Aspireon Wealth Advisors
- SEC CIK
- 0001719203
- 最新申報
- 2023/5/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/19 申報。只含多頭部位。
- 持股檔數
- 33
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.12 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 S&P 500 ETF464287200 | ETF | 100,000 | $3,900 萬 | 34.9% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 87,000 | $1,100 萬 | 9.8% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 52,000 | $700.0 萬 | 6.3% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 60,000 | $500.0 萬 | 4.5% | – | – | – |
| Cambria ETF Tr132061813 | GBL REAL EST ETF | 163,000 | $480.0 萬 | 4.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E628 | KBW BK ETF | 70,000 | $450.0 萬 | 4.0% | – | – | – |
| AAPLApple Inc. | Stock | 36,000 | $440.0 萬 | 3.9% | – | – | 歷史 |
| Global X FDS37954Y814 | FINTECH ETF | 100,000 | $440.0 萬 | 3.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 64,000 | $400.0 萬 | 3.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 45,000 | $330.0 萬 | 3.0% | – | – | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 39,000 | $300.0 萬 | 2.7% | – | – | – |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 71,000 | $200.0 萬 | 1.8% | – | – | – |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 108,000 | $195.0 萬 | 1.7% | – | – | – |
| LGIHLGI Homes, Inc. | COM | 16,500 | $175.0 萬 | 1.6% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 97,000 | $160.0 萬 | 1.4% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,000 | $150.0 萬 | 1.3% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 40,000 | $150.0 萬 | 1.3% | – | – | – |
| iShares Global Clean Energy ETF464288224 | ETF | 55,000 | $130.0 萬 | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 7,500 | $120.0 萬 | 1.1% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,000 | $120.0 萬 | 1.1% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 994 | $120.0 萬 | 1.1% | – | – | – |
| FTAIFTAI Aviation Ltd. | COM REP LTD LIAB | 35,000 | $100.0 萬 | 0.9% | – | – | 歷史 |
| BRMKBroadmark Realty Capital Inc. | COM | 94,000 | $98.5 萬 | 0.9% | – | – | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 83,000 | $90.0 萬 | 0.8% | – | – | – |
| KOCoca Cola Co | Stock | 14,000 | $72.0 萬 | 0.6% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 600 | $56.1 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 38,000 | $40.0 萬 | 0.4% | – | – | – |
| GSGiShares S&P GSCI Commodity-Indexed Trust | UNIT BEN INT | 280,000 | $39.0 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 123 | $38.0 萬 | 0.3% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,700 | $36.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 800 | $30.0 萬 | 0.3% | – | – | – |
| Global X FDS37954Y673 | US INFR DEV ETF | 75,000 | $18.8 萬 | 0.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 4,500 | – | – | – | – | – |