BDO Wealth Advisors, LLC
- SEC CIK
- 0001713458
- 最新申報
- 2023/8/1
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
- 1,196
- 2020 年第 4 季沒有 13F 資料
- 總值
- $8.48 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 |
|---|---|---|---|---|---|---|---|
| iShares Core MSCI Eafe ETF46432F842 | ETF | 823,886 | $5,936 萬 | 7.0% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 691,649 | $3,600 萬 | 4.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 121,443 | $3,161 萬 | 3.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 475,418 | $3,060 萬 | 3.6% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 364,897 | $3,010 萬 | 3.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 72,262 | $2,875 萬 | 3.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 308,099 | $2,822 萬 | 3.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 332,016 | $2,729 萬 | 3.2% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 261,879 | $2,669 萬 | 3.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 294,523 | $2,070 萬 | 2.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 145,109 | $2,056 萬 | 2.4% | – | – | – |
| AAPLApple Inc. | Stock | 150,431 | $1,838 萬 | 2.2% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 35,958 | $1,712 萬 | 2.0% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 172,679 | $1,463 萬 | 1.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 110,570 | $1,347 萬 | 1.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 109,326 | $1,187 萬 | 1.4% | – | – | – |
| CCitigroup Inc | Stock | 147,898 | $1,076 萬 | 1.3% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,882 | $946.5 萬 | 1.1% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 39,071 | $921.2 萬 | 1.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 120,712 | $915.8 萬 | 1.1% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 139,588 | $908.9 萬 | 1.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 176,402 | $866.3 萬 | 1.0% | – | – | – |
| iShares Tr46435G342 | MORTGE REL ETF | 234,309 | $826.2 萬 | 1.0% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 53,146 | $750.6 萬 | 0.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 30,791 | $748.3 萬 | 0.9% | – | – | – |
| SBGISinclair, Inc. | CL A | 235,468 | $689.0 萬 | 0.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 44,554 | $678.2 萬 | 0.8% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 134,920 | $668.7 萬 | 0.8% | – | – | – |
| INTCIntel Corp | Stock | 98,636 | $631.3 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 26,935 | $596.2 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,905 | $589.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 36,975 | $543.8 萬 | 0.6% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 68,563 | $500.4 萬 | 0.6% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 124,443 | $477.9 萬 | 0.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 80,405 | $439.7 萬 | 0.5% | – | – | – |
| TGTTarget Corp | Stock | 21,815 | $432.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 20,519 | $424.9 萬 | 0.5% | – | – | – |
| KLACKLA Corp | COM NEW | 12,282 | $405.8 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 78,259 | $404.7 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 13,076 | $399.1 萬 | 0.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,907 | $393.3 萬 | 0.5% | – | – | 歷史 |
| OESXOrion Energy Systems, Inc. | COM | 558,718 | $388.9 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 20,895 | $385.6 萬 | 0.5% | – | – | 歷史 |
| CTLTCatalent, Inc. | COM | 36,380 | $383.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 17,582 | $376.4 萬 | 0.4% | – | – | – |
| BABoeing Co | Stock | 14,118 | $359.6 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,753 | $346.2 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E610 | KBW HIG DV YLD | 174,253 | $341.7 萬 | 0.4% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 7,430 | $339.1 萬 | 0.4% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 25,325 | $337.5 萬 | 0.4% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 25,900 | $308.3 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 27,881 | $292.2 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 50,062 | $291.1 萬 | 0.3% | – | – | 歷史 |
| BACBank of America Corp | Stock | 73,840 | $285.7 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 17,355 | $285.2 萬 | 0.3% | – | – | 歷史 |
| XUnited States Steel Corp | COM | 101,844 | $266.5 萬 | 0.3% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 13,954 | $265.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 29,796 | $264.4 萬 | 0.3% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 48,084 | $264.0 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 7,392 | $263.2 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 18,529 | $251.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 45,779 | $250.1 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 4,672 | $249.5 萬 | 0.3% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 17,487 | $248.3 萬 | 0.3% | – | – | 歷史 |
| HPQHP Inc | Stock | 77,073 | $244.7 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,070 | $244.0 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 23,506 | $239.9 萬 | 0.3% | – | – | – |
| DHRDanaher Corp | Stock | 10,594 | $238.4 萬 | 0.3% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 10,131 | $235.5 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,360 | $224.4 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 9,069 | $220.9 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,062 | $219.7 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 60,394 | $218.8 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 13,672 | $218.7 萬 | 0.3% | – | – | 歷史 |
| APTVAptiv PLC | SHS | 15,344 | $211.6 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 8,223 | $210.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 18,370 | $209.1 萬 | 0.2% | – | – | – |
| TRVTravelers Companies, Inc. | Stock | 13,600 | $204.5 萬 | 0.2% | – | – | 歷史 |
| PWRQuanta Services, Inc. | COM | 21,905 | $192.7 萬 | 0.2% | – | – | 歷史 |
| CMICummins Inc | Stock | 7,268 | $188.3 萬 | 0.2% | – | – | 歷史 |
| DEXDelaware Enhanced Global Dividend & Income Fund | COM | 191,777 | $188.1 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,638 | $179.9 萬 | 0.2% | – | – | – |
| HBMDHoward Bancorp Inc | COM | 109,412 | $179.9 萬 | 0.2% | – | – | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 97,354 | $177.9 萬 | 0.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,337 | $174.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 18,316 | $174.4 萬 | 0.2% | – | – | – |
| MCKMcKesson Corp | Stock | 8,904 | $173.7 萬 | 0.2% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 14,853 | $170.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 31,813 | $169.7 萬 | 0.2% | – | – | – |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 114,288 | $169.4 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,550 | $169.3 萬 | 0.2% | – | – | 歷史 |
| UNMUnum Group | Stock | 59,492 | $165.6 萬 | 0.2% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 12,863 | $163.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 12,060 | $162.7 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 21,014 | $162.4 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 21,034 | $158.2 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 20,510 | $158.1 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,496 | $157.7 萬 | 0.2% | – | – | 歷史 |
| LKQLKQ Corp | COM | 36,789 | $155.7 萬 | 0.2% | – | – | 歷史 |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 105,862 | $145.9 萬 | 0.2% | – | – | 歷史 |