Ford Financial Group, LLC
- SEC CIK
- 0001730887
- 最新申報
- 2023/5/11
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 99
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.33 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 SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 705,377 | $2,673 萬 | 11.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 456,849 | $2,577 萬 | 11.1% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 117,495 | $2,429 萬 | 10.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 155,482 | $1,120 萬 | 4.8% | – | – | – |
| WisdomTree Tr97717Y790 | US EFFIC CORE FD | 222,548 | $830.7 萬 | 3.6% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 91,618 | $776.1 萬 | 3.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 26,992 | $702.5 萬 | 3.0% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 62,442 | $682.4 萬 | 2.9% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 24,737 | $679.4 萬 | 2.9% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 61,050 | $623.0 萬 | 2.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,809 | $589.1 萬 | 2.5% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 61,771 | $574.6 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 34,015 | $563.3 萬 | 2.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 73,262 | $471.5 萬 | 2.0% | – | – | – |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 58,708 | $434.3 萬 | 1.9% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 33,395 | $406.6 萬 | 1.7% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 43,991 | $399.3 萬 | 1.7% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 50,286 | $381.5 萬 | 1.6% | – | – | – |
| CLMCornerstone Strategic Investment Fund, Inc. | COM | 270,700 | $364.6 萬 | 1.6% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 15,316 | $338.3 萬 | 1.5% | – | – | – |
| CRFCornerstone Total Return Fund Inc | COM | 254,342 | $336.7 萬 | 1.4% | – | – | 歷史 |
| Ssga Active ETF Tr78467V103 | ST STR REAL ETF | 113,363 | $302.1 萬 | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 22,975 | $280.6 萬 | 1.2% | – | – | 歷史 |
| iShares Tr46435U853 | BROAD USD HIGH | 56,782 | $233.8 萬 | 1.0% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 32,997 | $227.3 萬 | 1.0% | – | – | – |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 33,152 | $198.8 萬 | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,684 | $181.4 萬 | 0.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 26,031 | $180.1 萬 | 0.8% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 15,994 | $174.1 萬 | 0.7% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 103,337 | $168.0 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 14,071 | $152.7 萬 | 0.7% | – | – | – |
| AMZNAmazon Com Inc | Stock | 471 | $145.7 萬 | 0.6% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 6,943 | $126.1 萬 | 0.5% | – | – | 歷史 |
| ORealty Income Corp | REIT | 19,638 | $124.7 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,880 | $124.4 萬 | 0.5% | – | – | 歷史 |
| CVXChevron Corp | Stock | 11,020 | $115.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,784 | $99.7 萬 | 0.4% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 19,560 | $99.2 萬 | 0.4% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 25,674 | $97.5 萬 | 0.4% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 41,259 | $93.1 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 3,342 | $85.3 萬 | 0.4% | – | – | 歷史 |
| FTFFranklin Ltd Duration Income Trust | COM | 88,693 | $81.5 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,322 | $78.3 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 15,730 | $75.9 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 2,957 | $75.3 萬 | 0.3% | – | – | 歷史 |
| OPPRiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | COM | 45,858 | $69.2 萬 | 0.3% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 2,878 | $62.7 萬 | 0.3% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 12,940 | $59.1 萬 | 0.3% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,365 | $57.4 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 7,625 | $55.6 萬 | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 4,079 | $51.2 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,511 | $49.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 3,475 | $46.8 萬 | 0.2% | – | – | – |
| EPRTEssential Properties Realty Trust, Inc. | COM | 20,350 | $46.4 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,919 | $46.1 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,086 | $45.9 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 14,874 | $45.0 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,959 | $44.4 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,039 | $41.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,905 | $39.4 萬 | 0.2% | – | – | – |
| GISGeneral Mills Inc | Stock | 6,108 | $37.4 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 179 | $37.0 萬 | 0.2% | – | – | 歷史 |
| CCDCalamos Dynamic Convertible & Income Fund | COM | 11,237 | $35.9 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 730 | $34.7 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,110 | $34.6 萬 | 0.1% | – | – | 歷史 |
| Community West Bancshares155685100 | COM | 18,160 | $33.4 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 935 | $32.9 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,785 | $32.9 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,000 | $32.0 萬 | 0.1% | – | – | 歷史 |
| HOGHarley-Davidson, Inc. | COM | 8,000 | $32.0 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,972 | $31.7 萬 | 0.1% | – | – | – |
| CICigna Group | Stock | 1,297 | $31.3 萬 | 0.1% | – | – | 歷史 |
| SRESempra | Stock | 2,275 | $30.1 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 944 | $28.8 萬 | 0.1% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,318 | $27.9 萬 | 0.1% | – | – | 歷史 |
| CODICompass Diversified Holdings | SH BEN INT | 11,666 | $27.0 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,908 | $26.9 萬 | 0.1% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 5,558 | $26.7 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,236 | $26.4 萬 | 0.1% | – | – | – |
| IVZInvesco Ltd. | Stock | 10,361 | $26.1 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 882 | $25.9 萬 | 0.1% | – | – | 歷史 |
| MPTMedical Properties Trust Inc | COM | 11,925 | $25.3 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,301 | $25.0 萬 | 0.1% | – | – | 歷史 |
| IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUND | COM | 43,945 | $25.0 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 368 | $24.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435U796 | SYSTEMATIC BD ET | 2,356 | $23.5 萬 | 0.1% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,578 | $23.2 萬 | 0.1% | – | – | – |
| MMM3M Co | Stock | 1,202 | $23.1 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,011 | $22.9 萬 | 0.1% | – | – | 歷史 |
| ESEversource Energy | Stock | 2,642 | $22.8 萬 | 0.1% | – | – | 歷史 |
| CHICalamos Convertible Opportunities & Income Fund | SH BEN INT | 15,000 | $21.3 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 548 | $20.3 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 5,184 | $20.0 萬 | 0.1% | – | – | 歷史 |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 12,000 | $19.3 萬 | 0.1% | – | – | 歷史 |
| Ivy High Income Opportunitie465893105 | COM | 12,700 | $17.3 萬 | 0.1% | – | – | – |
| EXGEaton Vance Tax-Managed Global Diversified Equity Income Fund | COM | 17,946 | $16.6 萬 | 0.1% | – | – | 歷史 |
| EVVEaton Vance Ltd Duration Income Fund | COM | 13,020 | $16.4 萬 | 0.1% | – | – | 歷史 |
| CEVEaton Vance California Municipal Income Trust | SH BEN INT | 11,000 | $14.5 萬 | 0.1% | – | – | 歷史 |
| KYNKayne Anderson Energy Infrastructure Fund, Inc. | COM | 10,000 | $7.10 萬 | <0.1% | – | – | 歷史 |