Cornerstone Management, Inc.
- SEC CIK
- 0001587867
- 最新申報
- 2026/7/16
2021 年第 1 季持倉
持倉截至 2021/3/31，2023/5/26 申報。只含多頭部位。
- 持股檔數
- 51
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.50 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 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 1,436,523 | $7,291 萬 | 20.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 481,988 | $6,336 萬 | 18.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 200,652 | $5,158 萬 | 14.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 230,170 | $2,620 萬 | 7.5% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 175,743 | $1,333 萬 | 3.8% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 59,713 | $1,234 萬 | 3.5% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 184,006 | $923.5 萬 | 2.6% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 111,331 | $716.5 萬 | 2.0% | – | – | – |
| iShares Tr464288521 | CRE U S REIT ETF | 123,766 | $648.5 萬 | 1.9% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 206,312 | $646.0 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 22,974 | $631.0 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 38,098 | $630.9 萬 | 1.8% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 166,648 | $604.1 萬 | 1.7% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 77,685 | $558.1 萬 | 1.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 51,088 | $553.9 萬 | 1.6% | – | – | – |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 167,987 | $514.7 萬 | 1.5% | – | – | – |
| iShares Tr46435U853 | BROAD USD HIGH | 112,454 | $463.2 萬 | 1.3% | – | – | – |
| GLGlobe Life Inc. | COM | 47,208 | $456.2 萬 | 1.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,571 | $419.0 萬 | 1.2% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 32,632 | $372.3 萬 | 1.1% | – | – | – |
| RFICohen & Steers Total Return Realty Fund Inc | COM | 238,347 | $348.7 萬 | 1.0% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 23,111 | $339.9 萬 | 1.0% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 119,905 | $298.0 萬 | 0.9% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 50,703 | $256.2 萬 | 0.7% | – | – | – |
| GPNGlobal Payments Inc | Stock | 11,382 | $229.4 萬 | 0.7% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 17,020 | $221.3 萬 | 0.6% | – | – | – |
| Fidelity MSCI Financials Index ETF316092501 | ETF | 21,206 | $103.8 萬 | 0.3% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 8,909 | $89.2 萬 | 0.3% | – | – | – |
| TFCTruist Financial Corp | COM | 14,952 | $87.2 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 15,807 | $83.3 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 10,183 | $73.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,806 | $70.5 萬 | 0.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 10,025 | $65.9 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,575 | $64.2 萬 | 0.2% | – | – | – |
| SOSouthern Co | Stock | 10,324 | $64.2 萬 | 0.2% | – | – | 歷史 |
| AFLAflac Inc | Stock | 8,764 | $44.9 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 10,600 | $41.0 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,428 | $36.5 萬 | 0.1% | – | – | 歷史 |
| EVRIEveri Holdings Inc. | COM | 24,450 | $34.5 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,554 | $34.0 萬 | 0.1% | – | – | 歷史 |
| ACBIAtlantic Capital Bancshares, Inc. | COM | 13,779 | $33.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 2,236 | $30.2 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 2,956 | $28.5 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37950E291 | GLOBX SUPDV US | 14,447 | $28.0 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,784 | $27.0 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 8,360 | $24.8 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 994 | $24.2 萬 | 0.1% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 1,350 | $23.7 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 4,768 | $23.6 萬 | 0.1% | – | – | – |
| AAPLApple Inc. | Stock | 1,680 | $20.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 2,118 | $20.2 萬 | 0.1% | – | – | – |