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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2022-07-22 (Q2 2022) | Holdings: 41 | Value: $139.7M | 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 |
| VTI - VANGUARD INDEX FDS | New Purchase | 16.40% | $22.9M | +53.41% | -4.05% | +16.05% | |
| VGIT - VANGUARD SCOTTSDALE FDS | New Purchase | 15.68% | $21.9M | +4.36% | -6.43% | -2.65% | |
| SCHR - SCHWAB STRATEGIC TR | New Purchase | 11.56% | $16.2M | +4.30% | -6.52% | -2.70% | |
| VEA - VANGUARD TAX-MANAGED INTL FD | Add 28% ($2.6M) | 8.52% | $11.9M | +43.94% | -9.60% | +16.35% | |
| DFAT - DIMENSIONAL ETF TRUST | Reduce 11% $(1.4M) | 8.31% | $11.6M | +30.91% | +0.88% | +16.98% | |
| SCHB - SCHWAB STRATEGIC TR | Reduce 72% $(22.3M) | 6.15% | $8.6M | +53.80% | -4.02% | +16.21% | |
| VCIT - VANGUARD SCOTTSDALE FDS | New Purchase | 5.30% | $7.4M | +11.65% | -8.36% | +0.36% | |
| SCHF - SCHWAB STRATEGIC TR | New Purchase | 4.73% | $6.6M | +45.02% | -9.31% | +16.92% | |
| SPTI - SPDR SER TR | New Purchase | 2.63% | $3.7M | +4.29% | -6.47% | -2.76% | |
| ESGV - VANGUARD WORLD FD | New Purchase | 2.52% | $3.5M | +54.63% | -5.87% | +15.91% | |
| ITOT - ISHARES TR | Reduce 11% $(413.1K) | 2.41% | $3.4M | +53.46% | -4.17% | +16.06% | |
| AAPL - APPLE INC | 2.11% | $2.9M | +36.47% | -2.83% | +25.90% | ||
| AVDV - AMERICAN CENTY ETF TR | New Purchase | 1.83% | $2.5M | +53.40% | -9.39% | +14.80% | |
| SPY - SPDR S&P 500 ETF TR | Reduce 1% $(16.2K) | 1.55% | $2.2M | +55.84% | -3.87% | +16.64% | |
| ESGD - ISHARES TR | New Purchase | 1.13% | $1.6M | +46.89% | -9.70% | +17.85% | |
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 0.87% | $1.2M | +30.95% | +1.46% | +16.31% | |
| ESGU - ISHARES TR | New Purchase | 0.78% | $1.1M | +53.07% | -4.37% | +15.45% | |
| NFLX - NETFLIX INC | Reduce 2% $(16.1K) | 0.74% | $1.0M | +438.62% | +27.63% | +93.56% | |
| AVEM - AMERICAN CENTY ETF TR | Reduce 85% $(5.8M) | 0.72% | $1.0M | +36.75% | -12.24% | +11.98% | |
| TSLA - TESLA INC | 0.58% | $817.0K | +26.30% | -22.40% | -1.16% | ||
| AMZN - AMAZON COM INC | Add 1900% ($714.4K) | 0.54% | $752.0K | +66.32% | -2.34% | +4.98% | |
| ESGE - ISHARES INC | New Purchase | 0.48% | $668.0K | +25.66% | -15.28% | +5.58% | |
| IWM - ISHARES TR | New Purchase | 0.47% | $657.0K | +20.68% | -3.17% | +10.04% | |
| SUB - ISHARES TR | New Purchase | 0.46% | $647.0K | +5.84% | -2.12% | +0.51% | |
| ABBV - ABBVIE INC | 0.34% | $469.0K | +38.11% | +2.62% | +0.30% | ||
| HD - HOME DEPOT INC | 0.33% | $465.0K | +31.88% | -7.07% | +8.86% | ||
| IBM - INTERNATIONAL BUSINESS MACHS | 0.30% | $422.0K | +134.72% | +4.61% | +14.23% | ||
| VO - VANGUARD INDEX FDS | New Purchase | 0.30% | $418.0K | +38.26% | -5.25% | +11.70% | |
| VTV - VANGUARD INDEX FDS | New Purchase | 0.26% | $368.0K | +37.72% | -0.53% | +12.27% | |
| GOOGL - ALPHABET INC | New Purchase | 0.24% | $342.0K | +51.98% | -5.43% | +12.10% | |
| VNQ - VANGUARD INDEX FDS | New Purchase | 0.23% | $316.0K | +6.69% | -16.51% | -3.84% | |
| VSGX - VANGUARD WORLD FD | Reduce 93% $(3.7M) | 0.21% | $288.0K | +37.69% | -11.30% | +11.50% | |
| VUG - VANGUARD INDEX FDS | New Purchase | 0.19% | $265.0K | +75.32% | -7.24% | +20.90% | |
| COST - COSTCO WHSL CORP NEW | Reduce 21% $(70.4K) | 0.19% | $260.0K | +103.43% | -6.32% | +6.90% | |
| VB - VANGUARD INDEX FDS | New Purchase | 0.19% | $259.0K | +30.17% | -4.02% | +11.81% | |
| GOOG - ALPHABET INC | Reduce 58% $(334.1K) | 0.17% | $238.0K | +52.56% | -5.43% | +11.94% | |
| BIO - BIO RAD LABS INC | New Purchase | 0.16% | $220.0K | -52.73% | -27.69% | -20.23% | |
| VIG - VANGUARD SPECIALIZED FUNDS | 0.15% | $216.0K | +40.96% | -3.26% | +14.09% | ||
| MSFT - MICROSOFT CORP | 0.15% | $215.0K | +80.00% | -5.07% | +33.51% | ||
| AWF - ALLIANCEBERNSTEIN GLOBAL HIG | 0.08% | $106.0K | +36.07% | -5.03% | +8.61% | ||
| GIM - TEMPLETON GLOBAL INCOME FD | 0.04% | $53.0K | +28.63% | -5.79% | +4.92% | ||
| DTD - WISDOMTREE TR | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - CISCO SYS INC | Reduce 100% | 0.00% | $0.00 | ||||
| DE - DEERE & CO | Reduce 100% | 0.00% | $0.00 | ||||
| AXP - AMERICAN EXPRESS CO | Reduce 100% | 0.00% | $0.00 | ||||
| SLYV - SPDR SER TR | Reduce 100% | 0.00% | $0.00 | ||||
| INTC - INTEL CORP | Reduce 100% | 0.00% | $0.00 | ||||
| XLF - SELECT SECTOR SPDR TR | Reduce 100% | 0.00% | $0.00 | ||||
| BNDW - VANGUARD SCOTTSDALE FDS | Reduce 100% | 0.00% | $0.00 | ||||
| AMAT - APPLIED MATLS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VCR - VANGUARD WORLD FDS | Reduce 100% | 0.00% | $0.00 | ||||
| QQQ - INVESCO QQQ TR | Reduce 100% | 0.00% | $0.00 | ||||
| IEMG - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| BIO.B - BIO RAD LABS INC | Reduce 100% | 0.00% | $0.00 | ||||
| VOO - VANGUARD INDEX FDS | Reduce 100% | 0.00% | $0.00 | ||||