AAFCPAs Wealth Management, LLC
- SEC CIK
- 0001726609
- 最新申報
- 2026/7/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2025/5/19 申報。只含多頭部位。
- 持股檔數
- 21
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.18 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 | 75,163 | $2,990 萬 | 25.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 138,202 | $1,817 萬 | 15.4% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 49,087 | $1,621 萬 | 13.8% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 217,969 | $1,532 萬 | 13.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 43,981 | $1,145 萬 | 9.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 49,809 | $1,102 萬 | 9.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 50,872 | $552.1 萬 | 4.7% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 41,722 | $300.6 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 11,826 | $144.5 萬 | 1.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 5,716 | $126.3 萬 | 1.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,565 | $62.4 萬 | 0.5% | – | – | – |
| QTTBQ32 Bio Inc. | COM | 59,790 | $56.3 萬 | 0.5% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 7,122 | $52.6 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,961 | $44.9 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,112 | $44.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,652 | $42.5 萬 | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,579 | $35.9 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,301 | $30.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,156 | $25.9 萬 | 0.2% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,376 | $24.7 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,457 | $23.9 萬 | 0.2% | – | – | 歷史 |