Lineweaver Wealth Advisors, LLC
- SEC CIK
- 0001797873
- 最新申報
- 2026/7/9
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
- 114
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.82 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 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 84,901 | $3,378 萬 | 12.0% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 264,069 | $2,400 萬 | 8.5% | – | – | – |
| Fidelity Merrimack STR Tr316188101 | CORP BOND ETF | 341,507 | $1,851 萬 | 6.6% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 586,832 | $1,537 萬 | 5.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 215,167 | $1,489 萬 | 5.3% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 257,891 | $1,314 萬 | 4.7% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 227,372 | $1,199 萬 | 4.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 88,224 | $957.4 萬 | 3.4% | – | – | – |
| AAPLApple Inc. | Stock | 77,029 | $940.9 萬 | 3.3% | – | – | 歷史 |
| iShares Tr464288885 | EAFE GRWTH ETF | 91,088 | $915.0 萬 | 3.2% | – | – | – |
| Fidelity Covington Trust316092782 | VLU FACTOR ETF | 156,023 | $698.9 萬 | 2.5% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 56,669 | $599.9 萬 | 2.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 104,044 | $568.9 萬 | 2.0% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 75,600 | $504.0 萬 | 1.8% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 103,683 | $500.4 萬 | 1.8% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 80,700 | $477.9 萬 | 1.7% | – | – | – |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 9,254 | $475.2 萬 | 1.7% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 132,959 | $472.5 萬 | 1.7% | – | – | – |
| Fidelity Covington Trust316092816 | MOMENTUM FACTR | 95,043 | $426.8 萬 | 1.5% | – | – | – |
| iShares Tr464287796 | U.S. ENERGY ETF | 160,596 | $421.2 萬 | 1.5% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 9,659 | $319.1 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 825 | $255.2 萬 | 0.9% | – | – | 歷史 |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 56,073 | $255.0 萬 | 0.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 35,007 | $252.2 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,686 | $251.9 萬 | 0.9% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,373 | $225.2 萬 | 0.8% | – | – | 歷史 |
| Innovator ETFs Trust45782C508 | US EQTY PWR BUF | 67,891 | $214.1 萬 | 0.8% | – | – | – |
| iShares Tr464288588 | MBS ETF | 19,409 | $210.4 萬 | 0.7% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 63,926 | $186.9 萬 | 0.7% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 47,184 | $181.1 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 4,524 | $168.3 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 6,422 | $155.9 萬 | 0.6% | – | – | 歷史 |
| MBCNMiddlefield Banc Corp | COM NEW | 69,402 | $145.4 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 9,357 | $142.4 萬 | 0.5% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 5,564 | $142.1 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 12,647 | $137.7 萬 | 0.5% | – | – | – |
| PGProcter & Gamble Co | Stock | 10,079 | $136.5 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 6,705 | $110.2 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 18,829 | $109.4 萬 | 0.4% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 11,115 | $106.2 萬 | 0.4% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 506 | $104.3 萬 | 0.4% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,651 | $103.9 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,389 | $99.4 萬 | 0.4% | – | – | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 4,301 | $93.7 萬 | 0.3% | – | – | – |
| SBUXStarbucks Corp | Stock | 8,533 | $93.2 萬 | 0.3% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 5,252 | $90.4 萬 | 0.3% | – | – | 歷史 |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 29,653 | $87.5 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 3,906 | $82.7 萬 | 0.3% | – | – | 歷史 |
| Innovator ETFs Trust45782C417 | US EQTY PWR BUF | 29,545 | $81.3 萬 | 0.3% | – | – | – |
| CRMSalesforce, Inc. | Stock | 3,773 | $79.9 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 26,168 | $79.2 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 2,495 | $73.4 萬 | 0.3% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,587 | $72.4 萬 | 0.3% | – | – | 歷史 |
| Innovator ETFs Trust45782C540 | US EQTY PWR BUF | 23,592 | $70.2 萬 | 0.2% | – | – | – |
| BACBank of America Corp | Stock | 17,411 | $67.3 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,114 | $64.5 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 17,613 | $63.8 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,841 | $63.6 萬 | 0.2% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 819 | $61.8 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,762 | $61.0 萬 | 0.2% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 13,207 | $60.5 萬 | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,154 | $59.8 萬 | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 4,046 | $53.7 萬 | 0.2% | – | – | 歷史 |
| CTASCintas Corp | Stock | 1,548 | $52.8 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 996 | $51.9 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,573 | $47.9 萬 | 0.2% | – | – | 歷史 |
| MAMastercard Inc | Stock | 1,341 | $47.7 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,334 | $47.0 萬 | 0.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 215 | $44.4 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,123 | $42.0 萬 | 0.1% | – | – | 歷史 |
| PINSPinterest, Inc. | CL A | 5,662 | $41.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 18,283 | $40.5 萬 | 0.1% | – | – | – |
| DLRDigital Realty Trust, Inc. | COM | 2,826 | $39.8 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,263 | $39.0 萬 | 0.1% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 4,404 | $38.3 萬 | 0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 1,516 | $37.7 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 761 | $36.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,405 | $36.1 萬 | 0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 4,661 | $35.9 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 16,587 | $35.8 萬 | 0.1% | – | – | – |
| Fidelity Merrimack STR Tr316188408 | LOW DURTIN ETF | 7,021 | $35.6 萬 | 0.1% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,510 | $35.5 萬 | 0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 15,564 | $33.8 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 15,148 | $33.5 萬 | 0.1% | – | – | – |
| VMWVmware LLC | CL A COM | 2,227 | $33.5 萬 | 0.1% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 14,608 | $32.1 萬 | 0.1% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 5,948 | $32.1 萬 | 0.1% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 1,370 | $31.1 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 4,061 | $30.5 萬 | 0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 405 | $29.9 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,452 | $28.9 萬 | 0.1% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,495 | $28.4 萬 | 0.1% | – | – | – |
| iShares Tr464287846 | DOW JONES US ETF | 2,833 | $28.2 萬 | 0.1% | – | – | – |
| AMTAmerican Tower Corp | REIT | 1,141 | $27.2 萬 | 0.1% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 812 | $26.4 萬 | 0.1% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 4,459 | $26.1 萬 | 0.1% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 851 | $26.1 萬 | 0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 471 | $25.1 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,472 | $24.9 萬 | 0.1% | – | – | 歷史 |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 18,615 | $24.9 萬 | 0.1% | – | – | 歷史 |