Guidance Point Advisors, LLC
- SEC CIK
- 0001767710
- 最新申報
- 2026/7/31
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 85
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.41 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 |
|---|---|---|---|---|---|---|---|
| JPMJPMorgan Chase & Co | Stock | 400,542 | $6,097 萬 | 25.3% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 67,554 | $2,687 萬 | 11.1% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 105,232 | $1,198 萬 | 5.0% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 173,636 | $1,131 萬 | 4.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 97,473 | $1,058 萬 | 4.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 133,119 | $959.1 萬 | 4.0% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 34,513 | $898.3 萬 | 3.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 99,129 | $637.9 萬 | 2.6% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 39,418 | $556.7 萬 | 2.3% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 60,842 | $476.8 萬 | 2.0% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 33,637 | $431.3 萬 | 1.8% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 57,869 | $415.7 萬 | 1.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 69,876 | $399.1 萬 | 1.7% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 30,631 | $384.4 萬 | 1.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 9,234 | $366.0 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 36,972 | $339.9 萬 | 1.4% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 26,376 | $300.9 萬 | 1.2% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 54,146 | $277.7 萬 | 1.2% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 39,143 | $269.6 萬 | 1.1% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | 101,044 | $257.2 萬 | 1.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 52,561 | $253.7 萬 | 1.1% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 34,698 | $243.8 萬 | 1.0% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 97,868 | $243.2 萬 | 1.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 30,213 | $229.2 萬 | 1.0% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 82,766 | $216.3 萬 | 0.9% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 13,948 | $181.3 萬 | 0.8% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 17,024 | $173.5 萬 | 0.7% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 11,071 | $155.5 萬 | 0.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 15,308 | $140.2 萬 | 0.6% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 5,605 | $136.2 萬 | 0.6% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 25,454 | $135.8 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 8,132 | $134.6 萬 | 0.6% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 24,405 | $133.4 萬 | 0.6% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 22,559 | $114.5 萬 | 0.5% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 25,872 | $99.3 萬 | 0.4% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,184 | $95.7 萬 | 0.4% | – | – | – |
| iShares Tr46435G789 | IBONDS DEC2021 | 36,226 | $93.1 萬 | 0.4% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,313 | $89.6 萬 | 0.4% | – | – | – |
| iShares Tr46434V878 | ULTRA SHORT DUR | 16,676 | $84.2 萬 | 0.3% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 8,621 | $78.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 5,680 | $76.6 萬 | 0.3% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 14,288 | $76.2 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,063 | $72.2 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 9,699 | $70.7 萬 | 0.3% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 4,436 | $70.7 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 3,909 | $69.7 萬 | 0.3% | – | – | – |
| AAPLApple Inc. | Stock | 5,646 | $68.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,525 | $65.5 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,052 | $61.4 萬 | 0.3% | – | – | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 5,780 | $61.1 萬 | 0.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,507 | $59.7 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 8,455 | $56.8 萬 | 0.2% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 12,325 | $56.4 萬 | 0.2% | – | – | – |
| BFLYButterfly Network, Inc. | COM CL A | 33,535 | $56.4 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 5,078 | $55.5 萬 | 0.2% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,077 | $55.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G318 | IBONDS DEC2023 | 19,977 | $52.2 萬 | 0.2% | – | – | – |
| iShares Tr46435G755 | IBONDS DEC2022 | 17,174 | $45.2 萬 | 0.2% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 13,192 | $44.9 萬 | 0.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 4,084 | $44.2 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,921 | $42.4 萬 | 0.2% | – | – | – |
| iShares Tr464287762 | US HLTHCARE ETF | 1,580 | $39.8 萬 | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 3,934 | $39.6 萬 | 0.2% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 6,966 | $38.4 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 5,969 | $36.7 萬 | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,096 | $35.7 萬 | 0.1% | – | – | – |
| GDGeneral Dynamics Corp | Stock | 1,823 | $33.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,451 | $31.4 萬 | 0.1% | – | – | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 9,845 | $30.5 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,746 | $28.7 萬 | 0.1% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 619 | $28.7 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,533 | $28.2 萬 | 0.1% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 30,811 | $26.4 萬 | 0.1% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,986 | $26.3 萬 | 0.1% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 8,332 | $26.2 萬 | 0.1% | – | – | – |
| LRCXLam Research Corp | COM | 434 | $25.8 萬 | 0.1% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 494 | $25.7 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 17,149 | $25.7 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 6,453 | $24.9 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 772 | $24.6 萬 | 0.1% | – | – | – |
| iShares Tr464288323 | NEW YORK MUN ETF | 3,946 | $22.7 萬 | 0.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 874 | $22.3 萬 | 0.1% | – | – | 歷史 |
| MFAMfa Financial, Inc. | COM | 53,483 | $21.7 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 67 | $20.7 萬 | 0.1% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,007 | $20.2 萬 | 0.1% | – | – | – |