River Wealth Advisors LLC
- SEC CIK
- 0001642570
- 最新申報
- 2026/8/4
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/11 申報。只含多頭部位。
- 持股檔數
- 209
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.33 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 186,547 | $2,279 萬 | 4.3% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 346,404 | $2,102 萬 | 3.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 81,356 | $1,798 萬 | 3.4% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 59,806 | $1,643 萬 | 3.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 38,714 | $1,540 萬 | 2.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 63,256 | $1,491 萬 | 2.8% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 172,668 | $1,463 萬 | 2.7% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 174,365 | $1,453 萬 | 2.7% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 187,431 | $1,386 萬 | 2.6% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 249,988 | $1,333 萬 | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,367 | $1,042 萬 | 2.0% | – | – | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 196,837 | $1,019 萬 | 1.9% | – | – | – |
| VVisa Inc. | Stock | 45,132 | $955.6 萬 | 1.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,244 | $875.3 萬 | 1.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 46,235 | $853.1 萬 | 1.6% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 155,903 | $811.5 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 53,190 | $809.7 萬 | 1.5% | – | – | 歷史 |
| SYKStryker Corp | Stock | 32,499 | $791.6 萬 | 1.5% | – | – | 歷史 |
| ACNAccenture plc | Stock | 26,936 | $744.1 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 19,312 | $687.6 萬 | 1.3% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 18,902 | $678.5 萬 | 1.3% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 34,443 | $609.3 萬 | 1.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 21,530 | $605.7 萬 | 1.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 137,429 | $531.7 萬 | 1.0% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 36,812 | $520.7 萬 | 1.0% | – | – | 歷史 |
| TELTE Connectivity plc | REG SHS | 38,277 | $494.2 萬 | 0.9% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 25,557 | $486.0 萬 | 0.9% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 18,514 | $460.6 萬 | 0.9% | – | – | 歷史 |
| TTTrane Technologies plc | SHS | 27,649 | $457.7 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 59,640 | $452.5 萬 | 0.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,365 | $452.0 萬 | 0.8% | – | – | – |
| PNCPNC Financial Services Group, Inc. | Stock | 25,219 | $442.4 萬 | 0.8% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 39,958 | $407.3 萬 | 0.8% | – | – | – |
| TFCTruist Financial Corp | COM | 69,495 | $405.3 萬 | 0.8% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 29,281 | $404.9 萬 | 0.8% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 49,034 | $404.5 萬 | 0.8% | – | – | – |
| ARWArrow Electronics, Inc. | COM | 36,331 | $402.6 萬 | 0.8% | – | – | 歷史 |
| HUNHuntsman CORP | COM | 135,066 | $389.4 萬 | 0.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,786 | $369.5 萬 | 0.7% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 7,775 | $354.8 萬 | 0.7% | – | – | 歷史 |
| CSLCarlisle Companies Inc | COM | 21,126 | $347.7 萬 | 0.7% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 32,607 | $345.6 萬 | 0.6% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 15,254 | $343.3 萬 | 0.6% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 61,776 | $341.7 萬 | 0.6% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 58,674 | $341.2 萬 | 0.6% | – | – | 歷史 |
| CVXChevron Corp | Stock | 31,222 | $327.2 萬 | 0.6% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 87,078 | $326.1 萬 | 0.6% | – | – | 歷史 |
| DHIHorton D R Inc | COM | 36,230 | $322.9 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 10,394 | $317.3 萬 | 0.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 14,489 | $314.5 萬 | 0.6% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 44,603 | $313.0 萬 | 0.6% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 9,770 | $311.8 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 10,530 | $310.1 萬 | 0.6% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 58,347 | $306.0 萬 | 0.6% | – | – | 歷史 |
| LINLinde PLC | SHS | 10,791 | $302.3 萬 | 0.6% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 40,157 | $298.9 萬 | 0.6% | – | – | – |
| COFCapital One Financial Corp | Stock | 23,405 | $297.8 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 18,006 | $295.9 萬 | 0.6% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 12,774 | $291.3 萬 | 0.5% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 17,538 | $280.8 萬 | 0.5% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 45,642 | $254.8 萬 | 0.5% | – | – | 歷史 |
| CORCencora, Inc. | Stock | 21,314 | $251.7 萬 | 0.5% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 32,665 | $245.7 萬 | 0.5% | – | – | 歷史 |
| ALLEAllegion plc | ORD SHS | 19,323 | $242.7 萬 | 0.5% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 17,315 | $230.1 萬 | 0.4% | – | – | 歷史 |
| RYRoyal Bank of Canada | Stock | 23,613 | $217.7 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 19,800 | $214.3 萬 | 0.4% | – | – | 歷史 |
| CBChubb Ltd | Stock | 13,487 | $213.1 萬 | 0.4% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 24,037 | $203.6 萬 | 0.4% | – | – | 歷史 |
| KRNYKearny Financial Corp. | COM | 166,946 | $201.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 5,458 | $198.8 萬 | 0.4% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 26,620 | $191.2 萬 | 0.4% | – | – | – |
| PHParker-Hannifin Corp | Stock | 6,011 | $189.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 29,439 | $189.5 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 17,219 | $186.9 萬 | 0.4% | – | – | – |
| PSXPhillips 66 | Stock | 22,188 | $180.9 萬 | 0.3% | – | – | 歷史 |
| RTXRTX Corp | Stock | 22,517 | $174.0 萬 | 0.3% | – | – | 歷史 |
| COPConocoPhillips | Stock | 32,694 | $173.2 萬 | 0.3% | – | – | 歷史 |
| PPLPPL Corp | COM | 59,804 | $172.5 萬 | 0.3% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 12,836 | $170.2 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 56,020 | $169.6 萬 | 0.3% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 13,802 | $168.1 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,486 | $166.9 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 25,885 | $165.7 萬 | 0.3% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 4,647 | $164.0 萬 | 0.3% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 14,019 | $160.0 萬 | 0.3% | – | – | – |
| DDominion Energy, Inc | Stock | 20,957 | $159.2 萬 | 0.3% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 9,059 | $155.4 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,662 | $145.1 萬 | 0.3% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 17,903 | $141.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,140 | $137.4 萬 | 0.3% | – | – | – |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 41,251 | $136.7 萬 | 0.3% | – | – | – |
| DEDeere & Co | Stock | 3,476 | $130.1 萬 | 0.2% | – | – | 歷史 |
| TMToyota Motor Corp | ADS | 8,325 | $129.9 萬 | 0.2% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 16,548 | $129.7 萬 | 0.2% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 4,684 | $125.8 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,285 | $122.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 24,806 | $121.8 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 4,933 | $114.4 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,099 | $112.9 萬 | 0.2% | – | – | 歷史 |