Retirement Group, LLC
- SEC CIK
- 0001740491
- 最新申報
- 2024/4/30
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
- 766
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.20 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 |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 94,715 | $2,420 萬 | 11.0% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V233 | S&P 500 TOP 50 | 50,027 | $1,483 萬 | 6.7% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 113,423 | $930.0 萬 | 4.2% | – | – | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 134,404 | $879.4 萬 | 4.0% | – | – | – |
| CVXChevron Corp | Stock | 71,955 | $754.0 萬 | 3.4% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 95,365 | $695.4 萬 | 3.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 13,543 | $536.7 萬 | 2.4% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 16,429 | $524.3 萬 | 2.4% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 38,344 | $519.4 萬 | 2.4% | – | – | – |
| CATCaterpillar Inc | Stock | 22,184 | $514.4 萬 | 2.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,618 | $500.6 萬 | 2.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 85,826 | $479.2 萬 | 2.2% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 196,936 | $396.8 萬 | 1.8% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,933 | $395.1 萬 | 1.8% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,351 | $394.6 萬 | 1.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 6,932 | $370.1 萬 | 1.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 26,152 | $319.5 萬 | 1.5% | – | – | 歷史 |
| TAT&T Inc. | Stock | 105,176 | $318.4 萬 | 1.4% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,766 | $286.1 萬 | 1.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 11,747 | $277.0 萬 | 1.3% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 52,948 | $259.8 萬 | 1.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 14,498 | $213.2 萬 | 1.0% | – | – | – |
| JEFJefferies Financial Group Inc. | COM | 68,809 | $207.1 萬 | 0.9% | – | – | 歷史 |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 43,120 | $206.5 萬 | 0.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 37,592 | $202.8 萬 | 0.9% | – | – | – |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 43,872 | $195.2 萬 | 0.9% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 129,404 | $194.1 萬 | 0.9% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 32,412 | $177.2 萬 | 0.8% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 16,794 | $162.4 萬 | 0.7% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 30,381 | $139.0 萬 | 0.6% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 28,138 | $135.8 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,188 | $127.9 萬 | 0.6% | – | – | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 64,943 | $122.6 萬 | 0.6% | – | – | – |
| Invesco Actively Managed Exc46090A804 | TOTAL RETURN | 21,858 | $122.4 萬 | 0.6% | – | – | – |
| AMDAdvanced Micro Devices Inc | Stock | 14,860 | $116.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,530 | $115.6 萬 | 0.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,207 | $115.0 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 34,051 | $106.6 萬 | 0.5% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 19,685 | $101.9 萬 | 0.5% | – | – | – |
| PLTRPalantir Technologies Inc. | Stock | 41,365 | $96.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 8,779 | $89.9 萬 | 0.4% | – | – | – |
| GLDSPDR Gold Trust | ETF | 5,207 | $83.3 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,744 | $82.9 萬 | 0.4% | – | – | 歷史 |
| Fidelity Merrimack STR Tr316188200 | LTD TRM BD ETF | 15,539 | $81.2 萬 | 0.4% | – | – | – |
| PCIPIMCO Dynamic Credit & Mortgage Income Fund | COM SHS | 36,132 | $80.5 萬 | 0.4% | – | – | 歷史 |
| SGOLabrdn Gold ETF Trust | ETF | 48,020 | $78.8 萬 | 0.4% | – | – | 歷史 |
| SIVRabrdn Silver ETF Trust | PHYSCL SILVR SHS | 33,315 | $78.7 萬 | 0.4% | – | – | 歷史 |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 24,158 | $78.5 萬 | 0.4% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,822 | $77.6 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 11,303 | $73.8 萬 | 0.3% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 11,976 | $73.2 萬 | 0.3% | – | – | – |
| COPConocoPhillips | Stock | 13,614 | $72.1 萬 | 0.3% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 31,160 | $68.9 萬 | 0.3% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,710 | $67.8 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138G870 | VAR RATE PFD | 25,325 | $65.5 萬 | 0.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,510 | $65.3 萬 | 0.3% | – | – | – |
| Global X FDS37954Y657 | US PFD ETF | 25,400 | $64.8 萬 | 0.3% | – | – | – |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 63,380 | $62.2 萬 | 0.3% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 16,249 | $61.1 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 896 | $59.9 萬 | 0.3% | – | – | 歷史 |
| Osi ETF Tr67110P704 | OSHS GBL INTER | 11,366 | $59.2 萬 | 0.3% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,493 | $58.4 萬 | 0.3% | – | – | – |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 37,572 | $58.2 萬 | 0.3% | – | – | 歷史 |
| ORealty Income Corp | REIT | 8,790 | $55.8 萬 | 0.3% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 10,979 | $55.6 萬 | 0.3% | – | – | – |
| DKNGDraftKings Inc. | COM CL A | 8,638 | $53.0 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,793 | $52.8 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X511 | YIELD ENHANCD US | 10,244 | $52.4 萬 | 0.2% | – | – | – |
| VEEVVeeva Systems Inc | Stock | 1,977 | $51.6 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F429 | PREFERRED SECURT | 24,800 | $51.6 萬 | 0.2% | – | – | – |
| HONHoneywell International Inc | COM | 2,369 | $51.4 萬 | 0.2% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 1,396 | $50.2 萬 | 0.2% | – | – | 歷史 |
| BWBabcock & Wilcox Enterprises, Inc. | COM | 18,717 | $49.6 萬 | 0.2% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 5,849 | $47.7 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 6,475 | $47.3 萬 | 0.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 5,284 | $45.6 萬 | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 11,810 | $45.4 萬 | 0.2% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 17,533 | $44.3 萬 | 0.2% | – | – | – |
| Tidal ETF Tr886364504 | SOFI GIG ETF | 11,564 | $43.3 萬 | 0.2% | – | – | – |
| BYNDBeyond Meat, Inc. | COM | 3,214 | $41.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 9,091 | $41.6 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 6,413 | $41.0 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,654 | $40.2 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 188 | $38.9 萬 | 0.2% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 7,439 | $38.2 萬 | 0.2% | – | – | – |
| ISRGIntuitive Surgical Inc | COM NEW | 489 | $36.1 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 2,642 | $35.2 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 11,390 | $34.9 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138G656 | S&P ULTRA DIVIDE | 8,614 | $34.3 萬 | 0.2% | – | – | – |
| WMWaste Management Inc | Stock | 2,581 | $33.3 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,896 | $33.0 萬 | 0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 158 | $32.6 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 7,921 | $32.5 萬 | 0.1% | – | – | – |
| BXBlackstone Inc. | COM | 4,351 | $32.4 萬 | 0.1% | – | – | 歷史 |
| PCGPG&E Corp | Stock | 27,511 | $32.2 萬 | 0.1% | – | – | 歷史 |
| Invesco Actively Managed Exc46090A887 | ULTRA SHRT DUR | 6,337 | $32.0 萬 | 0.1% | – | – | – |
| CMBMFCambium Networks Corp | SHS | 6,545 | $30.6 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 11,411 | $30.3 萬 | 0.1% | – | – | – |
| SHOPShopify Inc. | Stock | 273 | $30.2 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,594 | $30.0 萬 | 0.1% | – | – | – |