Reston Wealth Management LLC
- SEC CIK
- 0001767617
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 50
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.91 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 898,739 | $3,406 萬 | 17.8% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 597,456 | $3,370 萬 | 17.7% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 908,982 | $3,214 萬 | 16.8% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 909,389 | $2,696 萬 | 14.1% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 126,403 | $653.1 萬 | 3.4% | – | – | – |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 129,611 | $624.9 萬 | 3.3% | – | – | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 120,311 | $524.0 萬 | 2.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 39,007 | $506.2 萬 | 2.7% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 133,092 | $500.7 萬 | 2.6% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 84,374 | $455.2 萬 | 2.4% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 52,048 | $441.0 萬 | 2.3% | – | – | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 23,971 | $393.8 萬 | 2.1% | – | – | – |
| iShares Tr464289883 | CORE 30 70 ETF | 51,865 | $200.5 萬 | 1.1% | – | – | – |
| Schwab Fundamental U.S. Small Company ETF808524763 | ETF | 34,527 | $174.9 萬 | 0.9% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 27,504 | $147.3 萬 | 0.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 19,378 | $147.0 萬 | 0.8% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 43,496 | $138.2 萬 | 0.7% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 7,070 | $125.1 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 4,781 | $112.7 萬 | 0.6% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 23,444 | $107.3 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 269 | $83.2 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 392 | $81.1 萬 | 0.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 6,504 | $79.4 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,013 | $76.3 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 277 | $57.1 萬 | 0.3% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,403 | $52.2 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 9,367 | $50.0 萬 | 0.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 6,684 | $49.4 萬 | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,164 | $46.1 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,059 | $45.4 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,678 | $40.8 萬 | 0.2% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,297 | $37.7 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,497 | $33.5 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 471 | $31.5 萬 | 0.2% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 2,063 | $30.6 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 5,306 | $29.3 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 1,106 | $28.2 萬 | 0.1% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 849 | $27.5 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 503 | $26.9 萬 | 0.1% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 707 | $26.1 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,446 | $25.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46432F875 | MRNGSTR INC ETF | 11,007 | $25.8 萬 | 0.1% | – | – | – |
| ELVElevance Health, Inc. | Stock | 690 | $24.8 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,809 | $24.5 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 7,814 | $23.7 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,070 | $23.6 萬 | 0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 1,816 | $23.1 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 4,255 | $22.4 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,104 | $20.4 萬 | 0.1% | – | – | 歷史 |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 10,350 | $5.40 萬 | <0.1% | – | – | 歷史 |