Goepper Burkhardt LLC
- SEC CIK
- 0001844142
- 最新申報
- 2026/8/10
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/11 申報。只含多頭部位。
- 持股檔數
- 63
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.47 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 | 194,534 | $1,881 萬 | 12.8% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 117,246 | $1,725 萬 | 11.7% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 130,692 | $1,696 萬 | 11.5% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 175,099 | $1,143 萬 | 7.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 37,477 | $804.2 萬 | 5.5% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 29,240 | $668.9 萬 | 4.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 46,253 | $623.8 萬 | 4.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 277,996 | $601.6 萬 | 4.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 268,367 | $584.2 萬 | 4.0% | – | – | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 274,405 | $579.8 萬 | 3.9% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 250,405 | $555.1 萬 | 3.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 210,880 | $467.1 萬 | 3.2% | – | – | – |
| AAPLApple Inc. | Stock | 32,219 | $393.6 萬 | 2.7% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 88,500 | $188.6 萬 | 1.3% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 22,930 | $170.7 萬 | 1.2% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 19,059 | $139.0 萬 | 0.9% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 3,527 | $131.2 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 5,399 | $127.3 萬 | 0.9% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 22,605 | $119.2 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 4,179 | $114.8 萬 | 0.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 4,484 | $114.6 萬 | 0.8% | – | – | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 2,701 | $107.5 萬 | 0.7% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 26,067 | $98.1 萬 | 0.7% | – | – | – |
| JNJJohnson & Johnson | Stock | 5,482 | $90.1 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 3,390 | $82.3 萬 | 0.6% | – | – | 歷史 |
| AFLAflac Inc | Stock | 15,331 | $78.5 萬 | 0.5% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 36,000 | $77.8 萬 | 0.5% | – | – | – |
| PEPPepsiCo Inc | Stock | 5,460 | $77.2 萬 | 0.5% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 2,518 | $76.9 萬 | 0.5% | – | – | 歷史 |
| HXLHexcel Corp | COM | 12,461 | $69.8 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 4,824 | $65.3 萬 | 0.4% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 6,015 | $58.1 萬 | 0.4% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 2,260 | $52.4 萬 | 0.4% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,230 | $48.7 萬 | 0.3% | – | – | 歷史 |
| SYKStryker Corp | Stock | 1,950 | $47.5 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 3,951 | $47.3 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,325 | $42.9 萬 | 0.3% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,096 | $40.8 萬 | 0.3% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 4,091 | $39.3 萬 | 0.3% | – | – | – |
| CLColgate Palmolive Co | Stock | 4,766 | $37.6 萬 | 0.3% | – | – | 歷史 |
| SYYSysco Corp | Stock | 4,755 | $37.4 萬 | 0.3% | – | – | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,695 | $35.8 萬 | 0.2% | – | – | – |
| ELEstee Lauder Companies Inc | CL A | 1,202 | $35.0 萬 | 0.2% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 510 | $34.1 萬 | 0.2% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,050 | $33.0 萬 | 0.2% | – | – | 歷史 |
| TFCTruist Financial Corp | COM | 5,451 | $31.8 萬 | 0.2% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,265 | $31.5 萬 | 0.2% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 1,000 | $31.5 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,000 | $29.5 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 5,180 | $28.9 萬 | 0.2% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 92 | $28.5 萬 | 0.2% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,754 | $26.7 萬 | 0.2% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,520 | $26.6 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,935 | $26.3 萬 | 0.2% | – | – | 歷史 |
| ENBEnbridge Inc | Stock | 7,040 | $25.6 萬 | 0.2% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,272 | $25.2 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 6,890 | $25.0 萬 | 0.2% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 771 | $24.6 萬 | 0.2% | – | – | – |
| INTCIntel Corp | Stock | 3,600 | $23.0 萬 | 0.2% | – | – | 歷史 |
| EPDEnterprise Products Partners L.P. | Stock | 9,850 | $21.7 萬 | 0.1% | – | – | 歷史 |
| SWKStanley Black & Decker, Inc. | COM | 1,080 | $21.6 萬 | 0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 288 | $21.3 萬 | 0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 2,450 | $20.9 萬 | 0.1% | – | – | 歷史 |