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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2022-04-28 (Q4 2021) | Holdings: 28 | Value: $154.8M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| BNDW - VANGUARD SCOTTSDALE FDS | New Purchase | 27.91% | $43.2M | +5.81% | +0.94% | -2.10% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 23.75% | $36.8M | +29.39% | -3.33% | +0.15% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | New Purchase | 10.68% | $16.5M | +33.87% | -4.28% | +5.13% | |
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 10.15% | $15.7M | +35.02% | -4.11% | +5.69% | |
| DFAT - DIMENSIONAL ETF TRUST | New Purchase | 9.33% | $14.4M | +24.26% | -0.90% | -1.46% | |
| VSGX - VANGUARD WORLD FD | New Purchase | 4.86% | $7.5M | +28.50% | -4.86% | +0.61% | |
| NFLX - NETFLIX INC | New Purchase | 2.34% | $3.6M | +499.97% | +13.20% | +63.14% | |
| AAPL - APPLE INC | New Purchase | 2.12% | $3.3M | +30.06% | +0.56% | +5.42% | |
| ITOT - ISHARES TR | New Purchase | 2.10% | $3.3M | +43.50% | -2.77% | -1.54% | |
| SPY - SPDR S&P 500 ETF TR | New Purchase | 1.77% | $2.7M | +46.23% | -2.32% | -0.25% | |
| TSLA - TESLA INC | New Purchase | 0.84% | $1.3M | +14.32% | -1.20% | -46.19% | |
| AMZN - AMAZON COM INC | New Purchase | 0.76% | $1.2M | +57.16% | +3.93% | -21.41% | |
| GOOG - ALPHABET INC | New Purchase | 0.49% | $759.0K | +41.27% | -0.80% | -8.39% | |
| QQQ - INVESCO QQQ TR | New Purchase | 0.28% | $440.0K | +64.04% | -2.36% | +0.30% | |
| ABBV - ABBVIE INC | New Purchase | 0.27% | $414.0K | +38.45% | -3.15% | +6.76% | |
| IEMG - ISHARES INC | New Purchase | 0.27% | $412.0K | +18.03% | -6.36% | -6.29% | |
| IBM - INTERNATIONAL BUSINESS MACHS | New Purchase | 0.26% | $401.0K | +125.81% | -2.04% | -2.04% | |
| COST - COSTCO WHSL CORP NEW | New Purchase | 0.26% | $395.0K | +92.73% | -3.33% | -11.54% | |
| BIO - BIO RAD LABS INC | New Purchase | 0.24% | $378.0K | -53.91% | +5.09% | -15.31% | |
| SLYV - SPDR SER TR | New Purchase | 0.22% | $337.0K | +5.34% | -1.20% | -5.55% | |
| DTD - WISDOMTREE TR | New Purchase | 0.18% | $275.0K | +32.37% | -2.55% | -0.65% | |
| INTC - INTEL CORP | New Purchase | 0.16% | $253.0K | -49.41% | -18.66% | -29.66% | |
| AMAT - APPLIED MATLS INC | New Purchase | 0.16% | $252.0K | +50.60% | -6.01% | +0.91% | |
| XLF - SELECT SECTOR SPDR TR | New Purchase | 0.16% | $244.0K | +52.51% | -4.70% | -4.93% | |
| SNAP - SNAP INC | New Purchase | 0.15% | $233.0K | -70.66% | -66.01% | -69.97% | |
| AXP - AMERICAN EXPRESS CO | New Purchase | 0.14% | $213.0K | +71.13% | -14.16% | -10.22% | |
| AWF - ALLIANCEBERNSTEIN GLOBAL HIG | New Purchase | 0.09% | $132.0K | +35.22% | +3.26% | +6.43% | |
| GIM - TEMPLETON GLOBAL INCOME FD | New Purchase | 0.04% | $62.0K | +23.00% | -0.02% | -2.05% | |