Sunburst Financial Group, LLC
- SEC CIK
- 0001800158
- 最新申報
- 2026/7/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 61
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.44 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 176,326 | $1,705 萬 | 11.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 196,478 | $1,621 萬 | 11.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 222,057 | $1,619 萬 | 11.3% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 56,991 | $1,385 萬 | 9.6% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 98,735 | $998.1 萬 | 7.0% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 25,105 | $914.6 萬 | 6.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 19,582 | $779.0 萬 | 5.4% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 69,118 | $643.0 萬 | 4.5% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 38,451 | $582.7 萬 | 4.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 56,137 | $415.0 萬 | 2.9% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 18,705 | $413.3 萬 | 2.9% | – | – | – |
| PGProcter & Gamble Co | Stock | 17,728 | $240.1 萬 | 1.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 18,357 | $224.2 萬 | 1.6% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 13,009 | $191.3 萬 | 1.3% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 20,935 | $173.4 萬 | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 6,973 | $164.4 萬 | 1.1% | – | – | 歷史 |
| iShares Tr46432F859 | CORE 1 5 YR USD | 30,421 | $156.0 萬 | 1.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 11,272 | $141.5 萬 | 1.0% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 35,959 | $135.3 萬 | 0.9% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 13,518 | $102.6 萬 | 0.7% | – | – | – |
| WMTWalmart Inc. | Stock | 5,134 | $69.7 萬 | 0.5% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 6,971 | $69.5 萬 | 0.5% | – | – | – |
| TRMKTrustmark Corp | COM | 20,574 | $69.3 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 10,255 | $65.6 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 208 | $64.5 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 12,456 | $64.4 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,850 | $64.3 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,066 | $63.1 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,752 | $61.7 萬 | 0.4% | – | – | 歷史 |
| SOSouthern Co | Stock | 9,438 | $58.7 萬 | 0.4% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,655 | $58.5 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,366 | $56.8 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,554 | $54.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 10,217 | $52.7 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 253 | $52.2 萬 | 0.4% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,375 | $51.2 萬 | 0.4% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,993 | $49.6 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 8,422 | $49.0 萬 | 0.3% | – | – | 歷史 |
| RFRegions Financial Corp | COM | 21,662 | $44.8 萬 | 0.3% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 12,165 | $44.1 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 5,724 | $42.6 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 1,662 | $38.5 萬 | 0.3% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 2,521 | $37.3 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,501 | $35.4 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 10,720 | $34.2 萬 | 0.2% | – | – | – |
| AXPAmerican Express Co | Stock | 2,378 | $33.6 萬 | 0.2% | – | – | 歷史 |
| RTXRTX Corp | Stock | 4,168 | $32.2 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,698 | $31.9 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 550 | $29.4 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,109 | $28.3 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,220 | $27.3 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,239 | $26.2 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,387 | $25.0 萬 | 0.2% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 825 | $23.4 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 7,726 | $23.4 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,264 | $23.3 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,106 | $22.8 萬 | 0.2% | – | – | 歷史 |
| MPTMedical Properties Trust Inc | COM | 10,500 | $22.3 萬 | 0.2% | – | – | 歷史 |
| CSLCarlisle Companies Inc | COM | 1,355 | $22.3 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 927 | $20.5 萬 | 0.1% | – | – | 歷史 |
| NEXNextier Oilfield Solutions Inc. | COM | 17,812 | $6.60 萬 | <0.1% | – | – | 歷史 |