Paces Ferry Wealth Advisors, LLC
- SEC CIK
- 0001819919
- 最新申報
- 2026/8/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/19 申報。只含多頭部位。
- 持股檔數
- 116
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.15 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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 88,909 | $1,086 萬 | 9.4% | – | – | 歷史 |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 98,209 | $641.1 萬 | 5.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,561 | $483.0 萬 | 4.2% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 11,712 | $465.9 萬 | 4.1% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 34,642 | $345.3 萬 | 3.0% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 25,703 | $333.6 萬 | 2.9% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 10,306 | $303.5 萬 | 2.6% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 21,468 | $282.2 萬 | 2.5% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 12,572 | $277.8 萬 | 2.4% | – | – | – |
| HDHome Depot, Inc. | Stock | 8,913 | $272.1 萬 | 2.4% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 9,559 | $249.7 萬 | 2.2% | – | – | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 9,249 | $224.8 萬 | 2.0% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 3,082 | $200.8 萬 | 1.7% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,021 | $199.0 萬 | 1.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,306 | $195.8 萬 | 1.7% | – | – | 歷史 |
| VVisa Inc. | Stock | 8,683 | $183.9 萬 | 1.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 11,910 | $181.3 萬 | 1.6% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 4,479 | $180.7 萬 | 1.6% | – | – | 歷史 |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 18,230 | $175.1 萬 | 1.5% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 7,785 | $174.3 萬 | 1.5% | – | – | – |
| DISWalt Disney Co | Stock | 9,320 | $172.0 萬 | 1.5% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 3,066 | $163.7 萬 | 1.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 9,296 | $152.8 萬 | 1.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 721 | $149.1 萬 | 1.3% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 659 | $135.9 萬 | 1.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 17,242 | $127.5 萬 | 1.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 5,631 | $119.3 萬 | 1.0% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 3,648 | $118.8 萬 | 1.0% | – | – | 歷史 |
| EWEdwards Lifesciences Corp | Stock | 12,124 | $101.4 萬 | 0.9% | – | – | 歷史 |
| DEDeere & Co | Stock | 2,705 | $101.2 萬 | 0.9% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 9,080 | $99.2 萬 | 0.9% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 3,740 | $95.5 萬 | 0.8% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 5,434 | $92.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 8,738 | $88.3 萬 | 0.8% | – | – | – |
| BABoeing Co | Stock | 3,457 | $88.1 萬 | 0.8% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,187 | $87.7 萬 | 0.8% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 3,496 | $86.9 萬 | 0.8% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 3,797 | $86.1 萬 | 0.7% | – | – | 歷史 |
| ADSKAutodesk, Inc. | COM | 2,853 | $79.1 萬 | 0.7% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 5,711 | $75.7 萬 | 0.7% | – | – | 歷史 |
| ULTAUlta Beauty, Inc. | Stock | 2,432 | $75.2 萬 | 0.7% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 10,683 | $75.0 萬 | 0.7% | – | – | 歷史 |
| ILMNIllumina, Inc. | COM | 1,868 | $71.7 萬 | 0.6% | – | – | 歷史 |
| NVSNovartis AG | ADR | 8,370 | $71.5 萬 | 0.6% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 4,881 | $69.1 萬 | 0.6% | – | – | – |
| TWLOTwilio Inc | CL A | 1,829 | $62.3 萬 | 0.5% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 4,979 | $59.7 萬 | 0.5% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 11,493 | $59.4 萬 | 0.5% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 6,370 | $58.0 萬 | 0.5% | – | – | 歷史 |
| BACBank of America Corp | Stock | 14,275 | $55.2 萬 | 0.5% | – | – | 歷史 |
| SOSouthern Co | Stock | 8,692 | $54.0 萬 | 0.5% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 9,443 | $51.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 5,411 | $49.7 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,649 | $49.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,207 | $48.9 萬 | 0.4% | – | – | – |
| NOWServiceNow, Inc. | Stock | 940 | $47.0 萬 | 0.4% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,924 | $46.7 萬 | 0.4% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 950 | $45.2 萬 | 0.4% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 5,821 | $45.2 萬 | 0.4% | – | – | 歷史 |
| TAT&T Inc. | Stock | 14,873 | $45.0 萬 | 0.4% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 5,058 | $44.9 萬 | 0.4% | – | – | 歷史 |
| PODDInsulet Corp | Stock | 1,675 | $43.7 萬 | 0.4% | – | – | 歷史 |
| EXPDExpeditors International of Washington Inc | COM | 3,994 | $43.0 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,801 | $42.8 萬 | 0.4% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 7,295 | $42.5 萬 | 0.4% | – | – | 歷史 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 869 | $41.1 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | 16,230 | $40.3 萬 | 0.4% | – | – | – |
| LULUlululemon athletica inc. | Stock | 1,307 | $40.1 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 3,768 | $39.5 萬 | 0.3% | – | – | 歷史 |
| GPNGlobal Payments Inc | Stock | 1,961 | $39.5 萬 | 0.3% | – | – | 歷史 |
| HUBSHubSpot Inc | COM | 852 | $38.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 5,901 | $37.0 萬 | 0.3% | – | – | – |
| MDTMedtronic plc | Stock | 3,110 | $36.7 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 7,454 | $36.0 萬 | 0.3% | – | – | – |
| FSLYFastly, Inc. | CL A | 5,311 | $35.7 萬 | 0.3% | – | – | 歷史 |
| INTCIntel Corp | Stock | 5,434 | $34.8 萬 | 0.3% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 1,858 | $34.3 萬 | 0.3% | – | – | 歷史 |
| DOCUDocuSign, Inc. | Stock | 1,684 | $34.1 萬 | 0.3% | – | – | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 6,881 | $31.8 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 5,369 | $31.2 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,589 | $31.2 萬 | 0.3% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,540 | $30.5 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 845 | $29.8 萬 | 0.3% | – | – | 歷史 |
| MAMastercard Inc | Stock | 826 | $29.4 萬 | 0.3% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 894 | $29.2 萬 | 0.3% | – | – | 歷史 |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 7,326 | $28.9 萬 | 0.3% | – | – | – |
| KMBKimberly Clark Corp | Stock | 2,073 | $28.8 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,784 | $28.6 萬 | 0.2% | – | – | 歷史 |
| FVRRFiverr International Ltd. | ORD SHS | 1,300 | $28.2 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,636 | $28.0 萬 | 0.2% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 588 | $27.3 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 1,436 | $27.3 萬 | 0.2% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,456 | $26.6 萬 | 0.2% | – | – | 歷史 |
| CCitigroup Inc | Stock | 3,617 | $26.3 萬 | 0.2% | – | – | 歷史 |
| CBChubb Ltd | Stock | 1,659 | $26.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 710 | $25.9 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,101 | $25.5 萬 | 0.2% | – | – | 歷史 |
| SEICSEI Investments Co | COM | 4,137 | $25.2 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 2,854 | $25.0 萬 | 0.2% | – | – | – |
| CERNCERNER Corp | COM | 3,446 | $24.8 萬 | 0.2% | – | – | 歷史 |