Retirement Solution Inc.
- SEC CIK
- 0001914606
- 最新申報
- 2026/8/11
2021 年第 1 季持倉
持倉截至 2021/3/31，2022/3/17 申報。只含多頭部位。
- 持股檔數
- 38
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.66 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 |
|---|---|---|---|---|---|---|---|
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 3,186,890 | $8,981 萬 | 54.1% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 117,305 | $3,744 萬 | 22.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,760 | $395.1 萬 | 2.4% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 28,363 | $346.5 萬 | 2.1% | – | – | 歷史 |
| Invesco BulletShares 2021 HY Corp (BSJL)46138J809 | Exchange Traded Fund | 133,845 | $308.6 萬 | 1.9% | – | – | – |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 144,756 | $305.9 萬 | 1.8% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 132,825 | $289.2 萬 | 1.7% | – | – | – |
| iShares Tr46429B333 | GNMA BOND ETF | 53,368 | $268.4 萬 | 1.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 118,942 | $257.4 萬 | 1.5% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 100,271 | $253.7 萬 | 1.5% | – | – | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 101,561 | $237.1 萬 | 1.4% | – | – | – |
| AMZNAmazon Com Inc | Stock | 329 | $101.8 萬 | 0.6% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 38,279 | $95.6 萬 | 0.6% | – | – | – |
| ENSGEnsign Group, Inc | COM | 6,778 | $63.6 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 2,415 | $61.5 萬 | 0.4% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 25,963 | $57.6 萬 | 0.3% | – | – | – |
| LOWLowes Companies Inc | Stock | 2,926 | $55.7 萬 | 0.3% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,483 | $52.3 萬 | 0.3% | – | – | 歷史 |
| CDNACareDx, Inc. | COM | 7,316 | $49.8 萬 | 0.3% | – | – | 歷史 |
| EXPEExpedia Group, Inc. | Stock | 2,856 | $49.2 萬 | 0.3% | – | – | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 3,582 | $49.1 萬 | 0.3% | – | – | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 3,515 | $44.0 萬 | 0.3% | – | – | 歷史 |
| CGCCanopy Growth Corp | COM | 13,740 | $44.0 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 6,262 | $42.1 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 18,574 | $41.1 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,961 | $40.5 萬 | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 755 | $40.3 萬 | 0.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,003 | $39.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 1,046 | $38.1 萬 | 0.2% | – | – | – |
| NFLXNetflix Inc | Stock | 711 | $37.1 萬 | 0.2% | – | – | 歷史 |
| PNTGPennant Group, Inc. | COM | 7,925 | $36.3 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 11,306 | $27.8 萬 | 0.2% | – | – | – |
| CTRECareTrust REIT, Inc. | COM | 11,874 | $27.6 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 905 | $26.7 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 128 | $26.4 萬 | 0.2% | – | – | 歷史 |
| AIRGAirgain Inc | COM | 12,277 | $26.0 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 2,352 | $25.7 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 11,791 | $25.1 萬 | 0.2% | – | – | – |