inc. | Stock | 24,223 | $555.4 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 18,075 | $532.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 19,716 | $506.6 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 32,076 | $488.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 21,643 | $479.0 萬 | 0.2% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 215,934 | $475.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 48,530 | $472.0 萬 | 0.2% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 51,796 | $470.4 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 21,954 | $464.8 萬 | 0.2% | – | – | 歷史 |
| MDXGMimedx Group, Inc. | COM | 444,913 | $458.1 萬 | 0.2% | – | – | 歷史 |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 104,570 | $453.4 萬 | 0.2% | – | – | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 101,466 | $447.6 萬 | 0.2% | – | – | – |
| CRMSalesforce, Inc. | Stock | 20,525 | $434.8 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 42,447 | $433.2 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 11,785 | $422.5 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 38,431 | $417.1 萬 | 0.2% | – | – | – |
| TRPTC Energy Corp | COM | 90,811 | $415.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 65,884 | $413.2 萬 | 0.2% | – | – | – |
| UPWKUpwork, Inc | COM | 90,065 | $403.2 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 77,455 | $400.3 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 10 | $385.7 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 34,693 | $379.1 萬 | 0.2% | – | – | 歷史 |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 80,105 | $353.1 萬 | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 70,825 | $347.5 萬 | 0.2% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 43,935 | $333.6 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 12,830 | $327.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 62,563 | $325.9 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 6,221 | $324.7 萬 | 0.1% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 15,542 | $313.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 20,444 | $310.0 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 23,423 | $307.8 萬 | 0.1% | – | – | – |
| PENPenumbra Inc | COM | 11,227 | $303.9 萬 | 0.1% | – | – | 歷史 |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 41,437 | $302.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 34,474 | $292.1 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 53,410 | $289.0 萬 | 0.1% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 37,268 | $287.7 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 20,091 | $284.1 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 20,458 | $279.2 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 17,354 | $277.7 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 7,621 | $271.3 萬 | 0.1% | – | – | 歷史 |
| DOWDow Inc. | Stock | 42,331 | $270.7 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 86,863 | $263.0 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 8,680 | $261.1 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 7,950 | $254.0 萬 | 0.1% | – | – | – |
| SFIXStitch Fix, Inc. | Stock | 50,720 | $251.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,503 | $249.6 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 20,491 | $245.5 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 6,382 | $237.3 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 21,580 | $233.5 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 12,122 | $229.6 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 12,154 | $224.0 萬 | 0.1% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 8,408 | $222.3 萬 | 0.1% | – | – | 歷史 |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 21,477 | $220.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 38,177 | $203.7 萬 | 0.1% | – | – | – |