$175 Million is the total value of LIBRA WEALTH LLC's 34 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | New | VANGUARD INDEX FDS | $33,853,000 | – | 151,345 | +100.0% | 19.40% | – |
| SCHB | New | SCHWAB STRATEGIC TRus brd mkt etf | $31,880,000 | – | 698,569 | +100.0% | 18.27% | – |
| AVEM | New | AMERICAN CENTY ETF TRavantis emgmkt | $8,008,000 | – | 131,081 | +100.0% | 4.59% | – |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $1,124,000 | – | 3,651 | +100.0% | 0.64% | – |
| HD | New | HOME DEPOT INC | $508,000 | – | 1,697 | +100.0% | 0.29% | – |
| BIOB | New | BIO RAD LABS INCcl b | $282,000 | – | 500 | +100.0% | 0.16% | – |
| MSFT | New | MICROSOFT CORP | $258,000 | – | 837 | +100.0% | 0.15% | – |
| DE | New | DEERE & CO | $250,000 | – | 600 | +100.0% | 0.14% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $244,000 | – | 1,508 | +100.0% | 0.14% | – |
| CSCO | New | CISCO SYS INC | $221,000 | – | 3,966 | +100.0% | 0.13% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-29
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.