LIBERTY WEALTH MANAGEMENT LLC Q2 2023 Filing
Filed August 10, 2023
Portfolio Value
$404K
Holdings
191
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (191 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 1,587 | $0 | 0.00% | |
| 2 | KRKROGER CO | 5,166 | $0 | 0.00% | |
| 3 | PFEPFIZER INC | 6,754 | $0 | 0.00% | |
| 4 | NVSNNOVARTIS AG | 2,800 | $0 | 0.00% | |
| 5 | IAU*ISHARES GOLD TR | 41,545 | $0 | 0.00% | |
| 6 | EMBISHARES TR | 16,009 | $0 | 0.00% | |
| 7 | DBEFDBX ETF TR | 15,201 | $0 | 0.00% | |
| 8 | AMZNAMAZON COM INC | 18,146 | $0 | 0.00% | |
| 9 | ROSTROSS STORES INC | 2,107 | $0 | 0.00% | |
| 10 | VVISA INC | 3,446 | $0 | 0.00% | |
| 11 | COWZPACER FDS TR | 12,502 | $0 | 0.00% | |
| 12 | AVDVAMERICAN CENTY ETF TR | 3,509 | $0 | 0.00% | |
| 13 | FDDFIRST TR STOXX EUROPEAN SELE | 13,465 | $0 | 0.00% | |
| 14 | MGKVANGUARD WORLD FD | 3,014 | $0 | 0.00% | |
| 15 | VGLTVANGUARD SCOTTSDALE FDS | 15,052 | $0 | 0.00% | |
| 16 | SCHBSCHWAB STRATEGIC TR | 5,193 | $0 | 0.00% | |
| 17 | METAMETA PLATFORMS INC | 5,017 | $0 | 0.00% | |
| 18 | VHTVANGUARD WORLD FDS | 7,223 | $0 | 0.00% | |
| 19 | TSLATESLA INC | 18,327 | $0 | 0.00% | |
| 20 | VIGVANGUARD SPECIALIZED FUNDS | 2,658 | $0 | 0.00% | |
| 21 | IBBISHARES TR | 4,050 | $0 | 0.00% | |
| 22 | IUSBISHARES TR | 329,343 | $0 | 0.00% | |
| 23 | HEHAWAIIAN ELEC INDUSTRIES | 6,323 | $0 | 0.00% | |
| 24 | NFLXNETFLIX INC | 521 | $0 | 0.00% | |
| 25 | WECWEC ENERGY GROUP INC | 2,354 | $0 | 0.00% | |
| 26 | CVXCHEVRON CORP NEW | 20,182 | $0 | 0.00% | |
| 27 | SSENTINELONE INC | 33,780 | $0 | 0.00% | |
| 28 | NDQINVESCO QQQ TR | 1,638 | $0 | 0.00% | |
| 29 | DFATDIMENSIONAL ETF TRUST | 145,972 | $0 | 0.00% | |
| 30 | FTECFIDELITY COVINGTON TRUST | 5,530 | $0 | 0.00% | |
| 31 | DISVDIMENSIONAL ETF TRUST | 176,242 | $0 | 0.00% | |
| 32 | DFAIDIMENSIONAL ETF TRUST | 276,618 | $0 | 0.00% | |
| 33 | PEPPEPSICO INC | 3,405 | $0 | 0.00% | |
| 34 | CATCATERPILLAR INC | 1,172 | $0 | 0.00% | |
| 35 | ESGUISHARES TR | 69,095 | $0 | 0.00% | |
| 36 | AVUVAMERICAN CENTY ETF TR | 3,670 | $0 | 0.00% | |
| 37 | VOEVANGUARD INDEX FDS | 4,574 | $0 | 0.00% | |
| 38 | AXPAMERICAN EXPRESS CO | 1,867 | $0 | 0.00% | |
| 39 | WFCWELLS FARGO CO NEW | 14,795 | $0 | 0.00% | |
| 40 | USFRWISDOMTREE TR | 9,932 | $0 | 0.00% | |
| 41 | EEMSISHARES INC | 7,423 | $0 | 0.00% | |
| 42 | HSYHERSHEY CO | 1,240 | $0 | 0.00% | |
| 43 | MAMASTERCARD INCORPORATED | 861 | $0 | 0.00% | |
| 44 | MSFTMICROSOFT CORP | 17,030 | $0 | 0.00% | |
| 45 | SGOVISHARES TR | 2,793 | $0 | 0.00% | |
| 46 | GQ9SPDR GOLD TR | 1,789 | $0 | 0.00% | |
| 47 | ABTABBOTT LABS | 3,428 | $0 | 0.00% | |
| 48 | SHYISHARES TR | 29,279 | $0 | 0.00% | |
| 49 | MCDMCDONALDS CORP | 914 | $0 | 0.00% | |
| 50 | PHMPULTE GROUP INC | 5,466 | $0 | 0.00% | |
| 51 | ADBEADOBE SYSTEMS INCORPORATED | 449 | $0 | 0.00% | |
| 52 | VYMVANGUARD WHITEHALL FDS | 1,983 | $0 | 0.00% | |
| 53 | VBVANGUARD INDEX FDS | 9,227 | $0 | 0.00% | |
| 54 | CRMSALESFORCE INC | 998 | $0 | 0.00% | |
| 55 | IYHISHARES TR | 952 | $0 | 0.00% | |
| 56 | MSCIMSCI INC | 1,883 | $0 | 0.00% | |
| 57 | IBMINTERNATIONAL BUSINESS MACHS | 4,580 | $0 | 0.00% | |
| 58 | VVVANGUARD INDEX FDS | 3,696 | $0 | 0.00% | |
| 59 | VTIVANGUARD INDEX FDS | 43,797 | $0 | 0.00% | |
| 60 | TIPISHARES TR | 2,752 | $0 | 0.00% | |
| 61 | KOCOCA COLA CO | 7,102 | $0 | 0.00% | |
| 62 | IWOISHARES TR | 10 | $0 | 0.00% | |
| 63 | INTCINTEL CORP | 10,965 | $0 | 0.00% | |
| 64 | TLTISHARES TR | 9,878 | $0 | 0.00% | |
| 65 | FLOTISHARES TR | 8,912 | $0 | 0.00% | |
| 66 | VFHVANGUARD WORLD FDS | 10,324 | $0 | 0.00% | |
| 67 | VBRVANGUARD INDEX FDS | 6,032 | $0 | 0.00% | |
| 68 | RPVINVESCO EXCHANGE TRADED FD T | 3,733 | $0 | 0.00% | |
| 69 | VWOVANGUARD INTL EQUITY INDEX F | 10,627 | $0 | 0.00% | |
| 70 | AQLTISHARES TR | 108,585 | $0 | 0.00% | |
| 71 | ORCLORACLE CORP | 23,753 | $0 | 0.00% | |
| 72 | AAPLAPPLE INC | 103,002 | $0 | 0.00% | |
| 73 | BNDXVANGUARD CHARLOTTE FDS | 6,760 | $0 | 0.00% | |
| 74 | JPMJPMORGAN CHASE & CO | 4,536 | $0 | 0.00% | |
| 75 | TAT&T INC | 27,563 | $0 | 0.00% | |
| 76 | NAIINATURAL ALTERNATIVES INTL IN | 19,661 | $0 | 0.00% | |
| 77 | 4I1PHILIP MORRIS INTL INC | 2,521 | $0 | 0.00% | |
| 78 | EFAISHARES TR | 6,376 | $0 | 0.00% | |
| 79 | BMYBRISTOL-MYERS SQUIBB CO | 3,394 | $0 | 0.00% | |
| 80 | USBUS BANCORP DEL | 7,862 | $0 | 0.00% | |
| 81 | FDLFIRST TR MORNINGSTAR DIVID L | 20,331 | $0 | 0.00% | |
| 82 | EFVISHARES TR | 119,792 | $0 | 0.00% | |
| 83 | BABOEING CO | 2,312 | $0 | 0.00% | |
| 84 | AMDADVANCED MICRO DEVICES INC | 7,399 | $0 | 0.00% | |
| 85 | DUHPDIMENSIONAL ETF TRUST | 845,427 | $0 | 0.00% | |
| 86 | HTBKHERITAGE COMM CORP | 11,399 | $0 | 0.00% | |
| 87 | UPSUNITED PARCEL SERVICE INC | 3,900 | $0 | 0.00% | |
| 88 | SHVISHARES TR | 2,638 | $0 | 0.00% | |
| 89 | GOOGALPHABET INC | 11,245 | $0 | 0.00% | |
| 90 | PGPROCTER AND GAMBLE CO | 6,685 | $0 | 0.00% | |
| 91 | VLUEISHARES TR | 5,767 | $0 | 0.00% | |
| 92 | DYHTARGET CORP | 1,524 | $0 | 0.00% | |
| 93 | VONGVANGUARD SCOTTSDALE FDS | 3,776 | $0 | 0.00% | |
| 94 | AMGNAMGEN INC | 2,480 | $0 | 0.00% | |
| 95 | HDVISHARES TR | 4,524 | $0 | 0.00% | |
| 96 | BLVVANGUARD BD INDEX FDS | 14,492 | $0 | 0.00% | |
| 97 | DONSPDR DOW JONES INDL AVERAGE | 639 | $0 | 0.00% | |
| 98 | BNDVANGUARD BD INDEX FDS | 7,452 | $0 | 0.00% | |
| 99 | HDHOME DEPOT INC | 2,110 | $0 | 0.00% | |
| 100 | IXNISHARES TR | 4,361 | $0 | 0.00% |
Page 1 of 2Next