Executive Wealth Group LLC
- SEC CIK
- 0002014165
- 最新申報
- 2024/4/11
2021 年第 1 季持倉
持倉截至 2021/3/31，2024/3/12 申報。只含多頭部位。
- 持股檔數
- 45
- 2020 年第 4 季沒有 13F 資料
- 總值
- $1.62 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 |
|---|---|---|---|---|---|---|---|
| BABoeing Co | Stock | 85,150 | $2,169 萬 | 13.4% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 66,428 | $1,373 萬 | 8.5% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 53,877 | $1,232 萬 | 7.6% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 223,938 | $1,100 萬 | 6.8% | – | – | – |
| Vanguard Financials ETF92204A405 | ETF | 118,638 | $1,002 萬 | 6.2% | – | – | – |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 96,417 | $974.7 萬 | 6.0% | – | – | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 131,663 | $829.5 萬 | 5.1% | – | – | – |
| iShares Tr464287184 | CHINA LG-CAP ETF | 162,792 | $759.6 萬 | 4.7% | – | – | – |
| MSFTMicrosoft Corp | Stock | 29,969 | $706.6 萬 | 4.4% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,967 | $608.6 萬 | 3.7% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 16,484 | $590.9 萬 | 3.6% | – | – | – |
| iShares Tr464287291 | GLOBAL TECH ETF | 16,148 | $496.9 萬 | 3.1% | – | – | – |
| SPDR Index Shs FDS78463X400 | SP CHINA ETF | 34,530 | $452.2 萬 | 2.8% | – | – | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 25,201 | $445.8 萬 | 2.7% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 44,860 | $417.3 萬 | 2.6% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 79,082 | $411.6 萬 | 2.5% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 47,634 | $403.6 萬 | 2.5% | – | – | – |
| SBUXStarbucks Corp | Stock | 28,757 | $314.2 萬 | 1.9% | – | – | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 9,363 | $276.6 萬 | 1.7% | – | – | – |
| VVisa Inc. | Stock | 9,633 | $204.0 萬 | 1.3% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 19,054 | $144.6 萬 | 0.9% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 21,143 | $132.6 萬 | 0.8% | – | – | – |
| ADNTAdient plc | Stock | 28,130 | $124.3 萬 | 0.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 8,263 | $100.9 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 8,473 | $98.3 萬 | 0.6% | – | – | – |
| RYRoyal Bank of Canada | Stock | 9,147 | $84.4 萬 | 0.5% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 15,186 | $77.7 萬 | 0.5% | – | – | 歷史 |
| Vanguard Intl Equity Index F922042866 | FTSE PACIFIC ETF | 8,845 | $72.2 萬 | 0.4% | – | – | – |
| AMGNAmgen Inc | Stock | 2,117 | $52.7 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,579 | $50.4 萬 | 0.3% | – | – | – |
| ALKAlaska Air Group, Inc. | COM | 7,208 | $49.9 萬 | 0.3% | – | – | 歷史 |
| ProShares Tr74347R107 | PSHS ULT S&P 500 | 4,200 | $43.0 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W208 | US HIGH DIVIDEND | 5,494 | $41.9 萬 | 0.3% | – | – | – |
| iShares Core MSCI Europe ETF46434V738 | ETF | 7,677 | $41.4 萬 | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 5,728 | $36.7 萬 | 0.2% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 1,015 | $35.8 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 4,594 | $35.7 萬 | 0.2% | – | – | 歷史 |
| Vanguard Communication Services ETF92204A884 | ETF | 2,720 | $35.4 萬 | 0.2% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 1,581 | $34.9 萬 | 0.2% | – | – | – |
| XYZBlock, Inc. | CL A | 1,500 | $34.1 萬 | 0.2% | – | – | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 1,443 | $32.7 萬 | 0.2% | – | – | 歷史 |
| ProShares Tr74347X849 | SHRT 20+YR TRE | 17,960 | $32.5 萬 | 0.2% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,163 | $31.8 萬 | 0.2% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 900 | $26.5 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,472 | $21.9 萬 | 0.1% | – | – | 歷史 |