$257 Million is the total value of LIBERTY WEALTH MANAGEMENT LLC's 1138 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IXG | New | ISHARES TRglobal finls etf | $3,966,000 | – | 51,122 | +100.0% | 1.54% | – |
| IYE | New | ISHARES TRu.s. energy etf | $3,590,000 | – | 123,422 | +100.0% | 1.40% | – |
| IAU | New | ISHARES GOLD TRishares new | $3,492,000 | – | 103,697 | +100.0% | 1.36% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $1,670,000 | – | 48,419 | +100.0% | 0.65% | – |
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $825,000 | – | 30,564 | +100.0% | 0.32% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $269,000 | – | 3,543 | +100.0% | 0.10% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $212,000 | – | 3,279 | +100.0% | 0.08% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $212,000 | – | 3,078 | +100.0% | 0.08% | – |
| DIVB | New | ISHARES TRus divid bybck | $174,000 | – | 4,427 | +100.0% | 0.07% | – |
| ILTB | New | ISHARES TRcore lt usdb etf | $109,000 | – | 1,508 | +100.0% | 0.04% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $106,000 | – | 1,530 | +100.0% | 0.04% | – |
| SLV | New | ISHARES SILVER TRishares | $97,000 | – | 4,000 | +100.0% | 0.04% | – |
| DFAT | New | DIMENSIONAL ETF TRUSTus targeted vlu | $85,000 | – | 1,888 | +100.0% | 0.03% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $71,000 | – | 861 | +100.0% | 0.03% | – |
| TXG | New | 10X GENOMICS INC | $58,000 | – | 295 | +100.0% | 0.02% | – |
| HYD | New | VANECK VECTORS ETF TRhigh yld mun etf | $56,000 | – | 879 | +100.0% | 0.02% | – |
| POR | New | PORTLAND GEN ELEC CO | $43,000 | – | 928 | +100.0% | 0.02% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $41,000 | – | 1,121 | +100.0% | 0.02% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $40,000 | – | 760 | +100.0% | 0.02% | – |
| LRCX | New | LAM RESEARCH CORP | $41,000 | – | 63 | +100.0% | 0.02% | – |
| PCK | New | PIMCO CALIF MUN INCOME FD II | $40,000 | – | 4,176 | +100.0% | 0.02% | – |
| CFG | New | CITIZENS FINL GROUP INC | $40,000 | – | 864 | +100.0% | 0.02% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $41,000 | – | 703 | +100.0% | 0.02% | – |
| PBCT | New | PEOPLES UNITED FINANCIAL INC | $35,000 | – | 2,019 | +100.0% | 0.01% | – |
| AGCO | New | AGCO CORP | $34,000 | – | 259 | +100.0% | 0.01% | – |
| VRSN | New | VERISIGN INC | $28,000 | – | 121 | +100.0% | 0.01% | – |
| HTRB | New | HARTFORD FDS EXCHANGE TRADEDtotal rtrn etf | $28,000 | – | 689 | +100.0% | 0.01% | – |
| BAB | New | INVESCO EXCH TRADED FD TR IItaxable mun bd | $29,000 | – | 888 | +100.0% | 0.01% | – |
| ITUB | New | ITAU UNIBANCO HLDG S Aspon adr rep pfd | $22,000 | – | 3,724 | +100.0% | 0.01% | – |
| DLR | New | DIGITAL RLTY TR INC | $24,000 | – | 162 | +100.0% | 0.01% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $24,000 | – | 297 | +100.0% | 0.01% | – |
| ROST | New | ROSS STORES INC | $22,000 | – | 180 | +100.0% | 0.01% | – |
| RJA | New | SWEDISH EXPT CR CORProg agri etn22 | $21,000 | – | 2,700 | +100.0% | 0.01% | – |
| VIPS | New | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $20,000 | – | 1,007 | +100.0% | 0.01% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $20,000 | – | 300 | +100.0% | 0.01% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $20,000 | – | 440 | +100.0% | 0.01% | – |
| TDTT | New | FLEXSHARES TRiboxx 3r targt | $20,000 | – | 739 | +100.0% | 0.01% | – |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $19,000 | – | 1,199 | +100.0% | 0.01% | – |
| PLUG | New | PLUG POWER INC | $18,000 | – | 522 | +100.0% | 0.01% | – |
| IPAC | New | ISHARES TRcore msci pac | $17,000 | – | 263 | +100.0% | 0.01% | – |
| STEM | New | STEM INC | $18,000 | – | 500 | +100.0% | 0.01% | – |
| VCV | New | INVESCO CALIF VALUE MUN INCO | $17,000 | – | 1,200 | +100.0% | 0.01% | – |
| EUSB | New | ISHARES TResg adv ttl usd | $17,000 | – | 341 | +100.0% | 0.01% | – |
| EVM | New | EATON VANCE CALIF MUN BD FD | $17,000 | – | 1,394 | +100.0% | 0.01% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $17,000 | – | 58 | +100.0% | 0.01% | – |
| IPAY | New | ETF MANAGERS TRprime mobile pay | $15,000 | – | 210 | +100.0% | 0.01% | – |
| IEUR | New | ISHARES TRcore msci euro | $15,000 | – | 259 | +100.0% | 0.01% | – |
| LITE | New | LUMENTUM HLDGS INC | $16,000 | – | 200 | +100.0% | 0.01% | – |
| COIN | New | COINBASE GLOBAL INC | $12,000 | – | 48 | +100.0% | 0.01% | – |
| ESG | New | FLEXSHARES TRstox us esg slct | $12,000 | – | 116 | +100.0% | 0.01% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $13,000 | – | 500 | +100.0% | 0.01% | – |
| VMC | New | VULCAN MATLS CO | $12,000 | – | 70 | +100.0% | 0.01% | – |
| OGN | New | ORGANON & CO | $12,000 | – | 407 | +100.0% | 0.01% | – |
| INMD | New | INMODE LTD | $13,000 | – | 138 | +100.0% | 0.01% | – |
| PTR | New | PETROCHINA CO LTDsponsored adr | $14,000 | – | 277 | +100.0% | 0.01% | – |
| IDNA | New | ISHARES TRgenomics immun | $13,000 | – | 250 | +100.0% | 0.01% | – |
| JAGG | New | J P MORGAN EXCHANGE-TRADED Fus aggregate etf | $14,000 | – | 259 | +100.0% | 0.01% | – |
| IDEV | New | ISHARES TRcore msci intl | $13,000 | – | 192 | +100.0% | 0.01% | – |
| ZNGA | New | ZYNGA INCcl a | $10,000 | – | 943 | +100.0% | 0.00% | – |
| CNX | New | CNX RES CORP | $11,000 | – | 840 | +100.0% | 0.00% | – |
| ABNB | New | AIRBNB INC | $8,000 | – | 50 | +100.0% | 0.00% | – |
| RNA | New | AVIDITY BIOSCIENCES INC | $7,000 | – | 300 | +100.0% | 0.00% | – |
| MUC | New | BLACKROCK MUNIHLDNGS CALI QL | $8,000 | – | 522 | +100.0% | 0.00% | – |
| HAIN | New | HAIN CELESTIAL GROUP INC | $8,000 | – | 200 | +100.0% | 0.00% | – |
| EWL | New | ISHARES INCmsci switzerland | $8,000 | – | 160 | +100.0% | 0.00% | – |
| SUSC | New | ISHARES TResg awre usd etf | $8,000 | – | 306 | +100.0% | 0.00% | – |
| USXF | New | ISHARES TResg msci usa etf | $7,000 | – | 190 | +100.0% | 0.00% | – |
| LGIH | New | LGI HOMES INC | $9,000 | – | 53 | +100.0% | 0.00% | – |
| MLM | New | MARTIN MARIETTA MATLS INC | $8,000 | – | 22 | +100.0% | 0.00% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $9,000 | – | 147 | +100.0% | 0.00% | – |
| MDLA | New | MEDALLIA INC | $7,000 | – | 200 | +100.0% | 0.00% | – |
| HYS | New | PIMCO ETF TR0-5 high yield | $7,000 | – | 65 | +100.0% | 0.00% | – |
| GXC | New | SPDR INDEX SHS FDSs&p china etf | $8,000 | – | 59 | +100.0% | 0.00% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $7,000 | – | 88 | +100.0% | 0.00% | – |
| SCCO | New | SOUTHERN COPPER CORP | $8,000 | – | 127 | +100.0% | 0.00% | – |
| TNL | New | TRAVEL PLUS LEISURE CO | $7,000 | – | 111 | +100.0% | 0.00% | – |
| PATH | New | UIPATH INCcl a | $7,000 | – | 108 | +100.0% | 0.00% | – |
| ESGV | New | VANGUARD WORLD FDesg us stk etf | $8,000 | – | 98 | +100.0% | 0.00% | – |
| PATK | New | PATRICK INDS INC | $6,000 | – | 81 | +100.0% | 0.00% | – |
| RDWR | New | RADWARE LTDord | $5,000 | – | 159 | +100.0% | 0.00% | – |
| TX | New | TERNIUM SAsponsored ads | $4,000 | – | 101 | +100.0% | 0.00% | – |
| TER | New | TERADYNE INC | $5,000 | – | 38 | +100.0% | 0.00% | – |
| FAX | New | ABERDEEN ASIA-PACIFIC INCOME | $5,000 | – | 1,170 | +100.0% | 0.00% | – |
| NTUS | New | NATUS MED INC DEL | $5,000 | – | 191 | +100.0% | 0.00% | – |
| AKUS | New | AKOUOS INC | $6,000 | – | 500 | +100.0% | 0.00% | – |
| ABEV | New | AMBEV SAsponsored adr | $6,000 | – | 1,800 | +100.0% | 0.00% | – |
| NOVN | New | NOVAN INC | $5,000 | – | 475 | +100.0% | 0.00% | – |
| FERG | New | FERGUSON PLC NEW | $5,000 | – | 36 | +100.0% | 0.00% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $4,000 | – | 15 | +100.0% | 0.00% | – |
| OCX | New | ONCOCYTE CORP | $6,000 | – | 1,000 | +100.0% | 0.00% | – |
| XPEV | New | XPENG INCads | $4,000 | – | 100 | +100.0% | 0.00% | – |
| WIT | New | WIPRO LTDspon adr 1 sh | $4,000 | – | 463 | +100.0% | 0.00% | – |
| SNP | New | CHINA PETROLEUM & CHEMICAL C | $4,000 | – | 70 | +100.0% | 0.00% | – |
| VTEB | New | VANGUARD MUN BD FDStax exempt bd | $4,000 | – | 66 | +100.0% | 0.00% | – |
| CPUHU | New | COMPUTE HEALTH ACQUISITIN COunit 99/99/9999 | $4,000 | – | 400 | +100.0% | 0.00% | – |
| CWB | New | SPDR SER TRblmbrg brc cnvrt | $4,000 | – | 355 | +100.0% | 0.00% | – |
| RWR | New | SPDR SER TRdj reit etf | $5,000 | – | 51 | +100.0% | 0.00% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $5,000 | – | 35 | +100.0% | 0.00% | – |
| DBRG | New | DIGITALBRIDGE GROUP INC | $5,000 | – | 664 | +100.0% | 0.00% | – |
| DMXF | New | ISHARES TResg eafe etf | $5,000 | – | 74 | +100.0% | 0.00% | – |
| ESML | New | ISHARES TResg aware msci | $6,000 | – | 147 | +100.0% | 0.00% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $6,000 | – | 73 | +100.0% | 0.00% | – |
| SUSB | New | ISHARES TResg awre 1 5 yr | $5,000 | – | 192 | +100.0% | 0.00% | – |
| FLTR | New | VANECK VECTORS ETF TRinvt grade fltg | $6,000 | – | 222 | +100.0% | 0.00% | – |
| U | New | UNITY SOFTWARE INC | $5,000 | – | 43 | +100.0% | 0.00% | – |
| AOA | New | ISHARES TRaggres alloc etf | $6,000 | – | 88 | +100.0% | 0.00% | – |
| ACWX | New | ISHARES TRmsci acwi ex us | $5,000 | – | 91 | +100.0% | 0.00% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $6,000 | – | 36 | +100.0% | 0.00% | – |
| EPAM | New | EPAM SYS INC | $4,000 | – | 7 | +100.0% | 0.00% | – |
| POOL | New | POOL CORP | $2,000 | – | 5 | +100.0% | 0.00% | – |
| MUFG | New | MITSUBISHI UFJ FINL GROUP INsponsored ads | $3,000 | – | 525 | +100.0% | 0.00% | – |
| SKM | New | SK TELECOM LTDsponsored adr | $2,000 | – | 77 | +100.0% | 0.00% | – |
| LII | New | LENNOX INTL INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| LPLA | New | LPL FINL HLDGS INC | $3,000 | – | 19 | +100.0% | 0.00% | – |
| GRUB | New | JUST EAT TAKEAWAY COM N Vsponsored ads | $2,000 | – | 103 | +100.0% | 0.00% | – |
| PZA | New | INVESCO EXCH TRADED FD TR IInatl amt muni | $3,000 | – | 125 | +100.0% | 0.00% | – |
| HLI | New | HOULIHAN LOKEY INCcl a | $2,000 | – | 27 | +100.0% | 0.00% | – |
| SPG | New | SIMON PPTY GROUP INC NEW | $3,000 | – | 21 | +100.0% | 0.00% | – |
| SITE | New | SITEONE LANDSCAPE SUPPLY INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| THO | New | THOR INDS INC | $2,000 | – | 16 | +100.0% | 0.00% | – |
| ENTG | New | ENTEGRIS INC | $2,000 | – | 19 | +100.0% | 0.00% | – |
| DLTR | New | DOLLAR TREE INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| VCEB | New | VANGUARD WORLD FDesg us corp bd | $2,000 | – | 23 | +100.0% | 0.00% | – |
| XRAY | New | DENTSPLY SIRONA INC | $2,000 | – | 33 | +100.0% | 0.00% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $2,000 | – | 21 | +100.0% | 0.00% | – |
| CPRT | New | COPART INC | $2,000 | – | 13 | +100.0% | 0.00% | – |
| COO | New | COOPER COS INC | $2,000 | – | 5 | +100.0% | 0.00% | – |
| CRL | New | CHARLES RIV LABS INTL INC | $3,000 | – | 7 | +100.0% | 0.00% | – |
| CCMP | New | CMC MATERIALS INC | $3,000 | – | 20 | +100.0% | 0.00% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $2,000 | – | 16 | +100.0% | 0.00% | – |
| BAK | New | BRASKEM S Asp adr pfd a | $2,000 | – | 97 | +100.0% | 0.00% | – |
| BLE | New | BLACKROCK MUNI INCOME TR II | $2,000 | – | 120 | +100.0% | 0.00% | – |
| WRB | New | BERKLEY W R CORP | $2,000 | – | 22 | +100.0% | 0.00% | – |
| BSY | New | BENTLEY SYS INC | $2,000 | – | 24 | +100.0% | 0.00% | – |
| AVNW | New | AVIAT NETWORKS INC | $2,000 | – | 50 | +100.0% | 0.00% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORPORATIcl a | $3,000 | – | 6 | +100.0% | 0.00% | – |
| ANTM | New | ANTHEM INC | $2,000 | – | 4 | +100.0% | 0.00% | – |
| NE | New | NOBLE CORP NEW | $2,000 | – | 77 | +100.0% | 0.00% | – |
| ACH | New | ALUMINUM CORP CHINA LIMITED | $3,000 | – | 235 | +100.0% | 0.00% | – |
| AVAV | New | AEROVIRONMENT INC | $3,000 | – | 25 | +100.0% | 0.00% | – |
| ZIM | New | ZIM INTEGRATED SHIPPING SERV | $3,000 | – | 71 | +100.0% | 0.00% | – |
| NDSN | New | NORDSON CORP | $2,000 | – | 8 | +100.0% | 0.00% | – |
| DCT | New | DUCK CREEK TECHNOLOGIES INC | $1,000 | – | 21 | +100.0% | 0.00% | – |
| GDRX | New | GOODRX HLDGS INC | $0 | – | 13 | +100.0% | 0.00% | – |
| GTX | New | GARRETT MOTION INC | $0 | – | 14 | +100.0% | 0.00% | – |
| HSON | New | HUDSON GLOBAL INC | $0 | – | 1 | +100.0% | 0.00% | – |
| GRX | New | GABELLI HLTHCARE & WELLNESS | $0 | – | 25 | +100.0% | 0.00% | – |
| FCX | New | FREEPORT-MCMORAN INCcl b | $1,000 | – | 26 | +100.0% | 0.00% | – |
| ING | New | ING GROEP N.V.sponsored adr | $1,000 | – | 64 | +100.0% | 0.00% | – |
| TDY | New | TELEDYNE TECHNOLOGIES INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| IBKR | New | INTERACTIVE BROKERS GROUP IN | $1,000 | – | 20 | +100.0% | 0.00% | – |
| IVR | New | INVESCO MORTGAGE CAPITAL INC | $0 | – | 2 | +100.0% | 0.00% | – |
| SBCF | New | SEACOAST BKG CORP FLA | $0 | – | 202 | +100.0% | 0.00% | – |
| XLG | New | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $1,000 | – | 3 | +100.0% | 0.00% | – |
| JOBS | New | 51JOB INCsponsored ads | $0 | – | 4 | +100.0% | 0.00% | – |
| SCHO | New | SCHWAB STRATEGIC TRsht tm us tres | $0 | – | 1 | +100.0% | 0.00% | – |
| EXPO | New | EXPONENT INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| TVTY | New | TIVITY HEALTH INC | $0 | – | 2 | +100.0% | 0.00% | – |
| TTC | New | TORO CO | $0 | – | 2 | +100.0% | 0.00% | – |
| SCHX | New | SCHWAB STRATEGIC TRus lrg cap etf | $1,000 | – | 11 | +100.0% | 0.00% | – |
| EWC | New | ISHARES INCmsci cda etf | $1,000 | – | 33 | +100.0% | 0.00% | – |
| EFOI | New | ENERGY FOCUS INC | $1,000 | – | 175 | +100.0% | 0.00% | – |
| ELAN | New | ELANCO ANIMAL HEALTH INC | $1,000 | – | 36 | +100.0% | 0.00% | – |
| IGV | New | ISHARES TRexpanded tech | $0 | – | 18 | +100.0% | 0.00% | – |
| ICVT | New | ISHARES TRconv bd etf | $1,000 | – | 77 | +100.0% | 0.00% | – |
| UNM | New | UNUM GROUP | $0 | – | 1 | +100.0% | 0.00% | – |
| IAGG | New | ISHARES TRcore intl aggr | $0 | – | 1 | +100.0% | 0.00% | – |
| QQQE | New | DIREXION SHS ETF TRnas100 eql wgt | $0 | – | 4 | +100.0% | 0.00% | – |
| SPTI | New | SPDR SER TRportfli intrmdit | $1,000 | – | 31 | +100.0% | 0.00% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $1,000 | – | 34 | +100.0% | 0.00% | – |
| CPNG | New | COUPANG INCcl a | $0 | – | 10 | +100.0% | 0.00% | – |
| BWX | New | SPDR SER TRblomberg intl tr | $1,000 | – | 24 | +100.0% | 0.00% | – |
| LODE | New | COMSTOCK MNG INC | $0 | – | 100 | +100.0% | 0.00% | – |
| SPBO | New | SPDR SER TRportfolio crport | $1,000 | – | 18 | +100.0% | 0.00% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $1,000 | – | 6 | +100.0% | 0.00% | – |
| LBRDA | New | LIBERTY BROADBAND CORP | $0 | – | 2 | +100.0% | 0.00% | – |
| CHE | New | CHEMED CORP NEW | $1,000 | – | 2 | +100.0% | 0.00% | – |
| CWH | New | CAMPING WORLD HLDGS INCcl a | $0 | – | 2 | +100.0% | 0.00% | – |
| CSQ | New | CALAMOS STRATEGIC TOTAL RETU | $0 | – | 7 | +100.0% | 0.00% | – |
| BATRA | New | LIBERTY MEDIA CORP DEL | $0 | – | 1 | +100.0% | 0.00% | – |
| ROL | New | ROLLINS INC | $1,000 | – | 26 | +100.0% | 0.00% | – |
| BTZ | New | BLACKROCK CR ALLOCATION INCO | $1,000 | – | 8 | +100.0% | 0.00% | – |
| BL | New | BLACKLINE INC | $1,000 | – | 8 | +100.0% | 0.00% | – |
| RSVA | New | RODGERS SILICON VALLEY AQ CO | $1,000 | – | 24 | +100.0% | 0.00% | – |
| RBLX | New | ROBLOX CORPcl a | $1,000 | – | 6 | +100.0% | 0.00% | – |
| AZPN | New | ASPEN TECHNOLOGY INC | $1,000 | – | 9 | +100.0% | 0.00% | – |
| IPO | New | RENAISSANCE CAP GREENWICH FDipo etf | $0 | – | 16 | +100.0% | 0.00% | – |
| ARNC | New | ARCONIC CORPORATION | $0 | – | 12 | +100.0% | 0.00% | – |
| New | APPLIED DNA SCIENCES INC | $0 | – | 1 | +100.0% | 0.00% | – | |
| O | New | REALTY INCOME CORP | $0 | – | 313 | +100.0% | 0.00% | – |
| MGF | New | MFS GOVT MKTS INCOME TRsh ben int | $1,000 | – | 5 | +100.0% | 0.00% | – |
| MOS | New | MOSAIC CO NEW | $0 | – | 2 | +100.0% | 0.00% | – |
| PPT | New | PUTNAM PREMIER INCOME TRsh ben int | $1,000 | – | 5 | +100.0% | 0.00% | – |
| PHK | New | PIMCO HIGH INCOME FD | $1,000 | – | 6 | +100.0% | 0.00% | – |
| MP | New | MP MATERIALS CORP | $1,000 | – | 26 | +100.0% | 0.00% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $1,000 | – | 15 | +100.0% | 0.00% | – |
| PUK | New | PRUDENTIAL PLCadr | $0 | – | 4 | +100.0% | 0.00% | – |
| PAYC | New | PAYCOM SOFTWARE INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
| TPGY | New | TPG PACE BEN FIN CORP | $0 | – | 25 | +100.0% | 0.00% | – |
| NMR | New | NOMURA HLDGS INCsponsored adr | $0 | – | 46 | +100.0% | 0.00% | – |
| NGD | New | NEW GOLD INC CDA | $0 | – | 100 | +100.0% | 0.00% | – |
| ASIX | New | ADVANSIX INC | $0 | – | 3 | +100.0% | 0.00% | – |
| ARVL | New | ARRIVAL GROUP | $1,000 | – | 70 | +100.0% | 0.00% | – |
| MUX | New | MCEWEN MNG INC | $0 | – | 100 | +100.0% | 0.00% | – |
| ACTG | New | ACACIA RESH CORP | $1,000 | – | 100 | +100.0% | 0.00% | – |
| MU | New | MICRON TECHNOLOGY INC | $1,000 | – | 17 | +100.0% | 0.00% | – |
| MLHR | New | MILLER HERMAN INC | $0 | – | 7 | +100.0% | 0.00% | – |
| NYT | New | NEW YORK TIMES COcl a | $1,000 | – | 34 | +100.0% | 0.00% | – |
| ARKX | New | ARK ETF TRark space expl | $0 | – | 4 | +100.0% | 0.00% | – |
| NKLA | New | NIKOLA CORP | $0 | – | 10 | +100.0% | 0.00% | – |
| AES | New | AES CORP | $1,000 | – | 29 | +100.0% | 0.00% | – |
| CORP | New | PIMCO ETF TRinv grd crp bd | $0 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2021-08-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC COM USD0 00001 | 19 | Q3 2023 | 12.9% |
| CHEVRON CORP NEW COM | 19 | Q3 2023 | 6.5% |
| MICROSOFT CORP | 19 | Q3 2023 | 2.7% |
| VANGUARD S&P 500 ETF SHS | 19 | Q3 2023 | 2.8% |
| VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US | 19 | Q3 2023 | 2.3% |
| ISHARES TR MSCI USA MIN VOL | 19 | Q3 2023 | 4.9% |
| TESLA INC COM | 19 | Q3 2023 | 1.7% |
| VANGUARD TOTAL BOND MARKET ETF | 19 | Q3 2023 | 11.7% |
| VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF | 19 | Q3 2023 | 4.1% |
| AMAZONCOM INC | 19 | Q3 2023 | 1.0% |
View LIBERTY WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-15 |
| 13F-HR | 2021-11-15 |
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.