LPWM LLC
- SEC CIK
- 0001801101
- 最新申報
- 2026/7/24
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 57
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.49 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 135,474 | $3,437 萬 | 23.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 214,204 | $3,046 萬 | 20.5% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 142,792 | $1,578 萬 | 10.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 175,128 | $1,280 萬 | 8.6% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 118,830 | $613.0 萬 | 4.1% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 66,989 | $555.0 萬 | 3.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 35,407 | $331.2 萬 | 2.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 10,842 | $242.6 萬 | 1.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 18,343 | $239.3 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 17,907 | $236.6 萬 | 1.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 8,825 | $227.9 萬 | 1.5% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 37,154 | $208.1 萬 | 1.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 38,362 | $190.9 萬 | 1.3% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 21,873 | $164.1 萬 | 1.1% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 4,091 | $149.7 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 10,794 | $147.0 萬 | 1.0% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 6,664 | $139.5 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 7,371 | $138.2 萬 | 0.9% | – | – | – |
| Vanguard Scottsdale FDS92206C714 | VNG RUS1000VAL | 9,758 | $130.8 萬 | 0.9% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 18,911 | $123.1 萬 | 0.8% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 8,328 | $112.8 萬 | 0.8% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 18,086 | $95.0 萬 | 0.6% | – | – | – |
| iShares Tr464287556 | ISHARES BIOTECH | 5,848 | $88.6 萬 | 0.6% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 15,396 | $84.1 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,123 | $81.6 萬 | 0.5% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 6,222 | $78.1 萬 | 0.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,131 | $69.9 萬 | 0.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,328 | $68.2 萬 | 0.5% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,968 | $53.3 萬 | 0.4% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 247 | $52.6 萬 | 0.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 4,238 | $52.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 2,268 | $51.4 萬 | 0.3% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 2,224 | $50.8 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,583 | $48.4 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 845 | $46.7 萬 | 0.3% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 145 | $45.8 萬 | 0.3% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 3,750 | $44.3 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,048 | $39.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,817 | $39.5 萬 | 0.3% | – | – | – |
| ECLEcolab Inc. | Stock | 1,778 | $38.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 4,390 | $36.1 萬 | 0.2% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 3,649 | $36.0 萬 | 0.2% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 832 | $33.3 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 4,115 | $30.0 萬 | 0.2% | – | – | – |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 991 | $29.5 萬 | 0.2% | – | – | – |
| XELXcel Energy Inc | Stock | 4,263 | $28.5 萬 | 0.2% | – | – | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 3,580 | $28.5 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 1,607 | $26.9 萬 | 0.2% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,184 | $25.4 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,034 | $25.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 2,341 | $23.8 萬 | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 4,475 | $23.3 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 474 | $22.6 萬 | 0.2% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 4,410 | $22.2 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 1,156 | $20.9 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 748 | $20.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,300 | $20.3 萬 | 0.1% | – | – | – |