Cooper/Haims Advisors, LLC
- SEC CIK
- 0001654033
- 最新申報
- 2026/8/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/28 申報。只含多頭部位。
- 持股檔數
- 79
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.41 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 |
|---|---|---|---|---|---|---|---|
| Schwab Emerging Markets Equity ETF808524706 | ETF | 775,578 | $2,465 萬 | 17.4% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 285,141 | $1,796 萬 | 12.7% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 167,640 | $1,610 萬 | 11.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 227,456 | $1,227 萬 | 8.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 29,319 | $1,166 萬 | 8.3% | – | – | – |
| PAYXPaychex Inc | Stock | 68,731 | $673.7 萬 | 4.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 32,608 | $398.3 萬 | 2.8% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 104,137 | $391.8 萬 | 2.8% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 35,344 | $352.3 萬 | 2.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 16,978 | $220.3 萬 | 1.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,013 | $198.7 萬 | 1.4% | – | – | 歷史 |
| TDAYUSA TODAY Co., Inc. | COM | 361,825 | $194.7 萬 | 1.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,038 | $189.5 萬 | 1.3% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 31,757 | $181.4 萬 | 1.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 536 | $165.8 萬 | 1.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 4,383 | $159.7 萬 | 1.1% | – | – | – |
| BGSB&G Foods, Inc. | COM | 46,498 | $144.4 萬 | 1.0% | – | – | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 63,797 | $116.7 萬 | 0.8% | – | – | 歷史 |
| WBTWelbilt, Inc. | COM | 69,199 | $112.4 萬 | 0.8% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,624 | $106.7 萬 | 0.8% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,229 | $106.3 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,877 | $85.7 萬 | 0.6% | – | – | – |
| DISWalt Disney Co | Stock | 4,643 | $85.7 萬 | 0.6% | – | – | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3,414 | $80.2 萬 | 0.6% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 10,104 | $75.2 萬 | 0.5% | – | – | – |
| CVXChevron Corp | Stock | 6,815 | $71.4 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 317 | $65.4 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 872 | $58.2 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,336 | $57.7 萬 | 0.4% | – | – | 歷史 |
| Mogo Inc60800C109 | COM | 67,132 | $57.1 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,455 | $56.8 萬 | 0.4% | – | – | 歷史 |
| STZConstellation Brands, Inc. | Stock | 2,280 | $52.0 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 9,366 | $49.4 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,857 | $47.4 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 7,192 | $46.0 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,025 | $45.7 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 3,716 | $44.5 萬 | 0.3% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,913 | $44.3 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,116 | $44.1 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 213 | $44.1 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,265 | $43.5 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,939 | $42.1 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,249 | $39.9 萬 | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 9,872 | $38.2 萬 | 0.3% | – | – | 歷史 |
| IIPRInnovative Industrial Properties Inc | COM | 2,060 | $37.1 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,431 | $37.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287846 | DOW JONES US ETF | 3,701 | $37.0 萬 | 0.3% | – | – | – |
| ORealty Income Corp | REIT | 5,697 | $36.2 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,655 | $35.0 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 3,191 | $34.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 3,829 | $34.0 萬 | 0.2% | – | – | – |
| GHMGraham Corp | COM | 23,387 | $33.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,346 | $30.7 萬 | 0.2% | – | – | – |
| LULUlululemon athletica inc. | Stock | 977 | $30.0 萬 | 0.2% | – | – | 歷史 |
| CGCCanopy Growth Corp | COM | 9,254 | $29.6 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,126 | $28.9 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,155 | $27.7 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,293 | $27.4 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,643 | $26.4 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 964 | $24.6 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,118 | $24.6 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 676 | $24.1 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,761 | $23.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,495 | $23.4 萬 | 0.2% | – | – | – |
| ProShares Tr74347B201 | PSHS ULTSH 20YRS | 10,708 | $23.3 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 650 | $22.9 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 422 | $22.5 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 797 | $22.4 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,823 | $21.8 萬 | 0.2% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 434 | $21.7 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 5,178 | $21.1 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 3,819 | $20.7 萬 | 0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 3,594 | $20.7 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 3,539 | $20.6 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,206 | $20.5 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 1,731 | $20.4 萬 | 0.1% | – | – | 歷史 |
| MROMarathon Oil Corp | COM | 10,925 | $11.7 萬 | 0.1% | – | – | 歷史 |
| ABEVAmbev S.A. | SPONSORED ADR | 16,430 | $4.50 萬 | <0.1% | – | – | 歷史 |
| AMPEAmpio Pharmaceuticals, Inc. | COM | 10,000 | $1.70 萬 | <0.1% | – | – | 歷史 |