Johnson Financial Group, LLC
- SEC CIK
- 0001706327
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/12 申報。只含多頭部位。
- 持股檔數
- 67
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.29 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 Morningstar Large-Cap ETF922908637 | ETF | 780,278 | $1.45 億 | 33.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,339,886 | $6,580 萬 | 15.3% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 586,654 | $5,979 萬 | 13.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 193,065 | $3,991 萬 | 9.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 131,020 | $2,805 萬 | 6.5% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 449,668 | $1,773 萬 | 4.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 309,779 | $1,612 萬 | 3.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 148,314 | $1,362 萬 | 3.2% | – | – | – |
| iShares Inc464286475 | EM MKT SM-CP ETF | 127,357 | $732.2 萬 | 1.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,066 | $329.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 59,915 | $327.4 萬 | 0.8% | – | – | – |
| VVisa Inc. | Stock | 12,000 | $254.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 6,421 | $230.2 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 6,201 | $225.9 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,920 | $155.9 萬 | 0.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 11,599 | $134.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 5,026 | $111.2 萬 | 0.3% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 10,852 | $82.4 萬 | 0.2% | – | – | – |
| ECLEcolab Inc. | Stock | 3,461 | $74.1 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 7,770 | $60.3 萬 | 0.1% | – | – | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 20,635 | $60.3 萬 | 0.1% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 4,395 | $57.9 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,470 | $52.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 8,528 | $51.7 萬 | 0.1% | – | – | – |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 30,531 | $50.7 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 9,688 | $50.0 萬 | 0.1% | – | – | – |
| SYYSysco Corp | Stock | 6,145 | $48.4 萬 | 0.1% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 5,300 | $47.8 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 3,435 | $47.5 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 2,445 | $46.2 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 4,750 | $45.9 萬 | 0.1% | – | – | 歷史 |
| WHRWhirlpool Corp | Stock | 1,945 | $42.9 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 7,880 | $40.7 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,586 | $40.5 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,405 | $39.5 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,270 | $38.8 萬 | 0.1% | – | – | 歷史 |
| PSAPublic Storage | COM | 1,565 | $38.6 萬 | 0.1% | – | – | 歷史 |
| CMECME Group Inc. | COM | 1,885 | $38.5 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 12,976 | $37.8 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 10,200 | $37.0 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,615 | $36.2 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,445 | $36.0 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,515 | $35.6 萬 | 0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 2,060 | $35.5 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 4,480 | $34.5 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 925 | $34.2 萬 | 0.1% | – | – | 歷史 |
| LEGLeggett & Platt Inc | Stock | 7,470 | $34.1 萬 | 0.1% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 5,817 | $32.8 萬 | 0.1% | – | – | – |
| MGMMGM Resorts International | Stock | 8,000 | $30.4 萬 | 0.1% | – | – | 歷史 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 10,940 | $30.2 萬 | 0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 1,964 | $29.1 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 4,015 | $28.9 萬 | 0.1% | – | – | – |
| INTCIntel Corp | Stock | 4,350 | $27.8 萬 | 0.1% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 1,600 | $27.5 萬 | 0.1% | – | – | 歷史 |
| RCLRoyal Caribbean Cruises Ltd | COM | 3,200 | $27.4 萬 | 0.1% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 10,025 | $26.7 萬 | 0.1% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 5,415 | $26.6 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,058 | $26.4 萬 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 4,475 | $26.0 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,640 | $25.9 萬 | 0.1% | – | – | 歷史 |
| GTGoodyear Tire & Rubber Co | COM | 14,277 | $25.1 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,170 | $22.7 萬 | 0.1% | – | – | 歷史 |
| STLAStellantis N.V. | SHS | 12,750 | $22.7 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 4,847 | $21.0 萬 | <0.1% | – | – | – |
| DEDeere & Co | Stock | 558 | $20.9 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435U440 | USD GRN BOND ETF | 3,665 | $20.0 萬 | <0.1% | – | – | – |
| Monaker Group Inc609011200 | COM NEW | 14,669 | $4.90 萬 | <0.1% | – | – | – |