LIBERTY WEALTH MANAGEMENT LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$545.7M
Holdings
296
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (296 positions)
| Stock | Value |
|---|---|
DFAUDIMENSIONAL ETF TRUST | $29.6M |
DFACDIMENSIONAL ETF TRUST | $27.8M |
DUHPDIMENSIONAL ETF TRUST | $24.3M |
IVVISHARES TR | $23.4M |
AAPLAPPLE INC | $23.1M |
QUALISHARES TR | $22.5M |
IVWISHARES TR | $21.5M |
DYNFBLACKROCK ETF TRUST | $19.9M |
IVEISHARES TR | $15.6M |
IUSBISHARES TR | $13.6M |
DFICDIMENSIONAL ETF TRUST | $13.1M |
DFCFDIMENSIONAL ETF TRUST | $12.5M |
VTIVANGUARD INDEX FDS | $11.9M |
DFLVDIMENSIONAL ETF TRUST | $11.6M |
DFAIDIMENSIONAL ETF TRUST | $10.2M |
NVDANVIDIA CORPORATION | $10.1M |
ENPHENPHASE ENERGY INC | $8.0M |
EMXCISHARES INC | $7.1M |
DIHPDIMENSIONAL ETF TRUST | $6.8M |
MSFTMICROSOFT CORP | $6.8M |
DFATDIMENSIONAL ETF TRUST | $6.7M |
IEMGISHARES INC | $6.6M |
VEUVANGUARD INTL EQUITY INDEX F | $6.6M |
TLHISHARES TR | $6.6M |
IYWISHARES TR | $6.4M |
DFEMDIMENSIONAL ETF TRUST | $6.0M |
MTUMISHARES TR | $5.3M |
OEFISHARES TR | $5.2M |
TSLATESLA INC | $5.1M |
EFVISHARES TR | $5.1M |
DISVDIMENSIONAL ETF TRUST | $5.1M |
AQLTISHARES TR | $5.0M |
ISRGINTUITIVE SURGICAL INC | $4.8M |
MBBISHARES TR | $4.7M |
BLVVANGUARD BD INDEX FDS | $4.6M |
VGLTVANGUARD SCOTTSDALE FDS | $4.4M |
WMWASTE MGMT INC DEL | $3.8M |
VVISA INC | $3.7M |
AMZNAMAZON COM INC | $3.6M |
TCAFT ROWE PRICE ETF INC | $3.5M |
VOOVANGUARD INDEX FDS | $3.5M |
IAU*ISHARES GOLD TR | $3.5M |
EFGISHARES TR | $3.5M |
CVXCHEVRON CORP NEW | $3.4M |
ORCLORACLE CORP | $3.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.9M |
VTVVANGUARD INDEX FDS | $2.9M |
AMATAPPLIED MATLS INC | $2.7M |
EMBISHARES TR | $2.6M |
HEFAISHARES TR | $2.6M |
BINCBLACKROCK ETF TRUST II | $2.4M |
METAMETA PLATFORMS INC | $2.4M |
CRWDCROWDSTRIKE HLDGS INC | $2.4M |
GOOGALPHABET INC | $2.1M |
VBVANGUARD INDEX FDS | $2.0M |
VGTVANGUARD WORLD FD | $2.0M |
VHTVANGUARD WORLD FD | $2.0M |
VUGVANGUARD INDEX FDS | $1.8M |
VEAVANGUARD TAX-MANAGED FDS | $1.7M |
TLTISHARES TR | $1.6M |
IFRAISHARES TR | $1.6M |
VFHVANGUARD WORLD FD | $1.6M |
ABBVABBVIE INC | $1.5M |
VBRVANGUARD INDEX FDS | $1.4M |
ADPAUTOMATIC DATA PROCESSING IN | $1.3M |
MGKVANGUARD WORLD FD | $1.3M |
GOOGLALPHABET INC | $1.3M |
IBMINTERNATIONAL BUSINESS MACHS | $1.3M |
AQLTISHARES TR | $1.3M |
LLYELI LILLY &CO | $1.2M |
PGPROCTER AND GAMBLE CO | $1.2M |
INTUINTUIT | $1.2M |
BACBANK AMERICA CORP | $1.1M |
MSCIMSCI INC | $1.1M |
JPMJPMORGAN CHASE &CO. | $1.0M |
AVGOBROADCOM INC | $1.0M |
NDQINVESCO QQQ TR | $1.0M |
VVVANGUARD INDEX FDS | $919K |
FTECFIDELITY COVINGTON TRUST | $886K |
USMVISHARES TR | $871K |
WFCWELLS FARGO CO NEW | $862K |
SPYSPDR S&P 500 ETF TR | $861K |
COWZPACER FDS TR | $859K |
DFUVDIMENSIONAL ETF TRUST | $800K |
VNQVANGUARD INDEX FDS | $792K |
COSTCOSTCO WHSL CORP NEW | $778K |
HDHOME DEPOT INC | $765K |
AMGNAMGEN INC | $758K |
DISDISNEY WALT CO | $722K |
EFAISHARES TR | $707K |
SPYMSPDR SER TR | $698K |
LMTLOCKHEED MARTIN CORP | $680K |
DBEFDBX ETF TR | $671K |
VWOVANGUARD INTL EQUITY INDEX F | $654K |
XOMEXXON MOBIL CORP | $612K |
AMDADVANCED MICRO DEVICES INC | $608K |
ABTABBOTT LABS | $605K |
KOCOCA COLA CO | $593K |
CSCOCISCO SYS INC | $587K |
XLKSELECT SECTOR SPDR TR | $576K |
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