Financial Consulate, Inc
- SEC CIK
- 0001624510
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/19 申報。只含多頭部位。
- 持股檔數
- 121
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.47 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 |
|---|---|---|---|---|---|---|---|
| TXG10x Genomics, Inc. | CL A COM | 158,758 | $2,874 萬 | 11.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 384,707 | $2,170 萬 | 8.8% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 200,959 | $1,930 萬 | 7.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 212,217 | $1,580 萬 | 6.4% | – | – | – |
| MKCMcCormick & Co Inc | Stock | 173,768 | $1,549 萬 | 6.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 527,748 | $1,526 萬 | 6.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 349,680 | $1,316 萬 | 5.3% | – | – | – |
| AAPLApple Inc. | Stock | 84,641 | $1,034 萬 | 4.2% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 170,729 | $963.1 萬 | 3.9% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 135,250 | $533.2 萬 | 2.2% | – | – | – |
| TURN180 Degree Capital Corp. | COM NEW | 651,742 | $482.3 萬 | 2.0% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 39,365 | $380.7 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,367 | $362.3 萬 | 1.5% | – | – | 歷史 |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 40,556 | $348.2 萬 | 1.4% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 16,419 | $332.4 萬 | 1.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 104,291 | $315.7 萬 | 1.3% | – | – | 歷史 |
| PATKPatrick Industries Inc | COM | 35,097 | $298.3 萬 | 1.2% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 73,142 | $258.6 萬 | 1.0% | – | – | – |
| ALLYAlly Financial Inc. | Stock | 55,139 | $249.3 萬 | 1.0% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 9,636 | $216.0 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 5,366 | $213.5 萬 | 0.9% | – | – | – |
| State Street SPDR S&P Emerging Asia Pacific ETF78463X301 | ETF | 15,331 | $201.4 萬 | 0.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 43,033 | $200.6 萬 | 0.8% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,441 | $185.8 萬 | 0.8% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 19,570 | $179.3 萬 | 0.7% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 10,145 | $178.0 萬 | 0.7% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 9,486 | $161.3 萬 | 0.7% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 21,873 | $159.5 萬 | 0.6% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 12,341 | $158.2 萬 | 0.6% | – | – | – |
| LMTLockheed Martin Corp | Stock | 3,836 | $141.7 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 30,921 | $141.5 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 427 | $132.1 萬 | 0.5% | – | – | 歷史 |
| SPDR Index Shs FDS78463X475 | ST STR MSCI GLB | 22,674 | $118.7 萬 | 0.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,326 | $117.5 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 8,571 | $116.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 16,136 | $92.2 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 445 | $92.1 萬 | 0.4% | – | – | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 56,919 | $89.6 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,115 | $84.1 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,949 | $83.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,120 | $81.2 萬 | 0.3% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,187 | $79.0 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 24,570 | $78.8 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 2,177 | $77.5 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,000 | $76.6 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 3,353 | $75.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,067 | $75.3 萬 | 0.3% | – | – | – |
| CSXCSX Corp | Stock | 7,489 | $72.2 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 8,688 | $67.0 萬 | 0.3% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 12,915 | $66.3 萬 | 0.3% | – | – | – |
| FASTFastenal Co | Stock | 13,172 | $66.2 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 4,755 | $66.1 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 971 | $64.9 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 10,293 | $59.9 萬 | 0.2% | – | – | 歷史 |
| ACNBAcnb Corp | COM | 18,812 | $55.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 1,504 | $53.9 萬 | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 14,320 | $53.5 萬 | 0.2% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 9,878 | $53.3 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,724 | $52.6 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,159 | $52.5 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 234 | $48.3 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,002 | $46.4 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,862 | $45.3 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,734 | $45.2 萬 | 0.2% | – | – | 歷史 |
| MKC.VMcCormick & Co Inc | COM VTG | 4,963 | $44.2 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 6,162 | $40.8 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 1,662 | $39.7 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,112 | $39.2 萬 | 0.2% | – | – | 歷史 |
| MTBM&T Bank Corp | COM | 2,583 | $39.2 萬 | 0.2% | – | – | 歷史 |
| WSBCWesbanco Inc | COM | 10,720 | $38.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,922 | $38.0 萬 | 0.2% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 5,291 | $38.0 萬 | 0.2% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,246 | $37.8 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,010 | $37.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 645 | $34.4 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,195 | $33.2 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,717 | $32.6 萬 | 0.1% | – | – | 歷史 |
| TECHBIO-TECHNE Corp | COM | 838 | $32.0 萬 | 0.1% | – | – | 歷史 |
| EXCExelon Corp | Stock | 7,277 | $31.8 萬 | 0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 431 | $31.8 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,305 | $31.7 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 688 | $31.4 萬 | 0.1% | – | – | 歷史 |
| VMCVulcan Materials CO | COM | 1,843 | $31.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Industrials ETF92204A603 | ETF | 1,634 | $30.9 萬 | 0.1% | – | – | – |
| TROWPrice T Rowe Group Inc | Stock | 1,799 | $30.9 萬 | 0.1% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,229 | $29.9 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 7,722 | $29.7 萬 | 0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,254 | $28.7 萬 | 0.1% | – | – | – |
| MKLMarkel Group Inc. | COM | 250 | $28.5 萬 | 0.1% | – | – | 歷史 |
| TRHCTabula Rasa HealthCare, Inc. | COM | 6,072 | $28.0 萬 | 0.1% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 726 | $27.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288257 | MSCI ACWI ETF | 2,900 | $27.6 萬 | 0.1% | – | – | – |
| SPGIS&P Global Inc. | Stock | 758 | $26.7 萬 | 0.1% | – | – | 歷史 |
| CABOCable One, Inc. | COM | 143 | $26.1 萬 | 0.1% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 1,025 | $25.5 萬 | 0.1% | – | – | 歷史 |
| TFXTeleflex Inc | COM | 604 | $25.1 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 1,857 | $24.6 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,733 | $24.5 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,265 | $24.5 萬 | 0.1% | – | – | 歷史 |
| HSYHershey Co | COM | 1,529 | $24.2 萬 | 0.1% | – | – | 歷史 |