LIBERTY WEALTH MANAGEMENT LLC Q1 2019 Filing
Filed April 18, 2019
Portfolio Value
$133K
Holdings
797
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (797 positions)
| Stock | Value |
|---|---|
FDDFIRST TR STOXX EUROPEAN SELECT DIVID INDEX FD COMMON SHS | $23.1M |
XLFSELECT SECTOR SPDR TRUST AMEX FINANCIAL SELECT INDEX | $21.4M |
AAPLAPPLE INC COM | $8.4M |
DIEMFRANKLIN TEMPLETON ETF TR LIBERTYQ EMERG | $4.7M |
CVXCHEVRON CORP NEW COM | $4.1M |
IVVISHARES CORE S&P 500 ETF | $4.1M |
VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | $3.0M |
VOOVANGUARD INDEX FDS FORMERLY VANGUARD INDEX TR | $2.8M |
KOCOCA COLA CO | $2.3M |
MSFTMICROSOFT CORP | $2.0M |
EFAISHARES MSCI EAFE ETF | $1.7M |
NEARISHARES US ETF TR SHT MAT BD ETF | $1.5M |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $1.2M |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $1.1M |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $1.1M |
AQLTISHARES TR US TREAS BD ETF | $959K |
VBVANGUARD INDEX FDS VANGUARD SMALL | $891K |
BRK/BBERKSHIRE HATHAWAY INC COM | $821K |
VEAVANGUARD FTSE DEVELOPED MARKET ETF | $801K |
IGIBISHARES TR INTRM TR CRP ETF | $772K |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $734K |
VFHVANGUARD SECTOR INDEX FDS VANGUARD FINLS VIPERS | $725K |
IXNISHARES GLOBAL TECH ETF | $691K |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF | $691K |
TAT&T INC COM | $680K |
CSCOCISCO SYS INC COM | $652K |
CLXCLOROX CO COM USD1.00 | $649K |
ITOTISHARES CORE S&P TOTAL US STOCK MARKET ETF | $639K |
ADPAUTOMATIC DATA PROCESSING INC COM | $627K |
XLNXEURXILINX INC | $606K |
VEUVANGUARD INTL EQUITY INDEX | $599K |
TLTISHARES | $599K |
EMBISHARES TR JP MOR EM MK ETF | $577K |
WTWISDOMTREE CONTINUOUS COMMODIT SHS BEN INT | $571K |
METAFACEBOOK INC-CLASS A | $556K |
IAUUSDISHARES GOLD TRUST ISHARES | $552K |
VVVANGUARD INDEX FDS VANGUARD LARGE CAP VIPERS | $529K |
VHTVANGUARD SECTOR INDEX FDS VANGUARD HEALTH CARE VIPERS | $511K |
DISDISNEY WALT CO | $498K |
EFAVISHARES EDGE MSCI MIN VOL EAFE ETF | $491K |
USMVISHARES EDGE MSCI MIN VOL USA ETF | $468K |
BACBANK OF AMERICA CORP | $463K |
BABOEING CO COM | $462K |
IBBISHARES TR NASDAQ BIOTECH | $445K |
PGPROCTER AND GAMBLE CO COM | $427K |
IEMGISHARES INC CORE MSCI EMERGING MKTS ETF | $397K |
ESSESSEX PROPERTY TRUST INC COM | $393K |
NDQINVESCO QQQ TR UNIT SER 1 | $390K |
MSCIMSCI INC COM | $374K |
BPBP PLC SPONSORED ADR | $367K |
ORCLORACLE CORP COM | $364K |
PFEPFIZER INC | $357K |
SPYSPDR S&P500 ETF TRUST | $356K |
WFCWELLS FARGO CO NEW COM | $356K |
GIISPDR S&P GLOBAL INFRASTRUCTURE ETF | $346K |
MTUMISHARES EDGE MSCI USA MOMENTUM FACTOR ETF | $341K |
DXJWISDOMTREE TRUST JAPAN HEDGE EQT | $332K |
NVSNNOVARTIS A G SPONSORED ADR | $332K |
NKENIKE INC CLASS B COM NPV | $328K |
ABMABM INDS INC COM | $327K |
PHMPULTE GROUP INC COM | $322K |
MXIMMAXIM INTEGRATED PRODUCTS COM | $319K |
SJMSMUCKER J M CO COM NEW | $314K |
AABAUSDALTABA INC COM | $311K |
IJHISHARES CORE S&P MID-CAP ETF | $310K |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $305K |
IJRISHARES CORE S&P SMALL-CAP E | $296K |
XOMEXXON MOBIL CORP | $285K |
BKBANK OF NEW YORK MELLON CORP COM | $283K |
TSLATESLA INC COM | $273K |
BSVVANGUARD BD INDEX FD INC SHORT TERM BD ETF | $268K |
SBUXSTARBUCKS CORP COM | $267K |
BACVERIZON COMMUNICATIONS | $260K |
COPCONOCOPHILLIPS COM | $250K |
UPSUNITED PARCEL SVC INC CL B | $248K |
VWOVANGUARD INTL EQUITY INDEX FUND INC FTSE EMERGING MARKETS ETF | $245K |
VDEVANGUARD SECTOR INDEX FDS VANGUARD ENERGY VIPERS | $237K |
UNHUNITEDHEALTH GROUP | $230K |
PSXPHILLIPS 66 COM | $227K |
HDVISHARES TRUST ISHARES CORE HIGH DIVIDEND | $225K |
AXPAMERICAN EXPRESS CO COM | $221K |
IWDISHARES RUSSELL | $221K |
ALSALLSTATE CORP COM | $204K |
DONSPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 | $203K |
IWFISHARES RUSSELL | $199K |
DDOMINION ENERGY INC COM | $198K |
MRKMERCK & CO INC NEW COM | $196K |
EXREXTRA SPACE STORAGE INC | $191K |
VVISA INC COM CL A | $191K |
UTXZUNITED TECHNOLOGIES CORP COM | $188K |
CMCSACOMCAST CORP NEW CL A | $183K |
VTVANGUARD INTL EQUITY INDEX FUND INC | $175K |
LOWLOWE S COMPANIES INC COM | $172K |
WELLWELLTOWER INC COM | $167K |
INTCINTEL CORP COM | $166K |
BMYBRISTOL-MYERS SQUIBB CO COM | $163K |
PFFISHARES TR PFD AND INCM SEC | $156K |
XLVSELECT SECTOR SPDR | $156K |
XLUSECTOR SPDR TR SHS BEN INT UTILITIES | $151K |
CRONCRONOS GROUP INC COM NPV | $149K |
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