Cedar Wealth Management, LLC
- SEC CIK
- 0001665642
- 最新申報
- 2026/8/12
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
- 243
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.01 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 Morningstar Total Stock Market ETF922908769 | ETF | 197,234 | $4,077 萬 | 20.3% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 239,922 | $2,129 萬 | 10.6% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 257,990 | $1,320 萬 | 6.6% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 184,856 | $1,122 萬 | 5.6% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 114,812 | $846.7 萬 | 4.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 76,328 | $556.6 萬 | 2.8% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 87,493 | $422.3 萬 | 2.1% | – | – | – |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 12,413 | $368.1 萬 | 1.8% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 47,930 | $302.0 萬 | 1.5% | – | – | – |
| Invesco Exchange Traded FD T46137V431 | S&P 500 GARP ETF | 34,823 | $283.7 萬 | 1.4% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 36,463 | $252.3 萬 | 1.3% | – | – | – |
| Flexshares Tr33939L662 | HIG YLD VL ETF | 50,881 | $252.0 萬 | 1.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 9,794 | $232.3 萬 | 1.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E214 | S&P INTL QULTY | 77,087 | $225.1 萬 | 1.1% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 49,472 | $219.3 萬 | 1.1% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 42,058 | $217.3 萬 | 1.1% | – | – | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 36,552 | $216.5 萬 | 1.1% | – | – | – |
| SFBSServisFirst Bancshares, Inc. | COM | 34,510 | $211.6 萬 | 1.1% | – | – | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 30,519 | $181.5 萬 | 0.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 28,859 | $180.9 萬 | 0.9% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 26,259 | $179.9 萬 | 0.9% | – | – | – |
| TAT&T Inc. | Stock | 54,703 | $165.6 萬 | 0.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 534 | $165.2 萬 | 0.8% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 16,554 | $165.0 萬 | 0.8% | – | – | – |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 15,894 | $162.1 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,458 | $152.3 萬 | 0.8% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 24,475 | $143.3 萬 | 0.7% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 27,103 | $139.7 萬 | 0.7% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 26,512 | $134.3 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 10,904 | $133.2 萬 | 0.7% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 18,838 | $123.0 萬 | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 19,562 | $120.3 萬 | 0.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 31,528 | $119.5 萬 | 0.6% | – | – | – |
| FFord Motor Co | Stock | 96,745 | $118.5 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 27,720 | $117.2 萬 | 0.6% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 5,511 | $114.1 萬 | 0.6% | – | – | – |
| RIGTransocean Ltd. | REGISTERED SHS | 321,243 | $114.0 萬 | 0.6% | – | – | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 42,230 | $112.4 萬 | 0.6% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 5,795 | $104.2 萬 | 0.5% | – | – | – |
| CVXChevron Corp | Stock | 9,875 | $103.5 萬 | 0.5% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 6,329 | $101.2 萬 | 0.5% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 106,762 | $91.8 萬 | 0.5% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 27,472 | $88.2 萬 | 0.4% | – | – | – |
| KHCKraft Heinz Co | Stock | 22,039 | $88.2 萬 | 0.4% | – | – | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 103,059 | $87.4 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 11,014 | $84.9 萬 | 0.4% | – | – | 歷史 |
| DLTRDollar Tree, Inc. | COM | 7,209 | $82.5 萬 | 0.4% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 22,019 | $79.7 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717X610 | EURO QTLY DIV GR | 25,294 | $79.1 萬 | 0.4% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,706 | $78.4 萬 | 0.4% | – | – | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 18,157 | $75.3 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 5,750 | $74.6 萬 | 0.4% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 24,967 | $68.6 萬 | 0.3% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 17,911 | $67.4 萬 | 0.3% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 318 | $65.6 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,068 | $65.0 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286509 | MSCI CDA ETF | 18,999 | $64.7 萬 | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,292 | $63.6 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 11,063 | $61.8 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,084 | $61.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G672 | CORE INTL AGGR | 10,771 | $59.1 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 30,465 | $58.9 萬 | 0.3% | – | – | – |
| Barrick Gold Corp067901108 | COM | 28,727 | $56.9 萬 | 0.3% | – | – | – |
| Flexshares Tr33939L845 | QLT DIV DEF IDX | 10,782 | $55.1 萬 | 0.3% | – | – | – |
| iShares Inc464286103 | MSCI AUST ETF | 20,954 | $51.9 萬 | 0.3% | – | – | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 9,187 | $51.2 萬 | 0.3% | – | – | – |
| Flexshares Tr33939L860 | QUALT DIVD IDX | 9,607 | $51.2 萬 | 0.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,601 | $51.1 萬 | 0.3% | – | – | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 6,455 | $50.0 萬 | 0.2% | – | – | – |
| NEMNEWMONT Corp | Stock | 8,218 | $49.5 萬 | 0.2% | – | – | 歷史 |
| CLVRClever Leaves Holdings Inc. | COM | 48,071 | $49.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 4,469 | $48.5 萬 | 0.2% | – | – | – |
| PINSPinterest, Inc. | CL A | 6,521 | $48.3 萬 | 0.2% | – | – | 歷史 |
| DMTKDermTech, Inc. | COM | 9,513 | $48.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 5,828 | $48.1 萬 | 0.2% | – | – | – |
| MOSMosaic Co | COM | 14,228 | $45.0 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,392 | $44.7 萬 | 0.2% | – | – | 歷史 |
| NGNovagold Resources Inc | COM NEW | 50,792 | $44.1 萬 | 0.2% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 1,896 | $43.5 萬 | 0.2% | – | – | 歷史 |
| DDSDillard's, Inc. | CL A | 4,200 | $40.6 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 5,189 | $39.6 萬 | 0.2% | – | – | – |
| EGOEldorado Gold Corp | COM | 35,304 | $38.1 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 945 | $37.5 萬 | 0.2% | – | – | 歷史 |
| ELVElevance Health, Inc. | Stock | 991 | $35.6 萬 | 0.2% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 5,225 | $33.5 萬 | 0.2% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,270 | $30.9 萬 | 0.2% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 878 | $30.0 萬 | 0.1% | – | – | – |
| SBUXStarbucks Corp | Stock | 2,556 | $27.9 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,691 | $27.8 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 686 | $27.3 萬 | 0.1% | – | – | – |
| iShares Tr464288497 | DEVSMCP EXNA ETF | 4,024 | $26.5 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 7,229 | $26.2 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 977 | $25.0 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,072 | $23.6 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,380 | $22.6 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,538 | $22.3 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 980 | $22.2 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,766 | $21.0 萬 | 0.1% | – | – | – |
| FEFirstenergy Corp | COM | 5,800 | $20.1 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 4,927 | $20.0 萬 | 0.1% | – | – | – |