LIBERTY WEALTH MANAGEMENT LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$599.9M
Holdings
229
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (229 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 59,813 | $35.2M | 5.87% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 907,090 | $31.4M | 5.23% | |
| 3 | DFAUDIMENSIONAL ETF TRUST | 753,350 | $30.5M | 5.08% | |
| 4 | AAPLAPPLE INC | 116,709 | $29.2M | 4.87% | |
| 5 | DUHPDIMENSIONAL ETF TRUST | 782,259 | $26.4M | 4.40% | |
| 6 | IVWISHARES TR | 231,335 | $23.5M | 3.91% | |
| 7 | QUALISHARES TR | 119,750 | $21.3M | 3.55% | |
| 8 | DYNFBLACKROCK ETF TRUST | 405,740 | $20.8M | 3.46% | |
| 9 | IUSBISHARES TR | 310,344 | $13.9M | 2.32% | |
| 10 | DFCFDIMENSIONAL ETF TRUST | 322,645 | $13.3M | 2.22% | |
| 11 | NVDANVIDIA CORPORATION | 98,532 | $13.2M | 2.21% | |
| 12 | DFICDIMENSIONAL ETF TRUST | 503,581 | $13.0M | 2.17% | |
| 13 | VTIVANGUARD INDEX FDS | 43,050 | $12.5M | 2.08% | |
| 14 | DFLVDIMENSIONAL ETF TRUST | 411,550 | $12.4M | 2.06% | |
| 15 | AQLTISHARES TR | 173,901 | $12.2M | 2.04% | |
| 16 | DFAIDIMENSIONAL ETF TRUST | 415,575 | $12.1M | 2.02% | |
| 17 | IVEISHARES TR | 59,361 | $11.3M | 1.89% | |
| 18 | TSLATESLA INC | 25,249 | $10.2M | 1.70% | |
| 19 | EMXCISHARES INC | 168,888 | $9.4M | 1.56% | |
| 20 | ENPHENPHASE ENERGY INC | 121,892 | $8.4M | 1.40% | |
| 21 | MSFTMICROSOFT CORP | 18,922 | $8.0M | 1.33% | |
| 22 | DFATDIMENSIONAL ETF TRUST | 139,330 | $7.8M | 1.29% | |
| 23 | IYWISHARES TR | 46,533 | $7.4M | 1.24% | |
| 24 | DIHPDIMENSIONAL ETF TRUST | 270,923 | $6.8M | 1.14% | |
| 25 | DFEMDIMENSIONAL ETF TRUST | 244,958 | $6.4M | 1.07% | |
| 26 | VEUVANGUARD INTL EQUITY INDEX F | 105,797 | $6.1M | 1.01% | |
| 27 | EFVISHARES TR | 111,234 | $5.8M | 0.97% | |
| 28 | EFGISHARES TR | 57,723 | $5.6M | 0.93% | |
| 29 | MTUMISHARES TR | 25,397 | $5.3M | 0.88% | |
| 30 | MBBISHARES TR | 56,774 | $5.2M | 0.86% | |
| 31 | ISRGINTUITIVE SURGICAL INC | 9,886 | $5.2M | 0.86% | |
| 32 | DISVDIMENSIONAL ETF TRUST | 186,935 | $5.0M | 0.83% | |
| 33 | TLTISHARES TR | 56,723 | $4.9M | 0.82% | |
| 34 | AMZNAMAZON COM INC | 19,761 | $4.3M | 0.72% | |
| 35 | BLVVANGUARD BD INDEX FDS | 63,307 | $4.3M | 0.72% | |
| 36 | VGLTVANGUARD SCOTTSDALE FDS | 74,017 | $4.1M | 0.68% | |
| 37 | VOOVANGUARD INDEX FDS | 7,574 | $4.1M | 0.68% | |
| 38 | ORCLORACLE CORP | 24,008 | $4.0M | 0.67% | |
| 39 | IEMGISHARES INC | 76,176 | $4.0M | 0.66% | |
| 40 | TCAFT ROWE PRICE ETF INC | 111,149 | $3.7M | 0.62% | |
| 41 | VVISA INC | 11,057 | $3.5M | 0.58% | |
| 42 | WMWASTE MGMT INC DEL | 16,336 | $3.3M | 0.55% | |
| 43 | CVXCHEVRON CORP NEW | 22,326 | $3.2M | 0.54% | |
| 44 | IFRAISHARES TR | 69,582 | $3.2M | 0.54% | |
| 45 | VTVVANGUARD INDEX FDS | 17,732 | $3.0M | 0.50% | |
| 46 | GOOGALPHABET INC | 15,762 | $3.0M | 0.50% | |
| 47 | AMATAPPLIED MATLS INC | 18,301 | $3.0M | 0.50% | |
| 48 | VGTVANGUARD WORLD FD | 4,342 | $2.7M | 0.45% | |
| 49 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,913 | $2.7M | 0.45% | |
| 50 | CSCOCISCO SYS INC | 43,646 | $2.6M | 0.43% | |
| 51 | METAMETA PLATFORMS INC | 4,363 | $2.6M | 0.43% | |
| 52 | EMBISHARES TR | 27,923 | $2.5M | 0.41% | |
| 53 | VUGVANGUARD INDEX FDS | 5,612 | $2.3M | 0.38% | |
| 54 | CRWDCROWDSTRIKE HLDGS INC | 6,656 | $2.3M | 0.38% | |
| 55 | BINCBLACKROCK ETF TRUST II | 43,343 | $2.2M | 0.37% | |
| 56 | VBVANGUARD INDEX FDS | 9,202 | $2.2M | 0.37% | |
| 57 | GOOGLALPHABET INC | 11,114 | $2.1M | 0.35% | |
| 58 | VHTVANGUARD WORLD FD | 7,332 | $1.9M | 0.31% | |
| 59 | IAU*ISHARES GOLD TR | 37,445 | $1.9M | 0.31% | |
| 60 | DGCFXDFA GLOBAL CORE PLUS FIX | 180,626 | $1.6M | 0.27% | |
| 61 | VEAVanguard FTSE Developed Markets ETF | 32,681 | $1.6M | 0.26% | |
| 62 | VFHVANGUARD WORLD FD | 13,164 | $1.6M | 0.26% | |
| 63 | AQLTISHARES TR | 66,105 | $1.5M | 0.25% | |
| 64 | VBRVANGUARD INDEX FDS | 7,593 | $1.5M | 0.25% | |
| 65 | TLHISHARES TR | 14,699 | $1.5M | 0.24% | |
| 66 | NDQINVSC QQQ TRUST SRS 1 | 2,758 | $1.4M | 0.24% | |
| 67 | ADPAUTOMATIC DATA PROCESSING IN | 4,684 | $1.4M | 0.23% | |
| 68 | MGKVANGUARD WORLD FD | 3,920 | $1.3M | 0.22% | |
| 69 | OEFISHARES TR | 4,542 | $1.3M | 0.22% | |
| 70 | AVGOBROADCOM INC | 5,608 | $1.3M | 0.22% | |
| 71 | ABBVABBVIE INC | 7,212 | $1.3M | 0.21% | |
| 72 | INTUINTUIT | 2,018 | $1.3M | 0.21% | |
| 73 | PGPROCTER AND GAMBLE CO | 7,344 | $1.2M | 0.21% | |
| 74 | LLYELI LILLY &CO | 1,586 | $1.2M | 0.20% | |
| 75 | BACBANK AMERICA CORP | 26,999 | $1.2M | 0.20% | |
| 76 | IBMINTERNATIONAL BUSINESS MACHS | 5,300 | $1.2M | 0.19% | |
| 77 | MSCIMSCI INC | 1,883 | $1.1M | 0.19% | |
| 78 | JPMJPMORGAN CHASE | 4,589 | $1.1M | 0.18% | |
| 79 | FTECFIDELITY COVINGTON TRUST | 5,491 | $1.0M | 0.17% | |
| 80 | COWZPACER FDS TR | 17,234 | $973K | 0.16% | |
| 81 | VVVANGUARD INDEX FDS | 3,584 | $966K | 0.16% | |
| 82 | HDHOME DEPOT INC | 2,369 | $921K | 0.15% | |
| 83 | WFCWELLS FARGO CO NEW | 12,855 | $902K | 0.15% | |
| 84 | SPYSPDR SP 500 ETF IV | 1,522 | $891K | 0.15% | |
| 85 | DISDISNEY WALT CO | 7,621 | $848K | 0.14% | |
| 86 | COSTCOSTCO WHSL CORP NEW | 881 | $807K | 0.13% | |
| 87 | AMDADVANCED MICRO DEVICES INC | 6,386 | $771K | 0.13% | |
| 88 | XOMEXXON MOBIL CORP | 7,091 | $762K | 0.13% | |
| 89 | SPYMSPDR SER TR | 10,907 | $751K | 0.13% | |
| 90 | SSENTINELONE INC | 33,780 | $749K | 0.12% | |
| 91 | LMTLOCKHEED MARTIN CORP | 1,528 | $742K | 0.12% | |
| 92 | VNQVANGUARD INDEX FDS | 8,283 | $737K | 0.12% | |
| 93 | SCHBSCHWAB STRATEGIC TR | 32,164 | $730K | 0.12% | |
| 94 | DBEFDBX ETF TR | 17,207 | $712K | 0.12% | |
| 95 | VONGVANGUARD RUSSELL 1000 | 6,889 | $711K | 0.12% | |
| 96 | XLKSELECT SECTOR SPDR TR | 2,990 | $695K | 0.12% | |
| 97 | IJRISHARES TR | 5,875 | $676K | 0.11% | |
| 98 | AMGNAMGEN INC | 2,545 | $663K | 0.11% | |
| 99 | EFAISHARES TR | 8,620 | $651K | 0.11% | |
| 100 | ADBEADOBE INC | 1,419 | $631K | 0.11% |
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