| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM USD0 00001 | 22 | Q2 2024 | 12.9% |
| CHEVRON CORP NEW COM | 22 | Q2 2024 | 6.5% |
| MICROSOFT CORP | 22 | Q2 2024 | 2.7% |
| VANGUARD S&P 500 ETF SHS | 22 | Q2 2024 | 2.8% |
| VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 22 | Q2 2024 | 2.3% |
| ISHARES TR MSCI USA MIN VOL | 22 | Q2 2024 | 4.9% |
| TESLA INC COM | 22 | Q2 2024 | 1.7% |
| VANGUARD TOTAL BOND MARKET ETF | 22 | Q2 2024 | 11.7% |
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | 22 | Q2 2024 | 4.1% |
| AMAZONCOM INC | 22 | Q2 2024 | 1.0% |
View LIBERTY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-09 |
View LIBERTY WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.