Archetype Wealth Partners
- SEC CIK
- 0001769089
- 最新申報
- 2026/8/14
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
- 89
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.61 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 |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 152,333 | $6,037 萬 | 23.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 512,511 | $4,342 萬 | 16.7% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 387,330 | $3,196 萬 | 12.3% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 269,203 | $1,940 萬 | 7.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 55,389 | $1,226 萬 | 4.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 69,576 | $1,113 萬 | 4.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 162,822 | $1,048 萬 | 4.0% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 67,418 | $681.5 萬 | 2.6% | – | – | – |
| Invesco Exch Traded FD Tr II46138E511 | PFD ETF | 416,669 | $625.0 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 25,893 | $554.3 萬 | 2.1% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 50,981 | $424.9 萬 | 1.6% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 33,402 | $288.1 萬 | 1.1% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 26,359 | $250.8 萬 | 1.0% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 16,348 | $231.6 萬 | 0.9% | – | – | – |
| First Tr Exchange-Traded FD33738D101 | NO AMER ENERGY | 96,744 | $220.7 萬 | 0.8% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 65,461 | $206.1 萬 | 0.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 26,333 | $199.8 萬 | 0.8% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 15,365 | $184.3 萬 | 0.7% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 16,832 | $183.3 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 12,395 | $151.4 萬 | 0.6% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 24,323 | $138.9 萬 | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 25,674 | $121.2 萬 | 0.5% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 13,935 | $103.7 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 8,325 | $98.3 萬 | 0.4% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 14,988 | $94.6 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 414 | $85.3 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 5,508 | $74.8 萬 | 0.3% | – | – | 歷史 |
| First Tr Exchange-Traded Alp33734K109 | COM SHS | 8,602 | $68.9 萬 | 0.3% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 7,316 | $64.2 萬 | 0.2% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,890 | $62.4 萬 | 0.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R205 | 1-5 US TIP IDX | 11,142 | $61.1 萬 | 0.2% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 10,255 | $59.5 萬 | 0.2% | – | – | – |
| iShares Tr464288588 | MBS ETF | 5,302 | $57.5 萬 | 0.2% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,401 | $55.7 萬 | 0.2% | – | – | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 5,664 | $53.7 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,946 | $50.0 萬 | 0.2% | – | – | – |
| CMCanadian Imperial Bank of Commerce | COM | 4,883 | $47.8 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 153 | $47.4 萬 | 0.2% | – | – | 歷史 |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 12,880 | $47.4 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 8,074 | $47.0 萬 | 0.2% | – | – | 歷史 |
| Goldman Sachs ETF Tr381430396 | JUST US LRG CP | 8,141 | $47.0 萬 | 0.2% | – | – | – |
| XYZBlock, Inc. | CL A | 2,010 | $45.6 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,397 | $44.6 萬 | 0.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 3,810 | $44.5 萬 | 0.2% | – | – | – |
| BSXBoston Scientific Corp | Stock | 11,353 | $43.9 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286608 | MSCI EURZONE ETF | 9,390 | $43.6 萬 | 0.2% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 7,048 | $43.3 萬 | 0.2% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 1,775 | $41.7 萬 | 0.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,594 | $41.5 萬 | 0.2% | – | – | – |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 8,197 | $41.0 萬 | 0.2% | – | – | – |
| Healthcare Realty Trust Inc42225P501 | CL A NEW | 14,612 | $40.3 萬 | 0.2% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,575 | $40.2 萬 | 0.2% | – | – | 歷史 |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 7,193 | $39.5 萬 | 0.2% | – | – | – |
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,601 | $38.4 萬 | 0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 14,755 | $38.3 萬 | 0.1% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 1,026 | $36.2 萬 | 0.1% | – | – | 歷史 |
| NLYAnnaly Capital Management Inc | COM | 41,641 | $35.8 萬 | 0.1% | – | – | 歷史 |
| DBX ETF Tr233051853 | XTRACK MSCI EURP | 10,972 | $35.6 萬 | 0.1% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 12,615 | $34.5 萬 | 0.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2,605 | $33.8 萬 | 0.1% | – | – | – |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 10,358 | $33.7 萬 | 0.1% | – | – | – |
| DBX ETF Tr233051507 | XTRACK MSCI JAPN | 6,630 | $33.1 萬 | 0.1% | – | – | – |
| KOCoca Cola Co | Stock | 6,158 | $32.5 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,053 | $32.1 萬 | 0.1% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 7,057 | $30.6 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,291 | $30.4 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,594 | $29.4 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,995 | $29.0 萬 | 0.1% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 6,334 | $27.3 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 716 | $26.1 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 4,731 | $25.6 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,888 | $25.3 萬 | 0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 760 | $24.9 萬 | 0.1% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,350 | $24.9 萬 | 0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 10,719 | $24.3 萬 | 0.1% | – | – | 歷史 |
| BMOBank of Montreal | COM | 2,657 | $23.7 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 6,187 | $22.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,688 | $22.2 萬 | 0.1% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,007 | $22.0 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 2,835 | $21.9 萬 | 0.1% | – | – | 歷史 |
| MMM3M Co | Stock | 1,119 | $21.6 萬 | 0.1% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 1,207 | $20.8 萬 | 0.1% | – | – | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 3,016 | $20.6 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,325 | $20.6 萬 | 0.1% | – | – | – |
| WMBWilliams Companies, Inc. | COM | 8,685 | $20.6 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 900 | $20.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 1,952 | $20.0 萬 | 0.1% | – | – | – |
| CIMChimera Investment Corp | COM NEW | 10,800 | $13.7 萬 | 0.1% | – | – | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 10,000 | $6.20 萬 | <0.1% | – | – | 歷史 |