RGT Wealth Advisors, LLC
- SEC CIK
- 0001689872
- 最新申報
- 2022/11/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 59
- 2020 年第 4 季沒有 13F 資料
- 總值
- $5.12 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 |
|---|---|---|---|---|---|---|---|
| iShares Inc464286525 | MSCI GBL MIN VOL | 1,771,701 | $1.75 億 | 34.1% | – | – | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 6,809,974 | $1.16 億 | 22.6% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 848,419 | $8,547 萬 | 16.7% | – | – | – |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 2,765,868 | $5,606 萬 | 10.9% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 660,884 | $3,727 萬 | 7.3% | – | – | – |
| GLDSPDR Gold Trust | ETF | 39,018 | $624.1 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 117,873 | $595.5 萬 | 1.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 7,611 | $268.3 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 8,739 | $266.8 萬 | 0.5% | – | – | 歷史 |
| UAUnder Armour, Inc. | CL C | 135,748 | $250.6 萬 | 0.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 16,111 | $196.8 萬 | 0.4% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 114,000 | $185.4 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,295 | $91.0 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,904 | $89.9 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 400 | $82.5 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,854 | $73.6 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,850 | $72.8 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 3,152 | $70.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,785 | $65.0 萬 | 0.1% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,880 | $63.6 萬 | 0.1% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 4,218 | $62.0 萬 | 0.1% | – | – | – |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 67,649 | $61.6 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,240 | $59.8 萬 | 0.1% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 13,643 | $53.3 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,182 | $52.3 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 8,000 | $52.1 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,059 | $50.0 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 235 | $48.6 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,340 | $47.9 萬 | 0.1% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 7,244 | $47.9 萬 | 0.1% | – | – | 歷史 |
| PRGPROG Holdings, Inc. | Stock | 8,893 | $38.5 萬 | 0.1% | – | – | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 1,438 | $34.6 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,147 | $34.1 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 902 | $33.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,375 | $33.2 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,234 | $31.7 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,192 | $30.7 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 4,316 | $30.3 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 945 | $30.2 萬 | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,571 | $29.9 萬 | 0.1% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 5,502 | $29.7 萬 | 0.1% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 642 | $29.3 萬 | 0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,139 | $28.4 萬 | 0.1% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 787 | $27.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 3,256 | $27.0 萬 | 0.1% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 913 | $26.9 萬 | 0.1% | – | – | 歷史 |
| CECelanese Corp | Stock | 1,775 | $26.6 萬 | 0.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,067 | $25.2 萬 | <0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 476 | $22.6 萬 | <0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,000 | $22.4 萬 | <0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 2,936 | $22.3 萬 | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 974 | $22.1 萬 | <0.1% | – | – | 歷史 |
| FISFidelity National Information Services, Inc. | Stock | 1,561 | $21.9 萬 | <0.1% | – | – | 歷史 |
| ETEnergy Transfer LP | COM UT LTD PTN | 28,100 | $21.6 萬 | <0.1% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,540 | $21.4 萬 | <0.1% | – | – | 歷史 |
| Vanguard Financials ETF92204A405 | ETF | 2,469 | $20.9 萬 | <0.1% | – | – | – |
| INTCIntel Corp | Stock | 3,152 | $20.2 萬 | <0.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 10,991 | $18.3 萬 | <0.1% | – | – | 歷史 |
| SVRASavara Inc | COM | 10,000 | $2.10 萬 | <0.1% | – | – | 歷史 |