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LIBRA WEALTH LLC 13F Holdings
Holdings from the most recent 13F from LIBRA WEALTH LLC
Filed: 2022-10-26 (Q3 2022) | Holdings: 48 | Value: $155.4M | 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 TOTAL STK MKT ETF | Add 41% ($9.0M) | 19.79% | $30.7M | +57.42% | +6.48% | +7.27% | |
| VGIT - VANGUARD INTER TERM TREAS ETF | Add 26% ($5.5M) | 16.96% | $26.3M | +10.18% | +3.57% | +0.19% | |
| SCHR - SCHWAB STRATEGIC TR INTERMED-TERM US TREAS ETF | Reduce 14% $(2.2M) | 8.48% | $13.2M | +10.18% | +3.59% | +0.20% | |
| DFAT - DIMENSIONAL ETF TR US TARGETED VALUE ETF | Add 12% ($1.4M) | 8.11% | $12.6M | +25.82% | +8.98% | -1.03% | |
| SCHF - SCHWAB STRATEGIC TR | Add 64% ($3.8M) | 6.24% | $9.7M | +55.53% | +19.81% | +11.45% | |
| VEA - VANGUARD FTSE DEVELOPED MKTS ETF | Reduce 14% $(1.5M) | 5.89% | $9.2M | +54.54% | +19.71% | +10.70% | |
| SCHB - SCHWAB STRATEGIC TR | Add 1% ($62.0K) | 5.30% | $8.2M | +58.03% | +6.69% | +7.48% | |
| VCIT - VANGUARD INT-TERM CORP ETF | Add 11% ($743.5K) | 4.99% | $7.8M | +19.86% | +7.80% | +2.84% | |
| ESGV - VANGUARD ESG US STK ETF | Add 12% ($416.1K) | 2.42% | $3.8M | +62.24% | +6.80% | +9.36% | |
| SPTI - SPDR SERIES TRUST PORTFLI INTRMDIT ETF | 2.25% | $3.5M | +10.12% | +3.53% | +0.12% | ||
| AAPL - APPLE INC COM | Add 9% ($266.8K) | 2.09% | $3.2M | +41.75% | -1.28% | +14.28% | |
| ITOT - ISHARES TRUST CORE S&P TTL STK ETF | 2.06% | $3.2M | +57.72% | +6.65% | +7.38% | ||
| AVEM - AMERICAN CENTURY INVESTMENTS AVANTIS EMGMKT ETF | Add 249% ($2.2M) | 2.01% | $3.1M | +52.44% | +23.88% | +14.27% | |
| SPY - SPDR S&P500 ETF TRUST TR UNIT ETF | 1.32% | $2.0M | +60.34% | +6.39% | +8.90% | ||
| VSGX - VANGUARD ESG INTL STK ETF | Add 543% ($1.4M) | 1.06% | $1.6M | +51.37% | +19.65% | +8.95% | |
| AVDV - AMERICAN CENTURY INVESTMENTS INTL SMCP VLU ETF | Reduce 37% $(856.1K) | 0.93% | $1.4M | +63.95% | +19.81% | +11.65% | |
| NFLX - NETFLIX INC COM | Reduce 2% $(26.8K) | 0.88% | $1.4M | +299.56% | +20.93% | +33.37% | |
| AVUV - AMERICAN CENTURY INVESTMENTS AVANTIS US SML CP VALU ETF | 0.76% | $1.2M | +24.76% | +7.70% | -0.81% | ||
| VOO - VANGUARD S&P 500 ETF SHS | New Purchase | 0.71% | $1.1M | +60.65% | +6.42% | +8.97% | |
| ESGU - ISHARES TRUST ESG AWARE MSCI USA ETF | 0.67% | $1.0M | +58.05% | +6.31% | +7.57% | ||
| AMZN - AMAZON COM INC COM | Add 6% ($47.5K) | 0.55% | $848.0K | +79.13% | -10.25% | +12.13% | |
| TSLA - TESLA INC | Add 147% ($474.2K) | 0.51% | $796.0K | +49.64% | -22.57% | -9.78% | |
| VB - VANGUARD SMALL CP ETF | Add 194% ($487.5K) | 0.48% | $739.0K | +30.77% | +8.25% | -3.97% | |
| IWM - ISHARES TRUST RUSSELL 2000 ETF | 0.41% | $640.0K | +19.70% | +5.46% | -8.75% | ||
| SUB - ISHARES TRUST SHRT NAT MUN ETF | 0.41% | $634.0K | +8.13% | +2.58% | +1.91% | ||
| VUG - VANGUARD GROWTH ETF | Add 142% ($360.1K) | 0.40% | $614.0K | +89.11% | +6.44% | +19.06% | |
| VO - VANGUARD MID CAP ETF | Add 35% ($139.9K) | 0.35% | $539.0K | +41.72% | +9.51% | -1.09% | |
| VNQ - VANGUARD REAL ESTATE ETF | Add 78% ($215.9K) | 0.32% | $494.0K | +22.36% | +12.26% | -8.68% | |
| VBR - VANGUARD SM CP VAL ETF | New Purchase | 0.31% | $485.0K | +29.03% | +8.53% | -3.66% | |
| MSFT - MICROSOFT CORP COM | Add 143% ($279.0K) | 0.31% | $474.0K | +102.91% | +7.71% | +44.13% | |
| HD - HOME DEPOT INC COM | 0.30% | $468.0K | +37.73% | +9.17% | -2.70% | ||
| VYM - VANGUARD HIGH DIV YLD ETF | New Purchase | 0.27% | $427.0K | +33.48% | +5.73% | -3.18% | |
| COST - COSTCO WHOLESALE CORP COM | Add 65% ($166.4K) | 0.27% | $423.0K | +115.53% | +0.70% | +9.27% | |
| ABBV - ABBVIE INC COM | Add 2% ($10.1K) | 0.27% | $421.0K | +32.08% | -3.96% | -5.99% | |
| QQQ - INVESCO QQQ TRUST UNIT SER 1 ETF | New Purchase | 0.25% | $387.0K | +91.13% | +7.29% | +25.60% | |
| IBM - INTERNATIONAL BUS MACH CORP COM | Add 6% ($20.2K) | 0.24% | $376.0K | +119.64% | +0.33% | +10.43% | |
| VXUS - VANGUARD STAR FD TL INTL STK F ETF | New Purchase | 0.24% | $366.0K | +52.29% | +19.96% | +10.39% | |
| BNDX - VANGUARD TOTAL INT BD ETF | New Purchase | 0.22% | $345.0K | +12.85% | +1.82% | +1.36% | |
| GOOGL - ALPHABET INC COM CL A | Add 1875% ($282.0K) | 0.19% | $297.0K | +74.32% | +5.13% | +29.25% | |
| VTV - VANGUARD VALUE ETF | Reduce 31% $(105.1K) | 0.15% | $239.0K | +35.06% | +6.03% | -0.76% | |
| IDV - ISHARES TR | New Purchase | 0.15% | $226.0K | +63.29% | +23.70% | +9.15% | |
| MDY - SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP ETF | New Purchase | 0.13% | $207.0K | +32.15% | +9.42% | -1.72% | |
| ESGD - ISHARES TRUST ESG AWARE MSCI EAFE ETF | Reduce 85% $(1.2M) | 0.13% | $205.0K | +58.15% | +20.60% | +12.87% | |
| VIG - VANGUARD DIV APP ETF | 0.13% | $204.0K | +42.77% | +6.70% | +4.71% | ||
| DE - DEERE & CO COM | New Purchase | 0.13% | $200.0K | +36.90% | +5.36% | -8.12% | |
| BIO - BIO RAD LABS INC | Reduce 100% | 0.00% | $0.00 | ||||
| GIM - TEMPLETON GLOBAL INCOME FD | Reduce 100% | 0.00% | $0.00 | ||||
| ESGE - ISHARES INC | Reduce 100% | 0.00% | $0.00 | ||||
| AWF - ALLIANCEBERNSTEIN GLOBAL HIG | Reduce 100% | 0.00% | $0.00 | ||||
| GOOG - ALPHABET INC | Reduce 100% | 0.00% | $0.00 | ||||