Cooper Financial Group
- SEC CIK
- 0001751581
- 最新申報
- 2026/7/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 241
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.43 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 54,041 | $169.2 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 11,173 | $183.6 萬 | 0.4% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 5,660 | $192.9 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,947 | $196.2 萬 | 0.4% | – | – | – |
| AMGNAmgen Inc | Stock | 7,888 | $196.3 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 11,043 | $203.8 萬 | 0.5% | – | – | 歷史 |
| Amplify ETF Tr032108888 | BLACKSWAN GRWT | 66,634 | $213.0 萬 | 0.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 31,298 | $216.5 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 62,192 | $235.7 萬 | 0.5% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 47,221 | $241.0 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 44,246 | $249.5 萬 | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 19,531 | $264.5 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 89,487 | $265.3 萬 | 0.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 9,087 | $277.4 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 12,263 | $298.0 萬 | 0.7% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 1,570 | $323.8 萬 | 0.7% | – | – | 歷史 |
| BABoeing Co | Stock | 13,762 | $350.6 萬 | 0.8% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 11,954 | $394.9 萬 | 0.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 16,898 | $431.7 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 149,018 | $435.7 萬 | 1.0% | – | – | – |
| iShares Tr464288588 | MBS ETF | 41,069 | $445.3 萬 | 1.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 90,190 | $457.8 萬 | 1.0% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 97,234 | $477.0 萬 | 1.1% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,235 | $566.3 萬 | 1.3% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 87,353 | $582.4 萬 | 1.3% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 43,524 | $700.1 萬 | 1.6% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 72,021 | $762.4 萬 | 1.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 34,099 | $803.9 萬 | 1.8% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 84,092 | $838.1 萬 | 1.9% | – | – | – |
| TSLATesla, Inc. | Stock | 14,591 | $974.6 萬 | 2.2% | – | – | 歷史 |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 195,137 | $1,002 萬 | 2.3% | – | – | – |
| AMZNAmazon Com Inc | Stock | 3,447 | $1,067 萬 | 2.4% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 104,943 | $1,075 萬 | 2.4% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 330,136 | $1,343 萬 | 3.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 143,286 | $1,440 萬 | 3.3% | – | – | – |
| AAPLApple Inc. | Stock | 141,493 | $1,728 萬 | 3.9% | – | – | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 340,464 | $1,735 萬 | 3.9% | – | – | – |
| Schwab Strategic Tr808524714 | 1 5YR CORP BD | 355,068 | $1,810 萬 | 4.1% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 1,103,451 | $2,890 萬 | 6.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 736,047 | $3,431 萬 | 7.7% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 434,608 | $3,949 萬 | 8.9% | – | – | – |