LIBERTY WEALTH MANAGEMENT LLC Q1 2024 Filing
Filed May 3, 2024
Portfolio Value
$512K
Holdings
187
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (187 positions)
| Stock | Value |
|---|---|
DFACDIMENSIONAL U S CORE EQUITY 2 ETF | $28.9M |
DUHPDIMENSIONAL US HIGH PROFTBLTY ETF | $25.5M |
DFAUDIMENSIONAL US CORE EQUITY MARKT ETF | $24.7M |
AAPLAPPLE INC | $18.3M |
QUALISHARES MSCI USA QLTY FACT ETF | $15.2M |
IUSBISHARES TR | $14.8M |
ENPHENPHASE ENERGY INC | $13.9M |
DFICDIMENSIONAL INTERN CORE EQUITY 2 ETF | $13.1M |
DFCFDIMENSIONAL ETF TRUST | $12.3M |
DFLVDIM US LRGE CAP VAL | $11.7M |
VTIVANGUARD TOTAL STOCK MARKET ETF | $11.4M |
IVEISHARES S&P 500 VALUE ETF | $10.7M |
DYNFBLACKROCK US EQY FCTR ROTN ETF | $10.5M |
AQLTISHARES TR | $9.4M |
DFAIDIMENSIONAL INTERN CORE EQT MKT ETF | $9.0M |
IYWISHARES US TECHNOLOGY ETF | $7.9M |
DFATDIMENSIONAL U S TARGETED VALUE ETF | $7.8M |
MSFTMICROSOFT CORP | $7.5M |
DIHPDIMENSIONAL INTERN HIGH PROFIT ETF | $7.0M |
TLTISHARES TR | $6.7M |
DFEMDIMENSIONAL ETF TRUST | $6.0M |
VEUVANGUARD INTL EQUITY INDEX F | $5.9M |
IVWISHARES S&P 500 GROWTH ETF | $5.5M |
MBBISHARES MBS ETF | $5.4M |
VVISA INC | $5.3M |
DISVDIMENSIONAL INTERN SMALLCAP VL ETF | $4.8M |
AMATAPPLIED MATLS INC | $4.5M |
VOOVANGUARD S&P 500 ETF | $4.3M |
EFVISHARES TR | $4.2M |
EMXCISHARES MSCI EMERGING MARKETS ETF | $4.2M |
EFGISHARES TR | $3.7M |
WMWASTE MGMT INC DEL | $3.6M |
AMZNAMAZON COM INC | $3.6M |
BLVVANGUARD LONG TERM BOND ETF | $3.5M |
VGLTVANGUARD LONG TERM TREASURY ETF | $3.3M |
CVXCHEVRON CORP | $3.3M |
TSLATESLA INC | $3.2M |
VTVVANGUARD VALUE ETF | $2.9M |
ORCLORACLE CORP | $2.9M |
IFRAISHARES US INFRASTRUCTURE ETF | $2.9M |
TCAFT ROWE PRICE ETF INC | $2.8M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.3M |
IXCISHARES GLOBAL ENERGY ETF | $2.3M |
CSCOCISCO SYS INC | $2.1M |
VBVANGUARD SMALL CAP ETF IV | $2.1M |
VHTVANGUARD HEALTH CARE ETF | $2.1M |
METAMETA PLATFORMS INC | $2.0M |
EMBISHARES JP MORGAN USD EMERGING MARKE | $2.0M |
AQLTISHARES US TREASURY BOND ETF | $1.9M |
VUGVANGUARD GROWTH ETF | $1.9M |
GOOGALPHABET INC | $1.7M |
HEFAISHARES CURRENCY HEDGED MSCI EAFE ET | $1.5M |
VEAVANGUARD FTSE DEVELOPED MARKETS ETF | $1.5M |
BINCBLACKROCK FLEXIBLE INCOME ETF | $1.5M |
USMVISHARES MSCI USA MIN VOLUME FACTOR ETF | $1.4M |
OEFISHARES S&P 100 ETF | $1.3M |
VBRVANGUARD SMALL CAP VALUEETF | $1.3M |
VFHVANGUARD FINANCIALS ETF | $1.3M |
AMDADVANCED MICRO DEVICES INC | $1.3M |
ABBVABBVIE INC | $1.2M |
TLHISHARES TR | $1.1M |
DFUVDIMENSIONAL ETF TRUST | $1.1M |
NDQINVSC QQQ TRUST SRS 1 ETF IV | $1.1M |
IEMGISHARES INC | $1.1M |
MGKVANGUARD MEGA CAP GROWTHETF | $1.1M |
BACBANK AMERICA CORP | $1.0M |
TIPISHARES TIPS BOND ETF | $1.0M |
ESGUISHARES TR | $985K |
PGPROCTER AND GAMBLE CO | $950K |
LQDISHARES IBOXX INVT GRADEBOND ETF | $926K |
IBMIBM CORP | $898K |
JPMJPMORGAN CHASE & CO | $880K |
VVVANGUARD INDEX FDS | $875K |
DISDISNEY WALT CO | $853K |
COWZPACER US CASH COWS 100 ETF | $834K |
FTECFIDELITY COVINGTON TRUST | $829K |
HDHOME DEPOT INC | $789K |
SSENTINELONE INC | $787K |
ADPAUTOMATIC DATA PROCESSING IN | $714K |
WFCWELLS FARGO CO NEW | $688K |
AMGNAMGEN INC | $688K |
LMTLOCKHEED MARTIN CORP | $682K |
PHMPULTE GROUP INC | $663K |
EFAISHARES MSCI EAFE ETF | $647K |
BNDVANGUARD TOTAL BOND MARKET ETF | $644K |
VNQVANGUARD REAL ESTATE ETF | $644K |
DBEFDBX ETF TR | $640K |
VONGVANGUARD RUSSELL 1000 GROWTH ETF | $597K |
PEPPEPSICO INC | $574K |
XLKSELECT SECTOR SPDR TR | $573K |
IBBISHARES BIOTECHNOLOGY ETF | $571K |
MTUMISHARES MSCI USA MOMNTUMFCT ETF | $547K |
INTCINTEL CORP | $545K |
KOCOCA COLA CO | $539K |
UPSUNITED PARCEL SERVICE INC | $525K |
SPYMSPDR SER TR | $523K |
IWFISHARES TR | $508K |
VWOVANGUARD FTSE EMERGING MARKETS ETF | $474K |
MRKMERCK & CO. INC. | $446K |
MAMASTERCARD INCORPORATED | $444K |
Page 1 of 2Next