VERITY Wealth Advisors
- SEC CIK
- 0001763138
- 最新申報
- 2026/7/16
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 55
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.13 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 127,578 | $2,637 萬 | 23.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 40,515 | $1,612 萬 | 14.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 121,372 | $736.5 萬 | 6.5% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 115,066 | $620.8 萬 | 5.5% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 89,393 | $493.3 萬 | 4.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 79,362 | $413.1 萬 | 3.7% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 41,868 | $354.7 萬 | 3.1% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 97,026 | $319.9 萬 | 2.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 42,042 | $290.9 萬 | 2.6% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 29,028 | $278.8 萬 | 2.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 55,623 | $273.2 萬 | 2.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 68,200 | $256.6 萬 | 2.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 9,476 | $223.4 萬 | 2.0% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 21,198 | $194.7 萬 | 1.7% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 21,578 | $189.5 萬 | 1.7% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 11,279 | $169.8 萬 | 1.5% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 16,216 | $133.8 萬 | 1.2% | – | – | – |
| iShares Tr464288356 | CALIF MUN BD ETF | 18,787 | $116.7 萬 | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 7,063 | $116.1 萬 | 1.0% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 8,313 | $110.2 萬 | 1.0% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,736 | $97.1 萬 | 0.9% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,826 | $96.6 萬 | 0.9% | – | – | 歷史 |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 38,242 | $96.0 萬 | 0.8% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 9,878 | $95.5 萬 | 0.8% | – | – | – |
| LNTAlliant Energy Corp | Stock | 16,443 | $89.1 萬 | 0.8% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 15,318 | $87.5 萬 | 0.8% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 3,789 | $68.1 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 11,534 | $64.4 萬 | 0.6% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,381 | $63.0 萬 | 0.6% | – | – | 歷史 |
| INTCIntel Corp | Stock | 8,898 | $56.9 萬 | 0.5% | – | – | 歷史 |
| LANDGladstone Land Corp | COM | 30,424 | $55.7 萬 | 0.5% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 9,324 | $53.9 萬 | 0.5% | – | – | – |
| CTASCintas Corp | Stock | 1,580 | $53.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 7,894 | $53.1 萬 | 0.5% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,751 | $51.6 萬 | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 4,415 | $51.2 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,882 | $51.0 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,141 | $47.4 萬 | 0.4% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,967 | $46.7 萬 | 0.4% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 6,638 | $42.7 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,542 | $39.4 萬 | 0.3% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 29,870 | $39.2 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,726 | $33.3 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 9,962 | $30.2 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286665 | MSCI PAC JP ETF | 5,740 | $28.8 萬 | 0.3% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 790 | $28.3 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 2,284 | $27.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 4,540 | $27.9 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 89 | $27.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,015 | $27.4 萬 | 0.2% | – | – | – |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 10,697 | $26.4 萬 | 0.2% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,575 | $25.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,324 | $25.2 萬 | 0.2% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 3,562 | $24.4 萬 | 0.2% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,642 | $22.9 萬 | 0.2% | – | – | – |