Sightline Wealth Advisors, LLC
- SEC CIK
- 0001841979
- 最新申報
- 2026/7/22
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/10 申報。只含多頭部位。
- 持股檔數
- 52
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.08 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 |
|---|---|---|---|---|---|---|---|
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 130,181 | $1,847 萬 | 17.1% | – | – | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 155,172 | $1,554 萬 | 14.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 221,225 | $833.4 萬 | 7.7% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 104,312 | $779.1 萬 | 7.2% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 67,995 | $680.4 萬 | 6.3% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 185,220 | $589.1 萬 | 5.4% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 14,400 | $573.9 萬 | 5.3% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 58,964 | $414.8 萬 | 3.8% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 15,974 | $354.6 萬 | 3.3% | – | – | – |
| PFNPIMCO Income Strategy Fund II | COM | 339,759 | $348.9 萬 | 3.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,816 | $310.3 萬 | 2.9% | – | – | 歷史 |
| Ssga Active ETF Tr78467V608 | ST STR BL LN ETF | 48,813 | $223.4 萬 | 2.1% | – | – | – |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 38,189 | $155.5 萬 | 1.4% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 11,773 | $141.8 萬 | 1.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,031 | $129.0 萬 | 1.2% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 4,867 | $109.2 萬 | 1.0% | – | – | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 18,643 | $94.7 萬 | 0.9% | – | – | – |
| Global X FDS37950E127 | REIT ETF | 93,198 | $89.2 萬 | 0.8% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,871 | $85.9 萬 | 0.8% | – | – | – |
| ETF Ser Solutions26922A289 | DEFIANCE CONNECT | 22,509 | $79.5 萬 | 0.7% | – | – | – |
| Kraneshares Trust500767306 | CSI CHI INTERNET | 10,373 | $79.3 萬 | 0.7% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 13,996 | $74.9 萬 | 0.7% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 13,638 | $70.0 萬 | 0.6% | – | – | – |
| VMMDelaware Investments Minnesota Municipal Income Fund II, Inc | COM | 52,474 | $69.2 萬 | 0.6% | – | – | 歷史 |
| Schwab US Aggregate Bond ETF808524839 | ETF | 12,701 | $68.5 萬 | 0.6% | – | – | – |
| SPDR78464A425 | ETF | 13,808 | $68.4 萬 | 0.6% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 11,162 | $67.8 萬 | 0.6% | – | – | – |
| SABASaba Capital Income & Opportunities Fund II | COM | 121,148 | $64.3 萬 | 0.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,585 | $61.4 萬 | 0.6% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 5,698 | $60.6 萬 | 0.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 10,986 | $57.3 萬 | 0.5% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 6,235 | $55.6 萬 | 0.5% | – | – | – |
| PFEPfizer Inc | Stock | 15,133 | $54.9 萬 | 0.5% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 12,257 | $52.1 萬 | 0.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 10,395 | $51.1 萬 | 0.5% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 1,932 | $46.0 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,855 | $45.2 萬 | 0.4% | – | – | – |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 1,941 | $42.5 萬 | 0.4% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 4,112 | $39.8 萬 | 0.4% | – | – | – |
| iShares Tr464289859 | CORE 80 20 ETF | 5,325 | $35.7 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 4,292 | $32.6 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,434 | $32.0 萬 | 0.3% | – | – | – |
| iShares Tr464288711 | GLOB UTILITS ETF | 5,101 | $30.9 萬 | 0.3% | – | – | – |
| CCitigroup Inc | Stock | 3,506 | $25.6 萬 | 0.2% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 1,682 | $25.6 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 3,879 | $23.0 萬 | 0.2% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 3,529 | $20.2 萬 | 0.2% | – | – | – |
| NUVNuveen Municipal Value Fund Inc | COM | 17,082 | $19.0 萬 | 0.2% | – | – | 歷史 |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 11,418 | $16.9 萬 | 0.2% | – | – | 歷史 |
| NIMNuveen Select Maturities Municipal Fund | SH BEN INT | 12,300 | $13.2 萬 | 0.1% | – | – | 歷史 |
| MHIPioneer Municipal High Income Fund, Inc. | COM SHS | 10,351 | $12.9 萬 | 0.1% | – | – | 歷史 |
| AMRNAmarin Corp PLC | SPONS ADR NEW | 11,700 | $7.30 萬 | 0.1% | – | – | 歷史 |