Plancorp, LLC
- SEC CIK
- 0001599579
- 最新申報
- 2026/7/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 204
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.54 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 |
|---|---|---|---|---|---|---|---|
| American Centy ETF Tr025072703 | INTL EQT ETF | 584,954 | $3,539 萬 | 7.8% | – | – | – |
| EMREmerson Electric Co | Stock | 367,590 | $3,316 萬 | 7.3% | – | – | 歷史 |
| American Centy ETF Tr025072885 | US EQT ETF | 400,393 | $2,777 萬 | 6.1% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 613,036 | $2,491 萬 | 5.5% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 322,832 | $2,319 萬 | 5.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 76,568 | $1,583 萬 | 3.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 269,580 | $1,374 萬 | 3.0% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 164,733 | $1,190 萬 | 2.6% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 168,535 | $1,048 萬 | 2.3% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 31,778 | $1,021 萬 | 2.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 101,135 | $929.0 萬 | 2.0% | – | – | – |
| AAPLApple Inc. | Stock | 69,088 | $843.9 萬 | 1.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 33,783 | $796.5 萬 | 1.8% | – | – | 歷史 |
| DREDuke Realty Corp | COM NEW | 186,774 | $783.1 萬 | 1.7% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 77,780 | $712.5 萬 | 1.6% | – | – | – |
| ENREnergizer Holdings, Inc. | COM | 132,798 | $630.3 萬 | 1.4% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 84,125 | $606.1 萬 | 1.3% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 81,074 | $532.8 萬 | 1.2% | – | – | – |
| FNVFranco Nevada Corp | Stock | 42,390 | $531.1 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 53,870 | $489.5 萬 | 1.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 35,061 | $474.8 萬 | 1.0% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 11,187 | $416.2 萬 | 0.9% | – | – | 歷史 |
| AEMAgnico Eagle Mines Ltd | Stock | 70,476 | $407.4 萬 | 0.9% | – | – | 歷史 |
| Barrick Gold Corp067901108 | COM | 181,236 | $358.8 萬 | 0.8% | – | – | – |
| BACBank of America Corp | Stock | 92,095 | $356.3 萬 | 0.8% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 25,172 | $356.1 萬 | 0.8% | – | – | 歷史 |
| EFSCEnterprise Financial Services Corp | COM | 71,746 | $354.7 萬 | 0.8% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 42,632 | $350.4 萬 | 0.8% | – | – | – |
| BABoeing Co | Stock | 13,139 | $334.7 萬 | 0.7% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 12,355 | $315.6 萬 | 0.7% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 8,443 | $307.6 萬 | 0.7% | – | – | – |
| CBSHCommerce Bancshares Inc | Stock | 39,373 | $301.6 萬 | 0.7% | – | – | 歷史 |
| CNCCentene Corp | Stock | 47,071 | $300.8 萬 | 0.7% | – | – | 歷史 |
| EPCEdgewell Personal Care Co | COM | 74,559 | $295.3 萬 | 0.7% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 52,415 | $289.9 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 12,470 | $274.9 萬 | 0.6% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 47,948 | $267.7 萬 | 0.6% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 42,722 | $259.2 萬 | 0.6% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 22,291 | $254.3 萬 | 0.6% | – | – | – |
| NEMNEWMONT Corp | Stock | 39,260 | $236.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 17,561 | $233.4 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,734 | $227.2 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,389 | $226.4 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 18,877 | $226.2 萬 | 0.5% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 12,097 | $226.0 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 10,022 | $224.3 萬 | 0.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 723 | $223.7 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 13,121 | $215.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C649 | VNG RUS2000VAL | 14,836 | $207.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,277 | $187.0 萬 | 0.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 24,008 | $182.2 萬 | 0.4% | – | – | – |
| PAASPan American Silver Corp | Stock | 56,791 | $170.5 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 12,473 | $169.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 11,986 | $157.6 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 5,335 | $157.1 萬 | 0.3% | – | – | 歷史 |
| PACWPacwest Bancorp | COM | 39,640 | $151.2 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 11,207 | $148.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,134 | $147.7 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 13,182 | $142.7 萬 | 0.3% | – | – | 歷史 |
| ABMDAbiomed Inc | COM | 4,205 | $134.0 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 643 | $132.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 19,676 | $126.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 7,588 | $125.7 萬 | 0.3% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,502 | $123.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 25,047 | $123.0 萬 | 0.3% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 19,307 | $121.1 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 7,774 | $118.3 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 31,922 | $115.7 萬 | 0.3% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 7,949 | $109.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 8,623 | $108.2 萬 | 0.2% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 18,866 | $107.8 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 10,183 | $106.7 萬 | 0.2% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 80,440 | $105.6 萬 | 0.2% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 2,217 | $104.9 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 7,885 | $104.8 萬 | 0.2% | – | – | 歷史 |
| ESEEsco Technologies Inc | COM | 9,574 | $104.3 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 33,942 | $102.7 萬 | 0.2% | – | – | 歷史 |
| RGLDRoyal Gold Inc | Stock | 9,456 | $101.8 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 12,851 | $99.1 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,235 | $98.7 萬 | 0.2% | – | – | 歷史 |
| WPMWheaton Precious Metals Corp. | COM | 25,757 | $98.4 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,290 | $97.6 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,450 | $97.5 萬 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 12,148 | $95.8 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 16,181 | $94.1 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 4,867 | $93.8 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 11,025 | $83.4 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 3,597 | $79.5 萬 | 0.2% | – | – | – |
| FELEFranklin Electric Co Inc | COM | 9,991 | $78.9 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 2,188 | $77.9 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,171 | $77.1 萬 | 0.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 10,288 | $75.0 萬 | 0.2% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 5,524 | $73.6 萬 | 0.2% | – | – | 歷史 |
| SGENSeagen Inc. | COM | 5,230 | $72.6 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,252 | $71.9 萬 | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 3,146 | $70.8 萬 | 0.2% | – | – | 歷史 |
| AEEAmeren Corp | COM | 8,602 | $70.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 336 | $69.5 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,185 | $67.4 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,237 | $65.5 萬 | 0.1% | – | – | 歷史 |