Laurel Wealth Planning LLC
- SEC CIK
- 0001842010
- 最新申報
- 2026/7/30
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/6 申報。只含多頭部位。
- 持股檔數
- 133
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.09 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 Tr464288570 | ESG MSCI KLD ETF | 102,146 | $780.0 萬 | 7.1% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 58,358 | $732.4 萬 | 6.7% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 19,706 | $717.9 萬 | 6.6% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 87,276 | $568.3 萬 | 5.2% | – | – | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 128,271 | $552.0 萬 | 5.0% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,369 | $492.1 萬 | 4.5% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 42,488 | $461.1 萬 | 4.2% | – | – | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 127,747 | $451.7 萬 | 4.1% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 20,288 | $434.3 萬 | 4.0% | – | – | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 80,005 | $406.1 萬 | 3.7% | – | – | – |
| First Tr Exchange-Traded FD33734H106 | SHS | 105,542 | $400.8 萬 | 3.7% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 63,301 | $396.9 萬 | 3.6% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 46,662 | $354.2 萬 | 3.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 56,561 | $328.9 萬 | 3.0% | – | – | – |
| iShares Inc46434G509 | CUR HD MSCI EM | 93,778 | $302.4 萬 | 2.8% | – | – | – |
| GLDSPDR Gold Trust | ETF | 17,709 | $283.3 萬 | 2.6% | – | – | 歷史 |
| VanEck Morningstar Wide Moat ETF92189F643 | ETF | 40,406 | $279.9 萬 | 2.6% | – | – | – |
| Vanguard World FD921910725 | ESG INTL STK ETF | 40,935 | $251.2 萬 | 2.3% | – | – | – |
| Vanguard World FD921910733 | ESG US STK ETF | 33,069 | $243.9 萬 | 2.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,348 | $234.6 萬 | 2.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 39,788 | $195.4 萬 | 1.8% | – | – | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 23,037 | $174.0 萬 | 1.6% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 16,934 | $155.1 萬 | 1.4% | – | – | – |
| SPDR Series Trust78468R747 | ST STR MSCI GEN | 15,727 | $149.3 萬 | 1.4% | – | – | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 15,010 | $139.1 萬 | 1.3% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V563 | HIG YLD EQ DIV | 63,264 | $128.1 萬 | 1.2% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 28,434 | $123.1 萬 | 1.1% | – | – | – |
| iShares Tr464288802 | ESG OPTIMIZED | 12,173 | $106.9 萬 | 1.0% | – | – | – |
| Invesco Exch Traded FD Tr II46138E263 | S&P GBL WATER | 21,234 | $104.3 萬 | 1.0% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 11,210 | $101.9 萬 | 0.9% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 13,783 | $75.6 萬 | 0.7% | – | – | – |
| New York Life Investments Et45409B800 | MERGE ARBIT ETF | 18,072 | $59.5 萬 | 0.5% | – | – | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 2,435 | $57.2 萬 | 0.5% | – | – | – |
| ECLEcolab Inc. | Stock | 2,477 | $53.0 萬 | 0.5% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 7,306 | $52.5 萬 | 0.5% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 4,676 | $47.0 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 6,310 | $46.1 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V613 | RAFI US 1000 ETF | 2,671 | $40.5 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,526 | $33.8 萬 | 0.3% | – | – | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 5,353 | $31.0 萬 | 0.3% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 545 | $24.9 萬 | 0.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 1,950 | $23.8 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,574 | $23.0 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 8,471 | $22.7 萬 | 0.2% | – | – | – |
| ACNAccenture plc | Stock | 765 | $21.1 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 5,452 | $16.6 萬 | 0.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 687 | $16.2 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 2,339 | $16.1 萬 | 0.1% | – | – | – |
| SHWSherwin Williams Co | COM | 205 | $15.1 萬 | 0.1% | – | – | 歷史 |
| iShares Tr46434V647 | GLOBAL REIT ETF | 5,863 | $14.9 萬 | 0.1% | – | – | – |
| VVisa Inc. | Stock | 640 | $13.6 萬 | 0.1% | – | – | 歷史 |
| SYKStryker Corp | Stock | 510 | $12.4 萬 | 0.1% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 1,171 | $10.6 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 2,501 | $10.3 萬 | 0.1% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 767 | $9.30 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 557 | $9.20 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 1,100 | $8.60 萬 | 0.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 234 | $7.50 萬 | 0.1% | – | – | – |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 719 | $7.30 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 1,139 | $5.90 萬 | 0.1% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 147 | $5.80 萬 | 0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 430 | $5.80 萬 | 0.1% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 710 | $5.30 萬 | <0.1% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 426 | $4.90 萬 | <0.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 14 | $4.30 萬 | <0.1% | – | – | 歷史 |
| HUNHuntsman CORP | COM | 1,500 | $4.30 萬 | <0.1% | – | – | 歷史 |
| BTTBlackRock Municipal 2030 Target Term Trust | COM SHS BEN IN | 1,600 | $4.10 萬 | <0.1% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 132 | $4.00 萬 | <0.1% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 155 | $4.00 萬 | <0.1% | – | – | 歷史 |
| WisdomTree Tr97717X628 | FLOATNG RAT TREA | 1,539 | $3.90 萬 | <0.1% | – | – | – |
| MMM3M Co | Stock | 183 | $3.50 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46435U366 | SELF DRIVNG EV | 688 | $3.20 萬 | <0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 160 | $3.00 萬 | <0.1% | – | – | 歷史 |
| IRTCiRhythm Holdings, Inc. | COM | 190 | $2.60 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 309 | $2.20 萬 | <0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 57 | $2.10 萬 | <0.1% | – | – | 歷史 |
| SPSCSPS Commerce Inc | COM | 200 | $2.00 萬 | <0.1% | – | – | 歷史 |
| SOSouthern Co | Stock | 301 | $1.90 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 127 | $1.90 萬 | <0.1% | – | – | 歷史 |
| MMDNYLI MacKay DefinedTerm Muni Opportunities Fund | COM | 853 | $1.90 萬 | <0.1% | – | – | 歷史 |
| NVAXNovavax Inc | COM NEW | 99 | $1.80 萬 | <0.1% | – | – | 歷史 |
| RUSHARush Enterprises Inc | CL A | 337 | $1.70 萬 | <0.1% | – | – | 歷史 |
| JDJD.com, Inc. | SPON ADS CL A | 200 | $1.70 萬 | <0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 207 | $1.60 萬 | <0.1% | – | – | 歷史 |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 226 | $1.60 萬 | <0.1% | – | – | – |
| TGTTarget Corp | Stock | 80 | $1.60 萬 | <0.1% | – | – | 歷史 |
| RUSHBRush Enterprises Inc | CL B | 337 | $1.50 萬 | <0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 224 | $1.20 萬 | <0.1% | – | – | 歷史 |
| CTRECareTrust REIT, Inc. | COM | 500 | $1.20 萬 | <0.1% | – | – | 歷史 |
| MARMarriott International Inc | Stock | 76 | $1.10 萬 | <0.1% | – | – | 歷史 |
| CBSHCommerce Bancshares Inc | Stock | 138 | $1.10 萬 | <0.1% | – | – | 歷史 |
| RSGRepublic Services, Inc. | COM | 98 | $1.00 萬 | <0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 83 | $9,000 | <0.1% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 55 | $8,000 | <0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 86 | $7,000 | <0.1% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 57 | $7,000 | <0.1% | – | – | 歷史 |
| SMEDSharps Compliance Corp | COM | 500 | $7,000 | <0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 57 | $6,000 | <0.1% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 45 | $6,000 | <0.1% | – | – | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 42 | $6,000 | <0.1% | – | – | 歷史 |