HHM Wealth Advisors, LLC
- SEC CIK
- 0001750086
- 最新申報
- 2026/7/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 610
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.23 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 US Dividend Equity ETF808524797 | ETF | 910,691 | $6,641 萬 | 20.5% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 459,135 | $4,440 萬 | 13.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 255,834 | $3,320 萬 | 10.3% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 319,908 | $2,381 萬 | 7.4% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 226,719 | $1,569 萬 | 4.9% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 86,741 | $796.8 萬 | 2.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 75,136 | $748.9 萬 | 2.3% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 230,661 | $709.3 萬 | 2.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 47,786 | $702.8 萬 | 2.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 160,775 | $604.8 萬 | 1.9% | – | – | – |
| AAPLApple Inc. | Stock | 45,838 | $559.9 萬 | 1.7% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q407 | JPMORGAN DIVER | 43,951 | $401.3 萬 | 1.2% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 66,413 | $313.6 萬 | 1.0% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 59,858 | $307.0 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 12,297 | $289.9 萬 | 0.9% | – | – | 歷史 |
| SPDR Series Trust78468R721 | STATE STREET SPD | 53,956 | $278.7 萬 | 0.9% | – | – | – |
| Schwab Fundamental International Equity ETF808524755 | ETF | 85,827 | $275.5 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 32,903 | $271.4 萬 | 0.8% | – | – | – |
| Schwab Strategic Tr808524789 | FUNDAMENTAL US B | 51,518 | $264.2 萬 | 0.8% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 9,404 | $252.5 萬 | 0.8% | – | – | 歷史 |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 48,025 | $243.3 萬 | 0.8% | – | – | – |
| AMZNAmazon Com Inc | Stock | 671 | $207.6 萬 | 0.6% | – | – | 歷史 |
| PNFPPinnacle Financial Partners, Inc. | COM | 18,304 | $162.3 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,546 | $135.2 萬 | 0.4% | – | – | – |
| VVisa Inc. | Stock | 5,881 | $124.5 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 3,573 | $109.1 萬 | 0.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 16,898 | $105.0 萬 | 0.3% | – | – | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 5,454 | $102.7 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 482 | $99.4 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 21,399 | $87.9 萬 | 0.3% | – | – | – |
| ZEUSOlympic Steel Inc | COM | 28,576 | $84.2 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,893 | $81.4 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 3,500 | $81.2 萬 | 0.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 5,955 | $80.6 萬 | 0.2% | – | – | 歷史 |
| FRDFriedman Industries Inc | COM | 99,404 | $80.4 萬 | 0.2% | – | – | 歷史 |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 2,897 | $78.2 萬 | 0.2% | – | – | – |
| J P Morgan Exchange-Traded F46641Q209 | DIV RTN INT EQ | 12,520 | $76.4 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 9,785 | $75.4 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,840 | $73.2 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,802 | $73.1 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,835 | $72.4 萬 | 0.2% | – | – | 歷史 |
| TWITitan International Inc | COM | 77,236 | $71.7 萬 | 0.2% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 13,262 | $71.5 萬 | 0.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,045 | $67.7 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 13,054 | $67.5 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W331 | GLB EX US RL EST | 25,178 | $66.8 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,000 | $65.7 萬 | 0.2% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 12,481 | $63.3 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 3,430 | $63.3 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 16,288 | $63.0 萬 | 0.2% | – | – | 歷史 |
| MAAMid America Apartment Communities Inc. | COM | 4,300 | $62.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,342 | $60.9 萬 | 0.2% | – | – | – |
| GEGeneral Electric Co | COM | 46,010 | $60.4 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,679 | $59.1 萬 | 0.2% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 10,805 | $58.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,590 | $57.9 萬 | 0.2% | – | – | – |
| TMToyota Motor Corp | ADS | 3,621 | $56.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 5,129 | $51.8 萬 | 0.2% | – | – | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,692 | $48.8 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 7,285 | $46.6 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,893 | $45.0 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 8,321 | $43.9 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,757 | $43.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 20,004 | $43.3 萬 | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 3,007 | $40.0 萬 | 0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,052 | $39.3 萬 | 0.1% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 601 | $39.2 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 12,930 | $39.1 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,611 | $37.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,746 | $36.1 萬 | 0.1% | – | – | – |
| DALDelta Air Lines, Inc. | COM NEW | 7,481 | $36.1 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,888 | $35.7 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 6,109 | $35.6 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 6,200 | $34.6 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,176 | $34.4 萬 | 0.1% | – | – | 歷史 |
| CYHCommunity Health Systems Inc | COM | 25,250 | $34.1 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 6,655 | $34.0 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,852 | $33.7 萬 | 0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 160 | $33.1 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 881 | $32.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,684 | $32.8 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,752 | $32.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 14,788 | $32.2 萬 | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 608 | $31.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,365 | $31.2 萬 | 0.1% | – | – | – |
| OKTAOkta, Inc. | CL A | 1,400 | $30.9 萬 | 0.1% | – | – | 歷史 |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 14,641 | $30.9 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,165 | $30.0 萬 | 0.1% | – | – | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 7,975 | $29.9 萬 | 0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,648 | $28.8 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,026 | $28.7 萬 | 0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 1,117 | $28.5 萬 | 0.1% | – | – | 歷史 |
| CINFCincinnati Financial Corp | COM | 2,633 | $27.1 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,999 | $27.0 萬 | 0.1% | – | – | 歷史 |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 6,610 | $26.1 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 381 | $25.4 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,158 | $25.1 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 1,771 | $25.0 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,012 | $24.1 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 2,700 | $23.8 萬 | 0.1% | – | – | 歷史 |