Simon Quick Advisors, LLC
- SEC CIK
- 0001692038
- 最新申報
- 2026/7/28
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/6 申報。只含多頭部位。
- 持股檔數
- 456
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.40 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 |
|---|---|---|---|---|---|---|---|
| MRKMerck & Co., Inc. | Stock | 7,939 | $61.2 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 3,433 | $63.3 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,615 | $64.2 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 1,813 | $65.0 萬 | 0.2% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,045 | $65.4 萬 | 0.2% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 4,819 | $67.5 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 8,123 | $68.8 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 3,066 | $72.0 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,580 | $75.9 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,504 | $76.4 萬 | 0.2% | – | – | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 9,000 | $79.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,999 | $80.9 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 10,262 | $84.6 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,190 | $85.2 萬 | 0.3% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 43,333 | $86.6 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,804 | $88.3 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,101 | $89.0 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,161 | $97.9 萬 | 0.3% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 9,735 | $99.3 萬 | 0.3% | – | – | – |
| TWTRTwitter, Inc. | COM | 17,417 | $110.8 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 359 | $111.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,451 | $116.7 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,379 | $123.1 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 14,453 | $138.7 萬 | 0.4% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 8,984 | $143.2 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 6,693 | $148.1 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,775 | $160.7 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,880 | $169.1 萬 | 0.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 34,532 | $169.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 6,252 | $171.7 萬 | 0.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 7,843 | $175.5 萬 | 0.5% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 6,007 | $180.6 萬 | 0.5% | – | – | – |
| CCICrown Castle Inc. | REIT | 13,761 | $236.8 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 10,029 | $237.9 萬 | 0.7% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 27,782 | $270.2 萬 | 0.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,524 | $271.7 萬 | 0.8% | – | – | 歷史 |
| GBDCGolub Capital BDC, Inc. | COM | 196,656 | $287.5 萬 | 0.8% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 30,365 | $306.9 萬 | 0.9% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 27,807 | $328.2 萬 | 1.0% | – | – | – |
| BALLBALL Corp | COM | 41,011 | $347.5 萬 | 1.0% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 15,273 | $397.5 萬 | 1.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 31,893 | $469.0 萬 | 1.4% | – | – | – |
| DAVAEndava plc | ADS | 62,654 | $530.6 萬 | 1.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 46,023 | $562.1 萬 | 1.7% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 42,504 | $644.1 萬 | 1.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 29,420 | $650.0 萬 | 1.9% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 140,644 | $768.4 萬 | 2.3% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 111,371 | $770.5 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 64,859 | $852.6 萬 | 2.5% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 154,563 | $852.8 萬 | 2.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 33 | $1,273 萬 | 3.7% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 66,627 | $1,619 萬 | 4.8% | – | – | – |
| BACBank of America Corp | Stock | 458,645 | $1,775 萬 | 5.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 400,737 | $2,963 萬 | 8.7% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 162,530 | $4,178 萬 | 12.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 166,459 | $6,597 萬 | 19.4% | – | – | 歷史 |