Cornerstone Wealth Advisors, Inc.
- SEC CIK
- 0001862176
- 最新申報
- 2026/7/17
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 37
- 2020 年第 4 季沒有 13F 資料
- 總值
- $2.65 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 Scottsdale FDS92206C102 | SHORT TERM TREAS | 1,095,492 | $6,740 萬 | 25.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 420,319 | $3,468 萬 | 13.1% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 182,284 | $2,366 萬 | 8.9% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 76,808 | $1,974 萬 | 7.5% | – | – | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 139,407 | $1,833 萬 | 6.9% | – | – | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 39,193 | $1,076 萬 | 4.1% | – | – | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 111,681 | $1,073 萬 | 4.0% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 162,732 | $1,062 萬 | 4.0% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 182,300 | $895.3 萬 | 3.4% | – | – | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 259,817 | $825.7 萬 | 3.1% | – | – | – |
| Schwab International Equity ETF808524805 | ETF | 186,099 | $700.1 萬 | 2.6% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 37,655 | $623.6 萬 | 2.4% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 23,618 | $574.0 萬 | 2.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 86,851 | $452.1 萬 | 1.7% | – | – | – |
| iShares Tr464287630 | RUS 2000 VAL ETF | 22,478 | $358.5 萬 | 1.4% | – | – | – |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 84,956 | $334.9 萬 | 1.3% | – | – | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 10,847 | $326.2 萬 | 1.2% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 21,177 | $320.9 萬 | 1.2% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 12,676 | $271.4 萬 | 1.0% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 13,935 | $178.9 萬 | 0.7% | – | – | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 28,511 | $160.8 萬 | 0.6% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 17,485 | $125.6 萬 | 0.5% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $115.7 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 4,390 | $112.2 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 10,578 | $105.4 萬 | 0.4% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,835 | $79.3 萬 | 0.3% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 10,813 | $57.7 萬 | 0.2% | – | – | – |
| AAPLApple Inc. | Stock | 4,058 | $49.6 萬 | 0.2% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 5,892 | $44.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 6,435 | $39.0 萬 | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 6,025 | $36.8 萬 | 0.1% | – | – | – |
| MMM3M Co | Stock | 1,725 | $33.2 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,000 | $26.0 萬 | 0.1% | – | – | – |
| WKWorkiva Inc | COM CL A | 2,735 | $24.1 萬 | 0.1% | – | – | 歷史 |
| TGTTarget Corp | Stock | 1,201 | $23.8 萬 | 0.1% | – | – | 歷史 |
| Macquarie Infrastructure Cor55608BAB1 | NOTE 2.000%10/0 | – | $4.00 萬 | <0.1% | – | – | – |
| Fireeye Inc31816QAD3 | NOTE 1.625% 6/0 | – | $3.50 萬 | <0.1% | – | – | – |