LIBERTY WEALTH MANAGEMENT LLC Q4 2020 Filing
Filed February 9, 2021
Portfolio Value
$204.3M
Holdings
1,073
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (1,073 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC COM | $24K |
IVVISHARES SP | $16K |
ESGUISHARES TR ESG AWR MSCI USA | $12K |
EFGISHARES TR EAFE GRWTH ETF | $7K |
VTIVANGUARD IDX FUND | $7K |
AQLTISHARES TR US TREAS BD ETF | $7K |
MSFTMICROSOFT CORP | $6K |
LQDISHARES IBOXX INVESTMENT GRADE CORPORATE BOND ETF | $5K |
ESGEISHARES INC ESG AWR MSCI EM | $5K |
IUSBISHARES TR CORE TOTAL | $4K |
VEUVANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | $4K |
EFVISHARES TR EAFE VALUE ETF | $4K |
VLUEISHARES TR MSCI USA VALUE | $4K |
IGSBISHARES TR I -YR INVS | $4K |
TSLATESLA INC COM | $3K |
VOOVANGUARD INDEX FUNDS SP ETF | $3K |
CVXCHEVRON CORP NEW COM | $3K |
IJRISHARES CORE SP SMALL-CAP E | $2K |
IXNISHARES SP GLOBAL TECHNOLOGY SECTOR INDEX FUND | $2K |
MTUMISHARES TR MSCI USA MMENTM | $2K |
VBVANGUARD SMALL-CAP INDEX FUND | $2K |
IHIISHARES TR US MED DVC ETF | $2K |
MBBISHARES TR MBS ETF | $2K |
VGTVANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF | $2K |
AMZNAMAZONCOM INC | $1K |
DISDISNEY WALT CO COM | $1K |
IAUUSDISHARES GOLD TRUST ISHARES | $1K |
USMVISHARES TR MSCI USA MIN VOL | $1K |
FALNISHARES TRUST FALLEN ANGELS BD ETF | $1K |
BRK/BBERKSHIRE HATHAWAY INC COM CLASS B | $1K |
GOOGALPHABET INC CAP STK CL C | $953 |
VUGVANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS | $918 |
TLTISHARES TR YR TR BD ETF | $916 |
VEAVANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | $913 |
IGLBISHARES TR YR INVST GRD | $905 |
CLXCLOROX CO COM | $862 |
CSCOCISCO SYSTEMS INC | $859 |
SLYSPDR SER TR SP SML CAP | $806 |
PGPROCTER AND GAMBLE CO COM | $806 |
MSCIMSCI INC | $789 |
EFAISHARES MSCI EAFE ETF | $770 |
VHTVANGUARD HEALTH CARE ETF | $748 |
AQLTISHARES TRUST CORE MSCI EAFE ETF | $742 |
ABBVABBVIE INC COM | $737 |
VFHVANGUARD FINANCIALS ETF | $725 |
VTVVANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR | $718 |
METAFACEBOOK INC-CLASS A | $710 |
VVVANGUARD LARGE-CAP INDEX FUND | $640 |
INTUINTUIT INC | $635 |
TATT INC COM | $625 |
ORCLORACLE CORP | $620 |
VVISA INC | $611 |
BACBK OF AMERICA CORP COM | $611 |
IBBISHARES TR NASDAQ BIOTECH | $587 |
ADPAUTOMATIC DATA PROCESSING INC COM | $581 |
MXIMMAXIM INTEGRATED PRODUCTS COM | $554 |
SPYSPDR SP ETF TRUST TRUST UNIT DEPOSITARY RECEIPT | $538 |
XLNXEURXILINX INC | $527 |
SBUXSTARBUCKS CORP COM | $523 |
IBMINTERNATIONAL BUS MACH CORP COM | $517 |
NKENIKE INC CLASS B COM | $513 |
PHMPULTE GROUP INC COM | $512 |
HDHOME DEPOT INC | $511 |
GOOGLALPHABET INC CAP STK CL A | $509 |
BACVERIZON COMMUNICATIONS INC | $479 |
INTCINTEL CORP COM | $459 |
AMGNAMGEN INC | $446 |
BMYBRISTOL-MYERS SQUIBB CO COM | $427 |
NDQINVESCO QQQ TR UNIT SER | $426 |
XSOEWISDOMTREE TR EM EX ST-OWNED | $411 |
UPSUNITED PARCEL SERVICE INC | $401 |
HYGISHARES TR IBOXX HI YD ETF | $400 |
MRKMERCK CO INC COM | $394 |
NKTREURNEKTAR THERAPEUTICS | $393 |
PEPPEPSICO INC | $393 |
JPMJPMORGAN CHASE CO | $386 |
JNJJOHNSON JOHNSON COM | $371 |
ABTABBOTT LABORATORIES | $371 |
BNDXVANGUARD CHARLOTTE TOTAL INTL BD INDEX FD ETF | $367 |
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF | $361 |
PEGPUBLIC SVC ENTERPRISE GRP INC COM | $355 |
ABMABM INDUSTRIES INC | $344 |
KOCOCA-COLA CO | $313 |
WFCWELLS FARGO CO NEW COM | $291 |
QUALISHARES TR MSCI USA QLT FCT | $279 |
BABOEING CO COM | $269 |
ALSALLSTATE CORP COM | $267 |
NEENEXTERA ENERGY INC COM | $264 |
IEFISHARES TR BARCLAYS YR | $262 |
AXPAMERICAN EXPRESS CO COM | $252 |
DYHTARGET CORP | $247 |
SHYGISHARES TRUST -YR HIGH YIELD CORP BD | $244 |
PFEPFIZER INC | $238 |
BNDVANGUARD BD INDEX FDS TOTAL BND MRKT | $237 |
BSVVANGUARD BD INDEX FDS SHORT TRM BOND | $232 |
BKBANK OF NEW YORK MELLON CORP COM | $227 |
LOWLOWES COMPANIES INC COM | $226 |
UNPUNION PAC CORP COM | $222 |
DDOMINION ENERGY INC COM | $217 |
FDDFIRST TR STOXX OPEAN SELECT COMMON | $215 |
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