Domani Wealth, LLC
- SEC CIK
- 0001634553
- 最新申報
- 2023/4/19
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/12 申報。只含多頭部位。
- 持股檔數
- 132
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.19 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 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 267,943 | $9,761 萬 | 18.8% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 850,217 | $5,159 萬 | 9.9% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 521,087 | $4,283 萬 | 8.3% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 515,559 | $2,645 萬 | 5.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 340,392 | $2,583 萬 | 5.0% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 194,797 | $2,217 萬 | 4.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 80,414 | $2,093 萬 | 4.0% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 207,623 | $2,008 萬 | 3.9% | – | – | – |
| AAPLApple Inc. | Stock | 147,678 | $1,804 萬 | 3.5% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 157,915 | $1,517 萬 | 2.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 66,228 | $1,463 萬 | 2.8% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 85,261 | $1,292 萬 | 2.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 54,844 | $1,228 萬 | 2.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 46,717 | $1,135 萬 | 2.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,467 | $811.2 萬 | 1.6% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 19,492 | $775.4 萬 | 1.5% | – | – | – |
| DHRDanaher Corp | Stock | 26,342 | $592.9 萬 | 1.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 77,742 | $574.7 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 42,174 | $554.4 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 18,741 | $441.9 萬 | 0.9% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 135,385 | $391.4 萬 | 0.8% | – | – | – |
| PEPPepsiCo Inc | Stock | 25,751 | $364.2 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 25,495 | $345.3 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,261 | $315.2 萬 | 0.6% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 28,498 | $284.0 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 16,483 | $270.9 萬 | 0.5% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 132,588 | $248.1 萬 | 0.5% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 21,016 | $248.0 萬 | 0.5% | – | – | – |
| EPDEnterprise Products Partners L.P. | Stock | 106,132 | $233.7 萬 | 0.5% | – | – | 歷史 |
| CSQCalamos Strategic Total Return Fund | COM SH BEN INT | 129,550 | $223.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,109 | $208.9 萬 | 0.4% | – | – | – |
| ACNAccenture plc | Stock | 7,540 | $208.3 萬 | 0.4% | – | – | 歷史 |
| XRAYDentsply Sirona Inc. | Stock | 27,564 | $175.9 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 25,931 | $168.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,708 | $165.4 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 2,858 | $152.6 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 45,507 | $137.8 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,019 | $130.4 萬 | 0.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 418 | $129.3 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,356 | $124.8 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 16,342 | $121.6 萬 | 0.2% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,570 | $121.0 萬 | 0.2% | – | – | – |
| TXNTexas Instruments Inc | Stock | 6,121 | $115.7 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 5,742 | $113.7 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137Y401 | ZACKS MID CAP | 13,430 | $113.1 萬 | 0.2% | – | – | – |
| AXPAmerican Express Co | Stock | 7,883 | $111.5 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 14,130 | $106.8 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 18,057 | $97.7 萬 | 0.2% | – | – | 歷史 |
| FTVFortive Corp | Stock | 12,057 | $85.2 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 4,023 | $85.2 萬 | 0.2% | – | – | 歷史 |
| HSYHershey Co | COM | 5,004 | $79.1 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 379 | $78.4 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 7,475 | $78.3 萬 | 0.2% | – | – | 歷史 |
| SNPSSynopsys Inc | COM | 3,125 | $77.4 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,404 | $72.5 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 3,752 | $71.4 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,280 | $67.2 萬 | 0.1% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 7,875 | $66.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,341 | $64.3 萬 | 0.1% | – | – | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 9,592 | $63.6 萬 | 0.1% | – | – | – |
| PPGPPG Industries Inc | Stock | 4,160 | $62.5 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,060 | $61.8 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 4,515 | $58.6 萬 | 0.1% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 9,109 | $58.3 萬 | 0.1% | – | – | – |
| RTXRTX Corp | Stock | 7,481 | $57.8 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 10,286 | $57.4 萬 | 0.1% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 2,400 | $55.8 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,537 | $55.5 萬 | 0.1% | – | – | 歷史 |
| TREXTrex Co Inc | COM | 6,000 | $54.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 2,924 | $54.2 萬 | 0.1% | – | – | – |
| CHTRCharter Communications, Inc. | CL A | 847 | $52.3 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 8,141 | $51.4 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 6,404 | $50.3 萬 | 0.1% | – | – | 歷史 |
| DCPDCP Midstream, LP | COM UT LTD PTN | 22,200 | $48.1 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,961 | $47.5 萬 | 0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 27,836 | $46.3 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,953 | $46.3 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,628 | $46.1 萬 | 0.1% | – | – | 歷史 |
| VERVEREIT, Inc. | COM | 11,797 | $45.6 萬 | 0.1% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 5,850 | $43.6 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 6,144 | $43.1 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 6,570 | $42.0 萬 | 0.1% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 3,340 | $40.7 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,201 | $40.5 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 193 | $39.8 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 3,644 | $39.8 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,709 | $39.8 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,589 | $39.7 萬 | 0.1% | – | – | – |
| FULTFulton Financial Corp | COM | 23,104 | $39.3 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,115 | $39.0 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,730 | $38.8 萬 | 0.1% | – | – | 歷史 |
| Global X FDS37954Y889 | S&P 500 CATHOLIC | 7,825 | $38.7 萬 | 0.1% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,158 | $38.2 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,508 | $38.0 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,157 | $35.3 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 767 | $35.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 7,106 | $34.9 萬 | 0.1% | – | – | – |
| EOSEaton Vance Enhanced Equity Income Fund II | COM | 15,500 | $33.5 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,482 | $33.1 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 1,757 | $32.8 萬 | 0.1% | – | – | 歷史 |