Fiducient Advisors LLC
- SEC CIK
- 0001729866
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 81
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.09 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 | 120,331 | $4,787 萬 | 15.5% | – | – | – |
| iShares Tr464288521 | CRE U S REIT ETF | 829,668 | $4,348 萬 | 14.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 475,996 | $4,033 萬 | 13.0% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 215,190 | $3,988 萬 | 12.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 310,397 | $1,946 萬 | 6.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 70,873 | $1,517 萬 | 4.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 60,117 | $1,331 萬 | 4.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,285 | $1,140 萬 | 3.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 27,245 | $1,080 萬 | 3.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 208,459 | $1,024 萬 | 3.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 17,611 | $415.2 萬 | 1.3% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 29,487 | $335.7 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 26,804 | $327.4 萬 | 1.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 14,047 | $290.3 萬 | 0.9% | – | – | – |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 68,969 | $249.6 萬 | 0.8% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 57,503 | $236.3 萬 | 0.8% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 15,287 | $232.7 萬 | 0.8% | – | – | 歷史 |
| PBCTPeople's United Financial, Inc. | COM | 122,950 | $220.1 萬 | 0.7% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 458 | $141.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 12,067 | $131.0 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 5,024 | $128.3 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,613 | $127.4 萬 | 0.4% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 16,977 | $125.5 萬 | 0.4% | – | – | – |
| Flexshares Tr33939L795 | STOXX GLOBR INF | 19,280 | $108.2 萬 | 0.4% | – | – | – |
| BNLBroadstone Net Lease, Inc. | COM | 57,359 | $105.0 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 18,656 | $104.2 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 4,510 | $101.1 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,113 | $100.4 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,052 | $99.5 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,294 | $89.0 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,896 | $88.4 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,833 | $83.7 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,977 | $80.9 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 10,861 | $78.3 萬 | 0.3% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 11,053 | $72.0 萬 | 0.2% | – | – | – |
| DHRDanaher Corp | Stock | 3,190 | $71.8 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 8,060 | $71.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 9,417 | $71.5 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 5,241 | $56.7 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 9,569 | $55.8 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,501 | $55.4 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,800 | $53.3 萬 | 0.2% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,885 | $52.1 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 922 | $49.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,800 | $46.8 萬 | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 8,395 | $44.3 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 1,342 | $43.4 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,190 | $41.9 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,436 | $41.2 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,139 | $39.0 萬 | 0.1% | – | – | – |
| AXPAmerican Express Co | Stock | 2,612 | $36.9 萬 | 0.1% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,704 | $36.7 萬 | 0.1% | – | – | – |
| DKSDick's Sporting Goods, Inc. | Stock | 4,647 | $35.4 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,842 | $34.0 萬 | 0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 1,229 | $33.0 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,726 | $31.8 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 5,389 | $31.5 萬 | 0.1% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 4,026 | $30.6 萬 | 0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 2,020 | $29.9 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 145 | $29.9 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 2,241 | $29.7 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 4,512 | $28.9 萬 | 0.1% | – | – | 歷史 |
| CICigna Group | Stock | 1,195 | $28.9 萬 | 0.1% | – | – | 歷史 |
| WASHWashington Trust Bancorp Inc | COM | 5,500 | $28.4 萬 | 0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 255 | $28.2 萬 | 0.1% | – | – | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,390 | $28.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,135 | $27.3 萬 | 0.1% | – | – | – |
| NVONovo Nordisk A S | ADR | 4,030 | $27.2 萬 | 0.1% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 1,788 | $26.8 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,310 | $25.9 萬 | 0.1% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 1,200 | $25.7 萬 | 0.1% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 960 | $25.5 萬 | 0.1% | – | – | 歷史 |
| HTOH2O America | COM | 3,946 | $24.9 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,861 | $24.8 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,069 | $23.6 萬 | 0.1% | – | – | – |
| AFLAflac Inc | Stock | 4,500 | $23.0 萬 | 0.1% | – | – | 歷史 |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 8,415 | $22.0 萬 | 0.1% | – | – | – |
| HONHoneywell International Inc | COM | 981 | $21.3 萬 | 0.1% | – | – | 歷史 |
| Varian Med Sys Inc92220P105 | COM | 1,200 | $21.2 萬 | 0.1% | – | – | – |
| RMDResmed Inc | COM | 1,063 | $20.6 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 85,946 | $9.30 萬 | <0.1% | – | – | – |