Resource Planning Group
- SEC CIK
- 0001537147
- 最新申報
- 2024/1/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/14 申報。只含多頭部位。
- 持股檔數
- 66
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.53 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 U.S. Aggregate Bond ETF464287226 | ETF | 258,305 | $2,936 萬 | 19.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 177,380 | $1,650 萬 | 10.8% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 57,669 | $1,069 萬 | 7.0% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 160,299 | $980.4 萬 | 6.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 185,163 | $963.8 萬 | 6.3% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 239,395 | $896.8 萬 | 5.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 38,619 | $819.2 萬 | 5.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 132,691 | $606.4 萬 | 4.0% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 46,251 | $264.2 萬 | 1.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 30,143 | $255.4 萬 | 1.7% | – | – | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 14,413 | $254.2 萬 | 1.7% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 78,756 | $250.3 萬 | 1.6% | – | – | – |
| KOCoca Cola Co | Stock | 46,037 | $242.7 萬 | 1.6% | – | – | 歷史 |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 80,087 | $237.9 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 13,592 | $178.7 萬 | 1.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 13,480 | $169.2 萬 | 1.1% | – | – | – |
| Hartford Multifactor Emerging Markets ETF518416201 | ETF | 67,957 | $165.3 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,138 | $157.8 萬 | 1.0% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 19,013 | $156.3 萬 | 1.0% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 41,812 | $155.9 萬 | 1.0% | – | – | – |
| Lattice Strategies Tr518416409 | HARTFORD US EQTY | 40,395 | $152.2 萬 | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 9,860 | $145.8 萬 | 1.0% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 25,970 | $141.9 萬 | 0.9% | – | – | – |
| AMGNAmgen Inc | Stock | 10,784 | $135.1 萬 | 0.9% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 6,441 | $115.8 萬 | 0.8% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,574 | $109.1 萬 | 0.7% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 10,704 | $106.7 萬 | 0.7% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 19,316 | $103.1 萬 | 0.7% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 26,883 | $101.1 萬 | 0.7% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,570 | $93.8 萬 | 0.6% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 5,973 | $90.5 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,592 | $85.1 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,354 | $79.1 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,834 | $72.7 萬 | 0.5% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 13,886 | $71.2 萬 | 0.5% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 14,531 | $70.1 萬 | 0.5% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 6,985 | $68.6 萬 | 0.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 12,516 | $67.5 萬 | 0.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,068 | $66.0 萬 | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 5,506 | $62.3 萬 | 0.4% | – | – | – |
| PEPPepsiCo Inc | Stock | 4,343 | $61.4 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 9,249 | $57.5 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,291 | $51.4 萬 | 0.3% | – | – | – |
| SONSonoco Products Co | COM | 7,245 | $45.9 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,271 | $44.4 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 6,964 | $44.0 萬 | 0.3% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,281 | $43.4 萬 | 0.3% | – | – | – |
| TFCTruist Financial Corp | COM | 7,295 | $42.5 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,399 | $41.2 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 10,564 | $40.9 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,822 | $40.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,065 | $34.2 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 110 | $34.0 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,813 | $33.2 萬 | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,037 | $30.7 萬 | 0.2% | – | – | – |
| YUMYum Brands Inc | Stock | 2,656 | $28.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464289479 | CORE LT USDB ETF | 4,001 | $27.4 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,701 | $27.2 萬 | 0.2% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 7,883 | $25.3 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 976 | $24.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,607 | $24.2 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 3,924 | $22.8 萬 | 0.1% | – | – | – |
| TJXTJX Companies Inc | Stock | 3,215 | $21.3 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 6,972 | $21.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,435 | $21.1 萬 | 0.1% | – | – | – |
| BABoeing Co | Stock | 793 | $20.2 萬 | 0.1% | – | – | 歷史 |