$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 66.7% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $10,941,000 | -33.8% | 227,773 | -30.1% | 6.27% | -41.3% |
VSGX | Sell | VANGUARD WORLD FDesg intl stk etf | $6,087,000 | -19.1% | 81,553 | -14.9% | 3.49% | -28.3% |
SNAP | Exit | SNAP INC | $0 | – | -4,948 | -100.0% | -0.15% | – |
BIO | Exit | BIO RAD LABS INC | $0 | – | -500 | -100.0% | -0.24% | – |
SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -282,450 | -100.0% | -10.15% | – |
VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -156,012 | -100.0% | -23.75% | – |
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.