Personal Cfo Solutions, LLC
- SEC CIK
- 0001677501
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/21 申報。只含多頭部位。
- 持股檔數
- 407
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.63 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 |
|---|---|---|---|---|---|---|---|
| ARDXArdelyx, Inc. | COM | 60,000 | $39.7 萬 | 0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 3,518 | $40.4 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 13,252 | $41.3 萬 | 0.1% | – | – | – |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 2,991 | $42.0 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,918 | $42.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,707 | $43.2 萬 | 0.1% | – | – | – |
| MMM3M Co | Stock | 2,249 | $43.3 萬 | 0.1% | – | – | 歷史 |
| ENSGEnsign Group, Inc | COM | 4,633 | $43.5 萬 | 0.1% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,396 | $44.0 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 12,475 | $44.1 萬 | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 1,982 | $44.6 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,818 | $45.2 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 2,583 | $45.3 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,454 | $46.1 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 10,399 | $46.3 萬 | 0.1% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 7,407 | $46.7 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 3,442 | $46.8 萬 | 0.1% | – | – | 歷史 |
| SONYSony Group Corp | SPONSORED ADR | 4,424 | $46.9 萬 | 0.1% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 7,879 | $47.4 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 6,533 | $47.5 萬 | 0.1% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 3,659 | $47.9 萬 | 0.1% | – | – | 歷史 |
| Osi ETF Tr67110P407 | OSHARES US QUALT | 11,999 | $47.9 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 2,218 | $48.1 萬 | 0.1% | – | – | 歷史 |
| UHSUniversal Health Services Inc | CL B | 3,613 | $48.2 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,156 | $48.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,991 | $48.4 萬 | 0.1% | – | – | – |
| VanEck Vectors ETF Tr92189F379 | CHINAAMC CHINA B | 20,469 | $48.6 萬 | 0.1% | – | – | – |
| KNSAKiniksa Pharmaceuticals International, plc | COM CL A | 26,238 | $48.6 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,455 | $48.9 萬 | 0.1% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 10,923 | $49.3 萬 | 0.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,065 | $49.4 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,693 | $49.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,398 | $50.0 萬 | 0.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,618 | $50.2 萬 | 0.1% | – | – | – |
| CARRCarrier Global Corp | Stock | 11,904 | $50.3 萬 | 0.1% | – | – | 歷史 |
| ARGXArgenx SE | SPONSORED ADR | 1,826 | $50.3 萬 | 0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 6,497 | $50.5 萬 | 0.1% | – | – | 歷史 |
| DGXQuest Diagnostics Inc | COM | 3,936 | $50.5 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,974 | $51.4 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,400 | $51.5 萬 | 0.1% | – | – | – |
| DVADavita Inc. | COM | 4,779 | $51.5 萬 | 0.1% | – | – | 歷史 |
| ICLRIcon PLC | COM | 2,628 | $51.6 萬 | 0.1% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 9,394 | $51.6 萬 | 0.1% | – | – | – |
| NICENICE Ltd. | SPONSORED ADR | 2,404 | $52.4 萬 | 0.1% | – | – | 歷史 |
| KRKroger Co | Stock | 14,614 | $52.6 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 989 | $52.8 萬 | 0.1% | – | – | 歷史 |
| XYLXylem Inc. | COM | 5,081 | $53.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287515 | EXPANDED TECH | 1,569 | $53.6 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,476 | $53.8 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 5,589 | $54.0 萬 | 0.1% | – | – | 歷史 |
| MSCIMSCI Inc. | Stock | 1,292 | $54.2 萬 | 0.1% | – | – | 歷史 |
| WRBBerkley W R Corp | COM | 7,223 | $54.4 萬 | 0.1% | – | – | 歷史 |
| EMNEastman Chemical Co | Stock | 4,975 | $54.8 萬 | 0.1% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 2,517 | $55.5 萬 | 0.1% | – | – | 歷史 |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 8,345 | $55.7 萬 | 0.1% | – | – | – |
| GILDGilead Sciences, Inc. | Stock | 8,756 | $56.6 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,998 | $56.7 萬 | 0.1% | – | – | 歷史 |
| HUMHumana Inc | Stock | 1,363 | $57.1 萬 | 0.1% | – | – | 歷史 |
| XRXXerox Holdings Corp | COM NEW | 23,609 | $57.3 萬 | 0.1% | – | – | 歷史 |
| PHMPultegroup Inc | COM | 10,956 | $57.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 3,209 | $59.5 萬 | 0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 3,159 | $59.5 萬 | 0.1% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 6,875 | $60.5 萬 | 0.1% | – | – | 歷史 |
| GPCGenuine Parts Co | Stock | 5,254 | $60.7 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,890 | $61.5 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 11,035 | $61.6 萬 | 0.1% | – | – | 歷史 |
| CNACna Financial Corp | COM | 13,797 | $61.6 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,823 | $62.4 萬 | 0.1% | – | – | – |
| OMCOmnicom Group Inc. | COM | 8,530 | $63.3 萬 | 0.1% | – | – | 歷史 |
| LKQLKQ Corp | COM | 14,945 | $63.3 萬 | 0.1% | – | – | 歷史 |
| CICigna Group | Stock | 2,636 | $63.7 萬 | 0.1% | – | – | 歷史 |
| NRGNRG Energy, Inc. | Stock | 17,064 | $64.4 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 3,404 | $64.7 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 8,412 | $65.0 萬 | 0.1% | – | – | 歷史 |
| ACADAcadia Pharmaceuticals Inc | COM | 25,200 | $65.0 萬 | 0.1% | – | – | 歷史 |
| TSNTyson Foods, Inc. | Stock | 8,850 | $65.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 7,210 | $66.2 萬 | 0.1% | – | – | – |
| MDTMedtronic plc | Stock | 5,627 | $66.5 萬 | 0.1% | – | – | 歷史 |
| HIIHuntington Ingalls Industries, Inc. | COM | 3,290 | $67.7 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 8,130 | $68.2 萬 | 0.1% | – | – | – |
| BBYBest Buy Co Inc | Stock | 6,008 | $69.0 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,069 | $69.6 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,736 | $69.9 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,496 | $70.5 萬 | 0.2% | – | – | – |
| MHKMohawk Industries Inc | COM | 3,677 | $70.7 萬 | 0.2% | – | – | 歷史 |
| ALGNAlign Technology Inc | COM | 1,308 | $70.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V639 | AI AND NEXT GEN | 4,609 | $71.8 萬 | 0.2% | – | – | – |
| AXPAmerican Express Co | Stock | 5,163 | $73.0 萬 | 0.2% | – | – | 歷史 |
| BIIBBiogen Inc. | COM | 2,664 | $74.5 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,656 | $75.4 萬 | 0.2% | – | – | 歷史 |
| Metaurus Equity Component Tr59140L100 | US EQT CUM 2027 | 73,396 | $75.6 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,510 | $76.6 萬 | 0.2% | – | – | 歷史 |
| URIUnited Rentals, Inc. | COM | 2,381 | $78.4 萬 | 0.2% | – | – | 歷史 |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 20,732 | $78.6 萬 | 0.2% | – | – | 歷史 |
| HPQHP Inc | Stock | 24,917 | $79.1 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 11,512 | $80.2 萬 | 0.2% | – | – | – |
| AONAon plc | CL A | 3,488 | $80.3 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,097 | $81.1 萬 | 0.2% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 14,900 | $81.8 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 21,200 | $82.0 萬 | 0.2% | – | – | 歷史 |