Wealth Dimensions Group, Ltd.
- SEC CIK
- 0001846462
- 最新申報
- 2026/7/22
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/13 申報。只含多頭部位。
- 持股檔數
- 118
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.29 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 |
|---|---|---|---|---|---|---|---|
| NKENIKE, Inc. | Stock | 1,806 | $24.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,616 | $23.8 萬 | 0.2% | – | – | – |
| EXCExelon Corp | Stock | 5,424 | $23.7 萬 | 0.2% | – | – | 歷史 |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 9,800 | $23.5 萬 | 0.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 1,791 | $22.5 萬 | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 5,806 | $22.3 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,171 | $21.7 萬 | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 1,545 | $21.5 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 3,910 | $21.4 萬 | 0.2% | – | – | – |
| VVisa Inc. | Stock | 999 | $21.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 2,498 | $21.2 萬 | 0.2% | – | – | – |
| ORCLOracle Corp | Stock | 2,902 | $20.4 萬 | 0.2% | – | – | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,460 | $20.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 3,353 | $20.3 萬 | 0.2% | – | – | – |
| Nuveen Select Tax Free Incom67063C106 | SH BEN INT | 12,100 | $19.5 萬 | 0.2% | – | – | – |
| BXMXNuveen S&P 500 BuyWrite Income Fund | COM | 13,573 | $18.3 萬 | 0.1% | – | – | 歷史 |
| SPESpecial Opportunities Fund, Inc. | COM | 10,736 | $15.7 萬 | 0.1% | – | – | 歷史 |
| MUXMcEwen Inc. | COM | 10,000 | $1.00 萬 | <0.1% | – | – | 歷史 |