Bernardo Wealth Planning LLC
- SEC CIK
- 0001765595
- 最新申報
- 2026/7/27
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 76
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.57 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 World FD921910816 | MEGA GRWTH IND | 103,037 | $2,134 萬 | 13.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 36,308 | $1,444 萬 | 9.2% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 172,923 | $1,196 萬 | 7.6% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 102,167 | $972.6 萬 | 6.2% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 240,180 | $912.2 萬 | 5.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 327,976 | $858.9 萬 | 5.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,882 | $730.2 萬 | 4.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 54,515 | $708.9 萬 | 4.5% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 89,822 | $491.1 萬 | 3.1% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 53,407 | $485.3 萬 | 3.1% | – | – | – |
| iShares Tr464288588 | MBS ETF | 41,618 | $451.2 萬 | 2.9% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 13,236 | $407.3 萬 | 2.6% | – | – | – |
| AAPLApple Inc. | Stock | 32,429 | $396.1 萬 | 2.5% | – | – | 歷史 |
| iShares U.S. Medical Devices ETF464288810 | ETF | 8,203 | $270.9 萬 | 1.7% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 22,860 | $258.1 萬 | 1.6% | – | – | – |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 34,816 | $246.5 萬 | 1.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 761 | $235.4 萬 | 1.5% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 2,950 | $197.0 萬 | 1.3% | – | – | 歷史 |
| First Tr Exch Traded FD III33739N108 | MANAGD MUN ETF | 27,475 | $155.0 萬 | 1.0% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 13,303 | $143.4 萬 | 0.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 21,692 | $141.2 萬 | 0.9% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 9,465 | $133.6 萬 | 0.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 11,317 | $128.8 萬 | 0.8% | – | – | – |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 4,988 | $124.7 萬 | 0.8% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 10,114 | $117.3 萬 | 0.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 12,753 | $116.8 萬 | 0.7% | – | – | – |
| WTRGEssential Utilities, Inc. | COM | 23,163 | $103.6 萬 | 0.7% | – | – | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 8,098 | $98.6 萬 | 0.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 11,153 | $96.1 萬 | 0.6% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 5,522 | $88.8 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,282 | $88.5 萬 | 0.6% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,360 | $88.0 萬 | 0.6% | – | – | 歷史 |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 17,573 | $86.4 萬 | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 10,129 | $78.0 萬 | 0.5% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 13,402 | $77.9 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 5,067 | $68.6 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 10,479 | $68.4 萬 | 0.4% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 4,770 | $63.4 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 2,823 | $60.5 萬 | 0.4% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 5,952 | $56.4 萬 | 0.4% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 11,176 | $56.0 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,067 | $52.8 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 7,234 | $50.8 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 10,101 | $50.0 萬 | 0.3% | – | – | – |
| PENNPENN Entertainment, Inc. | COM | 4,248 | $44.5 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 210 | $43.4 萬 | 0.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,770 | $41.7 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,825 | $40.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,160 | $40.0 萬 | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 5,310 | $39.2 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 1,968 | $36.3 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,597 | $35.8 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,183 | $34.8 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 7,528 | $34.4 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,157 | $34.2 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,312 | $34.1 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 6,009 | $33.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 3,046 | $31.2 萬 | 0.2% | – | – | – |
| UVSPUnivest Financial Corp | COM | 10,631 | $30.3 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,473 | $27.7 萬 | 0.2% | – | – | 歷史 |
| WYWeyerhaeuser Co | COM NEW | 7,692 | $27.3 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 695 | $26.6 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 4,114 | $25.9 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 2,115 | $25.3 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,783 | $24.7 萬 | 0.2% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 1,976 | $23.3 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | 4,395 | $23.1 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 619 | $23.0 萬 | 0.1% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 1,432 | $22.9 萬 | 0.1% | – | – | 歷史 |
| PTEPolarityte, Inc. | COM | 200,000 | $22.2 萬 | 0.1% | – | – | 歷史 |
| EGBNEagle Bancorp Inc | COM | 4,095 | $21.7 萬 | 0.1% | – | – | 歷史 |
| PPLPPL Corp | COM | 7,221 | $20.8 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 936 | $20.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,305 | $20.0 萬 | 0.1% | – | – | – |
| ZYNEZynerba Pharmaceuticals, Inc. | COM | 27,219 | $12.6 萬 | 0.1% | – | – | 歷史 |
| WRAPWrap Technologies, Inc. | COM | 13,432 | $7.40 萬 | <0.1% | – | – | 歷史 |