One Wealth Advisors, LLC
- SEC CIK
- 0001725297
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 157
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.61 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 |
|---|---|---|---|---|---|---|---|
| CDWCDW Corp | COM | 3,382 | $56.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 4,313 | $56.7 萬 | 0.2% | – | – | – |
| MSIMotorola Solutions, Inc. | Stock | 3,016 | $56.7 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 3,020 | $58.9 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 11,674 | $60.4 萬 | 0.2% | – | – | – |
| SYFSynchrony Financial | COM | 14,916 | $60.6 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 5,523 | $65.3 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 9,647 | $67.7 萬 | 0.3% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 5,956 | $68.4 萬 | 0.3% | – | – | 歷史 |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 15,839 | $68.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 23,564 | $68.9 萬 | 0.3% | – | – | – |
| BACBank of America Corp | Stock | 17,998 | $69.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288570 | ESG MSCI KLD ETF | 9,380 | $71.6 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,046 | $72.4 萬 | 0.3% | – | – | – |
| CCitigroup Inc | Stock | 10,360 | $75.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,996 | $77.0 萬 | 0.3% | – | – | – |
| MGRCMcGrath Rentcorp | COM | 9,971 | $80.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46436E759 | ESG EAFE ETF | 12,751 | $82.8 萬 | 0.3% | – | – | – |
| EBAYeBay Inc | COM | 13,696 | $83.9 萬 | 0.3% | – | – | 歷史 |
| STXSeagate Technology Holdings plc | SHS | 11,081 | $85.0 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 423 | $87.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 23,031 | $88.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 3,076 | $90.6 萬 | 0.3% | – | – | 歷史 |
| AMPAmeriprise Financial Inc | COM | 3,957 | $92.0 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,451 | $97.5 萬 | 0.4% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 13,001 | $98.7 萬 | 0.4% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 24,318 | $105.3 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,618 | $108.1 萬 | 0.4% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,726 | $108.2 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,497 | $113.6 萬 | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,925 | $116.1 萬 | 0.4% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 3,608 | $119.2 萬 | 0.5% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 25,065 | $123.0 萬 | 0.5% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 46,591 | $125.5 萬 | 0.5% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 20,020 | $133.5 萬 | 0.5% | – | – | – |
| iShares Tr46436E767 | ESG MSCI USA ETF | 55,923 | $185.5 萬 | 0.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 18,828 | $187.7 萬 | 0.7% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 19,085 | $202.0 萬 | 0.8% | – | – | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 41,793 | $214.7 萬 | 0.8% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 73,527 | $299.2 萬 | 1.1% | – | – | – |
| iShares Tr46436E619 | ESG ADVAN ETF | 66,395 | $325.5 萬 | 1.2% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 33,112 | $332.6 萬 | 1.3% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 69,937 | $361.3 萬 | 1.4% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 84,367 | $430.1 萬 | 1.6% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 91,815 | $468.0 萬 | 1.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 235,864 | $617.7 萬 | 2.4% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 62,951 | $718.3 萬 | 2.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 159,248 | $742.3 萬 | 2.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 38,752 | $1,009 萬 | 3.9% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 220,861 | $1,150 萬 | 4.4% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 122,441 | $1,234 萬 | 4.7% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 183,436 | $1,269 萬 | 4.9% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 144,239 | $1,311 萬 | 5.0% | – | – | – |
| AAPLApple Inc. | Stock | 128,348 | $1,568 萬 | 6.0% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 153,547 | $1,573 萬 | 6.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 496,289 | $2,437 萬 | 9.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 136,398 | $3,315 萬 | 12.7% | – | – | – |