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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2022-04-29 (Q1 2022) | Holdings: 34 | Value: $174.5M | 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 | Add 6% ($2.5M) | 26.10% | $45.5M | +6.33% | +1.82% | -1.62% | |
| VOO - VANGUARD INDEX FDS | New Purchase | 19.40% | $33.9M | +50.58% | +0.11% | +2.56% | |
| SCHB - SCHWAB STRATEGIC TR | New Purchase | 18.27% | $31.9M | +47.74% | -0.23% | +1.28% | |
| DFAT - DIMENSIONAL ETF TR | Add 7% ($928.1K) | 8.66% | $15.1M | +26.96% | +1.43% | +0.68% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Reduce 30% $(4.7M) | 6.27% | $10.9M | +36.54% | -2.37% | +7.23% | |
| AVEM - AMERICAN CENTY ETF TR | New Purchase | 4.59% | $8.0M | +26.92% | -6.54% | -2.88% | |
| VSGX - VANGUARD WORLD FD | Reduce 15% $(1.1M) | 3.49% | $6.1M | +31.04% | -3.13% | +2.60% | |
| ITOT - ISHARES TR | Add 6% ($233.8K) | 2.29% | $4.0M | +47.76% | -0.14% | +1.38% | |
| AAPL - APPLE INC | Add 16% ($523.6K) | 2.15% | $3.8M | +34.32% | +3.21% | +8.87% | |
| SPY - SPDR S&P 500 ETF TR | 1.50% | $2.6M | +50.32% | +0.12% | +2.54% | ||
| NFLX - NETFLIX INC | 1.29% | $2.3M | +521.78% | +18.00% | +69.07% | ||
| TSLA - TESLA INC | 0.75% | $1.3M | +19.83% | +3.61% | -43.60% | ||
| AMZN - AMAZON COM INC | 0.66% | $1.2M | +66.72% | +10.61% | -16.63% | ||
| VCR - VANGUARD WORLD FDS | New Purchase | 0.64% | $1.1M | +36.78% | +0.41% | -6.93% | |
| IEMG - ISHARES INC | Add 142% ($508.8K) | 0.50% | $868.0K | +20.09% | -5.54% | -4.66% | |
| GOOG - ALPHABET INC | 0.42% | $730.0K | +45.82% | +1.38% | -5.44% | ||
| HD - HOME DEPOT INC | New Purchase | 0.29% | $508.0K | +34.82% | +1.91% | +1.18% | |
| ABBV - ABBVIE INC | 0.28% | $496.0K | +41.20% | -3.49% | +8.88% | ||
| SLYV - SPDR SER TR | Add 85% ($213.5K) | 0.27% | $464.0K | +7.87% | +1.58% | -3.29% | |
| QQQ - INVESCO QQQ TR | 0.24% | $415.0K | +69.74% | +0.97% | +3.78% | ||
| COST - COSTCO WHSL CORP NEW | 0.23% | $398.0K | +103.12% | +2.92% | -6.77% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.22% | $390.0K | +129.42% | +0.48% | -0.47% | ||
| BIO.B - BIO RAD LABS INC | New Purchase | 0.16% | $282.0K | +9.04% | -7.34% | ||
| DTD - WISDOMTREE TR | Add 1% ($2.3K) | 0.16% | $274.0K | +35.78% | -0.28% | +1.91% | |
| MSFT - MICROSOFT CORP | New Purchase | 0.15% | $258.0K | +69.56% | +0.34% | +11.11% | |
| DE - DEERE & CO | New Purchase | 0.14% | $250.0K | +46.33% | -9.48% | +3.23% | |
| VIG - VANGUARD SPECIALIZED FUNDS | New Purchase | 0.14% | $244.0K | +36.94% | -0.19% | +4.44% | |
| AXP - AMERICAN EXPRESS CO | 0.14% | $243.0K | +76.46% | -11.88% | -7.43% | ||
| INTC - INTEL CORP | 0.14% | $243.0K | -47.94% | -14.79% | -27.62% | ||
| XLF - SELECT SECTOR SPDR TR | 0.13% | $225.0K | +56.42% | -3.06% | -2.49% | ||
| CSCO - CISCO SYS INC | New Purchase | 0.13% | $221.0K | +41.19% | -7.40% | -0.77% | |
| AMAT - APPLIED MATLS INC | 0.12% | $211.0K | +53.21% | -4.00% | +2.66% | ||
| AWF - ALLIANCEBERNSTEIN GLOBAL HIG | 0.07% | $121.0K | +35.75% | +4.46% | +6.85% | ||
| GIM - TEMPLETON GLOBAL INCOME FD | 0.03% | $60.0K | +23.27% | +1.94% | -1.84% | ||
| SCHF - SCHWAB STRATEGIC TR | Reduce 100% | 0.00% | $0.00 | ||||
| BIO - BIO RAD LABS INC | Reduce 100% | 0.00% | $0.00 | ||||
| SNAP - SNAP INC | Reduce 100% | 0.00% | $0.00 | ||||
| VTV - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||