LIBERTY WEALTH MANAGEMENT LLC Q1 2023 Filing
Filed May 3, 2023
Portfolio Value
$484.6B
Holdings
230
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (230 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 104,546 | $43.1B | 8.89% | |
| 2 | AAPLAPPLE INC | 187,242 | $30.3B | 6.26% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 1,140,874 | $29.0B | 5.98% | |
| 4 | DUHPDIMENSIONAL ETF TRUST | 982,978 | $24.6B | 5.08% | |
| 5 | QUALISHARES TR | 131,022 | $16.3B | 3.35% | |
| 6 | IUSBISHARES TR | 312,452 | $14.4B | 2.98% | |
| 7 | DFICDIMENSIONAL ETF TRUST | 559,291 | $13.4B | 2.77% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 424,171 | $12.3B | 2.53% | |
| 9 | DFLVDIMENSIONAL ETF TRUST | 462,098 | $11.3B | 2.34% | |
| 10 | VTIVANGUARD INDEX FDS | 43,219 | $8.8B | 1.82% | |
| 11 | VMBSVANGUARD SCOTTSDALE FDS | 183,335 | $8.5B | 1.76% | |
| 12 | MBBISHARES TR | 80,832 | $7.7B | 1.58% | |
| 13 | EFGISHARES TR | 81,358 | $7.6B | 1.57% | |
| 14 | DIHPDIMENSIONAL ETF TRUST | 305,480 | $7.3B | 1.52% | |
| 15 | DFAIDIMENSIONAL ETF TRUST | 264,185 | $7.1B | 1.47% | |
| 16 | DFATDIMENSIONAL ETF TRUST | 156,360 | $7.0B | 1.44% | |
| 17 | AQLTISHARES TR | 103,273 | $6.9B | 1.43% | |
| 18 | IYWISHARES TR | 70,086 | $6.5B | 1.34% | |
| 19 | ESGUISHARES TR | 71,846 | $6.5B | 1.34% | |
| 20 | DFEMDIMENSIONAL ETF TRUST | 269,710 | $6.3B | 1.31% | |
| 21 | FNDXSCHWAB STRATEGIC TR | 110,086 | $6.1B | 1.26% | |
| 22 | AQLTISHARES TR | 260,019 | $6.1B | 1.25% | |
| 23 | SCHRSCHWAB STRATEGIC TR | 119,974 | $6.0B | 1.24% | |
| 24 | EFVISHARES TR | 119,044 | $5.8B | 1.19% | |
| 25 | MSFTMICROSOFT CORP | 19,520 | $5.6B | 1.16% | |
| 26 | USMVISHARES TR | 74,286 | $5.4B | 1.12% | |
| 27 | VEUVANGUARD INTL EQUITY INDEX F | 99,617 | $5.3B | 1.10% | |
| 28 | FNDASCHWAB STRATEGIC TR | 102,965 | $5.2B | 1.06% | |
| 29 | DISVDIMENSIONAL ETF TRUST | 197,431 | $4.7B | 0.97% | |
| 30 | SCHXSCHWAB STRATEGIC TR | 95,570 | $4.5B | 0.93% | |
| 31 | FNDESCHWAB STRATEGIC TR | 154,663 | $4.1B | 0.84% | |
| 32 | TSLATESLA INC | 18,539 | $3.8B | 0.79% | |
| 33 | FNDFSCHWAB STRATEGIC TR | 118,190 | $3.7B | 0.76% | |
| 34 | CVXCHEVRON CORP NEW | 22,289 | $3.7B | 0.75% | |
| 35 | SCHASCHWAB STRATEGIC TR | 83,352 | $3.6B | 0.74% | |
| 36 | SCHPSCHWAB STRATEGIC TR | 68,200 | $3.6B | 0.74% | |
| 37 | IEMGISHARES INC | 69,139 | $3.4B | 0.70% | |
| 38 | ORCLORACLE CORP | 36,125 | $3.3B | 0.68% | |
| 39 | VOOVANGUARD INDEX FDS | 8,306 | $3.1B | 0.64% | |
| 40 | SCHFSCHWAB STRATEGIC TR | 90,696 | $3.1B | 0.64% | |
| 41 | TLHISHARES TR | 25,784 | $3.0B | 0.61% | |
| 42 | EBNDSPDR SER TR | 139,216 | $2.9B | 0.61% | |
| 43 | VTVVANGUARD INDEX FDS | 19,934 | $2.8B | 0.57% | |
| 44 | AMATAPPLIED MATLS INC | 21,178 | $2.6B | 0.54% | |
| 45 | ADBEADOBE SYSTEMS INCORPORATED | 6,463 | $2.4B | 0.50% | |
| 46 | AMZNAMAZON COM INC | 22,623 | $2.3B | 0.48% | |
| 47 | SHYISHARES TR | 27,692 | $2.3B | 0.47% | |
| 48 | IFRAISHARES TR | 56,040 | $2.1B | 0.43% | |
| 49 | SCHESCHWAB STRATEGIC TR | 80,903 | $2.1B | 0.42% | |
| 50 | VCITVANGUARD SCOTTSDALE FDS | 25,639 | $2.0B | 0.42% | |
| 51 | IAU*ISHARES GOLD TR | 53,147 | $2.0B | 0.41% | |
| 52 | VHTVANGUARD WORLD FDS | 7,107 | $1.7B | 0.35% | |
| 53 | VBVANGUARD INDEX FDS | 8,897 | $1.7B | 0.35% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,405 | $1.7B | 0.34% | |
| 55 | GOOGALPHABET INC | 15,533 | $1.6B | 0.33% | |
| 56 | VGTVANGUARD WORLD FDS | 4,019 | $1.5B | 0.32% | |
| 57 | NVDANVIDIA CORPORATION | 5,650 | $1.5B | 0.32% | |
| 58 | BABOEING CO | 7,295 | $1.5B | 0.31% | |
| 59 | EMBISHARES TR | 16,914 | $1.5B | 0.30% | |
| 60 | VUGVANGUARD INDEX FDS | 5,529 | $1.4B | 0.28% | |
| 61 | WMTWALMART INC | 8,864 | $1.3B | 0.26% | |
| 62 | FNDCSCHWAB STRATEGIC TR | 36,336 | $1.2B | 0.25% | |
| 63 | VEAVANGUARD TAX-MANAGED FDS | 25,620 | $1.2B | 0.24% | |
| 64 | ABBVABBVIE INC | 7,087 | $1.1B | 0.23% | |
| 65 | BLVVANGUARD BD INDEX FDS | 14,610 | $1.1B | 0.23% | |
| 66 | BNDVANGUARD BD INDEX FDS | 14,852 | $1.1B | 0.22% | |
| 67 | MSCIMSCI INC | 1,898 | $1.1B | 0.22% | |
| 68 | TLTISHARES TR | 9,472 | $1.0B | 0.22% | |
| 69 | METAMETA PLATFORMS INC | 4,857 | $1.0B | 0.21% | |
| 70 | VGLTVANGUARD SCOTTSDALE FDS | 15,267 | $1.0B | 0.21% | |
| 71 | PGPROCTER AND GAMBLE CO | 6,675 | $992.4M | 0.20% | |
| 72 | FALNISHARES TR | 37,977 | $959.7M | 0.20% | |
| 73 | FDLFIRST TR MORNINGSTAR DIVID L | 26,589 | $943.9M | 0.19% | |
| 74 | COSTCOSTCO WHSL CORP NEW | 1,907 | $943.1M | 0.19% | |
| 75 | JPMJPMORGAN CHASE & CO | 7,191 | $930.4M | 0.19% | |
| 76 | ADIANALOG DEVICES INC | 4,686 | $925.6M | 0.19% | |
| 77 | VBRVANGUARD INDEX FDS | 5,824 | $924.7M | 0.19% | |
| 78 | VYMVANGUARD WHITEHALL FDS | 8,755 | $903.8M | 0.19% | |
| 79 | HONHONEYWELL INTL INC | 4,520 | $853.9M | 0.18% | |
| 80 | VVISA INC | 3,616 | $814.6M | 0.17% | |
| 81 | SCHCSCHWAB STRATEGIC TR | 23,640 | $799.0M | 0.16% | |
| 82 | UPSUNITED PARCEL SERVICE INC | 4,095 | $794.5M | 0.16% | |
| 83 | DISDISNEY WALT CO | 7,880 | $789.1M | 0.16% | |
| 84 | VFHVANGUARD WORLD FDS | 10,050 | $782.8M | 0.16% | |
| 85 | INTUINTUIT | 1,741 | $776.1M | 0.16% | |
| 86 | AMDADVANCED MICRO DEVICES INC | 7,516 | $736.6M | 0.15% | |
| 87 | GOOGLALPHABET INC | 7,048 | $731.9M | 0.15% | |
| 88 | COWZPACER FDS TR | 15,225 | $714.8M | 0.15% | |
| 89 | LMTLOCKHEED MARTIN CORP | 1,474 | $697.1M | 0.14% | |
| 90 | VVVANGUARD INDEX FDS | 3,688 | $689.0M | 0.14% | |
| 91 | IJRISHARES TR | 6,932 | $680.6M | 0.14% | |
| 92 | JNJJOHNSON & JOHNSON | 4,378 | $675.5M | 0.14% | |
| 93 | GSGOLDMAN SACHS GROUP INC | 2,070 | $660.1M | 0.14% | |
| 94 | BACVERIZON COMMUNICATIONS INC | 16,971 | $659.6M | 0.14% | |
| 95 | BACBANK AMERICA CORP | 22,473 | $641.5M | 0.13% | |
| 96 | MGKVANGUARD WORLD FD | 3,103 | $634.5M | 0.13% | |
| 97 | DYHTARGET CORP | 3,910 | $634.5M | 0.13% | |
| 98 | VLUEISHARES TR | 6,774 | $632.9M | 0.13% | |
| 99 | SCHBSCHWAB STRATEGIC TR | 13,431 | $630.0M | 0.13% | |
| 100 | VNQVANGUARD INDEX FDS | 7,559 | $627.7M | 0.13% |
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