Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 552
- 2020 年第 4 季沒有 13F 資料
- 總值
- $186.8 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 Ftse Developed Markets ETF921943858 | ETF | 59,350,442 | $29.1 億 | 15.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,634,317 | $22.0 億 | 11.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 41,215,286 | $21.5 億 | 11.5% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 27,866,400 | $15.2 億 | 8.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 33,806,302 | $12.7 億 | 6.8% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 10,311,462 | $9.97 億 | 5.3% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,387,553 | $9.26 億 | 5.0% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,029,212 | $8.87 億 | 4.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,114,410 | $5.92 億 | 3.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,231,078 | $5.72 億 | 3.1% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 5,672,965 | $5.21 億 | 2.8% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,828,668 | $4.98 億 | 2.7% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,557,376 | $3.87 億 | 2.1% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 6,612,654 | $3.42 億 | 1.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 912,643 | $1.95 億 | 1.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 354,830 | $1.29 億 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 534,383 | $1.26 億 | 0.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,001,285 | $1.22 億 | 0.7% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 1,743,176 | $1.19 億 | 0.6% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 2,354,527 | $1.16 億 | 0.6% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 610,881 | $1.13 億 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 26,717 | $8,267 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 926,734 | $7,851 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 151,275 | $4,456 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 18,143 | $3,742 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 17,230 | $3,564 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 55,876 | $2,983 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 173,561 | $2,642 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 256,338 | $2,385 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 63,463 | $2,361 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 106,148 | $2,248 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 92,361 | $2,243 萬 | 0.1% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 357,848 | $2,189 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 70,454 | $2,151 萬 | 0.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 58,704 | $2,090 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 123,866 | $2,036 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 38,618 | $2,015 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 77,058 | $1,969 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 168,825 | $1,959 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 136,133 | $1,844 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 468,855 | $1,814 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 191,303 | $1,697 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 90,832 | $1,676 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 33,889 | $1,611 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 74,608 | $1,410 萬 | 0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 111,118 | $1,332 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 97,303 | $1,322 萬 | 0.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 46,620 | $1,288 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 35,169 | $1,240 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 218,937 | $1,185 萬 | 0.1% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 86,249 | $1,144 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 196,220 | $1,141 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 49,970 | $1,120 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 145,271 | $1,098 萬 | 0.1% | – | – | 歷史 |
| CCitigroup Inc | Stock | 150,984 | $1,098 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 47,485 | $1,047 萬 | 0.1% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 45,528 | $1,025 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 132,889 | $1,024 萬 | 0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 72,244 | $1,022 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 182,225 | $1,017 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 156,960 | $1,005 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 92,556 | $1,002 萬 | 0.1% | – | – | 歷史 |
| OXYOccidental Petroleum Corp | Stock | 374,348 | $996.5 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 50,107 | $992.5 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 45,334 | $984.1 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 21,505 | $981.4 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 51,339 | $959.1 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 90,949 | $953.1 萬 | 0.1% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 49,503 | $941.4 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 78,242 | $924.3 萬 | <0.1% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 69,207 | $919.7 萬 | <0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 13,478 | $900.2 萬 | <0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 38,114 | $883.7 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 137,489 | $868.0 萬 | <0.1% | – | – | 歷史 |
| Schwab U.S. REIT ETF808524847 | ETF | 210,606 | $865.4 萬 | <0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 34,682 | $862.9 萬 | <0.1% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 13,910 | $858.3 萬 | <0.1% | – | – | 歷史 |
| HBANHuntington Bancshares Inc | COM | 530,447 | $833.9 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 159,597 | $825.3 萬 | <0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 154,723 | $815.5 萬 | <0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 147,073 | $813.5 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 298,602 | $799.4 萬 | <0.1% | – | – | – |
| BBWIBath & Body Works, Inc. | COM | 127,970 | $791.6 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 24,000 | $784.8 萬 | <0.1% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 10,308 | $777.2 萬 | <0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 110,201 | $773.3 萬 | <0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 249,831 | $756.2 萬 | <0.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 96,802 | $751.8 萬 | <0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 68,754 | $751.3 萬 | <0.1% | – | – | 歷史 |
| GAPGap Inc | COM | 251,366 | $748.6 萬 | <0.1% | – | – | 歷史 |
| CMAComerica Inc | COM | 104,343 | $748.6 萬 | <0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 206,138 | $746.8 萬 | <0.1% | – | – | 歷史 |
| KSSKOHLS Corp | Stock | 120,100 | $715.9 萬 | <0.1% | – | – | 歷史 |
| DVNDevon Energy Corp | Stock | 318,681 | $696.3 萬 | <0.1% | – | – | 歷史 |
| GEGeneral Electric Co | COM | 528,648 | $694.1 萬 | <0.1% | – | – | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 122,229 | $671.8 萬 | <0.1% | – | – | 歷史 |
| SLBSLB Limited | Stock | 246,761 | $670.9 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 26,252 | $668.7 萬 | <0.1% | – | – | 歷史 |
| CFGCitizens Financial Group Inc | COM | 151,101 | $667.1 萬 | <0.1% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 73,861 | $655.4 萬 | <0.1% | – | – | 歷史 |