Harborview Advisors, LLC
- SEC CIK
- 0001730890
- 最新申報
- 2021/11/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/11 申報。只含多頭部位。
- 持股檔數
- 98
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.65 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 |
|---|---|---|---|---|---|---|---|
| Schwab International Equity ETF808524805 | ETF | 419,418 | $1,578 萬 | 9.5% | – | – | – |
| iShares U S ETF Tr46431W705 | INT RT HDG C B | 136,947 | $1,322 萬 | 8.0% | – | – | – |
| WisdomTree Tr97717W380 | INTRST RATE HDGE | 244,640 | $1,150 萬 | 7.0% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 74,739 | $970.0 萬 | 5.9% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 206,429 | $840.0 萬 | 5.1% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 124,801 | $814.7 萬 | 4.9% | – | – | – |
| Invesco Exch Traded FD Tr II46138E404 | CEF INM COMPSI | 288,653 | $671.4 萬 | 4.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 33,708 | $539.2 萬 | 3.3% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 72,169 | $472.2 萬 | 2.9% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 56,952 | $427.8 萬 | 2.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 29,233 | $384.3 萬 | 2.3% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 42,385 | $347.5 萬 | 2.1% | – | – | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 37,103 | $318.5 萬 | 1.9% | – | – | – |
| iShares Tr464288869 | MICRO-CAP ETF | 20,306 | $298.4 萬 | 1.8% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 84,957 | $270.0 萬 | 1.6% | – | – | – |
| AAPLApple Inc. | Stock | 20,942 | $255.8 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 33,182 | $238.4 萬 | 1.4% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 36,134 | $233.4 萬 | 1.4% | – | – | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 49,403 | $188.4 萬 | 1.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 24,636 | $183.4 萬 | 1.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 47,188 | $178.8 萬 | 1.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 17,501 | $174.4 萬 | 1.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 28,147 | $158.7 萬 | 1.0% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 19,782 | $150.1 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,838 | $146.2 萬 | 0.9% | – | – | – |
| SPDR Index Shs FDS78463X533 | ST MAR DIVID ETF | 47,689 | $143.2 萬 | 0.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 21,290 | $138.6 萬 | 0.8% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 24,871 | $128.5 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,926 | $127.2 萬 | 0.8% | – | – | – |
| VanEck ETF Trust92189F460 | CEF MUNI INCOME | 41,605 | $119.1 萬 | 0.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 7,228 | $102.1 萬 | 0.6% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,345 | $100.0 萬 | 0.6% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 12,206 | $95.7 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 23,653 | $95.6 萬 | 0.6% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 6,160 | $93.4 萬 | 0.6% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 25,597 | $92.7 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 5,510 | $91.3 萬 | 0.6% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 21,081 | $90.7 萬 | 0.5% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 6,999 | $89.7 萬 | 0.5% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 8,480 | $86.4 萬 | 0.5% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 14,858 | $86.1 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,012 | $82.7 萬 | 0.5% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 5,417 | $82.2 萬 | 0.5% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,212 | $81.8 萬 | 0.5% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 8,064 | $77.4 萬 | 0.5% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 7,614 | $76.7 萬 | 0.5% | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 21,804 | $76.6 萬 | 0.5% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 28,127 | $75.8 萬 | 0.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 34,884 | $75.5 萬 | 0.5% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 13,403 | $75.3 萬 | 0.5% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 14,515 | $74.5 萬 | 0.5% | – | – | – |
| QQQXNuveen NASDAQ 100 Dynamic Overwrite Fund | COM SHS | 26,670 | $72.5 萬 | 0.4% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 21,865 | $68.1 萬 | 0.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 215 | $66.5 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,714 | $66.0 萬 | 0.4% | – | – | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 17,884 | $61.6 萬 | 0.4% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 1,245 | $60.9 萬 | 0.4% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 10,872 | $58.7 萬 | 0.4% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 16,860 | $57.4 萬 | 0.3% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,583 | $57.1 萬 | 0.3% | – | – | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 11,159 | $55.9 萬 | 0.3% | – | – | – |
| NFJVirtus Dividend, Interest & Premium Strategy Fund | COM | 38,583 | $53.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 5,891 | $51.7 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E719 | BLOO EN ANGE ETF | 24,136 | $46.7 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,114 | $46.4 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 4,144 | $45.0 萬 | 0.3% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 900 | $42.8 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 2,328 | $41.1 萬 | 0.2% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 6,276 | $39.6 萬 | 0.2% | – | – | 歷史 |
| RMTRoyce Micro-Cap Trust, Inc. | COM | 34,488 | $39.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,227 | $36.5 萬 | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X459 | ST STR SP GLBDIV | 5,399 | $35.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,545 | $33.6 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,266 | $33.0 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 4,965 | $32.0 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V548 | INTL DIVI ACHI | 18,740 | $31.3 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 1,896 | $31.2 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E203 | NY ARCA BIOTECH | 1,931 | $31.0 萬 | 0.2% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,990 | $30.5 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 9,850 | $29.8 萬 | 0.2% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 3,767 | $28.3 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B839 | MSCI EAFE DIVD | 6,500 | $28.3 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,807 | $27.5 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 7,543 | $27.3 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 131 | $27.0 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 6,292 | $26.8 萬 | 0.2% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,500 | $25.5 萬 | 0.2% | – | – | – |
| Global X FDS37954Y459 | RUSSELL 2000 | 10,460 | $25.4 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 976 | $25.1 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 9,336 | $24.1 萬 | 0.1% | – | – | – |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 10,069 | $22.7 萬 | 0.1% | – | – | – |
| Macquarie Global Infrastruct55608D101 | COM | 10,042 | $22.0 萬 | 0.1% | – | – | – |
| RVTRoyce Small-Cap Trust, Inc. | COM | 11,655 | $21.1 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 100 | $20.7 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 790 | $20.2 萬 | 0.1% | – | – | 歷史 |
| BGYBlackRock Enhanced International Dividend Trust | COM BENE INTER | 27,862 | $16.9 萬 | 0.1% | – | – | 歷史 |
| BTZBlackRock Credit Allocation Income Trust | COM | 11,177 | $16.4 萬 | 0.1% | – | – | 歷史 |
| BDJBlackRock Enhanced Equity Dividend Trust | COM | 14,917 | $14.1 萬 | 0.1% | – | – | 歷史 |