BSW Wealth Partners
- SEC CIK
- 0001512601
- 最新申報
- 2026/7/15
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 214
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.46 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 Core S&P 500 ETF464287200 | ETF | 187,041 | $7,441 萬 | 21.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 325,076 | $2,342 萬 | 6.8% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 55,601 | $2,204 萬 | 6.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 133,885 | $1,635 萬 | 4.7% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 54,938 | $1,430 萬 | 4.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 158,283 | $1,201 萬 | 3.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 185,845 | $1,196 萬 | 3.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 52,186 | $1,153 萬 | 3.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 178,988 | $879.0 萬 | 2.5% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 334,591 | $544.0 萬 | 1.6% | – | – | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 124,851 | $537.2 萬 | 1.6% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 97,830 | $521.8 萬 | 1.5% | – | – | – |
| iShares Tr46434V464 | LOW CA OP MS ETF | 27,811 | $434.2 萬 | 1.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 29,184 | $395.2 萬 | 1.1% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 39,758 | $378.3 萬 | 1.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 87,671 | $329.8 萬 | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,037 | $320.9 萬 | 0.9% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 60,161 | $313.1 萬 | 0.9% | – | – | – |
| PFEPfizer Inc | Stock | 84,876 | $307.5 萬 | 0.9% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 40,318 | $306.0 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,901 | $304.2 萬 | 0.9% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 20,316 | $287.4 萬 | 0.8% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 14,484 | $267.3 萬 | 0.8% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 7,301 | $266.0 萬 | 0.8% | – | – | – |
| KOCoca Cola Co | Stock | 40,364 | $212.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,771 | $211.5 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 11,379 | $173.2 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,025 | $171.8 萬 | 0.5% | – | – | – |
| LINLinde PLC | SHS | 5,966 | $167.1 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 795 | $164.5 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 771 | $159.0 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,277 | $157.4 萬 | 0.5% | – | – | – |
| DHRDanaher Corp | Stock | 6,544 | $147.3 萬 | 0.4% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 44,394 | $141.1 萬 | 0.4% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 7,849 | $118.0 萬 | 0.3% | – | – | 歷史 |
| MVISMicrovision, Inc. | COM NEW | 60,000 | $111.3 萬 | 0.3% | – | – | 歷史 |
| VFCV F Corp | Stock | 13,714 | $109.6 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,513 | $107.0 萬 | 0.3% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 7,964 | $106.4 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 16,610 | $106.3 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,534 | $104.1 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,799 | $97.1 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,122 | $95.3 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 6,984 | $93.1 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,543 | $90.6 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,709 | $90.3 萬 | 0.3% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,580 | $89.7 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 7,450 | $89.3 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 1,427 | $88.1 萬 | 0.3% | – | – | 歷史 |
| PDMPiedmont Realty Trust, Inc. | COM CL A | 49,996 | $86.8 萬 | 0.3% | – | – | 歷史 |
| ACNAccenture plc | Stock | 3,082 | $85.1 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,496 | $84.9 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 2,197 | $84.2 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,253 | $83.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 16,561 | $83.3 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 3,326 | $82.7 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,521 | $81.2 萬 | 0.2% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 6,350 | $80.7 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 7,134 | $77.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 7,648 | $74.4 萬 | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 5,477 | $72.8 萬 | 0.2% | – | – | 歷史 |
| DELLDell Technologies Inc. | Stock | 8,097 | $71.4 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,348 | $70.9 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,256 | $68.5 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,684 | $67.9 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 3,156 | $66.9 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,054 | $64.8 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,863 | $64.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 16,678 | $64.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,897 | $64.1 萬 | 0.2% | – | – | – |
| ADBEAdobe Inc. | Stock | 1,337 | $63.6 萬 | 0.2% | – | – | 歷史 |
| CCitigroup Inc | Stock | 8,686 | $63.2 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 5,133 | $60.6 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,558 | $60.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,250 | $60.2 萬 | 0.2% | – | – | – |
| GWWW.W. Grainger, Inc. | Stock | 1,492 | $59.8 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,435 | $59.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 19,470 | $58.9 萬 | 0.2% | – | – | 歷史 |
| RDFNRedfin Corp | COM | 8,811 | $58.7 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,439 | $58.3 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,662 | $57.8 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,564 | $57.5 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,537 | $57.2 萬 | 0.2% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 3,178 | $55.7 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,934 | $54.8 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,704 | $54.4 萬 | 0.2% | – | – | – |
| COLBColumbia Banking System, Inc. | COM | 11,611 | $50.0 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,405 | $49.5 萬 | 0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 2,310 | $49.5 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 9,099 | $49.2 萬 | 0.1% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 8,555 | $47.8 萬 | 0.1% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 5,112 | $46.6 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,815 | $46.2 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 5,092 | $45.9 萬 | 0.1% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 2,567 | $45.4 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,989 | $45.1 萬 | 0.1% | – | – | 歷史 |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 8,040 | $45.1 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,203 | $45.0 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 3,936 | $44.8 萬 | 0.1% | – | – | – |
| JDJD.com, Inc. | SPON ADS CL A | 5,260 | $44.4 萬 | 0.1% | – | – | 歷史 |