Mosaic Advisors LLC
- SEC CIK
- 0001808523
- 最新申報
- 2026/8/7
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/23 申報。只含多頭部位。
- 持股檔數
- 36
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.18 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 Dividend Appreciation ETF921908844 | ETF | 290,859 | $4,278 萬 | 36.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 441,727 | $2,770 萬 | 23.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 39,248 | $840.2 萬 | 7.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 129,705 | $675.1 萬 | 5.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 120,373 | $614.4 萬 | 5.2% | – | – | – |
| IAUiShares Gold Trust | ISHARES | 266,127 | $432.7 萬 | 3.7% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 32,919 | $402.1 萬 | 3.4% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 3,091 | $228.1 萬 | 1.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 6,599 | $155.6 萬 | 1.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 9,156 | $146.5 萬 | 1.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 3,576 | $82.9 萬 | 0.7% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 5,759 | $81.5 萬 | 0.7% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,161 | $80.9 萬 | 0.7% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 3,006 | $74.8 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 6,714 | $72.7 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 230 | $71.2 萬 | 0.6% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 340 | $70.3 萬 | 0.6% | – | – | 歷史 |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 13,256 | $67.3 萬 | 0.6% | – | – | – |
| DISWalt Disney Co | Stock | 3,415 | $63.0 萬 | 0.5% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,920 | $59.7 萬 | 0.5% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 8,216 | $57.7 萬 | 0.5% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,834 | $52.1 萬 | 0.4% | – | – | 歷史 |
| TDToronto Dominion Bank | Stock | 7,252 | $47.3 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,451 | $42.7 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 2,568 | $42.2 萬 | 0.4% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 8,118 | $42.0 萬 | 0.4% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 4,210 | $31.8 萬 | 0.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 149 | $30.7 萬 | 0.3% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 2,057 | $30.1 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 1,464 | $24.9 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,174 | $24.9 萬 | 0.2% | – | – | 歷史 |
| MMM3M Co | Stock | 1,285 | $24.8 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 941 | $24.0 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 738 | $22.5 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 327 | $21.8 萬 | 0.2% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,585 | $21.5 萬 | 0.2% | – | – | 歷史 |