Towerpoint Wealth, LLC
- SEC CIK
- 0001731445
- 最新申報
- 2026/7/9
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 76
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.08 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 |
|---|---|---|---|---|---|---|---|
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 247,119 | $2,518 萬 | 12.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 202,490 | $1,884 萬 | 9.0% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 53,623 | $1,378 萬 | 6.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 102,138 | $1,343 萬 | 6.4% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 41,389 | $1,137 萬 | 5.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 214,864 | $1,055 萬 | 5.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 49,606 | $821.5 萬 | 3.9% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 125,917 | $782.2 萬 | 3.8% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 132,471 | $756.7 萬 | 3.6% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 82,934 | $723.0 萬 | 3.5% | – | – | – |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 225,085 | $690.6 萬 | 3.3% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 73,592 | $613.4 萬 | 2.9% | – | – | – |
| First Tr Exch Traded FD III33739P863 | CALIF MUN INCM | 108,920 | $587.4 萬 | 2.8% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 35,817 | $542.8 萬 | 2.6% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 27,902 | $445.0 萬 | 2.1% | – | – | – |
| SPDR Index Shs FDS78463X772 | ST S&P INTL ETF | 111,976 | $427.1 萬 | 2.0% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 110,503 | $390.7 萬 | 1.9% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 101,506 | $385.5 萬 | 1.8% | – | – | – |
| SPDR Ser Tr78468R648 | S&P KENSHO NEW | 51,646 | $349.7 萬 | 1.7% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,920 | $338.3 萬 | 1.6% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 28,404 | $260.9 萬 | 1.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,177 | $205.2 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464287119 | MORNINGSTAR GRWT | 6,451 | $186.1 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 14,406 | $176.0 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 19,781 | $150.1 萬 | 0.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 7,689 | $143.6 萬 | 0.7% | – | – | 歷史 |
| IAUiShares Gold Trust | ISHARES | 78,361 | $127.4 萬 | 0.6% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 8,823 | $119.5 萬 | 0.6% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 19,657 | $117.9 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,561 | $108.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,889 | $101.3 萬 | 0.5% | – | – | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 15,770 | $94.8 萬 | 0.5% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 19,138 | $92.3 萬 | 0.4% | – | – | – |
| WMTWalmart Inc. | Stock | 6,579 | $89.4 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 6,019 | $85.1 萬 | 0.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 3,610 | $85.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,131 | $76.4 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 13,174 | $74.3 萬 | 0.4% | – | – | – |
| iShares Inc464286871 | MSCI HONG KG ETF | 27,210 | $72.3 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 12,927 | $66.0 萬 | 0.3% | – | – | – |
| ABTAbbott Laboratories | Stock | 5,028 | $60.3 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 58,839 | $60.1 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 19,005 | $57.5 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,985 | $56.3 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 951 | $50.8 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,634 | $48.6 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288703 | MRNING SM CP ETF | 2,876 | $48.5 萬 | 0.2% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,344 | $47.0 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,530 | $46.0 萬 | 0.2% | – | – | – |
| MOAltria Group, Inc. | Stock | 8,629 | $44.1 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 7,473 | $43.5 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,142 | $42.5 萬 | 0.2% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 8,739 | $41.9 萬 | 0.2% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 200 | $41.3 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 7,236 | $40.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288604 | MRGSTR SM CP GR | 1,318 | $39.6 萬 | 0.2% | – | – | – |
| iShares Tr464288109 | MORNINGSTAR VALU | 3,166 | $38.9 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,351 | $36.4 萬 | 0.2% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 6,667 | $32.7 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 2,936 | $30.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 4,536 | $29.7 萬 | 0.1% | – | – | – |
| DMLPDorchester Minerals, L.P. | COM UNIT | 21,496 | $29.4 萬 | 0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,150 | $28.0 萬 | 0.1% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,870 | $27.7 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 695 | $27.7 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 677 | $23.9 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 75 | $23.2 萬 | 0.1% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 7,137 | $22.9 萬 | 0.1% | – | – | – |
| PFEPfizer Inc | Stock | 6,309 | $22.9 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,806 | $21.6 萬 | 0.1% | – | – | 歷史 |
| KKellanova | Stock | 3,360 | $21.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 963 | $20.7 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 3,217 | $20.3 萬 | 0.1% | – | – | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 12,275 | $12.5 萬 | 0.1% | – | – | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 50,714 | $5.10 萬 | <0.1% | – | – | 歷史 |
| NTAPNetApp, Inc. | Stock | 41,004 | $4.10 萬 | <0.1% | – | – | 歷史 |