BT Wealth Management LLC
- SEC CIK
- 0001767863
- 最新申報
- 2022/7/26
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/6 申報。只含多頭部位。
- 持股檔數
- 62
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.01 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 Tr464287622 | RUS 1000 ETF | 327,123 | $7,322 萬 | 24.4% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 300,534 | $4,420 萬 | 14.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 94,061 | $3,742 萬 | 12.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 220,801 | $3,128 萬 | 10.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 71,519 | $1,738 萬 | 5.8% | – | – | – |
| iShares Tr46436E536 | US SML CP VALUE | 425,842 | $1,304 萬 | 4.3% | – | – | – |
| Invesco Exchange Traded FD T46137V621 | FINL PFD ETF | 566,100 | $1,069 萬 | 3.6% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 106,797 | $1,013 萬 | 3.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 147,897 | $769.8 萬 | 2.6% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 17,969 | $712.2 萬 | 2.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 20,758 | $458.6 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 30,759 | $375.7 萬 | 1.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 11,514 | $351.5 萬 | 1.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,659 | $322.0 萬 | 1.1% | – | – | 歷史 |
| ACNAccenture plc | Stock | 9,355 | $258.4 萬 | 0.9% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,623 | $240.2 萬 | 0.8% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 31,884 | $235.7 萬 | 0.8% | – | – | – |
| JNJJohnson & Johnson | Stock | 12,433 | $204.3 萬 | 0.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 17,104 | $185.1 萬 | 0.6% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 12,160 | $184.3 萬 | 0.6% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 33,365 | $178.0 萬 | 0.6% | – | – | – |
| GPCGenuine Parts Co | Stock | 12,071 | $139.5 萬 | 0.5% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 4,770 | $128.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 17,938 | $112.5 萬 | 0.4% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 10,085 | $96.0 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 30,753 | $93.1 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 10,300 | $79.4 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 12,000 | $69.8 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 11,703 | $66.0 萬 | 0.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 203 | $62.8 萬 | 0.2% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,163 | $55.5 萬 | 0.2% | – | – | 歷史 |
| ABCBAmeris Bancorp | COM | 10,000 | $52.5 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,486 | $47.4 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,020 | $46.0 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 8,073 | $45.1 萬 | 0.2% | – | – | 歷史 |
| SOSouthern Co | Stock | 7,051 | $43.8 萬 | 0.1% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 7,341 | $42.8 萬 | 0.1% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 2,250 | $40.9 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,016 | $37.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,595 | $37.8 萬 | 0.1% | – | – | – |
| ELVElevance Health, Inc. | Stock | 1,000 | $35.9 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,879 | $34.7 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 154 | $31.8 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 3,290 | $31.6 萬 | 0.1% | – | – | – |
| GBDCGolub Capital BDC, Inc. | COM | 19,000 | $27.8 萬 | 0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,062 | $27.1 萬 | 0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 2,550 | $26.0 萬 | 0.1% | – | – | – |
| NOWServiceNow, Inc. | Stock | 500 | $25.0 萬 | 0.1% | – | – | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 616 | $24.7 萬 | 0.1% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 5,547 | $24.3 萬 | 0.1% | – | – | – |
| GDVGabelli Dividend & Income Trust | COM | 10,000 | $24.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 3,885 | $23.9 萬 | 0.1% | – | – | – |
| BACBank of America Corp | Stock | 5,939 | $23.0 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,116 | $22.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 Growth ETF464287648 | ETF | 728 | $21.9 萬 | 0.1% | – | – | – |
| WWWWolverine World Wide Inc | COM | 5,600 | $21.5 萬 | 0.1% | – | – | 歷史 |
| Paramount Global92556H206 | CL B | 4,689 | $21.1 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 315 | $21.0 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 3,235 | $20.7 萬 | 0.1% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,000 | $20.2 萬 | 0.1% | – | – | 歷史 |
| SESea Ltd | SPONSORD ADS | 900 | $20.1 萬 | 0.1% | – | – | 歷史 |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 10,000 | $18.3 萬 | 0.1% | – | – | 歷史 |