Frank, Rimerman Advisors LLC
- SEC CIK
- 0001977560
- 最新申報
- 2026/7/27
2021 年第 1 季持倉
持倉截至 2021/3/31，2023/9/13 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
- $2.26 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 |
|---|---|---|---|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | 194,242 | $6,199 萬 | 27.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 71,925 | $2,851 萬 | 12.6% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 8,612 | $1,776 萬 | 7.9% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,832 | $1,620 萬 | 7.2% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 80,959 | $988.9 萬 | 4.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 37,379 | $772.6 萬 | 3.4% | – | – | – |
| iShares Tr464288869 | MICRO-CAP ETF | 49,108 | $721.6 萬 | 3.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 48,186 | $626.7 萬 | 2.8% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 32,517 | $460.6 萬 | 2.0% | – | – | – |
| iShares Tr464288257 | MSCI ACWI ETF | 45,962 | $437.3 萬 | 1.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 10,760 | $428.1 萬 | 1.9% | – | – | – |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 11,352 | $374.8 萬 | 1.7% | – | – | 歷史 |
| iShares Select U.S. REIT ETF464287564 | ETF | 53,475 | $309.1 萬 | 1.4% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 23,109 | $303.2 萬 | 1.3% | – | – | – |
| iShares Tr464287754 | US INDUSTRIALS | 26,416 | $279.2 萬 | 1.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 41,974 | $263.2 萬 | 1.2% | – | – | – |
| MSFTMicrosoft Corp | Stock | 10,739 | $253.2 萬 | 1.1% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 28,511 | $210.8 萬 | 0.9% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 7,853 | $190.9 萬 | 0.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 22,506 | $190.7 萬 | 0.8% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 25,008 | $189.7 萬 | 0.8% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 15,650 | $143.8 萬 | 0.6% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 6,620 | $141.7 萬 | 0.6% | – | – | – |
| PCARPaccar Inc | COM | 13,893 | $129.1 萬 | 0.6% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 4,938 | $119.9 萬 | 0.5% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 7,256 | $106.7 萬 | 0.5% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 2,164 | $103.0 萬 | 0.5% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,312 | $96.9 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464288745 | GLB CNS DISC ETF | 5,452 | $88.9 萬 | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 2,874 | $84.6 萬 | 0.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 263 | $81.4 萬 | 0.4% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 9,464 | $78.1 萬 | 0.3% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 3,522 | $77.8 萬 | 0.3% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 15,628 | $76.7 萬 | 0.3% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,403 | $74.9 萬 | 0.3% | – | – | 歷史 |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 13,415 | $73.3 萬 | 0.3% | – | – | – |
| VanEck ETF Trust92189F437 | FALLEN ANGEL HG | 21,037 | $67.2 萬 | 0.3% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 6,673 | $62.1 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 878 | $58.6 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 2,599 | $58.5 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 6,609 | $57.6 萬 | 0.3% | – | – | – |
| VVisa Inc. | Stock | 2,675 | $56.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,810 | $51.9 萬 | 0.2% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,315 | $51.2 萬 | 0.2% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 3,230 | $49.2 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,334 | $44.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 5,356 | $40.7 萬 | 0.2% | – | – | – |
| DBX ETF Tr233051200 | XTRACK MSCI EAFE | 11,002 | $39.9 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 1,597 | $39.7 萬 | 0.2% | – | – | 歷史 |
| TGTTarget Corp | Stock | 2,006 | $39.7 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 740 | $38.6 萬 | 0.2% | – | – | 歷史 |
| Vanguard Total International Bond ETF92203J407 | ETF | 6,692 | $38.2 萬 | 0.2% | – | – | – |
| Invesco Exchange Traded FD T46137V530 | NASDAQ INTERNT | 1,650 | $38.1 萬 | 0.2% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,792 | $37.3 萬 | 0.2% | – | – | – |
| FDXFedEx Corp | Stock | 1,197 | $34.0 萬 | 0.2% | – | – | 歷史 |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 4,000 | $33.3 萬 | 0.1% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 6,397 | $33.3 萬 | 0.1% | – | – | – |
| JNJJohnson & Johnson | Stock | 2,001 | $32.9 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 4,378 | $32.6 萬 | 0.1% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 3,851 | $32.5 萬 | 0.1% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,217 | $31.7 萬 | 0.1% | – | – | – |
| AFLAflac Inc | Stock | 6,152 | $31.5 萬 | 0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V589 | GBL LISTED PVT | 21,290 | $30.9 萬 | 0.1% | – | – | – |
| DISWalt Disney Co | Stock | 1,661 | $30.6 萬 | 0.1% | – | – | 歷史 |
| iShares Tips Bond ETF464287176 | ETF | 2,434 | $30.5 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 808 | $30.1 萬 | 0.1% | – | – | 歷史 |
| ADBEAdobe Inc. | Stock | 617 | $29.3 萬 | 0.1% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 3,756 | $29.0 萬 | 0.1% | – | – | 歷史 |
| VMRKVivmark Residential | SH BEN INT | 4,042 | $29.0 萬 | 0.1% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 1,523 | $28.8 萬 | 0.1% | – | – | 歷史 |
| iShares MSCI Acwi Ex U.S. ETF464288240 | ETF | 5,064 | $27.9 萬 | 0.1% | – | – | – |
| GLDSPDR Gold Trust | ETF | 1,689 | $27.0 萬 | 0.1% | – | – | 歷史 |
| NEWRNew Relic, Inc. | COM | 4,310 | $26.5 萬 | 0.1% | – | – | 歷史 |
| OKTAOkta, Inc. | CL A | 1,160 | $25.6 萬 | 0.1% | – | – | 歷史 |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 2,412 | $24.6 萬 | 0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 4,343 | $23.5 萬 | 0.1% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,028 | $22.7 萬 | 0.1% | – | – | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 1,226 | $22.0 萬 | 0.1% | – | – | – |
| DOCUDocuSign, Inc. | Stock | 1,080 | $21.9 萬 | 0.1% | – | – | 歷史 |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 18,190 | $21.4 萬 | 0.1% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,945 | $21.0 萬 | 0.1% | – | – | 歷史 |
| KLACKLA Corp | COM NEW | 636 | $21.0 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 9,016 | $21.0 萬 | 0.1% | – | – | 歷史 |