Pacific Edge Advisors, LLC
- SEC CIK
- 0001768887
- 最新申報
- 2021/10/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 36
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.08 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 724,653 | $6,959 萬 | 33.5% | – | – | – |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 451,726 | $1,400 萬 | 6.7% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 137,035 | $1,366 萬 | 6.6% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 342,605 | $1,289 萬 | 6.2% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 159,510 | $1,187 萬 | 5.7% | – | – | – |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 247,245 | $1,131 萬 | 5.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 28,250 | $1,124 萬 | 5.4% | – | – | – |
| SWCHSwitch, Inc. | CL A | 561,323 | $912.7 萬 | 4.4% | – | – | 歷史 |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 143,820 | $712.8 萬 | 3.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 57,250 | $621.3 萬 | 3.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 79,300 | $601.6 萬 | 2.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 93,960 | $506.9 萬 | 2.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 18,620 | $484.6 萬 | 2.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,180 | $329.5 萬 | 1.6% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 55,950 | $289.0 萬 | 1.4% | – | – | – |
| iShares U S ETF Tr46431W838 | SHOR MAT MUN ETF | 56,950 | $286.2 萬 | 1.4% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 47,600 | $244.2 萬 | 1.2% | – | – | – |
| AMZNAmazon Com Inc | Stock | 647 | $200.2 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 32,080 | $175.4 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 9,892 | $120.8 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 4,583 | $108.1 萬 | 0.5% | – | – | 歷史 |
| PPBIPacific Premier Bancorp Inc | COM | 22,803 | $99.1 萬 | 0.5% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,419 | $88.1 萬 | 0.4% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,230 | $72.3 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 269 | $55.6 萬 | 0.3% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 14,340 | $45.6 萬 | 0.2% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,222 | $45.5 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,489 | $43.9 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 206 | $42.5 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 1,937 | $42.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46434V878 | ULTRA SHORT DUR | 7,000 | $35.4 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,156 | $35.3 萬 | 0.2% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,449 | $30.7 萬 | 0.1% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 276 | $30.5 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,755 | $26.7 萬 | 0.1% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 946 | $23.0 萬 | 0.1% | – | – | 歷史 |