Outlook Wealth Advisors, LLC
- SEC CIK
- 0001767151
- 最新申報
- 2026/8/3
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/4 申報。只含多頭部位。
- 持股檔數
- 189
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.88 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 | 32,853 | $1,307 萬 | 4.5% | – | – | – |
| STCStewart Information Services Corp | COM | 197,482 | $1,028 萬 | 3.6% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 111,648 | $1,023 萬 | 3.6% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 90,120 | $978.1 萬 | 3.4% | – | – | – |
| Innovator U.S. Equity Power Buffer ETF - September45782C656 | ETF | 329,373 | $946.6 萬 | 3.3% | – | – | – |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 175,018 | $900.3 萬 | 3.1% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 18,756 | $619.6 萬 | 2.2% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 17,601 | $600.9 萬 | 2.1% | – | – | – |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 90,643 | $579.3 萬 | 2.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 56,725 | $569.9 萬 | 2.0% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 18,253 | $561.7 萬 | 2.0% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 42,870 | $557.5 萬 | 1.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 37,413 | $530.0 萬 | 1.8% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 120,846 | $523.4 萬 | 1.8% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 86,958 | $515.1 萬 | 1.8% | – | – | – |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 43,013 | $477.8 萬 | 1.7% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 36,756 | $447.6 萬 | 1.6% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 15,637 | $422.0 萬 | 1.5% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 150,642 | $394.5 萬 | 1.4% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 11,819 | $377.2 萬 | 1.3% | – | – | – |
| LUMNLumen Technologies, Inc. | Stock | 280,636 | $374.6 萬 | 1.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 77,841 | $362.8 萬 | 1.3% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 64,016 | $314.9 萬 | 1.1% | – | – | – |
| PECOPhillips Edison & Company, Inc. | COM | 339,370 | $296.9 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288307 | MRGSTR MD CP GRW | 7,780 | $294.2 萬 | 1.0% | – | – | – |
| Invesco Actvely MNGD Etc FD46090F100 | OPTIMUM YIELD | 168,281 | $290.0 萬 | 1.0% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 33,590 | $276.1 萬 | 1.0% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 41,250 | $268.6 萬 | 0.9% | – | – | – |
| Griffin Cap Essent Asset CL E Opf39818P880 | COM | 294,287 | $264.0 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 9,767 | $251.1 萬 | 0.9% | – | – | – |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 33,368 | $240.5 萬 | 0.8% | – | – | – |
| CVXChevron Corp | Stock | 20,829 | $218.3 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 31,383 | $217.1 萬 | 0.8% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 26,667 | $209.0 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 17,029 | $208.0 萬 | 0.7% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 45,281 | $191.4 萬 | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 33,532 | $187.2 萬 | 0.7% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 11,082 | $182.1 萬 | 0.6% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 15,984 | $182.0 萬 | 0.6% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 14,367 | $172.3 萬 | 0.6% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 5,618 | $169.0 萬 | 0.6% | – | – | – |
| MSFTMicrosoft Corp | Stock | 7,025 | $165.6 萬 | 0.6% | – | – | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 55,430 | $165.0 萬 | 0.6% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 28,588 | $163.3 萬 | 0.6% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 39,591 | $161.1 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 12,031 | $158.2 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 32,323 | $154.8 萬 | 0.5% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,279 | $153.4 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,352 | $152.0 萬 | 0.5% | – | – | – |
| Kraneshares Tr500767736 | QUADRTC INT RT | 53,085 | $151.7 萬 | 0.5% | – | – | – |
| ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund | COM | 96,295 | $149.2 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 26,987 | $147.6 萬 | 0.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 28,039 | $143.2 萬 | 0.5% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,628 | $141.3 萬 | 0.5% | – | – | 歷史 |
| SPDR Index Shs FDS78463X426 | MSCI EMRG MKTS | 20,321 | $138.4 萬 | 0.5% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 25,536 | $136.3 萬 | 0.5% | – | – | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 4,619 | $133.2 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,053 | $129.6 萬 | 0.5% | – | – | – |
| iShares Tr464287812 | US CONSM STAPLES | 6,942 | $122.9 萬 | 0.4% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 23,224 | $119.7 萬 | 0.4% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 8,457 | $119.4 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 23,707 | $116.4 萬 | 0.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 13,081 | $116.1 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 22,132 | $115.2 萬 | 0.4% | – | – | – |
| iShares Tr46435G102 | CONV BD ETF | 11,159 | $109.6 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 531 | $109.5 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 23,231 | $106.4 萬 | 0.4% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 14,295 | $105.7 萬 | 0.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,683 | $103.5 萬 | 0.4% | – | – | – |
| HONHoneywell International Inc | COM | 4,688 | $101.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 34,759 | $101.6 萬 | 0.4% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 7,411 | $95.0 萬 | 0.3% | – | – | – |
| ARK ETF Tr00214Q203 | AUTNMUS TECHNLGY | 11,307 | $94.9 萬 | 0.3% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 21,048 | $92.1 萬 | 0.3% | – | – | – |
| INFOIHS Markit Ltd. | SHS | 9,347 | $90.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 10,220 | $89.1 萬 | 0.3% | – | – | – |
| iShares Tr46434V100 | 0-5YR INVT GR CP | 17,015 | $88.1 萬 | 0.3% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 18,198 | $87.7 萬 | 0.3% | – | – | – |
| NEENextera Energy Inc | Stock | 11,313 | $85.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,577 | $85.4 萬 | 0.3% | – | – | – |
| LRCXLam Research Corp | COM | 1,382 | $82.2 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,289 | $81.1 萬 | 0.3% | – | – | 歷史 |
| SMASmartStop Self Storage REIT, Inc. | COM | 77,290 | $80.4 萬 | 0.3% | – | – | 歷史 |
| Amplify Blockchain Technology ETF032108607 | ETF | 13,477 | $75.3 萬 | 0.3% | – | – | – |
| CVSCVS Health Corp | Stock | 9,950 | $74.9 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,997 | $74.7 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435U192 | GENOMICS IMMUN | 16,352 | $74.7 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,524 | $74.3 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,060 | $74.3 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 238 | $73.6 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 4,766 | $72.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 6,384 | $72.1 萬 | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 2,586 | $71.4 萬 | 0.2% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 5,204 | $71.3 萬 | 0.2% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 4,542 | $70.5 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 10,941 | $70.4 萬 | 0.2% | – | – | – |
| BBYBest Buy Co Inc | Stock | 6,115 | $70.2 萬 | 0.2% | – | – | 歷史 |
| AZPNASPENTECH Corp | COM | 4,825 | $69.6 萬 | 0.2% | – | – | 歷史 |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 7,505 | $69.1 萬 | 0.2% | – | – | 歷史 |
| CDWCDW Corp | COM | 4,161 | $69.0 萬 | 0.2% | – | – | 歷史 |