Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- 最新申報
- 2025/2/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/3 申報。只含多頭部位。
- 持股檔數
- 188
- 2020 年第 4 季沒有 13F 資料
- 總值
- $8.52 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 Tr464287150 | CORE S&P TTL STK | 614,257 | $5,627 萬 | 6.6% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 905,507 | $4,833 萬 | 5.7% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 393,781 | $3,249 萬 | 3.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 459,506 | $3,179 萬 | 3.7% | – | – | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 550,654 | $2,938 萬 | 3.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 471,016 | $2,657 萬 | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 213,909 | $2,613 萬 | 3.1% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 497,727 | $2,565 萬 | 3.0% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 236,281 | $2,038 萬 | 2.4% | – | – | – |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 622,072 | $1,848 萬 | 2.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 394,472 | $1,839 萬 | 2.2% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 553,784 | $1,830 萬 | 2.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 461,423 | $1,749 萬 | 2.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 152,563 | $1,656 萬 | 1.9% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 176,785 | $1,498 萬 | 1.8% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 46,852 | $1,380 萬 | 1.6% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 134,146 | $1,356 萬 | 1.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 52,070 | $1,228 萬 | 1.4% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 175,156 | $1,063 萬 | 1.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 52,831 | $898.0 萬 | 1.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 154,197 | $850.8 萬 | 1.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 150,361 | $782.6 萬 | 0.9% | – | – | – |
| HDHome Depot, Inc. | Stock | 25,417 | $775.8 萬 | 0.9% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 11,025 | $749.3 萬 | 0.9% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 9,617 | $725.1 萬 | 0.9% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 128,518 | $702.2 萬 | 0.8% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 103,639 | $696.7 萬 | 0.8% | – | – | – |
| JCIJohnson Controls International plc | Stock | 115,478 | $689.0 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,094 | $648.0 萬 | 0.8% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 38,704 | $640.7 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 46,737 | $632.9 萬 | 0.7% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 45,607 | $619.4 萬 | 0.7% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 81,697 | $613.6 萬 | 0.7% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 355,676 | $613.0 萬 | 0.7% | – | – | – |
| EMREmerson Electric Co | Stock | 67,526 | $609.2 萬 | 0.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 42,863 | $606.3 萬 | 0.7% | – | – | 歷史 |
| ACNAccenture plc | Stock | 21,772 | $601.4 萬 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 26,554 | $595.1 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 49,183 | $589.4 萬 | 0.7% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 31,202 | $588.0 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 35,720 | $587.0 萬 | 0.7% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 59,601 | $584.2 萬 | 0.7% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 44,919 | $579.5 萬 | 0.7% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 37,898 | $569.9 萬 | 0.7% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 32,061 | $551.8 萬 | 0.6% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 14,773 | $549.6 萬 | 0.6% | – | – | 歷史 |
| RTXRTX Corp | Stock | 69,251 | $535.1 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 91,992 | $534.9 萬 | 0.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 145,317 | $526.4 萬 | 0.6% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 30,568 | $524.5 萬 | 0.6% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 44,015 | $523.9 萬 | 0.6% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 51,463 | $511.2 萬 | 0.6% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 80,918 | $511.0 萬 | 0.6% | – | – | – |
| CRMSalesforce, Inc. | Stock | 24,085 | $510.2 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 20,547 | $498.9 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 47,056 | $497.4 萬 | 0.6% | – | – | – |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 67,368 | $490.9 萬 | 0.6% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 13,205 | $487.9 萬 | 0.6% | – | – | 歷史 |
| KEYSKeysight Technologies, Inc. | Stock | 32,962 | $472.6 萬 | 0.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 13,164 | $468.7 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,246 | $463.3 萬 | 0.5% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 93,271 | $453.7 萬 | 0.5% | – | – | – |
| NEENextera Energy Inc | Stock | 58,708 | $443.8 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 26,823 | $429.0 萬 | 0.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 7,992 | $426.7 萬 | 0.5% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 22,757 | $419.6 萬 | 0.5% | – | – | 歷史 |
| FIVEFive Below, Inc | COM | 21,036 | $401.3 萬 | 0.5% | – | – | 歷史 |
| EPAMEPAM Systems, Inc. | COM | 9,133 | $362.2 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 50,248 | $328.7 萬 | 0.4% | – | – | – |
| GPNGlobal Payments Inc | Stock | 15,980 | $322.1 萬 | 0.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 10,005 | $319.3 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 35,976 | $308.8 萬 | 0.4% | – | – | – |
| ANSSAnsys Inc | COM | 9,035 | $306.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287374 | NORTH AMERN NAT | 110,424 | $304.4 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 80,987 | $302.6 萬 | 0.4% | – | – | – |
| MPWRMonolithic Power Systems, Inc. | COM | 8,500 | $300.2 萬 | 0.4% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 12,671 | $287.3 萬 | 0.3% | – | – | 歷史 |
| XLNXXilinx Inc | COM | 22,255 | $275.7 萬 | 0.3% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 8,421 | $274.3 萬 | 0.3% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 38,096 | $267.6 萬 | 0.3% | – | – | 歷史 |
| WINGWingstop Inc. | COM | 21,009 | $267.1 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 10,739 | $261.6 萬 | 0.3% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 159,667 | $259.6 萬 | 0.3% | – | – | 歷史 |
| CHWYChewy, Inc. | CL A | 29,653 | $251.1 萬 | 0.3% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 23,121 | $235.6 萬 | 0.3% | – | – | – |
| LULUlululemon athletica inc. | Stock | 7,228 | $221.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 11,195 | $199.5 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 21,325 | $198.3 萬 | 0.2% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 81,663 | $184.3 萬 | 0.2% | – | – | – |
| LECOLincoln Electric Holdings Inc | COM | 14,945 | $183.7 萬 | 0.2% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 23,378 | $183.5 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 16,285 | $177.9 萬 | 0.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 31,451 | $176.7 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 821 | $169.8 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 9,023 | $166.5 萬 | 0.2% | – | – | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 9,022 | $162.5 萬 | 0.2% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,919 | $141.6 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,556 | $140.9 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 10,533 | $139.9 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,960 | $139.5 萬 | 0.2% | – | – | 歷史 |