$375 Million is the total value of LIBERTY WEALTH MANAGEMENT LLC's 173 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 13.4% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Buy | DIMENSIONAL US HIGH PROFTBLTY ETFus high profitab | $41,110,000 | +1042.3% | 1,927,200 | +1104.5% | 10.96% | +651.0% | |
| IVV | Buy | ISHARES TRcore s&p500 etf | $35,218,000 | +0.0% | 98,220 | +5.8% | 9.39% | -34.2% |
| DFAC | Buy | DIMENSIONAL U S CORE EQUITY 2 ETFus core equity 2 | $24,732,000 | +949.3% | 1,112,392 | +999.2% | 6.60% | +590.0% |
| Buy | Dimensional US Marketwide Value ETFus mktwide value | $23,531,000 | +835.3% | 795,058 | +898.5% | 6.28% | +514.7% | |
| Buy | DIMENSIONAL INTERN CORE EQUITY 2 ETFintl core equity | $20,895,000 | +1190.6% | 1,091,034 | +1349.5% | 5.57% | +748.2% | |
| ESGU | Buy | ISHARES TResg awr msci usa | $17,481,000 | -1.8% | 220,209 | +3.8% | 4.66% | -35.4% |
| IUSB | Buy | ISHARES TRcore total usd | $13,398,000 | +5.0% | 301,096 | +10.4% | 3.57% | -31.0% |
| AAPL | Buy | APPLE INC | $13,070,000 | +2.3% | 94,583 | +1.2% | 3.49% | -32.7% |
| GOVT | Buy | ISHARES TRus treas bd etf | $11,603,000 | +45.0% | 509,821 | +52.1% | 3.09% | -4.7% |
| DFAT | Buy | DIMENSIONAL U S TARGETED VALUE ETFus targeted vlu | $9,467,000 | +279.7% | 243,187 | +292.2% | 2.52% | +149.8% |
| EFV | Sell | ISHARES TReafe value etf | $9,004,000 | -22.2% | 233,725 | -12.4% | 2.40% | -48.8% |
| EFG | Buy | ISHARES TReafe grwth etf | $8,689,000 | +24.1% | 119,885 | +37.7% | 2.32% | -18.4% |
| New | DIMENSIONAL ETF TRUSTemerging mkts co | $8,595,000 | – | 420,530 | +100.0% | 2.29% | – | |
| Buy | DIMENSIONAL INTERN HIGH PROFIT ETFintl high profit | $8,585,000 | +861.4% | 450,468 | +976.8% | 2.29% | +532.6% | |
| VTI | Sell | Vanguard Total Stock Market ETFtotal stk mkt | $7,645,000 | -8.2% | 42,602 | -2.2% | 2.04% | -39.7% |
| VEU | Sell | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $4,804,000 | -15.5% | 108,313 | -3.5% | 1.28% | -44.4% |
| TSLA | Buy | TESLA INC | $4,760,000 | +20.8% | 17,948 | +206.5% | 1.27% | -20.6% |
| Buy | DIMENSIONAL INTERN SMALL CAP VL ETFintl small cap v | $4,727,000 | +563.0% | 254,925 | +652.0% | 1.26% | +336.3% | |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $4,581,000 | -3.5% | 44,738 | +11.1% | 1.22% | -36.6% |
| MSFT | Buy | MICROSOFT CORP | $3,838,000 | +0.9% | 16,481 | +11.2% | 1.02% | -33.6% |
| DFAU | New | DIMENSIONAL US CORE EQUITY MARKT ETFus core eqt mkt | $3,501,000 | – | 138,973 | +100.0% | 0.93% | – |
| CVX | Buy | CHEVRON CORP NEW | $3,362,000 | +0.5% | 23,402 | +1.2% | 0.90% | -33.9% |
| TIP | Sell | ISHARES TRtips bd etf | $3,218,000 | -25.1% | 30,680 | -18.7% | 0.86% | -50.8% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $2,950,000 | +3.8% | 58,227 | +13.5% | 0.79% | -31.7% |
| VOO | Buy | VANGUARD INDEX FDS | $2,643,000 | -4.4% | 8,052 | +1.0% | 0.70% | -37.2% |
| USMV | Buy | ISHARES TRmsci usa min vol | $2,413,000 | +49.8% | 36,515 | +59.0% | 0.64% | -1.4% |
| AMZN | Buy | AMAZON COM INC | $2,260,000 | +12.8% | 20,010 | +20.6% | 0.60% | -25.8% |
| VTV | Buy | Vanguard Value ETFvalue etf | $2,198,000 | +2.6% | 17,810 | +11.2% | 0.59% | -32.6% |
| FALN | Sell | ISHARES TRfaln angls usd | $2,092,000 | -28.6% | 87,541 | -26.6% | 0.56% | -53.1% |
| MBB | Buy | ISHARES TRmbs etf | $2,049,000 | -1.9% | 22,375 | +4.2% | 0.55% | -35.5% |
| COMT | Sell | ISHARES U S ETF TRgsci cmdty stgy | $2,030,000 | -28.4% | 56,845 | -17.9% | 0.54% | -53.0% |
| SLY | Buy | SPDR SER TRs&p 600 sml cap | $1,931,000 | +61.6% | 25,515 | +70.9% | 0.52% | +6.2% |
| IAU | Buy | ISHARES GOLD TRishares new | $1,924,000 | -6.6% | 61,039 | +1.7% | 0.51% | -38.6% |
| HDV | Sell | ISHARES TRcore high dv etf | $1,883,000 | -21.6% | 20,630 | -13.8% | 0.50% | -48.5% |
| EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $1,766,000 | +4.8% | 84,176 | +16.2% | 0.47% | -31.0% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,746,000 | -5.5% | 48,040 | +19.1% | 0.47% | -37.8% |
| VB | Sell | Vanguard Small-Cap ETFsmall cp etf | $1,732,000 | -7.9% | 10,134 | -1.2% | 0.46% | -39.4% |
| IJR | New | ISHARES TRcore s&p scp etf | $1,691,000 | – | 19,406 | +100.0% | 0.45% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $1,691,000 | +2.1% | 6,336 | +4.4% | 0.45% | -32.9% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $1,680,000 | -8.1% | 7,857 | +8.6% | 0.45% | -39.5% |
| VLUE | Buy | ISHARES TRmsci usa value | $1,635,000 | -7.0% | 19,976 | +2.8% | 0.44% | -38.8% |
| LMT | New | LOCKHEED MARTIN CORP | $1,513,000 | – | 3,919 | +100.0% | 0.40% | – |
| ORCL | Buy | ORACLE CORP | $1,409,000 | -11.0% | 23,076 | +1.8% | 0.38% | -41.5% |
| IYE | Sell | ISHARES TRu.s. energy etf | $1,398,000 | -43.6% | 35,581 | -45.3% | 0.37% | -62.9% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,225,000 | -9.3% | 3,986 | -3.6% | 0.33% | -40.3% |
| ICVT | Sell | ISHARES TRconv bd etf | $1,185,000 | -23.5% | 17,207 | -23.0% | 0.32% | -49.7% |
| TLH | Buy | ISHARES TR10-20 yr trs etf | $1,167,000 | +0.2% | 10,720 | +10.4% | 0.31% | -34.2% |
| AMAT | New | APPLIED MATLS INC | $1,100,000 | – | 13,437 | +100.0% | 0.29% | – |
| IXG | Buy | ISHARES TRglobal finls etf | $1,052,000 | -0.8% | 17,162 | +6.3% | 0.28% | -34.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $1,030,000 | -8.1% | 10,714 | +1992.6% | 0.28% | -39.6% |
| ABBV | Sell | ABBVIE INC | $943,000 | -28.3% | 7,031 | -23.2% | 0.25% | -52.9% |
| ESGE | Buy | ISHARES INCesg awr msci em | $931,000 | -6.3% | 33,691 | +9.5% | 0.25% | -38.5% |
| VHT | Buy | VANGUARD WORLD FDShealth car etf | $911,000 | +1.1% | 4,074 | +6.5% | 0.24% | -33.4% |
| IFRA | Sell | ISHARES TRus infrastruc | $902,000 | -36.2% | 27,995 | -32.6% | 0.24% | -57.9% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $903,000 | -9.4% | 11,272 | +3.0% | 0.24% | -40.3% |
| S | SENTINELONE INCcl a | $863,000 | +9.5% | 33,780 | 0.0% | 0.23% | -28.1% | |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $858,000 | -5.6% | 26,716 | +1.7% | 0.23% | -37.9% |
| MSCI | Buy | MSCI INC | $801,000 | +3.1% | 1,899 | +0.6% | 0.21% | -32.1% |
| DIS | Sell | DISNEY WALT CO | $777,000 | -27.2% | 8,239 | -17.1% | 0.21% | -52.2% |
| PG | Buy | PROCTER AND GAMBLE CO | $758,000 | -11.2% | 6,010 | +1.1% | 0.20% | -41.6% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $740,000 | -6.2% | 9,947 | -2.7% | 0.20% | -38.4% |
| LQD | New | ISHARES TRiboxx inv cp etf | $721,000 | – | 7,042 | +100.0% | 0.19% | – |
| UNH | Buy | UNITEDHEALTH GROUP INC | $701,000 | +92.6% | 1,389 | +95.9% | 0.19% | +26.4% |
| ADP | Sell | AUTOMATIC DATA PROCESSING IN | $686,000 | +7.2% | 3,036 | -0.5% | 0.18% | -29.6% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $675,000 | -7.5% | 4,183 | +4.5% | 0.18% | -39.2% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $662,000 | -1.0% | 4,618 | +3.3% | 0.18% | -34.7% |
| INTU | Buy | INTUIT | $663,000 | +0.6% | 1,711 | +0.1% | 0.18% | -33.7% |
| V | Buy | VISA INC | $652,000 | +0.9% | 3,670 | +11.8% | 0.17% | -33.6% |
| BNDX | Buy | Vanguard Total International Bond ETFtotal int bd etf | $644,000 | +2.9% | 13,518 | +13.9% | 0.17% | -32.3% |
| FB | Buy | META PLATFORMS INCcl a | $628,000 | -9.6% | 4,634 | +8.0% | 0.17% | -40.8% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $619,000 | -7.7% | 6,480 | +2003.9% | 0.16% | -39.3% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $617,000 | -9.9% | 16,923 | +16.3% | 0.16% | -40.6% |
| ADI | Buy | ANALOG DEVICES INC | $616,000 | -2.1% | 4,422 | +2.6% | 0.16% | -35.7% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $600,000 | -4.9% | 3,670 | +0.2% | 0.16% | -37.5% |
| CLX | Buy | CLOROX CO DEL | $593,000 | -7.2% | 4,622 | +1.9% | 0.16% | -39.0% |
| BAC | Buy | BK OF AMERICA CORP | $590,000 | -2.6% | 19,558 | +0.3% | 0.16% | -36.2% |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $583,000 | -22.8% | 14,216 | -19.0% | 0.16% | -49.3% |
| HD | Buy | HOME DEPOT INC | $571,000 | +3.1% | 2,071 | +2.5% | 0.15% | -32.4% |
| MRK | Buy | MERCK CO INC | $536,000 | -5.3% | 6,227 | +0.2% | 0.14% | -37.8% |
| BND | Buy | Vanguard Total Bond Market ETFtotal bnd mrkt | $517,000 | -4.3% | 7,272 | +1.9% | 0.14% | -37.0% |
| IXN | Sell | ISHARES TRglobal tech etf | $513,000 | -11.4% | 12,163 | -4.1% | 0.14% | -41.7% |
| BSV | Buy | Vanguard Short-Term Bond ETFshort trm bond | $507,000 | +11.9% | 6,787 | +18.3% | 0.14% | -26.6% |
| WFC | Buy | WELLS FARGO CO NEW | $507,000 | +3.3% | 12,625 | +0.6% | 0.14% | -32.2% |
| AMGN | Buy | AMGEN INC | $501,000 | -2.5% | 2,223 | +5.1% | 0.13% | -35.6% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $497,000 | -14.6% | 4,187 | +1.4% | 0.13% | -43.6% |
| PEP | Buy | PEPSICO INC | $486,000 | +2.7% | 2,981 | +5.0% | 0.13% | -32.3% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $479,000 | -25.5% | 7,566 | -10.2% | 0.13% | -51.0% |
| JPM | Buy | JPMORGAN CHASE CO | $479,000 | +9.4% | 4,585 | +17.9% | 0.13% | -28.1% |
| T | Buy | ATT INC | $473,000 | -23.3% | 30,891 | +4.9% | 0.13% | -49.6% |
| IBB | ISHARES TRishares biotech | $473,000 | -0.6% | 4,046 | 0.0% | 0.13% | -34.7% | |
| MGK | Buy | VANGUARD WORLD FDmega grwth ind | $462,000 | +63.8% | 2,656 | +24.0% | 0.12% | +7.9% |
| SBUX | Buy | STARBUCKS CORP | $453,000 | +12.4% | 5,377 | +1.9% | 0.12% | -25.8% |
| JNJ | Buy | JOHNSON JOHNSON | $453,000 | -7.9% | 2,775 | +0.1% | 0.12% | -39.5% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $380,000 | -23.7% | 10,017 | +2.0% | 0.10% | -50.0% |
| CSCO | Buy | CISCO SYS INC | $374,000 | -0.3% | 9,366 | +6.5% | 0.10% | -34.2% |
| LLY | Sell | LILLY ELI CO | $354,000 | -0.6% | 1,097 | -0.1% | 0.09% | -34.7% |
| KO | Buy | COCA COLA CO | $350,000 | -10.3% | 6,263 | +0.4% | 0.09% | -41.1% |
| ABM | Buy | ABM INDS INC | $345,000 | -11.5% | 9,048 | +0.5% | 0.09% | -41.8% |
| EMB | Buy | ISHARES TRjpmorgan usd emg | $341,000 | +3.6% | 4,300 | +11.2% | 0.09% | -31.6% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $342,000 | -6.8% | 2,664 | -0.3% | 0.09% | -38.9% |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $333,000 | -11.2% | 5,932 | 0.0% | 0.09% | -41.4% | |
| NKE | Buy | NIKE INCcl b | $334,000 | -16.5% | 4,020 | +2.7% | 0.09% | -45.1% |
| EFA | Sell | ISHARES TRmsci eafe etf | $321,000 | -24.1% | 5,741 | -15.3% | 0.09% | -50.0% |
| XOM | Sell | EXXON MOBIL CORP | $318,000 | -7.3% | 3,653 | -8.9% | 0.08% | -38.8% |
| NVDA | Buy | NVIDIA CORPORATION | $316,000 | -12.9% | 2,611 | +8.9% | 0.08% | -42.9% |
| ABT | Buy | ABBOTT LABS | $304,000 | -7.6% | 3,142 | +3.7% | 0.08% | -39.1% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $295,000 | +7.7% | 2,485 | +15.3% | 0.08% | -28.8% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $295,000 | -42.3% | 1,404 | -35.0% | 0.08% | -61.8% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $297,000 | +26.4% | 7,075 | +33.3% | 0.08% | -16.8% |
| MA | New | MASTERCARD INCORPORATEDcl a | $285,000 | – | 1,002 | +100.0% | 0.08% | – |
| ICLN | Buy | ISHARES TRgl clean ene etf | $283,000 | +1.4% | 14,856 | +1.1% | 0.08% | -33.6% |
| HSY | Buy | HERSHEY CO | $281,000 | +35.7% | 1,275 | +32.0% | 0.08% | -10.7% |
| QCLN | Buy | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $283,000 | +10.5% | 4,968 | +1.0% | 0.08% | -27.9% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $278,000 | +15.8% | 1,040 | +21.5% | 0.07% | -23.7% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $277,000 | +3.0% | 2,054 | +9.5% | 0.07% | -32.1% |
| BMY | Sell | BRISTOL-MYERS SQUIBB CO | $276,000 | -17.4% | 3,891 | -10.3% | 0.07% | -45.2% |
| ALL | ALLSTATE CORP | $271,000 | -1.8% | 2,183 | 0.0% | 0.07% | -35.7% | |
| INTC | Sell | INTEL CORP | $265,000 | -31.2% | 10,300 | -0.1% | 0.07% | -54.5% |
| COST | Sell | COSTCO WHSL CORP NEW | $265,000 | -25.1% | 563 | -23.7% | 0.07% | -50.7% |
| LOW | Buy | LOWES COS INC | $264,000 | +7.8% | 1,408 | +0.2% | 0.07% | -29.3% |
| SPY | Sell | SPDR S.P 500 ETF TRtr unit | $257,000 | -34.6% | 719 | -31.1% | 0.07% | -56.6% |
| PFE | Buy | PFIZER INC | $257,000 | -14.9% | 5,894 | +2.2% | 0.07% | -43.9% |
| RPV | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $255,000 | -6.6% | 3,660 | +0.7% | 0.07% | -38.7% |
| UNP | Buy | UNION PAC CORP | $251,000 | -1.6% | 1,288 | +7.6% | 0.07% | -35.0% |
| EXR | Buy | EXTRA SPACE STORAGE INC | $253,000 | +3.3% | 1,467 | +1.5% | 0.07% | -32.3% |
| SJW | SJW GROUP | $251,000 | -7.7% | 4,360 | 0.0% | 0.07% | -39.1% | |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $249,000 | -4.2% | 4,308 | -0.3% | 0.07% | -37.1% |
| NEE | Buy | NEXTERA ENERGY INC | $248,000 | +5.5% | 3,170 | +4.3% | 0.07% | -30.5% |
| BIV | Buy | VANGUARD BD INDEX FDSintermed term | $249,000 | -0.4% | 3,396 | +5.1% | 0.07% | -34.7% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $245,000 | +5.2% | 8,101 | +9.0% | 0.06% | -31.6% |
| SRE | New | SEMPRA | $243,000 | – | 1,620 | +100.0% | 0.06% | – |
| AVUV | Buy | AMERICAN CENTY ETF TRus sml cp valu | $239,000 | -2.4% | 3,615 | +0.5% | 0.06% | -35.4% |
| GLD | Sell | SPDR GOLD TR | $231,000 | -18.4% | 1,499 | -11.0% | 0.06% | -46.1% |
| USB | Buy | US BANCORP DEL | $231,000 | -4.9% | 5,739 | +8.3% | 0.06% | -37.4% |
| BA | Sell | BOEING CO | $228,000 | -14.3% | 1,885 | -3.2% | 0.06% | -43.5% |
| ESS | New | ESSEX PPTY TR INC | $224,000 | – | 927 | +100.0% | 0.06% | – |
| PM | New | PHILIP MORRIS INTL INC | $215,000 | – | 2,594 | +100.0% | 0.06% | – |
| HE | Buy | HAWAIIAN ELEC INDUSTRIES | $213,000 | -14.5% | 6,152 | +0.9% | 0.06% | -43.6% |
| DEO | Buy | DIAGEO PLCspon adr new | $209,000 | 0.0% | 1,234 | +2.7% | 0.06% | -34.1% |
| BP | Sell | BP PLCsponsored adr | $203,000 | +0.5% | 7,139 | -0.1% | 0.05% | -34.1% |
| PHM | Buy | PULTE GROUP INC | $202,000 | -5.2% | 5,410 | +0.4% | 0.05% | -37.2% |
| BCLI | Buy | BRAINSTORM CELL THERAPEUTICS | $176,000 | +114.6% | 40,000 | +33.3% | 0.05% | +42.4% |
| NAII | NATURAL ALTERNATIVES INTL IN | $141,000 | -11.3% | 15,286 | 0.0% | 0.04% | -40.6% | |
| HTBK | Buy | HERITAGE COMM CORP | $140,000 | +6.1% | 12,397 | +0.0% | 0.04% | -31.5% |
| FDD | Buy | FIRST TR STOXX EUROPEAN SELE | $121,000 | -12.9% | 12,994 | +1.6% | 0.03% | -42.9% |
| F | Sell | FORD MTR CO DEL | $114,000 | -5.8% | 10,186 | -6.7% | 0.03% | -38.8% |
| Sell | NEXTDOOR HOLDINGS INC | $97,000 | -43.9% | 35,021 | -33.0% | 0.03% | -62.9% | |
| NCV | Buy | VIRTUS CONVERTIBLE .INCOME | $77,000 | -10.5% | 24,177 | +3.1% | 0.02% | -40.0% |
| NKTR | NEKTAR THERAPEUTICS | $61,000 | -15.3% | 19,120 | 0.0% | 0.02% | -44.8% | |
| Exit | MODIV INC | $0 | – | -10,264 | -100.0% | -0.07% | – | |
| RTX | Exit | RAYTHEON TECHNOLOGIES CORP | $0 | – | -2,099 | -100.0% | -0.08% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -3,929 | -100.0% | -0.08% | – |
| DIA | Exit | SPDR DOW JONES INDL AVERAGEut ser 1 | $0 | – | -661 | -100.0% | -0.08% | – |
| PFF | Exit | ISHARES TRpfd and incm sec | $0 | – | -6,138 | -100.0% | -0.08% | – |
| DUK | Exit | DUKE ENERGY CORP NEW | $0 | – | -1,912 | -100.0% | -0.08% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -2,109 | -100.0% | -0.09% | – |
| GII | Exit | SPDR INDEX SHS FDSs&p gblinf etf | $0 | – | -4,062 | -100.0% | -0.09% | – |
| D | Exit | DOMINION ENERGY INC | $0 | – | -2,784 | -100.0% | -0.09% | – |
| IJS | Exit | ISHARES TRsp smcp600vl etf | $0 | – | -27,548 | -100.0% | -0.99% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-15
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 | 2024-02-09 |
| 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 |
| 13F-HR/A | 2021-08-13 |
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.