Summit Financial, LLC
- SEC CIK
- 0001765536
- 最新申報
- 2026/8/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/3 申報。只含多頭部位。
- 持股檔數
- 56
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.58 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 | 1,781,926 | $3.68 億 | 48.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 2,735,429 | $1.66 億 | 21.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 182,549 | $4,692 萬 | 6.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 281,467 | $3,700 萬 | 4.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 205,773 | $3,408 萬 | 4.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 203,977 | $2,751 萬 | 3.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 20,443 | $813.2 萬 | 1.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 96,502 | $695.3 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 74,640 | $615.8 萬 | 0.8% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 94,193 | $496.9 萬 | 0.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 49,069 | $449.5 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 53,965 | $352.3 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 8,761 | $319.2 萬 | 0.4% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 24,552 | $284.9 萬 | 0.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 40,350 | $283.6 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 21,461 | $278.5 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 53,570 | $269.2 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 11,030 | $244.1 萬 | 0.3% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 26,130 | $180.0 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 27,607 | $177.7 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 19,052 | $177.2 萬 | 0.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 19,038 | $168.9 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 16,613 | $140.7 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,324 | $138.6 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,283 | $116.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 5,133 | $109.9 萬 | 0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,041 | $109.0 萬 | 0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,312 | $96.5 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 3,496 | $96.0 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,012 | $93.8 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,173 | $86.4 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,343 | $81.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 15,597 | $80.8 萬 | 0.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,056 | $80.3 萬 | 0.1% | – | – | – |
| AAPLApple Inc. | Stock | 6,147 | $75.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 14,751 | $72.4 萬 | 0.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 8,731 | $65.0 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,121 | $49.2 萬 | 0.1% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 7,271 | $45.6 萬 | 0.1% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 3,495 | $44.9 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 3,787 | $44.7 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,891 | $44.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,981 | $37.4 萬 | <0.1% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 1,120 | $33.7 萬 | <0.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,682 | $32.5 萬 | <0.1% | – | – | – |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 4,451 | $32.1 萬 | <0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 3,114 | $31.5 萬 | <0.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 3,142 | $31.3 萬 | <0.1% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 1,862 | $29.7 萬 | <0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 4,096 | $29.4 萬 | <0.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 4,016 | $27.8 萬 | <0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 81 | $25.1 萬 | <0.1% | – | – | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 1,105 | $22.9 萬 | <0.1% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 4,049 | $20.2 萬 | <0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 1,432 | $20.2 萬 | <0.1% | – | – | – |
| NADNuveen Quality Municipal Income Fund | COM | 11,539 | $17.5 萬 | <0.1% | – | – | 歷史 |