Moneywise, Inc.
- SEC CIK
- 0001703080
- 最新申報
- 2026/7/21
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/14 申報。只含多頭部位。
- 持股檔數
- 50
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.48 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 301,705 | $2,897 萬 | 19.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 207,527 | $2,068 萬 | 13.9% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 253,753 | $1,889 萬 | 12.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 63,490 | $689.1 萬 | 4.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 24,241 | $631.0 萬 | 4.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 15,723 | $625.5 萬 | 4.2% | – | – | – |
| First Tr Exchange-Traded Alp33737M300 | SML CP GRW ALP | 81,272 | $566.2 萬 | 3.8% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 65,007 | $460.4 萬 | 3.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 74,719 | $426.8 萬 | 2.9% | – | – | – |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 74,108 | $418.2 萬 | 2.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 18,392 | $407.1 萬 | 2.7% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 65,178 | $323.0 萬 | 2.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 55,533 | $322.9 萬 | 2.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 26,158 | $303.6 萬 | 2.0% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 41,754 | $213.2 萬 | 1.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E198 | S&P MIDCP LOW | 39,496 | $206.8 萬 | 1.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 49,690 | $186.9 萬 | 1.3% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 30,877 | $178.5 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 7,871 | $168.5 萬 | 1.1% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 9,713 | $165.1 萬 | 1.1% | – | – | 歷史 |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 26,768 | $141.4 萬 | 1.0% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 28,034 | $135.2 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 28,821 | $121.8 萬 | 0.8% | – | – | – |
| First Tr Exch Traded FD III33739P608 | RIVRFRNT DYN DEV | 18,519 | $121.4 萬 | 0.8% | – | – | – |
| First Tr Exch Traded FD III33739P871 | HORIZON MNGD ETF | 33,907 | $105.5 萬 | 0.7% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 15,510 | $79.6 萬 | 0.5% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 15,338 | $78.7 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 12,174 | $73.0 萬 | 0.5% | – | – | – |
| Vanguard Scottsdale FDS92206C565 | TOTAL WLD BD ETF | 8,993 | $71.6 萬 | 0.5% | – | – | – |
| Invesco Exch Traded FD Tr II46138G102 | S&P SMLCP LOW | 14,465 | $66.4 萬 | 0.4% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 11,194 | $60.4 萬 | 0.4% | – | – | – |
| GEFGreif, Inc | CL A | 9,750 | $55.6 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,511 | $52.8 萬 | 0.4% | – | – | – |
| AAPLApple Inc. | Stock | 4,235 | $51.7 萬 | 0.3% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 4,164 | $42.4 萬 | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 4,208 | $38.7 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 5,106 | $37.3 萬 | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 5,668 | $36.9 萬 | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,742 | $35.6 萬 | 0.2% | – | – | – |
| iShares Tr46429B366 | CMBS ETF | 5,938 | $32.0 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 4,067 | $30.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,238 | $25.5 萬 | 0.2% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 2,351 | $25.4 萬 | 0.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 4,800 | $24.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 929 | $23.9 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 6,599 | $23.3 萬 | 0.2% | – | – | – |
| CSXCSX Corp | Stock | 2,330 | $22.5 萬 | 0.2% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,199 | $22.5 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 3,831 | $22.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,127 | $21.4 萬 | 0.1% | – | – | – |