Wealth CMT
- SEC CIK
- 0001802660
- 最新申報
- 2023/7/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/26 申報。只含多頭部位。
- 持股檔數
- 19
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.70 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 Tr464287622 | RUS 1000 ETF | 289,478 | $6,479 萬 | 38.2% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 72,102 | $1,711 萬 | 10.1% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 207,946 | $1,439 萬 | 8.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 118,207 | $1,372 萬 | 8.1% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 444,058 | $1,284 萬 | 7.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 196,100 | $1,190 萬 | 7.0% | – | – | – |
| Vanguard Scottsdale FDS92206C730 | VNG RUS1000IDX | 40,589 | $751.7 萬 | 4.4% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 25,188 | $556.5 萬 | 3.3% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 56,386 | $545.3 萬 | 3.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,615 | $322.7 萬 | 1.9% | – | – | – |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 26,594 | $290.7 萬 | 1.7% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 33,172 | $289.2 萬 | 1.7% | – | – | – |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 38,907 | $214.7 萬 | 1.3% | – | – | – |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 7,582 | $135.2 萬 | 0.8% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 23,132 | $118.7 萬 | 0.7% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 13,217 | $97.7 萬 | 0.6% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 8,974 | $97.7 萬 | 0.6% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 5,603 | $53.8 萬 | 0.3% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 4,545 | $26.4 萬 | 0.2% | – | – | – |