| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TR US TARGETED VALUE ETF | 11 | Q2 2024 | 9.3% |
| VANGUARD TAX-MANAGED INTL FD | 11 | Q2 2024 | 10.7% |
| APPLE INC COM | 11 | Q2 2024 | 2.8% |
| ISHARES TRUST CORE S&P TTL STK ETF | 11 | Q2 2024 | 2.4% |
| TESLA INC | 11 | Q2 2024 | 10.1% |
| VANGUARD WORLD FD | 11 | Q2 2024 | 4.9% |
| SPDR S&P500 ETF TRUST TR UNIT ETF | 11 | Q2 2024 | 1.8% |
| NETFLIX INC COM | 11 | Q2 2024 | 2.3% |
| AMAZON COM INC COM | 11 | Q2 2024 | 0.8% |
| ABBVIE INC COM | 11 | Q2 2024 | 0.3% |
View LIBRA WEALTH LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-13 |
| 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 |
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.