Prosperity Planning, Inc.
- SEC CIK
- 0001843292
- 最新申報
- 2026/7/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/12 申報。只含多頭部位。
- 持股檔數
- 88
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.41 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 Tr46432F859 | CORE 1 5 YR USD | – | $2,013 萬 | 14.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 125,152 | $949.5 萬 | 6.7% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | – | $708.4 萬 | 5.0% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 48,968 | $691.6 萬 | 4.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 26,267 | $675.2 萬 | 4.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 44,008 | $593.5 萬 | 4.2% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 34,971 | $579.1 萬 | 4.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | – | $449.8 萬 | 3.2% | – | – | – |
| iShares Tr46429B333 | GNMA BOND ETF | – | $395.4 萬 | 2.8% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 60,483 | $376.2 萬 | 2.7% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | – | $354.6 萬 | 2.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 15,846 | $340.0 萬 | 2.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,301 | $329.0 萬 | 2.3% | – | – | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 128,682 | $325.4 萬 | 2.3% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | – | $316.4 萬 | 2.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | – | $260.7 萬 | 1.9% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 15,490 | $247.0 萬 | 1.8% | – | – | – |
| iShares Tr464288521 | CRE U S REIT ETF | 45,833 | $240.2 萬 | 1.7% | – | – | – |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 22,274 | $227.0 萬 | 1.6% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 31,006 | $222.7 萬 | 1.6% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 33,307 | $218.9 萬 | 1.6% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 7,940 | $218.1 萬 | 1.5% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 19,721 | $180.6 萬 | 1.3% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 11,821 | $179.2 萬 | 1.3% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 29,487 | $157.3 萬 | 1.1% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 20,449 | $147.7 萬 | 1.0% | – | – | – |
| AAPLApple Inc. | Stock | 11,760 | $143.6 萬 | 1.0% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 3,049 | $121.3 萬 | 0.9% | – | – | – |
| CBRECbre Group, Inc. | CL A | 15,307 | $121.1 萬 | 0.9% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | – | $119.4 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,521 | $115.5 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 4,805 | $114.0 萬 | 0.8% | – | – | – |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 110,641 | $113.0 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 8,054 | $105.9 萬 | 0.8% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,030 | $96.6 萬 | 0.7% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 15,426 | $86.0 萬 | 0.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 14,782 | $76.9 萬 | 0.5% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 2,543 | $76.5 萬 | 0.5% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | – | $75.3 萬 | 0.5% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 11,355 | $71.2 萬 | 0.5% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 10,527 | $68.5 萬 | 0.5% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 13,128 | $66.9 萬 | 0.5% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,805 | $61.8 萬 | 0.4% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 8,363 | $58.0 萬 | 0.4% | – | – | – |
| TYLTyler Technologies Inc | COM | 1,334 | $56.6 萬 | 0.4% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 6,839 | $53.6 萬 | 0.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 2,102 | $51.1 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,798 | $46.8 萬 | 0.3% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 2,071 | $45.8 萬 | 0.3% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | – | $45.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 2,358 | $43.7 萬 | 0.3% | – | – | – |
| NWLNewell Brands Inc. | Stock | 16,292 | $43.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46434V613 | CORE UNIVRSL USD | – | $36.2 萬 | 0.3% | – | – | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | – | $35.3 萬 | 0.3% | – | – | – |
| IDXXIDEXX Laboratories Inc | COM | 700 | $34.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 2,632 | $33.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,576 | $32.6 萬 | 0.2% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 10,757 | $32.2 萬 | 0.2% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 2,930 | $28.5 萬 | 0.2% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 2,618 | $28.4 萬 | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,666 | $26.9 萬 | 0.2% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 2,070 | $26.5 萬 | 0.2% | – | – | – |
| CEQPCrestwood Equity Partners LP | UNIT LTD PARTNER | 9,435 | $26.3 萬 | 0.2% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 5,946 | $25.8 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,161 | $25.7 萬 | 0.2% | – | – | – |
| ORealty Income Corp | REIT | 3,999 | $25.4 萬 | 0.2% | – | – | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 770 | $25.4 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI India ETF46429B598 | ETF | 5,858 | $24.7 萬 | 0.2% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 2,172 | $21.8 萬 | 0.2% | – | – | – |
| ICCCImmucell Corp | COM PAR | 15,000 | $14.5 萬 | 0.1% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | – | $14.3 萬 | 0.1% | – | – | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | – | $8.20 萬 | 0.1% | – | – | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | – | $8.00 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | – | $6.90 萬 | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | – | $6.90 萬 | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | – | $6.80 萬 | <0.1% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | – | $5.00 萬 | <0.1% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | – | $5.00 萬 | <0.1% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | – | $5.00 萬 | <0.1% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | – | $5.00 萬 | <0.1% | – | – | – |
| iShares Tr46434VBA7 | IBONDS DEC22 ETF | – | $5.00 萬 | <0.1% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | – | $5.00 萬 | <0.1% | – | – | – |
| iShares Tr46434VBK5 | IBONDS DEC21 ETF | – | $5.00 萬 | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | – | $4.00 萬 | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | – | $4.00 萬 | <0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | – | $3.00 萬 | <0.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | – | $1.90 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | – | $1.80 萬 | <0.1% | – | – | – |