C-J Advisory, Inc.
- SEC CIK
- 0001773030
- 最新申報
- 2021/10/13
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
- 33
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.72 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 |
|---|---|---|---|---|---|---|---|
| Flexshares Tr33939L100 | MORNSTAR USMKT | 203,975 | $3,253 萬 | 19.0% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 79,174 | $1,467 萬 | 8.5% | – | – | – |
| Flexshares Tr33939L803 | M STAR DEV MKT | 179,992 | $1,260 萬 | 7.3% | – | – | – |
| iShares Tr464289446 | RUS TOP 200 ETF | 130,816 | $1,239 萬 | 7.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 100,682 | $1,146 萬 | 6.7% | – | – | – |
| ADSKAutodesk, Inc. | COM | 36,876 | $1,022 萬 | 6.0% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 107,065 | $879.9 萬 | 5.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 120,097 | $865.3 萬 | 5.0% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 103,062 | $786.9 萬 | 4.6% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 63,573 | $558.3 萬 | 3.3% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 69,389 | $526.6 萬 | 3.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 72,561 | $467.0 萬 | 2.7% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 41,429 | $446.6 萬 | 2.6% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 98,016 | $421.7 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,974 | $384.9 萬 | 2.2% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 41,301 | $366.4 萬 | 2.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 15,205 | $325.5 萬 | 1.9% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,663 | $224.4 萬 | 1.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,120 | $209.7 萬 | 1.2% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 44,504 | $192.7 萬 | 1.1% | – | – | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 73,527 | $189.8 萬 | 1.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 30,588 | $158.1 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 13,510 | $156.7 萬 | 0.9% | – | – | – |
| iShares Tr46435G193 | ESG AWRE USD ETF | 48,113 | $129.6 萬 | 0.8% | – | – | – |
| AAPLApple Inc. | Stock | 10,514 | $128.4 萬 | 0.7% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 30,529 | $79.2 萬 | 0.5% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 13,463 | $69.5 萬 | 0.4% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 8,796 | $68.9 萬 | 0.4% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 4,909 | $32.8 萬 | 0.2% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,311 | $32.7 萬 | 0.2% | – | – | – |
| LCIILci Industries | COM | 2,077 | $27.4 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 6,211 | $24.0 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,635 | $21.5 萬 | 0.1% | – | – | – |