| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -1,259 | -100.0% | -0.11% | – |
| DE | Exit | DEERE & CO | $0 | – | -555 | -100.0% | -0.12% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -3,966 | -100.0% | -0.12% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -390 | -100.0% | -0.12% | – |
| ESGE | Exit | ISHARES INCesg awr msci em | $0 | – | -7,359 | -100.0% | -0.12% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -1,600 | -100.0% | -0.12% | – |
| MDY | Exit | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $0 | – | -515 | -100.0% | -0.13% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -556 | -100.0% | -0.13% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -2,060 | -100.0% | -0.15% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -1,740 | -100.0% | -0.15% | – |
| ESGD | Exit | ISHARES TResg aw msci eafe | $0 | – | -4,210 | -100.0% | -0.16% | – |
| BNDX | Exit | VANGUARD CHARLOTTE FDStotal int bd etf | $0 | – | -7,236 | -100.0% | -0.19% | – |
| VXUS | Exit | VANGUARD STAR FDSvg tl intl stk f | $0 | – | -6,823 | -100.0% | -0.20% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,088 | -100.0% | -0.22% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -3,100 | -100.0% | -0.22% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,992 | -100.0% | -0.23% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -3,086 | -100.0% | -0.24% | – |
| LC | Exit | LENDINGCLUB CORP | $0 | – | -73,133 | -100.0% | -0.25% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -3,021 | -100.0% | -0.25% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -4,496 | -100.0% | -0.26% | – |
| VNQ | Exit | VANGUARD INDEX FDSreal estate etf | $0 | – | -6,165 | -100.0% | -0.26% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -1,697 | -100.0% | -0.28% | – |
| VBR | Exit | VANGUARD INDEX FDSsm cp val etf | $0 | – | -3,385 | -100.0% | -0.30% | – |
| SUB | Exit | ISHARES TRshrt nat mun etf | $0 | – | -5,699 | -100.0% | -0.32% | – |
| VO | Exit | VANGUARD INDEX FDSmid cap etf | $0 | – | -2,867 | -100.0% | -0.33% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -3,879 | -100.0% | -0.38% | – |
| ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -8,120 | -100.0% | -0.42% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -2,850 | -100.0% | -0.43% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -7,500 | -100.0% | -0.53% | – |
| TSLA | Exit | TESLA INC | $0 | – | -4,341 | -100.0% | -0.60% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -5,647 | -100.0% | -0.60% | – |
| VOO | Exit | VANGUARD INDEX FDS | $0 | – | -3,726 | -100.0% | -0.81% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -4,734 | -100.0% | -0.99% | – |
| VSGX | Exit | VANGUARD WORLD FDesg intl stk etf | $0 | – | -36,110 | -100.0% | -1.01% | – |
| AVDV | Exit | AMERICAN CENTY ETF TRintl smcp vlu | $0 | – | -39,082 | -100.0% | -1.25% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -5,734 | -100.0% | -1.36% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -9,760 | -100.0% | -1.71% | – |
| SPTI | Exit | SPDR SER TRportfli intrmdit | $0 | – | -120,350 | -100.0% | -1.83% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -39,532 | -100.0% | -2.06% | – |
| AVUV | Exit | AMERICAN CENTY ETF TRus sml cp valu | $0 | – | -48,144 | -100.0% | -2.08% | – |
| AVEM | Exit | AMERICAN CENTY ETF TRavantis emgmkt | $0 | – | -76,257 | -100.0% | -2.23% | – |
| AAPL | Exit | APPLE INC | $0 | – | -26,428 | -100.0% | -2.50% | – |
| ESGV | Exit | VANGUARD WORLD FDesg us stk etf | $0 | – | -61,299 | -100.0% | -2.55% | – |
| SCHR | Exit | SCHWAB STRATEGIC TRint-trm u.s tres | $0 | – | -115,892 | -100.0% | -3.08% | – |
| SCHB | Exit | SCHWAB STRATEGIC TRus brd mkt etf | $0 | – | -220,093 | -100.0% | -6.07% | – |
| SCHF | Exit | SCHWAB STRATEGIC TRintl eqty etf | $0 | – | -342,357 | -100.0% | -6.44% | – |
| VEA | Exit | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $0 | – | -293,204 | -100.0% | -7.10% | – |
| DFAT | Exit | DIMENSIONAL ETF TRUSTus targeted vlu | $0 | – | -302,280 | -100.0% | -7.64% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -174,299 | -100.0% | -20.49% | – |
| VGIT | Exit | VANGUARD SCOTTSDALE FDSinter term treas | $0 | – | -659,153 | -100.0% | -20.85% | – |
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.