Doyle Wealth Management
- SEC CIK
- 0001698219
- 最新申報
- 2022/11/15
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/7 申報。只含多頭部位。
- 持股檔數
- 215
- 2020 年第 4 季沒有 13F 資料
- 總值
- $10.4 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 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 190,343 | $4,488 萬 | 4.3% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 319,706 | $3,905 萬 | 3.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 10,146 | $3,139 萬 | 3.0% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 203,281 | $2,990 萬 | 2.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 175,686 | $2,887 萬 | 2.8% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 235,245 | $2,783 萬 | 2.7% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 242,477 | $2,760 萬 | 2.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 12,971 | $2,675 萬 | 2.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 164,017 | $2,497 萬 | 2.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 179,020 | $2,432 萬 | 2.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 86,995 | $2,223 萬 | 2.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 91,782 | $1,943 萬 | 1.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 329,377 | $1,915 萬 | 1.8% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 143,751 | $1,906 萬 | 1.8% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 83,990 | $1,890 萬 | 1.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 191,812 | $1,880 萬 | 1.8% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 493,173 | $1,787 萬 | 1.7% | – | – | 歷史 |
| ACNAccenture plc | Stock | 61,293 | $1,693 萬 | 1.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 79,260 | $1,679 萬 | 1.6% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 201,508 | $1,656 萬 | 1.6% | – | – | – |
| PEPPepsiCo Inc | Stock | 116,544 | $1,649 萬 | 1.6% | – | – | 歷史 |
| TJXTJX Companies Inc | Stock | 244,541 | $1,618 萬 | 1.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 115,609 | $1,566 萬 | 1.5% | – | – | 歷史 |
| DFSDiscover Financial Services | COM | 156,589 | $1,487 萬 | 1.4% | – | – | 歷史 |
| PKGPackaging Corp of America | Stock | 110,049 | $1,480 萬 | 1.4% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 44,857 | $1,467 萬 | 1.4% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 142,911 | $1,420 萬 | 1.4% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 74,653 | $1,411 萬 | 1.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 62,590 | $1,403 萬 | 1.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 64,603 | $1,383 萬 | 1.3% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 79,319 | $1,348 萬 | 1.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 71,202 | $1,314 萬 | 1.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 162,015 | $1,249 萬 | 1.2% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 34,523 | $1,218 萬 | 1.2% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 236,432 | $1,160 萬 | 1.1% | – | – | – |
| NEENextera Energy Inc | Stock | 151,115 | $1,143 萬 | 1.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 155,265 | $1,130 萬 | 1.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 90,959 | $1,090 萬 | 1.0% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 26,275 | $1,060 萬 | 1.0% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 41,234 | $1,026 萬 | 1.0% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 90,768 | $991.8 萬 | 0.9% | – | – | 歷史 |
| CVXChevron Corp | Stock | 91,479 | $958.6 萬 | 0.9% | – | – | 歷史 |
| CBChubb Ltd | Stock | 58,548 | $924.9 萬 | 0.9% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 19,280 | $916.5 萬 | 0.9% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 241,074 | $913.7 萬 | 0.9% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 25,292 | $891.5 萬 | 0.9% | – | – | 歷史 |
| RTXRTX Corp | Stock | 114,302 | $883.2 萬 | 0.8% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 53,475 | $842.1 萬 | 0.8% | – | – | 歷史 |
| HUMHumana Inc | Stock | 19,653 | $824.0 萬 | 0.8% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 58,651 | $794.0 萬 | 0.8% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 138,971 | $783.8 萬 | 0.8% | – | – | – |
| AMTAmerican Tower Corp | REIT | 30,945 | $739.8 萬 | 0.7% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 29,140 | $708.2 萬 | 0.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 137,596 | $675.7 萬 | 0.6% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 282,991 | $670.4 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 17,640 | $538.5 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 111,679 | $520.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 20,588 | $455.7 萬 | 0.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 89,343 | $451.4 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 79,689 | $444.9 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 19,948 | $433.0 萬 | 0.4% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 38,881 | $396.2 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,742 | $386.1 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 30,496 | $371.4 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 67,140 | $330.3 萬 | 0.3% | – | – | – |
| XIFRXPLR Infrastructure, LP | COM UNIT PART IN | 42,876 | $312.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 29,334 | $296.5 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 27,326 | $295.7 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 96,624 | $292.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 53,718 | $279.6 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 42,142 | $269.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 30,543 | $252.0 萬 | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 18,038 | $250.8 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 40,325 | $250.7 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 46,358 | $244.4 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 57,289 | $242.2 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,621 | $241.2 萬 | 0.2% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,115 | $230.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 24,893 | $228.7 萬 | 0.2% | – | – | – |
| DDominion Energy, Inc | Stock | 28,097 | $213.4 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 5,020 | $178.7 萬 | 0.2% | – | – | 歷史 |
| DLRDigital Realty Trust, Inc. | COM | 12,428 | $175.0 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 32,325 | $167.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,649 | $158.1 萬 | 0.2% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 35,277 | $156.4 萬 | 0.1% | – | – | – |
| TDToronto Dominion Bank | Stock | 23,808 | $155.3 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,732 | $148.5 萬 | 0.1% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 30,428 | $139.2 萬 | 0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 6,076 | $136.0 萬 | 0.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 3,701 | $132.7 萬 | 0.1% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 9,915 | $132.1 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 3,491 | $129.9 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,010 | $128.0 萬 | 0.1% | – | – | – |
| Vanguard Energy ETF92204A306 | ETF | 18,448 | $125.4 萬 | 0.1% | – | – | – |
| MDTMedtronic plc | Stock | 10,385 | $122.7 萬 | 0.1% | – | – | 歷史 |
| HEI.AHeico Corp | CL A | 10,623 | $120.7 萬 | 0.1% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 26,424 | $117.6 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,672 | $117.0 萬 | 0.1% | – | – | 歷史 |
| SNASnap-on Inc | COM | 5,021 | $115.8 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,556 | $114.5 萬 | 0.1% | – | – | – |