Everhart Financial Group, Inc.
- SEC CIK
- 0001852858
- 最新申報
- 2026/7/8
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/4/13 申報。只含多頭部位。
- 持股檔數
- 83
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.14 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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 87,027 | $1,799 萬 | 15.8% | – | – | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 85,453 | $826.4 萬 | 7.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 54,922 | $712.7 萬 | 6.3% | – | – | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 65,059 | $484.3 萬 | 4.2% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 35,114 | $461.6 萬 | 4.1% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 60,410 | $440.5 萬 | 3.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 15,960 | $410.3 萬 | 3.6% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 35,049 | $349.3 萬 | 3.1% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,781 | $311.0 萬 | 2.7% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 42,732 | $278.9 萬 | 2.4% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 12,250 | $262.9 萬 | 2.3% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,518 | $249.7 萬 | 2.2% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 8,870 | $243.6 萬 | 2.1% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 19,044 | $205.3 萬 | 1.8% | – | – | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 21,940 | $194.7 萬 | 1.7% | – | – | – |
| PGProcter & Gamble Co | Stock | 13,283 | $179.9 萬 | 1.6% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 12,903 | $174.0 萬 | 1.5% | – | – | – |
| AAPLApple Inc. | Stock | 13,850 | $169.2 萬 | 1.5% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 31,932 | $166.2 萬 | 1.5% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 31,417 | $154.3 萬 | 1.4% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 43,538 | $138.3 萬 | 1.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 9,068 | $138.1 萬 | 1.2% | – | – | 歷史 |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,868 | $137.1 萬 | 1.2% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 14,346 | $131.8 萬 | 1.2% | – | – | – |
| TTDTrade Desk, Inc. | Stock | 1,988 | $129.6 萬 | 1.1% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,391 | $123.6 萬 | 1.1% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 15,221 | $109.7 萬 | 1.0% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 10,836 | $104.0 萬 | 0.9% | – | – | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 15,765 | $98.0 萬 | 0.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 3,837 | $90.4 萬 | 0.8% | – | – | 歷史 |
| ROKURoku, Inc | COM CL A | 2,693 | $87.8 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,021 | $86.0 萬 | 0.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 11,737 | $81.2 萬 | 0.7% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 49,620 | $78.0 萬 | 0.7% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 3,406 | $75.4 萬 | 0.7% | – | – | – |
| Schwab Strategic Tr808524722 | 1000 INDEX ETF | 19,053 | $75.2 萬 | 0.7% | – | – | – |
| SHOPShopify Inc. | Stock | 678 | $75.0 萬 | 0.7% | – | – | 歷史 |
| CSXCSX Corp | Stock | 6,855 | $66.1 萬 | 0.6% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 198 | $61.2 萬 | 0.5% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 8,276 | $60.4 萬 | 0.5% | – | – | – |
| BACBank of America Corp | Stock | 14,543 | $56.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 10,115 | $55.3 萬 | 0.5% | – | – | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 6,718 | $55.1 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,363 | $54.0 萬 | 0.5% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,952 | $51.2 萬 | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 9,113 | $50.9 萬 | 0.4% | – | – | 歷史 |
| Schwab Fundamental International Equity ETF808524755 | ETF | 15,114 | $48.6 萬 | 0.4% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 5,223 | $47.8 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 8,206 | $47.7 萬 | 0.4% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 1,718 | $46.1 萬 | 0.4% | – | – | 歷史 |
| Vanguard Total Bond Market ETF921937835 | ETF | 5,344 | $45.3 萬 | 0.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,663 | $43.7 萬 | 0.4% | – | – | 歷史 |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 6,285 | $41.2 萬 | 0.4% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 10,702 | $40.3 萬 | 0.4% | – | – | – |
| USBUS Bancorp DE | COM NEW | 6,545 | $36.2 萬 | 0.3% | – | – | 歷史 |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 5,655 | $33.6 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 603 | $32.2 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,089 | $32.1 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,838 | $30.9 萬 | 0.3% | – | – | – |
| BABoeing Co | Stock | 1,158 | $29.4 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 2,044 | $29.0 萬 | 0.3% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 3,647 | $27.6 萬 | 0.2% | – | – | 歷史 |
| LUVSouthwest Airlines Co | COM | 4,375 | $26.7 萬 | 0.2% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,440 | $26.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 1,962 | $25.2 萬 | 0.2% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 2,130 | $25.2 萬 | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 374 | $24.9 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 1,824 | $24.7 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 8,063 | $24.4 萬 | 0.2% | – | – | 歷史 |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 6,301 | $23.6 萬 | 0.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E248 | S&P INTL DEV | 7,663 | $23.3 萬 | 0.2% | – | – | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 4,511 | $22.4 萬 | 0.2% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 5,429 | $22.3 萬 | 0.2% | – | – | – |
| ELVElevance Health, Inc. | Stock | 610 | $21.9 萬 | 0.2% | – | – | 歷史 |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 7,036 | $21.6 萬 | 0.2% | – | – | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 3,636 | $20.8 萬 | 0.2% | – | – | – |
| WENWendy's Co | Stock | 10,200 | $20.7 萬 | 0.2% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 1,107 | $20.5 萬 | 0.2% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 3,460 | $20.1 萬 | 0.2% | – | – | 歷史 |
| Vanguard World FD921910733 | ESG US STK ETF | 2,725 | $20.1 萬 | 0.2% | – | – | – |
| CURICuriosityStream Inc. | COM CL A | 11,855 | $16.1 萬 | 0.1% | – | – | 歷史 |
| ONDSOndas Inc. | COM NEW | 10,080 | $9.80 萬 | 0.1% | – | – | 歷史 |
| CFMSConformis Inc | COM | 10,000 | $1.00 萬 | <0.1% | – | – | 歷史 |