Hoese & Co LLP
- SEC CIK
- 0001840268
- 最新申報
- 2026/7/14
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/3 申報。只含多頭部位。
- 持股檔數
- 100
- 2020 年第 4 季沒有 13F 資料
- 總值
- $8,099 萬
- 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 Core S&P 500 ETF464287200 | ETF | 40,665 | $1,618 萬 | 20.0% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,713 | $1,019 萬 | 12.6% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 19,805 | $721.5 萬 | 8.9% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 90,008 | $485.6 萬 | 6.0% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 9 | $347.1 萬 | 4.3% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,388 | $318.1 萬 | 3.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 16,820 | $247.4 萬 | 3.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 42,475 | $205.0 萬 | 2.5% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 8,287 | $201.5 萬 | 2.5% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 26,840 | $185.7 萬 | 2.3% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 14,655 | $178.5 萬 | 2.2% | – | – | – |
| MDTMedtronic plc | Stock | 13,233 | $156.3 萬 | 1.9% | – | – | 歷史 |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 11,451 | $148.6 萬 | 1.8% | – | – | – |
| HONHoneywell International Inc | COM | 6,734 | $146.2 萬 | 1.8% | – | – | 歷史 |
| DEDeere & Co | Stock | 3,600 | $134.7 萬 | 1.7% | – | – | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 25,725 | $114.0 萬 | 1.4% | – | – | – |
| DISWalt Disney Co | Stock | 5,980 | $110.3 萬 | 1.4% | – | – | 歷史 |
| GISGeneral Mills Inc | Stock | 17,706 | $108.5 萬 | 1.3% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 7,046 | $95.5 萬 | 1.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 297 | $91.9 萬 | 1.1% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 5,764 | $87.4 萬 | 1.1% | – | – | – |
| VVisa Inc. | Stock | 3,837 | $81.2 萬 | 1.0% | – | – | 歷史 |
| MMM3M Co | Stock | 4,150 | $79.9 萬 | 1.0% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,040 | $67.0 萬 | 0.8% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,425 | $63.1 萬 | 0.8% | – | – | – |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 3,346 | $59.0 萬 | 0.7% | – | – | – |
| BACBank of America Corp | Stock | 13,986 | $54.1 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,179 | $51.4 萬 | 0.6% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 4,215 | $48.1 萬 | 0.6% | – | – | – |
| DDominion Energy, Inc | Stock | 6,315 | $48.0 萬 | 0.6% | – | – | 歷史 |
| ACNAccenture plc | Stock | 1,700 | $46.9 萬 | 0.6% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 886 | $42.1 萬 | 0.5% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 11,576 | $41.9 萬 | 0.5% | – | – | 歷史 |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 870 | $41.4 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 1,490 | $38.3 萬 | 0.5% | – | – | – |
| PPGPPG Industries Inc | Stock | 2,184 | $32.8 萬 | 0.4% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,170 | $30.3 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,005 | $28.4 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 1,719 | $28.3 萬 | 0.3% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 902 | $27.5 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,583 | $24.1 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 976 | $21.5 萬 | 0.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 1,282 | $21.1 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,411 | $18.7 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 750 | $17.4 萬 | 0.2% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 1,393 | $16.7 萬 | 0.2% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 4,212 | $16.5 萬 | 0.2% | – | – | 歷史 |
| SYYSysco Corp | Stock | 2,048 | $16.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 700 | $15.5 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,004 | $15.2 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 2,670 | $14.9 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 1,600 | $14.4 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 1,007 | $13.5 萬 | 0.2% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 574 | $12.3 萬 | 0.2% | – | – | 歷史 |
| ROKRockwell Automation, Inc | Stock | 416 | $11.0 萬 | 0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 926 | $10.8 萬 | 0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,380 | $10.8 萬 | 0.1% | – | – | – |
| NKENIKE, Inc. | Stock | 800 | $10.6 萬 | 0.1% | – | – | 歷史 |
| BPBP PLC | ADR | 4,040 | $9.80 萬 | 0.1% | – | – | 歷史 |
| NUENucor Corp | COM | 1,200 | $9.60 萬 | 0.1% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 418 | $9.40 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 2,998 | $9.10 萬 | 0.1% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 1,250 | $8.80 萬 | 0.1% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 350 | $8.70 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 1,086 | $8.40 萬 | 0.1% | – | – | 歷史 |
| MFCManulife Financial Corp | COM | 3,792 | $8.20 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 1,364 | $8.00 萬 | 0.1% | – | – | 歷史 |
| CSXCSX Corp | Stock | 800 | $7.70 萬 | 0.1% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 1,396 | $7.70 萬 | 0.1% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 200 | $7.60 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 634 | $6.60 萬 | 0.1% | – | – | 歷史 |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 990 | $6.30 萬 | 0.1% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 800 | $6.00 萬 | 0.1% | – | – | – |
| XELXcel Energy Inc | Stock | 836 | $5.60 萬 | 0.1% | – | – | 歷史 |
| FISVFiserv Inc | Stock | 460 | $5.50 萬 | 0.1% | – | – | 歷史 |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 3,500 | $4.70 萬 | 0.1% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 240 | $4.50 萬 | 0.1% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 800 | $4.20 萬 | 0.1% | – | – | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 333 | $3.90 萬 | <0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 450 | $3.80 萬 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 200 | $3.00 萬 | <0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 147 | $2.80 萬 | <0.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 200 | $2.40 萬 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 200 | $2.40 萬 | <0.1% | – | – | 歷史 |
| PRLBProto Labs Inc | COM | 200 | $2.40 萬 | <0.1% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 63 | $2.30 萬 | <0.1% | – | – | 歷史 |
| TTCToro Co | COM | 192 | $2.00 萬 | <0.1% | – | – | 歷史 |
| SNYSanofi | SPONSORED ADR | 400 | $2.00 萬 | <0.1% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 200 | $1.80 萬 | <0.1% | – | – | – |
| BEPCBrookfield Renewable Corp | CL A SUB VTG | 384 | $1.80 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 32 | $1.70 萬 | <0.1% | – | – | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 271 | $1.70 萬 | <0.1% | – | – | 歷史 |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 80 | $1.30 萬 | <0.1% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 16 | $1.20 萬 | <0.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 134 | $9,000 | <0.1% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 250 | $9,000 | <0.1% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 48 | $8,000 | <0.1% | – | – | 歷史 |
| ALCAlcon Inc | Stock | 90 | $6,000 | <0.1% | – | – | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 100 | $6,000 | <0.1% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 24 | $5,000 | <0.1% | – | – | 歷史 |