KFA Private Wealth Group, LLC
- SEC CIK
- 0001800556
- 最新申報
- 2026/7/28
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/6 申報。只含多頭部位。
- 持股檔數
- 75
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.71 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 | 98,261 | $3,909 萬 | 22.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 60,421 | $1,337 萬 | 7.8% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 112,227 | $1,278 萬 | 7.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 81,805 | $887.8 萬 | 5.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 90,722 | $831.0 萬 | 4.8% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 75,935 | $720.6 萬 | 4.2% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 27,062 | $704.4 萬 | 4.1% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 62,889 | $695.0 萬 | 4.1% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 47,538 | $624.9 萬 | 3.6% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 40,995 | $579.0 萬 | 3.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 23,726 | $524.2 萬 | 3.1% | – | – | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 82,243 | $376.8 萬 | 2.2% | – | – | – |
| AAPLApple Inc. | Stock | 28,228 | $344.8 萬 | 2.0% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 47,085 | $330.9 萬 | 1.9% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 54,723 | $288.7 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,537 | $268.4 萬 | 1.6% | – | – | – |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 198,231 | $218.1 萬 | 1.3% | – | – | 歷史 |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 25,941 | $182.5 萬 | 1.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 4,431 | $175.6 萬 | 1.0% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,588 | $155.3 萬 | 0.9% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 474 | $146.7 萬 | 0.9% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 16,913 | $145.9 萬 | 0.9% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,655 | $115.0 萬 | 0.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 17,698 | $113.9 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,180 | $101.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 2,719 | $99.0 萬 | 0.6% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 2,632 | $97.9 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,313 | $96.5 萬 | 0.6% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 13,547 | $84.9 萬 | 0.5% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 9,467 | $68.0 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,639 | $67.4 萬 | 0.4% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,106 | $65.7 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,075 | $63.6 萬 | 0.4% | – | – | – |
| GOOGAlphabet Inc. | Stock | 300 | $62.1 萬 | 0.4% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,692 | $55.4 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,129 | $54.7 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 3,985 | $54.1 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 6,793 | $51.5 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 9,634 | $50.8 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 5,422 | $46.8 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,483 | $43.7 萬 | 0.3% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 827 | $43.1 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,352 | $40.2 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 5,959 | $39.5 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 12,812 | $38.8 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $38.6 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,479 | $36.8 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,979 | $36.5 萬 | 0.2% | – | – | 歷史 |
| HFROHighland Opportunities & Income Fund | HIGHLAND INCOME | 30,927 | $34.3 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,293 | $33.9 萬 | 0.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R783 | 0-5 HIGH YIELD | 3,419 | $33.9 萬 | 0.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,851 | $33.3 萬 | 0.2% | – | – | – |
| MCDMcDonalds Corp | Stock | 1,453 | $32.6 萬 | 0.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 2,682 | $32.2 萬 | 0.2% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 6,157 | $31.4 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 6,325 | $31.1 萬 | 0.2% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,652 | $30.9 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 569 | $30.4 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 440 | $29.4 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347B698 | RUSS 2000 DIVD | 4,496 | $29.4 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 1,371 | $29.0 萬 | 0.2% | – | – | 歷史 |
| IRDMIridium Communications Inc. | COM | 6,778 | $28.0 萬 | 0.2% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 3,026 | $27.5 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 1,749 | $26.6 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,932 | $26.2 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 543 | $25.8 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 121 | $25.0 萬 | 0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 803 | $24.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 2,756 | $24.0 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,578 | $23.8 萬 | 0.1% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,024 | $23.1 萬 | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 600 | $21.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,389 | $21.2 萬 | 0.1% | – | – | – |
| ABBVAbbVie Inc. | Stock | 1,918 | $20.8 萬 | 0.1% | – | – | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 2,958 | $20.6 萬 | 0.1% | – | – | – |