Litman Gregory Asset Management LLC
- SEC CIK
- 0001551867
- 最新申報
- 2026/2/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 190
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.11 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 2,101,382 | $1.09 億 | 21.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 212,679 | $8,461 萬 | 16.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,285,840 | $6,315 萬 | 12.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 186,805 | $3,861 萬 | 7.6% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 267,643 | $3,023 萬 | 5.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 94,766 | $2,094 萬 | 4.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 181,185 | $1,660 萬 | 3.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 247,531 | $1,593 萬 | 3.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 98,958 | $1,126 萬 | 2.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 129,716 | $984.2 萬 | 1.9% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 193,784 | $934.2 萬 | 1.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 93,549 | $792.5 萬 | 1.6% | – | – | – |
| DLYDoubleLine Yield Opportunities Fund | COM | 344,290 | $659.0 萬 | 1.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 42,147 | $619.9 萬 | 1.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 16,729 | $609.5 萬 | 1.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 123,449 | $534.7 萬 | 1.0% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 21,304 | $441.1 萬 | 0.9% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 18,553 | $415.3 萬 | 0.8% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 43,484 | $330.0 萬 | 0.6% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 42,420 | $323.9 萬 | 0.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 43,733 | $315.1 萬 | 0.6% | – | – | – |
| SORSource Capital | COM | 71,232 | $311.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 32,506 | $298.6 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 20,919 | $255.5 萬 | 0.5% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 6,187 | $245.2 萬 | 0.5% | – | – | 歷史 |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 94,401 | $243.7 萬 | 0.5% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 34,275 | $209.6 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 63,568 | $199.0 萬 | 0.4% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 31,967 | $194.0 萬 | 0.4% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 36,165 | $192.9 萬 | 0.4% | – | – | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 93,300 | $184.2 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 16,709 | $181.3 萬 | 0.4% | – | – | – |
| iShares Inc464286392 | MSCI WORLD ETF | 13,509 | $160.1 萬 | 0.3% | – | – | – |
| DSLDoubleLine Income Solutions Fund | COM | 82,863 | $150.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 16,469 | $144.6 萬 | 0.3% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 7,673 | $138.0 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 21,683 | $136.6 萬 | 0.3% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 13,011 | $123.5 萬 | 0.2% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 12,310 | $122.7 萬 | 0.2% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 31,452 | $121.2 萬 | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 11,080 | $96.6 萬 | 0.2% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,022 | $87.3 萬 | 0.2% | – | – | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 4,795 | $82.1 萬 | 0.2% | – | – | – |
| General Fin Corp Del369822101 | COM | 61,481 | $74.7 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 11,639 | $58.5 萬 | 0.1% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 9,346 | $58.1 萬 | 0.1% | – | – | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 8,913 | $48.1 萬 | 0.1% | – | – | – |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 21,500 | $47.9 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,942 | $38.0 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 7,000 | $36.8 萬 | 0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 11,863 | $36.5 萬 | 0.1% | – | – | – |
| Nestle SA ADR641069406 | COM | 2,884 | $32.2 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 480 | $32.1 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,852 | $31.6 萬 | 0.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 5,491 | $23.6 萬 | <0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 2,433 | $23.4 萬 | <0.1% | – | – | – |
| XLNXXilinx Inc | COM | 1,800 | $22.3 萬 | <0.1% | – | – | 歷史 |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 4,273 | $22.1 萬 | <0.1% | – | – | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,800 | $21.9 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 2,596 | $19.2 萬 | <0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,103 | $19.0 萬 | <0.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,378 | $18.1 萬 | <0.1% | – | – | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 4,602 | $16.7 萬 | <0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,059 | $16.1 萬 | <0.1% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 1,126 | $15.9 萬 | <0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 1,910 | $13.9 萬 | <0.1% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 2,501 | $12.7 萬 | <0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 892 | $12.6 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 457 | $11.6 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,108 | $11.6 萬 | <0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 703 | $11.5 萬 | <0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 895 | $11.2 萬 | <0.1% | – | – | – |
| BACBank of America Corp | Stock | 2,763 | $10.7 萬 | <0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 590 | $9.70 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 539 | $9.50 萬 | <0.1% | – | – | – |
| DFSDiscover Financial Services | COM | 1,000 | $9.50 萬 | <0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 254 | $9.40 萬 | <0.1% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 1,359 | $9.40 萬 | <0.1% | – | – | – |
| TSITCW Strategic Income Fund Inc | COM | 16,200 | $9.20 萬 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 1,167 | $9.00 萬 | <0.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 900 | $9.00 萬 | <0.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 2,212 | $8.30 萬 | <0.1% | – | – | – |
| PFEPfizer Inc | Stock | 2,170 | $7.90 萬 | <0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 243 | $7.80 萬 | <0.1% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 2,416 | $7.80 萬 | <0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 300 | $7.70 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 492 | $7.50 萬 | <0.1% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 1,820 | $6.80 萬 | <0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 450 | $6.80 萬 | <0.1% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 1,195 | $6.70 萬 | <0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 1,123 | $6.50 萬 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 535 | $6.40 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 1,545 | $6.40 萬 | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 582 | $5.90 萬 | <0.1% | – | – | – |
| DARDarling Ingredients Inc. | COM | 796 | $5.90 萬 | <0.1% | – | – | 歷史 |
| PDIPIMCO Dynamic Income Fund | SHS | 2,000 | $5.60 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 100 | $5.30 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 1,700 | $5.30 萬 | <0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 193 | $5.20 萬 | <0.1% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 1,613 | $5.10 萬 | <0.1% | – | – | – |