Wealth Architects, LLC
- SEC CIK
- 0001611518
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 168
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.62 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 |
|---|---|---|---|---|---|---|---|
| Secoo Hldg Ltd81367P101 | ADR | 12,834 | $3.20 萬 | <0.1% | – | – | – |
| AEGAegon Ltd. | NY REGISTRY SHS | 12,453 | $5.90 萬 | <0.1% | – | – | 歷史 |
| CLIRClearSign Technologies Corp | COM | 11,000 | $6.20 萬 | <0.1% | – | – | 歷史 |
| BKDBrookdale Senior Living Inc. | COM | 13,000 | $7.90 萬 | <0.1% | – | – | 歷史 |
| LCTXLineage Cell Therapeutics, Inc. | COM | 36,000 | $8.50 萬 | <0.1% | – | – | 歷史 |
| FINVFinVolution Group | SPONSORED ADS | 19,146 | $13.4 萬 | <0.1% | – | – | 歷史 |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 14,895 | $13.6 萬 | <0.1% | – | – | 歷史 |
| Credit Suisse Group225401108 | SPONSORED ADR | 13,350 | $14.2 萬 | <0.1% | – | – | – |
| Companhia Paranaense Energ C20441B407 | SPON ADR PFD | 123,040 | $15.5 萬 | <0.1% | – | – | – |
| STZConstellation Brands, Inc. | Stock | 895 | $20.4 萬 | <0.1% | – | – | 歷史 |
| STLAStellantis N.V. | SHS | 11,457 | $20.4 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 1,973 | $20.7 萬 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,525 | $20.7 萬 | <0.1% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,371 | $21.7 萬 | <0.1% | – | – | – |
| WFCWells Fargo & Company | Stock | 5,550 | $21.7 萬 | <0.1% | – | – | 歷史 |
| FSLYFastly, Inc. | CL A | 3,221 | $21.7 萬 | <0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 726 | $21.8 萬 | <0.1% | – | – | – |
| TEAMAtlassian Corp | CL A | 1,040 | $21.9 萬 | <0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,181 | $22.1 萬 | <0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 1,285 | $22.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,510 | $22.3 萬 | <0.1% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 7,905 | $22.9 萬 | <0.1% | – | – | – |
| GEGeneral Electric Co | COM | 17,517 | $23.0 萬 | <0.1% | – | – | 歷史 |
| GLWCorning Inc | COM | 5,356 | $23.3 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,063 | $23.4 萬 | 0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 215 | $23.8 萬 | 0.1% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,211 | $24.5 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347X831 | ULTRAPRO QQQ | 2,698 | $24.6 萬 | 0.1% | – | – | – |
| NEMNEWMONT Corp | Stock | 4,101 | $24.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 4,890 | $24.7 萬 | 0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 11,000 | $25.0 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 908 | $25.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,656 | $25.1 萬 | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,552 | $25.8 萬 | 0.1% | – | – | – |
| RBLXRoblox Corp | Stock | 4,000 | $25.9 萬 | 0.1% | – | – | 歷史 |
| Nushares ETF Tr67092P862 | ESG LARGE CAP | 6,983 | $26.1 萬 | 0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 2,295 | $26.2 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 842 | $26.9 萬 | 0.1% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,277 | $26.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,926 | $26.9 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,147 | $27.4 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,420 | $27.4 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,638 | $27.5 萬 | 0.1% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 3,296 | $27.6 萬 | 0.1% | – | – | 歷史 |
| BCSBarclays PLC | ADR | 26,966 | $27.6 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,863 | $27.7 萬 | 0.1% | – | – | – |
| PKXPosco Holdings Inc. | SPONSORED ADR | 3,938 | $28.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,634 | $28.9 萬 | 0.1% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,150 | $29.0 萬 | 0.1% | – | – | – |
| CORTCorcept Therapeutics Inc | COM | 12,356 | $29.4 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 4,393 | $30.8 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 580 | $30.9 萬 | 0.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,717 | $30.9 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 881 | $31.1 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,320 | $31.1 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 10,777 | $32.6 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,286 | $33.1 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,526 | $34.2 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,542 | $36.0 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,819 | $36.3 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,579 | $36.5 萬 | 0.1% | – | – | 歷史 |
| CWTCalifornia Water Service Group | COM | 6,502 | $36.6 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,654 | $37.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,880 | $37.8 萬 | 0.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 3,569 | $38.5 萬 | 0.1% | – | – | – |
| CMAComerica Inc | COM | 5,472 | $39.3 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 2,506 | $40.1 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 776 | $40.5 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 7,747 | $40.8 萬 | 0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,788 | $41.0 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,702 | $41.3 萬 | 0.1% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,482 | $41.7 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,537 | $41.8 萬 | 0.1% | – | – | 歷史 |
| EDConsolidated Edison Inc | Stock | 5,680 | $42.5 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,938 | $42.6 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,413 | $43.1 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,183 | $43.2 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,064 | $43.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,211 | $44.1 萬 | 0.1% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 4,759 | $44.5 萬 | 0.1% | – | – | 歷史 |
| Flexshares Tr33939L803 | M STAR DEV MKT | 6,597 | $46.2 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 9,099 | $49.2 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,384 | $49.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 9,718 | $49.5 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 9,709 | $50.2 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,027 | $50.7 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,415 | $52.4 萬 | 0.1% | – | – | 歷史 |
| MOHMolina Healthcare, Inc. | COM | 2,250 | $52.6 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,949 | $52.8 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,494 | $53.9 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 10,663 | $54.6 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,870 | $54.8 萬 | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 4,133 | $54.9 萬 | 0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 3,714 | $55.7 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,283 | $56.8 萬 | 0.1% | – | – | 歷史 |
| BAXBaxter International Inc | Stock | 6,851 | $57.8 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,449 | $60.2 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,570 | $62.5 萬 | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 4,735 | $63.1 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 10,995 | $63.9 萬 | 0.1% | – | – | 歷史 |