IFG Advisors, LLC
- SEC CIK
- 0001783412
- 最新申報
- 2026/7/22
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/22 申報。只含多頭部位。
- 持股檔數
- 92
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.83 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 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 74,237 | $2,369 萬 | 13.0% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 256,982 | $1,950 萬 | 10.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 48,525 | $1,923 萬 | 10.5% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 27,196 | $1,295 萬 | 7.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 108,153 | $1,255 萬 | 6.9% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 93,890 | $1,019 萬 | 5.6% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 145,548 | $841.4 萬 | 4.6% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 65,150 | $743.4 萬 | 4.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 110,278 | $541.6 萬 | 3.0% | – | – | – |
| CTASCintas Corp | Stock | 13,919 | $475.1 萬 | 2.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 38,224 | $466.9 萬 | 2.6% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 13,808 | $455.9 萬 | 2.5% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 32,239 | $413.8 萬 | 2.3% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 13,921 | $298.0 萬 | 1.6% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 30,534 | $125.5 萬 | 0.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 5,558 | $122.8 萬 | 0.7% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 20,898 | $116.7 萬 | 0.6% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 15,040 | $111.2 萬 | 0.6% | – | – | – |
| SPDR Ser Tr78464A813 | S&P 600 SML CAP | 11,780 | $110.7 萬 | 0.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 3,030 | $110.4 萬 | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 7,205 | $109.7 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 511 | $105.4 萬 | 0.6% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,658 | $104.4 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,985 | $96.8 萬 | 0.5% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 16,625 | $92.0 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,436 | $87.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,739 | $82.8 萬 | 0.5% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,666 | $81.5 萬 | 0.4% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 22,452 | $79.4 萬 | 0.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,340 | $78.8 萬 | 0.4% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 8,523 | $75.2 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,441 | $74.5 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,483 | $73.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 5,789 | $72.7 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,792 | $72.7 萬 | 0.4% | – | – | – |
| FBINFortune Brands Innovations, Inc. | COM | 7,164 | $68.6 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 4,094 | $67.3 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 7,553 | $67.0 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,964 | $65.3 萬 | 0.4% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,880 | $64.3 萬 | 0.4% | – | – | 歷史 |
| CCitigroup Inc | Stock | 8,798 | $64.0 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 4,727 | $62.8 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 8,657 | $62.2 萬 | 0.3% | – | – | – |
| AXPAmerican Express Co | Stock | 4,345 | $61.5 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 196 | $60.7 萬 | 0.3% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 891 | $59.5 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,686 | $59.2 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 3,436 | $58.4 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 10,541 | $54.5 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 9,538 | $50.3 萬 | 0.3% | – | – | 歷史 |
| GLWCorning Inc | COM | 10,502 | $45.7 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 2,153 | $45.6 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 869 | $45.4 萬 | 0.2% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,011 | $43.7 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 8,325 | $42.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 1,540 | $42.3 萬 | 0.2% | – | – | – |
| EAElectronic Arts Inc. | COM | 3,073 | $41.6 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 198 | $41.0 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 10,302 | $39.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,345 | $38.8 萬 | 0.2% | – | – | – |
| MSMorgan Stanley | Stock | 4,983 | $38.7 萬 | 0.2% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,050 | $38.2 萬 | 0.2% | – | – | 歷史 |
| VKIInvesco Advantage Municipal Income Trust II | SH BEN INT | 32,000 | $37.9 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 6,107 | $35.7 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,000 | $35.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,515 | $33.9 萬 | 0.2% | – | – | – |
| iShares Tr464287739 | U.S. REAL ES ETF | 3,631 | $33.4 萬 | 0.2% | – | – | – |
| NOCNorthrop Grumman Corp | Stock | 967 | $31.3 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,824 | $30.6 萬 | 0.2% | – | – | 歷史 |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 4,065 | $30.5 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 3,275 | $30.1 萬 | 0.2% | – | – | – |
| BNYBank of New York Mellon Corp | Stock | 6,365 | $30.1 萬 | 0.2% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,285 | $29.1 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 4,993 | $29.0 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 2,992 | $28.9 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 7,988 | $28.9 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,119 | $27.2 萬 | 0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,164 | $26.8 萬 | 0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 1,900 | $25.7 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 469 | $25.0 萬 | 0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 2,670 | $25.0 萬 | 0.1% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 2,104 | $24.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 3,279 | $24.2 萬 | 0.1% | – | – | – |
| TAT&T Inc. | Stock | 7,604 | $23.0 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 4,200 | $22.7 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,005 | $22.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288562 | RESIDENTIAL MULT | 2,969 | $22.0 萬 | 0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,449 | $21.3 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,372 | $21.0 萬 | 0.1% | – | – | – |
| NEENextera Energy Inc | Stock | 2,760 | $20.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287234 | MSCI EMG MKT ETF | 3,911 | $20.9 萬 | 0.1% | – | – | – |
| RFRegions Financial Corp | COM | 10,083 | $20.8 萬 | 0.1% | – | – | 歷史 |