David Loasby
- SEC CIK
- 0001775863
- 最新申報
- 2026/2/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/3 申報。只含多頭部位。
- 持股檔數
- 175
- 2020 年第 4 季沒有 13F 資料
- 總值
- $7.13 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 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 2,960,375 | $1.12 億 | 15.7% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 1,926,451 | $1.09 億 | 15.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,067,870 | $9,047 萬 | 12.7% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,126,150 | $5,531 萬 | 7.8% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 295,982 | $2,711 萬 | 3.8% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 196,086 | $1,612 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 66,207 | $1,465 萬 | 2.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 213,874 | $1,377 萬 | 1.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 47,915 | $1,232 萬 | 1.7% | – | – | – |
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 412,100 | $1,141 萬 | 1.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 74,811 | $1,013 萬 | 1.4% | – | – | 歷史 |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 333,358 | $988.4 萬 | 1.4% | – | – | – |
| AAPLApple Inc. | Stock | 76,596 | $935.6 萬 | 1.3% | – | – | 歷史 |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 264,295 | $934.5 萬 | 1.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 70,429 | $925.9 萬 | 1.3% | – | – | – |
| J P Morgan Exchange Traded F46641Q878 | BET USD HIG ETF | 165,780 | $854.6 萬 | 1.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 95,387 | $831.6 萬 | 1.2% | – | – | – |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 500,514 | $830.4 萬 | 1.2% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 83,522 | $781.7 萬 | 1.1% | – | – | 歷史 |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 251,066 | $765.8 萬 | 1.1% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 40,760 | $620.5 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464288372 | GLB INFRASTR ETF | 125,255 | $564.5 萬 | 0.8% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 24,679 | $528.3 萬 | 0.7% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 72,528 | $521.0 萬 | 0.7% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 104,084 | $515.8 萬 | 0.7% | – | – | – |
| State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847 | ETF | 108,720 | $497.5 萬 | 0.7% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 93,283 | $458.9 萬 | 0.6% | – | – | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 88,588 | $457.6 萬 | 0.6% | – | – | – |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 141,869 | $444.2 萬 | 0.6% | – | – | – |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 39,920 | $434.3 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 8,693 | $345.8 萬 | 0.5% | – | – | – |
| KOCoca Cola Co | Stock | 64,550 | $340.2 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 13,835 | $326.2 萬 | 0.5% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 66,932 | $293.0 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X855 | S&P GBLINF ETF | 55,564 | $285.8 萬 | 0.4% | – | – | – |
| ASBAssociated Banc-Corp | COM | 132,956 | $283.7 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 897 | $277.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 17,831 | $262.3 萬 | 0.4% | – | – | – |
| SPDR Index Shs FDS78463X871 | ST INTL CAP ETF | 66,180 | $247.3 萬 | 0.3% | – | – | – |
| FISFidelity National Information Services, Inc. | Stock | 15,605 | $219.4 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 85,342 | $217.5 萬 | 0.3% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 10,494 | $217.3 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 38,116 | $198.4 萬 | 0.3% | – | – | – |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 70,266 | $192.0 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 33,470 | $186.9 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 13,313 | $180.8 萬 | 0.3% | – | – | 歷史 |
| Flexshares Tr33939L407 | MORNSTAR UPSTR | 49,661 | $179.7 萬 | 0.3% | – | – | – |
| TAT&T Inc. | Stock | 57,604 | $174.4 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 9,003 | $166.1 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,115 | $156.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 7,092 | $152.2 萬 | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 10,299 | $143.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 13,254 | $140.1 萬 | 0.2% | – | – | – |
| iShares Tr464289867 | CORE 60 BALA ETF | 25,891 | $138.7 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 8,811 | $124.6 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,327 | $120.4 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 559 | $115.6 萬 | 0.2% | – | – | 歷史 |
| OSKOshkosh Corp | COM | 9,387 | $111.4 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,120 | $105.8 萬 | 0.1% | – | – | – |
| Fidelity Merrimack STR Tr316188200 | LTD TRM BD ETF | 19,523 | $102.1 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 1,515 | $101.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 7,845 | $98.5 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X541 | ST STR NAT ETF | 19,553 | $98.3 萬 | 0.1% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 13,831 | $92.6 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 3,718 | $90.4 萬 | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 7,468 | $89.5 萬 | 0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 22,827 | $88.3 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 21,799 | $79.0 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 18,129 | $79.0 萬 | 0.1% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,833 | $77.8 萬 | 0.1% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 8,410 | $77.0 萬 | 0.1% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,585 | $76.7 萬 | 0.1% | – | – | – |
| ICBKCounty Bancorp, Inc. | COM | 31,776 | $76.2 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,560 | $73.7 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,728 | $72.8 萬 | 0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 5,461 | $72.8 萬 | 0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 11,354 | $72.7 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 2,871 | $71.4 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 9,146 | $70.7 萬 | 0.1% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,542 | $70.4 萬 | 0.1% | – | – | 歷史 |
| CARRCarrier Global Corp | Stock | 16,645 | $70.3 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 13,284 | $68.7 萬 | 0.1% | – | – | 歷史 |
| BFCBank First Corp | COM | 9,166 | $68.7 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,244 | $68.5 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 9,679 | $67.9 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 6,284 | $65.8 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 28,101 | $65.4 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 11,673 | $64.6 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 10,058 | $61.0 萬 | 0.1% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 12,874 | $60.8 萬 | 0.1% | – | – | – |
| Invesco QQQ Tr46109E107 | UNIT SER 1 | 1,864 | $59.5 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 4,331 | $59.2 萬 | 0.1% | – | – | – |
| LLYEli Lilly & Co | Stock | 3,099 | $57.9 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,449 | $57.4 萬 | 0.1% | – | – | 歷史 |
| LNTAlliant Energy Corp | Stock | 10,508 | $56.9 萬 | 0.1% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,170 | $56.5 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,516 | $56.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,384 | $56.0 萬 | 0.1% | – | – | – |
| MOAltria Group, Inc. | Stock | 10,948 | $56.0 萬 | 0.1% | – | – | 歷史 |
| BMOBank of Montreal | COM | 6,246 | $55.7 萬 | 0.1% | – | – | 歷史 |
選擇權（5 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。