Burt Wealth Advisors
- SEC CIK
- 0001612041
- 最新申報
- 2025/11/5
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/15 申報。只含多頭部位。
- 持股檔數
- 91
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.71 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 MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 488,964 | $3,569 萬 | 13.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 382,675 | $3,396 萬 | 12.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 170,301 | $2,740 萬 | 10.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 60,799 | $2,410 萬 | 8.9% | – | – | 歷史 |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 1,163,846 | $1,979 萬 | 7.3% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 265,061 | $1,621 萬 | 6.0% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 146,323 | $1,458 萬 | 5.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 231,717 | $1,171 萬 | 4.3% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 115,901 | $1,113 萬 | 4.1% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 157,376 | $813.2 萬 | 3.0% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 126,886 | $801.4 萬 | 3.0% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 18,596 | $691.9 萬 | 2.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 30,818 | $376.4 萬 | 1.4% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 52,834 | $301.8 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,015 | $283.3 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 48,779 | $261.3 萬 | 1.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 18,411 | $213.7 萬 | 0.8% | – | – | – |
| JNJJohnson & Johnson | Stock | 10,964 | $180.2 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 538 | $166.5 萬 | 0.6% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,209 | $158.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,661 | $156.6 萬 | 0.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 18,649 | $134.4 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 50,956 | $120.2 萬 | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 13,362 | $93.9 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 6,660 | $90.2 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,168 | $89.2 萬 | 0.3% | – | – | – |
| MARMarriott International Inc | Stock | 5,988 | $88.7 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,604 | $85.0 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 3,734 | $82.3 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,387 | $82.0 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 7,628 | $77.9 萬 | 0.3% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 7,207 | $70.8 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,402 | $70.1 萬 | 0.3% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 7,615 | $69.1 萬 | 0.3% | – | – | – |
| NKENIKE, Inc. | Stock | 4,985 | $66.2 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,450 | $64.5 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,565 | $63.8 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,613 | $61.5 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 10,808 | $59.8 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 6,092 | $58.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 6,350 | $58.2 萬 | 0.2% | – | – | – |
| iShares Tr464288406 | MRGSTR MD CP VAL | 3,109 | $57.3 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 271 | $55.9 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 9,978 | $55.7 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 10,596 | $54.7 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | COM | 41,114 | $54.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,967 | $46.7 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 12,629 | $45.8 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,271 | $44.4 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 14,536 | $44.2 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,369 | $41.8 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 2,155 | $41.5 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,383 | $40.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 4,000 | $40.2 萬 | 0.1% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 3,591 | $39.3 萬 | 0.1% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 7,410 | $39.1 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,543 | $37.5 萬 | 0.1% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 5,729 | $37.5 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 1,687 | $35.7 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,512 | $35.5 萬 | 0.1% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 6,500 | $35.1 萬 | 0.1% | – | – | – |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 3,504 | $34.8 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 2,875 | $34.5 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,779 | $33.6 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,330 | $33.4 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 161 | $33.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,237 | $32.7 萬 | 0.1% | – | – | – |
| Advisorshares Tr00768Y727 | NEWFLT MULSINC | 6,650 | $32.4 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,545 | $31.9 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 846 | $30.8 萬 | 0.1% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 3,274 | $30.8 萬 | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 4,481 | $28.7 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,609 | $28.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,154 | $27.4 萬 | 0.1% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 2,784 | $26.9 萬 | 0.1% | – | – | – |
| SYYSysco Corp | Stock | 3,400 | $26.8 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,183 | $26.8 萬 | 0.1% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 525 | $25.0 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,632 | $24.8 萬 | 0.1% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 2,261 | $24.7 萬 | 0.1% | – | – | – |
| STTState Street Corp | COM | 2,900 | $24.4 萬 | 0.1% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 2,096 | $24.3 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,424 | $23.9 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 3,356 | $23.5 萬 | 0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 1,977 | $22.7 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 3,871 | $22.6 萬 | 0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 358 | $22.1 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 800 | $21.5 萬 | 0.1% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 1,296 | $21.3 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,145 | $20.1 萬 | 0.1% | – | – | 歷史 |
| Zix Corp98974P100 | COM | 12,900 | $9.70 萬 | <0.1% | – | – | – |