Prism Advisors, Inc.
- SEC CIK
- 0001717027
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/15 申報。只含多頭部位。
- 持股檔數
- 51
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.77 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 Dividend Growth ETF46434V621 | ETF | 433,973 | $2,095 萬 | 7.6% | – | – | – |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 241,189 | $2,081 萬 | 7.5% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 542,359 | $2,060 萬 | 7.4% | – | – | – |
| Goldman Sachs ETF Tr381430206 | ACTIVEBETA EME | 497,124 | $1,963 萬 | 7.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 228,018 | $1,730 萬 | 6.3% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 232,299 | $1,696 萬 | 6.1% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 244,168 | $1,594 萬 | 5.8% | – | – | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 267,730 | $1,316 萬 | 4.8% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 36,708 | $1,172 萬 | 4.2% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 72,292 | $1,163 萬 | 4.2% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 227,627 | $1,155 萬 | 4.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 74,985 | $1,136 萬 | 4.1% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 219,309 | $1,120 萬 | 4.0% | – | – | – |
| Invesco Exchange Traded FD T46137V746 | LARG CAP GRO ETF | 141,625 | $964.0 萬 | 3.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 23,789 | $942.8 萬 | 3.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 66,059 | $868.4 萬 | 3.1% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 59,920 | $786.3 萬 | 2.8% | – | – | – |
| iShares Tr46429B671 | MSCI CHINA ETF | 83,682 | $683.7 萬 | 2.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 63,672 | $458.8 萬 | 1.7% | – | – | – |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 57,662 | $399.5 萬 | 1.4% | – | – | – |
| First Tr Exchange-Traded FD33733B100 | WTR ETF | 43,444 | $339.7 萬 | 1.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 60,097 | $320.6 萬 | 1.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 21,010 | $214.4 萬 | 0.8% | – | – | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 28,144 | $131.3 萬 | 0.5% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 20,000 | $126.0 萬 | 0.5% | – | – | – |
| iShares Ibonds Dec 2027 Term Muni Bond ETF46435U283 | ETF | 43,608 | $117.5 萬 | 0.4% | – | – | – |
| iShares Ibonds Dec 2026 Term Muni Bond ETF46435U259 | ETF | 36,840 | $98.8 萬 | 0.4% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 13,200 | $90.9 萬 | 0.3% | – | – | – |
| iShares Tr46435G755 | IBONDS DEC2022 | 33,518 | $88.3 萬 | 0.3% | – | – | – |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 16,441 | $74.8 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 5,814 | $71.0 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 4,868 | $68.8 萬 | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,381 | $54.9 萬 | 0.2% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 4,934 | $43.3 萬 | 0.2% | – | – | – |
| MAMastercard Inc | Stock | 1,100 | $39.2 萬 | 0.1% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 6,383 | $39.0 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,482 | $34.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G789 | IBONDS DEC2021 | 13,544 | $34.8 萬 | 0.1% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,913 | $29.9 萬 | 0.1% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,442 | $27.6 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V134 | WILDERHIL CLAN | 2,642 | $26.0 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,525 | $25.1 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,782 | $24.1 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,500 | $24.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287556 | ISHARES BIOTECH | 1,505 | $22.7 萬 | 0.1% | – | – | – |
| ZMZoom Communications, Inc. | Stock | 692 | $22.2 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 6,993 | $21.2 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 68 | $21.0 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 101 | $20.8 萬 | 0.1% | – | – | 歷史 |
| VanEck ETF Trust92189F502 | LOW CARBN ENERGY | 1,305 | $20.5 萬 | 0.1% | – | – | – |
| PBIPitney Bowes Inc | COM | 24,778 | $20.4 萬 | 0.1% | – | – | 歷史 |