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 |
|---|---|---|---|---|---|
| 101 | BACVERIZON COMMUNICATIONS INC | 10,667 | $0 | 0.00% | |
| 102 | IVWISHARES TR | 6,920 | $0 | 0.00% | |
| 103 | VBKVANGUARD INDEX FDS | 20 | $0 | 0.00% | |
| 104 | BSVVANGUARD BD INDEX FDS | 3,480 | $0 | 0.00% | |
| 105 | ADPAUTOMATIC DATA PROCESSING IN | 2,795 | $0 | 0.00% | |
| 106 | GOOGLALPHABET INC | 7,272 | $0 | 0.00% | |
| 107 | IJRISHARES TR | 5,468 | $0 | 0.00% | |
| 108 | SLVISHARES SILVER TR | 10,275 | $0 | 0.00% | |
| 109 | EFGISHARES TR | 81,484 | $0 | 0.00% | |
| 110 | CARRCARRIER GLOBAL CORPORATION | 3,118 | $0 | 0.00% | |
| 111 | IEMGISHARES INC | 71,504 | $0 | 0.00% | |
| 112 | ALSALLSTATE CORP | 2,175 | $0 | 0.00% | |
| 113 | VEAVANGUARD TAX-MANAGED FDS | 26,899 | $0 | 0.00% | |
| 114 | TFLOISHARES TR | 9,903 | $0 | 0.00% | |
| 115 | UNHUNITEDHEALTH GROUP INC | 923 | $0 | 0.00% | |
| 116 | JNJJOHNSON & JOHNSON | 2,898 | $0 | 0.00% | |
| 117 | XLFSELECT SECTOR SPDR TR | 7,822 | $0 | 0.00% | |
| 118 | MUBISHARES TR | 2,038 | $0 | 0.00% | |
| 119 | DISDISNEY WALT CO | 7,768 | $0 | 0.00% | |
| 120 | IFRAISHARES TR | 57,792 | $0 | 0.00% | |
| 121 | NVDANVIDIA CORPORATION | 3,117 | $0 | 0.00% | |
| 122 | XLKSELECT SECTOR SPDR TR | 3,138 | $0 | 0.00% | |
| 123 | XOMEXXON MOBIL CORP | 3,013 | $0 | 0.00% | |
| 124 | SPYSPDR S&P 500 ETF TR | 1,111 | $0 | 0.00% | |
| 125 | VOOVANGUARD INDEX FDS | 8,434 | $0 | 0.00% | |
| 126 | CSCOCISCO SYS INC | 9,239 | $0 | 0.00% | |
| 127 | DEODIAGEO PLC | 1,198 | $0 | 0.00% | |
| 128 | VNQVANGUARD INDEX FDS | 7,949 | $0 | 0.00% | |
| 129 | COSTCOSTCO WHSL CORP NEW | 797 | $0 | 0.00% | |
| 130 | TTTRANE TECHNOLOGIES PLC | 1,052 | $0 | 0.00% | |
| 131 | FFORD MTR CO DEL | 10,813 | $0 | 0.00% | |
| 132 | EEMVISHARES INC | 6,607 | $0 | 0.00% | |
| 133 | NKTREURNEKTAR THERAPEUTICS | 19,000 | $0 | 0.00% | |
| 134 | PEGPUBLIC SVC ENTERPRISE GRP IN | 5,932 | $0 | 0.00% | |
| 135 | IVVISHARES TR | 105,378 | $0 | 0.00% | |
| 136 | GSGOLDMAN SACHS GROUP INC | 658 | $0 | 0.00% | |
| 137 | IMCGISHARES TR | 3,835 | $0 | 0.00% | |
| 138 | LLYLILLY ELI & CO | 1,217 | $0 | 0.00% | |
| 139 | ESGEISHARES INC | 10,550 | $0 | 0.00% | |
| 140 | LOWLOWES COS INC | 1,517 | $0 | 0.00% | |
| 141 | QCLNFIRST TR EXCHANGE-TRADED FD | 5,709 | $0 | 0.00% | |
| 142 | ABBVABBVIE INC | 7,047 | $0 | 0.00% | |
| 143 | NEENEXTERA ENERGY INC | 3,886 | $0 | 0.00% | |
| 144 | SYKSTRYKER CORPORATION | 729 | $0 | 0.00% | |
| 145 | IXGISHARES TR | 4,573 | $0 | 0.00% | |
| 146 | VEUVANGUARD INTL EQUITY INDEX F | 101,183 | $0 | 0.00% | |
| 147 | MRKMERCK & CO INC | 4,760 | $0 | 0.00% | |
| 148 | MBBISHARES TR | 84,697 | $0 | 0.00% | |
| 149 | AQLTISHARES TR | 268,005 | $0 | 0.00% | |
| 150 | IYWISHARES TR | 71,345 | $0 | 0.00% | |
| 151 | BCLIEURBRAINSTORM CELL THERAPEUTICS | 150,550 | $0 | 0.00% | |
| 152 | SPYMSPDR SER TR | 7,589 | $0 | 0.00% | |
| 153 | DFUVDIMENSIONAL ETF TRUST | 23,445 | $0 | 0.00% | |
| 154 | ABMABM INDS INC | 9,803 | $0 | 0.00% | |
| 155 | FALNISHARES TR | 38,367 | $0 | 0.00% | |
| 156 | ICLNISHARES TR | 15,612 | $0 | 0.00% | |
| 157 | USMVISHARES TR | 77,677 | $0 | 0.00% | |
| 158 | GWWGRAINGER W W INC | 280 | $0 | 0.00% | |
| 159 | NKENIKE INC | 4,321 | $0 | 0.00% | |
| 160 | GIISPDR INDEX SHS FDS | 4,153 | $0 | 0.00% | |
| 161 | DFICDIMENSIONAL ETF TRUST | 490,341 | $0 | 0.00% | |
| 162 | IWDISHARES TR | 1,357 | $0 | 0.00% | |
| 163 | DFAUDIMENSIONAL ETF TRUST | 428,328 | $0 | 0.00% | |
| 164 | BIVVANGUARD BD INDEX FDS | 3,430 | $0 | 0.00% | |
| 165 | VGTVANGUARD WORLD FDS | 4,082 | $0 | 0.00% | |
| 166 | FLRNSPDR SER TR | 15,190 | $0 | 0.00% | |
| 167 | BACBANK AMERICA CORP | 19,665 | $0 | 0.00% | |
| 168 | IWFISHARES TR | 1,300 | $0 | 0.00% | |
| 169 | BPBP PLC | 8,638 | $0 | 0.00% | |
| 170 | DIHPDIMENSIONAL ETF TRUST | 258,123 | $0 | 0.00% | |
| 171 | LQDISHARES TR | 2,410 | $0 | 0.00% | |
| 172 | DFLVDIMENSIONAL ETF TRUST | 397,934 | $0 | 0.00% | |
| 173 | SPSMSPDR SER TR | 10,035 | $0 | 0.00% | |
| 174 | —CIDARA THERAPEUTICS INC | 12,000 | $0 | 0.00% | |
| 175 | IVEISHARES TR | 2,607 | $0 | 0.00% | |
| 176 | TLHISHARES TR | 27,103 | $0 | 0.00% | |
| 177 | INTUINTUIT | 1,964 | $0 | 0.00% | |
| 178 | LMTLOCKHEED MARTIN CORP | 1,464 | $0 | 0.00% | |
| 179 | AMATAPPLIED MATLS INC | 21,226 | $0 | 0.00% | |
| 180 | RTXRAYTHEON TECHNOLOGIES CORP | 3,246 | $0 | 0.00% | |
| 181 | UNPUNION PAC CORP | 1,282 | $0 | 0.00% | |
| 182 | DFACDIMENSIONAL ETF TRUST | 975,458 | $0 | 0.00% | |
| 183 | QUALISHARES TR | 135,201 | $0 | 0.00% | |
| 184 | DFEMDIMENSIONAL ETF TRUST | 235,061 | $0 | 0.00% | |
| 185 | FLT1EURFLEETCOR TECHNOLOGIES INC | 1,110 | $0 | 0.00% | |
| 186 | IYEISHARES TR | 8,144 | $0 | 0.00% | |
| 187 | VTVVANGUARD INDEX FDS | 20,100 | $0 | 0.00% | |
| 188 | WMTWALMART INC | 1,361 | $0 | 0.00% | |
| 189 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,509 | $0 | 0.00% | |
| 190 | SBUXSTARBUCKS CORP | 4,854 | $0 | 0.00% | |
| 191 | VUGVANGUARD INDEX FDS | 4,518 | $0 | 0.00% |
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