Parkside Advisors LLC
- SEC CIK
- 0001585550
- 最新申報
- 2025/7/9
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/9 申報。只含多頭部位。
- 持股檔數
- 67
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.90 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 Tr464287622 | RUS 1000 ETF | 297,285 | $6,654 萬 | 23.0% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 133,087 | $2,940 萬 | 10.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 385,738 | $2,927 萬 | 10.1% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 160,729 | $2,088 萬 | 7.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 160,134 | $1,823 萬 | 6.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 745,624 | $1,118 萬 | 3.9% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 201,256 | $1,074 萬 | 3.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 21,476 | $782.4 萬 | 2.7% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 94,630 | $780.7 萬 | 2.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 84,549 | $776.7 萬 | 2.7% | – | – | – |
| iShares Tr464288588 | MBS ETF | 69,409 | $752.5 萬 | 2.6% | – | – | – |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 132,698 | $727.7 萬 | 2.5% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 67,922 | $718.1 萬 | 2.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 115,455 | $567.0 萬 | 2.0% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 21,563 | $461.6 萬 | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 32,813 | $400.8 萬 | 1.4% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 41,184 | $383.1 萬 | 1.3% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 40,719 | $370.0 萬 | 1.3% | – | – | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 89,442 | $352.6 萬 | 1.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 18,365 | $278.3 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 12,331 | $254.9 萬 | 0.9% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 62,625 | $241.4 萬 | 0.8% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 23,713 | $180.0 萬 | 0.6% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 29,637 | $162.2 萬 | 0.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 39,979 | $150.4 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,271 | $147.8 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,931 | $116.6 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,916 | $100.0 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,365 | $94.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 35,239 | $91.5 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 13,574 | $83.5 萬 | 0.3% | – | – | – |
| SPOTSpotify Technology S.A. | Stock | 2,605 | $69.8 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 328 | $67.5 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,527 | $61.3 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,560 | $58.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G334 | MSCI UK ETF NEW | 18,299 | $57.3 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 10,653 | $55.1 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,128 | $51.4 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 17,471 | $50.9 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 959 | $50.0 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,299 | $48.7 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,629 | $48.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,214 | $48.5 萬 | 0.2% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 5,543 | $42.3 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 1,807 | $38.8 萬 | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 5,890 | $37.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,555 | $37.6 萬 | 0.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,004 | $35.5 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 2,906 | $34.8 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A490 | ST STR FTSE ETF | 6,046 | $33.6 萬 | 0.1% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 3,803 | $33.4 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 105 | $32.6 萬 | 0.1% | – | – | 歷史 |
| TTWOTake Two Interactive Software Inc | COM | 1,775 | $31.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,892 | $30.2 萬 | 0.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 2,390 | $30.0 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 4,157 | $29.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,664 | $28.9 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 425 | $28.4 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 3,887 | $28.3 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,246 | $27.6 萬 | 0.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,756 | $26.7 萬 | 0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,010 | $26.1 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 662 | $23.3 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,191 | $22.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 792 | $21.8 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 3,950 | $21.0 萬 | 0.1% | – | – | 歷史 |
| WALWestern Alliance Bancorporation | COM | 2,153 | $20.3 萬 | 0.1% | – | – | 歷史 |