WealthStone, Inc.
- SEC CIK
- 0001548784
- 最新申報
- 2021/5/13
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
- 276
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.87 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 Tr464288414 | NATIONAL MUN ETF | 320,719 | $3,722 萬 | 13.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 60,175 | $2,394 萬 | 8.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 159,961 | $1,821 萬 | 6.4% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 69,573 | $1,557 萬 | 5.4% | – | – | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 211,108 | $1,126 萬 | 3.9% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 104,260 | $969.9 萬 | 3.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 40,132 | $946.1 萬 | 3.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,645 | $818.3 萬 | 2.9% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 54,783 | $594.5 萬 | 2.1% | – | – | – |
| NCNOnCino, Inc. | COM | 56,469 | $376.7 萬 | 1.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 12,642 | $372.3 萬 | 1.3% | – | – | 歷史 |
| SHYFShyft Group, Inc. | COM | 92,815 | $345.2 萬 | 1.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,613 | $332.6 萬 | 1.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 15,488 | $254.5 萬 | 0.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,178 | $243.6 萬 | 0.8% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 44,532 | $243.3 萬 | 0.8% | – | – | – |
| AONAon plc | CL A | 10,454 | $240.5 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,518 | $234.9 萬 | 0.8% | – | – | 歷史 |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 297,735 | $215.8 萬 | 0.8% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 34,952 | $203.8 萬 | 0.7% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 5,086 | $189.2 萬 | 0.7% | – | – | 歷史 |
| iShares Core MSCI Europe ETF46434V738 | ETF | 34,321 | $185.2 萬 | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 13,499 | $182.8 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 8,383 | $177.4 萬 | 0.6% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 30,368 | $164.3 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 21,522 | $163.2 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,043 | $162.4 萬 | 0.6% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 26,024 | $159.1 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,981 | $152.7 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,244 | $140.7 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,661 | $130.3 萬 | 0.5% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,807 | $128.1 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 6,838 | $126.1 萬 | 0.4% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 10,611 | $125.5 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 11,543 | $124.9 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 5,086 | $123.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 13,425 | $123.3 萬 | 0.4% | – | – | – |
| INTCIntel Corp | Stock | 19,221 | $123.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V696 | CORE MSCI PAC | 17,675 | $117.6 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,466 | $116.2 萬 | 0.4% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,358 | $112.0 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,251 | $104.5 萬 | 0.4% | – | – | – |
| VFCV F Corp | Stock | 12,410 | $99.1 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 9,396 | $98.4 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,879 | $98.0 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,398 | $95.0 萬 | 0.3% | – | – | 歷史 |
| FFord Motor Co | Stock | 77,323 | $94.7 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,098 | $94.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,283 | $91.6 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 4,285 | $90.7 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,150 | $86.9 萬 | 0.3% | – | – | 歷史 |
| INGING Groep NV | SPONSORED ADR | 70,454 | $86.1 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,409 | $84.9 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 6,224 | $84.5 萬 | 0.3% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 6,305 | $83.7 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 10,616 | $80.2 萬 | 0.3% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,518 | $79.7 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 13,568 | $78.8 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 3,087 | $78.6 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 14,543 | $76.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,494 | $75.7 萬 | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 14,288 | $73.8 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 20,253 | $73.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,421 | $70.7 萬 | 0.2% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 7,398 | $70.3 萬 | 0.2% | – | – | – |
| WPPWPP plc | ADR | 10,984 | $70.1 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,812 | $67.9 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,698 | $66.5 萬 | 0.2% | – | – | – |
| LOWLowes Companies Inc | Stock | 3,419 | $65.0 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,863 | $64.4 萬 | 0.2% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 6,001 | $63.6 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,307 | $61.7 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 5,206 | $61.4 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,471 | $61.4 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,207 | $60.6 萬 | 0.2% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 2,674 | $60.1 萬 | 0.2% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,174 | $58.7 萬 | 0.2% | – | – | 歷史 |
| NBTBNBT Bancorp Inc | COM | 14,349 | $57.2 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,609 | $56.6 萬 | 0.2% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 6,101 | $55.5 萬 | 0.2% | – | – | 歷史 |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 18,881 | $55.0 萬 | 0.2% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 3,447 | $54.2 萬 | 0.2% | – | – | 歷史 |
| WENWendy's Co | Stock | 26,713 | $54.1 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,665 | $53.9 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 40,871 | $53.6 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 5,201 | $53.0 萬 | 0.2% | – | – | – |
| APTVAptiv PLC | SHS | 3,850 | $53.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 9,252 | $51.5 萬 | 0.2% | – | – | – |
| SCHWSchwab Charles Corp | Stock | 7,862 | $51.2 萬 | 0.2% | – | – | 歷史 |
| RRGBRed Robin Gourmet Burgers Inc | COM | 12,642 | $50.4 萬 | 0.2% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 3,152 | $49.1 萬 | 0.2% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 11,730 | $48.3 萬 | 0.2% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,821 | $47.9 萬 | 0.2% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,633 | $47.4 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,326 | $46.0 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 7,302 | $46.0 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 621 | $45.8 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,884 | $45.7 萬 | 0.2% | – | – | – |
| MUMicron Technology Inc | Stock | 5,022 | $44.2 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 4,020 | $43.9 萬 | 0.2% | – | – | 歷史 |