Berman Capital Advisors, LLC
- SEC CIK
- 0001720336
- 最新申報
- 2021/10/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/11 申報。只含多頭部位。
- 持股檔數
- 1,932
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.79 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 | 472,793 | $8,761 萬 | 18.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 799,784 | $5,762 萬 | 12.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 111,210 | $2,461 萬 | 5.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 188,266 | $2,293 萬 | 4.8% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 90,262 | $2,194 萬 | 4.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 28,530 | $1,131 萬 | 2.4% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 174,509 | $1,094 萬 | 2.3% | – | – | – |
| AAPLApple Inc. | Stock | 84,444 | $1,031 萬 | 2.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 42,264 | $873.5 萬 | 1.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 2,823 | $873.3 萬 | 1.8% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 62,322 | $819.2 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 29,177 | $687.7 萬 | 1.4% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 65,610 | $555.8 萬 | 1.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 91,032 | $473.8 萬 | 1.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 17,589 | $457.8 萬 | 1.0% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 70,808 | $429.6 萬 | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,100 | $411.2 萬 | 0.9% | – | – | 歷史 |
| Vanguard Total World Stock ETF922042742 | ETF | 33,321 | $324.1 萬 | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 21,960 | $322.9 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,531 | $315.7 萬 | 0.7% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 10,108 | $308.4 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 46,882 | $301.7 萬 | 0.6% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 8,980 | $286.5 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,689 | $266.1 萬 | 0.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 8,085 | $238.0 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,347 | $223.5 萬 | 0.5% | – | – | 歷史 |
| MAMastercard Inc | Stock | 5,974 | $212.7 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 11,276 | $207.9 萬 | 0.4% | – | – | 歷史 |
| RSFRiverNorth Capital & Income Fund, Inc. | COM | 115,763 | $207.2 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,623 | $190.9 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 48,577 | $187.8 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 8,759 | $185.3 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,951 | $181.9 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,395 | $178.6 萬 | 0.4% | – | – | – |
| LAMRLamar Advertising Co | REIT | 17,630 | $165.5 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 12,130 | $164.1 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 10,177 | $162.7 萬 | 0.3% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 14,219 | $159.8 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 20,738 | $157.3 萬 | 0.3% | – | – | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 30,833 | $154.9 萬 | 0.3% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,059 | $151.0 萬 | 0.3% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 14,338 | $146.3 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 29,391 | $144.3 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 28,914 | $143.3 萬 | 0.3% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 25,599 | $141.2 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 677 | $140.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 12,942 | $139.5 萬 | 0.3% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 14,934 | $135.5 萬 | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 18,228 | $134.7 萬 | 0.3% | – | – | – |
| TPLTexas Pacific Land Corp | Stock | 846 | $134.5 萬 | 0.3% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 2,664 | $133.1 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,728 | $129.5 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 19,693 | $128.2 萬 | 0.3% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 4,910 | $119.1 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 15,809 | $117.7 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,189 | $114.5 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 21,734 | $114.4 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 29,187 | $105.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,840 | $98.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,607 | $92.7 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 1,721 | $89.7 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 16,992 | $87.8 萬 | 0.2% | – | – | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 28,463 | $85.6 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,791 | $81.3 萬 | 0.2% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 9,120 | $80.3 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,971 | $76.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,228 | $76.5 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,105 | $74.1 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 24,050 | $72.7 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 2,454 | $69.6 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,525 | $69.5 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 3,187 | $69.1 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,765 | $68.8 萬 | 0.1% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 3,362 | $67.7 萬 | 0.1% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 11,806 | $67.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 12,347 | $67.4 萬 | 0.1% | – | – | – |
| SNOWSnowflake Inc. | Stock | 2,915 | $66.7 萬 | 0.1% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 3,278 | $66.2 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 12,240 | $66.1 萬 | 0.1% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 2,884 | $65.4 萬 | 0.1% | – | – | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 11,799 | $64.6 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 10,928 | $63.4 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,852 | $63.3 萬 | 0.1% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 3,338 | $62.8 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,901 | $61.3 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,299 | $60.8 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,615 | $60.6 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,164 | $59.0 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,966 | $58.7 萬 | 0.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 4,147 | $57.3 萬 | 0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,295 | $55.9 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,060 | $55.2 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,178 | $54.5 萬 | 0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 2,968 | $54.1 萬 | 0.1% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 4,051 | $54.0 萬 | 0.1% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 25,811 | $53.3 萬 | 0.1% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 1,485 | $50.4 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,633 | $49.2 萬 | 0.1% | – | – | 歷史 |
| NETCloudflare, Inc. | CL A COM | 7,004 | $49.1 萬 | 0.1% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,901 | $48.4 萬 | 0.1% | – | – | 歷史 |