Marshall Financial Group LLC
- SEC CIK
- 0001841496
- 最新申報
- 2026/7/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/20 申報。只含多頭部位。
- 持股檔數
- 134
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.67 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 |
|---|---|---|---|---|---|---|---|
| Hartford FDS Exchange Traded41653L305 | TOTAL RTRN ETF | 329,384 | $1,325 萬 | 7.9% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 242,301 | $1,278 萬 | 7.6% | – | – | – |
| AAPLApple Inc. | Stock | 48,950 | $597.9 萬 | 3.6% | – | – | 歷史 |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 148,201 | $473.2 萬 | 2.8% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,894 | $461.1 萬 | 2.8% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 67,670 | $386.5 萬 | 2.3% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 68,302 | $385.3 萬 | 2.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 15,291 | $251.3 萬 | 1.5% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 16,166 | $216.0 萬 | 1.3% | – | – | 歷史 |
| MKCMcCormick & Co Inc | Stock | 23,541 | $209.9 萬 | 1.3% | – | – | 歷史 |
| SPGIS&P Global Inc. | Stock | 5,813 | $205.1 萬 | 1.2% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 8,523 | $200.9 萬 | 1.2% | – | – | 歷史 |
| LRCXLam Research Corp | COM | 3,139 | $186.8 萬 | 1.1% | – | – | 歷史 |
| Lattice Strategies Tr518416102 | HARTFORD MLT ETF | 62,262 | $184.9 萬 | 1.1% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 12,953 | $181.6 萬 | 1.1% | – | – | – |
| NVDANVIDIA Corp | Stock | 3,343 | $178.5 萬 | 1.1% | – | – | 歷史 |
| MAMastercard Inc | Stock | 4,899 | $174.4 萬 | 1.0% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 2,815 | $173.8 萬 | 1.0% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 5,878 | $173.1 萬 | 1.0% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 9,045 | $166.8 萬 | 1.0% | – | – | 歷史 |
| VVisa Inc. | Stock | 7,625 | $161.4 萬 | 1.0% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 8,476 | $160.2 萬 | 1.0% | – | – | 歷史 |
| BACBank of America Corp | Stock | 40,629 | $157.2 萬 | 0.9% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 7,032 | $155.0 萬 | 0.9% | – | – | 歷史 |
| TROWPrice T Rowe Group Inc | Stock | 8,961 | $153.8 萬 | 0.9% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 28,850 | $152.1 萬 | 0.9% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 20,832 | $151.9 萬 | 0.9% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 7,806 | $147.1 萬 | 0.9% | – | – | 歷史 |
| GRMNGarmin Ltd | SHS | 11,144 | $146.9 萬 | 0.9% | – | – | 歷史 |
| MXIMMaxim Integrated Products Inc | COM | 16,057 | $146.7 萬 | 0.9% | – | – | 歷史 |
| ANETArista Networks, Inc. | COM | 4,847 | $146.3 萬 | 0.9% | – | – | 歷史 |
| SCCOSouthern Copper Corp | Stock | 20,737 | $140.7 萬 | 0.8% | – | – | 歷史 |
| MCOMoodys Corp | Stock | 4,677 | $139.7 萬 | 0.8% | – | – | 歷史 |
| PAYXPaychex Inc | Stock | 14,198 | $139.2 萬 | 0.8% | – | – | 歷史 |
| CSXCSX Corp | Stock | 14,151 | $136.4 萬 | 0.8% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 7,248 | $135.4 萬 | 0.8% | – | – | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 71,807 | $134.4 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 20,739 | $132.7 萬 | 0.8% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 6,086 | $132.1 萬 | 0.8% | – | – | 歷史 |
| INTUIntuit Inc. | Stock | 3,438 | $131.7 萬 | 0.8% | – | – | 歷史 |
| APAMArtisan Partners Asset Management Inc. | CL A | 25,221 | $131.6 萬 | 0.8% | – | – | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 204,890 | $129.9 萬 | 0.8% | – | – | 歷史 |
| XLNXXilinx Inc | COM | 10,323 | $127.9 萬 | 0.8% | – | – | 歷史 |
| MNSTMonster Beverage Corp | COM | 13,894 | $126.6 萬 | 0.8% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 5,709 | $126.5 萬 | 0.8% | – | – | 歷史 |
| MTDMettler Toledo International Inc | COM | 1,058 | $122.3 萬 | 0.7% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 2,509 | $121.9 萬 | 0.7% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 2,532 | $120.4 萬 | 0.7% | – | – | 歷史 |
| RMDResmed Inc | COM | 6,167 | $119.7 萬 | 0.7% | – | – | 歷史 |
| CPCanadian Pacific Kansas City Ltd | COM | 3,157 | $119.7 萬 | 0.7% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 15,439 | $119.0 萬 | 0.7% | – | – | 歷史 |
| EAElectronic Arts Inc. | COM | 8,745 | $118.4 萬 | 0.7% | – | – | 歷史 |
| EBAYeBay Inc | COM | 19,099 | $117.0 萬 | 0.7% | – | – | 歷史 |
| FASTFastenal Co | Stock | 22,915 | $115.2 萬 | 0.7% | – | – | 歷史 |
| AONAon plc | CL A | 4,957 | $114.1 萬 | 0.7% | – | – | 歷史 |
| MKTXMarketaxess Holdings Inc | COM | 2,270 | $113.0 萬 | 0.7% | – | – | 歷史 |
| VEEVVeeva Systems Inc | Stock | 4,245 | $110.9 萬 | 0.7% | – | – | 歷史 |
| ZTSZoetis Inc. | Stock | 6,985 | $110.0 萬 | 0.7% | – | – | 歷史 |
| CLColgate Palmolive Co | Stock | 13,949 | $110.0 萬 | 0.7% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 4,836 | $109.6 萬 | 0.7% | – | – | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 6,178 | $109.2 萬 | 0.7% | – | – | 歷史 |
| CPAYCorpay, Inc. | COM | 4,036 | $108.4 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288208 | MRGSTR MD CP ETF | 4,171 | $104.9 萬 | 0.6% | – | – | – |
| NTESNetEase, Inc. | SPONSORED ADS | 10,128 | $104.6 萬 | 0.6% | – | – | 歷史 |
| BF.BBrown Forman Corp | Stock | 15,082 | $104.0 萬 | 0.6% | – | – | 歷史 |
| NDSNNordson Corp | COM | 5,192 | $103.2 萬 | 0.6% | – | – | 歷史 |
| CPRTCopart Inc | COM | 9,496 | $103.1 萬 | 0.6% | – | – | 歷史 |
| FDSFactset Research Systems Inc | Stock | 3,320 | $102.5 萬 | 0.6% | – | – | 歷史 |
| JKHYJack Henry & Associates Inc | Stock | 6,649 | $100.9 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G672 | S&P MDCP 400 REV | 11,572 | $99.6 萬 | 0.6% | – | – | – |
| NVONovo Nordisk A S | ADR | 14,628 | $98.6 萬 | 0.6% | – | – | 歷史 |
| CHDChurch & Dwight Co Inc | COM | 11,266 | $98.4 萬 | 0.6% | – | – | 歷史 |
| First Tr Dow Jones Select Mi33718M105 | COM SHS ANNUAL | 15,725 | $94.6 萬 | 0.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 283 | $87.6 萬 | 0.5% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E107 | EQUAL WEGT 0-30 | 15,150 | $79.3 萬 | 0.5% | – | – | – |
| SPDR Series Trust78468R887 | ST STR R2K LOWV | 6,836 | $76.2 萬 | 0.5% | – | – | – |
| VZVerizon Communications Inc | Stock | 12,979 | $75.5 萬 | 0.5% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 4,878 | $72.2 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,817 | $72.0 萬 | 0.4% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,324 | $70.9 萬 | 0.4% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 1,513 | $70.2 萬 | 0.4% | – | – | 歷史 |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 15,853 | $69.4 萬 | 0.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,736 | $68.8 萬 | 0.4% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 21,361 | $68.6 萬 | 0.4% | – | – | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 15,570 | $67.6 萬 | 0.4% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 4,396 | $66.9 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G664 | S&P SMALLCAP 600 | 5,682 | $64.7 萬 | 0.4% | – | – | – |
| PFEPfizer Inc | Stock | 17,672 | $64.0 萬 | 0.4% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 307 | $63.5 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138G698 | S&P 500 REVENUE | 9,115 | $63.4 萬 | 0.4% | – | – | – |
| TAT&T Inc. | Stock | 20,344 | $61.6 萬 | 0.4% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 10,213 | $59.0 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 4,095 | $55.5 萬 | 0.3% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 3,973 | $54.9 萬 | 0.3% | – | – | 歷史 |
| DGDollar General Corp | COM | 2,662 | $53.9 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 3,687 | $50.1 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 18,734 | $49.7 萬 | 0.3% | – | – | – |
| EXCExelon Corp | Stock | 11,322 | $49.5 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78463X434 | ST STR MSCI EAFE | 6,718 | $48.4 萬 | 0.3% | – | – | – |
| Vanguard S&P 500 Value ETF921932703 | ETF | 3,214 | $43.9 萬 | 0.3% | – | – | – |