SkyOak Wealth, LLC
- SEC CIK
- 0001800379
- 最新申報
- 2026/7/30
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
- 233
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.59 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 |
|---|---|---|---|---|---|---|---|
| Listed FD Tr53656F615 | CABOT GROWTH ETF | 1,122,587 | $3,372 萬 | 9.4% | – | – | – |
| AAPLApple Inc. | Stock | 116,743 | $1,560 萬 | 4.3% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 220,186 | $1,118 萬 | 3.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 131,559 | $937.8 萬 | 2.6% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 67,270 | $843.4 萬 | 2.3% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 157,504 | $772.9 萬 | 2.2% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 51,609 | $731.6 萬 | 2.0% | – | – | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 193,819 | $696.6 萬 | 1.9% | – | – | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 80,695 | $621.4 萬 | 1.7% | – | – | – |
| VZVerizon Communications Inc | Stock | 108,966 | $614.9 萬 | 1.7% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 121,953 | $611.1 萬 | 1.7% | – | – | – |
| LLYEli Lilly & Co | Stock | 33,548 | $605.7 萬 | 1.7% | – | – | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 58,807 | $599.4 萬 | 1.7% | – | – | – |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 33,278 | $592.9 萬 | 1.6% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 18,689 | $573.9 萬 | 1.6% | – | – | 歷史 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 46,000 | $468.9 萬 | 1.3% | – | – | – |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 50,665 | $422.4 萬 | 1.2% | – | – | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 105,394 | $412.9 萬 | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,190 | $412.1 萬 | 1.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 26,788 | $407.8 萬 | 1.1% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 26,720 | $406.9 萬 | 1.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 1,683 | $400.5 萬 | 1.1% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 47,357 | $391.8 萬 | 1.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,103 | $381.5 萬 | 1.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 28,872 | $379.4 萬 | 1.1% | – | – | 歷史 |
| TWLOTwilio Inc | CL A | 9,220 | $363.1 萬 | 1.0% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 32,193 | $360.7 萬 | 1.0% | – | – | – |
| NEENextera Energy Inc | Stock | 45,413 | $350.1 萬 | 1.0% | – | – | 歷史 |
| AWRAmerican States Water Co | COM | 43,522 | $341.6 萬 | 1.0% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 23,048 | $324.1 萬 | 0.9% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 42,419 | $319.3 萬 | 0.9% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 79,705 | $294.3 萬 | 0.8% | – | – | – |
| STWDStarwood Property Trust, Inc. | COM | 110,694 | $285.9 萬 | 0.8% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 14,310 | $283.9 萬 | 0.8% | – | – | 歷史 |
| VVisa Inc. | Stock | 11,976 | $279.6 萬 | 0.8% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 31,709 | $275.4 萬 | 0.8% | – | – | – |
| EMREmerson Electric Co | Stock | 29,283 | $269.6 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 3,749 | $260.3 萬 | 0.7% | – | – | 歷史 |
| BACBank of America Corp | Stock | 63,915 | $255.9 萬 | 0.7% | – | – | 歷史 |
| ULUnilever PLC | SPON ADR NEW | 43,213 | $245.4 萬 | 0.7% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 48,042 | $245.3 萬 | 0.7% | – | – | – |
| Goldman Sachs ETF Tr381430545 | HEDGE IND ETF | 23,221 | $232.6 萬 | 0.6% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 9,419 | $223.0 萬 | 0.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 941 | $222.0 萬 | 0.6% | – | – | 歷史 |
| CIENCiena Corp | COM NEW | 41,427 | $215.7 萬 | 0.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 14,684 | $206.4 萬 | 0.6% | – | – | – |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 17,538 | $198.5 萬 | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 23,672 | $195.7 萬 | 0.5% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,177 | $194.2 萬 | 0.5% | – | – | 歷史 |
| IAC Interactivecorp New44891N109 | COM | 7,452 | $192.5 萬 | 0.5% | – | – | – |
| SHOPShopify Inc. | Stock | 1,493 | $192.4 萬 | 0.5% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 20,406 | $192.1 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 16,823 | $191.9 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 8,278 | $186.8 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 47,716 | $185.2 萬 | 0.5% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 13,866 | $183.1 萬 | 0.5% | – | – | 歷史 |
| SUISun Communities Inc | COM | 11,199 | $182.6 萬 | 0.5% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 3,172 | $176.8 萬 | 0.5% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 4,350 | $176.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 29,463 | $158.8 萬 | 0.4% | – | – | – |
| MCDMcDonalds Corp | Stock | 6,733 | $156.5 萬 | 0.4% | – | – | 歷史 |
| IDXXIDEXX Laboratories Inc | COM | 2,779 | $155.0 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 27,434 | $150.3 萬 | 0.4% | – | – | – |
| MIMEMimecast Ltd | ORD SHS | 33,525 | $150.1 萬 | 0.4% | – | – | 歷史 |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 16,380 | $150.0 萬 | 0.4% | – | – | – |
| PFPTProofpoint Inc | COM | 8,370 | $144.2 萬 | 0.4% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 20,874 | $143.6 萬 | 0.4% | – | – | 歷史 |
| PRUPrudential Financial Inc | Stock | 14,340 | $143.1 萬 | 0.4% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 24,235 | $141.6 萬 | 0.4% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 4,931 | $141.3 萬 | 0.4% | – | – | 歷史 |
| NTNXNutanix, Inc. | Stock | 49,702 | $135.8 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 39,940 | $125.1 萬 | 0.3% | – | – | – |
| FISVFiserv Inc | Stock | 9,939 | $122.7 萬 | 0.3% | – | – | 歷史 |
| CSXCSX Corp | Stock | 12,075 | $122.6 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 27,742 | $120.9 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 5,420 | $118.1 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,141 | $117.6 萬 | 0.3% | – | – | – |
| QLYSQualys, Inc. | COM | 10,840 | $113.7 萬 | 0.3% | – | – | 歷史 |
| GMGeneral Motors Co | COM | 18,125 | $106.1 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,378 | $99.0 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,947 | $98.8 萬 | 0.3% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 6,792 | $97.1 萬 | 0.3% | – | – | 歷史 |
| BLBlackline, Inc. | COM | 7,972 | $96.0 萬 | 0.3% | – | – | 歷史 |
| FFord Motor Co | Stock | 77,106 | $95.8 萬 | 0.3% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 18,685 | $95.5 萬 | 0.3% | – | – | 歷史 |
| LABStandard Biotools Inc. | COM | 185,806 | $91.8 萬 | 0.3% | – | – | 歷史 |
| NNOXNano-X Imaging Ltd. | ORD SHS | 25,361 | $90.0 萬 | 0.3% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,715 | $88.7 萬 | 0.2% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,015 | $88.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 22,559 | $87.7 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 6,101 | $86.5 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $86.3 萬 | 0.2% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 4,684 | $85.2 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 6,219 | $84.9 萬 | 0.2% | – | – | 歷史 |
| Atech (Parent) Resolution Corp.00973N102 | COM | 68,475 | $84.3 萬 | 0.2% | – | – | – |
| LYFTLyft, Inc. | CL A COM | 13,000 | $82.4 萬 | 0.2% | – | – | 歷史 |
| TTDTrade Desk, Inc. | Stock | 1,081 | $80.7 萬 | 0.2% | – | – | 歷史 |
| DOMOHuckleberry.ai, Inc. | Stock | 11,800 | $79.5 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,183 | $76.7 萬 | 0.2% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 14,022 | $75.9 萬 | 0.2% | – | – | 歷史 |
選擇權（2 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。