Planned Solutions, Inc.
- SEC CIK
- 0001831332
- 最新申報
- 2026/7/13
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/29 申報。只含多頭部位。
- 持股檔數
- 60
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.28 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 |
|---|---|---|---|---|---|---|---|
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 284,785 | $1,973 萬 | 15.4% | – | – | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 343,843 | $1,777 萬 | 13.9% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 89,700 | $1,443 萬 | 11.3% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 126,472 | $1,159 萬 | 9.0% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 203,752 | $1,046 萬 | 8.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 141,500 | $858.6 萬 | 6.7% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 45,882 | $575.8 萬 | 4.5% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 61,762 | $445.0 萬 | 3.5% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 35,728 | $356.1 萬 | 2.8% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 26,873 | $273.9 萬 | 2.1% | – | – | – |
| iShares Inc464286343 | US PWR INFRA ETF | 135,299 | $212.4 萬 | 1.7% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 9,015 | $199.7 萬 | 1.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 15,145 | $185.0 萬 | 1.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 6,245 | $138.0 萬 | 1.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 11,134 | $127.0 萬 | 1.0% | – | – | – |
| iShares Tr464287713 | US TELECOM ETF | 35,920 | $116.1 萬 | 0.9% | – | – | – |
| LLYEli Lilly & Co | Stock | 5,205 | $97.2 萬 | 0.8% | – | – | 歷史 |
| iShares Tr46429B333 | GNMA BOND ETF | 17,493 | $88.0 萬 | 0.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,512 | $82.8 萬 | 0.6% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 8,101 | $78.3 萬 | 0.6% | – | – | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 24,401 | $76.8 萬 | 0.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 2,979 | $66.8 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,884 | $64.4 萬 | 0.5% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 15,711 | $59.1 萬 | 0.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,143 | $58.5 萬 | 0.5% | – | – | – |
| JNJJohnson & Johnson | Stock | 3,476 | $57.1 萬 | 0.4% | – | – | 歷史 |
| INTCIntel Corp | Stock | 8,473 | $54.2 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,811 | $53.3 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,988 | $50.8 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,941 | $50.5 萬 | 0.4% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 3,810 | $49.5 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,547 | $48.0 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 5,884 | $46.1 萬 | 0.4% | – | – | – |
| VZVerizon Communications Inc | Stock | 7,874 | $45.8 萬 | 0.4% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 3,183 | $45.0 萬 | 0.4% | – | – | – |
| iShares Tr46434V282 | U S EQUITY FACTR | 10,665 | $43.3 萬 | 0.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,308 | $41.7 萬 | 0.3% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,761 | $39.3 萬 | 0.3% | – | – | – |
| GOOGAlphabet Inc. | Stock | 184 | $38.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,851 | $37.5 萬 | 0.3% | – | – | – |
| ADBEAdobe Inc. | Stock | 784 | $37.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,341 | $34.4 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,470 | $33.6 萬 | 0.3% | – | – | 歷史 |
| VTRVentas, Inc. | REIT | 5,977 | $31.9 萬 | 0.2% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 832 | $31.9 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 870 | $30.7 萬 | 0.2% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 5,700 | $29.2 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,888 | $28.7 萬 | 0.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 870 | $28.4 萬 | 0.2% | – | – | 歷史 |
| BACBank of America Corp | Stock | 7,237 | $28.0 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46432F388 | MSCI USA VALUE | 2,709 | $27.8 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 3,393 | $26.2 萬 | 0.2% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,538 | $25.8 萬 | 0.2% | – | – | – |
| CVXChevron Corp | Stock | 2,433 | $25.5 萬 | 0.2% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 618 | $24.9 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,284 | $22.2 萬 | 0.2% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,192 | $21.4 萬 | 0.2% | – | – | – |
| MSMorgan Stanley | Stock | 2,757 | $21.4 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 537 | $21.3 萬 | 0.2% | – | – | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 2,793 | $20.0 萬 | 0.2% | – | – | 歷史 |