StrongBox Wealth, LLC
- SEC CIK
- 0001812155
- 最新申報
- 2026/7/23
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/28 申報。只含多頭部位。
- 持股檔數
- 97
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.61 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 |
|---|---|---|---|---|---|---|---|
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 189,283 | $960.7 萬 | 6.0% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 66,692 | $837.0 萬 | 5.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 22,380 | $714.2 萬 | 4.4% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 67,396 | $686.8 萬 | 4.3% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 74,941 | $615.9 萬 | 3.8% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 48,446 | $590.0 萬 | 3.7% | – | – | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 131,962 | $521.1 萬 | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 40,455 | $494.2 萬 | 3.1% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 58,121 | $481.4 萬 | 3.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 19,287 | $454.7 萬 | 2.8% | – | – | 歷史 |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 36,763 | $418.5 萬 | 2.6% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 45,451 | $403.3 萬 | 2.5% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,291 | $399.4 萬 | 2.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 17,571 | $372.0 萬 | 2.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,541 | $317.8 萬 | 2.0% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 19,185 | $315.3 萬 | 2.0% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 13,989 | $309.6 萬 | 1.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 47,825 | $278.1 萬 | 1.7% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 7,810 | $275.3 萬 | 1.7% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,504 | $272.2 萬 | 1.7% | – | – | – |
| DHRDanaher Corp | Stock | 11,649 | $262.2 萬 | 1.6% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 33,635 | $254.3 萬 | 1.6% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 11,557 | $250.9 萬 | 1.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 7,894 | $241.0 萬 | 1.5% | – | – | 歷史 |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 41,055 | $237.9 萬 | 1.5% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,337 | $203.0 萬 | 1.3% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 23,348 | $184.1 萬 | 1.1% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 13,225 | $182.9 萬 | 1.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 23,294 | $180.0 萬 | 1.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 6,672 | $173.6 萬 | 1.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 43,515 | $167.1 萬 | 1.0% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 31,762 | $164.2 萬 | 1.0% | – | – | 歷史 |
| CCICrown Castle Inc. | REIT | 9,221 | $158.7 萬 | 1.0% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 11,009 | $155.7 萬 | 1.0% | – | – | 歷史 |
| AWKAmerican Water Works Company, Inc. | Stock | 10,236 | $153.5 萬 | 1.0% | – | – | 歷史 |
| EQIXEquinix Inc | COM | 2,251 | $153.0 萬 | 0.9% | – | – | 歷史 |
| BIPBrookfield Infrastructure Partners L.P. | LP INT UNIT | 28,267 | $150.5 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 12,418 | $148.8 萬 | 0.9% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 20,831 | $144.1 萬 | 0.9% | – | – | – |
| ABBVAbbVie Inc. | Stock | 12,260 | $132.7 萬 | 0.8% | – | – | 歷史 |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 23,495 | $120.0 萬 | 0.7% | – | – | – |
| GLDSPDR Gold Trust | ETF | 7,193 | $115.1 萬 | 0.7% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 20,527 | $112.2 萬 | 0.7% | – | – | – |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 10,935 | $111.6 萬 | 0.7% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,742 | $98.5 萬 | 0.6% | – | – | – |
| PPGPPG Industries Inc | Stock | 5,980 | $89.9 萬 | 0.6% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,650 | $88.1 萬 | 0.5% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 3,859 | $82.6 萬 | 0.5% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 7,461 | $82.5 萬 | 0.5% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,057 | $81.9 萬 | 0.5% | – | – | – |
| AMTAmerican Tower Corp | REIT | 3,347 | $80.0 萬 | 0.5% | – | – | 歷史 |
| LINLinde PLC | SHS | 2,651 | $74.3 萬 | 0.5% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 13,200 | $67.4 萬 | 0.4% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,400 | $64.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,186 | $60.9 萬 | 0.4% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,321 | $60.3 萬 | 0.4% | – | – | 歷史 |
| TDOCTeladoc Health, Inc. | COM | 3,306 | $60.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 10,317 | $58.9 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,214 | $57.1 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 3,505 | $46.6 萬 | 0.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,068 | $45.5 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 5,853 | $42.7 萬 | 0.3% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 654 | $42.6 萬 | 0.3% | – | – | 歷史 |
| CERNCERNER Corp | COM | 5,909 | $42.5 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 3,830 | $41.6 萬 | 0.3% | – | – | – |
| NOWServiceNow, Inc. | Stock | 776 | $38.8 萬 | 0.2% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $38.6 萬 | 0.2% | – | – | 歷史 |
| XYLXylem Inc. | COM | 3,654 | $38.4 萬 | 0.2% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,872 | $38.1 萬 | 0.2% | – | – | – |
| DISWalt Disney Co | Stock | 1,936 | $35.7 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,437 | $34.9 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,486 | $33.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 3,449 | $31.7 萬 | 0.2% | – | – | – |
| TAT&T Inc. | Stock | 10,179 | $30.8 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,789 | $30.5 萬 | 0.2% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 826 | $30.5 萬 | 0.2% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 3,111 | $29.1 萬 | 0.2% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,545 | $28.4 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,493 | $28.4 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,246 | $27.9 萬 | 0.2% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,303 | $26.9 萬 | 0.2% | – | – | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 3,192 | $26.6 萬 | 0.2% | – | – | – |
| BABoeing Co | Stock | 1,035 | $26.4 萬 | 0.2% | – | – | 歷史 |
| DOWDow Inc. | Stock | 4,103 | $26.2 萬 | 0.2% | – | – | 歷史 |
| SHOPShopify Inc. | Stock | 229 | $25.3 萬 | 0.2% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 949 | $25.2 萬 | 0.2% | – | – | 歷史 |
| FSLYFastly, Inc. | CL A | 3,616 | $24.3 萬 | 0.2% | – | – | 歷史 |
| PIMCO ETF Tr72201R718 | ENHNCD LW DUR AC | 2,250 | $22.9 萬 | 0.1% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 1,937 | $22.9 萬 | 0.1% | – | – | – |
| WYWeyerhaeuser Co | COM NEW | 6,415 | $22.8 萬 | 0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 588 | $21.9 萬 | 0.1% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 1,827 | $21.6 萬 | 0.1% | – | – | 歷史 |
| SNOWSnowflake Inc. | Stock | 931 | $21.3 萬 | 0.1% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,101 | $21.3 萬 | 0.1% | – | – | – |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,160 | $21.2 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 824 | $20.5 萬 | 0.1% | – | – | 歷史 |
| iShares Tr464289875 | CORE 40 MODE ETF | 4,594 | $20.0 萬 | 0.1% | – | – | – |