Clear Perspective Advisors, LLC
- SEC CIK
- 0001704677
- 最新申報
- 2022/2/17
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
- 152
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.56 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 Index FDS922908652 | EXTEND MKT ETF | 5,813 | $102.8 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 34,234 | $103.6 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 3,586 | $105.6 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 29,945 | $105.9 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,226 | $106.0 萬 | 0.4% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 1,447 | $106.8 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,332 | $107.8 萬 | 0.4% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,243 | $110.6 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 8,383 | $113.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 18,692 | $115.0 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 5,175 | $116.0 萬 | 0.5% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 6,155 | $117.1 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 21,962 | $118.8 萬 | 0.5% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 11,904 | $121.3 萬 | 0.5% | – | – | – |
| AMGNAmgen Inc | Stock | 5,536 | $137.7 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 680 | $140.3 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 30,752 | $140.7 萬 | 0.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,631 | $143.9 萬 | 0.6% | – | – | 歷史 |
| INTCIntel Corp | Stock | 23,913 | $153.0 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 10,505 | $159.9 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 7,099 | $172.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 17,321 | $175.1 萬 | 0.7% | – | – | – |
| FSLYFastly, Inc. | CL A | 26,806 | $180.4 萬 | 0.7% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 24,580 | $182.0 萬 | 0.7% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 37,206 | $182.5 萬 | 0.7% | – | – | – |
| UNPUnion Pacific Corp | Stock | 8,362 | $184.3 萬 | 0.7% | – | – | 歷史 |
| NVTAInvitae Corp | COM | 48,819 | $186.5 萬 | 0.7% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 10,419 | $196.2 萬 | 0.8% | – | – | 歷史 |
| Ssga Active Tr78470P200 | ST STR TOTAL ETF | 42,987 | $213.4 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,920 | $222.4 萬 | 0.9% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,253 | $227.1 萬 | 0.9% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 7,061 | $230.0 萬 | 0.9% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 14,716 | $241.9 萬 | 0.9% | – | – | 歷史 |
| VVisa Inc. | Stock | 13,814 | $292.5 萬 | 1.1% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 34,834 | $295.1 萬 | 1.2% | – | – | – |
| MAMastercard Inc | Stock | 8,521 | $303.4 萬 | 1.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 51,807 | $348.3 萬 | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,129 | $349.3 萬 | 1.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,746 | $361.2 萬 | 1.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 37,849 | $410.8 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 16,934 | $435.3 萬 | 1.7% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,019 | $443.0 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 22,923 | $540.5 萬 | 2.1% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 31,140 | $666.6 萬 | 2.6% | – | – | – |
| RBB FD Inc74933W601 | MOTLEY FOL ETF | 200,199 | $712.7 萬 | 2.8% | – | – | – |
| AAPLApple Inc. | Stock | 68,707 | $839.3 萬 | 3.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 33,202 | $848.2 萬 | 3.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 146,292 | $1,017 萬 | 4.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 33,411 | $1,217 萬 | 4.8% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 255,735 | $1,306 萬 | 5.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 266,522 | $1,944 萬 | 7.6% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 777,156 | $3,622 萬 | 14.2% | – | – | – |