RMR Wealth Builders
- SEC CIK
- 0001803848
- 最新申報
- 2026/7/24
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
- 798
- 2020 年第 4 季沒有 13F 資料
- 總值
- $3.85 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 Russell 1000 Growth ETF464287614 | ETF | 208,249 | $5,061 萬 | 13.1% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 235,463 | $3,568 萬 | 9.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 369,869 | $2,806 萬 | 7.3% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 99,093 | $2,579 萬 | 6.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 97,290 | $2,150 萬 | 5.6% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 122,117 | $1,350 萬 | 3.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 45,398 | $1,070 萬 | 2.8% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 3,051 | $944.0 萬 | 2.5% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 73,479 | $897.5 萬 | 2.3% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 49,721 | $566.0 萬 | 1.5% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 10,075 | $479.6 萬 | 1.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,489 | $455.3 萬 | 1.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,748 | $437.6 萬 | 1.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 13,396 | $427.5 萬 | 1.1% | – | – | – |
| AVGOBroadcom Inc. | Stock | 7,347 | $340.6 萬 | 0.9% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 9,427 | $287.8 萬 | 0.7% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 8,623 | $284.7 萬 | 0.7% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 52,661 | $274.1 萬 | 0.7% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 22,707 | $265.1 萬 | 0.7% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 44,158 | $252.2 萬 | 0.7% | – | – | – |
| VZVerizon Communications Inc | Stock | 43,020 | $250.2 萬 | 0.7% | – | – | 歷史 |
| iShares Tr464287457 | 1 3 YR TREAS BD | 27,650 | $238.5 萬 | 0.6% | – | – | – |
| CMCSAComcast Corp | Stock | 42,694 | $231.0 萬 | 0.6% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 7,472 | $220.1 萬 | 0.6% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 3,356 | $207.2 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 9,637 | $204.1 萬 | 0.5% | – | – | 歷史 |
| INTCIntel Corp | Stock | 31,514 | $201.7 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288661 | 3 7 YR TREAS BD | 15,000 | $194.8 萬 | 0.5% | – | – | – |
| GOOGAlphabet Inc. | Stock | 884 | $182.9 萬 | 0.5% | – | – | 歷史 |
| HUMHumana Inc | Stock | 4,320 | $181.1 萬 | 0.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,363 | $179.5 萬 | 0.5% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 30,811 | $172.0 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 6,717 | $171.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 14,501 | $168.3 萬 | 0.4% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 6,898 | $167.5 萬 | 0.4% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 32,904 | $167.0 萬 | 0.4% | – | – | – |
| CMECME Group Inc. | COM | 7,916 | $161.7 萬 | 0.4% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 8,205 | $151.4 萬 | 0.4% | – | – | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 8,432 | $147.9 萬 | 0.4% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 19,410 | $143.5 萬 | 0.4% | – | – | – |
| TSLATesla, Inc. | Stock | 2,130 | $142.3 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 3,903 | $139.0 萬 | 0.4% | – | – | 歷史 |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 11,321 | $137.9 萬 | 0.4% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,802 | $133.2 萬 | 0.3% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 23,863 | $125.8 萬 | 0.3% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 1,599 | $120.6 萬 | 0.3% | – | – | 歷史 |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 34,141 | $116.3 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 2,434 | $115.7 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 6,106 | $115.4 萬 | 0.3% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,403 | $114.5 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 37,417 | $113.3 萬 | 0.3% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 10,357 | $112.1 萬 | 0.3% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 6,678 | $105.2 萬 | 0.3% | – | – | 歷史 |
| PEGPublic Service Enterprise Group Inc | COM | 17,296 | $104.1 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 4,675 | $103.0 萬 | 0.3% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 13,179 | $101.6 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 489 | $100.9 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 4,429 | $96.1 萬 | 0.2% | – | – | 歷史 |
| CICigna Group | Stock | 3,928 | $95.0 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 9,733 | $93.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 11,109 | $91.3 萬 | 0.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 7,435 | $87.9 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,337 | $85.3 萬 | 0.2% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,182 | $85.2 萬 | 0.2% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 6,998 | $83.9 萬 | 0.2% | – | – | 歷史 |
| COFCapital One Financial Corp | Stock | 6,507 | $82.8 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,346 | $82.7 萬 | 0.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 5,151 | $81.4 萬 | 0.2% | – | – | 歷史 |
| XYZBlock, Inc. | CL A | 3,494 | $79.3 萬 | 0.2% | – | – | 歷史 |
| MELIMercadolibre Inc | COM | 537 | $79.1 萬 | 0.2% | – | – | 歷史 |
| CSGPCostar Group, Inc. | COM | 951 | $78.2 萬 | 0.2% | – | – | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 541 | $76.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 8,278 | $76.0 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 7,107 | $74.5 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 1,399 | $73.0 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 9,620 | $72.7 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,893 | $71.0 萬 | 0.2% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 9,532 | $71.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 18,480 | $71.0 萬 | 0.2% | – | – | – |
| BDXBecton Dickinson & Co | Stock | 2,903 | $70.6 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 3,703 | $70.4 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 1,805 | $69.1 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 17,417 | $67.4 萬 | 0.2% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 7,518 | $62.9 萬 | 0.2% | – | – | 歷史 |
| AMTAmerican Tower Corp | REIT | 2,615 | $62.5 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,801 | $61.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 4,789 | $60.1 萬 | 0.2% | – | – | – |
| ICEIntercontinental Exchange, Inc. | Stock | 5,288 | $59.1 萬 | 0.2% | – | – | 歷史 |
| OLEDUniversal Display Corp | COM | 2,484 | $58.8 萬 | 0.2% | – | – | 歷史 |
| TSCOTractor Supply Co | COM | 3,268 | $57.9 萬 | 0.2% | – | – | 歷史 |
| LULUlululemon athletica inc. | Stock | 1,877 | $57.6 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,204 | $56.9 萬 | 0.1% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 9,389 | $56.0 萬 | 0.1% | – | – | 歷史 |
| NOWServiceNow, Inc. | Stock | 1,098 | $54.9 萬 | 0.1% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 3,817 | $54.0 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 2,323 | $52.1 萬 | 0.1% | – | – | 歷史 |
| MCHPMicrochip Technology Inc | Stock | 3,273 | $50.8 萬 | 0.1% | – | – | 歷史 |
| DXCMDexcom Inc | COM | 1,406 | $50.5 萬 | 0.1% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 13,509 | $48.9 萬 | 0.1% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 2,389 | $48.4 萬 | 0.1% | – | – | 歷史 |