Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TR US TARGETED VALUE ETF | 8 | Q3 2023 | 9.3% |
VANGUARD TAX-MANAGED INTL FD | 8 | Q3 2023 | 10.7% |
APPLE INC COM | 8 | Q3 2023 | 2.8% |
ISHARES TRUST CORE S&P TTL STK ETF | 8 | Q3 2023 | 2.4% |
TESLA INC | 8 | Q3 2023 | 10.1% |
VANGUARD WORLD FD | 8 | Q3 2023 | 4.9% |
SPDR S&P500 ETF TRUST TR UNIT ETF | 8 | Q3 2023 | 1.8% |
NETFLIX INC COM | 8 | Q3 2023 | 2.3% |
AMAZON COM INC COM | 8 | Q3 2023 | 0.8% |
ABBVIE INC COM | 8 | Q3 2023 | 0.3% |
View LIBRA WEALTH LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-29 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-10 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-26 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-29 |
13F-HR | 2022-04-28 |
View LIBRA WEALTH 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.