Mascoma Wealth Management LLC
- SEC CIK
- 0001695664
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 473
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.32 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 Core S&P U.S. Growth ETF464287671 | ETF | 255,884 | $2,323 萬 | 10.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 51,514 | $2,049 萬 | 8.8% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 320,135 | $1,625 萬 | 7.0% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 242,648 | $1,327 萬 | 5.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 238,884 | $1,173 萬 | 5.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 93,703 | $1,067 萬 | 4.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 102,338 | $708.1 萬 | 3.0% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 145,523 | $637.1 萬 | 2.7% | – | – | – |
| Fidelity Covington Trust316092832 | DIVID ETF RISI | 140,477 | $564.6 萬 | 2.4% | – | – | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 76,326 | $516.8 萬 | 2.2% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 150,663 | $471.7 萬 | 2.0% | – | – | – |
| AAPLApple Inc. | Stock | 36,229 | $442.5 萬 | 1.9% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 56,542 | $431.8 萬 | 1.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,214 | $421.7 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 18,708 | $400.5 萬 | 1.7% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 73,789 | $372.8 萬 | 1.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,005 | $364.5 萬 | 1.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 60,966 | $354.5 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 29,250 | $318.5 萬 | 1.4% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 78,415 | $259.1 萬 | 1.1% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 7,334 | $242.3 萬 | 1.0% | – | – | – |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 37,280 | $219.8 萬 | 0.9% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,079 | $201.2 萬 | 0.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,348 | $199.1 萬 | 0.9% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 18,727 | $198.2 萬 | 0.9% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 5,328 | $194.1 萬 | 0.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 12,330 | $181.3 萬 | 0.8% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 15,619 | $178.2 萬 | 0.8% | – | – | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 42,291 | $175.5 萬 | 0.8% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 42,531 | $163.9 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,390 | $150.6 萬 | 0.6% | – | – | 歷史 |
| TAT&T Inc. | Stock | 43,506 | $131.7 萬 | 0.6% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,001 | $124.4 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 16,911 | $123.4 萬 | 0.5% | – | – | – |
| UNPUnion Pacific Corp | Stock | 5,480 | $120.8 萬 | 0.5% | – | – | 歷史 |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 11,782 | $118.6 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 43,639 | $116.8 萬 | 0.5% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 23,334 | $106.9 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,342 | $104.2 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 27,388 | $99.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 12,150 | $92.2 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,000 | $90.9 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 287 | $88.8 萬 | 0.4% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430230 | ULTR SHOR BD ETF | 17,365 | $88.2 萬 | 0.4% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 16,033 | $87.7 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 10,509 | $82.2 萬 | 0.4% | – | – | – |
| SPDR Ser Tr78468R655 | S&P KENSHO CLEAN | 7,142 | $81.4 萬 | 0.4% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 29,567 | $76.8 萬 | 0.3% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 10,805 | $74.4 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,428 | $62.0 萬 | 0.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,526 | $60.5 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 4,551 | $55.4 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,020 | $54.4 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 8,482 | $54.3 萬 | 0.2% | – | – | 歷史 |
| First Trust Cloud Computing ETF33734X192 | ETF | 5,638 | $54.0 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,160 | $52.5 萬 | 0.2% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 10,670 | $51.5 萬 | 0.2% | – | – | – |
| iShares Tr46436E551 | ESG SELECT SCRE | 14,127 | $50.8 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 2,941 | $50.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 9,116 | $49.8 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 1,910 | $48.7 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,128 | $47.6 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 6,126 | $47.3 萬 | 0.2% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 7,031 | $46.5 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,361 | $44.8 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 2,455 | $43.3 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 7,658 | $42.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,150 | $42.4 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 2,290 | $42.3 萬 | 0.2% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 1,600 | $41.8 萬 | 0.2% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,242 | $40.2 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 827 | $37.7 萬 | 0.2% | – | – | 歷史 |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 3,900 | $37.6 萬 | 0.2% | – | – | – |
| HWMHowmet Aerospace Inc. | Stock | 11,662 | $37.5 萬 | 0.2% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,200 | $35.4 萬 | 0.2% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 14,296 | $34.7 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,720 | $34.6 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 164 | $33.8 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 6,230 | $32.8 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 875 | $32.6 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,260 | $32.0 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,342 | $31.8 萬 | 0.1% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 3,195 | $31.5 萬 | 0.1% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 1,593 | $30.0 萬 | 0.1% | – | – | 歷史 |
| GRWGGrowGeneration Corp. | COM | 6,000 | $29.8 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 829 | $29.2 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 985 | $29.0 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 4,007 | $28.2 萬 | 0.1% | – | – | – |
| TRPTC Energy Corp | COM | 6,100 | $27.9 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 886 | $27.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 2,915 | $26.8 萬 | 0.1% | – | – | – |
| NUVNuveen Municipal Value Fund Inc | COM | 23,970 | $26.7 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 4,760 | $26.3 萬 | 0.1% | – | – | – |
| EMREmerson Electric Co | Stock | 2,886 | $26.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 4,799 | $25.7 萬 | 0.1% | – | – | – |
| iShares Tr46434V274 | INTL EQTY FACTOR | 8,515 | $24.4 萬 | 0.1% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 3,259 | $24.0 萬 | 0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,390 | $22.7 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 1,700 | $21.4 萬 | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 593 | $21.3 萬 | 0.1% | – | – | – |