Great Point Wealth Advisors, LLC
- SEC CIK
- 0001760304
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/11 申報。只含多頭部位。
- 持股檔數
- 52
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.61 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 |
|---|---|---|---|---|---|---|---|
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 271,213 | $3,013 萬 | 11.5% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 904,683 | $2,989 萬 | 11.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 122,204 | $2,526 萬 | 9.7% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 261,455 | $2,255 萬 | 8.6% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 616,211 | $1,929 萬 | 7.4% | – | – | – |
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 472,703 | $1,901 萬 | 7.3% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 221,771 | $1,602 萬 | 6.1% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 284,208 | $1,458 萬 | 5.6% | – | – | – |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 225,372 | $1,148 萬 | 4.4% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 241,745 | $1,058 萬 | 4.0% | – | – | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 56,431 | $967.5 萬 | 3.7% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 170,483 | $887.4 萬 | 3.4% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 85,122 | $779.7 萬 | 3.0% | – | – | – |
| SPDR Index Shs FDS78463X756 | ST MARKE CAP ETF | 75,723 | $419.4 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,110 | $302.1 萬 | 1.2% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 22,943 | $270.8 萬 | 1.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,602 | $250.0 萬 | 1.0% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 36,492 | $237.6 萬 | 0.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 18,278 | $198.4 萬 | 0.8% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 24,740 | $178.3 萬 | 0.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 11,837 | $167.2 萬 | 0.6% | – | – | – |
| AAPLApple Inc. | Stock | 12,639 | $154.4 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 8,319 | $154.2 萬 | 0.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,334 | $114.6 萬 | 0.4% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 10,453 | $99.5 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 5,141 | $78.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464289867 | CORE 60 BALA ETF | 13,073 | $70.0 萬 | 0.3% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 9,899 | $68.7 萬 | 0.3% | – | – | – |
| RDFNRedfin Corp | COM | 10,000 | $66.6 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78468R101 | ST SHO TREAS ETF | 20,964 | $64.3 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,618 | $64.1 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 9,542 | $55.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464289859 | CORE 80 20 ETF | 8,104 | $54.2 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 7,796 | $48.0 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,857 | $44.1 萬 | 0.2% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 8,063 | $40.9 萬 | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,378 | $39.4 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,282 | $39.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,890 | $35.8 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 5,475 | $33.2 萬 | 0.1% | – | – | – |
| GGenpact LTD | SHS | 7,212 | $30.9 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,000 | $28.3 萬 | 0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 1,775 | $26.7 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,853 | $25.1 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 6,591 | $23.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46429B655 | FLTG RATE NT ETF | 4,600 | $23.4 萬 | 0.1% | – | – | – |
| Ssga Active ETF Tr78467V400 | GLOBL ALLO ETF | 5,008 | $22.0 萬 | 0.1% | – | – | – |
| SGRYSurgery Partners, Inc. | Stock | 4,645 | $20.6 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 3,210 | $20.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 1,160 | $20.5 萬 | 0.1% | – | – | – |
| Michaels Cos Inc59408Q106 | COM | 9,289 | $20.4 萬 | 0.1% | – | – | – |
| CIMChimera Investment Corp | COM NEW | 14,770 | $18.8 萬 | 0.1% | – | – | 歷史 |