Intelligence Driven Advisers, LLC
- SEC CIK
- 0001819955
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/13 申報。只含多頭部位。
- 持股檔數
- 72
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.46 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 |
|---|---|---|---|---|---|---|---|
| iShares Tr464288885 | EAFE GRWTH ETF | 329,005 | $3,305 萬 | 7.4% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 475,092 | $3,287 萬 | 7.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 79,444 | $3,161 萬 | 7.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 240,183 | $3,124 萬 | 7.0% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 237,026 | $2,887 萬 | 6.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 198,006 | $2,603 萬 | 5.8% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 940,202 | $2,462 萬 | 5.5% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 129,111 | $2,077 萬 | 4.7% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 244,793 | $2,020 萬 | 4.5% | – | – | – |
| iShares U.S. Medical Devices ETF464288810 | ETF | 46,100 | $1,523 萬 | 3.4% | – | – | – |
| J P Morgan Exchange-Traded F46641Q613 | US AGGREGATE | 452,922 | $1,216 萬 | 2.7% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 124,639 | $1,205 萬 | 2.7% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 134,101 | $1,169 萬 | 2.6% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 31,061 | $1,132 萬 | 2.5% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 85,963 | $1,117 萬 | 2.5% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 213,320 | $1,083 萬 | 2.4% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 148,192 | $1,068 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 47,212 | $1,011 萬 | 2.3% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 66,305 | $898.1 萬 | 2.0% | – | – | – |
| AAPLApple Inc. | Stock | 70,756 | $864.3 萬 | 1.9% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 159,067 | $688.9 萬 | 1.5% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 23,425 | $555.7 萬 | 1.2% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 114,658 | $431.3 萬 | 1.0% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 12,043 | $370.6 萬 | 0.8% | – | – | – |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 30,397 | $332.7 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 14,940 | $330.7 萬 | 0.7% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 54,140 | $296.0 萬 | 0.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 20,767 | $293.3 萬 | 0.7% | – | – | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 77,432 | $292.1 萬 | 0.7% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 49,864 | $290.0 萬 | 0.7% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 52,006 | $277.6 萬 | 0.6% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 32,373 | $266.1 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 52,109 | $266.1 萬 | 0.6% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 50,622 | $257.1 萬 | 0.6% | – | – | – |
| iShares Tr46434V449 | MSCI INTL MOMENT | 67,306 | $253.1 萬 | 0.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,668 | $195.9 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 38,815 | $177.8 萬 | 0.4% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 22,516 | $110.6 萬 | 0.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 11,711 | $107.6 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E339 | S&P 500 MOMNTM | 18,579 | $98.5 萬 | 0.2% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 8,467 | $96.4 萬 | 0.2% | – | – | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 17,181 | $81.1 萬 | 0.2% | – | – | – |
| Vanguard Scottsdale FDS92206C573 | TOTAL CORP BND | 8,278 | $74.0 萬 | 0.2% | – | – | – |
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 13,890 | $69.7 萬 | 0.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 7,509 | $68.8 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A664 | ST LON TREAS ETF | 17,013 | $66.3 萬 | 0.1% | – | – | – |
| ACNAccenture plc | Stock | 2,221 | $61.4 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,461 | $57.9 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G433 | MSCI USA SMCP MN | 15,418 | $56.8 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,675 | $53.4 萬 | 0.1% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 16,098 | $49.5 萬 | 0.1% | – | – | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 2,877 | $49.3 萬 | 0.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 2,038 | $48.0 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,772 | $46.1 萬 | 0.1% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 8,385 | $45.2 萬 | 0.1% | – | – | – |
| Vanguard Materials ETF92204A801 | ETF | 2,611 | $45.2 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 8,252 | $43.0 萬 | 0.1% | – | – | – |
| GOOGAlphabet Inc. | Stock | 207 | $42.8 萬 | 0.1% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,960 | $40.5 萬 | 0.1% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,312 | $40.0 萬 | 0.1% | – | – | 歷史 |
| MRNAModerna, Inc. | Stock | 2,842 | $37.2 萬 | 0.1% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,638 | $32.2 萬 | 0.1% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 3,920 | $32.1 萬 | 0.1% | – | – | – |
| JJSFJ&J Snack Foods Corp | COM | 1,924 | $30.2 萬 | 0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 95 | $29.4 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46435G474 | FALN ANGLS USD | 9,774 | $28.6 萬 | 0.1% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,418 | $28.1 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 2,505 | $23.3 萬 | 0.1% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,521 | $22.7 萬 | 0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 976 | $22.3 萬 | 0.1% | – | – | – |
| AFRMAffirm Holdings, Inc. | COM CL A | 3,000 | $21.2 萬 | <0.1% | – | – | 歷史 |
| AXAxos Financial, Inc. | COM | 4,421 | $20.8 萬 | <0.1% | – | – | 歷史 |