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Livermore
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Monolith Advisors

SEC CIK
0001904020
最新申報
2022/11/16

2022 年第 1 季持倉

持倉截至 2022/3/31，2022/5/17 申報。只含多頭部位，變化是跟 2021 年第 4 季比股數。

機構總覽
持股檔數
245
較 2021 年第 4 季 0
總值
$1.23 億
較 2021 年第 4 季 −$182.3 萬 (−1.5%)
申報日
2022/5/17
SEC
Monolith Advisors 在 2022 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Invesco Exchange Traded FD T46137V712DYNMC MKT ETF352$4.40 萬<0.1%00.0%不變–
Vanguard Mortgage-Backed Securities ETF92206C771ETF850$4.50 萬<0.1%00.0%不變–
CIVICivitas Resources, Inc.EQUITY US CM912$4.50 萬<0.1%00.0%不變歷史
NIONIO Inc.ADR1,476$4.70 萬<0.1%00.0%不變歷史
MASIMasimo CorpCOM161$4.70 萬<0.1%00.0%不變歷史
MDTMedtronic plcStock468$4.80 萬<0.1%00.0%不變歷史
KOFCoca Cola Femsa SAB de CVSPONS ADS REP878$4.80 萬<0.1%00.0%不變歷史
RIOTRiot Platforms, Inc.COM2,217$4.90 萬<0.1%00.0%不變歷史
PYPLPayPal Holdings, Inc.Stock264$5.00 萬<0.1%00.0%不變歷史
Vanguard Ftse Developed Markets ETF921943858ETF981$5.00 萬<0.1%00.0%不變–
MSMorgan StanleyStock517$5.10 萬<0.1%00.0%不變歷史
DVADavita Inc.COM452$5.10 萬<0.1%00.0%不變歷史
Vanguard High Dividend Yield Index ETF921946406ETF463$5.20 萬<0.1%00.0%不變–
USOICredit Suisse AGXLINK CRD ETN3710,204$5.30 萬<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock848$5.40 萬<0.1%00.0%不變歷史
AMDAdvanced Micro Devices IncStock377$5.40 萬<0.1%00.0%不變歷史
XYZBlock, Inc.CL A335$5.40 萬<0.1%00.0%不變歷史
SIVBSVB Financial GroupCOM80$5.40 萬<0.1%00.0%不變歷史
TXNTexas Instruments IncStock291$5.50 萬<0.1%00.0%不變歷史
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF413$5.50 萬<0.1%00.0%不變–
GOOGAlphabet Inc.Stock19$5.50 萬<0.1%00.0%不變歷史
DOCUDocuSign, Inc.Stock361$5.50 萬<0.1%00.0%不變歷史
KOCoca Cola CoStock947$5.60 萬<0.1%00.0%不變歷史
Vanguard Industrials ETF92204A603ETF274$5.60 萬<0.1%00.0%不變–
Vanguard Total Bond Market ETF921937835ETF662$5.60 萬<0.1%00.0%不變–
CATCaterpillar IncStock269$5.60 萬<0.1%00.0%不變歷史
iShares Tr464288885EAFE GRWTH ETF506$5.60 萬<0.1%00.0%不變–
RBLXRoblox CorpStock564$5.80 萬<0.1%00.0%不變歷史
PMPhilip Morris International Inc.Stock606$5.80 萬<0.1%00.0%不變歷史
TSMTaiwan Semiconductor Manufacturing Co LtdADR493$5.90 萬<0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock374$5.90 萬<0.1%00.0%不變歷史
USOUnited States Oil Fund, LPUNITS1,142$6.20 萬0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF251$6.40 萬0.1%00.0%不變–
Vanguard Morningstar Total Stock Market ETF922908769ETF268$6.50 萬0.1%00.0%不變–
GISGeneral Mills IncStock963$6.50 萬0.1%00.0%不變歷史
CVXChevron CorpStock557$6.50 萬0.1%00.0%不變歷史
IDXXIDEXX Laboratories IncCOM100$6.60 萬0.1%00.0%不變歷史
Vanguard Morningstar Small-Cap ETF922908751ETF293$6.70 萬0.1%00.0%不變–
MRNAModerna, Inc.Stock266$6.80 萬0.1%00.0%不變歷史
JNJJohnson & JohnsonStock407$6.90 萬0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD852$6.90 萬0.1%00.0%不變–
SDGRSchrodinger, Inc.COM2,050$7.10 萬0.1%00.0%不變歷史
Vanguard Short-Term Bond ETF921937827ETF901$7.30 萬0.1%00.0%不變–
BLKBlackRock, Inc.COM80$7.30 萬0.1%00.0%不變歷史
ALGNAlign Technology IncCOM115$7.60 萬0.1%00.0%不變歷史
ADBEAdobe Inc.Stock137$7.70 萬0.1%00.0%不變歷史
BKNGBooking Holdings Inc.Stock32$7.70 萬0.1%00.0%不變歷史
KMXCarMax IncCOM616$8.00 萬0.1%00.0%不變歷史
CHRDChord Energy CorpCOM NEW635$8.00 萬0.1%00.0%不變歷史
WFCWells Fargo & CompanyStock1,726$8.30 萬0.1%00.0%不變歷史
SVMSilvercorp Metals IncCOM22,354$8.40 萬0.1%00.0%不變歷史
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT4,933$8.40 萬0.1%00.0%不變歷史
SIVRabrdn Silver ETF TrustPHYSCL SILVR SHS3,934$8.80 萬0.1%00.0%不變歷史
Vanguard Morningstar Growth ETF922908736ETF277$8.90 萬0.1%00.0%不變–
DISWalt Disney CoStock585$9.00 萬0.1%00.0%不變歷史
State Street Real Estate Select Sector SPDR ETF81369Y860ETF1,771$9.20 萬0.1%00.0%不變–
TMOThermo Fisher Scientific Inc.Stock140$9.30 萬0.1%00.0%不變歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF1,633$9.80 萬0.1%00.0%不變–
ABBVAbbVie Inc.Stock733$9.90 萬0.1%00.0%不變歷史
PFEPfizer IncStock1,693$10.0 萬0.1%00.0%不變歷史
ABNBAirbnb, Inc.Stock612$10.2 萬0.1%00.0%不變歷史
Schwab US Tips ETF808524870ETF1,651$10.3 萬0.1%00.0%不變–
RIVNRivian Automotive, Inc.Stock1,000$10.4 萬0.1%00.0%不變歷史
VVisa Inc.Stock502$10.8 萬0.1%00.0%不變歷史
Flexshares Tr33939L407MORNSTAR UPSTR2,785$11.0 萬0.1%00.0%不變–
Vanguard Information Technology ETF92204A702ETF242$11.1 萬0.1%00.0%不變–
Vanguard Malvern FDS922020805STRM INFPROIDX2,196$11.3 萬0.1%00.0%不變–
UPSUnited Parcel Service IncStock532$11.4 萬0.1%00.0%不變歷史
AZNAstraZeneca PLCSPONSORED ADR2,000$11.7 萬0.1%00.0%不變歷史
ELVElevance Health, Inc.Stock262$12.1 萬0.1%00.0%不變歷史
Vanguard Energy ETF92204A306ETF1,725$13.4 萬0.1%00.0%不變–
Northern Graphite Corp Com66516A105COM200,000$13.9 萬0.1%00.0%不變–
PGProcter & Gamble CoStock864$14.1 萬0.1%00.0%不變歷史
MOAltria Group, Inc.Stock3,002$14.3 萬0.1%00.0%不變歷史
HDHome Depot, Inc.Stock351$14.6 萬0.1%00.0%不變歷史
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS18,957$15.2 萬0.1%00.0%不變歷史
CORCencora, Inc.Stock1,164$15.5 萬0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF1,872$15.5 萬0.1%00.0%不變–
iShares Core Dividend Growth ETF46434V621ETF2,800$15.6 萬0.1%00.0%不變–
CRMSalesforce, Inc.Stock633$16.1 萬0.1%00.0%不變歷史
iShares Tr464288588MBS ETF1,500$16.1 萬0.1%00.0%不變–
SLMSLM CorpCOM8,166$16.1 萬0.1%00.0%不變歷史
GWREGuidewire Software, Inc.COM1,500$17.0 萬0.1%00.0%不變歷史
NFLXNetflix IncStock285$17.2 萬0.1%00.0%不變歷史
BACBank of America CorpStock4,054$18.0 萬0.1%00.0%不變歷史
UNHUnitedHealth Group IncStock357$18.0 萬0.1%00.0%不變歷史
IQVIQVIA Holdings Inc.Stock656$18.5 萬0.2%00.0%不變歷史
iShares Tr464287622RUS 1000 ETF716$18.9 萬0.2%00.0%不變–
BRK.BBerkshire Hathaway IncStock719$21.5 萬0.2%00.0%不變歷史
GRWGGrowGeneration Corp.COM17,249$22.5 萬0.2%00.0%不變歷史
Vanguard S&P 500 ETF922908363ETF575$25.1 萬0.2%00.0%不變–
METAMeta Platforms, Inc.Stock777$26.1 萬0.2%00.0%不變歷史
ADPTAdaptive Biotechnologies CorpCOM9,379$26.3 萬0.2%00.0%不變歷史
ETHEGrayscale Ethereum Staking ETFETF8,206$26.6 萬0.2%00.0%不變歷史
SPDR Series Trust78464A664ST LON TREAS ETF6,501$27.5 萬0.2%00.0%不變–
BABoeing CoStock1,375$27.7 萬0.2%00.0%不變歷史
ProShares Bitcoin ETF74347G440ETF9,990$28.9 萬0.2%00.0%不變–
iShares Core MSCI Total International Stock ETF46432F834ETF4,071$28.9 萬0.2%00.0%不變–
MAMastercard IncStock811$29.1 萬0.2%00.0%不變歷史
BABAAlibaba Group Holding LtdADR2,529$30.0 萬0.2%00.0%不變歷史