Stewardship Advisors, LLC
- SEC CIK
- 0001733219
- 最新申報
- 2026/7/20
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 48
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.54 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 Core S&P 500 ETF464287200 | ETF | 66,324 | $2,639 萬 | 10.4% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 818,622 | $2,427 萬 | 9.5% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 819,307 | $2,146 萬 | 8.4% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 271,757 | $1,982 萬 | 7.8% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 436,830 | $1,584 萬 | 6.2% | – | – | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 263,595 | $1,316 萬 | 5.2% | – | – | – |
| American Centy ETF Tr025072810 | FOCUSED DYNAMIC | 170,628 | $1,262 萬 | 5.0% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 469,247 | $1,219 萬 | 4.8% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 213,718 | $1,170 萬 | 4.6% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 141,845 | $778.2 萬 | 3.1% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 74,724 | $733.9 萬 | 2.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,988 | $733.6 萬 | 2.9% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 92,028 | $678.7 萬 | 2.7% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 63,070 | $553.9 萬 | 2.2% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 135,821 | $552.7 萬 | 2.2% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 40,749 | $488.8 萬 | 1.9% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 77,370 | $448.6 萬 | 1.8% | – | – | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 120,678 | $436.9 萬 | 1.7% | – | – | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 77,513 | $388.1 萬 | 1.5% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 8,977 | $339.5 萬 | 1.3% | – | – | – |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 48,372 | $309.1 萬 | 1.2% | – | – | – |
| Renaissance Cap Greenwich FD759937303 | INTNTL IPO ETF | 88,141 | $306.3 萬 | 1.2% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 42,146 | $304.3 萬 | 1.2% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 60,851 | $299.3 萬 | 1.2% | – | – | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 51,551 | $281.8 萬 | 1.1% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 45,745 | $280.7 萬 | 1.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 52,784 | $246.0 萬 | 1.0% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 66,683 | $243.0 萬 | 1.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E370 | S&P 500 HB ETF | 29,290 | $203.7 萬 | 0.8% | – | – | – |
| American Centy ETF Tr025072109 | DIVERSIFID CRP | 38,463 | $199.1 萬 | 0.8% | – | – | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 36,638 | $141.2 萬 | 0.6% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 23,005 | $111.0 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 5,131 | $82.1 萬 | 0.3% | – | – | 歷史 |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 15,108 | $65.0 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 11,908 | $49.2 萬 | 0.2% | – | – | – |
| HSYHershey Co | COM | 3,069 | $48.5 萬 | 0.2% | – | – | 歷史 |
| American Centy ETF Tr025072505 | DIVERSIFIED MU | 8,748 | $47.8 萬 | 0.2% | – | – | – |
| AAPLApple Inc. | Stock | 3,253 | $39.7 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 5,527 | $38.2 萬 | 0.2% | – | – | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 7,763 | $32.8 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,087 | $31.7 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 3,778 | $31.7 萬 | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,146 | $29.9 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 5,009 | $29.2 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 7,207 | $27.7 萬 | 0.1% | – | – | – |
| FULTFulton Financial Corp | COM | 16,264 | $27.7 萬 | 0.1% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 1,519 | $26.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 4,473 | $23.9 萬 | 0.1% | – | – | – |