Abacus Wealth Partners, LLC
- SEC CIK
- 0001978011
- 最新申報
- 2026/7/22
2021 年第 1 季持倉
持倉截至 2021/3/31，2023/5/31 申報。只含多頭部位。
- 持股檔數
- 111
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.41 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 |
|---|---|---|---|---|---|---|---|
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 522,506 | $2,248 萬 | 16.0% | – | – | – |
| Tidal Trust I886364876 | ADASINA SOCIAL | 1,297,536 | $2,108 萬 | 15.0% | – | – | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 325,478 | $1,143 萬 | 8.1% | – | – | – |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 312,339 | $1,075 萬 | 7.6% | – | – | – |
| DNMRDanimer Scientific, Inc. | COM CL A | 172,677 | $651.9 萬 | 4.6% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 36,593 | $447.0 萬 | 3.2% | – | – | 歷史 |
| NUSNu Skin Enterprises, Inc. | CL A | 83,668 | $442.5 萬 | 3.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 4,677 | $312.4 萬 | 2.2% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,024 | $278.4 萬 | 2.0% | – | – | 歷史 |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 26,474 | $251.1 萬 | 1.8% | – | – | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 43,329 | $243.5 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 10,389 | $214.7 萬 | 1.5% | – | – | – |
| iShares Tr46435U440 | USD GRN BOND ETF | 37,956 | $207.5 萬 | 1.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,773 | $206.8 萬 | 1.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 585 | $181.0 萬 | 1.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 24,879 | $174.6 萬 | 1.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,815 | $174.1 萬 | 1.2% | – | – | 歷史 |
| FASTFastenal Co | Stock | 22,661 | $113.9 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 6,239 | $103.3 萬 | 0.7% | – | – | – |
| ABTAbbott Laboratories | Stock | 8,214 | $98.4 萬 | 0.7% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 9,768 | $89.7 萬 | 0.6% | – | – | – |
| FISVFiserv Inc | Stock | 7,357 | $87.6 萬 | 0.6% | – | – | 歷史 |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 15,929 | $82.9 萬 | 0.6% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,619 | $79.8 萬 | 0.6% | – | – | 歷史 |
| VVisa Inc. | Stock | 3,569 | $75.6 萬 | 0.5% | – | – | 歷史 |
| TYLTyler Technologies Inc | COM | 1,724 | $73.2 萬 | 0.5% | – | – | 歷史 |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 13,742 | $70.5 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,620 | $67.3 萬 | 0.5% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 8,706 | $67.1 萬 | 0.5% | – | – | 歷史 |
| BACBank of America Corp | Stock | 16,292 | $63.0 萬 | 0.4% | – | – | 歷史 |
| BEPBrookfield Renewable Partners L.P. | PARTNERSHIP UNIT | 14,468 | $61.6 萬 | 0.4% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 3,692 | $60.7 萬 | 0.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 1,126 | $60.1 萬 | 0.4% | – | – | 歷史 |
| MANHManhattan Associates Inc | Stock | 5,060 | $59.4 萬 | 0.4% | – | – | 歷史 |
| ZENZendesk, Inc. | COM | 4,419 | $58.6 萬 | 0.4% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 2,999 | $57.0 萬 | 0.4% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,290 | $50.1 萬 | 0.4% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 3,491 | $49.4 萬 | 0.4% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 3,569 | $49.4 萬 | 0.4% | – | – | 歷史 |
| iShares Inc46434G863 | ESG AWR MSCI EM | 11,097 | $48.1 萬 | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 6,349 | $48.0 萬 | 0.3% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,523 | $47.7 萬 | 0.3% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 3,550 | $47.3 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 2,134 | $47.1 萬 | 0.3% | – | – | – |
| CATCaterpillar Inc | Stock | 2,016 | $46.7 萬 | 0.3% | – | – | 歷史 |
| TAT&T Inc. | Stock | 15,082 | $45.7 萬 | 0.3% | – | – | 歷史 |
| DISWalt Disney Co | Stock | 2,343 | $43.2 萬 | 0.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 1 | $38.6 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 1,721 | $38.5 萬 | 0.3% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 7,410 | $38.3 萬 | 0.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 182 | $37.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,953 | $36.2 萬 | 0.3% | – | – | – |
| ABBVAbbVie Inc. | Stock | 3,327 | $36.0 萬 | 0.3% | – | – | 歷史 |
| AEPAmerican Electric Power Co Inc | Stock | 4,220 | $35.7 萬 | 0.3% | – | – | 歷史 |
| KSUKansas City Southern | COM NEW | 1,350 | $35.6 萬 | 0.3% | – | – | 歷史 |
| MTDRMatador Resources Co | COM | 15,000 | $35.2 萬 | 0.3% | – | – | 歷史 |
| PIMCO ETF Tr72201R643 | ENHANCD SHORT | 3,470 | $34.9 萬 | 0.2% | – | – | – |
| ORLYO Reilly Automotive Inc | Stock | 688 | $34.9 萬 | 0.2% | – | – | 歷史 |
| Tidal ETF Tr886364108 | AWARE ULTRASHR | 6,993 | $34.9 萬 | 0.2% | – | – | – |
| LMTLockheed Martin Corp | Stock | 879 | $32.5 萬 | 0.2% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,100 | $32.4 萬 | 0.2% | – | – | 歷史 |
| BABoeing Co | Stock | 1,238 | $31.5 萬 | 0.2% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,998 | $31.4 萬 | 0.2% | – | – | 歷史 |
| iShares Russell Midcap ETF464287499 | ETF | 4,128 | $30.5 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 1,756 | $29.9 萬 | 0.2% | – | – | 歷史 |
| PBPBPotbelly Corp | COM | 50,042 | $29.6 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 967 | $29.5 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 808 | $29.4 萬 | 0.2% | – | – | – |
| PFEPfizer Inc | Stock | 8,114 | $29.4 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 2,151 | $29.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,313 | $29.1 萬 | 0.2% | – | – | – |
| RTXRTX Corp | Stock | 3,744 | $28.9 萬 | 0.2% | – | – | 歷史 |
| ROSTRoss Stores, Inc. | COM | 2,396 | $28.7 萬 | 0.2% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 2,093 | $27.8 萬 | 0.2% | – | – | 歷史 |
| INTCIntel Corp | Stock | 4,308 | $27.6 萬 | 0.2% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 133 | $27.4 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 717 | $26.8 萬 | 0.2% | – | – | 歷史 |
| ESEversource Energy | Stock | 3,074 | $26.6 萬 | 0.2% | – | – | 歷史 |
| BDXBecton Dickinson & Co | Stock | 1,081 | $26.3 萬 | 0.2% | – | – | 歷史 |
| DTEDte Energy Co | COM | 1,970 | $26.2 萬 | 0.2% | – | – | 歷史 |
| COPConocoPhillips | Stock | 4,857 | $25.7 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 724 | $25.5 萬 | 0.2% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 2,154 | $25.4 萬 | 0.2% | – | – | 歷史 |
| CSXCSX Corp | Stock | 2,600 | $25.1 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 1,021 | $24.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 3,023 | $24.7 萬 | 0.2% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,922 | $24.2 萬 | 0.2% | – | – | – |
| RPMRPM International Inc | COM | 2,620 | $24.1 萬 | 0.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 2,000 | $24.0 萬 | 0.2% | – | – | – |
| iShares Tr464288497 | DEVSMCP EXNA ETF | 3,591 | $23.6 萬 | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 947 | $23.6 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 3,244 | $23.4 萬 | 0.2% | – | – | – |
| KMBKimberly Clark Corp | Stock | 1,655 | $23.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 3,650 | $23.0 萬 | 0.2% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,507 | $23.0 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 3,027 | $22.9 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,037 | $22.5 萬 | 0.2% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,179 | $22.2 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717W604 | US SMALLCAP DIVD | 7,042 | $21.9 萬 | 0.2% | – | – | – |
| TJXTJX Companies Inc | Stock | 3,293 | $21.8 萬 | 0.2% | – | – | 歷史 |