Financial Advisors, LLC
- SEC CIK
- 0001766909
- 最新申報
- 2025/11/7
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
- 81
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.51 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 MSCI USA Min Vol Factor ETF46429B697 | ETF | 923,451 | $6,389 萬 | 25.5% | – | – | – |
| iShares Tr46435G847 | MSCI ACWI EXUS | 1,433,632 | $4,536 萬 | 18.1% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 484,535 | $3,537 萬 | 14.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 288,369 | $2,874 萬 | 11.5% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 92,926 | $1,206 萬 | 4.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 21,027 | $495.8 萬 | 2.0% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 19,958 | $441.0 萬 | 1.8% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 45,097 | $433.1 萬 | 1.7% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 118,004 | $389.1 萬 | 1.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 13,101 | $318.4 萬 | 1.3% | – | – | – |
| AAPLApple Inc. | Stock | 26,021 | $317.8 萬 | 1.3% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 43,936 | $286.8 萬 | 1.1% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 34,564 | $262.3 萬 | 1.0% | – | – | – |
| GOOGAlphabet Inc. | Stock | 825 | $170.7 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 17,581 | $159.8 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 26,213 | $146.3 萬 | 0.6% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 8,314 | $136.6 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 20,141 | $128.9 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 339 | $104.9 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 17,554 | $102.1 萬 | 0.4% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,378 | $99.9 萬 | 0.4% | – | – | 歷史 |
| iShares Inc464286525 | MSCI GBL MIN VOL | 9,854 | $97.2 萬 | 0.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,332 | $92.8 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 413 | $85.2 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 27,384 | $82.9 萬 | 0.3% | – | – | 歷史 |
| ADIAnalog Devices Inc | Stock | 5,253 | $81.5 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 8,946 | $67.9 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,111 | $66.3 萬 | 0.3% | – | – | – |
| HDHome Depot, Inc. | Stock | 2,088 | $63.7 萬 | 0.3% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 2,582 | $62.8 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,916 | $61.1 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,964 | $60.3 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,567 | $56.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,333 | $56.5 萬 | 0.2% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,688 | $56.2 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,008 | $54.2 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 9,016 | $49.8 萬 | 0.2% | – | – | – |
| MMM3M Co | Stock | 2,565 | $49.4 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,558 | $48.6 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 12,377 | $47.9 萬 | 0.2% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,964 | $47.8 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,523 | $46.6 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 5,924 | $45.8 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,744 | $43.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 11,237 | $43.3 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,886 | $42.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,148 | $41.8 萬 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 5,222 | $41.2 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 2,182 | $41.1 萬 | 0.2% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,774 | $39.2 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 5,040 | $39.1 萬 | 0.2% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 650 | $38.7 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 3,794 | $36.6 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,403 | $35.8 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,354 | $35.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,298 | $34.8 萬 | 0.1% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 2,308 | $34.8 萬 | 0.1% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 5,049 | $31.9 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 6,152 | $31.8 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 2,240 | $31.7 萬 | 0.1% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,576 | $31.5 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 10,609 | $30.7 萬 | 0.1% | – | – | – |
| GEGeneral Electric Co | COM | 20,249 | $26.6 萬 | 0.1% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,190 | $25.8 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,335 | $25.7 萬 | 0.1% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 2,884 | $25.6 萬 | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 1,870 | $24.9 萬 | 0.1% | – | – | 歷史 |
| BALLBALL Corp | COM | 2,883 | $24.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 6,586 | $24.3 萬 | 0.1% | – | – | – |
| STTState Street Corp | COM | 2,820 | $23.7 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 1,742 | $23.2 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,042 | $23.0 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 488 | $22.3 萬 | 0.1% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 1,840 | $22.1 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 1,609 | $21.9 萬 | 0.1% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 600 | $21.5 萬 | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 875 | $21.2 萬 | 0.1% | – | – | 歷史 |
| EGPEastgroup Properties Inc | COM | 1,473 | $21.1 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 3,894 | $20.5 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 305 | $20.4 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 5,577 | $20.2 萬 | 0.1% | – | – | 歷史 |