Bond & Devick Financial Network, Inc.
- SEC CIK
- 0001843495
- 最新申報
- 2026/7/16
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/30 申報。只含多頭部位。
- 持股檔數
- 97
- 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 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Broad Market ETF808524102 | ETF | 82,686 | $799.7 萬 | 7.4% | – | – | – |
| ACNAccenture plc | Stock | 28,756 | $794.4 萬 | 7.3% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 102,523 | $778.1 萬 | 7.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 27,838 | $596.0 萬 | 5.5% | – | – | – |
| Schwab US Aggregate Bond ETF808524839 | ETF | 97,898 | $528.2 萬 | 4.9% | – | – | – |
| NDSNNordson Corp | COM | 21,142 | $420.0 萬 | 3.9% | – | – | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 9,912 | $368.8 萬 | 3.4% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 14,490 | $341.6 萬 | 3.2% | – | – | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 83,513 | $314.2 萬 | 2.9% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 50,355 | $258.4 萬 | 2.4% | – | – | – |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 32,553 | $228.8 萬 | 2.1% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 5 | $192.9 萬 | 1.8% | – | – | 歷史 |
| CMICummins Inc | Stock | 7,307 | $189.3 萬 | 1.8% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 799 | $164.8 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464288802 | ESG OPTIMIZED | 18,570 | $163.1 萬 | 1.5% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 18,731 | $136.7 萬 | 1.3% | – | – | – |
| DISWalt Disney Co | Stock | 7,073 | $130.5 萬 | 1.2% | – | – | 歷史 |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,938 | $120.3 萬 | 1.1% | – | – | – |
| AAPLApple Inc. | Stock | 9,535 | $116.5 萬 | 1.1% | – | – | 歷史 |
| INTCIntel Corp | Stock | 17,927 | $114.7 萬 | 1.1% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 17,888 | $113.0 萬 | 1.0% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 9,680 | $112.3 萬 | 1.0% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 4,970 | $109.8 萬 | 1.0% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 24,854 | $108.8 萬 | 1.0% | – | – | – |
| XELXcel Energy Inc | Stock | 16,347 | $108.7 萬 | 1.0% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,040 | $106.8 萬 | 1.0% | – | – | 歷史 |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 31,518 | $100.2 萬 | 0.9% | – | – | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 12,902 | $98.5 萬 | 0.9% | – | – | – |
| PGProcter & Gamble Co | Stock | 7,261 | $98.3 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,354 | $93.6 萬 | 0.9% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,619 | $92.3 萬 | 0.9% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 6,645 | $88.3 萬 | 0.8% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 20,396 | $88.3 萬 | 0.8% | – | – | – |
| iShares Inc464286525 | MSCI GBL MIN VOL | 8,357 | $82.5 萬 | 0.8% | – | – | – |
| GISGeneral Mills Inc | Stock | 13,286 | $81.5 萬 | 0.8% | – | – | 歷史 |
| CVSCVS Health Corp | Stock | 10,476 | $78.8 萬 | 0.7% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 7,105 | $70.8 萬 | 0.7% | – | – | – |
| IBMInternational Business Machines Corp | Stock | 5,263 | $70.1 萬 | 0.6% | – | – | 歷史 |
| TGTTarget Corp | Stock | 3,439 | $68.1 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 12,845 | $67.7 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287762 | US HLTHCARE ETF | 2,668 | $67.4 萬 | 0.6% | – | – | – |
| MDTMedtronic plc | Stock | 5,691 | $67.2 萬 | 0.6% | – | – | 歷史 |
| NVONovo Nordisk A S | ADR | 9,609 | $64.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46434V464 | LOW CA OP MS ETF | 4,072 | $63.6 萬 | 0.6% | – | – | – |
| ULUnilever PLC | SPON ADR NEW | 11,383 | $63.6 萬 | 0.6% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 4,319 | $61.1 萬 | 0.6% | – | – | 歷史 |
| CMCSAComcast Corp | Stock | 11,000 | $59.5 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 5,689 | $54.0 萬 | 0.5% | – | – | – |
| AMGNAmgen Inc | Stock | 2,165 | $53.9 萬 | 0.5% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V506 | DIVID ACHIEVEV | 15,100 | $52.2 萬 | 0.5% | – | – | – |
| HPQHP Inc | Stock | 16,062 | $51.0 萬 | 0.5% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 2,337 | $50.7 萬 | 0.5% | – | – | 歷史 |
| BACBank of America Corp | Stock | 12,505 | $48.4 萬 | 0.4% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 4,055 | $47.9 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 6,151 | $46.7 萬 | 0.4% | – | – | – |
| USBUS Bancorp DE | COM NEW | 7,993 | $44.2 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46435U663 | ESG AWARE MSCI | 11,405 | $44.0 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 6,728 | $43.9 萬 | 0.4% | – | – | – |
| SYKStryker Corp | Stock | 1,775 | $43.2 萬 | 0.4% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 880 | $42.8 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287150 | CORE S&P TTL STK | 4,654 | $42.6 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,664 | $42.5 萬 | 0.4% | – | – | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 17,148 | $41.7 萬 | 0.4% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 3,140 | $40.8 萬 | 0.4% | – | – | – |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 13,220 | $40.7 萬 | 0.4% | – | – | – |
| INTUIntuit Inc. | Stock | 1,057 | $40.5 萬 | 0.4% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 3,010 | $40.2 萬 | 0.4% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,690 | $38.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287325 | GLOB HLTHCRE ETF | 4,909 | $37.8 萬 | 0.3% | – | – | – |
| MMM3M Co | Stock | 1,941 | $37.4 萬 | 0.3% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 750 | $35.7 萬 | 0.3% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,303 | $35.1 萬 | 0.3% | – | – | 歷史 |
| ECLEcolab Inc. | Stock | 1,595 | $34.1 萬 | 0.3% | – | – | 歷史 |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 6,239 | $34.1 萬 | 0.3% | – | – | – |
| ABBNYABB Ltd | SPONSORED ADR | 10,860 | $33.1 萬 | 0.3% | – | – | 歷史 |
| WMWaste Management Inc | Stock | 2,500 | $32.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287788 | U.S. FINLS ETF | 4,235 | $31.7 萬 | 0.3% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 4,256 | $31.0 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,185 | $30.9 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 11,344 | $29.5 萬 | 0.3% | – | – | – |
| DEDeere & Co | Stock | 787 | $29.4 萬 | 0.3% | – | – | 歷史 |
| SPDR Index Shs FDS78470E106 | ST STR MSCI EAFE | 3,566 | $28.6 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 7,526 | $27.3 萬 | 0.3% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 3,319 | $27.3 萬 | 0.3% | – | – | – |
| LDOSLeidos Holdings, Inc. | COM | 2,795 | $26.9 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 80 | $24.8 萬 | 0.2% | – | – | 歷史 |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 4,384 | $24.7 萬 | 0.2% | – | – | – |
| HASIHA Sustainable Infrastructure Capital, Inc. | COM | 4,330 | $24.3 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,462 | $24.0 萬 | 0.2% | – | – | – |
| SAICScience Applications International Corp | COM | 2,868 | $24.0 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 3,974 | $23.1 萬 | 0.2% | – | – | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,615 | $22.9 萬 | 0.2% | – | – | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 6,321 | $22.9 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 629 | $22.2 萬 | 0.2% | – | – | 歷史 |
| BIDUBaidu, Inc. | ADR | 1,000 | $21.8 萬 | 0.2% | – | – | 歷史 |
| SAPSAP SE | ADR | 1,770 | $21.7 萬 | 0.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 1,534 | $21.2 萬 | 0.2% | – | – | 歷史 |