CWS Financial Advisors, LLC
- SEC CIK
- 0001802459
- 最新申報
- 2026/7/30
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 141
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.32 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 |
|---|---|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 300 | $92.8 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 12,317 | $93.1 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 6,131 | $93.3 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 4,856 | $93.6 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 10,866 | $96.4 萬 | 0.4% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 8,892 | $97.2 萬 | 0.4% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 19,038 | $97.4 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 16,916 | $98.4 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 5,359 | $98.9 萬 | 0.4% | – | – | 歷史 |
| GGGGraco Inc | COM | 13,900 | $99.6 萬 | 0.4% | – | – | 歷史 |
| SNASnap-on Inc | COM | 4,530 | $104.5 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 20,437 | $105.7 萬 | 0.5% | – | – | 歷史 |
| FASTFastenal Co | Stock | 21,649 | $108.9 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 10,039 | $109.0 萬 | 0.5% | – | – | – |
| PIIPolaris Inc. | Stock | 8,517 | $113.7 萬 | 0.5% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,858 | $113.7 萬 | 0.5% | – | – | – |
| PAYXPaychex Inc | Stock | 11,899 | $116.6 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,116 | $119.8 萬 | 0.5% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 9,032 | $120.4 萬 | 0.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 7,423 | $122.0 萬 | 0.5% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 3,327 | $122.9 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 9,713 | $131.9 萬 | 0.6% | – | – | 歷史 |
| LINLinde PLC | SHS | 4,783 | $134.0 萬 | 0.6% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 9,348 | $137.5 萬 | 0.6% | – | – | – |
| SOSouthern Co | Stock | 22,812 | $141.8 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 5,099 | $155.7 萬 | 0.7% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 45,356 | $164.3 萬 | 0.7% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,594 | $170.8 萬 | 0.7% | – | – | 歷史 |
| CVXChevron Corp | Stock | 17,275 | $181.0 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 7,279 | $187.1 萬 | 0.8% | – | – | – |
| PGProcter & Gamble Co | Stock | 14,953 | $202.5 萬 | 0.9% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 28,416 | $204.7 萬 | 0.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,432 | $236.3 萬 | 1.0% | – | – | – |
| MCDMcDonalds Corp | Stock | 11,614 | $260.3 萬 | 1.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 18,915 | $267.6 萬 | 1.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 23,386 | $551.4 萬 | 2.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 61,737 | $754.1 萬 | 3.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 122,606 | $768.7 萬 | 3.3% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 27,020 | $984.3 萬 | 4.2% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 212,629 | $3,762 萬 | 16.2% | – | – | – |
| SYKStryker Corp | Stock | 295,004 | $7,186 萬 | 31.0% | – | – | 歷史 |