Retirement Planning Group
- SEC CIK
- 0001508195
- 最新申報
- 2026/8/5
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 61
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.26 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 1,067,300 | $1.03 億 | 14.2% | – | – | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 1,488,684 | $8,816 萬 | 12.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 203,017 | $7,396 萬 | 10.2% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 916,361 | $7,250 萬 | 10.0% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 577,314 | $4,891 萬 | 6.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 305,518 | $4,494 萬 | 6.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 515,538 | $3,567 萬 | 4.9% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 778,081 | $3,561 萬 | 4.9% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 916,539 | $3,340 萬 | 4.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 625,197 | $3,254 萬 | 4.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 790,867 | $2,983 萬 | 4.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 727,655 | $2,737 萬 | 3.8% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 293,741 | $1,678 萬 | 2.3% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 249,094 | $1,344 萬 | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 114,078 | $908.5 萬 | 1.3% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 268,327 | $886.6 萬 | 1.2% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 104,539 | $528.1 萬 | 0.7% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 42,396 | $483.7 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 37,570 | $458.9 萬 | 0.6% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 16,514 | $435.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 25,049 | $290.7 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 49,624 | $243.7 萬 | 0.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,656 | $185.2 萬 | 0.3% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 30,617 | $172.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,401 | $164.5 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 16,680 | $153.2 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,176 | $143.0 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,875 | $114.9 萬 | 0.2% | – | – | 歷史 |
| EVRGEvergy, Inc. | Stock | 17,874 | $106.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,956 | $103.0 萬 | 0.1% | – | – | – |
| J P Morgan Exchange-Traded F46641Q787 | US MINMUM VOLT | 29,945 | $100.2 萬 | 0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,009 | $88.6 萬 | 0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,730 | $83.5 萬 | 0.1% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 10,119 | $83.2 萬 | 0.1% | – | – | – |
| CERNCERNER Corp | COM | 11,456 | $82.3 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 259 | $80.1 萬 | 0.1% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 5,063 | $76.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,071 | $72.9 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,534 | $72.3 萬 | 0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 22,677 | $72.1 萬 | 0.1% | – | – | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 13,655 | $70.0 萬 | 0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 9,309 | $68.8 萬 | 0.1% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 15,644 | $63.6 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,501 | $59.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,082 | $51.0 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,393 | $49.5 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 3,414 | $46.4 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,680 | $42.9 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,009 | $40.8 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 807 | $38.4 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,793 | $32.3 萬 | <0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,251 | $31.9 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,370 | $30.3 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 5,346 | $26.3 萬 | <0.1% | – | – | – |
| CNICanadian National Railway Co | Stock | 2,144 | $24.9 萬 | <0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,017 | $22.8 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,520 | $22.7 萬 | <0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 930 | $22.6 萬 | <0.1% | – | – | – |
| TAT&T Inc. | Stock | 7,060 | $21.4 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,387 | $21.1 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,229 | $20.2 萬 | <0.1% | – | – | 歷史 |