Clarus Wealth Advisors
- SEC CIK
- 0001730149
- 最新申報
- 2026/7/9
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/12 申報。只含多頭部位。
- 持股檔數
- 130
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.60 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 |
|---|---|---|---|---|---|---|---|
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 15,128 | $116.4 萬 | 0.7% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 7,734 | $131.8 萬 | 0.8% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 6,089 | $133.9 萬 | 0.8% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 2,867 | $137.3 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 5,087 | $143.0 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 6,212 | $169.0 萬 | 1.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 18,189 | $178.7 萬 | 1.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 14,612 | $183.2 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 558 | $188.2 萬 | 1.2% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 40,049 | $193.0 萬 | 1.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 5,029 | $194.2 萬 | 1.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 3,500 | $194.4 萬 | 1.2% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 20,170 | $202.7 萬 | 1.3% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12,790 | $225.1 萬 | 1.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 16,521 | $237.9 萬 | 1.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 25,223 | $288.0 萬 | 1.8% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 39,206 | $298.6 萬 | 1.9% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 23,210 | $329.0 萬 | 2.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 74,766 | $361.7 萬 | 2.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 94,315 | $364.2 萬 | 2.3% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 55,503 | $371.1 萬 | 2.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,383 | $464.1 萬 | 2.9% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 57,426 | $474.3 萬 | 3.0% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,785 | $475.8 萬 | 3.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 12,184 | $501.3 萬 | 3.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 23,845 | $510.6 萬 | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 59,753 | $794.7 萬 | 5.0% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 136,388 | $1,050 萬 | 6.6% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 127,769 | $1,110 萬 | 7.0% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 240,803 | $1,436 萬 | 9.0% | – | – | – |