Regent Peak Wealth Advisors LLC
- SEC CIK
- 0001803329
- 最新申報
- 2026/7/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/28 申報。只含多頭部位。
- 持股檔數
- 154
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.04 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 Morningstar Total Stock Market ETF922908769 | ETF | 145,689 | $3,011 萬 | 9.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 252,902 | $2,317 萬 | 7.6% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 147,994 | $1,685 萬 | 5.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 54,650 | $1,405 萬 | 4.6% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 192,467 | $1,387 萬 | 4.6% | – | – | – |
| AAPLApple Inc. | Stock | 107,592 | $1,314 萬 | 4.3% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 51,562 | $1,253 萬 | 4.1% | – | – | – |
| SRSpire Inc | COM | 157,757 | $1,166 萬 | 3.8% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 63,044 | $828.7 萬 | 2.7% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 461,804 | $750.8 萬 | 2.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,287 | $707.7 萬 | 2.3% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,134 | $639.7 萬 | 2.1% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 109,193 | $527.0 萬 | 1.7% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 42,752 | $504.6 萬 | 1.7% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,416 | $452.4 萬 | 1.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 61,700 | $397.1 萬 | 1.3% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 41,626 | $382.3 萬 | 1.3% | – | – | – |
| ACNAccenture plc | Stock | 12,158 | $335.8 萬 | 1.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 10,042 | $306.5 萬 | 1.0% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 17,505 | $287.7 萬 | 0.9% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 54,369 | $286.5 萬 | 0.9% | – | – | 歷史 |
| STFCState Auto Financial CORP | COM | 135,487 | $267.0 萬 | 0.9% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 6,541 | $241.7 萬 | 0.8% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 47,555 | $241.3 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 9,296 | $237.4 萬 | 0.8% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 17,233 | $233.3 萬 | 0.8% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 29,996 | $231.2 萬 | 0.8% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 11,689 | $220.9 萬 | 0.7% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 9,479 | $212.4 萬 | 0.7% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 9,733 | $211.2 萬 | 0.7% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 988 | $203.7 萬 | 0.7% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 16,933 | $202.9 萬 | 0.7% | – | – | 歷史 |
| MMM3M Co | Stock | 10,353 | $199.4 萬 | 0.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 8,000 | $199.0 萬 | 0.7% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 10,499 | $197.8 萬 | 0.7% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 10,447 | $189.6 萬 | 0.6% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 16,036 | $189.4 萬 | 0.6% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 17,275 | $188.7 萬 | 0.6% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,411 | $185.3 萬 | 0.6% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 9,702 | $181.2 萬 | 0.6% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 18,585 | $177.6 萬 | 0.6% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 34,016 | $175.8 萬 | 0.6% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 7,477 | $165.6 萬 | 0.5% | – | – | 歷史 |
| APDAir Products & Chemicals, Inc. | Stock | 5,691 | $160.1 萬 | 0.5% | – | – | 歷史 |
| ALLAllstate Corp | Stock | 13,919 | $159.9 萬 | 0.5% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 4,862 | $157.3 萬 | 0.5% | – | – | 歷史 |
| KMPRKEMPER Corp | COM | 19,420 | $154.8 萬 | 0.5% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 77,632 | $145.3 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 682 | $141.0 萬 | 0.5% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 4,298 | $126.5 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,053 | $121.4 萬 | 0.4% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 13,577 | $120.4 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 15,088 | $114.4 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 1,679 | $112.1 萬 | 0.4% | – | – | 歷史 |
| VVisa Inc. | Stock | 5,033 | $106.5 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 4,973 | $91.7 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,702 | $90.8 萬 | 0.3% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,732 | $90.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288588 | MBS ETF | 8,290 | $89.8 萬 | 0.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,862 | $88.8 萬 | 0.3% | – | – | – |
| MAMastercard Inc | Stock | 2,438 | $86.8 萬 | 0.3% | – | – | 歷史 |
| SOSouthern Co | Stock | 13,968 | $86.8 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 5,659 | $86.1 萬 | 0.3% | – | – | 歷史 |
| VanEck ETF Trust92189H201 | INTRMDT MUNI ETF | 16,663 | $85.3 萬 | 0.3% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 16,042 | $84.6 萬 | 0.3% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 14,601 | $81.5 萬 | 0.3% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 2,250 | $80.6 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 12,470 | $79.8 萬 | 0.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $77.1 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 4,776 | $76.3 萬 | 0.3% | – | – | 歷史 |
| State Street SPDR S&P Semiconductor ETF78464A862 | ETF | 3,752 | $68.5 萬 | 0.2% | – | – | – |
| WMTWalmart Inc. | Stock | 4,991 | $67.7 萬 | 0.2% | – | – | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 1,447 | $66.0 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 11,325 | $65.8 萬 | 0.2% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 1,372 | $65.2 萬 | 0.2% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 5,562 | $64.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 2,216 | $60.8 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 1,162 | $60.6 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,309 | $60.6 萬 | 0.2% | – | – | 歷史 |
| DALDelta Air Lines, Inc. | COM NEW | 12,554 | $60.6 萬 | 0.2% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 1,575 | $58.6 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 5,326 | $57.6 萬 | 0.2% | – | – | 歷史 |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,106 | $53.3 萬 | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 3,693 | $52.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 6,082 | $49.9 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 2,801 | $47.6 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,342 | $47.3 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 6,168 | $46.6 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 12,829 | $46.4 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 4,210 | $44.1 萬 | 0.1% | – | – | 歷史 |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 2,598 | $43.6 萬 | 0.1% | – | – | – |
| ORCLOracle Corp | Stock | 6,182 | $43.3 萬 | 0.1% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,931 | $42.6 萬 | 0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,138 | $41.6 萬 | 0.1% | – | – | – |
| DHRDanaher Corp | Stock | 1,825 | $41.0 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,053 | $40.6 萬 | 0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 6,381 | $40.2 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,457 | $40.1 萬 | 0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 1,853 | $39.2 萬 | 0.1% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 7,656 | $39.2 萬 | 0.1% | – | – | – |