CRA Financial Services, LLC
- SEC CIK
- 0001765594
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/16 申報。只含多頭部位。
- 持股檔數
- 174
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.58 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 187,786 | $2,294 萬 | 8.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 6,415 | $1,985 萬 | 7.7% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 121,083 | $1,429 萬 | 5.5% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 89,634 | $1,318 萬 | 5.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 50,178 | $1,183 萬 | 4.6% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 136,246 | $993.5 萬 | 3.8% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 66,399 | $861.7 萬 | 3.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 39,161 | $838.4 萬 | 3.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 25,387 | $810.2 萬 | 3.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 3,005 | $619.8 萬 | 2.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 13,751 | $547.1 萬 | 2.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 16,185 | $421.3 萬 | 1.6% | – | – | – |
| HDHome Depot, Inc. | Stock | 13,029 | $397.7 萬 | 1.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,905 | $350.6 萬 | 1.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 16,520 | $349.8 萬 | 1.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,392 | $293.0 萬 | 1.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,374 | $284.2 萬 | 1.1% | – | – | 歷史 |
| iShares Core High Dividend ETF46429B663 | ETF | 28,677 | $272.1 萬 | 1.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,950 | $249.1 萬 | 1.0% | – | – | – |
| MAMastercard Inc | Stock | 6,953 | $247.6 萬 | 1.0% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,917 | $247.5 萬 | 1.0% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 13,158 | $242.8 萬 | 0.9% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 24,415 | $236.1 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 9,609 | $212.7 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,237 | $210.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 22,283 | $207.3 萬 | 0.8% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 26,556 | $197.7 萬 | 0.8% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 14,008 | $189.7 萬 | 0.7% | – | – | – |
| NEENextera Energy Inc | Stock | 24,183 | $182.9 萬 | 0.7% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 20,800 | $176.2 萬 | 0.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 12,165 | $164.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard Admiral FDS Inc921932828 | SMLLCP 600 IDX | 8,213 | $163.4 萬 | 0.6% | – | – | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 3,137 | $161.1 萬 | 0.6% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 15,597 | $155.5 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 9,062 | $148.9 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 35,036 | $135.6 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 9,228 | $130.7 萬 | 0.5% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 23,168 | $129.3 萬 | 0.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,771 | $118.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 5,173 | $118.3 萬 | 0.5% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 3,047 | $113.4 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 8,465 | $112.2 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,592 | $104.8 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,287 | $104.2 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 33,962 | $102.8 萬 | 0.4% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,734 | $102.8 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 3,746 | $95.4 萬 | 0.4% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 24,828 | $93.4 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 7,008 | $92.1 萬 | 0.4% | – | – | – |
| CMCSAComcast Corp | Stock | 16,480 | $89.2 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 18,452 | $89.1 萬 | 0.3% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,888 | $87.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,415 | $86.6 萬 | 0.3% | – | – | – |
| NFLXNetflix Inc | Stock | 1,645 | $85.8 萬 | 0.3% | – | – | 歷史 |
| PPLPPL Corp | COM | 29,565 | $85.3 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 8,118 | $85.1 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,988 | $84.7 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,582 | $84.5 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,538 | $84.3 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V332 | S&P500 EQL HLT | 3,132 | $84.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,260 | $83.8 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 13,061 | $83.6 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 14,284 | $83.1 萬 | 0.3% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 2,241 | $82.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,999 | $82.7 萬 | 0.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 11,369 | $81.9 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 3,512 | $81.4 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 4,327 | $80.8 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,135 | $79.9 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 4,880 | $78.5 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 21,294 | $77.1 萬 | 0.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $77.1 萬 | 0.3% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 3,361 | $75.3 萬 | 0.3% | – | – | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 36,660 | $73.9 萬 | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 7,996 | $73.5 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 13,778 | $72.6 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,464 | $71.4 萬 | 0.3% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 11,065 | $70.9 萬 | 0.3% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 2,127 | $70.2 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 4,061 | $69.0 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 5,057 | $68.7 萬 | 0.3% | – | – | 歷史 |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 15,000 | $66.8 萬 | 0.3% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 9,598 | $62.6 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,711 | $61.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,267 | $61.1 萬 | 0.2% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 7,555 | $59.2 萬 | 0.2% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 10,740 | $57.9 萬 | 0.2% | – | – | – |
| PAYXPaychex Inc | Stock | 5,636 | $55.2 萬 | 0.2% | – | – | 歷史 |
| PTONPeloton Interactive, Inc. | CL A COM | 4,885 | $54.9 萬 | 0.2% | – | – | 歷史 |
| J P Morgan Exchange-Traded F46641Q613 | US AGGREGATE | 20,300 | $54.5 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,410 | $53.2 萬 | 0.2% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 2,155 | $52.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 8,274 | $51.9 萬 | 0.2% | – | – | – |
| XYZBlock, Inc. | CL A | 2,275 | $51.7 萬 | 0.2% | – | – | 歷史 |
| CLXClorox Co | Stock | 2,675 | $51.6 萬 | 0.2% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 4,198 | $47.8 萬 | 0.2% | – | – | – |
| CVSCVS Health Corp | Stock | 6,174 | $46.4 萬 | 0.2% | – | – | 歷史 |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 9,010 | $45.2 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 8,714 | $45.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 2,954 | $44.8 萬 | 0.2% | – | – | – |
選擇權（9 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AAPLApple Inc. | Stock | – | $7.50 萬 |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | – | $4.10 萬 |
| BABAAlibaba Group Holding Ltd | ADR | – | $2.40 萬 |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | – | $1.40 萬 |
| BABoeing Co | Stock | – | $1.10 萬 |
| DISWalt Disney Co | Stock | – | $8,000 |
| CVSCVS Health Corp | Stock | – | $4,000 |
| GMGeneral Motors Co | COM | – | $3,000 |
| Entercom Communications Corp293639100 | CL A | – | $1,000 |