SimpliFi, Inc.
- SEC CIK
- 0001716983
- 最新申報
- 2026/7/24
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
- 22
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.14 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 |
|---|---|---|---|---|---|---|---|
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 960,588 | $4,918 萬 | 23.0% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 193,455 | $2,516 萬 | 11.8% | – | – | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 320,109 | $2,307 萬 | 10.8% | – | – | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 555,065 | $2,196 萬 | 10.3% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 134,735 | $1,982 萬 | 9.3% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 336,502 | $1,689 萬 | 7.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,424 | $1,483 萬 | 6.9% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 62,911 | $1,390 萬 | 6.5% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 443,878 | $1,269 萬 | 5.9% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 318,301 | $522.0 萬 | 2.4% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 15,529 | $448.0 萬 | 2.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 31,733 | $184.5 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 16,099 | $122.1 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,667 | $55.1 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,150 | $54.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,774 | $53.9 萬 | 0.3% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 4,368 | $52.4 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,359 | $43.4 萬 | 0.2% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 7,328 | $37.6 萬 | 0.2% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,553 | $30.4 萬 | 0.1% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 883 | $28.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G193 | ESG AWRE USD ETF | 8,948 | $24.1 萬 | 0.1% | – | – | – |