$228 Million is the total value of LIBRA WEALTH LLC's 55 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | SAMSARA INC | $8,146,693 | – | 215,578 | +100.0% | 3.57% | – | |
| New | FIDELITY WISE ORIGIN BITCOIN | $390,419 | – | 6,291 | +100.0% | 0.17% | – | |
| SGOV | New | ISHARES TR0-3 mnth treasry | $251,976 | – | 2,502 | +100.0% | 0.11% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $202,754 | – | 2,867 | +100.0% | 0.09% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-04-30
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.