LIBERTY WEALTH MANAGEMENT LLC - Q3 2023 holdings

$402 Thousand is the total value of LIBERTY WEALTH MANAGEMENT LLC's 174 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .

 Value Shares↓ Weighting
BRKB  BERKSHIRE HATHAWAY$1,930
-99.9%
5,5090.0%0.48%
+3.4%
MSCI  MSCI INC$966
-99.9%
1,8830.0%0.24%
+10.1%
S  SENTINELONE INCcl a$570
-99.9%
33,7800.0%0.14%
+12.7%
HDV  ISHARES CORE HIGH DIVIDEND ETFetf$447
-99.9%
4,5240.0%0.11%
-1.8%
IWF  ISHARES TRrus 1000 grw etf$346
-99.9%
1,3000.0%0.09%
-2.3%
PEG  PUBLIC SVC ENTERPRISE GRP IN$338
-99.9%
5,9320.0%0.08%
-8.7%
FLT  FLEETCOR TECHNOLOGIES INC$283
-99.9%
1,1100.0%0.07%
+1.4%
ALL  ALLSTATE CORP$242
-99.9%
2,1750.0%0.06%
+1.7%
SLV  ISHARES SILVER TRishares$209
-99.9%
10,2750.0%0.05%
-1.9%
GII  SPDR INDEX SHS FDSs&p gblinf etf$205
-99.9%
4,1530.0%0.05%
-7.3%
IWD  ISHARES TRrus 1000 val etf$206
-99.9%
1,3570.0%0.05%
-3.8%
AVDV  AMERICAN CENTY ETF TRintl smcp vlu$203
-99.9%
3,5090.0%0.05%
+2.0%
CDTX  CIDARA THERAPEUTICS INC$11
-99.9%
12,0000.0%0.00%0.0%
NKTR  NEKTAR THERAPEUTICS$11
-99.9%
19,0000.0%0.00%0.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC COM USD0 0000119Q3 202312.9%
CHEVRON CORP NEW COM19Q3 20236.5%
MICROSOFT CORP19Q3 20232.7%
VANGUARD S&P 500 ETF SHS19Q3 20232.8%
VANGUARD INTL EQUITY INDEX FDS ALLWRLD EX US19Q3 20232.3%
ISHARES TR MSCI USA MIN VOL19Q3 20234.9%
TESLA INC COM19Q3 20231.7%
VANGUARD TOTAL BOND MARKET ETF19Q3 202311.7%
VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF19Q3 20234.1%
AMAZONCOM INC19Q3 20231.0%

View LIBERTY WEALTH MANAGEMENT LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-09
13F-HR2023-11-13
13F-HR2023-08-10
13F-HR2023-05-03
13F-HR2022-11-15
13F-HR2022-08-15
13F-HR2022-05-09
13F-HR2022-02-15
13F-HR2021-11-15
13F-HR/A2021-08-13

View LIBERTY WEALTH MANAGEMENT LLC's complete filings history.

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