FFT Wealth Management LLC
- SEC CIK
- 0001653199
- 最新申報
- 2026/7/27
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 26
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.05 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 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 174,917 | $6,933 萬 | 22.7% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 215,545 | $5,610 萬 | 18.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 84,803 | $3,374 萬 | 11.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 273,852 | $2,972 萬 | 9.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 269,591 | $1,942 萬 | 6.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 246,379 | $1,586 萬 | 5.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 288,804 | $1,503 萬 | 4.9% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 207,455 | $1,435 萬 | 4.7% | – | – | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 447,354 | $1,364 萬 | 4.5% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 84,976 | $780.6 萬 | 2.6% | – | – | – |
| Global X FDS37954Y343 | GLBL X MLP ETF | 218,832 | $723.9 萬 | 2.4% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 88,003 | $650.6 萬 | 2.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 18,035 | $398.5 萬 | 1.3% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 32,195 | $367.3 萬 | 1.2% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 7,457 | $154.4 萬 | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,640 | $135.1 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 14,589 | $110.7 萬 | 0.4% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,577 | $92.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,408 | $91.1 萬 | 0.3% | – | – | – |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 13,967 | $71.6 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 9,210 | $45.2 萬 | 0.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 5,819 | $42.4 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,305 | $31.7 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 10,139 | $31.7 萬 | 0.1% | – | – | – |
| iShares Tr464288505 | MRGSTR SM CP ETF | 1,021 | $23.0 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 1,398 | $21.2 萬 | 0.1% | – | – | – |