LIBERTY WEALTH MANAGEMENT LLC Q1 2023 Filing

Filed May 3, 2023

Portfolio Value

$484K

Holdings

230

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (230 positions)

StockValue
SCHHSCHWAB STRATEGIC TR
$0
PSXPHILLIPS 66
$0
KRKROGER CO
$0
DUKDUKE ENERGY CORP NEW
$0
PFEPFIZER INC
$0
NVSNNOVARTIS AG
$0
BHPBHP GROUP LTD
$0
IAU*ISHARES GOLD TR
$0
EMBISHARES TR
$0
DWDMORGAN STANLEY
$0
DBEFDBX ETF TR
$0
CMCSACOMCAST CORP NEW
$0
AMZNAMAZON COM INC
$0
ROSTROSS STORES INC
$0
VVISA INC
$0
COWZPACER FDS TR
$0
AVDVAMERICAN CENTY ETF TR
$0
FDDFIRST TR STOXX EUROPEAN SELE
$0
MGKVANGUARD WORLD FD
$0
VGLTVANGUARD SCOTTSDALE FDS
$0
SCHBSCHWAB STRATEGIC TR
$0
METAMETA PLATFORMS INC
$0
VHTVANGUARD WORLD FDS
$0
TSLATESLA INC
$0
VIGVANGUARD SPECIALIZED FUNDS
$0
IBBISHARES TR
$0
MLB1MERCADOLIBRE INC
$0
MPTMEDICAL PPTYS TRUST INC
$0
IUSBISHARES TR
$0
HEHAWAIIAN ELEC INDUSTRIES
$0
GMABGENMAB A/S
$0
NFLXNETFLIX INC
$0
WECWEC ENERGY GROUP INC
$0
CVXCHEVRON CORP NEW
$0
SSENTINELONE INC
$0
FNDXSCHWAB STRATEGIC TR
$0
NDQINVESCO QQQ TR
$0
DFATDIMENSIONAL ETF TRUST
$0
FTECFIDELITY COVINGTON TRUST
$0
DISVDIMENSIONAL ETF TRUST
$0
DFAIDIMENSIONAL ETF TRUST
$0
PEPPEPSICO INC
$0
CATCATERPILLAR INC
$0
SCHRSCHWAB STRATEGIC TR
$0
VMBSVANGUARD SCOTTSDALE FDS
$0
ESGUISHARES TR
$0
SCHASCHWAB STRATEGIC TR
$0
AVUVAMERICAN CENTY ETF TR
$0
VOEVANGUARD INDEX FDS
$0
AXPAMERICAN EXPRESS CO
$0
WFCWELLS FARGO CO NEW
$0
CLXCLOROX CO DEL
$0
USFRWISDOMTREE TR
$0
EEMSISHARES INC
$0
HSYHERSHEY CO
$0
MAMASTERCARD INCORPORATED
$0
MSFTMICROSOFT CORP
$0
GQ9SPDR GOLD TR
$0
ABTABBOTT LABS
$0
SHYISHARES TR
$0
SCHCSCHWAB STRATEGIC TR
$0
MCDMCDONALDS CORP
$0
PHMPULTE GROUP INC
$0
ADBEADOBE SYSTEMS INCORPORATED
$0
VYMVANGUARD WHITEHALL FDS
$0
VBVANGUARD INDEX FDS
$0
CRMSALESFORCE INC
$0
IYHISHARES TR
$0
MSCIMSCI INC
$0
IBMINTERNATIONAL BUSINESS MACHS
$0
CIKCREDIT SUISSE GROUP
$0
VVVANGUARD INDEX FDS
$0
FNDESCHWAB STRATEGIC TR
$0
PFFISHARES TR
$0
MTUMISHARES TR
$0
VTIVANGUARD INDEX FDS
$0
TIPISHARES TR
$0
SLYSPDR SER TR
$0
KOCOCA COLA CO
$0
INTCINTEL CORP
$0
TLTISHARES TR
$0
FLOTISHARES TR
$0
VFHVANGUARD WORLD FDS
$0
VBRVANGUARD INDEX FDS
$0
RPVINVESCO EXCHANGE TRADED FD T
$0
VWOVANGUARD INTL EQUITY INDEX F
$0
AQLTISHARES TR
$0
ORCLORACLE CORP
$0
AAPLAPPLE INC
$0
BNDXVANGUARD CHARLOTTE FDS
$0
JPMJPMORGAN CHASE & CO
$0
TAT&T INC
$0
NAIINATURAL ALTERNATIVES INTL IN
$0
4I1PHILIP MORRIS INTL INC
$0
EFAISHARES TR
$0
SCHFSCHWAB STRATEGIC TR
$0
BMYBRISTOL-MYERS SQUIBB CO
$0
USBUS BANCORP DEL
$0
FDLFIRST TR MORNINGSTAR DIVID L
$0
EFVISHARES TR
$0
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