Wealthsimple US, Ltd.
- SEC CIK
- 0001811613
- 最新申報
- 2021/5/12
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/12 申報。只含多頭部位。
- 持股檔數
- 23
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.69 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 World FD921910725 | ESG INTL STK ETF | 477,546 | $2,931 萬 | 17.4% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 331,046 | $2,442 萬 | 14.5% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 545,446 | $2,126 萬 | 12.6% | – | – | – |
| PIMCO ETF Tr72201R304 | 15+ YR US TIPS | 207,382 | $1,675 萬 | 9.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 79,132 | $1,636 萬 | 9.7% | – | – | – |
| iShares Tr46435G326 | CORE MSCI INTL | 228,110 | $1,474 萬 | 8.7% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 104,920 | $1,035 萬 | 6.1% | – | – | – |
| iShares Inc464286533 | MSCI EMERG MRKT | 157,492 | $994.7 萬 | 5.9% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 83,499 | $688.9 萬 | 4.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 209,839 | $545.1 萬 | 3.2% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 77,969 | $479.7 萬 | 2.8% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 29,679 | $320.0 萬 | 1.9% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 45,469 | $171.1 萬 | 1.0% | – | – | – |
| Vanguard Long-Term Treasury ETF92206C847 | ETF | 9,918 | $82.1 萬 | 0.5% | – | – | – |
| XYZBlock, Inc. | CL A | 3,245 | $73.7 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 132 | $40.8 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,033 | $38.7 萬 | 0.2% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,085 | $24.7 萬 | 0.1% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,439 | $23.6 萬 | 0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 2,606 | $22.3 萬 | 0.1% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 356 | $22.0 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 1,539 | $20.8 萬 | 0.1% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 898 | $20.4 萬 | 0.1% | – | – | 歷史 |