S.E.E.D. Planning Group LLC
- SEC CIK
- 0001765515
- 最新申報
- 2026/8/4
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/21 申報。只含多頭部位。
- 持股檔數
- 74
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.82 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 |
|---|---|---|---|---|---|---|---|
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 490,250 | $1,067 萬 | 5.9% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 493,217 | $1,067 萬 | 5.9% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 479,037 | $1,062 萬 | 5.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 414,506 | $918.1 萬 | 5.0% | – | – | – |
| AAPLApple Inc. | Stock | 68,399 | $835.5 萬 | 4.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,064 | $638.6 萬 | 3.5% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 91,792 | $635.9 萬 | 3.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 20,920 | $493.2 萬 | 2.7% | – | – | 歷史 |
| JLLJones Lang Lasalle Inc | COM | 27,156 | $486.2 萬 | 2.7% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 128,106 | $466.3 萬 | 2.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,228 | $459.5 萬 | 2.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 15,359 | $452.4 萬 | 2.5% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 77,432 | $428.3 萬 | 2.3% | – | – | 歷史 |
| VLOValero Energy Corp | Stock | 56,710 | $406.0 萬 | 2.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 36,514 | $399.0 萬 | 2.2% | – | – | 歷史 |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 170,877 | $399.0 萬 | 2.2% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 40,834 | $392.1 萬 | 2.2% | – | – | – |
| NEENextera Energy Inc | Stock | 51,308 | $387.9 萬 | 2.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 10,948 | $385.9 萬 | 2.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 149,324 | $377.8 萬 | 2.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 150,924 | $377.0 萬 | 2.1% | – | – | – |
| LMTLockheed Martin Corp | Stock | 10,046 | $371.2 萬 | 2.0% | – | – | 歷史 |
| DDominion Energy, Inc | Stock | 46,305 | $351.7 萬 | 1.9% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 139,971 | $343.6 萬 | 1.9% | – | – | – |
| ECLEcolab Inc. | Stock | 16,030 | $343.2 萬 | 1.9% | – | – | 歷史 |
| CTVACorteva, Inc. | Stock | 72,048 | $335.9 萬 | 1.8% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 26,307 | $334.5 萬 | 1.8% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 8,754 | $325.7 萬 | 1.8% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 13,894 | $301.6 萬 | 1.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 18,644 | $263.7 萬 | 1.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 5,852 | $208.4 萬 | 1.1% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 20,299 | $196.3 萬 | 1.1% | – | – | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 92,035 | $194.5 萬 | 1.1% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 2,614 | $177.6 萬 | 1.0% | – | – | 歷史 |
| INTCIntel Corp | Stock | 25,161 | $161.0 萬 | 0.9% | – | – | 歷史 |
| BUDAnheuser-Busch InBev SA/NV | ADR | 19,373 | $121.8 萬 | 0.7% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 4,469 | $116.3 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,447 | $113.6 萬 | 0.6% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,457 | $112.1 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,128 | $108.6 萬 | 0.6% | – | – | 歷史 |
| SOSouthern Co | Stock | 16,869 | $104.9 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 9,539 | $103.5 萬 | 0.6% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 5,432 | $98.6 萬 | 0.5% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,132 | $94.7 萬 | 0.5% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 7,052 | $94.0 萬 | 0.5% | – | – | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 10,734 | $83.0 萬 | 0.5% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,883 | $70.1 萬 | 0.4% | – | – | – |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 26,446 | $61.0 萬 | 0.3% | – | – | – |
| RTXRTX Corp | Stock | 7,300 | $56.4 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,340 | $52.4 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 3,359 | $50.9 萬 | 0.3% | – | – | – |
| XYLXylem Inc. | COM | 4,604 | $48.4 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,913 | $45.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,753 | $43.2 萬 | 0.2% | – | – | – |
| DUKDuke Energy CORP | Stock | 4,320 | $41.7 萬 | 0.2% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 1,465 | $41.2 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 1,031 | $41.0 萬 | 0.2% | – | – | – |
| TGTTarget Corp | Stock | 2,033 | $40.3 萬 | 0.2% | – | – | 歷史 |
| IFFInternational Flavors & Fragrances Inc | COM | 2,687 | $37.5 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 1,811 | $34.9 萬 | 0.2% | – | – | 歷史 |
| LINLinde PLC | SHS | 1,210 | $33.9 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,736 | $32.3 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,962 | $32.2 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,616 | $30.5 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,003 | $30.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,502 | $25.2 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 901 | $24.9 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,778 | $24.1 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,230 | $24.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,602 | $23.6 萬 | 0.1% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,255 | $22.7 萬 | 0.1% | – | – | – |
| CVSCVS Health Corp | Stock | 2,842 | $21.4 萬 | 0.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 800 | $20.7 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 618 | $20.0 萬 | 0.1% | – | – | 歷史 |