Certified Advisory Corp
- SEC CIK
- 0001731732
- 最新申報
- 2026/7/16
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
- 806
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.86 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 Tr46435G672 | CORE INTL AGGR | 477,415 | $2,619 萬 | 6.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 33,189 | $1,320 萬 | 3.4% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 46,814 | $1,203 萬 | 3.1% | – | – | – |
| Invesco Exchange Traded FD T46137V373 | S&P500 EQL STP | 72,107 | $1,138 萬 | 3.0% | – | – | – |
| AAPLApple Inc. | Stock | 84,688 | $1,035 萬 | 2.7% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 78,604 | $1,033 萬 | 2.7% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 26,583 | $953.0 萬 | 2.5% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 33,265 | $865.8 萬 | 2.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 120,325 | $832.5 萬 | 2.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 68,802 | $746.7 萬 | 1.9% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 108,289 | $746.1 萬 | 1.9% | – | – | – |
| MAMastercard Inc | Stock | 16,026 | $570.6 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 59,912 | $522.3 萬 | 1.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 61,615 | $522.0 萬 | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,672 | $517.3 萬 | 1.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 47,650 | $481.7 萬 | 1.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 65,832 | $480.0 萬 | 1.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 32,603 | $479.5 萬 | 1.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 14,900 | $475.5 萬 | 1.2% | – | – | – |
| SPDR Series Trust78464A581 | ST STR SP HCEQ | 37,322 | $446.4 萬 | 1.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 18,173 | $401.5 萬 | 1.0% | – | – | – |
| Vanguard Materials ETF92204A801 | ETF | 21,507 | $372.0 萬 | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 21,753 | $357.5 萬 | 0.9% | – | – | 歷史 |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 136,257 | $353.3 萬 | 0.9% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 25,048 | $351.2 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 16,394 | $351.0 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 39,768 | $328.1 萬 | 0.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 45,528 | $328.0 萬 | 0.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 34,132 | $313.5 萬 | 0.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 30,017 | $305.9 萬 | 0.8% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 84,581 | $299.1 萬 | 0.8% | – | – | – |
| SPGIS&P Global Inc. | Stock | 8,106 | $286.0 萬 | 0.7% | – | – | 歷史 |
| WisdomTree Tr97717W109 | US TOTAL DIVIDND | 25,232 | $285.2 萬 | 0.7% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,549 | $282.4 萬 | 0.7% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 37,932 | $280.4 萬 | 0.7% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 75,389 | $274.7 萬 | 0.7% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 38,165 | $274.2 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,389 | $268.6 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 17,510 | $266.6 萬 | 0.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,274 | $262.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 41,439 | $254.9 萬 | 0.7% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 22,097 | $251.5 萬 | 0.7% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 21,121 | $246.6 萬 | 0.6% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 42,378 | $242.1 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 7,897 | $241.1 萬 | 0.6% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 13,183 | $235.0 萬 | 0.6% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 22,349 | $220.0 萬 | 0.6% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 6,064 | $213.7 萬 | 0.6% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 58,724 | $212.8 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,413 | $204.5 萬 | 0.5% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 23,614 | $194.1 萬 | 0.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,768 | $193.5 萬 | 0.5% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 22,517 | $187.7 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 881 | $182.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 13,969 | $181.4 萬 | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 41,080 | $179.8 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 7,805 | $172.7 萬 | 0.4% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 18,018 | $171.0 萬 | 0.4% | – | – | – |
| DISWalt Disney Co | Stock | 9,241 | $170.5 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 4,502 | $167.5 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 16,346 | $164.7 萬 | 0.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 12,073 | $157.0 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 40,248 | $152.5 萬 | 0.4% | – | – | – |
| QCOMQualcomm Inc | Stock | 11,325 | $150.2 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,012 | $144.9 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 47,471 | $143.7 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 6,223 | $139.3 萬 | 0.4% | – | – | – |
| KOCoca Cola Co | Stock | 26,098 | $137.5 萬 | 0.4% | – | – | 歷史 |
| CVXChevron Corp | Stock | 12,950 | $135.7 萬 | 0.4% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,641 | $134.5 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 20,014 | $130.3 萬 | 0.3% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 33,620 | $127.7 萬 | 0.3% | – | – | – |
| iShares U.S. Healthcare Providers ETF464288828 | ETF | 5,066 | $127.6 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,194 | $126.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,880 | $124.9 萬 | 0.3% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 35,581 | $121.2 萬 | 0.3% | – | – | – |
| DUKDuke Energy CORP | Stock | 12,559 | $121.2 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 24,340 | $119.7 萬 | 0.3% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 4,322 | $116.1 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,715 | $115.7 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 6,162 | $114.2 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 12,184 | $113.3 萬 | 0.3% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 7,571 | $111.6 萬 | 0.3% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,351 | $111.2 萬 | 0.3% | – | – | 歷史 |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 18,602 | $109.7 萬 | 0.3% | – | – | – |
| IPInternational Paper Co | COM | 19,816 | $107.1 萬 | 0.3% | – | – | 歷史 |
| First Trust Financials Alphadex Fund33734X135 | ETF | 24,680 | $102.7 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 2,772 | $101.0 萬 | 0.3% | – | – | – |
| NNNNNN REIT, Inc. | REIT | 22,684 | $100.0 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 8,578 | $98.4 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,009 | $94.9 萬 | 0.2% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 19,267 | $94.5 萬 | 0.2% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 14,641 | $93.8 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 4,405 | $93.3 萬 | 0.2% | – | – | 歷史 |
| GILDGilead Sciences, Inc. | Stock | 14,309 | $92.5 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 15,490 | $90.1 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 8,782 | $89.6 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 3,510 | $89.4 萬 | 0.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 2,705 | $87.1 萬 | 0.2% | – | – | 歷史 |
| KRKroger Co | Stock | 23,541 | $84.7 萬 | 0.2% | – | – | 歷史 |