Wiser Wealth Management, Inc
- SEC CIK
- 0001573263
- 最新申報
- 2026/7/14
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
- 29
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.46 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 | 83,210 | $3,310 萬 | 22.7% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 217,115 | $1,785 萬 | 12.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 282,820 | $1,389 萬 | 9.5% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 83,010 | $1,011 萬 | 6.9% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 171,302 | $978.5 萬 | 6.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 85,764 | $930.8 萬 | 6.4% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 166,040 | $886.2 萬 | 6.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 71,304 | $632.7 萬 | 4.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 14,474 | $518.9 萬 | 3.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 87,547 | $455.7 萬 | 3.1% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 45,718 | $448.7 萬 | 3.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 160,132 | $408.0 萬 | 2.8% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 73,085 | $369.2 萬 | 2.5% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 60,906 | $299.6 萬 | 2.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 74,752 | $221.6 萬 | 1.5% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 9,524 | $176.5 萬 | 1.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,409 | $120.8 萬 | 0.8% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,177 | $107.7 萬 | 0.7% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,358 | $102.5 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,384 | $69.9 萬 | 0.5% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,975 | $53.6 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,286 | $51.0 萬 | 0.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 3,378 | $41.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 4,571 | $39.4 萬 | 0.3% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,467 | $38.3 萬 | 0.3% | – | – | – |
| SOSouthern Co | Stock | 5,377 | $33.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 2,715 | $29.4 萬 | 0.2% | – | – | – |
| WYWeyerhaeuser Co | COM NEW | 8,194 | $29.2 萬 | 0.2% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 4,287 | $20.7 萬 | 0.1% | – | – | 歷史 |