Insight Financial Services
- SEC CIK
- 0001765617
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/28 申報。只含多頭部位。
- 持股檔數
- 24
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.28 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 92,292 | $3,672 萬 | 28.7% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 222,072 | $1,072 萬 | 8.4% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 207,871 | $1,067 萬 | 8.3% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 114,051 | $966.2 萬 | 7.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 110,615 | $954.0 萬 | 7.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 67,578 | $733.4 萬 | 5.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 19,625 | $714.9 萬 | 5.6% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,388 | $712.8 萬 | 5.6% | – | – | – |
| SPDR Series Trust78464A672 | ST INTER ETF | 189,033 | $606.4 萬 | 4.7% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 54,347 | $541.6 萬 | 4.2% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 83,845 | $458.4 萬 | 3.6% | – | – | – |
| PIMCO ETF Tr72201R817 | INV GRD CRP BD | 24,397 | $271.8 萬 | 2.1% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 12,213 | $216.0 萬 | 1.7% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 18,923 | $204.0 萬 | 1.6% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,783 | $159.9 萬 | 1.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 7,766 | $88.4 萬 | 0.7% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 3,301 | $73.8 萬 | 0.6% | – | – | – |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 20,872 | $57.3 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,277 | $55.3 萬 | 0.4% | – | – | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 4,179 | $47.1 萬 | 0.4% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 2,931 | $38.0 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 482 | $32.1 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W588 | US LARGECAP FUND | 4,863 | $21.0 萬 | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 631 | $20.1 萬 | 0.2% | – | – | – |