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Livermore
Livermore
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Scarborough Advisors, LLC

SEC CIK
0001815355
最新申報
2026/7/21

2024 年第 3 季持倉

持倉截至 2024/9/30，2024/10/31 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
89
較 2024 年第 2 季 −367
總值
$6.19 億
較 2024 年第 2 季 +$3.75 億 (+154.4%)
申報日
2024/10/31
SEC
Scarborough Advisors, LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Schwab U.S. Large-Cap ETF808524201ETF1,573,330$1.07 億17.3%+1,573,330新進–
iShares MSCI USA Quality Factor ETF46432F339ETF264,927$4,750 萬7.7%+25,481+10.6%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT705,451$3,490 萬5.6%+65,671+10.3%加碼–
iShares Tr464288638ISHS 5-10YR INVT617,210$3,316 萬5.4%+617,210新進–
iShares Tr46428743220 YR TR BD ETF314,041$3,081 萬5.0%+314,041新進–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF452,175$3,053 萬4.9%+261,119+136.7%加碼–
Vanguard S&P 500 ETF922908363ETF54,023$2,851 萬4.6%+54,023新進–
iShares Inc46434G764MSCI EMRG CHN368,913$2,254 萬3.6%+131,667+55.5%加碼–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF208,653$1,895 萬3.1%+6,181+3.1%加碼–
iShares Tr464288877EAFE VALUE ETF299,057$1,720 萬2.8%+299,057新進–
First Trust Rising Dividend Achievers ETF33738R506ETF270,154$1,600 萬2.6%+95,344+54.5%加碼–
iShares Tr464288885EAFE GRWTH ETF136,780$1,472 萬2.4%+136,780新進–
iShares Tr46434V456MSCI INTL QUALTY353,464$1,467 萬2.4%+8,693+2.5%加碼–
iShares S&P 500 Growth ETF464287309ETF151,673$1,452 萬2.3%+151,673新進–
Vanguard Morningstar Total Stock Market ETF922908769ETF50,255$1,423 萬2.3%+50,255新進–
iShares Flexible Income Active ETF092528603ETF235,234$1,259 萬2.0%+62,433+36.1%加碼–
iShares Tr46434V613CORE UNIVRSL USD235,087$1,108 萬1.8%+234,222+27,077.7%加碼–
iShares Tr464287721U.S. TECH ETF66,067$1,002 萬1.6%+66,067新進–
MSFTMicrosoft CorpStock22,571$971.2 萬1.6%+22,571新進歷史
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS287,836$751.0 萬1.2%−132,187−31.5%減碼–
iShares S&P 500 Value ETF464287408ETF36,554$720.7 萬1.2%+36,554新進–
State Street Energy Select Sector SPDR ETF81369Y506ETF79,013$693.7 萬1.1%+103+0.1%加碼–
GLDSPDR Gold TrustETF27,025$656.9 萬1.1%+80+0.3%加碼歷史
Schwab U.S. Mid-Cap ETF808524508ETF78,514$652.4 萬1.1%+78,514新進–
iShares Tr464288588MBS ETF66,163$633.9 萬1.0%+66,163新進–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF117,925$623.3 萬1.0%−388−0.3%減碼–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF131,984$600.7 萬1.0%+2,954+2.3%加碼–
Vanguard Ftse Developed Markets ETF921943858ETF107,639$568.4 萬0.9%+107,639新進–
iShares Select Dividend ETF464287168ETF33,268$449.3 萬0.7%+33,268新進–
PGProcter & Gamble CoStock25,630$443.9 萬0.7%+25,630新進歷史
iShares Tr46429B655FLTG RATE NT ETF77,110$393.6 萬0.6%+1,430+1.9%加碼–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM32,325$389.0 萬0.6%+32,325新進–
LMTLockheed Martin CorpStock6,389$373.4 萬0.6%+6,389新進歷史
AAPLApple Inc.Stock15,889$370.2 萬0.6%−80−0.5%減碼歷史
SPDR Series Trust78468R754ST STR R1K LOWV24,296$315.3 萬0.5%+430+1.8%加碼–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF18,238$286.9 萬0.5%−7,216−28.3%減碼–
iShares Tr464288281JPMORGAN USD EMG29,653$277.5 萬0.4%+29,653新進–
NVDANVIDIA CorpStock22,600$274.5 萬0.4%+1,880+9.1%加碼歷史
iShares Tr46435U713US INFRASTRUC54,604$256.5 萬0.4%−50−0.1%減碼–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW41,085$246.0 萬0.4%+27+0.1%加碼–
AMZNAmazon Com IncStock12,360$230.3 萬0.4%+344+2.9%加碼歷史
DHRDanaher CorpStock8,202$228.0 萬0.4%+8,202新進歷史
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF18,260$183.9 萬0.3%+595+3.4%加碼–
Hartford Multifactor Emerging Markets ETF518416201ETF64,963$165.9 萬0.3%+64,963新進–
Schwab U.S. Small-Cap ETF808524607ETF26,203$134.9 萬0.2%+26,203新進–
Invesco QQQ Trust Series I46090E103ETF2,742$133.8 萬0.2%+259+10.4%加碼–
Vanguard Morningstar Growth ETF922908736ETF3,134$120.3 萬0.2%+3,134新進–
iShares Tr46435G219INVT GRAD SY ETF25,632$119.1 萬0.2%+5,600+28.0%加碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD22,105$110.0 萬0.2%−12,935−36.9%減碼–
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR19,238$108.8 萬0.2%−2,838−12.9%減碼–
TMOThermo Fisher Scientific Inc.Stock1,553$96.1 萬0.2%+1,553新進歷史
RTXRTX CorpStock7,086$85.8 萬0.1%00.0%不變歷史
HDHome Depot, Inc.Stock1,733$70.2 萬0.1%+1,733新進歷史
LLYEli Lilly & CoStock717$63.5 萬0.1%+717新進歷史
AMGNAmgen IncStock1,834$59.1 萬0.1%+83+4.7%加碼歷史
COSTCostco Wholesale CorpStock651$57.7 萬0.1%−13−2.0%減碼歷史
Vanguard Emerging Markets Government Bond ETF921946885ETF8,683$57.6 萬0.1%+8,683新進–
TAT&T Inc.Stock26,159$57.5 萬0.1%+187+0.7%加碼歷史
GOOGLAlphabet Inc.Stock3,004$49.8 萬0.1%+11+0.4%加碼歷史
TSLATesla, Inc.Stock1,819$47.6 萬0.1%+17+0.9%加碼歷史
MDYSPDR S&P Midcap 400 ETF TrustETF831$47.3 萬0.1%−10,946−92.9%減碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,599$46.1 萬0.1%+3,599新進–
iShares Tr46435G102CONV BD ETF5,473$45.8 萬0.1%+774+16.5%加碼–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF8,366$45.7 萬0.1%−249−2.9%減碼–
WMTWalmart Inc.Stock5,475$44.2 萬0.1%+5,475新進歷史
GMGeneral Motors CoCOM9,479$42.5 萬0.1%−100−1.0%減碼歷史
ETEnergy Transfer LPCOM UT LTD PTN23,639$37.9 萬0.1%−1,017−4.1%減碼歷史
iShares Russell 1000 Growth ETF464287614ETF1,006$37.7 萬0.1%+1,006新進–
GOOGAlphabet Inc.Stock2,199$36.8 萬0.1%00.0%不變歷史
USFDUS Foods Holding Corp.COM5,855$36.0 萬0.1%+5,855新進歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF6,184$35.5 萬0.1%−46,674−88.3%減碼–
FTVFortive CorpStock4,471$35.3 萬0.1%+20.0%加碼歷史
BRK.BBerkshire Hathaway IncStock708$32.6 萬0.1%+9+1.3%加碼歷史
MPCMarathon Petroleum CorpStock1,979$32.2 萬0.1%−4−0.2%減碼歷史
AVGOBroadcom Inc.Stock1,837$31.7 萬0.1%+497+37.1%加碼依 10 比 1 拆股換算歷史
VLTOVeralto CorpStock2,700$30.2 萬<0.1%00.0%不變歷史
VVisa Inc.Stock1,024$28.1 萬<0.1%+25+2.5%加碼歷史
COPConocoPhillipsStock2,640$27.8 萬<0.1%−143−5.1%減碼歷史
INTUIntuit Inc.Stock420$26.0 萬<0.1%+420新進歷史
JNJJohnson & JohnsonStock1,477$23.9 萬<0.1%+1,477新進歷史
ABBVAbbVie Inc.Stock1,107$21.9 萬<0.1%+4+0.4%加碼歷史
GEGeneral Electric CoStock1,154$21.7 萬<0.1%+1,154新進歷史
XOMExxonMobil Holdings CorpCOM1,854$21.7 萬<0.1%−60−3.1%減碼歷史
iShares Tr46435G425ESG AWR MSCI USA1,635$20.6 萬<0.1%+50+3.2%加碼–
PSXPhillips 66Stock1,567$20.6 萬<0.1%+1,567新進歷史
iShares Core MSCI Eafe ETF46432F842ETF2,607$20.3 萬<0.1%−92−3.4%減碼–
FFord Motor CoStock14,310$15.1 萬<0.1%+14,310新進歷史
TOMZTOMI Environmental Solutions, Inc.COM NEW79,413$6.29 萬<0.1%+79,413新進歷史
CANCanaan Inc.SPONSORED ADS12,792$1.29 萬<0.1%+12,792新進歷史

2024 年第 2 季之後清倉（405 檔）

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 405 檔。

Scarborough Advisors, LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
iShares Tr46434V803HDG MSCI EAFE128,246$456.0 萬1.9%–
Vanguard Energy ETF92204A306ETF25,003$319.0 萬1.3%–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF2,455$25.2 萬0.1%–
SLViShares Silver TrustETF7,067$18.8 萬0.1%歷史
FTITechnipFMC plcCOM6,942$18.2 萬0.1%歷史
JPMJPMorgan Chase & CoStock889$18.0 萬0.1%歷史
METAMeta Platforms, Inc.Stock356$18.0 萬0.1%歷史
ELVElevance Health, Inc.Stock300$16.3 萬0.1%歷史
VZVerizon Communications IncStock3,828$15.8 萬0.1%歷史
WisdomTree Tr97717X669US QTLY DIV GRT1,974$15.4 萬0.1%–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF1,918$15.4 萬0.1%–
BABoeing CoStock818$14.9 萬0.1%歷史
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,536$13.2 萬0.1%–
BKHBlack Hills CorpCOM2,407$13.1 萬0.1%歷史
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD2,843$12.2 萬0.1%–
UNHUnitedHealth Group IncStock231$11.8 萬<0.1%歷史
DUKDuke Energy CORPStock1,131$11.3 萬<0.1%歷史
Janus Detroit STR Tr47103U845HENDRSON AAA CL2,184$11.1 萬<0.1%–
XELXcel Energy IncStock2,018$10.8 萬<0.1%歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF2,427$10.1 萬<0.1%–
CMCSAComcast CorpStock2,562$10.0 萬<0.1%歷史
ORCLOracle CorpStock704$9.94 萬<0.1%歷史
FXBInvesco CurrencyShares British Pound Sterling TrustBRIT POUN STRL812$9.88 萬<0.1%歷史
Victory Portfolios II92647N667VICSHS DV AC ETF2,023$9.78 萬<0.1%–
State Street Financial Select Sector SPDR ETF81369Y605ETF2,276$9.36 萬<0.1%–
BACBank of America CorpStock2,194$8.73 萬<0.1%歷史
CRWDCrowdStrike Holdings, Inc.Stock226$8.66 萬<0.1%歷史
ETNEaton Corp plcStock265$8.31 萬<0.1%歷史
ABTAbbott LaboratoriesStock770$8.00 萬<0.1%歷史
VanEck Morningstar Wide Moat ETF92189F643ETF872$7.55 萬<0.1%–
MRKMerck & Co., Inc.Stock606$7.50 萬<0.1%歷史
PSAPublic StorageCOM259$7.46 萬<0.1%歷史
iShares Tr46435G516ESG AW MSCI EAFE811$6.39 萬<0.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF760$6.38 萬<0.1%–
MMM3M CoStock623$6.37 萬<0.1%歷史
ADXAdams Diversified Equity Fund, Inc.COM2,820$6.06 萬<0.1%歷史
CSCOCisco Systems, Inc.Stock1,254$5.96 萬<0.1%歷史
MOAltria Group, Inc.Stock1,283$5.84 萬<0.1%歷史
MELIMercadolibre IncCOM35$5.75 萬<0.1%歷史
CDWCDW CorpCOM256$5.72 萬<0.1%歷史
iShares Esg Aware US Aggregate Bond ETF46435U549ETF1,224$5.70 萬<0.1%–
American Centy ETF Tr025072877US SML CP VALU629$5.64 萬<0.1%–
AMDAdvanced Micro Devices IncStock340$5.52 萬<0.1%歷史
Janus Detroit STR Tr47103U852HENDERSON MTG1,232$5.50 萬<0.1%–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF1,867$5.40 萬<0.1%–
iShares Tr46429B7470-5 YR TIPS ETF517$5.15 萬<0.1%–
AEEAmeren CorpCOM713$5.07 萬<0.1%歷史
iShares Tr46434V4070-5YR HI YL CP1,201$5.07 萬<0.1%–
ADBEAdobe Inc.Stock89$4.94 萬<0.1%歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF211$4.78 萬<0.1%–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF595$4.76 萬<0.1%–
Pacer US Cash Cows 100 ETF69374H881ETF868$4.73 萬<0.1%–
DELLDell Technologies Inc.Stock336$4.63 萬<0.1%歷史
LNGCheniere Energy, Inc.COM NEW263$4.60 萬<0.1%歷史
SPDR Index Shs FDS78463X475ST STR MSCI GLB738$4.49 萬<0.1%–
HASIHA Sustainable Infrastructure Capital, Inc.COM1,488$4.41 萬<0.1%歷史
GSGoldman Sachs Group IncStock97$4.39 萬<0.1%歷史
iShares Inc46434G863ESG AWR MSCI EM1,259$4.22 萬<0.1%–
WELLWelltower Inc.REIT399$4.16 萬<0.1%歷史
Vanguard Information Technology ETF92204A702ETF72$4.15 萬<0.1%–
ULTAUlta Beauty, Inc.Stock106$4.09 萬<0.1%歷史
YUMCYum China Holdings, Inc.COM1,317$4.06 萬<0.1%歷史
PLTRPalantir Technologies Inc.Stock1,534$3.89 萬<0.1%歷史
RBB FD Inc74933W635MOTLEY FOOL GBL1,320$3.88 萬<0.1%–
CBChubb LtdStock149$3.80 萬<0.1%歷史
SPYSPDR S&P 500 ETF TrustETF69$3.73 萬<0.1%歷史
LYBLyondellBasell Industries N.V.SHS - A -382$3.65 萬<0.1%歷史
Vanguard Industrials ETF92204A603ETF149$3.51 萬<0.1%–
iShares U.S. Treasury Bond ETF46429B267ETF1,553$3.51 萬<0.1%–
iShares Tr46434V860TRS FLT RT BD688$3.48 萬<0.1%–
AXPAmerican Express CoStock145$3.36 萬<0.1%歷史
State Street SPDR S&P Biotech ETF78464A870ETF357$3.31 萬<0.1%–
Vanguard Financials ETF92204A405ETF331$3.31 萬<0.1%–
IRIngersoll Rand Inc.COM362$3.29 萬<0.1%歷史
LINLinde PLCStock74$3.25 萬<0.1%歷史
APAMArtisan Partners Asset Management Inc.CL A783$3.23 萬<0.1%歷史
RCLRoyal Caribbean Cruises LtdCOM200$3.19 萬<0.1%歷史
DTMDT Midstream, Inc.COMMON STOCK445$3.16 萬<0.1%歷史
Vanguard Consumer Discretionary ETF92204A108ETF100$3.12 萬<0.1%–
MAMastercard IncStock70$3.10 萬<0.1%歷史
Vanguard Health Care ETF92204A504ETF115$3.07 萬<0.1%–
BXBlackstone Inc.COM247$3.06 萬<0.1%歷史
SPDR Index Shs FDS78463X533ST MAR DIVID ETF859$3.03 萬<0.1%–
TGTTarget CorpStock204$3.02 萬<0.1%歷史
LNTAlliant Energy CorpStock592$3.01 萬<0.1%歷史
FDXFedEx CorpStock100$3.00 萬<0.1%歷史
First Tr Exchange-Traded Alp33734K109COM SHS302$2.93 萬<0.1%–
Global X FDS37954Y715RBTCS ARTFL INTE949$2.93 萬<0.1%–
TCW ETF Trust29287L601COMPOUNDERS ETF846$2.88 萬<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF146$2.85 萬<0.1%–
NFLXNetflix IncStock41$2.77 萬<0.1%歷史
First Tr Exchng Traded FD VI33740U109TCW SECURITIZED1,300$2.68 萬<0.1%–
NEENextera Energy IncStock371$2.63 萬<0.1%歷史
SPDR Index Shs FDS78463X848ST STR ACWI ETF925$2.62 萬<0.1%–
ARK ETF Tr00214Q302GENOMIC REV ETF1,081$2.54 萬<0.1%–
ACNAccenture plcStock81$2.46 萬<0.1%歷史
ARK ETF Tr00214Q203AUTNMUS TECHNLGY442$2.44 萬<0.1%–
MIYBlackRock Muniyield Michigan Quality Fund, Inc.COM2,074$2.37 萬<0.1%歷史
AGNTAGNT, Inc.COM2,000$2.26 萬<0.1%歷史
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,207$2.24 萬<0.1%–