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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | FLRNSPDR SER TR | 10,619 | $0 | 0.00% | |
| 202 | BACBANK AMERICA CORP | 22,473 | $0 | 0.00% | |
| 203 | IWFISHARES TR | 1,233 | $0 | 0.00% | |
| 204 | ADIANALOG DEVICES INC | 4,686 | $0 | 0.00% | |
| 205 | BPBP PLC | 8,613 | $0 | 0.00% | |
| 206 | DIHPDIMENSIONAL ETF TRUST | 305,480 | $0 | 0.00% | |
| 207 | LUVSOUTHWEST AIRLS CO | 6,808 | $0 | 0.00% | |
| 208 | LQDISHARES TR | 2,502 | $0 | 0.00% | |
| 209 | DFLVDIMENSIONAL ETF TRUST | 462,098 | $0 | 0.00% | |
| 210 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,675 | $0 | 0.00% | |
| 211 | —CIDARA THERAPEUTICS INC | 12,000 | $0 | 0.00% | |
| 212 | IVEISHARES TR | 2,639 | $0 | 0.00% | |
| 213 | TLHISHARES TR | 25,784 | $0 | 0.00% | |
| 214 | INTUINTUIT | 1,741 | $0 | 0.00% | |
| 215 | LMTLOCKHEED MARTIN CORP | 1,474 | $0 | 0.00% | |
| 216 | AMATAPPLIED MATLS INC | 21,178 | $0 | 0.00% | |
| 217 | RTXRAYTHEON TECHNOLOGIES CORP | 2,936 | $0 | 0.00% | |
| 218 | UNPUNION PAC CORP | 1,326 | $0 | 0.00% | |
| 219 | DFACDIMENSIONAL ETF TRUST | 1,140,874 | $0 | 0.00% | |
| 220 | QUALISHARES TR | 131,022 | $0 | 0.00% | |
| 221 | AXONAXON ENTERPRISE INC | 1,000 | $0 | 0.00% | |
| 222 | DFEMDIMENSIONAL ETF TRUST | 269,710 | $0 | 0.00% | |
| 223 | IYEISHARES TR | 9,125 | $0 | 0.00% | |
| 224 | FLT1EURFLEETCOR TECHNOLOGIES INC | 1,110 | $0 | 0.00% | |
| 225 | VTVVANGUARD INDEX FDS | 19,934 | $0 | 0.00% | |
| 226 | WMTWALMART INC | 8,864 | $0 | 0.00% | |
| 227 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,405 | $0 | 0.00% | |
| 228 | CNCCENTENE CORP DEL | 5,993 | $0 | 0.00% | |
| 229 | SBUXSTARBUCKS CORP | 4,995 | $0 | 0.00% | |
| 230 | VUGVANGUARD INDEX FDS | 5,529 | $0 | 0.00% |
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