Bridgeworth, LLC
- SEC CIK
- 0001691804
- 最新申報
- 2024/1/26
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 128
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.17 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 S&P 500 ETF922908363 | ETF | 159,751 | $5,820 萬 | 18.4% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 241,972 | $4,281 萬 | 13.5% | – | – | – |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 159,199 | $2,809 萬 | 8.9% | – | – | – |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 85,124 | $1,693 萬 | 5.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 54,210 | $1,121 萬 | 3.5% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 135,068 | $1,069 萬 | 3.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 24,289 | $962.7 萬 | 3.0% | – | – | 歷史 |
| SOSouthern Co | Stock | 134,914 | $838.6 萬 | 2.6% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 17,165 | $817.1 萬 | 2.6% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 91,943 | $778.9 萬 | 2.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 138,270 | $679.0 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 47,570 | $581.1 萬 | 1.8% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 18,547 | $476.7 萬 | 1.5% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 31,004 | $423.8 萬 | 1.3% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 15,208 | $357.3 萬 | 1.1% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 19,149 | $354.8 萬 | 1.1% | – | – | – |
| GPNGlobal Payments Inc | Stock | 15,201 | $306.4 萬 | 1.0% | – | – | 歷史 |
| GLGlobe Life Inc. | COM | 28,750 | $277.8 萬 | 0.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 871 | $269.5 萬 | 0.9% | – | – | 歷史 |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 27,043 | $254.2 萬 | 0.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 45,016 | $253.9 萬 | 0.8% | – | – | – |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 29,745 | $241.9 萬 | 0.8% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 147,561 | $239.9 萬 | 0.8% | – | – | 歷史 |
| TAT&T Inc. | Stock | 74,904 | $226.7 萬 | 0.7% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 11,212 | $207.7 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 57,138 | $178.9 萬 | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,646 | $171.3 萬 | 0.5% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 16,876 | $169.0 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 4,235 | $168.5 萬 | 0.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,894 | $162.5 萬 | 0.5% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 10,571 | $160.4 萬 | 0.5% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 15,491 | $157.9 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,932 | $148.1 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 4,748 | $144.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,688 | $143.5 萬 | 0.5% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 24,110 | $139.4 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,288 | $139.2 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,283 | $137.5 萬 | 0.4% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 10,725 | $134.6 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 7,131 | $131.6 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,712 | $126.8 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,755 | $117.2 萬 | 0.4% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 22,039 | $116.2 萬 | 0.4% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $115.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 8,289 | $111.8 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,326 | $104.0 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 27,355 | $96.7 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,608 | $93.4 萬 | 0.3% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 22,304 | $91.6 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,506 | $89.6 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,548 | $81.3 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 5,567 | $75.6 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 3,757 | $73.3 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,934 | $71.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 5,362 | $70.5 萬 | 0.2% | – | – | – |
| ESEversource Energy | Stock | 8,035 | $69.6 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,190 | $67.0 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 13,576 | $66.8 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,020 | $66.7 萬 | 0.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 3,938 | $63.0 萬 | 0.2% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 29,907 | $61.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 4,577 | $58.8 萬 | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 11,282 | $58.7 萬 | 0.2% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 5,966 | $58.0 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 15,613 | $56.6 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,243 | $53.7 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,505 | $53.6 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 252 | $52.1 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,948 | $51.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G268 | RUSEL 2500 ETF | 8,226 | $51.7 萬 | 0.2% | – | – | – |
| DEDeere & Co | Stock | 1,325 | $49.6 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 12,897 | $48.9 萬 | 0.2% | – | – | – |
| LUVSouthwest Airlines Co | COM | 7,675 | $46.9 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 6,386 | $44.2 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 1,571 | $43.4 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,901 | $42.6 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 2,250 | $42.0 萬 | 0.1% | – | – | 歷史 |
| SSBSouthState Bank Corp | COM | 5,320 | $41.8 萬 | 0.1% | – | – | 歷史 |
| SNVSynovus Financial Corp | COM NEW | 9,000 | $41.2 萬 | 0.1% | – | – | 歷史 |
| TLRYTilray Brands, Inc. | COM CL 2 | 18,003 | $40.9 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 6,296 | $40.3 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,627 | $40.0 萬 | 0.1% | – | – | 歷史 |
| EQTEQT Corp | Stock | 21,081 | $39.2 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 7,094 | $37.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,402 | $36.2 萬 | 0.1% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 14,568 | $36.2 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 4,767 | $36.0 萬 | 0.1% | – | – | 歷史 |
| HASHasbro, Inc. | COM | 3,679 | $35.4 萬 | 0.1% | – | – | 歷史 |
| LSILife Storage, Inc. | COM | 4,054 | $34.8 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,348 | $34.3 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 2,220 | $33.7 萬 | 0.1% | – | – | – |
| FANGDiamondback Energy, Inc. | Stock | 4,459 | $32.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,091 | $32.7 萬 | 0.1% | – | – | – |
| DUKDuke Energy CORP | Stock | 3,281 | $31.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,915 | $31.7 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 7,959 | $30.8 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 1,747 | $30.8 萬 | 0.1% | – | – | – |
| PRAProassurance Corp | COM | 11,131 | $29.8 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,483 | $29.3 萬 | 0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 1,501 | $28.3 萬 | 0.1% | – | – | 歷史 |