First Personal Financial Services
- SEC CIK
- 0001633869
- 最新申報
- 2024/11/1
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
- 306
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.66 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 |
|---|---|---|---|---|---|---|---|
| DEDeere & Co | Stock | 35,942 | $1,345 萬 | 3.7% | – | – | 歷史 |
| ACNAccenture plc | Stock | 41,574 | $1,149 萬 | 3.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 43,580 | $1,134 萬 | 3.1% | – | – | – |
| ANSSAnsys Inc | COM | 32,121 | $1,091 萬 | 3.0% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 26,706 | $1,063 萬 | 2.9% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 120,029 | $1,035 萬 | 2.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 4,998 | $1,031 萬 | 2.8% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 38,493 | $907.5 萬 | 2.5% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 57,067 | $855.6 萬 | 2.3% | – | – | 歷史 |
| NUENucor Corp | COM | 106,292 | $853.2 萬 | 2.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 63,267 | $816.3 萬 | 2.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 60,055 | $813.3 萬 | 2.2% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 91,062 | $811.9 萬 | 2.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 101,759 | $797.5 萬 | 2.2% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 133,327 | $744.4 萬 | 2.0% | – | – | 歷史 |
| iShares Inc464286749 | MSCI SWITZERLAND | 167,773 | $741.7 萬 | 2.0% | – | – | – |
| PSAPublic Storage | COM | 28,559 | $704.7 萬 | 1.9% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 63,926 | $698.5 萬 | 1.9% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 55,513 | $656.6 萬 | 1.8% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 46,055 | $625.6 萬 | 1.7% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 85,386 | $599.2 萬 | 1.6% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 75,873 | $598.1 萬 | 1.6% | – | – | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 36,109 | $592.9 萬 | 1.6% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 12,627 | $576.3 萬 | 1.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 157,940 | $572.2 萬 | 1.6% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 197,639 | $571.4 萬 | 1.6% | – | – | – |
| TGTTarget Corp | Stock | 27,638 | $547.4 萬 | 1.5% | – | – | 歷史 |
| BMIBadger Meter Inc | COM | 58,757 | $546.8 萬 | 1.5% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 28,974 | $516.4 萬 | 1.4% | – | – | – |
| CTSHCognizant Technology Solutions Corp | CL A | 64,067 | $500.5 萬 | 1.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 36,654 | $475.7 萬 | 1.3% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 79,586 | $471.4 萬 | 1.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 33,125 | $468.6 萬 | 1.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 20,416 | $457.6 萬 | 1.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 29,919 | $455.5 萬 | 1.2% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 242,165 | $453.3 萬 | 1.2% | – | – | 歷史 |
| CLXClorox Co | Stock | 23,237 | $448.2 萬 | 1.2% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 6,431 | $437.0 萬 | 1.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 70,164 | $408.0 萬 | 1.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 11,538 | $406.7 萬 | 1.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 33,189 | $405.4 萬 | 1.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 29,938 | $375.7 萬 | 1.0% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 72,646 | $375.7 萬 | 1.0% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 27,295 | $369.5 萬 | 1.0% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 42,529 | $360.3 萬 | 1.0% | – | – | – |
| CALMCal-Maine Foods Inc | COM NEW | 88,505 | $340.0 萬 | 0.9% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 33,900 | $311.4 萬 | 0.9% | – | – | – |
| ATVIActivision Blizzard, Inc. | COM | 32,425 | $301.5 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 45,846 | $293.4 萬 | 0.8% | – | – | 歷史 |
| DAKTDaktronics Inc | COM | 319,131 | $200.1 萬 | 0.5% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 6,092 | $188.0 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 41,361 | $176.4 萬 | 0.5% | – | – | – |
| KOCoca Cola Co | Stock | 32,908 | $173.5 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,865 | $172.3 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 808 | $167.1 萬 | 0.5% | – | – | 歷史 |
| WTRGEssential Utilities, Inc. | COM | 36,521 | $163.4 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,708 | $163.2 萬 | 0.4% | – | – | 歷史 |
| FCXFreeport-McMoran Inc | Stock | 42,739 | $140.7 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 16,245 | $122.8 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,777 | $122.0 萬 | 0.3% | – | – | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 12,467 | $119.0 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 17,983 | $117.1 萬 | 0.3% | – | – | – |
| HAEHaemonetics Corp | COM | 10,482 | $116.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 7,615 | $107.0 萬 | 0.3% | – | – | – |
| ABEVAmbev S.A. | SPONSORED ADR | 358,473 | $98.2 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,129 | $94.6 萬 | 0.3% | – | – | 歷史 |
| CERNCERNER Corp | COM | 12,963 | $93.2 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,397 | $88.7 萬 | 0.2% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 3,350 | $85.4 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 8,583 | $82.9 萬 | 0.2% | – | – | 歷史 |
| VNOVornado Realty Trust | SH BEN INT | 16,960 | $77.0 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 3,754 | $71.4 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 5,270 | $63.2 萬 | 0.2% | – | – | 歷史 |
| CNICanadian National Railway Co | Stock | 5,292 | $61.4 萬 | 0.2% | – | – | 歷史 |
| WATWaters Corp | COM | 1,978 | $56.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,758 | $55.3 萬 | 0.2% | – | – | – |
| MMM3M Co | Stock | 2,840 | $54.7 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,510 | $52.0 萬 | 0.1% | – | – | – |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 11,835 | $50.7 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 5,233 | $46.4 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,125 | $44.6 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 4,771 | $43.0 萬 | 0.1% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 4,618 | $42.6 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,039 | $40.5 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B383 | ULTRASHRT S&P500 | 37,013 | $39.8 萬 | 0.1% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 10,216 | $39.5 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,046 | $38.9 萬 | 0.1% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 1,990 | $38.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 4,338 | $38.1 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 118 | $36.5 萬 | 0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 4,243 | $36.3 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,174 | $34.6 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,950 | $34.2 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 694 | $33.0 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 3,410 | $32.9 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 8,227 | $32.1 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,444 | $31.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,698 | $31.5 萬 | 0.1% | – | – | – |
| ABBNYABB Ltd | SPONSORED ADR | 10,060 | $30.7 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,625 | $30.4 萬 | 0.1% | – | – | 歷史 |